Penn Mutual
Industry: Life insurance company
DescriptionThe 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
Ltc Rockmore Ltc Rockmore's Penn Mutual Experience September 1986 - December 1994
Job Police Officer at City of Philadelphia
Industry Government Administration
Experience
334th Quartermaster Battalion (POL) September 2012 - Present
City of Philadelphia January 1995 - Present
75th MTCD 2009 - 2012
Penn Mutual September 1986 - December 1994
Skills
Enforcement, Police, Patrol, Public Safety, Criminal Investigations, Criminal Justice, Crime Prevention, Emergency Management, Homeland Security, Firearms, Private Investigations, Interrogation, Evidence, Investigation, Government
Education
Holy Family University 1985 — 1990
Bachelor of Arts (BA), Business Adminstration/Accounting
Palmer School of Business 1983 — 1985
Associate of Arts and Sciences (AAS), Accounting
334th Quartermaster Battalion (POL) September 2012 - Present
City of Philadelphia January 1995 - Present
75th MTCD 2009 - 2012
Penn Mutual September 1986 - December 1994
Skills
Enforcement, Police, Patrol, Public Safety, Criminal Investigations, Criminal Justice, Crime Prevention, Emergency Management, Homeland Security, Firearms, Private Investigations, Interrogation, Evidence, Investigation, Government
Education
Holy Family University 1985 — 1990
Bachelor of Arts (BA), Business Adminstration/Accounting
Palmer School of Business 1983 — 1985
Associate of Arts and Sciences (AAS), Accounting
Frank DeRosa Frank DeRosa's Penn Mutual Experience 2009 - 2011
Job
Industry Financial Services
Experience
SunGard April 2015 - Present
SunGard April 2014 - April 2015
JPMorgan Chase 2011 - April 2014
Penn Mutual 2009 - 2011
Mars Drinks 2007 - 2008
PricewaterhouseCoopers 1995 - 2007
Sears 1994 - 1995
Skills
Talent Management, Performance Management, Human Resources
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2003
Université Paris-Sorbonne 2003 — 2003
Kennesaw State University - Michael J. Coles College of Business 1999 — 2003
MBA
The Catholic University of America 1989 — 1994
BA
Wilton High School 1985 — 1989
SunGard April 2015 - Present
SunGard April 2014 - April 2015
JPMorgan Chase 2011 - April 2014
Penn Mutual 2009 - 2011
Mars Drinks 2007 - 2008
PricewaterhouseCoopers 1995 - 2007
Sears 1994 - 1995
Skills
Talent Management, Performance Management, Human Resources
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2003
Université Paris-Sorbonne 2003 — 2003
Kennesaw State University - Michael J. Coles College of Business 1999 — 2003
MBA
The Catholic University of America 1989 — 1994
BA
Wilton High School 1985 — 1989
Richard Gunderud Richard Gunderud's Penn Mutual Experience January 2015 - September 2015
Job Vice President at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 2015 - Present
Penn Mutual January 2015 - September 2015
Prudential Financial April 2013 - January 2015
Education
Kean University 2001 — 2005
Bachelor of Science (B.S.), Accounting
MassMutual Financial Group September 2015 - Present
Penn Mutual January 2015 - September 2015
Prudential Financial April 2013 - January 2015
Education
Kean University 2001 — 2005
Bachelor of Science (B.S.), Accounting
Helen Ruiz Helen Ruiz's Penn Mutual Experience September 2005 - Present
Job Administrative Assistant at Saipem America
Industry Oil & Energy
Experience
Saipem America June 2014 - Present
Penn Mutual September 2005 - Present
Penn Mutual March 2013 - June 2014
Education
Houston Community College
Saipem America June 2014 - Present
Penn Mutual September 2005 - Present
Penn Mutual March 2013 - June 2014
Education
Houston Community College
Andrew Klacik Andrew Klacik's Penn Mutual Experience May 2011 - August 2011
Job Fixed Income Consultant at FactSet
Industry Financial Services
Experience
FactSet February 2014 - Present
State Street Bank May 2013 - January 2014
State Street June 2012 - May 2013
Beacon Wealth Consulting September 2011 - April 2012
Penn Mutual May 2011 - August 2011
Basking Ridge Country Club June 2005 - August 2011
Chubb May 2010 - August 2010
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Securities, Mutual Funds, Outlook, Fixed Income
Education
Fairfield University 2008 — 2012
BS, Finance
Universitat Autònoma de Barcelona 2011 — 2011
Finance, Economics
FactSet February 2014 - Present
State Street Bank May 2013 - January 2014
State Street June 2012 - May 2013
Beacon Wealth Consulting September 2011 - April 2012
Penn Mutual May 2011 - August 2011
Basking Ridge Country Club June 2005 - August 2011
Chubb May 2010 - August 2010
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Securities, Mutual Funds, Outlook, Fixed Income
Education
Fairfield University 2008 — 2012
BS, Finance
Universitat Autònoma de Barcelona 2011 — 2011
Finance, Economics
Christine Doyle Christine Doyle's Penn Mutual Experience March 2012 - August 2014
Job Marketing and Music Industry Professional
Industry Marketing and Advertising
Experience
S.K.A.M. Artist, Inc. December 2014 - Present
ACS Custom USA October 2014 - Present
Penn Mutual March 2012 - August 2014
College Savings Bank January 2008 - April 2012
Headquarters Fashion Public Relations September 2007 - April 2008
Us Weekly Magazine April 2006 - August 2006
Skills
Marketing Communications, Social Networking, Marketing Strategy, Public Relations, Event Management, Microsoft Office, Press Releases, Customer Service, Social Media, Advertising, Marketing, CRM, Editing, Management, Social Media Marketing, Event Planning, Email Marketing, Facebook, Copywriting, Blogging, Corporate Communications, Brand Development
Education
Fordham University
Bachelor of Arts, Communication and Media Studies
S.K.A.M. Artist, Inc. December 2014 - Present
ACS Custom USA October 2014 - Present
Penn Mutual March 2012 - August 2014
College Savings Bank January 2008 - April 2012
Headquarters Fashion Public Relations September 2007 - April 2008
Us Weekly Magazine April 2006 - August 2006
Skills
Marketing Communications, Social Networking, Marketing Strategy, Public Relations, Event Management, Microsoft Office, Press Releases, Customer Service, Social Media, Advertising, Marketing, CRM, Editing, Management, Social Media Marketing, Event Planning, Email Marketing, Facebook, Copywriting, Blogging, Corporate Communications, Brand Development
Education
Fordham University
Bachelor of Arts, Communication and Media Studies
Dennis Tender Dennis Tender's Penn Mutual Experience May 2009 - March 2011
Job Managing Partner at OneFloridian Financial Partners, a General Agency with the companies of OneAmerica
Industry Insurance
Experience
OneFloridian Financial Partners September 2015 - Present
Genworth Financial February 2013 - August 2015
Penn Mutual May 2009 - March 2011
Education
Erie Community College 1983 — 1985
OneFloridian Financial Partners September 2015 - Present
Genworth Financial February 2013 - August 2015
Penn Mutual May 2009 - March 2011
Education
Erie Community College 1983 — 1985
Jeremy Wong's Penn Mutual Experience May 2015 - Present
Job Sales Manager at Penn Mutual
Industry Financial Services
Experience
Penn Mutual May 2015 - Present
The Prudential Insurance Company of America, Newark, NJ October 2012 - April 2015
Farmers Insurance September 2007 - April 2012
ADP July 2006 - August 2007
Cydcor December 2003 - July 2005
Skills
Insurance, Life Insurance, Sales, Term Life Insurance, Leadership, Training, Recruiting, Health Insurance, Fixed Annuities, Homeowners, Property & Casualty..., Cold Calling, Disability Insurance, Customer Retention, Commercial Insurance, Whole Life, Customer Satisfaction, Retirement, Sales Management, General Insurance, Series 6, Retirement Planning, Sales Rep Training, High-Impact Sales..., Telemarketing, Management, Long Term Care Insurance, Universal Life, Professional Liability, Annuity Sales, Auto, Sales Process, Workers Compensation, Casualty, Umbrella Insurance, Legal Liability, Consultative Sales..., Team Management, Employee Benefits, Sales Operations, Direct Sales, Underwriting, Liability, Brokers, IRAs, Small Business, 401k, Claims Management, Commercial Lines, Financial Planners
Education
DeVry University 2001 — 2003
B.S., Summa Cum Laude, Business Information Systems
Diablo Valley College 1999 — 2001
General Education
Benicia High School 1996 — 1999
Penn Mutual May 2015 - Present
The Prudential Insurance Company of America, Newark, NJ October 2012 - April 2015
Farmers Insurance September 2007 - April 2012
ADP July 2006 - August 2007
Cydcor December 2003 - July 2005
Skills
Insurance, Life Insurance, Sales, Term Life Insurance, Leadership, Training, Recruiting, Health Insurance, Fixed Annuities, Homeowners, Property & Casualty..., Cold Calling, Disability Insurance, Customer Retention, Commercial Insurance, Whole Life, Customer Satisfaction, Retirement, Sales Management, General Insurance, Series 6, Retirement Planning, Sales Rep Training, High-Impact Sales..., Telemarketing, Management, Long Term Care Insurance, Universal Life, Professional Liability, Annuity Sales, Auto, Sales Process, Workers Compensation, Casualty, Umbrella Insurance, Legal Liability, Consultative Sales..., Team Management, Employee Benefits, Sales Operations, Direct Sales, Underwriting, Liability, Brokers, IRAs, Small Business, 401k, Claims Management, Commercial Lines, Financial Planners
Education
DeVry University 2001 — 2003
B.S., Summa Cum Laude, Business Information Systems
Diablo Valley College 1999 — 2001
General Education
Benicia High School 1996 — 1999
Alexander Barrett Alexander Barrett's Penn Mutual Experience January 2012 - May 2013
Job Assistant Account Executive at the Gate NY
Industry Marketing and Advertising
Experience
The Gate NY May 2015 - Present
Ditobarbie Construction April 2014 - April 2015
Carr Business Systems July 2013 - March 2014
Penn Mutual January 2012 - May 2013
Castaway Clothing May 2011 - December 2011
Penn Life Mutual May 2011 - August 2011
Boyd Interiors May 2010 - September 2010
Skills
PowerPoint, Sales, Insurance, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Social Networking, Fixed Annuities, Retirement Planning, Customer Service, Event Planning, Outlook, Advertising, Investments, Series 7, Small Business, Life Insurance, Facebook, Social Media Marketing, Photoshop, Illustrator, Marketing
Education
George Mason University 2007 — 2011
Bachelor's degree, Advertising
George Mason University 2007 — 2011
Bachelor's degree, Advertising
Northern Highlands 2003 — 2007
The Gate NY May 2015 - Present
Ditobarbie Construction April 2014 - April 2015
Carr Business Systems July 2013 - March 2014
Penn Mutual January 2012 - May 2013
Castaway Clothing May 2011 - December 2011
Penn Life Mutual May 2011 - August 2011
Boyd Interiors May 2010 - September 2010
Skills
PowerPoint, Sales, Insurance, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Social Networking, Fixed Annuities, Retirement Planning, Customer Service, Event Planning, Outlook, Advertising, Investments, Series 7, Small Business, Life Insurance, Facebook, Social Media Marketing, Photoshop, Illustrator, Marketing
Education
George Mason University 2007 — 2011
Bachelor's degree, Advertising
George Mason University 2007 — 2011
Bachelor's degree, Advertising
Northern Highlands 2003 — 2007
Isaiah Souza Isaiah Souza's Penn Mutual Experience September 2013 - Present
Job Administrative Assistant at Bocceri, Board, Higgins & Kitz
Industry Insurance
Experience
Penn Mutual September 2013 - Present
Reliable Document Retrieval July 2013 - September 2013
McDonalds March 2011 - August 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Training, Life & Health Insurance..., Life Insurance...
Education
Cosumnes River College 2013 — 2014
Heritage Peak Charter School
Penn Mutual September 2013 - Present
Reliable Document Retrieval July 2013 - September 2013
McDonalds March 2011 - August 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Training, Life & Health Insurance..., Life Insurance...
Education
Cosumnes River College 2013 — 2014
Heritage Peak Charter School
Mengyue(Mary) Wu Mengyue(Mary) Wu's Penn Mutual Experience June 2014 - August 2014
Job Market Risk Analytics at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Penn Mutual June 2014 - August 2014
Citi March 2013 - June 2013
Everbright Securities December 2012 - February 2013
Castleton Commodities International August 2012 - November 2012
Skills
Microsoft Excel, C++, Microsoft Word, Matlab, Statistics, R
Education
Cornell University 2013 — 2014
Master of Engineering (MEng), Financial Engineeting
Fudan University 2009 — 2013
Bachelor of Science (BS), Mathematics
Yale University 2012 — 2012
Summer Session, Statistics & Economics
Morgan Stanley February 2015 - Present
Penn Mutual June 2014 - August 2014
Citi March 2013 - June 2013
Everbright Securities December 2012 - February 2013
Castleton Commodities International August 2012 - November 2012
Skills
Microsoft Excel, C++, Microsoft Word, Matlab, Statistics, R
Education
Cornell University 2013 — 2014
Master of Engineering (MEng), Financial Engineeting
Fudan University 2009 — 2013
Bachelor of Science (BS), Mathematics
Yale University 2012 — 2012
Summer Session, Statistics & Economics
Mike Krywucki CLU, ChFC Mike Krywucki CLU, ChFC's Penn Mutual Experience December 1999 - July 2006
Job Principal at Mike Krywucki $ Associates
Industry Financial Services
Experience
Mike Krywucki $ Associates June 1986 - Present
Penn Mutual December 1999 - July 2006
Sun Life Financial June 1986 - December 1996
Equitable Life, Now AXA June 1980 - June 1986
Borg Warner 1966 - 1979
Skills
Insurance, Leadership, Investments, Retirement Planning, Public Speaking, Strategic Planning, Sales, Finance, Leadership Development, Team Building, Small Business, Fundraising, Contract Negotiation, Marketing Strategy, Marketing, Risk Management, Mergers & Acquisitions, Entrepreneurship, Budgets, Business Strategy, Management Consulting, Social Media, Community Outreach, Real Estate
Education
New York University 1964 — 1966
MBA, Business Administration
Drexel University 1957 — 1963
BSME Mechanial Engineering, Mechanical Engineering
Mike Krywucki $ Associates June 1986 - Present
Penn Mutual December 1999 - July 2006
Sun Life Financial June 1986 - December 1996
Equitable Life, Now AXA June 1980 - June 1986
Borg Warner 1966 - 1979
Skills
Insurance, Leadership, Investments, Retirement Planning, Public Speaking, Strategic Planning, Sales, Finance, Leadership Development, Team Building, Small Business, Fundraising, Contract Negotiation, Marketing Strategy, Marketing, Risk Management, Mergers & Acquisitions, Entrepreneurship, Budgets, Business Strategy, Management Consulting, Social Media, Community Outreach, Real Estate
Education
New York University 1964 — 1966
MBA, Business Administration
Drexel University 1957 — 1963
BSME Mechanial Engineering, Mechanical Engineering
Joy Herder Joy Herder's Penn Mutual Experience 1999 - 1999
Job at
Industry Mental Health Care
Experience
Temple Episcopal September 2014 - Present
Einstein Healthcare Network September 2013 - Present
UHS 2012 - December 2013
United States Postal Service March 2000 - September 2012
Penn Mutual 1999 - 1999
Penn Mutual 1999 - 1999
Education
Chamberlain College of Nursing-Addison Campus 2012 — 2013
Bachelors of Nursing, Registered Nursing/Registered Nurse, 3.83
Harcum College 2009 — 2011
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Harcum College 1994 — 1996
Associate of Science (A.S.), Computer and Information Sciences, General, 3.33
Temple Episcopal September 2014 - Present
Einstein Healthcare Network September 2013 - Present
UHS 2012 - December 2013
United States Postal Service March 2000 - September 2012
Penn Mutual 1999 - 1999
Penn Mutual 1999 - 1999
Education
Chamberlain College of Nursing-Addison Campus 2012 — 2013
Bachelors of Nursing, Registered Nursing/Registered Nurse, 3.83
Harcum College 2009 — 2011
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Harcum College 1994 — 1996
Associate of Science (A.S.), Computer and Information Sciences, General, 3.33
Kayshawn Walker Kayshawn Walker's Penn Mutual Experience November 2008 - October 2010
Job pharmacy technician at walgreens pharmacy
Industry Pharmaceuticals
Experience
Temple Jeanes Hospital April 2012 - Present
walgreens pharmacy January 2012 - Present
Walgreens Pharmacy January 2012 - Present
Temple Jeans Hospital July 2012 - February 2013
Novasyte Inc. 2012 - 2012
Penn Mutual November 2008 - October 2010
Penn Mutual Life Insurance Company November 2008 - September 2010
Marketing Works Inc. March 2008 - November 2008
Marketing Works Inc March 2008 - November 2008
Royal Perfumes June 2005 - May 2006
Skills
• BLS Certification, • ..., • Inventory Control, • Drug classification, • Pharmaceutical..., • IV..., • Physician..., • Understanding of ..., • 10 + years of..., Pharmacy, Compounding, Diabetes, Microsoft Office, Pharmacists, PowerPoint
Education
Kaplan Career Institute 2011 — 2012
Diploma
Kaplan University 2011 — 2012
Pharmacy Technician, Biotechnology
University of the Sciences in Philadelphia 2001 — 2002
Pharmaceutical Engineering, Biotechnology
University of the Sciences in Philadelphia (USP) 2001 — 2002
Temple Jeanes Hospital April 2012 - Present
walgreens pharmacy January 2012 - Present
Walgreens Pharmacy January 2012 - Present
Temple Jeans Hospital July 2012 - February 2013
Novasyte Inc. 2012 - 2012
Penn Mutual November 2008 - October 2010
Penn Mutual Life Insurance Company November 2008 - September 2010
Marketing Works Inc. March 2008 - November 2008
Marketing Works Inc March 2008 - November 2008
Royal Perfumes June 2005 - May 2006
Skills
• BLS Certification, • ..., • Inventory Control, • Drug classification, • Pharmaceutical..., • IV..., • Physician..., • Understanding of ..., • 10 + years of..., Pharmacy, Compounding, Diabetes, Microsoft Office, Pharmacists, PowerPoint
Education
Kaplan Career Institute 2011 — 2012
Diploma
Kaplan University 2011 — 2012
Pharmacy Technician, Biotechnology
University of the Sciences in Philadelphia 2001 — 2002
Pharmaceutical Engineering, Biotechnology
University of the Sciences in Philadelphia (USP) 2001 — 2002
Robert Honovic Robert Honovic's Penn Mutual Experience August 2011 - Present
Job Director of Compliance & Financial Controls at Penn Mutual
Industry Insurance
Experience
Penn Mutual August 2011 - Present
Skills
Series 24, 53, 7, 63, Life & Health Licensed...
Education
Hofstra University 2003 — 2005
MBA, Management, 3.77
Penn Mutual August 2011 - Present
Skills
Series 24, 53, 7, 63, Life & Health Licensed...
