Guardian Life Insurance
The Guardian Life Insurance Company of America is one of the largest mutual life insurance companies in the United States. Based in New York City, it has approximately 8,000 employees in the United States and a network of over 3,000 financial representatives in more than 70 agencies nationwide. Number of employees: 8,000 employees; 3,000 financial reps Headquarters: New York City, New York, United States CEO: Deanna M. Mulligan (1 Jul 2011–) Founded: 1860 Subsidiaries: Park Avenue Securities LLC, Avesis Incorporated, Type of business: Mutual organization
Guardian Life Insurance List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Guardian Life Insurance. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Guardian Life Insurance Salaries. You can even request information on how much does Guardian Life Insurance pay if you want to. Learn about salaries, pros and cons of working for Guardian Life Insurance directly from the past employees.
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Guardian Life Insurance Employees
Counts Auction Group February 2015 - Present
Guardian Life Insurance September 1992 - December 2014
Guardian Life Insurance Company of America September 1992 - December 2014
Skills
Disability Insurance, Group Insurance, Critical Illness, Term Life Insurance, Employee Benefits, Life Insurance, Insurance, Sales, Health Insurance, Health Savings Accounts, Sales Management, 401k, Voluntary Employee..., Accident, Brokers, Underwriting, Long-term Care
Education
Hampden-Sydney College 1988 — 1992
Bachelor of Arts (B.A.), Economics
Hampden-Sydney College '92 1988 — 1992
BA, Economics
Greensboro Day School 1978 — 1988
High School, Mathematics
The FarPoint Alliance, a Digital Marketing Agency July 2008 - Present
Can You Identify Me? October 2014 - Present
NCAA October 2003 - Present
Guardian Life Insurance June 2008 - March 2014
Easter Seals New Jersey October 2011 - June 2013
UBS 2000 - 2007
Sony 1991 - 2000
Gartner (Cap Gemini) 1989 - 1991
Skills
Marketing Strategy, Social Media Marketing, Search Engine Technology, SEO, E-commerce SEO, Online Reputation..., Online Lead Generation, Website Development, Web Content, Web Project Management, Digital Marketing, SEM, Online Advertising, Web Development, Marketing, Management, Google Analytics, Google Adwords, E-commerce, Online Marketing, Email Marketing, Web Analytics, Digital Strategy, PPC, Web Marketing, Web Content Management, Analytics, CMS, Mobile Marketing, Digital Media, Strategic Partnerships, Content Management, Integrated Marketing, User Experience, Direct Marketing, Lead Generation, Interactive Marketing, Content Strategy, Multi-channel Marketing
Education
Cornell University
Certification, Marketing Strategy, Marketing
University of San Francisco
Masters Certification, Internet Marketing
Columbia University - Columbia Business School
Executive MBA, Sales and Marketing
New York Institute of Technology
MBA, Information Technology
William Paterson University of New Jersey
BA, History
Essex Catholic High School
Plant Street Acupuncture Inc. July 2012 - Present
Plant Street Acupuncture Inc. August 2011 - Present
Hewitt Associates October 2000 - September 2009
Unum November 1998 - October 2000
Guardian Life Insurance January 1998 - November 1998
Guardian Life Insurance May 1996 - January 1998
Guardian Life Insurance April 1988 - May 1996
Lincoln National Life Insurance Company January 1986 - April 1988
Skills
Employee Benefits, Benefits Administration, Account Management, Performance Management, Wellness, Strategic Planning, Acupuncture, Acupoint Injection..., Auricular Acupuncture, Business Development, Chinese Herbal Medicine, Coaching, Cupping, Guasha, Healthcare, Homeopathy, HR Consulting, Human Resources, Kinesio Taping, Leadership Development, Marketing, Moxibustion, Neuroacupuncture, Nutritional Counseling, Oriental Medicine, Outsourcing, Qigong, Reiki, Sales, Team Building, Training, Tuina, Traditional Chinese..., Nutrition, Wellbeing, Pain Management, Leadership, Tui Na, Stress Management, Wellness Coaching
Education
Florida College of Integrative Medicine 2010 — 2012
Master of Science
Florida College of Integrative Medicine 2010 — 2012
Bachelor's degree
Nova Southeastern University 1992 — 1996
CA Technologies January 2011 - Present
CA Technologies January 2009 - January 2011
Adecco February 2003 - January 2009
Guardian Life Insurance March 2001 - February 2003
CFS Bank March 1999 - February 2001
The Long Island Savings Bank July 1995 - January 1999
NatWest Bank November 1991 - July 1995
Columbia Federal Savings Bank February 1987 - October 1991
Skills
Strategic Sourcing, Sourcing, Contract Negotiation, Procurement, RFP, Supply Management, Purchasing, Risk Management, Negotiation, Analysis, Human Resources, Outsourcing, Vendor Management, Global Sourcing, Facilities Management, Process Improvement, Management
Education
State University of New York at Stony Brook 1984 — 1986
Business Management
Farmingdale State University of New York 1982 — 1984
Facilities Management
Seaford High School
Wolters Kluwer June 2012 - Present
Human Resources/Business Consultant July 2010 - Present
TIAA-CREF October 2004 - July 2010
Metropolitan Life Insurance Company September 2003 - April 2004
Arthur Andersen October 2000 - April 2002
Guardian Life Insurance October 1999 - September 2000
Prudenial, Life Insurance September 1989 - October 1999
Education
Fordham University
Masters, Human Resources
Guardian Life Insurance May 2004 - Present
Skills
Adobe Illustrator, InDesign, Photoshop, Dreamweaver, PowerPoint, Microsoft Office, Lotus Notes, Insurance, Customer Service, Event Planning, Microsoft Excel, Administrative Assistant, Office Management, Administration, Administrative...
Education
Cornell University 1995 — 1997
Certificate, Human Resource Studies
Metropolitan College of New York 1991 — 1995
Bachelor's of Science, Human Services
Terra Renewal Systems/Saw Mill Capital LLC 2011 - Present
Blockbuster International 2010 - 2011
Safety-Kleen Systems Inc, 2005 - 2010
GAB Robins 2004 - 2005
Guardian Life Insurance 2002 - 2004
GAB Robins 1999 - 2002
Skills
Forecasting, Budgets, Accounting, Mergers, Strategic Financial..., Financial Analysis, Financial Reporting, Process Improvement, Financial Modeling, Due Diligence, Managerial Finance, Income Statement, Corporate Finance, Risk Management, Strategic Planning, Hyperion Enterprise, Finance, Cash Management, SEC filings, Essbase, Restructuring, Management, Strategy, Mergers & Acquisitions, Analysis, P&L
Education
Fairleigh Dickinson University 1998 — 2000
Master of Business Administration (M.B.A.), Concentration in Finance
New Jersey City State University 1992 — 1994
Bachelor's Degree, Business Administration with concentration in Accounting
Essex County College 1990 — 1992
Associate’s Degree, Computer Information System, GPA 3.98
Northern Trust Asset Management March 2015 - Present
Ameriprise Financial Services, Inc. January 2012 - February 2015
John Hancock Life Insurance Company (U.S.A.) May 2011 - December 2011
John Hancock January 2008 - May 2011
Guardian Life Insurance 2003 - 2008
Guardian Life Insurance 2003 - 2008
Skills
Series 24, Series 7, Series 66, Series 6, Series 63, Strategic Financial..., Financial Advisory, Wealth Management, Mutual Funds, Asset Allocation, Annuities, Sales, Financial Services, Retirement Planning, 401k, Securities, Retirement, Investments, Fixed Annuities, Bloomberg, Separately Managed..., Asset Management, Alternative Investments, Series 65, FINRA
Education
Harvard University 2009 — 2011
ALM, Management
James Madison University - College of Business 1998 — 2002
BS, Marketing
Wells Fargo Insurance Services January 2014 - Present
Guardian Life Insurance January 1999 - December 2013
Guardian Life Insurance January 1991 - December 2013
Skills
Bilingual in English..., Certified Enrollment..., Adept with Microsoft..., Customer Service, Key Account Management, Teamwork, Team Leadership, Customer Retention, Account Management, Microsoft Office, Customer Satisfaction, Marketing
Education
El Camino College 1986 — 1987
Leuzinger High School 1981 — 1985
El Camino College
General Studies; Life & Health Studies
Lehigh Valley Health Network November 2012 - Present
Saint Joseph's University December 2011 - Present
Association for Talent Development (ATD) January 2013 - Present
ASTD EasternPA Chapter 2005 - December 2012
Lehigh Valley Health Network December 2010 - November 2012
Lehigh Valley Health Network July 2009 - December 2010
Lehigh Valley Health Network April 2006 - July 2009
Guardian Life Insurance 1993 - 2006
Skills
Presenter, Patient Satisfaction, Training & Development, Workshop Facilitation, Coaching, Instructional Design, Leadership Development, Organizational..., E-Learning, Public Speaking, Needs Analysis, Team Building, Change Management, Training, Staff Development, Performance Management, Leadership, Healthcare, Performance Improvement, Human Resources, Consulting, Organizational..., Career Development, Executive Coaching, Training Delivery, Talent Management, Employee Engagement, Onboarding, Internal Communications, Interviews, Career Counseling, Adult Education, Instructor-led Training, Conflict Resolution, Executive Development, Management, Culture Change, Employee Training
Education
Drexel University 2015 — 2018
Doctor of Education (EdD), Educational Leadership and Management
Saint Joseph's University 2007 — 2010
MS, Organizational Development and Leadership
Penn State University
BS, Marketing
Duke Energy Corporation September 2009 - Present
Guardian Life Insurance March 2007 - October 2009
Honeywell August 2006 - March 2007
Johnson & Johnson 2005 - 2006
Bowne Inc. April 2004 - April 2005
JPMorgan Chase March 2003 - April 2004
Prudential Financial January 2000 - December 2002
Skills
PMP, Integration, PMO, Enterprise Architecture, Business Process, Change Management, Vendor Management, Project Management, Program Management, Outsourcing, Requirements Analysis, Management, Strategic Sourcing, Risk Management, Data Center, Process Improvement, ITIL, Leadership, Continuous Improvement, CMMI, Software Development, Insurance, SDLC, Project Delivery, Quality Assurance, Governance, Earned Value Management, Banking
Education
Fairleigh Dickinson University 1983 — 1985
MBA, Finance
Business Transition Advisors, Inc. (dzugell@bta.us.com) January 2010 - Present
Guardian Life Insurance 2008 - January 2010
MetLife December 2003 - October 2008
General American January 1997 - January 2002
Paul Revere 1994 - 1997
Education
Grove City College 1987 — 1991
BA
Fox Chapel High School 1983 — 1987
Cenduit February 2015 - Present
Cenduit March 2014 - February 2015
Cenduit December 2011 - March 2014
Cenduit December 2010 - November 2011
IMM Interactive September 2009 - April 2010
Viamedia May 2009 - July 2009
Viamedia September 2008 - April 2009
Guardian Life Insurance January 2008 - July 2008
Skills
Process Improvement, Program Management, Market Research, Clinical Trials, Management, Pharmaceutical Industry, Project Management, Marketing, Microsoft Office, IRT, Sales, Analysis, Software Documentation, Cross-functional Team..., Research, CRO
Education
DeSales University 2010 — 2011
MBA, College of Management
Moravian College 2003 — 2007
Bachelor of Arts, Double Major in Economics and Political Science
Guardian Life Insurance May 2014 - Present
Aflac-voluntary benefits July 2002 - Present
Aflac July 2002 - Present
Griffin Hospital 2007 - 2015
SCORE "Counselors to America's Small Business" January 2009 - February 2012
Greater Valley Chamber of Commerce 2002 - 2011
BNI (Business Networking International) 2008 - 2009
Excell Home Fashions January 1989 - February 2001
Beacon Blankets 1985 - 1989
Fieldcrest Cannon 1972 - 1986
Skills
Disability Insurance, Medical Supplement Plans, Small Business..., Plans, Small Business
Education
Colgate University 1968 — 1972
BA, Economics
Mount St. Micahel 1964 — 1968
NYS Regents, Academics
Cambridge Insurance Advisors June 2006 - Present
International Society of Certified Employee Benefit Specialists - NY Chapter 2006 - Present
Guardian Life Insurance June 2002 - June 2006
Vector Marketing June 1998 - September 1999
Skills
Employee Benefits, Life Insurance, Insurance, 401k, Disability Insurance, Health Insurance, Benefits Administration, Risk Management, Long-term Care, Estate Planning, Deferred Compensation, Sales Management, Public Speaking, Sales, Strategic Planning, Fixed Annuities, Analysis, Strategy, Business Planning, Leadership, Management
Education
College of the Holy Cross
BA
Seton Hall Prep
University of Pennsylvania - The Wharton School
CEBS
Morgan Stanley Wealth Management January 2014 - Present
Guardian Life Insurance August 2009 - August 2013
AIG May 2007 - August 2008
Hartford Financial Products, the Hartford 2004 - 2007
Manulife Wood Logan (John Hancock) June 2000 - October 2004
ProMix 1989 - 2000
Skills
Strategic Initiatives, Succession Planning, Talent Management, Change Management, Performance Management, Workforce Planning, Employee Relations, Organizational..., Acquisition Integration, Mergers, Compensation Packages, human capital, Organizational..., Organizational Design, Leadership Development, Human Capital, Mergers & Acquisitions, Onboarding, Deferred Compensation, Applicant Tracking..., Employee Benefits, Leadership, Program Management, HRIS, Strategic Planning, Policy, Employee Engagement, Talent Acquisition, Human Resources, Strategy, Recruiting, Financial Services, HR Policies, Management
Education
Fordham University 1984 — 1988
BA, English
Manhattanville College 2000 — 2002
Masters, Human Resource Organizational Design
Thornton Donovan 1972 — 1984
Realogy 2004 - Present
Coldwell Banker Residential Brokerage (NRT LLC., A Realogy Company) 2003 - Present
K&N Marketing Consultants 1994 - 2004
Park Avenue Securities LLC. 1999 - 2003
Guardian Life Insurance 1997 - 2003
Family Golf Centers 1995 - 1998
Nassau County School to Career Partnership 1994 - 1997
Hewson Berlin Associates 1987 - 1994
Genigraphics Corporation 1985 - 1987
Skills
Advertising, CRM, Marketing Strategy, Social Media, Marketing, B2B, Management, Strategic Planning, Social Networking, Online Marketing, Sales, Digital Marketing, New Business Development, Online Advertising, Negotiation, Public Relations, Account Management, Lead Generation, Integrated Marketing, Leadership, Social Media Marketing, Team Building, Change Management, Analysis, Marketing Communications, Interactive Marketing, Budgets, Sales Management, Selling, Training, Email Marketing, Team Management, Direct Marketing, Event Management, Strategic Partnerships, Market Research, Web Marketing, Market Planning, Brand Development, Marketing Management, Market Analysis, Entrepreneurship, Trade Shows, Salesforce.com, E-commerce, Business Development, SEO, Strategy, SEM, Contract Negotiation
Education
Fashion Institute of Technology 1987 — 1989
Master of Arts (MA), Marketing/Marketing Management, General
Fashion Institute of Technology 1983 — 1985
Bachelor of Arts (BA), Computer Graphics
Fashion Institute of Technology 1981 — 1983
Associate of Arts (AA), Textile Design
West Islip High School 1979 — 1981
Graduate
Bishop Kearney, DHS 1978 — 1979
St. Brendan's High School, DHS 1977 — 1978
St. Vincent Ferrer 1969 — 1977
John Hancock Investments January 2009 - Present
John Hancock Funds, LLC March 2007 - January 2009
Guardian Life Insurance July 2002 - March 2007
Sun Life Financial 2000 - 2001
Sun Life Financial 2000 - 2001
Skills
Mutual Funds, Series 63, Series 6, Alternative Investments, 401k, Investments, Separately Managed..., Securities, Retirement Planning, Retirement, Series 24, Series 65, Investment Strategies, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2013
Master of Business Administration (M.B.A.)
