Penn Mutual Life Insurance Company
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 Company Employees
Employee
Years
Job
Industry
D. Craig Rogers CLU D. Craig Rogers CLU's Penn Mutual Life Insurance Company Experience April 2014 - Present
Job Regional Marketing Director at Penn Mutual Life Ins. Co. Rogers.craig@pennmutual.com
Industry Insurance
Experience
Penn Mutual Life Insurance company April 2014 - Present
Allianz Life NA / Life Sales January 2013 - April 2014
Presidential Life Insurance Co. January 2010 - December 2012
Allegis Advisor Group July 2009 - December 2012
Beneficial Financial Group September 2005 - September 2009
Ohio National Life Ins. Co. January 2004 - September 2005
Presidential Life Ins. Co. April 1996 - January 2004
Skills
Fixed Annuities, Insurance, Retirement, IRAs, Long-term Care, Disability Insurance, Term Life Insurance, Series 7, Whole Life, 401k, Pensions, Wealth, Life Insurance, Sales Management, Universal Life, Annuities, Wealth Accumulation, Sales, Lead Generation, Mutual Funds, Employee Benefits, Account Management, Long Term Care, IRA's, Securities, Asset Protection, Insurance Planning, Wealth Transfer, Equity Indexed Annuities, Investments
Education
University of California, Berkeley 1982 — 1984
Chemistry
Fulton Montgomery Community College 1978 — 1981
Associate's degree, Mathematics and Science
College for Financial Planning
Certified Financial Planner Certification Professional Education Program, CFP Exam Passed
Professional Licenses
The American College
CLU/ChFC, Financial Planning and Services
Penn Mutual Life Insurance company April 2014 - Present
Allianz Life NA / Life Sales January 2013 - April 2014
Presidential Life Insurance Co. January 2010 - December 2012
Allegis Advisor Group July 2009 - December 2012
Beneficial Financial Group September 2005 - September 2009
Ohio National Life Ins. Co. January 2004 - September 2005
Presidential Life Ins. Co. April 1996 - January 2004
Skills
Fixed Annuities, Insurance, Retirement, IRAs, Long-term Care, Disability Insurance, Term Life Insurance, Series 7, Whole Life, 401k, Pensions, Wealth, Life Insurance, Sales Management, Universal Life, Annuities, Wealth Accumulation, Sales, Lead Generation, Mutual Funds, Employee Benefits, Account Management, Long Term Care, IRA's, Securities, Asset Protection, Insurance Planning, Wealth Transfer, Equity Indexed Annuities, Investments
Education
University of California, Berkeley 1982 — 1984
Chemistry
Fulton Montgomery Community College 1978 — 1981
Associate's degree, Mathematics and Science
College for Financial Planning
Certified Financial Planner Certification Professional Education Program, CFP Exam Passed
Professional Licenses
The American College
CLU/ChFC, Financial Planning and Services
Alyssa Young, PHR Alyssa Young, PHR's Penn Mutual Life Insurance Company Experience August 2008 - March 2009
Job HR Professional
Industry Human Resources
Experience
Allstate September 2014 - Present
Kyocera America, Inc. November 2012 - May 2014
TTM Technologies April 2011 - November 2012
TTM Technologies January 2010 - April 2011
Penn Mutual Life Insurance Company August 2008 - March 2009
Skills
HRIS, Recruiting, Employee Relations, Onboarding, Employee Benefits, Benefits Administration, Deferred Compensation, Applicant Tracking..., Human Resources, Performance Management, FMLA, Job Descriptions, HR Policies, New Hire Orientations, Succession Planning, Talent Management, Workforce Planning, Talent Acquisition
Education
Brandman University, Part of the Chapman University System 2011 — 2013
Master's degree, Human Resources Management/Personnel Administration, General
Sacred Heart University
Bachelors, Social Work
Allstate September 2014 - Present
Kyocera America, Inc. November 2012 - May 2014
TTM Technologies April 2011 - November 2012
TTM Technologies January 2010 - April 2011
Penn Mutual Life Insurance Company August 2008 - March 2009
Skills
HRIS, Recruiting, Employee Relations, Onboarding, Employee Benefits, Benefits Administration, Deferred Compensation, Applicant Tracking..., Human Resources, Performance Management, FMLA, Job Descriptions, HR Policies, New Hire Orientations, Succession Planning, Talent Management, Workforce Planning, Talent Acquisition
Education
Brandman University, Part of the Chapman University System 2011 — 2013
Master's degree, Human Resources Management/Personnel Administration, General
Sacred Heart University
Bachelors, Social Work
Bernadette Spencer Taddei Bernadette Spencer Taddei's Penn Mutual Life Insurance Company Experience October 2010 - September 2013
Job Quality Assurance Specialist at Catholic Community Services
Industry Consumer Services
Experience
Catholic Community Services March 2015 - Present
Ascensus September 2013 - February 2015
Penn Mutual Life Insurance Company October 2010 - September 2013
St. Francis St. Joseph's Home's for Children March 2009 - July 2010
Ealier Roles - Various Organizations May 1992 - March 2009
Skills
Human Resources, Training, Policy, Employee Benefits, Benefits Administration, Quality Assurance, Customer Service, Conflict Resolution, Microsoft Excel, Auditing, PowerPoint, Microsoft Word, Employee Relations
Education
Villanova University 2011 — 2013
Master's degree, Human Resources Development
Gwynedd-Mercy College 1996 — 1999
MS Ed, Counseling
Temple University 1986 — 1992
BS Ed, Art
Catholic Community Services March 2015 - Present
Ascensus September 2013 - February 2015
Penn Mutual Life Insurance Company October 2010 - September 2013
St. Francis St. Joseph's Home's for Children March 2009 - July 2010
Ealier Roles - Various Organizations May 1992 - March 2009
Skills
Human Resources, Training, Policy, Employee Benefits, Benefits Administration, Quality Assurance, Customer Service, Conflict Resolution, Microsoft Excel, Auditing, PowerPoint, Microsoft Word, Employee Relations
Education
Villanova University 2011 — 2013
Master's degree, Human Resources Development
Gwynedd-Mercy College 1996 — 1999
MS Ed, Counseling
Temple University 1986 — 1992
BS Ed, Art
Curt Spelzhaus Curt Spelzhaus's Penn Mutual Life Insurance Company Experience September 1996 - March 2001
Job Business Partner at First Mutual Insurance Group, Inc.
Industry Insurance
Experience
First Mutual Insurance Group July 2014 - Present
The Spelzhaus Financial Group March 2014 - July 2014
First Mutual Insurance Group July 2012 - December 2013
Independent Insurance Agent January 1986 - February 2011
Penn Mutual Life Insurance Company September 1996 - March 2001
Skills
Insurance, Sales, Customer Service, Marketing, Fixed Annuities, Event Management, Event Planning, Point of Sale..., Case Work Design, Vast knowledge and..., Recruiting, Health Insurance, Team Building, Sales Management, Public Speaking, Budgets, Training, Strategic Planning, Microsoft Office, New Business Development, Leadership, Process Improvement, Microsoft Excel, Selling
Education
University of Central Arkansas 1978 — 1983
Bachelors, Music Education
First Mutual Insurance Group July 2014 - Present
The Spelzhaus Financial Group March 2014 - July 2014
First Mutual Insurance Group July 2012 - December 2013
Independent Insurance Agent January 1986 - February 2011
Penn Mutual Life Insurance Company September 1996 - March 2001
Skills
Insurance, Sales, Customer Service, Marketing, Fixed Annuities, Event Management, Event Planning, Point of Sale..., Case Work Design, Vast knowledge and..., Recruiting, Health Insurance, Team Building, Sales Management, Public Speaking, Budgets, Training, Strategic Planning, Microsoft Office, New Business Development, Leadership, Process Improvement, Microsoft Excel, Selling
Education
University of Central Arkansas 1978 — 1983
Bachelors, Music Education
Dr. Ken Rich Dr. Ken Rich's Penn Mutual Life Insurance Company Experience 1972 - 1975
Job Director of effective & unique charitable services, funding, and programs.
Industry Fund-Raising
Experience
Community Health Training, Inc. March 2002 - Present
Institute for Higher Learning, Inc. 2001 - 2003
Affordable Chiropractic December 1998 - March 2001
Interpersonal Relationship Training 1985 - 1988
Barter Systems International 1980 - 1985
United States Air Force 1976 - 1980
Boy Scouts of America 1976 - 1977
Penn Mutual Life Insurance Company 1972 - 1975
Skills
Health Care, Business Management..., Charities, Real Estate, Stock Options, Travel Planning, Leisure Travel, Timeshare, Fundraising, Land Trusts, Management, Policy, Healthcare, Program Management, Human Resources, Analysis
Education
CA Univ. of Health Sciences, Los Angeles College of Chiropractic 1985 — 1988
Doctor of Chiropratic (DC), Heatlh Care, Advanced Graduate Degree
University of Oklahoma 1979 — 1982
Master of Business Administration (M.B.A.), Education and Public Service, (Lacked two classes from completing degree)
California State University at Long Beach 1970 — 1973
Bachelor of Arts (BA), Psychology
Community College of the Air Force 1976 — 1978
Associate of Arts (AA), Avionics Radar Technology
Rio Hondo Community College 1967 — 1970
Associate of Arts (AA), General Education
Community Health Training, Inc. March 2002 - Present
Institute for Higher Learning, Inc. 2001 - 2003
Affordable Chiropractic December 1998 - March 2001
Interpersonal Relationship Training 1985 - 1988
Barter Systems International 1980 - 1985
United States Air Force 1976 - 1980
Boy Scouts of America 1976 - 1977
Penn Mutual Life Insurance Company 1972 - 1975
Skills
Health Care, Business Management..., Charities, Real Estate, Stock Options, Travel Planning, Leisure Travel, Timeshare, Fundraising, Land Trusts, Management, Policy, Healthcare, Program Management, Human Resources, Analysis
Education
CA Univ. of Health Sciences, Los Angeles College of Chiropractic 1985 — 1988
Doctor of Chiropratic (DC), Heatlh Care, Advanced Graduate Degree
University of Oklahoma 1979 — 1982
Master of Business Administration (M.B.A.), Education and Public Service, (Lacked two classes from completing degree)
California State University at Long Beach 1970 — 1973
Bachelor of Arts (BA), Psychology
Community College of the Air Force 1976 — 1978
Associate of Arts (AA), Avionics Radar Technology
Rio Hondo Community College 1967 — 1970
Associate of Arts (AA), General Education
Surekha Jituri Surekha Jituri's Penn Mutual Life Insurance Company Experience May 1996 - October 1998
Job Product Director at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group June 2013 - Present
United Health Group February 2011 - June 2013
Independence Blue Cross 2009 - 2010
ADP 2008 - 2009
Aetna 1998 - 2008
Penn Mutual Life Insurance Company May 1996 - October 1998
Skills
Process Improvement, Cross-functional Team..., Forecasting, Program Management, Strategic Planning, Management, Product Development, Leadership, Healthcare, Product Management, Strategy, Employee Benefits, Pricing, Business Strategy
Education
University of Phoenix 2006 — 2008
MBA, Finance, Marketing
Temple University
BS, Actuarial Science, Finance
UnitedHealth Group June 2013 - Present
United Health Group February 2011 - June 2013
Independence Blue Cross 2009 - 2010
ADP 2008 - 2009
Aetna 1998 - 2008
Penn Mutual Life Insurance Company May 1996 - October 1998
Skills
Process Improvement, Cross-functional Team..., Forecasting, Program Management, Strategic Planning, Management, Product Development, Leadership, Healthcare, Product Management, Strategy, Employee Benefits, Pricing, Business Strategy
Education
University of Phoenix 2006 — 2008
MBA, Finance, Marketing
Temple University
BS, Actuarial Science, Finance
Christa Sprinkel Tidwell Christa Sprinkel Tidwell's Penn Mutual Life Insurance Company Experience 2008 - November 2009
Job Director of Internal Sales
Industry Insurance
Experience
AIG September 2014 - Present
AIG August 2013 - Present
Servpro Industries April 2010 - August 2013
Penn Mutual Life Insurance Company 2008 - November 2009
The Hartford January 2000 - January 2008
Skills
Business Development, Relationship Management, Insurance, Management, Recruiting, Strategic Planning, Business Planning, Sales, Leadership, Customer Service, Sales Management, CRM, Coaching, Key Account Management, Operations Management, Marketing, Training, Program Management, Process Improvement, Analysis, Building Relationships, Account Management, New Business Development, Time Management, Project Management
Education
The University of Connecticut School of Business 2002 — 2006
not yet, MBA
Eastern Connecticut State University 1996 — 2000
BS, Business- Marketing
The American College
CLU Program
AIG September 2014 - Present
AIG August 2013 - Present
Servpro Industries April 2010 - August 2013
Penn Mutual Life Insurance Company 2008 - November 2009
The Hartford January 2000 - January 2008
Skills
Business Development, Relationship Management, Insurance, Management, Recruiting, Strategic Planning, Business Planning, Sales, Leadership, Customer Service, Sales Management, CRM, Coaching, Key Account Management, Operations Management, Marketing, Training, Program Management, Process Improvement, Analysis, Building Relationships, Account Management, New Business Development, Time Management, Project Management
Education
The University of Connecticut School of Business 2002 — 2006
not yet, MBA
Eastern Connecticut State University 1996 — 2000
BS, Business- Marketing
The American College
CLU Program
Paul Hurst Paul Hurst's Penn Mutual Life Insurance Company Experience July 2005 - November 2009
Job Insurance, Finance, Operations and Learning professional
Industry Insurance
Experience
Aston University 2009 - Present
Burlington County College January 2014 - Present
Delaware Valley College September 2005 - Present
Midway Volunteer Fire Company 2005 - Present
Independence Blue Cross 2015 - Present
Physician Payment Review Services 2011 - 2015
DaVita 2010 - 2011
Ursinus College January 2000 - May 2010
Penn Mutual Life Insurance Company July 2005 - November 2009
MetLife 1997 - 2004
Skills
Process Improvement, Six Sigma, Financial Management, Strategic Planning, Insurance, Mentoring, Coaching, Team Building, Customer Relations, Budgeting, Data Analysis, Operations Management, Healthcare, Analysis, Team Leadership, Process Engineering, Business Analysis, Business Strategy, Problem Solving, Organizational..., Customer Service, Excel, New Business Development, Outlook, PowerPoint, Public Speaking, Microsoft Office, Financial Analysis, Cross-functional Team..., Market Research, Team Management, Account Management, Word, Leadership, Training, Human Resources, Budgets, Leadership Development, Program Management, Performance Management, Change Management, Strategy, Project Management, Finance, Management, Marketing, Management Consulting, Risk Management, Recruiting, Business Process...
Education
Aston University 2008 — 2015
Doctor of Business Administration Program, Operations & Information Management
University of New Haven 1994 — 1997
MS, Industrial Relations
Sacred Heart University 1989 — 1993
MBA, Marketing
University of Scranton 1981 — 1985
Bachelor of Science (B.S.), Management
Aston University 2009 - Present
Burlington County College January 2014 - Present
Delaware Valley College September 2005 - Present
Midway Volunteer Fire Company 2005 - Present
Independence Blue Cross 2015 - Present
Physician Payment Review Services 2011 - 2015
DaVita 2010 - 2011
Ursinus College January 2000 - May 2010
Penn Mutual Life Insurance Company July 2005 - November 2009
MetLife 1997 - 2004
Skills
Process Improvement, Six Sigma, Financial Management, Strategic Planning, Insurance, Mentoring, Coaching, Team Building, Customer Relations, Budgeting, Data Analysis, Operations Management, Healthcare, Analysis, Team Leadership, Process Engineering, Business Analysis, Business Strategy, Problem Solving, Organizational..., Customer Service, Excel, New Business Development, Outlook, PowerPoint, Public Speaking, Microsoft Office, Financial Analysis, Cross-functional Team..., Market Research, Team Management, Account Management, Word, Leadership, Training, Human Resources, Budgets, Leadership Development, Program Management, Performance Management, Change Management, Strategy, Project Management, Finance, Management, Marketing, Management Consulting, Risk Management, Recruiting, Business Process...
