Phoenix Life Insurance Company
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Phoenix Life Insurance Company Employees
CIGNA Healthcare June 2011 - Present
MassMutual 2006 - 2011
MassMutual 2005 - 2006
Phoenix Life Insurance Company 2002 - 2005
Phoenix Life Insurance Company 2000 - 2002
Phoenix Life Insurance Company 1998 - 2000
Casual Corner Group 1995 - 1997
Skills
Process Improvement, Project Management, SDLC, Vendor Management, Cross-functional Team..., Program Management, Resource Management, Visio, Business Analysis, Risk Management, Insurance, Business Intelligence, Leadership, Project Portfolio..., Information Technology, Business Process, Change Management, CRM, Management, Team Building, Requirements Gathering, IT Strategy, Business Requirements, SharePoint, Software Project..., Team Leadership, Agile Project Management, Cross Functional Team..., Disaster Recovery, Analysis, Budgets, Business Process..., Software Documentation, IT Management, PMO, Requirements Analysis, Enterprise Software, ITIL, Enterprise Architecture, Service Delivery, IT Service Management, Governance, Integration, Systems Analysis, MS Project, Project Delivery, Infrastructure, Outsourcing, Mentoring, Procurement
Education
Western New England College 1998 — 2003
Masters (MBA), Business Administration
Bay Path College
SS&C Technologies December 2009 - Present
AAA Pioneer Valley June 2014 - August 2015
MassMutual Financial Group 2006 - April 2009
L.E. Belcher, Inc. 2005 - 2006
Phoenix Life Insurance Company 2002 - 2005
Merrill Lynch Insurance Company 1996 - 2001
Skills
Accounting, Account Reconciliation, Finance, Financial Reporting, Financial Analysis, Auditing, Financial Accounting, General Ledger, Financial Statements, SAP Software, Webex Training, Microsoft Word, Microsoft Excel, PowerPoint, CAMRA, Bex/BW Query, Cash Management, Customer-focused Service, Accounts Payable/..., Bloomberg/Reuters, Journal Entries, SAP ERP, Self-motivated Team..., Variance Analysis, Fixed Assets, Fund Accounting, Accounts Payable, Accounts Receivable, Internal Audit, Financial Services, Analysis, Equities
Education
College of Our Lady of the Elms 1997 — 2002
Bachelor's Degree, Business, 3.95
Springfield Technical Community College 1982 — 1985
Associate of Science (A.S.), Data Processing
Travelers Insurance November 1999 - Present
Travelers 1985 - 1999
Phoenix Life Insurance Company 1979 - 1985
Skills
Insurance, Underwriting, Property & Casualty..., Commercial Insurance, Financial Analysis, Claim, Reinsurance, General Insurance, Liability, Risk Management, Workers Compensation, Legal Liability, Casualty, Professional Liability, Finance
Education
Central Connecticut State University 1988 — 1994
Bachelor of Science (B.S.), Finance, General
Tunxis Community College 1975 — 1980
Associate's degree, Criminal Justice/Law Enforcement Administration
Farm Bureau Financial Services July 2015 - Present
Lincoln Farm Estates, LLC April 2012 - Present
US Army June 1986 - Present
Art of Discovery October 2011 - Present
Farm Bureau Financial Services March 2014 - June 2015
ProEquities, Inc. May 2013 - March 2014
Combined Arms Center April 2012 - April 2013
Saybrus Partners November 2009 - October 2011
Phoenix Life Insurance Company November 2007 - November 2009
Overland Park Kansas May 2003 - March 2006
Skills
Recruiting, Project Management, Team Leadership, Training, Decision Making Skills, Sales Management, Communication, Closing Deals, Process Improvement, Leadership, Strategy, Deal Closure, Program Management, Sales, Assurance, Management, Team Building, Insurance, Life Insurance, Security Clearance, Military
Education
Baker University 2009 — 2011
MBA, General
Combined Arms Center CAC 2003 — 2005
Diploma, Field Grade MOS School, MAJOR
Kansas State University 1980 — 1983
Bachelor of Science, Education
Academic Center for Excellence October 2013 - Present
The Hartford June 2015 - August 2015
Phoenix Life Insurance Company June 2014 - August 2014
Skills
Teamwork, Microsoft Excel, Access, PowerPoint, Microsoft Word, Microsoft Office, Statistics, Actuarial Science, Research, Customer Service, Time Management, VBA, Big Data Analytics, Public Speaking
Education
Bryant University 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Actuarial Science
Valassis November 2003 - June 2008
Phoenix Life Insurance Company June 2000 - November 2003
Skills
Mac, Microsoft Office
Education
Springfield Technical Community College 2013 — 2013
Certificate, Nursing Assistant/Aide and Patient Care Assistant/Aide
Bay Path College 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Highland Capital Brokerage January 2010 - Present
Phoenix Life Insurance Company September 1999 - December 2009
Phoenix Life Insurance Company January 2001 - December 2003
Merrill Lynch September 1997 - February 1999
CIGNA July 1984 - September 1997
Skills
Estate Planning, Business Planning, Retirement Distribution..., Underwriting Jumbo Cases, Underwriting Foreign..., Retirement, Life Insurance, Securities
Education
The American College, Bryn Mawr, Pennsylvania - 1992
CLU, ChFC, Financial Services, Life & Health Insurance
Central Connecticut State University 1979 — 1984
BS Business, Marketing
Phoenix Life Insurance Company January 2015 - Present
Lincoln Financial Group September 2014 - January 2015
MetLife March 2013 - March 2014
Sheraton Hartford Hotel at Bradley Airport August 1997 - January 2013
Skills
Hospitality Management, Hotel Management, Hotels, Hospitality Industry, Hospitality, Front Office, Revenue Analysis, Pre-opening, Rooms Division, Customer Service, Customer Satisfaction, Leadership, Training, Catering, Event Management, Hiring, Management, Meeting Planning, Microsoft Office
Education
Branford Hall Career Institute-Windsor Campus 2013 — 2015
Computer Network Management
Morant Bay High School
Diploma
Arthur J. Gallagher & Co. August 2015 - Present
William Gallagher Associates February 2005 - Present
Tufts Health Plan September 2003 - February 2005
Tutfs Health Plan May 1998 - August 2003
Health New England February 1993 - April 1998
Phoenix Life Insurance Company October 1986 - January 1993
Skills
Employee Benefits, Health Care Reform, Brokers, Underwriting, Negotiation, Insurance, Benefits Administration, Management, Risk Management, Workers Compensation, Healthcare, Health Savings Accounts, Health Insurance, Disability Insurance
Education
American International College 1980 — 1986
BS, Business
Isenberg School of Management, UMass Amherst
MBA, Business
Guardian Life January 2015 - Present
MassMutual Financial Group April 2013 - December 2014
MassMutual Financial Group September 2011 - March 2013
MassMutual Financial Group October 2009 - August 2011
MassMutual Financial Group June 2008 - September 2009
The Hartford December 2003 - May 2008
Phoenix Life Insurance Company November 2001 - November 2003
Lincoln Financial Group December 1998 - October 2001
Lincoln Financial Group January 1995 - November 1998
Skills
Strategic Planning, E-business, Vendor Management, Fixed Annuities, Insurance, Process Improvement, Business Analysis, Financial Services, SDLC, IT Strategy, Business Process..., Business Requirements, Change Management, IT Management, Leadership, Management, Project Portfolio..., Six Sigma, Strategy, Public Speaking, Social Influence, Common Sense, Strategic Leadership, Thought Leadership
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (M.B.A.), Global Business & Leadership, 3.87 GPA
Boston University
Bachelor's Degree, Liberal Studies, 3.96 GPA, Summa Cum Laude
University of Northwestern Ohio
Associate's Degree, Business, 3.72 GPA, High Honors
MassMutual Financial Group - USIG Life Company Marketing April 2015 - Present
The Best FMO, LLC October 2014 - April 2015
Impact Technologies Group, Inc. January 2014 - September 2014
Northwestern Mutual Life Insurance Company November 2012 - February 2014
Ameriprise/RiverSource Life Insurance Company October 2011 - September 2012
MassMutual Financial Group February 2009 - October 2011
Lincoln Financial Distributors 2005 - 2009
Phoenix Life Insurance Company 1998 - 2004
CIGNA Financial Advisors 1995 - 1998
Shawmut Bank Trust Company 1993 - 1995
Education
National Social Security Association 2014 — 2015
National Social Security Advisor
The American College - REBC 2013 — 2015
Registered Employee Benefit Consultant
The American College - ChSNC 2010 — 2015
Chartered Special Needs Consultant
The American College - CAP
Chartered Advisor in Philanthropy
The American College - RICP
Retirement Income Certified Professional
College for Financial Planning - CRPC
Chartered Retirement Planning Counselor
The Corporation for Long-Term Care Certification - CLTC
Certified in Long-Term Care
The American College - CASL
Chartered Advisor for Senior Living
McCourt Associates - Wilson Learning
Customer-Focused Presentation Skills Workshop
McCourt Associates - Wilson Learning
The Counselor Salesperson Program
Aetna January 2015 - Present
Aetna April 2013 - January 2015
Phoenix Life Insurance Company December 2010 - April 2013
Phoenix Life Insurance Company December 2005 - December 2010
Skills
Financial Reporting, Accounting, Internal Controls, Investments, Insurance, Financial Analysis, Auditing, Financial Accounting, Microsoft Excel, Sarbanes-Oxley Act
Education
Central Connecticut State University 2001 — 2005
BA, Accounting
Phoenix Life Insurance Company May 2014 - August 2014
Skills
Critical Thinking, Time Management, Teamwork, Leadership, Organization Skills, Communication, Applied Mathematics, Microsoft Excel, Microsoft Office
Education
Bryant University 2012 — 2016
Bachelor's Degree, Applied Mathematics and Statistics, Junior
Market Insight Group, Ltd. May 1996 - Present
Ovum February 2010 - April 2014
Financial Insights, an IDC Company September 2004 - April 2009
Advisen April 2001 - August 2004
BearingPoint August 2000 - April 2001
Gartner November 1997 - September 1998
IBM Global Services March 1995 - April 1996
Arthur D. Little August 1989 - January 1995
Manulife Financial November 1984 - March 1989
Phoenix Life Insurance Company November 1983 - November 1984
Skills
Writing, Presenter, Competitive Analysis, Market Analysis, Scenario Planning, Emerging Trends, Technology Trends, Location Intelligence, Segmentation, Business Analytics, Social Media, Insurance, Technology, Market Research, Strategy, Management Consulting, Analysis, Market Intelligence, Competitive Intelligence, Marketing Research, Business Strategy, Analytics, Business Intelligence, Marketing, Thought Leadership, Strategic Consulting, Strategic Planning, Data Analysis, Impact of Mobility on..., Business Analysis, Management, Consulting
Education
New Mexico State University 1969 — 1971
Master's Degree, Applied Mathematics
Carnegie Mellon University 1963 — 1967
B. Sc., Mathematics and English (double major)
Property Management Assistant Vice PresidentPhoenix Life Insurance CompanyJanuary 2002 - December 2011
Phoenix Life Insurance Company April 1990 - December 1998
Monarch Life Insurance August 1984 - April 1990
Skills
IT Security Mngmnt..., IT Risk Management, IT Audit (CISA), Incident Management, Income Tax Preparation, SDLC, External Audit, Real Estate Rental &..., Architectural Remodel..., Business Process, Auditing, Information Technology, Music (Piano, Saxophone...