Education
Hofstra University 2003 — 2005
MBA, Management, 3.77
Joe Christiano CTT Joe Christiano CTT's Penn Mutual Experience 1984 - 1994
Job IT Project Manager
Industry Financial Services
Experience
Vanguard August 2012 - Present
Vanguard 1996 - 2012
Penn Mutual 1984 - 1994
Skills
Linux, IBM Mainframe, JCL, VB.NET, Network Architecture, Print Management, Microsoft Office 2007, Variable Data Printing, Print On Demand, COBOL, Shell Scripting, Training, Leadership, Information Technology
Education
Widener University 1974 — 1980
Associate of Arts and Sciences (AAS), Information Technology
Delaware County Community College 1968 — 1970
Associate's degree, General Studies
Vanguard August 2012 - Present
Vanguard 1996 - 2012
Penn Mutual 1984 - 1994
Skills
Linux, IBM Mainframe, JCL, VB.NET, Network Architecture, Print Management, Microsoft Office 2007, Variable Data Printing, Print On Demand, COBOL, Shell Scripting, Training, Leadership, Information Technology
Education
Widener University 1974 — 1980
Associate of Arts and Sciences (AAS), Information Technology
Delaware County Community College 1968 — 1970
Associate's degree, General Studies
Eva Victor Eva Victor's Penn Mutual Experience 1995 - Present
Job
Industry Financial Services
Experience
Penn Mutual 1995 - Present
Education
Villanova University School of Law 1989 — 1992
Master of Laws (LL.M.) Taxation, Federal Taxation
The Dickinson School of Law 1984 — 1987
Doctor of Law (JD), Law
University of Scranton 1980 — 1984
B.S., Economics and Finance
Penn Mutual 1995 - Present
Education
Villanova University School of Law 1989 — 1992
Master of Laws (LL.M.) Taxation, Federal Taxation
The Dickinson School of Law 1984 — 1987
Doctor of Law (JD), Law
University of Scranton 1980 — 1984
B.S., Economics and Finance
Jenny Hall's Penn Mutual Experience December 2010 - Present
Job Senior Manager, Field Marketing Communications at Penn Mutual
Industry Insurance
Experience
Penn Mutual December 2010 - Present
Word Has It June 2002 - December 2010
Lionfield Technology Solutions, Ltd. February 2007 - November 2010
Provident Mutual 1989 - 2002
PLANCO 1986 - 1988
Skills
copywriting, editing,..., brand development, public relations, Copywriting, Corporate Communications, Editing, Marketing, Brand Development, Public Relations, Newsletters, Content Strategy, Strategy, Advertising, Management, Project Management, Brochures, Marketing Communications, Email Marketing, SEO
Education
Gettysburg College 1982 — 1986
Bachelor of Arts, English
Penn Mutual December 2010 - Present
Word Has It June 2002 - December 2010
Lionfield Technology Solutions, Ltd. February 2007 - November 2010
Provident Mutual 1989 - 2002
PLANCO 1986 - 1988
Skills
copywriting, editing,..., brand development, public relations, Copywriting, Corporate Communications, Editing, Marketing, Brand Development, Public Relations, Newsletters, Content Strategy, Strategy, Advertising, Management, Project Management, Brochures, Marketing Communications, Email Marketing, SEO
Education
Gettysburg College 1982 — 1986
Bachelor of Arts, English
Edward Goldstein, CFP Edward Goldstein, CFP's Penn Mutual Experience 1991 - 1996
Job FeeBased Comprehensive Financial Planning Specialist | 6x "FIVE STAR Wealth Manager" recipient | Client Fiduciary
Industry Financial Services
Experience
Financial Life Planning, LLC June 2008 - Present
Lincoln Financial Group December 2002 - January 2007
Metris Companies 2000 - 2001
Chase Manhattan Mortgage April 2000 - October 2000
Advanta Business Services 1996 - 2000
Penn Mutual 1991 - 1996
US Securities and Exchange Commission September 1986 - January 1987
Skills
Asset Allocation, Retirement Planning, Life Insurance, Estate Planning, Investment Advisory, Financial Advisory, Small Business, Fixed Annuities, Investments, IRAs, Financial Planning, Retirement, Asset Management, Disability Insurance, Wealth Accumulation, Wealth Management, Mutual Funds, 401k, Long Term Care Insurance, Certified Financial..., Universal Life, Term Life Insurance, Personal Tax Planning, Permanent Life Insurance, Financial Planners, Strategic Financial..., Securities
Education
Drexel University 1988 — 1990
MBA, Finance (Portfolio Management)
Richard Stockton College of New Jersey 1983 — 1987
BA, Finance
Financial Life Planning, LLC June 2008 - Present
Lincoln Financial Group December 2002 - January 2007
Metris Companies 2000 - 2001
Chase Manhattan Mortgage April 2000 - October 2000
Advanta Business Services 1996 - 2000
Penn Mutual 1991 - 1996
US Securities and Exchange Commission September 1986 - January 1987
Skills
Asset Allocation, Retirement Planning, Life Insurance, Estate Planning, Investment Advisory, Financial Advisory, Small Business, Fixed Annuities, Investments, IRAs, Financial Planning, Retirement, Asset Management, Disability Insurance, Wealth Accumulation, Wealth Management, Mutual Funds, 401k, Long Term Care Insurance, Certified Financial..., Universal Life, Term Life Insurance, Personal Tax Planning, Permanent Life Insurance, Financial Planners, Strategic Financial..., Securities
Education
Drexel University 1988 — 1990
MBA, Finance (Portfolio Management)
Richard Stockton College of New Jersey 1983 — 1987
BA, Finance
Mychal Selle's Penn Mutual Experience September 2010 - January 2015
Job Sales Vice President
Industry Insurance
Experience
Producer Resources Inc. January 2015 - Present
Penn Mutual September 2010 - January 2015
Skills
Series 7, Mutual Funds, Series 63, Fixed Annuities, Insurance, Retirement, Disability Insurance, Life Insurance, Long-term Care, Estate Planning, Financial Planning, Investments, Retirement Planning, Financial Services, Finance
Education
Indiana University Bloomington 2004 — 2007
Bachelor's degree, Finance, General
Producer Resources Inc. January 2015 - Present
Penn Mutual September 2010 - January 2015
Skills
Series 7, Mutual Funds, Series 63, Fixed Annuities, Insurance, Retirement, Disability Insurance, Life Insurance, Long-term Care, Estate Planning, Financial Planning, Investments, Retirement Planning, Financial Services, Finance
Education
Indiana University Bloomington 2004 — 2007
Bachelor's degree, Finance, General
Amy Lottmann Amy Lottmann's Penn Mutual Experience April 2009 - Present
Job Level Leader at Securitas
Industry Insurance
Katie Rosner Katie Rosner's Penn Mutual Experience October 2013 - Present
Job Office Administrator
Industry Insurance
Experience
Penn Mutual October 2013 - Present
Private Residence February 2010 - October 2013
Rosner Travel December 2008 - January 2010
Private Gallery November 2007 - November 2008
Skills
PowerPoint, Customer Service, Word, Microsoft Office, Data Entry, Scheduling, Administrative Support
Education
Kennesaw State University 2009 — 2011
B.S., Communication, Public Relations
Georgia Perimeter College 2007 — 2008
Associates, General Studies
Penn Mutual October 2013 - Present
Private Residence February 2010 - October 2013
Rosner Travel December 2008 - January 2010
Private Gallery November 2007 - November 2008
Skills
PowerPoint, Customer Service, Word, Microsoft Office, Data Entry, Scheduling, Administrative Support
Education
Kennesaw State University 2009 — 2011
B.S., Communication, Public Relations
Georgia Perimeter College 2007 — 2008
Associates, General Studies
Michael Foxen Michael Foxen's Penn Mutual Experience November 2012 - March 2013
Job Vice President Recruiting at AIG
Industry Financial Services
Experience
AIG February 2014 - Present
AIG March 2013 - Present
Penn Mutual November 2012 - March 2013
MetLife 2007 - June 2012
MetLife 2005 - 2007
MetLife 1997 - 2005
New England Financial 1995 - 1997
New England Financial 1992 - 1995
New England Financial 1989 - 1992
St. Paul Companies 1987 - 1989
Skills
Strategy, Mergers & Acquisitions, Recruiting, Leadership, Financial Services, Vendor Management, Sales, Financial Analysis, Business Analysis, Investments, Marketing Strategy, Business Planning, Strategic Planning, Management, Customer Retention, Business Development, Risk Management, Insurance, Employee Benefits, New Business Development, Business Strategy, Strategic Financial..., Life Insurance, Financial Planning
Education
Illinois State University 1984 — 1987
Bachelor's degree, Finance/Insurance
AIG February 2014 - Present
AIG March 2013 - Present
Penn Mutual November 2012 - March 2013
MetLife 2007 - June 2012
MetLife 2005 - 2007
MetLife 1997 - 2005
New England Financial 1995 - 1997
New England Financial 1992 - 1995
New England Financial 1989 - 1992
St. Paul Companies 1987 - 1989
Skills
Strategy, Mergers & Acquisitions, Recruiting, Leadership, Financial Services, Vendor Management, Sales, Financial Analysis, Business Analysis, Investments, Marketing Strategy, Business Planning, Strategic Planning, Management, Customer Retention, Business Development, Risk Management, Insurance, Employee Benefits, New Business Development, Business Strategy, Strategic Financial..., Life Insurance, Financial Planning
Education
Illinois State University 1984 — 1987
Bachelor's degree, Finance/Insurance
Richard D Kulik Richard D Kulik's Penn Mutual Experience November 2004 - October 2005
Job Agency Manager at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance September 2012 - Present
Western & Southern Financial Group June 2010 - May 2011
Union Central Life August 2008 - August 2009
Kulik Insurance May 2007 - August 2008
ING September 2006 - May 2007
New England Financial February 2006 - September 2006
Penn Mutual November 2004 - October 2005
Nationwide Provident September 2003 - November 2004
Provident Mutual/Nationwide December 1996 - September 2003
Provident Mutual May 1995 - December 1996
Skills
Insurance
Education
Grove City College 1980 — 1984
BS, BS Computer Systems/Mathematics/Business
Farmers Insurance September 2012 - Present
Western & Southern Financial Group June 2010 - May 2011
Union Central Life August 2008 - August 2009
Kulik Insurance May 2007 - August 2008
ING September 2006 - May 2007
New England Financial February 2006 - September 2006
Penn Mutual November 2004 - October 2005
Nationwide Provident September 2003 - November 2004
Provident Mutual/Nationwide December 1996 - September 2003
Provident Mutual May 1995 - December 1996
Skills
Insurance
Education
Grove City College 1980 — 1984
BS, BS Computer Systems/Mathematics/Business
Sean Ciletti Sean Ciletti's Penn Mutual Experience May 2013 - Present
Job Underwriting Analyst at Penn Mutual
Industry Financial Services
Experience
Penn Mutual May 2013 - Present
Penn Mutual January 2012 - April 2013
Prudential Financial February 2011 - November 2011
Prudential Financial April 2010 - February 2011
Prudential Financial January 2010 - March 2010
Pro-Action Cleaning & Restoration January 2003 - December 2009
Skills
Insurance, Management, Business Analysis, Accounting, Fixed Annuities, Process Improvement, Microsoft Office, Risk Management, Finance, Mutual Funds, Teamwork, Financial Analysis, Customer Service, Microsoft Excel, Access, Data Analysis, Life Insurance, Product Cost Analysis, Employee Training, Microsoft Word, Outlook, Benefit Cost Analysis, Project Management, Underwriting, Financial Understanding, Risk Assessment, Annuities, ALU101
Education
Eastern University 2005 — 2009
Bachelors, Accounting & Finance
Penn Mutual May 2013 - Present
Penn Mutual January 2012 - April 2013
Prudential Financial February 2011 - November 2011
Prudential Financial April 2010 - February 2011
Prudential Financial January 2010 - March 2010
Pro-Action Cleaning & Restoration January 2003 - December 2009
Skills
Insurance, Management, Business Analysis, Accounting, Fixed Annuities, Process Improvement, Microsoft Office, Risk Management, Finance, Mutual Funds, Teamwork, Financial Analysis, Customer Service, Microsoft Excel, Access, Data Analysis, Life Insurance, Product Cost Analysis, Employee Training, Microsoft Word, Outlook, Benefit Cost Analysis, Project Management, Underwriting, Financial Understanding, Risk Assessment, Annuities, ALU101
Education
Eastern University 2005 — 2009
Bachelors, Accounting & Finance
Geoffrey Kimmel Geoffrey Kimmel's Penn Mutual Experience June 1972 - May 1978
Job Business Development Director at Engineered Tax Services
Industry Management Consulting
Experience
Engineered Tax Services July 2013 - Present
Astara Consulting November 2008 - July 2013
Countrywide Bank February 2007 - November 2008
PNC Financial Services Group December 1994 - February 2007
First Interstate Bank July 1987 - December 1994
Metro National Bank September 1984 - July 1987
First National Bank of Denver August 1981 - September 1984
Colonial Penn Life Insurance June 1978 - August 1981
Penn Mutual June 1972 - May 1978
Skills
Business Development, Project Finance, Cash Flow, Sales, Income Statement, Treasury Management, Management Consulting, Energy Efficiency, Profit Maximization, Treasury Services, Customer Service, Customer Retention, Business Relationship..., Cost Segregation, Cash Management, Business Advisory, Lease Financing, Financial Services, Insurance, P&L Responsibility, P&L Administration, Project Management, Product Management, Banking, Sales Management, Business Process..., Internal Controls, Consulting, Funding, CRM, Training, Management, Relationship Management, Executive Management, Loans, Small Business Lending, Commercial Banking, Portfolio Management, Mergers, Financial Modeling, Strategy, Risk Management, Investments, Commercial Lending, Program Management, Small Business, Mergers & Acquisitions, P&L Management, P&L
Education
Drexel University - College of Business and Administration 1976 — 1979
MBA, Executive Management
Drexel University 1970 — 1975
MS, Business, Industrial Relations
PHS
Engineered Tax Services July 2013 - Present
Astara Consulting November 2008 - July 2013
Countrywide Bank February 2007 - November 2008
PNC Financial Services Group December 1994 - February 2007
First Interstate Bank July 1987 - December 1994
Metro National Bank September 1984 - July 1987
First National Bank of Denver August 1981 - September 1984
Colonial Penn Life Insurance June 1978 - August 1981
Penn Mutual June 1972 - May 1978
Skills
Business Development, Project Finance, Cash Flow, Sales, Income Statement, Treasury Management, Management Consulting, Energy Efficiency, Profit Maximization, Treasury Services, Customer Service, Customer Retention, Business Relationship..., Cost Segregation, Cash Management, Business Advisory, Lease Financing, Financial Services, Insurance, P&L Responsibility, P&L Administration, Project Management, Product Management, Banking, Sales Management, Business Process..., Internal Controls, Consulting, Funding, CRM, Training, Management, Relationship Management, Executive Management, Loans, Small Business Lending, Commercial Banking, Portfolio Management, Mergers, Financial Modeling, Strategy, Risk Management, Investments, Commercial Lending, Program Management, Small Business, Mergers & Acquisitions, P&L Management, P&L
Education
Drexel University - College of Business and Administration 1976 — 1979
MBA, Executive Management
Drexel University 1970 — 1975
MS, Business, Industrial Relations
PHS
Bill Thomas, PMP Bill Thomas, PMP's Penn Mutual Experience January 2005 - August 2009
Job Sr. Project Manager at Albridge Solutions
Industry Information Technology and Services
Experience
Albridge, an Affiliate of Pershing March 2010 - Present
Penn Mutual January 2005 - August 2009
Philadelphia Insurance 2001 - 2005
Munich Re America January 1997 - February 2001
Munich Re America January 1989 - December 1996
Skills
Agile Methodologies, PMO, Product Development, PMP, Budgets
Education
Project Management Institute 2004 — 2004
PMP
SCRUM Master Alliance 2009 — 2009
SCRUM Master
Drexel University - LeBow College of Business 1977 — 1982
BS, Administrative Systems Management
Albridge, an Affiliate of Pershing March 2010 - Present
Penn Mutual January 2005 - August 2009
Philadelphia Insurance 2001 - 2005
Munich Re America January 1997 - February 2001
Munich Re America January 1989 - December 1996
Skills
Agile Methodologies, PMO, Product Development, PMP, Budgets
Education
Project Management Institute 2004 — 2004
PMP
SCRUM Master Alliance 2009 — 2009
SCRUM Master
Drexel University - LeBow College of Business 1977 — 1982
BS, Administrative Systems Management
Jennifer L. Kendall's Penn Mutual Experience February 2006 - October 2006
Job Financial Service and Paralegal Professional Seeking Opportunities
Industry Financial Services
Experience
Styron LLC July 2014 - October 2014
Pacer Financial February 2012 - September 2012
The Guardian Life Insurance Company of America April 2008 - April 2009
Penn Mutual February 2006 - October 2006
Ernst & Young April 2005 - December 2005
Lincoln Financial Group September 2001 - April 2005
Grant Thornton LLP January 2001 - September 2001
ING U.S. December 1995 - January 2000
Skills
Retirement Planning, Marketing Strategy, Sales, B2B, Advertising, Marketing, Financial Services, Fixed Annuities, Insurance, Leadership, Management, Mutual Funds, Sales Operations, Product Development, Life Insurance
Education
Villanova University 2013 — 2013
Paralegal Education Program
Ithaca College 1991 — 1995
BA, Politics
Academy of Notre Dame 1987 — 1991
Styron LLC July 2014 - October 2014
Pacer Financial February 2012 - September 2012
The Guardian Life Insurance Company of America April 2008 - April 2009
Penn Mutual February 2006 - October 2006
Ernst & Young April 2005 - December 2005
Lincoln Financial Group September 2001 - April 2005
Grant Thornton LLP January 2001 - September 2001
ING U.S. December 1995 - January 2000
Skills
Retirement Planning, Marketing Strategy, Sales, B2B, Advertising, Marketing, Financial Services, Fixed Annuities, Insurance, Leadership, Management, Mutual Funds, Sales Operations, Product Development, Life Insurance
Education
Villanova University 2013 — 2013
Paralegal Education Program
Ithaca College 1991 — 1995
BA, Politics
Academy of Notre Dame 1987 — 1991
Jonathan J. Pratt, CLF Jonathan J. Pratt, CLF's Penn Mutual Experience 2008 - 2010
Job CEO of Benefactor and Life Solutions Group
Industry Information Technology and Services
Experience
Benefactor Solutions & Life Solutions Group 2010 - Present
Penn Mutual 2008 - 2010
Foresters Financial Partners 2005 - 2008
New England Financial 1998 - 2005
John Hancock Life Insurance Company (U.S.A.) 1995 - 1997
Skills
Life Insurance, Insurance, Mutual Funds, Fixed Annuities, Retirement Planning, Recruiting, Disability Insurance, Small Business, Retirement, Long-term Care, Strategic Financial..., Employee Benefits, Leadership Development, Long Term Care Insurance, Leadership, New Business Development, IRAs, Estate Planning, Financial Planners, 401k, Term Life Insurance, Management, Sales, Financial Advisory, Health Insurance, Investments, Protection, Wealth Management, Practice Development, Whole Life, Securities, Financial Services, Wealth, Universal Life, Wealth Accumulation, Series 7, 401k Rollovers, Investment Advisory, Sales Recruitment, Selling, Brokers, Financial Planning, Advisor Practice..., Property & Casualty..., Critical Illness, Portfolio Management, FINRA, Risk Management, Consulting Services, Business Consulting
Education
Financial Services Industry 1986 — 2014
Endicott College 2005 — 2007
Masters, Education
Agency Management Training Course 1993 — 1995
AMTC Graduate, Field Management
The American College 1993 — 1995
Chartered Leadership Fellow, Leadership
Learning International 1992 — 1993
Certification Program, Professional Coaching Program
Learning International 1991 — 1992
Certified Trainer Program, Professional Selling Skills
University of Maine 1982 — 1985
Finance, Business
Worcester Academy 1981 — 1982
Prep School, High School
Gloucester High School 1979 — 1981
High School Diploma
Benefactor Solutions & Life Solutions Group 2010 - Present
Penn Mutual 2008 - 2010
Foresters Financial Partners 2005 - 2008
New England Financial 1998 - 2005
John Hancock Life Insurance Company (U.S.A.) 1995 - 1997
Skills
Life Insurance, Insurance, Mutual Funds, Fixed Annuities, Retirement Planning, Recruiting, Disability Insurance, Small Business, Retirement, Long-term Care, Strategic Financial..., Employee Benefits, Leadership Development, Long Term Care Insurance, Leadership, New Business Development, IRAs, Estate Planning, Financial Planners, 401k, Term Life Insurance, Management, Sales, Financial Advisory, Health Insurance, Investments, Protection, Wealth Management, Practice Development, Whole Life, Securities, Financial Services, Wealth, Universal Life, Wealth Accumulation, Series 7, 401k Rollovers, Investment Advisory, Sales Recruitment, Selling, Brokers, Financial Planning, Advisor Practice..., Property & Casualty..., Critical Illness, Portfolio Management, FINRA, Risk Management, Consulting Services, Business Consulting
Education
Financial Services Industry 1986 — 2014
Endicott College 2005 — 2007
Masters, Education
Agency Management Training Course 1993 — 1995
AMTC Graduate, Field Management
The American College 1993 — 1995
Chartered Leadership Fellow, Leadership
Learning International 1992 — 1993
Certification Program, Professional Coaching Program
Learning International 1991 — 1992
Certified Trainer Program, Professional Selling Skills
University of Maine 1982 — 1985
Finance, Business
Worcester Academy 1981 — 1982
Prep School, High School
Gloucester High School 1979 — 1981
High School Diploma
Andrew S. Brown Andrew S. Brown's Penn Mutual Experience November 2011 - September 2013
Job AV and Event Specialist at Linconl Financial
Industry Media Production
Experience
Licoln Financial Group August 2014 - Present
Keller Williams Realty, Inc. 2014 - 2015
Princeton University April 2014 - August 2014
Penn Mutual November 2011 - September 2013
Janney Montgomery Scott January 2004 - November 2011
Advanced AV 2000 - 2004
TRN 1999 - 2001
TRN 1999 - 2001
The Racing Network 1998 - 2000
Skills
Video Editing, Video Production, Videography, Editing, Video, Camera, Television, Post Production, Event Planning, Marketing Communications, Recording, Event Management, Audio Visual Support, Corporate Events, Event Technical Director, Creative Direction, Conference Production, Creative Concept Design, Creative Writing, Creative Services, Live Events, Concept Development, Concept Design, Script-writing, Polycom Video..., Screenwriting, Training, Social Media Marketing, Broadcast, Commercials, Corporate Communications, Camera Operating, Digital Video, Final Cut Studio, Camera Operation
Education
Kutztown University of Pennsylvania 1993 — 1995
B.A. in Telecommunications, Video Production
Upper Dublin High School 1987 — 1990
Licoln Financial Group August 2014 - Present
Keller Williams Realty, Inc. 2014 - 2015
Princeton University April 2014 - August 2014
Penn Mutual November 2011 - September 2013
Janney Montgomery Scott January 2004 - November 2011
Advanced AV 2000 - 2004
TRN 1999 - 2001
TRN 1999 - 2001
The Racing Network 1998 - 2000
Skills
Video Editing, Video Production, Videography, Editing, Video, Camera, Television, Post Production, Event Planning, Marketing Communications, Recording, Event Management, Audio Visual Support, Corporate Events, Event Technical Director, Creative Direction, Conference Production, Creative Concept Design, Creative Writing, Creative Services, Live Events, Concept Development, Concept Design, Script-writing, Polycom Video..., Screenwriting, Training, Social Media Marketing, Broadcast, Commercials, Corporate Communications, Camera Operating, Digital Video, Final Cut Studio, Camera Operation
Education
Kutztown University of Pennsylvania 1993 — 1995
B.A. in Telecommunications, Video Production
Upper Dublin High School 1987 — 1990
Ankur Patel, CFA Ankur Patel, CFA's Penn Mutual Experience September 2003 - March 2004
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse Private Banking - Assets & Investments March 2010 - Present
BlackRock July 2006 - April 2009
Ashbridge Investment Management September 2004 - September 2005
Penn Mutual September 2003 - March 2004
Education
Drexel University - LeBow College of Business 2001 — 2006
Bachelor of Science, Finance, Accounting & Economics
Credit Suisse Private Banking - Assets & Investments March 2010 - Present
BlackRock July 2006 - April 2009
Ashbridge Investment Management September 2004 - September 2005
Penn Mutual September 2003 - March 2004
Education
Drexel University - LeBow College of Business 2001 — 2006
Bachelor of Science, Finance, Accounting & Economics
Scott Mounger's Penn Mutual Experience March 1977 - October 1980
Job Chartered Financial Consultant, Trumpet Player/Leader of Gibraltar Jazz Trio/Quintet
Industry Insurance
Experience
OSTB Wealth Strategies September 2010 - Present
Gibraltar - Jazz Trio/Quintet 2000 - Present
Prudential Financial - Plymouth, MN October 2005 - May 2010
Scott Mounger & Associates, The Canyon Group, Inc. & OSTB Wealth Strategies 1982 - 2005
D.S.Kane & Associates October 1980 - 1982
Penn Mutual March 1977 - October 1980
Skills
Retirement Planning, Life Insurance, Disability Insurance, Fixed Annuities, Business Planning, Buy-sell Agreements, Financial Advisory, Financial Planning, Defined Benefit, Estate Planning, Small Business, Strategic Financial..., Long Term Care Insurance, Universal Life, Whole Life, Term Life Insurance, Critical Illness..., Deferred Compensation, 401k, IRAs, Critical Illness, Wealth Accumulation, Long-term Care, Employee Benefits, Supplemental Executive...
