The MONY Group
Industry: Insurance company
DescriptionFounded: 1997 Parent organization: AXA Financial
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The MONY Group Employees
Employee
Years
Job
Industry
Thomas Nee, Jr., CFP®, CFS Thomas Nee, Jr., CFP®, CFS's The MONY Group Experience August 1999 - June 2002
Job CERTIFIED FINANCIAL PLANNER™ certificant at V&T Wealth Advisors (an affliate of Cottrill Arbutina Wealth Mgmt Group)
Industry Financial Services
Experience
V&T Wealth Advisors (an affliate of Cottrill Arbutina Wealth Mgmt Group) December 2013 - Present
V & T Wealth Advisors (an office of MetLife) December 2008 - December 2013
MetLife February 2007 - November 2008
Principal Financial Group July 2002 - January 2007
The MONY Group August 1999 - June 2002
Education
University of Pittsburgh 1993 — 1998
Economics
V&T Wealth Advisors (an affliate of Cottrill Arbutina Wealth Mgmt Group) December 2013 - Present
V & T Wealth Advisors (an office of MetLife) December 2008 - December 2013
MetLife February 2007 - November 2008
Principal Financial Group July 2002 - January 2007
The MONY Group August 1999 - June 2002
Education
University of Pittsburgh 1993 — 1998
Economics
Jed Maslowski Jed Maslowski's The MONY Group Experience June 2001 - March 2005
Job President, MAZ Income Planning Services
Industry Insurance
Experience
MAZ Income Planning Services October 2005 - Present
Bennett and Porter Insurance 2008 - 2010
The MONY Group June 2001 - March 2005
Michaels Wilder Group 1999 - 2002
Skills
Small Business, Insurance, Strategic Planning, Budgeting, Business Planning, Financial Analysis, Retirement Planning, Long Term Care, Disability Insurance, Wealth Management, Tax Reduction Strategies, Retirement, Health Insurance, Life Insurance, Banking, Estate Planning, Tax, Finance, Strategic Financial..., Fixed Annuities, Employee Benefits, Long-term Care, Long Term Care Insurance, Term Life Insurance, Budgets, Financial Planners, Underwriting, Financial Planning, Sales
Education
University of Nebraska-Lincoln 1993 — 1998
Bachelor of Science (BS), Advertising & Marketing
MAZ Income Planning Services October 2005 - Present
Bennett and Porter Insurance 2008 - 2010
The MONY Group June 2001 - March 2005
Michaels Wilder Group 1999 - 2002
Skills
Small Business, Insurance, Strategic Planning, Budgeting, Business Planning, Financial Analysis, Retirement Planning, Long Term Care, Disability Insurance, Wealth Management, Tax Reduction Strategies, Retirement, Health Insurance, Life Insurance, Banking, Estate Planning, Tax, Finance, Strategic Financial..., Fixed Annuities, Employee Benefits, Long-term Care, Long Term Care Insurance, Term Life Insurance, Budgets, Financial Planners, Underwriting, Financial Planning, Sales
Education
University of Nebraska-Lincoln 1993 — 1998
Bachelor of Science (BS), Advertising & Marketing
Kevin Siebecker Kevin Siebecker's The MONY Group Experience June 1992 - November 1993
Job VP, Program Management at DST Retirement Solutions
Industry Financial Services
Experience
DST Retirement Solutions December 2010 - Present
Prudential Financial November 1993 - December 2010
The MONY Group June 1992 - November 1993
Skills
Systems Conversions, Business Relationship..., Technology..., Billing Systems, Solution Implementation, Business Analysis, Program Management, Retirement, Strategy, Vendor Management, IT Strategy, SDLC, Financial Services, Project Management, Process Improvement, Management, Project Portfolio..., Business Process..., Mergers & Acquisitions, PMO, Risk Management, Leadership, Outsourcing, Business Process, Cross-functional Team..., Integration, Requirements Analysis, CRM
Education
University of Scranton 1996 — 1999
MBA, Management Info Systems
University of Scranton 1989 — 1993
BS, Management
DST Retirement Solutions December 2010 - Present
Prudential Financial November 1993 - December 2010
The MONY Group June 1992 - November 1993
Skills
