Guardian Life Insurance
Description
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
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Guardian Life Insurance Employees
Employee
Years
Job
Industry
Paul Gauthier Paul Gauthier's Guardian Life Insurance Experience 1998 - 2006
Job Vice President & CFO Group Benefits Commercial Markets Division at The Hartford
Industry Insurance
Experience
The Hartford November 2012 - Present
Dearborn National March 2006 - November 2012
Guardian Life Insurance 1998 - 2006
Arthur Andersen June 1981 - June 1993
Skills
Insurance, Strategic Financial..., Sarbanes-Oxley Act, Disability Insurance, Sarbanes-Oxley, SEC filings, Accounting, Financial Analysis, Health Insurance, Underwriting, Risk Management, Reinsurance, Life Insurance, Financial Reporting, Employee Benefits, Fixed Annuities, Claim, Enterprise Risk..., Finance, Business Process..., Financial Risk, Brokers, Mergers & Acquisitions, Process Improvement, Term Life Insurance, Claims Management, Auditing, Long-term Care, Workers Compensation, Actuarial Science, Financial Services, Mutual Funds, Health Savings Accounts, Financial Modeling, Executive Management, Acquisition Integration, Energetic team player, Getting the Best Out Of..., Continuous Improvement, Highly articulate, Team-oriented, Thrives on challenges, Work Well Independently, Communication Skills, Highly Dedicated, Consulting, Highly Ambitious, Quick Thinker, Engaging Speaker, Financial Planning
Education
Rutgers University-New Brunswick 1981 — 1985
Bachelor of Arts, Economics
The Hartford November 2012 - Present
Dearborn National March 2006 - November 2012
Guardian Life Insurance 1998 - 2006
Arthur Andersen June 1981 - June 1993
Skills
Insurance, Strategic Financial..., Sarbanes-Oxley Act, Disability Insurance, Sarbanes-Oxley, SEC filings, Accounting, Financial Analysis, Health Insurance, Underwriting, Risk Management, Reinsurance, Life Insurance, Financial Reporting, Employee Benefits, Fixed Annuities, Claim, Enterprise Risk..., Finance, Business Process..., Financial Risk, Brokers, Mergers & Acquisitions, Process Improvement, Term Life Insurance, Claims Management, Auditing, Long-term Care, Workers Compensation, Actuarial Science, Financial Services, Mutual Funds, Health Savings Accounts, Financial Modeling, Executive Management, Acquisition Integration, Energetic team player, Getting the Best Out Of..., Continuous Improvement, Highly articulate, Team-oriented, Thrives on challenges, Work Well Independently, Communication Skills, Highly Dedicated, Consulting, Highly Ambitious, Quick Thinker, Engaging Speaker, Financial Planning
Education
Rutgers University-New Brunswick 1981 — 1985
Bachelor of Arts, Economics
Tony Psaromatis Tony Psaromatis's Guardian Life Insurance Experience September 1997 - August 2001
Job Branch Manager | Residential Mortgage Loan Officer NMLS# 211376 at SMP Mortgage, Inc. NMLS# 130562
Industry Financial Services
Experience
SMP Mortgage, Inc. NMLS# 130562 April 2014 - Present
The Psaromatis Mortgage Team, United Lending February 2013 - April 2014
The Psaromatis Team with Highlands Residential Mortgage September 2011 - February 2013
America Home Key October 2008 - September 2011
BankSource Mortgage September 2005 - October 2008
ACP Marketing & Business Development June 2003 - October 2005
Pioneer Investments August 2001 - June 2003
Guardian Life Insurance September 1997 - August 2001
Great-West Life 1995 - 1997
Southwestern Company 1990 - 1994
Skills
Credit Counseling, Technology for Realtors, Residential Mortgages, FHA, Investment Properties, Mortgage Lending, Loans, USDA, Sellers, Refinance, Mortgage Banking, First Time Home Buyers, Investments, Sales, Investors, Foreclosures, Asset Re-allocation..., Real Estate Marketing, Marketing Strategy, Social Media, Mortgage and Real..., Real Estate, Video Marketing, Selling, Credit, Residential Homes, Government Loans, Referrals, Real Estate Transactions, Finance, Short Sales, Brokerage, FHA financing, Reverse Mortgages, Loan Origination, Buyers, Mortgage Underwriting, Underwriting, Certified Mortgage..., Mortgage Marketing, Listings, Small Business, New Home Sales, Real Estate Financing, REO, VA loans, Construction Loans, Move Up Buyers, New Homes, Closings
Education
Sandler 2012 — 2013
Sales Training
Texas A&M University 1989 — 1995
B.S., Industrial Distribution
FAHS 1987 — 1989
SMP Mortgage, Inc. NMLS# 130562 April 2014 - Present
The Psaromatis Mortgage Team, United Lending February 2013 - April 2014
The Psaromatis Team with Highlands Residential Mortgage September 2011 - February 2013
America Home Key October 2008 - September 2011
BankSource Mortgage September 2005 - October 2008
ACP Marketing & Business Development June 2003 - October 2005
Pioneer Investments August 2001 - June 2003
Guardian Life Insurance September 1997 - August 2001
Great-West Life 1995 - 1997
Southwestern Company 1990 - 1994
Skills
Credit Counseling, Technology for Realtors, Residential Mortgages, FHA, Investment Properties, Mortgage Lending, Loans, USDA, Sellers, Refinance, Mortgage Banking, First Time Home Buyers, Investments, Sales, Investors, Foreclosures, Asset Re-allocation..., Real Estate Marketing, Marketing Strategy, Social Media, Mortgage and Real..., Real Estate, Video Marketing, Selling, Credit, Residential Homes, Government Loans, Referrals, Real Estate Transactions, Finance, Short Sales, Brokerage, FHA financing, Reverse Mortgages, Loan Origination, Buyers, Mortgage Underwriting, Underwriting, Certified Mortgage..., Mortgage Marketing, Listings, Small Business, New Home Sales, Real Estate Financing, REO, VA loans, Construction Loans, Move Up Buyers, New Homes, Closings
Education
Sandler 2012 — 2013
Sales Training
Texas A&M University 1989 — 1995
B.S., Industrial Distribution
FAHS 1987 — 1989
Linda Cooper Angles Linda Cooper Angles's Guardian Life Insurance Experience March 2003 - August 2012
Job Sr. Director, Information Security and Risk Management, Thomson Reuters
Industry Financial Services
Experience
FXall, a Thomson Reuters Company October 2012 - Present
Information Security Forum (ISF) January 2014 - Present
Guardian Life Insurance March 2003 - August 2012
Seton Hall University September 2009 - February 2010
Citibank January 1991 - December 2002
Accenture April 1988 - October 1990
Skills
Governance, Security, Risk Mitigation, Awareness, Privacy, Risk Management, Compliance, Policy, Risk, Cross-functional Team..., Internal Controls, Third Party Vendor..., Privacy Law, Financial Risk, Risk Assessment, Information Security, Sarbanes-Oxley Act, Disaster Recovery, Identity Management, Information Technology, Security Policy, Information Security..., CISA, Management, Cloud Computing, Business Continuity, CISSP, Data Privacy, Strategy, Vulnerability Management, Operational Risk, Business Intelligence, Enterprise Software, PCI DSS, IT Strategy, IT Audit, SaaS, Incident Management, IT Management, ISO 27001, Computer Security, CISM, ITIL, COBIT, Leadership, Enterprise Risk..., Financial Services, GLBA, Security Awareness, Vulnerability Assessment
Education
The Ohio State University 1983 — 1988
B.S., Engineering
FXall, a Thomson Reuters Company October 2012 - Present
Information Security Forum (ISF) January 2014 - Present
Guardian Life Insurance March 2003 - August 2012
Seton Hall University September 2009 - February 2010
Citibank January 1991 - December 2002
Accenture April 1988 - October 1990
Skills
Governance, Security, Risk Mitigation, Awareness, Privacy, Risk Management, Compliance, Policy, Risk, Cross-functional Team..., Internal Controls, Third Party Vendor..., Privacy Law, Financial Risk, Risk Assessment, Information Security, Sarbanes-Oxley Act, Disaster Recovery, Identity Management, Information Technology, Security Policy, Information Security..., CISA, Management, Cloud Computing, Business Continuity, CISSP, Data Privacy, Strategy, Vulnerability Management, Operational Risk, Business Intelligence, Enterprise Software, PCI DSS, IT Strategy, IT Audit, SaaS, Incident Management, IT Management, ISO 27001, Computer Security, CISM, ITIL, COBIT, Leadership, Enterprise Risk..., Financial Services, GLBA, Security Awareness, Vulnerability Assessment
Education
The Ohio State University 1983 — 1988
B.S., Engineering
Sonja Riffel Sonja Riffel's Guardian Life Insurance Experience September 2000 - April 2006
Job Principal Admin. Analyst at UC Irvine
Industry Financial Services
Experience
Alliant Insurance Services April 2006 - October 2014
Guardian Life Insurance September 2000 - April 2006
Skills
Martial Arts, Organization, Project Planning, Training, Leadership, Recruiting, CRM, Sales, Management, Social Media Marketing, Sales Management, Cold Calling, Account Management, Event Management, Salesforce.com, Human Resources, Marketing, Insurance, Property & Casualty..., Team Building, Underwriting, Customer Service, Employee Benefits, Strategic Planning, Project Management
Education
University of Phoenix 2003 — 2005
Bachelor of Science (B.S.), Business Administration
Orange Coast College
Associate of Arts (A.A.), General Studies
UC Irvine, Extension
UC Irvine, Extension
UC Irvine, Extension
Alliant Insurance Services April 2006 - October 2014
Guardian Life Insurance September 2000 - April 2006
Skills
Martial Arts, Organization, Project Planning, Training, Leadership, Recruiting, CRM, Sales, Management, Social Media Marketing, Sales Management, Cold Calling, Account Management, Event Management, Salesforce.com, Human Resources, Marketing, Insurance, Property & Casualty..., Team Building, Underwriting, Customer Service, Employee Benefits, Strategic Planning, Project Management
Education
University of Phoenix 2003 — 2005
Bachelor of Science (B.S.), Business Administration
Orange Coast College
Associate of Arts (A.A.), General Studies
UC Irvine, Extension
UC Irvine, Extension
UC Irvine, Extension
David N. Nelson, CLTC, LUTCF David N. Nelson, CLTC, LUTCF's Guardian Life Insurance Experience October 2004 - August 2007
Job Managing Director at the Illinois Business Center of Principal Financial Group
Industry Financial Services
Experience
Naifa Chicago July 2014 - Present
NAIFA July 2010 - Present
New York Life Insurance Company September 2007 - May 2015
NAIFA 2010 - 2011
Brokers International Ltd. 2004 - 2009
Guardian Life Insurance October 2004 - August 2007
Max Madsen Mitsubishi 2002 - 2004
Al Piemonte Ford 1998 - 2002
Country Insurance March 1988 - September 1992
Skills
Insurance, Retirement Planning, Annuities, Strategic Financial..., Business Planning, Life Insurance, Fixed Annuities, 401k, Leadership, Term Life Insurance, Retirement, Wealth Management, Disability Insurance, Finance, Mutual Funds, Investments, Financial Services, Health Insurance, Estate Planning, Banking, Long-term Care, Financial Advisory, Securities, Financial Planners, Employee Benefits, IRAs, Small Business, Series 7, Series 63, Underwriting, Long Term Care Insurance, Portfolio Management, Whole Life, Investment Advisory, Asset Management, Series 6, Wealth, Financial Planning
Education
Southern Illinois University, Carbondale 1986 — 1987
Business
York High School 1979 — 1983
Naifa Chicago July 2014 - Present
NAIFA July 2010 - Present
New York Life Insurance Company September 2007 - May 2015
NAIFA 2010 - 2011
Brokers International Ltd. 2004 - 2009
Guardian Life Insurance October 2004 - August 2007
Max Madsen Mitsubishi 2002 - 2004
Al Piemonte Ford 1998 - 2002
Country Insurance March 1988 - September 1992
Skills
Insurance, Retirement Planning, Annuities, Strategic Financial..., Business Planning, Life Insurance, Fixed Annuities, 401k, Leadership, Term Life Insurance, Retirement, Wealth Management, Disability Insurance, Finance, Mutual Funds, Investments, Financial Services, Health Insurance, Estate Planning, Banking, Long-term Care, Financial Advisory, Securities, Financial Planners, Employee Benefits, IRAs, Small Business, Series 7, Series 63, Underwriting, Long Term Care Insurance, Portfolio Management, Whole Life, Investment Advisory, Asset Management, Series 6, Wealth, Financial Planning
Education
Southern Illinois University, Carbondale 1986 — 1987
Business
York High School 1979 — 1983
Lisa Sapia Lisa Sapia's Guardian Life Insurance Experience 1990 - 1992
Job Senior Manager of Sales Operations & Communications
Industry Consumer Goods
Experience
Benjamin Moore & Co. January 2015 - Present
Benjamin Moore & Co. March 2011 - January 2015
Benjamin Moore & Co. March 2005 - March 2011
Time Warner Cable Media Sales January 2004 - March 2005
AT&T Wireless 1995 - 2003
Phoenix Communications Group 1995 - 1997
Munich Reinsurance 1994 - 1995
SCOR Reinsurance 1992 - 1994
Guardian Life Insurance 1990 - 1992
Skills
Project Management, Cross-functional Team..., Budget, Strategic Planning, People-oriented, Analytic Thinking, Leader, Operations Management, Process Improvement, Time Management, Operational Excellence, Resolving Conflicts, Building Relationships, Long-term Customer..., Leadership, Account Management, Sales Operations, Forecasting, Retail, Competitive Analysis, Sales Management, Sales, Management, Budgets, Product Development, Inventory Management, Strategy, Pricing, Team Building, B2B, Product Marketing, Key Account Management, Marketing, Customer Satisfaction, Consumer Products, CRM, Business Development, Marketing Management, Marketing Strategy, Negotiation, P, Project Planning, Product Management, Sales Process, Team Leadership, Training, Vendor Management, Business Planning
Education
Saint John's University 1986 — 1990
BS, Applied Statistics
Stevens Institute of Technology 2001 — 2001
Graduate Certificate, Project Management
Saint Joseph by the Sea 1982 — 1986
High School, General Studies
Benjamin Moore & Co. January 2015 - Present
Benjamin Moore & Co. March 2011 - January 2015
Benjamin Moore & Co. March 2005 - March 2011
Time Warner Cable Media Sales January 2004 - March 2005
AT&T Wireless 1995 - 2003
Phoenix Communications Group 1995 - 1997
Munich Reinsurance 1994 - 1995
SCOR Reinsurance 1992 - 1994
Guardian Life Insurance 1990 - 1992
Skills
Project Management, Cross-functional Team..., Budget, Strategic Planning, People-oriented, Analytic Thinking, Leader, Operations Management, Process Improvement, Time Management, Operational Excellence, Resolving Conflicts, Building Relationships, Long-term Customer..., Leadership, Account Management, Sales Operations, Forecasting, Retail, Competitive Analysis, Sales Management, Sales, Management, Budgets, Product Development, Inventory Management, Strategy, Pricing, Team Building, B2B, Product Marketing, Key Account Management, Marketing, Customer Satisfaction, Consumer Products, CRM, Business Development, Marketing Management, Marketing Strategy, Negotiation, P, Project Planning, Product Management, Sales Process, Team Leadership, Training, Vendor Management, Business Planning
Education
Saint John's University 1986 — 1990
BS, Applied Statistics
Stevens Institute of Technology 2001 — 2001
Graduate Certificate, Project Management
Saint Joseph by the Sea 1982 — 1986
High School, General Studies
Mary Amen, LUTCF, CLU, MDRT Mary Amen, LUTCF, CLU, MDRT's Guardian Life Insurance Experience April 1992 - Present
Job 35 years in Insurance and Financial Services, Owner of the AmStein Company, Senior Financial Advisor at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors April 1992 - Present
Guardian Life Insurance April 1992 - Present
Guardian Life Insurance Co. of America 1992 - Present
AmStein Company October 1988 - Present
Skills
Retirement Planning, Disability Insurance, Insurance, Life Insurance, Employee Benefits, Retirement, Long Term Care Insurance, Financial Planners, Strategic Financial..., Fixed Annuities, Plannning, Long-term Care, Business Continuity..., Estate Planning
Education
Corona del Mar High School 1974 — 1976
Diplolma, General Education
Life
The American College
CLU, LUTCF, Estate, Personal and Business Planning
Pacific Advisors April 1992 - Present
Guardian Life Insurance April 1992 - Present
Guardian Life Insurance Co. of America 1992 - Present
AmStein Company October 1988 - Present
Skills
Retirement Planning, Disability Insurance, Insurance, Life Insurance, Employee Benefits, Retirement, Long Term Care Insurance, Financial Planners, Strategic Financial..., Fixed Annuities, Plannning, Long-term Care, Business Continuity..., Estate Planning
Education
Corona del Mar High School 1974 — 1976
Diplolma, General Education
Life
The American College
CLU, LUTCF, Estate, Personal and Business Planning
Brittany Hodges Brittany Hodges's Guardian Life Insurance Experience August 2009 - March 2013
Job Fine Wine Sales Representative
Industry Wine and Spirits
Experience
Atlanta Wholesale Wine June 2014 - Present
The Agents Marketing Group January 2014 - June 2014
Guardian Life March 2013 - September 2013
Guardian Life Insurance August 2009 - March 2013
Athens Regional Medical Center July 2008 - December 2008
Skills
Public Speaking, Benefits, Account Management, Insurance, Social Media, Event Planning, Public Relations, Fundraising, Customer Service, Microsoft Office, Healthcare, Facebook, Social Media Marketing, PowerPoint, Sales, Microsoft Excel, Internal Communications, Marketing Communications, Employee Benefits, Analysis, Marketing Strategy, Term Life Insurance, Disability Insurance, Health Insurance, Recruiting, Management, Human Resources, Nonprofits, Leadership, Customer Satisfaction, Marketing, Fixed Annuities, 401k, Training, Cold Calling, Benefits Administration, Long-term Care, Brokers, Group Insurance, Health Savings Accounts, Retirement, Building Relationships, Sales Presentations, Selling
Education
The University of Georgia 2004 — 2008
Bachelor of Arts, Speech Communications
The University of Georgia 2004 — 2008
Bachelor of Science, Psychology
Atlanta Wholesale Wine June 2014 - Present
The Agents Marketing Group January 2014 - June 2014
Guardian Life March 2013 - September 2013
Guardian Life Insurance August 2009 - March 2013
Athens Regional Medical Center July 2008 - December 2008
Skills
Public Speaking, Benefits, Account Management, Insurance, Social Media, Event Planning, Public Relations, Fundraising, Customer Service, Microsoft Office, Healthcare, Facebook, Social Media Marketing, PowerPoint, Sales, Microsoft Excel, Internal Communications, Marketing Communications, Employee Benefits, Analysis, Marketing Strategy, Term Life Insurance, Disability Insurance, Health Insurance, Recruiting, Management, Human Resources, Nonprofits, Leadership, Customer Satisfaction, Marketing, Fixed Annuities, 401k, Training, Cold Calling, Benefits Administration, Long-term Care, Brokers, Group Insurance, Health Savings Accounts, Retirement, Building Relationships, Sales Presentations, Selling
Education
The University of Georgia 2004 — 2008
Bachelor of Arts, Speech Communications
The University of Georgia 2004 — 2008
Bachelor of Science, Psychology
Karthikeyan Sivanandi Karthikeyan Sivanandi's Guardian Life Insurance Experience January 2006 - October 2006
Job Associate Information Officer Enterprise Application Technology Services/Middleware
Industry Information Services
Experience
AIG October 2014 - Present
AIG October 2006 - September 2014
Guardian Life Insurance January 2006 - October 2006
AIG January 2002 - January 2006
AIG November 2000 - December 2001
Skills
SOA, Enterprise Architecture, DB2, Solution Architecture, Websphere, SDLC, Software Project..., ETL, WebSphere Application..., Data Warehousing, Business Analysis, Java Enterprise Edition, ESB, ITIL, Requirements Analysis, XML, Web Services, Databases, Middleware, Enterprise IT..., System Administration, IT Operations Management, IT Strategy, EAI
Education
Software Solutions Integrated - IT Institute 1997 — 1999
PGDCS, Post Graduate Diploma in Computer Science
Sathyabama Institute of Science and Technology 1993 — 1997
Bachelor of Engineering (B.E.), Mechanical
AIG October 2014 - Present
AIG October 2006 - September 2014
Guardian Life Insurance January 2006 - October 2006
AIG January 2002 - January 2006
AIG November 2000 - December 2001
Skills
SOA, Enterprise Architecture, DB2, Solution Architecture, Websphere, SDLC, Software Project..., ETL, WebSphere Application..., Data Warehousing, Business Analysis, Java Enterprise Edition, ESB, ITIL, Requirements Analysis, XML, Web Services, Databases, Middleware, Enterprise IT..., System Administration, IT Operations Management, IT Strategy, EAI
Education
Software Solutions Integrated - IT Institute 1997 — 1999
PGDCS, Post Graduate Diploma in Computer Science
Sathyabama Institute of Science and Technology 1993 — 1997
Bachelor of Engineering (B.E.), Mechanical
Frank R. Giglio's Guardian Life Insurance Experience October 2008 - September 2011
Job Pension Manager and Financial Services at Kaye Scholer LLP
Industry Financial Services
Experience
Kaye Scholer LLP December 2013 - Present
Advanced Pension Service December 2011 - December 2013
Guardian Life Insurance October 2008 - September 2011
The Segal Company April 2002 - September 2008
Deloitte Consulting March 1999 - April 2002
Buck Consultants January 1997 - March 1999
Skills
Compliance Testing, Retirement, Pensions, Profit Sharing, Investments, Estate Planning, Defined Benefit, ERISA, Retirement Planning, Actuarial Science, Employee Benefits, Actuarial Consulting, Defined Contribution, Insurance, Life Insurance, 401k, Qualified Retirement..., Retirement Plan..., Pension Administration, Fixed Annuities
Education
University of Vermont 1994 — 1996
Master of Science, Statistics
Rutgers University-New Brunswick 1990 — 1994
Bachelor of Arts, Mathematics
Kaye Scholer LLP December 2013 - Present
Advanced Pension Service December 2011 - December 2013
Guardian Life Insurance October 2008 - September 2011
The Segal Company April 2002 - September 2008
Deloitte Consulting March 1999 - April 2002
Buck Consultants January 1997 - March 1999
Skills
Compliance Testing, Retirement, Pensions, Profit Sharing, Investments, Estate Planning, Defined Benefit, ERISA, Retirement Planning, Actuarial Science, Employee Benefits, Actuarial Consulting, Defined Contribution, Insurance, Life Insurance, 401k, Qualified Retirement..., Retirement Plan..., Pension Administration, Fixed Annuities
Education
University of Vermont 1994 — 1996
Master of Science, Statistics
Rutgers University-New Brunswick 1990 — 1994
Bachelor of Arts, Mathematics
Jed Brody Jed Brody's Guardian Life Insurance Experience January 1991 - January 1995
Job 2ndVP Life and Annuity Sales Desk at National Life Group Registered Principal of Equity Services, Inc.
