Phoenix Life Insurance Company
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Phoenix Life Insurance Company Employees
Employee
Years
Job
Industry
Kim Viviano Kim Viviano's Phoenix Life Insurance Company Experience 1998 - 2000
Job Sourcing and Recruitment Specialist at A.W. Hastings
Industry Construction
Experience
A.W. Hastings May 2012 - Present
Verizon Wireless August 2000 - August 2011
Phoenix Life Insurance Company 1998 - 2000
The Hartford 1998 - 1999
Skills
Recruiting, Sourcing, Interviews, New Hire Training, Internet Recruiting, Behavioral Interviewing, Training, Sales Management, Networking, Employee Benefits, Marketing Strategy, Leadership
Education
Eastern Connecticut State University 1994 — 1998
Bachelor of Arts (B.A.), English
A.W. Hastings May 2012 - Present
Verizon Wireless August 2000 - August 2011
Phoenix Life Insurance Company 1998 - 2000
The Hartford 1998 - 1999
Skills
Recruiting, Sourcing, Interviews, New Hire Training, Internet Recruiting, Behavioral Interviewing, Training, Sales Management, Networking, Employee Benefits, Marketing Strategy, Leadership
Education
Eastern Connecticut State University 1994 — 1998
Bachelor of Arts (B.A.), English
Brian Keough's Phoenix Life Insurance Company Experience June 2014 - July 2015
Job Client Rep for Phoenix Life Insurance
Industry Insurance
Experience
Phoenix Life Insurance Company June 2014 - July 2015
KeyBank 1998 - 2013
Education
Massachusetts College of Liberal Arts 1994 — 1998
Bachelor of Arts (BA), English/Communications
Phoenix Life Insurance Company June 2014 - July 2015
KeyBank 1998 - 2013
Education
Massachusetts College of Liberal Arts 1994 — 1998
Bachelor of Arts (BA), English/Communications
Gina Benoit's Phoenix Life Insurance Company Experience 1989 - 1998
Job Senior Systems Analyst at Fiserv
Industry Computer Software
Experience
Fiserv May 2002 - Present
Output Technologies 1998 - 2002
DST 1998 - 2002
The Phoenix Companies January 1991 - February 1998
Phoenix Life Insurance Company 1989 - 1998
The Phoenix Companies October 1989 - January 1991
Kierstead Insurance Agency June 1984 - January 1990
Skills
COBOL, JCL, Systems Analysis, Mainframe, Requirements Analysis, Databases, Software Project..., SDLC, Analysis, CICS, Visio, DB2, Business Analysis, Microsoft SQL Server, Programming, Business Requirements, VSAM, TSO, Requirements Gathering, GMC PrintNet T, Test Planning, Quality Control, Regression Testing
Education
Eastern Connecticut State University 1985 — 1988
Bachelor of Science (B.S.), Sociology
The University of Connecticut 1982 — 1983
Mathematics and Computer Science
Fiserv May 2002 - Present
Output Technologies 1998 - 2002
DST 1998 - 2002
The Phoenix Companies January 1991 - February 1998
Phoenix Life Insurance Company 1989 - 1998
The Phoenix Companies October 1989 - January 1991
Kierstead Insurance Agency June 1984 - January 1990
Skills
COBOL, JCL, Systems Analysis, Mainframe, Requirements Analysis, Databases, Software Project..., SDLC, Analysis, CICS, Visio, DB2, Business Analysis, Microsoft SQL Server, Programming, Business Requirements, VSAM, TSO, Requirements Gathering, GMC PrintNet T, Test Planning, Quality Control, Regression Testing
Education
Eastern Connecticut State University 1985 — 1988
Bachelor of Science (B.S.), Sociology
The University of Connecticut 1982 — 1983
Mathematics and Computer Science
Stephen Casavant Stephen Casavant's Phoenix Life Insurance Company Experience February 2011 - Present
Job Claims Manager at Phoenix Life Insurance Company
Industry Financial Services
Experience
Phoenix Life Insurance Company February 2011 - Present
Skills
Insurance, Process Improvement, Financial Risk, Life Insurance, Customer Service, Microsoft Excel
Education
Hudson Valley Community College 1985 — 2008
Associate of Arts (A.A.)
Colonie Central High School 1980 — 1984
Phoenix Life Insurance Company February 2011 - Present
Skills
Insurance, Process Improvement, Financial Risk, Life Insurance, Customer Service, Microsoft Excel
Education
Hudson Valley Community College 1985 — 2008
Associate of Arts (A.A.)
Colonie Central High School 1980 — 1984
Karen Deyo Karen Deyo's Phoenix Life Insurance Company Experience 1988 - 1998
Job Manager at Southeastern Financial Group, Inc.
Industry Financial Services
Experience
Southeastern Financial Group Inc. 1998 - Present
Phoenix Life Insurance Company 1988 - 1998
Skills
Insurance
Education
Holyoke Community College
Associate of Science (A.S.), Business Administration, Management and Operations
Southeastern Financial Group Inc. 1998 - Present
Phoenix Life Insurance Company 1988 - 1998
Skills
Insurance
Education
Holyoke Community College
Associate of Science (A.S.), Business Administration, Management and Operations
Larry Winebrenner Larry Winebrenner's Phoenix Life Insurance Company Experience 1963 - 1964
Job Leader in the largest and fastest growing team in his company, recipient of awards in business, education, publishing.
Industry Writing and Editing
Experience
Larry Winebrenner, Novelist June 1952 - Present
Cells for Free - Tempo Wireless 2012 - 2015
Wisconsin Conference of The United Methodist Church 1957 - 2013
Miami Dade College September 1964 - June 1997
Mitec Industeries, Inc February 1964 - November 1966
Phoenix Life Insurance Company 1963 - 1964
Phoenix Life Insurance Company 1963 - 1964
Phoenix Life Insurance Company 1963 - 1964
U. S. Navy September 1948 - September 1952
Greene's Drug Store, PI USMC PX, Enlisted men's Bowling alley, PI PX Barbershop September 1943 - June 1945
Skills
Social Networking, Social Media Marketing, Online Advertising, Research, Advertising, Social Media, Editing, Public Speaking, Microsoft Office, Public Relations, Blogging, Strategic Planning, Photoshop, Marketing, Customer Service, Teaching, Creative Writing, Copy Editing, Books, Writing, Storytelling, Ghostwriting, Magazines, Short Stories, Non-fiction, Training, Newspapers, Fiction, Fiction Writing, Proofreading, Publications, Publishing, Novels, Facebook, Copywriting, Newsletters, Book Reviews, Journalism, Creative Writer, Creative Non-fiction, Magazine Articles, Editorial, Feature Articles, Poetry, Literature, Memoir, Freelance Writing, Published Author, Ebooks, Web Content
Education
Jagellonian University, Krakow Poland; FIU; G-ETS; UM; GED; Beal HS; Beaufort HS, Beaufort Grammar 1937 — 1976
Post Graduate; EdD; MEd; EdSpec; MDiv; BD; BA; drop out, History, Speech & Drama, Theology, Graduate Education, varied
Florida Atlantic University 1968 — 1972
EdSpec, MEd, EdD, Special Education and Teaching
University of Miami 1952 — 1956
ba, History
LaGrange College 1953 — 1954
Interim courses leading to BA at UM, Speech and Drama
Beaufort High School 1944 — 1946
Transfer to Beall High School Frostburg MD, General Studies
Michigan State University
Larry Winebrenner, Novelist June 1952 - Present
Cells for Free - Tempo Wireless 2012 - 2015
Wisconsin Conference of The United Methodist Church 1957 - 2013
Miami Dade College September 1964 - June 1997
Mitec Industeries, Inc February 1964 - November 1966
Phoenix Life Insurance Company 1963 - 1964
Phoenix Life Insurance Company 1963 - 1964
Phoenix Life Insurance Company 1963 - 1964
U. S. Navy September 1948 - September 1952
Greene's Drug Store, PI USMC PX, Enlisted men's Bowling alley, PI PX Barbershop September 1943 - June 1945
Skills
Social Networking, Social Media Marketing, Online Advertising, Research, Advertising, Social Media, Editing, Public Speaking, Microsoft Office, Public Relations, Blogging, Strategic Planning, Photoshop, Marketing, Customer Service, Teaching, Creative Writing, Copy Editing, Books, Writing, Storytelling, Ghostwriting, Magazines, Short Stories, Non-fiction, Training, Newspapers, Fiction, Fiction Writing, Proofreading, Publications, Publishing, Novels, Facebook, Copywriting, Newsletters, Book Reviews, Journalism, Creative Writer, Creative Non-fiction, Magazine Articles, Editorial, Feature Articles, Poetry, Literature, Memoir, Freelance Writing, Published Author, Ebooks, Web Content
Education
Jagellonian University, Krakow Poland; FIU; G-ETS; UM; GED; Beal HS; Beaufort HS, Beaufort Grammar 1937 — 1976
Post Graduate; EdD; MEd; EdSpec; MDiv; BD; BA; drop out, History, Speech & Drama, Theology, Graduate Education, varied
Florida Atlantic University 1968 — 1972
EdSpec, MEd, EdD, Special Education and Teaching
University of Miami 1952 — 1956
ba, History
LaGrange College 1953 — 1954
Interim courses leading to BA at UM, Speech and Drama
Beaufort High School 1944 — 1946
Transfer to Beall High School Frostburg MD, General Studies
Michigan State University
Arthur Girard Arthur Girard's Phoenix Life Insurance Company Experience 2001 - 2013
Job Insurance Professional
Industry Insurance
Experience
State Farm July 2014 - October 2014
Albany County Sheriffs Office January 2014 - July 2014
Phoenix Life Insurance Company 2001 - 2013
Skills
Insurance, Fixed Annuities, Term Life Insurance, Life Insurance, Customer Service
Education
State University of New York at Albany 1995 — 1998
Bachelor of Arts (B.A.), History, Political Science and Education
Hudson Valley Community College 1990 — 1993
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
State Farm July 2014 - October 2014
Albany County Sheriffs Office January 2014 - July 2014
Phoenix Life Insurance Company 2001 - 2013
Skills
Insurance, Fixed Annuities, Term Life Insurance, Life Insurance, Customer Service
Education
State University of New York at Albany 1995 — 1998
Bachelor of Arts (B.A.), History, Political Science and Education
Hudson Valley Community College 1990 — 1993
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Alcurtis Stewart Alcurtis Stewart's Phoenix Life Insurance Company Experience November 2012 - February 2013
Job Works at The Hartford Insurance Group
Industry Information Technology and Services
Experience
The Hartford November 2013 - Present
Travelers April 2013 - October 2013
Phoenix Life Insurance Company November 2012 - February 2013
Skills
Microsoft Office, Windows, Teaching, Data Analysis, Management, Outlook, Project Management, Leadership, Research, PowerPoint, Microsoft Excel, Microsoft Word, Analysis, Customer Service, Technical Support, Business Analysis, Vendor Management, Process Improvement, SDLC, SharePoint, Visio
Education
Goodwin College 2010 — 2014
University of Connecticut 1983 — 1986
Electrical Engineering Technologies/Technicians
The Hartford November 2013 - Present
Travelers April 2013 - October 2013
Phoenix Life Insurance Company November 2012 - February 2013
Skills
Microsoft Office, Windows, Teaching, Data Analysis, Management, Outlook, Project Management, Leadership, Research, PowerPoint, Microsoft Excel, Microsoft Word, Analysis, Customer Service, Technical Support, Business Analysis, Vendor Management, Process Improvement, SDLC, SharePoint, Visio
Education
Goodwin College 2010 — 2014
University of Connecticut 1983 — 1986
Electrical Engineering Technologies/Technicians
Tom Steenburg's Phoenix Life Insurance Company Experience October 1991 - September 1995
Job Managing Principal at TetraLibra Consulting LLC
Industry Investment Management
Experience
TetraLibra Consulting LLC July 2012 - Present
Thomas N. Steenburg, Esq. 1978 - Present
Equilibrium Consulting Group, LLC April 2011 - July 2012
IM Solutions October 2002 - March 2011
Phoenix Investment Partners January 2000 - April 2002
Phoenix Investment Partners January 1999 - December 1999
Phoenix Investment Partners October 1995 - December 1998
Phoenix Life Insurance Company October 1991 - September 1995
Skills
Hedge Funds, Mutual Funds, Equities, Due Diligence, Mergers, Investment Management, Securities, Venture Capital, Corporate Law, Private Equity, Mergers & Acquisitions, Fixed Income, Investments, IPO, Securities Regulation, Financial Services, Strategy, FINRA, Investment Banking, Alternative Investments, Emerging Markets, Capital Markets, Broker-Dealer, Corporate Governance, SEC, Insurance, Asset Management, Series 7, Restructuring, Private Placements, Series 63, Investment Advisory, Asset Allocation, Investment Strategies, Derivatives, Fund Of Funds, Financial Markets, Options, Trading, Commodity
Education
Harvard University 1967 — 1971
AB, Economics
TetraLibra Consulting LLC July 2012 - Present
Thomas N. Steenburg, Esq. 1978 - Present
Equilibrium Consulting Group, LLC April 2011 - July 2012
IM Solutions October 2002 - March 2011
Phoenix Investment Partners January 2000 - April 2002
Phoenix Investment Partners January 1999 - December 1999
Phoenix Investment Partners October 1995 - December 1998
Phoenix Life Insurance Company October 1991 - September 1995
Skills
Hedge Funds, Mutual Funds, Equities, Due Diligence, Mergers, Investment Management, Securities, Venture Capital, Corporate Law, Private Equity, Mergers & Acquisitions, Fixed Income, Investments, IPO, Securities Regulation, Financial Services, Strategy, FINRA, Investment Banking, Alternative Investments, Emerging Markets, Capital Markets, Broker-Dealer, Corporate Governance, SEC, Insurance, Asset Management, Series 7, Restructuring, Private Placements, Series 63, Investment Advisory, Asset Allocation, Investment Strategies, Derivatives, Fund Of Funds, Financial Markets, Options, Trading, Commodity
Education
Harvard University 1967 — 1971
AB, Economics
Leslie Larson, LEED Green Associate Leslie Larson, LEED Green Associate's Phoenix Life Insurance Company Experience 2002 - 2002
Job QC Laboratory Manager at Aerospace
Industry Environmental Services
Experience
Aerospace September 2014 - Present
Pharmaceutical Company June 2013 - September 2014
Pharmaceutical Company June 2013 - September 2014
Suffolk County Government, Department of Health Services, Division of Environmental Quality 2011 - 2012
Jewish Institute of Queens 2009 - 2010
Malverne UFSD 2006 - 2009
Port Washington UFSD February 2006 - June 2006
Southold UFSD September 2005 - January 2006
Hofstra University 2001 - 2005
Phoenix Life Insurance Company 2002 - 2002
Skills
Brownfield, Phase I/II Review, Report Writing, Groundwater Remediation, Environmental Issues, Environmental Compliance, Environmental Policy, Environmental Consulting, Environmental Science, Environmental Awareness, Regulatory Policy, Sustainability, Biology, Northern, Southern, and..., IR, UV/visible, NMR..., Electrophoresis, DNA/RNA isolations, Research, Microbiology, PCR, Science, SPSS, Sanitary Abandonment, Sewer Connections, Leadership, Public Speaking, Fundraising, Event Planning, Community Outreach, Higher Education, Social Media, Teaching, Music, Music Education, Piano, Band, Choral, Singing, Composition, Pro Tools, Recording, Music Technology, Editing, Music Production, Music Theory, Audio Engineering, LEED Green Associate, CERCLA, Policy, Training
Education
Hofstra University 2003 — 2004
MA
University of Hartford 2007 — 2010
Hartt School of Music
Hofstra University 1997 — 2003
BS
Hofstra University 1997 — 2003
BA
Windsor Locks High School 1993 — 1997
Hartwick College SMF&I
Aerospace September 2014 - Present
Pharmaceutical Company June 2013 - September 2014
Pharmaceutical Company June 2013 - September 2014
Suffolk County Government, Department of Health Services, Division of Environmental Quality 2011 - 2012
Jewish Institute of Queens 2009 - 2010
Malverne UFSD 2006 - 2009
Port Washington UFSD February 2006 - June 2006
Southold UFSD September 2005 - January 2006
Hofstra University 2001 - 2005
Phoenix Life Insurance Company 2002 - 2002
Skills
Brownfield, Phase I/II Review, Report Writing, Groundwater Remediation, Environmental Issues, Environmental Compliance, Environmental Policy, Environmental Consulting, Environmental Science, Environmental Awareness, Regulatory Policy, Sustainability, Biology, Northern, Southern, and..., IR, UV/visible, NMR..., Electrophoresis, DNA/RNA isolations, Research, Microbiology, PCR, Science, SPSS, Sanitary Abandonment, Sewer Connections, Leadership, Public Speaking, Fundraising, Event Planning, Community Outreach, Higher Education, Social Media, Teaching, Music, Music Education, Piano, Band, Choral, Singing, Composition, Pro Tools, Recording, Music Technology, Editing, Music Production, Music Theory, Audio Engineering, LEED Green Associate, CERCLA, Policy, Training
Education
Hofstra University 2003 — 2004
MA
University of Hartford 2007 — 2010
Hartt School of Music
Hofstra University 1997 — 2003
BS
Hofstra University 1997 — 2003
BA
Windsor Locks High School 1993 — 1997
Hartwick College SMF&I
Rasheed H. Ali's Phoenix Life Insurance Company Experience 2013 - Present
Job Business Systems (UX) Designer
Industry Information Technology and Services
Experience
Phoenix Life Insurance Company 2013 - Present
Kreative Optics June 2002 - 2013
Travelers May 2010 - May 2012
Dominion Enterprises July 2008 - May 2009
Skills
Scrum, Agile Methodologies, Project Management, Ruby, Arabic, Japanese, SQL, XML, Leadership, Web Development, Agile Project Management, OS X, PostgreSQL, Web Services, Spring, jQuery, Git, Databases, Visio, MySQL, HTML, Unix, Integration, AJAX, JavaScript, Management, Java, CSS, Community Organizing, Organizational..., Graphic Design
Education
Eastern Michigan Univesity 2004 — 2008
Bachelors of Science, Applied Computer Science
Howard University 2002 — 2004
Computer science, Computer Science Minor Japanese
Phoenix Life Insurance Company 2013 - Present
Kreative Optics June 2002 - 2013
Travelers May 2010 - May 2012
Dominion Enterprises July 2008 - May 2009
Skills
Scrum, Agile Methodologies, Project Management, Ruby, Arabic, Japanese, SQL, XML, Leadership, Web Development, Agile Project Management, OS X, PostgreSQL, Web Services, Spring, jQuery, Git, Databases, Visio, MySQL, HTML, Unix, Integration, AJAX, JavaScript, Management, Java, CSS, Community Organizing, Organizational..., Graphic Design
Education
Eastern Michigan Univesity 2004 — 2008
Bachelors of Science, Applied Computer Science
Howard University 2002 — 2004
Computer science, Computer Science Minor Japanese
Doug Siegenthaler Doug Siegenthaler's Phoenix Life Insurance Company Experience December 2004 - June 2009
Job Experienced Business Analyst
Industry Computer Software
Experience
ComputerWorks, Inc. June 2009 - July 2013
Phoenix Life Insurance Company December 2004 - June 2009
Phoenix Life Insurance Company October 1999 - December 2004
Phoenix Life Insurance Company 1999 - 2000
Phoenix Life Insurance Company May 1995 - 1999
Winston Preparatory School September 1993 - June 1994
New York Institute of Technology September 1993 - June 1994
Camp Northwood 1990 - 1994
Skills
Requirements Analysis, Insurance, Testing, Business Process, Lotus Notes, Analysis, Customer Service, Teamwork, Decision Support, Process Improvement, Business Analysis, XML, Requirements Gathering, Fixed Annuities, Software Project..., Software Documentation, Vendor Management, Visio, Business Requirements, SDLC, Team Building, Program Management, Call Centers, Training, CRM, SQL, Strategy, Technical Training, Customer Relations, Business Process..., Technical Documentation, Technical Writing, Annuity, Documentation, Software Quality..., Six Sigma, Reports, Experienced Business..., User Acceptance Testing, CMMI, Quality Assurance, Software Development, Business Intelligence, Management, Test Planning, Access, Integration, Data Analysis, System Testing, Systems Analysis
Education
Ithaca College 1988 — 1992
BA, Economics
ComputerWorks, Inc. June 2009 - July 2013
Phoenix Life Insurance Company December 2004 - June 2009
Phoenix Life Insurance Company October 1999 - December 2004
Phoenix Life Insurance Company 1999 - 2000
Phoenix Life Insurance Company May 1995 - 1999
Winston Preparatory School September 1993 - June 1994
New York Institute of Technology September 1993 - June 1994
Camp Northwood 1990 - 1994
Skills
Requirements Analysis, Insurance, Testing, Business Process, Lotus Notes, Analysis, Customer Service, Teamwork, Decision Support, Process Improvement, Business Analysis, XML, Requirements Gathering, Fixed Annuities, Software Project..., Software Documentation, Vendor Management, Visio, Business Requirements, SDLC, Team Building, Program Management, Call Centers, Training, CRM, SQL, Strategy, Technical Training, Customer Relations, Business Process..., Technical Documentation, Technical Writing, Annuity, Documentation, Software Quality..., Six Sigma, Reports, Experienced Business..., User Acceptance Testing, CMMI, Quality Assurance, Software Development, Business Intelligence, Management, Test Planning, Access, Integration, Data Analysis, System Testing, Systems Analysis
Education
Ithaca College 1988 — 1992
BA, Economics
Jason Getman Jason Getman's Phoenix Life Insurance Company Experience May 2012 - Present
Job Complaint Analyst at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company May 2012 - Present
KeyBank February 2008 - May 2012
JCPenney January 2007 - March 2008
Skills
Small Business Lending, Credit Analysis, Cross Selling, Loans, Customer Service, Consumer Lending, Banking, Credit, Relationship Management, Retail Banking, Underwriting, Call Center, Lines Of Credit, Financial Analysis, Insurance, Cash Management, Risk Management, Financial Services, Credit Risk, Series 6
