Phoenix Home Life
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Phoenix Home Life Employees
Employee
Years
Job
Industry
rebecca hammett rebecca hammett's Phoenix Home Life Experience June 1995 - April 2000
Job Founder, One Less Thing
Industry Internet
Experience
One Less Thing LLC 2013 - Present
Guardian Life February 2001 - October 2013
Phoenix Home Life June 1995 - April 2000
Education
California Polytechnic State University-San Luis Obispo 1990 — 1995
One Less Thing LLC 2013 - Present
Guardian Life February 2001 - October 2013
Phoenix Home Life June 1995 - April 2000
Education
California Polytechnic State University-San Luis Obispo 1990 — 1995
Raymond Mateo Raymond Mateo's Phoenix Home Life Experience 1993 - 1996
Job Strategic Consultant Covenant Risk Transfer Group, Inc.
Industry Insurance
Experience
Covenant Risk Transfer Group November 2014 - Present
Lockton Companies, LLC January 2006 - November 2014
Mercer 2003 - 2006
Aon Consulting 1996 - 2003
Phoenix Home Life 1993 - 1996
The Hartford 1991 - 1993
Aetna 1988 - 1991
Skills
Insurance, Employee Benefits, Health Insurance, Benefits Administration, Underwriting, Brokers, Leadership, Workers Compensation, Strategic Planning, Disability Insurance, Management, Strategy, Property & Casualty..., Life Insurance, Claim, Commercial Insurance, Health Savings Accounts, Performance Management, Term Life Insurance, Mergers & Acquisitions, Reinsurance, Deferred Compensation, 401k, Professional Liability, Captives, COBRA, Risk Financing, Liability, Health Care Reform, Human Resources, Legal Liability, ERISA, Risk Management, Employee Engagement, D&O, Managed Care, Casualty, General Insurance, Analysis, Financial Risk, Process Improvement, Account Management, Team Building, Training, Consulting, Sales, Customer Service, Healthcare
Education
University of Connecticut 1991 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Andrews University
Business Administration and Management, General
Covenant Risk Transfer Group November 2014 - Present
Lockton Companies, LLC January 2006 - November 2014
Mercer 2003 - 2006
Aon Consulting 1996 - 2003
Phoenix Home Life 1993 - 1996
The Hartford 1991 - 1993
Aetna 1988 - 1991
Skills
Insurance, Employee Benefits, Health Insurance, Benefits Administration, Underwriting, Brokers, Leadership, Workers Compensation, Strategic Planning, Disability Insurance, Management, Strategy, Property & Casualty..., Life Insurance, Claim, Commercial Insurance, Health Savings Accounts, Performance Management, Term Life Insurance, Mergers & Acquisitions, Reinsurance, Deferred Compensation, 401k, Professional Liability, Captives, COBRA, Risk Financing, Liability, Health Care Reform, Human Resources, Legal Liability, ERISA, Risk Management, Employee Engagement, D&O, Managed Care, Casualty, General Insurance, Analysis, Financial Risk, Process Improvement, Account Management, Team Building, Training, Consulting, Sales, Customer Service, Healthcare
Education
University of Connecticut 1991 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Andrews University
Business Administration and Management, General
Jeff Black Jeff Black's Phoenix Home Life Experience 1997 - 2002
Job Vice President Stealth Partner Group
Industry Insurance
Experience
Stealth Partner Group July 2012 - Present
Sun Life Financial April 2011 - June 2012
Sun Life Financial July 2007 - April 2011
Sun Life Financial April 2004 - July 2007
Canada Life 2001 - 2003
Phoenix Home Life 1997 - 2002
Skills
Employee Benefits, Brokers, Life Insurance, Underwriting, Sales Management, Account Management, Sales, New Business Development, Strategic Planning, Relationship Management
Education
The University of Georgia 1992 — 1997
BBA, Finance / Risk Management
Stealth Partner Group July 2012 - Present
Sun Life Financial April 2011 - June 2012
Sun Life Financial July 2007 - April 2011
Sun Life Financial April 2004 - July 2007
Canada Life 2001 - 2003
Phoenix Home Life 1997 - 2002
Skills
Employee Benefits, Brokers, Life Insurance, Underwriting, Sales Management, Account Management, Sales, New Business Development, Strategic Planning, Relationship Management
Education
The University of Georgia 1992 — 1997
BBA, Finance / Risk Management
Jeffrey Baumgartner Jeffrey Baumgartner's Phoenix Home Life Experience 1996 - 1999
Job Regional Sales Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement February 2010 - Present
Principal Financial Group 1999 - 2010
Phoenix Home Life 1996 - 1999
Arrow Electronics 1994 - 1996
Education
University of Rochester 1990 — 1994
Bachelor of Arts (B.A.), Economics
EMPOWER Retirement February 2010 - Present
Principal Financial Group 1999 - 2010
Phoenix Home Life 1996 - 1999
Arrow Electronics 1994 - 1996
Education
University of Rochester 1990 — 1994
Bachelor of Arts (B.A.), Economics
Jeanne Matty Jeanne Matty's Phoenix Home Life Experience March 1981 - August 1995
Job Center for Speech & Language Services, LLC
Industry Medical Practice
Experience
Center for Speech & Language Services, LLC January 2008 - Present
EastConn September 2008 - June 2014
Somers Public Schools August 2004 - June 2008
Capital Reflections January 1996 - December 2002
Phoenix Home Life March 1981 - August 1995
Skills
Communication Disorders, Solid clinical..., Well-developed..., Excellent analytic and..., Speech and Language..., Disorders involving..., Stuttering and other..., Strong diagnostic skills, Phonology, Apraxia, Pediatrics, Treatment, Speech Therapy, Language Disorders, Aphasia, Auditory Processing, Learning Disabilities, Articulation, Dysarthria, Voice Disorders, Phonological Disorders, Traumatic Brain Injury, Motor Speech Disorders, Voice Therapy, Accent Reduction, Cognition, Language Delays, Down Syndrome, Stroke Rehabilitation, Language Development, Dysphagia, Acquired Brain Injury, Cognitive Rehabilitation, Developmental..., Augmentative...
Education
The University of Connecticut 2002 — 2004
Master's degree, Communications Disorders, Speech-Language Pathology
University of Massachusetts, Amherst 2001 — 2002
Post Baccalaureate Certificate, Communication Disorders
Wesleyan University Middletown, CT 1978 — 1980
Bachelor of Arts (B.A.), Linguistics, Cum laude
Tunxis Community College 1975 — 1977
Associate of Arts (A.A.), Liberal Arts and Sciences, Magna cum laude
Center for Speech & Language Services, LLC January 2008 - Present
EastConn September 2008 - June 2014
Somers Public Schools August 2004 - June 2008
Capital Reflections January 1996 - December 2002
Phoenix Home Life March 1981 - August 1995
Skills
Communication Disorders, Solid clinical..., Well-developed..., Excellent analytic and..., Speech and Language..., Disorders involving..., Stuttering and other..., Strong diagnostic skills, Phonology, Apraxia, Pediatrics, Treatment, Speech Therapy, Language Disorders, Aphasia, Auditory Processing, Learning Disabilities, Articulation, Dysarthria, Voice Disorders, Phonological Disorders, Traumatic Brain Injury, Motor Speech Disorders, Voice Therapy, Accent Reduction, Cognition, Language Delays, Down Syndrome, Stroke Rehabilitation, Language Development, Dysphagia, Acquired Brain Injury, Cognitive Rehabilitation, Developmental..., Augmentative...
Education
The University of Connecticut 2002 — 2004
Master's degree, Communications Disorders, Speech-Language Pathology
University of Massachusetts, Amherst 2001 — 2002
Post Baccalaureate Certificate, Communication Disorders
Wesleyan University Middletown, CT 1978 — 1980
Bachelor of Arts (B.A.), Linguistics, Cum laude
Tunxis Community College 1975 — 1977
Associate of Arts (A.A.), Liberal Arts and Sciences, Magna cum laude
Virginia Carman Virginia Carman's Phoenix Home Life Experience 1990 - 2004
Job AVP, Sales and Distribution Operations at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group November 2012 - Present
MassMutual Financial Group May 2011 - December 2012
ING September 2005 - April 2011
ING September 2005 - September 2007
The Phoenix Companies January 1990 - 2004
Phoenix Home Life 1990 - 2004
Northeast Savings 1985 - 1988
Skills
Insurance, Program Management, Mutual Funds, Project Management, Process Improvement, Investments, Vendor Management, Sales, Financial Services, Risk Management, Business Analysis, Series 7, Portfolio Management, Securities, Asset Management, Management, Leadership, Relationship Management, Change Management, Retirement Planning, Strategic Planning, Series 63, Project Portfolio..., SDLC, Business Process..., Life Insurance, Retirement
Education
Rensselaer Polytechnic Institute at Hartford 2004 — 2005
M.S.
Russell Sage College 1981 — 1985
B.S.