Systems Conversions, Business Relationship..., Technology..., Billing Systems, Solution Implementation, Business Analysis, Program Management, Retirement, Strategy, Vendor Management, IT Strategy, SDLC, Financial Services, Project Management, Process Improvement, Management, Project Portfolio..., Business Process..., Mergers & Acquisitions, PMO, Risk Management, Leadership, Outsourcing, Business Process, Cross-functional Team..., Integration, Requirements Analysis, CRM
Education
University of Scranton 1996 — 1999
MBA, Management Info Systems
University of Scranton 1989 — 1993
BS, Management
Kyle Jahng, CLF®, ChFC® Kyle Jahng, CLF®, ChFC®'s The MONY Group Experience August 1991 - December 2002
Job Hiring people who wants to own a meaningful and successful Financial Services Career
Industry Financial Services
Experience
New York Life/Eagle Strategies LLC December 2002 - Present
Footnote for the summary December 2002 - December 2002
The MONY Group August 1991 - December 2002
Skills
Executive Management, Leadership Development, Training, New Business Development, Team Building, Coaching, Microsoft Office, Business Planning, Interviews
Education
University of Southern California
New York Life/Eagle Strategies LLC December 2002 - Present
Footnote for the summary December 2002 - December 2002
The MONY Group August 1991 - December 2002
Skills
Executive Management, Leadership Development, Training, New Business Development, Team Building, Coaching, Microsoft Office, Business Planning, Interviews
Education
University of Southern California
Todd Morrison Todd Morrison's The MONY Group Experience January 1990 - September 1991
Job General Sales Manager at Lexus of Tulsa
Industry Automotive
Experience
Lexus of Tulsa February 2011 - Present
Lexus of Tulsa March 1998 - February 2011
Bob Moore Cadillac September 1993 - December 1997
The MONY Group January 1990 - September 1991
Skills
Automotive, Profit, Sales Management, Team Building, Sales, Negotiation, Automobile, Strategic Planning, Vehicles, Business Strategy, Account Management, Automotive Aftermarket, Marketing Strategy, Dealer Management, Customer Satisfaction, Advertising, Selling, Sales Process, Sales Operations, Logistics, Customer Retention, New Business Development, B2B, Budgets, Business Development, Business Planning, Contract Negotiation, Customer Service, Inventory Management, Leadership, Management, Market Planning, P, Retail, Sales Presentations, Team Leadership, Time Management, Lead Generation, Pricing, Dealers, Direct Sales, Key Account Management, Marketing, Operations Management, Product Marketing, Purchasing, Cold Calling
Education
University of Oklahoma 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Lexus of Tulsa February 2011 - Present
Lexus of Tulsa March 1998 - February 2011
Bob Moore Cadillac September 1993 - December 1997
The MONY Group January 1990 - September 1991
Skills
Automotive, Profit, Sales Management, Team Building, Sales, Negotiation, Automobile, Strategic Planning, Vehicles, Business Strategy, Account Management, Automotive Aftermarket, Marketing Strategy, Dealer Management, Customer Satisfaction, Advertising, Selling, Sales Process, Sales Operations, Logistics, Customer Retention, New Business Development, B2B, Budgets, Business Development, Business Planning, Contract Negotiation, Customer Service, Inventory Management, Leadership, Management, Market Planning, P, Retail, Sales Presentations, Team Leadership, Time Management, Lead Generation, Pricing, Dealers, Direct Sales, Key Account Management, Marketing, Operations Management, Product Marketing, Purchasing, Cold Calling
Education
University of Oklahoma 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Walter White Walter White's The MONY Group Experience 1988 - 1994
Job President and Chief Executive Officer of Allianz Life Insurance Company of North America
Industry Financial Services
Experience
Allianz Life December 2011 - Present
Allianz SE January 2009 - December 2011
Allianz Life Insurance Company January 2009 - December 2011
