Phoenix Life Insurance Company
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Phoenix Life Insurance Company Employees
Employee
Years
Job
Industry
Tom Mahony, CLU, ChFC Tom Mahony, CLU, ChFC's Phoenix Life Insurance Company Experience July 2002 - October 2007
Job Regional Sales Director at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services February 2012 - Present
Sun Life Financial November 2007 - June 2009
Phoenix Life Insurance Company July 2002 - October 2007
Connecticut Mutual 1982 - 1990
Skills
Series 7, Series 6, Series 63, 401k, Retirement, Mutual Funds, Fixed Annuities, Life Insurance Sales, Insurance, Life Insurance, Whole Life, Universal Life, Disability Insurance, Term Life Insurance, Product Management, Retirement Planning, Wealth Management, Salesforce.com, Investments, Variable Annuities, Financial Advisory, Asset Allocation, Leadership, Communication, Relationship Management, Financial Advisor, Sales, Financial Planning, Private Reserve Strategy, MoneyTrax, Circle of Wealth, Sales Management, Project Management, Portfolio Management, Recruiting, Relationship Management..., Strategic Financial..., Management, Long-term Care, Financial Services, Estate Planning, Finance, Employee Benefits
Education
Bishop Dunne
Bishop Dunne
The University of Texas at Arlington
Accounting
The American College
CLU, ChFC
Ohio National Financial Services February 2012 - Present
Sun Life Financial November 2007 - June 2009
Phoenix Life Insurance Company July 2002 - October 2007
Connecticut Mutual 1982 - 1990
Skills
Series 7, Series 6, Series 63, 401k, Retirement, Mutual Funds, Fixed Annuities, Life Insurance Sales, Insurance, Life Insurance, Whole Life, Universal Life, Disability Insurance, Term Life Insurance, Product Management, Retirement Planning, Wealth Management, Salesforce.com, Investments, Variable Annuities, Financial Advisory, Asset Allocation, Leadership, Communication, Relationship Management, Financial Advisor, Sales, Financial Planning, Private Reserve Strategy, MoneyTrax, Circle of Wealth, Sales Management, Project Management, Portfolio Management, Recruiting, Relationship Management..., Strategic Financial..., Management, Long-term Care, Financial Services, Estate Planning, Finance, Employee Benefits
Education
Bishop Dunne
Bishop Dunne
The University of Texas at Arlington
Accounting
The American College
CLU, ChFC
Jerry L. Sharpe Jerry L. Sharpe's Phoenix Life Insurance Company Experience September 2006 - January 2009
Job Kindergarten Teacher at Achievement First
Industry Primary/Secondary Education
Experience
Achievement First October 2014 - Present
First Cathedral August 2014 - Present
Achievement First 2014 - 2015
Southern New England Diocese of the Church of the Living God, Inc. October 2010 - August 2014
Achievement First January 2014 - June 2014
Achievement First June 2013 - December 2013
Achievement First August 2010 - June 2013
Achievement First Hartford Academy Elementary School January 2010 - August 2012
Phoenix Life Insurance Company September 2006 - January 2009
Robert Half International 2006 - 2008
Skills
Customer Service, Public Speaking, Case Managment, Workshop Facilitation, Microsoft Excel, Microsoft Office, PowerPoint, Insurance, Microsoft Word, Teaching, Data Analysis, Marketing, Sales, Outlook, Community Outreach, Music, Staff Development
Education
Springfield College 2012 — 2014
Bachelor’s Degree, Early Childhood Education Concentration
Achievement First October 2014 - Present
First Cathedral August 2014 - Present
Achievement First 2014 - 2015
Southern New England Diocese of the Church of the Living God, Inc. October 2010 - August 2014
Achievement First January 2014 - June 2014
Achievement First June 2013 - December 2013
Achievement First August 2010 - June 2013
Achievement First Hartford Academy Elementary School January 2010 - August 2012
Phoenix Life Insurance Company September 2006 - January 2009
Robert Half International 2006 - 2008
Skills
Customer Service, Public Speaking, Case Managment, Workshop Facilitation, Microsoft Excel, Microsoft Office, PowerPoint, Insurance, Microsoft Word, Teaching, Data Analysis, Marketing, Sales, Outlook, Community Outreach, Music, Staff Development
Education
Springfield College 2012 — 2014
Bachelor’s Degree, Early Childhood Education Concentration
Christopher Toy Christopher Toy's Phoenix Life Insurance Company Experience August 2005 - December 2006
Job Experienced Professional
Industry Banking
Experience
Citi October 2014 - Present
Calspan Corporation June 2011 - October 2014
Citi December 2006 - June 2011
Phoenix Life Insurance Company August 2005 - December 2006
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Program Management, Microsoft Office, Financial Reporting, Government Contracting, Finance, Account Reconciliation, Process Improvement, Risk Management, Management, Strategic Planning
Education
SUNY Fredonia 2001 — 2004
Bachelor's degree, Finance and Financial Management Services
Citi October 2014 - Present
Calspan Corporation June 2011 - October 2014
Citi December 2006 - June 2011
Phoenix Life Insurance Company August 2005 - December 2006
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Program Management, Microsoft Office, Financial Reporting, Government Contracting, Finance, Account Reconciliation, Process Improvement, Risk Management, Management, Strategic Planning
Education
SUNY Fredonia 2001 — 2004
Bachelor's degree, Finance and Financial Management Services
Martin Schafer Martin Schafer's Phoenix Life Insurance Company Experience 2005 - 2009
Job National Sales Director at Saybrus Partners
Industry Financial Services
Experience
Saybrus Partners May 2009 - Present
Phoenix Life Insurance Company 2005 - 2009
Prudential Financial January 2001 - January 2005
Prudential Financial June 1998 - 2001
Skills
Customer Service, Finance, Financial Services, Fixed Annuities, Insurance, Long-term Care, Retirement, Retirement Planning, Sales, Sales Management, Strategic Planning, Term Life Insurance, Wealth Management
Education
Quincy University 1990 — 1995
BA, Theology
Saybrus Partners May 2009 - Present
Phoenix Life Insurance Company 2005 - 2009
Prudential Financial January 2001 - January 2005
Prudential Financial June 1998 - 2001
Skills
Customer Service, Finance, Financial Services, Fixed Annuities, Insurance, Long-term Care, Retirement, Retirement Planning, Sales, Sales Management, Strategic Planning, Term Life Insurance, Wealth Management
Education
Quincy University 1990 — 1995
BA, Theology
Deborah Flower, CLU, ChFC Deborah Flower, CLU, ChFC's Phoenix Life Insurance Company Experience September 1992 - April 2008
Job Website Manager
Industry Insurance
Experience
Association Resources November 2011 - Present
Virtual Assistant January 2010 - Present
Aetna May 2008 - December 2008
Phoenix Life Insurance Company September 1992 - April 2008
Skills
Dreamweaver, Editing, Content Management, Adobe Acrobat, Microsoft Office, Writing, HTML, Requirements Analysis, Budgeting, User Interface Design, CMS, Insurance, Project Management, Budgets, Web Content Management, Marketing, Web Content, Blogging, Information Architecture, Product Management, Newsletters, User Experience, Web Design, Email Marketing, Marketing Communications, Technical Writing, Adobe Creative Suite, Copywriting, Social Media Marketing, Corporate Communications, Internal Communications, QuarkXPress, Social Media, Content Development, Graphic Design, Photoshop, Publications, Content Strategy, Web Analytics, Usability Testing, Management, Website Development, Online Advertising, Online Marketing, Direct Mail, SEO, Digital Marketing, Publishing
Education
UConn Master Gardener 2010 — 2010
American College 1996 — 2008
CLU, ChFC, Life Insurance and Financial Planning
Trinity College-Hartford 1973 — 1977
BA, English
Association Resources November 2011 - Present
Virtual Assistant January 2010 - Present
Aetna May 2008 - December 2008
Phoenix Life Insurance Company September 1992 - April 2008
Skills
Dreamweaver, Editing, Content Management, Adobe Acrobat, Microsoft Office, Writing, HTML, Requirements Analysis, Budgeting, User Interface Design, CMS, Insurance, Project Management, Budgets, Web Content Management, Marketing, Web Content, Blogging, Information Architecture, Product Management, Newsletters, User Experience, Web Design, Email Marketing, Marketing Communications, Technical Writing, Adobe Creative Suite, Copywriting, Social Media Marketing, Corporate Communications, Internal Communications, QuarkXPress, Social Media, Content Development, Graphic Design, Photoshop, Publications, Content Strategy, Web Analytics, Usability Testing, Management, Website Development, Online Advertising, Online Marketing, Direct Mail, SEO, Digital Marketing, Publishing
Education
UConn Master Gardener 2010 — 2010
American College 1996 — 2008
CLU, ChFC, Life Insurance and Financial Planning
Trinity College-Hartford 1973 — 1977
BA, English
Lisa D. Parker Lisa D. Parker's Phoenix Life Insurance Company Experience 1986 - 1995
Job Executive Coach, Author, Presentations & Presence Seminar Leader & Coach, Business Owner
Industry Professional Training & Coaching
Experience
Heads Up Coaching and Consulting July 2006 - Present
CFS Insights LLC January 2005 - January 2010
The Strickland Group 2002 - 2006
MetLife 1995 - 2002
Phoenix Life Insurance Company 1986 - 1995
Aetna Life & Casualty 1978 - 1984
Skills
Coaching, Leadership, Non-profits, Business, Succession Planning, Communication Skills, Executive Presence, Program Facilitation, Management, Executive Relationship, Training, Leadership Development, Strategic Planning, Nonprofits, Interviews, Team Building, Strategy, Program Management, Human Resources, Organizational..., Talent Management, Employee Benefits, Executive Development, Marketing, Presentation Coaching, Management Development, Performance Improvement, Employee Training, Workshop Facilitation, 360 Feedback, Career Development, Employee Engagement, Emotional Intelligence, Organizational..., Career Counseling, Personal Development, Executive Coaching, MBTI
Education
Ohio Wesleyan University 1974 — 1978
BA English, English, Education
Springfield College
Industrial/Organizational Psychology
Suffield High
Heads Up Coaching and Consulting July 2006 - Present
CFS Insights LLC January 2005 - January 2010
The Strickland Group 2002 - 2006
MetLife 1995 - 2002
Phoenix Life Insurance Company 1986 - 1995
Aetna Life & Casualty 1978 - 1984
Skills
Coaching, Leadership, Non-profits, Business, Succession Planning, Communication Skills, Executive Presence, Program Facilitation, Management, Executive Relationship, Training, Leadership Development, Strategic Planning, Nonprofits, Interviews, Team Building, Strategy, Program Management, Human Resources, Organizational..., Talent Management, Employee Benefits, Executive Development, Marketing, Presentation Coaching, Management Development, Performance Improvement, Employee Training, Workshop Facilitation, 360 Feedback, Career Development, Employee Engagement, Emotional Intelligence, Organizational..., Career Counseling, Personal Development, Executive Coaching, MBTI
Education
Ohio Wesleyan University 1974 — 1978
BA English, English, Education
Springfield College
Industrial/Organizational Psychology
Suffield High
Brett Sawyer Brett Sawyer's Phoenix Life Insurance Company Experience 2008 - September 2015
Job Information Security Analyst Healthnow New York
Industry Computer & Network Security
Experience
HealthNow New York Inc. September 2015 - Present
Bimbo Bakeries USA July 2013 - September 2015
Kraft Foods 2009 - September 2015
APL 2009 - September 2015
Mondelēz International 2009 - September 2015
Phoenix Life Insurance Company 2008 - September 2015
Verigy 2006 - September 2015
EDS July 1998 - September 2015
EDS, an HP Company July 1998 - September 2015
HP Enterprise Services 1998 - September 2015
Skills
VPN, Checkpoint, Troubleshooting, Proxy, Bluecoat, System Administration, IT Service Management, Firewalls, HP, Websense, IT Strategy, Data Center, ITIL, Network Security, Information Security, Disaster Recovery, Information Security..., BCCPP, BCCPA
Education
State University of New York College at Buffalo 1988 — 1989
Niagara County Comunity College 1986 — 1988
AAS, CADD and Design
Williamsville North HS 1982 — 1986
HealthNow New York Inc. September 2015 - Present
Bimbo Bakeries USA July 2013 - September 2015
Kraft Foods 2009 - September 2015
APL 2009 - September 2015
Mondelēz International 2009 - September 2015
Phoenix Life Insurance Company 2008 - September 2015
Verigy 2006 - September 2015
EDS July 1998 - September 2015
EDS, an HP Company July 1998 - September 2015
HP Enterprise Services 1998 - September 2015
Skills
VPN, Checkpoint, Troubleshooting, Proxy, Bluecoat, System Administration, IT Service Management, Firewalls, HP, Websense, IT Strategy, Data Center, ITIL, Network Security, Information Security, Disaster Recovery, Information Security..., BCCPP, BCCPA
Education
State University of New York College at Buffalo 1988 — 1989
Niagara County Comunity College 1986 — 1988
AAS, CADD and Design
Williamsville North HS 1982 — 1986
Victoria Husband's Phoenix Life Insurance Company Experience June 2012 - August 2012
Job Advisory Associate at KPMG
Industry Logistics and Supply Chain
Experience
KPMG August 2014 - Present
DuPont May 2013 - August 2013
Phoenix Life Insurance Company June 2012 - August 2012
Skills
Microsoft Excel, Data Analysis, Statistics, Microsoft Word, PowerPoint
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Supply Chain & Information Systems
KPMG August 2014 - Present
DuPont May 2013 - August 2013
Phoenix Life Insurance Company June 2012 - August 2012
Skills
Microsoft Excel, Data Analysis, Statistics, Microsoft Word, PowerPoint
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Supply Chain & Information Systems
Theodore Massaro, CLU, AEP, ChFC Theodore Massaro, CLU, AEP, ChFC's Phoenix Life Insurance Company Experience 1974 - 1982
Job President at M Financial Planning Services
Industry Financial Services
Experience
M Financial Planning Services, LPL Financial January 1981 - Present
M Financial Planning Services 1981 - Present
LPL Financial 1993 - 2014
Phoenix Life Insurance Company 1974 - 1982
Skills
Strategy, Management Consulting, Mortgage Lending, Entrepreneurship, Leadership Development, Private Equity, Training, Team Leadership, Wealth Management..., Strategic Financial...
Education
The American College
B.S., Finance
M Financial Planning Services, LPL Financial January 1981 - Present
M Financial Planning Services 1981 - Present
LPL Financial 1993 - 2014
Phoenix Life Insurance Company 1974 - 1982
Skills
Strategy, Management Consulting, Mortgage Lending, Entrepreneurship, Leadership Development, Private Equity, Training, Team Leadership, Wealth Management..., Strategic Financial...
Education
The American College
B.S., Finance
Rick Goldfarb Rick Goldfarb's Phoenix Life Insurance Company Experience July 1992 - September 1995
Job Manager of Operations at Public Health Solutions
Industry Nonprofit Organization Management
Experience
Contracting and Management Services, a Division of Public Health Solutions May 2007 - Present
RelayHealth July 2005 - April 2006
Public Health Solutions June 2003 - July 2005
Public Health Solutions August 2001 - June 2003
Cigna July 2000 - February 2001
Cigna Insurance Services May 1999 - July 2000
United Behavioral Health September 1997 - May 1999
CSC - Computer Sciences Corporation May 1995 - September 1997
Phoenix Life Insurance Company July 1992 - September 1995
Skills
Program Development, Troubleshooting, Hospitals, Program Management, Healthcare, Public Health, Community Outreach, Organizational..., Fundraising, Employee Training, Nonprofits, Community Development, Public Policy, Program Evaluation, Grants, Grant Writing, Non-profits, Policy Analysis, Management, Community Organizing, Leadership Development, Volunteer Management, Social Services, Public Speaking, Event Planning, Staff Development, Training, Workshop Facilitation, Policy, Non-profit..., Board Development, Event Management
Education
The College of Saint Rose 1987 — 1991
Bachelor's Degree, Communication
Contracting and Management Services, a Division of Public Health Solutions May 2007 - Present
RelayHealth July 2005 - April 2006
Public Health Solutions June 2003 - July 2005
Public Health Solutions August 2001 - June 2003
Cigna July 2000 - February 2001
Cigna Insurance Services May 1999 - July 2000
United Behavioral Health September 1997 - May 1999
CSC - Computer Sciences Corporation May 1995 - September 1997
Phoenix Life Insurance Company July 1992 - September 1995
Skills
Program Development, Troubleshooting, Hospitals, Program Management, Healthcare, Public Health, Community Outreach, Organizational..., Fundraising, Employee Training, Nonprofits, Community Development, Public Policy, Program Evaluation, Grants, Grant Writing, Non-profits, Policy Analysis, Management, Community Organizing, Leadership Development, Volunteer Management, Social Services, Public Speaking, Event Planning, Staff Development, Training, Workshop Facilitation, Policy, Non-profit..., Board Development, Event Management
Education
The College of Saint Rose 1987 — 1991
Bachelor's Degree, Communication
Alexandra Poole Alexandra Poole's Phoenix Life Insurance Company Experience 2005 - 2007
Job President at Client Centered Solutions, LLC
Industry Nonprofit Organization Management
Experience
Client Centered Solutions, LLC March 2014 - Present
AGP Consulting July 2010 - March 2014
Association Resources, Inc June 2013 - February 2014
NYSARC, Inc July 2010 - June 2013
Association Resources, Inc. July 2010 - June 2013
Association Resources January 2007 - July 2010
Phoenix Life Insurance Company 2005 - 2007
Brandon R.E., Inc 2003 - 2005
Skills
Microsoft Office, Strategic Planning, Accounting, Administration, Budgeting, Great Plains Software, Quickbooks, Financial Analysis, Financial Planning, General Ledger, Strategic Financial..., System Administration, Budgets, Financial Reporting, Accounts Payable, Data Analysis, Account Reconciliation, Financial Accounting, Internal Audit, Finance, Accounts Receivable, Customer Service, Analysis, Auditing, Bookkeeping, Small Business, Training, Leadership, Management, Process Improvement, Nonprofits, Microsoft Excel, Managerial Finance, Program Development, Team Building, Program Management
Education
The College of Saint Rose 2009 — 2011
MS, Accounting
State University of New York at Albany
BA, Economics
Client Centered Solutions, LLC March 2014 - Present
AGP Consulting July 2010 - March 2014
Association Resources, Inc June 2013 - February 2014
NYSARC, Inc July 2010 - June 2013
Association Resources, Inc. July 2010 - June 2013
Association Resources January 2007 - July 2010
Phoenix Life Insurance Company 2005 - 2007
Brandon R.E., Inc 2003 - 2005
Skills
Microsoft Office, Strategic Planning, Accounting, Administration, Budgeting, Great Plains Software, Quickbooks, Financial Analysis, Financial Planning, General Ledger, Strategic Financial..., System Administration, Budgets, Financial Reporting, Accounts Payable, Data Analysis, Account Reconciliation, Financial Accounting, Internal Audit, Finance, Accounts Receivable, Customer Service, Analysis, Auditing, Bookkeeping, Small Business, Training, Leadership, Management, Process Improvement, Nonprofits, Microsoft Excel, Managerial Finance, Program Development, Team Building, Program Management
Education
The College of Saint Rose 2009 — 2011
MS, Accounting
State University of New York at Albany
BA, Economics
Stephen Libby Stephen Libby's Phoenix Life Insurance Company Experience 1975 - 2006
Job Brokerage Director at M & M Brokerage Services, Inc
Industry Insurance
Experience
M & M Brokerage Services, Inc January 2008 - Present
Lincoln Financial Securities March 2006 - Present
Lessee of your apartment 2009 - 2013
Phoenix Life Insurance Company 1975 - 2006
Skills
Insurance, Microsoft Excel, Microsoft Office, Public Speaking, Customer Service, Budget, Editing, Retirement Planning, Strategic Planning, Estate Planning, Fixed Annuities, Employee Benefits, Budgets, Small Business, Securities, Life Insurance, Long-term Care, Disability Insurance, Retirement, Term Life Insurance, 401k
Education
University of Minnesota - Carlson School of Management 1966 — 1970
Bachelor of Science in BA, Business Administration and Management, General
Benilde High School 1962 — 1966
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
M & M Brokerage Services, Inc January 2008 - Present
Lincoln Financial Securities March 2006 - Present
Lessee of your apartment 2009 - 2013
Phoenix Life Insurance Company 1975 - 2006
Skills
Insurance, Microsoft Excel, Microsoft Office, Public Speaking, Customer Service, Budget, Editing, Retirement Planning, Strategic Planning, Estate Planning, Fixed Annuities, Employee Benefits, Budgets, Small Business, Securities, Life Insurance, Long-term Care, Disability Insurance, Retirement, Term Life Insurance, 401k
Education
University of Minnesota - Carlson School of Management 1966 — 1970
Bachelor of Science in BA, Business Administration and Management, General
Benilde High School 1962 — 1966
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
Howard Gross Howard Gross's Phoenix Life Insurance Company Experience 1996 - 1998
Job President, EBizdocs
Industry Information Technology and Services
Experience
E-Bizdocs January 2000 - Present
Phoenix Life Insurance Company 1996 - 1998
Matthew Bender and Company 1989 - 1996
Skills
Document Management, ECM, Records Management, Content Management, Imaging, Workflow, Workflow Design, Workflow Solutions, Document Scanning, Image Capture, Document Capture, Capture, Knowledge Management, Forms Processing, EMR, Medical Records, Scanners, ADA compliance, Diversity Strategy, Entrepreneurship, Data Entry, Kodak Scanners, Digital Imaging, Enterprise Content..., Management, Strategic Planning
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1998 — 2000
MBA
Pace University 1982 — 1987
BS
E-Bizdocs January 2000 - Present
Phoenix Life Insurance Company 1996 - 1998
Matthew Bender and Company 1989 - 1996
Skills
Document Management, ECM, Records Management, Content Management, Imaging, Workflow, Workflow Design, Workflow Solutions, Document Scanning, Image Capture, Document Capture, Capture, Knowledge Management, Forms Processing, EMR, Medical Records, Scanners, ADA compliance, Diversity Strategy, Entrepreneurship, Data Entry, Kodak Scanners, Digital Imaging, Enterprise Content..., Management, Strategic Planning
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1998 — 2000
MBA
Pace University 1982 — 1987
BS
David Addison David Addison's Phoenix Life Insurance Company Experience 1994 - 1999
Job VP, Head of Business Development North America, Global Financial Solutions at RGA Reinsurance Company
Industry Insurance
Experience
RGA Reinsurance Company 1999 - Present
Phoenix Life Insurance Company 1994 - 1999
Mercer Management Consulting 1991 - 1994
Minnesota Protective Life 1985 - 1991
Skills
Reinsurance, Insurance, Actuarial, Public Speaking, Economic Capital, Actuarial Science, Financial Modeling, Mergers, Fixed Annuities, Mergers & Acquisitions, Financial Services, Strategy, Actuaries, Finance, Embedded Value, Enterprise Risk..., Solvency II, ALM, Risk Management, Life Insurance
Education
Washington University in St. Louis 2007 — 2008
MBA
Newcastle University 1981 — 1984
B.Sc.
