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,
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Penn Mutual Employees
Employee
Years
Job
Industry
Rachel Karp Rachel Karp's Penn Mutual Experience 2012 - 2013
Job Meeting and Event Planner
Industry Events Services
Experience
Care for the Cure Foundation September 2014 - Present
Education Management Solutions December 2013 - Present
Penn Mutual 2012 - 2013
Hyatt Hotels Corporation 2010 - 2012
Hyatt Hotels Corporation 2008 - 2010
Skills
Event Management, Event Planning, Meeting Planning, Marketing, Hospitality Management, Hotels, Customer Service, Marketing Communications, Convention Services, Trade Shows, Building Relationships, Microsoft Office, Hotel Management, Conference Coordination, Incentive Programs, Market Research, Yammer, Office 365, Nonprofits, Non-profit Volunteering, Youth Development, Yoga Instruction, Children's Yoga, Photoshop, MailChimp, Non-profit Leadership, Fundraising, Sponsorship Management, Volunteer Recruiting, Social Media Marketing
Education
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Hotel, Restaurant, Institutional Management
Care for the Cure Foundation September 2014 - Present
Education Management Solutions December 2013 - Present
Penn Mutual 2012 - 2013
Hyatt Hotels Corporation 2010 - 2012
Hyatt Hotels Corporation 2008 - 2010
Skills
Event Management, Event Planning, Meeting Planning, Marketing, Hospitality Management, Hotels, Customer Service, Marketing Communications, Convention Services, Trade Shows, Building Relationships, Microsoft Office, Hotel Management, Conference Coordination, Incentive Programs, Market Research, Yammer, Office 365, Nonprofits, Non-profit Volunteering, Youth Development, Yoga Instruction, Children's Yoga, Photoshop, MailChimp, Non-profit Leadership, Fundraising, Sponsorship Management, Volunteer Recruiting, Social Media Marketing
Education
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Hotel, Restaurant, Institutional Management
Cris Adams Cris Adams's Penn Mutual Experience June 2011 - July 2014
Job Financial Software Platform Specialist
Industry Financial Services
Experience
Interactive Advisory Software July 2015 - Present
MetLife - Cranford Agency October 2014 - May 2015
Penn Mutual June 2011 - July 2014
Penn Mutual May 2007 - June 2011
Sovereign Bank May 2005 - April 2007
Skills
Insurance, Life Insurance, Series 7, Series 63, Training, Investments, Finance, Mutual Funds, Securities, Financial Services, Investment Strategies, Troubleshooting, Management, CRM, Portfolio Management, Retirement Planning, Risk Management, Leadership, Relationship Management, Wealth Management, Business Analysis, Vendor Management, Sales
Education
Ocean County College 1997 — 2000
Associate's Degree, Criminal Justice
Richard Stockton College of New Jersey
Criminal Justice/Police Science
Interactive Advisory Software July 2015 - Present
MetLife - Cranford Agency October 2014 - May 2015
Penn Mutual June 2011 - July 2014
Penn Mutual May 2007 - June 2011
Sovereign Bank May 2005 - April 2007
Skills
Insurance, Life Insurance, Series 7, Series 63, Training, Investments, Finance, Mutual Funds, Securities, Financial Services, Investment Strategies, Troubleshooting, Management, CRM, Portfolio Management, Retirement Planning, Risk Management, Leadership, Relationship Management, Wealth Management, Business Analysis, Vendor Management, Sales
Education
Ocean County College 1997 — 2000
Associate's Degree, Criminal Justice
Richard Stockton College of New Jersey
Criminal Justice/Police Science
Donald A. Zeledon, Jr. Donald A. Zeledon, Jr.'s Penn Mutual Experience March 1994 - February 1999
Job Donald A. Zeledon, Jr. Insurance Services, LLC. Life, Health and Disability Insurance Avondale, Arizona 85392
Industry Insurance
Experience
Donald A. Zeledon, Jr. Insurance Services - Life, Health and Disability Insurance July 2011 - Present
New Image Auto Glass Inc. September 2002 - June 2011
Independent Financial Network December 2001 - January 2004
The MONY Group October 2001 - November 2001
New York Life Insurance Company March 1999 - September 2001
Penn Mutual March 1994 - February 1999
Penn Mutual March 1991 - February 1994
Sun Life Financial of Canada (UK) February 1988 - February 1991
Skills
Insurance, Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Risk Management, Project Management, Business Analysis, Microsoft Word, Health Insurance, Process Improvement, Underwriting, Change Management, Commercial Insurance, Sales, New Business Development, Sales Management, Team Building, Life Insurance
Education
Northern Arizona University, College of Business Administration 1984 — 1987
Bachelor's degree, Business, Management, Marketing, and Related Support Services, GPA: 3.5
Yavapai College 1982 — 1984
Business, Management, Marketing, and Related Support Services
William Howard Taft University 1979 — 1982
Business, Management, Marketing, and Related Support Services
Viewpoint 1970 — 1980
Private School, Organizational Communication, General, 3.5
Donald A. Zeledon, Jr. Insurance Services - Life, Health and Disability Insurance July 2011 - Present
New Image Auto Glass Inc. September 2002 - June 2011
Independent Financial Network December 2001 - January 2004
The MONY Group October 2001 - November 2001
New York Life Insurance Company March 1999 - September 2001
Penn Mutual March 1994 - February 1999
Penn Mutual March 1991 - February 1994
Sun Life Financial of Canada (UK) February 1988 - February 1991
Skills
Insurance, Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Risk Management, Project Management, Business Analysis, Microsoft Word, Health Insurance, Process Improvement, Underwriting, Change Management, Commercial Insurance, Sales, New Business Development, Sales Management, Team Building, Life Insurance
Education
Northern Arizona University, College of Business Administration 1984 — 1987
Bachelor's degree, Business, Management, Marketing, and Related Support Services, GPA: 3.5
Yavapai College 1982 — 1984
Business, Management, Marketing, and Related Support Services
William Howard Taft University 1979 — 1982
Business, Management, Marketing, and Related Support Services
Viewpoint 1970 — 1980
Private School, Organizational Communication, General, 3.5
Ashley Sykes Ashley Sykes's Penn Mutual Experience 2011 - 2011
Job Intern/Student Assistant, Study Abroad Office at Philadelphia University
Industry International Affairs
Experience
Philadelphia University June 2014 - Present
Penn Mutual 2011 - 2011
Penn Mutual 2011 - 2011
Penn Mutual 2011 - 2011
Penn Mutual 2011 - 2011
Skills
Editing, Public Speaking, Spanish, French, Research, Facebook
Education
Lebanon Valley College 2011 — 2014
Bachelor's Degree, International Relations and Affairs
Universit
French Language and Literature
Philadelphia University June 2014 - Present
Penn Mutual 2011 - 2011
Penn Mutual 2011 - 2011
Penn Mutual 2011 - 2011
Penn Mutual 2011 - 2011
Skills
Editing, Public Speaking, Spanish, French, Research, Facebook
Education
Lebanon Valley College 2011 — 2014
Bachelor's Degree, International Relations and Affairs
Universit
French Language and Literature
Gregory Winsper Gregory Winsper's Penn Mutual Experience December 2009 - July 2014
Job President
Industry Financial Services
Experience
Empire Wealth Strategies July 2014 - Present
Penn Mutual December 2009 - July 2014
Make It Happen! May 2009 - January 2010
Global Association of Risk Professionals April 2007 - March 2009
Ryan Beck & Co. May 2006 - April 2007
AXA Financial September 2001 - September 2005
AXA July 1995 - September 2001
AXA Financial July 1986 - July 1995
Skills
Marketing, Management, Leadership, Marketing Communications, Business Development, Integrated Marketing, Marketing Strategy, Strategic Planning, Strategy, Business Strategy, Program Management, Business Planning, Executive Management, Product Marketing, Leadership Development, Team Building, Public Speaking, Creative Marketing..., Relationship Marketing, Coaching
Education
Pace University - Lubin School of Business 1993 — 1998
MBA, Strategic Management
Providence College 1982 — 1986
BA, History
Northwestern University - Kellogg School of Management
Executive Program
Wharton School of Business
Executive Program
Empire Wealth Strategies July 2014 - Present
Penn Mutual December 2009 - July 2014
Make It Happen! May 2009 - January 2010
Global Association of Risk Professionals April 2007 - March 2009
Ryan Beck & Co. May 2006 - April 2007
AXA Financial September 2001 - September 2005
AXA July 1995 - September 2001
AXA Financial July 1986 - July 1995
Skills
Marketing, Management, Leadership, Marketing Communications, Business Development, Integrated Marketing, Marketing Strategy, Strategic Planning, Strategy, Business Strategy, Program Management, Business Planning, Executive Management, Product Marketing, Leadership Development, Team Building, Public Speaking, Creative Marketing..., Relationship Marketing, Coaching
Education
Pace University - Lubin School of Business 1993 — 1998
MBA, Strategic Management
Providence College 1982 — 1986
BA, History
Northwestern University - Kellogg School of Management
Executive Program
Wharton School of Business
Executive Program
Yeury Castillo Yeury Castillo's Penn Mutual Experience 2015 - Present
Job I help people reach their financial objectives.
Industry Financial Services
Experience
Penn Mutual 2015 - Present
IT Tech Plus December 2009 - June 2014
Skills
Customer Service, Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, Small Business, Negotiation, Sales Management, Marketing Strategy, PowerPoint
Education
Naugatuck Valley Community College 2010 — 2013
Associate's degree, Finance and Financial Management Services
Universidad APEC 2006 — 2009
Bachelor's degree, Computer Engineering
Penn Mutual 2015 - Present
IT Tech Plus December 2009 - June 2014
Skills
Customer Service, Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, Small Business, Negotiation, Sales Management, Marketing Strategy, PowerPoint
Education
Naugatuck Valley Community College 2010 — 2013
Associate's degree, Finance and Financial Management Services
Universidad APEC 2006 — 2009
Bachelor's degree, Computer Engineering
Judith Quittner Seizys Judith Quittner Seizys's Penn Mutual Experience 1979 - 1988
Job Graphic Designer | Logo and Exhibit Designer | Printing Project Manager
Industry Graphic Design
Experience
Main Royal Communication Design December 2002 - Present
Lipman Hearne September 1998 - January 2003
Hewitt Associates September 1995 - September 1998
Illinois Institute of Technology January 1988 - September 1995
Penn Mutual 1979 - 1988
Skills
Graphic Design, Photography, Creative Direction, Adobe Creative Suite, Non-profits, Marketing Communications, Creative Writing, InDesign, Integrated Marketing, Art, Nonprofits, Branding & Identity, Newsletters, Fundraising, Marketing, Brand Development, Social Media, Brochures, Leadership, Event Planning, Advertising, Copywriting, Social Media Marketing
Education
North Carolina State University 1974 — 1979
BA, Environmental Product and Visual Design
Main Royal Communication Design December 2002 - Present
Lipman Hearne September 1998 - January 2003
Hewitt Associates September 1995 - September 1998
Illinois Institute of Technology January 1988 - September 1995
Penn Mutual 1979 - 1988
Skills
Graphic Design, Photography, Creative Direction, Adobe Creative Suite, Non-profits, Marketing Communications, Creative Writing, InDesign, Integrated Marketing, Art, Nonprofits, Branding & Identity, Newsletters, Fundraising, Marketing, Brand Development, Social Media, Brochures, Leadership, Event Planning, Advertising, Copywriting, Social Media Marketing
Education
North Carolina State University 1974 — 1979
BA, Environmental Product and Visual Design
Barry Mortimer Barry Mortimer's Penn Mutual Experience 2004 - 2014
Job Validation Specialist II at ICON plc
Industry Information Technology and Services
Experience
ICON plc May 2015 - Present
Penn Mutual 2004 - 2014
Penn Mutual 1995 - May 2004
Penn Mutual 1991 - 1995
Penn Mutual 1987 - 1991
Skills
Easily Adaptable, Efficent, motivated, Problem Solving Skills, Collaborative, Analytic, Excellent Communication..., Organized, Self-Starter, team Player, Policies & Procedures, Colleague Training, Efficiency, Relationship Building, z/OS, MVS, SMS, CA-1, FDR, ABR, IDCAMS, VTS, TSO, ISPF, SDSF, JCL, IBM Utilities, Fileaid, Job Scheduling, ESP, JOBTRAC, Control-M, Microsoft Excel, Microsoft Word, Access, PowerPoint, Visio, Disaster Recovery, Process Improvement
Education
Pennsylvania State University-Penn State Abington
Certificate, UNIX Scripting
Gwynedd-Mercy College
Bachelor of Science (B.S.), Accounting
Harcum Junior College
Associate of Science, Computer Business Programming
Computer Learning Center 1980 — 1981
Certificate, Computer Programming
ICON plc May 2015 - Present
Penn Mutual 2004 - 2014
Penn Mutual 1995 - May 2004
Penn Mutual 1991 - 1995
Penn Mutual 1987 - 1991
Skills
Easily Adaptable, Efficent, motivated, Problem Solving Skills, Collaborative, Analytic, Excellent Communication..., Organized, Self-Starter, team Player, Policies & Procedures, Colleague Training, Efficiency, Relationship Building, z/OS, MVS, SMS, CA-1, FDR, ABR, IDCAMS, VTS, TSO, ISPF, SDSF, JCL, IBM Utilities, Fileaid, Job Scheduling, ESP, JOBTRAC, Control-M, Microsoft Excel, Microsoft Word, Access, PowerPoint, Visio, Disaster Recovery, Process Improvement
Education
Pennsylvania State University-Penn State Abington
Certificate, UNIX Scripting
Gwynedd-Mercy College
Bachelor of Science (B.S.), Accounting
Harcum Junior College
Associate of Science, Computer Business Programming
Computer Learning Center 1980 — 1981
Certificate, Computer Programming
Ed Hogg Ed Hogg's Penn Mutual Experience 1999 - 2004
Job Senior Consultant at Robson Planning Group, Inc
Industry Financial Services
Experience
Robson Planning Group, Inc January 2013 - Present
Penn Mutual 1999 - 2004
SunLife of Canada 1996 - 1999
Cigna Financial Advisors 1973 - 1996
US Army 1969 - 1971
Skills
Life Insurance, Disability Insurance, Strategic Financial..., Estate Planning, Business Planning, Strategic Consulting, Business Owner Planning, Real Estate Investor
Education
Marist College 1964 — 1968
Bachelor's Degree, Business Administration and Management, General
Robson Planning Group, Inc January 2013 - Present
Penn Mutual 1999 - 2004
SunLife of Canada 1996 - 1999
Cigna Financial Advisors 1973 - 1996
US Army 1969 - 1971
Skills
Life Insurance, Disability Insurance, Strategic Financial..., Estate Planning, Business Planning, Strategic Consulting, Business Owner Planning, Real Estate Investor
Education
Marist College 1964 — 1968
Bachelor's Degree, Business Administration and Management, General
Rebecca Shimonov Rebecca Shimonov's Penn Mutual Experience June 2014 - August 2014
Job ERS Risk Analytics Advisory Intern at Deloitte
Industry
Experience
Deloitte June 2015 - Present
Penn Mutual June 2014 - August 2014
Aegis Capital August 2013 - October 2013
A Toute Heure April 2011 - August 2012
Skills
Open Office, Open Office Writer, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Team-oriented, Public Speaking, Multi Tasking, Mathematics, Statistics, Time Management, Data Analysis, SPSS, Teamwork
Education
New York University 2012 — 2016
Mathematics and Economics
Cranford High School 2008 — 2012
Deloitte June 2015 - Present
Penn Mutual June 2014 - August 2014
Aegis Capital August 2013 - October 2013
A Toute Heure April 2011 - August 2012
Skills
Open Office, Open Office Writer, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Team-oriented, Public Speaking, Multi Tasking, Mathematics, Statistics, Time Management, Data Analysis, SPSS, Teamwork
Education
New York University 2012 — 2016
Mathematics and Economics
Cranford High School 2008 — 2012
Corey Lutz Corey Lutz's Penn Mutual Experience May 2014 - August 2014
Job Actuarial Analyst at Independence Blue Cross
Industry Insurance
Experience
Independence Blue Cross April 2015 - Present
Penn State University April 2013 - Present
Penn Mutual May 2014 - August 2014
Rittenhouse Electric Supply Company May 2011 - September 2013
TruMark Financial Credit Union 2009 - 2011
Skills
Insurance, Health Insurance, Life Insurance, Consulting, Finance, Stochastic Modeling, Microsoft Excel, Access, SAS, VBA, Quantitative Finance, Quantitative Investing, Mathematical Modeling, Applied Mathematics, R
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Risk Management / Actuarial Science, Minor in Statistics, 3.83
Independence Blue Cross April 2015 - Present
Penn State University April 2013 - Present
Penn Mutual May 2014 - August 2014
Rittenhouse Electric Supply Company May 2011 - September 2013
TruMark Financial Credit Union 2009 - 2011
Skills
Insurance, Health Insurance, Life Insurance, Consulting, Finance, Stochastic Modeling, Microsoft Excel, Access, SAS, VBA, Quantitative Finance, Quantitative Investing, Mathematical Modeling, Applied Mathematics, R
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Risk Management / Actuarial Science, Minor in Statistics, 3.83
Kathleen Tavitian Kathleen Tavitian's Penn Mutual Experience July 2011 - January 2014
Job Business Operations Analyst
Industry Information Technology and Services
Meghan Haley Meghan Haley's Penn Mutual Experience January 2015 - Present
Job Business Analyst at Penn Mutual
Industry Insurance
Experience
Penn Mutual January 2015 - Present
Penn Mutual May 2012 - December 2014
Penn Mutual September 2010 - April 2012
Skills
Insurance, Life Insurance, Microsoft Office, Microsoft Excel, Risk Management, Financial Services, Fixed Annuities, Business Analysis, Process Improvement, SDLC, Business Impact Analysis, Facilitation, Problem Solving, Requirements Analysis, Business Process Mapping
Education
Northeastern University 2006 — 2010
Bachelor of Arts (B.A.), Philosophy
Northeastern University 2006 — 2010
Bachelor of Arts (B.A.), Music History and Analysis
Penn Mutual January 2015 - Present
Penn Mutual May 2012 - December 2014
Penn Mutual September 2010 - April 2012
Skills
Insurance, Life Insurance, Microsoft Office, Microsoft Excel, Risk Management, Financial Services, Fixed Annuities, Business Analysis, Process Improvement, SDLC, Business Impact Analysis, Facilitation, Problem Solving, Requirements Analysis, Business Process Mapping
Education
Northeastern University 2006 — 2010
Bachelor of Arts (B.A.), Philosophy
Northeastern University 2006 — 2010
Bachelor of Arts (B.A.), Music History and Analysis
Keith Hurst Keith Hurst's Penn Mutual Experience June 1986 - May 1997
Job Actuarial Implementation Manager at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America February 2013 - Present
Andesa Services, Inc. May 1997 - February 2013
Penn Mutual June 1986 - May 1997
Union Fidelity June 1985 - August 1985
Provident Mutual June 1984 - August 1984
Skills
Variable Annuities, Actuaries, Fixed Annuities, Ratemaking, Variable Life, Actuarial Science, Pensions, Indexed Annuities, Life Insurance, Insurance, Medicare, Medicare Advantage, Business Requirements, Requirements Gathering, Business Analysis, SDLC, Long-term Care, Health Insurance
Education
The American College of Financial Services 2011 — 2015
CLU®. ChFC®. & ChHC®
Lebanon Valley College 1982 — 1986
B.S., Actuarial Science
