Conning & Company
Industry: Investment management company
DescriptionConning is a global investment management firm serving the insurance industry. Conning supports institutional investors, including pension plans, with investment and asset management products, risk modeling software, and industry research. AUM: ~US$120 billion (2016) Headquarters: Hartford, CT Parent organization: Cathay Financial Holding Co. Ltd. Number of employees: 350 Founded: 1912 Subsidiaries: Conning Investment Products, Inc.,
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Conning & Company Employees
Employee
Years
Job
Industry
Joseph Zavalishin Joseph Zavalishin's Conning & Company Experience 1998 - 2001
Job Executive Vice President of Strategic Contracting & Payer Relations at AxelaCare Health Solutions
Industry Health, Wellness and Fitness
Experience
AxelaCare Health Solutions January 2014 - Present
Walgreens January 2013 - December 2013
Walgreens June 2009 - January 2013
Aetna October 2006 - May 2009
Aetna February 2004 - October 2006
CIGNA January 2002 - February 2004
Conning & Company 1998 - 2001
Travelers May 1997 - July 1999
Veterans Administration May 1992 - May 1997
Skills
Managed Care, Provider Relations, PBM, Medicare Part D, Pharmacy Operations, Healthcare Management, Pricing Strategy, Pharmacy, Health Insurance, Pharmacy Benefit..., Pharmacy Automation, Disease Management, Healthcare, Leadership, Medicaid
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
MBA, Finance & Strategy
University of Connecticut
AxelaCare Health Solutions January 2014 - Present
Walgreens January 2013 - December 2013
Walgreens June 2009 - January 2013
Aetna October 2006 - May 2009
Aetna February 2004 - October 2006
CIGNA January 2002 - February 2004
Conning & Company 1998 - 2001
Travelers May 1997 - July 1999
Veterans Administration May 1992 - May 1997
Skills
Managed Care, Provider Relations, PBM, Medicare Part D, Pharmacy Operations, Healthcare Management, Pricing Strategy, Pharmacy, Health Insurance, Pharmacy Benefit..., Pharmacy Automation, Disease Management, Healthcare, Leadership, Medicaid
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
MBA, Finance & Strategy
University of Connecticut
Patricia Cosgel Patricia Cosgel's Conning & Company Experience March 2001 - May 2001
Job Vice President and Treasurer at UIL Holdings Corporation
Industry Utilities
Experience
UIL Holdings Corporation May 2011 - Present
Northeast Utilities January 2009 - April 2011
Northeast Utilities January 2005 - December 2008
Northeast Utilities September 2001 - December 2004
Conning & Company March 2001 - May 2001
Federal Reserve Bank of Boston 1991 - 1998
Federal Reserve Bank of Philadelphia 1989 - 1990
Skills
Financial Analysis, corporate finance, Treasury Management, Treasury, Investment Management, Enterprise Risk..., Federal Reserve, Management
Education
University of Iowa 1987 — 1989
M.A., Economics
Dickinson College 1983 — 1987
B.A., Economics
UIL Holdings Corporation May 2011 - Present
Northeast Utilities January 2009 - April 2011
Northeast Utilities January 2005 - December 2008
Northeast Utilities September 2001 - December 2004
Conning & Company March 2001 - May 2001
Federal Reserve Bank of Boston 1991 - 1998
Federal Reserve Bank of Philadelphia 1989 - 1990
Skills
Financial Analysis, corporate finance, Treasury Management, Treasury, Investment Management, Enterprise Risk..., Federal Reserve, Management
Education
University of Iowa 1987 — 1989
M.A., Economics
Dickinson College 1983 — 1987
B.A., Economics
Bill Bourque Bill Bourque's Conning & Company Experience November 1999 - December 2010
Job Sr. Corporate Counsel at Medtronic Minimally Invasive Therapies Group
Industry Legal Services
Experience
Axiom Law August 2011 - December 2012
Conning & Company November 1999 - December 2010
Polaris Financial Services, Inc. April 1998 - October 1999
State of Connecticut, Department of Banking December 1994 - April 1998
Skills
Contract Negotiation, Corporate Law, Employment Law, Corporate Governance
Education
Quinnipiac University School of Law 1990 — 1993
Juris Doctor (J.D.), Law, Top ten percent of class
Iona College 1979 — 1983
Bachelor's Degree, International/Global Studies
Axiom Law August 2011 - December 2012
Conning & Company November 1999 - December 2010
Polaris Financial Services, Inc. April 1998 - October 1999
State of Connecticut, Department of Banking December 1994 - April 1998
Skills
Contract Negotiation, Corporate Law, Employment Law, Corporate Governance
Education
Quinnipiac University School of Law 1990 — 1993
Juris Doctor (J.D.), Law, Top ten percent of class
Iona College 1979 — 1983
Bachelor's Degree, International/Global Studies
Jeffrey Alexander Jeffrey Alexander's Conning & Company Experience January 2001 - May 2005
Job Controller at New England Mercantile Group, LLC
Industry Accounting
Experience
New England Mercantile Group, LLC November 2014 - Present
Shadow Management Group, Inc. September 2011 - Present
Biogas Energy Solutions, LLC (fka US Energy Systems, Inc) August 2010 - March 2011
US Energy Systems, Inc August 2006 - March 2008
US Energy Systems, Inc August 2005 - July 2006
Conning & Company January 2001 - May 2005
Conning & Company January 1994 - December 2000
Conning & Company April 1991 - December 1993
Danielson Federal Savings & Loan Association January 1988 - November 1990
PricewaterhouseCoopers Limited July 1985 - December 1987
Skills
Financial Accounting, Management Accounting, Financial Modeling, Financial Statements, Business Analysis, Consolidation, Consolidated Financial..., Daily Operations..., Budgets, Creative Direction, Business Strategy, Policy, Internal Controls, Cash Management, IPO, Auditing, Marketing Strategy, Corporate FP&A, IFRS, GAAP, Coaching, US GAAP reporting, Mergers & Acquisitions, Post Acquisition...
Education
Oral Roberts University 1981 — 1985
Bachelor of Applied Science (BASc), Accounting and Business/Management
New England Mercantile Group, LLC November 2014 - Present
Shadow Management Group, Inc. September 2011 - Present
Biogas Energy Solutions, LLC (fka US Energy Systems, Inc) August 2010 - March 2011
US Energy Systems, Inc August 2006 - March 2008
US Energy Systems, Inc August 2005 - July 2006
Conning & Company January 2001 - May 2005
Conning & Company January 1994 - December 2000
Conning & Company April 1991 - December 1993
Danielson Federal Savings & Loan Association January 1988 - November 1990
PricewaterhouseCoopers Limited July 1985 - December 1987
Skills
Financial Accounting, Management Accounting, Financial Modeling, Financial Statements, Business Analysis, Consolidation, Consolidated Financial..., Daily Operations..., Budgets, Creative Direction, Business Strategy, Policy, Internal Controls, Cash Management, IPO, Auditing, Marketing Strategy, Corporate FP&A, IFRS, GAAP, Coaching, US GAAP reporting, Mergers & Acquisitions, Post Acquisition...
