Aetna Retirement Services
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Aetna Retirement Services Employees
Honeywell August 2014 - Present
Honeywell Aerospace October 2002 - Present
Gentiva Health Services March 1999 - June 2002
Aetna Retirement Services February 1997 - March 1999
Ault, Deuprey, Jones & Gorman 1993 - 1994
Radisson Hotel San Diego 1990 - 1993
Skills
Outlook, Process Improvement, Customer Service, SAP, Six Sigma, Human Resources, Microsoft Office, Program Management, Budgets, Team Building, Project Planning, Contract Management, Management, Training
Education
University of Phoenix 2011 — 2015
Bachelors of Science, Business Management, Project Management
Travel University International 1989 — 1990
Certificate, Hotel Management
Voya Financial January 2015 - Present
ING Financial Partners January 2011 - December 2013
ING Financial Partners March 2003 - December 2010
Aetna Retirement Services January 2000 - March 2003
Aetna Retirement Services January 1998 - January 2000
Aetna Retirement Services January 1989 - January 1998
Aetna LIfe & Casualty Company May 1981 - January 1989
Education
Northern Illinois University
Journalism & Speech Communications
Morgan Stanley 2002 - 2005
Thrivent Financial for Lutherans 1999 - 2002
Aetna Retirement Services 1996 - 1999
Nationwide Financial 1985 - 1996
Skills
Equities, Series 63, Mutual Funds, Risk Management, Fixed Annuities, Investments, Securities, Business Strategy, Insurance, Retirement Planning, Financial Analysis, Series 7, Wealth Management, 401k, Financial Services
Education
Capital University Law School
JD
The Ohio State University
BA/BS
BTA Advisory Group/Wealth Teams Solutions/Insight Wealth Strategies 1998 - Present
Reliastar Insurance Company 1997 - 1998
Aetna Retirement Services 1994 - 1998
E.A. Allen & Associates 1983 - 1998
Skills
ERISA, Fixed Annuities, Sales Management, Project Planning, Retirement Planning, Retirement Plan..., 401k, Defined Benefit, Retirement, Mutual Funds, Wealth Management, Pensions, Profit Sharing, Estate Planning, Series 63, Investment Advisory, Investments, Series 7, Asset Allocation, Employee Benefits, IRAs, Business Planning, Strategic Financial..., Qualified Retirement..., Series 6, 403 b, Investment Strategies, Life Insurance, 457 Plans, Roth IRA, Financial Advisory, Wealth Accumulation, Financial Planning
Education
CSUF 1980 — 1984
post graduate, business/mktg
Hood College 1970 — 1974
BA, Art/Education
Lincoln Financial Group August 2010 - Present
Hartford Life Insurance Company October 2008 - July 2010
ING January 1999 - October 2008
Aetna Retirement Services June 1993 - January 1999
Skills
Series 7, Mutual Funds, Product Development, Relationship Management, Financial Services, Series 63, Investments, Insurance, Securities, Financial Advisory, 401k, Retirement, Series 6, Asset Allocation, FINRA
Education
Central Connecticut State University 1988 — 1993
B.A., Major: Economics, Minor: English
United States Postal Service November 2013 - Present
TradeSpot Markets, Inc. March 2013 - September 2013
Hartford Flooring & HandyManny, LLC May 2011 - March 2013
Professional Investors, LLC January 2010 - May 2011
MassMutual November 2006 - June 2008
The Hartford June 2005 - November 2006
ING January 2000 - June 2005
Hartford Life 1999 - 2000
Aetna Retirement Services 1996 - 1999
Regulatory & Compliance Employment/Co-Operative Work Experience 1988 - 1996
Skills
FINRA, Securities, Insurance, Risk Management, Process Improvement, Financial Services, Compliance, Leadership, Operations Management, Anti Money Laundering, Financial Analysis, Finance, Asset Management, Analysis, Management, Due Diligence, Operational Risk..., AML, Alternative Investments, Microsoft Excel, Mutual Funds, Policy, SEC, Series 7, Series 24, Contract Negotiation, Investments, Fixed Annuities, Investment Advisory, Financial Advisory, Relationship Management, Problem Solving, Research, Equities, Trading, Retirement Planning, Retirement, MSRB, Asset Allocation, Life Insurance, Customer Relations, Mentoring, Pensions, Excel, Asset Managment, Fixed Income, Bonds, Options, 401k, REITS
Education