The Guardian Life Insurance Company of America February 2013 - Present
Andesa Services, Inc. May 1997 - February 2013
Penn Mutual June 1986 - May 1997
Union Fidelity June 1985 - August 1985
Provident Mutual June 1984 - August 1984
Skills
Variable Annuities, Actuaries, Fixed Annuities, Ratemaking, Variable Life, Actuarial Science, Pensions, Indexed Annuities, Life Insurance, Insurance, Medicare, Medicare Advantage, Business Requirements, Requirements Gathering, Business Analysis, SDLC, Long-term Care, Health Insurance
Education
The American College of Financial Services 2011 — 2015
CLU®. ChFC®. & ChHC®
Lebanon Valley College 1982 — 1986
B.S., Actuarial Science
Colleen Klepser Colleen Klepser's Penn Mutual Experience 2004 - 2009
Job Executive Administrator at The Electrochemical Society
Industry Nonprofit Organization Management
Experience
The Electrochemical Society September 2009 - Present
Penn Mutual 2004 - 2009
Davinci Graphics 2002 - 2004
Vertis Communications (formerly Webcraft) 1996 - 2001
Walker Design/Walker & Naylor 1992 - 1996
Durabla Manufacturing Company 1991 - 1992
Webcraft Technologies 1988 - 1991
The Advertising Specialty Institute 1986 - 1988
Skills
Research, Grant Writing, Microsoft Office, Higher Education, Nonprofits, Data Analysis, Program Management, Social Media, Policy, Access, Customer Service, Program Development, Executive Support, Proposal Writing, Project Management, Grants, Fundraising, Microsoft Excel, Materials, PowerPoint, Public Speaking, Event Planning, Strategic Planning, Microsoft Word, Event Management, Office Management, Iso 9000, Policy Writing, Procedure Creation, Process Improvement, Benefits Administration, Client Liaison, Employee Training, Staff Supervision, Training Manuals, Recognition Awards, ADP Payroll, Vendor Management, Bylaws, Constant Contact, Database Admin, Committee Liaison, Teaching
Education
Marietta College 1982 — 1986
Business Communications/Advertising
Council Rock High School 1978 — 1982
The Electrochemical Society September 2009 - Present
Penn Mutual 2004 - 2009
Davinci Graphics 2002 - 2004
Vertis Communications (formerly Webcraft) 1996 - 2001
Walker Design/Walker & Naylor 1992 - 1996
Durabla Manufacturing Company 1991 - 1992
Webcraft Technologies 1988 - 1991
The Advertising Specialty Institute 1986 - 1988
Skills
Research, Grant Writing, Microsoft Office, Higher Education, Nonprofits, Data Analysis, Program Management, Social Media, Policy, Access, Customer Service, Program Development, Executive Support, Proposal Writing, Project Management, Grants, Fundraising, Microsoft Excel, Materials, PowerPoint, Public Speaking, Event Planning, Strategic Planning, Microsoft Word, Event Management, Office Management, Iso 9000, Policy Writing, Procedure Creation, Process Improvement, Benefits Administration, Client Liaison, Employee Training, Staff Supervision, Training Manuals, Recognition Awards, ADP Payroll, Vendor Management, Bylaws, Constant Contact, Database Admin, Committee Liaison, Teaching
Education
Marietta College 1982 — 1986
Business Communications/Advertising
Council Rock High School 1978 — 1982
Carolyn Margueritte Carolyn Margueritte's Penn Mutual Experience January 2009 - August 2013
Job Senior GVUL Service Representative
Industry Insurance
Experience
AICPA Insurance Trust February 2014 - Present
Penn Mutual January 2009 - August 2013
Penn Mutual January 2003 - January 2009
BISYS Fund Services June 2000 - October 2001
Merrill Lynch 1995 - 2000
Preferred Benefits Corp / Merrill Lynch May 1995 - August 1998
Skills
Pensions, Pension Administration, Qualified Domestic..., Nondiscrimination..., Simple IRA, SEP IRA, Keoghs, 401k Rollovers, Permanent Life Insurance, Universal Life, Whole Life, Variable Life, Variable Products, Series 6, Survivorship, Key Person Insurance, Term Life Insurance, Long Term Care Insurance, 403 b, Qualified Retirement..., Aspect ACD, Symon, NICE Call Recording, Call Quality, Life Insurance, 401k, Variable Annuities, Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Employee Benefits, Software Documentation, Series 63, Health Insurance, Financial Services, Underwriting
Education
Montgomery County Community College 2002 — 2004
Hatboro-Horsham Senior High
AICPA Insurance Trust February 2014 - Present
Penn Mutual January 2009 - August 2013
Penn Mutual January 2003 - January 2009
BISYS Fund Services June 2000 - October 2001
Merrill Lynch 1995 - 2000
Preferred Benefits Corp / Merrill Lynch May 1995 - August 1998
Skills
Pensions, Pension Administration, Qualified Domestic..., Nondiscrimination..., Simple IRA, SEP IRA, Keoghs, 401k Rollovers, Permanent Life Insurance, Universal Life, Whole Life, Variable Life, Variable Products, Series 6, Survivorship, Key Person Insurance, Term Life Insurance, Long Term Care Insurance, 403 b, Qualified Retirement..., Aspect ACD, Symon, NICE Call Recording, Call Quality, Life Insurance, 401k, Variable Annuities, Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Employee Benefits, Software Documentation, Series 63, Health Insurance, Financial Services, Underwriting
Education
Montgomery County Community College 2002 — 2004
Hatboro-Horsham Senior High
Jacqueline Velez Jacqueline Velez's Penn Mutual Experience March 2012 - Present
Job Annuity New Business Coordinator at Penn Mutual
Industry Insurance
Experience
Penn Mutual March 2012 - Present
Penn Mutual June 2006 - March 2012
Skills
Fixed Annuities, Variable Annuities, Series 6, Insurance, Retirement, New Business Development, Mutual Funds, Analysis, Training, Retirement Planning, Investments, IRAs, Financial Planners, Wealth Accumulation, Securities, FINRA Series 6..., FINRA Series 26...
Education
Montgomery County Community College 2006 — 2008
Business Administration and Management, General
Penn Mutual March 2012 - Present
Penn Mutual June 2006 - March 2012
Skills
Fixed Annuities, Variable Annuities, Series 6, Insurance, Retirement, New Business Development, Mutual Funds, Analysis, Training, Retirement Planning, Investments, IRAs, Financial Planners, Wealth Accumulation, Securities, FINRA Series 6..., FINRA Series 26...
Education
Montgomery County Community College 2006 — 2008
Business Administration and Management, General
David Harter David Harter's Penn Mutual Experience January 2015 - Present
Job Vice President at Penn Mutual
Industry Financial Services
Experience
Penn Mutual January 2015 - Present
Forest Hills Financial Group March 2013 - December 2014
MetLife Solutions Group July 2010 - September 2012
UBS Financial Services September 2007 - August 2008
UBS Global Asset Management October 2006 - September 2007
UBS Financial Services December 2004 - October 2006
Smith Barney April 2000 - December 2004
Morgan Stanley Smith Barney January 2000 - January 2003
Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Strategic Financial..., Securities, Retirement, Insurance, Investments, Series 63, Financial Planning, Financial Services, Financial Advisory, Financial Analysis, Asset Management, Disability Insurance, Long Term Care Insurance, Financial Planners, Employee Benefits, Finance, IRAs, Fixed Annuities, Strategy, Series 6, Estate Planning, Investment Advisory, Investment Management, Life Insurance, Term Life Insurance, FINRA, Long-term Care, Uniform Combined State..., Investment Strategies, 401(k)
Education
Pace University - Lubin School of Business 2007 — 2008
Executive Master's, Business Administration - Strategic Planning
Pace University 1995 — 1999
BA, Communications
Ossining High School 1991 — 1995
Penn Mutual January 2015 - Present
Forest Hills Financial Group March 2013 - December 2014
MetLife Solutions Group July 2010 - September 2012
UBS Financial Services September 2007 - August 2008
UBS Global Asset Management October 2006 - September 2007
UBS Financial Services December 2004 - October 2006
Smith Barney April 2000 - December 2004
Morgan Stanley Smith Barney January 2000 - January 2003
Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Strategic Financial..., Securities, Retirement, Insurance, Investments, Series 63, Financial Planning, Financial Services, Financial Advisory, Financial Analysis, Asset Management, Disability Insurance, Long Term Care Insurance, Financial Planners, Employee Benefits, Finance, IRAs, Fixed Annuities, Strategy, Series 6, Estate Planning, Investment Advisory, Investment Management, Life Insurance, Term Life Insurance, FINRA, Long-term Care, Uniform Combined State..., Investment Strategies, 401(k)
Education
Pace University - Lubin School of Business 2007 — 2008
Executive Master's, Business Administration - Strategic Planning
Pace University 1995 — 1999
BA, Communications
Ossining High School 1991 — 1995
Rick Botwinick Rick Botwinick's Penn Mutual Experience March 2003 - February 2011
Job Financial Advisor and Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
New England Securities March 2011 - May 2014
Penn Mutual March 2003 - February 2011
Washington Mutual Bank June 1984 - September 2002
Education
LIU Post 1977 — 1979
BA, Accounting
Principal Financial Group June 2014 - Present
New England Securities March 2011 - May 2014
Penn Mutual March 2003 - February 2011
Washington Mutual Bank June 1984 - September 2002
Education
LIU Post 1977 — 1979
BA, Accounting
Andrew Champi Andrew Champi's Penn Mutual Experience April 2013 - Present
Job Product Analyst at Penn Mutual Life Insurance Company
Industry Insurance
Experience
Penn Mutual April 2013 - Present
Sallie Mae June 2009 - Present
First National Community Bank May 2008 - January 2009
Education
Penn State University 2005 — 2009
Bachelor of Arts, Communications - Sports Journalism
Penn Mutual April 2013 - Present
Sallie Mae June 2009 - Present
First National Community Bank May 2008 - January 2009
Education
Penn State University 2005 — 2009
Bachelor of Arts, Communications - Sports Journalism
Jennifer Solorzano Jennifer Solorzano's Penn Mutual Experience August 2008 - Present
Job Financial Advisor at Penn Mutual/PEGG
Industry Financial Services
Experience
Penn Mutual August 2008 - Present
New York Life December 2007 - July 2008
OptiJob, a GetTheJob.com Company August 2006 - November 2007
EmployOn August 2006 - November 2007
Electra Accessories, Inc. January 2001 - February 2006
Skills
Financial Analysis, Insurance, Investments, Leadership, Management, Marketing, Marketing Strategy, Microsoft Office, New Business Development, Retirement Planning, Sales, Strategic Financial..., Strategic Planning, Business Analysis, Budgets, Business Development, Forecasting, Small Business, Financial Planning
Education
Monmouth University 1997 — 2001
Lakewood High School 1993 — 1997
Penn Mutual August 2008 - Present
New York Life December 2007 - July 2008
OptiJob, a GetTheJob.com Company August 2006 - November 2007
EmployOn August 2006 - November 2007
Electra Accessories, Inc. January 2001 - February 2006
Skills
Financial Analysis, Insurance, Investments, Leadership, Management, Marketing, Marketing Strategy, Microsoft Office, New Business Development, Retirement Planning, Sales, Strategic Financial..., Strategic Planning, Business Analysis, Budgets, Business Development, Forecasting, Small Business, Financial Planning
Education
Monmouth University 1997 — 2001
Lakewood High School 1993 — 1997
Paul Jeffers Paul Jeffers's Penn Mutual Experience 2013 - 2014
Job Chief Human Resources Officer | Senior Vice President | Global HR Transformation
Industry Human Resources
Experience
ERM: Environmental Resources Management 2015 - Present
Penn Mutual 2013 - 2014
Consulting 2009 - 2012
Advanta 2007 - 2009
SunGard 2001 - 2007
JPMorgan Chase 1999 - 2001
Skills
Talent Management, Human Resources, Organizational..., Employee Relations, Recruiting, Leadership Development, Change Management, Personnel Management, HRIS, Strategy, Leadership, Employee Benefits, Deferred Compensation, Performance Management, Talent Acquisition, Training, Onboarding, Management, Succession Planning, Mergers & Acquisitions, Employment Law, Banking, Vendor Management, Process Improvement, Workforce Planning, Analysis, HR Consulting, Program Management, Management Consulting, Strategic Planning, Organizational Design, Consulting, Employee Engagement, Outsourcing, Coaching, Executive Coaching, Strategic HR, Career Development, Sourcing, Executive Management, Labor Relations, Integration, Hiring, Business Transformation, Employer Branding, HR Strategy, Business Analysis, Organizational..., Interviews, Technical Recruiting
Education
La Salle University
Bachelor's Degree, Business
Widener University
Master's Degree, Human Resources Management
ERM: Environmental Resources Management 2015 - Present
Penn Mutual 2013 - 2014
Consulting 2009 - 2012
Advanta 2007 - 2009
SunGard 2001 - 2007
JPMorgan Chase 1999 - 2001
Skills
Talent Management, Human Resources, Organizational..., Employee Relations, Recruiting, Leadership Development, Change Management, Personnel Management, HRIS, Strategy, Leadership, Employee Benefits, Deferred Compensation, Performance Management, Talent Acquisition, Training, Onboarding, Management, Succession Planning, Mergers & Acquisitions, Employment Law, Banking, Vendor Management, Process Improvement, Workforce Planning, Analysis, HR Consulting, Program Management, Management Consulting, Strategic Planning, Organizational Design, Consulting, Employee Engagement, Outsourcing, Coaching, Executive Coaching, Strategic HR, Career Development, Sourcing, Executive Management, Labor Relations, Integration, Hiring, Business Transformation, Employer Branding, HR Strategy, Business Analysis, Organizational..., Interviews, Technical Recruiting
Education
La Salle University
Bachelor's Degree, Business
Widener University
Master's Degree, Human Resources Management
Diana Stem's Penn Mutual Experience 2013 - Present
Job Senior Marketing Manager: Life Planning Perspective at Penn Mutual
Industry Financial Services
Experience
Penn Mutual 2013 - Present
Penn Mutual 2010 - 2012
Penn Mutual 2009 - 2010
Penn Mutual 2006 - 2009
Penn Mutual 2004 - 2006
Johnson & Johnson 2001 - 2004
Johnson & Johnson 1994 - 2001
Education
La Salle University 2002 — 2009
Master of Business Administration (MBA), Marketing
Temple University 1991 — 1994
Bachelor of Business Administration (B.B.A.), Human Resource Management
Penn Mutual 2013 - Present
Penn Mutual 2010 - 2012
Penn Mutual 2009 - 2010
Penn Mutual 2006 - 2009
Penn Mutual 2004 - 2006
Johnson & Johnson 2001 - 2004
Johnson & Johnson 1994 - 2001
Education
La Salle University 2002 — 2009
Master of Business Administration (MBA), Marketing
Temple University 1991 — 1994
Bachelor of Business Administration (B.B.A.), Human Resource Management
Kathleen Stout Kathleen Stout's Penn Mutual Experience 1974 - 1979
Job Principal Information Security Analyst at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance September 2011 - Present
Washington Mutual /JP Morgan Chase May 2002 - October 2009
ConneXt 1997 - 2002
Qwest Communications November 1993 - February 1997
Rainier Bank/Security Pacific Bank 1980 - 1992
Penn Mutual 1974 - 1979
Penn Mutual 1974 - 1979
Skills
SDLC, Information Security, Vendor Management, Disaster Recovery, PMO, Visio, SharePoint, Security, ITIL, Information Technology
Education
Lycoming College 1970 — 1974
BA, Mathematics
Woodrow Wilson HS
Bachelor's degree, Mathematics
Liberty Mutual Insurance September 2011 - Present
Washington Mutual /JP Morgan Chase May 2002 - October 2009
ConneXt 1997 - 2002
Qwest Communications November 1993 - February 1997
Rainier Bank/Security Pacific Bank 1980 - 1992
Penn Mutual 1974 - 1979
Penn Mutual 1974 - 1979
Skills
SDLC, Information Security, Vendor Management, Disaster Recovery, PMO, Visio, SharePoint, Security, ITIL, Information Technology
Education
Lycoming College 1970 — 1974
BA, Mathematics
Woodrow Wilson HS
Bachelor's degree, Mathematics
Stephany Agudelo Stephany Agudelo's Penn Mutual Experience January 2011 - May 2011
Job Recruiter at Software Guidance & Assistance
Industry Staffing and Recruiting
Experience
Software Guidance & Assistance January 2013 - Present
Software Guidance & Assistance May 2012 - January 2013
Kraft Foods November 2011 - May 2012
Gail Gallante and Associates July 2009 - September 2011
Penn Mutual January 2011 - May 2011
March of Dimes National Office November 2010 - May 2011
Manhattanville College January 2009 - May 2011
Skills
College Recruiting, Community Outreach, Consulting, Event Management, Event Planning, Facebook, Fundraising, Google Analytics, HTML, Management, Hiring, Leadership, Lotus Notes, Marketing, Marketing Strategy, WordPress, Windows, Volunteer Management, Technical Support, Team Leadership, System Administration, Strategic Planning, Software Development, Social Media Marketing, Social Media, Salesforce.com, Sales Operations, Sales Management, Sales, Public Speaking, Program Management, Process Improvement, Photoshop, Quality Assurance, Research, Nonprofits, Non-profits, New Hire Orientations, New Business Development, Negotiation, Microsoft SQL Server, Access, Administrative..., Analysis, Budgets, Building Relationships, Databases, Business Intelligence, Data Analysis, English
Education
Utah State University 2012 — 2014
Westchester Community College 2012 — 2012
Manhattanville College 2007 — 2011
Bachelor of Arts (B.A.), Double Major: Sociology and Management
Software Guidance & Assistance January 2013 - Present
Software Guidance & Assistance May 2012 - January 2013
Kraft Foods November 2011 - May 2012
Gail Gallante and Associates July 2009 - September 2011
Penn Mutual January 2011 - May 2011
March of Dimes National Office November 2010 - May 2011
Manhattanville College January 2009 - May 2011
Skills
College Recruiting, Community Outreach, Consulting, Event Management, Event Planning, Facebook, Fundraising, Google Analytics, HTML, Management, Hiring, Leadership, Lotus Notes, Marketing, Marketing Strategy, WordPress, Windows, Volunteer Management, Technical Support, Team Leadership, System Administration, Strategic Planning, Software Development, Social Media Marketing, Social Media, Salesforce.com, Sales Operations, Sales Management, Sales, Public Speaking, Program Management, Process Improvement, Photoshop, Quality Assurance, Research, Nonprofits, Non-profits, New Hire Orientations, New Business Development, Negotiation, Microsoft SQL Server, Access, Administrative..., Analysis, Budgets, Building Relationships, Databases, Business Intelligence, Data Analysis, English
Education
Utah State University 2012 — 2014
Westchester Community College 2012 — 2012
Manhattanville College 2007 — 2011
Bachelor of Arts (B.A.), Double Major: Sociology and Management
William Morone William Morone's Penn Mutual Experience 2006 - 2007
Job Software Engineer at Inductotherm Group
Industry Insurance
Experience
Inductotherm Group October 2012 - Present
Pearson VUE December 2011 - October 2012
United Health Group 2009 - December 2011
Thomson Scientific 2008 - 2008
Penn Mutual 2006 - 2007
GMAC 2004 - 2005
Wyeth 2002 - 2003
Bristol-Myers Squibb 2000 - 2001
Chauncey Group International 1998 - 2000
Inductotherm Corporation 1996 - 1998
Skills
SDLC, Requirements Analysis, SQL, Agile Methodologies, XML, Business Analysis, Visio, Requirements Gathering, Microsoft SQL Server, Software Development, JavaScript, Software Project...
