Penn Mutual

Industry: Life insurance company

Description

The Penn Mutual Life Insurance Company, commonly referred to as Penn Mutual, was founded in Philadelphia, Pennsylvania, in 1847. It was the seventh mutual life insurance company chartered in the United States. Penn Mutual is headquartered in Horsham, Pennsylvania, just outside Philadelphia. Headquarters: Horsham Township, Pennsylvania, United States CEO: Eileen C. McDonnell (18 Feb 2011–) Number of employees: 1,600 (2015) Founded: 1847 SVP: Kevin T. Reynolds Subsidiaries: Janney Montgomery Scott LLC,

Penn Mutual List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Penn Mutual. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Penn Mutual Employees

Employee
Years
Job
Industry
Oracio Roz Cappello Oracio Roz Cappello Phoenix, Arizona Area Details
Oracio Roz Cappello's Penn Mutual Experience September 2013 - Present
Job Field Vice President, Business Development CLU, ChFC, RHU, REBC, CASL, MBA
Industry Financial Services
Experience
Penn Mutual   September 2013 - Present
Bankers Life & Casualty Company  January 2010 - October 2013
Bankers Life & Casualty Company  September 2008 - December 2009
The Guardian Life Insurance Company of America  January 2005 - August 2008

Skills
Insurance, Financial Services, Investments, Strategic Financial..., Risk Management, Asset Management, Equities, Financial Markets, Financial Analysis, Leadership, Leadership Development, Team Leadership, Organizational..., Strategic Leadership, Fixed Annuities, Life Insurance, Management Consulting, Team Building, Coaching, Training, Financial Planning, Retirement, Mutual Funds, Retirement Planning

Education
Adelphi University
Master of Business Administration (M.B.A.), Marketing & Finance

Adelphi University
Bachelor of Applied Science (B.A.Sc.), Finance, General

Prabhakara Rao Prabhakara Rao Greater Philadelphia Area Details
Prabhakara Rao's Penn Mutual Experience March 2013 - Present
Job ETL / PL SQL / DATA developer at Penn Mutual
Industry Financial Services
Experience
Penn Mutual   March 2013 - Present
ING Direct / Capital One  July 2012 - February 2013
SEI Investments  2010 - July 2012
Campbell Soup Company  February 2009 - 2010
Bristol-MyersSquibb   2007 - 2008
PayPal  2006 - 2007
Satyam  2006 - 2007
Hewitt Associates  2005 - 2006
shriram investments Ltd   January 2003 - September 2005

Skills
informatica, ETL, Oracle, SQL Server 2005/2000, Unix Shell Scripting, perl, CDC, PL/SQL, SAP R/3, PeopleSoft, XML, sql, Erwin, Mercury, DB2, Hadoop, Hive, HDFS, NoSQL, Data Quality, Data Profiling, Data Analysis, MapReduce, Cassandra, SQL, SSIS, Data Modeling, Teradata, Informatica, Shell Scripting, Microsoft SQL Server, Business Intelligence, Data Warehousing, SDLC

Education
Bharathidasan University   2000 — 2003
MCA, Computer Applications

Acharya Nagarjuna Vishwavidhyalayamu   1997 — 2000
B. Com, Commerce

Edick Lucas, CFP®, CLU®, ChFC® Edick Lucas, CFP®, CLU®, ChFC® Orlando, Florida Area Details
Edick Lucas, CFP®, CLU®, ChFC®'s Penn Mutual Experience January 2012 - April 2012
Job President, Concierge Financial Planning Group
Industry Financial Services
Experience
Lincoln Financial Securities  March 2014 - Present
Lincoln Financial Advisors  May 2013 - February 2014
Baystate Financial Services  May 2012 - April 2013
New England Securities & Baystate Wealth Management   May 2012 - April 2013
Penn Mutual   January 2012 - April 2012
Penn Mutual   September 2006 - April 2012
Penn Mutual   June 2004 - August 2006
1st Global Capital Corporation, Dallas, TX   May 2001 - June 2004
National Life Group  March 2000 - May 2001
MetLife  March 1997 - March 2000

Skills
Strategic Financial..., Life Insurance, Wealth Management, Estate Planning, Retirement Planning, Disability Insurance, Financial Advisory, Financial Services, Term Life Insurance, Long-term Care, Mutual Funds, Disability Income..., Fixed Annuities

Education
College for Financial Planning   1996 — 1998
CFP, Financial Planning

The American College   1991 — 1994
CLU/ChFC, Insurance and Financial Services

Miami Dade College
Accounting / Finance

Elaine (Laney) DeJesus,CPhT [LION™] 6100 + connections Elaine (Laney) DeJesus,CPhT [LION™] 6100 + connections Revere, Pennsylvania Details
Elaine (Laney) DeJesus,CPhT [LION™] 6100 + connections's Penn Mutual Experience June 2005 - February 2006
Job Connectivity Visionary Strategist/Social Media Consultant Specialty: Content Creation/Visibility/Growth Management
Industry Online Media
Experience
Town Sports International  September 2011 - Present
FRIENDS OF IRELAND   March 2009 - Present
Watergirl Productions - Social Media Management And Development   January 2009 - Present
CHOCOLATE MOOSE FUDGE   November 1981 - Present
MOBIUS TECHNOLOGIES   April 2010 - September 2010
CIGNA Tel-Drug  November 2006 - April 2010
CIGNA Tel-Drug  November 2006 - April 2010
Raymour & Flanigan  February 2006 - November 2006
Penn Mutual   June 2005 - February 2006
American Tee Shirt LTD   July 2002 - June 2005

Skills
Coaching, Connector, Social Networking, Social Networking..., Social Networking..., Social Media, Social Media Relations, Customer Insight, Conversational Marketing, Influencer Marketing, Online Branding, Communications..., Customer Interaction..., Cross-channel Marketing, Word Of Mouth Marketing, Online Research, Research, Customer Service, Call Center Development, Team Management, Supervisory Skills, Team Leadership, Administrative Support, Benefits Administration, Creative Vision, Creative Problem Solving, Problem Solving, Creative Writing, E-commerce, Direct Sales, Sales Support, Incentive Programs, International Sales, Training Skills, Training & Development, Trainers, Teaching, Phone Etiquette, Information Systems..., Customer Retention, Productivity Enhancement, Quality Assurance, Customer Loyalty, Credit Cards, System Testing, User Acceptance Testing, User Experience, Special Education, Start-ups, Marketing

Education
Alison - Distance Learning - Galway, Ireland   2013 — 2016
Social Media Marketing

Udemy - United Kingdom   2015 — 2015
Become a Freelance Social Media Manager

PharmCon, Inc.   2010 — 2010
License, Pharmacy Re-Certification

Jobson Medical Information LLC   2009 — 2010
Pharmacy Certification, Pharmacy Studies

Cigna University   2006 — 2010
Certifications, Health and Pharmaceutical Studies

South Dakota State University   2009 — 2009
Certificate, PHARMACY LAW - Impact On Practice 2009

Fleet University / Bank of America   1997 — 2001
Certifications, Trainer, Sales, Business Management, Human Resources Development

Sun Oil Co.   1980 — 1980
Certification, Business Management Program

Bucks County Community College
Liberal Arts / Business / Communications / Psychology

Charles (Charlie) Costello Charles (Charlie) Costello Dallas/Fort Worth Area Details
Charles (Charlie) Costello's Penn Mutual Experience March 2002 - February 2010
Job Managing Member at AnnuityCo LLC, Annuity IMO support to broker dealers, their advisors and RIAs
Industry Financial Services
Experience
AnnuityCo LLC   February 2012 - Present
Comprehensive Solutions & Consultants   February 2012 - Present
ANNUCO   February 2012 - Present
Western & Southern Financial Group  March 2010 - February 2012
Penn Mutual   March 2002 - February 2010
Econ, Adv Sales & General Management   September 1990 - April 2002
US Army  May 1982 - September 1990

Skills
Fixed Annuities, Insurance, Retirement Planning, Variable Annuities, Risk Management, Annuity Sales, Indexed Annuities, Annuity Product Design, IMO, Consulting, Independent Marketing..., Case Design, General Management, SPIA, Social Media, Economics, Econometrics, Applied Mathematics, Statistical Modeling, Annuity Product..., Charitable Gift Planning, Charitable Remainder..., Charitable Gift..., Single Premium..., Income for Life, Annuity Living Benefits, Enhanced Death Benefits, CD Alternatives, Financial Markets, Tax, Sales Management, Guaranteed Lifetime..., Annuity Brokerage, Insurance Brokerage, Financial Advisor..., 401k, IRAs, Mutual Funds, Retirement, Estate Planning, Financial Advisory, Employee Benefits, Life Insurance, 401k Rollovers, Series 6, Series 63, Long Term Care Insurance, Strategic Financial..., ETFs, Whole Life

Education
UT Dallas   2010 — 2011
PhD Candidate, Economics & Public Policy

Boston University   1987 — 1989
Master of Arts (MA), International Relations and Economics

University of the State of New York   1985 — 1986
Bachelor of Science (BS), Business & Government

Providence College   1978 — 1982
Western Civ & Liberal Arts, Army ROTC, Military Science and Operations

Christine Friel Christine Friel Philadelphia, Pennsylvania Details
Christine Friel's Penn Mutual Experience October 2011 - Present
Job Contracts Licensing & Registration at Penn Mutual
Industry Insurance
Experience
Penn Mutual   October 2011 - Present
Borders  May 2011 - September 2011
Borders  November 2010 - May 2011
Pauline Books & Media  August 2007 - June 2010

Education
Cabrini College   2002 — 2006
BA, Philosophy

Michelle Daniel Michelle Daniel Philadelphia, Pennsylvania Details
Michelle Daniel's Penn Mutual Experience October 2004 - October 2005
Job Audit Manager, Vice President at TD
Industry Banking
Experience
TD  July 2011 - Present
CHAN  May 2006 - June 2008
Penn Mutual   October 2004 - October 2005
Wells Fargo (formally Wachovia Corporation)   November 2000 - October 2004
Vanguard  September 1995 - October 2000
Clover Department Stores   May 1994 - September 1995

Skills
Internal Controls, SOX Compliancy, AML, Risk Assessment, Enterprise Risk..., COSO ERM, Project Management, Microsoft Office, Retail Banking, Commercial Banking, Mutual Funds, Broker-Dealer, Auditing, Financial Risk, Sarbanes-Oxley Act, Internal Audit, Anti Money Laundering, Financial Analysis, Risk Management, Financial Services, Finance, Banking

Education
Eastern University   1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General

Chestnut Hill College   1990 — 1994
Bachelor of Arts (B.A.), Management and Accounting

David Danowitz David Danowitz Greater Philadelphia Area Details
David Danowitz's Penn Mutual Experience October 2006 - October 2009
Job Sr. Network Administrator at Complete HealthCare ResourcesEastern, Inc.
Industry Information Technology and Services
Experience
Complete HealthCare Resources-Eastern, Inc.   January 2015 - Present
ICON plc  October 2011 - January 2015
HP Hood LLC  March 2010 - October 2011
Penn Mutual   October 2006 - October 2009
St. Mary Medical Center, Langhorne, PA   May 2004 - October 2006

Skills
Active Directory, DHCP, Windows Server, DNS, VMware, Microsoft Exchange, XP, System Administration, Networking, Servers, Windows, Data Center, Infrastructure, Software Installation, Group Policy, Hyper-V, Disaster Recovery, Windows XP, Wireless Networking

Education
Pennco Tech   1994 — 1995
Associates, Electronics

Camden County College   1990 — 1993
Business Management

Eileen Tkacik Eileen Tkacik Allentown, Pennsylvania Area Details
Eileen Tkacik's Penn Mutual Experience 1990 - 2003
Job Vice President, Patient Accounting & Information Technology
Industry Nonprofit Organization Management
Experience
KidsPeace National Centers  December 2009 - Present
KidsPeace National Centers  July 2008 - December 2009
National Penn Bank  October 2004 - February 2008
Penn Mutual   1990 - 2003

Skills
Non-profits, Process Improvement, Auditing, Financial Analysis, Sarbanes-Oxley Act, Accounting, Microsoft Excel, Public Speaking, Financial Reporting, Microsoft Office, Leadership, Change Management, Budgets, Project Planning, Internal Controls, PowerPoint, Microsoft Word, Risk Management, Strategic Planning, Management, Team Building, Outlook, Payroll, Internal Audit, Training, Organizational..., Insurance, System Administration, Project Management, Nonprofits, Forecasting, Healthcare, Team Leadership, Leadership Development, Business Planning, Coaching, Human Resources, Staff Development, Software Documentation, PeopleSoft, Program Management, Business Process..., Research, Operations Management, HIPAA, Employee Benefits, Business Analysis, Recruiting, Program Development, Employee Relations

Education
DeSales University   1984 — 1986
Bachelor's degree, Accounting

Bucks County Community College
Associate's degree, Business/Office Automation/Technology/Data Entry

Philip Eichelberger Philip Eichelberger Dallas/Fort Worth Area Details
Philip Eichelberger's Penn Mutual Experience November 2011 - Present
Job Mastery Program at FortundBuilders
Industry Information Technology and Services
Experience
Systems Source Inc.  1995 - Present
FortuneBuilders  2014 - Present
Great American Insurance  April 2014 - Present
GEICO  2013 - Present
Farm Bureau Mutual Insurance Company of Idaho  2013 - Present
Missouri Employers Mutual  2013 - Present
Aviva plc  April 2012 - Present
Penn Mutual   November 2011 - Present
Sammons Financial Group  September 2011 - Present
AEGON  January 2006 - Present

Skills
Insurance, Business Analysis, Project Management, Account Management, Strategic Planning, Sales Management, Program Management, COBOL, Process Improvement, Banking, SDLC, Software Project..., Marketing, Software Development, Vendor Management, Management, Requirements Gathering, Integration, Recruiting, DB2

Education
Southern Methodist University - Cox School of Business   1976 — 1980
BBA

Robert E. Lee High School   1972 — 1976
HS

Brookhaven Community College

Paul Martin, CLU®, ChFC®, CASL® Paul Martin, CLU®, ChFC®, CASL® Greater Philadelphia Area Details
Paul Martin, CLU®, ChFC®, CASL®'s Penn Mutual Experience August 2014 - Present
Job Assistant Vice President Field Liaison Group at Penn Mutual
Industry Insurance
Experience
Penn Mutual   August 2014 - Present
Penn Mutual   January 2013 - August 2014
Penn Mutual Life  August 2012 - January 2013
Penn Mutual   October 2009 - August 2012
Penn Mutual   January 2009 - October 2009
Penn Mutual Life Insurance Co  2001 - 2008
Penn Mutual   1999 - 2001
Penn Mutual   1996 - 1999