Education
The American College 1979 — 2007
CLU, ChFC, CASL, Insurance, Business, Estate & Financial Planning, Senior Living
Minnesota State University, Moorhead 1970 — 1973
B.S. Educ., Music Education
Concordia College 1969 — 1970
transferred, Music Education
OSTB Wealth Strategies September 2010 - Present
Gibraltar - Jazz Trio/Quintet 2000 - Present
Prudential Financial - Plymouth, MN October 2005 - May 2010
Scott Mounger & Associates, The Canyon Group, Inc. & OSTB Wealth Strategies 1982 - 2005
D.S.Kane & Associates October 1980 - 1982
Penn Mutual March 1977 - October 1980
Skills
Retirement Planning, Life Insurance, Disability Insurance, Fixed Annuities, Business Planning, Buy-sell Agreements, Financial Advisory, Financial Planning, Defined Benefit, Estate Planning, Small Business, Strategic Financial..., Long Term Care Insurance, Universal Life, Whole Life, Term Life Insurance, Critical Illness..., Deferred Compensation, 401k, IRAs, Critical Illness, Wealth Accumulation, Long-term Care, Employee Benefits, Supplemental Executive...
Education
The American College 1979 — 2007
CLU, ChFC, CASL, Insurance, Business, Estate & Financial Planning, Senior Living
Minnesota State University, Moorhead 1970 — 1973
B.S. Educ., Music Education
Concordia College 1969 — 1970
transferred, Music Education
Yuging Guo Yuging Guo's Penn Mutual Experience May 2014 - October 2014
Job Tax Manager at WestWard Pharmaceuticals
Industry Pharmaceuticals
Experience
West-Ward Pharmaceuticals - a Hikma Company November 2014 - Present
Penn Mutual May 2014 - October 2014
PwC November 2008 - April 2014
BDO January 2007 - October 2008
KPMG April 1996 - September 1998
Skills
Tax, Corporate taxation, ASC 740, Tax Accounting, International taxation, Tax Research, Tax Planning, Big 4, Tax Compliance, US GAAP, IFRS, Due Diligence
Education
Villanova University School of Law 2010 — 2012
M.S. Taxation
Drexel University - College of Business and Administration
M.S. Accounting
West-Ward Pharmaceuticals - a Hikma Company November 2014 - Present
Penn Mutual May 2014 - October 2014
PwC November 2008 - April 2014
BDO January 2007 - October 2008
KPMG April 1996 - September 1998
Skills
Tax, Corporate taxation, ASC 740, Tax Accounting, International taxation, Tax Research, Tax Planning, Big 4, Tax Compliance, US GAAP, IFRS, Due Diligence
Education
Villanova University School of Law 2010 — 2012
M.S. Taxation
Drexel University - College of Business and Administration
M.S. Accounting
Andrew Lamarra Andrew Lamarra's Penn Mutual Experience April 2009 - October 2013
Job Associate Consultant at Octo Consulting Group
Industry Information Technology and Services
Experience
Octo Consulting Group November 2014 - Present
Air National Guard May 2010 - Present
Kforce Inc June 2014 - November 2014
All Native Group, The Federal Services Division of Ho-Chunk Inc. October 2013 - June 2014
Penn Mutual April 2009 - October 2013
Millersville University October 2010 - April 2011
Air National Guard September 2004 - May 2010
Skills
IT Strategy, Access, Team Building, Requirements Analysis, Microsoft SQL Server, Process Improvement, Project Management, Quality Assurance
Education
Gwynedd-Mercy College 2010 — 2013
Master of Science (MS), Management
Millersville University of Pennsylvania 2003 — 2008
Bachelor of Science (BS), Computer Science
Octo Consulting Group November 2014 - Present
Air National Guard May 2010 - Present
Kforce Inc June 2014 - November 2014
All Native Group, The Federal Services Division of Ho-Chunk Inc. October 2013 - June 2014
Penn Mutual April 2009 - October 2013
Millersville University October 2010 - April 2011
Air National Guard September 2004 - May 2010
Skills
IT Strategy, Access, Team Building, Requirements Analysis, Microsoft SQL Server, Process Improvement, Project Management, Quality Assurance
Education
Gwynedd-Mercy College 2010 — 2013
Master of Science (MS), Management
Millersville University of Pennsylvania 2003 — 2008
Bachelor of Science (BS), Computer Science
Antoinette Hamlett Antoinette Hamlett's Penn Mutual Experience 1981 - 2005
Job IT Manager Specializing in Quality Assurance
Industry Insurance
Experience
CIGNA Group Insurance November 2007 - Present
Philadelphia Insurance Companies July 2005 - November 2007
Penn Mutual 1981 - 2005
Skills
SDLC, Vendor Management Skills, Coordination, Leadership, Microsoft Office, Outsourcing, Problem Solving, Quality Assurance, Quality Center, Visio, SQL, Testing, Test Management, Software Documentation, Budgets, Management, Business Process, Test Planning, Business Analysis, Business Intelligence, Requirements Analysis, Project Planning, QTP, Program Management, Vendor Management, Process Improvement, User Acceptance Testing, Test Cases, PMP, MS Project, Business Requirements, Waterfall, Analysis, Integration, Requirements Gathering, Test Strategy, Access, SharePoint, Business Process..., Software Project..., Regression Testing, Databases, Software Quality..., Risk Management
Education
Saint Joseph's University 1982 — 1987
BS, Accounting
Harcum College
AS, Business Administration Accounting
Penn State University
Project Management
CIGNA Group Insurance November 2007 - Present
Philadelphia Insurance Companies July 2005 - November 2007
Penn Mutual 1981 - 2005
Skills
SDLC, Vendor Management Skills, Coordination, Leadership, Microsoft Office, Outsourcing, Problem Solving, Quality Assurance, Quality Center, Visio, SQL, Testing, Test Management, Software Documentation, Budgets, Management, Business Process, Test Planning, Business Analysis, Business Intelligence, Requirements Analysis, Project Planning, QTP, Program Management, Vendor Management, Process Improvement, User Acceptance Testing, Test Cases, PMP, MS Project, Business Requirements, Waterfall, Analysis, Integration, Requirements Gathering, Test Strategy, Access, SharePoint, Business Process..., Software Project..., Regression Testing, Databases, Software Quality..., Risk Management
Education
Saint Joseph's University 1982 — 1987
BS, Accounting
Harcum College
AS, Business Administration Accounting
Penn State University
Project Management
Jeffrey Marron's Penn Mutual Experience September 2012 - December 2012
Job Retail Management Professional at Target, MBA Candidate
Industry Financial Services
Experience
Target August 2014 - Present
Target March 2013 - August 2014
ShopRite Supermarket June 2008 - March 2014
Penn Mutual September 2012 - December 2012
Fordham University August 2010 - December 2012
UBS January 2012 - May 2012
Lyons McGovern LLP May 2010 - August 2010
Skills
Microsoft Excel, Management, Team Leadership, Sales, Customer Service, Leadership Development, Communication, Retail, Merchandising, Hiring, Staff Development, Mentoring, Community Building, Microsoft Office, PowerPoint
Education
Fordham University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Concentration: Finance Secondary Concentration InfoSystems
Heythrop College Fordham University London Centre
Target August 2014 - Present
Target March 2013 - August 2014
ShopRite Supermarket June 2008 - March 2014
Penn Mutual September 2012 - December 2012
Fordham University August 2010 - December 2012
UBS January 2012 - May 2012
Lyons McGovern LLP May 2010 - August 2010
Skills
Microsoft Excel, Management, Team Leadership, Sales, Customer Service, Leadership Development, Communication, Retail, Merchandising, Hiring, Staff Development, Mentoring, Community Building, Microsoft Office, PowerPoint
Education
Fordham University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Concentration: Finance Secondary Concentration InfoSystems
Heythrop College Fordham University London Centre
Arnold Sirull, MSHI's Penn Mutual Experience February 2015 - July 2015
Job Training and Information Technology Professional Actively Seeking Opporunities in the Health Care Industry
Industry Hospital & Health Care
Experience
Penn Mutual February 2015 - July 2015
Independence Blue Cross July 2013 - December 2014
Merck April 2012 - May 2013
CVIM - Community Volunteers in Medicine March 2011 - March 2012
Staples July 2010 - March 2012
Merck May 2008 - June 2010
Veris Associates November 2007 - March 2008
Comcast December 2006 - November 2007
Metropolitan Career Center January 2006 - November 2006
Chester County Intermediate Unit December 2003 - December 2005
Skills
Training, Instructor-led Training, Leadership, Employee Training, Healthcare, Healthcare Information..., Project Management, Technology Needs..., Quality Assurance, Access, E-Learning, Microsoft Office, EHR, Instructional Design, Software Project..., Business Analysis, Software Design, Technical Writing, Training Needs Analysis, Software Development, Vocational Education, Cobol, SQL, ADABAS, WebEx, SharePoint, Cognos, Health Insurance, Process Improvement, Program Management
Education
Temple University 2011 — 2013
M.S., Health Informatics, 3.85
Kennesaw State University 1978 — 1983
BBA, Marketing
Dekalb Community College 1975 — 1977
Certificate, Computer Programming
Penn Mutual February 2015 - July 2015
Independence Blue Cross July 2013 - December 2014
Merck April 2012 - May 2013
CVIM - Community Volunteers in Medicine March 2011 - March 2012
Staples July 2010 - March 2012
Merck May 2008 - June 2010
Veris Associates November 2007 - March 2008
Comcast December 2006 - November 2007
Metropolitan Career Center January 2006 - November 2006
Chester County Intermediate Unit December 2003 - December 2005
Skills
Training, Instructor-led Training, Leadership, Employee Training, Healthcare, Healthcare Information..., Project Management, Technology Needs..., Quality Assurance, Access, E-Learning, Microsoft Office, EHR, Instructional Design, Software Project..., Business Analysis, Software Design, Technical Writing, Training Needs Analysis, Software Development, Vocational Education, Cobol, SQL, ADABAS, WebEx, SharePoint, Cognos, Health Insurance, Process Improvement, Program Management
Education
Temple University 2011 — 2013
M.S., Health Informatics, 3.85
Kennesaw State University 1978 — 1983
BBA, Marketing
Dekalb Community College 1975 — 1977
Certificate, Computer Programming
Rich Logan Rich Logan's Penn Mutual Experience July 2009 - November 2010
Job Data & Analytics / Business Intelligence at Accenture
Industry Marketing and Advertising
Experience
Accenture November 2014 - Present
Tata Consultancy Services August 2014 - November 2014
CapTech Consulting July 2013 - August 2014
DAMA May 2010 - May 2014
QVC April 2013 - July 2013
Independence Blue Cross November 2012 - May 2013
Razorfish February 2012 - October 2012
LiquidHub November 2010 - February 2012
Penn Mutual July 2009 - November 2010
Joint Networking Event 2010 - 2010
Skills
Data Modeling, ETL, Metadata Management, Data Warehousing, Data Governance, Business Intelligence, Data Management, Data Quality, Requirements Analysis, Data Integration, Data Analysis, Business Analysis, Master Data Management, Information Management, Metadata, Visio, Database Design, Information Architecture, Erwin, Social Networking, Data Architecture, SDLC, Enterprise Architecture, Databases, Dimensional Modeling, Informatica, Oracle
Education
Drexel University 1977 — 1982
BS, MIS
Accenture November 2014 - Present
Tata Consultancy Services August 2014 - November 2014
CapTech Consulting July 2013 - August 2014
DAMA May 2010 - May 2014
QVC April 2013 - July 2013
Independence Blue Cross November 2012 - May 2013
Razorfish February 2012 - October 2012
LiquidHub November 2010 - February 2012
Penn Mutual July 2009 - November 2010
Joint Networking Event 2010 - 2010
Skills
Data Modeling, ETL, Metadata Management, Data Warehousing, Data Governance, Business Intelligence, Data Management, Data Quality, Requirements Analysis, Data Integration, Data Analysis, Business Analysis, Master Data Management, Information Management, Metadata, Visio, Database Design, Information Architecture, Erwin, Social Networking, Data Architecture, SDLC, Enterprise Architecture, Databases, Dimensional Modeling, Informatica, Oracle
Education
Drexel University 1977 — 1982
BS, MIS
Joe Uchniat Joe Uchniat's Penn Mutual Experience 2002 - 2006
Job Project Manager at
Industry Construction
Experience
Rock Hard Masonry, Inc February 2007 - Present
Above the Line Properties LLC February 2007 - Present
Penn Mutual 2002 - 2006
Skills
Investments, Insurance, Fixed Annuities, Strategic Planning, Strategic Financial..., Sales, Financial Planners, New Business Development, Public Speaking, Customer Service, Risk Management, Health Insurance, Employee Benefits, Marketing, Negotiation
Education
Delaware Valley University 1997 — 2001
BS, Financial Services
Rock Hard Masonry, Inc February 2007 - Present
Above the Line Properties LLC February 2007 - Present
Penn Mutual 2002 - 2006
Skills
Investments, Insurance, Fixed Annuities, Strategic Planning, Strategic Financial..., Sales, Financial Planners, New Business Development, Public Speaking, Customer Service, Risk Management, Health Insurance, Employee Benefits, Marketing, Negotiation
Education
Delaware Valley University 1997 — 2001
BS, Financial Services
Jill Esposito's Penn Mutual Experience 2007 - 2011
Job Marketing Manager
Industry Marketing and Advertising
Experience
MassMutual NJ-NYC 2012 - Present
Penn Mutual 2007 - 2011
Print Tech 2005 - 2007
Reed Elsevier -Marquis Who's Who Publications 2000 - 2005
Tecknit – Manufacturer of EMI Shielding Products 1997 - 2000
Marcrisart Media – Advertising Agency 1995 - 1997
Skills
Financial Services, PowerPoint, Sales, Customer Service, Marketing
Education
Kean University
BA, Communications/PR
MassMutual NJ-NYC 2012 - Present
Penn Mutual 2007 - 2011
Print Tech 2005 - 2007
Reed Elsevier -Marquis Who's Who Publications 2000 - 2005
Tecknit – Manufacturer of EMI Shielding Products 1997 - 2000
Marcrisart Media – Advertising Agency 1995 - 1997
Skills
Financial Services, PowerPoint, Sales, Customer Service, Marketing
Education
Kean University
BA, Communications/PR
Danielle Petrullo's Penn Mutual Experience October 2014 - March 2015
Job Marketing Associate at Private Advisor Group
Industry Insurance
Experience
Private Advisor Group July 2015 - Present
Red Sky Marketing January 2014 - Present
Penn Mutual October 2014 - March 2015
Hamilton Lane May 2014 - September 2014
Hamilton Lane February 2014 - March 2014
Amtech Software February 2012 - February 2014
Lifetouch Portrait Studios April 2011 - June 2012
Heinz Graphic Services December 2010 - February 2012
Skills
Photoshop, Idea Generation, Press Releases, Team-oriented, Photography, Adobe Creative Suite, InDesign, Dreamweaver, Illustrator, People Skills, Well-organized, Creativity, Direct Mail, Brochures, Advertising, Social Media, Microsoft Excel, Graphic Design, Marketing, Customer Service
Education
East Stroudsburg University 2006 — 2010
Dual Bachelor's Degrees, Media Communication and Technology, Art and Design
East Stroudsburg University of Pennsylvania 2006 — 2010
BA Art and Design, BS Media Communications and Technology, Graphic Design
Private Advisor Group July 2015 - Present
Red Sky Marketing January 2014 - Present
Penn Mutual October 2014 - March 2015
Hamilton Lane May 2014 - September 2014
Hamilton Lane February 2014 - March 2014
Amtech Software February 2012 - February 2014
Lifetouch Portrait Studios April 2011 - June 2012
Heinz Graphic Services December 2010 - February 2012
Skills
Photoshop, Idea Generation, Press Releases, Team-oriented, Photography, Adobe Creative Suite, InDesign, Dreamweaver, Illustrator, People Skills, Well-organized, Creativity, Direct Mail, Brochures, Advertising, Social Media, Microsoft Excel, Graphic Design, Marketing, Customer Service
Education
East Stroudsburg University 2006 — 2010
Dual Bachelor's Degrees, Media Communication and Technology, Art and Design
East Stroudsburg University of Pennsylvania 2006 — 2010
BA Art and Design, BS Media Communications and Technology, Graphic Design
Adam Wolfthal Adam Wolfthal's Penn Mutual Experience 2008 - 2008
Job Development Associate at UJA Federation
Industry Nonprofit Organization Management
Experience
UJA-Federation of New York September 2015 - Present
Imperial Executives March 2015 - August 2015
New York Junior Tennis & Learning January 2014 - January 2015
United Sports Publications, Ltd. & New York Tennis Magazine May 2012 - January 2014
Patch.com January 2010 - April 2012
The Landing at Ocean Beach May 2011 - September 2011
Dudes Poetry Guide: With Girls in Mind October 2009 - July 2010
BEST Economic Solutions Team May 2009 - September 2009
The Princeton Review August 2008 - July 2009
Penn Mutual 2008 - 2008
Skills
Efficiency Management, Event Planning, Management, Budget, Marketing, Microsoft Office, Research, Social Media, Leadership, Team Building, Accounting, Strategic Planning, Team Leadership, Inventory Management, Data Analysis, Coaching, Project Management, Analysis, Photography, Photojournalism, Portrait Photography, Writing, News Writing, Magazine Articles, Editing, Poetry, Public Speaking, Networking, Social Media Marketing, Social Networking, Marketing Strategy, Sports, Facebook, Strategic Partnerships, Entrepreneurship, Advertising, Online Advertising, Sales, Event Management, New Business Development, Business Development, Marketing Communications, Creative Writing, Account Management
Education
Dowling College 2010 — 2011
MBA, Healthcare Management
Dowling College 2007 — 2009
BBA, Finance
State University of New York at Buffalo 2003 — 2007
Chemical Engineering
Bay Shore High School 1999 — 2003
High School Diploma, General Studies, 4.0
UJA-Federation of New York September 2015 - Present
Imperial Executives March 2015 - August 2015
New York Junior Tennis & Learning January 2014 - January 2015
United Sports Publications, Ltd. & New York Tennis Magazine May 2012 - January 2014
Patch.com January 2010 - April 2012
The Landing at Ocean Beach May 2011 - September 2011
Dudes Poetry Guide: With Girls in Mind October 2009 - July 2010
BEST Economic Solutions Team May 2009 - September 2009
The Princeton Review August 2008 - July 2009
Penn Mutual 2008 - 2008
Skills
Efficiency Management, Event Planning, Management, Budget, Marketing, Microsoft Office, Research, Social Media, Leadership, Team Building, Accounting, Strategic Planning, Team Leadership, Inventory Management, Data Analysis, Coaching, Project Management, Analysis, Photography, Photojournalism, Portrait Photography, Writing, News Writing, Magazine Articles, Editing, Poetry, Public Speaking, Networking, Social Media Marketing, Social Networking, Marketing Strategy, Sports, Facebook, Strategic Partnerships, Entrepreneurship, Advertising, Online Advertising, Sales, Event Management, New Business Development, Business Development, Marketing Communications, Creative Writing, Account Management
Education
Dowling College 2010 — 2011
MBA, Healthcare Management
Dowling College 2007 — 2009
BBA, Finance
State University of New York at Buffalo 2003 — 2007
Chemical Engineering
Bay Shore High School 1999 — 2003
High School Diploma, General Studies, 4.0
Mitchell Hirschorn Mitchell Hirschorn's Penn Mutual Experience 2007 - 2009
Job
Industry Financial Services
Experience
Lincoln Financial Advisors 2010 - Present
Penn Mutual 2007 - 2009
Skills
Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Life Insurance, Insurance, Strategic Financial..., Disability Insurance, Wealth Management, Long-term Care, IRAs, Series 6, Investments, Series 63, Mutual Funds, 401k, Investment Advisory, Financial Planners, Securities, Employee Benefits, Small Business
Education
Florida Atlantic University 2003 — 2005
Bachelor's degree, Business Administration and Management, General
Lincoln Financial Advisors 2010 - Present
Penn Mutual 2007 - 2009
Skills
Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Life Insurance, Insurance, Strategic Financial..., Disability Insurance, Wealth Management, Long-term Care, IRAs, Series 6, Investments, Series 63, Mutual Funds, 401k, Investment Advisory, Financial Planners, Securities, Employee Benefits, Small Business
Education
Florida Atlantic University 2003 — 2005
Bachelor's degree, Business Administration and Management, General
Tom Giacoponello Tom Giacoponello's Penn Mutual Experience 1970 - July 1986
Job President, Baby Life Seat, Inc.