Continuing Financial Services and Investment Management Education Seminars and Webinars
University of Hartford 2003 — 2016
Bachelor's Degree
Manchester Community College
Associate's Degree
teacher/mentor/cooperating teacher- grade 4 August 2011 - Present
teacher/mentor/cooperating teacher- grade 4 August 2008 - June 2011
teacher- grade 3 August 2004 - June 2008
ING (formerly Aetna Retirement Services) January 1997 - September 2002
Aetna Retirement Services December 1995 - January 1997
Aetna Retirement Services December 1994 - December 1995
Aetna Retirement Services January 1992 - December 1994
Skills
Curriculum Development, Special Education, Tutoring, Elementary Education, Classroom, Classroom Management, Language Arts, Differentiated..., Smartboard, RTI
Education
University of Bridgeport 2012 — 2014
6th Year, Educational Leadership -August 2014
University of New England 2005 — 2006
Continuing Education Graduate
University of Bridgeport 2002 — 2003
Master's Degree, Elementary Education
Teikyo Post University 1988 — 1992
Bachelor's of Science in Management
MassMutual Financial Group January 2000 - Present
Aetna Retirement Services March 1991 - 1997
Aetna Retirement Services March 1990 - 1991
Skills
Retirement, 401k, Financial Services, Investments, Series 6, Reconciliations, Pivot Tables, Formulas, Research, Communication, Defined Contribution
Education
Charter Oak State College 1988 — 1990
Bachelor of Science (BS), Accounting
Charter Oak State College 1988 — 1990
Bachelor's degree, Accounting, GPA 3.8
Middlesex Community College 1986 — 1988
Associate's degree, Accounting
Edward Jones July 2013 - Present
J. Bryna Bramson February 2012 - Present
MassMutual Financial Group 2002 - 2012
Broadridge (formerly NewRiver) 1998 - 2001
Aetna Retirement Services 1992 - 1998
Putnam Investments 1990 - 1992
Skills
Mutual Funds, Employee Benefits, Retirement, Insurance, Investments, Fixed Annuities, Financial Services, Marketing Communications, Social Media Marketing, E-Marketing, Strategic Leadership, Resource Management, Disability Insurance, Long Term Care Insurance, Thought Leadership, Business Innovation, Turnaround Strategy, Start-up Leadership, Strategic Consulting, Sales & Marketing..., Building high..., Direct Mail, Corporate Communications, Strategy, Web Marketing, Marketing Strategy, Budgets, Business Development, Leadership, Newsletters, Cross-functional Team..., B2B, Management, Integrated Marketing, Online Marketing
Education
Kellogg Graduate School of Management 2008 — 2010
Sales & Marketing, Executive Scholarship Program
Penn State University
BA Liberal Arts, Journalism
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
Hartford HealthCare 2012 - 2015
The Hartford 2003 - 2009
Hamilton Sundstrand 2000 - 2002
Aetna Retirement Services 1998 - 2000
MassMutual Financial Group 1991 - 1998
Skills
Human Resources, Healthcare, Hospitals, Employee Benefits, Defined Contribution, Pensions, Interviews, Administration, Profit Sharing, Pension Funds, Analysis, Customer Service, Employee Relations, Performance Management, New Hire Orientations, Training, Change Management, Leadership Development, Benefits Administration, SPHR, HR Consulting
Education
Central Connecticut State University
Bachelor of Arts (B.A.), Mathematics
Aetna November 2011 - Present
Aetna December 2010 - November 2011
Aetna Inc. April 2006 - December 2010
Exante Financial Services September 2004 - April 2006
Industry Smarts, Inc August 2000 - 2006
Aetna Retirement Services 1991 - 1999
Skills
Integration, Architecture, Enterprise Software, Enterprise Architecture, SDLC, Solution Architecture, Technical Architecture, IT Strategy, Application Architecture, SOA, Software Project..., EAI, TOGAF, Agile Methodologies, Data Warehousing, Java Enterprise Edition, Data Governance, Requirements Analysis, Websphere, Data Integration, Cloud Computing, DB2, Software Development, Requirements Gathering, Data Modeling, Business Architecture, ETL, Business Intelligence, Software Design, Agile Project Management, IT Management, Systems Analysis, Master Data Management, Database Design, Project Portfolio..., Business Analysis, PMO, Business Requirements, PMP, Web Services, UML, SharePoint, Architectures, Information Architecture, Business Process Design, Governance, ESB, Middleware, Data Warehouse..., Scrum