Education
The American College   2010 — 2013
CASL® Designation, Chartered Advisor for Senior Living®

The American College   2008 — 2010
ChFC® Designation, Chartered Financial Consultant®

The American College   1999 — 2008
CLU® Designation, Chartered Life Underwriter®

Rutgers University – Camden   1990 — 1995
BS, Management with Minor in Marketing

Camden County College   1984 — 1990
Transfer, Business Administration

CCVTS   1980 — 1984
High School Diploma, Cabinet Making & Carpentry

Jeff Mendenhall Jeff Mendenhall Greater San Diego Area Details
Jeff Mendenhall's Penn Mutual Experience 2012 - Present
Job Financial Services Professional at Penn Mutual
Industry Financial Services
Experience
Penn Mutual   2012 - Present
Economic Destiny Institute   May 2009 - Present
Fair Home Lending / Living Water Home Loans   February 2004 - February 2009

Skills
Public Speaking, Insurance, Retirement Planning, Strategic Planning, Management, Financial Services, Small Business, Finance, Investments, Risk Management

Education
Bellevue College   1995 — 1997
Computer Science

Microsoft University   1996 — 1998
Microsoft Certified Systems Engineer, Computer and Information Sciences and Support Services

Entex Information Systems   1996 — 1997
A+ Certified Computer Systems Technician, Compaq, HP, Data Center Servers

Ryan Longeway Ryan Longeway Greater Pittsburgh Area Details
Ryan Longeway's Penn Mutual Experience 2007 - 2009
Job Founder at Proactive Prodigy
Industry Management Consulting
Experience
Proactive Prodigy   January 2012 - Present
Asturi Contracting   2010 - Present
Private Beta Site   November 2011 - Present
IndoCarb Corporation   2009 - 2010
Penn Mutual   2007 - 2009
Production Masters Inc.  2003 - 2003
Cornerstone Christian Television Station International (CTVN & CCOP)   2003 - 2003
Clear Channel Entertainment  2002 - 2003

Skills
Social Media, Market Research, Public Speaking, Advertising, Sales, Marketing, Real Estate Investment..., Management Consulting, Financial Planning, Asset Management, Brand Management, Project Management, Social Networking, Social Entrepreneurship, Team Building, Team Leadership, Musical Theatre, Video Production, Alto Saxophone, Social Recruiting, Crowdsourcing, Crowdfunding, Entrepreneurship, Investment Portfolio, Graphic Design, Theatre, Coaching, Baseball, Golf, Football, Bowling, Choreography, Calligraphy, Landscape Construction, Digital Photography, Photoshop, Strategic Financial...

Education
Carnegie Mellon University - Tepper School of Business   2006 — 2007
Finance, I.T., Entreprenuership

University of Pittsburgh - Joseph M. Katz Graduate School of Business   2005 — 2006
Executive Educ. Certification, The Business of Commercial Innovation (Finance/Marketing/Mgmt.)

University of Pittsburgh, College of Business Administration   2001 — 2005
Double BSBA, BSBA Finance, BSBA Marketing, Minors: Theatre & Psychology

Carlow College   2000 — 2001
Certification, Entrepreneurship

Derek Adler Derek Adler Horsham, Pennsylvania Details
Derek Adler's Penn Mutual Experience May 2015 - Present
Job Solution Center Technician at Penn Mutual
Industry Information Technology and Services
Experience
Penn Mutual   May 2015 - Present
Technology Resource Center at Bob Jones University   August 2012 - May 2015
Penn Mutual   May 2014 - August 2014
Calvary Baptist Church  June 2013 - July 2013
Ohana Baptist Church   June 2012 - July 2012

Skills
Public Speaking, Windows, Microsoft Office, Computer Hardware, Customer Service, Networking, Troubleshooting, Linux, Software, Virus Removal, Computer Software, Visual Basic, Android, Mac, Piano, Virtual Machines, HTML, jQuery

Education
Bob Jones University   2011 — 2015
Bachelor of Science (B.S.), Information Technology

Ann Tucci Ann Tucci Greater Philadelphia Area Details
Ann Tucci's Penn Mutual Experience March 1998 - January 2008
Job Administrative Professional with Comprehensive Experience Specializing in HighLevel Executive Support.
Industry Pharmaceuticals
Experience
Eurand/Aptalis Pharma   June 2008 - April 2012
Penn Mutual   March 1998 - January 2008
PERSONAL SOLUTIONS   1995 - 1998

Skills
Business Communications, Administrative..., Sales Support &..., Travel Arrangements, Event Planning, Executive Calendars, Time Management, Outlook, Administrative..., Calendars, Office Administration, Office Management

Education
Bucks County Community College   1980 — 1982

Alicia Kurz Alicia Kurz Mount Laurel, New Jersey Details
Alicia Kurz's Penn Mutual Experience February 2013 - Present
Job Insurance Representative at Transamerica Agency Network, Inc.
Industry Insurance
Experience
Transamerica Agency Network, Inc.   June 2015 - Present
Univers Benefits   October 2014 - Present
Penn Mutual   February 2013 - Present
DVFG Advisors, LLC  January 2002 - September 2012
DVFG Advisors   January 2002 - January 2012
Interstate Insurance Group  January 1994 - January 1999
Employers Reinsurance  January 1986 - January 1994

Skills
Insurance, Marketing, Life Insurance, Underwriting, Management, Strategic Financial..., Outlook, Microsoft Excel, Casualty, Software Documentation, Fixed Annuities, Retirement Planning, Accounting, Disability Insurance, Retirement, Employee Benefits

Education
Camden County College
Liberal Arts

Camden County College
Associates, Liberal Arts

PTS
P& C, Life and Health Insurance License

Paul VI

Yana Faykina Yana Faykina King Of Prussia, Pennsylvania Details
Yana Faykina's Penn Mutual Experience June 2011 - November 2011
Job Marketing Analyst
Industry Market Research
Experience
Quench USA, Inc.   May 2014 - October 2014
EHR- United Health Group   July 2012 - February 2014
hibu (formerly Yell Group)   December 2011 - May 2012
Penn Mutual   June 2011 - November 2011
Klein JCC  September 2004 - July 2011
State Farm  June 2009 - August 2009

Skills
Market Research, Data Analysis, Analysis, Marketing, Microsoft Excel, PowerPoint, Management, Microsoft Office, SPSS, Marketing Strategy, Advertising, Microsoft Word, Data analysis in Excel,..., Leadership, Strategic Planning, Budgets

Education
Albright College   2006 — 2010
BA, Business Administration, Economics

Northeast High School   2002 — 2006
Magnet Program

Anar Mammadov Anar Mammadov Astoria, New York Details
Anar Mammadov's Penn Mutual Experience January 2013 - April 2013
Job Equity and currency trader
Industry Financial Services
Experience
Brunswick Group  January 2015 - Present
Penn Mutual   January 2013 - April 2013
DSD Constructor Group   January 2010 - May 2010

Skills
Microsoft Excel, Microsoft Word, Sales, Outlook, Access, Microsoft Office, PowerPoint, Time Management, Analysis, Financial Analysis, Teamwork, Investments, Finance, Research, Public Speaking, Customer Service

Education
Baruch College   2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance

CUNY Hostos Community College   2011 — 2012
Associate's degree, Business Administration and Management, General

Fairleigh Dickinson University   2006 — 2007
Economics, Economics

Monica Mansfield Monica Mansfield Greater Boston Area Details
Monica Mansfield's Penn Mutual Experience June 2006 - December 2006
Job Retirement Implementation Specialist at Towers Watson
Industry Information Technology and Services
Experience
Towers Watson  November 2012 - Present
The Savitz Organization  January 2007 - November 2012
Penn Mutual   June 2006 - December 2006

Education
Arcadia University   2003 — 2007
BS, Mathematics, Actuarial Science Concentration, Italian Minor

Università per Stranieri di Perugia   2005 — 2005
Italian

Marisa Gillis Marisa Gillis Greater Pittsburgh Area Details
Marisa Gillis's Penn Mutual Experience May 2007 - December 2009
Job Senior Administrative Assistant
Industry Accounting
Experience
Bayer  August 2015 - Present
California University of Pennsylvania  December 2009 - August 2015
Penn Mutual   May 2007 - December 2009

Skills
Event Planning, Public Speaking, Outlook, Microsoft Office, PowerPoint, Higher Education, Community Outreach, Fundraising, Administration, Social Networking, Time Management, Nonprofits, Research, Staff Development, Data Entry, Event Management, Social Media, Microsoft Word

Education
California University of Pennsylvania   2013 — 2014
Master's degree, Business

California University of Pennsylvania
Bachelor's degree, Business Administration and Management, General

Thomas Leder, CFA Thomas Leder, CFA Greater New York City Area Details
Thomas Leder, CFA's Penn Mutual Experience 1997 - 2009
Job Financial Advisor at MassMutual
Industry Financial Services
Experience
MassMutual  June 2010 - Present
PENN MUTUAL   1997 - 2009
BARCLAYS de ZOETE WEDD SECURITIES   1995 - 1996
UBS SECURITIES  1993 - 1995
CRT  1990 - 1993

Skills
Insurance, Retirement Planning, Financial Services, Estate Planning, Series 7, Equities, Finance, Fixed Income, Retirement, Financial Analysis, Risk Management, Securities, Trading, Portfolio Management, Investments

Education
Columbia University in the City of New York   1985 — 1989
BA, Political Science

Chaminade High School   1982 — 1985

Alexis Joynes Alexis Joynes Washington D.C. Metro Area Details
Alexis Joynes's Penn Mutual Experience April 2013 - March 2014
Job New Grad Registered Nurse
Industry Hospital & Health Care
Experience
Johns Hopkins Hospital  January 2015 - Present
Penn Mutual   April 2013 - March 2014
ACE Group  November 2011 - February 2013
Dartmouth College  September 2006 - August 2011
Charles Group, LLC   March 2011 - May 2011
Dartmouth College  July 2010 - August 2010
Third Federal Bank  January 2009 - September 2009
Bank of America  September 2007 - January 2009

Skills
Problem Solving, Conflict Resolution, Staff Scheduling, Banking, AML, Microsoft Office, Microsoft Excel, Financial Analysis, Public Speaking, PowerPoint, Research, Analysis, Management, Forecasting, Program Management, Interviews, Human Resources, Community Outreach, Data Analysis, Social Media, Leadership, Team Leadership, Editing, Event Planning, Nonprofits

Education
Johns Hopkins School of Nursing   2014 — 2015
Bachelor’s Degree, Registered Nursing/Registered Nurse

Dartmouth College   2006 — 2011
Bachelor's, Government

Spelman College   2010 — 2010
None, Politcal Science

University of Pennsylvania   2007 — 2008
None, Liberal Arts

Girard College   2002 — 2006
HS Diploma, General

Olga Malycheva Olga Malycheva Greater Philadelphia Area Details
Olga Malycheva's Penn Mutual Experience July 2012 - Present
Job Product Analyst at Penn Mutual Life Insurance Company
Industry Insurance
Experience
Penn Mutual   July 2012 - Present
Penn Mutual   January 2009 - Present
Philadelphia Actuaries Club   2009 - 2010
Temple University  September 2008 - December 2008
Penn Mutual   June 2008 - December 2008
City of Philadelphia  August 2006 - May 2008
XL Insurance  June 2007 - August 2007
Black Red White Furniture, Inc.   August 2002 - August 2006

Skills
Variable Annuities, Insurance, Life Insurance, Product Development, Fixed Annuities, Microsoft Excel, Pricing, Research, VBA, Business Analysis

Education
Temple University   2006 — 2008
BBA, Actuarial Science

Community College of Philadelphia   2004 — 2006
AA, Business

Erik Jones, PHR, SHRM-CP Erik Jones, PHR, SHRM-CP Greater Philadelphia Area Details
Erik Jones, PHR, SHRM-CP's Penn Mutual Experience January 2015 - July 2015
Job Human Resources and Talent Acquisition Professional
Industry Human Resources
Experience
Mid-Atlantic Packaging  August 2015 - Present
Penn Mutual   January 2015 - July 2015
Nuix  March 2014 - January 2015
McCallion Staffing Specialists  September 2008 - March 2014

Skills
Recruiting, Temporary Placement, Temporary Staffing, Staffing Services, Human Resources, Screening Resumes, Talent Management, Employee Relations, Sourcing, Onboarding, Talent Acquisition, Executive Search, Applicant Tracking..., Employment Contracts, New Hire Paperwork, Internet Recruiting, Contract Recruitment, Permanent Placement, Technical Recruiting, Full-life Cycle..., Staffing Coordination, Industrial Safety, Reference Checking, College Recruiting, Interviews, Job Fairs, Background Checks, Employment Law, Behavioral Interviewing, Staff Augmentation, Employee Benefits, Hiring, Job Descriptions, Payroll, ADP Payroll

Education
Bloomsburg University of Pennsylvania   2002 — 2006
Bachelor of Science (B.S.), Business Administration

Villanova University   2013 — 2013
Certificate, Human Resources Management

Nicola Charlton, MD Nicola Charlton, MD Greater Philadelphia Area Details
Nicola Charlton, MD's Penn Mutual Experience March 2015 - Present
Job AVP Medical Director at Penn Mutual
Industry Insurance
Experience
Penn Mutual   March 2015 - Present
Charlton Consulting M.D. LLC   2003 - May 2015
Catholic Financial Life  March 1998 - March 2015
University of South Florida College of Public Health  2013 - 2015
Milwaukee Medical/Falls Medical/Advanced Healthcare/Aurora (these agencies merged over 11 years)   April 1995 - November 2006
Health Partners/Inver Grove Heights Clinic   November 1992 - June 1994

Skills
Clinical Care, Clinical Supervision, Risk Assessment, Primary Health Care, Medical Underwriting, Management, Patient Outcomes, Direct Patient Care, Patient Advocacy, Healthcare Management, Healthcare Compliance, Project Management, Women's Health, public health

Education
Chicago Medical School at Rosalind Franklin U-Med & Science
Doctor of Medicine (M.D.), Medicine

University of South Florida School of Public Health
Master's Degree, Public Health-MPH

University of Minnesota Family and Community Health
Family Medicine Residency Program

Hennepin County Medical Center
Medical Internship

Marquette University   1977 — 1981
Bachelor's Degree, Biology/Biological Sciences, General History and english minors

