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
Brian Schreck Brian Schreck's Penn Mutual Experience February 1992 - Present
Job Registered Rep at Penn Mutual
Industry Insurance
Experience
Penn Mutual February 1992 - Present
Skills
Retirement Planning, Insurance, Life Insurance, Retirement, Fixed Annuities, Disability Insurance, Financial Planning, 401k, Small Business, Investments
Education
Rockhurst University
Penn Mutual February 1992 - Present
Skills
Retirement Planning, Insurance, Life Insurance, Retirement, Fixed Annuities, Disability Insurance, Financial Planning, 401k, Small Business, Investments
Education
Rockhurst University
M. A. Brock Sr. M. A. Brock Sr.'s Penn Mutual Experience January 1974 - March 1976
Job President at Qi Center
Industry Health, Wellness and Fitness
Experience
Qi Center January 2010 - Present
The Mihdi Joon Fund January 2000 - December 2013
Manulife Financial August 1979 - 1981
Bermuda Fire & Marine March 1976 - August 1979
Penn Mutual January 1974 - March 1976
WGHP-TV September 1972 - 1974
WKIX Radio September 1971 - August 1973
Skills
Microsoft Office, Research, English, Microsoft Excel, Customer Service, Strategic Planning, PowerPoint, Outlook, Teaching, Public Speaking, Team Building, Coaching, Editing, Leadership Development, Nonprofits, Social Media, Leadership
Education
Shaw University 1966 — 1972
Bachelor's Degree, Communication - Major radio - TV - Motion Picture
Pine Forge Academy - Pennsylvania -USA 1961 — 1966
High School, General
Howard Academy - Bermuda 1959 — 1961
High School, General
Northlands Primary 1953 — 1959
Qi Center January 2010 - Present
The Mihdi Joon Fund January 2000 - December 2013
Manulife Financial August 1979 - 1981
Bermuda Fire & Marine March 1976 - August 1979
Penn Mutual January 1974 - March 1976
WGHP-TV September 1972 - 1974
WKIX Radio September 1971 - August 1973
Skills
Microsoft Office, Research, English, Microsoft Excel, Customer Service, Strategic Planning, PowerPoint, Outlook, Teaching, Public Speaking, Team Building, Coaching, Editing, Leadership Development, Nonprofits, Social Media, Leadership
Education
Shaw University 1966 — 1972
Bachelor's Degree, Communication - Major radio - TV - Motion Picture
Pine Forge Academy - Pennsylvania -USA 1961 — 1966
High School, General
Howard Academy - Bermuda 1959 — 1961
High School, General
Northlands Primary 1953 — 1959
Ken Formicola, PMP Ken Formicola, PMP's Penn Mutual Experience 1984 - 1986
Job Sr. Manager, Pfizer Global Quality Center Program at Pfizer
Industry Pharmaceuticals
Experience
Pfizer May 2012 - Present
Pfizer March 2010 - April 2012
Pfizer 2009 - March 2010
Wyeth Pharmaceuticals January 1998 - December 2008
Pfizer January 1996 - December 1998
Aon 1991 - 1996
Union Fidelity Life Insurance 1986 - 1991
Penn Mutual 1984 - 1986
Skills
Disaster Recovery, Leadership, ITIL, Vendor Management, SDLC, IT Management, IT Strategy, Change Control, PMP, Enterprise Architecture, Data Center, Business Continuity, Business Analysis, Solution Architecture, Unix, IT Operations, Program Management, Management, Servers, Databases, Change Management, Infrastructure, Business Process, SAN, Strategy, Perl, Integration, Project Portfolio..., Process Improvement, Business Intelligence, Cross-functional Team..., IT Service Management, Networking, Risk Management
Education
Pennsylvania State University-Great Valley Graduate Center 2004 — 2006
MIS, Computer Sciences
Temple University 1981 — 1984
Bachelor of Business Administration, Computer Sciences
Pfizer May 2012 - Present
Pfizer March 2010 - April 2012
Pfizer 2009 - March 2010
Wyeth Pharmaceuticals January 1998 - December 2008
Pfizer January 1996 - December 1998
Aon 1991 - 1996
Union Fidelity Life Insurance 1986 - 1991
Penn Mutual 1984 - 1986
Skills
Disaster Recovery, Leadership, ITIL, Vendor Management, SDLC, IT Management, IT Strategy, Change Control, PMP, Enterprise Architecture, Data Center, Business Continuity, Business Analysis, Solution Architecture, Unix, IT Operations, Program Management, Management, Servers, Databases, Change Management, Infrastructure, Business Process, SAN, Strategy, Perl, Integration, Project Portfolio..., Process Improvement, Business Intelligence, Cross-functional Team..., IT Service Management, Networking, Risk Management
Education
Pennsylvania State University-Great Valley Graduate Center 2004 — 2006
MIS, Computer Sciences
Temple University 1981 — 1984
Bachelor of Business Administration, Computer Sciences
John B. Hitchcock John B. Hitchcock's Penn Mutual Experience 1990 - 1998
Job Sales Vice President at Lion Street
Industry Insurance
Experience
Lion Street January 2015 - Present
Lincoln Financial Group January 2011 - June 2014
Crump Insurance Services July 2004 - December 2010
Manu Life 1990 - 2000
Penn Mutual 1990 - 1998
Skills
Life Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Insurance, Sales, Long-term Care, Financial Services, Management, Retirement, Retirement Planning, Universal Life, Long Term Care Insurance, Series 6, Series 63, 401k, Indexed Annuities, Medical Underwriting, Underwriting, Leadership, Employee Benefits, Health Insurance
Education
Sacramento City College 1982 — 1984
Associate of Arts (AA), Criminal Justice/Police Science
Lion Street January 2015 - Present
Lincoln Financial Group January 2011 - June 2014
Crump Insurance Services July 2004 - December 2010
Manu Life 1990 - 2000
Penn Mutual 1990 - 1998
Skills
Life Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Insurance, Sales, Long-term Care, Financial Services, Management, Retirement, Retirement Planning, Universal Life, Long Term Care Insurance, Series 6, Series 63, 401k, Indexed Annuities, Medical Underwriting, Underwriting, Leadership, Employee Benefits, Health Insurance
Education
Sacramento City College 1982 — 1984
Associate of Arts (AA), Criminal Justice/Police Science
Kari Jensen's Penn Mutual Experience October 2013 - April 2015
Job Receptionist at Penn Mutual
Industry Insurance
Experience
Penn Mutual October 2013 - April 2015
Skills
Receptionist Duties, Account Management, Insurance, Sales, Receptions, Administrative..., New Business Development, Customer Service, Process Improvement, Employee Benefits, Outlook, Leadership, Marketing, Microsoft Office, Data Entry, Training, Microsoft Excel
Education
National Institute of Medical Aesthetics 2012 — 2013
Master Esthetics
Salt Lake Community College
General
Penn Mutual October 2013 - April 2015
Skills
Receptionist Duties, Account Management, Insurance, Sales, Receptions, Administrative..., New Business Development, Customer Service, Process Improvement, Employee Benefits, Outlook, Leadership, Marketing, Microsoft Office, Data Entry, Training, Microsoft Excel
Education
National Institute of Medical Aesthetics 2012 — 2013
Master Esthetics
Salt Lake Community College
General
Christopher J. Citurs Christopher J. Citurs's Penn Mutual Experience January 2012 - July 2013
Job President at Raptor Resources, LLC
Industry Financial Services
Experience
Raptor Resources, LLC July 2014 - Present
Citurs Financial Group March 2009 - Present
Penn Mutual January 2012 - July 2013
Ohio National Financial Services March 2009 - January 2012
Northwestern Mutual July 2000 - March 2009
Skills
Wealth Management, Fixed Annuities, Management, Retirement Planning, Investments, Estate Planning, Life Insurance, Finance, 401k, Disability Insurance, Employee Benefits, Securities, Business Planning, Strategy, Retirement, Small Business
Education
St. Cloud State University - Herberger Business School 1997 — 2000
B.S., Finance
Raptor Resources, LLC July 2014 - Present
Citurs Financial Group March 2009 - Present
Penn Mutual January 2012 - July 2013
Ohio National Financial Services March 2009 - January 2012
Northwestern Mutual July 2000 - March 2009
Skills
Wealth Management, Fixed Annuities, Management, Retirement Planning, Investments, Estate Planning, Life Insurance, Finance, 401k, Disability Insurance, Employee Benefits, Securities, Business Planning, Strategy, Retirement, Small Business
Education
St. Cloud State University - Herberger Business School 1997 — 2000
B.S., Finance
Brendan Dooley, CRPC® Brendan Dooley, CRPC®'s Penn Mutual Experience June 2008 - August 2008
Job Financial Advisor at MLS Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Wells Fargo Advisors, LLC October 2012 - December 2014
Wells Fargo Bank, N.A. July 2010 - October 2012
Mihlfeld & Associates September 2009 - May 2010
Penn State University January 2009 - July 2009
Penn State University October 2006 - July 2009
Urish Popeck & Co., LLC January 2009 - April 2009
Penn State University January 2008 - January 2009
Penn Mutual June 2008 - August 2008
Education
Penn State University 2005 — 2009
B.S., Economics
Hatboro-Horsham High School
Ameriprise Financial Services, Inc. December 2014 - Present
Wells Fargo Advisors, LLC October 2012 - December 2014
Wells Fargo Bank, N.A. July 2010 - October 2012
Mihlfeld & Associates September 2009 - May 2010
Penn State University January 2009 - July 2009
Penn State University October 2006 - July 2009
Urish Popeck & Co., LLC January 2009 - April 2009
Penn State University January 2008 - January 2009
Penn Mutual June 2008 - August 2008
Education
Penn State University 2005 — 2009
B.S., Economics
Hatboro-Horsham High School
Deborah Smart's Penn Mutual Experience September 1968 - November 1985
Job Author, Publisher, Publishing Coach and Executive Producer
Industry Publishing
Experience
One Smart Lady Productions, LLC June 2013 - Present
One Smart Lady Productions January 2012 - Present
Stay Focused Magazine January 2014 - Present
Deborah Wilson Smart 2011 - Present
Gladstone Publishing Services January 1998 - December 2011
University of Pennsylvania - Netter Center for Community September 2009 - August 2010
Philadelphia Freedom School - Community in Schools Program June 2009 - August 2009
University of Pennsylvania - Netter Center for Community September 2008 - August 2009
Direct Konnections, Inc. 1986 - 2008
Penn Mutual September 1968 - November 1985
Skills
Books, Business Development, Community Outreach, Creative Writing, Curriculum Design, Documentaries, Entrepreneurship, Entertainment, Editorial, Film Production, Graphic Design, Leadership, Microsoft Office, Social Networking, Newsletters, Photoshop, PowerPoint, Publishing, QuarkXPress, Video Production, Video Editing, Windows, Web Design, Wordpress, Youth Mentoring, Blogging, Editing, Public Speaking, Internet, Problem Solving, eBook Programming, Multimedia, Christian Ministry, Youth Ministry, E-Learning, Events, Twitter, YouTube, Web Content, Copywriting, WordPress, Proofreading, Copy Editing, Research, Training, Freelance Writing, Non-fiction, Storytelling, Poetry, Photography
Education
Green Grove Bible Institute 2012 — 2020
Theology/Theological Studies
Living Word Biblical Counseling Center 2005 — 2007
Certificate, Biblical Counseling
Saint Joseph's University 1976 — 1986
Associate of Science (A.S.), Business Administration and Management, General
One Smart Lady Productions, LLC June 2013 - Present
One Smart Lady Productions January 2012 - Present
Stay Focused Magazine January 2014 - Present
Deborah Wilson Smart 2011 - Present
Gladstone Publishing Services January 1998 - December 2011
University of Pennsylvania - Netter Center for Community September 2009 - August 2010
Philadelphia Freedom School - Community in Schools Program June 2009 - August 2009
University of Pennsylvania - Netter Center for Community September 2008 - August 2009
Direct Konnections, Inc. 1986 - 2008
Penn Mutual September 1968 - November 1985
Skills
Books, Business Development, Community Outreach, Creative Writing, Curriculum Design, Documentaries, Entrepreneurship, Entertainment, Editorial, Film Production, Graphic Design, Leadership, Microsoft Office, Social Networking, Newsletters, Photoshop, PowerPoint, Publishing, QuarkXPress, Video Production, Video Editing, Windows, Web Design, Wordpress, Youth Mentoring, Blogging, Editing, Public Speaking, Internet, Problem Solving, eBook Programming, Multimedia, Christian Ministry, Youth Ministry, E-Learning, Events, Twitter, YouTube, Web Content, Copywriting, WordPress, Proofreading, Copy Editing, Research, Training, Freelance Writing, Non-fiction, Storytelling, Poetry, Photography
Education
Green Grove Bible Institute 2012 — 2020
Theology/Theological Studies
Living Word Biblical Counseling Center 2005 — 2007
Certificate, Biblical Counseling
Saint Joseph's University 1976 — 1986
Associate of Science (A.S.), Business Administration and Management, General
Bryan Field Bryan Field's Penn Mutual Experience October 2013 - Present
Job Financial Representative
Industry Financial Services
Experience
Penn Mutual October 2013 - Present
Paradise Point, A Destination Hotel November 2012 - June 2015
Sungate Energy Solutions February 2013 - September 2013
P.F. Chang's China Bistro January 2011 - July 2013
La Jolla Beach & Tennis Club June 2011 - April 2013
Skills
Life Insurance, Buy-sell Agreements, Key Person Insurance, Sales, Strategic Financial..., Retirement Planning, Insurance, Financial Planning, Business Planning, Learning Quickly, Financial Modeling, Social Networking, Mortgage protection, Adaptability, Teamwork, Marketing, Customer Service, Sustainable Business, Environmental Awareness, Public Speaking, Project Management, Team Leadership, Hospitality, Restaurants, Event Planning, Promotions, Friendly Personality, Closers, Determination, Young Adults, Product Marketing, Final Expense Planning, Time Management, Customer Satisfaction, Leadership, Analysis, Finance, Solar Energy, Tax Deductible...
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Science (BS), Environmental Studies
Santa Barbara City College 2008 — 2010
Associate's degree, Film/Cinema/Video Studies
Penn Mutual October 2013 - Present
Paradise Point, A Destination Hotel November 2012 - June 2015
Sungate Energy Solutions February 2013 - September 2013
P.F. Chang's China Bistro January 2011 - July 2013
La Jolla Beach & Tennis Club June 2011 - April 2013
Skills
Life Insurance, Buy-sell Agreements, Key Person Insurance, Sales, Strategic Financial..., Retirement Planning, Insurance, Financial Planning, Business Planning, Learning Quickly, Financial Modeling, Social Networking, Mortgage protection, Adaptability, Teamwork, Marketing, Customer Service, Sustainable Business, Environmental Awareness, Public Speaking, Project Management, Team Leadership, Hospitality, Restaurants, Event Planning, Promotions, Friendly Personality, Closers, Determination, Young Adults, Product Marketing, Final Expense Planning, Time Management, Customer Satisfaction, Leadership, Analysis, Finance, Solar Energy, Tax Deductible...
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Science (BS), Environmental Studies
Santa Barbara City College 2008 — 2010
Associate's degree, Film/Cinema/Video Studies
Matt Rotenbury Matt Rotenbury's Penn Mutual Experience June 2011 - October 2014
Job DevOps Engineer & Configuration Manager at Cigna
Industry Insurance
Experience
Cigna October 2014 - Present
Penn Mutual June 2011 - October 2014
Penn Mutual June 2009 - June 2011
Skills
SDLC, Project Management, Process Improvement, Data Center, IT Strategy, Disaster Recovery, Management, CISA, Integration, Risk Management, Unix, Agile Methodologies, Atlassian JIRA, Tripwire Enterprise, Windows Batch, Jenkins, Artifactory, Tomcat, uDeploy, Nexus, CICD, Scripting, Subversion
Education
Penn State University 2005 — 2009
Bachelor's degree, Information Sciences and Technology
Cigna October 2014 - Present
Penn Mutual June 2011 - October 2014
Penn Mutual June 2009 - June 2011
Skills
SDLC, Project Management, Process Improvement, Data Center, IT Strategy, Disaster Recovery, Management, CISA, Integration, Risk Management, Unix, Agile Methodologies, Atlassian JIRA, Tripwire Enterprise, Windows Batch, Jenkins, Artifactory, Tomcat, uDeploy, Nexus, CICD, Scripting, Subversion
Education
Penn State University 2005 — 2009
Bachelor's degree, Information Sciences and Technology
Patricia Donovan Wheway Patricia Donovan Wheway's Penn Mutual Experience 1985 - 1988
Job BrokerRealtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage 2009 - Present
Interskate 91 1980 - 2010
Monarch Life Insurance 1987 - 1992
Penn Mutual 1985 - 1988
Skills
First Time Home Buyers, Listings, Sellers, Land, Selling, Real Estate, Negotiation, Buyers, Single Family Homes, Training, New Home Sales, Buyer Representation, Referrals, Relocation, ABR, Short Sales, Townhomes, Condos, Investors, Foreclosures, Home Staging, Waterfront, Seniors, REO, Relocation Buyers, Sales, Vacation Homes
Education
Southern Connecticut State University 1968 — 1970
Physical Education
Derby High School, Derby, Ct 1967 — 1968
Portsmouth High School, Portsmouth, RI 1964 — 1967
Coldwell Banker Residential Brokerage 2009 - Present
Interskate 91 1980 - 2010
Monarch Life Insurance 1987 - 1992
Penn Mutual 1985 - 1988
Skills
First Time Home Buyers, Listings, Sellers, Land, Selling, Real Estate, Negotiation, Buyers, Single Family Homes, Training, New Home Sales, Buyer Representation, Referrals, Relocation, ABR, Short Sales, Townhomes, Condos, Investors, Foreclosures, Home Staging, Waterfront, Seniors, REO, Relocation Buyers, Sales, Vacation Homes
Education
Southern Connecticut State University 1968 — 1970
Physical Education
Derby High School, Derby, Ct 1967 — 1968
Portsmouth High School, Portsmouth, RI 1964 — 1967
Jesse Simons Jesse Simons's Penn Mutual Experience June 2014 - Present
Job simons0605@mail.philau.edu
Industry Mental Health Care
Experience
Penn Mutual June 2014 - Present
Skills
Psychology, Cognitive Neuroscience, Counseling Psychology, Cognitive Therapy, Marketing, Sociology, Neurophysiology, Insurance, Life Insurance, DCM, IDM, Music Production, Theoretical Physics, Philosophy, Microsoft Excel, Outlook Express, Occupational Therapy, Hermaneutics, Sensation and Perception, Anthropology, Clinical Psychology, Sound Editing, Philosophy of Mind, Evolutionary Psychology, Graphic Design, Microsoft Office, CPR Certified, Microsoft Word
Education
Philadelphia University 2011 — 2015
Bachelor’s Degree, Psychology
Penn Mutual June 2014 - Present
Skills
Psychology, Cognitive Neuroscience, Counseling Psychology, Cognitive Therapy, Marketing, Sociology, Neurophysiology, Insurance, Life Insurance, DCM, IDM, Music Production, Theoretical Physics, Philosophy, Microsoft Excel, Outlook Express, Occupational Therapy, Hermaneutics, Sensation and Perception, Anthropology, Clinical Psychology, Sound Editing, Philosophy of Mind, Evolutionary Psychology, Graphic Design, Microsoft Office, CPR Certified, Microsoft Word
Education
Philadelphia University 2011 — 2015
Bachelor’s Degree, Psychology
John T. Conte, CFP® John T. Conte, CFP®'s Penn Mutual Experience May 2013 - Present
Job Vice President at Empire Wealth Strategies
Industry Financial Services
Experience
Penn Mutual May 2013 - Present
New York Life Insurance Company January 2011 - May 2013
Northwestern Mutual September 2002 - December 2010
Skills
Retirement Planning, Insurance, Strategic Financial..., Life Insurance, Investments, Retirement, Financial Planning, Relationship Management, Series 7, Project Management, Public Speaking, Financial Statement..., Product Development, FINRA, FINRA Series 7, FINRA Series 66, Life & Health Insurance..., Life
Education
Quinnipiac University 1998 — 2002
Bachelor's Degree
CERTIFIED FINANCIAL PLANNER™ (CFP®)
The American College 2008 — 2012
Penn Mutual May 2013 - Present
New York Life Insurance Company January 2011 - May 2013
Northwestern Mutual September 2002 - December 2010
Skills
Retirement Planning, Insurance, Strategic Financial..., Life Insurance, Investments, Retirement, Financial Planning, Relationship Management, Series 7, Project Management, Public Speaking, Financial Statement..., Product Development, FINRA, FINRA Series 7, FINRA Series 66, Life & Health Insurance..., Life
Education
Quinnipiac University 1998 — 2002
Bachelor's Degree
CERTIFIED FINANCIAL PLANNER™ (CFP®)
The American College 2008 — 2012
Jennifer Swazo Jennifer Swazo's Penn Mutual Experience September 2013 - August 2015
Job Vendor Management at Pacific Life
Industry Financial Services
Experience
Pacific Life August 2015 - Present
Penn Mutual September 2013 - August 2015
Penn Mutual February 2010 - September 2013
Pacific Life July 2003 - February 2010
PAN AMERICAN LIFE INSURANCE COMPANY July 2002 - June 2003
ING LIFE GROUP December 1994 - February 2002
Education
Regis University
MSM
Regis University
BS
Pacific Life August 2015 - Present
Penn Mutual September 2013 - August 2015
Penn Mutual February 2010 - September 2013
Pacific Life July 2003 - February 2010
PAN AMERICAN LIFE INSURANCE COMPANY July 2002 - June 2003
ING LIFE GROUP December 1994 - February 2002
Education
Regis University
MSM
Regis University
BS
John Noel John Noel's Penn Mutual Experience June 2014 - January 2015
Job Actuarial Analyst at Highmark Inc.
