Travelers Life and Annuity
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Travelers Life and Annuity Employees
Mangia Pizza & Pasta Co. March 2013 - Present
Tastefully Simple April 2012 - Present
Junior League of Kalamazoo September 2009 - Present
Haverhill Elementary School June 2010 - June 2012
Discovery Toys Independent Distributor March 2006 - December 2010
OneWest Bank April 2010 - July 2010
Portage Area Newcomers September 2009 - June 2010
Mothers of The Woodlands January 2006 - January 2007
Travelers Life and Annuity January 2000 - December 2004
Phoenix Investment Partners July 1998 - July 1999
Skills
Call Center, Leadership, Marketing, Recruiting, Coaching, Leadership Development, Public Speaking, Staff Development, Training, Internal Communications, Customer Service, Time Management, Instructional Design, Strategic Planning, Team Building, Research, Event Planning, Change Management, PowerPoint, Negotiation, Call Centers, Team Leadership, Program Management, Public Relations, Management, Grant Writing, Employee Relations, E-Learning, Personnel Management, Organizational..., Fundraising, Social Networking, Nonprofits, Microsoft Word, Microsoft Excel, Project Management, Employee Training, Sales, Human Resources, Social Media, Event Management, Performance Management, Workshop Facilitation, Community Outreach, Budgets, Training Programme...
Education
University of Massachusetts, Amherst 1983 — 1987
Communication, Linguistics, Communication Disorders
Virtus Investment Partners April 2010 - Present
Travelers Life and Annuity 2002 - 2005
Travelers Life and Annuity 1996 - 2002
New England Funds 1991 - 1996
Skills
Asset Allocation, Mutual Funds, High Net Worth..., Public Speaking, Variable Annuities, Fixed Income, Equities, Alternative Investments, Commodity Markets, Relationship Management, Fixed Annuities, Financial Advisory, Financial Services, Series 63, ETFs, Series 7, Asset Management, Investments, Wealth Management
Education
British Institute of Marketing 1970 — 1972
International Marketing
Ohio Wesleyan University 1966 — 1970
Bachelor of Economics
Travelers 2006 - May 2014
MetLife (formerly Travelers Life & Annuity) 2002 - 2006
Travelers Life and Annuity 1998 - 2002
Skills
Fixed Annuities, Insurance, Underwriting, Property & Casualty..., Life Insurance, Finance, General Insurance, Retirement, Competitive Analysis, Commercial Insurance, Sales, Financial Reporting, Claim, Casualty, Liability, Legal Liability, Financial Analysis, Corporate Finance, Strategic Financial..., Performance Metrics, Financial Metrics, Metrics Reporting, Staff Management, Staff Development, Variable Annuities, Benefit Cost Analysis, Budget Process, Operating Budgets, Department Budgeting, Budget Reconciliation, Budget Forecasts, Procurement, Contract Management, Business Continuity..., Risk Management, Forecasting, Financial Services, Analysis, Analytics, Management
Education
The University of Connecticut 1986 — 1991
Bachelor of Arts (B.A.), Statistics
Prime Advisors May 2005 - Present
Citigroup Insurance Investments November 2004 - April 2005
Travelers Life and Annuity July 2000 - October 2004
Travelers June 1999 - June 2000
Insurance Services Office, Inc. June 1996 - May 1999
Skills
Portfolio Management, Investments, Actuarial, Actuarial Science, Securities, Asset Allocation, Asset Management, Insurance, Mutual Funds, Bonds, Risk Management, Financial Reporting, Fixed Income, Investment Strategies, Fixed Annuities, Hedge Funds, Equities, Bloomberg, Derivatives, Alternative Investments, Financial Modeling, Capital Markets, Trading, Valuation, Finance, Investment Management, Wealth Management, Hedging, Financial Risk, ALM, Series 7, Investment Advisory, Series 63, Financial Analysis, Financial Services, Structured Products, FINRA, Retirement
Education
Bucknell University 1992 — 1996
BA, Mathematics & Computer Science
Cheshire High School 1989 — 1992
Diploma, Mathematics
Lisa Martocci 2007 - 2013
Travelers October 2005 - April 2008
Mintz & Hoke Communications Group September 2004 - October 2005
Williams and House July 2002 - September 2004
Arnold Worldwide April 2002 - August 2002
Hill,Holliday September 2001 - November 2001
Travelers Property & Casualty June 2000 - September 2000
Travelers Life and Annuity June 1999 - September 1999
Skills
