Philadelphia Life Insurance Company
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Philadelphia Life Insurance Company Employees
Western Alliance Bancorporation September 2012 - Present
Asta Funding Inc July 2007 - September 2012
Bank of America 2005 - 2006
MBNA America 1998 - 2006
MBNA America 1992 - 1998
Philadelphia Life Insurance Company 1981 - 1987
Skills
Business Intelligence, Change Management, Financial Modeling, Analysis, Accounting, Banking, Business Analysis, Business Strategy, Business Planning, Databases, Excel, Forecasting, Financial Analysis, Financial Planning, Financial Reporting, Leadership Development, Mergers, Microsoft Office, Mentoring, Operations, PowerPoint, Real Estate, Risk Management, SQL, Problem Solving, Team Building, Team Management, Team Leadership, Teaching, Unix, Visual Basic, Visio, Valuation, Writing, Yield Management, Microsoft Excel, Strategic Financial..., Mergers & Acquisitions, Management, Strategy, Strategic Planning, Financial Services, Analytics, Executive Management, Finance, Credit Cards, Loans
Education
Drexel University - College of Business and Administration
MBA
Penn State University
BS
Universal Health Services April 2011 - Present
Wyeth 2001 - April 2011
Wyeth Pharmaceuticals July 2001 - March 2008
XYAN July 1999 - May 2001
NovaCare, Inc. 1987 - 1999
The Eagle's Eye, Inc. 1984 - 1987
Philadelphia Life Insurance Company 1979 - 1984
Macy's East 1974 - 1978
Skills
Talent Acquisition, Talent Management, Employee Relations, Workforce Planning, Deferred Compensation
Education
Loyola University Maryland 1971 — 1974
BA
Rosemont College 1970 — 1971
Lower Merion High School
Lewis Carpentry, LLC 1985 - Present
May Cabinets, Inc November 2013 - June 2014
Facials By Irene January 2009 - March 2012
Dermal Care Esthetics and Wellness Center September 2009 - December 2010
WCI Communities January 2002 - January 2004
Lewis Construction Company January 1985 - 2001
Philadelphia Life Insurance Company 1978 - 1982
Skills
Microsoft Excel, Team Building, Marketing Strategy, Public Speaking, Microsoft Office, Strategic Planning, Inventory Management, Team Leadership, Data Entry, Account Management
Education
Florida Heath Academy 2009 — 2009
Esthetics Diploma
Camden County College 1977 — 1978
Associate's degree, Business Administration
USA Benefits Group July 2015 - Present
Creative Cash Flow Solutions, LLC 2005 - Present
Bankers Life and Casualty Company October 2012 - June 2015
R & I Realty 2009 - 2011
Travelers Insurance (First Trenton) 1992 - 2005
Colonial Penn Life Insurance 1985 - 1992
Philadelphia Life Insurance Company 1975 - 1985
Arthur Andersen September 1969 - September 1975
Skills
SOX, Online Marketing, Treasury Functions, Entrepreneur, Health, Social Media, Strategic Planning, SEC reporting, Social Media Marketing, Accounting, Social Networking, Blogging, Insurance, Entrepreneurship, Online Advertising, Sarbanes-Oxley Act, SEC filings, Financial Reporting, Marketing, Treasury, Investments, Small Business, Business Development, Web Marketing, Sales, Customer Service, Auditing, Leadership, Network Marketing, Budgets, Team Building, SEO, Advertising, Affiliate Marketing, Real Estate, Management, Marketing Strategy, Coaching, Direct Sales, New Business Development, Email Marketing, Direct Marketing, Business Networking, Public Speaking, Start-ups, Training, Business Planning, Business Strategy, Team Leadership, Negotiation
Education
Temple University - Fox School of Business and Management 1965 — 1969
BBA, Accounting
Temple University - Fox School of Business and Management 1965 — 1969
Bachelor's degree, Accounting and Finance
TMiller Financial, LLC September 2006 - Present
Insurance Alliance - Houston TX July 1998 - September 2006
MetLife Brokerage, Houston, TX 1997 - 1998
First Financial Resources 1993 - 1997