Industry Insurance
Experience
Highmark Inc. February 2015 - Present
Penn Mutual June 2014 - January 2015
Henderson Brothers, Inc. September 2013 - January 2014
Erie Insurance Group May 2013 - August 2013
Robert Morris University January 2011 - May 2013
Fastenal January 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media
Education
Robert Morris University 2010 — 2014
Bachelor's degree, Actuarial Science, 4.0
Highmark Inc. February 2015 - Present
Penn Mutual June 2014 - January 2015
Henderson Brothers, Inc. September 2013 - January 2014
Erie Insurance Group May 2013 - August 2013
Robert Morris University January 2011 - May 2013
Fastenal January 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media
Education
Robert Morris University 2010 — 2014
Bachelor's degree, Actuarial Science, 4.0
Emilie McElwee, ACS, ALMI Emilie McElwee, ACS, ALMI's Penn Mutual Experience January 2013 - Present
Job Case Administrator at Penn Mutual
Industry Insurance
Experience
Penn Mutual January 2013 - Present
Penn Mutual August 2012 - January 2013
Starr Companies June 2011 - June 2012
Elliott-McElwee Inc May 2008 - December 2011
Toys R Us June 2010 - January 2011
Tommy Hilfiger USA January 2010 - May 2010
The Disney Store April 2007 - August 2007
City of Ocean City, New Jersey June 2005 - August 2005
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Employee Relations, Customer Service, Merchandising, Sales, Visual Merchandising, Salesforce.com, Escape, Management, Retail, Life Insurance, Operations Management, Human Resources, Analysis, Leadership, Risk Management, Team Leadership, Data Analysis, Outlook, Access, Insurance, Training, Public Speaking, Process Improvement
Education
Philadelphia University 2007 — 2011
Bachelor of Science (B.S.), Management & Finance, 3.72
Mainland Regional High School 2003 — 2007
High School Diploma, Academic & Honors
Penn Mutual January 2013 - Present
Penn Mutual August 2012 - January 2013
Starr Companies June 2011 - June 2012
Elliott-McElwee Inc May 2008 - December 2011
Toys R Us June 2010 - January 2011
Tommy Hilfiger USA January 2010 - May 2010
The Disney Store April 2007 - August 2007
City of Ocean City, New Jersey June 2005 - August 2005
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Employee Relations, Customer Service, Merchandising, Sales, Visual Merchandising, Salesforce.com, Escape, Management, Retail, Life Insurance, Operations Management, Human Resources, Analysis, Leadership, Risk Management, Team Leadership, Data Analysis, Outlook, Access, Insurance, Training, Public Speaking, Process Improvement
Education
Philadelphia University 2007 — 2011
Bachelor of Science (B.S.), Management & Finance, 3.72
Mainland Regional High School 2003 — 2007
High School Diploma, Academic & Honors
TEMPESTE JOHNSON TEMPESTE JOHNSON's Penn Mutual Experience October 2012 - May 2013
Job Finance at Sallie Mae
Industry Civic & Social Organization
Experience
Sallie Mae May 2013 - Present
Penn Mutual October 2012 - May 2013
Rowan University 2008 - 2012
Center for family services, Together Youth Shelter September 2011 - December 2011
Piercing Pagoda June 2011 - September 2011
Kay Jewelers November 2007 - July 2008
Skills
•Equally effective..., •Reputation for..., •Inspired by the..., •Good eye for detail;..., •Highly effective in..., •Computer literate in..., Research, Microsoft Excel, Microsoft Word, Social Media
Education
Rowan University 2008 — 2012
Bachelor of Arts (BA), Applied Sociology
Sallie Mae May 2013 - Present
Penn Mutual October 2012 - May 2013
Rowan University 2008 - 2012
Center for family services, Together Youth Shelter September 2011 - December 2011
Piercing Pagoda June 2011 - September 2011
Kay Jewelers November 2007 - July 2008
Skills
•Equally effective..., •Reputation for..., •Inspired by the..., •Good eye for detail;..., •Highly effective in..., •Computer literate in..., Research, Microsoft Excel, Microsoft Word, Social Media
Education
Rowan University 2008 — 2012
Bachelor of Arts (BA), Applied Sociology
Elsie Ewing Elsie Ewing's Penn Mutual Experience February 2010 - June 2011
Job Associate General Agent at, The Moody Street Group, LLC
Industry Financial Services
Experience
The Moody Street Group, LLC July 2011 - Present
Penn Mutual February 2010 - June 2011
New York Life July 2005 - February 2010
New England Financial 1997 - 2005
AXA Advisors 1981 - 1993
Education
University of Massachusetts at Lowell 1987 — 1989
MBA, Marketing
Seneca College of Applied Arts and Technology
BS, Biochemistry
University of Toronto
PHD, Biochemistry
The Moody Street Group, LLC July 2011 - Present
Penn Mutual February 2010 - June 2011
New York Life July 2005 - February 2010
New England Financial 1997 - 2005
AXA Advisors 1981 - 1993
Education
University of Massachusetts at Lowell 1987 — 1989
MBA, Marketing
Seneca College of Applied Arts and Technology
BS, Biochemistry
University of Toronto
PHD, Biochemistry
Sue (Meissner) Tweddale's Penn Mutual Experience 2010 - 2011
Job Career Consultant at CCI Consulting A Career Partners International Firm, Massage Therapist, Esthetitian
Industry Professional Training & Coaching
Experience
CCI Consulting, A Career Partners International Firm January 2014 - Present
Serenity Day Spa & Wellness Center December 2011 - Present
Penn Mutual 2010 - 2011
Owner Stress Less Massage 2007 - 2010
Sage Day Spa & Wellenss Center 2003 - 2006
Won Korean Community Service Center 2001 - 2003
Prudential Insurance Company 1978 - 2001
Skills
Career Counseling, Career Development..., Therapeutic Massage, Facials, Reiki, Bodywork, Deep Tissue Massage, Healing, Wellness, Swedish, Relaxation, Myofascial Release, Trigger Point Therapy, Energy Healing, Energy Work, Spa
Education
Shippensburg University of Pennsylvania 1975 — 1977
Liberal Arts and Sciences/Liberal Studies
North Penn High School 1973 — 1975
CCI Consulting, A Career Partners International Firm January 2014 - Present
Serenity Day Spa & Wellness Center December 2011 - Present
Penn Mutual 2010 - 2011
Owner Stress Less Massage 2007 - 2010
Sage Day Spa & Wellenss Center 2003 - 2006
Won Korean Community Service Center 2001 - 2003
Prudential Insurance Company 1978 - 2001
Skills
Career Counseling, Career Development..., Therapeutic Massage, Facials, Reiki, Bodywork, Deep Tissue Massage, Healing, Wellness, Swedish, Relaxation, Myofascial Release, Trigger Point Therapy, Energy Healing, Energy Work, Spa
Education
Shippensburg University of Pennsylvania 1975 — 1977
Liberal Arts and Sciences/Liberal Studies
North Penn High School 1973 — 1975
Shavonne Shipman Cook's Penn Mutual Experience 2014 - Present
Job Senior Training & Development Coordinator at Penn Mutual
Industry Insurance
Experience
Penn Mutual 2014 - Present
Penn Mutual March 2000 - June 2014
Prince of Peace Ministries, Inc. June 1997 - March 2000
Skills
Training Delivery, Desktop Publishing, Customer Oriented, Customer Service, Mentoring, Collaborative Problem..., Collaboration, Hands-on Training, Training, Building Relationships, Fixed Annuities, Series 6, PowerPoint, Process Improvement, Financial Services, Coaching, Leadership Development, Business Analysis, Disability Insurance, Employee Relations, Insurance, Leadership, Life Insurance, Microsoft Office, Performance Management, Public Speaking, Recruiting, Risk Management, Vendor Management
Education
University of Phoenix 2014 — 2017
Business Administration, Management and Operations
Gloucester County College
Penn Mutual 2014 - Present
Penn Mutual March 2000 - June 2014
Prince of Peace Ministries, Inc. June 1997 - March 2000
Skills
Training Delivery, Desktop Publishing, Customer Oriented, Customer Service, Mentoring, Collaborative Problem..., Collaboration, Hands-on Training, Training, Building Relationships, Fixed Annuities, Series 6, PowerPoint, Process Improvement, Financial Services, Coaching, Leadership Development, Business Analysis, Disability Insurance, Employee Relations, Insurance, Leadership, Life Insurance, Microsoft Office, Performance Management, Public Speaking, Recruiting, Risk Management, Vendor Management
Education
University of Phoenix 2014 — 2017
Business Administration, Management and Operations
Gloucester County College
Eric D. Sandowsky,CLTC Eric D. Sandowsky,CLTC's Penn Mutual Experience September 2001 - April 2004
Job Financial Planner/Managing Partner at Legacy Wealth Advisors
Industry Financial Services
Experience
Legacy Wealth Advisors April 2004 - Present
Mass Mutual 2004 - Present
Penn Mutual September 2001 - April 2004
Education
Rowan University
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Legacy Wealth Advisors April 2004 - Present
Mass Mutual 2004 - Present
Penn Mutual September 2001 - April 2004
Education
Rowan University
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Sean Hughes Sean Hughes's Penn Mutual Experience June 2010 - August 2010
Job Staffing Manager at Accountemps
Industry Staffing and Recruiting
Experience
Accountemps October 2013 - Present
Robert Half June 2013 - October 2013
Penn Mutual June 2010 - August 2010
Skills
Public Speaking, Strategic Planning, Microsoft Office, Account Management, Business Strategy, Data Analysis, Recruiting, Sourcing, Time Management, Interviews, Accounting, Resume Writing, Staffing Services, Applicant Tracking..., Training, Leadership, Management, Microsoft Excel, Temporary Placement, Temporary Staffing
Education
Rowan University 2007 — 2011
BS, Accounting
Point Borough High School 2003 — 2007
Accountemps October 2013 - Present
Robert Half June 2013 - October 2013
Penn Mutual June 2010 - August 2010
Skills
Public Speaking, Strategic Planning, Microsoft Office, Account Management, Business Strategy, Data Analysis, Recruiting, Sourcing, Time Management, Interviews, Accounting, Resume Writing, Staffing Services, Applicant Tracking..., Training, Leadership, Management, Microsoft Excel, Temporary Placement, Temporary Staffing
Education
Rowan University 2007 — 2011
BS, Accounting
Point Borough High School 2003 — 2007
Sarah Weldon Sarah Weldon's Penn Mutual Experience September 2003 - June 2007
Job Social media consultant and specialist ready to help you!
Industry Higher Education
Experience
Kennesaw State University June 2007 - Present
Kennesaw State University--Marietta Campus January 2015 - June 2015
Southern Polytechnic State University June 2014 - January 2015
Penn Mutual September 2003 - June 2007
Skills
Social Media, Microsoft Excel, Adobe Acrobat, Microsoft Office, PowerPoint, Technical Writing, Adobe Creative Suite, Public Speaking, Community Outreach, Microsoft Word, Visio, Content Management, InDesign, Research, Marketing, Editing, Management, Facebook, Higher Education, Photoshop
Education
Southern Polytechnic State University
Bachelor of Arts (B.A.), International Technical Communication, Summa Cum Laude
Kennesaw State University June 2007 - Present
Kennesaw State University--Marietta Campus January 2015 - June 2015
Southern Polytechnic State University June 2014 - January 2015
Penn Mutual September 2003 - June 2007
Skills
Social Media, Microsoft Excel, Adobe Acrobat, Microsoft Office, PowerPoint, Technical Writing, Adobe Creative Suite, Public Speaking, Community Outreach, Microsoft Word, Visio, Content Management, InDesign, Research, Marketing, Editing, Management, Facebook, Higher Education, Photoshop
Education
Southern Polytechnic State University
Bachelor of Arts (B.A.), International Technical Communication, Summa Cum Laude
Ethan Gobin Ethan Gobin's Penn Mutual Experience March 2015 - Present
Job Investment Accounting Analyst at Penn Mutual
Industry Financial Services
Experience
Penn Mutual March 2015 - Present
BNY Mellon January 2014 - March 2015
PNC February 2013 - September 2013
Education
Shippensburg University of Pennsylvania 2008 — 2012
Bachelor's of Science, Finance
Penn Mutual March 2015 - Present
BNY Mellon January 2014 - March 2015
PNC February 2013 - September 2013
Education
Shippensburg University of Pennsylvania 2008 — 2012
Bachelor's of Science, Finance
Steven Kane, E.I. Steven Kane, E.I.'s Penn Mutual Experience November 2009 - June 2012
Job Project Engineer at RK&K Engineers,LLP
Industry Civil Engineering
Experience
RK&K Engineers,LLP June 2012 - Present
Penn Mutual November 2009 - June 2012
Travelers January 2001 - December 2008
Skills
AutoCAD, Leadership, Microsoft Excel, Analysis, Process Improvement, Microsoft Word, PowerPoint, Time Management, Civil Engineering, Outlook, MS Office Suite, Training, Photoshop, Business Development, Primavera P6, Microsoft Office
Education
University of Central Florida 2008 — 2012
B.S., Civil Engineering
Seminole State College 2001 — 2008
A.A. Degree, General Studies
RK&K Engineers,LLP June 2012 - Present
Penn Mutual November 2009 - June 2012
Travelers January 2001 - December 2008
Skills
AutoCAD, Leadership, Microsoft Excel, Analysis, Process Improvement, Microsoft Word, PowerPoint, Time Management, Civil Engineering, Outlook, MS Office Suite, Training, Photoshop, Business Development, Primavera P6, Microsoft Office
Education
University of Central Florida 2008 — 2012
B.S., Civil Engineering
Seminole State College 2001 — 2008
A.A. Degree, General Studies
Tim Boylan Tim Boylan's Penn Mutual Experience 1984 - 1987
Job CEO & President of Tract Music LLC dba ADROIT RECORDS, Managing Member of Maneely Princeton LLC
Industry Music
Experience
Tract Music LLC, Ardoit Records 2007 - Present
Maneely Princeton LLC 1992 - Present
John Maneely Company 1992 - 2006
Wheatland Tube Company 1992 - 2006
FTB Development Co., Inc 1987 - 1992
Penn Mutual 1984 - 1987
Day & Zimmermann 1978 - 1984
Skills
Process Improvement, Songwriting, ERP, IT Management, Manufacturing, SAP, Management, Strategic Planning, Integration, SAP R/3, Continuous Improvement, Business Process..., Negotiation, Supply Chain Management, Mergers, Operations Management, Change Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance and Strategic Planning
Penn State University 1969 — 1972
BS Mechanical Engineering
Tract Music LLC, Ardoit Records 2007 - Present
Maneely Princeton LLC 1992 - Present
John Maneely Company 1992 - 2006
Wheatland Tube Company 1992 - 2006
FTB Development Co., Inc 1987 - 1992
Penn Mutual 1984 - 1987
Day & Zimmermann 1978 - 1984
Skills
Process Improvement, Songwriting, ERP, IT Management, Manufacturing, SAP, Management, Strategic Planning, Integration, SAP R/3, Continuous Improvement, Business Process..., Negotiation, Supply Chain Management, Mergers, Operations Management, Change Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance and Strategic Planning
Penn State University 1969 — 1972
BS Mechanical Engineering
Matthew Henofer Matthew Henofer's Penn Mutual Experience January 1994 - June 1996
Job Managing Director at Financial Solutions Partners
Industry Banking
Experience
Financial Solutions Partners Actuary / Design & AnalysisWillisMarch 1999 - March 2006
Aon Consulting June 1996 - March 1999
Penn Mutual January 1994 - June 1996
Education
Penn State University 1989 — 1993
BS, Mathematics
Central High School
Chartered Financial Analyst
CFA
Fellow of the Society of Actuaries
FSA, Actuarial Mathematics
Financial Solutions Partners Actuary / Design & AnalysisWillisMarch 1999 - March 2006
Aon Consulting June 1996 - March 1999
Penn Mutual January 1994 - June 1996
Education
Penn State University 1989 — 1993
BS, Mathematics
Central High School
Chartered Financial Analyst
CFA
Fellow of the Society of Actuaries
FSA, Actuarial Mathematics
Jessica Choi Jessica Choi's Penn Mutual Experience January 2015 - Present
Job Associate Vice President, Talent Acquisition & Diversity at Penn Mutual
Industry Food & Beverages
Experience
Penn Mutual January 2015 - Present
AmerisourceBergen October 2013 - July 2014
ARAMARK May 2012 - October 2013
ARAMARK April 2010 - May 2012
ARAMARK January 2006 - April 2010
ARAMARK January 2004 - December 2005
Skills
Employee Relations, Talent Management, Food Service, Diversity & Inclusion, Supplier Diversity, Insight & Innovation, Employee Engagement, Minority Business..., Onboarding, Talent Acquisition, Coaching, Succession Planning, Applicant Tracking..., Performance Management, Leadership, Recruiting, Customer Service, College Recruiting, Business Development, Organizational..., Leadership Development, Team Building, Strategic Planning, Change Management, Budgets, Personnel Management, New Business Development, Human Resources, Workforce Planning, Training, Employee Training, Organizational..., Management, Interviews, Strategy, Sourcing, P&L Management
Education
Penn State University
BS, HRIM
University of Phoenix
MBA, Global Management
Penn Mutual January 2015 - Present
AmerisourceBergen October 2013 - July 2014
ARAMARK May 2012 - October 2013
ARAMARK April 2010 - May 2012
ARAMARK January 2006 - April 2010
ARAMARK January 2004 - December 2005
Skills
Employee Relations, Talent Management, Food Service, Diversity & Inclusion, Supplier Diversity, Insight & Innovation, Employee Engagement, Minority Business..., Onboarding, Talent Acquisition, Coaching, Succession Planning, Applicant Tracking..., Performance Management, Leadership, Recruiting, Customer Service, College Recruiting, Business Development, Organizational..., Leadership Development, Team Building, Strategic Planning, Change Management, Budgets, Personnel Management, New Business Development, Human Resources, Workforce Planning, Training, Employee Training, Organizational..., Management, Interviews, Strategy, Sourcing, P&L Management
Education
Penn State University
BS, HRIM
University of Phoenix
MBA, Global Management
Jeff Carleton Jeff Carleton's Penn Mutual Experience October 2006 - January 2009
Job SVP/General Manager at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services April 2010 - Present
Penn Mutual October 2006 - January 2009
Penn Mutual Life Insurance Company 2006 - 2009
The Hartford 2004 - 2006
MassMutual 2002 - 2004
Lincoln Financial Group October 1990 - November 2002
Equitable Life 1986 - 1991
Skills
Insurance, Strategic Planning, Customer Relations, Account Management, New Business Development, Life Insurance, Fixed Annuities
Education
University of Colorado Denver 1991 — 1996
MBA, Finance, General
Shippensburg University of Pennsylvania 1976 — 1979
BA, Political Science, History, French
The American College
CLU, ChFC
Crump Life Insurance Services April 2010 - Present
Penn Mutual October 2006 - January 2009
Penn Mutual Life Insurance Company 2006 - 2009
The Hartford 2004 - 2006
MassMutual 2002 - 2004
Lincoln Financial Group October 1990 - November 2002
Equitable Life 1986 - 1991
Skills
Insurance, Strategic Planning, Customer Relations, Account Management, New Business Development, Life Insurance, Fixed Annuities
Education
University of Colorado Denver 1991 — 1996
MBA, Finance, General
Shippensburg University of Pennsylvania 1976 — 1979
BA, Political Science, History, French
The American College
CLU, ChFC
Bernie Siegel, PCC Bernie Siegel, PCC's Penn Mutual Experience 2002 - 2003
Job Leadership Development, Coach and Strategist
Industry Professional Training & Coaching
Experience
International Coach Federation Global Board-Vice Chair January 2013 - Present
International Coach Federation-Global January 2011 - December 2013
International Coach federation- NYC Chapter January 2007 - December 2009
Penn Mutual 2002 - 2003
Yazaam 2001 - 2002
Financial Services January 1976 - December 2001
TD Waterhouse September 1993 - November 2000
Skills
Leadership Development, Public Speaking, Team Building, Coaching, Change Management, Executive Coaching, Leadership, Strategy, Career Counseling, Organizational..., Fundraising, Interviews, Talent Management, Management, New Business Development, Program Management, Training, Emotional Intelligence, Small Business, Strategic Planning, Personal Development, Entrepreneurship, Workshop Facilitation, Executive Development, Management Consulting
Education
Queens College 1973 — 1977
BS, Accounting and Economics
International Coach Federation Global Board-Vice Chair January 2013 - Present
International Coach Federation-Global January 2011 - December 2013
International Coach federation- NYC Chapter January 2007 - December 2009
Penn Mutual 2002 - 2003
Yazaam 2001 - 2002
Financial Services January 1976 - December 2001
TD Waterhouse September 1993 - November 2000
Skills
Leadership Development, Public Speaking, Team Building, Coaching, Change Management, Executive Coaching, Leadership, Strategy, Career Counseling, Organizational..., Fundraising, Interviews, Talent Management, Management, New Business Development, Program Management, Training, Emotional Intelligence, Small Business, Strategic Planning, Personal Development, Entrepreneurship, Workshop Facilitation, Executive Development, Management Consulting
Education
Queens College 1973 — 1977
BS, Accounting and Economics
TaraLee Kepner TaraLee Kepner's Penn Mutual Experience May 2011 - Present
Job Manager, Business Continuity, at Penn Mutual
Industry Information Services
Experience
Penn Mutual May 2011 - Present
Yellowbook May 2008 - April 2011
McMaster-Carr April 2008 - May 2008
Deutsche Bank 1997 - 2007
Skills
Business Continuity, Disaster Recovery, Vendor Management, SDLC, Business Continuity..., Change Management, Enterprise Architecture, IT Operations, Risk Management, IT Audit, Process Improvement, IT Strategy, Data Center, IT Management, Business Analysis
Education
Penn State University 1996 — 2000
Bachelor of Science (BS), Management Science & Information Systems
Penn Mutual May 2011 - Present
Yellowbook May 2008 - April 2011
McMaster-Carr April 2008 - May 2008
Deutsche Bank 1997 - 2007
Skills