College of the Holy Cross
BA, Sociology
Guardian Life May 2013 - Present
Guardian Life Insurance May 2010 - Present
Berkshire Life Insurance Co. August 2004 - Present
2004-2009Berkshire Life Insurance Company August 2004 - Present
Guardian Life 2004 - Present
Berkshire Life Insurance Company January 2009 - July 2009
2003-2004 January 2003 - August 2004
Senior Benefits Advisors May 2002 - May 2004
United Way of Pioneer Valley June 2003 - September 2003
United Way of Western Massachusetts 2003 - 2003
Skills
Business Development, Retirement Planning, Training, Insurance, Marketing, Marketing Strategy, Sales, Disability Insurance, Strategic Planning, Leadership, Management, Small Business, Time Management, Investments, Public Speaking, Strategy, Customer Service, Estate Planning, Financial Services, Employee Benefits, Risk Management, Networking, Account Management, Fundraising, Lead Generation, Life Insurance, Long-term Care, Sales Operations, Strategic Financial...
Education
Isenberg School of Management, UMass Amherst 1999 — 2001
MBA, Master of Businee Administration
University of Massachusetts
Bachelor of Art, Communication
OppenheimerFunds 2004 - February 2015
Prudential Financial November 2002 - November 2004
Guardian Life Insurance February 1996 - October 2002
Shereff Friedman 1993 - 1996
LeBoeuf, Lamb, Greene & MacRae 1990 - 1993
AXA Equitable 1985 - 1987
Skills
Financial Services, FINRA, Corporate Law, Investments, Retirement, Asset Management, ERISA, Mutual Funds, Investment Company Act, Securities Regulation, Corporate Governance, Investment Advisory, Financial Advisory, Due Diligence, Team Mentoring, Team Management, Collaborative Problem..., Talent Acquisition, Securities, Alternative Investments, Leadership, Teamwork
Education
Cornell Law School 1987 — 1990
JD
Skidmore College 1981 — 1984
B.A., Government-History
Healthcare Hedge Fund December 2012 - Present
RBC Professional Trading Group 2005 - 2010
Lexington Avenue Partners 2001 - 2004
Guardian Life Insurance 1992 - 2001
Mitchell Hutchins Institutional Investors 1991 - 1992
Kidder Peabody 1983 - 1991
Skills
Derivatives, Bloomberg, Alternative Investments, Asset Allocation, Equity Research, Series 7, Equity Trading, Financial Modeling, ETFs, Valuation, Equity Valuation, Asset Managment, Analytics, Financial Markets, Mergers & Acquisitions, Private Equity, Trading Strategies, Quantitative Analytics, Securities, Finance, Venture Capital, Asset Management, Analysis
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance
University of Michigan 1978 — 1979
MS, Industrial & Operations Engineering
benefitRFP April 2009 - Present
Guardian Life Insurance July 2009 - December 2011
Phoenix Life Insurance Company July 2006 - May 2009
Principal Financial Group May 2004 - June 2006
Northwestern Mutual April 2002 - April 2004
Skills
Executive Pay, Retirement, Deferred Compensation, Insurance, 401k
Education
Iowa State University 1998 — 2003
BS, Finance and International Business
Guardian Life June 2015 - Present
C3i September 2013 - February 2015
National Board of Medical Examiners December 2012 - September 2013
Crayola November 2010 - November 2011
Crayola December 2008 - November 2010
Crayola August 2006 - December 2008
Guardian Life Insurance February 1994 - August 2006
Skills
Process Improvement, Team Leadership, Customer Relations, Problem Solving, Microsoft Office, Team Building, Budgeting, Change Management, Windows, Business Analysis, Troubleshooting, Coaching, Disaster Recovery, SAP, Windows 7, Help Desk Support, Lotus Notes, Blackberry Enterprise..., System Administration, Visio, Software Documentation, SharePoint, Training, Active Directory, Software Installation, Access, Data Center, Management, Technical Support, System Deployment, Project Management, Cross-functional Team..., Leadership
Education
DeSales University 2012 — 2015
Management of Information Technology
Northampton Community College 1999 — 2001
IS releated
Allentown Business school 1997 — 1998
IS Related
Integra Managed Care August 2015 - Present
SRSsoft April 2014 - October 2014
Hello Health Inc. May 2013 - November 2013
Hello Health, Inc. June 2011 - May 2013
Mount Sinai Medical Center January 2011 - May 2011
Guardian Life Insurance 2006 - 2010
Guardian Life Insurance 2000 - 2006
Guardian Life Insurance 1995 - 2000
Skills
EHR, Training, Implementation, Manage Client..., Managed Care, CRM, Healthcare, Hands-on Training, Cross-functional Team..., Strategy, Physicians, Epic Systems, EMR, New Business Development, Software Documentation, Health Insurance, HIPAA, Hospitals, Employee Benefits, Healthcare Information..., CPOE, Management, Policy, Marketing Communications, Project Management
Education
The New School 2004 — 2007
M.S., Health Services Management
Iona College
B.A., Communication Arts
Guardian Life November 2006 - Present
Northwestern Mutual October 2005 - October 2006
AFBA December 2002 - July 2005
Guardian Life Insurance October 1996 - November 2001
The Chase Manhattan Bank February 1993 - October 1996
Skills
Insurance, Fixed Annuities, Life Insurance, Mutual Funds, Sales, Retirement Planning, Disability Insurance, Financial Services, Marketing, Finance, Small Business, Strategic Financial..., Investments, Long-term Care
Education
Hofstra University
B.S., Computer Science
Fleet Feet Mahwah November 2002 - Present
Fleet Feet Mahwah November 2002 - Present
Swiss International June 2000 - August 2002
Guardian Life Insurance June 1975 - June 2000
Skills
Apparel, Sports, Strategic Planning, New Business Development, Business Strategy, Entrepreneurship, Health Insurance, Disability Insurance, Marketing, Email Marketing, Retail, Retail Marketing, Training, Footwear, Sales, Sales Management, Small Business, Social Media Marketing, Brand Management, Brand Development
Education
Fordham Gabelli School of Business 1976 — 1978
MBA, Finance
Fairfield University 1971 — 1975
BA, Economics
Archbishop Stepinac HS 1967 — 1971
HS, College Prep
New York Liquidation Bureau February 2008 - Present
Guardian Life Insurance June 2006 - February 2008
Horizon Blue Cross Blue Shield of N.J. September 1998 - May 2006
HoMed Convalescent Equipment Inc, September 1996 - August 1998
HealthFirst Insurance Company October 1994 - August 1996
Public Securities Association October 1991 - September 1994
Health & Hospitals Corporation June 1989 - June 1991
KPMG Peat Marwick October 1985 - June 1989
Metropolitan Life Insurance Company, September 1979 - October 1985
Skills
Auditing, Financial Analysis, Accounting, Insurance, Financial Reporting, Finance, Tax, Account Reconciliation, Financial Modeling, Project Planning, Enterprise Risk..., GAAP, Risk Management, Forecasting, Banking, Analysis, Management, External Audit, Budgets, Team Building, General Ledger, Financial Risk, Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, Statutory Accounting, Strategic Financial..., Executive Management, US GAAP, Mergers & Acquisitions, Financial Statements, Due Diligence, Managerial Finance
Education
Dowling College 2003 — 2005
M.B.A, Business Management
Pace University 1975 — 1979
BBA, CPA Preparation
Wells Fargo (contract employee) August 2014 - December 2014
Citibank NA July 2013 - January 2014
A.G. Sieben & Associates, Inc. February 2012 - June 2013
Guardian Life Insurance March 1994 - January 2012
Skills
Proofreading, Administrative..., Data Entry, Fax, Lotus Notes, Spreadsheets, File Management, Outlook, Customer Service, Insurance, Office Management, Employee Benefits, Benefits Administration, Invoicing
Education
Colby Sawyer College 1976 — 1978
Associates, Secretarial Science
Maddock Douglas March 2010 - Present
Guardian Life Insurance 2007 - 2010
Prudential Financial 1999 - 2007
Bankers Life Insurance Company of NY 1990 - 1999
The North Atlantic Life Insurance Company of America 1984 - 1990
Skills
Marketing, Leadership, Insurance, Product Marketing, Financial Services, Strategy, Thought Leadership, Public Speaking, Business Development, Marketing Strategy, Strategic Planning, Life Insurance, Direct Marketing, Competitive Analysis, CRM, Entrepreneurship, Writing, Financial Education, Business Strategy, Segmentation, Market Research, Think Tank, Integrated Marketing, New Business Development, Sales, Financial Planning, Management Consulting, Start-ups, Online Marketing, Strategic Financial..., Brand Development, Disruptive Technologies, Innovation, Innovation Consulting, Business Innovation, Innovation Management
Education
American College 2004 — 2006
CLU, Insurance
Hofstra University 1988 — 1993
BBA, MBA, Marketing, Management
Broadvine February 2015 - Present
Sageworks, Inc. December 2012 - November 2014
Sageworks, Inc. January 2011 - December 2012
Forensic Analysis & Engineering Corp. September 2009 - October 2010
Guardian Life Insurance May 2005 - September 2009
Office Depot May 2003 - May 2005
Skills
