Allmerica Financial
Industry: Insurance company
DescriptionThe Hanover Insurance Group, Inc., based in Worcester, Massachusetts, is one of the oldest continuous businesses in the United States still operating within its original industry. Headquarters: Worcester, Massachusetts, United States CEO: John C. Roche (4 Nov 2017–) Number of employees: 4,600 (2017) Founded: 1852 Subsidiaries: First Allmerica Financial Life Insurance Company,
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Allmerica Financial Employees
Employee
Years
Job
Industry
Leela Kotian, PMP Leela Kotian, PMP's Allmerica Financial Experience September 2002 - March 2003
Job Consultant at Federal Reserve Bank of San Francisco
Industry Information Technology and Services
Experience
Federal Reserve Bank of San Francisco 2013 - Present
Wolters Kluwer Financial Services March 2011 - December 2012
Mercer Human Resources Consulting 2010 - 2010
John Hancock Life Insurance Company (U.S.A.) 2009 - 2010
Mercer Human Resource Consulting June 2008 - February 2009
AIG April 2003 - March 2008
Allmerica Financial September 2002 - March 2003
CGI Group December 1997 - July 2002
Skills
Business Analysis, SDLC, Requirements Analysis, Software Project..., Requirements Gathering, Agile Scrum Methodollogy, Product Design, Process Improvement, Business Requirements, Product Management, User Acceptance Testing, Analysis, Cross-functional Team..., Business Process, Quality Assurance, Project Management, Business Intelligence, Vendor Management
Education
University of Mumbai
BS
Federal Reserve Bank of San Francisco 2013 - Present
Wolters Kluwer Financial Services March 2011 - December 2012
Mercer Human Resources Consulting 2010 - 2010
John Hancock Life Insurance Company (U.S.A.) 2009 - 2010
Mercer Human Resource Consulting June 2008 - February 2009
AIG April 2003 - March 2008
Allmerica Financial September 2002 - March 2003
CGI Group December 1997 - July 2002
Skills
Business Analysis, SDLC, Requirements Analysis, Software Project..., Requirements Gathering, Agile Scrum Methodollogy, Product Design, Process Improvement, Business Requirements, Product Management, User Acceptance Testing, Analysis, Cross-functional Team..., Business Process, Quality Assurance, Project Management, Business Intelligence, Vendor Management
Education
University of Mumbai
BS
Jamie Humphrey Jamie Humphrey's Allmerica Financial Experience June 2000 - May 2004
Job Director of Special Events at Coachella Valley Brewing Co
Industry Food & Beverages
Experience
Coachella Valley Brewing Co 2013 - Present
Party Planners West September 2005 - October 2006
Sun Life Financial June 2004 - July 2005
Allmerica Financial June 2000 - May 2004
Skills
Certified Beer Server, Real Estate License
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Coachella Valley Brewing Co 2013 - Present
Party Planners West September 2005 - October 2006
Sun Life Financial June 2004 - July 2005
Allmerica Financial June 2000 - May 2004
Skills
Certified Beer Server, Real Estate License
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Patricia Norton-Gatto, CPA, CGMA Patricia Norton-Gatto, CPA, CGMA's Allmerica Financial Experience 1997 - 1999
Job VP & Assistant Controller at Hanover Insurance
Industry Insurance
Experience
The Hanover Insurance Group 2007 - Present
The Hanover Insurance Group 2005 - 2007
The Hanover Insurance Group 2004 - 2005
The Hanover Insurance Group 2000 - 2004
Allmerica Financial 1997 - 1999
Allmerica Financial 1995 - 1997
Allmerica Financial 1993 - 1995
KPMG Peat Marwick 1990 - 1993
Skills
SEC filings, US GAAP, Financial Reporting, Accounting, Financial Accounting, Financial Analysis, Auditing, Sarbanes-Oxley, Sarbanes-Oxley Act, SOX, SEC reporting, Technical Accounting, Accounting Policy, Insurance, Strategic Financial..., PeopleSoft, Financial Modeling, Internal Controls, Process Improvement, Due Diligence, Excel, Mergers, Consolidation, Business Process..., Property & Casualty..., GAAP, Enterprise Risk...
Education
University of Massachusetts, Amherst 1986 — 1990
BBA, Accounting
The Hanover Insurance Group 2007 - Present
The Hanover Insurance Group 2005 - 2007
The Hanover Insurance Group 2004 - 2005
The Hanover Insurance Group 2000 - 2004
Allmerica Financial 1997 - 1999
Allmerica Financial 1995 - 1997
Allmerica Financial 1993 - 1995
KPMG Peat Marwick 1990 - 1993
Skills
SEC filings, US GAAP, Financial Reporting, Accounting, Financial Accounting, Financial Analysis, Auditing, Sarbanes-Oxley, Sarbanes-Oxley Act, SOX, SEC reporting, Technical Accounting, Accounting Policy, Insurance, Strategic Financial..., PeopleSoft, Financial Modeling, Internal Controls, Process Improvement, Due Diligence, Excel, Mergers, Consolidation, Business Process..., Property & Casualty..., GAAP, Enterprise Risk...