Industry Financial Services
Experience
National Life Group December 2010 - Present
MHN Government Services January 2007 - January 2013
Hartford Life April 2010 - November 2010
Hartford Life July 2009 - March 2010
Hartford Life July 2006 - June 2009
Phoenix Investment Partners, LTD January 2004 - June 2006
Linsco/Private Ledger January 1995 - January 2000
Guardian Life Insurance January 1991 - January 1995
Skills
Sales Force.com..., Phone Sales Training, Group Presentation..., Supervise, Coach, and..., Insurance, Life Insurance, Fixed Annuities, Mutual Funds, Retirement Planning, Investments, Retirement, Financial Services, Series 63, Sales, Leadership, Long-term Care, Series 7, Series 6, Term Life Insurance
Education
Rensselaer Polytechnic Institute at Hartford 2000 — 2004
Master of Science, Management; International Management
The Hebrew University 1983 — 1988
Bachelor of Arts, East Asian and African Studies
Waseda University 1985 — 1985
Certificate Program, Japanese Language and Culture
National Life Group December 2010 - Present
MHN Government Services January 2007 - January 2013
Hartford Life April 2010 - November 2010
Hartford Life July 2009 - March 2010
Hartford Life July 2006 - June 2009
Phoenix Investment Partners, LTD January 2004 - June 2006
Linsco/Private Ledger January 1995 - January 2000
Guardian Life Insurance January 1991 - January 1995
Skills
Sales Force.com..., Phone Sales Training, Group Presentation..., Supervise, Coach, and..., Insurance, Life Insurance, Fixed Annuities, Mutual Funds, Retirement Planning, Investments, Retirement, Financial Services, Series 63, Sales, Leadership, Long-term Care, Series 7, Series 6, Term Life Insurance
Education
Rensselaer Polytechnic Institute at Hartford 2000 — 2004
Master of Science, Management; International Management
The Hebrew University 1983 — 1988
Bachelor of Arts, East Asian and African Studies
Waseda University 1985 — 1985
Certificate Program, Japanese Language and Culture
Shane Shinn, CLU ChFC CLF CMFC CLTC Shane Shinn, CLU ChFC CLF CMFC CLTC's Guardian Life Insurance Experience April 2009 - February 2015
Job Regional Director, Agency Growth and Management Development at Guardian Life Insurance Company of America
Industry Financial Services
Experience
Guardian Life February 2015 - Present
Guardian Life Insurance April 2009 - February 2015
Kansas City Life Insurance Company July 2008 - February 2009
Prudential Financial September 1997 - July 2008
Skills
Succession Planning, Recruiting, Sales Management, Sales, Series 7, Coaching, Life Insurance, Insurance, Retirement Planning, Marketing, Financial Advisory, Talent Acquisition, Management, Business Development, Financial Analysis, Term Life Insurance, Finance, Strategic Financial..., Banking, Leadership, Financial Services, Management Consulting, Securities, Retirement, Wealth Management, Mutual Funds, Series 6, 401k, IRAs, Series 63, Long Term Care Insurance, Long-term Care, Investments, Financial Planners, Estate Planning, Investment Advisory, Variable Annuities, Wealth, FINRA, Wealth Accumulation, Asset Allocation, Whole Life, Series 24, Investment Strategies, Universal Life, Series 65, Financial Planning, Fixed Annuities, Disability Insurance, Employee Benefits
Education
The American College 2008 — 2012
CLU ChFC CLF
Pittsburg State University 1993 — 1997
Bachelor of Business Administration (BBA), Marketing
Guardian Life February 2015 - Present
Guardian Life Insurance April 2009 - February 2015
Kansas City Life Insurance Company July 2008 - February 2009
Prudential Financial September 1997 - July 2008
Skills
Succession Planning, Recruiting, Sales Management, Sales, Series 7, Coaching, Life Insurance, Insurance, Retirement Planning, Marketing, Financial Advisory, Talent Acquisition, Management, Business Development, Financial Analysis, Term Life Insurance, Finance, Strategic Financial..., Banking, Leadership, Financial Services, Management Consulting, Securities, Retirement, Wealth Management, Mutual Funds, Series 6, 401k, IRAs, Series 63, Long Term Care Insurance, Long-term Care, Investments, Financial Planners, Estate Planning, Investment Advisory, Variable Annuities, Wealth, FINRA, Wealth Accumulation, Asset Allocation, Whole Life, Series 24, Investment Strategies, Universal Life, Series 65, Financial Planning, Fixed Annuities, Disability Insurance, Employee Benefits
Education
The American College 2008 — 2012
CLU ChFC CLF
Pittsburg State University 1993 — 1997
Bachelor of Business Administration (BBA), Marketing
Doug Dodge Doug Dodge's Guardian Life Insurance Experience 2003 - 2004
Job Corporate Attorney for Axiom Law Group
Industry Law Practice
Experience
Axiom Law Group (Contractor at United Technolgies Aeropsace and UTC-BIS) August 2014 - Present
Drax Biomass International Inc. June 2013 - June 2014
Oracle 2012 - 2013
Integrated Defense Solutions, Inc 2008 - 2012
Bose Corporation May 2008 - September 2008
Brown Brothers Harriman 2004 - 2008
Guardian Life Insurance 2003 - 2004
State Street 2000 - 2003
Skills
Finance, Corporate Law, Contract Negotiation, Negotiation, Government Contracting, Contract Management, Employment Law, Compliance, Mutual Funds, Fund Accounting, Regulatory Requirements
Education
Suffolk University Law School 2005 — 2008
Juris Doctorate, Law
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
B.S., Business Administration
Axiom Law Group (Contractor at United Technolgies Aeropsace and UTC-BIS) August 2014 - Present
Drax Biomass International Inc. June 2013 - June 2014
Oracle 2012 - 2013
Integrated Defense Solutions, Inc 2008 - 2012
Bose Corporation May 2008 - September 2008
Brown Brothers Harriman 2004 - 2008
Guardian Life Insurance 2003 - 2004
State Street 2000 - 2003
Skills
Finance, Corporate Law, Contract Negotiation, Negotiation, Government Contracting, Contract Management, Employment Law, Compliance, Mutual Funds, Fund Accounting, Regulatory Requirements
Education
Suffolk University Law School 2005 — 2008
Juris Doctorate, Law
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
B.S., Business Administration
Jessica Lai's Guardian Life Insurance Experience June 2009 - October 2009
Job Associate Portfolio Manager at AllianceBernstein
Industry Investment Banking
Experience
AllianceBernstein 2014 - Present
Barclays November 2013 - Present
Barclays August 2012 - October 2013
Barclays Capital August 2011 - August 2012
Toronto-Dominion Bank June 2010 - August 2010
Guardian Life Insurance June 2009 - October 2009
Skills
Financial Analysis, Valuation, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Science, Finance, Computer Science
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Science (BS), Finance, General
AllianceBernstein 2014 - Present
Barclays November 2013 - Present
Barclays August 2012 - October 2013
Barclays Capital August 2011 - August 2012
Toronto-Dominion Bank June 2010 - August 2010
Guardian Life Insurance June 2009 - October 2009
Skills
Financial Analysis, Valuation, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Science, Finance, Computer Science
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Science (BS), Finance, General
Michelle Fusaro Michelle Fusaro's Guardian Life Insurance Experience June 2008 - December 2012
Job Senior Financial Analyst at Dow Jones
Industry Financial Services
Experience
Dow Jones December 2012 - Present
Guardian Life Insurance June 2008 - December 2012
MetLife Inc October 2004 - May 2008
Everest National Insurance Co. October 2003 - October 2004
Skills
Excel, PowerPoint, Windows, PeopleSoft, Hyperion, Hyperion Enterprise, HFM, Essbase, Cognos, Powerplay, Financial Analysis, Data Analysis, Financial Reporting, Annual Reports, Monthly Reporting, Monthly Close, Annual Budgets, People Skills, Software Training, End User Training, GAAP, Statutory Reporting, Budget Allocation, Expenses, Expense Budgeting, Executive Reporting, Presentation Preparation, Visio, Word, Microsoft Office 2007, Data Presentation, Presentation Development, Microsoft Excel, Budgets, Forecasting, Accounting, General Ledger, Financial Forecasting, Process Improvement
Education
Rider University 2006 — 2008
Master of Business Administration, Information Systems, 3.75
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2003
Bachelor of Science, Finance, 3.3
Dow Jones December 2012 - Present
Guardian Life Insurance June 2008 - December 2012
MetLife Inc October 2004 - May 2008
Everest National Insurance Co. October 2003 - October 2004
Skills
Excel, PowerPoint, Windows, PeopleSoft, Hyperion, Hyperion Enterprise, HFM, Essbase, Cognos, Powerplay, Financial Analysis, Data Analysis, Financial Reporting, Annual Reports, Monthly Reporting, Monthly Close, Annual Budgets, People Skills, Software Training, End User Training, GAAP, Statutory Reporting, Budget Allocation, Expenses, Expense Budgeting, Executive Reporting, Presentation Preparation, Visio, Word, Microsoft Office 2007, Data Presentation, Presentation Development, Microsoft Excel, Budgets, Forecasting, Accounting, General Ledger, Financial Forecasting, Process Improvement
Education
Rider University 2006 — 2008
Master of Business Administration, Information Systems, 3.75
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2003
Bachelor of Science, Finance, 3.3
Gocha Mchedlishvili Gocha Mchedlishvili's Guardian Life Insurance Experience October 2002 - September 2005
Job Team Lead at The Citco Group of Companies
Industry Financial Services
Experience
The Citco Group of Companies June 2015 - Present
Interactive Brokers December 2014 - June 2015
CITCO May 2011 - December 2014
CITCO Technology Management 2007 - May 2011
Credit Suisse September 2005 - April 2007
Guardian Life Insurance October 2002 - September 2005
Doubleclick January 2000 - October 2002
Skila July 1998 - January 2000
Interconnect Services Group February 1998 - July 1998
Clark O'Neil September 1997 - February 1998
Skills
SDLC, Data Warehousing, Databases, Data Modeling, Business Analysis, Software Project..., Requirements Analysis, Management, Sybase, IT Strategy
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Finance
Tbilisi University 1991 — 1996
MS, Computer Science
The Citco Group of Companies June 2015 - Present
Interactive Brokers December 2014 - June 2015
CITCO May 2011 - December 2014
CITCO Technology Management 2007 - May 2011
Credit Suisse September 2005 - April 2007
Guardian Life Insurance October 2002 - September 2005
Doubleclick January 2000 - October 2002
Skila July 1998 - January 2000
Interconnect Services Group February 1998 - July 1998
Clark O'Neil September 1997 - February 1998
Skills
SDLC, Data Warehousing, Databases, Data Modeling, Business Analysis, Software Project..., Requirements Analysis, Management, Sybase, IT Strategy
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Finance
Tbilisi University 1991 — 1996
MS, Computer Science
Elbert Domingo Elbert Domingo's Guardian Life Insurance Experience 1998 - 2003
Job CVP at New York Life
Industry Insurance
Experience
New York Life 2006 - Present
JPMorgan Chase 2003 - 2006
Guardian Life Insurance 1998 - 2003
New York Life 1990 - 1998
Skills
Strategic Planning, Business Strategy, Financial Analysis, Financial Modeling, Financial Reporting, Financial Control, Product Development, Product Management, Compensation, Competitive Analysis, Business Analysis, Excel, Access, Business Objects, Crystal Reports, PowerPoint, Word, Insurance, Market Analysis, Presentation Development, Requirements Gathering, Business Modeling, Mentoring, Staff Development, Staff Management, Staff Mentoring
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2003
MBA, Finance, with honors
Rutgers University-New Brunswick 1985 — 1990
B.A., Economics
New York Life 2006 - Present
JPMorgan Chase 2003 - 2006
Guardian Life Insurance 1998 - 2003
New York Life 1990 - 1998
Skills
Strategic Planning, Business Strategy, Financial Analysis, Financial Modeling, Financial Reporting, Financial Control, Product Development, Product Management, Compensation, Competitive Analysis, Business Analysis, Excel, Access, Business Objects, Crystal Reports, PowerPoint, Word, Insurance, Market Analysis, Presentation Development, Requirements Gathering, Business Modeling, Mentoring, Staff Development, Staff Management, Staff Mentoring
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2003
MBA, Finance, with honors
Rutgers University-New Brunswick 1985 — 1990
B.A., Economics
Bill Gearhart Bill Gearhart's Guardian Life Insurance Experience March 1993 - December 1996
Job Regional Director at Penn Mutual
Industry Financial Services
Experience
Penn Mutual December 1996 - Present
Guardian Life Insurance March 1993 - December 1996
Manulife Financial May 1981 - January 1993
Skills
Retirement Planning, Disability Insurance, Estate Planning, Annuities, Series 7
Education
Villanova University 1967 — 1971
BA, Psychology
The American College 1973 — 1983
CLU, Life Insurance
The American College 1983 — 1984
CHFC, Financial Services
Penn Mutual December 1996 - Present
Guardian Life Insurance March 1993 - December 1996
Manulife Financial May 1981 - January 1993
Skills
Retirement Planning, Disability Insurance, Estate Planning, Annuities, Series 7
Education
Villanova University 1967 — 1971
BA, Psychology
The American College 1973 — 1983
CLU, Life Insurance
The American College 1983 — 1984
CHFC, Financial Services
Renqiu (Ray) Xiao Renqiu (Ray) Xiao's Guardian Life Insurance Experience June 1992 - August 2008
Job Director & Group Actuary at AIG
Industry Insurance
Matthew Ouellette, CFP® Matthew Ouellette, CFP®'s Guardian Life Insurance Experience March 2001 - January 2004
Job CERTIFIED FINANCIAL PLANNER™ at SIS Investment Services
Industry Financial Services
Experience
SIS Investment Services April 2008 - Present
Habitat for Humanity of York County 2012 - 2013
Integrity Mutual Funds January 2007 - April 2008
TexIns Solutions January 2005 - January 2007
Jackson National Life February 2004 - January 2005
Guardian Life Insurance March 2001 - January 2004
Orbitex Funds February 2000 - January 2001
Putnam Investments June 1999 - February 2000
Thermo Fisher Scientific January 1996 - June 1999
Skills
Retirement Planning, Investments, Risk Management, 401k, Mutual Funds, Separately Managed..., Variable Annuities, Series 7, Series 63, Series 6, Due Diligence, Insurance, Financial Advisory, Investment Advisory, Retirement, Fixed Annuities, FINRA, Estate Planning, Wealth Management, Strategic Financial..., Alternative Investments, Investment Strategies, Finance, Financial Services, Asset Allocation, Asset Management
Education
The American College 2006 — 2007
CFP® Certification Curriculum, Financial Planning and Services
University of Southern Maine 1986 — 1994
BA, Economics, Business, Political Science
SIS Investment Services April 2008 - Present
Habitat for Humanity of York County 2012 - 2013
Integrity Mutual Funds January 2007 - April 2008
TexIns Solutions January 2005 - January 2007
Jackson National Life February 2004 - January 2005
Guardian Life Insurance March 2001 - January 2004
Orbitex Funds February 2000 - January 2001
Putnam Investments June 1999 - February 2000
Thermo Fisher Scientific January 1996 - June 1999
Skills
Retirement Planning, Investments, Risk Management, 401k, Mutual Funds, Separately Managed..., Variable Annuities, Series 7, Series 63, Series 6, Due Diligence, Insurance, Financial Advisory, Investment Advisory, Retirement, Fixed Annuities, FINRA, Estate Planning, Wealth Management, Strategic Financial..., Alternative Investments, Investment Strategies, Finance, Financial Services, Asset Allocation, Asset Management
Education
The American College 2006 — 2007
CFP® Certification Curriculum, Financial Planning and Services
University of Southern Maine 1986 — 1994
BA, Economics, Business, Political Science
Christi Paurus Christi Paurus's Guardian Life Insurance Experience 2001 - 2002
Job Vice President, Transition Services Operations Manager
Industry Financial Services
Experience
Securian Financial Group 2002 - 2013
Guardian Life Insurance 2001 - 2002
CIGNA Group Insurance 1999 - 2001
Skills
New Business Development, Coaching, Training, Sales Management, Leadership, Salesforce.com..., FINRA Series 6, FINRA Series 63, FINRA Series 26, AIF, Series 63, Business Planning, Account Management, Project Management, Retirement Plan..., Sales Operations, Business Development, B2B, Management
Education
The University of North Dakota 1990 — 1995
Business Administration
Securian Financial Group 2002 - 2013
Guardian Life Insurance 2001 - 2002
CIGNA Group Insurance 1999 - 2001
Skills
New Business Development, Coaching, Training, Sales Management, Leadership, Salesforce.com..., FINRA Series 6, FINRA Series 63, FINRA Series 26, AIF, Series 63, Business Planning, Account Management, Project Management, Retirement Plan..., Sales Operations, Business Development, B2B, Management
Education
The University of North Dakota 1990 — 1995
Business Administration
Jackie Kanas Jackie Kanas's Guardian Life Insurance Experience January 1998 - January 2011
Job Customer Experience Manager at MetLife, Long Island
Industry Financial Services
Experience
MetLife, Long Island June 2013 - Present
AAR Partners October 2011 - November 2012
GUARDIAN LIFE INSURANCE January 1998 - January 2011
EAB (Citi Bank) January 1993 - January 1998
DIME SAVINGS BANK January 1988 - January 1993
GREER DUBOIS ADVERTISING AGENCY January 1982 - January 1987
Skills
Publishing, Creative Direction, Media Planning, Social Media Marketing, Event Management, Brand Development, Public Relations, B2B, Online Advertising, Strategy, Sales, Trade Shows, Budgets
Education
Geneseo 1978 — 1982
BA, Communications
SUNY Geneseo 1978 — 1982
Bachelor's degree, Communications
State University of New York
Bachelor of Arts, Communications, Public Relations
MetLife, Long Island June 2013 - Present
AAR Partners October 2011 - November 2012
GUARDIAN LIFE INSURANCE January 1998 - January 2011
EAB (Citi Bank) January 1993 - January 1998
DIME SAVINGS BANK January 1988 - January 1993
GREER DUBOIS ADVERTISING AGENCY January 1982 - January 1987
Skills
Publishing, Creative Direction, Media Planning, Social Media Marketing, Event Management, Brand Development, Public Relations, B2B, Online Advertising, Strategy, Sales, Trade Shows, Budgets
Education
Geneseo 1978 — 1982
BA, Communications
SUNY Geneseo 1978 — 1982
Bachelor's degree, Communications
State University of New York
Bachelor of Arts, Communications, Public Relations
Erika Hetrick Erika Hetrick's Guardian Life Insurance Experience April 2006 - August 2007
Job Operations Manager, Group Benefits
Industry Insurance
Experience
Brown & Knapp Group Benefits, LLC September 2010 - Present
Guardian Life Insurance April 2006 - August 2007
Skills
Disability Insurance, Health Insurance, Life Insurance, Long-term Care, Retirement, Retirement Planning
Education
Stonehill College 1991 — 1995
B.S. Business Administration, Business Management Major; English Minor
Brown & Knapp Group Benefits, LLC September 2010 - Present
Guardian Life Insurance April 2006 - August 2007
Skills
Disability Insurance, Health Insurance, Life Insurance, Long-term Care, Retirement, Retirement Planning
Education
Stonehill College 1991 — 1995
B.S. Business Administration, Business Management Major; English Minor
Cliff Bastedo's Guardian Life Insurance Experience August 2009 - June 2013
Job Sr. Marketing Manager at Johnson & Johnson Health & Wellness Solutions
Industry Marketing and Advertising
Experience
Johnson & Johnson June 2013 - Present
Guardian Life Insurance August 2009 - June 2013
Weight Watchers April 2006 - August 2009
Aetna Global Benefits 2005 - April 2006
Aetna March 2002 - July 2005
Prudential Healthcare/Aetna December 1998 - March 2002
Skills
B2B Marketing Strategy, Advertising, Thought Leadership, Marketing Communications, Digital Marketing, Event Planning, Social Media Marketing, Collateral Production, Graphic Design, Creative Writing, Public Relations, Branding & Identity, Email Marketing, Marketing Strategy, Health Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Arts (B.A.), Communication and Media Studies
Johnson & Johnson June 2013 - Present
Guardian Life Insurance August 2009 - June 2013
Weight Watchers April 2006 - August 2009
Aetna Global Benefits 2005 - April 2006
Aetna March 2002 - July 2005
Prudential Healthcare/Aetna December 1998 - March 2002
Skills
B2B Marketing Strategy, Advertising, Thought Leadership, Marketing Communications, Digital Marketing, Event Planning, Social Media Marketing, Collateral Production, Graphic Design, Creative Writing, Public Relations, Branding & Identity, Email Marketing, Marketing Strategy, Health Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Arts (B.A.), Communication and Media Studies
Steven Carapella's Guardian Life Insurance Experience March 2007 - December 2009
Job Lead Manager Business Development
Industry Financial Services
Experience
Positive Promotions, Inc. September 2008 - December 2009
Guardian Life Insurance March 2007 - December 2009
AXA Distributors August 2000 - February 2006
Skills
Account Management, Adult Education, Performance Consulting, Curriculum Development, Metrics, Sales Management, Instructional Design, Public Speaking, Performance Management, Territory Management, Metrics Reporting, Sales Operations, Sales Presentations, Presentation Coaching, Career Development, Sales Force Development, Business Development, Series 7, Defined Contribution, 401k, 457b, Defined Benefit, Training, Leadership, Talent Management, Mutual Funds, Salesforce Training, Fixed Annuities, Retirement Planning, Sales, Series 63, Financial Services, Retirement, Series 6, Insurance, Succession Planning, Coaching, Series 24, Financial Advisory, Wealth Management, Investment Advisory, Employee Benefits, Relationship Management, Series 65, Life Insurance, Strategic Planning, Securities, FINRA, Asset Allocation, Investments
Education
State University of New York at Stony Brook 1990 — 1996
B.A., Business Management
Syosset High School 1986 — 1990
Positive Promotions, Inc. September 2008 - December 2009
Guardian Life Insurance March 2007 - December 2009
AXA Distributors August 2000 - February 2006
Skills
Account Management, Adult Education, Performance Consulting, Curriculum Development, Metrics, Sales Management, Instructional Design, Public Speaking, Performance Management, Territory Management, Metrics Reporting, Sales Operations, Sales Presentations, Presentation Coaching, Career Development, Sales Force Development, Business Development, Series 7, Defined Contribution, 401k, 457b, Defined Benefit, Training, Leadership, Talent Management, Mutual Funds, Salesforce Training, Fixed Annuities, Retirement Planning, Sales, Series 63, Financial Services, Retirement, Series 6, Insurance, Succession Planning, Coaching, Series 24, Financial Advisory, Wealth Management, Investment Advisory, Employee Benefits, Relationship Management, Series 65, Life Insurance, Strategic Planning, Securities, FINRA, Asset Allocation, Investments
Education
State University of New York at Stony Brook 1990 — 1996
B.A., Business Management
Syosset High School 1986 — 1990
Amar Kapadia Amar Kapadia's Guardian Life Insurance Experience May 2006 - May 2010
Job ABAP Systems Analyst at Aesculap
Industry Medical Devices
Experience
Aesculap March 2014 - Present
Aesculap September 2010 - March 2014
Guardian Life Insurance May 2006 - May 2010
Guardian Life Insurance October 2001 - May 2007
Day-Timer 1996 - 2001
Skills
SQL, Visual C#, Visual Basic, Software Development, Software Installation, SQL Server Management..., Technical Support, Crystal Reports, Microsoft Excel, Citrix Metaframe, Thermal Printers, Barcode Scanners, T-SQL Stored Procedures, Visio, Integration, Troubleshooting, Windows, Access, Lotus Notes, Project Management, Customer Service, SharePoint, IT Management, Software Documentation, Call Centers, Analysis, Process Improvement, Cross-functional Team..., Vendor Management, Business Analysis, Data Analysis, Quality Assurance, Databases, Team Leadership
Education
Pennsylvania State University 1986 — 1990
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Aesculap March 2014 - Present
Aesculap September 2010 - March 2014
Guardian Life Insurance May 2006 - May 2010
Guardian Life Insurance October 2001 - May 2007
Day-Timer 1996 - 2001
Skills
SQL, Visual C#, Visual Basic, Software Development, Software Installation, SQL Server Management..., Technical Support, Crystal Reports, Microsoft Excel, Citrix Metaframe, Thermal Printers, Barcode Scanners, T-SQL Stored Procedures, Visio, Integration, Troubleshooting, Windows, Access, Lotus Notes, Project Management, Customer Service, SharePoint, IT Management, Software Documentation, Call Centers, Analysis, Process Improvement, Cross-functional Team..., Vendor Management, Business Analysis, Data Analysis, Quality Assurance, Databases, Team Leadership
Education
Pennsylvania State University 1986 — 1990
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Frank Voehl Frank Voehl's Guardian Life Insurance Experience May 1966 - March 1979
Job
Industry Management Consulting
Experience
Strategy Associates January 1992 - Present
Harrington Institute May 2002 - Present
Premier Performance Network May 1995 - Present
Nova Southeastern University January 2011 - January 2013
Premier Performance Network January 2002 - April 2011
IBM Global Services January 2001 - April 2011
IBM January 1994 - December 2010
FPL Qualtec Quality Services June 1985 - November 1991
IBM March 1978 - February 1980
Guardian Life Insurance May 1966 - March 1979
Skills
Integrated Marketing, Six Sigma, Business Process..., Performance Management, Change Leadership, Projects, Business, Change Management, Business Process..., Project Management, Integration, Strategy, Program Management, Mentoring, Analysis, Manufacturing, Entrepreneurship, Kaizen, Process Improvement, Recruiting, Quality Management, Cross-functional Team..., Project Planning, Organizational..., Management Consulting, Lean Manufacturing, Problem Solving, Leadership, Process Management, Business Strategy, Management, Continuous Improvement, Training, Performance Improvement, Start-ups, Business Analysis, Leadership Development, Team Building, Quality Assurance, Strategic Planning, Process Engineering, Business Transformation, Budgets, Business Intelligence, Operations Management, Operational Excellence, Business Development, Coaching, Business Process, Supply Chain
Education
St. John's University 1960 — 1968
BSIE, Industrial Engineering
St. John's University 1960 — 1966
BS/ Pre-Law, Industrial Engineering
St. John's University 1960 — 1964
Adult Ed, Pre-Law Option, B
Strategy Associates January 1992 - Present
Harrington Institute May 2002 - Present
Premier Performance Network May 1995 - Present
Nova Southeastern University January 2011 - January 2013
Premier Performance Network January 2002 - April 2011
IBM Global Services January 2001 - April 2011
IBM January 1994 - December 2010
FPL Qualtec Quality Services June 1985 - November 1991
IBM March 1978 - February 1980
Guardian Life Insurance May 1966 - March 1979
Skills
Integrated Marketing, Six Sigma, Business Process..., Performance Management, Change Leadership, Projects, Business, Change Management, Business Process..., Project Management, Integration, Strategy, Program Management, Mentoring, Analysis, Manufacturing, Entrepreneurship, Kaizen, Process Improvement, Recruiting, Quality Management, Cross-functional Team..., Project Planning, Organizational..., Management Consulting, Lean Manufacturing, Problem Solving, Leadership, Process Management, Business Strategy, Management, Continuous Improvement, Training, Performance Improvement, Start-ups, Business Analysis, Leadership Development, Team Building, Quality Assurance, Strategic Planning, Process Engineering, Business Transformation, Budgets, Business Intelligence, Operations Management, Operational Excellence, Business Development, Coaching, Business Process, Supply Chain
Education
St. John's University 1960 — 1968
BSIE, Industrial Engineering
St. John's University 1960 — 1966
