Connecticut Mutual
Connecticut Mutual List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Connecticut Mutual. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Connecticut Mutual Employees
Employee
Years
Job
Industry
Michael Bahr Michael Bahr's Connecticut Mutual Experience August 1987 - August 1988
Job Senior Vice President at Aetna
Industry Insurance
Experience
Aetna January 2015 - Present
Independent June 2013 - December 2014
Coventry Health Care May 2012 - June 2013
Coventry Health Care June 2009 - May 2012
Altius Health Plans September 2003 - June 2009
Altius Health Plans September 2001 - September 2003
IHC Health Plans August 1995 - June 2000
IHC Health Plans 1990 - 1995
Time Insurance Company August 1988 - August 1990
Connecticut Mutual August 1987 - August 1988
Skills
Mathematics, Video Editing, Auto Repair, Exploring Desert, Target Shooting
Education
Brigham Young University 1986 — 1987
Master of Science (M.S.), Statistics/Actuarial Science
Brigham Young University 1980 — 1985
Bachelors of Science, Statistics
Aetna January 2015 - Present
Independent June 2013 - December 2014
Coventry Health Care May 2012 - June 2013
Coventry Health Care June 2009 - May 2012
Altius Health Plans September 2003 - June 2009
Altius Health Plans September 2001 - September 2003
IHC Health Plans August 1995 - June 2000
IHC Health Plans 1990 - 1995
Time Insurance Company August 1988 - August 1990
Connecticut Mutual August 1987 - August 1988
Skills
Mathematics, Video Editing, Auto Repair, Exploring Desert, Target Shooting
Education
Brigham Young University 1986 — 1987
Master of Science (M.S.), Statistics/Actuarial Science
Brigham Young University 1980 — 1985
Bachelors of Science, Statistics
Tom Mahony, CLU, ChFC Tom Mahony, CLU, ChFC's Connecticut Mutual Experience 1982 - 1990
Job Regional Sales Director at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services February 2012 - Present
Sun Life Financial November 2007 - June 2009
Phoenix Life Insurance Company July 2002 - October 2007
Connecticut Mutual 1982 - 1990
Skills
Series 7, Series 6, Series 63, 401k, Retirement, Mutual Funds, Fixed Annuities, Life Insurance Sales, Insurance, Life Insurance, Whole Life, Universal Life, Disability Insurance, Term Life Insurance, Product Management, Retirement Planning, Wealth Management, Salesforce.com, Investments, Variable Annuities, Financial Advisory, Asset Allocation, Leadership, Communication, Relationship Management, Financial Advisor, Sales, Financial Planning, Private Reserve Strategy, MoneyTrax, Circle of Wealth, Sales Management, Project Management, Portfolio Management, Recruiting, Relationship Management..., Strategic Financial..., Management, Long-term Care, Financial Services, Estate Planning, Finance, Employee Benefits
Education
Bishop Dunne
Bishop Dunne
The University of Texas at Arlington
Accounting
The American College
CLU, ChFC
Ohio National Financial Services February 2012 - Present
Sun Life Financial November 2007 - June 2009
Phoenix Life Insurance Company July 2002 - October 2007
Connecticut Mutual 1982 - 1990
Skills
Series 7, Series 6, Series 63, 401k, Retirement, Mutual Funds, Fixed Annuities, Life Insurance Sales, Insurance, Life Insurance, Whole Life, Universal Life, Disability Insurance, Term Life Insurance, Product Management, Retirement Planning, Wealth Management, Salesforce.com, Investments, Variable Annuities, Financial Advisory, Asset Allocation, Leadership, Communication, Relationship Management, Financial Advisor, Sales, Financial Planning, Private Reserve Strategy, MoneyTrax, Circle of Wealth, Sales Management, Project Management, Portfolio Management, Recruiting, Relationship Management..., Strategic Financial..., Management, Long-term Care, Financial Services, Estate Planning, Finance, Employee Benefits
Education
Bishop Dunne
Bishop Dunne
The University of Texas at Arlington
Accounting
The American College
CLU, ChFC
Augie Velten Augie Velten's Connecticut Mutual Experience 1978 - 2003
Job CLU, CLTC, LUTCF Retirement Planning and Financial Services
Industry Financial Services
Experience
Retirement Planning 1978 - Present
MassMutual Financial Group 1995 - 2003
Connecticut Mutual 1978 - 2003
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Retirement, Estate Planning, Fixed Annuities, Portfolio Management, Investment Advisory, Insurance, Financial Advisory, Finance
Education
LIU Post 1963 — 1967
Bachelor of Business Administration (B.B.A.), Business & Marketing
Retirement Planning 1978 - Present
MassMutual Financial Group 1995 - 2003
Connecticut Mutual 1978 - 2003
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Retirement, Estate Planning, Fixed Annuities, Portfolio Management, Investment Advisory, Insurance, Financial Advisory, Finance
Education
LIU Post 1963 — 1967
Bachelor of Business Administration (B.B.A.), Business & Marketing
Ann Boccaccio Ann Boccaccio's Connecticut Mutual Experience 1991 - 1996
Job Retired Financial Services Professional
Industry Financial Services
Experience
Sales Training & Development January 2014 - Present
Plan for Success January 2014 - June 2014
MassMutuaal June 1996 - November 2009
MassMutual Financial Group June 1990 - August 2009
Massachusetts Mutual Life Insurance Company 2001 - 2009
MassMutual 1986 - 2009
Connecticut Mutual 1991 - 1996
Equitable Life Insurance of NY July 1981 - June 1989
South Windsor Board of Education 1968 - 1974
Skills
Coaching, Insurance, Training, Employee Training, Management, Selling, Business Development, Sales Management, Staff Development, Business Planning, Leadership, Project Planning, Sales
Education
The University of Connecticut 1971 — 1973
MA, Eduaction +
Cedar Crest College 1964 — 1968
BA, German/Education
Sales Training & Development January 2014 - Present
Plan for Success January 2014 - June 2014
MassMutuaal June 1996 - November 2009
MassMutual Financial Group June 1990 - August 2009
Massachusetts Mutual Life Insurance Company 2001 - 2009
MassMutual 1986 - 2009
Connecticut Mutual 1991 - 1996
Equitable Life Insurance of NY July 1981 - June 1989
South Windsor Board of Education 1968 - 1974
Skills
Coaching, Insurance, Training, Employee Training, Management, Selling, Business Development, Sales Management, Staff Development, Business Planning, Leadership, Project Planning, Sales
Education
The University of Connecticut 1971 — 1973
MA, Eduaction +
Cedar Crest College 1964 — 1968
BA, German/Education
Lisa Rapfogel Ostroff, CFP® Lisa Rapfogel Ostroff, CFP®'s Connecticut Mutual Experience 1993 - 1996
Job I assist entrepreneurs and professionals with their financial goals and objectives.
Industry Investment Management
Experience
Allegiant Wealth Management July 2008 - Present
Southern Methodist University January 2008 - Present
HFG Advisors March 1996 - June 2008
Connecticut Mutual 1993 - 1996
Skills
Asset Allocation, Estate Planning, Financial Services, Retirement, Risk Management, Finance, Personal Finance, Investment Strategies, Insurance, Asset Management, Equities, Hedge Funds, Bonds, Relationship Management
Education
Southern Methodist University 2006 — 2007
Certificate Program in Financial Planning
The University of Texas at Austin 1988 — 1992
Trinity Valley School, Fort Worth, Texas 1975 — 1988
High School
Allegiant Wealth Management July 2008 - Present
Southern Methodist University January 2008 - Present
HFG Advisors March 1996 - June 2008
Connecticut Mutual 1993 - 1996
Skills
Asset Allocation, Estate Planning, Financial Services, Retirement, Risk Management, Finance, Personal Finance, Investment Strategies, Insurance, Asset Management, Equities, Hedge Funds, Bonds, Relationship Management
Education
Southern Methodist University 2006 — 2007
Certificate Program in Financial Planning
The University of Texas at Austin 1988 — 1992
Trinity Valley School, Fort Worth, Texas 1975 — 1988
High School
Gretta Hall's Connecticut Mutual Experience January 1990 - January 1994
Job Marketing Communications Coordinator at 3M Purification Inc.
Industry Graphic Design
Experience
3M Purification Inc. April 2014 - Present
3M Purification Inc. December 2001 - Present
3M Purification Inc December 2002 - April 2014
General DataComm, Inc January 1996 - January 2001
Daniels Productions, Inc January 1995 - January 1996
Connecticut Mutual January 1990 - January 1994
Skills
Illustrator, Graphic Design, Direct Mail, Photoshop, Marketing Strategy, Microsoft Office, Marketing Communications, Microsoft Excel, Email Marketing, Strategic Planning, Digital Marketing, Project Planning, Project Management, Team Leadership, Team Building, Event Management, Product Marketing, Cross-functional Team..., Leadership, Integrated Marketing, Marketing
Education
Stephen F. Austin State University
Bachelor of Fine Arts, Graphic Arts; Marketing Communications/Mass Communications
3M Purification Inc. April 2014 - Present
3M Purification Inc. December 2001 - Present
3M Purification Inc December 2002 - April 2014
General DataComm, Inc January 1996 - January 2001
Daniels Productions, Inc January 1995 - January 1996
Connecticut Mutual January 1990 - January 1994
Skills
Illustrator, Graphic Design, Direct Mail, Photoshop, Marketing Strategy, Microsoft Office, Marketing Communications, Microsoft Excel, Email Marketing, Strategic Planning, Digital Marketing, Project Planning, Project Management, Team Leadership, Team Building, Event Management, Product Marketing, Cross-functional Team..., Leadership, Integrated Marketing, Marketing
Education
Stephen F. Austin State University
Bachelor of Fine Arts, Graphic Arts; Marketing Communications/Mass Communications
Ellen Lander Ellen Lander's Connecticut Mutual Experience 1981 - 1991
Job Renaissance Benefit Advisors.... Helping Plan Sponsors Meet & Manage Their Fiduciary Responsibilities
Industry Financial Services
Experience
Renaissance Benefit Advisors Group, LLC February 2012 - Present
Renaissance Benefit Advisors 2006 - February 2012
MassMutual Financial Group 1991 - 2005
Connecticut Mutual 1981 - 1991
Skills
Fiduciary, Defined Contribution, Qualified Retirement..., Investment Advisory, Fiduciary Management, Asset Allocation, Profit Sharing, Investment Management, Investment Advisory..., Relationship Management, Asset Management, Securities
Education
Rutgers University-New Brunswick
BS
Renaissance Benefit Advisors Group, LLC February 2012 - Present
Renaissance Benefit Advisors 2006 - February 2012
MassMutual Financial Group 1991 - 2005
Connecticut Mutual 1981 - 1991
Skills
Fiduciary, Defined Contribution, Qualified Retirement..., Investment Advisory, Fiduciary Management, Asset Allocation, Profit Sharing, Investment Management, Investment Advisory..., Relationship Management, Asset Management, Securities
Education
Rutgers University-New Brunswick
BS
Amanda Lucas Amanda Lucas's Connecticut Mutual Experience 1993 - 1997
Job Director of Project and Program Management, Taft Law Firm/Administrator, FBA, Cincinnati/NKy Chapter
Industry Human Resources
Experience
Taft Stettinius & Hollister LLP January 2014 - Present
Federal Bar Association, Cincinnati/Northern Kentucky-John W. Peck Chapter June 2015 - Present
International Legal Technology Association (ILTA) September 2014 - Present
Taft Stettinius & Hollister LLP October 2013 - January 2014
BEC Legal Systems September 2001 - October 2013
BEC Legal Systems September 2001 - October 2012
Right Management 1999 - 2001
MassMutual 1993 - 1997
Connecticut Mutual 1993 - 1997
Sysco Foods 1991 - 1993
Skills
Project Management, Strategic Planning, Process Improvement, Training, Legal Project Management, Cross-functional Team..., Management, Legal Lean Sigma, Knowledge Management, Instructor-led Training, Public Speaking, Business Analysis, Leadership, Microsoft Office, Consulting, Team Leadership, Software Installation, Troubleshooting, Microsoft Word, Help Desk Support, Access, Technical Writing, Document Preparation, Hands-on Training, Windows 7, Technical Training, Microsoft Office 2010, Word 2010, Legal Document..., Office 2010, VBA, Document Management, Visio, VBA programming, Software Documentation, Technical Support, Technical Documentation, Program Management, PMO, Microsoft Excel, IT Strategy, IT Management, Professional Services, Information Technology, Strategy, Customer Service, Change Management, Team Building, Business Process...
Education
Cincinnati State Technical and Community College 2010 — 2013
Project Management & Management of Technology
University of Cincinnati 1988 — 1990
Anthropology
Sylvania Southview 1984 — 1988
Taft Stettinius & Hollister LLP January 2014 - Present
Federal Bar Association, Cincinnati/Northern Kentucky-John W. Peck Chapter June 2015 - Present
International Legal Technology Association (ILTA) September 2014 - Present
Taft Stettinius & Hollister LLP October 2013 - January 2014
BEC Legal Systems September 2001 - October 2013
BEC Legal Systems September 2001 - October 2012
Right Management 1999 - 2001
MassMutual 1993 - 1997
Connecticut Mutual 1993 - 1997
Sysco Foods 1991 - 1993
Skills
Project Management, Strategic Planning, Process Improvement, Training, Legal Project Management, Cross-functional Team..., Management, Legal Lean Sigma, Knowledge Management, Instructor-led Training, Public Speaking, Business Analysis, Leadership, Microsoft Office, Consulting, Team Leadership, Software Installation, Troubleshooting, Microsoft Word, Help Desk Support, Access, Technical Writing, Document Preparation, Hands-on Training, Windows 7, Technical Training, Microsoft Office 2010, Word 2010, Legal Document..., Office 2010, VBA, Document Management, Visio, VBA programming, Software Documentation, Technical Support, Technical Documentation, Program Management, PMO, Microsoft Excel, IT Strategy, IT Management, Professional Services, Information Technology, Strategy, Customer Service, Change Management, Team Building, Business Process...
