Phoenix Life Insurance Company
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Phoenix Life Insurance Company Employees
Employee
Years
Job
Industry
Maggie Anischik Maggie Anischik's Phoenix Life Insurance Company Experience September 2004 - October 2013
Job Director, New Business Administration at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company September 2004 - October 2013
Skills
Insurance, Process Improvement, Business Analysis, Risk Management, Life Insurance, Vendor Management, Underwriting, Business Process..., Reinsurance, Project Management, Business Intelligence, Visio
Education
Western New England College 1988 — 1993
Bachelor of Science (BS), Industrial Engineering
University of Connecticut 1987 — 1988
Phoenix Life Insurance Company September 2004 - October 2013
Skills
Insurance, Process Improvement, Business Analysis, Risk Management, Life Insurance, Vendor Management, Underwriting, Business Process..., Reinsurance, Project Management, Business Intelligence, Visio
Education
Western New England College 1988 — 1993
Bachelor of Science (BS), Industrial Engineering
University of Connecticut 1987 — 1988
Daniel Thielman Daniel Thielman's Phoenix Life Insurance Company Experience February 2001 - May 2002
Job Website Performance & Availability Expert
Industry Computer Software
Experience
Kohl's Department Stores June 2015 - Present
Apple June 2014 - Present
eRecruit May 2014 - Present
SailGoldenGate Consulting 2010 - Present
Macy's March 2013 - February 2014
AAA Northern California, Nevada & Utah Insurance Exchange October 2002 - February 2014
BlackRock (formally Barclays Global Investors) October 2007 - November 2012
World Savings October 2005 - June 2007
FocusFrame May 2002 - October 2002
Phoenix Life Insurance Company February 2001 - May 2002
Skills
Quality Assurance, LoadRunner, Quality Center, Testing, Requirements Gathering, WebSphere Application..., Dynatrace, SiteScope, HP, HP Business..., HP Business Service..., HP Diagnostics, JBoss Application Server, DB2, Mercury QuickTest Pro, Business Process Testing, Wireshark, Compuware Vantage, Sniffer, Microsoft Office, SIS, CICS, WPS, WBI, Apache, TIBCO, Splunk, Agile Methodologies, Requirements Analysis, Enterprise Architecture, SDLC, Software Project..., Integration, HP Quality Center, Management, Business Analysis, Vendor Management
Education
University of Hartford 1995 — 1999
Bachelor of Arts (BA), Communication, Journalism, and Related Programs
Kohl's Department Stores June 2015 - Present
Apple June 2014 - Present
eRecruit May 2014 - Present
SailGoldenGate Consulting 2010 - Present
Macy's March 2013 - February 2014
AAA Northern California, Nevada & Utah Insurance Exchange October 2002 - February 2014
BlackRock (formally Barclays Global Investors) October 2007 - November 2012
World Savings October 2005 - June 2007
FocusFrame May 2002 - October 2002
Phoenix Life Insurance Company February 2001 - May 2002
Skills
Quality Assurance, LoadRunner, Quality Center, Testing, Requirements Gathering, WebSphere Application..., Dynatrace, SiteScope, HP, HP Business..., HP Business Service..., HP Diagnostics, JBoss Application Server, DB2, Mercury QuickTest Pro, Business Process Testing, Wireshark, Compuware Vantage, Sniffer, Microsoft Office, SIS, CICS, WPS, WBI, Apache, TIBCO, Splunk, Agile Methodologies, Requirements Analysis, Enterprise Architecture, SDLC, Software Project..., Integration, HP Quality Center, Management, Business Analysis, Vendor Management
Education
University of Hartford 1995 — 1999
Bachelor of Arts (BA), Communication, Journalism, and Related Programs
Steven J. Hovey Steven J. Hovey's Phoenix Life Insurance Company Experience February 2007 - October 2013
Job Corporate Internal Auditor
Industry Financial Services
Experience
Resolution Life, Inc. 2014 - Present
Hartford,CT November 2013 - Present
Phoenix Life Insurance Company February 2007 - October 2013
Phoenix Life Insurance Company March 1998 - February 2007
Skills
Internal Audit, Internal Controls, Sarbanes-Oxley Act, Model Audit Rule, Enterprise Risk..., Governance, Financial Analysis, Financial Reporting, Insurance, US GAAP, COSO, Process Improvement, Operational Risk, Corporate Fraud..., Auditing, Risk Management
Education
University of Connecticut
Bachelor of Science (BS), Accounting and Finance
University of Hartford
Master of Business Administration (MBA), Accounting
Resolution Life, Inc. 2014 - Present
Hartford,CT November 2013 - Present
Phoenix Life Insurance Company February 2007 - October 2013
Phoenix Life Insurance Company March 1998 - February 2007
Skills
Internal Audit, Internal Controls, Sarbanes-Oxley Act, Model Audit Rule, Enterprise Risk..., Governance, Financial Analysis, Financial Reporting, Insurance, US GAAP, COSO, Process Improvement, Operational Risk, Corporate Fraud..., Auditing, Risk Management
Education
University of Connecticut
Bachelor of Science (BS), Accounting and Finance
University of Hartford
Master of Business Administration (MBA), Accounting
Tara Latawic Tara Latawic's Phoenix Life Insurance Company Experience 1985 - 1993
Job Research Analyst at Connecticut Department of Labor
Industry Higher Education
Experience
ConnAIR 1994 - 2015
Lee Hecht Harrison 2013 - 2014
University of Connecticut 1994 - 2013
Phoenix Life Insurance Company 1985 - 1993
Skills
Statistical Data..., Institutional Research, Market Research, Database Creation and..., Higher Education, Survey Analysis, Mainframe & PCs, Online Research, Microsoft Excel, Data Analysis, Research, Survey Research, SPSS, Strategic Planning, Program Management, Analysis, Statistics, Grant Writing, Program Evaluation
Education
The University of Connecticut
Doctor of Philosophy (Ph.D.), Economics
The University of Connecticut
Bachelor of Arts (B.A.), Economics
ConnAIR 1994 - 2015
Lee Hecht Harrison 2013 - 2014
University of Connecticut 1994 - 2013
Phoenix Life Insurance Company 1985 - 1993
Skills
Statistical Data..., Institutional Research, Market Research, Database Creation and..., Higher Education, Survey Analysis, Mainframe & PCs, Online Research, Microsoft Excel, Data Analysis, Research, Survey Research, SPSS, Strategic Planning, Program Management, Analysis, Statistics, Grant Writing, Program Evaluation
Education
The University of Connecticut
Doctor of Philosophy (Ph.D.), Economics
The University of Connecticut
Bachelor of Arts (B.A.), Economics
San San Myint San San Myint's Phoenix Life Insurance Company Experience January 2009 - March 2012
Job Sr. Actuarial Assistant at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company January 2009 - March 2012
Phoenix Life Insurance Company June 2008 - August 2008
UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies January 2008 - May 2008
Skills
MoSes, Actuarial Science, Financial Modeling, Life Insurance
Education
University of Nebraska-Lincoln 2006 — 2008
BSC, Actuarial Science
Phoenix Life Insurance Company January 2009 - March 2012
Phoenix Life Insurance Company June 2008 - August 2008
UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies January 2008 - May 2008
Skills
MoSes, Actuarial Science, Financial Modeling, Life Insurance
Education
University of Nebraska-Lincoln 2006 — 2008
BSC, Actuarial Science
Michael McCumber Michael McCumber's Phoenix Life Insurance Company Experience October 2012 - September 2013
Job Renewal Specialist at MAXIMUS
Industry Government Administration
Experience
MAXIMUS Renewal SpecialistMAXIMUSMarch 2015 - Present
SmileMonster.com January 2011 - Present
Smilemonster.com January 2011 - Present
MAXIMUS August 2014 - March 2015
MAXIMUS October 2013 - August 2014
Phoenix Life Insurance Company October 2012 - September 2013
SUNY Albany EOP February 2012 - May 2012
Portofino's Italian Ristorante 2011 - 2012
Skills
Process Scheduler, Databases, Filing, Data Entry, Networking, Time Management, Creative Direction, Marketing
Education
University at Albany, SUNY 2008 — 2012
Analytical Writing and Reading, English Language and Literature, General
University At Albany State University of New York
Bachelor's degree, English Writing
MAXIMUS Renewal SpecialistMAXIMUSMarch 2015 - Present
SmileMonster.com January 2011 - Present
Smilemonster.com January 2011 - Present
MAXIMUS August 2014 - March 2015
MAXIMUS October 2013 - August 2014
Phoenix Life Insurance Company October 2012 - September 2013
SUNY Albany EOP February 2012 - May 2012
Portofino's Italian Ristorante 2011 - 2012
Skills
Process Scheduler, Databases, Filing, Data Entry, Networking, Time Management, Creative Direction, Marketing
Education
University at Albany, SUNY 2008 — 2012
Analytical Writing and Reading, English Language and Literature, General
University At Albany State University of New York
Bachelor's degree, English Writing
Cameron Luongo Cameron Luongo's Phoenix Life Insurance Company Experience February 2015 - Present
Job Graduate of The University of Connecticut
Industry Financial Services
Experience
Phoenix Life Insurance Company February 2015 - Present
Pier 1 Imports May 2011 - January 2014
Alexion Pharmaceuticals, Inc. June 2013 - August 2013
Six Flags May 2010 - August 2010
Highland Park Market June 2008 - May 2010
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Accounting, Microsoft Office, PowerPoint, Corporate Finance, Microsoft Word, Finance, Customer Service, Valuation, Financial Accounting, Analysis, Investments, Data Analysis, Risk Management, Access
Education
The University of Connecticut 2010 — 2014
Bachelor of Science (B.S.), Mathematics-Statistics
University of Connecticut 2010 — 2014
Bachelor of Science (BS), Mathematics and Statistics
Phoenix Life Insurance Company February 2015 - Present
Pier 1 Imports May 2011 - January 2014
Alexion Pharmaceuticals, Inc. June 2013 - August 2013
Six Flags May 2010 - August 2010
Highland Park Market June 2008 - May 2010
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Accounting, Microsoft Office, PowerPoint, Corporate Finance, Microsoft Word, Finance, Customer Service, Valuation, Financial Accounting, Analysis, Investments, Data Analysis, Risk Management, Access
Education
The University of Connecticut 2010 — 2014
Bachelor of Science (B.S.), Mathematics-Statistics
University of Connecticut 2010 — 2014
Bachelor of Science (BS), Mathematics and Statistics
Jessica Sutton Jessica Sutton's Phoenix Life Insurance Company Experience March 2007 - December 2007
Job Assistant Crime and Kidnap & Ransom Product Manager
Industry Insurance
Experience
Travelers September 2012 - Present
Travelers Insurance January 2008 - September 2012
Phoenix Life Insurance Company March 2007 - December 2007
Skills
Underwriting, Employment Practices..., Fiduciary Liability, Commercial Insurance, Liability
Education
State University of New York at Albany 2002 — 2006
Bachelor of Arts, English
Travelers September 2012 - Present
Travelers Insurance January 2008 - September 2012
Phoenix Life Insurance Company March 2007 - December 2007
Skills
Underwriting, Employment Practices..., Fiduciary Liability, Commercial Insurance, Liability
Education
State University of New York at Albany 2002 — 2006
Bachelor of Arts, English
Roland Paradis Roland Paradis's Phoenix Life Insurance Company Experience 1980 - 1988
Job Vice President, Operational Excellence at AXA
Industry Insurance
Experience
AXA September 2014 - Present
Axa-Equitable June 2013 - Present
Parameds.com October 2012 - April 2013
Lincoln Financial Group 1998 - October 2012
MassMutual Financial Group 1996 - 1998
Phoenix Life Insurance Company 1980 - 1988
Skills
Underwriting, Insurance, Process Improvement, Financial Services, Strategic Financial..., Vendor Management
Education
University of Connecticut 1971 — 1975
BS, Environmental Horticulture
AXA September 2014 - Present
Axa-Equitable June 2013 - Present
Parameds.com October 2012 - April 2013
Lincoln Financial Group 1998 - October 2012
MassMutual Financial Group 1996 - 1998
Phoenix Life Insurance Company 1980 - 1988
Skills
Underwriting, Insurance, Process Improvement, Financial Services, Strategic Financial..., Vendor Management
Education
University of Connecticut 1971 — 1975
BS, Environmental Horticulture
Christopher Amon FSA, CFP®, ChFC, CRPC® Christopher Amon FSA, CFP®, ChFC, CRPC®'s Phoenix Life Insurance Company Experience 1997 - 2001
Job Amon & Associates
Industry Financial Services
Experience
Amon & Associates September 2006 - Present
Actuarial Club of Hartford & Springfield 2008 - 2010
The Hartford November 2004 - September 2006
Lincoln Financial Group 2001 - 2004
Phoenix Life Insurance Company 1997 - 2001
Skills
Strategic Financial..., Estate Planning, Investments, Business Planning, Succession Planning, Actuarial Science, Insurance, Life Insurance, Reinsurance, Fixed Annuities, Risk Management
Education
The University of Connecticut 1991 — 1994
Bachelor of Arts (B.A.), Actuarial Science
Amon & Associates September 2006 - Present
Actuarial Club of Hartford & Springfield 2008 - 2010
The Hartford November 2004 - September 2006
Lincoln Financial Group 2001 - 2004
Phoenix Life Insurance Company 1997 - 2001
Skills
Strategic Financial..., Estate Planning, Investments, Business Planning, Succession Planning, Actuarial Science, Insurance, Life Insurance, Reinsurance, Fixed Annuities, Risk Management
Education
The University of Connecticut 1991 — 1994
Bachelor of Arts (B.A.), Actuarial Science
Natalie Tompkins Bynum, FLMI, ACS Natalie Tompkins Bynum, FLMI, ACS's Phoenix Life Insurance Company Experience September 2007 - July 2009
Job at
