LIMRA International
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LIMRA International Employees
The Hartford April 2014 - Present
ING Financial Services December 2005 - April 2014
LIMRA International July 2001 - November 2005
Skills
Analysis &..., Survey Design, Project Management, Market Research, Statistical Software, Competitive Intelligence, SPSS, Access, Voice of the Customer, Brand Tracking, Segmentation, Primary Reseasrch, Analysis, Leadership, Statistics, Quantitative Research, Data Analysis, Marketing
Education
Clark University 2000 — 2001
MBA, Marketing
Clark University 1996 — 2000
BA, Psychology
Philips Lighting March 2014 - Present
Lincare Holdings, Inc July 2013 - February 2014
Philips May 2005 - July 2013
Raytel Cardiac Services 2004 - 2005
Limra International January 2000 - January 2004
Various Organizations January 1999 - January 2000
Aetna June 1989 - July 1999
Skills
Salesforce.com, Sales, Marketing Strategy, Process Improvement, Sales Management, Project Management, Sales Operations, Coaching, Cross-functional Team..., Budgets, Management, Training, Strategy, Medical Devices, Marketing, CRM, Direct Sales, Marketing Management, Competitive Analysis, Product Development, Healthcare, New Business Development, Product Management, Product Marketing, Product Launch, Sales Process, Marketing Communications, Selling, Account Management, Business Development, B2B, Forecasting, Key Account Management, Sales Presentations, Start-ups, Pricing, Leadership, Cold Calling, Solution Selling, Strategic Partnerships, Market Research, Business Strategy, Market Development, Market Planning, SaaS, Business Planning, Team Building, Lead Generation, Team Leadership, Customer Relations
Education
University of Phoenix 2008 — 2012
BSB, Marketing, 3.88
Bay Path College 1988 — 1990
AAS, Executive Assistant/Executive Secretary
Stafford High School 1984 — 1988
Genworth October 2004 - Present
LIMRA International 1990 - 2004
Travelers Insurance 1986 - 1990
Aetna 1981 - 1986
Skills
Life Insurance, Mutual Funds, Insurance, CRM, Fixed Annuities, Financial Planning, Financial Services, Long-term Care, Underwriting, Retirement, Retirement Planning, Series 6, Management, Disability Insurance, Term Life Insurance, Series 63, Health Insurance
Education
The University of Connecticut School of Law 1998 — 2002
JD, Business and Tax Law
Hartwick College
University of Hartford
MBA, Marketing/Finance
TuneCore May 2013 - Present
USI Consulting Group January 2011 - May 2013
USI Consulting Group March 2010 - December 2010
LIMRA International June 2008 - August 2008
Skills
Actuarial Exams, SPSS, R, SQL, SAS, Perl, SPSS Clementine
Education
Central Connecticut State University 2010 — 2012
Masters of Arts, Statistics, 3.1
The University of Connecticut 2005 — 2009
Bachelors of Arts, Mathematics/ Actuarial Sciences
Bankers Life May 2014 - Present
Bankers Life January 2008 - April 2014
LIMRA International 2008 - April 2014
NAFDA (North America Field Development Association) April 2011 - April 2013
Bankers Life October 2006 - January 2008
Bankers Life December 2005 - October 2006
Skills
Sales Operations, Operating Budgets, Budget Monitoring, Operating Expenses, Training, Insurance, Leadership, Life Insurance, Health Insurance, Sales Management, Fixed Annuities, Sales, Public Speaking, Selling, Leadership Development, Whole Life, Long-term Care, Management, Strategy, Retirement, Long Term Care Insurance, Disability Insurance, Employee Training, Universal Life, Employee Benefits, Business Coaching, Program Facilitation, Contract Negotiation, Account Management, Risk Management, Training Program..., Sales Coaching, Promotions
Education
Eastern Michigan University 1997 — 2001
BA, Literature, Art
Avanza Communications, LLC January 2002 - Present
Business and Legal Reports 2001 - 2002
Eastbridge Consulting Group, Inc. 1991 - 1999
Harry Lew and Company/Business and Financial Writers 1987 - 1991
LIMRA International 1985 - 1987
LIMRA International 1984 - 1985
LIMRA International 1980 - 1984
Skills
Content Development, Public Relations, B2B Marketing, Leadership, Advertising, Content Writing, Project Management, Content Management, Content Strategy, Newsletters, Strategy, Corporate Communications, Content Planning, Blogging, Content Strategy..., Marketing, Content Editing, Thought Leadership..., Business Planning, Development of Sales..., Salesforce Training, Plannning, Websites, Social Media, Web Publishing, E-newsletters, Social Media Content, Case Studies, White Papers, Business Plans, Sales Proposals, Blog Content, Marketing Communications, Entrepreneurship, Media Relations, B2B, Management Consulting, Management, Publishing, Brand Journalism
Education
University of Connecticut 1996 — 1999
MBA
Central Connecticut State University
B.A.