Outside Sales, Marketing, Territory Management, Sales, Sales Process, B2B, Sales Operations, Cold Calling, Salesforce.com, Account Management, Sales Management, New Business Development, Direct Sales, Sales Presentations, Business Development, Recruiting, Leadership, Customer Satisfaction, Contract Negotiation, Pricing, Start-ups, SaaS, Insurance, Selling, Customer Retention, Strategic Planning, Strategic Partnerships, Management, Enterprise Software, Training, Negotiation, Cloud Computing, Consulting, Channel Partners, Lead Generation, Solution Selling, Competitive Analysis, Process Improvement, Forecasting, Business Planning, Strategy, Building Relationships, Executive Management, Marketing Strategy, Product Marketing, Team Building, Cross-functional Team..., CRM, Sales Force Development, Consultative Selling
Education
East Carolina University 2001 — 2005
College of Industrial Technology, Industrial Distribution and Sales
South Granville High School 1997 — 2001
Nippon Life Benefits(R) September 2011 - Present
Guardian Life Insurance November 2009 - September 2011
American General Life Companies January 2006 - November 2009
Self-Employed 2004 - 2005
Monmouth County Prosecutor's Office 2002 - 2004
Siemens 1997 - 2002
Kings County District Attorney's Office March 1987 - July 1992
United States Attorney SDNY June 1983 - August 1983
Skills
Insurance, Litigation, Legal Research, Corporate Law, Corporate Governance, Policy, Privacy Law, Litigation Management, Legal Compliance, Trials, Insurance Law, Legal Writing, Vendor Management, Strategy, Arbitration, Securities Regulation, Licensing, Commercial Litigation
Education
Georgetown University Law Center 1982 — 1985
JD, Law
Sarah Lawrence College 1979 — 1982
BA, Liberal Arts
Teradata January 2008 - Present
Morgan Stanley October 2007 - December 2007
MRM Worldwide August 2007 - September 2007
MasterCard September 2006 - July 2007
(Personal Firm) August 2005 - September 2006
IXIS Asset Management June 2005 - August 2005
Guardian Life Insurance February 2002 - April 2005
DataSquare October 2001 - February 2002
Keyspan Energy February 2001 - September 2001
Bank of America November 2000 - January 2001
Skills
Customer Analysis, Business Analysis, Business Intelligence, Consulting
Education
Kettering University 1994 — 1998
Bachelor of Science in Applied Mathematics, Major: Applied Statistics / Minor: Applied Computational Mathematics
New Canaan High School
Guardian Life Insurance September 2008 - Present
Construct Corps June 2004 - August 2008
Campus Lodge Apartments 2003 - 2004
Labor Ready 2002 - 2004
Skills
Employee Benefits, Account Management, Recruiting, Health Insurance, Disability Insurance, Insurance, Life Insurance, Term Life Insurance, Employee Relations
Education
Georgia Perimeter College 2010 — 2012
Associates, Business Administration
University of South Florida 2002 — 2003
Warner University 2001 — 2002
BB&T November 2011 - Present
American Red Cross 2005 - 2013
Brookstone July 2011 - November 2011
TBN January 2007 - December 2010
Guardian Life Insurance April 2010 - November 2010
Northwestern Mutual Financial Network 2009 - March 2010
SunTrust Bank November 2004 - June 2009
Commerce Bank April 1997 - November 2004
Farm & Home Savings & Loan 1987 - 1996
Skills
Consumer Lending, Small Business Lending, Commercial Lending, Finance, Strategic Financial..., Commercial Banking, Credit Analysis, Financial Services, Leadership, Management, Credit, Loan Origination, Banking, Retail Banking, Financial Planning, Customer Service
Education
Fontbonne University
TIBCO Software Inc. July 2014 - Present
Macy's January 2010 - Present
TIBCO Software May 2010 - June 2014
TVA May 2008 - December 2009
Merrill Lynch October 2007 - April 2008
Guardian Life Insurance June 2006 - September 2007
Carlson Companies December 2005 - May 2006
Skills
TIBCO, EAI, TIBCO iProcess, ESB, SOA, JMS, Middleware, Web Services, EMS, WSDL, Business Process Design, Architecture, Architectures, Business Process, Databases, EDI, Enterprise Software, Integration, Java, Messaging, Oracle, PL/SQL, SDLC, SOAP, Solution Architecture, TIBCO Rendezvous, XML
Education
The University of Texas at Arlington 2003 — 2005
Masters
Jawaharlal Nehru Technological University 1999 — 2003
Bachelors
Guardian Life Insurance July 1989 - Present
US Army February 1986 - May 1990
Education
Whitworth University 2005 — 2007
Organizational Management, Business
Gonzaga University 1987 — 1989
Business, Business and Engineering
Brandywine Global Investment Management 2013 - Present
RBC Capital Markets 2011 - 2013
Guardian Life Insurance 2009 - 2011
Goldman Sachs 1998 - 2009
Deutsche Bank Securities 1994 - 1998
Lehman Brothers 1986 - 1994
Skills
Financial Risk, Equities, Fixed Income, Portfolio Management, Options, Capital Markets, Financial Services, Risk Management, Change Management, Business Analysis, Strategy, IT Strategy, Trading Systems, Trading, Asset Management, Strategic Planning, Outsourcing, Securities, Leadership, Finance, Asset Managment, Vendor Relationships, CRM, Private Equity, Mutual Funds, Hedge Funds, PMO, Executive Management, Derivatives, Business Strategy, Middle Office, Project Portfolio...
Education
Columbia University in the City of New York
BA, Economics
Brooklight Place Securities, Inc. June 2011 - Present
Eqis Capital May 2009 - December 2010
Curian Capital 2007 - 2008
Guardian Life Insurance March 2006 - October 2006
MetLife Investors February 2003 - September 2005
Jackson National Life June 2000 - December 2002
SunAmerica September 1998 - May 2000
AIG 1998 - 2000
Skills
Training, Series 7, Management, Public Speaking, Mutual Funds, Fixed Annuities, Business Development, Sales, Variable Annuities, Separately Managed..., Investments, Retirement, 401k, Asset Allocation, Series 63, Financial Services, Retirement Planning, Wealth Management, Alternative Investments
Education
Indiana University Bloomington 1991 — 1996
Bachelor of Science (B.S.)
Lake Zurich High School 1987 — 1991
Northern Illinois University
Guardian Life June 2015 - Present
The Guardian Life Insurance Company of America August 2010 - 2015
Guardian Life Insurance August 2008 - August 2010
Crump Insurance April 2004 - March 2008
BISYS Insurance Services May 2001 - April 2004
Highmark Blue Shield December 1999 - April 2001
FCCI Insurance March 1998 - May 1999
Skills
Underwriting, Insurance, Term Life Insurance, Whole Life, Long-term Care, Medical Terminology, EKG Interpretation, Life Insurance, Case Management, Fixed Annuities, Customer Service, Universal Life, Brokers, General Insurance, Long Term Care Insurance, Employee Benefits, Health Insurance, Regulatory Compliance, Anti Money Laundering, Fraud Awareness, Reinsurance, Retirement, Management
Education
DeSales University 2013 — 2015
Bachelor's Degree, Business Administration, Management and Operations
Northampton Community College 1994 — 1996
Business Office Management
401k Plan Consultants, LLC 2012 - Present
Egidio Assante Wealth Management, LLC January 2011 - Present
Alpine Wealth Management, LLC January 2010 - Present
PTS Asset Management March 2009 - June 2010
1031 Investment Services July 2007 - July 2009
WM Group of Funds October 2001 - June 2007
Guardian Life Insurance March 2000 - October 2001
Integrity Insurance 2001 - 2001
Freedom Capital Corp 1996 - 1999
Investors Bank & Trust 1993 - 1996
Skills
Mutual Funds, Financial Services, Series 7, Investments, Series 63
Education
State University of New York College at Geneseo 1984 — 1987
BA, Economics
Edinboro University of Pennsylvania 1983 — 1984
Economics
Reme Free Academy 1980 — 1983
Lincoln Financial Group July 2009 - Present
Mutual of Omaha May 2007 - July 2009
Guardian Life Insurance June 2006 - April 2007
Cushing January 2005 - June 2006
CareerBuilder.com 2005 - 2005
Skills
Employee Benefits, Disability Insurance, Marketing, Sales, Insurance, Life Insurance, Health Insurance, Underwriting, Term Life Insurance, Account Management
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelors, Marketing, International Studies, Spanish
Seaholm 1997 — 2001
MassMutual Southern New England December 2010 - Present
Charter Oak Insurance and Financial 2004 - December 2010
Guardian Life Insurance 1972 - 2002
Skills
Retirement, Disability Insurance, Fixed Annuities, Life Insurance, Long Term Care Insurance, Whole Life, Retirement Planning, Financial Planners, Financial Services, Insurance, Finance, Employee Benefits, Strategic Financial...
Education
Colgate University 1965 — 1969
Bachelor of Arts (BA)
Shattuck
Geller & Company March 2011 - Present
BTQ Financial May 2010 - May 2011
AICPA October 2005 - May 2010
Zurich Financial Services September 2004 - October 2005
Guardian Life Insurance September 2002 - September 2004
PricewaterhouseCoopers January 1996 - January 2002
Leaf, Saltzman, Manganelli, Pfeil & Tendler January 1994 - January 1996
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, Analysis, Business Analysis, Business Process..., CPA, Finance, Financial Analysis, General Ledger, Strategy, Management, SEC Filings
Education
Hofstra University 1991 — 1993
MBA, Accounting
University of Utah 1982 — 1986
BS, Finance
RBC Capital Markets June 2010 - Present
Morgan Stanley 2008 - 2009
Stony Brook University 2006 - 2007
Cushman & Wakefield 2001 - 2006
ABN AMRO 1997 - 2001
Guardian Life Insurance 1985 - 1997
Education
Hofstra University 2007 — 2008
PMP Certification, Project Management & Implementation
New York University 1989 — 1990
Diploma, Real Estate / Construction Mgmt.
