Aetna Financial Services
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Aetna Financial Services Employees
July Business Services February 2003 - Present
Delaware Investments March 2000 - January 2003
Aetna Financial Services October 1998 - March 2000
American United Life Insurance Company (AUL) October 1991 - October 1998
Skills
Retirement, ERISA, Defined Benefit, Retirement Planning, Pensions, 401k, Investments, Retirement Plan..., Employee Benefits, Defined Contribution, Qualified Retirement..., Profit Sharing, Cash Balance, Fiduciary, Non-Qualified Deferred..., Financial Advisory
Education
University of Oklahoma
BA
Menlo Logistics March 2011 - Present
Edward Jones November 2010 - March 2011
Aliabadi, LLC February 2004 - November 2010
Aetna Financial Services January 1997 - January 2003
American Express January 1987 - January 1997
Skills
Onboarding, Talent Management, Applicant Tracking..., Employee Relations, Temporary Placement, College Recruiting, Talent Acquisition, Recruiting, Human Resources, Time Management, Training, Executive Search, Policy, Organizational Design, Deferred Compensation, Management, Personnel Management, Consulting, Leadership, Hiring, Interviews, Project Planning, New Hire Orientations, Performance Management, Strategic Sourcing, Customer Service, Team Building, HR Policies, Coaching, Sourcing, Workforce Planning, Employee Engagement
Education
Arizona State University
Bachelor of Science, Liberal Arts
Aduro Consulting, LLC June 2006 - Present
ING 2000 - 2006
Aetna Financial Services 1992 - 2000
City of Hartford 1977 - 1989
Skills
Executive Coaching, Leadership Development, Leading Change, Team Development, Organizational..., Change Management, Business Strategy, Entrepreneurship, Leadership, Strategy, Coaching, Mergers & Acquisitions, Management, Public Speaking, Executive Management, Organizational..., Personal Development, Program Management, Training, Employee Engagement, Personnel Management, Organizational Design, Human Resources, Culture Change, Talent Management, Team Building, Strategic Planning, Management Development, Cross-functional Team..., 360 Feedback, Consulting, Policy, Workshop Facilitation, Succession Planning, Performance Improvement, Management Consulting
Education
Antioch University 2006 — 2011
Ph.D., Leadership & Change
Syracuse University - Maxwell School of Citizenship and Public Affairs 1976 — 1977
MPA, Public Administration
Hamilton College 1971 — 1975
BA, American Studies
Cedar Brook Financial Partners November 2011 - Present
Volunteer 1998 - Present
The Professional Advisor Group, LLC March 2001 - Present
Securities America, Inc. Member FINRA/SIPC 2002 - Present
Arntz Investment Management, LLC October 1998 - March 2001
Aetna Financial Services August 1991 - October 1998
Premark International (Hobart, Tupperware, Wilsonart, West Bend) 1990 - 1991
Electrolux 1988 - 1990
Fruehauf 1985 - 1987
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Public Speaking, Financial Advisory, Investment Advisory, Estate Planning, Insurance, Retirement, Mutual Funds, Securities, Financial Services, Asset Management, Portfolio Management
Education
College for Financial Planning 1994 — 1996
CFP professional, Retirement, Estate, & Tax Planning; Investment Management; Insurance; Executive & Employee Benefits
Oakland University 1994 — 1995
Certified Financial Planner, Comprehensive Financial Planning
Michigan Technological University 1980 — 1985
Bachelor of Science (BS), Metallurgical Engineering
Divorce Care Center August 2014 - Present
Frontier Wealth Management June 2013 - Present
Ameriprise Financial Services, Inc. January 2012 - June 2013
U.S. Bancorp Investment Inc November 2006 - January 2012
ING Financial Advisors January 1999 - October 2006
Aetna Financial Services February 1986 - January 1999
Skills
Estate Planning, Retirement Planning, Retirement, Financial Advisory, 401k, Wealth Management, Small Business, Securities, Investments, Finance, Portfolio Management, Financial Analysis, Series 7, Investment Strategies, Asset Allocation, Financial Planners, Wealth, Tax, Domestic Partner..., Strategic Financial..., 401k Rollovers, Financial Modeling, Strategic Planning, Certified Financial..., Investment Advisory, Personal Finance, Mutual Funds, IRAs, Wealth Management..., Financial Planning
Education
MidAmerica Nazarene University 2014 — 2015
Bachelor of Arts (B.A.), Applied Organizational Leadership
Institute for Divorce Financial Planning 2012 — 2012
CDFA, Divorce Financial Planning
Certified Financial Planner Board of Standards 2004 — 2005
Certified Financial Planner (CFP), Financial Planning
The American College 1998 — 2002
Chartered Financial Consultant (ChFC), Financial Planning
Essex Financial Services, Inc. March 2010 - Present
ALBERTUS MAGNUS COLLEGE August 2009 - Present
MHN GOVERNMENT SERVICES January 2008 - September 2013
FIDELITY INVESTMENTS October 1999 - March 2010
ESPN March 1985 - May 2003
Aetna Financial Services October 1995 - July 1999