Business Continuity, Disaster Recovery, Vendor Management, SDLC, Business Continuity..., Change Management, Enterprise Architecture, IT Operations, Risk Management, IT Audit, Process Improvement, IT Strategy, Data Center, IT Management, Business Analysis
Education
Penn State University 1996 — 2000
Bachelor of Science (BS), Management Science & Information Systems
John Zeiger John Zeiger's Penn Mutual Experience January 2007 - July 2009
Job eco friendly plastic bags | websites | commercial acting
Industry Internet
Experience
ZYGR INsites August 2009 - Present
Zee Green Bags July 2013 - Present
Self-Employed August 2009 - Present
Friends with Business Benefits October 2014 - Present
PennSuburban Chamber of Greater Montgomery County October 2014 - Present
PennSuburban Chamber of Commerce September 2013 - October 2014
Green Packaging, Inc. April 2011 - July 2013
Penn Mutual January 2007 - July 2009
Penn Mutual August 2005 - December 2006
Susquehanna International Group September 2001 - August 2005
Skills
Web Design, Website Development, Networking, Process Improvement, Online Marketing, WordPress, Social Media, Web Development, HTML, Microsoft Excel, Voice Over, Acting, CSS, Modeling, Website Design, Website Management, Plastics, Websites, Website Redesign, Excel, Process Analysis, Content Management, Biodegradation, LDPE, Smart Tech, Minigrip, pickleball, Email Marketing, Social Media Marketing
Education
Penn State University 1985 — 1989
BS, Electrical Engineering
ZYGR INsites August 2009 - Present
Zee Green Bags July 2013 - Present
Self-Employed August 2009 - Present
Friends with Business Benefits October 2014 - Present
PennSuburban Chamber of Greater Montgomery County October 2014 - Present
PennSuburban Chamber of Commerce September 2013 - October 2014
Green Packaging, Inc. April 2011 - July 2013
Penn Mutual January 2007 - July 2009
Penn Mutual August 2005 - December 2006
Susquehanna International Group September 2001 - August 2005
Skills
Web Design, Website Development, Networking, Process Improvement, Online Marketing, WordPress, Social Media, Web Development, HTML, Microsoft Excel, Voice Over, Acting, CSS, Modeling, Website Design, Website Management, Plastics, Websites, Website Redesign, Excel, Process Analysis, Content Management, Biodegradation, LDPE, Smart Tech, Minigrip, pickleball, Email Marketing, Social Media Marketing
Education
Penn State University 1985 — 1989
BS, Electrical Engineering
Jason Goldstein, ASA, MAAA, MDRT Jason Goldstein, ASA, MAAA, MDRT's Penn Mutual Experience March 2005 - November 2010
Job 1847 Financial Advisor
Industry Insurance
Experience
1847Financial November 2010 - Present
Penn Mutual March 2005 - November 2010
Towers Watson 2002 - 2005
Skills
Creative Problem Solving, Entrepreneurship, Golf, Microsoft Excel, Calculus, Thought Leadership, Trigonometry, Geometry, Algebra, Whole Brain Thinking, SAT Math Tutor, Connector, SAT, Life, Idea Generation, Actuarial, Recruitment/Retention
Education
Penn State University 1998 — 2002
Actuarial Science, Actuarial, Mathematics, Business
Upper Dublin High School 1995 — 1998
1847Financial November 2010 - Present
Penn Mutual March 2005 - November 2010
Towers Watson 2002 - 2005
Skills
Creative Problem Solving, Entrepreneurship, Golf, Microsoft Excel, Calculus, Thought Leadership, Trigonometry, Geometry, Algebra, Whole Brain Thinking, SAT Math Tutor, Connector, SAT, Life, Idea Generation, Actuarial, Recruitment/Retention
Education
Penn State University 1998 — 2002
Actuarial Science, Actuarial, Mathematics, Business
Upper Dublin High School 1995 — 1998
Jen Ripper's Penn Mutual Experience September 2014 - December 2014
Job Structured Products Trading and Analysis at Penn Mutual Asset Management
Industry Investment Management
Experience
Penn Mutual Asset Management, Inc. January 2015 - Present
Penn Mutual September 2014 - December 2014
Kroll Bond Rating Agency, Inc. March 2014 - August 2014
Kroll Bond Rating Agency, Inc. December 2013 - March 2014
The Penn Mutual Life Insurance Company May 2005 - September 2013
Radian 1999 - 2005
Delaware Investments, a member of the Macquarie Group 1997 - 1999
Skills
Fixed Income Portfolio..., Investments, Commercial Real Estate..., Commercial Mortgage..., Asset Management, Trading, Asset Allocation, Portfolio Management, Commercial Real Estate..., Fixed Income Strategies, Municipal Bonds, Commercial Mortgages, Residential Mortgages, Alternative Investments, Financial Analysis, Surveillance, Insurance, Capital Markets, Microsoft Excel, Structured Products, Asset Liability..., Securities, Bloomberg, Bonds, Trepp Analytics, US Treasuries, Structured Finance
Education
Saint Joseph's University - Erivan K. Haub School of Business 1998 — 2000
Master of Business Administration (MBA), Finance
Saint Joseph's University 1993 — 1997
B.S., Finance
Notre Dame High School 1989 — 1993
Penn Mutual Asset Management, Inc. January 2015 - Present
Penn Mutual September 2014 - December 2014
Kroll Bond Rating Agency, Inc. March 2014 - August 2014
Kroll Bond Rating Agency, Inc. December 2013 - March 2014
The Penn Mutual Life Insurance Company May 2005 - September 2013
Radian 1999 - 2005
Delaware Investments, a member of the Macquarie Group 1997 - 1999
Skills
Fixed Income Portfolio..., Investments, Commercial Real Estate..., Commercial Mortgage..., Asset Management, Trading, Asset Allocation, Portfolio Management, Commercial Real Estate..., Fixed Income Strategies, Municipal Bonds, Commercial Mortgages, Residential Mortgages, Alternative Investments, Financial Analysis, Surveillance, Insurance, Capital Markets, Microsoft Excel, Structured Products, Asset Liability..., Securities, Bloomberg, Bonds, Trepp Analytics, US Treasuries, Structured Finance
Education
Saint Joseph's University - Erivan K. Haub School of Business 1998 — 2000
Master of Business Administration (MBA), Finance
Saint Joseph's University 1993 — 1997
B.S., Finance
Notre Dame High School 1989 — 1993
Julie Makowski's Penn Mutual Experience May 2011 - Present
Job Sr. New Business Associate
Industry Financial Services
Experience
Penn Mutual May 2011 - Present
Northwestern Mutual April 2008 - July 2009
Pacific Life July 1997 - April 2008
Manulife Financial 1994 - 1997
Skills
Insurance
Education
Ultimate Medical Academy 2009 — 2011
Associates, Medical Billing and Coding
Riverside City College 1982 — 1983
Penn Mutual May 2011 - Present
Northwestern Mutual April 2008 - July 2009
Pacific Life July 1997 - April 2008
Manulife Financial 1994 - 1997
Skills
Insurance
Education
Ultimate Medical Academy 2009 — 2011
Associates, Medical Billing and Coding
Riverside City College 1982 — 1983
Jonathan Fenicle Jonathan Fenicle's Penn Mutual Experience April 2012 - Present
Job Annuity Competitive Analyst
Industry Insurance
Experience
Penn Mutual April 2012 - Present
The Hartford January 2011 - April 2012
ING January 2008 - November 2010
Skills
Series 6, Series 63, Annuities, Fixed Annuities, Annuity, Life Insurance, Variable Annuities, Series 65, Financial Advisory, Finance, Sales
Education
Penn State University 2002 — 2006
Bachelor, Business Administration
Penn Mutual April 2012 - Present
The Hartford January 2011 - April 2012
ING January 2008 - November 2010
Skills
Series 6, Series 63, Annuities, Fixed Annuities, Annuity, Life Insurance, Variable Annuities, Series 65, Financial Advisory, Finance, Sales
Education
Penn State University 2002 — 2006
Bachelor, Business Administration
Robert Bevan Robert Bevan's Penn Mutual Experience September 2000 - July 2009
Job Computer Software Professional
Industry Computer Software
Experience
Leukemia & Lymphomia Society May 1998 - July 2013
Focus Forward, LLC. July 2012 - April 2013
Comcast December 2011 - June 2012
Focus Forward, LLC. November 2010 - December 2011
Department of Commerce, U. S. Census April 2010 - August 2010
Penn Mutual September 2000 - July 2009
Penn Mutual Life Insurance Company 2000 - 2009
US Census Bureau March 2000 - September 2000
BEVAN, INC January 1986 - January 1999
SORBUS, INC January 1985 - January 1986
Skills
Mainframe, Software Documentation, TSO, CICS, Customer Service, Oracle, COBOL, Leadership, Analysis, Outlook, Access, SDLC, Databases, Management, Business Analysis, Process Improvement, Program Management, Project Management, Recruiting, Vendor Management
Education
Rutgers University – Camden 1981 — 1983
M.S.W., Administration
Penn State University 1971 — 1975
B.S., Individual and Family Studies
Leukemia & Lymphomia Society May 1998 - July 2013
Focus Forward, LLC. July 2012 - April 2013
Comcast December 2011 - June 2012
Focus Forward, LLC. November 2010 - December 2011
Department of Commerce, U. S. Census April 2010 - August 2010
Penn Mutual September 2000 - July 2009
Penn Mutual Life Insurance Company 2000 - 2009
US Census Bureau March 2000 - September 2000
BEVAN, INC January 1986 - January 1999
SORBUS, INC January 1985 - January 1986
Skills
Mainframe, Software Documentation, TSO, CICS, Customer Service, Oracle, COBOL, Leadership, Analysis, Outlook, Access, SDLC, Databases, Management, Business Analysis, Process Improvement, Program Management, Project Management, Recruiting, Vendor Management
Education
Rutgers University – Camden 1981 — 1983
M.S.W., Administration
Penn State University 1971 — 1975
B.S., Individual and Family Studies
Robert Reimers Robert Reimers's Penn Mutual Experience May 1988 - July 1996
Job Programmer Analyst at Envision Healthcare Corporation
Industry Financial Services
Experience
Envision Healthcare Corporation February 2015 - Present
iPipeline February 2014 - January 2015
Freedom Mortgage March 2011 - August 2013
Verizon Data Services, Temple Terrace, FL May 2010 - January 2011
GMAC Mortgage Fort Washington, PA April 2007 - July 2009
PRUDENTIAL FINANCIAL, Dresher, PA October 2006 - March 2007
GMAC ResCap June 2005 - October 2006
Prudential Financial June 1999 - March 2005
Astea July 1996 - June 1999
Penn Mutual May 1988 - July 1996
Skills
XML, Oracle, Software Documentation, Progress 4GL, Testing, Microsoft SQL Server, Business Analysis, Systems Analysis, PL/SQL, Unix Shell Scripting, CRM, Programming, Software Development, Databases, SDLC, Shell Scripting
Education
Penn State University 1981 — 1985
Envision Healthcare Corporation February 2015 - Present
iPipeline February 2014 - January 2015
Freedom Mortgage March 2011 - August 2013
Verizon Data Services, Temple Terrace, FL May 2010 - January 2011
GMAC Mortgage Fort Washington, PA April 2007 - July 2009
PRUDENTIAL FINANCIAL, Dresher, PA October 2006 - March 2007
GMAC ResCap June 2005 - October 2006
Prudential Financial June 1999 - March 2005
Astea July 1996 - June 1999
Penn Mutual May 1988 - July 1996
Skills
XML, Oracle, Software Documentation, Progress 4GL, Testing, Microsoft SQL Server, Business Analysis, Systems Analysis, PL/SQL, Unix Shell Scripting, CRM, Programming, Software Development, Databases, SDLC, Shell Scripting
Education
Penn State University 1981 — 1985
Michael Angstadt's Penn Mutual Experience June 2011 - October 2012
Job Assistant Electronic Resources Librarian at Montgomery CountyNorristown Public Library
Industry Computer Software
Experience
Montgomery County-Norristown Public Library June 2014 - Present
Montgomery County-Norristown Public Library December 2013 - June 2014
Siemens Healthcare October 2012 - May 2013
Penn Mutual June 2011 - October 2012
LifeShield December 2010 - June 2011
MEDecision August 2009 - June 2010
JBISoft October 2008 - March 2009
Platinum Solutions July 2007 - September 2008
Stanley Associates August 2006 - June 2007
Skills
Java, J2EE, PHP, Spring, Struts, Tomcat, HTML, SQL, Hibernate, Databases, JSP, AJAX, XML, Linux, JavaScript, Windows, Web Services, Eclipse, Ant, MySQL, Software Development, Maven, CSS, Subversion, JDBC, SOAP, Java Enterprise Edition, Database Design, Spring Framework
Education
Shippensburg University of Pennsylvania 2002 — 2006
BS, Computer Science
Montgomery County-Norristown Public Library June 2014 - Present
Montgomery County-Norristown Public Library December 2013 - June 2014
Siemens Healthcare October 2012 - May 2013
Penn Mutual June 2011 - October 2012
LifeShield December 2010 - June 2011
MEDecision August 2009 - June 2010
JBISoft October 2008 - March 2009
Platinum Solutions July 2007 - September 2008
Stanley Associates August 2006 - June 2007
Skills
Java, J2EE, PHP, Spring, Struts, Tomcat, HTML, SQL, Hibernate, Databases, JSP, AJAX, XML, Linux, JavaScript, Windows, Web Services, Eclipse, Ant, MySQL, Software Development, Maven, CSS, Subversion, JDBC, SOAP, Java Enterprise Edition, Database Design, Spring Framework
Education
Shippensburg University of Pennsylvania 2002 — 2006
BS, Computer Science
Brian Alloway Brian Alloway's Penn Mutual Experience January 2012 - Present
Job Marketing Specialist Penn Mutual
Industry Insurance
Experience
Penn Mutual January 2012 - Present
Ameriprise Financial, Inc. December 2010 - December 2011
Rider University September 2009 - May 2010
Gloucester County Parks and Recreations 2002 - 2007
Skills
Email Marketing, Facebook, Event Planning, Microsoft Office, Dreamweaver, Photoshop, CSS, JavaScript, Visual Basic, FrontPage, Relational Databases, Information Systems, Research, Website Development, Social Networking, Marketing Communications, Life Insurance, Press Releases, Small Business, Social Media, Public Speaking, Social Media Marketing
Education
Rider University 2007 — 2010
B.S., Business Administration; Business of Sports
Gloucester County College 2004 — 2006
Associates Degree, Website Development for e-Commerce
Gateway Regional High School 2000 — 2004
Penn Mutual January 2012 - Present
Ameriprise Financial, Inc. December 2010 - December 2011
Rider University September 2009 - May 2010
Gloucester County Parks and Recreations 2002 - 2007
Skills
Email Marketing, Facebook, Event Planning, Microsoft Office, Dreamweaver, Photoshop, CSS, JavaScript, Visual Basic, FrontPage, Relational Databases, Information Systems, Research, Website Development, Social Networking, Marketing Communications, Life Insurance, Press Releases, Small Business, Social Media, Public Speaking, Social Media Marketing
Education
Rider University 2007 — 2010
B.S., Business Administration; Business of Sports
Gloucester County College 2004 — 2006
Associates Degree, Website Development for e-Commerce
Gateway Regional High School 2000 — 2004
Eddie Gorrie Eddie Gorrie's Penn Mutual Experience 1998 - 1999
Job Account Manager at Bound Tree Medical
Industry Medical Devices
Experience
Bound Tree Medical January 2013 - Present
Good Will Fire Company WCFD, Engine 52, West Chester PA July 2010 - Present
Goshen Fire Company, Fire, Rescue, EMS, #54/56, West Chester PA August 2004 - Present
Wells Fargo Bank March 2009 - January 2013
Wells Fargo Bank March 2009 - December 2011
ADP (Automatic data Processing) September 2006 - October 2008
Investor Force March 2002 - September 2006
ING 1999 - May 2002
Penn Mutual 1998 - 1999
Skills
Non-profits, Emergency Services, Customer Relations, Insurance, Customer Service, Consultative Selling, Banking, Investments, Sales Management, Team Building, Mentoring, Negotiation, Coaching, Strategic Planning, Risk Management, New Business Development, Problem Solving, Public Speaking, Team Leadership, Selling, Sales Operations, Account Management, Networking, HRIS, International Sales, Outsourcing, Small Business, Leadership, Loans, Portfolio Management, Sales Process, CRM, Management, Business Planning, Time Management, Entrepreneurship, Finance, SaaS, Cold Calling, Customer Satisfaction, Project Management, Strategy, Direct Sales, Project Planning, Salesforce.com, Retail, Mergers & Acquisitions, Process Improvement, Customer Retention, Access
Education
Saint Joseph's University 1993 — 1998
B.S., Criminal Justice
Salesianum 1989 — 1993
Diploma, General Studies
Bound Tree Medical January 2013 - Present
Good Will Fire Company WCFD, Engine 52, West Chester PA July 2010 - Present
Goshen Fire Company, Fire, Rescue, EMS, #54/56, West Chester PA August 2004 - Present
Wells Fargo Bank March 2009 - January 2013
Wells Fargo Bank March 2009 - December 2011
ADP (Automatic data Processing) September 2006 - October 2008
Investor Force March 2002 - September 2006
ING 1999 - May 2002
Penn Mutual 1998 - 1999
Skills
Non-profits, Emergency Services, Customer Relations, Insurance, Customer Service, Consultative Selling, Banking, Investments, Sales Management, Team Building, Mentoring, Negotiation, Coaching, Strategic Planning, Risk Management, New Business Development, Problem Solving, Public Speaking, Team Leadership, Selling, Sales Operations, Account Management, Networking, HRIS, International Sales, Outsourcing, Small Business, Leadership, Loans, Portfolio Management, Sales Process, CRM, Management, Business Planning, Time Management, Entrepreneurship, Finance, SaaS, Cold Calling, Customer Satisfaction, Project Management, Strategy, Direct Sales, Project Planning, Salesforce.com, Retail, Mergers & Acquisitions, Process Improvement, Customer Retention, Access
Education
Saint Joseph's University 1993 — 1998
B.S., Criminal Justice
Salesianum 1989 — 1993
Diploma, General Studies
Nancy Bruno Nancy Bruno's Penn Mutual Experience January 1988 - November 1992
Job Administrative Assistant at Morgan, Lewis & Bockius LLP
Industry Law Practice
Experience
Morgan, Lewis & Bockius LLP November 1997 - Present
CO-MHAR July 1993 - October 1996
Penn Mutual January 1988 - November 1992
Skills
Litigation Support, Adobe Acrobat, Contract Negotiation, Corporate Law, Document Management, Employment Law, Legal Research, Litigation, Intellectual Property, Legal Assistance, Outlook, SharePoint, Office 2010, Administrative..., Blackberry, Windows 7, Microsoft Office, Customer Service
Education
Burlington County College 2011 — 2014
Associate of Arts (A.A.), Psychology
Rutgers, The State University of New Jersey-Camden
Criminal Justice and Psychology
Morgan, Lewis & Bockius LLP November 1997 - Present
CO-MHAR July 1993 - October 1996
Penn Mutual January 1988 - November 1992
Skills
Litigation Support, Adobe Acrobat, Contract Negotiation, Corporate Law, Document Management, Employment Law, Legal Research, Litigation, Intellectual Property, Legal Assistance, Outlook, SharePoint, Office 2010, Administrative..., Blackberry, Windows 7, Microsoft Office, Customer Service
Education
Burlington County College 2011 — 2014
Associate of Arts (A.A.), Psychology
Rutgers, The State University of New Jersey-Camden
Criminal Justice and Psychology
Linden Gould's Penn Mutual Experience January 2011 - Present
Job Regional Marketing Specialis at Penn Mutual
Industry Insurance
Experience
Penn Mutual January 2011 - Present
Penn Mutual January 2011 - Present
Education
Rollins College 1977 — 1981
Bachelor of Arts, Economics
Penn Mutual January 2011 - Present
Penn Mutual January 2011 - Present
Education
Rollins College 1977 — 1981
Bachelor of Arts, Economics
John Laurito CFP, CRPC John Laurito CFP, CRPC's Penn Mutual Experience March 2013 - Present
Job President and CEO at Concord Wealth Management
Industry Financial Services
Experience
Concord Wealth Management March 2013 - Present
Penn Mutual March 2013 - Present
Ameriprise Financial 1994 - March 2013
Ameriprise Financial 1994 - 2010
Skills
Leadership, Financial Advisory, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Management, Recruiting, Finance, Asset Allocation, Leadership Development, Training, Retirement, Investment Advisory, Securities, Sales, Insurance, Financial Services, Estate Planning, Strategic Financial..., FINRA, Investment Strategies, Sales Management, Uniform Combined State...
Education
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
Concord Wealth Management March 2013 - Present
Penn Mutual March 2013 - Present
Ameriprise Financial 1994 - March 2013
Ameriprise Financial 1994 - 2010
Skills
Leadership, Financial Advisory, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Management, Recruiting, Finance, Asset Allocation, Leadership Development, Training, Retirement, Investment Advisory, Securities, Sales, Insurance, Financial Services, Estate Planning, Strategic Financial..., FINRA, Investment Strategies, Sales Management, Uniform Combined State...
Education
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
Randy Altavilla Randy Altavilla's Penn Mutual Experience October 1980 - December 2000
Job Managing Sales Director I at MetLife
Industry Financial Services
Experience
MetLife January 2000 - Present
Long Island University, CW Post Campus 2005 - 2014
Penn Mutual October 1980 - December 2000
Skills
Investments, Selling, Financial Advisory, Securities, Financial Services, Fixed Annuities, Insurance, Retirement Planning, Asset Allocation, Team Building, Wealth Management, Team Selling Coach, FINRA, Training, Investment Advisory, Life Insurance, Retirement, Mutual Funds, Disability Insurance
Education
The American College 1983 — 1997
CLU, ChFC, MSM, MSFS, RICP, Insurance and Financial Planning
Queens College 1971 — 1975
BA, Economics, Political Science
Mater Christi 1967 — 1971
MetLife January 2000 - Present
Long Island University, CW Post Campus 2005 - 2014
Penn Mutual October 1980 - December 2000
Skills
Investments, Selling, Financial Advisory, Securities, Financial Services, Fixed Annuities, Insurance, Retirement Planning, Asset Allocation, Team Building, Wealth Management, Team Selling Coach, FINRA, Training, Investment Advisory, Life Insurance, Retirement, Mutual Funds, Disability Insurance
Education
The American College 1983 — 1997
CLU, ChFC, MSM, MSFS, RICP, Insurance and Financial Planning
Queens College 1971 — 1975
BA, Economics, Political Science
Mater Christi 1967 — 1971
Gerry Dougherty Gerry Dougherty's Penn Mutual Experience December 2006 - December 2010
Job President at Boston Independence Group, Inc.