Education
State University of New York Empire State College 2014 — 2017
Bachelor's Degree in Accounting, Forensic Accounting
Hudson Valley Community College 2011 — 2014
Associate's degree, Business Administration and Management, General, 3.52
Elsie Allen High School 1999 — 2003
High School Diploma, General Studies
Phoenix Life Insurance Company May 2012 - Present
KeyBank February 2008 - May 2012
JCPenney January 2007 - March 2008
Skills
Small Business Lending, Credit Analysis, Cross Selling, Loans, Customer Service, Consumer Lending, Banking, Credit, Relationship Management, Retail Banking, Underwriting, Call Center, Lines Of Credit, Financial Analysis, Insurance, Cash Management, Risk Management, Financial Services, Credit Risk, Series 6
Education
State University of New York Empire State College 2014 — 2017
Bachelor's Degree in Accounting, Forensic Accounting
Hudson Valley Community College 2011 — 2014
Associate's degree, Business Administration and Management, General, 3.52
Elsie Allen High School 1999 — 2003
High School Diploma, General Studies
Jeffrey Levy Jeffrey Levy's Phoenix Life Insurance Company Experience March 1984 - December 2004
Job Principal at Chesapeake Brokerage, LLC
Industry Insurance
Experience
Chesapeake Brokerage, LLC October 2011 - Present
WSFG 2011 - 2014
Highland Capital Brokerage December 2004 - October 2011
Chesapeake Brokerage, LLC 2011 - 2011
Highland Capital Brokerage 2004 - 2011
Phoenix 1984 - 2005
Phoenix Life Insurance Company March 1984 - December 2004
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Retirement, Brokers, Long Term Care Insurance, Whole Life, Estate Planning, Universal Life, Term Life Insurance, Variable Life, Financial Planners, Buy-sell Agreements, Retirement Planning, Reinsurance, Wealth, Executive Pay
Education
University of South Florida 1981 — 1983
Business Management
Miami Dade College 1979 — 1981
Associate of Arts (AA), General
Chesapeake Brokerage, LLC October 2011 - Present
WSFG 2011 - 2014
Highland Capital Brokerage December 2004 - October 2011
Chesapeake Brokerage, LLC 2011 - 2011
Highland Capital Brokerage 2004 - 2011
Phoenix 1984 - 2005
Phoenix Life Insurance Company March 1984 - December 2004
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Retirement, Brokers, Long Term Care Insurance, Whole Life, Estate Planning, Universal Life, Term Life Insurance, Variable Life, Financial Planners, Buy-sell Agreements, Retirement Planning, Reinsurance, Wealth, Executive Pay
Education
University of South Florida 1981 — 1983
Business Management
Miami Dade College 1979 — 1981
Associate of Arts (AA), General
Bob Primmer Bob Primmer's Phoenix Life Insurance Company Experience 1994 - 2006
Job Senior Distribution Executive; Life & Employee Benefits
Industry Financial Services
Experience
Lion Street November 2013 - May 2014
Prudential Financial January 2013 - July 2013
The Hartford August 2009 - January 2013
REP Strategies, LLC July 2006 - August 2009
Phoenix Life Insurance Company 1994 - 2006
Phoenix Life Insurance Company 1986 - 1994
Phoenix Life Insurance Company 1982 - 1986
Unum July 1981 - September 1982
Skills
Insurance, Life Insurance, Financial Services, FINRA, Health Insurance, Securities, Employee Benefits, Relationship Management, Whole Life, Leadership, Sales Management, Team Building, Process Improvement, Sales, Management, Executive Management, Vendor Management, IRAs, Financial Planners, Brokers, Strategy, Reinsurance, Wealth, Series 7, Financial Advisory, Risk Management, Mentoring, Strategic Sales
Education
Isenberg School of Management, UMass Amherst 1977 — 1981
BBA, Marketing
Lion Street November 2013 - May 2014
Prudential Financial January 2013 - July 2013
The Hartford August 2009 - January 2013
REP Strategies, LLC July 2006 - August 2009
Phoenix Life Insurance Company 1994 - 2006
Phoenix Life Insurance Company 1986 - 1994
Phoenix Life Insurance Company 1982 - 1986
Unum July 1981 - September 1982
Skills
Insurance, Life Insurance, Financial Services, FINRA, Health Insurance, Securities, Employee Benefits, Relationship Management, Whole Life, Leadership, Sales Management, Team Building, Process Improvement, Sales, Management, Executive Management, Vendor Management, IRAs, Financial Planners, Brokers, Strategy, Reinsurance, Wealth, Series 7, Financial Advisory, Risk Management, Mentoring, Strategic Sales
Education
Isenberg School of Management, UMass Amherst 1977 — 1981
BBA, Marketing
Steffen Nass's Phoenix Life Insurance Company Experience July 2006 - May 2009
Job COO at benefitRFP
Industry Financial Services
Experience
benefitRFP April 2009 - Present
Guardian Life Insurance July 2009 - December 2011
Phoenix Life Insurance Company July 2006 - May 2009
Principal Financial Group May 2004 - June 2006
Northwestern Mutual April 2002 - April 2004
Skills
Executive Pay, Retirement, Deferred Compensation, Insurance, 401k
Education
Iowa State University 1998 — 2003
BS, Finance and International Business
benefitRFP April 2009 - Present
Guardian Life Insurance July 2009 - December 2011
Phoenix Life Insurance Company July 2006 - May 2009
Principal Financial Group May 2004 - June 2006
Northwestern Mutual April 2002 - April 2004
Skills
Executive Pay, Retirement, Deferred Compensation, Insurance, 401k
Education
Iowa State University 1998 — 2003
BS, Finance and International Business
Prasad Karanam Prasad Karanam's Phoenix Life Insurance Company Experience January 2013 - August 2013
Job Qa Lead at Travelers Insurance Company
Industry Information Technology and Services
Experience
Travelers August 2013 - Present
Phoenix Life Insurance Company January 2013 - August 2013
L&T Infotech April 2006 - January 2013
Travelers April 2006 - January 2013
International Software Consulting, Inc., 1999 - 2006
Skills
Quality Center, Software Project..., Oracle, Agile Methodologies, Web Services, Requirements Gathering, Business Analysis, SDLC, Requirements Analysis, Quality Assurance, Visio, Data Warehousing, Business Intelligence, SQL, User Acceptance Testing, ETL, DB2, SOA, IT Strategy, SharePoint, Business Process, Process Improvement, Test Management, Testing, PL/SQL, QTP, System Testing, XML, Waterfall, Regression Testing, Software Quality..., Databases, Insurance, Vendor Management, Microsoft SQL Server, Test Planning, Teradata, Business Requirements, Manual Testing, MS Project, Test Strategy, Defect Tracking, Toad, Web Applications, Cognos, Agile Testing, Mainframe, Resource Management, Integration, PMP
Education
Indira Gandhi National Open University 1997 — 1999
MBA, Finance
Travelers August 2013 - Present
Phoenix Life Insurance Company January 2013 - August 2013
L&T Infotech April 2006 - January 2013
Travelers April 2006 - January 2013
International Software Consulting, Inc., 1999 - 2006
Skills
Quality Center, Software Project..., Oracle, Agile Methodologies, Web Services, Requirements Gathering, Business Analysis, SDLC, Requirements Analysis, Quality Assurance, Visio, Data Warehousing, Business Intelligence, SQL, User Acceptance Testing, ETL, DB2, SOA, IT Strategy, SharePoint, Business Process, Process Improvement, Test Management, Testing, PL/SQL, QTP, System Testing, XML, Waterfall, Regression Testing, Software Quality..., Databases, Insurance, Vendor Management, Microsoft SQL Server, Test Planning, Teradata, Business Requirements, Manual Testing, MS Project, Test Strategy, Defect Tracking, Toad, Web Applications, Cognos, Agile Testing, Mainframe, Resource Management, Integration, PMP
Education
Indira Gandhi National Open University 1997 — 1999
MBA, Finance
Shelly Cottuli's Phoenix Life Insurance Company Experience January 1998 - June 2000
Job Project Manager/Project Control Analyst at The Hartford
Industry Financial Services
Experience
The Hartford March 2013 - Present
MassMutual Financial Group November 2011 - January 2013
MassMutual Financial Group June 2010 - July 2011
MassMutual Financial Group January 2006 - October 2009
MassMutual Financial Group September 2003 - January 2006
MassMutual Financial Group June 2000 - September 2004
Phoenix Life Insurance Company January 1998 - June 2000
Marriot 1995 - 1997
Skills
Database Administration, Project Planning, Windows, Visio, MS Project, Business Analysis, Project Management, Microsoft Office, Leadership, Budgets, SDLC, Microsoft Excel, Microsoft Word, PowerPoint, Release Management, Change Management, Project Governance, SAP, SharePoint, Clarity, Quality Center, Budget Forecasts, Metrics, Data Analysis, Process Improvement, Risk Management, Software Documentation, Access, Six Sigma, Management, ERP, Vendor Management, Testing, Databases, Resource Management, Business Process..., Program Management, Project Portfolio..., Requirements Gathering, Business Process, Insurance, PMO, Analysis, Integration, Requirements Analysis, IT Strategy
Education
Johnson & Wales University 1991 — 1993
Culinary
Holyoke Catholic 1988 — 1991
Chicopee High School 1987 — 1988
St. George's Catholic School 1978 — 1987
The Hartford March 2013 - Present
MassMutual Financial Group November 2011 - January 2013
MassMutual Financial Group June 2010 - July 2011
MassMutual Financial Group January 2006 - October 2009
MassMutual Financial Group September 2003 - January 2006
MassMutual Financial Group June 2000 - September 2004
Phoenix Life Insurance Company January 1998 - June 2000
Marriot 1995 - 1997
Skills
Database Administration, Project Planning, Windows, Visio, MS Project, Business Analysis, Project Management, Microsoft Office, Leadership, Budgets, SDLC, Microsoft Excel, Microsoft Word, PowerPoint, Release Management, Change Management, Project Governance, SAP, SharePoint, Clarity, Quality Center, Budget Forecasts, Metrics, Data Analysis, Process Improvement, Risk Management, Software Documentation, Access, Six Sigma, Management, ERP, Vendor Management, Testing, Databases, Resource Management, Business Process..., Program Management, Project Portfolio..., Requirements Gathering, Business Process, Insurance, PMO, Analysis, Integration, Requirements Analysis, IT Strategy
Education
Johnson & Wales University 1991 — 1993
Culinary
Holyoke Catholic 1988 — 1991
Chicopee High School 1987 — 1988
St. George's Catholic School 1978 — 1987
Yvon N'Chonon Yvon N'Chonon's Phoenix Life Insurance Company Experience January 2009 - 2010
Job RE Investor / Software Developer / Data Analyst
Industry Insurance
Experience
Disability Management Services, Inc. June 2011 - Present
OptumHealth March 2011 - May 2011
United Technologies August 2010 - February 2011
Phoenix Life Insurance Company January 2009 - 2010
Phoenix Life Insurance June 2007 - December 2008
XL Insurance June 2006 - May 2007
Eastern Connecticut State University June 2005 - May 2006
Skills
Microsoft SQL Server, Business Analysis, SDLC, ETL, Visual Studio, Databases, SQL, .NET, Software Development, Analysis, XML, Requirements Analysis, Data Warehousing
Education
Eastern Connecticut State University 2004 — 2007
BS, Business Information System / Computer Sciences
UCONN
Disability Management Services, Inc. June 2011 - Present
OptumHealth March 2011 - May 2011
United Technologies August 2010 - February 2011
Phoenix Life Insurance Company January 2009 - 2010
Phoenix Life Insurance June 2007 - December 2008
XL Insurance June 2006 - May 2007
Eastern Connecticut State University June 2005 - May 2006
Skills
Microsoft SQL Server, Business Analysis, SDLC, ETL, Visual Studio, Databases, SQL, .NET, Software Development, Analysis, XML, Requirements Analysis, Data Warehousing
Education
Eastern Connecticut State University 2004 — 2007
BS, Business Information System / Computer Sciences
UCONN
James Barile, FFSI, FLMI James Barile, FFSI, FLMI's Phoenix Life Insurance Company Experience January 1986 - July 2000
Job Associate Director, Global Investment Services at Babson Capital Management
Industry Information Technology and Services
Experience
Babson Capital Management February 2013 - Present
Independent Web Development and Hosting Company 1995 - Present
Health New England February 2011 - February 2013
RDH Temps, LLC May 2010 - January 2013
Babson Capital Management July 2000 - September 2009
Phoenix Life Insurance Company January 1986 - July 2000
Royal Business Machines October 1983 - December 1985
Private Dental Practice 1982 - 1984
Skills
Insurance, SQL, Microsoft SQL Server, Project Management, Process Improvement, Databases, Software Development, Disaster Recovery, Business Process..., Change Management, Leadership, Management, Software Documentation
Education
Life Office Management Association (LOMA)
FFSI - Fellow, Financial Services Institute, Financial Services
Life Office Management Association (LOMA)
FLMI - Fellow, Life Management Institute, Life Insurance
Eastern Connecticut State University
Transfer, Biology / Pre Dental
Morse School of Business
Diploma, Computer Programming and Accounting
University of Bridgeport
BS, Dental Hygiene / Pre Dental
Babson Capital Management February 2013 - Present
Independent Web Development and Hosting Company 1995 - Present
Health New England February 2011 - February 2013
RDH Temps, LLC May 2010 - January 2013
Babson Capital Management July 2000 - September 2009
Phoenix Life Insurance Company January 1986 - July 2000
Royal Business Machines October 1983 - December 1985
Private Dental Practice 1982 - 1984
Skills
Insurance, SQL, Microsoft SQL Server, Project Management, Process Improvement, Databases, Software Development, Disaster Recovery, Business Process..., Change Management, Leadership, Management, Software Documentation
Education
Life Office Management Association (LOMA)
FFSI - Fellow, Financial Services Institute, Financial Services
Life Office Management Association (LOMA)
FLMI - Fellow, Life Management Institute, Life Insurance
Eastern Connecticut State University
Transfer, Biology / Pre Dental
Morse School of Business
Diploma, Computer Programming and Accounting
University of Bridgeport
BS, Dental Hygiene / Pre Dental
Mark Teitelbaum's Phoenix Life Insurance Company Experience June 1996 - May 2002
Job Vice President, Advanced Markets at AXA Equitable
Industry Financial Services
Experience
AXA Equitable June 2006 - Present
Travelers Life & Annuity June 2002 - June 2006
Phoenix Life Insurance Company June 1996 - May 2002
National Life Group 1994 - 1996
Connecticut Mutual 1990 - 1994
Skills
Wealth Management, Retirement Planning, Estate Planning, Mutual Funds, Series 7, Fixed Annuities, Long-term Care, Insurance, Life Insurance, 401k, Series 63, Retirement, Term Life Insurance, Strategic Financial..., Risk Management, Employee Benefits, Financial Advisory, Succession Planning, Disability Insurance, Series 6, Sales, Relationship Management, Securities, Financial Services, Investments, Strategy, Banking, Wealth, Underwriting, Asset Allocation, Business Planning, Financial Planning
Education
Kenyon College 1973 — 1977
Bachelor of Science, History
Shaker Heights High School 1970 — 1973
AXA Equitable June 2006 - Present
Travelers Life & Annuity June 2002 - June 2006
Phoenix Life Insurance Company June 1996 - May 2002
National Life Group 1994 - 1996
Connecticut Mutual 1990 - 1994
Skills
Wealth Management, Retirement Planning, Estate Planning, Mutual Funds, Series 7, Fixed Annuities, Long-term Care, Insurance, Life Insurance, 401k, Series 63, Retirement, Term Life Insurance, Strategic Financial..., Risk Management, Employee Benefits, Financial Advisory, Succession Planning, Disability Insurance, Series 6, Sales, Relationship Management, Securities, Financial Services, Investments, Strategy, Banking, Wealth, Underwriting, Asset Allocation, Business Planning, Financial Planning
Education
Kenyon College 1973 — 1977
Bachelor of Science, History
Shaker Heights High School 1970 — 1973
Chip Olson's Phoenix Life Insurance Company Experience 1989 - 2004
Job at
Industry Investment Management
Experience
Webster Bank Senior Vice PresidentPeople's United Wealth ManagementMarch 2014 - Present
The Phoenix Companies 2000 - 2004
The Phoenix Companies 1989 - 2004
Phoenix Life Insurance Company 1989 - 2004
Skills
Mutual Funds, Series 63, Insurance, Portfolio Management, Investments, Wealth Management, Series 7, Securities, Financial Services, Asset Allocation, Loans, Banking, Credit, Asset Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
Hobart and William Smith Colleges 1980 — 1984
B.A., Economics, Sociology
Byram Hills High School 1977 — 1980
Byram Hills High School 1976 — 1980
Webster Bank Senior Vice PresidentPeople's United Wealth ManagementMarch 2014 - Present
The Phoenix Companies 2000 - 2004
The Phoenix Companies 1989 - 2004
Phoenix Life Insurance Company 1989 - 2004
Skills
Mutual Funds, Series 63, Insurance, Portfolio Management, Investments, Wealth Management, Series 7, Securities, Financial Services, Asset Allocation, Loans, Banking, Credit, Asset Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
Hobart and William Smith Colleges 1980 — 1984
B.A., Economics, Sociology
Byram Hills High School 1977 — 1980
Byram Hills High School 1976 — 1980
Barbara Fernandez Barbara Fernandez's Phoenix Life Insurance Company Experience 1976 - 2001
Job Director,Office of Insurance and Financial Services at State of Connecticut
Industry Government Administration
Experience
State of Connecticut December 2005 - Present
Guakia,Inc January 2000 - December 2005
The Phoenix Companies 1992 - 2001
Phoenix Life Insurance Company 1976 - 2001
The Phoenix January 1976 - January 2000
NSHMBA 1998 - 2000
Skills
Multilingual, Non-profits, Return on Investment, Strategic Business, Program Management, Fundraising, Spanish-English, Grant Writing
Education
The University of Connecticut School of Business
MBA
Harvard Business School
Executive Development
Northwestern University - Kellogg School of Management
Executive Development
Trinity College-Hartford 1970 — 1974
BS, Economics/Multicultural Studies
State of Connecticut December 2005 - Present
Guakia,Inc January 2000 - December 2005
The Phoenix Companies 1992 - 2001
Phoenix Life Insurance Company 1976 - 2001
The Phoenix January 1976 - January 2000
NSHMBA 1998 - 2000
Skills
Multilingual, Non-profits, Return on Investment, Strategic Business, Program Management, Fundraising, Spanish-English, Grant Writing
Education
The University of Connecticut School of Business
MBA
Harvard Business School
Executive Development
Northwestern University - Kellogg School of Management
Executive Development
Trinity College-Hartford 1970 — 1974
BS, Economics/Multicultural Studies
Janet Cude Janet Cude's Phoenix Life Insurance Company Experience April 2013 - Present
Job Project Manager at Phoenix Life Insurance Company
Industry Financial Services
Experience
Phoenix Life Insurance Company April 2013 - Present
Strategic Consulting Assignments October 2011 - February 2013
Diageo October 2009 - October 2011
Diageo May 2009 - October 2009
BearingPoint (formerly KPMG Consulting) 1998 - 2009
Skills
Forecasting, Risk Management, SAP, Financial Reporting, Budgets, Business Process..., Change Management, Financial Analysis, Project Management, Business Strategy, PeopleSoft, Vendor Management, Project Finance, Cross-functional Team..., Corporate Finance, Managerial Finance, Analysis, Cost Control, Team Leadership, P&L Management, Contract Negotiation, Performance Management, Team Management, Team Building, Cross Functional Team..., Critical Thinking, MS Project, P&L, Problem Solving, Variance Analysis, Financial Planning, Management, Budget Development, Budget Management, Risk Mitigation, Internal Communications, Organizational..., Critical Analysis, Financial Management, Competitive Analysis, Cost Efficiency, Budgeting, Profitability Analysis, Financial Control, Vendor Relations, Stakeholder Management, Project Estimation, Project Portfolio...
Education
Fairfield University
Bachelor of Science, Finance
Housatonic Community College
Associate of Science (A.S.), Business Administration
Phoenix Life Insurance Company April 2013 - Present
Strategic Consulting Assignments October 2011 - February 2013
Diageo October 2009 - October 2011
Diageo May 2009 - October 2009
BearingPoint (formerly KPMG Consulting) 1998 - 2009
Skills
Forecasting, Risk Management, SAP, Financial Reporting, Budgets, Business Process..., Change Management, Financial Analysis, Project Management, Business Strategy, PeopleSoft, Vendor Management, Project Finance, Cross-functional Team..., Corporate Finance, Managerial Finance, Analysis, Cost Control, Team Leadership, P&L Management, Contract Negotiation, Performance Management, Team Management, Team Building, Cross Functional Team..., Critical Thinking, MS Project, P&L, Problem Solving, Variance Analysis, Financial Planning, Management, Budget Development, Budget Management, Risk Mitigation, Internal Communications, Organizational..., Critical Analysis, Financial Management, Competitive Analysis, Cost Efficiency, Budgeting, Profitability Analysis, Financial Control, Vendor Relations, Stakeholder Management, Project Estimation, Project Portfolio...