Cornell University 1980 — 1984
BS, Human Environment Relations
Contractor July 2015 - Present
NYC Department of Education February 2013 - Present
Details Oriented January 2010 - Present
The Renaissance School of the Arts November 2013 - November 2013
The Guardian Life Insurance Company of America June 2010 - September 2010
FINRA 2004 - December 2008
Arch Insurance Group 2004 - 2004
Guardian Life Insurance 1996 - 2003
CNA Insurance 1988 - 1995
Skills
Interior Design, Set Design, Administration, Furniture, Space Planning, AutoCAD, Microsoft Office, Outlook, Vendor Relations, Word, Coordination, Customer Service, Excel, Budgeting, Scheduling, Purchasing, Supervisory Skills, Event Management, Property Management, Contract Management, Proposal Writing, Vendor Management, Customer Relations, Problem Solving, Documentation, Inventory Management, Event Planning, Strategic Planning, Time Management, Research, Process Improvement, Planning, Facilities Management, Procurement, Negotiation, Public Speaking, Team Building, Contract Negotiation, Budget Management, Billing, Office Management, Teamwork, Administrative Support, Team Leadership, Forecasting, Real Estate, Mentoring, English, Windows, Operations Management
Education
New York Institute of Technology-Old Westbury 1964 — 1968
BFA, Interior and Stage Design
Hofstra University
MS, Education
Corporate Social Responsibility Leaders in the Greater New York City Area 2014 - Present
Natural Resources Defense Council 2014 - Present
Columbia University January 2013 - May 2014
Natural Resources Defense Council 2014 - 2014
Columbia University in the City of New York 2013 - 2013
Guardian Life Insurance June 2009 - October 2011
Guardian Life Insurance October 2001 - October 2011
Formerly Castrol Consumer N.A., Currently BP Lubricants 1998 - 2001
Prudential Insurance 1989 - 1998
Skills
Strategy, Business Strategy, Marketing Strategy, Strategic Planning, Management, Leadership, Market Research, Marketing Research, Research, Corporate Social..., Corporate Sustainability, Sustainability..., Sustainability Reporting, Sustainability Metrics, Sustainability Marketing, Social Sustainability, Segmentation, Analysis, Marketing, Nonprofits, Sustainability, Product Development, Sustainable Development, Climate Action Planning, Focus Groups, Corporate Branding, Corporate Communications, Corporate Identity, Corporate Events, Environmental Policy, Sustainability Education, Stakeholder Engagement, Project Management, Energy Efficiency..., Developing Talent, Operating Budgets
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Sustainability Management
BSD Consulting, Certified GRI Training Partner 2014 — 2014
Trained Certified Practitioner on G4 GRI (Global Reporting Initiative)
University of Wisconsin-Madison
BA, Psychology and Social Work
New York University 2008 — 2009
Certificate In Coaching, Executive & Personal Coaching
The American College
ChFC, Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
Guardian Life Insurance February 2005 - Present
Skills
Lotus Notes, Employee Benefits, Life Insurance, Disability Insurance, Term Life Insurance, Insurance, Health Savings Accounts, Health Insurance, Long-term Care, Brokers, Account Management, Customer Service, Leadership, Benefits Administration, Sales
Education
Curry College
Business Management
Mount Vernon Bible College
Binny's Beverage Depot April 2013 - Present
Softchoice March 2012 - April 2013
Rockwell Associates August 2011 - March 2012
Guardian Life Insurance June 2009 - August 2011
Skills
Disability Insurance, Life Insurance, Employee Benefits, Group Insurance, Insurance, Health Savings Accounts, Health Insurance, Critical Illness, Benefits Administration, Term Life Insurance, Microsoft Technologies, Technology Management, Cisco Technologies, Channel Partners
Education
DePaul University 2014 — 2016
Master's Degree, Predictive Analytics
Indiana University Bloomington 2005 — 2009
Bachelor of Science (BS), Business Management, Entrepreneurship
Northwestern High School 2001 — 2005
Thermo Fisher Scientific August 2013 - Present
Thermo Fisher Scientific April 2010 - August 2013
Guardian Life Insurance January 2009 - March 2010
Thermo Fisher Scientific March 2008 - December 2008
Thermo Fisher Scientific May 2006 - March 2008
Thermo Fisher Scientific July 2005 - May 2006
US Genomics December 2004 - July 2005
Millipore September 2002 - December 2004
PhotonEx Corp September 2000 - August 2002
Sterling Hager PR Agency March 2000 - August 2000
Skills
Marketing Communications, Global Marketing, Marketing Strategy, Integrated Marketing, Marketing, Product Launch, Cross-functional Team..., Strategy, Brand Awareness, Management, Competitive Analysis, Product Management, Market Analysis, Project Management, Marketing Management, Strategic Partnerships, Commercialization, Thought Leadership, Internal Communications, B2B Marketing, Talent Management, Public Relations, Corporate Communications, Direct Marketing, Market Research, Salesforce.com, Multi-channel Marketing, Process Improvement, Email Marketing, Online Marketing, International Sales, Strategic Communications, Digital Marketing, Team Leadership, Corporate Branding, Channel Marketing, Acquisition Integration, Budget Management, Marketing Messaging, Writing, Account Management, International Marketing, Communication, Staff Development, Web Content, Content Strategy, Communication Skills
Education
Clark University
Master of Science (M.S.)
Clark University
Bachelor of Arts (B.A.)
Accenture July 2015 - Present
Aon Hewitt October 2013 - July 2015
WellPoint/Blue Cross Blue Shield of Georgia July 2012 - September 2013
Graphic Packaging International December 2011 - July 2012
ADP March 2006 - October 2011
ADP TotalSource March 2006 - October 2011
ADP March 2006 - February 2008
Cundy, Inc January 2004 - March 2006
Guardian Life Insurance January 2000 - January 2004
Skills
Employee Benefits, Human Resources, Training, Leadership, Process Improvement, ADP Payroll, Management, Account Management, COBRA, Interviews, Open Enrollment, Sales, Benefits Administration, Program Management, Healthcare, Employee Relations, Project Management, Recruiting, HRIS, FMLA, Applicant Tracking..., Performance Management, Talent Acquisition, Health Savings Accounts, Employee Training, Customer Retention, New Hire Orientations, Talent Management, Deferred Compensation, College Recruiting, Temporary Placement, PeopleSoft, Payroll, Workforce Planning, Onboarding
Education
Florida Agricultural and Mechanical University 1992 — 1997
BS, Public Relations
Cass Tech High School 1986 — 1990
Anthem, Inc. June 2003 - Present
Guardian Life Insurance 1995 - 2003
Education
East Stroudsburg University of Pennsylvania
B.A., Economics and Math
Darrow Inc October 2010 - Present
Deloitte - Financial Advisory Services April 2011 - September 2014
Guardian Life Insurance February 2007 - April 2011
Shell Oil Co. August 2001 - September 2004
Skills
Commercial Real Estate..., Financial and..., Underwriting, Financial Modeling, Due Diligence, Management Consulting, Project Management, Mergers & Acquisitions, Asset Management, Leadership, Operations Management, Valuation, Financial Analysis, Management, Finance, Strategy, Investments, Commercial Real Estate, Real Estate, Portfolio Management
Education
New York University 2008 — 2010
Master of Science, Real Estate Finance
Florida State University 1995 — 1999
B.S in Business & B.S. in Psychology, Management
FM Global April 2015 - Present
Northwestern Mutual December 2012 - March 2015
Guardian Life Insurance November 1999 - October 2012
Guardian Life Insurance Company November 1999 - October 2009
AT&T November 1981 - November 1999
Skills
Training, Management, Contract Negotiation, Event Planning, Strategic Planning, Budgets, Marketing, Account Management, Marketing Communications, Customer Service, Marketing Strategy, Meeting Planning, Leadership, Sales, Program Management, Sales Management, Leadership Development, Corporate Events, Team Building, Direct Marketing, Strategy, Hotels, Customer Satisfaction, Fundraising, Team Leadership, Cross-functional Team..., Hospitality Industry, Trade Shows, Hospitality, New Business Development, Social Media Marketing, Salesforce.com, Social Networking, Email Marketing, Public Relations, Negotiation, Social Media, Business Development, Market Research, B2B, Business Planning, Direct Sales, Advertising, Teamwork, Insurance, Coaching, Online Advertising, Sponsorship, Public Speaking, Incentives
Education
Kean University 1976 — 1980
Economics Management Science
Sands Casino Resort Bethlehem March 2014 - Present
Austin Grill December 2011 - February 2014
Muzikreviews.com October 2008 - November 2012
Guardian Life Insurance October 2008 - December 2010
The Valley Voice Newspaper January 2008 - June 2008
Family YMCA January 2008 - June 2008
DeSales University August 2005 - May 2006
Wal-Mart June 2003 - June 2005
Skills
Blogging, Social Networking, Social Media, Press Releases, Microsoft Office, Creative Writing, PowerPoint, Publishing, Microsoft Excel, Microsoft Word, Customer Service, Facebook, Marketing, Publications, Content Management, Newspaper, Lotus Notes, Siebel, Illustrator, Photoshop, Web Design
Education
Northampton Community College 2014 — 2016
Web Page, Digital/Multimedia and Information Resources Design, A
DeSales University 2005 — 2008
Bachelors, Communications; Business
. December 2014 - Present
Reader's Digest Association 2012 - 2014
McGraw-Hill 2011 - 2012
Guardian Life Insurance 2009 - 2011
BlackRock 2005 - 2009
Morgan Stanley 2004 - 2005
Citi 2001 - 2004
Skills
Financial Planning, Financial Analysis, Oracle Financials, Business Objects, SharePoint, Financial Modeling, Project Finance, Lotus Notes, Hyperion Planning, Strategic Planning, Forecasting, Variance Analysis, Product Costing, Capital Budgeting, Change Management, Process Improvement, Contract Management, P&L Financial Management, Strategic Financial..., Accounting, Analysis, Finance, Strategy, Mergers & Acquisitions, Competitive Analysis, Financial Reporting, Leadership, Oracle E-Business Suite, New Business Development, Sarbanes-Oxley Act, Business Planning, Management, Risk Management, Financial Services, Business Process...
Education
Iona College 1997 — 2000
MBA, Finance
State University of New York at Buffalo
BA, International Business
Microsoft January 2015 - Present
Lean Startup Machine November 2013 - Present
Startup Weekend June 2011 - December 2014
SWASA June 2011 - December 2014
Opathica July 2012 - March 2014
SocialVuze(prelaunch) (formerly LoCacha) June 2012 - June 2013
aloWHO / Kaastr October 2011 - August 2012
Guardian Life Insurance April 2008 - May 2011
Guardian Life Insurance October 2006 - February 2009
New York Stock Exchange October 2005 - October 2006
Skills
Strategy, Cloud Computing, Leadership, E-commerce, Social Media, Business Development, Pitch Development, Internet of Things, Polyglot Persistence, Product Management, Partner Management, Cross-platform..., Enterprise Software, Entrepreneurship, Business Strategy, Business Process, Enterprise Architecture, Mobile Product..., Database Design, jQuery, Risk Management, IT Operations, Agile Methodologies, Hadoop, Amazon Web Services..., .NET, Information Security..., Business Intelligence, Lean Startup, Early-stage Startups, PhoneGap, User Experience, Heroku, C#, Full SDLC, Node.js, Venture Financing, Crowdsourcing, Virtualization, CMDB, ITIL v3 Foundations..., CRM, MongoDB, NoSQL, Big Data, DevOps, Online Marketplace, Business Valuation, Application Lifecycle..., Start-ups
Education
Isenberg School of Management, UMass Amherst 1991 — 1995
Bachelor of Science (B.S.)
Independence Care System August 2013 - Present
Cozy Home Preschool January 2005 - January 2012
Franklin Templeton Investments January 2003 - January 2005
Franklin Templeton Investments 2003 - 2005
Franklin Templeton Investments 2003 - 2005
AstraZeneca Pharmaceuticals January 2000 - January 2003
AstraZeneca 2000 - 2003
Guardian Life Insurance January 1997 - January 2000
The Guardian Life Insurance Company of America 1991 - 2000
Guardian Life Insurance January 1991 - January 1997
Skills
Event Planning, Administrative..., Office Management, Travel Arrangements, Outlook, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint
Education
Eckerd College
Liberal Arts/Human DevelopmentOngoing
Christopher Columbus H.S
Diploma, General/Business
Eckerd College
Human Development, Family Studies, and Related Services
Pasco-Hernando State College
Pasco-Hernando State College
Self Employed March 1996 - Present
Guardian Life Insurance November 2008 - January 2015
United Bank Card November 2006 - November 2007
AT&T April 1979 - March 2004
Skills
Windows 10, Windows 8.1, Internet Explorer 10..., Technical Support, Windows 7, Computer Hardware, Networking, Windows, Windows XP, Troubleshooting, Unix, Customer Service, Software Documentation, Lotus Notes, Vendor Management, Call Center, Call Centers, Sales, Hardware, Management, IIS, Browsers, HTML, Web Design, Web Servers, XP, Blackberry Enterprise..., Windows 8, WEBSite evaluation, WEB Server...