Industry Financial Services
Experience
Boston Independence Group,Inc. January 2013 - Present
AXA Equitable August 2011 - January 2013
Penn Mutual December 2006 - December 2010
Mutual of New York/AXA 1999 - 2006
MetLife 1998 - 1999
National Life of Vermont June 1994 - October 1998
Union Central 1989 - 1994
Skills
Recruiting, Experienced agent...
Education
Penn State University 2000 — 2002
Certificate Program, Financial Management and Leadership
The American College 2000 — 2002
Chartered Leadership Fellow, Leadership and Management of Financial Service Professionals
University of Massachusetts, Amherst 1976 — 1981
BA, Economics
Massachusetts State Police Academy
75th MPOC- 1982
Boston Independence Group,Inc. January 2013 - Present
AXA Equitable August 2011 - January 2013
Penn Mutual December 2006 - December 2010
Mutual of New York/AXA 1999 - 2006
MetLife 1998 - 1999
National Life of Vermont June 1994 - October 1998
Union Central 1989 - 1994
Skills
Recruiting, Experienced agent...
Education
Penn State University 2000 — 2002
Certificate Program, Financial Management and Leadership
The American College 2000 — 2002
Chartered Leadership Fellow, Leadership and Management of Financial Service Professionals
University of Massachusetts, Amherst 1976 — 1981
BA, Economics
Massachusetts State Police Academy
75th MPOC- 1982
Robert Mainardi MBA, CFSA, CRMA Robert Mainardi MBA, CFSA, CRMA's Penn Mutual Experience 2005 - 2007
Job Founder & President, Mainardi & Company
Industry Professional Training & Coaching
Experience
Mainardi & Company May 2007 - Present
Institute of Internal Auditors 1988 - 2010
Penn Mutual 2005 - 2007
The Vanguard Group 2000 - 2005
Aetna 1998 - 2000
Prudential Insurance 1996 - 1998
Advanta 1988 - 1996
GMAC Mortgage 1986 - 1988
Skills
Audit Methodology..., Continuous Auditing..., Internal Audit, Auditing, Business Process..., Enterprise Risk..., Training, Accounting, Financial Risk, Project Planning, Sarbanes-Oxley Act, Strategic Communications, Employee Training, IT Audit, Finance, Management Consulting, Risk Assessment, Internal Controls, Risk Management, CISA, Governance, Corporate Governance, Operational Risk..., Quality Auditing, Managerial Finance, Executive Management, Due Diligence, Business Continuity, Public Speaking
Education
Temple University 1991 — 1993
MBA, Finance
Penn State University 1982 — 1986
BS, Accounting and Business Law
Mainardi & Company May 2007 - Present
Institute of Internal Auditors 1988 - 2010
Penn Mutual 2005 - 2007
The Vanguard Group 2000 - 2005
Aetna 1998 - 2000
Prudential Insurance 1996 - 1998
Advanta 1988 - 1996
GMAC Mortgage 1986 - 1988
Skills
Audit Methodology..., Continuous Auditing..., Internal Audit, Auditing, Business Process..., Enterprise Risk..., Training, Accounting, Financial Risk, Project Planning, Sarbanes-Oxley Act, Strategic Communications, Employee Training, IT Audit, Finance, Management Consulting, Risk Assessment, Internal Controls, Risk Management, CISA, Governance, Corporate Governance, Operational Risk..., Quality Auditing, Managerial Finance, Executive Management, Due Diligence, Business Continuity, Public Speaking
Education
Temple University 1991 — 1993
MBA, Finance
Penn State University 1982 — 1986
BS, Accounting and Business Law
Ashley Cush Ashley Cush's Penn Mutual Experience July 2014 - Present
Job Forms and Fulfillment Manager at Penn Mutual
Industry Insurance
Experience
Penn Mutual July 2014 - Present
Penn Mutual January 2012 - July 2014
Enterprise Creative Solutions, Bank of America July 2010 - January 2012
Living Naturally January 2008 - March 2010
The Coulter Companies July 2007 - January 2008
Education
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor, Communication Journalism
Shippensburg University
Bachelor of Arts, Communication; Public Relations
Penn Mutual July 2014 - Present
Penn Mutual January 2012 - July 2014
Enterprise Creative Solutions, Bank of America July 2010 - January 2012
Living Naturally January 2008 - March 2010
The Coulter Companies July 2007 - January 2008
Education
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor, Communication Journalism
Shippensburg University
Bachelor of Arts, Communication; Public Relations
Lindsey (Besch) Coughlin Lindsey (Besch) Coughlin's Penn Mutual Experience October 2013 - Present
Job Manager and Actuary, Annuity Product Development at Penn Mutual
Industry Financial Services
Experience
Penn Mutual October 2013 - Present
Skills
Health Insurance, Financial Analysis, Fixed Annuities, Disability Insurance, Finance, Analysis, Insurance, Actuarial Science, Pricing, Variable Annuities, Management, Risk Management, Life Insurance, Product Development
Education
Saint Bonaventure University 2001 — 2005
BA, Mathematics
Penn Mutual October 2013 - Present
Skills
Health Insurance, Financial Analysis, Fixed Annuities, Disability Insurance, Finance, Analysis, Insurance, Actuarial Science, Pricing, Variable Annuities, Management, Risk Management, Life Insurance, Product Development
Education
Saint Bonaventure University 2001 — 2005
BA, Mathematics
Neville Ranji Neville Ranji's Penn Mutual Experience 1980 - 1983
Job Director of Operations at iPipeline
Industry Computer Software
Experience
iPipeline November 2007 - Present
Delaware Valley Financial Services / Allianz Life August 1983 - August 2006
Penn Mutual 1980 - 1983
Skills
Due Diligence, Insurance, Business Analysis, Process Improvement, Vendor Management, Account Management, Management, IT Management
Education
Rutgers University – Camden 1975 — 1977
Business Management
iPipeline November 2007 - Present
Delaware Valley Financial Services / Allianz Life August 1983 - August 2006
Penn Mutual 1980 - 1983
Skills
Due Diligence, Insurance, Business Analysis, Process Improvement, Vendor Management, Account Management, Management, IT Management
Education
Rutgers University – Camden 1975 — 1977
Business Management
Jenny Cronin/Contorno Jenny Cronin/Contorno's Penn Mutual Experience June 2015 - Present
Job Experienced Sales Manager
Industry Consumer Goods
Experience
Penn Mutual June 2015 - Present
7-Eleven May 2008 - June 2015
Philip Morris USA March 2005 - May 2008
Philip Morris August 2004 - March 2005
Philip Morris May 2000 - August 2004
Philip Morris June 1999 - May 2000
Skills
Trade Marketing, Sales Operations, Management, Leadership, Sales, Training, Human Resources, Sales Management, Business Planning, Retail, Team Leadership, Forecasting, Merchandising, Inventory Management, Time Management
Education
Seton Hall University 1996 — 2000
BS, Marketing and Management
Penn Mutual June 2015 - Present
7-Eleven May 2008 - June 2015
Philip Morris USA March 2005 - May 2008
Philip Morris August 2004 - March 2005
Philip Morris May 2000 - August 2004
Philip Morris June 1999 - May 2000
Skills
Trade Marketing, Sales Operations, Management, Leadership, Sales, Training, Human Resources, Sales Management, Business Planning, Retail, Team Leadership, Forecasting, Merchandising, Inventory Management, Time Management
Education
Seton Hall University 1996 — 2000
BS, Marketing and Management
Keith Fluehr Keith Fluehr's Penn Mutual Experience June 2006 - December 2012
Job Manager, Regulatory Reporting at AmeriHealth Caritas
Industry Hospital & Health Care
Experience
AmeriHealth Caritas December 2012 - Present
Penn Mutual June 2006 - December 2012
Independence Blue Cross April 2005 - March 2006
TIAA-CREF April 2004 - April 2005
Horizon NJ Health 2000 - 2004
Aetna 1989 - 2000
Skills
Cognos, Microsoft Excel, Data Analysis, Financial Reporting, Project Management, Business Analysis, Insurance, Healthcare, Management, Team Building, Medicaid, Access, Finance
Education
Penn State University 1984 — 1988
Bachelor's degree, Health/Health Care Administration/Management
AmeriHealth Caritas December 2012 - Present
Penn Mutual June 2006 - December 2012
Independence Blue Cross April 2005 - March 2006
TIAA-CREF April 2004 - April 2005
Horizon NJ Health 2000 - 2004
Aetna 1989 - 2000
Skills
Cognos, Microsoft Excel, Data Analysis, Financial Reporting, Project Management, Business Analysis, Insurance, Healthcare, Management, Team Building, Medicaid, Access, Finance
Education
Penn State University 1984 — 1988
Bachelor's degree, Health/Health Care Administration/Management
ADNAN SHAMSI ADNAN SHAMSI's Penn Mutual Experience May 2007 - April 2008
Job Strategic Coaching, Planning & Advisory
Industry Professional Training & Coaching
Experience
Adnan Shamsi March 2014 - Present
Hornor Townsend & Kent July 2009 - January 2014
UBS AG May 2008 - June 2009
Penn Mutual May 2007 - April 2008
Permanent Mission to the United Nations, ROP February 2007 - May 2007
Bank of America July 1997 - February 2007
Center for Business Education and Research (CIBER) September 1996 - July 1997
Teledyne February 1996 - May 1996
The Chase Manhattan Bank 1992 - 1994
Skills
Strategic Planning, Leadership Development, Fundraising, Philanthropy, Non-profit Consulting, Global Business..., Health Insurance
Education
Thunderbird School of Global Management 1995 — 1996
MBA / MIM, Finance / International Business
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BA, Economics, Middle East Studies
Adnan Shamsi March 2014 - Present
Hornor Townsend & Kent July 2009 - January 2014
UBS AG May 2008 - June 2009
Penn Mutual May 2007 - April 2008
Permanent Mission to the United Nations, ROP February 2007 - May 2007
Bank of America July 1997 - February 2007
Center for Business Education and Research (CIBER) September 1996 - July 1997
Teledyne February 1996 - May 1996
The Chase Manhattan Bank 1992 - 1994
Skills
Strategic Planning, Leadership Development, Fundraising, Philanthropy, Non-profit Consulting, Global Business..., Health Insurance
Education
Thunderbird School of Global Management 1995 — 1996
MBA / MIM, Finance / International Business
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BA, Economics, Middle East Studies
Ralph Franco Ralph Franco's Penn Mutual Experience January 1994 - January 1996
Job Sr Client Executive
Industry Information Technology and Services
Experience
Verizon March 2014 - Present
Brainshark August 2012 - February 2014
SumTotal Systems August 2009 - August 2012
Verizon Business January 2005 - August 2009
Verizon Business January 2001 - January 2005
RCN January 1998 - January 2001
Bell Atlantic January 1996 - January 1998
Penn Mutual January 1994 - January 1996
Skills
Unix, Arc/View, AutoCAD, Oracle Project..., MapInfo, Microsoft Office, SaaS, Enterprise Software, Salesforce.com, Program Management, Sales, Selling, Project Management, Sales Operations, Sales Management, Solution Selling, Professional Services, Cloud Computing, Management, Software Industry, Forecasting, CRM, Account Management
Education
The George Washington University 2005 — 2006
MCPM- Masters Certificate Project Management
Salem State College 1988 — 1990
Business Administration and Management, General
Harvard Extension School 1991 — 1992
Business Administration and Management, General
Verizon March 2014 - Present
Brainshark August 2012 - February 2014
SumTotal Systems August 2009 - August 2012
Verizon Business January 2005 - August 2009
Verizon Business January 2001 - January 2005
RCN January 1998 - January 2001
Bell Atlantic January 1996 - January 1998
Penn Mutual January 1994 - January 1996
Skills
Unix, Arc/View, AutoCAD, Oracle Project..., MapInfo, Microsoft Office, SaaS, Enterprise Software, Salesforce.com, Program Management, Sales, Selling, Project Management, Sales Operations, Sales Management, Solution Selling, Professional Services, Cloud Computing, Management, Software Industry, Forecasting, CRM, Account Management
Education
The George Washington University 2005 — 2006
MCPM- Masters Certificate Project Management
Salem State College 1988 — 1990
Business Administration and Management, General
Harvard Extension School 1991 — 1992
Business Administration and Management, General
Ryan Lam's Penn Mutual Experience June 2015 - Present
Job Financial Services Representative, Penn Mutual Life Insurance Company
Industry Financial Services
Experience
Penn Mutual June 2015 - Present
Ryan Lam Photography January 2011 - Present
Somerset Insurance Solutions, Inc. October 2013 - June 2015
Fisher Investments July 2013 - December 2013
MassMutual Financial Group May 2011 - July 2013
Skills
PowerPoint, Retirement Planning, Microsoft Excel, Microsoft Office, Sales, Photography, Microsoft Word, Event Management, Social Media, Social Media Marketing, Photoshop, Wedding Photojournalism, Wedding Photography, Advertising, Business Development, Marketing, Customer Service, Social Networking, Insurance, Adobe Creative Suite, Digital Photography, WordPress, SEO, Lightroom, New Business Development, Facebook, Account Management, Time Management, Salesforce.com, Event Planning
Education
San Jose State University 2009 — 2013
Bachelor of Science (BS), Business Marketing, Minor - Economics
Penn Mutual June 2015 - Present
Ryan Lam Photography January 2011 - Present
Somerset Insurance Solutions, Inc. October 2013 - June 2015
Fisher Investments July 2013 - December 2013
MassMutual Financial Group May 2011 - July 2013
Skills
PowerPoint, Retirement Planning, Microsoft Excel, Microsoft Office, Sales, Photography, Microsoft Word, Event Management, Social Media, Social Media Marketing, Photoshop, Wedding Photojournalism, Wedding Photography, Advertising, Business Development, Marketing, Customer Service, Social Networking, Insurance, Adobe Creative Suite, Digital Photography, WordPress, SEO, Lightroom, New Business Development, Facebook, Account Management, Time Management, Salesforce.com, Event Planning
Education
San Jose State University 2009 — 2013
Bachelor of Science (BS), Business Marketing, Minor - Economics
Jheryl Wilson's Penn Mutual Experience September 2013 - November 2013
Job Seeking entry level position
Industry Financial Services
Experience
Lord, Abbett & Co. LLC December 2014 - June 2015
St. John's University July 2012 - May 2014
St. John's University Undergraduate Admissions November 2011 - May 2014
Penn Mutual September 2013 - November 2013
Student Government Incorporated September 2012 - May 2013
African Students Association September 2012 - May 2013
St. John's University Athletics October 2011 - March 2012
HOPE NYC Street Survey 2012 January 2012 - January 2012
Skills
PowerPoint, Microsoft Word, Public Speaking, Teamwork, Microsoft Excel, Customer Service, Outlook, Data Entry, Project Management, CRM, Sales Logix
Education
St. John's University 2010 — 2014
Bachelor’s Degree, Finance, General
Lord, Abbett & Co. LLC December 2014 - June 2015
St. John's University July 2012 - May 2014
St. John's University Undergraduate Admissions November 2011 - May 2014
Penn Mutual September 2013 - November 2013
Student Government Incorporated September 2012 - May 2013
African Students Association September 2012 - May 2013
St. John's University Athletics October 2011 - March 2012
HOPE NYC Street Survey 2012 January 2012 - January 2012
Skills
PowerPoint, Microsoft Word, Public Speaking, Teamwork, Microsoft Excel, Customer Service, Outlook, Data Entry, Project Management, CRM, Sales Logix
Education
St. John's University 2010 — 2014
Bachelor’s Degree, Finance, General
David Raszeja David Raszeja's Penn Mutual Experience June 2014 - Present
Job Chief Ethics and Risk Officer at Penn Mutual
Industry Insurance
Experience
Penn Mutual June 2014 - Present
Penn Mutual February 2012 - Present
CIGNA January 2011 - June 2012
Penn Mutual September 2009 - April 2011
Penn Mutual January 2007 - September 2009
Penn Mutual May 2005 - December 2006
Penn Mutual July 2001 - May 2005
Skills
Actuarial Science, Reinsurance, Risk Management, Credit, ALM, Enterprise Risk..., Life Insurance, Insurance, Financial Risk, Investments, Valuation, Finance, Portfolio Management, Financial Analysis
Education
FSA, Investment track 2008 — 2008
M.S, Mathematics
State University of New York College at Buffalo 1997 — 2001
M.S., Mathematics
Rochester Institute of Technology 1992 — 1997
B.S., Applied Mathematics
Penn Mutual June 2014 - Present
Penn Mutual February 2012 - Present
CIGNA January 2011 - June 2012
Penn Mutual September 2009 - April 2011
Penn Mutual January 2007 - September 2009
Penn Mutual May 2005 - December 2006
Penn Mutual July 2001 - May 2005
Skills
Actuarial Science, Reinsurance, Risk Management, Credit, ALM, Enterprise Risk..., Life Insurance, Insurance, Financial Risk, Investments, Valuation, Finance, Portfolio Management, Financial Analysis
Education
FSA, Investment track 2008 — 2008
M.S, Mathematics
State University of New York College at Buffalo 1997 — 2001
M.S., Mathematics
Rochester Institute of Technology 1992 — 1997
B.S., Applied Mathematics
Robert Voelker Robert Voelker's Penn Mutual Experience 2012 - Present
Job Supervisor Life New Business at Penn Mutual
Industry Financial Services
Experience
Penn Mutual 2012 - Present
Pershing, a BNY Mellon company 2006 - 2011
Bally Total Fitness 2004 - 2006
Skills
Account Management, Asset Management, Gym, Management, Muscle Energy, Project Management, Protein Production, Risk Management, Strength Training, Customer Service, New Business Development, Charismatic Leadership, Bench Strength, Muscular Endurance, Personality Development, Banking, Portfolio Management, Process Improvement, Insurance, Wealth Management, Financial Analysis, Financial Services
Education
Penn State University 2007 — 2010
MBA, Business Administration and Management, General
West Chester University of Pennsylvania 2002 — 2004
BS, Business Management
Pocono Mountain 1995 — 1999
Penn Mutual 2012 - Present
Pershing, a BNY Mellon company 2006 - 2011
Bally Total Fitness 2004 - 2006
Skills
Account Management, Asset Management, Gym, Management, Muscle Energy, Project Management, Protein Production, Risk Management, Strength Training, Customer Service, New Business Development, Charismatic Leadership, Bench Strength, Muscular Endurance, Personality Development, Banking, Portfolio Management, Process Improvement, Insurance, Wealth Management, Financial Analysis, Financial Services
Education
Penn State University 2007 — 2010
MBA, Business Administration and Management, General
West Chester University of Pennsylvania 2002 — 2004
BS, Business Management
Pocono Mountain 1995 — 1999
Richard Thorn's Penn Mutual Experience January 2014 - Present
Job ScrumMaster/ Development Manager at Penn Mutual Life
Industry Information Technology and Services
Experience
Penn Mutual January 2014 - Present
Penn Mutual October 2010 - January 2014
Hornor, Townsend, & Kent August 2007 - October 2010
Hornor, Townsend, & Kent 2004 - 2007
Skills
Agile Methodologies, Scrum, SDLC, Business Analysis, Management, Leadership, Analysis, Team Management, Project Management, Integration, Compliance, Software Development, Business Strategy, Fixed Annuities, Process Improvement, Trading, Customer Service, Microsoft Office, Business Development, Insurance, Financial Services, Project Planning, Strategy, Business Process, Requirements Analysis, Software Documentation, FINRA, Business Process..., Change Management, Project Portfolio..., IT Strategy, Strategic Planning, Life Insurance, Software Project..., IT Management, Risk Management, Resource Management, Program Management, Testing, Business Intelligence, Java, JavaScript, jQuery, Ruby, Objective-C, JIRA, iOS Development, Mobile Applications, Vendor Management, Visio
Education
Saint Joseph's University 2000 — 2004
Bachelors, Business Management
Penn Mutual January 2014 - Present
Penn Mutual October 2010 - January 2014
Hornor, Townsend, & Kent August 2007 - October 2010
Hornor, Townsend, & Kent 2004 - 2007
Skills
Agile Methodologies, Scrum, SDLC, Business Analysis, Management, Leadership, Analysis, Team Management, Project Management, Integration, Compliance, Software Development, Business Strategy, Fixed Annuities, Process Improvement, Trading, Customer Service, Microsoft Office, Business Development, Insurance, Financial Services, Project Planning, Strategy, Business Process, Requirements Analysis, Software Documentation, FINRA, Business Process..., Change Management, Project Portfolio..., IT Strategy, Strategic Planning, Life Insurance, Software Project..., IT Management, Risk Management, Resource Management, Program Management, Testing, Business Intelligence, Java, JavaScript, jQuery, Ruby, Objective-C, JIRA, iOS Development, Mobile Applications, Vendor Management, Visio
Education
Saint Joseph's University 2000 — 2004
Bachelors, Business Management
Louis M. Deering, ChFC Louis M. Deering, ChFC's Penn Mutual Experience 2005 - 2011
Job Vice President Investments, Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott, LLC August 2005 - Present
Lititz Lions 2007 - 2015
Penn Mutual 2005 - 2011
Morgan Stanley 2000 - 2005
Prudential Financial January 1983 - December 1996
Skills
Investments, Wealth Management, Strategic Financial..., Financial Advisory, Retirement Planning, Series 7, Asset Allocation, Series 63, Investment Advisory, Investment Strategies, Securities, Estate Planning, 401k, Financial Analysis, Mutual Funds, IRAs, Financial Planning, Life Insurance, Long-term Care, Asset Management, Fixed Income, Strategic Planning, Relationship Management, Equities, Retirement, Risk Management, ETFs, Fixed Annuities, Portfolio Management, Financial Services, Bonds, Asset Managment, Financial Modeling, Insurance, Capital Markets
Education
The American College 1985 — 1996
ChFC, Chartered Financial Consultant
Saint Joseph's University 1974 — 1979
Bachelors, Economics
Janney Montgomery Scott, LLC August 2005 - Present
Lititz Lions 2007 - 2015
Penn Mutual 2005 - 2011
