CIGNA Retirement & Investment Services
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CIGNA Retirement & Investment Services Employees
Ultimate Staffing August 2013 - Present
Maple Elementary School Parent Faculty Association September 2012 - June 2014
CamTech September 2011 - June 2014
CIGNA Retirement & Investment Services June 1998 - December 2001
CIGNA Retirement & Investment Services December 1996 - June 1998
Skills
Leadership, Management, Training, Editing, Strategic Planning, Team Building, Needs Analysis, Project Planning, Data Analysis, Research, Business Analysis, Analysis, Project Coordination, Project Management, Presentation Development, Creative Problem Solving, Technology Integration, Outstanding Customer..., Business Strategy
Education
Middlebury Institute of International Studies at Monterey 1993 — 1995
MPA, International Management
University of Southern California 1987 — 1991
BA, Humanities (Italian)
Arthur J. Gallagher & Co. August 2015 - Present
The Standard December 2009 - July 2015
CIGNA Retirement & Investment Services 1998 - 2002
OHM Corporation 1996 - 1998
Invesco Retirement Plan Services, Inc. 1993 - 1996
Invesco Capital Management, Inc. 1992 - 1993
Prudential Bank & Trust Company 1990 - 1993
C&S/Sovran Trust Company 1989 - 1990
Education
Troy University 1984 — 1987
B.S., Finance
Auburn University 1982 — 1984
FJA-US December 2013 - Present
FJA-US December 2012 - December 2013
The Leavitt Group June 2011 - November 2012
Vertafore September 2009 - March 2011
Vertafore 2008 - 2009
Vertafore 2007 - 2008
Farmers Financial Services 2001 - 2007
CIGNA RETIREMENT & INVESTMENT SERVICES September 1997 - May 2001
Skills
Software, Financial Services, Project Management, Insurance, Management, Leadership, Program Management, Training, CRM, Problem Solving, Sales, Budgets, Account Management, Software Documentation, SaaS, Sales Process, Human Resources, Consulting, Risk Management, Analysis, Employee Training, Process Improvement, Change Management, Enterprise Software, Cross-functional Team..., SDLC, Software Project..., Call Centers, Customer Satisfaction, Agile Methodologies, Access, Business Process..., Professional Services, Sales Operations
Education
Colorado State University 1991 — 1995
Bachelors of Science, Psychology
AMERICAN SCHOOL IN LONDON 1988 — 1991
Kaiser Permanente August 2013 - Present
Ingram Micro August 2012 - August 2013
Ingram Micro June 2012 - August 2012
Upland Unified School District August 2005 - June 2012
CIGNA Retirement & Investment Services May 1999 - August 2003
CIGNA Retirement & Investment Services May 1999 - August 1999
Skills
Microsoft Excel, PowerPoint, Staff Development, Management, Training, Data Analysis, Research, Microsoft Word, Microsoft Office, Leadership, Budgets, Process Improvement, Strategic Planning, Microsoft SQL Server, ETL, Databases, SSIS, Eloqua, Business Analytics, Business Intelligence, Data Warehousing, SQL, Data Mining, Vendor Management, Analysis
Education
California State University-Fullerton 2011 — 2014
MBA, MBA with specialization in Business Intelligence and Analytics, 3.83 GPA
California State University-Fullerton 2004 — 2006
Credential, Mathematics Education, 4.0 GPA
University of Hartford 1997 — 2000
BS Business Administration, Actuarial Science
American Trust Retirement April 2014 - Present
Pension Inc. November 2003 - April 2014
CIGNA Retirement & Investment Services 1991 - 2003
Skills
Qualified 401(k)..., Qualified Retirement..., Retirement Plan..., Pensions, Retirement Planning, Retirement, ERISA, Defined Benefit, Mutual Funds, Profit Sharing, Customer Service, 401k, Defined Contribution
Education
Loras College 1986 — 1990
Finance & Management, Finance, General
MassMutual Financial Group March 2013 - Present
MassMutual December 2007 - March 2013
MassMutual January 2007 - December 2007
MassMutual March 2006 - January 2007
MassMutual November 2004 - March 2006
MassMutual October 2003 - November 2004
MassMutual November 2002 - October 2003
CIGNA Retirement & Investment Services April 2000 - November 2002
Skills
Insurance, Marketing Strategy, Marketing, Life Insurance, Financial Services, Disability Insurance, Marketing Communications, Strategic Planning, Integrated Marketing, Retirement, Advertising, Recruiting, Talent Management, Management
Education
Bryant University 1986 — 1990
Bachelor of Science (BS), Marketing
Prudential Retirement 2004 - Present
CIGNA Retirement & Investment Services 1995 - 2004
CIGNA Retirement & Investment Services 1981 - 1995
Skills
Qualified Retirement..., Retirement Planning, Retirement Plan..., Relationship Management, Client Management, Plan Transition, Investment Oversight, Plan Design, 401k, Defined Benefit, Defined Contribution, Non Qualified, Retirement Income, Investments, Retirement, Securities, Fixed Annuities
Education
Hood College
Bachelor of Science (B.S.)
MassMutual Financial Group January 2011 - Present
MassMutual Financial Group February 2006 - January 2011
MassMutual Financial Group March 2000 - February 2006
MassMutual Financial Group November 1995 - March 2000
CIGNA Retirement & Investment Services July 1992 - November 1995
CIGNA Retirement & Investment Services May 1989 - July 1992
Skills
Retirement, Retirement Planning, Series 6, ERISA, Pensions, Series 7, 401k, Mutual Funds, Investments, Financial Services, Fiduciary, Defined Benefit, Plan Design, Strategic Planning, Client Service, Fiduciary Liability, Mergers, Retirement Plan..., Relationship Management, Institutional..., Team Leadership, Thought Leadership, Written & Oral..., Technical Presentations, Teaching, Client Services, Business Planning, Mergers, Fiduciary Services, Series 63
Education
University of Connecticut 1985 — 1989
BS
Prudential Financial October 2011 - Present
Prudential Retirement November 2010 - February 2012
Prudential Retirement December 2001 - September 2009
CIGNA Retirement & Investment Services 1995 - 2004
Skills
Retirement, Series 6, 401k, Mutual Funds, Defined Benefit, Series 63, Series 7, Defined Contribution, Investments, Retirement Planning, Relationship Management, ERISA, Business Development, Stable Value, Income Protection, Asset Allocation, Employee Benefits, Equities, Insurance, Investment Advisory, Leadership, Securities
Education
University of Hartford 1997 — 1999
Masters Degree, Business Administration
Eastern Connecticut State University 1991 — 1995
B.S., Business Administration
East Hartford High School
Comcast Cable July 2011 - Present
Franchise World Headquarters, LLC (SUBWAY Restaurants) December 2003 - August 2011
Academic Experience January 1980 - January 2004
CIGNA Retirement & Investment Services 2001 - 2003
DSL.net 1999 - 2001
Williams Communications (Nortel Distributor) 1992 - 1999
Skills
Talent Management, Learning Management..., Change Management, Succession Planning, Employee Training, Marketing, Leadership Development, Training, E-Learning, Staff Development, Organizational..., Start-ups, Human Resources, Recruiting, Strategic Planning, Management, Executive Coaching, Instructional Design, Strategy, Needs Analysis, Program Management, Leadership, Public Speaking, Coaching, Performance Management, Sales, Training Delivery, Organizational...