Kings College School 1976 — 1981
RGA Reinsurance Company 1999 - Present
Phoenix Life Insurance Company 1994 - 1999
Mercer Management Consulting 1991 - 1994
Minnesota Protective Life 1985 - 1991
Skills
Reinsurance, Insurance, Actuarial, Public Speaking, Economic Capital, Actuarial Science, Financial Modeling, Mergers, Fixed Annuities, Mergers & Acquisitions, Financial Services, Strategy, Actuaries, Finance, Embedded Value, Enterprise Risk..., Solvency II, ALM, Risk Management, Life Insurance
Education
Washington University in St. Louis 2007 — 2008
MBA
Newcastle University 1981 — 1984
B.Sc.
Kings College School 1976 — 1981
Steven Putterman Steven Putterman's Phoenix Life Insurance Company Experience 2000 - 2003
Job Instructor in Risk Management (Fall 2015) at Penn State University
Industry Insurance
Experience
Penn State University 2015 - Present
Sun Life Financial January 2011 - March 2012
Prudential Financial 2004 - December 2010
Phoenix Life Insurance Company 2000 - 2003
Aetna Life & Casualty 1990 - 2000
Manhattan Life January 1988 - December 1989
Connecticut National Life Insurance Co. 1983 - 1988
The Hartford Insurance Group 1978 - 1983
Skills
Product Management, Fixed Annuities, Actuarial Science, Risk Management, Financial Risk, Innovation, Variable Annuities, Marketing, Employee Benefits, Financial Analysis, Portfolio Management, Strategic Financial..., Asset Allocation, Investments, Retirement, Life Insurance, Retirement Planning, Financial Services, Insurance, Underwriting, Series 63, Wealth Management, Pensions, Series 6, 401k
Education
Penn State University
BS, Math
Penn State University 2015 - Present
Sun Life Financial January 2011 - March 2012
Prudential Financial 2004 - December 2010
Phoenix Life Insurance Company 2000 - 2003
Aetna Life & Casualty 1990 - 2000
Manhattan Life January 1988 - December 1989
Connecticut National Life Insurance Co. 1983 - 1988
The Hartford Insurance Group 1978 - 1983
Skills
Product Management, Fixed Annuities, Actuarial Science, Risk Management, Financial Risk, Innovation, Variable Annuities, Marketing, Employee Benefits, Financial Analysis, Portfolio Management, Strategic Financial..., Asset Allocation, Investments, Retirement, Life Insurance, Retirement Planning, Financial Services, Insurance, Underwriting, Series 63, Wealth Management, Pensions, Series 6, 401k
Education
Penn State University
BS, Math
Sean Gavin Sean Gavin's Phoenix Life Insurance Company Experience July 1992 - November 2008
Job Senior Project Manager at CDPHP
Industry Insurance
Experience
CDPHP December 2012 - Present
Aon Hewitt March 2009 - December 2012
Phoenix Life Insurance Company July 1992 - November 2008
Skills
Business Analysis, Business Process..., Process Improvement, Project Management, Requirements Analysis, SDLC, Vendor Management, Visio, Insurance, Program Management, Business Intelligence, Outsourcing, Quality Assurance, Requirements Gathering, SharePoint, Team Leadership, Management, Leadership
Education
The College of Saint Rose 1990 — 1992
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
CDPHP December 2012 - Present
Aon Hewitt March 2009 - December 2012
Phoenix Life Insurance Company July 1992 - November 2008
Skills
Business Analysis, Business Process..., Process Improvement, Project Management, Requirements Analysis, SDLC, Vendor Management, Visio, Insurance, Program Management, Business Intelligence, Outsourcing, Quality Assurance, Requirements Gathering, SharePoint, Team Leadership, Management, Leadership
Education
The College of Saint Rose 1990 — 1992
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Kathleen Cunningham, CBAP Kathleen Cunningham, CBAP's Phoenix Life Insurance Company Experience January 2014 - March 2014
Job Sr Business Analyst at TEKsystems
Industry Information Technology and Services
Experience
PCC Technology Group, LLC January 2015 - Present
TEKsystems June 2014 - January 2015
Phoenix Life Insurance Company January 2014 - March 2014
The Hartford February 2006 - January 2014
Consultant for On-Line Systems January 2005 - December 2006
Consultant 2004 - 2005
CIGNA January 1981 - October 2003
Skills
Teaching Business..., Mentoring Junior..., Requirements..., Business Analysis, Visio, Analysis, Business Process..., Business Requirements, Business Process, MS Project, Project Management, Enterprise Architecture, PMO, Strategy, Management, Requirements Gathering, Software Documentation, SDLC
Education
Northwestern Connecticut Community College
Associates in Science, General Studies
PCC Technology Group, LLC January 2015 - Present
TEKsystems June 2014 - January 2015
Phoenix Life Insurance Company January 2014 - March 2014
The Hartford February 2006 - January 2014
Consultant for On-Line Systems January 2005 - December 2006
Consultant 2004 - 2005
CIGNA January 1981 - October 2003
Skills
Teaching Business..., Mentoring Junior..., Requirements..., Business Analysis, Visio, Analysis, Business Process..., Business Requirements, Business Process, MS Project, Project Management, Enterprise Architecture, PMO, Strategy, Management, Requirements Gathering, Software Documentation, SDLC
Education
Northwestern Connecticut Community College
Associates in Science, General Studies
David Nafie David Nafie's Phoenix Life Insurance Company Experience June 1999 - December 2001
Job Client Relationship Manager at MetLife
Industry Financial Services
Experience
SCORE Association 2006 - Present
MetLife December 2001 - Present
Phoenix Life Insurance Company June 1999 - December 2001
Skills
Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, English, Outlook, Strategic Planning, Windows, Team Building
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
Bachelor of Arts (B.A.), History
SCORE Association 2006 - Present
MetLife December 2001 - Present
Phoenix Life Insurance Company June 1999 - December 2001
Skills
Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, English, Outlook, Strategic Planning, Windows, Team Building
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
Bachelor of Arts (B.A.), History
Marty Kaplan Marty Kaplan's Phoenix Life Insurance Company Experience June 2008 - June 2009
Job Senior Executive Recruiter ~ Life Insurance
Industry Insurance
Experience
Professions, LLC July 2009 - Present
Phoenix Life Insurance Company June 2008 - June 2009
Amerus/Aviva June 2002 - June 2007
New York Life Insurance Company February 1976 - June 2002
Skills
Sales Management, Recruiting, Financial Services, Mutual Funds, Leadership, Talent Acquisition, Team Leadership, Marketing, Internet Recruiting, Screening, New Business Development, Insurance, Employee Benefits, Strategic Planning, Applicant Tracking..., Investments, Business Planning, Sourcing, Employee Relations, Staffing Services, Human Resources, College Recruiting, Cold Calling, Executive Management, Training, Technical Recruiting, Management, Finance, Negotiation
Education
Suffolk Law School 1965 — 1967
J.D., Law
The University of Connecticut 1959 — 1964
B.S., Political Science
Professions, LLC July 2009 - Present
Phoenix Life Insurance Company June 2008 - June 2009
Amerus/Aviva June 2002 - June 2007
New York Life Insurance Company February 1976 - June 2002
Skills
Sales Management, Recruiting, Financial Services, Mutual Funds, Leadership, Talent Acquisition, Team Leadership, Marketing, Internet Recruiting, Screening, New Business Development, Insurance, Employee Benefits, Strategic Planning, Applicant Tracking..., Investments, Business Planning, Sourcing, Employee Relations, Staffing Services, Human Resources, College Recruiting, Cold Calling, Executive Management, Training, Technical Recruiting, Management, Finance, Negotiation
Education
Suffolk Law School 1965 — 1967
J.D., Law
The University of Connecticut 1959 — 1964
B.S., Political Science
Deborah Hersey Deborah Hersey's Phoenix Life Insurance Company Experience October 2007 - August 2009
Job Partner, Sales Vice President at Financial Strategies Group
Industry Financial Services
Experience
Pinnacle Insurance & Financial Services, LLC. 2012 - Present
Financial Strategies Group August 2009 - Present
Phoenix Life Insurance Company October 2007 - August 2009
The Hartford July 2005 - October 2007
Prudential Securities LIfe Agency 1998 - 2005
Skills
Estate Planning, Business Succession..., Multi-generational..., Life Insurance, Strategic Consulting, point of sale consulting, general agent, Sales Process, Sales, Succession Planning, Financial Planners, Term Life Insurance, Marketing, Retirement Planning, Disability Insurance, Insurance, Wealth, Retirement, Long-term Care, Long Term Care Insurance, Fixed Annuities, Series 63, Wealth Management, Series 6, Employee Benefits
Education
St. Cloud State University 1985 — 1989
Bachelor of Science (B.S.), Education
Pinnacle Insurance & Financial Services, LLC. 2012 - Present
Financial Strategies Group August 2009 - Present
Phoenix Life Insurance Company October 2007 - August 2009
The Hartford July 2005 - October 2007
Prudential Securities LIfe Agency 1998 - 2005
Skills
Estate Planning, Business Succession..., Multi-generational..., Life Insurance, Strategic Consulting, point of sale consulting, general agent, Sales Process, Sales, Succession Planning, Financial Planners, Term Life Insurance, Marketing, Retirement Planning, Disability Insurance, Insurance, Wealth, Retirement, Long-term Care, Long Term Care Insurance, Fixed Annuities, Series 63, Wealth Management, Series 6, Employee Benefits
Education
St. Cloud State University 1985 — 1989
Bachelor of Science (B.S.), Education
Suzanne Lazarek Suzanne Lazarek's Phoenix Life Insurance Company Experience 2005 - August 2009
Job Administrative Coordinator at Carolina Courtworks
Industry Construction
Experience
Carolina Courtworks July 2015 - Present
Highland Capital Brokerage September 2009 - October 2014
Phoenix Life Insurance Company 2005 - August 2009
Southmark Consulting, LLC 2001 - 2005
MetLife Financial Services 1999 - 2001
Lincoln Financial Advisors 1989 - 1999
Skills
Insurance, Underwriting, Long-term Care, Life Insurance, Fixed Annuities, Brokers, Disability Insurance, Financial Services, Team Building, Organization Skills
Education
State University of New York College at Oswego 1985 — 1988
Carolina Courtworks July 2015 - Present
Highland Capital Brokerage September 2009 - October 2014
Phoenix Life Insurance Company 2005 - August 2009
Southmark Consulting, LLC 2001 - 2005
MetLife Financial Services 1999 - 2001
Lincoln Financial Advisors 1989 - 1999
Skills
Insurance, Underwriting, Long-term Care, Life Insurance, Fixed Annuities, Brokers, Disability Insurance, Financial Services, Team Building, Organization Skills
Education
State University of New York College at Oswego 1985 — 1988
YUAN TAO's Phoenix Life Insurance Company Experience 2005 - 2010
Job AVP and Actuary, VA Pricing at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2012 - Present
MassMutual Financial Group January 2010 - January 2012
Phoenix Life Insurance Company 2005 - 2010
ING Financial Servis 2001 - 2005
Skills
Fixed Annuities, Variable Annuities, Hedging, Life Insurance, Actuarial Science, Insurance, Pricing, Disability Insurance, Reinsurance, ALM, Retirement, Financial Risk, Actuaries, General Insurance, Portfolio Management, Investments, Enterprise Risk..., Economic Capital, MoSes, Risk Management, Term Life Insurance, Embedded Value, Solvency II, Investment Strategies, Health Insurance, Prophet
Education
University of Waterloo 1999 — 2000
M.Math, Actuarial Science
Renmin University of China 1993 — 1997
bachelor, statistics, actuarial science
MassMutual Financial Group January 2012 - Present
MassMutual Financial Group January 2010 - January 2012
Phoenix Life Insurance Company 2005 - 2010
ING Financial Servis 2001 - 2005
Skills
Fixed Annuities, Variable Annuities, Hedging, Life Insurance, Actuarial Science, Insurance, Pricing, Disability Insurance, Reinsurance, ALM, Retirement, Financial Risk, Actuaries, General Insurance, Portfolio Management, Investments, Enterprise Risk..., Economic Capital, MoSes, Risk Management, Term Life Insurance, Embedded Value, Solvency II, Investment Strategies, Health Insurance, Prophet
Education
University of Waterloo 1999 — 2000
M.Math, Actuarial Science
Renmin University of China 1993 — 1997
bachelor, statistics, actuarial science
Angela Read, CLU, FALU, FLMI Angela Read, CLU, FALU, FLMI's Phoenix Life Insurance Company Experience 1996 - 2000
Job Underwriting Consultant at Legal & General America
Industry Insurance
Experience
Legal & General America 2005 - Present
Benefit Partners, LLC 2003 - 2005
Genworth Financial 2000 - 2003
Phoenix Life Insurance Company 1996 - 2000
Seabury & Smith 1994 - 1996
Principal Financial Group 1993 - 1994
The Phillips Group 1992 - 1993
Skills
Underwriting, Insurance, Life Insurance, Term Life Insurance, Reinsurance, Employee Benefits, Health Insurance, Brokers, Disability Insurance, Universal Life
Education
The University of Georgia 1987 — 1992
BA, Speech & Communications
Legal & General America 2005 - Present
Benefit Partners, LLC 2003 - 2005
Genworth Financial 2000 - 2003
Phoenix Life Insurance Company 1996 - 2000
Seabury & Smith 1994 - 1996
Principal Financial Group 1993 - 1994
The Phillips Group 1992 - 1993
Skills
Underwriting, Insurance, Life Insurance, Term Life Insurance, Reinsurance, Employee Benefits, Health Insurance, Brokers, Disability Insurance, Universal Life
Education
The University of Georgia 1987 — 1992
BA, Speech & Communications
Brian Klaes Brian Klaes's Phoenix Life Insurance Company Experience May 1996 - February 2001
Job Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial August 2011 - Present
MassMutual Financial Group December 2003 - August 2010
MassMutual Financial Group July 2002 - December 2003
MassMutual Financial Group February 2001 - July 2002
Phoenix Life Insurance Company May 1996 - February 2001
Sportshoe Center January 1995 - May 1996
Klutch Inc. May 1994 - December 1994
Skills
Performance Management, Change Management, Six Sigma, Staff Development, Outstanding Customer..., Conflict Resolution, Claims, Team Building, Process Improvement, Operations Management, Coaching, Mentoring, Succession Planning, Business Process..., Call Centers, Customer Service, Customer Satisfaction
Education
Springfield College 1990 — 1994
BS, Business Management
Prudential Financial August 2011 - Present
MassMutual Financial Group December 2003 - August 2010
MassMutual Financial Group July 2002 - December 2003
MassMutual Financial Group February 2001 - July 2002
Phoenix Life Insurance Company May 1996 - February 2001
Sportshoe Center January 1995 - May 1996
Klutch Inc. May 1994 - December 1994
Skills
Performance Management, Change Management, Six Sigma, Staff Development, Outstanding Customer..., Conflict Resolution, Claims, Team Building, Process Improvement, Operations Management, Coaching, Mentoring, Succession Planning, Business Process..., Call Centers, Customer Service, Customer Satisfaction
Education
Springfield College 1990 — 1994
BS, Business Management
Ken Lerche's Phoenix Life Insurance Company Experience June 1995 - August 1999
Job Engagement Manager at SAS Institute
Industry Information Technology and Services
Experience
SAS Institute August 2011 - Present
Fidelity Investments June 2006 - July 2011
EDS April 2005 - May 2006
Towers Perrin September 1999 - March 2005
Phoenix Life Insurance Company June 1995 - August 1999
Skills
Business Analysis, Vendor Management, Outsourcing, Business Intelligence, Project Management, Management, CRM, Strategy, Business Process, Leadership, Team Leadership, Strategic Planning, Human Resources, Analysis, Training
Education
Rensselaer Polytechnic Institute at Hartford 1996 — 1998
Masters, Business Administration
Siena College 1991 — 1995
Bachelors of Arts, Economics
Newington 1988 — 1991
SAS Institute August 2011 - Present
Fidelity Investments June 2006 - July 2011
EDS April 2005 - May 2006
Towers Perrin September 1999 - March 2005
Phoenix Life Insurance Company June 1995 - August 1999
Skills
Business Analysis, Vendor Management, Outsourcing, Business Intelligence, Project Management, Management, CRM, Strategy, Business Process, Leadership, Team Leadership, Strategic Planning, Human Resources, Analysis, Training
Education
Rensselaer Polytechnic Institute at Hartford 1996 — 1998