The Masters School 1977 — 1981
High School Diploma
MassMutual Financial Group November 2012 - Present
MassMutual Financial Group May 2011 - December 2012
ING September 2005 - April 2011
ING September 2005 - September 2007
The Phoenix Companies January 1990 - 2004
Phoenix Home Life 1990 - 2004
Northeast Savings 1985 - 1988
Skills
Insurance, Program Management, Mutual Funds, Project Management, Process Improvement, Investments, Vendor Management, Sales, Financial Services, Risk Management, Business Analysis, Series 7, Portfolio Management, Securities, Asset Management, Management, Leadership, Relationship Management, Change Management, Retirement Planning, Strategic Planning, Series 63, Project Portfolio..., SDLC, Business Process..., Life Insurance, Retirement
Education
Rensselaer Polytechnic Institute at Hartford 2004 — 2005
M.S.
Russell Sage College 1981 — 1985
B.S.
The Masters School 1977 — 1981
High School Diploma
Kim Achatz Kim Achatz's Phoenix Home Life Experience September 1996 - September 2000
Job Experienced Underwriter
Industry Insurance
Experience
Sun Life Financial June 2013 - Present
Pignatare & Sagan LLC September 2011 - Present
UnitedHealthcare September 2000 - August 2003
Phoenix Home Life September 1996 - September 2000
Skills
Word, Microsoft Office, Excel, Customer Relations, Customer Service, PowerPoint, Writing
Education
American International College 1992 — 1994
BS, Psychology
Champlain College 1989 — 1991
AS, Hotel, Motel, and Restaurant Management
Sun Life Financial June 2013 - Present
Pignatare & Sagan LLC September 2011 - Present
UnitedHealthcare September 2000 - August 2003
Phoenix Home Life September 1996 - September 2000
Skills
Word, Microsoft Office, Excel, Customer Relations, Customer Service, PowerPoint, Writing
Education
American International College 1992 — 1994
BS, Psychology
Champlain College 1989 — 1991
AS, Hotel, Motel, and Restaurant Management
Tracey Gossard Tracey Gossard's Phoenix Home Life Experience January 1981 - January 1991
Job Hospitality Professional
Industry Hospitality
Experience
Marriott 2000 - 2011
Las Vegas Press 1997 - 2000
GoldenTel December 1996 - December 1997
Heritage Management January 1991 - January 1996
Phoenix Home Life January 1981 - January 1991
Skills
Microsoft Office, Writing Skills, Customer Service
Education
Southern Utah University 1979 — 1980
None, Business Management
Community College of Southern Nevada
Marriott 2000 - 2011
Las Vegas Press 1997 - 2000
GoldenTel December 1996 - December 1997
Heritage Management January 1991 - January 1996
Phoenix Home Life January 1981 - January 1991
Skills
Microsoft Office, Writing Skills, Customer Service
Education
Southern Utah University 1979 — 1980
None, Business Management
Community College of Southern Nevada
Shane Neergaard, MSCC Shane Neergaard, MSCC's Phoenix Home Life Experience 1995 - 1997
Job Care Manager Supervisor at Partners for Kids and Families
Industry Mental Health Care
Experience
Partners for Kids and Families April 2013 - Present
Partners for Kids and Families May 2005 - April 2013
Family Based Services March 2003 - May 2005
Coast Office Supply August 2000 - March 2003
Aslan Youth Ministries 1997 - 2000
Phoenix Home Life 1995 - 1997
Skills
Community Development, Mental Health, Case Managment, Community Outreach, Crisis Intervention, Program Development, Psychotherapy, Public Speaking, Microsoft Office
Education
Cairn University 2007 — 2010
MSCC, Masters of Science in Christian Counseling with Specialization in Professional Counseling
Metrowide Networking Institute 2002 — 2003
CCNA, Cisco Certified Network Associate: Computer Networking
Servfast Computers 2002 — 2002
MCP, Microsoft Certified Professional on Windows 2000 Professional & Windows 2000 Server
Eastern New Mexico University 1990 — 1994
BA, Religion (Bible, Hebrew concentration), Music minor
Partners for Kids and Families April 2013 - Present
Partners for Kids and Families May 2005 - April 2013
Family Based Services March 2003 - May 2005
Coast Office Supply August 2000 - March 2003
Aslan Youth Ministries 1997 - 2000
Phoenix Home Life 1995 - 1997
Skills
Community Development, Mental Health, Case Managment, Community Outreach, Crisis Intervention, Program Development, Psychotherapy, Public Speaking, Microsoft Office
Education
Cairn University 2007 — 2010
MSCC, Masters of Science in Christian Counseling with Specialization in Professional Counseling
Metrowide Networking Institute 2002 — 2003
CCNA, Cisco Certified Network Associate: Computer Networking
Servfast Computers 2002 — 2002
MCP, Microsoft Certified Professional on Windows 2000 Professional & Windows 2000 Server
Eastern New Mexico University 1990 — 1994
BA, Religion (Bible, Hebrew concentration), Music minor
Ted Madge Ted Madge's Phoenix Home Life Experience June 1994 - March 2004
Job Regional Sales Manager, Employee Benefit Enrollment Communications for employer and employee paid Benefits
Industry Insurance
Experience
Assurant Employee Benefits April 2004 - Present
Phoenix Home Life June 1994 - March 2004
Education
California Polytechnic State University-San Luis Obispo
Assurant Employee Benefits April 2004 - Present
Phoenix Home Life June 1994 - March 2004
Education
California Polytechnic State University-San Luis Obispo
James Schelling James Schelling's Phoenix Home Life Experience March 1971 - March 1974
Job President (retired 2010)
Industry Farming
Experience
Schelling Groves, LLC June 1995 - September 2010
Cigna Investment Management April 1979 - December 1999
Equitable Life February 1978 - June 1979
Connecticut General Invesments April 1974 - June 1978
Phoenix Home Life March 1971 - March 1974
Skills
Citrus Ranching, Corporate Finance, Institutional Portfolio..., Portfolio Management
Education
Tuck School of Business at Dartmouth 1977 — 1977
Advanced Management Program
Harvard Business School 1967 — 1969
Master of Business Administration (MBA), Finance and Marketing
University of California, Berkeley 1962 — 1966
Bachelor's degree, Psychology
Schelling Groves, LLC June 1995 - September 2010
Cigna Investment Management April 1979 - December 1999
Equitable Life February 1978 - June 1979
Connecticut General Invesments April 1974 - June 1978
Phoenix Home Life March 1971 - March 1974
Skills
Citrus Ranching, Corporate Finance, Institutional Portfolio..., Portfolio Management
Education
Tuck School of Business at Dartmouth 1977 — 1977
Advanced Management Program
Harvard Business School 1967 — 1969
Master of Business Administration (MBA), Finance and Marketing
University of California, Berkeley 1962 — 1966
Bachelor's degree, Psychology
Bill Bladel, CEBS Bill Bladel, CEBS's Phoenix Home Life Experience 1986 - 1992
Job Employee Benefit Consulting, Population Health Collaboration, Integrative Health Care Marketing & Business Development
Industry Hospital & Health Care
Experience
PIER Practice Solutions, LLC - a CentraState Healthcare System Affiliate September 2013 - Present
QualCare Inc. April 2013 - July 2013
Mid Atlantic Benefit Strategies, LLC January 1997 - December 2012
Nippon Life Insurance Company of America 1992 - 1996
Phoenix Home Life 1986 - 1992
Mutual Benefit 1985 - 1986
Phoenix Mutual 1982 - 1985
Union Mutual 1979 - 1982
Skills
Employee Benefits, Insurance, Healthcare, Health Insurance, Disability Insurance, Health Care Reform, Long-term Care, Health Policy, Managed Care, Training, Management, Hospitals, Voluntary Employee..., Group Insurance, Sales Management, Employee Wellness..., Patient Advocacy, Organizational Culture, Population Health..., Health Care Quality, Patient Engagement, Healthcare Information...
Education
Fairfield University
BS, Marketing
Johns Hopkins University & Coursera
The Science of Safety in Healthcare - Online Certificate Program
St. Agnes Cathedral High School
PIER Practice Solutions, LLC - a CentraState Healthcare System Affiliate September 2013 - Present
QualCare Inc. April 2013 - July 2013
Mid Atlantic Benefit Strategies, LLC January 1997 - December 2012
Nippon Life Insurance Company of America 1992 - 1996
Phoenix Home Life 1986 - 1992
Mutual Benefit 1985 - 1986
Phoenix Mutual 1982 - 1985
Union Mutual 1979 - 1982
Skills
Employee Benefits, Insurance, Healthcare, Health Insurance, Disability Insurance, Health Care Reform, Long-term Care, Health Policy, Managed Care, Training, Management, Hospitals, Voluntary Employee..., Group Insurance, Sales Management, Employee Wellness..., Patient Advocacy, Organizational Culture, Population Health..., Health Care Quality, Patient Engagement, Healthcare Information...