Education
The University of Connecticut School of Business
MBA, Marketing, 3.88
University of Rhode Island - College of Business Administration
BS, Organizational Management & Industrial Relations, 3.68
McGraw-Hill Companies January 2012 - Present
McGraw-Hill Higher Education 2003 - Present
Prudential Financial September 2001 - December 2003
CIGNA Retirement & Investment Services September 1999 - September 2001
Kendall Hunt Publishing Company September 1994 - September 1999
Kendall Hunt Publishing Company April 1994 - September 1994
Alliant Energy April 1992 - February 1994
KFC November 1991 - April 1992
Eagle Point Software January 1990 - November 1991
Skills
Operations Management, Project Management, Direct Marketing, Marketing, Books, Sales, Publications, Licensing, Customer Service, Budgets, Editing, Online Publishing, Publishing, Editorial, Content Development, Copy Editing
Education
Clarke University 1987 — 1991
BS, English and Business
Prudential Financial November 2010 - Present
Prudential Financial 2004 - October 2010
CIGNA Retirement & Investment Services 1994 - 2004
Skills
Client Management, Plant Design, Administrative Oversight, Plan Transition, Investment Oversight, Retirement Planning, Investments, Relationship Management, Oversight, Fixed Annuities, 401k, Series 63, Defined Contribution, Mutual Funds, Securities, CRM, Retirement, Financial Services, Investment Management, Insurance, Management
Education
University of Connecticut 1981 — 1985
Workforce Alliance l CTWorks September 2005 - Present
Keefe Center - Town of Hamden 2004 - 2005
MY SPORT! Collectibles, LLC 2003 - 2004
G-Log 1999 - 2001
CIGNA Retirement & Investment Services 1997 - 1999
Weseley Software Development Corp. 1995 - 1997
Skills
Workforce Development, Training, Human Resources, Employee Training, Recruiting, Employee Benefits, Employee Relations, Coaching, Organizational..., Performance Management, Leadership Development, Sales, HRIS, Strategic Planning, Management, Talent Management, Leadership, Talent Acquisition, Workforce Planning, Resume Writing, Career Development, Time Management, Career Counseling, Temporary Placement, Hiring, Team Building, Job Coaching, Conflict Resolution, Policy, Interviews, Program Development, Networking, Workshop Facilitation, Succession Planning, Nonprofits, Community Outreach, Public Speaking, Onboarding, Organizational..., Staff Development, Program Management, Employee Engagement, Job Search Strategies, Benefits Administration, College Recruiting, Mock Interviews, Staffing Services, Interview Preparation, Job Search, Job Fairs
Education
Fairfield University
B.A., Sociology
Oratory Prep
Oratory Prep
Oratory Prep
University of New Haven
M.A., Industrial Relations
Quinnipiac Valley Community Federal Credit Union March 2015 - Present
Total Benefits Communication February 2015 - August 2015
Prudential Retirement June 2012 - April 2013
The Hartford May 2011 - December 2011
UTC Fire & Security September 2010 - March 2011
Prudential Retirement January 2009 - December 2009
Prudential April 2004 - December 2008
Prudential Retirement December 2001 - April 2004
CIGNA Retirement & Investment Services May 2000 - December 2001
CIGNA January 1998 - January 1999
Skills
Operations Management, Change Management, Project Implementation, Employee Relations, Access, Negotiation, PowerPoint, Word, Microsoft Word, Project Management, Management, CRM, Employee Benefits, Outsourcing, Team Building, Human Resources, Process Improvement, MS Project, Personnel Management, Banking, Requirements Gathering, HRIS, Deferred Compensation, Vendor Management, 401k, Leadership, Business Process, Mergers & Acquisitions, Quality Assurance, Onboarding, Call Centers, Finance, Retirement, Mutual Funds, PMO, Business Process..., Defined Benefit, Financial Services, Performance Management, Retirement Planning, Visio, Strategic Planning, Employee Engagement, Relationship Management, Team Leadership, Training, Insurance, Investments, Risk Management, Budgets
Education
Southern Connecticut State University 1969 — 1973
BS, Education
Prudential Retirement 2012 - Present
Prudential Retirement 2004 - 2010
CIGNA Retirement & Investment Services 1985 - 2004
The Travelers Companies 1976 - 1985
Colt Industries, Firearms Division 1975 - 1976
Skills
Relationship Management, Financial Services, 401k, Series 6, Series 7, Series 63, Pensions, Defined Benefit, Retirement, Qualified Retirement..., Retirement Plan..., Defined Contribution
Education
University of Connecticut
BS, Accounting
University of Hartford
MBA
University of Hartford
Graduate Certificate, Finance
Cigna April 2015 - Present
Neopost USA Inc. March 2010 - September 2014
Pitney Bowes June 2001 - March 2010
BrandDirect Marketing May 2000 - May 2001
CIGNA Retirement & Investment Services February 1997 - April 1999
Skills
Government Accounts, Contract Management, Operations Management, Project Management, Account Management, Strategy, Negotiation, B2B, National Accounts, Vendor Management, Direct Marketing, Marketing Management, Customer Retention, Competitive Analysis, Forecasting, Team Leadership, Cross-functional Team..., Trade Shows, Segmentation, Channel Partners, Customer Acquisition, Strategic Planning, Sales Operations, Team Building, Business Development, Partnerships, Marketing, Customer Satisfaction, Sales Process, Customer Service, Management, Major Accounts
Education
Albertus Magnus College 2001 — 2004
MBA, Management
Marywood University 1991 — 1996
B.S., International Business
Prudential Retirement February 2006 - Present
CIGNA Retirement & Investment Services/Prudential May 2001 - March 2005
CIGNA Retirement & Investment Services October 1998 - May 2001
CIGNA Retirement & Investment Services January 1996 - October 1998
CIGNA Retirement & Investment Services April 1991 - January 1996
Skills
Visio, Access, Excel, Data Analysis, SharePoint, Process Improvement, Databases, Testing, Product Development, Microsoft SQL Server, Business Requirements, Project Management, Business Analysis, Software Documentation, Risk Management, Management, Analysis, Customer Service, SDLC, Insurance, Lotus Notes, PowerPoint, Training, Microsoft Excel, Business Process, CRM, Requirements Analysis, Requirements Gathering, User Acceptance Testing, Business Process..., Vendor Management, Quality Assurance
Education
Eastern Connecticut State University 1985 — 1989
Bachelor's, Business Management
Montville High Scool 1981 — 1985
Joe Koniar Consulting March 2011 - December 2013
The Walt Disney Company - ESPN September 2006 - November 2009
The Walt Disney Company - ESPN July 2003 - August 2006