Education
American International College
Master's degree, Physical Sciences
University of Massachusetts, Amherst
Bachelor of Arts (BA), History and Chemistry
Westfield State University
Bachelor of Science (BS) in Computer Science/Math and Masters in Secondary Education
Stay at home Mom for now!! November 2012 - Present
AXA Equitable August 2010 - November 2012
Phoenix Life Insurance Company 2008 - November 2009
Webster Bank August 1999 - January 2008
Skills
Insurance, Process Improvement, Relationship Management, Business Analysis, Microsoft Excel, Vendor Management, Series 7, Sales, Management, Leadership, Series 6, Project Management, Budgets, Access, Customer Service
Education
Southern Connecticut State University 1997 — 1998
Albertus Magnus College
James Epps Agency, Inc. January 2006 - Present
Phoenix Life Insurance Company January 2002 - December 2005
Skills
New Business Development, Strategic Planning, Insurance, Financial Services, Workers Compensation, Strategy, Management, Entrepreneurship, Sales, Process Improvement, Team Building, Coaching, Marketing Strategy, Fixed Annuities, Customer Service, Term Life Insurance, Public Speaking, Life Insurance, Microsoft Office, Software Development, Finance, Budgets, Sales Management, Business Development, Product Development, Negotiation, Retirement Planning, Account Management, Business Analysis, Project Management, Leadership Development, Health Insurance, Employee Benefits, Property & Casualty..., Leadership, Training, Small Business, Commercial Insurance, Marketing
Education
Brigham Young University 1978 — 1985
BA, Communications
Sanderson High School Raleigh NC
Wells Fargo Advisors March 2014 - Present
Boston Chapter Society of Financial Service Professionals May 2013 - May 2014
Brookfield Insurance Partners May 2010 - March 2014
Smith Barney January 2007 - July 2009
Clifton Brokerage Corporation April 2005 - January 2007
Allstate Insurance 2000 - 2004
Trumbull Democratic Town Committee 1996 - 2000
CIGNA Financial Services August 1992 - January 1996
Phoenix Life Insurance Company 1986 - 1992
Skills
Estate Planning, Wealth Transfer, Disability Insurance, Insurance Planning, Portfolio Management, Mutual Funds, Strategic Financial..., Financial Planners, Wealth, Long-term Care, Insurance, Fixed Annuities, Retirement Planning, Financial Advisory, Retirement, Employee Benefits, Investments, Small Business, Whole Life, Life Insurance, Long Term Care Insurance, Finance, Underwriting, Wealth Management, 401k, Series 6, IRAs, Series 63, Series 7, Term Life Insurance, Securities, FINRA, Variable Annuities, Financial Services, Wealth Management..., Universal Life, Investment Advisory, Alternative Investments, Roth IRA, Wealth Accumulation, Pensions, Asset Allocation, Certified Financial..., Series 24, Health Insurance, 401k Rollovers, Asset Management, Investment Strategies, Bonds, Brokers
Education
The University of Connecticut School of Business 1978 — 1980
BS, Finance
Case Western Reserve University 1976 — 1978
Trumbull High School 1973 — 1976
Walnut Hill School
COUNTRY ® Financial March 2011 - Present
Hartford Life Insurance Company August 2006 - October 2010
JPMorgan Chase February 2005 - July 2006
Phoenix Life Insurance Company March 2000 - February 2005
Skills
Disability Insurance, Risk Management, Life Insurance, Series 6, Series 63, Licensed Property &..., Fixed Annuities, Long-term Care, Long Term Care Insurance, Insurance, Retirement Planning, Sales, 401k, Property & Casualty..., IRAs, Health Insurance, Retirement, Variable Annuities, Whole Life
Education
North Central College
Bachelor of Arts, Organizational Communication
College of DuPage
Associates of Arts
Glenbard West High School
Chadwick, Washington, Moriarty, Elmore & Bunn, P.C. June 2009 - March 2013
Nationwide Insurance 2006 - 2009
Phoenix Life Insurance Company 1995 - 1998
Skills
Business Advisory..., Forensic Accounting..., Proofreading, Mistake Proofing, Litigation, Legal Research, Civil Litigation, Courts, Westlaw, Strategic Planning, Microsoft Office, Legal Writing, Trials, Commercial Litigation, Mediation, Real Estate
Education
Virginia Commonwealth University 2007 — 2011
BA, Legal Studies
Bryant and Stratton College 2005 — 2007
Associate of Science (A.S.), Paralegal Studies
Troy High School 1991 — 1995
Sierra Investment Management, Inc. August 2015 - Present
Mercer Advisors September 2011 - August 2015
TS Advisory 2005 - 2011
RSF Social Finance 2008 - 2010
Franklin Templeton Investments 1994 - 2004
Fidelity Investments 1993 - 1993
Phoenix Life Insurance Company 1991 - 1992
Lehman Brothers 1989 - 1991
Skills
Portfolio Management, Equity Research, Investments, Private Equity, Equities, Asset Allocation, Investment Strategies, Financial Analysis, Strategy, Finance, Business Planning, Economics, Investor Relations, Asset Managment, Financial Modeling, Alternative Investments, Hedge Funds, Venture Capital, Debt, Capital Markets, Valuation, Managed Futures, Social Entrepreneurship, Project Finance, Asset Management, Fixed Income, Investment Management, Mutual Funds, Due Diligence, Investment Advisory, Securities, Financial Advisory, Series 7, Bloomberg
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
University of Michigan 1985 — 1989
A.B., Economics, Psychology
Saybrus Partners, Inc. October 2009 - Present
Phoenix Life Insurance Company August 2007 - September 2009
New York Life Insurance Compny November 1999 - August 2007
New York Life Insurance Company August 1997 - November 1999
New York Life Insurance Company June 1993 - September 1997
New York Life Insurance Company June 1987 - June 1993
Riverview Savings Bank February 1983 - June 1987
Skills
Estate Planning, Insurance, Retirement, Wealth Management, Sales Management, Sales Recruitment, Mentoring, Agent Training, Public Speaking, Coaching, Life Insurance, Training, Recruiting, Fixed Annuities, Financial Services, Leadership, Business Planning, Financial Advisory, Series 6, Retirement Planning, Series 63, Long-term Care, Mutual Funds, Term Life Insurance
Education
Brigham Young University
Business Finance
The American College
CLU, ChFC, LUTCF
Symetra September 2014 - Present
Symetra May 2012 - August 2014
Jewish Family Service of Metrowest December 2011 - May 2012
uTest November 2009 - May 2012
Metropolitan Life Insurance Company (Life Insurance and Annuities) 1996 - 2009
Metropolitan Life Insurance Company (formerly New England Financial) 1993 - 1996
Sunbelt Systems Concepts Inc 1992 - 1993
Phoenix Life Insurance Company 1989 - 1992
Hanover Insurance 1988 - 1989
Skills
Analysis, Communication, Visio, Application Maintenance..., Root Cause Analysis, Testing, SQL, DB2, JCL, CICS, COBOL, Annuities, Life Insurance, Vantage-One, Debugging, Application Development, Fixed and Variable..., Multitasker, Time Management, Requirements Gathering, Business Req, Functional..., Unit Testing, Integration Testing, User Acceptance Testing, Seeing The Big Picture, Attention To Detail, Persistence, Mainframe, Quality Assurance, Problem Solving, Waterfall, SDLC, Quality Center, TSO, VSAM, Requirements Analysis, Databases, Business Analysis, Documentation, Systems Analysis, Software Quality..., Access, Maintenance & Repair, MS Project, Software Development
Education
Binghamton University
BA
Florida Blue February 2012 - Present
Center for Medicare and Medicaid Services January 2011 - December 2011
Trupro Legal Support Avcollie Law Firm December 2009 - December 2010
University of Connecticut May 2007 - November 2010
University of Connecticut January 2010 - June 2010
Phoenix Life Insurance Company June 2008 - August 2008
Attorney Diane Sauer June 2007 - August 2007
Kangnam University September 2004 - August 2006
Windham Public Schools February 2003 - September 2004
Skills
Insurance Law, Healthcare, Policy Analysis, Business Analysis, Litigation Management, Health Insurance, Insurance, Healthcare Compliance, Healthcare Consulting, Healthcare Industry, Contract Management, Contract Development, Regulatory Strategy, Regulatory Analysis, Regulatory Research, Legal Research, Research, Operations Management, Operations Research, Administrative Law, Legal Writing, Legal Support, Legal Advice, General Insurance, Excel, Word, Outlook, Mac OS X, Windows, Linux, PowerPoint, MS Project, Westlaw, LexisNexis, Editing, Regulatory Risk, Litigation, OS X
Education
The University of Connecticut School of Law 2006 — 2009
Juris Doctorate, Law
Clark University 1999 — 2003
BA, Philosophy
E.O. Smith High School
OptumInsight May 2013 - Present
CIGNA Healthcare March 2012 - April 2013
Alterra Capital Services USA LLC (formerly known as Max Specialty) January 2011 - March 2012
MassMutual Financial Group March 2010 - January 2011
MassMutual Financial Group October 2009 - April 2010
Sagarsoft - USA May 2004 - October 2009
MassMutual Financial Group July 2009 - September 2009
John Hancock February 2009 - May 2009
MassMutual January 2008 - January 2009
Phoenix Life Insurance Company July 2007 - December 2007
Skills
Test Management, Test Automation, Project Planning, Test Planning, QTP, Quality Assurance, Testing, Requirements Analysis, Quality Center, SDLC, Agile Methodologies, System Testing, Regression Testing, Requirements Gathering, Business Analysis, Manual Testing, Software Project..., Integration, .NET, Scrum, Performance Testing, Test Strategy, Oracle, Software Documentation, User Acceptance Testing, LoadRunner, WinRunner, Defect Tracking, Software Quality..., Process Improvement, Business Requirements, Integration Testing, HP Quality Center
Education
University of Bridgeport 2001 — 2003
Master of Science, Mechanical, IT, Robotics, Management
Bangalore University 1994 — 1998
B.E, Mechanical Engineer
Sardar Patel High School 1989 — 1992
highschool, Science and math
Kaminer Financial Group, Ltd September 1982 - Present
Phoenix Life Insurance Company September 1972 - September 1982
Skills
Insurance, Strategic Planning, Property & Casualty..., Commercial Insurance, Health Insurance
Education
City University of New York-Brooklyn College 1953 — 1957
Bachelor of Science (BS), Acounting
