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
Renee Feather Renee Feather's Penn Mutual Experience May 2007 - December 2008
Job Searching for a new challenge
Industry Financial Services
Experience
Fluke Corporation June 2013 - June 2015
The Kraft Heinz Company 2015 - 2015
The Kraft Heinz Company 2015 - 2015
Newell Rubbermaid May 2011 - May 2013
First Niagara Bank December 2008 - August 2010
Penn Mutual May 2007 - December 2008
University of Pittsburgh 2003 - 2007
Skills
Microsoft Excel, Account Management, Financial Analysis, Financial Services, Credit, Financial Modeling, SAP, Risk Management, Financial Reporting, Process Improvement, Finance, Microsoft Office, Negotiation, Analysis, Customer Service, Forecasting, Sales
Education
University of Pittsburgh 2003 — 2007
BA, Economics and Political Science
Fluke Corporation June 2013 - June 2015
The Kraft Heinz Company 2015 - 2015
The Kraft Heinz Company 2015 - 2015
Newell Rubbermaid May 2011 - May 2013
First Niagara Bank December 2008 - August 2010
Penn Mutual May 2007 - December 2008
University of Pittsburgh 2003 - 2007
Skills
Microsoft Excel, Account Management, Financial Analysis, Financial Services, Credit, Financial Modeling, SAP, Risk Management, Financial Reporting, Process Improvement, Finance, Microsoft Office, Negotiation, Analysis, Customer Service, Forecasting, Sales
Education
University of Pittsburgh 2003 — 2007
BA, Economics and Political Science
J Bryan Washburn J Bryan Washburn's Penn Mutual Experience 2004 - 2015
Job Financial Advisor
Industry Financial Services
Experience
The Cambridge Financial Center 2004 - 2015
Penn Mutual 2004 - 2015
New England Financial 2003 - 2004
Principal Financial Group March 1997 - April 2003
New York Life Insurance Company 1992 - 1997
New York Life Insurance Company 1988 - 1992
Skills
Management, Strategic Planning, Leadership, Customer Service, Insurance, Team Building, Retirement Planning, Finance, Public Speaking, Investments
Education
University of Phoenix
Business Management
University of Utah
The Cambridge Financial Center 2004 - 2015
Penn Mutual 2004 - 2015
New England Financial 2003 - 2004
Principal Financial Group March 1997 - April 2003
New York Life Insurance Company 1992 - 1997
New York Life Insurance Company 1988 - 1992
Skills
Management, Strategic Planning, Leadership, Customer Service, Insurance, Team Building, Retirement Planning, Finance, Public Speaking, Investments
Education
University of Phoenix
Business Management
University of Utah
Kaitlin Turnley's Penn Mutual Experience April 2006 - September 2006
Job Marketing Director at AIG
Industry Marketing and Advertising
Experience
AIG April 2014 - Present
Streamline Promotional Company February 2011 - Present
Footsteps for Recovery (Formerly PENED) March 2011 - March 2015
University of Pittsburgh July 2012 - April 2014
Oxford Athletic Club October 2009 - July 2012
MR Financial November 2010 - February 2012
InteractComm October 2010 - November 2010
On Board Entertainment May 2009 - May 2010
Select International January 2007 - May 2007
Penn Mutual April 2006 - September 2006
Skills
Event Planning, Advertising, Promotions, Social Media, Microsoft Office, PowerPoint, Customer Service, Excel, Public Relations, Social Media Marketing, Email Marketing, Marketing Communications, Event Management, Writing, Market Research, Facebook, Outlook, Fundraising, Non-profits, Marketing Strategy, Account Management, Photoshop, Nonprofits, Online Advertising, Retail, Editing, Management, Budgets, Microsoft Excel, Sponsorship, Social Networking, Research, Marketing, Leadership, Sales
Education
University of Pittsburgh 2004 — 2008
BSBA, Marketing
St. Alphonsus
AIG April 2014 - Present
Streamline Promotional Company February 2011 - Present
Footsteps for Recovery (Formerly PENED) March 2011 - March 2015
University of Pittsburgh July 2012 - April 2014
Oxford Athletic Club October 2009 - July 2012
MR Financial November 2010 - February 2012
InteractComm October 2010 - November 2010
On Board Entertainment May 2009 - May 2010
Select International January 2007 - May 2007
Penn Mutual April 2006 - September 2006
Skills
Event Planning, Advertising, Promotions, Social Media, Microsoft Office, PowerPoint, Customer Service, Excel, Public Relations, Social Media Marketing, Email Marketing, Marketing Communications, Event Management, Writing, Market Research, Facebook, Outlook, Fundraising, Non-profits, Marketing Strategy, Account Management, Photoshop, Nonprofits, Online Advertising, Retail, Editing, Management, Budgets, Microsoft Excel, Sponsorship, Social Networking, Research, Marketing, Leadership, Sales
Education
University of Pittsburgh 2004 — 2008
BSBA, Marketing
St. Alphonsus
Sue Holloway Sue Holloway's Penn Mutual Experience 1999 - 2006
Job Senior State Filing Analyst at Transamerica
Industry Insurance
Experience
Transamerica Life Insurance Company August 2014 - Present
Voya Financial September 2010 - May 2014
Voya Financial May 2006 - September 2010
Penn Mutual 1999 - 2006
Penn Mutual 1990 - 1999
Skills
Forms Development, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Indexed Annuities, Life Insurance, Term Life Insurance, Product Lifecycle..., Whole Life, SEC filings, Electronic Filing, Regulatory Filings, EDGAR filings, Document Drafting, Final Draft, Drafting Policies, Customer Service, Compliance, Microsoft Excel, HIPAA, Layout, Microsoft Office, Microsoft Word, Negotiation, Organization, Project Management, Proofreading, Quality Assurance, Technical Writing, Windows, Writing, Business Analysis, Leadership, Insurance, Management, Risk Management, Vendor Management