Education
Oral Roberts University 1981 — 1985
Bachelor of Applied Science (BASc), Accounting and Business/Management
Bruce Brodie's Conning & Company Experience January 1997 - September 1997
Job Managing DIrector at PricewaterhouseCoopers LLC
Industry Insurance
Experience
PricewaterhouseCoopers LLC September 2011 - Present
Zurich Insurance April 2006 - September 2011
Second Opinion August 2004 - April 2006
Arch Insurance 2002 - 2004
KPMG Consulting August 2000 - February 2002
General American/Conning September 1997 - August 2000
Conning & Company January 1997 - September 1997
CNA 1995 - 1996
CNA Financial, CNA Insurance 1994 - 1996
Continental Insurance 1981 - 1994
Skills
Insurance, Risk Management, Reinsurance, Property & Casualty..., Underwriting, General Insurance, IT Value Management, Merger Integration, Strategic Planning, Business Strategy, Governance, Organizational Design, Financial Risk, Project Management, Claim, Brokers, Acquisition Integration, Workers Compensation, Liability, Information Technology, Commercial Insurance, Enterprise Risk..., Claims Management, Sarbanes-Oxley Act, Management, Actuarial Science, Financial Services, Employee Benefits, Professional Liability, Captives, IT Strategy, Casualty
Education
New York University - Leonard N. Stern School of Business 1979 — 1981
Columbia University in the City of New York 1977 — 1979
MFA
Yale University 1972 — 1976
PricewaterhouseCoopers LLC September 2011 - Present
Zurich Insurance April 2006 - September 2011
Second Opinion August 2004 - April 2006
Arch Insurance 2002 - 2004
KPMG Consulting August 2000 - February 2002
General American/Conning September 1997 - August 2000
Conning & Company January 1997 - September 1997
CNA 1995 - 1996
CNA Financial, CNA Insurance 1994 - 1996
Continental Insurance 1981 - 1994
Skills
Insurance, Risk Management, Reinsurance, Property & Casualty..., Underwriting, General Insurance, IT Value Management, Merger Integration, Strategic Planning, Business Strategy, Governance, Organizational Design, Financial Risk, Project Management, Claim, Brokers, Acquisition Integration, Workers Compensation, Liability, Information Technology, Commercial Insurance, Enterprise Risk..., Claims Management, Sarbanes-Oxley Act, Management, Actuarial Science, Financial Services, Employee Benefits, Professional Liability, Captives, IT Strategy, Casualty
Education
New York University - Leonard N. Stern School of Business 1979 — 1981
Columbia University in the City of New York 1977 — 1979
MFA
Yale University 1972 — 1976
MaryAlice Dennehy MaryAlice Dennehy's Conning & Company Experience October 1993 - February 1997
Job Trading at Bradley, Foster & Sargent, Inc.
Industry Financial Services
Experience
Bradley, Foster & Sargent, Inc. July 2013 - Present
Janney Montgomery Scott October 2006 - July 2013
Phoenix Companies February 1997 - October 2006
Conning & Company October 1993 - February 1997
CIGNA August 1990 - October 1993
Conning & Company June 1985 - August 1990
Merrill Lynch January 1977 - June 1985
Skills
Securities, Investments, ETFs, FINRA, Asset Managment, Equity Trading, Investment Management
Education
Trinity College-Hartford 2005 — 2009
MA, History
Vermont College of Norwich University 1983 — 1986
BA, American History
Bradley, Foster & Sargent, Inc. July 2013 - Present
Janney Montgomery Scott October 2006 - July 2013
Phoenix Companies February 1997 - October 2006
Conning & Company October 1993 - February 1997
CIGNA August 1990 - October 1993
Conning & Company June 1985 - August 1990
Merrill Lynch January 1977 - June 1985
Skills
Securities, Investments, ETFs, FINRA, Asset Managment, Equity Trading, Investment Management
Education
Trinity College-Hartford 2005 — 2009
MA, History
Vermont College of Norwich University 1983 — 1986
BA, American History
Joseph Gaboury Joseph Gaboury's Conning & Company Experience February 2003 - January 2015
Job Systems Data Management Consultant at MassMutual Financial Group
Industry Information Technology and Services
Experience
MassMutual Financial Group January 2015 - Present
Conning & Company February 2003 - January 2015
Conning & Company February 2003 - January 2015
Conning & Co February 2003 - December 2009
Conning & Company February 2003 - November 2009
Rocky Hill High School September 2005 - March 2009
Wesleyan University September 2001 - February 2003
New Horizons Computer Learning Center September 2000 - February 2003
New Horizons CLC September 2000 - January 2003
Skills
SQL, Windows, Training, Access, Human Resources, Data Analysis, Analysis, Project Management, Databases, Leadership, Management, Insurance, Lotus Notes, Windows 7, PowerPoint, Technical Support, Crystal Reports, Software Documentation, Networking, Microsoft Office
Education
Springfield College 1998 — 2000
M.S, Industrial / Organizational Psychology
Springfield College 1994 — 2000
MS, Psychology Industrial Organizational
Springfield College 1994 — 2000
BS, Psychology
Springfield College 1994 — 1997
B.S, Psychology
MassMutual Financial Group January 2015 - Present
Conning & Company February 2003 - January 2015
Conning & Company February 2003 - January 2015
Conning & Co February 2003 - December 2009
Conning & Company February 2003 - November 2009
Rocky Hill High School September 2005 - March 2009
Wesleyan University September 2001 - February 2003
New Horizons Computer Learning Center September 2000 - February 2003
New Horizons CLC September 2000 - January 2003
Skills
SQL, Windows, Training, Access, Human Resources, Data Analysis, Analysis, Project Management, Databases, Leadership, Management, Insurance, Lotus Notes, Windows 7, PowerPoint, Technical Support, Crystal Reports, Software Documentation, Networking, Microsoft Office
Education
Springfield College 1998 — 2000
M.S, Industrial / Organizational Psychology
Springfield College 1994 — 2000
MS, Psychology Industrial Organizational
Springfield College 1994 — 2000
BS, Psychology
Springfield College 1994 — 1997
B.S, Psychology
Richard Hua's Conning & Company Experience September 2008 - December 2008
Job Communications Specialist/Writer Seeking Innovative Organization With Passionate, Positive, and Genuinely Caring People
Industry Financial Services
Experience
State Street May 2015 - Present
ADP May 2013 - November 2014
Columbia Gas of Massachusetts October 2010 - October 2011
Avery Dennison August 2009 - May 2010
Conning & Company September 2008 - December 2008
American Cancer Society September 2008 - December 2008
Clark University August 2007 - December 2007
Skills
Blogging, Calligraphy (Chancery..., Corporate Communications, Cultural Awareness, Cultural Diversity, Customer Service, Customer Relations, Detail-oriented, Education, Excel, Databases, Data Entry, Firefox, Fundraising, Internal Communications, Internet, Internet Explorer, Internet Research, Lotus Notes, Marketing Communications, Microsoft Office, Microsoft Office 2003, Microsoft Office 2007, Microsoft Office 2010, Organizational..., Outlook, People-oriented, Performance Metrics, PowerPoint, Public Speaking, Social Networking, Team Leadership, Teamwork, Word, Writing, Visio, Microsoft Excel, Nonprofits, Marketing
Education
Clark University
Bachelor of Arts (B.A.), Communication and Culture
State Street May 2015 - Present
ADP May 2013 - November 2014
Columbia Gas of Massachusetts October 2010 - October 2011
Avery Dennison August 2009 - May 2010
Conning & Company September 2008 - December 2008
American Cancer Society September 2008 - December 2008
Clark University August 2007 - December 2007
Skills
Blogging, Calligraphy (Chancery..., Corporate Communications, Cultural Awareness, Cultural Diversity, Customer Service, Customer Relations, Detail-oriented, Education, Excel, Databases, Data Entry, Firefox, Fundraising, Internal Communications, Internet, Internet Explorer, Internet Research, Lotus Notes, Marketing Communications, Microsoft Office, Microsoft Office 2003, Microsoft Office 2007, Microsoft Office 2010, Organizational..., Outlook, People-oriented, Performance Metrics, PowerPoint, Public Speaking, Social Networking, Team Leadership, Teamwork, Word, Writing, Visio, Microsoft Excel, Nonprofits, Marketing
Education
Clark University