Industry Insurance
Experience
MetLife March 2015 - Present
MetLife July 2013 - March 2015
TIME Financial September 2009 - May 2013
Actively Seeking Employment July 2009 - September 2009
Phoenix Life Insurance Company September 2007 - July 2009
Executive Financial LLC October 2006 - September 2007
Pacific Life Insurance Company June 2004 - October 2006
UVEST Financial Services, Inc September 2003 - June 2004
Penn Mutual Life Insurance Co May 2002 - September 2003
Capital Choice Advisors April 2001 - May 2002
Skills
Salesforce.com, Excel
Education
University of Arkansas at Little Rock 1988 — 1993
BA, Sociology
Hot Springs High School 1985 — 1988
High School Diploma
MetLife March 2015 - Present
MetLife July 2013 - March 2015
TIME Financial September 2009 - May 2013
Actively Seeking Employment July 2009 - September 2009
Phoenix Life Insurance Company September 2007 - July 2009
Executive Financial LLC October 2006 - September 2007
Pacific Life Insurance Company June 2004 - October 2006
UVEST Financial Services, Inc September 2003 - June 2004
Penn Mutual Life Insurance Co May 2002 - September 2003
Capital Choice Advisors April 2001 - May 2002
Skills
Salesforce.com, Excel
Education
University of Arkansas at Little Rock 1988 — 1993
BA, Sociology
Hot Springs High School 1985 — 1988
High School Diploma
Joe Keown Joe Keown's Phoenix Life Insurance Company Experience June 2006 - August 2009
Job Sr. Underwriting Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group November 2013 - Present
Nationwide Financial August 2009 - November 2013
Phoenix Life Insurance Company June 2006 - August 2009
Travelers Life & Annuity/MetLife April 2004 - June 2006
Utica National Insurance Group February 2000 - December 2003
The MONY Group/Mutual of New York June 1984 - February 2000
Skills
Underwriting, Insurance, Life Insurance, Team Leadership, Management, Long-term Care, Trumpet, Conducting, Jazz, Chamber Music, Orchestral Music, Positive Outlook, Humorist
Education
University of Wisconsin-Madison 1978 — 1980
Master of Music (M.M.), Trumpet Performance
University of New Hampshire
Bachelor of Science (B.S.), Music Education
Lincoln Financial Group November 2013 - Present
Nationwide Financial August 2009 - November 2013
Phoenix Life Insurance Company June 2006 - August 2009
Travelers Life & Annuity/MetLife April 2004 - June 2006
Utica National Insurance Group February 2000 - December 2003
The MONY Group/Mutual of New York June 1984 - February 2000
Skills
Underwriting, Insurance, Life Insurance, Team Leadership, Management, Long-term Care, Trumpet, Conducting, Jazz, Chamber Music, Orchestral Music, Positive Outlook, Humorist
Education
University of Wisconsin-Madison 1978 — 1980
Master of Music (M.M.), Trumpet Performance
University of New Hampshire
Bachelor of Science (B.S.), Music Education
Stephen Libby Stephen Libby's Phoenix Life Insurance Company Experience 1971 - 2006
Job Brokerage Director at M & M Brokerage Services, Inc
Industry Insurance
Experience
M & M Brokerage Services, Inc January 2008 - Present
Yeshiva University January 2008 - Present
Lincoln Financal Securities 2006 - 2012
FSP 2000 - 2012
First Choice Brokerage 2006 - 2008
Phoenix Mutual Life 1975 - 2006
Phoenix Life Insurance Company 1971 - 2006
Skills
Golf, Estate Planning, Succession Planning, Insurance, Underwriting, Deferred Compensation, Retirement, Fixed Annuities
Education
University of Minnesota - Carlson School of Management 1966 — 1970
BS, Business Administration
Benilde High School 1962 — 1966
M & M Brokerage Services, Inc January 2008 - Present
Yeshiva University January 2008 - Present
Lincoln Financal Securities 2006 - 2012
FSP 2000 - 2012
First Choice Brokerage 2006 - 2008
Phoenix Mutual Life 1975 - 2006
Phoenix Life Insurance Company 1971 - 2006
Skills
Golf, Estate Planning, Succession Planning, Insurance, Underwriting, Deferred Compensation, Retirement, Fixed Annuities
Education
University of Minnesota - Carlson School of Management 1966 — 1970
BS, Business Administration
Benilde High School 1962 — 1966
Kate DeSimone Kate DeSimone's Phoenix Life Insurance Company Experience 2003 - 2005
Job
Industry Insurance
Experience
Lincoln Financial Group July 2010 - Present
Lincoln Financial Group November 2006 - July 2010
Lincoln Financial Distributors February 2005 - November 2006
Phoenix Life Insurance Company 2003 - 2005
Phoenix Life Insurance Company 2002 - 2003
Skills
Series 6, Series 63, Life Insurance, Employee Benefits, Underwriting, Executive Benefit..., CLU, COLI, BOLI, Private Placements
Education
University of Connecticut 1995 — 1999
BA
Lincoln Financial Group July 2010 - Present
Lincoln Financial Group November 2006 - July 2010
Lincoln Financial Distributors February 2005 - November 2006
Phoenix Life Insurance Company 2003 - 2005
Phoenix Life Insurance Company 2002 - 2003
Skills
Series 6, Series 63, Life Insurance, Employee Benefits, Underwriting, Executive Benefit..., CLU, COLI, BOLI, Private Placements
Education
University of Connecticut 1995 — 1999
BA
NORMA DRENNEN, MBA NORMA DRENNEN, MBA's Phoenix Life Insurance Company Experience December 2014 - Present
Job Operations Manager at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company December 2014 - Present
Lincoln Financial Group March 2014 - December 2014
MetLife May 2004 - November 2013
ING March 1998 - May 2004
Aetna 1993 - 1998
Skills
Series 26, Series 63, Series 6, Risk Management, Fixed Annuities, Financial Services, Strategy, Training, Project Management, Quality Assurance, Insurance, Mutual Funds, Retirement, Securities, Retirement Planning, FINRA, Process Improvement, Management, Leadership, Employee Benefits
Education
Saint Joseph College
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Hartford
Master of Business Administration (MBA), Business Administration and Management, General
Phoenix Life Insurance Company December 2014 - Present
Lincoln Financial Group March 2014 - December 2014
MetLife May 2004 - November 2013
ING March 1998 - May 2004
Aetna 1993 - 1998
Skills
Series 26, Series 63, Series 6, Risk Management, Fixed Annuities, Financial Services, Strategy, Training, Project Management, Quality Assurance, Insurance, Mutual Funds, Retirement, Securities, Retirement Planning, FINRA, Process Improvement, Management, Leadership, Employee Benefits
Education
Saint Joseph College
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Hartford
Master of Business Administration (MBA), Business Administration and Management, General
Kelley Gay's Phoenix Life Insurance Company Experience May 1998 - July 2000
Job Corporate and Distribution Marketing Leader
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. May 2014 - Present
OneAmerica Financial Partners Inc. March 2013 - Present
OneAmerica Financial Partners Inc. May 2011 - October 2013
MassMutual Financial Group May 2010 - May 2011
MassMutual Financial Group March 2008 - May 2010
Kelley Communications LLC July 2007 - March 2008
MassMutual September 2001 - October 2006
Smith Barney July 2000 - September 2002
Phoenix Life Insurance Company May 1998 - July 2000
Skills
Product Marketing, Segmentation, Selling Skills, Fixed Annuities, Insurance, Financial Services, Retirement, Series 7, Life Insurance, Retirement Planning, Disability Insurance, Leadership, Marketing Strategy, Program Management, Strategy, Training, Marketing, Copywriting, Series 63, Underwriting, College Basketball, Strategic Financial..., Strategic Planning, Mergers & Acquisitions, Series 6, Small Business, Finance, Public Relations
Education
University of Connecticut 1994 — 1998
Bachelors, English
Londonderry High
OneAmerica Financial Partners Inc. May 2014 - Present
OneAmerica Financial Partners Inc. March 2013 - Present
OneAmerica Financial Partners Inc. May 2011 - October 2013
MassMutual Financial Group May 2010 - May 2011
MassMutual Financial Group March 2008 - May 2010
Kelley Communications LLC July 2007 - March 2008
MassMutual September 2001 - October 2006
Smith Barney July 2000 - September 2002
Phoenix Life Insurance Company May 1998 - July 2000
Skills
Product Marketing, Segmentation, Selling Skills, Fixed Annuities, Insurance, Financial Services, Retirement, Series 7, Life Insurance, Retirement Planning, Disability Insurance, Leadership, Marketing Strategy, Program Management, Strategy, Training, Marketing, Copywriting, Series 63, Underwriting, College Basketball, Strategic Financial..., Strategic Planning, Mergers & Acquisitions, Series 6, Small Business, Finance, Public Relations
Education
University of Connecticut 1994 — 1998
Bachelors, English
Londonderry High
Ashish Sondhi Ashish Sondhi's Phoenix Life Insurance Company Experience June 2005 - August 2005
Job Health Care Actuary at Aon Hewitt
Industry Management Consulting
Experience
Aon Hewitt October 2010 - Present
Hewitt Associates June 2006 - September 2010
Phoenix Life Insurance Company June 2005 - August 2005
Skills
Healthcare, Managed Care, Actuarial, Actuarial Science, Mathematics, Employee Benefits, Health Insurance, Insurance, Microsoft Excel, Strategy, Data Analysis, Business Planning, Pensions, ALM, Risk Management
Education
University of Connecticut 2004 — 2006
Masters, Mathematics (Actuarial Science)
Government Engineering College, Bilaspur, India 1997 — 2001
Bachelors in Engineering, Mechanical Engineering
Campion School, Bhopal 1990 — 1997
Aon Hewitt October 2010 - Present
Hewitt Associates June 2006 - September 2010
Phoenix Life Insurance Company June 2005 - August 2005
Skills
Healthcare, Managed Care, Actuarial, Actuarial Science, Mathematics, Employee Benefits, Health Insurance, Insurance, Microsoft Excel, Strategy, Data Analysis, Business Planning, Pensions, ALM, Risk Management
Education
University of Connecticut 2004 — 2006
Masters, Mathematics (Actuarial Science)
Government Engineering College, Bilaspur, India 1997 — 2001
Bachelors in Engineering, Mechanical Engineering
Campion School, Bhopal 1990 — 1997
Scott Lowe Scott Lowe's Phoenix Life Insurance Company Experience 2004 - 2007
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company August 2014 - Present
AIG November 2012 - August 2014
AXA July 2007 - November 2011
Lincoln Financial Distributors 2006 - 2007
Phoenix Life Insurance Company 2004 - 2007
Phoenix Life Insurance Company September 2000 - August 2004
Phoenix Life Insurance Company 1995 - 2000
Skills
Life Insurance, Term Life Insurance, Retirement, Retirement Planning, Series 6, Long-term Care, Estate Planning, Series 63, Series 26, 401k, advanced sales training, Business Development, Business Planning, Consultative Sales..., Financial Products, Legacy Strategies, Linkedin Training, Survivorship Life, Retirement Strategies
Education
University of Georgia - Terry College of Business 2002 — 2005
BBA, Finance
Pacific Life Insurance Company August 2014 - Present
AIG November 2012 - August 2014
AXA July 2007 - November 2011
Lincoln Financial Distributors 2006 - 2007
Phoenix Life Insurance Company 2004 - 2007
Phoenix Life Insurance Company September 2000 - August 2004
Phoenix Life Insurance Company 1995 - 2000
Skills
Life Insurance, Term Life Insurance, Retirement, Retirement Planning, Series 6, Long-term Care, Estate Planning, Series 63, Series 26, 401k, advanced sales training, Business Development, Business Planning, Consultative Sales..., Financial Products, Legacy Strategies, Linkedin Training, Survivorship Life, Retirement Strategies
Education
University of Georgia - Terry College of Business 2002 — 2005
BBA, Finance
Taiping Ye Taiping Ye's Phoenix Life Insurance Company Experience May 2013 - September 2014
Job Adjunct Professor at Columbia University in the City of New York
Industry Financial Services
Experience
Columbia University in the City of New York September 2015 - Present
Prudential Financial September 2014 - Present
Columbia University in the City of New York January 2015 - May 2015
Phoenix Life Insurance Company May 2013 - September 2014
Phoenix Life Insurance Company May 2011 - May 2013
The Hartford 2009 - May 2011
Phoenix Life Insurance Company 2007 - 2009
Phoenix Life Insurance Company 2006 - 2007
Commerce Insurance Company 2005 - 2006
Eastern Connecticut State University 2002 - 2005
Skills
Risk Management, Portfolio Management, Derivatives Trading, Numerix Portfolio,..., Matlab, C, C++, C#, Java, VB,..., SQL, Bloomberg Terminal, Microsoft Office..., MoSes,TAS95, CMS BondEdge, $=∑+-×÷∫π¥d€
Education
The University of Connecticut
PhD, Mathematics
The University of Connecticut
MS, Computer Science and Engineering
Columbia University in the City of New York September 2015 - Present
Prudential Financial September 2014 - Present
Columbia University in the City of New York January 2015 - May 2015
Phoenix Life Insurance Company May 2013 - September 2014
Phoenix Life Insurance Company May 2011 - May 2013
The Hartford 2009 - May 2011
Phoenix Life Insurance Company 2007 - 2009
Phoenix Life Insurance Company 2006 - 2007
Commerce Insurance Company 2005 - 2006
Eastern Connecticut State University 2002 - 2005
Skills
Risk Management, Portfolio Management, Derivatives Trading, Numerix Portfolio,..., Matlab, C, C++, C#, Java, VB,..., SQL, Bloomberg Terminal, Microsoft Office..., MoSes,TAS95, CMS BondEdge, $=∑+-×÷∫π¥d€
Education
The University of Connecticut
PhD, Mathematics
The University of Connecticut
MS, Computer Science and Engineering
Justin Doppler Justin Doppler's Phoenix Life Insurance Company Experience March 2006 - May 2009
Job Agency Owner at Doppler Financial Inc.
