Experience
AmeriLife Group LLC  January 2015 - Present
The Life and Annuity Group   July 2014 - January 2015
VERTEX, Inc.   November 2007 - July 2014
FUTURITY FIRST Insurance Group   November 2007 - February 2010
Lynn Gadue LLC   May 2006 - December 2009
Aplify (fka Blue Frog Solutions)   July 2006 - November 2007
VERTEX, Inc.   July 1998 - March 2006
MedSpan Health Options  June 1997 - July 1998
The Leverage Group  March 1995 - June 1997
The Travelers  May 1989 - March 1995

Skills
Ideation, Strategic Planning, Program Management, Resource Management, Budget Administration, Business Development, Team Building, Vendor & System..., Vendor Management, Project Management, Business Analysis, Solution Design, Testing & Quality..., Workflow Re-engineering, Training, Problem Solving, Oral & Written..., Negotiation, Facilitator, Presentations, Public Speaking, e-Commerce & Straight..., ACORD, DTCC, IRI (fka NAVA), Solution Architecture, Insurance, Annuities, Life Insurance, Business Process..., Leadership, Cost Benefit Analysis, Technology..., Customer Service, Web Design, Sales & Marketing, Fixed Annuities, Management Consulting, Cross-functional Team..., Budgets, Enterprise Architecture, Financial Services, Integration, CRM, Cost Benefit, Strategy, Project Planning, SDLC, Business Requirements, Testing

Education
The University of Connecticut
Bachelor of Arts, Economics

Project Management Institute / Project Management Academy
PMP - Project Management Professional

ACORD
ACE - ACORD Certified Expert, Life Annuity Health

LOMA - Life Office Management Association
FLMI - Fellow, Life Management Institute

Health Insurance Association of America
Health Care Associate

Manchester Community College
Computer Sciences

Hall High School

Experience
FUTURITY FIRST Insurance Group   April 2013 - Present
MetLife  October 2003 - April 2013

Skills
Financial Advisory, Variable Annuities, 401k Rollovers, Series 6, Whole Life, Pensions, Critical Illness, Asset Allocation, Investment Advisory, Universal Life, Wealth Accumulation, Term Life Insurance, Indexed Annuities, Indexed Universal Life, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Health Insurance, IRAs, Long-term Care, Roth IRA, Retirement Savings, Small Business, 401k, Retirement Planning, Insurance, Life Insurance, Retirement, Finance, Financial Services

Education
St. John Vianney

Triton College

West Leyden HS

Experience
FUTURITY FIRST Insurance Group   September 2012 - Present
New York Life Insurance Company  August 2012 - September 2012
Planto Roe Financial Services  October 2011 - June 2012
H&R Block  December 2010 - April 2011
Period of early retirement   February 2004 - November 2010
Smith Barney / Citbank   May 1979 - January 2004
TRCC Three Rivers Community College   June 1977 - May 1979
Anderson University  May 1970 - June 1977

Skills
Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Financial Services, Estate Planning, Disability Insurance, Long-term Care, Financial Advisory, IRAs, Wealth Management, Term Life Insurance, Investment Advisory, Whole Life

Education
Anderson Universtiy   1967 — 1970
Bachelor of Arts (B.A.), Business Administration

Southeast Missouri State University   1966 — 1967
Business Administration, General

Experience
UnitedHealthcare Insurance Company   May 2013 - Present
UnitedHealthcare Insurance Company   July 2012 - May 2013
UnitedHealthcare Insurance Company   February 2010 - June 2012
FUTURITY FIRST Insurance Group   June 2008 - August 2009
TRANSIT SYSTEMS, INC.   December 2005 - June 2008
Colonial Penn Life Insurance  2001 - 2002
TRIAD ML MARKETING/ KING MEDIA INC.,   1995 - 2001

Education
Penn State University   1990 — 1994
B.A., Advertising with Sociology emphasis

Experience
Randstad  September 2014 - Present
Randstad  April 2012 - September 2014
Randstad  November 2011 - April 2012
FUTURITY FIRST Insurance Group   2011 - April 2012
Impulse Media Inc   2010 - 2011
Mass Mutual  2010 - 2011
Arizona State University  2008 - 2009

Skills
Customer Service, Team Leadership, Teamwork, Leadership, Management, Training, Recruiting, Microsoft Office, Organizational..., Public Speaking, Sales, Strategy, Time Management, Marketing, Strategic Communications, Integrity, Product Development, Outstanding Customer..., Problem Solving, Strategy Development, Creative Concept..., Hard Worker, Dependency, Employee Benefits, Interviews, Employee Relations, Hiring, Human Resources, Talent Acquisition

Education
Arizona State University   2006 — 2010
Bachelor, Sociology, Media Analysis

Experience
Saybrus Partners  August 2011 - January 2013
FUTURITY FIRST Insurance Group   October 2008 - May 2011
Crump Insurance  January 2008 - October 2008
JCJ Multimedia Group   January 2004 - May 2008

Skills
Life Insurance, Fixed Annuities

Education
Charter Oak State College   2012 — 2014
Bachelor of Science with a Concentration in Organizational Leadership

Experience
FUTURITY FIRST Insurance Group   April 2011 - Present

Skills
Fixed Annuities, Insurance, Disability Insurance, Life Insurance, Retirement Planning, Term Life Insurance, Long Term Care Insurance, Long-term Care, Health Insurance, 401k, IRAs, Whole Life, Medicare, Universal Life, Employee Benefits, Estate Planning, Retirement, Financial Planning, Sales, Sales Management, Team Building, Management, Small Business, Financial Services, Microsoft Office, Process Improvement, Project Management, Health Savings Accounts, Program Management, Claim, Indexed Annuities, Cold Calling, Analysis, Income Protection, Financial Planners, Permanent Life Insurance

Education
University of Cologne   1974 — 1981

Experience
Pro Equities Inc.   August 2014 - Present
Futurity First Insurance Group   September 2013 - Present
Bankers Life and Casualty  August 2006 - July 2013

Skills
Whole Life, Life Insurance, Fixed Annuities, Term Life Insurance, Insurance, Universal Life, Health Insurance, Disability Insurance, Long Term Care Insurance, Long-term Care, Retirement, Underwriting, Sales, General Insurance, Medicare, Brokers, Series 7, Indexed Annuities, Equity Indexed Annuities, Investments, Retirement Planning, Qualified Retirement..., Retirement Solutions, Retirement Income...