Education
Fairfield University
Bachelor of Science, Finance
Housatonic Community College
Associate of Science (A.S.), Business Administration
Jennifer Mullet Jennifer Mullet's Phoenix Life Insurance Company Experience 2002 - 2009
Job Administrative Coordinator at Rensselaer Polytechnic Institute
Industry Higher Education
Experience
Rensselaer Polytechnic Institute June 2013 - Present
Kate Johns, AIA 2011 - 2012
Phoenix Life Insurance Company 2002 - 2009
Sawchuk, Brown Associates 1998 - 2000
Skills
Customer Service, Community Outreach, PowerPoint, Fundraising, Administrative..., Research, Microsoft Word, Office Management, Event Planning, Expense Reduction, Travel Arrangements, Budget Management, Client Conflict..., Project Management, Accounts Payable &..., Public Speaking
Education
Maria College of Albany 2005 — 2009
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
New Lebanon
Rensselaer Polytechnic Institute June 2013 - Present
Kate Johns, AIA 2011 - 2012
Phoenix Life Insurance Company 2002 - 2009
Sawchuk, Brown Associates 1998 - 2000
Skills
Customer Service, Community Outreach, PowerPoint, Fundraising, Administrative..., Research, Microsoft Word, Office Management, Event Planning, Expense Reduction, Travel Arrangements, Budget Management, Client Conflict..., Project Management, Accounts Payable &..., Public Speaking
Education
Maria College of Albany 2005 — 2009
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
New Lebanon
Caroline Hutchings Caroline Hutchings's Phoenix Life Insurance Company Experience January 1996 - January 1998
Job Underwriter Assistant Alternative Markets at Arch Insurance Group
Industry Insurance
Experience
Arch Insurance Group April 2015 - Present
SPARTA Insurance Company June 2011 - April 2015
Mansfield Community Center October 2003 - March 2011
Insurity January 1998 - March 2003
Phoenix Life Insurance Company January 1996 - January 1998
NCCI January 1994 - January 1996
NCCI January 1990 - January 1994
NCCI January 1987 - January 1990
Skills
Premium Audit, Commercial Insurance, Data Analysis, Quality Assurance, Project Management, Workers Compensation, Help Desk Support, Customer Support, Customer Service, Computer Proficiency, Microsoft Office, Microsoft Word, Microsoft Excel, Disability Insurance, Analysis, Business Analysis, Claim, Insurance, Leadership, Property, Risk Management
Education
Manchester Community College 1998 — 2000
Computer Programming/Programmer, General
Arch Insurance Group April 2015 - Present
SPARTA Insurance Company June 2011 - April 2015
Mansfield Community Center October 2003 - March 2011
Insurity January 1998 - March 2003
Phoenix Life Insurance Company January 1996 - January 1998
NCCI January 1994 - January 1996
NCCI January 1990 - January 1994
NCCI January 1987 - January 1990
Skills
Premium Audit, Commercial Insurance, Data Analysis, Quality Assurance, Project Management, Workers Compensation, Help Desk Support, Customer Support, Customer Service, Computer Proficiency, Microsoft Office, Microsoft Word, Microsoft Excel, Disability Insurance, Analysis, Business Analysis, Claim, Insurance, Leadership, Property, Risk Management
Education
Manchester Community College 1998 — 2000
Computer Programming/Programmer, General
Nate Reusser MBA, CFP® Nate Reusser MBA, CFP®'s Phoenix Life Insurance Company Experience January 2003 - June 2004
Job Director of Operations and Portfolio Management at Retirement Legacy Group
Industry Financial Services
Experience
Retirement Legacy Group June 2004 - Present
LPL Financial June 2004 - Present
Phoenix Life Insurance Company January 2003 - June 2004
WS Griffith Securities January 2003 - June 2004
Skills
Retirement Planning, Alternative Investments, Personal Financial..., Certified Financial..., Investment Portfolio, Investment Advisory...
Education
Northwood University - Richard DeVos Graduate School of Management 2009 — 2011
Master of Business Administration (MBA)
Huntington College 1999 — 2002
Bachelor of Science (B.S.), Business/Managerial Economics
Retirement Legacy Group June 2004 - Present
LPL Financial June 2004 - Present
Phoenix Life Insurance Company January 2003 - June 2004
WS Griffith Securities January 2003 - June 2004
Skills
Retirement Planning, Alternative Investments, Personal Financial..., Certified Financial..., Investment Portfolio, Investment Advisory...
Education
Northwood University - Richard DeVos Graduate School of Management 2009 — 2011
Master of Business Administration (MBA)
Huntington College 1999 — 2002
Bachelor of Science (B.S.), Business/Managerial Economics
Heath Grossman, CFP® Heath Grossman, CFP®'s Phoenix Life Insurance Company Experience April 2001 - February 2003
Job Financial Advisor at Johnson Brunetti
Industry Financial Services
Experience
Johnson Brunetti May 2012 - Present
The Hartford May 2011 - May 2012
Standard & Poor's February 2010 - May 2011
AllianceBernstein July 2007 - September 2009
Morgan Stanley March 2005 - February 2007
LMB Advisors March 2003 - January 2005
Phoenix Life Insurance Company April 2001 - February 2003
American Express Financial Advisors April 2000 - March 2001
Skills
Mutual Funds, Wealth Management, Strategic Financial..., Retirement Planning, Retirement, Product Management, Investments, Relationship Management, Finance, Series 7, Series 63, Financial Services, Fixed Income, Securities, Financial Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Equities, Asset Management, Investment Management
Education
New York University
Certificate in Financial Planning
James Madison University
Mass Communication; English
Rockville High School
Johnson Brunetti May 2012 - Present
The Hartford May 2011 - May 2012
Standard & Poor's February 2010 - May 2011
AllianceBernstein July 2007 - September 2009
Morgan Stanley March 2005 - February 2007
LMB Advisors March 2003 - January 2005
Phoenix Life Insurance Company April 2001 - February 2003
American Express Financial Advisors April 2000 - March 2001
Skills
Mutual Funds, Wealth Management, Strategic Financial..., Retirement Planning, Retirement, Product Management, Investments, Relationship Management, Finance, Series 7, Series 63, Financial Services, Fixed Income, Securities, Financial Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Equities, Asset Management, Investment Management
Education
New York University
Certificate in Financial Planning
James Madison University
Mass Communication; English
Rockville High School
Carter Graham's Phoenix Life Insurance Company Experience 2013 - Present
Job President at Shoreline Financial Group
Industry Insurance
Experience
Shoreline Financial Group Inc February 1999 - Present
National Life Group 1999 - Present
Phoenix Life Insurance Company 2013 - Present
Alliance Group October 1999 - August 2015
Skills
Retirement, Life Insurance, Insurance, Fixed Annuities, Term Life Insurance, Leadership, Retirement Planning, Marketing, Long-term Care, Financial Services, Wealth Accumulation, Roth IRA, Pensions, Whole Life, Disability Insurance, 401k Rollovers, Small Business, Universal Life, Estate Planning, Investment Strategies, Brokers, Health Insurance, Underwriting, Long Term Care Insurance, Critical Illness, Health Savings Accounts, Investments, IRAs, Financial Advisory
Education
Florida State University 1988 — 1992
Shoreline Financial Group Inc February 1999 - Present
National Life Group 1999 - Present
Phoenix Life Insurance Company 2013 - Present
Alliance Group October 1999 - August 2015
Skills
Retirement, Life Insurance, Insurance, Fixed Annuities, Term Life Insurance, Leadership, Retirement Planning, Marketing, Long-term Care, Financial Services, Wealth Accumulation, Roth IRA, Pensions, Whole Life, Disability Insurance, 401k Rollovers, Small Business, Universal Life, Estate Planning, Investment Strategies, Brokers, Health Insurance, Underwriting, Long Term Care Insurance, Critical Illness, Health Savings Accounts, Investments, IRAs, Financial Advisory
Education
Florida State University 1988 — 1992
Jessica Maybury's Phoenix Life Insurance Company Experience March 2002 - March 2003
Job LAD Consultant at Mercer Marketplace Exchange
Industry Insurance
Experience
Mercer Marketplace Exchange May 2014 - Present
MetLife Insurance Company November 2005 - Present
MetLife March 2003 - November 2005
Phoenix Life Insurance Company March 2002 - March 2003
the HAUSER Group January 2001 - January 2002
Assurant Employee Benefits January 1998 - January 2001
Skills
Leadership, Employee Benefits, Management, Sales, Disability Insurance, Sales Operations, Customer Service
Education
Indiana Wesleyan University 2004 — 2009
Bachelors of Science Degree, Business Management
Mercer Marketplace Exchange May 2014 - Present
MetLife Insurance Company November 2005 - Present
MetLife March 2003 - November 2005
Phoenix Life Insurance Company March 2002 - March 2003
the HAUSER Group January 2001 - January 2002
Assurant Employee Benefits January 1998 - January 2001
Skills
Leadership, Employee Benefits, Management, Sales, Disability Insurance, Sales Operations, Customer Service
Education
Indiana Wesleyan University 2004 — 2009
Bachelors of Science Degree, Business Management
Terri Nipper Terri Nipper's Phoenix Life Insurance Company Experience January 2001 - February 2006
Job Experienced Advanced Life Insurance Case Design Specialist
Industry Insurance
Experience
Protective Life June 2013 - Present
MCF Advisors, LLC February 2006 - August 2012
Phoenix Life Insurance Company January 2001 - February 2006
Northwestern Mutual 1996 - 2001
St. Joseph's Villa May 1994 - January 1996
Northwestern Mutual Life January 1992 - February 1994
Skills
Insurance, Wholesale, New Business Development, Series 63, Series 6, Product Design, Building Relationships, Life Insurance, Fixed Annuities, Marketing, Sales, Training, CRM, Underwriting, Term Life Insurance
Education
Northern Kentucky University 1991 — 1993
BS of Science, Psychology, Human Services
Jefferson Community College 1988 — 1990
Associates of Arts, General Studies
Virginia Commonweath University
Social Work; psychology
Protective Life June 2013 - Present
MCF Advisors, LLC February 2006 - August 2012
Phoenix Life Insurance Company January 2001 - February 2006
Northwestern Mutual 1996 - 2001
St. Joseph's Villa May 1994 - January 1996
Northwestern Mutual Life January 1992 - February 1994
Skills
Insurance, Wholesale, New Business Development, Series 63, Series 6, Product Design, Building Relationships, Life Insurance, Fixed Annuities, Marketing, Sales, Training, CRM, Underwriting, Term Life Insurance
Education
Northern Kentucky University 1991 — 1993
BS of Science, Psychology, Human Services
Jefferson Community College 1988 — 1990
Associates of Arts, General Studies
Virginia Commonweath University
Social Work; psychology
Gary Uliasz Gary Uliasz's Phoenix Life Insurance Company Experience June 2005 - April 2006
Job Sr. Application Analyst at Baystate Health
Industry Hospital & Health Care
Experience
Baystate Health December 2014 - Present
Cooley Dickinson Hospital April 2012 - December 2014
UnitedHealth Group July 2011 - March 2012
Cooley Dickinson Hospital January 2010 - July 2011
MassMutual June 2007 - September 2009
MassMutual Financial Group April 2006 - June 2007
Phoenix Life Insurance Company June 2005 - April 2006
Phoenix Life Insurance Company May 2001 - June 2005
Phoenix Life Insurance Company September 1996 - May 2001
Berkshire Health Systems June 1995 - September 1996
Skills
Vendor Management, Infrastructure, Budgets, Project Management, Strategic Planning, Visio, Temporary Placement, SDLC, Business Analysis, Process Improvement, Data Analysis, Requirements Analysis, Healthcare Information..., Leadership, System Administration, Enterprise Architecture, Enterprise Software, ITIL, Business Intelligence, HTML, Resource Management, SharePoint, Operations Management, Databases, DB2, Troubleshooting, Change Management, Business Requirements, IIS, Systems Analysis, Unix, Insurance, IT Strategy, Access, Program Management, Six Sigma, Software Documentation, Technical Support, Healthcare, Disaster Recovery, Software Project..., Management, Project Portfolio..., Requirements Gathering, IT Management, Java, System Deployment, Analysis, Integration
Education
University of Phoenix 2005 — 2006
Information Systems/Management
Holyoke Community College 2004 — 2005
Java Programming
Berkshire Community College 1981 — 1985
Business/Information Systems
University of Massachusetts, Amherst 1976 — 1978
BFA, Art Education
Berkshire Community College 1974 — 1976
AA, Visual Arts
Baystate Health December 2014 - Present
Cooley Dickinson Hospital April 2012 - December 2014
UnitedHealth Group July 2011 - March 2012
Cooley Dickinson Hospital January 2010 - July 2011
MassMutual June 2007 - September 2009
MassMutual Financial Group April 2006 - June 2007
Phoenix Life Insurance Company June 2005 - April 2006
Phoenix Life Insurance Company May 2001 - June 2005
Phoenix Life Insurance Company September 1996 - May 2001
Berkshire Health Systems June 1995 - September 1996
Skills
Vendor Management, Infrastructure, Budgets, Project Management, Strategic Planning, Visio, Temporary Placement, SDLC, Business Analysis, Process Improvement, Data Analysis, Requirements Analysis, Healthcare Information..., Leadership, System Administration, Enterprise Architecture, Enterprise Software, ITIL, Business Intelligence, HTML, Resource Management, SharePoint, Operations Management, Databases, DB2, Troubleshooting, Change Management, Business Requirements, IIS, Systems Analysis, Unix, Insurance, IT Strategy, Access, Program Management, Six Sigma, Software Documentation, Technical Support, Healthcare, Disaster Recovery, Software Project..., Management, Project Portfolio..., Requirements Gathering, IT Management, Java, System Deployment, Analysis, Integration
Education
University of Phoenix 2005 — 2006
Information Systems/Management
Holyoke Community College 2004 — 2005
Java Programming
Berkshire Community College 1981 — 1985
Business/Information Systems
University of Massachusetts, Amherst 1976 — 1978
BFA, Art Education
Berkshire Community College 1974 — 1976
AA, Visual Arts
Sheli Senecal Sheli Senecal's Phoenix Life Insurance Company Experience November 2000 - October 2001
Job HRMS Analyst at Baystate Health
Industry Human Resources
Experience
Baystate Health July 2012 - Present
Smith College June 2004 - June 2012
Smith College October 2001 - June 2004
Phoenix Life Insurance Company November 2000 - October 2001
Phoenix Life Insurance Company October 1998 - November 2000
Phoenix Life Insurance Company January 1996 - October 1998
Phoenix Life Insurance Company August 1994 - January 1996
Skills
Report Writing, Human Resources, Leadership, Training, Program Management, Analysis, Management, Employee Benefits, Access, Healthcare Information..., Higher Education, Microsoft Office, Microsoft Excel, Staff Development, Budgets, SQL, Project Management, Software Documentation, Time Management, Databases, Policy, Payroll, Personnel Management, Data Analysis
Education
Johnson and Wales University 1987 — 1989
Associates Degree, Equestrian/Equine Studies
Baystate Health July 2012 - Present
Smith College June 2004 - June 2012
Smith College October 2001 - June 2004
Phoenix Life Insurance Company November 2000 - October 2001
Phoenix Life Insurance Company October 1998 - November 2000
Phoenix Life Insurance Company January 1996 - October 1998
Phoenix Life Insurance Company August 1994 - January 1996
Skills
Report Writing, Human Resources, Leadership, Training, Program Management, Analysis, Management, Employee Benefits, Access, Healthcare Information..., Higher Education, Microsoft Office, Microsoft Excel, Staff Development, Budgets, SQL, Project Management, Software Documentation, Time Management, Databases, Policy, Payroll, Personnel Management, Data Analysis
Education
Johnson and Wales University 1987 — 1989
Associates Degree, Equestrian/Equine Studies
Charlie Ford, CFA FSA MAAA's Phoenix Life Insurance Company Experience April 1995 - October 1998
Job Senior Risk Strategist | Leading Cross Functional Teams Solving Nuanced Risk Challenges
Industry Financial Services
Experience
Voya Financial September 2011 - Present
Society of Actuaries June 1997 - Present
AEGON July 2009 - September 2011
Independent Consultant February 2009 - July 2009
Sun Life Financial May 2004 - February 2009
Aviva October 1998 - May 2004
Phoenix Life Insurance Company April 1995 - October 1998
Skills
ALM, Risk Management, Enterprise Risk..., Capital Management, Financial Risk, Economic Capital, Investments, Investment Governance, Investment Strategies, Asset Allocation, Portfolio Management, Asset Management, Fixed Income, Equities, Derivatives, Hedging, Quantitative Finance, Equity Derivatives, Options, Valuation, Financial Services, Life Insurance, Insurance, Actuarial Science, Reinsurance, Financial Modeling, Fixed Annuities, Investment Management, Market Risk, Liquidity Risk, Project Management, Finance, Strategy, Financial Reporting, Pensions, Team Leadership, Presentations, Interest Rate...
Education
Harvard University
Bachelor's Degree, Applied Math/Economics
Voya Financial September 2011 - Present
Society of Actuaries June 1997 - Present
AEGON July 2009 - September 2011
Independent Consultant February 2009 - July 2009
Sun Life Financial May 2004 - February 2009
Aviva October 1998 - May 2004
Phoenix Life Insurance Company April 1995 - October 1998
Skills
ALM, Risk Management, Enterprise Risk..., Capital Management, Financial Risk, Economic Capital, Investments, Investment Governance, Investment Strategies, Asset Allocation, Portfolio Management, Asset Management, Fixed Income, Equities, Derivatives, Hedging, Quantitative Finance, Equity Derivatives, Options, Valuation, Financial Services, Life Insurance, Insurance, Actuarial Science, Reinsurance, Financial Modeling, Fixed Annuities, Investment Management, Market Risk, Liquidity Risk, Project Management, Finance, Strategy, Financial Reporting, Pensions, Team Leadership, Presentations, Interest Rate...