Shawmut Investment Advisors / MDS Bankmark April 1994 - October 1995
Merrill Lynch October 1991 - April 1994
Skills
Financial Planning, Investments, Insurance, Retirement Planning, Long Term Care Planning
Education
The University of Connecticut School of Business 1995 — 1999
MBA, Marketing
Franklin Pierce University 1990 — 1991
BS, Financial Management
Middlesex Community College 1982 — 1985
AS, Cable Telecommunications
Aspire Financial Services, LLC January 2013 - Present
RaceReach.com October 2011 - Present
Voya Financial 2007 - October 2011
ING 2000 - 2008
Aetna Financial Services 1996 - 2000
Aetna Financial Services 1992 - 1994
Skills
Leadership, Marketing, Retirement Planning, Business Development, CRM, Management, Social Media, Retirement, Investments, Sales Management, Financial Services, Sales, Marketing Communications, Relationship Management, Entrepreneurship, Integrated Marketing, Team Leadership, Coaching, Program Management, 401k, Financial Advisory, Advertising, Training, Sales Operations, Event Management, Sports, Product Development, 403 b
Education
University of Denver 1987 — 1991
BSBA
West Morris Central High School 1984 — 1987
Cambridge Investment Research October 2013 - Present
New England Financial January 2009 - October 2013
A.G. Edwards & Sons, Inc. October 2003 - January 2009
New England Financial June 1999 - October 2003
Aetna Financial Services May 1998 - June 1999
HRP Associates, Inc. 1991 - 1997
US Army 1987 - 1991
Skills
Retirement, Education Funding, Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Stocks, Estate Planning, Personal Financial..., Financial Services, Mutual Funds, Strategic Financial..., Retirement Planning, IRAs, FINRA, 401k, Series 7, Financial Advisory, Series 63, Securities, Wealth Management
Education
University of Connecticut 1982 — 1986
B.S., Geology & Geophysics
Newington High School 1978 — 1982
Diploma, General Studies
Voya Financial June 2015 - Present
eVariant May 2014 - May 2015
GE Capital 2013 - 2014
ING January 2006 - November 2012
ING January 2001 - January 2006
Aetna 1995 - 2002
Aetna Financial Services January 1999 - January 2001
Aetna Incorporated January 1991 - January 1999
Information Retrieval Companies January 1988 - January 1991
The Travelers January 1984 - January 1988
Skills
Data Integration, Business Intelligence, Data Warehousing, ETL, Requirements Analysis, Enterprise Software, Informatica, Unix, Software Development, Software Documentation, SDLC, Change Management, DB2, Data Migration, Integration, SOA, Master Data Management, Data Governance, Data Modeling, SQL, Project Management, Enterprise Architecture, PL/SQL, Business Objects, Oracle, Data Quality, Systems Analysis, Business Process..., Testing, Performance Tuning
Education
Rensselaer Polytechnic Institute at Hartford 1965 — 2005
Syracuse University - Martin J. Whitman School of Management 1978 — 1982
BS, Finance, MIS
Rensselaer Polytechnic Institute
Master, Science; MIS
Syracuse University
Bachelor of Science, Finance and MIS
Securus Financial Group, LLC January 2005 - Present
N.A.S.T. 1998 - 2009
National Association of State Treasurers 1998 - 2009
ING March 1998 - October 2003
Aetna Financial Services 1998 - 2003
MetLife Resources 1996 - 1998
United Resources February 1987 - November 1989
Education
Quinnipiac University 1973 — 1976
Bachelor's degree, Accounting
Quinnipiac University 1973 — 1976
Bachelor of Science (B.S.), Accounting
Voya Financial July 2008 - Present
ING Retirement Services January 2002 - July 2008
Aetna Financial Services February 1995 - January 2002
Kemper Financial Services April 1990 - February 1995
Education
Kansas State University 1986 — 1989
BS, Finance
MassMutual Financial Group January 2013 - Present
The Hartford July 2003 - January 2013
The Hartford November 1997 - July 2003
Aetna Financial Services June 1978 - November 1997
Skills
Series 6, Investments, 401k, Employee Benefits, Retirement, Process Improvement, Series 26, New Business Development, Customer Service, Key Account..., Operations Management, Sales, Asset Allocation, Defined Benefit, ERISA, FINRA, Mutual Funds, Leadership
Education
Central Connecticut State University 1981 — 1985
Bachelor of Science (BS), Finance, 4.0
Bryant University 1976 — 1978
Associate of Science (AS), Accounting and Related Services, 3.96
Beautycounter March 2013 - Present
Macy's, Inc. October 2011 - April 2013
FOX CT 2011 - 2012
Mariella Creations 2010 - October 2011
ING (Aetna Financial Services) - Defined Contribution July 2001 - November 2006
ING (Aetna Financial Services) – Defined Contribution January 2000 - July 2001
Aetna Financial Services December 1998 - January 2000
Skills
Training, New Business Development, Sales Operations, Marketing, Marketing Strategy, Customer Service, Sales, Time Management, Coaching, Recruiting, Direct Sales
Education
Stony Brook University
Special Education, Para-Professional
Small Business Investor Alliance September 2011 - Present