City University of New York-Brooklyn College 1953 — 1957
B.S. Accounting, Accounting and Finance
Senior Whole Health July 2013 - Present
Universal Health Care June 2012 - April 2013
Amerigroup Corporation September 2011 - June 2012
CareMore Health Plan September 2010 - September 2011
WellCare March 2006 - May 2010
Phoenix Life Insurance Company March 2005 - March 2006
Skills
Medicare, Medicaid, New Business Development, Forecasting, Salesforce.com, Market Analysis, Health Insurance, Healthcare, Customer Relations, Team Building, Regulatory Requirements, Process Development, Creative Problem Solving, Sales Management, Event Management, Account Management, Budgeting, Business Strategy, Strategy Development, Customer Service, Term Life Insurance, Universal Life, Long Term Care, Sales Operations, Business Process, Budgets, Medicare Part D, Strategic Planning, Strategy, Sales, HMO, Training, Sales Process, Insurance, Management, Selling, Marketing, Sales Presentations, Direct Sales, Process Simulation, Long-term Care, Managed Care, Contract Negotiation, Call Centers, Customer Retention, Cold Calling, Leadership, Recruiting, Data Analysis, CRM
Education
Eastern Connecticut State University 1998 — 2000
Bachelor of Science, Business Communications
Central Connecticut State University 1997 — 1998
Business Communications
Killingly High 1990 — 1994
AXA US April 2015 - Present
AXA US September 2011 - April 2015
AXA Equitable August 2010 - September 2011
Phoenix Life 2007 - 2010
Phoenix Life Insurance Company July 2005 - April 2007
Computer Sciences Corporation December 1999 - July 2005
Skills
SDLC, Vendor Management, Business Analysis, Program Management, PMO, Project Portfolio..., MS Project, Project Management, CRM, Insurance, Strategy, Management, Financial Services, Fixed Annuities, Team Leadership, Life Insurance, Team Management, Mutual Funds, Product Development, Financial Risk
Education
Central Connecticut State University
BS, History
KardasLarson March 2013 - March 2015
Hartford HealthCare August 2011 - December 2012
Connecticut Children's Medical Center February 2008 - August 2011
ESPN 2004 - 2008
Kelly Services 2003 - 2004
Konover & Associates 2000 - 2001
Phoenix Life Insurance Company 1999 - 2000
LEGO Group 1998 - 1999
Cigna August 1983 - April 1998
Skills
Performance Management, HRIS, Employee Relations, HR Strategy, HR Policies, Benefits Administration, New Hire Orientations, ADP Payroll, HR Consulting, PeopleSoft, Human Resources, Talent Management, Personnel Management, Job Descriptions, Workforce Planning, Onboarding
Education
Bay Path College
Bachelor of Science (BS), Busienss
Phoenix Life Insurance Company May 2012 - Present
Phoenix Life Insurance Company March 2011 - April 2012
Phoenix Life Insurance Company July 2005 - April 2011
Phoenix Life Insurance Company July 2005 - March 2011
Phoenix Life Insurance Company June 1979 - July 2005
Skills
Microsoft SQL Server, Employee Benefits, Performance Management, Vendor Management, Insurance, Change Management, Coaching, Software Documentation, HRIS, Deferred Compensation, Human Resources
Education
Central Connecticut State University 1980 — 1984
IntegrateDelivery, Inc. October 2014 - Present
Computer Sciences Corporation June 2010 - Present
CSC April 2008 - July 2010
Phoenix Life Insurance Company 2009 - 2010
Covansys September 2005 - April 2008
Covansys August 2004 - August 2005
Covansys February 2004 - August 2004
Covansys August 2002 - January 2004
Covansys August 2001 - August 2002
Covansys August 2000 - July 2001
Skills
SDLC, Data Warehousing, DB2, Requirements Analysis, Oracle, ETL, Data Modeling, Unix, SQL, COBOL, JCL, CICS, Teradata, Mainframe, Project Management, Software Project..., Shell Scripting
Education
IBM 2009 — 2009
IBM Certified Solution Developer WebSphere IIS DataStage Enterprise Edition V7.5, DataStage
Teradata 2009 — 2009
Teradata Certified Professional, Teradata
Bharathiar University 2001 — 2003
MCA, Master of computer applications
National Institute of Information Technology 1998 — 2000
Computer Diploma, computer science applications
University of Madras 1997 — 2000
•Bachelor of Science, Computer science
The Hartford September 2012 - Present
C.M.Smith Agency, Inc September 2009 - September 2012
Phoenix Life Insurance Company June 2005 - November 2009
Bolvin Wealth Managment July 2004 - June 2005
ING September 2002 - June 2004
Skills
Series 6, Series 63, Life & Health Insurance..., Customer Service, Health Care Reform, Manage client..., Variable Annuities, Fixed Annuities, Retirement Planning, Group Insurance, Marketing Strategy, Employee Benefits, Disability Insurance, Life Insurance, Marketing Communications
Education
Bucknell University 1998 — 2002
BSBA, Management
Henderson Global Investors May 1992 - Present
Phoenix Life Insurance Company May 1992 - April 1999
Westford Real Estate Management, LLC March 1986 - May 1992
Skills
Asset Management, Portfolio Management, Investments, Real Estate, Real Estate Investment, Valuation, Investment Properties, Alternative Investments, Real Estate Development, Real Estate Transactions, Disposition, Real Estate Economics
Education
Central Connecticut State University
BS
Baystate Health November 2010 - Present
Phoenix Life Insurance Company 2004 - November 2010
Phoenix Life Insurance Company 2003 - 2004
Phoenix Life Insurance Company 2002 - 2003
Phoenix Investment Partners 1999 - 2002
Travelers Investments 1997 - 1999
Shawmut Bank 1991 - 1997
Cigna 1982 - 1991
CG\Aetna 1973 - 1982
Skills
Databases, Vendor Management, SQL, Database Design, Management, Project Planning, Technical Support, Outsourcing, Information Security, SDLC, Disaster Recovery, Information Technology, Visio, Data Warehousing, Database Administration, Business Analysis, Microsoft SQL Server, Requirements Analysis, ETL, Software Documentation
Education
Boston University Project Management Institute Certificate Program 2004 — 2004
Project Management
Central Connecticut State University 1970 — 1973
AS, Secretarial Science
Wethersfield High School
various South Florida locations January 2010 - Present
wHealthCare Insurance Solutions January 2009 - Present
Phoenix Life Insurance Company December 2007 - June 2009
WealthCare Insurance Solutions December 2005 - November 2007
AXA Advisors June 2003 - November 2005
Charter School Solutions December 2000 - June 2003
American Express Financial Advisors December 2002 - May 2003
Charter Schools USA June 1999 - November 2000
Barry University September 1996 - May 1999
Calin Tellez Consulting June 1996 - May 1999
Education
St. Thomas University School of Law 2009 — 2010
Master of Laws, Intercultural Human Rights
Cornell Law School 1975 — 1979
Juris Doctor & Master in Business Administration, Joint Law and Graduate Business Program
Temple University 1972 — 1975
BA, Liberal Arts - Hispanic Studies
University of Michigan 1970 — 1972
Liberal Arts
John F. Kennedy High School 1968 — 1970
College Prep, Honors
Lightstone Group September 2013 - Present
bk / consult, llc February 2013 - September 2013
UBS Financial Services December 2011 - February 2013
Cembra Financial Group, LLC February 2010 - December 2011
Phoenix Life Insurance Company 2002 - 2009
Universal Financial Consultants 2004 - 2005
MFS Investment Management 2000 - 2001
Delaware Investments 1997 - 2000
UBS 1991 - 1997
Skills
Leadership, Fixed Annuities, Insurance, Life Insurance, Investments, Sales Operations, Public Speaking, Series 7, Series 24, Series 63, Series 65, Colorado Life, Health &..., Retirement, Retirement Planning, 401k, Variable Annuities, Asset Allocation, Alternative Investments, Investment Advisory, Sales Management, Relationship Management, Financial Services, Portfolio Management, Estate Planning, Financial Advisory, Strategic Financial..., Mutual Funds, Finance, Financial Planners, Wealth Management, Long-term Care, Securities
Education
Colorado State University 1971 — 1976
BS, Biological & Physical Sciences
University of Wyoming College of Law
LPL Financial 2012 - Present
Strategic Wealth Management, LLC December 1999 - Present
MetLife Financial Services March 2002 - August 2005
Phoenix Life Insurance Company March 1997 - December 1999
Phoenix Life Insurance Company March 1994 - March 1997
Transamerica Reinsurance March 1992 - March 1994
Education
Cameron University 1982 — 1984
Accounting
University of Central Oklahoma 1981 — 1982
Accounting
Jacobson Associates, Inc. March 2010 - Present
Phoenix Life Insurance Company January 2004 - January 2009
The Phoenix Companies 2004 - 2009
Phoenix Life Insurance Company January 1998 - January 2004
Phoenix Life Insurance Company January 1991 - January 1998
Skills
Insurance, Life Insurance, Employee Benefits, Long-term Care, Disability Insurance, Estate Planning, Investment Strategies, Executive Pay, Fixed Annuities, Underwriting, Retirement Planning, Term Life Insurance, Retirement, Financial Planners, 401k, Series 63
Education
Allegheny College 1979 — 1984
BA, History
Friends Select School 1973 — 1979
PHOENIX LIFE INSURANCE December 2003 - June 2009
Phoenix Life Insurance Company December 2003 - June 2009
Phoenix Life Insurance Company 2003 - 2009
LINCOLN NATIONAL LIFE INSURANCE COMPANY / Cigna January 1990 - January 2003
cont'd January 1990 - January 2003
Skills
Life Insurance, New Business Development, Marketing, Underwriting, Employee Training, Hands-on Training, Retirement Planning, Workshop Facilitation, Seminar Marketing, Customer Service
Education
Mission College, Santa Clara 2014 — 2016
Associate's Degree, Business Administration, Management and Operations
Adult Community Education 2010 — 2011
Accounting
Life Office Management Association 1993 — 1997
Insurance
CT School of Broadcasting 1995 — 1996
Broadcasting & Communications, Communications, Broadcast Journalism, Radio and Television Productions
Asnuntuck Community College 1991 — 1991
English
ISO New England June 2013 - Present
ISO New England June 2011 - May 2013
CIGNA 2009 - June 2011
The Phoenix Companies 2005 - 2008
The Phoenix Companies 2001 - 2005
Phoenix Life Insurance Company 1998 - 2001
United Healthcare 1996 - 1998
Travelers Insurance 1993 - 1996