Industry Public Safety
Experience
Baby Life Seat, Inc. August 2000 - Present
Search America, Inc. August 1986 - September 2013
Penn Mutual 1970 - July 1986
Skills
Management Consulting, Market Research, Customer Insight, Research, Pharmaceutical Industry, Marketing Research, Entrepreneurship, Focus Groups, Negotiation, Public Speaking, Segmentation, Team Building, Strategic Planning, Project Management, Marketing Strategy, Quantitative Research, Cross-functional Team..., Business Strategy, New Business Development, Fundraising, Strategy, Leadership, Competitive Intelligence, Product Development, Advertising Research, Management, Qualitative Research, Marketing, Business Development, Account Management, Consumer Behaviour, Product Management, Brand Architecture, Coaching
Education
University of Pennsylvania 1985 — 1990
MS, Organizational Dynamics
Fordham University
BA, History
Baby Life Seat, Inc. August 2000 - Present
Search America, Inc. August 1986 - September 2013
Penn Mutual 1970 - July 1986
Skills
Management Consulting, Market Research, Customer Insight, Research, Pharmaceutical Industry, Marketing Research, Entrepreneurship, Focus Groups, Negotiation, Public Speaking, Segmentation, Team Building, Strategic Planning, Project Management, Marketing Strategy, Quantitative Research, Cross-functional Team..., Business Strategy, New Business Development, Fundraising, Strategy, Leadership, Competitive Intelligence, Product Development, Advertising Research, Management, Qualitative Research, Marketing, Business Development, Account Management, Consumer Behaviour, Product Management, Brand Architecture, Coaching
Education
University of Pennsylvania 1985 — 1990
MS, Organizational Dynamics
Fordham University
BA, History
Catherine Anne Ottinger Catherine Anne Ottinger's Penn Mutual Experience September 2012 - June 2015
Job Customer Service Representative at Penn Mutual
Industry Hospital & Health Care
Experience
Penn Mutual September 2012 - June 2015
ReMed December 2011 - June 2012
Lehigh Valley Community Mental Health Clinic May 2010 - May 2011
Skills
Rehabilitation, Cpr Certified, Treatment, Traumatic Brain Injury, Mental Health, Therapists, Clinical Research, Case Management, Healthcare, Psychology, Vocational..., CPR Certified, CBT, Customer Service, Annuity Sales, Crisis Intervention, Interventions, Training, Life Insurance, Psychotherapy
Education
Philadelphia College of Osteopathic Medicine 2006 — 2009
MS, Forensic Medicine
DeSales University 2002 — 2006
Bachelor of Science (B.S.), Forensic Psychology
Semester at sea
Penn Mutual September 2012 - June 2015
ReMed December 2011 - June 2012
Lehigh Valley Community Mental Health Clinic May 2010 - May 2011
Skills
Rehabilitation, Cpr Certified, Treatment, Traumatic Brain Injury, Mental Health, Therapists, Clinical Research, Case Management, Healthcare, Psychology, Vocational..., CPR Certified, CBT, Customer Service, Annuity Sales, Crisis Intervention, Interventions, Training, Life Insurance, Psychotherapy
Education
Philadelphia College of Osteopathic Medicine 2006 — 2009
MS, Forensic Medicine
DeSales University 2002 — 2006
Bachelor of Science (B.S.), Forensic Psychology
Semester at sea
Aisha Goodridge's Penn Mutual Experience January 2004 - June 2006
Job Visionary Director of Administration with extensive staff, office and project management skills.
Industry Nonprofit Organization Management
Experience
Amida Care February 2014 - Present
Pfizer August 2010 - February 2014
Turning Point 2007 - 2012
Health Plus August 2007 - August 2010
Touchbase January 2007 - August 2007
Penn Mutual January 2004 - June 2006
Offices Limited Inc. January 2001 - January 2004
MetTel December 2000 - January 2001
King TeleServices LLC May 1998 - May 1999
Skills
Microsoft Office, Sage...
Education
State University of New York Downstate Medical Center College of Medicine
CUNY Medgar Evers College
Bachelors of Science, Business Management
CUNY Medgar Evers College
Associates In Applied Science, Business Administration
Clara Barton School of Nursing
Certified Practical Nurse, Practical Nursing
Amida Care February 2014 - Present
Pfizer August 2010 - February 2014
Turning Point 2007 - 2012
Health Plus August 2007 - August 2010
Touchbase January 2007 - August 2007
Penn Mutual January 2004 - June 2006
Offices Limited Inc. January 2001 - January 2004
MetTel December 2000 - January 2001
King TeleServices LLC May 1998 - May 1999
Skills
Microsoft Office, Sage...
Education
State University of New York Downstate Medical Center College of Medicine
CUNY Medgar Evers College
Bachelors of Science, Business Management
CUNY Medgar Evers College
Associates In Applied Science, Business Administration
Clara Barton School of Nursing
Certified Practical Nurse, Practical Nursing
John Ulicny's Penn Mutual Experience 1983 - 1986
Job Statistical Programmer at Temple University Hospital
Industry Hospital & Health Care
Experience
Temple University Hospital May 2001 - Present
Milliman 1988 - 2001
Provident Mutual 1986 - 1988
Penn Mutual 1983 - 1986
Skills
Clinical Research, Clinical Trials, Data Analysis, Healthcare Information..., Healthcare, Clinical Data Management, SAS, Public Health, Oncology, GCP, EDC, Informatics, SAS programming, Lifesciences, Healthcare Consulting, Statistical Data..., Pharmaceutical Industry, Epidemiology, SAS Programming, Actuarial Science, Statistics
Education
Temple University 1982 — 1983
Master of Science (M.S.), Applied Statistics
Drexel University - College of Business and Administration 1979 — 1982
Bachelor of Science (BS), Business/Managerial Economics
Temple University Hospital May 2001 - Present
Milliman 1988 - 2001
Provident Mutual 1986 - 1988
Penn Mutual 1983 - 1986
Skills
Clinical Research, Clinical Trials, Data Analysis, Healthcare Information..., Healthcare, Clinical Data Management, SAS, Public Health, Oncology, GCP, EDC, Informatics, SAS programming, Lifesciences, Healthcare Consulting, Statistical Data..., Pharmaceutical Industry, Epidemiology, SAS Programming, Actuarial Science, Statistics
Education
Temple University 1982 — 1983
Master of Science (M.S.), Applied Statistics
Drexel University - College of Business and Administration 1979 — 1982
Bachelor of Science (BS), Business/Managerial Economics
Paul Michlik's Penn Mutual Experience February 2013 - June 2014
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
Penn Mutual February 2013 - June 2014
SXO Music September 2007 - September 2013
Wells Fargo December 2011 - February 2013
Guitar Center April 2004 - September 2007
Skills
Social Networking, Social Media, Marketing, Music, Event Planning, Event Management, Customer Service, Small Business, Social Media Marketing, Advertising, Online Marketing, Sales, Online Advertising, Marketing Strategy, Microsoft Office, Leadership, Public Speaking, Training, New Business Development, Recording, Budgets, Public Relations, SEO, Promotions, Customer Relations, Tour Booking, Graphic Design, Team Building, Sound, Video, Creative Writing, Strategic Planning, Fundraising, Marketing Communications, Market Research, Management, Photoshop, Sales Management, Budgeting, Coaching, Account Management, Time Management, Insurance, Business Development, Risk Management, Retirement Planning, Investment Strategies, Disability Insurance, 401k, IRAs
Education
The American College 2013 — 2015
Life Underwriter Training Council Fellow (LUTCF), Insurance
Highline Community College 2002 — 2003
Environmental Science
King County AFL-CIO 2009 — 2010
Internship, Political Communication
Mirror Sound Studios 2004 — 2005
Internship, Recording Arts Technology/Technician
Principal Financial Group September 2015 - Present
Penn Mutual February 2013 - June 2014
SXO Music September 2007 - September 2013
Wells Fargo December 2011 - February 2013
Guitar Center April 2004 - September 2007
Skills
Social Networking, Social Media, Marketing, Music, Event Planning, Event Management, Customer Service, Small Business, Social Media Marketing, Advertising, Online Marketing, Sales, Online Advertising, Marketing Strategy, Microsoft Office, Leadership, Public Speaking, Training, New Business Development, Recording, Budgets, Public Relations, SEO, Promotions, Customer Relations, Tour Booking, Graphic Design, Team Building, Sound, Video, Creative Writing, Strategic Planning, Fundraising, Marketing Communications, Market Research, Management, Photoshop, Sales Management, Budgeting, Coaching, Account Management, Time Management, Insurance, Business Development, Risk Management, Retirement Planning, Investment Strategies, Disability Insurance, 401k, IRAs
Education
The American College 2013 — 2015
Life Underwriter Training Council Fellow (LUTCF), Insurance
Highline Community College 2002 — 2003
Environmental Science
King County AFL-CIO 2009 — 2010
Internship, Political Communication
Mirror Sound Studios 2004 — 2005
Internship, Recording Arts Technology/Technician
Jerel McCollum Jerel McCollum's Penn Mutual Experience June 2015 - Present
Job Financial Advocate with Penn Mutual
Industry Insurance
Experience
Penn Mutual June 2015 - Present
Provide Commerce/ FTD.com December 2006 - September 2015
Skills
E-commerce, Analytics, Call Centers, Customer Service, Customer Experience, Customer Retention, Process Improvement, Web Analytics, Telephone Skills, Management, Social Media Marketing, Marketing Strategy, Microsoft Excel, Sales, Team Building, Training, Leadership, Microsoft Office
Education
ITT Technical Institute-San Diego 2001 — 2002
Associate's Degree, Computer Networking
Penn Mutual June 2015 - Present
Provide Commerce/ FTD.com December 2006 - September 2015
Skills
E-commerce, Analytics, Call Centers, Customer Service, Customer Experience, Customer Retention, Process Improvement, Web Analytics, Telephone Skills, Management, Social Media Marketing, Marketing Strategy, Microsoft Excel, Sales, Team Building, Training, Leadership, Microsoft Office
Education
ITT Technical Institute-San Diego 2001 — 2002
Associate's Degree, Computer Networking
Jason Barney Jason Barney's Penn Mutual Experience October 2002 - December 2004
Job Financial Planner/Investment Advisor at Wealth Alliance, LLC
Industry Financial Services
Experience
Wealth Alliance, LLC September 2011 - Present
Crosswind Strategies November 2008 - September 2011
Hornor Townsend & Kent October 2002 - November 2008
Penn Mutual October 2002 - December 2004
Independence Capital Group 1998 - 2001
Costco Wholesale 1991 - 2000
Skills
Retirement Planning, Financial Planning, Insurance, Pensions, 401k, Wealth Management, Wealth Transfer, Investments, Asset Management, Investment Advisory, Employee Benefits, Alternative Investments, Retirement Income..., Series 7, Series 65, Series 63, Series 6, Distribution..., Estate Planning, Strategic Financial..., Retirement, Securities, Portfolio Management, Mutual Funds, Financial Services, Investment Strategies, Financial Advisory, IRAs, Wealth
Education
San Diego State University-California State University 1995 — 1998
Bachelor of Science (BS), Business Administration, Management and Operations
Grossmont College 1990 — 1995
Associate of Arts (A.A.), Business Administration and Management, General
El Capitan High School
The American College
ChFC, Financial Services
Wealth Alliance, LLC September 2011 - Present
Crosswind Strategies November 2008 - September 2011
Hornor Townsend & Kent October 2002 - November 2008
Penn Mutual October 2002 - December 2004
Independence Capital Group 1998 - 2001
Costco Wholesale 1991 - 2000
Skills
Retirement Planning, Financial Planning, Insurance, Pensions, 401k, Wealth Management, Wealth Transfer, Investments, Asset Management, Investment Advisory, Employee Benefits, Alternative Investments, Retirement Income..., Series 7, Series 65, Series 63, Series 6, Distribution..., Estate Planning, Strategic Financial..., Retirement, Securities, Portfolio Management, Mutual Funds, Financial Services, Investment Strategies, Financial Advisory, IRAs, Wealth
Education
San Diego State University-California State University 1995 — 1998
Bachelor of Science (BS), Business Administration, Management and Operations
Grossmont College 1990 — 1995
Associate of Arts (A.A.), Business Administration and Management, General
El Capitan High School
The American College
ChFC, Financial Services
Ivonne Aleman Ivonne Aleman's Penn Mutual Experience January 2014 - Present
Job Internal Marketing Representative at Penn Mutual
Industry Insurance
Experience
Penn Mutual January 2014 - Present
Penn Mutual October 2010 - December 2013
Skills
Insurance, Life Insurance, Disability Insurance, Administrative..., Long-term Care, Outlook, Term Life Insurance, Office Management, Microsoft Excel, Claim, Fixed Annuities, Microsoft Office, Underwriting, Office Administration, PowerPoint
Education
Florida International University
Bachelor's degree
Penn Mutual January 2014 - Present
Penn Mutual October 2010 - December 2013
Skills
Insurance, Life Insurance, Disability Insurance, Administrative..., Long-term Care, Outlook, Term Life Insurance, Office Management, Microsoft Excel, Claim, Fixed Annuities, Microsoft Office, Underwriting, Office Administration, PowerPoint
Education
Florida International University
Bachelor's degree
Nicholas Shapiro Nicholas Shapiro's Penn Mutual Experience July 2011 - 2013
Job Facilities Manager at Baked by Melissa
Industry Commercial Real Estate
Experience
Baked by Melissa January 2014 - Present
Nationwide Postal Management 2013 - January 2014
Penn Mutual July 2011 - 2013
Castle Oil Corporation May 2010 - November 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Access, Social Media, Salesforce.com, Account Management, Social Media Marketing, Online Marketing, Digital Marketing
Education
Hofstra University 2010 — 2012
Accounting
Baked by Melissa January 2014 - Present
Nationwide Postal Management 2013 - January 2014
Penn Mutual July 2011 - 2013
Castle Oil Corporation May 2010 - November 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Access, Social Media, Salesforce.com, Account Management, Social Media Marketing, Online Marketing, Digital Marketing
Education
Hofstra University 2010 — 2012
Accounting
Brian Roath Brian Roath's Penn Mutual Experience June 2004 - Present
Job Regional Marketing Director at Penn Mutual
Industry Financial Services
Experience
Penn Mutual June 2004 - Present
Education
Ferris State University 1978 — 1982
Bachelor's Degree, Marketing
Penn Mutual June 2004 - Present
Education
Ferris State University 1978 — 1982
Bachelor's Degree, Marketing
Aaron Socci's Penn Mutual Experience June 2008 - October 2009
Job Owner at Bold Brew Studios LLC, Marketing at Equity Retail Brokers
Industry Graphic Design
Experience
Bold Brew Studios, LLC January 2015 - Present
Equity Retail Brokers December 2010 - Present
Penn Mutual June 2008 - October 2009
Skills
Marketing Communications, Graphic Design, Email Marketing, Writing, Social Media, Blogging, Adobe Creative Suite, WordPress, Social Networking, Corporate Communications, Facebook, Marketing, Editing, Web Design
Education
Eastern University 2004 — 2008
Bachelor's, Communications
Bold Brew Studios, LLC January 2015 - Present
Equity Retail Brokers December 2010 - Present
Penn Mutual June 2008 - October 2009
Skills
Marketing Communications, Graphic Design, Email Marketing, Writing, Social Media, Blogging, Adobe Creative Suite, WordPress, Social Networking, Corporate Communications, Facebook, Marketing, Editing, Web Design
Education
Eastern University 2004 — 2008
Bachelor's, Communications
Chris Hayward Chris Hayward's Penn Mutual Experience May 2013 - October 2014
Job 401(k) Sales Consultant
Industry Financial Services
Experience
ADP October 2014 - Present
Penn Mutual May 2013 - October 2014
J.P. Morgan Securities L.L.C. July 2012 - May 2013
JPMorgan Chase March 2012 - July 2012
PNC February 2011 - March 2012
Skills
Sales, Insurance, Finance, Retirement Planning
Education
Eastern Illinois University 2006 — 2010
B.S., Business Management
ADP October 2014 - Present
Penn Mutual May 2013 - October 2014
J.P. Morgan Securities L.L.C. July 2012 - May 2013
JPMorgan Chase March 2012 - July 2012
PNC February 2011 - March 2012
Skills
Sales, Insurance, Finance, Retirement Planning
Education
Eastern Illinois University 2006 — 2010
B.S., Business Management
Joseph Linington Joseph Linington's Penn Mutual Experience December 2009 - January 2011
Job Client Specialist Commodities & Energy at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters February 2013 - Present
Thomson Reuters February 2012 - February 2013
Hornor Townsend & Kent February 2011 - January 2012
Penn Mutual December 2009 - January 2011
Rumson-Fair Haven Bank & Trust Company May 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - September 2008
Skills
Commodity Markets, Oil/Gas, Base Metals, Precious Metals, Agriculture, Financial Services, Wealth Management, Equities, Risk Management, Finance, Portfolio Management, Trading, Oil & Gas, Options, Commodity
Education
Saint Peter's University 2011 — 2014
Master of Business Administration (MBA), International Business, 3.9
Fairfield University 2006 — 2010
Bachelor of Science, Finance, Marketing, 3.2
Christian Brothers Academy 2002 — 2006
Diploma
Thomson Reuters February 2013 - Present
Thomson Reuters February 2012 - February 2013
Hornor Townsend & Kent February 2011 - January 2012
Penn Mutual December 2009 - January 2011
Rumson-Fair Haven Bank & Trust Company May 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - September 2008
Skills
Commodity Markets, Oil/Gas, Base Metals, Precious Metals, Agriculture, Financial Services, Wealth Management, Equities, Risk Management, Finance, Portfolio Management, Trading, Oil & Gas, Options, Commodity
Education
Saint Peter's University 2011 — 2014
Master of Business Administration (MBA), International Business, 3.9
Fairfield University 2006 — 2010
Bachelor of Science, Finance, Marketing, 3.2
Christian Brothers Academy 2002 — 2006
Diploma
Kelli Kulp Kelli Kulp's Penn Mutual Experience November 2014 - Present
Job Account Management Analyst at Penn Mutual
Industry Insurance
Experience
Penn Mutual November 2014 - Present
Penn Mutual February 2011 - November 2014
Penn Mutual November 2006 - February 2011
Hatboro-Horsham School District August 2000 - June 2008
Montgomery Management November 2004 - October 2006
Telespectrum 2000 - May 2002
Skills
Microsoft Office, Outlook, Customer Service, Software Documentation, Microsoft Excel, PowerPoint, Microsoft Word, Coaching, Risk Management, Process Improvement, Administration, Lotus Notes, Budgets, Insurance, Marketing, Call Centers, Access, Training, Analysis, Employee Benefits, Team Building, Administrative..., Leadership, Management, Business Analysis, Team Leadership, Visio
Education
Kutztown University of Pennsylvania 1995 — 2000
BA, Psychology
Hatboro-Horsham HS 1991 — 1995
Penn Mutual November 2014 - Present
Penn Mutual February 2011 - November 2014
Penn Mutual November 2006 - February 2011
Hatboro-Horsham School District August 2000 - June 2008
Montgomery Management November 2004 - October 2006
Telespectrum 2000 - May 2002
Skills
Microsoft Office, Outlook, Customer Service, Software Documentation, Microsoft Excel, PowerPoint, Microsoft Word, Coaching, Risk Management, Process Improvement, Administration, Lotus Notes, Budgets, Insurance, Marketing, Call Centers, Access, Training, Analysis, Employee Benefits, Team Building, Administrative..., Leadership, Management, Business Analysis, Team Leadership, Visio
Education
Kutztown University of Pennsylvania 1995 — 2000
BA, Psychology
Hatboro-Horsham HS 1991 — 1995
Maricarmen Paredes Maricarmen Paredes's Penn Mutual Experience 2015 - Present
Job Financial Advisor at Penn Mutual
Industry Financial Services
Experience
Penn Mutual 2015 - Present
PATRICIA ARREDONDO USA INC January 2015 - Present
College Pro Wait Staff; The Pantry; Executive Cuisine; Party Resources 2010 - 2015
New Milford Hospital Gift Shop January 2011 - December 2012
Skills
Microsoft Excel, Life Insurance, Fixed Annuities, Series 6, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Leadership, Time Management, Customer Service, Teamwork, Event Planning, Research
Education
Johnson & Wales University 2011 — 2014
Bachelor of Science (BS), Finance, 3.71
New Milford High School
High School
Penn Mutual 2015 - Present
PATRICIA ARREDONDO USA INC January 2015 - Present
College Pro Wait Staff; The Pantry; Executive Cuisine; Party Resources 2010 - 2015
New Milford Hospital Gift Shop January 2011 - December 2012
Skills
Microsoft Excel, Life Insurance, Fixed Annuities, Series 6, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Leadership, Time Management, Customer Service, Teamwork, Event Planning, Research
Education
Johnson & Wales University 2011 — 2014
Bachelor of Science (BS), Finance, 3.71
New Milford High School
High School
David O'Malley David O'Malley's Penn Mutual Experience 2013 - Present
Job COO at Penn Mutual and CEO at Penn Mutual Asset Management
Industry Insurance
Experience
Penn Mutual and Penn Mutual Asset Management January 2015 - Present
Penn Mutual 2013 - Present
Penn Mutual 2010 - 2013
Penn Mutual 2009 - 2010
Penn Mutual 2008 - 2008
Penn Mutual 2006 - 2007
Penn Mutual 2002 - 2005
Morgan Stanley 2001 - 2001
Penn Mutual 1997 - 2001
Penn Mutual 1994 - 1997
Education
Drexel University - College of Business and Administration 1992 — 1997
Bachelor's Degree, Economics and Finance
LaSalle College High School 1988 — 1992
Penn Mutual and Penn Mutual Asset Management January 2015 - Present
Penn Mutual 2013 - Present
Penn Mutual 2010 - 2013
Penn Mutual 2009 - 2010
Penn Mutual 2008 - 2008
Penn Mutual 2006 - 2007
Penn Mutual 2002 - 2005
Morgan Stanley 2001 - 2001
Penn Mutual 1997 - 2001
Penn Mutual 1994 - 1997
Education
Drexel University - College of Business and Administration 1992 — 1997
Bachelor's Degree, Economics and Finance
LaSalle College High School 1988 — 1992
Kelly Scholz Kelly Scholz's Penn Mutual Experience March 2003 - February 2010
Job Rise to the Challenge
Industry Information Technology and Services
Experience
Gartner May 2013 - Present
MassMutual Metro New York February 2010 - May 2013
Penn Mutual March 2003 - February 2010
Skills
Insurance, Life Insurance, Disability Insurance, Employee Benefits, Retirement Planning, Fixed Annuities, Strategic Financial..., Mutual Funds, Investments, Retirement, Long-term Care, Wealth Management, Health Insurance, Securities, Series 7, Estate Planning, Term Life Insurance, Financial Advisory, Sales
Education
Fordham University 2003 — 2007
Bachelor of Arts (BA), International Political Economy/Global Business Concentration
Loyola School 1999 — 2003
Gartner May 2013 - Present
MassMutual Metro New York February 2010 - May 2013
Penn Mutual March 2003 - February 2010
Skills
Insurance, Life Insurance, Disability Insurance, Employee Benefits, Retirement Planning, Fixed Annuities, Strategic Financial..., Mutual Funds, Investments, Retirement, Long-term Care, Wealth Management, Health Insurance, Securities, Series 7, Estate Planning, Term Life Insurance, Financial Advisory, Sales
Education
Fordham University 2003 — 2007
Bachelor of Arts (BA), International Political Economy/Global Business Concentration