Education
Brevard College   2000 — 2004
Bachelor of Applied Science (B.A.Sc.)

Lake Brantley High School   1995 — 1999

Experience
Forest Agency Insurance   November 2013 - December 2014
Futurity First Insurance Group   September 2013 - December 2013
Bullock Agency   January 2013 - April 2013
USAIG  August 2008 - November 2012
Plus Air Aviation Insurance   April 2003 - June 2008

Skills
Aerospace, Microsoft Office, Aviation, Aircraft, Project Management, Customer Service, Manufacturing, Program Management

Education
College of DuPage

Experience
Futurity First Insurance Group   June 2014 - Present
Mutual of Omaha  September 2012 - June 2014
Tim L Sinclair Construction   July 1998 - September 2012
Willamette Industries  May 1980 - July 1998

Skills
Small Business, Business Planning, Business Management, Conflict Resolution, Conflict Management, Operations Management, Youth Ministry, Construction, Construction Management, Project Management, Production Planning, Production Managment, Investment Services, Life Insurance, Disability Insurance, Long Term Care Insurance, Critical Illness, Medicare Supplement..., Medicare Prescription..., Annuity Sales, Mutual Funds, Insurance

Education
Northwest Christian University   2010 — 2011
Business Administration and Management, General

Lane Community College   2008 — 2009
Associate of Science (AS), Business Administration and Management, General

Experience
Futurity First Insurance Group   April 2014 - Present
DressanderBHC  April 2014 - June 2015
Northstar Wealth Partners  November 2011 - April 2014
SS&C GlobeOp  March 2009 - July 2011
Liberty Bank  December 2002 - February 2009
Proprietary Day Trader  March 2001 - December 2002
TD Waterhouse  March 1998 - March 2001

Skills
Compliance, Alternative Investments, Investments, Series 7, Series 63, Series 65, Series 24, series 55, series 3, series 4, MS Excel Pivot Tables, Camra Accounting, ADP order entry, Nasdaq Level 2, SQL, Crystal Reports, Bloomberg, CT health and life..., Real Estate Investing

Education
University of Hartford   2007 — 2009
Master of Business Administration (MBA), Accounting and Finance, 3.8

Central Connecticut State University   2004 — 2007
Bachelor of Science (BS), Accounting and Finance, 3.25

Experience
ProEquities  January 2013 - Present
Law Office of T. Phillip Boggess   November 1996 - Present
TPB Financial Solutions   November 2007 - Present
FUTURITY FIRST Insurance Group   January 2013 - Present
New England Financial  July 2008 - December 2012
Square 1 Elite Sports Management   February 1999 - March 2002
Office of T. Phillip Boggess   February 1999 - March 2002
Thomson Reuters (formerly West Legal Publishing)   April 1997 - November 2001
James Bouril and Associates   December 1996 - April 1997
Law Resources  September 1996 - April 1997

Education
Drake University   1993 — 1996
Juris Doctor, Law

Washington University in St. Louis   1989 — 1993
Master of Arts (MA), Economics

Washington University in St. Louis   1989 — 1993
Bachelor of Arts (BA), Economics and Business

Oak Park and River Forest High School (OPRF)   1985 — 1989

Experience
FUTURITY FIRST Insurance Group   August 2009 - Present
Oklahoma Financial Group Inc   December 1994 - Present
Registered Representative  April 1984 - Present

Skills
Agent, Agency Manager, Annuities, Retirement Planning, Estate Planning, Long Term Care, Disability Insurance, Medicare, Certified Financial...

Education
Lamar University

O'Connell High School

Lamar University   1974 — 1979
BBA, Marketing

The American College   2001 — 2003
Chartered Financial Consultant

The American College   2001 — 2003
Chartered Life Underwriter

College for Financial Planning   1989 — 1992
Certified Financial Planner

Experience
United Technologies  May 2012 - Present
University of Hartford  August 2010 - Present
FUTURITY FIRST Insurance Group   November 2011 - May 2012
Acosta Sales & Marketing  December 2008 - April 2011

Education
University of Hartford   2010 — 2013
Accounting

University of Rhode Island - College of Business Administration   2009 — 2010

Experience
BlumShapiro  May 2014 - Present
Infinex Financial Group  December 2014 - January 2015
FUTURITY FIRST Insurance Group   January 2013 - January 2014
Freidman Kannenberg- Music Industry Accountants   January 2012 - January 2012

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Higher Education, Accounting, Financial Reporting, GreatPlains, Annual Reports, Quicken, QuickBooks, Journal Entries, Public Speaking, Time Management, Marketing Research, Trial Balance, Budgets, Financial Analysis, Analysis, Financial Statements, Account Reconciliation, Insurance

Education
Bentley University   2015 — 2016
Master’s Degree, Finance, General, 3.7

Bentley University   2013 — 2015
Bachelor of Science (B.S.) Accounting, Accounting

Endicott College   2011 — 2013
Bachelor of Science, Business; Accounting

Experience
Saint Francis Care  March 2014 - Present
FUTURITY FIRST Insurance Group   January 2009 - March 2014
Skylightsys  March 2008 - January 2009

Skills
Employee Benefits, Employee Relations, Talent Acquisition, Recruiting, Human Resources, Performance Management, Onboarding, Benefits Administration, HRIS, Training, Management, Insurance, 401k, Life Insurance, Fixed Annuities, Deferred Compensation, Coaching, Long-term Care, Applicant Tracking..., Temporary Placement, Personnel Management, New Hire Orientations, Workers Compensation, Talent Management, Succession Planning, College Recruiting, Internet Recruiting, Disability Insurance, Employee Engagement, Staffing Services, Resume Writing, Organizational..., HR Policies, Workforce Planning