BS/ Pre-Law, Industrial Engineering
St. John's University 1960 — 1964
Adult Ed, Pre-Law Option, B
Lee Ann James Lee Ann James's Guardian Life Insurance Experience MarketingLegacy Wealth Management GroupOctober 2008 - Present
Job Marketing at Legacy Wealth Management Group
Industry Insurance
Experience
Guardian Life Insurance MarketingLegacy Wealth Management GroupOctober 2008 - Present
Elan Pharmaceuticals September 2001 - September 2008
Bristol-Myers Squibb 1990 - 2001
Education
The University of Southern Mississippi 1984 — 1990
BS, Marketing
Oak Grove High School 1980 — 1984
High School
Guardian Life Insurance MarketingLegacy Wealth Management GroupOctober 2008 - Present
Elan Pharmaceuticals September 2001 - September 2008
Bristol-Myers Squibb 1990 - 2001
Education
The University of Southern Mississippi 1984 — 1990
BS, Marketing
Oak Grove High School 1980 — 1984
High School
Patricia Radulich Patricia Radulich's Guardian Life Insurance Experience 2002 - Present
Job HR Business Partner at Guardian Life Insurance
Industry Human Resources
Experience
Guardian Life Insurance 2002 - Present
Guardian Life Insurance 2000 - 2002
Skills
Americans with..., Succession Planning, Talent Acquisition, Employee Benefits, Talent Management, Deferred Compensation, Benefits Administration, Coaching, Applicant Tracking..., HRIS, Workforce Planning, Human Resources, Onboarding
Education
State University of New York Empire State College
Business Managment
Guardian Life Insurance 2002 - Present
Guardian Life Insurance 2000 - 2002
Skills
Americans with..., Succession Planning, Talent Acquisition, Employee Benefits, Talent Management, Deferred Compensation, Benefits Administration, Coaching, Applicant Tracking..., HRIS, Workforce Planning, Human Resources, Onboarding
Education
State University of New York Empire State College
Business Managment
John Dante, FSA, MAAA John Dante, FSA, MAAA's Guardian Life Insurance Experience June 1993 - October 2006
Job Director and Actuary, Dental & Vision Pricing at MetLife
Industry Insurance
Experience
MetLife April 2014 - Present
Horizon Blue Cross Blue Shield of New Jersey May 2012 - January 2014
Lehigh Valley Toastmasters July 2011 - June 2012
Dante Actuarial Consulting, LLC June 2009 - May 2012
Blue Cross of Northeastern PA January 2007 - May 2009
Guardian Life Insurance June 1993 - October 2006
MetLife June 1980 - June 1993
Skills
Underwriting, Training/Mentoring, Internal Audit, Insurance, Employee Benefits, Healthcare Pricing, Healthcare Legislation, Actuarial, Analytics, Pricing, Actuarial Science, Reinsurance, Risk Management, Retirement, Health Insurance, Healthcare, Leadership, Life Insurance, Disability Insurance, Process Improvement, Organizational..., Training, Consulting, Managed Care, Brokers, Health Care Reform, Financial Analysis, Financial Risk, Data Analysis, Strategic Financial..., Finance, Analysis, Financial Modeling, Workers Compensation, Health Policy, Competitive Analysis, Predictive Modeling, Health Savings Accounts, Business Planning, Benefits Administration, Strategy, Executive Management, Actuarial Consulting
Education
Stony Brook University 1976 — 1980
BS, Applied Math & Statistics/ Economics
St. Anthony's High School 1972 — 1976
MetLife April 2014 - Present
Horizon Blue Cross Blue Shield of New Jersey May 2012 - January 2014
Lehigh Valley Toastmasters July 2011 - June 2012
Dante Actuarial Consulting, LLC June 2009 - May 2012
Blue Cross of Northeastern PA January 2007 - May 2009
Guardian Life Insurance June 1993 - October 2006
MetLife June 1980 - June 1993
Skills
Underwriting, Training/Mentoring, Internal Audit, Insurance, Employee Benefits, Healthcare Pricing, Healthcare Legislation, Actuarial, Analytics, Pricing, Actuarial Science, Reinsurance, Risk Management, Retirement, Health Insurance, Healthcare, Leadership, Life Insurance, Disability Insurance, Process Improvement, Organizational..., Training, Consulting, Managed Care, Brokers, Health Care Reform, Financial Analysis, Financial Risk, Data Analysis, Strategic Financial..., Finance, Analysis, Financial Modeling, Workers Compensation, Health Policy, Competitive Analysis, Predictive Modeling, Health Savings Accounts, Business Planning, Benefits Administration, Strategy, Executive Management, Actuarial Consulting
Education
Stony Brook University 1976 — 1980
BS, Applied Math & Statistics/ Economics
St. Anthony's High School 1972 — 1976
Timothy Ruscio, CLU Timothy Ruscio, CLU's Guardian Life Insurance Experience January 1982 - January 1989
Job Exclusive Agent at Allstate
Industry Financial Services
Experience
Allstate November 2009 - Present
Ruscio Agency November 2009 - Present
Timothy M. Ruscio, CLU February 2009 - Present
Citizens Investment Services July 2000 - January 2009
Citizens 2004 - 2009
Prudential Financial January 1990 - July 2000
Glens Falls Kiwanis 1990 - 1991
Guardian Life Insurance January 1982 - January 1989
Education
Provided through General Agents and Managers Association
AMTC, Agency Management Training
State University of New York College at Plattsburgh 1973 — 1977
BS Admistrative Science, Business Mgt., Economics, Biology
The American College
CLU, Estate Planning, Financial Planning, Retirement Planning
Allstate November 2009 - Present
Ruscio Agency November 2009 - Present
Timothy M. Ruscio, CLU February 2009 - Present
Citizens Investment Services July 2000 - January 2009
Citizens 2004 - 2009
Prudential Financial January 1990 - July 2000
Glens Falls Kiwanis 1990 - 1991
Guardian Life Insurance January 1982 - January 1989
Education
Provided through General Agents and Managers Association
AMTC, Agency Management Training
State University of New York College at Plattsburgh 1973 — 1977
BS Admistrative Science, Business Mgt., Economics, Biology
The American College
CLU, Estate Planning, Financial Planning, Retirement Planning
Rachel Gonzalez Levy Rachel Gonzalez Levy's Guardian Life Insurance Experience July 2004 - July 2005
Job Director, Organization Development & Effectiveness at Celgene
Industry Pharmaceuticals
Experience
Celgene June 2012 - Present
Daiichi-Sankyo, Inc July 2007 - June 2012
Organon Pharmaceuticals July 2005 - July 2007
Guardian Life Insurance July 2004 - July 2005
Catalyst 2000 - 2004
William M. Mercer Consulting 1998 - 2000
Education
The Graduate Center, City University of New York
Ph.D., Industrial Organizational Psychology
University of California, Riverside 1991 — 1995
BA, Psychology
Celgene June 2012 - Present
Daiichi-Sankyo, Inc July 2007 - June 2012
Organon Pharmaceuticals July 2005 - July 2007
Guardian Life Insurance July 2004 - July 2005
Catalyst 2000 - 2004
William M. Mercer Consulting 1998 - 2000
Education
The Graduate Center, City University of New York
Ph.D., Industrial Organizational Psychology
University of California, Riverside 1991 — 1995
BA, Psychology
Robin Cooley, PHR , SHRM-CP Robin Cooley, PHR , SHRM-CP's Guardian Life Insurance Experience November 1999 - July 2001
Job Human Resources at Mascott Equipment Co Inc
Industry Human Resources
Experience
Mascott Equipment Co Inc June 2015 - Present
Jireh Semiconductor April 2012 - January 2015
Simplex Manufacturing Co July 2006 - February 2012
Fios, Inc. June 2005 - June 2006
Patterson-Kelley July 2001 - January 2005
Guardian Life Insurance November 1999 - July 2001
CVS October 1998 - November 1999
Skills
Benefits Administration, Employee Relations, Human Resources, Employee Benefits, ADP Payroll, Kronos, New Hire Orientations, Temporary Placement, Accounting, Payroll, Performance Management, Hiring, Recruiting, Management, Onboarding, Talent Acquisition, Accounts Payable, Accounts Receivable, Credit Analysis, Ceridian, College Recruiting, Compensation & Benefit, Deferred Compensation, Workforce Planning, Job Descriptions, Policy, Workers Compensation, Applicant Tracking..., Customer Service, Time Management, FMLA, Open Enrollment, Labor Relations, Succession Planning, HR Policies, Union, Personnel Management, Interviews, ADP, Ceridian Payroll, Retail Management, Restaurant Management, Payroll Processing, Multi State Payroll, Union Payroll
Education
Portland State University 2012 — 2014
Certificate of Human Resource Management, Human Resources Management
Western International University 1993 — 1995
BA, Accounting
Platt College 1984 — 1986
Associate, Business Management
Mascott Equipment Co Inc June 2015 - Present
Jireh Semiconductor April 2012 - January 2015
Simplex Manufacturing Co July 2006 - February 2012
Fios, Inc. June 2005 - June 2006
Patterson-Kelley July 2001 - January 2005
Guardian Life Insurance November 1999 - July 2001
CVS October 1998 - November 1999
Skills
Benefits Administration, Employee Relations, Human Resources, Employee Benefits, ADP Payroll, Kronos, New Hire Orientations, Temporary Placement, Accounting, Payroll, Performance Management, Hiring, Recruiting, Management, Onboarding, Talent Acquisition, Accounts Payable, Accounts Receivable, Credit Analysis, Ceridian, College Recruiting, Compensation & Benefit, Deferred Compensation, Workforce Planning, Job Descriptions, Policy, Workers Compensation, Applicant Tracking..., Customer Service, Time Management, FMLA, Open Enrollment, Labor Relations, Succession Planning, HR Policies, Union, Personnel Management, Interviews, ADP, Ceridian Payroll, Retail Management, Restaurant Management, Payroll Processing, Multi State Payroll, Union Payroll
Education
Portland State University 2012 — 2014
Certificate of Human Resource Management, Human Resources Management
Western International University 1993 — 1995
BA, Accounting
Platt College 1984 — 1986
Associate, Business Management
Ashlee Carroll Ashlee Carroll's Guardian Life Insurance Experience May 2005 - Present
Job Sr Regional Network Manager at Guardian Life Insurance
Industry Insurance
Experience
Guardian Life Insurance May 2005 - Present
First Horizon Insurance 2004 - 2005
Assurant Employee Benefits 2003 - 2004
CIGNA Healthcare May 1992 - May 2003
Healthsource RX 1995 - 1997
Skills
Health Insurance, Managed Care, Insurance, Medicare, HIPAA, Management, Strategic Planning, Claim, Healthcare, Employee Benefits, Process Improvement, Healthcare Information..., Provider Relations, Dentistry, Healthcare Management, Disability Insurance, Life Insurance
Education
The University of Tennessee at Chattanooga 1990 — 1995
BA, Mass Media Communication - Public Reltaions
Guardian Life Insurance May 2005 - Present
First Horizon Insurance 2004 - 2005
Assurant Employee Benefits 2003 - 2004
CIGNA Healthcare May 1992 - May 2003
Healthsource RX 1995 - 1997
Skills
Health Insurance, Managed Care, Insurance, Medicare, HIPAA, Management, Strategic Planning, Claim, Healthcare, Employee Benefits, Process Improvement, Healthcare Information..., Provider Relations, Dentistry, Healthcare Management, Disability Insurance, Life Insurance
Education
The University of Tennessee at Chattanooga 1990 — 1995
BA, Mass Media Communication - Public Reltaions
Matthew Josepho Matthew Josepho's Guardian Life Insurance Experience July 2002 - Present
Job Group Sales Representative at Guardian Life Insurance
Industry Insurance
Experience
Guardian Life Insurance July 2002 - Present
Guardian Life Insurance March 2009 - February 2012
Skills
Disability Insurance, Employee Benefits, Sales, Group Insurance, Insurance, Life Insurance, Health Insurance, Health Savings Accounts, Term Life Insurance, Brokers, Long-term Care, Underwriting, 401k, Critical Illness, Voluntary Employee..., Accident, COBRA, Long Term Care Insurance, Benefits Administration, Leadership
Education
Ohio University 1998 — 2002
BBA, Finance, Business Pre-Law
Guardian Life Insurance July 2002 - Present
Guardian Life Insurance March 2009 - February 2012
Skills
Disability Insurance, Employee Benefits, Sales, Group Insurance, Insurance, Life Insurance, Health Insurance, Health Savings Accounts, Term Life Insurance, Brokers, Long-term Care, Underwriting, 401k, Critical Illness, Voluntary Employee..., Accident, COBRA, Long Term Care Insurance, Benefits Administration, Leadership
Education
Ohio University 1998 — 2002
BBA, Finance, Business Pre-Law
Paul Karlitz, CLU, CLTC, LUTCF Paul Karlitz, CLU, CLTC, LUTCF's Guardian Life Insurance Experience 1995 - 2007
Job Senior Managing Director at Lenox Advisors, Inc. | Director of Sales West Coast| Wealth Manager | Corporate Benefits
Industry Financial Services
Experience
Lenox Advisors June 2014 - Present
Lenox Advisors, Inc.. February 2007 - Present
Wealth Advisory Group February 1996 - February 2007
Guardian Life Insurance 1995 - 2007
Education
Syracuse University 1989 — 1993
BS, Political Science
Dwight School
Lenox Advisors June 2014 - Present
Lenox Advisors, Inc.. February 2007 - Present
Wealth Advisory Group February 1996 - February 2007
Guardian Life Insurance 1995 - 2007
Education
Syracuse University 1989 — 1993
BS, Political Science
Dwight School
Jeanmarie Dowling Jeanmarie Dowling's Guardian Life Insurance Experience January 2010 - January 2011
Job Consultant Senior Project Manager, PMP
Industry Information Technology and Services
Experience
Fiserv EFT December 2012 - Present
MetLife January 2011 - June 2012
Guardian Life Insurance January 2010 - January 2011
Independent Consultant September 2008 - January 2010
sanofi-aventis March 2008 - September 2008
ETS July 2006 - January 2008
Novartis Pharmaceutical June 2006 - July 2006
Bristol-Myers Squibb September 2003 - December 2005
Merrill Lynch May 1995 - February 2002
Skills
SDLC, PMP, Vendor Management, Change Management, Resource Management, Project Portfolio..., CRM, IT Management, Yellow Belt, SharePoint, Project Management, PMO, Program Management, Business Process, Cross-functional Team..., Business Analysis, ITIL
Education
State University of New York at Oswego
BS, Computer Science
Fiserv EFT December 2012 - Present
MetLife January 2011 - June 2012
Guardian Life Insurance January 2010 - January 2011
Independent Consultant September 2008 - January 2010
sanofi-aventis March 2008 - September 2008
ETS July 2006 - January 2008
Novartis Pharmaceutical June 2006 - July 2006
Bristol-Myers Squibb September 2003 - December 2005
Merrill Lynch May 1995 - February 2002
Skills
SDLC, PMP, Vendor Management, Change Management, Resource Management, Project Portfolio..., CRM, IT Management, Yellow Belt, SharePoint, Project Management, PMO, Program Management, Business Process, Cross-functional Team..., Business Analysis, ITIL
Education
State University of New York at Oswego
BS, Computer Science
Terrance McSweeney Terrance McSweeney's Guardian Life Insurance Experience July 1999 - April 2003
Job IT Technical Support Specialist
Industry Information Technology and Services
Experience
Party Time DJ’s Entertainment May 1985 - Present
Advogent February 2007 - September 2008
Cardinal Health January 2005 - February 2007
Design Strategy Corporation June 2004 - November 2004
Guardian Life insurance July 1999 - April 2003
Mutual Benefit Life December 1986 - July 1999
Education
Chubb Institute 2003 — 2004
Diploma, Network Security
Chubb Institute 1985 — 1986
Diploma, Computer Programming
Rutgers University-New Brunswick 1976 — 1981
B.S., Agricultural Science
Roselle Catholic High School 1972 — 1976
Party Time DJ’s Entertainment May 1985 - Present
Advogent February 2007 - September 2008
Cardinal Health January 2005 - February 2007
Design Strategy Corporation June 2004 - November 2004
Guardian Life insurance July 1999 - April 2003
Mutual Benefit Life December 1986 - July 1999
Education
Chubb Institute 2003 — 2004
Diploma, Network Security
Chubb Institute 1985 — 1986
Diploma, Computer Programming
Rutgers University-New Brunswick 1976 — 1981
B.S., Agricultural Science
Roselle Catholic High School 1972 — 1976
Maurice Samuels Maurice Samuels's Guardian Life Insurance Experience January 2009 - Present
Job Real Estate Agent, Century 21 Award
Industry Financial Services
Experience
Guardian Life Insurance January 2009 - Present
New World Mortgage January 2006 - January 2009
Skills
Disability Insurance, Retirement Planning, Social Media, Long-term Care, Public Speaking, Fixed Annuities, Investments, Sales Presentations, Life Insurance, Insurance, Strategic Financial..., Wealth Management, Social Media Marketing, Marketing Strategy, Salesforce.com, Term Life Insurance, Estate Planning, Business Planning, Event Planning, Sales, Marketing
Education
San Diego State University-California State University 1990 — 1995
journllism
Guardian Life Insurance January 2009 - Present
New World Mortgage January 2006 - January 2009
Skills
Disability Insurance, Retirement Planning, Social Media, Long-term Care, Public Speaking, Fixed Annuities, Investments, Sales Presentations, Life Insurance, Insurance, Strategic Financial..., Wealth Management, Social Media Marketing, Marketing Strategy, Salesforce.com, Term Life Insurance, Estate Planning, Business Planning, Event Planning, Sales, Marketing
Education
San Diego State University-California State University 1990 — 1995
journllism
Susan Bale Susan Bale's Guardian Life Insurance Experience November 1998 - March 1999
Job Executive Sales Representative at AbbVie
Industry Pharmaceuticals
Experience
AbbVie January 2013 - Present
Abbott February 2010 - December 2012
Solvay Pharmaceuticals April 1999 - February 2010
Guardian Life Insurance November 1998 - March 1999
Aetna Health Plans May 1997 - October 1998
Enterprise Rent-A-Car 1992 - 1997
Skills
Pharmaceutical Sales, Urology, Endocrinology, Cardiology, Oncology, Primary Care Physicians, HIV, Hypertension, Neurology, Sales Force Development, Hospital Sales, Pharmaceutical Industry, Gastroenterology, Rheumatology, Managed Care, Pulmonology
Education
Tennessee Technological University 1988 — 1992
BS, Business Management
AbbVie January 2013 - Present
Abbott February 2010 - December 2012
Solvay Pharmaceuticals April 1999 - February 2010
Guardian Life Insurance November 1998 - March 1999
Aetna Health Plans May 1997 - October 1998
Enterprise Rent-A-Car 1992 - 1997
Skills
Pharmaceutical Sales, Urology, Endocrinology, Cardiology, Oncology, Primary Care Physicians, HIV, Hypertension, Neurology, Sales Force Development, Hospital Sales, Pharmaceutical Industry, Gastroenterology, Rheumatology, Managed Care, Pulmonology
Education
Tennessee Technological University 1988 — 1992
BS, Business Management
Carol Fuller, BSN, MBA, RN, CCM, COHN-S, CRRN Carol Fuller, BSN, MBA, RN, CCM, COHN-S, CRRN's Guardian Life Insurance Experience February 2007 - October 2009
Job RN
Industry Hospital & Health Care
Experience
Guardian Life Insurance February 2007 - October 2009
Kimberly-Clark 2004 - 2006
Nurses PRN February 2003 - March 2004
Concentra November 1998 - November 1999
Elliot Hospital 1992 - 1998
Liberty Mutual May 1989 - September 1992
Skills
Cpr Certified, Healthcare, Teamwork, Customer Service, Microsoft Office, Customer Relations, Problem Solving, Coaching, Training, Management, Nursing, Process Improvement, Insurance, Marketing, Budgets, Leadership, Team Building
Education
Southern New Hampshire University 1999 — 2001
Master's Degree, Business w/certificate in Marketing
Southern New Hampshire University 1986 — 1989
Bachelor's Degree in Science, Business
Fox Valley Technical College 1977 — 1980
Associate Degree, Nursing
Guardian Life Insurance February 2007 - October 2009
Kimberly-Clark 2004 - 2006
Nurses PRN February 2003 - March 2004
Concentra November 1998 - November 1999
Elliot Hospital 1992 - 1998
Liberty Mutual May 1989 - September 1992
Skills
Cpr Certified, Healthcare, Teamwork, Customer Service, Microsoft Office, Customer Relations, Problem Solving, Coaching, Training, Management, Nursing, Process Improvement, Insurance, Marketing, Budgets, Leadership, Team Building
Education
Southern New Hampshire University 1999 — 2001
Master's Degree, Business w/certificate in Marketing
Southern New Hampshire University 1986 — 1989
Bachelor's Degree in Science, Business
Fox Valley Technical College 1977 — 1980
Associate Degree, Nursing
Roger Correa, LUTCF's Guardian Life Insurance Experience April 2001 - September 2007
Job Vice President, AXA Advisors, LLC
Industry Insurance
Experience
AXA Advisors January 2015 - Present
New York Life Insurance Company December 2014 - December 2014
New York Life Insurance June 2011 - December 2014
New York Life Insurance Company October 2007 - June 2011
Guardian Life Insurance April 2001 - September 2007
Empretec Brazil January 1998 - February 1999
Skills
Investment Planning, Insurance Planning, Estate Planning..., Retirement Planning, Risk Management, Business Succession...
Education
Pontifícia Universidade Católica de São Paulo 1991 — 1995
Bachelor, Economics
anglo latino
AXA Advisors January 2015 - Present
New York Life Insurance Company December 2014 - December 2014
New York Life Insurance June 2011 - December 2014
New York Life Insurance Company October 2007 - June 2011
Guardian Life Insurance April 2001 - September 2007
Empretec Brazil January 1998 - February 1999
Skills
Investment Planning, Insurance Planning, Estate Planning..., Retirement Planning, Risk Management, Business Succession...
Education
Pontifícia Universidade Católica de São Paulo 1991 — 1995
Bachelor, Economics
anglo latino
Nehama Strassberg's Guardian Life Insurance Experience 2002 - 2004
Job Senior Director at Avanade
Industry Information Technology and Services
Experience
Avanade November 2014 - Present
Avanade May 2012 - Present
Cover-All Technologies April 2010 - May 2012
Moore Stephens Business Solutions 2005 - June 2010
TechPar 2004 - 2005
Guardian Life Insurance 2002 - 2004
Connect Systems Inc. 1999 - 2002
Image Architects 1993 - 1999
AfterSchool Workshop 1988 - 1990
Skills
Data Warehousing, Insurance, Business Intelligence, Business Analysis, Change Management, Requirements Analysis, Customer Relations, Program Management, Business Process, Process Engineering, Process Improvement, Management Consulting, Strategy, Business Process..., Project Portfolio..., Solution Architecture, Business Strategy, Business Process Design, Data Modeling, Visio, SQL, IT Strategy, Project Management, Master Data Management, SSIS, Requirements Gathering, Business Requirements, Customer Service, Integration, SDLC, Vendor Management, Agile Methodologies, PMO, IT Management, ETL, Business Transformation, Enterprise Architecture
Education
San Diego State University-California State University 1974 — 1978
BSc, Biology/Genetics
Crawford High School
Avanade November 2014 - Present
Avanade May 2012 - Present
Cover-All Technologies April 2010 - May 2012
Moore Stephens Business Solutions 2005 - June 2010
TechPar 2004 - 2005
Guardian Life Insurance 2002 - 2004
Connect Systems Inc. 1999 - 2002
Image Architects 1993 - 1999
AfterSchool Workshop 1988 - 1990
Skills
Data Warehousing, Insurance, Business Intelligence, Business Analysis, Change Management, Requirements Analysis, Customer Relations, Program Management, Business Process, Process Engineering, Process Improvement, Management Consulting, Strategy, Business Process..., Project Portfolio..., Solution Architecture, Business Strategy, Business Process Design, Data Modeling, Visio, SQL, IT Strategy, Project Management, Master Data Management, SSIS, Requirements Gathering, Business Requirements, Customer Service, Integration, SDLC, Vendor Management, Agile Methodologies, PMO, IT Management, ETL, Business Transformation, Enterprise Architecture
Education
San Diego State University-California State University 1974 — 1978
BSc, Biology/Genetics
Crawford High School
Simona Sauca's Guardian Life Insurance Experience February 2008 - August 2009
Job Senior Treasury Analyst at Endurance
Industry Accounting
Experience
Endurance March 2011 - Present
Endurance February 2010 - March 2011
Guardian Life Insurance February 2008 - August 2009
Lawyer's Title Company October 2006 - January 2008
Skills
Accounts Payable, Accounts Receivable, General Ledger, Account Reconciliation, Cash Flow, Forecasting, Analysis, PeopleSoft, Microsoft Excel, Customer Service, Balance, Foreign Exchange, Collateral, Cash Management, Accounting, Bank Reconciliation, Banking Relationships
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance and Financial Management Services
Spiru Haret University, Bucharest, Romania 2001 — 2005
B.A, Accounting
Endurance March 2011 - Present
Endurance February 2010 - March 2011
Guardian Life Insurance February 2008 - August 2009
Lawyer's Title Company October 2006 - January 2008
Skills
Accounts Payable, Accounts Receivable, General Ledger, Account Reconciliation, Cash Flow, Forecasting, Analysis, PeopleSoft, Microsoft Excel, Customer Service, Balance, Foreign Exchange, Collateral, Cash Management, Accounting, Bank Reconciliation, Banking Relationships
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance and Financial Management Services
Spiru Haret University, Bucharest, Romania 2001 — 2005
B.A, Accounting
Beverly Noble Beverly Noble's Guardian Life Insurance Experience 2009 - September 2011
Job Cook, Recipe Creator, and Author at A Lifetime of Recipes
Industry Food & Beverages
Experience
A Lifetime of Recipes January 2011 - October 2013
Guardian Life Insurance 2009 - September 2011
Carlsbad Chamber of Commerce 2009 - 2010
San Jacinto High School August 2008 - June 2009
Dinuba High School August 1999 - June 2008
Ventures Education Systems Corp October 1998 - July 1999
American Express Financial Advisors January 1992 - October 1998
King City High School August 1990 - June 1992
Hesperia Junior High School September 1986 - June 1990
Skills
Teaching, Public Speaking, Writing, Cooking, Small Business, Tutoring, Marketing, Event Planning, Instructional Design, Blogging, Editing, Coaching, Copywriting, Staff Development, Social Networking, Personal Development, Creative Writing, Public Relations, Curriculum Design, Educational Consulting, Curriculum Development, Books, Published Author, Event Management, Customer Service, Higher Education, Nutrition, Microsoft Office, Entrepreneurship, Strategic Planning, Community Outreach, Research, Volunteer Management, Online Advertising, Leadership Development, Training, Team Building, Social Media, Advertising, Program Development, Non-profits, Budgets, Newsletters, Freelance Writing, Marketing Communications, Fundraising, Marketing Strategy, Social Media Marketing, Leadership, Program Management
Education
University of California, Irvine 1972 — 1973
Credential, Education
University of California, Irvine 1966 — 1970
BA, Social Science, Mathematics
Pomona High School 1962 — 1966
Palomar College
A Lifetime of Recipes January 2011 - October 2013
Guardian Life Insurance 2009 - September 2011
Carlsbad Chamber of Commerce 2009 - 2010
San Jacinto High School August 2008 - June 2009
Dinuba High School August 1999 - June 2008
Ventures Education Systems Corp October 1998 - July 1999
American Express Financial Advisors January 1992 - October 1998
King City High School August 1990 - June 1992
Hesperia Junior High School September 1986 - June 1990
Skills
Teaching, Public Speaking, Writing, Cooking, Small Business, Tutoring, Marketing, Event Planning, Instructional Design, Blogging, Editing, Coaching, Copywriting, Staff Development, Social Networking, Personal Development, Creative Writing, Public Relations, Curriculum Design, Educational Consulting, Curriculum Development, Books, Published Author, Event Management, Customer Service, Higher Education, Nutrition, Microsoft Office, Entrepreneurship, Strategic Planning, Community Outreach, Research, Volunteer Management, Online Advertising, Leadership Development, Training, Team Building, Social Media, Advertising, Program Development, Non-profits, Budgets, Newsletters, Freelance Writing, Marketing Communications, Fundraising, Marketing Strategy, Social Media Marketing, Leadership, Program Management
Education
University of California, Irvine 1972 — 1973
Credential, Education
University of California, Irvine 1966 — 1970
BA, Social Science, Mathematics
Pomona High School 1962 — 1966
Palomar College
Jonathan (Jon) Berniger Jonathan (Jon) Berniger's Guardian Life Insurance Experience 2002 - 2008
Job Vice President of Sales / Financial Advocate at 21st Century Financial, Inc.