Education
Philadelphia University 1997 — 2003
BS, MIS, Computer Science, Business
Mercer County Community College 1990 — 1997
A.A.S, Manufacturing Engineering
Inductotherm Group October 2012 - Present
Pearson VUE December 2011 - October 2012
United Health Group 2009 - December 2011
Thomson Scientific 2008 - 2008
Penn Mutual 2006 - 2007
GMAC 2004 - 2005
Wyeth 2002 - 2003
Bristol-Myers Squibb 2000 - 2001
Chauncey Group International 1998 - 2000
Inductotherm Corporation 1996 - 1998
Skills
SDLC, Requirements Analysis, SQL, Agile Methodologies, XML, Business Analysis, Visio, Requirements Gathering, Microsoft SQL Server, Software Development, JavaScript, Software Project...
Education
Philadelphia University 1997 — 2003
BS, MIS, Computer Science, Business
Mercer County Community College 1990 — 1997
A.A.S, Manufacturing Engineering
Rachel Stein's Penn Mutual Experience December 2011 - August 2015
Job Assistant Director
Industry Financial Services
Experience
Janney Montgommery Scott August 2015 - Present
Penn Mutual December 2011 - August 2015
Penn Mutual Life Insurance Company November 2008 - November 2011
Penn Mutual Life Insurance Company September 2007 - October 2008
Skills
Marketing, Insurance, Management, Project Management, Program Management, Marketing Strategy, Sales, Fixed Annuities, Financial Services, Account Management, Strategy, Training, Small Business, Direct Marketing, Relationship Management
Education
La Salle University 2012 — 2015
Master of Business Administration (MBA), Marketing
Babson College 2013 — 2014
Entrepreneurial Studies, Entrepreneurship/Entrepreneurial Studies
Temple University - Fox School of Business and Management 2005 — 2007
Bachelors, Marketing, Economics
Janney Montgommery Scott August 2015 - Present
Penn Mutual December 2011 - August 2015
Penn Mutual Life Insurance Company November 2008 - November 2011
Penn Mutual Life Insurance Company September 2007 - October 2008
Skills
Marketing, Insurance, Management, Project Management, Program Management, Marketing Strategy, Sales, Fixed Annuities, Financial Services, Account Management, Strategy, Training, Small Business, Direct Marketing, Relationship Management
Education
La Salle University 2012 — 2015
Master of Business Administration (MBA), Marketing
Babson College 2013 — 2014
Entrepreneurial Studies, Entrepreneurship/Entrepreneurial Studies
Temple University - Fox School of Business and Management 2005 — 2007
Bachelors, Marketing, Economics
William Stevens's Penn Mutual Experience September 2010 - Present
Job Vice President, Career Agency System at Penn Mutual
Industry Financial Services
Experience
Penn Mutual September 2010 - Present
Penn Mutual April 2009 - August 2010
Guardian Life Insurance 1990 - 2009
Equitable Life Insurance July 1985 - September 1990
Skills
Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Retirement, Series 7, Strategic Financial..., Wealth Management, Term Life Insurance, Wealth, Whole Life, Wealth Accumulation, Series 24, Life Insurance, Investments, Financial Services, Estate Planning, Series 63, 401k, Investment Strategies, Talent Management, Pensions, Defined Benefit, Investment Advisory, Financial Planning
Education
The American College 2002 — 2005
MSFS, Masters - Financial Services
LIU Post 1981 — 1983
BA, Political Science & Economics
Penn Mutual September 2010 - Present
Penn Mutual April 2009 - August 2010
Guardian Life Insurance 1990 - 2009
Equitable Life Insurance July 1985 - September 1990
Skills
Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Retirement, Series 7, Strategic Financial..., Wealth Management, Term Life Insurance, Wealth, Whole Life, Wealth Accumulation, Series 24, Life Insurance, Investments, Financial Services, Estate Planning, Series 63, 401k, Investment Strategies, Talent Management, Pensions, Defined Benefit, Investment Advisory, Financial Planning
Education
The American College 2002 — 2005
MSFS, Masters - Financial Services
LIU Post 1981 — 1983
BA, Political Science & Economics
Bridget Heal Bridget Heal's Penn Mutual Experience May 2012 - Present
Job Sr. Marketing Manager at Penn Mutual
Industry Financial Services
Experience
Penn Mutual May 2012 - Present
Penn Mutual Life Insurance Company July 2007 - Present
Popular Financial Holdings April 2005 - March 2007
Chase Home Finance July 2001 - April 2005
JPMorgan Chase 2001 - 2005
Prudential January 1995 - December 2000
Skills
Product Marketing, Product Development, Direct Marketing, Marketing, Life Insurance, Segmentation, Marketing Management, Team Building, Fixed Annuities, Marketing Strategy, CRM, Variable Annuities, Small Business Marketing, Database Marketing, Mortgage Marketing, Email Marketing, Strategy, Retirement Planning, Marketing Communications, Real Estate Investor, Integrated Marketing, Content Marketing, Analytics, Digital Marketing, Social Media Marketing, Content Strategy, Mobile Marketing
Education
New Jersey Institute of Technology 2000 — 2002
MBA, Management of Technology
Moravian College 1990 — 1994
B.A., Management & Political Science
Penn Mutual May 2012 - Present
Penn Mutual Life Insurance Company July 2007 - Present
Popular Financial Holdings April 2005 - March 2007
Chase Home Finance July 2001 - April 2005
JPMorgan Chase 2001 - 2005
Prudential January 1995 - December 2000
Skills
Product Marketing, Product Development, Direct Marketing, Marketing, Life Insurance, Segmentation, Marketing Management, Team Building, Fixed Annuities, Marketing Strategy, CRM, Variable Annuities, Small Business Marketing, Database Marketing, Mortgage Marketing, Email Marketing, Strategy, Retirement Planning, Marketing Communications, Real Estate Investor, Integrated Marketing, Content Marketing, Analytics, Digital Marketing, Social Media Marketing, Content Strategy, Mobile Marketing
Education
New Jersey Institute of Technology 2000 — 2002
MBA, Management of Technology
Moravian College 1990 — 1994
B.A., Management & Political Science
Charlissa Paulovich's Penn Mutual Experience 2003 - 2004
Job Regional Administrator at Asplundh Tree Expert Co.
Industry Financial Services
Experience
Asplundh Tree Expert Co. July 2013 - Present
Prudential Financial 2004 - Present
Penn Mutual 2003 - 2004
The Guardian Life Insurance Company of America 1998 - 2003
Skills
Close Attention to..., Accounts Receivable, Team-oriented, Building Effective..., Handle Multiple..., Written & Verbal..., Customer Service, Microsoft Word, Microsoft Excel, Spreadsheets, Human Resources, Leadership, Lotus Notes
Education
Montgomery County Community College 1994 — 1998
Associate's degree, Office Skills & Technology
Asplundh Tree Expert Co. July 2013 - Present
Prudential Financial 2004 - Present
Penn Mutual 2003 - 2004
The Guardian Life Insurance Company of America 1998 - 2003
Skills
Close Attention to..., Accounts Receivable, Team-oriented, Building Effective..., Handle Multiple..., Written & Verbal..., Customer Service, Microsoft Word, Microsoft Excel, Spreadsheets, Human Resources, Leadership, Lotus Notes
Education
Montgomery County Community College 1994 — 1998
Associate's degree, Office Skills & Technology
J. Corey Moore's Penn Mutual Experience July 2015 - Present
Job Account Manager at Penn Mutual
Industry Events Services
Experience
Penn Mutual July 2015 - Present
Penn Mutual March 2013 - Present
Youth Education in the Arts August 2011 - August 2012
Skills
Drums, Music Education, Finale, Performing Arts, Music, Conducting, Event Planning, Fundraising, Non-profits, Teaching, Tessitura, Volunteer Management, Event Management, Public Speaking, Editing, Grant Writing, Community Outreach, Sight Reading, Clarinet, Musical Theatre, Nonprofits, Social Media, Marketing, Percussion, Band, Time Management, Management, Customer Service, Leadership, Entertainment, Training, Public Relations
Education
Louisiana Tech University 2007 — 2011
Music Teacher Education
Penn Mutual July 2015 - Present
Penn Mutual March 2013 - Present
Youth Education in the Arts August 2011 - August 2012
Skills
Drums, Music Education, Finale, Performing Arts, Music, Conducting, Event Planning, Fundraising, Non-profits, Teaching, Tessitura, Volunteer Management, Event Management, Public Speaking, Editing, Grant Writing, Community Outreach, Sight Reading, Clarinet, Musical Theatre, Nonprofits, Social Media, Marketing, Percussion, Band, Time Management, Management, Customer Service, Leadership, Entertainment, Training, Public Relations
Education
Louisiana Tech University 2007 — 2011
Music Teacher Education
Prashant Rupani Prashant Rupani's Penn Mutual Experience April 2013 - June 2013
Job Senior Cognos Lead Developer at SunTrust
Industry Information Technology and Services
Experience
SunTrust July 2014 - Present
Nike June 2013 - June 2014
Penn Mutual April 2013 - June 2013
Merck June 2011 - March 2013
ING Direct USA November 2010 - May 2011
Iowa Department of Education July 2009 - August 2010
SmartSource Rentals January 2009 - June 2009
Epson America Inc. June 2008 - December 2008
Purdue Pharma L.P. February 2008 - May 2008
Skills
Requirements Gathering, Requirements Analysis, Design Specifications, SDLC, Agile & Waterfall..., Cognos, Databases, Data Warehousing, Microsoft SQL Server, Oracle SQL, SQL, SQL*Plus, Toad, PL/SQL, Testing, Unit Testing, System Testing, Quality Center, Subversion, Production Support, Technical Support, Technical Subject Matter, Documentum, Service Request..., BMC Remedy, Service Now, MS Project, Windows, Windows 7, Windows XP Pro, Unix, Functional..., Business Intelligence, ETL, Teradata, Mobile BI, Business Objects, Oracle
Education
New Jersey Institute of Technology
Master of Science, Information Systems
University of Mumbai
Bachelor of Engineering, Information Technology
SunTrust July 2014 - Present
Nike June 2013 - June 2014
Penn Mutual April 2013 - June 2013
Merck June 2011 - March 2013
ING Direct USA November 2010 - May 2011
Iowa Department of Education July 2009 - August 2010
SmartSource Rentals January 2009 - June 2009
Epson America Inc. June 2008 - December 2008
Purdue Pharma L.P. February 2008 - May 2008
Skills
Requirements Gathering, Requirements Analysis, Design Specifications, SDLC, Agile & Waterfall..., Cognos, Databases, Data Warehousing, Microsoft SQL Server, Oracle SQL, SQL, SQL*Plus, Toad, PL/SQL, Testing, Unit Testing, System Testing, Quality Center, Subversion, Production Support, Technical Support, Technical Subject Matter, Documentum, Service Request..., BMC Remedy, Service Now, MS Project, Windows, Windows 7, Windows XP Pro, Unix, Functional..., Business Intelligence, ETL, Teradata, Mobile BI, Business Objects, Oracle
Education
New Jersey Institute of Technology
Master of Science, Information Systems
University of Mumbai
Bachelor of Engineering, Information Technology
Kenneth Kussay, AIF Kenneth Kussay, AIF's Penn Mutual Experience October 1992 - December 2005
Job Managing Partner at Granite Financial Solutions, LLC
Industry Financial Services
Experience
Granite Financial Solutions, LLC January 2006 - Present
Penn Mutual October 1992 - December 2005
Penn Mutual 1998 - 2005
Penn Mutual Life Insurance Co. 1992 - 2005
Education
La Salle University 1988 — 1992
BA, Finance
Granite Financial Solutions, LLC January 2006 - Present
Penn Mutual October 1992 - December 2005
Penn Mutual 1998 - 2005
Penn Mutual Life Insurance Co. 1992 - 2005
Education
La Salle University 1988 — 1992
BA, Finance
Bob Foerster Bob Foerster's Penn Mutual Experience 1981 - 2009
Job CyberLife Programer/Analyst Consultant at IVantageGroup
Industry Information Technology and Services
Experience
IVantageGroup August 2010 - Present
Career Concepts 2009 - 2010
Penn Mutual 1981 - 2009
Education
Montgomery County Community College 1992 — 2003
Computer Science
Penn State University 1967 — 1971
BA, Psychology
IVantageGroup August 2010 - Present
Career Concepts 2009 - 2010
Penn Mutual 1981 - 2009
Education
Montgomery County Community College 1992 — 2003
Computer Science
Penn State University 1967 — 1971
BA, Psychology
Linda Schock Gloner Linda Schock Gloner's Penn Mutual Experience 1987 - 1996
Job Human Resources Exec
Industry Human Resources
Experience
Hatboro-Horsham School District April 2010 - Present
YMCA of Philadelphia & Vicinity 1996 - 2009
Penn Mutual 1987 - 1996
Temple University 1983 - 1987
PSFS 1985 - 1985
Skills
Deferred Compensation, HRIS, Leadership, Budgets, Project Planning, Talent Management, Organizational..., Succession Planning, Employee Relations, Human Resources, Labor Relations, Staff Development, Management, Payroll, Employee Benefits, Training, Personnel Management, Performance Management, Strategic Planning, Interviews, Talent Acquisition, Leadership Development, Recruiting, Employee Engagement, Team Building, Onboarding, Career Development
Education
Penn State University
BA, Psychology
Hatboro-Horsham School District April 2010 - Present
YMCA of Philadelphia & Vicinity 1996 - 2009
Penn Mutual 1987 - 1996
Temple University 1983 - 1987
PSFS 1985 - 1985
Skills
Deferred Compensation, HRIS, Leadership, Budgets, Project Planning, Talent Management, Organizational..., Succession Planning, Employee Relations, Human Resources, Labor Relations, Staff Development, Management, Payroll, Employee Benefits, Training, Personnel Management, Performance Management, Strategic Planning, Interviews, Talent Acquisition, Leadership Development, Recruiting, Employee Engagement, Team Building, Onboarding, Career Development
Education
Penn State University
BA, Psychology
Greg Gruenwald Greg Gruenwald's Penn Mutual Experience December 2010 - July 2015
Job Insurance
Industry Information Technology and Services
Experience
Sammons Financial Group Member Companies August 2015 - Present
Penn Mutual December 2010 - July 2015
Skills
Insurance
Education
Northern Illinois University 1998 — 1999
Bachelor of Science (B.S.), statistics and computer science
Sammons Financial Group Member Companies August 2015 - Present
Penn Mutual December 2010 - July 2015
Skills
Insurance
Education
Northern Illinois University 1998 — 1999
Bachelor of Science (B.S.), statistics and computer science
Angela Leister, MBA Angela Leister, MBA's Penn Mutual Experience November 2010 - November 2011
Job Senior Compliance Officer JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase & Co. October 2013 - January 2015
Skylight Financial Group December 2011 - August 2013
Penn Mutual November 2010 - November 2011
Fifth Third Bank March 2007 - October 2010
Sterling Jewelers January 2004 - March 2007
Dunkin's Diamonds August 1999 - January 2004
Skills
Retirement Planning, Strategic Financial..., Insurance, Fixed Annuities, Investments, Mutual Funds, Estate Planning, Financial Analysis, Customer Service, Sales Management, Employee Benefits, Retirement, Microsoft Excel, Strategic Planning, Asset Managment, Marketing, Disability Insurance, Microsoft Office, Risk Management, Sales, Life Insurance, Mortgage Lending, Credit, Financial Services
Education
The Ohio State University 2008 — 2013
Bachelor of Science (BS), Economics
University of Phoenix 2002 — 2004
MBA, Accounting
Ohio University 1998 — 2002
BA, Spanish
University of North Carolina at Wilmington 1996 — 1998
Marine Biology
Marietta High School 1992 — 1996
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase & Co. October 2013 - January 2015
Skylight Financial Group December 2011 - August 2013
Penn Mutual November 2010 - November 2011
Fifth Third Bank March 2007 - October 2010
Sterling Jewelers January 2004 - March 2007
Dunkin's Diamonds August 1999 - January 2004
Skills
Retirement Planning, Strategic Financial..., Insurance, Fixed Annuities, Investments, Mutual Funds, Estate Planning, Financial Analysis, Customer Service, Sales Management, Employee Benefits, Retirement, Microsoft Excel, Strategic Planning, Asset Managment, Marketing, Disability Insurance, Microsoft Office, Risk Management, Sales, Life Insurance, Mortgage Lending, Credit, Financial Services
Education
The Ohio State University 2008 — 2013
Bachelor of Science (BS), Economics
University of Phoenix 2002 — 2004
MBA, Accounting
Ohio University 1998 — 2002
BA, Spanish
University of North Carolina at Wilmington 1996 — 1998
Marine Biology
Marietta High School 1992 — 1996
Jeffrey P. Shabram Jeffrey P. Shabram's Penn Mutual Experience June 1985 - September 1988
Job Senior Director of Digital/ Corporate Director of Digital Agency Services
Industry Newspapers
Experience
BH Media Group January 2014 - Present
Omaha World-Herald - Midlands Newspapers - BH Media - a division of Berkshire Hathaway Company January 2010 - January 2014
Omaha World-Herald March 2006 - March 2010
Ottaway Newspapers September 2003 - February 2006
Midlands Newspapers Inc June 1999 - September 2003
AutoTrader January 1996 - May 1999
Trader Publishing Co. September 1993 - January 1996
Tamarack Marketing and Publishing June 1988 - September 1993
Penn Mutual June 1985 - September 1988
Strom Hill Marketing and Publishing - Advo Systems April 1982 - June 1985
Skills
Standard business and..., C++, HTML, Flash, Adobe Suite, Proficient in InDesign, InCopy, Photoshop, Final Cut Pro, Pro Tools HD, Sibelious 7 Scoring, Sonar x1 Producer, Software, Adobe Creative Suite, Strategic Planning, Business Development, Advertising, Product Management, Newspaper, Email Marketing, Newspapers, Online Advertising, Pro Tools, Public Relations, New Media, Social Media Marketing, Digital Marketing, Social Networking, Online Marketing, SEO, Digital Media, Publishing, Content Management, Digital Strategy, SEM, Advertising Sales, Creative Direction, Marketing, Multimedia, Publications, Copywriting, Content Strategy, Mobile Marketing, Media Planning, Facebook, Leadership Development, Leadership, Social Media, Marketing Strategy, Marketing Communications