Ironwood Capital January 1991 - Present
Aetna Financial Services 1988 - 1991
Skills
Due Diligence, Venture Capital, Financial Structuring, Investments, Middle Market, Growth Capital, LBO, Private Equity, Equities, Recapitalizations, Capital, Mergers, Management, Portfolio Management, Finance, Investment Banking, Mergers & Acquisitions, Financial Modeling
Education
Dartmouth College 1978 — 1982
Bachelor of Arts (BA), English
The Hotchkiss School 1974 — 1978
UnitedHealthcare January 2007 - Present
Aetna March 2005 - December 2006
Aetna July 2003 - March 2005
Lincoln Financial Distributors 2001 - 2003
Aetna Financial Services 1997 - 2000
Aetna 1997 - 1998
Aetna 1996 - 1997
Aetna Life & Casualty 1995 - 1997
MicroPatent 1991 - 1993
Education
The University of Connecticut School of Business
MBA, Finance, Small Business
The University of Connecticut School of Business
BS, Accounting
Frontier Communications December 2007 - Present
Spacefitters/Chasm industries February 2001 - November 2007
Communico 1994 - 2007
Aetna Financial Services October 1999 - November 2000
BIC January 1997 - October 1999
Skills
Performance Management, Leadership Development, Organizational..., Public Speaking, Change Management, Strategy, Talent Management, Coaching, Executive Coaching, Strategic Planning, Program Management, Leadership, Organizational Design, Succession Planning, Human Resources, Employee Engagement
Education
Fairfield University 1997 — 1999
Graduate Industrial Psychology
University of Bridgeport
BES Psychology
UnitedHealth Group November 2012 - Present
Unitedhealth Group November 2011 - November 2012
ING December 2010 - November 2011
ING September 2004 - February 2011
ING October 2002 - September 2004
ING June 2000 - October 2002
Aetna Financial Services June 1995 - June 2000
Aetna Life & Casualty January 1995 - June 1995
Aetna Life & Casualty September 1994 - January 1995
Aetna Life Casualty September 1991 - September 1994
Skills
Strategy, Business Analysis, Process Improvement, Risk Management, Practice Management, Service Delivery, IT Management, Technology Governance
Education
Tunxis Community College 1984 — 1986
Certificate, Data Processing
Tunxis Community College 1984 — 1986
Certificate, Publications Design
University of Connecticut
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
CorVel Corp March 2005 - Present
CorVel CorpEast April 2004 - March 2005
Aetna Financial Services January 1990 - December 2001
Eastern Steel March 1989 - October 1989
Education
Franklin Pierce University 1983 — 1988
BS, Accounting, Management, Computer Science
Franklin Pierce
BS, Accounting and Management
IBM 2015 - Present
EMC Corporation 2010 - 2015
Autonomy ZANTAZ 1995 - 2008
Aetna Financial Services 1989 - 1995
Education
Rollins College 1985 — 1989
BA Computer Science, Minor Mathematics
Genworth June 2015 - Present
Synergy Services February 2015 - June 2015
Enjoyed Life February 2013 - June 2015
AXA Equitable July 2010 - February 2013
American General Life Companies July 2006 - June 2010
MassMutual March 2001 - June 2006
Aetna Financial Services September 1996 - March 2001
CIGNA Individual Insurance January 1985 - September 1996
Security Connecticut Life Insurance Company January 1983 - January 1985
Skills
Insurance, Business Strategy, Risk Management, Process Improvement, Management, Underwriting, Variable Annuities, Fixed Annuities, Life Insurance, Defined Contribution, Leadership, Marketing, Term Life Insurance, Long-term Care, Disability Insurance, Mutual Funds, Series 7, Strategic Planning, Investments, Sales Management, Executive Management, Sales, Strategic Financial..., Retirement Planning, Employee Benefits, Retirement, 401k, Finance, Product Development, Business Planning, Health Insurance, Series 63, Financial Services, Financial Analysis, Strategy, Reinsurance, Estate Planning, Brokers, Securities, Wealth Management, IRAs, Financial Advisory, Business Development, Analysis, Relationship Management, Series 6, Financial Planners, Financial Risk, Wealth, Change Management
Education
University of Connecticut 1978 — 1982
BS, Accounting
Jerry Oliano, LLC January 2005 - Present
Advest, Inc. November 1997 - May 2003
Aetna Financial Services December 1996 - November 1997
Aetna Financial Services December 1995 - December 1996
Aetna Life Insurance and Annuity Company June 1992 - December 1995
Skills
Retirement Planning, Fixed Annuities, Retirement, Investments, Insurance, Financial Services, IRAs, Marketing
Education
Central Connecticut State University 1988 — 1992
Bachelor of Science (B.S.), Marketing
ING U.S. January 2001 - June 2012
Aetna Financial Services May 1991 - December 2000
Keane February 1988 - May 1991
Data Directions / Illations June 1982 - February 1988
Skills
SDLC, Microsoft Office, Sarbanes-Oxley
Education
Computer Processing Institute 1982 — 1983
Programming certificate
Manchester High School 1967 — 1970
High School diploma with honors, College prep
Manchester Community College
MIS
Continuity November 2013 - Present