Bachelor of Arts (B.A.), Communication and Culture
Christopher Lanzano Christopher Lanzano's Conning & Company Experience September 2009 - December 2009
Job Project Manager at Computershare Governance Services
Industry Information Technology and Services
Experience
Computershare Governance Services August 2012 - Present
CGL Associates, LLC. September 2009 - Present
Madison Square Garden February 2010 - March 2012
Conning & Company September 2009 - December 2009
ACS HCS 2007 - 2009
Cheetah Learning 2005 - 2009
GlassHouse Technologies, Inc. October 2005 - January 2007
Health Net, Inc May 2005 - September 2005
Northeast Utilities August 2004 - April 2005
IBM November 2002 - July 2004
Skills
Insurance, SDLC, PMP, Healthcare, Project Management, Process Improvement, Data Center, Business Analysis, Leadership, Disaster Recovery, MS Project, Business Process..., Management, Program Management, PMO, Operations Management, Project Planning, Vendor Management, CRM, IT Strategy, Analysis, Project Portfolio..., Information Technology, Testing, Networking, Training, Consulting, Visio, IT Management, Enterprise Software, Business Process, Requirements Gathering, Change Management, Software Project..., Integration, Business Intelligence, Resource Management, Cross-functional Team..., Team Leadership, Governance, SharePoint, Requirements Analysis, Risk Management, ITIL, IT Service Management, Software Documentation, Project Delivery, Infrastructure, Outsourcing, Enterprise Architecture
Education
Iona College 1983 — 1985
MS
Manhattan College 1980 — 1982
MBA
Manhattan College 1976 — 1980
BS
Computershare Governance Services August 2012 - Present
CGL Associates, LLC. September 2009 - Present
Madison Square Garden February 2010 - March 2012
Conning & Company September 2009 - December 2009
ACS HCS 2007 - 2009
Cheetah Learning 2005 - 2009
GlassHouse Technologies, Inc. October 2005 - January 2007
Health Net, Inc May 2005 - September 2005
Northeast Utilities August 2004 - April 2005
IBM November 2002 - July 2004
Skills
Insurance, SDLC, PMP, Healthcare, Project Management, Process Improvement, Data Center, Business Analysis, Leadership, Disaster Recovery, MS Project, Business Process..., Management, Program Management, PMO, Operations Management, Project Planning, Vendor Management, CRM, IT Strategy, Analysis, Project Portfolio..., Information Technology, Testing, Networking, Training, Consulting, Visio, IT Management, Enterprise Software, Business Process, Requirements Gathering, Change Management, Software Project..., Integration, Business Intelligence, Resource Management, Cross-functional Team..., Team Leadership, Governance, SharePoint, Requirements Analysis, Risk Management, ITIL, IT Service Management, Software Documentation, Project Delivery, Infrastructure, Outsourcing, Enterprise Architecture
Education
Iona College 1983 — 1985
MS
Manhattan College 1980 — 1982
MBA
Manhattan College 1976 — 1980
BS
Jon Southworth's Conning & Company Experience January 1997 - January 2000
Job Management, Operations, Sales and Marketing Executive with Business Ownership and Military Experience.
Industry Environmental Services
Experience
Seeking New Opportunity June 2015 - Present
Shore Trash & Recycling, LLC November 2012 - June 2015
Waste Management, Inc. January 2011 - November 2012
American Waste Enterprises, LLC January 2007 - January 2011
ZOLL Medical Corporation January 2004 - January 2007
Insurity, a ChoicePoint,Inc. Company January 2000 - January 2004
Conning & Company January 1997 - January 2000
Johnson & Johnson January 1994 - January 1997
US Army January 1990 - January 1994
Skills
Contract Negotiation, New Business Development, Strategic Planning, Team Building, Account Management, Sales, Purchasing, Customer Service, Marketing Strategy, Inventory Management, Advertising, Public Speaking, Microsoft Excel, Event Management, Budgets, Program Management, Territory Development, Proposal Writing, Event Planning, Sales Management, Commercial Drivers..., Business Development, Management, Selling, Business Planning, Marketing, Leadership, Sales Operations, Training, Sales Process, Forecasting, Start-ups, Customer Retention, Recycling, Project Planning, Cold Calling, Waste, Solid Waste, Negotiation, Waste Management, Human Resources, Operations Management, B2B, Project Management, Social Media, Social Media Marketing, Direct Sales
Education
Elon University 1986 — 1990
BS, Business Administration, Emphasis Marketing, Minor in Spanish
Elon University 1986 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Seeking New Opportunity June 2015 - Present
Shore Trash & Recycling, LLC November 2012 - June 2015
Waste Management, Inc. January 2011 - November 2012
American Waste Enterprises, LLC January 2007 - January 2011
ZOLL Medical Corporation January 2004 - January 2007
Insurity, a ChoicePoint,Inc. Company January 2000 - January 2004
Conning & Company January 1997 - January 2000
Johnson & Johnson January 1994 - January 1997
US Army January 1990 - January 1994
Skills
Contract Negotiation, New Business Development, Strategic Planning, Team Building, Account Management, Sales, Purchasing, Customer Service, Marketing Strategy, Inventory Management, Advertising, Public Speaking, Microsoft Excel, Event Management, Budgets, Program Management, Territory Development, Proposal Writing, Event Planning, Sales Management, Commercial Drivers..., Business Development, Management, Selling, Business Planning, Marketing, Leadership, Sales Operations, Training, Sales Process, Forecasting, Start-ups, Customer Retention, Recycling, Project Planning, Cold Calling, Waste, Solid Waste, Negotiation, Waste Management, Human Resources, Operations Management, B2B, Project Management, Social Media, Social Media Marketing, Direct Sales
Education
Elon University 1986 — 1990
BS, Business Administration, Emphasis Marketing, Minor in Spanish
Elon University 1986 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Linsie F. Esau III Linsie F. Esau III's Conning & Company Experience August 2000 - Present
Job sr investment accountant at Conning Asset Management
Industry Accounting
Experience
Conning & Company August 2000 - Present
Conning Asset Management 2000 - 2011
Education
Hamilton College 1988 — 1992
BA, Economics
Conning & Company August 2000 - Present
Conning Asset Management 2000 - 2011
Education
Hamilton College 1988 — 1992
BA, Economics
Jim Bagley's Conning & Company Experience 1989 - 1997
Job Assistant Controller Corporate Finance (Parttime) at Tronox
Industry Chemicals
Experience
Tronox April 2015 - Present
Tronox January 2013 - March 2015
Chemtura Corporation July 2010 - June 2012
Chemtura Corporation January 2009 - June 2010
Chemtura Corporation September 2006 - December 2008
Aetna Inc. 2005 - 2006
MassMutual Financial Group 2002 - 2004
MML Investors Services, Inc. 1997 - 2002
Conning & Company 1989 - 1997
Conning & Company 1986 - 1989
Skills
US GAAP, SOX, Financial Analysis, Financial Reporting, Financial Planning, SEC Financial Reporting, Corporate Budgeting, Risk Management, Valuation, Mergers, Career Development..., Staff Development, Bankruptcy Accounting &..., Corporate Tax, Legal Entity..., Finance, Process Improvement, Tax, Managerial Finance, Bankruptcy, Legal, Accounting, Sarbanes-Oxley Act, Corporate Finance, Cash Management, Strategic Financial..., Auditing, Share-Based Compensation, IFRS, Mergers & Acquisitions, GAAP, Cost Accounting, Hyperion Enterprise, Consolidation, Stock Compensation
Education
Bentley University 1976 — 1980
BS, Accountancy
Tronox April 2015 - Present
Tronox January 2013 - March 2015
Chemtura Corporation July 2010 - June 2012
Chemtura Corporation January 2009 - June 2010
Chemtura Corporation September 2006 - December 2008
Aetna Inc. 2005 - 2006
MassMutual Financial Group 2002 - 2004
MML Investors Services, Inc. 1997 - 2002
Conning & Company 1989 - 1997
Conning & Company 1986 - 1989
Skills