Education
Northeastern University   2005 — 2007
M.S., Psychology

Stonehill College   2001 — 2005
B.A., Psychology

Berlin High School

Experience
Crump Life Insurance Services  July 2012 - Present
FUTURITY FIRST Insurance Group   February 2012 - July 2012
FUTURITY FIRST Insurance Group   February 2011 - February 2012
FUTURITY FIRST Insurance Group   October 2010 - February 2011
FUTURITY FIRST Insurance Group   January 2008 - October 2010
Lincoln Financial Group  August 2003 - May 2007
Lincoln Financial Group  August 2003 - 2006

Skills
Series 6, Life Insurance, Fixed Annuities, Indexed Annuities, Long Term Care Insurance, Disability Insurance, Medicare, Variable Life, LOMA 281, Leadership, Long-term Care, Training, Insurance, Term Life Insurance, Management, Employee Benefits, Health Insurance, Retirement, Retirement Planning, Whole Life, Underwriting, Financial Services, Variable Annuities

Education
Eastern Connecticut State University   1999 — 2003
Bachelor's degree, Business Administration and Management, General

Experience
Stanley Black & Decker , Inc.   May 2013 - Present
FUTURITY FIRST Insurance Group   January 2012 - May 2013
KBW  April 2011 - February 2012
Hamilton Sundstrand  January 2010 - April 2011
Hamilton Sundstrand  January 2008 - December 2009
Hamilton Sundstrand  July 2005 - November 2009
United Technologies  July 2003 - July 2005
Carrier Corporation  2004 - 2004
Connecticut Online Computer Center   1999 - 2002

Skills
Business Analytics, Business Analysis, Process Improvement, SQL, Financial Modeling, Acquisition Integration, ERP, Business Intelligence, Financial Forecasting, Integration, Financial Analysis, Business Objects, Market Research, Strategy, Hyperion Enterprise, Finance, Forecasting, Data Analysis, SAP BW, Analysis, Essbase, CRM, Strategic Financial..., Project Portfolio..., Business Strategy, Cross-functional Team..., Financial Reporting, Operations Research, SDLC, Competitive Analysis, Pricing, Operational Excellence, Management Consulting, Financial Services, Competitive Intelligence, Business Process..., Requirements Gathering, Statistics, Microsoft Excel

Education
Carnegie Mellon University - Tepper School of Business   2008 — 2011
MBA

Syracuse University - Martin J. Whitman School of Management   1999 — 2003
BS, Finance, Supply Chain

Experience
HAWTHORNE KNOTT INSURANCE GROUP   November 1990 - Present
HAWTHORNE KNOTT INSURANCE GROUP   April 1988 - Present
FUTURITY FIRST Insurance Group   January 2010 - July 2010
Mutual of Omaha  March 2006 - October 2009

Education
Loyola University of Chicago

Northwestern University

Experience
FUTURITY FIRST Insurance Group   August 2009 - Present
Automotive Service Industry   March 2005 - March 2009
US Navy  June 2002 - March 2005

Education
San Diego Mesa College   2009 — 2009
n/a, business

Experience
My Sister's Place  May 2012 - October 2013
Futurity First Insurance Group   October 2007 - October 2010
Lincoln Financial Group  January 1995 - July 2007
Connecticut Mutual  1978 - 1995
Connecticut Mutual  1975 - 1995

Skills
Insurance, Contract Negotiation, New Business Development, Claims, Reinsurance, Underwriting, Executive Management, Customer Relations, Strategic Planning, Strategy Development, Vendor Management, Customer Service, Change Management, Strategy, Training, Management, Outsourcing, Process Improvement, Long-term Care, Employee Benefits, Start-ups, Fixed Annuities, Disability Insurance, Term Life Insurance, Health Insurance, Retirement, Risk Management, Mergers & Acquisitions, Life Insurance, Financial Services, Medicare, Strategic Financial..., Retirement Planning, Property & Casualty..., Series 6, Mutual Funds, Small Business, 401k, IRAs, Investments, General Insurance, Series 7, Claim, Financial Planning

Education
Rensselaer Polytechnic Institute at Hartford
MS, Management

Experience
Noble Environmental Power  August 2012 - Present
FUTURITY FIRST Insurance Group   2011 - 2012
Constitution Corporate Federal Credit Union  2004 - 2011
Getronics at Bayer Pharmaceuticals   2000 - 2004
CompuCom  2000 - 2000
Warnaco  1998 - 1999
Unisys  1998 - 1998

Skills
Active Directory, Windows, Microsoft Office, Windows Server, Troubleshooting, Process Improvement, VMware, Change Management, Data Center, Integration, Servers, Problem Solving, Computer Hardware, Team Leadership, Documentation, Telecommunications, Administration, Disaster Recovery, System Administration, Security, Management, Vendor Management, Software Documentation, Network Security, Technical Support, Leadership, XP, IT Management, SharePoint, Visio, Business Process..., IT Strategy, IT Operations, Hosted Services, Hosted Microsoft..., Microsoft SQL Server, MS Project, Citrix, ITIL, Project Portfolio..., Microsoft Exchange, SDLC

Education
Data Institute Business School   1997 — 1998
Computer Electronics, Information Technology

Albertus Magnus College
Business Management

Experience
Danellie Foundation   May 2014 - March 2015
Crossroads Programs, Inc  January 2011 - March 2014
Futurity First Insurance Group   August 2008 - December 2010
The MCM Group   August 2000 - April 2008
SNiP Telecommunications   1999 - 2000
CME Information Services   1992 - 1998

Skills
Marketing, Newsletters, Graphic Design, Strategic Planning, Public Relations, Advertising, Lead Generation, Marketing Communications, Business Development, Fundraising, Nonprofits, Sales, Customer Service, Management, New Business Development, Small Business, Leadership, Budgets, Market Research, Entrepreneurship, Project Management, B2B, Analysis, Program Management, Public Speaking, Social Media, Email Marketing, Event Planning, Project Planning, Social Media Marketing, Event Management