Masters, Business Administration
Siena College 1991 — 1995
Bachelors of Arts, Economics
Newington 1988 — 1991
James Lawler James Lawler's Phoenix Life Insurance Company Experience May 2007 - August 2007
Job New Business Manager
Industry Financial Services
Experience
SFI Advisors, LLC October 2011 - Present
SFI Advisors, LLC July 2009 - October 2011
SFI Advisors, LLC March 2008 - July 2009
Phoenix Life Insurance Company May 2007 - August 2007
Skills
Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Medical Underwriting, Accounting, Insurance, Underwriting, Financial Advisory, Management, Fixed Annuities, Small Business, Retirement
Education
St. Thomas Aquinas College 2003 — 2007
BS - Business Administration, Accounting, Economincs
SFI Advisors, LLC October 2011 - Present
SFI Advisors, LLC July 2009 - October 2011
SFI Advisors, LLC March 2008 - July 2009
Phoenix Life Insurance Company May 2007 - August 2007
Skills
Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Medical Underwriting, Accounting, Insurance, Underwriting, Financial Advisory, Management, Fixed Annuities, Small Business, Retirement
Education
St. Thomas Aquinas College 2003 — 2007
BS - Business Administration, Accounting, Economincs
Carlos P. Branco, CISSP Carlos P. Branco, CISSP's Phoenix Life Insurance Company Experience July 2003 - September 2006
Job IT Security Manager at Major Health Insurance Company
Industry Utilities
Experience
Major Health Insurance Company August 2015 - Present
Eversource Energy July 2012 - August 2015
Eversource Energy June 2009 - June 2012
United Rentals April 2007 - June 2009
Brincasoft.com September 2006 - May 2007
Phoenix Life Insurance Company July 2003 - September 2006
Open Solutions May 2001 - July 2003
Merallis.com April 1997 - April 2001
Waterbury Hospital September 1996 - April 1997
Westchester Jewish Community Services August 1994 - August 1996
Skills
Security, Computer Security, Vulnerability Assessment, CISSP, Enterprise Software, PCI DSS, Information Technology, Security Architecture..., Enterprise Architecture, Disaster Recovery, Application Security, Information Security..., Data Center, IT Security Best..., Intrusion Detection, Business Continuity, Networking, Risk Assessment, GLBA, Sarbanes-Oxley Act, IT Audit, DLP, Encryption, Penetration Testing, Computer Forensics, ISSAP, Payment Industry, Microsoft Certified..., Identity Management, Cybersecurity Defense, NERC, Cyber-security, Contract Negotiation
Education
Pace University 1989 — 1994
BA
Major Health Insurance Company August 2015 - Present
Eversource Energy July 2012 - August 2015
Eversource Energy June 2009 - June 2012
United Rentals April 2007 - June 2009
Brincasoft.com September 2006 - May 2007
Phoenix Life Insurance Company July 2003 - September 2006
Open Solutions May 2001 - July 2003
Merallis.com April 1997 - April 2001
Waterbury Hospital September 1996 - April 1997
Westchester Jewish Community Services August 1994 - August 1996
Skills
Security, Computer Security, Vulnerability Assessment, CISSP, Enterprise Software, PCI DSS, Information Technology, Security Architecture..., Enterprise Architecture, Disaster Recovery, Application Security, Information Security..., Data Center, IT Security Best..., Intrusion Detection, Business Continuity, Networking, Risk Assessment, GLBA, Sarbanes-Oxley Act, IT Audit, DLP, Encryption, Penetration Testing, Computer Forensics, ISSAP, Payment Industry, Microsoft Certified..., Identity Management, Cybersecurity Defense, NERC, Cyber-security, Contract Negotiation
Education
Pace University 1989 — 1994
BA
Ahmad Raja, Esq. Ahmad Raja, Esq.'s Phoenix Life Insurance Company Experience June 2013 - June 2013
Job Staff Attorney at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Industry Law Practice
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP August 2014 - Present
Patterson Belknap Webb & Tyler LLP March 2014 - April 2014
Phoenix Life Insurance Company June 2013 - June 2013
Phoebe North May 2013 - June 2013
Cravath, Swaine & Moore LLP April 2013 - April 2013
Citi March 2013 - April 2013
Cohen and Gresser LLP February 2013 - February 2013
Portela Law Firm August 2012 - February 2013
Tory's LLP November 2012 - November 2012
DAC Beachcroft LLP July 2009 - August 2009
Skills
Corporate Law, English Law, Scottish Law, French Law, French, Urdu, Hindi, Business Analysis, Business Strategy, EU Law, Contract Law, Document Review, International Business..., Employment Law, Commercial Law, Insurance Law, State of New York, ERISA, Corporate Formation, Litigation, Non-disclosure..., Japanese, Corporate Transactional, Antitrust Law, Courts
Education
College of Law 2010 — 2011
Graduate Diploma in Law, Law
Université Paris Dauphine 2010 — 2010
European Business Course, European Business
The University of Edinburgh 2006 — 2010
LLB Law and Business Studies (Joint Honors), Law and Business
Université Paris Sud (Paris XI) 2008 — 2009
Diplôme, Law
TASIS 2004 — 2006
High School Diploma
Paul, Weiss, Rifkind, Wharton & Garrison LLP August 2014 - Present
Patterson Belknap Webb & Tyler LLP March 2014 - April 2014
Phoenix Life Insurance Company June 2013 - June 2013
Phoebe North May 2013 - June 2013
Cravath, Swaine & Moore LLP April 2013 - April 2013
Citi March 2013 - April 2013
Cohen and Gresser LLP February 2013 - February 2013
Portela Law Firm August 2012 - February 2013
Tory's LLP November 2012 - November 2012
DAC Beachcroft LLP July 2009 - August 2009
Skills
Corporate Law, English Law, Scottish Law, French Law, French, Urdu, Hindi, Business Analysis, Business Strategy, EU Law, Contract Law, Document Review, International Business..., Employment Law, Commercial Law, Insurance Law, State of New York, ERISA, Corporate Formation, Litigation, Non-disclosure..., Japanese, Corporate Transactional, Antitrust Law, Courts
Education
College of Law 2010 — 2011
Graduate Diploma in Law, Law
Université Paris Dauphine 2010 — 2010
European Business Course, European Business
The University of Edinburgh 2006 — 2010
LLB Law and Business Studies (Joint Honors), Law and Business
Université Paris Sud (Paris XI) 2008 — 2009
Diplôme, Law
TASIS 2004 — 2006
High School Diploma
Brian Beel Brian Beel's Phoenix Life Insurance Company Experience October 1992 - July 2005
Job Financial Services Representative/ Registered Representative at MetLife
Industry Financial Services
Experience
MetLife 2005 - Present
Phoenix Life Insurance Company October 1992 - July 2005
Connecticut Mutual Life Ins January 1987 - September 1992
Skills
Sales Management, Employee Benefits, Financial Education, Life & Health Insurance..., Insurance, Life Insurance, Financial Services, Health Insurance, Finance, General Insurance, Term Life Insurance, Securities, Fixed Annuities, Long Term Care Insurance, Retirement, Disability Insurance, Retirement Planning, 401k, Small Business
Education
The University of New Mexico 1978 — 1979
Business Administration, Management and Operations
NM State/ University of Idaho 1975 — 1978
General Studies
MetLife 2005 - Present
Phoenix Life Insurance Company October 1992 - July 2005
Connecticut Mutual Life Ins January 1987 - September 1992
Skills
Sales Management, Employee Benefits, Financial Education, Life & Health Insurance..., Insurance, Life Insurance, Financial Services, Health Insurance, Finance, General Insurance, Term Life Insurance, Securities, Fixed Annuities, Long Term Care Insurance, Retirement, Disability Insurance, Retirement Planning, 401k, Small Business
Education
The University of New Mexico 1978 — 1979
Business Administration, Management and Operations
NM State/ University of Idaho 1975 — 1978
General Studies
Carla Rector Carla Rector's Phoenix Life Insurance Company Experience November 1992 - December 2013
Job Insurance Agent at Bankers Life and Casualty Company
Industry Insurance
Experience
Bankers Life and Casualty Company May 2014 - Present
Phoenix Life Insurance Company November 1992 - December 2013
Phoenix Life Insurance Company April 2003 - March 2011
Phoenix Life Insurance Company January 2002 - April 2003
Skills
Fixed Annuities, Mutual Funds, Series 7, Securities, Life Insurance, Claim, Series 6, Financial Services, FINRA, Risk Management, Variable Annuities, Reinsurance, Financial Risk, Series 24, ERISA, Financial Analysis, Series 63, Retirement
Education
State University of New York Empire State College 2005 — 2007
Bachelor's Degree, Business Management and Economics
Granite City High School 1971 — 1974
Business Administration, Management and Operations
Bankers Life and Casualty Company May 2014 - Present
Phoenix Life Insurance Company November 1992 - December 2013
Phoenix Life Insurance Company April 2003 - March 2011
Phoenix Life Insurance Company January 2002 - April 2003
Skills
Fixed Annuities, Mutual Funds, Series 7, Securities, Life Insurance, Claim, Series 6, Financial Services, FINRA, Risk Management, Variable Annuities, Reinsurance, Financial Risk, Series 24, ERISA, Financial Analysis, Series 63, Retirement
Education
State University of New York Empire State College 2005 — 2007
Bachelor's Degree, Business Management and Economics
Granite City High School 1971 — 1974
Business Administration, Management and Operations
John S. Burke, CLU, ChFC's Phoenix Life Insurance Company Experience July 2008 - June 2009
Job Business Development Specialist, BB&T Life Insurance Services
Industry Financial Services
Experience
BB&T Insurance Services Inc. June 2014 - Present
Signature Financial Partners, LLC January 2009 - June 2014
Phoenix Life Insurance Company July 2008 - June 2009
Hartford Life September 1998 - July 2008
Skills
Wealth Management, Health Insurance, Fixed Annuities, Retirement Planning, Retirement, Mutual Funds, Series 63, Estate Planning, Insurance, Long-term Care, 401k, Life Insurance, Disability Insurance, Series 6
Education
Tulane University 1976 — 1980
BA, History
BB&T Insurance Services Inc. June 2014 - Present
Signature Financial Partners, LLC January 2009 - June 2014
Phoenix Life Insurance Company July 2008 - June 2009
Hartford Life September 1998 - July 2008
Skills
Wealth Management, Health Insurance, Fixed Annuities, Retirement Planning, Retirement, Mutual Funds, Series 63, Estate Planning, Insurance, Long-term Care, 401k, Life Insurance, Disability Insurance, Series 6
Education
Tulane University 1976 — 1980
BA, History
Kevin Reopel Kevin Reopel's Phoenix Life Insurance Company Experience 2002 - 2005
Job Founder of Actuarial Litigation Consulting
Industry Legal Services
Experience
Actuarial Litigation Consulting October 2010 - Present
Hartford Life Ins. Co. 2007 - 2009
VantisLife Insurance Company 2005 - 2007
Phoenix Life Insurance Company 2002 - 2005
Massachusetts Mutual Life Insurance Company 1985 - 2002
Skills
Personal Injury, Wrongful Death, Insurance, Reinsurance, Actuarial Science, Investments, Life Insurance, Underwriting, Variable Annuities, Health Insurance, Financial Services
Education
Union College
Union College, Schenectady, NY
Actuarial Litigation Consulting October 2010 - Present
Hartford Life Ins. Co. 2007 - 2009
VantisLife Insurance Company 2005 - 2007
Phoenix Life Insurance Company 2002 - 2005
Massachusetts Mutual Life Insurance Company 1985 - 2002
Skills
Personal Injury, Wrongful Death, Insurance, Reinsurance, Actuarial Science, Investments, Life Insurance, Underwriting, Variable Annuities, Health Insurance, Financial Services
Education
Union College
Union College, Schenectady, NY
Diane Hebenstreit, MBA Diane Hebenstreit, MBA's Phoenix Life Insurance Company Experience June 1996 - September 1997
Job Senior Business Systems Analyst at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial April 2013 - Present
State of Connecticut Department of Mental Health and Substance Abuse January 2010 - October 2012
Sungard Consulting Services July 2006 - August 2008
Lincoln Financial Group October 2005 - June 2006
UnitedHealth Group August 2005 - November 2005
Lincoln Financial Group October 2003 - August 2005
CIGNA Healthcare July 1999 - June 2003
Aetna September 1998 - June 1999
Travelers Insurance October 1997 - August 1998
Phoenix Life Insurance Company June 1996 - September 1997
Skills
SDLC, SQL, Data Warehousing, Visio, Databases, Business Process, Business Intelligence, Testing, Access, Analysis, Quality Assurance, MS Project, Program Management, Project Management, Microsoft SQL Server, Microsoft Project
Education
The University of Connecticut School of Business
MBA, Business, Accounting Concentration
Sun Life Financial April 2013 - Present
State of Connecticut Department of Mental Health and Substance Abuse January 2010 - October 2012
Sungard Consulting Services July 2006 - August 2008
Lincoln Financial Group October 2005 - June 2006
UnitedHealth Group August 2005 - November 2005
Lincoln Financial Group October 2003 - August 2005
CIGNA Healthcare July 1999 - June 2003
Aetna September 1998 - June 1999
Travelers Insurance October 1997 - August 1998
Phoenix Life Insurance Company June 1996 - September 1997
Skills
SDLC, SQL, Data Warehousing, Visio, Databases, Business Process, Business Intelligence, Testing, Access, Analysis, Quality Assurance, MS Project, Program Management, Project Management, Microsoft SQL Server, Microsoft Project
Education
The University of Connecticut School of Business
MBA, Business, Accounting Concentration
Erika DeJesus Erika DeJesus's Phoenix Life Insurance Company Experience September 2000 - March 2007
Job Consultant at Isagenix
Industry Health, Wellness and Fitness
Experience
Isagenix July 2013 - Present
Synergy in Strength January 2012 - Present
MassMutual Financial Group November 2014 - Present
Financial Service Professionals Hartford, CT July 2009 - July 2011
Phoenix Life Insurance Company September 2000 - March 2007
Life Insurance Trust Services June 2000 - December 2000
Merrill Lynch Life Insurance Group August 1996 - June 2000
Ward Financial Group April 1986 - August 1996
Gent Financial Group April 1984 - April 1986
E.F. Hutton April 1982 - April 1984
Skills
Insurance, Life Insurance, Disability Insurance, Strategic Financial..., Estate Planning, Financial Services, Marketing, New Business Development, Underwriting, Sales, Strategy, Competitive Analysis, Product Development, Sales Management, Series 6, Program Management, Training, Mutual Funds, Holistic Health, Personal Training, Mindfulness, Weight Training, Weight Loss, Weight Loss Coaching, Weightlifting, Bodybuilding
Education
Institute for Integrative Nutrition 2013 — 2013
Health Coach, Foods, Nutrition, and Wellness Studies, General
The American College 2009 — 2009
CFBS, Certified Family Business Specialist
Institute of Business & Finance
CFS, Certified Fund Specialist
The American College 1996 — 1997
CLU, ChFC, CFBS, Insurance and Financial Planning
University of Connecticut 1978 — 1982
BS, Environmental Science
Isagenix July 2013 - Present
Synergy in Strength January 2012 - Present
MassMutual Financial Group November 2014 - Present
Financial Service Professionals Hartford, CT July 2009 - July 2011
Phoenix Life Insurance Company September 2000 - March 2007
Life Insurance Trust Services June 2000 - December 2000
Merrill Lynch Life Insurance Group August 1996 - June 2000
Ward Financial Group April 1986 - August 1996
Gent Financial Group April 1984 - April 1986
E.F. Hutton April 1982 - April 1984
Skills
Insurance, Life Insurance, Disability Insurance, Strategic Financial..., Estate Planning, Financial Services, Marketing, New Business Development, Underwriting, Sales, Strategy, Competitive Analysis, Product Development, Sales Management, Series 6, Program Management, Training, Mutual Funds, Holistic Health, Personal Training, Mindfulness, Weight Training, Weight Loss, Weight Loss Coaching, Weightlifting, Bodybuilding
Education
Institute for Integrative Nutrition 2013 — 2013
Health Coach, Foods, Nutrition, and Wellness Studies, General
The American College 2009 — 2009
CFBS, Certified Family Business Specialist
Institute of Business & Finance
CFS, Certified Fund Specialist
The American College 1996 — 1997
CLU, ChFC, CFBS, Insurance and Financial Planning
University of Connecticut 1978 — 1982
BS, Environmental Science
Douglas F. Tarella, CFP® Douglas F. Tarella, CFP®'s Phoenix Life Insurance Company Experience 1994 - 1997
Job President at The Professional Alliance, Inc.