Industry Financial Services
Experience
21st Century Financial, Inc. March 2010 - Present
Central Ohio Agency of Guardian Life Insurance Company July 2002 - February 2010
Guardian Life Insurance 2002 - 2008
Skills
FINRA, Securities, Investment Advisory, Fixed Annuities, Retirement Planning, Estate Planning, Disability Insurance
Education
The Ohio State University 1987 — 1993
BS, Human Ecology
21st Century Financial, Inc. March 2010 - Present
Central Ohio Agency of Guardian Life Insurance Company July 2002 - February 2010
Guardian Life Insurance 2002 - 2008
Skills
FINRA, Securities, Investment Advisory, Fixed Annuities, Retirement Planning, Estate Planning, Disability Insurance
Education
The Ohio State University 1987 — 1993
BS, Human Ecology
Jimmy Rogers, CFP®, ChFC® Jimmy Rogers, CFP®, ChFC®'s Guardian Life Insurance Experience September 2003 - June 2007
Job Vice President at Hamilton Capital Management
Industry Financial Services
Experience
Hamilton Capital Management May 2015 - Present
Hamilton Capital Management April 2011 - Present
Ohio CASA March 2010 - February 2015
WealthStone, Inc. June 2007 - March 2011
Guardian Life Insurance September 2003 - June 2007
Skills
Marketing, Management Consulting, Business Strategy, Leadership, Asset Managment, Investment Management, Wealth Management, Retirement Planning, 401k, Portfolio Management, Retirement, Estate Planning, Fixed Annuities, Mutual Funds, Asset Management, Financial Advisory, Wealth, Investments, Strategic Financial..., Finance, Investment Advisory, Asset Allocation, Investment Strategies, Alternative Investments, Securities, Series 7, Equities
Education
The Ohio State University Fisher College of Business 2008 — 2008
Certificate in Financial Planning
Princeton University 1999 — 2003
Bachelor of Arts, Psychology
Upper Arlington High School 1995 — 1999
Hamilton Capital Management May 2015 - Present
Hamilton Capital Management April 2011 - Present
Ohio CASA March 2010 - February 2015
WealthStone, Inc. June 2007 - March 2011
Guardian Life Insurance September 2003 - June 2007
Skills
Marketing, Management Consulting, Business Strategy, Leadership, Asset Managment, Investment Management, Wealth Management, Retirement Planning, 401k, Portfolio Management, Retirement, Estate Planning, Fixed Annuities, Mutual Funds, Asset Management, Financial Advisory, Wealth, Investments, Strategic Financial..., Finance, Investment Advisory, Asset Allocation, Investment Strategies, Alternative Investments, Securities, Series 7, Equities
Education
The Ohio State University Fisher College of Business 2008 — 2008
Certificate in Financial Planning
Princeton University 1999 — 2003
Bachelor of Arts, Psychology
Upper Arlington High School 1995 — 1999
Kevin J Lane Kevin J Lane's Guardian Life Insurance Experience July 2006 - February 2013
Job National Director, Insurance Recruiting at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2015 - Present
The Guardian Life Insurance Company of America February 2013 - February 2015
Guardian Life Insurance July 2006 - February 2013
John Hancock October 2004 - July 2006
MetLife Broker Dealer Group February 2003 - October 2004
FundQuest Inc 2000 - 2002
New England Life Brokerage 1995 - 2000
Skills
Leadership, Recruiting, Management, Relationship Management, Business Networking, Insurance, Marketing Strategy, Distribution Strategies, Brand Development, Training, Marketing, Strategy, Life Brokerage, Growing Revenue, Professional Networking, Experience in Career..., Institutional Sales, Business Coaching, Financial Services, Sales, Life Insurance, Strategic Planning, Sales Management, Negotiation, Business Development, Relationship Building
Education
Suffolk University
Ameriprise Financial Services, Inc. September 2015 - Present
The Guardian Life Insurance Company of America February 2013 - February 2015
Guardian Life Insurance July 2006 - February 2013
John Hancock October 2004 - July 2006
MetLife Broker Dealer Group February 2003 - October 2004
FundQuest Inc 2000 - 2002
New England Life Brokerage 1995 - 2000
Skills
Leadership, Recruiting, Management, Relationship Management, Business Networking, Insurance, Marketing Strategy, Distribution Strategies, Brand Development, Training, Marketing, Strategy, Life Brokerage, Growing Revenue, Professional Networking, Experience in Career..., Institutional Sales, Business Coaching, Financial Services, Sales, Life Insurance, Strategic Planning, Sales Management, Negotiation, Business Development, Relationship Building
Education
Suffolk University
Gretchen Breitzman Gretchen Breitzman's Guardian Life Insurance Experience September 1988 - October 1993
Job Retired and enjoying time to pursue personal interests and family.
Industry Health, Wellness and Fitness
Experience
Retired and enjoying time to pursue personal interests and family. July 2015 - Present
Navitus Health Solutions August 2013 - July 2015
Humana January 2011 - August 2013
Guardian Insurance Company October 1993 - April 2010
Guardian Life Insurance September 1988 - October 1993
Guardian Life Insurance July 1987 - September 1988
Guardian Life Insurance January 1986 - July 1987
Appleton Family Practice August 1979 - January 1986
Skills
Process Improvement, Project Management, Microsoft Office, Healthcare, Project Planning, Analysis, Leadership Development, Budgets, Quality Assurance, Business Process..., Operations Management, Risk Management, Microsoft Excel, Health Insurance, Cost/Benefit Analysis, Building Strong..., Building Effective..., Critical Thinking, Medical Terminology, Human Resources, Employee Benefits, Training, Time Management, Customer Satisfaction, Cost Benefit, Performance Management, Claim, Organizational..., Data Analysis, Microsoft Word, Medicare, Account Management, Employee Training, Employee Relations, Strategy, Teamwork, Software Documentation, Performance Improvement, Organizational..., Sales, CRM, Life Insurance, Workshop Facilitation, Fundraising, Marketing, Lotus Notes
Education
Ripon College
Bachelor of Science, Anthropology
Retired and enjoying time to pursue personal interests and family. July 2015 - Present
Navitus Health Solutions August 2013 - July 2015
Humana January 2011 - August 2013
Guardian Insurance Company October 1993 - April 2010
Guardian Life Insurance September 1988 - October 1993
Guardian Life Insurance July 1987 - September 1988
Guardian Life Insurance January 1986 - July 1987
Appleton Family Practice August 1979 - January 1986
Skills
Process Improvement, Project Management, Microsoft Office, Healthcare, Project Planning, Analysis, Leadership Development, Budgets, Quality Assurance, Business Process..., Operations Management, Risk Management, Microsoft Excel, Health Insurance, Cost/Benefit Analysis, Building Strong..., Building Effective..., Critical Thinking, Medical Terminology, Human Resources, Employee Benefits, Training, Time Management, Customer Satisfaction, Cost Benefit, Performance Management, Claim, Organizational..., Data Analysis, Microsoft Word, Medicare, Account Management, Employee Training, Employee Relations, Strategy, Teamwork, Software Documentation, Performance Improvement, Organizational..., Sales, CRM, Life Insurance, Workshop Facilitation, Fundraising, Marketing, Lotus Notes
Education
Ripon College
Bachelor of Science, Anthropology
Christopher Schwantz Christopher Schwantz's Guardian Life Insurance Experience February 2002 - February 2004
Job Associate Agent at Barton, Fenstermaker, Wing and Associates
Industry Insurance
Experience
Barton, Fenstermaker, Wing and Associates September 2008 - Present
The Ideal Plan, Inc. March 2004 - September 2008
Guardian Life Insurance February 2002 - February 2004
Northwestern Mutual Life September 1988 - February 2001
Education
The University of Georgia 1975 — 1979
Bachelors of Science, Agricultual Economics
Barton, Fenstermaker, Wing and Associates September 2008 - Present
The Ideal Plan, Inc. March 2004 - September 2008
Guardian Life Insurance February 2002 - February 2004
Northwestern Mutual Life September 1988 - February 2001
Education
The University of Georgia 1975 — 1979
Bachelors of Science, Agricultual Economics
Andrew Hamilton Andrew Hamilton's Guardian Life Insurance Experience May 2008 - April 2010
Job
Industry Real Estate
Experience
Cushman & Wakefield May 2010 - Present
Guardian Life Insurance May 2008 - April 2010
Travelers April 2007 - April 2008
Accenture February 1997 - April 2008
City of New York June 2006 - March 2007
Qwest Communications October 2005 - May 2006
Qwest Wireless June 2005 - September 2005
Bausch & Lomb May 2003 - May 2005
Skills
Accounts Payable, Business Analysis, Business Process..., Corporate Finance, Enterprise Software, Finance, General Ledger, HRIS, Human Resources, Integration, Leadership, Management, PMO, PeopleSoft, Process Improvement, Procurement, Program Management, Project Management, Recruiting, Requirements Analysis, SDLC, Sarbanes-Oxley Act, Supply Chain, Supply Chain Management, Vendor Management
Education
The George Washington University 1997 — 1999
MA, Human Resource Development
The George Washington University 1993 — 1997
BA, Psychology
Cushman & Wakefield May 2010 - Present
Guardian Life Insurance May 2008 - April 2010
Travelers April 2007 - April 2008
Accenture February 1997 - April 2008
City of New York June 2006 - March 2007
Qwest Communications October 2005 - May 2006
Qwest Wireless June 2005 - September 2005
Bausch & Lomb May 2003 - May 2005
Skills
Accounts Payable, Business Analysis, Business Process..., Corporate Finance, Enterprise Software, Finance, General Ledger, HRIS, Human Resources, Integration, Leadership, Management, PMO, PeopleSoft, Process Improvement, Procurement, Program Management, Project Management, Recruiting, Requirements Analysis, SDLC, Sarbanes-Oxley Act, Supply Chain, Supply Chain Management, Vendor Management
Education
The George Washington University 1997 — 1999
MA, Human Resource Development
The George Washington University 1993 — 1997
BA, Psychology
Cathy Yesenosky Cathy Yesenosky's Guardian Life Insurance Experience 2009 - 2011
Job Head of Information Risk Management at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
UBS 2011 - May 2014
Guardian Life Insurance 2009 - 2011
Citigroup 2007 - 2008
Citigroup 2004 - 2007
JPMorgan Chase 2000 - 2004
Skills
Risk, Risk Management, Risk Mitigation, IT Risk, Security, Data Privacy, Operational Risk..., Business Planning, Compliance, IT Governance, Program Management, Governance, Information Technology, Financial Risk, Operational Risk, Business Continuity, Management, IT Risk Management, Information Security..., IT Audit, ISO 27001, Financial Services, Enterprise Risk..., Computer Security, Information Security, CISSP
Education
New York University - Leonard N. Stern School of Business
MBA, Information Technology
City University of New York-Queens College
BA, Computer Science
New York Life Insurance Company August 2014 - Present
UBS 2011 - May 2014
Guardian Life Insurance 2009 - 2011
Citigroup 2007 - 2008
Citigroup 2004 - 2007
JPMorgan Chase 2000 - 2004
Skills
Risk, Risk Management, Risk Mitigation, IT Risk, Security, Data Privacy, Operational Risk..., Business Planning, Compliance, IT Governance, Program Management, Governance, Information Technology, Financial Risk, Operational Risk, Business Continuity, Management, IT Risk Management, Information Security..., IT Audit, ISO 27001, Financial Services, Enterprise Risk..., Computer Security, Information Security, CISSP
Education
New York University - Leonard N. Stern School of Business
MBA, Information Technology
City University of New York-Queens College
BA, Computer Science
Ryan Perrino's Guardian Life Insurance Experience March 2009 - May 2009
Job Advisor Teaming Consultant at MetLife
Industry Financial Services
Experience
MetLife July 2014 - Present
New York Life Insurance Company February 2010 - June 2014
Guardian Life Insurance March 2009 - May 2009
Starwood Hotels & Resorts August 2007 - April 2008
Booz Allen Hamilton October 2006 - May 2007
Pierce Mattie Public Relations 2004 - 2006
Skills
Public Relations, Marketing Communications, Press Releases, Copywriting, Corporate Communications, Advertising, Strategic Communications, Event Management, Marketing, Newsletters, Editing, Public Speaking, Strategic Planning, Internal Communications, Strategy, Leadership
Education
Towson University 2001 — 2004
Bachelors of Science, Mass Communications- Public Relations
MetLife July 2014 - Present
New York Life Insurance Company February 2010 - June 2014
Guardian Life Insurance March 2009 - May 2009
Starwood Hotels & Resorts August 2007 - April 2008
Booz Allen Hamilton October 2006 - May 2007
Pierce Mattie Public Relations 2004 - 2006
Skills
Public Relations, Marketing Communications, Press Releases, Copywriting, Corporate Communications, Advertising, Strategic Communications, Event Management, Marketing, Newsletters, Editing, Public Speaking, Strategic Planning, Internal Communications, Strategy, Leadership
Education
Towson University 2001 — 2004
Bachelors of Science, Mass Communications- Public Relations
Peter Freeman Peter Freeman's Guardian Life Insurance Experience May 1989 - August 2000
Job Employee Benefits Manager GA, AL, E.TN at The Standard
Industry Insurance
Experience
The Standard September 2015 - Present
Principal Financial Group March 2012 - Present
Alliant Insurance December 2005 - March 2012
Johnson & Bryan August 2000 - December 2005
Guardian Life Insurance May 1989 - August 2000
Skills
Brokers, Disability Insurance, Employee Benefits, Property & Casualty..., Underwriting, Insurance, Health Insurance, Sales, New Business Development, Customer Service, Marketing, Life Insurance, Negotiation, Health Savings Accounts, Benefits Administration, Dentistry, Account Management, Commercial Insurance, 401k, Leadership, Term Life Insurance, COBRA, Long-term Care, Long Term Care Insurance, Retirement, Claim, Group Insurance, Fixed Annuities, Workers Compensation, Professional Liability, Group Medical, Retirement Planning, Accident, Critical Illness, Voluntary Employee..., Universal Life, Health Care Reform, Umbrella Insurance, Financial Planners, Flexible Spending..., Self-funded, IRAs, Legal Liability, Strategic Planning, Sales Management, Team Building, Management, Risk Management
Education
University of Georgia 1983 — 1988
Major: Bachelor of Science Eductaion, Minor: Management
University of Georgia - College of Education
Bachelor of Science (B.S.), Business Education
The Standard September 2015 - Present
Principal Financial Group March 2012 - Present
Alliant Insurance December 2005 - March 2012
Johnson & Bryan August 2000 - December 2005
Guardian Life Insurance May 1989 - August 2000
Skills
Brokers, Disability Insurance, Employee Benefits, Property & Casualty..., Underwriting, Insurance, Health Insurance, Sales, New Business Development, Customer Service, Marketing, Life Insurance, Negotiation, Health Savings Accounts, Benefits Administration, Dentistry, Account Management, Commercial Insurance, 401k, Leadership, Term Life Insurance, COBRA, Long-term Care, Long Term Care Insurance, Retirement, Claim, Group Insurance, Fixed Annuities, Workers Compensation, Professional Liability, Group Medical, Retirement Planning, Accident, Critical Illness, Voluntary Employee..., Universal Life, Health Care Reform, Umbrella Insurance, Financial Planners, Flexible Spending..., Self-funded, IRAs, Legal Liability, Strategic Planning, Sales Management, Team Building, Management, Risk Management
Education
University of Georgia 1983 — 1988
Major: Bachelor of Science Eductaion, Minor: Management
University of Georgia - College of Education
Bachelor of Science (B.S.), Business Education
Gary Miller, PMP Gary Miller, PMP's Guardian Life Insurance Experience December 2007 - June 2014
Job Vice President, Technology Project Manager III
Industry Information Technology and Services
Experience
TD May 2015 - Present
Open Systems Technologies/Bank of America August 2014 - May 2015
Guardian Life Insurance December 2007 - June 2014
Educational Testing Services (ETS) September 2003 - December 2007
Wachovia Bank March 2002 - September 2003
Prudential Financial July 1997 - February 2002
MetLife September 1992 - July 1997
General Chemical June 1990 - August 1992
Ricoh Americas Corporation June 1988 - May 1990
William and Watts January 1987 - May 1988
Skills
MS Project, Program Management, Software Project..., Change Management, Project Planning, Project Coordination, Programming, Problem Solving, Project Execution, Project Delivery, Software Implementation, Web Development, Customer Service, Team Management, Team Leadership, User Experience, Visual Basic, SDLC, IT Management, Business Analysis, Access, Business Requirements, PMP, Application Development, PMO, Cross-functional Team..., Requirements Gathering, Solution Design, Team Building, Analysis, Software Development, Agile Project Management, SQL, Visio, Systems Analysis, Project Management, Stakeholder Engagement, Stakeholder Management, Enterprise Architecture, Vendor Management, Resource Management, IT Strategy, Solution Architecture, Business Process, Business Process..., Microsoft SQL Server, Oracle, IT Service Management, IT Operations, Agile Methodologies
Education
Ramapo College of New Jersey
BS, Business Administration
TD May 2015 - Present
Open Systems Technologies/Bank of America August 2014 - May 2015
Guardian Life Insurance December 2007 - June 2014
Educational Testing Services (ETS) September 2003 - December 2007
Wachovia Bank March 2002 - September 2003
Prudential Financial July 1997 - February 2002
MetLife September 1992 - July 1997
General Chemical June 1990 - August 1992
Ricoh Americas Corporation June 1988 - May 1990
William and Watts January 1987 - May 1988
Skills
MS Project, Program Management, Software Project..., Change Management, Project Planning, Project Coordination, Programming, Problem Solving, Project Execution, Project Delivery, Software Implementation, Web Development, Customer Service, Team Management, Team Leadership, User Experience, Visual Basic, SDLC, IT Management, Business Analysis, Access, Business Requirements, PMP, Application Development, PMO, Cross-functional Team..., Requirements Gathering, Solution Design, Team Building, Analysis, Software Development, Agile Project Management, SQL, Visio, Systems Analysis, Project Management, Stakeholder Engagement, Stakeholder Management, Enterprise Architecture, Vendor Management, Resource Management, IT Strategy, Solution Architecture, Business Process, Business Process..., Microsoft SQL Server, Oracle, IT Service Management, IT Operations, Agile Methodologies
Education
Ramapo College of New Jersey
BS, Business Administration
Anthony Vitalone Anthony Vitalone's Guardian Life Insurance Experience May 2003 - August 2005
Job Head of Digital Marketing and Social Media at Deutsche Bank Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Bank - Asset & Wealth Management February 2010 - Present
Goldman Sachs - Asset Management October 2005 - November 2008
Guardian Life Insurance May 2003 - August 2005
Management Consultant May 2002 - May 2003
Qwest Interactive April 1999 - May 2002
Thomson Reuters April 1998 - April 1999
Chase - Online Banking June 1993 - April 1998
Chase 1991 - 1993
Skills
E-commerce, Digital Marketing, Digital Strategy, Online Marketing, Financial Services, Email Marketing, Social Media, Strategic Partnerships, Web Analytics, Marketing Strategy, Vendor Management, Asset Management, Website Development, Interactive Marketing, Information Architecture, Banking, SEM, Media Measurement, Marketing Automation, Mobile Strategy, Internet Strategy, Multimedia Marketing, IT Operations, User Experience, Budget Management, Global Marketing, Strategic Planning, Contract Negotiations, Retail Banking, Online Payments, SEO, Information Systems..., Earned Media, E-commerce Solutions, Mobile Internet, Web Development, Financial Markets, Management Consulting, User Interface Design, Institutional Banking, Online Publishing, MBA, Software Integration, Agency Relations, Internet Banking, Legal Compliance, Marketing Technologist, Mobile Devices, B2B Marketing, Leadership
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Marketing and Information Systems
State University of New York College at Oswego
Bachelor of Applied Science (B.A.Sc.), Economics / Banking and Pre-Law
Deutsche Bank - Asset & Wealth Management February 2010 - Present
Goldman Sachs - Asset Management October 2005 - November 2008
Guardian Life Insurance May 2003 - August 2005
Management Consultant May 2002 - May 2003
Qwest Interactive April 1999 - May 2002
Thomson Reuters April 1998 - April 1999
Chase - Online Banking June 1993 - April 1998
Chase 1991 - 1993
Skills
E-commerce, Digital Marketing, Digital Strategy, Online Marketing, Financial Services, Email Marketing, Social Media, Strategic Partnerships, Web Analytics, Marketing Strategy, Vendor Management, Asset Management, Website Development, Interactive Marketing, Information Architecture, Banking, SEM, Media Measurement, Marketing Automation, Mobile Strategy, Internet Strategy, Multimedia Marketing, IT Operations, User Experience, Budget Management, Global Marketing, Strategic Planning, Contract Negotiations, Retail Banking, Online Payments, SEO, Information Systems..., Earned Media, E-commerce Solutions, Mobile Internet, Web Development, Financial Markets, Management Consulting, User Interface Design, Institutional Banking, Online Publishing, MBA, Software Integration, Agency Relations, Internet Banking, Legal Compliance, Marketing Technologist, Mobile Devices, B2B Marketing, Leadership
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Marketing and Information Systems
State University of New York College at Oswego
Bachelor of Applied Science (B.A.Sc.), Economics / Banking and Pre-Law
Diane Petrella, CDMS's Guardian Life Insurance Experience September 2013 - Present
Job Vocational Specialist/Risk Management
Industry Mental Health Care
Experience
Guardian Life Insurance September 2013 - Present
KidsPeace National Centers October 2001 - May 2013
Liberty Mutual Insurance March 2001 - October 2001
Vocational Rehabilitation Services 1992 - 1999
Hoover Rehabilitation Services 1989 - 1992
Skills
New Hire Orientations, Employee Relations, Human Resources, Workers Compensation, Deferred Compensation, Conflict Resolution, Resume Writing, Public Speaking, Mindfulness, Organized Multi-tasker, Always Punctual, Professional..., Vocational..., Disabilities, Short Term Disability, Long Term Disability, Certified Disability..., Team Building, Fundraising, Training
Education
Shippensburg University of Pennsylvania
B.A., Communications/Journalism
Trinity HS
Guardian Life Insurance September 2013 - Present
KidsPeace National Centers October 2001 - May 2013
Liberty Mutual Insurance March 2001 - October 2001
Vocational Rehabilitation Services 1992 - 1999
Hoover Rehabilitation Services 1989 - 1992
Skills
New Hire Orientations, Employee Relations, Human Resources, Workers Compensation, Deferred Compensation, Conflict Resolution, Resume Writing, Public Speaking, Mindfulness, Organized Multi-tasker, Always Punctual, Professional..., Vocational..., Disabilities, Short Term Disability, Long Term Disability, Certified Disability..., Team Building, Fundraising, Training
Education
Shippensburg University of Pennsylvania
B.A., Communications/Journalism
Trinity HS
Stacey Borden Stacey Borden's Guardian Life Insurance Experience 1999 - 2003
Job Privider Network Rep
Industry Insurance
Experience
Centene Corporation April 2015 - Present
Coventry Health Care, an Aetna Company August 2014 - April 2015
Blue Cross Blue Shield of Michigan January 2014 - March 2014
Meridian Health Plan August 2013 - November 2013
Meridian Health Plan December 2009 - August 2013
American Community Mutual Insurance Company May 2008 - December 2009
American Community Mutual Insurance Company September 2005 - May 2008
American Medical Security 2004 - 2005
Guardian Life Insurance 1999 - 2003
Skills
Health Insurance, Managed Care, Medicare, Insurance, HIPAA, Employee Benefits, Claim, Healthcare, Provider Relations, Customer Service, Medicaid, Network Development, Software Documentation, Data Analysis, Access, Outlook, Team Building, Process Improvement, Microsoft Excel, Microsoft Office, Sales, Provider Network...
Education
Schoolcraft College 1994 — 1997
some course completed, Business Administration
Centene Corporation April 2015 - Present
Coventry Health Care, an Aetna Company August 2014 - April 2015
Blue Cross Blue Shield of Michigan January 2014 - March 2014
Meridian Health Plan August 2013 - November 2013
Meridian Health Plan December 2009 - August 2013
American Community Mutual Insurance Company May 2008 - December 2009
American Community Mutual Insurance Company September 2005 - May 2008
American Medical Security 2004 - 2005
Guardian Life Insurance 1999 - 2003
Skills
Health Insurance, Managed Care, Medicare, Insurance, HIPAA, Employee Benefits, Claim, Healthcare, Provider Relations, Customer Service, Medicaid, Network Development, Software Documentation, Data Analysis, Access, Outlook, Team Building, Process Improvement, Microsoft Excel, Microsoft Office, Sales, Provider Network...
Education
Schoolcraft College 1994 — 1997
some course completed, Business Administration
Tushar Kshirsagar ALMI, ACS Tushar Kshirsagar ALMI, ACS's Guardian Life Insurance Experience June 2007 - August 2014
Job Project Manager II at Guardian Life Insurance
Industry Insurance
Experience
Guardian Life September 2014 - Present
Guardian Life Insurance June 2007 - August 2014
American Express November 2006 - June 2007
Guardian Life Insurance March 2005 - November 2006
Patni Computer Systems September 2004 - February 2005
GEFA - PMG March 2003 - August 2004
Patni Computer Systems December 2000 - March 2003
Skills
SDLC, Requirements Analysis, Business Analysis, MS Project, PMP, Testing, Process Improvement, Project Management, Quality Assurance, Six Sigma, Software Documentation, Management, Process Engineering, Agile Methodologies, Business Process, Visio, Business Requirements, Vendor Management, Business Intelligence, Software Project..., SQL, Global Delivery, Business Process..., SharePoint, Integration, PMO, Program Management, Agile Project Management, User Acceptance Testing, Requirements Gathering, Leadership, Systems Analysis, Solution Architecture, Quality Center, Test Planning, Software Development, Business Process..., Project Governance, Software Quality..., System Testing, Business Objects, Team Management, Test Management, Change Management, Analysis, Mainframe, COBOL, Offshoring, Functional..., Cross-functional Team...
Education
Mukand Infotech Ltd 2000 — 2000
IBM Certification, Mainframes, CICS, JCL. etc.
Shivaji University 1996 — 2000
BE, Mechanical
C H M College of Arts, Science and Commerce 1994 — 1996
HSC, Science
P M M Inner Wheel School 1987 — 1994
SSC, English
Guardian Life September 2014 - Present
Guardian Life Insurance June 2007 - August 2014
American Express November 2006 - June 2007
Guardian Life Insurance March 2005 - November 2006
Patni Computer Systems September 2004 - February 2005
GEFA - PMG March 2003 - August 2004
Patni Computer Systems December 2000 - March 2003
Skills
SDLC, Requirements Analysis, Business Analysis, MS Project, PMP, Testing, Process Improvement, Project Management, Quality Assurance, Six Sigma, Software Documentation, Management, Process Engineering, Agile Methodologies, Business Process, Visio, Business Requirements, Vendor Management, Business Intelligence, Software Project..., SQL, Global Delivery, Business Process..., SharePoint, Integration, PMO, Program Management, Agile Project Management, User Acceptance Testing, Requirements Gathering, Leadership, Systems Analysis, Solution Architecture, Quality Center, Test Planning, Software Development, Business Process..., Project Governance, Software Quality..., System Testing, Business Objects, Team Management, Test Management, Change Management, Analysis, Mainframe, COBOL, Offshoring, Functional..., Cross-functional Team...
Education
Mukand Infotech Ltd 2000 — 2000
IBM Certification, Mainframes, CICS, JCL. etc.