Education
John Hancock University   2012 — 2016
MBA, 4.0

University of State of New York   1992 — 1993
BS, Liberal Arts

Villanova University   2011 — 2011
Certificate, Fundraising

Parsons School of Design   1984 — 1985
AS Advertising and Graphic Design, Graphic Design

University of North Carolina at Charlotte   1981 — 1983
Architecture

Experience
US Cellular  March 2013 - Present
FUTURITY FIRST Insurance Group   May 2012 - February 2013
Bankers Life and Casualty  May 2011 - May 2012

Skills
Sales, Long-term Care, Insurance, Medicare, Life Insurance, Retirement Planning, Customer Satisfaction, Customer Service

Education
Highland Community College

Experience
SOZO USA   September 2014 - Present
RMI Corporation  March 2014 - September 2014
Jefferson Radiology  November 2011 - March 2014
Genworth Financial  June 2009 - August 2011
FUTURITY FIRST Insurance Group   December 2008 - June 2009
Edible Arrangements  February 2005 - April 2008
Travelers Life & Annuity  November 2003 - February 2005
The Hartford  August 2002 - November 2003

Skills
Marketing Communications, Email Marketing, Project Management, CRM, Training, Social Media Marketing, Digital Marketing, Product Marketing, Public Relations, Corporate Communications, Web Design, Website Promotion, Search Engine Ranking, Advertising, Marketing Strategy, Marketing, Management, Customer Service, Event Planning, Event Management, Digital Strategy, Blogging, Social Media, Leadership, Budgets, Market Planning, New Business Development, Direct Mail, Strategic Planning, Business Development, Time Management, Program Management, Online Advertising, Graphic Design, Salesforce.com, Online Marketing, Integrated Marketing, Social Networking, New Media, Media Buying, Microsoft Office, Brand Development

Education
Central Connecticut State University   1999 — 2003
B.S., Marketing

Suffolk University - Sawyer School of Management   1998 — 1999
Marketing

Experience
FUTURITY FIRST Insurance Group   September 2009 - Present
Futurity First Insurance Group   May 2009 - September 2009
Nationwide Financial Network  2005 - 2009

Skills
Recruiting, Retirement Planning, Leadership, Insurance, Sales, Sales Management, Financial Services, Networking, Employee Benefits, Time Management, Fixed Annuities, Securities, Life Insurance, Disability Insurance, Term Life Insurance, Retirement, Long-term Care, Health Insurance, Risk Management, Strategic Planning, Long Term Care Insurance, Business Planning

Education
Southern Illinois University, Carbondale   1985 — 1989
MBA, Finance and Marketing

DJ Science College   1983 — 1985
High School

Experience
ProEquities, Inc.   August 2014 - Present
Futurity First Insurance Group   August 2013 - Present
Bankers Life and Casualty Company  October 2010 - July 2013
Johnson Brothers Liquor Company  October 2005 - June 2010
Publix Super Markets  January 1999 - September 2005

Skills
Life Insurance, Insurance, Fixed Annuities, Retirement Planning, Term Life Insurance, Retirement, Disability Insurance, Health Insurance, Whole Life, Long-term Care, Universal Life, Long Term Care Insurance, Portfolio Management, Series 6, Variable Annuities, Mutual Funds, Investments, IRAs

Education
Kaplan University   2014 — 2014
Series 6, Financial Planning and Services

Experience
FUTURITY FIRST Insurance Group   February 2011 - Present
MassMutual: MML Investors Services, Inc (MMLISI)   September 2004 - October 2009
Fidelity Investments Institutional Services Company, Inc. (FIIS)   October 1996 - August 2004
The New England: New England Securities (NES)   November 1993 - October 1996
PricewaterhouseCoopers (previously Coopers & Lybrand)   November 1983 - November 1993
Source Finance  1988 - 1990
Wolf & Company, Chartered Accountants   1982 - 1983

Skills
Strategy, Strategic Financial..., Financial Reporting, Mergers, Mergers & Acquisitions, Forecasting, Investments, Business Planning, Financial Modeling, Management, Finance, Internal Controls, Budgets

Education
Suffolk University   1978 — 1982
Bachelor of Science Business Adminstration, Accounting

Suffolk University - Sawyer Business School   1978 — 1982
BS Business Administration, Accounting

Experience
Aspen US Holdings   September 2012 - Present
FUTURITY FIRST Insurance Group   September 2011 - September 2012
Open Solutions  October 2008 - December 2010
Travelers Insurance Companies  December 2006 - March 2008
Travelers  May 2003 - November 2006
Deloitte & Touche  January 1992 - May 2003

Education
University of Arkansas at Little Rock   1989 — 1991

Experience
AAA Auto Club South  December 2011 - Present
Combined Insurance  May 2011 - January 2012
FUTURITY FIRST Insurance Group   2009 - May 2011
Bankers Conseco Life Insurance Company  2007 - 2007
Bankers Conseco Life Insurance Company  2007 - 2007
Safeway Food & Drug  July 1979 - May 2001

Skills
Fixed Annuities, Underwriting, Universal Life, Critical Illness, General Insurance, Small Business, Brokers, Recruiting, Insurance, Term Life Insurance, Retirement Planning, Team Building, Disability Insurance, Life Insurance, Casualty, Health Insurance, Retirement, Whole Life, Medicare, Long-term Care, Property & Casualty..., Long Term Care Insurance, Sales

Education
University of Arkansas at Little Rock   1980 — 1982
Psychology

University of Arkansas at Little Rock

Experience
AIG  May 2014 - Present
High Activity Sales, LLC.   January 2014 - May 2014
JD Stout Consulting   September 2007 - May 2014
Futurity First Insurance Group   August 2008 - September 2009
JD Stout Consulting   February 2007 - August 2008
Foresters  July 2005 - February 2007
Foresters  July 2004 - July 2005
MetLife  2002 - 2004
MetLife  2001 - 2002
MetLife  1998 - 2001