Stephanie Swinton Stephanie Swinton New York, New York Details
Stephanie Swinton's Penn Mutual Experience August 2005 - September 2007
Job Administrative Professional
Industry Consumer Services
Experience
J+J/Invision   June 2009 - February 2013
Anvil Knitwear  September 2007 - October 2008
Penn Mutual   August 2005 - September 2007
Hofstra University  September 2002 - May 2005

Skills
Editing, Proofreading, Customer Service, MS Office Suite, Easily Adaptable, Personable, Great written and..., Quick Study

Education
Borough of Manhattan Community College

Eileen McDonnell Eileen McDonnell Greater Philadelphia Area Details
Eileen McDonnell's Penn Mutual Experience February 2008 - Present
Job Chairman, President and CEO at Penn Mutual
Industry Financial Services
Experience
Penn Mutual   February 2008 - Present

Education
Adelphi University   1984 — 1988
Master of Business Administration (MBA), Finance and Investments

Molloy College   1980 — 1984
Bachelor of Arts (B.A.), Mathematics and Computer Science

Brian Haselden Brian Haselden Dallas/Fort Worth Area Details
Brian Haselden's Penn Mutual Experience July 2013 - January 2014
Job Regional Director at AIM Systems, Inc.
Industry Financial Services
Experience
AIM Systems, Inc.   March 2014 - Present
Penn Mutual   July 2013 - January 2014
The Hartford  October 2011 - July 2013
Sun Life Financial  February 2010 - July 2011
AIG American General Life Companies   August 2006 - February 2010
Fidelity Investments  January 2004 - August 2006
Hartford Life  2000 - 2003
Jackson National Life  January 1996 - June 2000
Golden Rule Insurance  1985 - 1995
Golden Rule Insurance  1911 - 1979

Skills
Insurance, Financial Services, Retirement, Fixed Annuities, Employee Benefits, FINRA, Financial Planners, Strategic Financial..., Investments, Brokers, Series 6, Financial Advisory, Series 63, Mutual Funds, Sales, Life Insurance, Estate Planning, Wealth, Disability Insurance, Selling, Marketing, Long Term Care Insurance, Health Insurance, Series 7, Relationship Management, 401k, Term Life Insurance, Long-term Care, IRAs, Business Development, Financial Planning

Education
Ball State University   1978 — 1983
BS, Sales and Marketing - School Of Business

Charles Staley Charles Staley Greater Chicago Area Details
Charles Staley's Penn Mutual Experience January 1988 - August 1993
Job Cartman at Cog Hill Golf Course
Industry Financial Services
Experience
Cog Hill Golf Course   May 2014 - Present
Evolutionary and Adaptive Retirement Systems   November 2011 - April 2013
Independent Contractor for Active Investment Managers   October 2008 - November 2011
New York Life  October 1996 - July 2008
Penn Mutual   January 1988 - August 1993
Shearson Lehman Bros  January 1986 - December 1987

Skills
Asset Managment, Microsoft Office, Retirement Planning, Investments, Insurance, Wealth Management, Strategic Financial..., Asset Allocation, Securities, Investment Strategies, Financial Services, Wealth, Relationship Management, Pensions, Fixed Annuities, Retirement, Financial Advisory, Investment Management, IRAs, Finance, Mutual Funds

Education
University of Illinois at Urbana-Champaign   1965 — 1970
BS, Finance

Chicago State University   1972 — 1976
MS, Education

Margaret Merlino Margaret Merlino Greater Philadelphia Area Details
Margaret Merlino's Penn Mutual Experience June 2008 - September 2012
Job Statistical Programmer
Industry Pharmaceuticals
Experience
INC Research  March 2014 - Present
PRA International  January 2013 - February 2014
Philadelphia University  September 2012 - December 2012
Penn Mutual   June 2008 - September 2012
Merck  June 2002 - February 2008
WareSoft Solutions, Inc.   January 1997 - August 2001
Texas Instruments  June 1993 - February 1996
Rhone-Poulenc Rorer  1988 - 1993

Skills
SDTM, OpenCDISC, SAS programming, SAS Proc SQL, SAS Macro, ADaM, Oracle SQL, Software Documentation, XML, Java, Ant, Web Services, Microsoft SQL Server, Databases, Linux, LIMS, WebSphere Application..., Xpediter, SAS, Eclipse, iBatis, Windows Server, Analysis, SDLC, HTML, CSS, Oracle PL/SQL..., IIS, XSL, JSP development, Tomcat 5, Tapestry, SQL Server 2000-2008, Windows Server 2003, Windows Server 2008

Education
Philadelphia University   2012 — 2012
SAS Programming for the Pharmaceutical Industry Certificate

Bowling Green State University
Bachelor of Science in Business Administration, Management Information Systems and Finance

Notre Dame Academy, Toledo, Ohio

Weatherhead School of Management at Case Western Reserve University
MBA, Management Information and Decision Systems, Operations Management

Lee Rogers Lee Rogers Greater Seattle Area Details
Lee Rogers's Penn Mutual Experience February 2009 - November 2013
Job Regional Marketing Manager
Industry Insurance
Experience
MN Northwest   December 2013 - Present
Penn Mutual   February 2009 - November 2013
Aviva plc  November 2006 - February 2009
Allstate Financial  November 2000 - November 2006
MetLife Financial Services  November 1983 - November 2000

Education
Arizona State University   1982 — 1983
MBA, Marketing & Finance

University of Utah - David Eccles School of Business   1979 — 1982
BS, Finance, Speech Communication

John Slocum John Slocum Greater Philadelphia Area Details
John Slocum's Penn Mutual Experience May 1985 - May 1987
Job Chief Marketing & Strategy Officer at Exito Travel
Industry Education Management
Experience
Paxia Travel Inc.   2013 - Present
Exito Travel  May 2012 - Present
AmeriSpan Study Abroad  January 2007 - May 2012
AmeriSpan Unlimited Inc.   February 1993 - January 2007
Languages Abroad   2000 - 2005
Independence Capital Management   1987 - October 1992
Corestates Capital Advisors  May 1987 - November 1987
Penn Mutual   May 1985 - May 1987

Skills
Social Media Marketing, Online Advertising, Email Marketing, SEO, Public Relations, SEM, Social Media, SMO, Marketing Communications, Advertising, Small Business, Social Networking, Online Marketing, Strategy, E-commerce, Web Design, Business Strategy, Blogging, Marketing, PPC, Management, Web Analytics

Education
Other Education-Related   1992 — 1993

Albion College   1981 — 1985
Economics, Business & Marketing

Patty Flack Patty Flack Greater Detroit Area Details
Patty Flack's Penn Mutual Experience January 2007 - January 2013
Job Regional compliance
Industry Financial Services
Experience
LPL Financial  July 2013 - Present
Orlans  January 2013 - July 2013
Penn Mutual   January 2007 - January 2013
MetLife  1997 - 2007
Walnut Street Securities  1997 - 2006

Skills
FINRA, Series 24, Financial Services, Asset Management, Fixed Annuities, Auditing, AML, Investment Advisory

Education
Adrian College

David Kriebel David Kriebel Greater Philadelphia Area Details
David Kriebel's Penn Mutual Experience 1996 - 2009
Job Senior Consultant at Island Networks
Industry Pharmaceuticals
Experience
Island Networks   June 2015 - Present
Razor Technology  October 2013 - June 2015
ICON Clinical Research  May 2010 - October 2013
Endo Pharmaceuticals  March 2009 - May 2010
Penn Mutual   1996 - 2009
Selectronics, Inc.   1994 - 1996

Skills
Disaster Recovery, Windows Server, Security, Vendor Management, Networking, Microsoft Certified..., IT Management, Troubleshooting, Enterprise Software, Microsoft Exchange, VMware ESX, Data Center, Active Directory, Virtualization, Servers, SAN, SharePoint, VMware, System Administration, Microsoft Technologies, Citrix, High Availability, DNS, NetApp, Hyper-V, Storage Area Networks, VMware Infrastructure, System Deployment, ITIL, vSphere, Business Continuity, Enterprise Architecture, Storage, DHCP, IT Operations, Solaris, Infrastructure, Cisco Technologies, IIS, Backup Exec, VPN, Symantec Endpoint..., Operating Systems, VMware vSphere

Education
Chestnut Hill College
BS, Computer Science

Montgomery County Community College
AS, Computer Information

CHI Institute
Diploma, Electronics, Computer Technology

John McManus, SPSM John McManus, SPSM Greater New York City Area Details
John McManus, SPSM's Penn Mutual Experience January 2011 - June 2011
Job Business Analyst Enterprise Risk Management at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation  September 2015 - Present
The Depository Trust & Clearing Corporation  April 2012 - Present
The Depository Trust & Clearing Corporation  April 2012 - September 2015
The Depository Trust & Clearing Corporation  September 2011 - April 2012
Coral Cast   May 2010 - September 2011
Penn Mutual   January 2011 - June 2011
College of Mount Saint Vincent  August 2008 - June 2011

Skills
Microsoft Excel, Analysis, Vendor Management, Procurement, Risk Management, Outsourcing, Financial Analysis, PowerPoint, Sales, Portfolio Management, Investments, Public Speaking, Finance, Microsoft Office, Microsoft Word, Series 7, Bloomberg, Management, Financial Services, Insurance

Education
College of Mount Saint Vincent   2007 — 2011
B.S. in Business Administration, Finance

Holy Cross High School   2003 — 2007

D Ferrara D Ferrara Greater Philadelphia Area Details
D Ferrara's Penn Mutual Experience June 2008 - July 2009
Job Life is full of Challenges, Challenges make me stronger.
Industry Computer Software
Experience
Penn Mutual   June 2008 - July 2009
Staples  July 2003 - November 2008
Philadelphia Safe and Sound  February 2006 - June 2008
DBA Inc   October 2000 - June 2003

Skills
Business Intelligence, Databases, Microsoft SQL Server, Data Warehousing, Data Analysis, Visual Basic, SQL, Troubleshooting, Access, Testing, .NET, Program Management, Oracle, Windows, Security, Cognos, Enterprise Software, Microsoft Excel, Networking, SDLC, Data Modeling, Visio

Education
Temple University   2003 — 2006
Bachelor, Computer Science

Bucks County Community College   2000 — 2002
Associates, Computer Science

Vincent M. Barone Vincent M. Barone Kingsland, Georgia Details
Vincent M. Barone's Penn Mutual Experience 2003 - 2008
Job Independent Financial Consultant
Industry Financial Services
Experience
Straight Talk With Vinny, Inc.   February 2012 - Present
Penn Mutual   2003 - 2008
The MONY Group  1998 - 2004

Education
City University of New York-College of Staten Island   1985 — 1987
BS, Economics

Ed Dropic Ed Dropic Tampa/St. Petersburg, Florida Area Details
Ed Dropic's Penn Mutual Experience 2007 - 2009
Job Senior VIce President
Industry Financial Services
Experience
21st Century Financial, Inc.   February 2003 - Present
Penn Mutual   2007 - 2009
DeBartolo Financial Services, Inc.   August 2007 - October 2008

Skills
Retirement Planning, Investments, Fixed Annuities, Finance, Financial Services, Disability Insurance, Leadership, Insurance, Long-term Care, Retirement, Life Insurance, 401k, Business Planning, Sales, Mutual Funds, Estate Planning, Health Insurance, Strategic Planning

Education
Cleveland State University
Business Administration

Hondros College, Independence, Ohio
Financial Services

Mira Costa College, Oceanside, CA
Business Administration

Casey Welsh Casey Welsh Greater Philadelphia Area Details
Casey Welsh's Penn Mutual Experience May 2013 - August 2013
Job Financial Analyst at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group  November 2014 - Present
College of William and Mary  August 2010 - May 2014
&MUN - William and Mary Collegiate Model United Nations   May 2013 - March 2014
Penn Mutual   May 2013 - August 2013
WMHSMUN XXVI - William and Mary High School Model United Nations   February 2012 - December 2012
William & Mary Athletics   February 2012 - May 2012
WMIDMUN X - William and Mary Middle School Model United Nations   May 2011 - February 2012

Skills
Social Media, Finance, Microsoft Office, Italian, Event Planning, Stata, Public Speaking, Analysis, Fundraising, Microsoft Excel, Microsoft Access, Data Analysis, PowerPoint, MG-ALFA, Teamwork, Leadership, Access, International Relations

Education
The College of William and Mary   2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.57/4.0

The American University of Rome   2012 — 2013
International Business

Boston University   2011 — 2011
Financial Mathematics, 4.0

Brandon Fabiani Brandon Fabiani Harrison, New York Details
Brandon Fabiani's Penn Mutual Experience September 2015 - Present
Job Financial Services Intern at Penn Mutual
Industry Financial Services
Experience
Penn Mutual   September 2015 - Present
Rye YMCA  March 2015 - August 2015
Flynn Zito Capital Management   September 2014 - May 2015
Phi Sigma Kappa Fraternity  December 2013 - December 2014
Rye YMCA  March 2014 - August 2014
Live Nation Entertainment  February 2014 - May 2014
Adelphi University Student Government Association   November 2013 - May 2014
Rye YMCA  June 2012 - August 2013
Rye YMCA  June 2009 - August 2011

Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Leadership, Training, Management, Budgets, Accounting, Finance, Outlook, Public Speaking, Microsoft Office, Facebook, Event Planning, Time Management, Social Media, Fundraising, Social Networking, Research, Customer Service, Nonprofits, Teamwork, Community Outreach

Education
Adelphi University   2012 — 2016

Laura Heyman Laura Heyman Greater Philadelphia Area Details
Laura Heyman's Penn Mutual Experience 2012 - 2013
Job Communications Director at Altcara Insurance
Industry Insurance
Experience
Altcara Insurance   2014 - Present
Trillium Health Partners, LLC   2013 - 2014
Penn Mutual   2012 - 2013
Harte Hanks  2011 - 2012
Wolters Kluwer Health  2009 - 2011
Marsh & McLennan Companies - Seabury & Smith   1998 - 2001
Prudential - AARP Operations   1990 - 1998

Skills
Customer Service, Business Process..., Vendor Management, Team Building, Change Management, Leadership, Direct Mail, Marketing Communications, Project Management, Strategic Planning, Controlling Budgets, Management, Healthcare, Integrated Marketing, Direct Marketing, Email Marketing, Account Management, Advertising, Digital Marketing

Education
Bauder College
Commercial Art & Design

College of Boca Raton
Commercial Art & Design

Brian Creegan Brian Creegan Merrick, New York Details
Brian Creegan's Penn Mutual Experience September 2014 - Present
Job Financial Services Intern at Penn Mutual
Industry Financial Services
Experience
Adelphi University  September 2015 - Present
Adelphi University  November 2014 - Present
Penn Mutual   September 2014 - Present
Adelphi University Student Athlete Advisory Committee   May 2014 - Present
2015 Northeast 10 Conference Meetings   May 2015 - May 2015
Martha Clara Vineyards  June 2014 - November 2014
Westhampton Country Club  June 2013 - August 2013
Tropix On the Mile Bar & Restaurant   June 2012 - August 2012
Friar's Head Golf Club   June 2011 - August 2011

Skills
Social Networking, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Teamwork, Public Speaking, Microsoft Word, Facebook, Time Management, Event Planning, Team Leadership, Leadership, Human Resources, Sales, Customer Service, Access, Event Management, Social Media Marketing, Marketing Strategy, Team Management, Research, Marketing, Analysis, Strategic Planning, Outlook, Twitter, Fundraising, Budgets, Financial Analysis, Investments, Bloomberg, Bloomberg Terminal

Education
Emerging & Innovative Management Program in China   2014 — 2015
Business

Adelphi University   2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance, General

Saint Anthony's High School   2007 — 2011

Thomas Daley Thomas Daley Washington D.C. Metro Area Details
Thomas Daley's Penn Mutual Experience May 2014 - September 2014
Job Law Clerk at Executive Office of the President
Industry Law Practice
Experience
Executive Office of the President  August 2015 - Present
The United States Attorney's Office for the Eastern District of Pennsylvania   May 2015 - July 2015
Penn Mutual   May 2014 - September 2014
Boathouse Restaurant & Marina Deck   May 2013 - September 2013
ekolo.cz   September 2012 - October 2012
Joe's Pizzeria   May 2011 - September 2012
Comcast  September 2008 - September 2010

Skills
Market Research, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Teamwork, Time Management, Social Media, Customer Service, Public Speaking, Event Planning, Leadership, Event Management, Sales, Financial Analysis

Education
The George Washington University Law School   2015 — 2017
Juris Doctor (J.D.)