Education
San Jose State University 1979 — 1982
Monterey Peninsula College 1977 — 1979
AA
Monterey Peninsula College 1977 — 1979
AA
BH Media Group January 2014 - Present
Omaha World-Herald - Midlands Newspapers - BH Media - a division of Berkshire Hathaway Company January 2010 - January 2014
Omaha World-Herald March 2006 - March 2010
Ottaway Newspapers September 2003 - February 2006
Midlands Newspapers Inc June 1999 - September 2003
AutoTrader January 1996 - May 1999
Trader Publishing Co. September 1993 - January 1996
Tamarack Marketing and Publishing June 1988 - September 1993
Penn Mutual June 1985 - September 1988
Strom Hill Marketing and Publishing - Advo Systems April 1982 - June 1985
Skills
Standard business and..., C++, HTML, Flash, Adobe Suite, Proficient in InDesign, InCopy, Photoshop, Final Cut Pro, Pro Tools HD, Sibelious 7 Scoring, Sonar x1 Producer, Software, Adobe Creative Suite, Strategic Planning, Business Development, Advertising, Product Management, Newspaper, Email Marketing, Newspapers, Online Advertising, Pro Tools, Public Relations, New Media, Social Media Marketing, Digital Marketing, Social Networking, Online Marketing, SEO, Digital Media, Publishing, Content Management, Digital Strategy, SEM, Advertising Sales, Creative Direction, Marketing, Multimedia, Publications, Copywriting, Content Strategy, Mobile Marketing, Media Planning, Facebook, Leadership Development, Leadership, Social Media, Marketing Strategy, Marketing Communications
Education
San Jose State University 1979 — 1982
Monterey Peninsula College 1977 — 1979
AA
Monterey Peninsula College 1977 — 1979
AA
Paul Vignone Paul Vignone's Penn Mutual Experience March 2012 - June 2015
Job Owner of Vignone Enterprises and VP Advanced Markets at EWS
Industry Insurance
Experience
Vignone Enterprises June 2015 - Present
Empire Wealth Strategies July 2015 - Present
Penn Mutual March 2012 - June 2015
Penn Mutual May 2000 - December 2011
Penn Mutual November 1998 - May 2000
Skills
Insurance, Financial Planning, Retirement, Mutual Funds, Retirement Planning, Financial Services, Investments, Leadership, Fixed Annuities, Wealth Management, Risk Management, Estate Planning, Series 7, Life Insurance, 401k, Disability Insurance, Long-term Care, Marketing, Public Speaking, Sales
Education
NYU Graduate Law School 1976 — 1978
LLM, Master in Law of Taxation
Seton Hall University School of Law 1971 — 1974
Juris Doctor (J.D.), Law
La Salle University
Vignone Enterprises June 2015 - Present
Empire Wealth Strategies July 2015 - Present
Penn Mutual March 2012 - June 2015
Penn Mutual May 2000 - December 2011
Penn Mutual November 1998 - May 2000
Skills
Insurance, Financial Planning, Retirement, Mutual Funds, Retirement Planning, Financial Services, Investments, Leadership, Fixed Annuities, Wealth Management, Risk Management, Estate Planning, Series 7, Life Insurance, 401k, Disability Insurance, Long-term Care, Marketing, Public Speaking, Sales
Education
NYU Graduate Law School 1976 — 1978
LLM, Master in Law of Taxation
Seton Hall University School of Law 1971 — 1974
Juris Doctor (J.D.), Law
La Salle University
Gregory Toczylowski Gregory Toczylowski's Penn Mutual Experience July 2012 - September 2012
Job Accounts Payable Coordinator at LuckyVitamin
Industry Consumer Goods
Experience
LuckyVitamin August 2015 - Present
Fishman and Tobin May 2014 - August 2015
Greatwide Truckload Management October 2012 - October 2013
Penn Mutual July 2012 - September 2012
Venturi Restoration September 2011 - July 2012
ITS Neopost, Inc. February 2008 - April 2011
Barnes & Noble March 2007 - February 2008
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, PowerPoint, Inventory Management, Time Management, Dispatching, Account Management, Cold Calling, Contract Negotiation, Team Building, Budgets, Customer Satisfaction
Education
Penn State University 2002 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies
LuckyVitamin August 2015 - Present
Fishman and Tobin May 2014 - August 2015
Greatwide Truckload Management October 2012 - October 2013
Penn Mutual July 2012 - September 2012
Venturi Restoration September 2011 - July 2012
ITS Neopost, Inc. February 2008 - April 2011
Barnes & Noble March 2007 - February 2008
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, PowerPoint, Inventory Management, Time Management, Dispatching, Account Management, Cold Calling, Contract Negotiation, Team Building, Budgets, Customer Satisfaction
Education
Penn State University 2002 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies
Robert Fenby Robert Fenby's Penn Mutual Experience September 2015 - Present
Job Regional Marketing Director at Penn Mutual
Industry Financial Services
Experience
Penn Mutual September 2015 - Present
Penn Mutual September 2014 - September 2015
Penn Mutual June 2013 - September 2014
Penn Mutual August 2011 - June 2013
Associated Bank September 2010 - September 2011
Walgreens December 2008 - May 2010
Michigan Technological University 2007 - 2008
Education
Michigan Technological University 2004 — 2008
Business Administration, Marketing, Management
Penn Mutual September 2015 - Present
Penn Mutual September 2014 - September 2015
Penn Mutual June 2013 - September 2014
Penn Mutual August 2011 - June 2013
Associated Bank September 2010 - September 2011
Walgreens December 2008 - May 2010
Michigan Technological University 2007 - 2008
Education
Michigan Technological University 2004 — 2008
Business Administration, Marketing, Management
Benjamin J. Hanley Benjamin J. Hanley's Penn Mutual Experience August 2011 - September 2012
Job Assistant Vice President, Business Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Morgan Stanley September 2012 - Present
Penn Mutual August 2011 - September 2012
Skills
Wealth Management, Financial Services, Customer Service, Series 7, Series 63, Series 65, General Securities..., Leadership, Investments, Finance, Microsoft Office, Microsoft Word, Microsoft Excel, Data Analysis, Financial Analysis, Project Management, PowerPoint, Analysis, Process Improvement, Financial Planning, Strategic Planning, Retirement Planning, Insurance, Mutual Funds, Life Insurance, Business Analysis, Equities, Financial Modeling, Securities, Management, Risk Management, Public Speaking
Education
Ohio University 2013 — 2015
Master of Finance & Economics (M.F.E.), Business/Managerial Finance & Economics
The Ohio State University
Bachelor of Arts (B.A.), Social Sciences
Morgan Stanley November 2014 - Present
Morgan Stanley September 2012 - Present
Penn Mutual August 2011 - September 2012
Skills
Wealth Management, Financial Services, Customer Service, Series 7, Series 63, Series 65, General Securities..., Leadership, Investments, Finance, Microsoft Office, Microsoft Word, Microsoft Excel, Data Analysis, Financial Analysis, Project Management, PowerPoint, Analysis, Process Improvement, Financial Planning, Strategic Planning, Retirement Planning, Insurance, Mutual Funds, Life Insurance, Business Analysis, Equities, Financial Modeling, Securities, Management, Risk Management, Public Speaking
Education
Ohio University 2013 — 2015
Master of Finance & Economics (M.F.E.), Business/Managerial Finance & Economics
The Ohio State University
Bachelor of Arts (B.A.), Social Sciences
Jenina Rodriguez's Penn Mutual Experience July 2011 - October 2011
Job Content Strategist
Industry Marketing and Advertising
Experience
Crothall Healthcare August 2014 - 2015
Domus, Inc. March 2014 - October 2014
Bayada Home Health Care December 2011 - March 2014
Intheclotheset.com September 2010 - January 2013
Old Waterway Inn December 2010 - November 2011
Penn Mutual July 2011 - October 2011
Horizon NJ Health June 2011 - July 2011
Home Box Office March 2006 - September 2010
hangPROUD.com 2009 - 2010
Skills
Social Media Marketing, Copywriting, Copy Editing, Social Media, SEO, Google Analytics, WebTrends Analytics, HubSpot, SharePoint, Social Networking, Marketing Communications, Facebook, Project Management, Online Marketing, Email Marketing, Marketing, Digital Marketing, Management, Creative Direction, Content Development, Blogging, Advertising, Content Strategy, PowerPoint, Research, Online Advertising, Newsletters, Editing, WordPress, Leadership, Internal Communications, Web Content Management, HTML + CSS, Dreamweaver, Microsoft Office, Web Analytics
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
Online Training www.Lynda.com 2009 — 2010
Certification, Dreamweaver CS4
New York University 2009 — 2011
N/A, Project Management
The Learning Institute 2009 — 2010
Certification, Basic HTML/Web Development
Crothall Healthcare August 2014 - 2015
Domus, Inc. March 2014 - October 2014
Bayada Home Health Care December 2011 - March 2014
Intheclotheset.com September 2010 - January 2013
Old Waterway Inn December 2010 - November 2011
Penn Mutual July 2011 - October 2011
Horizon NJ Health June 2011 - July 2011
Home Box Office March 2006 - September 2010
hangPROUD.com 2009 - 2010
Skills
Social Media Marketing, Copywriting, Copy Editing, Social Media, SEO, Google Analytics, WebTrends Analytics, HubSpot, SharePoint, Social Networking, Marketing Communications, Facebook, Project Management, Online Marketing, Email Marketing, Marketing, Digital Marketing, Management, Creative Direction, Content Development, Blogging, Advertising, Content Strategy, PowerPoint, Research, Online Advertising, Newsletters, Editing, WordPress, Leadership, Internal Communications, Web Content Management, HTML + CSS, Dreamweaver, Microsoft Office, Web Analytics
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
Online Training www.Lynda.com 2009 — 2010
Certification, Dreamweaver CS4
New York University 2009 — 2011
N/A, Project Management
The Learning Institute 2009 — 2010
Certification, Basic HTML/Web Development
Diane Young's Penn Mutual Experience January 1992 - January 1996
Job Owner, The Athena Financial Group
Industry Financial Services
Experience
The Athena Financial Group RochesterRochester Hills Michigan May 2004 - Present
AXA Advisors May 2000 - May 2004
Washington Square Securities April 1998 - January 2000
New York University January 1996 - January 1999
Meyer and Mayer January 1996 - January 1998
Penn Mutual January 1992 - January 1996
Skills
Financial Planning, Investments, Retirement Planning, Strategic Financial..., Retirement Plan..., Estate Planning, Personal Finance, Women Owned Business, Retirement Income..., Finance, Public Speaking, Personal Financial..., Investment Strategies, Retirement, Financial Advisory, Long-term Care, Nonprofits, Securities, Non-profits, Small Business, Insurance, Asset Management, Financial Services, Fundraising, High Net Worth..., Women's Leadership, Cash Management, Fixed Income, Inheritance Tax Planning, Alternative Investments, Wealth Management
Education
State University of New York at Stony Brook 1989 — 1991
BA, Anthropology
Oakland University 1983 — 1986
Anthropology
Romeo High School 1983 — 1983
Diploma
The Athena Financial Group RochesterRochester Hills Michigan May 2004 - Present
AXA Advisors May 2000 - May 2004
Washington Square Securities April 1998 - January 2000
New York University January 1996 - January 1999
Meyer and Mayer January 1996 - January 1998
Penn Mutual January 1992 - January 1996
Skills
Financial Planning, Investments, Retirement Planning, Strategic Financial..., Retirement Plan..., Estate Planning, Personal Finance, Women Owned Business, Retirement Income..., Finance, Public Speaking, Personal Financial..., Investment Strategies, Retirement, Financial Advisory, Long-term Care, Nonprofits, Securities, Non-profits, Small Business, Insurance, Asset Management, Financial Services, Fundraising, High Net Worth..., Women's Leadership, Cash Management, Fixed Income, Inheritance Tax Planning, Alternative Investments, Wealth Management
Education
State University of New York at Stony Brook 1989 — 1991
BA, Anthropology
Oakland University 1983 — 1986
Anthropology
Romeo High School 1983 — 1983
Diploma
Christopher Lyman Christopher Lyman's Penn Mutual Experience July 2010 - September 2014
Job Financial Advisor at 1847Financial
Industry Financial Services
Experience
1847Financial September 2014 - Present
Penn Mutual July 2010 - September 2014
Prudential Financial August 2009 - July 2010
Accountemps June 2009 - August 2009
TD July 2006 - June 2009
Monmouth University September 2007 - August 2008
Monmouth University December 2006 - December 2007
Skills
Investments, Life Insurance, Annuities, Disability Insurance, Health Insurance
Education
Monmouth University 2005 — 2009
Bachelor's Degree, Finance, Graduated Cum Laude
Hatboro-Horsham High School 2001 — 2005
High School diploma
1847Financial September 2014 - Present
Penn Mutual July 2010 - September 2014
Prudential Financial August 2009 - July 2010
Accountemps June 2009 - August 2009
TD July 2006 - June 2009
Monmouth University September 2007 - August 2008
Monmouth University December 2006 - December 2007
Skills
Investments, Life Insurance, Annuities, Disability Insurance, Health Insurance
Education
Monmouth University 2005 — 2009
Bachelor's Degree, Finance, Graduated Cum Laude
Hatboro-Horsham High School 2001 — 2005
High School diploma
Alexander McKay Alexander McKay's Penn Mutual Experience 2013 - Present
Job Supervisor Life Services at Penn Mutual
Industry Insurance
Experience
Penn Mutual 2013 - Present
Penn Mutual 2008 - 2013
Penn Mutual 2007 - 2008
Penn Mutual 2002 - 2007
supplyFORCE 2000 - 2002
Auto Club Cellular 1996 - 2000
Skills
Account Reconciliation, Accounts Receivable, Accounting, Microsoft Excel, Process Improvement, Risk Management, Insurance, Life Insurance, Series 6, Leadership, Team Building, Retirement, Financial Analysis, Series 63, 401k, Team Leadership, Fixed Annuities, Microsoft Office, Software Documentation, Outlook, Visio, Financial Reporting, Retirement Planning, Term Life Insurance, Microsoft Word, Sales, Strategic Planning, Business Analysis, Coaching, PowerPoint, Customer Service, Series 26
Education
La Salle University
Bachelor’s Degree, Accounting Major with Economics Minor
Holy Ghost Preparatory School 1989 — 1992
High School, 3.9 GPA
Penn Mutual 2013 - Present
Penn Mutual 2008 - 2013
Penn Mutual 2007 - 2008
Penn Mutual 2002 - 2007
supplyFORCE 2000 - 2002
Auto Club Cellular 1996 - 2000
Skills
Account Reconciliation, Accounts Receivable, Accounting, Microsoft Excel, Process Improvement, Risk Management, Insurance, Life Insurance, Series 6, Leadership, Team Building, Retirement, Financial Analysis, Series 63, 401k, Team Leadership, Fixed Annuities, Microsoft Office, Software Documentation, Outlook, Visio, Financial Reporting, Retirement Planning, Term Life Insurance, Microsoft Word, Sales, Strategic Planning, Business Analysis, Coaching, PowerPoint, Customer Service, Series 26
Education
La Salle University
Bachelor’s Degree, Accounting Major with Economics Minor
Holy Ghost Preparatory School 1989 — 1992
High School, 3.9 GPA
Ellen Celli Ellen Celli's Penn Mutual Experience May 2012 - Present
Job Contract Administration Analyst at Penn Mutual
Industry Insurance
Experience
Penn Mutual May 2012 - Present
Penn Mutual January 2012 - May 2012
Penn Mutual July 2008 - January 2012
TD September 2005 - January 2008
Bucks County Conference and Visitors Bureau January 2007 - May 2007
Skills
Life Insurance, Customer Service, Insurance, Management
Education
Pennsylvania State University-Penn State Abington 2003 — 2007
Bachelor of Arts (B.A.), Corporate Communication
Penn Mutual May 2012 - Present
Penn Mutual January 2012 - May 2012
Penn Mutual July 2008 - January 2012
TD September 2005 - January 2008
Bucks County Conference and Visitors Bureau January 2007 - May 2007
Skills
Life Insurance, Customer Service, Insurance, Management
Education
Pennsylvania State University-Penn State Abington 2003 — 2007
Bachelor of Arts (B.A.), Corporate Communication
Nancy Glasberg, SPHR Nancy Glasberg, SPHR's Penn Mutual Experience December 1996 - July 2009
Job VP, Operations at Jewish Family and Children's Service of Greater Philadelphia
Industry Nonprofit Organization Management
Experience
Jewish Family and Children's Service of Greater Philadelphia September 2014 - Present
Jewish Family and Children's Service of Greater Philadelphia June 2010 - Present
Penn Mutual December 1996 - July 2009
Albert Einstein Healthcare Network May 1985 - June 1996
Skills
Performance Management, Employee Relations, Talent Management, Organizational..., Employee Engagement, Leadership Development, Talent Acquisition, Human Resources, Personnel Management, Leadership, Change Management, Training, Employee Benefits, Coaching, Organizational..., Management, Labor Relations, Strategic Planning, Process Improvement, Internal Communications, Contract Negotiation, Event Planning, HR Consulting, Organizational Design, Time Management, Succession Planning, Onboarding, Workforce Planning, HRIS, Executive Coaching, FMLA, HR Policies, Recruiting
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2008
Advanced Human Resources Executive Program
Temple University 2006 — 2006
Certificate, Professional Editing Certification Program
Penn State University 1971 — 1975
BA, Sociology