The Walt Disney Company August 2000 - July 2003
The Walt Disney Company March 1998 - August 2000
CIGNA - Retirement & Investment Services April 1984 - February 1998
Skills
IT Management, Software Project..., Program Management, Operations Management, Strategic Planning, IT Strategy, Business Strategy, Process Engineering, Process Improvement, Business Planning, Full SDLC, PMI, PMBOK, Mentoring, Building Relationships, Coaching, Group Presentations, Communication Skills, Positive Can-do Attitude, Problem Solving, Positive Team Player, Organizational..., Organizational..., Organizational Design, Management Consulting, Consulting, Strategic Consulting, Process Consulting, Business Analysis, Project Portfolio..., Training, Change Management, Strategy, Project Planning, Vendor Management, SAP, Project Management, Business Intelligence, Adaptability, Superior Work Ethic, Customer Oriented, Budgets, Outsourcing, Management, Leadership, Information Technology
Education
University of Connecticut 1977 — 1981
Bachelor's Degree, Business Administration and Management, General
Morgan Stanley June 2009 - Present
Smith Barney February 1999 - June 2009
CIGNA Retirement & Investment Services May 1988 - June 1997
Education
Colorado State University
Bachelor of Science (B.S.), Business/Marketing
University of Colorado at Boulder - Leeds School of Business
Master of Business Administration (MBA), Finance, General
Aetna December 2012 - Present
SpongeHead Productions September 2007 - Present
Prudential Financial March 2005 - June 2011
CIGNA Retirement & Investment Services 1990 - 2005
Skills
Illustration, Illustrator, Layout, Graphic Design, Production, cartooning, caricature, artist, Caricatures, Cartoons, Brochures, InDesign, Flyers, Graphics, Creative Direction, Logo Design, Photoshop, Art Direction, Mac, Publishing, Advertising, Image Manipulation, Newsletters, Corporate Identity, Website Development, Adobe Creative Suite, Posters, Art, Editorial, Character Animation, Digital Illustration, Drawing, Vector Illustration, Web Design, Concept Development, QuarkXPress, Multimedia, Magazines, Animation, Image Editing, Marketing, Typography, Direct Mail, Painting
Education
Southern Connecticut State University 1980 — 1984
BS, Graphic Design
St Thomas Aquinas High School 1976 — 1980
Prudential Financial September 2004 - Present
CIGNA Retirement & Investement Services October 1999 - September 2004
CIGNA Retirement & Investment Services June 1995 - October 1999
CIGNA Retirement & Investment Services January 1989 - June 1995
Skills
Pensions, Defined Benefit, Defined Contribution, Customer Relations, Data Analysis, Problem Solving, Excel, Word, Retirement, Payroll, 401k, Microsoft Excel, Microsoft Word, Customer Service, Relationship Management
Education
Central Connecticut State University
Bachelor's of Science, Business Management
Kapiolani Community College
Associate of Arts, Liberal Arts
Lombardia Capital Partners July 2014 - Present
Morningstar February 2008 - July 2014
Hewitt Associates November 2006 - January 2008
Hewitt Associates September 2004 - July 2006
CIGNA Retirement & Investment Services June 2002 - April 2004
Bank of America 2000 - 2000
Bank of America 2000 - 2000
WFAE 90.7fm June 1999 - August 1999
Skills
Valuation, Primary Research, Financial Modeling, Equity Valuation, Investments, Cash Flow Forecasting, Equity Research, Equities, Portfolio Management, Financial Analysis, Business Valuation, Corporate Finance, Strategy, Competitive Analysis, Morningstar Direct, DCF, Finance
Education
The University of Chicago - Booth School of Business 2005 — 2008
Masters, Accounting and Strategic Management
Florida State University 1999 — 2002
BS, Actuarial Science & Statistics
Dowd Realty Group, Inc. ModeratorFirst Church of Christ Congregational SuffieldJanuary 2012 - Present
Dowd Realty Group, Inc. May 2003 - Present
CIGNA Retirement & Investment Services June 1986 - May 2003
Skills
Management, Marketing Communications, Relocation, Selling, Small Business, Employee Benefits, Insurance, Investment Properties, Real Estate, Short Sales, Sellers, Team Building, Negotiation, Investments, Contract Negotiation, Foreclosures, Customer Service, Investors, Real Estate Transactions, Strategic Planning, Single Family Homes, Referrals, REO, First Time Home Buyers, Leadership, Residential Homes, Marketing, ABR, New Homes, Property Management, Buyers, Real Property, Townhomes, HUD, New Home Sales, Buyer Representation, Listings
Education
The University of Connecticut School of Business 1984 — 1986
MBA, Marketing and Management
Leading as Love March 2011 - Present
The Graduate Institute 2007 - Present
Nebelung Associates, LLC 2003 - Present
BLUE OWL September 2010 - February 2011
CIGNA Retirement & Investment Services 2002 - 2003
Self-employed 2001 - 2002
Aetna Customer Service 1998 - 1999
Aetna, Inc. 1991 - 1997
LIMRA 1980 - 1989
Skills
Change Management, Organizational..., Transformational..., Leadership Development, Organizational..., Thought Leadership, Executive Coaching, Executive Development, Leadership Midwife, Leadership Commentary, Leadership Advisor, Leadership Strategist, Change Leadership, Leadership, 360 Feedback, Coaching, Performance Management, Executive Management, Employee Engagement, Organizational Design, Program Management, Nonprofits, Public Speaking, Career Development, Workforce Planning, Consulting, Organizational Learning, Management Consulting, Business Development, Business Planning, Workshop Facilitation, Management Development, Emotional Intelligence, Talent Management, Strategy, MBTI, Succession Planning, Personal Development, Culture Change, Strategic Thinking
Education
Professional School of Psychology 2003 — 2004
Certification, Executive Coaching
Emmanuel College
BS, Psychology
University of Hartford
MA, Psychology
Creative Planning Inc. March 2008 - Present
CIGNA Retirement & Investment Services July 1995 - November 2002
Skills
Wealth Management, 401k, Series 63, Business Strategy, Mutual Funds, Financial Planning, Financial Planners, Retirement Planning, Strategic Financial..., Investment Management, Pensions, Series 7, Retirement, Investment Advisory
Education
University of Northern Iowa 1987 — 1991
BA, Marketing & Finance
McGraw-Hill Higher Education January 2013 - Present
McGraw-Hill Higher Education December 2006 - January 2013
McGraw-Hill Higher Education December 2003 - December 2006
CIGNA Retirement & Investment Services May 2002 - December 2003
Skills