WordCram August 2010 - Present
SeeClickFix September 2011 - November 2013
Evolution Benefits/Evolution1 March 2008 - August 2011
Software Impressions May 2006 - March 2008
The Hartford February 2002 - May 2006
ING Financial Group January 2001 - December 2001
Aetna Financial Services January 2000 - December 2000
Skills
JavaScript, Agile Methodologies, Ruby, Programming, .NET, Ruby on Rails, Java, SQL, jQuery, Software Design, Scrum, Cloud Computing, AJAX, XML, Microsoft SQL Server, Web Services, C#, Test Driven Development, Software Development, Web Application Design, CSS, MySQL, Web Applications, TDD, Databases, Architecture, Java Enterprise Edition, Linux, Open Source, HTML, Web Development
Education
Ruby Mendicant University 2011 — 2011
Central Connecticut State University 1997 — 2006
BS
State Farm Insurance November 2004 - Present
MONY 2002 - 2004
MassMutual Financial Group January 2001 - January 2003
ING January 1998 - January 2001
Aetna Financial Services 1998 - 1999
Skills
Series 6, Fixed Annuities, Insurance, Retirement Planning, Series 63, Mutual Funds, Estate Planning, Series 7, Pensions, Investments, Disability Insurance, Whole Life, Term Life Insurance, Life Insurance, Universal Life, Sales Management, regional sales, property and casualty, Financial Services, Long-term Care, Property, Sales
Education
Albertus Magnus College 2001 — 2003
BS, Business Administration
Johnson & Wales University 1993 — 1995
AS, Business Administration
Northwest Catholic 1991 — 1992
High School, College Prep
Prudential Financial November 2010 - Present
ING May 2003 - November 2010
Guy M Talley Consulting Services December 1997 - May 2003
Aetna Financial Services March 1982 - December 1997
Skills
Identity Management, Enterprise Architecture, Technology Planning, SDLC, Solution Architecture, PMO, Business Process, Project Portfolio..., Integration, Data Warehousing, Requirements Analysis, Data Modeling, Data Integration, Business Intelligence, Architecture, Strategy, Enterprise Software, Application Architecture, IT Strategy, Consulting, SOA, Information Technology, Six Sigma, Governance, IT Management, Information Management, Requirements Gathering, Business Requirements
Education
University of Connecticut
B.S., Finance
Voya Financial January 2014 - Present
ING U.S. April 2000 - December 2013
ING Aetna Financial Services April 1999 - April 2000
Aetna Financial Services May 1997 - April 1999
Aetna 1997 - 1999
Skills
Retirement, Series 6, Series 63, Retirement Planning, Mutual Funds, Asset Allocation, Investments, Defined Contribution
Education
Northern Arizona University-The W. A. Franke College of Business 1993 — 1997
BSBA, International Marketing
Travelers August 2015 - Present
Cigna January 2013 - January 2015
CIGNA March 2010 - January 2013
ING January 2008 - January 2009
ING 2006 - 2008
ING 2005 - 2006
ING 2002 - 2005
Aetna Life & Casualty 1997 - 2002
Aetna Financial Services 1997 - 2001
United Healthcare 1995 - 1997
Skills
Information Technology, Infrastructure, ITIL, Outsourcing, IT Service Management, Vendor Management, IT Management, Program Management, Service Management, IT Strategy, Change Management, Business Analysis, Leadership, Management, Enterprise Architecture, Disaster Recovery, Process Improvement, Integration, Technical Support
Education
Central Connecticut State University 1972 — 1976
Bachelor's degree, Business Administration and Management, General
The Retirement Store, Inc January 2002 - Present
ING Aetna Financial Services July 1999 - July 2001
Aetna Financial Services November 1990 - July 1999
Skills
Investments, Retirement Planning, 401k, Retirement, Management, Defined Contribution, Sales, Direct Sales, Negotiation, Financial Services, Fixed Annuities, Employee Training, Leadership, Analysis, Training, Retirement Plan..., Mutual Funds, Business Development, Insurance, Employee Benefits, IRAs, Asset Allocation, Relationship Management, Asset Management, Investment Strategies, Defined Benefit, ERISA, Portfolio Management, Investment Management, Series 7, Estate Planning, Banking, Risk Management, Wealth Management, Securities, Strategic Financial..., Investment Advisory, Small Business, Series 24, Pensions, Alternative Investments, Fixed Income, Qualified Retirement..., Life Insurance, FINRA, Health Insurance, Financial Advisory, Long-term Care
Education
Bryant University
BS, Business Administration
The University of Texas at Austin
CFP program
My Organized Life 2015 - Present
Pension Dynamics Corporation January 2006 - June 2014
ING December 1999 - March 2005
Aetna Financial Services 1991 - 1999
Skills
Financial Analysis, Retirement, Investments, Retirement Planning, Portfolio Management, Mutual Funds, Strategic Financial..., Investment Strategies, Asset Allocation, Pensions, Securities, Fixed Annuities, 401k, Life Insurance, Financial Planners, ETFs, IRAs, Investment Advisory, Series 65, ERISA, Retirement Plan..., 401k Rollovers, Uniform Combined State..., Series 63, Roth IRA, Series 6, FINRA, Wealth Management..., Series 7, Variable Annuities, Wealth Accumulation, Investment Management, Defined Contribution, Financial Planning, Management