Skills
Succession Planning, Executive Coaching, Organizational Change, Incentive Programs, Executive Development, Organizational..., Coaching, Compensation, Leadership Development, Organizational..., Strategic Planning, Talent Management, Employee Engagement, Strategy Development, Team Building, Performance Management, Insurance, Change Management, Mergers, Sales Management, Business Strategy, Management Consulting, Business Planning, Marketing Strategy, Process Improvement, New Business Development, Executive Management, Business Transformation, Sales Management..., Strategy, Sales, Mergers & Acquisitions, Leadership, Fixed Annuities

Education
University of Houston   1980 — 1986
Ph.D., Organizational Psychology

Washington and Lee University   1976 — 1980
Bachelor of Arts (B.A.), Psychology and East Asian Studies

Fu Jen Catholic University   1979 — 1979
Exchange Student

The Chinese University of Hong Kong   1978 — 1978
Exchange Student

Experience
Keller Williams Check Realty  September 2015 - Present
Stephanie Woods Team at West Usa Realty Of Prescott   May 2015 - September 2015
Keller Williams Check Realty  August 2012 - May 2015
Spence Cassidy & Associates, LLC   September 2011 - April 2012
FUTURITY FIRST Insurance Group   April 2008 - September 2011
Bankers Life and Casualty  June 2004 - May 2008
Brighten Communications   November 2002 - June 2004
American Express  February 2000 - December 2002
Merchants Information Solutions  September 1997 - December 1999
Knight Transportation  1994 - 1996

Skills
Insurance, Training, Office Management, Customer Service, Time Management, Leadership, Life Insurance, Long-term Care, Data Entry, Employee Benefits, Office Administration, Team Building, Marketing, Term Life Insurance, Fixed Annuities, Human Resources, Management, Administrative..., Underwriting, Strategic Financial..., New Business Development, Recruiting, Executive Management, Telephone Skills, Accounts Receivable, Negotiation, Operations Management, Health Insurance, Microsoft Office, Account Management, Data Management, Dispatching, Credit, Compliance, Claim, 10 Key, Administrative Work, 10-key, 60WPM+, General Administration, Administrative Support, Reception, Claims, Operations, Detail Orientation, Attention To Detail, Administration, Life and Health Licensed, Real Estate, Multiple Listing Service

Education
Rio Salado College   2001 — 2001
Card Member Services, 3.0

Glendale Community College   1994 — 1995
Software

Alhambra High School   1986 — 1990
Art

Experience
EMC  July 2015 - Present
EMC  July 2012 - Present
FUTURITY FIRST Insurance Group   April 2010 - July 2012
Travelers Insurance  2005 - 2009
Hewlett-Packard  1997 - 2005

Skills
Process Improvement, Requirements Gathering, Vendor Management, Strategic Planning, Requirements Analysis, Insurance, SDLC, Project Management, Business Analysis, Go-to-market Strategy, Strategic Leadership, IT Strategy, CRM, Cloud Computing, Enterprise Software, Leadership, Management, PMO, Program Management, SaaS, Strategy

Education
St. Lawrence University
BA, Economics

The University of Connecticut School of Business
MBA, Management and Operations

Experience
Senior Aerospace Connecticut  May 2013 - Present
Futurity First Insurance Group   July 2010 - November 2011
Nurtur  December 2006 - December 2009
Guilford Specialty Group  July 2003 - November 2006
Colony Supply, Inc.   January 1999 - June 2003

Skills
Leadership, Open Enrollment, Management, Interviews, Strategy, Employment Law, Resume Writing, Internet Recruiting, Sourcing, Onboarding, Employee Benefits, Benefits Administration, Performance Management, Employee Relations, Exit Interviews, Performance Appraisal, Executive Management, Executive Coaching

Education
The University of Connecticut   1980 — 1984
BS, HDFR

Experience
Bell Laboratories, Inc.   September 2014 - Present
Target  December 2007 - Present
Southern States Cooperative  January 2013 - September 2014
se2, inc.   October 2010 - November 2012
Futurity First Insurance Group   January 2009 - October 2010
Engineering Services & Products Company  October 2008 - January 2009
Land O'Lakes Purina Feed LLC   August 2004 - September 2008
Land O'Lakes Purina Feed LLC   September 2002 - November 2004
Saddlebrook Equestrian Center   June 2002 - August 2004
Saddlebrook Equestrian Center   January 2003 - June 2003

Skills
Insurance, Marketing, Customer Service, Training, Sales, New Business Development, Health Insurance, Business Development, Advertising, Fixed Annuities, Management, PowerPoint, Leadership, Strategic Planning, Microsoft Office, Account Management, Sales Management, Market Research, Selling, Time Management, Licensing, Customer Satisfaction, Organization, Public Speaking, Small Business, Recruiting, Employee Benefits, Event Planning, Merchandising, Retail, Teamwork, Outlook, Microsoft Excel, Microsoft Word, Marketing Strategy, Cold Calling, Direct Sales, Data Entry, Social Media, Social Media Marketing, Building Relationships, Team Building, Relationship Building

Education
Delaware Valley University   1998 — 2002
BS, Animal Science, Minor Marketing

Upper Merion Area High School   1994 — 1998
Diploma

Experience
Caleres, Inc.   February 2015 - Present
Ashley Furniture HomeStore  May 2010 - February 2015
Futurity First Insurance Group   November 2008 - January 2010
United Insurance Group Agency, Inc.   June 2007 - November 2008
Bankers Life and Casualty Company  August 2006 - June 2007
Skagit State Bank  January 2002 - August 2006
Skagit State Bank  May 1998 - January 2002

Skills
Store Management, Visual Merchandising, Merchandising, Loss Prevention, Retail, Profit, Store Operations, Inventory Management, Inventory Control, Retail Sales, Sales, Merchandise Planning, P&L, Customer Satisfaction, Customer Service, Insurance, Furniture, Training, Goal Setting, Sales Management