Loyola School 1999 — 2003
Jeff Putnam Jeff Putnam's Penn Mutual Experience January 2008 - Present
Job Director of Operations at Living Wealth Partners
Industry Information Technology and Services
Experience
Penn Mutual January 2008 - Present
Portland Water District April 2003 - October 2007
Hannaford Bros. Co. October 2001 - October 2002
Hannaford Bros. Co. August 1995 - September 2001
Skills
Process Improvement, Life Insurance, Team Building, Business Process..., Computer Software..., Change Management, Underwriting, Strategic Planning, Crystal Reports, Software Deployment, Training Delivery, Training Manuals, Operating Systems, Operations Management, Operational Support, Technical Training, Customer Support, Systems Analysis, Experienced Trainer
Education
Franklin & Marshall College 1971 — 1975
Bachelor of Arts (BA), PSYCHOLOGY & ENGLISH
SUNY Oswego 1975 — 1976
none, Psychology
Penn Mutual January 2008 - Present
Portland Water District April 2003 - October 2007
Hannaford Bros. Co. October 2001 - October 2002
Hannaford Bros. Co. August 1995 - September 2001
Skills
Process Improvement, Life Insurance, Team Building, Business Process..., Computer Software..., Change Management, Underwriting, Strategic Planning, Crystal Reports, Software Deployment, Training Delivery, Training Manuals, Operating Systems, Operations Management, Operational Support, Technical Training, Customer Support, Systems Analysis, Experienced Trainer
Education
Franklin & Marshall College 1971 — 1975
Bachelor of Arts (BA), PSYCHOLOGY & ENGLISH
SUNY Oswego 1975 — 1976
none, Psychology
Desiree Corle Desiree Corle's Penn Mutual Experience March 1996 - April 2002
Job Underwriter Assistant at Venture Programs
Industry Insurance
Experience
Venture Programs March 2010 - Present
XL Insurance April 2002 - September 2009
Penn Mutual March 1996 - April 2002
Skills
Insurance, Microsoft Office, Underwriting, Property & Casualty..., Casualty, Able To Multi-task, Excel, AS400
Education
Goldey Beacom College 1996 — 1998
Accounting
Coatesville Area High School
Venture Programs March 2010 - Present
XL Insurance April 2002 - September 2009
Penn Mutual March 1996 - April 2002
Skills
Insurance, Microsoft Office, Underwriting, Property & Casualty..., Casualty, Able To Multi-task, Excel, AS400
Education
Goldey Beacom College 1996 — 1998
Accounting
Coatesville Area High School
Joe Davidyock Joe Davidyock's Penn Mutual Experience September 2009 - Present
Job
Industry Information Technology and Services
Experience
Penn Mutual September 2009 - Present
Skills
SOA, XML, Agile Methodologies, SDLC, Enterprise Architecture, Requirements Analysis, Software Development, Integration, Java Enterprise Edition, Websphere, Web Services, Enterprise Content..., Java, Architecture, Tomcat, Application Architecture, IT Strategy, JavaScript, Databases, CRM, Solution Architecture
Education
Drexel University 1997 — 2000
MS
Vassar College 1991 — 1995
BA
Penn Mutual September 2009 - Present
Skills
SOA, XML, Agile Methodologies, SDLC, Enterprise Architecture, Requirements Analysis, Software Development, Integration, Java Enterprise Edition, Websphere, Web Services, Enterprise Content..., Java, Architecture, Tomcat, Application Architecture, IT Strategy, JavaScript, Databases, CRM, Solution Architecture
Education
Drexel University 1997 — 2000
MS
Vassar College 1991 — 1995
BA
Steven Anzalone Steven Anzalone's Penn Mutual Experience May 2014 - August 2014
Job Portfolio Management Associate at Harding Loevner LP
Industry Investment Management
Experience
Harding Loevner LP March 2015 - Present
Penn Mutual May 2014 - August 2014
BodyArmor Nutrition, LLC June 2013 - August 2013
Dickinson College September 2012 - May 2013
Dickinson College September 2012 - May 2013
Westfield Area Y June 2011 - August 2011
Skills
Microsoft Office, Windows, ADP Payroll, GoToMeeting, Christensen (CCC)..., Mac, Fund Raising, Tour Guide, Excel, International Business, Business Strategy, Financial Analysis, Fundraising, Microsoft Excel, Editing
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
MS Global Finance
Dickinson College 2009 — 2013
Bachelor of Arts, International Business & Management
K. Robert Nilsson Center for European Studies 2011 — 2011
European Economic History
Seton Hall Preparatory School 2005 — 2009
High School Diploma, Economics, Mathematics
Harding Loevner LP March 2015 - Present
Penn Mutual May 2014 - August 2014
BodyArmor Nutrition, LLC June 2013 - August 2013
Dickinson College September 2012 - May 2013
Dickinson College September 2012 - May 2013
Westfield Area Y June 2011 - August 2011
Skills
Microsoft Office, Windows, ADP Payroll, GoToMeeting, Christensen (CCC)..., Mac, Fund Raising, Tour Guide, Excel, International Business, Business Strategy, Financial Analysis, Fundraising, Microsoft Excel, Editing
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
MS Global Finance
Dickinson College 2009 — 2013
Bachelor of Arts, International Business & Management
K. Robert Nilsson Center for European Studies 2011 — 2011
European Economic History
Seton Hall Preparatory School 2005 — 2009
High School Diploma, Economics, Mathematics
Nick Weiler, CLU, ChFC Nick Weiler, CLU, ChFC's Penn Mutual Experience 2011 - 2014
Job Sr. Internal Wholesaler at AdvisorNet Insurance
Industry Financial Services
Experience
AdvisorNet Insurance November 2014 - Present
Penn Mutual 2011 - 2014
Northwestern Mutual 2008 - 2011
Hyrian 2006 - 2008
Vector Marketing 2001 - 2005
Education
Gustavus Adolphus College
The American College
CLU® - Chartered Life Underwriter®, ChFC® - Chartered Financial Consultant
Apple Valley High School
AdvisorNet Insurance November 2014 - Present
Penn Mutual 2011 - 2014
Northwestern Mutual 2008 - 2011
Hyrian 2006 - 2008
Vector Marketing 2001 - 2005
Education
Gustavus Adolphus College
The American College
CLU® - Chartered Life Underwriter®, ChFC® - Chartered Financial Consultant
Apple Valley High School
Shannon Connor Shannon Connor's Penn Mutual Experience July 2014 - August 2015
Job CEO, Kick Learning, LLC
Industry E-Learning
Experience
Kick Learning, LLC June 2008 - Present
NFPA March 2014 - September 2015
Volvo Trucks December 2010 - September 2015
Penn Mutual July 2014 - August 2015
Houghton Mifflin Harcourt July 2013 - August 2015
GE Capital November 2010 - July 2014
Allstate March 2011 - 2014
Abbott Lab July 2011 - August 2011
Bank of America July 2009 - November 2010
Boston University Corporate Education Center April 2009 - August 2009
Skills
Captivate, Camtasia, Visio, Word, PowerPoint, Excel, Lectora, Instructional Design, E-learning, Needs Analysis, Online Training, E-learning Development, ADDIE, Adult Education, SCORM, Learning Management, Web-based Training, SnagIt, Instructional Technology, Adobe Acrobat, Photoshop, Illustrator, Dreamweaver, Educational Technology, AICC, Blended Learning, E-Learning, Learning Management..., SharePoint, Technical Training, Articulate Studio, Articulate Storyline, Software Documentation, Training, Articulate Suite, Flash, Technical Writing, Voice Over, Project Management, Instructor-led Training, Consulting, Training Delivery, Curriculum Design, Program Management
Education
Chubb 1999 — 2000
Diploma, Network Communications, Network Engineering and Date Communications
High Point University
Communication Design
Kick Learning, LLC June 2008 - Present
NFPA March 2014 - September 2015
Volvo Trucks December 2010 - September 2015
Penn Mutual July 2014 - August 2015
Houghton Mifflin Harcourt July 2013 - August 2015
GE Capital November 2010 - July 2014
Allstate March 2011 - 2014
Abbott Lab July 2011 - August 2011
Bank of America July 2009 - November 2010
Boston University Corporate Education Center April 2009 - August 2009
Skills
Captivate, Camtasia, Visio, Word, PowerPoint, Excel, Lectora, Instructional Design, E-learning, Needs Analysis, Online Training, E-learning Development, ADDIE, Adult Education, SCORM, Learning Management, Web-based Training, SnagIt, Instructional Technology, Adobe Acrobat, Photoshop, Illustrator, Dreamweaver, Educational Technology, AICC, Blended Learning, E-Learning, Learning Management..., SharePoint, Technical Training, Articulate Studio, Articulate Storyline, Software Documentation, Training, Articulate Suite, Flash, Technical Writing, Voice Over, Project Management, Instructor-led Training, Consulting, Training Delivery, Curriculum Design, Program Management
Education
Chubb 1999 — 2000
Diploma, Network Communications, Network Engineering and Date Communications
High Point University
Communication Design
Michael Fossella's Penn Mutual Experience July 2014 - September 2014
Job Creative Recruiter at Adecco Creative & Marketing
Industry Marketing and Advertising
Experience
Adecco Staffing, USA August 2015 - Present
Grey Healthcare Group December 2014 - March 2015
Penn Mutual July 2014 - September 2014
John Catsimatidis NYC Mayoral Campaign June 2013 - August 2013
New York City Board of Elections June 2012 - August 2012
New York City Board of Elections June 2011 - August 2011
The Law Offices of Chelli & Bush January 2010 - April 2010
The Law Offices of Anne Marie DePalo September 2009 - December 2009
Land Planning & Engineering June 2009 - August 2009
Skills
Communication Skills, Marketing Strategy, Social Media, Marketing, Mathematics, Microsoft Excel, Time Management, Teamwork, Tutoring, Microsoft Office, Strategic Financial..., Social Networking, Public Speaking, Building Relationships, Project Planning, Group Work, Marketing Research, Facebook, PowerPoint, Microsoft Word, Financial Planning, Communication, Research, College Recruiting, Recruiting, People Skills, Working With Children, Leadership
Education
Fordham University 2010 — 2014
Bachelor’s Degree, Marketing, Graduate- 3.5 GPA
Staten Island Technical High School 2006 — 2010
High School, Graduate
Adecco Staffing, USA August 2015 - Present
Grey Healthcare Group December 2014 - March 2015
Penn Mutual July 2014 - September 2014
John Catsimatidis NYC Mayoral Campaign June 2013 - August 2013
New York City Board of Elections June 2012 - August 2012
New York City Board of Elections June 2011 - August 2011
The Law Offices of Chelli & Bush January 2010 - April 2010
The Law Offices of Anne Marie DePalo September 2009 - December 2009
Land Planning & Engineering June 2009 - August 2009
Skills
Communication Skills, Marketing Strategy, Social Media, Marketing, Mathematics, Microsoft Excel, Time Management, Teamwork, Tutoring, Microsoft Office, Strategic Financial..., Social Networking, Public Speaking, Building Relationships, Project Planning, Group Work, Marketing Research, Facebook, PowerPoint, Microsoft Word, Financial Planning, Communication, Research, College Recruiting, Recruiting, People Skills, Working With Children, Leadership
Education
Fordham University 2010 — 2014
Bachelor’s Degree, Marketing, Graduate- 3.5 GPA
Staten Island Technical High School 2006 — 2010
High School, Graduate
Gina Wojcik Gina Wojcik's Penn Mutual Experience July 2014 - April 2015
Job Production Services Representative at Penn Mutual
Industry Hospital & Health Care
Experience
Penn Mutual July 2014 - April 2015
ECRI Institute December 2013 - March 2014
Quest Diagnostics October 2005 - December 2013
Skills
•Information Management, •Oral and written..., •Proficient in..., •Administrative...
Education
Gwynedd-Mercy College 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Penn Mutual July 2014 - April 2015
ECRI Institute December 2013 - March 2014
Quest Diagnostics October 2005 - December 2013
Skills
•Information Management, •Oral and written..., •Proficient in..., •Administrative...
Education
Gwynedd-Mercy College 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Owen Patterson's Penn Mutual Experience July 1982 - May 1986
Job Executive Director Corporate Accounting at Verizon
Industry Telecommunications
Experience
Verizon 2010 - Present
Verizon Communications 1999 - April 2010
Verizon November 1992 - October 1999
Verizon September 1990 - October 1992
Verizon June 1986 - September 1990
Penn Mutual July 1982 - May 1986
Samuel M. Fisher and Company CPA's June 1980 - June 1982
Skills
Finance, Budgets, Financial Reporting, Strategic Planning, Sarbanes-Oxley Act, Auditing, Microsoft Office, Accounting, Financial Analysis, Management, Forecasting, Cash Flow, Leadership, Strategic Financial..., Corporate Finance, Internal Controls, Financial Planning
Education
Drexel University 1983 — 1986
MBA, Finance
Saint Joseph's University 1976 — 1980
B.S., Accounting
Verizon 2010 - Present
Verizon Communications 1999 - April 2010
Verizon November 1992 - October 1999
Verizon September 1990 - October 1992
Verizon June 1986 - September 1990
Penn Mutual July 1982 - May 1986
Samuel M. Fisher and Company CPA's June 1980 - June 1982
Skills
Finance, Budgets, Financial Reporting, Strategic Planning, Sarbanes-Oxley Act, Auditing, Microsoft Office, Accounting, Financial Analysis, Management, Forecasting, Cash Flow, Leadership, Strategic Financial..., Corporate Finance, Internal Controls, Financial Planning
Education
Drexel University 1983 — 1986
MBA, Finance
Saint Joseph's University 1976 — 1980
B.S., Accounting
David Jerdan's Penn Mutual Experience 2002 - 2004
Job Adjunct Faculty at Bucks County Community College
Industry Higher Education
Experience
Bucks County Community College October 2006 - Present
Bucks County Community College September 2014 - Present
Lansdale School of Business March 2004 - Present
Lansdale School of Business March 2004 - October 2006
Penn Mutual 2002 - 2004
TargetRx 2001 - 2002
Aventis Behring July 2000 - May 2001
Abington Memorial Hospital 1999 - 2000
DVUA 1997 - 1998
Skills
Accounting, Analysis, Accounts Payable, Higher Education, Microsoft Word, Budgets, Access, Microsoft Office, Financial Reporting, QuickBooks, Microsoft Excel, Leadership, Payroll, Management
Education
DeSales University 2003 — 2007
MBA, Accounting
Temple University 1995 — 1998
B.B.A, Accounting & Marketing
Shippensburg University of Pennsylvania 1993 — 1995
Transferred, Physics
Bucks County Community College October 2006 - Present
Bucks County Community College September 2014 - Present
Lansdale School of Business March 2004 - Present
Lansdale School of Business March 2004 - October 2006
Penn Mutual 2002 - 2004
TargetRx 2001 - 2002
Aventis Behring July 2000 - May 2001
Abington Memorial Hospital 1999 - 2000
DVUA 1997 - 1998
Skills
Accounting, Analysis, Accounts Payable, Higher Education, Microsoft Word, Budgets, Access, Microsoft Office, Financial Reporting, QuickBooks, Microsoft Excel, Leadership, Payroll, Management
Education
DeSales University 2003 — 2007
MBA, Accounting
Temple University 1995 — 1998
B.B.A, Accounting & Marketing
Shippensburg University of Pennsylvania 1993 — 1995
Transferred, Physics
dannette lowe dannette lowe's Penn Mutual Experience June 1999 - October 2006
Job DSM at ZipRealty
Industry Real Estate
Experience
ZipRealty Inc 2009 - Present
ZipRealty Inc February 2007 - Present
Penn Mutual June 1999 - October 2006
Education
Indiana University of Pennsylvania 1996 — 2000
ZipRealty Inc 2009 - Present
ZipRealty Inc February 2007 - Present
Penn Mutual June 1999 - October 2006
Education
Indiana University of Pennsylvania 1996 — 2000
Joshua M. Schultz's Penn Mutual Experience August 2015 - Present
Job Internal Marketing Representative at Penn Mutual
Industry Financial Services
Experience
Penn Mutual August 2015 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division June 2013 - August 2015
McConn Coffe Co. August 2013 - April 2014
Morris, Pool and Associates, LLC May 2012 - July 2012
APG Office Furnishings June 2010 - August 2011
Five Seasons Family Sports Club June 2009 - August 2009
Education
Indiana Wesleyan University 2010 — 2014
Bachelor of Science (B.S.), Finance
Dayton Christian High School 2006 — 2010
Penn Mutual August 2015 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division June 2013 - August 2015
McConn Coffe Co. August 2013 - April 2014
Morris, Pool and Associates, LLC May 2012 - July 2012
APG Office Furnishings June 2010 - August 2011
Five Seasons Family Sports Club June 2009 - August 2009
Education
Indiana Wesleyan University 2010 — 2014
Bachelor of Science (B.S.), Finance
Dayton Christian High School 2006 — 2010
Nicholas Dragonette Nicholas Dragonette's Penn Mutual Experience April 2014 - Present
Job Investment Accountant at Penn Mutual
Industry Financial Services
Experience
Penn Mutual April 2014 - Present
Global Indemnity Group April 2013 - September 2013
Thomason Lawn Care June 2010 - September 2010
Skills
Microsoft Excel, Access, Microsoft Office, Microsoft Word, PowerPoint, Internal Audit, Outlook, Customer Service, Data Analysis, Process Improvement, Analysis, Time Management, Management, Public Speaking, Business Analysis, Research, Event Planning, Financial Analysis
Education
Drexel University - College of Business and Administration 2010 — 2015
Bachelor of Science in Business Administration, Accounting and Finance
Wilson High School 2006 — 2010
Penn Mutual April 2014 - Present
Global Indemnity Group April 2013 - September 2013
Thomason Lawn Care June 2010 - September 2010
Skills
Microsoft Excel, Access, Microsoft Office, Microsoft Word, PowerPoint, Internal Audit, Outlook, Customer Service, Data Analysis, Process Improvement, Analysis, Time Management, Management, Public Speaking, Business Analysis, Research, Event Planning, Financial Analysis
Education
Drexel University - College of Business and Administration 2010 — 2015
Bachelor of Science in Business Administration, Accounting and Finance
Wilson High School 2006 — 2010
Steve Locke's Penn Mutual Experience June 2014 - November 2014
Job Customer Communications Associate at NRG Energy
Industry Marketing and Advertising
Experience
Penn Mutual June 2014 - November 2014
Thomson Reuters September 2013 - March 2014
Glenmede September 2012 - March 2013
Stradley Ronon September 2011 - March 2012
Drexel University June 2011 - August 2011
Skills
Social Media, Marketing, PowerPoint, Public Relations, CRM, Microsoft Office, Salesforce.com, Eloqua, Microsoft Excel, InDesign, Photoshop, Research, Dreamweaver, Budgeting, Problem Solving, Customer Relations, Customer Service, Microsoft Word, Event Planning, Leadership, Market Research
Education
Drexel University 2010 — 2015
BSBA in Marketing, Communications: Corporate and Public Relations
Highland Regional High School 2006 — 2010
Penn Mutual June 2014 - November 2014
Thomson Reuters September 2013 - March 2014
Glenmede September 2012 - March 2013
Stradley Ronon September 2011 - March 2012
Drexel University June 2011 - August 2011
Skills
Social Media, Marketing, PowerPoint, Public Relations, CRM, Microsoft Office, Salesforce.com, Eloqua, Microsoft Excel, InDesign, Photoshop, Research, Dreamweaver, Budgeting, Problem Solving, Customer Relations, Customer Service, Microsoft Word, Event Planning, Leadership, Market Research
Education
Drexel University 2010 — 2015
BSBA in Marketing, Communications: Corporate and Public Relations
Highland Regional High School 2006 — 2010
Jenna Notarfrancesco's Penn Mutual Experience January 2012 - May 2012
Job Development Associate, Special Events at Manhattan Theatre Club
Industry Writing and Editing
Experience
Peerless Pearls September 2014 - October 2014
Primary Stages September 2013 - May 2014
Square One Publishers January 2013 - May 2013
Hofstra University May 2012 - May 2013
Penn Mutual January 2012 - May 2012
Big Brothers Big Sisters September 2009 - May 2011
Skills
Superior Work Ethic, Oral & Written..., Team Leadership, Qualitative Research, English Literature, Interpersonal Skill, Event Planning, Microsoft Office, Chicago Manual, InDesign, Photoshop, Illustrator, Philanthropy, Academic Achievement, Social Networking, Proofreading
Education
Hofstra University 2009 — 2013
Bachelor of Arts (B.A.), English Publishing Studies
Peerless Pearls September 2014 - October 2014
Primary Stages September 2013 - May 2014
Square One Publishers January 2013 - May 2013
Hofstra University May 2012 - May 2013
Penn Mutual January 2012 - May 2012
Big Brothers Big Sisters September 2009 - May 2011
Skills
Superior Work Ethic, Oral & Written..., Team Leadership, Qualitative Research, English Literature, Interpersonal Skill, Event Planning, Microsoft Office, Chicago Manual, InDesign, Photoshop, Illustrator, Philanthropy, Academic Achievement, Social Networking, Proofreading
Education
Hofstra University 2009 — 2013
Bachelor of Arts (B.A.), English Publishing Studies
Grace DellaValle, PMP's Penn Mutual Experience June 2011 - August 2013
Job
Industry Health, Wellness and Fitness
Experience
Cigna-HealthSpring June 2015 - Present
Cigna-HealthSpring August 2013 - Present
Penn Mutual June 2011 - August 2013
Magic Hat Consulting March 2010 - June 2011
Longitude Health December 2008 - November 2010
Americhoice/United Health Group January 2007 - October 2008
Americhoice/Unitied Health Group January 2007 - October 2008
Intracorp/CIGNA May 2005 - July 2006
CIGNA April 2003 - May 2005
Genex 1997 - 1999
Skills
Business Analysis, Management, SDLC, Business Intelligence, Vendor Management, Requirements Analysis, Process Improvement, Visio, Business Process..., Project Management, Business Process, Team Leadership, PMO, PMP, MS Project, Requirements Gathering, Leadership, Project Portfolio..., Analysis, Software Documentation, IT Strategy, Business Requirements, Cross-functional Team..., Databases, Data Analysis
Education
Drexel University
BS
Drexel University - LeBow College of Business
MBA
Villanova University
Master Certificate in Business Analysis- Professional Education
Cigna-HealthSpring June 2015 - Present
Cigna-HealthSpring August 2013 - Present
Penn Mutual June 2011 - August 2013
Magic Hat Consulting March 2010 - June 2011
Longitude Health December 2008 - November 2010
Americhoice/United Health Group January 2007 - October 2008
Americhoice/Unitied Health Group January 2007 - October 2008
Intracorp/CIGNA May 2005 - July 2006
CIGNA April 2003 - May 2005
Genex 1997 - 1999
Skills
Business Analysis, Management, SDLC, Business Intelligence, Vendor Management, Requirements Analysis, Process Improvement, Visio, Business Process..., Project Management, Business Process, Team Leadership, PMO, PMP, MS Project, Requirements Gathering, Leadership, Project Portfolio..., Analysis, Software Documentation, IT Strategy, Business Requirements, Cross-functional Team..., Databases, Data Analysis
Education
Drexel University
BS
Drexel University - LeBow College of Business
MBA
Villanova University
Master Certificate in Business Analysis- Professional Education
Jeff Fleischman's Penn Mutual Experience April 2015 - Present
Job Chief Marketing & Digital Officer at Penn Mutual
Industry Financial Services
Experience
Penn Mutual April 2015 - Present
Blue Panda Interactive June 2011 - April 2015
The OptComm Group February 2014 - March 2015
Zenmonics Inc November 2012 - November 2013
TIAA-CREF April 2009 - May 2011
Citi September 2007 - January 2009
Monster Worldwide May 2006 - August 2007
American Express October 1996 - May 2006
Chase Manhattan Bank November 1991 - March 1996
Advanta 1996 - 1996
Skills