Education
Penn State University
Bachelor of Science (BS), Consumer Studies / Marketing
Vertex Incorporated July 2013 - Present
MassMutual Financial Group 2013 - 2015
PRUDENTIAL RETIREMENT March 2011 - February 2013
ING August 2003 - August 2007
Aetna included August 1988 - August 2007
ING January 2000 - January 2003
AETNA FINANCIAL SERVICES January 1997 - January 2000
Skills
Leadership, Retirement, Defined Benefit, Relationship Management, Strategy, Management, Talent Developer, Coaching, 401k, Business Planning, Project Management, Pensions, Defined Contribution, Investments, Series 6, Leadership Development, Financial Services, Series 63, Training, Insurance, Portfolio Management, Employee Benefits, Finance
Education
Quinnipiac University 2012 — 2013
MS, Organizational Leadership
Albertus Magnus College 1999 — 2001
B.S, BUSINESS MANAGEMENT
Back Nine Financial, LLC. September 2013 - Present
UBS September 2011 - August 2013
WealthVest Marketing August 2010 - August 2011
Back Nine Financial, LLC May 2006 - August 2011
New York Life November 2004 - May 2006
Lincoln Financial Group February 2002 - January 2004
ING November 1999 - December 2001
Aetna Financial Services November 1998 - November 1999
Aetna Retirement Services July 1996 - November 1998
Life of Virginia January 1994 - January 1996
Skills
Retirement Planning, Retirement, Financial Advisory, Fixed Annuities, Sales, Management, Investments, Finance, Mutual Funds, Series 6
Education
University of Wisconsin-Whitewater 1972 — 1974
BBA, Marketing
Madison Area Technical College 1971 — 1972
Assoc Degree, Accounting
Voya Financial Advisors, Inc. April 2015 - Present
VOYA Financial January 2014 - April 2015
VALIC August 2010 - December 2013
ING July 2004 - August 2010
ING January 2000 - January 2004
Citibank January 1999 - January 2000
Prudential January 1998 - January 1999
Prudential January 1997 - January 1998
Aetna Financial Services 1995 - 1997
Skills
401k, Investments, Retirement, Relationship Management, Retirement Planning, Series 63, Financial Advisory, Mutual Funds, Series 6, Financial Services, Employee Benefits, Wealth Management, New Business Development, Insurance, Series 7, Series 24, Pensions, Business Planning, Securities, Management, Finance, Training, Defined Contribution, Asset Allocation, FINRA, Sales Management, Public Speaking, Selling, Sales, Sales Operations, Mergers & Acquisitions, Fixed Annuities, Series 65, Customer Service, Customer Relations, Consultative Selling
Education
Central Connecticut State University 1992 — 1996
Bachelor of Science Degree, Finance
The Farmington Company November 2013 - July 2015
Hartford Electric Supply February 2008 - November 2013
Recognition Enterprises 2002 - July 2010
AMERICAN GENERAL FINANCIAL GROUP March 2000 - February 2001
AETNA FINANCIAL SERVICES March 1998 - March 2000
AMERICAN SKANDIA LIFE ASSURANCE CORPORATION October 1995 - March 1998
CONNECTICUT MUTUAL LIFE INSURANCE COMPANY February 1994 - October 1995
Skills
Marketing Strategy, Marketing, Brand Development, Marketing Communications, Strategic Planning, Management Consulting, Brand Management, Corporate Communications, Strategy, Consulting, Business Development, Email Marketing, Management, Training, Social Media Marketing, New Business Development, Advertising, Sales, Lead Generation, Public Relations, B2B Marketing, Direct Marketing, Social Media, Integrated Marketing, Copywriting, Online Marketing, CRM, Project Management, Budgets, Business Planning, Key Account Management, Trade Shows, Sales Management, B2B, Market Research, Product Management, Strategic Partnerships, Account Management, Promotions, Online Advertising, Analytics, Entrepreneurship, Leadership, Market Planning, Multi-channel Marketing, Web Marketing, Small Business
Education
Florida Agricultural and Mechanical University
BS
Landmark Partners December 2006 - Present
Prudential Financial 2004 - 2006
CIGNA Retirement & Investment Services (Acquired by Prudential 10/2004) May 2001 - October 2004
ING (Aeltus Investment Management) 2001 - 2004
Aetna Financial Services 1988 - May 2001
Skills
AML, Securities, Due Diligence, Mutual Funds, Investments, Asset Managment, Series 7, Hedge Funds, Risk Management, FINRA, Financial Risk, Investment Advisory, Corporate Governance, Equities, Insurance
Education
FINRA Institute at Wharton 2011 — 2011
CRCP, Certified Regulatory and Compliance Professional (CRCP)
NRS Center for Compliance Professionals 2006 — 2007
IACCP, Investment Adviser Certified Compliance Professional
University of Hartford 1996 — 1996
MBA, Finance
Fairfield University 1981 — 1985
BS, Physics
Voya Financial July 2013 - Present
ING July 2010 - July 2013
ING January 2006 - June 2010
ING January 1999 - December 2005
Aetna Financial Services January 1997 - December 1998