Jewish Family and Children's Service of Greater Philadelphia September 2014 - Present
Jewish Family and Children's Service of Greater Philadelphia June 2010 - Present
Penn Mutual December 1996 - July 2009
Albert Einstein Healthcare Network May 1985 - June 1996
Skills
Performance Management, Employee Relations, Talent Management, Organizational..., Employee Engagement, Leadership Development, Talent Acquisition, Human Resources, Personnel Management, Leadership, Change Management, Training, Employee Benefits, Coaching, Organizational..., Management, Labor Relations, Strategic Planning, Process Improvement, Internal Communications, Contract Negotiation, Event Planning, HR Consulting, Organizational Design, Time Management, Succession Planning, Onboarding, Workforce Planning, HRIS, Executive Coaching, FMLA, HR Policies, Recruiting
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2008
Advanced Human Resources Executive Program
Temple University 2006 — 2006
Certificate, Professional Editing Certification Program
Penn State University 1971 — 1975
BA, Sociology
Neil Damato Neil Damato's Penn Mutual Experience 2002 - Present
Job Financial Advisor | Professional Economic Growth Group
Industry Financial Services
Experience
Penn Mutual 2002 - Present
Skills
Wealth Accumulation, Wealth Management, Financial Analysis, Retirement Income..., Retirement Planning, Fixed Annuities, Risk Management, Leadership, Financial Services, Disability Insurance
Education
New Jersey City University
Bayonne High School
Penn Mutual 2002 - Present
Skills
Wealth Accumulation, Wealth Management, Financial Analysis, Retirement Income..., Retirement Planning, Fixed Annuities, Risk Management, Leadership, Financial Services, Disability Insurance
Education
New Jersey City University
Bayonne High School
Chris Beaulieu, CFA Chris Beaulieu, CFA's Penn Mutual Experience 2011 - June 2014
Job Assistant Vice President, Head of Fixed Income
Industry Investment Management
Experience
The Standard November 2014 - Present
Penn Mutual 2011 - June 2014
Penn Mutual 2007 - 2011
Penn Mutual 2006 - 2007
UBS 2004 - 2005
BankOne 2003 - 2004
Citadel Investments 2000 - 2003
Bank Boston 1997 - 2000
Skills
Fixed Income, Investments, Bonds, Asset Allocation, Portfolio Management, Trading, Equities, Risk Management, Hedge Funds, Structured Products, Capital Markets, Asset Management, Bloomberg, Alternative Investments
Education
Northeastern University 1991 — 1995
BS, Finance and International Business
The Standard November 2014 - Present
Penn Mutual 2011 - June 2014
Penn Mutual 2007 - 2011
Penn Mutual 2006 - 2007
UBS 2004 - 2005
BankOne 2003 - 2004
Citadel Investments 2000 - 2003
Bank Boston 1997 - 2000
Skills
Fixed Income, Investments, Bonds, Asset Allocation, Portfolio Management, Trading, Equities, Risk Management, Hedge Funds, Structured Products, Capital Markets, Asset Management, Bloomberg, Alternative Investments
Education
Northeastern University 1991 — 1995
BS, Finance and International Business
Anthony J. Horan's Penn Mutual Experience January 2014 - August 2014
Job Wealth Management at Gitterman Wealth Management, LLC
Industry Financial Services
Experience
Gitterman Wealth Management, LLC February 2015 - Present
Penn Mutual January 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Bloomberg, Bloomberg Terminal, Equities, Series 63, Investments, Microsoft Word, Valuation, Asset Allocation
Education
Monmouth University 2011 — 2015
Bachelor's Degree, Finance
Gitterman Wealth Management, LLC February 2015 - Present
Penn Mutual January 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Bloomberg, Bloomberg Terminal, Equities, Series 63, Investments, Microsoft Word, Valuation, Asset Allocation
Education
Monmouth University 2011 — 2015
Bachelor's Degree, Finance
Larry D. Moore, CPA,* CFP(R) Larry D. Moore, CPA,* CFP(R)'s Penn Mutual Experience December 2005 - March 2012
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Sagemark Consulting/Lincoln Financial Group March 2012 - Present
Penn Mutual December 2005 - March 2012
Guardian Life Insurance Company 1993 - 2003
Skills
Retirement Planning, Financial Planners, Strategic Financial..., Retirement, Mutual Funds, Finance, Securities, Wealth Management, Pensions, Estate Planning, Tax, CPA, Defined Benefit, Defined Contribution, Insurance, Legacy Planning, CPA Alliance Marketing, CFP, Financial Planning, 401k, Investments
Education
Pace University - Lubin School of Business 1980 — 1982
Master of Business Administration (MBA), Finance & Marketing, Degree Awarded with "Dual Distinction"
St. John's University 1975 — 1978
BS, Accounting
Sagemark Consulting/Lincoln Financial Group March 2012 - Present
Penn Mutual December 2005 - March 2012
Guardian Life Insurance Company 1993 - 2003
Skills
Retirement Planning, Financial Planners, Strategic Financial..., Retirement, Mutual Funds, Finance, Securities, Wealth Management, Pensions, Estate Planning, Tax, CPA, Defined Benefit, Defined Contribution, Insurance, Legacy Planning, CPA Alliance Marketing, CFP, Financial Planning, 401k, Investments
Education
Pace University - Lubin School of Business 1980 — 1982
Master of Business Administration (MBA), Finance & Marketing, Degree Awarded with "Dual Distinction"
St. John's University 1975 — 1978
BS, Accounting
Steven Dobis Steven Dobis's Penn Mutual Experience January 1998 - January 2000
Job Partner at Dobis & Associates, CPAs
Industry Accounting
Experience
Dobis & Associates, CPAs October 2000 - Present
PIAA October 2003 - August 2009
South Fayette High School August 2000 - November 2006
Penn Mutual January 1998 - January 2000
Education
Mercyhurst University 1994 — 1998
BA, Finance
South Fayette High School 1991 — 1994
General
Dobis & Associates, CPAs October 2000 - Present
PIAA October 2003 - August 2009
South Fayette High School August 2000 - November 2006
Penn Mutual January 1998 - January 2000
Education
Mercyhurst University 1994 — 1998
BA, Finance
South Fayette High School 1991 — 1994
General
Stephanie Leong Stephanie Leong's Penn Mutual Experience June 2003 - December 2004
Job Sales Representative at Avon
Industry Insurance
Experience
Avon May 2011 - Present
Aflac July 2003 - June 2011
Leads Club, Inc 2009 - 2009
Penn Mutual June 2003 - December 2004
John Hancock Life Insurance Company (U.S.A.) June 2002 - June 2003
Mok Capital Management June 1999 - May 2002
Prudential Securities 1994 - 1999
Skills
FSA, Employee Benefits, Disability Insurance, Life Insurance, Insurance, Sales, Marketing, Customer Service, Coaching, Public Speaking, Small Business, Team Building, Management, Sales Management, Event Planning, Non-profits, Marketing Strategy, PowerPoint, Project Management, Microsoft Excel, Long-term Care, Healthcare, Investments, Critical Illness, Leadership
Education
University of California, Berkeley 1994 — 1998
PFP Certificate, Financial Planning
Stanford University 1985 — 1987
Psychology
Mills College 1974 — 1978
BA, English
Stanford University 1977 — 1977
French
Avon May 2011 - Present
Aflac July 2003 - June 2011
Leads Club, Inc 2009 - 2009
Penn Mutual June 2003 - December 2004
John Hancock Life Insurance Company (U.S.A.) June 2002 - June 2003
Mok Capital Management June 1999 - May 2002
Prudential Securities 1994 - 1999
Skills
FSA, Employee Benefits, Disability Insurance, Life Insurance, Insurance, Sales, Marketing, Customer Service, Coaching, Public Speaking, Small Business, Team Building, Management, Sales Management, Event Planning, Non-profits, Marketing Strategy, PowerPoint, Project Management, Microsoft Excel, Long-term Care, Healthcare, Investments, Critical Illness, Leadership
Education
University of California, Berkeley 1994 — 1998
PFP Certificate, Financial Planning
Stanford University 1985 — 1987
Psychology
Mills College 1974 — 1978
BA, English
Stanford University 1977 — 1977
French
Darryl Adler Darryl Adler's Penn Mutual Experience April 2011 - Present
Job Systems Analyst at Penn Mutual
Industry Insurance
Experience
Penn Mutual April 2011 - Present
Penn Mutual January 2005 - March 2011
Penn Mutual June 1995 - December 2004
Covenant Life, Provident Mutual merger September 1991 - May 1995
Presbyterian Ministers' Fund May 1986 - August 1991
Skills
Fixed Annuities, Life Insurance, Insurance, Business Analysis, Quality Assurance, SDLC, Requirements Analysis, Retirement, Mutual Funds, User Acceptance Testing, COBOL, Process Improvement, Mainframe, Quality Center, Variable Annuities, Business Requirements, TSO, Systems Analysis, Customer Service, Problem Solving, Functional..., Test Planning, System Testing, Managing Finances, Agile Methodologies, Variable Life, Production Support, Aspect ACD, User Documentation, Manual Testing, Suitability, Cyberlife, Vantage, FLMI, Chartered Financial..., Chartered Life..., Financial Services, Software Documentation
Education
Lebanon Valley College
BS, Mathematics
Pennsylvania State University-Penn State Abington
Continuing Education
The American College
CLU, ChFC
Penn Mutual April 2011 - Present
Penn Mutual January 2005 - March 2011
Penn Mutual June 1995 - December 2004
Covenant Life, Provident Mutual merger September 1991 - May 1995
Presbyterian Ministers' Fund May 1986 - August 1991
Skills
Fixed Annuities, Life Insurance, Insurance, Business Analysis, Quality Assurance, SDLC, Requirements Analysis, Retirement, Mutual Funds, User Acceptance Testing, COBOL, Process Improvement, Mainframe, Quality Center, Variable Annuities, Business Requirements, TSO, Systems Analysis, Customer Service, Problem Solving, Functional..., Test Planning, System Testing, Managing Finances, Agile Methodologies, Variable Life, Production Support, Aspect ACD, User Documentation, Manual Testing, Suitability, Cyberlife, Vantage, FLMI, Chartered Financial..., Chartered Life..., Financial Services, Software Documentation
Education
Lebanon Valley College
BS, Mathematics
Pennsylvania State University-Penn State Abington
Continuing Education
The American College
CLU, ChFC
Jeff Burt Jeff Burt's Penn Mutual Experience May 1993 - December 2002
Job EVP, Financial Solutions at Hannover Re
Industry Insurance
Experience
March of Dimes - Central Florida Chapter 2011 - Present
Hannover Re February 2009 - Present
Hannover Life Re America January 2003 - January 2009
Penn Mutual May 1993 - December 2002
Skills
Structured Finance, Reinsurance, Financial Analysis, Actuarial Science, Investments, Life Insurance, Financial Risk, Mergers & Acquisitions, Financial Services, Strategic Financial..., Finance, Embedded Value
Education
Lebanon Valley College 1990 — 1993
B.S., Actuarial Science
March of Dimes - Central Florida Chapter 2011 - Present
Hannover Re February 2009 - Present
Hannover Life Re America January 2003 - January 2009
Penn Mutual May 1993 - December 2002
Skills
Structured Finance, Reinsurance, Financial Analysis, Actuarial Science, Investments, Life Insurance, Financial Risk, Mergers & Acquisitions, Financial Services, Strategic Financial..., Finance, Embedded Value
Education
Lebanon Valley College 1990 — 1993
B.S., Actuarial Science
Roseann Harley Muto Roseann Harley Muto's Penn Mutual Experience May 1995 - September 1996
Job Paralegal at Ballard Spahr
Industry Legal Services
Experience
Ballard Spahr LLP April 2008 - Present
Dechert LLP December 2002 - January 2008
Advertising Specialty Institute July 2000 - December 2002
Janney Montgomery Scott September 1996 - July 2000
Penn Mutual May 1995 - September 1996
Skills
Class Actions, Litigation, Trials, Civil Litigation, Employment Law, Affirmative Action, Affirmative Action..., Corporate Law, Depositions, Legal Research, Arbitration, Legal Assistance, Motions, Mediation
Education
La Salle University 1991 — 1995
Bachelor of Science, Finance with Minor in International Studies
Ballard Spahr LLP April 2008 - Present
Dechert LLP December 2002 - January 2008
Advertising Specialty Institute July 2000 - December 2002
Janney Montgomery Scott September 1996 - July 2000
Penn Mutual May 1995 - September 1996
Skills
Class Actions, Litigation, Trials, Civil Litigation, Employment Law, Affirmative Action, Affirmative Action..., Corporate Law, Depositions, Legal Research, Arbitration, Legal Assistance, Motions, Mediation
Education
La Salle University 1991 — 1995
Bachelor of Science, Finance with Minor in International Studies
Christine Spano Christine Spano's Penn Mutual Experience September 2010 - December 2010
Job Fund Administrator at The Argentum Group
Industry Investment Banking
Experience
Penn Mutual September 2010 - December 2010
Broadridge Financial December 2007 - August 2010
New York Mercantile Exchange December 2002 - September 2007
Taylor Stuart Financial March 1999 - June 2003
Ecolab Inc. June 1991 - January 2000
Education
Nassau Community College 2000 — 2004
Penn Mutual September 2010 - December 2010
Broadridge Financial December 2007 - August 2010
New York Mercantile Exchange December 2002 - September 2007
Taylor Stuart Financial March 1999 - June 2003
Ecolab Inc. June 1991 - January 2000
Education
Nassau Community College 2000 — 2004
David Sheaffer David Sheaffer's Penn Mutual Experience June 1974 - June 1985
Job ChFC, CLU, REBC, RHU, CLTC, CASL
Industry Financial Services
Experience
Northwestern Mutual September 1990 - Present
Great-West Financial June 1985 - September 1990
Penn Mutual June 1974 - June 1985
Skills
Retirement Planning, Life Insurance, Disability Insurance, Retirement, Insurance, Financial Planning, Investments
Education
Miami University 1970 — 1974
BS, Marketing
Cedar Cliff High School 1967 — 1970
Northwestern Mutual September 1990 - Present
Great-West Financial June 1985 - September 1990
Penn Mutual June 1974 - June 1985
Skills
Retirement Planning, Life Insurance, Disability Insurance, Retirement, Insurance, Financial Planning, Investments
Education
Miami University 1970 — 1974
BS, Marketing
Cedar Cliff High School 1967 — 1970
Michelle Eves Michelle Eves's Penn Mutual Experience April 2008 - November 2012
Job CMA at Mercy Family Medicine of East Norriton
Industry Hospital & Health Care
Experience
Mercy Family Medicine March 2014 - Present
Penn Mutual April 2008 - November 2012
MediMedia July 2006 - April 2008
Wyeth July 2000 - December 2005
Wyeth January 1998 - July 2000
Skills
Editing, Marketing Communications, InDesign, Internal Communications, Event Planning, Project Management, Event Management, Social Media, Budgets, Administrative..., Time Management
Education
Pennsylvania State University-Penn State Abington
Rosemont College
Bachelor's degree, Communications and Business
Mercy Family Medicine March 2014 - Present
Penn Mutual April 2008 - November 2012
MediMedia July 2006 - April 2008
Wyeth July 2000 - December 2005
Wyeth January 1998 - July 2000
Skills
Editing, Marketing Communications, InDesign, Internal Communications, Event Planning, Project Management, Event Management, Social Media, Budgets, Administrative..., Time Management
Education
Pennsylvania State University-Penn State Abington
Rosemont College
Bachelor's degree, Communications and Business
Tom Cornely, CCEP Tom Cornely, CCEP's Penn Mutual Experience November 1993 - March 1995
Job Health Care Compliance Officer at Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson April 2013 - Present
Johnson & Johnson May 2011 - April 2013
Johnson & Johnson April 2005 - June 2011
McNeil Consumer Healthcare August 2001 - April 2005
McNeil Consumer Healthcare May 2000 - August 2001
McNeil Consumer Healtcare March 1997 - May 2000
PMA Insurance Group March 1995 - March 1997
Penn Mutual November 1993 - March 1995
Prudential Insurance - AARP Division May 1991 - November 1993
Skills
Procurement, Project Management, E-business, Health Care Compliance, Cross-functional Team..., Consumer Marketing, Strategic Sourcing, Vendor Management, Process Improvement, Pharmaceutical Industry, Strategic Planning
Education
La Salle University 1989 — 1991
Bachelor of Arts (B.A.), Computer Science
Jenkintown High School 1983 — 1987
Johnson & Johnson April 2013 - Present
Johnson & Johnson May 2011 - April 2013
Johnson & Johnson April 2005 - June 2011
McNeil Consumer Healthcare August 2001 - April 2005
McNeil Consumer Healthcare May 2000 - August 2001
McNeil Consumer Healtcare March 1997 - May 2000
PMA Insurance Group March 1995 - March 1997
Penn Mutual November 1993 - March 1995
Prudential Insurance - AARP Division May 1991 - November 1993
Skills
Procurement, Project Management, E-business, Health Care Compliance, Cross-functional Team..., Consumer Marketing, Strategic Sourcing, Vendor Management, Process Improvement, Pharmaceutical Industry, Strategic Planning
Education
La Salle University 1989 — 1991
Bachelor of Arts (B.A.), Computer Science
Jenkintown High School 1983 — 1987
Michael Updyke's Penn Mutual Experience 1987 - 1989
Job Assistant Vice President, Marketing at AXIS Accident & Health
Industry Marketing and Advertising
Experience
Philadelphia Chapter of the American Marketing Association July 2015 - Present
AXIS Accident & Health February 2011 - Present
AXIS Capital July 2009 - February 2011
CIGNA May 2003 - July 2009
GE Capital 2000 - 2003
GE Capital 1997 - 2000
PMA Insurance Group 1993 - 1997
Occupational Training Center of Burlington County 1991 - 1993
Travelers 1989 - 1991
Penn Mutual 1987 - 1989
Skills
