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
Anthony Vultaggio Anthony Vultaggio's Penn Mutual Experience January 2006 - September 2008
Job Executive Vice President Sales at Dastmalchi
Industry Consumer Goods
Experience
Dastmlachi September 2013 - Present
GB&V October 2010 - August 2013
Health Essentials October 2008 - October 2010
Penn Mutual January 2006 - September 2008
Northwestern Mutual Life August 2000 - December 2005
Elite Machine Tool June 1996 - July 2000
Sares-Regis Group May 1994 - June 1996
Skills
Team Building, Disability Insurance, Business Development, Insurance, Public Speaking, Investments, Management, Employee Benefits, Sales Management, Retirement Planning, Fixed Annuities, Financial Services, Long-term Care, Coaching, Marketing, Leadership, Social Media, Management Development, Life Insurance, Risk Management, Event Planning, Finance, Small Business, Healthcare, Business Planning, Executive Management, Sales, Entrepreneurship, Start-ups, Strategic Planning, Strategy, New Business Development, Training, Business Strategy
Education
University of California, Riverside 1989 — 1994
Bachelor of Science (BS), Philosophy
Dastmlachi September 2013 - Present
GB&V October 2010 - August 2013
Health Essentials October 2008 - October 2010
Penn Mutual January 2006 - September 2008
Northwestern Mutual Life August 2000 - December 2005
Elite Machine Tool June 1996 - July 2000
Sares-Regis Group May 1994 - June 1996
Skills
Team Building, Disability Insurance, Business Development, Insurance, Public Speaking, Investments, Management, Employee Benefits, Sales Management, Retirement Planning, Fixed Annuities, Financial Services, Long-term Care, Coaching, Marketing, Leadership, Social Media, Management Development, Life Insurance, Risk Management, Event Planning, Finance, Small Business, Healthcare, Business Planning, Executive Management, Sales, Entrepreneurship, Start-ups, Strategic Planning, Strategy, New Business Development, Training, Business Strategy
Education
University of California, Riverside 1989 — 1994
Bachelor of Science (BS), Philosophy
Ralph Pence, CLU Ralph Pence, CLU's Penn Mutual Experience 2001 - 2013
Job Principal at Wealth Concepts Brokerage
Industry Insurance
Experience
Wealth Concepts Brokerage 2013 - Present
Penn Mutual 2001 - 2013
Penn Mutual 1999 - 2001
Nationwide Insurance 1987 - 1999
Skills
Microsoft Excel, Underwriting, Life Insurance, Microsoft Office, Concept Design, Concept Development, Wealth Management, Wealth Accumulation, Wealth Accumulation..., Finance, Mathematics, Sales, Sales Management, Securities, Fixed Annuities, Series 7, Actuarial Science, Insurance, Disability Insurance, 401k, Term Life Insurance, Retirement Planning, Retirement
Education
The Ohio State University
Bachelor of Science (B.S.), Mathematics
Wealth Concepts Brokerage 2013 - Present
Penn Mutual 2001 - 2013
Penn Mutual 1999 - 2001
Nationwide Insurance 1987 - 1999
Skills
Microsoft Excel, Underwriting, Life Insurance, Microsoft Office, Concept Design, Concept Development, Wealth Management, Wealth Accumulation, Wealth Accumulation..., Finance, Mathematics, Sales, Sales Management, Securities, Fixed Annuities, Series 7, Actuarial Science, Insurance, Disability Insurance, 401k, Term Life Insurance, Retirement Planning, Retirement
Education
The Ohio State University
Bachelor of Science (B.S.), Mathematics
Kyle Hesnan Kyle Hesnan's Penn Mutual Experience January 2010 - February 2011
Job Technical Support Specialist at Panacea Healthcare Solutions
Industry Hospital & Health Care
Experience
Panacea Healthcare Solutions January 2015 - Present
Xela Communications December 2013 - January 2015
NRG Home Solar August 2012 - December 2013
Penn Mutual January 2010 - February 2011
Skills
Microsoft Office, Excel, Forecasting, Pivot Tables, Office 2010, Regression Analysis, Fixed Income, Financial Analysis, Marketing, Investments, CRM, Vlookup, Finance, Analysis, Access, Microsoft Word, Customer Service
Education
Richard Stockton College of New Jersey
Bachelor of Science, Finance
Panacea Healthcare Solutions January 2015 - Present
Xela Communications December 2013 - January 2015
NRG Home Solar August 2012 - December 2013
Penn Mutual January 2010 - February 2011
Skills
Microsoft Office, Excel, Forecasting, Pivot Tables, Office 2010, Regression Analysis, Fixed Income, Financial Analysis, Marketing, Investments, CRM, Vlookup, Finance, Analysis, Access, Microsoft Word, Customer Service
Education
Richard Stockton College of New Jersey
Bachelor of Science, Finance
Lawrence Adkins, ChFC's Penn Mutual Experience June 2015 - Present
Job Managing Partner
Industry Financial Services
Experience
Penn Mutual June 2015 - Present
AXA Advisors July 2013 - September 2014
MetLife September 2007 - July 2013
MetLife September 1999 - September 2007
The MONY Group July 1992 - September 1999
Skills
Leadership, Strategic Planning, Investments, Leadership Development..., Project Management, Project Planning, Financial Analysis, Coaching, Communication Skills, Account Management, Employee Benefits, FINRA, Finance, Financial Services, Fixed Annuities, Insurance, Life Insurance, Marketing, Marketing Strategy, Retirement Planning, Risk Management, Sales, Securities, Training
Education
University of Central Florida 1987 — 1991
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
Penn Mutual June 2015 - Present
AXA Advisors July 2013 - September 2014
MetLife September 2007 - July 2013
MetLife September 1999 - September 2007
The MONY Group July 1992 - September 1999
Skills
Leadership, Strategic Planning, Investments, Leadership Development..., Project Management, Project Planning, Financial Analysis, Coaching, Communication Skills, Account Management, Employee Benefits, FINRA, Finance, Financial Services, Fixed Annuities, Insurance, Life Insurance, Marketing, Marketing Strategy, Retirement Planning, Risk Management, Sales, Securities, Training
Education
University of Central Florida 1987 — 1991
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
John Wetzel's Penn Mutual Experience August 2015 - Present
Job Regional Marketing Specialist
Industry Financial Services
Experience
Penn Mutual August 2015 - Present
Penn Mutual Life Insurance January 2012 - August 2015
Western & Southern Financial Group December 2006 - October 2011
Skills
Sales, Insurance, Fixed Annuities, Selling, Life Insurance, Marketing, Customer Service, Microsoft Office, Relationship Management, Series 6, Series 63, Creative Problem Solving, Solution Selling, Consultative Selling, Annuities, Customer Relations, Strong Communication..., Retirement Planning
Education
Thomas More College 2001 — 2006
Bachelors of Arts, Communication
Penn Mutual August 2015 - Present
Penn Mutual Life Insurance January 2012 - August 2015
Western & Southern Financial Group December 2006 - October 2011
Skills
Sales, Insurance, Fixed Annuities, Selling, Life Insurance, Marketing, Customer Service, Microsoft Office, Relationship Management, Series 6, Series 63, Creative Problem Solving, Solution Selling, Consultative Selling, Annuities, Customer Relations, Strong Communication..., Retirement Planning
Education
Thomas More College 2001 — 2006
Bachelors of Arts, Communication
ALYSIA Bell's Penn Mutual Experience March 2014 - April 2015
Job Field Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Penn Mutual March 2014 - April 2015
Prudential Financial January 2013 - March 2014
The Hartford March 2009 - January 2013
Capital One December 2005 - March 2011
Skills
Sales, Marketing, Life Insurance, Customer Service, Marketing Strategy, Management, New Business Development, Lead Generation, Strategic Planning, Sales Management, Email Marketing, Coaching, Series 6, Retirement Planning, Financial Services
Education
University of North Texas 2007 — 2010
BBA, Marketing
Penn Mutual March 2014 - April 2015
Prudential Financial January 2013 - March 2014
The Hartford March 2009 - January 2013
Capital One December 2005 - March 2011
Skills
Sales, Marketing, Life Insurance, Customer Service, Marketing Strategy, Management, New Business Development, Lead Generation, Strategic Planning, Sales Management, Email Marketing, Coaching, Series 6, Retirement Planning, Financial Services
Education
University of North Texas 2007 — 2010
BBA, Marketing
Sean Alexander's Penn Mutual Experience June 2012 - June 2013
Job Director
Industry Marketing and Advertising
Experience
CREWW Media December 2013 - Present
Trawick Luxury Coaches August 2014 - Present
Trawick Luxury Coaches April 2011 - August 2014
Wealth Concepts July 2013 - July 2014
Rooster Plate Productions June 2012 - 2014
Wealth Concepts Marketing June 2012 - July 2013
Penn Mutual June 2012 - June 2013
KEPR: Center for K-16 Education Policy and Research October 2011 - December 2011
The Shorthorn UTA Student Newspaper August 2011 - December 2011
Cassata High School February 2011 - May 2011
Skills
Photography, Marketing Strategy, Advertising, Copywriting, Creative Direction, Photoshop, Video Editing, Brand Management, Editing, Graphic Design, Leadership, Facebook, Creative Strategy, Logo Design, Public Speaking, Video Production, Multimedia, Copy Editing, Creative Writing, Spanish-speaking, Event Photography, Videography, Media Production, Adobe Creative Suite, Final Cut Pro, Keeping it Real, Going on Vacation, Weddings, Binge-Watching Netflix, Music Production, Thinking About Going on..., Chillin' out, Maxin', Relaxin' all cool, Shootin' some b-ball...
Education
The University of Texas at Arlington 2006 — 2012
Bachelor of Arts, Communication - Advertising
Tarrant County College 2003 — 2006
Music Theory and Composition
CREWW Media December 2013 - Present
Trawick Luxury Coaches August 2014 - Present
Trawick Luxury Coaches April 2011 - August 2014
Wealth Concepts July 2013 - July 2014
Rooster Plate Productions June 2012 - 2014
Wealth Concepts Marketing June 2012 - July 2013
Penn Mutual June 2012 - June 2013
KEPR: Center for K-16 Education Policy and Research October 2011 - December 2011
The Shorthorn UTA Student Newspaper August 2011 - December 2011
Cassata High School February 2011 - May 2011
Skills
Photography, Marketing Strategy, Advertising, Copywriting, Creative Direction, Photoshop, Video Editing, Brand Management, Editing, Graphic Design, Leadership, Facebook, Creative Strategy, Logo Design, Public Speaking, Video Production, Multimedia, Copy Editing, Creative Writing, Spanish-speaking, Event Photography, Videography, Media Production, Adobe Creative Suite, Final Cut Pro, Keeping it Real, Going on Vacation, Weddings, Binge-Watching Netflix, Music Production, Thinking About Going on..., Chillin' out, Maxin', Relaxin' all cool, Shootin' some b-ball...
Education
The University of Texas at Arlington 2006 — 2012
Bachelor of Arts, Communication - Advertising
Tarrant County College 2003 — 2006
Music Theory and Composition
Christy Caffrey Christy Caffrey's Penn Mutual Experience November 2001 - August 2004
Job Caffrey's Trade Showroom
Industry Furniture
Experience
Caffrey's Furniture June 2012 - Present
The Driskill Hotel January 2012 - June 2012
The Driskill Hotel December 2010 - February 2012
The Driskill Hotel November 2006 - December 2010
Hilton Worldwide March 2005 - November 2006
Kennedy Creative August 2004 - March 2005
Penn Mutual November 2001 - August 2004
Maritz Travel Company January 2000 - October 2001
Skills
Furniture, Hospitality, Hotels, Hospitality Industry, Textiles, Hospitality Management, Resorts, Interior Architecture, Food & Beverage, Catering, Event Management, Event Planning
Education
Texas Christian University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Caffrey's Furniture June 2012 - Present
The Driskill Hotel January 2012 - June 2012
The Driskill Hotel December 2010 - February 2012
The Driskill Hotel November 2006 - December 2010
Hilton Worldwide March 2005 - November 2006
Kennedy Creative August 2004 - March 2005
Penn Mutual November 2001 - August 2004
Maritz Travel Company January 2000 - October 2001
Skills
Furniture, Hospitality, Hotels, Hospitality Industry, Textiles, Hospitality Management, Resorts, Interior Architecture, Food & Beverage, Catering, Event Management, Event Planning
Education
Texas Christian University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Lissa Sawyer Lissa Sawyer's Penn Mutual Experience 1990 - 1990
Job Sr. Communications Specialist at Southcross Energy
Industry Online Media
Experience
Southcross Energy April 2014 - Present
American Heart Association August 2004 - November 2013
Spook Media / Edelman Digital 2007 - 2013
Mary Kay Inc. November 2002 - July 2004
Self 1995 - 2002
ARCO Chemical - Asia Pacific 1990 - 1995
Penn Mutual 1990 - 1990
Self 1989 - 1990
Atlantic Richfield (ARCO) 1982 - 1989
Zale 1980 - 1982
Skills
Copywriting, Press Releases, Social Media Marketing, Email Marketing, Marketing Communications, Brand Awareness, Social Media, Direct Mail, Integrated Marketing, Web Content Management, Brand Management, Social Networking, Event Planning, Corporate Communications, Digital Marketing, Internal Communications, Advertising, Online Advertising, Facebook, Marketing, Content Management, Fundraising, Analytics, Web Analytics, Web Content, Content Strategy, Digital Strategy, SEO, Social Media Measurement, Online Marketing, Digital Media, Google Analytics, SEM, Newsletters
Education
The University of Texas at Arlington
B.A., Journalism
Southcross Energy April 2014 - Present
American Heart Association August 2004 - November 2013
Spook Media / Edelman Digital 2007 - 2013
Mary Kay Inc. November 2002 - July 2004
Self 1995 - 2002
ARCO Chemical - Asia Pacific 1990 - 1995
Penn Mutual 1990 - 1990
Self 1989 - 1990
Atlantic Richfield (ARCO) 1982 - 1989
Zale 1980 - 1982
Skills
Copywriting, Press Releases, Social Media Marketing, Email Marketing, Marketing Communications, Brand Awareness, Social Media, Direct Mail, Integrated Marketing, Web Content Management, Brand Management, Social Networking, Event Planning, Corporate Communications, Digital Marketing, Internal Communications, Advertising, Online Advertising, Facebook, Marketing, Content Management, Fundraising, Analytics, Web Analytics, Web Content, Content Strategy, Digital Strategy, SEO, Social Media Measurement, Online Marketing, Digital Media, Google Analytics, SEM, Newsletters
Education
The University of Texas at Arlington
B.A., Journalism
Alexander Levy's Penn Mutual Experience January 2015 - Present
Job Entrepreneurial Account Executive and IT Consultant
Industry Computer Software
Experience
Talkdesk September 2015 - Present
Penn Mutual January 2015 - Present
Independent May 2007 - Present
MetLife September 2011 - December 2014
MetLife March 2011 - August 2011
MetLife January 2009 - March 2011
Bertram Capital June 2007 - August 2007
Cashin Company June 2005 - August 2006
Skills
Creative Problem Solving, Pragmatic, Team Leadership, Management, CRM, Real Estate, Social Media Marketing, Social Media, Strategy, Access, Event Planning, Data Analysis, Microsoft Excel, Outlook, Social Networking, Microsoft Office, Market Research, Salesforce.com, Project Management, Financial Analysis, Time Management, Online Marketing, PowerPoint, Entrepreneurship, Marketing Strategy, Leadership, Financial Planning, Investments, Sales, Research, Strategic Planning, Marketing, Customer Service, Finance, Life Insurance, Insurance, Cold Calling, Strategic Partnerships, Business Development, Product Management, Start-ups, Consulting, Enterprise Software, Public Speaking, Account Management, Solution Selling, Analytics, SaaS
Education
University of California, Berkeley 2007 — 2010
ISF with a focus on Political Economics
San Mateo High School
High School
Talkdesk September 2015 - Present
Penn Mutual January 2015 - Present
Independent May 2007 - Present
MetLife September 2011 - December 2014
MetLife March 2011 - August 2011
MetLife January 2009 - March 2011
Bertram Capital June 2007 - August 2007
Cashin Company June 2005 - August 2006
Skills
Creative Problem Solving, Pragmatic, Team Leadership, Management, CRM, Real Estate, Social Media Marketing, Social Media, Strategy, Access, Event Planning, Data Analysis, Microsoft Excel, Outlook, Social Networking, Microsoft Office, Market Research, Salesforce.com, Project Management, Financial Analysis, Time Management, Online Marketing, PowerPoint, Entrepreneurship, Marketing Strategy, Leadership, Financial Planning, Investments, Sales, Research, Strategic Planning, Marketing, Customer Service, Finance, Life Insurance, Insurance, Cold Calling, Strategic Partnerships, Business Development, Product Management, Start-ups, Consulting, Enterprise Software, Public Speaking, Account Management, Solution Selling, Analytics, SaaS
Education
University of California, Berkeley 2007 — 2010
ISF with a focus on Political Economics
San Mateo High School
High School
Steve Schoeder Steve Schoeder's Penn Mutual Experience February 2014 - Present
Job Regional Marketing Director at Penn Mutual
Industry Financial Services
Experience
Penn Mutual February 2014 - Present
Prudential Financial January 2013 - January 2014
The Hartford September 2011 - January 2013
Woodbury Financial Services June 2009 - September 2011
Woodbury Financial Services March 2000 - June 2009
Skills
Life Insurance, Series 6, Retirement Planning, Series 63, Insurance, Mutual Funds, Retirement, Fixed Annuities, Series 7, Investments, Financial Services, 401k, Investment Advisory, FINRA, Wealth Management, Variable Annuities, Life & Health Insurance..., Relationship Management, ChFC
Education
The American College 2008 — 2011
ChFC, Chartered Financial Counselor
University of Wisconsin-River Falls 1989 — 1993
Bachelor's degree, Finance, General
Penn Mutual February 2014 - Present
Prudential Financial January 2013 - January 2014
The Hartford September 2011 - January 2013
Woodbury Financial Services June 2009 - September 2011
Woodbury Financial Services March 2000 - June 2009
Skills
Life Insurance, Series 6, Retirement Planning, Series 63, Insurance, Mutual Funds, Retirement, Fixed Annuities, Series 7, Investments, Financial Services, 401k, Investment Advisory, FINRA, Wealth Management, Variable Annuities, Life & Health Insurance..., Relationship Management, ChFC
Education
The American College 2008 — 2011
ChFC, Chartered Financial Counselor
University of Wisconsin-River Falls 1989 — 1993
Bachelor's degree, Finance, General
Steven Palmitier, CLU's Penn Mutual Experience 1990 - 1996
Job President & COO at North American Company for Life and Health Insurance and Midland National Life Insurance Company
Industry Financial Services
Experience
North American Company for Life and Health Insurance 2007 - Present
Midland National Life Insurance Company April 2003 - Present
Penn Mutual 1990 - 1996
Skills
Securities, Fixed Annuities, Insurance, Leadership, Life Insurance, Retirement Planning, Term Life Insurance, Retirement
Education
University of Northern Iowa
Bachelor of Arts (BA), Business Management
University of Northern Iowa
Business, Management, Marketing, and Related Support Services
North American Company for Life and Health Insurance 2007 - Present
Midland National Life Insurance Company April 2003 - Present
Penn Mutual 1990 - 1996
Skills
Securities, Fixed Annuities, Insurance, Leadership, Life Insurance, Retirement Planning, Term Life Insurance, Retirement
Education
University of Northern Iowa
Bachelor of Arts (BA), Business Management
University of Northern Iowa
Business, Management, Marketing, and Related Support Services
Darrell Bigelow Darrell Bigelow's Penn Mutual Experience January 2012 - September 2013
Job Consultant at TD
Industry Information Technology and Services
Experience
Penn Mutual January 2012 - September 2013
Fox Rothschild LLP May 2008 - February 2012
Weston Solutions, Inc. November 2007 - May 2008
Pennsylvania Department of Environmental Protection January 2006 - November 2007
Pennsylvania Department of Environmental Protection April 1996 - January 2006
USMC 1987 - 1995
Skills
Environmental, Microsoft Office, Troubleshooting, Research, Access, SQL, Excel, Compliance, Quality Assurance, SharePoint, Problem Solving, Customer Relations, Team Building, Data Analysis, Databases, PowerPoint, Analysis, Policy, Negotiation, Business Analysis, Technical Writing, Data Management, Windows, Outlook, Social Media, Documentation, CERCLA, Field Sampling, Laboratory Analysis, Environmental Reporting, Environmental Training, Environmental Auditing, Safety Management..., Safety Auditing, Hazardous Materials..., HAZWOPER, RCRA, Solid Waste, Pollution Control, Air Pollution, Chemical Safety, ESRI, ArcIMS, ArcGIS Server, ArcView 3.x, SDLC, Software Documentation, Environmental Awareness, Customer Service, Environmental Education
Education
Temple University 1989 — 1995
BA, Chemistry
Penn Mutual January 2012 - September 2013
Fox Rothschild LLP May 2008 - February 2012
Weston Solutions, Inc. November 2007 - May 2008
Pennsylvania Department of Environmental Protection January 2006 - November 2007
Pennsylvania Department of Environmental Protection April 1996 - January 2006
USMC 1987 - 1995
Skills
Environmental, Microsoft Office, Troubleshooting, Research, Access, SQL, Excel, Compliance, Quality Assurance, SharePoint, Problem Solving, Customer Relations, Team Building, Data Analysis, Databases, PowerPoint, Analysis, Policy, Negotiation, Business Analysis, Technical Writing, Data Management, Windows, Outlook, Social Media, Documentation, CERCLA, Field Sampling, Laboratory Analysis, Environmental Reporting, Environmental Training, Environmental Auditing, Safety Management..., Safety Auditing, Hazardous Materials..., HAZWOPER, RCRA, Solid Waste, Pollution Control, Air Pollution, Chemical Safety, ESRI, ArcIMS, ArcGIS Server, ArcView 3.x, SDLC, Software Documentation, Environmental Awareness, Customer Service, Environmental Education
Education
Temple University 1989 — 1995
BA, Chemistry