Aetna Financial Services May 1993 - December 1996
Aetna Life Insurance and Annuity Company March 1992 - May 1993
Western Auto Supply Company August 1989 - March 1992
Education
University of Kansas 1986 — 1989
BGS, Personnel Administration
Blue Valley High School 1980 — 1984
UnitedHealthcare January 2005 - Present
UnitedHealthcare January 2005 - Present
UnitedHealthcare May 2000 - Present
UnitedHealthcare January 2000 - Present
UnitedHealth Group January 2000 - Present
Business Solutions January 2003 - January 2005
UnitedHealthcare January 2001 - January 2003
Aetna Financial Services January 1999 - January 2000
Devereaux California January 1996 - January 1999
Skills
Process Improvement, Business Analysis, CRM, Cross-functional Team..., Program Management, Project Portfolio..., Analysis, Integration, Leadership, Strategic Planning, Strategy
Education
San Diego State University
Bachelor of Science Degree, Psychology
San Diego Mesa College
Associate, Science; Psychology
Jackson National Life January 2005 - Present
The Phoenix Companies June 1999 - November 2004
Aetna Financial Services March 1987 - June 1999
Skills
Series 63, Series 6, Series 7, Business Development, Sales, Fixed Annuities, Variable Annuities, Mutual Funds, Insurance, Investments, Wealth Management, Financial Services, Marketing, Relationship Management, New Business Development, Sales Management, Banking
Education
Indiana State University 1981 — 1986
BS, Marketing and Business
United Health Care August 2010 - Present
United Healthcare July 2006 - October 2010
United Healthgroup September 2002 - July 2006
CIGNA Healthcare January 2001 - January 2002
AETNA FINANCIAL SERVICES January 1999 - January 2000
HAMILTON STANDARD FEDERAL CREDIT UNION January 1998 - January 1999
Wood Group Aero January 1997 - January 1998
Windsor Locks Federal Credit Union January 1990 - January 1998
Education
Central Connecticut State University 1989 — 1992
BA, Psychology, Sociology
Manchester Community College
AS, General Studies
Windsor Locks High School
Diploma
Voya Financial 2014 - Present
ING US 2009 - 2014
ING Investment Management 2003 - 2008
ING Investment Management 2000 - 2002
Aetna Financial Services 1997 - 2000
Skills
Series 6, Series 63, Life Insurance License, Sales, Relationship Management, 401k, Asset Managment, Mutual Funds, Investment Strategies, Retirement Planning, Life Insurance, Investments, Financial Advisory, Finance, Series 7, Defined Benefit, Insurance, Employee Benefits, Retirement, Asset Allocation, Alternative Investments, Strategy, Pensions, Asset Management, Investment Management
Education
Central Connecticut State University
Bachelors of Science, Finance
Voya Financial September 2014 - Present
ING U.S. Retirement Plans April 2009 - August 2014
ING U.S. Retirement Plans February 2004 - April 2009
ING U.S. Retirement Plans January 2001 - February 2004
Aetna Financial Services August 1999 - December 2000
Meadowlands Sports Complex 1997 - 1999
Education
James Madison University - College of Business 1993 — 1997
BBA, Business Management
Kinnelon High School 1989 — 1993
KeyBank August 2011 - Present
USI Insurance Services January 2007 - August 2011
Bank of America February 2001 - January 2007
Aetna Financial Services August 2000 - February 2001
Skills
Insurance, Underwriting, Credit, Employee Benefits, Credit Analysis, Banking, Strategy, Loans, Portfolio Management, Health Insurance, Risk Management, Finance, Commercial Insurance, Strategic Planning, Business Relationship..., Financial Analysis, New Business Development, Commercial Lending, Retail Banking, Commercial Banking
Education
The Ohio State University 1996 — 2000
Voya Financial November 2007 - Present
ING January 2001 - October 2007
Aetna Financial Services June 1999 - December 2000
Aetna September 1995 - May 1999
Education
University of Connecticut 1990 — 1994
MBA, Finance, Management
Central Connecticut State University 1983 — 1987
BS, Accounting
The Hartford October 2011 - Present
Ski Sundown December 2009 - April 2011
MASS MUTUAL October 2007 - December 2009
The Hartford April 2007 - October 2007
The Hartford April 2003 - April 2007
ING FINANCIAL SERVICES January 2003 - October 2003
The Gelston House April 1994 - December 2002
AETNA FINANCIAL SERVICES January 1999 - January 2002
THE GELSTON HOUSE INN AND RESTAURANT January 1994 - January 2002
NEWPORT BLUES CAFE January 1996 - January 1997
Skills
Customer Service, Customer Relations, Problem Solving, Mentoring, Research, Outlook, Word, Excel, Coaching, Supervisory Skills, Telephone Skills, Process Improvement
Education
Embry-Riddle Aeronautical University
Tunxis Community College
Aetna January 2011 - Present
AETNA INC January 2006 - February 2011
Aetna Inc 2002 - 2006
Work/Life Strategies January 1997 - January 2002
Aetna Financial Services January 1995 - January 1997
Financial Staffing January 1981 - January 1991
Skills