Education
Burlington Edison High School

University of Phoenix
BACJHS

Experience
Resources Global Professionals  September 2011 - Present
Reynolds and Reynolds  August 2010 - September 2011
Futurity First Insurance Group   May 2006 - February 2010
Luby's  May 2004 - April 2006

Skills
Customer Service, Sales, Management, Marketing, New Business Development, Account Management, Sales Management, Training, Customer Satisfaction, Social Networking, Analysis, Operations Management, Business Strategy, Professional Services, Insurance, Social Media, Customer Retention, Contract Negotiation, Leadership, CRM, Strategy, Business Development

Education
Texas A&M University   1999 — 2004

Experience
Fidelity Investments  2010 - Present
Futurity First Insurance Group   2008 - 2009
MetLife Resources  2008 - 2008
New England Financial  2003 - 2008
New York Life Insurance  1991 - 2003

Skills
Retirement Planning, Training, Series 7, Mutual Funds, Leadership, Insurance, Retirement, Management, Estate Planning, Disability Insurance, Wealth Management, Sales, Sales Management, Fixed Annuities, 401k, Strategic Financial..., Small Business

Education
San Jose State University   1986 — 1988
MBA, Business Administration

Clemson University   1980 — 1984
BS, Mechanical Engineering

Experience
Law Firm of Daniel J. Sweeney & Associates   July 2010 - Present
Futurity First Insurance Group   January 2012 - June 2012
The Reader's Digest Association, Inc.   2008 - July 2010

Skills
Digital Media, Direct Marketing, Publishing, Licensing, Editing, Books, Intellectual Property, Client and Vendor..., Sales, Account Management, Policy and Procedure..., Automation and..., Conflict and Dispute..., Cross-Functional Team..., Data Archiving,..., Team Leadership and..., Business Development, Acquisitions, Systems Development, Compliance and Risk..., contract negotiations,..., Asset Management, Global Entertainment..., Access, Analysis, Asset Managment, Content Management, Cross-functional...

Education
Boston University
Paralegal

New York Institute of Technology
MBA

Pace University-New York
MS, Publishing

Sarah Lawrence College
BA, Literature and Dance

Experience
Robinson & Cole LLP  June 2011 - Present
Futurity First Insurance Group   March 2008 - June 2011
Cambridge Integrated Services  October 2006 - March 2008
International Financial Group  December 2001 - October 2006
Connecticut Surety Group   May 1999 - May 2001
Hartford Life  September 1995 - March 1998
Hartford Life  January 1992 - September 1995

Skills
Financial Analysis, GAAP, Accounts Receivable, Consolidation, IFRS, Financial Statements, Insurance, Financial Reporting, Managerial Finance, Accounting, Mergers, Leadership, Mergers & Acquisitions, Analysis, Auditing, Finance, Strategic Financial..., Financial Accounting, Variance Analysis

Education
The University of Connecticut School of Business   1989 — 1993
MBA, Finance

The University of Connecticut School of Business   1989 — 1992
Bachelor's degree, Economics

Experience
Aetna  April 2012 - Present
FUTURITY FIRST Insurance Group   January 2012 - February 2012
Vantis Life Insurance Summer 2010   June 2010 - August 2010

Skills
Underwriting, Risk Management, Analysis, Insurance, Employee Benefits, Competitive Analysis, Accounting, Market Research, Program Management, Claim, Pricing, Microsoft Excel, Life Insurance, New Business Development, Policy, Health Insurance, Reinsurance, Disability Insurance, Property & Casualty..., Advertising, Finance, Risk Analysis

Education
University of Hartford   2007 — 2011
Bachelor of Science in Business Administration, Insurance and Finance

Wethersfield

Experience
Prudential Financial  May 2014 - Present
Prudential Financial  January 2013 - May 2014
Hartford Life  March 2010 - January 2013
Southern New England Chapter of PMI  January 2010 - December 2010
FUTURITY FIRST Insurance Group   January 2010 - February 2010
Hartford Life  October 2007 - August 2009
Sun Life Financial  March 2005 - October 2007
Sun Life Financial  2004 - 2005
Lincoln Life   1999 - 2001
AXA Advisors  1998 - 1999

Skills
Product Development, Insurance, Process Improvement, Program Management, Project Planning, Problem Solving, Project Management, Employee Benefits, Business Analysis, Business Process..., New Business Development, Fixed Annuities, Team Leadership, Leadership, Training, Cross-functional Team..., Management, Strategic Planning, Risk Management

Education
Eastern Connecticut State University   2009 — 2010
Six Sigma Black Belt Program

CT Insurance & Financial Services (IFS)   2009 — 2009
Business Analyst Certificate

University of Phoenix   2001 — 2003
M.B.A., Business Administration

State University of New York College at Cortland   1994 — 1998
BS, Economics and Management Science

Experience
FUTURITY FIRST Insurance Group   March 2009 - Present
Climax Enginered Materials   2005 - 2007
Columbian Chemicals Co.   October 2002 - March 2005
Acheson Colloids   1995 - 2001

Skills
Sales, Life Insurance, Health Insurance, Fixed Annuities, Insurance, Disability Insurance, Term Life Insurance, Retirement Planning, Whole Life, Long-term Care, Employee Benefits, Retirement, Long Term Care Insurance, Property & Casualty..., Medicare, Sales Management

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1990 — 1995
MBA, Marketing

Skidmore College   1984 — 1988

Experience
Lincoln Financial Group  January 2014 - Present
Lincoln Financial Distributors  January 2011 - January 2014
Futurity First Insurance Group   January 2008 - January 2011
Lincoln Financial Group  1997 - 2008
Aetna  1995 - 1997

Skills
Insurance, Sales Management, Sales Support, Account Management, Problem Solving, Process Improvement, Operations Management, Sales Operations, Workflow Management, Long Term Care Insurance, Life Insurance, Fixed Annuities, Indexed Annuities, Leadership, Health Insurance, Financial Services, Training, Strategy, Employee Benefits