Direct Sales, Editorial Development, Inside Sales, Salesforce.com, Budgets, Customer Service, PowerPoint, Negotiation, Microsoft Office, Microsoft Word, Consulting, Microsoft Excel, Outside Sales, Sales, Market Research, Sales Presentations, Editorial, Social Media Marketing, Social Media, Sales Operations, Selling, Social Networking, Editing, CRM, Training, Management, Cold Calling, Content Management, New Business Development, Marketing Communications, Books, Online Publishing, Content Development, Publications, Academic Publishing, Account Management, Publishing, Marketing, Sales Process, Textbooks, Email Marketing, Ebooks
Education
Loras College 1998 — 2002
B.A
Highland Community College 1998 — 2000
Associates Degree
The Hagerty Group, LLC December 2005 - Present
Competing Values, LLC June 2004 - Present
ULLICO February 2010 - December 2012
CUNA Mutual Group 2002 - 2005
University of Michigan Ross School of Business October 2002 - May 2004
CIGNA Retirement & Investment Services April 2000 - June 2002
CIGNA Investment Management January 1998 - April 2000
CIGNA Individual Insurance February 1995 - January 1998
CIGNA Reinsurance - Property & Casualty April 1994 - February 1995
NAC Re Corporation November 1985 - April 1994
Skills
Management, Strategic Planning, Change Management, Life Insurance, Financial Analysis, Leadership, Data Analysis, Business Strategy, Restructuring, Employee Benefits, Financial Services, Insurance, Strategy, Financial Modeling, Risk Management, Marketing Strategy, Project Management, Consulting, Analytics, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 1968 — 1971
MBA, Business
University of Michigan - Stephen M. Ross School of Business 1966 — 1968
BBA, Business, Economics
Northwestern Michigan College 1964 — 1966
Assoc. of Arts, Liberal Arts
Voya Financial January 2015 - Present
Voya Financial September 2014 - December 2014
ING US August 2011 - August 2014
ING March 2008 - August 2011
CIGNA Retirement & Investment Services 1997 - 2001
CIGNA Retirement & Investment Services 1995 - 1997
Skills
Series 6, Series 63
Education
Fordham University 1990 — 1994
Farmington High School 1986 — 1990
Marketing
Travelers August 2013 - Present
Connecticut SHRM State Council January 2013 - December 2014
Boehringer Ingelheim January 2011 - August 2013
Prudential Retirement , A Prudential Financial Business December 2006 - December 2010
Prudential Retirement , A Prudential Financial Business October 2003 - December 2006
CIGNA Retirement & Investment Services January 2000 - October 2003
Aetna Financial Services, Inc January 1998 - January 2000
Merrill Lynch 1995 - 1998
Community Health Care Plan 1987 - 1995
Skills
Talent Management, Leadership Development, Customer Relations, Pensions, Talent Acquisition, Diversity Strategy, Diversity, Cultural Diversity, Culture Change, Cultural Transformation, Diversity Training, Relationship Cultivation, Relationship Development, Business Relationship..., Inter-personal, Customer Service, Career Development, Recruiting, Leadership, Training, Coaching, Diversity & Inclusion, Management, Workshop Facilitation, Succession Planning, Vendor Relationships, Human Resources, Process Improvement, Vendor Management, Workforce Planning, Policy, Conflict Resolution, Staff Development, Onboarding, Organizational..., Employee Relations, Organizational..., CRM, Performance Management, Strategic Planning, College Recruiting, Employee Benefits, Employee Engagement, Organizational Design, Applicant Tracking..., Employee Training, Executive Coaching, Interviews, HRIS
Education
Cornell University 2012 — 2012
Certificate in Diversity Management
Albertus Magnus College
BS, Business Management with Honors
University of New Haven
MBA, Business Administration
University of New Haven
Graduate Certificate, HR Management
Voya Financial August 2015 - Present
Industry Consultant - Investment Management Technology Solutions April 2013 - July 2015
SS&C Technologies March 2008 - April 2013
SS&C Technologies January 2004 - March 2008
SS&C Technologies January 2001 - January 2004
SS&C Technologies May 1998 - January 2001
SS&C Technologies May 1996 - May 1998
CIGNA Retirement & Investment Services June 1992 - May 1996
Skills
Client Relationship..., Client Service, Sales Management, Product Management, Product Development, Financial Software, 401k, Pensions, Investments, MS Office Suite, Crystal Reports, Report Writing, Mutual Funds, Contract Negotiation, Strategic Consulting, Sales Presentations, Professional Services, Financial Services, CRM, Series 6, Personal Finance, Technical Product..., Strategic Sales, Sales & Marketing..., Project Management, Leadership, Business Analysis, Vendor Relationships, Written & Oral..., Strategic Planning, Management, Business Development, Account Management, SaaS, Strategy
Education
East Carolina University - College of Business
BSBA, Management
Empower Retirement September 2014 - Present
J.P. Morgan June 2013 - September 2014
Prudential Financial February 2009 - June 2013
Prudential Financial February 2004 - February 2009
CIGNA Retirement & Investment Services October 1997 - February 2004
CIGNA Retirement & Investment Services October 1997 - February 2004
CIGNA Retirement & Investment Services October 1997 - February 2004
CIGNA Retirement & Investment Services October 1997 - February 2004
Skills
Retirement, Series 6, Defined Contribution, Relationship Management, 401k, Operations Management, FINRA Supervisory..., Strategy, Employee Benefits, Financial Services, Process Improvement, CRM, Leadership, Management, Project Management
Education
University of Phoenix 2007 — 2010
Bachelor's Degree, Business Management
Northeast Iowa Community College 1994 — 1996
Associate's Degree, Marketing/Marketing Management, General
Voya Financial February 2015 - Present
Voya Financial April 2014 - February 2015
ING U.S. July 2011 - April 2014
ING February 2008 - January 2012
The Hartford 2004 - 2008
CIGNA Retirement & Investment Services 2000 - 2004
Skills
Creative Direction, Interactive Marketing, Marketing Strategy, Marketing Communications, Marketing, CRM, Strategic Communications, Business Development, Management, Press Releases, Strategic Planning, Sales, Editing, Public Relations, Leadership
Education
Loras College 1996 — 2000
Bachelor of Arts (B.A.), Marketing and Communications
LIMRA January 2015 - Present
The Travelers 2006 - 2014
Marketing Leverage 2003 - 2006
CIGNA Retirement & Investment Services 2001 - 2003
The Hartford 1994 - 2000
Life Insurance Market Research Association 1990 - 1994
Skills