Education
University of Pennsylvania - The Wharton School
Selected courses in Business Management
Transamerica Life Insurance Company August 2014 - Present
Voya Financial September 2010 - May 2014
Voya Financial May 2006 - September 2010
Penn Mutual 1999 - 2006
Penn Mutual 1990 - 1999
Skills
Forms Development, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Indexed Annuities, Life Insurance, Term Life Insurance, Product Lifecycle..., Whole Life, SEC filings, Electronic Filing, Regulatory Filings, EDGAR filings, Document Drafting, Final Draft, Drafting Policies, Customer Service, Compliance, Microsoft Excel, HIPAA, Layout, Microsoft Office, Microsoft Word, Negotiation, Organization, Project Management, Proofreading, Quality Assurance, Technical Writing, Windows, Writing, Business Analysis, Leadership, Insurance, Management, Risk Management, Vendor Management
Education
University of Pennsylvania - The Wharton School
Selected courses in Business Management
Hayssam Kamal's Penn Mutual Experience April 2012 - August 2012
Job Equal Employment Opportunity Specialist
Industry Financial Services
Experience
Department of Veterans' Affairs September 2014 - Present
Raymond James Financial Inc. September 2012 - August 2014
Penn Mutual April 2012 - August 2012
Northwestern Mutual November 2011 - April 2012
United States Marine Corps January 2007 - January 2011
Skills
Leadership Development, Risk Management, Strategic Planning, Customer Service, PowerPoint, Leadership, Team Leadership, Team Building, Financial Analysis, Program Management, Budgets, Insurance, Training, Microsoft Excel, Finance, Data Analysis
Education
American Military University current
Master of Business Administration (MBA), Accounting and Finance
American Military University
Business Administration, Marketing
University of South Florida
Biology, General
Department of Veterans' Affairs September 2014 - Present
Raymond James Financial Inc. September 2012 - August 2014
Penn Mutual April 2012 - August 2012
Northwestern Mutual November 2011 - April 2012
United States Marine Corps January 2007 - January 2011
Skills
Leadership Development, Risk Management, Strategic Planning, Customer Service, PowerPoint, Leadership, Team Leadership, Team Building, Financial Analysis, Program Management, Budgets, Insurance, Training, Microsoft Excel, Finance, Data Analysis
Education
American Military University current
Master of Business Administration (MBA), Accounting and Finance
American Military University
Business Administration, Marketing
University of South Florida
Biology, General
Mallory Brewer's Penn Mutual Experience 2014 - 2014
Job Director of Marketing at Strategic Financial Designs
Industry Marketing and Advertising
Experience
Strategic Financial Designs August 2014 - Present
Rock Bottom Restaurant and Brewery May 2010 - October 2014
21st Century Financial June 2014 - August 2014
Penn Mutual 2014 - 2014
Match Plus eMarketing Group June 2010 - August 2012
University of Pittsburgh September 2010 - May 2011
AmeriCorps Jumpstart September 2009 - April 2010
Skills
Social Media, Blogging, Wealth Management, Email Marketing, Public Speaking, Social Media Marketing, Event Planning, Community Outreach, Microsoft Office, Advertising, Facebook, Social Networking, Research, Management, PPC, Photoshop, Web Design, SMO, Fundraising, Non-profits
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Pittsburgh 2007 — 2011
Bachelor of Science (BS), Psychology
Strategic Financial Designs August 2014 - Present
Rock Bottom Restaurant and Brewery May 2010 - October 2014
21st Century Financial June 2014 - August 2014
Penn Mutual 2014 - 2014
Match Plus eMarketing Group June 2010 - August 2012
University of Pittsburgh September 2010 - May 2011
AmeriCorps Jumpstart September 2009 - April 2010
Skills
Social Media, Blogging, Wealth Management, Email Marketing, Public Speaking, Social Media Marketing, Event Planning, Community Outreach, Microsoft Office, Advertising, Facebook, Social Networking, Research, Management, PPC, Photoshop, Web Design, SMO, Fundraising, Non-profits
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Pittsburgh 2007 — 2011
Bachelor of Science (BS), Psychology
Tracy Marrocco Tracy Marrocco's Penn Mutual Experience September 2009 - May 2012
Job Marketing executive with extensive financial services experience and topnotch creative, analytical and editorial skills
Industry Financial Services
Experience
PNC June 2013 - Present
Echo Point Investment Management, LLC October 2012 - June 2013
Tracy Marrocco Marketing Consulting and Investment Writing August 2012 - June 2013
Penn Mutual September 2009 - May 2012
Penn Mutual March 2008 - August 2009
Penn Mutual March 2007 - March 2008
Vanguard 2006 - 2007
Liberty Ridge Capital 2002 - 2005
Pilgrim Baxter & Associates 2000 - 2002
Delaware Investments, a member of the Macquarie Group 1998 - 2000
Skills
Marketing Strategy, Financial Writing, Product Marketing, Copywriting, Copy Editing, Market Research, Marketing Communications, Direct Marketing, Marketing Research, Email Marketing, Advertising, Online Communications, Lead Generation, Marketing Management, Investments, Life Insurance, Variable Annuities, Mutual Funds, Target Marketing, Segmentation, Small Business Marketing, marketing to women, High Net Worth..., Social Media, Content Development, Marketing, Financial Services, Finance