Education
Fairfield University
BS, Marketing
Johns Hopkins University & Coursera
The Science of Safety in Healthcare - Online Certificate Program
St. Agnes Cathedral High School
Judith Brown Judith Brown's Phoenix Home Life Experience 1989 - 1994
Job Senior Illustration Consultant at MetLife
Industry Insurance
Experience
MetLife April 1994 - Present
Phoenix Home Life 1989 - 1994
Skills
Insurance, Life Insurance, Employee Benefits, Retirement, Series 6, Brokers, Financial Services
Education
Rutgers University-New Brunswick 1982 — 1986
BA, English
LHS
MetLife April 1994 - Present
Phoenix Home Life 1989 - 1994
Skills
Insurance, Life Insurance, Employee Benefits, Retirement, Series 6, Brokers, Financial Services
Education
Rutgers University-New Brunswick 1982 — 1986
BA, English
LHS
Laurie Dahlberg Laurie Dahlberg's Phoenix Home Life Experience 1996 - 1999
Job Art Director, Graphic Designer
Industry Graphic Design
Experience
Graco February 2007 - March 2014
LD Design August 2003 - February 2007
Premium Waters Inc. 2000 - 2003
Phoenix Home Life 1996 - 1999
Skills
Packaging, Art Direction, Layout, Catalogs, Logo Design, Brochures, Graphics, Graphic Design, QuarkXPress, Creative Direction, InDesign, Adobe Creative Suite, Direct Mail, Photoshop, Photography
Education
The Art Institutes International-Minnesota 1998 — 1999
Associate of Arts (AA), Graphic Design
University of MN Duluth 1994 — 1996
Psychology
Drake University 1993 — 1994
Art/Art Studies, General
Graco February 2007 - March 2014
LD Design August 2003 - February 2007
Premium Waters Inc. 2000 - 2003
Phoenix Home Life 1996 - 1999
Skills
Packaging, Art Direction, Layout, Catalogs, Logo Design, Brochures, Graphics, Graphic Design, QuarkXPress, Creative Direction, InDesign, Adobe Creative Suite, Direct Mail, Photoshop, Photography
Education
The Art Institutes International-Minnesota 1998 — 1999
Associate of Arts (AA), Graphic Design
University of MN Duluth 1994 — 1996
Psychology
Drake University 1993 — 1994
Art/Art Studies, General
Tiel R. Greenfield, CISR Tiel R. Greenfield, CISR's Phoenix Home Life Experience 1996 - 2000
Job Executive Assistant and Business Development Coordinator at Oswald Companies
Industry Insurance
Experience
Oswald Companies April 2008 - Present
Girard Securities January 2013 - Present
MBNA March 2000 - June 2006
Phoenix Home Life 1996 - 2000
Skills
New Business Development, Sales, Marketing, Customer Service, Property & Casualty..., Business Development, Commercial Insurance, Team Building, Negotiation, Budgets, P&C License, Certified Insurance..., Insurance
Education
Cuyahoga Community College 1995 — 1999
Business Administration
Oswald Companies April 2008 - Present
Girard Securities January 2013 - Present
MBNA March 2000 - June 2006
Phoenix Home Life 1996 - 2000
Skills
New Business Development, Sales, Marketing, Customer Service, Property & Casualty..., Business Development, Commercial Insurance, Team Building, Negotiation, Budgets, P&C License, Certified Insurance..., Insurance
Education
Cuyahoga Community College 1995 — 1999
Business Administration
Kevin Callihan Kevin Callihan's Phoenix Home Life Experience May 1997 - February 1998
Job Director of Development Operations at Wayne Fueling Systems
Industry Internet
Experience
Wayne Fueling Systems August 2015 - Present
Telogis January 2013 - August 2015
ESC - Environmental Systems Corporation August 2010 - December 2012
Network Solutions March 2009 - May 2010
AOL, LLC. December 1999 - March 2009
Perot Systems April 1999 - December 1999
General Electric (GE) February 1998 - April 1999
Phoenix Home Life May 1997 - February 1998
Blackbaud June 1994 - May 1997
Skills
Agile Methodologies, Software Development, Product Management, SaaS, Testing, Web Applications, Software Quality..., XML, Integration, Quality Assurance, Hardware Diagnostics, Hardware, J1939, J1708, OBDII, CAN bus, Telematics, vehicle diagnostics, Scrum, Management, Mobile Applications, Test Automation, SDLC
Education
Marymount University 1989 — 1990
International Business
Wayne Fueling Systems August 2015 - Present
Telogis January 2013 - August 2015
ESC - Environmental Systems Corporation August 2010 - December 2012
Network Solutions March 2009 - May 2010
AOL, LLC. December 1999 - March 2009
Perot Systems April 1999 - December 1999
General Electric (GE) February 1998 - April 1999
Phoenix Home Life May 1997 - February 1998
Blackbaud June 1994 - May 1997
Skills
Agile Methodologies, Software Development, Product Management, SaaS, Testing, Web Applications, Software Quality..., XML, Integration, Quality Assurance, Hardware Diagnostics, Hardware, J1939, J1708, OBDII, CAN bus, Telematics, vehicle diagnostics, Scrum, Management, Mobile Applications, Test Automation, SDLC
Education
Marymount University 1989 — 1990
International Business
Carol Lehner Carol Lehner's Phoenix Home Life Experience January 1987 - July 1997
Job Planner Assistant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors January 2007 - Present
John Hancock Life Insurance Company (U.S.A.) April 1998 - July 2005
Phoenix Home Life January 1987 - July 1997
Skills
Retirement Planning, Retirement, Mutual Funds, Wealth Management, Investments, Insurance, Financial Services, Microsoft Excel, Life Insurance
Education
Northeastern University 1976 — 1980
Associates, Business Administration
Lincoln Financial Advisors January 2007 - Present
John Hancock Life Insurance Company (U.S.A.) April 1998 - July 2005
Phoenix Home Life January 1987 - July 1997
Skills
Retirement Planning, Retirement, Mutual Funds, Wealth Management, Investments, Insurance, Financial Services, Microsoft Excel, Life Insurance
Education
Northeastern University 1976 — 1980
Associates, Business Administration
Mike Weldon Mike Weldon's Phoenix Home Life Experience November 1993 - October 1997
Job VP, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Mertz Taggart January 2015 - April 2015
Lord Abbett February 2006 - September 2014
Lord, Abbett & Co. LLC October 1997 - January 2006
Phoenix Home Life November 1993 - October 1997
Skills
Marketing, Public Speaking, Investments, Series 7, Mutual Funds, Investment Strategies, Investment Advisory, Asset Allocation, Series 63, Wealth Management, 401k, Retirement Planning, Series 24, Separately Managed..., Investment Management
Education
University of Georgia - Terry College of Business 1992 — 1993
MBA, Finance
University of North Florida - College of Business Administration 1991 — 1992
Bachelor's Degree, Finance, General
University of Florida 1985 — 1989
Mertz Taggart January 2015 - April 2015
Lord Abbett February 2006 - September 2014
Lord, Abbett & Co. LLC October 1997 - January 2006
Phoenix Home Life November 1993 - October 1997
Skills
Marketing, Public Speaking, Investments, Series 7, Mutual Funds, Investment Strategies, Investment Advisory, Asset Allocation, Series 63, Wealth Management, 401k, Retirement Planning, Series 24, Separately Managed..., Investment Management
Education
University of Georgia - Terry College of Business 1992 — 1993
MBA, Finance
University of North Florida - College of Business Administration 1991 — 1992
Bachelor's Degree, Finance, General
University of Florida 1985 — 1989
Steven Copella Steven Copella's Phoenix Home Life Experience January 1997 - January 1999
Job IT Field Support at Cenveo
Industry Computer Networking
Experience
Cenveo October 2000 - Present
Yankee Candle Company January 1999 - October 2000
Phoenix Home Life January 1997 - January 1999
Big Y Foods January 1993 - January 1997
Skills
Project Management, Server Administration, Windows Server, Network Administration, Networking, Wireless Networking, Computer Hardware, Computer Repair, Printers, IP Phones, Training, Management, Microsoft Office, Laptops, Novell Netware, Help Desk Support, Software Installation, Troubleshooting, HP, System Administration, Software Documentation, Account Management, Print Management
Education
Holyoke Community College 2002 — 2004
Computer Science Administration
Angelica Central School 1986 — 1989
High School Diploma, Business
Cenveo October 2000 - Present