Monarch Life Insurance Company 1992 - 1993
Computer Sciences Corporation 1991 - 1992
Skills
Data Governance, Data Warehousing, Data Analysis, Database Design, Cognos, Cognos ReportNet, Oracle SQL, PL/SQL, COBOL, SQL Server, SQL, Data Modeling, MS Project, MS Office tools, Presentation Development, Process Improvement, Business Intelligence, Cognos Report Studio, MS Access, ETL, Oracle Administrator, Visual Studio, Transact-SQL, Software Project..., Microsoft SQL Server, Software Documentation, DB2, Oracle, Software Development, Access, Microsoft Office, OLAP, Crystal Reports
Education
American International College 1985 — 1989
Bachelor, Management Information Systems
Sound Physicians September 2015 - Present
Elms College July 2015 - Present
Phoenix Life Insurance Company June 2015 - September 2015
Moriarty & Primack January 2013 - May 2015
Pro Shop Operations March 2012 - September 2012
Sales Rep October 2011 - February 2012
Skills
Communication, Customer Service, Determined to Succeed, Competitive, Charismatic Leadership, Team Leadership, Time Management, Goal Oriented, QuickBooks, Accounting, Tax Preparation, PowerPoint, Microsoft Word, Microsoft Excel, Tax, Highly personable, Outlook, Teamwork, Financial Accounting, Bookkeeping, Microsoft Office, Financial Analysis, Spreadsheets, Balance, Preparation, Bank Reconciliation, Event Planning, Accounting Applications, Profx, Data Entry, Tax Accounting, CCH Intelliconnect, Journal Entries, Corporate Tax, TValue, Sales, Consolidated Returns, Pass-through Entities, Partnership Tax Returns, Individual Returns, Federal, Multi-state tax returns, CCH, Account Reconciliation, CCH ProSystem fx, Taxation of Trusts, Tax Software, Management, Public Speaking, Marketing
Education
College of Our Lady of the Elms 2013 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
College of Our Lady of the Elms 2011 — 2014
Bachelor of Business Administration (BBA), Accounting
Pfeiffer University 2009 — 2010
Sports and Exercise
Confidential Client March 2014 - Present
EO Smith High School November 2005 - Present
Protedyne August 2013 - March 2014
Crunchtime March 2013 - June 2013
Confidential Client September 2012 - March 2013
Mohegan Sun March 2010 - September 2012
United Nations July 2009 - September 2009
General Dynamics AIS November 2008 - May 2009
Phoenix Life Insurance Company May 2008 - July 2008
ING February 2008 - May 2008
Skills
SOA, ESB, Spring, Web Development, Project Management, Internet Security, Enterprise Architecture, Identity Management, GWT, SDLC, Apache Camel, Apache CXF, HTML5, Responsive Design, ERP, Business Intelligence, Web Services, Databases, Web Applications, Enterprise Software, Security, Java, Architecture, Program Management, Scrum, Gigaspaces, Software Engineering, CRM, SaaS, E-commerce, Java Enterprise Edition, Tomcat, Requirements Analysis, REST, SOAP, XML, Solution Architecture, Software Project..., Application Architecture, UML, Agile Methodologies
Education
MULESoft Training 2012 — 2012
MULE ESB
CPI 1978 — 1979
Computer Programming
Doane College 1970 — 1974
BA, Art/English/Education
Metamatrix
Metamatrix Training
Hard Knocks
Hard Knocks
Hard Knocks
HardKnocks
Slalom Consulting October 2013 - Present
Mooreland Hill School March 2014 - Present
MassMutual Financial Group April 2011 - 2013
Cognizant Technology Solutions April 2010 - April 2011
iPipeline October 2009 - May 2010
Phoenix Life Insurance Company September 2006 - July 2009
Phoenix Life Insurance Company January 2005 - September 2006
Phoenix Life Insurance Company October 2002 - January 2005
Ernst & Young November 2000 - October 2002
IBM November 1996 - November 2000
Skills
Cross-functional Team..., Program Management, Business Analysis, Leadership, Management Consulting, Business Process, Requirements Analysis, Process Improvement, Project Portfolio..., Strategy, Integration, Vendor Management, Management, Project Management, Business Transformation, Enterprise Software, PMO, Strategic Planning, Team Management, Consulting, Governance, Operations Management, Project Delivery, Training, Team Building, Project Planning, Agile Methodologies
Education
Wesleyan University 1987 — 1991
BA, Economics
Choate Rosemary Hall 1984 — 1987
Mooreland hill School
Synechron December 2014 - Present
Book 2014 - 2015
LIMRA International March 2010 - November 2014
LIMRA July 1998 - November 2014
AMS Windsor, CT April 1997 - July 1998
Phoenix Life Insurance Company January 1994 - April 1997
Toucan (Division of Queue, Inc April 1992 - November 1993
Skills
SharePoint, Project Management, Process Improvement, Testing, Microsoft SQL Server, Strategic Planning, Requirements Analysis, Troubleshooting, Insurance, Training, Change Management, Business Analysis, SQL, Analysis, Problem Solving, Programming, Microsoft Word, Microsoft Excel, PowerPoint, Access, Quality Assurance, Data Analysis, Vendor Management, Team Leadership, Program Management, Management, Leadership, Agile Methodologies, Certified Scrum Master..., Release Management, Rally
Education
ScrumMaster Training 2013 — 2013
National Training Seminars 2012 — 2013
Leadership, communication, and team building
SNEC-PMI 2011 — 2011
Bay Path College 2009 — 2011
MBA, Entrepreneurial Thinking and Innovative Practices
Central Connecticut State University 1986 — 1990
BA, English/Journalism
Allstate Financial Services June 2011 - Present
Saybrus Partners 2009 - 2011
Phoenix Life Insurance Company 2006 - 2010
Allstate 2000 - 2003
The Gormly Company 1998 - 2000
New York Life Insurance Company 1996 - 1998
Skills
Insurance, Fixed Annuities, Life Insurance, Long-term Care, Retirement, Retirement Planning, Leadership, Estate Planning, Mutual Funds, Financial Services, Homeowners, Finance, Wealth Management, Recruiting, Series 7, Investments, Series 6, Term Life Insurance, 401k, Universal Life, Disability Insurance, Series 63
Education
Baylor University 1993 — 1996
BBA, Entrepreneurship and Finance
Phoenix Life Insurance Company January 2005 - Present
Moore Medical/McKesson Corp. March 2003 - January 2006
Optasite, Inc. October 2002 - March 2003
Ames Department Stores, Inc. November 1997 - October 2002
Education
Central Connecticut State University
Bachelor of Science Degree, Human Resources Management
Tunxis Community College
Associate of Science Degree, Business Administration
Grafton Healthcare Solutions August 2014 - Present
McFarlane & Associates August 1982 - Present
McFarlane & Associates August 1986 - September 2011
Phoenix Life Insurance Company May 1995 - March 2010
Northwestern Mutual August 1982 - July 1986
Skills
Business and Estate..., Expert with Impaired..., EGWP Specialist, Succession Planning, Negotiation, Product Development, Creative Problem Solving, Underwriting, Disability Insurance, Buy-sell Agreements, Operating Agreements, Insurance, Reinsurance, Executive Benefits, Estate Planning, Executive Pay, Foriegn National Life..., Employee Benefits, Risk Management, Life Insurance, Wealth, Retirement, Business Planning, Fixed Annuities, Wealth Management, Term Life Insurance, Securities, Retirement Planning, Long-term Care, Financial Advisory, 401k, Series 6, Financial Planners, Mutual Funds, Series 63, Universal Life, Pensions, Series 7, Whole Life, Variable Annuities, Investment Advisory, Strategic Financial..., Wealth Management..., Brokers, Health Insurance, Asset Allocation, Financial Services, Finance, Financial Risk, Investments
Education
The Strategic Coach 2006 — 2009
Entrepreneurial and Small Business Operations/ Time Management
Illinois State University 1980 — 1983
Economics
College of DuPage 1978 — 1980
AA, General educaiton
Phoenix Life Insurance Company January 2012 - Present
Lloyds Banking Group September 2011 - December 2011
Phoenix Life Insurance Company June 2011 - August 2011
Lloyds Banking Group January 2011 - April 2011
Education
Columbia University in the City of New York 2010 — 2011
University of Virginia 2007 — 2010
BA, Mathematics, Economics
Beijing No. 171 High School
Cornerstone Consulting Group, LLC January 2014 - Present
Insurance Management Consultants, LLC September 2005 - December 2013
Phoenix Life Insurance Company January 1987 - August 2005
Skills
Wealth, Life Insurance, Management, Business Planning, Tax, Trusts, Strategic Financial..., Estate Planning, Insurance
Education
Cleveland State University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting, Magna Cum Laude
Cuyahoga Community College
Lakeland Community College
Grace Church School August 2012 - Present
JBFCS August 2008 - Present
Jewish Board of Family and Children's Services August 2008 - August 2012
Update Legal (Prudential Equity Group) December 2005 - August 2008
Update Legal December 2005 - August 2008
Phoenix Life Insurance Company May 2003 - July 2005
Phoenix Life Insurance Company May 2003 - July 2005
Phoenix Life Insurance Company April 2002 - May 2003
Phoenix Life Insurance Company April 2002 - May 2003
Wall Street Reporter Magazine 2000 - 2001
Education
Hunter College 2011 — 2017
Philosophy
HUNTER COLLEGE
New York University
Theatre
New York University
FM Global July 2014 - Present
FM Global July 2010 - June 2014
Tucker Wealth Management, LLC May 2004 - July 2010
Phoenix Life Insurance Company October 1994 - May 2004
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Insurance, Customer Service, Strategic Planning, Budgets, Management, Risk Management, Team Building
Education
Lewis University 2014 — 2015
Bachelor of Arts (BA), Organizational Leadership
College of DuPage 2000 — 2001
Chemisty, Microbiology, Nutrition
McHenry County College 1992 — 1994
General Studies
Maine West High School 1982 — 1986
State of Connecticut - Office of the State Comptroller 2010 - Present
Central Connecticut State University 2009 - Present
Gateway/Tunxis Community College January 2010 - December 2011
Literacy Volunteers of Central CT, Inc. 2009 - 2011
Gateway Community College 2009 - 2010
Kelly Educational Service 2009 - 2010
The Segal Company 2001 - 2008
Phoenix Life Insurance Company 1998 - 2001
Education
Central Connecticut State University
M.A.
Eastern Connecticut State University
B.S.