Education
Aston University 2008 — 2015
Doctor of Business Administration Program, Operations & Information Management
University of New Haven 1994 — 1997
MS, Industrial Relations
Sacred Heart University 1989 — 1993
MBA, Marketing
University of Scranton 1981 — 1985
Bachelor of Science (B.S.), Management
Sokphal Suon's Penn Mutual Life Insurance Company Experience August 2007 - August 2008
Job Teller at Beneficial Bank
Industry Accounting
Experience
Beneficial Bank September 2012 - Present
North Penn United Way January 2012 - April 2014
Penn Mutual Life Insurance Company August 2007 - August 2008
Skills
Microsoft Office, Intermediate Excel, Microsoft Word, Retail Banking, Bankway, BRM, Check Imaging, Synergy, Data Entry, Customer Service, Problem Solving, Communication Skills, Works well in a team, Works well individually, Accounting, Non-profit Volunteer, TaxWise Online, Tax Preparation, Tax Returns
Education
TEMPLE UNIVERSITY, Fox School of Business 2004 — 2007
Bachelor, Business Administration; Accounting
Temple University 2004 — 2007
Bachelor of Business Administration (BBA), Accounting, 3.17
Beneficial Bank September 2012 - Present
North Penn United Way January 2012 - April 2014
Penn Mutual Life Insurance Company August 2007 - August 2008
Skills
Microsoft Office, Intermediate Excel, Microsoft Word, Retail Banking, Bankway, BRM, Check Imaging, Synergy, Data Entry, Customer Service, Problem Solving, Communication Skills, Works well in a team, Works well individually, Accounting, Non-profit Volunteer, TaxWise Online, Tax Preparation, Tax Returns
Education
TEMPLE UNIVERSITY, Fox School of Business 2004 — 2007
Bachelor, Business Administration; Accounting
Temple University 2004 — 2007
Bachelor of Business Administration (BBA), Accounting, 3.17
Nancy S. Rush Nancy S. Rush's Penn Mutual Life Insurance Company Experience 1991 - 2012
Job Senior HR Leader with Expertise in Total Rewards & Benefits | Risk Management & Insurance
Industry Insurance
Experience
Lincoln Financial Group 2013 - Present
Penn Mutual Life Insurance Company 1991 - 2012
SPS Technologies, Inc. 1984 - 1991
Skills
Employee Benefits, Deferred Compensation, Incentive Programs, Risk Management, Workers Compensation, Disability Management, Life Insurance, Fidelity Bonds, Professional Liability, Contract Negotiation, Benefits Administration, Defined Benefit, Defined Contribution, Retirement Benefits, Benefits Design, Voluntary Employee..., Health Savings Accounts, Health & Welfare..., Loss Prevention, Safety, Benefits Communication, Benefits Negotiation, Total Rewards Strategies, Business Continuity..., Outsourcing Management, Leave of Absence..., Financial Services, Process Improvement, Brokers, Insurance, 401k, Underwriting, Disability Insurance, Health Insurance, Outsourcing, COBRA, Executive Pay, Vendor Management
Education
Temple University
BBA (Summa Cum Laude) & MBA, Business Administration, Risk Management & Insurance
Insurance Institute of America
ARM designation
Lincoln Financial Group 2013 - Present
Penn Mutual Life Insurance Company 1991 - 2012
SPS Technologies, Inc. 1984 - 1991
Skills
Employee Benefits, Deferred Compensation, Incentive Programs, Risk Management, Workers Compensation, Disability Management, Life Insurance, Fidelity Bonds, Professional Liability, Contract Negotiation, Benefits Administration, Defined Benefit, Defined Contribution, Retirement Benefits, Benefits Design, Voluntary Employee..., Health Savings Accounts, Health & Welfare..., Loss Prevention, Safety, Benefits Communication, Benefits Negotiation, Total Rewards Strategies, Business Continuity..., Outsourcing Management, Leave of Absence..., Financial Services, Process Improvement, Brokers, Insurance, 401k, Underwriting, Disability Insurance, Health Insurance, Outsourcing, COBRA, Executive Pay, Vendor Management
Education
Temple University
BBA (Summa Cum Laude) & MBA, Business Administration, Risk Management & Insurance
Insurance Institute of America
ARM designation
Don Trexler Don Trexler's Penn Mutual Life Insurance Company Experience May 2008 - April 2010
Job Corporate Vice President Claims at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2013 - Present
Dearborn National Life Insurance Company July 2010 - December 2012
Penn Mutual Life Insurance Company May 2008 - April 2010
InsPro Technologies Inc. July 2007 - April 2008
Penn Treaty Network America July 2003 - September 2006
Penn Treaty Network America October 2000 - July 2003
CIGNA January 1999 - October 2000
Penn Treaty Network America May 1998 - January 1999
Prudential May 1987 - February 1998
Skills
Term Life Insurance, Whole Life, Long Term Care, Medicare Supplements, Insurance, Disability Insurance, Critical Illness, FINRA Series 6, Accident, Claims, Process Improvement, Team Building, Claim, Long-term Care, Fixed Annuities, Medicare, Reinsurance, Human Resources, Series 6, Underwriting, Claims Management, Risk Management, Analysis, Claims Resolution, Claim Investigation, Strategic Planning, Training, Life Insurance, Customer Satisfaction, Health Insurance, Employee Benefits, Cross-functional Team..., Brokers, Leadership, Management, Recruiting, Change Management, General Insurance, Long Term Care Insurance, Budgets
Education
Kutztown University of Pennsylvania 1985 — 1986
Bachelor of Science, Public Administration
Penn State University 1983 — 1984
General Studies
Emmaus High School
New York Life Insurance Company January 2013 - Present
Dearborn National Life Insurance Company July 2010 - December 2012
Penn Mutual Life Insurance Company May 2008 - April 2010
InsPro Technologies Inc. July 2007 - April 2008
Penn Treaty Network America July 2003 - September 2006
Penn Treaty Network America October 2000 - July 2003
CIGNA January 1999 - October 2000
Penn Treaty Network America May 1998 - January 1999
Prudential May 1987 - February 1998
Skills
Term Life Insurance, Whole Life, Long Term Care, Medicare Supplements, Insurance, Disability Insurance, Critical Illness, FINRA Series 6, Accident, Claims, Process Improvement, Team Building, Claim, Long-term Care, Fixed Annuities, Medicare, Reinsurance, Human Resources, Series 6, Underwriting, Claims Management, Risk Management, Analysis, Claims Resolution, Claim Investigation, Strategic Planning, Training, Life Insurance, Customer Satisfaction, Health Insurance, Employee Benefits, Cross-functional Team..., Brokers, Leadership, Management, Recruiting, Change Management, General Insurance, Long Term Care Insurance, Budgets
Education
Kutztown University of Pennsylvania 1985 — 1986
Bachelor of Science, Public Administration
Penn State University 1983 — 1984
General Studies
Emmaus High School
Kayshawn Walker Kayshawn Walker's Penn Mutual Life Insurance Company Experience November 2008 - September 2010
Job pharmacy technician at walgreens pharmacy
Industry Pharmaceuticals
Experience
Temple Jeanes Hospital April 2012 - Present
walgreens pharmacy January 2012 - Present
Walgreens Pharmacy January 2012 - Present
Temple Jeans Hospital July 2012 - February 2013
Novasyte Inc. 2012 - 2012
Penn Mutual November 2008 - October 2010
Penn Mutual Life Insurance Company November 2008 - September 2010
Marketing Works Inc. March 2008 - November 2008
Marketing Works Inc March 2008 - November 2008
Royal Perfumes June 2005 - May 2006
Skills
• BLS Certification, • ..., • Inventory Control, • Drug classification, • Pharmaceutical..., • IV..., • Physician..., • Understanding of ..., • 10 + years of..., Pharmacy, Compounding, Diabetes, Microsoft Office, Pharmacists, PowerPoint
Education
Kaplan Career Institute 2011 — 2012
Diploma
Kaplan University 2011 — 2012
Pharmacy Technician, Biotechnology
University of the Sciences in Philadelphia 2001 — 2002
Pharmaceutical Engineering, Biotechnology
University of the Sciences in Philadelphia (USP) 2001 — 2002
Temple Jeanes Hospital April 2012 - Present
walgreens pharmacy January 2012 - Present
Walgreens Pharmacy January 2012 - Present
Temple Jeans Hospital July 2012 - February 2013
Novasyte Inc. 2012 - 2012
Penn Mutual November 2008 - October 2010
Penn Mutual Life Insurance Company November 2008 - September 2010
Marketing Works Inc. March 2008 - November 2008
Marketing Works Inc March 2008 - November 2008
Royal Perfumes June 2005 - May 2006
Skills
• BLS Certification, • ..., • Inventory Control, • Drug classification, • Pharmaceutical..., • IV..., • Physician..., • Understanding of ..., • 10 + years of..., Pharmacy, Compounding, Diabetes, Microsoft Office, Pharmacists, PowerPoint
Education
Kaplan Career Institute 2011 — 2012
Diploma
Kaplan University 2011 — 2012
Pharmacy Technician, Biotechnology
University of the Sciences in Philadelphia 2001 — 2002
Pharmaceutical Engineering, Biotechnology
University of the Sciences in Philadelphia (USP) 2001 — 2002
Veronica Klebanova's Penn Mutual Life Insurance Company Experience September 2010 - December 2010
Job Certified Financial Planner® Professional & MBA Candidate
Industry Wholesale
Experience
Merrill Lynch September 2015 - Present
Circle Advisers, Inc. December 2012 - Present
Circle Advisers, Inc. July 2011 - Present
Geller & Company January 2011 - May 2011
Penn Mutual Life Insurance Company September 2010 - December 2010
Staples August 2007 - May 2010
Skills
Adobe Creative Suite, Search Engine..., Marketing Management, Event Planning, Customer Relations, Website Development, Graphic Design, Google Webmaster Tools, Google, Supplier Management, Referrals, Client Retention, Client Service, Client Relationship..., Microsoft Office, Microsoft Operating..., Mac OS X, iPhone, Social Networking, Financial Services, SEO, Customer Service, CRM, Marketing, OS X, Recruiting, Web Analytics, Email Marketing, Digital Marketing, Social Media Marketing, Customer Retention, Google Analytics, Digital Strategy, Market Research, Corporate Moves, Corporate Relocation, Infrastructure..., Public Relations, Leadership, Training, Management, Time Management, Online Marketing, Direct Marketing, Online Advertising, Salesforce.com, Sponsorship, Strategy, Marketing Research, Facebook
Education
Pace University - Lubin School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
New York University - Leonard N. Stern School of Business 2013 — 2014
Certified Financial Planner Professional, Financial Planning and Services
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
BBA, International Marketing, Psychology, Finance
Merrill Lynch September 2015 - Present
Circle Advisers, Inc. December 2012 - Present
Circle Advisers, Inc. July 2011 - Present
Geller & Company January 2011 - May 2011
Penn Mutual Life Insurance Company September 2010 - December 2010
Staples August 2007 - May 2010
Skills
Adobe Creative Suite, Search Engine..., Marketing Management, Event Planning, Customer Relations, Website Development, Graphic Design, Google Webmaster Tools, Google, Supplier Management, Referrals, Client Retention, Client Service, Client Relationship..., Microsoft Office, Microsoft Operating..., Mac OS X, iPhone, Social Networking, Financial Services, SEO, Customer Service, CRM, Marketing, OS X, Recruiting, Web Analytics, Email Marketing, Digital Marketing, Social Media Marketing, Customer Retention, Google Analytics, Digital Strategy, Market Research, Corporate Moves, Corporate Relocation, Infrastructure..., Public Relations, Leadership, Training, Management, Time Management, Online Marketing, Direct Marketing, Online Advertising, Salesforce.com, Sponsorship, Strategy, Marketing Research, Facebook
Education
Pace University - Lubin School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
New York University - Leonard N. Stern School of Business 2013 — 2014
Certified Financial Planner Professional, Financial Planning and Services
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
BBA, International Marketing, Psychology, Finance
Benjamin Cauley's Penn Mutual Life Insurance Company Experience May 2010 - July 2010
Job Financial Analyst II at The Hanover Insurance Group
Industry Accounting
Experience
The Hanover Insurance Group March 2015 - Present
Fidelity Investments July 2014 - March 2015
Fidelity Investments June 2011 - July 2014
Massachusetts Office of the Attorney General September 2010 - December 2010
Penn Mutual Life Insurance Company May 2010 - July 2010
Education
Bentley University 2008 — 2012
Bachelor of Science, Accountancy
The Hanover Insurance Group March 2015 - Present
Fidelity Investments July 2014 - March 2015
Fidelity Investments June 2011 - July 2014
Massachusetts Office of the Attorney General September 2010 - December 2010
Penn Mutual Life Insurance Company May 2010 - July 2010
Education
Bentley University 2008 — 2012
Bachelor of Science, Accountancy
Jeff Carleton Jeff Carleton's Penn Mutual Life Insurance Company Experience 2006 - 2009
Job SVP/General Manager at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services April 2010 - Present
Penn Mutual October 2006 - January 2009
Penn Mutual Life Insurance Company 2006 - 2009
The Hartford 2004 - 2006
MassMutual 2002 - 2004
Lincoln Financial Group October 1990 - November 2002
Equitable Life 1986 - 1991
Skills
Insurance, Strategic Planning, Customer Relations, Account Management, New Business Development, Life Insurance, Fixed Annuities
Education
University of Colorado Denver 1991 — 1996
MBA, Finance, General
Shippensburg University of Pennsylvania 1976 — 1979
BA, Political Science, History, French
The American College
CLU, ChFC
Crump Life Insurance Services April 2010 - Present
Penn Mutual October 2006 - January 2009
Penn Mutual Life Insurance Company 2006 - 2009
The Hartford 2004 - 2006
MassMutual 2002 - 2004
Lincoln Financial Group October 1990 - November 2002
Equitable Life 1986 - 1991
Skills
Insurance, Strategic Planning, Customer Relations, Account Management, New Business Development, Life Insurance, Fixed Annuities
Education
University of Colorado Denver 1991 — 1996
MBA, Finance, General
Shippensburg University of Pennsylvania 1976 — 1979
BA, Political Science, History, French
The American College
CLU, ChFC
Mark Wutt's Penn Mutual Life Insurance Company Experience 2008 - 2010
Job Senior marketing and distribution leader
Industry Financial Services
Experience
OneAmerica October 2011 - Present
Distribution and Marketing Solutions December 2010 - October 2011
Penn Mutual Life Insurance Company 2008 - 2010
AXA Equitable 2006 - 2008
AXA Equitable 1998 - 2005
AXA Equitable 1997 - 1997
AXA Equitable 1994 - 1996
AXA Equitable 1991 - 1994
AXA Equitable 1987 - 1990
AXA Equitable 1983 - 1985
Skills
Strategy, CRM, Leadership, Business Development, Thought Leadership, Life Insurance, Financial Services, Integrated Marketing, Change Management, Sales Process, Insurance, Annuity Sales, Management, Agency Leadership, Distribution, Training, Budgets, Coaching, Employee Benefits, Program Management, Strategic Consulting, Sales Operations, Executive Management, Business Strategy, Performance Improvement, Marketing, Fixed Annuities, Sales, Strategic Financial..., Recruiting, Enterprise Software, Distribution Systems, Public Relations, Distribution Strategies, Business Process..., Finance, New Business Development, Relationship Management
Education
Harvard Business School 1985 — 1987
MBA, General Management Curriculum
Harvard University 1980 — 1983
B. A., Business Economics
OneAmerica October 2011 - Present
Distribution and Marketing Solutions December 2010 - October 2011
Penn Mutual Life Insurance Company 2008 - 2010
AXA Equitable 2006 - 2008
AXA Equitable 1998 - 2005
AXA Equitable 1997 - 1997
AXA Equitable 1994 - 1996
AXA Equitable 1991 - 1994
AXA Equitable 1987 - 1990
AXA Equitable 1983 - 1985
Skills
Strategy, CRM, Leadership, Business Development, Thought Leadership, Life Insurance, Financial Services, Integrated Marketing, Change Management, Sales Process, Insurance, Annuity Sales, Management, Agency Leadership, Distribution, Training, Budgets, Coaching, Employee Benefits, Program Management, Strategic Consulting, Sales Operations, Executive Management, Business Strategy, Performance Improvement, Marketing, Fixed Annuities, Sales, Strategic Financial..., Recruiting, Enterprise Software, Distribution Systems, Public Relations, Distribution Strategies, Business Process..., Finance, New Business Development, Relationship Management
Education
Harvard Business School 1985 — 1987
MBA, General Management Curriculum
Harvard University 1980 — 1983
B. A., Business Economics
Christine Denham Christine Denham's Penn Mutual Life Insurance Company Experience August 1980 - July 1987
Job Insurance Professional
Industry Information Technology and Services
Experience
Ebix May 2006 - September 2011
Infinity Systems Consulting August 1992 - May 2006
Penn Mutual Life Insurance Company August 1980 - July 1987
Skills
Project Management, Insurance, Budgets, Requirements Analysis, Business Analysis, Vendor Management, Strategic Planning, Accounting, CRM, Requirements Gathering, Business Intelligence, Process Improvement
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Marketing and Management
The College of New Jersey 1971 — 1975
BS, Accounting
Ebix May 2006 - September 2011
Infinity Systems Consulting August 1992 - May 2006
Penn Mutual Life Insurance Company August 1980 - July 1987
Skills
Project Management, Insurance, Budgets, Requirements Analysis, Business Analysis, Vendor Management, Strategic Planning, Accounting, CRM, Requirements Gathering, Business Intelligence, Process Improvement
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Marketing and Management
The College of New Jersey 1971 — 1975
BS, Accounting
Jennifer Moroney's Penn Mutual Life Insurance Company Experience December 2007 - December 2014
Job Investment Analyst at Penn Mutual Asset Management
Industry Insurance
Experience
Penn Mutual Asset Management, Inc. January 2015 - Present
Penn Mutual Life Insurance Company December 2007 - December 2014
Education
University of Pittsburgh 2001 — 2003
Bachelor of Science (B.S.), Finance, General, 3.73 GPA
Penn State University
Master of Business Administration (MBA)
Penn Mutual Asset Management, Inc. January 2015 - Present
Penn Mutual Life Insurance Company December 2007 - December 2014
Education
University of Pittsburgh 2001 — 2003
Bachelor of Science (B.S.), Finance, General, 3.73 GPA
Penn State University
Master of Business Administration (MBA)
Patti Doubet Patti Doubet's Penn Mutual Life Insurance Company Experience April 1995 - April 2004
Job Owner/Photographer at Patti Doubet Photography
Industry Consumer Goods
Experience
Patti Doubet Photography June 2014 - Present
Comey & Shepherd April 2012 - May 2014
Hallmark Cards March 2009 - May 2013
Penn Mutual Life Insurance Company April 1995 - April 2004
Northwestern Mutual Life March 1991 - August 1994
Skills
Typing, Organization, Efficent, Team-oriented, Sales, Management, Recruiting, Customer Service, Time Management, New Business Development
Education
University of Cincinnati-Clermont College
Patti Doubet Photography June 2014 - Present
Comey & Shepherd April 2012 - May 2014
Hallmark Cards March 2009 - May 2013
Penn Mutual Life Insurance Company April 1995 - April 2004
Northwestern Mutual Life March 1991 - August 1994
Skills
Typing, Organization, Efficent, Team-oriented, Sales, Management, Recruiting, Customer Service, Time Management, New Business Development
Education
University of Cincinnati-Clermont College
Julie Reeb Julie Reeb's Penn Mutual Life Insurance Company Experience 1993 - 1999
Job President, DBE Certified Materials Supplier
Industry Construction
Experience
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
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
Nicholas Mattera Nicholas Mattera's Penn Mutual Life Insurance Company Experience August 1984 - August 1986
Job Sr. Director, Performance Improvement at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
TIAA-CREF January 2010 - July 2012
TIAA-CREF January 2007 - December 2009
TIAA-CREF January 2004 - December 2006
TIAA-CREF October 1996 - December 2003
TIAA-CREF November 1989 - September 1996
Provident Mutual Life Insurance Company September 1986 - October 1989
Penn Mutual Life Insurance Company August 1984 - August 1986
John Hancock Life Insurance Company September 1983 - May 1984
Skills
Retirement, Asset, Pension Administration, Customer Retention, RFP, Business Development, Pensions, Series 63, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Services
Education
Drexel University 1980 — 1983
Master of Business Administration, Financial Management
Villanova University 1976 — 1980
Bachelor of Arts, History
TIAA-CREF August 2012 - Present
TIAA-CREF January 2010 - July 2012
TIAA-CREF January 2007 - December 2009
TIAA-CREF January 2004 - December 2006
TIAA-CREF October 1996 - December 2003
TIAA-CREF November 1989 - September 1996
Provident Mutual Life Insurance Company September 1986 - October 1989
Penn Mutual Life Insurance Company August 1984 - August 1986
John Hancock Life Insurance Company September 1983 - May 1984
Skills
Retirement, Asset, Pension Administration, Customer Retention, RFP, Business Development, Pensions, Series 63, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Services
Education
Drexel University 1980 — 1983
Master of Business Administration, Financial Management
Villanova University 1976 — 1980
Bachelor of Arts, History
Paul F. Griessel, CHFC, CLU, RFC Paul F. Griessel, CHFC, CLU, RFC's Penn Mutual Life Insurance Company Experience 1998 - 2004
Job President Griessel Tiffany Group .