Yankee Candle Company January 1999 - October 2000
Phoenix Home Life January 1997 - January 1999
Big Y Foods January 1993 - January 1997
Skills
Project Management, Server Administration, Windows Server, Network Administration, Networking, Wireless Networking, Computer Hardware, Computer Repair, Printers, IP Phones, Training, Management, Microsoft Office, Laptops, Novell Netware, Help Desk Support, Software Installation, Troubleshooting, HP, System Administration, Software Documentation, Account Management, Print Management
Education
Holyoke Community College 2002 — 2004
Computer Science Administration
Angelica Central School 1986 — 1989
High School Diploma, Business
Kristin Haas Kristin Haas's Phoenix Home Life Experience 1995 - 1995
Job Teacher
Industry Primary/Secondary Education
Experience
Upper Dublin School District; Lower Moreland School District 2013 - 2014
Educere LLC 2003 - 2004
Pine Road Elementary School 1998 - 2000
Lower Moreland School District; Centennial School District; Springfield School District 1997 - 1998
Drinker Biddle & Reath LLP 1995 - 1997
Phoenix Home Life 1995 - 1995
Skills
Lesson Planning, Classroom, Classroom Management, Differentiated..., Elementary Education, Leadership, Strategic Planning, Public Speaking
Education
Arcadia University 1995 — 1997
Master of Education (M.Ed.), Elementary Education, 3.95
Villanova University 1992 — 1994
Bachelor's degree, Business: Marketing
Rosemont College 1990 — 1992
Upper Dublin School District; Lower Moreland School District 2013 - 2014
Educere LLC 2003 - 2004
Pine Road Elementary School 1998 - 2000
Lower Moreland School District; Centennial School District; Springfield School District 1997 - 1998
Drinker Biddle & Reath LLP 1995 - 1997
Phoenix Home Life 1995 - 1995
Skills
Lesson Planning, Classroom, Classroom Management, Differentiated..., Elementary Education, Leadership, Strategic Planning, Public Speaking
Education
Arcadia University 1995 — 1997
Master of Education (M.Ed.), Elementary Education, 3.95
Villanova University 1992 — 1994
Bachelor's degree, Business: Marketing
Rosemont College 1990 — 1992
Diane Kieras-Ciolkos's Phoenix Home Life Experience 1993 - 1994
Job Owner/Personal Vacation Planner at Escapes For Everyone
Industry Human Resources
Experience
Escapes For Everyone January 2013 - Present
Consultant September 2008 - Present
The Cruise Store March 2009 - December 2012
Channing Bete Company October 2011 - December 2011
InteliCoat Technologies April 2008 - September 2008
Solutia September 1998 - February 2006
General Cigar February 1995 - September 1998
Phoenix Home Life 1993 - 1994
Education
American International College 1993 — 1994
Masters of Arts, Human Resources Development
College of Our Lady of the Elms 1988 — 1992
Bachelors, Business Management
Escapes For Everyone January 2013 - Present
Consultant September 2008 - Present
The Cruise Store March 2009 - December 2012
Channing Bete Company October 2011 - December 2011
InteliCoat Technologies April 2008 - September 2008
Solutia September 1998 - February 2006
General Cigar February 1995 - September 1998
Phoenix Home Life 1993 - 1994
Education
American International College 1993 — 1994
Masters of Arts, Human Resources Development
College of Our Lady of the Elms 1988 — 1992
Bachelors, Business Management
Rodney Baker, Sr. Rodney Baker, Sr.'s Phoenix Home Life Experience January 1999 - January 1999
Job Principal, Triumph Design
Industry Marketing and Advertising
Experience
Triumph Design March 2009 - Present
Bloomfield Education Foundation 2010 - 2012
The Hartford January 2008 - January 2009
Valassis October 2006 - October 2008
Community Renewal Team January 2001 - January 2002
Phoenix Home Life January 1999 - January 1999
University of Connecticut January 1990 - January 1999
Skills
Strategic Graphic..., Art Direction, Web Design, InDesign, Illustrator, Photoshop, Graphic Design, HTML, Flash, PowerPoint, Photo Art Direction, Contract Management, Magazine Design, Design Management, Design Consulting, Design Consultation, Design Conceptualization, Strategic Planning, Marketing Strategy, Strategic Thinking, Staff Mentoring, Menu Design, Logo Design, Desktop Publishing, Print Publications, Publications Management, Annual Report Design, Typography, QuarkXPress, Annual Reports, Photography, Dreamweaver, Branding & Identity, Social Media
Education
School of Visual Arts 1979 — 1984
BFA, Graphic Design
Hudson County Vocational and Technical 1979 — 1979
Graphic Design Certificate, Graphic Design
Triumph Design March 2009 - Present
Bloomfield Education Foundation 2010 - 2012
The Hartford January 2008 - January 2009
Valassis October 2006 - October 2008
Community Renewal Team January 2001 - January 2002
Phoenix Home Life January 1999 - January 1999
University of Connecticut January 1990 - January 1999
Skills
Strategic Graphic..., Art Direction, Web Design, InDesign, Illustrator, Photoshop, Graphic Design, HTML, Flash, PowerPoint, Photo Art Direction, Contract Management, Magazine Design, Design Management, Design Consulting, Design Consultation, Design Conceptualization, Strategic Planning, Marketing Strategy, Strategic Thinking, Staff Mentoring, Menu Design, Logo Design, Desktop Publishing, Print Publications, Publications Management, Annual Report Design, Typography, QuarkXPress, Annual Reports, Photography, Dreamweaver, Branding & Identity, Social Media
Education
School of Visual Arts 1979 — 1984
BFA, Graphic Design
Hudson County Vocational and Technical 1979 — 1979
Graphic Design Certificate, Graphic Design
Donna Cauley Donna Cauley's Phoenix Home Life Experience 1993 - 1999
Job Delivery Lead at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems October 2012 - Present
Time Warner Cable February 2010 - October 2012
TEKsystems September 2006 - October 2012
Dow Jones Inc 2000 - 2006
Baystate Health November 1998 - January 2000
Phoenix Home Life 1993 - 1999
Skills
Visual Studio, SQL Server 2000-2008, SSRS, SSIS, Oracle, DB2/SQL, SQL database design, PL/SQL, XML, HTML, VBScript, Business Analysis, Business Intelligence, Data Analysis, Quality Assurance, Team Leadership, T-SQL, VBA, Access, ODBC, ADO.NET, Agile, Excel, Mentoring, ETL, Microsoft SQL Server
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Science
TEKsystems October 2012 - Present
Time Warner Cable February 2010 - October 2012
TEKsystems September 2006 - October 2012
Dow Jones Inc 2000 - 2006
Baystate Health November 1998 - January 2000
Phoenix Home Life 1993 - 1999
Skills
Visual Studio, SQL Server 2000-2008, SSRS, SSIS, Oracle, DB2/SQL, SQL database design, PL/SQL, XML, HTML, VBScript, Business Analysis, Business Intelligence, Data Analysis, Quality Assurance, Team Leadership, T-SQL, VBA, Access, ODBC, ADO.NET, Agile, Excel, Mentoring, ETL, Microsoft SQL Server
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Science
Gregg K. Mullens Gregg K. Mullens's Phoenix Home Life Experience 1998 - 2000
Job Dentist
Industry Medical Practice
Experience
Gregg K. Mullens, Pharm.D., D.D.S. October 1987 - Present
Sun Life Financial 2006 - 2011
Genworth Financial 2004 - 2006
G.E. Financial Assurance Co. 2000 - 2004
Phoenix Home LIfe 1998 - 2000
Ralph Gilman Jr., D.D.S. 1985 - 1987
James Reid, D.D.S. 1984 - 1985
Gordmans 1980 - 1984
Osco Drug 1980 - 1984
Eastern Ambulance Company 1974 - 1977
Education
University of Nebraska Medical Center 1980 — 1984
Doctor of Dental Surgery (D.D.S)
University of Nebraska Medical Center 1977 — 1980
Doctor of Pharmacy (Pharm.D.)
University of Nebraska-Lincoln 1974 — 1977
Undergraduate - College of Arts and Sciences
Gregg K. Mullens, Pharm.D., D.D.S. October 1987 - Present
Sun Life Financial 2006 - 2011
Genworth Financial 2004 - 2006
G.E. Financial Assurance Co. 2000 - 2004
Phoenix Home LIfe 1998 - 2000
Ralph Gilman Jr., D.D.S. 1985 - 1987
James Reid, D.D.S. 1984 - 1985
Gordmans 1980 - 1984
Osco Drug 1980 - 1984
Eastern Ambulance Company 1974 - 1977
Education
University of Nebraska Medical Center 1980 — 1984
Doctor of Dental Surgery (D.D.S)
University of Nebraska Medical Center 1977 — 1980
Doctor of Pharmacy (Pharm.D.)