Morgan Stanley 2000 - 2005
Prudential Financial January 1983 - December 1996
Skills
Investments, Wealth Management, Strategic Financial..., Financial Advisory, Retirement Planning, Series 7, Asset Allocation, Series 63, Investment Advisory, Investment Strategies, Securities, Estate Planning, 401k, Financial Analysis, Mutual Funds, IRAs, Financial Planning, Life Insurance, Long-term Care, Asset Management, Fixed Income, Strategic Planning, Relationship Management, Equities, Retirement, Risk Management, ETFs, Fixed Annuities, Portfolio Management, Financial Services, Bonds, Asset Managment, Financial Modeling, Insurance, Capital Markets
Education
The American College 1985 — 1996
ChFC, Chartered Financial Consultant
Saint Joseph's University 1974 — 1979
Bachelors, Economics
Matthew Olecki's Penn Mutual Experience May 2010 - July 2011
Job Registered Client Representative
Industry Financial Services
Experience
Kades-Margolis Corporation July 2011 - Present
Penn Mutual May 2010 - July 2011
Wells Fargo Financial January 2009 - May 2010
Skills
Finance, Financial Services, Credit, Investments, Strategic Financial..., Asset Management, ERISA
Education
Shippensburg University of Pennsylvania 2004 — 2009
Bachelors of Science Business Administration, Finance
Perkiomen Valley High School 2001 — 2004
Kades-Margolis Corporation July 2011 - Present
Penn Mutual May 2010 - July 2011
Wells Fargo Financial January 2009 - May 2010
Skills
Finance, Financial Services, Credit, Investments, Strategic Financial..., Asset Management, ERISA
Education
Shippensburg University of Pennsylvania 2004 — 2009
Bachelors of Science Business Administration, Finance
Perkiomen Valley High School 2001 — 2004
Talia Manzo Talia Manzo's Penn Mutual Experience November 2014 - Present
Job Director of Marketing | Professional Economic Growth Group
Industry Financial Services
Experience
Penn Mutual November 2014 - Present
MetLife April 2012 - November 2014
New York Stock Exchange Euronext January 2010 - January 2011
MTV Networks August 2009 - September 2009
MTV Networks January 2009 - May 2009
Skills
Event Planning, Marketing, Creative Writing, Event Management, Social Media Marketing, Social Networking, Blogging, Facebook, Public Relations, Marketing Communications
Education
Seton Hall University 2005 — 2009
BA, English Honors
Universidad de Alicante
Spanish
Penn Mutual November 2014 - Present
MetLife April 2012 - November 2014
New York Stock Exchange Euronext January 2010 - January 2011
MTV Networks August 2009 - September 2009
MTV Networks January 2009 - May 2009
Skills
Event Planning, Marketing, Creative Writing, Event Management, Social Media Marketing, Social Networking, Blogging, Facebook, Public Relations, Marketing Communications
Education
Seton Hall University 2005 — 2009
BA, English Honors
Universidad de Alicante
Spanish
Zaneta Lasseter Zaneta Lasseter's Penn Mutual Experience August 2012 - Present
Job Solution Center Analyst at Penn Mutual
Industry Information Technology and Services
Experience
Penn Mutual August 2012 - Present
Alfa Laval July 2007 - Present
IT / ARAMARK Service Center May 2007 - July 2007
Comcast August 2006 - May 2007
Dupont Legal July 2005 - August 2006
Spherion Consulting at Bank One August 2004 - May 2005
Bank One February 2004 - August 2004
Nationwide Provident November 2002 - December 2003
Iron Mountain September 2000 - November 2002
CompuCom September 1998 - 2000
Skills
Technical Support, Troubleshooting, System Administration, Servers, TCP/IP, Network Administration, Software Documentation, Operating Systems, Networking, Help Desk Support, Software Installation, Computer Hardware, Hardware, VPN, Information Technology
Education
Computer Learning Center 1997 — 1998
Diploma, Network Engineering
Peirce College
AS, Managment Information Systems
Saint Joseph's University
Penn Mutual August 2012 - Present
Alfa Laval July 2007 - Present
IT / ARAMARK Service Center May 2007 - July 2007
Comcast August 2006 - May 2007
Dupont Legal July 2005 - August 2006
Spherion Consulting at Bank One August 2004 - May 2005
Bank One February 2004 - August 2004
Nationwide Provident November 2002 - December 2003
Iron Mountain September 2000 - November 2002
CompuCom September 1998 - 2000
Skills
Technical Support, Troubleshooting, System Administration, Servers, TCP/IP, Network Administration, Software Documentation, Operating Systems, Networking, Help Desk Support, Software Installation, Computer Hardware, Hardware, VPN, Information Technology
Education
Computer Learning Center 1997 — 1998
Diploma, Network Engineering
Peirce College
AS, Managment Information Systems
Saint Joseph's University
Rob Francisco's Penn Mutual Experience September 2004 - January 2007
Job Insurance Agent at Axis Insurance
Industry Insurance
Experience
Axis Insurance October 2015 - Present
Francisco Financial Solutions August 2012 - Present
BGA Insurance: A premier life insurance brokerage general agency July 2012 - August 2015
Minnesota Life February 2007 - July 2012
Penn Mutual September 2004 - January 2007
Niche Marketing July 2003 - August 2004
Pacific Life January 2000 - June 2003
Pacific Life June 1998 - December 1999
Pacific Life January 1996 - May 1998
The Koll Company June 1994 - December 1995
Skills
Insurance, Life Insurance, Disability Insurance, Retirement, Universal Life, Wealth Accumulation, Estate Planning, Long-term Care, Term Life Insurance, Financial Services, Long Term Care Insurance, Retirement Planning, Strategic Planning, Marketing Strategy, Underwriting, New Business Development, Brokers, Risk Management, Sales, Whole Life, Determined to Succeed, Persistence, Ingenuity, Creative Solutions, Intuitive Leadership, Versatility, Integrity, Branding/Product..., Client Relationship..., Consultative Selling, Problem Solving, Strategic..., Process Improvement, Marketing, Graphic Design, Logo Design, Fixed Annuities, Employee Benefits, Financial Planning, Leadership, Management, Investments, Health Insurance, Small Business, 401k, Wealth Management, Finance, Business Planning, Training, Mutual Funds
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
University of California, Irvine
BA
Axis Insurance October 2015 - Present
Francisco Financial Solutions August 2012 - Present
BGA Insurance: A premier life insurance brokerage general agency July 2012 - August 2015
Minnesota Life February 2007 - July 2012
Penn Mutual September 2004 - January 2007
Niche Marketing July 2003 - August 2004
Pacific Life January 2000 - June 2003
Pacific Life June 1998 - December 1999
Pacific Life January 1996 - May 1998
The Koll Company June 1994 - December 1995
Skills
Insurance, Life Insurance, Disability Insurance, Retirement, Universal Life, Wealth Accumulation, Estate Planning, Long-term Care, Term Life Insurance, Financial Services, Long Term Care Insurance, Retirement Planning, Strategic Planning, Marketing Strategy, Underwriting, New Business Development, Brokers, Risk Management, Sales, Whole Life, Determined to Succeed, Persistence, Ingenuity, Creative Solutions, Intuitive Leadership, Versatility, Integrity, Branding/Product..., Client Relationship..., Consultative Selling, Problem Solving, Strategic..., Process Improvement, Marketing, Graphic Design, Logo Design, Fixed Annuities, Employee Benefits, Financial Planning, Leadership, Management, Investments, Health Insurance, Small Business, 401k, Wealth Management, Finance, Business Planning, Training, Mutual Funds
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
University of California, Irvine
BA
Beverly Pelletier's Penn Mutual Experience August 2015 - Present
Job Business Systems Analyst | Focused on Requirements Analysis and Process Improvement
Industry Information Technology and Services
Experience
Penn Mutual August 2015 - Present
Independence Blue Cross December 2014 - February 2015
Pelletier Family January 2006 - November 2014
Siemens Medical Solutions June 1997 - December 2005
CoreStates June 1996 - January 1997
Skills
Organization &..., Process Improvement, SDLC, Healthcare Information..., Business Analysis, Always Willing to Learn, Quality Assurance, Integration, Customer Satisfaction, Communication, Visio, ClearCase, ARIS, Requirements Analysis, Agile Methodologies, SharePoint, RxClaim
Education
Saint Joseph's University 1993 — 1997
Bachelor of Science, Information Systems, Summa Cum Laude
Villa Joseph Marie High School 1989 — 1993
Penn Mutual August 2015 - Present
Independence Blue Cross December 2014 - February 2015
Pelletier Family January 2006 - November 2014
Siemens Medical Solutions June 1997 - December 2005
CoreStates June 1996 - January 1997
Skills
Organization &..., Process Improvement, SDLC, Healthcare Information..., Business Analysis, Always Willing to Learn, Quality Assurance, Integration, Customer Satisfaction, Communication, Visio, ClearCase, ARIS, Requirements Analysis, Agile Methodologies, SharePoint, RxClaim
Education
Saint Joseph's University 1993 — 1997
Bachelor of Science, Information Systems, Summa Cum Laude
Villa Joseph Marie High School 1989 — 1993
Amber Mackert's Penn Mutual Experience March 2013 - June 2014
Job New Business Specialist
Industry Financial Services
Experience
21st Century Financial Inc. July 2014 - March 2015
Penn Mutual March 2013 - June 2014
Dearborn National August 2010 - April 2013
Skills
Microsoft Office, Multi-line Phone, Multi-tasking..., Typing, Data Entry, Executive Calendar..., Appointment Scheduling, New Business Set-up, Insurance Background, Georgia Insurance..., Insurance, Disability Insurance, Benefits Administration, Customer Service, Sales, Sales Management, Term Life Insurance, Health Insurance, Underwriting, Employee Benefits, Life Insurance, Critical Illness, Marketing, Health Savings Accounts
Education
Penn State University 2001 — 2005
Bachelor of Arts (B.A.), English
21st Century Financial Inc. July 2014 - March 2015
Penn Mutual March 2013 - June 2014
Dearborn National August 2010 - April 2013
Skills
Microsoft Office, Multi-line Phone, Multi-tasking..., Typing, Data Entry, Executive Calendar..., Appointment Scheduling, New Business Set-up, Insurance Background, Georgia Insurance..., Insurance, Disability Insurance, Benefits Administration, Customer Service, Sales, Sales Management, Term Life Insurance, Health Insurance, Underwriting, Employee Benefits, Life Insurance, Critical Illness, Marketing, Health Savings Accounts
Education
Penn State University 2001 — 2005
Bachelor of Arts (B.A.), English
Kate Schell's Penn Mutual Experience March 2009 - September 2011
Job Risk Manager at Legal & General America
Industry Financial Services
Experience
Legal & General America April 2015 - Present
Hartford Funds November 2014 - March 2015
Voya Financial September 2013 - October 2014
ING U.S. September 2011 - September 2013
Penn Mutual March 2009 - September 2011
Penn Mutual November 2007 - March 2009
Ernst & Young July 2005 - October 2007
Skills
Series 7, Internal Audit, Internal Controls, Audit, Financial Reporting, GAAP, Risk Assessment, Accounting, Risk, Insurance, Auditing, Financial Risk, Project Management, Derivatives, Securities, Financial Analysis, Enterprise Risk..., Sarbanes-Oxley Act, Finance, Risk Management, Process Improvement, Financial Modeling, CPA, Financial Planning, Management, Financial Services
Education
Penn State University 2001 — 2005
BS, Accounting
Legal & General America April 2015 - Present
Hartford Funds November 2014 - March 2015
Voya Financial September 2013 - October 2014
ING U.S. September 2011 - September 2013
Penn Mutual March 2009 - September 2011
Penn Mutual November 2007 - March 2009
Ernst & Young July 2005 - October 2007
Skills
Series 7, Internal Audit, Internal Controls, Audit, Financial Reporting, GAAP, Risk Assessment, Accounting, Risk, Insurance, Auditing, Financial Risk, Project Management, Derivatives, Securities, Financial Analysis, Enterprise Risk..., Sarbanes-Oxley Act, Finance, Risk Management, Process Improvement, Financial Modeling, CPA, Financial Planning, Management, Financial Services
Education
Penn State University 2001 — 2005
BS, Accounting
Diane Ferreira Diane Ferreira's Penn Mutual Experience August 2009 - January 2012
Job Insurance/Financial Advisor at Ferreira Insurance, LLC
Industry Insurance
Experience
Ferreira Insurance Agency, Inc. February 2013 - Present
Ferreira Insurance Agency, Inc. February 2013 - Present
The Guardian Life Insurance Company of America February 2012 - May 2013
Penn Mutual August 2009 - January 2012
Skills
Insurance, Disability Insurance, Life Insurance, Health Insurance, Fixed Annuities, Long-term Care, Term Life Insurance, Retirement Planning, Retirement, Underwriting, Property & Casualty..., Strategic Financial...
Education
Touro College 2003 — 2007
Health Science
Salve Regina University
Ferreira Insurance Agency, Inc. February 2013 - Present
Ferreira Insurance Agency, Inc. February 2013 - Present
The Guardian Life Insurance Company of America February 2012 - May 2013
Penn Mutual August 2009 - January 2012
Skills
Insurance, Disability Insurance, Life Insurance, Health Insurance, Fixed Annuities, Long-term Care, Term Life Insurance, Retirement Planning, Retirement, Underwriting, Property & Casualty..., Strategic Financial...
Education
Touro College 2003 — 2007
Health Science
Salve Regina University
Victoria Vacante Victoria Vacante's Penn Mutual Experience April 2011 - Present
Job Underwriting Consultant at Penn Mutual
Industry Insurance
Experience
Penn Mutual April 2011 - Present
Penn Mutual July 2009 - March 2011
Skills
Insurance, Underwriting, Life Insurance, Term Life Insurance, Reinsurance, Brokers, Universal Life, Whole Life, General Insurance
Education
St. Joseph's University 2005 — 2009
Bachelor's degree, English Language and Literature, General
Penn Mutual April 2011 - Present
Penn Mutual July 2009 - March 2011
Skills
Insurance, Underwriting, Life Insurance, Term Life Insurance, Reinsurance, Brokers, Universal Life, Whole Life, General Insurance
Education
St. Joseph's University 2005 — 2009
Bachelor's degree, English Language and Literature, General
Donna Licciardi Donna Licciardi's Penn Mutual Experience June 1988 - October 1989
Job Director, Actuary at Prudential Financial
Industry Insurance
Experience
Prudential Financial September 2010 - Present
MetLife March 2006 - August 2010
Prudential Financial October 1989 - April 1992
Penn Mutual June 1988 - October 1989
Skills
Actuarial Science, Accident, Group Life, Insurance, Critical Illness, Pricing, Health Insurance, Reinsurance, Life Insurance, Underwriting, Fixed Annuities, Disability Insurance, Retirement, Pensions, Solvency II
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts (B.A.), Math, Economics
Prudential Financial September 2010 - Present
MetLife March 2006 - August 2010
Prudential Financial October 1989 - April 1992
Penn Mutual June 1988 - October 1989
Skills
Actuarial Science, Accident, Group Life, Insurance, Critical Illness, Pricing, Health Insurance, Reinsurance, Life Insurance, Underwriting, Fixed Annuities, Disability Insurance, Retirement, Pensions, Solvency II
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts (B.A.), Math, Economics
Christina Stuart Christina Stuart's Penn Mutual Experience June 2014 - Present
Job Training & Development Specialist at Penn Mutual
Industry Financial Services
Experience
Penn Mutual June 2014 - Present
The Preston Group August 2013 - June 2014
Randstad February 2013 - August 2013
Prudential Financial August 2009 - February 2013
Skills
Business Relationship..., Customer Service, Microsoft Office, Training, Research, Recruiting, Management, Process Improvement, Time Management, Call Centers, Sales, New Business Development, Finance, Account Management, Cold Calling
Education
Saint Joseph's University
Bachelor of Business Administration (B.B.A.), Pharmaceutical Marketing
Penn Mutual June 2014 - Present
The Preston Group August 2013 - June 2014
Randstad February 2013 - August 2013
Prudential Financial August 2009 - February 2013
Skills
Business Relationship..., Customer Service, Microsoft Office, Training, Research, Recruiting, Management, Process Improvement, Time Management, Call Centers, Sales, New Business Development, Finance, Account Management, Cold Calling
Education
Saint Joseph's University
Bachelor of Business Administration (B.B.A.), Pharmaceutical Marketing
Daniel Schoenbaechler Daniel Schoenbaechler's Penn Mutual Experience October 2007 - July 2008
Job Sales Associate at Keller Williams
Industry Real Estate
Experience
Keller Williams April 2013 - Present
Council on Foreign Relations November 2011 - March 2013
PRIME Real Estate Group September 2010 - March 2013
BrianDavid, Realtors September 2010 - March 2012
The New York Times June 2011 - October 2011
TLR Energy October 2009 - October 2010
Glatstian Real Estate Group August 2008 - September 2010
Penn Mutual October 2007 - July 2008
Hoboken Floors June 2006 - October 2007
Skills
Advertising, Real Estate Transactions, Rent, Sales, Marketing, Real Estate, Social Media Marketing, Selling, Online Advertising, New Business Development, Social Media, Account Management, Sales Management, Market Research, Management, Marketing Strategy, Residential Homes, Investments, Budgets, Commercial Real Estate, Contract Negotiation, Strategic Partnerships
Education
Shippensburg University of Pennsylvania 2001 — 2005
BS, Criminal Justice
Keller Williams April 2013 - Present
Council on Foreign Relations November 2011 - March 2013
PRIME Real Estate Group September 2010 - March 2013
BrianDavid, Realtors September 2010 - March 2012
The New York Times June 2011 - October 2011
TLR Energy October 2009 - October 2010
Glatstian Real Estate Group August 2008 - September 2010
Penn Mutual October 2007 - July 2008
Hoboken Floors June 2006 - October 2007
Skills
Advertising, Real Estate Transactions, Rent, Sales, Marketing, Real Estate, Social Media Marketing, Selling, Online Advertising, New Business Development, Social Media, Account Management, Sales Management, Market Research, Management, Marketing Strategy, Residential Homes, Investments, Budgets, Commercial Real Estate, Contract Negotiation, Strategic Partnerships
Education
Shippensburg University of Pennsylvania 2001 — 2005
BS, Criminal Justice
Deborah Smart Deborah Smart's Penn Mutual Experience September 1968 - November 1985
Job Publishing Consultant at One Smart Lady Productions
Industry Online Media
Experience
Gladstone Publishing Services December 1998 - Present
University of Penn - Netter Center Partnership September 2009 - June 2010
Penn Mutual September 1968 - November 1985
Skills
Program Development, Writing Skills, Graphic Design
Education
St. Joseph's University 1976 — 1986
Saint Joseph's University 1978 — 1984
aa, Business Management
Gladstone Publishing Services December 1998 - Present
University of Penn - Netter Center Partnership September 2009 - June 2010
Penn Mutual September 1968 - November 1985
Skills
Program Development, Writing Skills, Graphic Design
Education
St. Joseph's University 1976 — 1986
Saint Joseph's University 1978 — 1984
aa, Business Management
Frank Rocha Frank Rocha's Penn Mutual Experience March 2013 - Present
Job I am a Financial Advocate with Penn Mutual in La Jolla, CA.
Industry Financial Services
Experience
Penn Mutual March 2013 - Present
Colonial Life June 2002 - July 2009
AM Advertising February 2000 - February 2002
Skills
Insurance, Employee Benefits, Health Insurance, Marketing, Disability Insurance, Advertising, Health Savings Accounts, Term Life Insurance, Account Management, Life Insurance, Long-term Care, Fixed Annuities, Direct Sales, New Business Development, Customer Service, Marketing Strategy, Retirement, Retirement Planning, Dentistry, 401k, Strategic Planning, Financial Analysis, Permanent Life Insurance, Training
Education
San Diego State University-California State University 2000 — 2002
BA Communications, Emphasis in Marketing
San Diego State University-California State University 1998 — 2000
BA, Communication with Emphasis in Advertising
Penn Mutual March 2013 - Present
Colonial Life June 2002 - July 2009
AM Advertising February 2000 - February 2002
Skills
Insurance, Employee Benefits, Health Insurance, Marketing, Disability Insurance, Advertising, Health Savings Accounts, Term Life Insurance, Account Management, Life Insurance, Long-term Care, Fixed Annuities, Direct Sales, New Business Development, Customer Service, Marketing Strategy, Retirement, Retirement Planning, Dentistry, 401k, Strategic Planning, Financial Analysis, Permanent Life Insurance, Training
Education
San Diego State University-California State University 2000 — 2002
BA Communications, Emphasis in Marketing
San Diego State University-California State University 1998 — 2000
BA, Communication with Emphasis in Advertising
RAMA DIAGNE RAMA DIAGNE's Penn Mutual Experience March 2014 - Present
Job Sr. Licensing Specialist at Penn Mutual
Industry
Experience
Penn Mutual March 2014 - Present
Penn Mutual May 2012 - March 2014
Penn Mutual May 2009 - April 2012
Penn Mutual August 2008 - April 2009
Skills
Customer Service, MS Excel Pivot Tables, General Ledger, Clarity, Cognos, Communication, Multi Tasking, Organization, Multilingual (French,...
Education
Philadelphia University 2007 — 2008
mba
Temple University 2001 — 2005
Bachelor's Degree, Finance
Penn Mutual March 2014 - Present
Penn Mutual May 2012 - March 2014
Penn Mutual May 2009 - April 2012
Penn Mutual August 2008 - April 2009
Skills
Customer Service, MS Excel Pivot Tables, General Ledger, Clarity, Cognos, Communication, Multi Tasking, Organization, Multilingual (French,...