Education
University of Massachusetts, Amherst 1986 — 1990
BBA, Accounting
Sonya Caldwell Sonya Caldwell's Allmerica Financial Experience January 1995 - September 2000
Job Human Resources Manager at City of Charlotte
Industry Human Resources
Experience
City of Charlotte December 2013 - Present
Lowe's Home Improvement February 2004 - December 2013
The Home Depot October 2000 - September 2003
Allmerica Financial January 1995 - September 2000
Skills
Employee Benefits, Workers Compensation, Talent Management, Onboarding, Employee Relations, Performance Management, Succession Planning, Benefits Administration, Employee Engagement, HRIS, Talent Acquisition, Human Resources
Education
University of Michigan
Bachelor of Science (B.S.), Health Care Administration
City of Charlotte December 2013 - Present
Lowe's Home Improvement February 2004 - December 2013
The Home Depot October 2000 - September 2003
Allmerica Financial January 1995 - September 2000
Skills
Employee Benefits, Workers Compensation, Talent Management, Onboarding, Employee Relations, Performance Management, Succession Planning, Benefits Administration, Employee Engagement, HRIS, Talent Acquisition, Human Resources
Education
University of Michigan
Bachelor of Science (B.S.), Health Care Administration
Karen Gagnon Karen Gagnon's Allmerica Financial Experience 1986 - 1990
Job Director, Clinical Operations at Predilytics Inc.
Industry Hospital & Health Care
Experience
Predilytics Inc. November 2014 - Present
Health Plans, Inc. September 2012 - October 2014
Strategic Concepts January 1993 - July 2012
Sofsource 1997 - 1998
Journal of Care Management 1995 - 1996
Private Healthcare Systems 1990 - 1993
Allmerica Financial 1986 - 1990
Skills
Case Managment, Managed Care, Consulting, Health Insurance, Healthcare Management, Analytic Problem Solving, Product Development, Program Development, Manage Client..., Team Building, Strategic Planning, Nursing, Healthcare, Creative Problem Solving, Process Improvement, Microsoft Excel, Leadership, Customer Service, HIPAA, Healthcare Information..., Disease Management, Budgets, Training, Microsoft Word
Education
Babson Executive Management Program 2013 — 2014
Certificate, Management & Leadership Skills Program
University of Massachusetts, Amherst 1983 — 1986
Bachelor of Arts (B.A.), Legal Studies, General
Eastern Maine Medical Center School of Nursing 1978 — 1981
Diploma, Registered Nursing/Registered Nurse
Predilytics Inc. November 2014 - Present
Health Plans, Inc. September 2012 - October 2014
Strategic Concepts January 1993 - July 2012
Sofsource 1997 - 1998
Journal of Care Management 1995 - 1996
Private Healthcare Systems 1990 - 1993
Allmerica Financial 1986 - 1990
Skills
Case Managment, Managed Care, Consulting, Health Insurance, Healthcare Management, Analytic Problem Solving, Product Development, Program Development, Manage Client..., Team Building, Strategic Planning, Nursing, Healthcare, Creative Problem Solving, Process Improvement, Microsoft Excel, Leadership, Customer Service, HIPAA, Healthcare Information..., Disease Management, Budgets, Training, Microsoft Word
Education
Babson Executive Management Program 2013 — 2014
Certificate, Management & Leadership Skills Program
University of Massachusetts, Amherst 1983 — 1986
Bachelor of Arts (B.A.), Legal Studies, General
Eastern Maine Medical Center School of Nursing 1978 — 1981
Diploma, Registered Nursing/Registered Nurse
Peter Barko's Allmerica Financial Experience August 2004 - September 2006
Job Strategic Partner to CLevel at TriNet: Helping Small Businesses Attract & Retain Talent and Contain HRRelated Costs
Industry Internet
Experience
TriNet April 2013 - Present
BountyJobs January 2012 - March 2013
Dicks Cottons July 2008 - January 2012
TheLadders.com November 2008 - December 2009
AllianceBernstein October 2006 - July 2008
Allmerica Financial August 2004 - September 2006
Lendia and Prime Financial August 2003 - July 2004
Skills
Consultative Selling, ValueSelling, Solution Selling, Cold Calling, New Business Development, Strategic Planning, Forecasting, Prospecting, Contract Negotiation, Social Media, Social Media Marketing, Qualifying Prospects, SaaS, Selling, Sales Process, Salesforce.com, CRM, Sales, Online Advertising, Sales Operations, E-commerce, Business Development, Strategy, Competitive Analysis, Recruiting, Lead Generation, Enterprise Software, Account Management, Marketing, Customer Retention, Entrepreneurship, Marketing Strategy, Talent Acquisition, Management, Start-ups, Consulting, Human Resources, Strategic Partnerships