Digital Strategy, Digital Marketing, Marketing Management, E-commerce, social media, online marketing, content strategy, CMO, Websites, Online Advertising, Mobile Devices, Social Media, Content Strategy, Competitive Analysis, Online Marketing, Strategy, Social Media Marketing, Integrated Marketing, Cross-functional Team..., Management, Change Management, Leadership, Marketing, Strategic Planning, Mergers & Acquisitions, Marketing Strategy, Business Development, Multi-channel Marketing, Sales, Business Planning, Product Management, Team Building, CRM, Business Strategy, Financial Services, Strategic Partnerships, Social Networking, Analytics, Program Management, Customer Experience, Risk Management, Customer Acquisition, P&L Management, Product Development, User Experience, Start-ups, Executive Management, Process Improvement, Thought Leadership, Entrepreneurship
Education
Hofstra University 1989 — 1993
Masters of Business Administration, Finance, Investments & Banking
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Finance
Penn Mutual April 2015 - Present
Blue Panda Interactive June 2011 - April 2015
The OptComm Group February 2014 - March 2015
Zenmonics Inc November 2012 - November 2013
TIAA-CREF April 2009 - May 2011
Citi September 2007 - January 2009
Monster Worldwide May 2006 - August 2007
American Express October 1996 - May 2006
Chase Manhattan Bank November 1991 - March 1996
Advanta 1996 - 1996
Skills
Digital Strategy, Digital Marketing, Marketing Management, E-commerce, social media, online marketing, content strategy, CMO, Websites, Online Advertising, Mobile Devices, Social Media, Content Strategy, Competitive Analysis, Online Marketing, Strategy, Social Media Marketing, Integrated Marketing, Cross-functional Team..., Management, Change Management, Leadership, Marketing, Strategic Planning, Mergers & Acquisitions, Marketing Strategy, Business Development, Multi-channel Marketing, Sales, Business Planning, Product Management, Team Building, CRM, Business Strategy, Financial Services, Strategic Partnerships, Social Networking, Analytics, Program Management, Customer Experience, Risk Management, Customer Acquisition, P&L Management, Product Development, User Experience, Start-ups, Executive Management, Process Improvement, Thought Leadership, Entrepreneurship
Education
Hofstra University 1989 — 1993
Masters of Business Administration, Finance, Investments & Banking
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Finance
Judy Lai's Penn Mutual Experience July 2015 - Present
Job Internationally Experienced Human Resources & Diversity Leader
Industry Financial Services
Experience
Penn Mutual July 2015 - Present
Aramark March 2012 - July 2015
Aramark January 2009 - March 2012
Aramark September 2010 - December 2010
Aramark June 2007 - November 2008
GrubHub Seamless / Aramark July 2006 - June 2007
KBC Financial Products May 2005 - August 2005
Sirius XM Radio Inc. June 2004 - August 2004
Skills
Employee Relations, Human Resources, Performance Management, Recruiting, Training, Talent Acquisition, Strategic Planning, Strategy, Management, College Recruiting, Applicant Tracking..., Project Management, Diversity & Inclusion, Global HR Leadership, HR Policies, Leadership Development, International HR, Onboarding
Education
Cornell University
BS
Penn Mutual July 2015 - Present
Aramark March 2012 - July 2015
Aramark January 2009 - March 2012
Aramark September 2010 - December 2010
Aramark June 2007 - November 2008
GrubHub Seamless / Aramark July 2006 - June 2007
KBC Financial Products May 2005 - August 2005
Sirius XM Radio Inc. June 2004 - August 2004
Skills
Employee Relations, Human Resources, Performance Management, Recruiting, Training, Talent Acquisition, Strategic Planning, Strategy, Management, College Recruiting, Applicant Tracking..., Project Management, Diversity & Inclusion, Global HR Leadership, HR Policies, Leadership Development, International HR, Onboarding
Education
Cornell University
BS
Heather Janus Traum's Penn Mutual Experience January 1997 - January 1998
Job Owner at Janus Advertising
Industry Marketing and Advertising
Experience
Janus Advertising August 2015 - Present
inVentiv Digital+Innovation February 2014 - August 2015
inVentiv Digital+Innovation September 2009 - February 2014
Cadient Group February 2008 - August 2009
Lorel Marketing Group November 2006 - February 2008
Red Tettemer September 2006 - October 2006
DMW January 2004 - September 2006
DMW Worldwide, LLC May 2004 - January 2006
Harte-Hanks January 1998 - May 2004
Penn Mutual January 1997 - January 1998
Skills
Direct Marketing, Integrated Marketing, Online Advertising, SEO, Social Media Marketing, Advertising, Marketing, Email Marketing, Digital Strategy, Social Media, Marketing Strategy, Brand Advertising, Creative Direction, Digital Media, Analytics, B2B, Marketing Communications, Interactive Marketing, Digital Marketing, Business Services, Multi-channel Marketing, Direct Mail, Lead Generation, Web Analytics, Database Marketing, Account Management, Project Management, Management, Online Marketing, Mobile Marketing, SEM, Relationship Marketing, CRM, Brand Development, E-commerce, Interactive Advertising, Creative Strategy, Google Analytics, Content Strategy, Web Project Management
Education
Penn State University 2000 — 2006
BSBAB, Management/Marketing, 3.9
Kutztown University of Pennsylvania 1993 — 1995
Speech Language Pathology
Council Rock High School 1990 — 1993
Janus Advertising August 2015 - Present
inVentiv Digital+Innovation February 2014 - August 2015
inVentiv Digital+Innovation September 2009 - February 2014
Cadient Group February 2008 - August 2009
Lorel Marketing Group November 2006 - February 2008
Red Tettemer September 2006 - October 2006
DMW January 2004 - September 2006
DMW Worldwide, LLC May 2004 - January 2006
Harte-Hanks January 1998 - May 2004
Penn Mutual January 1997 - January 1998
Skills
Direct Marketing, Integrated Marketing, Online Advertising, SEO, Social Media Marketing, Advertising, Marketing, Email Marketing, Digital Strategy, Social Media, Marketing Strategy, Brand Advertising, Creative Direction, Digital Media, Analytics, B2B, Marketing Communications, Interactive Marketing, Digital Marketing, Business Services, Multi-channel Marketing, Direct Mail, Lead Generation, Web Analytics, Database Marketing, Account Management, Project Management, Management, Online Marketing, Mobile Marketing, SEM, Relationship Marketing, CRM, Brand Development, E-commerce, Interactive Advertising, Creative Strategy, Google Analytics, Content Strategy, Web Project Management
Education
Penn State University 2000 — 2006
BSBAB, Management/Marketing, 3.9
Kutztown University of Pennsylvania 1993 — 1995
Speech Language Pathology
Council Rock High School 1990 — 1993
Kimberly E Love's Penn Mutual Experience January 2012 - November 2013
Job Senior Actuary at ING
Industry Insurance
Experience
ING November 2013 - Present
Penn Mutual January 2012 - November 2013
Penn Mutual June 2010 - January 2012
Penn Mutual June 2008 - June 2010
Penn Mutual December 2006 - June 2008
CIGNA Group Insurance July 2003 - December 2006
Skills
Disability Insurance, Product Development, New Product..., Annuity Pricing, Product Management, Hedging, Actuarial Science
Education
Duke University 1999 — 2003
BS, Economics, Mathematics
University of St. Andrews 2001 — 2001
Economics
ING November 2013 - Present
Penn Mutual January 2012 - November 2013
Penn Mutual June 2010 - January 2012
Penn Mutual June 2008 - June 2010
Penn Mutual December 2006 - June 2008
CIGNA Group Insurance July 2003 - December 2006
Skills
Disability Insurance, Product Development, New Product..., Annuity Pricing, Product Management, Hedging, Actuarial Science
Education
Duke University 1999 — 2003
BS, Economics, Mathematics
University of St. Andrews 2001 — 2001
Economics
Borden Ayers's Penn Mutual Experience June 1978 - September 1994
Job Principal at Diversified Services Group, Inc.
Industry Financial Services
Experience
Diversified Services Group, Inc. November 1996 - Present
Keystone Financial August 1995 - November 1996
Penn Mutual June 1978 - September 1994
Skills
Retirement, Series 7, Mutual Funds, Fixed Annuities, Retirement Planning, Investments, Strategic Planning, Financial Advisory, Pensions, Insurance, Asset Management, Financial Services, Personal Finance, Investment Management, Wealth Management, Finance
Education
Kenyon College 1971 — 1975
BA, Poli Sci
Potomac
Diversified Services Group, Inc. November 1996 - Present
Keystone Financial August 1995 - November 1996
Penn Mutual June 1978 - September 1994
Skills
Retirement, Series 7, Mutual Funds, Fixed Annuities, Retirement Planning, Investments, Strategic Planning, Financial Advisory, Pensions, Insurance, Asset Management, Financial Services, Personal Finance, Investment Management, Wealth Management, Finance
Education
Kenyon College 1971 — 1975
BA, Poli Sci
Potomac
Michael Wildstein, CFA's Penn Mutual Experience 1992 - 1994
Job SVP/Senior Portfolio Manager
Industry Financial Services
Experience
Delaware Investments January 2010 - Present
Delaware Investments 2007 - January 2010
merrill lynch investment managers March 2004 - November 2006
Merrill Lynch Investment Managers March 2004 - November 2006
Merrill Lynch Invesmtent Mangers September 2001 - March 2004
RCN Corporation 1999 - 2001
Teleport Communications Group 1997 - 1998
Penn Mutual 1992 - 1994
Skills
Corporate Finance, Fixed Income, Asset Management, Bonds, Equities, Hedge Funds
Education
Drexel University - College of Business and Administration 1994 — 1996
Master of Business Administration (M.B.A.), Accounting and Finance
Delaware Investments January 2010 - Present
Delaware Investments 2007 - January 2010
merrill lynch investment managers March 2004 - November 2006
Merrill Lynch Investment Managers March 2004 - November 2006
Merrill Lynch Invesmtent Mangers September 2001 - March 2004
RCN Corporation 1999 - 2001
Teleport Communications Group 1997 - 1998
Penn Mutual 1992 - 1994
Skills
Corporate Finance, Fixed Income, Asset Management, Bonds, Equities, Hedge Funds
Education
Drexel University - College of Business and Administration 1994 — 1996
Master of Business Administration (M.B.A.), Accounting and Finance
Keith Bratz's Penn Mutual Experience April 2007 - Present
Job AVP, Corporate Communications
Industry Financial Services
Experience
Penn Mutual April 2007 - Present
Popular Financial Holdings 2005 - 2007
American Business Financial Services February 2000 - May 2004
Provident Mutual Life 1979 - 1998
Provident Mutual Life Insurance Company 1979 - 1998
Skills
Communications..., Brand Awareness, Public Relations, Financial Communications, Clear and consistent..., Internal Communications, Script writing, Leadership, Insurance, Marketing Communications, Corporate Communications, Financial Services, Marketing, Life Insurance, Retirement Planning, Fixed Annuities
Education
Indiana University of Pennsylvania 1971 — 1975
Bachelor of Arts (B.A.), Journalism
Penn Mutual April 2007 - Present
Popular Financial Holdings 2005 - 2007
American Business Financial Services February 2000 - May 2004
Provident Mutual Life 1979 - 1998
Provident Mutual Life Insurance Company 1979 - 1998
Skills
Communications..., Brand Awareness, Public Relations, Financial Communications, Clear and consistent..., Internal Communications, Script writing, Leadership, Insurance, Marketing Communications, Corporate Communications, Financial Services, Marketing, Life Insurance, Retirement Planning, Fixed Annuities
Education
Indiana University of Pennsylvania 1971 — 1975
Bachelor of Arts (B.A.), Journalism
Tom Woolman's Penn Mutual Experience June 1995 - March 1996
Job Senior Systems Architect
Industry Information Technology and Services
Experience
On Target Technologies, Inc. February 1998 - Present
Tanzanian Royalty Exploration September 2006 - April 2014
Comshare February 1996 - February 1998
Penn Mutual June 1995 - March 1996
Merck September 1992 - March 1993
ARCO Chemical September 1991 - March 1992
Skills
Hyperion Planning, Essbase, Workspace, EAS, Statistical Modeling, Logistic Regression, ANOVA, Artificial Neural..., Knowledge-based Systems, TM1, Cubes, Star Schema, Perl, Shell Scripting, SAS, Geostatistics, Decision Trees, Predictive Modeling, Multivariate Statistics, Data Mining, Budgeting, Financial Forecasting, Hyperion, Data Integration, SQL, Business Intelligence, EPM, Business Rules, OLAP, OLAM, OBIEE, Forecasting, Analytics, Star Analytics, JMP, Tableau, Arcplan, Mathematical Geology, Financial Reporting, Budgets, Tiberius Data Mining, Hyperion Enterprise, Hyperion EPM, Business Intelligence..., Business Analysis, Master Data Management, Dashboard, Business Objects, Cognos, Security
Education
Drexel University 1990 — 1995
Bachelor of Science, Information Systems
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2012
Master's Degree, Business Intelligence Systems, 3.97
Emporia State University 2013 — 2015
Master's Degree, Physical Science - Earth Science concentration, 4.0
Emporia State University 2013 — 2015
Post-Graduate Certificate, Geospatial Analysis, 4.0
Saint Joseph's University - Erivan K. Haub School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Finance, General
Frederick Community College 2011 — 2011
Associate of Arts and Sciences (AAS), Emergency Management
Pennsbury High School 1986 — 1990
On Target Technologies, Inc. February 1998 - Present
Tanzanian Royalty Exploration September 2006 - April 2014
Comshare February 1996 - February 1998
Penn Mutual June 1995 - March 1996
Merck September 1992 - March 1993
ARCO Chemical September 1991 - March 1992
Skills
Hyperion Planning, Essbase, Workspace, EAS, Statistical Modeling, Logistic Regression, ANOVA, Artificial Neural..., Knowledge-based Systems, TM1, Cubes, Star Schema, Perl, Shell Scripting, SAS, Geostatistics, Decision Trees, Predictive Modeling, Multivariate Statistics, Data Mining, Budgeting, Financial Forecasting, Hyperion, Data Integration, SQL, Business Intelligence, EPM, Business Rules, OLAP, OLAM, OBIEE, Forecasting, Analytics, Star Analytics, JMP, Tableau, Arcplan, Mathematical Geology, Financial Reporting, Budgets, Tiberius Data Mining, Hyperion Enterprise, Hyperion EPM, Business Intelligence..., Business Analysis, Master Data Management, Dashboard, Business Objects, Cognos, Security
Education
Drexel University 1990 — 1995
Bachelor of Science, Information Systems
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2012
Master's Degree, Business Intelligence Systems, 3.97
Emporia State University 2013 — 2015
Master's Degree, Physical Science - Earth Science concentration, 4.0
Emporia State University 2013 — 2015
Post-Graduate Certificate, Geospatial Analysis, 4.0
Saint Joseph's University - Erivan K. Haub School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Finance, General
Frederick Community College 2011 — 2011
Associate of Arts and Sciences (AAS), Emergency Management
Pennsbury High School 1986 — 1990
Yus Ibrahim's Penn Mutual Experience June 2005 - May 2013
Job Sr. Analyst Derivatives
Industry Insurance
Experience
Phoenix Life Insurance Company May 2013 - Present
Penn Mutual June 2005 - May 2013
Penn Mutual April 2001 - June 2005
Penn Mutual December 1999 - April 2001
Penn Mutual March 1998 - November 1999
Skills
Insurance, Financial Reporting, Reinsurance, Accounting, General Ledger, Claim, Outlook, Internal Controls, Account Reconciliation, Microsoft Office 2007, Adobe Acrobat, PowerPoint, Microsoft Office, Cognos, TAI Reinsurance System, Claims, SQL Server Management..., Clarity, Confluence, Atlassian JIRA, Microsoft Access, Reconciliation, Word, Excel, AWD, Derivatives, PeopleSoft
Education
University of Phoenix 2004 — 2007
Master, Business Administration/Accounting
Drexel University 1995 — 1997
Bachelor of Science, Business Administration; Operations Management
MARA Community College 1993 — 1995
Diploma, Business Admin
Phoenix Life Insurance Company May 2013 - Present
Penn Mutual June 2005 - May 2013
Penn Mutual April 2001 - June 2005
Penn Mutual December 1999 - April 2001
Penn Mutual March 1998 - November 1999
Skills
Insurance, Financial Reporting, Reinsurance, Accounting, General Ledger, Claim, Outlook, Internal Controls, Account Reconciliation, Microsoft Office 2007, Adobe Acrobat, PowerPoint, Microsoft Office, Cognos, TAI Reinsurance System, Claims, SQL Server Management..., Clarity, Confluence, Atlassian JIRA, Microsoft Access, Reconciliation, Word, Excel, AWD, Derivatives, PeopleSoft
Education
University of Phoenix 2004 — 2007
Master, Business Administration/Accounting
Drexel University 1995 — 1997
Bachelor of Science, Business Administration; Operations Management
MARA Community College 1993 — 1995
Diploma, Business Admin
Meg Guard's Penn Mutual Experience April 2011 - April 2013
Job Vice President, Account Management & Support at LoanLogics
Industry Computer Software
Experience
LoanLogics, Inc. May 2015 - Present
Ascensus April 2013 - May 2015
Penn Mutual April 2011 - April 2013
Activant Solutions 2003 - April 2011
Prophet 21 / Activant Solutions 1998 - 2003
Prophet 21 / Activant Solutions 1996 - 1998
Skills
Business Analysis, Business Intelligence, SDLC, Project Management, MS Project, Crystal Reports, Report Writing, Requirements Gathering, Business Requirements, SQL, Microsoft Excel, Microsoft Office, Microsoft Word, Program Management, Process Improvement, Software Documentation, Analysis, Enterprise Software, Leadership, Professional Services, Management, CRM
Education
King's College 1988 — 1992
Bachelor of Science (BS), International Business
Archbishop Wood High School 1984 — 1988
LoanLogics, Inc. May 2015 - Present
Ascensus April 2013 - May 2015
Penn Mutual April 2011 - April 2013
Activant Solutions 2003 - April 2011
Prophet 21 / Activant Solutions 1998 - 2003
Prophet 21 / Activant Solutions 1996 - 1998
Skills
Business Analysis, Business Intelligence, SDLC, Project Management, MS Project, Crystal Reports, Report Writing, Requirements Gathering, Business Requirements, SQL, Microsoft Excel, Microsoft Office, Microsoft Word, Program Management, Process Improvement, Software Documentation, Analysis, Enterprise Software, Leadership, Professional Services, Management, CRM
Education
King's College 1988 — 1992
Bachelor of Science (BS), International Business
Archbishop Wood High School 1984 — 1988
Michelle Barry's Penn Mutual Experience November 2009 - Present
Job President & CEO at Hornor, Townsend & Kent and Vice President, Penn Mutual
Industry Financial Services
Experience
Hornor, Townsend & Kent March 2008 - Present
Penn Mutual November 2009 - Present
Hornor, Townsend & Kent, Inc August 2005 - February 2008
Ameritas Investment Corp 2000 - 2005
Salomon Smith Barney September 1995 - August 1999
Skills
Strategic Planning, Coaching, Problem Solving, Insurance, Financial Planning
Education
The American College 2007 — 2008
MSM, Leadership
Fordham University - Graduate School of Business Administration 1996 — 1998
MBA, Finance
University of Scranton 1990 — 1994
BS, Marketing
Hornor, Townsend & Kent March 2008 - Present
Penn Mutual November 2009 - Present
Hornor, Townsend & Kent, Inc August 2005 - February 2008
Ameritas Investment Corp 2000 - 2005
Salomon Smith Barney September 1995 - August 1999
Skills
Strategic Planning, Coaching, Problem Solving, Insurance, Financial Planning
Education
The American College 2007 — 2008
MSM, Leadership
Fordham University - Graduate School of Business Administration 1996 — 1998
MBA, Finance
University of Scranton 1990 — 1994
BS, Marketing
Lisbeth Lopez Little's Penn Mutual Experience January 2007 - May 2010
Job Parent Advocate
Industry Public Policy
Experience
Parent to Parent of Pennsylvania 2015 - Present
PEAC February 2015 - Present
Independent Contractor June 2010 - January 2013
Penn Mutual January 2007 - May 2010
Citizens Bank November 2003 - December 2006
Sovereign Bank July 2002 - October 2003
Northwestern Mutual Life 2001 - 2002
Skills
Insurance, Project Management, Project Planning, Life Insurance, Customer Service, Business Development, SDLC, Quality Assurance, Business Analysis, Banking, Sales, Finance, Autism advocacy, Early intervention..., Diversity & Inclusion, parent advocate, Public Speaking, Nonprofits, Social Media
Education
Holy Family University 2008 — 2010
MBA, Finance Concentration
Temple University 1995 — 1999
BBA, Double Major: International Business Admin, Business Law
Central High School of Philadelphia 1991 — 1995
Bachelor of Arts (B.A.), College Prep
Parent to Parent of Pennsylvania 2015 - Present
PEAC February 2015 - Present
Independent Contractor June 2010 - January 2013
Penn Mutual January 2007 - May 2010
Citizens Bank November 2003 - December 2006
Sovereign Bank July 2002 - October 2003
Northwestern Mutual Life 2001 - 2002
Skills
Insurance, Project Management, Project Planning, Life Insurance, Customer Service, Business Development, SDLC, Quality Assurance, Business Analysis, Banking, Sales, Finance, Autism advocacy, Early intervention..., Diversity & Inclusion, parent advocate, Public Speaking, Nonprofits, Social Media
Education
Holy Family University 2008 — 2010
MBA, Finance Concentration
Temple University 1995 — 1999
BBA, Double Major: International Business Admin, Business Law
Central High School of Philadelphia 1991 — 1995
Bachelor of Arts (B.A.), College Prep
Julianne Dager's Penn Mutual Experience May 2005 - January 2006
Job Business Analyst at UNC Healthcare
Industry Hospital & Health Care
Experience
UNC Healthcare October 2006 - Present
Penn Mutual May 2005 - January 2006
Education
Eastern University 2002 — 2006
UNC Healthcare October 2006 - Present
Penn Mutual May 2005 - January 2006
Education
Eastern University 2002 — 2006
Reidy John's Penn Mutual Experience VP Sales SupervisionHornor Townsend & Kent
Job VP Sales Supervision at Penn Mutual
Industry Financial Services
Experience
Penn Mutual VP Sales SupervisionHornor Townsend & Kent
Education
Fairleigh Dickinson University 1983 — 1987
Penn Mutual VP Sales SupervisionHornor Townsend & Kent
Education
Fairleigh Dickinson University 1983 — 1987
Jessica Cepregi's Penn Mutual Experience Internal WholesalerPrudential FinancialSeptember 2002 - November 2007
Job Internal Marketing Representative at Penn Mutual
Industry Financial Services
Experience
Penn Mutual Internal WholesalerPrudential FinancialSeptember 2002 - November 2007
Playpro January 1997 - September 2002
Education
Gwynedd-Mercy College 2007 — 2008
Business
Penn State University 1997 — 1999
Business
Abington High school 1987 — 1993
Penn Mutual Internal WholesalerPrudential FinancialSeptember 2002 - November 2007
Playpro January 1997 - September 2002
Education
Gwynedd-Mercy College 2007 — 2008
Business
Penn State University 1997 — 1999
Business
Abington High school 1987 — 1993
Paul DiGiuseppe's Penn Mutual Experience February 2006 - October 2009
Job SVP and Actuary at Maiden Reinsurance
Industry Insurance
Experience
Maiden Reinsurance November 2009 - Present
Penn Mutual February 2006 - October 2009
Ernst and Young April 2005 - February 2006
CIGNA January 1994 - April 2005
Skills
Reinsurance, Insurance, Actuarial Science, Risk Management, Underwriting, Health Insurance, Disability Insurance, Employee Benefits, Life Insurance, Property & Casualty...