LinkedIn Classes
Southington High School
High School Diploma
Pratt & Whitney January 2010 - August 2011
Pratt & Whitney June 2006 - January 2010
MetLife July 2005 - March 2006
Travelers Life & Annuity July 2004 - June 2005
Phoenix Life Insurance Company April 1999 - May 2004
American Skandia (now Prudential Financial) January 1998 - April 1999
Wiggin and Dana LLP April 1995 - December 1997
Skills
Corporate Governance, Legal Research, Securities, Legal Writing, Compliance, Securities Regulation, Litigation, Continuous Improvement, Insurance Regulatory, Business Continuity..., Insurance Law, Customer Satisfaction, Insurance, Corporate Law, Mutual Funds, Document Review, Litigation Support, Financial Services, Due Diligence, Trade Secrets, Commercial Litigation, Legal Compliance, Process Improvement, Westlaw, Lexis, Licensing, Legal Documents, Legal Assistance, Civil Litigation, Notary Public, Legal Issues
Education
College of Our Lady of the Elms 1991 — 1994
BA, Paralegal Studies
Bay Path University 1990 — 1991
1st Year of AA, Paralegal Studies
Progressive Insurance October 2006 - Present
Covansys October 2003 - October 2006
Covansys May 2002 - September 2003
Sony BMG November 2001 - April 2002
eFunds July 2000 - October 2001
Phoenix Life Insurance Company February 1999 - July 2000
Mastech November 1997 - December 1998
ONGC June 1987 - October 1997
Skills
COBOL, DB2, Requirements Analysis, Mainframe, JCL, Requirements Gathering, Systems Analysis, ETL, CICS, PL/SQL, Microsoft SQL Server, Quality Center, Integration, Testing, VSAM, XML, IBM Mainframe, Oracle
Education
Carnegie Mellon University 2010 — 2010
Certificate, Software Architecture
MS University 1989 — 1990
•Post Graduate Diploma in Computer Management, Computers Management
Garhwal University 1983 — 1985
Masters, Physics
Reinsurance Group of America, Incorporated September 2015 - Present
MassMutual Financial Group May 2000 - September 2015
Sun Life Financial 1995 - May 2000
Phoenix Life Insurance Company 1990 - 1995
Skills
Insurance Medicine, Cardiology, Insurance, Risk Management, Strategy, Process Improvement, Underwriter training, Medical Manual..., Microsoft Office
Education
Baystate Medical Center, Springfield, MA 1986 — 1988
Fellowship in Cardiovascular Diseases
St. Francis Hospital, Hartford, CT 1983 — 1986
Internal Medicine Residency Program
The University of Connecticut School of Medicine 1981 — 1983
Doctor of Medicine (M.D.), Medicine
Stony Brook University 1979 — 1981
Medicine
Canisius College 1975 — 1979
Bachelor of Arts (B.A.), Biology, General
Prudential Financial August 2014 - Present
Phoenix Life Insurance Company June 2013 - August 2013
Deloitte January 2013 - March 2013
The Witkoff Group May 2011 - December 2011
Fordham University Office of Residential Life November 2009 - December 2011
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Event Planning, Spanish, Public Speaking, Facebook, Social Media, Social Networking, Data Analysis, Outlook
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (M.S.), Actuarial Science
Fordham University 2008 — 2012
Undergraduate, Economics and Engineering Physics
Conning Asset Management October 2001 - Present
Phoenix Life Insurance Company October 1991 - October 2001
People's United Bank January 1986 - October 1991
Skills
Fixed Income, Bloomberg, Bonds, Asset Allocation, Asset Management, Alternative Investments, Equities, Portfolio Management, Investments, Quantitative Finance, Securities, SVO-NAIC, Investment Strategies, Investment Management, Insurance, Hedge Funds
Education
Ashford University 2013 — 2014
Master's degree, Organizational Management with a concentration in international business management
University of Hartford 2001 — 2011
Bachelor of Arts (B.A.), Business Administration and Management
Lincoln Financial Distributors July 2015 - Present
National Life Group January 2015 - July 2015
Phoenix Life Insurance Company January 2010 - October 2014
Legacy Financial Group, LLC / MassMutual December 2008 - January 2010
Prudential Financial January 2008 - November 2008
MML Investors, Inc June 2003 - September 2007
Commonwealth Financial Network 2003 - 2004
Allmerica Financial 1997 - 2003
Skills
Series 7, Series 24, Series 63, Relationship Management, Project Management, Investments, Asset Managment, Financial Services, Life Insurance, Asset Management, Management, Fixed Annuities, Leadership, Insurance, Mutual Funds, Retirement Planning, Retirement, Finance, Strategy, Process Improvement, Securities, Risk Management, Financial Planning, Brokerage, Suitability, Operations Management, Sales, Sales Operations
Education
Nichols College 2003 — 2005
MBA, Business
Becker College 2002 — 2003
BSBA, Management
University of Connecticut 1986 — 1989
Electrical Engineering
FREY at MBO Partners August 2010 - Present
CSC September 2008 - September 2010
QinetiQ North America January 2002 - August 2008
First Virginia Services Inc November 2000 - December 2001
Phoenix Life Insurance Company June 1998 - June 2000
US Postal Service October 1985 - June 1998
Skills
Business Analysis, SDLC, ITIL, Enterprise Architecture, IT Strategy, PMP, SharePoint, PMO, Requirements Analysis, Program Management, Information Assurance, Integration, Security, Cloud Computing, Vendor Management, IT Management, Leadership, Architecture, Solution Architecture, Data Center, Disaster Recovery, Information Technology, Visio, System Deployment, Software Project..., IT Service Management, Business Process, Business Intelligence, Software Development, Project Portfolio..., SOA, Data Warehousing, Agile Project Management, Agile Methodologies, Requirements Gathering, Systems Analysis, CMMI, Business Process..., Governance, Enterprise Software, Data Modeling, Databases, Software Documentation
Education
Capella University 2010 — 2013
Doctor of Philosophy (PhD), Information Technology
University of Maryland University College 2005 — 2008
MS, Information Technology
State University of New York at Brockport 1985 — 1987
BS, English, Education
CV
Phoenix Life Insurance Company November 2007 - Present
Phoenix Life Insurance Company February 2005 - December 2007
Presbyterian Healthcare Services November 2003 - December 2004
Presbyterian Healthcare Services June 2001 - November 2003
Massey Enterprises March 1999 - March 2001
RK Chevrolet December 1997 - September 1998
Skills
Insurance, Lotus Notes, Contractual Agreements, File Management, Outlook, Customer Service, Budgets, Administrative..., Project Management, Database Administration, Procurement, Office Management, Training, Program Management, Management, Marketing, Sales
Education
Blackstone Career Institute 2010 — 2011
Paralegal Diploma, Paralegal
Bay Path University 1987 — 1989
Associates, Executive Secretary
Bay Path University
Bachelor's degree, Legal Studies, General
Enfield High School
High School Diploma, Administrative Assistant and Secretarial Science, General
Prudential Financial January 2013 - Present
The Hartford January 2010 - Present
Phoenix Life Insurance Company April 2002 - January 2010
Transamerica November 1991 - April 2002
Skills
Marketing, Training, Territory Management, Risk Management, Life Insurance, Team Building, Wealth Management, Universal Life, Leadership, Insurance, Coaching, Selling, Sales Management, Management, Sales
Education
Baylor University - Hankamer School of Business 1982 — 1986
BBA, Finance/Insurance
Cooperative Systems, Inc. November 1993 - Present
Micro Networks 1991 - 1993
Otis Elevator 1989 - 1991
Phoenix Life Insurance Company 1987 - 1989
Skills
Small Business, Consultative Selling, Microsoft Office, Server Architecture, Certified Novell..., Cloud Applications, Cloud Security, Private Cloud, Cloud Storage, Hybrid Cloud, Cloud Computing, Educational Technology, Healthcare Information..., Credit Unions, Information Security, Cyber-security, Cybercrime, CRM Integration, Microsoft Exchange, Web Applications, Web Design, SEO, SEO Audits, Managed Services, Managed Security..., Selling, Strategic Partnerships, Strategic Planning, Management Consulting, Information Technology, Customer Service, Leadership, Management, Network Security, Consulting, Storage, Virtualization, Sales Management, Process Improvement, Networking, IT Service Management, Account Management, Outsourcing, New Business Development, SaaS, Business Development, Active Directory, Sonicwall, Sales
Education
Babson College 1981 — 1985
BS, Entrepreneurial Studies & Finance
Conard High School
The Hartford Insurance Group 2008 - Present
Ceridian December 1998 - December 2008
Phoenix Life Insurance Company December 1996 - March 1998
Travelers Insurance November 1990 - December 1996
American Honda Motor Company, Inc. June 1984 - April 1988
Skills
SQL, Change Management, HRIS, Business Analysis, Process Improvement, Vendor Management, Microsoft SQL Server, Requirements Analysis, System Design, Data integraton, SDLC, Visio, Requirements Gathering, SharePoint, Software Project..., Enterprise Architecture
Education
Bay Path University
Bachelors, Information Technology
Community Health Center September 2014 - April 2015
RBC Wealth Management May 2014 - September 2014
Town of Manchester, Senior, Adult and Family Services September 2013 - April 2014
Poulin Wealth Management March 2012 - June 2013
ING July 2010 - January 2012
Phoenix Life Insurance Company December 2005 - January 2009
Phoenix Investment Partners, Ltd February 2005 - November 2005
Western Reserve Life of Ohio January 2000 - August 2000
PaineWebber May 1998 - August 1999
The Hartford Life Insurance Company August 1996 - March 1998
Skills
Case Management, Crisis Management, Cognitive Therapy, Psychotherapy, Social Support, Mutual Funds, Leadership, Project Management, Fixed Annuities, Securities, Investments, Financial Services, Asset Management, Customer Service, Office Administration
Education
University of Connecticut 2013 — 2015
Master of Social Work (M.S.W.), Case Work
Bay Path University 2008 — 2009
Master of Business Administration, Entrepreneurship and Innovative Business Practices
University of Massachusetts, Amherst 1994 — 1996
Bachelor of Science, Natural Resource Economics
Phoenix Life Insurance Company 2014 - Present
Phoenix Life Insurance Company June 2013 - August 2013
Skills
Microsoft Office, Stata, Bilingual-English/Spanis..., Minitab, People-oriented, SPSS, Actuarial Science, Statistics, Access, Event Planning, Eviews, Data Analysis, Critical Thinking, Econometrics, Mathematica, Maple, SAS
Education
Bryant University 2010 — 2014
Actuarial Mathematics and Applied Economics
Bryant University 2010 — 2014
Bachelor of Science (B.S.), Actuarial Science and Applied Economics
Healthfirst May 2014 - Present
Tribune Company June 2011 - May 2014
New Opportunities, Inc. May 2008 - June 2011
Phoenix Life Insurance Company October 2007 - March 2008
Citi December 2006 - October 2007
Education
American International College
Bachelor of Business Administration (B.B.A.), Accounting
Capital Community College
Phoenix Life Insurance Company February 2011 - Present
Phoenix Life Insurance Company August 2007 - Present
Home Goods 2006 - 2007
Pinnacle Consulting February 2005 - February 2006
Travelers July 2000 - January 2004
Skills
Coaching, Succession Planning, Negotiation, Performance Management, Leadership Development, learning mandarin..., Volunteer Recruiting, Corporate Recruiting, Employee Relations, Talent Management, Strategy, Leadership, Training, Recruiting, Human Resources, Mandarin, Management, Employee Benefits, Employee Engagement, Organizational..., Program Management, Talent Acquisition
Education
Eastern Connecticut State University 2008 — 2011
MS, Organizational Management
Central Connecticut State University 1981 — 1986
Bachelor of Science, Human Resource Management
FirstMerit Bank July 2014 - Present
Midwest Bank & Trust Company (now part of FirstMerit Bank) November 2009 - Present
American Realty Advisors August 2008 - January 2009
Ennis Knupp + Associates June 2007 - July 2008
Equity Office January 2004 - April 2007
Equity International Properties, Ltd November 1998 - November 2003
Amerin Guaranty Corporation September 1997 - September 1998
Phoenix Life Insurance Company 1995 - 1996
Skills
Asset Managment, Investments, Research, Market Research, Asset Management, Analytics, Loans
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
M.B.A., Real Estate Finance and Investment
Trinity College-Hartford 1992 — 1996
B.A., Economics
Mother McAuley Liberal Arts High School
AXA US June 2014 - Present
Phoenix Life Insurance Company May 2013 - June 2014
AXA Equitable July 2007 - May 2013
Hartford Life December 2005 - July 2007
ING October 1996 - November 2005
Skills
Actuarial Science, Life Insurance, Product Development, SDLC, Insurance, Underwriting, Business Analysis, Business Requirements, VBA, Project Management, Project Portfolio..., Business Architecture, Requirements Gathering, Requirements Analysis, Financial Services, User Acceptance Testing, Visio, PMO, Business Process, IT Strategy, Project Delivery, Quality Center, SQL, Leadership, Siebel, TrueComp, Quickr, Visual Basic 5.0/6.0, Software Documentation, Business Process..., Project Planning, Portfolio Management, Governance, CMMI, Testing, Program Management, Software Development, Access, MS Project, Systems Analysis, PMP, Risk Management, Management, Process Improvement, Enterprise Architecture, Business Intelligence, Resource Management, Data Warehousing, Analysis, Integration
Education
Wesleyan University 1995 — 1997
MA
Dartmouth College 1991 — 1995
Bachelor of Arts (B.A.)