Education
University of North Carolina at Chapel Hill 1999 — 2003
B.A., Political Science
St. John's High School 1996 — 1999
TriNet April 2013 - Present
BountyJobs January 2012 - March 2013
Dicks Cottons July 2008 - January 2012
TheLadders.com November 2008 - December 2009
AllianceBernstein October 2006 - July 2008
Allmerica Financial August 2004 - September 2006
Lendia and Prime Financial August 2003 - July 2004
Skills
Consultative Selling, ValueSelling, Solution Selling, Cold Calling, New Business Development, Strategic Planning, Forecasting, Prospecting, Contract Negotiation, Social Media, Social Media Marketing, Qualifying Prospects, SaaS, Selling, Sales Process, Salesforce.com, CRM, Sales, Online Advertising, Sales Operations, E-commerce, Business Development, Strategy, Competitive Analysis, Recruiting, Lead Generation, Enterprise Software, Account Management, Marketing, Customer Retention, Entrepreneurship, Marketing Strategy, Talent Acquisition, Management, Start-ups, Consulting, Human Resources, Strategic Partnerships
Education
University of North Carolina at Chapel Hill 1999 — 2003
B.A., Political Science
St. John's High School 1996 — 1999
Oliver Tutt, CFP® Oliver Tutt, CFP®'s Allmerica Financial Experience April 1997 - August 2002
Job Financial Planner and TV Show Host
Industry Financial Services
Experience
The Money Pros February 2011 - Present
Randall Financial Group, LLC September 2002 - Present
Allmerica Financial April 1997 - August 2002
First Variable Life February 1993 - January 1995
Keyport Life Insurance Company January 1992 - February 1993
Education
College for Financial Planning 1994 — 1996
Certificate in Financial Planning, Financial Planning
University of Rhode Island 1987 — 1991
Business, Finance
University of Rhode Island - College of Business Administration 1987 — 1991
Business, Finance
The Money Pros February 2011 - Present
Randall Financial Group, LLC September 2002 - Present
Allmerica Financial April 1997 - August 2002
First Variable Life February 1993 - January 1995
Keyport Life Insurance Company January 1992 - February 1993
Education
College for Financial Planning 1994 — 1996
Certificate in Financial Planning, Financial Planning
University of Rhode Island 1987 — 1991
Business, Finance
University of Rhode Island - College of Business Administration 1987 — 1991
Business, Finance
Mike Sarber Mike Sarber's Allmerica Financial Experience 1992 - 1994
Job SVP, Risk Analysis Executive at Bank of America
Industry Banking
Experience
Bank of America 2011 - Present
Bank of America 2003 - 2010
Bank of America 1994 - 2003
Allmerica Financial 1992 - 1994
Skills
Risk Management, Portfolio Management, Capital Markets, Banking, Treasury Management, Financial Services, Strategy, Business Process..., Liquidity Risk, Funding, Operational Risk..., Leadership, Program Management, Project Management, Strategic Planning, Management, Financial Analysis, Securities, Change Management, Operational Risk, Great communications..., Strategic Negotiations, Integration
Education
University of North Carolina at Charlotte - Belk College of Business
M.B.A., Financial Institutions Management
Virginia Polytechnic Institute and State University
B.S. Business, Accounting
Bank of America 2011 - Present
Bank of America 2003 - 2010
Bank of America 1994 - 2003
Allmerica Financial 1992 - 1994
Skills
Risk Management, Portfolio Management, Capital Markets, Banking, Treasury Management, Financial Services, Strategy, Business Process..., Liquidity Risk, Funding, Operational Risk..., Leadership, Program Management, Project Management, Strategic Planning, Management, Financial Analysis, Securities, Change Management, Operational Risk, Great communications..., Strategic Negotiations, Integration
Education
University of North Carolina at Charlotte - Belk College of Business
M.B.A., Financial Institutions Management
Virginia Polytechnic Institute and State University
B.S. Business, Accounting
Jerry Waters, CPA Jerry Waters, CPA's Allmerica Financial Experience 1998 - 2003
Job Director of Financial Reporting & Controls at The Main Street America Group, Inc.