US GAAP, SOX, Financial Analysis, Financial Reporting, Financial Planning, SEC Financial Reporting, Corporate Budgeting, Risk Management, Valuation, Mergers, Career Development..., Staff Development, Bankruptcy Accounting &..., Corporate Tax, Legal Entity..., Finance, Process Improvement, Tax, Managerial Finance, Bankruptcy, Legal, Accounting, Sarbanes-Oxley Act, Corporate Finance, Cash Management, Strategic Financial..., Auditing, Share-Based Compensation, IFRS, Mergers & Acquisitions, GAAP, Cost Accounting, Hyperion Enterprise, Consolidation, Stock Compensation
Education
Bentley University 1976 — 1980
BS, Accountancy
Tammy Small Tammy Small's Conning & Company Experience February 2007 - September 2008
Job Sr. Accountant Specialist at Kinder Morgan
Industry Accounting
Experience
Kinder Morgan April 2012 - May 2015
Cablofil/Legrand North America January 2009 - August 2010
Conning & Company February 2007 - September 2008
Prestolite Wire LLC 1992 - 2007
Skills
Forecasting, Accounting, Financial Analysis, Financial Reporting, General Ledger, Microsoft Excel, Budget, Internal Controls, Microsoft Office, Payroll, Account Reconciliation, Sarbanes-Oxley Act, Budgets, Auditing, Variance Analysis, Financial Accounting, Hyperion Enterprise
Education
Arkansas State University
MBA
Davenport University 1986 — 1991
Bachelors, Business Mgmt, Accounting
Kinder Morgan April 2012 - May 2015
Cablofil/Legrand North America January 2009 - August 2010
Conning & Company February 2007 - September 2008
Prestolite Wire LLC 1992 - 2007
Skills
Forecasting, Accounting, Financial Analysis, Financial Reporting, General Ledger, Microsoft Excel, Budget, Internal Controls, Microsoft Office, Payroll, Account Reconciliation, Sarbanes-Oxley Act, Budgets, Auditing, Variance Analysis, Financial Accounting, Hyperion Enterprise
Education
Arkansas State University
MBA
Davenport University 1986 — 1991
Bachelors, Business Mgmt, Accounting
James Ramenda James Ramenda's Conning & Company Experience September 1984 - February 1989
Job Senior Vice President, Enterprise Risk at SS&C Technologies
Industry Investment Management
Experience
SS&C Technologies January 2011 - Present
Northington Partners, Inc. 1989 - January 2013
Conning & Company September 1984 - February 1989
CIGNA June 1982 - September 1984
Skills
Portfolio Management, Asset Management, Alternative Investments, Mutual Funds, Insurance, Private Equity, Banking, Enterprise Risk..., Management, Series 7, Valuation, Investments, Financial Modeling, Product Development, Mergers & Acquisitions, Risk Management, ALM, Financial Risk, Hedge Funds, Fixed Income
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
University of Pennsylvania - The Wharton School 1977 — 1981
B.S., Economics
SS&C Technologies January 2011 - Present
Northington Partners, Inc. 1989 - January 2013
Conning & Company September 1984 - February 1989
CIGNA June 1982 - September 1984
Skills
Portfolio Management, Asset Management, Alternative Investments, Mutual Funds, Insurance, Private Equity, Banking, Enterprise Risk..., Management, Series 7, Valuation, Investments, Financial Modeling, Product Development, Mergers & Acquisitions, Risk Management, ALM, Financial Risk, Hedge Funds, Fixed Income
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
University of Pennsylvania - The Wharton School 1977 — 1981
B.S., Economics
Bob Hagmeier Bob Hagmeier's Conning & Company Experience 1994 - 1996
Job Director of Marketing and Client Service at Irving Magee Investment Management
Industry Investment Management
Experience
Irving Magee Investment Management November 2014 - Present
Atlantic Asset Management April 2011 - September 2014
PIMCO September 2006 - March 2010
Advantus Captial Management 2001 - 2006
Standish Mellon Asset Management 1996 - 2001
Conning & Company 1994 - 1996
Skills
Alternative Investments, Hedge Funds, Asset Management, Series 7, Emerging Markets, Investments, Fixed Income, Portfolio Management, Equities, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Bonds
Education
Rivier College 1992 — 1994
MBA, Marketing
St. Cloud State University - Herberger Business School 1977 — 1981
BS, Finance
Irving Magee Investment Management November 2014 - Present
Atlantic Asset Management April 2011 - September 2014
PIMCO September 2006 - March 2010
Advantus Captial Management 2001 - 2006
Standish Mellon Asset Management 1996 - 2001
Conning & Company 1994 - 1996
Skills
Alternative Investments, Hedge Funds, Asset Management, Series 7, Emerging Markets, Investments, Fixed Income, Portfolio Management, Equities, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Bonds
Education
Rivier College 1992 — 1994
MBA, Marketing
St. Cloud State University - Herberger Business School 1977 — 1981
BS, Finance
Marlene Brigham Marlene Brigham's Conning & Company Experience July 2004 - Present
Job Compliance Officer at Conning & Company
Industry Investment Management
Experience
Conning & Company July 2004 - Present
Aetna, Inc. September 2000 - April 2003
Aeltus Investment Management (n/k/a Voya) February 1996 - September 2000
Skills
Newsletter Editor for..., FINRA, Securities, Asset Management, Risk Management, Internal Investigations
Education
The University of Connecticut
Bachelor of General Studies, Legal
Conning & Company July 2004 - Present
Aetna, Inc. September 2000 - April 2003
Aeltus Investment Management (n/k/a Voya) February 1996 - September 2000
Skills
Newsletter Editor for..., FINRA, Securities, Asset Management, Risk Management, Internal Investigations
Education
The University of Connecticut
Bachelor of General Studies, Legal
Seth Warner Seth Warner's Conning & Company Experience 1968 - 1974
Job Managing Member, CEO and CIO ETFConcepts, LLC
Industry Investment Management
Experience
ETFConcepts, LLC 2012 - Present
Warner Financial Select, LLC 2004 - 2013
Warner Prince, Inc 1974 - 2003
111 Main Street Management, Ltd. 1993 - 1996
Conning & Company 1968 - 1974
Skills
Economics, Investments, Asset Allocation, Hedge Funds, Alternative Investments, Asset Management, Volatility, Equities, Trading Systems, Fixed Income, Commodities, Currency, Portfolio Management, Bonds, FX, Financial Markets, Capital Markets, Quant, Technical Analysis, Investment Advisory, Beauchamp, FX Options, GFAS, Securities, Commodity, Global Macro, Institutional Portfolio..., Mutual Funds, Equity Research, Quantitative Investing, Asset Managment, Trading, Wealth Management, Investment Management, Managed Futures, Equity Trading, Trading Strategies, Investment Strategies, Fund Of Funds, Hedging, Due Diligence, ETFs, Electronic Trading, Entrepreneurship, Financial Risk, Proprietary Trading, Risk Management
Education
United States Marine Corps 1960 — 1963
1st Lieutenant, 1st Light Antiaircraft Missile Bn 29 Palms, CA
Hamilton College 1956 — 1960
BA, EnglishArt History
Hotchkiss School 1953 — 1956
ETFConcepts, LLC 2012 - Present
Warner Financial Select, LLC 2004 - 2013
Warner Prince, Inc 1974 - 2003
111 Main Street Management, Ltd. 1993 - 1996
Conning & Company 1968 - 1974
Skills
Economics, Investments, Asset Allocation, Hedge Funds, Alternative Investments, Asset Management, Volatility, Equities, Trading Systems, Fixed Income, Commodities, Currency, Portfolio Management, Bonds, FX, Financial Markets, Capital Markets, Quant, Technical Analysis, Investment Advisory, Beauchamp, FX Options, GFAS, Securities, Commodity, Global Macro, Institutional Portfolio..., Mutual Funds, Equity Research, Quantitative Investing, Asset Managment, Trading, Wealth Management, Investment Management, Managed Futures, Equity Trading, Trading Strategies, Investment Strategies, Fund Of Funds, Hedging, Due Diligence, ETFs, Electronic Trading, Entrepreneurship, Financial Risk, Proprietary Trading, Risk Management
Education
United States Marine Corps 1960 — 1963
1st Lieutenant, 1st Light Antiaircraft Missile Bn 29 Palms, CA
Hamilton College 1956 — 1960
BA, EnglishArt History
Hotchkiss School 1953 — 1956
Jennifer Bourret, CFA Jennifer Bourret, CFA's Conning & Company Experience July 2011 - March 2013
Job Pricing AnalystPrudential Retirement
Industry Financial Services
Experience
Prudential Financial March 2013 - Present
Conning & Company July 2011 - March 2013
Constitution Corporate Federal Credit Union September 2005 - February 2011
Structured Finance Advisors September 2003 - September 2005
Credit Suisse First Boston July 1996 - June 2002
Education
Bentley University
MBA
University of Connecticut
B.S.