Dennis Goeders, CLU, ChFC Dennis Goeders, CLU, ChFC's Penn Mutual Experience January 2000 - April 2012
Job President at DEG Financial
Industry Financial Services
Experience
DEG Financial June 2012 - Present
Midland National Life April 2012 - May 2014
Penn Mutual January 2000 - April 2012
Provident Mutual January 1996 - January 2000
Skills
Retirement Planning, Life Insurance, Insurance, Fixed Annuities, Estate Planning, Retirement, Disability Insurance, Sales, Term Life Insurance, Long-term Care, Mutual Funds, Strategic Planning, 401k, Wealth Management, Investments
Education
The American College 1985 — 1995
CLU, ChFC, Financial Planning and Services
University of Iowa 1968 — 1972
Busiess, Business, Management, Marketing, and Related Support Services
DEG Financial June 2012 - Present
Midland National Life April 2012 - May 2014
Penn Mutual January 2000 - April 2012
Provident Mutual January 1996 - January 2000
Skills
Retirement Planning, Life Insurance, Insurance, Fixed Annuities, Estate Planning, Retirement, Disability Insurance, Sales, Term Life Insurance, Long-term Care, Mutual Funds, Strategic Planning, 401k, Wealth Management, Investments
Education
The American College 1985 — 1995
CLU, ChFC, Financial Planning and Services
University of Iowa 1968 — 1972
Busiess, Business, Management, Marketing, and Related Support Services
David Demartin David Demartin's Penn Mutual Experience August 2013 - April 2014
Job MBA Candidate at Hult International Business School
Industry Financial Services
Experience
Hult International Business School September 2014 - Present
Penn Mutual August 2013 - April 2014
Barclay Spencer International Limited March 2012 - June 2013
Skills
Technical Sales..., Sales Management, Leadership, Strategic Planning, Financial Economics, Research, Technical Data Analysis, Financial Modeling, Finance Services, Investment Strategies, Investments, Microsoft Office, English, Project Management, Market Research, Marketing Strategy, Business Planning, Marketing, Strategy, Business Strategy, Management
Education
Syracuse University 2008 — 2012
Bachelor's degree, Finance, Global Enterprise Technology
Wayland High School 2003 — 2007
Hult International Business School September 2014 - Present
Penn Mutual August 2013 - April 2014
Barclay Spencer International Limited March 2012 - June 2013
Skills
Technical Sales..., Sales Management, Leadership, Strategic Planning, Financial Economics, Research, Technical Data Analysis, Financial Modeling, Finance Services, Investment Strategies, Investments, Microsoft Office, English, Project Management, Market Research, Marketing Strategy, Business Planning, Marketing, Strategy, Business Strategy, Management
Education
Syracuse University 2008 — 2012
Bachelor's degree, Finance, Global Enterprise Technology
Wayland High School 2003 — 2007
John DeMinico John DeMinico's Penn Mutual Experience March 2015 - Present
Job Director of Professional & Practice Development at Penn Mutual
Industry Financial Services
Experience
Penn Mutual March 2015 - Present
One Resource Group January 2010 - March 2015
AIG June 2007 - September 2010
Ash Brokerage February 2004 - June 2007
John Hancock Financial Services November 1992 - February 2004
Skills
Finacial Services, Customer Service, Sales, Sales Management, Account Management, New Business Development, Banking, Management, Microsoft Excel, Microsoft Office, Strategic Planning, Business Development, Business Strategy, Financial Analysis, Negotiation, Marketing, Marketing Strategy, Business Analysis, Project Management, Risk Management, Investments
Education
The American College 1992 — 2014
CLU ChFC
University of Massachusetts Boston 1988 — 1992
Bachelor of Science (BS), Business/Managerial Economics
Penn Mutual March 2015 - Present
One Resource Group January 2010 - March 2015
AIG June 2007 - September 2010
Ash Brokerage February 2004 - June 2007
John Hancock Financial Services November 1992 - February 2004
Skills
Finacial Services, Customer Service, Sales, Sales Management, Account Management, New Business Development, Banking, Management, Microsoft Excel, Microsoft Office, Strategic Planning, Business Development, Business Strategy, Financial Analysis, Negotiation, Marketing, Marketing Strategy, Business Analysis, Project Management, Risk Management, Investments
Education
The American College 1992 — 2014
CLU ChFC
University of Massachusetts Boston 1988 — 1992
Bachelor of Science (BS), Business/Managerial Economics
Joslin Doug Joslin Doug's Penn Mutual Experience March 2001 - Present
Job Regional Marketing Director at Penn Mutual
Industry Insurance
Experience
Penn Mutual March 2001 - Present
Skills
Insurance, Fixed Annuities, Life Insurance, Series 6, Long-term Care, Retirement, Retirement Planning, Disability Insurance, Variable Annuities, Series 63, Term Life Insurance, Mutual Funds
Education
University of Northern Iowa 1966 — 1971
Penn Mutual March 2001 - Present
Skills
Insurance, Fixed Annuities, Life Insurance, Series 6, Long-term Care, Retirement, Retirement Planning, Disability Insurance, Variable Annuities, Series 63, Term Life Insurance, Mutual Funds
Education
University of Northern Iowa 1966 — 1971
Danielle M Perry's Penn Mutual Experience September 2007 - March 2011
Job Hair Stylist/ Makeup Artist at Salon Esperanza
Industry Cosmetics
Experience
Salon Esperanza May 2012 - Present
SEPHORA October 2011 - February 2013
Hornor Townsend & Kent March 2011 - September 2011
Penn Mutual September 2007 - March 2011
160over90 January 2007 - May 2007
Center City Proprietors Association September 2006 - December 2006
Skills
Insurance, Customer Service, Life Insurance, Risk Management, Team Building, Sales, Process Improvement, Microsoft Office, Leadership, Microsoft Word, Public Relations, Press Releases, Newsletters, Research, Training, Microsoft Excel, Business Process, Time Management, Project Planning, Community Outreach
Education
The Vision Academy 2011 — 2012
Cosmetology Certificate
Pennsylvania State University-Great Valley Graduate Center 2008 — 2010
MBA, Business Administration
Temple University 2004 — 2007
BA, Public Relations
Salon Esperanza May 2012 - Present
SEPHORA October 2011 - February 2013
Hornor Townsend & Kent March 2011 - September 2011
Penn Mutual September 2007 - March 2011
160over90 January 2007 - May 2007
Center City Proprietors Association September 2006 - December 2006
Skills
Insurance, Customer Service, Life Insurance, Risk Management, Team Building, Sales, Process Improvement, Microsoft Office, Leadership, Microsoft Word, Public Relations, Press Releases, Newsletters, Research, Training, Microsoft Excel, Business Process, Time Management, Project Planning, Community Outreach
Education
The Vision Academy 2011 — 2012
Cosmetology Certificate
Pennsylvania State University-Great Valley Graduate Center 2008 — 2010
MBA, Business Administration
Temple University 2004 — 2007
BA, Public Relations
Jon L. Bowles Jon L. Bowles's Penn Mutual Experience 2008 - 2009
Job Making Investments Make Sense
Industry Financial Services
Experience
NettWorth Financial Group December 2012 - Present
JLB Financial Inc. November 2009 - Present
Mid City Business Source 2012 - 2013
JLB Financial Inc. 2009 - 2012
Citi March 2003 - November 2009
Penn Mutual 2008 - 2009
Penn Mutual 2008 - 2009
Penn Mutual 2008 - 2009
Morgan Stanley November 1997 - February 2003
Important Disclosure December 1995 - December 1996
Skills
Retirement Income..., Tax free retirement..., Measured Wealth..., Retirement Planning, Wealth Management, Create more net..., Retirement, Lifetime, Income, Strategic Financial..., Series 63, Investments, Mutual Funds, Wealth, Financial Planners, Estate Planning, 401k, Investment Advisory, Financial Advisory, Series 7, Securities, Fixed Annuities, Options, Insurance, Life Insurance, Mortgage Lending, Alternative Investments, Asset Allocation, FINRA, Finance, Wealth Management..., Investment Strategies, IRAs, Series 6, Long-term Care
Education
UCLA Extension Certificate - Personal Financial program 2005 — 2007
Personal Financial Planning Designate, Certificate program
UCLA
Bachelor of Arts, History
NettWorth Financial Group December 2012 - Present
JLB Financial Inc. November 2009 - Present
Mid City Business Source 2012 - 2013
JLB Financial Inc. 2009 - 2012
Citi March 2003 - November 2009
Penn Mutual 2008 - 2009
Penn Mutual 2008 - 2009
Penn Mutual 2008 - 2009
Morgan Stanley November 1997 - February 2003
Important Disclosure December 1995 - December 1996
Skills
Retirement Income..., Tax free retirement..., Measured Wealth..., Retirement Planning, Wealth Management, Create more net..., Retirement, Lifetime, Income, Strategic Financial..., Series 63, Investments, Mutual Funds, Wealth, Financial Planners, Estate Planning, 401k, Investment Advisory, Financial Advisory, Series 7, Securities, Fixed Annuities, Options, Insurance, Life Insurance, Mortgage Lending, Alternative Investments, Asset Allocation, FINRA, Finance, Wealth Management..., Investment Strategies, IRAs, Series 6, Long-term Care
Education
UCLA Extension Certificate - Personal Financial program 2005 — 2007
Personal Financial Planning Designate, Certificate program
UCLA
Bachelor of Arts, History
Cynthia Perna, CLU Cynthia Perna, CLU's Penn Mutual Experience September 2002 - March 2005
Job Director of Compliance at Signature Financial Solutions, LLC a member of John Hancock Financial Network
Industry Financial Services
Experience
Signature Financial Solutions, LLC a member of John Hancock Financial Network January 2006 - December 2012
Penn Mutual September 2002 - March 2005
MONY 2002 - 2003
Manulife Financial September 1994 - November 2001
Skills
Series 7, Series 24, Life Insurance, Mutual Funds, Fixed Annuities, Securities, Retirement Planning, Estate Planning, 401k, Retirement, Wealth Management, Long-term Care, Investments, Financial Planners, Wealth, Variable Annuities, FINRA
Education
The American College 1997 — 2001
Chartered Life Underwriter, Financial Services
City Colleges of Chicago, Wiesbaden, Germany 1992 — 1993
Art Institute of Boston 1985 — 1988
Signature Financial Solutions, LLC a member of John Hancock Financial Network January 2006 - December 2012
Penn Mutual September 2002 - March 2005
MONY 2002 - 2003
Manulife Financial September 1994 - November 2001
Skills
Series 7, Series 24, Life Insurance, Mutual Funds, Fixed Annuities, Securities, Retirement Planning, Estate Planning, 401k, Retirement, Wealth Management, Long-term Care, Investments, Financial Planners, Wealth, Variable Annuities, FINRA
Education
The American College 1997 — 2001
Chartered Life Underwriter, Financial Services
City Colleges of Chicago, Wiesbaden, Germany 1992 — 1993
Art Institute of Boston 1985 — 1988
Jamie Caplan Moyer Jamie Caplan Moyer's Penn Mutual Experience March 2015 - Present
Job Business Performance Lead at Penn Mutual
Industry Insurance
Experience
Penn Mutual March 2015 - Present
Penn Mutual July 2014 - Present
Penn Mutual July 2011 - Present
Penn Mutual March 2008 - July 2011
Drexel Metals September 2005 - December 2007
Skills
Insurance, Building Relationships, Creative Problem Solving, Account Management, Team Building, Customer Service, Leadership, Marketing, Microsoft Excel, Outlook, Risk Management, Team Leadership, Time Management, Training, Call Centers, Life Insurance, Process Improvement, Performance Management, Microsoft Word
Education
Neshaminy High School 1998 — 2001
High School Diploma
Strayer University-Pennsylvania
Business Administration and Management, General
Penn Mutual March 2015 - Present
Penn Mutual July 2014 - Present
Penn Mutual July 2011 - Present
Penn Mutual March 2008 - July 2011
Drexel Metals September 2005 - December 2007
Skills
Insurance, Building Relationships, Creative Problem Solving, Account Management, Team Building, Customer Service, Leadership, Marketing, Microsoft Excel, Outlook, Risk Management, Team Leadership, Time Management, Training, Call Centers, Life Insurance, Process Improvement, Performance Management, Microsoft Word
Education
Neshaminy High School 1998 — 2001
High School Diploma
Strayer University-Pennsylvania
Business Administration and Management, General
Brian Barrach's Penn Mutual Experience December 2013 - Present
Job Regional Marketing Director at Penn Mutual
Industry Insurance
Experience
Penn Mutual December 2013 - Present
The Prudential Insurance Company of America (Representing the Hartford Life Ins. Co. products.) January 2013 - December 2013
Hartford Life March 2011 - January 2013
First Tennessee Bank July 2000 - March 2011
Skills
Life Insurance, Trusts, Charitable Gift Planning, Wealth Management, Long Term Care Insurance, Term Life Insurance, Strategic Financial..., Series 6, Series 63, Property & Casualty..., Financial Advisory, Insurance, Retirement Planning
Education
The University of Memphis 1979 — 1983
Business / Insurance, Insurance
Penn Mutual December 2013 - Present
The Prudential Insurance Company of America (Representing the Hartford Life Ins. Co. products.) January 2013 - December 2013
Hartford Life March 2011 - January 2013
First Tennessee Bank July 2000 - March 2011
Skills
Life Insurance, Trusts, Charitable Gift Planning, Wealth Management, Long Term Care Insurance, Term Life Insurance, Strategic Financial..., Series 6, Series 63, Property & Casualty..., Financial Advisory, Insurance, Retirement Planning
Education
The University of Memphis 1979 — 1983
Business / Insurance, Insurance
Abby Boyle Abby Boyle's Penn Mutual Experience February 2014 - Present
Job at
Industry Insurance
Experience
Penn Mutual February 2014 - Present
Penn Mutual June 2012 - February 2014
Penn Mutual July 2011 - August 2011
Skills
Life Insurance, Financial Services, Microsoft Excel, Microsoft Office, Financial Analysis, Outlook, PowerPoint, Analysis, Employee Training, DCM, ADP Payroll, Customer Service, Accounting, Workers Compensation, Finance, Portfolio Management, Small Business, Succession Planning, Relationship Management, Commercial Insurance, Financial Risk, Data Entry, Broker-Dealer Operations, Broker-Dealer
Education
Temple University - Fox School of Business and Management
Penn Mutual February 2014 - Present
Penn Mutual June 2012 - February 2014
Penn Mutual July 2011 - August 2011
Skills
Life Insurance, Financial Services, Microsoft Excel, Microsoft Office, Financial Analysis, Outlook, PowerPoint, Analysis, Employee Training, DCM, ADP Payroll, Customer Service, Accounting, Workers Compensation, Finance, Portfolio Management, Small Business, Succession Planning, Relationship Management, Commercial Insurance, Financial Risk, Data Entry, Broker-Dealer Operations, Broker-Dealer
Education
Temple University - Fox School of Business and Management
Lisa (Weiser) McLeod Lisa (Weiser) McLeod's Penn Mutual Experience November 2004 - February 2005
Job Administrator at LaVan Law
Industry Legal Services
Experience
LaVan Law August 2012 - Present
Phelan Hallinan and Shmieg August 2006 - May 2012
Phelan Hallinan and Shmieg August 2006 - May 2012
Children's Continuum of Care May 2006 - August 2007
Burlington Coat Factory May 2005 - August 2006
Penn Mutual November 2004 - February 2005
Skills
Administrative..., Customer Service, Microsoft Office, Time Management, Calendaring, Westlaw, Insurance, Office Management, File Management, Process Scheduler, Account Management, Accounts Payable, HR Policies, Invoicing, Networking, Office Administration, QuickBooks, Legal Research, Microsoft Word, Litigation Support, Sales, Management, Strategic Planning, Small Business, Microsoft Excel
Education
University of Miami 2000 — 2004
Bachelors in Communication, Advertising
University of Miami 2000 — 2004
Bachelor of Science, Communication; Advertising and Psychology
LaVan Law August 2012 - Present
Phelan Hallinan and Shmieg August 2006 - May 2012
Phelan Hallinan and Shmieg August 2006 - May 2012
Children's Continuum of Care May 2006 - August 2007
Burlington Coat Factory May 2005 - August 2006
Penn Mutual November 2004 - February 2005
Skills
Administrative..., Customer Service, Microsoft Office, Time Management, Calendaring, Westlaw, Insurance, Office Management, File Management, Process Scheduler, Account Management, Accounts Payable, HR Policies, Invoicing, Networking, Office Administration, QuickBooks, Legal Research, Microsoft Word, Litigation Support, Sales, Management, Strategic Planning, Small Business, Microsoft Excel
Education
University of Miami 2000 — 2004
Bachelors in Communication, Advertising
University of Miami 2000 — 2004
Bachelor of Science, Communication; Advertising and Psychology
Bill Gearhart Bill Gearhart's Penn Mutual Experience December 1996 - Present
Job Regional Director at Penn Mutual
Industry Financial Services
Experience
Penn Mutual December 1996 - Present
Guardian Life Insurance March 1993 - December 1996
Manulife Financial May 1981 - January 1993
Skills
Retirement Planning, Disability Insurance, Estate Planning, Annuities, Series 7
Education
Villanova University 1967 — 1971
BA, Psychology
The American College 1973 — 1983
CLU, Life Insurance
The American College 1983 — 1984
CHFC, Financial Services
Penn Mutual December 1996 - Present
Guardian Life Insurance March 1993 - December 1996
Manulife Financial May 1981 - January 1993
Skills
Retirement Planning, Disability Insurance, Estate Planning, Annuities, Series 7
Education
Villanova University 1967 — 1971
BA, Psychology
The American College 1973 — 1983
CLU, Life Insurance
The American College 1983 — 1984
CHFC, Financial Services
Kimberly Kleiser Kimberly Kleiser's Penn Mutual Experience August 1993 - October 1994
Job Human Resource Director at Chapel SteelReliance Steel and Aluminum Group
Industry Mining & Metals
Experience
Chapel Steel- sub of Reliance Steel and Aluminum Company July 1998 - Present
JS Technolgies, a Danaher Corporation November 1994 - July 1998
Penn Mutual August 1993 - October 1994
Skills
Human Resources, HR Policies, Employee Relations, Talent Acquisition, Strategic Planning, Negotiation, Customer Service, Process Improvement, Training, Deferred Compensation, New Business Development, Labor Relations, Strategic HR, Coaching, Purchasing
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Chapel Steel- sub of Reliance Steel and Aluminum Company July 1998 - Present
JS Technolgies, a Danaher Corporation November 1994 - July 1998
Penn Mutual August 1993 - October 1994
Skills
Human Resources, HR Policies, Employee Relations, Talent Acquisition, Strategic Planning, Negotiation, Customer Service, Process Improvement, Training, Deferred Compensation, New Business Development, Labor Relations, Strategic HR, Coaching, Purchasing
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Inna Frisman Inna Frisman's Penn Mutual Experience April 2013 - Present
Job Director of New Business, CWM/ Penn Mutual Life
Industry Insurance
Experience
Penn Mutual April 2013 - Present
Concord Wealth Management 2013 - 2014
LEISMAN INSURANCE AGENCY, INC January 2003 - January 2012
The Coyle Company March 1999 - March 2003
INTEGRATED PLANNING SERVICES January 1995 - January 1999
Skills
Computer Proficiency, Disability Insurance, Life Insurance, Health Insurance, Customer Service, Marketing Communications, Compliance, Errors & Omissions, State Licensing, Licensing, New Business Development
Education
University of Massachusetts
BACHELOR OF ARTS & SCIENCE, Psychology
University of Massachusetts Boston
Bachelor of Arts (B.A.), Developmental and Child Psychology, 3.74
Penn Mutual April 2013 - Present
Concord Wealth Management 2013 - 2014
LEISMAN INSURANCE AGENCY, INC January 2003 - January 2012
The Coyle Company March 1999 - March 2003
INTEGRATED PLANNING SERVICES January 1995 - January 1999
Skills
Computer Proficiency, Disability Insurance, Life Insurance, Health Insurance, Customer Service, Marketing Communications, Compliance, Errors & Omissions, State Licensing, Licensing, New Business Development
Education
University of Massachusetts
BACHELOR OF ARTS & SCIENCE, Psychology
University of Massachusetts Boston
Bachelor of Arts (B.A.), Developmental and Child Psychology, 3.74
Michelle Messere Michelle Messere's Penn Mutual Experience 1986 - 1989
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard January 2010 - Present
Barley Sheaf Players 2011 - 2013
Penn Mutual 1986 - 1989
Skills
Mutual Funds, ETFs, Series 6, Series 7, Risk Management, Asset Allocation, Series 63, Investments, Retirement
Education
Temple University 1979 — 1983
BA, Communications
Vanguard January 2010 - Present
Barley Sheaf Players 2011 - 2013
Penn Mutual 1986 - 1989
Skills
Mutual Funds, ETFs, Series 6, Series 7, Risk Management, Asset Allocation, Series 63, Investments, Retirement
Education
Temple University 1979 — 1983
BA, Communications
Nancy Shreckengast Nancy Shreckengast's Penn Mutual Experience 1990 - 1993
Job Accounting Professional
Industry Accounting
Experience
Bookminders October 2013 - August 2014
Pratt & Whitney 1995 - 2010
Penn Mutual 1990 - 1993
Skills
Microsoft Excel, Microsoft Word, Access, PowerPoint, QuickBooks, Accounting, Finance, Account Reconciliation, Financial Statements
Education
Temple University
Bachelor of Science (BS), Accounting, Magna cum laude
QuickBooks Pro/Premier Certification
2013
Bookminders October 2013 - August 2014
Pratt & Whitney 1995 - 2010
Penn Mutual 1990 - 1993
Skills
Microsoft Excel, Microsoft Word, Access, PowerPoint, QuickBooks, Accounting, Finance, Account Reconciliation, Financial Statements
Education
Temple University
Bachelor of Science (BS), Accounting, Magna cum laude
QuickBooks Pro/Premier Certification
2013
Mike Maynes's Penn Mutual Experience October 2011 - December 2012
Job Regional Sales Director at API Funds & Portfolios
Industry Financial Services
Experience
API Funds & Portfolios February 2013 - Present
Penn Mutual October 2011 - December 2012
AXA Distributors June 2001 - September 2011
Skills