Trinity College
AlliedPRA Destination Management April 2012 - Present
LIMRA International February 2010 - April 2012
LOMA February 2010 - April 2012
Atlanta Arrangements, a GEP Company March 2003 - October 2009
Embassy Suites Perimeter July 2001 - March 2003
Holy Spirit Catholic Church June 2000 - July 2001
LSU Alumni Association December 1995 - June 2000
Skills
Event Planning, Management, Hotels, Workshops, Non-profits, Creative Direction, Budgets, Public Relations, Event Management, Strategic Planning, Social Media, Customer Service, Marketing, Public Speaking, Team Building, Marketing Strategy, Meeting Planning, Sales, New Business Development
Education
Louisiana State University 1988 — 1993
Bachelor of Arts, General Studies; Minors in Speech & Spanish
PwC (PricewaterhouseCoopers, LLC) October 2011 - Present
LIMRA International July 2008 - October 2011
MetLife March 2007 - June 2008
Century 21 Real Estate LLC December 2000 - March 2007
Realogy 2000 - 2007
Cendant 1999 - 2007
Leukemia & Lymphoma Society January 1999 - December 2000
The Chase Manhattan Bank 1996 - 1998
Republic National Bank of NY February 1989 - January 1995
Skills
Training, Leadership, Instructional Design, Leadership Development, Public Speaking, Coaching, Team Building, Strategic Planning, Talent Management
Education
New York University 1989 — 1994
MA, Organizational Development
Long Island University, Brooklyn Campus 1985 — 1987
BA, Psychology
Kingsborough Community College 1982 — 1985
AAS, Early Childhood Education
Union County Division of Social Services January 2014 - Present
Union County Division of Social Services January 2013 - January 2014
Safe Alliance (formerly United Family Services) May 2012 - January 2013
District Court December 2010 - January 2013
OT South April 2008 - October 2010
Family Child Care Business April 1996 - March 2000
LIMRA International June 1987 - February 1996
Skills
Early Intervention, Teaching, Supervisory Skills, Curriculum Development, Community Outreach, Advocacy, Child Advocacy, Crisis Intervention, Non-profits, Nonprofits, Case Managment, Coaching, Program Development, Social Services, Public Speaking, Child Development, Adolescents, Training, Event Planning, Interventions, Community Organizing, Youth Development, Community Development, Mental Health, Workshop Facilitation, Case Management
Education
Saint Joseph College
M.A., Education
The University of Connecticut
B.A., English
Hartford College for Women
A.A., Liberal Arts
The Loomis Chaffee School
High School Diploma
LIMRA, LOMA 2014 - Present
LIMRA International January 2010 - December 2014
Clearview Partners August 2001 - March 2007
Trinity Communications January 1996 - May 2000
Skills
Strategy, Insurance, Financial Services, Life Insurance, Retirement, Leadership, Fixed Annuities, Sales, Strategic Planning, Employee Benefits, Marketing, Retirement Planning, Relationship Management, Business Development, Sales Management, Strategic Financial..., Account Management, Financial Planning
Education
Nichols College
BBA, Management
Suffolk University
Masters, Counseling
AOL Platforms March 2015 - Present
Tal-Ex (as a consultant to Advertising.com) November 2013 - February 2015
Soft-Con Enterprises, Inc. 2011 - 2013
Western International University 2011 - 2012
T. Rowe Price 2004 - 2010
Independent 1998 - 2004
LIMRA International May 1991 - February 1998
Skills
Project Management, PMP, Program Management, Agile Methodologies, Business Process, Business Intelligence, Business Analysis, Management, SDLC, PMI, Integration, Systems Analysis, MS Project, Requirements Analysis, PMO, Project Portfolio..., Business Process..., Enterprise Software, Software Project..., Consulting, Agile Project Management, Visio
Education
University of Maryland University College 2005 — 2007
MBA
Charter Oak State College
BA
LIMRA International May 1999 - Present
DRF Consulting Services 1996 - 1999
ISI Investment Services 1994 - 1996
Prudential Securities 1980 - 1992
Skills
Training Design, Public Speaking, Sales Force..., Instructional Design, Leadership Development, Financial Services, Sales Effectiveness, Leadership, Employee Training, Talent Management, Training, Recruiting, Retirement Planning, Insurance, Management Development, Marketing, Fixed Annuities, Project Management, Sales, Strategy, Performance Management, Coaching, Employee Benefits, Retirement, Hiring, Executive Coaching, Life Insurance
Education
Marymount College 1973 — 1975
BA, Psychology, Education
Marymount Manhattan College 1970 — 1972
Bachelore of Arts, Psychology, Education
State Farm Insurance January 2011 - Present
LIMRA International 2008 - Present
State Farm Insurance August 2008 - January 2011
State Farm Insurance 2000 - 2008
Skills
Life Insurance, Recruiting, Leadership, Health Insurance, Disability Insurance, Insurance, Financial Services, Property & Casualty..., Retirement, Long-term Care, Whole Life, Term Life Insurance, Leadership Development, Coaching, Fixed Annuities, Employee Benefits, Universal Life, Retirement Planning, Underwriting, Small Business, Sales, Homeowners, Agents, Innovation, Long Term Care Insurance, Workers Compensation, Professional Liability, Accident, Talent Acquisition, Team Building, Financial Planners, Strategic Financial..., Casualty, General Insurance, Legal Liability, Training, 401k, Claim, Umbrella Insurance, Risk Management, Mutual Funds, Commercial Insurance, Liability, Health Savings Accounts, IRAs, Medicare, Execution Skills, Business, Customer Retention, Critical Illness