University of Nebraska-Lincoln 1974 — 1977
Undergraduate - College of Arts and Sciences
Mali Bartlett Mali Bartlett's Phoenix Home Life Experience 1995 - 1997
Job Global Head of Deposit & Investments at HSBC
Industry Financial Services
Experience
HSBC October 2014 - Present
Citi 2005 - 2014
JP Morgan 2003 - 2005
Citi 2002 - 2003
Citi 2000 - 2002
Citi 2000 - 2002
Citi 1999 - 2000
Citi 1998 - 1998
Phoenix Home Life 1995 - 1997
Phoenix Life Insurance Company 1995 - 1997
Skills
Fixed Income, Banking, Capital Markets, Cash Management, Series 7, Series 63, Money Market, Financial Services, Product Management, Investments, Mutual Funds, Risk Management
Education
Indiana University Bloomington 1997 — 1999
MBA, Finance
Trinity College-Hartford 1992 — 1996
BS, Mathematics
HSBC October 2014 - Present
Citi 2005 - 2014
JP Morgan 2003 - 2005
Citi 2002 - 2003
Citi 2000 - 2002
Citi 2000 - 2002
Citi 1999 - 2000
Citi 1998 - 1998
Phoenix Home Life 1995 - 1997
Phoenix Life Insurance Company 1995 - 1997
Skills
Fixed Income, Banking, Capital Markets, Cash Management, Series 7, Series 63, Money Market, Financial Services, Product Management, Investments, Mutual Funds, Risk Management
Education
Indiana University Bloomington 1997 — 1999
MBA, Finance
Trinity College-Hartford 1992 — 1996
BS, Mathematics
Ann Maloney Costantino Ann Maloney Costantino's Phoenix Home Life Experience 1993 - 1997
Job Owner, Fly Boutique
Industry Retail
Experience
Fly Boutique March 2010 - Present
Sacred Heart School September 1998 - June 1999
PricewaterhouseCoopers January 1997 - August 1998
Phoenix Home Life 1993 - 1997
Skills
Marketing, Start-ups, Retail, Entrepreneurship, Small Business, Marketing Strategy, Sales, Social Networking, Customer Service, New Business Development, Merchandising, Sales Management, Social Media
Education
Manhattan College
BS, Finance and Marketing
Fly Boutique March 2010 - Present
Sacred Heart School September 1998 - June 1999
PricewaterhouseCoopers January 1997 - August 1998
Phoenix Home Life 1993 - 1997
Skills
Marketing, Start-ups, Retail, Entrepreneurship, Small Business, Marketing Strategy, Sales, Social Networking, Customer Service, New Business Development, Merchandising, Sales Management, Social Media
Education
Manhattan College
BS, Finance and Marketing
Rich Balkcom Rich Balkcom's Phoenix Home Life Experience 1980 - 1993
Job CEO at BAI Financial
Industry Financial Services
Experience
LPL Financial June 2013 - Present
BAI Financial 1985 - Present
New England Financial 1993 - 2013
Phoenix Home Life 1980 - 1993
MetLife 1976 - 1980
MetLife 1974 - 1976
Merrill Lynch 1966 - 1974
Skills
Financial Counseling, Employee Benefits, Estate Planning, Retirement, Securities, Investments, Fixed Annuities, Retirement Planning, Insurance, Mutual Funds, Financial Advisory, Finance, Asset Allocation, Investment Advisory, Financial Services, Asset Management, Series 63, Series 7, Portfolio Management, Strategic Financial..., Wealth Management, Financial Risk, 401k, FINRA, Financial Accounting, Financial Counseling,...
Education
Bryant University 1975 — 1977
LPL Financial June 2013 - Present
BAI Financial 1985 - Present
New England Financial 1993 - 2013
Phoenix Home Life 1980 - 1993
MetLife 1976 - 1980
MetLife 1974 - 1976
Merrill Lynch 1966 - 1974
Skills
Financial Counseling, Employee Benefits, Estate Planning, Retirement, Securities, Investments, Fixed Annuities, Retirement Planning, Insurance, Mutual Funds, Financial Advisory, Finance, Asset Allocation, Investment Advisory, Financial Services, Asset Management, Series 63, Series 7, Portfolio Management, Strategic Financial..., Wealth Management, Financial Risk, 401k, FINRA, Financial Accounting, Financial Counseling,...
Education
Bryant University 1975 — 1977
Lawrence Axelrod, CLU Lawrence Axelrod, CLU's Phoenix Home Life Experience 1995 - 1997
Job Financial Services Professional at MassMutual Rochester
Industry Financial Services
Experience
MassMutual Rochester 1997 - Present
Phoenix Home Life 1995 - 1997
Education
Ithaca College 1976 — 1980
MassMutual Rochester 1997 - Present
Phoenix Home Life 1995 - 1997
Education
Ithaca College 1976 — 1980
Georgia Underwood Georgia Underwood's Phoenix Home Life Experience August 1996 - May 1998
Job Practice Coordinator at Resurgens Orthopaedics
Industry Medical Practice
Experience
Resurgens Orthopaedics 1993 - 2011
Phoenix Home Life August 1996 - May 1998
Education
University of Georgia - Terry College of Business 1992 — 1996
BBA, Risk Management
Resurgens Orthopaedics 1993 - 2011
Phoenix Home Life August 1996 - May 1998
Education
University of Georgia - Terry College of Business 1992 — 1996
BBA, Risk Management
Evan Ohs Evan Ohs's Phoenix Home Life Experience 1997 - 2000
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company September 2000 - Present
Phoenix Home Life 1997 - 2000
The Phoenix Companies 1997 - 2000
Skills
Estate Planning, Retirement Planning, Strategic Planning, Life Insurance
Education
The Strategic Coach 2005 — 2013
California Polytechnic State University-San Luis Obispo 1994 — 1997
BS, Finance
Pacific Life Insurance Company September 2000 - Present
Phoenix Home Life 1997 - 2000
The Phoenix Companies 1997 - 2000
Skills
Estate Planning, Retirement Planning, Strategic Planning, Life Insurance
Education
The Strategic Coach 2005 — 2013
California Polytechnic State University-San Luis Obispo 1994 — 1997
BS, Finance
April Mueller April Mueller's Phoenix Home Life Experience January 1991 - June 1996
Job Client Relationship Specialist at FMF&E Wealth Management, LLC
Industry Investment Management
Experience
FMF&E Wealth Management, LLC May 2007 - Present
Excellus BCBS July 2005 - May 2007
BNY Mellon March 2003 - June 2005
The MONY Group/Axa Equitable June 1996 - March 2003
Phoenix Home Life January 1991 - June 1996
Skills
CRM, Management, Customer Service, Team Building, Finance, Research, Event Planning, Project Management, Compliance, Training
Education
University at Albany, SUNY 1989 — 1991
Bachelor of Science (BS), Economics
Onondaga Community College 1987 — 1988
Associate's degree, Business Administration and Management, General
FMF&E Wealth Management, LLC May 2007 - Present
Excellus BCBS July 2005 - May 2007
BNY Mellon March 2003 - June 2005
The MONY Group/Axa Equitable June 1996 - March 2003
Phoenix Home Life January 1991 - June 1996
Skills
CRM, Management, Customer Service, Team Building, Finance, Research, Event Planning, Project Management, Compliance, Training
Education
University at Albany, SUNY 1989 — 1991
Bachelor of Science (BS), Economics
Onondaga Community College 1987 — 1988
Associate's degree, Business Administration and Management, General
Tom Costello's Phoenix Home Life Experience June 1990 - March 1993
Job Regional VicePresident at Symetra Financial
Industry Insurance
Experience
Symetra Financial April 1993 - Present
Phoenix Home Life June 1990 - March 1993
Skills
Health Insurance, Employee Benefits, Disability Insurance, Stop Loss, Life Insurance
Education
University of Massachusetts, Amherst 1986 — 1990
Duxbury High School
Symetra Financial April 1993 - Present
Phoenix Home Life June 1990 - March 1993
Skills
Health Insurance, Employee Benefits, Disability Insurance, Stop Loss, Life Insurance
Education
University of Massachusetts, Amherst 1986 — 1990
Duxbury High School
Briana Sitler's Phoenix Home Life Experience January 1991 - January 1995
Job Director of Special Programs at Bay Path University
Industry Events Services
Experience
Bay Path University September 2007 - Present
Center for Human Development August 2004 - December 2011
Sun Life Financial June 2007 - September 2007
Genworth Financial April 2001 - June 2007
GE Financial Assurance Company April 1999 - April 2001
The Phoenix Companies April 1995 - January 1999
Phoenix Home Life January 1991 - January 1995
Phoenix Mututal January 1989 - January 1991
Phoenix Life Insurance Company 1988 - 1989
Skills
Event Planning, Problem Solving, Budgeting, Event Management, Mentoring, Word, PowerPoint, Strategic Planning, Excel, Microsoft Office, Customer Relations, Social Media, Microsoft Excel, Budgets, Customer Service, Management, Program Management, Public Speaking, Public Relations, Time Management, Strategy
Education
Bay Path University 2000 — 2004
B.S., Business, Executive Management
Wells College 1981 — 1982
Bay Path University September 2007 - Present
Center for Human Development August 2004 - December 2011
Sun Life Financial June 2007 - September 2007
Genworth Financial April 2001 - June 2007
GE Financial Assurance Company April 1999 - April 2001
The Phoenix Companies April 1995 - January 1999
Phoenix Home Life January 1991 - January 1995
Phoenix Mututal January 1989 - January 1991
Phoenix Life Insurance Company 1988 - 1989
Skills
Event Planning, Problem Solving, Budgeting, Event Management, Mentoring, Word, PowerPoint, Strategic Planning, Excel, Microsoft Office, Customer Relations, Social Media, Microsoft Excel, Budgets, Customer Service, Management, Program Management, Public Speaking, Public Relations, Time Management, Strategy
Education
Bay Path University 2000 — 2004
B.S., Business, Executive Management
Wells College 1981 — 1982
Thea Cardamone's Phoenix Home Life Experience 1984 - 2000
Job Retired Actuary
Industry Insurance
Experience
Retired and enjoying it! September 2013 - Present
United Healthcare April 2008 - September 2013
Toastmasters International 1990 - August 2011
Actuaries' Club of Hartford and Springfield June 2009 - May 2010
Sun Life Financial June 2007 - January 2008
Genworth Financial January 2001 - June 2007
Genworth Financial 2000 - 2007
The Phoenix Companies June 1984 - April 2001
Phoenix Home Life 1984 - 2000
Aetna 1981 - 1984
Skills
HIPAA, Insurance, Health Insurance, Employee Benefits, Process Improvement, Data Analysis, Analysis, Project Management, Business Analysis, Management, Leadership, Business Process..., Human Resources, Business Process, Strategy, Healthcare, Training, Vendor Management, Team Building, Program Management, Change Management
Education
University of New Hampshire 1969 — 1973
M.S., Mathematics
Smith College 1965 — 1969
BA, Mathematics
Glen Cove High School 1961 — 1965
Mathematics, Science, Latin, and everything else!