Industry Insurance
Experience
Doppler Financial - Allstate Agency May 2010 - Present
Allstate Financial June 2009 - June 2010
Phoenix Life Insurance Company March 2006 - May 2009
Prudential Financial August 2000 - January 2006
Prudential Financial August 2000 - June 2003
Skills
Disability Insurance, Life Insurance, Fixed Annuities, Retirement, Term Life Insurance, Financial Services, Wealth Management, Retirement Planning, Insurance
Education
University of Maine 1996 — 2000
Bachelor's, Business Administration
Rancocas Valley Regional High School 1992 — 1996
Doppler Financial - Allstate Agency May 2010 - Present
Allstate Financial June 2009 - June 2010
Phoenix Life Insurance Company March 2006 - May 2009
Prudential Financial August 2000 - January 2006
Prudential Financial August 2000 - June 2003
Skills
Disability Insurance, Life Insurance, Fixed Annuities, Retirement, Term Life Insurance, Financial Services, Wealth Management, Retirement Planning, Insurance
Education
University of Maine 1996 — 2000
Bachelor's, Business Administration
Rancocas Valley Regional High School 1992 — 1996
Alex Marion Alex Marion's Phoenix Life Insurance Company Experience April 2011 - June 2013
Job Vice President, Capital Markets Hedging at Prudential Financial
Industry Capital Markets
Experience
Prudential Financial June 2015 - Present
Numerix January 2014 - June 2015
Numerix June 2013 - January 2014
Phoenix Life Insurance Company April 2011 - June 2013
Milliman March 2008 - January 2011
Great American Financial Resources July 2006 - March 2008
Skills
Financial Risk, Risk Management, Derivatives, Hedging, Equities, Valuation, VBA, Options, Portfolio Management, Finance, R, ALM, Quantitative Finance, Actuarial Science, Numerix, Hedge Funds, Mutual Funds, Investments, Volatility, Python, Financial Engineering, MG-ALFA, Monte Carlo Simulation, Financial Risk..., Variable Annuities, Equity Indexed Annuities, Post-Keynesian Economics, CUDA, Matlab, GPU, US GAAP, IFRS, Solvency II, CVA
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science, Actuarial Science
Prudential Financial June 2015 - Present
Numerix January 2014 - June 2015
Numerix June 2013 - January 2014
Phoenix Life Insurance Company April 2011 - June 2013
Milliman March 2008 - January 2011
Great American Financial Resources July 2006 - March 2008
Skills
Financial Risk, Risk Management, Derivatives, Hedging, Equities, Valuation, VBA, Options, Portfolio Management, Finance, R, ALM, Quantitative Finance, Actuarial Science, Numerix, Hedge Funds, Mutual Funds, Investments, Volatility, Python, Financial Engineering, MG-ALFA, Monte Carlo Simulation, Financial Risk..., Variable Annuities, Equity Indexed Annuities, Post-Keynesian Economics, CUDA, Matlab, GPU, US GAAP, IFRS, Solvency II, CVA
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science, Actuarial Science
Sean Reddy Sean Reddy's Phoenix Life Insurance Company Experience June 2012 - August 2012
Job Actuarial Assistant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
University of Connecticut - Student Affairs Information Technology - HuskyTech January 2011 - December 2013
New York Life Insurance Company January 2013 - March 2013
Phoenix Life Insurance Company June 2012 - August 2012
Education
The University of Connecticut 2010 — 2014
Bachelor's Degree, Mathematics/Actuarial Science
University of Connecticut 2010 — 2014
Bachelor's degree, Mathematics / Actuarial Science
New York Life Insurance Company June 2014 - Present
University of Connecticut - Student Affairs Information Technology - HuskyTech January 2011 - December 2013
New York Life Insurance Company January 2013 - March 2013
Phoenix Life Insurance Company June 2012 - August 2012
Education
The University of Connecticut 2010 — 2014
Bachelor's Degree, Mathematics/Actuarial Science
University of Connecticut 2010 — 2014
Bachelor's degree, Mathematics / Actuarial Science
Cecelia Gerber Cecelia Gerber's Phoenix Life Insurance Company Experience August 2001 - June 2011
Job Fixed Income Trader at Newfleet Asset Management
Industry Investment Management
Experience
Newfleet Asset Management June 2011 - Present
Phoenix Life Insurance Company August 2001 - June 2011
Education
University of Hartford 2005 — 2008
Master of Business Administration (MBA), Finance, General
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1997
BA, Economics
Newfleet Asset Management June 2011 - Present
Phoenix Life Insurance Company August 2001 - June 2011
Education
University of Hartford 2005 — 2008
Master of Business Administration (MBA), Finance, General
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1997
BA, Economics
LeRoy Decker, FLMI LeRoy Decker, FLMI's Phoenix Life Insurance Company Experience 2008 - 2008
Job Senior Life Underwriting Specialist
Industry Insurance
Experience
Nationwide Insurance June 2015 - Present
MassMutual Financial Group June 2014 - June 2015
Univita Health Inc November 2012 - June 2014
Wellesley Financial Group & Insurance Agency 2009 - 2013
Phoenix Life Insurance Company 2008 - 2008
Sun Life Financial 2004 - 2008
State Farm Insurance 2003 - 2004
Wellesley Financial Group & Insurance Agency 1996 - 2001
Skills
Long-term Care, Disability Insurance, Cash Value Life..., BOLI, Annuities, Equities, IRAs, 401k Rollovers, Underwriting, Risk Assessment, Risk Management, Employee Benefits, Training, Fixed Annuities, Insurance, Long Term Care Insurance, Leadership, Sales, Life Insurance, Health Insurance
Education
Life Management Institute
FLMI
University of Maine 1990 — 1995
Bachelor of Science (BSc)
Walpole High School, Walpole MA 1986 — 1990
Nationwide Insurance June 2015 - Present
MassMutual Financial Group June 2014 - June 2015
Univita Health Inc November 2012 - June 2014
Wellesley Financial Group & Insurance Agency 2009 - 2013
Phoenix Life Insurance Company 2008 - 2008
Sun Life Financial 2004 - 2008
State Farm Insurance 2003 - 2004
Wellesley Financial Group & Insurance Agency 1996 - 2001
Skills
Long-term Care, Disability Insurance, Cash Value Life..., BOLI, Annuities, Equities, IRAs, 401k Rollovers, Underwriting, Risk Assessment, Risk Management, Employee Benefits, Training, Fixed Annuities, Insurance, Long Term Care Insurance, Leadership, Sales, Life Insurance, Health Insurance
Education
Life Management Institute
FLMI
University of Maine 1990 — 1995
Bachelor of Science (BSc)
Walpole High School, Walpole MA 1986 — 1990
LaGrasse, John LaGrasse, John's Phoenix Life Insurance Company Experience November 2004 - May 2009
Job Practice Head at Tata Consultancy Services
Industry Financial Services
Experience
Tata Consultancy Services June 2014 - Present
Self Employed November 2013 - June 2014
The Phoenix Companies, Inc May 2009 - October 2013
Phoenix Life Insurance Company November 2004 - May 2009
AIG - American General 1996 - 2002
Citicorp Insurance/Investment Services 1986 - 1996
Ernst & Whinney 1982 - 1986
Procter & Gamble 1974 - 1982
United States Navy 1970 - 1974
Skills
Insurance, Process Improvement, Risk Management, IT Strategy, Vendor Management, Visio, Business Strategy, CRM, Life Insurance, Financial Services, Business Planning, Mergers & Acquisitions, Portfolio Management, Consulting, Business Development, Team Leadership, Management, Contract Negotiation, Enterprise Risk..., Disaster Recovery, SDLC, Management Consulting, Leadership, Project Management, Business Process..., Integration, Outsourcing, Banking, Operations Management, Business Analysis, Requirements Analysis, Employee Benefits, Team Building, Analysis, Change Management, Business Intelligence, IT Management, PMO, Software Project..., Project Portfolio..., Strategic Planning, Enterprise Architecture, Cross-functional Team..., Marketing, Business Process, Strategy, Program Management, Governance, PMP
Education
University of Missouri-Rolla 1967 — 1970
Bachelor of Science, Computer Science
University of Missouri-Rolla 1967 — 1970
Bachelor of Science (BS), Computer Science
Tata Consultancy Services June 2014 - Present
Self Employed November 2013 - June 2014
The Phoenix Companies, Inc May 2009 - October 2013
Phoenix Life Insurance Company November 2004 - May 2009
AIG - American General 1996 - 2002
Citicorp Insurance/Investment Services 1986 - 1996
Ernst & Whinney 1982 - 1986
Procter & Gamble 1974 - 1982
United States Navy 1970 - 1974
Skills
Insurance, Process Improvement, Risk Management, IT Strategy, Vendor Management, Visio, Business Strategy, CRM, Life Insurance, Financial Services, Business Planning, Mergers & Acquisitions, Portfolio Management, Consulting, Business Development, Team Leadership, Management, Contract Negotiation, Enterprise Risk..., Disaster Recovery, SDLC, Management Consulting, Leadership, Project Management, Business Process..., Integration, Outsourcing, Banking, Operations Management, Business Analysis, Requirements Analysis, Employee Benefits, Team Building, Analysis, Change Management, Business Intelligence, IT Management, PMO, Software Project..., Project Portfolio..., Strategic Planning, Enterprise Architecture, Cross-functional Team..., Marketing, Business Process, Strategy, Program Management, Governance, PMP
Education
University of Missouri-Rolla 1967 — 1970
Bachelor of Science, Computer Science
University of Missouri-Rolla 1967 — 1970
Bachelor of Science (BS), Computer Science
Jamie Rubino's Phoenix Life Insurance Company Experience April 2008 - January 2010
Job Internal Sales Consultant at Saybrus Partners
Industry Insurance
Experience
Saybrus Partners January 2010 - Present
Phoenix Life Insurance Company April 2008 - January 2010
Phoenix Life Insurance Company October 2002 - April 2008
Phoenix Life Insurance Company August 2002 - October 2002
Skills
Insurance, Fixed Annuities, Life Insurance, Retirement, Sales, Sales Operations, Management, Series 6, Long-term Care, Marketing, Retirement Planning, Term Life Insurance, 401k, Series 7, Investments, Mutual Funds
Education
University of California, San Diego 1996 — 2000
BA, Psychology
Saybrus Partners January 2010 - Present
Phoenix Life Insurance Company April 2008 - January 2010
Phoenix Life Insurance Company October 2002 - April 2008
Phoenix Life Insurance Company August 2002 - October 2002
Skills
Insurance, Fixed Annuities, Life Insurance, Retirement, Sales, Sales Operations, Management, Series 6, Long-term Care, Marketing, Retirement Planning, Term Life Insurance, 401k, Series 7, Investments, Mutual Funds
Education
University of California, San Diego 1996 — 2000
BA, Psychology
Scott VanAlstyne Scott VanAlstyne's Phoenix Life Insurance Company Experience May 1997 - April 2000
Job Financial Operations Executive at J.P. Morgan | Reference Data Management | Asset Servicing Operations Leader
Industry Financial Services
Experience
J.P. Morgan 2000 - Present
Phoenix Life Insurance Company May 1997 - April 2000
Merrill Lynch August 1995 - April 1997
Skills
Reference Data, International Project..., Asset Data Migration, Resource Management, Business Process..., Compliance, Process Optimization, Stakeholder Management, Vendor Management, Asset Pricing, Reference Data..., Project Management, Product Development, Fixed Income, Derivatives, Mutual Funds, Securities, Product Management, Financial Services, Equities, Management, Strategy, Risk Management
Education
The University of Connecticut
Bachelor of Arts, Economics
J.P. Morgan 2000 - Present
Phoenix Life Insurance Company May 1997 - April 2000
Merrill Lynch August 1995 - April 1997
Skills
Reference Data, International Project..., Asset Data Migration, Resource Management, Business Process..., Compliance, Process Optimization, Stakeholder Management, Vendor Management, Asset Pricing, Reference Data..., Project Management, Product Development, Fixed Income, Derivatives, Mutual Funds, Securities, Product Management, Financial Services, Equities, Management, Strategy, Risk Management
Education
The University of Connecticut
Bachelor of Arts, Economics
Gregory Ehrhardt Gregory Ehrhardt's Phoenix Life Insurance Company Experience June 2003 - August 2003
Job Senior Marketing Analyst at Really Good Stuff, Inc.
Industry Retail
Experience
Really Good Stuff, Inc. August 2004 - Present
Phoenix Life Insurance Company June 2003 - August 2003
Skills
Microsoft Excel, Email Marketing, Marketing Strategy, Leadership, Analysis, Strategic Planning, E-commerce, Catalog Circulation, Budget Forecasts, Access, SAS Enterprise Guide, Product Analysis, Data Analysis, Microsoft Office, Microsoft Access
Education
University of Connecticut 2000 — 2004
Bachelor of Science (B.S.), Actuarial Science
Really Good Stuff, Inc. August 2004 - Present
Phoenix Life Insurance Company June 2003 - August 2003
Skills
Microsoft Excel, Email Marketing, Marketing Strategy, Leadership, Analysis, Strategic Planning, E-commerce, Catalog Circulation, Budget Forecasts, Access, SAS Enterprise Guide, Product Analysis, Data Analysis, Microsoft Office, Microsoft Access
Education
University of Connecticut 2000 — 2004
Bachelor of Science (B.S.), Actuarial Science
Michael Woodward Michael Woodward's Phoenix Life Insurance Company Experience June 2003 - September 2005
Job Vice President for Wyndham Hotel Group
Industry Hospitality
Experience
Wyndham Hotel Group January 2007 - Present
Pfizer Pharmaceuticals 2004 - 2007
Phoenix Life Insurance Company June 2003 - September 2005
Skills
Hotels, Budgets, Strategic Planning, New Business Development, Negotiation, Hospitality, Franchising, Contract Negotiation, Sales Management, Sales, Marketing Strategy, Team Building, Marketing, Business Planning, Management
Education
The University of Connecticut 1999 — 2003
Economics
University of Connecticut 1999 — 2003
B.A., Economics
Wyndham Hotel Group January 2007 - Present
Pfizer Pharmaceuticals 2004 - 2007
Phoenix Life Insurance Company June 2003 - September 2005
Skills
Hotels, Budgets, Strategic Planning, New Business Development, Negotiation, Hospitality, Franchising, Contract Negotiation, Sales Management, Sales, Marketing Strategy, Team Building, Marketing, Business Planning, Management
Education
The University of Connecticut 1999 — 2003
Economics
University of Connecticut 1999 — 2003
B.A., Economics
Ainul Shafiqah Shafie Ainul Shafiqah Shafie's Phoenix Life Insurance Company Experience June 2009 - August 2010
Job Senior Actuarial Assistant at Allianz
Industry Financial Services
Experience
Allianz August 2011 - Present
PwC Consulting June 2010 - August 2010
Phoenix Life Insurance Company June 2009 - August 2010
Skills
Embedded Value, Hedging, Actuarial Science, Financial Risk..., VBA, Actuaries, Financial Risk, Financial Modeling, Life Insurance, Variable Annuities, Investments, Equity Derivatives
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (B.Sc.), Actuarial Science
Allianz August 2011 - Present
PwC Consulting June 2010 - August 2010
Phoenix Life Insurance Company June 2009 - August 2010
Skills
Embedded Value, Hedging, Actuarial Science, Financial Risk..., VBA, Actuaries, Financial Risk, Financial Modeling, Life Insurance, Variable Annuities, Investments, Equity Derivatives
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (B.Sc.), Actuarial Science
Brenda Harrison's Phoenix Life Insurance Company Experience August 2000 - October 2003
Job Senior Recruiter at GE Healthcare
Industry Staffing and Recruiting
Experience
GE Healthcare - KellyOCG RPO June 2014 - Present
Randstad Sourceright US March 2010 - April 2014
Sapphire Technologies, a Randstad company April 2009 - October 2009
Spherion - currently Randstad Sourceright US March 2006 - March 2009
Textron Financial 2005 - 2006
Beekley Corporation July 2004 - July 2005
Phoenix Life Insurance Company August 2000 - October 2003
Duramed Pharmaceuticals June 1996 - July 2000
Skills
Recruiting, Technical Recruiting, Leadership, Applicant Tracking..., Sourcing, Management, Corporate Recruiting, Contract Recruitment, Human Resources, Employee Relations, Employee Benefits, Temporary Placement, Vendor Management, PeopleSoft, Talent Acquisition, Interviews, Internet Recruiting, Hiring
Education
University of Cincinnati-Raymond Walters College
GE Healthcare - KellyOCG RPO June 2014 - Present
Randstad Sourceright US March 2010 - April 2014
Sapphire Technologies, a Randstad company April 2009 - October 2009
Spherion - currently Randstad Sourceright US March 2006 - March 2009
Textron Financial 2005 - 2006
Beekley Corporation July 2004 - July 2005
Phoenix Life Insurance Company August 2000 - October 2003
Duramed Pharmaceuticals June 1996 - July 2000
Skills
Recruiting, Technical Recruiting, Leadership, Applicant Tracking..., Sourcing, Management, Corporate Recruiting, Contract Recruitment, Human Resources, Employee Relations, Employee Benefits, Temporary Placement, Vendor Management, PeopleSoft, Talent Acquisition, Interviews, Internet Recruiting, Hiring
Education
University of Cincinnati-Raymond Walters College
Douglas Denyer Douglas Denyer's Phoenix Life Insurance Company Experience August 1988 - April 1999
Job Chief Financial Officer at Waterton Associates, LLC
Industry Real Estate
Experience
Waterton Associates, LLC January 2013 - Present
Henderson Global Investors April 1999 - December 2012
Phoenix Life Insurance Company August 1988 - April 1999
Skills
University of..., FINRA Series 27 and 63,..., National Uniform..., Real Estate, Asset Management, Financial Analysis, Investments, Finance, Due Diligence, Valuation, Financial Modeling, Budgets, Financial Reporting
Education
The University of Connecticut 1979 — 1983
Bachelor of Science (B.S.), Accounting
Waterton Associates, LLC January 2013 - Present
Henderson Global Investors April 1999 - December 2012
Phoenix Life Insurance Company August 1988 - April 1999
Skills
University of..., FINRA Series 27 and 63,..., National Uniform..., Real Estate, Asset Management, Financial Analysis, Investments, Finance, Due Diligence, Valuation, Financial Modeling, Budgets, Financial Reporting
Education
The University of Connecticut 1979 — 1983
Bachelor of Science (B.S.), Accounting
Brendan Russell's Phoenix Life Insurance Company Experience January 2006 - May 2009
Job Deployment Specialist at State Farm
Industry Insurance
Experience
State Farm February 2013 - Present
State Farm May 2009 - February 2013
Phoenix Life Insurance Company January 2006 - May 2009
Skills
Property & Casualty..., Insurance, Life Insurance, Variable Annuities, Fixed Annuities, Technology Integration, Salesforce.com, Salesforce Training, Disability Insurance, Health Insurance, Term Life Insurance, Casualty
Education
State University of New York at Albany 2002 — 2006
Bachelor of Arts (BA), American History (United States)
State Farm February 2013 - Present
State Farm May 2009 - February 2013
Phoenix Life Insurance Company January 2006 - May 2009
Skills
Property & Casualty..., Insurance, Life Insurance, Variable Annuities, Fixed Annuities, Technology Integration, Salesforce.com, Salesforce Training, Disability Insurance, Health Insurance, Term Life Insurance, Casualty
Education
State University of New York at Albany 2002 — 2006
Bachelor of Arts (BA), American History (United States)
Jon Hudson Jon Hudson's Phoenix Life Insurance Company Experience April 2013 - Present
Job 2VP IT Infrastructure at Phoenix Life Insurance Company
Industry Information Technology and Services
Experience
Phoenix Life Insurance Company April 2013 - Present
Hewlett-Packard January 2012 - April 2013
HP Enterprise Services January 2007 - April 2013
HP Enterprise Services November 2010 - January 2011
Electronic Data Systems 2001 - 2005
Sabre Holdings 1998 - 2004
Sabre Inc 1998 - 2003
US Airways 1990 - 1997
USAirways 1990 - 1997
Skills
ITIL, Insurance, IT Service Management, Leadership, Service Delivery, HP, IT Outsourcing
Education
University of Connecticut
Bachelors of Science, School of Engineering
Phoenix Life Insurance Company April 2013 - Present
Hewlett-Packard January 2012 - April 2013
HP Enterprise Services January 2007 - April 2013
HP Enterprise Services November 2010 - January 2011
Electronic Data Systems 2001 - 2005
Sabre Holdings 1998 - 2004
Sabre Inc 1998 - 2003
US Airways 1990 - 1997
USAirways 1990 - 1997
Skills
ITIL, Insurance, IT Service Management, Leadership, Service Delivery, HP, IT Outsourcing
Education
University of Connecticut
Bachelors of Science, School of Engineering
Bob Fix, CRPC Bob Fix, CRPC's Phoenix Life Insurance Company Experience 2000 - 2004
Job Vice President of Sales at CNL Securities Corp.