Industry Financial Services
Experience
Griessel Tiffany Group February 1995 - Present
Griessel Tiffany Group January 1994 - Present
Penn Mutual Life Insurance Company 1998 - 2004
New York Life Insurance Company June 1990 - February 1995
New York Life September 1985 - June 1990
Skills
Estate Planning, Investments, Wealth Management, Life Insurance, Small Business, Retirement Planning, Retirement, IRAs, Disability Insurance, Strategic Financial..., Fixed Annuities, Financial Planning, 401k Rollovers, Succession Planning, Special Needs funding, Charitable Gift Planning, Philanthropy, Key Person Insurance, Leadership, Sales, Marketing, Customer Service
Education
The American College 1983 — 1989
Chartered Financial Consultant & Chartered Life Underwriter, Insurance, Taxation, Pension Planning, Estate Planning
Wagner College, Staten Island, New York 1971 — 1975
BS, Austrian Economics & Bus Administration
The Shaker High School, Latham, New York 1968 — 1971
College Prep, Business/Managerial Economics
Griessel Tiffany Group February 1995 - Present
Griessel Tiffany Group January 1994 - Present
Penn Mutual Life Insurance Company 1998 - 2004
New York Life Insurance Company June 1990 - February 1995
New York Life September 1985 - June 1990
Skills
Estate Planning, Investments, Wealth Management, Life Insurance, Small Business, Retirement Planning, Retirement, IRAs, Disability Insurance, Strategic Financial..., Fixed Annuities, Financial Planning, 401k Rollovers, Succession Planning, Special Needs funding, Charitable Gift Planning, Philanthropy, Key Person Insurance, Leadership, Sales, Marketing, Customer Service
Education
The American College 1983 — 1989
Chartered Financial Consultant & Chartered Life Underwriter, Insurance, Taxation, Pension Planning, Estate Planning
Wagner College, Staten Island, New York 1971 — 1975
BS, Austrian Economics & Bus Administration
The Shaker High School, Latham, New York 1968 — 1971
College Prep, Business/Managerial Economics
Robert Bevan Robert Bevan's Penn Mutual Life Insurance Company Experience 2000 - 2009
Job Computer Software Professional
Industry Computer Software
Experience
Leukemia & Lymphomia Society May 1998 - July 2013
Focus Forward, LLC. July 2012 - April 2013
Comcast December 2011 - June 2012
Focus Forward, LLC. November 2010 - December 2011
Department of Commerce, U. S. Census April 2010 - August 2010
Penn Mutual September 2000 - July 2009
Penn Mutual Life Insurance Company 2000 - 2009
US Census Bureau March 2000 - September 2000
BEVAN, INC January 1986 - January 1999
SORBUS, INC January 1985 - January 1986
Skills
Mainframe, Software Documentation, TSO, CICS, Customer Service, Oracle, COBOL, Leadership, Analysis, Outlook, Access, SDLC, Databases, Management, Business Analysis, Process Improvement, Program Management, Project Management, Recruiting, Vendor Management
Education
Rutgers University – Camden 1981 — 1983
M.S.W., Administration
Penn State University 1971 — 1975
B.S., Individual and Family Studies
Leukemia & Lymphomia Society May 1998 - July 2013
Focus Forward, LLC. July 2012 - April 2013
Comcast December 2011 - June 2012
Focus Forward, LLC. November 2010 - December 2011
Department of Commerce, U. S. Census April 2010 - August 2010
Penn Mutual September 2000 - July 2009
Penn Mutual Life Insurance Company 2000 - 2009
US Census Bureau March 2000 - September 2000
BEVAN, INC January 1986 - January 1999
SORBUS, INC January 1985 - January 1986
Skills
Mainframe, Software Documentation, TSO, CICS, Customer Service, Oracle, COBOL, Leadership, Analysis, Outlook, Access, SDLC, Databases, Management, Business Analysis, Process Improvement, Program Management, Project Management, Recruiting, Vendor Management
Education
Rutgers University – Camden 1981 — 1983
M.S.W., Administration
Penn State University 1971 — 1975
B.S., Individual and Family Studies
C. Bayne Northern, CLU, ChFC, MSM C. Bayne Northern, CLU, ChFC, MSM's Penn Mutual Life Insurance Company Experience 2006 - 2014
Job Financial Services Executive: Regional/National Sales Management; Distributor Relationships | Corporate Sponsor Liaison
Industry Financial Services
Experience
Northern Insurance Agencies (Allstate Insurance) March 2015 - Present
The American College 2014 - Present
Penn Mutual Life Insurance Company 2006 - 2014
Transamerica Capital Inc. (TCI) 1998 - 2006
Crestar Securities Corporation (CSC) 1993 - 1998
Education
Loyola College in Maryland
MBA, Finance
The American College
MSM, Leadership
Lehigh University
Bachelor's Degree
Northern Insurance Agencies (Allstate Insurance) March 2015 - Present
The American College 2014 - Present
Penn Mutual Life Insurance Company 2006 - 2014
Transamerica Capital Inc. (TCI) 1998 - 2006
Crestar Securities Corporation (CSC) 1993 - 1998
Education
Loyola College in Maryland
MBA, Finance
The American College
MSM, Leadership
Lehigh University
Bachelor's Degree
Rachel Stein's Penn Mutual Life Insurance Company Experience November 2008 - November 2011
Job Assistant Director
Industry Financial Services
Experience
Janney Montgommery Scott August 2015 - Present
Penn Mutual December 2011 - August 2015
Penn Mutual Life Insurance Company November 2008 - November 2011
Penn Mutual Life Insurance Company September 2007 - October 2008
Skills
Marketing, Insurance, Management, Project Management, Program Management, Marketing Strategy, Sales, Fixed Annuities, Financial Services, Account Management, Strategy, Training, Small Business, Direct Marketing, Relationship Management
Education
La Salle University 2012 — 2015
Master of Business Administration (MBA), Marketing
Babson College 2013 — 2014
Entrepreneurial Studies, Entrepreneurship/Entrepreneurial Studies
Temple University - Fox School of Business and Management 2005 — 2007
Bachelors, Marketing, Economics
Janney Montgommery Scott August 2015 - Present
Penn Mutual December 2011 - August 2015
Penn Mutual Life Insurance Company November 2008 - November 2011
Penn Mutual Life Insurance Company September 2007 - October 2008
Skills
Marketing, Insurance, Management, Project Management, Program Management, Marketing Strategy, Sales, Fixed Annuities, Financial Services, Account Management, Strategy, Training, Small Business, Direct Marketing, Relationship Management
Education
La Salle University 2012 — 2015
Master of Business Administration (MBA), Marketing
Babson College 2013 — 2014
Entrepreneurial Studies, Entrepreneurship/Entrepreneurial Studies
Temple University - Fox School of Business and Management 2005 — 2007
Bachelors, Marketing, Economics
Bridget Heal Bridget Heal's Penn Mutual Life Insurance Company Experience July 2007 - Present
Job Sr. Marketing Manager at Penn Mutual
Industry Financial Services
Experience
Penn Mutual May 2012 - Present
Penn Mutual Life Insurance Company July 2007 - Present
Popular Financial Holdings April 2005 - March 2007
Chase Home Finance July 2001 - April 2005
JPMorgan Chase 2001 - 2005
Prudential January 1995 - December 2000
Skills
Product Marketing, Product Development, Direct Marketing, Marketing, Life Insurance, Segmentation, Marketing Management, Team Building, Fixed Annuities, Marketing Strategy, CRM, Variable Annuities, Small Business Marketing, Database Marketing, Mortgage Marketing, Email Marketing, Strategy, Retirement Planning, Marketing Communications, Real Estate Investor, Integrated Marketing, Content Marketing, Analytics, Digital Marketing, Social Media Marketing, Content Strategy, Mobile Marketing
Education
New Jersey Institute of Technology 2000 — 2002
MBA, Management of Technology
Moravian College 1990 — 1994
B.A., Management & Political Science
Penn Mutual May 2012 - Present
Penn Mutual Life Insurance Company July 2007 - Present
Popular Financial Holdings April 2005 - March 2007
Chase Home Finance July 2001 - April 2005
JPMorgan Chase 2001 - 2005
Prudential January 1995 - December 2000
Skills
Product Marketing, Product Development, Direct Marketing, Marketing, Life Insurance, Segmentation, Marketing Management, Team Building, Fixed Annuities, Marketing Strategy, CRM, Variable Annuities, Small Business Marketing, Database Marketing, Mortgage Marketing, Email Marketing, Strategy, Retirement Planning, Marketing Communications, Real Estate Investor, Integrated Marketing, Content Marketing, Analytics, Digital Marketing, Social Media Marketing, Content Strategy, Mobile Marketing
Education
New Jersey Institute of Technology 2000 — 2002
MBA, Management of Technology
Moravian College 1990 — 1994
B.A., Management & Political Science
Anna Moran-Eden Anna Moran-Eden's Penn Mutual Life Insurance Company Experience June 2000 - June 2005
Job Project Coordinator / Data Integrity Manager at Formation Healthcare Group
Industry Hospital & Health Care
Experience
Formation Healthcare Group May 2013 - Present
SavaSeniorCare Administrative Services, LLC September 2005 - May 2013
Penn Mutual Life Insurance Company June 2000 - June 2005
Skills
Office Administration, Project Management, Customer Service, Meeting & Conference..., Event Planning, Outlook, Access, Process Scheduler, Accounts Payable, Policy, Training, Healthcare, Healthcare Management, Process Improvement, Leadership, Team Building
Education
College of DuPage 1996 — 1998
Formation Healthcare Group May 2013 - Present
SavaSeniorCare Administrative Services, LLC September 2005 - May 2013
Penn Mutual Life Insurance Company June 2000 - June 2005
Skills
Office Administration, Project Management, Customer Service, Meeting & Conference..., Event Planning, Outlook, Access, Process Scheduler, Accounts Payable, Policy, Training, Healthcare, Healthcare Management, Process Improvement, Leadership, Team Building
Education
College of DuPage 1996 — 1998
Dr. Richard Lombardo, PhD Dr. Richard Lombardo, PhD's Penn Mutual Life Insurance Company Experience February 2003 - May 2006
Job Education, Training, and Operational Leadership
Industry Education Management
Experience
Valley College April 2015 - Present
Harcum College December 2014 - Present
Corporate College Services, Inc. September 2013 - Present
Anthem Institute October 2013 - August 2014
Empire Education Group November 2012 - October 2013
Empire Education Group September 2010 - November 2012
INSURED CAPITAL MANAGEMENT August 2006 - September 2010
PENN MUTUAL LIFE INSURANCE COMPANY February 2003 - May 2006
Principal Financial Group January 1997 - January 2003
Skills
Strategic Planning, Change Management, Business Process Mapping, Market Development, Internal Audit, Operations Management, Insurance, Leadership, Leadership Development, Team Building, Coaching, Public Speaking, Program Development, Human Resources, Training, Management, Program Management, Marketing, Sales, Account Management, Project Management, Sales Management, New Business Development, Staff Development, Organizational..., Adult Education, Recruiting, P&L Management, Employee Training, Fundraising
Education
Capella University 2008 — 2014
Doctor of Philosophy (Ph.D.), Education/Professional Services
Eastern University 2002 — 2008
MBA, Management
Eastern University 2003 — 2006
BA, Organizational Management
Ridley High School
Valley College April 2015 - Present
Harcum College December 2014 - Present
Corporate College Services, Inc. September 2013 - Present
Anthem Institute October 2013 - August 2014
Empire Education Group November 2012 - October 2013
Empire Education Group September 2010 - November 2012
INSURED CAPITAL MANAGEMENT August 2006 - September 2010
PENN MUTUAL LIFE INSURANCE COMPANY February 2003 - May 2006
Principal Financial Group January 1997 - January 2003
Skills
Strategic Planning, Change Management, Business Process Mapping, Market Development, Internal Audit, Operations Management, Insurance, Leadership, Leadership Development, Team Building, Coaching, Public Speaking, Program Development, Human Resources, Training, Management, Program Management, Marketing, Sales, Account Management, Project Management, Sales Management, New Business Development, Staff Development, Organizational..., Adult Education, Recruiting, P&L Management, Employee Training, Fundraising
Education
Capella University 2008 — 2014
Doctor of Philosophy (Ph.D.), Education/Professional Services
Eastern University 2002 — 2008
MBA, Management
Eastern University 2003 — 2006
BA, Organizational Management
Ridley High School
Bahn Johnson Bahn Johnson's Penn Mutual Life Insurance Company Experience April 2011 - August 2012
Job Field Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company August 2012 - Present
Penn Mutual Life Insurance Company April 2011 - August 2012
Cooper McManus July 2008 - March 2011
Cooper McManus July 2008 - March 2011
LoanAdvisors, Inc. November 2006 - July 2008
Education
University of Oregon 2001 — 2006
Bachlor of Science, Economics
Pacific Life Insurance Company August 2012 - Present
Penn Mutual Life Insurance Company April 2011 - August 2012
Cooper McManus July 2008 - March 2011
Cooper McManus July 2008 - March 2011
LoanAdvisors, Inc. November 2006 - July 2008
Education
University of Oregon 2001 — 2006
Bachlor of Science, Economics
Elizabeth Brock's Penn Mutual Life Insurance Company Experience 2011 - 2012
Job Project Management Consultant at NorthStar Solutions Group, LLC
Industry Information Technology and Services
Experience
NorthStar Solutions Group LLC October 2014 - Present
Drug Information Association 2013 - 2014
Penn Mutual Life Insurance Company 2011 - 2012
Rohm and Haas Company / Dow Chemical 2005 - 2010
Rohm and Haas Company 2003 - 2005
Rohm and Haas Company 2002 - 2003
Rohm and Haas Company 1998 - 2002
Rohm and Haas Company 1995 - 1998
Rohm and Haas Company 1991 - 1994
Macmillan, Inc. 1989 - 1991
Skills
Project Management, SDLC, Business Analysis, PMP, Agile Methodologies, Program Management, Scrum, Cross-functional Team..., Troubleshooting, IT Strategy, Enterprise Software, CMS, CRM, MS Project, Web Content Management, Waterfall, Agile Project Management
Education
Rutgers University – Camden
B.A., Computer Science
The College of New Jersey
B.A., English
NorthStar Solutions Group LLC October 2014 - Present
Drug Information Association 2013 - 2014
Penn Mutual Life Insurance Company 2011 - 2012
Rohm and Haas Company / Dow Chemical 2005 - 2010
Rohm and Haas Company 2003 - 2005
Rohm and Haas Company 2002 - 2003
Rohm and Haas Company 1998 - 2002
Rohm and Haas Company 1995 - 1998
Rohm and Haas Company 1991 - 1994
Macmillan, Inc. 1989 - 1991
Skills
Project Management, SDLC, Business Analysis, PMP, Agile Methodologies, Program Management, Scrum, Cross-functional Team..., Troubleshooting, IT Strategy, Enterprise Software, CMS, CRM, MS Project, Web Content Management, Waterfall, Agile Project Management
Education
Rutgers University – Camden
B.A., Computer Science
The College of New Jersey
B.A., English
Donna Pagliarani's Penn Mutual Life Insurance Company Experience February 1997 - May 1999
Job Realtor at Century 21 Signature Properties
Industry Real Estate
Experience
Century 21 Signature Properties December 2013 - Present
Dharma Connection March 2009 - Present
Bourne Skating Club 2011 - 2012
Thomson Reuters (formerly XMLAW, Inc.) February 2008 - September 2010
Successfactors June 2007 - February 2008
Satuit Technologies March 2005 - June 2007
Popstick 2003 - 2004
CGU Life Insurance Company May 1999 - February 2002
AQM Information Solutions 2000 - 2002
Penn Mutual Life Insurance Company February 1997 - May 1999
Skills