Industry Financial Services
Experience
The Professional Alliance, Inc. 2003 - Present
Cambridge Investment Research 2003 - Present
Trusted Securities Advisors Corp. 1999 - 2002
Sun Life Financial 1997 - 1999
Phoenix Life Insurance Company 1994 - 1997
MarComm Training and Compliance 1991 - 1994
Pioneer Financial Bank 1984 - 1991
Skills
Executive Management, Strategic Planning
Education
Northeastern University 1977 — 1981
Master of Business Administration (MBA), Accounting and Finance
Stonehill College 1970 — 1974
BS, Chemistry
The Professional Alliance, Inc. 2003 - Present
Cambridge Investment Research 2003 - Present
Trusted Securities Advisors Corp. 1999 - 2002
Sun Life Financial 1997 - 1999
Phoenix Life Insurance Company 1994 - 1997
MarComm Training and Compliance 1991 - 1994
Pioneer Financial Bank 1984 - 1991
Skills
Executive Management, Strategic Planning
Education
Northeastern University 1977 — 1981
Master of Business Administration (MBA), Accounting and Finance
Stonehill College 1970 — 1974
BS, Chemistry
Richard Cuff, CLU Richard Cuff, CLU's Phoenix Life Insurance Company Experience August 2001 - February 2005
Job Sales Vice President at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2005 - Present
Phoenix Life Insurance Company August 2001 - February 2005
Education
Springfield College 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Lincoln Financial Group February 2005 - Present
Phoenix Life Insurance Company August 2001 - February 2005
Education
Springfield College 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Ashley Mosher's Phoenix Life Insurance Company Experience August 2006 - August 2008
Job Owner and Photographer at Ashley Mosher Photography
Industry Photography
Experience
Ashley Mosher Photography June 2012 - Present
Henkel August 2008 - September 2010
Phoenix Life Insurance Company August 2006 - August 2008
Skills
Financial Analysis, Corporate Finance, Finance, Microsoft Excel, Microsoft Word, PowerPoint, Banking Analysis, Covenant Compliance, Digital Photography, Portrait Photography, Lifestyle Photography, Photos, Photoshop Elements, Lightroom, Canon DSLR, shooting in manual, second wedding shooter, natural light..., Photoshop, Portraits, Photography, Model Portfolios, Event Photography
Education
Sacred Heart University 2002 — 2006
Bachelor's degree, Finance, General
Ashley Mosher Photography June 2012 - Present
Henkel August 2008 - September 2010
Phoenix Life Insurance Company August 2006 - August 2008
Skills
Financial Analysis, Corporate Finance, Finance, Microsoft Excel, Microsoft Word, PowerPoint, Banking Analysis, Covenant Compliance, Digital Photography, Portrait Photography, Lifestyle Photography, Photos, Photoshop Elements, Lightroom, Canon DSLR, shooting in manual, second wedding shooter, natural light..., Photoshop, Portraits, Photography, Model Portfolios, Event Photography
Education
Sacred Heart University 2002 — 2006
Bachelor's degree, Finance, General
Mike Puckly Mike Puckly's Phoenix Life Insurance Company Experience 1984 - 2007
Job Financial Advisor at Lifeline Financial, LLC
Industry Financial Services
Experience
Lifeline Financial, LLC November 2007 - Present
Phoenix Life Insurance Company 1984 - 2007
The Phoenix Companies 1984 - 2007
Skills
Long Term Care, Financial Planning, Annuities, Insurance, Wealth Management, Estate Planning, Mutual Funds, Fixed Annuities, Retirement
Education
Rensselaer Polytechnic Institute at Hartford 1986 — 1992
MBA, International Business
Thiel College 1980 — 1983
BA, Actuarial Studies
Lifeline Financial, LLC November 2007 - Present
Phoenix Life Insurance Company 1984 - 2007
The Phoenix Companies 1984 - 2007
Skills
Long Term Care, Financial Planning, Annuities, Insurance, Wealth Management, Estate Planning, Mutual Funds, Fixed Annuities, Retirement
Education
Rensselaer Polytechnic Institute at Hartford 1986 — 1992
MBA, International Business
Thiel College 1980 — 1983
BA, Actuarial Studies
Evelyn Noonan Evelyn Noonan's Phoenix Life Insurance Company Experience June 1986 - June 1992
Job Recruitment Operations Lead at Accenture
Industry Human Resources
Experience
Accenture 2005 - Present
Accenture 1993 - 2000
Shawmut Bank May 1992 - September 1992
Phoenix Life Insurance Company June 1986 - June 1992
Education
Trinity College-Hartford 1981 — 1985
BS, Psychology
Accenture 2005 - Present
Accenture 1993 - 2000
Shawmut Bank May 1992 - September 1992
Phoenix Life Insurance Company June 1986 - June 1992
Education
Trinity College-Hartford 1981 — 1985
BS, Psychology
Kara Gilman Kara Gilman's Phoenix Life Insurance Company Experience 1993 - 1995
Job Senior Vice President at Income Research & Management
Industry Financial Services
Experience
Income Research & Management February 2007 - Present
McKinley Capital Management 2005 - 2006
State Street Research 2003 - 2004
Putnam Investments 2001 - 2003
JP Morgan 1996 - 2001
Phoenix Life Insurance Company 1993 - 1995
Skills
Fixed Income, Asset Managment
Education
The American International University in London 1999 — 2000
MBA
University of Maine 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Tilburg University 1990 — 1991
Income Research & Management February 2007 - Present
McKinley Capital Management 2005 - 2006
State Street Research 2003 - 2004
Putnam Investments 2001 - 2003
JP Morgan 1996 - 2001
Phoenix Life Insurance Company 1993 - 1995
Skills
Fixed Income, Asset Managment
Education
The American International University in London 1999 — 2000
MBA
University of Maine 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Tilburg University 1990 — 1991
Shauna Buckley's Phoenix Life Insurance Company Experience February 2014 - Present
Job Senior Business Analyst at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company February 2014 - Present
The Phoenix Companies September 2011 - February 2014
Union Street Tavern January 2008 - September 2011
Southern Connecticut State University January 2008 - May 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Customer Service, Higher Education, Data Analysis, Statistics, Analysis, Insurance, Leadership, Requirements Analysis, Business Analysis, Testing, Life Insurance, Risk Management, Process Improvement, Actuarial Science
Education
University of Phoenix 2011 — 2013
Master of Business Administration (MBA), 3.92
Southern Connecticut State University 2004 — 2009
Bachelors of Science, Mathematics
Phoenix Life Insurance Company February 2014 - Present
The Phoenix Companies September 2011 - February 2014
Union Street Tavern January 2008 - September 2011
Southern Connecticut State University January 2008 - May 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Customer Service, Higher Education, Data Analysis, Statistics, Analysis, Insurance, Leadership, Requirements Analysis, Business Analysis, Testing, Life Insurance, Risk Management, Process Improvement, Actuarial Science
Education
University of Phoenix 2011 — 2013
Master of Business Administration (MBA), 3.92
Southern Connecticut State University 2004 — 2009
Bachelors of Science, Mathematics
Patricia DeBlasis Wendling's Phoenix Life Insurance Company Experience 1996 - 1998
Job CoOwner, Wendling Financial Group, LLC
Industry Insurance
Experience
Wendling Financial Group, LLC 2002 - Present
German American Chamber of Commerce of the Midwest, Minnesota Chapter January 2011 - February 2013
ARAG Group 2000 - 2002
Phoenix Life Insurance Company 1996 - 1998
Chubb Insurance January 1990 - January 1995
Skills
Product Marketing, Product Development, Training & Development, New Business Development, International Relations, Business Development, Estate Planning, Retirement Planning, Sales, Sales Management, Direct Marketing, Direct Sales, Organizational..., Business Relationship..., Transatlantic Relations, Critical Thinking, Complex Problem Solving, Judgement and..., Event Planning, Public Speaking, Marketing, Public Relations, Fundraising, Retirement, Team Building, Strategic Planning, Nonprofits, Strategic Financial..., Management, Leadership, Marketing Strategy, Start-ups, Training, Project Planning, Small Business, Event Management, B2B, Insurance, Business Planning, Employee Benefits, Strategy, Entrepreneurship, Time Management, Executive Management, Leadership Development, Management Consulting, Finance, Networking, Coaching, Financial Advisory
Education
The American College 2014 — 2016
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1989
L'Ecole Nationale Superieure d'arts de Cergy Pontoise 1987 — 1988
Cours d'Art
The Peddie School 1980 — 1984
Wendling Financial Group, LLC 2002 - Present
German American Chamber of Commerce of the Midwest, Minnesota Chapter January 2011 - February 2013
ARAG Group 2000 - 2002
Phoenix Life Insurance Company 1996 - 1998
Chubb Insurance January 1990 - January 1995
Skills
Product Marketing, Product Development, Training & Development, New Business Development, International Relations, Business Development, Estate Planning, Retirement Planning, Sales, Sales Management, Direct Marketing, Direct Sales, Organizational..., Business Relationship..., Transatlantic Relations, Critical Thinking, Complex Problem Solving, Judgement and..., Event Planning, Public Speaking, Marketing, Public Relations, Fundraising, Retirement, Team Building, Strategic Planning, Nonprofits, Strategic Financial..., Management, Leadership, Marketing Strategy, Start-ups, Training, Project Planning, Small Business, Event Management, B2B, Insurance, Business Planning, Employee Benefits, Strategy, Entrepreneurship, Time Management, Executive Management, Leadership Development, Management Consulting, Finance, Networking, Coaching, Financial Advisory
Education
The American College 2014 — 2016
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1989
L'Ecole Nationale Superieure d'arts de Cergy Pontoise 1987 — 1988
Cours d'Art
The Peddie School 1980 — 1984
Brenton Rathke Brenton Rathke's Phoenix Life Insurance Company Experience September 2013 - Present
Job Client Service Representative at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company September 2013 - Present
Surplus Switching Inc December 2011 - January 2013
Roberts Wesleyan College August 2008 - May 2012
Skills
Telecommunications, Salesforce.com, Marketing, Advertising, Promotions, Focus Groups, Spanish, Consumer Behaviour, IP, B2B, Market Research, Sales Operations, MPLS, DWDM, Marketing Strategy, Marketing Communications, Broadband, Sales, Business Strategy, Customer Service, VoIP, Strategy
Education
Roberts Wesleyan College 2008 — 2012
Bachelor of Science (B.S.), Marketing
Phoenix Life Insurance Company September 2013 - Present
Surplus Switching Inc December 2011 - January 2013
Roberts Wesleyan College August 2008 - May 2012
Skills
Telecommunications, Salesforce.com, Marketing, Advertising, Promotions, Focus Groups, Spanish, Consumer Behaviour, IP, B2B, Market Research, Sales Operations, MPLS, DWDM, Marketing Strategy, Marketing Communications, Broadband, Sales, Business Strategy, Customer Service, VoIP, Strategy
Education
Roberts Wesleyan College 2008 — 2012
Bachelor of Science (B.S.), Marketing
Eric Reich, CIMA(r), CFP(r), CLU(r), ChFC(r)'s Phoenix Life Insurance Company Experience November 1996 - December 1999
Job President at Reich Asset Management LLC.
Industry Financial Services
Experience
Reich Asset Management LLC. July 2012 - Present
FBK Wealth Management LLC January 2008 - July 2012
Arbor Associates January 2000 - January 2008
Phoenix Life Insurance Company November 1996 - December 1999
Skills
Strategic Financial..., Wealth Management, Estate Planning, Retirement, Retirement Planning, Investments, Series 7, Fixed Annuities, Asset Allocation, Investment Strategies, Asset Managment, Securities, Portfolio Management, Investment Advisory, Insurance, IRAs, 401k, Mutual Funds, Long-term Care, Equities, Captives, Asset Management, Finance, Financial Planning, High Net Worth..., FINRA
Education
University of Pennsylvania - The Wharton School 2011 — 2012
CIMA, Investment Analyst
American College 2009 — 2010
CFP, Financial Planning
Stockton University 1990 — 1994
BA, Management
Reich Asset Management LLC. July 2012 - Present
FBK Wealth Management LLC January 2008 - July 2012
Arbor Associates January 2000 - January 2008
Phoenix Life Insurance Company November 1996 - December 1999
Skills
Strategic Financial..., Wealth Management, Estate Planning, Retirement, Retirement Planning, Investments, Series 7, Fixed Annuities, Asset Allocation, Investment Strategies, Asset Managment, Securities, Portfolio Management, Investment Advisory, Insurance, IRAs, 401k, Mutual Funds, Long-term Care, Equities, Captives, Asset Management, Finance, Financial Planning, High Net Worth..., FINRA
Education
University of Pennsylvania - The Wharton School 2011 — 2012
CIMA, Investment Analyst
American College 2009 — 2010
CFP, Financial Planning
Stockton University 1990 — 1994
BA, Management
Dennis Loxterman's Phoenix Life Insurance Company Experience July 2000 - April 2009
Job •Ability to bring products and services to meet everchanging investment requirements
Industry Financial Services
Experience
Sales Consultant, WealthVest Marketing April 2010 - Present
WealthVest Marketing March 2010 - Present
Phoenix Life Insurance Company July 2000 - April 2009
Phoenix Wealth Management 2000 - 2009
SunAmerica 1995 - 2000
SunAmerica 1997 - July 1999
Keller Financial Services 1994 - 1996
Ally Capital Corp. 1992 - 1994
Skills
Marketing, Insurance, Leadership, Sales, Management, Training, Fixed Annuities, Sales Operations, Retirement, Sales Management, Coaching, Series 7, Life Insurance, Wealth, Financial Advisory, Variable Annuities, Retirement Planning, Series 63, Salesforce.com, Strategic Alliances, Portfolio Management, Microsoft Office, Mutual Funds, Financial Services
Education
University of Kansas 1975 — 1978
Master of Science, Education Administration
Ottawa University 1966 — 1970
Bachelor of Science, Education
Sales Consultant, WealthVest Marketing April 2010 - Present
WealthVest Marketing March 2010 - Present
Phoenix Life Insurance Company July 2000 - April 2009
Phoenix Wealth Management 2000 - 2009
SunAmerica 1995 - 2000
SunAmerica 1997 - July 1999
Keller Financial Services 1994 - 1996
Ally Capital Corp. 1992 - 1994
Skills
Marketing, Insurance, Leadership, Sales, Management, Training, Fixed Annuities, Sales Operations, Retirement, Sales Management, Coaching, Series 7, Life Insurance, Wealth, Financial Advisory, Variable Annuities, Retirement Planning, Series 63, Salesforce.com, Strategic Alliances, Portfolio Management, Microsoft Office, Mutual Funds, Financial Services
Education
University of Kansas 1975 — 1978
Master of Science, Education Administration
Ottawa University 1966 — 1970
Bachelor of Science, Education
Paula Ingalls Paula Ingalls's Phoenix Life Insurance Company Experience September 1993 - August 2004
Job HISET Instructor
Industry Insurance
Experience
Western Massachusetts Correctional Alcohol Center December 2014 - Present
Holyoke Community College Adult Learning Center September 2014 - Present
Hampden County Sheriff's Department Pre-Release Center October 2013 - Present
Holyke Community College Adult Learning Center July 2013 - Present
Travelers September 2005 - July 2013
Holyoke Community College September 2012 - June 2013
Phoenix Life Insurance Company September 1993 - August 2004
Merrill Lynch March 1987 - September 1993
Skills
Manage for Results That..., Risk..., Process Improvement, Employee..., Building..., Project Management, Training Support &..., Budgets, Forecasting, Coaching, Community Outreach, Customer Service, Strategic Planning, Higher Education
Education
Northeastern University
Bachelor of Applied Science (B.A.Sc.), Physical Education, Science and Health
Western Massachusetts Correctional Alcohol Center December 2014 - Present
Holyoke Community College Adult Learning Center September 2014 - Present
Hampden County Sheriff's Department Pre-Release Center October 2013 - Present
Holyke Community College Adult Learning Center July 2013 - Present
Travelers September 2005 - July 2013
Holyoke Community College September 2012 - June 2013
Phoenix Life Insurance Company September 1993 - August 2004
Merrill Lynch March 1987 - September 1993
Skills
Manage for Results That..., Risk..., Process Improvement, Employee..., Building..., Project Management, Training Support &..., Budgets, Forecasting, Coaching, Community Outreach, Customer Service, Strategic Planning, Higher Education
Education
Northeastern University
Bachelor of Applied Science (B.A.Sc.), Physical Education, Science and Health
Amy Sgroi's Phoenix Life Insurance Company Experience November 2005 - August 2012
Job Regional Account Manager New York RX Card
Industry Hospital & Health Care
Experience
New York RX Card October 2010 - Present
Phoenix Life Insurance Company November 2005 - August 2012
Skills
Healthcare, Data Analysis, Insurance, Leadership, Contract Negotiation, Business Strategy, Healthcare Management, Hospitals, Medicaid, Management, Training, Sales, Long-term Care, Analysis, Budgets, Pharmacy, Vendor Management, Call Centers, Leadership Development, Building Relationships, Marketing Communications, Nonprofits, Brand Development, Brand Management, Small Business, Compliance, Employee Benefits, Health, Key Account Management, Social Media, Project Management, Quality Assurance
Education
SUNY Oneonta 2001 — 2005
Bachelor of Science (B.S.), Business/Managerial Economics
New York RX Card October 2010 - Present
Phoenix Life Insurance Company November 2005 - August 2012
Skills
Healthcare, Data Analysis, Insurance, Leadership, Contract Negotiation, Business Strategy, Healthcare Management, Hospitals, Medicaid, Management, Training, Sales, Long-term Care, Analysis, Budgets, Pharmacy, Vendor Management, Call Centers, Leadership Development, Building Relationships, Marketing Communications, Nonprofits, Brand Development, Brand Management, Small Business, Compliance, Employee Benefits, Health, Key Account Management, Social Media, Project Management, Quality Assurance
Education
SUNY Oneonta 2001 — 2005
Bachelor of Science (B.S.), Business/Managerial Economics
Scott Birnie Scott Birnie's Phoenix Life Insurance Company Experience October 2001 - December 2005
Job
Industry Logistics and Supply Chain
Experience
GE Aviation August 2013 - Present
Granite Services February 2006 - August 2013
Phoenix Life Insurance Company October 2001 - December 2005
Skills
Logistics, Logistics Management, Operations Management, Process Improvement, Supply Chain, Management, Supply Chain Management, Air Freight, Continuous Improvement, Cross-functional Team..., International Logistics, Materials Management, Transportation
Education
State University of New York College at Potsdam 1992 — 1996
Bachelor of Arts (B.A.), Psychology and Business Economics
GE Aviation August 2013 - Present
Granite Services February 2006 - August 2013
Phoenix Life Insurance Company October 2001 - December 2005
Skills
Logistics, Logistics Management, Operations Management, Process Improvement, Supply Chain, Management, Supply Chain Management, Air Freight, Continuous Improvement, Cross-functional Team..., International Logistics, Materials Management, Transportation
Education
State University of New York College at Potsdam 1992 — 1996
Bachelor of Arts (B.A.), Psychology and Business Economics
Marc Merber Marc Merber's Phoenix Life Insurance Company Experience January 1990 - December 2000
Job Financial Advisor and Financial Representative at National Financial Network
Industry Financial Services
Experience
National Financial Network May 2014 - Present
New England Financial January 2001 - April 2014
Phoenix Life Insurance Company January 1990 - December 2000
Skills
Strategic Financial..., Retirement Planning, Employee Benefits, Financial Services, Life Insurance, Mutual Funds, Investments, Insurance, Finance, Retirement, Microsoft Excel, Entrepreneurship, Health Insurance, Securities, Investment Strategies, Financial Advisory, Fixed Annuities, 401k
Education
State University of New York College at Fredonia 1979 — 1981
National Financial Network May 2014 - Present
New England Financial January 2001 - April 2014
Phoenix Life Insurance Company January 1990 - December 2000
Skills
Strategic Financial..., Retirement Planning, Employee Benefits, Financial Services, Life Insurance, Mutual Funds, Investments, Insurance, Finance, Retirement, Microsoft Excel, Entrepreneurship, Health Insurance, Securities, Investment Strategies, Financial Advisory, Fixed Annuities, 401k
Education
State University of New York College at Fredonia 1979 — 1981
Lorraine Padilla Lorraine Padilla's Phoenix Life Insurance Company Experience 1992 - 2004
Job President at Langdon Ford Financial
Industry Insurance
Experience
Allied Wealth Partners August 2013 - Present
New England Wealth Strategies 2004 - August 2013
Phoenix Life Insurance Company 1992 - 2004
Skills
Investments, Estate Planning, Wealth Management, Series 7, Strategic Financial..., 401k, Financial Services, Series 63, Asset Allocation, Risk Management, Series 6, Portfolio Management, Life Insurance, Retirement Planning
Education
New York University 1969 — 1973
Bachelor of Applied Science (B.A.Sc.), Mathematics
Allied Wealth Partners August 2013 - Present
New England Wealth Strategies 2004 - August 2013
Phoenix Life Insurance Company 1992 - 2004
Skills
Investments, Estate Planning, Wealth Management, Series 7, Strategic Financial..., 401k, Financial Services, Series 63, Asset Allocation, Risk Management, Series 6, Portfolio Management, Life Insurance, Retirement Planning
Education
New York University 1969 — 1973
Bachelor of Applied Science (B.A.Sc.), Mathematics
Chad Thacker, CLU Chad Thacker, CLU's Phoenix Life Insurance Company Experience July 2008 - July 2009
Job Wealth Management Consultant at Saybrus Partners
Industry Insurance
Experience
Saybrus Partners July 2009 - Present
Phoenix Life Insurance Company July 2008 - July 2009
Northwestern Mutual May 2007 - July 2008
Plano Independent School District June 2004 - May 2007
Skills
Insurance, Long-term Care, Retirement Planning, Series 63, Retirement, Wealth Management, Estate Planning, Life Insurance, Series 6
Education
Texas Tech University 2002 — 2003
M. Ed
Texas Tech University 2000 — 2002
B.S. Education
Saybrus Partners July 2009 - Present
Phoenix Life Insurance Company July 2008 - July 2009
Northwestern Mutual May 2007 - July 2008
Plano Independent School District June 2004 - May 2007
Skills
Insurance, Long-term Care, Retirement Planning, Series 63, Retirement, Wealth Management, Estate Planning, Life Insurance, Series 6
Education
Texas Tech University 2002 — 2003
M. Ed
Texas Tech University 2000 — 2002
B.S. Education
Maria Thomson, FSA Maria Thomson, FSA's Phoenix Life Insurance Company Experience December 2007 - June 2009
Job Business Consultant at VERTEX, Inc.