Prudential Financial March 2013 - Present
Conning & Company July 2011 - March 2013
Constitution Corporate Federal Credit Union September 2005 - February 2011
Structured Finance Advisors September 2003 - September 2005
Credit Suisse First Boston July 1996 - June 2002
Education
Bentley University
MBA
University of Connecticut
B.S.
CHARLES SRAMS's Conning & Company Experience 1998 - 2012
Job Customer Service Associate at Easter Seals / Connecticut Job Works
Industry Investment Management
Experience
Easter Seals / Connecticut Job Works July 2014 - Present
Easter Seals Inc. 2014 - 2014
CONNING & COMPANY 1998 - 2012
CIGNA November 1989 - August 1997
Skills
Bloomberg, Bonds, Investments, Asset Management, Equities, Microsoft Excel, Corporate Events, Pricing, Customer Service, Financial Analysis, Pensions, Microsoft Word, Web Applications, Alternative Investments
Education
Southern Connecticut State University
Economics
Easter Seals / Connecticut Job Works July 2014 - Present
Easter Seals Inc. 2014 - 2014
CONNING & COMPANY 1998 - 2012
CIGNA November 1989 - August 1997
Skills
Bloomberg, Bonds, Investments, Asset Management, Equities, Microsoft Excel, Corporate Events, Pricing, Customer Service, Financial Analysis, Pensions, Microsoft Word, Web Applications, Alternative Investments
Education
Southern Connecticut State University
Economics
Wendy Virgadaula Wendy Virgadaula's Conning & Company Experience April 1983 - October 1985
Job Billing Manager at Fiserv
Industry Computer Software
Experience
Fiserv July 2009 - Present
BearingPoint June 2005 - July 2009
IBM January 2003 - June 2005
IBM July 1998 - January 2003
IBM August 1993 - July 1998
IBM October 1985 - August 1993
Conning & Company April 1983 - October 1985
Skills
Management Consulting, General Ledger, Analysis, Financial Analysis, Business Process...
Education
Post University 1980 — 1982
Associate of Science Degree, Accounting
Fiserv July 2009 - Present
BearingPoint June 2005 - July 2009
IBM January 2003 - June 2005
IBM July 1998 - January 2003
IBM August 1993 - July 1998
IBM October 1985 - August 1993
Conning & Company April 1983 - October 1985
Skills
Management Consulting, General Ledger, Analysis, Financial Analysis, Business Process...
Education
Post University 1980 — 1982
Associate of Science Degree, Accounting
Jennifer Cavaliere Jennifer Cavaliere's Conning & Company Experience May 2007 - October 2014
Job
Industry Financial Services
Experience
Travelers October 2014 - Present
CONNING & COMPANY May 2007 - October 2014
Gilmartin, Magence & Ross LLP July 2005 - May 2007
Edwards Angell Palmer & Dodge LLP July 2004 - July 2005
Freeman Exhibit Services January 2000 - July 2004
Skills
Coordination, Incorporation, Bankruptcy, Corporate Governance, Corporate Law, Due Diligence, Legal Contract Review, Contract drafting, Securities Regulation
Education
University of Hartford 2009 — 2012
Master of Business Administration (M.B.A.), Barney School of Business
Northeastern University 2003 — 2003
Certificate, Professional Paralegal Program
Saint Michael's College 1992 — 1994
Bachelor of Arts Degree, History and Political Science
Loyola University Maryland 1990 — 1992
Business
Travelers October 2014 - Present
CONNING & COMPANY May 2007 - October 2014
Gilmartin, Magence & Ross LLP July 2005 - May 2007
Edwards Angell Palmer & Dodge LLP July 2004 - July 2005
Freeman Exhibit Services January 2000 - July 2004
Skills
Coordination, Incorporation, Bankruptcy, Corporate Governance, Corporate Law, Due Diligence, Legal Contract Review, Contract drafting, Securities Regulation
Education
University of Hartford 2009 — 2012
Master of Business Administration (M.B.A.), Barney School of Business
Northeastern University 2003 — 2003
Certificate, Professional Paralegal Program
Saint Michael's College 1992 — 1994
Bachelor of Arts Degree, History and Political Science
Loyola University Maryland 1990 — 1992
Business
Mark Borwick's Conning & Company Experience August 2012 - March 2015
Job Finance, Investments, and Risk Executive
Industry Investment Management
Experience
Natural Resources Development S.A. February 2008 - Present
Conning & Company August 2012 - March 2015
Meadowvale Partners Capital Management, LLC January 2010 - August 2012
Gerling General Insurance Company September 2004 - July 2007
DFA Capital Management January 1999 - August 2004
Zurich Group April 1997 - December 1998
UBS April 1994 - March 1997
UBS June 1992 - March 1994
UBS November 1987 - May 1992
Harvard Business School September 1982 - December 1983
Skills
Investments, Investment Management, Asset Managment, Portfolio Management, Asset Allocation, Tactical Asset..., Investment Strategies, Economics, Equities, Fixed Income, Commodity, Structured Products, Global Macro, Alternative Investments, Hedge Funds, Hedging, Trading, Technical Analysis, Investment Banking, Capital Markets, Risk Management, Financial Risk, Financial Modeling, Financial Analysis, Investment Advisory, Financial Markets, Valuation, Business Strategy, Financial Structuring, Quantitative Analytics, Insurance, ALM, Fame, Eviews, Finance, Corporate Finance, Asset Management
Education
INSEAD 1984 — 1985
MBA, Finance
Cambridge University 1979 — 1982
BA, MA, Physics
Eton College
Natural Resources Development S.A. February 2008 - Present
Conning & Company August 2012 - March 2015
Meadowvale Partners Capital Management, LLC January 2010 - August 2012
Gerling General Insurance Company September 2004 - July 2007
DFA Capital Management January 1999 - August 2004
Zurich Group April 1997 - December 1998
UBS April 1994 - March 1997
UBS June 1992 - March 1994
UBS November 1987 - May 1992
Harvard Business School September 1982 - December 1983
Skills
Investments, Investment Management, Asset Managment, Portfolio Management, Asset Allocation, Tactical Asset..., Investment Strategies, Economics, Equities, Fixed Income, Commodity, Structured Products, Global Macro, Alternative Investments, Hedge Funds, Hedging, Trading, Technical Analysis, Investment Banking, Capital Markets, Risk Management, Financial Risk, Financial Modeling, Financial Analysis, Investment Advisory, Financial Markets, Valuation, Business Strategy, Financial Structuring, Quantitative Analytics, Insurance, ALM, Fame, Eviews, Finance, Corporate Finance, Asset Management
Education
INSEAD 1984 — 1985
MBA, Finance
Cambridge University 1979 — 1982
BA, MA, Physics
Eton College
Peter Sideris's Conning & Company Experience 2009 - July 2012
Job Technical Account Manager | Amazon Web Services
Industry Information Technology and Services
Experience
Amazon Web Services August 2015 - Present
Avon July 2013 - August 2015
Avon Products July 2012 - July 2013
Conning & Company 2009 - July 2012
Swiss Re July 2005 - September 2009
General Technology Group December 2003 - July 2005
Prudential CT Realty April 2002 - December 2003
Skills
Citrix, Active Directory, VMware, Windows Server, VMware Infrastructure, Enterprise Architecture, Servers, Disaster Recovery, Cisco UCS, Group Policy, System Administration, SCOM, Citrix Metaframe, Microsoft SQL Server, ITIL, Storage Area Networks, IIS, Information Security, Infrastructure, High Availability, DNS, Process Automation, Windows Scripting, AppSense, SAN, Troubleshooting, Office365, PKI, Cloud Computing, Hybrid Cloud
Education
Fairfield University 2001 — 2001
Technical Certification
Shelton High School
Amazon Web Services August 2015 - Present
Avon July 2013 - August 2015
Avon Products July 2012 - July 2013
Conning & Company 2009 - July 2012
Swiss Re July 2005 - September 2009