Program Management, Enterprise Software, Event Management, Talent Management, Product Development, Project Management, Microsoft SQL Server, Yoga, SaaS, SharePoint, Talent Acquisition, Start-ups, Business Analysis, Business Development, Customer Service
Education
University of New Brunswick 1983 — 1987
St. Thomas University (CA) 1982 — 1983
Plymouth-Carver High
Century 21 Signature Properties December 2013 - Present
Dharma Connection March 2009 - Present
Bourne Skating Club 2011 - 2012
Thomson Reuters (formerly XMLAW, Inc.) February 2008 - September 2010
Successfactors June 2007 - February 2008
Satuit Technologies March 2005 - June 2007
Popstick 2003 - 2004
CGU Life Insurance Company May 1999 - February 2002
AQM Information Solutions 2000 - 2002
Penn Mutual Life Insurance Company February 1997 - May 1999
Skills
Program Management, Enterprise Software, Event Management, Talent Management, Product Development, Project Management, Microsoft SQL Server, Yoga, SaaS, SharePoint, Talent Acquisition, Start-ups, Business Analysis, Business Development, Customer Service
Education
University of New Brunswick 1983 — 1987
St. Thomas University (CA) 1982 — 1983
Plymouth-Carver High
Kevin O'Hara's Penn Mutual Life Insurance Company Experience 1984 - 1985
Job Field Sales Leader And Recruiter at Allstate Insurance Company
Industry Insurance
Experience
Allstate Insurance Company January 1985 - Present
172nd Airlift Wing, Jackson, MS 1981 - 2006
Allstate Insurance Company 1995 - 1997
Allstate Insurance Company 1990 - 1995
Allstate Insurance Company 1989 - 1990
Allstate Insurance Company 1986 - 1989
Allstate Insurance Company 1985 - 1986
Penn Mutual Life Insurance Company 1984 - 1985
Skills
Commercial Insurance, Property & Casualty..., Fixed Annuities, Underwriting, Leadership, Casualty, Insurance, Sales, Term Life Insurance, Umbrella Insurance, Commercial Lines, Disability Insurance, General Insurance, Health Insurance, Homeowners, Legal Liability, Liability, Life Insurance, Long-term Care, Universal Life, Casualty Insurance
Education
Mississippi State University 1979 — 1980
Bachelor of Arts, History, Specialization in Latin American Studies
Mississippi College 1976 — 1979
None, History
Allstate Insurance Company January 1985 - Present
172nd Airlift Wing, Jackson, MS 1981 - 2006
Allstate Insurance Company 1995 - 1997
Allstate Insurance Company 1990 - 1995
Allstate Insurance Company 1989 - 1990
Allstate Insurance Company 1986 - 1989
Allstate Insurance Company 1985 - 1986
Penn Mutual Life Insurance Company 1984 - 1985
Skills
Commercial Insurance, Property & Casualty..., Fixed Annuities, Underwriting, Leadership, Casualty, Insurance, Sales, Term Life Insurance, Umbrella Insurance, Commercial Lines, Disability Insurance, General Insurance, Health Insurance, Homeowners, Legal Liability, Liability, Life Insurance, Long-term Care, Universal Life, Casualty Insurance
Education
Mississippi State University 1979 — 1980
Bachelor of Arts, History, Specialization in Latin American Studies
Mississippi College 1976 — 1979
None, History
Robert Hemmick's Penn Mutual Life Insurance Company Experience February 2003 - January 2006
Job SVP / Marketing / Pittsburgh Brokerage / Capitas Financial / Representative of The Leaders Group, Member FINRA/SIPC
Industry Financial Services
Experience
Pittsburgh Brokerage Services, Inc. / Capitas Financial April 2014 - Present
National Brokerage / Formerly ECC Marketing January 2006 - March 2014
Penn Mutual Life Insurance Company February 2003 - January 2006
Pullman Financial Corporation August 1999 - February 2003
Actuarial Data, Inc September 1994 - July 1999
CIGNA Financial Advisors 1974 - 1994
Skills
Public Speaking, Microsoft Excel, Financial Services, Leadership, Training, Term Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Life Insurance, Health Insurance, Long-term Care, Account Management, Management, Finance, Investments, Sales, Variable Annuities, Sales Management, Estate Planning, Financial Advisory, Employee Benefits, Retirement Planning
Education
Ball State University 1968 — 1972
BS, Education
Pittsburgh Brokerage Services, Inc. / Capitas Financial April 2014 - Present
National Brokerage / Formerly ECC Marketing January 2006 - March 2014
Penn Mutual Life Insurance Company February 2003 - January 2006
Pullman Financial Corporation August 1999 - February 2003
Actuarial Data, Inc September 1994 - July 1999
CIGNA Financial Advisors 1974 - 1994
Skills
Public Speaking, Microsoft Excel, Financial Services, Leadership, Training, Term Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Life Insurance, Health Insurance, Long-term Care, Account Management, Management, Finance, Investments, Sales, Variable Annuities, Sales Management, Estate Planning, Financial Advisory, Employee Benefits, Retirement Planning
Education
Ball State University 1968 — 1972
BS, Education
Denise Bancroft Denise Bancroft's Penn Mutual Life Insurance Company Experience 1981 - 1993
Job
Industry Insurance
Experience
Penn Mutual Life Insurance Company 1981 - 1993
Education
La Salle University
BS, Accounting
Penn Mutual Life Insurance Company 1981 - 1993
Education
La Salle University
BS, Accounting
Mirek Niemynski Mirek Niemynski's Penn Mutual Life Insurance Company Experience 1989 - 1996
Job Acquisitions/Asset Management
Industry Real Estate
Experience
Cyprian Real Estate Investments 2011 - Present
Capmark Investments (f/k/a GMAC Commercial Mortgage) 1999 - 2011
The Rubenstein Company 1996 - 1999
Penn Mutual Life Insurance Company 1989 - 1996
CIGNA 1985 - 1989
Skills
Asset Managment, Disposition, Lease Negotiations, Financial Analysis, Multi-family Investment..., Joint Ventures, Real Estate Due..., Commercial Real Estate..., Commercial Real Estate..., Acquisitions, Property, Real Estate, Commercial Real Estate, Real Estate Transactions, Investment Properties, Real Estate Financing, Negotiation, Leases, Property Management, Corporate Real Estate, Real Estate Private..., Lease Administration, Apartments, Investors, Landlord, Asset Management, Loans, Investments, Valuation, Portfolio Management, Due Diligence, Commercial Mortgages, Real Estate Economics, Finance, Financial Structuring, Underwriting, Brokerage, Real Estate Development, Location Intelligence, Equities, Private Equity, CMBS, Mezzanine, Financial Modeling, Appraisals, Structured Finance, Mortgage Lending, Capital Markets, Affordable Housing, Loan Origination
Education
New York University
MS, Real Estate
The Wharton School of the University of Pennsylvania
BBA, Accounting
La Salle University
BS, Finance
St. Joseph's Prep
Cyprian Real Estate Investments 2011 - Present
Capmark Investments (f/k/a GMAC Commercial Mortgage) 1999 - 2011
The Rubenstein Company 1996 - 1999
Penn Mutual Life Insurance Company 1989 - 1996
CIGNA 1985 - 1989
Skills
Asset Managment, Disposition, Lease Negotiations, Financial Analysis, Multi-family Investment..., Joint Ventures, Real Estate Due..., Commercial Real Estate..., Commercial Real Estate..., Acquisitions, Property, Real Estate, Commercial Real Estate, Real Estate Transactions, Investment Properties, Real Estate Financing, Negotiation, Leases, Property Management, Corporate Real Estate, Real Estate Private..., Lease Administration, Apartments, Investors, Landlord, Asset Management, Loans, Investments, Valuation, Portfolio Management, Due Diligence, Commercial Mortgages, Real Estate Economics, Finance, Financial Structuring, Underwriting, Brokerage, Real Estate Development, Location Intelligence, Equities, Private Equity, CMBS, Mezzanine, Financial Modeling, Appraisals, Structured Finance, Mortgage Lending, Capital Markets, Affordable Housing, Loan Origination
Education
New York University
MS, Real Estate
The Wharton School of the University of Pennsylvania
BBA, Accounting
La Salle University
BS, Finance
St. Joseph's Prep
Alexandra Shaner Alexandra Shaner's Penn Mutual Life Insurance Company Experience 2004 - 2007
Job Executive Assistant
Industry Financial Services
Experience
CardConnect Payments February 2015 - Present
QVC 2014 - 2014
David's Bridal 2011 - 2013
David's Bridal 2011 - 2012
Destination Maternity Corporation 2009 - 2011
Penn Mutual Life Insurance Company 2004 - 2007
Skills
Editing, Management, Event Planning, Retail, Social Media, Customer Service, Microsoft Office, Outlook, Administrative..., Microsoft Word, Technical Writing, Training, PowerPoint, Press Releases, Microsoft Excel, Newsletters, Event Management, Copywriting, Corporate Policies, InDesign, SharePoint, Proofreading, Creative Writing, Administrative..., Corporate Governance, Photoshop, Adobe Acrobat, Team Building, Leadership, Time Management, Social Networking, Intranet Portals, Intranet Strategy
Education
Chestnut Hill College 2007 — 2009
B.A., English Literature and Communications, 3.7 GPA
Montgomery County Community College 2005 — 2007
A.G.S., General Studies
Upper Dublin High School 2000 — 2004
Diploma, General Studies
CardConnect Payments February 2015 - Present
QVC 2014 - 2014
David's Bridal 2011 - 2013
David's Bridal 2011 - 2012
Destination Maternity Corporation 2009 - 2011
Penn Mutual Life Insurance Company 2004 - 2007
Skills
Editing, Management, Event Planning, Retail, Social Media, Customer Service, Microsoft Office, Outlook, Administrative..., Microsoft Word, Technical Writing, Training, PowerPoint, Press Releases, Microsoft Excel, Newsletters, Event Management, Copywriting, Corporate Policies, InDesign, SharePoint, Proofreading, Creative Writing, Administrative..., Corporate Governance, Photoshop, Adobe Acrobat, Team Building, Leadership, Time Management, Social Networking, Intranet Portals, Intranet Strategy
Education
Chestnut Hill College 2007 — 2009
B.A., English Literature and Communications, 3.7 GPA
Montgomery County Community College 2005 — 2007
A.G.S., General Studies
Upper Dublin High School 2000 — 2004
Diploma, General Studies
Sherry Markert Sherry Markert's Penn Mutual Life Insurance Company Experience 1990 - 2002
Job ★ Entrepreneur ★ Relationship Marketing ★ Online Marketing ★ Coach & Mentor ★
Industry Professional Training & Coaching
Experience
Nerium International February 2015 - Present
Todays Business EDGE 2009 - Present
Action Industries 1975 - 2005
Penn Mutual Life Insurance Company 1990 - 2002
Cal-Surance Associates 1988 - 1990
Crestview Realty 1972 - 1982
Skills
Success Coach, Nerium Director, Network Marketing, Direct Sales, Relationship Marketing, Entrepreneurship, Strategic Planning, New Business Development, Online Marketing, Marketing Consulting, Marketing Strategy, Sales Management, Online Advertising, Website Development, Advertising, Branding Consultant, Reputation Marketing, Business Development, Digital Marketing, Pay Per Click Marketing, Social Media Marketing, SEO, Local Business Marketing, Video Marketing, Marketing, Website Design, Event Planning, Editing, Account Management, Public Speaking, Project Planning, Nonprofits, Process Improvement, Competitive Analysis, Mobile Device Marketing, Product Marketing, Mobile Marketing, PPC
Education
Chapman University 2004 — 2006
In Progress, Mathematics
Santiago Canyon College 2001 — 2004
Associate of Science (AS), Mathematics, 3.87 GPA
Taft High School - Woodland Hills, CA
Transferred to El Rancho HS where I graduated, Educational Leadership and Administration, General
Nerium International February 2015 - Present
Todays Business EDGE 2009 - Present
Action Industries 1975 - 2005
Penn Mutual Life Insurance Company 1990 - 2002
Cal-Surance Associates 1988 - 1990
Crestview Realty 1972 - 1982
Skills
Success Coach, Nerium Director, Network Marketing, Direct Sales, Relationship Marketing, Entrepreneurship, Strategic Planning, New Business Development, Online Marketing, Marketing Consulting, Marketing Strategy, Sales Management, Online Advertising, Website Development, Advertising, Branding Consultant, Reputation Marketing, Business Development, Digital Marketing, Pay Per Click Marketing, Social Media Marketing, SEO, Local Business Marketing, Video Marketing, Marketing, Website Design, Event Planning, Editing, Account Management, Public Speaking, Project Planning, Nonprofits, Process Improvement, Competitive Analysis, Mobile Device Marketing, Product Marketing, Mobile Marketing, PPC
Education
Chapman University 2004 — 2006
In Progress, Mathematics
Santiago Canyon College 2001 — 2004
Associate of Science (AS), Mathematics, 3.87 GPA
Taft High School - Woodland Hills, CA
Transferred to El Rancho HS where I graduated, Educational Leadership and Administration, General
Semmes Hughs, CLU's Penn Mutual Life Insurance Company Experience April 2015 - Present
Job Regional Marketing Director at Penn Mutual Life Insurance Company
Industry Financial Services
Experience
Penn Mutual Life Insurance Company April 2015 - Present
Whitney Bank April 2013 - November 2014
Independent August 2012 - March 2013
Compass Capital Management December 2009 - July 2012
MetLife Investors May 2008 - December 2009
Sun Life Financial 2002 - 2008
Lincoln Benefit Life 1998 - 2000
Skills
Fixed Annuities, Retirement, Estate Planning, Life Insurance, Investments, Financial Advisory, Insurance, Financial Services, Disability Insurance, Long-term Care, Retirement Planning, Variable Annuities, Series 63, Mutual Funds, Wealth Management, Series 7, FINRA, Investment Management, Finance, Employee Benefits, Investment Advisory, ETFs, Asset Management, Mortgage Lending, IRAs, Relationship Management, Series 6, Asset Allocation, Whole Life, Underwriting, Health Insurance, Uniform Combined State..., Wealth, Universal Life, Equities, 401k, Alternative Investments, Critical Illness, Portfolio Management, Trusts, Long Term Care Insurance, Term Life Insurance, Investment Strategies, Wealth Management..., Life & Health Insurance..., Defined Benefit, Series 65
Education
Solomon S. Huebner School of CLU Studies 1990 — 2002
CLU, Estate, Retirement, and Business Planning
Tulane University 1979 — 1983
Bachelor of Arts, History
Jesuit High School 1974 — 1979
Penn Mutual Life Insurance Company April 2015 - Present
Whitney Bank April 2013 - November 2014
Independent August 2012 - March 2013
Compass Capital Management December 2009 - July 2012
MetLife Investors May 2008 - December 2009
Sun Life Financial 2002 - 2008
Lincoln Benefit Life 1998 - 2000
Skills
Fixed Annuities, Retirement, Estate Planning, Life Insurance, Investments, Financial Advisory, Insurance, Financial Services, Disability Insurance, Long-term Care, Retirement Planning, Variable Annuities, Series 63, Mutual Funds, Wealth Management, Series 7, FINRA, Investment Management, Finance, Employee Benefits, Investment Advisory, ETFs, Asset Management, Mortgage Lending, IRAs, Relationship Management, Series 6, Asset Allocation, Whole Life, Underwriting, Health Insurance, Uniform Combined State..., Wealth, Universal Life, Equities, 401k, Alternative Investments, Critical Illness, Portfolio Management, Trusts, Long Term Care Insurance, Term Life Insurance, Investment Strategies, Wealth Management..., Life & Health Insurance..., Defined Benefit, Series 65
Education
Solomon S. Huebner School of CLU Studies 1990 — 2002
CLU, Estate, Retirement, and Business Planning
Tulane University 1979 — 1983
Bachelor of Arts, History
Jesuit High School 1974 — 1979
Kathleen Englehart's Penn Mutual Life Insurance Company Experience October 1993 - August 2001
Job Financial Advisor at Papa♦Englehart Strategic Planning Associates