Manulife Financial 1989 - 1993
Partners Marketing Group - NFP 1986 - 1989
Philadelphia Life Insurance Company 1982 - 1986
Skills
Wealth Management, Investment Advisory, Retirement Planning, 401k, Strategic Financial..., Estate Planning, Life Insurance, Asset Allocation, Health Insurance, Long-term Care, Life & Health Insurance..., Finance, Retirement, Financial Advisory, Pensions, Securities, Wealth, Financial Planning, Insurance, Personal Financial..., Financial Services
Education
The American College
CLU, ChFC
KeyAdvisors KeyAdvisors Charitable Foundation, Inc. Society Of Financial Awareness October 2013 - Present
National Life Group July 2008 - September 2013
Narrow Path Financial Group February 2008 - June 2008
Independence Financial Associates, An Agency of Penn Mutual August 2006 - January 2008
Penn Mutual October 1987 - January 2008
American International Group January 1987 - October 1987
Philadelphia Life Insurance Company January 1981 - December 1986
Skills
Insurance, Life Insurance, Recruiting, Fixed Annuities, Disability Insurance, Training
Education
The American College 2005 — 2006
Master of Science
Villanova University 1979 — 1983
Bachelor of Science
IMS Health March 2011 - Present
IMS Health June 2006 - August 2011
IMS Health April 2002 - June 2006
Independence Blue Cross 2001 - 2002
Independence Blue Cross 1998 - 2001
Independence Blue Cross 1992 - 1998
Independence Blue Cross 1987 - 1992
Corestates Bank 1986 - 1987
Philadelphia Life Insurance Company 1985 - 1986
Thomas Jefferson University Hospital 1983 - 1985
Skills
Healthcare, Data Warehousing, SDLC, Healthcare Information..., Business Intelligence, HIPAA, Analytics, Vendor Management, Software Development, SharePoint, Business Analysis, Business Process, Databases, Enterprise Software, Leadership, Integration, Management, Oracle, PMP, Pharmaceutical Industry, PMO, Project Planning, Software Project..., Strategy, Team Leadership, Cross-functional Team..., Process Improvement, Project Management, Requirements Analysis, Program Management
Education
DeSales University 2004 — 2008
MBA
Rosemont College 1997 — 1999
BS
Arcadia University 1990 — 1992
AS
National Life Group - Financial Management Group July 2013 - Present
Sentinel Investments, a division of the National Life Group April 2005 - July 2013
National Life Group - Financial Management Group December 1988 - March 2005
Colonial Penn Life Insurance November 1986 - November 1988
Philadelphia Life Insurance Company 1980 - 1986
Tenneco September 1981 - April 1982
Skills
Finance, Strategic Financial..., Asset Management, Mutual Funds, Sentinel, Financial Modeling, Budgets, Investments, Financial Analysis, Equities, Hedge Funds, Asset Managment, Alternative Investments, Microsoft Excel, Microsoft Office, Portfolio Management, Leadership, Risk Management, Management, Strategic Planning, Project Management, FINRA, Due Diligence, Investment Strategies, Fixed Income, Series 7, Investment Management, Securities, Analysis, Valuation, Retirement Planning, Mentoring, Sports Coaching, SQL, Crystal Reports, series 27, Cognos, Cost Accounting, Budget Process, Sales Analysis, Microsoft SQL Server, Access, PowerPoint, Team Management, Financial Services, Capital Markets
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
Villanova University 1974 — 1978
BS, Mathematics
St. Joseph's Preparatory School 1970 — 1974
MBS 1962 — 1970
Independence Blue Cross January 2011 - Present
Independence Blue Cross July 1999 - October 2009
Independence Blue Cross July 1994 - July 1999
Independence Blue Cross November 1986 - July 1994
Philadelphia Life Insurance Company July 1984 - October 1986
Skills
Business Relationship..., Business Process..., Vendor Management, Project Management, SDLC, Program Management, Business Process..., PMO, Business Analysis, Process Improvement, Leadership, Vendor Relationships, Outsourcing, Management, Team Leadership, Project Planning, Business Process, Governance, Quality Assurance