American University Washington College of Law   2014 — 2015
Juris Doctor (J.D.)

Susquehanna University   2010 — 2014
Bachelor of Science (BS), Business Administration- Finance and Global Management Emphasis, Senior

Eastern High School

Leonid Grabovskiy Leonid Grabovskiy Greater New York City Area Details
Leonid Grabovskiy's Penn Mutual Experience November 2000 - July 2004
Job Product Manager
Industry Information Technology and Services
Experience
EIS Group Ltd  December 2011 - Present
MetLife Alico  August 2011 - December 2011
Iron Mountain  March 2010 - May 2011
2009 FREEDOM OSS   August 2009 - November 2009
Credit Suisse  October 2007 - July 2009
UBS Investment Bank  April 2007 - October 2007
2006 SOFTERWARE INC   August 2006 - November 2006
2006 INSURANCE SERVICES OFFICES, INC   August 2004 - August 2006
Penn Mutual   November 2000 - July 2004

Skills
Business Analysis, Derivatives, Business Intelligence, Data Analysis, Product Management, Risk Management, Requirements Analysis, Business Process, Testing, Access, Analysis, CRM, SDLC, Requirements Gathering, Software Documentation, Business Requirements, Databases, Market Research

Education
Baruch College   1999 — 2004
BBA, Finance

Zicklin School of Business, Baruch College, CUNY   1999 — 2004
BBA, Finance/Marketing

Brooklyn Tech HS

Matthew Williams Matthew Williams Greater Philadelphia Area Details
Matthew Williams's Penn Mutual Experience December 2014 - June 2015
Job Linux Administrator Cloud Services at Ellucian
Industry Financial Services
Experience
Ellucian  August 2015 - Present
Penn Mutual   December 2014 - June 2015
Susquehanna International Group, LLP (SIG)   May 2013 - December 2014
Rutgers University  April 2012 - May 2013
Comcast  June 2010 - May 2012
Comcast - National Support Desk   August 2007 - July 2010
Comcast Cable  December 2005 - July 2007
Lockheed Martin  January 1997 - January 2001

Skills
DNS, Unix, Linux, System Administration, Troubleshooting, DHCP, Cisco Technologies, Networking, Telecommunications, VoIP, Linux System..., System Deployment, Security, Wireless Networking, RedHat, MySQL, TCP/IP, Hardware, IP, Project Management, Shell Scripting, Debian, Windows Server, Ubuntu, BMC Remedy, SQL, Operating Systems, VMware, Routers, Apache, Testing, SQL database design, SQL Server, Linux Server, Python, LAMP administration, Microsoft SQL Server, VPN, Network Administration, Windows, Active Directory, Network Engineering, Cfengine, CentOS, Weblogic Administration, Network Security, Switches, Windows 7, Meru, Server...

Education
Penn State University   2015 — 2017
Bachelor’s Degree, Finance and Financial Management Services

Penn State University   2011 — 2012
Undergrad Certification, Information Science and Technology, A

Network Learning Institute   2008 — 2008
School Certificate, Cisco Networking

DPT Business School   1999 — 2000
System Engineering/administration in Microsoft and Novell

Camden County College   2011 — 2012
Systems Engineering

Clarence Radin Clarence Radin Greater New York City Area Details
Clarence Radin's Penn Mutual Experience October 2010 - May 2012
Job Columbia University MSRED Degree Candidate Class of 2016
Industry Real Estate
Experience
National Madison Group, Inc.   June 2013 - May 2015
AXA Advisors  May 2012 - May 2013
Penn Mutual   October 2010 - May 2012

Skills
Retirement Planning, Estate Planning, Disability Insurance, Finance, Retirement, Life Insurance

Education
Columbia University in the City of New York   2015 — 2016
MSRED, Real Estate Development

Georgetown University   2002 — 2006
Bachelor of Arts (B.A.), English, Spanish

Samantha Casper Samantha Casper Greater Philadelphia Area Details
Samantha Casper's Penn Mutual Experience July 2011 - December 2014
Job Front Desk Receptionist at SarahCare Adult Day Services, Inc.
Industry Insurance
Experience
SarahCare Adult Day Services, Inc.   September 2015 - Present
Penn Mutual   July 2011 - December 2014
Cabrini College  August 2007 - May 2011
Baja Fresh Mexican Grill  September 2005 - May 2011

Education
Cabrini College   2007 — 2011
BA, English

Derek Sickles Derek Sickles Greater New York City Area Details
Derek Sickles's Penn Mutual Experience February 2008 - November 2010
Job Engineering Recruiter at Google
Industry Financial Services
Experience
Google  December 2014 - Present
Futures Group  October 2012 - December 2014
Forrest Solutions Group  June 2012 - September 2012
MetLife  December 2010 - June 2012
Penn Mutual   February 2008 - November 2010
Columbia Technology Corporation   May 2007 - September 2007
Breakwater Compliance Company   June 2006 - August 2006

Education
Columbia University in the City of New York   2005 — 2009

Bergen Catholic High School   2001 — 2005

Craig Pequette Craig Pequette Greater Denver Area Details
Craig Pequette's Penn Mutual Experience September 2011 - July 2013
Job Financial Advisor at BancWest Investment Services
Industry Financial Services
Experience
BancWest Investment Services  May 2014 - Present
NYLIFE Securities LLC  July 2013 - April 2014
New York Life Insurance Company  July 2013 - April 2014
Penn Mutual   September 2011 - July 2013
Jackson National Life  May 2010 - August 2011
Strategic Financial Partners  March 2009 - May 2010
Centennial Woods, LLC.   August 2008 - December 2008
BlueLinx Corporation  May 2004 - August 2008
Georgia-Pacific LLC  February 2002 - May 2004
CCI/Triad  October 2000 - February 2002

Skills
Retirement Planning, Estate Planning, 401 (k) Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Protection..., Small Business, Succession Planning, Wealth Preservation...

Education
Colorado State University
BA, Social Science

Sean Shepherd Sean Shepherd Scottsdale, Arizona Details
Sean Shepherd's Penn Mutual Experience May 1995 - April 2000
Job Consultant
Industry Financial Services
Experience
AZSC Company   November 2013 - November 2014
VALCOR Consulting   February 2008 - February 2014
Esquire Solutions  May 2007 - December 2007
UBS Global Asset Management  April 2000 - June 2007
Penn Mutual   May 1995 - April 2000

Skills
Crowdfunding, Crowdsourcing, Alternative Financing, Finance, Business, Private Equity, Investments, Corporate Finance, Due Diligence, Valuation, Corporate Law, Private Placements, Securities, Capital Markets, Venture Capital, IPO, Financial Services, Business Planning, Auditing, Corporate Governance, Telemedicine, Intellectual Property, Management, FAS 5, Restructuring, Litigation Support, Mergers & Acquisitions, Strategic Planning, Business Development

Education
Arizona State University   1990 — 1994
B.S., Justice Studies

Tod Lashway Tod Lashway Scottsdale, Arizona Details
Tod Lashway's Penn Mutual Experience June 2009 - Present
Job Director, Professional & Practice Development
Industry Insurance
Experience
Penn Mutual   June 2009 - Present
The Guardian Life Insurance Company of America  June 1991 - February 2009
Lutheran Brotherhood - Thrivent Financial   February 1983 - June 1991

Education
Arizona State University   1974 — 1980
Bachelor of Science (B.Sc.), Business Administration and Management, General

Carol Ruggiero Carol Ruggiero Greater Boston Area Details
Carol Ruggiero's Penn Mutual Experience January 2001 - April 2007
Job Financial Services Sales and Marketing Professional
Industry Insurance
Experience
Independent Insurance Brokerage   April 2014 - Present
Investors Marketing Services   October 2011 - March 2014
The Hartford  March 2010 - September 2011
Independent Channel Distribution   March 2007 - March 2010
Penn Mutual   January 2001 - April 2007
New England Life (now MetLife)   January 1995 - January 2001
John Hancock Financial Services  January 1990 - January 1995
Colonial Investment Services   January 1987 - January 1990

Skills
External Wholesaler,..., Relationship Management, Sales Presentations, Key Account..., Sponsor Relations, Point-of-Sale Life..., Conference and Event..., Retirement Planning, Social Security..., Marketing Communications, Marketing Strategy, Strategic Partnerships, Life Insurance Case..., Life Insurance, Financial Services, Annuities

Education
Cambridge College   1992 — 1994
Master's, Business Management

Bentley College   1984 — 1989
Bachelor of Science Candidate, Marketing

Arlington High   1977 — 1980

Bob Oliver Bob Oliver Washington D.C. Metro Area Details
Bob Oliver's Penn Mutual Experience February 1978 - October 1989
Job VP/Compensation at Gannett Co. Inc.
Industry Broadcast Media
Experience
TEGNA (formerly Gannett)   Oversight of corporate compensation unit for company with numerous business units. Design of comprehensive sales compensation programs. VP CompensationGannett Co. Inc.October 2006 - October 2013
Southeastern Hockey Officials Association  2001 - 2013
Courier Times   1976 - 2010
Gannett Co., Inc.   October 1989 - October 2006
Penn Mutual   February 1978 - October 1989
Central Penn National Bank   January 1976 - February 1978

Skills
Executive Compensation, Sales Compensation, Compensation, Job Evaluation, HRIS, Market Pricing, Equity Compensation, Employee Benefits, Executive Pay, Deferred Compensation, Benefits Administration, Leadership Development, Recruiting, Management, Succession Planning, Equities, Workforce Planning, Employee Relations, Onboarding, Incentive Programs, HR Policies, Mergers & Acquisitions, Personnel Management, Compensation & Benefit, Newspapers, Organizational Design, Executive Coaching, Talent Management, Organizational..., Employee Engagement, Interviews, Leadership, Human Resources, Labor Relations, Advertising Sales, College Recruiting, FMLA, Performance Management, Talent Acquisition

Education
Temple University   1975 — 1977
None, Graduate School of Journalism

Bloomsburg University of Pennsylvania   1970 — 1973
Bachelor's degree, Political Science, Journalism

Sharen Pyatetskaya Sharen Pyatetskaya Greater New York City Area Details
Sharen Pyatetskaya's Penn Mutual Experience January 2012 - May 2012
Job Senior Account Executive at KA
Industry Financial Services
Experience
ECM Acquisitions, Inc   October 2012 - July 2013
Penn Mutual   January 2012 - May 2012
Molod Spitz & DeSantis, P.C.   July 2010 - January 2011

Skills
Microsoft Office, Excel, PowerPoint, Outlook, Illustrator, Google, Event Planning, Program Coordination, Sales Representatives

Education
City University of New York-Baruch College - Zicklin School of Business   2008 — 2012
BBA, Entrepreneurship

Dan Dingman Dan Dingman Greater Philadelphia Area Details
Dan Dingman's Penn Mutual Experience May 2010 - August 2010
Job Cofounder at Commit Analytics; commitswimming.com
Industry Health, Wellness and Fitness
Experience
Commit Analytics   January 2015 - Present
DreamIt Ventures  January 2015 - Present
Milliman  June 2011 - January 2015
Linear Suits   September 2009 - July 2011
Penn Mutual   May 2010 - August 2010
D&G Landscaping   March 2007 - September 2009

Skills
Web Development, Meteor JS, JavaScript, HTML, CSS, Financial Modeling, Stochastic Modeling, Microsoft Excel, C, Financial Analysis, Risk Management, VBA, Actuarial Science, Microsoft Office

Education
The University of Chicago - Booth School of Business   2012 — 2012
Attended - MBA Candidate

Carnegie Mellon University - Tepper School of Business   2008 — 2011
B.S., Business Administration with an additional major in Statistics

North Penn High School   2004 — 2008

Lisa Dall'Acqua Lisa Dall'Acqua Greater New York City Area Details
Lisa Dall'Acqua's Penn Mutual Experience February 2015 - Present
Job National Marketing Director Penn Mutual and Director of Marketing, Life Planning Group
Industry Financial Services
Experience
Penn Mutual   February 2015 - Present
Life Planning Group - Penn Mutual   April 2013 - Present
Wilen Media  February 2007 - January 2009
Newsday  1982 - 1999

Skills
Fixed Annuities, Strategic Financial..., Marketing, Investments, Training, Insurance, Retirement Planning, Mutual Funds, Retirement, Series 7, Finance, Risk Management, Financial Advisory, Advertising, Portfolio Management, Securities, Equities

Education
Adelphi University   2008 — 2009
Master of Business Administration (MBA), Marketing and Finance