Marketing Communications, Advertising, CRM, Copywriting, Direct Marketing, Email Marketing, Integrated Marketing, Marketing, Marketing Strategy, Online Advertising, Press Releases, Public Relations, Social Media Marketing, Strategic Planning, Strategy
Education
Suffolk University
Bachelor of Science, Communications/Advertising
Ion Torrent by Life Technologies October 2010 - Present
The Rothberg Institute for Childhood Diseases. January 2009 - Present
Ion Torrent Systems, Inc. July 2008 - October 2010
Affomix January 2008 - August 2010
Rothberg Institute August 2003 - December 2008
RainDance Technologies December 2005 - July 2008
The Hartford September 1998 - April 2003
Travelers Life and Annuity April 1994 - September 1998
Skills
Emergency Management, Purchasing, Contingency Planning, Biotechnology, Project Management, Lifesciences
Education
Bard College 1991 — 1994
Realty Capital Securities December 2012 - Present
Manalapan-Englishtown Board of Education 2010 - Present
Guggenheim Partners February 2011 - December 2012
ING July 2010 - December 2010
Metropolitan Life Insurance Company January 2006 - June 2010
MetLife June 1996 - June 2010
TRAVELERS LIFE AND ANNUITY January 2004 - December 2005
Travelers Life & Annuity June 2000 - December 2003
Salomon Smith Barney June 1998 - March 2000
Salomon Smith Barney June 1996 - May 1998
Skills
Teamwork, Series 7, Mutual Funds, Annuities, Series 63, State Insurance License, Series 24, Asset Managment, REIT, Sales Management, Alternative Investments
Education
University of Maryland - Robert H. Smith School of Business 1992 — 1996
Bachelor, Accounting
Yale New Haven Health System April 2014 - September 2014
Yale New Haven Hospital January 2013 - January 2014
Yale New Haven Health System 2014 - 2014
Prudential Financial March 2012 - June 2012
Hartford Healthcare 2012 - 2012
Ronald McDonald House of CT August 2009 - September 2010
MetLife of CT October 2006 - August 2009
Mass Mutual September 2000 - January 2006
Travelers Life and Annuity October 1997 - September 2000
Hug-A-Bear Child Care August 1988 - August 1997
Skills
SDLC, Visio, Requirements Analysis, Mainframe, COBOL, Microsoft Excel, Microsoft Word, PowerPoint, Insurance, JCL, Office Administration, Project Coordination, VSAM, Easytrieve, Endeavor, Microsoft Publisher, Business Analysis, Management, Project Management
Education
Quinnipiac University 1986 — 1988
Accounting and Finance
CooperSurgical March 2015 - Present
Maetrics, LLC January 2013 - February 2015
Covidien December 2007 - June 2012
The Hartford November 2005 - December 2007
Travelers Life and Annuity May 2003 - November 2005
ING Americas (formerly Aetna Financial Services) November 2000 - July 2002
Aetna Financial Services September 1999 - October 2000
Aetna Financial Services June 1997 - September 1999
Aetna Financial Services October 1995 - June 1997
U.S. House of Representatives 1992 - 1994
Skills
Quality Assurance, FDA, Medical Devices, Cross-functional Team..., Access, ISO 13485, Quality System, CAPA, 21 CFR Part 11, Regulatory Compliance, Software Documentation, ISO 14971, Microsoft Excel, Microsoft Word, Validation, Complaint Investigations, PowerPoint, Surgical Instruments, Adverse Event Reporting, Post Market Surveillance, Visio, Design Control, V&V, Analysis, Data Analysis, Outlook, Lotus Notes, MS Project, SDLC, Organization, Communication, Troubleshooting, Project Management, Adobe Professional, VBA, SQL, ODBC, Adobe Acrobat, Cognos, Agile Project Management, Knowledge Base, Summit, Business Analysis, Crystal Reports, SAP, Microsoft Office, Process Improvement, Root Cause Analysis, cGMP practices
Education
University of Hartford 1995 — 2002
Bachelor of Science (BS), Legal Studies
Travelers June 2011 - Present
Travelers June 2009 - June 2011
The Hartford November 2007 - July 2009
State of Connecticut December 2005 - November 2007
ING July 2005 - December 2005
Travelers Life and Annuity 2001 - 2005
Xansa 1998 - 2000
Skills
Business Intelligence, Program Management, Project Management, Business Analysis, Management, PMO, Business Strategy, Leadership, Project Planning, Project Portfolio..., Insurance, SDLC, Project Delivery, Strategic Planning, Business Intelligence..., Business Architecture, Cross-functional Team..., CRM, Vendor Management, PMO Development, Business Intelligence..., Mergers, Project Finance, Enterprise Architecture, Roadmap, Microfinance, Microinsurance, Analytics, Business Process..., International Business, International Project..., Organizational..., Organizational Design, Events Organisation, Organization Skills, Influence At All Levels, Strategic Leadership, Process Improvement, Strategy, Consulting, Requirements Analysis, Business Requirements, Risk Management