Employee Benefits, Change Management, Employee Engagement, Process Improvement, Management, Human Resources, Strategy, Performance Management, Project Management, Training, Coaching, Cross-functional Team..., HR Consulting, Leadership, Procurement, Project Planning, Six Sigma, Vendor Management, Strategic Sourcing
Education
Bay Path College
A.S. Degree, Travel Administration
Central Connecticut State University
Business Administration
Voya Financial Advisors, Inc. September 2014 - Present
ING Financial Partners December 2007 - August 2014
ING Financial Partners March 2004 - December 2007
ING U.S. January 2002 - March 2004
Aetna Financial Services July 1999 - January 2002
MetLife March 1992 - June 1999
Education
Bentley University 1982 — 1986
Voya Financial March 2015 - Present
Voya Financial April 2014 - February 2015
ING U.S. April 2013 - April 2014
ING U.S. July 2011 - April 2013
Factorum Inc July 2009 - July 2011
Factorum Inc February 2009 - July 2009
Factorum Inc January 2003 - November 2008
Apex Systems Inc March 2000 - January 2003
Aetna Financial Services January 1999 - March 2000
Education
Villanova University 2007 — 2008
Master Certificate
University of Massachusetts Dartmouth 1998 — 1999
Certificate
Duquesne University 1996 — 1998
N/A
ATMSafe Global January 2012 - Present
Clearwater Financial Marketing, LLC 2006 - Present
First Investment Network 1998 - 2006
Aetna Financial Services 1994 - 1998
GNA/GE Financial Assurance (now Genworth Financial) 1986 - 1994
Skills
Fixed Annuities, Investments, Insurance, Life Insurance, Financial Services, Mutual Funds, Sales, Banking, New Business Development, Finance, Sales Management, Marketing, Series 6, Management, Employee Benefits, Variable Annuities, Retirement Planning, Wealth Management, Retirement
Education
Rollins College - Crummer Graduate School of Business 1978 — 1980
MS, Business
University of Central Florida 1975 — 1978
BA, Communications
XL Group Project Manager, Process Management-Data IntegrityPrudential Financial2006 - 2007
Prudential Financial 2003 - 2007
Prudential Financial 2004 - 2005
CIGNA Retirement & Investment Services 2002 - 2004
CIGNA Retirement & Investment Services 2000 - 2002
Aetna Financial Services 1999 - 2000
CIGNA Retirement 1996 - 1999
CIGNA Retirement 1992 - 1996
CIGNA Retirement 1989 - 1992
Skills
Integration, SDLC, Team Building, Management, Business Analysis, Business Strategy, Vendor Management, Budgets, Project Planning, Business Process..., Program Management, Training, Process Improvement, Human Resources, Financial Services, Requirements Gathering, Business Process, Risk Management
Education
Central Connecticut State University
Bachelor of Science, Business Management
Voya Financial January 2012 - Present
ING January 2010 - December 2011
ING January 2008 - December 2010
ING March 1998 - December 2007
Aetna Financial Services February 1997 - February 1998
Aetna Financial Services January 1995 - January 1997
Aetna Financial Services June 1993 - December 1994
Travelers October 1984 - April 1989
Hartford National Bank May 1983 - September 1984
Skills
Product Expansion, Sales Team Expansion, Project Management, Registered Rep..., Operating Plans, Budgeting, Allocations, Budgets, Leadership, Sales, Operations Management, Business Intelligence, Program Management, Risk Management, Operating Systems, Change Management, Vendor Management, Financial Advisory, Management Consulting, Strategic Planning, Financial Analysis, Team Leadership, Strategy, Business Analysis, Management, Retirement, Process Improvement, Business Process..., Banking
Education
Boston University
M.B.A, Finance/Accounting
Drexel University
B.S. Business Administration, Marketing
Boehm Consulting February 2009 - Present
ING October 2005 - January 2009
IBM Global Services December 2003 - November 2005
Aetna Financial Services October 1992 - December 2003
The Systems Group March 1988 - October 1992
MassMutual March 1987 - March 1988
Skills
Performance Tuning, Databases, SDLC, Requirements Gathering, AIX, Data Warehousing, Management, Solaris, Enterprise Architecture, Data Modeling, ETL, Disaster Recovery, DB2, Database Design, Data Migration, Vendor Management, Solution Architecture, IT Strategy, Business Intelligence, High Availability
Education
Park University
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
Mathnasium Lakeville & Savage October 2009 - Present
Wells Fargo Investments December 2002 - July 2009
US Bancorp Piper Jaffray March 2000 - December 2002
Aetna Financial Services August 1998 - March 2000
Piper Capital Management June 1988 - June 1998
Edward D Jones October 1983 - June 1988
Nalco Chemical Company March 1982 - September 1983
US Army Corps of Engineers June 1976 - March 1982
Skills
Program Management, Strategic Planning, Team Building, Leadership Development, Business Strategy, Management Consulting, Start-ups, Wealth Management, Strategy, Financial Services, Analysis, Sales, Team Leadership, Risk Management, Leadership, Operations Management, Project Planning, Process Improvement, Management, Cross-functional Team...