General Technology Group December 2003 - July 2005
Prudential CT Realty April 2002 - December 2003
Skills
Citrix, Active Directory, VMware, Windows Server, VMware Infrastructure, Enterprise Architecture, Servers, Disaster Recovery, Cisco UCS, Group Policy, System Administration, SCOM, Citrix Metaframe, Microsoft SQL Server, ITIL, Storage Area Networks, IIS, Information Security, Infrastructure, High Availability, DNS, Process Automation, Windows Scripting, AppSense, SAN, Troubleshooting, Office365, PKI, Cloud Computing, Hybrid Cloud
Education
Fairfield University 2001 — 2001
Technical Certification
Shelton High School
Sushil S. Garg's Conning & Company Experience April 2001 - June 2001
Job Equity Research Analyst
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) February 2015 - Present
Dowling & Partners April 2002 - March 2014
Fox-Pitt, Kelton July 2001 - April 2002
Conning & Company April 2001 - June 2001
Citizens Bank of CT July 1998 - April 2001
Skills
Equity Research, Valuation, Equities, Financial Modeling, Financial Analysis, Investments, Credit, Bloomberg, Hedge Funds, Capital Markets, Series 7, Securities, Trading, Value Investing, Long/Short Equity, Private Equity, Options, Fixed Income, Credit Analysis, Series 63, Commercial Banking, Alternative Investments, Regulatory Compliance, Hedging
Education
University of New Haven 1998 — 2000
MBA, Finance
University of Connecticut 1990 — 1995
BSc, Finance
Norwich Free Academy 1987 — 1990
Financial Industry Regulatory Authority (FINRA) February 2015 - Present
Dowling & Partners April 2002 - March 2014
Fox-Pitt, Kelton July 2001 - April 2002
Conning & Company April 2001 - June 2001
Citizens Bank of CT July 1998 - April 2001
Skills
Equity Research, Valuation, Equities, Financial Modeling, Financial Analysis, Investments, Credit, Bloomberg, Hedge Funds, Capital Markets, Series 7, Securities, Trading, Value Investing, Long/Short Equity, Private Equity, Options, Fixed Income, Credit Analysis, Series 63, Commercial Banking, Alternative Investments, Regulatory Compliance, Hedging
Education
University of New Haven 1998 — 2000
MBA, Finance
University of Connecticut 1990 — 1995
BSc, Finance
Norwich Free Academy 1987 — 1990
Lynne Johanson's Conning & Company Experience 2000 - 2002
Job Manager
Industry Financial Services
Experience
Gold's Gym October 2010 - Present
SS&C Technologies April 2007 - Present
Wicked Z Dance & Fitness April 2011 - July 2012
George Weiss Associates 2005 - 2007
Conning & Company 2000 - 2002
USI Consulting Group 1998 - 2000
Permatex, Inc. 1996 - 1998
Skills
Bloomberg, Investments, Excel, Accounting, Financial Analysis, Financial Reporting, P&L Analysis, Trial Balance, Fitness Instruction, Strength & Conditioning, Microsoft SQL Server, Management, Portfolio Management, Asset Management, Hedge Funds, Equities, Finance, Financial Modeling, Microsoft Office, Fixed Income, Derivatives
Education
Loyola University New Orleans 1996 — 1999
BS, Mathematics
The University of Connecticut 1994 — 1996
Bachelor of Science, Mathematics
Gold's Gym October 2010 - Present
SS&C Technologies April 2007 - Present
Wicked Z Dance & Fitness April 2011 - July 2012
George Weiss Associates 2005 - 2007
Conning & Company 2000 - 2002
USI Consulting Group 1998 - 2000
Permatex, Inc. 1996 - 1998
Skills
Bloomberg, Investments, Excel, Accounting, Financial Analysis, Financial Reporting, P&L Analysis, Trial Balance, Fitness Instruction, Strength & Conditioning, Microsoft SQL Server, Management, Portfolio Management, Asset Management, Hedge Funds, Equities, Finance, Financial Modeling, Microsoft Office, Fixed Income, Derivatives
Education
Loyola University New Orleans 1996 — 1999
BS, Mathematics
The University of Connecticut 1994 — 1996
Bachelor of Science, Mathematics
Michelle Phelan's Conning & Company Experience 1999 - 2000
Job Senior Business Analyst
Industry Insurance
Experience
OneBeacon Insurance Group August 2015 - Present
KANA Software, A Verint Company May 2014 - June 2015
XL Insurance August 2011 - December 2013
LexisNexis January 2008 - August 2011
Safeco Insurance November 2002 - December 2007
Conning & Company 1999 - 2000
National Council on Compensation Insurance 1996 - 1999
USF&G 1994 - 1995
Continental Insurance 1988 - 1994
Skills
Underwriting, Property & Casualty..., Sales, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Business Intelligence, Negotiation, Risk Management, Resource Management, Team Building, Analysis, Change Management, Insurance, Business Process..., Coaching, Vendor Management, Strategic Planning, Leadership, Management, CRM
Education
University of California, Irvine 2008 — 2009
Business Analyst Certifcate
Boston University 2003 — 2005
MS, Insurance Management
Rutgers University-New Brunswick 1976 — 1980
BA
OneBeacon Insurance Group August 2015 - Present
KANA Software, A Verint Company May 2014 - June 2015
XL Insurance August 2011 - December 2013
LexisNexis January 2008 - August 2011
Safeco Insurance November 2002 - December 2007
Conning & Company 1999 - 2000
National Council on Compensation Insurance 1996 - 1999
USF&G 1994 - 1995
Continental Insurance 1988 - 1994
Skills
Underwriting, Property & Casualty..., Sales, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Business Intelligence, Negotiation, Risk Management, Resource Management, Team Building, Analysis, Change Management, Insurance, Business Process..., Coaching, Vendor Management, Strategic Planning, Leadership, Management, CRM
Education
University of California, Irvine 2008 — 2009
Business Analyst Certifcate
Boston University 2003 — 2005
MS, Insurance Management
Rutgers University-New Brunswick 1976 — 1980
BA
Brendan Segraves's Conning & Company Experience December 2010 - October 2011
Job Software Developer
Industry Defense & Space
Experience
Intific December 2011 - Present
Intific October 2011 - December 2011
Conning & Company December 2010 - October 2011
DFA Capital Management, Inc. July 2008 - January 2011
Multimedia Games, Inc. July 2000 - July 2008
Origin Systems 1991 - 1997
Skills
Software Engineering, Programming, Software Development, Agile Methodologies, C++, Perforce, Scrum, XML, C#, JIRA, Object Oriented Design, .NET, Software Design, SQL, JavaScript, MySQL, Python, C, HTML, CSS, PHP, AJAX, jQuery, Win32 API, User Interface, Game Development, Win32, Gaming Industry, Ember.js, HTML5, Git
Education
Trinity University 1987 — 1991
BS, Computer Science
The Webb School 1984 — 1987
high school diploma
Intific December 2011 - Present
Intific October 2011 - December 2011
Conning & Company December 2010 - October 2011
DFA Capital Management, Inc. July 2008 - January 2011
Multimedia Games, Inc. July 2000 - July 2008
Origin Systems 1991 - 1997
Skills
Software Engineering, Programming, Software Development, Agile Methodologies, C++, Perforce, Scrum, XML, C#, JIRA, Object Oriented Design, .NET, Software Design, SQL, JavaScript, MySQL, Python, C, HTML, CSS, PHP, AJAX, jQuery, Win32 API, User Interface, Game Development, Win32, Gaming Industry, Ember.js, HTML5, Git
Education
Trinity University 1987 — 1991
BS, Computer Science
The Webb School 1984 — 1987
high school diploma
Heidi H. Ford's Conning & Company Experience 1991 - 1993
Job Certified Residential Real Estate Appraiser
Industry Real Estate
Experience
Ridley Creek Appraisals February 2013 - Present
Bare Cove Appraisal 2007 - 2010
Harborside Appraisal 2005 - 2007
UBS - S.G. Warburg 1993 - 1995
Conning & Company 1991 - 1993
Skills