Industry Insurance
Experience
VERTEX, Inc. December 2014 - Present
Top Floor Learning October 2013 - Present
Zintro Inc. January 2013 - May 2014
RAD Insurance Holdings, Inc. March 2010 - December 2013
SYNEV September 2011 - April 2012
Phoenix Life Insurance Company December 2007 - June 2009
RAD Insurance Holdings, Inc January 2004 - November 2007
Thomson Management Solutions, Inc. June 1991 - December 2003
Monarch Life Insurance Co. August 1990 - June 1991
John Hancock Life Insurance Company October 1985 - March 1990
Skills
Actuarial Science, Product Development, Life Insurance Strategy, Automated Underwriting, SharePoint, STP, Middle Market, Life Insurance, Underwriting, Reinsurance, Disability Insurance, Insurance, Leadership, Product Management, Health Insurance, Term Life Insurance, Fixed Annuities, Strategy, Pricing, Finance, Executive Management
Education
The University of Texas at Austin 1970 — 1974
BA, MBA, Actuarial Science
VERTEX, Inc. December 2014 - Present
Top Floor Learning October 2013 - Present
Zintro Inc. January 2013 - May 2014
RAD Insurance Holdings, Inc. March 2010 - December 2013
SYNEV September 2011 - April 2012
Phoenix Life Insurance Company December 2007 - June 2009
RAD Insurance Holdings, Inc January 2004 - November 2007
Thomson Management Solutions, Inc. June 1991 - December 2003
Monarch Life Insurance Co. August 1990 - June 1991
John Hancock Life Insurance Company October 1985 - March 1990
Skills
Actuarial Science, Product Development, Life Insurance Strategy, Automated Underwriting, SharePoint, STP, Middle Market, Life Insurance, Underwriting, Reinsurance, Disability Insurance, Insurance, Leadership, Product Management, Health Insurance, Term Life Insurance, Fixed Annuities, Strategy, Pricing, Finance, Executive Management
Education
The University of Texas at Austin 1970 — 1974
BA, MBA, Actuarial Science
Raif J. Todd Raif J. Todd's Phoenix Life Insurance Company Experience July 2002 - December 2008
Job Wealth Management Consultant at Saybrus Partners
Industry Insurance
Experience
Saybrus Partners September 2012 - Present
Winslow Bay Owners Association, Inc. December 2008 - Present
Highland Capital Brokerage March 2009 - July 2012
Phoenix Life Insurance Company July 2002 - December 2008
Liberty Mutual Insurance February 2000 - July 2002
Merrill Lynch November 1996 - May 1998
Skills
Team Building, Strategic Planning, Budgeting, Planning, Scheduling, Process Scheduler, Budgets, Business Planning, Insurance, Estate Planning, Retirement Planning, Life Insurance, Disability Insurance, Financial Planning, Business Development, Leadership, Management, Project Planning, Retirement, Sales, Term Life Insurance, Training, Wealth, Wealth Management
Education
University of Richmond 1986 — 1989
BA, Economics
New Mexico Military Institute 1984 — 1986
AA, Business
Saybrus Partners September 2012 - Present
Winslow Bay Owners Association, Inc. December 2008 - Present
Highland Capital Brokerage March 2009 - July 2012
Phoenix Life Insurance Company July 2002 - December 2008
Liberty Mutual Insurance February 2000 - July 2002
Merrill Lynch November 1996 - May 1998
Skills
Team Building, Strategic Planning, Budgeting, Planning, Scheduling, Process Scheduler, Budgets, Business Planning, Insurance, Estate Planning, Retirement Planning, Life Insurance, Disability Insurance, Financial Planning, Business Development, Leadership, Management, Project Planning, Retirement, Sales, Term Life Insurance, Training, Wealth, Wealth Management
Education
University of Richmond 1986 — 1989
BA, Economics
New Mexico Military Institute 1984 — 1986
AA, Business
Michael Stockwell Michael Stockwell's Phoenix Life Insurance Company Experience March 2011 - June 2011
Job Marine Synoptic Meteorologist at Weather Routing, Inc
Industry Environmental Services
Experience
Weather Routing Inc. (WRI) July 2011 - Present
Phoenix Life Insurance Company March 2011 - June 2011
Plymouth State University October 2009 - May 2010
National Weather Service WSFO Albany, NY May 2008 - August 2008
Skills
Meteorology, Weather, Radar, Weather Forecasting, Research, Analysis, Climate, Oceanography
Education
Plymouth State University 2009 — 2010
M.S, Summa Cum Laude, Applied Meteorology
State University of New York at Albany 2005 — 2009
B.S, Cum Laude, Atmospheric Science
Weather Routing Inc. (WRI) July 2011 - Present
Phoenix Life Insurance Company March 2011 - June 2011
Plymouth State University October 2009 - May 2010
National Weather Service WSFO Albany, NY May 2008 - August 2008
Skills
Meteorology, Weather, Radar, Weather Forecasting, Research, Analysis, Climate, Oceanography
Education
Plymouth State University 2009 — 2010
M.S, Summa Cum Laude, Applied Meteorology
State University of New York at Albany 2005 — 2009
B.S, Cum Laude, Atmospheric Science
Raymond Romero Raymond Romero's Phoenix Life Insurance Company Experience September 1990 - July 1996
Job Bilingual Recruiter & Realtor
Industry Staffing and Recruiting
Experience
Matthews & Stephens Associates February 2011 - Present
William Raveis Real Estate October 2003 - Present
InSys Consulting Services, Inc October 2011 - September 2012
Windsor Police Cadets 2009 - 2012
MassMutual Financial Group May 2002 - September 2003
Zurich Financial Services March 2000 - November 2001
American Skandia June 1998 - March 2000
MassMutual International July 1996 - June 1998
Phoenix Life Insurance Company September 1990 - July 1996
United States Marine Corps Reserve, Plainville, CT February 1990 - April 1994
Skills
Business Analysis, Vendor Management, Process Improvement, Program Management, Financial Services, Strategic Planning, Project Management, Insurance, Team Building, SDLC, Business Development, Finance, Cross-functional Team..., CRM, Consulting, Recruiting, Management, Analysis, Salesforce.com, Business Intelligence, Training
Education
Rensselaer Polytechnic Institute at Hartford 1995 — 1999
MBA, Finance
Yale University 1984 — 1988
B.A, Spanish
University of Salamanca 1986 — 1986
International
Matthews & Stephens Associates February 2011 - Present
William Raveis Real Estate October 2003 - Present
InSys Consulting Services, Inc October 2011 - September 2012
Windsor Police Cadets 2009 - 2012
MassMutual Financial Group May 2002 - September 2003
Zurich Financial Services March 2000 - November 2001
American Skandia June 1998 - March 2000
MassMutual International July 1996 - June 1998
Phoenix Life Insurance Company September 1990 - July 1996
United States Marine Corps Reserve, Plainville, CT February 1990 - April 1994
Skills
Business Analysis, Vendor Management, Process Improvement, Program Management, Financial Services, Strategic Planning, Project Management, Insurance, Team Building, SDLC, Business Development, Finance, Cross-functional Team..., CRM, Consulting, Recruiting, Management, Analysis, Salesforce.com, Business Intelligence, Training
Education
Rensselaer Polytechnic Institute at Hartford 1995 — 1999
MBA, Finance
Yale University 1984 — 1988
B.A, Spanish
University of Salamanca 1986 — 1986
International
James Ambrose, CLU's Phoenix Life Insurance Company Experience June 2003 - June 2005
Job at
Industry Insurance
Experience
Crump Life Insurance Services March 2015 - Present
John Hancock Life Insurance Company June 2006 - March 2015
Phoenix Life Insurance Company June 2003 - June 2005
Penn Mutual February 1984 - February 2002
Skills
Fundraising, Team Building, Problem Solving, Needs Analysis, Illustration, Life Insurance, Marketing, Sales, Training, Management, Insurance, Risk Management, Financial Services
Education
The American College 2008 — 2012
CLU, Insurance and Financial Services
Roanoke College 1978 — 1983
BBA, Business Administration
Crump Life Insurance Services March 2015 - Present
John Hancock Life Insurance Company June 2006 - March 2015
Phoenix Life Insurance Company June 2003 - June 2005
Penn Mutual February 1984 - February 2002
Skills
Fundraising, Team Building, Problem Solving, Needs Analysis, Illustration, Life Insurance, Marketing, Sales, Training, Management, Insurance, Risk Management, Financial Services
Education
The American College 2008 — 2012
CLU, Insurance and Financial Services
Roanoke College 1978 — 1983
BBA, Business Administration
Ashley Mosher Ashley Mosher's Phoenix Life Insurance Company Experience Senior Treasury AnalystHenkel of AmericaAugust 2008 - Present
Job Senior Treasury Analyst at Henkel of America
Industry Insurance
Experience
Phoenix Life Insurance Company Senior Treasury AnalystHenkel of AmericaAugust 2008 - Present
Henkel 2008 - 2009
Pratt & Whitney 2006 - 2006
Education
Sacred Heart University 2002 — 2006
Phoenix Life Insurance Company Senior Treasury AnalystHenkel of AmericaAugust 2008 - Present
Henkel 2008 - 2009
Pratt & Whitney 2006 - 2006
Education
Sacred Heart University 2002 — 2006
Christine Eckert's Phoenix Life Insurance Company Experience November 1993 - March 2004
Job Sr IT Architect at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group - Optum Technologies September 2010 - Present
United Healthcare September 2010 - January 2011
WellPoint June 2010 - September 2010
CIGNA March 2010 - May 2010
Community Renewal Team, Inc. June 2009 - February 2010
Massmutual Financial Group September 2007 - December 2008
The Hartford 2005 - 2007
Phoenix Life Insurance Company November 1993 - March 2004
CIGNA 1976 - 1987
Skills
Change Management, Process Improvement, Project Management, ERP, Insurance, Program Management, Business Analysis, Business Process, Leadership, Six Sigma, Enterprise Architecture, Management, IT Strategy
Education
The Polytechnic Institute of New York University
BS in Mathematics, Mathematics
University of Hartford
MS, MS in Accounting
UnitedHealth Group - Optum Technologies September 2010 - Present
United Healthcare September 2010 - January 2011
WellPoint June 2010 - September 2010
CIGNA March 2010 - May 2010
Community Renewal Team, Inc. June 2009 - February 2010
Massmutual Financial Group September 2007 - December 2008
The Hartford 2005 - 2007
Phoenix Life Insurance Company November 1993 - March 2004
CIGNA 1976 - 1987
Skills
Change Management, Process Improvement, Project Management, ERP, Insurance, Program Management, Business Analysis, Business Process, Leadership, Six Sigma, Enterprise Architecture, Management, IT Strategy
Education
The Polytechnic Institute of New York University
BS in Mathematics, Mathematics
University of Hartford
MS, MS in Accounting
Gerry D'Agostino's Phoenix Life Insurance Company Experience 1997 - 2002
Job Market Development Hartford Steam Boiler Insurance
Industry Marketing and Advertising
Experience
Hartford Steam Boiler (HSB) June 2015 - Present
Travelers January 2012 - Present
Travelers 2013 - 2015
Travelers 2013 - 2015
Travelers 2013 - 2015
Travelers Insurance January 2006 - June 2012
Phoenix Life Insurance Company 1997 - 2002
Phoenix Life Insurance Company 1996 - 2001
MassMutual Financial Group 1993 - 1996
MassMutual Financial Group 1993 - 1996
Skills
Strategic Planning, Project Management, Marketing Strategy, Marketing Communications, Product Marketing, Email Marketing, Small Business, Insurance, Property & Casualty..., Marketing, Underwriting, Strategy, Process Improvement, Management, Commercial Insurance, General Insurance
Education
The University of Connecticut School of Business
Hartford Steam Boiler (HSB) June 2015 - Present
Travelers January 2012 - Present
Travelers 2013 - 2015
Travelers 2013 - 2015
Travelers 2013 - 2015
Travelers Insurance January 2006 - June 2012
Phoenix Life Insurance Company 1997 - 2002
Phoenix Life Insurance Company 1996 - 2001
MassMutual Financial Group 1993 - 1996
MassMutual Financial Group 1993 - 1996
Skills
Strategic Planning, Project Management, Marketing Strategy, Marketing Communications, Product Marketing, Email Marketing, Small Business, Insurance, Property & Casualty..., Marketing, Underwriting, Strategy, Process Improvement, Management, Commercial Insurance, General Insurance
Education
The University of Connecticut School of Business
Meredith Schorr's Phoenix Life Insurance Company Experience January 2001 - June 2002
Job Claims Service Rep at NYSIF
Industry Insurance
Experience
NYSIF March 2010 - Present
Mercury Insurance June 2002 - March 2007
Phoenix Life Insurance Company January 2001 - June 2002
IDS Life of NY June 1997 - January 2001
Skills
Insurance, Property Damage, Subrogation, Casualty, Liability, Claim, Claims Management, Property & Casualty..., Customer Service, Microsoft Excel, Microsoft Word, Outlook, Claim Investigation, Claims Resolution, Workers Compensation, Property Claims, Liability Analysis, Casualty Claims, Claims Handling, Auto Claims, Legal Liability, Litigation Management, Insurance Adjusting, Claims Investigations, Personal Lines Auto, Workers' Compensation..., Automobile Liability, Term Life Insurance
Education
State University of New York College at Plattsburgh 1995 — 1997
Thames Valley University 1995 — 1995
Hudson Valley Community College 1993 — 1995
AAS, Criminal Justice/Police Science
State University of New York College at Oswego 1992 — 1994
NYSIF March 2010 - Present
Mercury Insurance June 2002 - March 2007
Phoenix Life Insurance Company January 2001 - June 2002
IDS Life of NY June 1997 - January 2001
Skills
Insurance, Property Damage, Subrogation, Casualty, Liability, Claim, Claims Management, Property & Casualty..., Customer Service, Microsoft Excel, Microsoft Word, Outlook, Claim Investigation, Claims Resolution, Workers Compensation, Property Claims, Liability Analysis, Casualty Claims, Claims Handling, Auto Claims, Legal Liability, Litigation Management, Insurance Adjusting, Claims Investigations, Personal Lines Auto, Workers' Compensation..., Automobile Liability, Term Life Insurance
Education
State University of New York College at Plattsburgh 1995 — 1997
Thames Valley University 1995 — 1995
Hudson Valley Community College 1993 — 1995
AAS, Criminal Justice/Police Science
State University of New York College at Oswego 1992 — 1994
Erol Woods's Phoenix Life Insurance Company Experience 2001 - 2009
Job Life insurance consultant at Phoenix Life
Industry Insurance
Experience
Phoenix Life Insurance Co., Inc. 2001 - Present
The Phoenix Companies 2001 - Present
Phoenix Life Insurance Company 2001 - 2009
Education
The Ohio State University 1977 — 1981
Phoenix Life Insurance Co., Inc. 2001 - Present
The Phoenix Companies 2001 - Present
Phoenix Life Insurance Company 2001 - 2009
Education
The Ohio State University 1977 — 1981
Michael Zanta's Phoenix Life Insurance Company Experience July 1986 - Present
Job AVP at Phoenix Life Insurance Company
Industry Financial Services
Experience
Phoenix Life Insurance Company July 1986 - Present
CIGNA Corporation July 1983 - July 1986
Skills
Project Management, Insurance, Life Insurance, Health Insurance, Leadership, PMP, Management, Quality Assurance, Actuarial Science, Risk Management, Variable Annuities, Business Analysis, Fixed Annuities, PMO, Process Improvement, SDLC, Vendor Management
Education
The American College 2001 — 2003
CLU, ChFC, Financial Planning and Services
Union College 1979 — 1983
BS, Computer Science
Phoenix Life Insurance Company July 1986 - Present
CIGNA Corporation July 1983 - July 1986
Skills
Project Management, Insurance, Life Insurance, Health Insurance, Leadership, PMP, Management, Quality Assurance, Actuarial Science, Risk Management, Variable Annuities, Business Analysis, Fixed Annuities, PMO, Process Improvement, SDLC, Vendor Management
Education
The American College 2001 — 2003
CLU, ChFC, Financial Planning and Services
Union College 1979 — 1983
BS, Computer Science
Regina Molloy's Phoenix Life Insurance Company Experience July 2002 - August 2005
Job Director, Corporate Counsel at Prudential Financial
Industry Insurance
Experience
Prudential Financial June 2014 - Present
The Hartford April 2013 - June 2014
The Hartford July 2005 - March 2013
Phoenix Life Insurance Company July 2002 - August 2005
The Brennan Group October 2000 - July 2002
Skills
Insurance, Litigation, Claims, Securities, Negotiation, Claim, Mediation, Legal Writing, Corporate Law, Employee Benefits, Contract Negotiation
Education
The University of Connecticut School of Law 2002 — 2006
Juris Doctor
The George Washington University 1999 — 2000
Master of Arts, Political Management
Saint Anselm College 1995 — 1999
Bachelor of Arts, Politics
Prudential Financial June 2014 - Present
The Hartford April 2013 - June 2014
The Hartford July 2005 - March 2013
Phoenix Life Insurance Company July 2002 - August 2005
The Brennan Group October 2000 - July 2002
Skills
Insurance, Litigation, Claims, Securities, Negotiation, Claim, Mediation, Legal Writing, Corporate Law, Employee Benefits, Contract Negotiation
Education
The University of Connecticut School of Law 2002 — 2006
Juris Doctor
The George Washington University 1999 — 2000
Master of Arts, Political Management
Saint Anselm College 1995 — 1999
Bachelor of Arts, Politics
Byron Frank's Phoenix Life Insurance Company Experience Vice PresidentThe Phoenix Companies1996 - Present
Job Vice President at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company Vice PresidentThe Phoenix Companies1996 - Present
Connecticut Mutual Life Ins. Co. 1989 - 1996
Education
Penn State University 1985 — 1989
Phoenix Life Insurance Company Vice PresidentThe Phoenix Companies1996 - Present
Connecticut Mutual Life Ins. Co. 1989 - 1996
Education
Penn State University 1985 — 1989
Brian Kowalski's Phoenix Life Insurance Company Experience February 2005 - December 2009
Job Regional Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2010 - Present
Saybrus Partners January 2010 - November 2010
Phoenix Life Insurance Company February 2005 - December 2009
Liberty Mutual 2004 - 2005
AXA Distributors 2000 - 2004
Vanguard Group 1998 - 2000
Skills
Life Insurance, Estate Planning, Retirement, Insurance, Wealth, Financial Advisory, Investments, Fixed Annuities, Retirement Planning, Long-term Care, Series 63, Series 6, 401k, Series 7
Education
Radford University 1993 — 1997
BS, Economics / Finace
Radford University - College of Business and Economics 1993 — 1997
Bachelor of Science (BS), Economics / Finance
MassMutual Financial Group October 2010 - Present
Saybrus Partners January 2010 - November 2010
Phoenix Life Insurance Company February 2005 - December 2009
Liberty Mutual 2004 - 2005
AXA Distributors 2000 - 2004
Vanguard Group 1998 - 2000
Skills
Life Insurance, Estate Planning, Retirement, Insurance, Wealth, Financial Advisory, Investments, Fixed Annuities, Retirement Planning, Long-term Care, Series 63, Series 6, 401k, Series 7
Education
Radford University 1993 — 1997
BS, Economics / Finace
Radford University - College of Business and Economics 1993 — 1997
Bachelor of Science (BS), Economics / Finance
Thomas Culbertson's Phoenix Life Insurance Company Experience February 1986 - Present
Job AVP Product Implementation
Industry Insurance
Experience
Phoenix Life Insurance Company February 1986 - Present
The Phoenix Companies 1986 - Present
Education
Skidmore College 1981 — 1985
B.A., Mathematics
Phoenix Life Insurance Company February 1986 - Present
The Phoenix Companies 1986 - Present
Education
Skidmore College 1981 — 1985
B.A., Mathematics
William Tarinelli Jr.'s Phoenix Life Insurance Company Experience 2006 - 2007
Job Business Intelligence EIC Manager at Travelers
Industry Insurance
Experience
The Travelers Companies November 2007 - Present
Travelers November 2014 - Present
Travelers May 2011 - October 2014
Travelers Insurance July 2009 - April 2011
Swiss Re 2007 - 2007
Phoenix Life Insurance Company 2006 - 2007
Reiner, Reiner, & Bendett P.C. 2005 - 2006
STI July 2001 - November 2004
Skills
Talent Acquisition, Recruiting, Onboarding, Human Resources, Workforce Planning, Coaching, Leadership, Management, College Recruiting, Talent Management, Applicant Tracking..., Performance Management, Employee Relations, Technical Recruiting, Employee Engagement, Succession Planning, PeopleSoft, Sourcing, HRIS, Executive Search, Interviews, Advanced Analytics..., New Hire Orientations, Strategy
Education
Sacred Heart University 1997 — 2001
BS, Business
Maloney High School 1993 — 1997
The Travelers Companies November 2007 - Present
Travelers November 2014 - Present
Travelers May 2011 - October 2014
Travelers Insurance July 2009 - April 2011
Swiss Re 2007 - 2007
Phoenix Life Insurance Company 2006 - 2007
Reiner, Reiner, & Bendett P.C. 2005 - 2006
STI July 2001 - November 2004
Skills
Talent Acquisition, Recruiting, Onboarding, Human Resources, Workforce Planning, Coaching, Leadership, Management, College Recruiting, Talent Management, Applicant Tracking..., Performance Management, Employee Relations, Technical Recruiting, Employee Engagement, Succession Planning, PeopleSoft, Sourcing, HRIS, Executive Search, Interviews, Advanced Analytics..., New Hire Orientations, Strategy
Education
Sacred Heart University 1997 — 2001
BS, Business
Maloney High School 1993 — 1997
Brian Carolan's Phoenix Life Insurance Company Experience July 2004 - April 2006
Job at
Industry Environmental Services
Experience
Bartlett Tree Experts October 2014 - Present
Almstead Tree and Shrub Care Co. January 2012 - October 2014
SavATree January 2009 - October 2011
Bank of America May 2006 - December 2008
Phoenix Life Insurance Company July 2004 - April 2006
Skills
Sales, Customer Service, New Business Development, Program Management, Marketing, Leadership, Environmental Awareness, Garden, Retail, Public Speaking, CRM, Sales Operations, Sustainability, Training, Trees
Education
Unity College 1991 — 1994
BS, Environmental Science
Plymouth State University 1989 — 1991
Holy Cross High School 1985 — 1989
Dale Carnegie Institute Graduate
Bartlett Tree Experts October 2014 - Present
Almstead Tree and Shrub Care Co. January 2012 - October 2014
SavATree January 2009 - October 2011
Bank of America May 2006 - December 2008
Phoenix Life Insurance Company July 2004 - April 2006
Skills
Sales, Customer Service, New Business Development, Program Management, Marketing, Leadership, Environmental Awareness, Garden, Retail, Public Speaking, CRM, Sales Operations, Sustainability, Training, Trees
Education
Unity College 1991 — 1994
BS, Environmental Science
Plymouth State University 1989 — 1991
Holy Cross High School 1985 — 1989
Dale Carnegie Institute Graduate
Scott A. Zweig, Esq.'s Phoenix Life Insurance Company Experience September 2014 - Present
Job Associate Counsel at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company September 2014 - Present
Phoenix Life Insurance Company January 2011 - Present
Phoenix Life Insurance Company August 2008 - January 2011
Phoenix Life Insurance Company June 2007 - August 2008
Phoenix Life Insurance Company July 2005 - June 2007
Phoenix Life Insurance Company June 2004 - August 2004
Skills
Insurance, Compliance, Annuity, Annuities, Budgeting, Life Insurance, Policy Drafting, Product Innovation, Innovative Thinking, Project Planning, Indexed Annuities, Fixed Annuities, Market Conduct, Equity Indexed Annuities, Contract Negotiation, Research, Project Management, Microsoft Office, Adobe Acrobat, State Compliance, Applications, Process Improvement, Policy, Insurance Law, Training
Education
The University of Connecticut School of Law 2008 — 2012
J.D., Contracts, Insurance, Intellectual Property, Tax
University of Colorado Boulder 2001 — 2005
B.A., Sociology; Technology, Arts and Media Certificate
Phoenix Life Insurance Company September 2014 - Present
Phoenix Life Insurance Company January 2011 - Present
Phoenix Life Insurance Company August 2008 - January 2011