Education
Northampton Community College 2002 — 2003
SDET, Electronics Technology
Northampton Community College 1996 — 1997
SDNA, Network Administration
Fairleigh Dickinson University-Florham Campus 1983 — 1985
MBA candidate, Personnel Administration, minor in Data Systems
Rutgers University-New Brunswick 1974 — 1977
EdM, Technical Education
Penn State University 1973 — 1974
Teaching Cert, Technical Education
Delaware Valley University 1969 — 1973
BS, Ornamental Horticulture
Guardian Life Insurance April 2015 - Present
Guardian Life June 2008 - April 2015
Millennium Partners February 2007 - June 2008
Bear Stearns & Co. Inc. October 1991 - February 2007
Skills
Fixed Income, Convertible Arbitrage, Hedge Funds, High Yield, Bonds, Portfolio Management, Relative Value, Bloomberg, Credit Derivatives, Equities, Trading, Asset Managment, Alternative Investments, CDS, Investments, Derivatives, Capital Markets, Series 7, Options, Investment Management, Credit, Loans, Valuation, Bloomberg Terminal, Credit Analysis, Fixed Income Analysis, Credit Risk, Trading Strategies, Series 63, Asset Allocation, Asset Management
Education
Fordham Gabelli School of Business 1993 — 1996
M.B.A., Finance
Skidmore College 1987 — 1991
B.S., Business / English
The Guardian Life Insurance Company of America February 2014 - Present
The Guardian Life Insurance Company of America October 2010 - February 2014
Smith Benefits February 2003 - October 2010
Guardian Life Insurance April 1995 - February 2003
Skills
Sales Management, Health Insurance, Employee Benefits, Insurance, Disability Insurance, Account Management, Benefits Administration, Brokers, Fixed Annuities, Health Savings Accounts, Healthcare, Life Insurance, Long-term Care, Managed Care, Medicare, Term Life Insurance, COBRA, 401k, Health Care Reform, Critical Illness
Education
Covenant College 1986 — 1990
King University 1986 — 1990
Chattanooga Christian School 1983 — 1986
Memphis Preparatory High School 1981 — 1983
National Association of Women Lawyers July 2014 - Present
Prudential Financial 2008 - April 2014
Guardian Life Insurance 1999 - 2008
Park Avenue Securities 1999 - 2008
Gruntal & Co., LLC 1997 - 1999
US Securities & Exchange Commission September 1992 - December 1996
Skills
Securities Regulation, Financial Services, Securities, FINRA, Hedge Funds, Capital Markets, Corporate Governance, Investment Advisory, Mutual Funds, Corporate Law, Broker-Dealer, Legal Compliance, Legal Research, Litigation, Insurance, Investments, Insurance Law, Due Diligence, ERISA, Mediation, Joint Ventures, Financial Regulation, Mergers & Acquisitions, Equities, FCPA, Licensing, Privacy Law, Series 7, Litigation Management, Employment Law, Series 24, OFAC, Arbitration, Alternative Investments, Risk Management, AML, Commercial Litigation, Private Equity, Asset Management, SEC
Education
Cornell University
The George Washington University Law School
JD
MBJewelry LLC September 2014 - Present
MB Jewelry LLC September 2014 - Present
Guardian Life Insurance March 1997 - September 1999
Prudential Insurance June 1994 - November 1996
MC Designs April 1980 - June 1994
Skills
Social Media, Social Media Marketing, Public Relations, Event Management, Marketing Strategy, Advertising, Marketing, Social Networking, Event Planning, Sales, Blogging, Entrepreneurship
Education
Alliance Francais/NYU 2007 — 2012
French/global studies
Fashion Institute of Technology 1988 — 1991
BA, Jewelry design
Lawrence High School 1970 — 1976
High School
PwC Consulting August 2011 - Present
The Owens Group November 2010 - August 2011
Wacker Drive Financial, LLC June 2010 - November 2010
Guardian Life Insurance June 2009 - June 2010
RBC Royal Bank May 2008 - August 2008
Skills
Strategy, Investments, Business Analysis, Consulting, Data Analysis, Entrepreneurship, Portfolio Management, Competitive Analysis, Leadership, Financial Services, Management
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Science, Finance, Entrepreneurship
Guardian Life Insurance July 2007 - May 2010
Bank of America June 1993 - December 2005
Skills
Wealth Management, Asset Allocation, Investments
Education
AV tech Institue
D'Amore-McKim School of Business at Northeastern University
MBA, Finance
Friends Seminary
Mount Holyoke College
BA, Biology
GTA May 2014 - Present
TradingScreen February 2012 - March 2014
The New York Botanical Garden January 2012 - June 2012
Pfizer 2011 - 2012
Clearpoint Funding October 2011 - November 2011
Metropolis Magazine (Bellerophon Publications) September 2010 - September 2011
VoodooVox July 2009 - August 2010
Guardian Life Insurance December 2008 - July 2009
Lazard Freres & Co. April 2008 - November 2008
Citi Group October 2004 - October 2007
Skills
Human Resources, Recruiting, Onboarding, Talent Management, Talent Acquisition, Employee Benefits, Employee Relations, Project Management, HRIS, Salesforce.com, Finance, Spanish, Organizational Structure, MS Office Suite, Workday, Management, Interviews, Performance Management
Education
Fordham University 2010 — 2012
Master's Degree, Human Resource and Education
Fordham University 2002 — 2005
Bachelor's Degree, Organizational Leadership
NYU School of Professional Studies
Certificate in Purchasing & Materials Management
Dominion Enterprises November 2014 - Present
Flatiron Media November 2012 - October 2014
Beliefnet March 2012 - October 2012
Beliefnet August 2011 - March 2012
Dominion Enterprises September 2010 - August 2011
Dominion Enterprises May 2006 - September 2010
Guardian Life Insurance September 2005 - September 2006
Skills
Intermediate Spanish, Negotiation, Problem Solving, Time Management, B2B, Online Marketing, Email Marketing, Online Advertising, Account Management, Consultative Selling, Advertising, Customer Relations, Conflict Resolution, New Business Development, Social Networking, Salesforce.com, SugarCRM, Sales Logix, Microsoft Office, Customer Service, Marketing, Lead Generation, SEO, Selling, Sales Management, Brand Development, Leadership, Sales, Social Media Marketing, Mobile Marketing, Training, Digital Marketing, Online Lead Generation, Affiliate Marketing, Advertising Sales, Media Buying, SEM, Direct Marketing, Display Advertising, Web Marketing, Mobile Advertising, Ad Networks, Digital Strategy, Interactive Marketing, PPC
Education
Old Dominion University - College of Business and Public Administration 2002 — 2004
Bachelor of Science in Business Administration, Marketing
University of West Florida - College of Business 2000 — 2002
Marketing
East Carolina University 1999 — 1999
Bachelor of Science in Business Administration (B.S.B.A.), Marketing
MORe Consulting 2013 - Present
NYPAY Payments–Innovations & Trends 2010 - Present
Terminally ill parent (now deseased) 2012 - 2013
DocMatcher.com 2010 - 2011
Citi 2006 - February 2010
Citi Australia Cards and Consumer Lending 2008 - 2010
Citi ThankYou Network 2006 - 2008
MORe Consulting 2002 - May 2006
Guardian Life Insurance 2000 - 2002
Chase January 2000 - January 2000
Skills
Digital Marketing, Program Management, Product Development, Product Management, E-commerce, Strategic Planning, CRM, Product Marketing, Direct Marketing, Loyalty Marketing, User Experience, Brand Management, Social Media, Marketing, Business Development, Lead Generation, Strategy, Business Strategy, Project Management, Change Management, Business Planning, Business Analysis, Data Analysis, Financial Analysis, Market Research, Field Marketing, Multicultural Marketing, Management, Cross-functional Team..., Relationship Management, Negotiation, Vendor Management, B2C, B2B, Credit Cards, Retail Banking, Private Banking, Insurance, Software Industry, Start-ups, Management Consulting
Education
Fordham University
BA, Economics
New York University
Certificate, Data Analytics, Interpretation and Reporting
Citibank February 2010 - Present
Bank of New York Mellon May 2008 - November 2009
TIAA-CREF March 2006 - March 2008
Guardian Life Insurance September 2004 - March 2006
Headstrong October 1997 - September 2004
Skills
Integration, Siebel, CRM, SDLC, EAI, Oracle, Business Analysis, Requirements Analysis, Solution Architecture, Business Intelligence, Business Process, Data Warehousing, Enterprise Architecture, IT Strategy, Requirements Gathering, SOA, Software Project..., Data Migration, Data Modeling
Education
De La Salle University 1992 — 1997
BSCS - CT
LaGuardia Community College, CUNY October 2011 - Present
10,000 Small Businesses January 2010 - Present
LaGuardia Community College- The City College of New York January 2010 - October 2011
Zicklin School of Business, Baruch College August 2009 - January 2010
The Princeton Review April 1998 - December 2009
Guardian Life Insurance November 2008 - December 2008
New York Business Solutions November 2007 - November 2008
TransitCenter, Inc. June 2007 - July 2007
Bank of America March 2007 - April 2007
TheLadders.com February 2006 - January 2007
Skills
Process Improvement, Customer Service, Business Process Mapping, Teaching, Program Management, Curriculum Design, Public Speaking, Program Development, Event Planning, Project Management, Research, Staff Development, Non-profits, Leadership Development, Social Media
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Management
Dickinson College 1993 — 1997
BS, Biology & Womens Studies
Christian Broadcasting Network September 2009 - Present
Guardian Life Insurance May 2007 - September 2009
InfoNXX September 2003 - April 2007
Bell and Howell 1990 - 2000
Skills
Call Center, Vendor Management, Program Management, Team Building, Management, Agile Methodologies, Project Management, Leadership, Product Management, Integration, Telecommunications, Team Leadership, IT Strategy, ITIL, Call Centers, Business Analysis, Process Improvement, Business Intelligence, SDLC, Data Center, Software Development, CRM, IT Management, Outsourcing, PMP, Security, Change Management, Business Process..., PMO, Project Planning, Analysis, Software Project..., Project Portfolio..., Business Process, Visio, Cross-functional Team..., IT Service Management, SharePoint, Enterprise Architecture, Agile Project Management
Education
Indiana University of Pennsylvania 1985 — 1990
BS
Israel Discount Bank - IDB Capital Corp December 2009 - Present
VectorGlobal Wealth Management Group October 2007 - December 2009
Guardian Life Insurance January 2006 - October 2007
Genworth Financial 2002 - 2006
GE 2002 - 2006
Cigna 1998 - 2001
Skills
Series 7, Series 63, Capital Markets, Fixed Income, Equities, Banking, Securities, Bloomberg, Financial Analysis, Investments, Portfolio Management, Investment Banking, Trading, Derivatives, Bonds
Education
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1998
BA, Finance
University of Massachusetts, Amherst 1995 — 1998
BA, Finance
CVS Health August 2014 - Present
CVS Caremark Corporation August 2013 - August 2014
CVS Caremark Corporation March 2009 - August 2013
CVS/Caremark September 2006 - March 2009
Guardian Life Insurance September 2001 - September 2006
Bankers Life and Casualty January 1998 - September 2001
Farmers Insurance January 1997 - January 1998
Aon January 1996 - December 1997
Skills
Access, Analysis, Microsoft Excel, Insurance, Microsoft Word, PeopleSoft, Data Analysis, Forecasting, PowerPoint, Financial Analysis, Financial Modeling, Monarch, Financial Reporting, Visio, Pricing, Process Improvement, Employee Benefits, Accounting, Outlook, Medicare, Microsoft Access, CATS System, QMF, SQL, TSO, Minitab, Lotus 123, Managed Care, Sarbanes-Oxley, Finance, Business Analysis, SAS, Risk Management, Oracle, Strategic Financial..., Health Insurance, Essbase, Actuarial Exams, RxNavigator, Microsoft Power Point, SAS (Statistical..., SmartTerm, Oracle SQL, SQL*Plus, Toad 9.0, Accounts Receivable, Variance Analysis, Auditing
Education
DePaul University 1993 — 1996
Masters, Actuarial Science
University of Illinois at Chicago 1985 — 1991
BS, Mathematics
Guardian Life Insurance May 2006 - December 2010
Safeguard Dental & Vision March 2003 - May 2006
Skills
Disability Insurance, Employee Benefits, Term Life Insurance, Strategic Planning, Benefits Administration, Insurance, Health Insurance, Life Insurance, Health Savings Accounts, Customer Retention, Medicare, Sales Management, Long-term Care, Managed Care, COBRA, Health Care Reform, Open Enrollment, Sales
Education
Florida Atlantic University
State Street March 2008 - Present
Genzyme October 2007 - March 2008
Guardian Life Insurance June 2000 - July 2007
Greenwich Technology Partners 1999 - 2000
Education
Glasgow Caledonian University 1990 — 1994
BSc, Electronic Engineering
ABM Industries October 2014 - Present
New York University August 2012 - October 2014
Guardian Life Insurance November 2009 - November 2011
The New York Times Company 1997 - 2009
Prudential Insurance 1994 - 1997
Canadian Imperial Bank of Commerce 1989 - 1994
Irving Trust Company 1979 - 1989
Skills
Incentive Programs, Employee Benefits, Compensation, Executive Compensation, Benefits, Job Evaluation, Executive Pay, HRIS, Benefits Administration, Deferred Compensation, Workforce Planning, Performance Management, Succession Planning, Talent Management, Performance Improvement, Compensation Structures, Labor Relations, PeopleSoft, Personnel Management, Benefits Design, Organizational Design, Employee Engagement, Onboarding, Compensation & Benefits..., Sales Compensation, FMLA, Compensation & Benefit, Organizational..., Career Development
Education
Fairleigh Dickinson University 1977 — 1979
MBA, Mangement
William Paterson University of New Jersey 1969 — 1973
Medtronic December 2013 - Present
Covidien March 2009 - Present
Capital Fulfillment Group January 2008 - December 2008
Guardian Life Insurance November 2004 - December 2007
PIAB USA, Inc. 1993 - 1998
Sprague Air Controls 1988 - 1993
Skills
Account Management, Project Management, Packaging Graphics, Process Improvement, Product Development, Training, Sales, Budgets, Marketing, Project Planning, Medical Devices, Cross-functional Team..., Packaging, Product Marketing, Six Sigma, Advertising, Sales Operations, Product Launch, Management
Education
Emmanuel College
BS/BA, Business Administration
Northeastern University
Beacon Wealth Management Group, LP June 2000 - Present
Guardian Life Insurance April 1996 - March 2000
Skills
Estate Planning, Strategic Financial..., Investments, Financial Advisory, Investment Strategies
Education
Duquesne University 1991 — 1995
B.A., Marketing & Finance
Seton Hall Prepartory 1987 — 1991
Bank of America Merrill Lynch 2009 - Present
Bank of America 2009 - Present
Merrill Lynch & Co. April 2006 - Present
Guardian Life Insurance 2003 - 2005
Vercuity (TSL) 2001 - 2002
AT&T June 1996 - May 2001
Education
Fairleigh Dickinson University 1996 — 2001
LiquidAgents Healthcare May 2015 - Present
Ensight Energy Group, Inc. May 2008 - May 2015
Martin Fletcher November 2007 - May 2008
CHG Healthcare Services March 2003 - November 2007
Guardian Life Insurance January 2000 - December 2002
Skills
Team Building, Sales, Customer Service, Contract Negotiation, Recruiting, Leadership, Cold Calling, Management, Negotiation, Marketing, Coaching, Sales Management, New Business Development, Sourcing, Team Leadership, Account Management, Talent Acquisition, Hiring, Training, Leadership Development, Outlook, Energy, Human Resources, Public Speaking, Strategic Planning, Performance Management, Employee Relations, New Hire Orientations
Education
College of the Canyons
Guardian Life Insurance October 2005 - Present
TIAA-CREF December 1994 - April 2005
Skills
Accounting, GAAP, Financial Reporting, Financial Analysis, Internal Controls, Account Reconciliation, Sarbanes-Oxley Act, Strategic Financial...