Industry Insurance
Experience
The Main Street America Group January 2010 - Present
Liberty Mutual Insurance August 2003 - January 2010
Allmerica Financial 1998 - 2003
Montgomery & Collins LLC 1996 - 1998
Skills
Financial Analysis, Insurance, Financial Reporting, Financial Risk, Internal Controls, Sarbanes-Oxley Act, Risk Management, Underwriting, Accounting, Reinsurance, Auditing, General Insurance, Property & Casualty..., Commercial Insurance, Analysis, Enterprise Risk..., Process Improvement
Education
University of Rhode Island
Bachelor of Science (BS)
The Main Street America Group January 2010 - Present
Liberty Mutual Insurance August 2003 - January 2010
Allmerica Financial 1998 - 2003
Montgomery & Collins LLC 1996 - 1998
Skills
Financial Analysis, Insurance, Financial Reporting, Financial Risk, Internal Controls, Sarbanes-Oxley Act, Risk Management, Underwriting, Accounting, Reinsurance, Auditing, General Insurance, Property & Casualty..., Commercial Insurance, Analysis, Enterprise Risk..., Process Improvement
Education
University of Rhode Island
Bachelor of Science (BS)
Barry Levy Barry Levy's Allmerica Financial Experience 2000 - 2001
Job Marketing Consultant
Industry Financial Services
Experience
Advisor Focus Consulting January 2012 - Present
Fusion Advisor Network 2001 - December 2011
Allmerica Financial 2000 - 2001
Skills
Marketing Strategy, Strategy, Marketing, Management, Social Media Marketing, Business Coaching, Finance, Investment Advisory, Retirement Planning, Retirement
Education
University of North Carolina at Chapel Hill 1965 — 1968
Bachelor's degree, History
Advisor Focus Consulting January 2012 - Present
Fusion Advisor Network 2001 - December 2011
Allmerica Financial 2000 - 2001
Skills
Marketing Strategy, Strategy, Marketing, Management, Social Media Marketing, Business Coaching, Finance, Investment Advisory, Retirement Planning, Retirement
Education
University of North Carolina at Chapel Hill 1965 — 1968
Bachelor's degree, History
Frank Heinzelman, PMP's Allmerica Financial Experience 1982 - 1994
Job Vice President, RaveTech Corporation
Industry Information Technology and Services
Experience
RaveTech Corporation November 2008 - Present
Comsys March 2006 - November 2008
Keane January 2003 - March 2006
Compuware March 2001 - September 2002
Compuware March 1999 - March 2001
Compuware August 1994 - March 1999
Allmerica Financial 1982 - 1994
Skills
Team Leadership, Vendor Management, Business Analysis, Recruiting, IT Management, Business Development, Agile Methodologies, Project Management, Project Delivery, SDLC, Cloud Computing, Process Improvement, IT Strategy, Integration, Professional Services, CRM
Education
University of Michigan
BBA, Business Administration
RaveTech Corporation November 2008 - Present
Comsys March 2006 - November 2008
Keane January 2003 - March 2006
Compuware March 2001 - September 2002
Compuware March 1999 - March 2001
Compuware August 1994 - March 1999
Allmerica Financial 1982 - 1994
Skills
Team Leadership, Vendor Management, Business Analysis, Recruiting, IT Management, Business Development, Agile Methodologies, Project Management, Project Delivery, SDLC, Cloud Computing, Process Improvement, IT Strategy, Integration, Professional Services, CRM
Education
University of Michigan
BBA, Business Administration
Jill Sachs Jill Sachs's Allmerica Financial Experience 2002 - 2003
Job Consultant at Sachs Financial
Industry Financial Services
Experience
Sachs Financial March 2012 - Present
Wells Fargo Advisors January 2010 - December 2011
Edward Jones October 2007 - January 2010
TIAA-CREF August 2006 - October 2007
New England Financial December 2003 - October 2005
Allmerica Financial 2002 - 2003
Skills
Customer Relations, Tactics, Market Planning, Advertising, Event Planning, Marketing Strategy, Internal Communications, Community Relations, Direct Marketing, Community Development, Customer Service, Social Media Marketing, Marketing Communications, Social Networking, Web Analytics, Management, Budgets, Marketing, Strategy, Strategic Planning, Sales, Training, Public Relations
Education
University of Missouri-Columbia 1995 — 1997
BS, Communications
University of Missouri-Saint Louis
BA, Communications
Sachs Financial March 2012 - Present
Wells Fargo Advisors January 2010 - December 2011
Edward Jones October 2007 - January 2010
TIAA-CREF August 2006 - October 2007
New England Financial December 2003 - October 2005
Allmerica Financial 2002 - 2003
Skills
Customer Relations, Tactics, Market Planning, Advertising, Event Planning, Marketing Strategy, Internal Communications, Community Relations, Direct Marketing, Community Development, Customer Service, Social Media Marketing, Marketing Communications, Social Networking, Web Analytics, Management, Budgets, Marketing, Strategy, Strategic Planning, Sales, Training, Public Relations