Competitive Intelligence, Market Research, Product Development, Customer Satisfaction, Predictive Modeling, Consulting, Analytics, SAS, Actuarial Science, Underwriting, Insurance, Data Analysis, Predictive Analytics, Business Intelligence, Business Analysis, Claim, Segmentation, Vendor Management, Statistical Modeling, Risk Management, Leadership, Data Mining, Data Warehousing, Management, Analysis, Program Management, Business Development, Statistics, Property & Casualty..., Financial Services, Process Improvement
Education
University of Massachusetts, Amherst
Master's Degree, Resource Economics
University of Massachusetts, Amherst
Bachelor's Degree, Double Major: Economics & Resource Economics
Voya Financial February 2013 - Present
The Hartford July 2011 - July 2012
Fusion Advisory Partners, Inc. September 2009 - September 2010
Hartford Investment Management May 2004 - March 2009
CIGNA Retirement & Investment Services April 1999 - April 2004
CIGNA Investment Management April 1994 - April 1999
CIGNA Individual Insurance April 1993 - April 1994
CIGNA Investment Management May 1990 - April 1993
Price Waterhouse August 1981 - May 1990
Education
Bentley University 1977 — 1981
BS, Accountancy
Conard High School
Frenkel Benefits LLC October 2006 - Present
The NIA Group January 2003 - September 2006
CIGNA Retirement & Investment Services July 1993 - December 2002
Skills
Retirement, Employee Benefits, Retirement Planning, 401k, Financial Services, Defined Benefit, Mutual Funds, Customer Service, Securities, Series 63, ERISA, Series 6, FINRA, Microsoft Excel, Series 7, Pensions, Process Improvement, Leadership, Series 65
Education
Providence College 1981 — 1985
BA, Humanities
St. Thomas Aquinas/Bishop Ahr High School 1977 — 1981
Ascensus April 2014 - Present
Fidelity Investments 2008 - 2011
PNC Bank 1995 - 2008
CIGNA Retirement & Investment Services 1989 - 1995
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Wealth Management, Plan document analysis, Risk Management, Investments, Strategy, Financial Services, Asset Management, New Business Development, Asset Managment, Credit, Relationship Management, Pensions, Finance, Insurance, ERISA, Defined Benefit, Banking, Defined Contribution
Education
University of Delaware
B.A, English Language and Literature, General
University of Delaware
Cigna HealthCare August 2013 - Present
Cigna Reinsurance October 2007 - August 2013
Cigna HealthCare July 2005 - September 2007
Cigna Retirement & Investment Services August 2003 - June 2005
Cigna Retirement & Investment Services July 2001 - July 2003
Cigna HealthCare May 2000 - August 2000
Hewitt Associates May 1999 - August 1999
Education
The University of Connecticut School of Business 2009 — 2013
Master of Business Administration (M.B.A.), Venture Consulting & Strategy, 4.0 / 4.0
University of Iowa 1997 — 2001
Bachelor of Science (B.S.), Mathematics & Actuarial Science, 4.0 / 4.0
John Hancock Financial Services 2013 - Present
Intercontinental Real Estate Corporation 2010 - 2013
Macquarie Capital (USA) 2009 - 2010
Prudential Financial 2004 - 2008
CIGNA Retirement & Investment Services 1998 - 2004
Putnam Investments 1995 - 1998
Skills
Taft-Hartley Plan Sales, Public Fund Sales, Consultant Relations, Pension Funds, Stable Value Funds, Defined Contribution..., Real Estate Private..., Infrastructure Private..., Agriculture Private..., 401(k) Plan Sales, 457 Plan Sales, Client Relationship..., Defined Contribution, Mutual Funds, Taft-Hartley, Investments, Equities, Alternative Investments, Asset Management, CRM, Private Equity, Hedge Funds, Retirement Planning, Investment Management, Fund Of Funds, Institutional..., Series 63, Retirement, Relationship Management, Portfolio Management, Investment Strategies, Client Services, 401k, Securities, Series 6, Asset Allocation, Financial Services, Investment Advisory
Education
St. Lawrence University 1991 — 1994
BA, Economics
Hofstra University 1990 — 1991
Accounting
Cheshire High School 1986 — 1990
Prudential Financial April 2004 - Present
CIGNA January 2003 - April 2004
CIGNA Retirement & Investment Services May 1985 - December 2002
CIGNA May 1983 - May 1985
Connecticut General Life Insurance Company June 1980 - May 1983
Skills
Employee Benefits, Investments, ERISA, Employee Training, Management, Pensions, Defined Benefit, Insurance, Retirement Planning, Retirement, Financial Services, 401k
Education
Middlebury College 1976 — 1980
BA, Economics
Cigna 2005 - Present
Cigna IT 2002 - 2005
Cigna Retirement & Investment Services 1999 - 2002
Cigna Reinsurance 1997 - 1999
MassMutual Financial Group 1986 - 1997
Skills
Corporate Communications, Public Relations, Executive Communications, Product Launch, Issues Management, Crisis Communications, Internal Communications, Strategic Communications, Media Relations, Press Releases, Marketing Communications, Social Media, Blogging, Copywriting, Writing, Editing, Healthcare, Brand Development, Journalism, Crisis Management, Change Management, Problem Solving
Education
University of Massachusetts, Amherst 1976 — 1980
BA, Communications
Cigna January 2005 - Present
Cigna 1998 - 2004
Cigna Retirement 1995 - 1999
CIGNA Retirement & Investment Services 1995 - 1998
Unisys 1973 - 1995
Skills
IT Strategy, Project Portfolio..., Consulting, Healthcare, Strategic Planning, Enterprise Architecture, SDLC, Vendor Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA
Queens College
BA
Travelers September 2000 - Present
Advantage Staffing April 1997 - February 2000
CIGNA Retirement & Investment Services April 1987 - March 1997
Skills
Insurance, Property & Casualty..., Underwriting
Education
Central Connecticut State University
BS, Finance
The Hartford July 2013 - Present
MassMutual Financial Group January 2013 - July 2013
The Hartford May 2011 - December 2012
Travelers December 2008 - May 2011
Lincoln Financial Group December 2007 - December 2008
CIGNA Healthcare January 2006 - December 2007
CIGNA Healthcare January 2003 - December 2005
CIGNA Retirement & Investment Services April 2001 - December 2002
CIGNA Retirement & Investment Services January 2000 - April 2001
Skills
Series 6, Strategy, Program Management, Cross-functional Team..., Process Improvement, Outsourcing, Insurance, BPO, Business Process..., Management, Operations Management, Series 6, 26, 99 FINRA..., Leadership, Financial Services, CRM, Employee Benefits, Analytics, Call Centers, Project Management, Business Planning, Strategic Planning, Relationship Management, Finance, Forecasting, Account Management, Business Strategy, Investments
Education
Eastern Connecticut State University 1986 — 1989
BS, Finance, Economics
PricewaterhouseCoopers July 2006 - Present
PwC 2001 - Present
CIGNA 1983 - 2001
CIGNA Retirement & Investment Services 1998 - 2000
CIGNA 1997 - 2000
Skills