Education
Drexel University 1985 — 1990
Maiden Reinsurance November 2009 - Present
Penn Mutual February 2006 - October 2009
Ernst and Young April 2005 - February 2006
CIGNA January 1994 - April 2005
Skills
Reinsurance, Insurance, Actuarial Science, Risk Management, Underwriting, Health Insurance, Disability Insurance, Employee Benefits, Life Insurance, Property & Casualty...
Education
Drexel University 1985 — 1990
shawn parker's Penn Mutual Experience November 2007 - June 2014
Job Senior Consultant / Project Manager
Industry Pharmaceuticals
Experience
IMS Health June 2014 - Present
Penn Mutual November 2007 - June 2014
Harleysville Insurance June 2005 - August 2007
Harleysville Insurance January 2003 - January 2005
Colonial Penn 1996 - 2000
Education
Saint Joseph's University 2009 — 2016
Master of Business Administration (MBA), Mba
Gwynedd Mercy University 1993 — 1995
Bachelor's, Computer and Information Sciences
IMS Health June 2014 - Present
Penn Mutual November 2007 - June 2014
Harleysville Insurance June 2005 - August 2007
Harleysville Insurance January 2003 - January 2005
Colonial Penn 1996 - 2000
Education
Saint Joseph's University 2009 — 2016
Master of Business Administration (MBA), Mba
Gwynedd Mercy University 1993 — 1995
Bachelor's, Computer and Information Sciences
Emmanuel Acquaah, ASA MAAA's Penn Mutual Experience 2010 - 2012
Job Senior Actuarial Analyst at AmeriHealth Caritas
Industry Insurance
Experience
AmeriHealth Caritas April 2015 - Present
Highmark Health August 2012 - April 2015
Penn Mutual 2010 - 2012
Winged Keel Group December 2009 - September 2010
Sightlines, LLC June 2007 - August 2008
Institute of Economic Affairs June 2006 - August 2006
Skills
Data Analysis, Actuarial Science, Insurance, Statistical Modeling, Leadership, Analysis, Research, Financial Analysis, Training, Valuation, Financial Modeling, Property & Casualty..., Business Analysis, Microsoft Excel, Microsoft Office, Risk Management, Statistics, Life Insurance, Reinsurance, Predictive Modeling, Health Insurance
Education
Illinois State University 2008 — 2010
MSc, Mathematics - Actuarial Science
Dickinson College 2003 — 2007
BSc, Mathematics, Economics
AmeriHealth Caritas April 2015 - Present
Highmark Health August 2012 - April 2015
Penn Mutual 2010 - 2012
Winged Keel Group December 2009 - September 2010
Sightlines, LLC June 2007 - August 2008
Institute of Economic Affairs June 2006 - August 2006
Skills
Data Analysis, Actuarial Science, Insurance, Statistical Modeling, Leadership, Analysis, Research, Financial Analysis, Training, Valuation, Financial Modeling, Property & Casualty..., Business Analysis, Microsoft Excel, Microsoft Office, Risk Management, Statistics, Life Insurance, Reinsurance, Predictive Modeling, Health Insurance
Education
Illinois State University 2008 — 2010
MSc, Mathematics - Actuarial Science
Dickinson College 2003 — 2007
BSc, Mathematics, Economics
Rashmikant Parmar's Penn Mutual Experience August 2008 - August 2010
Job HP Certified Test Automation Engineer (ALM,UFT) Oracle Certified Professional, Agile Scrum Master
Industry Computer Software
Experience
ADP January 2011 - Present
LoyaltyOne October 2010 - January 2011
Penn Mutual August 2008 - August 2010
Premier Inc. July 2006 - August 2008
Skills
Test Planning, Test Automation, QTP, LoadRunner, User Acceptance Testing, Performance Testing, Quality Center, Test Management, Integration Testing, Regression Testing, Agile Testing, Agile Methodologies, Software Quality..., Testing, System Testing, Test Cases, Manual Testing, SDLC, Black Box Testing, Waterfall, Quality Assurance, Visual Basic, Automation, HP Quality Center, DB2, .NET, Web Applications, Test Strategy, Software Project..., SQL, Databases, Requirements Analysis
Education
Dharmsinh Desai Institute of Technology 1994 — 1998
Bachelore of Engineering, Civil Engineering, First Class
ADP January 2011 - Present
LoyaltyOne October 2010 - January 2011
Penn Mutual August 2008 - August 2010
Premier Inc. July 2006 - August 2008
Skills
Test Planning, Test Automation, QTP, LoadRunner, User Acceptance Testing, Performance Testing, Quality Center, Test Management, Integration Testing, Regression Testing, Agile Testing, Agile Methodologies, Software Quality..., Testing, System Testing, Test Cases, Manual Testing, SDLC, Black Box Testing, Waterfall, Quality Assurance, Visual Basic, Automation, HP Quality Center, DB2, .NET, Web Applications, Test Strategy, Software Project..., SQL, Databases, Requirements Analysis
Education
Dharmsinh Desai Institute of Technology 1994 — 1998
Bachelore of Engineering, Civil Engineering, First Class
Luciana Villanueva's Penn Mutual Experience 1993 - 1997
Job Sales & Marketing
Industry Marketing and Advertising
Experience
Ensconce Design July 2004 - Present
Pet Friendly Communities September 1999 - April 2013
MEGAWINE March 2010 - November 2010
Italian Market January 2009 - December 2009
Nextel Communications 1997 - 2004
Penn Mutual 1993 - 1997
Skills
Marketing Strategy, Marketing, Event Management, Advertising, Sales, Product Management, Strategic Planning, Direct Sales, Management, Public Relations, Retail, Market Planning, Sales Operations, Leadership, Budgets, Lead Generation, Product Development, Field Marketing..., Promotions, Creative Marketing..., Business Development, New Business Development, Customer Service, Social Media Marketing, Marketing Management, Marketing Communications, Competitive Analysis
Education
Jacksonville University
BS, Business
Rollins College - Crummer Graduate School of Business
MBA, Marketing & Finance
Ensconce Design July 2004 - Present
Pet Friendly Communities September 1999 - April 2013
MEGAWINE March 2010 - November 2010
Italian Market January 2009 - December 2009
Nextel Communications 1997 - 2004
Penn Mutual 1993 - 1997
Skills
Marketing Strategy, Marketing, Event Management, Advertising, Sales, Product Management, Strategic Planning, Direct Sales, Management, Public Relations, Retail, Market Planning, Sales Operations, Leadership, Budgets, Lead Generation, Product Development, Field Marketing..., Promotions, Creative Marketing..., Business Development, New Business Development, Customer Service, Social Media Marketing, Marketing Management, Marketing Communications, Competitive Analysis
Education
Jacksonville University
BS, Business
Rollins College - Crummer Graduate School of Business
MBA, Marketing & Finance
Joseph Domin's Penn Mutual Experience May 2015 - Present
Job Scrum Master at Penn Mutual
Industry Computer Software
Experience
Penn Mutual May 2015 - Present
Siemens 1989 - Present
Cerner Corporation February 2012 - May 2015
Skills
Object Oriented Design, Software Development, Agile Project Management, Software Engineering, Software Design, Scrum, Agile Methodologies, ClearCase, Solution Architecture, Kanban, Requirements Analysis, Java, Process Improvement
Education
Drexel University 1984 — 1989
BS, Computer Science
Penn Mutual May 2015 - Present
Siemens 1989 - Present
Cerner Corporation February 2012 - May 2015
Skills
Object Oriented Design, Software Development, Agile Project Management, Software Engineering, Software Design, Scrum, Agile Methodologies, ClearCase, Solution Architecture, Kanban, Requirements Analysis, Java, Process Improvement
Education
Drexel University 1984 — 1989
BS, Computer Science
Tom Gegeckas, CISA's Penn Mutual Experience June 2011 - Present
Job IT Audit Specialist at Penn Mutual
Industry Insurance
Experience
Penn Mutual June 2011 - Present
Dow Chemical April 2009 - October 2010
Rohm and Haas June 2004 - April 2009
Skills
IT Audit, Disaster Recovery, Auditing, SAP, Data Analysis, Management, Information Technology, Active Directory, Databases, Sarbanes-Oxley, Sarbanes-Oxley Act, Risk Assessment, Access, CISA
Education
Pennsylvania State University-Great Valley Graduate Center
Certificate, Oracle
University of Phoenix
MBA, Technology Management
Drexel University - College of Business and Administration
BS, Business Administration
ISACA
Penn Mutual June 2011 - Present
Dow Chemical April 2009 - October 2010
Rohm and Haas June 2004 - April 2009
Skills
IT Audit, Disaster Recovery, Auditing, SAP, Data Analysis, Management, Information Technology, Active Directory, Databases, Sarbanes-Oxley, Sarbanes-Oxley Act, Risk Assessment, Access, CISA
Education
Pennsylvania State University-Great Valley Graduate Center
Certificate, Oracle
University of Phoenix
MBA, Technology Management
Drexel University - College of Business and Administration
BS, Business Administration
ISACA
Laura Helland's Penn Mutual Experience July 2015 - Present
Job Senior New Business Training Specialist at Penn Mutual
Industry Insurance
Experience
Penn Mutual July 2015 - Present
Penn Mutual November 2013 - July 2015
BDP International April 2011 - November 2013
BDP International July 2010 - April 2011
BDP International August 2007 - July 2010
Skills
3PL, Spanish, Freight Forwarding, Ocean, International Logistics, Freight, Logistics, Transportation, Export, Learning Management..., Employee Training, Development & delivery..., Simulation Software, Career Development..., Online Content Creation, Professional Mentoring, Leadership Development, Management
Education
Gettysburg College 2003 — 2007
Bachelor of Arts
International University Studies 2005 — 2005
Penn Mutual July 2015 - Present
Penn Mutual November 2013 - July 2015
BDP International April 2011 - November 2013
BDP International July 2010 - April 2011
BDP International August 2007 - July 2010
Skills
3PL, Spanish, Freight Forwarding, Ocean, International Logistics, Freight, Logistics, Transportation, Export, Learning Management..., Employee Training, Development & delivery..., Simulation Software, Career Development..., Online Content Creation, Professional Mentoring, Leadership Development, Management
Education
Gettysburg College 2003 — 2007
Bachelor of Arts
International University Studies 2005 — 2005
Eleanor Toewe's Penn Mutual Experience 1982 - 1987
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Keystone Mercy Health Plan 1999 - 2008
Penn Mutual 1982 - 1987
Education
Drexel University - LeBow College of Business 1974 — 1979
MBA, Accounting, Law
Drexel University - LeBow College of Business 1966 — 1970
BS, ACCOUNTING, RETAIL
Keystone Mercy Health Plan 1999 - 2008
Penn Mutual 1982 - 1987
Education
Drexel University - LeBow College of Business 1974 — 1979
MBA, Accounting, Law
Drexel University - LeBow College of Business 1966 — 1970
BS, ACCOUNTING, RETAIL
Ray Caucci's Penn Mutual Experience June 2014 - Present
Job Senior Vice President, Product Management, Underwriting, & Advanced Sales at Penn Mutual
Industry Insurance
Experience
Penn Mutual June 2014 - Present
Penn Mutual May 2013 - June 2014
Penn Mutual September 2010 - May 2013
Penn Mutual February 2009 - September 2010
Penn Mutual October 2007 - February 2009
Skills
Product Management, Product Development, Variable Annuities, Life Insurance, Management, Pricing, Actuarial Science, Reinsurance, Insurance, Fixed Annuities, Retirement, ALM, Underwriting, Risk Management
Education
University of Pennsylvania - The Wharton School 1984 — 1986
BSE, Actuarial Science
Elizabethtown College 1982 — 1984
Mathematics
Penn Mutual June 2014 - Present
Penn Mutual May 2013 - June 2014
Penn Mutual September 2010 - May 2013
Penn Mutual February 2009 - September 2010
Penn Mutual October 2007 - February 2009
Skills
Product Management, Product Development, Variable Annuities, Life Insurance, Management, Pricing, Actuarial Science, Reinsurance, Insurance, Fixed Annuities, Retirement, ALM, Underwriting, Risk Management
Education
University of Pennsylvania - The Wharton School 1984 — 1986
BSE, Actuarial Science
Elizabethtown College 1982 — 1984
Mathematics
Pam Dungan's Penn Mutual Experience June 2006 - September 2013
Job Certified Public Accountant
Industry Accounting
Experience
Reckner May 2014 - Present
Dollar Financial Group December 2013 - May 2014
Penn Mutual June 2006 - September 2013
Talk America 2004 - 2006
Deloitte and Touche October 2001 - December 2003
Skills
Internal Controls, Financial Reporting, Insurance, Financial Analysis, GAAP, Accounting, Auditing, Account Reconciliation, US GAAP, Accounts Payable, Financial Statements, SEC filings, Internal Audit
Education
Franklin & Marshall College 1997 — 2001
BA, Accounting and Finance
Council Rock High School 1993 — 1997
Reckner May 2014 - Present
Dollar Financial Group December 2013 - May 2014
Penn Mutual June 2006 - September 2013
Talk America 2004 - 2006
Deloitte and Touche October 2001 - December 2003
Skills
Internal Controls, Financial Reporting, Insurance, Financial Analysis, GAAP, Accounting, Auditing, Account Reconciliation, US GAAP, Accounts Payable, Financial Statements, SEC filings, Internal Audit
Education
Franklin & Marshall College 1997 — 2001
BA, Accounting and Finance
Council Rock High School 1993 — 1997
Peter Rossi's Penn Mutual Experience July 2009 - December 2009
Job Operations Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2013 - Present
Tocqueville Asset Management February 2012 - June 2013
Ellucian (Previously SunGard Higher Education) January 2010 - February 2012
Penn Mutual July 2009 - December 2009
McNeil Consumer & Specialty Pharmaceuticals September 2007 - March 2008
Lockheed Martin October 2006 - April 2007
Skills
Analysis, Research, CRM, Financial Analysis, Competitive Analysis, Microsoft Excel, Sales Support Tools, Relationship Management, Banking Relationships, Business Development, Finance, Management, Microsoft Office, Sales, Strategy, PowerPoint
Education
Drexel University - College of Business and Administration 2004 — 2009
Bachelor of Science, Business Administration
Neuberger Berman July 2013 - Present
Tocqueville Asset Management February 2012 - June 2013
Ellucian (Previously SunGard Higher Education) January 2010 - February 2012
Penn Mutual July 2009 - December 2009
McNeil Consumer & Specialty Pharmaceuticals September 2007 - March 2008
Lockheed Martin October 2006 - April 2007
Skills
Analysis, Research, CRM, Financial Analysis, Competitive Analysis, Microsoft Excel, Sales Support Tools, Relationship Management, Banking Relationships, Business Development, Finance, Management, Microsoft Office, Sales, Strategy, PowerPoint
Education
Drexel University - College of Business and Administration 2004 — 2009
Bachelor of Science, Business Administration
Bradley Heinze's Penn Mutual Experience May 2006 - October 2010
Job Vice President & Actuary at Prudential Financial
Industry Insurance
Experience
Prudential Financial September 2010 - Present
Penn Mutual May 2006 - October 2010
Towers Perrin December 2002 - May 2006
Skills
Actuarial Science, ALM, Fixed Annuities, Life Insurance, Insurance, Reinsurance, Enterprise Risk..., Variable Annuities, Economic Capital, Defined Benefit, Risk Management, Solvency II, Financial Risk, Investments, Financial Modeling, Actuarial Consulting, Valuation, Financial Analysis
Education
Emory University - Goizueta Business School 1998 — 2002
BBA, Finance, Consulting
Prudential Financial September 2010 - Present
Penn Mutual May 2006 - October 2010
Towers Perrin December 2002 - May 2006
Skills
Actuarial Science, ALM, Fixed Annuities, Life Insurance, Insurance, Reinsurance, Enterprise Risk..., Variable Annuities, Economic Capital, Defined Benefit, Risk Management, Solvency II, Financial Risk, Investments, Financial Modeling, Actuarial Consulting, Valuation, Financial Analysis
Education
Emory University - Goizueta Business School 1998 — 2002
BBA, Finance, Consulting
Jerett Wingrove's Penn Mutual Experience 2013 - 2013
Job Insurance Broker at Green Cross Insurance
Industry Insurance
Experience
Green Cross Insurance September 2013 - Present
Clear Choice Insurance January 2011 - Present
Penn Mutual 2013 - 2013
Moonshadow Spas January 1999 - January 2011
Skills
Health Insurance, Life Insurance, Term Life Insurance, Supplemental Health, Disability Insurance, Health Education, Healthcare Consulting, Employee Training, Hot Tubs, Electricians, Outdoor Kitchens, Operations Management, Sales, Sales Operations, Sales Presentations, Management Consulting, Sales Management, Project Management, Negotiation, Construction Management, Customer Service, Contractors, Project Planning, Strategic Planning, Budgets, Microsoft Word, Construction, Certified Pool Operator, Microsoft Office, Microsoft Excel, Universal Life, Whole Life, Long Term Care Insurance, Accident, Critical Illness, Health Savings Accounts, Business Planning, Brokers, Insurance Brokerage, Employee Benefits, Medicare, Property, Retirement, Retirement Planning, Training, Management, Medicare Part D, Medicare Advantage, Affordable Care Act
Education
Cypress College 2009 — 2020
Business Administration
Green Cross Insurance September 2013 - Present
Clear Choice Insurance January 2011 - Present
Penn Mutual 2013 - 2013
Moonshadow Spas January 1999 - January 2011
Skills
Health Insurance, Life Insurance, Term Life Insurance, Supplemental Health, Disability Insurance, Health Education, Healthcare Consulting, Employee Training, Hot Tubs, Electricians, Outdoor Kitchens, Operations Management, Sales, Sales Operations, Sales Presentations, Management Consulting, Sales Management, Project Management, Negotiation, Construction Management, Customer Service, Contractors, Project Planning, Strategic Planning, Budgets, Microsoft Word, Construction, Certified Pool Operator, Microsoft Office, Microsoft Excel, Universal Life, Whole Life, Long Term Care Insurance, Accident, Critical Illness, Health Savings Accounts, Business Planning, Brokers, Insurance Brokerage, Employee Benefits, Medicare, Property, Retirement, Retirement Planning, Training, Management, Medicare Part D, Medicare Advantage, Affordable Care Act
Education
Cypress College 2009 — 2020
Business Administration
Warren Toyberg's Penn Mutual Experience January 2008 - January 2011
Job Build Engineer at eBay Enterprise
Industry Information Technology and Services
Experience
eBay Enterprise December 2010 - Present
Penn Mutual January 2008 - January 2011
Merck September 2000 - August 2007
MERANT, (previously Intersolv ) January 1997 - January 2000
Accenture January 1996 - January 1997
ADP January 1993 - January 1996
Skills
Automation, Testing, Software Configuration..., Scripting, Configuration Management, Release Management, Perl, SDLC, Ant, Linux, JIRA, Unix, Subversion, Requirements Analysis, Shell Scripting, Quality Assurance, Solaris, SQL, XML, ClearCase, Tomcat, Apache, Scrum, Agile Methodologies, Servers, Web Applications, Software Engineering, Software Development, PL/SQL, Confluence, Continuous Integration, Unix Shell Scripting, Atlassian JIRA, Maven, Databases, CVS, Weblogic