Education
Harvard University
Bachelor's Degree, Applied Math/Economics
Ruth Tarlow's Phoenix Life Insurance Company Experience 1999 - 2002
Job Financial and Insurance Advisor
Industry Insurance
Experience
The Epstein Company January 2005 - Present
The Epstein Company January 2005 - Present
MassMutual Financial Group May 2002 - January 2005
Phoenix Life Insurance Company 1999 - 2002
Phoenix Life Insurance Company 1999 - 2002
Sutton Land Services 1997 - 1998
Lloyd and Haig Shoes May 1986 - May 1997
Skills
Disability Insurance, Insurance, Management, Brokers, Long-term Care, Health Insurance, Employee Benefits, Customer Service, Microsoft Office, Microsoft Word, Scuba Diving, Life Insurance, Investments, Fixed Annuities, Retirement Planning, Term Life Insurance, Finance, Long Term Care Insurance, Estate Planning, 401k, Retirement, Whole Life, Portfolio Management, Financial Advisory, Underwriting, Universal Life, Personal Finance, Mutual Funds, Wealth Management, Strategic Financial..., Property & Casualty..., Investment Strategies, Series 7, Financial Planning
Education
University of the Pacific 1984 — 1985
Full Scholarship and stipend towards Masters Degree, Behavioral Medicine
Emory University 1980 — 1983
Bachelor of Science (BS), Psychology
The Epstein Company January 2005 - Present
The Epstein Company January 2005 - Present
MassMutual Financial Group May 2002 - January 2005
Phoenix Life Insurance Company 1999 - 2002
Phoenix Life Insurance Company 1999 - 2002
Sutton Land Services 1997 - 1998
Lloyd and Haig Shoes May 1986 - May 1997
Skills
Disability Insurance, Insurance, Management, Brokers, Long-term Care, Health Insurance, Employee Benefits, Customer Service, Microsoft Office, Microsoft Word, Scuba Diving, Life Insurance, Investments, Fixed Annuities, Retirement Planning, Term Life Insurance, Finance, Long Term Care Insurance, Estate Planning, 401k, Retirement, Whole Life, Portfolio Management, Financial Advisory, Underwriting, Universal Life, Personal Finance, Mutual Funds, Wealth Management, Strategic Financial..., Property & Casualty..., Investment Strategies, Series 7, Financial Planning
Education
University of the Pacific 1984 — 1985
Full Scholarship and stipend towards Masters Degree, Behavioral Medicine
Emory University 1980 — 1983
Bachelor of Science (BS), Psychology
Terryn Boucher Terryn Boucher's Phoenix Life Insurance Company Experience October 2013 - June 2014
Job Vice President and Actuary at Prudential Financial
Industry Insurance
Experience
Prudential Financial July 2014 - Present
University of Connecticut September 2013 - Present
Phoenix Life Insurance Company October 2013 - June 2014
Phoenix Life Insurance Company October 2005 - September 2013
ING December 2000 - October 2005
Aetna August 1985 - December 2000
Skills
Actuarial Science, Reinsurance, ALM, Life Insurance, Fixed Annuities, Insurance, Financial Reporting, GAAP, Health Insurance, Retirement, Actuarial Consulting, Financial Analysis, Pensions, Analysis, Term Life Insurance, Enterprise Risk..., Prophet, Variable Annuities, Financial Risk, Defined Benefit
Education
Holy Apostles College and Seminary 2001 — 2011
Master of Arts (M.A.), Moral Theology
Southern Connecticut State University 1980 — 1984
Bachelor of Science (BS), Mathematics
Prudential Financial July 2014 - Present
University of Connecticut September 2013 - Present
Phoenix Life Insurance Company October 2013 - June 2014
Phoenix Life Insurance Company October 2005 - September 2013
ING December 2000 - October 2005
Aetna August 1985 - December 2000
Skills
Actuarial Science, Reinsurance, ALM, Life Insurance, Fixed Annuities, Insurance, Financial Reporting, GAAP, Health Insurance, Retirement, Actuarial Consulting, Financial Analysis, Pensions, Analysis, Term Life Insurance, Enterprise Risk..., Prophet, Variable Annuities, Financial Risk, Defined Benefit
Education
Holy Apostles College and Seminary 2001 — 2011
Master of Arts (M.A.), Moral Theology
Southern Connecticut State University 1980 — 1984
Bachelor of Science (BS), Mathematics
Bill Voegeli Bill Voegeli's Phoenix Life Insurance Company Experience 1983 - 1989
Job Owner, Significant Research, LLC
Industry Research
Experience
Significant Research, LLC 2001 - Present
Association Insights 2001 - Present
Vinings Homeowners Association 2010 - 2012
SouthStar Funding 2004 - 2006
CSM Research 1991 - 2001
LifeLine 1989 - 1991
Phoenix Life Insurance Company 1983 - 1989
Northwestern Mutual Life 1980 - 1982
Skills
Strategic Planning, New Business Development, Sales Management, Management, Business Development, Strategy, Sales, B2B, Business Intelligence, Analysis, Research, Account Management, Strategic Partnerships, Project Planning, Risk Management, Marketing Strategy, Customer Retention, Market Research, Membership Retention, Team Building
Education
Georgia State University 1978 — 1980
B.S., Risk Management
The University of Georgia 1976 — 1978
Risk Management
Lovett 1969 — 1976
Significant Research, LLC 2001 - Present
Association Insights 2001 - Present
Vinings Homeowners Association 2010 - 2012
SouthStar Funding 2004 - 2006
CSM Research 1991 - 2001
LifeLine 1989 - 1991
Phoenix Life Insurance Company 1983 - 1989
Northwestern Mutual Life 1980 - 1982
Skills
Strategic Planning, New Business Development, Sales Management, Management, Business Development, Strategy, Sales, B2B, Business Intelligence, Analysis, Research, Account Management, Strategic Partnerships, Project Planning, Risk Management, Marketing Strategy, Customer Retention, Market Research, Membership Retention, Team Building
Education
Georgia State University 1978 — 1980
B.S., Risk Management
The University of Georgia 1976 — 1978
Risk Management
Lovett 1969 — 1976
Carl Schell, MPA, PMP, CSM Carl Schell, MPA, PMP, CSM's Phoenix Life Insurance Company Experience April 1998 - January 2001
Job Retired NYS Project Management Professional
Industry Information Technology and Services
Experience
NYS Department of Health - Health Benefit Exchange August 2012 - July 2015
Computer Technology Services, Inc April 2010 - August 2012
New York State Department of Labor January 2003 - April 2010
Oracle Corporation January 2001 - January 2003
Phoenix Life Insurance Company April 1998 - January 2001
KeyBank July 1996 - April 1998
New York State Department of Transportation September 1994 - July 1996
New York State Workers' Compensation Board January 1988 - September 1994
Skills
Project Management..., Software and Hardware..., Request for Proposals..., Project Proposal Writing, Contract Negotiation, Statement of Work (SOW)..., Cost Management, Cross-functional Team..., Stakeholder Management, Business Case..., Requirements Management, Project Scheduling with..., Performance Management, Risk Identification and..., Issue Resolution, Business Process..., Quality Assurance..., Project Reviews and..., Account Management, Grant Proposal..., Federal Reporting, Microsoft Office, Information Technology, MS Project, Project Planning, PMO, Change Management, Scrum, Management, Business Process..., Vendor Management, Resource Management, Leadership, Agile Project Management, Software Development, Integration, SDLC, Software Project..., Project Management, Government, Project Portfolio..., Consulting, Business Process, CRM, Management Consulting, IT Strategy, Requirements Analysis, Quality Assurance
Education
Rockefeller College of Public Affairs and Policy, State University of New York at Albany 1979 — 1980
Master of Public Administration, Administrative Management
Hartwick College 1972 — 1976
Bachelor of Arts, Sociology
NYS Department of Health - Health Benefit Exchange August 2012 - July 2015
Computer Technology Services, Inc April 2010 - August 2012
New York State Department of Labor January 2003 - April 2010
Oracle Corporation January 2001 - January 2003
Phoenix Life Insurance Company April 1998 - January 2001
KeyBank July 1996 - April 1998
New York State Department of Transportation September 1994 - July 1996
New York State Workers' Compensation Board January 1988 - September 1994
Skills
Project Management..., Software and Hardware..., Request for Proposals..., Project Proposal Writing, Contract Negotiation, Statement of Work (SOW)..., Cost Management, Cross-functional Team..., Stakeholder Management, Business Case..., Requirements Management, Project Scheduling with..., Performance Management, Risk Identification and..., Issue Resolution, Business Process..., Quality Assurance..., Project Reviews and..., Account Management, Grant Proposal..., Federal Reporting, Microsoft Office, Information Technology, MS Project, Project Planning, PMO, Change Management, Scrum, Management, Business Process..., Vendor Management, Resource Management, Leadership, Agile Project Management, Software Development, Integration, SDLC, Software Project..., Project Management, Government, Project Portfolio..., Consulting, Business Process, CRM, Management Consulting, IT Strategy, Requirements Analysis, Quality Assurance
Education
Rockefeller College of Public Affairs and Policy, State University of New York at Albany 1979 — 1980
Master of Public Administration, Administrative Management
Hartwick College 1972 — 1976
Bachelor of Arts, Sociology
Tom Ballou Tom Ballou's Phoenix Life Insurance Company Experience June 2008 - May 2012
Job Senior IT Systems Analyst at Genworth Financial
Industry Information Technology and Services
Terry Bernard Terry Bernard's Phoenix Life Insurance Company Experience 1986 - 2010
Job Business Manager at University of Massachusetts Amherst
Industry Higher Education
Experience
University of Massachusetts Amherst 2010 - Present
Phoenix Life Insurance Company 1986 - 2010
Skills
Research, Management, Microsoft Excel, PowerPoint, Teaching, Microsoft Word, Social Media, Event Planning, Higher Education, Strategic Planning
Education
Greenfield Community College 1981 — 1983
Associate's Degree, Office Management and Supervision
Turners Falls High School 1977 — 1981
University of Massachusetts Amherst 2010 - Present
Phoenix Life Insurance Company 1986 - 2010
Skills
Research, Management, Microsoft Excel, PowerPoint, Teaching, Microsoft Word, Social Media, Event Planning, Higher Education, Strategic Planning
Education
Greenfield Community College 1981 — 1983
Associate's Degree, Office Management and Supervision
Turners Falls High School 1977 — 1981
Eric Maldonado's Phoenix Life Insurance Company Experience January 1996 - June 1998
Job Community & Government Relations Officer, Travis Credit Union
Industry Government Relations
Experience
Travis Credit Union January 2009 - Present
The Rotary Club of Concord Diablo July 2012 - Present
Hispanic Chamber of Commerce of Contra Costa County July 2011 - July 2013
Northwestern Mutual Life February 2003 - November 2008
Phoenix Life Insurance Company January 1996 - June 1998
Skills
Strategic Planning, Investments, Asset, Finance, Training, Public Speaking, Non-profit..., Business, Financial Analysis, Marketing, Fundraising, Coaching, Strategic Financial..., Non-profits, Business Development, Budgets, Accounting, Business Strategy, Management, Mortgage Lending, Analysis, Disability Insurance, Team Leadership, Event Planning, Business Planning, Leadership, Organizational..., Community Engagement, Sales, Public Relations, Community Development, Entrepreneurship, Nonprofits, Social Networking, Federal Government..., Data Analysis, Team Building, Event Management, Grants, Leadership Development, Social Media, Community Outreach, Start-ups, Spanish, Policy, Banking, Marketing Strategy
Education
Heald College 1996 — 1998
AS, Business Adminstration
Travis Credit Union January 2009 - Present
The Rotary Club of Concord Diablo July 2012 - Present
Hispanic Chamber of Commerce of Contra Costa County July 2011 - July 2013
Northwestern Mutual Life February 2003 - November 2008
Phoenix Life Insurance Company January 1996 - June 1998
Skills
Strategic Planning, Investments, Asset, Finance, Training, Public Speaking, Non-profit..., Business, Financial Analysis, Marketing, Fundraising, Coaching, Strategic Financial..., Non-profits, Business Development, Budgets, Accounting, Business Strategy, Management, Mortgage Lending, Analysis, Disability Insurance, Team Leadership, Event Planning, Business Planning, Leadership, Organizational..., Community Engagement, Sales, Public Relations, Community Development, Entrepreneurship, Nonprofits, Social Networking, Federal Government..., Data Analysis, Team Building, Event Management, Grants, Leadership Development, Social Media, Community Outreach, Start-ups, Spanish, Policy, Banking, Marketing Strategy
Education
Heald College 1996 — 1998
AS, Business Adminstration
Jasreet Dhindsa Jasreet Dhindsa's Phoenix Life Insurance Company Experience August 2009 - June 2010
Job Technology Lead
Industry Information Technology and Services
Experience
Best Buy August 2015 - Present
MNsure April 2013 - March 2014
State of Minnesota May 2011 - October 2012
Coldwell Banker Burnet November 2010 - May 2011
JetBlue Airways June 2010 - November 2010
Phoenix Life Insurance Company August 2009 - June 2010
Avaya June 2008 - August 2009
Avaya GlobalConnect May 2006 - December 2007
Skills
User Acceptance Testing, Test Planning, Business Analysis, Gap Analysis, Visio, Microsoft SQL Server, Mercury Test Tools, IBM Rational Tools, Rules Engines, End User Training, Acceptance Testing, WCAG 2.0 standards, Production Support, Process Improvement, Process Management, Vendor Relationships, COTS Integration, Quality Assurance, Web Applications, Requirements Analysis, Integration, Management, Testing, Vendor Management, Business Requirements, SDLC
Education
University of St. Thomas 2008 — 2010
Master's degree
Guru Nanak Dev University
Bachelor's degree
Best Buy August 2015 - Present
MNsure April 2013 - March 2014
State of Minnesota May 2011 - October 2012
Coldwell Banker Burnet November 2010 - May 2011
JetBlue Airways June 2010 - November 2010
Phoenix Life Insurance Company August 2009 - June 2010
Avaya June 2008 - August 2009
Avaya GlobalConnect May 2006 - December 2007
Skills
User Acceptance Testing, Test Planning, Business Analysis, Gap Analysis, Visio, Microsoft SQL Server, Mercury Test Tools, IBM Rational Tools, Rules Engines, End User Training, Acceptance Testing, WCAG 2.0 standards, Production Support, Process Improvement, Process Management, Vendor Relationships, COTS Integration, Quality Assurance, Web Applications, Requirements Analysis, Integration, Management, Testing, Vendor Management, Business Requirements, SDLC
Education
University of St. Thomas 2008 — 2010
Master's degree
Guru Nanak Dev University
Bachelor's degree
David Canham David Canham's Phoenix Life Insurance Company Experience January 1990 - February 2001
Job President, DLConcepts
Industry Internet
Experience
DLConcepts July 2002 - Present
CNL Financial Group February 2001 - July 2002
Phoenix Life Insurance Company January 1990 - February 2001
Skills
Social Media Marketing, Entrepreneurship, Start-ups, Online Marketing, Online Advertising, Website Development, Website Localization, Website Creation, Search Engine Technology, E-commerce, E-commerce SEO, SEO, Web Design, Public Speaking
Education
Harvard University 1998 — 1999
Object Oriented Languages, Computer Science
New York University 1985 — 1986
Certificate Computer Programming, COBOL, BAL, JCL
DLConcepts July 2002 - Present
CNL Financial Group February 2001 - July 2002
Phoenix Life Insurance Company January 1990 - February 2001
Skills
Social Media Marketing, Entrepreneurship, Start-ups, Online Marketing, Online Advertising, Website Development, Website Localization, Website Creation, Search Engine Technology, E-commerce, E-commerce SEO, SEO, Web Design, Public Speaking
Education
Harvard University 1998 — 1999
Object Oriented Languages, Computer Science
New York University 1985 — 1986
Certificate Computer Programming, COBOL, BAL, JCL
Kelly Ashlaw Kelly Ashlaw's Phoenix Life Insurance Company Experience 1997 - 2005
Job (Kamis) Consultant Business Analyst at LIMRA
Industry Financial Services
Experience
LIMRA June 2015 - Present
WGE Communications October 2013 - Present
University of Massachusetts Amherst August 2014 - December 2014
The Hartford August 2011 - October 2013
Farm Credit Financial Partners April 2005 - July 2011
Phoenix Life Insurance Company 1997 - 2005
Skills
SharePoint, Business Analysis, Vendor Management, Process Improvement, Requirements Gathering, Project Management, Captivate, Software Documentation, Instructional Design, Business Requirements, Management, Technical Writing, Team Building, Learning Management..., Training, Social Media, Social Networking
Education
Manchester Community College
Graphic Design with a focus on Multimedia
Technical Institute of America, NYC
Pursuing a Project Management Professional Certification, Business-related project management
LIMRA June 2015 - Present
WGE Communications October 2013 - Present
University of Massachusetts Amherst August 2014 - December 2014
The Hartford August 2011 - October 2013
Farm Credit Financial Partners April 2005 - July 2011
Phoenix Life Insurance Company 1997 - 2005
Skills
SharePoint, Business Analysis, Vendor Management, Process Improvement, Requirements Gathering, Project Management, Captivate, Software Documentation, Instructional Design, Business Requirements, Management, Technical Writing, Team Building, Learning Management..., Training, Social Media, Social Networking
Education
Manchester Community College
Graphic Design with a focus on Multimedia
Technical Institute of America, NYC
Pursuing a Project Management Professional Certification, Business-related project management
Badouroi Franck, MBA's Phoenix Life Insurance Company Experience June 2007 - August 2009
Job Sr. Business Analyst
Industry Financial Services
Experience
Travelers November 2011 - Present
Carevizor LLC 2013 - 2013
The Hartford July 2010 - November 2011
Phoenix Life Insurance Company June 2007 - August 2009
CDW January 2007 - June 2007
Eatern Connecticut State University May 2006 - January 2007
Eastern Connecticut State University January 2005 - May 2006
Pratt & Whitney January 2005 - August 2005
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Access, Insurance, Data Analysis, Process Improvement, Leadership, Outlook, Microsoft Word, Project Management, Public Speaking, Research, Visio
Education
The University of Connecticut 2009 — 2013
MBA, Business Administration and Management
Eastern Connecticut State University 2003 — 2006
Business Information Systems, IT
HEDCO
HEDCO
Travelers November 2011 - Present
Carevizor LLC 2013 - 2013
The Hartford July 2010 - November 2011
Phoenix Life Insurance Company June 2007 - August 2009
CDW January 2007 - June 2007
Eatern Connecticut State University May 2006 - January 2007
Eastern Connecticut State University January 2005 - May 2006
Pratt & Whitney January 2005 - August 2005
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Access, Insurance, Data Analysis, Process Improvement, Leadership, Outlook, Microsoft Word, Project Management, Public Speaking, Research, Visio
Education
The University of Connecticut 2009 — 2013
MBA, Business Administration and Management
Eastern Connecticut State University 2003 — 2006
Business Information Systems, IT
HEDCO
HEDCO
Dale J Pavlik's Phoenix Life Insurance Company Experience February 2002 - October 2007
Job Building Powerful Brand Recognition Through Visually Compelling Design
Industry Graphic Design
Experience
DJP Design LLC July 2001 - Present
Unilever January 2014 - December 2014
Tranquil Perspectives LLC September 2004 - October 2010
Phoenix Life Insurance Company February 2002 - October 2007
Pappas MacDonnell April 1996 - July 2001
Design Trust, Inc. June 1994 - April 1996
Meyer Design Associates, Inc. January 1990 - June 1994
Skills
Art Direction, Brand Development, Brochures, Logo Design, Corporate Branding, Graphic Design, Advertising, Typography, Creative Direction, Corporate Identity, Graphics, Photography, Marketing Communications, Newsletters, Collateral, Packaging, Branding & Identity, Posters, Catalogs, Concept Development, Web Design, Corporate Communications, Direct Mail, Marketing, Digital Media
Education
Massachusetts College of Art and Design 1986 — 1989
B.F.A., Graphic Design
DJP Design LLC July 2001 - Present
Unilever January 2014 - December 2014
Tranquil Perspectives LLC September 2004 - October 2010
Phoenix Life Insurance Company February 2002 - October 2007
Pappas MacDonnell April 1996 - July 2001
Design Trust, Inc. June 1994 - April 1996
Meyer Design Associates, Inc. January 1990 - June 1994
Skills
Art Direction, Brand Development, Brochures, Logo Design, Corporate Branding, Graphic Design, Advertising, Typography, Creative Direction, Corporate Identity, Graphics, Photography, Marketing Communications, Newsletters, Collateral, Packaging, Branding & Identity, Posters, Catalogs, Concept Development, Web Design, Corporate Communications, Direct Mail, Marketing, Digital Media
Education
Massachusetts College of Art and Design 1986 — 1989
B.F.A., Graphic Design
Timothy Albertson's Phoenix Life Insurance Company Experience 2011 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Phoenix Life Insurance Company 2011 - 2014
Army National Guard August 2007 - August 2013
Skills
Accounting
Education
Grantham University 2010 — 2015
Bachelor's degree, Accounting
Phoenix Life Insurance Company 2011 - 2014
Army National Guard August 2007 - August 2013
Skills
Accounting
Education
Grantham University 2010 — 2015
Bachelor's degree, Accounting
Pradeep Gudapati Pradeep Gudapati's Phoenix Life Insurance Company Experience February 2011 - May 2011
Job PeopleSoft Technofunctional Consultant at IMF
Industry Computer Software
Experience
International Monetary Fund September 2013 - Present
The World Bank December 2012 - August 2013
Putnam Investments June 2011 - November 2012
Phoenix Life Insurance Company February 2011 - May 2011
FedEx August 2010 - January 2011
The Hartford March 2008 - July 2010
SUPERVALU 2006 - 2008
Premier IT Solutions May 2004 - February 2006
Medtronic 2005 - 2006
Skills
PeopleSoft, PeopleCode, SQR, PeopleTools, Production Support, Unix, Oracle, Requirements Analysis, Crystal Reports, SDLC, PL/SQL, Requirements Gathering, SQL, DB2, ERP, Business Process, Financials, Business Intelligence, XML, Software Project..., Data Conversion, Business Analysis, SharePoint, PMP, Business Objects, Integration, Data Warehousing, Data Migration, Informatica, XML Publisher, Microsoft SQL Server, Business Process Design, Enterprise Architecture, Oracle Applications, User Acceptance Testing, Databases, SOA, Unix Shell Scripting, Visio, Oracle E-Business Suite, ETL, Solution Architecture, Systems Analysis, Data Modeling, Testing, Weblogic, Performance Tuning, Business Requirements, Quality Center, OBIEE
Education
Governors State University 2002 — 2004
Masters in Computer Science
AMIETE 1995 — 2000
B.E, Electronics and Telecommunications
Vivekananda junior college 1993 — 1995
Intermediate, Maths, Physics and Chemistry
V.S St John's high school, Gannavaram 1981 — 1993
high school
Hawaii Pacific University
International Monetary Fund September 2013 - Present
The World Bank December 2012 - August 2013
Putnam Investments June 2011 - November 2012
Phoenix Life Insurance Company February 2011 - May 2011
FedEx August 2010 - January 2011
The Hartford March 2008 - July 2010
SUPERVALU 2006 - 2008
Premier IT Solutions May 2004 - February 2006
Medtronic 2005 - 2006
Skills
PeopleSoft, PeopleCode, SQR, PeopleTools, Production Support, Unix, Oracle, Requirements Analysis, Crystal Reports, SDLC, PL/SQL, Requirements Gathering, SQL, DB2, ERP, Business Process, Financials, Business Intelligence, XML, Software Project..., Data Conversion, Business Analysis, SharePoint, PMP, Business Objects, Integration, Data Warehousing, Data Migration, Informatica, XML Publisher, Microsoft SQL Server, Business Process Design, Enterprise Architecture, Oracle Applications, User Acceptance Testing, Databases, SOA, Unix Shell Scripting, Visio, Oracle E-Business Suite, ETL, Solution Architecture, Systems Analysis, Data Modeling, Testing, Weblogic, Performance Tuning, Business Requirements, Quality Center, OBIEE
Education
Governors State University 2002 — 2004
Masters in Computer Science
AMIETE 1995 — 2000
B.E, Electronics and Telecommunications
Vivekananda junior college 1993 — 1995
Intermediate, Maths, Physics and Chemistry
V.S St John's high school, Gannavaram 1981 — 1993
high school
Hawaii Pacific University
Brian Trzcinski's Phoenix Life Insurance Company Experience August 1998 - April 2000
Job Director, Business Market Development at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2006 - Present
MetLife May 2000 - August 2006
Phoenix Life Insurance Company August 1998 - April 2000
Skills
Insurance, Market Research
Education
Emerson College 2001 — 2004
M.A., Writing & Publishing
Stonehill College 1994 — 1998
B.A., Mass Media Communication/Journalism
MassMutual Financial Group August 2006 - Present
MetLife May 2000 - August 2006
Phoenix Life Insurance Company August 1998 - April 2000
Skills
Insurance, Market Research
Education
Emerson College 2001 — 2004
M.A., Writing & Publishing
Stonehill College 1994 — 1998
B.A., Mass Media Communication/Journalism
Mali Bartlett Mali Bartlett's Phoenix Life Insurance Company Experience 1995 - 1997
Job Global Head of Deposit & Investments at HSBC
Industry Financial Services
Experience
HSBC October 2014 - Present
Citi 2005 - 2014
JP Morgan 2003 - 2005
Citi 2002 - 2003
Citi 2000 - 2002
Citi 2000 - 2002
Citi 1999 - 2000
Citi 1998 - 1998
Phoenix Home Life 1995 - 1997