Education
Cincinnati State Technical and Community College 2010 — 2013
Project Management & Management of Technology
University of Cincinnati 1988 — 1990
Anthropology
Sylvania Southview 1984 — 1988
Marc Gillespie Marc Gillespie's Connecticut Mutual Experience December 1982 - April 1994
Job Financial Planner at Forge Financial Advisors
Industry Financial Services
Experience
Forge Financial Advisors December 2003 - Present
Allmerica Financial April 1994 - December 2003
Connecticut Mutual December 1982 - April 1994
Skills
Retirement Planning, Investments, Insurance, Financial Services, Retirement, Finance, Series 7, Fixed Annuities, Mutual Funds, Estate Planning, Investment Advisory, Asset Management, Wealth Management, Series 63
Education
The American College 1983 — 1991
MSM, Financial Agency Management
Penn State University 1974 — 1976
BS, Environmental Resource Management
Corning Community College 1971 — 1973
AS, Humanities/Social Science
Forge Financial Advisors December 2003 - Present
Allmerica Financial April 1994 - December 2003
Connecticut Mutual December 1982 - April 1994
Skills
Retirement Planning, Investments, Insurance, Financial Services, Retirement, Finance, Series 7, Fixed Annuities, Mutual Funds, Estate Planning, Investment Advisory, Asset Management, Wealth Management, Series 63
Education
The American College 1983 — 1991
MSM, Financial Agency Management
Penn State University 1974 — 1976
BS, Environmental Resource Management
Corning Community College 1971 — 1973
AS, Humanities/Social Science
Jan Scites's Connecticut Mutual Experience 1990 - 1995
Job CEO MSO, Inc.
Industry Insurance
Experience
Foundation Board of Trustees Ohio University July 2011 - Present
MSO,Inc December 2007 - Present
Overseas Military Car Sales Group January 2006 - Present
Scites Associates Inc December 2001 - Present
Board of Directors CVPS 1998 - July 2012
AT&T August 1995 - January 2001
Connecticut Mutual Life Insurance 1990 - 1995
Connecticut Mutual 1990 - 1995
Phoenix Mutual Life INsursnce 1977 - 1990
US Congress 1969 - 1969
Skills
Entrepreneurship, Business Development, Risk Management, Team Building, Change Management, Management Consulting, Negotiation, Due Diligence, Strategy, Financial Analysis, Budgets, Investments, Account Management, Analysis, Business Analysis, Business Planning, Business Process..., Business Strategy, CRM, Corporate Development, Corporate Finance, Cross-functional Team..., Customer Service, Executive Management, Financial Modeling, Forecasting, Insurance, Leadership, Leadership Development, Management, Marketing, Marketing Strategy, P, Organizational..., Portfolio Management, Private Equity, Process Improvement, Program Management, Public Speaking, Restructuring, Sales Management, Small Business, Strategic Financial..., Strategic Partnerships, Strategic Planning, Team Leadership, Thought Leadership, Training, Vendor Management, Venture Capital
Education
The University of Connecticut School of Law 1974 — 1977
JD, Law
Ohio University 1968 — 1971
Bachelor of General Studies Business, Business
Delaware Hayes High School 1964 — 1968
HS, Pre-College
Foundation Board of Trustees Ohio University July 2011 - Present
MSO,Inc December 2007 - Present
Overseas Military Car Sales Group January 2006 - Present
Scites Associates Inc December 2001 - Present
Board of Directors CVPS 1998 - July 2012
AT&T August 1995 - January 2001
Connecticut Mutual Life Insurance 1990 - 1995
Connecticut Mutual 1990 - 1995
Phoenix Mutual Life INsursnce 1977 - 1990
US Congress 1969 - 1969
Skills
Entrepreneurship, Business Development, Risk Management, Team Building, Change Management, Management Consulting, Negotiation, Due Diligence, Strategy, Financial Analysis, Budgets, Investments, Account Management, Analysis, Business Analysis, Business Planning, Business Process..., Business Strategy, CRM, Corporate Development, Corporate Finance, Cross-functional Team..., Customer Service, Executive Management, Financial Modeling, Forecasting, Insurance, Leadership, Leadership Development, Management, Marketing, Marketing Strategy, P, Organizational..., Portfolio Management, Private Equity, Process Improvement, Program Management, Public Speaking, Restructuring, Sales Management, Small Business, Strategic Financial..., Strategic Partnerships, Strategic Planning, Team Leadership, Thought Leadership, Training, Vendor Management, Venture Capital
Education
The University of Connecticut School of Law 1974 — 1977
JD, Law
Ohio University 1968 — 1971
Bachelor of General Studies Business, Business
Delaware Hayes High School 1964 — 1968
HS, Pre-College
Timothy Payne, ChFC Timothy Payne, ChFC's Connecticut Mutual Experience 1995 - 1996
Job Owner/Mgr. IP Financial Advisors, OKC
Industry Financial Services
Experience
IP Financial Advisors 1998 - Present
TNP, Inc. 1997 - Present
MassMutual Financial Group 1996 - 1997
Connecticut Mutual 1995 - 1996
KWTV-9 1991 - 1995
KWTV-9 1979 - 1991
WKY Radio 1977 - 1979
WKY Radio 1975 - 1977
WKY Radio 1972 - 1975
Skills
Fixed Annuities, Insurance, Life Insurance, Investments, Disability Insurance, Long-term Care, Financial Advisory, Mutual Funds, Financial Planners, Small Business, Estate Planning, Advertising, Wealth Accumulation, Investment Strategies, Financial Services, Sales, Investment Advisory, IRAs, Credit, 401k, Bonds, Estate Tax Planning, Financial Analysis, Portfolio Management, Loans, Term Life Insurance, Long Term Care Insurance, Income Protection, Risk Management, Banking
Education
The American College 1999 — 2003
ChFC, Financial Planning and Services
University of Oklahoma 1965 — 1972
BA, Journalism/Advertising
Norman High School 1962 — 1965
IP Financial Advisors 1998 - Present
TNP, Inc. 1997 - Present
MassMutual Financial Group 1996 - 1997
Connecticut Mutual 1995 - 1996
KWTV-9 1991 - 1995
KWTV-9 1979 - 1991
WKY Radio 1977 - 1979
WKY Radio 1975 - 1977
WKY Radio 1972 - 1975
Skills
Fixed Annuities, Insurance, Life Insurance, Investments, Disability Insurance, Long-term Care, Financial Advisory, Mutual Funds, Financial Planners, Small Business, Estate Planning, Advertising, Wealth Accumulation, Investment Strategies, Financial Services, Sales, Investment Advisory, IRAs, Credit, 401k, Bonds, Estate Tax Planning, Financial Analysis, Portfolio Management, Loans, Term Life Insurance, Long Term Care Insurance, Income Protection, Risk Management, Banking
Education
The American College 1999 — 2003
ChFC, Financial Planning and Services
University of Oklahoma 1965 — 1972
BA, Journalism/Advertising
Norman High School 1962 — 1965
Lisa Gotberg Lisa Gotberg's Connecticut Mutual Experience October 1987 - December 1996
Job Financial Analyst
Industry Financial Services
Experience
ESOP Partners 2013 - 2015
Reflexite Corporation July 1997 - 2012
Tittmann & Rusch LLC January 1997 - July 1997
Connecticut Mutual October 1987 - December 1996
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Employee Benefits, Communication, Client Liaison, Project Planning, Project Management, Organization &..., Customer Service, Treasury Services, Benefits Administration, Employee Stock Options, Employee Stock Ownership, Presentations, Microsoft Excel, Microsoft Word, PowerPoint, Department Budgeting, Accounts Receivable, Documentations, Personal Financial..., Problem Solving, Creative Strategy, Process Improvement, Teamwork, Program Management, Insurance, Retirement Planning, Finance, Cost Accounting, Mergers & Acquisitions, Accounting, Acquisition Integration, Sales, Cash Flow, Strategic Planning, Business Planning, Auditing, Access, Variance Analysis, Data Analysis, Performance Management, Management, Financial Modeling, Financial Planning
Education
Rensselaer Polytechnic Institute at Hartford
Master of Business Administration (MBA), Finance, General
North Park University
Bachelor of Arts (B.A.), Accounting
ESOP Partners 2013 - 2015
Reflexite Corporation July 1997 - 2012
Tittmann & Rusch LLC January 1997 - July 1997
Connecticut Mutual October 1987 - December 1996
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Employee Benefits, Communication, Client Liaison, Project Planning, Project Management, Organization &..., Customer Service, Treasury Services, Benefits Administration, Employee Stock Options, Employee Stock Ownership, Presentations, Microsoft Excel, Microsoft Word, PowerPoint, Department Budgeting, Accounts Receivable, Documentations, Personal Financial..., Problem Solving, Creative Strategy, Process Improvement, Teamwork, Program Management, Insurance, Retirement Planning, Finance, Cost Accounting, Mergers & Acquisitions, Accounting, Acquisition Integration, Sales, Cash Flow, Strategic Planning, Business Planning, Auditing, Access, Variance Analysis, Data Analysis, Performance Management, Management, Financial Modeling, Financial Planning
Education
Rensselaer Polytechnic Institute at Hartford
Master of Business Administration (MBA), Finance, General
North Park University
Bachelor of Arts (B.A.), Accounting
Carina Bies Carina Bies's Connecticut Mutual Experience May 1995 - March 1996
Job Marketing Consultant at Bulkley, Richardson and Gelinas, LLP
Industry Marketing and Advertising
Experience
Bulkley, Richardson and Gelinas, LLP September 2014 - Present
Sedgwick October 2010 - November 2012
Pratt & Whitney August 1996 - July 2009
MassMutual March 1996 - August 1996
Connecticut Mutual May 1995 - March 1996
Skills
Marketing Communications, Integrated Marketing, Advertising, Media Planning, Social Media, Corporate Communications, Brochures, Direct Mail, Marketing, B2B, Press Releases, Corporate Branding, Social Media Marketing, Direct Marketing, Brand Development, Trade Shows, Digital Marketing, Management, Social Networking, SEO, Newsletters, Internal Communications, Copywriting, Account Management, Web Design, Market Research, Marketing Strategy, Online Marketing, Email Marketing, Online Advertising, Strategic Communications, Brand Management, Creative Direction, Marketing Research, Public Relations, Publications, Media Relations, Graphic Design
Education
University of Hartford 1997 — 2001
MBA, Advertising
University of Connecticut 1984 — 1989
BFA, Graphic Design/Photography
Bulkley, Richardson and Gelinas, LLP September 2014 - Present
Sedgwick October 2010 - November 2012
Pratt & Whitney August 1996 - July 2009
MassMutual March 1996 - August 1996
Connecticut Mutual May 1995 - March 1996
Skills
Marketing Communications, Integrated Marketing, Advertising, Media Planning, Social Media, Corporate Communications, Brochures, Direct Mail, Marketing, B2B, Press Releases, Corporate Branding, Social Media Marketing, Direct Marketing, Brand Development, Trade Shows, Digital Marketing, Management, Social Networking, SEO, Newsletters, Internal Communications, Copywriting, Account Management, Web Design, Market Research, Marketing Strategy, Online Marketing, Email Marketing, Online Advertising, Strategic Communications, Brand Management, Creative Direction, Marketing Research, Public Relations, Publications, Media Relations, Graphic Design
Education
University of Hartford 1997 — 2001
MBA, Advertising
University of Connecticut 1984 — 1989
BFA, Graphic Design/Photography
Nick DeLuca's Connecticut Mutual Experience 1983 - June 1996
Job Regional Vice President Western Region at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group July 2013 - Present
MassMutual Financial Group April 2012 - June 2013
MassMutual Financial Group October 2009 - April 2012
MassMutual Financial Group May 2003 - September 2009
MassMutual Financial Group December 1999 - May 2003
CYBERTEK - DALLAS, TX January 1997 - December 1999
Connecticut Mutual 1983 - June 1996
Skills
Series 7, Series 24, CLU, Series 53, Fixed Annuities, FINRA, Disability Insurance, Retirement Planning, Retirement
Education
The American College 2012 — 2014
CLF Program
The American College 2005 — 2007
CLU
University of Connecticut 1976 — 1980
BA, Economics
MassMutual Financial Group July 2013 - Present
MassMutual Financial Group April 2012 - June 2013
MassMutual Financial Group October 2009 - April 2012
MassMutual Financial Group May 2003 - September 2009
MassMutual Financial Group December 1999 - May 2003
CYBERTEK - DALLAS, TX January 1997 - December 1999
Connecticut Mutual 1983 - June 1996
Skills
Series 7, Series 24, CLU, Series 53, Fixed Annuities, FINRA, Disability Insurance, Retirement Planning, Retirement
Education
The American College 2012 — 2014
CLF Program
The American College 2005 — 2007
CLU
University of Connecticut 1976 — 1980
BA, Economics
Alan Fletcher Alan Fletcher's Connecticut Mutual Experience December 1982 - March 1985
Job Customer Business Director, Real Estate Services at CBRE
Industry Real Estate
Experience
CBRE September 2015 - Present
Johnson Controls February 2007 - August 2015
GRUNBERG MANAGEMENT February 2006 - February 2007
MORGAN REED GROUP April 2002 - February 2006
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY January 1989 - April 2002
AMES DEPARTMENT STORES, INC March 1985 - December 1988
Connecticut Mutual December 1982 - March 1985
Aetna 1974 - 1982
Skills