Education
United States Military Academy at West Point 1972 — 1976
BS, Engineering Mechanics
ING April 1999 - Present
Aetna Financial Services August 1990 - April 1999
Aetna Life & Casualty 1985 - 1990
Education
Computer Processing Institute 1984 — 1985
Computer Science Programming
Hartwick College 1979 — 1983
BS, Geology, Computer Programming
CIGNA June 2000 - Present
Aetna Financial Services 1998 - 2000
CIGNA 1989 - 1992
Aetna 1981 - 1992
Skills
Technology Integration, Enterprise Architecture, SOA, Governance, Agile Methodologies, Application Architecture, Architecture, Business Process..., Databases, Design Patterns, ESB, Enterprise Software, IT Management, IT Strategy, Leadership, Integration, TOGAF, Technical Leadership, Technology Leadership, Software Development, Vendor Management, Systems Analysis, Solution Architecture, SDLC, Websphere, EAI, Data Warehousing, Business Architecture, Architectures
Education
University of Hartford 1994 — 1998
B.S., Economics, Finance, IT
Associated Press April 2011 - Present
NASDAQ OMX Stock Market September 2004 - March 2010
ING US Financial Services July 2001 - September 2004
Neuvis April 2000 - July 2001
Aetna Financial Services February 1988 - April 2000
Skills
IT Strategy, Enterprise Architecture, SDLC, Cloud Computing, Disaster Recovery, IT Management, Data Center, Vendor Management, ITIL, Solution Architecture, Integration, Virtualization, IT Operations, Infrastructure, System Deployment, Servers, VMware, High Availability, VMware ESX, Storage Area Networks
Education
The University of Connecticut School of Business
B.S.
CSC January 2007 - Present
Computer Science Corporation January 2006 - Present
ING Nederland January 2001 - January 2004
Aetna Financial Services January 1995 - January 2001
Penobscot Group, Inc January 1990 - January 1994
Bank of New England / Connecticut Bank and Trust January 1985 - January 1990
Skills
EMC Storage, Servers, Data Center, SAN, Brocade
Education
The University of Connecticut 1981 — 1985
BA, Economics
Gymboree July 2014 - Present
Claire's Stores November 2007 - June 2009
Claire's Stores October 2006 - November 2007
High Tech Institute August 2005 - February 2006
Kohl's Department Store August 2003 - August 2005
Aetna Financial Services September 1998 - May 2000
Dillard's Department Stores August 1990 - November 1998
Skills
Microsoft Office, Time Management, Merchandising, Retail, Customer Service
Education
Ball State University
Bachelor of Arts, Marketing
Glendale Community College
Lawrence North High School
Aetna, INC. January 2011 - Present
Aetna 2008 - 2011
Aetna 2004 - 2008
Aetna 1998 - 2004
Aetna Financial Services 1991 - 1998
Swiss Bank Corporation 1988 - 1990
Manufacturers Hanover Trust 1983 - 1988
Skills
Employee Benefits, Deferred Compensation, Employee Relations, Talent Management, Succession Planning, Onboarding, Workforce Planning, Employee Engagement, HRIS, Human Resources, Performance Management, Benefits Administration, Organizational Design, Personnel Management, Talent Acquisition
Education
Colgate University
B.A., Sociology
Self Employeed October 2001 - Present
Aetna Financial Services (ING) October 1994 - September 2001
Aetna Financial Services October 1993 - October 1994
Putnam Investments November 1991 - September 1993
Putnam Investments January 1989 - November 1991
United States Trust Company November 1987 - January 1989
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Research, Typing, ACT Sales Support System, Executive..., Business Travel, Conference Planning
Education
Southern New Hampshire University 1984 — 1986
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Endicott College 1982 — 1984
Associate's degree, Business Administration and Management, General
Voya Financial April 2012 - Present
ING November 2009 - April 2012
Aetna April 2008 - October 2009
System Dynamix October 2006 - April 2008
Aetna / ING Financial Services January 1998 - June 2006
Aetna Financial Services November 1986 - January 1998
Skills
User Acceptance Testing, Requirements Gathering, Business Analysis, Business Requirements, Requirements Analysis, SDLC, Change Management, Business Process..., Financial Markets, Business Process, Quality Assurance, Software Documentation, HP Quality Center
Education
University of Hartford
Bachelor of Science (B.S.), Economics
ING Financial Services February 2005 - September 2011
Citigroup/ Travelers Life & Annuity January 1999 - January 2005
The Hartford January 1998 - January 1999
Aetna Financial Services January 1989 - January 1998
Skills
IT Solutions, IT Audit, Software Quality..., Systems Analysis
Education
Central Connecticut State University
B.A, Psychology
MassMutual Financial Group May 2011 - Present
The Hartford March 1997 - May 2011
Aetna Financial Services January 1993 - March 1997
Skills
Business Analysis, Insurance, Business Requirements, Requirements Gathering, SDLC, Process Improvement, Business Process..., Requirements Analysis, Project Management, Life Insurance, Visio, Analysis
Education
Rensselaer Polytechnic Institute 1995 — 1999
Master's degree, Business Administration and Management, General
Central Connecticut State University 1988 — 1992
Bachelor's degree, Finance, General