Education
University of Pennsylvania
B.S., Economics, 3.82
PNC June 2013 - Present
Echo Point Investment Management, LLC October 2012 - June 2013
Tracy Marrocco Marketing Consulting and Investment Writing August 2012 - June 2013
Penn Mutual September 2009 - May 2012
Penn Mutual March 2008 - August 2009
Penn Mutual March 2007 - March 2008
Vanguard 2006 - 2007
Liberty Ridge Capital 2002 - 2005
Pilgrim Baxter & Associates 2000 - 2002
Delaware Investments, a member of the Macquarie Group 1998 - 2000
Skills
Marketing Strategy, Financial Writing, Product Marketing, Copywriting, Copy Editing, Market Research, Marketing Communications, Direct Marketing, Marketing Research, Email Marketing, Advertising, Online Communications, Lead Generation, Marketing Management, Investments, Life Insurance, Variable Annuities, Mutual Funds, Target Marketing, Segmentation, Small Business Marketing, marketing to women, High Net Worth..., Social Media, Content Development, Marketing, Financial Services, Finance
Education
University of Pennsylvania
B.S., Economics, 3.82
Tina Reese Tina Reese's Penn Mutual Experience 1984 - 1986
Job Vice President of Operations
Industry Facilities Services
Experience
CFESA 1995 - Present
Commercial Appliance Parts & Service 1988 - Present
Penn Mutual 1984 - 1986
Skills
Food Service, Operations Management, New Business Development, Team Building, Facilities Management, Restaurants, Sales Management, Contract Negotiation, Budgets
Education
University of South Florida 1980 — 1982
Business Admin
Hillsborough Community College 1978 — 1980
CFESA 1995 - Present
Commercial Appliance Parts & Service 1988 - Present
Penn Mutual 1984 - 1986
Skills
Food Service, Operations Management, New Business Development, Team Building, Facilities Management, Restaurants, Sales Management, Contract Negotiation, Budgets
Education
University of South Florida 1980 — 1982
Business Admin
Hillsborough Community College 1978 — 1980
Charles Lampert, CLU Charles Lampert, CLU's Penn Mutual Experience March 2011 - Present
Job Regional Marketing Director at Penn Mutual
Industry Insurance
Experience
Penn Mutual March 2011 - Present
Pacific Life November 2001 - March 2011
Lampert Brokerage Service, Inc January 1985 - October 2001
Skills
External Wholesaler, Series 6, Series 63, New Business Development, Marketing Strategy, 401k, Account Management, Sales Operations, Professional & Creative..., Life Insurance, Disability Insurance, Universal Life, Non-Qualified Executive..., Property and Casualty..., Fixed Annuities, Estate Planning..., Retirement Income...
Education
William Paterson University of New Jersey 2010 — 2015
MFA, Creative & Professional Writing candidate
University of Pennsylvania 1972 — 1976
BA, Economics
Penn Mutual March 2011 - Present
Pacific Life November 2001 - March 2011
Lampert Brokerage Service, Inc January 1985 - October 2001
Skills
External Wholesaler, Series 6, Series 63, New Business Development, Marketing Strategy, 401k, Account Management, Sales Operations, Professional & Creative..., Life Insurance, Disability Insurance, Universal Life, Non-Qualified Executive..., Property and Casualty..., Fixed Annuities, Estate Planning..., Retirement Income...
Education
William Paterson University of New Jersey 2010 — 2015
MFA, Creative & Professional Writing candidate
University of Pennsylvania 1972 — 1976
BA, Economics
Dean Matthew Julian II, MBA's Penn Mutual Experience January 2007 - October 2008
Job Technical Recruiter
Industry Staffing and Recruiting
Experience
The Computer Merchant, LTD October 2012 - Present
EDMC, South University Online October 2009 - February 2012
Penn Mutual January 2007 - October 2008
Prudential Financial September 2005 - December 2006
Cafe Sam August 2002 - September 2005
Banana Republic November 2001 - October 2002
Skills
Recruiting, Management, Training, Sales, Onboarding, Team Building, College Recruiting, Leadership, Time Management, Customer Service, Applicant Tracking..., Interviews, Internet Recruiting, Finance, Admissions, Temporary Placement, Negotiation, Talent Acquisition, Public Speaking, Resume Writing, Employee Training, Staffing Services, Technical Recruiting, Coaching, Insurance, Hiring, Forecasting, Student Financial Aid, Process Improvement, Career Counseling, Staff Development, Enrollment Management, Human Resources, Cold Calling, Benefits Negotiation, Contract Recruitment, Screening Resumes, Leadership Development, Strategic Financial..., Relationship Management, Budgets, Transformational..., Fortune 500, Employee Relations, Building High..., Staff Augmentation, Full-life Cycle..., Corporate Recruiting, Financial Recruiting, LinkedIn Recruiter
Education
Argosy University-Phoenix Online Division 2011 — 2013
Master of Business Administration (MBA), Finance and Leadership, 3.95
University of Pittsburgh 1997 — 2003
Bachelor of Science, Economics
Clairton Education Center 1993 — 1997
Clairton Education Center
The Computer Merchant, LTD October 2012 - Present
EDMC, South University Online October 2009 - February 2012
Penn Mutual January 2007 - October 2008
Prudential Financial September 2005 - December 2006
Cafe Sam August 2002 - September 2005
Banana Republic November 2001 - October 2002
Skills
Recruiting, Management, Training, Sales, Onboarding, Team Building, College Recruiting, Leadership, Time Management, Customer Service, Applicant Tracking..., Interviews, Internet Recruiting, Finance, Admissions, Temporary Placement, Negotiation, Talent Acquisition, Public Speaking, Resume Writing, Employee Training, Staffing Services, Technical Recruiting, Coaching, Insurance, Hiring, Forecasting, Student Financial Aid, Process Improvement, Career Counseling, Staff Development, Enrollment Management, Human Resources, Cold Calling, Benefits Negotiation, Contract Recruitment, Screening Resumes, Leadership Development, Strategic Financial..., Relationship Management, Budgets, Transformational..., Fortune 500, Employee Relations, Building High..., Staff Augmentation, Full-life Cycle..., Corporate Recruiting, Financial Recruiting, LinkedIn Recruiter
Education
Argosy University-Phoenix Online Division 2011 — 2013
Master of Business Administration (MBA), Finance and Leadership, 3.95
University of Pittsburgh 1997 — 2003
Bachelor of Science, Economics
Clairton Education Center 1993 — 1997
Clairton Education Center
Christopher Lekawa Christopher Lekawa's Penn Mutual Experience May 2012 - August 2012
Job Actuarial Specialist at Nationwide Financial
Industry Insurance
Experience
Nationwide Financial June 2015 - Present
Nationwide Financial June 2013 - June 2015
Penn Mutual May 2012 - August 2012
West Pharmaceutical Services May 2011 - August 2011
Skills
Actuarial, Economics, Problem Solving, Team Leadership, Mathematics, Actuarial Science, Leadership, Finance, Accounting, Insurance, Public Speaking, Microsoft Excel, Financial Reporting
Education
University of Pittsburgh 2009 — 2013
Bachelor of Science (B.S.), Actuarial Mathematics
Nationwide Financial June 2015 - Present
Nationwide Financial June 2013 - June 2015
Penn Mutual May 2012 - August 2012
West Pharmaceutical Services May 2011 - August 2011
Skills
Actuarial, Economics, Problem Solving, Team Leadership, Mathematics, Actuarial Science, Leadership, Finance, Accounting, Insurance, Public Speaking, Microsoft Excel, Financial Reporting
Education
University of Pittsburgh 2009 — 2013
Bachelor of Science (B.S.), Actuarial Mathematics
Al Kingcade,CLU,ChFC Al Kingcade,CLU,ChFC's Penn Mutual Experience June 1972 - November 1987
Job Agency Annuity Specialist, First Financial Group
Industry Financial Services
Experience
First Financial Group May 1988 - Present
Penn Mutual June 1972 - November 1987
Skills
Fixed Annuities, Strategic Financial..., Insurance, Pensions, Retirement, Disability Insurance, Long-term Care, Life Insurance
Education
University of Pennsylvania - The Wharton School
First Financial Group May 1988 - Present
Penn Mutual June 1972 - November 1987
Skills
Fixed Annuities, Strategic Financial..., Insurance, Pensions, Retirement, Disability Insurance, Long-term Care, Life Insurance
Education
University of Pennsylvania - The Wharton School
Dharmesh Amin's Penn Mutual Experience November 2012 - Present
Job Owner at The UPS Store & The UPS Store Business Center
Industry Insurance
Experience
The UPS Store November 2014 - Present
The UPS Store July 2014 - Present
The UPS Store January 2014 - Present
Penn Mutual November 2012 - Present
The UPS Store November 2008 - Present
The UPS Store April 2008 - February 2014
The UPS Store #3457 November 2007 - April 2011
Skills
Franchising, Small Business, New Business Development, Entrepreneurship, Retail, Marketing, Training, Logistics, Purchasing, Customer Service, Team Building, Networking, Business Planning, Sales, Sales Management, Management
Education
University of South Florida - College of Business Administration 2003 — 2007
Finance, Management, Marketing
The UPS Store November 2014 - Present
The UPS Store July 2014 - Present
The UPS Store January 2014 - Present
Penn Mutual November 2012 - Present
The UPS Store November 2008 - Present
The UPS Store April 2008 - February 2014
The UPS Store #3457 November 2007 - April 2011
Skills
Franchising, Small Business, New Business Development, Entrepreneurship, Retail, Marketing, Training, Logistics, Purchasing, Customer Service, Team Building, Networking, Business Planning, Sales, Sales Management, Management
Education
University of South Florida - College of Business Administration 2003 — 2007
Finance, Management, Marketing
Patrick Niebler Patrick Niebler's Penn Mutual Experience June 2015 - Present
Job Internship at Penn Mutual Life Planning Group
Industry
Experience
Penn Mutual June 2015 - Present
Millon Lacrosse July 2014 - August 2014
Hempstead Country Club June 2013 - August 2013
Garden City Lacrosse Coach May 2013 - August 2013
Skills
Sports
Education
University of Scranton 2012 — 2016
Penn Mutual June 2015 - Present
Millon Lacrosse July 2014 - August 2014
Hempstead Country Club June 2013 - August 2013
Garden City Lacrosse Coach May 2013 - August 2013
Skills
Sports
Education
University of Scranton 2012 — 2016
Guy Rossi Guy Rossi's Penn Mutual Experience January 1995 - September 2008
Job Partner at RHM Partners
Industry Financial Services
Experience
RHM Partners October 2008 - Present
Penn Mutual January 1995 - September 2008
Skills
Life Insurance, Term Life Insurance, Permanent Life Insurance, Annuity Sales, Financial Services, Estate Planning, New Business Development, Business Owner Planning, Buy-sell Agreements, Irrevocable Life...
Education
William E. Simon School of Business 1997 — 1999
Master of Business Administration (MBA), Corporate Finance and Accounting
University of Rochester 1987 — 1991
Bachelor of Arts (B.A.), Economics
RHM Partners October 2008 - Present
Penn Mutual January 1995 - September 2008
Skills
Life Insurance, Term Life Insurance, Permanent Life Insurance, Annuity Sales, Financial Services, Estate Planning, New Business Development, Business Owner Planning, Buy-sell Agreements, Irrevocable Life...
Education
William E. Simon School of Business 1997 — 1999
Master of Business Administration (MBA), Corporate Finance and Accounting
University of Rochester 1987 — 1991
Bachelor of Arts (B.A.), Economics
Blaise Jacobsen's Penn Mutual Experience October 2014 - Present
Job Internal Marketing Rep at Penn Mutual
Industry Insurance
Experience
Penn Mutual October 2014 - Present
University of Phoenix November 2009 - September 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Marketing Strategy, Social Media Marketing, Wireless Networking, IP Networking, Life Insurance
Education
University of Phoenix 2011 — 2014
Bachelor of Science (BS), Information Technology/Advanced Networking
Adolfo Camarillo High school 2002 — 2006
Penn Mutual October 2014 - Present
University of Phoenix November 2009 - September 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Marketing Strategy, Social Media Marketing, Wireless Networking, IP Networking, Life Insurance
Education
University of Phoenix 2011 — 2014
Bachelor of Science (BS), Information Technology/Advanced Networking
Adolfo Camarillo High school 2002 — 2006
William Becker's Penn Mutual Experience 2006 - 2011
Job Director of Systems Assurance at Penn Mutual
Industry Insurance
Experience
Penn Mutual Life June 2006 - Present
Penn Mutual 2006 - 2011
ING Americas Retail Annuities September 2003 - May 2006
Agfa Corporation June 1998 - August 2003
Target Environment Co., Inc June 1995 - June 1998
Skills
Quality Assurance, SDLC, Project Management
Education
College of Arts and Sciences 1991 — 1995
B.A, Environmental Studies
University of Pennsylvania 1991 — 1995
University of Pennsylvania
B.A, Biology
Penn Mutual Life June 2006 - Present
Penn Mutual 2006 - 2011
ING Americas Retail Annuities September 2003 - May 2006
Agfa Corporation June 1998 - August 2003
Target Environment Co., Inc June 1995 - June 1998
Skills
Quality Assurance, SDLC, Project Management
Education
College of Arts and Sciences 1991 — 1995
B.A, Environmental Studies
University of Pennsylvania 1991 — 1995
University of Pennsylvania
B.A, Biology
Michael Valois's Penn Mutual Experience June 1968 - Present
Job advisor at Penn Mutual
Industry Financial Services
Experience
Horner,Townsend and Kent April 2008 - Present
Penn Mutual June 1968 - Present
Skills
Insurance, Investments, Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Disability Insurance, Mutual Funds, Wealth Management, Pensions, Strategic Financial..., Estate Planning
Education
University of Rhode Island 1964 — 1968
Bachelor of Business Administration (B.B.A.), Insurance
University of Rhode Island - College of Business Administration 1964 — 1968
Bachelor's degree, Finance, General
Horner,Townsend and Kent April 2008 - Present
Penn Mutual June 1968 - Present
Skills
Insurance, Investments, Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Disability Insurance, Mutual Funds, Wealth Management, Pensions, Strategic Financial..., Estate Planning
Education
University of Rhode Island 1964 — 1968
Bachelor of Business Administration (B.B.A.), Insurance
University of Rhode Island - College of Business Administration 1964 — 1968
Bachelor's degree, Finance, General
Christian A. Schaffner's Penn Mutual Experience August 2009 - December 2010
Job Investment Analyst
Industry Financial Services
Experience
LCG Associates January 2011 - Present
Penn Mutual August 2009 - December 2010
Principal Financial Group October 2005 - August 2009
Knight Investment & Management November 2007 - February 2009
US-Taiwan Business Council August 2004 - December 2004
Education
Mercer University - Eugene W. Stetson School of Business and Economics 2005 — 2007
MBA, Finance
University of South Carolina-Columbia 1999 — 2003
BA, Economics, Government and International Studies
LCG Associates January 2011 - Present
Penn Mutual August 2009 - December 2010
Principal Financial Group October 2005 - August 2009
Knight Investment & Management November 2007 - February 2009
US-Taiwan Business Council August 2004 - December 2004
Education
Mercer University - Eugene W. Stetson School of Business and Economics 2005 — 2007
MBA, Finance
University of South Carolina-Columbia 1999 — 2003
BA, Economics, Government and International Studies
John Buhring's Penn Mutual Experience 1974 - 1995
Job Actuary at GE
Industry Insurance
Experience
GE Supervising ActuaryGE Corporate, North American Life & Health2007 - Present
GE Money 2005 - 2008
Penn Mutual 1974 - 1995
Skills
Financial Risk, Actuarial Science, Financial Modeling, Life Insurance, ALM, Insurance, Health Insurance, Valuation, Reinsurance, Enterprise Risk..., Pricing, Risk Management, Predictive Modeling, Strategic Financial..., Pensions, VBA, Financial Reporting, Economic Capital, Underwriting, Financial Analysis, Fixed Annuities, Investments
Education
Wharton School
GE Supervising ActuaryGE Corporate, North American Life & Health2007 - Present
GE Money 2005 - 2008
Penn Mutual 1974 - 1995
Skills
Financial Risk, Actuarial Science, Financial Modeling, Life Insurance, ALM, Insurance, Health Insurance, Valuation, Reinsurance, Enterprise Risk..., Pricing, Risk Management, Predictive Modeling, Strategic Financial..., Pensions, VBA, Financial Reporting, Economic Capital, Underwriting, Financial Analysis, Fixed Annuities, Investments
Education
Wharton School
Rob Faille's Penn Mutual Experience December 2003 - June 2010
Job Director Development Information Systems at Princeton University
Industry Higher Education
Experience
Princeton University September 2010 - Present
Penn Mutual December 2003 - June 2010
BNP Paribas February 2002 - August 2003
Susquehanna International Group August 2000 - October 2001
Susquehanna International Group September 1995 - August 2000
Princeton Telecom Corp March 1993 - September 1995
Thomas Cook August 1991 - March 1993
Thomas Cook August 1990 - August 1991
IBM August 1989 - August 1990
Skills
SDLC, IT Strategy, Agile Methodologies, Business Process..., Integration, Change Management, Project Management, Software Development, Management, Microsoft SQL Server, Business Strategy, Disaster Recovery, Strategic Planning, Leadership, Business Intelligence, Data Mining, Process Improvement, Analysis, Strategy, Program Management, Enterprise Software, Business Process, Business Analysis
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MSE, Technology Management
Wilkes University 1985 — 1989
BA, History, Business
Princeton University September 2010 - Present
Penn Mutual December 2003 - June 2010
BNP Paribas February 2002 - August 2003
Susquehanna International Group August 2000 - October 2001
Susquehanna International Group September 1995 - August 2000
Princeton Telecom Corp March 1993 - September 1995
Thomas Cook August 1991 - March 1993
Thomas Cook August 1990 - August 1991
IBM August 1989 - August 1990
Skills
SDLC, IT Strategy, Agile Methodologies, Business Process..., Integration, Change Management, Project Management, Software Development, Management, Microsoft SQL Server, Business Strategy, Disaster Recovery, Strategic Planning, Leadership, Business Intelligence, Data Mining, Process Improvement, Analysis, Strategy, Program Management, Enterprise Software, Business Process, Business Analysis
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MSE, Technology Management
Wilkes University 1985 — 1989
BA, History, Business
David Moscariello's Penn Mutual Experience January 2005 - November 2014
Job ConsultantBusiness Analyst Global IT Compliance at ACE Group
Industry Information Technology and Services
Experience
ACE Group June 2015 - Present
Penn Mutual January 2005 - November 2014
Skills
Insurance, McAfee, Life Insurance, Microsoft Office, Risk Management, Account Management, Banking, Business Analysis, Call Centers, Customer Service, Financial Analysis, Financial Services, Leadership, Microsoft Excel, Process Improvement, Training, Vendor Management, Team Building, Visio, Management, Software Documentation, Microsoft Word, Project Management, Analysis, Access, SDLC, Sales
Education
University of Phoenix 2003 — 2006
Bachelors, Information Technology, 3.66
ACE Group June 2015 - Present
Penn Mutual January 2005 - November 2014
Skills
Insurance, McAfee, Life Insurance, Microsoft Office, Risk Management, Account Management, Banking, Business Analysis, Call Centers, Customer Service, Financial Analysis, Financial Services, Leadership, Microsoft Excel, Process Improvement, Training, Vendor Management, Team Building, Visio, Management, Software Documentation, Microsoft Word, Project Management, Analysis, Access, SDLC, Sales
Education
University of Phoenix 2003 — 2006
Bachelors, Information Technology, 3.66
Amy Bocage's Penn Mutual Experience May 2003 - July 2003
Job General Manager/Instructor at Arte Bella Painting
Industry Retail
Experience
Arte Bella Painting April 2012 - Present
Arizona Community Physicians November 2011 - April 2012
Prime Group August 2009 - April 2010
Penn Mutual May 2003 - July 2003
Amity Foundation September 2000 - March 2001
Skills
Time Management, Customer Service, Marketing, Medical Records, Data Entry, Team Building, Health Insurance, Contract Negotiation, Budgets, Disposition, Lease Administration, Apartments, Yardi, Property Management, Leases, AMSI, Investment Properties, Candles, Real Estate, Real Estate Development, Real Estate Transactions
Education
University of Phoenix 2009 — 2011
Associate of Arts (A.A.), Health/Health Care Administration/Management
Everest College 2008 — 2010
Associates, Paralegal Studies
Arte Bella Painting April 2012 - Present
Arizona Community Physicians November 2011 - April 2012
Prime Group August 2009 - April 2010
Penn Mutual May 2003 - July 2003
Amity Foundation September 2000 - March 2001
Skills
Time Management, Customer Service, Marketing, Medical Records, Data Entry, Team Building, Health Insurance, Contract Negotiation, Budgets, Disposition, Lease Administration, Apartments, Yardi, Property Management, Leases, AMSI, Investment Properties, Candles, Real Estate, Real Estate Development, Real Estate Transactions
Education
University of Phoenix 2009 — 2011
Associate of Arts (A.A.), Health/Health Care Administration/Management
Everest College 2008 — 2010
Associates, Paralegal Studies
Frank Memmo's Penn Mutual Experience 1993 - 1996
Job Executive Director, Insurance Advisory at Ernst & Young, LLP
Industry Financial Services
Experience
EY January 2012 - Present
Brighton Solutions January 2011 - December 2011
Andesa Services, Inc. 2007 - 2010
Security Benefit / se2 2001 - 2007
American International Group 1997 - 2001
IBM 1996 - 1997
Penn Mutual 1993 - 1996
Skills
Annuities, Strategic Planning, Business Strategy, Process Improvement, Insurance, Life Insurance, Group Benefit Plans, Outsourcing, Qualified Retirement..., Mutual Funds
Education
University of Pennsylvania - The Wharton School 1975 — 1979
BS Economics - Finance, Insurance
Devon Prep
EY January 2012 - Present
Brighton Solutions January 2011 - December 2011
Andesa Services, Inc. 2007 - 2010
Security Benefit / se2 2001 - 2007
American International Group 1997 - 2001
IBM 1996 - 1997
Penn Mutual 1993 - 1996
Skills
Annuities, Strategic Planning, Business Strategy, Process Improvement, Insurance, Life Insurance, Group Benefit Plans, Outsourcing, Qualified Retirement..., Mutual Funds
Education
University of Pennsylvania - The Wharton School 1975 — 1979
BS Economics - Finance, Insurance
Devon Prep
Frank Best's Penn Mutual Experience September 2011 - Present
Job Vice President, General Counsel, Insurance Operations and Corporate Secretary, at Penn Mutual
Industry Insurance
Experience
Penn Mutual September 2011 - Present
Penn Mutual Life Insurance Company January 2004 - September 2011
Penn Mutual Life Insurance Company January 1999 - January 2004
Penn Mutual Life Insurance Company January 1984 - January 1999
Penn Mutual Life Insurance Company January 1978 - January 1984
Penn Mutual Life Insurance Company January 1974 - January 1977
MacCoy, Evans & Lewis January 1970 - January 1974
Skills
Insurance
Education
University of Pennsylvania Law School 1967 — 1970
JD
University of Pennsylvania Law School 1967 — 1970
JD
Yale University 1963 — 1967
BA, Political Science
Columbia University - Columbia Business School
Executive Program in Business Administration
Penn Mutual September 2011 - Present
Penn Mutual Life Insurance Company January 2004 - September 2011
Penn Mutual Life Insurance Company January 1999 - January 2004
Penn Mutual Life Insurance Company January 1984 - January 1999
Penn Mutual Life Insurance Company January 1978 - January 1984
Penn Mutual Life Insurance Company January 1974 - January 1977
MacCoy, Evans & Lewis January 1970 - January 1974
Skills
Insurance
Education
University of Pennsylvania Law School 1967 — 1970
JD
University of Pennsylvania Law School 1967 — 1970
JD
Yale University 1963 — 1967
BA, Political Science
Columbia University - Columbia Business School
Executive Program in Business Administration
William Ferdinand's Penn Mutual Experience December 1987 - June 1995
Job Retired at Home
Industry Investment Management
Experience
Home January 2013 - Present
Us Trust July 1995 - December 2012
Penn Mutual December 1987 - June 1995
Union Carbide June 1977 - January 1986
State National Bank of Connecticut June 1971 - June 1977
Salomon Smith Barney June 1967 - June 1971
The Chase Manhattan Bank June 1965 - June 1967
Federal Reserve Bank of New York June 1963 - June 1965
Skills
Alternative Investments, Managed Futures, Quantitative Investment..., Tactical Asset..., Venture Capital, Alpha Generation, Dynamic Asset Allocation, Alternative Assets, Fixed Income Strategies, Wealth Management, Investments, Investment Strategies, Asset Allocation, Wealth Management..., Investment Advisory, Hedge Funds, Banking, Series 7, Fixed Income, Asset Management, Mutual Funds, Portfolio Management, Equities
Education
New York University - Leonard N. Stern School of Business 1967 — 1969
MBA, Finance
University of Pennsylvania - The Wharton School 1959 — 1963
BS, Finance
Wharton School, University of Pennsylvania 1959 — 1963
BS Economics, Finance
Greenwich High School
College Degree
Home January 2013 - Present
Us Trust July 1995 - December 2012
Penn Mutual December 1987 - June 1995
Union Carbide June 1977 - January 1986
State National Bank of Connecticut June 1971 - June 1977
Salomon Smith Barney June 1967 - June 1971
The Chase Manhattan Bank June 1965 - June 1967
Federal Reserve Bank of New York June 1963 - June 1965
Skills
Alternative Investments, Managed Futures, Quantitative Investment..., Tactical Asset..., Venture Capital, Alpha Generation, Dynamic Asset Allocation, Alternative Assets, Fixed Income Strategies, Wealth Management, Investments, Investment Strategies, Asset Allocation, Wealth Management..., Investment Advisory, Hedge Funds, Banking, Series 7, Fixed Income, Asset Management, Mutual Funds, Portfolio Management, Equities
Education
New York University - Leonard N. Stern School of Business 1967 — 1969
MBA, Finance
University of Pennsylvania - The Wharton School 1959 — 1963
BS, Finance
Wharton School, University of Pennsylvania 1959 — 1963
BS Economics, Finance
Greenwich High School
College Degree
Julie Celano's Penn Mutual Experience 1996 - 2001
Job Vice President, Human Resources at Brigham and Women's Hospital
Industry Hospital & Health Care
Experience
Brigham and Women's Hospital April 2012 - Present
Fox Chase Cancer Center April 2009 - April 2012
ACE August 2001 - April 2009
ACE Group 2001 - 2009
ACE-INA 2001 - 2009
Penn Mutual Life Insurance Company 1996 - 2001
Penn Mutual 1996 - 2001
Skills
Deferred Compensation, Onboarding, Employee Relations, Talent Acquisition, Organizational..., Succession Planning, Talent Management, Human Resources, Employee Benefits, Leadership Development, Performance Management, Recruiting, HRIS, Employee Engagement, Organizational...
Education
University of Pennsylvania 1999 — 2001
M.S., Organizational Dynamics
University of Pittsburgh 1983 — 1983
M.S., Education/Physiology
Brigham and Women's Hospital April 2012 - Present
Fox Chase Cancer Center April 2009 - April 2012
ACE August 2001 - April 2009
ACE Group 2001 - 2009
ACE-INA 2001 - 2009
Penn Mutual Life Insurance Company 1996 - 2001
Penn Mutual 1996 - 2001
Skills
Deferred Compensation, Onboarding, Employee Relations, Talent Acquisition, Organizational..., Succession Planning, Talent Management, Human Resources, Employee Benefits, Leadership Development, Performance Management, Recruiting, HRIS, Employee Engagement, Organizational...
Education
University of Pennsylvania 1999 — 2001
M.S., Organizational Dynamics
University of Pittsburgh 1983 — 1983
M.S., Education/Physiology
Tony Narciso's Penn Mutual Experience August 2000 - Present
Job Financial Planner at Penn Mutual Ins Co
Industry Insurance
Experience
Penn Mutual August 2000 - Present
Penn Mutual Ins Co August 2000 - Present
John Hancock Life Insurance Company (U.S.A.) April 1997 - January 2000
Prudential Financial May 1977 - April 1997
Education
University of Rhode Island - College of Business Administration
B.S., Insurance
Penn Mutual August 2000 - Present
Penn Mutual Ins Co August 2000 - Present
John Hancock Life Insurance Company (U.S.A.) April 1997 - January 2000
Prudential Financial May 1977 - April 1997
Education
University of Rhode Island - College of Business Administration
B.S., Insurance
Renee Geron's Penn Mutual Experience March 1991 - March 1996
Job Director Strategic Planning & Analysis at IMS Health
Industry Pharmaceuticals
Experience
IMS Health January 2012 - Present
IMS Health January 2011 - June 2012
IMS Health March 2008 - December 2010
IMS Health August 2006 - February 2008
IMS Health May 2003 - July 2006
IMS Health July 2002 - May 2003
IMS Health May 1999 - July 2002
Innovative Consulting March 1996 - May 1999
Penn Mutual March 1991 - March 1996
Skills
Cross-functional Team..., Analytics, Market Analysis, Strategy, Business Intelligence, Competitive Analysis, Strategic Planning, Business Analysis, Business Process..., Business Planning, Analysis, Vendor Management, Management Consulting, CRM, Business Strategy, Market Research, Program Management
Education
University of Scranton
MBA, Accounting & MIS/Operations Mgmt
University of Scranton
BA, Accounting & minor in Information Systems
IMS Health January 2012 - Present
IMS Health January 2011 - June 2012
IMS Health March 2008 - December 2010
IMS Health August 2006 - February 2008
IMS Health May 2003 - July 2006
IMS Health July 2002 - May 2003
IMS Health May 1999 - July 2002
Innovative Consulting March 1996 - May 1999
Penn Mutual March 1991 - March 1996
Skills
Cross-functional Team..., Analytics, Market Analysis, Strategy, Business Intelligence, Competitive Analysis, Strategic Planning, Business Analysis, Business Process..., Business Planning, Analysis, Vendor Management, Management Consulting, CRM, Business Strategy, Market Research, Program Management
Education
University of Scranton
MBA, Accounting & MIS/Operations Mgmt
University of Scranton
BA, Accounting & minor in Information Systems
Daniel Juncos's Penn Mutual Experience May 2002 - August 2002
Job Mathematical Analyst, MS
Industry Insurance
Experience
Wachovia, A Wells Fargo Company 2003 - 2006
Penn Mutual May 2002 - August 2002
Skills
Microsoft Excel, Microsoft Word, Mathematical Modeling, Mathematics, Mathematical Analysis, Actuarial Science, Spanish-speaking, Stochastic Modeling, Market Risk, Actuarial Exams, Financial Risk, Stochastic Processes, Stochastic Calculus, Probability Theory, Probability, Actuaries, Statistical Modeling, Financial Modeling, Time Series Analysis, Applied Mathematics, Actuarial Consulting, Calculus, Linear Algebra, Variable Annuities, Matlab, Financial Analysis, Fixed Annuities, Microsoft Office, Risk Management, Quantitative Finance, Pensions, ERISA, Pension Funds, Portfolio Optimization, Interest Rate..., Economics, Quantitative Analytics, Statistics, Public Speaking, Portfolio Management
Education
University of Pittsburgh
Master of Science (MS), Mathematics
West Chester University of Pennsylvania
Bachelor of Science (BS), Mathematics
Wachovia, A Wells Fargo Company 2003 - 2006
Penn Mutual May 2002 - August 2002
Skills
Microsoft Excel, Microsoft Word, Mathematical Modeling, Mathematics, Mathematical Analysis, Actuarial Science, Spanish-speaking, Stochastic Modeling, Market Risk, Actuarial Exams, Financial Risk, Stochastic Processes, Stochastic Calculus, Probability Theory, Probability, Actuaries, Statistical Modeling, Financial Modeling, Time Series Analysis, Applied Mathematics, Actuarial Consulting, Calculus, Linear Algebra, Variable Annuities, Matlab, Financial Analysis, Fixed Annuities, Microsoft Office, Risk Management, Quantitative Finance, Pensions, ERISA, Pension Funds, Portfolio Optimization, Interest Rate..., Economics, Quantitative Analytics, Statistics, Public Speaking, Portfolio Management
Education
University of Pittsburgh
Master of Science (MS), Mathematics
West Chester University of Pennsylvania
Bachelor of Science (BS), Mathematics
MetLife
AXA Equitable
Prudential
Protective Life
Metropolitan Life Insurance Company
American National Insurance
Torchmark Corporation
Met Life