Corporate Real Estate, Real Estate, Real Estate Transactions, Leases, Lease Negotiations, Contract Negotiation, Disposition, Due Diligence, Mergers, Lease Administration, Property Management, Tenant, Brokerage, Asset Managment, Facilities Management, Asset Management, Financial Analysis, Investment Properties, Sellers, Real Estate Development, Commercial Real Estate, Budgets, Location Intelligence, Relocation, Landlords, Construction, Construction Management, Real Estate Economics, Finance, Management, Portfolio Management
Education
Institute of Corporate Real Estate 1984 — 1986
Wentworth Institute of Technology 1971 — 1972
Architectural Structure Technology
Eastern Connecticut State University
Business Management
CBRE September 2015 - Present
Johnson Controls February 2007 - August 2015
GRUNBERG MANAGEMENT February 2006 - February 2007
MORGAN REED GROUP April 2002 - February 2006
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY January 1989 - April 2002
AMES DEPARTMENT STORES, INC March 1985 - December 1988
Connecticut Mutual December 1982 - March 1985
Aetna 1974 - 1982
Skills
Corporate Real Estate, Real Estate, Real Estate Transactions, Leases, Lease Negotiations, Contract Negotiation, Disposition, Due Diligence, Mergers, Lease Administration, Property Management, Tenant, Brokerage, Asset Managment, Facilities Management, Asset Management, Financial Analysis, Investment Properties, Sellers, Real Estate Development, Commercial Real Estate, Budgets, Location Intelligence, Relocation, Landlords, Construction, Construction Management, Real Estate Economics, Finance, Management, Portfolio Management
Education
Institute of Corporate Real Estate 1984 — 1986
Wentworth Institute of Technology 1971 — 1972
Architectural Structure Technology
Eastern Connecticut State University
Business Management
Diane Rochefort Diane Rochefort's Connecticut Mutual Experience 1978 - 1995
Job Insurance Operations Executive
Industry Insurance
Experience
My Sister's Place May 2012 - October 2013
Futurity First Insurance Group October 2007 - October 2010
Lincoln Financial Group January 1995 - July 2007
Connecticut Mutual 1978 - 1995
Connecticut Mutual 1975 - 1995
Skills
Insurance, Contract Negotiation, New Business Development, Claims, Reinsurance, Underwriting, Executive Management, Customer Relations, Strategic Planning, Strategy Development, Vendor Management, Customer Service, Change Management, Strategy, Training, Management, Outsourcing, Process Improvement, Long-term Care, Employee Benefits, Start-ups, Fixed Annuities, Disability Insurance, Term Life Insurance, Health Insurance, Retirement, Risk Management, Mergers & Acquisitions, Life Insurance, Financial Services, Medicare, Strategic Financial..., Retirement Planning, Property & Casualty..., Series 6, Mutual Funds, Small Business, 401k, IRAs, Investments, General Insurance, Series 7, Claim, Financial Planning
Education
Rensselaer Polytechnic Institute at Hartford
MS, Management
My Sister's Place May 2012 - October 2013
Futurity First Insurance Group October 2007 - October 2010
Lincoln Financial Group January 1995 - July 2007
Connecticut Mutual 1978 - 1995
Connecticut Mutual 1975 - 1995
Skills
Insurance, Contract Negotiation, New Business Development, Claims, Reinsurance, Underwriting, Executive Management, Customer Relations, Strategic Planning, Strategy Development, Vendor Management, Customer Service, Change Management, Strategy, Training, Management, Outsourcing, Process Improvement, Long-term Care, Employee Benefits, Start-ups, Fixed Annuities, Disability Insurance, Term Life Insurance, Health Insurance, Retirement, Risk Management, Mergers & Acquisitions, Life Insurance, Financial Services, Medicare, Strategic Financial..., Retirement Planning, Property & Casualty..., Series 6, Mutual Funds, Small Business, 401k, IRAs, Investments, General Insurance, Series 7, Claim, Financial Planning
Education
Rensselaer Polytechnic Institute at Hartford
MS, Management
Cynthia OKeefe Cynthia OKeefe's Connecticut Mutual Experience 1990 - 1992
Job Creative and Change Management Sherpa
Industry Internet
Experience
The Latest Development September 2000 - Present
Wicked Cool Music LLC September 2010 - Present
Answers.com 1999 - 2000
Idealab 1998 - 1999
KnowWare March 1994 - December 1997
The Learning Company 1993 - 1994
McGeary Electronic Publishing, 1992 - 1993
Connecticut Mutual 1990 - 1992
Skills
Online Marketing, Management, Marketing, CRM, Web Development, Social Media Marketing, Business Development, Project Management, Business Analysis, Social Media, Music, Requirements Analysis, Web Design, Web Project Management, Product Development, Web Content, Graphic Design, Web Content Management, E-commerce, Video Production, Digital Photography, Adobe Creative Suite, Product Marketing, Start-ups, Email Marketing, Team Leadership, Advertising, Online Advertising, Social Networking, Music Publishing, Analytics, SEO, Volunteer Management, Fundraising, Co-creation, Co-marketing, Digital Audio, Video Editing, Film Editing, Music Production, Entrepreneurship, Adobe Acrobat, Photoshop, Adobe Audition, 2D graphics, Commercial Photography, Website Administration
Education
Southern Connecticut State University 1984 — 1987
The Latest Development September 2000 - Present
Wicked Cool Music LLC September 2010 - Present
Answers.com 1999 - 2000
Idealab 1998 - 1999
KnowWare March 1994 - December 1997
The Learning Company 1993 - 1994
McGeary Electronic Publishing, 1992 - 1993
Connecticut Mutual 1990 - 1992
Skills
Online Marketing, Management, Marketing, CRM, Web Development, Social Media Marketing, Business Development, Project Management, Business Analysis, Social Media, Music, Requirements Analysis, Web Design, Web Project Management, Product Development, Web Content, Graphic Design, Web Content Management, E-commerce, Video Production, Digital Photography, Adobe Creative Suite, Product Marketing, Start-ups, Email Marketing, Team Leadership, Advertising, Online Advertising, Social Networking, Music Publishing, Analytics, SEO, Volunteer Management, Fundraising, Co-creation, Co-marketing, Digital Audio, Video Editing, Film Editing, Music Production, Entrepreneurship, Adobe Acrobat, Photoshop, Adobe Audition, 2D graphics, Commercial Photography, Website Administration
Education
Southern Connecticut State University 1984 — 1987
Ken Knox Ken Knox's Connecticut Mutual Experience September 1992 - June 1996
Job President, Tenzing Advisors, LLC
Industry Insurance
Experience
Tenzing Advisors, LLC September 2008 - Present
Knox and Company, LLC October 2006 - October 2008
Financial Architects Partners May 2001 - September 2006
Winged Keel Group July 1996 - April 2001
Connecticut Mutual September 1992 - June 1996
Mercer September 1990 - August 1992
Education
University of Rhode Island 1986 — 1990
BS, BA, Finance, French
Institut europeen des Hautes Etudes, Nice, France 1988 — 1989
University of Nice, Nice, France 1988 — 1989
Tenzing Advisors, LLC September 2008 - Present
Knox and Company, LLC October 2006 - October 2008
Financial Architects Partners May 2001 - September 2006
Winged Keel Group July 1996 - April 2001
Connecticut Mutual September 1992 - June 1996
Mercer September 1990 - August 1992
Education
University of Rhode Island 1986 — 1990
BS, BA, Finance, French
Institut europeen des Hautes Etudes, Nice, France 1988 — 1989
University of Nice, Nice, France 1988 — 1989
Kristen Walter's Connecticut Mutual Experience 1994 - 1996
Job Principal Consultant at Slalom Consulting
Industry Information Technology and Services
Experience
Slalom Consulting October 2014 - Present
The Hartford 2012 - 2014
The Hartford 2011 - 2012
The Hartford 2008 - 2011
The Hartford 2006 - 2008
The Hartford / Hartford Life 2005 - 2006
The Hartford / Hartford Life 1996 - 2005
Connecticut Mutual 1994 - 1996
Andersen Consulting (Accenture) 1990 - 1994
Skills
Vendor Management, Program Management, Business Analysis, SDLC, Process Improvement, Project Management, Outsourcing, Business Intelligence, Disaster Recovery, MS Project, Analysis, Project Planning, Operations Management, Team Building, Management, Enterprise Software, Leadership, Strategy
Education
Rensselaer Polytechnic Institute
MBA, Masters in Business Administration
Rensselaer Polytechnic Institute
BS, Mathematics of Operations Research
Slalom Consulting October 2014 - Present
The Hartford 2012 - 2014
The Hartford 2011 - 2012
The Hartford 2008 - 2011
The Hartford 2006 - 2008
The Hartford / Hartford Life 2005 - 2006
The Hartford / Hartford Life 1996 - 2005
Connecticut Mutual 1994 - 1996
Andersen Consulting (Accenture) 1990 - 1994
Skills
Vendor Management, Program Management, Business Analysis, SDLC, Process Improvement, Project Management, Outsourcing, Business Intelligence, Disaster Recovery, MS Project, Analysis, Project Planning, Operations Management, Team Building, Management, Enterprise Software, Leadership, Strategy
Education
Rensselaer Polytechnic Institute
MBA, Masters in Business Administration
Rensselaer Polytechnic Institute
BS, Mathematics of Operations Research
Beth Keeley Beth Keeley's Connecticut Mutual Experience 1982 - 1998
Job Director, Product Development and Field Support at Columbian Financial Group
Industry Insurance
Experience
Columbian Financial Group July 2011 - Present
Unity Mutual Life Insurance Company January 2000 - July 2011
GC Hanford 1998 - 2000
MassMutual 1996 - 1998
Connecticut Mutual 1982 - 1998
Skills
Strategic Planning, Insurance, Field Support, Project Management, Recruiting, New Business Development, Outlook, Sales Operations, Sales, Marketing, Product Development, Customer Service, Management, Microsoft Excel, Lotus Notes
Education
Columbia College (NY)
AAS, Business Administration
Columbian Financial Group July 2011 - Present
Unity Mutual Life Insurance Company January 2000 - July 2011
GC Hanford 1998 - 2000
MassMutual 1996 - 1998
Connecticut Mutual 1982 - 1998
Skills
Strategic Planning, Insurance, Field Support, Project Management, Recruiting, New Business Development, Outlook, Sales Operations, Sales, Marketing, Product Development, Customer Service, Management, Microsoft Excel, Lotus Notes
Education
Columbia College (NY)
AAS, Business Administration
Harry Saghian Harry Saghian's Connecticut Mutual Experience 1988 - 1990
Job Chief Operating Officer at Calfund, LLC
Industry Transportation/Trucking/Railroad
Experience
CALFUND, LLC January 2000 - Present
KEYSTONE LEASING 1991 - 2000
connecticut mutual 1988 - 1990
Skills
C, Credit, Loans, Finance, Funding, Sales Management, Negotiation, Risk Management, New Business Development, Sales, Portfolio Management, Operations Management, Contract Negotiation, Pricing, Start-ups, Account Management, Direct Sales, Fleet Management, Purchasing, Profit, Business Planning, Executive Management, Trucking, Customer Service, Transportation, Strategy
Education
Southern Connecticut State University 1979 — 1983
bs, chemistry
CALFUND, LLC January 2000 - Present
KEYSTONE LEASING 1991 - 2000
connecticut mutual 1988 - 1990
Skills
C, Credit, Loans, Finance, Funding, Sales Management, Negotiation, Risk Management, New Business Development, Sales, Portfolio Management, Operations Management, Contract Negotiation, Pricing, Start-ups, Account Management, Direct Sales, Fleet Management, Purchasing, Profit, Business Planning, Executive Management, Trucking, Customer Service, Transportation, Strategy
Education
Southern Connecticut State University 1979 — 1983
bs, chemistry
Leigh Stanton Leigh Stanton's Connecticut Mutual Experience May 1993 - May 1996
Job Relationship Manager Blue Chip Circle at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Relationship Manager - Blue Chip CircleMassMutual Financial GroupJanuary 2010 - Present
Hartford Life 1996 - 1998
Connecticut Mutual May 1993 - May 1996
Skills
Disability Insurance, Underwriting, Investments, Insurance, Fixed Annuities, Long-term Care, Term Life Insurance, Series 7, Mutual Funds, Life Insurance, Retirement Planning, Strategic Financial..., Series 6, 401k, Long Term Care Insurance, Health Insurance, Estate Planning, Financial Services, Wealth Management, Financial Planners, Retirement
Education
University of Connecticut 1981 — 1984
BA, Economics
MassMutual Relationship Manager - Blue Chip CircleMassMutual Financial GroupJanuary 2010 - Present
Hartford Life 1996 - 1998
Connecticut Mutual May 1993 - May 1996
Skills
Disability Insurance, Underwriting, Investments, Insurance, Fixed Annuities, Long-term Care, Term Life Insurance, Series 7, Mutual Funds, Life Insurance, Retirement Planning, Strategic Financial..., Series 6, 401k, Long Term Care Insurance, Health Insurance, Estate Planning, Financial Services, Wealth Management, Financial Planners, Retirement
Education
University of Connecticut 1981 — 1984
BA, Economics
Michael W. Moon's Connecticut Mutual Experience January 1986 - February 1996
Job CFP, CRPC at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors October 2000 - Present
MassMutual Financial Group January 1995 - December 1999
Connecticut Mutual January 1986 - February 1996
Skills