Phoenix Life Insurance Company 1995 - 1997
Skills
Fixed Income, Banking, Capital Markets, Cash Management, Series 7, Series 63, Money Market, Financial Services, Product Management, Investments, Mutual Funds, Risk Management
Education
Indiana University Bloomington 1997 — 1999
MBA, Finance
Trinity College-Hartford 1992 — 1996
BS, Mathematics
HSBC October 2014 - Present
Citi 2005 - 2014
JP Morgan 2003 - 2005
Citi 2002 - 2003
Citi 2000 - 2002
Citi 2000 - 2002
Citi 1999 - 2000
Citi 1998 - 1998
Phoenix Home Life 1995 - 1997
Phoenix Life Insurance Company 1995 - 1997
Skills
Fixed Income, Banking, Capital Markets, Cash Management, Series 7, Series 63, Money Market, Financial Services, Product Management, Investments, Mutual Funds, Risk Management
Education
Indiana University Bloomington 1997 — 1999
MBA, Finance
Trinity College-Hartford 1992 — 1996
BS, Mathematics
Jeana Wolf, ACS, AIAA, CLTC Jeana Wolf, ACS, AIAA, CLTC's Phoenix Life Insurance Company Experience June 1996 - August 2002
Job Agency Manager
Industry Financial Services
Experience
Brokerage Services International, Inc May 2004 - Present
Phoenix Life Insurance Company June 1996 - August 2002
Skills
Brokers, Disability Insurance, Life Insurance, Fixed Annuities, Long-term Care, Universal Life, Retirement Planning, Health Insurance, Long Term Care Insurance, Whole Life, Term Life Insurance, Estate Planning, IRAs, Retirement, Critical Illness, Insurance, Underwriting
Education
Howard Community College 1984 — 1986
Business
Brokerage Services International, Inc May 2004 - Present
Phoenix Life Insurance Company June 1996 - August 2002
Skills
Brokers, Disability Insurance, Life Insurance, Fixed Annuities, Long-term Care, Universal Life, Retirement Planning, Health Insurance, Long Term Care Insurance, Whole Life, Term Life Insurance, Estate Planning, IRAs, Retirement, Critical Illness, Insurance, Underwriting
Education
Howard Community College 1984 — 1986
Business
David Shepherd David Shepherd's Phoenix Life Insurance Company Experience June 2014 - Present
Job Vice President and Corporate Auditor at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company June 2014 - Present
PT Works, LLC March 2011 - Present
Lincoln Financial Group April 2013 - May 2014
Kforce August 2012 - April 2013
Capmark Financial Group, Inc April 2008 - June 2011
Nationwide Insurance Company October 2003 - April 2008
PwC May 1993 - August 1998
Ohio Casualty Group June 1993 - July 1998
Skills
Internal Audit, SOX, Insurance, Risk Management, Auditing, Enterprise Risk..., Accounting, Internal Controls, Financial Risk, IT Audit, Sarbanes-Oxley, Process Improvement, Financial Reporting, Financial Analysis, Risk Assessment, SEC filings, SAS70, PeopleSoft, Sarbanes-Oxley Act, Business Process, Managerial Finance, Management, Finance, Financial Services, External Audit, Leadership, Executive Management, Budgets
Education
Miami University 1988 — 1993
BS, Business Administration - Finance Major
Phoenix Life Insurance Company June 2014 - Present
PT Works, LLC March 2011 - Present
Lincoln Financial Group April 2013 - May 2014
Kforce August 2012 - April 2013
Capmark Financial Group, Inc April 2008 - June 2011
Nationwide Insurance Company October 2003 - April 2008
PwC May 1993 - August 1998
Ohio Casualty Group June 1993 - July 1998
Skills
Internal Audit, SOX, Insurance, Risk Management, Auditing, Enterprise Risk..., Accounting, Internal Controls, Financial Risk, IT Audit, Sarbanes-Oxley, Process Improvement, Financial Reporting, Financial Analysis, Risk Assessment, SEC filings, SAS70, PeopleSoft, Sarbanes-Oxley Act, Business Process, Managerial Finance, Management, Finance, Financial Services, External Audit, Leadership, Executive Management, Budgets
Education
Miami University 1988 — 1993
BS, Business Administration - Finance Major
Laura Mirmino-Jones's Phoenix Life Insurance Company Experience 2001 - 2002
Job Business Analyst at OptumInsight
Industry Information Technology and Services
Experience
OptumInsight (formerly Ingenix) February 2012 - Present
Mystic Aquarium & Institute for Exploration September 2009 - Present
CIGNA July 2010 - January 2012
Travelers of Florida February 2007 - December 2008
Travelers Insurance March 2005 - February 2007
CIGNA Healthcare June 2004 - December 2004
Aetna April 2002 - June 2004
Cigna 2004 - 2004
Aetna 1973 - 2004
Phoenix Life Insurance Company 2001 - 2002
Education
Middlesex Community College 2010 — 2010
Grant Writing
Mystic Aquarium Institute for Exploration 2010 — 2010
Diseases of Sea Mammals
Manchester Community College 1996 — 1996
Paralegal
The University of Connecticut School of Law 1996 — 1996
Certificate, Paralegal
Rocky Hill High School 1969 — 1973
Business
Naugatuck Valley Community College
Total Quality
Mystic Aquarium Institute for Exploration
Volunteer Advanced Training
Mystic Aquarium Institute for Exploration
First Responder Advanced Training
OptumInsight (formerly Ingenix) February 2012 - Present
Mystic Aquarium & Institute for Exploration September 2009 - Present
CIGNA July 2010 - January 2012
Travelers of Florida February 2007 - December 2008
Travelers Insurance March 2005 - February 2007
CIGNA Healthcare June 2004 - December 2004
Aetna April 2002 - June 2004
Cigna 2004 - 2004
Aetna 1973 - 2004
Phoenix Life Insurance Company 2001 - 2002
Education
Middlesex Community College 2010 — 2010
Grant Writing
Mystic Aquarium Institute for Exploration 2010 — 2010
Diseases of Sea Mammals
Manchester Community College 1996 — 1996
Paralegal
The University of Connecticut School of Law 1996 — 1996
Certificate, Paralegal
Rocky Hill High School 1969 — 1973
Business
Naugatuck Valley Community College
Total Quality
Mystic Aquarium Institute for Exploration
Volunteer Advanced Training
Mystic Aquarium Institute for Exploration
First Responder Advanced Training
Jerry Johnston's Phoenix Life Insurance Company Experience August 2007 - April 2010
Job Field Sales Associate at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance April 2010 - Present
Phoenix Life Insurance Company August 2007 - April 2010
Phoenix Life Insurance Company2006 August 2007 - April 2010
New York Life Insurance Company June 1991 - June 2007
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Insurance, Long-term Care, Pensions, Estate Planning, Series 6, Term Life Insurance, Wealth Management, Mutual Funds, Disability Insurance, Financial Planners, Variable Annuities
Education
The American College 2001 — 2003
CLU, Insurance
The American College
ChFC, Financial Planning
Mississippi State University 1969 — 1973
BS, Education
State Farm Insurance April 2010 - Present
Phoenix Life Insurance Company August 2007 - April 2010
Phoenix Life Insurance Company2006 August 2007 - April 2010
New York Life Insurance Company June 1991 - June 2007
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Insurance, Long-term Care, Pensions, Estate Planning, Series 6, Term Life Insurance, Wealth Management, Mutual Funds, Disability Insurance, Financial Planners, Variable Annuities
Education
The American College 2001 — 2003
CLU, Insurance
The American College
ChFC, Financial Planning
Mississippi State University 1969 — 1973
BS, Education
Paula Lister Paula Lister's Phoenix Life Insurance Company Experience March 2003 - June 2008
Job Insurance
Industry Financial Services
Experience
Asset Plan Partners November 2014 - Present
Edward Jones Investments September 2009 - October 2014
Phoenix Life Insurance Company March 2003 - June 2008
Skills
Mutual Funds, Series 7, Insurance, Retirement Planning, Sales
Education
Golden West College 1977 — 1981
Asset Plan Partners November 2014 - Present
Edward Jones Investments September 2009 - October 2014
Phoenix Life Insurance Company March 2003 - June 2008
Skills
Mutual Funds, Series 7, Insurance, Retirement Planning, Sales
Education
Golden West College 1977 — 1981
Jeannine Phillips Jeannine Phillips's Phoenix Life Insurance Company Experience November 2002 - December 2014
Job Accounts Receivable Administrator @ Cyalume Technologies
Industry Defense & Space
Experience
Cyalume Technologies, Inc. January 2015 - Present
Phoenix Life Insurance Company November 2002 - December 2014
Classic Hotels of CT November 1998 - September 2001
Orion Captial Insurance Co aka Connecticut Specialty November 1994 - November 1998
Great American Insurance October 1991 - March 1993
Skills
Lotus Notes, Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Acrobat, PeopleSoft, Hyperion HFM, AS 2000 - Freedom..., TriTech Software -..., Accutrac archiving..., Organization, Statistical Analysist, Legal Compliance, Proven ability to..., Accounts Payable
Education
Springfield Technical Community College 1997 — 1998
Holyoke Community College 1980 — 1981
None, Retail Management
West Springfield Senior High School 1977 — 1980
West Springfield Senior High School
Cyalume Technologies, Inc. January 2015 - Present
Phoenix Life Insurance Company November 2002 - December 2014
Classic Hotels of CT November 1998 - September 2001
Orion Captial Insurance Co aka Connecticut Specialty November 1994 - November 1998
Great American Insurance October 1991 - March 1993
Skills
Lotus Notes, Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Acrobat, PeopleSoft, Hyperion HFM, AS 2000 - Freedom..., TriTech Software -..., Accutrac archiving..., Organization, Statistical Analysist, Legal Compliance, Proven ability to..., Accounts Payable
Education
Springfield Technical Community College 1997 — 1998
Holyoke Community College 1980 — 1981
None, Retail Management
West Springfield Senior High School 1977 — 1980
West Springfield Senior High School
Claudia J. Eckels's Phoenix Life Insurance Company Experience February 2010 - March 2012
Job
Industry Insurance
Experience
EXL April 2012 - Present
Phoenix Life Insurance Company February 2010 - March 2012
Phoenix Life Insurance Company June 2009 - March 2010
Phoenix Life Insurance Company October 2008 - June 2009
Phoenix Life Insurance Company April 2007 - October 2008
Hanover Insurance Group (Formerly Allmerica Financial) 1996 - February 2007
Hanover Insurance Group May 2000 - January 2007
Allmerica Financial Services September 1997 - May 2000
Allmerica Financial March 1996 - September 1997
Merrill Lynch Insurance Group May 1992 - March 1996
Skills
Product Development, Talent Management, Coaching, Insurance, Business Analysis, Program Management, CRM, Leadership, Business Process..., Management, Risk Management, Business Process, Operations Management, Cross-functional Team..., Project Management, Six Sigma, Performance Management, Business Planning, Start-ups, Process Improvement, Vendor Management, Financial Services, Strategy, SDLC
Education
Villanova University 2007 — 2007
N/A
Montclair State University 1978 — 1980
M A
Montclair State University 1973 — 1977
B A
EXL April 2012 - Present
Phoenix Life Insurance Company February 2010 - March 2012
Phoenix Life Insurance Company June 2009 - March 2010
Phoenix Life Insurance Company October 2008 - June 2009
Phoenix Life Insurance Company April 2007 - October 2008
Hanover Insurance Group (Formerly Allmerica Financial) 1996 - February 2007
Hanover Insurance Group May 2000 - January 2007
Allmerica Financial Services September 1997 - May 2000
Allmerica Financial March 1996 - September 1997
Merrill Lynch Insurance Group May 1992 - March 1996
Skills
Product Development, Talent Management, Coaching, Insurance, Business Analysis, Program Management, CRM, Leadership, Business Process..., Management, Risk Management, Business Process, Operations Management, Cross-functional Team..., Project Management, Six Sigma, Performance Management, Business Planning, Start-ups, Process Improvement, Vendor Management, Financial Services, Strategy, SDLC
Education
Villanova University 2007 — 2007
N/A
Montclair State University 1978 — 1980
M A
Montclair State University 1973 — 1977
B A
Ashwin Menon's Phoenix Life Insurance Company Experience July 2010 - January 2011
Job Sr. PeopleSoft Developer at University of Texas at Dallas
Industry Information Technology and Services
Experience
University of Texas at Dallas April 2013 - Present
ERP Analysts 2000 - Present
CBRE February 2011 - March 2013
Phoenix Life Insurance Company July 2010 - January 2011
Dell Perot Systems June 2010 - December 2010
Integrys August 2009 - June 2010
PricewaterhouseCoopers March 2009 - July 2009
Educational; Testing Services March 2008 - February 2009
Harcourt July 2007 - February 2008
Chicago Board of Trade June 2006 - July 2007
Skills
SQR, XML, Crystal Reports, Requirements Gathering, PeopleSoft, Unix, DB2, Oracle, XML Publisher, PeopleTools, Data Conversion, PeopleCode, Production Support, Business Analysis, Business Intelligence, Integration, Financials, SQL, PL/SQL, Consulting, ERP, Security, Business Process, Interfaces, Requirements Analysis, PeopleSoft Financial, Performance Tuning, Data Warehousing, Fit/Gap Analysis, Oracle Applications
Education
Kendriya Vidyalaya
The University of Texas at El Paso
Masters
Visvesvaraya Technological University
University of Texas at Dallas April 2013 - Present
ERP Analysts 2000 - Present
CBRE February 2011 - March 2013
Phoenix Life Insurance Company July 2010 - January 2011
Dell Perot Systems June 2010 - December 2010
Integrys August 2009 - June 2010
PricewaterhouseCoopers March 2009 - July 2009
Educational; Testing Services March 2008 - February 2009
Harcourt July 2007 - February 2008
Chicago Board of Trade June 2006 - July 2007
Skills
SQR, XML, Crystal Reports, Requirements Gathering, PeopleSoft, Unix, DB2, Oracle, XML Publisher, PeopleTools, Data Conversion, PeopleCode, Production Support, Business Analysis, Business Intelligence, Integration, Financials, SQL, PL/SQL, Consulting, ERP, Security, Business Process, Interfaces, Requirements Analysis, PeopleSoft Financial, Performance Tuning, Data Warehousing, Fit/Gap Analysis, Oracle Applications
Education
Kendriya Vidyalaya
The University of Texas at El Paso
Masters
Visvesvaraya Technological University
Donald Aderhold's Phoenix Life Insurance Company Experience 2010 - Present
Job AVP Corporate Finance at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company 2010 - Present
The Hartford 2006 - 2010
DrugMax 2000 - 2006
Millicom International Cellular 1995 - 1999
Skills
Sarbanes-Oxley Act, Management Consulting, Financial Analysis, Business Strategy, Financial Reporting, Strategic Financial..., US GAAP, Internal Controls, SEC filings, Finance, Corporate Finance, Financial Modeling, Auditing, Mergers & Acquisitions, Insurance, Accounting, Risk Management, Enterprise Risk..., Financial Accounting
Education
LSU
Phoenix Life Insurance Company 2010 - Present
The Hartford 2006 - 2010
DrugMax 2000 - 2006
Millicom International Cellular 1995 - 1999
Skills
Sarbanes-Oxley Act, Management Consulting, Financial Analysis, Business Strategy, Financial Reporting, Strategic Financial..., US GAAP, Internal Controls, SEC filings, Finance, Corporate Finance, Financial Modeling, Auditing, Mergers & Acquisitions, Insurance, Accounting, Risk Management, Enterprise Risk..., Financial Accounting
Education
LSU
Benjamin T. Clark, CFP®'s Phoenix Life Insurance Company Experience September 2005 - October 2007
Job Business Development Manager at Southeast Personnel Leasing
Industry Financial Services
Experience
Southeast Personnel Leasing March 2012 - Present
Ernst & Young October 2010 - March 2012
Daughton Wealth Management March 2009 - September 2011
Phoenix Wealth Management October 2007 - March 2009
Phoenix Life Insurance Company September 2005 - October 2007
CORE Group USA September 2004 - May 2005
CORE Group USA April 2003 - May 2005
AEGON August 2001 - April 2003
AEGON July 2000 - August 2001
Skills
Long Term Care, Financial Planning, Wealth Management, Retirement Planning, Annuities, Annuity, Tax, Mutual Funds, Insurance, Estate Planning, Asset Management, Risk Management, Financial Analysis, Pensions, 401k, Public Speaking, Business Planning, Employee Benefits, Investments, Budgeting, Alternative Investments, Asset Allocation, Series 63, Fixed Annuities, Strategic Financial..., Financial Advisory, Financial Planners, Financial Services, Wealth, Long-term Care, Finance, Life Insurance, Workers Compensation, Sales Management, Underwriting, Payroll
Education
Indiana University Bloomington 1996 — 2000
BS, Marketing
Carmel High School 1993 — 1996
Southeast Personnel Leasing March 2012 - Present
Ernst & Young October 2010 - March 2012
Daughton Wealth Management March 2009 - September 2011
Phoenix Wealth Management October 2007 - March 2009
Phoenix Life Insurance Company September 2005 - October 2007
CORE Group USA September 2004 - May 2005
CORE Group USA April 2003 - May 2005
AEGON August 2001 - April 2003
AEGON July 2000 - August 2001
Skills
Long Term Care, Financial Planning, Wealth Management, Retirement Planning, Annuities, Annuity, Tax, Mutual Funds, Insurance, Estate Planning, Asset Management, Risk Management, Financial Analysis, Pensions, 401k, Public Speaking, Business Planning, Employee Benefits, Investments, Budgeting, Alternative Investments, Asset Allocation, Series 63, Fixed Annuities, Strategic Financial..., Financial Advisory, Financial Planners, Financial Services, Wealth, Long-term Care, Finance, Life Insurance, Workers Compensation, Sales Management, Underwriting, Payroll
Education
Indiana University Bloomington 1996 — 2000
BS, Marketing
Carmel High School 1993 — 1996
Edward J Novak, CFA's Phoenix Life Insurance Company Experience February 1993 - March 2001
Job Managing Director at Phoenix
Industry Insurance
Experience
Phoenix March 2001 - Present
Phoenix Life Insurance Company February 1993 - March 2001
Home Life Insurance Company February 1991 - January 1993
Home Life Insurance Company February 1989 - February 1991
Education
Fairleigh Dickinson University 1986 — 1990
MBA, Finance
William Paterson University of New Jersey 1978 — 1980
BS, Accounting
Phoenix March 2001 - Present
Phoenix Life Insurance Company February 1993 - March 2001
Home Life Insurance Company February 1991 - January 1993
Home Life Insurance Company February 1989 - February 1991
Education
Fairleigh Dickinson University 1986 — 1990
MBA, Finance
William Paterson University of New Jersey 1978 — 1980
BS, Accounting
Ted Coia's Phoenix Life Insurance Company Experience January 1980 - August 1987
Job Business Development Executive at IBM
Industry Insurance
Experience
Retired Business Development ExecutiveIBM Insurance Outsourcing ServicesJanuary 2005 - June 2014
Liberty Insurance Services Corporation January 1999 - December 2004
Monarch Life Insurance Company August 1987 - July 1998
Phoenix Life Insurance Company January 1980 - August 1987
Phoenix Life Insurance Company September 1975 - December 1979
Connecticut Mutual Life Insurance Company April 1973 - August 1975
USMC October 1969 - December 1972
Skills
Insurance, Financial Services, Strategic Planning, New Business Development, Risk Management, Business Analysis, Vendor Management, Banking, Budgets, Sales, Health Insurance, Team Building, Strategy, Process Improvement, Account Management, Marketing, Management Consulting, CRM, Outsourcing, Business Process..., Executive Management, Business Strategy, Business Intelligence, Business Development
Education
Fairfield University 1965 — 1969
BA, Economics
Retired Business Development ExecutiveIBM Insurance Outsourcing ServicesJanuary 2005 - June 2014
Liberty Insurance Services Corporation January 1999 - December 2004
Monarch Life Insurance Company August 1987 - July 1998
Phoenix Life Insurance Company January 1980 - August 1987
Phoenix Life Insurance Company September 1975 - December 1979
Connecticut Mutual Life Insurance Company April 1973 - August 1975
USMC October 1969 - December 1972
Skills
Insurance, Financial Services, Strategic Planning, New Business Development, Risk Management, Business Analysis, Vendor Management, Banking, Budgets, Sales, Health Insurance, Team Building, Strategy, Process Improvement, Account Management, Marketing, Management Consulting, CRM, Outsourcing, Business Process..., Executive Management, Business Strategy, Business Intelligence, Business Development
Education
Fairfield University 1965 — 1969
BA, Economics
Glenn Thoma's Phoenix Life Insurance Company Experience March 1997 - October 2004
Job Senior Application Engineer at Baystate Health
Industry Telecommunications
Experience
Baystate Health February 2012 - Present
HP Enterprise Services October 2004 - February 2012
Phoenix Life Insurance Company March 1997 - October 2004
Skills
Vendor Management, Telephony, Disaster Recovery, Software Development, Process Improvement, Management, Networking, Business Analysis, Software Documentation, Integration, SDLC, ITIL, Leadership, Visio, Data Center, IT Operations, Interactive..., Interactive..., IT Strategy, Troubleshooting, Requirements Analysis
Education
Greenfield Community College 1975 — 1977
Associate of Science (A.S.), Law, 3.2
Westfield State College 1977 — 1978
Pre-Law Studies
Baystate Health February 2012 - Present
HP Enterprise Services October 2004 - February 2012
Phoenix Life Insurance Company March 1997 - October 2004
Skills
Vendor Management, Telephony, Disaster Recovery, Software Development, Process Improvement, Management, Networking, Business Analysis, Software Documentation, Integration, SDLC, ITIL, Leadership, Visio, Data Center, IT Operations, Interactive..., Interactive..., IT Strategy, Troubleshooting, Requirements Analysis
Education
Greenfield Community College 1975 — 1977
Associate of Science (A.S.), Law, 3.2
Westfield State College 1977 — 1978
Pre-Law Studies
John Richard's Phoenix Life Insurance Company Experience March 2003 - November 2004
Job Executive Desktop Support Very Actively Seeking New Employment Opportunity
Industry Information Technology and Services
Experience
Very Actively Seeking New Employment Opportunity November 2013 - Present
Travelers March 2013 - November 2013
Unemployed October 2012 - March 2013
Springfield College February 2012 - October 2012
Very Actively Seeking New Employment Opportunity January 2012 - February 2012
ISO New England November 2004 - December 2011
Phoenix Life Insurance Company March 2003 - November 2004
Self Employed January 2002 - March 2003
Compaq September 2000 - January 2002
MassMutual August 1996 - September 2000
Skills
Troubleshooting, Visio, Business Analysis, Disaster Recovery, Help Desk Support, Process Improvement, Security, Active Directory, SharePoint, Technical Support, System Administration, Software Documentation, Vendor Management, Testing, IT Management
Education
Holyoke Community College
Some course work, Accounting, Supervision and Management
Very Actively Seeking New Employment Opportunity November 2013 - Present
Travelers March 2013 - November 2013
Unemployed October 2012 - March 2013
Springfield College February 2012 - October 2012
Very Actively Seeking New Employment Opportunity January 2012 - February 2012
ISO New England November 2004 - December 2011
Phoenix Life Insurance Company March 2003 - November 2004
Self Employed January 2002 - March 2003
Compaq September 2000 - January 2002
MassMutual August 1996 - September 2000
Skills
Troubleshooting, Visio, Business Analysis, Disaster Recovery, Help Desk Support, Process Improvement, Security, Active Directory, SharePoint, Technical Support, System Administration, Software Documentation, Vendor Management, Testing, IT Management
Education
Holyoke Community College
Some course work, Accounting, Supervision and Management
Partha Paul's Phoenix Life Insurance Company Experience 2000 - 2003
Job Disaster Recovery/IAM Consultant at Iman Communications LLC
Industry Computer & Network Security
Experience
Iman Communications LLC June 2011 - Present
Federal Reserve Bank April 2007 - April 2011
Sungard Availability Services December 2004 - April 2007
Uca Computer Systems Inc December 2003 - November 2004
Phoenix Life Insurance Company 2000 - 2003
IBM September 1995 - January 2000
Wipro April 1993 - August 1995
PSI Data Systems Limited November 1990 - April 1993
Skills
Management, IT Strategy, Solution Architecture, Data Center, Disaster Recovery, ITIL, Enterprise Architecture, Integration, IT Service Management, Vendor Management, Cloud Computing, Virtualization, Software Project..., Information Technology, Requirements Analysis, Program Management, Enterprise Software, Security, IT Operations, Business Analysis, Pre-sales, Identity & Access..., Access Control..., Backup & Recovery..., CISSP, CISM, Network Security, Cyber-security, Information Security...
Education
CISSP 2012 — 2013
ISC2, Computer and Information Systems Security/Information Assurance
National Institute of Technology Durgapur
Engineer's Degree, Electrical, Electronics and Communications Engineering
Iman Communications LLC June 2011 - Present
Federal Reserve Bank April 2007 - April 2011
Sungard Availability Services December 2004 - April 2007
Uca Computer Systems Inc December 2003 - November 2004
Phoenix Life Insurance Company 2000 - 2003
IBM September 1995 - January 2000
Wipro April 1993 - August 1995
PSI Data Systems Limited November 1990 - April 1993
Skills
Management, IT Strategy, Solution Architecture, Data Center, Disaster Recovery, ITIL, Enterprise Architecture, Integration, IT Service Management, Vendor Management, Cloud Computing, Virtualization, Software Project..., Information Technology, Requirements Analysis, Program Management, Enterprise Software, Security, IT Operations, Business Analysis, Pre-sales, Identity & Access..., Access Control..., Backup & Recovery..., CISSP, CISM, Network Security, Cyber-security, Information Security...