Education
University of Missouri-Columbia 1995 — 1997
BS, Communications
University of Missouri-Saint Louis
BA, Communications
Michael Valdez Michael Valdez's Allmerica Financial Experience 1987 - 1994
Job President at Michael C Valdez CLU,REBC, PA
Industry Financial Services
Experience
Business Transition Council 2008 - Present
Michael C Valdez CLU,REBC, PA January 1998 - Present
Family Financial Advocates, LLC Family Office Services March 2012 - December 2014
FPA TampaBay 1983 - 2013
Business Exit Planners LLC 2003 - February 2012
Triangulum Financial Partners 2002 - February 2012
DavisBaldwin Risk Management Services July 1994 - July 2000
Allmerica Financial 1987 - 1994
Skills
Business Planning, Insurance, Tax, Portfolio Management, Estate Planning, Strategic Financial..., Qualifed Retirement..., Employee Benefits, Small Business, Leadership, Financial Advisory, Retirement Planning, Finance, Management, Pensions, Mergers & Acquisitions, Executive Management, Investments, Succession Planning, Business Networking, Fiduciary Services, Wealth, Mutual Funds, Retirement, Financial Planners, Sales, Investment Advisory, Fixed Annuities, Long-term Care, 401k, Trusts, Personal Finance, Wealth Management, Disability Insurance, Term Life Insurance, IRAs, Life Insurance, Investment Strategies, Asset Allocation, Securities, High Net Worth..., Asset Management, Funding, Alternative Investments, Financial Services, Financial Planning
Education
University of South Florida 1973 — 1976
BA, Education
Business Transition Council 2008 - Present
Michael C Valdez CLU,REBC, PA January 1998 - Present
Family Financial Advocates, LLC Family Office Services March 2012 - December 2014
FPA TampaBay 1983 - 2013
Business Exit Planners LLC 2003 - February 2012
Triangulum Financial Partners 2002 - February 2012
DavisBaldwin Risk Management Services July 1994 - July 2000
Allmerica Financial 1987 - 1994
Skills
Business Planning, Insurance, Tax, Portfolio Management, Estate Planning, Strategic Financial..., Qualifed Retirement..., Employee Benefits, Small Business, Leadership, Financial Advisory, Retirement Planning, Finance, Management, Pensions, Mergers & Acquisitions, Executive Management, Investments, Succession Planning, Business Networking, Fiduciary Services, Wealth, Mutual Funds, Retirement, Financial Planners, Sales, Investment Advisory, Fixed Annuities, Long-term Care, 401k, Trusts, Personal Finance, Wealth Management, Disability Insurance, Term Life Insurance, IRAs, Life Insurance, Investment Strategies, Asset Allocation, Securities, High Net Worth..., Asset Management, Funding, Alternative Investments, Financial Services, Financial Planning
Education
University of South Florida 1973 — 1976
BA, Education
Herb Nelson Herb Nelson's Allmerica Financial Experience 1985 - 1996
Job Realtor, Century 21 DeNault Realty, Inc
Industry Real Estate
Experience
Century 21 DeNault Realty, Inc. 2004 - Present
2010 United States Census January 2009 - June 2009
NB Kenney 2000 - 2004
C&W Fabricators 1996 - 2000
State Mutual 1985 - 1996
allmerica Financial 1985 - 1996
Skills
Relocation, Short Sales, Real Estate
Education
ITT Technical Institute 1995 — 1997
Engineering
University of Miami 1981 — 1983
Engineering
Wachusett Regional High School 1976 — 1980
Century 21 DeNault Realty, Inc. 2004 - Present
2010 United States Census January 2009 - June 2009
NB Kenney 2000 - 2004
C&W Fabricators 1996 - 2000
State Mutual 1985 - 1996
allmerica Financial 1985 - 1996
Skills
Relocation, Short Sales, Real Estate
Education
ITT Technical Institute 1995 — 1997
Engineering
University of Miami 1981 — 1983
Engineering
Wachusett Regional High School 1976 — 1980
Jason Matthews Jason Matthews's Allmerica Financial Experience 1993 - 2000
Job Energy Executive and CEO
Industry Oil & Energy
Experience
W Blazer Holdings, National Energy Services Firm 2006 - Present
Commercial Real Estate Consulting Firm 2003 - 2012
Real Estate Development & Investment 1995 - 2007
SGS Group 1998 - 2003
Allmerica Financial 1993 - 2000
Skills
Real Estate Economics, Real Estate Financing, Real Estate Consulting, Commercial Real Estate, Corporate Real Estate, Real Estate Development, Trend and Spend Analysis, RFP Structuring, Strategic Supplier..., M/W/DBE Sourcing &..., Supplier Diversity, Community Planning and..., Property Management..., Marketing and..., Strategic Planning
Education
University of Pittsburgh 1987 — 1991
B.S. Economics, Business/Managerial Economics
W Blazer Holdings, National Energy Services Firm 2006 - Present
Commercial Real Estate Consulting Firm 2003 - 2012
Real Estate Development & Investment 1995 - 2007
SGS Group 1998 - 2003
Allmerica Financial 1993 - 2000
Skills