Retirement, Strategic Financial..., Insurance, Financial Advisory, Investments, Securities, IRAs, Portfolio Management, Investment Advisory, Retirement Planning, Estate Planning, Small Business, Personal Finance, Asset Management, Certified Financial..., Finance, Financial Services, Wealth Management, Marketing
Education
College for Financial Planning 1985 — 1987
CFP, CRPC, Financial Planning
Lincoln Financial Advisors October 2000 - Present
MassMutual Financial Group January 1995 - December 1999
Connecticut Mutual January 1986 - February 1996
Skills
Retirement, Strategic Financial..., Insurance, Financial Advisory, Investments, Securities, IRAs, Portfolio Management, Investment Advisory, Retirement Planning, Estate Planning, Small Business, Personal Finance, Asset Management, Certified Financial..., Finance, Financial Services, Wealth Management, Marketing
Education
College for Financial Planning 1985 — 1987
CFP, CRPC, Financial Planning
Mark Teitelbaum's Connecticut Mutual Experience 1990 - 1994
Job Vice President, Advanced Markets at AXA Equitable
Industry Financial Services
Experience
AXA Equitable June 2006 - Present
Travelers Life & Annuity June 2002 - June 2006
Phoenix Life Insurance Company June 1996 - May 2002
National Life Group 1994 - 1996
Connecticut Mutual 1990 - 1994
Skills
Wealth Management, Retirement Planning, Estate Planning, Mutual Funds, Series 7, Fixed Annuities, Long-term Care, Insurance, Life Insurance, 401k, Series 63, Retirement, Term Life Insurance, Strategic Financial..., Risk Management, Employee Benefits, Financial Advisory, Succession Planning, Disability Insurance, Series 6, Sales, Relationship Management, Securities, Financial Services, Investments, Strategy, Banking, Wealth, Underwriting, Asset Allocation, Business Planning, Financial Planning
Education
Kenyon College 1973 — 1977
Bachelor of Science, History
Shaker Heights High School 1970 — 1973
AXA Equitable June 2006 - Present
Travelers Life & Annuity June 2002 - June 2006
Phoenix Life Insurance Company June 1996 - May 2002
National Life Group 1994 - 1996
Connecticut Mutual 1990 - 1994
Skills
Wealth Management, Retirement Planning, Estate Planning, Mutual Funds, Series 7, Fixed Annuities, Long-term Care, Insurance, Life Insurance, 401k, Series 63, Retirement, Term Life Insurance, Strategic Financial..., Risk Management, Employee Benefits, Financial Advisory, Succession Planning, Disability Insurance, Series 6, Sales, Relationship Management, Securities, Financial Services, Investments, Strategy, Banking, Wealth, Underwriting, Asset Allocation, Business Planning, Financial Planning
Education
Kenyon College 1973 — 1977
Bachelor of Science, History
Shaker Heights High School 1970 — 1973
Carol Mon Carol Mon's Connecticut Mutual Experience April 1983 - June 1996
Job Corporate Storyteller | LinkedIn Specialist and Trainer | Networking Author | It's all About the Story
Industry Marketing and Advertising
Experience
Self Employed 2009 - Present
Self Employed July 2001 - Present
Connecticut Storytelling Center 1999 - Present
ESPN March 1998 - June 2001
CBS Radio/Hartford 1999 - 2001
WMRD Radio September 1996 - March 1998
Connecticut Mutual April 1983 - June 1996
Skills
Storytelling, Public Speaking, Social Media, Corporate Communications, Marketing, Leadership, Coaching, Radio, Personal Branding, Commercials, Blogging, Social Networking, Performing Arts, History, LinkedIn, Networking, Publicity, Training, Short Stories, Creative Writing, Entertainment, Motivational Speaking, Testimonials, Festivals, Stories, LinkedIn Summaries, 30-second Networking..., Micro story creation, Customer Testimonial..., Stories for..., Company History Stories, Management, Editing
Education
Providence College 1978 — 1982
BS, Accounting
Enrico Fermi High School 1975 — 1978
Diploma, College Prep
Self Employed 2009 - Present
Self Employed July 2001 - Present
Connecticut Storytelling Center 1999 - Present
ESPN March 1998 - June 2001
CBS Radio/Hartford 1999 - 2001
WMRD Radio September 1996 - March 1998
Connecticut Mutual April 1983 - June 1996
Skills
Storytelling, Public Speaking, Social Media, Corporate Communications, Marketing, Leadership, Coaching, Radio, Personal Branding, Commercials, Blogging, Social Networking, Performing Arts, History, LinkedIn, Networking, Publicity, Training, Short Stories, Creative Writing, Entertainment, Motivational Speaking, Testimonials, Festivals, Stories, LinkedIn Summaries, 30-second Networking..., Micro story creation, Customer Testimonial..., Stories for..., Company History Stories, Management, Editing
Education
Providence College 1978 — 1982
BS, Accounting
Enrico Fermi High School 1975 — 1978
Diploma, College Prep
Mike Bridgman Mike Bridgman's Connecticut Mutual Experience 1989 - 1994
Job Vice President/Owner at Cambridge Advisors Inc.
Industry Investment Management
Experience
Cambridge Advisors Inc. 1999 - Present
Guarantee Life 1994 - 1999
Connecticut Mutual 1989 - 1994
Skills
Investment Management, Strategic Financial..., Investments, Retirement Planning, IRAs, Portfolio Management, Strategic Planning, Finance, Business Planning, Business Development, Microsoft Excel, Asset Managment, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Market Research, Acquisition Integration
Education
University of Nebraska at Omaha 1985 — 1988
BSBA, Finance/Real Estate
Cambridge Advisors Inc. 1999 - Present
Guarantee Life 1994 - 1999
Connecticut Mutual 1989 - 1994
Skills
Investment Management, Strategic Financial..., Investments, Retirement Planning, IRAs, Portfolio Management, Strategic Planning, Finance, Business Planning, Business Development, Microsoft Excel, Asset Managment, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Market Research, Acquisition Integration
Education
University of Nebraska at Omaha 1985 — 1988
BSBA, Finance/Real Estate
Karen Grace's Connecticut Mutual Experience November 1981 - 1984
Job MartinGrace Benefit Group
Industry Insurance
Experience
MartinGrace Benefit Group, Inc. October 2002 - Present
Insurance Corporation March 2012 - December 2014
Insurance Agency (privately held) November 2000 - September 2002
Insurance Agency (privately held) November 1995 - 2000
ONA Insurance November 1993 - November 1995
Grace & Co December 1992 - November 1994
Principal Financial Group November 1984 - 1992
Connecticut Mutual November 1981 - 1984
Skills
Employee Benefits, Critical Illness, Insurance, Dentistry, Long-term Care, Small Business, Disability Insurance, Employee Relations, Customer Service, Business Planning, Healthcare, Brokers, Marketing, Negotiation, Workers Compensation, Commercial Insurance, Legal Liability, Term Life Insurance, Health Insurance, Sales, General Insurance, Property & Casualty..., Life Insurance, Account Management, Underwriting, Benefits Administration, 401k, Claim, Professional Liability, Umbrella Insurance
Education
Harvard MIT
Executive CEO Studies
Jefferson State Junior College
General
University of Alabama at Birmingham
Psychology / General
University of Pennsylvania - The Wharton School
CEBS Studies
MartinGrace Benefit Group, Inc. October 2002 - Present
Insurance Corporation March 2012 - December 2014
Insurance Agency (privately held) November 2000 - September 2002
Insurance Agency (privately held) November 1995 - 2000
ONA Insurance November 1993 - November 1995
Grace & Co December 1992 - November 1994
Principal Financial Group November 1984 - 1992
Connecticut Mutual November 1981 - 1984
Skills
Employee Benefits, Critical Illness, Insurance, Dentistry, Long-term Care, Small Business, Disability Insurance, Employee Relations, Customer Service, Business Planning, Healthcare, Brokers, Marketing, Negotiation, Workers Compensation, Commercial Insurance, Legal Liability, Term Life Insurance, Health Insurance, Sales, General Insurance, Property & Casualty..., Life Insurance, Account Management, Underwriting, Benefits Administration, 401k, Claim, Professional Liability, Umbrella Insurance
Education
Harvard MIT
Executive CEO Studies
Jefferson State Junior College
General
University of Alabama at Birmingham
Psychology / General
University of Pennsylvania - The Wharton School
CEBS Studies
Chuck Lanigan Chuck Lanigan's Connecticut Mutual Experience 1989 - 1994
Job Senior Vice President at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services 2015 - Present
Lindberg & Ripple 2010 - 2014
Clark Consulting 2002 - 2009
Mass Mutual 1994 - 1997
Connecticut Mutual 1989 - 1994
Skills
Disability Insurance, Long Term Care Insurance, Employee Benefits, Executive Benefits, Life Insurance, Product Development, Sales, Client Relations, Franchise Marketing, Retirement Planning, Public Speaking, Writing, Strategic Planning, Risk Management, Claims Management, Corporate Law
Education
American College
Chartered Life Underwriter
Syracuse University College of Law 1972 — 1975
JD, Law
Colgate University 1968 — 1972
AB, Political Science and History
Ohio National Financial Services 2015 - Present
Lindberg & Ripple 2010 - 2014
Clark Consulting 2002 - 2009
Mass Mutual 1994 - 1997
Connecticut Mutual 1989 - 1994
Skills
Disability Insurance, Long Term Care Insurance, Employee Benefits, Executive Benefits, Life Insurance, Product Development, Sales, Client Relations, Franchise Marketing, Retirement Planning, Public Speaking, Writing, Strategic Planning, Risk Management, Claims Management, Corporate Law
Education
American College
Chartered Life Underwriter
Syracuse University College of Law 1972 — 1975
JD, Law
Colgate University 1968 — 1972
AB, Political Science and History
Darlene Bruns Darlene Bruns's Connecticut Mutual Experience 1991 - 1992
Job Account Manager/Inside Sales at Horizons Window Fashions
Industry Investment Management
Experience
Horizons Window Fashions July 2014 - Present
Brookstone Capital Management August 2013 - March 2014
Sheerly Elegant August 2005 - September 2013
Molyneaux Financial Group/MassMutual Insurance Co. May 1996 - January 2000
Molyneaux Financial Group/Connecticut Mutual Agency January 1993 - May 1996
Connecticut Mutual 1991 - 1992
First Investors 1987 - 1991
Walden Investment Management Co ltd 1986 - 1987
PepsiCo January 1984 - June 1986
Motorola Solutions January 1980 - December 1983
Skills
Insurance, CRM, Employee Benefits, Retirement, Analysis, Loans, Finance, Management, Sales, Leadership, Salesforce.com
Education
DePaul University 1990 — 1996
Bachelor of Arts (BA), Marketing and Finance
Harper College 1982 — 1984
General, General Courses
Horizons Window Fashions July 2014 - Present
Brookstone Capital Management August 2013 - March 2014
Sheerly Elegant August 2005 - September 2013
Molyneaux Financial Group/MassMutual Insurance Co. May 1996 - January 2000
Molyneaux Financial Group/Connecticut Mutual Agency January 1993 - May 1996
Connecticut Mutual 1991 - 1992
First Investors 1987 - 1991
Walden Investment Management Co ltd 1986 - 1987
PepsiCo January 1984 - June 1986
Motorola Solutions January 1980 - December 1983
Skills
Insurance, CRM, Employee Benefits, Retirement, Analysis, Loans, Finance, Management, Sales, Leadership, Salesforce.com
Education
DePaul University 1990 — 1996
Bachelor of Arts (BA), Marketing and Finance
Harper College 1982 — 1984
General, General Courses
Dolores Lovallo Dolores Lovallo's Connecticut Mutual Experience January 1983 - December 1995
Job applications and systems programmer
Industry Computer Software
Experience
Main Street America group December 2012 - September 2013
IBM December 1995 - September 2011
Connecticut Mutual January 1983 - December 1995
Skills
COBOL, Assembly Language, C Programming, FOCUS, Systems Analysis, Computer Science, CICS, CICSPlex SM, MQSeries, SQL, C, Software Development, WebSphere MQ, Visual Basic
Education
Hillsborough Community College 2012 — 2013
certificate, Computer Programming, 4.0
University of New Haven 1983 — 1989
Master of Science (M.S.), Computer and information technology, 3.75
Computer processing Institute
Certificate, Advanced business and information technology
University of South Florida
Bachelor of Arts (B.A.), Psychology
Main Street America group December 2012 - September 2013
IBM December 1995 - September 2011
Connecticut Mutual January 1983 - December 1995
Skills
COBOL, Assembly Language, C Programming, FOCUS, Systems Analysis, Computer Science, CICS, CICSPlex SM, MQSeries, SQL, C, Software Development, WebSphere MQ, Visual Basic
Education
Hillsborough Community College 2012 — 2013
certificate, Computer Programming, 4.0
University of New Haven 1983 — 1989
Master of Science (M.S.), Computer and information technology, 3.75
Computer processing Institute
Certificate, Advanced business and information technology
University of South Florida
Bachelor of Arts (B.A.), Psychology
David Beed David Beed's Connecticut Mutual Experience 1991 - 1996
Job Founder and President of Executive Quest International
Industry Financial Services
Experience
Executive Quest, International January 1996 - Present
The Santa Fe Group 1995 - Present
Connecticut Mutual 1991 - 1996
Blue Cross Blue Shield of NJ 1989 - 1991
Transamerica 1983 - 1989
Corporate Insurance Management (CIMA) 1978 - 1983
Skills