Annuity, Annuities, Series 7, Wholesaling, Retirement Income..., Series 63, Fixed Annuities, Retirement, Wholesale, Variable Annuities, Retirement Planning
Education
General Securities Representative
Series 7 and Series 63
University of New Hampshire 1995 — 1999
Bachelor of Arts, Political Science
Rumson Fair Haven Regional High School 1991 — 1995
API Funds & Portfolios February 2013 - Present
Penn Mutual October 2011 - December 2012
AXA Distributors June 2001 - September 2011
Skills
Annuity, Annuities, Series 7, Wholesaling, Retirement Income..., Series 63, Fixed Annuities, Retirement, Wholesale, Variable Annuities, Retirement Planning
Education
General Securities Representative
Series 7 and Series 63
University of New Hampshire 1995 — 1999
Bachelor of Arts, Political Science
Rumson Fair Haven Regional High School 1991 — 1995
Bill Izor,CLU,ChFC,CFP Bill Izor,CLU,ChFC,CFP's Penn Mutual Experience August 1981 - February 2001
Job Regional Vice President at SBLI of Massachusetts
Industry Insurance
Experience
SBLI of Massachusetts March 2013 - Present
William Izor, CFP December 2012 - March 2013
American Brokerage Centers September 2012 - December 2012
Prudential Financial October 2001 - February 2012
Penn Mutual August 1981 - February 2001
Skills
FINRA Series 7,24,62 &..., Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Life Insurance, Term Life Insurance, Brokers, Series 7, Health Insurance, Retirement Planning, Series 6, Retirement, Series 63, 401k, Underwriting, Mutual Funds, Employee Benefits, Estate Planning, Wealth Management, Securities, Universal Life, Pensions, Investments, Strategic Financial..., Long Term Care Insurance, Whole Life, IRAs, FINRA, Variable Annuities, Investment Advisory, Financial Planners, Asset Allocation, Series 24, Relationship Management, Asset Management, 401k Rollovers, General Insurance, Defined Benefit, Sales Presentations, Account Management, Personal Financial..., Wealth, Financial Services, Critical Illness, Wealth Accumulation, Investment Strategies, Separately Managed..., Health Savings Accounts, Series 65
Education
The American College
SBLI of Massachusetts March 2013 - Present
William Izor, CFP December 2012 - March 2013
American Brokerage Centers September 2012 - December 2012
Prudential Financial October 2001 - February 2012
Penn Mutual August 1981 - February 2001
Skills
FINRA Series 7,24,62 &..., Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Life Insurance, Term Life Insurance, Brokers, Series 7, Health Insurance, Retirement Planning, Series 6, Retirement, Series 63, 401k, Underwriting, Mutual Funds, Employee Benefits, Estate Planning, Wealth Management, Securities, Universal Life, Pensions, Investments, Strategic Financial..., Long Term Care Insurance, Whole Life, IRAs, FINRA, Variable Annuities, Investment Advisory, Financial Planners, Asset Allocation, Series 24, Relationship Management, Asset Management, 401k Rollovers, General Insurance, Defined Benefit, Sales Presentations, Account Management, Personal Financial..., Wealth, Financial Services, Critical Illness, Wealth Accumulation, Investment Strategies, Separately Managed..., Health Savings Accounts, Series 65
Education
The American College
Lynn Pogas Lynn Pogas's Penn Mutual Experience 1988 - 1997
Job ICXC Group, Chief Operating Officer
Industry Insurance
Experience
ICXC GROUP, HATFIELD, PA January 2014 - Present
London Life Reinsurance Co. December 2008 - January 2012
ALICO June 2007 - April 2008
PolySystems, Inc. July 1997 - August 2006
Penn Mutual 1988 - 1997
Skills
FSA, MAAA, Programming Skills, Actuarial, Reinsurance, Insurance, Actuarial Science, Solvency II, Financial Reporting, Health Insurance, Underwriting, Risk Management, Annuities, Financial Analysis, Reserving, Valuation, Mergers, Strategic Planning, Economic Capital, Financial Modeling, Risk, Enterprise Risk..., ALM, Access, Compliance, Analysis, Capital Management, Financial Planning, Research, Excel, Product Development, Problem Solving, Forecasting, Microsoft Office, Budgeting, Business Analysis, Modeling, Word, Due Diligence, Audit, Statistics, Investments, GAAP, Tax, Embedded Value, Stochastic Modeling, General Insurance, Portfolio Management, Capital, Market Risk
Education
Temple University 1984 — 1988
BBA, Actuarial Science
Temple University - Fox School of Business and Management 1984 — 1988
B.B.A., Actuarial Science
Temple University 1984 — 1986
Chemistry - Pre-Medicine, Chemistry, Biology, Calc, Physics
ICXC GROUP, HATFIELD, PA January 2014 - Present
London Life Reinsurance Co. December 2008 - January 2012
ALICO June 2007 - April 2008
PolySystems, Inc. July 1997 - August 2006
Penn Mutual 1988 - 1997
Skills
FSA, MAAA, Programming Skills, Actuarial, Reinsurance, Insurance, Actuarial Science, Solvency II, Financial Reporting, Health Insurance, Underwriting, Risk Management, Annuities, Financial Analysis, Reserving, Valuation, Mergers, Strategic Planning, Economic Capital, Financial Modeling, Risk, Enterprise Risk..., ALM, Access, Compliance, Analysis, Capital Management, Financial Planning, Research, Excel, Product Development, Problem Solving, Forecasting, Microsoft Office, Budgeting, Business Analysis, Modeling, Word, Due Diligence, Audit, Statistics, Investments, GAAP, Tax, Embedded Value, Stochastic Modeling, General Insurance, Portfolio Management, Capital, Market Risk
Education
Temple University 1984 — 1988
BBA, Actuarial Science
Temple University - Fox School of Business and Management 1984 — 1988
B.B.A., Actuarial Science
Temple University 1984 — 1986
Chemistry - Pre-Medicine, Chemistry, Biology, Calc, Physics
Anthony J. Vallos, LUTCF Anthony J. Vallos, LUTCF's Penn Mutual Experience February 2007 - May 2010
Job Personal Financial Representative
Industry Investment Management
Experience
Vallos Financial Services Group August 2011 - Present
Penn Mutual February 2007 - May 2010
The Hartford August 2005 - February 2007
New York Life Insurance Company 2000 - 2005
Paper Chem Sales Inc 1988 - 2000
Skills
Retirement, Wealth, Asset Allocation, Financial Advisory, Disability Insurance, Financial Services, Wealth Accumulation, Insurance, Finance, Retirement Planning, Leadership
Education
The University of Akron 1985 — 1990
BS, Finance
Hoover High School
Vallos Financial Services Group August 2011 - Present
Penn Mutual February 2007 - May 2010
The Hartford August 2005 - February 2007
New York Life Insurance Company 2000 - 2005
Paper Chem Sales Inc 1988 - 2000
Skills
Retirement, Wealth, Asset Allocation, Financial Advisory, Disability Insurance, Financial Services, Wealth Accumulation, Insurance, Finance, Retirement Planning, Leadership
Education
The University of Akron 1985 — 1990
BS, Finance
Hoover High School
Aaron Roby Aaron Roby's Penn Mutual Experience 1999 - 2003
Job MetLife Regional Vice President
Industry Insurance
Experience
MetLife January 2015 - Present
Voya Financial April 2014 - Present
ING U.S. December 2003 - April 2014
Penn Mutual 1999 - 2003
Nationwide Insurance 1995 - 1999
Skills
Sales, Marketing, Customer communications, Account Management, Sales Management, Relationship Management, Insurance, Financial Services, Life Insurance
Education
The Ohio State University 1987 — 1992
BS, Business Administration
The Ohio State University 1987 — 1992
BS, Business Administration
The Ohio State University - The Max M. Fisher College of Business 1987 — 1992
BS, Operations Management
MetLife January 2015 - Present
Voya Financial April 2014 - Present
ING U.S. December 2003 - April 2014
Penn Mutual 1999 - 2003
Nationwide Insurance 1995 - 1999
Skills
Sales, Marketing, Customer communications, Account Management, Sales Management, Relationship Management, Insurance, Financial Services, Life Insurance
Education
The Ohio State University 1987 — 1992
BS, Business Administration
The Ohio State University 1987 — 1992
BS, Business Administration
The Ohio State University - The Max M. Fisher College of Business 1987 — 1992
BS, Operations Management
Paul Tomassini Paul Tomassini's Penn Mutual Experience April 2010 - Present
Job Regional Marketing Director
Industry Insurance
Experience
Penn Mutual April 2010 - Present
The Bostonian Group July 2003 - January 2010
Nationwide Provident December 2000 - July 2003
Education
University of Maine 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Penn Mutual April 2010 - Present
The Bostonian Group July 2003 - January 2010
Nationwide Provident December 2000 - July 2003
Education
University of Maine 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Jeffrey Danielewicz Jeffrey Danielewicz's Penn Mutual Experience June 1986 - January 1988
Job Applications Developer at University of Pennsylvania
Industry Higher Education
Experience
University of Pennsylvania April 2006 - Present
OneBeacon Insurance May 1989 - April 2006
Cittone Institute February 2002 - June 2004
Computer Networking Technologies November 2000 - June 2001
Penn Mutual June 1986 - January 1988
Betz Laboratories 1988 - 1988
Penn Mutual January 1985 - June 1986
The Philadelphia Coca-Cola Bottling Company August 1983 - January 1985
Skills
Microsoft SQL Server, SQL Server, SQL, SSIS, SDLC, Software Project..., Project Management, Integration, Web Development, Web Applications, Business Analysis, Technology Integration, Application Development, System Administration, Requirements Analysis, Analysis, HTML, CSS, IIS, MySQL, VB.NET, Servers, Programming, ASP.NET, Proposal Writing, Financial Analysis, Financial Accounting, Windows Server, Data Analysis, Visio, .NET, Visual Basic, IT Service Management
Education
Temple University - Fox School of Business and Management 1980 — 1983
BBA
Widener University 1978 — 1980
Northeast Catholic High School
University of Pennsylvania April 2006 - Present
OneBeacon Insurance May 1989 - April 2006
Cittone Institute February 2002 - June 2004
Computer Networking Technologies November 2000 - June 2001
Penn Mutual June 1986 - January 1988
Betz Laboratories 1988 - 1988
Penn Mutual January 1985 - June 1986
The Philadelphia Coca-Cola Bottling Company August 1983 - January 1985
Skills
Microsoft SQL Server, SQL Server, SQL, SSIS, SDLC, Software Project..., Project Management, Integration, Web Development, Web Applications, Business Analysis, Technology Integration, Application Development, System Administration, Requirements Analysis, Analysis, HTML, CSS, IIS, MySQL, VB.NET, Servers, Programming, ASP.NET, Proposal Writing, Financial Analysis, Financial Accounting, Windows Server, Data Analysis, Visio, .NET, Visual Basic, IT Service Management
Education
Temple University - Fox School of Business and Management 1980 — 1983
BBA
Widener University 1978 — 1980
Northeast Catholic High School
Andrew Pulini's Penn Mutual Experience April 2011 - August 2011
Job Accounting Analyst at SEI
Industry Real Estate
Experience
SEI March 2013 - Present
Prudential Financial May 2012 - November 2012
Penn Mutual April 2011 - August 2011
Skills
Leadership, Management, Finance, Investments, Marketing, Accounting, Customer Service, PowerPoint, Mutual Funds, Financial Analysis, Cold Calling, Photoshop, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Advisory, Financial Modeling, Outlook, Financial Reporting, Sales
Education
Temple University - Fox School of Business and Management 2007 — 2012
BA, Marketing, Real Estate, 3.75
SEI March 2013 - Present
Prudential Financial May 2012 - November 2012
Penn Mutual April 2011 - August 2011
Skills
Leadership, Management, Finance, Investments, Marketing, Accounting, Customer Service, PowerPoint, Mutual Funds, Financial Analysis, Cold Calling, Photoshop, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Advisory, Financial Modeling, Outlook, Financial Reporting, Sales
Education
Temple University - Fox School of Business and Management 2007 — 2012
BA, Marketing, Real Estate, 3.75
Andrew Hallsworth Andrew Hallsworth's Penn Mutual Experience September 2013 - Present
Job Director and Actuary, Life Pricing at Penn Mutual
Industry Financial Services
Experience
Penn Mutual September 2013 - Present
Nationwide Financial February 2011 - August 2013
Nationwide Financial 2006 - 2011
Nationwide Financial 2004 - 2006
Nationwide Financial 2003 - 2004
Nationwide Financial 2001 - 2003
University of Florida 1998 - 2001
University of the West Indies 1996 - 1998
Skills
Actuarial, Insurance, Actuarial Science, FSA, Actuaries, Life Insurance, VBA, Term Life Insurance, Pricing, Valuation, Whole Life, Financial Analysis, Universal Life, Analysis, Economic Capital, Financial Services, Strategic Financial..., Quantitative Finance, Retirement Planning
Education
University of Florida 1998 — 2001
MSc, Mathematics
University of the West Indies 1992 — 1998
MPhil & BSc, Mathematics
Penn Mutual September 2013 - Present
Nationwide Financial February 2011 - August 2013
Nationwide Financial 2006 - 2011
Nationwide Financial 2004 - 2006
Nationwide Financial 2003 - 2004
Nationwide Financial 2001 - 2003
University of Florida 1998 - 2001
University of the West Indies 1996 - 1998
Skills
Actuarial, Insurance, Actuarial Science, FSA, Actuaries, Life Insurance, VBA, Term Life Insurance, Pricing, Valuation, Whole Life, Financial Analysis, Universal Life, Analysis, Economic Capital, Financial Services, Strategic Financial..., Quantitative Finance, Retirement Planning
Education
University of Florida 1998 — 2001
MSc, Mathematics
University of the West Indies 1992 — 1998
MPhil & BSc, Mathematics
Gabriel Mizrahi Gabriel Mizrahi's Penn Mutual Experience 2002 - 2006
Job Registered Principal MassMutual New York Metro
Industry Financial Services
Experience
MassMutual - New York Meto 2012 - Present
MetLife 2008 - 2012
Lincoln Financial Group 2006 - 2008
Penn Mutual 2002 - 2006
PwC 1998 - 2001
Israeli Defense Forces (IDF) September 1986 - September 1989
Skills
Retirement, Long Term Care Insurance, Disability Insurance, Strategic Financial..., Accounting, Personal Financial..., Small Business..., Fixed Annuities, Retirement Planning, IRAs, Life Insurance, Mutual Funds, 401k, Financial Goals, Wealth Management
Education
Temple University
Bachelor of Arts (BA), Economics, Accounting, Finance
MassMutual - New York Meto 2012 - Present
MetLife 2008 - 2012
Lincoln Financial Group 2006 - 2008
Penn Mutual 2002 - 2006
PwC 1998 - 2001
Israeli Defense Forces (IDF) September 1986 - September 1989
Skills
Retirement, Long Term Care Insurance, Disability Insurance, Strategic Financial..., Accounting, Personal Financial..., Small Business..., Fixed Annuities, Retirement Planning, IRAs, Life Insurance, Mutual Funds, 401k, Financial Goals, Wealth Management
Education
Temple University
Bachelor of Arts (BA), Economics, Accounting, Finance
Deborah Moore's Penn Mutual Experience 1984 - 1986
Job Vice President, Corporate Communications, at Cubist Media Group
Industry Public Relations and Communications
Experience
Cubist Media Group July 2004 - Present
CPCU Society August 2001 - June 2004
CDNow 1999 - 2001
SmithKline Beecham February 1991 - November 1999
Penn Mutual 1984 - 1986
Blue Cross 1983 - 1986
Skills
Media Relations, Corporate Communications, Public Relations, Marketing Communications, Presentation Development, Internal Communications, Strategic Communications, Speech Writing, Crisis Communications, Copywriting, Social Media, Press Releases, Social Media Marketing, Editing, Newsletters, Communications Planning, Publications, Marketing, Video Production, Video
Education
Temple University 1975 — 1979
B.A., Journalism
Cubist Media Group July 2004 - Present
CPCU Society August 2001 - June 2004
CDNow 1999 - 2001
SmithKline Beecham February 1991 - November 1999
Penn Mutual 1984 - 1986
Blue Cross 1983 - 1986
Skills
Media Relations, Corporate Communications, Public Relations, Marketing Communications, Presentation Development, Internal Communications, Strategic Communications, Speech Writing, Crisis Communications, Copywriting, Social Media, Press Releases, Social Media Marketing, Editing, Newsletters, Communications Planning, Publications, Marketing, Video Production, Video
Education
Temple University 1975 — 1979
B.A., Journalism
Edward Nevins Edward Nevins's Penn Mutual Experience 1988 - 1992
Job Consultant & Interim CFO at Raven & Lily
Industry Accounting
Experience
NF Consulting July 2014 - Present
ISS Facility Services A.E December 2010 - July 2014
Mercury LDO Reprographics October 2006 - July 2010
Bentley Graphic Communications, Inc 2004 - 2006
Pep Boys 1998 - 2004
AmeriSpan Study Abroad 1996 - 1998
Penn Mutual 1988 - 1992
Skills
Financial Reporting, Forecasting, Accounting, Sarbanes-Oxley Act, Internal Controls, Budgets, Accounts Receivable, Credit, Auditing, GAAP, Finance, Financial Analysis, Accounts Payable, Team Building, Treasury, Financial Accounting, Process Improvement, Integration, Leadership, Analysis, General Ledger
Education
Temple University - Fox School of Business and Management
BA, Accounting
NF Consulting July 2014 - Present
ISS Facility Services A.E December 2010 - July 2014
Mercury LDO Reprographics October 2006 - July 2010
Bentley Graphic Communications, Inc 2004 - 2006
Pep Boys 1998 - 2004
AmeriSpan Study Abroad 1996 - 1998
Penn Mutual 1988 - 1992
Skills
Financial Reporting, Forecasting, Accounting, Sarbanes-Oxley Act, Internal Controls, Budgets, Accounts Receivable, Credit, Auditing, GAAP, Finance, Financial Analysis, Accounts Payable, Team Building, Treasury, Financial Accounting, Process Improvement, Integration, Leadership, Analysis, General Ledger
Education
Temple University - Fox School of Business and Management
BA, Accounting
Kevin E. Baldwin, CLU, ChFC, CAP Kevin E. Baldwin, CLU, ChFC, CAP's Penn Mutual Experience 1975 - 1992
Job Managing Partner at B&L Financial Architects
Industry Financial Services
Experience
OneAmerica Securities 2010 - Present
B&L Financial Architects, LLC 2009 - Present
MassMutual June 2001 - September 2009
Aetna Life 1994 - 2001
Penn Mutual 1975 - 1992
Education
University of Connecticut 1970 — 1981
BS, History and Political Science
OneAmerica Securities 2010 - Present
B&L Financial Architects, LLC 2009 - Present
MassMutual June 2001 - September 2009
Aetna Life 1994 - 2001
Penn Mutual 1975 - 1992
Education
University of Connecticut 1970 — 1981
BS, History and Political Science
David Golder David Golder's Penn Mutual Experience 2004 - 2008
Job Sales Vice President at Midland National Life
Industry Financial Services
Experience
Midland National Life Insurance Company® 2009 - Present
Nationwide Financial 2008 - 2009
Penn Mutual 2004 - 2008
RBC Wealth Management 2000 - 2004
Highland Capital Brokerage 1998 - 2000
Skills
Fixed Annuities, Insurance, Sales, Business Planning, Life Insurance, Retirement Planning, Long-term Care, Wealth Management, Estate Planning, Series 63, Investments, Mutual Funds, Series 7, Sales Management
Education
University of Oregon 1988 — 1993
Bachelor of Science, Finance
Midland National Life Insurance Company® 2009 - Present
Nationwide Financial 2008 - 2009
Penn Mutual 2004 - 2008
RBC Wealth Management 2000 - 2004
Highland Capital Brokerage 1998 - 2000
Skills
Fixed Annuities, Insurance, Sales, Business Planning, Life Insurance, Retirement Planning, Long-term Care, Wealth Management, Estate Planning, Series 63, Investments, Mutual Funds, Series 7, Sales Management
Education
University of Oregon 1988 — 1993
Bachelor of Science, Finance
Keri Kutakoff's Penn Mutual Experience August 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Penn Mutual August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Bear Stearns & Company 2003 - 2005
Oppenheimer & Co. Inc. 1994 - 2003
Skills
Investment Management, Marketing, Business development,..., Marketing Communications, Public Relations, Strategic Planning, Marketing Strategy, Financial Analysis, Management, Finance, Mutual Funds, Leadership, Strategy, Customer Service, Product Management
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1993
Bachelor of Business Administration (BBA), Marketing
University of Delaware - Lerner College of Business and Economics
Penn Mutual August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Bear Stearns & Company 2003 - 2005
Oppenheimer & Co. Inc. 1994 - 2003
Skills
Investment Management, Marketing, Business development,..., Marketing Communications, Public Relations, Strategic Planning, Marketing Strategy, Financial Analysis, Management, Finance, Mutual Funds, Leadership, Strategy, Customer Service, Product Management
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1993
Bachelor of Business Administration (BBA), Marketing
University of Delaware - Lerner College of Business and Economics
Thomas H. Harris, CLU, ChFC, FLMI Thomas H. Harris, CLU, ChFC, FLMI's Penn Mutual Experience July 2013 - Present
Job Executive Vice President, Distribution at Penn Mutual
Industry Insurance
Experience
Penn Mutual July 2013 - Present
Penn Mutual August 2009 - June 2013
Prudential Individual Life Insurance July 1984 - August 2009
Education
Temple University
Bachelor's degree, Actuarial Science
Penn Mutual July 2013 - Present
Penn Mutual August 2009 - June 2013
Prudential Individual Life Insurance July 1984 - August 2009
Education
Temple University
Bachelor's degree, Actuarial Science
Steven Pelzer Steven Pelzer's Penn Mutual Experience July 2012 - March 2014
Job Assistant Operations Manager
Industry Investment Management
Experience
Penn Mutual July 2012 - March 2014
UBS July 2006 - July 2012
Morgan Stanley July 2004 - July 2006
Deutsche Bank August 1981 - April 2003
Education
Towson University
Bachelor's Degree, Business Administration
Penn Mutual July 2012 - March 2014
UBS July 2006 - July 2012
Morgan Stanley July 2004 - July 2006
Deutsche Bank August 1981 - April 2003
Education
Towson University
Bachelor's Degree, Business Administration
Ed Rainier, MBA Ed Rainier, MBA's Penn Mutual Experience June 2006 - May 2007
Job Financial Specialist. See for networking/selling/job hunting tips look at postings. 5900+ contacts/4,700+ followers.