valley regional high school 1987 — 1991
High School Diploma
RS Investments January 2008 - Present
Phoenix Life Insurance Company 2005 - 2008
MassMutual 2000 - 2005
Skills
Mutual Funds, Investments, Portfolio Management, Series 6, Series 63, CFA
Education
College of the Holy Cross 1996 — 2000
Mathematics and Premedical
Travelers January 2011 - Present
The Phoenix Companies January 2001 - January 2011
Phoenix Life Insurance Company 2001 - 2009
PwC Consulting January 1999 - January 2001
Aetna April 1981 - December 1998
Skills
Vendor Relations, Consultancy Services, Vendor Management, PMO, Quality Assurance, IT Management, Management Consulting, Business Analysis, Business Intelligence, Consulting, Data Warehousing, Information Technology, Insurance, Leadership, Oracle, Project Delivery, Software Development, Strategy
Education
Rensselaer Polytechnic Institute at Hartford 1987 — 1989
Masters in Business
Adelphi University 1977 — 1980
BBA, Finance
University of Vermont 1976 — 1977
Education
Ryder 2008 - Present
PRC 2004 - 2007
Tiffany & Co 2001 - 2004
Avaya 1998 - 2001
Academic Management Services 1996 - 1998
Phoenix Life Insurance Company 1989 - 1996
Skills
Project Management, Vendor Management, Call Center, Avaya, Telecommunications, VoIP, Process Improvement, PMP, Troubleshooting, Disaster Recovery, Telephony, Contact Centers
Education
Community College of Rhode Island
Fiduciary Benchmarks 2011 - Present
MassMutual Financial Group 2008 - 2009
The Hartford Insurance Group 2005 - 2008
Phoenix Life Insurance Company 2002 - 2004
American Skandia 1995 - 2002
MetLife 1994 - 1995
Toys R Us 1992 - 1994
Lakeland Savings Bank 1987 - 1992
Skills
Account Management, Sales Management, Fixed Annuities, New Business Development, Sales, Strategy, Management, Training, Start-ups, Project Management, Mutual Funds
Education
Bloomsburg University of Pennsylvania
Bachelor of Science, Business Administration/Management
Bay Path University September 2007 - Present
Center for Human Development August 2004 - December 2011
Sun Life Financial June 2007 - September 2007
Genworth Financial April 2001 - June 2007
GE Financial Assurance Company April 1999 - April 2001
The Phoenix Companies April 1995 - January 1999
Phoenix Home Life January 1991 - January 1995
Phoenix Mututal January 1989 - January 1991
Phoenix Life Insurance Company 1988 - 1989
Skills
Event Planning, Problem Solving, Budgeting, Event Management, Mentoring, Word, PowerPoint, Strategic Planning, Excel, Microsoft Office, Customer Relations, Social Media, Microsoft Excel, Budgets, Customer Service, Management, Program Management, Public Speaking, Public Relations, Time Management, Strategy
Education
Bay Path University 2000 — 2004
B.S., Business, Executive Management
Wells College 1981 — 1982
Goodwin College August 2013 - Present
Goodwin College August 2013 - Present
Goodwin College August 2013 - Present
Sanford Brown College January 2011 - July 2013
LEGO Systems, Inc. April 2010 - November 2010
Charter Oak Health Center July 2008 - June 2009
Travelers Insurance January 2007 - December 2008
Phoenix Life Insurance Company April 2001 - December 2007
Aetna US Healthcare February 2000 - April 2001
Travelers Life & Annuity June 1996 - December 1999
Skills
Recruiting, Talent Management, Employee Relations, Performance Management, Talent Acquisition, Organizational..., Training, Team Building, Healthcare, Personnel Management, Sourcing, Employee Benefits, Management, Human Resources, Coaching, Workforce Planning, Leadership, HR Policies, Career Development
Education
Rensselaer Polytechnic Institute at Hartford 1996 — 1999
MS, HR management
Central Connecticut State University 1978 — 1980
MS, Guidance and Counseling
Phoenix Life Insurance Company 2010 - Present
Axsys Technologies 2009 - 2009
Metropolitan Life Insurance Company 2006 - 2008
Metropolitan Life Insurance Company 2004 - 2006
Metropolitan Life Insurance Company 2003 - 2004
American Skandia 2002 - 2003
PricewaterhouseCoopers 1998 - 2002
Skills
Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, SEC filings, Change Management, Finance, Internal Controls, Insurance, Process Improvement, Risk Management, Strategic Financial...
Education
Bentley University
Bachelor of Science, Accountancy / Minor Computer Information Systems, Accounting
MassMutual Financial Group February 2014 - Present
USI Securities, Inc. February 2003 - February 2014
Phoenix Life Insurance Company / WS Griffith Securities, Inc. July 1999 - February 2003
Phoenix Life Insurance Company July 1995 - July 1999
Shawmut Bank, N.A. March 1990 - July 1995
Education
College for Financial Planning 2008 — 2010
CFP Certification Professional Education Program
Isenberg School of Management, UMass Amherst 1997 — 1998
MBA, Business Administration
St. Hyacinth College & Seminary (Granby, MA) 1985 — 1989
BA, Philosophy (Minor in Theology and English)
Boy Scouts of America 1982 — 1982
Eagle Scout
Phoenix Life Insurance Company May 2013 - Present
Penn Mutual June 2005 - May 2013
Penn Mutual April 2001 - June 2005
Penn Mutual December 1999 - April 2001
Penn Mutual March 1998 - November 1999
Skills
Insurance, Financial Reporting, Reinsurance, Accounting, General Ledger, Claim, Outlook, Internal Controls, Account Reconciliation, Microsoft Office 2007, Adobe Acrobat, PowerPoint, Microsoft Office, Cognos, TAI Reinsurance System, Claims, SQL Server Management..., Clarity, Confluence, Atlassian JIRA, Microsoft Access, Reconciliation, Word, Excel, AWD, Derivatives, PeopleSoft
Education
University of Phoenix 2004 — 2007
Master, Business Administration/Accounting
Drexel University 1995 — 1997
Bachelor of Science, Business Administration; Operations Management
MARA Community College 1993 — 1995
Diploma, Business Admin
Retired and enjoying Life. May 2014 - Present
The Hartford June 2004 - May 2014
The Hartford Insurance Co 2004 - May 2014
The Hartford 2004 - May 2014
The Hartford 2004 - May 2014
The Hartford Insurance Group 2004 - May 2014
Hartford Life 2004 - 2014
Phoenix Life Insurance Company 2000 - 2003
Oxford Health Plans 1995 - 1998
Aetna 1982 - 1995
Skills
Program Management, Project Delivery, Re-engineering, PMO, Budgeting, Analysis, Healthcare, Rollout, Annuity, Risk Mitigation, General Insurance, Project Planning, Risk, MS Project, Insurance, Requirements Analysis, Vendor, RFP, Integration, Team Management, Vendor Management, Project Plans, Change, Contract Negotiation, Portfolio Management, Strategic Planning, Product Development, Change Management, Testing, Process Development, Resource Management, Benefits, SDLC, Project Portfolio..., Process Engineering, Process Improvement, Business Analysis, Requirements Gathering, Business Process..., Business Requirements, Risk Management, PMP
Education
Central Connecticut State University 1968 — 1970
Bachelor of Arts (B.A.), Mathematics
Manhattanville College
2 years, French Language and Literature
State Farm January 2009 - Present
Phoenix Life Insurance Company April 2007 - December 2008
MetLife Financial Services March 1999 - February 2007
Education
Duquesne University 1973 — 1977
Saybrus Partners 2010 - Present
The Phoenix Companies 2007 - 2009
Phoenix Life Insurance Company 2006 - 2007
Phoenix Life Insurance Company 2005 - 2006
Phoenix Life Insurance Company 2002 - 2005
Skills
Salesforce.com..., Microsoft Office, Insurance, New Business Development, Product Development, Marketing, Executive Reporting, Ad Hoc Reporting, Project Management, Senior Management...
Education
Central Connecticut State University
B.S., Athletic Training
Mark Canter Legal March 2007 - Present
American Council of Life Insurers December 1998 - March 2007
Legal & General America April 1988 - December 1998
Phoenix Life Insurance Company February 1981 - April 1988
Skills
Tax, Legislative Relations, Tax Law, Corporate Law, Courts, Financial Services
Education
Boston University School of Law
LL.M., Taxation
Suffolk University Law School
J.D.