Insurance, Mergers, Strategic Planning, Executive Management, Investments, Risk Management, Financial Services, Business Strategy, Strategic Financial..., Start-ups, Management Consulting, New Business Development, Asset Managment, Wealth Management, Due Diligence, Mergers & Acquisitions, Financial Risk, Strategy, Leadership, Life Insurance, Management, Analysis, Employee Benefits, Business Development, Consulting, Finance, Marketing, Small Business, Asset Management, Portfolio Management, Entrepreneurship, Private Equity, Strategic Partnerships, Venture Capital, Financial Modeling, Corporate Finance, Business Planning, Financial Analysis, Corporate Development, Restructuring, Valuation, Financial Advisory, Mutual Funds, Business, Retirement Planning, Investment Banking, Banking, Securities, Corporate Governance, Hedge Funds
Education
American College of Corporate Directors 2010 — 2014
Advanced Professional Director Certification
University of Virginia Darden School of Business 1991 — 1995
Executive Programs; 1991, 1992, 1994, and 1995
Stanford University Graduate School of Business 1990 — 1993
Executive Programs, 1990 and 1993
University of Iowa 1963 — 1967
BA, Political Science
Executive Quest, International January 1996 - Present
The Santa Fe Group 1995 - Present
Connecticut Mutual 1991 - 1996
Blue Cross Blue Shield of NJ 1989 - 1991
Transamerica 1983 - 1989
Corporate Insurance Management (CIMA) 1978 - 1983
Skills
Insurance, Mergers, Strategic Planning, Executive Management, Investments, Risk Management, Financial Services, Business Strategy, Strategic Financial..., Start-ups, Management Consulting, New Business Development, Asset Managment, Wealth Management, Due Diligence, Mergers & Acquisitions, Financial Risk, Strategy, Leadership, Life Insurance, Management, Analysis, Employee Benefits, Business Development, Consulting, Finance, Marketing, Small Business, Asset Management, Portfolio Management, Entrepreneurship, Private Equity, Strategic Partnerships, Venture Capital, Financial Modeling, Corporate Finance, Business Planning, Financial Analysis, Corporate Development, Restructuring, Valuation, Financial Advisory, Mutual Funds, Business, Retirement Planning, Investment Banking, Banking, Securities, Corporate Governance, Hedge Funds
Education
American College of Corporate Directors 2010 — 2014
Advanced Professional Director Certification
University of Virginia Darden School of Business 1991 — 1995
Executive Programs; 1991, 1992, 1994, and 1995
Stanford University Graduate School of Business 1990 — 1993
Executive Programs, 1990 and 1993
University of Iowa 1963 — 1967
BA, Political Science
John Muth John Muth's Connecticut Mutual Experience June 1985 - June 1989
Job Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 1996 - Present
Blue Cross Blue Shield of Wisconsin May 1993 - July 1996
Connecticut Mutual June 1985 - June 1989
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Succession Planning, Investments, Business Planning, Life Insurance, Financial Advisory, Financial Planners, Finance, Securities, Strategy, Insurance, Tax, Wealth Management, Financial Planning, Mutual Funds, Retirement, Financial Services, Strategic Planning
Education
National Association of Estate Planners & Councils 2010 — 2014
Accredited Estate Planner, Estate Planning
American College 1997 — 2014
CLU, Chartered Life Underwriter
College for Financial Planning 1988 — 2014
CFP, Certified Financial Planner
Marquette University Law School 1989 — 1992
Juris Doctor, Law
Santa Clara University 1981 — 1985
Bachelor of Arts, History
Marquette University High School 1977 — 1981
High School, Liberal Arts and Sciences, General Studies and Humanities
Northwestern Mutual July 1996 - Present
Blue Cross Blue Shield of Wisconsin May 1993 - July 1996
Connecticut Mutual June 1985 - June 1989
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Succession Planning, Investments, Business Planning, Life Insurance, Financial Advisory, Financial Planners, Finance, Securities, Strategy, Insurance, Tax, Wealth Management, Financial Planning, Mutual Funds, Retirement, Financial Services, Strategic Planning
Education
National Association of Estate Planners & Councils 2010 — 2014
Accredited Estate Planner, Estate Planning
American College 1997 — 2014
CLU, Chartered Life Underwriter
College for Financial Planning 1988 — 2014
CFP, Certified Financial Planner
Marquette University Law School 1989 — 1992
Juris Doctor, Law
Santa Clara University 1981 — 1985
Bachelor of Arts, History
Marquette University High School 1977 — 1981
High School, Liberal Arts and Sciences, General Studies and Humanities
Katy Klarnet's Connecticut Mutual Experience 1978 - 1994
Job Library Professional
Industry Libraries
Experience
Old Lyme Public Library & East Lyme Public Library June 2012 - Present
Conard High School 2001 - 2011
Newington Public Library 1997 - 2001
Connecticut Mutual 1978 - 1994
WFSB TV 1977 - 1978
Mintz & Hoke Communications Group 1976 - 1977
Skills
Information Literacy, Library, Collection Development, Web 2.0, Library Instruction, Library Management, Electronic Resources, Virtual Reference, Cataloging, Instructional Technology
Education
Cornell University
BA
Southern Connecticut State University
MLS
Old Lyme Public Library & East Lyme Public Library June 2012 - Present
Conard High School 2001 - 2011
Newington Public Library 1997 - 2001
Connecticut Mutual 1978 - 1994
WFSB TV 1977 - 1978
Mintz & Hoke Communications Group 1976 - 1977
Skills
Information Literacy, Library, Collection Development, Web 2.0, Library Instruction, Library Management, Electronic Resources, Virtual Reference, Cataloging, Instructional Technology
Education
Cornell University
BA
Southern Connecticut State University
MLS
Jane Tessier's Connecticut Mutual Experience 1977 - 1979
Job
Industry Management Consulting
Experience
Bergeron Associates January 2000 - Present
Radianse, Inc December 2000 - September 2006
Edgewater Technology, Inc July 1992 - March 1998
Logica North American, Inc. formerly Data Architects, Inc July 1982 - June 1992
LFE Corporation June 1981 - June 1982
GTE Laboratories October 1980 - May 1981
SmithKline Clinical Laboratories October 1979 - October 1980
MassMutual formerly Connecticut Mutual Life Insurance Company July 1977 - August 1979
Connecticut Mutual 1977 - 1979
Skills
Employee Relations, Employee Benefits, Human Resources, Professional Services, Recruiting, Talent Management, Strategy, Personnel Management, Temporary Placement, Workforce Planning, Talent Acquisition, Management Consulting, Mergers & Acquisitions, Performance Management
Education
Connecticut Technical Institute 1976 — 1977
Associates Degree, Business Administration
Boston College
Bachelors Program, Psychology
Bergeron Associates January 2000 - Present
Radianse, Inc December 2000 - September 2006
Edgewater Technology, Inc July 1992 - March 1998
Logica North American, Inc. formerly Data Architects, Inc July 1982 - June 1992
LFE Corporation June 1981 - June 1982
GTE Laboratories October 1980 - May 1981
SmithKline Clinical Laboratories October 1979 - October 1980
MassMutual formerly Connecticut Mutual Life Insurance Company July 1977 - August 1979
Connecticut Mutual 1977 - 1979
Skills
Employee Relations, Employee Benefits, Human Resources, Professional Services, Recruiting, Talent Management, Strategy, Personnel Management, Temporary Placement, Workforce Planning, Talent Acquisition, Management Consulting, Mergers & Acquisitions, Performance Management
Education
Connecticut Technical Institute 1976 — 1977
Associates Degree, Business Administration
Boston College
Bachelors Program, Psychology
Gladys Rivera's Connecticut Mutual Experience 1989 - 1995
Job Senior Marketing Manager at Connecticut Innovations
Industry Venture Capital & Private Equity
Experience
Connecticut Geeen Bank October 2011 - Present
East Hartford Democratic Town Committee 2010 - Present
Meeting Professionals International 2001 - Present
American Marketing Association 2001 - Present
CICD Puerto Rican Parade, Hartford January 1981 - Present
Connecticut Innovations January 2001 - October 2011
Connecticut Clean Energy Fund 2001 - 2010
Town of East Hartford 2003 - 2005
Halloran & Sage LLP 1999 - 2001
Connecticut Mutual 1989 - 1995
Skills
Strategic Planning, Public Speaking, Marketing Communications, Negotiation, Marketing Strategy, Fundraising, Public Relations, Marketing, Event Planning, New Business Development, Budgets, Project Management, Social Media Marketing, Entrepreneurship, Social Media, Start-ups, Event Management, Business Planning, Business Development, Business Strategy, Contract Negotiation, Community Outreach, Project Planning, Leadership, Research, Nonprofits, Program Management, Management, Team Leadership, Advertising, Strategic Partnerships, Customer Service, Team Building, Social Networking, Strategy, Analysis, Trade Shows, Product Development, Email Marketing, Online Marketing, Time Management, Market Research, Strategic Communications, Product Marketing, Media Relations, Online Advertising, Marketing Management, Integrated Marketing, Direct Marketing, Corporate Communications
Education
Hartford Public High School 1973 — 1977
Manhattan College
Connecticut Geeen Bank October 2011 - Present
East Hartford Democratic Town Committee 2010 - Present
Meeting Professionals International 2001 - Present
American Marketing Association 2001 - Present
CICD Puerto Rican Parade, Hartford January 1981 - Present
Connecticut Innovations January 2001 - October 2011
Connecticut Clean Energy Fund 2001 - 2010
Town of East Hartford 2003 - 2005
Halloran & Sage LLP 1999 - 2001
Connecticut Mutual 1989 - 1995
Skills
Strategic Planning, Public Speaking, Marketing Communications, Negotiation, Marketing Strategy, Fundraising, Public Relations, Marketing, Event Planning, New Business Development, Budgets, Project Management, Social Media Marketing, Entrepreneurship, Social Media, Start-ups, Event Management, Business Planning, Business Development, Business Strategy, Contract Negotiation, Community Outreach, Project Planning, Leadership, Research, Nonprofits, Program Management, Management, Team Leadership, Advertising, Strategic Partnerships, Customer Service, Team Building, Social Networking, Strategy, Analysis, Trade Shows, Product Development, Email Marketing, Online Marketing, Time Management, Market Research, Strategic Communications, Product Marketing, Media Relations, Online Advertising, Marketing Management, Integrated Marketing, Direct Marketing, Corporate Communications
Education
Hartford Public High School 1973 — 1977
Manhattan College
melinda macca's Connecticut Mutual Experience November 1989 - October 1994
Job Lower Elementary Teacher at Cobb School, Montessori
Industry Education Management
Experience
Northwestern University July 2011 - July 2011
Cobb School, Montessori 2010 - June 2011
Montessori School of Greater Hartford September 2002 - June 2005
Connecticut Mutual November 1989 - October 1994
Price Waterhouse January 1987 - October 1989
Coopers & Lybrand December 1983 - December 1986
Education
The University of Connecticut 2010 — 2012
6th Year Degree, Gifted Education and Talent Development
Saint Joseph College 2006 — 2008
MA, Education
International Foundation for Montessori Studies-Bergamo Italy 2001 — 2002
AMI Diploma, Elementary
Miami University 1978 — 1982
Bachelor of Philosophy, International Studies
Northwestern University July 2011 - July 2011
Cobb School, Montessori 2010 - June 2011
Montessori School of Greater Hartford September 2002 - June 2005
Connecticut Mutual November 1989 - October 1994
Price Waterhouse January 1987 - October 1989
Coopers & Lybrand December 1983 - December 1986
Education
The University of Connecticut 2010 — 2012
6th Year Degree, Gifted Education and Talent Development
Saint Joseph College 2006 — 2008
MA, Education
International Foundation for Montessori Studies-Bergamo Italy 2001 — 2002
AMI Diploma, Elementary
Miami University 1978 — 1982
Bachelor of Philosophy, International Studies
Susan D. Pierce, CLU's Connecticut Mutual Experience 1986 - 1992
Job Director of Life Competition at MetLife
Industry Insurance
Experience
MetLife December 2011 - Present
MetLife 2005 - December 2011
Travelers Life & Annuity 1998 - 2005
MassMutual 1992 - 1998
Connecticut Mutual 1986 - 1992
Education
Eastern Connecticut State University 1980 — 1984
BA
MetLife December 2011 - Present
MetLife 2005 - December 2011
Travelers Life & Annuity 1998 - 2005
MassMutual 1992 - 1998
Connecticut Mutual 1986 - 1992
Education
Eastern Connecticut State University 1980 — 1984
BA
Lisa Hazerjian's Connecticut Mutual Experience May 1990 - May 1993
Job Senior Instructional Designer/Project Manager at EMC
Industry Computer Hardware
Experience
EMC August 2009 - Present
Iconics December 2008 - July 2009
Micros-Retail (Datavantage) October 2001 - November 2008
TJX October 1999 - October 2001
TJX January 1994 - October 1999
Tufts Health Plan May 1993 - January 1994
Connecticut Mutual May 1990 - May 1993
The Hartford Courant July 1983 - May 1990
Skills