Retired and enjoying it! September 2013 - Present
United Healthcare April 2008 - September 2013
Toastmasters International 1990 - August 2011
Actuaries' Club of Hartford and Springfield June 2009 - May 2010
Sun Life Financial June 2007 - January 2008
Genworth Financial January 2001 - June 2007
Genworth Financial 2000 - 2007
The Phoenix Companies June 1984 - April 2001
Phoenix Home Life 1984 - 2000
Aetna 1981 - 1984
Skills
HIPAA, Insurance, Health Insurance, Employee Benefits, Process Improvement, Data Analysis, Analysis, Project Management, Business Analysis, Management, Leadership, Business Process..., Human Resources, Business Process, Strategy, Healthcare, Training, Vendor Management, Team Building, Program Management, Change Management
Education
University of New Hampshire 1969 — 1973
M.S., Mathematics
Smith College 1965 — 1969
BA, Mathematics
Glen Cove High School 1961 — 1965
Mathematics, Science, Latin, and everything else!
Carla (Otfinoski) Carpenter's Phoenix Home Life Experience April 1994 - October 1997
Job Director, Graphic Communications at Hartford Steam Boiler
Industry Public Relations and Communications
Experience
Hartford Steam Boiler October 1997 - Present
Phoenix Home Life April 1994 - October 1997
Aetna May 1993 - April 1994
Pratt & Whitney July 1984 - January 1993
Gronbach Advertising January 1983 - June 1984
Skills
Marketing Strategy, Strategic Planning, Strategic Communications, Event Planning, Customer Service, Program Management, Event Management, Property & Casualty..., Annual Reports, Marketing, Press Releases, Media Relations, Marketing Communications
Education
Wesleyan University 1985 — 1988
MA, Liberal Studies
University of Hartford 1978 — 1982
BA, Mass Communications
Woodrow Wilson High School 1974 — 1978
Farm Hill School
Hartford Steam Boiler October 1997 - Present
Phoenix Home Life April 1994 - October 1997
Aetna May 1993 - April 1994
Pratt & Whitney July 1984 - January 1993
Gronbach Advertising January 1983 - June 1984
Skills
Marketing Strategy, Strategic Planning, Strategic Communications, Event Planning, Customer Service, Program Management, Event Management, Property & Casualty..., Annual Reports, Marketing, Press Releases, Media Relations, Marketing Communications
Education
Wesleyan University 1985 — 1988
MA, Liberal Studies
University of Hartford 1978 — 1982
BA, Mass Communications
Woodrow Wilson High School 1974 — 1978
Farm Hill School
Mary Anne Heckwolf's Phoenix Home Life Experience March 1995 - May 1996
Job President at Heckwolf & Associates, LLC
Industry Insurance
Experience
Heckwolf & Associates, LLC August 2006 - Present
CareFirst BlueCross BlueShield 1996 - 2006
Blue Cross Blue Shield of Maryland May 1986 - February 2005
Phoenix Home Life March 1995 - May 1996
Skills
Strategic Planning, Insurance, Managed Care, Medicaid, Medicare, Process Improvement, Program Management, HIPAA, Health Insurance, Vendor Management, Leadership, SDLC, Employee Benefits, Business Analysis, Healthcare, Change Management, Team Building, Training, Management, Customer Service, Benefits Administration, Claim, Budgets
Education
The Johns Hopkins University
Master of Administrative Science, Business, management, organizational design.
The Johns Hopkins University
Master of Liberal Arts, Liberal Arts
Heckwolf & Associates, LLC August 2006 - Present
CareFirst BlueCross BlueShield 1996 - 2006
Blue Cross Blue Shield of Maryland May 1986 - February 2005
Phoenix Home Life March 1995 - May 1996
Skills
Strategic Planning, Insurance, Managed Care, Medicaid, Medicare, Process Improvement, Program Management, HIPAA, Health Insurance, Vendor Management, Leadership, SDLC, Employee Benefits, Business Analysis, Healthcare, Change Management, Team Building, Training, Management, Customer Service, Benefits Administration, Claim, Budgets
Education
The Johns Hopkins University
Master of Administrative Science, Business, management, organizational design.
The Johns Hopkins University
Master of Liberal Arts, Liberal Arts
Sue Schoch's Phoenix Home Life Experience 1985 - 2001
Job VP Dental & Vision Product at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial May 2014 - Present
Sun Life Financial March 2013 - May 2014
Sun Life Financial April 2010 - March 2013
Sun Life Financial May 2007 - April 2010
Genworth Financial 2001 - 2007
Phoenix Home Life 1985 - 2001
MetLife September 1982 - September 1985
Skills
Insurance, Employee Benefits, Reinsurance, Life Insurance, Actuarial Science, Product Development, Health Insurance, Risk Management, Underwriting, Disability Insurance, Process Improvement, Management, Leadership, Claim, Term Life Insurance, Financial Services, Investments
Education
Bryn Mawr College 1979 — 1982
BA, Mathematics
Sun Life Financial May 2014 - Present
Sun Life Financial March 2013 - May 2014
Sun Life Financial April 2010 - March 2013
Sun Life Financial May 2007 - April 2010
Genworth Financial 2001 - 2007
Phoenix Home Life 1985 - 2001
MetLife September 1982 - September 1985
Skills
Insurance, Employee Benefits, Reinsurance, Life Insurance, Actuarial Science, Product Development, Health Insurance, Risk Management, Underwriting, Disability Insurance, Process Improvement, Management, Leadership, Claim, Term Life Insurance, Financial Services, Investments
Education
Bryn Mawr College 1979 — 1982
BA, Mathematics
Tony Monico's Phoenix Home Life Experience 1986 - 2000
Job Regional VP Eastern Division
Industry Insurance
Experience
Guardian Group February 2008 - Present
Guardian Life Insurance October 2000 - January 2008
Guardian Life Insurance Company 2001 - 2008
Phoenix Home Life 1986 - 2000
Met Life 1984 - 1986
Skills
Sales, Insurance, New Business Development, Leadership, Selling, Sales Management, Marketing, Management, Underwriting, Account Management, Strategy, Employee Benefits, Negotiation, Disability Insurance, Strategic Planning, Team Building, Direct Sales, Business Development, Cold Calling, Marketing Strategy, CRM, Contract Negotiation
Education
University of Georgia - Terry College of Business 1981 — 1984
Risk Mgt and Insurance
Columbus State University 1979 — 1980
Business
Carver High 1976 — 1979
High School
Guardian Group February 2008 - Present
Guardian Life Insurance October 2000 - January 2008
Guardian Life Insurance Company 2001 - 2008
Phoenix Home Life 1986 - 2000
Met Life 1984 - 1986
Skills
Sales, Insurance, New Business Development, Leadership, Selling, Sales Management, Marketing, Management, Underwriting, Account Management, Strategy, Employee Benefits, Negotiation, Disability Insurance, Strategic Planning, Team Building, Direct Sales, Business Development, Cold Calling, Marketing Strategy, CRM, Contract Negotiation
Education
University of Georgia - Terry College of Business 1981 — 1984
Risk Mgt and Insurance
Columbus State University 1979 — 1980
Business
Carver High 1976 — 1979
High School
Stephanie Seregin's Phoenix Home Life Experience January 1989 - December 1993
Job Assistant at MVSD
Industry Public Policy
Experience
MVSD November 2007 - Present
Phoenix Home Life January 1989 - December 1993
Education
Heald College
MVSD November 2007 - Present
Phoenix Home Life January 1989 - December 1993
Education
Heald College
Daniel Schmid's Phoenix Home Life Experience 1994 - 2004
Job Vice President Market Leader, Western U.S.