CSRwire September 2014 - Present
3BL Media March 2009 - Present
CSRwire June 2006 - February 2009
Rediker Software, Inc March 1999 - June 2006
Phoenix Life Insurance Company June 1996 - March 1999
Skills
Corporate Social..., Social Media, Social Media Marketing, Strategic Communications, Journalism, Crisis Communications, Marketing Communications, Corporate Communications, Leadership, Non-profits, Sales, Public Relations, New Business Development, Editing, Press Releases, Stakeholder Engagement, Nonprofits
Education
Bay Path University 2001 — 2004
BS
University of Massachusetts, Amherst
MassMutual Metro New York August 2014 - Present
MassMutual October 2008 - January 2010
Phoenix Life Insurance Company August 2004 - February 2008
National Life Group August 1998 - August 2004
The MONY Group February 1988 - February 1998
Skills
Fixed Annuities, Disability Insurance, Retirement, Life Insurance, Insurance, Retirement Planning, Term Life Insurance, Long-term Care, Estate Planning, 401k, Universal Life, Long Term Care Insurance, Whole Life, Health Insurance, Brokers
Education
City University of New York-Brooklyn College
Phoenix Life Insurance Company DirectorPhoenix Life1974 - October 2014
Phoenix 1974 - October 2014
The Phoenix Companies 1974 - October 2014
Skills
Life Insurance, Insurance, Fixed Annuities, Retirement, Mutual Funds, Reinsurance, Retirement Planning
Education
Central Connecticut State University
Accounting
Societe Generale CIB (New York) 2007 - Present
Phoenix Life Insurance Company February 2005 - July 2006
Education
The University of Chicago 2006 — 2007
Master, Financial Mathematics
University of Waterloo 2000 — 2004
BMath, Actuarial Science and Economics
City University London
Babies R Us April 2012 - Present
Toys R Us May 2011 - April 2012
Phoenix Life Insurance Company 2007 - 2009
MetLife 2004 - 2007
Travelers Life & Annuity April 2000 - June 2004
The Hartford June 1996 - April 2000
Skills
Call Center, Insurance, Excel, Customer Service, PowerPoint, Inventory Management, Leadership
Education
Cornell University
Certificate, Certificate in Management Essentials
The University of Connecticut
BA
Simsbury Bank February 2014 - Present
The Hartford 2012 - 2013
MassMutual Financial Group 2011 - 2012
Phoenix Life Insurance Company 2007 - 2009
Structural Graphics 2004 - 2007
Mintz & Hoke 2002 - 2004
RR Donnelley 1998 - 2001
Seton Identification Products 1995 - 1998
CIGNA 1989 - 1995
Security Connecticut Life Insurance Company 1984 - 1989
Skills
Marketing Communications, Direct Mail, Marketing, Project Management, Vendor Management, Advertising, Marketing Strategy, Digital Marketing, Marketing Management, Account Management, Direct Marketing, Integrated Marketing, Social Media Marketing, Product Marketing, Management, Program Management, Sales, Budgets, Project Planning, Business Analysis, Contract Negotiation, Market Research, Business Planning, Online Marketing, Brand Management, Insurance, Business Process..., Social Networking
Education
Post University 2009 — 2012
Master of Business Administration (MBA), Summa Cum Laude
Central Connecticut State University
BS, Business Administration/Marketing
NA Systems SpecialistMass MutualJune 2001 - June 2012
Phoenix Life Insurance Company December 1989 - May 2001
Electronic Data Systems April 1977 - June 1987
Skills
SDLC, SQL
Education
The American College 1995 — 1998
CLU, Insurance
Southern Illinois University, Edwardsville 1975 — 1977
M.B.A., Business
Carnegie Mellon University 1968 — 1972
B.A., Mathematics & Economics
Phoenix Life Insurance Company 2004 - 2009
john hancock 1994 - 2003
Skills
Portfolio Management, Leveraged Finance, Asset Managment, Investments, High Yield, Asset Management, Bonds, Fixed Income, Alternative Investments, Mutual Funds, Emerging Markets
Education
D'Amore-McKim School of Business at Northeastern University 1994 — 1998
MBA, Finance
Travelers June 2014 - Present
Mass Mutual December 2008 - June 2014
The Hartford October 2004 - November 2008
Phoenix Life Insurance Company June 2000 - November 2003
Security Connecticut Life Insurance Company January 1996 - June 2000
Aetna Health Plans June 1995 - January 1996
Skills
Requirements Analysis, Business Analysis, Project Portfolio..., Project Management, SDLC, Process Improvement, Vendor Management, Insurance, Requirements Gathering, Business Requirements, PMP
Education
Central Connecticut State University
BA
University of New Haven
MA
Church of the City, New London October 2007 - Present
Phenix Baptist Church June 2002 - February 2007
Phoenix Life Insurance Company June 1999 - October 2001
The Hartford June 1997 - March 1999
Phoenix Life Insurance Company July 1993 - June 1997
Home Life Insurance Company June 1990 - December 1992
US Navy May 1985 - March 1990
Skills
Preaching, Discipleship, Theology, Biblical Studies, Public Speaking, Spiritual Direction, Nonprofits, Pastoral Care, Missions, Religion, Church Events, Pastoring, Pastoral, Pastoral Counseling
Education
Gordon Conwell Theological Seminary 2009 — 2015
DMin
Yale University 1996 — 2000
MDiv
Ashland University 1990 — 1993
MA
United States Naval Academy 1981 — 1985
BS
University of Michigan 1980 — 1981
Dept. Of Revenue February 2007 - Present
EDS Advanced Solutions September 2004 - February 2010
Phoenix Life Insurance Company 2001 - 2004
Advest, Inc. March 1998 - September 2001
Skills
Unix, SQL, Java, Drupal, Software Development, Security Policy, Virtualization, VMware, Disaster Recovery, Microsoft SQL Server, Databases, Oracle, Integration, Software Project..., PL/SQL, Apache, IIS, Cisco IOS, Operating Systems, WAN, DNS, Vendor Management, Incident Management, IT Strategy, Enterprise Architecture, Network Security, Information Security, Infrastructure, VBScript, Routers, Visio, CCNA, High Availability, IT Service Management
Education
Central Connecticut State University 1994 — 1998
B.S., Information Technology, International Business
Willis 2008 - 2013
New York Athletic Club 1988 - 2013
HRH Securities January 2000 - October 2009
HRH April 1998 - 2008
Phoenix Life Insurance Company September 1982 - April 1998
Skills
Mergers & Acquisitions, Life Insurance, Strategic Planning, Retirement, New Business Development, Brokers, Insurance, Risk Management, Disability Insurance, Professional Liability, Mergers, Public Speaking, Securities, Sales, Management, Investments, Finance, High Net Worth...
Education
Columbia University in the City of New York 1979 — 1981
MS
Fordham University 1970 — 1974
Bachelor of Science (BS)
Dealertrack Technologies January 2014 - Present
Dealertrack Technologies January 2013 - December 2013
Optum September 2009 - December 2013
Phoenix Life Insurance Company September 2007 - September 2009
MetLife 2005 - 2007
Travelers Life and Annuity 2000 - 2005
Aetna Financial Services 1997 - 2000
Aetna Financial Services 1995 - 1997
Skills
Business Analysis, SDLC, Vendor Management, Software Documentation, Requirements Analysis, Visio, Leadership, Process Improvement, SharePoint, Agile Methodologies, Requirements Gathering, SQL
Education
Central Connecticut State University 1988 — 1993
BS, Business Management
Probate Court of Berlin, CT January 2015 - Present
Middlesex Chamber of Commerce CT September 2013 - October 2013
Polish American Foundation of CT 2004 - 2013
Moore Medical April 2010 - May 2012
Lion's Club 2012 - 2012
Connecticut Virtuosi Chamber Orchestra 2005 - 2012
Polish American Foundation of CT November 2003 - December 2011
Phoenix Life Insurance Company March 2009 - February 2010
Bank of America January 2008 - February 2009
The Stanley Works September 2007 - November 2007
Skills
Access, Office Management, Microsoft Office, Sales, Administrative..., Data Entry, Customer Service, Management, Stage Design, Fine Art, Event Planning, Training, Leadership, Administrative..., Adult Education, Polish, Team Building
Education
Central Connecticut State University 1979 — 1982
none, Accounting/English
Mary Immaculate Academy, New Britain, CT 1976 — 1979
Phoenix Life Insurance Company January 2004 - Present
The Phoenix Companies 2003 - Present
Liberty Mutual Insurance September 2003 - January 2004
DTE Energy February 2001 - August 2003
Education
Bangalore University 1994 — 1998
BE, Computer Science
Visvesvaraya Technological University 1994 — 1998
Bachelor of Engineering, Computer Science
BB&T June 2014 - Present
The Prudential Insurance Company of America May 2013 - June 2014
Prudential Financial July 2011 - April 2013
Saybrus Partners 2009 - July 2011
Phoenix Life Insurance Company April 2006 - December 2009
Prudential Financial September 1993 - March 2006
Prudential Financial July 1990 - August 1993
Prudential Financial November 1988 - June 1990
Prudential Financial September 1987 - November 1988
US Navy July 1980 - August 1987
Education
East Carolina University 1974 — 1979
BS, Business Administration
Voya Financial September 2011 - Present
AEGON August 2010 - August 2011
MMLISI Mass Mutual January 2006 - June 2009
WS Griffith October 2001 - May 2004
Phoenix Life Insurance Company January 1991 - October 2001
Education
Clark University 1979 — 1983
BA, English
Phoenix Life Insurance Company July 2012 - Present
BI Academy (www.biacademy.us) July 2012 - Present
Education
Central Connecticut State University 2002 — 2004
MS, Computer Sciences
University of the Punjab, Lahore
MA, Political Sciences
Marmara Üniversitesi 1989 — 1991
BS, Computer Information Technology
University of the Punjab, Lahore 1987 — 1989
Bechlor of Commerce, Business and Commerce
Linzer Day High School 1980 — 1982
High School Diploma, High School
Mass Mutual Insurance Company March 2010 - Present
The Phoenix Companies February 1982 - August 2009
Phoenix Life Insurance Company 1982 - 2009
Education
Central Connecticut State University 1973 — 1977
BA, Sociology
Vantis Life Insurance Company December 2010 - Present
Hartford Investment Management October 2008 - October 2009
The Hartford January 2007 - September 2008
Phoenix Life Insurance Company July 2003 - December 2007
ING U.S. July 1998 - June 2003
Aetna Life Insurance Company June 1992 - June 1998
Aetna, INC. July 1990 - June 1992
Aetna May 1986 - June 1990
Skills
Insurance, OFAC, Anti Money Laundering, Regulatory Filings, Product Development, Product Lifecycle..., Market Conduct, Life Insurance, Fixed Annuities, Regulatory Compliance, Compliance Regulations
Education
Central Connecticut State University 1986 — 1990
B.S., Management and Organization
Phoenix Life Insurance Company ManagerPhoenix LIfe Insurance1980 - 2009
Education
Bryant University 1974 — 1978
Bachelors, Accounting
Portland High School 1970 — 1974
The Phoenix Companies 1981 - June 2011
Phoenix Life Insurance Company 1980 - 2010
Skills
Management, Variable Products, Mutual Funds, Fixed Annuities, Insurance, Filing, Series 6, Life Insurance, Retirement Planning, Mergers & Acquisitions, 401k, Investment Management, Disability Insurance, Qualified Retirement..., Operations Management, SEC filings, Series 63, Long-term Care, Retirement, Term Life Insurance, Single Premium..., State & Federal Filings, Management...