Education
The American College 1997 — 2002
Clu, Chfc
University of Montevallo 1977 — 1981
BS, business, economics, marketing
Therapeutic Massage 1999 - 2015
United Way of Connecticut May 2006 - July 2013
LIMRA International 1990 - 2006
WELI Radio 1986 - 1989
WLIS Radio 1983 - 1986
Skills
Non-profits, Community Outreach, Public Speaking, Research, PowerPoint, Microsoft Office, Microsoft Excel, Project Management, Survey Design, Volunteer Management, Nonprofits, Grants, Program Development, Community Development, Leadership Development, Event Planning, Leadership, Grant Writing
Education
Springfield College 2013 — 2016
Master's of Science, Occupational Therapy/Therapist
Hartford Seminary 2002 — 2006
Women's Leadership Institute
The University of Connecticut 1989 — 1990
MA, Political Science
University of Massachusetts, Amherst 1980 — 1983
BA, Communications
GfK Custom Research North America August 2012 - Present
GfK Custom Research North America December 2008 - August 2012
MS&L Worldwide May 2006 - November 2008
DYG (Daniel Yankelovich Group) September 2005 - May 2006
GFK (formerly NOP World) August 1990 - July 2005
LIMRA International 1989 - 1990
American Council of Life Insurance August 1986 - August 1988
Skills
Customer Insight, Advertising Research, Quantitative Research, Consumer Behaviour, Competitive Analysis, Segmentation, Brand Equity, Market Research, Marketing Research, Brand Architecture, Strategic Communications, Analytics, Focus Groups, Questionnaire Design, Marketing Strategy
Education
The University of Connecticut 1990 — 1991
MA, Public Affairs, Survey Research
Connecticut College 1982 — 1986
BA, Government and Hispanic Studies
Cigna January 2013 - Present
Cigna June 2009 - December 2012
Valerie Barker Communications December 2008 - June 2009
HRH August 2006 - November 2008
Valerie Barker Communications, USA and England June 1990 - July 2006
LIMRA International January 1988 - August 1990
LIMRA International September 1985 - December 1987
Skills
Public Relations, Project Management, Team Leadership, Concept Development, Integrated Marketing, Marketing, Public Speaking, Collateral, Research, Financial Services, Internal Communications, Marketing Communications, Speech Writing, Strategic Planning, Press Releases, Newsletters
Education
Boston University
BA, English, Magna Cum Laude
University of East Anglia
MA, English
Collaborative Prose May 2012 - Present
Martino & Binzer September 2013 - June 2014
Connecticut Bar Association March 2013 - July 2013
LIMRA (LL Global Inc.) August 1998 - May 2012
Collaborative Prose January 1998 - November 2006
LIMRA International July 1995 - July 1998
The Denver Daily Journal May 1987 - March 1991
The Hartford Courant February 1984 - December 1986
WWUH 91.3 FM West Hartford CT 1980 - 1984
Skills
Newsletters, Corporate Communications, Copy Editing, Magazines, Radio Broadcasting, Voice Over for..., Freelance Writing, Creative Writing, Book Writing, Web Content, Start-up Ventures, Sports Marketing, Editorial, Editorial Process, Editorial Consulting, Editorial Product..., Music Industry, Musicians, Music Education, Sports writing, Ghostwriting, Microsites, Web Marketing, Media Relations, Medical Writing, Creative Arts, Publishing, Architecture, Audio Engineering, Content Management, Screening Resumes, Screenwriting, Blogging, Social Media, Social Media Marketing, Social Networking, Songwriting, Public Relations, Publications, Voiceovers, Promotions, Sports Writing, Editing, Marketing, Strategy, Interviews, Newspapers, Advertising, Content Development, Creative Direction
Education
University of Colorado at Denver 1988 — 1989
Masters of Communications (not finished)
University of Hartford 1981 — 1985
BA Communications, Mass Media and English (with an emphasis on Journalism)
Lincoln Financial Group September 2014 - Present
Cigna January 2014 - September 2014
Cigna 2012 - January 2014
MassMutual Financial Group 2007 - 2012
LIMRA International 2000 - 2007
Baystate Health System 1997 - 2000
Health New England 1996 - 1997
Linkage 1994 - 1995
Aetna 1992 - 1994
Skills
Market Research, Segmentation, Customer Insight, Marketing Research, Analytics, Strategy, Leadership, Marketing Strategy, Survey Design, Quantitative Research, Business Intelligence, Statistics, Focus Groups, Data Analysis, Business Development, Voice of the Customer, Qualitative Research, Customer Satisfaction, Insurance, Customer Experience, Program Management, CRM, Public Speaking, Brand Loyalty, Quantitative Analytics, Survey Research, Net Promoter Score, Customer Journey Mapping
Education
The University of Connecticut 1988 — 1997
Ph.D., Industrial/Organizational Psychology
University of Connecticut 1984 — 1988
B.A., Psychology
LIMRA October 2010 - Present
LIMRA April 2007 - October 2010
LIMRA International October 2001 - April 2007
Aetna International 1998 - 1999