Adelphi University
Bachelor of Arts (BA), Marketing Communications

Jake Morton, CRPC® Jake Morton, CRPC® Parker, Colorado Details
Jake Morton, CRPC®'s Penn Mutual Experience February 2008 - December 2008
Job Financial Consultant at BOSC
Industry Financial Services
Experience
BOK Financial  September 2013 - Present
USAA  March 2010 - September 2013
New York Life Insurance Company  December 2008 - February 2010
Penn Mutual   February 2008 - December 2008
Edward Jones  December 2007 - February 2008
Mathis Brothers Furniture  January 2006 - December 2007

Skills
Chartered Retirement..., Investments, Life Insurance, Group1, Series 7, Series 63, Series 65, Retirement Planning, Financial Advisory, Investment Strategies, Fixed Annuities, Variable Products, Asset Allocation, Long-term Care, Wealth Management, Mutual Funds, Investment Advisory, Estate Planning, IRAs, Wealth, Uniform Combined State..., Financial Services, Retirement, 401k, FINRA, College Savings Plans, Term Life Insurance, 529 Plans, Separately Managed..., Universal Life, Securities, Long Term Care Insurance, Wealth Accumulation, Wealth Management..., Variable Annuities, CRPC, Whole Life

Education
The American College   2011 — 2015
CFP Modules, Financial Planning and Services

College for Financial Planning   2010 — 2011
Chartered Retirement Planning Counselor, Retirement Planning

Oklahoma State University-Stillwater, Ok   2001 — 2005
Business, Finance, General

Chris Vassil Chris Vassil Greater Philadelphia Area Details
Chris Vassil's Penn Mutual Experience 2006 - 2009
Job Investment Management Services at State Street
Industry Financial Services
Experience
State Street  September 2013 - Present
Pershing, a BNY Mellon company  May 2010 - July 2013
Penn Mutual   2006 - 2009
Taylor Nelson Sofres Telecoms   2005 - 2006
T. Rowe Price  2004 - 2005
Comcast Cable  2003 - 2004
RMH Teleservices  2003 - 2003
SEI  2003 - 2003

Skills
Management, Access, Financial Analysis

Education
Clemson University   1999 — 2003
Bachelor of Science (B.S.), Economics and Quantitative Analysis

Lewis Morrell Lewis Morrell Hawthorne, New Jersey Details
Lewis Morrell's Penn Mutual Experience May 2012 - Present
Job Financial Service Representative at Professional Economic Growth Group
Industry Insurance
Experience
Penn Mutual   May 2012 - Present
CareOne Staffing   March 2011 - May 2012
Shoprite  October 2009 - March 2011

Skills
Insurance, Life Insurance, Microsoft Office, Underwriting, Microsoft Word, Retirement, Customer Service

Education
Bergen Community College   2012 — 2015
Undergraduate, Business/Commerce, General

Depaul Catholic High School.   2008 — 2011

Coastal Carolina University

Harriet Laurin Harriet Laurin West Chester, Pennsylvania Details
Harriet Laurin's Penn Mutual Experience January 1994 - December 1995
Job Senior Consultant, Specialty Pharma Data Integration at IMS Health
Industry Computer Software
Experience
The Judge Group  March 2015 - April 2015
A. Duie Pyle, Inc.   June 2010 - January 2015
XSell Resources  February 2010 - May 2010
Independence Blue Cross  March 2002 - March 2010
PMA Insurance Group  October 1999 - January 2002
VWR International  January 1996 - October 1999
Penn Mutual   January 1994 - December 1995
Reliance Insurance  April 1991 - January 1994
Fidelity Bank (now Wachovia)   January 1990 - April 1991
PNC Bank  October 1985 - April 1990

Skills
Business Analysis, Requirements Gathering, Functional..., Product Requirements..., Visio, SnagIt, Data Mapping, Data Validation, Proofreading, Published Author, COBOL, JCL, Data Analysis, Survey Development, Tai Chi, Qigong, Systems Analysis, Microsoft SQL Server, Product Requirements, Software Documentation, Exit Surveys, SDLC, Program Management, Requirements Analysis, Access, Testing, SQL, Databases, Integration, Analysis, Software Development, Management, Training, DB2, Change Management, Unix, SharePoint, MS Project, Software Project..., Business Intelligence, Data Warehousing, Database Design, Agile Methodologies, Process Improvement, Business Requirements, Business Process..., Quality Assurance, XML, Consulting, Vendor Management

Education
Villanova University   2005 — 2007
MBA, Master of Business Administration

University of Phoenix   2002 — 2004
B.S., Information Technology

Arcadia University   1980 — 1984
B.A., English

Eastern Regional High School   1976 — 1980
High School Diploma, Academic Track

Corrin Bryan Corrin Bryan Bellevue, Washington Details
Corrin Bryan's Penn Mutual Experience May 2013 - May 2014
Job Agency Producer
Industry Insurance
Experience
Farmers Insurance  May 2014 - Present
Penn Mutual   May 2013 - May 2014

Skills
Customer Satisfaction, Insurance, Marketing, Sales, Time Management, Life Insurance, Disability Insurance, Term Life Insurance, Risk Management, Employee Benefits, Teamwork, Underwriting, Leadership, Specialty Lines, Insurance Brokerage, Customer Service

Education
Bellevue College   2006 — 2008
Business Administration and Management, General

Kevin Lord Kevin Lord Fresno, California Area Details
Kevin Lord's Penn Mutual Experience May 2010 - April 2013
Job Independent Life Brokerage General Agent
Industry Insurance
Experience
Feliciano Financial Group  October 2014 - Present
Edgewood Financial Network   June 2014 - Present
Mitchell & Associates  December 2013 - Present
Kevin Lord Life Brokerage Agency   May 1995 - Present
Landscape Contractors Insurance Services Inc.   May 2011 - September 2014
MVP Premier Insurance Agency   June 2008 - December 2013
Penn Mutual   May 2010 - April 2013
Charles Lord Insurance Marketing, LLC   May 1995 - June 2008

Skills
Fixed Annuities, Retirement, Term Life Insurance, Insurance, Strategic Financial..., Investments, Life Insurance, Long-term Care, Health Insurance, Asset Allocation, Financial Services, Liability, Investment Strategies, Recruiting, Disability Insurance, Marketing, Sales, Series 6, Retirement Planning, Whole Life, Variable Annuities, Brokers, Wealth, Mutual Funds, Pensions, Underwriting, Financial Advisory, Long Term Care Insurance, Series 63, Wealth Management, Estate Planning, Financial Planners, Securities, 401k, Critical Illness, Employee Benefits, Universal Life

Education
California State University, Fresno   2001 — 2004
MA, Mass Communication & Journalism

California State University, Fresno   1990 — 1995
BA, Telecommunications

Danielle McMullin Danielle McMullin Greater Philadelphia Area Details
Danielle McMullin's Penn Mutual Experience January 2014 - November 2014
Job Self employed
Industry Luxury Goods & Jewelry
Experience
Penn Mutual   January 2014 - November 2014
Penn Mutual   November 2010 - January 2014
Revital Associates   2004 - 2011
Penn Mutual   April 2010 - November 2010
Laura Mercier Cosmetics  2004 - 2008

Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Training, Sales, Make up artist, Skin Care, General Securities..., Life Insurance, Annuities, Fixed Annuities, Time Management, Insurance, Term Life Insurance, Team Building, New Business Development, Call Centers, Building Relationships, Marketing, Series 63, Small Business, Disability Insurance, Coaching, Outlook, Social Networking, Account Management, Leadership, Employee Benefits

Education
Jean Madeline Aveda Institute   2002 — 2004
PA Board Certified/PA Board Certified Teacher-Trainer, Cosmetology/Cosmetologist, General

Bucks County Community College   1996 — 1999
Education/ History

Bensalem High School   1992 — 1996

David Camelio, CLU David Camelio, CLU Foxboro, Massachusetts Details
David Camelio, CLU's Penn Mutual Experience January 2012 - Present
Job Regional Marketing Specialist at Penn Mutual
Industry Insurance
Experience
Penn Mutual   January 2012 - Present
The Patriot Financial Group  January 2006 - January 2012

Education
Bridgewater State College

Bibi Javed Bibi Javed Austin, Texas Details
Bibi Javed's Penn Mutual Experience July 1999 - December 2004
Job Business Development Manager
Industry Events Services
Experience
The Freeman Company  January 2014 - Present
George Little Management  February 2007 - November 2013
FX and Fox Cable Networks  December 2004 - January 2007
Penn Mutual   July 1999 - December 2004

Skills
Event Management, Marketing, Social Media Marketing, Trade Shows, Marketing Strategy, Event Planning, Advertising, Public Relations, Sales, Corporate Events, Email Marketing, Sponsorship, Marketing Communications, Social Media, Brand Development, B2B

Education
Baruch College, City University of New York (CUNY)   2002 — 2005
Bachelor of Business Administration, Marketing

John Jay College of Criminal Justice   1999 — 2002
Associate in Science, Criminal Justice and Corrections

Benjamin Finkel, CPA Benjamin Finkel, CPA Greater Philadelphia Area Details
Benjamin Finkel, CPA's Penn Mutual Experience June 2015 - Present
Job Financial Accounting Analyst at Penn Mutual
Industry Accounting
Experience
Penn Mutual   June 2015 - Present
CBIZ MHM, LLC  October 2014 - May 2015
CBIZ MHM, LLC  June 2011 - October 2014
DriveTime  June 2010 - August 2010

Skills
Forensic Accounting, Valuation, Financial Analysis, QuickBooks, CPA, US GAAP, Financial Modeling, Accounting, Internal Controls, Financial Reporting

Education
Arizona State University, W. P. Carey School of Business   2007 — 2011
BS, Accounting

Desiree Eadie, AIC Desiree Eadie, AIC Downingtown, Pennsylvania Details
Desiree Eadie, AIC's Penn Mutual Experience 1989 - 2003
Job Underwriter at XL Catlin Environmental
Industry Insurance
Experience
XL Environmental  June 2011 - Present
XL Insurance  June 2006 - June 2011
Harleysville Insurance  May 1989 - May 2005
Penn Mutual   1989 - 2003

Skills
AIC, Microsoft Office 2007, General Liability, Property & Casualty..., Insurance Claims, Construction Estimating, Pollution Liability, Insurance, Commercial Insurance, Casualty, Commercial Lines, Reinsurance, Underwriting, Claim, Brokers, General Insurance, Liability Analysis, Casualty Insurance, Liability, Legal Liability, Professional Liability, Risk Management, Claims Management

Education
Bloomsburg University of Pennsylvania

Insurance Institute of America/American Institute of CPCU - AIC Designation

Elizabeth Leibson Elizabeth Leibson Greater Philadelphia Area Details
Elizabeth Leibson's Penn Mutual Experience June 2008 - December 2010
Job Human Resources Payroll Professional
Industry Accounting
Experience
The Pathway School  June 2013 - September 2013
Global DMS  January 2012 - June 2013
Mike Carr's Towing and Hauling   June 2011 - November 2011
Penn Mutual   June 2008 - December 2010
Ascensus  October 2005 - April 2008
Prudential Financial  January 1994 - September 2005

Skills
Customer Service, Process Improvement, Accounts Payable, Employee Benefits, Payroll, Accounts Receivable, Benefits Administration, Account Management, Microsoft Office, Insurance, Sales, Vendor Management, Human Resources, Financial Services, Leadership, Software Documentation, Outlook, Accounting, Invoicing, Financial Analysis, Fixed Annuities, Project Management, New Business Development, Microsoft Word, Technical Recruiting, System Administration, Finance, Management, Account Reconciliation, Risk Management, General Ledger, QuickBooks, Microsoft Dynamics SL, A/R collections, Accruals, Microsoft Excel, Financial Statements, Journal Entries, 401k, Internal Controls, Internal Audit, ADP Payroll, Financial Reporting, Budgets

Education
Bucks County Community College   1989 — 1991
Business Administration/Accounting

Employer Sponsored Training

Gary Graus Gary Graus Rochester, New York Area Details
Gary Graus's Penn Mutual Experience January 1997 - June 1999
Job Territory Manager at Mohawk Industries
Industry Textiles
Experience
Mohawk Industries  June 1999 - Present
DuPont Flooring Systems  January 1999 - June 1999
Penn Mutual   January 1997 - June 1999
Gary E. Graus Floor Covering   June 1989 - January 1997

Skills
Client Service, Solution Provider, Strategic Partnerships, Solution Selling, Carpet, Flooring, Financial Services, New Business Development, Sales Management, Account Management, Building Materials, Business Development, Client Services, Construction, Contract Negotiation, Customer Service, Interior Design, Key Account Management, Management, Marketing, Marketing Strategy, Negotiation, Sales, Sales Operations, Team Building

Education
Clarkson University   1987 — 1989

Stephen Such, LUTCF Stephen Such, LUTCF San Diego, California Details
Stephen Such, LUTCF's Penn Mutual Experience 1996 - 2000
Job Lead Insurance Specialist with LPL Financial
Industry Financial Services
Experience
LPL Financial  April 2004 - Present
LPL Financial  2008 - 2013
Penn Mutual   1996 - 2000

Skills
CRM, Insurance, Sales, Business Process, Strategic Planning, Wealth Management, XML, Finance, Financial Services, Fixed Annuities, Mutual Funds, Disability Insurance, Life Insurance

Education
Coleman College   2009 — 2011
Bachelors of Science, Computer Information Systems

National Association of Insurance and Financial Advisors (NAIFA)   1991 — 1994
LUTCF - Life Underwriting Training Council Fellow, Insurance and Financial Services

Diane Battilana Diane Battilana Greater Philadelphia Area Details
Diane Battilana's Penn Mutual Experience February 1982 - October 2009
Job Business Analyst at InsPro Technologies
Industry Information Services
Experience
Yellowbook  June 2010 - August 2012
Penn Mutual   February 1982 - October 2009

Skills
Business Analysis, Databases

Education
Arcadia University
B.A., Computer Science

Alison Januzelli Alison Januzelli Greater Philadelphia Area Details
Alison Januzelli's Penn Mutual Experience March 2011 - September 2013
Job Office Manager Executive Assistant at Nuix
Industry Computer Software
Experience
Nuix  February 2015 - Present
Almac Group  October 2013 - January 2015
Penn Mutual   March 2011 - September 2013
Touchstone Wireless  February 2010 - February 2011
Isolagen  April 2008 - April 2009
ING Clarion Real Estate Securities  2007 - 2008
SunGard Availability Services  2005 - 2007
Octagon Research Solutions  April 2004 - May 2005
Whitestone Associates, Inc.   May 2003 - May 2004