Education
Iona College 1983 — 1987
B.B.A, Finance
CFBTA, Lilly Pulitzer, Greenberg Capital & DiSabatino Landscaping February 2010 - Present
Guardian Life Insurance November 2008 - February 2010
Dewey & LeBoeuf LLP June 2007 - August 2008
New York Mercantile Exchange 2005 - 2007
Skills
Crisis Communications, Corporate Communications, Internal Communications, Media Relations, Press Releases, Strategic Communications, Communication Training, Public Relations, Editing, Newsletters, Social Media, Crisis Management, Communications Planning, Marketing Communications, Intranet, Reputation Management, Marketing, Web Content
Education
Columbia University in the City of New York 2008 — 2011
Graduate, Strategic Communications
Ohio University 1997 — 2001
Bachelor of Science, Broadcast Journalism
Delaware Valley High School 1993 — 1997
LINQ Financial Group December 1998 - Present
MassMutual Financial Group 2007 - Present
Apollo Bank 2010 - Present
Comcast February 2006 - June 2014
Guardian Life Insurance May 1996 - November 1998
New York Mets June 1994 - January 1995
Skills
Strategic Financial..., Alternative Investments, Life Insurance, Securities, Competitive Analysis, Investments, Savings, Insurance, Employee Benefits, Baseball, Fixed Annuities, Deferred Compensation, Organizational..., Wealth, Leadership, Retirement, Sales, Small Business, Financial Advisory, Retirement Planning, Financial Planning, Disability Insurance, Finance, Financial Services, Management, Mutual Funds, Estate Planning, Long-term Care, Wealth Management, Strategic Planning, Series 7, Health Insurance, 401k, Financial Analysis
Education
Harvard University 1995 — 1996
Masters, Psychology
University of Miami 1991 — 1994
BBA, Management
University of Miami - School of Business 1991 — 1994
BBA, Buss Mgt
Guardian Group February 2008 - Present
Guardian Life Insurance October 2000 - January 2008
Guardian Life Insurance Company 2001 - 2008
Phoenix Home Life 1986 - 2000
Met Life 1984 - 1986
Skills
Sales, Insurance, New Business Development, Leadership, Selling, Sales Management, Marketing, Management, Underwriting, Account Management, Strategy, Employee Benefits, Negotiation, Disability Insurance, Strategic Planning, Team Building, Direct Sales, Business Development, Cold Calling, Marketing Strategy, CRM, Contract Negotiation
Education
University of Georgia - Terry College of Business 1981 — 1984
Risk Mgt and Insurance
Columbus State University 1979 — 1980
Business
Carver High 1976 — 1979
High School
MCCS June 2005 - Present
Guardian Life Insurance 1999 - 1999
TCS 1993 - 1997
Education
University of Mary Washington 2007 — 2009
MBA
Indian Institute of Technology, Bombay 1991 — 1993
M.Tech, Chemical Engineering Science
National Institute of Technology Durgapur 1987 — 1991
B.E.(Hons), Chemical Engineering
Guardian Life Insurance July 2004 - Present
Nippon Life Benefits August 1999 - July 2004
The MONY Group 1986 - 1999
Unisys 1982 - 1986
Skills
GAAP, Financial Reporting, Auditing, Financial Modeling, Statutory Accounting, Financial Analysis, Internal Audit, US GAAP, CPA, Variance Analysis, Accounting, Finance, Financial Statements, Forecasting, Sarbanes-Oxley Act, SEC filings, Strategic Financial..., Tax, Enterprise Risk..., Internal Controls, Sarbanes-Oxley, Employee Benefits, Insurance, Mutual Funds, Hyperion Enterprise, Financial Risk, External Audit, Essbase, Account Reconciliation, General Ledger, Financial Accounting, Risk Management, Financial Services, PeopleSoft, Investments, Valuation, Accounts Payable, Asset Management, Reinsurance, Analysis, Business Process..., Life Insurance, Underwriting, Access, Banking, Process Improvement, Fixed Income, Health Insurance, Business Analysis, Pensions
Education
Fordham Gabelli School of Business 1987 — 1989
MBA, Finance
Manhattan College 1973 — 1977
BS, Accounting
Guardian Life Insurance November 2007 - September 2015
CGI Spend Management Practice 2005 - 2007
Skills
Strategic Sourcing, Spend Analysis, E-procurement, Procurement, eSourcing, Vendor Management, RFP, Outsourcing, Sourcing, Supply Management, Process Improvement, Management Consulting, Business Process..., Negotiation, Cross-functional Team..., Business Transformation, Strategy, Program Management, Contract Negotiation, Business Strategy, Management, Leadership
Education
Cornell University - S.C. Johnson Graduate School of Management 1993 — 1995
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BA, Political Science and Government
Hornor Townsend & Kent May 2014 - Present
Guardian Life Insurance September 2009 - May 2014
Park Avenue Securities/Guardian Life Insurance September 2009 - May 2014
Barclays Capital September 2008 - September 2009
Lehman Brothers May 2005 - September 2008
Tradition-Asiel Securities, Inc. November 2000 - May 2005
Weiser LLP / Lopez Edwards Frank & Co.,LLP January 1998 - November 2000
Skills
Auditing, Financial Reporting, Accounting, Equities, Series 7, Financial Accounting, Bookkeeping, Financial Statements, Financial Audits, Account Reconciliation, Variance Analysis, General Ledger, GAAP, US GAAP, Sarbanes-Oxley Act, Finance, Internal Controls, Financial Analysis, Cash Flow, Financial Modeling, Private Equity, Strategic Financial..., Asset Management, Internal Audit, SEC filings, Managerial Finance, Tax, Essbase, CPA, Mergers & Acquisitions, Financial Risk, Due Diligence, Valuation, Risk Management, Corporate Finance
Education
Hofstra University 1996 — 1998
BBA Accounting, Accounting / Finance
Morningstar 2013 - Present
Federal Reserve Bank of New York March 2010 - June 2012
Federal Reserve Bank of New York June 2012 - 2012
Hypo Real Estate Bank International December 2004 - September 2008
GMAC Commercial Mortgage January 2003 - November 2004
Guardian Life Insurance 1987 - 2001
Skills
Portfolio Management, Debt, Loans, Financial Analysis, Economics, Valuation, Asset Managment, Financial Modeling, Due Diligence, Credit, Banking, Fixed Income, Equities, Credit Risk, Investments, Performance Metrics, Portfolio Benchmarking, CMBS, Asset-backed..., Revolving Lines of..., Management, Risk Management, Career Development
Education
New York University - Leonard N. Stern School of Business 1982 — 1986
MBA
University of Tennessee-Knoxville - College of Business Administration
BS
ParMed Pharmaceuticals November 2012 - Present
Royal Financial Group June 2012 - Present
MassMutual Financial Group January 2009 - May 2012
Saperston Asset Management April 2006 - December 2008
Guardian Life Insurance July 2005 - March 2006
Morgan Stanley 1999 - 2005
Gruntal & Co April 1998 - April 1999
Skills
Securities, Insurance, Series 7, Retirement Planning, Investments, Asset Management, Annuities, Financial Planning, Mutual Funds, Portfolio Management, Wealth Accumulation, Term Life Insurance, IRA's, Equities, Bonds, Asset Allocation, IRAs, Strategic Financial..., Financial Planners, Financial Services, Fixed Annuities, Investment Management, Retirement, Sales, Small Business, Life Insurance, Employee Benefits, Series 63, Disability Insurance, Estate Planning, Finance, Series 65, Analysis, 401k, Investment Strategies, Investment Advisory, Asset Managment, Wealth Management, Alternative Investments, Financial Advisory, Long-term Care, ETFs, Health Insurance, Financial Risk, Mortgage Lending
Education
DePaul University 1993 — 1997
BSC, Finance - Major; Management - Minor
Lake Shore Central HS
Guardian Life Insurance September 1989 - Present
Skills
Long Term Care, Disability Insurance, Insurance, Health Insurance, Employee Benefits, Voluntary Products, Worksite Products, Dental Insurance, Wholesale Sales, 401k, Accident, Account Management, Benefits Administration, Brokers, COBRA, Commercial Insurance, Critical Illness, Customer Retention, Estate Planning, Fixed Annuities, Group Insurance, Group Medical, Health Savings Accounts, Life Insurance, Long Term Care Insurance, Long-term Care, Managed Care, Medicare, Property, Retirement, Retirement Planning, Sales, Selling, Term Life Insurance, Underwriting, Universal Life, Voluntary Employee..., Whole Life, Wholesale, Accident Insurance
Education
University of North Carolina at Charlotte 1987 — 1989
Business, Finance
Illinois State University 1985 — 1986
Glenbard West High School 1981 — 1985
Ivy Tech Community College September 2011 - Present
Ivy Tech Community College October 2006 - September 2011
Ivy Tech Community College August 1995 - October 2006
Guardian Life Insurance June 2000 - July 2002
Education
Ivy Tech Community College 2000 — 2003
AAS, Office Admin
Koontz Insurance Consulting Group April 2015 - Present
Guardian Life Insurance July 1990 - April 2015
Skills
Disability Insurance, Insurance, Life Insurance, Health Insurance, Term Life Insurance, Employee Benefits, Long-term Care, Brokers, Underwriting, Fixed Annuities, Health Savings Accounts, Sales, Group Insurance, Critical Illness, Voluntary Employee..., Accident, Accident Insurance, 401k, Whole Life, Strategic Planning, Account Management, Leadership, Benefits Administration, Risk Management, Customer Service
Education
Florida State University 1985 — 1989
BS, Marketing
Florida State University - College of Business 1985 — 1989
BS, Marketing
The American College
CLU, ChFC, REBC, RHU, Insurance
Countryside H.S.