Industry Financial Services
Experience
Papa♦Englehart Strategic Planning Associates September 2001 - Present
Penn Mutual Life Insurance Company October 1993 - August 2001
Skills
Retirement Planning, Mutual Funds, Financial Planning, Investments, Strategic Planning, Insurance, Disability Insurance, Customer Service, Public Speaking, Finance, Retirement, Fixed Annuities, Securities, Long-term Care, Financial Services, Wealth Management, Small Business
Education
State University of New York at New Paltz 1987 — 1989
Bachelor’s Degree, Business Administration and Management, Finance, Magna Cum Laude
Nassau Community College 1985 — 1987
Associate’s Degree, Business, Magna Cum Laude
Baldwin Senior High School, Baldwin NY
Papa♦Englehart Strategic Planning Associates September 2001 - Present
Penn Mutual Life Insurance Company October 1993 - August 2001
Skills
Retirement Planning, Mutual Funds, Financial Planning, Investments, Strategic Planning, Insurance, Disability Insurance, Customer Service, Public Speaking, Finance, Retirement, Fixed Annuities, Securities, Long-term Care, Financial Services, Wealth Management, Small Business
Education
State University of New York at New Paltz 1987 — 1989
Bachelor’s Degree, Business Administration and Management, Finance, Magna Cum Laude
Nassau Community College 1985 — 1987
Associate’s Degree, Business, Magna Cum Laude
Baldwin Senior High School, Baldwin NY
Sheri Reinhart's Penn Mutual Life Insurance Company Experience September 1985 - March 2006
Job Senior Project Manager at Comcast National through Digital Beam LLC
Industry Information Technology and Services
Experience
Comcast Cable September 2013 - Present
ICON Clinical Research April 2007 - May 2012
Penn Mutual Life Insurance Company September 1985 - March 2006
Skills
SDLC, SharePoint, Vendor Management, Visio, Resource Management, Disaster Recovery, Software Documentation, Working on PMP..., Familiar with ITIL..., Altiris Client..., ITIL, Project Management, IT Operations, Management, Information Technology, Telecommunications
Education
Drexel University 1985 — 1987
Master of Science (MS), Information Science/Studies
DeSales University (previously Allentown College of St. Franicis de Sales) 1977 — 1981
Bachelor of Arts (B.A.), Theater & Speech
Comcast Cable September 2013 - Present
ICON Clinical Research April 2007 - May 2012
Penn Mutual Life Insurance Company September 1985 - March 2006
Skills
SDLC, SharePoint, Vendor Management, Visio, Resource Management, Disaster Recovery, Software Documentation, Working on PMP..., Familiar with ITIL..., Altiris Client..., ITIL, Project Management, IT Operations, Management, Information Technology, Telecommunications
Education
Drexel University 1985 — 1987
Master of Science (MS), Information Science/Studies
DeSales University (previously Allentown College of St. Franicis de Sales) 1977 — 1981
Bachelor of Arts (B.A.), Theater & Speech
Alexandra Bonvechio's Penn Mutual Life Insurance Company Experience October 2011 - February 2013
Job Financial Analyst
Industry Financial Services
Experience
RSA, The Security Division of EMC July 2015 - Present
Federal Home Loan Bank of Boston September 2013 - July 2015
Centinel Financial Group, LLC February 2013 - August 2013
Penn Mutual Life Insurance Company October 2011 - February 2013
Community National Bank May 2009 - August 2011
TD Bank Group August 2010 - December 2010
Education
Suffolk University
Master's degree, Finance, General
Suffolk University - Sawyer School of Management 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Wentworth Institute of Technology 2009 — 2010
RSA, The Security Division of EMC July 2015 - Present
Federal Home Loan Bank of Boston September 2013 - July 2015
Centinel Financial Group, LLC February 2013 - August 2013
Penn Mutual Life Insurance Company October 2011 - February 2013
Community National Bank May 2009 - August 2011
TD Bank Group August 2010 - December 2010
Education
Suffolk University
Master's degree, Finance, General
Suffolk University - Sawyer School of Management 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Wentworth Institute of Technology 2009 — 2010
Dennis Owens Dennis Owens's Penn Mutual Life Insurance Company Experience July 2000 - October 2014
Job Financial Advisor
Industry Financial Services
Experience
Hornor, Townsend & Kent, Inc. July 2000 - Present
Dennis W. Owens & Associates January 1994 - Present
Penn Mutual Life Insurance Company July 2000 - October 2014
Principal Financial Group July 1994 - January 1996
MetLife March 1983 - September 1994
Commonwealth Life Insurance March 1974 - February 1983
Skills
Retirement Planning, Insurance, Estate Planning, Management Consulting, Succession Planning, Investments, Retirement, Fixed Annuities, Disability Insurance, Business Succession..., Insurance Analysis, Key Person Benefits
Education
The American College 1994 — 2003
CLU, ChFC
Wright State University 1970 — 1972
BS, Accountancy
Sinclair Community College 1969 — 1970
A.S., Procurement & Material Mangement
Hornor, Townsend & Kent, Inc. July 2000 - Present
Dennis W. Owens & Associates January 1994 - Present
Penn Mutual Life Insurance Company July 2000 - October 2014
Principal Financial Group July 1994 - January 1996
MetLife March 1983 - September 1994
Commonwealth Life Insurance March 1974 - February 1983
Skills
Retirement Planning, Insurance, Estate Planning, Management Consulting, Succession Planning, Investments, Retirement, Fixed Annuities, Disability Insurance, Business Succession..., Insurance Analysis, Key Person Benefits
Education
The American College 1994 — 2003
CLU, ChFC
Wright State University 1970 — 1972
BS, Accountancy
Sinclair Community College 1969 — 1970
A.S., Procurement & Material Mangement
Michelle Beynon, MBA PMP CSM Michelle Beynon, MBA PMP CSM's Penn Mutual Life Insurance Company Experience September 2014 - Present
Job Sr. Project Manager
Industry Insurance
Experience
Penn Mutual Life Insurance Company September 2014 - Present
DeSales University September 2015 - Present
PPL Corporation February 2013 - August 2014
The AmeriHealth Mercy Family of Companies January 2012 - February 2013
Merck December 2009 - January 2012
United Healthcare December 2008 - December 2009
Merck, Inc March 2007 - June 2008
GMAC Mortgage Corp. July 2003 - March 2007
Stratus Group, Inc. May 1996 - June 2003
GlaxoSmithKline June 1994 - May 1996
Skills
Vendor Management, Resource Management, Change Management, Business Process..., Quality Assurance, Release Management, Systems Analysis, CRM, Strategic Planning, Application Lifecycle..., Budgets, SDLC, Program Management, Cross-functional Team..., Business Intelligence, Outsourcing, Project Management, Strategy, Project Planning, Project Portfolio..., Management
Education
Amberton University 2012 — 2015
Master of Business Administration (MBA), Strategic Leadership
Delaware Valley College 2010 — 2010
Villanova University 2003 — 2003
Project Management Master Course
Penn State University 1999 — 1999
Project Management Professional Certification Course
Saint Joseph's University 1982 — 1986
BS, Information Systems
Penn Mutual Life Insurance Company September 2014 - Present
DeSales University September 2015 - Present
PPL Corporation February 2013 - August 2014
The AmeriHealth Mercy Family of Companies January 2012 - February 2013
Merck December 2009 - January 2012
United Healthcare December 2008 - December 2009
Merck, Inc March 2007 - June 2008
GMAC Mortgage Corp. July 2003 - March 2007
Stratus Group, Inc. May 1996 - June 2003
GlaxoSmithKline June 1994 - May 1996
Skills
Vendor Management, Resource Management, Change Management, Business Process..., Quality Assurance, Release Management, Systems Analysis, CRM, Strategic Planning, Application Lifecycle..., Budgets, SDLC, Program Management, Cross-functional Team..., Business Intelligence, Outsourcing, Project Management, Strategy, Project Planning, Project Portfolio..., Management
Education
Amberton University 2012 — 2015
Master of Business Administration (MBA), Strategic Leadership
Delaware Valley College 2010 — 2010
Villanova University 2003 — 2003
Project Management Master Course
Penn State University 1999 — 1999
Project Management Professional Certification Course
Saint Joseph's University 1982 — 1986
BS, Information Systems
Rick DeCarolis's Penn Mutual Life Insurance Company Experience 2008 - 2010
Job Senior Financial and Operations Executive
Industry Financial Services
Experience
PeroxyChem 2014 - Present
Board Member and President, Global Citizens Association January 2013 - Present
Catholic Leadership Institute February 2011 - October 2014
Global Citizens Association 2010 - January 2013
AcctgOptions, LLC 2010 - 2011
Penn Mutual Life Insurance Company 2008 - 2010
HTH Worldwide 2002 - 2008
CIGNA 1999 - 2002
Prudential Financial 1995 - 1999
Prudential Financial 1992 - 1995
Skills
International, SEC filings, Process Improvement, Program Management, Customer Service, Finance, Financial Reporting, Strategic Planning, Management, Internal Controls, Leadership, Sarbanes-Oxley Act, Entrepreneurship, Insurance, Business Analysis, Internal Audit, Accounting, Cross-functional Team..., Outsourcing, Auditing, Management Consulting, Risk Management, Mergers & Acquisitions, Employee Benefits, Financial Analysis, Managerial Finance
Education
La Salle University - School of Business Administration 1985 — 1989
MBA, Finance
La Salle University 1979 — 1983
BS, Accounting
Cardinal Dougherty High School 1975 — 1979
Leadership Philadelphia
PeroxyChem 2014 - Present
Board Member and President, Global Citizens Association January 2013 - Present
Catholic Leadership Institute February 2011 - October 2014
Global Citizens Association 2010 - January 2013
AcctgOptions, LLC 2010 - 2011
Penn Mutual Life Insurance Company 2008 - 2010
HTH Worldwide 2002 - 2008
CIGNA 1999 - 2002
Prudential Financial 1995 - 1999
Prudential Financial 1992 - 1995
Skills
International, SEC filings, Process Improvement, Program Management, Customer Service, Finance, Financial Reporting, Strategic Planning, Management, Internal Controls, Leadership, Sarbanes-Oxley Act, Entrepreneurship, Insurance, Business Analysis, Internal Audit, Accounting, Cross-functional Team..., Outsourcing, Auditing, Management Consulting, Risk Management, Mergers & Acquisitions, Employee Benefits, Financial Analysis, Managerial Finance
Education
La Salle University - School of Business Administration 1985 — 1989
MBA, Finance
La Salle University 1979 — 1983
BS, Accounting
Cardinal Dougherty High School 1975 — 1979
Leadership Philadelphia
Kathy Benz Kathy Benz's Penn Mutual Life Insurance Company Experience May 1989 - September 2006
Job Human Resources Specialist at Methodist Home for Children
Industry Real Estate
Experience
Methodist Home for Children April 2011 - Present
Methodists Home for Children and Famlies 2011 - 2012
JEVS October 2009 - March 2011
Pennsylvania Turnpike Commission July 2009 - September 2009
MRA Realty Group August 2008 - October 2008
Towers Perrin June 2007 - August 2007
Sunoco March 2007 - June 2007
Spring Mill Presbyterian Village December 2006 - February 2007
PENN MUTUAL LIFE INSURANCE COMPANY May 1989 - September 2006
Skills
Payroll, Accounts Payable, Accounts Receivable, Human Resources, Account Reconciliation, General Ledger, Finance, Auditing, Invoicing, Time Management, ADP Payroll, Financial Statements, Cash Flow, Journal Entries, Insurance, Bank Reconciliation, GAAP, Payroll Taxes
Education
DPT Business & Accounting School 2007 — 2008
3.8, Accounting
Gwynedd Mercy University 2003 — 2004
Business
Methodist Home for Children April 2011 - Present
Methodists Home for Children and Famlies 2011 - 2012
JEVS October 2009 - March 2011
Pennsylvania Turnpike Commission July 2009 - September 2009
MRA Realty Group August 2008 - October 2008
Towers Perrin June 2007 - August 2007
Sunoco March 2007 - June 2007
Spring Mill Presbyterian Village December 2006 - February 2007
PENN MUTUAL LIFE INSURANCE COMPANY May 1989 - September 2006
Skills
Payroll, Accounts Payable, Accounts Receivable, Human Resources, Account Reconciliation, General Ledger, Finance, Auditing, Invoicing, Time Management, ADP Payroll, Financial Statements, Cash Flow, Journal Entries, Insurance, Bank Reconciliation, GAAP, Payroll Taxes
Education
DPT Business & Accounting School 2007 — 2008
3.8, Accounting
Gwynedd Mercy University 2003 — 2004
Business
John V. Puscian John V. Puscian's Penn Mutual Life Insurance Company Experience April 1982 - October 1982
Job Chief Actuary at Coe Administrators
Industry Management Consulting
Experience
Coe Administrators, LLC January 1983 - Present
Coe Administrators East, LLC November 1982 - Present
JP Associates, Inc. October 1982 - December 2009
CEO Club of Philadelphia March 1995 - December 2003
Penn Mutual Life Insurance Company April 1982 - October 1982
Gonnecticut General Life Insurance Company August 1978 - April 1982
Peat Marwick 1974 - 1978
DuPont 1970 - 1974
Provident Mutual Life Insurance Co December 1966 - July 1970
Skills
Defined Contribution, Investments, Retirement, Pension Administration, Profit Sharing, Employee Benefits, Insurance, Accounting, Pension Funds, Pensions, Financial Advisory, Mergers, Business Planning, ESOP, Retirement Plan..., 401k, Defined Benefit, Retirement Planning, Actuarial Science, Tax, ERISA, Wealth Management, Executive Pay, Financial Risk, Strategic Financial..., Investment Strategies, Financial Services, Valuation, Actuarial Consulting, Fixed Annuities, Actuaries, Portfolio Management, Asset Management, Health Insurance
Education
University of Missouri-Columbia 1964 — 1965
Partying
Ridley Township 1960 — 1964
Coe Administrators, LLC January 1983 - Present
Coe Administrators East, LLC November 1982 - Present
JP Associates, Inc. October 1982 - December 2009
CEO Club of Philadelphia March 1995 - December 2003
Penn Mutual Life Insurance Company April 1982 - October 1982
Gonnecticut General Life Insurance Company August 1978 - April 1982
Peat Marwick 1974 - 1978
DuPont 1970 - 1974
Provident Mutual Life Insurance Co December 1966 - July 1970
Skills
Defined Contribution, Investments, Retirement, Pension Administration, Profit Sharing, Employee Benefits, Insurance, Accounting, Pension Funds, Pensions, Financial Advisory, Mergers, Business Planning, ESOP, Retirement Plan..., 401k, Defined Benefit, Retirement Planning, Actuarial Science, Tax, ERISA, Wealth Management, Executive Pay, Financial Risk, Strategic Financial..., Investment Strategies, Financial Services, Valuation, Actuarial Consulting, Fixed Annuities, Actuaries, Portfolio Management, Asset Management, Health Insurance
Education
University of Missouri-Columbia 1964 — 1965
Partying
Ridley Township 1960 — 1964
Debbie Sholly Debbie Sholly's Penn Mutual Life Insurance Company Experience June 1988 - Present
Job Sr. Treasury Analyst at Penn Mutual Life Insurance Company
Industry Insurance
Experience
Penn Mutual Life Insurance Company June 1988 - Present
Education
Robert Morris University 1984 — 1998
Bachelor of Business Administration (B.B.A.), Communications Management
Penn Mutual Life Insurance Company June 1988 - Present
Education
Robert Morris University 1984 — 1998
Bachelor of Business Administration (B.B.A.), Communications Management
Danielle Gallagher's Penn Mutual Life Insurance Company Experience May 2014 - Present
Job Financial Accounting Analyst at Penn Mutual Life Insurance Co.