Ministry of Commerce 1988 - 1997
Skills
Sales Management, International Relations, Asian markets, international sales..., Contract Negotiation, government affairs, Strategy, Government, Strategic Planning, Business Development, Management, International Business, Life Insurance, Financial Services, Mergers & Acquisitions, Executive Management, Insurance, Business Strategy, Management Consulting, Business Planning, Strategic Financial..., Leadership, Investments, Fixed Annuities, Risk Management, Series 6
Education
The George Washington University - School of Business 1999 — 2001
MBA, Business Administration and Management, General
Shanghai University of International Business & Economics 1984 — 1988
BA, International Business
Harvard Law School
Negotiation Skills
The American College of Financial Services
CLU
Wharton Business School
LLIF, Leadership Skills
LIMRA International March 1991 - Present
Skills
Securities, FINRA, Mutual Funds, Insurance, Fixed Annuities
Education
University of Connecticut 1970 — 1974
BA, History
CEB March 2015 - Present
Marriott International November 2013 - March 2015
U.S. Office of Personnel Management June 2011 - November 2013
George Washington University August 2010 - May 2012
American Board for the Certification of Teacher Excellence June 2010 - August 2010
James Madison University August 2009 - May 2010
James Madison University August 2008 - August 2009
LIMRA International June 2008 - August 2008
Skills
Statistics, SPSS, Psychometrics, Research Design, Research, SAS, Survey Design, Psychology, Leadership Development, Personality Assessment, Mplus, Statistical Data..., Survey Research, LISREL, Tableau, Data Analysis, Data Visualization, Microsoft Excel
Education
The George Washington University 2010 — 2014
Ph.D., Industrial-Organizational Psychology
James Madison University 2008 — 2010
M.A., Quantitative Psychology
James Madison University 2004 — 2008
B.S., Psychology
Tableau Training
Iránytű - international bestsellers for financial advisors 2011 - Present
Talento Consulting 2010 - Present
LIMRA International 2002 - Present
Talento Team Language School 2000 - Present
ABN AMRO Insurance Company 1999 - 2000
Skills
Executive Coaching, Coaching, Insurance, Strategic Planning, Public Speaking, Leadership Development, Life Insurance, Performance Management, Team Building, Training, Management Development, Sales, Program Management, Strategy, Management
Education
Eötvös Loránd Tudományegyetem 1987 — 1992
MA, English and Hungarian Literature and Linguistics
Szegedi Tudományegyetem 1995 — 1997
Bachelor of Arts (BA), Mental Health Counseling/Counselor
Synechron December 2014 - Present
Book 2014 - 2015
LIMRA International March 2010 - November 2014
LIMRA July 1998 - November 2014
AMS Windsor, CT April 1997 - July 1998
Phoenix Life Insurance Company January 1994 - April 1997
Toucan (Division of Queue, Inc April 1992 - November 1993
Skills
SharePoint, Project Management, Process Improvement, Testing, Microsoft SQL Server, Strategic Planning, Requirements Analysis, Troubleshooting, Insurance, Training, Change Management, Business Analysis, SQL, Analysis, Problem Solving, Programming, Microsoft Word, Microsoft Excel, PowerPoint, Access, Quality Assurance, Data Analysis, Vendor Management, Team Leadership, Program Management, Management, Leadership, Agile Methodologies, Certified Scrum Master..., Release Management, Rally
Education
ScrumMaster Training 2013 — 2013
National Training Seminars 2012 — 2013
Leadership, communication, and team building
SNEC-PMI 2011 — 2011
Bay Path College 2009 — 2011
MBA, Entrepreneurial Thinking and Innovative Practices
Central Connecticut State University 1986 — 1990
BA, English/Journalism
Christ Church June 2015 - Present
Eastport, Maine 1970 - Present
Quoddy Voices February 2014 - Present
Cobscook Community Learning Center October 2011 - Present
St. Aidan's Episcopal Church September 2011 - June 2015
Berkshire Life June 2001 - June 2011
LIMRA International May 1999 - June 2001
Skills
Composition, Pianist, Conductor, Organist, Chamber Music, Classical, Choral, Orchestral, Music Theory, Music, Teaching, Orchestral Music, Music Education, Sound, Vocal, Opera, Singing, Musicians, Performing Arts, Conducting, Keyboards, Musical Theatre, Piano, Ensemble, Orchestration, Accompaniment, Choral Conducting, Finale, Music Publishing, Music Technology, Music History, Piano Education, Concerts, Electronic Music, Contemporary Music, Church Music, Organ, Songs
Education
State University of New York College at Buffalo 1975 — 1977
Ph.D., Music composition
California Institute of the Arts 1971 — 1973
MFA, Music
Duke University 1967 — 1971
BA, Music
American Council on Education November 2010 - Present
LIMRA International January 1999 - March 2008
Obama for America 2007 - 2008
Ameriprise Financial Services, Inc. November 1996 - February 1998
Houghton Mifflin May 1994 - November 1995
Tufts Medical Center October 1985 - May 1994
Skills
Development Operations, Process Improvement, Prospect Research, Project Management, Member Relations, Raiser's Edge, SharePoint, Management, CRM, Event Planning, Nonprofits, Microsoft Office, Sales Operations, Marketing, Process Management
Education