Marketing Communications, Email Marketing, Marketing Strategy, Corporate Communications, Marketing Management, Program Management, Brand Development, Insurance, Newsletters, Public Relations, Strategic Partnerships, Marketing, Press Releases, Strategic Planning, Internal Communications, Lead Generation, Product Development, Web Analytics, Competitive Analysis, Strategy, Brand Management, Creative Direction, Direct Marketing, Event Management, Copywriting, Content Development, Corporate Branding, Advertising, Budgets, Content Strategy, Promotions, Product Marketing, Editing, B2B, Vendor Management, B2B Marketing, Integrated Marketing, Market Research, Management, Online Marketing, Social Networking, Content Marketing, Social Media Marketing, Strategic Communications, Sales Support, Creative Development, Leadership, Employee Benefits, Social Media
Education
Saint Joseph's University 1994 — 2000
MBA, Marketing
La Salle University 1985 — 1989
BA, Communications/English
Father Judge High School
Philadelphia Chapter of the American Marketing Association July 2015 - Present
AXIS Accident & Health February 2011 - Present
AXIS Capital July 2009 - February 2011
CIGNA May 2003 - July 2009
GE Capital 2000 - 2003
GE Capital 1997 - 2000
PMA Insurance Group 1993 - 1997
Occupational Training Center of Burlington County 1991 - 1993
Travelers 1989 - 1991
Penn Mutual 1987 - 1989
Skills
Marketing Communications, Email Marketing, Marketing Strategy, Corporate Communications, Marketing Management, Program Management, Brand Development, Insurance, Newsletters, Public Relations, Strategic Partnerships, Marketing, Press Releases, Strategic Planning, Internal Communications, Lead Generation, Product Development, Web Analytics, Competitive Analysis, Strategy, Brand Management, Creative Direction, Direct Marketing, Event Management, Copywriting, Content Development, Corporate Branding, Advertising, Budgets, Content Strategy, Promotions, Product Marketing, Editing, B2B, Vendor Management, B2B Marketing, Integrated Marketing, Market Research, Management, Online Marketing, Social Networking, Content Marketing, Social Media Marketing, Strategic Communications, Sales Support, Creative Development, Leadership, Employee Benefits, Social Media
Education
Saint Joseph's University 1994 — 2000
MBA, Marketing
La Salle University 1985 — 1989
BA, Communications/English
Father Judge High School
Clint Brody's Penn Mutual Experience June 2009 - August 2009
Job Bilingual Teacher at West Contra Costa Unified School District
Industry Education Management
Experience
West Contra Costa Unified School District May 2014 - Present
Benefits Data Trust November 2012 - June 2014
Benefits Data Trust July 2011 - November 2012
PathWays PA May 2011 - July 2011
Independence Blue Cross February 2011 - July 2011
The Attic, Inc. August 2008 - March 2011
AmeriCorps VISTA October 2010 - February 2011
Colegio Beata Filipina September 2009 - June 2010
Penn Mutual June 2009 - August 2009
Moravian College May 2008 - August 2008
Skills
Spanish, Team Management, Education, Training, Data Entry, Translation, Call Centers, Contact Centers, Quality Control, Leadership, Management, Program Development, Volunteer Management, Coaching, Community Outreach, Teaching, Social Media, Research, Editing, Microsoft Office, Nonprofits, Software Documentation
Education
Loyola Marymount University 2014 — 2015
Preliminary Multiple Subject Teaching Credential with Bilingual Authorization, Elementary Education and Teaching
Universidad de Alcalá 2009 — 2010
Masters, Spanish, Education
Moravian College 2005 — 2009
B.A., Psychology, Spanish
Universitat d'Alacant 2008 — 2008
Spanish
West Contra Costa Unified School District May 2014 - Present
Benefits Data Trust November 2012 - June 2014
Benefits Data Trust July 2011 - November 2012
PathWays PA May 2011 - July 2011
Independence Blue Cross February 2011 - July 2011
The Attic, Inc. August 2008 - March 2011
AmeriCorps VISTA October 2010 - February 2011
Colegio Beata Filipina September 2009 - June 2010
Penn Mutual June 2009 - August 2009
Moravian College May 2008 - August 2008
Skills
Spanish, Team Management, Education, Training, Data Entry, Translation, Call Centers, Contact Centers, Quality Control, Leadership, Management, Program Development, Volunteer Management, Coaching, Community Outreach, Teaching, Social Media, Research, Editing, Microsoft Office, Nonprofits, Software Documentation
Education
Loyola Marymount University 2014 — 2015
Preliminary Multiple Subject Teaching Credential with Bilingual Authorization, Elementary Education and Teaching
Universidad de Alcalá 2009 — 2010
Masters, Spanish, Education
Moravian College 2005 — 2009
B.A., Psychology, Spanish
Universitat d'Alacant 2008 — 2008
Spanish
Kshitija Datar's Penn Mutual Experience June 2007 - July 2009
Job Sr. Consultant
Industry Information Technology and Services
Experience
Robert Half International June 2011 - Present
Penn Mutual June 2007 - July 2009
Independence Blue Cross September 2005 - May 2007
Amper, Politziner & Mattia May 2005 - September 2005
Business Resource Solutions - CPA Firm June 2004 - April 2005
Elliott Building Group 2004 - 2004
Lucent Technologies April 2003 - August 2003
Skills
CISA, IT Audit, Risk Assessment, SOX, Compliance, CISSP - exam passed
Education
Monmouth University 2000 — 2002
Masters
University of Pune 1997 — 1999
MCM
Robert Half International June 2011 - Present
Penn Mutual June 2007 - July 2009
Independence Blue Cross September 2005 - May 2007
Amper, Politziner & Mattia May 2005 - September 2005
Business Resource Solutions - CPA Firm June 2004 - April 2005
Elliott Building Group 2004 - 2004
Lucent Technologies April 2003 - August 2003
Skills
CISA, IT Audit, Risk Assessment, SOX, Compliance, CISSP - exam passed
Education
Monmouth University 2000 — 2002
Masters
University of Pune 1997 — 1999
MCM
Danielle Vermitsky's Penn Mutual Experience 2008 - 2014
Job Information Security at Blank Rome LLP
Industry Legal Services
Experience
Blank Rome LLP 2014 - Present
Penn Mutual 2008 - 2014
Penn Mutual 2007 - 2008
Penn Mutual 2005 - 2007
Skills
Insurance, Disaster Recovery, IT Audit, Business Continuity, Governance, Information Technology, Information Security..., Vulnerability Management, PCI DSS, Vulnerability Assessment, Penetration Testing, ISO 27001, Computer Security, SAS70, Enterprise Risk..., Sarbanes-Oxley Act, Financial Risk, Data Center, Information Assurance, CISSP, Virtualization, VMware, Firewalls, Network Security, System Administration, Altiris Deployment..., IT Operations, Solution Architecture, Identity Management
Education
La Salle University
Blank Rome LLP 2014 - Present
Penn Mutual 2008 - 2014
Penn Mutual 2007 - 2008
Penn Mutual 2005 - 2007
Skills
Insurance, Disaster Recovery, IT Audit, Business Continuity, Governance, Information Technology, Information Security..., Vulnerability Management, PCI DSS, Vulnerability Assessment, Penetration Testing, ISO 27001, Computer Security, SAS70, Enterprise Risk..., Sarbanes-Oxley Act, Financial Risk, Data Center, Information Assurance, CISSP, Virtualization, VMware, Firewalls, Network Security, System Administration, Altiris Deployment..., IT Operations, Solution Architecture, Identity Management
Education
La Salle University
Jason Woytowich's Penn Mutual Experience April 2014 - Present
Job Manager, Reinsurance at Penn Mutual
Industry Financial Services
Experience
Penn Mutual April 2014 - Present
ING April 2010 - April 2014
ING December 2006 - April 2010
Deloitte September 2005 - December 2006
IBM June 2003 - August 2005
Skills
Financial Analysis, Compliance Operations, Risk Management, Forecasting, Budget Monitoring, Sarbanes-Oxley Act, Financial Reporting, Reinsurance, Financial Modeling, Financial Risk, Accounting, Insurance, Management, Financial Services
Education
Saint Joseph's University 2007 — 2009
MBA, Finance
Penn State University 1998 — 2003
B.S., Accounting
Penn Mutual April 2014 - Present
ING April 2010 - April 2014
ING December 2006 - April 2010
Deloitte September 2005 - December 2006
IBM June 2003 - August 2005
Skills
Financial Analysis, Compliance Operations, Risk Management, Forecasting, Budget Monitoring, Sarbanes-Oxley Act, Financial Reporting, Reinsurance, Financial Modeling, Financial Risk, Accounting, Insurance, Management, Financial Services
Education
Saint Joseph's University 2007 — 2009
MBA, Finance
Penn State University 1998 — 2003
B.S., Accounting
Natasha Karkacheva's Penn Mutual Experience March 2012 - September 2013
Job Software Development Professional, MBA, PMP, CSM
Industry Information Technology and Services
Experience
PointRoll April 2014 - Present
Member Solutions October 2013 - April 2014
Penn Mutual March 2012 - September 2013
Penn Mutual June 2006 - March 2012
Financial Software Systems September 1999 - May 2006
Skills
Business Analysis, C#, Java, SQL, Databases, Unix, Requirements Analysis, Microsoft SQL Server, Software Documentation, Web Services, Oracle, Process Improvement, SDLC, C++, CRM, Agile Methodologies
Education
Temple University - Fox School of Business and Management 2003 — 2009
MBA, MIS and Finance
Московский Государственный Университет Путей Сообщения (МИИТ) 1981 — 1986
MS, Applied Math & Computer Science
PointRoll April 2014 - Present
Member Solutions October 2013 - April 2014
Penn Mutual March 2012 - September 2013
Penn Mutual June 2006 - March 2012
Financial Software Systems September 1999 - May 2006
Skills
Business Analysis, C#, Java, SQL, Databases, Unix, Requirements Analysis, Microsoft SQL Server, Software Documentation, Web Services, Oracle, Process Improvement, SDLC, C++, CRM, Agile Methodologies
Education
Temple University - Fox School of Business and Management 2003 — 2009
MBA, MIS and Finance
Московский Государственный Университет Путей Сообщения (МИИТ) 1981 — 1986
MS, Applied Math & Computer Science
Al Heinzmann's Penn Mutual Experience August 2014 - Present
Job Senior Accountant at Penn Mutual
Industry Financial Services
Experience
Penn Mutual August 2014 - Present
KEANE January 2014 - June 2014
Alfred Angelo Inc, February 2005 - November 2013
SDI 2003 - 2005
Kulicke & Soffa 1999 - 2003
Skills
Cost Accounting, TM1, Fixed Assets, General Ledger, Accounting, Financial Reporting, Financial Analysis, Treasury Management, Finance, Forecasting, Payroll, Financial Modeling, Sarbanes-Oxley Act, ERP, SAP, Accounts Receivable, Budgets, SEC filings, Auditing, Account Reconciliation, Variance Analysis, Accounts Payable, Inventory Management, Cash Management, Revenue Recognition, Consolidation, Journal Entries, Sarbanes-Oxley, Accruals, Financial Statements
Education
La Salle University - School of Business Administration 2000 — 2003
Masters, Finance
Temple University - Fox School of Business and Management 1986 — 1992
Penn Mutual August 2014 - Present
KEANE January 2014 - June 2014
Alfred Angelo Inc, February 2005 - November 2013
SDI 2003 - 2005
Kulicke & Soffa 1999 - 2003
Skills
Cost Accounting, TM1, Fixed Assets, General Ledger, Accounting, Financial Reporting, Financial Analysis, Treasury Management, Finance, Forecasting, Payroll, Financial Modeling, Sarbanes-Oxley Act, ERP, SAP, Accounts Receivable, Budgets, SEC filings, Auditing, Account Reconciliation, Variance Analysis, Accounts Payable, Inventory Management, Cash Management, Revenue Recognition, Consolidation, Journal Entries, Sarbanes-Oxley, Accruals, Financial Statements
Education
La Salle University - School of Business Administration 2000 — 2003
Masters, Finance
Temple University - Fox School of Business and Management 1986 — 1992
Bill Markward's Penn Mutual Experience 2005 - 2005
Job Controller at Kremer Eye Center
Industry Hospital & Health Care
Experience
Kremer Eye Center January 2006 - Present
Penn Mutual 2005 - 2005
Heffler, Radetich & Saitta LLP May 1995 - November 2002
Skills
Internal Controls, Accounting, Financial Reporting, Financial Analysis
Education
La Salle University - School of Business Administration 1990 — 1995
Kremer Eye Center January 2006 - Present
Penn Mutual 2005 - 2005
Heffler, Radetich & Saitta LLP May 1995 - November 2002
Skills
Internal Controls, Accounting, Financial Reporting, Financial Analysis
Education
La Salle University - School of Business Administration 1990 — 1995
Gary Ramunni's Penn Mutual Experience December 2010 - June 2015
Job Senior Project Manager at Penn Mutual Insurance Co.
Industry Information Technology and Services
Experience
Available July 2015 - Present
Penn Mutual December 2010 - June 2015
Starpoint Solutions June 2010 - December 2010
Unitrin Direct November 2005 - April 2010
Harleysville Insurance December 2001 - November 2005
Computer Aid, Inc. March 1989 - September 2001
Skills
PMO, Process Improvement, SDLC, Business Intelligence, IT Service Management, Requirements Analysis, Vendor Management, Visio, Business Analysis, Management
Education
Northampton Community College 1980 — 1982
Available July 2015 - Present
Penn Mutual December 2010 - June 2015
Starpoint Solutions June 2010 - December 2010
Unitrin Direct November 2005 - April 2010
Harleysville Insurance December 2001 - November 2005
Computer Aid, Inc. March 1989 - September 2001
Skills
PMO, Process Improvement, SDLC, Business Intelligence, IT Service Management, Requirements Analysis, Vendor Management, Visio, Business Analysis, Management
Education
Northampton Community College 1980 — 1982
Ann Marie Grayeski's Penn Mutual Experience January 1985 - October 1987
Job EMC Information Intelligence Group
Industry Computer Software
Experience
EMC March 1998 - March 2014
DuPont Merck Pharmaceutical Company August 1995 - February 1998
Johnson & Johnson, Pharmaceutical Research Company February 1990 - August 1995
FMC Corporation October 1987 - February 1990
Penn Mutual January 1985 - October 1987
Analysts International Corporation (AIC) October 1982 - December 1984
MetLife August 1976 - October 1982
Skills
Enterprise Architecture, Solution Architecture, Software Project..., Process Improvement, Oracle, Databases, Unix, Linux, Documentum, Project Management, Training, XML, Integration, Software Documentation, Business Strategy, Cloud Computing, Healthcare Information..., Enterprise Software, Windows
Education
Marywood University 1970 — 1974
Bachelor of Arts (BA), Mathematics, Minors in Secondary Education, and Physics
St Rose High School 1966 — 1970
Salutatorian
Landmark Education
EMC March 1998 - March 2014
DuPont Merck Pharmaceutical Company August 1995 - February 1998
Johnson & Johnson, Pharmaceutical Research Company February 1990 - August 1995
FMC Corporation October 1987 - February 1990
Penn Mutual January 1985 - October 1987
Analysts International Corporation (AIC) October 1982 - December 1984
MetLife August 1976 - October 1982
Skills
Enterprise Architecture, Solution Architecture, Software Project..., Process Improvement, Oracle, Databases, Unix, Linux, Documentum, Project Management, Training, XML, Integration, Software Documentation, Business Strategy, Cloud Computing, Healthcare Information..., Enterprise Software, Windows
Education
Marywood University 1970 — 1974
Bachelor of Arts (BA), Mathematics, Minors in Secondary Education, and Physics
St Rose High School 1966 — 1970
Salutatorian
Landmark Education
David Brodsky's Penn Mutual Experience 1985 - 1987
Job Program Technical Manager at Independence Blue Cross
Industry Insurance
Experience
Independence Blue Cross February 2010 - Present
Independence Blue Cross March 1996 - February 2010
Independence Blue Cross April 1991 - March 1996
Fidelity Bank - Philadelphia 1988 - 1991
SmithKline Beecham 1987 - 1988
Penn Mutual 1985 - 1987
Skills
Program Management, Resource Management, HIPAA, Strategy, Cross-functional Team..., Project Management, SDLC, Visio, Management, Project Portfolio..., Business Analysis, Vendor Management, Business Requirements, Analysis, Software Project..., SharePoint, Process Improvement, PMO, Enterprise Architecture, Software Development, PMP, CRM, Enterprise Software, IT Strategy, IT Management, Requirements Analysis, Governance, Business Process, ITIL, Requirements Gathering, Agile Methodologies, Integration, Project Delivery, Systems Analysis, Business Process..., Agile Project Management, Business Intelligence, Data Warehousing, Software Documentation, MS Project, User Acceptance Testing, Disaster Recovery
Education
Temple University - Fox School of Business and Management
BBA, Computer and Information Science
Penn State University
BA, General Arts and Sciences
Independence Blue Cross February 2010 - Present
Independence Blue Cross March 1996 - February 2010
Independence Blue Cross April 1991 - March 1996
Fidelity Bank - Philadelphia 1988 - 1991
SmithKline Beecham 1987 - 1988
Penn Mutual 1985 - 1987
Skills
Program Management, Resource Management, HIPAA, Strategy, Cross-functional Team..., Project Management, SDLC, Visio, Management, Project Portfolio..., Business Analysis, Vendor Management, Business Requirements, Analysis, Software Project..., SharePoint, Process Improvement, PMO, Enterprise Architecture, Software Development, PMP, CRM, Enterprise Software, IT Strategy, IT Management, Requirements Analysis, Governance, Business Process, ITIL, Requirements Gathering, Agile Methodologies, Integration, Project Delivery, Systems Analysis, Business Process..., Agile Project Management, Business Intelligence, Data Warehousing, Software Documentation, MS Project, User Acceptance Testing, Disaster Recovery
Education
Temple University - Fox School of Business and Management
BBA, Computer and Information Science
Penn State University
BA, General Arts and Sciences
Fernando Feliciano's Penn Mutual Experience 1987 - 1995
Job Uniquely Experienced Professional in the fields of Finance and IT.