Industry Investment Management
Experience
CNL Securities Corp. February 2014 - Present
J.P. Morgan July 2012 - February 2014
DWS Investments August 2004 - July 2012
Phoenix Life Insurance Company 2000 - 2004
Nationwide Financial September 1998 - December 2000
Provident Life & Accident 1990 - 1995
Skills
Mutual Funds, Series 63, Series 7, Investments, Alternative Investments, Asset Allocation, Separately Managed..., Fixed Annuities, Asset Management, Strategic Financial..., Series 24, Retirement, Retirement Planning, 401k, FINRA, Investment Strategies, Uniform Combined State..., Series 65, Financial Advisory, Securities, Wealth Management, Wholesale, Estate Planning, Investment Advisory, Annuities, Wholesaling
Education
University of Oregon - Charles H. Lundquist College of Business
BS, Finance, General
CNL Securities Corp. February 2014 - Present
J.P. Morgan July 2012 - February 2014
DWS Investments August 2004 - July 2012
Phoenix Life Insurance Company 2000 - 2004
Nationwide Financial September 1998 - December 2000
Provident Life & Accident 1990 - 1995
Skills
Mutual Funds, Series 63, Series 7, Investments, Alternative Investments, Asset Allocation, Separately Managed..., Fixed Annuities, Asset Management, Strategic Financial..., Series 24, Retirement, Retirement Planning, 401k, FINRA, Investment Strategies, Uniform Combined State..., Series 65, Financial Advisory, Securities, Wealth Management, Wholesale, Estate Planning, Investment Advisory, Annuities, Wholesaling
Education
University of Oregon - Charles H. Lundquist College of Business
BS, Finance, General
Tony Laudato's Phoenix Life Insurance Company Experience 1994 - 2000
Job Vice President, Marketing Actuary at Hannover Re
Industry Financial Services
Experience
Hannover Re July 2012 - Present
The Newport Group March 2011 - July 2012
AEGON July 2008 - March 2011
Lincoln Financial Group January 2006 - July 2008
Lincoln Financial Group January 2003 - January 2006
Lincoln Financial Group January 2002 - 2003
Lincoln Financial Group 2000 - 2002
Phoenix Life Insurance Company 1994 - 2000
Skills
Actuarial, Risk Management, Product Development, Reinsurance, Product Life Cycle..., Annuities, Product Innovation, Innovation Management, Long Term Care, Talent Development, Financial Management, Financial Planning, Product Strategy, Product Design, Product Marketing, Customer Service, Sales Management, Actuarial Science, Relationship Development, Building Relationships, Change Management, Account Management, New Business Development, Business Strategy, Business Analysis, Strategic Consulting, Consultative Selling, Mergers, Fixed Annuities, Strategic Financial..., Long-term Care, Product Management, Mergers & Acquisitions, Talent Management, Strategic Planning, Insurance, Life Insurance, Variable Annuities, Retirement, Employee Benefits, Leadership, Financial Risk, Analysis, Pricing, Management, Finance, Managerial Finance, Financial Services
Education
University of Hartford 1990 — 1994
BS, Mathematics, Actuarial Science, English
Hannover Re July 2012 - Present
The Newport Group March 2011 - July 2012
AEGON July 2008 - March 2011
Lincoln Financial Group January 2006 - July 2008
Lincoln Financial Group January 2003 - January 2006
Lincoln Financial Group January 2002 - 2003
Lincoln Financial Group 2000 - 2002
Phoenix Life Insurance Company 1994 - 2000
Skills
Actuarial, Risk Management, Product Development, Reinsurance, Product Life Cycle..., Annuities, Product Innovation, Innovation Management, Long Term Care, Talent Development, Financial Management, Financial Planning, Product Strategy, Product Design, Product Marketing, Customer Service, Sales Management, Actuarial Science, Relationship Development, Building Relationships, Change Management, Account Management, New Business Development, Business Strategy, Business Analysis, Strategic Consulting, Consultative Selling, Mergers, Fixed Annuities, Strategic Financial..., Long-term Care, Product Management, Mergers & Acquisitions, Talent Management, Strategic Planning, Insurance, Life Insurance, Variable Annuities, Retirement, Employee Benefits, Leadership, Financial Risk, Analysis, Pricing, Management, Finance, Managerial Finance, Financial Services
Education
University of Hartford 1990 — 1994
BS, Mathematics, Actuarial Science, English
Jack Sharry Jack Sharry's Phoenix Life Insurance Company Experience 1995 - 2008
Job Executive Vice President at LifeYield, LLC
Industry Financial Services
Experience
MMI October 2014 - Present
LifeYield LLC November 2008 - Present
Becket-Chimney Corners YMCA Camps 2005 - July 2013
The Phoenix Companies November 2004 - August 2008
Phoenix Life Insurance Company 1995 - 2008
Phoenix Investment Partners 1995 - 2004
Putnam Investments December 1992 - November 1995
Morgan Stanley September 1985 - December 1992
Dean Witter 1985 - 1992
The Holden Group 1983 - 1985
Skills
Wealth Management, Series 7, Asset Managment, Alternative Investments, Asset Allocation, Series 63, Investments, Mutual Funds, Fixed Annuities, Retirement, Business Strategy, Financial Services, ETFs, Asset Management, Securities, Financial Advisory, Retirement Planning, Investment Management, 401k, Portfolio Management, Insurance, Strategy, Investment Advisory, Hedge Funds, Series 24, Estate Planning, FINRA, Investment Strategies, Personal Finance, Series 6, Separately Managed..., Series 65, Equities, Strategic Financial..., Product Marketing, Product Management, Bonds, Leadership, Relationship Management, Wealth, Investor Relations, Financial Planning
Education
The University of Connecticut 1970 — 1974
BA, English
MMI October 2014 - Present
LifeYield LLC November 2008 - Present
Becket-Chimney Corners YMCA Camps 2005 - July 2013
The Phoenix Companies November 2004 - August 2008
Phoenix Life Insurance Company 1995 - 2008
Phoenix Investment Partners 1995 - 2004
Putnam Investments December 1992 - November 1995
Morgan Stanley September 1985 - December 1992
Dean Witter 1985 - 1992
The Holden Group 1983 - 1985
Skills
Wealth Management, Series 7, Asset Managment, Alternative Investments, Asset Allocation, Series 63, Investments, Mutual Funds, Fixed Annuities, Retirement, Business Strategy, Financial Services, ETFs, Asset Management, Securities, Financial Advisory, Retirement Planning, Investment Management, 401k, Portfolio Management, Insurance, Strategy, Investment Advisory, Hedge Funds, Series 24, Estate Planning, FINRA, Investment Strategies, Personal Finance, Series 6, Separately Managed..., Series 65, Equities, Strategic Financial..., Product Marketing, Product Management, Bonds, Leadership, Relationship Management, Wealth, Investor Relations, Financial Planning
Education
The University of Connecticut 1970 — 1974
BA, English
Judy Duncan Judy Duncan's Phoenix Life Insurance Company Experience 2010 - June 2013
Job Sr Change Management and Readiness Lead for ESP Program at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group June 2014 - Present
GSS Infotech October 2013 - June 2014
Phoenix Life Insurance Company 2010 - June 2013
The Phoenix Companies 2008 - March 2010
MassMutual January 1995 - December 2007
MassMutual May 1999 - July 2003
Skills
Strategy, Cross-functional Team..., Program Management, Leadership, Management, Project Management, Six Sigma, Enterprise Software, Business Strategy, Operations Management, Human Resources, Strategic Planning, Start-ups, Budgets, Product Development, Project Portfolio..., PMO, Business Process..., Consulting, Mergers & Acquisitions, Vendor Management, Change Management, Process Improvement, Insurance, Financial Services
Education
University of Massachusetts, Amherst
MassMutual Financial Group June 2014 - Present
GSS Infotech October 2013 - June 2014
Phoenix Life Insurance Company 2010 - June 2013
The Phoenix Companies 2008 - March 2010
MassMutual January 1995 - December 2007
MassMutual May 1999 - July 2003
Skills
Strategy, Cross-functional Team..., Program Management, Leadership, Management, Project Management, Six Sigma, Enterprise Software, Business Strategy, Operations Management, Human Resources, Strategic Planning, Start-ups, Budgets, Product Development, Project Portfolio..., PMO, Business Process..., Consulting, Mergers & Acquisitions, Vendor Management, Change Management, Process Improvement, Insurance, Financial Services
Education
University of Massachusetts, Amherst
Belinda Monat's Phoenix Life Insurance Company Experience 1990 - 2000
Job Vice President at Computer Sciences Corporation
Industry Insurance
Experience
Computer Sciences Corporation January 2001 - Present
Phoenix Life Insurance Company 1990 - 2000
Skills
Insurance, Outsourcing, IT Strategy, Process Improvement, SDLC, Business Process..., Program Management, Requirements Analysis, Change Management, Vendor Management, Business Analysis, Resource Management, Project Management, PMO, Strategy, Integration, Business Intelligence, Business Process, Service Delivery, Business Transformation, Governance, Management, IT Management, Enterprise Architecture
Education
University of Cape Town
Computer Sciences Corporation January 2001 - Present
Phoenix Life Insurance Company 1990 - 2000
Skills
Insurance, Outsourcing, IT Strategy, Process Improvement, SDLC, Business Process..., Program Management, Requirements Analysis, Change Management, Vendor Management, Business Analysis, Resource Management, Project Management, PMO, Strategy, Integration, Business Intelligence, Business Process, Service Delivery, Business Transformation, Governance, Management, IT Management, Enterprise Architecture
Education
University of Cape Town
Peter Zamuka's Phoenix Life Insurance Company Experience 1984 - 1990
Job Technology Project Manager
Industry Financial Services
Experience
Ajilon Consulting September 2008 - Present
Bank of America August 1997 - June 2008
Transamerica August 1994 - July 1997
Phoenix Life Insurance Company 1984 - 1990
Education
University of Florida 1968 — 1969
Mathematics - Education
University of Hartford 1963 — 1968
MEd, Education & Mathematics
Ajilon Consulting September 2008 - Present
Bank of America August 1997 - June 2008
Transamerica August 1994 - July 1997
Phoenix Life Insurance Company 1984 - 1990
Education
University of Florida 1968 — 1969
Mathematics - Education
University of Hartford 1963 — 1968
MEd, Education & Mathematics
Jennifer Rancourt's Phoenix Life Insurance Company Experience 1998 - 1999
Job Associate Underwriting Director
Industry Insurance
Experience
Lincoln Financial Group March 2007 - Present
Enfield Public School Board of Education November 2011 - November 2013
BISYS September 2002 - April 2007
Mass Mutual Insurance 1999 - 2002
Phoenix Life Insurance Company 1998 - 1999
Prudential Insurance 1996 - 1997
Skills
Underwriting, Insurance, Life Insurance, Term Life Insurance, Risk Management
Education
University of Hartford 1990 — 1994
Bachelor of Science (BS), Actuarial Science
Lincoln Financial Group March 2007 - Present
Enfield Public School Board of Education November 2011 - November 2013
BISYS September 2002 - April 2007
Mass Mutual Insurance 1999 - 2002
Phoenix Life Insurance Company 1998 - 1999
Prudential Insurance 1996 - 1997
Skills
Underwriting, Insurance, Life Insurance, Term Life Insurance, Risk Management
Education
University of Hartford 1990 — 1994
Bachelor of Science (BS), Actuarial Science
Jamie Britt's Phoenix Life Insurance Company Experience May 2011 - February 2014
Job Enterprise Process Analyst Regulatory & EHS at SI Group
Industry Chemicals
Experience
SI Group September 2014 - Present
Phoenix Life Insurance Company May 2011 - February 2014
Phoenix Life Insurance Company February 2009 - May 2011
Phoenix Life Insurance February 2009 - May 2011
Phoenix Life Insurance October 2007 - February 2009
Phoenix Life Insurance Company 2007 - 2009
Phoenix Life Insurance January 2007 - October 2007
Phoenix Life Insurance June 2005 - January 2007
Solomon and Solomon PC July 2004 - June 2005
Skills
Insurance, Life Insurance, Fixed Annuities, Term Life Insurance, Underwriting, Series 6, Retirement Planning, Customer Service, Process Improvement, Retirement, Risk Management, Microsoft Excel, Project Management, Software Documentation, Leadership, CRM, Mutual Funds, Series 63, Financial Services, Employee Benefits
Education
University at Albany, SUNY 1996 — 2001
Bachelor of Arts (B.A.), History
SI Group September 2014 - Present
Phoenix Life Insurance Company May 2011 - February 2014
Phoenix Life Insurance Company February 2009 - May 2011
Phoenix Life Insurance February 2009 - May 2011
Phoenix Life Insurance October 2007 - February 2009
Phoenix Life Insurance Company 2007 - 2009
Phoenix Life Insurance January 2007 - October 2007
Phoenix Life Insurance June 2005 - January 2007
Solomon and Solomon PC July 2004 - June 2005
Skills
Insurance, Life Insurance, Fixed Annuities, Term Life Insurance, Underwriting, Series 6, Retirement Planning, Customer Service, Process Improvement, Retirement, Risk Management, Microsoft Excel, Project Management, Software Documentation, Leadership, CRM, Mutual Funds, Series 63, Financial Services, Employee Benefits
