Hartford/Planco Company

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Hartford/Planco Employees

Employee
Years
Job
Industry
Stephen J Avery, ChFC, CFS Stephen J Avery, ChFC, CFS Greater Pittsburgh Area Details
Stephen J Avery, ChFC, CFS's Hartford/Planco Experience April 2004 - October 2007
Job Divisional Vice President AIG Financial Distributors
Industry Financial Services
Experience
AIG  January 2013 - Present
Nationwide Financial Services  October 2009 - January 2013
Lincoln Financial Distributors  September 2007 - October 2009
Hartford/Planco   April 2004 - October 2007
Smith Barney  December 1999 - April 2004
Pittsburgh Steelers, Houston Oilers, Green Bay Packers   1989 - 1997

Skills
Sales Management, Marketing Strategy, Retirement Planning, Musician, Motivational Speaking, Sales, Sales Operations, Retirement, Series 63, Leadership, Team Building, 401k, Financial Services, Insurance, Life Insurance, Marketing, Mutual Funds, Recruiting, Business Development, Series 7, Fixed Annuities, Asset Allocation, Variable Annuities, Strategic Planning

Education
Institute Of Business And Finance   2014 — 2015
Certified Fund Specialist, Financial Planning, Asset Allocation and Diversification

The American College
Chartered Financial Consultant, Financial Planning and Services

Northern Michigan University   1984 — 1989
Bachelor Of Science, Business Management

Jeff Rosen Jeff Rosen Greater Atlanta Area Details
Jeff Rosen's Hartford/Planco Experience November 2001 - August 2006
Job Regional Vice President at AAM Advisor's Asset Management
Industry Financial Services
Experience
AAM - Advisor's Asset Management   January 2015 - Present
Forethought Financial Group, Inc.   January 2013 - January 2015
The Hartford  September 2012 - January 2013
Dolan Capital Group, LLC   February 2012 - September 2012
FAccess   October 2010 - November 2011
Pacific Life  January 2010 - February 2011
Lincoln Financial Distributors  August 2006 - June 2009
Lincoln Financial Distributors  August 2006 - December 2007
Hartford/PLANCO   November 2001 - August 2006

Skills
Series 7, Series 63, Mutual Funds, Salesforce.com

Education
University of Massachusetts, Amherst   1987 — 1991
BA, Economics

North High

Kevin Hamill Kevin Hamill Greater Philadelphia Area Details
Kevin Hamill's Hartford/Planco Experience December 2006 - July 2009
Job President at Alliances Insurance Agency, LLC
Industry Insurance
Experience
Alliances Insurance Agency, LLC   August 2012 - Present
BNI  November 2012 - Present
Creative Financial Group  October 2009 - July 2012
Hartford/PLANCO   December 2006 - July 2009
John Kennedy Ford   2005 - 2006

Skills
Retirement Planning, Insurance, Investments, Series 63, Estate Planning, Fixed Annuities, Series 6, Securities, Financial Services, Life Insurance, Small Business, Finance, Property & Casualty..., Employee Benefits, Financial Planners, Retirement, FINRA, Sales, Umbrella Insurance, Term Life Insurance, Long-term Care, Mutual Funds, 401k

Education
Kutztown University of Pennsylvania
Marketing/Management

Dan Sites Dan Sites Greater Minneapolis-St. Paul Area Details
Dan Sites's Hartford/Planco Experience November 2002 - February 2005
Job
Industry Financial Services
Experience
Sites Insurance Agency L.L.C.   October 2011 - Present
Advisors Resource LLC  August 2010 - February 2011
Hartford Retirement Plans Group   September 2006 - August 2009
Sun Life Financial  February 2005 - September 2006
Hartford/Planco   November 2002 - February 2005
Woodbury FInancial (formerly Fortis Financial)   July 2000 - July 2002
CNA  November 1999 - July 2000
Transamerica  June 1998 - October 1999
Fortis Financial Group  March 1994 - July 1998
Prudential Insurance  October 1989 - March 1994

Education
University of Minnesota-Twin Cities   1975 — 1977

Inver Hills Community College   1973 — 1975
AA, Law Enforcement

Peter Chandler, CFP®, MBA Peter Chandler, CFP®, MBA Greater New York City Area Details
Peter Chandler, CFP®, MBA's Hartford/Planco Experience March 2003 - April 2005
Job Regional Vice President at ICON Investments
Industry Financial Services
Experience
ICON Investments  July 2012 - Present
Sun Life Financial  April 2005 - January 2012
Hartford/Planco   March 2003 - April 2005
Northern NJ   September 2002 - March 2003

Skills
Series 7, Series 63, CFP®, Alternative Investments, Public Speaking, Annuities, Retirement Planning, Investment Planning, Estate Planning, Insurance, Fixed Annuities, 401k, Asset Allocation, Financial Planning, Investments, Mutual Funds, Retirement, Securities, Series 6, Strategic Financial...