Real Estate Economics, Real Estate Financing, Real Estate Consulting, Commercial Real Estate, Corporate Real Estate, Real Estate Development, Trend and Spend Analysis, RFP Structuring, Strategic Supplier..., M/W/DBE Sourcing &..., Supplier Diversity, Community Planning and..., Property Management..., Marketing and..., Strategic Planning
Education
University of Pittsburgh 1987 — 1991
B.S. Economics, Business/Managerial Economics
Christine Pikutis-Musuneggi, CRPC(R), CLTC's Allmerica Financial Experience July 1998 - July 2004
Job Financial Planner at The Musuneggi Financial Group, LLC
Industry Financial Services
Experience
The Musuneggi Financial Group, LLC September 2012 - Present
Lincoln Financial Advisors July 2004 - August 2012
Lincoln Financial Advisors July 2004 - March 2009
Allmerica Financial July 1998 - July 2004
Skills
Estate Planning, Retirement Planning, Investment Advisory, Insurance, Strategic Financial..., Long-term Care, Leadership, Disability Insurance, Mentoring, Investments, Retirement Plan..., Financial Advisory, IRAs, Wealth, Series 63, Series 7, Fixed Annuities, Mutual Funds, Securities, Retirement, Asset Allocation, Wealth Management, Small Business, Financial Planners, Marketing Strategy, Recruiting, Transition Planning, Employee Training, Uniform Combined State..., 401k, Series 6, Investment Strategies, FINRA, Life Insurance, Series 65, Long Term Care Insurance, Term Life Insurance, Variable Annuities, Wealth Accumulation, Wealth Management..., Finance, Pensions, Alternative Investments, Investment Management, High Net Worth..., Professional Women, Women Owned Business, Networking, Universal Life, Asset Management
Education
University of Pittsburgh 1993 — 1997
BS
The Musuneggi Financial Group, LLC September 2012 - Present
Lincoln Financial Advisors July 2004 - August 2012
Lincoln Financial Advisors July 2004 - March 2009
Allmerica Financial July 1998 - July 2004
Skills
Estate Planning, Retirement Planning, Investment Advisory, Insurance, Strategic Financial..., Long-term Care, Leadership, Disability Insurance, Mentoring, Investments, Retirement Plan..., Financial Advisory, IRAs, Wealth, Series 63, Series 7, Fixed Annuities, Mutual Funds, Securities, Retirement, Asset Allocation, Wealth Management, Small Business, Financial Planners, Marketing Strategy, Recruiting, Transition Planning, Employee Training, Uniform Combined State..., 401k, Series 6, Investment Strategies, FINRA, Life Insurance, Series 65, Long Term Care Insurance, Term Life Insurance, Variable Annuities, Wealth Accumulation, Wealth Management..., Finance, Pensions, Alternative Investments, Investment Management, High Net Worth..., Professional Women, Women Owned Business, Networking, Universal Life, Asset Management
Education
University of Pittsburgh 1993 — 1997
BS
Wayne Blanchette Wayne Blanchette's Allmerica Financial Experience 1999 - 2003
Job Manager, Financial Services at Prudential
Industry Financial Services
Experience
Prudential Financial January 2014 - Present
Prudential Financial February 2011 - Present
Marsh & McLennan Agency 2003 - 2011
Allmerica Financial 1999 - 2003
Skills
Leadership, Insurance, Management, Financial Services, Finance, Financial Planning, Risk Management, Investments, Marketing Strategy, Securities, Investment Advisory, Mutual Funds, Retirement
Education
University of Massachusetts, Amherst 1979 — 1983
B.S., Legal Studies/Business Administration
University of Massachusetts, Amherst
Prudential Financial January 2014 - Present
Prudential Financial February 2011 - Present
Marsh & McLennan Agency 2003 - 2011
Allmerica Financial 1999 - 2003
Skills
Leadership, Insurance, Management, Financial Services, Finance, Financial Planning, Risk Management, Investments, Marketing Strategy, Securities, Investment Advisory, Mutual Funds, Retirement
Education
University of Massachusetts, Amherst 1979 — 1983
B.S., Legal Studies/Business Administration
University of Massachusetts, Amherst
Darshana Amin's Allmerica Financial Experience February 2004 - July 2004
Job Sr. QA Analyst at UnitedHealthcare
Industry Computer Software
Experience
UnitedHealthcare August 2009 - Present
ADP February 2009 - July 2009
GSI Commerce July 2008 - December 2008
United Health Care 2004 - 2008
Allmerica Financial February 2004 - July 2004
Prudential Financial January 2002 - January 2004
Skills
Quality Center, QTP, Web Services, API Testing, Software Quality..., Software Project..., Quality Assurance, Testing, SDLC, Test Automation, System Testing, User Acceptance Testing, Manual Testing, HP Quality Center
Education
University of Mumbai 1992 — 1997
UnitedHealthcare August 2009 - Present
ADP February 2009 - July 2009
GSI Commerce July 2008 - December 2008
United Health Care 2004 - 2008
Allmerica Financial February 2004 - July 2004