Shivaji University 1996 — 2000
BE, Mechanical
C H M College of Arts, Science and Commerce 1994 — 1996
HSC, Science
P M M Inner Wheel School 1987 — 1994
SSC, English
John Heil's Guardian Life Insurance Experience July 2008 - August 2014
Job Employee Benefits Specialist The Standard
Industry Insurance
Experience
The Standard August 2014 - Present
Guardian Life Insurance July 2008 - August 2014
Skills
Disability Insurance, Insurance, Employee Benefits, Health Savings Accounts, Life Insurance, Term Life Insurance, Vision Insurance
Education
The University of Georgia 2003 — 2008
The Standard August 2014 - Present
Guardian Life Insurance July 2008 - August 2014
Skills
Disability Insurance, Insurance, Employee Benefits, Health Savings Accounts, Life Insurance, Term Life Insurance, Vision Insurance
Education
The University of Georgia 2003 — 2008
Ron Burke, CFP® Ron Burke, CFP®'s Guardian Life Insurance Experience July 2003 - July 2005
Job Wealth advisor serving families & professionals • Wealth Management • Succession Planning • Estate Administration
Industry Financial Services
Experience
The Private Bank at Bank of Oklahoma October 2012 - Present
Oklahoma City Estate Planning Council May 2015 - Present
First Financial Network July 2005 - October 2012
Guardian Life Insurance July 2003 - July 2005
Banc of America Investments, Bank of America April 1995 - July 2003
Bank of Oklahoma August 1993 - April 1995
Ameriprise Financial December 1990 - August 1993
Bank of America August 1988 - December 1990
Skills
Retirement Planning, Portfolio Management, Risk Management, Investments, Mutual Funds, Life Insurance, Disability Insurance, Private Banking, Securities, Loans, Valuation, Financial Analysis, Asset Allocation, Financial Advisory, Finance, Asset Management, Banking, Credit, Due Diligence, Retirement, Wealth, Wealth Management..., Underwriting, Financial Services, Strategic Financial..., Estate Planning, Small Business, Trust Services, Alternative Investments, Investment Advisory, Equities, Wealth Management, Relationship Management, Financial Risk, Financial Planning
Education
Oklahoma State University 1984 — 1988
Bachelor of Science (B.S.), Finance
The College for Financial Planning
CMFC®
The College for Financial Planning
CFP® Designation
Putnam City North
The Private Bank at Bank of Oklahoma October 2012 - Present
Oklahoma City Estate Planning Council May 2015 - Present
First Financial Network July 2005 - October 2012
Guardian Life Insurance July 2003 - July 2005
Banc of America Investments, Bank of America April 1995 - July 2003
Bank of Oklahoma August 1993 - April 1995
Ameriprise Financial December 1990 - August 1993
Bank of America August 1988 - December 1990
Skills
Retirement Planning, Portfolio Management, Risk Management, Investments, Mutual Funds, Life Insurance, Disability Insurance, Private Banking, Securities, Loans, Valuation, Financial Analysis, Asset Allocation, Financial Advisory, Finance, Asset Management, Banking, Credit, Due Diligence, Retirement, Wealth, Wealth Management..., Underwriting, Financial Services, Strategic Financial..., Estate Planning, Small Business, Trust Services, Alternative Investments, Investment Advisory, Equities, Wealth Management, Relationship Management, Financial Risk, Financial Planning
Education
Oklahoma State University 1984 — 1988
Bachelor of Science (B.S.), Finance
The College for Financial Planning
CMFC®
The College for Financial Planning
CFP® Designation
Putnam City North
Dan McGrath Dan McGrath's Guardian Life Insurance Experience 2000 - 2003
Job Executive Director, Marketing
Industry Financial Services
Experience
UBS Global Asset Management 2013 - Present
BlackRock 2003 - 2012
Merrill Lynch 2003 - 2006
Guardian Life Insurance 2000 - 2003
Prudential Financial 1996 - 2000
MetLife Financial Services 1992 - 1996
Skills
Marketing Strategy, Integrated Marketing, Corporate Branding, Advertising, Marketing Communications, Thought Leadership, Content Strategy, Social Media, Creative Services, Direct Marketing, Corporate Communications, Internal Communications, Public Relations, Newsletters, Copywriting
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Communication
UBS Global Asset Management 2013 - Present
BlackRock 2003 - 2012
Merrill Lynch 2003 - 2006
Guardian Life Insurance 2000 - 2003
Prudential Financial 1996 - 2000
MetLife Financial Services 1992 - 1996
Skills
Marketing Strategy, Integrated Marketing, Corporate Branding, Advertising, Marketing Communications, Thought Leadership, Content Strategy, Social Media, Creative Services, Direct Marketing, Corporate Communications, Internal Communications, Public Relations, Newsletters, Copywriting
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Communication
Steven Bean Steven Bean's Guardian Life Insurance Experience 1987 - 2000
Job Founder & Principal at TRUEbenefits LLC
Industry Insurance
Experience
TRUEbenefits LLC December 2000 - Present
Guardian Life Insurance 1987 - 2000
Skills
Health Savings Accounts, Competitive Analysis, Employee Benefits, Insurance, Health Insurance, Term Life Insurance, Deferred Compensation, Disability Insurance, ERISA, Self-insurance, Strategic Consulting, Affordable Care Act, Brokers, 401k, Investments, Long-term Care, Employee Wellness, Life Insurance, Management, Leadership, Team Building
Education
Oregon State University
Finance & Economics, International Business, French language
The American College
RHU, REBC, Employee benefits
University of Pennsylvania - The Wharton School
CEBS, Employee Benefits
TRUEbenefits LLC December 2000 - Present
Guardian Life Insurance 1987 - 2000
Skills
Health Savings Accounts, Competitive Analysis, Employee Benefits, Insurance, Health Insurance, Term Life Insurance, Deferred Compensation, Disability Insurance, ERISA, Self-insurance, Strategic Consulting, Affordable Care Act, Brokers, 401k, Investments, Long-term Care, Employee Wellness, Life Insurance, Management, Leadership, Team Building
Education
Oregon State University
Finance & Economics, International Business, French language
The American College
RHU, REBC, Employee benefits
University of Pennsylvania - The Wharton School
CEBS, Employee Benefits
Peter Salvator Peter Salvator's Guardian Life Insurance Experience 1994 - 1999
Job Vice President at Fund Evaluation Group, LLC
Industry Investment Management
Experience
Fund Evaluation Group, LLC July 2014 - Present
Nationwide Insurance 2002 - July 2014
Fidelity Investments 1999 - 2002
Guardian Life Insurance 1994 - 1999
Nationwide Insurance 1989 - 1994
Skills
Mutual Funds, 401k, Financial Services, Retirement, Investments, Retirement Planning, Fixed Annuities, Investment Advisory, Financial Advisory, Investment Management, Insurance, Relationship Management, Variable Annuities, Annuities
Education
The Ohio State University
BSBA, Accounting
Fund Evaluation Group, LLC July 2014 - Present
Nationwide Insurance 2002 - July 2014
Fidelity Investments 1999 - 2002
Guardian Life Insurance 1994 - 1999
Nationwide Insurance 1989 - 1994
Skills
Mutual Funds, 401k, Financial Services, Retirement, Investments, Retirement Planning, Fixed Annuities, Investment Advisory, Financial Advisory, Investment Management, Insurance, Relationship Management, Variable Annuities, Annuities
Education
The Ohio State University
BSBA, Accounting
Sofia Jones Sofia Jones's Guardian Life Insurance Experience September 2005 - April 2006
Job HR, Diversity and WorkLife Professional at McGraw Hill Financial
Industry Financial Services
Experience
McGraw-Hill January 2010 - December 2014
McGraw-Hill May 2006 - January 2010
McGraw-Hill September 2005 - May 2006
Guardian Life Insurance September 2005 - April 2006
NorthStar Conferences/AICPA March 2002 - August 2004
Bristol-Myers Squibb Company May 1995 - January 2002
Skills
Human Resources, Diversity & Inclusion, WorkLife, HR Strategy (worklife &..., Data Analysis, Benchmarking, Corporate Benefits, Program Management, Strategic Planning, Corporate Communications, Social Media, Conference Design, Employee Engagement, Leadership, Management, Project Management, Recruiting, Strategy, Talent Management, Team Building, Diversity, Organizational...
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, French Language and Literature
McGraw-Hill January 2010 - December 2014
McGraw-Hill May 2006 - January 2010
McGraw-Hill September 2005 - May 2006
Guardian Life Insurance September 2005 - April 2006
NorthStar Conferences/AICPA March 2002 - August 2004
Bristol-Myers Squibb Company May 1995 - January 2002
Skills
Human Resources, Diversity & Inclusion, WorkLife, HR Strategy (worklife &..., Data Analysis, Benchmarking, Corporate Benefits, Program Management, Strategic Planning, Corporate Communications, Social Media, Conference Design, Employee Engagement, Leadership, Management, Project Management, Recruiting, Strategy, Talent Management, Team Building, Diversity, Organizational...
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, French Language and Literature
Oleg Gurvits Oleg Gurvits's Guardian Life Insurance Experience May 2010 - Present
Job Assistant Vice President of Application Development at Guardian Life Insurance
Industry Information Technology and Services
Experience
Guardian Life Insurance May 2010 - Present
Marsh April 2006 - May 2010
UBS January 2002 - April 2006
Revlon October 1999 - January 2002
IBM January 1999 - October 1999
fashionmall.com July 1996 - January 1999
Skills
Enterprise Architecture, Project Management, Budgets, Business Relationship..., Websphere, WebSphere Portal, Vendor Management, IT Strategy, Program Management, Business Analysis, Onshore, Process Improvement, SDLC, Project Portfolio..., Business Intelligence, Risk Management, Change Management, Business Process..., Enterprise Software, Agile Methodologies, CRM, Data Warehousing, IT Management, Organizational..., Business Process, Business Process..., Cross-functional Team..., Business Objects, Integration, Strategic Leadership
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Management
Pace University 1996 — 1999
BS, Computer Science
Guardian Life Insurance May 2010 - Present
Marsh April 2006 - May 2010
UBS January 2002 - April 2006
Revlon October 1999 - January 2002
IBM January 1999 - October 1999
fashionmall.com July 1996 - January 1999
Skills
Enterprise Architecture, Project Management, Budgets, Business Relationship..., Websphere, WebSphere Portal, Vendor Management, IT Strategy, Program Management, Business Analysis, Onshore, Process Improvement, SDLC, Project Portfolio..., Business Intelligence, Risk Management, Change Management, Business Process..., Enterprise Software, Agile Methodologies, CRM, Data Warehousing, IT Management, Organizational..., Business Process, Business Process..., Cross-functional Team..., Business Objects, Integration, Strategic Leadership
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Management
Pace University 1996 — 1999
BS, Computer Science
Bob Goldenberg Bob Goldenberg's Guardian Life Insurance Experience April 2009 - September 2011
Job Retirement is everything I'd hoped it would be
Industry Financial Services
Experience
Valencia Reserve September 2011 - Present
The Guardian Life Insurance Company of America 2009 - November 2011
Guardian Life Insurance April 2009 - September 2011
AXA Equitable 2004 - March 2008
AXA Equitable Life Insurance 2004 - 2008
AXA Financial 2004 - 2008
AXA Distributors 2004 - 2008
AXA 1996 - 2008
The MONY Group 1999 - 2004
The MONY Group / Mutual of New York 1996 - 2004
Skills
Fixed Annuities, Retirement, Product Management, Insurance, Marketing, Leadership, Financial Services, Management, Sales, Team Leadership, Sales Management, Product Development, Series 7, Mutual Funds, Retirement Planning
Education
State University of New York - System 1998 — 2001
Bachelor of Science, Marketing
Valencia Reserve September 2011 - Present
The Guardian Life Insurance Company of America 2009 - November 2011
Guardian Life Insurance April 2009 - September 2011
AXA Equitable 2004 - March 2008
AXA Equitable Life Insurance 2004 - 2008
AXA Financial 2004 - 2008
AXA Distributors 2004 - 2008
AXA 1996 - 2008
The MONY Group 1999 - 2004
The MONY Group / Mutual of New York 1996 - 2004
Skills
Fixed Annuities, Retirement, Product Management, Insurance, Marketing, Leadership, Financial Services, Management, Sales, Team Leadership, Sales Management, Product Development, Series 7, Mutual Funds, Retirement Planning
Education
State University of New York - System 1998 — 2001
Bachelor of Science, Marketing
Paul Patitucci Paul Patitucci's Guardian Life Insurance Experience 1994 - 1998
Job Vice President Qualified Retirement Plans at Univest
Industry Insurance
Experience
Univest June 2013 - Present
Able Academy of Special Education 2015 - 2015
Able Academy of Special Education 2015 - 2015
Transamerica Retirement Services August 2010 - May 2013
Hartford Life December 1998 - October 2009
Guardian Life Insurance 1994 - 1998
Prudential Financial 1989 - 1994
Skills
401k, Retirement, Qualified Retirement..., Retirement Planning, Investments, Pensions, Mutual Funds, Defined Contribution, Securities, Business Planning, Series 63, Series 6, Defined Benefit, Sales Management, Asset Allocation, Fixed Annuities, Retirement Plan..., ERISA, Series 7, Microsoft Excel, Wholesale, Microsoft Word, Separately Managed..., Excel, Word
Education
Temple University - Fox School of Business and Management 1990 — 1992
MBA, Finance
Temple University 1985 — 1989
BA, Finance/Economics
Upper Dublin
Univest June 2013 - Present
Able Academy of Special Education 2015 - 2015
Able Academy of Special Education 2015 - 2015
Transamerica Retirement Services August 2010 - May 2013
Hartford Life December 1998 - October 2009
Guardian Life Insurance 1994 - 1998
Prudential Financial 1989 - 1994
Skills
401k, Retirement, Qualified Retirement..., Retirement Planning, Investments, Pensions, Mutual Funds, Defined Contribution, Securities, Business Planning, Series 63, Series 6, Defined Benefit, Sales Management, Asset Allocation, Fixed Annuities, Retirement Plan..., ERISA, Series 7, Microsoft Excel, Wholesale, Microsoft Word, Separately Managed..., Excel, Word
Education
Temple University - Fox School of Business and Management 1990 — 1992
MBA, Finance
Temple University 1985 — 1989
BA, Finance/Economics
Upper Dublin
William O'Hagan William O'Hagan's Guardian Life Insurance Experience 2000 - 2007
Job Vice President, Gould Investors, L.P.
Industry Commercial Real Estate
Experience
Gould Investors, L.P. 2007 - Present
Guardian Life Insurance 2000 - 2007
Standard & Poor's 1997 - 2001
Skills
Real Estate Economics, Real Estate, Financial Analysis, Investment Properties, Underwriting, Portfolio Management, Investments, Real Estate Transactions, Asset Management, Alternative Investments, Due Diligence, Acquisitions, Financial Modeling, Valuation
Education
Pace University - Lubin School of Business 2000 — 2003
MBA, Finance
Ohio University 1989 — 1994
BS, Sports Sciences
Gould Investors, L.P. 2007 - Present
Guardian Life Insurance 2000 - 2007
Standard & Poor's 1997 - 2001
Skills
Real Estate Economics, Real Estate, Financial Analysis, Investment Properties, Underwriting, Portfolio Management, Investments, Real Estate Transactions, Asset Management, Alternative Investments, Due Diligence, Acquisitions, Financial Modeling, Valuation
Education
Pace University - Lubin School of Business 2000 — 2003
MBA, Finance
Ohio University 1989 — 1994
BS, Sports Sciences
Kate Flanagan Kate Flanagan's Guardian Life Insurance Experience April 1993 - October 1999
Job President, Biddle Insurance Services, Inc.
Industry Insurance
Experience
Biddle Insurance Services, Inc. October 1999 - Present
Guardian Life Insurance April 1993 - October 1999
Skills
Risk Management, Employee Benefits, Disability Insurance, Life Insurance, Term Life Insurance, Strategic Planning, Insurance, Health Insurance, Financial Analysis, Fixed Annuities, Sales Management, Sales, Underwriting, Long Term Care Insurance, Health Savings Accounts, Brokers, Group Insurance, Long-term Care
Education
St. Joseph's University
Biddle Insurance Services, Inc. October 1999 - Present
Guardian Life Insurance April 1993 - October 1999
Skills
Risk Management, Employee Benefits, Disability Insurance, Life Insurance, Term Life Insurance, Strategic Planning, Insurance, Health Insurance, Financial Analysis, Fixed Annuities, Sales Management, Sales, Underwriting, Long Term Care Insurance, Health Savings Accounts, Brokers, Group Insurance, Long-term Care
Education
St. Joseph's University
Terrence D'Angelo Terrence D'Angelo's Guardian Life Insurance Experience June 1999 - May 2000
Job Relationship Banker at M&T Bank
Industry Financial Services
Experience
M&T Bank January 2011 - Present
M&T SECURITIES July 2000 - January 2011
Guardian Life Insurance June 1999 - May 2000
Moore Wallace October 1984 - February 1999
Skills
Banking, Finance, Portfolio Management, Consumer Lending, Commercial Banking, Small Business Lending, Commercial Lending, Sales Management, Loans, Financial Analysis, Investments, Management, Sales, Credit, Retirement Planning
Education
State University of New York College at Buffalo 1980 — 1982
Business, Business
M&T Bank January 2011 - Present
M&T SECURITIES July 2000 - January 2011
Guardian Life Insurance June 1999 - May 2000
Moore Wallace October 1984 - February 1999
Skills
Banking, Finance, Portfolio Management, Consumer Lending, Commercial Banking, Small Business Lending, Commercial Lending, Sales Management, Loans, Financial Analysis, Investments, Management, Sales, Credit, Retirement Planning
Education
State University of New York College at Buffalo 1980 — 1982
Business, Business
Christopher Gaspar Christopher Gaspar's Guardian Life Insurance Experience July 2000 - April 2011
Job Sr. Network Engineer at Comm Solutions Company
Industry Information Technology and Services
Experience
Comm Solutions Company January 2014 - Present
Blue Coat Systems April 2011 - December 2013
Guardian Life Insurance July 2000 - April 2011
Guardian Life Insurance Company of America 2000 - April 2011
Eltrax Systems Inc 1999 - 1999
The Morning Call 1998 - 1999
Info Systems 1998 - 1999
Skills
Cisco, Data Center, TCP/IP, DNS, Network Security, Firewalls, IPS, Packet Analysis, Checkpoint, Bluecoat, LAN Switching, Routing, Virtualization, Intrusion Detection, Proxy, Information Security, Cisco Technologies, Vulnerability Assessment, F5 BigIP, Vulnerability Management, Troubleshooting, Security Architecture..., Sniffer, Cloud Computing, VMware, Identity Management, Information Security..., Disaster Recovery, PCI DSS, CISSP, Routers, Computer Security, VPN, VoIP, Network Administration, Business Continuity, LAN-WAN, SIEM, Switches, Load Balancing, Linux, LDAP, Security, IDS, Solaris, Active Directory, Servers, Encryption, ITIL, Riverbed
Education
Sierra Acacemy of Aeronautics 1991 — 1992
Pilot Program
Penn State University 1990 — 1991
Electrical Engineering
Palisades
Comm Solutions Company January 2014 - Present
Blue Coat Systems April 2011 - December 2013
Guardian Life Insurance July 2000 - April 2011
Guardian Life Insurance Company of America 2000 - April 2011
Eltrax Systems Inc 1999 - 1999
The Morning Call 1998 - 1999
Info Systems 1998 - 1999
Skills
Cisco, Data Center, TCP/IP, DNS, Network Security, Firewalls, IPS, Packet Analysis, Checkpoint, Bluecoat, LAN Switching, Routing, Virtualization, Intrusion Detection, Proxy, Information Security, Cisco Technologies, Vulnerability Assessment, F5 BigIP, Vulnerability Management, Troubleshooting, Security Architecture..., Sniffer, Cloud Computing, VMware, Identity Management, Information Security..., Disaster Recovery, PCI DSS, CISSP, Routers, Computer Security, VPN, VoIP, Network Administration, Business Continuity, LAN-WAN, SIEM, Switches, Load Balancing, Linux, LDAP, Security, IDS, Solaris, Active Directory, Servers, Encryption, ITIL, Riverbed
Education
Sierra Acacemy of Aeronautics 1991 — 1992
Pilot Program
Penn State University 1990 — 1991
Electrical Engineering
Palisades
Matthew Maines Matthew Maines's Guardian Life Insurance Experience 1990 - 1993
Job Sr. Account Exec. at Aetna
Industry Insurance
Experience
Aetna August 2002 - Present
Blue Cross Blue Shield of WNY August 1997 - August 2002
Guardian Life Insurance 1990 - 1993
Education
The American College 1995 — 1997
RHU, Registered Health Underwriter
State University of New York College at Buffalo 1985 — 1990
Dual Bachelor of Arts, History & Legal Studies
Aetna August 2002 - Present
Blue Cross Blue Shield of WNY August 1997 - August 2002
Guardian Life Insurance 1990 - 1993
Education
The American College 1995 — 1997
RHU, Registered Health Underwriter
State University of New York College at Buffalo 1985 — 1990
Dual Bachelor of Arts, History & Legal Studies
Kito Mann Kito Mann's Guardian Life Insurance Experience October 1998 - October 1999
Job Expert PrimeFaces / JSF / Java EE / Liferay / UI Component Architect, Developer, and Trainer
Industry Information Technology and Services
Experience
Virtua, Inc. August 2002 - Present
JSFCentral.com May 2003 - Present
Skills Matter 2006 - 2014
JSF Summit Conference 2008 - 2012
The Grow Network/McGraw-Hill August 2000 - August 2002
Prudential Securities October 1999 - August 2000
Virtua Communications Corp. 1995 - 2000
Guardian Life Insurance October 1998 - October 1999
Johns Hopkins University August 1998 - November 1998
Johns Hopkins University August 1998 - November 1998
Skills
Java, XML, Hibernate, JSP, Open Source, JSF, EJB, Software Development, Servlets, AJAX, SQL, JDBC, Tomcat, Web Applications, Architecture, Software Engineering, Spring, JavaScript, Web Development, HTML, Websphere, Enterprise Architecture, Linux, Facelets, Subversion, jQuery, Mentoring, UML, Cloud Computing, JPA, Ant, Seam, J2EE, MySQL, Eclipse, OOP, JUnit, Portlets, Portals, CSS, Agile, C++, Application Development, JBoss, Liferay, IceFaces, MyFaces, RichFaces, PrimeFaces, Spring Framework
Education
The Johns Hopkins University 1993 — 1997
BA, Computer Science
Virtua, Inc. August 2002 - Present
JSFCentral.com May 2003 - Present
Skills Matter 2006 - 2014
JSF Summit Conference 2008 - 2012
The Grow Network/McGraw-Hill August 2000 - August 2002
Prudential Securities October 1999 - August 2000
Virtua Communications Corp. 1995 - 2000
Guardian Life Insurance October 1998 - October 1999
Johns Hopkins University August 1998 - November 1998
Johns Hopkins University August 1998 - November 1998
Skills
Java, XML, Hibernate, JSP, Open Source, JSF, EJB, Software Development, Servlets, AJAX, SQL, JDBC, Tomcat, Web Applications, Architecture, Software Engineering, Spring, JavaScript, Web Development, HTML, Websphere, Enterprise Architecture, Linux, Facelets, Subversion, jQuery, Mentoring, UML, Cloud Computing, JPA, Ant, Seam, J2EE, MySQL, Eclipse, OOP, JUnit, Portlets, Portals, CSS, Agile, C++, Application Development, JBoss, Liferay, IceFaces, MyFaces, RichFaces, PrimeFaces, Spring Framework
Education
The Johns Hopkins University 1993 — 1997
BA, Computer Science
Susan Mollet's Guardian Life Insurance Experience August 1999 - June 2005
Job Experienced Marketing Manager
Industry Marketing and Advertising
Experience
Health Care Service Corporation January 2006 - Present
Guardian Life Insurance August 1999 - June 2005
HIP Health Plan November 1997 - August 1999
UnitedHealthcare June 1991 - November 1997
Skills
Direct Marketing, Marketing Strategy, Integrated Marketing, Marketing Communications, Project Management, Organization, Marketing Budget..., Medicare, Medicare Part D, Medicare Advantage, Medicare Prescription...
Education
Southern Illinois University, Carbondale 1986 — 1991
Bachelor's degree, Marketing
Health Care Service Corporation January 2006 - Present
Guardian Life Insurance August 1999 - June 2005
HIP Health Plan November 1997 - August 1999
UnitedHealthcare June 1991 - November 1997
Skills
Direct Marketing, Marketing Strategy, Integrated Marketing, Marketing Communications, Project Management, Organization, Marketing Budget..., Medicare, Medicare Part D, Medicare Advantage, Medicare Prescription...