Industry Insurance
Experience
Penn Mutual Life Insurance Company May 2014 - Present
Poli-Film America, Inc. - ISO 9001 March 2013 - May 2014
Project Transition May 2012 - March 2013
Montgomery County Community College 2011 - 2012
Skills
QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, ADP Payroll, Employee Relations, Organizational..., Adobe Acrobat, Employee Benefits, Leadership, Leadership Development, Accounting, Accounts Receivable, Management, Time Management, Financial Reporting, Purchasing, Analysis, PowerPoint, Invoicing, Accounts Payable, Outlook
Education
Philadelphia University 2014 — 2016
Master of Business Administration (M.B.A.), Accounting, 3.667
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, 3.15
The American Aerobics Association International 2014 — 2014
Primary/Group Fitness Certification, Fitness
Schlicher Kratz Institute 2014 — 2014
Real Estate Certfication, Real Estate, Passing
Penn Mutual Life Insurance Company May 2014 - Present
Poli-Film America, Inc. - ISO 9001 March 2013 - May 2014
Project Transition May 2012 - March 2013
Montgomery County Community College 2011 - 2012
Skills
QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, ADP Payroll, Employee Relations, Organizational..., Adobe Acrobat, Employee Benefits, Leadership, Leadership Development, Accounting, Accounts Receivable, Management, Time Management, Financial Reporting, Purchasing, Analysis, PowerPoint, Invoicing, Accounts Payable, Outlook
Education
Philadelphia University 2014 — 2016
Master of Business Administration (M.B.A.), Accounting, 3.667
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, 3.15
The American Aerobics Association International 2014 — 2014
Primary/Group Fitness Certification, Fitness
Schlicher Kratz Institute 2014 — 2014
Real Estate Certfication, Real Estate, Passing
Jim Trusdell's Penn Mutual Life Insurance Company Experience March 2003 - November 2004
Job Vice President for Finance and Administration at Holy Family University
Industry Higher Education
Experience
Holy Family University November 2013 - Present
Temple University, School of Medicine April 2013 - November 2013
Temple University, College of Health Professions and Social Work April 2006 - April 2013
Temple University School of Dentistry February 2005 - April 2006
Penn Mutual Life Insurance Company March 2003 - November 2004
CIGNA Corporation, Real Estate Division July 2002 - March 2003
CIGNA Corporation, Group Insurance Division January 1999 - October 2001
CIGNA Corporation, Group Insurance Division March 1995 - January 1999
CIGNA Corporation May 1988 - March 1995
Skills
Budgets, Managerial Finance, Financial Analysis, Leadership, Financial Reporting, Human Resources, Change Management, Accounting, Leadership Development, Nonprofits, Higher Education, Research, Training, Organizational..., Finance, Staff Development, Data Analysis, Management, Strategic Planning, Grants, Analysis, Program Development, Public Speaking, Process Improvement, Policy, Strategy, Program Management, Grant Writing, Project Planning
Education
Saint Joseph's University 1992 — 1996
MBA
Philadelphia University 1987 — 1991
BS
Holy Family University November 2013 - Present
Temple University, School of Medicine April 2013 - November 2013
Temple University, College of Health Professions and Social Work April 2006 - April 2013
Temple University School of Dentistry February 2005 - April 2006
Penn Mutual Life Insurance Company March 2003 - November 2004
CIGNA Corporation, Real Estate Division July 2002 - March 2003
CIGNA Corporation, Group Insurance Division January 1999 - October 2001
CIGNA Corporation, Group Insurance Division March 1995 - January 1999
CIGNA Corporation May 1988 - March 1995
Skills
Budgets, Managerial Finance, Financial Analysis, Leadership, Financial Reporting, Human Resources, Change Management, Accounting, Leadership Development, Nonprofits, Higher Education, Research, Training, Organizational..., Finance, Staff Development, Data Analysis, Management, Strategic Planning, Grants, Analysis, Program Development, Public Speaking, Process Improvement, Policy, Strategy, Program Management, Grant Writing, Project Planning
Education
Saint Joseph's University 1992 — 1996
MBA
Philadelphia University 1987 — 1991
BS
Ted Koziara's Penn Mutual Life Insurance Company Experience July 2001 - September 2009
Job Senior Business Process Architect at Philadelphia Insurance Companies
Industry Financial Services
Experience
Philadelphia Insurance Companies October 2009 - Present
Penn Mutual Life Insurance Company July 2001 - September 2009
TheBancorp.com May 2000 - March 2001
Andersen Consulting (Accenture) August 1996 - April 2000
Drexel University September 1993 - June 1996
Skills
Process Improvement, Organizational Design, Process Engineering, MS Project, Visio, Business Process..., Change Management, Product Development, Six Sigma, Planning, Business Analysis, Integration, Problem Solving, Process Development, Management Consulting, Insurance, Organizational Change, Organizational..., Continuous Improvement, Business Process, Team Leadership, Outsourcing, Leadership, Project Planning, Analysis, Strategy, CRM, Management, Requirements Gathering, Product Management
Education
Drexel University - LeBow College of Business 1993 — 1996
MBA
Binghamton University 1989 — 1993
BA
Villanova University
Certification
Philadelphia Insurance Companies October 2009 - Present
Penn Mutual Life Insurance Company July 2001 - September 2009
TheBancorp.com May 2000 - March 2001
Andersen Consulting (Accenture) August 1996 - April 2000
Drexel University September 1993 - June 1996
Skills
Process Improvement, Organizational Design, Process Engineering, MS Project, Visio, Business Process..., Change Management, Product Development, Six Sigma, Planning, Business Analysis, Integration, Problem Solving, Process Development, Management Consulting, Insurance, Organizational Change, Organizational..., Continuous Improvement, Business Process, Team Leadership, Outsourcing, Leadership, Project Planning, Analysis, Strategy, CRM, Management, Requirements Gathering, Product Management
Education
Drexel University - LeBow College of Business 1993 — 1996
MBA
Binghamton University 1989 — 1993
BA
Villanova University
Certification
Clay Luby's Penn Mutual Life Insurance Company Experience 2002 - 2005
Job Vice President, Asset Management Controller at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Pyramis Global Advisors (A Fidelity Investements Company) September 2008 - March 2015
Radian Group Inc. January 2005 - April 2008
Penn Mutual Life Insurance Company 2002 - 2005
Hornor, Townsend & Kent, Inc. 2002 - 2005
Quadramed Corporation 2001 - 2001
Fireman's Fund Insurance Company 2000 - 2001
Fireman's Fund Insurance Company 1997 - 2000
Skills
PeopleSoft, Accounting, Financial Reporting, Leadership, Equities, Strategic Financial..., Risk Management, Finance, Financial Services, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Financial Planning
Education
University of Kentucky 1985 — 1987
BSBA, Management
University of Louisville
BBA, Accounting
Fidelity Investments April 2015 - Present
Pyramis Global Advisors (A Fidelity Investements Company) September 2008 - March 2015
Radian Group Inc. January 2005 - April 2008
Penn Mutual Life Insurance Company 2002 - 2005
Hornor, Townsend & Kent, Inc. 2002 - 2005
Quadramed Corporation 2001 - 2001
Fireman's Fund Insurance Company 2000 - 2001
Fireman's Fund Insurance Company 1997 - 2000
Skills
PeopleSoft, Accounting, Financial Reporting, Leadership, Equities, Strategic Financial..., Risk Management, Finance, Financial Services, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Financial Planning
Education
University of Kentucky 1985 — 1987
BSBA, Management
University of Louisville
BBA, Accounting
Melissa Drevalas's Penn Mutual Life Insurance Company Experience November 2002 - January 2008
Job Marketing/Advertising Manager at McKernan Packaging Clearing House
Industry Marketing and Advertising
Experience
McKernan Packaging Clearing House September 2014 - Present
Peppermill Resort Spa Casino May 2014 - September 2014
PowerHouse Solar November 2011 - September 2013
Rady Children's Hospital-San Diego February 2008 - December 2009
Penn Mutual Life Insurance Company November 2002 - January 2008
Skills
Public Speaking, Microsoft Excel, Team Building, PowerPoint, Marketing, Event Planning, Microsoft Word, Event Management, Public Relations, Social Media, Online Marketing, Social Networking, Advertising, Email Marketing, Social Media Marketing, Marketing Strategy, Customer Service
Education
California State University-San Marcos - College of Business Administration 2002 — 2007
Bachelor of Science (BS), California State University San Marcos
McKernan Packaging Clearing House September 2014 - Present
Peppermill Resort Spa Casino May 2014 - September 2014
PowerHouse Solar November 2011 - September 2013
Rady Children's Hospital-San Diego February 2008 - December 2009
Penn Mutual Life Insurance Company November 2002 - January 2008
Skills
Public Speaking, Microsoft Excel, Team Building, PowerPoint, Marketing, Event Planning, Microsoft Word, Event Management, Public Relations, Social Media, Online Marketing, Social Networking, Advertising, Email Marketing, Social Media Marketing, Marketing Strategy, Customer Service
Education
California State University-San Marcos - College of Business Administration 2002 — 2007
Bachelor of Science (BS), California State University San Marcos
Errica Nelson's Penn Mutual Life Insurance Company Experience January 2006 - February 2014
Job Executive Assistant at Penn Mutual Life Ins Co
Industry Insurance
Experience
Penn Mutual February 2014 - Present
Penn Mutual Life Insurance Company January 2006 - February 2014
Skills
Event Planning, Insurance, Microsoft Office, Outlook, Life Insurance, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Employee Benefits, Process Improvement, Team Building, Employee Relations, Leadership, Human Resources
Education
Drexel University
In progress, Communications - Public Relations
Bucks County Community College 2004 — 2006
Business Administration and Management, General
Penn Mutual February 2014 - Present
Penn Mutual Life Insurance Company January 2006 - February 2014
Skills
Event Planning, Insurance, Microsoft Office, Outlook, Life Insurance, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Employee Benefits, Process Improvement, Team Building, Employee Relations, Leadership, Human Resources
Education
Drexel University
In progress, Communications - Public Relations
Bucks County Community College 2004 — 2006
Business Administration and Management, General
Zyppora Goldberg's Penn Mutual Life Insurance Company Experience 2005 - 2008
Job Technical Writer, Documentation Specialist, Business Communications, Web Content, Training Materials
Industry Writing and Editing
Experience
NextGen Healthcare Information Systems December 2008 - Present
Penn Mutual Life Insurance Company 2005 - 2008
Modis 2005 - 2005
Digital Systems Group, Inc. 2001 - 2005
FleetBoston (Credit Card Company- Now Bank of America) 1999 - 2001
Lockheed Martin 1982 - 1998
Skills
Visio, Software Documentation, Adobe Acrobat, SnagIt, FrameMaker, Quality Assurance, Training, HTML, Proposal Writing, Project Management, Analysis, Technical Communication, SharePoint, Technical Writing, Testing, Editing
Education
Monmouth University
MBA, Finance, Management
Temple University
BS, Journalism
NextGen Healthcare Information Systems December 2008 - Present
Penn Mutual Life Insurance Company 2005 - 2008
Modis 2005 - 2005
Digital Systems Group, Inc. 2001 - 2005
FleetBoston (Credit Card Company- Now Bank of America) 1999 - 2001
Lockheed Martin 1982 - 1998
Skills
Visio, Software Documentation, Adobe Acrobat, SnagIt, FrameMaker, Quality Assurance, Training, HTML, Proposal Writing, Project Management, Analysis, Technical Communication, SharePoint, Technical Writing, Testing, Editing
Education
Monmouth University
MBA, Finance, Management
Temple University
BS, Journalism
Ed Zapisek's Penn Mutual Life Insurance Company Experience 1976 - 2002
Job Business Manager at Our Lady of Guadalupe Roman Catholic Church
Industry Religious Institutions
Experience
Our Lady of Guadalupe Roman Catholic Church September 2009 - Present
LIMRA International 2008 - 2009
Nationwide Provident 2003 - 2008
Penn Mutual Life Insurance Company 1976 - 2002
Skills
Underwriting, Budget, Life Insurance, Pricing, Insurance, Risk Management, Strategic Planning, Financial Analysis, Investments, Analysis, Budgets, Strategic Financial..., Financial Services, Finance, Financial Risk, Mutual Funds, Fixed Annuities, Management
Education
Drexel University 1971 — 1976
Bachelor of Science (BS), Mathematics
Our Lady of Guadalupe Roman Catholic Church September 2009 - Present
LIMRA International 2008 - 2009
Nationwide Provident 2003 - 2008
Penn Mutual Life Insurance Company 1976 - 2002
Skills
Underwriting, Budget, Life Insurance, Pricing, Insurance, Risk Management, Strategic Planning, Financial Analysis, Investments, Analysis, Budgets, Strategic Financial..., Financial Services, Finance, Financial Risk, Mutual Funds, Fixed Annuities, Management
Education
Drexel University 1971 — 1976
Bachelor of Science (BS), Mathematics
Jenny Hughes's Penn Mutual Life Insurance Company Experience January 2007 - March 2009
Job Recruiter at Telerx
Industry Human Resources
Experience
Telerx January 2011 - Present
Penn Mutual Life Insurance Company January 2007 - March 2009
Theracare November 2003 - March 2005
The New York Botanical Garden 2000 - 2003
Time Warner Cable of NYC 1997 - 1999
Skills
Onboarding, Talent Management, Applicant Tracking..., Change Management, Benefits Administration, Coaching, College Recruiting, Employee Relations, HRIS, Human Resources, Leadership, New Hire Orientations, Performance Management, Process Improvement, Recruiting, Succession Planning, Talent Acquisition, Technical Recruiting, Training, Vendor Management, Interviews
Education
Binghamton University
Telerx January 2011 - Present
Penn Mutual Life Insurance Company January 2007 - March 2009
Theracare November 2003 - March 2005
The New York Botanical Garden 2000 - 2003
Time Warner Cable of NYC 1997 - 1999
Skills
Onboarding, Talent Management, Applicant Tracking..., Change Management, Benefits Administration, Coaching, College Recruiting, Employee Relations, HRIS, Human Resources, Leadership, New Hire Orientations, Performance Management, Process Improvement, Recruiting, Succession Planning, Talent Acquisition, Technical Recruiting, Training, Vendor Management, Interviews
Education
Binghamton University
Lewis Silver's Penn Mutual Life Insurance Company Experience 1989 - 1995
Job Tax Manager at De Lage Landen
Industry Health, Wellness and Fitness
Experience
De Lage Landen June 2010 - Present
Physiotherapy Associates April 2004 - June 2010
Benchmark Medical 2004 - 2010
Seton Company 2000 - 2004
Independence Blue Cross 1995 - 2000
Penn Mutual Life Insurance Company 1989 - 1995
Coopers & Lybrand July 1987 - September 1989
Skills
Sarbanes-Oxley Act, General Ledger, Financial Accounting, Tax Research, Accounts Payable, Accounting, GAAP, Tax, Internal Controls, Accounts Receivable, Financial Reporting, Financial Analysis, Auditing, Mergers, Corporate Tax, SEC filings, Tax Accounting, Consolidation, Income Tax, Tax Preparation, CPA, Financial Statements, IFRS, Sales Tax, International Tax, Tax Returns, Sarbanes-Oxley, Mergers & Acquisitions, SEC Filings, Account Reconciliation, Cash Flow
Education
La Salle University - School of Business Administration 1983 — 1987
BS, Accounting
North East High School
De Lage Landen June 2010 - Present
Physiotherapy Associates April 2004 - June 2010
Benchmark Medical 2004 - 2010
Seton Company 2000 - 2004
Independence Blue Cross 1995 - 2000
Penn Mutual Life Insurance Company 1989 - 1995
Coopers & Lybrand July 1987 - September 1989
Skills
Sarbanes-Oxley Act, General Ledger, Financial Accounting, Tax Research, Accounts Payable, Accounting, GAAP, Tax, Internal Controls, Accounts Receivable, Financial Reporting, Financial Analysis, Auditing, Mergers, Corporate Tax, SEC filings, Tax Accounting, Consolidation, Income Tax, Tax Preparation, CPA, Financial Statements, IFRS, Sales Tax, International Tax, Tax Returns, Sarbanes-Oxley, Mergers & Acquisitions, SEC Filings, Account Reconciliation, Cash Flow
Education
La Salle University - School of Business Administration 1983 — 1987
BS, Accounting
North East High School
Howard Bryerman, CFA, CPA's Penn Mutual Life Insurance Company Experience September 2011 - April 2013
Job Porfolio Management/High Yield Bonds/Leverage Loans/Distressed Securities
Industry Investment Management
Experience
Penn Capital Management October 2013 - Present
Penn Mutual Life Insurance Company September 2011 - April 2013
Wells Fargo Asset Management / Evergreen Investments 2007 - 2010
Deutsche Asset Management 2002 - 2007
Bank of New York Capital Markets (formerly Mendham Capital) 1994 - 2002
Grant Thornton 1987 - 1994
Skills
High Yield, Fixed Income, Bonds, Portfolio Management, Asset Managment, Investments, Hedge Funds, Alternative Investments, Credit Analysis, Leveraged Finance, Bloomberg, Fixed Income Analysis, Credit, Valuation, Trading, Capital Markets, Derivatives, Mutual Funds, Securities, Asset Management, CDS, Risk Management, Financial Risk, Loans, Credit Derivatives, Investment Banking, Emerging Markets, Asset Allocation, Financial Modeling, Structured Products, Private Equity, Financial Markets, Due Diligence, Restructuring, Finance
Education
New York University Stern Graduate School of Business
MBA, Finance
The University of Connecticut School of Business
BS, Accounting
Penn Capital Management October 2013 - Present
Penn Mutual Life Insurance Company September 2011 - April 2013
Wells Fargo Asset Management / Evergreen Investments 2007 - 2010
Deutsche Asset Management 2002 - 2007
Bank of New York Capital Markets (formerly Mendham Capital) 1994 - 2002
Grant Thornton 1987 - 1994
Skills
High Yield, Fixed Income, Bonds, Portfolio Management, Asset Managment, Investments, Hedge Funds, Alternative Investments, Credit Analysis, Leveraged Finance, Bloomberg, Fixed Income Analysis, Credit, Valuation, Trading, Capital Markets, Derivatives, Mutual Funds, Securities, Asset Management, CDS, Risk Management, Financial Risk, Loans, Credit Derivatives, Investment Banking, Emerging Markets, Asset Allocation, Financial Modeling, Structured Products, Private Equity, Financial Markets, Due Diligence, Restructuring, Finance
Education
New York University Stern Graduate School of Business
MBA, Finance
The University of Connecticut School of Business
BS, Accounting
Gregg Frederick's Penn Mutual Life Insurance Company Experience June 1973 - December 1985
Job Executive Vice President at Legion Insurance Company (In Liquidation)
Industry Insurance
Experience
Legion Insurance Company (In Liquidation) 1988 - Present
Colonial Penn Group January 1986 - May 1988
Penn Mutual Life Insurance Company June 1973 - December 1985
Skills
Reinsurance, Casualty, Property & Casualty..., Insurance, Claims Management, Claim, Expert Witness, Underwriting, Product Liability, Financial Analysis, Arbitration, Claim Investigation, Insurance Law, Litigation Management, Excess, Professional Liability, Litigation, Liability, Workers Compensation, Commercial Insurance, Legal Liability, General Insurance, Alternative Dispute..., Brokers, Executive Management, Mediation, Medical Malpractice, Accident, Dispute Resolution, Commercial Litigation, Subrogation, Enterprise Risk..., Commercial Lines, Captives, D&O, Umbrella Insurance, Liability Analysis, Employment Practices..., Risk Management, Inland Marine, Financial Risk, Health Insurance, Insurance Brokerage, Actuarial Science, Solvency II, Property Damage, Claims Handling, Employee Benefits, Litigation Support, Fraud
Education
Lehigh University - College of Business and Economics 1969 — 1973
BS, Accounting
Legion Insurance Company (In Liquidation) 1988 - Present
Colonial Penn Group January 1986 - May 1988
Penn Mutual Life Insurance Company June 1973 - December 1985
Skills
Reinsurance, Casualty, Property & Casualty..., Insurance, Claims Management, Claim, Expert Witness, Underwriting, Product Liability, Financial Analysis, Arbitration, Claim Investigation, Insurance Law, Litigation Management, Excess, Professional Liability, Litigation, Liability, Workers Compensation, Commercial Insurance, Legal Liability, General Insurance, Alternative Dispute..., Brokers, Executive Management, Mediation, Medical Malpractice, Accident, Dispute Resolution, Commercial Litigation, Subrogation, Enterprise Risk..., Commercial Lines, Captives, D&O, Umbrella Insurance, Liability Analysis, Employment Practices..., Risk Management, Inland Marine, Financial Risk, Health Insurance, Insurance Brokerage, Actuarial Science, Solvency II, Property Damage, Claims Handling, Employee Benefits, Litigation Support, Fraud
Education
Lehigh University - College of Business and Economics 1969 — 1973
BS, Accounting
Robert Chappell's Penn Mutual Life Insurance Company Experience April 1995 - February 2011
Job Retired CEO Penn Mutual Life Insurance Company
Industry Insurance
Marianne Cohen's Penn Mutual Life Insurance Company Experience January 2009 - October 2009
Job Safety Administration at Zampell Refractories, Inc.