Education
THE CHUBB INSTITUTE 1992 — 1993
Diploma, Computer Programming
Fairleigh Dickinson University
B.S, Psychology
eBay Enterprise December 2010 - Present
Penn Mutual January 2008 - January 2011
Merck September 2000 - August 2007
MERANT, (previously Intersolv ) January 1997 - January 2000
Accenture January 1996 - January 1997
ADP January 1993 - January 1996
Skills
Automation, Testing, Software Configuration..., Scripting, Configuration Management, Release Management, Perl, SDLC, Ant, Linux, JIRA, Unix, Subversion, Requirements Analysis, Shell Scripting, Quality Assurance, Solaris, SQL, XML, ClearCase, Tomcat, Apache, Scrum, Agile Methodologies, Servers, Web Applications, Software Engineering, Software Development, PL/SQL, Confluence, Continuous Integration, Unix Shell Scripting, Atlassian JIRA, Maven, Databases, CVS, Weblogic
Education
THE CHUBB INSTITUTE 1992 — 1993
Diploma, Computer Programming
Fairleigh Dickinson University
B.S, Psychology
Rosemary Myers's Penn Mutual Experience September 1977 - September 1986
Job Independent Apparel & Fashion Professional
Industry Apparel & Fashion
Experience
Jones Apparel 1996 - 2004
Franklin Mint 1986 - 1996
Penn Mutual September 1977 - September 1986
Penn Mutual September 1977 - September 1986
Skills
Business Analysis, Business Intelligence, E-commerce, Process Improvement, Project Management, Team Building, Vendor Management
Education
Drexel University - LeBow College of Business 1964 — 1969
BS, Computers
Academy of the Holy Child 1960 — 1964
HS
Jones Apparel 1996 - 2004
Franklin Mint 1986 - 1996
Penn Mutual September 1977 - September 1986
Penn Mutual September 1977 - September 1986
Skills
Business Analysis, Business Intelligence, E-commerce, Process Improvement, Project Management, Team Building, Vendor Management
Education
Drexel University - LeBow College of Business 1964 — 1969
BS, Computers
Academy of the Holy Child 1960 — 1964
HS
James Maley's Penn Mutual Experience August 2006 - Present
Job Regional Marketing Director at Penn Mutual
Industry Insurance
Experience
Penn Mutual August 2006 - Present
Penn Mutual August 2006 - August 2012
Skills
Life Insurance, Fixed Annuities, Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Long-term Care, Estate Planning, Retirement, Health Insurance, Series 6, Series 63, Series 65, Series 24, Series 7, ChFC, CLU
Education
Governors State University 1988 — 1990
Bachelor of Business Administration (BBA)
Eastern Illinois University 1988 — 1988
Penn Mutual August 2006 - Present
Penn Mutual August 2006 - August 2012
Skills
Life Insurance, Fixed Annuities, Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Long-term Care, Estate Planning, Retirement, Health Insurance, Series 6, Series 63, Series 65, Series 24, Series 7, ChFC, CLU
Education
Governors State University 1988 — 1990
Bachelor of Business Administration (BBA)
Eastern Illinois University 1988 — 1988
Joseph A. Lorusso's Penn Mutual Experience 1982 - 1984
Job President and Founder of SFA, Inc. established 1993
Industry Investment Management
Experience
CCS MCA, LLC December 2014 - Present
CCSC January 2014 - Present
Structured Finance Advisors, Inc. June 1993 - Present
CIGNA Healthcare 1988 - 1993
Connecticut Mutual/ Mass Mutual 1984 - 1988
Penn Mutual 1982 - 1984
NYC Office of Management and Budget 1979 - 1981
Skills
Private Placements, Capital, Bonds, Debt, Investment Banking, Equities, Valuation, Insurance, Structured Finance, Private Equity, Due Diligence, Venture Capital, Financial Analysis, Start-ups, Capital Markets, Real Estate, Structuring, Alternative Investments, Hedge Funds, Investments, Fixed Income, Portfolio Management, Financial Structuring, Bloomberg, ABL, Factoring, Commercial Finance
Education
Drexel University 1981 — 1982
MBA, Finance
Merrimack College 1975 — 1979
BS, Economics
Bishop Ford HS Brooklyn NY 1971 — 1975
CCS MCA, LLC December 2014 - Present
CCSC January 2014 - Present
Structured Finance Advisors, Inc. June 1993 - Present
CIGNA Healthcare 1988 - 1993
Connecticut Mutual/ Mass Mutual 1984 - 1988
Penn Mutual 1982 - 1984
NYC Office of Management and Budget 1979 - 1981
Skills
Private Placements, Capital, Bonds, Debt, Investment Banking, Equities, Valuation, Insurance, Structured Finance, Private Equity, Due Diligence, Venture Capital, Financial Analysis, Start-ups, Capital Markets, Real Estate, Structuring, Alternative Investments, Hedge Funds, Investments, Fixed Income, Portfolio Management, Financial Structuring, Bloomberg, ABL, Factoring, Commercial Finance
Education
Drexel University 1981 — 1982
MBA, Finance
Merrimack College 1975 — 1979
BS, Economics
Bishop Ford HS Brooklyn NY 1971 — 1975
Blake Mallonee's Penn Mutual Experience September 2011 - March 2013
Job Financial Services
Industry Financial Services
Experience
Cavalier Associates Insurance Services April 2013 - Present
Penn Mutual September 2011 - March 2013
Financial Independence Group July 2009 - September 2011
2004-2009 Cavalier Associates, LLC May 2005 - May 2009
2004-2005 Bank of America January 2004 - January 2005
Skills
Insurance, Wealth Management, Underwriting, Financial Services, Financial Planners, Marketing, Wealth, Marketing Strategy, New Business Development, Fixed Annuities, Life Insurance, Financial Advisory, Retirement, Retirement Planning, Disability Insurance
Education
Florida State University 2000 — 2004
Bachelor's degree, Marketing
Cavalier Associates Insurance Services April 2013 - Present
Penn Mutual September 2011 - March 2013
Financial Independence Group July 2009 - September 2011
2004-2009 Cavalier Associates, LLC May 2005 - May 2009
2004-2005 Bank of America January 2004 - January 2005
Skills
Insurance, Wealth Management, Underwriting, Financial Services, Financial Planners, Marketing, Wealth, Marketing Strategy, New Business Development, Fixed Annuities, Life Insurance, Financial Advisory, Retirement, Retirement Planning, Disability Insurance
Education
Florida State University 2000 — 2004
Bachelor's degree, Marketing
Chris Salamon's Penn Mutual Experience April 2002 - March 2004
Job Regional Vice President at Protective Life and Annuity
Industry Insurance
Experience
Protective Life and Annuity July 2013 - Present
AVIVA USA July 2011 - July 2013
Crump October 2006 - June 2011
MetLife July 2004 - October 2006
Penn Mutual April 2002 - March 2004
Rivnet, Inc. April 2001 - December 2001
Hartford Life December 1997 - April 2001
Prudential Financial May 1995 - December 1997
Skills
Insurance, Product Management, Product Marketing, Life Insurance, Marketing, Management, Product Development, Sales, Business Planning, Team Building, Leadership, Recruiting, Negotiation, Fixed Annuities, Sales Process, Underwriting, Disability Insurance, Retirement, Term Life Insurance, Long-term Care, Series 6, Employee Benefits, Retirement Planning
Education
DePauw University 1989 — 1993
Bachelor of Arts (B.A.), Business and Politics
Protective Life and Annuity July 2013 - Present
AVIVA USA July 2011 - July 2013
Crump October 2006 - June 2011
MetLife July 2004 - October 2006
Penn Mutual April 2002 - March 2004
Rivnet, Inc. April 2001 - December 2001
Hartford Life December 1997 - April 2001
Prudential Financial May 1995 - December 1997
Skills
Insurance, Product Management, Product Marketing, Life Insurance, Marketing, Management, Product Development, Sales, Business Planning, Team Building, Leadership, Recruiting, Negotiation, Fixed Annuities, Sales Process, Underwriting, Disability Insurance, Retirement, Term Life Insurance, Long-term Care, Series 6, Employee Benefits, Retirement Planning
Education
DePauw University 1989 — 1993
Bachelor of Arts (B.A.), Business and Politics
Josie Hagel's Penn Mutual Experience March 2009 - January 2013
Job Director of Quality Management at CCDH, Inc.
Industry Nonprofit Organization Management
Experience
Penn Mutual March 2009 - January 2013
Global Solutions Network LLC July 2005 - March 2009
John Hancock South FL Agency March 2003 - July 2005
AXA Advisors August 1991 - March 2003
Skills
Operations Management, Compliance, Organization, Office Management, Office Administration, Customer Service, Life Insurance, Outlook
Education
Florida International University
MBA, Business Administration and Management, General
University of New Hampshire
BS, Business Administration
University of New Hampshire - Whittemore School of Business and Economics
Penn Mutual March 2009 - January 2013
Global Solutions Network LLC July 2005 - March 2009
John Hancock South FL Agency March 2003 - July 2005
AXA Advisors August 1991 - March 2003
Skills
Operations Management, Compliance, Organization, Office Management, Office Administration, Customer Service, Life Insurance, Outlook
Education
Florida International University
MBA, Business Administration and Management, General
University of New Hampshire
BS, Business Administration
University of New Hampshire - Whittemore School of Business and Economics
Jenna (Galloway) Siville's Penn Mutual Experience November 2014 - Present
Job Senior Financial Accounting Analyst at Penn Mutual
Industry Accounting
Experience
Penn Mutual November 2014 - Present
Penn Mutual April 2012 - November 2014
PricewaterhouseCoopers August 2006 - March 2012
Skills
Internal Controls, Sarbanes-Oxley Act, GAAP, Internal Audit, Auditing, External Audit, Financial Analysis, US GAAP, Assurance
Education
James Madison University 2002 — 2006
Bachelors of Business Administration, Accounting
Penn Mutual November 2014 - Present
Penn Mutual April 2012 - November 2014
PricewaterhouseCoopers August 2006 - March 2012
Skills
Internal Controls, Sarbanes-Oxley Act, GAAP, Internal Audit, Auditing, External Audit, Financial Analysis, US GAAP, Assurance
Education
James Madison University 2002 — 2006
Bachelors of Business Administration, Accounting
Karen Loudenslager's Penn Mutual Experience January 1989 - January 1994
Job TRICARE Beneficiary Service Representative at MEDPROTECT/SAIC
Industry Medical Devices
Experience
MEDPROTECT/SAIC May 2013 - Present
PHOTOMEDEX Corporate Office December 2008 - Present
PENN MUTUAL LIFE INSURANCE COMPANY January 1987 - January 2008
Penn Mutual January 1989 - January 1994
Penn Mutual January 1987 - January 1989
Skills
Healthcare, Employee Benefits, Hospitals, CPT, Team Leadership, Insurance, Medical Coding, Managed Care, Data Entry, Policy, Training, Health Insurance, HIPAA, Customer Service, Sales, Medical Billing
Education
DeVry University 2008 — 2011
Associate of Applied Science, Health Information Technology
Delaware Valley School of Medical Assistant 1988 — 1989
Certificate, Medical/Clinical Assistant
MEDPROTECT/SAIC May 2013 - Present
PHOTOMEDEX Corporate Office December 2008 - Present
PENN MUTUAL LIFE INSURANCE COMPANY January 1987 - January 2008
Penn Mutual January 1989 - January 1994
Penn Mutual January 1987 - January 1989
Skills
Healthcare, Employee Benefits, Hospitals, CPT, Team Leadership, Insurance, Medical Coding, Managed Care, Data Entry, Policy, Training, Health Insurance, HIPAA, Customer Service, Sales, Medical Billing
Education
DeVry University 2008 — 2011
Associate of Applied Science, Health Information Technology
Delaware Valley School of Medical Assistant 1988 — 1989
Certificate, Medical/Clinical Assistant
Susan Hahn Siegfried's Penn Mutual Experience 1977 - 1981
Job Information Technology Risk/Audit and Project Management
Industry Information Technology and Services
Experience
Jefferson Wells 2003 - 2010
Cybertech 2002 - 2003
Towers Perrin 2000 - 2002
CIGNA 1989 - 2000
Philadelphia Stock Exchange 1987 - 1989
Conrail 1981 - 1986
Penn Mutual 1977 - 1981
Education
Drexel University 1997 — 2000
MS, Information Systems
Rowan University 1973 — 1977
BA, Accounting
Jefferson Wells 2003 - 2010
Cybertech 2002 - 2003
Towers Perrin 2000 - 2002
CIGNA 1989 - 2000
Philadelphia Stock Exchange 1987 - 1989
Conrail 1981 - 1986
Penn Mutual 1977 - 1981
Education
Drexel University 1997 — 2000
MS, Information Systems
Rowan University 1973 — 1977
BA, Accounting
Jerry Derstein's Penn Mutual Experience February 1964 - February 1969
Job Accounting Professional
Industry Accounting
Experience
Presidio Networked Solutions 2000 - 2009
Moore Products Co/Siemens February 1969 - December 2000
Penn Mutual February 1964 - February 1969
Skills
Account Reconciliation, General Ledger, QuickBooks, Accounts Payable, Accounting, Financial Reporting, Accounts Receivable, Financial Statements, GAAP, Great Plains Software, Bank Reconciliation, Internal Controls
Education
Drexel University 1965 — 1971
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Peirce College 1961 — 1964
Associate of Science (A.S.), Accounting and Finance
Presidio Networked Solutions 2000 - 2009
Moore Products Co/Siemens February 1969 - December 2000
Penn Mutual February 1964 - February 1969
Skills
Account Reconciliation, General Ledger, QuickBooks, Accounts Payable, Accounting, Financial Reporting, Accounts Receivable, Financial Statements, GAAP, Great Plains Software, Bank Reconciliation, Internal Controls
Education
Drexel University 1965 — 1971
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Peirce College 1961 — 1964
Associate of Science (A.S.), Accounting and Finance
John Stake's Penn Mutual Experience March 2008 - October 2008
Job Fund Investment Team Investment Director at Hamilton Lane
Industry Investment Management
Experience
Hamilton Lane April 2015 - Present
Hamilton Lane April 2013 - March 2015
Hamilton Lane April 2012 - March 2013
Hamilton Lane September 2011 - March 2012
Hamilton Lane December 2009 - September 2011
Hamilton Lane March 2009 - December 2009
Penn Mutual March 2008 - October 2008
Susquehanna International Group, LLP (SIG) March 2007 - March 2008
Skills
Valuation, Alternative Investments, Due Diligence, Private Equity, Financial Modeling, Equities, Bloomberg, Investments, Asset Management, Portfolio Management, Fund Of Funds, Fixed Income, Venture Capital, Financial Analysis, Investment Management, Corporate Finance, LBO, Investment Banking, Analysis, Equity Research
Education
Drexel University 2005 — 2009
Bachelor of Science (BS), Mathematics
Hamilton Lane April 2015 - Present
Hamilton Lane April 2013 - March 2015
Hamilton Lane April 2012 - March 2013
Hamilton Lane September 2011 - March 2012
Hamilton Lane December 2009 - September 2011
Hamilton Lane March 2009 - December 2009
Penn Mutual March 2008 - October 2008
Susquehanna International Group, LLP (SIG) March 2007 - March 2008
Skills
Valuation, Alternative Investments, Due Diligence, Private Equity, Financial Modeling, Equities, Bloomberg, Investments, Asset Management, Portfolio Management, Fund Of Funds, Fixed Income, Venture Capital, Financial Analysis, Investment Management, Corporate Finance, LBO, Investment Banking, Analysis, Equity Research
Education
Drexel University 2005 — 2009
Bachelor of Science (BS), Mathematics
Pam Sills's Penn Mutual Experience March 1994 - March 1999
Job Designer at psdesignstudio
Industry Graphic Design
Experience
psdesignstudio March 2010 - Present
The Vanguard Group March 1999 - October 2004
Penn Mutual March 1994 - March 1999
Skills
Illustrator, Typography, Graphics
Education
Kutztown University of Pennsylvania 1985 — 1989
BFA, Finer Arts
psdesignstudio March 2010 - Present
The Vanguard Group March 1999 - October 2004
Penn Mutual March 1994 - March 1999
Skills
Illustrator, Typography, Graphics
Education
Kutztown University of Pennsylvania 1985 — 1989
BFA, Finer Arts
Daniel Dyer's Penn Mutual Experience 2013 - Present
Job Independent Insurance Agent
Industry Insurance
Experience
Penn Mutual 2013 - Present
Self Employed April 2012 - Present
New York Life Insurance Company September 2011 - April 2012
State Farm Insurance June 2009 - August 2011
Dave Hildenbrand for State Senate 2010 - 2010
Skills
Licensed Property &..., Licensed Life & Health..., Property & Casualty..., Life Insurance, Long Term Care Insurance, Homeowners, Insurance
Education
Cornerstone University 2005 — 2010
Bachelor of Arts (BA), History
Penn Mutual 2013 - Present
Self Employed April 2012 - Present
New York Life Insurance Company September 2011 - April 2012
State Farm Insurance June 2009 - August 2011
Dave Hildenbrand for State Senate 2010 - 2010
Skills
Licensed Property &..., Licensed Life & Health..., Property & Casualty..., Life Insurance, Long Term Care Insurance, Homeowners, Insurance
Education
Cornerstone University 2005 — 2010
Bachelor of Arts (BA), History
Sylvester Muller's Penn Mutual Experience 2012 - April 2013
Job President of the Tampa Bay Spearfishing Club
Industry Insurance
Experience
Penn Mutual 2012 - April 2013
The Guardian Life Insurance Company of America 2009 - 2011
New York Life 2001 - 2010
Skills
LUTCF, Financial Advisory
Education
Eastern Illinois University 1991 — 1996
Bachelor of Science (BS), Environmental Biology
Penn Mutual 2012 - April 2013
The Guardian Life Insurance Company of America 2009 - 2011
New York Life 2001 - 2010
Skills
LUTCF, Financial Advisory
Education
Eastern Illinois University 1991 — 1996
Bachelor of Science (BS), Environmental Biology
Anne Sieck's Penn Mutual Experience 1983 - 1986
Job Manager at Royal FItness
Industry Health, Wellness and Fitness
Experience
Royal FItness March 1986 - Present
Penn Mutual 1983 - 1986
PwC September 1979 - 1982
Skills
Customer Service, Financial Reporting, Accounting, Public Speaking
Education
Elizabethtown College 1975 — 1979
Bachelor of Science (B.S.), Accounting
Palmyra Area High School 1971 — 1975
High School Diploma
Royal FItness March 1986 - Present
Penn Mutual 1983 - 1986
PwC September 1979 - 1982
Skills
Customer Service, Financial Reporting, Accounting, Public Speaking
Education
Elizabethtown College 1975 — 1979
Bachelor of Science (B.S.), Accounting
Palmyra Area High School 1971 — 1975
High School Diploma
Linda Farrell's Penn Mutual Experience 1997 - 1999
Job Marketing Communications Professional
Industry Marketing and Advertising
Experience
Aberdeen Asset Management 2007 - 2013
Gartmore 2006 - 2007
Gartmore 2003 - 2006
Gartmore 1999 - 2003
Penn Mutual 1997 - 1999
Skills
Portfolio Management, Marketing Communications, Asset Management, Emerging Markets, Mutual Funds, Asset Allocation
Education
Fairfield University
Bachelor's Degree, Marketing
Aberdeen Asset Management 2007 - 2013
Gartmore 2006 - 2007
Gartmore 2003 - 2006
Gartmore 1999 - 2003
Penn Mutual 1997 - 1999
Skills
Portfolio Management, Marketing Communications, Asset Management, Emerging Markets, Mutual Funds, Asset Allocation
Education
Fairfield University
Bachelor's Degree, Marketing
MetLife
AXA Equitable
Prudential
Protective Life
Metropolitan Life Insurance Company
American National Insurance
Torchmark Corporation
Met Life