Adelphi University
B.B.A., Business Administration
Bentley University
Certificate, Pension & Employee Benefits Administration
Celia the Writer 2008 - Present
RiseSmart 2013 - Present
Professional Resume Plus, LLC 2010 - 2014
LIMRA International 2008 - 2009
Hallmark Information Technology 2007 - January 2008
Skills
Customer Service, Research, Social Media, Microsoft Office, Employee Relations, Writing, Customer Relations, Coaching, Editing, Administration, Hiring, Employee Engagement, Performance Management, Interviews, Resume Writing, Management, New Hire Orientations, Employee Benefits, Human Resources, Career Counseling, Recruiting, Training, Leadership, Sourcing, Screening, Communication
Education
The University of Connecticut
Bachelor of General Studies, Focus on Communications
LIMRA International November 2007 - Present
CSC July 1999 - January 2005
Computer Sciences Corporation 1999 - 2005
Phoenix Life Insurance 1997 - 1999
Dimension Media 1986 - 1987
Skills
Process Improvement, Insurance, Account Management, Financial Services, Vendor Management
Education
University of Hartford 1977 — 1981
BA
Penney High School
Great Plains Annuity & Life Marketing September 2011 - Present
Accelerate Insurance March 2007 - May 2014
Shawnee Chamber of Commerce 2010 - 2010
Assurant Employee Benefits April 2000 - March 2008
LIMRA International 2004 - 2008
American Retail Credit Services September 1998 - January 2000
Skills
Database Analysis, Presentation Development, Survey Programming, Leadership, Marketing, Insurance, Strategic Planning, Strategy, Employee Benefits, Small Business, Sales, Life Insurance, Management
Education
Burke Institute 2007 — 2007
Multivariate Analysis
University of Kansas 1994 — 2000
Marketing & Advertising
ZAG Interactive July 2015 - Present
Cigna June 2014 - July 2015
Henkel September 2012 - June 2014
Mintz & Hoke Communications Group September 2010 - September 2012
MarketStance February 2007 - December 2008
LIMRA International September 2006 - February 2007
Leadermark Homes June 2005 - July 2006
Bozzuto's March 2001 - March 2005
Familymeds 1999 - 2001
Skills
Customer Service, Social Media, Email Marketing, Account Management, Budgets, Management, Budgeting, Scheduling, Web Project Management, Department Management, Quality Assurance, MS Project, SEO, CMS, Managerial Experience, MS Office Suite, Systems Analysis, Team Building, Microsoft Office, Marketing Communications, Project Management, Process Scheduler, E-commerce, Training, Creative Direction, Social Media Marketing, Software Documentation, Advertising, Event Management, Integrated Marketing, Online Advertising, Digital Marketing, Digital Strategy, Marketing Management, Online Marketing, Interactive Marketing, Fundraising, Digital Media, Direct Marketing, Direct Mail, Social Networking
Education
Central Connecticut State University 1993 — 1996
BA, Communications
Stafford High School 1988 — 1992
J. D. Adrian, Author, LLC January 2009 - Present
Art At Home Industries March 2008 - March 2010
Operation Fuel February 2006 - June 2007
Cypress Cove at HealthPark Florida November 2001 - January 2005
American Lung Association of Connecticut June 1994 - June 1996
New York Times Sports Leisure Magazines May 1991 - September 1994
Limra International 1981 - 1985
Skills
Business Writing, Creative Writing, Copy Editing, Writing, Editing, Blogging, Health-related..., Freelance Writing, Photography, Nonprofits, Books, Editorial, Newsletters, Proofreading, Teaching
Education
Connecticut College 1977 — 1981
B.A., Art/Anthropology
SellMore Marketing, LLC 2000 - Present
Duct Tape Marketing 2005 - Present
TheNationalNetworker.com 2006 - 2011
TEM Associates 1995 - 2005
William J. Doerr and Associates, LLC 1989 - 1995
LIMRA International 1984 - 1989
Concept Marketing 1981 - 1984
Connecticut Mutual Life 1976 - 1981
Northwestern Mutual 1972 - 1976
Skills
business growth..., Marketing Strategy, Copywriting, Sales Process, Business, Social Media Marketing, Marketing, Marketing Communications, Blogging, Public Speaking, Social Media, Strategy, Lead Generation, Coaching, Small Business, Training, New Business Development, Entrepreneurship, Selling, Leadership, Public Relations, Sales, Business Planning, Management Consulting, Business Development, Customer Service, Business Networking, Referral Networking, Building Strong..., Online Marketing, Social Networking, Time Management, Referrals, CRM, Email Marketing, Online Advertising, Strategic Planning, Networking, Management, Interviews, Business Strategy, Consulting, Start-ups, Leadership Development, SEO, Strategic Partnerships, Advertising, Newsletters, Fundraising, Budgets
Education
The University of Connecticut 1969 — 1973
BA
The American College 1976 — 1981
CLU and ChFC
NWCH 1966 — 1969
diploma
Summer Infant July 2010 - Present
Blue Moon Industries August 2007 - October 2009
LIMRA International July 1999 - August 2007
LEGO Systems, Inc. June 1998 - April 1999
Skills
Business Analysis, Process Improvement, ERP, Business Intelligence, Microsoft Dynamics, SQL, Supply Chain, Microsoft CRM, Project Management, Great Plains Software, Business Process, Business Process..., Analysis, Cross-functional Team...