Industry Construction
Experience
Zampell Refractories, Inc. August 2012 - Present
Ragone & Associates December 2009 - February 2011
Penn Mutual Life Insurance Company January 2009 - October 2009
Cell Signaling Technology March 2003 - December 2008
Skills
Western Blotting, Lifesciences, Cell Culture, Biotechnology, Cell, OSHA Record Keeping, DOT Compliance, Trade Compliance, Technical Support, Customer Support, Construction Safety, Safety, Insurance, Cell Biology, Biology, Business Analysis, Sop, Molecular Biology, Data Analysis, Research, Pharmaceutical Industry, Cross-functional Team..., Market Research, Leadership, Marketing Strategy, Management, Strategic Planning, Microsoft Excel, Life Sciences, Training
Education
Suffolk University - Sawyer School of Management 1990 — 1995
MBA, Business
University of Massachusetts at Lowell 1986 — 1989
BS, Biology
Zampell Refractories, Inc. August 2012 - Present
Ragone & Associates December 2009 - February 2011
Penn Mutual Life Insurance Company January 2009 - October 2009
Cell Signaling Technology March 2003 - December 2008
Skills
Western Blotting, Lifesciences, Cell Culture, Biotechnology, Cell, OSHA Record Keeping, DOT Compliance, Trade Compliance, Technical Support, Customer Support, Construction Safety, Safety, Insurance, Cell Biology, Biology, Business Analysis, Sop, Molecular Biology, Data Analysis, Research, Pharmaceutical Industry, Cross-functional Team..., Market Research, Leadership, Marketing Strategy, Management, Strategic Planning, Microsoft Excel, Life Sciences, Training
Education
Suffolk University - Sawyer School of Management 1990 — 1995
MBA, Business
University of Massachusetts at Lowell 1986 — 1989
BS, Biology
Frank Best's Penn Mutual Life Insurance Company Experience January 2004 - September 2011
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
Sharon Rutter's Penn Mutual Life Insurance Company Experience 1976 - 1987
Job HRIS Manager at Checkpoint Systems, Inc
Industry Human Resources
Experience
Checkpoint Systems, Inc January 2008 - Present
Checkpoint Systems January 2002 - December 2007
St. Paul's UMC-GNJUMC May 1990 - December 2001
Penn Mutual Life Insurance Company 1976 - 1987
Skills
Deferred Compensation, Human Resources, Training, Change Management, HRIS, Performance Management, Personnel Management
Education
Rowan University
Checkpoint Systems, Inc January 2008 - Present
Checkpoint Systems January 2002 - December 2007
St. Paul's UMC-GNJUMC May 1990 - December 2001
Penn Mutual Life Insurance Company 1976 - 1987
Skills
Deferred Compensation, Human Resources, Training, Change Management, HRIS, Performance Management, Personnel Management
Education
Rowan University
Janis Behr's Penn Mutual Life Insurance Company Experience May 2005 - May 2011
Job Experienced Office Administrator/Marketing Representative
Industry Insurance
Experience
The Penn Mutual Life Insurance Company May 2005 - May 2011
Penn Mutual Life Insurance Company May 2005 - May 2011
Foresters February 2002 - May 2005
Skills
Life Insurance
Education
Columbia College 1999 — 2001
BS, Business Administration
The American College 1984 — 1987
LUTCF
The Penn Mutual Life Insurance Company May 2005 - May 2011
Penn Mutual Life Insurance Company May 2005 - May 2011
Foresters February 2002 - May 2005
Skills
Life Insurance
Education
Columbia College 1999 — 2001
BS, Business Administration
The American College 1984 — 1987
LUTCF
Dwaine Whitley's Penn Mutual Life Insurance Company Experience January 1984 - January 1987
Job The HopkinsMcElhannon Group, Inc
Industry Real Estate
Experience
The Hopkins-McElhannon Group, Inc August 2008 - Present
Keystone Appraisal Company January 1987 - June 2008
Penn Mutual Life Insurance Company January 1984 - January 1987
Skills
Love Music, Speaker, Counseler, Strategic Planning, Real Estate, Public Speaking, Small Business, Commercial Real Estate, Appraisers, REO, Customer Service, Negotiation, Investment Properties, Appraisals, Contract Negotiation, Team Building, Microsoft Word, Microsoft Excel, Budgets, Microsoft Office, Nonprofits, Research, Insurance, Fundraising, Marketing, Government, Event Planning, PowerPoint, Outlook, Foreclosures, Real Estate Economics, Training, Leadership, Appraising, Financial Analysis, Real Estate Development, Sales, Disposition, Public Relations
Education
Geneva College 1975 — 1979
BA, Philosophy, Education & Economics
Geneva College 1975 — 1979
Philosophy and Economics, Philosophy
The Hopkins-McElhannon Group, Inc August 2008 - Present
Keystone Appraisal Company January 1987 - June 2008
Penn Mutual Life Insurance Company January 1984 - January 1987
Skills
Love Music, Speaker, Counseler, Strategic Planning, Real Estate, Public Speaking, Small Business, Commercial Real Estate, Appraisers, REO, Customer Service, Negotiation, Investment Properties, Appraisals, Contract Negotiation, Team Building, Microsoft Word, Microsoft Excel, Budgets, Microsoft Office, Nonprofits, Research, Insurance, Fundraising, Marketing, Government, Event Planning, PowerPoint, Outlook, Foreclosures, Real Estate Economics, Training, Leadership, Appraising, Financial Analysis, Real Estate Development, Sales, Disposition, Public Relations
Education
Geneva College 1975 — 1979
BA, Philosophy, Education & Economics
Geneva College 1975 — 1979
Philosophy and Economics, Philosophy
Tom Beresford's Penn Mutual Life Insurance Company Experience 1973 - 1986
Job Insurance Executive at Currently Retired
Industry Insurance
Experience
Currently Retired January 2012 - Present
Prudential Financial November 1994 - December 2011
Covenant Life Insurance Company 1986 - 1994
Penn Mutual Life Insurance Company 1973 - 1986
Skills
Private placement..., Life insurance product..., Actuarial Science, Underwriting, Fixed Annuities, Financial Analysis, Life Insurance, Financial Services, Insurance, Retirement, Retirement Planning, Investments, Strategic Financial...
Education
Lebanon Valley College 1969 — 1973
BS, Actuarial Science, Actuarial Science
Currently Retired January 2012 - Present
Prudential Financial November 1994 - December 2011
Covenant Life Insurance Company 1986 - 1994
Penn Mutual Life Insurance Company 1973 - 1986
Skills
Private placement..., Life insurance product..., Actuarial Science, Underwriting, Fixed Annuities, Financial Analysis, Life Insurance, Financial Services, Insurance, Retirement, Retirement Planning, Investments, Strategic Financial...
Education
Lebanon Valley College 1969 — 1973
BS, Actuarial Science, Actuarial Science
Tim Lefevre's Penn Mutual Life Insurance Company Experience August 2007 - April 2009
Job Operations Manager Financial Services Professional
Industry Financial Services
Experience
Penn Mutual Life Insurance Company August 2007 - April 2009
Ascensus September 2003 - July 2007
ING Variable Annuities August 1999 - August 2003
Education
La Salle University 1988 — 1992
Business Administration, Operations Management
Penn Mutual Life Insurance Company August 2007 - April 2009
Ascensus September 2003 - July 2007
ING Variable Annuities August 1999 - August 2003
Education
La Salle University 1988 — 1992
Business Administration, Operations Management
Philomena DiCicco's Penn Mutual Life Insurance Company Experience April 1996 - August 2006
Job Senior Manager, Training and Implementation
Industry Computer Software
Experience
Ebix October 2009 - Present
E-Z Data, Inc. February 2007 - September 2009
Penn Mutual Life Insurance Company April 1996 - August 2006
Skills
Insurance, Business Analysis, Financial Services, SDLC, Software Project..., Requirements Analysis, CRM, Requirements Gathering, Enterprise Software, Process Improvement, Agile Project Management, Vendor Management, Business Intelligence, Program Management, Software Documentation, Visio, Training, Agile Methodologies, Product Management, PMP, Integration, SaaS, IT Strategy, SQL, Databases
Education
La Salle University
St. Nicholas
Ebix October 2009 - Present
E-Z Data, Inc. February 2007 - September 2009
Penn Mutual Life Insurance Company April 1996 - August 2006
Skills
Insurance, Business Analysis, Financial Services, SDLC, Software Project..., Requirements Analysis, CRM, Requirements Gathering, Enterprise Software, Process Improvement, Agile Project Management, Vendor Management, Business Intelligence, Program Management, Software Documentation, Visio, Training, Agile Methodologies, Product Management, PMP, Integration, SaaS, IT Strategy, SQL, Databases
Education
La Salle University
St. Nicholas
Julie Celano's Penn Mutual Life Insurance Company 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
Rochelle Kimmins's Penn Mutual Life Insurance Company Experience 1981 - 1987
Job Tax Manager at The Mironov Group
Industry Accounting
Experience
The Mironov Group January 2012 - Present
Hochberg, Addeo & Palacco 2010 - 2011
Withum, Smith + Brown 2007 - 2009
Mironov, Sloan & Parziale 1999 - 2007
Penn Mutual Life Insurance Company 1981 - 1987
Laventhol & Horwath 1979 - 1981
Skills
Tax Research, Tax Accounting, Corporate Tax, Tax, International Tax, Income Tax, Partnership Taxation, Tax Returns, Tax Preparation, Accounting, Sales Tax, CPA, Auditing, Big 4, GAAP
Education
Pennsylvania State University
BA, Psychology
Temple University - Fox School of Business and Management
MBA, Accounting
University of California, Irvine
PFP Certifcate, Personal Financial Planning
The Mironov Group January 2012 - Present
Hochberg, Addeo & Palacco 2010 - 2011
Withum, Smith + Brown 2007 - 2009
Mironov, Sloan & Parziale 1999 - 2007
Penn Mutual Life Insurance Company 1981 - 1987
Laventhol & Horwath 1979 - 1981
Skills
Tax Research, Tax Accounting, Corporate Tax, Tax, International Tax, Income Tax, Partnership Taxation, Tax Returns, Tax Preparation, Accounting, Sales Tax, CPA, Auditing, Big 4, GAAP
Education
Pennsylvania State University
BA, Psychology
Temple University - Fox School of Business and Management
MBA, Accounting
University of California, Irvine
PFP Certifcate, Personal Financial Planning
Sandra Chu's Penn Mutual Life Insurance Company Experience April 2003 - June 2012
Job Senior Practice Management Analyst at Penn Mutual
Industry Financial Services
Experience
Penn Mutual June 2012 - Present
Penn Mutual Life Insurance Company April 2003 - June 2012
Penn Mutual Life Insurance Company April 2001 - March 2003
Penn Mutual Life Insurance Company October 1999 - March 2001
ATD American Company August 1999 - October 1999
Skills
Variable Annuities, Fixed Annuities, Insurance, Life Insurance, Retirement Planning, Series 6, Sales, Retirement, FINRA Series 6 Licensed, LOMA Designated..., Financial Advisory, Series 63, 401k, Investments
Education
Penn State University 1994 — 2004
Bachelor's degree, Biobehavioral Health and Psychology
Pennsylvania State University 1994 — 2004
B.A, Psychological and Social Sciences Major
Penn Mutual June 2012 - Present
Penn Mutual Life Insurance Company April 2003 - June 2012
Penn Mutual Life Insurance Company April 2001 - March 2003
Penn Mutual Life Insurance Company October 1999 - March 2001
ATD American Company August 1999 - October 1999
Skills
Variable Annuities, Fixed Annuities, Insurance, Life Insurance, Retirement Planning, Series 6, Sales, Retirement, FINRA Series 6 Licensed, LOMA Designated..., Financial Advisory, Series 63, 401k, Investments
Education
Penn State University 1994 — 2004
Bachelor's degree, Biobehavioral Health and Psychology
Pennsylvania State University 1994 — 2004
B.A, Psychological and Social Sciences Major
Rebecca Tomar's Penn Mutual Life Insurance Company Experience October 2007 - April 2009
Job Recruiting Coordinator at Bank of America
Industry Financial Services
Experience
Bank of America 2011 - Present
World Imports March 2011 - May 2011
Access Services May 2009 - February 2011
Penn Mutual Life Insurance Company October 2007 - April 2009
Burlington Coat Factory July 2007 - October 2007
Madison Avenue Inc May 2005 - May 2007
Education
Holy Family University 2007 — 2010
Master of Science degree, Human Resources Management
Towson University
Bachelor of Science Degree, Mass Communications
Bank of America 2011 - Present
World Imports March 2011 - May 2011
Access Services May 2009 - February 2011
Penn Mutual Life Insurance Company October 2007 - April 2009
Burlington Coat Factory July 2007 - October 2007
Madison Avenue Inc May 2005 - May 2007
Education
Holy Family University 2007 — 2010
Master of Science degree, Human Resources Management
Towson University
Bachelor of Science Degree, Mass Communications
Karen Childs's Penn Mutual Life Insurance Company Experience September 1986 - November 1987
Job Senior Account Manager at Marsh & McLellan Agency, Michigan
Industry Insurance
Experience
Marsh and McLennan Agency, Michigan August 2012 - Present
Maine Municipal Employees Health Trust (Maine Municipal Association) June 2008 - July 2012
TD Insurance December 1996 - May 2003
City of Portland, Maine September 1988 - September 1993
Penn Mutual Life Insurance Company September 1986 - November 1987
Metropolitan Life Insurance Company December 1984 - August 1986
Skills
Group employee benefits, Strategic Planning, Analysis, Communication, Implementation, Renewal, Plan Design, Medical (HMO, POS, PPO,..., CDHP, FSA, HRA, HSA, Retiree medical, Dental, Life, Disability, Vision, EAP, Wellness Programs, Traditional Funding..., Non-traditional Funding..., Value-based purchasing..., Evidence-based...
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science, Business Administration (Personnel/Industrial Relations and Marketing )
State of Maine - Licensed Life and Health Producer
Marsh and McLennan Agency, Michigan August 2012 - Present
Maine Municipal Employees Health Trust (Maine Municipal Association) June 2008 - July 2012
TD Insurance December 1996 - May 2003
City of Portland, Maine September 1988 - September 1993
Penn Mutual Life Insurance Company September 1986 - November 1987
Metropolitan Life Insurance Company December 1984 - August 1986
Skills
Group employee benefits, Strategic Planning, Analysis, Communication, Implementation, Renewal, Plan Design, Medical (HMO, POS, PPO,..., CDHP, FSA, HRA, HSA, Retiree medical, Dental, Life, Disability, Vision, EAP, Wellness Programs, Traditional Funding..., Non-traditional Funding..., Value-based purchasing..., Evidence-based...