Education
Rensselaer Polytechnic Institute at Hartford 2002 — 2006
MS
Central Connecticut State University 1987 — 1991
BS
Asplund Therapeutic Massage 2005 - Present
Cromwell School System September 2008 - June 2011
Schaller Acura 2003 - 2004
Pharos Software, LLC 2000 - 2003
Aetna Retirement Services 1995 - 1998
Aetna Health Plans 1992 - 1995
Manchester Area Conference of Churches 1990 - 1992
Skills
Self Starter, Inside Sales, Creative Problem Solving, Relationship Cultivation, Staffing Industry, Contract Writing, Contract Management, Decision Making, Education, Customer Relations, Customer Focus, Customer Service, Customer Satisfaction, Compliance Management, Team Building, Industrial Sector, Recruiting, Insurance, Back Pain, Swedish, Leadership Development
Education
Connecticut Center for Massage Therapy 2004 — 2005
Licensed Massage Therapist, Massage Therapy
University of Connecticut 1988 — 1990
Bachelor of Arts, Sociology
University of Edinburgh, Endinburg, Scotland 1987 — 1988
Political Science, Sociology, Demography
Hobart and William Smith Colleges 1985 — 1987
Political Science, Sociology
South Windsor High School
GR-NEAM May 2007 - April 2015
Advisors Financial Solutions Inc 2005 - 2007
Phoenix Wealth Management Co 1999 - 2005
Aetna Retirement Services 1994 - 1999
Eden Financial Group October 1982 - October 1994
Security First Group October 1975 - October 1982
Skills
Mutual Funds, Investments, Asset Management, Fixed Annuities, Insurance, Wealth Management, Retirement, Financial Services, Securities, Retirement Planning, Series 24, Life Insurance, Risk Management, Finance, Variable Annuities, Financial Advisory, Asset Managment, Reinsurance, Asset Allocation, Investment Strategies, Banking, Investment Management, Alternative Investments, Marketing, Fixed Income, Strategic Planning, Management, New Business Development
Education
Penn State University 1965 — 1969
Bachelor of Arts (B.A.), Political Science and Government
MEDecision October 2009 - Present
CIGNA 2001 - October 2009
ING 2000 - 2001
ing 2000 - 2001
Aetna Life & Casualty 1992 - 2001
Aetna 1995 - 2000
Aetna Retirement Services 1992 - 2000
mass mutual 1980 - 1989
Education
Springfield College 1974 — 1978
BS, Education/Psychology
Western New England University
MBA
CIGNA Healthcare May 2012 - Present
CIGNA September 2007 - July 2012
Prudential Retirement June 2006 - June 2007
MassMutual 1996 - 2006
Aetna Retirement Services 1994 - 1996
Skills
Retirement Planning, Healthcare, Health Insurance, Process Improvement, Insurance, Analysis, Business Analysis, Employee Benefits, Access, Medicare, Strategic Planning, Management, Strategy, Leadership, Managed Care, Program Management, Data Analysis, Project Management
Education
Western New England College 1999 — 2001
MBA
Central Connecticut State University 1990 — 1994
BS
Center for Child Protection January 2005 - Present
Southern Research Group 2002 - 2005
The Partnership for a Healthy Mississippi 1999 - 2002
Aetna Retirement Services 1997 - 1998
Harrah's Entertainment 1993 - 1997
National Park Service 1992 - 1993
Keep Texas Beautiful 1990 - 1991
Keep Austin Beautiful 1988 - 1990
Skills
Fundraising, Nonprofits, Volunteer Management, Philanthropy, Stewardship, Board Development, Grant Writing, Event Planning, Community Outreach, Public Relations, Event Management, Public Speaking, Grants, Program Development, Capital Campaigns, Social Media, Marketing Communications, Strategic Planning, Media Relations, Marketing
Education
Texas State University-San Marcos 1982 — 1987
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Retired and enjoying Life. May 2015 - Present
The Urban League of Portland September 2012 - May 2015
Cambia Health Solutions (Formerly The Regence Group) November 2005 - August 2012
Magellan Behavioral Health March 1999 - November 2005
Aetna Retirement Services May 1997 - March 1999
Aetna Health Plans February 1995 - October 1996
Aetna Life and Casualty Company 1991 - 1995
Aetna Behavioral Health Care March 1988 - November 1991