Education
Philadelphia University
BS, Computer Management (Computer Science & Business Administration degree)
University of Pennsylvania - The Wharton School 1998 — 1999
Executive Leadership Program
ITIL 2007 — 2007
V2 foundations Certification
Protective Life Insurance Company November 2009 - Present
Protective Life Insurance Company June 1996 - October 2010
Protective Live Insurance Company June 1989 - June 1996
Protective Life Insurance Company May 1984 - May 1989
L & S Sales May 1982 - May 1984
Philadelphia Life Insurance Company May 1980 - May 1982
SAGA Food Services August 1978 - May 1980
Skills
Production Support, Requirements Gathering, User Acceptance Testing, System Testing, Test Cases, Test Planning, Business Requirements, Mainframe, Insurance, Testing, Documentation, Customer Satisfaction, Software Documentation, Leadership
Education
University of Alabama at Birmingham 1980 — 1983
University of Alabama 1976 — 1983
BS, Management
Boyle Energy September 2007 - Present
Providian /National Liberty Life Insurance Co September 1989 - June 1994
Colonial Penn September 1987 - August 1989
Philadelphia Life Insurance Company October 1977 - June 1987
Skills
Financial Analysis, Financial Reporting, Internal Controls, Risk Management, Sarbanes-Oxley Act, Strategic Financial..., Microsoft Excel, Event Planning
Education
Ohio Wesleyan University 1973 — 1977
BS, Mathematics & Economics
Colonial Penn Life Insurance May 2002 - Present
Colonial Penn Life Ins Co 2002 - Present
CNO Financial Group 2002 - Present
Colonial Penn 1987 - Present
Philadelphia Life Insurance Company 1977 - 1987
Skills
Analysis, Analytics, Life Insurance, Requirements Gathering, SDLC, Microsoft Excel, Sarbanes-Oxley Act, Actuarial Science, Business Analysis, Microsoft Office, Insurance, Financial Analysis, Risk Management, Process Improvement, Business Intelligence, Employee Benefits, Visio, Strategic Planning, Health Insurance, Customer Service, Management, Underwriting
Education
University of Pennsylvania 1974 — 1977
BA, Math
University of Pennsylvania 1974 — 1977
BA, Mathematics
Philadelphia School District May 2004 - Present
Philadelphia School District August 2010 - August 2011
School District of Philadelphia August 2010 - August 2011
YMCA April 1999 - May 2000
Raytheon May 1986 - September 1997
Colonial Penn Life Insurance June 1996 - July 1997
AT&T April 1983 - May 1986
Philadelphia Life Insurance Company 1980 - 1984
Skills
Event Planning, Public Speaking
Education
Temple University 2005 — 2009
African American Studies
University of Phoenix 2004 — 2005
Business Management
David G. Berkowitz, CCP October 2009 - Present
Princeton University July 1999 - October 2009
The College of New Jersey 1994 - 1997
Mobil Oil Corporation 1990 - 1994
Drexel University February 1985 - September 1990
Philadelphia Life Insurance Company 1980 - 1985
Education
Wharton School, University of Pennsylvania
Wilkes University
Rider University
Insurance October 2005 - Present
Winslow Elementary School 2003 - 2009
Home is Where the Heart Is 2002 - 2008
Vu/Text Information Svcs/ Dialog/Knight Ridder parent company 1988 - 1997
Philadelphia Life Insurance Company September 1979 - 1988
Skills
Project Management, Call Centers, Customer Service, Time Management, Disaster Recovery, Access, Research, Business Intelligence, SQL, Administrative..., Strategic Planning, Public Speaking, Unix, Management, Invoicing, Client Billing, Data Entry, Requirements Analysis, Microsoft Office, Collections, Microsoft Excel, Microsoft Word
Education
Community College of Philadelphia 1986 — 1987
English, Real Estate
St. Monica Business School 1977 — 1979
Business
St. Maria Goretti High School 1976 — 1977