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science, Business Administration (Personnel/Industrial Relations and Marketing )
State of Maine - Licensed Life and Health Producer
Teressa Moore Griffin's Penn Mutual Life Insurance Company Experience 1979 - 1982
Job Founder | Spirit of Purpose, LLC
Industry Professional Training & Coaching
Experience
Spirit of Purpose, LLC 2004 - Present
FREEMAN ASSOCIATES, LLC 1987 - 2004
SMITH, KLINE & FRENCH LABORATORIES 1982 - 1987
PENN MUTUAL LIFE INSURANCE COMPANY 1979 - 1982
STRAWBRDIGE & CLOTHIER 1978 - 1979
CLOVER COMPANY 1977 - 1978
Skills
Author, Motivational Speaking, Public Speaking, Workshop Facilitation, Executive Coaching, Myers-Briggs Type..., Benchmarks – The Center..., Management Skill..., Personal Profile..., Certified in Marshall..., Coaching, MBTI, Organizational..., Leadership Development, Training, Organizational..., Management Development, Leadership, Employee Relations, Human Resources, Recruiting, Personal Development, Change Management, Management Consulting, Team Building, Resume Writing, Published Author, Management
Education
Arcadia University
Bachelor of Arts (B.A.), Psychology
Austro-American Institute of Education
European Studies
Boston University
Master's degree, Human Resources Development
Temple University
MBA, Industrial Relations/Organizational Behavior
Spirit of Purpose, LLC 2004 - Present
FREEMAN ASSOCIATES, LLC 1987 - 2004
SMITH, KLINE & FRENCH LABORATORIES 1982 - 1987
PENN MUTUAL LIFE INSURANCE COMPANY 1979 - 1982
STRAWBRDIGE & CLOTHIER 1978 - 1979
CLOVER COMPANY 1977 - 1978
Skills
Author, Motivational Speaking, Public Speaking, Workshop Facilitation, Executive Coaching, Myers-Briggs Type..., Benchmarks – The Center..., Management Skill..., Personal Profile..., Certified in Marshall..., Coaching, MBTI, Organizational..., Leadership Development, Training, Organizational..., Management Development, Leadership, Employee Relations, Human Resources, Recruiting, Personal Development, Change Management, Management Consulting, Team Building, Resume Writing, Published Author, Management
Education
Arcadia University
Bachelor of Arts (B.A.), Psychology
Austro-American Institute of Education
European Studies
Boston University
Master's degree, Human Resources Development
Temple University
MBA, Industrial Relations/Organizational Behavior
Lisa S. Karlin, AIF®'s Penn Mutual Life Insurance Company Experience April 1990 - August 1997
Job Financial Advisor with a focus on retirement planning
Industry Financial Services
Experience
MAGIS Financial Partners May 2009 - Present
Complete Investment Management, Inc. (Capital Analysts, Inc.) January 2003 - May 2009
Complete Investment Management, Inc. May 2002 - January 2003
Rockwood Financial Group January 1998 - April 2002
Rockwood Financial Group September 1997 - January 1998
Penn Mutual Life Insurance Company April 1990 - August 1997
Penn Mutual July 1981 - April 1990
Paul A. Tanker & Associates April 1978 - July 1981
Skills
401k, Alternative Investments, Asset Management, Cash Balance, Defined Benefit, College Savings Planning, Disability Insurance, Estate Planning, Financial Advisory, Fixed Income, Fixed Annuities, Life Insurance, Long-term Care, Long-term Customer..., Mutual Funds, Profit Sharing, Relationship Management, Retirement Planning, Rollovers, Retirement Plan..., Roth IRA, SEP IRA, Small Business, Tax Management..., Term Life Insurance, Universal Life, Variable Annuities, Wealth Management
Education
Center for Fiduciary Studies 2010 — 2010
Accredited Investment Fiduciary®
Institute for Paralegal Studies 1977 — 1978
Certification in Employee Benefits
Penn State University 1973 — 1977
Bachelor of Science (B.S.), Individual and Family Studies (Social Sciences)
MAGIS Financial Partners May 2009 - Present
Complete Investment Management, Inc. (Capital Analysts, Inc.) January 2003 - May 2009
Complete Investment Management, Inc. May 2002 - January 2003
Rockwood Financial Group January 1998 - April 2002
Rockwood Financial Group September 1997 - January 1998
Penn Mutual Life Insurance Company April 1990 - August 1997
Penn Mutual July 1981 - April 1990
Paul A. Tanker & Associates April 1978 - July 1981
Skills
401k, Alternative Investments, Asset Management, Cash Balance, Defined Benefit, College Savings Planning, Disability Insurance, Estate Planning, Financial Advisory, Fixed Income, Fixed Annuities, Life Insurance, Long-term Care, Long-term Customer..., Mutual Funds, Profit Sharing, Relationship Management, Retirement Planning, Rollovers, Retirement Plan..., Roth IRA, SEP IRA, Small Business, Tax Management..., Term Life Insurance, Universal Life, Variable Annuities, Wealth Management
Education
Center for Fiduciary Studies 2010 — 2010
Accredited Investment Fiduciary®
Institute for Paralegal Studies 1977 — 1978
Certification in Employee Benefits
Penn State University 1973 — 1977
Bachelor of Science (B.S.), Individual and Family Studies (Social Sciences)
Karen Loudenslager's Penn Mutual Life Insurance Company Experience January 1987 - January 2008
Job TRICARE Beneficiary Service Representative at MEDPROTECT/SAIC
Industry Medical Devices
Experience
MEDPROTECT/SAIC May 2013 - Present
PHOTOMEDEX Corporate Office December 2008 - Present
PENN MUTUAL LIFE INSURANCE COMPANY January 1987 - January 2008
Penn Mutual January 1989 - January 1994
Penn Mutual January 1987 - January 1989
Skills
Healthcare, Employee Benefits, Hospitals, CPT, Team Leadership, Insurance, Medical Coding, Managed Care, Data Entry, Policy, Training, Health Insurance, HIPAA, Customer Service, Sales, Medical Billing
Education
DeVry University 2008 — 2011
Associate of Applied Science, Health Information Technology
Delaware Valley School of Medical Assistant 1988 — 1989
Certificate, Medical/Clinical Assistant
MEDPROTECT/SAIC May 2013 - Present
PHOTOMEDEX Corporate Office December 2008 - Present
PENN MUTUAL LIFE INSURANCE COMPANY January 1987 - January 2008
Penn Mutual January 1989 - January 1994
Penn Mutual January 1987 - January 1989
Skills
Healthcare, Employee Benefits, Hospitals, CPT, Team Leadership, Insurance, Medical Coding, Managed Care, Data Entry, Policy, Training, Health Insurance, HIPAA, Customer Service, Sales, Medical Billing
Education
DeVry University 2008 — 2011
Associate of Applied Science, Health Information Technology
Delaware Valley School of Medical Assistant 1988 — 1989
Certificate, Medical/Clinical Assistant
Carol Klenk's Penn Mutual Life Insurance Company Experience June 2012 - Present
Job Manager, Distribution Financial at Penn Mutual Life Insurance Company
Industry Insurance
Experience
Penn Mutual Life Insurance Company June 2012 - Present
The Penn Mutual Life Insurance Company June 2010 - June 2012
The Penn Mutual Life Insurance Company January 2004 - June 2010
The Penn Mutual Life Insurance Company October 1999 - January 2004
Skills
Financial Analysis, Insurance, Accounting, Financial Reporting, Microsoft Excel, Auditing, Strategic Financial..., Microsoft Office, Financial Accounting, Budgets, Financial Modeling, Internal Controls, Microsoft Word, Reinsurance
Education
Rider University 1996 — 1998
Master of Business Administration (M.B.A.), International Finance
Rider University
Bachelor of Applied Science (BASc), Accounting
Penn Mutual Life Insurance Company June 2012 - Present
The Penn Mutual Life Insurance Company June 2010 - June 2012
The Penn Mutual Life Insurance Company January 2004 - June 2010
The Penn Mutual Life Insurance Company October 1999 - January 2004
Skills
Financial Analysis, Insurance, Accounting, Financial Reporting, Microsoft Excel, Auditing, Strategic Financial..., Microsoft Office, Financial Accounting, Budgets, Financial Modeling, Internal Controls, Microsoft Word, Reinsurance
Education
Rider University 1996 — 1998
Master of Business Administration (M.B.A.), International Finance
Rider University
Bachelor of Applied Science (BASc), Accounting
Lynn Levy's Penn Mutual Life Insurance Company Experience July 2013 - Present
Job Vice President Distribution and Human Resources Counsel at Penn Mutual Life Insurance Company
Industry Insurance
Experience
Penn Mutual Life Insurance Company July 2013 - Present
Penn Mutual Life Insurance Company/Hornor Townsend & Kent July 1990 - Present
Rawle & Henderson April 1987 - July 1990
MetLife August 1985 - April 1987
Education
The George Washington University Law School 1982 — 1985
Juris Doctor
Lehigh University 1978 — 1982
BA, Economics, Psychology
Penn Mutual Life Insurance Company July 2013 - Present
Penn Mutual Life Insurance Company/Hornor Townsend & Kent July 1990 - Present
Rawle & Henderson April 1987 - July 1990
MetLife August 1985 - April 1987
Education
The George Washington University Law School 1982 — 1985
Juris Doctor
Lehigh University 1978 — 1982
BA, Economics, Psychology
John Semola, FLMI's Penn Mutual Life Insurance Company Experience January 1970 - October 1989
Job Technology Specialist at Office Depot
Industry Insurance
Experience
Office Depot October 2009 - Present
L.L.Bean September 2007 - April 2009
AIG Marketing, Inc. (now 21st Century Insurance / Farmers Insurance Group) October 1998 - May 2007
General Accident Insurance Company (now OneBeacon Insurance) November 1989 - October 1998
Penn Mutual Life Insurance Company January 1970 - October 1989
Skills
Insurance, Property & Casualty..., Life Insurance, Statutory Accounting, Financial Accounting, Financial Reporting, General Ledger, Microsoft Office, Windows, Computers, Computer Hardware, Internet, Technical Support, Networking, Customer Service, Budgets, Process Improvement
Education
Peirce College
Business Administration, Accounting and Finance
Temple University
Office Depot October 2009 - Present
L.L.Bean September 2007 - April 2009
AIG Marketing, Inc. (now 21st Century Insurance / Farmers Insurance Group) October 1998 - May 2007
General Accident Insurance Company (now OneBeacon Insurance) November 1989 - October 1998
Penn Mutual Life Insurance Company January 1970 - October 1989
Skills
Insurance, Property & Casualty..., Life Insurance, Statutory Accounting, Financial Accounting, Financial Reporting, General Ledger, Microsoft Office, Windows, Computers, Computer Hardware, Internet, Technical Support, Networking, Customer Service, Budgets, Process Improvement
Education
Peirce College
Business Administration, Accounting and Finance
Temple University
Todd Wachtel, ChFC®'s Penn Mutual Life Insurance Company Experience May 2008 - Present
Job Regional Marketing Director at Penn Mutual
Industry Insurance
Experience
Penn Mutual Life Insurance Company May 2008 - Present
Education
Kenyon College 1983 — 1987
Bachelor's Degree
Penn Mutual Life Insurance Company May 2008 - Present
Education
Kenyon College 1983 — 1987
Bachelor's Degree
Janet Gaczewski's Penn Mutual Life Insurance Company Experience June 1997 - June 1998
Job Financial Assistant at UB School of Dental Medicine
Industry Higher Education
Experience
UB School of Dental Medicine August 2007 - Present
Literacy Volunteers of Allegany County July 2005 - March 2007
UB School of Dental Medicine February 2004 - July 2005
UB School of Dental Medicine June 2003 - February 2004
Rushford Lake Landowners Association May 2001 - June 2003
ACCORD Corporation July 2001 - May 2003
A&A Insurance Services June 1999 - July 2001
United States Dept of Justice/Census Bureau March 2000 - July 2000
Prudetial Insurance Company June 1998 - June 1999
Penn Mutual Life Insurance Company June 1997 - June 1998
Skills
Analysis, Customer Service, Financial Analysis, Microsoft Excel, Financial Reporting, Microsoft Office, Finance, PowerPoint, Microsoft Word, Data Analysis, Research, Financial Accounting, Access, Teamwork, Financial Modeling, Economics, Budgets, Corporate Finance, Outlook
Education
SUNY Empire State College 2012 — 2015
Bachelor’s Degree, Business, Management, and Economics/Minor in Business Administration, 3.92
UB School of Dental Medicine August 2007 - Present
Literacy Volunteers of Allegany County July 2005 - March 2007
UB School of Dental Medicine February 2004 - July 2005
UB School of Dental Medicine June 2003 - February 2004
Rushford Lake Landowners Association May 2001 - June 2003
ACCORD Corporation July 2001 - May 2003
A&A Insurance Services June 1999 - July 2001
United States Dept of Justice/Census Bureau March 2000 - July 2000
Prudetial Insurance Company June 1998 - June 1999
Penn Mutual Life Insurance Company June 1997 - June 1998
Skills
Analysis, Customer Service, Financial Analysis, Microsoft Excel, Financial Reporting, Microsoft Office, Finance, PowerPoint, Microsoft Word, Data Analysis, Research, Financial Accounting, Access, Teamwork, Financial Modeling, Economics, Budgets, Corporate Finance, Outlook
Education
SUNY Empire State College 2012 — 2015
Bachelor’s Degree, Business, Management, and Economics/Minor in Business Administration, 3.92
Helen Pudlin's Penn Mutual Life Insurance Company Experience March 2013 - Present
Job Retired, former Executive Vice President and General Counsel ,The PNC Financial Services, Group, Inc.
Industry Financial Services
Experience
Penn Mutual Life Insurance Company March 2013 - Present
The Wistar Institute March 2012 - Present
University of Pennsylvania Law School September 2013 - December 2014
Ballard Spahr LLP September 1974 - September 1989
Education
University of Pennsylvania, B.A.,M.S.,J.D.
Penn Mutual Life Insurance Company March 2013 - Present
The Wistar Institute March 2012 - Present
University of Pennsylvania Law School September 2013 - December 2014
Ballard Spahr LLP September 1974 - September 1989
Education
University of Pennsylvania, B.A.,M.S.,J.D.
Raymond McCaffrey's Penn Mutual Life Insurance Company Experience April 1990 - July 1992
Job CoFounder at FourScore Investment Partners, LP
Industry Investment Management
Experience
FourScore Income Partners, LP May 2013 - Present
McCaffrey Management, LLC January 2005 - April 2013
Pilgrim Baxter & Associates April 1997 - December 2004
Pitcairn Trust Company January 1996 - April 1997
Cypress Capital Management July 1992 - January 1996
Penn Mutual Life Insurance Company April 1990 - July 1992
Fidelity Bank October 1987 - March 1990
Skills
Portfolio Management, Equities, Investment Advisory, Investment Management, Investment Research, Asset Management, Asset Allocation, Wealth Management, Mutual Funds, Equity Research, Institutional...
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
Master's degree, Finance, General
Villanova University 1981 — 1985
Bachelor of Science (BS), Economics, Cum Laude
LaSalle College High School 1977 — 1981
High School Diploma, College Preparatory
FourScore Income Partners, LP May 2013 - Present
McCaffrey Management, LLC January 2005 - April 2013
Pilgrim Baxter & Associates April 1997 - December 2004
Pitcairn Trust Company January 1996 - April 1997
Cypress Capital Management July 1992 - January 1996
Penn Mutual Life Insurance Company April 1990 - July 1992
Fidelity Bank October 1987 - March 1990
Skills
Portfolio Management, Equities, Investment Advisory, Investment Management, Investment Research, Asset Management, Asset Allocation, Wealth Management, Mutual Funds, Equity Research, Institutional...
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
Master's degree, Finance, General
Villanova University 1981 — 1985
Bachelor of Science (BS), Economics, Cum Laude
LaSalle College High School 1977 — 1981
High School Diploma, College Preparatory
Charlotte Morewood's Penn Mutual Life Insurance Company Experience 2006 - 2009
Job at
Industry Consumer Services
Experience
Bill Morewood Plumbing & Heating May 2014 - Present
Wegmans Food Markets December 2007 - Present
Penn Mutual Life Insurance Company 2006 - 2009
Carlisle Engineered Products 1986 - 2003
Skills
Budgets, Customer Service, Data Entry, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Sales, Team Building, Customer Satisfaction, Social Networking, Public Speaking, Time Management, Event Planning, Inventory Management
Education
Edinboro University of Pennsylvania 2003 — 2006
Bachelor's Degree, Finance, General, Magna cum Laude
Bill Morewood Plumbing & Heating May 2014 - Present
Wegmans Food Markets December 2007 - Present
Penn Mutual Life Insurance Company 2006 - 2009
Carlisle Engineered Products 1986 - 2003
Skills
Budgets, Customer Service, Data Entry, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Sales, Team Building, Customer Satisfaction, Social Networking, Public Speaking, Time Management, Event Planning, Inventory Management
Education
Edinboro University of Pennsylvania 2003 — 2006
Bachelor's Degree, Finance, General, Magna cum Laude
MetLife
AXA Equitable
Prudential
Protective Life
Metropolitan Life Insurance Company
American National Insurance
Penn Mutual
Torchmark Corporation