Guardian Life Insurance June 2005 - Present
Education
Indiana University Bloomington 2001 — 2005
Marketing
Guardian Life Insurance 2008 - Present
Morgan Stanley Investment Management 2005 - 2008
Skills
Fixed Income, Mutual Funds, Capital Markets, Portfolio Management, Investments, Series 63, Bloomberg, Asset Management, Bonds, Derivatives, Financial Services, Financial Modeling, Risk Management, Investment Management, Structured Finance, Credit Derivatives, Investment Strategies, Asset Allocation
Education
Fordham Gabelli School of Business
Master of Business Administration (M.B.A.), Finance, General
Fordham University
Master of Business Administration (M.B.A.), Finance, General
Guardian Life Insurance 2012 - Present
The Guardian Life Insurance Company of America April 2011 - Present
Guardian Life Insurance Company of America 2007 - April 2011
Lehman Brothers 2006 - 2006
Skills
Financial Risk, Business Analysis, GLBA, Access, Vendor Management, Risk Management, IT Audit, Disaster Recovery, Sarbanes-Oxley Act, Information Security, Finance, Management, Financial Services, Business Continuity, SDLC, IT Management, Security, Testing, Information Technology, Information Security..., PMO, Process Improvement, IT Strategy, Governance, Visio, Enterprise Architecture, Business Process..., Project Management, Insurance, Internal Controls, Financial Analysis, Enterprise Risk..., Variable Life, IT Operations
Education
Hofstra University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Rider University
Master of Business Administration (MBA), Strategic Planning
Guardian Life Insurance 2007 - Present
WestAM 2005 - 2007
Alignment Capital Group 2003 - 2005
Education
Florida State University 2001 — 2003
M.S., Financial Math
Indiana University - Kelley School of Business 1999 — 2001
M.B.A., Finance and Information Systems
Tianjin University 1988 — 1992
B.E., Civil Engineering
New York Life Insurance Company 2015 - Present
JPMorgan Chase May 2014 - 2015
Guardian Life Insurance 2007 - 2014
United States Tennis Association July 1999 - February 2002
Skills
Vendor Management, Social Media, Strategic Planning, Management, Event Planning, Public Speaking, Marketing, Microsoft Office, Customer Service, Insurance, Account Management, Leadership, Lotus Notes, Project Management, Editing, Outlook, Event Management, Time Management, Training, Fundraising, Social Networking, Team Leadership, Sales, Nonprofits, Recruiting, Organizational..., Office Management, Human Resources
Education
Georgia Southern University 1996 — 1999
BS
UnitedHealthcare October 2007 - Present
TIAA-CREF 2004 - 2006
Guardian Life Insurance 1999 - 2001
AXA Equitable 1988 - 1998
Education
Fordham Gabelli School of Business 1985 — 1987
Finance
University of North Carolina at Chapel Hill
B.S., Economics
CA Technologies March 2015 - Present
Computer Associates January 2001 - March 2015
Guardian Life Insurance August 1995 - January 2001
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Travel Planning, Organization Skills, SaaS, Strategic Partnerships, Enterprise Software, Salesforce.com
Education
Farmingdale State College 1992 — 1993
Guardian Life October 2013 - Present
The Guardian Life Insurance Company of America August 1988 - Present
Guardian Life Insurance March 2005 - January 2012
Guardian Life Insurance Company of America January 1988 - August 2007
The Guardian Life Insurance Company of America July 2001 - March 2005
The Guardian Life Insurance Company of America October 1998 - July 2001
The Guardian Life Insurance Company of America August 1988 - October 1998
Union National Bank & Tr. Company April 1985 - August 1988
Skills
User Acceptance Testing, Test Cases, Test Planning, Mainframe, TSO, SDLC, Business Requirements, Production Support, System Testing, Testing, Business Analysis, Requirements Gathering, Project Management, Quality Assurance, Insurance, Life Insurance, Management, Requirements Analysis, Leadership, Risk Management, Vendor Management, Process Improvement, Financial Services
Education
DeSales University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Souderton Area High School 1981 — 1985
Guardian Life Insurance January 2005 - Present
Skills
Internal Audit, Financial Reporting, Managerial Finance, Sarbanes-Oxley Act, Auditing, CPA, Internal Controls, Accounting, Financial Analysis, Process Improvement, Insurance, Risk Management, Business Process..., Analysis, Finance, Business Analysis
Education
DeSales University 2004 — 2007
MBA, Management
East Stroudsburg University of Pennsylvania 1992 — 1994
B.S, Accounting
AXA US 2000 - Present
Guardian Life Insurance 1999 - 2000
American Stock Exchange 1997 - 1999
Kemper Insurance 1995 - 1997
JP Morgan 1994 - 1995
Continental Insurance 1990 - 1994
Skills
Performance Management, Succession Planning, Financial Services, Insurance, Change Management, Retirement Planning, 401k, Mutual Funds, Asset Managment, Project Management, Risk Management, Strategic HR, Workforce Planning, Employee Relations, Human Resources, Onboarding, Vendor Management, Fixed Annuities, HRIS, Deferred Compensation, Employee Benefits, Recruiting, Employee Engagement, Talent Management, Organizational..., Management, Temporary Placement, Career Development, Talent Acquisition, Benefits Administration
Education
Fordham University - Graduate School of Business Administration
MBA, Management Systems
The College of New Jersey
BS, Business Administration - Mgmt
TIAA-CREF 2005 - Present
Mellon Financial 2002 - 2005
Bear Stearns 2001 - 2002
AXA Equitable 1998 - 2001
AXA Equitable 1995 - 1998
Guardian Life Insurance 1992 - 1995
Skills
Product Marketing, Internal Marketing, Financial Services, Marketing Communications, Marketing Strategy, Wealth Management, Life Insurance, Variable Annuities, Fixed Annuities, Mutual Funds, Product Management, Brainshark, Strategy Execution, Tactical Sales Planning, Personal Financial..., Sales Presentations, Project Management
Education
William Paterson University of New Jersey 1996 — 2000
MBA
Hofstra University 1988 — 1992
BBA
Guardian Life Insurance August 2007 - Present
Guardian Life Insurance August 2007 - Present
P.F. Chang's China Bistro April 2004 - July 2007
Education
Johnson County Community College 2008 — 2010
Associates, Elementary Education
Wichita State University 2000 — 2004
General Education
Viacom February 2014 - Present
Viacom April 2010 - February 2014
Guardian Life Insurance April 2008 - April 2010
Guardian Life Insurance August 2004 - March 2008
Skills
Visio, Project Management, SDLC, Business Process..., Business Analysis, Vendor Management, Analytics, Risk Management, Business Intelligence, Leadership, Program Management, Requirements Analysis
Education
Fordham University 2000 — 2004
BA, Economics
Guardian Life Insurance Underwriting Manager - National AccountsCIGNA Group Insurance2004 - 2007
Assurant Employee Benefits 1982 - 2004
Education
Rockhurst University 1987 — 1990
MBA, Finance
Franklin & Marshall College
BA, Political Science
The Guardian Life Insurance Company of America March 2012 - Present
Guardian Life Insurance Company of America 2010 - March 2012
Guardian Life Insurance November 2008 - March 2010
KPMG 2006 - 2008
Dun & Bradstreet 2002 - 2006
PSE&G 1996 - 2002
PSE&G 1996 - 1999
Trellis Network Services 1995 - 1996
Bankers Trust 1988 - 1995
Rediform Office Products 1985 - 1988
Skills
Security, Program Management, Project Portfolio..., Offshore Project..., Operations Management, Security Management, Identity Management, Management Consulting, Information Security..., Vendor Management, Public Speaking, Organizational..., Organizational..., Partner Relationship..., Cross-functional Team..., Outsourcing Management, IT Strategy, Enterprise Architecture, Governance, Partner Management, Project Management, Risk Management, SDLC, ITIL, Solution Architecture, IT Management, Business Continuity, SharePoint, Consulting, Outsourcing, Business Process, Data Center, Infrastructure, Enterprise Software, Firewalls, PMO, Disaster Recovery, Servers, Information Technology, PMP, Software Development, Computer Security, IT Service Management, Management, Cisco Technologies, Information Security, Networking
Education
University of Phoenix 2002 — 2004
MBA, Business
Computer Learning Center
Certificate, Mainframe Operations
Felician College
BA, Management
Norfolk State University
Computer Science
Guardian Life Insurance November 2001 - Present
Skills
Insurance, Disability Insurance, Health Insurance, Life Insurance, Strategic Financial..., Risk Management
Education
DeSales University
Arthur J. Gallagher & Co. July 2015 - Present
Barkley Insurance & Risk Management November 2011 - June 2015
Aflac February 2010 - November 2011
K M A, Inc. July 2009 - October 2009
Wells Fargo Insurance Services 2008 - 2009
Home January 2001 - December 2007
Aon 1989 - 2001
DSI Insurance Services 1988 - 1989
Marsh 1987 - 1988
Guardian Life Insurance 1986 - 1987
Skills
Property & Casualty..., Insurance, Underwriting, Professional Liability, Commercial Insurance, Direct Sales, Disability Insurance, General Insurance, Workers Compensation, Employee Benefits, Legal Liability, Sales, Brokers, Liability, Casualty, Management, Casualty Insurance
Education
San Jose State University 1984 — 1986
BA, Economics
Foothill College 1983 — 1985
University of Utah 1981 — 1983
Guardian Life October 2011 - Present
Guardian Life 2007 - 2011
Guardian Life Insurance 2006 - 2007
Guardian Life Insurance 2001 - 2006
Skills
Risk Management, SDLC, Visio, PMO, Business Process..., Business Analysis, Vendor Management, Business Process, Governance, Process Improvement, Insurance, PMP, IT Strategy, Requirements Gathering, Program Management, Business Requirements, Project Portfolio...
Education
Rutgers University-New Brunswick 2007 — 2007
Project Management Critical Skills Certification, Project Management
Kean University 1978 — 1982
BS, Accounting
Guardian Life Insurance August 2006 - Present
Merrll lynch March 2000 - August 2005
Comdisco July 1996 - February 2000
Skills
Vendor Management, Insurance, Process Improvement, Business Analysis, Risk Management, Project Management, SDLC, Financial Services, Change Management, Strategic Financial..., Customer Service, Microsoft Excel, Employee Benefits, Strategic Planning, Six Sigma
Education
New York University 1986 — 1992
Bachelor's degree, Computer Science
CUNY New York City College of Technology 1968 — 1971
Hotel/Motel Administration/Management
Guardian Life Insurance 2005 - 2008
Fairleigh Dickinson University 2003 - 2003
Prudential Financial 2001 - 2002
MetLife Trust Company, N.A. 1998 - 2001
MetLife Financial Services 1995 - 1998
MetLife Financial Services 1993 - 1995
MetLife September 1987 - May 1993
E.F. Hutton & Co., Inc. 1981 - 1987
Education
Fordham Gabelli School of Business
MBA, Marketing
St. Peter's University
BS, Management
Guardian Life Insurance October 2000 - Present
PDC Pool & Spa World April 1998 - October 2000
Jack & Jill Ice Cream September 1996 - April 1998
Skills
Training, Customer Service, Team Building, Coaching, Process Improvement, Microsoft Office, Fixed Annuities, Sales, Series 6, Disability Insurance, Insurance, Life Insurance, Management, Mutual Funds, Retirement Planning, Risk Management
Education
Edinboro University of Pennsylvania 1986 — 1989
Bachelor of Science (B.S.), Elementary Education and Teaching
Russo Partners, LLC January 2014 - Present
Russo Partners, LLC September 2011 - December 2013
Russo Partners, LLC. January 2011 - September 2011
Russo Partners, LLC January 2010 - January 2011
Russo Partners, LLC June 2008 - December 2009
Guardian Life Insurance January 2002 - March 2006
Evergreen Asset Management January 1997 - January 2002
Sanford C. Bernstein April 1995 - September 1996
Soundview Financial April 1994 - December 1994
Prudential Securities July 1992 - April 1993
Skills
Corporate Communications, Healthcare, Molecular Biology, Biotechnology, Portfolio Management, Marketing Strategy, Equities, Oncology, Lifesciences, Public Relations, Pharmaceutical Industry, Strategy, Investor Relations, Life Sciences, Research
Education
Columbia University - Columbia Business School 1990 — 1992
MBA
Cornell University 1980 — 1986
Ph.D., Neurobiology and Behavior
Iowa State University 1978 — 1980
M.S., Zoology, Neurobiology
University of Massachusetts, Amherst 1974 — 1978
B.S., Zoology
Strategies for Wealth presidentWealth&Joy Accelerated,LLCJanuary 2004 - Present
Guardian Life Insurance May 1983 - Present
Connecticut Mutual Life September 1977 - January 1983
Education
Georgetown University 1971 — 1972
liberal arts
The Hartford March 2014 - Present
Guardian Life Insurance 2006 - March 2014
New York Life Insurance Company 2001 - 2005
Best Buy 1992 - 2000
Skills
Disability Insurance, Life Insurance, Insurance, Long-term Care, Fixed Annuities, Employee Benefits, Retirement Planning, Health Insurance, Sales Management, Sales, Account Management, New Business Development, Customer Service, Strategic Planning, Term Life Insurance, Sales Operations, Series 6, Retail, Marketing, Team Building, Brokers, Health Savings Accounts, Group Insurance, Voluntary Employee...