Education
Southern Illinois University, Carbondale 1986 — 1991
Bachelor's degree, Marketing
Luis Crespo, PMP, CSM, CSPO's Guardian Life Insurance Experience April 2003 - June 2006
Job Experienced Program Manager and PMO Consultant
Industry Information Technology and Services
Experience
ICW Group May 2012 - Present
Managed Solution January 2012 - May 2012
SharePoint360 August 2010 - January 2012
ICW Group December 2007 - August 2010
Modis November 2007 - December 2007
Andesa Services June 2006 - October 2007
Guardian Life Insurance April 2003 - June 2006
Passlogix 2000 - 2002
PricewaterhouseCoopers LLP April 1999 - March 2000
IMI Systems at Chase Manhattan Bank NA January 1998 - March 1999
Skills
PMO, SharePoint, Business Analysis, Project Management, Data Center, Software Development, Project Planning, Program Management, Project Portfolio..., Quality Assurance, Software Project..., Risk Management, Resource Management, Vendor Management, PMP, Consulting, Project Delivery, Training, Visio, Microsoft Office..., MS Project, Professional Services, Active Directory, Microsoft Exchange, Certified Scrum Master..., Agile Project Management, Project Server, Web Project Management, ECM, EPM, SharePoint Designer, Risk Assessment, Client Liaison, Resource Allocation, Primavera P6, Staff Management, Performance Point, Writing, Team Management, Project Estimation, Vendor Relationships, Contract Negotiation, Juniper, Data Conversion, Software Installation, Content Management, Web Content Management, Taxonomy, Document Management, Disaster Recovery
Education
State University of New York Empire State College 1996 — 1997
Labor Studies
Queensborough Community College 1994 — 1996
AAS, Electronic Engineering Technology
Elementary School
ICW Group May 2012 - Present
Managed Solution January 2012 - May 2012
SharePoint360 August 2010 - January 2012
ICW Group December 2007 - August 2010
Modis November 2007 - December 2007
Andesa Services June 2006 - October 2007
Guardian Life Insurance April 2003 - June 2006
Passlogix 2000 - 2002
PricewaterhouseCoopers LLP April 1999 - March 2000
IMI Systems at Chase Manhattan Bank NA January 1998 - March 1999
Skills
PMO, SharePoint, Business Analysis, Project Management, Data Center, Software Development, Project Planning, Program Management, Project Portfolio..., Quality Assurance, Software Project..., Risk Management, Resource Management, Vendor Management, PMP, Consulting, Project Delivery, Training, Visio, Microsoft Office..., MS Project, Professional Services, Active Directory, Microsoft Exchange, Certified Scrum Master..., Agile Project Management, Project Server, Web Project Management, ECM, EPM, SharePoint Designer, Risk Assessment, Client Liaison, Resource Allocation, Primavera P6, Staff Management, Performance Point, Writing, Team Management, Project Estimation, Vendor Relationships, Contract Negotiation, Juniper, Data Conversion, Software Installation, Content Management, Web Content Management, Taxonomy, Document Management, Disaster Recovery
Education
State University of New York Empire State College 1996 — 1997
Labor Studies
Queensborough Community College 1994 — 1996
AAS, Electronic Engineering Technology
Elementary School
Ivee Rosario's Guardian Life Insurance Experience May 2005 - Present
Job Instructional Designer at Guardian Life Insurance
Industry E-Learning
Experience
Guardian Life Insurance May 2005 - Present
Radnor Benefits Group Inc. July 2002 - December 2004
Education
Penn State University 2004 — 2006
M.S, Instructional Systems Design
University of the Philippines 1994 — 1998
B.S., Development Communication
Guardian Life Insurance May 2005 - Present
Radnor Benefits Group Inc. July 2002 - December 2004
Education
Penn State University 2004 — 2006
M.S, Instructional Systems Design
University of the Philippines 1994 — 1998
B.S., Development Communication
Michelle S Russell, PMP's Guardian Life Insurance Experience February 2000 - August 2001
Job VP, Senior Project Manager at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank February 2002 - Present
Guardian Life Insurance February 2000 - August 2001
Ziff Davis Enterprise November 1999 - January 2000
Deutsche Bank January 1999 - November 1999
American Express March 1998 - January 1999
Bankers Trust November 1994 - February 1998
Skills
PMO, User Acceptance Testing, Project Management, Quality Assurance, Private Banking, Testing, Process Improvement, Program Management, Change Management, Business Requirements, Project Coordination, Project Delivery, Business Process, CRM, Management, Project Planning, Risk Management, Business Analysis, Financial Services, Portfolio Management, Leadership, Banking, SDLC
Education
University of Florida
BSBA, Finance
The George Washington University
Master's Certificate, Project Management
HSBC Private Bank February 2002 - Present
Guardian Life Insurance February 2000 - August 2001
Ziff Davis Enterprise November 1999 - January 2000
Deutsche Bank January 1999 - November 1999
American Express March 1998 - January 1999
Bankers Trust November 1994 - February 1998
Skills
PMO, User Acceptance Testing, Project Management, Quality Assurance, Private Banking, Testing, Process Improvement, Program Management, Change Management, Business Requirements, Project Coordination, Project Delivery, Business Process, CRM, Management, Project Planning, Risk Management, Business Analysis, Financial Services, Portfolio Management, Leadership, Banking, SDLC
Education
University of Florida
BSBA, Finance
The George Washington University
Master's Certificate, Project Management
Christopher M. Panell's Guardian Life Insurance Experience March 2009 - September 2014
Job Sales Executive at ADP
Industry Human Resources
Experience
ADP September 2014 - Present
Guardian Life Insurance March 2009 - September 2014
MassMutual June 2007 - March 2009
New England Financial 1993 - 2006
Skills
Coaching, Series 6, Employee Benefits, Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Disability Insurance, Retirement, Management, Mutual Funds, Long-term Care, Investments, Financial Services, Recruiting, Sales, 401k, Leadership, Term Life Insurance, Training, Team Building, Series 7, Sales Management, Health Insurance, Small Business, Estate Planning, Series 63
Education
Salem State University 1985 — 1990
BS, Education
ADP September 2014 - Present
Guardian Life Insurance March 2009 - September 2014
MassMutual June 2007 - March 2009
New England Financial 1993 - 2006
Skills
Coaching, Series 6, Employee Benefits, Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Disability Insurance, Retirement, Management, Mutual Funds, Long-term Care, Investments, Financial Services, Recruiting, Sales, 401k, Leadership, Term Life Insurance, Training, Team Building, Series 7, Sales Management, Health Insurance, Small Business, Estate Planning, Series 63
Education
Salem State University 1985 — 1990
BS, Education
Alex Borress's Guardian Life Insurance Experience June 2004 - Present
Job Assistant Vice President and Actuary at Guardian Life Insurance
Industry Insurance
Experience
Guardian Life Insurance June 2004 - Present
Education
Stony Brook University 2000 — 2004
Guardian Life Insurance June 2004 - Present
Education
Stony Brook University 2000 — 2004
Martin Pepe's Guardian Life Insurance Experience August 2000 - October 2005
Job Account Executive at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare October 2005 - Present
Guardian Life Insurance August 2000 - October 2005
Knights Of Columbus February 1997 - July 2000
Education
Shippensburg University of Pennsylvania 1991 — 1995
UnitedHealthcare October 2005 - Present
Guardian Life Insurance August 2000 - October 2005
Knights Of Columbus February 1997 - July 2000
Education
Shippensburg University of Pennsylvania 1991 — 1995
Joe Centofanti's Guardian Life Insurance Experience September 2009 - January 2011
Job Relationship Manager at EMPOWER Retirement of GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement January 2011 - Present
Real Estate Investor September 2004 - Present
Great-West Financial April 2013 - Present
Great-West Financial January 2011 - March 2013
Guardian Life Insurance September 2009 - January 2011
Principal Financial Group August 2008 - June 2009
Great-West Retirement Services September 2006 - August 2008
MetLife Financial Services January 2006 - September 2006
Diversified Investment Advisors August 2001 - January 2006
AllianceBernstein August 2000 - August 2001
Skills
Customer Relations, Series 7, Series 63, FINRA, Pensions, FINRA Series 6, Plan Design, 401k, Profit Sharing, Retirement, Series 6, Defined Benefit, Qualified Retirement..., Relationship Management, Mutual Funds, Retirement Planning, Employee Benefits
Education
Pace University-Pleasantville/Briarcliff Campus 1991 — 1996
BBA, Management Information Systems
Harrison High School 1987 — 1991
EMPOWER Retirement January 2011 - Present
Real Estate Investor September 2004 - Present
Great-West Financial April 2013 - Present
Great-West Financial January 2011 - March 2013
Guardian Life Insurance September 2009 - January 2011
Principal Financial Group August 2008 - June 2009
Great-West Retirement Services September 2006 - August 2008
MetLife Financial Services January 2006 - September 2006
Diversified Investment Advisors August 2001 - January 2006
AllianceBernstein August 2000 - August 2001
Skills
Customer Relations, Series 7, Series 63, FINRA, Pensions, FINRA Series 6, Plan Design, 401k, Profit Sharing, Retirement, Series 6, Defined Benefit, Qualified Retirement..., Relationship Management, Mutual Funds, Retirement Planning, Employee Benefits
Education
Pace University-Pleasantville/Briarcliff Campus 1991 — 1996
BBA, Management Information Systems
Harrison High School 1987 — 1991
Evan Gewitz's Guardian Life Insurance Experience February 2007 - July 2012
Job ARA, Manager, Individual Life Reinsurance at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America August 2012 - Present
Guardian Life Insurance February 2007 - July 2012
The Guardian Life Insurance Company of America February 2005 - January 2007
Skills
VBA, Access, Excel, Business Analysis, SQL, Visio, Requirements Analysis, Systems Analysis, Microsoft Office, Analysis, Databases, SDLC, Documentation, SharePoint, C++, R, Word, Business Intelligence, Lotus Notes, Business Requirements, Management, Auditing, Risk Management, Accounting, Insurance, Reinsurance, Requirements Gathering, Financial Reporting, Life Insurance, Business Objects, User Acceptance Testing, Actuarial Science, Team Leadership, System Administration
Education
Polytechnic Institute at NYU 2007 — 2010
MS, Financial Engineering
Queens College 2000 — 2004
BA, Applied Mathematics
The Guardian Life Insurance Company of America August 2012 - Present
Guardian Life Insurance February 2007 - July 2012
The Guardian Life Insurance Company of America February 2005 - January 2007
Skills
VBA, Access, Excel, Business Analysis, SQL, Visio, Requirements Analysis, Systems Analysis, Microsoft Office, Analysis, Databases, SDLC, Documentation, SharePoint, C++, R, Word, Business Intelligence, Lotus Notes, Business Requirements, Management, Auditing, Risk Management, Accounting, Insurance, Reinsurance, Requirements Gathering, Financial Reporting, Life Insurance, Business Objects, User Acceptance Testing, Actuarial Science, Team Leadership, System Administration
Education
Polytechnic Institute at NYU 2007 — 2010
MS, Financial Engineering
Queens College 2000 — 2004
BA, Applied Mathematics
Sharon Chapman, CMM, CMP's Guardian Life Insurance Experience 2002 - Present
Job Manager, Travel and Conference Planning, Berkshire Life Insurance Company of America
Industry Insurance
Experience
Guardian Life Insurance 2002 - Present
Berkshire Life Insurance Co. of America July 1997 - Present
Financial and Insurance Conference Planners Association November 2007 - November 2008
Convention Industry Council 1999 - 2004
Insurance and Financial Association 1997 - 2002
Laura Ashley July 1996 - July 1997
Kay-Bee Toy Stores January 1982 - July 1996
KB Toys 1982 - 1996
Skills
Negotiation, Budgets, Event Planning, Strategic Planning, Customer Service, Leadership, Training, Project Planning, Marketing, Team Building, Sales, Management, Event Management, Social Media, Program Management, Public Relations, Time Management, Vendor Management, Team Leadership, Customer Satisfaction, Advertising, Strategy, Marketing Strategy, Trade Shows, Hospitality, Project Management, Marketing Communications, Incentives, Market Research, Employee Benefits, Insurance, Hotels, Networking, New Business Development, Account Management, Microsoft Excel, Contract Negotiation, Meeting Planning, Coaching, Access, Microsoft Office, Change Management, Social Media Marketing, Public Speaking, Sales Management, Fundraising, Microsoft Word, Leadership Development, Business Development
Education
CMM Program 2004 — 2004
Springfield Technical Community College 1973 — 1975
Guardian Life Insurance 2002 - Present
Berkshire Life Insurance Co. of America July 1997 - Present
Financial and Insurance Conference Planners Association November 2007 - November 2008
Convention Industry Council 1999 - 2004
Insurance and Financial Association 1997 - 2002
Laura Ashley July 1996 - July 1997
Kay-Bee Toy Stores January 1982 - July 1996
KB Toys 1982 - 1996
Skills
Negotiation, Budgets, Event Planning, Strategic Planning, Customer Service, Leadership, Training, Project Planning, Marketing, Team Building, Sales, Management, Event Management, Social Media, Program Management, Public Relations, Time Management, Vendor Management, Team Leadership, Customer Satisfaction, Advertising, Strategy, Marketing Strategy, Trade Shows, Hospitality, Project Management, Marketing Communications, Incentives, Market Research, Employee Benefits, Insurance, Hotels, Networking, New Business Development, Account Management, Microsoft Excel, Contract Negotiation, Meeting Planning, Coaching, Access, Microsoft Office, Change Management, Social Media Marketing, Public Speaking, Sales Management, Fundraising, Microsoft Word, Leadership Development, Business Development
Education
CMM Program 2004 — 2004
Springfield Technical Community College 1973 — 1975
Douglas Keagle's Guardian Life Insurance Experience February 2010 - May 2010
Job Regional Vice President at RS Investments
Industry Financial Services
Experience
RS Investments January 2015 - Present
RS Investments June 2010 - December 2014
Guardian Life Insurance February 2010 - May 2010
The Hartford October 2007 - January 2009
PLANCO July 2006 - September 2007
Skills
Mutual Funds, Series 63, Series 6, Fixed Annuities, Series 7, Retirement Planning, 401k, Separately Managed..., Retirement, ETFs, Variable Annuities, Investments, Series 65, FINRA, Uniform Combined State..., Asset Allocation, Financial Advisory
Education
Saint Joseph's University 2002 — 2006
Bachelor of Science (B.S.), International Business
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2006
B.S., International Business
RS Investments January 2015 - Present
RS Investments June 2010 - December 2014
Guardian Life Insurance February 2010 - May 2010
The Hartford October 2007 - January 2009
PLANCO July 2006 - September 2007
Skills
Mutual Funds, Series 63, Series 6, Fixed Annuities, Series 7, Retirement Planning, 401k, Separately Managed..., Retirement, ETFs, Variable Annuities, Investments, Series 65, FINRA, Uniform Combined State..., Asset Allocation, Financial Advisory
Education
Saint Joseph's University 2002 — 2006
Bachelor of Science (B.S.), International Business
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2006
B.S., International Business
Joe Greve's Guardian Life Insurance Experience December 2008 - August 2010
Job Account Manager at Medline Industries
Industry Medical Devices
Experience
Medline Industries August 2011 - Present
Burlington Medical Supplies, INC. August 2010 - June 2011
Guardian Life Insurance December 2008 - August 2010
New York Life Insurance Company November 2004 - December 2008
Education
Siena College 1999 — 2002
Chaminade High School 1995 — 1998
Medline Industries August 2011 - Present
Burlington Medical Supplies, INC. August 2010 - June 2011
Guardian Life Insurance December 2008 - August 2010
New York Life Insurance Company November 2004 - December 2008
Education
Siena College 1999 — 2002
Chaminade High School 1995 — 1998
Deanna Mulligan's Guardian Life Insurance Experience 2008 - 2010
Job President & CEO at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America 2011 - Present
The Guardian Life Insurance Company of America 2010 - 2011
Guardian Life Insurance 2008 - 2010
DMM Management Solutions 2007 - 2008
New York Life Insurance Company 2006 - 2007
AXA Equitable 2001 - 2004
Skills
Investments, Strategy, Mergers & Acquisitions, Strategic Financial..., Start-ups, Asset Management, Portfolio Management, Retirement Planning, Mutual Funds, Financial Modeling, Insurance, Life Insurance
Education
University of Nebraska-Lincoln
Bachelor of Science (B.S.)
Stanford University Graduate School of Business
Master of Business Administration (MBA)
The Guardian Life Insurance Company of America 2011 - Present
The Guardian Life Insurance Company of America 2010 - 2011
Guardian Life Insurance 2008 - 2010
DMM Management Solutions 2007 - 2008
New York Life Insurance Company 2006 - 2007
AXA Equitable 2001 - 2004
Skills
Investments, Strategy, Mergers & Acquisitions, Strategic Financial..., Start-ups, Asset Management, Portfolio Management, Retirement Planning, Mutual Funds, Financial Modeling, Insurance, Life Insurance
Education
University of Nebraska-Lincoln
Bachelor of Science (B.S.)
Stanford University Graduate School of Business
Master of Business Administration (MBA)
Bharathi Vedurumudi's Guardian Life Insurance Experience July 2004 - September 2005
Job Technical Data Analyst at Shell Oil Company
Industry Information Technology and Services
Experience
Shell Oil Company July 2012 - Present
Smartdog Services LLC. April 2008 - June 2012
KMM Technologies October 2005 - May 2008
NIH 2005 - 2008
Guardian Life Insurance July 2004 - September 2005
Sabre Holdings May 2001 - June 2004
Skills
SOA, Enterprise Architecture, Oracle, Software Project..., Architecture, Hibernate, Java Enterprise Edition, SQL, Web Services, JDBC, Java, PL/SQL, SDLC, JSP, XML, Software Development, JavaScript, Requirements Analysis, Business Analysis, Web Applications
Education
Osmania University 1995 — 1998
MS, Computer Science
Osmania University 1992 — 1995
B.S, Maths, Physics, and Chemistry
Shell Oil Company July 2012 - Present
Smartdog Services LLC. April 2008 - June 2012
KMM Technologies October 2005 - May 2008
NIH 2005 - 2008
Guardian Life Insurance July 2004 - September 2005
Sabre Holdings May 2001 - June 2004
Skills
SOA, Enterprise Architecture, Oracle, Software Project..., Architecture, Hibernate, Java Enterprise Edition, SQL, Web Services, JDBC, Java, PL/SQL, SDLC, JSP, XML, Software Development, JavaScript, Requirements Analysis, Business Analysis, Web Applications
Education
Osmania University 1995 — 1998
MS, Computer Science
Osmania University 1992 — 1995
B.S, Maths, Physics, and Chemistry
Alex Acevedo, CRM's Guardian Life Insurance Experience 1984 - 2005
Job Corporate Records Manager at Symetra Financial
Industry Insurance
Experience
Symetra Life Insurance Company August 2006 - Present
HOB Toastmasters 2009 - 2011
Iron Mountain February 2006 - July 2006
Washington State Digital Archives January 2005 - May 2005
Guardian Life October 1980 - January 2005
Guardian Life Insurance 1984 - 2005
Skills
Enterprise Content..., Vendor Management, Records Management, Access, Process Improvement, Software Documentation, Public Speaking, Information Management, SharePoint, Document Management, Business Process..., Business Analysis, Visio, Account Management, Insurance, Business Process, Governance
Education
Pace University 1984 — 1985
Business Information Systems
Symetra Life Insurance Company August 2006 - Present
HOB Toastmasters 2009 - 2011
Iron Mountain February 2006 - July 2006
Washington State Digital Archives January 2005 - May 2005
Guardian Life October 1980 - January 2005
Guardian Life Insurance 1984 - 2005
Skills
Enterprise Content..., Vendor Management, Records Management, Access, Process Improvement, Software Documentation, Public Speaking, Information Management, SharePoint, Document Management, Business Process..., Business Analysis, Visio, Account Management, Insurance, Business Process, Governance
Education
Pace University 1984 — 1985
Business Information Systems
Sevos Varsos's Guardian Life Insurance Experience January 2010 - Present
Job DTS Technical Lead at Guardian Life Insurance
Industry Computer & Network Security
Experience
Guardian Life Insurance January 2010 - Present
Siemens ITS September 1996 - May 2010
Education
Queens College 1993 — 1996
Guardian Life Insurance January 2010 - Present
Siemens ITS September 1996 - May 2010
Education
Queens College 1993 — 1996
Heidi Laubach's Guardian Life Insurance Experience August 1988 - June 1998
Job AVP at Aon Consulting
Industry Management Consulting
Experience
Aon Consulting June 1998 - Present
Guardian Life Insurance August 1988 - June 1998
Education
Temple University
BA, Radio Television Film
Aon Consulting June 1998 - Present
Guardian Life Insurance August 1988 - June 1998
Education
Temple University
BA, Radio Television Film
Greg Kozlowski's Guardian Life Insurance Experience December 1990 - Present
Job Executive Sales Consultant at Guardian Life Insurance
Industry Insurance
Experience
Guardian Life Insurance December 1990 - Present
The Guardian Life Insurance Company of America 1990 - Present
Education
Temple University
Guardian Life Insurance December 1990 - Present
The Guardian Life Insurance Company of America 1990 - Present
Education
Temple University
John McCarthy's Guardian Life Insurance Experience 2008 - 2014
Job Chief Human Resources Officer at Horace Mann
Industry Insurance
Experience
The Horace Mann Companies 2014 - Present
Guardian Life Insurance 2008 - 2014
Wachovia Securities 2004 - 2008
Wachovia Bank 2001 - 2004
Wachovia Bank 1999 - 2001
Wachovia Bank 1998 - 1999
JP Morgan Co 1982 - 1997
Skills
Human Resources, Employee Relations, Performance Management, Strategic Planning, Recruiting, Talent Management, Executive Search, Strategy, Risk Management, Management, Mergers & Acquisitions, Leadership, Employee Benefits, Integration, Outsourcing, Succession Planning, Change Management, Leadership Development, Deferred Compensation, Executive Management, Portfolio Management, Finance, Talent Acquisition, Restructuring, Vendor Management, Organizational..., Employee Engagement, Applicant Tracking..., Executive Coaching, Organizational..., Personnel Management, Process Improvement, Management Consulting, Training, Financial Services, HRIS, Organizational Design, Workforce Planning, Onboarding, Executive Pay, Human Capital, Consulting, 401k
Education
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (BS), Marketing
University of Pennsylvania - The Wharton School
Securities Institute of America
The Horace Mann Companies 2014 - Present
Guardian Life Insurance 2008 - 2014
Wachovia Securities 2004 - 2008
Wachovia Bank 2001 - 2004
Wachovia Bank 1999 - 2001
Wachovia Bank 1998 - 1999
JP Morgan Co 1982 - 1997
Skills
Human Resources, Employee Relations, Performance Management, Strategic Planning, Recruiting, Talent Management, Executive Search, Strategy, Risk Management, Management, Mergers & Acquisitions, Leadership, Employee Benefits, Integration, Outsourcing, Succession Planning, Change Management, Leadership Development, Deferred Compensation, Executive Management, Portfolio Management, Finance, Talent Acquisition, Restructuring, Vendor Management, Organizational..., Employee Engagement, Applicant Tracking..., Executive Coaching, Organizational..., Personnel Management, Process Improvement, Management Consulting, Training, Financial Services, HRIS, Organizational Design, Workforce Planning, Onboarding, Executive Pay, Human Capital, Consulting, 401k
Education
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (BS), Marketing
University of Pennsylvania - The Wharton School
Securities Institute of America
Ann Burgoyne's Guardian Life Insurance Experience December 2009 - September 2013
Job Case manager, Multi Life Disability at Guardian Life
Industry Insurance
Experience
Guardian Life September 2013 - Present
Guardian Life Insurance December 2009 - September 2013
Columbus State University August 2009 - December 2009
The Ohio State University August 2007 - June 2009
HRH 1994 - 2005
HRH of Ohio, LLC 1994 - 2005
Paul Revere Life Insurance Company 1984 - 1994
Skills
Employee Benefits, Disability Insurance, Insurance, Health Insurance, Life Insurance, Benefits Administration, Long-term Care, Term Life Insurance, Underwriting, Employee Relations, Brokers, Health Savings Accounts, Accident, COBRA, Workers Compensation
Education
The Ohio State University 2007 — 2009
MA, U. S. Ethnic Literature
The Ohio State University
BA, English
Guardian Life September 2013 - Present
Guardian Life Insurance December 2009 - September 2013
Columbus State University August 2009 - December 2009
The Ohio State University August 2007 - June 2009
HRH 1994 - 2005
HRH of Ohio, LLC 1994 - 2005
Paul Revere Life Insurance Company 1984 - 1994
Skills
Employee Benefits, Disability Insurance, Insurance, Health Insurance, Life Insurance, Benefits Administration, Long-term Care, Term Life Insurance, Underwriting, Employee Relations, Brokers, Health Savings Accounts, Accident, COBRA, Workers Compensation
Education
The Ohio State University 2007 — 2009
MA, U. S. Ethnic Literature
The Ohio State University
BA, English
Sherri (Bobar) Rose's Guardian Life Insurance Experience January 2003 - September 2004
Job Vice President of Client Service and Retention at Employee Benefit Advisors of the Carolinas, LLC
Industry Insurance
Experience
Employee Benefit Advisors of the Carolinas, LLC January 2014 - Present
Willis November 2010 - August 2013
Mercer March 2008 - December 2010
BCBS of SC 2006 - 2008
Guardian Life Insurance January 2003 - September 2004
Skills
Employee Benefits, Health Insurance, Human Resources, Disability Insurance, Insurance, Benefits Administration, 401k, COBRA, Employee Relations, Account Management, Professional Liability, HRIS, Health Savings Accounts, Property & Casualty..., Term Life Insurance, Brokers, Underwriting, Workers Compensation, Life Insurance, Employee Engagement, Commercial Insurance, Long-term Care, Sales
Education
The University of Georgia 1986 — 1990
Employee Benefit Advisors of the Carolinas, LLC January 2014 - Present
Willis November 2010 - August 2013
Mercer March 2008 - December 2010
BCBS of SC 2006 - 2008
Guardian Life Insurance January 2003 - September 2004
Skills
Employee Benefits, Health Insurance, Human Resources, Disability Insurance, Insurance, Benefits Administration, 401k, COBRA, Employee Relations, Account Management, Professional Liability, HRIS, Health Savings Accounts, Property & Casualty..., Term Life Insurance, Brokers, Underwriting, Workers Compensation, Life Insurance, Employee Engagement, Commercial Insurance, Long-term Care, Sales
Education
The University of Georgia 1986 — 1990
Peter Murphy's Guardian Life Insurance Experience March 2010 - Present
Job Head of Talent Acquisition at Guardian Life Insurance
Industry Financial Services
Experience
Guardian Life Insurance March 2010 - Present
The Hartford 2004 - 2009
Morgan Samuels Company 2001 - 2004
Korn/Ferry International 1981 - 2001
Education
Ohio Wesleyan University
BA, Dual Major - Economics/P&G
Guardian Life Insurance March 2010 - Present
The Hartford 2004 - 2009
Morgan Samuels Company 2001 - 2004
Korn/Ferry International 1981 - 2001
Education
Ohio Wesleyan University
BA, Dual Major - Economics/P&G
Jack Weidner's Guardian Life Insurance Experience March 2008 - July 2008
Job Insurance Consultant, Benefits Practice Leader
Industry Insurance
Experience
Moscker Insurance Agency January 2013 - Present
Chartwell Benefits Solutions, LLC. February 2007 - December 2012
Guardian Life Insurance March 2008 - July 2008
MassMutual Financial Group March 2001 - June 2006
Skills
Life Insurance, Disability Insurance, Health Insurance, Medicare Insurance, Voluntary Benefits, 401k) plans, Long Term Care Insurance, Group Benefit Plans, Health Savings Accounts, Medicare, Insurance, Long-term Care, Employee Benefits, Estate Planning, Critical Illness, Fixed Annuities, Retirement Planning, Retirement, Underwriting, Investments, Term Life Insurance, 401k, Property & Casualty..., Sales, Small Business, Workers Compensation, Customer Service, Brokers, Accident, Universal Life, Wealth Management, Management
Education
Towson University 1988 — 1992
B.A., Concentration in Finance
Sandy Spring Friends School 1979 — 1983
Moscker Insurance Agency January 2013 - Present
Chartwell Benefits Solutions, LLC. February 2007 - December 2012
Guardian Life Insurance March 2008 - July 2008
MassMutual Financial Group March 2001 - June 2006
Skills
Life Insurance, Disability Insurance, Health Insurance, Medicare Insurance, Voluntary Benefits, 401k) plans, Long Term Care Insurance, Group Benefit Plans, Health Savings Accounts, Medicare, Insurance, Long-term Care, Employee Benefits, Estate Planning, Critical Illness, Fixed Annuities, Retirement Planning, Retirement, Underwriting, Investments, Term Life Insurance, 401k, Property & Casualty..., Sales, Small Business, Workers Compensation, Customer Service, Brokers, Accident, Universal Life, Wealth Management, Management
Education
Towson University 1988 — 1992
B.A., Concentration in Finance
Sandy Spring Friends School 1979 — 1983
Jon Jankus's Guardian Life Insurance Experience vice presidentKidder Peabody1980 - 1994
Job Managing Director at Guardian Life Insurance
Industry Investment Management
Experience
Guardian Life Insurance vice presidentKidder Peabody1980 - 1994
Education
Queens College
Guardian Life Insurance vice presidentKidder Peabody1980 - 1994
Education
Queens College
Benjamin Rayburn's Guardian Life Insurance Experience June 2003 - July 2005
Job Principal at Mercer
Industry Insurance
Experience
Mercer September 2014 - Present
Milliman May 2006 - August 2014
Aon Consulting July 2005 - May 2006
Guardian Life Insurance June 2003 - July 2005
Education
Stony Brook University 2000 — 2003
Backelors of Science, Applied Mathematics and Statistics; Economics
Mercer September 2014 - Present
Milliman May 2006 - August 2014
Aon Consulting July 2005 - May 2006
Guardian Life Insurance June 2003 - July 2005
Education
Stony Brook University 2000 — 2003
Backelors of Science, Applied Mathematics and Statistics; Economics
Jayne Macaluso's Guardian Life Insurance Experience 1994 - 2000
Job Boston, Mass.