Allianz January 2009 - December 2011
Woodbury Financial Services January 2001 - January 2009
The Hartford 2001 - 2009
Fortis Financial Group 1998 - 2001
The MONY Group 1988 - 1994
Skills
Bloomberg
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Marketing
Yale University 1975 — 1979
Allianz Life December 2011 - Present
Allianz SE January 2009 - December 2011
Allianz Life Insurance Company January 2009 - December 2011
Allianz January 2009 - December 2011
Woodbury Financial Services January 2001 - January 2009
The Hartford 2001 - 2009
Fortis Financial Group 1998 - 2001
The MONY Group 1988 - 1994
Skills
Bloomberg
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Marketing
Yale University 1975 — 1979
Staci DiClaudio Staci DiClaudio's The MONY Group Experience June 2002 - October 2004
Job Agency Supervisory Officer at MassMutual Pittsburgh
Industry Financial Services
Experience
MassMutual Pittsburgh January 2006 - Present
The MONY Group June 2002 - October 2004
Education
University of Pittsburgh 1984 — 1988
BA, Economics
MassMutual Pittsburgh January 2006 - Present
The MONY Group June 2002 - October 2004
Education
University of Pittsburgh 1984 — 1988
BA, Economics
Steve Telesca Steve Telesca's The MONY Group Experience October 1987 - April 1999
Job Vice PresidentFinancial Advisor at Sage Rutty & Co., Inc.
Industry Financial Services
Experience
Legacy Pathway September 2009 - Present
Sage Rutty & Co., Inc. December 2002 - Present
Morgan Stanley April 1999 - October 2002
The MONY Group October 1987 - April 1999
IDS American Express February 1981 - October 1987
Skills
Series 7, Retirement Planning, Strategic Financial..., Retirement, Finance, Loans, Investment Advisory, Portfolio Management, Mutual Funds, Estate Planning, Securities, Asset Allocation, Series 63, Financial Advisory, Investments, Investment Management, 401k, Fixed Annuities, Investment Strategies, Wealth Management, IRAs, Alternative Investments, Long Term Care Insurance, Life Insurance, Small Business, Pensions, Long-term Care, Term Life Insurance, Estate Tax Planning, Asset Management, Disability Insurance, Financial Services, Trusts, Wealth, Insurance, Health Insurance, Financial Planning
Education
University of Rochester 1977 — 1979
Economics
Legacy Pathway September 2009 - Present
Sage Rutty & Co., Inc. December 2002 - Present
Morgan Stanley April 1999 - October 2002
The MONY Group October 1987 - April 1999
IDS American Express February 1981 - October 1987
Skills
Series 7, Retirement Planning, Strategic Financial..., Retirement, Finance, Loans, Investment Advisory, Portfolio Management, Mutual Funds, Estate Planning, Securities, Asset Allocation, Series 63, Financial Advisory, Investments, Investment Management, 401k, Fixed Annuities, Investment Strategies, Wealth Management, IRAs, Alternative Investments, Long Term Care Insurance, Life Insurance, Small Business, Pensions, Long-term Care, Term Life Insurance, Estate Tax Planning, Asset Management, Disability Insurance, Financial Services, Trusts, Wealth, Insurance, Health Insurance, Financial Planning
Education
University of Rochester 1977 — 1979
Economics
Tracy Kaufman Weibel Tracy Kaufman Weibel's The MONY Group Experience May 2001 - December 2001
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank January 2003 - Present
Tracy Kaufman January 2002 - September 2002
The MONY Group May 2001 - December 2001
Washington Mutual Bank / WM Financial Services March 1999 - May 2001
Disclosure, Inc May 1997 - February 1998
Merrill Lynch January 1996 - May 1997
Goldman Sachs May 1994 - January 1996
Skills
Credit Analysis, Sales Management, Risk Management, Staff Management, Staff Supervision, Credit Management, Cash Management, Banking, Executive Management, Organizational..., Training Analysis
Education
University of San Diego, Guadalajara 1992 — 1992
University of San Diego 1988 — 1992
Bachelor of Science (B.S.), Business Adminstration
Webster University London and Geneva 1990 — 1990
Coronado High
Coronado High