Education
Grand Canyon University
Bachelor of Science (BS), Applied Management
The Abreon Group 2011 - Present
Enterprise Consulting Group, Ltd. 2005 - 2011
Guardian Life Insurance 2004 - 2005
Petro Home Heating Oil and Air Conditioning 2003 - 2004
KPMG 1992 - 2001
Ernst & Young 1989 - 1992
Peat Marwick 1981 - 1989
Skills
Management Consulting, Training, Managerial Finance, Human Resources, Project Planning, E-Learning, Program Management, Business Process..., Instructional Design, Change Management, Knowledge Management, Process Improvement, Management, Financial Services, ERP, Coaching, Leadership, Outsourcing, Organizational Design, Public Speaking, Strategy, New Business Development, Software Documentation, Performance Improvement, Training Delivery, Needs Analysis, Organizational..., Organizational..., Learning Management, Captivate, Blended Learning, ADDIE
Education
Drexel University
BS Civil Engineering, Structures, Soil Mechanics
New York University - Leonard N. Stern School of Business
68/72 credits for MBA, Finance, Accounting, Operations Research
Northeastern University
MS Civil Engineering, Structures, Soil Foundations, Hydraulics
PayChoice September 2010 - Present
Jackson Hewitt December 2008 - April 2011
GOGO Worldwide Vacations December 2004 - June 2008
Guardian Life Insurance September 1998 - September 2003
Prudential Insurance September 1987 - August 1998
Skills
Training, Tax, Customer Service, Accounting, Account Reconciliation, Financial Reporting, General Ledger, Payroll, Financial Accounting, Financial Analysis, Accounts Payable, Hotels, Accounts Receivable, QuickBooks, Tax Returns, GAAP, Financial Statements, Finance
Education
Hampton University 1982 — 1986
BS, Accounting
Brendanwood Financial, LLC November 2011 - Present
Leslie Insurance and Financial Services January 2005 - Present
Guardian Life Insurance March 2009 - October 2010
North American Company for Life and Health 1996 - 1997
Skills
Insurance, Employee Benefits, Retirement, Securities, Retirement Planning, Disability Insurance, Whole Life, Long Term Care, Fixed Annuities, Annuities, Universal Life, Term Life Insurance, Estate Planning, Financial Planning, Insurance Planning, Health Insurance, Annuity, 401k, Group Benefits, Medicare Supplements, Dental, Deferred Compensation, Succession Planning, Brokers, Business Planning, Long-term Care Insurance, Long-term Care, Pensions, Long Term Care Insurance, Life Insurance, Financial Services, Small Business, Series 6, IRAs
Education
Long Island University, C.W. Post Campus 1974 — 1975
Master of Science (MS), Guidance and Counseling
Indiana University Bloomington 1969 — 1973
BS, Education
Warsaw Community H.S.
Warsaw Community H.S.
Accenture September 2011 - Present
Accenture April 2010 - October 2011
Guardian Life Insurance November 2004 - May 2009
Skills
Team Leadership, Business Analysis, Project Management, Vendor Management, Process Improvement, Strategic Planning, Program Management, Sales, Proposal Writing, BPO, Solution Architecture, Sales Process, Coaching, Management Consulting, Strategy, Customer Service, Leadership, Management, Public Speaking, Training
Education
Western New England University 2004 — 2006
MA, Teaching English
College of Our Lady of the Elms 1995 — 1998
BA, Business & English
Lincoln Financial Distributors July 2014 - Present
Congress Asset June 2013 - July 2014
Guardian Life Insurance April 2001 - April 2013
Guardian/ RS Funds 2001 - April 2013
Skills
Retirement Planning, Mutual Funds, Series 7, Series 6, Series 63, Series 24, Variable Annuities, Sales Management, Sales, Asset Allocation, Separately Managed..., Asset Management, FINRA, Fixed Annuities, Investments, Alternative Investments
Education
Colby College
Noble & Greenough
Guardian Life Insurance June 1984 - Present
Blue Cross and Blue Shield of Greater New York June 1978 - June 1984
Skills
Managerial Finance, Insurance, Strategic Financial..., Financial Modeling, Financial Analysis, Series 7, Vendor Management, Cost Accounting, Financial Risk, Financial Services, Mutual Funds, Risk Management, Finance, Investments, Underwriting, Securities, Asset Management, Retirement Planning, Enterprise Risk..., Portfolio Management, Life Insurance, Alternative Investments, Wealth Management
Education
St. John's University 1980 — 1983
Master of Business Administration (M.B.A.), Finance
Fordham University 1974 — 1978
BS, Accounting
Holy Cross High School 1970 — 1974
Dealertrack Technologies May 2015 - Present
AT&T/Cricket Wireless December 2013 - May 2015
CareerBuilder.com 2012 - 2013
Macy's September 2009 - April 2012
Spartan Technologies December 2008 - September 2009
Spherion Corporation September 2006 - December 2008
Guardian Life Insurance June 1993 - September 2006
Skills
Data Warehousing, ETL, Databases, Microsoft SQL Server, SQL, Unix, Informatica, DB2, Software Development, Visual Studio, XML, Testing, Shell Scripting, Database Administration, Datastage
Education
Hofstra University 1993 — 1999
Master's degree, Computer Science
Hofstra University 1995 — 1998
M.S., Computer Science
Guardian Life Insurance June 2001 - Present
NSDL March 1999 - March 2001
Skills
SOA, Enterprise Architecture, SDLC, Solution Architecture, Security, Application Architecture, Web Services
Education
Indian Institute of Technology, Madras 1997 — 1999
masters
Jawaharlal Nehru Technological University 1993 — 1997
B.Tech
Guardian Life Insurance VP and Head of Corporate TaxGuardian Life Insurance Co2007 - Present
Skills
Corporate Tax, Insurance, Strategic Financial..., Tax
Education
Fairfield University
Master's Degree, Financial Management, 3.75
University of Bridgeport
Bachelor's Degree, Finance, 3.2
Axxiome Group December 2014 - Present
The Execu-Search Group April 2014 - November 2014
Guardian Life Insurance August 2008 - March 2014
Wild Salmon, China Grill Management 2004 - December 2008
Tiedemann Investment Group 1996 - 2004
Citibank 1996 - 2000
Chuhak & Tecson, P.C. 1991 - 1996
Keck Mahon & Cate 1985 - 1991
Skills
Insurance, Lotus Notes, Visio, Vendor Management, Process Improvement, Outlook, Event Planning, Microsoft Office, Social Media, Customer Service, Management, SDLC, Administrative..., Team Leadership, SharePoint, Business Analysis, Analysis, Access, Program Management, Leadership, Software Documentation, Risk Management, Human Resources, Data Analysis, Project Management, PowerPoint, Team Building, Budgets
Education
Northwestern University 1982 — 1986
BA, Political Science
Indiana University South Bend 1981 — 1982
Institute of Culinary Education
Culinary Arts degree, Culinary Arts/Chef Training
United Heartland November 2009 - Present
Guardian Life Insurance May 2000 - August 2009
First Commonwealth 1996 - 2000
Forward Dental 1992 - 1996
Education
Concordia University-Wisconsin 1989 — 1992
Associate, Legal Secretary
Milwaukee Lutheran
Marsh & McLennan Companies, Inc. October 2013 - Present
LORSIV Technologies Inc January 2012 - Present
Sears Holdings Corporation December 2012 - October 2013
LORSIV Technologies 2011 - 2013
Teradata September 2011 - December 2012
Bed Bath & Beyond January 2011 - August 2011
Guardian Life Insurance October 2006 - December 2010
Consultant at Gaurdian Life Insurance October 2006 - December 2010
Skills
Teradata, ETL, Data Warehouse..., Informatica, Data Integration
Education
Jawaharlal Nehru Technological University
School name:
Vignan
MetLife January 2015 - Present
Voya Financial August 2011 - January 2015
Guardian Life Insurance March 2008 - July 2011
Skills
Microsoft Excel, Actuarial Science, Reinsurance, Risk Management, ALM, Financial Risk, Enterprise Risk..., Health Insurance
Education
Concordia University
Cigna January 2014 - Present
Self-Employed April 2013 - January 2014
Lowe's Companies, Inc. January 2012 - April 2013
New Horizons Computer Learning Center October 2010 - September 2011
Guardian Life Insurance March 2001 - June 2009
Prudential Financial February 1994 - March 2001
Prudential Financial June 1991 - February 1994
Prudential Financial January 1989 - June 1991
Skills
Microsoft Excel, Access, PowerPoint, Risk Assessment, Underwriting, Profit Margins, Life Insurance, Health Insurance, Disability Insurance, Spreadsheets, Microsoft Word, Computer Proficiency, Computer Maintenance, Competitive Analysis, Computer Repair, Business Process..., Management, Process Management, Team Management, Data Analysis, Mentoring, Technical Training, Employee Training, Financial Analysis, Time Management, Analysis
Education
Fairleigh Dickinson University
BS of Arts, Business Administration, Magna Cum Laude
County College of Morris
AS of Science, Electrical Engineering
New Horizons Computer Center
CNST, Computer & Network Technician
Guardian Life Insurance June 2006 - Present
Education
Fordham University
CBA, Accounting
Majoris Consultancy Services (P) Ltd February 2010 - Present
Guardian Life Insurance November 2008 - January 2010
Chrysler January 2008 - October 2008
Aon April 2007 - December 2007
Charles Schwab February 2006 - March 2007
American Express May 2005 - January 2006
First Health December 2004 - May 2005
CNA Insurance August 2004 - November 2004
GTE June 2001 - July 2004
Skills
Pre-sales, Resource Management, Vendor Management, System Architecture, Software Project..., SDLC
Education
Eastern Washington University
Master of computer Science
Reinsurance Group of America September 2013 - Present
NorthWind, LLC May 2000 - September 2013
Marsh 1997 - 1999
Employers Reinsurance Company 1996 - 1997
Guardian Life Insurance May 1990 - June 1995
MetLife 1988 - 1990
Skills
Underwriting, Insurance, Health Insurance, Reinsurance
Education
Dowling College 1983 — 1986
BA in Business, Finance
State University of New York at Stony Brook 1981 — 1983
Biology Major
Guardian Life Insurance July 2006 - Present
United Heatlhcare 2004 - 2006
Education
Florida State University - College of Business 1996 — 2001
BS, Business Management
Credit Suisse November 2010 - Present
Guardian Life Insurance November 2008 - October 2010
Citigroup June 2007 - October 2008
Citigroup. September 2006 - May 2007
UBS January 2006 - August 2006
Cisco Systems Inc March 2005 - December 2005
Ranbaxy August 2004 - February 2005
CapGemini September 2003 - June 2004
HSBC Bank January 2002 - August 2003
Education
Guru Nanak Dev University
MS, Computer Applications
Guru Nanak Dev University
Bachelors, Computer Applications
Atos International July 2011 - Present
Guardian Life Insurance 2005 - Present
Siemens IT Solutions & Services, Inc. August 1998 - July 2011
MY-CD April 1997 - August 1998
PRODIGY September 1985 - November 1997
Allstate January 1971 - September 1985
Skills
ITIL V.3
Education
College of the Holy Cross
BA, Economics
NY Institute of Technology
MBA Coursework
PPL Corporation November 2009 - Present
PPL Corporation March 2005 - November 2009
Dun & Bradstreet March 2003 - March 2005
Fitel Technologies, Ince September 2000 - August 2002
Guardian Life Insurance March 1989 - April 1999
Skills
Leadership Development, Financial Reporting, Accounting, Internal Controls, Analysis, Budgets, Finance, Tax, Financial Risk, GAAP, Energy, Strategy
Education
DeSales University
BS, Accounting
Guardian Life Insurance September 2009 - Present
Guardian Insurace & Annuity Company October 2008 - Present
Guardian Insurance & Annuity Company September 2007 - Present
Guardian Insurance & Annuity Company May 2004 - Present
Education
DeSales University 2010 — 2012
Finance
DeSales University