Education
University at Albany, SUNY 1996 — 2001
Bachelor of Arts (B.A.), History
Ming Yao's Phoenix Life Insurance Company Experience July 2002 - May 2008
Job Director and Actuary at Prudential Financial
Industry Insurance
Experience
Prudential Financial January 2013 - Present
Hartford Life 2008 - January 2013
Phoenix Life Insurance Company July 2002 - May 2008
Skills
Actuarial Science
Education
University of Connecticut 2000 — 2002
M.S., Mathematics
Prudential Financial January 2013 - Present
Hartford Life 2008 - January 2013
Phoenix Life Insurance Company July 2002 - May 2008
Skills
Actuarial Science
Education
University of Connecticut 2000 — 2002
M.S., Mathematics
Adam Rivituso, CIMA®,CFP®'s Phoenix Life Insurance Company Experience September 2008 - June 2009
Job AVP, Regional Director Sub Advisory At Scout Investments
Industry Financial Services
Experience
Scout Investments April 2014 - Present
Columbia Management October 2009 - April 2014
Phoenix Life Insurance Company September 2008 - June 2009
Phoenix Life Insurance Company June 2006 - September 2008
Education
University of Rhode Island 2002 — 2006
B.S., International Business and Finance
Scout Investments April 2014 - Present
Columbia Management October 2009 - April 2014
Phoenix Life Insurance Company September 2008 - June 2009
Phoenix Life Insurance Company June 2006 - September 2008
Education
University of Rhode Island 2002 — 2006
B.S., International Business and Finance
Rajesh Kallingal's Phoenix Life Insurance Company Experience May 2004 - March 2009
Job Enterprise Architect | Information and Analytics | Visionary & Leader
Industry Information Technology and Services
Experience
MassMutual Financial Group April 2012 - Present
EDR3 LLC July 2001 - Present
Aetna August 2010 - April 2012
Travelers May 2010 - August 2010
American Tower November 2009 - May 2010
The Hanover Insurance Group July 2009 - October 2009
Phoenix Life Insurance Company May 2004 - March 2009
Mohegan Sun April 2003 - April 2004
MassMutual Financial Group November 2000 - August 2003
Royal and Sunalliace/Orion Captol/EBI Companies April 1998 - October 2000
Skills
Data Warehousing, Business Intelligence, Data Modeling, Enterprise Architecture, ETL, SDLC, Data Warehouse..., Systems Analysis, Data Integration, Cognos, Enterprise Software, Requirements Gathering, DB2, Requirements Analysis, Relational Databases, Business Requirements, Information Management, Solution Architecture, IT Strategy, Software Project..., SOA, Application Architecture, Project Management, Process Improvement, OLAP, Erwin, Agile Methodologies, Master Data Management, Business Process..., Technological Innovation, Resource Management, Dimensional Modeling, TOGAF, ACORD, Datastage, Data Governance, Database Design, Teradata, Metadata Management, Alteryx, Big Data, Analytics, Tableau
Education
Goverment Enginnering College, Thrissur
Bachelor of Science (BS), Electrical and Electronics Engineering
University of Calicut
Bachelor of Science (BS), Electrical & Electronics
MassMutual Financial Group April 2012 - Present
EDR3 LLC July 2001 - Present
Aetna August 2010 - April 2012
Travelers May 2010 - August 2010
American Tower November 2009 - May 2010
The Hanover Insurance Group July 2009 - October 2009
Phoenix Life Insurance Company May 2004 - March 2009
Mohegan Sun April 2003 - April 2004
MassMutual Financial Group November 2000 - August 2003
Royal and Sunalliace/Orion Captol/EBI Companies April 1998 - October 2000
Skills
Data Warehousing, Business Intelligence, Data Modeling, Enterprise Architecture, ETL, SDLC, Data Warehouse..., Systems Analysis, Data Integration, Cognos, Enterprise Software, Requirements Gathering, DB2, Requirements Analysis, Relational Databases, Business Requirements, Information Management, Solution Architecture, IT Strategy, Software Project..., SOA, Application Architecture, Project Management, Process Improvement, OLAP, Erwin, Agile Methodologies, Master Data Management, Business Process..., Technological Innovation, Resource Management, Dimensional Modeling, TOGAF, ACORD, Datastage, Data Governance, Database Design, Teradata, Metadata Management, Alteryx, Big Data, Analytics, Tableau
Education
Goverment Enginnering College, Thrissur
Bachelor of Science (BS), Electrical and Electronics Engineering
University of Calicut
Bachelor of Science (BS), Electrical & Electronics
Jeff Blocker's Phoenix Life Insurance Company Experience 1996 - 1998
Job Aflac District Sales Coordinator
Industry Insurance
Experience
Aflac July 2005 - Present
Blocker & Company September 2001 - July 2005
The Bowdoin Group December 1998 - September 2001
Manulife Financial January 1998 - August 1998
Phoenix Life Insurance Company 1996 - 1998
Skills
Recruiting, Cafeteria Plans, Accident Insurance, Insurance, Health Insurance, Employee Benefits, Disability Insurance, Whole Life, Term Life Insurance, Training, Sales, Coaching, Life Insurance, Small Business, Account Management, Accident, Customer Service, Flexible Spending..., Critical Illness, Health Savings Accounts, Voluntary Employee...
Education
University of Massachusetts, Amherst 1990 — 1995
Wayland High school
Aflac July 2005 - Present
Blocker & Company September 2001 - July 2005
The Bowdoin Group December 1998 - September 2001
Manulife Financial January 1998 - August 1998
Phoenix Life Insurance Company 1996 - 1998
Skills
Recruiting, Cafeteria Plans, Accident Insurance, Insurance, Health Insurance, Employee Benefits, Disability Insurance, Whole Life, Term Life Insurance, Training, Sales, Coaching, Life Insurance, Small Business, Account Management, Accident, Customer Service, Flexible Spending..., Critical Illness, Health Savings Accounts, Voluntary Employee...
Education
University of Massachusetts, Amherst 1990 — 1995
Wayland High school
Scott Brammell's Phoenix Life Insurance Company Experience August 2006 - July 2009
Job Brokerage Life Underwriting at Guardian Life Insurance
Industry Insurance
Experience
Guardian Life Insurance July 2009 - Present
Phoenix Life Insurance Company August 2006 - July 2009
Banner Life May 2005 - August 2006
MassMutual March 2003 - May 2005
BYSIS Potomac 2001 - March 2003
Great-West Life 1995 - 2001
Skills
Financial Risk, Customer Service, Management, Life Insurance, Health Insurance, Leadership, Term Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Underwriting, New Business Development, Claim, Long-term Care, Brokers, General Insurance
Education
University of Northern Colorado 1980 — 1985
BS, Zoology/Chemistry
Guardian Life Insurance July 2009 - Present
Phoenix Life Insurance Company August 2006 - July 2009
Banner Life May 2005 - August 2006
MassMutual March 2003 - May 2005
BYSIS Potomac 2001 - March 2003
Great-West Life 1995 - 2001
Skills
Financial Risk, Customer Service, Management, Life Insurance, Health Insurance, Leadership, Term Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Underwriting, New Business Development, Claim, Long-term Care, Brokers, General Insurance
Education
University of Northern Colorado 1980 — 1985
BS, Zoology/Chemistry
Philip. Polkinghorn's Phoenix Life Insurance Company Experience April 2010 - November 2012
Job President, Americo
Industry Insurance
Experience
Americo May 2013 - Present
Phoenix Life Insurance Company April 2010 - November 2012
The Phoenix Companies 2004 - November 2012
Sun Life Financial 2001 - 2004
Keyport May 1999 - November 2001
AIG American General December 1996 - May 1999
Allmerica Financial 1993 - 1994
Tillinghast 1983 - 1993
Skills
Insurance, Life Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Retirement, Investments, Series 6, Financial Services, Indexed Annuities, Series 7, Wealth Management, Portfolio Management, Actuarial Science, Strategic Financial..., Asset Allocation, FINRA, Variable Annuities, Estate Planning, 401k, Securities, Series 63
Education
University of Nebraska-Lincoln 1975 — 1979
Americo May 2013 - Present
Phoenix Life Insurance Company April 2010 - November 2012
The Phoenix Companies 2004 - November 2012
Sun Life Financial 2001 - 2004
Keyport May 1999 - November 2001
AIG American General December 1996 - May 1999
Allmerica Financial 1993 - 1994
Tillinghast 1983 - 1993
Skills
Insurance, Life Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Retirement, Investments, Series 6, Financial Services, Indexed Annuities, Series 7, Wealth Management, Portfolio Management, Actuarial Science, Strategic Financial..., Asset Allocation, FINRA, Variable Annuities, Estate Planning, 401k, Securities, Series 63
Education
University of Nebraska-Lincoln 1975 — 1979
Nicholas Carbo, FSA, MAAA's Phoenix Life Insurance Company Experience January 2007 - June 2009
Job Actuary at Mass Mutual
Industry Insurance
Experience
MassMutual Financial Group March 2013 - Present
Athene Annuity & Life Assurance Company September 2012 - March 2013
Aviva plc June 2009 - September 2012
Phoenix Life Insurance Company January 2007 - June 2009
Phoenix Life Insurance Company June 2005 - December 2006
Skills
Financial Risk, Actuarial Science, Risk Modeling, Hedging, Life Insurance, Equity Indexed Annuities, Indexed Annuities, Universal Life, Variable Annuities, Term Life Insurance, Fixed Annuities, ALM, Reinsurance, Insurance, Actuaries, Prophet, SAS, MoSes, VBA, Whole Life, Liability, Risk Management, Analysis, Stochastic Modeling, Variable Life
Education
State University of New York at Albany 2002 — 2004
B.S., Actuarial Mathematics, Cum Laude
MassMutual Financial Group March 2013 - Present
Athene Annuity & Life Assurance Company September 2012 - March 2013
Aviva plc June 2009 - September 2012
Phoenix Life Insurance Company January 2007 - June 2009
Phoenix Life Insurance Company June 2005 - December 2006
Skills
Financial Risk, Actuarial Science, Risk Modeling, Hedging, Life Insurance, Equity Indexed Annuities, Indexed Annuities, Universal Life, Variable Annuities, Term Life Insurance, Fixed Annuities, ALM, Reinsurance, Insurance, Actuaries, Prophet, SAS, MoSes, VBA, Whole Life, Liability, Risk Management, Analysis, Stochastic Modeling, Variable Life
Education
State University of New York at Albany 2002 — 2004
B.S., Actuarial Mathematics, Cum Laude
Melissa Vaughn's Phoenix Life Insurance Company Experience January 2001 - January 2002
Job Pruforce Administrator at Prudential Financial
Industry Insurance
Experience
Prudential Financial April 2011 - Present
Blue Owl Fusion August 2009 - March 2011
Phoenix Life Insurance Company2006 May 2006 - August 2009
Phoenix Life Insurance February 2002 - May 2006
Phoenix Life Insurance Company January 2001 - January 2002
Phoenix Life Insurance Company January 1997 - January 2001
Skills
Financial Analysis, Financial Reporting, Licensing, Salesforce.com, Access, Forecasting, Analysis, CRM, Data Management, Data Analysis, Investments, Data Modeling, Microsoft Excel, Sales, Sales Operations, Strategic Financial..., Strategy
Education
The University of Connecticut 1992 — 1996
Bachelor of Arts degree, English
Prudential Financial April 2011 - Present
Blue Owl Fusion August 2009 - March 2011
Phoenix Life Insurance Company2006 May 2006 - August 2009
Phoenix Life Insurance February 2002 - May 2006
Phoenix Life Insurance Company January 2001 - January 2002
Phoenix Life Insurance Company January 1997 - January 2001
Skills
Financial Analysis, Financial Reporting, Licensing, Salesforce.com, Access, Forecasting, Analysis, CRM, Data Management, Data Analysis, Investments, Data Modeling, Microsoft Excel, Sales, Sales Operations, Strategic Financial..., Strategy
Education
The University of Connecticut 1992 — 1996
Bachelor of Arts degree, English
Jenny Holbink, ASA, MAAA's Phoenix Life Insurance Company Experience January 2010 - Present
Job Director Actuarial Financial Reporting at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company January 2010 - Present
Phoenix Life Insurance Company June 2003 - January 2010
Phoenix Life Insurance Company June 2007 - August 2008
Phoenix Life Insurance Company February 2005 - June 2007
Phoenix Life Insurance Company June 2003 - February 2005
Skills
Actuarial Science, Financial Reporting, Fixed Annuities, Life Insurance
Education
University of Connecticut 1999 — 2003
Phoenix Life Insurance Company January 2010 - Present
Phoenix Life Insurance Company June 2003 - January 2010
Phoenix Life Insurance Company June 2007 - August 2008
Phoenix Life Insurance Company February 2005 - June 2007
Phoenix Life Insurance Company June 2003 - February 2005
Skills
Actuarial Science, Financial Reporting, Fixed Annuities, Life Insurance
Education
University of Connecticut 1999 — 2003
Kathryn LaRosa, CPA's Phoenix Life Insurance Company Experience February 2013 - July 2014
Job Manager, National Accounts Finance at Travelers
Industry Accounting
Experience
Travelers July 2014 - Present
Phoenix Life Insurance Company February 2013 - July 2014
Phoenix Life Insurance Company November 2010 - February 2013
Deloitte August 2008 - November 2010
Deloitte January 2007 - April 2007
Skills
SEC filings, Auditing, External Audit, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Financial Reporting, Tax, US GAAP, GAAP, Financial Accounting, Process Improvement, Access, QuickBooks