SnagIt, Articulate Studio, Storyline, Software Documentation, Instructional Design, E-Learning, Online Help, Technical Documentation, Testing, Project Management, Quality Assurance, Integration, Databases, Captivate, Training, Technical Training, Needs Analysis, Management, Technical Writing, Program Management
Education
The University of Connecticut 1985 — 1987
Roger Williams University 1983 — 1985
EMC August 2009 - Present
Iconics December 2008 - July 2009
Micros-Retail (Datavantage) October 2001 - November 2008
TJX October 1999 - October 2001
TJX January 1994 - October 1999
Tufts Health Plan May 1993 - January 1994
Connecticut Mutual May 1990 - May 1993
The Hartford Courant July 1983 - May 1990
Skills
SnagIt, Articulate Studio, Storyline, Software Documentation, Instructional Design, E-Learning, Online Help, Technical Documentation, Testing, Project Management, Quality Assurance, Integration, Databases, Captivate, Training, Technical Training, Needs Analysis, Management, Technical Writing, Program Management
Education
The University of Connecticut 1985 — 1987
Roger Williams University 1983 — 1985
Patti Aselton's Connecticut Mutual Experience 1987 - 1996
Job Auditor at DCAA
Industry Government Administration
Experience
Defense Contract Audit Agency June 2014 - May 2015
FDIC July 2010 - April 2014
Atlantic Coast Financial Services and AAXA January 2006 - February 2010
TelConsulting October 2001 - December 2005
BTI Telecommunications May 2000 - June 2001
Interpath Communications February 1999 - March 2000
Mass Mutual March 1996 - April 1996
Connecticut Mutual 1987 - 1996
Skills
Financial Analysis, Accounting, Project Management, Management, Finance, Customer Service, Strategic Planning, Budgets, Training, Account Management, Analysis, Sales, Loans, Process Improvement, Risk Management, Auditing, Negotiation, Sales Operations, Networking, Telecommunications, Vendor Management, Contract Negotiation, Purchasing, Contract Management, Solution Selling, New Business Development, Expense Management, Telecom Expense..., Residential Mortgages, Relationship Management, Financial Audits, Expense Allocation, ERISA, FAR
Education
University of North Carolina at Wilmington 2001 — 2003
BS, Accounting
Defense Contract Audit Agency June 2014 - May 2015
FDIC July 2010 - April 2014
Atlantic Coast Financial Services and AAXA January 2006 - February 2010
TelConsulting October 2001 - December 2005
BTI Telecommunications May 2000 - June 2001
Interpath Communications February 1999 - March 2000
Mass Mutual March 1996 - April 1996
Connecticut Mutual 1987 - 1996
Skills
Financial Analysis, Accounting, Project Management, Management, Finance, Customer Service, Strategic Planning, Budgets, Training, Account Management, Analysis, Sales, Loans, Process Improvement, Risk Management, Auditing, Negotiation, Sales Operations, Networking, Telecommunications, Vendor Management, Contract Negotiation, Purchasing, Contract Management, Solution Selling, New Business Development, Expense Management, Telecom Expense..., Residential Mortgages, Relationship Management, Financial Audits, Expense Allocation, ERISA, FAR
Education
University of North Carolina at Wilmington 2001 — 2003
BS, Accounting
S. Lamont McEvitt CPM's Connecticut Mutual Experience 1991 - 1993
Job Information Technology Project Manager
Industry Computer Software
Experience
Experimental Aircraft Association 2010 - Present
S L McEvitt Associates May 1985 - 2012
Prudential (Corporate Headquarters) 1997 - 2002
Blue Cross Blue Shield of Maryland 1995 - 1997
Integrated Systems Resources 1993 - 1995
Connecticut Mutual 1991 - 1993
Skills
Certified Project..., Project Turnaround, PMP, Business Analysis, Software Project..., Program Management, Team Building, Enterprise Architecture, Integration, Requirements Analysis, Business, Vendor Management, Business Process Design, Benchmarking, Negotiation, Process Optimization, Full Life Cycle..., Matrix Management, Turnaround Experience, Executive Collaboration, Best Practices, Stakeholder Engagement, Compliance, IT Planning
Education
Charter Oak State College
Bachelor of Science (BS), Information Technology and Management, 4.0
Charter Oak State College
Certificate, Project Management, 4.0
Duquesne University 1964 — 1969
Experimental Aircraft Association 2010 - Present
S L McEvitt Associates May 1985 - 2012
Prudential (Corporate Headquarters) 1997 - 2002
Blue Cross Blue Shield of Maryland 1995 - 1997
Integrated Systems Resources 1993 - 1995
Connecticut Mutual 1991 - 1993
Skills
Certified Project..., Project Turnaround, PMP, Business Analysis, Software Project..., Program Management, Team Building, Enterprise Architecture, Integration, Requirements Analysis, Business, Vendor Management, Business Process Design, Benchmarking, Negotiation, Process Optimization, Full Life Cycle..., Matrix Management, Turnaround Experience, Executive Collaboration, Best Practices, Stakeholder Engagement, Compliance, IT Planning
Education
Charter Oak State College
Bachelor of Science (BS), Information Technology and Management, 4.0
Charter Oak State College
Certificate, Project Management, 4.0
Duquesne University 1964 — 1969
Drew Hannah's Connecticut Mutual Experience 1983 - 1994
Job Senior Account Manager at Burgess
Industry Computer Software
Experience
Burgess Group, LLC July 2015 - Present
Sefas Innovation June 2014 - June 2015
GMC Software Technology August 2012 - 2014
SalesMarc Consulting December 2009 - August 2012
LRS April 2004 - August 2009
Tampa Bay Systems June 2000 - April 2004
Micro Focus 1994 - 1999
Connecticut Mutual 1983 - 1994
Skills
New Business Development, Software Sales, Solution Selling, Consultative Selling, SaaS, Software Industry, Selling, Healthcare Information..., Health Insurance, Document Management, Enterprise Software, Complex Sales, Strategic Partnerships, Business Alliances, Salesforce.com, Account Management, Enterprise Content..., Business Development, Sales, Leadership, Harmonica, Keyboardist, Drums, Customer Communication, Sales Process, Professional Services, Marketing, Direct Sales, Sales Presentations, Lead Generation, CRM, Strategic Planning, Cloud Computing, Channel Partners, Product Management
Education
Union College
BA
Avon Old Farms
Burgess Group, LLC July 2015 - Present
Sefas Innovation June 2014 - June 2015
GMC Software Technology August 2012 - 2014
SalesMarc Consulting December 2009 - August 2012
LRS April 2004 - August 2009
Tampa Bay Systems June 2000 - April 2004
Micro Focus 1994 - 1999
Connecticut Mutual 1983 - 1994
Skills
New Business Development, Software Sales, Solution Selling, Consultative Selling, SaaS, Software Industry, Selling, Healthcare Information..., Health Insurance, Document Management, Enterprise Software, Complex Sales, Strategic Partnerships, Business Alliances, Salesforce.com, Account Management, Enterprise Content..., Business Development, Sales, Leadership, Harmonica, Keyboardist, Drums, Customer Communication, Sales Process, Professional Services, Marketing, Direct Sales, Sales Presentations, Lead Generation, CRM, Strategic Planning, Cloud Computing, Channel Partners, Product Management
Education
Union College
BA
Avon Old Farms
Nancy Wicks's Connecticut Mutual Experience 1985 - 1989
Job Insurance & Financial Services Corporate Communications
Industry Financial Services
Experience
Cove Bay Communications October 2010 - Present
Travelers Insurance April 2007 - November 2010
The Hartford August 2004 - March 2007
Salius Communications 1990 - 1999
Connecticut Mutual 1985 - 1989
Skills
Executive Communications, Crisis Communications, Strategy Development, Internal Communications, Event Planning, Corporate Communications, Strategic Communications, Employee Engagement, Marketing Communications, Strategy, Copywriting, Integrated Marketing, Editing, Public Relations, Advertising, Media Relations, Communication Training, Speech Writing, Newsletters, Recruiting, Press Releases, Content Management, Human Resources, Communications Planning, Reputation Management, Web Content, Publicity
Education
Boston University 1978 — 1980
BS, Journalism
Skidmore College 1975 — 1977
Northfield Mt. Hermon 1971 — 1975
HS
Roedean School 1963 — 1971
Elementary School, Johannesburg, South Africa
Cove Bay Communications October 2010 - Present
Travelers Insurance April 2007 - November 2010
The Hartford August 2004 - March 2007
Salius Communications 1990 - 1999
Connecticut Mutual 1985 - 1989
Skills
Executive Communications, Crisis Communications, Strategy Development, Internal Communications, Event Planning, Corporate Communications, Strategic Communications, Employee Engagement, Marketing Communications, Strategy, Copywriting, Integrated Marketing, Editing, Public Relations, Advertising, Media Relations, Communication Training, Speech Writing, Newsletters, Recruiting, Press Releases, Content Management, Human Resources, Communications Planning, Reputation Management, Web Content, Publicity
Education
Boston University 1978 — 1980
BS, Journalism
Skidmore College 1975 — 1977
Northfield Mt. Hermon 1971 — 1975
HS
Roedean School 1963 — 1971
Elementary School, Johannesburg, South Africa
Theodore Affleck's Connecticut Mutual Experience 1975 - 1996
Job Principal at Theodore E. Affleck, CLU & Associates, LLC
Industry Insurance
Experience
Theodore E. Affleck, CLU & Associates October 1999 - Present
Theodore E. Affleck, CLU & Associates, LLC October 1999 - Present
MassMutual Financial Group 1996 - 1999
Connecticut Mutual 1975 - 1996
Skills
Insurance, Life Insurance, Marketing, Litigation, Retirement Planning, Strategy, Fixed Annuities, Retirement, Strategic Planning, Employee Benefits, Disability Insurance, Underwriting, Investments
Education
Dickinson College 1965 — 1969
B.A., History
Mount Hermon School 1964 — 1965
Theodore E. Affleck, CLU & Associates October 1999 - Present
Theodore E. Affleck, CLU & Associates, LLC October 1999 - Present
MassMutual Financial Group 1996 - 1999
Connecticut Mutual 1975 - 1996
Skills
Insurance, Life Insurance, Marketing, Litigation, Retirement Planning, Strategy, Fixed Annuities, Retirement, Strategic Planning, Employee Benefits, Disability Insurance, Underwriting, Investments
Education
Dickinson College 1965 — 1969
B.A., History
Mount Hermon School 1964 — 1965
Alan Williamson's Connecticut Mutual Experience 1978 - 1997
Job Agent at Lassiter Ware Insurance
Industry Insurance
Experience
21st Century Financial, Inc. 2009 - Present
Lassiter Ware Insurance January 2002 - Present
Mass Mutual Life & MML Investor Services, Inc. 1997 - 2000
Connecticut Mutual Life & GR Phelps & Co. 1978 - 1997
Connecticut Mutual 1978 - 1997
Education
The American College 1984 — 1987
Chartered Life Underwriter & Chartered Financial Consultant, Financial Services
Florida State University - College of Business 1975 — 1978
Risk Management & Insurance
Oxford College of Emory University 1974 — 1975
General
21st Century Financial, Inc. 2009 - Present
Lassiter Ware Insurance January 2002 - Present
Mass Mutual Life & MML Investor Services, Inc. 1997 - 2000
Connecticut Mutual Life & GR Phelps & Co. 1978 - 1997
Connecticut Mutual 1978 - 1997
Education
The American College 1984 — 1987
Chartered Life Underwriter & Chartered Financial Consultant, Financial Services
Florida State University - College of Business 1975 — 1978
Risk Management & Insurance
Oxford College of Emory University 1974 — 1975
General
Ralph Sherman's Connecticut Mutual Experience October 1981 - March 1996
Job Sr Manager at IPD
Industry Computer Software
Experience
Image Process Design (IPD) October 2005 - Present
Hartford Life June 2004 - October 2005
Image Process Design (IPD) March 2000 - June 2004
Sunlife Financial July 1999 - March 2000
Mass Mutual March 1996 - July 1999
Connecticut Mutual October 1981 - March 1996
Skills
FileNet, ECM, Content Management, Business Management, Senior Project Manager, Enterprise Content..., Software Development, Agile Methodologies, Business Process Design, Management, Enterprise Software, Program Management, IT Management, Microsoft SQL Server, XML, Data Center, Integration, Project Management, Business Process, Professional Services, Web Applications, CRM, .NET, Web Services, Software Project..., SDLC, Document Management, SOA, Business Process...
Education
Southern Connecticut State University 1969 — 1973
BS, Biology
Rockville High School
Image Process Design (IPD) October 2005 - Present
Hartford Life June 2004 - October 2005
Image Process Design (IPD) March 2000 - June 2004
Sunlife Financial July 1999 - March 2000
Mass Mutual March 1996 - July 1999
Connecticut Mutual October 1981 - March 1996
Skills
FileNet, ECM, Content Management, Business Management, Senior Project Manager, Enterprise Content..., Software Development, Agile Methodologies, Business Process Design, Management, Enterprise Software, Program Management, IT Management, Microsoft SQL Server, XML, Data Center, Integration, Project Management, Business Process, Professional Services, Web Applications, CRM, .NET, Web Services, Software Project..., SDLC, Document Management, SOA, Business Process...
Education
Southern Connecticut State University 1969 — 1973
BS, Biology
Rockville High School
Rebecca Poucher's Connecticut Mutual Experience 1983 - 1995
Job Retired at Home and beyond...