Real Estate, Asset Management, Condos, Portfolio Management, REO, Residential Homes, Single Family Homes, Property, FHA, Finance, Marketing, Real Estate Transactions, Appraisals, Investments, Negotiation, Relocation
Education
Cornell University 1983 — 1987
B.S., Statistics
Governor Dummer Academy 1980 — 1983
Ridley Creek Appraisals February 2013 - Present
Bare Cove Appraisal 2007 - 2010
Harborside Appraisal 2005 - 2007
UBS - S.G. Warburg 1993 - 1995
Conning & Company 1991 - 1993
Skills
Real Estate, Asset Management, Condos, Portfolio Management, REO, Residential Homes, Single Family Homes, Property, FHA, Finance, Marketing, Real Estate Transactions, Appraisals, Investments, Negotiation, Relocation
Education
Cornell University 1983 — 1987
B.S., Statistics
Governor Dummer Academy 1980 — 1983
Geoffrey Dunn, CFA's Conning & Company Experience July 1997 - July 2001
Job Equity Analyst/Partner @ Dowling & Partners
Industry Investment Banking
Experience
Dowling & Partners May 2008 - Present
Keefe, Bruyette & Woods July 2001 - February 2008
Conning & Company July 1997 - July 2001
Skills
Equity Research, Series 7, Series 63, Series 24, Financial Services, Insurance
Education
Amherst College 1993 — 1997
BA, Economics
Dowling & Partners May 2008 - Present
Keefe, Bruyette & Woods July 2001 - February 2008
Conning & Company July 1997 - July 2001
Skills
Equity Research, Series 7, Series 63, Series 24, Financial Services, Insurance
Education
Amherst College 1993 — 1997
BA, Economics
Bill Shenton's Conning & Company Experience 1989 - 2007
Job CEO at Productivity Management
Industry Management Consulting
Experience
Productivity Management 2007 - Present
Conning & Company 1989 - 2007
SBC 1970 - 1989
Skills
Investments, Fixed Income, Alternative Investments, Asset Managment, Asset Allocation
Education
Ithaca College
BS, Business & Accounting, Russian History
Productivity Management 2007 - Present
Conning & Company 1989 - 2007
SBC 1970 - 1989
Skills
Investments, Fixed Income, Alternative Investments, Asset Managment, Asset Allocation
Education
Ithaca College
BS, Business & Accounting, Russian History
Gary Ransom's Conning & Company Experience September 1979 - May 2001
Job Insurance Professional
Industry Insurance
Experience
Dowling & Partners May 2010 - Present
Fox-Pitt, Kelton June 2001 - April 2009
Conning & Company September 1979 - May 2001
Travelers Insurance December 1976 - September 1979
Skills
Property & Casualty..., Homeowners, Actuarial Science, Mergers & Acquisitions, Equities, Bloomberg, Equity Research, Financial Modeling, Valuation, Capital Markets, Securities
Education
University of Washington 1974 — 1976
M.A., Mathematics
University of California, Santa Cruz 1972 — 1974
B.A., Mathematics
Dowling & Partners May 2010 - Present
Fox-Pitt, Kelton June 2001 - April 2009
Conning & Company September 1979 - May 2001
Travelers Insurance December 1976 - September 1979
Skills
Property & Casualty..., Homeowners, Actuarial Science, Mergers & Acquisitions, Equities, Bloomberg, Equity Research, Financial Modeling, Valuation, Capital Markets, Securities
Education
University of Washington 1974 — 1976
M.A., Mathematics
University of California, Santa Cruz 1972 — 1974
B.A., Mathematics
Harry Fong's Conning & Company Experience 1984 - 1994
Job Insurance Analyst at MKM PARTNERS
Industry Financial Services
Experience
MKM Partners March 2012 - Present
Ticonderoga Securities LLC 2011 - March 2012
Soleil Securities 2008 - 2011
Calyon Securities 2004 - 2008
Blaylock & Partners 2002 - 2004
Philo Smith & Co. 2001 - 2002
Deutsche Bank Securities 1994 - 2000
Conning & Company 1984 - 1994
Skills
Equity Research, Valuation, Investments, Financial Modeling, Equities, Financial Analysis, Portfolio Management, Hedge Funds, Series 7, Bloomberg, Asset Management, Capital Markets, Equity Valuation, Securities, Trading, Fixed Income, Investment Banking, Insurance, Financial Markets, Series 63, Alternative Investments, Investment Strategies, Financial Services, Trading Systems, Series 24, FINRA, Equity Trading, Derivatives, Mutual Funds, Emerging Markets, Options, Electronic Trading, Bonds, ETFs, Financial Risk, Investment Management, Risk Management, Private Equity, Hedging, Institutional..., Corporate Finance, Proprietary Trading, Commodity, Structured Products, Bloomberg Terminal, Equity Capital Markets, Economics, Investor Relations, Asset Allocation
Education
Case Western Reserve University - Weatherhead School of Management 1974 — 1978
Master of Business Administration (MBA), Finance, General
Cleveland State University 1968 — 1973
Bachelor of Business Administration (BBA), Business Economics
MKM Partners March 2012 - Present
Ticonderoga Securities LLC 2011 - March 2012
Soleil Securities 2008 - 2011
Calyon Securities 2004 - 2008
Blaylock & Partners 2002 - 2004
Philo Smith & Co. 2001 - 2002
Deutsche Bank Securities 1994 - 2000
Conning & Company 1984 - 1994
Skills
Equity Research, Valuation, Investments, Financial Modeling, Equities, Financial Analysis, Portfolio Management, Hedge Funds, Series 7, Bloomberg, Asset Management, Capital Markets, Equity Valuation, Securities, Trading, Fixed Income, Investment Banking, Insurance, Financial Markets, Series 63, Alternative Investments, Investment Strategies, Financial Services, Trading Systems, Series 24, FINRA, Equity Trading, Derivatives, Mutual Funds, Emerging Markets, Options, Electronic Trading, Bonds, ETFs, Financial Risk, Investment Management, Risk Management, Private Equity, Hedging, Institutional..., Corporate Finance, Proprietary Trading, Commodity, Structured Products, Bloomberg Terminal, Equity Capital Markets, Economics, Investor Relations, Asset Allocation
Education
Case Western Reserve University - Weatherhead School of Management 1974 — 1978
Master of Business Administration (MBA), Finance, General
Cleveland State University 1968 — 1973
Bachelor of Business Administration (BBA), Business Economics
Sun Feng's Conning & Company Experience November 2011 - December 2012
Job AVP at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group June 2015 - Present
Towers Watson August 2014 - May 2015
Taiping Life Insurance Company, Ltd. December 2012 - August 2014
Conning & Company November 2011 - December 2012
AXA Equitable November 2009 - November 2011
The Hartford May 2008 - November 2009
Towers Watson (Formerly Tillinghast - Towers Perrin) June 2007 - May 2008
Towers Watson (Formerly Tillinghast - Towers Perrin) June 2001 - May 2007
Skills
Actuarial Science, Economic Capital, ALM, Fixed Annuities, Life Insurance, Asset Allocation, Valuation, Actuaries, Insurance, Capital Management, Pricing, Solvency II, Financial Modeling, Financial Risk, Analysis, Fixed Income, Investments, Variable Annuities, Retirement, Embedded Value, Enterprise Risk..., Strategy, Actuarial Consulting, Risk Management
Education
University of Iowa 2000 — 2001
Masters, Actuarial Science, 4.0
Michigan State University 1998 — 1999
Ph.D student, Educational Measurement and Quantitative Methods, 3.86
Beijing Normal University 1990 — 1993
Masters, Educational Psychology
Beijing Normal University 1986 — 1990
Bachelor, Maths
MassMutual Financial Group June 2015 - Present
Towers Watson August 2014 - May 2015
Taiping Life Insurance Company, Ltd. December 2012 - August 2014
Conning & Company November 2011 - December 2012
AXA Equitable November 2009 - November 2011
The Hartford May 2008 - November 2009
Towers Watson (Formerly Tillinghast - Towers Perrin) June 2007 - May 2008
Towers Watson (Formerly Tillinghast - Towers Perrin) June 2001 - May 2007
Skills