Education
CISSP 2012 — 2013
ISC2, Computer and Information Systems Security/Information Assurance
National Institute of Technology Durgapur
Engineer's Degree, Electrical, Electronics and Communications Engineering
Nancy Hanlon O'connell's Phoenix Life Insurance Company Experience 1997 - 2006
Job Sr Technical Analyst at United HealthGroup
Industry Computer Software
Experience
United HealthGroup February 2006 - Present
Phoenix Life Insurance Company 1997 - 2006
Travelers 1980 - 1997
Skills
Spring, Spring MVC, Flex, Java, Websphere, MVC, Struts, SOA, SQL, JUnit
Education
Miami University 1976 — 1980
United HealthGroup February 2006 - Present
Phoenix Life Insurance Company 1997 - 2006
Travelers 1980 - 1997
Skills
Spring, Spring MVC, Flex, Java, Websphere, MVC, Struts, SOA, SQL, JUnit
Education
Miami University 1976 — 1980
Lori Mahoney's Phoenix Life Insurance Company Experience 2006 - 2007
Job Marketing Manager at CIGNA Healthcare
Industry Insurance
Experience
CIGNA April 2007 - Present
Phoenix Life Insurance Company 2006 - 2007
The Phoenix Companies 2005 - 2007
MassMutual Trust Company April 2003 - October 2005
CIGNA Retirement & Investment Services 1994 - 2000
Skills
401k, Account Management, Advertising, B2B, Copywriting, Corporate Communications, Cross-functional Team..., Disability Insurance, Email Marketing, Employee Benefits, Event Management, Event Planning, Financial Services, Fixed Annuities, Health Insurance, Healthcare, Insurance, Integrated Marketing, Internal Communications, Leadership, Life Insurance, Long-term Care, Managed Care, Management, Marketing, Marketing Communications, Marketing Strategy, Medicare, Mutual Funds, New Business Development, Process Improvement, Product Marketing, Project Management, Project Planning, Public Relations, Retirement, Sales, Salesforce.com, Segmentation, Series 6, Series 63, Social Media Marketing, Strategic Communications, Strategic Planning, Strategy, Team Building, Vendor Management
Education
Fitchburg State University 1981 — 1985
BS, Communications
CIGNA April 2007 - Present
Phoenix Life Insurance Company 2006 - 2007
The Phoenix Companies 2005 - 2007
MassMutual Trust Company April 2003 - October 2005
CIGNA Retirement & Investment Services 1994 - 2000
Skills
401k, Account Management, Advertising, B2B, Copywriting, Corporate Communications, Cross-functional Team..., Disability Insurance, Email Marketing, Employee Benefits, Event Management, Event Planning, Financial Services, Fixed Annuities, Health Insurance, Healthcare, Insurance, Integrated Marketing, Internal Communications, Leadership, Life Insurance, Long-term Care, Managed Care, Management, Marketing, Marketing Communications, Marketing Strategy, Medicare, Mutual Funds, New Business Development, Process Improvement, Product Marketing, Project Management, Project Planning, Public Relations, Retirement, Sales, Salesforce.com, Segmentation, Series 6, Series 63, Social Media Marketing, Strategic Communications, Strategic Planning, Strategy, Team Building, Vendor Management
Education
Fitchburg State University 1981 — 1985
BS, Communications
Jo-Anne Leventhal's Phoenix Life Insurance Company Experience 1971 - 2000
Job Northeast Resilience Corsortium, NonCredit Coordinator at Capital Community College
Industry Nonprofit Organization Management
Experience
Capital Community College January 2014 - Present
Jo-Anne Leventhal & Company October 2010 - Present
Leventhal & Associates March 2006 - Present
Charter Oak Health Center August 2012 - January 2014
Capital Community College December 2010 - July 2012
Our Piece of the Pie April 2007 - October 2010
Our Piece of the Pie (OPP) May 2007 - August 2007
Natonal Multiplle Sclerosis Foundation - CT January 2005 - March 2006
National Kidney Foundaion of CT January 2001 - December 2004
Phoenix Life Insurance Company 1971 - 2000
Skills
Event Planning, Writing, Corporate Communications, Marketing Communications, Strategic Communications, Internal Communications, Community Relations, Grant Writing, Speech Writing, Event Management, Newsletters, Non-profits, Public Relations, Social Media, Leadership, Community Development, Nonprofits, Volunteer Management, Strategic Planning, Program Management, Grants, Management, Fundraising
Education
University of Connecticut 1966 — 1968
English
Lesley University
B.S., Management
Capital Community College January 2014 - Present
Jo-Anne Leventhal & Company October 2010 - Present
Leventhal & Associates March 2006 - Present
Charter Oak Health Center August 2012 - January 2014
Capital Community College December 2010 - July 2012
Our Piece of the Pie April 2007 - October 2010
Our Piece of the Pie (OPP) May 2007 - August 2007
Natonal Multiplle Sclerosis Foundation - CT January 2005 - March 2006
National Kidney Foundaion of CT January 2001 - December 2004
Phoenix Life Insurance Company 1971 - 2000
Skills
Event Planning, Writing, Corporate Communications, Marketing Communications, Strategic Communications, Internal Communications, Community Relations, Grant Writing, Speech Writing, Event Management, Newsletters, Non-profits, Public Relations, Social Media, Leadership, Community Development, Nonprofits, Volunteer Management, Strategic Planning, Program Management, Grants, Management, Fundraising
Education
University of Connecticut 1966 — 1968
English
Lesley University
B.S., Management
Latrice Jones Jennings's Phoenix Life Insurance Company Experience June 2008 - December 2008
Job Underwriter
Industry Insurance
Experience
Chubb April 2009 - Present
Phoenix Life Insurance Company June 2008 - December 2008
The Hartford October 2006 - May 2008
Safeco 2002 - 2006
Skills
Underwriting, Insurance, Property & Casualty..., Claim, General Insurance, Casualty, Liability, Life Insurance, Claims Management, Commercial Insurance, Commercial Lines, Legal Liability, Disability Insurance, Workers Compensation, Term Life Insurance, Risk Management, Fixed Annuities, Health Insurance, Reinsurance, Claim Investigation, Professional Liability, Brokers, Claims Handling
Education
Johnson and Wales University 1994 — 1998
Bachelor of Science (B.S.), Business Management
Plainville High School 1990 — 1994
Diploma, Academic
Chubb April 2009 - Present
Phoenix Life Insurance Company June 2008 - December 2008
The Hartford October 2006 - May 2008
Safeco 2002 - 2006
Skills
Underwriting, Insurance, Property & Casualty..., Claim, General Insurance, Casualty, Liability, Life Insurance, Claims Management, Commercial Insurance, Commercial Lines, Legal Liability, Disability Insurance, Workers Compensation, Term Life Insurance, Risk Management, Fixed Annuities, Health Insurance, Reinsurance, Claim Investigation, Professional Liability, Brokers, Claims Handling
Education
Johnson and Wales University 1994 — 1998
Bachelor of Science (B.S.), Business Management
Plainville High School 1990 — 1994
Diploma, Academic
Ronald Hyson's Phoenix Life Insurance Company Experience DirectorThe Phoenix Companies1993 - Present
Job Director at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company DirectorThe Phoenix Companies1993 - Present
Education
Hudson Valley Community College 1993 — 1998
Phoenix Life Insurance Company DirectorThe Phoenix Companies1993 - Present
Education
Hudson Valley Community College 1993 — 1998
Neil Whittaker's Phoenix Life Insurance Company Experience July 2000 - July 2001
Job at Cigna
Industry Insurance
Experience
Cigna November 2013 - Present
Mass Mutual July 2008 - November 2013
MassMutual January 2004 - July 2008
CIGNA July 2001 - March 2004
Phoenix Life Insurance Company July 2000 - July 2001
MassMutual Financial Group March 1998 - July 2000
Travelers March 1997 - March 1998
Vantage Computer Systems July 1991 - March 1997
Dept of Income Maintenance, State of CT July 1988 - July 1991
Connecticut Mutual Life March 1987 - April 1988
Skills
SDLC, Process Improvement, Systems Analysis, Business Requirements, Requirements Gathering, Business Analysis, Business Process..., Visio, Vendor Management, Requirements Analysis, Data Warehousing, COBOL, User Acceptance Testing, Business Intelligence, Analysis
Education
Manchester Community College 1999 — 2008
Associate of Science (A.S.), Computer Science
Cigna November 2013 - Present
Mass Mutual July 2008 - November 2013
MassMutual January 2004 - July 2008
CIGNA July 2001 - March 2004
Phoenix Life Insurance Company July 2000 - July 2001
MassMutual Financial Group March 1998 - July 2000
Travelers March 1997 - March 1998
Vantage Computer Systems July 1991 - March 1997
Dept of Income Maintenance, State of CT July 1988 - July 1991
Connecticut Mutual Life March 1987 - April 1988
Skills
SDLC, Process Improvement, Systems Analysis, Business Requirements, Requirements Gathering, Business Analysis, Business Process..., Visio, Vendor Management, Requirements Analysis, Data Warehousing, COBOL, User Acceptance Testing, Business Intelligence, Analysis
Education
Manchester Community College 1999 — 2008
Associate of Science (A.S.), Computer Science
Tonya Glenn's Phoenix Life Insurance Company Experience April 2001 - July 2008
Job Life Underwriter
Industry Insurance
Experience
Farm Family July 2008 - Present
Phoenix Life Insurance Company April 2001 - July 2008
Skills
Term Life Insurance, Disability Insurance, Insurance, Life Insurance, Universal Life, Whole Life, Underwriting, Reinsurance, Customer Service
Education
Hudson Valley Community College 2002 — 2004
AAS, Criminal Justice
The Sage Colleges-Sage College of Albany 1997 — 1999
AAS, Marketing and Management
Farm Family July 2008 - Present
Phoenix Life Insurance Company April 2001 - July 2008
Skills
Term Life Insurance, Disability Insurance, Insurance, Life Insurance, Universal Life, Whole Life, Underwriting, Reinsurance, Customer Service
Education
Hudson Valley Community College 2002 — 2004
AAS, Criminal Justice
The Sage Colleges-Sage College of Albany 1997 — 1999
AAS, Marketing and Management
Brian Mattiske's Phoenix Life Insurance Company Experience May 2007 - May 2009
Job Application Processor at Interstate Renewable Energy Council, Inc. (IREC)
Industry Renewables & Environment
Experience
Interstate Renewable Energy Council, Inc. (IREC) February 2011 - August 2015
Phoenix Life Insurance Company May 2007 - May 2009
Phoenix Life Insurance Company June 2005 - May 2007
Phoenix Life Insurance Company July 1999 - June 2005
Scarecrow Entertainment May 1997 - May 2000
Skills
Management, Software Documentation, Microsoft Office, Sales, Access, Human Resources, New Business Development, Project Management, Public Speaking, Budgets, Insurance, Policy, Strategic Planning, Time Management, Training, Renewable Energy, Process Improvement
Education
Hudson Valley Community College 2010 — 2012
Associates, Business / Accounting, 4.0
State University of New York Empire State College 2010 — 2010
Supplementary Credits, Business / Accounting
SUNY Oswego 1992 — 1996
Bachelor of Arts (B.A.), Communications
Interstate Renewable Energy Council, Inc. (IREC) February 2011 - August 2015
Phoenix Life Insurance Company May 2007 - May 2009
Phoenix Life Insurance Company June 2005 - May 2007
Phoenix Life Insurance Company July 1999 - June 2005
Scarecrow Entertainment May 1997 - May 2000
Skills
Management, Software Documentation, Microsoft Office, Sales, Access, Human Resources, New Business Development, Project Management, Public Speaking, Budgets, Insurance, Policy, Strategic Planning, Time Management, Training, Renewable Energy, Process Improvement
Education
Hudson Valley Community College 2010 — 2012
Associates, Business / Accounting, 4.0
State University of New York Empire State College 2010 — 2010
Supplementary Credits, Business / Accounting
SUNY Oswego 1992 — 1996
Bachelor of Arts (B.A.), Communications
Mark Tully's Phoenix Life Insurance Company Experience 1999 - 2005
Job President, Adventus Financial LLC
Industry Insurance
Experience
Adventus Financial LLC 2007 - Present
Phoenix Life Insurance Company 1999 - 2005
Keyport Life Insurance Company 1995 - 1999
Education
Georgetown University 1974 — 1978
B.S, Psychology
Adventus Financial LLC 2007 - Present
Phoenix Life Insurance Company 1999 - 2005
Keyport Life Insurance Company 1995 - 1999
Education
Georgetown University 1974 — 1978
B.S, Psychology
Jo-Anne Hogan's Phoenix Life Insurance Company Experience 1981 - 2005
Job Computer Technical Consultant at UConn
Industry Information Technology and Services
Experience
University of Connecticut Storrs February 2005 - Present
Phoenix Life Insurance Company 1981 - 2005
Skills
Technical Support, Troubleshooting, IT Management, Active Directory, Microsoft Office, Windows, Windows 7, Windows XP, Operating Systems, OS X, VMware, System Administration, Data Analysis, Vendor Management, Disaster Recovery, Network Security, Networking, Network Administration
Education
Greenfield Community College 1978 — 1980
Associate’s Degree, Business Science
University of Connecticut Storrs February 2005 - Present
Phoenix Life Insurance Company 1981 - 2005
Skills
Technical Support, Troubleshooting, IT Management, Active Directory, Microsoft Office, Windows, Windows 7, Windows XP, Operating Systems, OS X, VMware, System Administration, Data Analysis, Vendor Management, Disaster Recovery, Network Security, Networking, Network Administration
Education
Greenfield Community College 1978 — 1980
Associate’s Degree, Business Science
Thomas Steslicki's Phoenix Life Insurance Company Experience June 2000 - September 2001
Job CFO John Randolph Medical Center at HCA
Industry Hospital & Health Care
Experience
HCA December 2007 - December 2013
HCA May 2007 - December 2007
LifePoint Hospitals April 2003 - May 2007
HCA November 2001 - April 2003
Phoenix Life Insurance Company June 2000 - September 2001
W. R. Berkley Corporation April 1997 - August 1999
Kaiser Permanente June 1990 - September 1995
Skills
Healthcare, Healthcare Management, Physician Relations, Revenue Cycle, Physicians, Process Improvement, Strategic Planning, Managed Care, Healthcare Information..., Healthcare Consulting, Hospitals, Accounting, HIPAA, Team Building, Leadership, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Budgets, Managerial Finance, Healthcare Industry, GAAP, Policy, Executive Management, Medicaid, EMR, Sarbanes-Oxley, Forecasting, General Ledger, Performance Improvement, Internal Controls, EHR, CPA, Medicare, Insurance, Revenue Cycle Management, Mergers & Acquisitions
Education
University of Kentucky 1981 — 1982
MS, Accounting
Michigan State University 1975 — 1980
BA, Finance
HCA December 2007 - December 2013
HCA May 2007 - December 2007
LifePoint Hospitals April 2003 - May 2007
HCA November 2001 - April 2003
Phoenix Life Insurance Company June 2000 - September 2001
W. R. Berkley Corporation April 1997 - August 1999
Kaiser Permanente June 1990 - September 1995
Skills
Healthcare, Healthcare Management, Physician Relations, Revenue Cycle, Physicians, Process Improvement, Strategic Planning, Managed Care, Healthcare Information..., Healthcare Consulting, Hospitals, Accounting, HIPAA, Team Building, Leadership, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Budgets, Managerial Finance, Healthcare Industry, GAAP, Policy, Executive Management, Medicaid, EMR, Sarbanes-Oxley, Forecasting, General Ledger, Performance Improvement, Internal Controls, EHR, CPA, Medicare, Insurance, Revenue Cycle Management, Mergers & Acquisitions
Education
University of Kentucky 1981 — 1982
MS, Accounting
Michigan State University 1975 — 1980
BA, Finance
Roberta Codding Loura's Phoenix Life Insurance Company Experience August 1992 - February 2007
Job Business Systems Analyst
Industry Insurance
Experience
Ascot Underwriting January 2010 - April 2014
Travelers April 2007 - January 2010
Phoenix Life Insurance Company August 1992 - February 2007
Skills
Insurance, Underwriting, Financial Risk, Analysis, Reinsurance, Life Insurance, Budgets, Finance, Disability Insurance, Health Insurance, Financial Services, Fixed Annuities, Risk Management, Sales, Marketing, Management, Training, Process Improvement, Employee Benefits
Education
Manchester Community College 2004 — 2010
General Studies
Ascot Underwriting January 2010 - April 2014
Travelers April 2007 - January 2010
Phoenix Life Insurance Company August 1992 - February 2007
Skills
Insurance, Underwriting, Financial Risk, Analysis, Reinsurance, Life Insurance, Budgets, Finance, Disability Insurance, Health Insurance, Financial Services, Fixed Annuities, Risk Management, Sales, Marketing, Management, Training, Process Improvement, Employee Benefits
Education
Manchester Community College 2004 — 2010
General Studies
Walter Zultowski Ph.D.'s Phoenix Life Insurance Company Experience 2004 - February 2010
Job Principal at WZ Research + Consulting, LLC
Industry Insurance
Experience
WZ Research + Consulting, LLC March 2010 - Present
Phoenix Life Insurance Company 2004 - February 2010
Phoenix Life Insurance Company 1998 - 2003
LIMRA International 1978 - 1997
Skills
Employee Benefits, Reinsurance, Market Research, Life Insurance, Insurance, Innovation Management, Financial Services, Health Insurance, Underwriting, Strategic Planning, Strategic Financial..., Process Improvement, Risk Management, Retirement
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1992
Tuck Executive Program
Haslam College of Business at the University of Tennessee 1975 — 1978
Ph.D., Organizational Psychology
Wake Forest University 1973 — 1975
MA, General Experimental Psychology
Hartwick College 1969 — 1973
BA, Psychology
WZ Research + Consulting, LLC March 2010 - Present
Phoenix Life Insurance Company 2004 - February 2010
Phoenix Life Insurance Company 1998 - 2003
LIMRA International 1978 - 1997
Skills
Employee Benefits, Reinsurance, Market Research, Life Insurance, Insurance, Innovation Management, Financial Services, Health Insurance, Underwriting, Strategic Planning, Strategic Financial..., Process Improvement, Risk Management, Retirement
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1992
Tuck Executive Program
Haslam College of Business at the University of Tennessee 1975 — 1978
Ph.D., Organizational Psychology
Wake Forest University 1973 — 1975
MA, General Experimental Psychology
Hartwick College 1969 — 1973
BA, Psychology
Nigel Andrews, CLU, ChFC, CLTC, LUTCF's Phoenix Life Insurance Company Experience 1985 - 1989
Job Insurance Agent at The Medicare Insurance Store
Industry Financial Services
Experience
The Medicare Insurance Store August 2012 - Present
One Resource Group August 2010 - June 2012
Univers Workplace Benefits 2010 - 2011
Lincoln Investment Planning March 1994 - October 2008
Phoenix Life Insurance Company 1985 - 1989
Phoenix Life Insurance Company 1985 - 1989
Skills
Term Life Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Estate Planning, Employee Benefits, Insurance, Long-term Care, Retirement Planning, Health Insurance, Customer Service, Retirement, Long Term Care Insurance, Finance, Financial Planning, Whole Life, 401k, Small Business, Sales
Education
Monmouth University 1980 — 1984
B.S., Business
The Medicare Insurance Store August 2012 - Present
One Resource Group August 2010 - June 2012
Univers Workplace Benefits 2010 - 2011
Lincoln Investment Planning March 1994 - October 2008
Phoenix Life Insurance Company 1985 - 1989
Phoenix Life Insurance Company 1985 - 1989
Skills
Term Life Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Estate Planning, Employee Benefits, Insurance, Long-term Care, Retirement Planning, Health Insurance, Customer Service, Retirement, Long Term Care Insurance, Finance, Financial Planning, Whole Life, 401k, Small Business, Sales
Education
Monmouth University 1980 — 1984
B.S., Business
Biff Baker, CFP, CLU, ChFC's Phoenix Life Insurance Company Experience February 1995 - Present
Job National Sales Manager Life at Saybrus Partners
Industry Insurance
Experience
Phoenix Life Insurance Company February 1995 - Present
Saybrus Partners May 2009 - Present
Skills
Retirement, Insurance, Wealth Transfer, Annuity, Estate Planning, Annuities, Fixed Annuities, Employee Benefits, Disability Insurance, Series 6, Long-term Care, Retirement Planning, Variable Annuities, Wealth Management, Securities, Financial Services, Underwriting, Life Insurance, Financial Planners, Sales, Investments, Universal Life, Wealth, Mutual Funds, Asset Allocation, 401k, Health Insurance, Financial Advisory, Series 63, Pensions, Long Term Care Insurance, Strategic Financial..., Term Life Insurance, Whole Life, Series 7, Risk Management, Investment Advisory, Small Business, Finance, Business Planning, Relationship Management, Series 24, FINRA, IRAs, Separately Managed..., Alternative Investments, Wealth Accumulation, Series 65, ETFs, Retirement Plan...
Education
La Salle University - School of Business Administration
Finance
Phoenix Life Insurance Company February 1995 - Present
Saybrus Partners May 2009 - Present
Skills
Retirement, Insurance, Wealth Transfer, Annuity, Estate Planning, Annuities, Fixed Annuities, Employee Benefits, Disability Insurance, Series 6, Long-term Care, Retirement Planning, Variable Annuities, Wealth Management, Securities, Financial Services, Underwriting, Life Insurance, Financial Planners, Sales, Investments, Universal Life, Wealth, Mutual Funds, Asset Allocation, 401k, Health Insurance, Financial Advisory, Series 63, Pensions, Long Term Care Insurance, Strategic Financial..., Term Life Insurance, Whole Life, Series 7, Risk Management, Investment Advisory, Small Business, Finance, Business Planning, Relationship Management, Series 24, FINRA, IRAs, Separately Managed..., Alternative Investments, Wealth Accumulation, Series 65, ETFs, Retirement Plan...