Phoenix Life Insurance Company June 2007 - August 2008
Phoenix Life Insurance Company July 2005 - June 2007
Phoenix Life Insurance Company June 2004 - August 2004
Skills
Insurance, Compliance, Annuity, Annuities, Budgeting, Life Insurance, Policy Drafting, Product Innovation, Innovative Thinking, Project Planning, Indexed Annuities, Fixed Annuities, Market Conduct, Equity Indexed Annuities, Contract Negotiation, Research, Project Management, Microsoft Office, Adobe Acrobat, State Compliance, Applications, Process Improvement, Policy, Insurance Law, Training
Education
The University of Connecticut School of Law 2008 — 2012
J.D., Contracts, Insurance, Intellectual Property, Tax
University of Colorado Boulder 2001 — 2005
B.A., Sociology; Technology, Arts and Media Certificate
John Presch's Phoenix Life Insurance Company Experience January 2013 - Present
Job Vice President and Chief Information Officer at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company January 2013 - Present
Phoenix Life Insurance Company February 2008 - January 2013
Phoenix 1986 - 2008
Skills
Insurance
Education
The University of Connecticut School of Business 1989 — 1993
Phoenix Life Insurance Company January 2013 - Present
Phoenix Life Insurance Company February 2008 - January 2013
Phoenix 1986 - 2008
Skills
Insurance
Education
The University of Connecticut School of Business 1989 — 1993
Jeffrey Rabinovitz's Phoenix Life Insurance Company Experience June 2008 - June 2009
Job Information Technology Specialist
Industry Information Technology and Services
Experience
Federal Government January 2010 - Present
Arlington County February 2012 - Present
National Park Service May 2010 - Present
Phoenix Life Insurance Company June 2008 - June 2009
New England Allergy & Immunology Primary Care June 2002 - February 2009
Quinnipiac University August 2005 - May 2008
Wyeth Pharmaceuticals May 2006 - August 2006
Education
Quinnipiac University - School of Business 2007 — 2008
Master of Science, Computer Information Systems
Quinnipiac University 2003 — 2007
Quinnipiac University - School of Business 2003 — 2007
Bachelor of Science, Business Management
Andover High School 1999 — 2003
Federal Government January 2010 - Present
Arlington County February 2012 - Present
National Park Service May 2010 - Present
Phoenix Life Insurance Company June 2008 - June 2009
New England Allergy & Immunology Primary Care June 2002 - February 2009
Quinnipiac University August 2005 - May 2008
Wyeth Pharmaceuticals May 2006 - August 2006
Education
Quinnipiac University - School of Business 2007 — 2008
Master of Science, Computer Information Systems
Quinnipiac University 2003 — 2007
Quinnipiac University - School of Business 2003 — 2007
Bachelor of Science, Business Management
Andover High School 1999 — 2003
Nadine Buckley's Phoenix Life Insurance Company Experience 2003 - 2005
Job Change Agent at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group September 2013 - Present
Mass Mutual 2010 - Present
Massachusetts Mutual Life Insurance Company 2009 - Present
Massachusetts Mutual Life Insurance Company 2008 - Present
mass mutual 2007 - 2009
Massachusetts Mutual Life Insurance Company 2005 - 2007
Phoenix Life Insurance Company 2003 - 2005
Phoenix Life Insurance Company 1998 - 2003
Phoenix Life Insurance Company 1993 - 1996
Skills
ERISA, Plan Design, Compliance, Insurance, Defined Benefit, Retirement, Employee Benefits, Series 7, Investments, Process Improvement, Six Sigma, Financial Planning, Administration, Retirement Planning, Pensions, Excel
Education
The University of Texas at Arlington - College of Business 2010 — 2011
MBA, Business
MassMutual Financial Group September 2013 - Present
Mass Mutual 2010 - Present
Massachusetts Mutual Life Insurance Company 2009 - Present
Massachusetts Mutual Life Insurance Company 2008 - Present
mass mutual 2007 - 2009
Massachusetts Mutual Life Insurance Company 2005 - 2007
Phoenix Life Insurance Company 2003 - 2005
Phoenix Life Insurance Company 1998 - 2003
Phoenix Life Insurance Company 1993 - 1996
Skills
ERISA, Plan Design, Compliance, Insurance, Defined Benefit, Retirement, Employee Benefits, Series 7, Investments, Process Improvement, Six Sigma, Financial Planning, Administration, Retirement Planning, Pensions, Excel
Education
The University of Texas at Arlington - College of Business 2010 — 2011
MBA, Business
Bernie McDonnell's Phoenix Life Insurance Company Experience 1997 - 2001
Job Owner, McDonnellConsulting, LLC
Industry Financial Services
Experience
McDonnell Consulting, LLC November 2001 - Present
Marsh 2003 - 2004
Phoenix Life Insurance Company 1997 - 2001
Skills
Strategic Financial..., Insurance, Leadership, Project Management, Retirement, Risk Management, Small Business
Education
The American College 1990 — 1994
CLU & ChFC, Chartered Financial Consultant
State University of New York College at Fredonia 1980 — 1984
McDonnell Consulting, LLC November 2001 - Present
Marsh 2003 - 2004
Phoenix Life Insurance Company 1997 - 2001
Skills
Strategic Financial..., Insurance, Leadership, Project Management, Retirement, Risk Management, Small Business
Education
The American College 1990 — 1994
CLU & ChFC, Chartered Financial Consultant
State University of New York College at Fredonia 1980 — 1984
Bob Heap's Phoenix Life Insurance Company Experience October 2012 - Present
Job Senior Business Analyst at Phoenix Life Insurance Company
Industry Information Technology and Services
Experience
Phoenix Life Insurance Company October 2012 - Present
Virpie Inc September 2011 - October 2012
Hartford Life December 2004 - September 2011
MassMutual Financial Group October 1982 - 2004
Skills
SDLC, Testing, Requirements Analysis, Business Requirements, Requirements Gathering, Business Analysis, Visio, Systems Analysis, User Acceptance Testing, Application Development, Project Planning, Insurance, MS Project, SQL, TSO, Mentoring, COBOL, Mainframe, Business Process, SharePoint, Oracle, Data Modeling, Waterfall, Microsoft Project
Education
Westfield State College 1982 — 1984
BS, Computer Science
Trinity College-Hartford 1976 — 1981
BS, Biology
Phoenix Life Insurance Company October 2012 - Present
Virpie Inc September 2011 - October 2012
Hartford Life December 2004 - September 2011
MassMutual Financial Group October 1982 - 2004
Skills
SDLC, Testing, Requirements Analysis, Business Requirements, Requirements Gathering, Business Analysis, Visio, Systems Analysis, User Acceptance Testing, Application Development, Project Planning, Insurance, MS Project, SQL, TSO, Mentoring, COBOL, Mainframe, Business Process, SharePoint, Oracle, Data Modeling, Waterfall, Microsoft Project
Education
Westfield State College 1982 — 1984
BS, Computer Science
Trinity College-Hartford 1976 — 1981
BS, Biology
Carolyn Strelau's Phoenix Life Insurance Company Experience November 2009 - November 2013
Job 2VP Financial Planning & Analysis, Travelers
Industry Accounting
Experience
Travelers November 2013 - Present
Phoenix Life Insurance Company November 2009 - November 2013
Deloitte & Touche September 2003 - November 2009
Deloitte & Touche September 2003 - November 2009
Deloitte & Touche September 2003 - November 2009
Deloitte & Touche September 2003 - November 2009
Deloitte & Touche September 2003 - November 2009
Skills
Financial Reporting, SEC filings, Auditing, Accounting
Education
The University of Connecticut School of Business 2005 — 2011
Master of Business Administration, Finance & Marketing Intelligence
New York University - Leonard N. Stern School of Business 1999 — 2003
Bachelor of Business Science, Accounting, Economics
Travelers November 2013 - Present
Phoenix Life Insurance Company November 2009 - November 2013
Deloitte & Touche September 2003 - November 2009
Deloitte & Touche September 2003 - November 2009
Deloitte & Touche September 2003 - November 2009
Deloitte & Touche September 2003 - November 2009
Deloitte & Touche September 2003 - November 2009
Skills
Financial Reporting, SEC filings, Auditing, Accounting
Education
The University of Connecticut School of Business 2005 — 2011
Master of Business Administration, Finance & Marketing Intelligence
New York University - Leonard N. Stern School of Business 1999 — 2003
Bachelor of Business Science, Accounting, Economics
Chris Daniels CFP, ChFC, CLU's Phoenix Life Insurance Company Experience July 2005 - September 2007
Job Verite Group, LLC
Industry Financial Services
Experience
Verite Group, LLC October 2007 - Present
Phoenix Life Insurance Company July 2005 - September 2007
Education
Ohio University 1999 — 2003
Bachelor's degree, Marketing
Verite Group, LLC October 2007 - Present
Phoenix Life Insurance Company July 2005 - September 2007
Education
Ohio University 1999 — 2003
Bachelor's degree, Marketing
Michael Dunne, CLU's Phoenix Life Insurance Company Experience 2000 - 2004
Job Assistant Vice President, Independence Financial Network, Penn Mutual
Industry Insurance
Experience
Penn Mutual January 2012 - Present
Penn Mutual June 2009 - September 2012
The Hartford June 2004 - January 2009
Phoenix Life Insurance Company 2000 - 2004
Phoenix Life Insurance Company 1997 - 1999
Skills
Life Insurance, Account Management, Relationship Management, Sales, Marketing, Strategy, Recruiting, Series 63, Series 6, Series 7, Variable Annuities, Fixed Annuities, New Business Development, Building Relationships, Insurance, Financial Services, Training, Term Life Insurance, Universal Life, General Insurance, Retirement, Business Relationship..., Series 24, FINRA, Securities, Finance, Mutual Funds
Education
Emerson College
B.S. Mass Communications
Stanford University Graduate School of Business
n/a, Channel Management
Penn Mutual January 2012 - Present
Penn Mutual June 2009 - September 2012
The Hartford June 2004 - January 2009
Phoenix Life Insurance Company 2000 - 2004
Phoenix Life Insurance Company 1997 - 1999
Skills
Life Insurance, Account Management, Relationship Management, Sales, Marketing, Strategy, Recruiting, Series 63, Series 6, Series 7, Variable Annuities, Fixed Annuities, New Business Development, Building Relationships, Insurance, Financial Services, Training, Term Life Insurance, Universal Life, General Insurance, Retirement, Business Relationship..., Series 24, FINRA, Securities, Finance, Mutual Funds
Education
Emerson College
B.S. Mass Communications
Stanford University Graduate School of Business
n/a, Channel Management
Brian Wert's Phoenix Life Insurance Company Experience October 2013 - Present
Job Chief Technology Officer, The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies, Inc. August 2014 - Present
Phoenix Life Insurance Company October 2013 - Present
Phoenix Life Insurance Company August 2001 - October 2013
Katerra Corporation 2000 - 2001
CBIZ Technologies 1998 - 2000
Smyth Systems 1996 - 1998
US Navy January 1987 - May 1993
Skills
Vendor Management, Insurance, Business Analysis, SDLC, Risk Management, Enterprise Architecture, Solution Architecture
Education
The University of Akron 1993 — 1996
Industrial Electronics Technology/Technician
The Phoenix Companies, Inc. August 2014 - Present
Phoenix Life Insurance Company October 2013 - Present
Phoenix Life Insurance Company August 2001 - October 2013
Katerra Corporation 2000 - 2001
CBIZ Technologies 1998 - 2000
Smyth Systems 1996 - 1998
US Navy January 1987 - May 1993
Skills
Vendor Management, Insurance, Business Analysis, SDLC, Risk Management, Enterprise Architecture, Solution Architecture
Education
The University of Akron 1993 — 1996
Industrial Electronics Technology/Technician
Craig Michaud's Phoenix Life Insurance Company Experience 2004 - 2009
Job Product Development Actuary at Phoenix
Industry Financial Services
Experience
Phoenix March 2005 - Present
The Phoenix Companies 2005 - Present
Phoenix Life Insurance Company 2004 - 2009
Skills
Insurance, Actuarial Science, Life Insurance, Reinsurance, Fixed Annuities
Education
Rensselaer Polytechnic Institute
Mathematics
Phoenix March 2005 - Present
The Phoenix Companies 2005 - Present
Phoenix Life Insurance Company 2004 - 2009
Skills
Insurance, Actuarial Science, Life Insurance, Reinsurance, Fixed Annuities
Education
Rensselaer Polytechnic Institute
Mathematics
Susan Dolan, CCP, FLMI's Phoenix Life Insurance Company Experience July 1984 - August 1987
Job Senior Systems Analyst at Indiana Farm Bureau Insurance
Industry Insurance
Experience
Indiana Farm Bureau Insurance 1998 - Present
Union Central 1990 - 1998
Union Central August 1988 - April 1990
Ohio National September 1987 - August 1988
Phoenix Life Insurance Company July 1984 - August 1987
Education
University of Massachusetts, Amherst 1983 — 1985
Certificate, Computer and Information Science
Smith College 1974 — 1979
B.A., Government
Indiana Farm Bureau Insurance 1998 - Present
Union Central 1990 - 1998
Union Central August 1988 - April 1990
Ohio National September 1987 - August 1988
Phoenix Life Insurance Company July 1984 - August 1987
Education
University of Massachusetts, Amherst 1983 — 1985
Certificate, Computer and Information Science
Smith College 1974 — 1979
B.A., Government
Geneva Keith's Phoenix Life Insurance Company Experience April 1981 - July 2008
Job Retired at Homesite
Industry Insurance
Experience
Homesite April 2009 - Present
Phoenix Life Insurance Company April 1981 - July 2008
Financial Planning Company October 1995 - April 2003
Campus Crusade - CoMission - Novgorod, Russia 1994 - 1995
Skills
Marketing Strategy, Leadership, Training, Marketing, Sales, Operations Management, Insurance, Life Insurance, Customer Service, Team Building, Microsoft Office, Strategic Planning, Financial Services, Management, Sales Management, Team Leadership, Public Speaking, Project Management, Negotiation, Coaching, New Business Development, Selling
Education
Saint Louis University
one year, Business Administration
Washington University in St. Louis
Business- Economics
Homesite April 2009 - Present
Phoenix Life Insurance Company April 1981 - July 2008
Financial Planning Company October 1995 - April 2003
Campus Crusade - CoMission - Novgorod, Russia 1994 - 1995
Skills
Marketing Strategy, Leadership, Training, Marketing, Sales, Operations Management, Insurance, Life Insurance, Customer Service, Team Building, Microsoft Office, Strategic Planning, Financial Services, Management, Sales Management, Team Leadership, Public Speaking, Project Management, Negotiation, Coaching, New Business Development, Selling
Education
Saint Louis University
one year, Business Administration
Washington University in St. Louis
Business- Economics
Bob Fiondella's Phoenix Life Insurance Company Experience Founding PrincipalJerob Enterprises LLC2003 - 2009
Job Retired CEO at Phoenix Life Insurance Company
Industry Financial Services
Experience
Phoenix Life Insurance Company Founding PrincipalJerob Enterprises LLC2003 - 2009
Phoenix 1994 - 2003
The Phoenix Companies 1994 - 2003
Phoenix Mutual Life 1987 - 2001
Phoenix Mutual 1988 - 1992
Skills
Fixed Annuities, Reinsurance, Mergers & Acquisitions, Insurance, Estate Planning, Strategic Planning, Corporate Governance, Healthcare, Budgets, Underwriting, Investments, Property & Casualty..., Risk Management, Business Development, Retirement Planning, Strategic Financial..., Life Insurance, Legal Liability
Education
The University of Connecticut School of Law 1999 — 1999
JD, Law
Providence College 1960 — 1964
AB, Political Science
Providence College 1960 — 1964
ba, political science
Phoenix Life Insurance Company Founding PrincipalJerob Enterprises LLC2003 - 2009
Phoenix 1994 - 2003
The Phoenix Companies 1994 - 2003
Phoenix Mutual Life 1987 - 2001
Phoenix Mutual 1988 - 1992
Skills
Fixed Annuities, Reinsurance, Mergers & Acquisitions, Insurance, Estate Planning, Strategic Planning, Corporate Governance, Healthcare, Budgets, Underwriting, Investments, Property & Casualty..., Risk Management, Business Development, Retirement Planning, Strategic Financial..., Life Insurance, Legal Liability
Education
The University of Connecticut School of Law 1999 — 1999
JD, Law
Providence College 1960 — 1964
AB, Political Science
Providence College 1960 — 1964
ba, political science
Bob Winkelman's Phoenix Life Insurance Company Experience 2001 - 2005
Job Life Insurance Expert for Financial Advisors
Industry Financial Services
Experience
Chesapeake Brokerage May 2014 - Present
Millers Insurance Agency/Millers Financial Services Company February 2012 - May 2014
The Hartford March 2009 - February 2012
Cornerstone December 2005 - January 2009
Phoenix Life Insurance Company 2001 - 2005
Phoenix Life Insurance Company 1983 - 2001
Skills
Estate Planning, Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Investments, Retirement Planning, Wealth Management, Finance, Management
Education
Temple University 1975 — 1979
BA, Psychology
Chesapeake Brokerage May 2014 - Present
Millers Insurance Agency/Millers Financial Services Company February 2012 - May 2014
The Hartford March 2009 - February 2012
Cornerstone December 2005 - January 2009
Phoenix Life Insurance Company 2001 - 2005
Phoenix Life Insurance Company 1983 - 2001
Skills
Estate Planning, Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Investments, Retirement Planning, Wealth Management, Finance, Management
Education
Temple University 1975 — 1979
BA, Psychology
Sean Siegel's Phoenix Life Insurance Company Experience July 2005 - September 2006
Job Associate Director, Financial Reporting & Analysis at Simon and Schuster
Industry Publishing
Experience
Simon and Schuster September 2014 - Present
Simon and Schuster December 2011 - September 2014
Simon and Schuster April 2010 - December 2011
Simon and Schuster July 2007 - March 2010
Countrywide Plc September 2006 - March 2007
Phoenix Life Insurance Company July 2005 - September 2006
Phoenix Life Insurance Company July 2005 - August 2006
Washington Mutual August 2004 - April 2005
Skills
Microsoft Excel, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Managerial Finance, Strategic Financial..., Finance, Financial Risk, IT Sourcing, Capital Budgeting, Capital Projects, Expense Management, Expense Budget..., Hyperion Enterprise, Cognos, Budgets, Strategy, Management, Accounting, Variance Analysis
Education
SUNY Oneonta 2000 — 2003
Bachelor of Science (BS), Business Economics
Shaker High School 1996 — 2000
Simon and Schuster September 2014 - Present
Simon and Schuster December 2011 - September 2014
Simon and Schuster April 2010 - December 2011
Simon and Schuster July 2007 - March 2010
Countrywide Plc September 2006 - March 2007
Phoenix Life Insurance Company July 2005 - September 2006
Phoenix Life Insurance Company July 2005 - August 2006
Washington Mutual August 2004 - April 2005
Skills
Microsoft Excel, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Managerial Finance, Strategic Financial..., Finance, Financial Risk, IT Sourcing, Capital Budgeting, Capital Projects, Expense Management, Expense Budget..., Hyperion Enterprise, Cognos, Budgets, Strategy, Management, Accounting, Variance Analysis
Education
SUNY Oneonta 2000 — 2003
Bachelor of Science (BS), Business Economics
Shaker High School 1996 — 2000
Rich Yoder's Phoenix Life Insurance Company Experience May 2005 - December 2007
Job Director of Business Analysis and Policy Filing at Penn Mutual
Industry Financial Services
Experience
Penn Mutual November 2013 - Present
Andesa Services, Inc. February 2009 - March 2013
Andesa Services, Inc. December 2007 - February 2009
Phoenix Life Insurance Company May 2005 - December 2007
Navisys January 2002 - May 2005
AIG American General August 1992 - December 2001
Skills
Insurance, Business Analysis, Process Improvement, Strategic Planning, Program Management, Business Intelligence, New Business Development, Requirements Gathering, Requirements Analysis, Quality Assurance, CRM, Microsoft Office, Project Planning, Microsoft Excel, Cross-functional Team..., Relationship Management, Financial Services, Life Insurance, Fixed Annuities, Business Process, Management, SDLC, Vendor Management, Leadership, Software Documentation
Education
Rochester Institute of Technology 1987 — 1990
BS, Marketing
Penn Mutual November 2013 - Present
Andesa Services, Inc. February 2009 - March 2013
Andesa Services, Inc. December 2007 - February 2009
Phoenix Life Insurance Company May 2005 - December 2007
Navisys January 2002 - May 2005
AIG American General August 1992 - December 2001
Skills
Insurance, Business Analysis, Process Improvement, Strategic Planning, Program Management, Business Intelligence, New Business Development, Requirements Gathering, Requirements Analysis, Quality Assurance, CRM, Microsoft Office, Project Planning, Microsoft Excel, Cross-functional Team..., Relationship Management, Financial Services, Life Insurance, Fixed Annuities, Business Process, Management, SDLC, Vendor Management, Leadership, Software Documentation
Education
Rochester Institute of Technology 1987 — 1990
BS, Marketing
Art Spiro's Phoenix Life Insurance Company Experience 1992 - 2010
Job Information Technology Management
Industry Financial Services
Experience
Phoenix Life Insurance Company 1992 - 2010
Skills
Resource Management, Vendor Management, IT Management, Insurance, Quality Assurance, EIM, IT Service Management, Leadership, SDLC, Human Resources, Business Process..., Governance, CRM, Process Improvement, Information Technology, Business Analysis, Project Delivery, Risk Management, Management
Education
St. John's University, The Peter J. Tobin College of Business
Bachelors of Business Administration
The State University of New Jersey - Rutgers
Certificate, Human Resources Management
Phoenix Life Insurance Company 1992 - 2010
Skills
Resource Management, Vendor Management, IT Management, Insurance, Quality Assurance, EIM, IT Service Management, Leadership, SDLC, Human Resources, Business Process..., Governance, CRM, Process Improvement, Information Technology, Business Analysis, Project Delivery, Risk Management, Management
Education
St. John's University, The Peter J. Tobin College of Business
Bachelors of Business Administration
The State University of New Jersey - Rutgers
Certificate, Human Resources Management
Izzy Brettler's Phoenix Life Insurance Company Experience March 1977 - January 1986
Job Vice President, Arbor Group
Industry Financial Services
Experience
Arbor Group January 1993 - Present
The Guardian Life Insurance Company of America January 1986 - January 1993
Phoenix Life Insurance Company March 1977 - January 1986
Skills
LIfe Insurance Case..., Policy Analysis, Creative Problem Solving, Product Design, Carrier Analysis, Employee Benefits, Retirement Planning, Long-term Care, Insurance, Disability Insurance, Life Insurance, Retirement, Term Life Insurance, Estate Planning, Health Insurance, 401k, Fixed Annuities, Financial Services, Strategic Planning
Education
Rutgers University 1972 — 1976
BA, Communications
Arbor Group January 1993 - Present
The Guardian Life Insurance Company of America January 1986 - January 1993
Phoenix Life Insurance Company March 1977 - January 1986
Skills
LIfe Insurance Case..., Policy Analysis, Creative Problem Solving, Product Design, Carrier Analysis, Employee Benefits, Retirement Planning, Long-term Care, Insurance, Disability Insurance, Life Insurance, Retirement, Term Life Insurance, Estate Planning, Health Insurance, 401k, Fixed Annuities, Financial Services, Strategic Planning
Education
Rutgers University 1972 — 1976
BA, Communications
David Skrzyniarz's Phoenix Life Insurance Company Experience February 2005 - February 2007
Job consultant at GSS Infotech, Inc.