Industry Information Technology and Services
Experience
Home and beyond... Business AnalystCDI/Jones Lang LasalleNovember 2010 - January 2015
Wachovia Dealer Services April 1999 - April 2010
Connecticut Mutual 1983 - 1995
Skills
Business Analysis, SharePoint, SDLC, Testing, Quality Assurance, Software Documentation, Process Improvement, Visio, Requirements Analysis, Project Management
Education
East Carolina University - College of Business 1997 — 1999
Bachelor of Science (BS), MIS - Decision Sciences
Colorado State University 1967 — 1971
none, Child Development
Home and beyond... Business AnalystCDI/Jones Lang LasalleNovember 2010 - January 2015
Wachovia Dealer Services April 1999 - April 2010
Connecticut Mutual 1983 - 1995
Skills
Business Analysis, SharePoint, SDLC, Testing, Quality Assurance, Software Documentation, Process Improvement, Visio, Requirements Analysis, Project Management
Education
East Carolina University - College of Business 1997 — 1999
Bachelor of Science (BS), MIS - Decision Sciences
Colorado State University 1967 — 1971
none, Child Development
Byron Dean's Connecticut Mutual Experience April 1983 - April 1996
Job Diversity/Cultural Competency / EEO Specialist
Industry Human Resources
Experience
Dean Photo April 2012 - Present
UMass Memorial Medical Center April 2005 - May 2012
Connecticut Mutual April 1983 - April 1996
Connecticut Mutual Life 1988 - 1995
Connecticut Mutual Life Insurance 1987 - 1995
3M Business Products February 1978 - February 1984
Skills
Personnel Management, Fundraising, Process Improvement, Change Management, Leadership Development, Policy, Strategic Planning, Talent Management, Insurance, Performance Management, Recruiting, Non-profits, Analysis
Education
Luther College 1967 — 1971
BA, Speech and Theatre
Dean Photo April 2012 - Present
UMass Memorial Medical Center April 2005 - May 2012
Connecticut Mutual April 1983 - April 1996
Connecticut Mutual Life 1988 - 1995
Connecticut Mutual Life Insurance 1987 - 1995
3M Business Products February 1978 - February 1984
Skills
Personnel Management, Fundraising, Process Improvement, Change Management, Leadership Development, Policy, Strategic Planning, Talent Management, Insurance, Performance Management, Recruiting, Non-profits, Analysis
Education
Luther College 1967 — 1971
BA, Speech and Theatre
Phil Coons's Connecticut Mutual Experience 1981 - 1996
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Open Solutions May 2000 - Present
Fleet Bank July 1997 - April 2000
MassMutual 1996 - 1997
Connecticut Mutual Life Insurance Company 1981 - 1996
Connecticut mutual 1981 - 1996
Connecticut Mutual Life Ins. Co. 1981 - 1995
Skills
ASP.NET, Application Development, Middleware, SQL Server, Web Services, Visual Basic, XML, ASP, Web Applications, OOP, Databases, Architecture, Integration, C#, Agile, WCF, .NET, Relational Databases, XSLT, jQuery, CSS, Web Development, HTML, SQL, IIS, SOA, SDLC, LINQ, ADO.NET, T-SQL, VB.NET, JavaScript, ASP.NET MVC, Entity Framework, AJAX, SOAP, VBScript, TDD, MVC, SSIS, Scrum, SQL Server 2000-2008, Software Development, PL/SQL, Stored Procedures, Agile Methodologies, Microsoft SQL Server, Apache, Oracle, Java
Education
Rensselaer Polytechnic Institute 1982 — 1984
M.S., Environmental Engineering
Cornell University 1969 — 1973
B.S., Biology
Open Solutions May 2000 - Present
Fleet Bank July 1997 - April 2000
MassMutual 1996 - 1997
Connecticut Mutual Life Insurance Company 1981 - 1996
Connecticut mutual 1981 - 1996
Connecticut Mutual Life Ins. Co. 1981 - 1995
Skills
ASP.NET, Application Development, Middleware, SQL Server, Web Services, Visual Basic, XML, ASP, Web Applications, OOP, Databases, Architecture, Integration, C#, Agile, WCF, .NET, Relational Databases, XSLT, jQuery, CSS, Web Development, HTML, SQL, IIS, SOA, SDLC, LINQ, ADO.NET, T-SQL, VB.NET, JavaScript, ASP.NET MVC, Entity Framework, AJAX, SOAP, VBScript, TDD, MVC, SSIS, Scrum, SQL Server 2000-2008, Software Development, PL/SQL, Stored Procedures, Agile Methodologies, Microsoft SQL Server, Apache, Oracle, Java
Education
Rensselaer Polytechnic Institute 1982 — 1984
M.S., Environmental Engineering
Cornell University 1969 — 1973
B.S., Biology
Jeffrey Leitz's Connecticut Mutual Experience 1983 - 1995
Job CEO, Walbridge Capital Advisors, LLC
Industry Financial Services
Experience
Walbridge Capital Advisors, LLC 2008 - Present
Society of Actuaries 1985 - 2010
Walbridge Capital Group 2006 - 2008
Towers Perrin 2001 - 2006
Travelers Life & Annuity 1995 - 2000
Connecticut Mutual 1983 - 1995
MassMutual 1983 - 1995
Skills
Equities, Enterprise Risk..., Valuation, Investments, Risk Management, Strategy, Hedge Funds, Financial Risk, Alternative Investments, Funding, Financial Advisory, Asset Management, Management, Financial Modeling, Portfolio Management
Education
University of Connecticut 1979 — 1983
BS, Actuarial Science / Mathematics
Harvard Kennedy School of Government
Behavioral Finance
Aresty Institute, Wharton School
ALM & Risk Management
Society of Actuaries
FSA, CERA Chartered Enterprise Risk Analyst, Fellow, Actuarial Science
Walbridge Capital Advisors, LLC 2008 - Present
Society of Actuaries 1985 - 2010
Walbridge Capital Group 2006 - 2008
Towers Perrin 2001 - 2006
Travelers Life & Annuity 1995 - 2000
Connecticut Mutual 1983 - 1995
MassMutual 1983 - 1995
Skills
Equities, Enterprise Risk..., Valuation, Investments, Risk Management, Strategy, Hedge Funds, Financial Risk, Alternative Investments, Funding, Financial Advisory, Asset Management, Management, Financial Modeling, Portfolio Management
Education
University of Connecticut 1979 — 1983
BS, Actuarial Science / Mathematics
Harvard Kennedy School of Government
Behavioral Finance
Aresty Institute, Wharton School
ALM & Risk Management
Society of Actuaries
FSA, CERA Chartered Enterprise Risk Analyst, Fellow, Actuarial Science
Linda Gintel's Connecticut Mutual Experience June 1978 - December 1979
Job Owner Stay On Cosmetics and Sales Associate at Carlisle
Industry Cosmetics
Experience
Carlisle Collection January 2007 - Present
Stay on Cosmetics May 2001 - Present
Saks Fifth Avenue 2012 - 2013
Saks Fifth Avenue 2012 - 2013
Connecticut Mutual June 1978 - December 1979
WOR-TV in New York City January 1972 - March 1977
Skills
Fashion, Apparel, cosmetics, Advertising, Independent Distributor..., Sales Associate with..., TX, Cosmetics, Beauty Industry, Marketing, Customer Service, Event Planning, Skin Care, Retail, Styling, Wardrobe, Merchandising, Public Speaking, Sales, Social Media Marketing, Social Networking, Marketing Strategy, Public Relations, Event Management, Personal Shopping, Luxury, Makeup Artistry, Photography
Education
American School in Switzerland PG 66 1967 — 1970
University of Texas in Austin, BS Radio TV Film
The University of Texas at Austin 1966 — 1970
BS, Radio Television Film
Carlisle Collection January 2007 - Present
Stay on Cosmetics May 2001 - Present
Saks Fifth Avenue 2012 - 2013
Saks Fifth Avenue 2012 - 2013
Connecticut Mutual June 1978 - December 1979
WOR-TV in New York City January 1972 - March 1977
Skills
Fashion, Apparel, cosmetics, Advertising, Independent Distributor..., Sales Associate with..., TX, Cosmetics, Beauty Industry, Marketing, Customer Service, Event Planning, Skin Care, Retail, Styling, Wardrobe, Merchandising, Public Speaking, Sales, Social Media Marketing, Social Networking, Marketing Strategy, Public Relations, Event Management, Personal Shopping, Luxury, Makeup Artistry, Photography
Education
American School in Switzerland PG 66 1967 — 1970
University of Texas in Austin, BS Radio TV Film
The University of Texas at Austin 1966 — 1970
BS, Radio Television Film
Viesia Kupis's Connecticut Mutual Experience 1983 - 1996
Job Program Manager at Unisys
Industry Information Technology and Services
Experience
Unisys November 2007 - February 2011
CSC August 2003 - February 2007
CSC April 2002 - August 2003
CSC November 1999 - April 2002
CSC February 1998 - November 1999
IBM Global Services January 1996 - February 1998
Connecticut Mutual Life Insurance Company Connecticut Mutual Life Insurance Company January 1984 - January 1996
Connecticut Mutual 1983 - 1996
Skills
Disaster Recovery, ITIL, SDLC, Project Management, Enterprise Software, Process Improvement, Program Management, Cross-functional Team..., Management
Education
University of Hartford 1989 — 1991
MBA, Business
Central Connecticut State University
BS, Computer Science
Unisys November 2007 - February 2011
CSC August 2003 - February 2007
CSC April 2002 - August 2003
CSC November 1999 - April 2002
CSC February 1998 - November 1999
IBM Global Services January 1996 - February 1998
Connecticut Mutual Life Insurance Company Connecticut Mutual Life Insurance Company January 1984 - January 1996
Connecticut Mutual 1983 - 1996
Skills
Disaster Recovery, ITIL, SDLC, Project Management, Enterprise Software, Process Improvement, Program Management, Cross-functional Team..., Management
Education
University of Hartford 1989 — 1991
MBA, Business
Central Connecticut State University
BS, Computer Science
Thomas Maas's Connecticut Mutual Experience 1982 - 1996
Job at Vertex Inc
Industry Insurance
Experience
Ebix Consulting April 2011 - Present
The Life and Annuity Group November 2007 - September 2010
MetLife July 2005 - November 2007
Travelers Life & Annuity 1997 - 2006
MassMutual Financial Group 1996 - 1997
Connecticut Mutual Life Insurance 1983 - 1996
Connecticut Mutual 1982 - 1996
Education
University of Hartford 1973 — 1977
Bachelor of Music, Violin Performance
Ebix Consulting April 2011 - Present
The Life and Annuity Group November 2007 - September 2010
MetLife July 2005 - November 2007
Travelers Life & Annuity 1997 - 2006
MassMutual Financial Group 1996 - 1997
Connecticut Mutual Life Insurance 1983 - 1996
Connecticut Mutual 1982 - 1996
Education
University of Hartford 1973 — 1977
Bachelor of Music, Violin Performance
Janet Pratt's Connecticut Mutual Experience May 1982 - May 1983
Job Sr. Retirement Plan Specialist at Financial Engines
Industry Financial Services
Experience
Financial Engines August 2006 - Present
Bangor Savings Bank December 1995 - August 2006
Fleet Bank November 1992 - December 1995
Kostin, Ruffkess & Company, LLC April 1988 - November 1992
Connecticut Mutual Life August 1984 - April 1988
Williams & Brooke May 1983 - August 1984
Connecticut Mutual May 1982 - May 1983
Reid & Riege January 1977 - May 1982
Skills
401k, Retirement, Asset Allocation, Retirement Planning, Defined Benefit, Defined Contribution, Employee Benefits
Education
The University of Connecticut School of Law 1979 — 1983
JD
Franklin & Marshall College 1969 — 1973
BA, American Studies
Financial Engines August 2006 - Present
Bangor Savings Bank December 1995 - August 2006
Fleet Bank November 1992 - December 1995
Kostin, Ruffkess & Company, LLC April 1988 - November 1992
Connecticut Mutual Life August 1984 - April 1988
Williams & Brooke May 1983 - August 1984
Connecticut Mutual May 1982 - May 1983
Reid & Riege January 1977 - May 1982
Skills
401k, Retirement, Asset Allocation, Retirement Planning, Defined Benefit, Defined Contribution, Employee Benefits
Education
The University of Connecticut School of Law 1979 — 1983
JD
Franklin & Marshall College 1969 — 1973
BA, American Studies
Jonathan Spiegel's Connecticut Mutual Experience December 1983 - September 1986
Job Doing this work for 45 years!