Retirement, Investments, Actuarial Science, Enterprise Risk..., Solvency II, Reinsurance, Insurance, Risk Management, ALM, Financial Risk, Economic Capital, Financial Modeling, Financial Reporting, IFRS, Valuation, Financial Analysis, Defined Benefit, US GAAP, Auditing, Due Diligence
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Insurance
Rice University 1978 — 1981
BA, Mathematics
BCG Securities, Inc. 2003 - Present
Pan-American Retirement & Investment Services August 1997 - March 2003
CIGNA Retirement & Investment Services 1985 - 1997
Skills
Investments, ERISA, Retirement Planning, 401k, Retirement, Pensions, Wealth Management, Financial Services, Investment Strategies, Employee Benefits, Mutual Funds, Defined Benefit, Asset Management, FINRA, Securities, Strategic Financial..., Insurance, Estate Planning, Series 63, Deferred Compensation, Fixed Annuities, Retirement Plan..., Series 7, Alternative Investments, Investment Advisory, IRAs, Pension Administration, Financial Advisory, Profit Sharing, Succession Planning, Qualified Retirement..., Relationship Management, Asset Allocation, Wealth Management..., Risk Management, Defined Contribution, Business Planning, Investment Management, 401k Rollovers, Term Life Insurance, ETFs, Retirement Savings, Human Resources, Long-term Care, Fiduciary, Life Insurance, Series 6, Financial Planners, Benefits Administration, Financial Planning
Education
California State University-Northridge
graduate studies, Special Education and Teaching
University of Connecticut
Bachelor of Science, Special Education
Chemtura Corporation June 2012 - Present
Stanley Black & Decker , Inc. December 2011 - June 2012
Chemtura Corp January 2007 - May 2011
Webster Bank June 2005 - September 2006
Magellan Behavioral Health February 2005 - May 2005
Hartford Insurance Group January 2003 - December 2004
Barnes Group Inc. January 2001 - December 2002
CIGNA Retirement & Investment Services January 1989 - June 2000
Skills
Financial Reporting, Financial Analysis, Forecasting, Analysis, Finance, Internal Controls, Strategy
Education
Pierce College- Athens Greece
Regis College
Bachelor of Arts
University of Hartford MBA
Master, Business Administration
MullinTBG, A Prudential Financial company 2013 - Present
DST Retirement Solutions 2011 - 2012
Prudential Financial 2004 - 2010
CIGNA Retirement & Investment Services 2000 - 2004
Fleet Bank January 1998 - December 1999
Skills
CRM, Retirement, Defined Benefit, Financial Services, Cross-functional Team..., 401k, Vendor Management, Relationship Management, Management, Defined Contribution, Fixed Annuities, Mergers & Acquisitions, Series 6, Asset Allocation, ERISA, Mutual Funds
Education
Rensselaer Polytechnic Institute at Hartford
Master of Science (MS), Management
Providence College
Bachelor's degree, Political Science and Humanities
Institute for Paralegal Training
Cetificate, Employee Benefits
Prudential Financial April 2007 - Present
Prudential Financial April 2005 - April 2007
CIGNA Retirement & Investment Services March 2003 - April 2005
Adminstrative Management Group January 2000 - April 2002
WealthSense 2002 - 2002
Dreyfus Retirement Services December 1996 - October 1998
Skills
401k, Retirement, Mutual Funds, Series 63, Series 6
Education
Rutgers University-New Brunswick 1985 — 1989
BA, English, Economics, French
CIGNA April 2007 - Present
Phoenix Life Insurance Company 2006 - 2007
The Phoenix Companies 2005 - 2007
MassMutual Trust Company April 2003 - October 2005
CIGNA Retirement & Investment Services 1994 - 2000
Skills
401k, Account Management, Advertising, B2B, Copywriting, Corporate Communications, Cross-functional Team..., Disability Insurance, Email Marketing, Employee Benefits, Event Management, Event Planning, Financial Services, Fixed Annuities, Health Insurance, Healthcare, Insurance, Integrated Marketing, Internal Communications, Leadership, Life Insurance, Long-term Care, Managed Care, Management, Marketing, Marketing Communications, Marketing Strategy, Medicare, Mutual Funds, New Business Development, Process Improvement, Product Marketing, Project Management, Project Planning, Public Relations, Retirement, Sales, Salesforce.com, Segmentation, Series 6, Series 63, Social Media Marketing, Strategic Communications, Strategic Planning, Strategy, Team Building, Vendor Management
Education
Fitchburg State University 1981 — 1985
BS, Communications
Prudential Financial July 2011 - Present
Prudential Retirement May 2006 - July 2011
CIGNA Retirement & Investment Services May 2002 - April 2004
Skills
Marketing Communications, Project Management, Capacity Planning, Coaching, Visionary, Eye for Details, Continuous Improvement, Business Process..., Qualified Retirement..., Retirement Planning, Communication Skills, Written & Oral...
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2008
MBA, Business
Seton Hall University 1997 — 2001
BA, Psychology
Cigna March 2013 - Present
CIGNA 2007 - March 2013
CIGNA Healthcare 2005 - 2007
CIGNA Healthcare 2001 - 2005
CIGNA Retirement & Investment Services 1985 - 2000
Skills
Insurance, Process Improvement, Health Insurance, Management, Employee Benefits, Strategic Planning, Managed Care, Healthcare, Leadership
Education
Northern Illinois University 1979 — 1983
Bachelor's degree, Elementary Education
Northern Illinois University 1979 — 1983
Bachelor's degree, Elementary Education and Teaching
UBS Financial Services, Inc. July 2008 - Present
UBS Global Financial Servies 2008 - 2009
Citigroup Global Markets Inc 2000 - 2008
Citibank, N.A. 1996 - 1998
Cigna Retirement & Investment Services 1993 - 1996
Education
Norwich University 1988 — 1992
Xavier High School 1984 — 1988
XL Capital IT Security SpecialistXL Global ServicesAugust 2010 - Present
XL Global Services 2006 - Present
Travelers Insurance March 2003 - October 2006
Cigna Retirement & Investment Services 2001 - 2003
Education
University of Connecticut
U.S. Trust - Bank of America Private Wealth Management November 2012 - Present
CIGNA April 2009 - November 2012
CIGNA June 2007 - March 2009
CIGNA June 2005 - May 2007
CIGNA Retirement & Investment Services November 2002 - May 2005
Pension Fund Evaluations, Inc. April 1998 - October 2002
United States Marine Corps 1987 - 1998
Skills
Investments, Portfolio Management, Risk Management, Asset Allocation, Private Placements, Due Diligence, Asset Management, Credit Analysis, Business Relationship..., Leadership Development, Investment Strategies, Financial Planning, Banking, Bonds, Securities, Strategy, Fixed Income, Leadership, Management
Education
University of California, San Diego 1989 — 1993
B.A., Political Science
Wells Fargo Bank October 2005 - Present
Wells Fargo Bank August 2000 - October 2005