Industry Consumer Services
Experience
Adecco Staffing May 2013 - February 2015
RiteAid April 2011 - May 2013
Sokolove Law November 2007 - May 2010
Fidelity National Informaton Services November 2005 - May 2008
Life Plans, Inc. 2004 - 2005
The Affiliated Alan Gray Companies 2002 - 2003
Crosby Benefits Systems, Inc 2001 - 2002
Guardian Life Insurance 1994 - 2000
Nationwide Advertising Agency, Inc. Boston, MA 1992 - 1992
Skills
Customer Service, Training, Recruiting, Data Entry, CRM, Employee Benefits, Call Centers, Insurance, New Business Development, Sales, Access, Customer Satisfaction, Management, Healthcare, Event Planning, Microsoft Word
Education
Suffolk University - Sawyer School of Management
Bachelor of Science (BS)
Elementary
Adecco Staffing May 2013 - February 2015
RiteAid April 2011 - May 2013
Sokolove Law November 2007 - May 2010
Fidelity National Informaton Services November 2005 - May 2008
Life Plans, Inc. 2004 - 2005
The Affiliated Alan Gray Companies 2002 - 2003
Crosby Benefits Systems, Inc 2001 - 2002
Guardian Life Insurance 1994 - 2000
Nationwide Advertising Agency, Inc. Boston, MA 1992 - 1992
Skills
Customer Service, Training, Recruiting, Data Entry, CRM, Employee Benefits, Call Centers, Insurance, New Business Development, Sales, Access, Customer Satisfaction, Management, Healthcare, Event Planning, Microsoft Word
Education
Suffolk University - Sawyer School of Management
Bachelor of Science (BS)
Elementary
Kathleen Earle's Guardian Life Insurance Experience November 2008 - September 2011
Job Director, Assistant Actuary at Guardian Life
Industry Insurance
Experience
Guardian Life November 2014 - Present
The Guardian Life Insurance Company of America September 2011 - October 2014
Guardian Life Insurance November 2008 - September 2011
Guardian Life Insurance June 2007 - October 2008
Guardian Life Insurance June 2005 - June 2007
Skills
Actuarial Science, Insurance, Access, Employee Benefits, Health Insurance, Risk Management, Pricing, Statistics, Training, Microsoft Excel, Finance, Forecasting, Life Insurance, Underwriting, Leadership, Disability Insurance, Analysis
Education
The College of New Jersey 2001 — 2005
BA, Mathematics
Guardian Life November 2014 - Present
The Guardian Life Insurance Company of America September 2011 - October 2014
Guardian Life Insurance November 2008 - September 2011
Guardian Life Insurance June 2007 - October 2008
Guardian Life Insurance June 2005 - June 2007
Skills
Actuarial Science, Insurance, Access, Employee Benefits, Health Insurance, Risk Management, Pricing, Statistics, Training, Microsoft Excel, Finance, Forecasting, Life Insurance, Underwriting, Leadership, Disability Insurance, Analysis
Education
The College of New Jersey 2001 — 2005
BA, Mathematics
Sanjay Ramchandani's Guardian Life Insurance Experience March 2007 - July 2010
Job VP, Enterprise Data and Integration at Company Confidential
Industry Information Services
Experience
Citi June 2011 - September 2013
HCL Technologies August 2010 - May 2011
Guardian Life Insurance March 2007 - July 2010
TIBCO Software 2005 - 2007
American Express 2003 - 2005
GE 2001 - 2003
Skills
Enterprise Architecture, SDLC, SOA, Solution Architecture, EAI, IT Strategy, Requirements Analysis, Business Intelligence, Integration, Master Data Management, Software Project..., Business Analysis, Vendor Management, Middleware, Business Process Design, Data Warehousing, Data Modeling, Agile Methodologies, Application Architecture, Enterprise Software, Program Management, Requirements Gathering, Java Enterprise Edition, Data Integration, Architectures, Oracle, Websphere, Agile Project Management, Software Development, Unix, ETL, Web Services, DB2, Pre-sales, ESB, UML, PL/SQL, Weblogic, JMS, TOGAF, Scrum, Cloud Computing, PMP, Big Data, Technical Architecture, Architecture
Education
Symbiosis institute of Management Studies 2004 — 2006
MBA, Finance
University of Madras 1992 — 1996
B.E, Computer Science, Distinction
Citi June 2011 - September 2013
HCL Technologies August 2010 - May 2011
Guardian Life Insurance March 2007 - July 2010
TIBCO Software 2005 - 2007
American Express 2003 - 2005
GE 2001 - 2003
Skills
Enterprise Architecture, SDLC, SOA, Solution Architecture, EAI, IT Strategy, Requirements Analysis, Business Intelligence, Integration, Master Data Management, Software Project..., Business Analysis, Vendor Management, Middleware, Business Process Design, Data Warehousing, Data Modeling, Agile Methodologies, Application Architecture, Enterprise Software, Program Management, Requirements Gathering, Java Enterprise Edition, Data Integration, Architectures, Oracle, Websphere, Agile Project Management, Software Development, Unix, ETL, Web Services, DB2, Pre-sales, ESB, UML, PL/SQL, Weblogic, JMS, TOGAF, Scrum, Cloud Computing, PMP, Big Data, Technical Architecture, Architecture
Education
Symbiosis institute of Management Studies 2004 — 2006
MBA, Finance
University of Madras 1992 — 1996
B.E, Computer Science, Distinction
Eric Crouthamel's Guardian Life Insurance Experience May 1998 - April 2005
Job Staff Configuration Management Engineer at Minitab
Industry Computer Software
Experience
Minitab April 2009 - Present
Minitab June 2008 - April 2009
Minitab April 2007 - May 2008
Minitab April 2005 - April 2007
Guardian Life Insurance May 1998 - April 2005
Skills
TFS, Agile Methodologies, C#
Education
Penn State University 1994 — 2007
Bachelors, Management Science and Information Technology
Minitab April 2009 - Present
Minitab June 2008 - April 2009
Minitab April 2007 - May 2008
Minitab April 2005 - April 2007
Guardian Life Insurance May 1998 - April 2005
Skills
TFS, Agile Methodologies, C#
Education
Penn State University 1994 — 2007
Bachelors, Management Science and Information Technology
Krishna Karikati's Guardian Life Insurance Experience May 2009 - June 2010
Job IT Expert CRM at Agilent Technologies
Industry Computer Software
Experience
Agilent Technologies May 2014 - Present
J. Knipper & Company March 2014 - April 2014
Nestlé Waters North America February 2012 - January 2014
MediMedia USA June 2010 - January 2012
Electric Insurance Company 2010 - 2012
Guardian Life Insurance May 2009 - June 2010
Satyam December 2001 - June 2010
Agilent Technologies January 2009 - June 2009
Agilent Technologies June 2007 - June 2009
Proton Technology Group Inc AND EnSoftek, LLC. January 2000 - December 2001
Skills
CRM, Integration, Siebel, Microsoft SQL Server, Data Migration, EIM, Oracle
Education
Harvard Business and U21 Global
Harvard Business and U21 Global
Sri Venkateswara University
BCom, Economics, Statistics, Accounting
Agilent Technologies May 2014 - Present
J. Knipper & Company March 2014 - April 2014
Nestlé Waters North America February 2012 - January 2014
MediMedia USA June 2010 - January 2012
Electric Insurance Company 2010 - 2012
Guardian Life Insurance May 2009 - June 2010
Satyam December 2001 - June 2010
Agilent Technologies January 2009 - June 2009
Agilent Technologies June 2007 - June 2009
Proton Technology Group Inc AND EnSoftek, LLC. January 2000 - December 2001
Skills
CRM, Integration, Siebel, Microsoft SQL Server, Data Migration, EIM, Oracle
Education
Harvard Business and U21 Global
Harvard Business and U21 Global
Sri Venkateswara University
BCom, Economics, Statistics, Accounting
Henry Pinto's Guardian Life Insurance Experience 2003 - 2007
Job Application Consultant
Industry Computer Software
Experience
The Guardian Life Insurance Company of America November 2009 - Present
Cognizant January 2007 - November 2009
IMS Health 2007 - 2009
Patni Computer Services 2003 - 2007
Guardian Life Insurance 2003 - 2007
Patni computers 2003 - 2007
Skills
SDLC, Requirements Analysis, Oracle, Data Warehousing, PL/SQL, ETL, SQL, Business Analysis, Data Modeling, Business Intelligence, Solution Architecture, Requirements Gathering, DB2, SOA
Education
A T College, PUNE 2001 — 2003
MCS, Master of Computer Science
Padmashree Dr D. Y. Patil Vidyapeeth 1998 — 2001
BSC, Batchelor of Computer Science
St. Vincents High School 1996 — 1998
HSC, Science
St. Ursula High School 1984 — 1996
SSC
The Guardian Life Insurance Company of America November 2009 - Present
Cognizant January 2007 - November 2009
IMS Health 2007 - 2009
Patni Computer Services 2003 - 2007
Guardian Life Insurance 2003 - 2007
Patni computers 2003 - 2007
Skills
SDLC, Requirements Analysis, Oracle, Data Warehousing, PL/SQL, ETL, SQL, Business Analysis, Data Modeling, Business Intelligence, Solution Architecture, Requirements Gathering, DB2, SOA
Education
A T College, PUNE 2001 — 2003
MCS, Master of Computer Science
Padmashree Dr D. Y. Patil Vidyapeeth 1998 — 2001
BSC, Batchelor of Computer Science
St. Vincents High School 1996 — 1998
HSC, Science
St. Ursula High School 1984 — 1996
SSC
Sara Ashraf's Guardian Life Insurance Experience November 2004 - March 2008
Job Senior Consultant at Sogeti USA
Industry Information Technology and Services
Experience
T. Rowe Price January 2011 - Present
Avenity, Inc. October 2008 - August 2010
Guardian Life Insurance November 2004 - March 2008
Skills
SDLC, Requirements Analysis, Business Analysis, Software Project..., Data Warehousing, SQL, Oracle, Microsoft SQL Server, Databases, Business Intelligence, Business Objects, Visio, Requirements Gathering, SharePoint, Testing
Education
Penn State University 2000 — 2004
Bachelor's degree, Information Technology
Wilson Area High School 1997 — 2000
High School Diploma
T. Rowe Price January 2011 - Present
Avenity, Inc. October 2008 - August 2010
Guardian Life Insurance November 2004 - March 2008
Skills
SDLC, Requirements Analysis, Business Analysis, Software Project..., Data Warehousing, SQL, Oracle, Microsoft SQL Server, Databases, Business Intelligence, Business Objects, Visio, Requirements Gathering, SharePoint, Testing
Education
Penn State University 2000 — 2004
Bachelor's degree, Information Technology
Wilson Area High School 1997 — 2000
High School Diploma
Andrew Kubik's Guardian Life Insurance Experience 2004 - May 2011
Job Production Planning Manager at Packaging Corporation of America
Industry Insurance
Experience
Packaging Corporation of America 2009 - Present
Guardian Life Insurance 2004 - May 2011
Skills
Customer Service, New Business Development, Selling
Education
The University of Akron 1986 — 1991
BSBA, HR and Finance
Andrew James Kubik
Packaging Corporation of America 2009 - Present
Guardian Life Insurance 2004 - May 2011
Skills
Customer Service, New Business Development, Selling
Education
The University of Akron 1986 — 1991
BSBA, HR and Finance
Andrew James Kubik
Christina Duquin's Guardian Life Insurance Experience May 2006 - April 2007
Job Recruiting Manager at Robert Half Finance & Accounting
Industry Accounting
Experience
Robert Half Finance & Accounting Financial Advisor AssociateSmith BarneyMay 2007 - 2008
Guardian Life Insurance May 2006 - April 2007
Education
St. John Fisher College 2001 — 2006
B.S., Corportate & Personal Fiance, Minor:Economics
Robert Half Finance & Accounting Financial Advisor AssociateSmith BarneyMay 2007 - 2008
Guardian Life Insurance May 2006 - April 2007
Education
St. John Fisher College 2001 — 2006
B.S., Corportate & Personal Fiance, Minor:Economics
Manshi Mehta, PMP, Master Black Belt's Guardian Life Insurance Experience April 2008 - May 2011
Job PMP, Six Sigma Master Black Belt, Process Reengineering
Industry Management Consulting
Experience
J.P. Morgan Chase April 2012 - Present
Dun & Bradstreet May 2011 - October 2011
Guardian Life Insurance April 2008 - May 2011
StreetWise Partners 2004 - December 2010
MetLife 2004 - 2008
AT&T June 2002 - December 2003
Skills
Process Engineering, Process Improvement, Strategic Planning, Business Process..., Strategy Facilitation, Program Management, Project Portfolio..., Kaizen Facilitation, Six Sigma, Lean Initiatives, Program Facilitation, Conflict Resolution, Negotiation, Management Consulting, Strategy, Lean Manufacturing, Leadership, PMP, PMO, Risk Management, IT Strategy, Vendor Management, Kaizen, Change Management, Management, Outsourcing, Project Management, Product Development, Telecommunications, Business Analysis, SDLC, CRM, Analysis, Business Process, Analytics, Data Analysis, Training, Forecasting, Operational Excellence, Continuous Improvement, Budgets, Coaching, Visio
Education
Ramapo College of New Jersey 2000 — 2002
Bachelors of Science, Management Information Systems
Mahwah High School 1998 — 2000
Mayo College Girls' School 1991 — 1998
J.P. Morgan Chase April 2012 - Present
Dun & Bradstreet May 2011 - October 2011
Guardian Life Insurance April 2008 - May 2011
StreetWise Partners 2004 - December 2010
MetLife 2004 - 2008
AT&T June 2002 - December 2003
Skills
Process Engineering, Process Improvement, Strategic Planning, Business Process..., Strategy Facilitation, Program Management, Project Portfolio..., Kaizen Facilitation, Six Sigma, Lean Initiatives, Program Facilitation, Conflict Resolution, Negotiation, Management Consulting, Strategy, Lean Manufacturing, Leadership, PMP, PMO, Risk Management, IT Strategy, Vendor Management, Kaizen, Change Management, Management, Outsourcing, Project Management, Product Development, Telecommunications, Business Analysis, SDLC, CRM, Analysis, Business Process, Analytics, Data Analysis, Training, Forecasting, Operational Excellence, Continuous Improvement, Budgets, Coaching, Visio
Education
Ramapo College of New Jersey 2000 — 2002
Bachelors of Science, Management Information Systems
Mahwah High School 1998 — 2000
Mayo College Girls' School 1991 — 1998
Don Sullivan's Guardian Life Insurance Experience
Job Senior Vice President Agency Distribution and Park Avenue Securities
Industry Insurance
Experience
Guardian Life Insurance
Skills
Retirement Planning, Insurance, Disability Insurance, Fixed Annuities, Risk Management, Investments, Series 7, Change Management, Retirement, Strategy, Portfolio Management, Life Insurance, Executive Management, Mutual Funds, Leadership, Strategic Planning, Financial Services, Series 63, 401k, IRAs, Series 6, Asset Allocation, Wealth Management, Estate Planning, Term Life Insurance, Securities, Strategic Financial..., Employee Benefits, Long-term Care, FINRA, Financial Planners, Financial Advisory, Wealth Accumulation, Wealth Management..., Wealth, Investment Advisory, Uniform Combined State..., Alternative Investments, Long Term Care Insurance, Series 65, Pensions, Whole Life, Series 24, Variable Annuities, Health Insurance, Financial Planning
Education
St. Francis University 1972 — 1976
BS, Management
Guardian Life Insurance
Skills
Retirement Planning, Insurance, Disability Insurance, Fixed Annuities, Risk Management, Investments, Series 7, Change Management, Retirement, Strategy, Portfolio Management, Life Insurance, Executive Management, Mutual Funds, Leadership, Strategic Planning, Financial Services, Series 63, 401k, IRAs, Series 6, Asset Allocation, Wealth Management, Estate Planning, Term Life Insurance, Securities, Strategic Financial..., Employee Benefits, Long-term Care, FINRA, Financial Planners, Financial Advisory, Wealth Accumulation, Wealth Management..., Wealth, Investment Advisory, Uniform Combined State..., Alternative Investments, Long Term Care Insurance, Series 65, Pensions, Whole Life, Series 24, Variable Annuities, Health Insurance, Financial Planning
Education
St. Francis University 1972 — 1976
BS, Management
Veronica Balken's Guardian Life Insurance Experience 2003 - 2008
Job VP Insurance and Annuity Product Manager at Citigroup
Industry Financial Services
Experience
Citigroup March 2011 - Present
Metropolitan Life Insurance Company December 2008 - April 2011
Guardian Life Insurance 2003 - 2008
Prudential Investments March 1999 - March 2003
MetLife February 1988 - March 1999
Paine Webber 1980 - 1987
Skills
Insurance, Mutual Funds, Training, Financial Services, Program Management, Retirement Planning, Management, Marketing, Strategy, Leadership, Investments, Strategic Planning, Marketing Communications
Education
State University of New York College at Oneonta 1971 — 1973
BA
Wagner College 1969 — 1971
Citigroup March 2011 - Present
Metropolitan Life Insurance Company December 2008 - April 2011
Guardian Life Insurance 2003 - 2008
Prudential Investments March 1999 - March 2003
MetLife February 1988 - March 1999
Paine Webber 1980 - 1987
Skills
Insurance, Mutual Funds, Training, Financial Services, Program Management, Retirement Planning, Management, Marketing, Strategy, Leadership, Investments, Strategic Planning, Marketing Communications
Education
State University of New York College at Oneonta 1971 — 1973
BA
Wagner College 1969 — 1971
Bill Hubbell's Guardian Life Insurance Experience May 1990 - June 1991
Job Area Director at Aspen Athletic
Industry Health, Wellness and Fitness
Experience
Aspen Athletic May 2012 - Present
Fitness 19 May 2002 - October 2008
24 Hour Fitness June 1999 - February 2002
24 hour fitness 1995 - 2002
24 hour fitness 1992 - 2002
24 Hour Fitness August 1993 - May 1999
Ray Wilson Family Fitness May 1992 - August 1994
Nor Coast Insurance Agency July 1991 - April 1992
Guardian Life Insurance May 1990 - June 1991
Skills
Sales, Management, Team Building, Sales Management, Marketing Strategy, Leadership, Training, Operations Management, Advertising, Customer Service, Marketing, Fitness, Personal Training, Negotiation, Cross-functional Team..., Nutrition, Sports, Start-ups, Time Management, Program Management, Cold Calling, Small Business
Education
Sonoma State University 1981 — 1984
Marketing
Aspen Athletic May 2012 - Present
Fitness 19 May 2002 - October 2008
24 Hour Fitness June 1999 - February 2002
24 hour fitness 1995 - 2002
24 hour fitness 1992 - 2002
24 Hour Fitness August 1993 - May 1999
Ray Wilson Family Fitness May 1992 - August 1994
Nor Coast Insurance Agency July 1991 - April 1992
Guardian Life Insurance May 1990 - June 1991
Skills
Sales, Management, Team Building, Sales Management, Marketing Strategy, Leadership, Training, Operations Management, Advertising, Customer Service, Marketing, Fitness, Personal Training, Negotiation, Cross-functional Team..., Nutrition, Sports, Start-ups, Time Management, Program Management, Cold Calling, Small Business
Education
Sonoma State University 1981 — 1984
Marketing
John Kohanek CEBS CLU ChFC RHU's Guardian Life Insurance Experience 2005 - 2007
Job Product Manager, Planning & Product Development at Delta Dental of New Jersey
Industry Insurance
Experience
Delta Dental of New Jersey January 2014 - Present
Independent Consultant November 2011 - December 2013
Colonial Life January 2011 - January 2012
Prudential Financial January 2010 - March 2011
American General Life Companies 2007 - September 2009
Guardian Life Insurance 2005 - 2007
Mutual of Omaha 1998 - 2005
Mutual of Omaha 1994 - 1998
Mutual of Omaha 1991 - 1994
Skills
Product Development, Project Management, Product Life Cycle..., Product Portfolio, Strategic Planning, Marketing Strategy, Business Strategy, Risk Analysis, Risk Management, Market Research, Team Building, Team Management, Team Leadership, Distribution Management, Marketing Communications, Communications Planning, Product Launches, Product Design, Data Analysis, Competitive Analysis, Market Analysis, Policy Analysis, Sales Process, Sales Support, Prospecting, Activity Planning, Project Implementation, Promotional Design, Promotion Planning, Product Branding, Vendor Relations, Vendor Management, Product Training, Presentation Development, Sales Presentations, Group Presentations, Consulting, Management Consulting, Employee Benefits, Sales Operations, Insurance, Health Insurance, Life Insurance, Sales, Fixed Annuities, Cross-functional Team..., Product Marketing, Management, Training, Business Planning
Education
University of Nebraska-Lincoln 1975 — 1979
B.A., Business Administration
The American College
Chartered Life Underwriter / Chartered Financial Consultant, Insurance
Wharton School, University of Pennsylvania
Certified Employee Benefit Specialist, Group Insurance
Delta Dental of New Jersey January 2014 - Present
Independent Consultant November 2011 - December 2013
Colonial Life January 2011 - January 2012
Prudential Financial January 2010 - March 2011
American General Life Companies 2007 - September 2009
Guardian Life Insurance 2005 - 2007
Mutual of Omaha 1998 - 2005
Mutual of Omaha 1994 - 1998
Mutual of Omaha 1991 - 1994
Skills
Product Development, Project Management, Product Life Cycle..., Product Portfolio, Strategic Planning, Marketing Strategy, Business Strategy, Risk Analysis, Risk Management, Market Research, Team Building, Team Management, Team Leadership, Distribution Management, Marketing Communications, Communications Planning, Product Launches, Product Design, Data Analysis, Competitive Analysis, Market Analysis, Policy Analysis, Sales Process, Sales Support, Prospecting, Activity Planning, Project Implementation, Promotional Design, Promotion Planning, Product Branding, Vendor Relations, Vendor Management, Product Training, Presentation Development, Sales Presentations, Group Presentations, Consulting, Management Consulting, Employee Benefits, Sales Operations, Insurance, Health Insurance, Life Insurance, Sales, Fixed Annuities, Cross-functional Team..., Product Marketing, Management, Training, Business Planning
Education
University of Nebraska-Lincoln 1975 — 1979
B.A., Business Administration
The American College
Chartered Life Underwriter / Chartered Financial Consultant, Insurance
Wharton School, University of Pennsylvania
Certified Employee Benefit Specialist, Group Insurance
King Cheng's Guardian Life Insurance Experience June 2009 - Present
Job IT Support Specialist and Administrator
Industry Information Technology and Services
Experience
Guardian Life Insurance June 2009 - Present
Target Sourcing Services August 2006 - April 2009
Columbia University / Neurological Institute March 2004 - August 2006
Skills
Troubleshooting, System Administration, Network Administration, Information Technology, IT Management, Databases, Technical Support
Education
Pace University 2001 — 2003
Master, Information Systems
Guardian Life Insurance June 2009 - Present
Target Sourcing Services August 2006 - April 2009
Columbia University / Neurological Institute March 2004 - August 2006
Skills
Troubleshooting, System Administration, Network Administration, Information Technology, IT Management, Databases, Technical Support
Education
Pace University 2001 — 2003
Master, Information Systems
Dan Breslin's Guardian Life Insurance Experience 1988 - 2002
Job Director at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management June 2002 - Present
Guardian Life 1988 - 2002
Guardian Life Insurance 1988 - 2002
New York Life July 1985 - June 1988
Education
Pace University - Lubin School of Business 1986 — 1990
MBA, Corporate Finance
Rutgers University-New Brunswick 1981 — 1985
BA, History
Lazard Asset Management June 2002 - Present
Guardian Life 1988 - 2002
Guardian Life Insurance 1988 - 2002
New York Life July 1985 - June 1988
Education
Pace University - Lubin School of Business 1986 — 1990
MBA, Corporate Finance
Rutgers University-New Brunswick 1981 — 1985
BA, History
Jennifer Putney's Guardian Life Insurance Experience 1999 - 2003
Job Vice President Total Retirement Solutions Marketing & Strategy Prudential Retirement
Industry Financial Services
Experience
Prudential Retirement July 2013 - Present
Transamerica Retirement Solutions February 2010 - July 2013
Chernoff Diamond & Co., LLC September 2009 - February 2010
Pentegra Retirement Services 2004 - 2009
Guardian Life Insurance 1999 - 2003
Prudential Financial 1993 - 1999
Bank of America NT & SA, San Francisco, CA 1982 - 1987
Skills
Market Research, Marketing Communications, Advertising, Internal Communications, New Business Development, Brand Management, Public Relations, Marketing, Strategy, Creative Direction, Budgets, Management, Investments, Retirement, Sales, Sales Operations, 401k, Marketing Strategy
Education
Sweet Briar College
BA
Prudential Retirement July 2013 - Present
Transamerica Retirement Solutions February 2010 - July 2013
Chernoff Diamond & Co., LLC September 2009 - February 2010
Pentegra Retirement Services 2004 - 2009
Guardian Life Insurance 1999 - 2003
Prudential Financial 1993 - 1999
Bank of America NT & SA, San Francisco, CA 1982 - 1987
Skills
Market Research, Marketing Communications, Advertising, Internal Communications, New Business Development, Brand Management, Public Relations, Marketing, Strategy, Creative Direction, Budgets, Management, Investments, Retirement, Sales, Sales Operations, 401k, Marketing Strategy
Education
Sweet Briar College
BA
Eileen Mashimo's Guardian Life Insurance Experience 1989 - Present
Job Disability Specialist Brokerage Manager at Guardian Life Insurance
Industry Financial Services
Experience
Guardian Life Insurance 1989 - Present
Education
Providence College 1982 — 1986
BA, Political Science
Guardian Life Insurance 1989 - Present
Education
Providence College 1982 — 1986
BA, Political Science
Devin Malay's Guardian Life Insurance Experience August 2005 - December 2012
Job Regional Sales Director at Guardian Life Insurance
Industry Financial Services
Experience
Guardian Life Insurance August 2005 - December 2012
Skills
Series 7, Series 6, Mutual Funds, Retirement Planning, Fixed Annuities, Asset Allocation, Account Management, Sales, Securities, 401k, Retirement, Variable Annuities, Investments, Uniform Combined State..., Insurance, Disability Insurance, Separately Managed..., Alternative Investments
Education
Trinity College-Hartford 2001 — 2005
B.A., Political Science
St. Johns Prep
St. Johns Prep
Guardian Life Insurance August 2005 - December 2012
Skills
Series 7, Series 6, Mutual Funds, Retirement Planning, Fixed Annuities, Asset Allocation, Account Management, Sales, Securities, 401k, Retirement, Variable Annuities, Investments, Uniform Combined State..., Insurance, Disability Insurance, Separately Managed..., Alternative Investments
Education
Trinity College-Hartford 2001 — 2005
B.A., Political Science
St. Johns Prep
St. Johns Prep
Patrick Fahy's Guardian Life Insurance Experience April 2008 - March 2009
Job Design Consultant at P.T. Interiors
Industry Design
Experience
Genworth Financial November 2009 - December 2012
Guardian Life Insurance April 2008 - March 2009
AIG SunAmerica February 2006 - April 2008
College Directory Publishing August 2003 - January 2006
Skills
Fixed Annuities, Series 6, Series 63, Long-term Care, Retirement Planning, Mutual Funds, Retirement, 401k, IRAs, Variable Annuities, Life Insurance, Insurance
Education
Penn State University 1997 — 2003
BA, Business Marketing and Design
Genworth Financial November 2009 - December 2012
Guardian Life Insurance April 2008 - March 2009
AIG SunAmerica February 2006 - April 2008
College Directory Publishing August 2003 - January 2006
Skills
Fixed Annuities, Series 6, Series 63, Long-term Care, Retirement Planning, Mutual Funds, Retirement, 401k, IRAs, Variable Annuities, Life Insurance, Insurance
Education
Penn State University 1997 — 2003
BA, Business Marketing and Design
James Geocos's Guardian Life Insurance Experience DirectorING Financial ServicesMarch 1997 - June 2007
Job Director at Guardian Life Insurance
Industry Insurance
Experience
Guardian Life Insurance DirectorING Financial ServicesMarch 1997 - June 2007
ING Financial Services LLC New York 1997 - 2007
ING 1997 - 2007
ING Financial Markets LLC 1997 - 2007
Drexel Burnham Lambert 1985 - 1990
Skills
Risk Management, Fixed Income, Capital Markets, Derivatives, Equities, Financial Services, Banking, Financial Risk, Management, Portfolio Management
Education
Pace University - Lubin School of Business 1980 — 1984
BBS
Guardian Life Insurance DirectorING Financial ServicesMarch 1997 - June 2007
ING Financial Services LLC New York 1997 - 2007
ING 1997 - 2007
ING Financial Markets LLC 1997 - 2007
Drexel Burnham Lambert 1985 - 1990
Skills
Risk Management, Fixed Income, Capital Markets, Derivatives, Equities, Financial Services, Banking, Financial Risk, Management, Portfolio Management
Education
Pace University - Lubin School of Business 1980 — 1984
BBS
Frankie Cook's Guardian Life Insurance Experience November 2008 - February 2009
Job Student and Job Seeker
Industry Human Resources
Experience
Guardian Life Insurance November 2008 - February 2009
Education
Spokane Falls Community College 2008 — 2010
DTA to WAZZU, Speech Pathology Major, ASL Interpreter Minor
Guardian Life Insurance November 2008 - February 2009
Education
Spokane Falls Community College 2008 — 2010
DTA to WAZZU, Speech Pathology Major, ASL Interpreter Minor
Jim Fay CLU,ChFC,CLTC's Guardian Life Insurance Experience December 2008 - July 2010
Job General Agent at Mass Mutual Metro New York
Industry Insurance
Experience
MassMutual Metro New York July 2010 - Present
Guardian Life Insurance December 2008 - July 2010
Metropolitan Life Insurance Company June 1988 - September 2008
Education
The American College 1993 — 1995
CLU,ChFC, Insurance & Investments
Saint John's University 1984 — 1988
Bachelor, Finance
MassMutual Metro New York July 2010 - Present
Guardian Life Insurance December 2008 - July 2010
Metropolitan Life Insurance Company June 1988 - September 2008
Education
The American College 1993 — 1995
CLU,ChFC, Insurance & Investments
Saint John's University 1984 — 1988
Bachelor, Finance
Billy Grimes's Guardian Life Insurance Experience February 2001 - April 2005
Job Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management July 2012 - Present
LPL Financial June 2009 - June 2012
Sun Life Financial December 2006 - June 2009
Allianz April 2005 - August 2006
Guardian Life Insurance February 2001 - April 2005
Transamerica January 1998 - January 2000
Phoenix Investment Partners January 1997 - December 1998
Putnam Investments October 1991 - January 1997
Skills
Retirement, Series 7, Fixed Annuities, Mutual Funds, Retirement Planning, Series 63, Series 6, Finance, Asset Allocation, Variable Annuities, Financial Advisory, Wealth Management, 401k, IRAs, Series 65, Mortgage Lending, Securities, Investment Advisory
Education
Providence College 1987 — 1991
B.S., Business
Citi Personal Wealth Management July 2012 - Present
LPL Financial June 2009 - June 2012
Sun Life Financial December 2006 - June 2009
Allianz April 2005 - August 2006
Guardian Life Insurance February 2001 - April 2005
Transamerica January 1998 - January 2000
Phoenix Investment Partners January 1997 - December 1998
Putnam Investments October 1991 - January 1997
Skills
Retirement, Series 7, Fixed Annuities, Mutual Funds, Retirement Planning, Series 63, Series 6, Finance, Asset Allocation, Variable Annuities, Financial Advisory, Wealth Management, 401k, IRAs, Series 65, Mortgage Lending, Securities, Investment Advisory
Education
Providence College 1987 — 1991
B.S., Business
Richard Felitto's Guardian Life Insurance Experience January 1984 - April 2002
Job Agent Certified Senior Advisor at Bankers Life and Casualty
Industry Insurance
Experience
Bankers Life and Casualty April 2002 - Present
Guardian Life Insurance January 1984 - April 2002
Phoenix Life Insurance Company January 1974 - January 1984
Education
St. Francis College 1969 — 1973
BS, Business Management
Bankers Life and Casualty April 2002 - Present
Guardian Life Insurance January 1984 - April 2002
Phoenix Life Insurance Company January 1974 - January 1984
Education
St. Francis College 1969 — 1973
BS, Business Management
Jonathan Korn's Guardian Life Insurance Experience April 2005 - January 2013
Job Sales Executive at Moda Health, formerly ODS
Industry Insurance
Experience
Moda Health, formerly ODS May 2014 - Present
Sailing Sabbatical December 2012 - April 2014
Guardian Life Insurance April 2005 - January 2013
Skills
Health Insurance, Life Insurance, Disability Insurance, Insurance, Sales Management, Employee Benefits, Long-term Care, Health Savings Accounts, Term Life Insurance, Brokers, 401k, Retirement Planning, Sales
Education
St. Lawrence University 2000 — 2004
Biology Major. Fine Arts Minor., Biology, General
Moda Health, formerly ODS May 2014 - Present
Sailing Sabbatical December 2012 - April 2014
Guardian Life Insurance April 2005 - January 2013
Skills
Health Insurance, Life Insurance, Disability Insurance, Insurance, Sales Management, Employee Benefits, Long-term Care, Health Savings Accounts, Term Life Insurance, Brokers, 401k, Retirement Planning, Sales
Education
St. Lawrence University 2000 — 2004
Biology Major. Fine Arts Minor., Biology, General
Mary Greeley's Guardian Life Insurance Experience September 2009 - Present
Job Sales Support Specialist at Guardian Life Insurance
Industry Banking
Experience
Guardian Life Insurance September 2009 - Present
FiServ/JPMorgan Chase January 2001 - January 2009
JPMorgan Chase July 2001 - 2009
Fiserv, Inc January 2001 - January 2003
Hunt & O'Rourke LLP January 1995 - January 2001
Skills
Accounts Payable, Nonprofits, Customer Service, Process Improvement
Education
Syracuse University
BS, Communications
Guardian Life Insurance September 2009 - Present
FiServ/JPMorgan Chase January 2001 - January 2009
JPMorgan Chase July 2001 - 2009
Fiserv, Inc January 2001 - January 2003
Hunt & O'Rourke LLP January 1995 - January 2001
Skills
Accounts Payable, Nonprofits, Customer Service, Process Improvement
Education
Syracuse University
BS, Communications
Jim Lake's Guardian Life Insurance Experience November 2008 - Present
Job VP, Nat'l Sales Manager Annuity Sales at Guardian Life Insurance
Industry Investment Management
Experience
Guardian Life Insurance November 2008 - Present
Planco/Hartford December 1989 - November 2008
Skills
Separately Managed...