Education
Central Connecticut State University 1976 — 1978
Accounting
Cutting Loose Salon at Somers Crossing December 2013 - Present
Self Employed February 2012 - December 2013
North Central Connecticut Chamber of Commerce December 2009 - January 2012
Self-Employed September 2002 - June 2007
Commercial Moving Services November 2001 - August 2002
Phoenix Life Insurance Company October 1992 - October 2001
Rockwell International September 1988 - February 1992
Premier Cruise Lines November 1985 - August 1988
Skills
Budgets, QuickBooks, Microsoft Office, Office Management, Administrative..., Microsoft Word, Public Speaking, Human Resources, Employee Benefits, Process Improvement, Project Management, Editing, Operations Management, Reinsurance, Community Outreach, Nonprofits, Office Administration, Accounts Payable, Business Process..., Training, Administrative...
Education
Bay Path University 1997 — 2000
B.A., Liberal Arts
University of Central Florida 1989 — 1992
Organizational Communications
Brevard Community College 1979 — 1981
Associate of Arts, English
Cigna 2011 - Present
ING 2011 - 2011
CIGNA 2010 - 2010
Vantis Life 2008 - 2008
MetLife 2005 - 2008
Phoenix Life Insurance Company 2000 - 2005
Skills
Actuarial Science, Financial Risk, Risk Management, Financial Modeling, Insurance, Data Analysis, Valuation, VBA, Financial Analysis, Investments, Statistics
Education
Trinity College-Hartford 1994 — 1999
BS, Neuroscience
Columbia College 1991 — 1992
Miss Porter's High School 1987 — 1991
H.S. Diploma
Solomon Schechter Day School 1981 — 1987
Eversource Energy May 2014 - Present
Northeast Utilities (CL&P, NSTAR, PSNH, WMECO,Yankee Gas) January 2010 - August 2013
MJP Associates, LLC May 2008 - June 2009
Phoenix Life Insurance Company August 2007 - May 2008
Merrill Lynch December 2000 - January 2006
Skills
Invoice Processing, Invoicing, Pivot Tables, Microsoft Office, Microsoft Excel, PowerPoint, Access, Data Analysis, Databases, Organization, Administrative..., Calendaring, Troubleshooting, Project Coordination, Process Improvement, Outlook, Forecasting, Data Entry, Account Reconciliation, Accounts Payable, Sales, Lotus Notes, Spreadsheets, Management, Research, Microsoft Word, Customer Service, Administrative...
Education
Fox Institute of Business-West Hartford 1991 — 1992
Certificate, Legal Administrative Assistant/Secretary
Worldgate, llc 2010 - Present
AllFon LLC 2004 - 2010
Phoenix Life Insurance Company 1996 - 2004
Skills
Analysis, Troubleshooting, Research, Problem Solving, Creativity, Documentation, Customer Service, Customer Relations, Administration, Microsoft Office, Word, Excel, Photoshop, PowerPoint, Outlook, Visio, Illustrator, Drawing, Painting, Microsoft Excel, System Administration, Budgets, Software Documentation, Windows Server, Computer Hardware, Windows, Leadership, Active Directory, Microsoft Word, Training, Hardware, XP
Education
Camden County College 1998 — 2000
Associate's degree, Computer Graphics
Lincoln School of Commerce 1989 — 1991
Associate in Business Administration, Marketing and Advertising
Retired as of 12-31-2014 December 2014 - Present
M&M Consulting, LLC December 2001 - Present
TD Bank 1998 - 2001
Phoenix Life Insurance Company 1993 - 1998
D&L Venture Corp. 1989 - 1993
Cosine 1986 - 1989
The Hartford 1985 - 1986
The Hartford 1983 - 1985
Burritt Interfinancial Bancorp 1975 - 1983
NCR Corporation 1965 - 1975
Education
Bowdoin College 1958 — 1962
A.B., Economics
Jewish Geriatric Services 2013 - 2015
Occupational Health Connections 2010 - 2013
Comprehensive Health Services 2001 - 2009
Phoenix Life Insurance Company 1997 - 2001
Education
Boston University
Bachelor of Science (B.S.), Nursing
Hartford Hospital Administrative AssociateHartford HospitalMay 2009 - July 2012
Phoenix Life Insurance Company January 2008 - April 2009
Citi May 2004 - December 2007
Education
Goodwin College 2010 — 2011
Nursing
Central Connecticut State University 2005 — 2007
Bachelors, International Business
MassMutual Financial Group April 1997 - Present
Phoenix Life Insurance Company June 1982 - April 1997
Skills
Insurance, Investments, Strategic Financial..., Risk Management, Mutual Funds, Retirement Planning, Process Improvement, Financial Analysis, Financial Services, Series 7, Vendor Management, Business Analysis
Education
University of Hartford 1989 — 1991
Master of Business Administration (MBA)
Boston College 1978 — 1982
Bachelor of Arts (BA), Mathematics
US District Court July 2013 - Present
United States District Courts September 2008 - July 2013
SkyAuction.com February 2006 - August 2008
UnitedHealth Care October 2004 - December 2005
Phoenix Life Insurance Company September 1997 - October 2004
Tunxis Community College August 2003 - December 2003
Skills
JavaScript, SQL, Microsoft SQL Server, C#, Java, XML, ASP.NET, MySQL, HTML, .NET, PHP, Oracle, C++, CSS, jQuery, AJAX, Web Services, Linux, VB.NET, Visual Studio
Education
Albertus Magnus College 2001 — 2002
M.S, Management
Central Connecticut State University 1993 — 1995
Bachelor of Science (B.S.), Management Information Systems, General
Virtus Investment Partners January 2009 - Present
Phoenix Life Insurance Company February 1991 - December 2008
Skills
Mutual Funds, Asset Management, Alternative Investments, Investments, Equities, Hedge Funds
Education
University of Hartford 2008 — 2010
Master of Business Administration (MBA)
Central Connecticut State University 1988 — 1990
Bachelor of Science (BS), Accounting
Phoenix Life Insurance Company 1999 - 2012
Phoenix Life Insurance Company 1996 - 1999
Phoenix Life Insurance Company 1993 - 1996
Phoenix Life Insurance Company 1989 - 1993
Skills
Accounting, Risk Management, Auditing
Education
Capital Community College 1993 — 1999
Associate in Accounting, Accounting
Bombay University 1973 — 1975
Diploma in Textile Designing, Textile Printing
Sun Life Financial November 2013 - Present
The Hartford March 2013 - November 2013
Baystate Medical Center December 2006 - April 2013
Genworth Financial February 2002 - June 2005
GE Financial Assurance Co April 2000 - February 2002
Phoenix Life Insurance Company April 1989 - April 2000
Skills
Patient Safety, Critical Care, Inpatient, Acute Care, ICU, Pediatrics, Cpr Certified, Microsoft Applications, Accounts..., Leadership, Problem Solving, Administrative Work, Customer Service, Oral & Written..., Positive Team Player
Education
Bay Path University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.0 GPA
Bay Path College 2012 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
American International College 2007 — 2010
Registered Nursing/Registered Nurse
Holyoke Community College 2002 — 2005
Associate of Arts and Sciences (A.A.S.), Health/Health Care Administration/Management
High School of Commerce 1985 — 1988
Diploma, Business
Albany City School District October 2004 - Present
Phoenix Life Insurance Company June 2000 - September 2004
SEFCU October 1998 - June 2004
Skills
Organizational..., Project Management, Event Planning, Building Relationships, Close Attention to..., Motivated self-starter, Management, Analytical Skills
Education
American Intercontinental University
Associate's degree, Business Administration and Management, General
Nyack College
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
MAXIMUS December 2013 - Present
AppleOne Employment Services August 2013 - December 2013
The Tugboat Tavern March 2012 - August 2013
Government Contracts USA August 2007 - October 2011
Trustco Bank March 2006 - August 2007
Erie Insurance Group September 2000 - October 2005
Phoenix Life Insurance Company April 1997 - April 2000
Skills
Data Entry, Telephone Skills, Call Centers, Customer Satisfaction, Outlook, 10 Key, Access, Time Management, Lotus Notes, Troubleshooting, Microsoft Word, Filing, File Management, Phone Etiquette, Microsoft Excel, Clerical Skills, Microsoft Office, Technical Support, Software Documentation, Microsoft Office 2007, Customer Service
Education
Alfred State College - SUNY College of Technology 1994 — 1996
Computer Aided Drafting
Colonie Central High School 1990 — 1994
High School Diploma, General Studies
SS&C Technologies 2007 - Present
Wonderlic, Inc. 2004 - 2007
Communications Data Group (CDG) 1998 - 2002
Phoenix Life Insurance Company 1994 - 1998
Skills
.NET, ASP.NET, SQL, Microsoft SQL Server, XML, JavaScript, Databases, Agile Methodologies, Visual Studio, Software Development
Education
DePaul University 2002 — 2004
Computer Science, 4.0
Mount Holyoke College 1988 — 1992
Bachelor's Degree, Political Science and Government
Dunham & Smith Agencies 2004 - Present
Independant IT services consultant 2003 - 2004
Phoenix Life Insurance Company 1994 - 2003
Aetna Life Insurance Company 1989 - 1994
Systems Group 1986 - 1989
Aetna Life Insurance Company 1983 - 1986
Self Employed Lawn Care 1981 - 1983
Federal Aviation Administration 1975 - 1981
Skills
Project Management, Sales Management, Time Management, Wine & Spirits Industry, Grocery Industry, Tobacco Industry, Information Technology, Programming Languages, Direct Sales, Retail Sales, General Aviation, Air Traffic Control, Retail
Education
Daniel Webster College 1974 — 1977
Bachelor’s Degree, Aviation/Airway Management and Operations, 2.75
SunTrust August 2012 - Present
Citi July 2011 - August 2012
The Hartford April 2010 - July 2011
Lincoln Financial Group October 2007 - November 2008
AXA March 2005 - August 2007
Phoenix Life Insurance Company March 2001 - March 2005
Cigna June 1998 - March 2001
Travelers June 1997 - June 1998
Skills
12 Years of ..., * 18 years of Customer..., 10 Years of Analytical..., 14 years of working in..., Type 55 WPM, Microsoft..., Sales Force, Field Link..., Channel Link (SunTrust..., 3 years of Strong..., 3 yrs Equity,..., Strong knowledge in..., Several years of 401K,..., Former FINRA NASD..., Sales, Finance, Insurance
Education
Central Connecticut State University 1995 — 1997
Bachelor of Arts (B.A.), Economics, 3.3