Cigna Retirement & Investment Services November 1997 - August 2000
E.D. & F. Man International January 1996 - November 1997
Thomson McKinnon Securities/Prudential Securities July 1988 - January 1996
Skills
Asset Allocation, Portfolios, Portfolio Management, Wealth Management, Investment Strategies, Equities, Asset Management, Investments, Bonds, Mutual Funds, Investment Advisory, Wealth, Derivatives, Currency, Retirement, Securities, Annuities, Investment Management, Retirement Planning, Relationship Management
Education
Northwestern University - Kellogg School of Management 1999 — 2002
Master of Business Administration (MBA), Finance, Strategy, 3.8
Northwestern University 1984 — 1988
Bachelor of Arts (B.A.), Economics, 3.4
Prudential Financial April 2004 - Present
CIGNA Retirement & Investment Services May 1999 - March 2004
CIGNA Retirement & Investment Services November 1997 - April 1999
CIGNA Retirement & Investment Services October 1993 - October 1997
CIGNA Retirement & Investment Services June 1990 - October 1993
Skills
Business Analysis, Project Management, Requirements Analysis, Strategy, Management, Process Improvement, Training, Software Documentation, Business Requirements, Requirements Gathering, Employee Benefits, Leadership, Project Planning, Outsourcing, Business Process..., SDLC, Vendor Management, PMP, Project Portfolio..., Visio, Risk Management, Business Process, IT Strategy, Analysis
Education
Bryant University 1986 — 1990
Bachelor of Science (B.S.), Finance
Richmond, The American International University in London 1988 — 1988
Liberal Arts
Travelers Insurance 2007 - Present
Lincoln Financial Group February 2002 - August 2006
CIGNA August 1995 - February 2002
CIGNA Retirement & Investment Services 2000 - 2002
CIGNA Healthcare 1995 - 1998
St. Mary's Regional Medical Center July 1993 - August 1995
Hamilton Sundstrand June 1991 - July 1993
Education
University of Connecticut 1995 — 2000
MBA, Healthcare Administration
University of Maine 1987 — 1991
Bachelor of Science, Business Administration
MassMutual Financial Group June 2015 - Present
Prudential Retirement 1995 - Present
CIGNA Retirement & Investment Services 1995 - 2004
Liberty Bank January 1994 - July 1995
Skills
Retirement Planning, Defined Benefit, Defined Contribution, Mutual Funds, Series 63, Series 7, Sales, Investments, 401k, Employee Benefits, Life Insurance, Asset Allocation, Financial Advisory, Series 6
Education
Central Connecticut State University 1988 — 1993
BA, Political Science
East Hartford High School
MassMutual January 1997 - Present
CIGNA Retirement & Investment Services February 1994 - January 1997
Skills
Mutual Funds, Retirement, Investments, 401k, Retirement Planning, Insurance, Employee Benefits
Education
Central Connecticut State University 1989 — 1993
BS, Finance
Transamerica Retirement Solutions September 2008 - Present
New York University 2006 - 2008
Mellon HR Solutions 2000 - 2006
CIGNA Retirement & Investment Services 1997 - 2000
Skills
Employee Benefits, Defined Benefit, Management, Retirement, Financial Services, Internal Communications, Mutual Funds, Investments
Education
Northwestern University
BS, Organizational Behavior
University of Connecticut July 2014 - Present
University of Connecticut November 2011 - Present
CATIC Exchange Solutions, Inc. August 2009 - October 2011
CATIC Exchange Solutions, Inc. January 2006 - August 2009
Prudential Retirement July 2003 - October 2004
CIGNA Retirement & Investment Services May 1998 - July 2003
CIGNA Healthcare September 1996 - May 1998
CIGNA Investment Management August 1995 - September 1996
Coopers & Lybrand September 1991 - August 1995
Coordination Technology, Inc. September 1989 - May 1991
Education
University of Hartford 1996 — 1999
MBA
Fairfield University 1987 — 1991
B.S.
Meeder Investment Management May 2014 - Present
JPMorgan Chase July 2005 - December 2013
Bank One July 1996 - May 2005
CIGNA Retirement & Investment Services February 1995 - July 1996
Skills
Banking, Customer Service, Microsoft Excel, Finance, Financial Analysis, Financial Services, Retirement, Fixed Income, Investments, Loans, Credit, Retirement Planning, Mutual Funds
Education
Aurora University 1990 — 1994
B.A., Business Administration
Prudential Financial 2004 - Present
CIGNA Retirement & Investment Services October 2001 - April 2004
CIGNA Healthcare April 2000 - October 2001
United Healthcare June 1998 - April 2000
Pratt & Whitney January 1997 - June 1998
Education
Central Connecticut State University 2003 — 2006
Master of Science, Computer Information Technology (MIS)
Central Connecticut State University 1994 — 1999
Bachelor of Science, Management Information Systems
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
Calamos Investments September 2015 - Present
Calamos Investments April 2013 - Present
Calamos Investments September 2010 - March 2013
Calamos Investments March 2007 - September 2010
Strong Capital Management 2000 - 2003
CIGNA Retirement & Investment Services May 1994 - January 2000
Manulife Financial 1987 - 1994
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, 401k, Hedge Funds, Institutional, Separately Managed..., Investment Strategies, Asset Management, ETFs, Investment Advisory, Wealth Management, Asset Allocation, Product Development, Financial Services, Investments, Insurance, Morningstar Direct, Retirement Planning, Defined Contribution, Investment Management, FINRA, Fixed Income, Securities, Equities
Education
Syracuse University 1983 — 1987
B.A., Economics
Syracuse University - Maxwell School 1983 — 1987
Bachelor's degree, Economics
MacElree Harvey, Ltd. November 2012 - Present
Creative Financial Group 2009 - May 2012
SEI Investments 2000 - 2009
CIGNA Retirement & Investment Services 1996 - 2000
Dreyfus November 1990 - November 1996
MetLife November 1988 - November 1990
Skills
Paralegal Studies, 401k, Asset Allocation, Client Services, Presentation Development, Group Presentations, Financial Services, Retirement Solutions, Relationship Management, Investments, Estate Administration
Education
Villanova University 2012 — 2012
Paralegal Certificate
State University of New York College at Geneseo 1984 — 1988
BA
International Bar Code Systems, Inc. (IBC) February 2009 - Present
Miranda Creative September 2008 - February 2009
CBIA September 1999 - July 2000
CIGNA Retirement & Investment Services June 1990 - September 1999
Skills
Microsoft Office, Excel, Customer Service, Event Planning, Microsoft Excel, Retirement Planning, Adobe Acrobat, Defined Contribution
Education
Gemological Institute of America 2013 — 2015
AJP, GG, Gemology, Straight As so far!