Education
The University of Connecticut School of Business 2005 — 2007
MBA, Finance
University of Connecticut 2003 — 2006
MBA, Business Intelligence, Finance
University of Mumbai 1998 — 1999
MBA, Finance
University of Mumbai 1993 — 1997
BE, Electronics
Jai Hind College 1991 — 1993
HSC, Science
The Hartford March 2012 - Present
Travelers Life and Annuity January 2005 - August 2005
Citigroup Alternative Investments March 2003 - February 2005
Citigroup Alternative Investments January 2000 - January 2003
Travelers/Citigroup January 1997 - January 1999
Travelers January 1995 - January 1997
Travelers January 1994 - January 1995
Travelers January 1993 - January 1994
Travelers Real Estate Investment Company January 1992 - January 1993
Skills
Business Analysis, Due Diligence, Executive Management, IT Strategy, Insurance, Management, New Business Development, Portfolio Management, Process Improvement, Project Management, Quality Assurance, Real Estate, Training, Vendor Management, Marketing, Investments, Financial Services
Education
University of Connecticut 1980 — 1984
Bachelor of Science, Biology
L'dara February 2015 - Present
DG Home Shop January 2014 - Present
eWomenNetwork 2007 - 2012
Travelers Life and Annuity November 2001 - April 2002
Travelers Life & Annuity February 1997 - November 2001
Kemper Investment Services 1993 - 1996
Aetna 1990 - 1993
Skills
Fixed Annuities, Small Business, Retirement, Coaching, Entrepreneurship, Social Networking, Public Speaking, Marketing, Team Building, Leadership Development, Social Media Marketing, Event Planning, Marketing Communications, Social Media, Contract Negotiation, Leadership, Training, Sales, Marketing Strategy, Strategic Planning, Customer Service, Management, Fundraising
Education
Central Connecticut State University 1987 — 1991
Bachelor of Arts (BA), Mass Communication/Media Studies
Daniel Hand HS 1982 — 1986
The Hartford May 2011 - Present
LECG 2009 - 2011
Travelers 2000 - 2009
The Hartford October 1997 - April 2000
Travelers Life and Annuity 1992 - 1996
Skills
Life Insurance, Liability, Professional Liability, Actuarial Science, Pensions, Reinsurance, Analysis, Insurance, Underwriting, Fixed Annuities, Risk Management, Claim, Property, Management, Employment Practices..., Financial Analysis, Financial Services, Financial Modeling, General Insurance, Financial Risk, Retirement, Investments, D
Education
Penn State University 1987 — 1991
Bachelor of Science (B.S.), Mathematics
The Hartford June 2015 - Present
IBM August 2014 - April 2015
IBM February 2014 - July 2014
IBM August 2012 - December 2013
Pratt & Whitney August 2011 - July 2012
Dell Services October 2005 - August 2011
Harvard Pilgrim Health Care October 2005 - August 2011
ING USFS January 2005 - June 2005
Prudential Financial September 2004 - December 2004
Travelers Life and Annuity February 1992 - July 2004
Skills
DB2, COBOL, Databases, Data Warehousing, Visio, Oracle, JCL, ETL, Mainframe, SQL, Teradata Data Warehouse, Teradata, Healthcare Information..., InfoSphere Data..., IBM Provider Model, IBM Payor Model, Erwin, PowerDesigner, Data Modeling
Education
Mercy College 1979 — 1981
BS - Computer Science, Computer Science
New Horizons Computer Learning Centers (2004)
Bachelor of Science, Computer Science
Majesco formerly SEGSoftware LLC October 2006 - Present
ING Financial Services 2004 - 2006
Travelers Life and Annuity 2002 - 2004
Lincoln Financial Group 1999 - 2001
Financial Administrative Services 1995 - 1997
Kamm Financial Services 1991 - 1995
Aetna Life and Casualty 1982 - 1988
Skills
Business Analysis, Microsoft Office, SQL, Requirements Analysis, Customer Service, Agile Methodology, Analytics, Requirements Gathering
Education
College for Financial Planning
CFP Designation, Financial Planning, 90th or better percentile for all exams
H & R Block Tax Courses
The University of Connecticut School of Business
Master of Business Administration (M.B.A.), Finance
University of Connecticut
Bachelor’s Degree, Psychology, Graduated summa cum laude, member Phi Beta Kappa, Phi Kappa Phi and Alpha Lambda