Prudential Financial January 2002 - January 2004
Skills
Quality Center, QTP, Web Services, API Testing, Software Quality..., Software Project..., Quality Assurance, Testing, SDLC, Test Automation, System Testing, User Acceptance Testing, Manual Testing, HP Quality Center
Education
University of Mumbai 1992 — 1997
Tami (Tami Taylor) Gilow's Allmerica Financial Experience 1996 - 2001
Job Associate Director Project Management at Sun Life Financial
Industry Computer Software
Experience
Sun Life Financial March 2011 - Present
Sun Life Financial August 2009 - Present
Sun Life Financial September 2005 - August 2009
Aetna Life & Casualty 2002 - 2005
Allmerica Financial 1996 - 2001
Education
University of Massachusetts, Amherst
Sun Life Financial March 2011 - Present
Sun Life Financial August 2009 - Present
Sun Life Financial September 2005 - August 2009
Aetna Life & Casualty 2002 - 2005
Allmerica Financial 1996 - 2001
Education
University of Massachusetts, Amherst
Philip. Polkinghorn's Allmerica Financial Experience 1993 - 1994
Job President, Americo
Industry Insurance
Experience
Americo May 2013 - Present
Phoenix Life Insurance Company April 2010 - November 2012
The Phoenix Companies 2004 - November 2012
Sun Life Financial 2001 - 2004
Keyport May 1999 - November 2001
AIG American General December 1996 - May 1999
Allmerica Financial 1993 - 1994
Tillinghast 1983 - 1993
Skills
Insurance, Life Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Retirement, Investments, Series 6, Financial Services, Indexed Annuities, Series 7, Wealth Management, Portfolio Management, Actuarial Science, Strategic Financial..., Asset Allocation, FINRA, Variable Annuities, Estate Planning, 401k, Securities, Series 63
Education
University of Nebraska-Lincoln 1975 — 1979
Americo May 2013 - Present
Phoenix Life Insurance Company April 2010 - November 2012
The Phoenix Companies 2004 - November 2012
Sun Life Financial 2001 - 2004
Keyport May 1999 - November 2001
AIG American General December 1996 - May 1999
Allmerica Financial 1993 - 1994
Tillinghast 1983 - 1993
Skills
Insurance, Life Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Retirement, Investments, Series 6, Financial Services, Indexed Annuities, Series 7, Wealth Management, Portfolio Management, Actuarial Science, Strategic Financial..., Asset Allocation, FINRA, Variable Annuities, Estate Planning, 401k, Securities, Series 63
Education
University of Nebraska-Lincoln 1975 — 1979
Don Militzer's Allmerica Financial Experience 1998 - 1999
Job Member's Service Rep at CUNA Mutual
Industry Financial Services
Experience
A-K Valley, F.C.U. October 2007 - Present
Various Company Affiliations May 1978 - November 2008
Allmerica Financial 1998 - 1999
Skills
Strategic Planning, Estate Planning, Mutual Funds, Investments, Insurance, Retirement Planning, Recruiting, Retirement, Wealth Management, Fixed Annuities, Disability Insurance, Customer Service, Due Diligence, Life Insurance, Employee Benefits, Strategic Financial...
Education
University of Pittsburgh 1973 — 1978
B/A, Political Science
A-K Valley, F.C.U. October 2007 - Present
Various Company Affiliations May 1978 - November 2008
Allmerica Financial 1998 - 1999
Skills
Strategic Planning, Estate Planning, Mutual Funds, Investments, Insurance, Retirement Planning, Recruiting, Retirement, Wealth Management, Fixed Annuities, Disability Insurance, Customer Service, Due Diligence, Life Insurance, Employee Benefits, Strategic Financial...
Education
University of Pittsburgh 1973 — 1978
B/A, Political Science
Cynthia Caskey's Allmerica Financial Experience 1995 - 2001
Job Insurance Professional
Industry Insurance
Experience
Allmerica Financial 1995 - 2001
Education
Oxford 1977 — 1981
Allmerica Financial 1995 - 2001
Education
Oxford 1977 — 1981
Willy Earle's Allmerica Financial Experience 1977 - 2006
Job Systems Analyst at Commerce Insurance
Industry Insurance
Experience
Commerce Insurance April 2007 - Present
Hanover Insurance February 1977 - December 2006
State Mutual Life Assurance Company 1977 - 2006
Allmerica Financial 1977 - 2006
Skills
SDLC, Business Analysis, Insurance, Requirements Gathering, Process Improvement, Requirements Analysis, Visio, Systems Analysis, Vendor Management, DB2, Business Requirements, COBOL, Domino/LotusNotes..., Lotus Domino, Software Project..., LotusScript, HTML, Oracle, JavaScript, Databases, Database Design, SOA, Microsoft SQL Server, Enterprise Architecture, SQL, Data Warehousing, Software Documentation, SharePoint, Business Intelligence, Disaster Recovery, Access
Education
University of Massachusetts, Amherst 1972 — 1976
BBA, Accounting
Commerce Insurance April 2007 - Present
Hanover Insurance February 1977 - December 2006
State Mutual Life Assurance Company 1977 - 2006