Education
University of Connecticut 1995 — 1998
Bachelors of Science
LIMRA International December 2009 - Present
Eastern Connecticut State University June 2009 - Present
LIMRA International May 1994 - December 2008
IBM Corp September 1990 - May 1994
Skills
Data Analysis, Research, Management Consulting, Market Research, Analysis, Organizational..., SPSS, Statistics, Leadership Development
Education
University of California, San Diego
BA
University of Houston
PhD
Re:Sources, Inc. 1996 - Present
LIMRA 1984 - Present
LIMRA International 1984 - 1998
James Croke Associates January 1981 - July 1984
Transamerica 1976 - 1980
Skills
Strategy, Staff Development, Change Management, Business Strategy, Coaching, Marketing Strategy, Distribution Strategies
Education
University of South Florida 1965 — 1971
BA, MA, Psychology, English
Cigna October 2012 - Present
Cigna March 2011 - September 2012
Cigna October 2008 - March 2011
LIMRA International July 2006 - April 2008
ADVO November 1996 - May 2005
Reebok 1994 - 1994
Skills
Marketing Strategy, Direct Marketing, Customer Acquisition, Segmentation, Loyalty Marketing, Email Marketing, Direct Mail, Integrated Marketing, Analytics, Media Planning, Marketing Communications, Online Advertising, SEM, Team Building, Branding, Vendor Management, Program Management, People Development, Digital Marketing, Social Media Marketing, Advertising, Performance Metrics, Value Propositions, Digital Strategy, Marketing
Education
Isenberg School of Management, UMass Amherst 2001 — 2003
MBA, Business
Boston University - School of Management 1991 — 1993
Bacheor of Science in Business Administration, Marketing/Marketing Management, General
VantisLife Insurance Company June 2001 - Present
LIMRA International January 1998 - June 2001
Connnecticut Mutual Life Insurance Company 1990 - 1997
Skills
Insurance, Fixed Annuities, Strategic Planning, Sales Management, Marketing Strategy, Investments, Public Speaking, Product Development, New Business Development, Relationship Management
Education
University of Hartford 1989 — 1991
Communication and Media Studies
The College of New Jersey 1977 — 1981
BS, Marketing
Sempra Energy February 1999 - Present
San Diego State University 2013 - Present
Dearborn Group 2006 - 2009
Alliant International University 2003 - 2007
Microsoft 1996 - 1997
Allstate Insurance 1987 - 1996
Personnel Decisions Research Institute 1985 - 1987
LIMRA International 1983 - 1985
Skills
Survey Research, Job Analysis, Personnel Selection, Personnel Management, Organizational..., 360 Feedback, Organizational..., Survey Design, Psychology, Organizational Behavior, Talent Management, Statistics, Succession Planning, Employee Engagement, Performance Management, Data Analysis, Organizational Design, Recruiting, Leadership Development, Human Resources, Labor Relations, Executive Coaching, Workforce Planning, SPSS, Employee Surveys, Interviews, Psychometrics, Analysis, Career Development, Analytics, Management, Research Design, Quantitative Research, Qualitative Research, Employee Training, Onboarding, Human Capital, Research, Performance Improvement, Performance Appraisal, Instructional Design, Deferred Compensation
Education
University of Houston 1980 — 1983
PhD, I/O Psychology
Indiana University-Purdue University at Indianapolis 1978 — 1980
MS, I/O Psychology
Ball State University 1973 — 1977
BS, Psychology
LIMRA March 2012 - Present
LIMRA International 2008 - April 2012
LIMRA International January 1999 - July 2008
Skills
Recruiting, Customer Retention, Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Employee Benefits, Retirement, Retirement Planning, Sales Management, Financial Services, Leadership Development, Mutual Funds, Talent Management, Talent Acquisition, Team Building, Strategic Planning, Underwriting, Sales, Relationship Management, Term Life Insurance, Training, 401k, Leadership, Marketing, Long-term Care, Management
Education
Eastern Connecticut State University 1978 — 1982
Bachelor of Science, Psychology
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
LIMRA International Corporate Vice President, Research CommunicationsLIMRA/LL GlobalAugust 1997 - Present
Skills
Leadership, Life Insurance, Insurance, Employee Benefits, Financial Services, Underwriting, Term Life Insurance, Disability Insurance, Health Insurance, Retirement
Education
University of Rhode Island 1994 — 1996
Master of Library & Information Science (MLIS)
Wethersfield Public Schools August 2014 - Present
Wethersfield Early Childhood Collaborative November 2013 - Present
Seasons Federal Credit Union September 2011 - June 2014
Seasons Federal Credit Union January 2011 - June 2011
Wethersfield Public Library July 2008 - June 2011
AAA Allied Group 2000 - 2003
Prudential Financial September 1998 - August 2001
LIMRA International April 1997 - April 1998
Skills
Public Speaking, Spanish, Facebook, Social Media Marketing, Community Outreach, Marketing, Press Releases, Event Planning, Customer Service, Microsoft Office, Microsoft Excel, Event Management, Marketing Strategy, Public Relations, Budgets, Program Management, Sales, Leadership, Management, Training, Fundraising
Education
Interaction Associates 2014 — 2014
Essential Facilitation, Organizational Leadership
Interaction Institute for Social Change 2014 — 2014
Facilitative Leadership
Central Connecticut State University 1990 — 1995
BA, International Studies and Spanish
LL Global March 2009 - August 2013
LIMRA International December 2007 - March 2009
Springfield College September 2006 - May 2007
Springfield College September 2005 - May 2007
Baystate Health 2006 - 2007
Skills
Data Analysis, Quantitative Research, SPSS, Survey Design, Training, Inquisite, Written & Oral..., Organizational..., Conflict Resolution, Articulate Suite, Communication, International Business, Presentation Coaching, Virtual Teams, Tableau, Qualitative Research, Market Research, Project Management, Survey Methodology, Consulting, Survey Research, Public Speaking, Strategy, Research, Leadership, Management, PowerPoint, Microsoft Excel, Microsoft Word
Education
Springfield College 2005 — 2007
Master's degree, Industrial and Organizational Psychology
La Sierra University 2000 — 2004
B.A., Psychology
University of Hartford
Master of Science (M.S.), Neuroscience
Conlon Industries January 2015 - Present
LIMRA January 2014 - Present
LIMRA January 2012 - Present
LIMRA International July 2006 - January 2012
LIMRA International 1996 - 2006
LIMRA International 1982 - 1995
Skills
Customer Service, Life Insurance, Insurance, Research, Leadership, Training, FINRA, Sales, AML, Compliance, Fixed Annuities, Financial Services, Strategic Planning, Employee Benefits, Risk Management, Management, Marketing, Data Analysis, Analysis, Microsoft Office
Education
Manchester Community College 1994 — 1998
Manchester High School 1970 — 1974
High School Diploma
Deloitte April 2012 - Present
Prudential March 1997 - February 2012
Prudential Financial 1997 - 2012
LIMRA International 2005 - 2010
Summit Bank 1980 - 1997
Perth Amboy National Bank 1978 - 1980
First National State Bancorporation 1975 - 1978
Skills
Risk Management, Internal Audit, Auditing, Insurance, AML, Securities, FINRA, Financial Services, Financial Risk, Due Diligence, OFAC, Mutual Funds, Securities Regulation, Investments, Social Media, Enterprise Risk..., Finance, Financial Analysis, KYC, Leadership, Life Insurance, Loans, Management, Operational Risk...