Voya Financial Advisors January 2015 - Present
Fidelity Investments December 2011 - January 2015
ING Financial Partners March 2010 - December 2011
MetLife January 2006 - December 2008
Travelers Life and Annuity September 2004 - December 2005
Travelers Life and Annuity May 2000 - September 2004
People's Bank 1995 - 2000
Education
Central Connecticut State University
B.S, Finance
Wall 3 Financial January 2011 - Present
Millennium Brokerage Group 2005 - 2011
Travelers Life and Annuity 2001 - 2005
Travelers Life & Annuity 2000 - 2001
Skills
Disability Insurance, Insurance, Life Insurance, Sales Management, Long-term Care, Financial Services, Wealth Management..., Investments, Retirement Planning
Education
Texas Tech University 1993 — 1997
Bachelor of Science (B.S.)
FICO, formerly Adeptra June 2008 - Present
Priceline March 2007 - May 2008
Carrier Access 2006 - 2007
Fairfield University School of Engineering September 2006 - December 2006
Pitney Bowes 2005 - 2006
Traveler's Life and Annuity 2004 - 2005
DuPont project 2002 - 2004
Fairfield University School of Engineering September 2003 - December 2003
Pfizer Pharmaceutical 2002 - 2003
Hyperion Solutions 1995 - 2001
Skills
MySQL, Software Development, Java, Agile Methodologies, JavaScript, VB.NET, Struts, Integration, Spring, Scrum, Visual Basic, C++, XML, Unix, Quality Assurance, Spring Framework
Education
Fairfield University
MS, Software Engineering
University of Bridgeport 1984 — 1987
BS, Electrical Engineering
Wilton High School
MassMutual Financial Group October 2012 - Present
MassMutual October 2007 - October 2012
MetLife September 2001 - October 2007
Travelers Life & Annuity 2003 - 2005
Travelers Life and Annuity September 2001 - September 2003
Skills
Series 63, Mutual Funds, Series 7, Investments, Retirement, Asset Allocation, Insurance
Education
The University of Connecticut School of Business 2007 — 2009
MBA, Finance
University of Connecticut 1996 — 2001
B.A., Economics/Finance
Insphere Insurance Solutions January 2011 - Present
HealthMarkets October 2006 - January 2011
HealthMarkets January 2002 - October 2006
Aramark Uniform Services May 2000 - January 2002
Travelers Life and Annuity 1998 - 1999
Travelers Property Casualty 1987 - 1998
Skills
Insurance, Customer Service, Sales Management, Direct Sales, Customer Satisfaction, Claims Management, Fraud Investigations, Compliance, Contract Negotiation, Fixed Annuities, Licensed Life & Health..., Brokers, Training
Education
Brigham Young University 1986 — 1987
B.S., Business Management, Finance
Legg Mason May 2008 - Present
AllianceBernstein 2005 - 2008
travelers life and annuity 2002 - 2005
AXA Equitable 2002 - 2003
Nomura Securities 2000 - 2001
Skills
Series 7, Fixed Annuities, Series 63, Mutual Funds, Sales, Investments, Asset Managment, Wealth Management, Asset Allocation, 401k, Retirement Planning, Retirement, Series 6, Financial Services, Fixed Income, Equities
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (BS), finance
St. Joseph Hill Academy 1994 — 1998
lightbridge
lightbridge
lightbridge
The Performance Architect, LLC November 2011 - Present
Travelers 2005 - 2011
ING 2002 - 2004
Traveler's Life and Annuity 1998 - 2002
Liberty Bank - CT 1995 - 1998
Bob's Stores 1991 - 1994
D&L Venture Corporation 1988 - 1991
Japanese Ministry of Education 1984 - 1986
Skills
Leadership Development, Leadership, Human Resources, Employee Engagement, Organizational..., Talent Management, Strategic Planning, Employee Training, Management, Team Building, Team Leadership, Presentation Coaching, Organizational..., Training, Performance Management, Curriculum Design, Management Consulting, Consulting
Education
Cambridge College 1995 — 1996
Master of Education (M.Ed), Adult Learning and Management
University of Wisconsin-Eau Claire 1980 — 1984
Bachelor of Arts (B.A.), Communication and Journalism; Far Eastern Studies Minor
South Windsor High School August 2013 - Present
Hartford Police Department February 2006 - August 2013
McMahon Law Offices October 2003 - January 2006
Travelers Life and Annuity July 1996 - July 2003
Skills
Insurance, Administrative..., Outlook, Legal Writing, Customer Service, Lotus Notes, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, Enforcement, Courts, Criminal Law, Police, Investigation, Policy, Law Enforcement, Administrative...