Industry Insurance
Experience
Sun Life Financial February 2014 - Present
Sun Life Financial 2007 - January 2014
Genworth Financial 2003 - 2007
Phoenix Home Life 1994 - 2004
Skills
Disability Insurance, Insurance, Underwriting, Health Insurance, Fixed Annuities, Term Life Insurance, Brokers, Risk Management, Leadership, Employee Benefits, Management, Long-term Care, Sales, Life Insurance, Health Savings Accounts
Education
California Polytechnic State University-San Luis Obispo 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Sun Life Financial February 2014 - Present
Sun Life Financial 2007 - January 2014
Genworth Financial 2003 - 2007
Phoenix Home Life 1994 - 2004
Skills
Disability Insurance, Insurance, Underwriting, Health Insurance, Fixed Annuities, Term Life Insurance, Brokers, Risk Management, Leadership, Employee Benefits, Management, Long-term Care, Sales, Life Insurance, Health Savings Accounts
Education
California Polytechnic State University-San Luis Obispo 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Bruce Michaels's Phoenix Home Life Experience 1998 - 2000
Job Marketing Director at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group February 2015 - Present
MassMutual Financial Group April 2013 - February 2015
MassMutual Financial Group October 2001 - April 2013
GE Financial Assurance April 2000 - October 2001
Moore BCS 2000 - 2000
Phoenix Home Life 1998 - 2000
Phoenix Home Life 1995 - 1998
Northeast Helicopters Inc 1992 - 1995
Skills
Marketing Strategy, Marketing, Strategic Planning, Sourcing, Integrated Marketing, Leadership, Strategy, Budgets, Insurance, Direct Marketing, Management, Process Improvement, Project Management, Outsourcing, Purchasing, Marketing Communications, Cross-functional Team..., Sales, Social Media Marketing, Email Marketing, Procurement, New Business Development, Team Building
Education
University of Massachusetts, Amherst 2001 — 2005
BA, Procurement Management
Northeast Helicopters 1989 — 1994
Flight Instructor, Certified Flight & Instrument Instructor
Springfield Technical Community College 1988 — 1991
Associates, Liberal Arts
Enfield High School 1984 — 1988
MassMutual Financial Group February 2015 - Present
MassMutual Financial Group April 2013 - February 2015
MassMutual Financial Group October 2001 - April 2013
GE Financial Assurance April 2000 - October 2001
Moore BCS 2000 - 2000
Phoenix Home Life 1998 - 2000
Phoenix Home Life 1995 - 1998
Northeast Helicopters Inc 1992 - 1995
Skills
Marketing Strategy, Marketing, Strategic Planning, Sourcing, Integrated Marketing, Leadership, Strategy, Budgets, Insurance, Direct Marketing, Management, Process Improvement, Project Management, Outsourcing, Purchasing, Marketing Communications, Cross-functional Team..., Sales, Social Media Marketing, Email Marketing, Procurement, New Business Development, Team Building
Education
University of Massachusetts, Amherst 2001 — 2005
BA, Procurement Management
Northeast Helicopters 1989 — 1994
Flight Instructor, Certified Flight & Instrument Instructor
Springfield Technical Community College 1988 — 1991
Associates, Liberal Arts
Enfield High School 1984 — 1988
Mat Nelson's Phoenix Home Life Experience August 1994 - December 1995
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
Claire Rochat Leonardi's Phoenix Home Life Experience 1996 - 1998
Job Seeking leadership, strategic development or investment position in entrepreneurial company
Industry Investment Management
Experience
Healthcare or life sciences, investment, or financial services February 2015 - Present
Allianz Life Variable Insurance Products and Fund of Funds Trusts 2004 - Present
Connecticut Innovations 2012 - 2015
The WildCenter (Natural History Museum of the Adirondacks) 2007 - 2014
University of Connecticut Health Center 1993 - 2007
Fairview Capital L.P. 1994 - 2006
University of Connecticut 1993 - 2003
Connecticut Children's Medical Center 1999 - 2002
Phoenix Home Life 1996 - 1998
Crossroads Capital Partners LLC 1990 - 1995
Skills
Leadership, Strategy Development, Financial Analysis, Governance, Project Planning, Management, Strategy, Valuation, Finance, Research, Program Management, Strategic Planning, Corporate Finance, Public Speaking, Business Strategy, Start-ups, Entrepreneurship, Business Planning, Due Diligence, Investments, Management Consulting, Mergers, Private Equity, Risk Management, Strategic Partnerships, Venture Capital, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School
MBA, Concentration in Finance and Entrepreneurship
Rutgers University
BA, Business and Economics
Healthcare or life sciences, investment, or financial services February 2015 - Present
Allianz Life Variable Insurance Products and Fund of Funds Trusts 2004 - Present
Connecticut Innovations 2012 - 2015
The WildCenter (Natural History Museum of the Adirondacks) 2007 - 2014
University of Connecticut Health Center 1993 - 2007
Fairview Capital L.P. 1994 - 2006
University of Connecticut 1993 - 2003
Connecticut Children's Medical Center 1999 - 2002
Phoenix Home Life 1996 - 1998
Crossroads Capital Partners LLC 1990 - 1995
Skills
Leadership, Strategy Development, Financial Analysis, Governance, Project Planning, Management, Strategy, Valuation, Finance, Research, Program Management, Strategic Planning, Corporate Finance, Public Speaking, Business Strategy, Start-ups, Entrepreneurship, Business Planning, Due Diligence, Investments, Management Consulting, Mergers, Private Equity, Risk Management, Strategic Partnerships, Venture Capital, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School
MBA, Concentration in Finance and Entrepreneurship
Rutgers University
BA, Business and Economics
Jack Tomasiello's Phoenix Home Life Experience September 1990 - September 1996
Job Sr. Application Developer/Changeman Administrator at Selective Insurance
Industry Financial Services
Experience
Selective Insurance May 2012 - Present
CIGNA November 2009 - May 2012
PRUDENTIAL FINANCIAL INC March 2004 - August 2009
CIGNA Retirement & Investments Inc. September 1996 - March 2004
PHOENIX HOME LIFE September 1990 - September 1996
AETNA LIFE AND CASUALTY February 1984 - September 1990
Skills
JCL, CICS, QMF, COBOL, SPUFI, DB2, MVS, Fileaid, Endeavor, ISPF, Syncsort, SQL, System Architecture, CA7, Database Administration, Database Design, Accounting, Customer Service, Insurance, Leadership, Disaster Recovery, Data Modeling, Programming, Project Management, Software Documentation, Panvalet, Visio, Mainframe, Program Management, VSAM, SDLC, TSO, Systems Analysis
Education
University of New Haven 1982 — 1983
Graduate Credits, Computer Science
University of Connecticut 1972 — 1977
Bachelor of Science, pharmacy
Selective Insurance May 2012 - Present
CIGNA November 2009 - May 2012
PRUDENTIAL FINANCIAL INC March 2004 - August 2009
CIGNA Retirement & Investments Inc. September 1996 - March 2004
PHOENIX HOME LIFE September 1990 - September 1996
AETNA LIFE AND CASUALTY February 1984 - September 1990
Skills
JCL, CICS, QMF, COBOL, SPUFI, DB2, MVS, Fileaid, Endeavor, ISPF, Syncsort, SQL, System Architecture, CA7, Database Administration, Database Design, Accounting, Customer Service, Insurance, Leadership, Disaster Recovery, Data Modeling, Programming, Project Management, Software Documentation, Panvalet, Visio, Mainframe, Program Management, VSAM, SDLC, TSO, Systems Analysis
Education
University of New Haven 1982 — 1983
Graduate Credits, Computer Science
University of Connecticut 1972 — 1977
Bachelor of Science, pharmacy
Jim Makee, Jr.'s Phoenix Home Life Experience 1993 - 1994
Job Financial Advisor
Industry Financial Services
Experience
UBS Financial Services Inc June 1990 - Present
Visiting Nurse Association (VNA) of Ohio 2010 - August 2013
Chesterland Police Department December 2007 - August 2012
Lvca Inc. September 2007 - July 2009
McDonald Investments September 2003 - February 2007
First Merit September 2002 - September 2003
Phoenix Home Life 1993 - 1994
Education
Miami University 1986 — 1990
BS, Business
Charles F Brush High School 1982 — 1986
UBS Financial Services Inc June 1990 - Present
Visiting Nurse Association (VNA) of Ohio 2010 - August 2013
Chesterland Police Department December 2007 - August 2012
Lvca Inc. September 2007 - July 2009
McDonald Investments September 2003 - February 2007
First Merit September 2002 - September 2003
Phoenix Home Life 1993 - 1994
Education
Miami University 1986 — 1990
BS, Business
Charles F Brush High School 1982 — 1986
Bill Hoefer's Phoenix Home Life Experience 1996 - 2001
Job Owner, Resource Financial Network