Education
College of Notre Dame of Maryland 1971 — 1975
Bachelor of Science, Mathematics
MassMutual June 2007 - Present
Aetna July 2005 - June 2007
LIMRA International October 2001 - June 2005
Skills
Segmentation, Focus Groups, Customer Insight, Survey Design, Marketing Research, Quantitative Research, Consumer Behaviour, Analytics, Market Research, Market Intelligence, Market Analysis, Online Research, Primary Research, Qualitative Research, Questionnaire Design, Report Writing, Marketing Strategy, Survey Research, Financial Services, Secondary Research, Customer Analysis, Data Collection, Advertising Research, Competitive Analysis, Data Analysis, Analysis
Education
Southern Connecticut State University 2002 — 2004
MS, Research, Statistics, and Measurement
Western Connecticut State University 1995 — 1999
BA, Psychology
Our Lady of Guadalupe Roman Catholic Church September 2009 - Present
LIMRA International 2008 - 2009
Nationwide Provident 2003 - 2008
Penn Mutual Life Insurance Company 1976 - 2002
Skills
Underwriting, Budget, Life Insurance, Pricing, Insurance, Risk Management, Strategic Planning, Financial Analysis, Investments, Analysis, Budgets, Strategic Financial..., Financial Services, Finance, Financial Risk, Mutual Funds, Fixed Annuities, Management
Education
Drexel University 1971 — 1976
Bachelor of Science (BS), Mathematics
MaryElizabeth Originals January 2014 - Present
Choate Rosemary Hall 2009 - Present
Choate Rosemary Hall January 2005 - 2009
UnitedHealth Group Inc 2004 - January 2005
LIMRA International 2002 - 2004
Advest, Inc 2000 - 2001
Advest, Inc. 1998 - 2000
Advest, Inc 1996 - 1998
Advest, Inc 1992 - 1996
Skills
Editing, Marketing Communications, Newsletters, SEO, Content Strategy, Copy Editing, Project Management, HTML, Marketing, Leadership, Web Content, Social Media Marketing, Media Relations, Social Media, Facebook, Strategic Communications, Blogging, Copywriting, Internal Communications, Online Marketing, Corporate Communications, Nonprofits, Public Speaking, Event Management
Education
Stonehill College 1987 — 1991
B.A., English
Bishop Feehan High School 1983 — 1987
Niland Consulting, LLC September 2012 - Present
LIMRA International June 2008 - Present
Signator Investors Inc. April 2005 - July 2007
John Hancock Financial Network May 1982 - July 2007
John Hancock Financial Services 1982 - 2007
New England Mutual Life 1974 - 1982
Skills
Financial Services, Insurance, FINRA, Mutual Funds, Investments, Risk Management, Securities, Life Insurance, Management, AML, Retirement, Series 7, Fixed Annuities, Wealth Management, Retirement Planning, Series 63, Investment Advisory, Consulting, Due Diligence, Auditing, SEC, Series 65, 401k, Series 24, Expert Witness
Education
Massachusetts Institute of Technology - Sloan School of Management 1989 — 1989
MBA Exec.program, Business
Boston College 1968 — 1972
BA, English
Virtus Investment Partners February 2011 - Present
HRACC 2010 - April 2011
360 Federal Credit Union November 2003 - July 2010
New Haven Savings Bank (New Alliance), New Haven, CT April 2002 - November 2003
LIMRA International 2001 - 2002
Webster Bank (New England Bank) 1991 - 1999
Skills
Recruitment/Retention, Employee Relations, Employee Development, Human Resources, Recruiting, Employee Engagement, Performance Management, Personnel Management, Deferred Compensation, Change Management, Succession Planning, Employee Training, HR Policies, Leadership, Interviews, Hiring
Education
Bay Path College 2001 — 2012
The Hartford October 1994 - Present
LIMRA International January 1989 - October 1994
Skills
Market Research, Segmentation, Employee Engagement, Insurance, Customer Service, Vendor Management, Voice of the Customer, Customer Insight, Focus Groups, Data Analysis, Customer Experience, Competitive Intelligence, Business Analysis, Strategy, Analytics, Analysis
Education
University of West Florida 1987 — 1990
MA, Industrial/Organizational Psychology
University of Connecticut 1982 — 1986
BA, Psychology, Business
WZ Research + Consulting, LLC March 2010 - Present
Phoenix Life Insurance Company 2004 - February 2010
Phoenix Life Insurance Company 1998 - 2003
LIMRA International 1978 - 1997
Skills
Employee Benefits, Reinsurance, Market Research, Life Insurance, Insurance, Innovation Management, Financial Services, Health Insurance, Underwriting, Strategic Planning, Strategic Financial..., Process Improvement, Risk Management, Retirement