Industry Information Technology and Services
Experience
Financial Software Systems November 2010 - Present
Norristown Municipal Waste Authority 2005 - Present
BSA 2013 - 2014
Credit Suisse December 2000 - November 2010
Republic New York Securities 1995 - 2000
Penn Mutual 1987 - 1995
Skills
Financial Analysis, Budgeting, Accounting, Financial Reporting, Excel, Mac OS X, Software Project..., Budgets, Back Office, Business Analysis, Banking, Risk Management, Microsoft Excel, Customer Service, Business Development, Investments, Business Strategy, Equities, Finance, Fixed Income, Trading, Leadership
Education
La Salle University - School of Business Administration 1988 — 1994
Bachlors, Accounting
Peirce College 1985 — 1987
Associates, Accounting
Financial Software Systems November 2010 - Present
Norristown Municipal Waste Authority 2005 - Present
BSA 2013 - 2014
Credit Suisse December 2000 - November 2010
Republic New York Securities 1995 - 2000
Penn Mutual 1987 - 1995
Skills
Financial Analysis, Budgeting, Accounting, Financial Reporting, Excel, Mac OS X, Software Project..., Budgets, Back Office, Business Analysis, Banking, Risk Management, Microsoft Excel, Customer Service, Business Development, Investments, Business Strategy, Equities, Finance, Fixed Income, Trading, Leadership
Education
La Salle University - School of Business Administration 1988 — 1994
Bachlors, Accounting
Peirce College 1985 — 1987
Associates, Accounting
Daniil Boykis's Penn Mutual Experience March 2011 - July 2012
Job Software Developer at Charriot Solutions
Industry Computer Software
Experience
Chariot Solutions July 2012 - Present
Penn Mutual March 2011 - July 2012
Neustar November 2009 - March 2010
Skills
DNS, Java, Linux, Spring
Education
Penn State University
BS
Chariot Solutions July 2012 - Present
Penn Mutual March 2011 - July 2012
Neustar November 2009 - March 2010
Skills
DNS, Java, Linux, Spring
Education
Penn State University
BS
RoseAnna Sevcik's Penn Mutual Experience March 1996 - June 1999
Job Manager, Investor Relations
Industry Investment Management
Experience
Specialized Loan Servicing LLC March 2010 - Present
Terwin Money Management May 2004 - January 2009
Countrywide Home Loans July 2002 - May 2004
AIG SunAmerica July 1999 - July 2002
Penn Mutual March 1996 - June 1999
Life Insurance Company of the Southwest 1993 - 1996
Skills
Fixed Income, Portfolio Management, MBS, Trading, Securitization, Private Equity, Mortgage Lending, Investments, Structured Finance, Due Diligence, Financial Structuring, Credit Risk, Securities, Asset Management, Valuation, Credit Analysis, Analysis, CMBS, ABS, Capital Markets, Credit, Hedge Funds, Loans
Education
Missouri Southern State University 1981 — 1985
BBA, AS
BBA
Specialized Loan Servicing LLC March 2010 - Present
Terwin Money Management May 2004 - January 2009
Countrywide Home Loans July 2002 - May 2004
AIG SunAmerica July 1999 - July 2002
Penn Mutual March 1996 - June 1999
Life Insurance Company of the Southwest 1993 - 1996
Skills
Fixed Income, Portfolio Management, MBS, Trading, Securitization, Private Equity, Mortgage Lending, Investments, Structured Finance, Due Diligence, Financial Structuring, Credit Risk, Securities, Asset Management, Valuation, Credit Analysis, Analysis, CMBS, ABS, Capital Markets, Credit, Hedge Funds, Loans
Education
Missouri Southern State University 1981 — 1985
BBA, AS
BBA
Matthew Spring's Penn Mutual Experience October 2007 - Present
Job Senior Business Analyst at Penn Mutual
Industry Insurance
Experience
Penn Mutual October 2007 - Present
AllianceOne September 2005 - May 2007
PFPC September 2004 - August 2005
Skills
Business Analysis, SDLC, Requirements Analysis, Process Improvement, Management, Change Management, Vendor Management, Visio, Project Management, Business Process..., Analysis, iGrafx, Insurance
Education
La Salle University 2000 — 2004
Multimedia Graphic and System Design
Penn Mutual October 2007 - Present
AllianceOne September 2005 - May 2007
PFPC September 2004 - August 2005
Skills
Business Analysis, SDLC, Requirements Analysis, Process Improvement, Management, Change Management, Vendor Management, Visio, Project Management, Business Process..., Analysis, iGrafx, Insurance
Education
La Salle University 2000 — 2004
Multimedia Graphic and System Design
Margaret Fleming, CEBS's Penn Mutual Experience September 1986 - November 1988
Job Financial Services Professional
Industry Financial Services
Experience
Towers Perrin April 1993 - March 2000
United Pacific Life Insurance Company November 1988 - March 1993
Penn Mutual September 1986 - November 1988
Skills
Pensions, Compliance, Financial Reporting, Valuation, Annuities, Annuity, Retirement, Preparation
Education
New England College 1981 — 1984
B.A., Business Administration
Towers Perrin April 1993 - March 2000
United Pacific Life Insurance Company November 1988 - March 1993
Penn Mutual September 1986 - November 1988
Skills
Pensions, Compliance, Financial Reporting, Valuation, Annuities, Annuity, Retirement, Preparation
Education
New England College 1981 — 1984
B.A., Business Administration
Elina Khusid's Penn Mutual Experience July 2015 - Present
Job Conference and Recognition Coordinator at Penn Mutual
Industry Insurance
Experience
Penn Mutual July 2015 - Present
Penn Mutual September 2014 - Present
Penn Mutual April 2012 - Present
Insight Magazine January 2013 - January 2014
Independence Blue Cross April 2011 - July 2011
Skills
Writing, Editing, Blogging, Social Media Marketing, Copywriting, Journalism, White Papers, Content Development, Content Management, Corporate Communications, Marketing Communications, Internal Communications, Web Content, Newsletters, Proofreading, Copy Editing, Marketing, Web Content Management, Press Releases, Social Media, Magazines
Education
Penn State University 2006 — 2010
Penn Mutual July 2015 - Present
Penn Mutual September 2014 - Present
Penn Mutual April 2012 - Present
Insight Magazine January 2013 - January 2014
Independence Blue Cross April 2011 - July 2011
Skills
Writing, Editing, Blogging, Social Media Marketing, Copywriting, Journalism, White Papers, Content Development, Content Management, Corporate Communications, Marketing Communications, Internal Communications, Web Content, Newsletters, Proofreading, Copy Editing, Marketing, Web Content Management, Press Releases, Social Media, Magazines
Education
Penn State University 2006 — 2010
Tara Gladysz's Penn Mutual Experience February 2015 - August 2015
Job Insurance Business Professional Concentrating in Product and Technical Analysis.
Industry Insurance
Experience
Actively seeking positions in various companies. September 2015 - Present
Penn Mutual February 2015 - August 2015
Penn Mutual August 2009 - February 2015
Penn Mutual May 2004 - August 2009
Skills
Life Insurance, Insurance, Fixed Annuities, Financial Services, Variable Annuities, Business Analysis, Process Improvement, Leadership, Product and System..., Training, Calculations, Auditing Initiatives, Research
Education
Villanova University 2015 — 2016
Masters Certificate in Business Analysis
La Salle University
Master of Business Administration (M.B.A.)
Actively seeking positions in various companies. September 2015 - Present
Penn Mutual February 2015 - August 2015
Penn Mutual August 2009 - February 2015
Penn Mutual May 2004 - August 2009
Skills
Life Insurance, Insurance, Fixed Annuities, Financial Services, Variable Annuities, Business Analysis, Process Improvement, Leadership, Product and System..., Training, Calculations, Auditing Initiatives, Research
Education
Villanova University 2015 — 2016
Masters Certificate in Business Analysis
La Salle University
Master of Business Administration (M.B.A.)
Mitchell Beene's Penn Mutual Experience January 1980 - April 1984
Job Agency Principal and Broker at GlobalGreen Insurance of Chattanooga Beene Insurance Agency
Industry Insurance
Experience
Beene Insurance Agency January 2011 - Present
Allstate May 1995 - December 2010
Provident Life and Accident now UNUM May 1988 - April 1994
Provident Life and Accident Chattanooga now UNUM September 1986 - May 1988
Penn Mutual January 1980 - April 1984
Skills
Insurance, Property & Casualty..., Commercial Insurance, Term Life Insurance, Liability, Life Insurance, Sales, Health Insurance, Disability Insurance, Workers Compensation, Flood Insurance, Renters, Strategic Planning, Umbrella Insurance, RV, Homeowners, ATV, Marine Insurance, Casualty, Customer Service
Education
Mercer University 1973 — 1977
Bachelor of Arts, English, Sociology
The McCallie School 1968 — 1973
Diploma
Beene Insurance Agency January 2011 - Present
Allstate May 1995 - December 2010
Provident Life and Accident now UNUM May 1988 - April 1994
Provident Life and Accident Chattanooga now UNUM September 1986 - May 1988
Penn Mutual January 1980 - April 1984
Skills
Insurance, Property & Casualty..., Commercial Insurance, Term Life Insurance, Liability, Life Insurance, Sales, Health Insurance, Disability Insurance, Workers Compensation, Flood Insurance, Renters, Strategic Planning, Umbrella Insurance, RV, Homeowners, ATV, Marine Insurance, Casualty, Customer Service
Education
Mercer University 1973 — 1977
Bachelor of Arts, English, Sociology
The McCallie School 1968 — 1973
Diploma
Robert E Smith III's Penn Mutual Experience July 1995 - July 1996
Job Project Manager at Siemens Healthcare
Industry Information Technology and Services
Experience
Siemens Healthcare April 2013 - Present
AstraZeneca November 2012 - February 2013
Merck March 2012 - May 2012
sanofi-aventis June 2006 - January 2011
Aventis January 2000 - June 2006
Rhone-Poulenc Rorer July 1996 - January 2000
Penn Mutual July 1995 - July 1996
LRP Publications May 1993 - June 1995
The WEFA Group December 1988 - May 1993
Skills
Microsoft SQL Server, Oracle, Databases, Project Management Tools, Project Status Reporting, Full project lifecycle..., Managing Project Budgets, MS Project, Regulatory Projects, Project Managers, Crystal Reports, Change Management, Infrastructure, Visual Basic, C++, Software Development, Security, Quality Assurance
Education
Villanova University 1986 — 1989
MS, Computer Science
Muhlenberg College 1982 — 1986
BS, Chemisty
Siemens Healthcare April 2013 - Present
AstraZeneca November 2012 - February 2013
Merck March 2012 - May 2012
sanofi-aventis June 2006 - January 2011
Aventis January 2000 - June 2006
Rhone-Poulenc Rorer July 1996 - January 2000
Penn Mutual July 1995 - July 1996
LRP Publications May 1993 - June 1995
The WEFA Group December 1988 - May 1993
Skills
Microsoft SQL Server, Oracle, Databases, Project Management Tools, Project Status Reporting, Full project lifecycle..., Managing Project Budgets, MS Project, Regulatory Projects, Project Managers, Crystal Reports, Change Management, Infrastructure, Visual Basic, C++, Software Development, Security, Quality Assurance
Education
Villanova University 1986 — 1989
MS, Computer Science
Muhlenberg College 1982 — 1986
BS, Chemisty
Joseph Gallen's Penn Mutual Experience October 1997 - July 2001
Job Banking Professional
Industry Banking
Experience
FDIC April 2009 - Present
NJM Insurance Group January 2005 - December 2008
NJM Insurance Group October 2001 - January 2005
Penn Mutual October 1997 - July 2001
Penn Mutual April 1995 - October 1997
Penn Mutual April 1993 - April 1995
Skills
Banking, Risk Management, Auditing, Insurance, Underwriting, Analysis, Business Analysis, Compliance, Credit, Credit Analysis, Credit Risk, Due Diligence, Enterprise Risk..., Financial Modeling, Financial Services, Information Systems, Leadership, Loans, Management, Mortgage Lending, Operational Risk, Process Management, Regulations, Risk Analysis, Risk Assessment, Strategy, Team Building, Training, Retail Banking, Consumer Lending, Commercial Banking, Loan Origination, Mortgage Banking, Cash Management, Loan Servicing, Access, Residential Mortgages, Lines Of Credit, Customer Service, Commercial Lending, Vendor Management, Operational Risk..., Fraud
Education
La Salle University 1988 — 1992
Bachelor of Science, Finance
St. Joseph's Preparatory School 1984 — 1988
FDIC April 2009 - Present
NJM Insurance Group January 2005 - December 2008
NJM Insurance Group October 2001 - January 2005
Penn Mutual October 1997 - July 2001
Penn Mutual April 1995 - October 1997
Penn Mutual April 1993 - April 1995
Skills
Banking, Risk Management, Auditing, Insurance, Underwriting, Analysis, Business Analysis, Compliance, Credit, Credit Analysis, Credit Risk, Due Diligence, Enterprise Risk..., Financial Modeling, Financial Services, Information Systems, Leadership, Loans, Management, Mortgage Lending, Operational Risk, Process Management, Regulations, Risk Analysis, Risk Assessment, Strategy, Team Building, Training, Retail Banking, Consumer Lending, Commercial Banking, Loan Origination, Mortgage Banking, Cash Management, Loan Servicing, Access, Residential Mortgages, Lines Of Credit, Customer Service, Commercial Lending, Vendor Management, Operational Risk..., Fraud
Education
La Salle University 1988 — 1992
Bachelor of Science, Finance
St. Joseph's Preparatory School 1984 — 1988
Tara Ogden's Penn Mutual Experience February 2013 - February 2014
Job PMO Master Scheduler/PM at AmeriHealth Caritas
Industry Information Technology and Services
Experience
Talen Energy July 2015 - Present
AmeriHealth Caritas February 2014 - August 2014
Penn Mutual February 2013 - February 2014
VWR July 2012 - September 2012
Independence Blue Cross June 2010 - July 2012
Merck November 2009 - March 2010
PJM Interconnection August 2008 - November 2009
Exelon April 2007 - July 2008
Wyeth Pharmaceuticals July 2006 - December 2006
CH2M HILL 2001 - 2006
Skills
MS Project, Software Documentation, PMO, Project Portfolio..., Project Management, Project Planning, Integration, Process Improvement, SDLC, Management, Microsoft Project, Highly organized, Strong listening,..., Proficient in handling..., Ability to self-manage..., Resource Management, Vendor Management, Visio, Change Management, Testing, SharePoint, Program Management, Quality Assurance, Analysis, Cross-functional Team..., Business Process..., CA Clarity, Microsoft Excel
Education
Kutztown University of Pennsylvania
BS, Telecommunicatins
Talen Energy July 2015 - Present
AmeriHealth Caritas February 2014 - August 2014
Penn Mutual February 2013 - February 2014
VWR July 2012 - September 2012
Independence Blue Cross June 2010 - July 2012
Merck November 2009 - March 2010
PJM Interconnection August 2008 - November 2009
Exelon April 2007 - July 2008
Wyeth Pharmaceuticals July 2006 - December 2006
CH2M HILL 2001 - 2006
Skills
MS Project, Software Documentation, PMO, Project Portfolio..., Project Management, Project Planning, Integration, Process Improvement, SDLC, Management, Microsoft Project, Highly organized, Strong listening,..., Proficient in handling..., Ability to self-manage..., Resource Management, Vendor Management, Visio, Change Management, Testing, SharePoint, Program Management, Quality Assurance, Analysis, Cross-functional Team..., Business Process..., CA Clarity, Microsoft Excel
Education
Kutztown University of Pennsylvania
BS, Telecommunicatins
Dwight A. Spence, CFP®,CLTC's Penn Mutual Experience 1989 - 1995
Job Managing Partner, Spence, Cassidy & Associates, LLC and the companies of OneAmerica
Industry Financial Services
Experience
Spence, Cassidy & Associates, LLC and the companies of OneAmerica December 2008 - Present
MassMutual Financial Group September 2006 - December 2008
Spence, Driscoll and Company, Inc. Guardian July 1996 - September 2006
Penn Mutual/ National Financial Design 1992 - 1996
Penn Mutual 1989 - 1995
Provident Mutual/ National Financial Design 1988 - 1992
National Life of Vermont/ National Financial Design 1985 - 1988
Education
Northern Arizona University 1980 — 1984
BSBA, Marketing
College of Financial Planning
Certified Financial Planner, CFP
Spence, Cassidy & Associates, LLC and the companies of OneAmerica December 2008 - Present
MassMutual Financial Group September 2006 - December 2008
Spence, Driscoll and Company, Inc. Guardian July 1996 - September 2006
Penn Mutual/ National Financial Design 1992 - 1996
Penn Mutual 1989 - 1995
Provident Mutual/ National Financial Design 1988 - 1992
National Life of Vermont/ National Financial Design 1985 - 1988
Education
Northern Arizona University 1980 — 1984
BSBA, Marketing
College of Financial Planning
Certified Financial Planner, CFP
Brian Swain's Penn Mutual Experience June 1990 - November 1992
Job Senior Managing Director at Tiburon Capital Management a Grayco Alternatives Investment Manager
Industry Investment Management
Experience
Tiburon Capital Management- a Grayco Alternatives Investment Manager April 2013 - Present
Quattro Global Capital LLC September 1998 - April 2013
The Palladin Group December 1992 - April 1998
Penn Mutual June 1990 - November 1992
Skills
Chartered Financial..., Hedge Funds, Alternative Investments, Asset Management, Asset Allocation, Portfolio Management, Investments, Investment Strategies, Equities, Options, High Yield, Financial Analysis, Investment Management, Relative Value, Investment Advisory
Education
Penn State University 1986 — 1990
Bachelors of Science, Finance
Tiburon Capital Management- a Grayco Alternatives Investment Manager April 2013 - Present
Quattro Global Capital LLC September 1998 - April 2013
The Palladin Group December 1992 - April 1998
Penn Mutual June 1990 - November 1992
Skills
Chartered Financial..., Hedge Funds, Alternative Investments, Asset Management, Asset Allocation, Portfolio Management, Investments, Investment Strategies, Equities, Options, High Yield, Financial Analysis, Investment Management, Relative Value, Investment Advisory
Education
Penn State University 1986 — 1990
Bachelors of Science, Finance
Shirley Powell-Cohen's Penn Mutual Experience May 1980 - October 1986
Job Fiancial manager and homemaker at the moment
Industry Financial Services
Experience
home ExecutiveBanyan Associates, Inc.January 1994 - October 2004
CMS Companies October 1986 - January 1994
Penn Mutual May 1980 - October 1986
First Mutual Corporation May 1979 - May 1980
W. T. Grant Company 1973 - 1974
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Quicken
Education
Montgomery County Community College 2010 — 2011
Japanese Language and Literature, A
Temple University 2008 — 2009
Studied 3 classes in Horticulture - Woody Plants I and II and Herbacious Plants, A
The American College 1980 — 1986
CLU, Certified Life Underwriter
University of Delaware 1975 — 1979
Bachelor's Degree, Double Major in English and Communications
Cinnaminson High School 1972 — 1975
High School
University of Pennsylvania - The Wharton School
Studied Basic Programming
The Institute for Paralegal Training
Certificate in Estates and Trusts Law, Estates and Trusts
home ExecutiveBanyan Associates, Inc.January 1994 - October 2004
CMS Companies October 1986 - January 1994
Penn Mutual May 1980 - October 1986
First Mutual Corporation May 1979 - May 1980
W. T. Grant Company 1973 - 1974
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Quicken
Education
Montgomery County Community College 2010 — 2011
Japanese Language and Literature, A
Temple University 2008 — 2009
Studied 3 classes in Horticulture - Woody Plants I and II and Herbacious Plants, A
The American College 1980 — 1986
CLU, Certified Life Underwriter
University of Delaware 1975 — 1979
Bachelor's Degree, Double Major in English and Communications
Cinnaminson High School 1972 — 1975
High School
University of Pennsylvania - The Wharton School
Studied Basic Programming
The Institute for Paralegal Training
Certificate in Estates and Trusts Law, Estates and Trusts
Timothy Dluoik's Penn Mutual Experience June 2010 - December 2010
Job Audit Associate at KPMG
Industry Accounting
Experience
KPMG December 2010 - Present
Penn Mutual June 2010 - December 2010
Citigroup February 2010 - May 2010
Merrill Lynch February 2010 - May 2010
Education
Montclair State University 2006 — 2011
KPMG December 2010 - Present
Penn Mutual June 2010 - December 2010
Citigroup February 2010 - May 2010
Merrill Lynch February 2010 - May 2010
Education
Montclair State University 2006 — 2011
Rob Cerviello's Penn Mutual Experience 2004 - 2007
Job Manager/Financial Crimes Audit Team at Wells Fargo
Industry Banking
Experience
Wells Fargo 2013 - Present
TD Bank Group 2012 - 2012
TD Bank Group 2010 - 2012
Accume Partners 2010 - 2010
Berkadia Commercial Mortgage LLC 2007 - 2010
Penn Mutual 2004 - 2007
NJM 2002 - 2004
Skills
Internal Controls, Internal Audit, SOX Compliancy, Risk Assessment, Risk Management, Auditing
Education
La Salle University 2006 — 2008
MBA
Villanova University 1996 — 2000
BS, Finance
Wells Fargo 2013 - Present
TD Bank Group 2012 - 2012
TD Bank Group 2010 - 2012
Accume Partners 2010 - 2010
Berkadia Commercial Mortgage LLC 2007 - 2010
Penn Mutual 2004 - 2007
NJM 2002 - 2004
Skills
Internal Controls, Internal Audit, SOX Compliancy, Risk Assessment, Risk Management, Auditing
Education
La Salle University 2006 — 2008
MBA
Villanova University 1996 — 2000
BS, Finance
Divya Lulla's Penn Mutual Experience May 2013 - Present
Job Underwriting Analyst
Industry Financial Services
Experience
Penn Mutual May 2013 - Present
Penn Mutual May 2011 - May 2013
Prudential Financial August 2010 - April 2011
StockShop LLC January 2009 - September 2010
Celera Networks Inc January 2008 - December 2008
EF Education January 2007 - July 2007
Marriott International July 2005 - August 2005
Skills
PowerPoint, Time Management, Customer Service, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook
Education
Northeastern University 2005 — 2010
Business- Marketing & Entrepreneurship
Antilles SchoolSt.Thomas, USVI College Preparatory
Northeastern University
Bachelor of Science, Business Administration; Marketing and Entrepreneurship
Penn Mutual May 2013 - Present
Penn Mutual May 2011 - May 2013
Prudential Financial August 2010 - April 2011
StockShop LLC January 2009 - September 2010
Celera Networks Inc January 2008 - December 2008
EF Education January 2007 - July 2007
Marriott International July 2005 - August 2005
Skills
PowerPoint, Time Management, Customer Service, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook
Education
Northeastern University 2005 — 2010
Business- Marketing & Entrepreneurship
Antilles SchoolSt.Thomas, USVI College Preparatory
Northeastern University
Bachelor of Science, Business Administration; Marketing and Entrepreneurship
Sandra Chu's Penn Mutual Experience June 2012 - Present
Job Senior Practice Management Analyst at Penn Mutual
Industry Financial Services
Experience
Penn Mutual June 2012 - Present
Penn Mutual Life Insurance Company April 2003 - June 2012
Penn Mutual Life Insurance Company April 2001 - March 2003
Penn Mutual Life Insurance Company October 1999 - March 2001
ATD American Company August 1999 - October 1999
Skills
Variable Annuities, Fixed Annuities, Insurance, Life Insurance, Retirement Planning, Series 6, Sales, Retirement, FINRA Series 6 Licensed, LOMA Designated..., Financial Advisory, Series 63, 401k, Investments
Education
Penn State University 1994 — 2004
Bachelor's degree, Biobehavioral Health and Psychology
Pennsylvania State University 1994 — 2004
B.A, Psychological and Social Sciences Major
Penn Mutual June 2012 - Present
Penn Mutual Life Insurance Company April 2003 - June 2012
Penn Mutual Life Insurance Company April 2001 - March 2003
Penn Mutual Life Insurance Company October 1999 - March 2001
ATD American Company August 1999 - October 1999
Skills
Variable Annuities, Fixed Annuities, Insurance, Life Insurance, Retirement Planning, Series 6, Sales, Retirement, FINRA Series 6 Licensed, LOMA Designated..., Financial Advisory, Series 63, 401k, Investments
Education
Penn State University 1994 — 2004
Bachelor's degree, Biobehavioral Health and Psychology
Pennsylvania State University 1994 — 2004
B.A, Psychological and Social Sciences Major
Robert L. Conti's Penn Mutual Experience January 1970 - January 1973
Job Consultant
Industry Logistics and Supply Chain
Experience
Imprint Enterprises January 1975 - Present
Penn Mutual January 1970 - January 1973
Skills
Supply Chain Management, B2B, Product Management, Business Development, Product Development, Negotiation, Key Account Management, New Business Development, Sales Management, Solution Selling, Management, Business Strategy, Direct Sales
Education
Loyola University of Chicago 1963 — 1967
Bachelor of Business Administration (B.B.A.)