Union Bank January 2003 - Present
Tracy Kaufman January 2002 - September 2002
The MONY Group May 2001 - December 2001
Washington Mutual Bank / WM Financial Services March 1999 - May 2001
Disclosure, Inc May 1997 - February 1998
Merrill Lynch January 1996 - May 1997
Goldman Sachs May 1994 - January 1996
Skills
Credit Analysis, Sales Management, Risk Management, Staff Management, Staff Supervision, Credit Management, Cash Management, Banking, Executive Management, Organizational..., Training Analysis
Education
University of San Diego, Guadalajara 1992 — 1992
University of San Diego 1988 — 1992
Bachelor of Science (B.S.), Business Adminstration
Webster University London and Geneva 1990 — 1990
Coronado High
Coronado High
William E. Watson III, RFC William E. Watson III, RFC's The MONY Group Experience January 1987 - December 2000
Job Registered Financial Consultant, President Turtle Creek Financial Group
Industry Financial Services
Experience
Turtle Creek Financial Group June 2003 - Present
Accordia Life, Forethought Annuity, Transamerica Life, NLG/LSW 2003 - Present
Turtle Creek Financial Group 1987 - Present
Guardian Life 2000 - 2003
The MONY Group January 1987 - December 2000
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Long-term Care, Insurance, Term Life Insurance, Disability Insurance, Estate Planning, Strategic Financial..., Wealth Management, IRAs, Employee Benefits, Investments, 401k, Financial Services, Universal Life, Series 63, Wealth, Mutual Funds, Financial Advisory, Long Term Care Insurance, Financial Planners, Whole Life, Health Insurance, Roth IRA, Wealth Accumulation, Investment Advisory, Investment Strategies, Series 7, Pensions, Securities, Underwriting, Retirement Plan..., Brokers, Critical Illness, Wealth Management..., 401k Rollovers, Defined Benefit, Asset Allocation, Bonds, Series 24, Variable Annuities, Insurance Brokerage, Retirement, Risk Management, Finance, Management, Small Business, Leadership, Strategy
Education
University of North Texas 1982 — 1985
Insurance, Risk Management, Money & Banking
IARFC
Turtle Creek Financial Group June 2003 - Present
Accordia Life, Forethought Annuity, Transamerica Life, NLG/LSW 2003 - Present
Turtle Creek Financial Group 1987 - Present
Guardian Life 2000 - 2003
The MONY Group January 1987 - December 2000
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Long-term Care, Insurance, Term Life Insurance, Disability Insurance, Estate Planning, Strategic Financial..., Wealth Management, IRAs, Employee Benefits, Investments, 401k, Financial Services, Universal Life, Series 63, Wealth, Mutual Funds, Financial Advisory, Long Term Care Insurance, Financial Planners, Whole Life, Health Insurance, Roth IRA, Wealth Accumulation, Investment Advisory, Investment Strategies, Series 7, Pensions, Securities, Underwriting, Retirement Plan..., Brokers, Critical Illness, Wealth Management..., 401k Rollovers, Defined Benefit, Asset Allocation, Bonds, Series 24, Variable Annuities, Insurance Brokerage, Retirement, Risk Management, Finance, Management, Small Business, Leadership, Strategy
Education
University of North Texas 1982 — 1985
Insurance, Risk Management, Money & Banking
IARFC
Phillip P. D'Ambrisi Phillip P. D'Ambrisi's The MONY Group Experience January 2000 - January 2004
Job Financial Advisor at Professional Economic Growth Group (a Penn Mutual Agency)
Industry Financial Services
Experience
Professional Economic Growth Group (a Penn Mutual Agency) 2014 - Present
NobleBridge Wealth Management, LLC 2012 - 2014
The Penn Mutual Life Insuance Co. - Hornor Townsend & Kent August 2010 - November 2012
PPD CONSULTING November 2009 - August 2010
LEBENTHAL & CO., LLC October 2008 - October 2009
Montauk Financial Group August 2006 - February 2008
THE PENN MUTUAL LIFE INSURANCE COMPANY April 2005 - August 2006
MONY SECURITIES CORPORATION April 1999 - July 2004
The Mony Group January 2000 - January 2004
MONY SECURITIES CORPORATION January 1989 - April 1999
Skills