Education
University of Southern Maine, MBA   2000 — 2001
MBA, Marketing and Finance

State University of New York College at Potsdam   1994 — 1998
Bachelor of Arts, Industrial Labor Relations

Jennifer (Fell) Whigham Jennifer (Fell) Whigham Greater Philadelphia Area Details
Jennifer (Fell) Whigham's Hartford/Planco Experience 2000 - 2004
Job Independent Consultant at The Pampered Chef
Industry Financial Services
Experience
The Pampered Chef  June 2013 - Present
BNY Mellon  February 2011 - February 2013
Lincoln Financial Group  August 2005 - December 2008
Lincoln Financial Group  February 2007 - July 2008
PLANCO  2003 - 2004
Hartford/PLANCO   2000 - 2004

Skills
Account Management, Product Marketing, Business Development, Sales, Product Management, Marketing, Management, Selling, Strategic Planning, Sales Management, Series 63, Series 6, Fixed Annuities, Training, Life Insurance, Project Planning, Time Management, Financial Advisory, Mutual Funds, Financial Services, Relationship Management, Insurance, Investments

Education
Villanova University   2005 — 2008
Masters, MBA

Indiana University of Pennsylvania   1996 — 2000
International Business

Semester at Sea   1998 — 1998

Matthew Ferreri Matthew Ferreri Louisville, Kentucky Area Details
Matthew Ferreri's Hartford/Planco Experience June 1999 - September 2000
Job Regional Sales Vice President at MetLife
Industry Financial Services
Experience
MetLife  April 2008 - Present
Sun Life Financial  June 2006 - April 2008
AIG SunAmerica  August 2004 - June 2006
AIG SunAmerica  September 2000 - August 2004
Hartford/PLANCO   June 1999 - September 2000

Skills
Series 63, Retirement, Leadership, Series 6, Life Insurance, Fixed Annuities, Series 7, New Business Development, Variable Annuities, Wealth Management, Training, Retirement Planning, Insurance, Mutual Funds, Sales, Financial Services, Long-term Care

Education
University of Louisville   1991 — 1996

St. Xavier High School   1987 — 1990

Joe Torrance Joe Torrance Philadelphia, Pennsylvania Details
Joe Torrance's Hartford/Planco Experience June 2006 - August 2007
Job Financial Consultant at Citizens Bank
Industry Financial Services
Experience
Citizens Bank  April 2012 - Present
Hartford Life  May 2010 - August 2012
First Commonwealth Advisors  April 2009 - May 2010
HARTFORD/ PLANCO   August 2007 - December 2008
HARTFORD/PLANCO   June 2006 - August 2007
HARTFORD/PLANCO   January 2006 - May 2006

Skills
Series 7, Chartered Mutual Fund..., Financial Advisory, Series 63, Retirement Planning, Mutual Funds, Fixed Annuities, Retirement, 401k, Series 6

Education
Penn State University   2001 — 2005
BA, Business

Chad Kastner Chad Kastner Greater Minneapolis-St. Paul Area Details
Chad Kastner's Hartford/Planco Experience July 1997 - Present
Job Vice President Planco/The Hartford
Industry Financial Services
Experience
Hartford/Planco   July 1997 - Present

Education
University of Minnesota-Twin Cities   1993 — 1997
BS, Economics

Jesse Brownell Jesse Brownell Denver, Colorado Details
Jesse Brownell's Hartford/Planco Experience March 2008 - August 2008
Job Regional Sales Director at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P.   June 2013 - Present
The Hartford  August 2008 - June 2013
Hartford/Planco   March 2008 - August 2008
Colorado Rockies Baseball Club  June 2005 - March 2008

Skills
Series 6, Series 63, Fixed Annuities, Mutual Funds, Variable Annuities, Product Marketing

Education
University of Iowa   2001 — 2005
Bachelor Liberal Arts and Sciences/Business Marketing, Sports Marketing

Bernadette Bridy Bernadette Bridy Greater Philadelphia Area Details
Bernadette Bridy's Hartford/Planco Experience 1997 - 2004
Job Vice President, Marketing at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners  January 2013 - Present
Lincoln Financial Group  September 2004 - October 2012
PLANCO  August 1997 - August 2004
Hartford/PLANCO   1997 - 2004

Skills
Marketing Strategy, Marketing Communications, Digital Marketing, Email Marketing, Marketing Management, Product Marketing, Marketing, Marketing Research, Social Media Marketing, Mutual Funds, Variable Annuities, Marketing Analytics, Metrics, Life Insurance, Investments, Retirement Income, Brand Awareness, Brand Architecture, Brand Implementation, 401k, Web Content, Change Management, Management, Strategic Planning, Campaign Strategies, Campaigns

Education
Miami University   1990 — 1994
Bachelor of Arts, Political Science/English-Journalism

Consuelo Bono Consuelo Bono Greater Philadelphia Area Details
Consuelo Bono's Hartford/Planco Experience 2007 - 2008
Job Insurance Professional
Industry Insurance
Experience
Hartford/PLANCO   2007 - 2008
PLANCO  1994 - 2008
PLANCO  1994 - 2008
PLANCO  January 2000 - January 2004
PLANCO  January 1995 - January 2000
PLANCO  January 1994 - January 1995

Education
Montgomery County Community College   1990 — 1991
Associates Degree, Business

Montgomery County Community College   1989 — 1991
Associates, Business