Allmerica Financial 1977 - 2006
Skills
SDLC, Business Analysis, Insurance, Requirements Gathering, Process Improvement, Requirements Analysis, Visio, Systems Analysis, Vendor Management, DB2, Business Requirements, COBOL, Domino/LotusNotes..., Lotus Domino, Software Project..., LotusScript, HTML, Oracle, JavaScript, Databases, Database Design, SOA, Microsoft SQL Server, Enterprise Architecture, SQL, Data Warehousing, Software Documentation, SharePoint, Business Intelligence, Disaster Recovery, Access
Education
University of Massachusetts, Amherst 1972 — 1976
BBA, Accounting
Lisbeth Bulmash's Allmerica Financial Experience April 1995 - November 2001
Job Attorney at Bulmash Mediations
Industry Law Practice
Experience
Bulmash Mediations January 2004 - Present
Allmerica Financial April 1995 - November 2001
Education
University of Michigan 1982 — 1986
Bulmash Mediations January 2004 - Present
Allmerica Financial April 1995 - November 2001
Education
University of Michigan 1982 — 1986
Howard Zabner's Allmerica Financial Experience 1997 - 2002
Job Experienced Sales Leader helping others attain their dreams
Industry Health, Wellness and Fitness
Experience
Javita Gourmet Coffee Company November 2012 - Present
Ameriprise Financial January 2003 - December 2009
Allmerica Financial 1997 - 2002
ING 1999 - 2001
New York Life August 1989 - February 1997
Lebhar-Friedman 1985 - 1989
Skills
Wholesaling, Series 7, Insurance, Wealth Management, Disability Insurance, Financial Advisory, Retirement Planning, Annuities, Fixed Annuities, Estate Planning, Life Insurance, Wholesale, Leadership, Retirement, Financial Services, Series 63, 401k, Mutual Funds, Sales, Marketing, Management, Sales Management, Strategy, Strategic Planning
Education
University of Michigan 1975 — 1979
BA, History
Southfield-Lathrup High School 1973 — 1975
Friends School in Detroit
Javita Gourmet Coffee Company November 2012 - Present
Ameriprise Financial January 2003 - December 2009
Allmerica Financial 1997 - 2002
ING 1999 - 2001
New York Life August 1989 - February 1997
Lebhar-Friedman 1985 - 1989
Skills
Wholesaling, Series 7, Insurance, Wealth Management, Disability Insurance, Financial Advisory, Retirement Planning, Annuities, Fixed Annuities, Estate Planning, Life Insurance, Wholesale, Leadership, Retirement, Financial Services, Series 63, 401k, Mutual Funds, Sales, Marketing, Management, Sales Management, Strategy, Strategic Planning
Education
University of Michigan 1975 — 1979
BA, History
Southfield-Lathrup High School 1973 — 1975
Friends School in Detroit
Lynn Donaldson Otto's Allmerica Financial Experience September 1989 - June 1990
Job Fund Governance Analyst at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group April 1995 - Present
440 Financial Group June 1990 - March 1995
Allmerica Financial September 1989 - June 1990
Skills
Mutual Funds, Investments, Securities, Strategic Planning, Asset Allocation, Investment Advisory, Portfolio Management, Equities, Investment Management, FINRA, Fixed Income
Education
University of Massachusetts, Amherst
Janus Capital Group April 1995 - Present
440 Financial Group June 1990 - March 1995
Allmerica Financial September 1989 - June 1990
Skills
Mutual Funds, Investments, Securities, Strategic Planning, Asset Allocation, Investment Advisory, Portfolio Management, Equities, Investment Management, FINRA, Fixed Income
Education
University of Massachusetts, Amherst
Wayne Blanchette's Allmerica Financial Experience March 1999 - May 2004
Job Manager, Financial Services at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America, Newark, NJ February 2011 - Present
The NIA Group, LLC/BISG, A Marsh & McLennan Agency 2004 - February 2011
Allmerica Financial March 1999 - May 2004
Education
University of Massachusetts, Amherst 1979 — 1983
Bachelors, Legal Studies
Cushing Academy
The Prudential Insurance Company of America, Newark, NJ February 2011 - Present
The NIA Group, LLC/BISG, A Marsh & McLennan Agency 2004 - February 2011
Allmerica Financial March 1999 - May 2004
Education
University of Massachusetts, Amherst 1979 — 1983
Bachelors, Legal Studies
Cushing Academy
Nicholas Titone's Allmerica Financial Experience June 1987 - November 1999
Job Director of Underwriting at Fallon Community Health Plan
Industry Insurance
Experience
Fallon Community Health Plan April 2001 - Present
Sun Life Financial May 2000 - April 2001
Allmerica Financial June 1987 - November 1999
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Science (BS), Economics
Fallon Community Health Plan April 2001 - Present
Sun Life Financial May 2000 - April 2001
Allmerica Financial June 1987 - November 1999
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Science (BS), Economics
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO