Connecticut Mutual Life
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Connecticut Mutual Life Employees
Employee
Years
Job
Industry
Dan Kerner Dan Kerner's Connecticut Mutual Life Experience 1982 - 1991
Job Vice President at M&T Realty Capital
Industry Real Estate
Experience
M&T Realty Capital January 2014 - Present
Commercial Property Capital 2009 - January 2014
Capital Access Associates 2002 - 2009
JP Morgan 1999 - 2001
Criimi Mae 1996 - 1998
Textron 1991 - 1996
Connecticut Mutual Life 1982 - 1991
Northwestern Mutual 1979 - 1982
Skills
Real Estate Economics, Investment Properties, Real Estate, Loans, Disposition, Commercial Mortgages, Banking, Equities, Acquisitions, Investments, Real Estate Financing, Asset Management, Real Estate Development, Valuation, Due Diligence, Brokerage, Commercial Real Estate, Leases, Corporate Real Estate, Property Management, Location Intelligence
Education
Trinity College-Hartford 1988 — 1993
MA, Economics
University of Connecticut 1975 — 1979
BS, Finance
M&T Realty Capital January 2014 - Present
Commercial Property Capital 2009 - January 2014
Capital Access Associates 2002 - 2009
JP Morgan 1999 - 2001
Criimi Mae 1996 - 1998
Textron 1991 - 1996
Connecticut Mutual Life 1982 - 1991
Northwestern Mutual 1979 - 1982
Skills
Real Estate Economics, Investment Properties, Real Estate, Loans, Disposition, Commercial Mortgages, Banking, Equities, Acquisitions, Investments, Real Estate Financing, Asset Management, Real Estate Development, Valuation, Due Diligence, Brokerage, Commercial Real Estate, Leases, Corporate Real Estate, Property Management, Location Intelligence
Education
Trinity College-Hartford 1988 — 1993
MA, Economics
University of Connecticut 1975 — 1979
BS, Finance
John Lauer John Lauer's Connecticut Mutual Life Experience 1984 - 1992
Job President of Northwest Wealth Management, LLC, a wholly owned subsidiary of Northwest Financial Corp
Industry Financial Services
Experience
Northwest Wealth Management 2009 - Present
Compass Financil Advisors 1992 - 2009
Connecticut Mutual Life 1984 - 1992
Skills
Strategic Planning, Investments, New Business Development, Business Strategy, Financial Analysis, Customer Service, Team Building, Insurance, Sales Management, Retirement Planning, Marketing Strategy, Strategic Financial..., Risk Management, Project Management, Negotiation, Mergers, Asset Managment, Public Speaking, Budgets, Wealth Management
Education
Purdue University
Northwest Wealth Management 2009 - Present
Compass Financil Advisors 1992 - 2009
Connecticut Mutual Life 1984 - 1992
Skills
Strategic Planning, Investments, New Business Development, Business Strategy, Financial Analysis, Customer Service, Team Building, Insurance, Sales Management, Retirement Planning, Marketing Strategy, Strategic Financial..., Risk Management, Project Management, Negotiation, Mergers, Asset Managment, Public Speaking, Budgets, Wealth Management
Education
Purdue University
Eric Trout Eric Trout's Connecticut Mutual Life Experience 1984 - 1989
Job Director Of Application Development, MassMutual Financial Group
Industry Financial Services
Experience
MM May 2002 - Present
Cigna 1995 - 1997
Fleet Bank 1993 - 1995
Cigna 1991 - 1993
Connecticut Mutual Life 1984 - 1989
Education
Central Connecticut State University 1989 — 1991
BS, Management Information Systems
MM May 2002 - Present
Cigna 1995 - 1997
Fleet Bank 1993 - 1995
Cigna 1991 - 1993
Connecticut Mutual Life 1984 - 1989
Education
Central Connecticut State University 1989 — 1991
BS, Management Information Systems
Fred Najafi, PMP, CSM Fred Najafi, PMP, CSM's Connecticut Mutual Life Experience February 1987 - January 1996
Job Sr. Delivery Manager at iVision
Industry Information Technology and Services
Experience
iVision November 2011 - Present
Mount Pisgah November 2004 - November 2011
Avalon Enterprise Network Consulting, Inc March 2001 - November 2004
Keller Graduate School of Management September 2003 - February 2004
Gerber Scientific, Inc. July 1998 - March 2001
Command Systems Inc. February 1997 - July 1998
DecisionOne January 1996 - February 1997
Connecticut Mutual Life February 1987 - January 1996
Skills
Project Management, PMP, Team Leadership, Disaster Recovery, SharePoint, Change Management, IT Strategy, Business Analysis, Microsoft Exchange, Data Center, Enterprise Software, Business Process..., SDLC, IT Management, Leadership, Program Management, Cloud Computing, Strategic Planning, Management, Information Technology, Business Intelligence, Process Improvement, Enterprise Architecture, IT Operations, Integration, Vendor Management
Education
Western New England College 2000 — 2001
MBA, Business Administration
University of Hartford 1980 — 1984
BS, Mechanical Engineering
iVision November 2011 - Present
Mount Pisgah November 2004 - November 2011
Avalon Enterprise Network Consulting, Inc March 2001 - November 2004
Keller Graduate School of Management September 2003 - February 2004
Gerber Scientific, Inc. July 1998 - March 2001
Command Systems Inc. February 1997 - July 1998
DecisionOne January 1996 - February 1997
Connecticut Mutual Life February 1987 - January 1996
Skills
Project Management, PMP, Team Leadership, Disaster Recovery, SharePoint, Change Management, IT Strategy, Business Analysis, Microsoft Exchange, Data Center, Enterprise Software, Business Process..., SDLC, IT Management, Leadership, Program Management, Cloud Computing, Strategic Planning, Management, Information Technology, Business Intelligence, Process Improvement, Enterprise Architecture, IT Operations, Integration, Vendor Management
Education
Western New England College 2000 — 2001
MBA, Business Administration
University of Hartford 1980 — 1984
BS, Mechanical Engineering
Stanley L Wesolek,CLU ChFC Stanley L Wesolek,CLU ChFC's Connecticut Mutual Life Experience July 1969 - July 1983
Job Advisor at SLW Financial Services
Industry Financial Services
Experience
SLW Financial Services January 2012 - December 2013
SLW Financial Services April 1983 - December 2011
Shearson American Express July 1983 - March 1986
Connecticut Mutual Life July 1969 - July 1983
Skills
Retirement, Financial Services, Real Estate, Strategic Financial..., Estate Planning, Business Strategy, Strategic Planning, Portfolio Management, Mergers, Retirement Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Fixed Annuities, Disability Insurance
Education
Hofstra University 1963 — 1966
BBA, Accounting and Law, 3.95
SLW Financial Services January 2012 - December 2013
SLW Financial Services April 1983 - December 2011
Shearson American Express July 1983 - March 1986
Connecticut Mutual Life July 1969 - July 1983
Skills
Retirement, Financial Services, Real Estate, Strategic Financial..., Estate Planning, Business Strategy, Strategic Planning, Portfolio Management, Mergers, Retirement Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Fixed Annuities, Disability Insurance
Education
Hofstra University 1963 — 1966
BBA, Accounting and Law, 3.95
Rick Kontur Rick Kontur's Connecticut Mutual Life Experience November 1982 - March 1994
Job Story Teller
Industry Writing and Editing
Experience
Free Lance Writer & Editor November 2006 - Present
Rick Kontur November 2006 - Present
Experienced Scribe and Editor October 1974 - May 2012
Rick Kontur October 1974 - May 2012
megascribble November 2006 - February 2012
The Hartford Courant 1995 - 2005
Connecticut Mutual Life November 1982 - March 1994
Skills
Word, Writing, Editing, Press Releases, Creative Writing
Education
Fordham University 1967 — 1971
BA, communications
Immaculate Conception School, Tuckahoe NY 1954 — 1961
Free Lance Writer & Editor November 2006 - Present
Rick Kontur November 2006 - Present
Experienced Scribe and Editor October 1974 - May 2012
Rick Kontur October 1974 - May 2012
megascribble November 2006 - February 2012
The Hartford Courant 1995 - 2005
Connecticut Mutual Life November 1982 - March 1994
Skills
Word, Writing, Editing, Press Releases, Creative Writing
Education
Fordham University 1967 — 1971
BA, communications
Immaculate Conception School, Tuckahoe NY 1954 — 1961
Carolyn O'Connor Carolyn O'Connor's Connecticut Mutual Life Experience January 1987 - June 1996
Job Program Business Analyst at Aetna
Industry Insurance
Experience
Aetna April 2014 - Present
Aetna July 2010 - April 2014
Aetna November 2007 - July 2010
Aetna January 2002 - November 2007
Apex Systems December 1996 - December 2001
Connecticut Mutual Life January 1987 - June 1996
Skills
Team Leadership, Requirements Gathering, Data Analysis, Data Warehousing, Data Mapping, User Acceptance Testing, Technical Specifications, Subject Matter Experts, Healthcare Information..., Medical Cost Analytics, SQL DB2, IT Project Lifecycle, Microsoft Excel, Access Database, IBM Rational Tools
Education
Charter Oak State College
Bachelor's degree, Information Systems
Aetna April 2014 - Present
Aetna July 2010 - April 2014
Aetna November 2007 - July 2010
Aetna January 2002 - November 2007
Apex Systems December 1996 - December 2001
Connecticut Mutual Life January 1987 - June 1996
Skills
Team Leadership, Requirements Gathering, Data Analysis, Data Warehousing, Data Mapping, User Acceptance Testing, Technical Specifications, Subject Matter Experts, Healthcare Information..., Medical Cost Analytics, SQL DB2, IT Project Lifecycle, Microsoft Excel, Access Database, IBM Rational Tools
Education
Charter Oak State College
Bachelor's degree, Information Systems
Paul Lillig Paul Lillig's Connecticut Mutual Life Experience 1980 - 1988
Job owner at Picaso Design Build
Industry Construction
Experience
Picaso Design/Build 2005 - Present
Picaso Design Build 2005 - Present
KC 4 Aging in Community 2008 - 2010
Mail & More, Inc. 1987 - 2002
Connecticut Mutual Life 1980 - 1988
Connecticut Mutual Life 1980 - 1988
Skills
Construction, Program Management, Contract Negotiation, Aging in Place, Sustainable Design, Contractors, Revit, Construction Management, Management, Renovation, Sustainability, Subcontracting, Universal Design, Residential Homes, Business Development, Project Management, Microsoft Office, Submittals, Customer Service, Sales Management, LEED AP, Strategic Planning, Process Scheduler, Project Planning, Budgets, BIM, Green Building, Team Building, New Business Development, Value Engineering, Change Orders, Contract Management, Pre-construction, Restoration, LEED, Flooring, Builders, Bathrooms, Cabinetry, Tiles, Custom Homes, Design-Build, Countertops, Carpentry, Framing, Decks, Walls, Roofers, Plumbing, Basements
Education
Rockhurst High School
St Elizabeths
The University of Kansas
University of Missouri-Kansas City
Picaso Design/Build 2005 - Present
Picaso Design Build 2005 - Present
KC 4 Aging in Community 2008 - 2010
Mail & More, Inc. 1987 - 2002
Connecticut Mutual Life 1980 - 1988
Connecticut Mutual Life 1980 - 1988
Skills
Construction, Program Management, Contract Negotiation, Aging in Place, Sustainable Design, Contractors, Revit, Construction Management, Management, Renovation, Sustainability, Subcontracting, Universal Design, Residential Homes, Business Development, Project Management, Microsoft Office, Submittals, Customer Service, Sales Management, LEED AP, Strategic Planning, Process Scheduler, Project Planning, Budgets, BIM, Green Building, Team Building, New Business Development, Value Engineering, Change Orders, Contract Management, Pre-construction, Restoration, LEED, Flooring, Builders, Bathrooms, Cabinetry, Tiles, Custom Homes, Design-Build, Countertops, Carpentry, Framing, Decks, Walls, Roofers, Plumbing, Basements
Education
Rockhurst High School
St Elizabeths
The University of Kansas
University of Missouri-Kansas City
Daniel Krones Daniel Krones's Connecticut Mutual Life Experience September 1978 - January 1982
Job Owner at Independent Insurance Broker
Industry Financial Services
Experience
Independent Insurance Broker January 2008 - Present
Trajan Insurance and Wealth Services February 2010 - December 2011
Independent Insurance Broker in Phoenix Arizona January 2008 - January 2010
Aflac May 2005 - November 2007
SkyGolf GPS May 2001 - February 2005
Darlington, Inc. January 1986 - January 1999
Union Mutual January 1982 - January 1986
Connecticut Mutual Life September 1978 - January 1982
Skills
Insurance, Life Insurance, Retirement, Disability Insurance, Estate Planning, Retirement Planning, Financial Planners, Start-ups, Health Insurance, Fixed Annuities, Long-term Care, Whole Life, Term Life Insurance, 401k, IRAs, Financial Planning, Sales
Education
University of Missouri-Columbia 1974 — 1978
Bachelor's Degree, Communications
University of Missouri-Columbia 1974 — 1978
Bachelor's Degree, Communications
Independent Insurance Broker January 2008 - Present
Trajan Insurance and Wealth Services February 2010 - December 2011
Independent Insurance Broker in Phoenix Arizona January 2008 - January 2010
Aflac May 2005 - November 2007
SkyGolf GPS May 2001 - February 2005
Darlington, Inc. January 1986 - January 1999
Union Mutual January 1982 - January 1986
Connecticut Mutual Life September 1978 - January 1982
Skills
Insurance, Life Insurance, Retirement, Disability Insurance, Estate Planning, Retirement Planning, Financial Planners, Start-ups, Health Insurance, Fixed Annuities, Long-term Care, Whole Life, Term Life Insurance, 401k, IRAs, Financial Planning, Sales
Education
University of Missouri-Columbia 1974 — 1978
Bachelor's Degree, Communications
University of Missouri-Columbia 1974 — 1978
Bachelor's Degree, Communications
Kathy Dreese's Connecticut Mutual Life Experience October 1971 - May 1981
Job Senior Program Underwriter at AmWins Program Underwriters
Industry Insurance
Experience
AmWins Program Underwriters April 1993 - Present
Mass Mutual October 1981 - April 1992
Connecticut Mutual Life October 1971 - May 1981
Skills
Underwriting, Customer Service, Accounts Payable, Accounts Receivable, Bookkeeping, Accounting, Life Insurance
Education
Central Pennsylvania College 1970 — 1971
Accounting
Mechanicsburg High School 1968 — 1970
AmWins Program Underwriters April 1993 - Present
Mass Mutual October 1981 - April 1992
Connecticut Mutual Life October 1971 - May 1981
Skills
Underwriting, Customer Service, Accounts Payable, Accounts Receivable, Bookkeeping, Accounting, Life Insurance
Education
Central Pennsylvania College 1970 — 1971
Accounting
Mechanicsburg High School 1968 — 1970
Stephen Iwanski's Connecticut Mutual Life Experience 1993 - 1995
Job Informatics Manager
Industry Hospital & Health Care
Experience
Cigna 2014 - Present
TJX August 2010 - Present
Hartford Financial Services July 2009 - April 2010
Hartford Financial Services July 2008 - April 2009
AT&T March 1997 - July 2008
T Labs March 1997 - July 2008
Cigna (Retirement & Investment Services) September 1996 - February 1997
Cigna (Cigna Healthcare Systems) January 1996 - August 1996
Connecticut Mutual (CML) July 1994 - December 1995
Connecticut Mutual Life 1993 - 1995
Skills
Enterprise Architecture, Solution Architecture, Software Development, Databases, Business Intelligence, Project Management, Architecture, Web Services, Business Process, Budgets, SDLC, Enterprise Software, Integration, Risk Management, Data Warehousing, Business Analysis, Program Management, SOA, Application Architecture, Strategy, XML
Education
Computer Processing Institute 1985 — 1986
Certificate, Computer Processing
Fairfield University 1975 — 1979
BS, Economics
University of Liverpool 1977 — 1978
Certificate, Economics
Holyoke High School 1971 — 1975
Holyoke High School
Holyoke High School
Holyoke High School
Holyoke High School
Holyoke High School
Cigna 2014 - Present
TJX August 2010 - Present
Hartford Financial Services July 2009 - April 2010
Hartford Financial Services July 2008 - April 2009
AT&T March 1997 - July 2008
T Labs March 1997 - July 2008
Cigna (Retirement & Investment Services) September 1996 - February 1997
Cigna (Cigna Healthcare Systems) January 1996 - August 1996
Connecticut Mutual (CML) July 1994 - December 1995
Connecticut Mutual Life 1993 - 1995
Skills
Enterprise Architecture, Solution Architecture, Software Development, Databases, Business Intelligence, Project Management, Architecture, Web Services, Business Process, Budgets, SDLC, Enterprise Software, Integration, Risk Management, Data Warehousing, Business Analysis, Program Management, SOA, Application Architecture, Strategy, XML
Education
Computer Processing Institute 1985 — 1986
Certificate, Computer Processing
Fairfield University 1975 — 1979
BS, Economics
University of Liverpool 1977 — 1978
Certificate, Economics
Holyoke High School 1971 — 1975
Holyoke High School
Holyoke High School
Holyoke High School
Holyoke High School
Holyoke High School
Emma M. Dean Emma M. Dean's Connecticut Mutual Life Experience 1987 - 1996
Job Learning & Development at Cigna; Experienced Leader, Experienced Program Manager/Project Manager
Industry Human Resources
Experience
Cigna November 2009 - Present
TeleSolutions LLC 1997 - 2009
Consultant for United Technologies November 2007 - October 2008
Webster Bank 2003 - 2004
Connecticut Mutual Life 1987 - 1996
Skills
Program Development, Management, Executive Development, Strategic Partnerships, Leadership Development, Long-range Planning, Career Development, Cross-functional Team..., Performance Benchmarking, Front line management..., Change Management, Management Consulting, Building Relationships, Internal & External..., Strategic Consulting, Organizational..., Strategic Planning, Organizational..., Project Management, Organizational Design, Budgeting & Budget..., Coaching, Performance Improvement, Budgets, Leadership, Process Improvement, Analysis, IT Strategy, Talent Management, Telecommunications, Business Process..., Strategy, Executive Management, Project Portfolio..., Performance Management, Outsourcing, Grant Administration, Business Acumen, Career Development..., Employment Trends, 360 Degree Assessment, Team Building, Recruiting, Business Development, Business Strategy, Vendor Management, Program Management
Education
Rensselaer Polytechnic Institute at Hartford
MBA, Management
Fairfield University
BA, Economics
Cigna November 2009 - Present
TeleSolutions LLC 1997 - 2009
Consultant for United Technologies November 2007 - October 2008
Webster Bank 2003 - 2004
Connecticut Mutual Life 1987 - 1996
Skills
Program Development, Management, Executive Development, Strategic Partnerships, Leadership Development, Long-range Planning, Career Development, Cross-functional Team..., Performance Benchmarking, Front line management..., Change Management, Management Consulting, Building Relationships, Internal & External..., Strategic Consulting, Organizational..., Strategic Planning, Organizational..., Project Management, Organizational Design, Budgeting & Budget..., Coaching, Performance Improvement, Budgets, Leadership, Process Improvement, Analysis, IT Strategy, Talent Management, Telecommunications, Business Process..., Strategy, Executive Management, Project Portfolio..., Performance Management, Outsourcing, Grant Administration, Business Acumen, Career Development..., Employment Trends, 360 Degree Assessment, Team Building, Recruiting, Business Development, Business Strategy, Vendor Management, Program Management
Education
Rensselaer Polytechnic Institute at Hartford
MBA, Management
Fairfield University
BA, Economics
William S. Merriken, Jr. William S. Merriken, Jr.'s Connecticut Mutual Life Experience 1978 - 1981
Job Personal Coach for Financial Success Specializing in Holistic and Business Security Planning
Industry Insurance
Experience
Merriken Financial Group, Inc. 1978 - Present
The Johnson Companies 1981 - 1983
Connecticut Mutual Life 1978 - 1981
Moorestown Friends School 1975 - 1978
Skills
Estate Planning, Family Business Planning, Life Insurance..., Annuities, Long Term Care Insurance, Disability Insurance, Holistic Family Planning, Retirement Income..., Employer Benefits, 401(k) Retirement Plans, Underwriting, Investments, Retirement, Fixed Annuities, Life Insurance, Insurance, Business Planning, Wealth Management, Pensions, Long-term Care, Retirement Planning, Financial Services, 401k, Banking, Employee Benefits
Education
Gettysburg College 1968 — 1972
BA, Economics
Friends Academy 1964 — 1968
High School
The American College
Chartered Financial Consultant
Merriken Financial Group, Inc. 1978 - Present
The Johnson Companies 1981 - 1983
Connecticut Mutual Life 1978 - 1981
Moorestown Friends School 1975 - 1978
Skills
Estate Planning, Family Business Planning, Life Insurance..., Annuities, Long Term Care Insurance, Disability Insurance, Holistic Family Planning, Retirement Income..., Employer Benefits, 401(k) Retirement Plans, Underwriting, Investments, Retirement, Fixed Annuities, Life Insurance, Insurance, Business Planning, Wealth Management, Pensions, Long-term Care, Retirement Planning, Financial Services, 401k, Banking, Employee Benefits
Education
Gettysburg College 1968 — 1972
BA, Economics
Friends Academy 1964 — 1968
High School
The American College
Chartered Financial Consultant
Laura Bromhal Laura Bromhal's Connecticut Mutual Life Experience 1985 - 1988
Job Broker at Berkshire Hathaway Homes Services YSU / The North Carolina Real Estate Commission
Industry Real Estate
Experience
The North Carolina Real Estate Commission January 2013 - Present
Berkshire Hathaway HomeServices YSU Realty January 1991 - Present
Connecticut Mutual Life 1985 - 1988
Wake County Social Services 1976 - 1981
Skills
Relocation, Sellers, Home, Real Estate, Selling, Sales, ABR, Move Up Buyers, Buyer Representation, New Home Sales, Listings, Townhomes, Marketing, Property, New Homes, REO, Foreclosures, Referrals, First Time Home Buyers, Single Family Homes, Home Staging, Investment Properties, Residential Homes, Real Property, Condos, Short Sales, Buyers, Seller Representation, SFR, Seniors, Council of Residential..., Existing Home Sales, Luxury, National Association of..., Investors, e-PRO, Resellers, Rentals, Real Estate Transactions, 1031 Exchanges, Listing Homes, Corporate Relocation, Income Properties, Vacation Homes, HUD, Buyer's Agent, Waterfront, Real Estate Marketing, HUD Foreclosures, Second Home
Education
Meredith College 1972 — 1976
Bachelor of Arts (BA), Double Degree in Art and Home Economics
Salem College 1972 — 1974
The North Carolina Real Estate Commission January 2013 - Present
Berkshire Hathaway HomeServices YSU Realty January 1991 - Present
Connecticut Mutual Life 1985 - 1988
Wake County Social Services 1976 - 1981
Skills
Relocation, Sellers, Home, Real Estate, Selling, Sales, ABR, Move Up Buyers, Buyer Representation, New Home Sales, Listings, Townhomes, Marketing, Property, New Homes, REO, Foreclosures, Referrals, First Time Home Buyers, Single Family Homes, Home Staging, Investment Properties, Residential Homes, Real Property, Condos, Short Sales, Buyers, Seller Representation, SFR, Seniors, Council of Residential..., Existing Home Sales, Luxury, National Association of..., Investors, e-PRO, Resellers, Rentals, Real Estate Transactions, 1031 Exchanges, Listing Homes, Corporate Relocation, Income Properties, Vacation Homes, HUD, Buyer's Agent, Waterfront, Real Estate Marketing, HUD Foreclosures, Second Home
Education
Meredith College 1972 — 1976
Bachelor of Arts (BA), Double Degree in Art and Home Economics
Salem College 1972 — 1974
Ken Head Ken Head's Connecticut Mutual Life Experience 1983 - 1985
Job President, Head Financial Group, Inc.
Industry Insurance
Experience
Head Financial Group, Inc. August 1985 - Present
Connecticut Mutual Life 1983 - 1985
Skills
Health Insurance, Dental, Disability Insurance, Employee Benefits, Insurance, Strategic Planning, Dentistry, Retirement Planning, Retirement, Fixed Annuities, Sales, Whole Life, Small Business, Accident, Financial Advisory, Health Savings Accounts, Long-term Care, Medicare, Term Life Insurance, Universal Life, Long Term Care Insurance, Brokers, 401k
Education
Furman University 1970 — 1974
Bachelor of Arts (B.A.)
Lancaster High School, Lancaster, SC 1967 — 1970
High School
Head Financial Group, Inc. August 1985 - Present
Connecticut Mutual Life 1983 - 1985
Skills
Health Insurance, Dental, Disability Insurance, Employee Benefits, Insurance, Strategic Planning, Dentistry, Retirement Planning, Retirement, Fixed Annuities, Sales, Whole Life, Small Business, Accident, Financial Advisory, Health Savings Accounts, Long-term Care, Medicare, Term Life Insurance, Universal Life, Long Term Care Insurance, Brokers, 401k
Education
Furman University 1970 — 1974
Bachelor of Arts (B.A.)
Lancaster High School, Lancaster, SC 1967 — 1970
High School
Nancy Groth Nancy Groth's Connecticut Mutual Life Experience 1974 - 1977
Job
Industry Financial Services
Experience
Melanie's Brides Boutique 1999 - 2000
Sackrider and Company, Inc. 1999 - 1999
First Baptist Church 1978 - 1988
Geisler Insurance 1978 - 1981
Connecticut Mutual Life 1974 - 1977
Education
Ivy Tech Community College 1998 — 1999
Technical Degree, Office Administration
Hume Fogg Technical High School 1972 — 1974
Technical Degree, General Office Occupations and Clerical Services
Melanie's Brides Boutique 1999 - 2000
Sackrider and Company, Inc. 1999 - 1999
First Baptist Church 1978 - 1988
Geisler Insurance 1978 - 1981
Connecticut Mutual Life 1974 - 1977
Education
Ivy Tech Community College 1998 — 1999
Technical Degree, Office Administration
Hume Fogg Technical High School 1972 — 1974
Technical Degree, General Office Occupations and Clerical Services
Bill Doerr, CLU, ChFC Bill Doerr, CLU, ChFC's Connecticut Mutual Life Experience 1976 - 1981
Job I help financial advisors get new clients!
Industry Professional Training & Coaching
Experience
SellMore Marketing, LLC 2000 - Present
Duct Tape Marketing 2005 - Present
TheNationalNetworker.com 2006 - 2011
TEM Associates 1995 - 2005
William J. Doerr and Associates, LLC 1989 - 1995
LIMRA International 1984 - 1989
Concept Marketing 1981 - 1984
Connecticut Mutual Life 1976 - 1981
Northwestern Mutual 1972 - 1976
Skills
business growth..., Marketing Strategy, Copywriting, Sales Process, Business, Social Media Marketing, Marketing, Marketing Communications, Blogging, Public Speaking, Social Media, Strategy, Lead Generation, Coaching, Small Business, Training, New Business Development, Entrepreneurship, Selling, Leadership, Public Relations, Sales, Business Planning, Management Consulting, Business Development, Customer Service, Business Networking, Referral Networking, Building Strong..., Online Marketing, Social Networking, Time Management, Referrals, CRM, Email Marketing, Online Advertising, Strategic Planning, Networking, Management, Interviews, Business Strategy, Consulting, Start-ups, Leadership Development, SEO, Strategic Partnerships, Advertising, Newsletters, Fundraising, Budgets
Education
The University of Connecticut 1969 — 1973
BA
The American College 1976 — 1981
CLU and ChFC
NWCH 1966 — 1969
diploma
SellMore Marketing, LLC 2000 - Present
Duct Tape Marketing 2005 - Present
TheNationalNetworker.com 2006 - 2011
TEM Associates 1995 - 2005
William J. Doerr and Associates, LLC 1989 - 1995
LIMRA International 1984 - 1989
Concept Marketing 1981 - 1984
Connecticut Mutual Life 1976 - 1981
Northwestern Mutual 1972 - 1976
Skills
business growth..., Marketing Strategy, Copywriting, Sales Process, Business, Social Media Marketing, Marketing, Marketing Communications, Blogging, Public Speaking, Social Media, Strategy, Lead Generation, Coaching, Small Business, Training, New Business Development, Entrepreneurship, Selling, Leadership, Public Relations, Sales, Business Planning, Management Consulting, Business Development, Customer Service, Business Networking, Referral Networking, Building Strong..., Online Marketing, Social Networking, Time Management, Referrals, CRM, Email Marketing, Online Advertising, Strategic Planning, Networking, Management, Interviews, Business Strategy, Consulting, Start-ups, Leadership Development, SEO, Strategic Partnerships, Advertising, Newsletters, Fundraising, Budgets
Education
The University of Connecticut 1969 — 1973
BA
The American College 1976 — 1981
CLU and ChFC
NWCH 1966 — 1969
diploma
Rick Debartolo's Connecticut Mutual Life Experience June 1986 - October 1989
Job Sr. Vice President at LMC
Industry Insurance
Experience
LMC November 1989 - Present
LaMair Mulock Condon 1989 - Present
Connecticut Mutual Life June 1986 - October 1989
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Sales, Life Insurance, Benefits Administration, General Insurance, Strategic Planning, Human Resources, Customer Service, Employee Relations, Risk Management, Health Savings Accounts, Healthcare, Leadership, Property, Underwriting, Workers Compensation
Education
Wharton Business College 1999 — 2002
CEBS, Employee Benefits
University of Iowa 1983 — 1986
Bachelor of Business Administration (B.B.A.), Economics
LMC November 1989 - Present
LaMair Mulock Condon 1989 - Present
Connecticut Mutual Life June 1986 - October 1989
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Sales, Life Insurance, Benefits Administration, General Insurance, Strategic Planning, Human Resources, Customer Service, Employee Relations, Risk Management, Health Savings Accounts, Healthcare, Leadership, Property, Underwriting, Workers Compensation
Education
Wharton Business College 1999 — 2002
CEBS, Employee Benefits
University of Iowa 1983 — 1986
Bachelor of Business Administration (B.B.A.), Economics
Thomas Kanaley's Connecticut Mutual Life Experience 1995 - 1996
Job Member Agent at The Nautilus Group
Industry Financial Services
Experience
The Nautilus Group May 2001 - Present
Triplett Financial & Insurance Services, LLC February 2002 - October 2012
New York Life Insurance Company June 1996 - January 2001
Connecticut Mutual Life 1995 - 1996
Harter Secrest & Emery LLP 1990 - 1995
Skills
Securities, Insurance, Strategic Financial..., Wealth Management, Estate Planning, Retirement Planning, 401k, Asset Allocation, Financial Advisory, Business Planning, Disability Insurance, Employee Benefits, Finance, Financial Planners, Financial Planning, Financial Services, Fixed Annuities, IRAs, Investments, Legal Issues, Legal Translation, Life Insurance, Long-term Care, Mutual Funds, Neighborhood Planning, Non-profit Leadership, Non-profit Program..., Retirement, Risk Management, Sales, Small Business, Succession Planning, Wealth Management...
Education
Case Western Reserve University School of Law 1987 — 1990
JD, Law
Vassar College 1982 — 1986
AB, History
The Nautilus Group May 2001 - Present
Triplett Financial & Insurance Services, LLC February 2002 - October 2012
New York Life Insurance Company June 1996 - January 2001
Connecticut Mutual Life 1995 - 1996
Harter Secrest & Emery LLP 1990 - 1995
Skills
Securities, Insurance, Strategic Financial..., Wealth Management, Estate Planning, Retirement Planning, 401k, Asset Allocation, Financial Advisory, Business Planning, Disability Insurance, Employee Benefits, Finance, Financial Planners, Financial Planning, Financial Services, Fixed Annuities, IRAs, Investments, Legal Issues, Legal Translation, Life Insurance, Long-term Care, Mutual Funds, Neighborhood Planning, Non-profit Leadership, Non-profit Program..., Retirement, Risk Management, Sales, Small Business, Succession Planning, Wealth Management...
Education
Case Western Reserve University School of Law 1987 — 1990
JD, Law
Vassar College 1982 — 1986
AB, History
Geoffrey Emanuel's Connecticut Mutual Life Experience January 1992 - May 1995
Job VP at Sentinel Investments
Industry Real Estate
Experience
Sentinel Investments July 2008 - Present
NorthStar Realty Finance March 2007 - December 2007
GMAC Commercial Mortgage August 2005 - November 2006
HomeStreet Bank March 2003 - July 2006
Bank United 1999 - 2003
Unum 1998 - 1999
Phoenix Realty Group May 1995 - May 1998
Connecticut Mutual Life January 1992 - May 1995
Income Property Finance Corp 1987 - 1991
Hartford Investors 1985 - 1987
Skills
Commercial Mortgages, Real Estate Investment, Property Management, Real Estate, Investment Properties, Asset Managment, Loans, Asset Management, Disposition, Real Estate Economics, Portfolio Management, Financial Structuring, Real Estate Transactions, Mortgage Lending, Due Diligence, Financial Analysis, Commercial Real Estate, Leases, Corporate Real Estate, Private Equity, Investment Management, Acquisitions, Investments
Education
Colby College 1975 — 1979
BS, Economics
Deerfield Academy 1971 — 1975
Sentinel Investments July 2008 - Present
NorthStar Realty Finance March 2007 - December 2007
GMAC Commercial Mortgage August 2005 - November 2006
HomeStreet Bank March 2003 - July 2006
Bank United 1999 - 2003
Unum 1998 - 1999
Phoenix Realty Group May 1995 - May 1998
Connecticut Mutual Life January 1992 - May 1995
Income Property Finance Corp 1987 - 1991
Hartford Investors 1985 - 1987
Skills
Commercial Mortgages, Real Estate Investment, Property Management, Real Estate, Investment Properties, Asset Managment, Loans, Asset Management, Disposition, Real Estate Economics, Portfolio Management, Financial Structuring, Real Estate Transactions, Mortgage Lending, Due Diligence, Financial Analysis, Commercial Real Estate, Leases, Corporate Real Estate, Private Equity, Investment Management, Acquisitions, Investments
Education
Colby College 1975 — 1979
BS, Economics
Deerfield Academy 1971 — 1975
Wole Oyelola's Connecticut Mutual Life Experience 1989 - 1998
Job Financial Analyst at The Hartford
Industry Investment Management
Experience
The Hartford Associate Risk AnalystThe Hartford Insurance Group2005 - Present
The Hartford 2000 - 2011
Hartford Life 2000 - 2009
Connecticut Mutual Life 1989 - 1998
The Connecticut Mutual life 1989 - 1998
Skills
Insurance, Finance, Investments, Mutual Funds, Financial Risk, Financial Analysis
Education
Embry-Riddle Aeronautical University 1987 — 1989
mbaa, business admin
St. Cloud State University - Herberger Business School 1982 — 1986
The Hartford Associate Risk AnalystThe Hartford Insurance Group2005 - Present
The Hartford 2000 - 2011
Hartford Life 2000 - 2009
Connecticut Mutual Life 1989 - 1998
The Connecticut Mutual life 1989 - 1998
Skills
Insurance, Finance, Investments, Mutual Funds, Financial Risk, Financial Analysis
Education
Embry-Riddle Aeronautical University 1987 — 1989
mbaa, business admin
St. Cloud State University - Herberger Business School 1982 — 1986
Brian M. Miller's Connecticut Mutual Life Experience December 1984 - March 1996
Job Sr. Business Consultant at MassMutual (Retired as of 12/1/13)
Industry Financial Services
Experience
MassMutual Financial Group March 2014 - June 2014
MassMutual December 1984 - June 2014
Connecticut Mutual Life December 1984 - March 1996
Skills
Business Requirements, SDLC, Requirements Gathering, Business Analysis, Vendor Management, Insurance, Data Modeling, Resource Management, Project Portfolio..., Visio, Data Warehousing, Requirements Analysis, Business Process..., Process Improvement, Enterprise Architecture, User Acceptance Testing, Solution Architecture, Financial Services, Business Process
Education
Southern Connecticut State University 1978 — 1981
Health and Physical Education/Fitness
Southern Connecticut State University 1977 — 1980
MassMutual Financial Group March 2014 - June 2014
MassMutual December 1984 - June 2014
Connecticut Mutual Life December 1984 - March 1996
Skills
Business Requirements, SDLC, Requirements Gathering, Business Analysis, Vendor Management, Insurance, Data Modeling, Resource Management, Project Portfolio..., Visio, Data Warehousing, Requirements Analysis, Business Process..., Process Improvement, Enterprise Architecture, User Acceptance Testing, Solution Architecture, Financial Services, Business Process
Education
Southern Connecticut State University 1978 — 1981
Health and Physical Education/Fitness
Southern Connecticut State University 1977 — 1980
Caren Kittredge's Connecticut Mutual Life Experience 1984 - 1996
Job Director of Marketing at UTC Building & Industrial Systems
Industry Mechanical or Industrial Engineering
Experience
United Technologies Director of MarketingUTC Building & Industrial Systems2011 - Present
Aetna 2009 - 2011
Aetna May 2007 - February 2009
Aetna June 2006 - May 2007
Aetna January 2005 - June 2006
Aetna January 2003 - December 2004
Lincoln Financial Group 1996 - 2002
Connecticut Mutual Life 1984 - 1996
Skills
Marketing Strategy, Marketing, Product Marketing, Employee Benefits, Risk Management, Underwriting, Insurance, Process Improvement, Health Insurance, Strategic Planning, Disability Insurance, Marketing Communications, Healthcare, Managed Care, Vendor Management, Executive Management, Integrated Marketing, Medicare, Cross-functional Team..., Strategy, Team Building, Program Management, Life Insurance, New Business Development, Business Development, Business Strategy, Retirement, Brokers, Contract Negotiation, Leadership, Mergers & Acquisitions, Account Management, Management, Financial Services, Competitive Analysis, Small Business, Strategic Financial..., Fixed Annuities, Investments, Health Savings Accounts, Product Management
Education
University of Connecticut 1979 — 1983
BA
University of Hartford
MBA
United Technologies Director of MarketingUTC Building & Industrial Systems2011 - Present
Aetna 2009 - 2011
Aetna May 2007 - February 2009
Aetna June 2006 - May 2007
Aetna January 2005 - June 2006
Aetna January 2003 - December 2004
Lincoln Financial Group 1996 - 2002
Connecticut Mutual Life 1984 - 1996
Skills
Marketing Strategy, Marketing, Product Marketing, Employee Benefits, Risk Management, Underwriting, Insurance, Process Improvement, Health Insurance, Strategic Planning, Disability Insurance, Marketing Communications, Healthcare, Managed Care, Vendor Management, Executive Management, Integrated Marketing, Medicare, Cross-functional Team..., Strategy, Team Building, Program Management, Life Insurance, New Business Development, Business Development, Business Strategy, Retirement, Brokers, Contract Negotiation, Leadership, Mergers & Acquisitions, Account Management, Management, Financial Services, Competitive Analysis, Small Business, Strategic Financial..., Fixed Annuities, Investments, Health Savings Accounts, Product Management
Education
University of Connecticut 1979 — 1983
BA
University of Hartford
MBA
David E Sams's Connecticut Mutual Life Experience 1993 - 1997
Job CEO at Delaware Life
Industry Insurance
Experience
Delaware Life 2013 - Present
G2 Investment Group, LLC 2011 - Present
Corporate boards September 2011 - January 2013
Sammons Enterprises, Inc. January 1999 - September 2011
Connecticut Mutual Life 1993 - 1997
Providian Corporation 1967 - 1993
Skills
Fundraising, Private Equity, Strategic Planning, Investor Relations, Hedge Funds, Capital Markets, Venture Capital, Due Diligence, Private Placements, Alternative Investments, Customer Service, Investments, Microsoft Office, Asset Management, Leadership, Structured Finance, Mutual Funds, Team Building
Education
Dartmouth College
University of Louisville
University of Pennsylvania - The Wharton School
Delaware Life 2013 - Present
G2 Investment Group, LLC 2011 - Present
Corporate boards September 2011 - January 2013
Sammons Enterprises, Inc. January 1999 - September 2011
Connecticut Mutual Life 1993 - 1997
Providian Corporation 1967 - 1993
Skills
Fundraising, Private Equity, Strategic Planning, Investor Relations, Hedge Funds, Capital Markets, Venture Capital, Due Diligence, Private Placements, Alternative Investments, Customer Service, Investments, Microsoft Office, Asset Management, Leadership, Structured Finance, Mutual Funds, Team Building
Education
Dartmouth College
University of Louisville
University of Pennsylvania - The Wharton School
Dawn Soucy's Connecticut Mutual Life Experience May 1984 - June 1996
Job Solutions Architect at Atrion Networking
Industry Information Technology and Services
Experience
Atrion Networking June 2011 - Present
CBE Technologies September 2004 - June 2011
NEC Unified Solutions (Jannon Solutions) 2000 - 2004
Alpine Computer Systems 1996 - 2000
Connecticut Mutual Life May 1984 - June 1996
CT Mutual Insurance Company 1984 - 1996
Skills
Unified Communications, Network Architecture, Cisco Technologies, Switches, Cisco Call Manager, Data Center, Virtualization, VMware, NetApp, Cisco Nexus, ASA, Cisco Routers, Cisco Wireless, IP, Networking, VoIP, Routing, Firewalls, QoS, LAN-WAN, Cloud Computing, Disaster Recovery, Network Security, Active Directory, WAN, MPLS, Catalyst Switches, Network Engineering, PIX, Cisco IOS, VPN, Cisco ASA, Vendor Management, Security, Integration, Servers, Troubleshooting, Managed Services
Education
The University of Connecticut School of Business
Master of Business Administration (M.B.A.), Finance
University of Hartford
BS, Finance / Economics
East Catholic
High School
Atrion Networking June 2011 - Present
CBE Technologies September 2004 - June 2011
NEC Unified Solutions (Jannon Solutions) 2000 - 2004
Alpine Computer Systems 1996 - 2000
Connecticut Mutual Life May 1984 - June 1996
CT Mutual Insurance Company 1984 - 1996
Skills
Unified Communications, Network Architecture, Cisco Technologies, Switches, Cisco Call Manager, Data Center, Virtualization, VMware, NetApp, Cisco Nexus, ASA, Cisco Routers, Cisco Wireless, IP, Networking, VoIP, Routing, Firewalls, QoS, LAN-WAN, Cloud Computing, Disaster Recovery, Network Security, Active Directory, WAN, MPLS, Catalyst Switches, Network Engineering, PIX, Cisco IOS, VPN, Cisco ASA, Vendor Management, Security, Integration, Servers, Troubleshooting, Managed Services
Education
The University of Connecticut School of Business
Master of Business Administration (M.B.A.), Finance
University of Hartford
BS, Finance / Economics
East Catholic
High School
John Rampe's Connecticut Mutual Life Experience April 1984 - February 1988
Job CEO at Torque Transmission
Industry Mechanical or Industrial Engineering
Experience
Torque Transmission June 2013 - Present
Torque Transmission April 1992 - Present
James B Oswald Company April 1988 - April 1992
Connecticut Mutual Life April 1984 - February 1988
Rampe Manufacturing 1972 - 1983
Skills
Bearings, Couplings, Driveline, Dynamic Balancing, Friction, Gearboxes, Linear Motion, Lubrication, Motion Control, Motion Controllers, Motion Systems, Power Transmission, Shafts, Timing Belts, B2B, Industrial Engineering, Divestitures, Public Speaking, Manufacturing, Management, Leadership, Strategic Planning, Product Development, Lean Manufacturing
Education
Cleveland State University 1975 — 1978
MBA, Finance
Cleveland State University 1969 — 1972
BBA, General Business
Torque Transmission June 2013 - Present
Torque Transmission April 1992 - Present
James B Oswald Company April 1988 - April 1992
Connecticut Mutual Life April 1984 - February 1988
Rampe Manufacturing 1972 - 1983
Skills
Bearings, Couplings, Driveline, Dynamic Balancing, Friction, Gearboxes, Linear Motion, Lubrication, Motion Control, Motion Controllers, Motion Systems, Power Transmission, Shafts, Timing Belts, B2B, Industrial Engineering, Divestitures, Public Speaking, Manufacturing, Management, Leadership, Strategic Planning, Product Development, Lean Manufacturing
Education
Cleveland State University 1975 — 1978
MBA, Finance
Cleveland State University 1969 — 1972
BBA, General Business
Neil Whittaker's Connecticut Mutual Life Experience March 1987 - April 1988
Job at Cigna
Industry Insurance
Experience
Cigna November 2013 - Present
Mass Mutual July 2008 - November 2013
MassMutual January 2004 - July 2008
CIGNA July 2001 - March 2004
Phoenix Life Insurance Company July 2000 - July 2001
MassMutual Financial Group March 1998 - July 2000
Travelers March 1997 - March 1998
Vantage Computer Systems July 1991 - March 1997
Dept of Income Maintenance, State of CT July 1988 - July 1991
Connecticut Mutual Life March 1987 - April 1988
Skills
SDLC, Process Improvement, Systems Analysis, Business Requirements, Requirements Gathering, Business Analysis, Business Process..., Visio, Vendor Management, Requirements Analysis, Data Warehousing, COBOL, User Acceptance Testing, Business Intelligence, Analysis
Education
Manchester Community College 1999 — 2008
Associate of Science (A.S.), Computer Science
Cigna November 2013 - Present
Mass Mutual July 2008 - November 2013
MassMutual January 2004 - July 2008
CIGNA July 2001 - March 2004
Phoenix Life Insurance Company July 2000 - July 2001
MassMutual Financial Group March 1998 - July 2000
Travelers March 1997 - March 1998
Vantage Computer Systems July 1991 - March 1997
Dept of Income Maintenance, State of CT July 1988 - July 1991
Connecticut Mutual Life March 1987 - April 1988
Skills
SDLC, Process Improvement, Systems Analysis, Business Requirements, Requirements Gathering, Business Analysis, Business Process..., Visio, Vendor Management, Requirements Analysis, Data Warehousing, COBOL, User Acceptance Testing, Business Intelligence, Analysis
Education
Manchester Community College 1999 — 2008
Associate of Science (A.S.), Computer Science
David Lass's Connecticut Mutual Life Experience 1967 - 1990
Job VP Client Relations at DIGITALSPEC, LLC. (SBA 8a Certified Company Dec 2019)
Industry Information Technology and Services
Experience
DIGITALSPEC, LLC. (SBA 8a Certified Company Dec 2019) March 2015 - Present
CSC September 2009 - December 2010
CSC 2007 - September 2009
CSC 1999 - 2007
Aetna Life & Casualty 1994 - 1998
Connecticut Department of Children & Families 1990 - 1994
Connecticut Mutual Life 1967 - 1990
Skills
Service Management, Vendor Management, Process Improvement, Program Management, ITIL, IT Service Management, PMP, Integration, IT Strategy, SDLC, Service Delivery, Enterprise Architecture, Outsourcing, Project Portfolio..., Resource Management, Cloud Computing, IT Outsourcing, Requirements Analysis, Team Leadership, Business Process, Business Process..., Business Analysis, Project Management, Change Management, Project Planning, Management, Software Project..., Software Development, IT Management, Disaster Recovery, PMO, Incident Management, Cross-functional Team..., Process Engineering, Team Management, Budgets, Operations Management, Sla, Data Center, Quality Assurance, Business Transformation, IT Operations, Governance, Business Continuity, Risk Management, Project Delivery, Professional Services, Servers, Information Technology, Security
Education
University of Connecticut
BS, Business Administration
DIGITALSPEC, LLC. (SBA 8a Certified Company Dec 2019) March 2015 - Present
CSC September 2009 - December 2010
CSC 2007 - September 2009
CSC 1999 - 2007
Aetna Life & Casualty 1994 - 1998
Connecticut Department of Children & Families 1990 - 1994
Connecticut Mutual Life 1967 - 1990
Skills
Service Management, Vendor Management, Process Improvement, Program Management, ITIL, IT Service Management, PMP, Integration, IT Strategy, SDLC, Service Delivery, Enterprise Architecture, Outsourcing, Project Portfolio..., Resource Management, Cloud Computing, IT Outsourcing, Requirements Analysis, Team Leadership, Business Process, Business Process..., Business Analysis, Project Management, Change Management, Project Planning, Management, Software Project..., Software Development, IT Management, Disaster Recovery, PMO, Incident Management, Cross-functional Team..., Process Engineering, Team Management, Budgets, Operations Management, Sla, Data Center, Quality Assurance, Business Transformation, IT Operations, Governance, Business Continuity, Risk Management, Project Delivery, Professional Services, Servers, Information Technology, Security
Education
University of Connecticut
BS, Business Administration
Paul Strauss's Connecticut Mutual Life Experience 1977 - 1996
Job Sr.Systems ProgrammingIntegrator
Industry Information Technology and Services
Experience
IBM Global Services 1996 - Present
Connecticut Mutual Life 1977 - 1996
Skills
Vendor Management, Enterprise Architecture, Requirements Analysis, Business Analysis, Requirements Gathering, Disaster Recovery, Solution Architecture, Enterprise Software, Integration, IT Strategy, Process Improvement, Business Requirements, Business Process, Software Development
Education
Computer Processing Institute 1977 — 1977
Certificate in Computer Programming
Alfred University 1972 — 1976
BA, Business
IBM Global Services 1996 - Present
Connecticut Mutual Life 1977 - 1996
Skills
Vendor Management, Enterprise Architecture, Requirements Analysis, Business Analysis, Requirements Gathering, Disaster Recovery, Solution Architecture, Enterprise Software, Integration, IT Strategy, Process Improvement, Business Requirements, Business Process, Software Development
Education
Computer Processing Institute 1977 — 1977
Certificate in Computer Programming
Alfred University 1972 — 1976
BA, Business
Ann Gowdey's Connecticut Mutual Life Experience 1981 - 1994
Job President, Ann Gowdey Consulting, LLC, specializing in coaching women to develop authentic leadership power
Industry Professional Training & Coaching
Experience
Ann Gowdey Consulting, LLC 2008 - Present
United Technologies Corporation 2000 - 2008
Connecticut Mutual Life 1981 - 1994
Skills
Management, Leadership Development, Executive Coaching, Talent Management, Coaching, Succession Planning, Organizational..., Change Management, Organizational..., Human Resources, Team Building, Leadership, Program Management, Personal Development, Strategic Planning, Performance Management, Employee Engagement, Management Consulting, Executive Development, 360 Feedback, Career Counseling, Workshop Facilitation, Training
Education
University of Denver 1972 — 1974
MSW, Community Organization/Social Planning
University of Massachusetts, Amherst 1968 — 1970
BA, Zoology and Philosophy
Smith College 1966 — 1968
bio chem and philosophy
Ann Gowdey Consulting, LLC 2008 - Present
United Technologies Corporation 2000 - 2008
Connecticut Mutual Life 1981 - 1994
Skills
Management, Leadership Development, Executive Coaching, Talent Management, Coaching, Succession Planning, Organizational..., Change Management, Organizational..., Human Resources, Team Building, Leadership, Program Management, Personal Development, Strategic Planning, Performance Management, Employee Engagement, Management Consulting, Executive Development, 360 Feedback, Career Counseling, Workshop Facilitation, Training
Education
University of Denver 1972 — 1974
MSW, Community Organization/Social Planning
University of Massachusetts, Amherst 1968 — 1970
BA, Zoology and Philosophy
Smith College 1966 — 1968
bio chem and philosophy
Byron Dean's Connecticut Mutual Life Experience 1988 - 1995
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
Bob Lammers's Connecticut Mutual Life Experience May 1977 - September 1978
Job Appraiser at Farm Credit Services of America
Industry Banking
Experience
Farm Credit Services of America January 1980 - Present
Connecticut Mutual Life May 1977 - September 1978
Skills
Underwriting, Customer Service, Real Estate, Strategic Planning, Financial Analysis, First Time Home Buyers, Microsoft Excel, Residential Homes, Loans, Marketing, Insurance, Sales, Negotiation, Budgets, Team Building, Contract Negotiation, Leadership, Small Business, Analysis, Training, Account Management, Public Speaking, Coaching, New Business Development, Marketing Strategy, Management
Education
University of Nebraska at Kearney 1973 — 1977
Bachelor of Science, Business
Farm Credit Services of America January 1980 - Present
Connecticut Mutual Life May 1977 - September 1978
Skills
Underwriting, Customer Service, Real Estate, Strategic Planning, Financial Analysis, First Time Home Buyers, Microsoft Excel, Residential Homes, Loans, Marketing, Insurance, Sales, Negotiation, Budgets, Team Building, Contract Negotiation, Leadership, Small Business, Analysis, Training, Account Management, Public Speaking, Coaching, New Business Development, Marketing Strategy, Management
Education
University of Nebraska at Kearney 1973 — 1977
Bachelor of Science, Business
Ed Mirek's Connecticut Mutual Life Experience 1977 - 1996
Job Information Architect at Travelers
Industry Information Technology and Services
Experience
Travelers May 2007 - Present
MassMutual March 2000 - May 2007
Orion Capital 1998 - 2000
SNET 1996 - 1998
Connecticut Mutual Life 1977 - 1996
Education
Assumption College
BA, English
Travelers May 2007 - Present
MassMutual March 2000 - May 2007
Orion Capital 1998 - 2000
SNET 1996 - 1998
Connecticut Mutual Life 1977 - 1996
Education
Assumption College
BA, English
Janet Pratt's Connecticut Mutual Life Experience August 1984 - April 1988
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
Bill Angarano's Connecticut Mutual Life Experience September 1977 - January 1983
Job field rep at Guardian Life Insurance
Industry Financial Services
Experience
Strategies for Wealth presidentWealth&Joy Accelerated,LLCJanuary 2004 - Present
Guardian Life Insurance May 1983 - Present
Connecticut Mutual Life September 1977 - January 1983
Education
Georgetown University 1971 — 1972
liberal arts
Strategies for Wealth presidentWealth&Joy Accelerated,LLCJanuary 2004 - Present
Guardian Life Insurance May 1983 - Present
Connecticut Mutual Life September 1977 - January 1983
Education
Georgetown University 1971 — 1972
liberal arts
Thomas Ungashick's Connecticut Mutual Life Experience September 1988 - December 1990
Job Chairman at White Horse Advisors, LLC
Industry Financial Services
Experience
White Horse Advisors, LLC June 2006 - Present
Securian Financial Services February 2004 - July 2010
Connecticut Mutual Life September 1988 - December 1990
Education
John Carroll University 1960 — 1964
BSBA, Management
White Horse Advisors, LLC June 2006 - Present
Securian Financial Services February 2004 - July 2010
Connecticut Mutual Life September 1988 - December 1990
Education
John Carroll University 1960 — 1964
BSBA, Management
Mary Jo Falvey's Connecticut Mutual Life Experience January 1989 - January 1990
Job Owner at Pilates Tutor Studio
Industry Health, Wellness and Fitness
Experience
Pilates Tutor Studio January 2005 - Present
MJ Web Design January 1999 - September 2002
Mary Jo Falvey August 1995 - January 1997
MetLife January 1991 - January 1996
Travelers January 1989 - January 1991
Connecticut Mutual Life January 1989 - January 1990
Connecticut Mutual Life September 1986 - January 1989
Skills
Public Speaking, Wellness, Customer Service, Coaching, Management, Fitness, Budgets, Wellness Coaching, Lifestyle, Yoga, operations, communications, dispute resolution, marketing, graphic design, web design
Education
Titleist Performance Institute 2014 — 2015
Titleist Certified Professional, Level 1, Golf swing analysis and fitness assessments
Yoga Works 2013 — 2013
Yoga Instructor, Yoga
STOTT PILATES 2004 — 2008
Certified Instructor, Pilates
Knees State University, Continuting Education 1998 — 1999
Certificate in Web Design, Web Design
Adelphi University 1983 — 1984
Master of Arts (M.A.), Adult Fitness, Exercise Physiology, A
Stony Brook University 1979 — 1983
Bachelor of Arts (B.A.), Sociology, A
Pilates Tutor Studio January 2005 - Present
MJ Web Design January 1999 - September 2002
Mary Jo Falvey August 1995 - January 1997
MetLife January 1991 - January 1996
Travelers January 1989 - January 1991
Connecticut Mutual Life January 1989 - January 1990
Connecticut Mutual Life September 1986 - January 1989
Skills
Public Speaking, Wellness, Customer Service, Coaching, Management, Fitness, Budgets, Wellness Coaching, Lifestyle, Yoga, operations, communications, dispute resolution, marketing, graphic design, web design
Education
Titleist Performance Institute 2014 — 2015
Titleist Certified Professional, Level 1, Golf swing analysis and fitness assessments
Yoga Works 2013 — 2013
Yoga Instructor, Yoga
STOTT PILATES 2004 — 2008
Certified Instructor, Pilates
Knees State University, Continuting Education 1998 — 1999
Certificate in Web Design, Web Design
Adelphi University 1983 — 1984
Master of Arts (M.A.), Adult Fitness, Exercise Physiology, A
Stony Brook University 1979 — 1983
Bachelor of Arts (B.A.), Sociology, A
Ron MacDonald, MSFS, ChFC, CAE's Connecticut Mutual Life Experience July 1973 - September 1979
Job The Project Management Institute
Industry Nonprofit Organization Management
Experience
The Project Management Institute May 2011 - Present
Society of Financial Service Professionals December 1982 - March 2009
MEMBERSHIP & CHAPTER SERVICES December 1982 - March 2009
SOCIETY OF FINANCIAL SERVICE PROFESSIONALS (FSP) December 1982 - March 2009
BANKERS LIFE September 1979 - December 1982
CONNECTICUT MUTUAL LIFE July 1973 - September 1979
Skills
Marketing, Strategic Planning, Event Planning, Training, Team Building, Strategy, Project Management, Business Strategy, Risk Management, Change Management, Leadership, Budgets, Business Planning, Management, Fundraising, Public Relations, Coaching, Program Management, Marketing Strategy, Recruiting, Employee Benefits, Customer Service, Leadership Development, Public Speaking, Insurance, Small Business, Management Consulting, Nonprofits, Project Planning, Association Management, Corporate Communications
Education
American Society of Association Executives 1982 — 2009
CAE designation, Association Management
The American College 1974 — 1988
CLU, ChFC, MSFS, Financial Services
Gettysburg College 1969 — 1973
BA, History
Gettysburg College 1969 — 1973
BACHELOR OF ARTS, HISTORY
Nether Providence High School 1963 — 1969
STATE OF PENNSYLVANIA
The American College
MASTER OF SCIENCE, FINANCIAL SERVICES
The Project Management Institute May 2011 - Present
Society of Financial Service Professionals December 1982 - March 2009
MEMBERSHIP & CHAPTER SERVICES December 1982 - March 2009
SOCIETY OF FINANCIAL SERVICE PROFESSIONALS (FSP) December 1982 - March 2009
BANKERS LIFE September 1979 - December 1982
CONNECTICUT MUTUAL LIFE July 1973 - September 1979
Skills
Marketing, Strategic Planning, Event Planning, Training, Team Building, Strategy, Project Management, Business Strategy, Risk Management, Change Management, Leadership, Budgets, Business Planning, Management, Fundraising, Public Relations, Coaching, Program Management, Marketing Strategy, Recruiting, Employee Benefits, Customer Service, Leadership Development, Public Speaking, Insurance, Small Business, Management Consulting, Nonprofits, Project Planning, Association Management, Corporate Communications
Education
American Society of Association Executives 1982 — 2009
CAE designation, Association Management
The American College 1974 — 1988
CLU, ChFC, MSFS, Financial Services
Gettysburg College 1969 — 1973
BA, History
Gettysburg College 1969 — 1973
BACHELOR OF ARTS, HISTORY
Nether Providence High School 1963 — 1969
STATE OF PENNSYLVANIA
The American College
MASTER OF SCIENCE, FINANCIAL SERVICES
Thomas Monti's Connecticut Mutual Life Experience 1983 - 1996
Job attorney experienced in divorce, support, custody, wills, trusts, estates and planning
Industry Law Practice
Experience
Law Office of Thomas A. Monti January 2007 - Present
MML Investors Services, Inc October 2003 - December 2006
MassMutual 2000 - 2006
Massachusetts Mutual Life October 2000 - October 2003
Commonwealth Financial Group August 1995 - September 2000
Connecticut mutual life 1983 - 1996
Skills
Estate Planning, Corporate Law, Wills, Trusts, Courts, Fixed Annuities, Investments
Education
Suffolk University Law School 1979 — 1983
JD, law
University ofConnectcut 1974 — 1976
MBA
Syracuse University 1968 — 1972
BS, Management
Law Office of Thomas A. Monti January 2007 - Present
MML Investors Services, Inc October 2003 - December 2006
MassMutual 2000 - 2006
Massachusetts Mutual Life October 2000 - October 2003
Commonwealth Financial Group August 1995 - September 2000
Connecticut mutual life 1983 - 1996
Skills
Estate Planning, Corporate Law, Wills, Trusts, Courts, Fixed Annuities, Investments
Education
Suffolk University Law School 1979 — 1983
JD, law
University ofConnectcut 1974 — 1976
MBA
Syracuse University 1968 — 1972
BS, Management
Ernest Chico Rosemond's Connecticut Mutual Life Experience April 1984 - June 1989
Job Director Sponsorships & Exhibits at AARP
Industry Nonprofit Organization Management
Experience
AARP September 2013 - Present
AARP September 2001 - Present
AARP March 2013 - June 2013
AARP Services, Inc. January 2003 - August 2009
AARP November 2001 - December 2002
National Alliance of Black School Educators February 1997 - September 2001
Houston & Howard Law Firm February 1995 - February 1997
Superior Court of the Disrict of Columbia September 1992 - October 1994
Exxon Company, USA April 1991 - August 1991
Connecticut Mutual Life April 1984 - June 1989
Skills
Non-profits, Public Speaking, Program Evaluation, Media Relations, Public Policy, Event Management, Fundraising, Program Development, Marketing, Volunteer Management, Event Planning, Coalitions, Nonprofits, Public Relations, Community Development, Strategic Partnerships, Philanthropy, Marketing Communications, Social Media, Integrated Marketing, Community Outreach, Direct Marketing, Program Management, Policy Analysis, Grassroots Organizing, Marketing Strategy, Grant Writing, Strategic Planning, Email Marketing, Strategic Communications
Education
Georgetown University Law Center 1989 — 1992
Juris Doctorate, Law
University of Michigan 1980 — 1981
Graduate Certificate, Human Resources Development
University of Michigan 1976 — 1980
Bachelor of Arts (B.A.), Psychology
AARP September 2013 - Present
AARP September 2001 - Present
AARP March 2013 - June 2013
AARP Services, Inc. January 2003 - August 2009
AARP November 2001 - December 2002
National Alliance of Black School Educators February 1997 - September 2001
Houston & Howard Law Firm February 1995 - February 1997
Superior Court of the Disrict of Columbia September 1992 - October 1994
Exxon Company, USA April 1991 - August 1991
Connecticut Mutual Life April 1984 - June 1989
Skills
Non-profits, Public Speaking, Program Evaluation, Media Relations, Public Policy, Event Management, Fundraising, Program Development, Marketing, Volunteer Management, Event Planning, Coalitions, Nonprofits, Public Relations, Community Development, Strategic Partnerships, Philanthropy, Marketing Communications, Social Media, Integrated Marketing, Community Outreach, Direct Marketing, Program Management, Policy Analysis, Grassroots Organizing, Marketing Strategy, Grant Writing, Strategic Planning, Email Marketing, Strategic Communications
Education
Georgetown University Law Center 1989 — 1992
Juris Doctorate, Law
University of Michigan 1980 — 1981
Graduate Certificate, Human Resources Development
University of Michigan 1976 — 1980
Bachelor of Arts (B.A.), Psychology
Vincent DiNallo's Connecticut Mutual Life Experience August 1979 - August 1996
Job Owner at DiNallo Financial Services
Industry Financial Services
Experience
DiNallo Financial Services August 1996 - Present
Connecticut Mutual Life August 1979 - August 1996
Investor Diversified Services July 1973 - August 1979
Education
State University of New York College at Plattsburgh 1968 — 1970
Bachelor of Science (BS), Business/Managerial Economics
Mohawk Valley Community College 1966 — 1968
Associate of Arts and Sciences (AAS), Banking Insurance &Realestate
DiNallo Financial Services August 1996 - Present
Connecticut Mutual Life August 1979 - August 1996
Investor Diversified Services July 1973 - August 1979
Education
State University of New York College at Plattsburgh 1968 — 1970
Bachelor of Science (BS), Business/Managerial Economics
Mohawk Valley Community College 1966 — 1968
Associate of Arts and Sciences (AAS), Banking Insurance &Realestate
Jim Crandell's Connecticut Mutual Life Experience 1978 - 1981
Job
Industry Investment Banking
Experience
Cowen and Company 2013 - Present
Distribution Now May 2014 - June 2014
Dahlman Rose & Co. 2011 - 2013
Barclays Investment Bank 2008 - 2011
Lehman Brothers 1999 - 2008
Salomon Brothers 1981 - 1997
Connecticut Mutual Life 1978 - 1981
Standard and Poors 1977 - 1978
Skills
Microsoft Excel, Microsoft Word, Oil & Gas Industry, Equities, Customer Service, Investment Banking, Microsoft Office, Valuation, PowerPoint, Equity Research, Financial Modeling, Financial Analysis, Equity Trading, Management, Hedge Funds
Education
Saint Lawrence University
Cowen and Company 2013 - Present
Distribution Now May 2014 - June 2014
Dahlman Rose & Co. 2011 - 2013
Barclays Investment Bank 2008 - 2011
Lehman Brothers 1999 - 2008
Salomon Brothers 1981 - 1997
Connecticut Mutual Life 1978 - 1981
Standard and Poors 1977 - 1978
Skills
Microsoft Excel, Microsoft Word, Oil & Gas Industry, Equities, Customer Service, Investment Banking, Microsoft Office, Valuation, PowerPoint, Equity Research, Financial Modeling, Financial Analysis, Equity Trading, Management, Hedge Funds
Education
Saint Lawrence University
John Signorotti (Advisor)'s Connecticut Mutual Life Experience December 1987 - December 1992
Job CERTIFIED FINANCIAL PLANNER at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. January 1994 - Present
LeTip 1999 - 2015
LeTip 1999 - 2015
New England Securities, Inc. January 1993 - December 1993
Connecticut Mutual Life December 1987 - December 1992
Integrated Resources, Inc. 1986 - 1987
Skills
Retirement Income, Wealth Management, Tax Reduction Strategies, Covered CA Insurance..., Pensions, Estate Planning..., Group Insurance, Employee Benefits, Life Insurance Planning, Risk Tolerance..., Investment Portfolio..., Mutual Funds, Stocks, Bonds, Fee-based Accounts, Financial Plans, Retirement Planning, Small Business..., Pension Design, Investments, Financial Advisory, Financial Planning
Education
The American College 1991 — 2003
CFP, ChFC, CLU, Financial Planning, Employee Benefits, Retirement Planning
University of California, Santa Barbara 1982 — 1986
Bachelor of Arts (BA), Business and Economics
John F. Kennedy, HS 1977 — 1980
Transamerica Financial Advisors, Inc. January 1994 - Present
LeTip 1999 - 2015
LeTip 1999 - 2015
New England Securities, Inc. January 1993 - December 1993
Connecticut Mutual Life December 1987 - December 1992
Integrated Resources, Inc. 1986 - 1987
Skills
Retirement Income, Wealth Management, Tax Reduction Strategies, Covered CA Insurance..., Pensions, Estate Planning..., Group Insurance, Employee Benefits, Life Insurance Planning, Risk Tolerance..., Investment Portfolio..., Mutual Funds, Stocks, Bonds, Fee-based Accounts, Financial Plans, Retirement Planning, Small Business..., Pension Design, Investments, Financial Advisory, Financial Planning
Education
The American College 1991 — 2003
CFP, ChFC, CLU, Financial Planning, Employee Benefits, Retirement Planning
University of California, Santa Barbara 1982 — 1986
Bachelor of Arts (BA), Business and Economics
John F. Kennedy, HS 1977 — 1980