Education
Philadelphia University 2007 — 2008
mba
Temple University 2001 — 2005
Bachelor's Degree, Finance
Daniel McMillan Daniel McMillan's Penn Mutual Experience November 2012 - April 2013
Job at
Industry Utilities
Experience
ADP April 2013 - Present
Penn Mutual November 2012 - April 2013
NRG Energy January 2009 - November 2012
Ceridian March 2006 - May 2009
AT&T Mobility 2003 - 2006
Skills
HRIS, Employee Benefits, Human Resources, Benefits Administration, ADP Payroll, Payroll, Deferred Compensation, Performance Management, Employee Relations, Business Process, Ceridian, Leadership, Process Improvement, 401k, Recruiting, Employee Engagement, Garnishments, Pension Administration, ADP E-Time, Defined Benefit, 401k Rollovers, Pension Systems, Pension Funds, Defined Contribution, Qualified Retirement..., Onboarding, Qualified Domestic..., Kronos, Data Interfaces, Project Management, HR Consulting, Strategic HR, HR Management, HR Project Management, HR Transformation, Retirement Benefits, ADP ReportSmith, Enterprise Software, Leave Administration, Leave of Absence, Leave Management, OSHA Record Keeping
Education
Rider University
Bachelor of Science (B.S.), Business Administration
Rider University
Bachelor of Science (B.S.), Human Resources Management
ADP April 2013 - Present
Penn Mutual November 2012 - April 2013
NRG Energy January 2009 - November 2012
Ceridian March 2006 - May 2009
AT&T Mobility 2003 - 2006
Skills
HRIS, Employee Benefits, Human Resources, Benefits Administration, ADP Payroll, Payroll, Deferred Compensation, Performance Management, Employee Relations, Business Process, Ceridian, Leadership, Process Improvement, 401k, Recruiting, Employee Engagement, Garnishments, Pension Administration, ADP E-Time, Defined Benefit, 401k Rollovers, Pension Systems, Pension Funds, Defined Contribution, Qualified Retirement..., Onboarding, Qualified Domestic..., Kronos, Data Interfaces, Project Management, HR Consulting, Strategic HR, HR Management, HR Project Management, HR Transformation, Retirement Benefits, ADP ReportSmith, Enterprise Software, Leave Administration, Leave of Absence, Leave Management, OSHA Record Keeping
Education
Rider University
Bachelor of Science (B.S.), Business Administration
Rider University
Bachelor of Science (B.S.), Human Resources Management
Lauren Kane (McGrath) Lauren Kane (McGrath)'s Penn Mutual Experience July 2014 - Present
Job Senior Manager, Content Strategy at Penn Mutual
Industry Marketing and Advertising
Experience
Penn Mutual July 2014 - Present
Influence Interactive - A Dudnyk Company June 2006 - April 2014
NDW Communications May 2005 - June 2006
TSI Visuals May 2002 - May 2005
Skills
Integrated Marketing, Advertising, Digital Strategy, Interactive Marketing, Digital Marketing, Marketing Research, Brand Development, Online Marketing, Web Analytics, Marketing Management, Creative Direction, Newsletters, Project Management, Press Releases, Mobile Marketing, Strategy, Creative Strategy, User Experience, CRM, Mobile Devices
Education
Saint Joseph's University 1998 — 2002
BS, Marketing
Saint Joseph's University - Erivan K. Haub School of Business 1998 — 2002
BS, Marketing
Penn Mutual July 2014 - Present
Influence Interactive - A Dudnyk Company June 2006 - April 2014
NDW Communications May 2005 - June 2006
TSI Visuals May 2002 - May 2005
Skills
Integrated Marketing, Advertising, Digital Strategy, Interactive Marketing, Digital Marketing, Marketing Research, Brand Development, Online Marketing, Web Analytics, Marketing Management, Creative Direction, Newsletters, Project Management, Press Releases, Mobile Marketing, Strategy, Creative Strategy, User Experience, CRM, Mobile Devices
Education
Saint Joseph's University 1998 — 2002
BS, Marketing
Saint Joseph's University - Erivan K. Haub School of Business 1998 — 2002
BS, Marketing
Holland Dutch Earle Holland Dutch Earle's Penn Mutual Experience 1985 - 1987
Job Managing Director, Executive Strategies, Inc.
Industry Staffing and Recruiting
Experience
Executive Strategies, Inc 1994 - Present
ADP 1989 - 1995
ADP, Brokerage Services 1987 - 1989
Penn Mutual 1985 - 1987
RCA 1976 - 1984
NCR Corporation 1973 - 1976
Skills
Talent Acquisition, Executive Search, Succession Planning, Executive Coaching, Workforce Planning, Talent Management, Recruiting, Personnel Management, Deferred Compensation, Sourcing, CRM, Organizational..., Team Building, Human Resources, Negotiation, College Recruiting, HR Consulting, Temporary Placement, Management, Start-ups, Payroll, Onboarding, Organizational..., Career Development, Coaching, Technical Recruiting, Culture Change, Career Counseling, Human Capital, Labor Relations, Employee Benefits, Leadership Development, HRIS, HR Policies, Leadership, Employee Relations, Employee Engagement, Performance Management, Applicant Tracking..., Industrial Relations, Employment Law, Program Management, Benefits Administration, Organizational Design, Employer Branding, Temporary Staffing, HR Transformation, Executive Pay, Interviews, Compensation & Benefit
Education
St. Francis University 1975 — 1976
MA, Industrial/Labor Relations
Penn State University 1969 — 1973
BS, Education
Executive Strategies, Inc 1994 - Present
ADP 1989 - 1995
ADP, Brokerage Services 1987 - 1989
Penn Mutual 1985 - 1987
RCA 1976 - 1984
NCR Corporation 1973 - 1976
Skills
Talent Acquisition, Executive Search, Succession Planning, Executive Coaching, Workforce Planning, Talent Management, Recruiting, Personnel Management, Deferred Compensation, Sourcing, CRM, Organizational..., Team Building, Human Resources, Negotiation, College Recruiting, HR Consulting, Temporary Placement, Management, Start-ups, Payroll, Onboarding, Organizational..., Career Development, Coaching, Technical Recruiting, Culture Change, Career Counseling, Human Capital, Labor Relations, Employee Benefits, Leadership Development, HRIS, HR Policies, Leadership, Employee Relations, Employee Engagement, Performance Management, Applicant Tracking..., Industrial Relations, Employment Law, Program Management, Benefits Administration, Organizational Design, Employer Branding, Temporary Staffing, HR Transformation, Executive Pay, Interviews, Compensation & Benefit
Education
St. Francis University 1975 — 1976
MA, Industrial/Labor Relations
Penn State University 1969 — 1973
BS, Education
Steve Steklenski, MBA, PMP Steve Steklenski, MBA, PMP's Penn Mutual Experience 2003 - 2005
Job Client Enablement Lead, Transformation & Data Science
Industry Management Consulting
Experience
EMC Business Consulting November 2007 - Present
McNeil Consumer & Specialty Pharmaceuticals May 2005 - November 2007
Penn Mutual 2003 - 2005
Proscape Technologies 2000 - 2003
Intracorp 1996 - 2000
Advanta 1994 - 1996
Skills
IT Strategy, Business Process..., Vendor Management, CRM, Project Management, Business Analysis, Program Management, Process Improvement, PMP, Six Sigma, Solution Architecture, SDLC, Management, Professional Services, Analytics, Software Project..., Change Management, Integration, Business Intelligence, Requirements Analysis, PMO, Requirements Gathering, Project Portfolio..., Data Governance, Master Data Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 1994 — 1998
MBA
Villanova University 1983 — 1987
BS
EMC Business Consulting November 2007 - Present
McNeil Consumer & Specialty Pharmaceuticals May 2005 - November 2007
Penn Mutual 2003 - 2005
Proscape Technologies 2000 - 2003
Intracorp 1996 - 2000
Advanta 1994 - 1996
Skills
IT Strategy, Business Process..., Vendor Management, CRM, Project Management, Business Analysis, Program Management, Process Improvement, PMP, Six Sigma, Solution Architecture, SDLC, Management, Professional Services, Analytics, Software Project..., Change Management, Integration, Business Intelligence, Requirements Analysis, PMO, Requirements Gathering, Project Portfolio..., Data Governance, Master Data Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 1994 — 1998
MBA
Villanova University 1983 — 1987
BS
James Ambrose, CLU's Penn Mutual Experience February 1984 - February 2002
Job at
Industry Insurance
Experience
Crump Life Insurance Services March 2015 - Present
John Hancock Life Insurance Company June 2006 - March 2015
Phoenix Life Insurance Company June 2003 - June 2005
Penn Mutual February 1984 - February 2002
Skills
Fundraising, Team Building, Problem Solving, Needs Analysis, Illustration, Life Insurance, Marketing, Sales, Training, Management, Insurance, Risk Management, Financial Services
Education
The American College 2008 — 2012
CLU, Insurance and Financial Services
Roanoke College 1978 — 1983
BBA, Business Administration
Crump Life Insurance Services March 2015 - Present
John Hancock Life Insurance Company June 2006 - March 2015
Phoenix Life Insurance Company June 2003 - June 2005
Penn Mutual February 1984 - February 2002
Skills
Fundraising, Team Building, Problem Solving, Needs Analysis, Illustration, Life Insurance, Marketing, Sales, Training, Management, Insurance, Risk Management, Financial Services
Education
The American College 2008 — 2012
CLU, Insurance and Financial Services
Roanoke College 1978 — 1983
BBA, Business Administration
Maryann Vassalotti's Penn Mutual Experience March 2013 - Present
Job Director, Compliance Exams, Penn Mutual
Industry Financial Services
Experience
Penn Mutual March 2013 - Present
Fulcrum Securities LLC 2010 - March 2013
Janney Montgomery Scott LLC November 2000 - September 2010
1717 Capital Management Company/Provident Mutual 1997 - 2000
Capital Analysts Inc 1994 - 1997
Skills
FINRA, Series 7, Securities, Series 24, Mutual Funds, Series 9, Series 10, Series 63, Retirement, Portfolio Management
Education
Saint Joseph's University 1974 — 1978
BS - Financial Management, Finance
Saint Joseph's University
BS - Financial Management, Finance, General
Penn Mutual March 2013 - Present
Fulcrum Securities LLC 2010 - March 2013
Janney Montgomery Scott LLC November 2000 - September 2010
1717 Capital Management Company/Provident Mutual 1997 - 2000
Capital Analysts Inc 1994 - 1997
Skills
FINRA, Series 7, Securities, Series 24, Mutual Funds, Series 9, Series 10, Series 63, Retirement, Portfolio Management
Education
Saint Joseph's University 1974 — 1978
BS - Financial Management, Finance
Saint Joseph's University
BS - Financial Management, Finance, General
Greg Engler's Penn Mutual Experience 2007 - 2015
Job Senior Information Technology Manager
Industry Information Technology and Services
Experience
Penn Mutual 2007 - 2015
Realogy Holdings Corp. 2004 - 2007
Paragon Computer Professionals 2003 - 2004
Curcio Webb, LLC 2001 - 2003
Prudential Financial 1996 - 2001
AT&T 1984 - 1996
Skills
Software Implementation, Systems Analysis, Inter-system Process..., Organizational Design, Business Requirements, Project Management, Problem Resolution, System..., Relationship Management, Agile Application..., SDLC, Microsoft Office, Access, Advanced Excel, CSC Cyberlife Processing, Systems Analysis and..., Functional..., CRM, Information Technology, Insurance, Business Analysis, Leadership, Management, Process Improvement, Program Management, Vendor Management, Consulting, Strategy
Education
Seton Hall University 1979 — 1983
Penn Mutual 2007 - 2015
Realogy Holdings Corp. 2004 - 2007
Paragon Computer Professionals 2003 - 2004
Curcio Webb, LLC 2001 - 2003
Prudential Financial 1996 - 2001
AT&T 1984 - 1996
Skills
Software Implementation, Systems Analysis, Inter-system Process..., Organizational Design, Business Requirements, Project Management, Problem Resolution, System..., Relationship Management, Agile Application..., SDLC, Microsoft Office, Access, Advanced Excel, CSC Cyberlife Processing, Systems Analysis and..., Functional..., CRM, Information Technology, Insurance, Business Analysis, Leadership, Management, Process Improvement, Program Management, Vendor Management, Consulting, Strategy
Education
Seton Hall University 1979 — 1983
Stephen Ryan CLU, LUTCF's Penn Mutual Experience 2005 - Present
Job Regional Sales Review & Supervision
Industry Financial Services
Experience
Hornor Townsend & Kent June 2007 - Present
Penn Mutual/HTK 2005 - Present
Penn Mutual 2005 - Present
Penn Mutual Life Insurance Co 1994 - Present
Hornor Townsend & Kent, Inc. January 2006 - June 2007
Hornor Townsend & Kent, Inc. January 2000 - January 2006
Hornor Townsend & Kent, Inc. November 1997 - January 2000
Penn Mutual April 1996 - November 1997
Penn Mutual April 1994 - April 1996
AXA May 1992 - September 1993
Skills
FINRA, Series 6, Variable Annuities, Series 7, Series 24, Series 63, Fixed Annuities, Mutual Funds, Life Insurance, Securities, Investment Advisory, Insurance, Retirement Planning, Investments, Series 65
Education
Saint Joseph's University 1969 — 1988
Bachelor's of Science, Business Administration and Management
Hornor Townsend & Kent June 2007 - Present
Penn Mutual/HTK 2005 - Present
Penn Mutual 2005 - Present
Penn Mutual Life Insurance Co 1994 - Present
Hornor Townsend & Kent, Inc. January 2006 - June 2007
Hornor Townsend & Kent, Inc. January 2000 - January 2006
Hornor Townsend & Kent, Inc. November 1997 - January 2000
Penn Mutual April 1996 - November 1997
Penn Mutual April 1994 - April 1996
AXA May 1992 - September 1993
Skills
FINRA, Series 6, Variable Annuities, Series 7, Series 24, Series 63, Fixed Annuities, Mutual Funds, Life Insurance, Securities, Investment Advisory, Insurance, Retirement Planning, Investments, Series 65
Education
Saint Joseph's University 1969 — 1988
Bachelor's of Science, Business Administration and Management
Tom Feledick's Penn Mutual Experience April 2014 - Present
Job Vice President, Organizational Development & Strategy at Penn Mutual
Industry Human Resources
Experience
Penn Mutual April 2014 - Present
Penn Mutual Life Insurance August 2008 - April 2014
IMS Health December 2002 - August 2008
Manchester Partners International (Now Right Management) June 2001 - December 2002
Systems & Computer Technology Corporation (Now Ellucian) August 1995 - June 2001
Unisys November 1993 - August 1995
Skills
Competitive Intelligence, Segmentation, Business Process, Change Management, Sales Operations, Organizational..., ETL, Succession Planning, Process Improvement, Strategic Planning, Human Resources Strategy, Executive Coaching, Leadership Development, Competency Management, Development & delivery..., Performance Management, Blended Learning, Employee Surveys, Team Facilitation, Human Resources, Training, Strategy, Business Development, Program Management, Team Building, Team Leadership, Consulting, Business Strategy, Marketing, Leadership, Organizational Design, Management Consulting, Project Planning, Staff Development, Talent Management, Coaching
Education
Saint Joseph's University - Erivan K. Haub School of Business 1988 — 1992
Archbishop Wood HS
Penn Mutual April 2014 - Present
Penn Mutual Life Insurance August 2008 - April 2014
IMS Health December 2002 - August 2008
Manchester Partners International (Now Right Management) June 2001 - December 2002
Systems & Computer Technology Corporation (Now Ellucian) August 1995 - June 2001
Unisys November 1993 - August 1995
Skills
Competitive Intelligence, Segmentation, Business Process, Change Management, Sales Operations, Organizational..., ETL, Succession Planning, Process Improvement, Strategic Planning, Human Resources Strategy, Executive Coaching, Leadership Development, Competency Management, Development & delivery..., Performance Management, Blended Learning, Employee Surveys, Team Facilitation, Human Resources, Training, Strategy, Business Development, Program Management, Team Building, Team Leadership, Consulting, Business Strategy, Marketing, Leadership, Organizational Design, Management Consulting, Project Planning, Staff Development, Talent Management, Coaching
Education
Saint Joseph's University - Erivan K. Haub School of Business 1988 — 1992
Archbishop Wood HS
Shannah Halper's Penn Mutual Experience 2000 - 2004
Job Yoga Teacher
Industry Insurance
Experience
Sally Miller Yoga 2012 - 2013
Penn Mutual 2000 - 2004
PacLife 1996 - 1997
Skills
Insurance, Yin Yoga, Hatha Yoga, Vinyasa, Microsoft Office, Excel, Word, PowerPoint, Writing, Life Insurance, Yoga, Teaching
Education
Sally Miller Yoga School 2012 — 2013
RYT-200, Yoga Teacher Training/Yoga Therapy
Penn State University 1987 — 1992
BA, English
Sally Miller Yoga 2012 - 2013
Penn Mutual 2000 - 2004
PacLife 1996 - 1997
Skills
Insurance, Yin Yoga, Hatha Yoga, Vinyasa, Microsoft Office, Excel, Word, PowerPoint, Writing, Life Insurance, Yoga, Teaching
Education
Sally Miller Yoga School 2012 — 2013
RYT-200, Yoga Teacher Training/Yoga Therapy
Penn State University 1987 — 1992
BA, English
Denise Flannery's Penn Mutual Experience 2009 - 2011
Job SVP, Branding and Corporate Communications at Brandywine Realty Trust
Industry Financial Services
Experience
Brandywine Realty Trust November 2014 - Present
The Penn Mutual Life Insurance Company 2011 - October 2014
Penn Mutual 2009 - 2011
Penn Mutual 2007 - 2009
Penn Mutual 2001 - 2007
eCal Corporation 2000 - 2000
American Business Financial Services 1999 - 2000
PNC 1996 - 1999
PNC 1994 - 1996
PNC 1992 - 1994
Skills
Short and Long-Term..., Brand Identification..., Market Analyses and..., Product and Service..., Stakeholder..., Financial Services, Insurance, Life Insurance, Strategic Financial..., Retirement, Marketing, Disability Insurance, Fixed Annuities, Retirement Planning, Strategy, Marketing Communications, Investments, Marketing Strategy, Direct Marketing, Series 63, Product Marketing, Market Research, Product Management
Education
Penn State University 1981 — 1985
BS, Strategic Management
Saint Joseph's University
MBA, Finance
Brandywine Realty Trust November 2014 - Present
The Penn Mutual Life Insurance Company 2011 - October 2014
Penn Mutual 2009 - 2011
Penn Mutual 2007 - 2009
Penn Mutual 2001 - 2007
eCal Corporation 2000 - 2000
American Business Financial Services 1999 - 2000
PNC 1996 - 1999
PNC 1994 - 1996
PNC 1992 - 1994
Skills
Short and Long-Term..., Brand Identification..., Market Analyses and..., Product and Service..., Stakeholder..., Financial Services, Insurance, Life Insurance, Strategic Financial..., Retirement, Marketing, Disability Insurance, Fixed Annuities, Retirement Planning, Strategy, Marketing Communications, Investments, Marketing Strategy, Direct Marketing, Series 63, Product Marketing, Market Research, Product Management
Education
Penn State University 1981 — 1985
BS, Strategic Management
Saint Joseph's University
MBA, Finance
Obaid Farghani's Penn Mutual Experience 2001 - 2001
Job Advisory Systems Engineer at EMC
Industry Banking
Experience
EMC 2015 - Present
Intuitive Technology Partners, Inc. 2014 - 2015
Bank of Tokyo-Mitsubishi UFJ, Ltd. 2001 - 2014
Penn Mutual 2001 - 2001
IBM Pakistan 1994 - 2001
Skills
Solaris, SAN, Disaster Recovery, AIX, Enterprise Architecture, Business Continuity, SDLC, Data Center, Storage, System Deployment, Storage Area Networks, IT Service Management, Solution Architecture, Servers, Cisco Technologies, Unix, Virtualization, Linux, Security, Performance Tuning, Databases, IT Management, Integration, EMC Symmetrix VMAX DMX,..., Datadomain VTLs and..., Backup & Recovery..., Storage Architecture, Project Management, Vendor Management, Storage Virtualization, IBM pSeries, High Availability..., EMC Storage, Cisco MDS SAN switches, VMware ESX, Infrastructure, ITIL, Cluster, Red Hat Linux, VMware, IT Operations, VMware Infrastructure, Cloud Computing, IBM AIX
Education
Stevens Institute of Technology 2005 — 2010
MSIS, Information Systems & Project Management
Quaid-e-Azam University, Islamabad
MS, Computer Science
Quaid-e-Azam University, Islamabad
EMC 2015 - Present
Intuitive Technology Partners, Inc. 2014 - 2015
Bank of Tokyo-Mitsubishi UFJ, Ltd. 2001 - 2014
Penn Mutual 2001 - 2001
IBM Pakistan 1994 - 2001
Skills
Solaris, SAN, Disaster Recovery, AIX, Enterprise Architecture, Business Continuity, SDLC, Data Center, Storage, System Deployment, Storage Area Networks, IT Service Management, Solution Architecture, Servers, Cisco Technologies, Unix, Virtualization, Linux, Security, Performance Tuning, Databases, IT Management, Integration, EMC Symmetrix VMAX DMX,..., Datadomain VTLs and..., Backup & Recovery..., Storage Architecture, Project Management, Vendor Management, Storage Virtualization, IBM pSeries, High Availability..., EMC Storage, Cisco MDS SAN switches, VMware ESX, Infrastructure, ITIL, Cluster, Red Hat Linux, VMware, IT Operations, VMware Infrastructure, Cloud Computing, IBM AIX
Education
Stevens Institute of Technology 2005 — 2010
MSIS, Information Systems & Project Management
Quaid-e-Azam University, Islamabad
MS, Computer Science
Quaid-e-Azam University, Islamabad
Steve Viola's Penn Mutual Experience July 2013 - Present
Job Supervisor Financial Reporting at Penn Mutual Life Insurance Co.