Imprint Enterprises January 1975 - Present
Penn Mutual January 1970 - January 1973
Skills
Supply Chain Management, B2B, Product Management, Business Development, Product Development, Negotiation, Key Account Management, New Business Development, Sales Management, Solution Selling, Management, Business Strategy, Direct Sales
Education
Loyola University of Chicago 1963 — 1967
Bachelor of Business Administration (B.B.A.)
Damian Fuschetto's Penn Mutual Experience September 2001 - February 2013
Job Sr Exchange Administrator at Vencore Inc.
Industry Information Technology and Services
Experience
Vencore Inc. February 2013 - Present
Penn Mutual September 2001 - February 2013
VOICESTREAM COMMUNICATIONS LIMITED October 1996 - September 2001
Skills
Microsoft Exchange
Education
Lincoln Technical Institute-Allentown
Computer Electronics, Computers
Vencore Inc. February 2013 - Present
Penn Mutual September 2001 - February 2013
VOICESTREAM COMMUNICATIONS LIMITED October 1996 - September 2001
Skills
Microsoft Exchange
Education
Lincoln Technical Institute-Allentown
Computer Electronics, Computers
Allan Cherry's Penn Mutual Experience June 2012 - Present
Job Director, Financial Accounting at Penn Mutual
Industry Insurance
Experience
Penn Mutual June 2012 - Present
Penn Mutual October 2005 - June 2012
AF&L Insurance Company March 2003 - October 2005
Skills
Accounting, GAAP, Finance, Financial Statements, Insurance, Financial Reporting, Process Improvement, Consolidation, Financial Analysis, Internal Controls, Statutory Accounting, Microsoft Excel
Education
Muhlenberg College 1990 — 1992
B.S., Accounting
Penn Mutual June 2012 - Present
Penn Mutual October 2005 - June 2012
AF&L Insurance Company March 2003 - October 2005
Skills
Accounting, GAAP, Finance, Financial Statements, Insurance, Financial Reporting, Process Improvement, Consolidation, Financial Analysis, Internal Controls, Statutory Accounting, Microsoft Excel
Education
Muhlenberg College 1990 — 1992
B.S., Accounting
Josephine Randazzo's Penn Mutual Experience March 2010 - May 2011
Job New Business Support
Industry Insurance
Experience
Penn Mutual March 2010 - May 2011
Penn Mutual Life March 2010 - May 2011
Wechsler Financial Group, Inc June 1996 - September 2009
Economic Growth Group, Inc September 1994 - June 1996
Skills
Notary Public, NYS Insurance License, Insurance, Estate Planning, Fixed Annuities, Retirement Planning, Disability Insurance, Underwriting, Long-term Care
Education
Metropolitan College of New York 2000 — 2002
Long Island University 1996 — 1998
Penn Mutual March 2010 - May 2011
Penn Mutual Life March 2010 - May 2011
Wechsler Financial Group, Inc June 1996 - September 2009
Economic Growth Group, Inc September 1994 - June 1996
Skills
Notary Public, NYS Insurance License, Insurance, Estate Planning, Fixed Annuities, Retirement Planning, Disability Insurance, Underwriting, Long-term Care
Education
Metropolitan College of New York 2000 — 2002
Long Island University 1996 — 1998
Timothy Eife's Penn Mutual Experience July 2010 - January 2011
Job Senior Associate Advisory Management Consulting, KPMG
Industry Management Consulting
Experience
KPMG November 2014 - Present
JPMorgan Chase April 2013 - November 2014
JPMorgan Chase March 2011 - April 2013
Caesars Entertainment Corporation January 2011 - March 2011
Penn Mutual July 2010 - January 2011
Arthur J. Gallagher & Co Insurance June 2009 - August 2009
College Works Painting February 2007 - July 2007
Skills
Insurance, Investments, Series 7, Strategic Financial..., Series 63, Mutual Funds, Sales, Underwriting, Financial Analysis, Risk Management, Money Market Funds, Banking, Asset Management, Microsoft Excel, Finance, Trading, Securities, Wealth Management, Real Estate, Real Estate Acquisitions, Real Estate Investor, Trade Fund Management, Financial Modeling
Education
New York University 2015 — 2017
Master’s Degree, Real Estate
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration (B.B.A.), Risk Management & Insurance/Legal Studies (Double Major)
KPMG November 2014 - Present
JPMorgan Chase April 2013 - November 2014
JPMorgan Chase March 2011 - April 2013
Caesars Entertainment Corporation January 2011 - March 2011
Penn Mutual July 2010 - January 2011
Arthur J. Gallagher & Co Insurance June 2009 - August 2009
College Works Painting February 2007 - July 2007
Skills
Insurance, Investments, Series 7, Strategic Financial..., Series 63, Mutual Funds, Sales, Underwriting, Financial Analysis, Risk Management, Money Market Funds, Banking, Asset Management, Microsoft Excel, Finance, Trading, Securities, Wealth Management, Real Estate, Real Estate Acquisitions, Real Estate Investor, Trade Fund Management, Financial Modeling
Education
New York University 2015 — 2017
Master’s Degree, Real Estate
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration (B.B.A.), Risk Management & Insurance/Legal Studies (Double Major)
Mellissa Patterson's Penn Mutual Experience September 2007 - December 2008
Job Legal Administrative Assistant
Industry Government Administration
Experience
Marshall Dennehey Warner Coleman & Goggin, P.C. August 2013 - Present
Montgomery County Court of Common Pleas April 2011 - August 2013
Montgomery County Court of Common Pleas November 2010 - April 2011
Penn Mutual September 2007 - December 2008
Toll Brothers July 2003 - July 2005
Skills
Research, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Teaching, Photoshop, Training, Call Centers, Courts, English, Budgets, Windows, HTML, Public Speaking, Policy, Outlook, Customer Service, Trials, Strategic Planning, Data Entry, Administrative..., Criminal Law, Administrative...
Education
Computer Learning Center 1999 — 2000
Certificate in Network Technology, Computer Systems Networking and Telecommunications
Montgomery County Community College
Marshall Dennehey Warner Coleman & Goggin, P.C. August 2013 - Present
Montgomery County Court of Common Pleas April 2011 - August 2013
Montgomery County Court of Common Pleas November 2010 - April 2011
Penn Mutual September 2007 - December 2008
Toll Brothers July 2003 - July 2005
Skills
Research, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Teaching, Photoshop, Training, Call Centers, Courts, English, Budgets, Windows, HTML, Public Speaking, Policy, Outlook, Customer Service, Trials, Strategic Planning, Data Entry, Administrative..., Criminal Law, Administrative...
Education
Computer Learning Center 1999 — 2000
Certificate in Network Technology, Computer Systems Networking and Telecommunications
Montgomery County Community College
Matt Miceli's Penn Mutual Experience August 2012 - March 2014
Job Manager of Trade Marketing at alphabroder
Industry Apparel & Fashion
Experience
alphabroder February 2015 - Present
alphabroder March 2014 - February 2015
Penn Mutual August 2012 - March 2014
Lincoln Financial Group April 2009 - August 2012
Lincoln Financial Group October 2007 - April 2009
Vanguard 2006 - 2007
Vanguard February 2005 - March 2006
Penn Valley Chemical 2004 - 2005
Skills
Product Marketing, Strategic Marketing, Brand Messaging, Sales Collateral..., Consumer Promotions, Website Content..., Direct Mail Campaigns, E-Mail Marketing, Cross-Selling, Market Research, Communications, Advertising, Project Management, Team Leadership, Workshop Facilitation, Training, Email Marketing, Marketing Research, Marketing Strategy, Sales
Education
La Salle University 2009 — 2012
MBA, Management
Susquehanna University 2001 — 2004
Bachelor of Science, Business Administration
alphabroder February 2015 - Present
alphabroder March 2014 - February 2015
Penn Mutual August 2012 - March 2014
Lincoln Financial Group April 2009 - August 2012
Lincoln Financial Group October 2007 - April 2009
Vanguard 2006 - 2007
Vanguard February 2005 - March 2006
Penn Valley Chemical 2004 - 2005
Skills
Product Marketing, Strategic Marketing, Brand Messaging, Sales Collateral..., Consumer Promotions, Website Content..., Direct Mail Campaigns, E-Mail Marketing, Cross-Selling, Market Research, Communications, Advertising, Project Management, Team Leadership, Workshop Facilitation, Training, Email Marketing, Marketing Research, Marketing Strategy, Sales
Education
La Salle University 2009 — 2012
MBA, Management
Susquehanna University 2001 — 2004
Bachelor of Science, Business Administration
STEPHEN ZEIDLER's Penn Mutual Experience September 2014 - Present
Job Practice Management Analyst at Penn Mutual
Industry Financial Services
Experience
Penn Mutual September 2014 - Present
Lincoln Investment January 2014 - September 2014
Prudential Financial August 2009 - April 2013
Kolber Marketing January 2008 - June 2008
Skills
Insurance, Investments, Mutual Funds, Financial Services, Retirement Planning, Customer Service, Certfications: SERIES 6
Education
La Salle University 2012 — 2012
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General, 3.33
Penn Mutual September 2014 - Present
Lincoln Investment January 2014 - September 2014
Prudential Financial August 2009 - April 2013
Kolber Marketing January 2008 - June 2008
Skills
Insurance, Investments, Mutual Funds, Financial Services, Retirement Planning, Customer Service, Certfications: SERIES 6
Education
La Salle University 2012 — 2012
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General, 3.33
Stanley Paul's Penn Mutual Experience July 2013 - November 2013
Job Electrical Engineer in Training at COLLADO ENGINEERING, P.C.
Industry Construction
Experience
COLLADO ENGINEERING, P.C. May 2015 - Present
WyzAnt Tutoring October 2013 - Present
COLLADO ENGINEERING, P.C. February 2015 - May 2015
JPMorgan Chase & Co. December 2013 - February 2015
Rainforest Alliance September 2014 - January 2015
Penn Mutual July 2013 - November 2013
Edu Tek Ltd. July 2013 - September 2013
Manhattan College April 2013 - June 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Windows 7, Simulink, PSpice, OrCAD Capture CIS, AutoCAD
Education
Manhattan College 2013 — 2015
Master of Science (M.S.), Electrical Engineering
Stony Brook University 2009 — 2012
Bachelor of Science (B.S.), Applied Mathematics and Statistics
COLLADO ENGINEERING, P.C. May 2015 - Present
WyzAnt Tutoring October 2013 - Present
COLLADO ENGINEERING, P.C. February 2015 - May 2015
JPMorgan Chase & Co. December 2013 - February 2015
Rainforest Alliance September 2014 - January 2015
Penn Mutual July 2013 - November 2013
Edu Tek Ltd. July 2013 - September 2013
Manhattan College April 2013 - June 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Windows 7, Simulink, PSpice, OrCAD Capture CIS, AutoCAD
Education
Manhattan College 2013 — 2015
Master of Science (M.S.), Electrical Engineering
Stony Brook University 2009 — 2012
Bachelor of Science (B.S.), Applied Mathematics and Statistics
Frank DePaola's Penn Mutual Experience January 2002 - Present
Job Managing Partner, Penn Mutual (PEGG)
Industry Insurance
Experience
Penn Mutual January 2002 - Present
provident mutual March 1989 - January 2002
mony April 1981 - March 1989
Skills
Investments, Insurance, Universal Life, Life Insurance, IRAs, Fixed Annuities, Estate Planning
Education
beckley college 1966 — 1968
Montclair State University
Penn Mutual January 2002 - Present
provident mutual March 1989 - January 2002
mony April 1981 - March 1989
Skills
Investments, Insurance, Universal Life, Life Insurance, IRAs, Fixed Annuities, Estate Planning
Education
beckley college 1966 — 1968
Montclair State University
Jamal Campbell's Penn Mutual Experience September 2005 - Present
Job Senior Marketing & Training Professional at Penn Mutual
Industry Financial Services
Experience
Penn Mutual September 2005 - Present
Skills
Insurance, CRM, Financial Services, Business Analysis, Training, Project Management, Strategic Planning, Analytics, Segmentation, Marketing Communications, Marketing Strategy, Lead Generation, Marketing, Management, Customer Service, SAS, Series 7
Education
Northwestern University 2012 — 2014
Master of Science in Predictive Analytics
Pennsylvania State University-State College 1997 — 2001
Telecommunications/Business Administration
Penn Mutual September 2005 - Present
Skills
Insurance, CRM, Financial Services, Business Analysis, Training, Project Management, Strategic Planning, Analytics, Segmentation, Marketing Communications, Marketing Strategy, Lead Generation, Marketing, Management, Customer Service, SAS, Series 7
Education
Northwestern University 2012 — 2014
Master of Science in Predictive Analytics
Pennsylvania State University-State College 1997 — 2001
Telecommunications/Business Administration
William N. Allen's Penn Mutual Experience 1992 - 1997
Job Sr. Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 1997 - Present
Penn Mutual 1992 - 1997
Penn Mutual 1985 - 1992
Citibank (Delaware) 1983 - 1985
Skills
Investments, Equities, Mutual Funds, Series 7, Financial Analysis, Series 63, Financial Services, Portfolio Management, Financial Modeling, Strategic Financial..., Wealth Management, Retirement Planning, Securities, Fixed Income, Relationship Management
Education
La Salle University 1974 — 1977
Vanguard December 1997 - Present
Penn Mutual 1992 - 1997
Penn Mutual 1985 - 1992
Citibank (Delaware) 1983 - 1985
Skills
Investments, Equities, Mutual Funds, Series 7, Financial Analysis, Series 63, Financial Services, Portfolio Management, Financial Modeling, Strategic Financial..., Wealth Management, Retirement Planning, Securities, Fixed Income, Relationship Management
Education
La Salle University 1974 — 1977
Peter Custis's Penn Mutual Experience March 2000 - Present
Job Annuity Service Rep
Industry Insurance
Experience
Penn Mutual March 2000 - Present
Education
Lincoln University 1994 — 1998
Bachelor's degree, Physics
Central High School 1990 — 1994
Penn Mutual March 2000 - Present
Education
Lincoln University 1994 — 1998
Bachelor's degree, Physics
Central High School 1990 — 1994
Mary Kathleen Gillespie's Penn Mutual Experience May 2012 - August 2012
Job Summer Law Clerk at Lavin, O'Neil, Cedrone & DiSipio
Industry
Experience
Lavin, O'Neil, Cedrone & DiSipio May 2014 - Present
Thomson Reuters August 2013 - Present
The Honorable Glynnis D.. Hill, Philadelphia Court of Common Pleas May 2013 - August 2013
Penn Mutual May 2012 - August 2012
La Salle University, Sheekey Writing Center August 2010 - April 2012
La Salle College High School Summer Session June 2003 - June 2011
Skills
Legal Research, Legal Writing, Marketing
Education
Temple University - James E. Beasley School of Law 2012 — 2015
La Salle University 2008 — 2012
Bachelor of Arts (BA), American Studies
Mount Saint Joseph Academy 2004 — 2008
Lavin, O'Neil, Cedrone & DiSipio May 2014 - Present
Thomson Reuters August 2013 - Present
The Honorable Glynnis D.. Hill, Philadelphia Court of Common Pleas May 2013 - August 2013
Penn Mutual May 2012 - August 2012
La Salle University, Sheekey Writing Center August 2010 - April 2012
La Salle College High School Summer Session June 2003 - June 2011
Skills
Legal Research, Legal Writing, Marketing
Education
Temple University - James E. Beasley School of Law 2012 — 2015
La Salle University 2008 — 2012
Bachelor of Arts (BA), American Studies
Mount Saint Joseph Academy 2004 — 2008
MetLife
AXA Equitable
Prudential
Protective Life
Metropolitan Life Insurance Company
American National Insurance
Torchmark Corporation
Met Life