Skills
Microsoft Excel, Outlook, Administrative..., PowerPoint, Process Scheduler, Microsoft Office

Education
Carnegie Mellon University   1998 — 2000

King's College   1993 — 1997

Karen Diamond Karen Diamond Greater Philadelphia Area Details
Karen Diamond's Penn Mutual Experience 2012 - May 2014
Job Content Marketing Manager at Dell Boomi
Industry Marketing and Advertising
Experience
Dell Boomi  June 2014 - Present
Penn Mutual   2012 - May 2014
Penn Mutual   2008 - 2012
Deloitte Services, LLC   2007 - 2007
Unisys  2005 - 2006
Unisys  2003 - 2005
Various Clients, including interactive agencies, publishers and associations   2001 - 2003
Managing Editor Inc.  2001 - 2001
Lippincott Williams & Wilkins (formerly Springhouse Corporation)   1996 - 2001

Skills
Content Strategy, Email Marketing, Copywriting, Marketing Communications, Content Management, Digital Marketing, Corporate Communications, Internal Communications, Content Development, Interactive Marketing, SEO, Web Content, Editing, Social Media, Social Media Marketing, Public Relations, Marketing Management, Web Content Management, Thought Leadership, Strategic Communications, Marketing, Strategy, Content Marketing, Lead Generation, User Experience, Digital Strategy, Press Releases

Education
Boston University
BS

Fred Yeon Fred Yeon Greater Boston Area Details
Fred Yeon's Penn Mutual Experience 2003 - 2004
Job Sourcing Analyst Strategic Sourcing & Vendor Management at Blue Cross & Blue Shield of Rhode Island
Industry Banking
Experience
Blue Cross & Blue Shield of Rhode Island  August 2013 - Present
State Street  February 2013 - May 2013
Supply Strategies   June 2009 - November 2012
Law Offices of Bong W. Yeon   2007 - 2009
Motor Coach Industries  2005 - 2006
Motor Coach Industries  2004 - 2005
Penn Mutual   2003 - 2004
Penn Mutual   2003 - 2003
J. William Fulbright Foreign Scholarship   2001 - 2002
Merrill Lynch  2000 - 2000

Skills
Procurement, Procurement Outsourcing, Supply Chain Management, Resource Management, Strategic Outsourcing, Sales Operations, Consultants, Business Strategy, Financial Modeling, Pricing Model and..., ROI Analysis, Competitive Analysis, Contract Negotiation, Outsourcing Management, New Business Development, China Business..., Writing, Research, Valuation, Customer Service, International..., Client Development, Portuguese, French, Spanish, German, Italian, Korean, Swedish, Strategic Financial..., Strategic Planning, Strategic Thinking, Polyglot, Diversity, Vietnam sourcing, Financial Analysis, Cash Management, Leadership Development, P&L, Cost Savings Strategies, Due Diligence, Mandarin, Income Statement

Education
Bentley University   2007 — 2009
Master of Business Administration (MBA), Management, Cumulative GPA: 3.55 / GPA in Concentration: 3.93

Connecticut College   1997 — 2000
Bachelor of Arts (B.A.), Economics

Doug Barone Doug Barone Greater Boston Area Details
Doug Barone's Penn Mutual Experience 2007 - 2011
Job Professions, LLC
Industry Financial Services
Experience
Professions, LLC   August 2012 - Present
Penn Mutual   2007 - 2011
New York Life Insurance Company  January 2000 - March 2009

Skills
LEAP,FNA,Morningstar, Talent Acquisition, Leadership, Applicant Tracking..., Internet Recruiting, Training, Sourcing, College Recruiting, Talent Management, Onboarding, Technical Recruiting, Interviews, Employee Relations, Management, Human Resources, Building Relationships, Benefits Administration, Performance Management, Strategy, Screening, Employee Training

Education
Boston University
Master of Arts (M.A.)

Dwight School,New York, N.Y.

Mount Saint Mary's College,Maryland
B.A.., Political Science

Anthony M Santomero Anthony M Santomero Greater Philadelphia Area Details
Anthony M Santomero's Penn Mutual Experience 2008 - Present
Job Financial Economist
Industry Financial Services
Experience
Citigroup and Citibank, NA   2009 - Present
Renaissance Re Ltd.   2008 - Present
Penn Mutual   2008 - Present
Columbia Funds  2008 - Present
McKinsey & Company  2006 - Present
the Wharton School, University of Pennsylvania  1972 - Present
Federal Reserve Bank of Philadelphia  July 2000 - April 2006
The Wharton School  1972 - 2002

Education
Fordham College   1964 — 1968
Bachelor's degree, Economics

Brown University   1968 — 1971
Ph.D., Economics

Stockholm School of Economics, Sweden
E. Dhe. (Hon.), Economics

University of Rome (Tor Vergata)
L.H.C. ( Laurea Honoris Causa), Economics

Helen Rennie Helen Rennie Greater Philadelphia Area Details
Helen Rennie's Penn Mutual Experience July 2015 - Present
Job Vice President, Producer and Client Services at Penn Mutual
Industry Insurance
Experience
Penn Mutual   July 2015 - Present
The Guardian Life Insurance Company of America  May 2011 - July 2015
Guardian Life Insurance  March 2009 - May 2011
Sun Life Financial  December 2005 - March 2009
Sun Life Financial  March 2003 - December 2005
Sun Life Financial  September 2001 - March 2003
New England Financial, A MetLife Company  March 1998 - September 2001
New England Financial, A MetLife Company  February 1995 - March 1998
New England Financial, A MetLife Company  February 1991 - February 1995
New England Financial, A MetLife Company  July 1987 - February 1991

Skills
Insurance, Underwriting, Financial Services, Executive Management, Life Insurance, Process Improvement, Business Analysis, Claim, Claims Management, Disability Insurance, Employee Benefits, Relationship Management, Risk Management, Asset Management, Brokers, Call Centers, Enterprise Risk..., Estate Planning, Financial Analysis, Financial Risk, Fixed Annuities, Health Insurance, Investments, Long-term Care, Mutual Funds, Portfolio Management, Property & Casualty..., Reinsurance, Retirement Planning, Retirement, Securities, Series 6, Series 63, Strategic Financial..., Term Life Insurance, Vendor Management, Wealth Management, 401k, Series 7, Asset Allocation, Business Continuity, Leadership, Outsourcing, Business Process, Analytics, Change Management, Thought Leadership, Business Planning, Strategy, Governance

Education
Cornell University   1983 — 1987
Bachelor of Science, Economics

Boston University
MBA

Kevin Hilsmier Kevin Hilsmier Greater Philadelphia Area Details
Kevin Hilsmier's Penn Mutual Experience February 1993 - February 1999
Job Portfolio Manager at SEI
Industry Investment Management
Experience
SEI  February 1999 - Present
Penn Mutual   February 1993 - February 1999

Education
Bowling Green State University   1984 — 1988

Deepak Sankaran Deepak Sankaran Philadelphia, Pennsylvania Details
Deepak Sankaran's Penn Mutual Experience January 2013 - July 2013
Job Vice President Technological Solutions at URC Construction (P) Ltd
Industry Information Technology and Services
Experience
ThreeSigns Consultants (India)   September 2014 - Present
URC Construction (P) Ltd   September 2014 - Present
New Earth Nation   January 2014 - Present
Penn Mutual   January 2013 - July 2013
Albridge, an Affiliate of Pershing  May 2012 - December 2012
Lincoln Financial Group  August 2010 - April 2012
VWR International  February 2010 - July 2010
UBS Investment Bank  December 2008 - December 2009
Exelon  2008 - 2008
Albridge Solutions  June 2006 - June 2007

Skills
Integration, SDLC, Management, Purchasing, Enterprise Software, Data Warehousing, Software Development, Software Project..., ERP Oracle, Business Process..., Business Process..., Business Process..., Data Analysis, Data Mining, Data Modeling, Cloud Storage, Campaign Management, Campaign Strategies, ETL, Business Requirements, Business Analysis, Requirements Gathering, Requirements Analysis

Education
California State University-Fresno   2003 — 2006
Master of Science (M.S.), Industrial Technology/Technician

Madras University   1999 — 2003
Bachelor of Technology (B.Tech.), Information Technology

Errica Nelson Errica Nelson Greater Philadelphia Area Details
Errica Nelson's Penn Mutual Experience February 2014 - Present
Job Executive Assistant at Penn Mutual Life Ins Co
Industry Insurance
Experience
Penn Mutual   February 2014 - Present
Penn Mutual Life Insurance Company  January 2006 - February 2014

Skills
Event Planning, Insurance, Microsoft Office, Outlook, Life Insurance, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Employee Benefits, Process Improvement, Team Building, Employee Relations, Leadership, Human Resources

Education
Drexel University
In progress, Communications - Public Relations

Bucks County Community College   2004 — 2006
Business Administration and Management, General

Alisa Creighton Alisa Creighton Greater Philadelphia Area Details
Alisa Creighton's Penn Mutual Experience December 2007 - July 2009
Job Experienced Auditor, Internal Audit, External Audit, Sox and MAR Engagements
Industry Insurance
Experience
Penn Mutual   December 2007 - July 2009
Capmark (fka GMAC Commercial Mortgage)   December 2005 - December 2007
BDO Seidman, LLP  October 2004 - December 2005
Goldenberg Rosenthal, LLP  July 2002 - April 2004
Goldenberg Rosenthal, LLP  January 2002 - July 2002

Skills
Internal Controls, Internal Audit, Auditing, Financial Reporting, Accounting, Financial Statements, Process Improvement, Finance, Tax, Financial Analysis, Sarbanes-Oxley Act, Management, Analysis, General Ledger, Financial Audits, Financial Risk, Risk Management, Financial Accounting, Assurance

Education
Northeast High School   1988 — 1992
diploma, academic

Arcadia University

Monica Willingham Monica Willingham Greater Philadelphia Area Details
Monica Willingham's Penn Mutual Experience June 2008 - Present
Job Senior Underwriter at Penn Mutual
Industry Insurance
Experience
Penn Mutual   June 2008 - Present
CIGNA Group Insurance  June 2004 - June 2008
Prudential Financial  January 1989 - June 2004

Education
American InterContinental University   2002 — 2003
Masters, Informational Technology

West Chester University   1983 — 1987

Nicholas Celli Nicholas Celli Greater Philadelphia Area Details
Nicholas Celli's Penn Mutual Experience May 2013 - Present
Job Underwriting Analyst
Industry Insurance
Experience
Penn Mutual   May 2013 - Present
Penn Mutual   March 2012 - April 2013
Penn Mutual   September 2007 - February 2012
Prudential Financial  January 2006 - September 2007

Skills
Leadership, Insurance, Management, Team Building, Fixed Annuities, Financial Analysis, Customer Service, New Business Development, Microsoft Excel, Vendor Management, Life Insurance, Process Improvement, Contract Negotiation, Sales, Analysis, Microsoft Office, Project Management, Fundraising, Strategic Planning, Risk Management, Underwriting, Variable Annuities, Permanent Life Insurance, Term Life Insurance, Variable Life

Education
Cabrini College   2010 — 2012
Master of Science (M.S.), Organizational Leadership

Widener University   2001 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies

Valley Forge Military Academy & College   1998 — 2001
High School Diploma/College prep, High School/Secondary Diplomas and Certificates

Natalia Dinets Natalia Dinets Greater Philadelphia Area Details
Natalia Dinets's Penn Mutual Experience February 2008 - Present
Job Senior Business Analyst at Penn Mutual
Industry Financial Services
Experience
Penn Mutual   February 2008 - Present
Independence Blue Cross  2007 - 2008
De Lage Landen  1997 - 2007
Electronics Boutique  1995 - 1997

Skills
SDLC, Requirements Analysis, Integration, Root Cause Problem..., Requirements Gathering, 3rd Party Software..., Collaborative Problem..., Business Analysis, Web Services, Agile Methodologies, Software Project..., Data Warehousing, Project Portfolio..., Software Documentation, Business Intelligence, Process Improvement, Visio, Resource Management, Vendor Management, Business Process, PMO, PMP, Enterprise Architecture, ETL, SQL, SharePoint, IT Strategy, Business Process..., ERP, Risk Management

Education
Simon Kuznets Kharkiv National University of Economics   1989 — 1993
Economics

Henry Major Henry Major Warminster, Pennsylvania Details
Henry Major's Penn Mutual Experience October 2014 - Present
Job Life Producer at Penn Mutual
Industry Computer Networking
Experience
Penn Mutual   October 2014 - Present
Veeva Systems  January 2013 - October 2014
Aetna  August 2013 - November 2013
Vertical Screen inc  December 2011 - December 2011
Prudential Financial  June 2000 - September 2011
C.A. BRIGGS   September 2000 - February 2005

Skills
Data Entry, Outlook, Customer Service, Access, Administration, Customer Satisfaction, Windows 7, Computer Hardware, Microsoft Excel, Call Centers, Testing, Microsoft Office 2007, Excel, Word, PowerPoint, Microsoft Office, Problem Solving, Insurance, Customer Relations, A+ Certified, QA ANALYST, Windows Remote Desktop, Help Desk Support, Remote Troubleshooting

Education
Bucks County Community College   2012 — 2013
Information Technology

Donald Herbold Donald Herbold Sioux City, Iowa Area Details
Donald Herbold's Penn Mutual Experience 1978 - 2010
Job Service Club
Industry Insurance
Experience
Sertoma Breakfast Club Sioux City   1997 - Present
Penn Mutual   1978 - 2010

Skills
Insurance, Life Insurance, Fixed Annuities

Education
Colorado State University
Masters Degree, Speech-Language Pathology/Pathologist

Life Underwriting Training Council
LUTCF

University of Northern Iowa
Bachelor of Arts (B.A.), Speech-Language Pathology/Pathologist

Luanne Mattson Luanne Mattson Louisville, Kentucky Area Details
Luanne Mattson's Penn Mutual Experience April 1992 - March 1995
Job Director of Communications at Southern Indiana, ClarkFloyd Counties Convention and Tourism Bureau
Industry Public Relations and Communications
Experience
Southern Indiana, Clark-Floyd Counties Convention & Tourism Bureau   June 2014 - Present
Mattson Communications   April 1999 - June 2014
Scottsdale Healthcare  April 2004 - June 2008
Nichols Gilstrap, Inc.   June 1997 - April 1999
Arizona Office of Tourism  January 1997 - June 1997
Penn Mutual   April 1992 - March 1995