Education
University of Connecticut 2004 — 2008
Bachelor's Degree, Accounting
Travelers July 2014 - Present
Phoenix Life Insurance Company February 2013 - July 2014
Phoenix Life Insurance Company November 2010 - February 2013
Deloitte August 2008 - November 2010
Deloitte January 2007 - April 2007
Skills
SEC filings, Auditing, External Audit, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Financial Reporting, Tax, US GAAP, GAAP, Financial Accounting, Process Improvement, Access, QuickBooks
Education
University of Connecticut 2004 — 2008
Bachelor's Degree, Accounting
Cullen England's Phoenix Life Insurance Company Experience May 1995 - December 1996
Job Regional Vice President Voya Financial
Industry Insurance
Experience
Voya Financial May 2007 - Present
Sun Life Financial August 2005 - May 2007
Jackson National Life February 2003 - August 2005
Lincoln Benefit Life/ Allstate October 1999 - February 2003
Lincoln Benefit Life/Allstate December 1996 - October 1999
Phoenix Life Insurance Company May 1995 - December 1996
Pacific Life January 1990 - May 1995
Skills
Insurance, Life Insurance, Wealth Management, Fixed Annuities, Retirement Planning, Mutual Funds, Financial Services, Sales, Sales Management, Retirement, Portfolio Management, Wealth, Employee Benefits, Long Term Care Insurance, Term Life Insurance, Banking, Relationship Management, 401k, Change Management, Universal Life, Risk Management, Underwriting, Disability Insurance, Coaching, Health Insurance, Long-term Care, IRAs, New Business Development, Estate Planning, Financial Risk
Education
American College
MSFS, CLU, ChFC, AEP
University of Minnesota-Twin Cities
Bachelor of Arts, Speech Communication
Voya Financial May 2007 - Present
Sun Life Financial August 2005 - May 2007
Jackson National Life February 2003 - August 2005
Lincoln Benefit Life/ Allstate October 1999 - February 2003
Lincoln Benefit Life/Allstate December 1996 - October 1999
Phoenix Life Insurance Company May 1995 - December 1996
Pacific Life January 1990 - May 1995
Skills
Insurance, Life Insurance, Wealth Management, Fixed Annuities, Retirement Planning, Mutual Funds, Financial Services, Sales, Sales Management, Retirement, Portfolio Management, Wealth, Employee Benefits, Long Term Care Insurance, Term Life Insurance, Banking, Relationship Management, 401k, Change Management, Universal Life, Risk Management, Underwriting, Disability Insurance, Coaching, Health Insurance, Long-term Care, IRAs, New Business Development, Estate Planning, Financial Risk
Education
American College
MSFS, CLU, ChFC, AEP
University of Minnesota-Twin Cities
Bachelor of Arts, Speech Communication
Jeff Swenson's Phoenix Life Insurance Company Experience January 1987 - April 2001
Job AVP Product & Market Development at MassMutual
Industry Insurance
Experience
MassMutual April 2007 - Present
The Phoenix Companies May 2001 - April 2007
Phoenix Life Insurance Company January 1987 - April 2001
Skills
Life Insurance, Insurance, Retirement, Fixed Annuities, 401k, Retirement Planning, Mutual Funds, Disability Insurance, Wealth Management, Underwriting, Series 7, Long-term Care, Estate Planning, Investments, Succession Planning, Executive Pay, Strategic Financial..., Term Life Insurance, Wealth, Financial Services, Employee Benefits, Series 63, Health Insurance, Variable Annuities, Reinsurance, Financial Planners
Education
University of Minnesota - Carlson School of Management 1979 — 1983
BSB, Finance
MassMutual April 2007 - Present
The Phoenix Companies May 2001 - April 2007
Phoenix Life Insurance Company January 1987 - April 2001
Skills
Life Insurance, Insurance, Retirement, Fixed Annuities, 401k, Retirement Planning, Mutual Funds, Disability Insurance, Wealth Management, Underwriting, Series 7, Long-term Care, Estate Planning, Investments, Succession Planning, Executive Pay, Strategic Financial..., Term Life Insurance, Wealth, Financial Services, Employee Benefits, Series 63, Health Insurance, Variable Annuities, Reinsurance, Financial Planners
Education
University of Minnesota - Carlson School of Management 1979 — 1983
BSB, Finance
Catherine Tully's Phoenix Life Insurance Company Experience 2000 - 2005
Job Program Director at The Hartford
Industry Insurance
Experience
The Hartford March 2005 - Present
Phoenix Life Insurance Company 2000 - 2005
Transamerica December 1996 - March 2000
Aetna September 1980 - December 1996
Education
University of Connecticut
BS, General Studies
The Hartford March 2005 - Present
Phoenix Life Insurance Company 2000 - 2005
Transamerica December 1996 - March 2000
Aetna September 1980 - December 1996
Education
University of Connecticut
BS, General Studies
Jessica Burrill's Phoenix Life Insurance Company Experience 2001 - 2005
Job Director, Marketing, Bond & Financial Products at Travelers
Industry Insurance
Experience
Travelers October 2011 - Present
Travelers Insurance 2009 - October 2011
The Hartford 2005 - 2009
Phoenix Life Insurance Company 2001 - 2005
Skills
Marketing Communications, Marketing, Insurance, Strategic Planning, Customer Service, Leadership, Management, Internal Communications, Marketing Strategy, Project Management, Business Analysis
Education
University of Connecticut
BA, English, Journalism
University of Hartford
MA, Communications
Travelers October 2011 - Present
Travelers Insurance 2009 - October 2011
The Hartford 2005 - 2009
Phoenix Life Insurance Company 2001 - 2005
Skills
Marketing Communications, Marketing, Insurance, Strategic Planning, Customer Service, Leadership, Management, Internal Communications, Marketing Strategy, Project Management, Business Analysis
Education
University of Connecticut
BA, English, Journalism
University of Hartford
MA, Communications
Jennifer (Ward) Cane's Phoenix Life Insurance Company Experience March 2002 - December 2009
Job Sales Info reporting at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company March 2002 - December 2009
Advest, Inc. October 1998 - February 2002
Aetna September 1993 - 1998
Education
University of Connecticut 1990 — 1994
BS, Health Systems Management
Phoenix Life Insurance Company March 2002 - December 2009
Advest, Inc. October 1998 - February 2002
Aetna September 1993 - 1998
Education
University of Connecticut 1990 — 1994
BS, Health Systems Management
Marcia Edwards-Lindblom's Phoenix Life Insurance Company Experience March 2004 - June 2009
Job System Analysis Sr Specialist for the WebIT team
Industry Information Technology and Services
Experience
CIGNA August 2012 - Present
CIGNA October 2009 - September 2012
Phoenix Life Insurance Company March 2004 - June 2009
Phoenix Investment Partners December 2000 - March 2004
SS&C Technologies February 1992 - June 2000
The Hartford July 1988 - February 1992
Skills
Vendor Management, Analysis, Business Analysis, Project Management, Software Documentation, Quality Assurance, Management, Risk Management, Process Improvement, Project Planning, Requirements Analysis, Requirements Gathering, SDLC, Systems Analysis, Strategy, Training, Visio
Education
University of Hartford 1993 — 2001
MBA, Information Systems
Westminster College (PA) 1984 — 1988
BA, Accounting
CIGNA August 2012 - Present
CIGNA October 2009 - September 2012
Phoenix Life Insurance Company March 2004 - June 2009
Phoenix Investment Partners December 2000 - March 2004
SS&C Technologies February 1992 - June 2000
The Hartford July 1988 - February 1992
Skills
Vendor Management, Analysis, Business Analysis, Project Management, Software Documentation, Quality Assurance, Management, Risk Management, Process Improvement, Project Planning, Requirements Analysis, Requirements Gathering, SDLC, Systems Analysis, Strategy, Training, Visio
Education
University of Hartford 1993 — 2001
MBA, Information Systems
Westminster College (PA) 1984 — 1988
BA, Accounting
Evan Galatz's Phoenix Life Insurance Company Experience June 2007 - June 2010
Job Federal Tax Specialist at The Guardian Life Insurance Company of America
Industry Accounting
Experience
The Guardian Life Insurance Company of America May 2012 - Present
Prudential Financial June 2010 - May 2012
Phoenix Life Insurance Company June 2007 - June 2010
Ernst & Young January 2005 - April 2007
Hamilton Sundstrand January 2004 - August 2004
Skills
Financial Analysis, Tax, Accounting, Corporate Tax, Financial Reporting, GAAP, Customer Service, US GAAP, SEC filings, Sarbanes-Oxley Act
Education
University of Hartford 2005 — 2007
MS, Taxation
University of Hartford 2001 — 2004
BS, Accounting
The Guardian Life Insurance Company of America May 2012 - Present
Prudential Financial June 2010 - May 2012
Phoenix Life Insurance Company June 2007 - June 2010
Ernst & Young January 2005 - April 2007
Hamilton Sundstrand January 2004 - August 2004
Skills
Financial Analysis, Tax, Accounting, Corporate Tax, Financial Reporting, GAAP, Customer Service, US GAAP, SEC filings, Sarbanes-Oxley Act
Education
University of Hartford 2005 — 2007
MS, Taxation
University of Hartford 2001 — 2004
BS, Accounting
Craig Bartoshevich, CLU, ChFC, CASL's Phoenix Life Insurance Company Experience November 1999 - June 2009
Job Regional Sales Associate at AXA US
Industry Financial Services
Experience
AXA US August 2010 - Present
Phoenix Life Insurance Company November 1999 - June 2009
Education
University of Maine 1990 — 1994
AXA US August 2010 - Present
Phoenix Life Insurance Company November 1999 - June 2009
Education
University of Maine 1990 — 1994
Chad Bachorowski's Phoenix Life Insurance Company Experience August 2005 - August 2007
Job Regional Vice President at AIG American General
Industry Insurance
Experience
American General Life Companies October 2012 - Present
Genworth Financial August 2007 - September 2012
Phoenix Life Insurance Company August 2005 - August 2007
Education
University of Colorado at Boulder 1991 — 1995
Bachelor of Arts (B.A.), Psychology
American General Life Companies October 2012 - Present
Genworth Financial August 2007 - September 2012
Phoenix Life Insurance Company August 2005 - August 2007
Education
University of Colorado at Boulder 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Shelley Greenman's Phoenix Life Insurance Company Experience 1986 - Present
Job Senior Technical Lead at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company 1986 - Present
Skills
Microsoft SQL Server, Informatica, Data Warehousing, SDLC, ETL, Enterprise Architecture, Requirements Analysis, Data Modeling, SOA, Requirements Gathering
Education
The University of Connecticut 1980 — 1984
Bachelor's degree, Math/Actuarial Science
Phoenix Life Insurance Company 1986 - Present
Skills
Microsoft SQL Server, Informatica, Data Warehousing, SDLC, ETL, Enterprise Architecture, Requirements Analysis, Data Modeling, SOA, Requirements Gathering
Education
The University of Connecticut 1980 — 1984
Bachelor's degree, Math/Actuarial Science
Linda Levyne's Phoenix Life Insurance Company Experience March 1996 - May 1998
Job VP, Vitality Sales and Distribution at John Hancock Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Financial Services January 2015 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - January 2015
MetLife Investors January 2003 - January 2011
Allmerica Financial May 1998 - November 2002
Phoenix Life Insurance Company March 1996 - May 1998
Chubb 1990 - 1996
Skills
Life Insurance, Series 6, Series 63, Fixed Annuities, Retirement, Series 7, Relationship Management, Brokers, Underwriting, Estate Planning
Education
University of Illinois at Urbana-Champaign 1985 — 1989
John Hancock Financial Services January 2015 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - January 2015
MetLife Investors January 2003 - January 2011
Allmerica Financial May 1998 - November 2002
Phoenix Life Insurance Company March 1996 - May 1998
Chubb 1990 - 1996
Skills
Life Insurance, Series 6, Series 63, Fixed Annuities, Retirement, Series 7, Relationship Management, Brokers, Underwriting, Estate Planning
Education
University of Illinois at Urbana-Champaign 1985 — 1989
Kathy Genier's Phoenix Life Insurance Company Experience 1992 - Present
Job Director at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies November 1992 - Present
Phoenix Life Insurance Company 1992 - Present
Carl Company June 1978 - June 1991
Skills
Insurance, Risk Management, Vendor Relationship..., Life Insurance, Underwriting, Process Improvement, SDLC, Lean Thinking, Reinsurance, Business Analysis, Vendor Management, Software Documentation, Requirements Gathering, Financial Services, Property & Casualty..., Employee Benefits, Mutual Funds, Health Insurance, Fixed Annuities, Business Process..., Vendor Audit, Project Coordination
Education
University at Albany, SUNY
BS, Business, Economics, Management
The Phoenix Companies November 1992 - Present
Phoenix Life Insurance Company 1992 - Present
Carl Company June 1978 - June 1991
Skills