Industry Information Technology and Services
Experience
The Phoenix Companies 2008 - Present
System Dynamix February 2007 - February 2008
Phoenix Life Insurance Company February 2005 - February 2007
Phoenix Life Insurance Company 2003 - February 2005
Phoenix Life Insurance Company June 2001 - February 2005
Phoenix Life Insurance Company 1993 - 2001
Skills
Analysis, Business Analysis, Business Intelligence, Business Requirements, CICS, COBOL, DB2, Data Warehousing, Disaster Recovery, Endeavor, Fileaid, IBM Utilities, IT Strategy, Integration, JCL, Mainframe, Process Improvement, Product Development, Production Support, Requirements Analysis, SDLC, Visio, SQL, Insurance
Education
Stony Brook University 1991 — 1993
MS, Physics
The Phoenix Companies 2008 - Present
System Dynamix February 2007 - February 2008
Phoenix Life Insurance Company February 2005 - February 2007
Phoenix Life Insurance Company 2003 - February 2005
Phoenix Life Insurance Company June 2001 - February 2005
Phoenix Life Insurance Company 1993 - 2001
Skills
Analysis, Business Analysis, Business Intelligence, Business Requirements, CICS, COBOL, DB2, Data Warehousing, Disaster Recovery, Endeavor, Fileaid, IBM Utilities, IT Strategy, Integration, JCL, Mainframe, Process Improvement, Product Development, Production Support, Requirements Analysis, SDLC, Visio, SQL, Insurance
Education
Stony Brook University 1991 — 1993
MS, Physics
Dawn Meacham's Phoenix Life Insurance Company Experience Accounting Mgr L&A AcctgPhoenix Life Insurance Company 20062000 - Present
Job Accounting Mgr at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company Accounting Mgr L&A AcctgPhoenix Life Insurance Company 20062000 - Present
Skills
Life Insurance, Customer Service, Fixed Annuities, Process Improvement, Sarbanes-Oxley Act, Underwriting, Retirement Planning, Insurance, Business Requirements, Risk Management, Financial Analysis, Health Insurance, Software Documentation, Term Life Insurance, Strategic Financial..., Business Analysis, SDLC
Education
Siena College 1986 — 1988
BBA, Accounting
Phoenix Life Insurance Company Accounting Mgr L&A AcctgPhoenix Life Insurance Company 20062000 - Present
Skills
Life Insurance, Customer Service, Fixed Annuities, Process Improvement, Sarbanes-Oxley Act, Underwriting, Retirement Planning, Insurance, Business Requirements, Risk Management, Financial Analysis, Health Insurance, Software Documentation, Term Life Insurance, Strategic Financial..., Business Analysis, SDLC
Education
Siena College 1986 — 1988
BBA, Accounting
Thomas Buckingham's Phoenix Life Insurance Company Experience November 2012 - Present
Job EVP, Product & Operations, Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company November 2012 - Present
Phoenix Life Insurance Company April 2010 - October 2012
Phoenix Life Insurance Company December 2007 - March 2010
Phoenix Life Insurance Company December 2006 - December 2007
Phoenix Life Insurance Company September 2004 - December 2006
Phoenix Life Insurance Company September 2003 - September 2004
Phoenix Life Insurance Company June 1999 - September 2003
Skills
Insurance, Variable Annuities, Actuarial Science, Fixed Annuities, Product Development, Process Improvement, Term Life Insurance, Retirement, ALM, Retirement Planning, Mutual Funds, Estate Planning, Risk Management, Life Insurance, Reinsurance, Wealth Management, Disability Insurance, Underwriting, Investments, Long-term Care, Health Insurance, Series 6, Financial Risk
Education
Rensselaer Polytechnic Institute 1995 — 1999
B.S., M.B.A, Math, Management
Phoenix Life Insurance Company November 2012 - Present
Phoenix Life Insurance Company April 2010 - October 2012
Phoenix Life Insurance Company December 2007 - March 2010
Phoenix Life Insurance Company December 2006 - December 2007
Phoenix Life Insurance Company September 2004 - December 2006
Phoenix Life Insurance Company September 2003 - September 2004
Phoenix Life Insurance Company June 1999 - September 2003
Skills
Insurance, Variable Annuities, Actuarial Science, Fixed Annuities, Product Development, Process Improvement, Term Life Insurance, Retirement, ALM, Retirement Planning, Mutual Funds, Estate Planning, Risk Management, Life Insurance, Reinsurance, Wealth Management, Disability Insurance, Underwriting, Investments, Long-term Care, Health Insurance, Series 6, Financial Risk
Education
Rensselaer Polytechnic Institute 1995 — 1999
B.S., M.B.A, Math, Management
James Raguette's Phoenix Life Insurance Company Experience March 2007 - April 2008
Job Sales Associate at John D. Marcella & Son Appliances
Industry Information Technology and Services
Experience
John D. Marcella & Son Appliances March 2010 - Present
IPLogic Inc. April 2008 - February 2010
Phoenix Life Insurance Company March 2007 - April 2008
Skills
Sales, New Business Development, Direct Sales, Selling, Sales Management, Account Management, Customer Service, Solution Selling, Salesforce.com, Sales Operations, Channel Partners, Cloud Computing, Managed Services, Sales Process, Unified Communications, Marketing Strategy, Management
Education
University at Albany, SUNY 2001 — 2006
Bacheolor, Sociology, Education
John D. Marcella & Son Appliances March 2010 - Present
IPLogic Inc. April 2008 - February 2010
Phoenix Life Insurance Company March 2007 - April 2008
Skills
Sales, New Business Development, Direct Sales, Selling, Sales Management, Account Management, Customer Service, Solution Selling, Salesforce.com, Sales Operations, Channel Partners, Cloud Computing, Managed Services, Sales Process, Unified Communications, Marketing Strategy, Management
Education
University at Albany, SUNY 2001 — 2006
Bacheolor, Sociology, Education
Karen Corrow's Phoenix Life Insurance Company Experience April 2008 - August 2008
Job Insurance Professional
Industry Insurance
Experience
Phoenix Life Insurance Company April 2008 - August 2008
Phoenix Life Insurance Company September 2003 - April 2008
David Boynton & Troy Wirth June 2000 - September 2003
Rasmussen Financial & Insurance Services August 1997 - June 2000
New York Life Insurance Company September 1992 - August 1997
New Hope Medical Weight July 1991 - August 1992
Education
Santa Ana College 1991 — 1992
General Education
Rancho Santiago College/Fullerton College
Phoenix Life Insurance Company April 2008 - August 2008
Phoenix Life Insurance Company September 2003 - April 2008
David Boynton & Troy Wirth June 2000 - September 2003
Rasmussen Financial & Insurance Services August 1997 - June 2000
New York Life Insurance Company September 1992 - August 1997
New Hope Medical Weight July 1991 - August 1992
Education
Santa Ana College 1991 — 1992
General Education
Rancho Santiago College/Fullerton College
Lucia Chiu Santiago's Phoenix Life Insurance Company Experience January 1995 - Present
Job Business Systems Consultant at Phoenix Life Insurance Company
Industry Information Technology and Services
Experience
Phoenix Life Insurance Company January 1995 - Present
Aetna Life & Casualty January 1993 - January 1995
Travelers Insurance July 1986 - January 1993
Education
Rensselaer Polytechnic Institute at Hartford 1992 — 2000
MS, Computer Science
New York University - Leonard N. Stern School of Business 1982 — 1986
BS, MIS
Phoenix Life Insurance Company January 1995 - Present
Aetna Life & Casualty January 1993 - January 1995
Travelers Insurance July 1986 - January 1993
Education
Rensselaer Polytechnic Institute at Hartford 1992 — 2000
MS, Computer Science
New York University - Leonard N. Stern School of Business 1982 — 1986
BS, MIS
Karen Cote Ryan's Phoenix Life Insurance Company Experience 1992 - 2003
Job Strategic Planner at Aetna
Industry Insurance
Anneliese St Rose's Phoenix Life Insurance Company Experience 2000 - 2002
Job Assistant Vice President & Actuary
Industry Insurance
Experience
MetLife July 2003 - Present
AIG May 2002 - June 2003
Phoenix Life Insurance Company 2000 - 2002
Actuarial Sciences Associates (now Aon Hewitt) June 1999 - June 2000
Skills
Actuarial Science, Pricing, Financial Analysis, Financial Modeling, Underwriting, Loss Recognition Testing, Expense Reporting, Expense Management, Expense Allocation, Shadow Loss Recognition, Cash Flow Testing, Asset Adequacy Analysis, Earnings Analysis, Transfer Pricing, LIfe Insurance Pricing, Expense Studies, Mortality Studies, Annual Statements, DAC, Reserve Analysis, TAS, Employee Benefits, Retirement, Actuaries
Education
State University of New York at Stony Brook
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
MetLife July 2003 - Present
AIG May 2002 - June 2003
Phoenix Life Insurance Company 2000 - 2002
Actuarial Sciences Associates (now Aon Hewitt) June 1999 - June 2000
Skills
Actuarial Science, Pricing, Financial Analysis, Financial Modeling, Underwriting, Loss Recognition Testing, Expense Reporting, Expense Management, Expense Allocation, Shadow Loss Recognition, Cash Flow Testing, Asset Adequacy Analysis, Earnings Analysis, Transfer Pricing, LIfe Insurance Pricing, Expense Studies, Mortality Studies, Annual Statements, DAC, Reserve Analysis, TAS, Employee Benefits, Retirement, Actuaries
Education
State University of New York at Stony Brook
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Rick Keidan CLU, ChFC's Phoenix Life Insurance Company Experience 1999 - 2002
Job The Life Insurance Professional's Professional
Industry Insurance
Experience
Highland Capital Brokerage January 2014 - Present
Highland Capital Brokerage 2007 - January 2014
Highland Capital Brokerage December 2002 - June 2007
Highland Capital Holding Corp October 2004 - April 2005
Highland Capital Brokerage November 2001 - December 2002
Phoenix Life Insurance Company 1999 - 2002
WS Griffith 1998 - 2001
Metropolitan Life Insurance Company 1994 - 1999
MetLife Brokerage 1992 - 1997
Skills
Life Insurance, Disability Insurance, Retirement Planning, Estate Planning, Long Term Care Insurance, Whole Life, Fixed Annuities, Underwriting, Risk Management, Health Insurance, Insurance, Long-term Care, Retirement, Term Life Insurance, Series 6, Series 63, Brokers, 401k, Wealth Management, Financial Advisory, Series 7, Financial Planners, Mutual Funds, IRAs, Variable Annuities, Strategic Financial..., Financial Services, Wealth, Securities, Employee Benefits, Series 65, Investments, Pensions, FINRA, Business Planning
Education
Penn State University
The American College
Chartered Life Underwriter and Chartered Financial Consultant
Highland Capital Brokerage January 2014 - Present
Highland Capital Brokerage 2007 - January 2014
Highland Capital Brokerage December 2002 - June 2007
Highland Capital Holding Corp October 2004 - April 2005
Highland Capital Brokerage November 2001 - December 2002
Phoenix Life Insurance Company 1999 - 2002
WS Griffith 1998 - 2001
Metropolitan Life Insurance Company 1994 - 1999
MetLife Brokerage 1992 - 1997
Skills
Life Insurance, Disability Insurance, Retirement Planning, Estate Planning, Long Term Care Insurance, Whole Life, Fixed Annuities, Underwriting, Risk Management, Health Insurance, Insurance, Long-term Care, Retirement, Term Life Insurance, Series 6, Series 63, Brokers, 401k, Wealth Management, Financial Advisory, Series 7, Financial Planners, Mutual Funds, IRAs, Variable Annuities, Strategic Financial..., Financial Services, Wealth, Securities, Employee Benefits, Series 65, Investments, Pensions, FINRA, Business Planning
Education
Penn State University
The American College
Chartered Life Underwriter and Chartered Financial Consultant
Scott Lemme's Phoenix Life Insurance Company Experience June 2002 - June 2006
Job Application Engineer, Retirement Services at MassMutual Financial Group
Industry Information Technology and Services
Experience
MassMutual Financial Group September 2010 - Present
Channing Bete Company August 2007 - September 2009
The Phoenix Companies June 2006 - August 2007
Phoenix Life Insurance Company June 2002 - June 2006
Phoenix Life Insurance Company June 2000 - June 2002
Phoenix Life Insurance Company August 1998 - June 2000
Phoenix Life Insurance Company November 1990 - June 1996
Whalley Computer Associates, Inc January 1988 - November 1990
US Navy January 1982 - January 1988
Education
The Master's College 2000 — 2006
MABC, Biblical Counseling
Westfield State University
BA, Mathematics, Computer Science, Education
MassMutual Financial Group September 2010 - Present
Channing Bete Company August 2007 - September 2009
The Phoenix Companies June 2006 - August 2007
Phoenix Life Insurance Company June 2002 - June 2006
Phoenix Life Insurance Company June 2000 - June 2002
Phoenix Life Insurance Company August 1998 - June 2000
Phoenix Life Insurance Company November 1990 - June 1996
Whalley Computer Associates, Inc January 1988 - November 1990
US Navy January 1982 - January 1988
Education
The Master's College 2000 — 2006
MABC, Biblical Counseling
Westfield State University
BA, Mathematics, Computer Science, Education
Joseph Tedone's Phoenix Life Insurance Company Experience May 1993 - Present
Job Vice President and Counsel Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company May 1993 - Present
Schatz, Schatz, Ribicoff & Kotkin 1985 - 1993
Skills
Litigation, Life Insurance, Insurance Law, Litigation Management, Legal Advice
Education
The University of Connecticut School of Law 1977 — 1980
JD, Law
Saint Anselm College 1973 — 1977
BA, History
Phoenix Life Insurance Company May 1993 - Present
Schatz, Schatz, Ribicoff & Kotkin 1985 - 1993
Skills
Litigation, Life Insurance, Insurance Law, Litigation Management, Legal Advice
Education
The University of Connecticut School of Law 1977 — 1980
JD, Law
Saint Anselm College 1973 — 1977
BA, History
Richard Felitto's Phoenix Life Insurance Company Experience January 1974 - January 1984
Job Agent Certified Senior Advisor at Bankers Life and Casualty
Industry Insurance
Experience
Bankers Life and Casualty April 2002 - Present
Guardian Life Insurance January 1984 - April 2002
Phoenix Life Insurance Company January 1974 - January 1984
Education
St. Francis College 1969 — 1973
BS, Business Management
Bankers Life and Casualty April 2002 - Present
Guardian Life Insurance January 1984 - April 2002
Phoenix Life Insurance Company January 1974 - January 1984
Education
St. Francis College 1969 — 1973
BS, Business Management
Kevin Greco, CLU's Phoenix Life Insurance Company Experience November 2005 - November 2009
Job Agent at Kevin Greco State Farm Insurance
Industry Insurance
Experience
Kevin Greco State Farm Insurance May 2013 - Present
Saybrus Partners November 2009 - December 2011
Phoenix Life Insurance Company November 2005 - November 2009
Phoenix Life Insurance Company February 2004 - November 2005
MassMutual Financial Group September 2000 - February 2004
Skills
Fixed Annuities, Life Insurance, Mutual Funds, Disability Insurance, Long-term Care, Wealth Management, Financial Services, Health Insurance, Sales, Retirement, Retirement Planning, Series 63
Education
The American College 2009 — 2011
Charter Life Underwriter, CLU
Ursinus College 1996 — 2000
BA, Economics
Kevin Greco State Farm Insurance May 2013 - Present
Saybrus Partners November 2009 - December 2011
Phoenix Life Insurance Company November 2005 - November 2009
Phoenix Life Insurance Company February 2004 - November 2005
MassMutual Financial Group September 2000 - February 2004
Skills
Fixed Annuities, Life Insurance, Mutual Funds, Disability Insurance, Long-term Care, Wealth Management, Financial Services, Health Insurance, Sales, Retirement, Retirement Planning, Series 63
Education
The American College 2009 — 2011
Charter Life Underwriter, CLU
Ursinus College 1996 — 2000
BA, Economics
Rina-Anne Lassen's Phoenix Life Insurance Company Experience January 2008 - May 2009
Job Director at Travelers Insurance
Industry Insurance
Experience
Travelers Insurance January 2013 - Present
Phoenix Life Insurance Company January 2008 - May 2009
Travelers Insurance July 2006 - December 2007
Skills
Business Process..., Test Planning, Systems Analysis, Software Documentation, User Acceptance Testing, Requirements Gathering, Business Requirements, SDLC, Testing, Enterprise Architecture, Business Analysis, Visio, Requirements Analysis, PMP, Data Warehousing, Insurance
Education
Post University 2004 — 2006
BS, Business Management
Travelers Insurance January 2013 - Present
Phoenix Life Insurance Company January 2008 - May 2009
Travelers Insurance July 2006 - December 2007
Skills
Business Process..., Test Planning, Systems Analysis, Software Documentation, User Acceptance Testing, Requirements Gathering, Business Requirements, SDLC, Testing, Enterprise Architecture, Business Analysis, Visio, Requirements Analysis, PMP, Data Warehousing, Insurance
Education
Post University 2004 — 2006
BS, Business Management
Joy Francis-Peter's Phoenix Life Insurance Company Experience August 2005 - April 2009
Job Insurance Professional
Industry Insurance
Experience
Phoenix Life Insurance Company August 2005 - April 2009
CSC Financial Group January 2004 - August 2005
Principal Financial Group July 2002 - November 2003
ING September 1999 - November 2001
ING 1999 - 2001
Education
Post University 1993 — 1997
BS, Marketing
Post University 1993 — 1997
BS, Marketing
Phoenix Life Insurance Company August 2005 - April 2009
CSC Financial Group January 2004 - August 2005
Principal Financial Group July 2002 - November 2003
ING September 1999 - November 2001
ING 1999 - 2001
Education
Post University 1993 — 1997
BS, Marketing
Post University 1993 — 1997
BS, Marketing
Louise Beaumont's Phoenix Life Insurance Company Experience June 1992 - April 2000