Education
St. Thomas University 1984 — 1988
Bachelor of Arts (B.A.), Communication and Media Studies
Monsignor Bonner HS 1980 — 1984
Guardian Life Insurance November 2008 - Present
Planco/Hartford December 1989 - November 2008
Skills
Separately Managed...
Education
St. Thomas University 1984 — 1988
Bachelor of Arts (B.A.), Communication and Media Studies
Monsignor Bonner HS 1980 — 1984
Steve Stigliano's Guardian Life Insurance Experience December 1996 - April 2009
Job Owner at SignARama Lehigh Valley
Industry Insurance
Experience
Sign-A-Rama Lehigh Valley August 2012 - Present
First Rehab Life Insurance August 2009 - August 2012
Guardian Life Insurance December 1996 - April 2009
New York Life Insurance Company 1993 - 1996
Skills
Internal & External..., Window Graphics, Vinyl Banners, Vehicle Graphics, Banners, Digital Printing, Sales, Advertising, New Business Development, Financial Services, Marketing Strategy, Account Management, Building Relationships, Selling, Product Development, Management, Business Development, Customer Experience, Contract Negotiation, Graphics, Marketing, Pricing, Leadership
Education
State University of New York College at Brockport 1974 — 1978
Bachelor of Science, Management
Sign-A-Rama Lehigh Valley August 2012 - Present
First Rehab Life Insurance August 2009 - August 2012
Guardian Life Insurance December 1996 - April 2009
New York Life Insurance Company 1993 - 1996
Skills
Internal & External..., Window Graphics, Vinyl Banners, Vehicle Graphics, Banners, Digital Printing, Sales, Advertising, New Business Development, Financial Services, Marketing Strategy, Account Management, Building Relationships, Selling, Product Development, Management, Business Development, Customer Experience, Contract Negotiation, Graphics, Marketing, Pricing, Leadership
Education
State University of New York College at Brockport 1974 — 1978
Bachelor of Science, Management
Snyder Barbara's Guardian Life Insurance Experience May 2007 - January 2011
Job VP, Capital Models & Frameworks at Prudential Financial
Industry Insurance
Experience
Prudential Financial July 2015 - Present
SCOR Global Life Americas October 2014 - May 2015
Swiss Re August 2011 - May 2014
Swiss Re May 2012 - April 2014
Guardian Life Insurance May 2007 - January 2011
MassMutual Financial Group 2001 - 2007
MassMutual Insurance Company 2001 - 2007
Skills
Insurance, Actuarial Science, Reinsurance, Life Insurance, Financial Risk, Health Insurance
Education
Western New England College School of Law 2003 — 2007
JD
Washington University in St. Louis - Olin Business School 1997 — 1999
MBA, Business Administration
SMU 1973 — 1975
BS, Mathematice
Prudential Financial July 2015 - Present
SCOR Global Life Americas October 2014 - May 2015
Swiss Re August 2011 - May 2014
Swiss Re May 2012 - April 2014
Guardian Life Insurance May 2007 - January 2011
MassMutual Financial Group 2001 - 2007
MassMutual Insurance Company 2001 - 2007
Skills
Insurance, Actuarial Science, Reinsurance, Life Insurance, Financial Risk, Health Insurance
Education
Western New England College School of Law 2003 — 2007
JD
Washington University in St. Louis - Olin Business School 1997 — 1999
MBA, Business Administration
SMU 1973 — 1975
BS, Mathematice
Nancy Harms's Guardian Life Insurance Experience 2001 - 2009
Job Director, Estate and Charitable Planning at AxaEquitable
Industry Insurance
Experience
Axa-Equitable July 2012 - Present
Axa-Equitable June 2011 - Present
Guardian Life Insurance Company of America June 2001 - May 2009
Guardian 2001 - 2009
Guardian Life Insurance 2001 - 2009
Metropolitan Life Insurance Company September 1998 - May 2001
Skills
Insurance, Employee Benefits, Management, Retirement Planning, Training, Financial Services, Wealth Management, Estate Planning, Investments, Tax, Program Management, Financial Planners, Life Insurance, Financial Planning, Fixed Annuities
Education
St. John's University School of Law 1973 — 1975
Juris Doctor, Law
Axa-Equitable July 2012 - Present
Axa-Equitable June 2011 - Present
Guardian Life Insurance Company of America June 2001 - May 2009
Guardian 2001 - 2009
Guardian Life Insurance 2001 - 2009
Metropolitan Life Insurance Company September 1998 - May 2001
Skills
Insurance, Employee Benefits, Management, Retirement Planning, Training, Financial Services, Wealth Management, Estate Planning, Investments, Tax, Program Management, Financial Planners, Life Insurance, Financial Planning, Fixed Annuities
Education
St. John's University School of Law 1973 — 1975
Juris Doctor, Law
Carlo Dianda's Guardian Life Insurance Experience
Job Senior Techical Manager
Industry Financial Services
Experience
Guardian Life Insurance
Skills
technical, leader, Software Project..., Systems Analysis, Business Analysis, System Conversion, Data Modeling, Broker-Dealer, Brokerage, Securities, Technical Documentation
Education
Pace University
MS, Information Technology
Ramapo College of New Jersey
BS, Business Administration
Guardian Life Insurance
Skills
technical, leader, Software Project..., Systems Analysis, Business Analysis, System Conversion, Data Modeling, Broker-Dealer, Brokerage, Securities, Technical Documentation
Education
Pace University
MS, Information Technology
Ramapo College of New Jersey
BS, Business Administration
Frank Gilliam's Guardian Life Insurance Experience April 2001 - December 2013
Job Senior Employee Benefits Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial December 2013 - Present
Guardian Life Insurance April 2001 - December 2013
Skills
Disability Insurance, Health Insurance, Employee Benefits, Term Life Insurance, Health Savings Accounts, Life Insurance, Insurance, Long-term Care, Dentistry, Brokers, Group Medical, Underwriting, Critical Illness, Group Insurance, Accident, 401k
Education
Samford University
B.S., Public Administration
Sun Life Financial December 2013 - Present
Guardian Life Insurance April 2001 - December 2013
Skills
Disability Insurance, Health Insurance, Employee Benefits, Term Life Insurance, Health Savings Accounts, Life Insurance, Insurance, Long-term Care, Dentistry, Brokers, Group Medical, Underwriting, Critical Illness, Group Insurance, Accident, 401k
Education
Samford University
B.S., Public Administration
Donald Long II's Guardian Life Insurance Experience March 2008 - June 2010
Job Business Analyst at Guardian Life Insurance
Industry Insurance
Experience
The Guardian Life Insurance Company of America 2010 - Present
Guardian Life Insurance March 2008 - June 2010
Education
Penn State University 1999 — 2003
BS, Marketing and Management
The Guardian Life Insurance Company of America 2010 - Present
Guardian Life Insurance March 2008 - June 2010
Education
Penn State University 1999 — 2003
BS, Marketing and Management
Heidi Laubach's Guardian Life Insurance Experience August 1987 - June 1998
Job Senior Communications Specialist at Trion
Industry Human Resources
Experience
Trion, a Marsh & McLennan Agency, LLC Company May 2010 - Present
Aon Consulting June 1998 - June 2009
Guardian Life Insurance August 1987 - June 1998
Skills
Employee Benefits, Insurance, Benefits Administration, Defined Benefit, Strategic Planning, Health Insurance, 401k, PowerPoint, Internal Communications, InCopy, Microsoft Word, Project Management, Proofreading, Presentations, Total Rewards, Writing, Wellness, Brand Development, Compliance, Health Savings Accounts, Disability Insurance, Life Insurance, Underwriting, Human Resources, Communication Training, Training
Education
Temple University
BA, Communications
Trion, a Marsh & McLennan Agency, LLC Company May 2010 - Present
Aon Consulting June 1998 - June 2009
Guardian Life Insurance August 1987 - June 1998
Skills
Employee Benefits, Insurance, Benefits Administration, Defined Benefit, Strategic Planning, Health Insurance, 401k, PowerPoint, Internal Communications, InCopy, Microsoft Word, Project Management, Proofreading, Presentations, Total Rewards, Writing, Wellness, Brand Development, Compliance, Health Savings Accounts, Disability Insurance, Life Insurance, Underwriting, Human Resources, Communication Training, Training
Education
Temple University
BA, Communications
Ashutosh Khandekar's Guardian Life Insurance Experience May 2006 - Present
Job Enterprise Data Architect at Guardian Life Insurance
Industry Insurance
Experience
Guardian Life Insurance May 2006 - Present
Bertelsmann Media Systems/Doubleday Direct/Bookspan July 1998 - May 2006
American Stock Exchange July 1994 - July 1998
Skills
Data Modeling, Data Warehousing, DB2, SDLC, Data Analysis, Business Analysis, Oracle, Business Intelligence, Enterprise Architecture, SQL, Unix, Requirements Analysis, PL/SQL, Visio, Database Design, Architecture, IT Management, Systems Analysis, Databases, ETL
Education
Pace University - Lubin School of Business 2009 — 2013
Masters of Business Administration (M.B.A), Investment Management
Pace University - Seidenberg School of Computer Science 1999 — 2001
Master of Science (M.S.), Computer Science
College of Aeronautics 1988 — 1991
Bachelor of Technology (B.Tech.), Aircraft Maintenance Engineering
Aviation High School 1985 — 1988
High School, Aircraft Maintenance Technology
Guardian Life Insurance May 2006 - Present
Bertelsmann Media Systems/Doubleday Direct/Bookspan July 1998 - May 2006
American Stock Exchange July 1994 - July 1998
Skills
Data Modeling, Data Warehousing, DB2, SDLC, Data Analysis, Business Analysis, Oracle, Business Intelligence, Enterprise Architecture, SQL, Unix, Requirements Analysis, PL/SQL, Visio, Database Design, Architecture, IT Management, Systems Analysis, Databases, ETL
Education
Pace University - Lubin School of Business 2009 — 2013
Masters of Business Administration (M.B.A), Investment Management
Pace University - Seidenberg School of Computer Science 1999 — 2001
Master of Science (M.S.), Computer Science
College of Aeronautics 1988 — 1991
Bachelor of Technology (B.Tech.), Aircraft Maintenance Engineering
Aviation High School 1985 — 1988
High School, Aircraft Maintenance Technology
Danial Kroslin's Guardian Life Insurance Experience December 2008 - July 2009
Job Senior Financial Analyst at Educational Testing Service (ETS)
Industry Defense & Space
Experience
Educational Testing Service (ETS) May 2015 - Present
Educational Testing Service (ETS) July 2013 - May 2015
Mission Solutions Engineering, LLC January 2013 - July 2013
Mission Solutions Engineering, LLC October 2009 - January 2013
Computer Sciences Corporation July 2009 - October 2009
Guardian Life Insurance December 2008 - July 2009
Skills
Program Control, Process Improvement, Access, Data Analysis, Business Analysis, Earned Value Management, Budgets, Microsoft Excel, Leadership, Microsoft Office, Project Management, MS Project, Strategic Planning, PowerPoint, Auditing, SharePoint, Variance Analysis, Accounting, Analysis, Project Planning
Education
Stockton University 2004 — 2008
BS, Finance, Economics
Steinert High School 2003 — 2004
Educational Testing Service (ETS) May 2015 - Present
Educational Testing Service (ETS) July 2013 - May 2015
Mission Solutions Engineering, LLC January 2013 - July 2013
Mission Solutions Engineering, LLC October 2009 - January 2013
Computer Sciences Corporation July 2009 - October 2009
Guardian Life Insurance December 2008 - July 2009
Skills
Program Control, Process Improvement, Access, Data Analysis, Business Analysis, Earned Value Management, Budgets, Microsoft Excel, Leadership, Microsoft Office, Project Management, MS Project, Strategic Planning, PowerPoint, Auditing, SharePoint, Variance Analysis, Accounting, Analysis, Project Planning
Education
Stockton University 2004 — 2008
BS, Finance, Economics
Steinert High School 2003 — 2004
Carol Conger Miller's Guardian Life Insurance Experience March 1993 - Present
Job Director, Life Product Implementation, Guardian Life Insurance
Industry Insurance
Experience
Guardian Life Insurance March 1993 - Present
Education
Rutgers Graduate School of Management 1981 — 1985
MBA, Finance
Douglass College, Rutgers 1975 — 1979
BA, Spanish
Guardian Life Insurance March 1993 - Present
Education
Rutgers Graduate School of Management 1981 — 1985
MBA, Finance
Douglass College, Rutgers 1975 — 1979
BA, Spanish
Brandon Medina's Guardian Life Insurance Experience April 2006 - October 2009
Job Private Client Mortgage Banker NMLS #1021457
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
Woodbury Bar San Francisco January 2013 - Present
Computershare February 2011 - December 2012
J.C. Insurance Services February 2010 - February 2011
Guardian Life Insurance April 2006 - October 2009
Skills
Salesforce.com, Business Development, Sales, Customer Service, Account Management, Business Analysis, Financial Services, CRM, Leadership, Customer Retention, Relationship Management, Process Improvement
Education
San Francisco State University 2003 — 2006
BA/BS, Political Science and Criminal Justice
JPMorgan Chase January 2013 - Present
Woodbury Bar San Francisco January 2013 - Present
Computershare February 2011 - December 2012
J.C. Insurance Services February 2010 - February 2011
Guardian Life Insurance April 2006 - October 2009
Skills
Salesforce.com, Business Development, Sales, Customer Service, Account Management, Business Analysis, Financial Services, CRM, Leadership, Customer Retention, Relationship Management, Process Improvement
Education
San Francisco State University 2003 — 2006
BA/BS, Political Science and Criminal Justice
Scott Raymaakers's Guardian Life Insurance Experience August 2009 - Present
Job Director, Distributed IT Support Services at Guardian Life Insurance
Industry Insurance
Experience
Guardian Life Insurance August 2009 - Present
Skills
IT Strategy, SDLC, Disaster Recovery, Visio, Virtualization, ITIL, SharePoint, Databases, Project Portfolio..., Security, Business Process, Information Security..., PMO, Microsoft SQL Server, Requirements Gathering, Vendor Management, IT Service Management, SQL, Business Continuity, Incident Management, Business Analysis, Active Directory, IT Management, Requirements Analysis, Information Security, Business Intelligence, Business Requirements, Network Security, Information Technology, Systems Analysis, Risk Management, Data Center, Enterprise Architecture, Process Improvement, Software Project..., PMP, Network Administration, Business Process..., IT Operations
Education
Quinnipiac University 1980 — 1985
Bachelor of Science (B.S.), Information Technology
Pittsfield High School 1976 — 1980
Guardian Life Insurance August 2009 - Present
Skills
IT Strategy, SDLC, Disaster Recovery, Visio, Virtualization, ITIL, SharePoint, Databases, Project Portfolio..., Security, Business Process, Information Security..., PMO, Microsoft SQL Server, Requirements Gathering, Vendor Management, IT Service Management, SQL, Business Continuity, Incident Management, Business Analysis, Active Directory, IT Management, Requirements Analysis, Information Security, Business Intelligence, Business Requirements, Network Security, Information Technology, Systems Analysis, Risk Management, Data Center, Enterprise Architecture, Process Improvement, Software Project..., PMP, Network Administration, Business Process..., IT Operations
Education
Quinnipiac University 1980 — 1985
Bachelor of Science (B.S.), Information Technology
Pittsfield High School 1976 — 1980
Nick Tates's Guardian Life Insurance Experience June 2008 - August 2012
Job Senior Developer at Global DMS
Industry Computer Software
Experience
Global DMS September 2012 - Present
Guardian Life Insurance June 2008 - August 2012
It's A Kids World Inc June 2006 - June 2008
Skills
.NET, C#, ASP.NET MVC, HTML, CSS, XML, XSD, JavaScript, jQuery, Visual Studio, Shell Scripting, PL/SQL, SQL Server, Perl, Jenkins, TFS, PHP, SQL Server 2005/2008, Oracle 10g, Tortoise SVN, Annuities, 401k, J2SE, J2EE, Magic, UniPaas, Continuous Integration, Microsoft SQL Server, ASP.NET, AJAX, Database Design, Software Development, SQL, SDLC, Oracle
Education
Penn State University 2004 — 2008
BS, Mathematics
Global DMS September 2012 - Present
Guardian Life Insurance June 2008 - August 2012
It's A Kids World Inc June 2006 - June 2008
Skills
.NET, C#, ASP.NET MVC, HTML, CSS, XML, XSD, JavaScript, jQuery, Visual Studio, Shell Scripting, PL/SQL, SQL Server, Perl, Jenkins, TFS, PHP, SQL Server 2005/2008, Oracle 10g, Tortoise SVN, Annuities, 401k, J2SE, J2EE, Magic, UniPaas, Continuous Integration, Microsoft SQL Server, ASP.NET, AJAX, Database Design, Software Development, SQL, SDLC, Oracle
Education
Penn State University 2004 — 2008
BS, Mathematics
amina hassan's Guardian Life Insurance Experience September 2007 - March 2009
Job UNIX Administrator at Unisys
Industry Information Technology and Services
Experience
Unisys June 2012 - Present
Accenture June 2011 - September 2011
Neiman Marcus March 2010 - February 2011
MetLife April 2009 - January 2010
Guardian Life Insurance September 2007 - March 2009
Green Point Bank July 2006 - June 2007
Moody's Investors Services November 2005 - May 2006
Skills
AIX, Solaris, Servers, Disaster Recovery, DNS, Data Center, Red Hat Linux, Unix, Shell Scripting, IT Service Management, SAN, System Administration, Cluster, Linux
Education
Osmania University 2003 — 2005
Master, Computer Application
Unisys June 2012 - Present
Accenture June 2011 - September 2011
Neiman Marcus March 2010 - February 2011
MetLife April 2009 - January 2010
Guardian Life Insurance September 2007 - March 2009
Green Point Bank July 2006 - June 2007
Moody's Investors Services November 2005 - May 2006
Skills
AIX, Solaris, Servers, Disaster Recovery, DNS, Data Center, Red Hat Linux, Unix, Shell Scripting, IT Service Management, SAN, System Administration, Cluster, Linux
Education
Osmania University 2003 — 2005
Master, Computer Application
Srujana Thakore's Guardian Life Insurance Experience 2007 - 2008
Job Senior Business Systems Analyst
Industry Information Technology and Services
Experience
Self-employed Business System AnalystIBM2013 - 2013
Wells Fargo 2011 - 2013
Wells Fargo 2011 - 2013
Guardian Life Insurance 2007 - 2008
Guardian Life Insurance 2007 - 2008
Skills
Business Analysis, Vendor Management, Requirements Gathering, SQL, Requirements Analysis, Management, SDLC, Software Documentation, Microsoft SQL Server, Java, Project Management
Education
The University of Manchester
Self-employed Business System AnalystIBM2013 - 2013
Wells Fargo 2011 - 2013
Wells Fargo 2011 - 2013
Guardian Life Insurance 2007 - 2008
Guardian Life Insurance 2007 - 2008
Skills
Business Analysis, Vendor Management, Requirements Gathering, SQL, Requirements Analysis, Management, SDLC, Software Documentation, Microsoft SQL Server, Java, Project Management
Education
The University of Manchester