Education
Albertus Magnus College
Bachelor of Science, Business Management

Experience
Self Employed Independent Peoplesoft Consultant  December 2010 - Present
FUTURITY FIRST Insurance Group   February 2012 - April 2012
Nerac  October 1993 - July 2009

Skills
Research, Microsoft Excel, Social Networking, Customer Service

Education
Central Connecticut State University   1988 — 1990
BA, Elementary Education and Teaching

Experience
Morgan Stanley Wealth Management  March 2014 - Present
Select Marine Corp Reserve   September 1999 - Present
AXA Equitable  September 2013 - January 2014
Heritage Fincorp Ince   October 2012 - August 2013
FUTURITY FIRST Insurance Group   January 2012 - October 2012
New York Life Insurance Company  February 2003 - January 2012
Materials Sciences Corporation, Inc   June 1999 - September 2001
BICC General Cable   July 1997 - June 1999

Skills
FINRA series exam 7,..., Life and Health, Military, Insurance, Due Diligence, Securities, Organizational..., Fixed Annuities, Team Leadership, Investments, Series 7, Military Operations, Command, Training, Operational Planning, Process Improvement, Management, Business Planning, DoD, Strategic Financial..., Customer Service, Retirement Planning, Retirement, System Administration, Security Clearance, Strategic Planning, Leadership, Recruiting, Financial Services, Project Planning, Operations Management, Program Management, Military Experience, Risk Management, Finance

Education
University of Pennsylvania   1992 — 1995
bachelors of science and engineering, materials engineering

Experience
Williams and Associates Inuracnce Group/Heartland Retirement Group/ASB   July 2012 - Present
FUTURITY FIRST Insurance Group   2008 - 2012
New York Life Insuance Company   September 2008 - April 2009
United States Army Reserve  1988 - 2007
US Army  1975 - 2007
United States Government  1991 - 2005

Skills
Insurance, Supervisory Skills, Credit, Long Term Care, Annuities, Long-term Care, Fixed Annuities, Disability Insurance, Customer Service, Strategic Financial..., Term Life Insurance, Health Insurance, Sales, Leadership

Education
Indiana University Bloomington   1974 — 1978

Arsenal Technical High School   1971 — 1974
high school

Experience
Hub International  September 2009 - April 2011
Futurity First Insurance Group   October 2008 - August 2009
American Family Insurance  April 2003 - January 2008
Lancome  February 2003 - January 2006

Skills
Insurance, Customer Service, Outlook

Education
Mesa Community College
Education

Experience
Futurity First  June 2014 - Present
Futurity First Insurance Group   May 2014 - June 2014
VIP Insurance  October 2012 - March 2014
Char-Lyn Benefits, LLC   June 2000 - October 2012

Skills
Insurance, Team Building, Customer Service, Process Improvement, Management, Strategic Planning, Budgets, Leadership, Business Analysis, Team Leadership, Program Management, Sales, CRM, Sales Management, Life Insurance, Vendor Management, SaaS, Analysis, Project Management, Underwriting

Education
Ayers Career College   1979 — 1980
Certificate, General Office / Data Processing

Experience
B J & ASSOCIATES   March 2010 - Present
FUTURITY FIRST Insurance Group   June 2009 - March 2010
Western & Southern Financial Group  October 2007 - May 2009
Jazz 91.9FM WCLK   January 1998 - July 2000

Skills
Fixed Annuities, Insurance, Life Insurance, Critical Illness, Health Insurance, Employee Benefits, Marketing, Disability Insurance, Customer Service, Small Business

Education
University of Phoenix   2009 — 2012
BSB, Marketing

Experience
FUTURITY FIRST Insurance Group   agentAmerican General2008 - 2009

Education
Auburn University   1964 — 1966
ba

Experience
Precoa  December 2011 - Present
Futurity First Insurance Group   September 2013 - June 2014
MassMutual Financial Group/ The Oklahoma Agency   May 2012 - April 2013
Dignity Memorial Funeral Homes  June 2008 - October 2011
CNA Life Insurance  1990 - 2003

Skills
Life and Health Isurance, Life Insurance, Sales, Customer Service, New Business Development, Public Speaking, Negotiation, Coaching, Insurance, Health Insurance, Public Relations, Cold Calling, Microsoft Office, Team Building, Account Management, Marketing, Strategic Planning

Education
The American College   1990 — 1994
Chartered Financial Consultant, Chartered Life Underwriter, Financial Insurance Plannin

Oklahoma State University   1970 — 1974
BA, Business

Experience
Truck PM Plus   October 2012 - Present
CDC Construction Data Campany   April 2011 - October 2012
Guardian Protection Services  November 2010 - April 2011
FUTURITY FIRST Insurance Group   October 2008 - November 2010
United American Insurance  November 2004 - October 2008
Brinks Home Technologies  October 2000 - November 2004

Skills
Health Insurance, Insurance, Life Insurance, Medicare, Employee Benefits, Office Management, Outlook, Customer Service, Microsoft Office, Term Life Insurance, Microsoft Word, Small Business, Negotiation, Retirement Planning, Retirement, Lead Generation, Marketing, Sales, Contract Negotiation, Strategic Planning, Team Building, B2B, Customer Retention, Cold Calling, Management, Selling, New Business Development, Direct Sales, Account Management, Training, Sales Management, Leadership, Recruiting, Sales Operations, Coaching, CRM, Sales Process, Marketing Strategy, Sales Presentations, Salesforce.com, Budgets, Social Networking, Online Marketing, Email Marketing, Advertising, Social Media Marketing, Online Advertising, Public Relations

Education
Seminole Community College
Some college courses

Experience
University of Texas Southwestern  September 2011 - Present
Quality Personnel Services   2011 - 2012
Blackboard  May 2011 - June 2011
Robert Half International  September 2003 - June 2011
Center Partners  November 2010 - May 2011
Digital and Wireless Telecommunication Center Partners, Incorporated   October 2010 - April 2011
Various Healthcare Clients   July 2003 - February 2011
FUTURITY FIRST Insurance Group   July 2010 - December 2010
Ingles Markets  October 2008 - March 2009
Bankers Life and Casualty Insurance   August 2007 - October 2008