Education
Manchester Community College 1995 — 1997
Conning Asset Management March 2001 - Present
Travelers Life and Annuity 1980 - 2001
Skills
Asset Allocation, ALM, Actuarial Science, Pensions, Fixed Income, Economic Capital, Investments, Asset Management, Risk Management, Investment Strategies, Financial Modeling, Financial Risk, Portfolio Management
Education
The University of Connecticut 1977 — 1981
Bachelors of Science with honors, Actuarial Science
Dealertrack Technologies January 2014 - Present
Dealertrack Technologies January 2013 - December 2013
Optum September 2009 - December 2013
Phoenix Life Insurance Company September 2007 - September 2009
MetLife 2005 - 2007
Travelers Life and Annuity 2000 - 2005
Aetna Financial Services 1997 - 2000
Aetna Financial Services 1995 - 1997
Skills
Business Analysis, SDLC, Vendor Management, Software Documentation, Requirements Analysis, Visio, Leadership, Process Improvement, SharePoint, Agile Methodologies, Requirements Gathering, SQL
Education
Central Connecticut State University 1988 — 1993
BS, Business Management
AXA Equitable September 2012 - Present
LPL Financial May 2011 - August 2012
The Producers Group March 2003 - August 2010
Travelers Life and Annuity June 2002 - March 2003
USA Hauling and Recycling INC August 2000 - May 2002
ICG Inc November 1997 - July 2000
Skills
Life Insurance, Estate Planning, Employee Benefits, Insurance, Underwriting, Retirement, Retirement Planning, Universal Life, Health Insurance, 401k, Financial Advisory, Wealth Management, Whole Life, IRAs, Disability Insurance, Wealth, Mutual Funds, Term Life Insurance, Financial Planners, Financial Services, Long Term Care Insurance, Long-term Care, Series 6, Series 63, Fixed Annuities
Education
The University of Connecticut
C4 Communications LLC August 2011 - Present
MetLife 2008 - 2009
Metlife 2006 - 2007
Travelers Life and Annuity 1987 - 2006
Skills
Customer Service, Insurance, Microsoft Excel, Microsoft Office, Administrative..., Analysis, Coaching, Telephone Skills, Strategic Planning, Outlook, Team Building, Employee Benefits
Education
University of Hartford
BS, Marketing
Universal Insurance Services November 2006 - Present
Travelers Life and Annuity January 2000 - January 2002
American Skandia January 1999 - January 2000
Skills
Long-term Care, Life Insurance, Term Life Insurance, Insurance, Underwriting, Estate Planning, Whole Life, New Business Development, Universal Life, Long Term Care Insurance, Brokers
Education
University of Hartford 1995 — 1997
Bachelor of Science (BS), Insurance/Finance
The University of Connecticut 1993 — 1995
Voya Investment Management March 2014 - Present
MetLife L0312249173[0115] July 2005 - February 2014
Travelers Life and Annuity June 1985 - June 2005
Education
Trinity College-Hartford
BS, Mathematics
MetLife April 2004 - Present
Travelers LIfe and Annuity 2004 - 2005
Allmerica Financial March 1996 - April 2004
Skills
Insurance, Retail, Management, Reinsurance, Actuarial Science, Life Insurance, Strategic Planning, Product Management, Product Development, Product Strategies, Employee Benefits, Retirement, Risk Management, Financial Services, Underwriting
Education
Providence College
Bachelor of Arts (B.A.), Mathematics