Industry Insurance
Experience
Penn Mutual July 2013 - Present
Penn Mutual June 2005 - June 2013
Delaware Investments March 1998 - June 2005
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Accounting, Account Reconciliation, Financial Accounting, US GAAP
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2006
Masters, Finance
Saint Joseph's University 1993 — 1997
B.S., Finance
Penn Mutual July 2013 - Present
Penn Mutual June 2005 - June 2013
Delaware Investments March 1998 - June 2005
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Accounting, Account Reconciliation, Financial Accounting, US GAAP
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2006
Masters, Finance
Saint Joseph's University 1993 — 1997
B.S., Finance
Dan Soderberg's Penn Mutual Experience September 2006 - June 2008
Job Financial Coach/Advisor helping individuals and families be financially strong. Investment, Insurance and Budgeting.
Industry Financial Services
Experience
Compass Ion Advisors LLC April 2010 - Present
Innovative Planning Group June 2008 - April 2010
Penn Mutual September 2006 - June 2008
Penn Mutual January 1998 - January 2007
Penn Mutual June 1993 - January 1998
Penn Mutual January 1984 - June 1993
Skills
Strategic Financial..., Retirement Planning, Investment Advisory, Wealth Management, Retirement, Fixed Annuities, Estate Planning, Life Insurance, Management Consulting, Financial Services, Financial Advisory, Marketing Strategy, Alternative Investments, Long-term Care, Pensions, Insurance, Disability Insurance, Financial Planners, Product Marketing, Insurance Planning, Sales Management, Management, Asset Management, Portfolio Management, IRAs, Small Business, Budgets, FInancial Planning, Leadership, Investments, Finance, Employee Benefits, Mutual Funds, Risk Management, Career Counseling
Education
University of Pennsylvania 1989 — 1993
MS, Organizational Dynamics
Philadelphia University 1971 — 1975
BS, Accounting
Compass Ion Advisors LLC April 2010 - Present
Innovative Planning Group June 2008 - April 2010
Penn Mutual September 2006 - June 2008
Penn Mutual January 1998 - January 2007
Penn Mutual June 1993 - January 1998
Penn Mutual January 1984 - June 1993
Skills
Strategic Financial..., Retirement Planning, Investment Advisory, Wealth Management, Retirement, Fixed Annuities, Estate Planning, Life Insurance, Management Consulting, Financial Services, Financial Advisory, Marketing Strategy, Alternative Investments, Long-term Care, Pensions, Insurance, Disability Insurance, Financial Planners, Product Marketing, Insurance Planning, Sales Management, Management, Asset Management, Portfolio Management, IRAs, Small Business, Budgets, FInancial Planning, Leadership, Investments, Finance, Employee Benefits, Mutual Funds, Risk Management, Career Counseling
Education
University of Pennsylvania 1989 — 1993
MS, Organizational Dynamics
Philadelphia University 1971 — 1975
BS, Accounting
James McElwain's Penn Mutual Experience January 1991 - March 2001
Job Vice President Institutional Investment Group at PNC
Industry Investment Management
Experience
PNC December 2010 - Present
Evergreen Investments April 2001 - May 2010
Penn Mutual January 1991 - March 2001
Penn Series Funds-a mutual fund subsidiary of PM 1991 - 2001
MetLife 1986 - 1991
MetLife 1974 - 1991
New York University 1980 - 1982
Skills
Asset Managment, Investment Strategies, Fixed Annuities, Investments, Mutual Funds, Portfolio Management, Finance, Asset Allocation, Financial Services, Fixed Income, Wealth Management, Alternative Investments, Securities, Series 7
Education
New York Institute of Finance 1983 — 1985
Economics, Financial Analysis, Portfolio Management
Siena College 1970 — 1974
BA, English
PNC December 2010 - Present
Evergreen Investments April 2001 - May 2010
Penn Mutual January 1991 - March 2001
Penn Series Funds-a mutual fund subsidiary of PM 1991 - 2001
MetLife 1986 - 1991
MetLife 1974 - 1991
New York University 1980 - 1982
Skills
Asset Managment, Investment Strategies, Fixed Annuities, Investments, Mutual Funds, Portfolio Management, Finance, Asset Allocation, Financial Services, Fixed Income, Wealth Management, Alternative Investments, Securities, Series 7
Education
New York Institute of Finance 1983 — 1985
Economics, Financial Analysis, Portfolio Management
Siena College 1970 — 1974
BA, English
Robert Thormann's Penn Mutual Experience June 2003 - December 2005
Job Sr Systems Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2007 - Present
Hyperion Brookfield Asset Management 2006 - 2007
Northern Trust Global Investments January 2005 - July 2006
Penn Mutual June 2003 - December 2005
Locus Telecommunications March 2001 - May 2003
Skills
Equities, Mutual Funds, Project Management, Finance, Microsoft Office, Risk Management, Cognos, Hyperion Performance..., PAM for Securities, Bloomberg Terminal, VBA, Microsoft Excel, JavaScript, Asset Management, Securities, Portfolio Management
Education
Ramapo College of New Jersey 1999 — 2003
Management Information Systems and Services
Ramapo College of New Jersey 1999 — 2003
Bachelor's degree, Management Information Systems, General
Brown Brothers Harriman October 2007 - Present
Hyperion Brookfield Asset Management 2006 - 2007
Northern Trust Global Investments January 2005 - July 2006
Penn Mutual June 2003 - December 2005
Locus Telecommunications March 2001 - May 2003
Skills
Equities, Mutual Funds, Project Management, Finance, Microsoft Office, Risk Management, Cognos, Hyperion Performance..., PAM for Securities, Bloomberg Terminal, VBA, Microsoft Excel, JavaScript, Asset Management, Securities, Portfolio Management
Education
Ramapo College of New Jersey 1999 — 2003
Management Information Systems and Services
Ramapo College of New Jersey 1999 — 2003
Bachelor's degree, Management Information Systems, General
Vito Nigro's Penn Mutual Experience January 1993 - June 1997
Job Managing Vice President and Treasurer at Tower Insurance Group
Industry Insurance
Experience
Tower Group Companies 2011 - Present
PMA Capital Corporation June 1997 - June 2011
Penn Mutual January 1993 - June 1997
JC Penney June 1989 - January 1993
Skills
Financial Reporting, Insurance, Underwriting, Accounting, Financial Analysis, Property & Casualty..., Management, Finance, Sarbanes-Oxley Act, Auditing, Team Building, Reinsurance, Internal Controls, Corporate Finance, Enterprise Risk..., Risk Management, Process Improvement, Financial Planning, Financial Services, Strategic Planning, Internal Audit, Financial Modeling, Investments, Financial Risk, Analysis
Education
Saint Joseph's University 1985 — 1989
Bachelor of Science (BS), Accounting
St. Joseph's High School 1981 — 1985
Tower Group Companies 2011 - Present
PMA Capital Corporation June 1997 - June 2011
Penn Mutual January 1993 - June 1997
JC Penney June 1989 - January 1993
Skills
Financial Reporting, Insurance, Underwriting, Accounting, Financial Analysis, Property & Casualty..., Management, Finance, Sarbanes-Oxley Act, Auditing, Team Building, Reinsurance, Internal Controls, Corporate Finance, Enterprise Risk..., Risk Management, Process Improvement, Financial Planning, Financial Services, Strategic Planning, Internal Audit, Financial Modeling, Investments, Financial Risk, Analysis
Education
Saint Joseph's University 1985 — 1989
Bachelor of Science (BS), Accounting
St. Joseph's High School 1981 — 1985
Lynn Cox's Penn Mutual Experience July 2007 - July 2009
Job Data & Reporting Analyst at Janssen, Pharmaceutical Companies of Johnson and Johnson
Industry Consumer Services
Experience
Janssen, Pharmaceutical Companies of Johnson and Johnson February 2014 - Present
Cablevision June 2012 - February 2014
Semprae Laboratories, Inc. March 2010 - June 2012
Penn Mutual July 2007 - July 2009
Films Media Group 2004 - 2007
Superior Information Services/Choicepoint Inc. 2003 - 2004
Everdream 2000 - 2003
The Princeton Review 1996 - 1999
Johnson and Johnson 1993 - 1996
CoreStates Bank 1991 - 1993
Skills
Customer Service, Customer Retention, Direct Marketing, Marketing, CRM, Call Centers, Sales Operations, Start-ups, Email Marketing, Team Leadership, Analytics, Marketing Communications, E-commerce, Cross-functional Team..., Customer Satisfaction, Account Management, Leadership, Strategic Partnerships, Salesforce.com, Marketing Strategy, Online Advertising
Education
Rutgers University-New Brunswick 1992 — 1996
BA, English
South Brunswick High 1984 — 1987
Janssen, Pharmaceutical Companies of Johnson and Johnson February 2014 - Present
Cablevision June 2012 - February 2014
Semprae Laboratories, Inc. March 2010 - June 2012
Penn Mutual July 2007 - July 2009
Films Media Group 2004 - 2007
Superior Information Services/Choicepoint Inc. 2003 - 2004
Everdream 2000 - 2003
The Princeton Review 1996 - 1999
Johnson and Johnson 1993 - 1996
CoreStates Bank 1991 - 1993
Skills
Customer Service, Customer Retention, Direct Marketing, Marketing, CRM, Call Centers, Sales Operations, Start-ups, Email Marketing, Team Leadership, Analytics, Marketing Communications, E-commerce, Cross-functional Team..., Customer Satisfaction, Account Management, Leadership, Strategic Partnerships, Salesforce.com, Marketing Strategy, Online Advertising
Education
Rutgers University-New Brunswick 1992 — 1996
BA, English
South Brunswick High 1984 — 1987
Clark Cromer's Penn Mutual Experience May 2014 - Present
Job Registered Representative
Industry Financial Services
Experience
Penn Mutual May 2014 - Present
CORT October 2008 - April 2014
Automobile Club of Southern California 1996 - 2000
Skills
Cold Calling, Selling, Sales Management, Sales Presentations, Account Management, Sales, New Business Development, Direct Sales, Salesforce.com, Team Building, B2B, Project Management, Retail, Sales Process, Sales Operations, Contract Negotiation, Health Insurance, Life Insurance, Term Life Insurance, Long Term Care Insurance, Retirement Planning, Disability Insurance, Investment Strategies, Asset Management, Strategic Financial..., Wealth, Estate Planning, IRAs, Mutual Funds, Business Development, Marketing, Negotiation, Leadership, Customer Retention, Customer Satisfaction, Training, Management, Lead Generation, Budgets, Marketing Strategy, Strategic Planning, Financial Planning
Education
Purdue University
Purdue University
Purdue University
University of Michigan
Literature and Psychology
University of Phoenix
Business Administration and Management, General
Penn Mutual May 2014 - Present
CORT October 2008 - April 2014
Automobile Club of Southern California 1996 - 2000
Skills
Cold Calling, Selling, Sales Management, Sales Presentations, Account Management, Sales, New Business Development, Direct Sales, Salesforce.com, Team Building, B2B, Project Management, Retail, Sales Process, Sales Operations, Contract Negotiation, Health Insurance, Life Insurance, Term Life Insurance, Long Term Care Insurance, Retirement Planning, Disability Insurance, Investment Strategies, Asset Management, Strategic Financial..., Wealth, Estate Planning, IRAs, Mutual Funds, Business Development, Marketing, Negotiation, Leadership, Customer Retention, Customer Satisfaction, Training, Management, Lead Generation, Budgets, Marketing Strategy, Strategic Planning, Financial Planning
Education
Purdue University
Purdue University
Purdue University
University of Michigan
Literature and Psychology
University of Phoenix
Business Administration and Management, General
Roseann Scully's Penn Mutual Experience November 1987 - March 1997
Job Director, Financial Systems at Ardent Health Services
Industry Hospital & Health Care
Experience
Ardent Health Services March 2013 - Present
Ardent Health Services July 2004 - March 2013
Bankers Trust/Deutsche Bank/State Street 1997 - 2004
BankersTrust/Deutsche bank 1997 - 2004
Penn Mutual November 1987 - March 1997
Roseann R. Scully January 1982 - January 1987
Skills
Movex, Microsoft SQL Server, HL7, Healthcare, Accounting, Microsoft Office, Microsoft Excel, PowerPoint
Education
Shippensburg University of Pennsylvania 1978 — 1981
Accounting/Finanace/Computer Science
Collingdale High School 1972 — 1978
Accounting and Computer Science
Ardent Health Services March 2013 - Present
Ardent Health Services July 2004 - March 2013
Bankers Trust/Deutsche Bank/State Street 1997 - 2004
BankersTrust/Deutsche bank 1997 - 2004
Penn Mutual November 1987 - March 1997
Roseann R. Scully January 1982 - January 1987
Skills
Movex, Microsoft SQL Server, HL7, Healthcare, Accounting, Microsoft Office, Microsoft Excel, PowerPoint
Education
Shippensburg University of Pennsylvania 1978 — 1981
Accounting/Finanace/Computer Science
Collingdale High School 1972 — 1978
Accounting and Computer Science
Ken Rudminsky's Penn Mutual Experience May 2007 - September 2013
Job software engineer
Industry Information Technology and Services
Experience
Penn Mutual May 2007 - September 2013
Siemens Healthcare 1997 - 2007
Siemens Healthcare 1997 - 2007
Skills
Software Development, Agile Methodologies, SDLC, Microsoft SQL Server, XML, SQL, Visual Studio, Shell Scripting, IBM Mainframe, Java, Sybase SQL Anywhere, Cognos, Easel, .NET, Visual Basic, Requirements Analysis, Web Applications, Business Analysis
Education
Pennsylvania State University-Great Valley Graduate Center
Master of Software Engineering
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Accounting and Computer Science
Penn Mutual May 2007 - September 2013
Siemens Healthcare 1997 - 2007
Siemens Healthcare 1997 - 2007
Skills
Software Development, Agile Methodologies, SDLC, Microsoft SQL Server, XML, SQL, Visual Studio, Shell Scripting, IBM Mainframe, Java, Sybase SQL Anywhere, Cognos, Easel, .NET, Visual Basic, Requirements Analysis, Web Applications, Business Analysis
Education
Pennsylvania State University-Great Valley Graduate Center
Master of Software Engineering
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Accounting and Computer Science
Lesley Ward's Penn Mutual Experience 1997 - 2006
Job Actuarial Manager at Highmark Blue Shield
Industry Insurance
Experience
Highmark Blue Shield 2010 - Present
Coventry HealthCare 2008 - 2010
Conrad Siegel Actuaries 2006 - 2008
Penn Mutual 1997 - 2006
Education
Penn State University 1995 — 1997
Bachelor's degree, Actuarial Science
Highmark Blue Shield 2010 - Present
Coventry HealthCare 2008 - 2010
Conrad Siegel Actuaries 2006 - 2008
Penn Mutual 1997 - 2006
Education
Penn State University 1995 — 1997
Bachelor's degree, Actuarial Science
Rich Yoder's Penn Mutual Experience November 2013 - Present
Job Director of Business Analysis and Policy Filing at Penn Mutual
Industry Financial Services
Experience
Penn Mutual November 2013 - Present
Andesa Services, Inc. February 2009 - March 2013
Andesa Services, Inc. December 2007 - February 2009
Phoenix Life Insurance Company May 2005 - December 2007
Navisys January 2002 - May 2005
AIG American General August 1992 - December 2001
Skills
Insurance, Business Analysis, Process Improvement, Strategic Planning, Program Management, Business Intelligence, New Business Development, Requirements Gathering, Requirements Analysis, Quality Assurance, CRM, Microsoft Office, Project Planning, Microsoft Excel, Cross-functional Team..., Relationship Management, Financial Services, Life Insurance, Fixed Annuities, Business Process, Management, SDLC, Vendor Management, Leadership, Software Documentation
Education
Rochester Institute of Technology 1987 — 1990
BS, Marketing
Penn Mutual November 2013 - Present
Andesa Services, Inc. February 2009 - March 2013
Andesa Services, Inc. December 2007 - February 2009
Phoenix Life Insurance Company May 2005 - December 2007
Navisys January 2002 - May 2005
AIG American General August 1992 - December 2001
Skills
Insurance, Business Analysis, Process Improvement, Strategic Planning, Program Management, Business Intelligence, New Business Development, Requirements Gathering, Requirements Analysis, Quality Assurance, CRM, Microsoft Office, Project Planning, Microsoft Excel, Cross-functional Team..., Relationship Management, Financial Services, Life Insurance, Fixed Annuities, Business Process, Management, SDLC, Vendor Management, Leadership, Software Documentation
Education
Rochester Institute of Technology 1987 — 1990
BS, Marketing
Kimberly Brook's Penn Mutual Experience 1987 - 1989
Job Senior Staff Writer at New Jersey Hospital Association
Industry Hospital & Health Care
Experience
New Jersey Hospital Association January 2005 - Present
New Jersey Hospital Association January 2005 - April 2010
CIGNA Healthcare May 2002 - January 2003
Cendant Mortgage 1997 - 2001
West Jersey Health System November 1991 - December 1996
Penn Mutual 1987 - 1989
Skills
Social Media, Writing, Newsletters, Brochures, Strategic Planning, Healthcare, Microsoft Office, Advertising, Public Speaking, Research, Editing, Word, Marketing Strategy, Public Relations, Non-profits, Marketing Research, Outlook, Problem Solving, Analysis, Marketing, Data Analysis, Market Research, Nonprofits, Press Releases, Leadership, Budgets
Education
Rowan University 1980 — 1984
Bachelors, Communications
New Jersey Hospital Association January 2005 - Present
New Jersey Hospital Association January 2005 - April 2010
CIGNA Healthcare May 2002 - January 2003
Cendant Mortgage 1997 - 2001
West Jersey Health System November 1991 - December 1996
Penn Mutual 1987 - 1989
Skills
Social Media, Writing, Newsletters, Brochures, Strategic Planning, Healthcare, Microsoft Office, Advertising, Public Speaking, Research, Editing, Word, Marketing Strategy, Public Relations, Non-profits, Marketing Research, Outlook, Problem Solving, Analysis, Marketing, Data Analysis, Market Research, Nonprofits, Press Releases, Leadership, Budgets
Education
Rowan University 1980 — 1984
Bachelors, Communications
Mark Pirolli's Penn Mutual Experience March 1982 - October 1984
Job Owner/Production Manager at Pirolli Printing Co., Inc.
Industry Printing
Experience
Pirolli Printing Co., Inc. October 1984 - Present
Penn Mutual March 1982 - October 1984
Education
Rowan University 1979 — 1982
BA, Industrial Technology
Pirolli Printing Co., Inc. October 1984 - Present
Penn Mutual March 1982 - October 1984
Education
Rowan University 1979 — 1982
BA, Industrial Technology
Joe Carman, CISA, CRISC's Penn Mutual Experience August 1997 - January 1999
Job Manager IS Information Security
Industry Insurance
Experience
Independence Blue Cross February 2005 - Present
Independence Blue Cross March 2003 - February 2005
Independence Blue Cross January 1999 - March 2003
Penn Mutual August 1997 - January 1999
Penn Mutual June 1993 - August 1997
Penn Mutual March 1987 - June 1993
Penn Mutual January 1986 - March 1987
Penn Mutual June 1984 - January 1986
Penn Mutual January 1982 - June 1984
Penn Mutual December 1980 - January 1982
Skills
HIPAA, Disaster Recovery, Networking, Security, Vendor Management, Risk Management, Telecommunications, CISA, Business Continuity, Business Analysis
Education
Rutgers, The State University of New Jersey-Camden
BA, Business, Accounting
Independence Blue Cross February 2005 - Present
Independence Blue Cross March 2003 - February 2005
Independence Blue Cross January 1999 - March 2003
Penn Mutual August 1997 - January 1999
Penn Mutual June 1993 - August 1997
Penn Mutual March 1987 - June 1993
Penn Mutual January 1986 - March 1987
Penn Mutual June 1984 - January 1986
Penn Mutual January 1982 - June 1984
Penn Mutual December 1980 - January 1982
Skills
HIPAA, Disaster Recovery, Networking, Security, Vendor Management, Risk Management, Telecommunications, CISA, Business Continuity, Business Analysis
Education
Rutgers, The State University of New Jersey-Camden
BA, Business, Accounting
Deborah DeKalb's Penn Mutual Experience June 1992 - October 1999
Job Help Desk Specialist at Turnberry Solutions
Industry Health, Wellness and Fitness
Experience
Turnberry Solutions April 2015 - Present
Computer Aid, Inc. June 2013 - March 2015
CSSI December 2011 - March 2013
American Senior Benefits February 2010 - February 2013
Siemens Energy & Automation 1999 - 2009
Moore Products Company 1998 - 2000
Penn Mutual June 1992 - October 1999
Skills
Testing, Windows, Automation, Visual Basic, XP, Quality Center, Help Desk Support, Troubleshooting, Technical Support, Training, Windows XP, Printers, Management, HP, Visio, Integration, TCP/IP, Unix, Software Development, Agile Methodologies, Software Installation, Active Directory, VPN, Documentation, Process Improvement, Remote Desktop
Education
Penn State University 1972 — 1975
BA, Speech/Communications
Turnberry Solutions April 2015 - Present
Computer Aid, Inc. June 2013 - March 2015
CSSI December 2011 - March 2013
American Senior Benefits February 2010 - February 2013
Siemens Energy & Automation 1999 - 2009
Moore Products Company 1998 - 2000
Penn Mutual June 1992 - October 1999
Skills
Testing, Windows, Automation, Visual Basic, XP, Quality Center, Help Desk Support, Troubleshooting, Technical Support, Training, Windows XP, Printers, Management, HP, Visio, Integration, TCP/IP, Unix, Software Development, Agile Methodologies, Software Installation, Active Directory, VPN, Documentation, Process Improvement, Remote Desktop
Education
Penn State University 1972 — 1975
BA, Speech/Communications
Shawn Schneider's Penn Mutual Experience December 2014 - Present
Job National Internal Sales Manager Penn Mutual
Industry Financial Services
Experience
Penn Mutual December 2014 - Present
Lincoln Financial Distributors December 2010 - Present
Lincoln Financial Distributors June 2006 - December 2010
Lincoln Financial Distributors December 2004 - June 2006
M&K Financial Services 2002 - 2004
Waddell & Reed January 2001 - February 2002
New England Financial January 2000 - January 2001
Skills
Series 6, Series 63, Fixed Annuities, Series 7, Retirement Planning, Retirement, 401k, Variable Annuities, Financial Services, Insurance, FINRA, Securities, Strategic Financial..., Management, Investments, Annuities, Financial Planning, Microsoft Office, Microsoft Excel, Customer Service, Sales Management, Salesforce.com, Direct Sales, Sales Process, Mutual Funds, Training, Employee Training, Train New Employees, Microsoft Word, Public Speaking, Team Building, Building High..., Sales
Education
Saint Anselm College 1995 — 2000
BA, Business
Penn Mutual December 2014 - Present
Lincoln Financial Distributors December 2010 - Present
Lincoln Financial Distributors June 2006 - December 2010
Lincoln Financial Distributors December 2004 - June 2006
M&K Financial Services 2002 - 2004
Waddell & Reed January 2001 - February 2002
New England Financial January 2000 - January 2001
Skills
Series 6, Series 63, Fixed Annuities, Series 7, Retirement Planning, Retirement, 401k, Variable Annuities, Financial Services, Insurance, FINRA, Securities, Strategic Financial..., Management, Investments, Annuities, Financial Planning, Microsoft Office, Microsoft Excel, Customer Service, Sales Management, Salesforce.com, Direct Sales, Sales Process, Mutual Funds, Training, Employee Training, Train New Employees, Microsoft Word, Public Speaking, Team Building, Building High..., Sales
Education
Saint Anselm College 1995 — 2000
BA, Business
John Schoeler's Penn Mutual Experience 1970 - 2009
Job Computer Software Professional
Industry Computer Software
Experience
Penn Mutual 1970 - 2009
Education
Saint Joseph's University 1965 — 1969
BS, Mathematics
Penn Mutual 1970 - 2009
Education
Saint Joseph's University 1965 — 1969
BS, Mathematics
John Volpe's Penn Mutual Experience July 1984 - January 1986
Job Human Resource Manager at The Home Depot
Industry Financial Services
Experience
The Home Depot December 1998 - Present
Catholic Health Partners, Chicago, IL August 1997 - April 1998
John L. Volpe, Philadelphia, PA April 1995 - August 1997
CoreStates Financial Corp, Philadelphia, PA March 1986 - April 1995
Penn Mutual July 1984 - January 1986
CoreStates Financial Corp, Philadelphia, PA April 1980 - July 1984
RCA Corp - Government Systems Division, Camden, NJ April 1979 - April 1980
Temple University September 1974 - April 1979
Skills
HRIS, Deferred Compensation, Career Development, Management Development, Succession Planning, Employee Relations, Performance Management, Talent Management, Employee Engagement, Employee Benefits, Recruiting, Leadership Development, Organizational..., Payroll, Executive Coaching, Onboarding, HR Consulting, Change Management, New Hire Orientations, Human Resources, Personnel Management, Talent Acquisition, Hiring, Leadership, Team Building, Training, Organizational Design, Benefits Administration, Compensation & Benefit, Employee Training, Job Descriptions, Organizational..., Policy, Workforce Planning, Performance Appraisal, Labor Relations, College Recruiting, Program Management, Mergers & Acquisitions, Interviews, HR Policies, Applicant Tracking..., Management, Time Management, Conflict Resolution, FMLA
Education
Saint Joseph's University 1970 — 1984
MBA / BA, Management / Politics
Monsignor Bonner High School 1966 — 1970
College Preparatory
The Home Depot December 1998 - Present
Catholic Health Partners, Chicago, IL August 1997 - April 1998
John L. Volpe, Philadelphia, PA April 1995 - August 1997
CoreStates Financial Corp, Philadelphia, PA March 1986 - April 1995
Penn Mutual July 1984 - January 1986
CoreStates Financial Corp, Philadelphia, PA April 1980 - July 1984
RCA Corp - Government Systems Division, Camden, NJ April 1979 - April 1980
Temple University September 1974 - April 1979
Skills
HRIS, Deferred Compensation, Career Development, Management Development, Succession Planning, Employee Relations, Performance Management, Talent Management, Employee Engagement, Employee Benefits, Recruiting, Leadership Development, Organizational..., Payroll, Executive Coaching, Onboarding, HR Consulting, Change Management, New Hire Orientations, Human Resources, Personnel Management, Talent Acquisition, Hiring, Leadership, Team Building, Training, Organizational Design, Benefits Administration, Compensation & Benefit, Employee Training, Job Descriptions, Organizational..., Policy, Workforce Planning, Performance Appraisal, Labor Relations, College Recruiting, Program Management, Mergers & Acquisitions, Interviews, HR Policies, Applicant Tracking..., Management, Time Management, Conflict Resolution, FMLA
Education
Saint Joseph's University 1970 — 1984
MBA / BA, Management / Politics
Monsignor Bonner High School 1966 — 1970
College Preparatory
Sarah Fallon's Penn Mutual Experience January 2008 - May 2008
Job Risk Assurance Manager at Ernst & Young
Industry Information Technology and Services
Experience
Ernst & Young July 2009 - Present
IDC Partners May 2008 - August 2008
Penn Mutual January 2008 - May 2008
ACE Group May 2007 - August 2007
Skills
CISA, IT Audit, Sarbanes-Oxley Act, SSAE 16, SAS70, Assurance, Analysis, Data Analysis, External Audit, Financial Audits, ITGC, Information Security, Internal Controls, SOX 404, Sarbanes-Oxley, Security
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Ernst & Young July 2009 - Present
IDC Partners May 2008 - August 2008
Penn Mutual January 2008 - May 2008
ACE Group May 2007 - August 2007
Skills
CISA, IT Audit, Sarbanes-Oxley Act, SSAE 16, SAS70, Assurance, Analysis, Data Analysis, External Audit, Financial Audits, ITGC, Information Security, Internal Controls, SOX 404, Sarbanes-Oxley, Security
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Nancy Held's Penn Mutual Experience July 1980 - March 1987
Job International Air Export Manager at UTi Worldwide Inc.
Industry Logistics and Supply Chain
Experience
UTi Worldwide Inc. June 2000 - Present
Circle International December 1987 - June 2000
Penn Mutual July 1980 - March 1987
Skills
Air Freight, Freight Forwarding, International Logistics, 3PL, Customs Regulations, Freight, Transportation..., Logistics Management, Transportation, Shipping, Supply Chain Management, Supply Chain Operations, Forwarding, LTL, FTL, Negotiation, Warehouse Management, Warehousing, Customs Brokerage, Trade Compliance, Human Resources, Ocean Freight, Import, Trucking, Management, Export, Process Improvement, Investments, Ocean, International Business, International Trade, Customer Service, Freight Transportation, Hazardous Materials, Inventory Management, Distribution Center..., Container, Import/Export Operations, Logistics, Recruiting
Education
St. Joseph's University 1982 — 1986
Business Communication
West Philadelphia Catholic High School for Girls 1976 — 1980
Academic
UTi Worldwide Inc. June 2000 - Present
Circle International December 1987 - June 2000
Penn Mutual July 1980 - March 1987
Skills
Air Freight, Freight Forwarding, International Logistics, 3PL, Customs Regulations, Freight, Transportation..., Logistics Management, Transportation, Shipping, Supply Chain Management, Supply Chain Operations, Forwarding, LTL, FTL, Negotiation, Warehouse Management, Warehousing, Customs Brokerage, Trade Compliance, Human Resources, Ocean Freight, Import, Trucking, Management, Export, Process Improvement, Investments, Ocean, International Business, International Trade, Customer Service, Freight Transportation, Hazardous Materials, Inventory Management, Distribution Center..., Container, Import/Export Operations, Logistics, Recruiting
Education
St. Joseph's University 1982 — 1986
Business Communication
West Philadelphia Catholic High School for Girls 1976 — 1980
Academic
Tom Hough's Penn Mutual Experience May 1972 - August 1979
Job Owner, Hough Associates
Industry Management Consulting
Experience
Hough Associates March 1982 - Present
Synergic Resources, Inc. August 1979 - March 1982
Penn Mutual May 1972 - August 1979
Decision Sciences, Inc. May 1970 - August 1972
Skills
Management Consulting, Small Business..., Strategic Planning, Federal & State..., Public Policy, Computer Modeling, Budgets, Marketing, Social Media Marketing, Advertising, Grant Writing, Grant Administration, Account Management, Economic Feasibility..., Alternative Energy..., Public Speaking, Microsoft Office 2007, Government, Team Building, Leadership Development, Policy, Public Relations, Project Planning, Project Management, Customer Service, Negotiation, Strategy, Proposal Writing, Feasibility Studies, Business Planning, Program Management, Analysis, Coaching, Leadership, Nonprofits, Management, Community Outreach, Social Media, Fundraising, Marketing Strategy, Contract Negotiation, Research, Start-ups, Consulting, Small Business, Business Strategy, Organizational..., Event Management, Social Networking, Marketing Communications
Education
Wharton Graduate School U of PA 1968 — 1970
MBA, Marketing
Penn State University - Institute of Public Administration 1967 — 1968
Completed MPA coursework - did not complete internship, Public Administration, 3.75 GPA Deans List
Penn State University 1962 — 1966
Bachelor of Arts (BA), Political Science and Government, 3.24 - Deans List last two years
Hough Associates March 1982 - Present
Synergic Resources, Inc. August 1979 - March 1982
Penn Mutual May 1972 - August 1979
Decision Sciences, Inc. May 1970 - August 1972
Skills
Management Consulting, Small Business..., Strategic Planning, Federal & State..., Public Policy, Computer Modeling, Budgets, Marketing, Social Media Marketing, Advertising, Grant Writing, Grant Administration, Account Management, Economic Feasibility..., Alternative Energy..., Public Speaking, Microsoft Office 2007, Government, Team Building, Leadership Development, Policy, Public Relations, Project Planning, Project Management, Customer Service, Negotiation, Strategy, Proposal Writing, Feasibility Studies, Business Planning, Program Management, Analysis, Coaching, Leadership, Nonprofits, Management, Community Outreach, Social Media, Fundraising, Marketing Strategy, Contract Negotiation, Research, Start-ups, Consulting, Small Business, Business Strategy, Organizational..., Event Management, Social Networking, Marketing Communications
Education
Wharton Graduate School U of PA 1968 — 1970
MBA, Marketing
Penn State University - Institute of Public Administration 1967 — 1968
Completed MPA coursework - did not complete internship, Public Administration, 3.75 GPA Deans List
Penn State University 1962 — 1966
Bachelor of Arts (BA), Political Science and Government, 3.24 - Deans List last two years
Brian Fallon's Penn Mutual Experience June 2007 - June 2010
Job V.P. Finance at Frederick Living
Industry Hospital & Health Care
Experience
Frederick Living August 2014 - Present
Presby's Inspired Life September 2013 - August 2014
Presby's Inspired Life December 2010 - September 2013
Presby's Inspired Life July 2010 - December 2010
Penn Mutual June 2007 - June 2010
Dock Woods Community July 2003 - June 2007
Intracorp July 2001 - July 2003
Intracorp April 2000 - June 2001
Intracorp April 1998 - April 2000
Skills
Financial Analysis, Budgets, Financial Reporting, Accounting, Accounts Receivable, Microsoft Excel, Accounts Payable, Account Reconciliation, Strategic Planning
Education
Saint Joseph's University 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.65 GPA
Lehigh University - College of Business and Economics 1990 — 1994
Bachelor of Science (B.S.), Business and Economics
Frederick Living August 2014 - Present
Presby's Inspired Life September 2013 - August 2014
Presby's Inspired Life December 2010 - September 2013
Presby's Inspired Life July 2010 - December 2010
Penn Mutual June 2007 - June 2010
Dock Woods Community July 2003 - June 2007
Intracorp July 2001 - July 2003
Intracorp April 2000 - June 2001
Intracorp April 1998 - April 2000
Skills
Financial Analysis, Budgets, Financial Reporting, Accounting, Accounts Receivable, Microsoft Excel, Accounts Payable, Account Reconciliation, Strategic Planning
Education
Saint Joseph's University 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.65 GPA
Lehigh University - College of Business and Economics 1990 — 1994
Bachelor of Science (B.S.), Business and Economics
Lisa S. Karlin, AIF®'s Penn Mutual Experience July 1981 - April 1990
Job Financial Advisor with a focus on retirement planning
Industry Financial Services
Experience
MAGIS Financial Partners May 2009 - Present
Complete Investment Management, Inc. (Capital Analysts, Inc.) January 2003 - May 2009
Complete Investment Management, Inc. May 2002 - January 2003
Rockwood Financial Group January 1998 - April 2002
Rockwood Financial Group September 1997 - January 1998
Penn Mutual Life Insurance Company April 1990 - August 1997
Penn Mutual July 1981 - April 1990
Paul A. Tanker & Associates April 1978 - July 1981
Skills
401k, Alternative Investments, Asset Management, Cash Balance, Defined Benefit, College Savings Planning, Disability Insurance, Estate Planning, Financial Advisory, Fixed Income, Fixed Annuities, Life Insurance, Long-term Care, Long-term Customer..., Mutual Funds, Profit Sharing, Relationship Management, Retirement Planning, Rollovers, Retirement Plan..., Roth IRA, SEP IRA, Small Business, Tax Management..., Term Life Insurance, Universal Life, Variable Annuities, Wealth Management
Education
Center for Fiduciary Studies 2010 — 2010
Accredited Investment Fiduciary®
Institute for Paralegal Studies 1977 — 1978
Certification in Employee Benefits
Penn State University 1973 — 1977
Bachelor of Science (B.S.), Individual and Family Studies (Social Sciences)
MAGIS Financial Partners May 2009 - Present
Complete Investment Management, Inc. (Capital Analysts, Inc.) January 2003 - May 2009
Complete Investment Management, Inc. May 2002 - January 2003
Rockwood Financial Group January 1998 - April 2002
Rockwood Financial Group September 1997 - January 1998
Penn Mutual Life Insurance Company April 1990 - August 1997
Penn Mutual July 1981 - April 1990
Paul A. Tanker & Associates April 1978 - July 1981
Skills
401k, Alternative Investments, Asset Management, Cash Balance, Defined Benefit, College Savings Planning, Disability Insurance, Estate Planning, Financial Advisory, Fixed Income, Fixed Annuities, Life Insurance, Long-term Care, Long-term Customer..., Mutual Funds, Profit Sharing, Relationship Management, Retirement Planning, Rollovers, Retirement Plan..., Roth IRA, SEP IRA, Small Business, Tax Management..., Term Life Insurance, Universal Life, Variable Annuities, Wealth Management
Education
Center for Fiduciary Studies 2010 — 2010
Accredited Investment Fiduciary®
Institute for Paralegal Studies 1977 — 1978
Certification in Employee Benefits
Penn State University 1973 — 1977
Bachelor of Science (B.S.), Individual and Family Studies (Social Sciences)
Sagar Jay Patel's Penn Mutual Experience May 2010 - August 2010
Job PerDiem Sales Rep at Houghton Mifflin Harcourt
Industry Financial Services
Experience
Yelp January 2013 - Present
Houghton Mifflin Harcourt May 2011 - December 2012
Penn Mutual May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Investments, Finance, Banking, Economics, Microsoft Office, Facebook, Outlook, Microsoft Word, Social Networking, Access
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (BS), Economics
Yelp January 2013 - Present
Houghton Mifflin Harcourt May 2011 - December 2012
Penn Mutual May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Investments, Finance, Banking, Economics, Microsoft Office, Facebook, Outlook, Microsoft Word, Social Networking, Access
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (BS), Economics
Jeff Heisler's Penn Mutual Experience April 2013 - Present
Job Business Analyst at Penn Mutual
Industry Management Consulting
Experience
Penn Mutual April 2013 - Present
Paragon August 2011 - March 2013
Booz Allen Hamilton September 2008 - September 2010
Skills
Business Analysis, Requirements Analysis, SharePoint, Business Process...
Education
Penn State University 2004 — 2008
B.S., Information Sciences and Technology
Penn Mutual April 2013 - Present
Paragon August 2011 - March 2013
Booz Allen Hamilton September 2008 - September 2010
Skills
Business Analysis, Requirements Analysis, SharePoint, Business Process...
Education
Penn State University 2004 — 2008
B.S., Information Sciences and Technology
Al Vaccaro's Penn Mutual Experience September 1980 - August 1981
Job Senior IT Consultant
Industry Information Technology and Services
Experience
Call Center Services, Inc. (CCS) January 2008 - July 2014
Military Financial, Inc. September 2002 - December 2007
Day & Zimmermann January 1999 - January 2002
Hercules/BetzDearborn August 1997 - December 1998
Philadelphia Newspapers, Inc. November 1996 - August 1997
TV Guide September 1995 - November 1996
Philadelphia Newspapers, Inc 1987 - 1995
GE/RCA 1981 - 1986
Penn Mutual September 1980 - August 1981
Skills
SAP, Team Building, Outsourcing, Strategic Planning, Management, Business Strategy, Change Management, Program Management, Team Leadership, Process Improvement, Project Planning, New Business Development, Sales Management, Vendor Management, IT Operations, Project Management
Education
Southern Connecticut State University 1974 — 1979
BA, Geography
Call Center Services, Inc. (CCS) January 2008 - July 2014
Military Financial, Inc. September 2002 - December 2007
Day & Zimmermann January 1999 - January 2002
Hercules/BetzDearborn August 1997 - December 1998
Philadelphia Newspapers, Inc. November 1996 - August 1997
TV Guide September 1995 - November 1996
Philadelphia Newspapers, Inc 1987 - 1995
GE/RCA 1981 - 1986
Penn Mutual September 1980 - August 1981
Skills
SAP, Team Building, Outsourcing, Strategic Planning, Management, Business Strategy, Change Management, Program Management, Team Leadership, Process Improvement, Project Planning, New Business Development, Sales Management, Vendor Management, IT Operations, Project Management
Education
Southern Connecticut State University 1974 — 1979
BA, Geography
Erica Yarbrough's Penn Mutual Experience February 2003 - September 2011
Job Internal Sales Consultant at Mercury Financial Group
Industry Insurance
Experience
Mercury Financial Group November 2012 - Present
Serco March 2012 - November 2012
Genesis Resources November 2011 - January 2012
Penn Mutual February 2003 - September 2011
Skills
Insurance, Customer Service, Microsoft Excel, Microsoft Office, Sales, Outlook, Life Insurance, Data Entry, PowerPoint, Microsoft Word, Administrative..., Time Management, Process Improvement, Access, Underwriting, Retirement Planning, Disability Insurance, Financial Services
Education
Richland Community College
Mercury Financial Group November 2012 - Present
Serco March 2012 - November 2012
Genesis Resources November 2011 - January 2012
Penn Mutual February 2003 - September 2011
Skills
Insurance, Customer Service, Microsoft Excel, Microsoft Office, Sales, Outlook, Life Insurance, Data Entry, PowerPoint, Microsoft Word, Administrative..., Time Management, Process Improvement, Access, Underwriting, Retirement Planning, Disability Insurance, Financial Services
Education
Richland Community College
Al Mayer's Penn Mutual Experience October 2010 - Present
Job Director Underwriting at Penn Mutual
Industry Financial Services
Experience
Penn Mutual October 2010 - Present
Fasano Associates, Washington D.C. January 2005 - October 2010
Legal & General September 1991 - September 2004
Skills
Microsoft Office, Microsoft Excel, Windows, Research, Photoshop, HTML, Strategic Planning, Budgets
Education
St. Joseph's University 1972 — 1977
Bachelor of Science (BS), Business Administration and Management, General
Northeast Catholic High School for Boys 1961 — 1965
Penn Mutual October 2010 - Present
Fasano Associates, Washington D.C. January 2005 - October 2010
Legal & General September 1991 - September 2004
Skills
Microsoft Office, Microsoft Excel, Windows, Research, Photoshop, HTML, Strategic Planning, Budgets
Education
St. Joseph's University 1972 — 1977
Bachelor of Science (BS), Business Administration and Management, General
Northeast Catholic High School for Boys 1961 — 1965
Richard (Rick) McKay's Penn Mutual Experience May 2012 - Present
Job Facilites ManagerField Operations/Building Inspector
Industry Facilities Services
Experience
Penn Mutual May 2012 - Present
McKay Building Inspection Services LLC 2005 - Present
Independence Blue Cross 2009 - 2011
Francis Cauffman 1996 - 2002
Wallace & Watson Architects 1994 - 1996
Thomas Jefferson University Hospitals 1990 - 1994
Education
Pennsylvania State University-Great Valley Graduate Center 2012 — 2013
Masters of Leadership Development, Leadership Development, A
Temple University 1985 — 1990
Bachelor of Architecture (BArch), Architecture
Montgomery County Communication College 1981 — 1983
Engineering, Engineering
Penn Mutual May 2012 - Present
McKay Building Inspection Services LLC 2005 - Present
Independence Blue Cross 2009 - 2011
Francis Cauffman 1996 - 2002
Wallace & Watson Architects 1994 - 1996
Thomas Jefferson University Hospitals 1990 - 1994
Education
Pennsylvania State University-Great Valley Graduate Center 2012 — 2013
Masters of Leadership Development, Leadership Development, A
Temple University 1985 — 1990
Bachelor of Architecture (BArch), Architecture
Montgomery County Communication College 1981 — 1983
Engineering, Engineering
Amy Bachman's Penn Mutual Experience January 2015 - Present
Job Director, Business Analysis at Penn Mutual
Industry Insurance
Experience
Penn Mutual January 2015 - Present
Penn Mutual January 2013 - Present
Skills
Business Analysis, Process Analysis, Software Development..., Meeting Facilitation, Team Management, BPMN, Leadership, Requirements Analysis
Education
Salisbury University - Perdue School of Business 1994 — 1998
Bachelor of Science (B.S.), Management Information Systems
Penn Mutual January 2015 - Present
Penn Mutual January 2013 - Present
Skills
Business Analysis, Process Analysis, Software Development..., Meeting Facilitation, Team Management, BPMN, Leadership, Requirements Analysis
Education
Salisbury University - Perdue School of Business 1994 — 1998
Bachelor of Science (B.S.), Management Information Systems
MetLife
AXA Equitable
Prudential
Protective Life
Metropolitan Life Insurance Company
American National Insurance
Torchmark Corporation
Met Life