Industry Management Consulting
Experience
ITO Consulting Group March 2004 - Present
Charter Oak Consulting Group August 1986 - February 2004
Connecticut Mutual December 1983 - September 1986
Skills
Executive Development, Executive Coaching, 360 Feedback, Culture Change, MBTI, Leadership Development, Emotional Intelligence, Organizational..., Management Development, Workshop Facilitation, Organizational Design
Education
University of Massachusetts, Amherst 1972 — 1978
MEd, Counseling Psychology
Queens College 1965 — 1972
BA, Human Relations/Communications/Geology
ITO Consulting Group March 2004 - Present
Charter Oak Consulting Group August 1986 - February 2004
Connecticut Mutual December 1983 - September 1986
Skills
Executive Development, Executive Coaching, 360 Feedback, Culture Change, MBTI, Leadership Development, Emotional Intelligence, Organizational..., Management Development, Workshop Facilitation, Organizational Design
Education
University of Massachusetts, Amherst 1972 — 1978
MEd, Counseling Psychology
Queens College 1965 — 1972
BA, Human Relations/Communications/Geology
Michael Wiernasz's Connecticut Mutual Experience 1985 - 1997
Job 1
Industry Insurance
Experience
Aetna January 2010 - Present
Connecticut Mutual 1985 - 1997
Education
Central Connecticut State University 1980 — 1985
BA, Mathematics
Aetna January 2010 - Present
Connecticut Mutual 1985 - 1997
Education
Central Connecticut State University 1980 — 1985
BA, Mathematics
Christine Fahnestock's Connecticut Mutual Experience January 1976 - July 1980
Job Principal at Fahnestock & Associates, LLC
Industry Management Consulting
Experience
Fahnestock & Associates, LLC--Executive Consulting Services June 1999 - Present
Northeast Utilites August 1980 - June 1999
Connecticut Mutual January 1976 - July 1980
Skills
Executive Coaching, Succession Planning, Executive Assessment, Live 360 Surveys for..., See for examples of our..., 360 Feedback, Talent Management, Organizational..., Leadership Development, Coaching, Leadership, Interviews, Start-ups, Executive Management, Career Development, Management
Education
University of Hartford
Masters in Organizational Behavior, Organization Development
Fahnestock & Associates, LLC--Executive Consulting Services June 1999 - Present
Northeast Utilites August 1980 - June 1999
Connecticut Mutual January 1976 - July 1980
Skills
Executive Coaching, Succession Planning, Executive Assessment, Live 360 Surveys for..., See for examples of our..., 360 Feedback, Talent Management, Organizational..., Leadership Development, Coaching, Leadership, Interviews, Start-ups, Executive Management, Career Development, Management
Education
University of Hartford
Masters in Organizational Behavior, Organization Development
Kevin Vitale's Connecticut Mutual Experience July 1985 - March 1990
Job CEO, J.T. Worhty Consultants
Industry Insurance
Experience
J.T. Worhty Consultants April 1990 - Present
Connecticut Mutual July 1985 - March 1990
Skills
Employee Benefits, Marketing, Sales, Analysis, Executive Benefit..., Non-Qualified Deferred..., Health Plan Funding..., Short & Long Term..., Income Protection..., Group Life, AD&D, Health Plan Designs..., Claims analysis, Salary Continuation..., Dental & Vision Plans, Fixed Costs Analysis, Variable Cost Analysis, Life Insurance, Disability Insurance, Strategy, Retirement, Insurance, Term Life Insurance, Long-term Care, 401k, Health Insurance
Education
University of Rhode Island - College of Business Administration 1976 — 1980
Bachelor of Science (BS), Business Administration/Management/Marketing
J.T. Worhty Consultants April 1990 - Present
Connecticut Mutual July 1985 - March 1990
Skills
Employee Benefits, Marketing, Sales, Analysis, Executive Benefit..., Non-Qualified Deferred..., Health Plan Funding..., Short & Long Term..., Income Protection..., Group Life, AD&D, Health Plan Designs..., Claims analysis, Salary Continuation..., Dental & Vision Plans, Fixed Costs Analysis, Variable Cost Analysis, Life Insurance, Disability Insurance, Strategy, Retirement, Insurance, Term Life Insurance, Long-term Care, 401k, Health Insurance
Education
University of Rhode Island - College of Business Administration 1976 — 1980
Bachelor of Science (BS), Business Administration/Management/Marketing
Brad Pepin's Connecticut Mutual Experience 2004 - 2005
Job Floor safety auditor | Linen Service | Janitorial Supplies
Industry Facilities Services
Experience
Tapco Products Co. MemberBNI2010 - 2015
Connecticut Mutual 2004 - 2005
Blue Chip Group 1996 - 1999
Skills
New Business Development, Account Management, Sales Management, Strategic Planning, Entrepreneurship, Team Building, Contract Negotiation, Sales Process, Sales, Marketing Strategy, Budgets, Sales Operations
Education
Baker University 1990 — 1994
BS, Finance, Economics
Bishop Miege 1983 — 1987
Tapco Products Co. MemberBNI2010 - 2015
Connecticut Mutual 2004 - 2005
Blue Chip Group 1996 - 1999
Skills
New Business Development, Account Management, Sales Management, Strategic Planning, Entrepreneurship, Team Building, Contract Negotiation, Sales Process, Sales, Marketing Strategy, Budgets, Sales Operations
Education
Baker University 1990 — 1994
BS, Finance, Economics
Bishop Miege 1983 — 1987
Naomi Kleinman's Connecticut Mutual Experience 1981 - 2006
Job Vice President at The Phoenix Companies
Industry Insurance
Experience
NIRI CT/W 2011 - Present
The Phoenix Companies December 1996 - Present
Connecticut Mutual 1981 - 2006
Skills
Insurance
Education
University of Pennsylvania - The Wharton School
MBA, Mgmt Science
Dartmouth College
AB, Math
NIRI CT/W 2011 - Present
The Phoenix Companies December 1996 - Present
Connecticut Mutual 1981 - 2006
Skills
Insurance
Education
University of Pennsylvania - The Wharton School
MBA, Mgmt Science
Dartmouth College
AB, Math
Karen Klein Brandt's Connecticut Mutual Experience 1987 - 1990
Job Marketing Director at Brandt Wealth Advisors
Industry Financial Services
Experience
Brandt Wealth Advisors 2010 - Present
Karen Klein Consulting 1991 - 2009
CIGNA Healthcare 1990 - 1991
Connecticut Mutual 1987 - 1990
Chubb LifeAmerica 1982 - 1987
Education
Cornell University
MPS, Communications
Syracuse University - S.I. Newhouse School of Public Communications
BS, Public Relations
Brandt Wealth Advisors 2010 - Present
Karen Klein Consulting 1991 - 2009
CIGNA Healthcare 1990 - 1991
Connecticut Mutual 1987 - 1990
Chubb LifeAmerica 1982 - 1987
Education
Cornell University
MPS, Communications
Syracuse University - S.I. Newhouse School of Public Communications
BS, Public Relations
Jo-Anne Rankin's Connecticut Mutual Experience June 1983 - December 1995
Job Retired
Industry Financial Services
Experience
MassMutual Financial Group August 2002 - December 2014
Arthur Andersen November 1997 - May 2002
Connecticut Mutual June 1983 - December 1995
Skills
Actuarial Science, Financial Risk, Financial Services, Fixed Annuities, Insurance, Investments, Life Insurance, Reinsurance, Retirement, Valuation
Education
Indiana University Bloomington 1981 — 1983
Master of Arts (M.A.), Mathematics
SUNY Binghamton 1977 — 1981
Bachelor's degree, Mathematics and Computer Science
MassMutual Financial Group August 2002 - December 2014
Arthur Andersen November 1997 - May 2002
Connecticut Mutual June 1983 - December 1995
Skills
Actuarial Science, Financial Risk, Financial Services, Fixed Annuities, Insurance, Investments, Life Insurance, Reinsurance, Retirement, Valuation
Education
Indiana University Bloomington 1981 — 1983
Master of Arts (M.A.), Mathematics
SUNY Binghamton 1977 — 1981
Bachelor's degree, Mathematics and Computer Science
Peggy Musgrave's Connecticut Mutual Experience January 1988 - May 1990
Job Development Associate at Asheville School
Industry Education Management
Experience
Asheville School July 2013 - Present
Palmer Trinity School September 2006 - June 2013
Palmer Trinity School September 2006 - June 2013
Missouri Southern International Piano Competition September 2001 - July 2006
Coufal-Isley Sound September 1999 - August 2001
Radiowave Communications October 1997 - August 1999
Caldwell Communications June 1992 - July 1996
MacGillivray, Grosjean & Mahoney September 1991 - May 1992
Connecticut Mutual January 1988 - May 1990
State Mutual of America October 1986 - January 1988
Skills
Fundraising, Non-profits, Public Relations, Staff Development, Editing, Event Planning, Microsoft Excel, Radio Programming, Microsoft Word, Nonprofits, Event Management, Grant Writing, Volunteer Management, Public Speaking, Community Outreach, Research, Training, Higher Education, Social Media
Education
Missouri Southern State University 2004 — 2006
Coursework, English Language and Literature, General
Hilo College 1973 — 1974
Coursework, Anthropology
Monroe Community College 1972 — 1973
AAS Degree, History
Ithaca College
Asheville School July 2013 - Present
Palmer Trinity School September 2006 - June 2013
Palmer Trinity School September 2006 - June 2013
Missouri Southern International Piano Competition September 2001 - July 2006
Coufal-Isley Sound September 1999 - August 2001
Radiowave Communications October 1997 - August 1999
Caldwell Communications June 1992 - July 1996
MacGillivray, Grosjean & Mahoney September 1991 - May 1992
Connecticut Mutual January 1988 - May 1990
State Mutual of America October 1986 - January 1988
Skills
Fundraising, Non-profits, Public Relations, Staff Development, Editing, Event Planning, Microsoft Excel, Radio Programming, Microsoft Word, Nonprofits, Event Management, Grant Writing, Volunteer Management, Public Speaking, Community Outreach, Research, Training, Higher Education, Social Media
Education
Missouri Southern State University 2004 — 2006
Coursework, English Language and Literature, General
Hilo College 1973 — 1974
Coursework, Anthropology
Monroe Community College 1972 — 1973
AAS Degree, History
Ithaca College
Barb Yankauskas's Connecticut Mutual Experience December 1975 - November 1995
Job Sr. Database Administrator at The Hartford
Industry Information Technology and Services
Experience
The Hartford Database ArchitectThe HartfordSeptember 1996 - May 2011
Northeast Utilities November 1995 - September 1996
Connecticut Mutual December 1975 - November 1995
Skills
Oracle Database, Sybase, Perl, Unix&Linux (includes..., awk use), MVS JCL, PL/SQL, COBOL, BAL, APL, Basic, Lisp, C, SQL, MS Sql Server, IIA&IIW, Password Safe, PVCS, Microsoft office 2007..., Data Modeling, Erwin, Data Warehousing, ETL, Database Design, Data Governance, Data Warehouse..., Performance Tuning, Relational Databases, Data Marts, Informatica, DB2, Database Administration, Teradata, Data Analysis
Education
Central Connecticut State University
Bachelor of Arts, Biology, Chemistry
Rensselaer Polytechnic Institute at Hartford
Master of Science, Computer Science
University of Connecticut
post masters, Artificial Intelligence&Robotics
The Hartford Database ArchitectThe HartfordSeptember 1996 - May 2011
Northeast Utilities November 1995 - September 1996
Connecticut Mutual December 1975 - November 1995
Skills
Oracle Database, Sybase, Perl, Unix&Linux (includes..., awk use), MVS JCL, PL/SQL, COBOL, BAL, APL, Basic, Lisp, C, SQL, MS Sql Server, IIA&IIW, Password Safe, PVCS, Microsoft office 2007..., Data Modeling, Erwin, Data Warehousing, ETL, Database Design, Data Governance, Data Warehouse..., Performance Tuning, Relational Databases, Data Marts, Informatica, DB2, Database Administration, Teradata, Data Analysis
Education
Central Connecticut State University
Bachelor of Arts, Biology, Chemistry
Rensselaer Polytechnic Institute at Hartford
Master of Science, Computer Science
University of Connecticut
post masters, Artificial Intelligence&Robotics
Roger B. Roenn CLU, ChFC's Connecticut Mutual Experience June 1969 - May 1983
Job Insurance Broker at Insurance Partners Agency
Industry Insurance
Experience
Insurance Partners Agency October 1996 - Present
Connecticut Mutual June 1969 - May 1983
Skills
Health Insurance, Employee Benefits, Life Insurance, Property & Casualty..., Insurance, Commercial Insurance, Liability, Underwriting, Umbrella Insurance
Education
Ohio University 1965 — 1969
Bachelor of Business Administration (B.B.A.)
Insurance Partners Agency October 1996 - Present
Connecticut Mutual June 1969 - May 1983
Skills
Health Insurance, Employee Benefits, Life Insurance, Property & Casualty..., Insurance, Commercial Insurance, Liability, Underwriting, Umbrella Insurance
Education
Ohio University 1965 — 1969
Bachelor of Business Administration (B.B.A.)
Jody-Marie Frankovits's Connecticut Mutual Experience 1994 - 1996
Job Account Executive at AAA Arizona
Industry Insurance
Experience
AAA Arizona June 2014 - Present
Marsh 2003 - 2006
Executive Risk Indemnity, Inc. 1996 - 2003
Connecticut Mutual 1994 - 1996
Group America 1992 - 1994
MetLife 1987 - 1992
Skills
Customer Service, Call Centers, Insurance, Microsoft Office, Outlook, Microsoft Excel, Customer Satisfaction, Health Insurance, Employee Benefits, Process Improvement, Account Management, Microsoft Word, Data Entry, PowerPoint, Access, Training, Customer Retention, Salesforce.com
Education
St. John's University 1987 — 1992
Bachelor of Science (B.S.), Actuarial Science
Conard High School
AAA Arizona June 2014 - Present
Marsh 2003 - 2006
Executive Risk Indemnity, Inc. 1996 - 2003
Connecticut Mutual 1994 - 1996
Group America 1992 - 1994
MetLife 1987 - 1992
Skills
Customer Service, Call Centers, Insurance, Microsoft Office, Outlook, Microsoft Excel, Customer Satisfaction, Health Insurance, Employee Benefits, Process Improvement, Account Management, Microsoft Word, Data Entry, PowerPoint, Access, Training, Customer Retention, Salesforce.com
Education
St. John's University 1987 — 1992
Bachelor of Science (B.S.), Actuarial Science
Conard High School
Michelle Drouin's Connecticut Mutual Experience October 1994 - December 1995
Job Actuary at Majesco
Industry Information Technology and Services
Experience
Majesco June 2004 - Present
Phoenix Life Insurance Company December 1995 - June 2002
Connecticut Mutual October 1994 - December 1995
Travelers July 1988 - October 1994
Skills
Life Insurance, Fixed Annuities, Variable Annuities, Actuarial Science
Education
Fitchburg State University
Bachelor of Science (BS), Mathematics and Business Administration
Majesco June 2004 - Present
Phoenix Life Insurance Company December 1995 - June 2002
Connecticut Mutual October 1994 - December 1995
Travelers July 1988 - October 1994
Skills
Life Insurance, Fixed Annuities, Variable Annuities, Actuarial Science
Education
Fitchburg State University
Bachelor of Science (BS), Mathematics and Business Administration