Actuarial Science, Economic Capital, ALM, Fixed Annuities, Life Insurance, Asset Allocation, Valuation, Actuaries, Insurance, Capital Management, Pricing, Solvency II, Financial Modeling, Financial Risk, Analysis, Fixed Income, Investments, Variable Annuities, Retirement, Embedded Value, Enterprise Risk..., Strategy, Actuarial Consulting, Risk Management
Education
University of Iowa 2000 — 2001
Masters, Actuarial Science, 4.0
Michigan State University 1998 — 1999
Ph.D student, Educational Measurement and Quantitative Methods, 3.86
Beijing Normal University 1990 — 1993
Masters, Educational Psychology
Beijing Normal University 1986 — 1990
Bachelor, Maths
Glenn Heiser's Conning & Company Experience January 1994 - Present
Job Managing Director Chief Administrative Officer
Industry Investment Management
Experience
Conning & Company January 1994 - Present
The Travelers November 1988 - December 1993
The Travelers August 1987 - November 1988
The Travelers November 1984 - September 1987
Skills
Asset Managment, Fixed Income, Leadership, Investments, Alternative Investments, Portfolio Management, Equities, Bloomberg, Bonds, Financial Modeling, Securities, Hedge Funds, Asset Allocation, Investment Management, Strategic Financial..., Capital Markets, Series 7, Investment Strategies, Derivatives, Insurance, Mutual Funds, Risk Management, Financial Analysis, Fixed Annuities, Financial Risk, Financial Services, Trading, Private Equity, Mergers & Acquisitions, Accounting, Wealth Management, Asset Management, Valuation, Corporate Finance, Reinsurance, Banking, Credit Analysis, Trading Systems, Finance, Auditing, Due Diligence, Investment Advisory, Corporate Governance, Enterprise Risk..., Credit Risk, Quantitative Finance
Education
The University of Connecticut School of Business 1991 — 1995
Master of Business Administration (MBA), Accounting and Finance
University of Connecticut 1979 — 1983
BS/MBA, Accounting/Finance
Conning & Company January 1994 - Present
The Travelers November 1988 - December 1993
The Travelers August 1987 - November 1988
The Travelers November 1984 - September 1987
Skills
Asset Managment, Fixed Income, Leadership, Investments, Alternative Investments, Portfolio Management, Equities, Bloomberg, Bonds, Financial Modeling, Securities, Hedge Funds, Asset Allocation, Investment Management, Strategic Financial..., Capital Markets, Series 7, Investment Strategies, Derivatives, Insurance, Mutual Funds, Risk Management, Financial Analysis, Fixed Annuities, Financial Risk, Financial Services, Trading, Private Equity, Mergers & Acquisitions, Accounting, Wealth Management, Asset Management, Valuation, Corporate Finance, Reinsurance, Banking, Credit Analysis, Trading Systems, Finance, Auditing, Due Diligence, Investment Advisory, Corporate Governance, Enterprise Risk..., Credit Risk, Quantitative Finance
Education
The University of Connecticut School of Business 1991 — 1995
Master of Business Administration (MBA), Accounting and Finance
University of Connecticut 1979 — 1983
BS/MBA, Accounting/Finance
Brian Timmes's Conning & Company Experience May 2011 - Present
Job Senior Investment Operations Specialist at Conning & Company
Industry Investment Management
Experience
Conning & Company May 2011 - Present
Hartford Investment Management July 2005 - May 2011
Citigroup April 2000 - July 2005
Merrill Lynch 1991 - 1999
Skills
Bloomberg, Investments, Equities, Fixed Income, Finance, Mutual Funds, Asset Management
Education
Rutgers University-New Brunswick 1988 — 1990
Bachelors, Communucation
Conning & Company May 2011 - Present
Hartford Investment Management July 2005 - May 2011
Citigroup April 2000 - July 2005
Merrill Lynch 1991 - 1999
Skills
Bloomberg, Investments, Equities, Fixed Income, Finance, Mutual Funds, Asset Management
Education
Rutgers University-New Brunswick 1988 — 1990
Bachelors, Communucation
Karen Whittle's Conning & Company Experience February 1992 - June 2004
Job Director Of Facilities Operations at Higher One
Industry Financial Services
Experience
Higher One March 2011 - Present
Beazley USA [Div.The Beazley Group, U.K.] January 2006 - February 2010
Conning & Company February 1992 - June 2004
Skills
Facilities Management, Operations Management, Management, Negotiation, Program Management, Process Improvement, Leadership, Customer Service, Project Management, Insurance, Contract Negotiation, Strategic Planning, Vendor Management, Visio, Change Management, Team Leadership, Project Planning, Budgets, Team Building, Analysis, Risk Management, Business Analysis, Performance Management, Cross-functional Team..., Training, Forecasting, Account Management, Business Development
Education
Bay Path University 1981 — 1983
Associates, Management-Marketing
Higher One March 2011 - Present
Beazley USA [Div.The Beazley Group, U.K.] January 2006 - February 2010
Conning & Company February 1992 - June 2004
Skills
Facilities Management, Operations Management, Management, Negotiation, Program Management, Process Improvement, Leadership, Customer Service, Project Management, Insurance, Contract Negotiation, Strategic Planning, Vendor Management, Visio, Change Management, Team Leadership, Project Planning, Budgets, Team Building, Analysis, Risk Management, Business Analysis, Performance Management, Cross-functional Team..., Training, Forecasting, Account Management, Business Development
Education
Bay Path University 1981 — 1983
Associates, Management-Marketing
LINSIE ESAU's Conning & Company Experience 2000 - 2013
Job
Industry
Experience
CONNING & COMPANY 2000 - 2013
Skills
Customer Service, English, Microsoft Excel, Microsoft Office, Windows, PowerPoint, Microsoft Word, Research
Education
Hamilton College
Bachelor of Arts (B.A.), Economics
CONNING & COMPANY 2000 - 2013
Skills
Customer Service, English, Microsoft Excel, Microsoft Office, Windows, PowerPoint, Microsoft Word, Research
Education
Hamilton College
Bachelor of Arts (B.A.), Economics
Deb Cusimano's Conning & Company Experience November 1999 - August 2000
Job Director of Finance at Connecticut Conference of Municipalities
Industry Insurance
Experience
Connecticut Conference of Municipalities August 2014 - Present
NLC Insurance Companies July 2001 - August 2014
CT Surety Company August 2000 - July 2001
Conning & Company November 1999 - August 2000
State of Connecticut Insurance Department April 1994 - November 1999
Skills
Team Leadership, Project Management, Statutory Reporting, Regulatory Affairs, Financial Analysis, Financial Planning, Financial Reporting, Strategic Financial..., Statutory Accounting, Accounting, Insurance, Process Improvement, Business Analysis, Internal Controls, Auditing, GAAP, Reinsurance, Financial Statements, Property
Education
Post University 1991 — 1993
BS, Accounting
Manchester Community College 1982 — 1986
AS, Accounting
Connecticut Conference of Municipalities August 2014 - Present
NLC Insurance Companies July 2001 - August 2014
CT Surety Company August 2000 - July 2001
Conning & Company November 1999 - August 2000
State of Connecticut Insurance Department April 1994 - November 1999
Skills
Team Leadership, Project Management, Statutory Reporting, Regulatory Affairs, Financial Analysis, Financial Planning, Financial Reporting, Strategic Financial..., Statutory Accounting, Accounting, Insurance, Process Improvement, Business Analysis, Internal Controls, Auditing, GAAP, Reinsurance, Financial Statements, Property
Education
Post University 1991 — 1993
BS, Accounting
Manchester Community College 1982 — 1986
AS, Accounting
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group