Human Affairs International January 1984 - April 1988
Skills
Account Management, Healthcare Management, Community Development, Foundation Management, Health Insurance, Public Speaking, Team Building, Leadership, Coaching, Community Outreach, Non-profits, Team Leadership, Leadership Development, Fundraising, Program Development, Nonprofits, Workshop Facilitation, Public Relations, Policy, Volunteer Management, Marketing, Recruiting, Social Networking, Event Planning, Non-profit..., Strategic Partnerships, Social Media, Program Evaluation, Event Management, Organizational..., Strategy, Executive Management, Analysis, Performance Management, Data Analysis, Research, Management, Philanthropy, Strategic Communications, Grants
Education
Bryn Mawr College, Graduate School of Social Work and Social Research 1973 — 1975
MSS, Social Work
Lewis University 1967 — 1972
Bachelor of Arts (B.A.), Sociology
ING Financial Partners, Inc. December 2008 - Present
ING Financial Partners, Inc. April 1999 - December 2008
CIGNA Retirement and Investment Services June 1996 - April 1999
Aetna Retirement Services 1994 - 1997
Education
Central Connecticut State University 1989 — 2004
BS, Finance
Haddam Killingworth High School 1986 — 1989
EMPOWER Retirement January 2006 - Present
MetLife January 1999 - January 2006
Aetna Retirement Services January 1997 - January 1999
The Principal Financial Group January 1996 - January 1997
The Principal Financial Group January 1995 - January 1996
Skills
CRM, Employee Benefits, Management, Investments, 401k, Mutual Funds, Pensions, Retirement Planning, ERISA, Analysis, Finance, Mergers & Acquisitions, Customer Service, Sales, Retirement, Series 63, Defined Benefit, Series 6, Retirement Plan..., Communication Skills, Relationship Management, Written & Oral...
Education
Iowa State University 1991 — 1995
B.A, Business Administration Accounting
Iowa State University - College of Business 1991 — 1995
BBA, Accounting
Saint Joseph College 2005 - 2009
Trinity College - Hartford 1999 - 2004
Aetna Retirement Services 1997 - 1999
Fleet Bank/ Bank of New England Corporation 1987 - 1996
Bank of New England Corporation/CT Bank and Trust Company 1985 - 1987
Skills
Program Development, Community Outreach, Program Management, Fundraising, Philanthropy, Higher Education, Non-profits, Grant Writing, Management, Volunteer Management, Leadership Development, Alumni Relations
Education
Harvard University Graduate School of Education 1978 — 1979
M.Ed., Ed Administration
Dartmouth College 1972 — 1976
BA, Psychology
Loomis Chaffee School 1968 — 1972
High School Diploma
Meridian Bank PA June 2014 - Present
Willow Financial, MortgageIT, Plaza Home Mortgage, Loan City 2002 - 2013
JDR Marketing Communications 2000 - 2002
Aetna Retirement Services 1998 - 2000
Dime Savings Bank August 1982 - June 1995
Skills
Mortgage, Wholesale, Mortgage Banking, Loans, Mortgage Lending, FHA, Reverse Mortgages, Residential Homes, Sales, Loan Origination, Banking, Refinance, Financial Services, Credit, USDA, FHA financing
Education
The University of Connecticut 1971 — 1975
BA, Political Science, History
Paychex December 2008 - Present
SouthEastern Employee Benefit Services January 1999 - December 2008
Aetna Retirement Services January 1993 - December 1998
Skills
Benefits Administration, Employee Benefits, Deferred Compensation, 401k, Human Resources, HRIS, Employee Relations, Onboarding, Defined Benefit, Retirement Planning
Education
Alfred University, Alfred NY 1981 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Northwood University 1978 — 1981
Associate's degree, Hotel and Restaurant Management
The Guardian Life Insurance Company of America November 1996 - Present
Aetna Retirement Services June 1993 - November 1996
Skills
Employee Benefits, Group Benefits, Disability Insurance, Sales Presentations, Renewal Marketing, Account Management, Training & Development, Customer Relations, Customer Retention, Customer Service, Health Insurance, Life Insurance, Sales, Employee Training, Brokers, Management, Insurance, Marketing, Underwriting, Health Savings Accounts
Education
Central Connecticut State University 1989 — 1993
Bachelor of Science, Marketing