Industry Financial Services
Experience
Nationwide Financial Network Cell# 302-723-2388 rainiee@nationwide.com February 2008 - Present
Guardian Life July 2007 - January 2008
Penn Mutual June 2006 - May 2007
ING October 2003 - December 2005
ING Annuities April 1998 - September 2003
Delmarva Financial Services February 1997 - April 1998
Agency Development, Inc. January 1996 - January 1997
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Marketing, Social Networking, Insurance, Term Life Insurance, Business Continuity, Business Networking, Email Marketing, Personal Finance, Strategy, Jobhunting networking, Small Business, Networking, Coaching, Sales Management, Selling, Relationship Building, Buy-sell Agreements, Key Person Insurance, Building Relationships, Process Improvement, Cold Calling, Cross Selling, Sales Presentations, Business Relationship..., Direct Sales, Sales Process, Consulting, Retirement Savings, Permanent Life Insurance, Licensed Life Insurance..., Financial Goals, Employee Benefits, Saving for Education, Universal Life, Forecasting, Income Protection, Succession Planning, Financial Education, Outside Sales, Financial Coaching, Retirement, Finance, Critical Illness
Education
University of Delaware 1992 — 1994
MBA, Business - Finance/Investments
University of Delaware 1985 — 1990
BSBA, Business Administration
Brandywine High School 1982 — 1985
High School, College Prep.
Nationwide Financial Network Cell# 302-723-2388 rainiee@nationwide.com February 2008 - Present
Guardian Life July 2007 - January 2008
Penn Mutual June 2006 - May 2007
ING October 2003 - December 2005
ING Annuities April 1998 - September 2003
Delmarva Financial Services February 1997 - April 1998
Agency Development, Inc. January 1996 - January 1997
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Marketing, Social Networking, Insurance, Term Life Insurance, Business Continuity, Business Networking, Email Marketing, Personal Finance, Strategy, Jobhunting networking, Small Business, Networking, Coaching, Sales Management, Selling, Relationship Building, Buy-sell Agreements, Key Person Insurance, Building Relationships, Process Improvement, Cold Calling, Cross Selling, Sales Presentations, Business Relationship..., Direct Sales, Sales Process, Consulting, Retirement Savings, Permanent Life Insurance, Licensed Life Insurance..., Financial Goals, Employee Benefits, Saving for Education, Universal Life, Forecasting, Income Protection, Succession Planning, Financial Education, Outside Sales, Financial Coaching, Retirement, Finance, Critical Illness
Education
University of Delaware 1992 — 1994
MBA, Business - Finance/Investments
University of Delaware 1985 — 1990
BSBA, Business Administration
Brandywine High School 1982 — 1985
High School, College Prep.
Charles Santos, CLU Charles Santos, CLU's Penn Mutual Experience September 2012 - Present
Job Regional Marketing Director
Industry Financial Services
Experience
Penn Mutual September 2012 - Present
Hornor Townsend & Kent November 2013 - Present
OC Wealth Advisors Insurance Services August 2011 - October 2013
Pacific Life July 2001 - March 2011
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Estate Planning, Insurance, Small Business, Wealth Management, Retirement, Financial Advisory, Succession Planning, Business Planning, Strategic Financial...
Education
University of California, Irvine 1995 — 1999
Penn Mutual September 2012 - Present
Hornor Townsend & Kent November 2013 - Present
OC Wealth Advisors Insurance Services August 2011 - October 2013
Pacific Life July 2001 - March 2011
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Estate Planning, Insurance, Small Business, Wealth Management, Retirement, Financial Advisory, Succession Planning, Business Planning, Strategic Financial...
Education
University of California, Irvine 1995 — 1999
Emily Beal, MS's Penn Mutual Experience January 2010 - July 2012
Job
Industry Market Research
Experience
Market Directions Boston January 2013 - Present
TNS Infratest - Munich, Germany September 2005 - Present
Penn Mutual January 2010 - July 2012
TNS North America December 2003 - September 2005
IBM January 2002 - December 2003
Digitas April 1998 - April 2001
New England Financial February 1986 - March 1998
Skills
Competitive Intelligence, Segmentation, Market Research, Competitive Analysis, Analytics, Marketing Research, Data Analysis, Market Intelligence, Customer Insight, Business Strategy, Marketing Strategy, Marketing, Insurance, Quantitative Research, Business Development, Qualitative Research, Analysis, Focus Groups, Strategic Planning
Education
Tufts University
MS, Master of Science in Public Health
Tufts University
Bachelor's degree, Social Psychology
Market Directions Boston January 2013 - Present
TNS Infratest - Munich, Germany September 2005 - Present
Penn Mutual January 2010 - July 2012
TNS North America December 2003 - September 2005
IBM January 2002 - December 2003
Digitas April 1998 - April 2001
New England Financial February 1986 - March 1998
Skills
Competitive Intelligence, Segmentation, Market Research, Competitive Analysis, Analytics, Marketing Research, Data Analysis, Market Intelligence, Customer Insight, Business Strategy, Marketing Strategy, Marketing, Insurance, Quantitative Research, Business Development, Qualitative Research, Analysis, Focus Groups, Strategic Planning
Education
Tufts University
MS, Master of Science in Public Health
Tufts University
Bachelor's degree, Social Psychology
Shayan Bhowal's Penn Mutual Experience January 2010 - February 2011
Job Compensation Analyst at A+E Networks
Industry Human Resources
Experience
A+E Networks November 2014 - Present
Mercer February 2013 - November 2014
Insurope May 2011 - February 2013
Penn Mutual January 2010 - February 2011
Penn Mutual May 2009 - September 2009
Town of Rocky Hill, CT May 2008 - August 2008
Town of Rocky Hill May 2007 - August 2007
Skills
HR Consulting, Survey Methodology, Compensation & Benefits..., Benchmarking, Compensations, Wealth Management, Finance, Health Insurance, Series 63, Life Insurance, Retirement Planning, Analytics, Microsoft Excel
Education
University of Connecticut 2005 — 2009
BA, Major: Economics, Minor: Chemistry
A+E Networks November 2014 - Present
Mercer February 2013 - November 2014
Insurope May 2011 - February 2013
Penn Mutual January 2010 - February 2011
Penn Mutual May 2009 - September 2009
Town of Rocky Hill, CT May 2008 - August 2008
Town of Rocky Hill May 2007 - August 2007
Skills
HR Consulting, Survey Methodology, Compensation & Benefits..., Benchmarking, Compensations, Wealth Management, Finance, Health Insurance, Series 63, Life Insurance, Retirement Planning, Analytics, Microsoft Excel
Education
University of Connecticut 2005 — 2009
BA, Major: Economics, Minor: Chemistry
Jack Cintorino Jack Cintorino's Penn Mutual Experience 1996 - 2000
Job Regional Vice President
Industry Financial Services
Experience
AXA Equitable October 2012 - Present
Allstate May 2009 - February 2012
Genworth June 2007 - February 2009
Ohio National 2004 - 2007
Allianz 2000 - 2004
Penn Mutual 1996 - 2000
Travelers Insurance 1982 - 1996
Skills
Series 7, Series 63, Annuities, Series 6, Sales Management, Insurance, Business Planning, Coaching, Team Building, New Business Development, Marketing Strategy, Succession Planning, Mentoring, Public Speaking, Estate Planning, Fixed Annuities, Long-term Care, Retirement Planning, Selling, 401k, IRAs, Retirement, Sales, Life Insurance, Mutual Funds, FINRA, Variable Annuities, Asset Allocation, Securities, Financial Planners, Wealth Management, Investments, Financial Advisory, Financial Planning
Education
Touro College Jacob D. Fuchsberg Law Center 1983 — 1987
JD, Law
Stony Brook University 1976 — 1980
BA, Political Science
AXA Equitable October 2012 - Present
Allstate May 2009 - February 2012
Genworth June 2007 - February 2009
Ohio National 2004 - 2007
Allianz 2000 - 2004
Penn Mutual 1996 - 2000
Travelers Insurance 1982 - 1996
Skills
Series 7, Series 63, Annuities, Series 6, Sales Management, Insurance, Business Planning, Coaching, Team Building, New Business Development, Marketing Strategy, Succession Planning, Mentoring, Public Speaking, Estate Planning, Fixed Annuities, Long-term Care, Retirement Planning, Selling, 401k, IRAs, Retirement, Sales, Life Insurance, Mutual Funds, FINRA, Variable Annuities, Asset Allocation, Securities, Financial Planners, Wealth Management, Investments, Financial Advisory, Financial Planning
Education
Touro College Jacob D. Fuchsberg Law Center 1983 — 1987
JD, Law
Stony Brook University 1976 — 1980
BA, Political Science
Daniel J. Higgins Daniel J. Higgins's Penn Mutual Experience October 2008 - September 2010
Job I am in the business of helping insurance professionals add productivity and profits to their bottom line.
Industry Financial Services
Experience
Fortress Brokerage Solutions September 2013 - Present
Legacy Partners of Georgia February 2011 - September 2013
Sterling Insurance, A Windsor Health Group Company March 2012 - May 2013
Bankers Life and Casualty March 2011 - March 2012
The Guardian Life Insurance Company September 2010 - February 2011
Penn Mutual October 2008 - September 2010
MetLife Financial Services May 2004 - October 2008
New York Life Insurance Company 2002 - 2004
Woodstock Financial Group, Inc. 1993 - 1995
Skills
Branch Management, Sales Recruitment, Sales Coach, Sales Management, Sales Improvement, Training/Mentoring, Wealth Management, Sales Team Training, Team Building, Call Center Development, Investment Strategies, Equity Trading, Insurance Planning, Financial Services, Medicare Supplements, Performance Improvement, Securities, Retirement Planning, Medicare, Financial Planning, Investments, Recruiting, Training, Strategic Financial..., Financial Planners, Sales, Insurance, Life Insurance, Long Term Care Insurance, Management Consulting, General Insurance, Term Life Insurance, Fixed Annuities, Executive Management, Business Development, Management, Selling, Risk Management, Sales Process, Coaching, Leadership, Cross-functional Team..., Employee Benefits, Disability Insurance, Long-term Care, Whole Life, Retirement, Finance
Education
The American College 2004 — 2010
CLU, ChFc & CFP
State University of New York at Oswego 1979 — 1984
BA, Political Science
Fortress Brokerage Solutions September 2013 - Present
Legacy Partners of Georgia February 2011 - September 2013
Sterling Insurance, A Windsor Health Group Company March 2012 - May 2013
Bankers Life and Casualty March 2011 - March 2012
The Guardian Life Insurance Company September 2010 - February 2011
Penn Mutual October 2008 - September 2010
MetLife Financial Services May 2004 - October 2008
New York Life Insurance Company 2002 - 2004
Woodstock Financial Group, Inc. 1993 - 1995
Skills
Branch Management, Sales Recruitment, Sales Coach, Sales Management, Sales Improvement, Training/Mentoring, Wealth Management, Sales Team Training, Team Building, Call Center Development, Investment Strategies, Equity Trading, Insurance Planning, Financial Services, Medicare Supplements, Performance Improvement, Securities, Retirement Planning, Medicare, Financial Planning, Investments, Recruiting, Training, Strategic Financial..., Financial Planners, Sales, Insurance, Life Insurance, Long Term Care Insurance, Management Consulting, General Insurance, Term Life Insurance, Fixed Annuities, Executive Management, Business Development, Management, Selling, Risk Management, Sales Process, Coaching, Leadership, Cross-functional Team..., Employee Benefits, Disability Insurance, Long-term Care, Whole Life, Retirement, Finance
Education
The American College 2004 — 2010
CLU, ChFc & CFP
State University of New York at Oswego 1979 — 1984
BA, Political Science
Julia Knable Julia Knable's Penn Mutual Experience May 2014 - August 2014
Job Student Assistant at Temple University – Fox School – Management Information Systems
Industry Financial Services
Experience
Temple University – Fox School – Management Information Systems August 2015 - Present
Temple University August 2014 - Present
Temple University August 2013 - Present
J.P. Morgan June 2015 - August 2015
Wolters Kluwer Health January 2015 - May 2015
Penn Mutual May 2014 - August 2014
Temple University March 2013 - August 2014
Green Philly Blog January 2014 - May 2014
Temple University December 2013 - May 2014
TerraCycle May 2013 - August 2013
Skills
Social Media, Google Analytics, Microsoft Office, WordPress, Leadership, Public Speaking, Marketing Communications, MySQL, Customer Service, Time Management, Microsoft Word, Team Leadership, Community Outreach, Marketing, Teamwork, Outlook, PowerPoint, Sales, Facebook, Problem Solving, Social Networking, Research, Social Media Marketing, Project Management, VMware, Event Planning, HootSuite, Blogging, SAS, SAP
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Management Information Systems, General
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Palisades High School
High School Degree
Temple University – Fox School – Management Information Systems August 2015 - Present
Temple University August 2014 - Present
Temple University August 2013 - Present
J.P. Morgan June 2015 - August 2015
Wolters Kluwer Health January 2015 - May 2015
Penn Mutual May 2014 - August 2014
Temple University March 2013 - August 2014
Green Philly Blog January 2014 - May 2014
Temple University December 2013 - May 2014
TerraCycle May 2013 - August 2013
Skills
Social Media, Google Analytics, Microsoft Office, WordPress, Leadership, Public Speaking, Marketing Communications, MySQL, Customer Service, Time Management, Microsoft Word, Team Leadership, Community Outreach, Marketing, Teamwork, Outlook, PowerPoint, Sales, Facebook, Problem Solving, Social Networking, Research, Social Media Marketing, Project Management, VMware, Event Planning, HootSuite, Blogging, SAS, SAP
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Management Information Systems, General
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Palisades High School
High School Degree
Allan Sternberg Allan Sternberg's Penn Mutual Experience July 2008 - Present
Job AVP, Professional & Practice Development at Penn Mutual
Industry Insurance
Experience
Penn Mutual July 2008 - Present
Skills
Insurance, Life Insurance, Marketing, Retirement Planning, Disability Insurance, Financial Services, Retirement, Financial Planning, Strategic Planning
Education
SUNY Albany 1984 — 1986
Bachelor of Science (BS), Marketing
Penn Mutual July 2008 - Present
Skills
Insurance, Life Insurance, Marketing, Retirement Planning, Disability Insurance, Financial Services, Retirement, Financial Planning, Strategic Planning
Education
SUNY Albany 1984 — 1986
Bachelor of Science (BS), Marketing
Brian Lee, ChFC, CFP®'s Penn Mutual Experience 1996 - 2002
Job General Agent at MassMutual Greater Los Angeles
Industry Financial Services
Experience
MassMutual Greater Los Angeles June 2012 - Present
MassMutual Financial Group August 2002 - June 2012
Penn Mutual 1996 - 2002
Skills
Retirement, Strategic Financial..., Financial Services, Retirement Planning, Employee Benefits, Insurance, Fixed Annuities, Disability Insurance, Life Insurance, 401k, Series 6, Long Term Care Insurance, Series 7, Mutual Funds, Investments, Long-term Care, Series 63, Equities, IRAs, Wealth Management, Estate Planning
Education
Truman State University
Bachelor's Degree, Finance
University of Missouri-Columbia, College of Business 1992 — 1994
Bachelor's Degree, Finance
MassMutual Greater Los Angeles June 2012 - Present
MassMutual Financial Group August 2002 - June 2012
Penn Mutual 1996 - 2002
Skills
Retirement, Strategic Financial..., Financial Services, Retirement Planning, Employee Benefits, Insurance, Fixed Annuities, Disability Insurance, Life Insurance, 401k, Series 6, Long Term Care Insurance, Series 7, Mutual Funds, Investments, Long-term Care, Series 63, Equities, IRAs, Wealth Management, Estate Planning
Education
Truman State University
Bachelor's Degree, Finance
University of Missouri-Columbia, College of Business 1992 — 1994
Bachelor's Degree, Finance
Jennifer Duncan Jennifer Duncan's Penn Mutual Experience June 2011 - August 2012
Job Marketing Manager at Acesse Corporation
Industry Marketing and Advertising
Experience
Acesse Corporation March 2014 - Present
First Financial Merchant Services January 2013 - March 2014
Ecessa Corporation September 2012 - December 2012
Penn Mutual June 2011 - August 2012
SECURE ITnet September 2010 - May 2011
Skills
Marketing Communications, Social Media, Marketing Strategy, Marketing, Email Marketing, Strategic Planning, Event Planning, Social Media Marketing, Online Advertising, Life Insurance, Sales, Market Research, SEO, Insurance, Advertising, New Business Development, Social Networking, Event Management, Project Management, Marketing Management, Public Relations, Strategy, Management, Business Planning, Integrated Marketing, Product Management, Leadership
Education
University of Minnesota - Carlson School of Management
Bachelor of Applied Science (B.A.Sc.), Marketing
Acesse Corporation March 2014 - Present
First Financial Merchant Services January 2013 - March 2014
Ecessa Corporation September 2012 - December 2012
Penn Mutual June 2011 - August 2012
SECURE ITnet September 2010 - May 2011
Skills
Marketing Communications, Social Media, Marketing Strategy, Marketing, Email Marketing, Strategic Planning, Event Planning, Social Media Marketing, Online Advertising, Life Insurance, Sales, Market Research, SEO, Insurance, Advertising, New Business Development, Social Networking, Event Management, Project Management, Marketing Management, Public Relations, Strategy, Management, Business Planning, Integrated Marketing, Product Management, Leadership
Education
University of Minnesota - Carlson School of Management
Bachelor of Applied Science (B.A.Sc.), Marketing
John M Rauch's Penn Mutual Experience March 1989 - March 1990
Job Strategically coaching individuals and organizations toward improved outcomes and greater profit.
Industry Executive Office
Experience
Villager Communications Inc October 1992 - Present
Your Next Life August 2003 - Present
Minnesota Christian Chronicle 1998 - 1999
Northwest Airlines April 1990 - October 1992
Penn Mutual March 1989 - March 1990
Offerman & Company Inc October 1987 - March 1990
Skills
Leadership, Strategic Planning, Marketing, Budgets, Organizational..., Negotiation, Finance, Purchasing, Business Coaching, Life Coaching, Publishing, Newspapers, Publishing Technology, Leadership Development, New Business Development, Business Development, Sales, Analysis, Small Business, Human Resources, Social Media, Marketing Communications, Management, Social Networking, Coaching, Strategy, Marketing Strategy, Customer Service
Education
University of Minnesota-Twin Cities 1981 — 1987
Bachelor of Individualized Studies, International Business
Villager Communications Inc October 1992 - Present
Your Next Life August 2003 - Present
Minnesota Christian Chronicle 1998 - 1999
Northwest Airlines April 1990 - October 1992
Penn Mutual March 1989 - March 1990
Offerman & Company Inc October 1987 - March 1990
Skills
Leadership, Strategic Planning, Marketing, Budgets, Organizational..., Negotiation, Finance, Purchasing, Business Coaching, Life Coaching, Publishing, Newspapers, Publishing Technology, Leadership Development, New Business Development, Business Development, Sales, Analysis, Small Business, Human Resources, Social Media, Marketing Communications, Management, Social Networking, Coaching, Strategy, Marketing Strategy, Customer Service
Education
University of Minnesota-Twin Cities 1981 — 1987
Bachelor of Individualized Studies, International Business
James A. Clary, CLU, ChFC, MSM's Penn Mutual Experience October 1987 - January 2008
Job Building our Firm One Advisor at a Time!
Industry Financial Services
Experience
KeyAdvisors KeyAdvisors Charitable Foundation, Inc. Society Of Financial Awareness October 2013 - Present
National Life Group July 2008 - September 2013
Narrow Path Financial Group February 2008 - June 2008
Independence Financial Associates, An Agency of Penn Mutual August 2006 - January 2008
Penn Mutual October 1987 - January 2008
American International Group January 1987 - October 1987
Philadelphia Life Insurance Company January 1981 - December 1986
Skills
Insurance, Life Insurance, Recruiting, Fixed Annuities, Disability Insurance, Training
Education
The American College 2005 — 2006
Master of Science
Villanova University 1979 — 1983
Bachelor of Science
KeyAdvisors KeyAdvisors Charitable Foundation, Inc. Society Of Financial Awareness October 2013 - Present
National Life Group July 2008 - September 2013
Narrow Path Financial Group February 2008 - June 2008
Independence Financial Associates, An Agency of Penn Mutual August 2006 - January 2008
Penn Mutual October 1987 - January 2008
American International Group January 1987 - October 1987
Philadelphia Life Insurance Company January 1981 - December 1986
Skills
Insurance, Life Insurance, Recruiting, Fixed Annuities, Disability Insurance, Training
Education
The American College 2005 — 2006
Master of Science
Villanova University 1979 — 1983
Bachelor of Science
Derek Cherney Derek Cherney's Penn Mutual Experience February 2011 - February 2014
Job Financial Services Professional, Investment Advisor Representative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group February 2014 - Present
Penn Mutual February 2011 - February 2014
MetLife September 2008 - January 2011
Topdot Mortgage 2006 - 2008
First Republic Mortgage 2005 - 2007
Skills
Retirement Planning, Retirement, Estate Planning, Wealth Accumulation, Employee Benefits, Insurance, Small Business, Succession Planning, Protection
Education
Stony Brook University 1997 — 2002
Political Science
Garden City High School 1993 — 1997
MassMutual Financial Group February 2014 - Present
Penn Mutual February 2011 - February 2014
MetLife September 2008 - January 2011
Topdot Mortgage 2006 - 2008
First Republic Mortgage 2005 - 2007
Skills
Retirement Planning, Retirement, Estate Planning, Wealth Accumulation, Employee Benefits, Insurance, Small Business, Succession Planning, Protection
Education
Stony Brook University 1997 — 2002
Political Science
Garden City High School 1993 — 1997
Hall Crawford Hall Crawford's Penn Mutual Experience July 2014 - Present
Job Internal Marketing Representative at Penn Mutual, Licensed Life and Health Agent
Industry Marketing and Advertising
Experience
Penn Mutual July 2014 - Present
Post Properties September 2013 - July 2014
Lamp Post Group July 2012 - July 2014
MillerCoors May 2008 - July 2011
Skills
3PL, Transportation, Logistics, Logistics Management, Sales, Cold Calling, Supply Chain Management, Shipping, Account Management, Customer Service, Supply Chain, New Business Development, Negotiation, Marketing, Microsoft Office, LTL, Microsoft Word, PowerPoint, Operations Management, Customer Satisfaction, Transportation..., Social Media, Teamwork, Microsoft Excel, B2B, Magento, E-commerce SEO, E-commerce Optimization, Conversion Optimization, Contract Negotiation, Leadership, Social Networking, Inventory Management, Sales Management, Sales Operations, Freight, Direct Sales
Education
University of Alabama 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing and Sales
Penn Mutual July 2014 - Present
Post Properties September 2013 - July 2014
Lamp Post Group July 2012 - July 2014
MillerCoors May 2008 - July 2011
Skills
3PL, Transportation, Logistics, Logistics Management, Sales, Cold Calling, Supply Chain Management, Shipping, Account Management, Customer Service, Supply Chain, New Business Development, Negotiation, Marketing, Microsoft Office, LTL, Microsoft Word, PowerPoint, Operations Management, Customer Satisfaction, Transportation..., Social Media, Teamwork, Microsoft Excel, B2B, Magento, E-commerce SEO, E-commerce Optimization, Conversion Optimization, Contract Negotiation, Leadership, Social Networking, Inventory Management, Sales Management, Sales Operations, Freight, Direct Sales
Education
University of Alabama 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing and Sales
Michael D. Sarver Michael D. Sarver's Penn Mutual Experience January 2000 - Present
Job 21st Century Financial, President/CEO
Industry Financial Services
Experience
Penn Mutual January 2000 - Present
Hornor Townsend & Kent January 2000 - Present
21st Century Financial January 1996 - Present
MDRT January 1991 - Present
Skills
Wealth Management, Retirement, Fixed Annuities
Education
The University of Akron 1987 — 1991
Bachelor’s Degree, Finance
Penn Mutual January 2000 - Present
Hornor Townsend & Kent January 2000 - Present
21st Century Financial January 1996 - Present
MDRT January 1991 - Present
Skills
Wealth Management, Retirement, Fixed Annuities
Education
The University of Akron 1987 — 1991
Bachelor’s Degree, Finance
Gene Coney Gene Coney's Penn Mutual Experience July 1999 - July 2003
Job Agent with New York Life helping families, business owners and retirees develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - Present
Farmers Insurance July 2003 - July 2013
Penn Mutual July 1999 - July 2003
Zurich North America 1991 - 1999
AIG 1988 - 1991
The Argonaut Insurance Company 1978 - 1988
Skills
Account Management, Licensed Life and..., Business and Insurance..., Business Networking, Customer Retention, Service Delivery, Retirement Planning
Education
Trinity College-Hartford 1969 — 1973
Bachelor's Degree, Economics
New York Life Insurance Company January 2014 - Present
Farmers Insurance July 2003 - July 2013
Penn Mutual July 1999 - July 2003
Zurich North America 1991 - 1999
AIG 1988 - 1991
The Argonaut Insurance Company 1978 - 1988
Skills
Account Management, Licensed Life and..., Business and Insurance..., Business Networking, Customer Retention, Service Delivery, Retirement Planning
Education
Trinity College-Hartford 1969 — 1973
Bachelor's Degree, Economics
Amro Galal Amro Galal's Penn Mutual Experience July 2009 - June 2010
Job Production Supervisor at KIK Custom Products
Industry Consumer Goods
Experience
KIK Custom Products June 2014 - Present
Apex Tool Group, LLC September 2012 - May 2014
Intertek May 2012 - August 2012
Penn Mutual July 2009 - June 2010
Raymour & Flanigan Furniture July 2008 - July 2009
Raymour & Flanigan Furniture February 2008 - April 2008
Raymour & Flanigan Furniture December 2007 - April 2008
Skills
Supply Chain Management, Lean Manufacturing, Manufacturing, Forecasting, 5S, SAP, Kanban, Strategic Sourcing, Product Quality, Purchasing, Inventory Management, Process Improvement, Process Engineering, Kaizen Leadership, Gemba, Six Sigma, Operations Management
Education
Syracuse University 2003 — 2008
Bachelor's, Supply Chain Management
Aveta Business Institute 2011 — 2012
Lean Six Sigma Black Belt Training
Aveta Business Institute 2011 — 2012
SIx Sigma Lean & DFSS Training
KIK Custom Products June 2014 - Present
Apex Tool Group, LLC September 2012 - May 2014
Intertek May 2012 - August 2012
Penn Mutual July 2009 - June 2010
Raymour & Flanigan Furniture July 2008 - July 2009
Raymour & Flanigan Furniture February 2008 - April 2008
Raymour & Flanigan Furniture December 2007 - April 2008
Skills
Supply Chain Management, Lean Manufacturing, Manufacturing, Forecasting, 5S, SAP, Kanban, Strategic Sourcing, Product Quality, Purchasing, Inventory Management, Process Improvement, Process Engineering, Kaizen Leadership, Gemba, Six Sigma, Operations Management
Education
Syracuse University 2003 — 2008
Bachelor's, Supply Chain Management
Aveta Business Institute 2011 — 2012
Lean Six Sigma Black Belt Training
Aveta Business Institute 2011 — 2012
SIx Sigma Lean & DFSS Training
George Mouded George Mouded's Penn Mutual Experience October 2009 - September 2011
Job Financial Planner at Economic Planning Group
Industry Financial Services
Experience
Economic Planning Group September 2011 - Present
Penn Mutual October 2009 - September 2011
UBS Financial Services, Inc. November 2006 - October 2009
Merrill Lynch September 2003 - November 2006
Skills
Finance, Series 7, Retirement Planning, Mutual Funds, Investments, Wealth Management, Investment Advisory, Series 63, Retirement, Estate Planning, Asset Allocation, Strategic Financial..., Securities, Alternative Investments, Portfolio Management, Asset Management, Equities, Insurance, Financial Analysis, Financial Modeling
Education
Syracuse University 1999 — 2003
Finance
Economic Planning Group September 2011 - Present
Penn Mutual October 2009 - September 2011
UBS Financial Services, Inc. November 2006 - October 2009
Merrill Lynch September 2003 - November 2006
Skills
Finance, Series 7, Retirement Planning, Mutual Funds, Investments, Wealth Management, Investment Advisory, Series 63, Retirement, Estate Planning, Asset Allocation, Strategic Financial..., Securities, Alternative Investments, Portfolio Management, Asset Management, Equities, Insurance, Financial Analysis, Financial Modeling
Education
Syracuse University 1999 — 2003
Finance
Dalice Huffman Dalice Huffman's Penn Mutual Experience January 2003 - December 2003
Job Wedding Manager at L'Auberge Del Mar
Industry Events Services
Experience
L'Auberge Del Mar October 2014 - Present
Premiere Weddings and Events January 2006 - October 2014
Creative Occasions December 2003 - December 2005
Crown Equipment Corporation August 2003 - December 2005
Penn Mutual January 2003 - December 2003
Skills
Wedding Planning, Wedding Coordinating, Coordinating Events, Event Planning, Event Management, Weddings, Private Events, Parties, Corporate Events, Birthday Parties, Bridal Showers, Baby Showers, Anniversaries, Family Reunions, Venue Search, Invitations, Invitation Designs, Wedding Programs, Menu Development, Wedding Favours, Party Favors, Hospitality, Social Networking, Entertainment, Trade Shows, fully bilingual English..., Highly detail oriented, Detailed Organization, strong organizational..., Microsoft Office, Meeting Planning, Special Event
Education
Penn Foster 2003 — 2005
Certified Wedding Planner
University of Puerto Rico 1998 — 2000
General Studies
Colegio Santiago Apostol 1996 — 1998
General Studies
L'Auberge Del Mar October 2014 - Present
Premiere Weddings and Events January 2006 - October 2014
Creative Occasions December 2003 - December 2005
Crown Equipment Corporation August 2003 - December 2005
Penn Mutual January 2003 - December 2003
Skills
Wedding Planning, Wedding Coordinating, Coordinating Events, Event Planning, Event Management, Weddings, Private Events, Parties, Corporate Events, Birthday Parties, Bridal Showers, Baby Showers, Anniversaries, Family Reunions, Venue Search, Invitations, Invitation Designs, Wedding Programs, Menu Development, Wedding Favours, Party Favors, Hospitality, Social Networking, Entertainment, Trade Shows, fully bilingual English..., Highly detail oriented, Detailed Organization, strong organizational..., Microsoft Office, Meeting Planning, Special Event
Education
Penn Foster 2003 — 2005
Certified Wedding Planner
University of Puerto Rico 1998 — 2000
General Studies
Colegio Santiago Apostol 1996 — 1998
General Studies
Teresa Griffin Teresa Griffin's Penn Mutual Experience February 2008 - February 2010
Job Senior Accountant at NTT DATA Americas
Industry Information Technology and Services
Experience
NTT DATA Americas February 2010 - Present
Penn Mutual February 2008 - February 2010
Hay Group January 2005 - December 2007
AmeriChoice January 2002 - January 2005
AmeriChoice April 1997 - January 2002
Skills
Great Plains Software, Hyperion HFM, Account Reconciliation, Accounting, Financial Reporting, Financial Accounting, Hyperion Financial..., PeopleSoft, Financial Analysis, Managerial Finance
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Accounting
NTT DATA Americas February 2010 - Present
Penn Mutual February 2008 - February 2010
Hay Group January 2005 - December 2007
AmeriChoice January 2002 - January 2005
AmeriChoice April 1997 - January 2002
Skills
Great Plains Software, Hyperion HFM, Account Reconciliation, Accounting, Financial Reporting, Financial Accounting, Hyperion Financial..., PeopleSoft, Financial Analysis, Managerial Finance
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Accounting
Madeline Marchesani's Penn Mutual Experience 1998 - 2006
Job Financial Services Professional/Marketing Manager
Industry Financial Services
Experience
Voya Financial April 2014 - June 2015
ING U.S. July 2007 - April 2014
MAIN Financial May 2006 - July 2007
Penn Mutual 1998 - 2006
Skills
Marketing, Strategic Communications, Life Insurance, Advanced Sales, Marketing Communications, Product Marketing, Leadership, Sales, New Business Development, Financial Services, Relationship Management, Customer Retention, Newsletters, Underwriting, Salesforce.com, Advertising, Marketing Strategy, Strategic Planning
Education
Temple University
Bachelor of Arts (B.A.), English Language and Literature, General
Philadelphia High School for Girls
Voya Financial April 2014 - June 2015
ING U.S. July 2007 - April 2014
MAIN Financial May 2006 - July 2007
Penn Mutual 1998 - 2006
Skills
Marketing, Strategic Communications, Life Insurance, Advanced Sales, Marketing Communications, Product Marketing, Leadership, Sales, New Business Development, Financial Services, Relationship Management, Customer Retention, Newsletters, Underwriting, Salesforce.com, Advertising, Marketing Strategy, Strategic Planning
Education
Temple University
Bachelor of Arts (B.A.), English Language and Literature, General
Philadelphia High School for Girls
Shad Robertson's Penn Mutual Experience 1998 - 2003
Job I work closely with our financial advisors to help them write their Next Best Chapter™ in the business.
Industry Financial Services
Experience
MassMutual Dallas-Fort Worth September 2003 - Present
Allegiant Wealth Management / MassMutual September 2003 - December 2013
Penn Mutual 1998 - 2003
Mutual of New York 1994 - 1998
MetLife 1993 - 1994
Skills
Securities, Insurance, Investments, Investment Advisory, Sales, Recruiting, Financial Planners, Fixed Annuities, Life Insurance, Retirement Planning, Disability Insurance, Long-term Care, Employee Benefits, Risk Management, Small Business, Series 63, Retirement, 401k, Series 6, Series 7
Education
IBCFP 2000 — 2000
Certified Financial Planner Designation, CFP
American College 1998 — 2000
Chartered Life Underwriter, Insurance
Texas Tech University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
MassMutual Dallas-Fort Worth September 2003 - Present
Allegiant Wealth Management / MassMutual September 2003 - December 2013
Penn Mutual 1998 - 2003
Mutual of New York 1994 - 1998
MetLife 1993 - 1994
Skills
Securities, Insurance, Investments, Investment Advisory, Sales, Recruiting, Financial Planners, Fixed Annuities, Life Insurance, Retirement Planning, Disability Insurance, Long-term Care, Employee Benefits, Risk Management, Small Business, Series 63, Retirement, 401k, Series 6, Series 7
Education
IBCFP 2000 — 2000
Certified Financial Planner Designation, CFP
American College 1998 — 2000
Chartered Life Underwriter, Insurance
Texas Tech University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
Maureen Uleau Maureen Uleau's Penn Mutual Experience January 1989 - February 1996
Job System Research Assistant at PASSHE
Industry Education Management
Experience
PASSHE October 2012 - Present
Commonwealth of Pennsylvania September 2008 - October 2012
Penn Mutual January 1989 - February 1996
Fidelity Bank 1987 - 1989
Skills
Government, Research, Public Speaking, State Government, Microsoft Office, Web Services, Medical Transcription, Image Processing, System Administration, Nonprofits, Microsoft Excel, Editing, Higher Education, Visio, Access, PowerPoint, Budgets, Outlook, Analysis, Community Outreach, Event Planning, Fundraising, Program Development, Event Management
Education
Philadelphia Institute for Paralegal Training 1987 — 1987
Paralegal Certificate, Real Estate Law
Stockton University 1982 — 1986
B.A., Business Administration/Management
PASSHE October 2012 - Present
Commonwealth of Pennsylvania September 2008 - October 2012
Penn Mutual January 1989 - February 1996
Fidelity Bank 1987 - 1989
Skills
Government, Research, Public Speaking, State Government, Microsoft Office, Web Services, Medical Transcription, Image Processing, System Administration, Nonprofits, Microsoft Excel, Editing, Higher Education, Visio, Access, PowerPoint, Budgets, Outlook, Analysis, Community Outreach, Event Planning, Fundraising, Program Development, Event Management
Education
Philadelphia Institute for Paralegal Training 1987 — 1987
Paralegal Certificate, Real Estate Law
Stockton University 1982 — 1986
B.A., Business Administration/Management
Amy Whicker, CLU's Penn Mutual Experience 2003 - 2006
Job Director Membership at Society of FSP
Industry Nonprofit Organization Management
Experience
Society of Financial Service Professionals January 2006 - Present
Penn Mutual 2003 - 2006
Federation of Societies for Coatings Technology 2000 - 2003
Society of Financial Service Professionals 1989 - 2000
CIGNA 1983 - 1989
Skills
Retirement, Retirement Planning, Insurance, Tax, Small Business, Series 7, Investment Strategies, Wealth, Employee Benefits, Succession Planning, Asset Management, Health Insurance, Asset Allocation, Series 63, Business Planning, Risk Management, Portfolio Management, Financial Planners, Mutual Funds, Financial Advisory, Investment Management, Estate Planning, Financial Services, Securities, IRAs
Education
Temple University - Fox School of Business and Management 1978 — 1982
Business Adminstration Management and Marketing
Archbishop Wood
Society of Financial Service Professionals January 2006 - Present
Penn Mutual 2003 - 2006
Federation of Societies for Coatings Technology 2000 - 2003
Society of Financial Service Professionals 1989 - 2000
CIGNA 1983 - 1989
Skills
Retirement, Retirement Planning, Insurance, Tax, Small Business, Series 7, Investment Strategies, Wealth, Employee Benefits, Succession Planning, Asset Management, Health Insurance, Asset Allocation, Series 63, Business Planning, Risk Management, Portfolio Management, Financial Planners, Mutual Funds, Financial Advisory, Investment Management, Estate Planning, Financial Services, Securities, IRAs
Education
Temple University - Fox School of Business and Management 1978 — 1982
Business Adminstration Management and Marketing
Archbishop Wood
Jessica Loughnane Jessica Loughnane's Penn Mutual Experience February 2012 - April 2013
Job Administrative Assistant at Commonwealth Financial Network
Industry Insurance
Experience
CFN Investments January 2014 - Present
Penn Mutual February 2012 - April 2013
Tavern in the Square April 2010 - February 2012
Boston Harley Davidson September 2007 - March 2010
Cask N Flagon April 2005 - September 2007
Seaport Credit Union August 2004 - April 2005
Eastern Bank May 2003 - July 2004
Skills
Administrative..., Outlook, Insurance, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Data Entry, Travel Arrangements, Employee Benefits, Access, Office Management, Event Planning, SmartOffice, Reynolds, Payroll, Bookkeeping, Marketing Communications, Website Development, Receptionist Duties, Executive Calendar..., Development & delivery..., Vendor Management, Accounts Payable, Accounts Receivable, Inventory Management, Administrative..., Management
Education
University of Phoenix 2011 — 2014
Master of Business Administration (MBA), Project Management
Suffolk University 2002 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Salem High Scool
CFN Investments January 2014 - Present
Penn Mutual February 2012 - April 2013
Tavern in the Square April 2010 - February 2012
Boston Harley Davidson September 2007 - March 2010
Cask N Flagon April 2005 - September 2007
Seaport Credit Union August 2004 - April 2005
Eastern Bank May 2003 - July 2004
Skills
Administrative..., Outlook, Insurance, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Data Entry, Travel Arrangements, Employee Benefits, Access, Office Management, Event Planning, SmartOffice, Reynolds, Payroll, Bookkeeping, Marketing Communications, Website Development, Receptionist Duties, Executive Calendar..., Development & delivery..., Vendor Management, Accounts Payable, Accounts Receivable, Inventory Management, Administrative..., Management
Education
University of Phoenix 2011 — 2014
Master of Business Administration (MBA), Project Management
Suffolk University 2002 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Salem High Scool
James A. Dyer James A. Dyer's Penn Mutual Experience January 1963 - January 1967
Job at Wealth Preservation Insitute, LLC
Industry Financial Services
Experience
Wealth Preservation Insitute, LLC January 1998 - Present
DPSC January 1987 - Present
Dyer Planning & Service Corporation January 1977 - Present
The Planning Group, Inc. January 1984 - January 1989
Harvey Nelson Organization January 1969 - January 1972
Russell W. Steger Organization January 1967 - January 1970
Penn Mutual January 1963 - January 1967
Alexander, Sexton & Carr January 1963 - January 1967
Skills
Estate Planning, Succession Planning, Insurance, Retirement Planning, Estate Tax Planning, Risk Management, Finance, Wealth Management, Financial Planners, Management, Mergers & Acquisitions, Fixed Annuities
Education
University of Illinois at Urbana-Champaign 1959 — 1962
Pre-med
The American College, BrynMawr,Pa.
Wealth Preservation Insitute, LLC January 1998 - Present
DPSC January 1987 - Present
Dyer Planning & Service Corporation January 1977 - Present
The Planning Group, Inc. January 1984 - January 1989
Harvey Nelson Organization January 1969 - January 1972
Russell W. Steger Organization January 1967 - January 1970
Penn Mutual January 1963 - January 1967
Alexander, Sexton & Carr January 1963 - January 1967
Skills
Estate Planning, Succession Planning, Insurance, Retirement Planning, Estate Tax Planning, Risk Management, Finance, Wealth Management, Financial Planners, Management, Mergers & Acquisitions, Fixed Annuities
Education
University of Illinois at Urbana-Champaign 1959 — 1962
Pre-med
The American College, BrynMawr,Pa.
Bo Brandt Bo Brandt's Penn Mutual Experience November 1970 - September 1986
Job Experienced Senior Sales and General Manager
Industry Industrial Automation
Experience
Brandt and Hill, Inc. February 1991 - December 2010
C.Young & Company, Inc. September 1986 - May 1991
Kansas City Life Insurance Company January 1982 - September 1986
Penn Mutual November 1970 - September 1986
Education
The University of Texas at Austin
BA
Brandt and Hill, Inc. February 1991 - December 2010
C.Young & Company, Inc. September 1986 - May 1991
Kansas City Life Insurance Company January 1982 - September 1986
Penn Mutual November 1970 - September 1986
Education
The University of Texas at Austin
BA
Scott Schneider Scott Schneider's Penn Mutual Experience May 2011 - March 2012
Job Executive Recruiter at QUAD656
Industry Staffing and Recruiting
Experience
QUAD656 March 2012 - Present
Penn Mutual May 2011 - March 2012
Skills
Series 6, Series 63, Microsoft Office, Mutual Funds, Investments, Customer Retention, Sales, Long-term Care, Fixed Annuities, Vendor Management, Recruiting, Contract Negotiation, Client Development, Human Resources, Insurance, Employee Benefits, Financial Planners, Finance
Education
University of Pittsburgh 2007 — 2011
Bachelor of Science, Communications
Tel Aviv University 2010 — 2010
Religious & Governmental Studies
QUAD656 March 2012 - Present
Penn Mutual May 2011 - March 2012
Skills
Series 6, Series 63, Microsoft Office, Mutual Funds, Investments, Customer Retention, Sales, Long-term Care, Fixed Annuities, Vendor Management, Recruiting, Contract Negotiation, Client Development, Human Resources, Insurance, Employee Benefits, Financial Planners, Finance
Education
University of Pittsburgh 2007 — 2011
Bachelor of Science, Communications
Tel Aviv University 2010 — 2010
Religious & Governmental Studies
Jay Spies, J.D.*, CFBS Jay Spies, J.D.*, CFBS's Penn Mutual Experience September 2009 - June 2011
Job Financial Advisor at Martin/Wight & Company, LLC
Industry Financial Services
Experience
Martin/Wight & Company September 2011 - Present
Penn Mutual September 2009 - June 2011
Skills
Insurance, Life Insurance, Term Life Insurance, Disability Income..., Long Term Care Insurance, Disability Insurance
Education
University of Baltimore School of Law 1991 — 1996
J.D.
University of Baltimore School of Public Policy 1991 — 1996
M.P.A.
University of Maryland College Park 1987 — 1991
B.A., English Literature
Martin/Wight & Company September 2011 - Present
Penn Mutual September 2009 - June 2011
Skills
Insurance, Life Insurance, Term Life Insurance, Disability Income..., Long Term Care Insurance, Disability Insurance
Education
University of Baltimore School of Law 1991 — 1996
J.D.
University of Baltimore School of Public Policy 1991 — 1996
M.P.A.
University of Maryland College Park 1987 — 1991
B.A., English Literature
John Swarr John Swarr's Penn Mutual Experience July 2014 - December 2014
Job ALM Analyst at Penn Mutual Asset Management, Inc.
Industry Investment Management
Experience
Penn Mutual Asset Management, Inc. January 2015 - Present
Penn Mutual July 2014 - December 2014
Penn Mutual March 2012 - July 2014
Booz Allen Hamilton October 2010 - March 2012
Education
The Johns Hopkins University 2006 — 2010
Bachelor's Degree, Applied Mathematics; Economics, 3.45
Penn Mutual Asset Management, Inc. January 2015 - Present
Penn Mutual July 2014 - December 2014
Penn Mutual March 2012 - July 2014
Booz Allen Hamilton October 2010 - March 2012
Education
The Johns Hopkins University 2006 — 2010
Bachelor's Degree, Applied Mathematics; Economics, 3.45
Brad Perry, CFS Brad Perry, CFS's Penn Mutual Experience May 2004 - October 2010
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
MassMutual Dallas-Fort Worth January 2013 - March 2014
MassMutual Dallas-Fort Worth October 2010 - June 2013
Penn Mutual May 2004 - October 2010
TD Ameritrade 1995 - 1999
Education
University of Nebraska at Omaha 1993 — 1995
BSBA, Finance
University of Nebraska-Lincoln 1990 — 1993
NA, Biology Pre-Med / Business
Westside High School 1988 — 1990
1990, Diploma, 11-12
Milford High School 1986 — 1988
Freshman & Sophomore Years, 9-10
Charles Schwab March 2014 - Present
MassMutual Dallas-Fort Worth January 2013 - March 2014
MassMutual Dallas-Fort Worth October 2010 - June 2013
Penn Mutual May 2004 - October 2010
TD Ameritrade 1995 - 1999
Education
University of Nebraska at Omaha 1993 — 1995
BSBA, Finance
University of Nebraska-Lincoln 1990 — 1993
NA, Biology Pre-Med / Business
Westside High School 1988 — 1990
1990, Diploma, 11-12
Milford High School 1986 — 1988
Freshman & Sophomore Years, 9-10
Nicholas Falco Nicholas Falco's Penn Mutual Experience June 2012 - August 2012
Job COO Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Balyasny Asset Management L.P. June 2014 - August 2014
Nido Student Living July 2013 - August 2013
Penn Mutual June 2012 - August 2012
Skills
Finance, Recruiting, Analysis, Marketing, Investments, Accounts Receivable, Teamwork, Financial Analysis, Financial Modeling, Microsoft Excel, Accounting, Corporate Finance, Financial Accounting, Financial Reporting, Economics, Valuation, Data Analysis
Education
Villanova University 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
London School of Economics and Political Science 2013 — 2013
Chaminade High School
Wells Fargo Securities June 2015 - Present
Balyasny Asset Management L.P. June 2014 - August 2014
Nido Student Living July 2013 - August 2013
Penn Mutual June 2012 - August 2012
Skills
Finance, Recruiting, Analysis, Marketing, Investments, Accounts Receivable, Teamwork, Financial Analysis, Financial Modeling, Microsoft Excel, Accounting, Corporate Finance, Financial Accounting, Financial Reporting, Economics, Valuation, Data Analysis
Education
Villanova University 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
London School of Economics and Political Science 2013 — 2013
Chaminade High School
Lynn Pogas's Penn Mutual Experience 1989 - 1995
Job Actuary, Administration at London Life Reinsurance Company
Industry Insurance
Experience
Athene Annuity July 2013 - Present
London Life Reinsurance Company December 2008 - Present
Penn Mutual 1989 - 1995
Skills
Actuarial Science, Insurance, Reinsurance, General Insurance, Health Insurance, Life Insurance, Property & Casualty..., Pensions, Underwriting, Employee Benefits, Solvency II, Claim, Financial Risk, Liability
Education
Temple University 1984 — 1988
Temple University 1984 — 1988
bba, Actuarial Science
Athene Annuity July 2013 - Present
London Life Reinsurance Company December 2008 - Present
Penn Mutual 1989 - 1995
Skills
Actuarial Science, Insurance, Reinsurance, General Insurance, Health Insurance, Life Insurance, Property & Casualty..., Pensions, Underwriting, Employee Benefits, Solvency II, Claim, Financial Risk, Liability
Education
Temple University 1984 — 1988
Temple University 1984 — 1988
bba, Actuarial Science
Sharon E Leininger, PMP's Penn Mutual Experience May 1979 - September 1980
Job Senior Project Manager at Virginia Farm Bureau
Industry Financial Services
Experience
Virginia Farm Bureau April 2014 - Present
SunTrust Bank 1993 - April 2014
Crestar Bank 1993 - 2000
James Mitchell & Company April 1992 - November 1993
Travelers February 1981 - April 1992
The Equitable Insurance Company September 1980 - February 1981
Penn Mutual May 1979 - September 1980
Skills
Process Improvement, Business Analysis, Project Management, Vendor Management, Leadership, Team Building, Management, Project Planning, Cross-functional Team..., Strategic Planning, Banking, Mortgage Lending, Financial Services, Outsourcing, Loans, Quality Assurance, Call Centers, User Acceptance Testing, Mortgage Banking, Loan Origination, Project Implementation, Collaborative Problem..., Risk Management, Customer Service, Business Process..., Requirements Management, Business Requirements, Operations Management, Certified Project..., Document Management, Project Execution, Customer Relations, Leadership Mentoring
Education
University of North Carolina at Chapel Hill 1975 — 1979
BA, Political Science/History
Virginia Farm Bureau April 2014 - Present
SunTrust Bank 1993 - April 2014
Crestar Bank 1993 - 2000
James Mitchell & Company April 1992 - November 1993
Travelers February 1981 - April 1992
The Equitable Insurance Company September 1980 - February 1981
Penn Mutual May 1979 - September 1980
Skills
Process Improvement, Business Analysis, Project Management, Vendor Management, Leadership, Team Building, Management, Project Planning, Cross-functional Team..., Strategic Planning, Banking, Mortgage Lending, Financial Services, Outsourcing, Loans, Quality Assurance, Call Centers, User Acceptance Testing, Mortgage Banking, Loan Origination, Project Implementation, Collaborative Problem..., Risk Management, Customer Service, Business Process..., Requirements Management, Business Requirements, Operations Management, Certified Project..., Document Management, Project Execution, Customer Relations, Leadership Mentoring
Education
University of North Carolina at Chapel Hill 1975 — 1979
BA, Political Science/History
Robert Woodard's Penn Mutual Experience 2010 - Present
Job Managing Director and VP. Group Head at Penn Mutual
Industry Insurance
Experience
Penn Mutual 2010 - Present
LANDCO January 2008 - January 2010
SBAFLA 2010 - 2010
UBS Global Asset Management 1996 - 2007
Mitchell-Hutchins Asset Management (PaineWebber) 1996 - 2000
LIberty Mutual 1994 - 1996
Credit Local de France 1993 - 1994
National Westminster Bank 1992 - 1993
Dai-Ichi Kangyo 1990 - 1992
Standard & Poor's 1986 - 1990
Skills
ABS, CMBS, RMBS, Municipals, Foreign Structured..., Portfolio Management, Bonds, Municipal Bonds, MBS, Residential Mortgages, Investments, Fixed Income, Trading, Structured Products, Financial Modeling, Project Finance, Funding, Alternative Investments, Credit, Securities, Derivatives, Hedge Funds, Capital Markets, Structured Finance, Asset Allocation, Asset Management, Investment Strategies
Education
Tulane University - A.B. Freeman School of Business 1984 — 1986
MBA, Finance
Tulane University
BA, History
Penn Mutual 2010 - Present
LANDCO January 2008 - January 2010
SBAFLA 2010 - 2010
UBS Global Asset Management 1996 - 2007
Mitchell-Hutchins Asset Management (PaineWebber) 1996 - 2000
LIberty Mutual 1994 - 1996
Credit Local de France 1993 - 1994
National Westminster Bank 1992 - 1993
Dai-Ichi Kangyo 1990 - 1992
Standard & Poor's 1986 - 1990
Skills
ABS, CMBS, RMBS, Municipals, Foreign Structured..., Portfolio Management, Bonds, Municipal Bonds, MBS, Residential Mortgages, Investments, Fixed Income, Trading, Structured Products, Financial Modeling, Project Finance, Funding, Alternative Investments, Credit, Securities, Derivatives, Hedge Funds, Capital Markets, Structured Finance, Asset Allocation, Asset Management, Investment Strategies
Education
Tulane University - A.B. Freeman School of Business 1984 — 1986
MBA, Finance
Tulane University
BA, History
Dave Beckelman's Penn Mutual Experience June 1997 - March 2007
Job CFO & Chief Actuary at Miravast
Industry Insurance
Experience
Miravast May 2012 - Present
AIG Risk Finance April 2007 - May 2012
Penn Mutual June 1997 - March 2007
Penn Mutual Life 1997 - 2007
Skills
Life Insurance, Insurance, Actuarial Science, Life Settlements, Underwriting, Fixed Annuities
Education
University of Michigan 1994 — 1998
Bachelor of Science (BS), Actuarial Science
Lower Moreland High School 1990 — 1994
Miravast May 2012 - Present
AIG Risk Finance April 2007 - May 2012
Penn Mutual June 1997 - March 2007
Penn Mutual Life 1997 - 2007
Skills
Life Insurance, Insurance, Actuarial Science, Life Settlements, Underwriting, Fixed Annuities
Education
University of Michigan 1994 — 1998
Bachelor of Science (BS), Actuarial Science
Lower Moreland High School 1990 — 1994
Brad Zeiger's Penn Mutual Experience 1981 - 1995
Job Tax Manager at SL Industries, Inc.
Industry Electrical/Electronic Manufacturing
Experience
SL Industries, Inc. October 2004 - Present
Jefferson Wells 2003 - 2004
Deloitte 2000 - 2002
Ernst & Young 1997 - 1999
Penn Mutual 1981 - 1995
Skills
Corporate Tax, Sarbanes-Oxley Act, Financial Reporting, Tax, Accounting, Tax Accounting, Tax Research, SEC filings, CPA, Mergers, GAAP, Auditing, Income Tax, US GAAP, Due Diligence, Financial Accounting, Consolidation, International Tax
Education
Temple University 1988 — 1992
Master of Arts (M.A.), Taxation
SL Industries, Inc. October 2004 - Present
Jefferson Wells 2003 - 2004
Deloitte 2000 - 2002
Ernst & Young 1997 - 1999
Penn Mutual 1981 - 1995
Skills
Corporate Tax, Sarbanes-Oxley Act, Financial Reporting, Tax, Accounting, Tax Accounting, Tax Research, SEC filings, CPA, Mergers, GAAP, Auditing, Income Tax, US GAAP, Due Diligence, Financial Accounting, Consolidation, International Tax
Education
Temple University 1988 — 1992
Master of Arts (M.A.), Taxation
Edward Bacon's Penn Mutual Experience 1987 - 1996
Job Financial Reporting at Pacific Life
Industry Insurance
Experience
Pacific Life 2012 - Present
American General 2002 - 2012
AIG Life 1996 - 2012
Penn Mutual 1987 - 1996
Skills
Insurance, Reinsurance, Fixed Annuities, Life Insurance, Financial Analysis, Sarbanes-Oxley Act, Health Insurance, Strategic Financial..., Financial Reporting, Internal Controls, Investments, US GAAP, Variance Analysis, SEC filings, Financial Risk, Enterprise Risk..., Finance, Auditing, Financial Services, Financial Modeling, CPA, Sarbanes-Oxley, Internal Audit, SEC Filings, Financial Planning
Education
Temple University
BBA, Accounting
Pacific Life 2012 - Present
American General 2002 - 2012
AIG Life 1996 - 2012
Penn Mutual 1987 - 1996
Skills
Insurance, Reinsurance, Fixed Annuities, Life Insurance, Financial Analysis, Sarbanes-Oxley Act, Health Insurance, Strategic Financial..., Financial Reporting, Internal Controls, Investments, US GAAP, Variance Analysis, SEC filings, Financial Risk, Enterprise Risk..., Finance, Auditing, Financial Services, Financial Modeling, CPA, Sarbanes-Oxley, Internal Audit, SEC Filings, Financial Planning
Education
Temple University
BBA, Accounting
Steve Herzberg's Penn Mutual Experience Assistant Vice President, Distribution FinancialsPenn Mutual Life Insurance Co2003 - Present
Job Assistant Vice President at Penn Mutual
Industry Insurance
Experience
Penn Mutual Assistant Vice President, Distribution FinancialsPenn Mutual Life Insurance Co2003 - Present
Skills
Insurance, Life Insurance, Financial Services, Fixed Annuities, Retirement, Disability Insurance, Whole Life, Estate Planning, Financial Planners, Retirement Planning, Wealth Management, Series 7, Strategic Financial...
Education
Temple University - Fox School of Business and Management 1975 — 1979
Penn Mutual Assistant Vice President, Distribution FinancialsPenn Mutual Life Insurance Co2003 - Present
Skills
Insurance, Life Insurance, Financial Services, Fixed Annuities, Retirement, Disability Insurance, Whole Life, Estate Planning, Financial Planners, Retirement Planning, Wealth Management, Series 7, Strategic Financial...
Education
Temple University - Fox School of Business and Management 1975 — 1979
Rik Krallinger's Penn Mutual Experience October 2008 - May 2011
Job Project Specialist at Almac
Industry Pharmaceuticals
Experience
Almac Group June 2012 - Present
Penn Mutual October 2008 - May 2011
Lehigh Valley IronPigs February 2008 - September 2008
Prudential Insurance April 2007 - January 2008
Harleysville Life Insurance Co. March 2006 - April 2007
Guardian Life Insurance Co. October 2000 - March 2006
Skills
Underwriting, Customer Service, Leadership, Microsoft Office, Training, Insurance, Quality Control, Microsoft Excel, Program Management, Marketing, Outlook, Public Speaking, Project Planning, Written Communication, Call Centers, Life Insurance, Team Building, Software Documentation
Education
Temple University 1976 — 1977
Communications
William Tennent High School
Almac Group June 2012 - Present
Penn Mutual October 2008 - May 2011
Lehigh Valley IronPigs February 2008 - September 2008
Prudential Insurance April 2007 - January 2008
Harleysville Life Insurance Co. March 2006 - April 2007
Guardian Life Insurance Co. October 2000 - March 2006
Skills
Underwriting, Customer Service, Leadership, Microsoft Office, Training, Insurance, Quality Control, Microsoft Excel, Program Management, Marketing, Outlook, Public Speaking, Project Planning, Written Communication, Call Centers, Life Insurance, Team Building, Software Documentation
Education
Temple University 1976 — 1977
Communications
William Tennent High School
Stephen Schaack, CFP®'s Penn Mutual Experience May 2007 - September 2013
Job Sr. Regional Vice President at Western & Southern Financial Group
Industry Investment Management
Experience
Western & Southern Financial Group January 2015 - Present
Saratoga Capital Management, LLC December 2013 - January 2015
Penn Mutual May 2007 - September 2013
Penn Mutual May 2012 - December 2012
TD Ameritrade March 2007 - May 2007
John Hancock May 2005 - June 2006
The MONY Group January 2002 - September 2004
John Hancock Financial Services May 2001 - December 2001
John Hancock Financial Services February 2000 - May 2001
John Hancock Financial Services January 1999 - February 2000
Education
University of Massachusetts, Amherst
BA, Marketing and Sales
Wharton School, University of Pennsylvania 2012 — 2012
Retirement Income Planning Certificate
University of New Hampshire
Associate of Arts (A.A.)
Burke Mountain Academy 1989 — 1993
High School
Western & Southern Financial Group January 2015 - Present
Saratoga Capital Management, LLC December 2013 - January 2015
Penn Mutual May 2007 - September 2013
Penn Mutual May 2012 - December 2012
TD Ameritrade March 2007 - May 2007
John Hancock May 2005 - June 2006
The MONY Group January 2002 - September 2004
John Hancock Financial Services May 2001 - December 2001
John Hancock Financial Services February 2000 - May 2001
John Hancock Financial Services January 1999 - February 2000
Education
University of Massachusetts, Amherst
BA, Marketing and Sales
Wharton School, University of Pennsylvania 2012 — 2012
Retirement Income Planning Certificate
University of New Hampshire
Associate of Arts (A.A.)
Burke Mountain Academy 1989 — 1993
High School
Virginia McKay's Penn Mutual Experience November 2010 - Present
Job Life Insurance Sales Distribution & Freelance WebDesigner
Industry Insurance
Experience
Penn Mutual November 2010 - Present
Self Employed May 2006 - Present
Penn Mutual April 2009 - November 2010
Todd Stephens for State Represenative August 2008 - November 2008
Americans for Limited Government January 2007 - August 2008
Americans for Limited Government March 2007 - January 2008
Starbucks May 2006 - March 2007
Pennsylvania State Republican Party May 2006 - November 2006
Center for Survey Research at Stony Brook University September 2005 - May 2006
U.S. House of Representatives May 2004 - September 2005
Skills
Life Insurance, Insurance Brokerage, Producer Licensing, Insurance, Errors & Omissions, WordPress, Web Design, Life & Health Insurance..., Event Planning, Mobile Web Design, Email Marketing, Social Media Marketing, Mass Email Marketing, Photoshop, Grassroots Communication, Blogging, Press Releases, Political Campaigns, Public Relations, Press Kits, Social Networking, New Media, Leadership, Research, SEO, Food Safety, Volunteering, Customer Service, Customer Retention, Vocus, Time Management
Education
State University of New York at Stony Brook 2003 — 2006
Bachelor of Science (B.S.), Political Science and Government
Archbishop Wood HS 1996 — 2000
Penn Mutual November 2010 - Present
Self Employed May 2006 - Present
Penn Mutual April 2009 - November 2010
Todd Stephens for State Represenative August 2008 - November 2008
Americans for Limited Government January 2007 - August 2008
Americans for Limited Government March 2007 - January 2008
Starbucks May 2006 - March 2007
Pennsylvania State Republican Party May 2006 - November 2006
Center for Survey Research at Stony Brook University September 2005 - May 2006
U.S. House of Representatives May 2004 - September 2005
Skills
Life Insurance, Insurance Brokerage, Producer Licensing, Insurance, Errors & Omissions, WordPress, Web Design, Life & Health Insurance..., Event Planning, Mobile Web Design, Email Marketing, Social Media Marketing, Mass Email Marketing, Photoshop, Grassroots Communication, Blogging, Press Releases, Political Campaigns, Public Relations, Press Kits, Social Networking, New Media, Leadership, Research, SEO, Food Safety, Volunteering, Customer Service, Customer Retention, Vocus, Time Management
Education
State University of New York at Stony Brook 2003 — 2006
Bachelor of Science (B.S.), Political Science and Government
Archbishop Wood HS 1996 — 2000
Abe Brustein's Penn Mutual Experience 1987 - 1993
Job Regional Vice President at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services December 2014 - Present
Cetera Advisor Networks LLC December 2012 - December 2014
Woodbury Financial Services May 2006 - August 2012
The MONY Group 1998 - 2004
MONY LIFE INSURANCE COMPANY 1998 - 2004
Penn Mutual 1987 - 1993
Skills
Series 7, Series 63, Fixed Annuities, Roth IRA, Series 6, IRAs, Retirement Planning, Retirement, Long-term Care, Securities, Wealth Accumulation, 401k, Investment Advisory, Mutual Funds, Alternative Investments, Wealth Management, Asset Allocation, Estate Planning, Life Insurance, Financial Advisory, Professional..., CLU, ChFC, CLF, Masters of Science &..., Insurance, FINRA
Education
The American College 1983 — 1985
Master of Science in Management, Managment
The 1964 — 1968
Bachelor of Arts (B.A.), Political Science and Government
The University of Connecticut 1964 — 1968
Bachelor's degree, Political Science and Government
Woodbury Financial Services December 2014 - Present
Cetera Advisor Networks LLC December 2012 - December 2014
Woodbury Financial Services May 2006 - August 2012
The MONY Group 1998 - 2004
MONY LIFE INSURANCE COMPANY 1998 - 2004
Penn Mutual 1987 - 1993
Skills
Series 7, Series 63, Fixed Annuities, Roth IRA, Series 6, IRAs, Retirement Planning, Retirement, Long-term Care, Securities, Wealth Accumulation, 401k, Investment Advisory, Mutual Funds, Alternative Investments, Wealth Management, Asset Allocation, Estate Planning, Life Insurance, Financial Advisory, Professional..., CLU, ChFC, CLF, Masters of Science &..., Insurance, FINRA
Education
The American College 1983 — 1985
Master of Science in Management, Managment
The 1964 — 1968
Bachelor of Arts (B.A.), Political Science and Government
The University of Connecticut 1964 — 1968
Bachelor's degree, Political Science and Government
Ed Mastella's Penn Mutual Experience 1993 - 1998
Job Business Process Analyst at Prudential Financial
Industry Financial Services
Experience
Voya Financial April 2014 - January 2015
ING February 2014 - April 2014
ING September 2013 - January 2014
CANNEX Financial Exchanges Ltd. November 2012 - May 2013
ING September 2000 - June 2012
Penn Mutual 1993 - 1998
Skills
Investments, Financial Analysis, Fixed Income, Business Analysis, Insurance, Strategic Financial..., Mutual Funds, Real Estate, Investment Properties, Securities, Equities, Financial Modeling, Business Process..., Relationship Management, Project Management, Business Intelligence
Education
The University of Connecticut School of Business 1991 — 1993
MBA, Finance
Tufts University 1984 — 1988
Bachelor of Science (BS), Electrical and Electronics Engineering
Voya Financial April 2014 - January 2015
ING February 2014 - April 2014
ING September 2013 - January 2014
CANNEX Financial Exchanges Ltd. November 2012 - May 2013
ING September 2000 - June 2012
Penn Mutual 1993 - 1998
Skills
Investments, Financial Analysis, Fixed Income, Business Analysis, Insurance, Strategic Financial..., Mutual Funds, Real Estate, Investment Properties, Securities, Equities, Financial Modeling, Business Process..., Relationship Management, Project Management, Business Intelligence
Education
The University of Connecticut School of Business 1991 — 1993
MBA, Finance
Tufts University 1984 — 1988
Bachelor of Science (BS), Electrical and Electronics Engineering
Keith Baumgarn's Penn Mutual Experience October 2007 - May 2012
Job Pension Consultant
Industry Financial Services
Experience
Independent Pension Consultants May 2012 - Present
penn mutual October 2007 - May 2012
lafayette life 1987 - 2007
Skills
cpe/ce provider, qpa, clu, chfc, crc, my website is..., Small Business, Fixed Annuities, Life Insurance, Term Life Insurance, Retirement Planning, IRAs, Retirement, 401k, Wealth Accumulation, Estate Planning
Education
The University of South Dakota 1972 — 1976
Business Administration and Management, General
Independent Pension Consultants May 2012 - Present
penn mutual October 2007 - May 2012
lafayette life 1987 - 2007
Skills
cpe/ce provider, qpa, clu, chfc, crc, my website is..., Small Business, Fixed Annuities, Life Insurance, Term Life Insurance, Retirement Planning, IRAs, Retirement, 401k, Wealth Accumulation, Estate Planning
Education
The University of South Dakota 1972 — 1976
Business Administration and Management, General
Steve Barbesh's Penn Mutual Experience January 2013 - September 2013
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2015 - Present
Torchmark Corporation September 2013 - January 2015
Penn Mutual January 2013 - September 2013
AllianceBernstein August 2004 - December 2012
Skills
Investments, Mutual Funds, Series 7, Series 63, Asset Allocation, Finance, Asset Management, Alternative Investments, Wealth Management, Life Insurance, Retirement Planning, Fixed Income, Insurance, Equities, Separately Managed..., Securities, Financial Services, Investment Strategies
Education
Rider University 1997 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Syracuse University 1989 — 1993
BS, Accounting
OppenheimerFunds February 2015 - Present
Torchmark Corporation September 2013 - January 2015
Penn Mutual January 2013 - September 2013
AllianceBernstein August 2004 - December 2012
Skills
Investments, Mutual Funds, Series 7, Series 63, Asset Allocation, Finance, Asset Management, Alternative Investments, Wealth Management, Life Insurance, Retirement Planning, Fixed Income, Insurance, Equities, Separately Managed..., Securities, Financial Services, Investment Strategies
Education
Rider University 1997 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Syracuse University 1989 — 1993
BS, Accounting
Cheryl Simpson's Penn Mutual Experience June 1992 - February 1996
Job Director of Finance, Treasury at Marlette Funding
Industry Banking
Experience
Marlette Funding October 2014 - Present
Barclays Bank Delaware April 2008 - July 2010
Barclays Bank Delaware February 2004 - April 2008
Barclays Bank Delaware February 2001 - February 2004
First USA Bank September 1998 - February 2001
Wilmington Trust February 1996 - September 1998
Penn Mutual June 1992 - February 1996
Skills
Relationship Management, Interest Rate Risk..., Liquidity Management, Project Management, Funds Transfer Pricing, Risk Management, Forecasting, Treasury, Cash Management, Banking, Internal Controls, Analysis
Education
University of Delaware - Lerner College of Business and Economics 1996 — 1999
MBA, Finance
Villanova University 1988 — 1992
BS, Accounting
Marlette Funding October 2014 - Present
Barclays Bank Delaware April 2008 - July 2010
Barclays Bank Delaware February 2004 - April 2008
Barclays Bank Delaware February 2001 - February 2004
First USA Bank September 1998 - February 2001
Wilmington Trust February 1996 - September 1998
Penn Mutual June 1992 - February 1996
Skills
Relationship Management, Interest Rate Risk..., Liquidity Management, Project Management, Funds Transfer Pricing, Risk Management, Forecasting, Treasury, Cash Management, Banking, Internal Controls, Analysis
Education
University of Delaware - Lerner College of Business and Economics 1996 — 1999
MBA, Finance
Villanova University 1988 — 1992
BS, Accounting
Dennis Roth's Penn Mutual Experience December 2011 - Present
Job Tax Accountant at Penn Mutual
Industry Accounting
Experience
Penn Mutual December 2011 - Present
Liberty Property Trust September 2008 - December 2011
DHA September 2007 - August 2008
Education
Temple University - Fox School of Business and Management 2005 — 2007
Penn Mutual December 2011 - Present
Liberty Property Trust September 2008 - December 2011
DHA September 2007 - August 2008
Education
Temple University - Fox School of Business and Management 2005 — 2007
Michael Dunne, CLU's Penn Mutual Experience January 2012 - Present
Job Assistant Vice President, Independence Financial Network, Penn Mutual
Industry Insurance
Experience
Penn Mutual January 2012 - Present
Penn Mutual June 2009 - September 2012
The Hartford June 2004 - January 2009
Phoenix Life Insurance Company 2000 - 2004
Phoenix Life Insurance Company 1997 - 1999
Skills
Life Insurance, Account Management, Relationship Management, Sales, Marketing, Strategy, Recruiting, Series 63, Series 6, Series 7, Variable Annuities, Fixed Annuities, New Business Development, Building Relationships, Insurance, Financial Services, Training, Term Life Insurance, Universal Life, General Insurance, Retirement, Business Relationship..., Series 24, FINRA, Securities, Finance, Mutual Funds
Education
Emerson College
B.S. Mass Communications
Stanford University Graduate School of Business
n/a, Channel Management
Penn Mutual January 2012 - Present
Penn Mutual June 2009 - September 2012
The Hartford June 2004 - January 2009
Phoenix Life Insurance Company 2000 - 2004
Phoenix Life Insurance Company 1997 - 1999
Skills
Life Insurance, Account Management, Relationship Management, Sales, Marketing, Strategy, Recruiting, Series 63, Series 6, Series 7, Variable Annuities, Fixed Annuities, New Business Development, Building Relationships, Insurance, Financial Services, Training, Term Life Insurance, Universal Life, General Insurance, Retirement, Business Relationship..., Series 24, FINRA, Securities, Finance, Mutual Funds
Education
Emerson College
B.S. Mass Communications
Stanford University Graduate School of Business
n/a, Channel Management
Mafalda Dennett, CPA, CIA's Penn Mutual Experience 1987 - 1989
Job Director, Internal Audit at NRG Energy
Industry Utilities
Experience
NRG Energy February 2013 - Present
Experis July 2012 - February 2013
Exelon July 2009 - October 2011
Exelon 2002 - 2009
PECO Energy 2000 - 2001
PECO Energy 1998 - 2000
Penn Mutual 1987 - 1989
Bucks County Controllers Office 1984 - 1987
Skills
Communication skills, Negotiation skills, Problem Solving, Internal Audit, Internal Controls, Sarbanes Oxley, Fast Learner, Mentoring, Organizational skills, Risk Assessment, Compliance Audits, Business Process..., Strategy Development, Collaborative, Analytical Abilities, Team Leadership, COSO, Team Motivator, Follow Up, Quality Assurance, Performance Appraisal, Performance Management, Project Execution, Deadline Oriented, Independent, Sarbanes-Oxley, Project Management, Negotiation, Sarbanes-Oxley Act, Leadership, Financial Audits, Risk Management, Quality Auditing, CISA, Policy, CRM, SEC filings, Forecasting, Management, Cross-functional Team..., CPA, Process Improvement, Business Process, Financial Risk, Budgets, Program Management
Education
Temple University 1980 — 1984
BBA, Accounting and Computer Science
LC
NRG Energy February 2013 - Present
Experis July 2012 - February 2013
Exelon July 2009 - October 2011
Exelon 2002 - 2009
PECO Energy 2000 - 2001
PECO Energy 1998 - 2000
Penn Mutual 1987 - 1989
Bucks County Controllers Office 1984 - 1987
Skills
Communication skills, Negotiation skills, Problem Solving, Internal Audit, Internal Controls, Sarbanes Oxley, Fast Learner, Mentoring, Organizational skills, Risk Assessment, Compliance Audits, Business Process..., Strategy Development, Collaborative, Analytical Abilities, Team Leadership, COSO, Team Motivator, Follow Up, Quality Assurance, Performance Appraisal, Performance Management, Project Execution, Deadline Oriented, Independent, Sarbanes-Oxley, Project Management, Negotiation, Sarbanes-Oxley Act, Leadership, Financial Audits, Risk Management, Quality Auditing, CISA, Policy, CRM, SEC filings, Forecasting, Management, Cross-functional Team..., CPA, Process Improvement, Business Process, Financial Risk, Budgets, Program Management
Education
Temple University 1980 — 1984
BBA, Accounting and Computer Science
LC
Danielle Marone's Penn Mutual Experience August 2012 - Present
Job Case Administrator at Penn Mutual
Industry Financial Services
Experience
Penn Mutual August 2012 - Present
Skills
Microsoft Office, Event Planning, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Event Management, Management, Office Organizing, Scheduling, Policies & Procedures, Program Management, Training, Music, Performing Arts, Budgets, Fundraising, Nonprofits, Human Resources
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor's Degree, Hospitality and Tourism Management Tourism
Penn Mutual August 2012 - Present
Skills
Microsoft Office, Event Planning, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Event Management, Management, Office Organizing, Scheduling, Policies & Procedures, Program Management, Training, Music, Performing Arts, Budgets, Fundraising, Nonprofits, Human Resources
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor's Degree, Hospitality and Tourism Management Tourism
Peter R. Smith, CLU®, ChFC®'s Penn Mutual Experience January 2007 - January 2014
Job Field Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company January 2014 - Present
Penn Mutual January 2007 - January 2014
Skills
Life Insurance, Retirement Planning, Estate Planning, Advanced Sales, Business Planning, Executive Benefits, Family Protection, Income Planning, Leadership, Strategic Planning
Education
University of California, Santa Barbara 2001 — 2004
Bachelor of Arts (B.A.), Global & International Studies
University of California, Santa Barbara 2001 — 2004
Bachelor of Arts (B.A.), Communication
Pacific Life Insurance Company January 2014 - Present
Penn Mutual January 2007 - January 2014
Skills
Life Insurance, Retirement Planning, Estate Planning, Advanced Sales, Business Planning, Executive Benefits, Family Protection, Income Planning, Leadership, Strategic Planning
Education
University of California, Santa Barbara 2001 — 2004
Bachelor of Arts (B.A.), Global & International Studies
University of California, Santa Barbara 2001 — 2004
Bachelor of Arts (B.A.), Communication
Deborah Halpern's Penn Mutual Experience Office ManagerAXA Advisors, Wellesley, MAJune 2005 - August 2007
Job Office Manager at Penn Mutual
Industry Financial Services
Experience
Penn Mutual Office ManagerAXA Advisors, Wellesley, MAJune 2005 - August 2007
The MONY Group January 2004 - June 2005
Allmerica Financial April 1985 - December 2003
Education
University of Massachusetts, Amherst 1975 — 1979
BA, Economics
Penn Mutual Office ManagerAXA Advisors, Wellesley, MAJune 2005 - August 2007
The MONY Group January 2004 - June 2005
Allmerica Financial April 1985 - December 2003
Education
University of Massachusetts, Amherst 1975 — 1979
BA, Economics
Rajesh (Raj) Kapadia's Penn Mutual Experience July 2010 - February 2011
Job Consulting Data Scientist
Industry Information Technology and Services
Experience
D. N. Consultants January 2008 - Present
Subaru of America March 2013 - June 2014
PECO Energy May 2012 - November 2012
Strategic Research Insights, Inc. March 2012 - April 2012
Allstate December 2011 - February 2012
Penn Mutual July 2010 - February 2011
Allstate February 2008 - February 2011
Citi April 2006 - February 2008
AT&T May 2001 - April 2006
AT&T August 1987 - May 2001
Skills
Data Analysis, Market Research, Vendor Management, Strategic Planning, Marketing Strategy, Data Modeling, Management, New Business Development, Training, Visio, MS Project, Business Analysis, Telecommunications, Forecasting, Project Planning, Strategic Financial..., Product Management, SAS, Product Marketing, Insurance, Financial Analysis, Technical Recruiting, Financial Modeling, SQL, Financial Advisory, Programming, SAP, Research, Marketing Analytics, Business Analytics, Statistical Modeling, Technical Writing, Technical Analysis, Database Marketing, Requirements Gathering, Statistical Tools, Technical Presentations, Technical Documentation, Technical Training, End User Training, Corporate Training, Qualititative and..., QA Automation, Financial Planning, Executive Education, Customer Focus, Brain storming, QA Testing, R&D Management, Corporate Education
Education
The University of Texas at Austin
PhD
The University of Texas at Austin
MS
The University of Texas at Austin - The Red McCombs School of Business
MBA
University of Bombay - VJTI
Bachelor of Engineering (B.E.)
D. N. Consultants January 2008 - Present
Subaru of America March 2013 - June 2014
PECO Energy May 2012 - November 2012
Strategic Research Insights, Inc. March 2012 - April 2012
Allstate December 2011 - February 2012
Penn Mutual July 2010 - February 2011
Allstate February 2008 - February 2011
Citi April 2006 - February 2008
AT&T May 2001 - April 2006
AT&T August 1987 - May 2001
Skills
Data Analysis, Market Research, Vendor Management, Strategic Planning, Marketing Strategy, Data Modeling, Management, New Business Development, Training, Visio, MS Project, Business Analysis, Telecommunications, Forecasting, Project Planning, Strategic Financial..., Product Management, SAS, Product Marketing, Insurance, Financial Analysis, Technical Recruiting, Financial Modeling, SQL, Financial Advisory, Programming, SAP, Research, Marketing Analytics, Business Analytics, Statistical Modeling, Technical Writing, Technical Analysis, Database Marketing, Requirements Gathering, Statistical Tools, Technical Presentations, Technical Documentation, Technical Training, End User Training, Corporate Training, Qualititative and..., QA Automation, Financial Planning, Executive Education, Customer Focus, Brain storming, QA Testing, R&D Management, Corporate Education
Education
The University of Texas at Austin
PhD
The University of Texas at Austin
MS
The University of Texas at Austin - The Red McCombs School of Business
MBA
University of Bombay - VJTI
Bachelor of Engineering (B.E.)
Joseph Rao's Penn Mutual Experience January 2008 - September 2010
Job Business Continuity & IT Compliance Analyst II at Stewart Lender Services
Industry Financial Services
Experience
Stewart Lender Services August 2014 - Present
DataQuick April 2013 - August 2014
PHH Mortgage October 2012 - March 2013
The Glenmede Trust Company August 2011 - February 2012
Penn Mutual January 2008 - September 2010
Janney Montgomery Scott August 1999 - December 2007
Education
Temple University
Bachelor of Business Administration
Stewart Lender Services August 2014 - Present
DataQuick April 2013 - August 2014
PHH Mortgage October 2012 - March 2013
The Glenmede Trust Company August 2011 - February 2012
Penn Mutual January 2008 - September 2010
Janney Montgomery Scott August 1999 - December 2007
Education
Temple University
Bachelor of Business Administration
lindsay rosen's Penn Mutual Experience Financial RepresentativeBankers Conseco Life Insurance CompanySeptember 2007 - June 2008
Job active job seeker
Industry Nonprofit Organization Management
Experience
Penn Mutual Financial RepresentativeBankers Conseco Life Insurance CompanySeptember 2007 - June 2008
Joseph's House & Shelter September 2001 - December 2002
Skills
Retirement Planning, Wealth Accumulation, Estate Planning, Insurance, Small Business, Rollovers, Fixed Annuities, Life Insurance, IRAs, Long-term Care
Education
The Sage Colleges - Russell Sage College 2001 — 2004
Criminal Justice
john jay college 2001 — 2004
B.A., criminal justice
Penn Mutual Financial RepresentativeBankers Conseco Life Insurance CompanySeptember 2007 - June 2008
Joseph's House & Shelter September 2001 - December 2002
Skills
Retirement Planning, Wealth Accumulation, Estate Planning, Insurance, Small Business, Rollovers, Fixed Annuities, Life Insurance, IRAs, Long-term Care
Education
The Sage Colleges - Russell Sage College 2001 — 2004
Criminal Justice
john jay college 2001 — 2004
B.A., criminal justice
Paul DiNunzio's Penn Mutual Experience October 2009 - Present
Job Manager Configuration Management at Penn Mutual Life Insurance
Industry Information Technology and Services
Experience
Penn Mutual October 2009 - Present
SunGard Higher Education May 1997 - October 2009
McKesson Health Solutions March 1992 - April 1997
St. Mary Medical Center March 1990 - March 1992
Zelenkofske, Axelrod LLC. July 1988 - February 1990
Skills
Process Improvement, SQL, Databases, Software Project..., Software Development, Oracle, Software Documentation, Agile Methodologies, Enterprise Software, Unix
Education
Temple University 1984 — 1988
BS, Health Information Management
Penn Mutual October 2009 - Present
SunGard Higher Education May 1997 - October 2009
McKesson Health Solutions March 1992 - April 1997
St. Mary Medical Center March 1990 - March 1992
Zelenkofske, Axelrod LLC. July 1988 - February 1990
Skills
Process Improvement, SQL, Databases, Software Project..., Software Development, Oracle, Software Documentation, Agile Methodologies, Enterprise Software, Unix
Education
Temple University 1984 — 1988
BS, Health Information Management
Brandon Emerson's Penn Mutual Experience May 2011 - Present
Job Manager and Actuary at Penn Mutual
Industry Insurance
Experience
Penn Mutual May 2011 - Present
Transamerica Reinsurance May 2010 - May 2011
12th Street Gym February 2009 - May 2010
Fredericksburg City Schools August 2007 - December 2008
Skills
Analysis, Actuarial Science, Finance, ALM, Insurance, Life Insurance, Risk Management, Access, Enterprise Risk..., VBA, Financial Risk, Financial Modeling, Microsoft Excel, Statistical Modeling, Statistics, Financial Analysis, PowerPoint, Liability, Microsoft Word, Microsoft Office, Actuaries, Financial Reporting, GAAP, Outlook, SQL, Reinsurance, Investments, Management
Education
Temple University - Fox School of Business and Management 2009 — 2011
MS, Actuarial Science
William & Mary 2003 — 2007
BS, Mathematics
Penn Mutual May 2011 - Present
Transamerica Reinsurance May 2010 - May 2011
12th Street Gym February 2009 - May 2010
Fredericksburg City Schools August 2007 - December 2008
Skills
Analysis, Actuarial Science, Finance, ALM, Insurance, Life Insurance, Risk Management, Access, Enterprise Risk..., VBA, Financial Risk, Financial Modeling, Microsoft Excel, Statistical Modeling, Statistics, Financial Analysis, PowerPoint, Liability, Microsoft Word, Microsoft Office, Actuaries, Financial Reporting, GAAP, Outlook, SQL, Reinsurance, Investments, Management
Education
Temple University - Fox School of Business and Management 2009 — 2011
MS, Actuarial Science
William & Mary 2003 — 2007
BS, Mathematics
Lisa Shands, CISA's Penn Mutual Experience 1980 - 1986
Job Project Professional – Risk Advisory Services at Jefferson Wells
Industry Financial Services
Experience
Jefferson Wells September 2009 - Present
Advanta Corp. March 1995 - April 2009
Fleet 1998 - 1999
PNC Bank 1994 - 1995
PNC Bank 1992 - 1994
National Liberty Corporation (renamed Providian Corp.) 1989 - 1991
National Liberty Corporation (renamed Providian Corp.) 1986 - 1989
Penn Mutual 1980 - 1986
PricewaterhouseCoopers 1977 - 1979
Skills
IT Audit, Sarbanes-Oxley, Internal Controls, Sarbanes-Oxley Act, Enterprise Risk..., Auditing, COSO
Education
Syracuse University 1973 — 1977
Syracuse University - Martin J. Whitman School of Management 1973 — 1977
BS
Jefferson Wells September 2009 - Present
Advanta Corp. March 1995 - April 2009
Fleet 1998 - 1999
PNC Bank 1994 - 1995
PNC Bank 1992 - 1994
National Liberty Corporation (renamed Providian Corp.) 1989 - 1991
National Liberty Corporation (renamed Providian Corp.) 1986 - 1989
Penn Mutual 1980 - 1986
PricewaterhouseCoopers 1977 - 1979
Skills
IT Audit, Sarbanes-Oxley, Internal Controls, Sarbanes-Oxley Act, Enterprise Risk..., Auditing, COSO
Education
Syracuse University 1973 — 1977
Syracuse University - Martin J. Whitman School of Management 1973 — 1977
BS
Rebecca Dunne's Penn Mutual Experience February 2009 - Present
Job Vice President at Penn Mutual
Industry Financial Services
Experience
Penn Mutual February 2009 - Present
Prudential Financial November 2003 - February 2010
Prudential Financial December 1992 - November 2004
Education
Stanford University Graduate School of Business
Susquehanna University
Penn Mutual February 2009 - Present
Prudential Financial November 2003 - February 2010
Prudential Financial December 1992 - November 2004
Education
Stanford University Graduate School of Business
Susquehanna University
Gregg Clemens's Penn Mutual Experience 2002 - 2008
Job Regional Supervisory Officer at PNC Investments
Industry Financial Services
Experience
PNC Investments February 2012 - Present
Securities America March 2008 - February 2012
Hornor, Townsend & Kent, Inc. 2002 - 2008
Penn Mutual 2002 - 2008
Lincoln Investment Planning 1999 - 2002
Education
Temple University 1993 — 1994
BA, Marketing
Bishop Kenrick 1987 — 1989
PNC Investments February 2012 - Present
Securities America March 2008 - February 2012
Hornor, Townsend & Kent, Inc. 2002 - 2008
Penn Mutual 2002 - 2008
Lincoln Investment Planning 1999 - 2002
Education
Temple University 1993 — 1994
BA, Marketing
Bishop Kenrick 1987 — 1989
Joseph Horner's Penn Mutual Experience March 2011 - Present
Job Regional Marketing Director at Penn Mutual
Industry Financial Services
Experience
Penn Mutual March 2011 - Present
MMT Associates January 2008 - March 2011
Indigo Capital Management June 2006 - January 2008
Highland Capital Brokerage August 2004 - June 2006
Horizon Support Services November 2000 - August 2004
USL February 1999 - November 2000
MetLife 1988 - 1997
Education
State University of New York Empire State College
Penn Mutual March 2011 - Present
MMT Associates January 2008 - March 2011
Indigo Capital Management June 2006 - January 2008
Highland Capital Brokerage August 2004 - June 2006
Horizon Support Services November 2000 - August 2004
USL February 1999 - November 2000
MetLife 1988 - 1997
Education
State University of New York Empire State College
Ralph Chip Crews's Penn Mutual Experience Senior Vice President, Retail DistributionPrudential InsuranceJuly 1974 - February 2001
Job Senior Vice President at Penn Mutual
Industry Insurance
Experience
Penn Mutual Senior Vice President, Retail DistributionPrudential InsuranceJuly 1974 - February 2001
Education
The American College 1982 — 1984
Chartered Financial Consultant, Financial Planning
The American College 1976 — 1978
Chartered Life Underwriter, Insurance and Estate Planning
William & Mary 1967 — 1971
AB, History
Penn Mutual Senior Vice President, Retail DistributionPrudential InsuranceJuly 1974 - February 2001
Education
The American College 1982 — 1984
Chartered Financial Consultant, Financial Planning
The American College 1976 — 1978
Chartered Life Underwriter, Insurance and Estate Planning
William & Mary 1967 — 1971
AB, History
Jason Willett's Penn Mutual Experience January 2009 - Present
Job Regional Marketing Director For Penn Mutual
Industry Financial Services
Experience
Penn Mutual January 2009 - Present
Education
University of Arizona 1989 — 1992
B.A., International Relations
Sunnyslope High School 1984 — 1988
Advanced Studies Diploma
Penn Mutual January 2009 - Present
Education
University of Arizona 1989 — 1992
B.A., International Relations
Sunnyslope High School 1984 — 1988
Advanced Studies Diploma
cheryl zampirri's Penn Mutual Experience October 2000 - February 2009
Job Manager
Industry Insurance
Experience
Guardian Group February 2009 - Present
Penn Mutual October 2000 - February 2009
Education
Temple University
BA, Human Bio
Guardian Group February 2009 - Present
Penn Mutual October 2000 - February 2009
Education
Temple University
BA, Human Bio
Jeff Carman's Penn Mutual Experience October 1997 - May 2003
Job Owner, JAC Insurance Inc
Industry Insurance
Experience
J A C Insurance 2001 - Present
Penn Mutual October 1997 - May 2003
Manulife Financial June 1993 - September 1997
Skills
Life Insurance, Disability Insurance, Insurance, Retirement Planning, Long Term Care Insurance, Universal Life, Financial Advisory, Asset Allocation, Wealth, Pensions, General Insurance, Investment Strategies, Critical Illness
Education
Stetson University 1973 — 1978
BBA, Finance
Williston Northampton 1969 — 1973
J A C Insurance 2001 - Present
Penn Mutual October 1997 - May 2003
Manulife Financial June 1993 - September 1997
Skills
Life Insurance, Disability Insurance, Insurance, Retirement Planning, Long Term Care Insurance, Universal Life, Financial Advisory, Asset Allocation, Wealth, Pensions, General Insurance, Investment Strategies, Critical Illness
Education
Stetson University 1973 — 1978
BBA, Finance
Williston Northampton 1969 — 1973
Phillip Richards's Penn Mutual Experience 1962 - 1965
Job Board Trustee at Temple University
Industry Financial Services
Experience
North Star Resource Group 1969 - Present
North Star Resource Group 1998 - Present
North Star Resource Group 2007 - Present
Temple University 2009 - Present
North Star Resource Group 1995 - 2005
Hartford Life 1965 - 1968
Penn Mutual 1962 - 1965
Skills
Retirement, Leadership, Strategic Planning, Financial Services, Investments, Financial Advisory, Wealth Accumulation, Series 7, Securities, Strategic Financial..., Fixed Annuities, Disability Insurance, Long-term Care, Mutual Funds, Employee Benefits, Series 63, Retirement Planning, Wealth Management, Authorship, Vison, Company Growth, Retention, Teaching, Training, Charity, Self Awareness, Alternative...
Education
Temple University 1958 — 1962
Economics
Easton Area High School 1954 — 1958
North Star Resource Group 1969 - Present
North Star Resource Group 1998 - Present
North Star Resource Group 2007 - Present
Temple University 2009 - Present
North Star Resource Group 1995 - 2005
Hartford Life 1965 - 1968
Penn Mutual 1962 - 1965
Skills
Retirement, Leadership, Strategic Planning, Financial Services, Investments, Financial Advisory, Wealth Accumulation, Series 7, Securities, Strategic Financial..., Fixed Annuities, Disability Insurance, Long-term Care, Mutual Funds, Employee Benefits, Series 63, Retirement Planning, Wealth Management, Authorship, Vison, Company Growth, Retention, Teaching, Training, Charity, Self Awareness, Alternative...
Education
Temple University 1958 — 1962
Economics
Easton Area High School 1954 — 1958
Nontokozo Moyo's Penn Mutual Experience December 2006 - 2009
Job at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon December 2010 - Present
Strayer University January 2007 - Present
Penn Mutual December 2006 - 2009
University of Delaware August 2005 - May 2006
MBNA June 2005 - May 2006
Countrywide January 2004 - July 2004
University of Texas at Dallas August 2001 - August 2003
University of Texas Health Science Center at San Antonio April 2001 - August 2001
BHP Billiton June 1999 - August 1999
Intermediate Technology Zimbabwe June 1998 - August 1998
Skills
Financial Risk, Enterprise Risk..., Governance, Risk Management, Internal Controls, Risk Assessment, Project Management, Financial Analysis, Business Analysis, Management Consulting, Analysis, Economics, Banking, Financial Services, Sarbanes-Oxley Act, Operational Risk..., Strategy, Mergers & Acquisitions, Business Process..., Statistics, Finance, Data Analysis, Analytics, Fraud, Econometrics, Process Improvement, Strategic Planning, Non-profit Volunteering, Volunteer Management, Controls testing, IT Risk Management, COBIT, CISM, Green Belt Six Sigma, Yellow Belt Six Sigma, Controls Asssessments
Education
Villanova University 2008 — 2008
Green Belt Six Sigma
University of Delaware 2004 — 2006
ABD, Economics
The University of Texas at Dallas 2001 — 2003
MSc., Applied Economics
The University of British Columbia 1997 — 2001
BSc., Geology
Bank of New York Mellon December 2010 - Present
Strayer University January 2007 - Present
Penn Mutual December 2006 - 2009
University of Delaware August 2005 - May 2006
MBNA June 2005 - May 2006
Countrywide January 2004 - July 2004
University of Texas at Dallas August 2001 - August 2003
University of Texas Health Science Center at San Antonio April 2001 - August 2001
BHP Billiton June 1999 - August 1999
Intermediate Technology Zimbabwe June 1998 - August 1998
Skills
Financial Risk, Enterprise Risk..., Governance, Risk Management, Internal Controls, Risk Assessment, Project Management, Financial Analysis, Business Analysis, Management Consulting, Analysis, Economics, Banking, Financial Services, Sarbanes-Oxley Act, Operational Risk..., Strategy, Mergers & Acquisitions, Business Process..., Statistics, Finance, Data Analysis, Analytics, Fraud, Econometrics, Process Improvement, Strategic Planning, Non-profit Volunteering, Volunteer Management, Controls testing, IT Risk Management, COBIT, CISM, Green Belt Six Sigma, Yellow Belt Six Sigma, Controls Asssessments
Education
Villanova University 2008 — 2008
Green Belt Six Sigma
University of Delaware 2004 — 2006
ABD, Economics
The University of Texas at Dallas 2001 — 2003
MSc., Applied Economics
The University of British Columbia 1997 — 2001
BSc., Geology
Stephen Kiley's Penn Mutual Experience 2003 - 2008
Job Insurance Professional
Industry Insurance
Experience
Kiley Insurance Services January 2014 - Present
Pacific Life February 2012 - September 2013
Sun Life Financial 2010 - 2012
AIG American General June 2008 - September 2009
Penn Mutual 2003 - 2008
Comprehensive Planning, Inc. 2002 - 2003
Skills
Life Insurance, Lead Generation, Sales, Estate Planning, Retirement Planning, Wealth, High Net Worth..., Succession Planning, Insurance, Disability Insurance, Long-term Care, Retirement
Education
University of Cincinnati 1987 — 1991
Bachelor of Arts (B.A.), Economics
Roger Bacon
Kiley Insurance Services January 2014 - Present
Pacific Life February 2012 - September 2013
Sun Life Financial 2010 - 2012
AIG American General June 2008 - September 2009
Penn Mutual 2003 - 2008
Comprehensive Planning, Inc. 2002 - 2003
Skills
Life Insurance, Lead Generation, Sales, Estate Planning, Retirement Planning, Wealth, High Net Worth..., Succession Planning, Insurance, Disability Insurance, Long-term Care, Retirement
Education
University of Cincinnati 1987 — 1991
Bachelor of Arts (B.A.), Economics
Roger Bacon
Catherine Strauss's Penn Mutual Experience 1979 - 1996
Job Independent Civic & Social Organization Professional
Industry Civic & Social Organization
Experience
Harleysville Insurance 1996 - 2006
Penn Mutual 1979 - 1996
Drinker Biddle & Reath LLP 1976 - 1979
Education
Brown Univ
BA
Temple University - James E. Beasley School of Law
JD
Harleysville Insurance 1996 - 2006
Penn Mutual 1979 - 1996
Drinker Biddle & Reath LLP 1976 - 1979
Education
Brown Univ
BA
Temple University - James E. Beasley School of Law
JD
Dan Swantek's Penn Mutual Experience 1972 - 2006
Job President, IFG LTD
Industry Insurance
Experience
IFG ltd January 1990 - Present
Penn Mutual 1972 - 2006
Penn Mutual 1972 - 2005
Education
University of Dayton
IFG ltd January 1990 - Present
Penn Mutual 1972 - 2006
Penn Mutual 1972 - 2005
Education
University of Dayton
Bruno Gargiulo's Penn Mutual Experience January 1991 - October 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Penn Mutual January 1991 - October 2009
Penn Mutual January 1987 - December 1990
Penn Mutual September 1982 - December 1986
Conrail September 1976 - August 1982
Education
University of Pennsylvania 1972 — 1976
Penn Mutual January 1991 - October 2009
Penn Mutual January 1987 - December 1990
Penn Mutual September 1982 - December 1986
Conrail September 1976 - August 1982
Education
University of Pennsylvania 1972 — 1976
Kim Brady's Penn Mutual Experience 1996 - 2010
Job Senior Manager, Global Tax at ACE Group
Industry Insurance
Experience
ACE Group April 2014 - Present
FMC Corporation October 2010 - April 2014
Penn Mutual 1996 - 2010
Cigna 1991 - 1996
Richard I Rubin & Co. 1991 - 1991
Laventhol & Horwath 1988 - 1990
Skills
CPA, Tax Research, Tax Accounting, Corporate Tax, Tax, GAAP, US GAAP, Sarbanes-Oxley Act, Income Tax, Auditing
Education
Temple University - Fox School of Business and Management 1994 — 1996
MST, Taxation
Temple University - Fox School of Business and Management 1984 — 1988
BBA, Accounting
ACE Group April 2014 - Present
FMC Corporation October 2010 - April 2014
Penn Mutual 1996 - 2010
Cigna 1991 - 1996
Richard I Rubin & Co. 1991 - 1991
Laventhol & Horwath 1988 - 1990
Skills
CPA, Tax Research, Tax Accounting, Corporate Tax, Tax, GAAP, US GAAP, Sarbanes-Oxley Act, Income Tax, Auditing
Education
Temple University - Fox School of Business and Management 1994 — 1996
MST, Taxation
Temple University - Fox School of Business and Management 1984 — 1988
BBA, Accounting
Kelli Sweeney's Penn Mutual Experience 1992 - 1993
Job Vice President, Client Services at Willis
Industry
Experience
Willis January 2007 - Present
Willis of Pennsylvania, Inc. 2007 - Present
Hub International 2002 - 2007
USI Insurance Services 1999 - 2002
TRX Insurance Services 1996 - 1999
USF+G 1993 - 1996
Penn Mutual 1992 - 1993
Aetna Life and Casualty 1987 - 1992
Education
Middle Township
Richard Stockton College of New Jersey
Bachelor of Science (BS)
Willis January 2007 - Present
Willis of Pennsylvania, Inc. 2007 - Present
Hub International 2002 - 2007
USI Insurance Services 1999 - 2002
TRX Insurance Services 1996 - 1999
USF+G 1993 - 1996
Penn Mutual 1992 - 1993
Aetna Life and Casualty 1987 - 1992
Education
Middle Township
Richard Stockton College of New Jersey
Bachelor of Science (BS)
Danforth Comins's Penn Mutual Experience 1974 - June 1976
Job at D.W. Comins and Associates
Industry Accounting
Experience
D.W. Comins and Associates November 1989 - Present
Financial Secretary July 1976 - November 1989
Penn Mutual 1974 - June 1976
Skills
Singing, Small Business, Business Strategy, Accounting, Payroll, Social Media, Start-ups, Bookkeeping, Marketing Strategy, Tax, Corporate Tax, Strategic Planning, Financial Analysis, Entertainment, Management, Sales, Public Speaking, Acting, Music Production
Education
University of Iowa 1964 — 1968
BA
D.W. Comins and Associates November 1989 - Present
Financial Secretary July 1976 - November 1989
Penn Mutual 1974 - June 1976
Skills
Singing, Small Business, Business Strategy, Accounting, Payroll, Social Media, Start-ups, Bookkeeping, Marketing Strategy, Tax, Corporate Tax, Strategic Planning, Financial Analysis, Entertainment, Management, Sales, Public Speaking, Acting, Music Production
Education
University of Iowa 1964 — 1968
BA
Kristen Kimball's Penn Mutual Experience March 2011 - Present
Job Regional Marketing Specialist at Penn Mutual
Industry Financial Services
Experience
Penn Mutual March 2011 - Present
State Farm Insurance June 2009 - February 2011
Education
University of Missouri-Columbia 2005 — 2009
Bachelor of Science, Psychology and Business
Penn Mutual March 2011 - Present
State Farm Insurance June 2009 - February 2011
Education
University of Missouri-Columbia 2005 — 2009
Bachelor of Science, Psychology and Business
Ashley Rahill's Penn Mutual Experience 2009 - 2009
Job Associate National Bank Examiner at the Office of the Comptroller of the Currency US Treasury
Industry Commercial Real Estate
Experience
Office of the Comptroller of the Currency June 2010 - Present
Penn Mutual 2009 - 2009
SWIFT 2008 - 2009
Skills
Interest Rate Risk..., Financial Analysis, Risk Management, Finance, Management, Financial Reporting, Banking, Capital Markets
Education
St. John's University 2006 — 2010
Bachelor of Science (B.S.), Finance, 3.6
Office of the Comptroller of the Currency June 2010 - Present
Penn Mutual 2009 - 2009
SWIFT 2008 - 2009
Skills
Interest Rate Risk..., Financial Analysis, Risk Management, Finance, Management, Financial Reporting, Banking, Capital Markets
Education
St. John's University 2006 — 2010
Bachelor of Science (B.S.), Finance, 3.6
Michael Swett, CFA's Penn Mutual Experience May 2008 - June 2014
Job Senior Portfolio Manager Fixed Income
Industry Investment Management
Experience
University of California Regents, Office of the Chief Investment Officer October 2014 - Present
Penn Mutual May 2008 - June 2014
Deutsche Bank 2006 - 2008
PIMCO 1998 - 2004
Skills
Fixed Income, Portfolio Management, Financial Modeling, Investments, Trading, Securities, Asset Allocation, Investment Strategies, Investment Management
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Analytic Finance & Economics
University of California, Irvine 1993 — 1998
B.S., Economics
University of California Regents, Office of the Chief Investment Officer October 2014 - Present
Penn Mutual May 2008 - June 2014
Deutsche Bank 2006 - 2008
PIMCO 1998 - 2004
Skills
Fixed Income, Portfolio Management, Financial Modeling, Investments, Trading, Securities, Asset Allocation, Investment Strategies, Investment Management
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Analytic Finance & Economics
University of California, Irvine 1993 — 1998
B.S., Economics
Nary Po's Penn Mutual Experience February 2013 - September 2013
Job Experienced Financial Analyst, Accounting Coordinator, and Fund Accountant
Industry Financial Services
Experience
Penn Mutual February 2013 - September 2013
Vanguard June 2012 - November 2012
NRAI Corporate Services, Inc. September 2006 - December 2011
Metropolitan West Asset Management January 2006 - September 2006
Putnam Investments July 2003 - November 2005
Skills
Finance, Accounting, Budgets, Financial Analysis, Forecasting, Microsoft Excel, Account Reconciliation, Variance Analysis, Accruals, Financial Reporting, QuickBooks, Microsoft Office, Accounts Payable, Accounts Receivable, PowerPoint, Analysis, Customer Service, Internal Controls, Financial Modeling, Risk Management, Strategic Planning, Business Strategy, Business Analysis, Business Development, Word, Outlook, Microsoft Word
Education
University of Massachusetts at Lowell 1998 — 2003
Bachelor of Science in Business Adminstration, Finance and Management
Penn Mutual February 2013 - September 2013
Vanguard June 2012 - November 2012
NRAI Corporate Services, Inc. September 2006 - December 2011
Metropolitan West Asset Management January 2006 - September 2006
Putnam Investments July 2003 - November 2005
Skills
Finance, Accounting, Budgets, Financial Analysis, Forecasting, Microsoft Excel, Account Reconciliation, Variance Analysis, Accruals, Financial Reporting, QuickBooks, Microsoft Office, Accounts Payable, Accounts Receivable, PowerPoint, Analysis, Customer Service, Internal Controls, Financial Modeling, Risk Management, Strategic Planning, Business Strategy, Business Analysis, Business Development, Word, Outlook, Microsoft Word
Education
University of Massachusetts at Lowell 1998 — 2003
Bachelor of Science in Business Adminstration, Finance and Management
Lisa Nelson, ACS's Penn Mutual Experience September 2011 - Present
Job Client Relationship Manager To Kathie H. Okun @ The Okun Group
Industry Insurance
Experience
Penn Mutual September 2011 - Present
Skills
Wealth Management, Life Insurance, Health Insurance, 401k, 401k Rollovers
Education
Community College of Baltimore
University of Baltimore
B. S.
Penn Mutual September 2011 - Present
Skills
Wealth Management, Life Insurance, Health Insurance, 401k, 401k Rollovers
Education
Community College of Baltimore
University of Baltimore
B. S.
Dillon Boyle's Penn Mutual Experience June 2012 - Present
Job Producer & Client Services
Industry Financial Services
Experience
Penn Mutual June 2012 - Present
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel
Education
Temple University 2011 — 2013
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Penn Mutual June 2012 - Present
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel
Education
Temple University 2011 — 2013
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Thomas Kerfoot's Penn Mutual Experience May 2007 - Present
Job Sr. Life New Business Specialist at Penn Mutual
Industry Insurance
Experience
Penn Mutual May 2007 - Present
Skills
Financial Services, Life Insurance, Process Improvement
Education
Susquehanna University 1998 — 2002
B.A. Psychology
Penn Mutual May 2007 - Present
Skills
Financial Services, Life Insurance, Process Improvement
Education
Susquehanna University 1998 — 2002
B.A. Psychology
Gerald Esher's Penn Mutual Experience January 1985 - May 2005
Job Driver at Tydyn Limousine
Industry Transportation/Trucking/Railroad
Experience
Tydyn Limousine January 2011 - Present
Park Lane Limousine January 2007 - January 2011
Penn Mutual January 1985 - May 2005
Paul Revere Life January 1973 - August 1984
Skills
Logistics, Operations Management, Strategic Planning, Negotiation, Microsoft Word, Change Management, Team Building, Process Improvement, Freight, New Business Development
Education
The American College 1968 — 1971
Insurance & Financial Planning, Insurance
Trenton State
None. Transferred, Distributive Education
Tydyn Limousine January 2011 - Present
Park Lane Limousine January 2007 - January 2011
Penn Mutual January 1985 - May 2005
Paul Revere Life January 1973 - August 1984
Skills
Logistics, Operations Management, Strategic Planning, Negotiation, Microsoft Word, Change Management, Team Building, Process Improvement, Freight, New Business Development
Education
The American College 1968 — 1971
Insurance & Financial Planning, Insurance
Trenton State
None. Transferred, Distributive Education
Geiger Bette's Penn Mutual Experience October 1982 - July 1998
Job Billing Specialist at Wordsworth Academy
Industry Nonprofit Organization Management
Experience
Wordsworth Academy January 2005 - Present
ABN AMRO Sage Clearing Firm April 1999 - April 2004
Penn Mutual October 1982 - July 1998
Education
Philadelphia High School for Girls
Thiel College
Bachelor of Arts (B.A.), Sociology
Wordsworth Academy January 2005 - Present
ABN AMRO Sage Clearing Firm April 1999 - April 2004
Penn Mutual October 1982 - July 1998
Education
Philadelphia High School for Girls
Thiel College
Bachelor of Arts (B.A.), Sociology
Bill Mallon, CLU, ChFC's Penn Mutual Experience 1988 - 1990
Job Director of Operations at Travelers Insurance Company
Industry Insurance
Experience
Travelers December 1999 - Present
UnitedHealth Group 1996 - 1999
Travelers 1990 - 1996
Penn Mutual 1988 - 1990
Fireman's Fund Insurance Company 1986 - 1988
Skills
Property & Casualty..., Claim, Process Improvement, Commercial Insurance, Workers Compensation, General Insurance, Liability, Casualty, Management, Finance
Education
University of Hartford 1985 — 1986
Master's degree, Insurance
University of Hartford 1981 — 1985
Bachelor's degree, Finance and Economics
Travelers December 1999 - Present
UnitedHealth Group 1996 - 1999
Travelers 1990 - 1996
Penn Mutual 1988 - 1990
Fireman's Fund Insurance Company 1986 - 1988
Skills
Property & Casualty..., Claim, Process Improvement, Commercial Insurance, Workers Compensation, General Insurance, Liability, Casualty, Management, Finance
Education
University of Hartford 1985 — 1986
Master's degree, Insurance
University of Hartford 1981 — 1985
Bachelor's degree, Finance and Economics
Michael Gerhard's Penn Mutual Experience 1992 - 2004
Job Regional Vice President at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance November 2004 - Present
Penn Mutual 1992 - 2004
American Guardian 1990 - 1992
Skills
Sales, Marketing
Education
Temple University - Fox School of Business and Management 1983 — 1987
Bachelor of Business Administration (BBA), Business
Bishop McDevitt High School 1979 — 1983
Nationwide Insurance November 2004 - Present
Penn Mutual 1992 - 2004
American Guardian 1990 - 1992
Skills
Sales, Marketing
Education
Temple University - Fox School of Business and Management 1983 — 1987
Bachelor of Business Administration (BBA), Business
Bishop McDevitt High School 1979 — 1983
MetLife
AXA Equitable
Prudential
Protective Life
Metropolitan Life Insurance Company
American National Insurance
Torchmark Corporation
Met Life