Job Executive Administrative Assistant/Office Manager
Industry Insurance
Experience
Cantor Colburn LLP November 2013 - April 2015
Tailwind Agency-Cigna May 2012 - September 2013
ESPN July 2000 - May 2009
Phoenix Life Insurance Company June 1992 - April 2000
Skills
Editing/Proofreading, Project Management, Office Management, Executive Support, Prioritizing, Problem Solving, Event Planning, Organization &..., Time Management, Management, Human Resources, Access, Leadership, Accounts Payable, Editing, PowerPoint, Teamwork, Outlook, Administrative..., Data Entry
Education
Southern Connecticut State University
BS, English/Secondary Education, 3.2
Spark Creative Group
How To Write Killer Copy Seminar, Letter of recommendation from instructor Anne Ryan
Stone Academy-Hamden
Diploma, Executive Assistant, 3.5
Cantor Colburn LLP November 2013 - April 2015
Tailwind Agency-Cigna May 2012 - September 2013
ESPN July 2000 - May 2009
Phoenix Life Insurance Company June 1992 - April 2000
Skills
Editing/Proofreading, Project Management, Office Management, Executive Support, Prioritizing, Problem Solving, Event Planning, Organization &..., Time Management, Management, Human Resources, Access, Leadership, Accounts Payable, Editing, PowerPoint, Teamwork, Outlook, Administrative..., Data Entry
Education
Southern Connecticut State University
BS, English/Secondary Education, 3.2
Spark Creative Group
How To Write Killer Copy Seminar, Letter of recommendation from instructor Anne Ryan
Stone Academy-Hamden
Diploma, Executive Assistant, 3.5
Bruce Blanchette's Phoenix Life Insurance Company Experience AVP PlanningThe Phoenix Companies1993 - Present
Job AVP Planning and Analysis at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company AVP PlanningThe Phoenix Companies1993 - Present
Education
University of Connecticut 1985 — 1990
The University of Connecticut School of Business 1985 — 1989
BS, Accounting
Phoenix Life Insurance Company AVP PlanningThe Phoenix Companies1993 - Present
Education
University of Connecticut 1985 — 1990
The University of Connecticut School of Business 1985 — 1989
BS, Accounting
Susan Zophy's Phoenix Life Insurance Company Experience June 2013 - Present
Job 2nd VP Legacy Operations at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company June 2013 - Present
Phoenix Life Insurance Company July 2012 - June 2013
Phoenix Insurance Company 2006 - June 2012
Skills
Process Improvement, Training, Insurance, Management, Workshop Facilitation
Education
State University of New York College at Geneseo 1988 — 1992
BA, Secondary Educ./Political Science
Phoenix Life Insurance Company June 2013 - Present
Phoenix Life Insurance Company July 2012 - June 2013
Phoenix Insurance Company 2006 - June 2012
Skills
Process Improvement, Training, Insurance, Management, Workshop Facilitation
Education
State University of New York College at Geneseo 1988 — 1992
BA, Secondary Educ./Political Science
Will Moorcroft's Phoenix Life Insurance Company Experience February 2014 - Present
Job AVP, Broker Dealer and Insurance Compliance
Industry Insurance
Experience
Phoenix Life Insurance Company February 2014 - Present
Crossfit Playground December 2009 - Present
Phoenix Life Insurance Company September 2012 - February 2014
Hebron Board of Education 2009 - 2013
Lincoln Financial Group 2011 - 2012
Metropolitan Life Insurance Company 2008 - 2011
Member - Hebron Board of Selectmen 2008 - 2009
MetLife 2006 - 2008
Hebron Planning and Zoning Commision 2004 - 2008
Travelers Life & Annuity 2004 - 2005
Skills
Retirement, Series 7, Financial Services, Fixed Annuities, Series 63, Securities, Insurance, Regulatory Affairs, Mutual Funds, FINRA, Series 24, Investments, Retirement Planning
Education
Richmond, The American International University in London
University of California, Santa Cruz
University of Vermont
BA
Phoenix Life Insurance Company February 2014 - Present
Crossfit Playground December 2009 - Present
Phoenix Life Insurance Company September 2012 - February 2014
Hebron Board of Education 2009 - 2013
Lincoln Financial Group 2011 - 2012
Metropolitan Life Insurance Company 2008 - 2011
Member - Hebron Board of Selectmen 2008 - 2009
MetLife 2006 - 2008
Hebron Planning and Zoning Commision 2004 - 2008
Travelers Life & Annuity 2004 - 2005
Skills
Retirement, Series 7, Financial Services, Fixed Annuities, Series 63, Securities, Insurance, Regulatory Affairs, Mutual Funds, FINRA, Series 24, Investments, Retirement Planning
Education
Richmond, The American International University in London
University of California, Santa Cruz
University of Vermont
BA
Robert Raslowsky's Phoenix Life Insurance Company Experience January 1991 - July 1993
Job Senior New Business Consultant at New York Life Investment Management LLC
Industry Financial Services
Experience
New York Life Investment Management LLC August 1993 - Present
Phoenix Life Insurance Company January 1991 - July 1993
Skills
Disability Insurance
Education
Saint Peter's University 1981 — 1984
Bachelor of Science, Marketing / Management
New York Life Investment Management LLC August 1993 - Present
Phoenix Life Insurance Company January 1991 - July 1993
Skills
Disability Insurance
Education
Saint Peter's University 1981 — 1984
Bachelor of Science, Marketing / Management
Eric Lowell, CFP ®'s Phoenix Life Insurance Company Experience November 2006 - March 2009
Job Regional Vice President at Montage Investments
Industry Investment Management
Experience
Montage Investments October 2013 - Present
State Farm January 2011 - August 2013
State Farm April 2009 - May 2010
Phoenix Life Insurance Company November 2006 - March 2009
Commerce Brokerage Services, Inc July 2001 - November 2006
Commerce Bank 2001 - 2006
Morgan Stanley Dean Witter August 1999 - July 2001
Education
University of Kansas 1993 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Montage Investments October 2013 - Present
State Farm January 2011 - August 2013
State Farm April 2009 - May 2010
Phoenix Life Insurance Company November 2006 - March 2009
Commerce Brokerage Services, Inc July 2001 - November 2006
Commerce Bank 2001 - 2006
Morgan Stanley Dean Witter August 1999 - July 2001
Education
University of Kansas 1993 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Chunhua (Joanne) Zhu's Phoenix Life Insurance Company Experience January 2011 - August 2012
Job Experienced Actuary and Quantitative Analyst
Industry Insurance
Experience
AIG December 2014 - Present
The Phoenix Companies August 2012 - March 2013
Phoenix Life Insurance Company January 2011 - August 2012
Phoenix Life Insurance Company July 2010 - August 2010
Shanghai Weilong Property Management Ltd June 2008 - August 2008
Skills
Actuarial Science, VBA, Access, Spreadsheets, Insurance, Risk Management, TAS, ALM, Microsoft Excel, Life Insurance, Financial Modeling, Investments, Bloomberg, Excel, Mathematics, SAS, JMP
Education
The University of Connecticut School of Business 2014 — 2015
Master's degree
University of Illinois at Urbana-Champaign 2008 — 2010
Bachelor of Science, Mathematics & Actuarial Science
AIG December 2014 - Present
The Phoenix Companies August 2012 - March 2013
Phoenix Life Insurance Company January 2011 - August 2012
Phoenix Life Insurance Company July 2010 - August 2010
Shanghai Weilong Property Management Ltd June 2008 - August 2008
Skills
Actuarial Science, VBA, Access, Spreadsheets, Insurance, Risk Management, TAS, ALM, Microsoft Excel, Life Insurance, Financial Modeling, Investments, Bloomberg, Excel, Mathematics, SAS, JMP
Education
The University of Connecticut School of Business 2014 — 2015
Master's degree
University of Illinois at Urbana-Champaign 2008 — 2010
Bachelor of Science, Mathematics & Actuarial Science
Gary Fink's Phoenix Life Insurance Company Experience 1997 - 2004
Job Product Specialst at The Advisors' Academy
Industry Staffing and Recruiting
Experience
The Advisors' Academy December 2011 - Present
Kforce Finance an Accounting 2006 - August 2012
Phoenix Life Insurance Company 1997 - 2004
Skills
Analysis, Actuarial Science, Accounting, Investments, Account Management, Business Development, Variable Annuities
Education
Southern Connecticut State University
BS, Economics
The Advisors' Academy December 2011 - Present
Kforce Finance an Accounting 2006 - August 2012
Phoenix Life Insurance Company 1997 - 2004
Skills
Analysis, Actuarial Science, Accounting, Investments, Account Management, Business Development, Variable Annuities
Education
Southern Connecticut State University
BS, Economics
Gregory M. Kay's Phoenix Life Insurance Company Experience August 1993 - May 1996
Job Bank on Yourself Authorized Advisor ★ Free yourself from bank loans, credit cards & Wall Street! ★ Alternative Financing
Industry Insurance
Experience
Alan Eckstrand, LLC June 2005 - Present
The Guardian Life Insurance Company of America June 1996 - June 2006
Phoenix Life Insurance Company August 1993 - May 1996
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Risk Management, Investments, Business Analysis, Microsoft Word, Project Management, PowerPoint, Business Strategy, Financial Modeling, Change Management
Education
St. Bonaventure University
Bachelor of Arts (B.A.), Philosophy
The Catholic University of America
Master of Arts (M.A.), Religious Studies
Canisius High School, Buffalo, NY
Alan Eckstrand, LLC June 2005 - Present
The Guardian Life Insurance Company of America June 1996 - June 2006
Phoenix Life Insurance Company August 1993 - May 1996
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Risk Management, Investments, Business Analysis, Microsoft Word, Project Management, PowerPoint, Business Strategy, Financial Modeling, Change Management
Education
St. Bonaventure University
Bachelor of Arts (B.A.), Philosophy
The Catholic University of America
Master of Arts (M.A.), Religious Studies
Canisius High School, Buffalo, NY
Jim McDougal's Phoenix Life Insurance Company Experience October 1996 - Present
Job Senior Business Systems Analyst at Phoenix Life Insurance Company
Industry
Experience
Phoenix Life Insurance Company October 1996 - Present
Education
The University of Texas at Arlington - College of Business 1974 — 1976
BBA, Business Adminstration
Phoenix Life Insurance Company October 1996 - Present
Education
The University of Texas at Arlington - College of Business 1974 — 1976
BBA, Business Adminstration
Lisa Baribault's Phoenix Life Insurance Company Experience April 2005 - October 2010
Job Director, Assistant Portfolio Manager at Newfleet Asset Management
Industry Investment Management
Experience
Newfleet Asset Management March 2015 - Present
Newfleet Asset Management October 2012 - March 2015
Newfleet Asset Management August 2011 - October 2012
Prudential Financial November 2010 - July 2011
Phoenix Life Insurance Company April 2005 - October 2010
Citigroup Insurance Investments 2003 - 2005
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Risk Management, Asset Management, Investments, Fixed Income, Strategic Financial..., Financial Risk, Mutual Funds, Securities, Equities, Wealth Management, Financial Services, Banking, Derivatives, VBA, Business Analysis, Alternative Investments, Investment Banking, Credit, Capital Markets, Trading
Education
Regis University 2007 — 2011
Master of Business Administration (MBA)
Quinnipiac University - School of Business 2000 — 2004
Bachelor of Science (BS), Finance, General
Newfleet Asset Management March 2015 - Present
Newfleet Asset Management October 2012 - March 2015
Newfleet Asset Management August 2011 - October 2012
Prudential Financial November 2010 - July 2011
Phoenix Life Insurance Company April 2005 - October 2010
Citigroup Insurance Investments 2003 - 2005
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Risk Management, Asset Management, Investments, Fixed Income, Strategic Financial..., Financial Risk, Mutual Funds, Securities, Equities, Wealth Management, Financial Services, Banking, Derivatives, VBA, Business Analysis, Alternative Investments, Investment Banking, Credit, Capital Markets, Trading
Education
Regis University 2007 — 2011
Master of Business Administration (MBA)
Quinnipiac University - School of Business 2000 — 2004
Bachelor of Science (BS), Finance, General
Michael Bobersky's Phoenix Life Insurance Company Experience March 2007 - October 2013
Job Financial Analyst at St. Peter's Health Partners
Industry Insurance
Experience
St. Peter's Health Partners August 2015 - Present
Questar III BOCES November 2013 - August 2015
Phoenix Life Insurance Company March 2007 - October 2013
Northwestern Mutual June 2003 - November 2006
Skills
Cross-functional Team..., Analytical Abilities, Problem Solving, Process Improvement, Highly Adaptable
Education
State University of New York Empire State College 2007 — 2011
Master of Business Administration (MBA), General Studies
Siena College 2000 — 2004
Bachelor of Science (B.S.), Finance, General
St. Peter's Health Partners August 2015 - Present
Questar III BOCES November 2013 - August 2015
Phoenix Life Insurance Company March 2007 - October 2013
Northwestern Mutual June 2003 - November 2006
Skills
Cross-functional Team..., Analytical Abilities, Problem Solving, Process Improvement, Highly Adaptable
Education
State University of New York Empire State College 2007 — 2011
Master of Business Administration (MBA), General Studies
Siena College 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Melisa Bezanson Wilson's Phoenix Life Insurance Company Experience February 1998 - March 2000
Job Insurance Professional
Industry Insurance
Experience
AXA October 2011 - January 2013
WellPoint August 2008 - June 2009
WellPoint March 2007 - June 2009
WellPoint August 2003 - August 2008
Commonwealth Financial Network August 2001 - February 2003
MetLife March 2000 - May 2001
Phoenix Life Insurance Company February 1998 - March 2000
Education
Southern New Hampshire University 2001 — 2006
Master of Business Administration (MBA)
University of Hartford 1994 — 1998
Bachelor's degree, Actuarial Science/Mathematics
AXA October 2011 - January 2013
WellPoint August 2008 - June 2009
WellPoint March 2007 - June 2009
WellPoint August 2003 - August 2008
Commonwealth Financial Network August 2001 - February 2003
MetLife March 2000 - May 2001
Phoenix Life Insurance Company February 1998 - March 2000
Education
Southern New Hampshire University 2001 — 2006
Master of Business Administration (MBA)
University of Hartford 1994 — 1998
Bachelor's degree, Actuarial Science/Mathematics
Russell Laws's Phoenix Life Insurance Company Experience July 2001 - January 2004
Job Vice President, Client Services & Claims at Fidelity & Guaranty Life
Industry Insurance
Experience
Fidelity & Guaranty Life January 2004 - Present
Phoenix Life Insurance Company July 2001 - January 2004
Ilona Financial Group, Inc. July 2000 - June 2001
Americo Financial Life and Annuity January 1997 - June 2000
Skills
Insurance, Life Insurance, Claim, Fixed Annuities, Risk Management, Disability Insurance, FINRA, Reinsurance, Health Insurance, Underwriting, Process Improvement, Lean Six Sigma
Education
The University of Kansas 1993 — 1996
Juris Doctor, Law
The University of Kansas 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Fidelity & Guaranty Life January 2004 - Present
Phoenix Life Insurance Company July 2001 - January 2004
Ilona Financial Group, Inc. July 2000 - June 2001
Americo Financial Life and Annuity January 1997 - June 2000
Skills
Insurance, Life Insurance, Claim, Fixed Annuities, Risk Management, Disability Insurance, FINRA, Reinsurance, Health Insurance, Underwriting, Process Improvement, Lean Six Sigma
Education
The University of Kansas 1993 — 1996
Juris Doctor, Law
The University of Kansas 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Jeff Rowley's Phoenix Life Insurance Company Experience April 1989 - December 2005
Job VP, Third Party Risk Management at Bank of America Merchant Services
Industry Financial Services
Experience
Bank of America Merchant Services December 2012 - Present
Bank of America June 2010 - December 2012
Bank of America August 2009 - June 2010
Bank of America January 2006 - August 2009
Phoenix Life Insurance Company April 1989 - December 2005
Skills
Strategy, Vendor Management, Risk Management, Project Management, Business Intelligence, Banking, Process Improvement, Program Management
Education
Rensselaer Hartford Graduate Center Inc 1997 — 1998
Computer
University of North Texas
Bachelor's degree, Management
Bank of America Merchant Services December 2012 - Present
Bank of America June 2010 - December 2012
Bank of America August 2009 - June 2010
Bank of America January 2006 - August 2009
Phoenix Life Insurance Company April 1989 - December 2005
Skills
Strategy, Vendor Management, Risk Management, Project Management, Business Intelligence, Banking, Process Improvement, Program Management
Education
Rensselaer Hartford Graduate Center Inc 1997 — 1998
Computer
University of North Texas
Bachelor's degree, Management
Errol Young's Phoenix Life Insurance Company Experience September 2014 - May 2015
Job Case Manager at Phoenix Life Insurance Company
Industry Financial Services
Experience
Phoenix Life Insurance Company September 2014 - May 2015
MetLife February 2012 - November 2013
Education
Southern Connecticut State University
Bachelor’s Degree, Business Administration and Management, General
Phoenix Life Insurance Company September 2014 - May 2015
MetLife February 2012 - November 2013
Education
Southern Connecticut State University
Bachelor’s Degree, Business Administration and Management, General