Insurance, Risk Management, Vendor Relationship..., Life Insurance, Underwriting, Process Improvement, SDLC, Lean Thinking, Reinsurance, Business Analysis, Vendor Management, Software Documentation, Requirements Gathering, Financial Services, Property & Casualty..., Employee Benefits, Mutual Funds, Health Insurance, Fixed Annuities, Business Process..., Vendor Audit, Project Coordination
Education
University at Albany, SUNY
BS, Business, Economics, Management
Jeffrey Craig's Phoenix Life Insurance Company Experience 1995 - 2004
Job Consultant to Clients and Advisors in design & implementation of advanced planning strategies
Industry Financial Services
Experience
Applications for Life November 2013 - Present
Mercury Financial Group January 2006 - Present
Phoenix Life Insurance Company 1995 - 2004
Skills
Expertise includes..., Simplified Approaches..., Expert Witness for Life..., Creative Approaches to..., Insurance, Fixed Annuities, Retirement Planning, Retirement, Long-term Care, Disability Insurance, Employee Benefits, Term Life Insurance, Health Insurance, Series 63, Strategic Planning, FINRA, Financial Advisory, Mutual Funds, IRAs, Succession Planning, Alternative Investments, Life Insurance, Investments, Asset Allocation, Long Term Care Insurance, Universal Life, Investment Advisory, Estate Planning, Series 6, Financial Planners, Wealth Management, Risk Management, Investment Strategies, Financial Services, 401k, Brokers, Securities, Medicare, Series 7, High Net Worth..., Wealth Management..., Wealth Accumulation, Series 65, Variable Annuities
Education
University of Richmond 1982 — 1986
Bachelor's degree, Economics
University of Richmond
Applications for Life November 2013 - Present
Mercury Financial Group January 2006 - Present
Phoenix Life Insurance Company 1995 - 2004
Skills
Expertise includes..., Simplified Approaches..., Expert Witness for Life..., Creative Approaches to..., Insurance, Fixed Annuities, Retirement Planning, Retirement, Long-term Care, Disability Insurance, Employee Benefits, Term Life Insurance, Health Insurance, Series 63, Strategic Planning, FINRA, Financial Advisory, Mutual Funds, IRAs, Succession Planning, Alternative Investments, Life Insurance, Investments, Asset Allocation, Long Term Care Insurance, Universal Life, Investment Advisory, Estate Planning, Series 6, Financial Planners, Wealth Management, Risk Management, Investment Strategies, Financial Services, 401k, Brokers, Securities, Medicare, Series 7, High Net Worth..., Wealth Management..., Wealth Accumulation, Series 65, Variable Annuities
Education
University of Richmond 1982 — 1986
Bachelor's degree, Economics
University of Richmond
Bob Cogan's Phoenix Life Insurance Company Experience June 1988 - February 1992
Job Regional Sales Director New England at Trustmark Voluntary Benefit Solutions
Industry Insurance
Experience
Trustmark Voluntary Benefit Solutions June 2013 - Present
Principal Financial Group November 2008 - May 2013
Sun Life Financial July 2007 - October 2008
Phoenix/GE Financial/Genworth February 1992 - July 2007
Phoenix Life Insurance Company June 1988 - February 1992
Skills
Disability Insurance, Employee Benefits, Sales, Management, Employee Engagement, Dentistry, Workers Compensation, Group Insurance, Claim, Cold Calling
Education
University of Georgia - Terry College of Business 1982 — 1985
BBA, Risk Management/Insurance
Trustmark Voluntary Benefit Solutions June 2013 - Present
Principal Financial Group November 2008 - May 2013
Sun Life Financial July 2007 - October 2008
Phoenix/GE Financial/Genworth February 1992 - July 2007
Phoenix Life Insurance Company June 1988 - February 1992
Skills
Disability Insurance, Employee Benefits, Sales, Management, Employee Engagement, Dentistry, Workers Compensation, Group Insurance, Claim, Cold Calling
Education
University of Georgia - Terry College of Business 1982 — 1985
BBA, Risk Management/Insurance
Allen Brant CLU,ChFC,CAS's Phoenix Life Insurance Company Experience 1999 - 2001
Job Team LeaderSenior Internal Wholesaler at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies Senior Wholesaler-Team LeaderPhoenix2000 - Present
Phoenix Life Insurance Company 1999 - 2001
Phoenix Life Insurance Company 1994 - 1998
Phoenix Life Insurance Company 1989 - 1994
Prudential Financial 1988 - 1989
Skills
Marketing, Insurance, Variable Annuities, Customer Service, Fixed Annuities, Strategic Financial..., Term Life Insurance, Sales, Mutual Funds, Retirement, Life Insurance, 401k, Employee Benefits, Retirement Planning, Long-term Care, Brokers, Disability Insurance, Series 6, Management, Series 63, Wealth Management, Estate Planning, Financial Planning
Education
University of Connecticut
BA, Economics
The Phoenix Companies Senior Wholesaler-Team LeaderPhoenix2000 - Present
Phoenix Life Insurance Company 1999 - 2001
Phoenix Life Insurance Company 1994 - 1998
Phoenix Life Insurance Company 1989 - 1994
Prudential Financial 1988 - 1989
Skills
Marketing, Insurance, Variable Annuities, Customer Service, Fixed Annuities, Strategic Financial..., Term Life Insurance, Sales, Mutual Funds, Retirement, Life Insurance, 401k, Employee Benefits, Retirement Planning, Long-term Care, Brokers, Disability Insurance, Series 6, Management, Series 63, Wealth Management, Estate Planning, Financial Planning
Education
University of Connecticut
BA, Economics
Matthew McOsker's Phoenix Life Insurance Company Experience March 2013 - February 2015
Job Actuarial Director at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group February 2015 - Present
Phoenix Life Insurance Company March 2013 - February 2015
Sun Life Financial June 2007 - March 2013
Skills
Economic Capital, Financial Modeling, VBA
Education
University of Connecticut 2003 — 2007
BA, Actuarial Science
MassMutual Financial Group February 2015 - Present
Phoenix Life Insurance Company March 2013 - February 2015
Sun Life Financial June 2007 - March 2013
Skills
Economic Capital, Financial Modeling, VBA
Education
University of Connecticut 2003 — 2007
BA, Actuarial Science
Al Regina's Phoenix Life Insurance Company Experience October 2002 - Present
Job Director, Strategic Sourcing at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company October 2002 - Present
Data General 1981 - 1996
Education
University of Hartford
BSBA, Business
Phoenix Life Insurance Company October 2002 - Present
Data General 1981 - 1996
Education
University of Hartford
BSBA, Business
Kim Sherba's Phoenix Life Insurance Company Experience August 1998 - August 2009
Job Assistant Underwriting Director at HOVIN Underwriting Partners Inc
Industry Insurance
Experience
HOVIN Underwriting Partners Inc January 2010 - Present
Phoenix Life Insurance Company August 1998 - August 2009
Education
University of Connecticut
BS
HOVIN Underwriting Partners Inc January 2010 - Present
Phoenix Life Insurance Company August 1998 - August 2009
Education
University of Connecticut
BS
Angie Chandler's Phoenix Life Insurance Company Experience January 2008 - June 2009
Job Underwriting Consultant at Transamerica
Industry Insurance
Experience
Transamerica July 2009 - Present
Phoenix Life Insurance Company January 2008 - June 2009
Mutual of Omaha January 2007 - January 2008
Protective Life October 1994 - January 2007
Skills
Insurance, Underwriting
Education
University of Alabama at Birmingham 1986 — 1992
BS, Biology & Chemistry
Transamerica July 2009 - Present
Phoenix Life Insurance Company January 2008 - June 2009
Mutual of Omaha January 2007 - January 2008
Protective Life October 1994 - January 2007
Skills
Insurance, Underwriting
Education
University of Alabama at Birmingham 1986 — 1992
BS, Biology & Chemistry
Steve Sisco's Phoenix Life Insurance Company Experience July 2007 - June 2009
Job Life Insurance Underwriter
Industry Insurance
Experience
American General Life and Accident May 2010 - Present
American General Life and Accident May 2010 - November 2010
Mutual of Omaha September 2009 - May 2010
Mutual of Omaha June 2009 - May 2010
Phoenix Life Insurance Company July 2007 - June 2009
Protective Life April 1998 - July 2007
Education
University of North Florida
BA, Liberal Studies
American General Life and Accident May 2010 - Present
American General Life and Accident May 2010 - November 2010
Mutual of Omaha September 2009 - May 2010
Mutual of Omaha June 2009 - May 2010
Phoenix Life Insurance Company July 2007 - June 2009
Protective Life April 1998 - July 2007
Education
University of North Florida
BA, Liberal Studies
Leilani Housego's Phoenix Life Insurance Company Experience 2007 - 2009
Job Insurance Professional
Industry Insurance
Experience
GEICO October 2011 - Present
Knights of Columbus July 2009 - June 2011
Phoenix Life Insurance Company 2007 - 2009
Phoenix Life Insurance Company 2005 - 2009
BISYS 2001 - 2005
Precision Response Corporation November 1997 - August 2000
Skills
Insurance, Underwriting, Life Insurance, Term Life Insurance, Claim, Universal Life
Education
University of Hawaii at Manoa 1992 — 1996
BS, Family Resources
GEICO October 2011 - Present
Knights of Columbus July 2009 - June 2011
Phoenix Life Insurance Company 2007 - 2009
Phoenix Life Insurance Company 2005 - 2009
BISYS 2001 - 2005
Precision Response Corporation November 1997 - August 2000
Skills
Insurance, Underwriting, Life Insurance, Term Life Insurance, Claim, Universal Life
Education
University of Hawaii at Manoa 1992 — 1996
BS, Family Resources
Bill Oravec's Phoenix Life Insurance Company Experience June 1999 - April 2009
Job Information Technology Professional
Industry Information Technology and Services
Experience
Northeast Utilities September 2010 - May 2014
Phoenix Life Insurance Company June 1999 - April 2009
Phoenix Life Insurance Company June 1995 - May 1999
Phoenix Life Insurance Company October 1985 - May 1995
Computer Business Solutions, Inc. July 1983 - October 1985
Computech Corporation September 1979 - June 1983
Travelers Insurance May 1977 - August 1979
Skills
Software Development, Business Process, Integration, SDLC, C#, Requirements Gathering, Software Documentation, Requirements Analysis, Testing, Business Analysis
Education
University at Albany, SUNY 1973 — 1977
BS, Business Administration / Computer Science
Northeast Utilities September 2010 - May 2014
Phoenix Life Insurance Company June 1999 - April 2009
Phoenix Life Insurance Company June 1995 - May 1999
Phoenix Life Insurance Company October 1985 - May 1995
Computer Business Solutions, Inc. July 1983 - October 1985
Computech Corporation September 1979 - June 1983
Travelers Insurance May 1977 - August 1979
Skills
Software Development, Business Process, Integration, SDLC, C#, Requirements Gathering, Software Documentation, Requirements Analysis, Testing, Business Analysis
Education
University at Albany, SUNY 1973 — 1977
BS, Business Administration / Computer Science
Amy Meng's Phoenix Life Insurance Company Experience July 2007 - August 2010
Job Assistant Director at AIG
Industry Insurance
Experience
AIG October 2012 - Present
YDLIC September 2010 - June 2012
Phoenix Life Insurance Company July 2007 - August 2010
Employers Reinsurance Corporation April 2006 - July 2007
Mercer February 2005 - April 2006
Skills
ALM, Reinsurance, Fixed Annuities, Life Insurance, Actuarial Science, Insurance, Variable Annuities, Financial Analysis, Financial Risk, Valuation, Enterprise Risk...
Education
The University of Connecticut 2004 — 2004
MS, Actuarial Science
University of Minnesota-Duluth 2001 — 2003
Master of Science (MS), Computational and Applied Mathematics
AIG October 2012 - Present
YDLIC September 2010 - June 2012
Phoenix Life Insurance Company July 2007 - August 2010
Employers Reinsurance Corporation April 2006 - July 2007
Mercer February 2005 - April 2006
Skills
ALM, Reinsurance, Fixed Annuities, Life Insurance, Actuarial Science, Insurance, Variable Annuities, Financial Analysis, Financial Risk, Valuation, Enterprise Risk...
Education
The University of Connecticut 2004 — 2004
MS, Actuarial Science
University of Minnesota-Duluth 2001 — 2003
Master of Science (MS), Computational and Applied Mathematics
Yvonne Willis's Phoenix Life Insurance Company Experience 2006 - 2009
Job Business Analyst/Quality Assurance
Industry Insurance
Experience
Phoenix Life Insurance Company 2006 - 2009
Phoenix Life Insurance Company 1997 - 2005
Education
University of Connecticut 1981 — 1986
BA, Math/Actuarial Science
Phoenix Life Insurance Company 2006 - 2009
Phoenix Life Insurance Company 1997 - 2005
Education
University of Connecticut 1981 — 1986
BA, Math/Actuarial Science
Eileen Brogan's Phoenix Life Insurance Company Experience October 2005 - Present
Job Senior Product Analyst at The Phoenix Companies
Industry Insurance
Experience
Phoenix Life Insurance Company October 2005 - Present
Phoenix Life Insurance 2002 - 2005
Vantage Computer Systems August 1987 - June 1998
Education
University of Hartford 1994 — 1997
MA, Communication
Wesleyan University 1979 — 1981
BA, English
Phoenix Life Insurance Company October 2005 - Present
Phoenix Life Insurance 2002 - 2005
Vantage Computer Systems August 1987 - June 1998
Education
University of Hartford 1994 — 1997
MA, Communication
Wesleyan University 1979 — 1981
BA, English
Terri Strong's Phoenix Life Insurance Company Experience 1984 - 2009
Job ?