Finance, Leadership, Management, Investments, Sales, Process Improvement, Financial Services, Insurance, Strategy, Operations Management, Program Management, New Business Development, Training, Executive Management, FINRA Series 7, 63, 24, Operational Compliance
Education
Rutgers University
Bachelor of Science Degree
University of Pennsylvania - The Wharton School
Long Branch High School
High School
Professional Economic Growth Group (a Penn Mutual Agency) 2014 - Present
NobleBridge Wealth Management, LLC 2012 - 2014
The Penn Mutual Life Insuance Co. - Hornor Townsend & Kent August 2010 - November 2012
PPD CONSULTING November 2009 - August 2010
LEBENTHAL & CO., LLC October 2008 - October 2009
Montauk Financial Group August 2006 - February 2008
THE PENN MUTUAL LIFE INSURANCE COMPANY April 2005 - August 2006
MONY SECURITIES CORPORATION April 1999 - July 2004
The Mony Group January 2000 - January 2004
MONY SECURITIES CORPORATION January 1989 - April 1999
Skills
Finance, Leadership, Management, Investments, Sales, Process Improvement, Financial Services, Insurance, Strategy, Operations Management, Program Management, New Business Development, Training, Executive Management, FINRA Series 7, 63, 24, Operational Compliance
Education
Rutgers University
Bachelor of Science Degree
University of Pennsylvania - The Wharton School
Long Branch High School
High School
Machen MacDonald Machen MacDonald's The MONY Group Experience October 1989 - February 2004
Job ★ Business Coaching ★ Life Optimization ★ Learn to bring forth your best strategic thinking ★
Industry Professional Training & Coaching
Experience
ProBrilliance Leadership Institute July 2004 - Present
The Power of Mentorship with Don Boyer 2006 - 2007
The Ultimate Game of Life, an Edutainment Co. 2004 - 2005
The MONY Group October 1989 - February 2004
Skills
Business Planning, Performance Coaching, Keynote, Productive Meeting..., Workshop Leader, Business Coaching, Productivity, Motivational Speaking, Public Speaking, Workshop Facilitation, Strategic Financial..., Life Coaching, Executive Coaching, Leadership, Strategy, Coaching, Entrepreneurship, Leadership Development, Organizational..., Insurance, Training, Personal Development, Disability Insurance, Performance Management, Small Business, Business Strategy, Life Insurance, Marketing, Start-ups, Management, Team Building, Time Management, Business Development, Executive Management, Management Consulting, Analysis, Staff Development, Retirement, Retirement Planning, Marketing Strategy, Investments, Fixed Annuities, Financial Advisory, Long-term Care, Wealth, Wealth Management, Estate Planning, Financial Services, Financial Planners, Thought Leadership
Education
University of Nevada-Reno 1982 — 1986
Incline High School 1978 — 1981
General
ProBrilliance Leadership Institute July 2004 - Present
The Power of Mentorship with Don Boyer 2006 - 2007
The Ultimate Game of Life, an Edutainment Co. 2004 - 2005
The MONY Group October 1989 - February 2004
Skills
Business Planning, Performance Coaching, Keynote, Productive Meeting..., Workshop Leader, Business Coaching, Productivity, Motivational Speaking, Public Speaking, Workshop Facilitation, Strategic Financial..., Life Coaching, Executive Coaching, Leadership, Strategy, Coaching, Entrepreneurship, Leadership Development, Organizational..., Insurance, Training, Personal Development, Disability Insurance, Performance Management, Small Business, Business Strategy, Life Insurance, Marketing, Start-ups, Management, Team Building, Time Management, Business Development, Executive Management, Management Consulting, Analysis, Staff Development, Retirement, Retirement Planning, Marketing Strategy, Investments, Fixed Annuities, Financial Advisory, Long-term Care, Wealth, Wealth Management, Estate Planning, Financial Services, Financial Planners, Thought Leadership
Education
University of Nevada-Reno 1982 — 1986
Incline High School 1978 — 1981
General
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO