Penn Mutual Life Insurance
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, PA CEO: Eileen C. McDonnell (Feb 18, 2011–) Number of employees: 1,600 (2015) SVP: Kevin T. Reynolds Founded: 1847 Subsidiaries: Janney Montgomery Scott LLC,
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Penn Mutual Life Insurance Employees
TVX- Comcast Cable October 2012 - Present
Comcast Cable October 2009 - October 2012
Capmark Finance (formerly GMAC Commercial Mortgage) June 2005 - May 2009
Penn Mutual Life Insurance March 2003 - June 2005
Refinery Inc January 2001 - January 2003
VerticalNet, Inc January 1999 - January 2001
Skills
Team Building, Human-computer..., Strategic Roadmaps, Software Project..., Product Management, User Experience, B2B, Web Applications, Collaboration, Human Computer..., Vendor Management, Program Management, Cross-functional Team..., Agile Methodologies, Start-ups, Strategic Partnerships, Requirements Analysis, Telecommunications, Software Documentation, Leadership, Strategy, Scrum, Product Marketing, E-commerce, Analytics, Process Improvement, Project Management
Education
Iowa State University 2011 — 2013
Masters, Engineering/Human Computer Interaction
Temple University, The Fox School of Business and Management 2001 — 2004
Masters, Business Administration; Management Information Systems
La Salle University 1987 — 1991
Bachelor of Arts, English
Central Catholic
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 Life Insurance August 2005 - Present
Charming Shoppes, Inc February 2000 - August 2005
Reed Technology and Information Services June 1991 - February 2000
Skills
MVS, TSO, CICS, JES2, Control-M, IMS DB/DC, Netcool, Windows, Software Installation, Storage, Disaster Recovery, Software Documentation, Hardware, Process Improvement, Troubleshooting, Management, Customer Service, Unix, SQL, Change Management, Mainframe, Microsoft Excel, DB2, JCL, ISPF, Operating Systems, Visio, COBOL, Databases, SDLC, Lotus Notes, Leadership
Education
Computer Learning center 1990 — 1991
Associates Degree, Mainframe Operations
La Salle University 1989 — 1990
Merck August 2012 - Present
Merck June 2008 - July 2012
Merck July 2007 - May 2008
Merck 2008 - 2008
Manufacturing Division, Automation & Information Technology (A&IT) August 2003 - July 2007
Merck December 1997 - 2007
US Human Health Information Services February 2000 - August 2003
USHH IS December 1997 - February 2000
Penn Mutual Life Insurance March 1985 - December 1997
Skills
IT Strategy, SDLC, Vendor Management, Project Portfolio..., PMP, Business Analysis, Pharmaceutical Industry, Cross-functional Team..., Program Management, ITIL, Business Intelligence, Computer System..., Business Process..., ERP, SharePoint, Analysis, Process Improvement, SAP, Team Management, Data Warehousing, Data Center, Oracle, Leadership, Enterprise Architecture, Training, Resource Management, Project Management, Quality Assurance, CRM, Testing, MS Project, Creativity, Software Documentation, Software Project..., Visio, Business Process, Six Sigma, Requirements Gathering, IT Management, Requirements Analysis, Change Control, Outsourcing, Integration, PMO, Change Management, Management, Access, Master Data Management, Validation, IT Service Management
Education
DeSales University 1991 — 1996
MBA, Finance
Gwynedd Mercy University 1982 — 1984
BS, Information Science
CompuCom February 2011 - Present
Siemens IT Solutions and Services, Inc. July 2008 - February 2011
Unisys March 2003 - July 2008
Towers Perrin April 1987 - August 2002
Penn Mutual Life Insurance April 1984 - April 1987
Laventhol & Horwath March 1982 - April 1984
Skills
IT Strategy, Cloud Computing, Outsourcing, Data Center, ITIL, Solution Architecture, Vendor Management, Integration, Enterprise Architecture, IT Management, IT Service Management, Program Management, Resource Management, Networking, IT Outsourcing, Infrastructure, CRM, Enterprise Software, SaaS
Education
Rowan University 1977 — 1981
BS, Business Management
Intellum May 2015 - Present
SaneBox September 2014 - May 2015
General Assemb.ly June 2013 - September 2014
Articulate November 2011 - June 2013
Gannett Fleming December 2010 - October 2011
Activant Solutions November 2007 - December 2010
Metavante Lending Solutions April 2006 - November 2007
Harte-Hanks July 2002 - April 2006
Aspect Consulting, Inc. August 2001 - June 2002
Penn Mutual Life Insurance May 2001 - August 2001
Skills
Microsoft SQL Server, SDLC, jQuery, C#, SQL, Ruby on Rails, Ruby, Web Development, Databases, .NET, ASP.NET, Web Applications, Software Development, T-SQL, Database Design, Visual Basic, Oracle
Education
University of Pittsburgh 1992 — 1996
BSEE
Drexel University 1991 — 1992
Pennsbury High School 1988 — 1991
Ardor Consultants September 2013 - Present
CTS Electric January 2013 - Present
Crump Insurance Services March 1993 - April 2013
BISYS June 2001 - 2002
The Toner Organization February 1993 - June 2001
Penn Mutual Life Insurance September 1978 - November 1992
Skills
Sales Development, Sales Management, Financial Planners, Coaching, Talent Recognition, Sales Process, Account Management..., Life Insurance, Underwriting, E-commerce, Social Media Marketing, Enterprise Solution..., Retirement, Universal Life, Strategic Planning, Building Customer..., Executive Coaching, Leadership Development, Entrepreneurial..., Goal Planning & Persuit, Retirement Planning, Business Development, Sales, Small Business, Insurance, Executive Management, Fixed Annuities, Brokers, Team Building, Management
Education
Philadelphia University 1980 — 1983
Bachelor of Science (B.S.), Management and Finance
First Citizens Bank June 2013 - Present
CapTrust January 2012 - March 2013
BB&T August 1999 - November 2011
Centura Bank December 1995 - July 1999
NationsBank ( Bank of America ) January 1987 - November 1995
Penn Mutual Life Insurance July 1983 - December 1986
Skills
Complex Sales, Investments, Market Analysis, Pricing Negotiation, PowerPoint, Excel, SharePoint, Prospect Research, Consultancy, Cold Calling, Public Speaking, Board Presentations, Executive Compensation, Financial Planning, Sales Presentations, Territory Analysis, Sales Management, Project Planning, Project Implementation, Problem Solving, Advisory Boards, Enterprise Sales, Asset Management, Wealth Management, Corporate Trust, 401k, New Business Development, Asset Managment, Medicare, Long Term Care Insurance, Life & Health Insurance..., Qualified Retirement..., Finance, Pensions, Strategic Financial..., Banking, Insurance, Series 65, Analysis, Asset Allocation, Retirement Plan..., Retirement Planning
Education
College for Financial Planning 1991 — 1993
CFP, Financial planning
North Carolina Wesleyan College 1979 — 1983
BA, Economics, Business Administration
Campbell University
Southeastern Trust School
Cannon Trust School
Personal Trust
Cannon Trust School
Employee Benefits
Kaplan Financial
GoalQueste June 2014 - Present
Costello Asset Management February 2013 - May 2014
United Capital Financial Partners, Inc January 2010 - November 2012
Sage Financial Group January 2007 - April 2009
Penn Mutual Life Insurance April 2004 - January 2007
Lincoln Financial Advisors March 2002 - April 2004
Nye, Parnell & Emerson June 2000 - April 2002
Valley Forge Asset Management 1996 - 2000
Skills
Investment Management, Investment Advisory, Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Investments, Certified Financial..., iRebal, Trading, Financial Advisory, Finance, Securities, Financial Planning, Asset Management, Investment Strategies, Equities
Education
Drexel University - College of Business and Administration
MBA, Investment Management
Elizabethtown College
Bachelor of Science (B.S.), Business Administration and Management, Finance
TEKsystems June 2015 - Present
TEKsystems December 2013 - April 2015
TEKsystems March 2013 - November 2013
Anexinet July 2012 - February 2013
Telerx June 2008 - July 2012
Merck & Co., Inc. May 2005 - April 2008
Merck & Co., Inc. September 2004 - May 2005
Merck & Co., Inc September 2000 - September 2004
Merck & Co., Inc. May 1999 - September 2000
Penn Mutual Life Insurance August 1996 - April 1999
Skills
E-commerce, Release Management, SDLC, Visio, PMP, MS Project, Agile Project Management, SOX Compliancy, HIPAA, Project Management, Change Management, Program Management, Software Project..., Business Analysis, Business Requirements, Requirements Analysis, SharePoint, Agile Methodologies, PMO, Pharmaceutical Marketing, ICD-10, Software Development, Leadership, Vendor Management, Training, Process Improvement, CRM, Scrum, Business Process, Management, Oracle, Testing, Analysis, Project Portfolio..., Requirements Gathering, IT Strategy, Software Documentation, Telecommunications, IT Management, Business Process..., Enterprise Architecture, Data Warehousing, Integration, Information Technology
Education
La Salle University 1996 — 2000
M.S.
Cabrini College 1983 — 1987
B.S.
TRANSTAR Industries July 2013 - Present
Cookson Consulting November 2012 - August 2013
Genuine Parts Company 2006 - 2012
Alan Cookson, Consulting August 2005 - August 2006
MotoVac Technlogies November 2000 - November 2005
Allied Affordable Insurance 1998 - 2002
Penn Mutual Life Insurance 1998 - 2001
The MONY Group 1995 - 1998
Cookson's Transmission City, Inc. August 1984 - August 1994
Skills
Sales, Sales Management, Purchasing, Sales Operations, Project Planning, Marketing, Negotiation, Management, Training, Automotive, Recruiting, Program Management, Retail, B2B, Manufacturing, Profit, Customer Satisfaction, Forecasting, Vehicles, Customer Retention, Automobile, Inventory Management, Automotive Repair, Parts, Pricing, Sales Process, Automotive Aftermarket, Team Building, New Business Development, Account Management
Education
LeTourneau University
Bachelor of Science (B.S.), Business Management
Reeb Building Systems May 2008 - Present
Condo Management Associates August 2000 - Present
Community Development Partners March 2008 - May 2010
Penn Mutual Life Insurance Company 1993 - 1999
Penn Mutual Life Insurance 1990 - 1993
Betz Entec 1982 - 1990
Skills
Building Materials, Millwork, Doors, Renovation, Construction, Construction Management, Marketing Strategy, Green Building, Pre-construction, Custom Homes, Customer Service, Entrepreneurship, Contract Management, Engineering, Management, Marketing, Contractors, Project Bidding, Purchasing, Value Engineering, Residential Homes, Real Estate Development, Change Orders, Facilities Management, LEED, Project Estimation, Concrete, Roofers, Subcontracting, Land Development, Project Planning, Commercial Real Estate, Small Business, Negotiation
Education
Penn State University
Marketing/Business
QVC June 2013 - Present
QVC November 2011 - June 2013
QVC April 2008 - November 2011
QVC September 2000 - April 2008
QVC July 1987 - September 2000
QVC December 1986 - July 1987
Penn Mutual Life Insurance June 1985 - December 1986
Skills
Quality Center, QTP, Quality Assurance, Microsoft SQL Server, Software Development, Visual Basic, Management, Release Management, ASP, SDLC, Agile Methodologies, Business Analysis, Vendor Management, Process Improvement, SQL, Visio, DB2, Enterprise Architecture, SharePoint, E-commerce, Integration, Scrum, Software Project..., HP Quality Center, HP QTP, ITIL, Program Management
Education
Community College of Philadelphia 1982 — 1984
Associate in Applied Science, Computer Science
Merion Mercy Academy 1977 — 1981
St Callistus 1969 — 1977
Strayer University
BS, Computer Information Systems
Freelance / Self employed January 2008 - Present
Salt Lake (City) Community College Writing Center January 2011 - Present
Salt Lake County Libraries September 2008 - September 2010
Penn Mutual Life Insurance January 2000 - January 2008
Cambridge Financial Center March 1999 - December 1999
Franklin Quest / Franklin Covey October 1989 - October 1996
Skills
Creative Writing, Editing, Research, Copy Editing, Events Coordination, Magazines, Lifelong Learning, Online Research, Storytelling, Publications, Content Writing, Internet Research, Blogging, Public Speaking
Education
University of Utah 2013 — 2013
Completion, Private Investigating for Non- Professionals
Universal Classes, Inc. 2012 — 2012
Certificate of Completion, Historical Fiction writing, online
Salt Lake Community College 2009 — 2009
Certificate of Completion, Travel writing, on-line
LOMA 2003 — 2007
Associate, Insurance Agency Administration
LOMA 2003 — 2007
Associate, Customer Service
Amazon August 2014 - Present
Dravid Co. January 2009 - Present
Enliken April 2011 - March 2014
Ojas Venture Partners October 2007 - September 2008
Alliance of Angels September 2006 - August 2007
Penn Mutual Life Insurance July 2003 - June 2005
C-bridge Internet Solutions (Cambridge Technology Group) August 2000 - July 2003
The Venture Information Network for Entrepreneurs July 1995 - December 1997
Skills
Start-ups, Angel Investing, Venture Capital, Java, Ruby on Rails, JavaScript, Amazon Web Services..., Strategic Consulting, Product Development, Software Engineering, Node.js, Enterprise Software, Entrepreneurship, Product Management, Consulting, User Experience, Analytics, Mobile Devices, Mobile Applications, Strategy, Leadership, Business Planning, Web Applications, IT Strategy, SaaS
Education
University of Washington 2005 — 2007
MBA, Foster School (Entrepreneurship/Finance/Marketing)
Carnegie Mellon University 1996 — 2000
B.S., Tepper School (Management Information Science)
Carmel High School August 2013 - Present
GEICO April 2013 - August 2013
Carmel Clay Food Services August 2007 - April 2013
Penn Mutual Life Insurance August 1993 - May 1998
Conseco, Inc. August 1991 - August 1993
Conseco, Inc. June 1990 - August 1991
First Investors Corporation September 1989 - January 1990
Education
Indiana University Bloomington 1985 — 1989
BA, History, Economics
Johnson & Johnson March 2015 - Present
Bristol-Myers Squibb December 2014 - January 2015
Radian Guaranty Inc October 2013 - October 2014
Penn Mutual Life Insurance June 2013 - September 2013
GMAC ResCap August 2012 - March 2013
Buckeye Partners October 2011 - June 2012
TruePosition December 2006 - December 2010
USERS, Inc., subsidiary of Fiserv May 2002 - December 2006
Cabrini College August 2003 - May 2004
WriteSTAR Consulting Inc. April 2001 - May 2002
Skills
Visio, Software Documentation, Agile Methodologies, CRM, Business Analysis, Databases, Training, Management, Proposal Writing, Analysis, Telecommunications, Access, Program Management, Integration, FrameMaker, Technical Writing, Manuals, SharePoint, SDLC, Consulting, Wiki Development
Education
Boston University
Master of Science (M.S.), Computer Science/Information Systems
Cabrini College
Graduate coursework, Instructional Systems Design
Penn State University
Bachelor of Arts (B.A.), General Arts & Sciences
Bayview Loan Servicing, LLC February 2015 - Present
Bayview Loan Servicing, LLC March 2014 - February 2015
Bayview Loan Servicing, LLC October 2013 - March 2014
Ocwen Loan Servicing, LLC September 2012 - October 2013
Penn Mutual Life Insurance May 2008 - September 2009
Skills
Mortgage Lending, Mortgage Default..., Customer Service, System Testing, System Training, Training, Foreclosures, Claims Management, Claims Handling, Claims Resolution, HUD, Life Insurance, Term Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Banking, Credit, Loans, Loss Mitigation, Mortgage Banking, Mortgage Servicing, Portfolio Management, Residential Mortgages
Education
Gwynedd-Mercy College 2009 — 2010
Certification in Education, Business Education
Bloomsburg University of Pennsylvania 1999 — 2002
Bachelor of Business Administration (BBA), Marketing
Arkema January 2015 - Present
Arkema January 2010 - Present
Arkema July 2001 - July 2005
Penn Mutual Life Insurance 1984 - 1986
Skills
Supply Chain, Process Improvement, ERP, Supply Chain..., Demand Planning, Supply Management, Marketing
Education
Michigan State University 2013 — 2014
Supply Chain Management Masters Certificate Courses
Rutgers University – Camden 1988 — 1991
MBA, Masters in Business Administration
Rutgers University – Camden 1984 — 1985
BS, Computer Science
Rutgers University – Camden 1983 — 1984
BA, Computer Science
Rutgers University – Camden 1978 — 1982
BA, Business Administration
Vynamic LLC September 2012 - Present
Kistler Buildings July 2011 - September 2012
DePuy Synthes Companies of Johnson & Johnson June 2010 - February 2012
Techni-Tool (Grainger) March 2006 - June 2010
Penn Mutual Life Insurance January 2004 - March 2006
Ricoh Americas Corporation September 1998 - December 2003
Skills
Marketing Strategy, Product Marketing, Product Management, Process Improvement, Business Analysis, Sales, Direct Sales, Sales Presentations, Management
Education
Drexel University 2002 — 2004
MBA, Marketing
Susquehanna University 1994 — 1998
BA, Economics, Philosophy
Foster & Parker Insurance May 2012 - Present
Xi Delta Building Corporation, Inc June 2008 - Present
Penn Mutual Life Insurance April 2011 - September 2011
Dennis Hunt Employee Benefits & Insurance Services, Inc. September 2010 - April 2011
J F Kochheiser Insurance Services, Inc. December 2003 - August 2010
J F Kochheiser Insurance Services, Inc December 2003 - August 2010
First Class Limousine July 2006 - January 2008
University Medical Center November 2001 - December 2006
Saint Agnes Medical Center November 1998 - January 2002
Home Depot January 1996 - January 1999
Skills
Outlook, Customer Service, Insurance, Microsoft Office, Accounts Payable, Accounts Receivable, Employee Benefits, Teaching, Budgets, Administrative..., Health Care Reform, Affordable Care Act, Word, Excel, PowerPoint, Quickbooks, Quicken, Budgeting, Administrative Support, Event Planning, Data Entry, Scheduling, Medicare Part D, Medicare Prescription..., Microsoft Excel, Microsoft Word, Healthcare, Sales, Payroll, Workers Compensation, Health Insurance, Life Insurance, Term Life Insurance, Training, Long-term Care, Medicare, COBRA, Legal Liability, Disability Insurance, Healthcare Management, Administrative...
Education
California State University 1992 — 1994
Bachelor of Arts
California State University-Northridge 1991 — 1994
B.A.
Fresno City College 1987 — 1993
Associate of Arts
Herbert Hoover High School 1985 — 1987
Amazon.com 2011 - Present
GSI Commerce October 2007 - December 2010
Versata August 2007 - October 2007
Penn Mutual Life Insurance January 2002 - August 2007
Trilogy March 1999 - December 2001
CIBER/IBM November 1997 - March 1999
Royal Bank of Canada 1996 - 1997
Skills
Java, E-commerce, Agile Methodologies, SOA, Web Services, Software Development, Cloud Computing, XML, Spring, JavaScript, Mobile Applications, SQL, Distributed Systems, Java Enterprise Edition, API development
Education
Queens University
B. Sc
SEI July 2014 - Present
eBay Enterprise February 2010 - July 2014
NAVTEQ, a Nokia company October 2009 - February 2010
GSI Commerce August 2009 - October 2009
Penn Mutual Life Insurance March 2005 - July 2009
The Vanguard Group September 2002 - January 2005
Reuters America / Reality Online November 1999 - August 2002
Lockheed Martin M&DS September 1996 - November 1999
Innovative Systems, Inc. May 1995 - January 1996
IBM May 1994 - August 1994
Skills
Configuration Management, Subversion, Linux, Maven, Perl, Shell Scripting, Change Management, AIX, Red Hat Linux, Solaris, Windows, CVS, Ant, Java, SQL, Weblogic, Websphere, Tomcat, Apache, Software Engineering, Software Design, Software Development..., Process Improvement, Testing, Agile Methodologies, Unix, Continuous Integration, SDLC, Oracle, XML, Software Configuration..., Bash, Distributed Systems, Requirements Analysis, Software Process..., Software Process..., Release Engineering, JIRA, Bamboo, Fisheye, Confluence, Software Deployment, VirtualBox, Apache Solr, Operating Systems, Web Applications, Integration, Test Driven Development
Education
Carnegie Mellon University 1995 — 1996
MSE, Software Engineering
Carnegie Mellon University 1991 — 1995
BS, Math and Computer Science with additional major in Social History
Robert E. Lee High School 1988 — 1991
Honor's Diploma
Penn Mutual April 2014 - Present
Penn Mutual Life Insurance August 2008 - April 2014
IMS Health December 2002 - August 2008
Manchester Partners International (Now Right Management) June 2001 - December 2002
Systems & Computer Technology Corporation (Now Ellucian) August 1995 - June 2001
Unisys November 1993 - August 1995
Skills
Competitive Intelligence, Segmentation, Business Process, Change Management, Sales Operations, Organizational..., ETL, Succession Planning, Process Improvement, Strategic Planning, Human Resources Strategy, Executive Coaching, Leadership Development, Competency Management, Development & delivery..., Performance Management, Blended Learning, Employee Surveys, Team Facilitation, Human Resources, Training, Strategy, Business Development, Program Management, Team Building, Team Leadership, Consulting, Business Strategy, Marketing, Leadership, Organizational Design, Management Consulting, Project Planning, Staff Development, Talent Management, Coaching
Education
Saint Joseph's University - Erivan K. Haub School of Business 1988 — 1992
Archbishop Wood HS
Penn Mutual Life Insurance Financial AnalystPenn Mutual2005 - Present
BNP Paribas/CooperNeff Advisors, Inc. 1996 - 2004
Skills
Fixed Annuities, Insurance, Strategic Financial..., Retirement Planning, Life Insurance, Financial Analysis, Investments, Series 7, Securities, Series 6, Retirement, Disability Insurance, Mutual Funds, Wealth Management, Series 63
Education
Rutgers University-New Brunswick 1986 — 1990
Penn Mutual Life Insurance 2007 - Present
Ceridian 1997 - 2007
Skills
Performance Management, Nonprofits, Organizational..., Leadership Development, Employee Benefits, Talent Management, Succession Planning, Training, Project Management
Education
Villanova University 1991 — 1993
MS, Counseling Psychology
Arcadia University 1987 — 1991
BA, Psychology/Business Admin
Prudential Financial September 1997 - February 2008
Penn Mutual Life Insurance 1987 - 1997
North American Company for Life and Health Insurance 1986 - 1987
Provident Indemnity Life Insurance Company 1978 - 1986
Education
Villanova University 1977 — 1978
M.A., Counseling & Guidance, Education
American College
CLU, ChFC, Society of Financial Consultants
Lycoming College
BA, Psychology, Education
Hatboro-Horsham School District August 2009 - Present
Spherion April 1994 - September 1999
Penn Mutual life insurance March 1988 - March 1994
Education
Temple University - Fox School of Business and Management 1989 — 1993
MBA, Acoounting
Lehigh University 1983 — 1987
International business
Energy Innovative Solutions May 2014 - Present
Asian Tiger Capital September 2007 - Present
SBLI USA Life Insurance Company February 1999 - December 2008
SBLI USA (SBLI Mutual Life Ins. Co.) 1999 - 2008
USLIFE 1986 - 1993
Allstate 1979 - 1986
Penn Mutual Life Insurance 1977 - 1979
Education
London School of Economics and Political Science
B.Sc.Econ, Actuarial Science, High Honor
Legal & General America August 2011 - Present
Legal & General America April 2011 - September 2011
Penn Mutual Life Insurance November 2008 - April 2011
Penn Mutual Life Insurance June 2007 - November 2008
Prudential Financial 1998 - 2007
Prudential 1998 - 2007
Skills
Internal Audit, Risk Management, Insurance, Financial Risk, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Auditing, Management, Financial Analysis
Education
La Salle University
MBA, Accounting
St. Francis University
BS Business Management, Business
Mutual of Omaha May 2007 - January 2014
Fifth Third Bank July 2006 - May 2007
Penn Mutual Life Insurance April 2002 - July 2006
Wachovia DavisBaldwin April 2001 - April 2002
Skills
Estate Planning, Retirement Planning, Fixed Annuities, Wealth Management, Life Insurance, Strategic Financial..., Wealth, Financial Advisory, Financial Services, Securities, Small Business, Long-term Care, Term Life Insurance, Retirement, Health Insurance, Insurance, Whole Life, Critical Illness, Long Term Care Insurance, 401k, Series 6
Education
The American College
Master of Science Financial Service, Fiancial Services
Carlsbad and Vista Dermatology, Inc. November 2012 - Present
PIMCO September 2006 - November 2012
Morgan Stanley Investment Management October 1998 - August 2006
Penn Mutual Life Insurance 1994 - 1998
Skills
Portfolio Management, Fixed Income, Investments, Due Diligence, Mutual Funds, Securities, Financial Reporting, Asset Allocation, Banking, Finance, Accounting, Financial Risk, Analysis, Asset Managment, Alternative Investments, Management, Insurance, Equities, Bloomberg, Asset Management, Derivatives, Investment Advisory, Financial Services, Financial Analysis
Education
Philadelphia University 1992 — 1996
MBA, Finance
La Salle University 1984 — 1988
BS, Finance
Archbishop Wood 1981 — 1984
NFC Global January 2011 - February 2012
NFC Global January 2011 - February 2012
Penn Mutual Life Insurance September 2007 - February 2010
Penn Mutual Life Insurance September 2007 - February 2010
Horsham Fitness Club July 2005 - September 2007
Horsham Fitness Club July 2005 - September 2007
Remed Neuro-rehabilitation Services February 2003 - May 2005
Remed Neuro-rehabilitation Services February 2003 - May 2005
Dave's Auto Repair July 1999 - February 2002
Dave's Auto Repair July 1999 - February 2002
Skills
Microsoft Excel, Microsoft Word, Organization, Customer Experience, Recruiting, Invoicing, Process Scheduler, Sales, Analysis, Research, Customer Service, Schedule Writing, Accounting, Travel Arrangements, Administrative..., Background Checks
Education
Everest University 2010 — 2014
Bachelor's Degree with an
Everest University 2010 — 2014
Seeking BS, Criminal Justice
Montgomery County Community College 2010 — 2010
Business Administration
Montgomery County Community College
Penn Mutual Life Insurance May 2000 - Present
University Of Pennsyvania May 1999 - May 2000
General Accident Insurance February 1991 - May 1999
National Liberty Insurance March 1989 - January 1991
RCA / General Electric October 1983 - March 1989
Skills
TSO/ISPF, JCL, CA WORKLOAD AUTOMATION ..., SFTP, SDSF, PGP, IBM Utilities, Microsoft Office, Fileaid, CA-7, CA-11, ZEKE/ZEBB, CA-Jobtrac, Windows, Unix, Business Analysis, Requirements Analysis, Training, Visio
Education
Rowan University
B.S., Business....M.I.S. Specialization
Washington Township H.S..
High School, Academic
Penn Mutual December 2007 - Present
Penn Mutual Life Insurance December 2007 - Present
Baypark Financial Group office of MetLife October 2006 - December 2007
Commerce Bank August 2004 - October 2006
CTF Print Inc / Cinnamon Graphics Inc December 1999 - August 2004
Skills
Fax, Insurance, Invoicing, Outlook, Underwriting, Life Insurance, Risk Management
Education
Ashworth College
AAS, Accounting
Brooklyn College
John Dewey High SchoolHS