Skills
Writing, Media Relations, Editing, Internal Communications, Newsletters, Public Relations, Marketing Communications, Feature Articles, Strategic Planning, Management, Creative Direction, Proposal Writing, Social Media, Press Releases, Social Networking, Marketing, Social Media Marketing, Copywriting, Marketing Strategy, Blogging

Education
Ball State University   1981 — 1986
Bachelor of Science, Exercise Science

Floyd Central

Gimeno Simmonds Gimeno Simmonds Greater New York City Area Details
Gimeno Simmonds's Penn Mutual Experience June 2008 - January 2009
Job
Industry Banking
Experience
JP Morgan Chase Bank, N.A.   November 2009 - Present
MassMutual  January 2009 - August 2009
Penn Mutual   June 2008 - January 2009
Commerce Bank  August 2007 - May 2008

Education
Pace University   2009 — 2009
Master's Certificate in Business Analysis, Business Analysis

City University of New York-Herbert H. Lehman College   2003 — 2008
BBA, Business Finance

Neisy Arnez Neisy Arnez Greater New York City Area Details
Neisy Arnez's Penn Mutual Experience June 2010 - August 2010
Job Client Service Manager/ Paraplanner at Drucker Wealth Management
Industry Financial Services
Experience
Drucker Wealth Management   August 2013 - Present
Empire Wealth Strategies  November 2011 - August 2013
Empire Wealth Strategies  January 2011 - November 2011
Penn Mutual   June 2010 - August 2010

Skills
Leadership, Investments, Retirement Planning, Customer Service, Securities, Event Management, Analysis, Long-term Care, Health Insurance, Fundraising, Account Management, Bloomberg, Market Research, Forecasting, Asset Allocation, Nonprofits, Finance, Management, Financial Services, Marketing, Microsoft Word, Mutual Funds, Financial Planning, investements planning, Compliance Management, Operations Management, Business Process..., CRM, Reti, Event Planning

Education
City University of New York-Baruch College - Zicklin School of Business   2007 — 2011
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

Francesco Portera Francesco Portera Greater Chicago Area Details
Francesco Portera's Penn Mutual Experience 1974 - 1981
Job President, Owner at Diamond Advisory Group
Industry Professional Training & Coaching
Experience
Diamond Advisory Group   Division CoordinatorDes Plaines Homeland Security & Emergency Management Agency2010 - 2012
Shelf Genie   2006 - 2011
Chartwell Advisory Group, Inc.   1997 - 2000
Merrill Corporation  1989 - 1997
Chas P Young  1986 - 1989
Pandick Inc.   1981 - 1986
Penn Mutual   1974 - 1981

Skills
Public Speaking, Purchasing, Billing, Pricing, Accounts Receivable, Italian, Emergency Management, Cost Reduction, Staff Development, Administration, Budgeting, Non-profits, Microsoft Office, Customer Service, Problem Solving, Strategic Planning, Writing, Coaching, Planning, PowerPoint, Contract Management, Word, Fundraising, Excel, Contract Negotiation, Team Building, Employee Relations, Supervisory Skills, Outlook, Mentoring, Customer Relations, Leadership Development, Creative Problem Solving, Organizational..., Office Management, Team Leadership, Accounts Payable, Change Management

Education
Illinois Emergency Management Agency   2010 — 2011
Emergency Management

Wright Leadership Institute   2008 — 2009
Leadership

Baruch College, City University of New York (CUNY)   1975 — 1980
BBA, Public Administration

New Dorp High School   1971 — 1974

Ivan Hucaluk Ivan Hucaluk Greater Philadelphia Area Details
Ivan Hucaluk's Penn Mutual Experience March 2012 - April 2015
Job System Administrator II
Industry Computer Software
Experience
TMNA Services, LLC. (TMNAS)   April 2015 - Present
Penn Mutual   March 2012 - April 2015
Penn Mutual   March 2006 - December 2012
Penn Mutual   October 2004 - January 2006
Bristol Township School District  June 1999 - October 2004

Skills
MCP, MCDST, CompTIA A+ Certification, Windows Server, Windows 7, Windows Desktop..., Active Directory, TSM, HP Server Hardware, HP Desktop, HP Blade, Hyper-V, Altiris, Altiris Console, Altiris Deployment..., McAfee Endpoint..., Safeboot, Symantec Endpoint..., Symantec Security, Disaster Recovery, HP SIM, Printer Drivers, Microsoft Office 2007, McAfee, Software Documentation, Group Policy, Windows, VMware, Information Technology, System Deployment, Hardware, Servers, HP, Microsoft Office

Education
La Salle University   2002 — 2004
BS, Information Technology

Bucks County Community College   1999 — 2001
AA, Computer Science

Eric Kosterich Eric Kosterich Greater Philadelphia Area Details
Eric Kosterich's Penn Mutual Experience 2006 - Present
Job Senior Internal Marketing Representative at Penn Mutual Life Insurance Compay
Industry Insurance
Experience
Penn Mutual   2006 - Present
Penn Mutual Life Insurance Compay   April 2008 - June 2009

Education
Arcadia University   2002 — 2006
BS, Business Administration

Nancy Shearer Nancy Shearer Greater Philadelphia Area Details
Nancy Shearer's Penn Mutual Experience 1999 - 2003
Job Publications Assistant at The American Law Institute
Industry Legal Services
Experience
The American Law Institute  2005 - Present
CTB McGraw Hill  2003 - 2005
Community College of Philadelphia  2003 - 2004
Penn Mutual   1999 - 2003
Self employed  1950 - 1950

Education
Drexel University   1970 — 1977
Bachelor of Science (BS), Business Administration and Management, General

Community College of Philadelphia

Richard Lombardo Richard Lombardo Greater Philadelphia Area Details
Richard Lombardo's Penn Mutual Experience February 2003 - May 2006
Job VicePresident of Operations at Insured Capital Management, Inc.
Industry Financial Services
Experience
Insured Capital Management, Inc.   August 2006 - Present
Penn Mutual   February 2003 - May 2006
Principal Financial Group  January 1997 - January 2003

Education
Capella University   2008 — 2009
Post-Graduate

Eastern University   2004 — 2006
MBA, Management

Edward Ladson Edward Ladson Greater New York City Area Details
Edward Ladson's Penn Mutual Experience September 1999 - July 2001
Job Legal Assistant at Carol Lilienfeld, Esq.
Industry Law Practice
Experience
Carol Lilienfeld, Esq.   September 2004 - Present
National Association for the Self Employed  March 2002 - September 2004
Renal Research Institute  July 2001 - February 2002
Penn Mutual   September 1999 - July 2001

Skills
Outlook, Legal Research, Wordperfect, QuickBooks, Legal Writing, Microsoft Word, Clinical Research, Litigation Support, PowerPoint, Insurance, Wordpress, Internet Explorer, firefox, Chrome, Quattro Pro, Formal Presentations, Data Analysis, Medical Terminology, End Stage Renal Disease, Research, Real Property, Mathematics, Library Science, Library Research, PubMed, Bookkeeping, Real Estate Economics, Microsoft Excel, Filing, Electronic Filing, Residential Mortgages, Guardianship, Conservatorships, Trusts, Banking, Investments, Investment Strategies, Finance, Stock Market, Mutual Funds, Politics, Economics, Economic Development, Wire Transfers, Money Transfers, Data Entry

Education
City University of New York-Hunter College   1994 — 1998

Morris High School   1990 — 1994
High School Diploma, Social Studies

Meg Muldoon, J.D., LL.M. Meg Muldoon, J.D., LL.M. Greater Philadelphia Area Details
Meg Muldoon, J.D., LL.M.'s Penn Mutual Experience 2013 - Present
Job Assistant Vice President at Penn Mutual
Industry Financial Services
Experience
Penn Mutual   2013 - Present
Houlihan and Muldoon, Attorneys at Law   January 2009 - 2013
Suffolk University School ol Law   2002 - 2013
MetLife  2006 - 2008
Baystate Financial Services  2004 - 2006
MetLife  1998 - 2004

Skills
Estate Planning

Education
Boston University School of Law   1992 — 1993
LL.M., Law

New England Law Boston   1988 — 1991
J.D., Estate Planning/Tax

Providence College   1984 — 1988
B.S., Management

Bill Gruccio Bill Gruccio Greater Philadelphia Area Details
Bill Gruccio's Penn Mutual Experience Senior Vice PresidentPenn Mutual Insurance Company1997 - Present
Job Sr. VP CAS at Penn Mutual
Industry Financial Services
Experience
Penn Mutual   Senior Vice PresidentPenn Mutual Insurance Company1997 - Present

Education
Bryant University   1967 — 1971
BS, Marketing

Philip O'Hearn Philip O'Hearn Portland, Maine Area Details
Philip O'Hearn's Penn Mutual Experience 2010 - Present
Job President/Agent at O'Hearn Insurance Agency
Industry Insurance
Experience
Penn Mutual   2010 - Present
O'Hearn Insurance Agency   October 2008 - Present
O'Hearn Insurance Agency, Inc   November 1994 - Present
O'Hearn Insurance Group   1993 - Present
Boulos Company   1988 - 2008
Banking & Commercial Real Estate   December 1985 - December 1994

Skills
Insurance, Investments, Real Estate, Disability Insurance, Financial Services, Management, Small Business, Underwriting, Sales, Term Life Insurance, Employee Benefits, Property & Casualty..., Commercial Insurance, Life Insurance, Health Insurance, Strategic Planning, Customer Service

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA

Kevin Rossi, PHR Kevin Rossi, PHR Greater Philadelphia Area Details
Kevin Rossi, PHR's Penn Mutual Experience July 2009 - July 2010
Job Director of Human Resources at Jewish Family and Children's Service of Greater Philadelphia
Industry Nonprofit Organization Management
Experience
Jewish Family and Children's Service of Greater Philadelphia  February 2014 - Present
Jewish Family and Children's Service of Greater Philadelphia  April 2011 - February 2014
Penn Mutual   July 2009 - July 2010
Penn Mutual   October 2005 - July 2009
Penn Mutual   June 1999 - October 2005

Skills
Organizational Design, Change Management, Leadership Development, Employee Relations, Performance Management, Employee Benefits, Benefits Administration

Education
Chestnut Hill College   2003 — 2011
M. Ed, Elementary Education

Temple University - Fox School of Business and Management   1988 — 1994
BBA, Business, Human Resources

Ronald Moss Ronald Moss Greater Minneapolis-St. Paul Area Details
Ronald Moss's Penn Mutual Experience 1982 - 1983
Job Commercial Realtor at TaTonka Real Estate Advisors
Industry Commercial Real Estate
Experience
TaTonka Real Estate Advisors   July 2006 - Present
Griffin Companies  September 2002 - June 2006
Carlson Marketing Group  1994 - 2001
MoneyGram International  1992 - 1994
Wells Fargo Bank  1988 - 1992
University of Southern California  1987 - 1988
Lockheed Martin Space Systems Company  1985 - 1987
Mass Mutual  1983 - 1985
Penn Mutual   1982 - 1983

Skills
Tenant, Location Intelligence, Landlord, Disposition, Commercial Real Estate, Brokerage, Tenant Representation, Investments

Education
University of Southern California - Marshall School of Business   1987 — 1988
MBA, Marketing and Finance

California State University-Northridge   1978 — 1982
BS, Marketing

Bob Wannemacher Bob Wannemacher Horsham, Pennsylvania Details
Bob Wannemacher's Penn Mutual Experience 2014 - Present
Job Internal Marketing Representative
Industry Insurance
Experience
Penn Mutual   2014 - Present
Wachovia Insurance Services  December 2006 - February 2010
Wachovia Trust  March 2004 - December 2006
Wachovia Insurance Services  August 1998 - March 2004
Penn Mutual Life Insurance Co  April 1988 - August 1998

Education
Shippensburg University of Pennsylvania   1984 — 1987
Psychology

Bucks County Community College   1981 — 1983
Liberal Arts

Marc Singer, CLU Marc Singer, CLU Greater New York City Area Details
Marc Singer, CLU's Penn Mutual Experience 2004 - June 2012
Job Agency Director Disability, Investment Adviser Representative at MetLife
Industry Financial Services
Experience
MetLife  June 2012 - Present
Singer Planning Services   April 2004 - June 2012
Penn Mutual   2004 - June 2012
Paragon Capital Markets   April 1999 - December 2000

Education
City University of New York-College of Staten Island   1991 — 1994
BS, Finance

PS 32   1976 — 1981

Neil Filomena Neil Filomena Greater New York City Area Details
Neil Filomena's Penn Mutual Experience January 2005 - January 2011
Job Financial Planner
Industry Financial Services
Experience
Lincoln Financial Advisors  July 2011 - Present
Horner Townsand Kent (HTK)   January 2005 - July 2011
Penn Mutual   January 2005 - January 2011
Oglvie Security Advisors   January 2001 - January 2005

Skills
Retirement, Portfolio Management, Long-term Care, Training, Microsoft Office, 401k, Investments, Insurance, Life Insurance, Financial Services, Estate Planning, Retirement Planning, Financial Advisory, Employee Benefits, Finance, Financial Planners, Fixed Annuities, Health Insurance, IRAs, Investment Advisory, Public Speaking, Strategic Financial..., Sales, Financial Planning, Wealth Accumulation, Wealth

Education
Adelphi University   1985 — 1987
Certified Financial Planner Degree

York College of the City University of New York   1971 — 1987
Bachelor of Science (B.S.), Community Health Education

Holy cross h.s.