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1992
Tuck Executive Program
Haslam College of Business at the University of Tennessee 1975 — 1978
Ph.D., Organizational Psychology
Wake Forest University 1973 — 1975
MA, General Experimental Psychology
Hartwick College 1969 — 1973
BA, Psychology
Riverfront Family Church February 2008 - Present
LIMRA International September 1997 - April 2000
Institute for Operations Research and Management Sciences November 1996 - February 1998
Childcare Solutions October 1986 - May 1988
Windelspect Associates October 1985 - October 1986
World Relief September 1984 - July 1985
Dynamic Systems October 1980 - August 1984
Skills
Preaching, Teaching, Theology, Curriculum Design, Pastoral Care, Volunteer Management, Marketing Strategy, Church Events, Public Speaking, Music, Youth Ministry, Marketing, Nonprofits, Event Planning, Religion, Discipleship, Social Media Marketing, Biblical Studies
Education
Yale University 2002 — 2007
Masters of Divinity, Theological Studies
University of Maryland College Park 1993 — 1997
MBA, Marketing
Duke University 1977 — 1980
BA, Religion and Pyschology
Central Connecticut State University 1985 - Present
LIMRA International January 2007 - December 2012
LIMRA International 2001 - 2007
Skills
Marketing Research, Behavioral Economics, Qualitative Research, Quantitative Research, Insurance, Survey Design
Education
Bowling Green State University 1968 — 1974
Ph.D, Psychology
University of Detroit Mercy 1964 — 1968
BA, engineering, accounting, business, liberal arts
Eastbridge Consulting Group August 1989 - Present
LIMRA International 1979 - August 1989
Prudential Financial 1974 - 1979
Skills
Term Life Insurance, Employee Benefits, Disability Insurance, Insurance, Health Insurance, Brokers, Leadership, Fundraising, Life Insurance, Sales, Underwriting, Management, Accident, Long-term Care, Health Savings Accounts, Whole Life, Universal Life
Education
Rensselaer Polytechnic Institute 1982 — 1984
M.S., Management
Union College 1968 — 1972
B.S., Psychology
LIMRA International January 2005 - March 2009
LIMRA International January 1997 - January 2005
LIMRA International January 1994 - January 1997
LIMRA International January 1984 - January 1994
LIMRA International February 1979 - January 1984
Education
The American College 1991 — 1996
CLU
University of Connecticut 1975 — 1977
M.B.A., Finance
University of Connecticut 1971 — 1975
B.A., Economics
LIMRA International Corporate travel agent & local meeting plannerLIMRA2005 - Present
Education
Salem State University 1984 — 1987
B.S., Geography/ Travel Management
InCrowd, Inc July 2014 - Present
Market Strategies May 2013 - June 2014
Cogent Research (acquired by Market Strategies) June 2012 - May 2013
Marketing and Planning Systems (MaPS, Millward Brown) December 2009 - June 2012
Boston Cyclists Union 2011 - 2012
Alan Khazei for Massachusetts Senatorial Campaign August 2009 - December 2009
LIMRA International July 2007 - August 2009
Center for Interdisciplinary Health Disparities Research January 2006 - August 2006
Skills
SPSS, MarketSight, Statistical Reporting, Microsoft Office, French, InDesign, Photoshop, Illustrator, Fundraising, Survey Design, Market Research, Bicycle, Segmentation, Data Analysis, Marketing Research, Research, Quantitative Research, Qualitative Research, Analytics, Excel, Statistics, PowerPoint, Public Speaking, Word, HTML, Consumer Behavior, Consumer Insights, B2B, Linear Regression, Conjoint Analysis, Customer Insight, Social Media, Competitive Intelligence, Report Writing, Questionnaire Design, Microsoft Excel
Education
University of Chicago 2005 — 2006
Coursework toward Masters, Social Science Analysis
Boston College 2001 — 2005
Bachelor of Arts, Philosophy, Sociology, Psychoanalytic Studies
Chariot Companies September 2014 - Present
E2M1 Enterprises September 2004 - September 2014
City of Philadelphia, Office of David Oh, Councilman-at-Large January 2014 - February 2014
City of Philadelphia, County Board of Elections June 2013 - December 2013
LIMRA International August 2007 - December 2009
Lincoln Financial Distributors March 1996 - August 2004
Rittenhouse Financial Services August 1995 - February 1996
Prudential Financial April 1987 - April 1995
Skills
Business Development, Management, Strategy, Marketing, Public Speaking, Program Management, Strategic Planning, Fundraising, Leadership, Public Relations
Education
Hampton University 1982 — 1983
Political Science and Government