Education
La Salle University - School of Business Administration
Finance
Christina McConnell, CLU's Phoenix Life Insurance Company Experience 2005 - 2009
Job Agency Owner Allstate Insurance
Industry Insurance
Experience
Allstate April 2011 - Present
Crump Life Insurance May 2009 - July 2010
Phoenix Life Insurance Company 2005 - 2009
MetLife Bank, N.A 2002 - 2004
MetLife Trust Company, N.A 1998 - 2002
Prudential Financial 1994 - 1998
Prudential Financial 1992 - 1994
Education
Fairleigh Dickinson University 1987 — 1991
B.S., Business Management
Allstate April 2011 - Present
Crump Life Insurance May 2009 - July 2010
Phoenix Life Insurance Company 2005 - 2009
MetLife Bank, N.A 2002 - 2004
MetLife Trust Company, N.A 1998 - 2002
Prudential Financial 1994 - 1998
Prudential Financial 1992 - 1994
Education
Fairleigh Dickinson University 1987 — 1991
B.S., Business Management
sarah bourbeau's Phoenix Life Insurance Company Experience January 2009 - Present
Job Work Psychology student at Eastern Connecticut State University
Industry Human Resources
Experience
Phoenix Life Insurance Company January 2009 - Present
The Student Leadership Training Program September 2008 - Present
The Student Leadership Training Program August 2005 - August 2008
Connecticut Sexual Assault Crisis Services February 2008 - May 2008
Girl Scouts Connecticut Trails Council October 2006 - August 2007
The Student Leadership Training Program September 2003 - August 2005
Education
Eastern Connecticut State University 2005 — 2009
Bachelors, Psychology of Work
Phoenix Life Insurance Company January 2009 - Present
The Student Leadership Training Program September 2008 - Present
The Student Leadership Training Program August 2005 - August 2008
Connecticut Sexual Assault Crisis Services February 2008 - May 2008
Girl Scouts Connecticut Trails Council October 2006 - August 2007
The Student Leadership Training Program September 2003 - August 2005
Education
Eastern Connecticut State University 2005 — 2009
Bachelors, Psychology of Work
Kris Cummings's Phoenix Life Insurance Company Experience September 2008 - January 2009
Job Consultant at Pacific Life
Industry Insurance
Experience
Pacific Life January 2009 - Present
Phoenix Life Insurance Company September 2008 - January 2009
Ameriprise Financial 2006 - 2008
Jackson National Life 1996 - 2005
Skills
Vantage-One, wmA, DSS, Business Analysis, Business Intelligence, Business Requirements, CICS, COBOL, DB2, Decision Support, Enterprise Architecture, Fileaid, Fixed Annuities, IT Strategy, Insurance, JCL, College Recruiting, Life Insurance, Mainframe, Process Improvement, PMO, Requirements Analysis, Requirements Gathering, Software Documentation, Software Project..., Systems Analysis, TSO, User Acceptance Testing, VSAM, Variable Annuities, Variable Life, Vendor Management, Visio, WMA
Education
Eastern Washington University
Pacific Life January 2009 - Present
Phoenix Life Insurance Company September 2008 - January 2009
Ameriprise Financial 2006 - 2008
Jackson National Life 1996 - 2005
Skills
Vantage-One, wmA, DSS, Business Analysis, Business Intelligence, Business Requirements, CICS, COBOL, DB2, Decision Support, Enterprise Architecture, Fileaid, Fixed Annuities, IT Strategy, Insurance, JCL, College Recruiting, Life Insurance, Mainframe, Process Improvement, PMO, Requirements Analysis, Requirements Gathering, Software Documentation, Software Project..., Systems Analysis, TSO, User Acceptance Testing, VSAM, Variable Annuities, Variable Life, Vendor Management, Visio, WMA
Education
Eastern Washington University
James Henley CLU, ChFC's Phoenix Life Insurance Company Experience August 2005 - September 2009
Job Wealth Management Consultant with Saybrus Partners
Industry Insurance
Experience
Saybrus Partners 2010 - Present
Phoenix Life Insurance Company August 2005 - September 2009
Northwestern Mutual April 2003 - August 2005
New York Life Insurance Company March 2000 - April 2003
Skills
Life Insurance, Retirement, Long-term Care, Fixed Annuities, Retirement Planning, Insurance, Estate Planning, Series 63, Series 6, Disability Insurance, Series 7, Wealth Management, Mutual Funds, Term Life Insurance, 401k
Education
The American College 2007 — 2010
CLU, ChFC, Financial Services
Florida State University - College of Business 1995 — 1999
BS, Marketing
Saybrus Partners 2010 - Present
Phoenix Life Insurance Company August 2005 - September 2009
Northwestern Mutual April 2003 - August 2005
New York Life Insurance Company March 2000 - April 2003
Skills
Life Insurance, Retirement, Long-term Care, Fixed Annuities, Retirement Planning, Insurance, Estate Planning, Series 63, Series 6, Disability Insurance, Series 7, Wealth Management, Mutual Funds, Term Life Insurance, 401k
Education
The American College 2007 — 2010
CLU, ChFC, Financial Services
Florida State University - College of Business 1995 — 1999
BS, Marketing
Sue Tunila's Phoenix Life Insurance Company Experience 1984 - 2000
Job Product Design Specialist at Hartford Steam Boiler Inspection and Insurance Company
Industry Insurance
Experience
Hartford Steam Boiler July 2010 - Present
The Phoenix Companies 2005 - 2009
The Phoenix Companies August 2000 - May 2005
Phoenix Life Insurance Company 1984 - 2000
Skills
Insurance, Business Analysis, Actuarial Science, Fixed Annuities, Life Insurance, Process Improvement, Reinsurance, Risk Management
Education
Eastern Connecticut State University 1991 — 1992
BS, Business Administration
Greenfield Community College 1982 — 1984
Associates, Business Administration
Hartford Steam Boiler July 2010 - Present
The Phoenix Companies 2005 - 2009
The Phoenix Companies August 2000 - May 2005
Phoenix Life Insurance Company 1984 - 2000
Skills
Insurance, Business Analysis, Actuarial Science, Fixed Annuities, Life Insurance, Process Improvement, Reinsurance, Risk Management
Education
Eastern Connecticut State University 1991 — 1992
BS, Business Administration
Greenfield Community College 1982 — 1984
Associates, Business Administration
Cindy Santoro's Phoenix Life Insurance Company Experience August 2006 - April 2009
Job Insurance Professional
Industry Insurance
Experience
Phoenix Life Insurance Company August 2006 - April 2009
Education
Manchester Community College
Phoenix Life Insurance Company August 2006 - April 2009
Education
Manchester Community College
Frank Daino's Phoenix Life Insurance Company Experience June 1995 - August 2009
Job IT Production Change and Quality Control Manager at CDPHP
Industry Insurance
Experience
CDPHP June 2010 - Present
Curtis Lumber Inc August 2009 - July 2010
Phoenix Life Insurance Company June 1995 - August 2009
Matthew Bender 1989 - 1995
Skills
ITIL v3 Foundations..., ServiceNow Aministrator
Education
SUNY Polytechnic Institute 1976 — 1979
BPS, Business and Public Management
Marist College 1973 — 1976
Business Admin
CDPHP June 2010 - Present
Curtis Lumber Inc August 2009 - July 2010
Phoenix Life Insurance Company June 1995 - August 2009
Matthew Bender 1989 - 1995
Skills
ITIL v3 Foundations..., ServiceNow Aministrator
Education
SUNY Polytechnic Institute 1976 — 1979
BPS, Business and Public Management
Marist College 1973 — 1976
Business Admin
Lynn Sharpe's Phoenix Life Insurance Company Experience 1983 - 1996
Job Director Actuarial at Prudential Financial
Industry Insurance
Experience
Prudential Financial June 2005 - Present
Travelers Life & Annuity 2002 - 2005
Travelers Life & Annuity/CitiGroup 2002 - 2005
PricewaterhouseCoopers 1996 - 2002
Phoenix Life Insurance Company 1983 - 1996
Skills
Financial Reporting, Actuarial Science, Defined Benefit, Management, Insurance, Retirement, Fixed Annuities, Life Insurance, Pensions, Valuation, Financial Services
Education
Muhlenberg College 1973 — 1977
B.S., Mathematics
Wethersfield High School
Prudential Financial June 2005 - Present
Travelers Life & Annuity 2002 - 2005
Travelers Life & Annuity/CitiGroup 2002 - 2005
PricewaterhouseCoopers 1996 - 2002
Phoenix Life Insurance Company 1983 - 1996
Skills
Financial Reporting, Actuarial Science, Defined Benefit, Management, Insurance, Retirement, Fixed Annuities, Life Insurance, Pensions, Valuation, Financial Services
Education
Muhlenberg College 1973 — 1977
B.S., Mathematics
Wethersfield High School
James Bronsdon's Phoenix Life Insurance Company Experience 2007 - 2009
Job Attorney Wealth Management at The Hartford
Industry Insurance
Experience
The Hartford July 2011 - Present
Phoenix Life Insurance Company 2007 - 2009
Genworth Financial 2005 - 2007
Travelers Life & Annuity 2004 - 2005
Sage Life Assurance of America 1997 - 2004
Berkshire Life Insurance Company 1990 - 1997
Byrne Slater Sandler Shulman & Rouse 1987 - 1990
Skills
Insurance, Insurance Law, Securities
Education
Suffolk University Law School
JD, Law
Middlebury College
BA, Political Science
The Hartford July 2011 - Present
Phoenix Life Insurance Company 2007 - 2009
Genworth Financial 2005 - 2007
Travelers Life & Annuity 2004 - 2005
Sage Life Assurance of America 1997 - 2004
Berkshire Life Insurance Company 1990 - 1997
Byrne Slater Sandler Shulman & Rouse 1987 - 1990
Skills
Insurance, Insurance Law, Securities
Education
Suffolk University Law School
JD, Law
Middlebury College
BA, Political Science
Susan Temes's Phoenix Life Insurance Company Experience May 1988 - May 1993
Job Admin. Asst. at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual May 2006 - February 2010
Frank's Nursery & Crafts October 2000 - January 2005
Phoenix Life Insurance Company May 1988 - May 1993
Education
Technical 2006 — 2006
Microsoft Office Specialist
Howard University 1972 — 1974
Science
Northwestern Mutual May 2006 - February 2010
Frank's Nursery & Crafts October 2000 - January 2005
Phoenix Life Insurance Company May 1988 - May 1993
Education
Technical 2006 — 2006
Microsoft Office Specialist
Howard University 1972 — 1974
Science
Marlyn Schulz's Phoenix Life Insurance Company Experience March 2005 - August 2008
Job 2nd year law school student
Industry Law Practice
Experience
Golden Gate University School of Law August 2013 - Present
OAKLEAF Waste Management March 2011 - April 2012
Phoenix Life Insurance Company March 2005 - August 2008
Giftcorp, Inc. October 2001 - March 2006
Skills
Windows, Purchasing, Insurance, Process Improvement, Vendor Management, Procurement, Customer Service, Succession Planning, Project Management, Leadership, Requirements Analysis, Budgets, Business Process..., Business Analysis, Program Management
Education
Golden Gate University, School of Law 2013 — 2016
Doctor of Law (J.D.), Environmental Justice
The University of Connecticut 2010 — 2013
Bachelor of Political Science, Deans List
Manchester Community College 2007 — 2010
Associates, Paralegal
Golden Gate University School of Law August 2013 - Present
OAKLEAF Waste Management March 2011 - April 2012
Phoenix Life Insurance Company March 2005 - August 2008
Giftcorp, Inc. October 2001 - March 2006
Skills
Windows, Purchasing, Insurance, Process Improvement, Vendor Management, Procurement, Customer Service, Succession Planning, Project Management, Leadership, Requirements Analysis, Budgets, Business Process..., Business Analysis, Program Management
Education
Golden Gate University, School of Law 2013 — 2016
Doctor of Law (J.D.), Environmental Justice
The University of Connecticut 2010 — 2013
Bachelor of Political Science, Deans List
Manchester Community College 2007 — 2010
Associates, Paralegal
Paul. Chute's Phoenix Life Insurance Company Experience January 1994 - Present
Job Senior Managing Director at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company January 1994 - Present
Skills
Investments, Private Equity, Mezzanine, Alternative Investments, Portfolio Management
Education
Georgetown University Law Center
JD
University of Notre Dame
BA
Phoenix Life Insurance Company January 1994 - Present
Skills
Investments, Private Equity, Mezzanine, Alternative Investments, Portfolio Management
Education
Georgetown University Law Center
JD
University of Notre Dame
BA
Paula Kern's Phoenix Life Insurance Company Experience 1998 - Present
Job Assistant Vice President at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies August 1998 - Present
Phoenix Life Insurance Company 1998 - Present
Confederation Life Insurance Company (US) 1984 - 1998
Confederation Life 1984 - 1998
Education
Gustavus Adolphus College 1977 — 1981
Bachelor of Arts (B.A.), Business/Commerce, General
The Phoenix Companies August 1998 - Present
Phoenix Life Insurance Company 1998 - Present
Confederation Life Insurance Company (US) 1984 - 1998
Confederation Life 1984 - 1998
Education
Gustavus Adolphus College 1977 — 1981
Bachelor of Arts (B.A.), Business/Commerce, General
Randy Keng's Phoenix Life Insurance Company Experience June 1981 - August 1998
Job Managing Partner at Southeastern Financial Advisors
Industry Financial Services
Experience
Keng Properties, LLC. 2005 - Present
John Hancock Financial Network - Southeastern Financial Partners 1998 - Present
Southeastern Financial Advisors 1998 - Present
NAIFA 2011 - 2012
Phoenix Life Insurance Company June 1981 - August 1998
Education
Louisiana State University
Keng Properties, LLC. 2005 - Present
John Hancock Financial Network - Southeastern Financial Partners 1998 - Present
Southeastern Financial Advisors 1998 - Present
NAIFA 2011 - 2012
Phoenix Life Insurance Company June 1981 - August 1998
Education
Louisiana State University
Diane Nemphos's Phoenix Life Insurance Company Experience 2002 - 2009
Job Business Consultant at TekSystems
Industry Financial Services
Experience
TekSystems October 2010 - Present
TekSystems December 2009 - June 2010
Phoenix Life Insurance Company 2002 - 2009
Phoenix Life Insurance Company 2007 - 2008
Phoenix Life Insurance Company 2003 - 2006
Phoenix Life Insurance Company 2002 - 2004
American Skandia January 2000 - October 2002
American Skandia (Life, Annuity, Mutual Funds) 1999 - 2002
American Express Financial Advisors 1996 - 1999
Aetna Life & Casualty 1987 - 1996
Education
Hope College 1983 — 1987
B.A., Business Administration, Finance, Communications
TekSystems October 2010 - Present
TekSystems December 2009 - June 2010
Phoenix Life Insurance Company 2002 - 2009
Phoenix Life Insurance Company 2007 - 2008
Phoenix Life Insurance Company 2003 - 2006
Phoenix Life Insurance Company 2002 - 2004
American Skandia January 2000 - October 2002
American Skandia (Life, Annuity, Mutual Funds) 1999 - 2002
American Express Financial Advisors 1996 - 1999
Aetna Life & Casualty 1987 - 1996
Education
Hope College 1983 — 1987
B.A., Business Administration, Finance, Communications
Norf Petrucci's Phoenix Life Insurance Company Experience August 2007 - October 2009
Job Corporate Tax Consultant at Robert Half Management Resources
Industry Management Consulting
Experience
Robert Half Management Resources April 2014 - Present
Independent November 2013 - April 2014
MIndlance, Inc February 2012 - November 2013
CIGNA January 2010 - October 2011
Phoenix Life Insurance Company August 2007 - October 2009
DIrect Response Corporation January 2004 - August 2007
Familymeds, Inc January 2000 - January 2004
SS&C Technologies, Inc January 1999 - January 2000
BTR INC January 1989 - January 1998
HITACHI AMERICA, LTD January 1987 - January 1989
Skills
Tax Preparation, Tax, Auditing, Financial Analysis, Sales Tax, Corporate Finance, Internal Audit, Accounting, Financial Accounting, Tax Returns, General Ledger, Financial Audits, Property Tax, GAAP, Cash Flow, Financial Reporting, Microsoft Excel, Mergers, Sarbanes-Oxley Act, Sarbanes-Oxley, Insurance, SEC filings, PeopleSoft, US GAAP, International Tax, Hyperion Enterprise, Strategic Financial..., Internal Controls, Corporate Tax, Mergers & Acquisitions
Education
Husson University 1975 — 1979
B.S, Accounting
Robert Half Management Resources April 2014 - Present
Independent November 2013 - April 2014
MIndlance, Inc February 2012 - November 2013
CIGNA January 2010 - October 2011
Phoenix Life Insurance Company August 2007 - October 2009
DIrect Response Corporation January 2004 - August 2007
Familymeds, Inc January 2000 - January 2004
SS&C Technologies, Inc January 1999 - January 2000
BTR INC January 1989 - January 1998
HITACHI AMERICA, LTD January 1987 - January 1989
Skills
Tax Preparation, Tax, Auditing, Financial Analysis, Sales Tax, Corporate Finance, Internal Audit, Accounting, Financial Accounting, Tax Returns, General Ledger, Financial Audits, Property Tax, GAAP, Cash Flow, Financial Reporting, Microsoft Excel, Mergers, Sarbanes-Oxley Act, Sarbanes-Oxley, Insurance, SEC filings, PeopleSoft, US GAAP, International Tax, Hyperion Enterprise, Strategic Financial..., Internal Controls, Corporate Tax, Mergers & Acquisitions
Education
Husson University 1975 — 1979
B.S, Accounting
Jim Hansen CLU,ChFC's Phoenix Life Insurance Company Experience 2002 - 2003
Job VP Sales
Industry Financial Services
Experience
Aviva USA January 2010 - November 2014
Aviva USA June 2008 - December 2009
Principal Financial Group 2006 - 2008
Woodland View Financial 2004 - 2006
Mony Partners Annuties 2002 - 2003
Phoenix Life Insurance Company 2002 - 2003
ING 1995 - 2000
Skills
Sales Management, Relationship Management, Presentation Skills, Life Insurance, Insurance, Term Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Team Management, Disability Insurance, Retirement Planning, Investments, Mutual Funds
Education
Iowa State University
Bachelor of Science (BS), Agricultural Economics
Aviva USA January 2010 - November 2014
Aviva USA June 2008 - December 2009
Principal Financial Group 2006 - 2008
Woodland View Financial 2004 - 2006
Mony Partners Annuties 2002 - 2003
Phoenix Life Insurance Company 2002 - 2003
ING 1995 - 2000
Skills
Sales Management, Relationship Management, Presentation Skills, Life Insurance, Insurance, Term Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Team Management, Disability Insurance, Retirement Planning, Investments, Mutual Funds
Education
Iowa State University
Bachelor of Science (BS), Agricultural Economics
Amy Loether's Phoenix Life Insurance Company Experience 1974 - 1992
Job Actuarial Consultant at self employed
Industry Financial Services
Experience
self employed June 2013 - Present
MassMutual Financial Group April 2001 - June 2013
MassMutual April 2001 - June 2013
Mass Mutual Insurance Company April 2001 - June 2013
Phoenix Life Insurance Company 1974 - 1992
Skills
Insurance, Retirement Planning, Retirement, Financial Services, Wealth Management, Underwriting, Investments, Risk Management, Fixed Annuities
Education
Glatonbury HS
Middlebury College
self employed June 2013 - Present
MassMutual Financial Group April 2001 - June 2013
MassMutual April 2001 - June 2013
Mass Mutual Insurance Company April 2001 - June 2013
Phoenix Life Insurance Company 1974 - 1992
Skills
Insurance, Retirement Planning, Retirement, Financial Services, Wealth Management, Underwriting, Investments, Risk Management, Fixed Annuities
Education
Glatonbury HS
Middlebury College
Tina Schoonmaker's Phoenix Life Insurance Company Experience December 2010 - July 2012
Job Requirements Analyst at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies July 2012 - Present
Phoenix Life Insurance Company December 2010 - July 2012
Phoenix Life Insurance Company January 2006 - December 2010
Phoenix Life Insurance Company September 2002 - December 2005
Skills
Insurance, Customer Service, Process Improvement, SDLC, Software Documentation, Business Analysis, Life Insurance, Requirements Gathering, Visio, Program Management, Project Management, Business Process, Requirements Analysis, Fixed Annuities, Management
Education
Hudson Valley Community College
Business Administration
The Phoenix Companies July 2012 - Present
Phoenix Life Insurance Company December 2010 - July 2012
Phoenix Life Insurance Company January 2006 - December 2010
Phoenix Life Insurance Company September 2002 - December 2005
Skills
Insurance, Customer Service, Process Improvement, SDLC, Software Documentation, Business Analysis, Life Insurance, Requirements Gathering, Visio, Program Management, Project Management, Business Process, Requirements Analysis, Fixed Annuities, Management
Education
Hudson Valley Community College
Business Administration
Joseph DeCresce's Phoenix Life Insurance Company Experience September 2002 - April 2008
Job Second Vice President and Counsel at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America July 2010 - Present
The Guardian Life Insurance Company of America July 2011 - April 2012
Prudential Insurance Company of America April 2008 - December 2009
Phoenix Life Insurance Company September 2002 - April 2008
Massachusetts Mutual Life Insurance Company March 1996 - September 2002
Connecticut Mutual Life Insurance Company September 1995 - March 1996
The Equitable Life Assurance Society of the United States April 1989 - October 1994
Mutual Life Insurance Company of New York February 1987 - April 1989
New York Life Insurance Company September 1982 - February 1987
March of Dimes Birth Defects Foundation November 1978 - September 1982
Skills
Insurance, Compliance, Negotiation, Corporations, Marketing, Life Insurance, Product Development, Reinsurance, Corporate Governance, Risk Management, Insurance Law, Financial Services, Contract Negotiation, Claim, Corporate Law, FINRA, Mediation, Legal Liability, Series 24, Enterprise Risk..., Fixed Annuities, Liability, Legal Research, Underwriting, Licensing, Health Insurance, Arbitration, Workers Compensation, Executive Management, Due Diligence, Finance, Series 7, SEC, Claims Management, Variable Annuities, Financial Risk, Securities Regulation, Retirement Planning, Disability Insurance, Legal Compliance, Investments, Asset Management, Real Estate, Employment Law, Litigation Management, Privacy Law, Retirement, Estate Planning, Commercial Litigation, 401k
Education
Fordham University School of Law 1973 — 1977
JD
Fairfield University 1965 — 1969
BA, History
Christian Brothers Academy 1961 — 1965
College Preparatory
The Guardian Life Insurance Company of America July 2010 - Present
The Guardian Life Insurance Company of America July 2011 - April 2012
Prudential Insurance Company of America April 2008 - December 2009
Phoenix Life Insurance Company September 2002 - April 2008
Massachusetts Mutual Life Insurance Company March 1996 - September 2002
Connecticut Mutual Life Insurance Company September 1995 - March 1996