Skills
Healthcare, Insurance, Management, Project Management, Knowledge Management, Networking, Troubleshooting, Customer Service, Outlook, Team Building, Data Entry, Process Improvement, Employee Benefits, Analysis, Sales, Human Resources, Recruiting, Training, HIPAA, Leadership, Healthcare Information..., EMR, Software Documentation, PowerPoint, Data Analysis, Policy, Microsoft Word, Administration, Marketing, Payroll, Healthcare Management, Hospitals, EHR

Education
Walden University   2005 — 2007
MBA, Knowledge Management; 2007

Liberty University   1997 — 1999
Bachelor of Science, Interdisciplinary Psychology and Education

Liberty University   1997 — 1999
Bachelor of Science, Psychology and Education

Briarcliff High School   1977 — 1979
High School Diploma, College Preparatory

Experience
Creative Financial Staffing (CFS)   December 2014 - 2015
The Simon Konover Company  May 2011 - August 2013
Creative Financial Staffing (CFS)   November 2010 - April 2011
Accountemps  March 2010 - July 2010
New Britain Board of Education  December 2009 - January 2010
FUTURITY FIRST Insurance Group   March 2009 - August 2009
Robert Half Finance & Accounting  August 2008 - March 2009
The Stanley Works  May 2006 - July 2008
Kforce Inc.  August 2005 - May 2006
ING  July 2001 - January 2005

Skills
Datamatics Training, Ceridian Traning, Biometric Finger Punch, Biometric Hand Punch, Microsoft Excel, Payroll, Finance, Ceridian, Auditing, Accounting, General Ledger, Financial Reporting, Employee Benefits, ADP Payroll, Journal Entries, Accounts Receivable, Payroll Taxes, Access, PeopleSoft, Customer Service, Microsoft Office

Education
Central Connecticut State University
Bachelor of Science, Accounting

Experience
Futurity First Insurance Group   2008 - Present
MML Investors Services, Inc.   2005 - 2008
MML Investors Services, Inc.   2003 - 2005
MassMutual Financial Group  2002 - 2003
Lincoln Financial Advisors  1999 - 2002
MassMutual Financial Group  1990 - 1999

Skills
Series 7, Financial Planning, Securities, Mergers, Fixed Annuities, Mergers & Acquisitions, Long-term Care, Term Life Insurance, Finance, Financial Advisory, Life Insurance, Strategic Financial..., Business Development, Start-ups, Financial Analysis, Series 24

Education
Eastern Washington University   1987 — 1989
Bachelors, Finance & Economics

Experience
Credit & Financial Services   July 2013 - Present
FUTURITY FIRST Insurance Group   January 2011 - August 2012
FUTURITY FIRST Insurance Group   December 2009 - January 2011
UnitedHealth Group  September 2006 - December 2009

Skills
Medicare, Insurance, Health Insurance, Whole Life, Fixed Annuities, Disability Insurance, Long-term Care, Term Life Insurance, Retirement, Life Insurance, Retirement Planning, Team Building, Customer Service, Analysis, Sales, Management

Education
Southern Connecticut State University   1997 — 2002
Bachelor's degree, Business Administration and Management

Experience
Futurity First Insurance Group   May 2013 - October 2013
Independant Contractor  May 2010 - May 2013
HARTFORD FEDERAL CREDIT UNION  March 2007 - May 2010
DST Output  January 1999 - March 2007

Skills
Customer Service, Computer Hardware, Software Installation, Operating Systems, Microsoft Office, Backup, Back Office, Disaster Recovery, Active Directory, Computer Repair, Printers

Education
Manchester Community College   2012 — 2014
Associate's Degree, General Studies

Manchester Community College   2012 — 2014
Certificate of Completion Computer Maintenance Technology, Computer Systems Networking and Telecommunications

Naugatuck Valley Community College   2002 — 2004
Certificate of Completion, Computer Networking

Newburgh Free Academy   1988 — 1990
High School, General Studies

Experience
FUTURITY FIRST Insurance Group   July 2012 - Present
MassMutual Financial Group  November 2009 - July 2012
MetLife  January 2006 - November 2009
Western & Southern Life  1991 - 2005

Skills
Estate Planning, Insurance, Retirement, Long Term Care Insurance, Disability Insurance, Retirement Planning, Fixed Annuities, Trust Services, Licensed to Sell..., Long-term Care, Life Insurance, Indexed Annuities, Employee Benefits, IRAs, Term Life Insurance, Sales, General Insurance, Roth IRA, Whole Life, Commercial Insurance, Property & Casualty..., Universal Life, Health Insurance, Small Business, Variable Annuities, 401k, Financial Services, Sales Management, Team Building, Coaching

Education
University of Illinois at Chicago

Experience
FUTURITY FIRST Insurance Group   July 2008 - Present
American General Life & Accident  August 1989 - March 1998

Skills
Medicare Supplements, Whole Life, Annuities, Fixed Annuities, Medicare, Life Insurance, Term Life Insurance

Education
Kellogg Community College   2003 — 2003
certificate, Medical Transcriber

Norwell High School   1965 — 1969
Bsiness

Experience
FUTURITY FIRST Insurance Group   June 2012 - Present
Innovative Financial Partners, Inc   January 2012 - June 2012

Skills
Fundraising, Sales Management, Horsemanship, Team Building

Education
Butler University   1969 — 1972
Bachelor of Arts (B.A.), Psychology

Williamsville High School   1965 — 1968

Experience
Futurity First Insurance Group   April 2014 - Present
MetLife  April 1996 - December 2013

Skills
Comprehensive Planning, Retirement Planning, Risk Management, Inventory Management, General Insurance, Medicaid, Long-term Care

Education
Joliet Junior College   1984 — 1985