Industry Insurance
Experience
Knights of Columbus December 2010 - Present
Phoenix Life Insurance Company 1984 - 2009
The Phoenix Companies 1984 - 2009
Education
University of Hartford 1976 — 1980
BA, Communications
Knights of Columbus December 2010 - Present
Phoenix Life Insurance Company 1984 - 2009
The Phoenix Companies 1984 - 2009
Education
University of Hartford 1976 — 1980
BA, Communications
Myra DeNapoli's Phoenix Life Insurance Company Experience 1994 - 2005
Job Sr. Retirement Plan Specialist at Chemtura Corporation
Industry Human Resources
Experience
Chemtura Corporation March 2015 - Present
Hartford Hospital June 2011 - Present
MidState Medical Center May 2004 - May 2011
Phoenix Life Insurance Company 1994 - 2005
The Phoenix Companies 1994 - 2004
CIGNA Healthcare 1973 - 1994
Skills
Employee Relations, Pensions, Employee Benefits, System Administration, Benefits Administration, Insurance, Healthcare, Pension Administration, Administration, Deferred Compensation, Health Insurance, Process Improvement, Recruiting, Human Resources, HIPAA, Management, Employee Engagement, Performance Management, Defined Benefit
Education
University of Hartford
MS, Organizational Behavior, Career Counseling
St Joseph's College for Women
MA, career counseling
Chemtura Corporation March 2015 - Present
Hartford Hospital June 2011 - Present
MidState Medical Center May 2004 - May 2011
Phoenix Life Insurance Company 1994 - 2005
The Phoenix Companies 1994 - 2004
CIGNA Healthcare 1973 - 1994
Skills
Employee Relations, Pensions, Employee Benefits, System Administration, Benefits Administration, Insurance, Healthcare, Pension Administration, Administration, Deferred Compensation, Health Insurance, Process Improvement, Recruiting, Human Resources, HIPAA, Management, Employee Engagement, Performance Management, Defined Benefit
Education
University of Hartford
MS, Organizational Behavior, Career Counseling
St Joseph's College for Women
MA, career counseling
Scott Costello's Phoenix Life Insurance Company Experience 2008 - 2009
Job Wholesaler / Territory Sales / Manufacturer Rep / Insurance Professional
Industry Wholesale
Experience
In Career Search Mode 2009 - 2009
Phoenix Life Insurance Company 2008 - 2009
John Hancock Financial Network 2007 - 2008
Axa Advisors - Axa Equitable 2006 - 2007
Skyport Development Company 2002 - 2006
Skyport Development Company 1995 - 2002
Education
University of Colorado Boulder
Bachelors, Interpersonal Communication / Marketing
In Career Search Mode 2009 - 2009
Phoenix Life Insurance Company 2008 - 2009
John Hancock Financial Network 2007 - 2008
Axa Advisors - Axa Equitable 2006 - 2007
Skyport Development Company 2002 - 2006
Skyport Development Company 1995 - 2002
Education
University of Colorado Boulder
Bachelors, Interpersonal Communication / Marketing
Paul Simmons, CFA's Phoenix Life Insurance Company Experience May 2008 - August 2008
Job Analyst at Edward Jones
Industry Research
Experience
Edward Jones 2009 - Present
Phoenix Life Insurance Company May 2008 - August 2008
Phoenix Life Insurance Company May 2007 - August 2007
Skills
Insurance, Financial Modeling, VBA, SAS, Actuarial Science, Life Insurance, Investments, Financial Analysis, Risk Management, Portfolio Management
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Actuarial Science, Economics
Edward Jones 2009 - Present
Phoenix Life Insurance Company May 2008 - August 2008
Phoenix Life Insurance Company May 2007 - August 2007
Skills
Insurance, Financial Modeling, VBA, SAS, Actuarial Science, Life Insurance, Investments, Financial Analysis, Risk Management, Portfolio Management
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Actuarial Science, Economics
Scott DiCarlo's Phoenix Life Insurance Company Experience June 1991 - May 1996
Job Assistant Vice President Branch Manager at Imperial PFS
Industry Financial Services
Experience
Imperial PFS 2001 - Present
Transamerica Insurance Finance January 1997 - March 2001
Transamerica Insurance Finance (TIFCO) 1997 - 2001
Phoenix Life Insurance Company June 1991 - May 1996
Skills
Credit, Insurance, Finance, Loans, Financial Analysis, Underwriting, Banking, Financial Risk, Leadership, Management, Credit Risk, Analysis, Risk Management, Portfolio Management, General Insurance, Commercial Insurance, Strategic Planning
Education
State University of New York at Buffalo 1986 — 1989
BA, Economics
Imperial PFS 2001 - Present
Transamerica Insurance Finance January 1997 - March 2001
Transamerica Insurance Finance (TIFCO) 1997 - 2001
Phoenix Life Insurance Company June 1991 - May 1996
Skills
Credit, Insurance, Finance, Loans, Financial Analysis, Underwriting, Banking, Financial Risk, Leadership, Management, Credit Risk, Analysis, Risk Management, Portfolio Management, General Insurance, Commercial Insurance, Strategic Planning
Education
State University of New York at Buffalo 1986 — 1989
BA, Economics
Ronald Biedrycki's Phoenix Life Insurance Company Experience 1998 - 2009
Job Information Technology & Audit Professional
Industry Information Technology and Services
Experience
Phoenix Life Insurance Company 1998 - 2009
Education
University of Hartford
Phoenix Life Insurance Company 1998 - 2009
Education
University of Hartford
Hermann Keilich's Phoenix Life Insurance Company Experience 1988 - September 1997
Job Senior Manager, Remote Management Services Global Lead at CSC
Industry Information Technology and Services
Experience
CSC June 2014 - Present
CSC June 2013 - Present
CSC August 2011 - February 2013
Computer Sciences Corporation April 2011 - September 2011
Computer Sciences Corporation January 2008 - May 2011
CSC August 1997 - December 2007
Phoenix 1984 - 1998
Phoenix Life Insurance Company 1988 - September 1997
Aenta Life and Casualty 1982 - 1984
Skills
IT Service Management, Mainframe, Account Managment, Leadership, Service Executive Team, Service Management, ITIL v3 Foundations..., Lean Fundamentals, Deputy Service Executive, Service Delivery, IT Operations, IT Outsourcing, IT Operations Management, IT Management, Transition Management, Integration, Requirements Analysis, Process Improvement, Continuous Improvement, IT Infrastructure..., IT Cost Optimization, IT Relationship..., ITIL Service Strategy, ITIL, Change Management, Servers, Problem Management, System Administration, Unix, Disaster Recovery, Project Management, Business Intelligence, Data Center, Account Management, ITIL Certified, Incident Management, PMP, BMC Remedy, Sla, IT Strategy, Telecommunications, Storage, SDLC, Management, Outsourcing, PMO, Security, VMware, Service Improvement, Vendor Management
Education
University of Connecticut 1978 — 1982
BS
CSC June 2014 - Present
CSC June 2013 - Present
CSC August 2011 - February 2013
Computer Sciences Corporation April 2011 - September 2011
Computer Sciences Corporation January 2008 - May 2011
CSC August 1997 - December 2007
Phoenix 1984 - 1998
Phoenix Life Insurance Company 1988 - September 1997
Aenta Life and Casualty 1982 - 1984
Skills
IT Service Management, Mainframe, Account Managment, Leadership, Service Executive Team, Service Management, ITIL v3 Foundations..., Lean Fundamentals, Deputy Service Executive, Service Delivery, IT Operations, IT Outsourcing, IT Operations Management, IT Management, Transition Management, Integration, Requirements Analysis, Process Improvement, Continuous Improvement, IT Infrastructure..., IT Cost Optimization, IT Relationship..., ITIL Service Strategy, ITIL, Change Management, Servers, Problem Management, System Administration, Unix, Disaster Recovery, Project Management, Business Intelligence, Data Center, Account Management, ITIL Certified, Incident Management, PMP, BMC Remedy, Sla, IT Strategy, Telecommunications, Storage, SDLC, Management, Outsourcing, PMO, Security, VMware, Service Improvement, Vendor Management
Education
University of Connecticut 1978 — 1982
BS
Jeanne Lee PMP, MBA's Phoenix Life Insurance Company Experience July 1995 - July 1996
Job Information Technology Manager 2 at CT Dept. of Administrative Services Bureau of Enterprise Systems & Technology
Industry Government Administration
Experience
Department of Administrative Services Bureau of Enterprise Systems & Technology August 2007 - Present
ING March 2005 - April 2007
Keane July 2003 - July 2004
CIGNA Healthcare October 1999 - April 2003
Computer Sciences Corporation February 1998 - July 1999
Keane July 1996 - February 1998
Phoenix Life Insurance Company July 1995 - July 1996
Phoenix Life Insurance Company November 1992 - July 1995
Education
University of Hartford 1988 — 1990
MBA, Business and Organizational Behavior and Diagnosis
St. Joseph College 1965 — 1969
BA, French Education
Department of Administrative Services Bureau of Enterprise Systems & Technology August 2007 - Present
ING March 2005 - April 2007
Keane July 2003 - July 2004
CIGNA Healthcare October 1999 - April 2003
Computer Sciences Corporation February 1998 - July 1999
Keane July 1996 - February 1998
Phoenix Life Insurance Company July 1995 - July 1996
Phoenix Life Insurance Company November 1992 - July 1995
Education
University of Hartford 1988 — 1990
MBA, Business and Organizational Behavior and Diagnosis
St. Joseph College 1965 — 1969
BA, French Education
Allan Corkum's Phoenix Life Insurance Company Experience 1999 - 2002
Job Director Actuarial Services UnitedHealthcare Specialty Benefits
Industry Insurance
Experience
UnitedHealthcare March 2008 - Present
Sun Life Financial 2006 - 2008
Genworth Financial 2002 - 2005
Phoenix Life Insurance Company 1999 - 2002
Skills
Insurance, Health Insurance, Employee Benefits, Actuarial Science, Underwriting, Disability Insurance, Pricing, Process Improvement, Medicaid, Risk Management, Brokers, Benefits Administration, Financial Risk
Education
University of Hartford 1996 — 1999
BSBA, Actuarial Science
UnitedHealthcare March 2008 - Present
Sun Life Financial 2006 - 2008
Genworth Financial 2002 - 2005
Phoenix Life Insurance Company 1999 - 2002
Skills
Insurance, Health Insurance, Employee Benefits, Actuarial Science, Underwriting, Disability Insurance, Pricing, Process Improvement, Medicaid, Risk Management, Brokers, Benefits Administration, Financial Risk
Education
University of Hartford 1996 — 1999
BSBA, Actuarial Science
George Zeimbekakis's Phoenix Life Insurance Company Experience 1995 - 1998
Job 2nd Vice President PI Chief Architect
Industry Insurance
Experience
Travelers Insurance July 2005 - Present
CASE Partners 1998 - 2005
Phoenix Life Insurance Company 1995 - 1998
MassMutual Financial Group 1990 - 1995
Dean Witter 1987 - 1990
Skills
Vendor Management, Property & Casualty..., Insurance, SDLC, Program Management, Strategic Planning, Solution Architecture, IT Strategy, Enterprise Architecture, Leadership, SOA, Visio, Business Analysis, Requirements Gathering
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
Western New England University 1994 — 1996
Master of Business Administration (MBA), MIS Concentration
Travelers Insurance July 2005 - Present
CASE Partners 1998 - 2005
Phoenix Life Insurance Company 1995 - 1998
MassMutual Financial Group 1990 - 1995
Dean Witter 1987 - 1990
Skills
Vendor Management, Property & Casualty..., Insurance, SDLC, Program Management, Strategic Planning, Solution Architecture, IT Strategy, Enterprise Architecture, Leadership, SOA, Visio, Business Analysis, Requirements Gathering
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
Western New England University 1994 — 1996
Master of Business Administration (MBA), MIS Concentration
Gary Beagin's Phoenix Life Insurance Company Experience January 2007 - December 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
Beagin Family February 2007 - Present
Phoenix Life Insurance Company January 2007 - December 2008
Phoenix Life Insurance Company 1995 - 2008
WS Griffith Inc March 1995 - March 2006
AXA Equitable October 1979 - June 1992
Skills
Fixed Annuities, Insurance, Retirement Planning, Estate Planning, Life Insurance, Retirement, Series 63, Disability Insurance, Mutual Funds, Series 7, Wealth Management, Risk Management, Securities, Employee Benefits, Asset Allocation, Underwriting, Term Life Insurance, Asset Managment, Team Leadership
Education
University of San Diego 1968 — 1970
Bachelor of Science, Biology
Beagin Family February 2007 - Present
Phoenix Life Insurance Company January 2007 - December 2008
Phoenix Life Insurance Company 1995 - 2008
WS Griffith Inc March 1995 - March 2006
AXA Equitable October 1979 - June 1992
Skills
Fixed Annuities, Insurance, Retirement Planning, Estate Planning, Life Insurance, Retirement, Series 63, Disability Insurance, Mutual Funds, Series 7, Wealth Management, Risk Management, Securities, Employee Benefits, Asset Allocation, Underwriting, Term Life Insurance, Asset Managment, Team Leadership
Education
University of San Diego 1968 — 1970
Bachelor of Science, Biology
George Heim's Phoenix Life Insurance Company Experience 1987 - 1996
Job Senior Managing Director at GAH Associates
Industry Real Estate
Experience
GAH Assciates May 2015 - Present
Urban/Poole & Heath July 1996 - May 2015
Phoenix Life insurance Company 1987 - 1996
Skills
Real Estate, Disposition, Real Estate Development, Leases, Contract Negotiation, Real Estate Economics, Investment Properties, Dispositions
Education
University of Maryland College Park 1968 — 1972
Bachelor of Arts (B.A.), Political Science and Government
GAH Assciates May 2015 - Present
Urban/Poole & Heath July 1996 - May 2015
Phoenix Life insurance Company 1987 - 1996
Skills
Real Estate, Disposition, Real Estate Development, Leases, Contract Negotiation, Real Estate Economics, Investment Properties, Dispositions
Education
University of Maryland College Park 1968 — 1972
Bachelor of Arts (B.A.), Political Science and Government
Kent Limson's Phoenix Life Insurance Company Experience 2011 - Present
Job Tax Director
Industry Accounting
Experience
Phoenix Life Insurance Company 2011 - Present
Education
University of Southern California
Phoenix Life Insurance Company 2011 - Present
Education
University of Southern California
Andrew Hassing's Phoenix Life Insurance Company Experience June 2008 - August 2008
Job Life Analyst at Resource Insurance Consultants
Industry Insurance
Experience
Resource Insurance Consultants September 2012 - Present
Milliman 2009 - 2012
International Journal of Algebra and Computations May 2007 - May 2009
Phoenix Life Insurance Company June 2008 - August 2008
Skills
Actuarial Exams, ASA, Life Insurance, MG-ALFA, Actuarial Science, Insurance, Analysis, Valuation
Education
University of Nebraska-Lincoln 2005 — 2009
BS, Mathematics / Actuarial Science, 3.8 / 4.0
Resource Insurance Consultants September 2012 - Present
Milliman 2009 - 2012
International Journal of Algebra and Computations May 2007 - May 2009
Phoenix Life Insurance Company June 2008 - August 2008
Skills
Actuarial Exams, ASA, Life Insurance, MG-ALFA, Actuarial Science, Insurance, Analysis, Valuation
Education
University of Nebraska-Lincoln 2005 — 2009
BS, Mathematics / Actuarial Science, 3.8 / 4.0
Ashley Tyrell's Phoenix Life Insurance Company Experience August 2011 - August 2012
Job Human Resources Associate at Albany Medical Center
Industry Hospital & Health Care
Experience
ALBANY MEDICAL CENTER January 2015 - Present
Velocity Print Solutions March 2014 - January 2015
Velocity Print Solutions September 2012 - February 2014
AppleOne September 2012 - December 2012
Adecco Group August 2011 - August 2012
Phoenix Life Insurance Company August 2011 - August 2012
YMCA September 2009 - August 2010
Southern New England School of Law September 2008 - January 2009
YMCA September 2002 - June 2008
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Purchasing, Quality Control, Communication Skills, Human Resources, Customer Satisfaction, Employee Relations, Public Speaking
Education
University of Phoenix 2012 — 2013
Master's degree, Public Administration
State University of New York at Albany 2004 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General
ALBANY MEDICAL CENTER January 2015 - Present
Velocity Print Solutions March 2014 - January 2015
Velocity Print Solutions September 2012 - February 2014
AppleOne September 2012 - December 2012
Adecco Group August 2011 - August 2012
Phoenix Life Insurance Company August 2011 - August 2012
YMCA September 2009 - August 2010
Southern New England School of Law September 2008 - January 2009
YMCA September 2002 - June 2008
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Purchasing, Quality Control, Communication Skills, Human Resources, Customer Satisfaction, Employee Relations, Public Speaking
Education
University of Phoenix 2012 — 2013
Master's degree, Public Administration
State University of New York at Albany 2004 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General
Michelle Schwarm's Phoenix Life Insurance Company Experience August 2008 - August 2009
Job Associate Underwriting Director at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2014 - Present
ING April 2010 - August 2014
Phoenix Life Insurance Company August 2008 - August 2009
State Farm May 2005 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Life Underwriting,...
Education
University of La Verne 2001 — 2003
Bachelor of Science (BS), Organizational Management, GPA 3.89
Lincoln Financial Group August 2014 - Present
ING April 2010 - August 2014
Phoenix Life Insurance Company August 2008 - August 2009
State Farm May 2005 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Life Underwriting,...
Education
University of La Verne 2001 — 2003
Bachelor of Science (BS), Organizational Management, GPA 3.89
Luz Falcon's Phoenix Life Insurance Company Experience 1998 - 2003
Job Freelance Homemaker
Industry Individual & Family Services
Experience
Self-employed August 2011 - Present
Companions & Homemakers November 2008 - August 2011
Howard Systems International 2005 - 2007
Phoenix Life Insurance Company, Inc. 2003 - 2004
Phoenix Life Insurance Company 1998 - 2003
Phoenix Life Insurance Company, Inc. 1986 - 1998
Skills
Information Security, Microsoft Office, Customer Service
Education
University of Puerto Rico-Rio Piedras
Administrative Assistant and Secretarial Science, General
Self-employed August 2011 - Present
Companions & Homemakers November 2008 - August 2011
Howard Systems International 2005 - 2007
Phoenix Life Insurance Company, Inc. 2003 - 2004
Phoenix Life Insurance Company 1998 - 2003
Phoenix Life Insurance Company, Inc. 1986 - 1998
Skills
Information Security, Microsoft Office, Customer Service
Education
University of Puerto Rico-Rio Piedras
Administrative Assistant and Secretarial Science, General