The Equitable Life Assurance Society of the United States April 1989 - October 1994
Mutual Life Insurance Company of New York February 1987 - April 1989
New York Life Insurance Company September 1982 - February 1987
March of Dimes Birth Defects Foundation November 1978 - September 1982
Skills
Insurance, Compliance, Negotiation, Corporations, Marketing, Life Insurance, Product Development, Reinsurance, Corporate Governance, Risk Management, Insurance Law, Financial Services, Contract Negotiation, Claim, Corporate Law, FINRA, Mediation, Legal Liability, Series 24, Enterprise Risk..., Fixed Annuities, Liability, Legal Research, Underwriting, Licensing, Health Insurance, Arbitration, Workers Compensation, Executive Management, Due Diligence, Finance, Series 7, SEC, Claims Management, Variable Annuities, Financial Risk, Securities Regulation, Retirement Planning, Disability Insurance, Legal Compliance, Investments, Asset Management, Real Estate, Employment Law, Litigation Management, Privacy Law, Retirement, Estate Planning, Commercial Litigation, 401k
Education
Fordham University School of Law 1973 — 1977
JD
Fairfield University 1965 — 1969
BA, History
Christian Brothers Academy 1961 — 1965
College Preparatory
Gregory Boutot's Phoenix Life Insurance Company Experience January 1997 - January 2000
Job Senior Technology Engineer at Travelers
Industry Information Technology and Services
Experience
Travelers March 2015 - Present
Cigna June 2014 - December 2014
Ascension Health May 2011 - February 2014
Greater Hartford Legal Aid October 2010 - March 2011
USI Consulting Group August 2007 - December 2009
USI Consulting Group January 2000 - August 2007
Phoenix Life Insurance Company January 1997 - January 2000
Aetna January 1987 - January 1997
Travelers 1997 - 1997
Skills
Disaster Preparedness, General Controls, IT Management, Risk Management, SDLC, Disaster Recovery, Information Technology, Data Center, Emergency Management, Leadership, Troubleshooting, Process Improvement, Telecommunications, Project Planning, Networking, Cross-functional Team..., Vendor Management, Management, Training, Software Documentation, Budgets, Quality Assurance, Security
Education
Manchester Community College 1986 — 1987
Business Administration and Computer Science
Travelers March 2015 - Present
Cigna June 2014 - December 2014
Ascension Health May 2011 - February 2014
Greater Hartford Legal Aid October 2010 - March 2011
USI Consulting Group August 2007 - December 2009
USI Consulting Group January 2000 - August 2007
Phoenix Life Insurance Company January 1997 - January 2000
Aetna January 1987 - January 1997
Travelers 1997 - 1997
Skills
Disaster Preparedness, General Controls, IT Management, Risk Management, SDLC, Disaster Recovery, Information Technology, Data Center, Emergency Management, Leadership, Troubleshooting, Process Improvement, Telecommunications, Project Planning, Networking, Cross-functional Team..., Vendor Management, Management, Training, Software Documentation, Budgets, Quality Assurance, Security
Education
Manchester Community College 1986 — 1987
Business Administration and Computer Science
Paul Fischer's Phoenix Life Insurance Company Experience January 1984 - October 2003
Job Vice President & Actuary at Prudential Financial
Industry Insurance
Experience
Prudential Financial January 2013 - Present
Sun Life Financial October 2006 - June 2008
Hartford Life January 2004 - October 2006
Phoenix Life Insurance Company January 1984 - October 2003
Skills
Actuarial Science, Fixed Annuities, Reinsurance, Life Insurance, Insurance, Disability Insurance, Estate Planning, Investments, Health Insurance, MoSes, Product Development, Retirement, Pensions, Underwriting, Variable Annuities
Education
Middlebury College 1972 — 1976
BA, Mathematics
Prudential Financial January 2013 - Present
Sun Life Financial October 2006 - June 2008
Hartford Life January 2004 - October 2006
Phoenix Life Insurance Company January 1984 - October 2003
Skills
Actuarial Science, Fixed Annuities, Reinsurance, Life Insurance, Insurance, Disability Insurance, Estate Planning, Investments, Health Insurance, MoSes, Product Development, Retirement, Pensions, Underwriting, Variable Annuities
Education
Middlebury College 1972 — 1976
BA, Mathematics
Sheila Coughlan, MBA, CLU's Phoenix Life Insurance Company Experience 2005 - 2009
Job Internal Sales Consultant at Saybrus Partners
Industry Insurance
Experience
Saybrus Partners 2009 - Present
Phoenix Life Insurance Company 2005 - 2009
Skills
Series 63, Retirement
Education
Iona College 2008 — 2010
M.B.A., Financial Management
Iona College 1998 — 2002
B.B.A., Marketing
The American College
Saybrus Partners 2009 - Present
Phoenix Life Insurance Company 2005 - 2009
Skills
Series 63, Retirement
Education
Iona College 2008 — 2010
M.B.A., Financial Management
Iona College 1998 — 2002
B.B.A., Marketing
The American College
Rebecca Dolly Mancarella's Phoenix Life Insurance Company Experience October 2006 - June 2009
Job Sr. Associate Commission at AXA EQUITABLE
Industry Insurance
Experience
AXA EQUITABLE November 2010 - Present
Phoenix Life Insurance Company October 2006 - June 2009
Phoenix Life Insurance Company February 1999 - October 2006
Phoenix Life Insurance Company March 1998 - March 1999
Phoenix Life Insurance Company January 1994 - March 1998
Travelers Insurance August 1979 - November 1994
Skills
Training, Finance, Employee Benefits, Account Reconciliation, Leadership, Payroll, Life Insurance, Customer Service, Risk Management
Education
Manchester Community College 1981 — 1983
General Studies
Saint Louis University (PH) 1978 — 1979
Mass Communication
AXA EQUITABLE November 2010 - Present
Phoenix Life Insurance Company October 2006 - June 2009
Phoenix Life Insurance Company February 1999 - October 2006
Phoenix Life Insurance Company March 1998 - March 1999
Phoenix Life Insurance Company January 1994 - March 1998
Travelers Insurance August 1979 - November 1994
Skills
Training, Finance, Employee Benefits, Account Reconciliation, Leadership, Payroll, Life Insurance, Customer Service, Risk Management
Education
Manchester Community College 1981 — 1983
General Studies
Saint Louis University (PH) 1978 — 1979
Mass Communication
Larry Kenney's Phoenix Life Insurance Company Experience 2001 - 2007
Job Regional Vice President at Pacific Life Insurance Company MidAtlantic Region (Metro DC and Philadelphia)
Industry Financial Services
Experience
Pacific Life Insurance Company August 2011 - Present
Sun Life Financial July 2008 - August 2011
Phoenix Life Insurance Company 2001 - 2007
Skills
Estate Planning, Advanced Sales, Concept Knowledge, Executive Benefits, Instructor-Led Training, Life Insurance, Series 6, Series 7, Series 24, Series 63
Education
Temple University 1976 — 1980
MSW, Administration
Mount St. Mary's University 1970 — 1974
BA, History
Pacific Life Insurance Company August 2011 - Present
Sun Life Financial July 2008 - August 2011
Phoenix Life Insurance Company 2001 - 2007
Skills
Estate Planning, Advanced Sales, Concept Knowledge, Executive Benefits, Instructor-Led Training, Life Insurance, Series 6, Series 7, Series 24, Series 63
Education
Temple University 1976 — 1980
MSW, Administration
Mount St. Mary's University 1970 — 1974
BA, History
Catherine Edmiston's Phoenix Life Insurance Company Experience July 1998 - January 1999
Job Case Manager at Independent Life Brokerage
Industry Insurance
Experience
Independent Life Brokerage January 2010 - October 2011
Flah & Co January 2004 - October 2004
Cotton States Insurance January 2000 - October 2003
Canada Life January 1999 - February 2000
Phoenix Life Insurance Company July 1998 - January 1999
Cotton States Insurance January 1989 - May 1998
Sun Life October 1984 - December 1989
Confederation Life August 1983 - December 1984
Munich American Reassurance Company January 1977 - May 1982
Education
Georgia Perimeter College 1976 — 1982
BA, Business
Independent Life Brokerage January 2010 - October 2011
Flah & Co January 2004 - October 2004
Cotton States Insurance January 2000 - October 2003
Canada Life January 1999 - February 2000
Phoenix Life Insurance Company July 1998 - January 1999
Cotton States Insurance January 1989 - May 1998
Sun Life October 1984 - December 1989
Confederation Life August 1983 - December 1984
Munich American Reassurance Company January 1977 - May 1982
Education
Georgia Perimeter College 1976 — 1982
BA, Business
Harish Pai's Phoenix Life Insurance Company Experience April 1999 - January 2000
Job Integration Architect (Independent Consultant)
Industry Information Technology and Services
Experience
Independent Consulant @ ADESA February 2012 - August 2014
Independent Consulting (for IBM) January 2011 - February 2012
CIGNA Healthcare February 2002 - January 2011
ChannelPoint February 2000 - January 2002
Phoenix Life Insurance Company April 1999 - January 2000
iGATE Global Solutions October 1996 - November 1998
Skills
Integration, Enterprise Architecture, SOA, Solution Architecture, Integration Architecture, WebSphere Message Broker, EAI, WebSphere MQ, Agile Methodologies, ESB, Web Services, Websphere, Application Architecture, SDLC, Java Enterprise Edition, Business Analysis, Software Development, Requirements Analysis
Education
Karnatak University
Bachelor of Engineering, Computer Science
Independent Consulant @ ADESA February 2012 - August 2014
Independent Consulting (for IBM) January 2011 - February 2012
CIGNA Healthcare February 2002 - January 2011
ChannelPoint February 2000 - January 2002
Phoenix Life Insurance Company April 1999 - January 2000
iGATE Global Solutions October 1996 - November 1998
Skills
Integration, Enterprise Architecture, SOA, Solution Architecture, Integration Architecture, WebSphere Message Broker, EAI, WebSphere MQ, Agile Methodologies, ESB, Web Services, Websphere, Application Architecture, SDLC, Java Enterprise Edition, Business Analysis, Software Development, Requirements Analysis
Education
Karnatak University
Bachelor of Engineering, Computer Science
Brian Godwin's Phoenix Life Insurance Company Experience July 1990 - December 1997
Job Quantitative Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group Actuarial ConsultantMerrill LynchDecember 1997 - August 2001
Phoenix Life Insurance Company July 1990 - December 1997
Skills
Insurance
Education
Miami University
Operations Research
Wittenberg University
B.A., Math and Physics
MassMutual Financial Group Actuarial ConsultantMerrill LynchDecember 1997 - August 2001
Phoenix Life Insurance Company July 1990 - December 1997
Skills
Insurance
Education
Miami University
Operations Research
Wittenberg University
B.A., Math and Physics
Jonathan Mosley's Phoenix Life Insurance Company Experience January 2008 - Present
Job Distribution Administration Analyst at Phoenix Life Insurance Company
Industry Financial Services
Experience
Phoenix Life Insurance Company January 2008 - Present
Phoenix Life Insurance Company January 2007 - January 2008
CareCentrix February 2006 - January 2007
Nationwide Insurance January 2001 - January 2005
Zurich North America January 1999 - January 2001
Skills
Financial Services, Life Insurance, Fixed Annuities, Customer Service
Education
Marist College 1995 — 1999
Bachelor of Arts, History
Phoenix Life Insurance Company January 2008 - Present
Phoenix Life Insurance Company January 2007 - January 2008
CareCentrix February 2006 - January 2007
Nationwide Insurance January 2001 - January 2005
Zurich North America January 1999 - January 2001
Skills
Financial Services, Life Insurance, Fixed Annuities, Customer Service
Education
Marist College 1995 — 1999
Bachelor of Arts, History
Karen Hale's Phoenix Life Insurance Company Experience January 1973 - June 1976
Job Legal Assistant at Travelers
Industry Insurance
Experience
Travelers July 2000 - Present
Industrial Health Care August 1999 - July 2000
Nationwide Insurance May 1996 - July 1999
Allstate June 1995 - January 1996
Murtha Cullina LLP February 1984 - June 1986
Phoenix Life Insurance Company January 1973 - June 1976
Skills
Knowledge Exchange, Access, Outlook, Excel, network scheduler, Westlaw, Lotus Notes, Lotus 123, Legal Support, Adobe Acrobat, Ariba, Organizing, Claims, Insurance, Legal Management..., APEERS, Administrative Support, Meeting Planning, Credentialing, Travel, Legislative Research, Word, Microsoft Works, Wii, Dogs, Estate Administration, Microsoft Excel, Microsoft Word, Wordperfect, Legal Assistance, Administrative..., Claim, Litigation Management..., Expenses, PACER, Marketing, Environmental Consulting, Analytical Chemistry, Public Liability, Subrogation, Trials, Arbitration
Education
Johnson and Wales University 1972 — 1973
Court Reporting
Rockville High School 1968 — 1972
Travelers July 2000 - Present
Industrial Health Care August 1999 - July 2000
Nationwide Insurance May 1996 - July 1999
Allstate June 1995 - January 1996
Murtha Cullina LLP February 1984 - June 1986
Phoenix Life Insurance Company January 1973 - June 1976
Skills
Knowledge Exchange, Access, Outlook, Excel, network scheduler, Westlaw, Lotus Notes, Lotus 123, Legal Support, Adobe Acrobat, Ariba, Organizing, Claims, Insurance, Legal Management..., APEERS, Administrative Support, Meeting Planning, Credentialing, Travel, Legislative Research, Word, Microsoft Works, Wii, Dogs, Estate Administration, Microsoft Excel, Microsoft Word, Wordperfect, Legal Assistance, Administrative..., Claim, Litigation Management..., Expenses, PACER, Marketing, Environmental Consulting, Analytical Chemistry, Public Liability, Subrogation, Trials, Arbitration
Education
Johnson and Wales University 1972 — 1973
Court Reporting
Rockville High School 1968 — 1972
David Krawczyk's Phoenix Life Insurance Company Experience 2003 - 2008
Job Business Analyst from Vertex / Ebix Consulting at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group July 2015 - Present
VERTEX, Inc. February 1999 - Present
Knights of Columbus June 2012 - July 2015
DST Systems December 2010 - June 2012
MassMutual Financial Group 2008 - 2010
Phoenix Life Insurance Company 2003 - 2008
The Hartford May 2002 - May 2003
FAS - Financial Administrative Services February 1999 - September 2001
Travelers / Citigroup September 1989 - February 1999
WFAN 1988 - 1990
Skills
Requirements Gathering, Business Requirements, Business Analysis, Requirements Analysis, Waterfall, Visio, Business Process, SharePoint, SDLC, Insurance, Systems Analysis, Testing, Vendor Management, Business Process..., User Acceptance Testing, Test Planning, PMO, Software Documentation
Education
Fordham University 1985 — 1989
BA, Communications
Lincoln Financial Group July 2015 - Present
VERTEX, Inc. February 1999 - Present
Knights of Columbus June 2012 - July 2015
DST Systems December 2010 - June 2012
MassMutual Financial Group 2008 - 2010
Phoenix Life Insurance Company 2003 - 2008
The Hartford May 2002 - May 2003
FAS - Financial Administrative Services February 1999 - September 2001
Travelers / Citigroup September 1989 - February 1999
WFAN 1988 - 1990
Skills
Requirements Gathering, Business Requirements, Business Analysis, Requirements Analysis, Waterfall, Visio, Business Process, SharePoint, SDLC, Insurance, Systems Analysis, Testing, Vendor Management, Business Process..., User Acceptance Testing, Test Planning, PMO, Software Documentation
Education
Fordham University 1985 — 1989
BA, Communications
Karen Karen Savinski's Phoenix Life Insurance Company Experience April 1986 - August 1993
Job Medical Practice Professional
Industry Medical Practice
Experience
PIONEER VALLEY OPHTHALMIC CONSULTANTS March 2011 - February 2012
Pioneer Valley Ophthalmic Consultants 2011 - 2012
Phoenix Investment Partners June 1996 - June 2008
FRANKLIN COUNTY HOUSE OF CORRECTIONS February 1995 - June 1996
Phoenix Life Insurance Company April 1986 - August 1993
Education
Greenfield Community College 1996 — 1997
certificate, Medical Transcription/Transcriptionist, passed
Greenfield Community College 1993 — 1996
Associate's degree, Criminal Justice and Corrections, 3.7
Greenfield Community College
Associates Degree, Criminal Justice
TURNERS FALLS HIGH SCHOOL
PIONEER VALLEY OPHTHALMIC CONSULTANTS March 2011 - February 2012
Pioneer Valley Ophthalmic Consultants 2011 - 2012
Phoenix Investment Partners June 1996 - June 2008
FRANKLIN COUNTY HOUSE OF CORRECTIONS February 1995 - June 1996
Phoenix Life Insurance Company April 1986 - August 1993
Education
Greenfield Community College 1996 — 1997
certificate, Medical Transcription/Transcriptionist, passed
Greenfield Community College 1993 — 1996
Associate's degree, Criminal Justice and Corrections, 3.7
Greenfield Community College
Associates Degree, Criminal Justice
TURNERS FALLS HIGH SCHOOL
Dorothy Dropick's Phoenix Life Insurance Company Experience June 1983 - April 2002
Job
Industry
Chattelle Loretta's Phoenix Life Insurance Company Experience March 1981 - November 2003
Job Test Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 2003 - Present
Phoenix Life Insurance Company March 1981 - November 2003
Skills
Quality Center, Test Management
Education
Greenfield Community College 1981 — 1983
Associate's degree, Accounting and Business/Management
Hartford Institute of Accounting 1974 — 1976
Accounting
MassMutual Financial Group November 2003 - Present
Phoenix Life Insurance Company March 1981 - November 2003
Skills
Quality Center, Test Management
Education
Greenfield Community College 1981 — 1983
Associate's degree, Accounting and Business/Management
Hartford Institute of Accounting 1974 — 1976
Accounting
Mary Maio's Phoenix Life Insurance Company Experience February 2002 - December 2006
Job Finance Professional
Industry Packaging and Containers
Experience
NYISO December 2006 - March 2012
Cascades 2012 - 2012
Phoenix Life Insurance Company February 2002 - December 2006
Phoenix Life Insurance Company February 1997 - February 2002
Cohoes Savings Bank September 1994 - February 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Six Sigma, Finance, SOX Compliancy, Accounts Payable, Account Reconciliation, Oracle Applications, Administrative..., Multi Tasking, Dedicated Professional, Motivated self-starter, Problem Solving, Contract Management, Expense Reports, Customer Service, Teamwork, Series 6, Life Insurance, Citrix, AS400 system, Schedules, Event Planning, 1099 Preparation
Education
The Sage Colleges-Sage College of Albany 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Hudson Valley Community College 1989 — 1991
Associate of Science (AS), Business Administration and Management, General
NYISO December 2006 - March 2012
Cascades 2012 - 2012
Phoenix Life Insurance Company February 2002 - December 2006
Phoenix Life Insurance Company February 1997 - February 2002
Cohoes Savings Bank September 1994 - February 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Six Sigma, Finance, SOX Compliancy, Accounts Payable, Account Reconciliation, Oracle Applications, Administrative..., Multi Tasking, Dedicated Professional, Motivated self-starter, Problem Solving, Contract Management, Expense Reports, Customer Service, Teamwork, Series 6, Life Insurance, Citrix, AS400 system, Schedules, Event Planning, 1099 Preparation
Education
The Sage Colleges-Sage College of Albany 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Hudson Valley Community College 1989 — 1991
Associate of Science (AS), Business Administration and Management, General
Jack Costello's Phoenix Life Insurance Company Experience September 2007 - February 2008
Job Senior Project Manager at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group April 2014 - Present
Alstom Power 2008 - January 2014
Insurity April 2007 - September 2008
Phoenix Life Insurance Company September 2007 - February 2008
CSC October 1999 - February 2007
Computer Task Group August 1996 - October 1999
Travelers April 1977 - February 1994
Skills
MS Project, Databases, Information Technology, Project Management, SDLC, Vendor Management, Integration, Business Analysis, Business Process..., Program Management, IT Service Management, PMP, Software Project..., Business Process
Education
State University of New York College at Oswego 1973 — 1975
Bachelor of Arts (BA), Mathematics
Mohawk Valley Community College 1971 — 1973
Associate of Science (AS), Mathematics
UnitedHealth Group April 2014 - Present
Alstom Power 2008 - January 2014
Insurity April 2007 - September 2008
Phoenix Life Insurance Company September 2007 - February 2008
CSC October 1999 - February 2007
Computer Task Group August 1996 - October 1999
Travelers April 1977 - February 1994
Skills
MS Project, Databases, Information Technology, Project Management, SDLC, Vendor Management, Integration, Business Analysis, Business Process..., Program Management, IT Service Management, PMP, Software Project..., Business Process
Education
State University of New York College at Oswego 1973 — 1975
Bachelor of Arts (BA), Mathematics
Mohawk Valley Community College 1971 — 1973
Associate of Science (AS), Mathematics
Jack Morocco's Phoenix Life Insurance Company Experience July 2007 - Present
Job Life Insurance Claims Examiner at Phoenix Life Insurance Company
Industry Financial Services
Experience
Phoenix Life Insurance Company July 2007 - Present
Education
Hartwick College 1988 — 1992
Bachelor's degree, Business Administration and Management, General
Phoenix Life Insurance Company July 2007 - Present
Education
Hartwick College 1988 — 1992
Bachelor's degree, Business Administration and Management, General
Michelle Drouin's Phoenix Life Insurance Company Experience December 1995 - June 2002
Job Actuary at Majesco
Industry Information Technology and Services
Experience
Majesco June 2004 - Present
Phoenix Life Insurance Company December 1995 - June 2002
Connecticut Mutual October 1994 - December 1995
Travelers July 1988 - October 1994
Skills
Life Insurance, Fixed Annuities, Variable Annuities, Actuarial Science
Education
Fitchburg State University
Bachelor of Science (BS), Mathematics and Business Administration
Majesco June 2004 - Present
Phoenix Life Insurance Company December 1995 - June 2002
Connecticut Mutual October 1994 - December 1995
Travelers July 1988 - October 1994
Skills
Life Insurance, Fixed Annuities, Variable Annuities, Actuarial Science
Education
Fitchburg State University
Bachelor of Science (BS), Mathematics and Business Administration