Industry Financial Services
Experience
Resource Financial Network January 2001 - Present
Phoenix Home Life 1996 - 2001
Mutual of New York 1988 - 1995
Western Dubuque High School 1975 - 1987
Skills
Financial Analysis, FINRA, Customer Service, Finance, Retirement Planning, Insurance, Securities, Wealth Management, Data Analysis, Cross-functional Team..., Marketing Strategy, Investments
Education
Loras College 1971 — 1975
MA, Secondary Administration
Resource Financial Network January 2001 - Present
Phoenix Home Life 1996 - 2001
Mutual of New York 1988 - 1995
Western Dubuque High School 1975 - 1987
Skills
Financial Analysis, FINRA, Customer Service, Finance, Retirement Planning, Insurance, Securities, Wealth Management, Data Analysis, Cross-functional Team..., Marketing Strategy, Investments
Education
Loras College 1971 — 1975
MA, Secondary Administration
Edward Holden's Phoenix Home Life Experience 2002 - 2004
Job Director, Business Process Support at Knights of Columbus
Industry Information Technology and Services
Experience
Knights of Columbus 2012 - Present
Knights of Columbus 2010 - 2012
Mass Mutual 2005 - 2010
ING Americas 2004 - 2005
Phoenix Home Life 2002 - 2004
Mass Mutual 2001 - 2003
CNA 2000 - 2001
Travelers Life & Annuity 1998 - 2000
CSC 1996 - 1998
Education
Franklin & Marshall College 1978 — 1982
BA, Business Management
Knights of Columbus 2012 - Present
Knights of Columbus 2010 - 2012
Mass Mutual 2005 - 2010
ING Americas 2004 - 2005
Phoenix Home Life 2002 - 2004
Mass Mutual 2001 - 2003
CNA 2000 - 2001
Travelers Life & Annuity 1998 - 2000
CSC 1996 - 1998
Education
Franklin & Marshall College 1978 — 1982
BA, Business Management
Cassandra Burns's Phoenix Home Life Experience 1996 - 1998
Job Underwriting Director at Aetna
Industry Insurance
Experience
Aetna 2010 - Present
Aetna 2004 - 2010
Aetna 2003 - 2008
CIGNA 1999 - 2003
Phoenix Home Life 1996 - 1998
Skills
Underwriting, Insurance, Health Insurance, Disability Insurance, Employee Benefits, Life Insurance, Managed Care, Commercial Insurance, Medicare, Strategic Planning, Healthcare, Financial Analysis, Team Building
Education
Trinity College-Hartford 1989 — 1993
BA, History
Aetna 2010 - Present
Aetna 2004 - 2010
Aetna 2003 - 2008
CIGNA 1999 - 2003
Phoenix Home Life 1996 - 1998
Skills
Underwriting, Insurance, Health Insurance, Disability Insurance, Employee Benefits, Life Insurance, Managed Care, Commercial Insurance, Medicare, Strategic Planning, Healthcare, Financial Analysis, Team Building
Education
Trinity College-Hartford 1989 — 1993
BA, History
Doreen Aninwene's Phoenix Home Life Experience 1981 - 1993
Job Client Executive at Metlife Insurance company
Industry Insurance
Experience
MetLife Insurance Company July 1993 - Present
Phoenix Home Life 1981 - 1993
Skills
Leadership, Management, Insurance, Strategic Planning, Microsoft Office, Process Improvement, Program Management, Employee Benefits, Financial Services
Education
The University of the West Indies, Mona
Bachelor’s Degree, Geography/Sociology - Double Major
University Of Nottinghan, UK
Master’s Degree, City/Urban, Community and Regional Planning
MetLife Insurance Company July 1993 - Present
Phoenix Home Life 1981 - 1993
Skills
Leadership, Management, Insurance, Strategic Planning, Microsoft Office, Process Improvement, Program Management, Employee Benefits, Financial Services
Education
The University of the West Indies, Mona
Bachelor’s Degree, Geography/Sociology - Double Major
University Of Nottinghan, UK
Master’s Degree, City/Urban, Community and Regional Planning
Scott Hutchison's Phoenix Home Life Experience 1993 - 1999
Job Vice President of Financial Services at OMS Group Inc.
Industry Financial Services
Experience
OMS Group Inc. October 2007 - Present
The Producers' Choice 1999 - 2007
Phoenix Home Life 1993 - 1999
Skills
Retirement, Insurance, Employee Benefits, Retirement Planning, Health Insurance, Small Business, Life Insurance, 401k, Team Building, Strategic Planning, Sales Management, Coaching, Leadership, Account Management, Sales, Direct Sales, Fixed Annuities, Series 7, Disability Insurance, Term Life Insurance, Long-term Care, Wealth Management, Whole Life, Mutual Funds, FINRA, IRAs, Series 24, Securities, Series 63, Strategic Financial..., Investments, 401k Rollovers
Education
Florida Southern College 1981 — 1985
BS, Finance
Tabor Academy 1979 — 1980
OMS Group Inc. October 2007 - Present
The Producers' Choice 1999 - 2007
Phoenix Home Life 1993 - 1999
Skills
Retirement, Insurance, Employee Benefits, Retirement Planning, Health Insurance, Small Business, Life Insurance, 401k, Team Building, Strategic Planning, Sales Management, Coaching, Leadership, Account Management, Sales, Direct Sales, Fixed Annuities, Series 7, Disability Insurance, Term Life Insurance, Long-term Care, Wealth Management, Whole Life, Mutual Funds, FINRA, IRAs, Series 24, Securities, Series 63, Strategic Financial..., Investments, 401k Rollovers
Education
Florida Southern College 1981 — 1985
BS, Finance
Tabor Academy 1979 — 1980
Olivia McKone's Phoenix Home Life Experience 1981 - January 1997
Job Senior systems analyst at Transamerica Financial Life Insurance Company
Industry Insurance
Experience
Transamerica Financial Life Insurance Company July 2000 - Present
Phoenix Home Life 1981 - January 1997
Education
College of the Holy Cross
Transamerica Financial Life Insurance Company July 2000 - Present
Phoenix Home Life 1981 - January 1997
Education
College of the Holy Cross
WILLIAM TROY's Phoenix Home Life Experience 1991 - 2000
Job Cloud System Administrator at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2011 - June 2014
TEKsystems June 2007 - January 2011
Lincoln Financial Group 2000 - 2003
Phoenix Home Life 1991 - 2000
Skills
Pega PRPC, Visio, SOA, Business Analysis, SDLC, Enterprise Architecture, Requirements Analysis, Requirements Gathering, Agile Methodologies, Solution Architecture, Systems Analysis, Business Process Design, Data Warehousing, Business Requirements, Data Modeling, DB2, SharePoint, Resource Management, ETL, Business Process, Agile Project Management, Scrum, Websphere, SQL, IT Strategy
Education
Western New England College 1997 — 2001
Master's degree, Information Systems
UMASS 1986 — 1988
Bachelor of Arts (BA), Economics
Holyoke Community College 1983 — 1986
Associate of Science (A.S.), Business Administration and Management, General
MassMutual Financial Group January 2011 - June 2014
TEKsystems June 2007 - January 2011
Lincoln Financial Group 2000 - 2003
Phoenix Home Life 1991 - 2000
Skills
Pega PRPC, Visio, SOA, Business Analysis, SDLC, Enterprise Architecture, Requirements Analysis, Requirements Gathering, Agile Methodologies, Solution Architecture, Systems Analysis, Business Process Design, Data Warehousing, Business Requirements, Data Modeling, DB2, SharePoint, Resource Management, ETL, Business Process, Agile Project Management, Scrum, Websphere, SQL, IT Strategy
Education
Western New England College 1997 — 2001
Master's degree, Information Systems
UMASS 1986 — 1988
Bachelor of Arts (BA), Economics
Holyoke Community College 1983 — 1986
Associate of Science (A.S.), Business Administration and Management, General
Kristin Doore's Phoenix Home Life Experience September 1995 - May 1999
Job Business Manager at Cancer Support Community Western Ohio
Industry Health, Wellness and Fitness
Experience
Cancer Support Community Western Ohio December 2012 - Present
Culture Works April 2002 - August 2011
Phoenix Home Life September 1995 - May 1999
Skills
New Business Development, Strategic Planning, Customer Service, Coaching, Sales Management, Event Management, Event Planning, Nonprofits, Budgets, Volunteer Management, Organizational..., Editing, Microsoft Word, Project Management, Microsoft Excel, PowerPoint, Arts Administration, Non-profit..., Program Development, Community Outreach, Microsoft Office, Public Relations, Fundraising
Education
Florida State University
Jacksonville University
Cancer Support Community Western Ohio December 2012 - Present
Culture Works April 2002 - August 2011
Phoenix Home Life September 1995 - May 1999
Skills
New Business Development, Strategic Planning, Customer Service, Coaching, Sales Management, Event Management, Event Planning, Nonprofits, Budgets, Volunteer Management, Organizational..., Editing, Microsoft Word, Project Management, Microsoft Excel, PowerPoint, Arts Administration, Non-profit..., Program Development, Community Outreach, Microsoft Office, Public Relations, Fundraising
Education
Florida State University
Jacksonville University