Albertus Magnus College 1986 — 1990
BA, Classical Langs./Lits., French, Philosophy
Prudential October 2012 - Present
at ING US September 2007 - October 2012
Prudential Financial April 2004 - April 2007
CIGNA Retirement & Investment Services 1991 - 2004
CIGNA Healthcare 1991 - 1995
Skills
Series 6, Series 26, Management, Insurance, Retirement, 401k, Financial Services, Risk Management, Process Improvement
Education
Salem International University 1983 — 1987
BA, Criminal Justice
Central Connecticut State University January 2010 - Present
MassMutual Financial Group January 2004 - April 2009
MassMutual Financial Group January 2004 - April 2009
TimesSquare Capital Management Inc July 2000 - January 2004
CIGNA Retirement & Investment Services July 2000 - January 2004
Hartford Financial Services Group April 1995 - July 2000
KPMG Peat Marwick January 1992 - January 1995
UTC - Pratt & Whitney January 1990 - January 1992
Skills
Management, Financial Reporting, Tax, Finance, Microsoft Excel, Analysis, Risk Management, Managerial Finance, Internal Controls, Auditing, Higher Education, Corporate Finance, Financial Analysis, Accounting, IFRS, Consolidation, Financial Modeling, Process Improvement, Enterprise Risk..., Internal Audit, Financial Accounting, Variance Analysis, Forecasting, Budgets, Banking, Portfolio Management, GAAP, Training, Cost Accounting, Strategy
Education
Nova Southeastern University 2007 — 2011
Doctoral of Business Administration, Accounting
University of Connecticut 1997 — 2000
M.B.A., Finance
Central Connecticut State University
B.S., Accounting
COMSYS/Hewlett Packard June 2010 - September 2010
Kaztronix July 2009 - November 2009
Northeast Utilities August 2008 - April 2009
System Dynamix 2008 - 2008
MassMutual Financial Group 2004 - 2008
Massachusetts Mutual Life Insurance Company (MMLISI) February 2004 - April 2004
United Health Care 1998 - 2002
CIGNA Retirement & Investment Services 1992 - 1998
Education
University of Connecticut 1984 — 1987
B.A., Communications
Bank of America Merrill Lynch November 2012 - Present
Fidelity Investments January 2007 - Present
DWS Scudder 1996 - 2007
CIGNA Retirement & Investment Services 1978 - 1995
Skills
Series 63, Investments, Series 7, Retirement, Securities, 401k, Mutual Funds
Education
Trinity College-Hartford 1974 — 1978
BA
Prudential Financial October 2013 - Present
Prudential Financial October 2011 - October 2013
Prudential Financial September 2010 - October 2011
Prudential Retirement May 2008 - September 2010
Prudential Retirement July 2006 - May 2008
CIGNA Retirement & Investment Services January 1997 - January 2007
CIGNA Retirement & Investment Services January 1996 - December 1996
CIGNA Retirement & Investment Services February 1993 - December 1995
Skills
Employee Benefits, Pensions, Client Retention, Asset Management, Mergers
Education
Fordham University - Graduate School of Business Administration 1995 — 1997
MBA, Finance
Providence College 1985 — 1989
B.A. Economics
Prudential Financial 2002 - 2010
CIGNA Retirement & Investment Services 1995 - 2002
CIGNA Retirement & Investment Services 1989 - 1995
Skills
Defined Benefit, Defined Contribution, Qualified Retirement..., 401k, Retirement, Mutual Funds, Retirement Planning, Relationship Management, Retirement Plan..., Investments, Life Insurance, ERISA, Pensions, Asset Allocation, Fixed Annuities
Education
Austin College 1985 — 1989
BA, Psychology/Business
State Farm April 2008 - June 2012
Winn-Dixie July 2007 - October 2007
CIGNA February 2000 - June 2007
CIGNA Retirement & Investment Services 1998 - 1999
CIGNA Retirement & Investment Services 1998 - 1999
CIGNA Retirement & Investment Services 1998 - 1998
BLUE CROSS & BLUE SHIELD OF CONNECTICUT 1993 - 1998
BLUE CROSS & BLUE SHIELD OF CONNECTICUT 1993 - 1998
Skills
Database Administration, DB2, z/OS, IMS DB/DC, IBM Mainframe, Performance Tuning, Disaster Recovery, Security, JCL, IBM Utilities, Programming, REXX, Manufacturing..., Manufacturing..., Healthcare Information..., Systems Analysis, Integration, Vendor Management, SDLC, SharePoint, Leadership, Business Analysis, IT Strategy, SQL
Education
University of Connecticut 1977 — 1979
Bachelor's degree, Mechanical Technolgy
Hartford State Technical College 1976 — 1977
Associate's degree, Mechanical Technology
Voya Financial April 2014 - Present
ING May 2006 - Present
Prudential Retirement 1999 - 2006
CIGNA Retirement & Investment Services 1999 - 2004
Skills
Direct Marketing, Marketing Communications, Relationship Management, Marketing Strategy, Mutual Funds, Financial Services, Email Marketing, Marketing Management, CRM, Strategy
Education
Providence College 1994 — 1998
BS, Marketing & Communications
Prudential Retirement February 2012 - Present
The Farmington Company March 2011 - February 2012
Prudential Retirement April 2004 - October 2010
CIGNA Retirement & Investment Services (Now called Prudential Financial) September 1993 - April 2004
CIGNA Retirement & Investment Services May 1992 - September 1993
CIGNA Retirement & Investment Services August 1989 - May 1992
Skills
Account Reconciliation, Administration, Business Process, Defined Benefit, Defined Contribution, Employee Benefits, Visio
Education
Southern Connecticut State University 1985 — 1989
Bachelors, Business Administration, concentration Management
Arthur J. Gallagher & Co. May 2011 - Present
Innovative Benefit Consultants, Inc. September 2008 - April 2011
Cigna Retirement & Investment Services May 2000 - December 2003
CIGNA Retirement & Investment Services November 1998 - May 2000
Education
Purdue University - Krannert School of Management 1990 — 1992
Bachelor of Science, Management with Finance Option
The Hartford February 2000 - Present
CIGNA Retirement & Investment Services March 1983 - February 2000
Education
Babson College 1972 — 1976
BS Management, Marketing
Prudential Financial September 2012 - Present
ING Financial Partners March 2012 - September 2012
First Niagara Financial Group September 2011 - March 2012
Prudential Financial August 2007 - July 2011
MassMutual Financial Group 2004 - 2007
CIGNA Retirement & Investment Services 2002 - 2004
Citibank 1999 - 2001
Education
Baruch College
BBA, Marketing/Retail Sales
Fidelity Investments March 2015 - Present
Prudential Financial June 2007 - January 2009
Prudential Financial January 2006 - June 2007
Prudential Financial January 2005 - January 2006
CIGNA Retirement & Investment Services September 2003 - December 2004
CIGNA Retirement & Investment Services - Benefits Access January 2001 - June 2002
CIGNA Retirement & Investment Services - Benefits Access January 2000 - January 2001
CIGNA Retirement & Investment Services - Benefits Access January 1999 - January 2000
CIGNA Retirement & Investment Services August 1996 - January 1999
Education
American International College
Bachelor of Science (B.S.), Finance, General
University of Hartford
Master of Business Administration (M.B.A.)
UBI Federal Credit Union Chief Financial OfficerUBI Federal Credit UnionJanuary 2008 - Present
Connecticut Housing Investment Fund, Inc. September 2001 - December 2007
Webster Bank June 1998 - August 2001
CIGNA Retirement & Investment Services October 1997 - June 1998
PEOPLES SAVINGS BANK & TRUST September 1989 - June 1997
Central Bank January 1987 - September 1989
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Risk Management, Financial Reporting, Finance, Cash Management, Financial Planning, Managerial Finance, Credit, Accounting, Mergers & Acquisitions, Banking, Strategic Planning, Collections
Education
The University of Connecticut 1989 — 1993
Master of Business Administration, Accounting
Central Connecticut State University 1982 — 1986
Bachelor of Science, Finance