Theresa McDonald Theresa McDonald Greater Philadelphia Area Details
Theresa McDonald's Penn Mutual Experience 2005 - 2010
Job Technical Support at Connexin Software
Industry Information Technology and Services
Experience
Connexin Software Inc  September 2010 - Present
Penn Mutual   2005 - 2010
Penn Mutual   2003 - 2005
IBM at Agere Systems   2000 - 2002
Alpha Consulting  1995 - 2000
MicroAge of Whitehall   1994 - 1995
Cornet International  1993 - 1994
Idrees Ahmad, MD   1991 - 1993
UPS  1990 - 1991

Skills
Microsoft Office, Servers, Access, XP, Windows Server, Troubleshooting, Active Directory, Outlook, Oracle, Salesforce.com, Software Documentation, Networking, MS Project, Security, Account Management, SharePoint, Unix, Technical Support, Management, SQL, Windows, HTML, Computer Hardware, Information Security, Visio, Help Desk Support, Business Process..., Sales, Lotus Notes, Enterprise Software, Windows XP, Software Installation, Hardware, BMC Remedy, TCP/IP, System Administration, Training, Software Development, Business Analysis, Process Improvement

Education
Cedar Crest College   1996 — 1999
Bachelor of Arts, Sociology

John Ando John Ando Greater Philadelphia Area Details
John Ando's Penn Mutual Experience 1988 - 1992
Job Tech Lead at IDP
Industry Computer Software
Experience
IDP  June 1995 - Present
Penn Mutual   1988 - 1992

Skills
T-SQL, Business Analysis, Agile Methodologies, Requirements Analysis, Software Documentation, Microsoft SQL Server, SDLC, Business Requirements, Program Management, SQL, Visio, User Acceptance Testing, Databases, Requirements Gathering

Education
La Salle University
BS, Business Administration

Community College of Philadelphia
Associates, Data Processing

Eric Rhoads Eric Rhoads Greater Philadelphia Area Details
Eric Rhoads's Penn Mutual Experience February 2014 - Present
Job Internal Marketing Representative at Penn Mutual
Industry Financial Services
Experience
Penn Mutual   February 2014 - Present
Dakota Funds Group   August 2011 - March 2013
The Hartford  January 2011 - July 2011
ING Nederland  February 2001 - November 2010
ING Nederland  February 2000 - January 2001

Skills
Sales, Financial Advisory, Series 6, Series 63, Series 65, Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, Investments, Relationship Management, Salesforce.com, Financial Services

Education
Coastal Carolina University   1995 — 1997
History

Kutztown University of Pennsylvania   1993 — 1995

william gruccio, CLU ChFC CLF william gruccio, CLU ChFC CLF Greater Philadelphia Area Details
william gruccio, CLU ChFC CLF's Penn Mutual Experience 1997 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Gruccio Insurance Management   September 2012 - Present
New England Financial  November 2011 - August 2012
Penn Mutual   1997 - 2010

Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Life Insurance, Retirement, Disability Insurance, Series 7, Insurance

Education
Bryant University   1967 — 1971
Bachelor's degree, Marketing

The American College
CLU CHfC CLF, Financial Planning Strategies and Leadership

Mark Medina Mark Medina Greater New York City Area Details
Mark Medina's Penn Mutual Experience September 2009 - January 2010
Job Insurance Underwriter at CIM Brokerage
Industry Banking
Experience
CIM Brokerage   June 2011 - June 2014
Morgan Stanley Smith Barney  June 2010 - April 2011
Wakefield Properties   March 2009 - April 2010
Penn Mutual   September 2009 - January 2010

Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Spanish, Marketing, Quantitative Finance, Access Database, Insurance, Real Estate Transactions, Stock Research, Time Value of Money, Financial Modeling

Education
City University of New York-Herbert H. Lehman College   2013 — 2014
Bachelor of Arts (B.A.), Mathematics, 4.0

College of Mount Saint Vincent   2005 — 2009
B.A, Business

Herbert H Lehman High School   2001 — 2005

Chad Sheaffer Chad Sheaffer Greater Philadelphia Area Details
Chad Sheaffer's Penn Mutual Experience September 2011 - May 2014
Job Analyst at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co.   July 2014 - Present
Penn Mutual   September 2011 - May 2014
Pro Forma Staffing, LLC   September 2011 - February 2014
Susquehanna International Group  September 2010 - June 2011
BlackRock  September 2009 - September 2010

Skills
Financial Analysis, Bloomberg, Access, Finance, Leadership, Fundraising

Education
Drexel University   2008 — 2013
BS, Business Administration with Concentrations in Finance and International Business, summa cum laude

Capital College, Pennsylvania State University   2007 — 2007
Credits Obtained, Economics

Jonathan Cheverie Jonathan Cheverie Hartford, Connecticut Area Details
Jonathan Cheverie's Penn Mutual Experience September 2008 - December 2014
Job Retirement Specialist at Prudential Financial
Industry Insurance
Experience
Prudential Financial  December 2014 - Present
Penn Mutual   September 2008 - December 2014
Good News Garage  September 2006 - January 2010
Hartford Life  February 2008 - September 2008
John Hancock Life Insurance Company (U.S.A.)   March 2007 - February 2008
The Hartford  April 2006 - November 2006

Skills
Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Term Life Insurance, Series 6, Health Insurance, Long-term Care, Whole Life, Employee Benefits, Health Savings Accounts, Retirement Planning, Golf, Customer Service, Microsoft Office, Non-profits, Problem Solving, Sports, Athletics, 401k, Investments, Retirement, Financial Planning

Education
Central Connecticut State University   2001 — 2005
BA, Communication

Cheryl Mistic Cheryl Mistic Greater Philadelphia Area Details
Cheryl Mistic's Penn Mutual Experience October 2012 - Present
Job Configuration Management & Release Specialist at Penn Mutual
Industry Information Technology and Services
Experience
Penn Mutual   October 2012 - Present
HP Enterprise Services  December 2011 - June 2012
BNY Mellon  April 2011 - October 2011
Harte-Hanks, Inc.   1995 - 2009
Charming Shoppes  1989 - 1995
KeyCorp  1986 - 1989
Rich Products Corporation  1983 - 1986

Skills
IBM Mainframe, TSO, MVS, CICS, JCL, VSAM, COBOL, IBM Utilities, FTP, Easytrieve, Endeavor, ISPF, Panvalet, XP, NDM, VPN, Analysis, Lotus Notes, SharePoint, SQL, SDLC, Mainframe, Fileaid, z/OS, Syncsort, SDSF

Education
Bucks County Community College   2010 — 2010
Certificate, Intro to T-SQL and C# .NET programming

State University of New York College at Buffalo   1981 — 1983
Bachelor of Science, Management Information Systems

Niagara County Community College   1979 — 1981
Associate in Applied Science, Data Processing

George Beale, AIF George Beale, AIF Greater Denver Area Details
George Beale, AIF's Penn Mutual Experience 1986 - 1989
Job Regional Vice President at Security Benefit
Industry Financial Services
Experience
Security Benefit  October 2012 - Present
Beale Investment Group   February 2010 - October 2012
MetLife Resources  1995 - 2010
ING  2000 - 2004
Penn Mutual   1986 - 1989

Skills
401k, Retirement Planning, Retirement, Fixed Annuities, Defined Contribution, Investments, Pensions, Asset Management, Mergers & Acquisitions, ERISA, Financial Advisory, Series 7, Series 63, Strategic Financial..., 403 b, Series 6, Investment Advisory, Asset Allocation, Sales, Mutual Funds, Portfolio Management, Wealth Management, Alternative Investments, Employee Benefits

Education
Arizona State University - W. P. Carey School of Business   1978 — 1982
BS, Finance, Minor in Accounting

Boris Josef Lipsman Boris Josef Lipsman Greater Philadelphia Area Details
Boris Josef Lipsman's Penn Mutual Experience June 2011 - Present
Job Lead Software Engineer at Penn Mutual Life Insurance
Industry Information Technology and Services
Experience
Penn Mutual   June 2011 - Present
Penn Mutual   April 2008 - June 2011
Olympus  November 2007 - March 2008
IBM  June 2007 - November 2007
Boeing  January 2006 - June 2007
Systems Staffing Group  June 2005 - January 2006
University of Pennsylvania  May 2004 - June 2005
Progressive Software Computing Inc.   October 2003 - May 2004
Arris Systems  December 1999 - June 2000
Frontline Business Solutions   May 1999 - December 1999

Skills
Java, XSLT, JavaScript, J2EE Application..., JSP development, JDBC, EJB, Spring 3.0, Perl Script, Mod_perl, CXF, Axis2, Web Services API, Oracle PL/SQL..., Hibernate 3.1, Struts, XML Schema, PowerBuilder, Unix Shell Scripting, AIX, Eclipse, IBM sphere, SQL Navigator, Toad, Mule ESB, SOAP Web Services, RESTful WebServices

Education
Tver State Technical University   1976 — 1981
Master's degree, Mechanics and Construction

Marjorie Triplett Marjorie Triplett Greater Seattle Area Details
Marjorie Triplett's Penn Mutual Experience September 1991 - September 1993
Job Administrative Manager for PYE Global
Industry Professional Training & Coaching
Experience
PYE Global   May 2010 - Present
Triplett Admin and Media Services   June 2008 - Present
Marjorie's Daycare   July 1994 - January 2001
Penn Mutual   September 1991 - September 1993
AFAX Services   June 1989 - September 1991
Salem Public Library  September 1979 - June 1989

Education
Mercer County Community College   2003 — 2004
Spanish

Portland State University   1995 — 1995
English, Business

Portland Community College   1990 — 1991
General Coursework

Chemeketa Community College   1978 — 1979
Architecture

Valarie Anslyn-Whitely Valarie Anslyn-Whitely Greater New York City Area Details
Valarie Anslyn-Whitely's Penn Mutual Experience January 1998 - January 2004
Job RN at Lenox Hill Hospital
Industry Health, Wellness and Fitness
Experience
Lenox Hill Hospital  RNLenox Hill HospitalSeptember 2011 - Present
Olshan Grundman Frome Rosenzweig Wolosky, LLP   March 2004 - January 2007
Penn Mutual   January 1998 - January 2004

Skills
BLS

Education
Adelphi University   2008 — 2010
Bachelor of Science, Nursing

Brooklyn College   2000 — 2003
Bachelor of Science, Management and Finance

Alexis Kovacs Alexis Kovacs Greater New York City Area Details
Alexis Kovacs's Penn Mutual Experience December 2007 - Present
Job New Business Processor at Penn Mutual
Industry Insurance
Experience
Penn Mutual   December 2007 - Present
Penn Mutual Life Insurance  December 2007 - Present
Baypark Financial Group office of MetLife   October 2006 - December 2007
Commerce Bank  August 2004 - October 2006
CTF Print Inc / Cinnamon Graphics Inc   December 1999 - August 2004

Skills
Fax, Insurance, Invoicing, Outlook, Underwriting, Life Insurance, Risk Management

Education
Ashworth College
AAS, Accounting

Brooklyn College

John Dewey High SchoolHS

Daniil Krivov Daniil Krivov Greater Philadelphia Area Details
Daniil Krivov's Penn Mutual Experience February 2012 - April 2015
Job Financial Services Advisory at EY
Industry Financial Services
Experience
EY  April 2015 - Present
Penn Mutual   February 2012 - April 2015
Turner Investment Partners  September 2010 - March 2011
First Niagara Bank  October 2008 - September 2010

Skills
Banking, Valuation, Financial Analysis, Finance, Accounting, Investments, Bloomberg, Auditing, Microsoft Excel, Financial Risk, Financial Reporting, Risk Management, Financial Modeling, Financial Services, Internal Controls, Internal Audit

Education
Drexel University - College of Business and Administration   2009 — 2011
Bachelor's, Finance, Accounting

Community College of Philadelphia   2007 — 2009
Associate, Business Administration

Sharon Madison Sharon Madison Philadelphia, Pennsylvania Details
Sharon Madison's Penn Mutual Experience January 1974 - August 1977
Job Cat scan Techincan at Albert Einstein Medical Center
Industry Hospital & Health Care
Experience
Albert Einstein Medical Center  October 1986 - Present
Einstein Healthcare Network  October 1983 - September 1986
Einstein Healthcare Network  September 1982 - September 1983
Penn Mutual   January 1974 - August 1977
Quartermaster  June 1972 - October 1972

Skills
typist, x-ray techincan, Hospitals, Clinical Research, Healthcare, Healthcare Management, Critical Care, Nursing, ACLS, Healthcare Information..., Pediatrics, BLS, EMR, Internal Medicine, Radiology, ICU, Patient Safety, Emergency Medicine, Medical Terminology, EKG

Education
Albert Einstein School of Radiology technology   1980 — 1982

Community College of Philadelphia   1977 — 1979
Assoicate of science, Science

Greg Zappin Greg Zappin Greater Philadelphia Area Details
Greg Zappin's Penn Mutual Experience February 2012 - December 2014
Job Managing Director, Portfolio Manager at Penn Mutual Asset Management
Industry Investment Management
Experience
Penn Mutual Asset Management, Inc.   January 2015 - Present
Penn Mutual   February 2012 - December 2014

Skills
Portfolio Management, Credit Research, Trading, Private Placements

Education
Columbia Business School   1992 — 1994
Master of Business Administration (M.B.A.)

University of Massachusetts, Amherst   1984 — 1988
Bachelor of Business Administration (BBA)

Thomas Nurse Thomas Nurse Chalfont, Pennsylvania Details
Thomas Nurse's Penn Mutual Experience October 2013 - January 2014
Job Sales Associate
Industry Wholesale
Experience
Liquid Measurement & Controls   December 2013 - Present
Central Bucks YMCA   October 2013 - January 2014
Penn Mutual   October 2013 - January 2014
Penn Mutual   2010 - 2012
Penn Mutual   2007 - 2010
Penn Mutual   2001 - 2007
Penn Mutual   2000 - 2001
Penn Mutual   1995 - 2000
Penn Mutual   1994 - 1995

Skills
Life Insurance, Series 6, Variable Annuities, Fixed Annuities, Investments, Insurance, Customer Service, WebEx, Annuity Underwriting, Financial Services, Outdoor Recreation, Administrative..., Website Updating, Financial Planners, Training, Term Life Insurance, Marketing

Education
Bloomsburg University of Pennsylvania
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services

Michelle Poon Michelle Poon United States Details
Michelle Poon's Penn Mutual Experience June 2013 - August 2013
Job Program Assistant Intern at Binghamton University
Industry
Experience
Binghamton University Multicultural Resource Center   January 2014 - May 2015
Penn Mutual   June 2013 - August 2013
Mandarin Optical   December 2011 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Fundraising, Leadership, Event Planning, Analysis, Research, Facebook, English, Teamwork, Secretarial Skills, Organizational...

Education
SUNY Binghamton   2011 — 2015

Bronx High School of Science   2007 — 2011

Yana Loginova Yana Loginova Staten Island, New York Details
Yana Loginova's Penn Mutual Experience February 2011 - June 2011
Job Hospitality at Hospitality
Industry Hospitality
Experience
Hospitality  April 2012 - Present
Penn Mutual   February 2011 - June 2011
First Investors Corporation  August 2010 - January 2011
First Investors  June 2010 - August 2010
ASPCA  May 2007 - December 2007

Skills
Management, Finance, Analysis, Training

Education
City University of New York-College of Staten Island
Bachelor of Science Degree, Business Management / International Business

City University of New York-College of Staten Island
Bachelor's degree, Accounting

Dublin Institute of Technology
International Business

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