Phoenix Mutual
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Phoenix Mutual Employees
Employee
Years
Job
Industry
Andrea Levesque Andrea Levesque's Phoenix Mutual Experience June 1980 - February 1985
Job Veterinary Assistant
Industry Veterinary
Experience
Lamoille Valley Veterinary Services February 2013 - Present
National Life Group February 1985 - January 2013
Phoenix Mutual June 1980 - February 1985
Skills
EKG interpretation, Medical Terminology, Medical Records, Medicine, Laboratory, Cardiology, Physiology, Underwriting
Education
The University of Connecticut 1979 — 1980
Certification, Exercise Physiology
The University of Connecticut 1977 — 1979
Master's degree, Physiology
Penn State University 1973 — 1977
Bachelor's degree, Animal Sciences
Lamoille Valley Veterinary Services February 2013 - Present
National Life Group February 1985 - January 2013
Phoenix Mutual June 1980 - February 1985
Skills
EKG interpretation, Medical Terminology, Medical Records, Medicine, Laboratory, Cardiology, Physiology, Underwriting
Education
The University of Connecticut 1979 — 1980
Certification, Exercise Physiology
The University of Connecticut 1977 — 1979
Master's degree, Physiology
Penn State University 1973 — 1977
Bachelor's degree, Animal Sciences
Deborah Telles-Palladino Deborah Telles-Palladino's Phoenix Mutual Experience February 1981 - July 1991
Job Financial Planner @ Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners January 2007 - Present
Baystate Financial Services July 2001 - December 2006
Advantage Financial Services/ Transamerica Life July 1991 - July 2001
Phoenix Mutual February 1981 - July 1991
Skills
Investments, Retirement, Retirement Planning, Wealth, Wealth Accumulation, Estate Planning, Fixed Annuities, Financial Planning, Wealth Management, Mutual Funds, Financial Advisory, Series 7, Finance, Asset Allocation, Investment Advisory, Strategic Financial..., Tax
Education
Montclair State University 1974 — 1977
Brooklyn College 1970 — 1973
Integrated Financial Partners January 2007 - Present
Baystate Financial Services July 2001 - December 2006
Advantage Financial Services/ Transamerica Life July 1991 - July 2001
Phoenix Mutual February 1981 - July 1991
Skills
Investments, Retirement, Retirement Planning, Wealth, Wealth Accumulation, Estate Planning, Fixed Annuities, Financial Planning, Wealth Management, Mutual Funds, Financial Advisory, Series 7, Finance, Asset Allocation, Investment Advisory, Strategic Financial..., Tax
Education
Montclair State University 1974 — 1977
Brooklyn College 1970 — 1973
David J. Isenstadt CIC, LUTCF David J. Isenstadt CIC, LUTCF's Phoenix Mutual Experience July 1980 - July 1983
Job Owner, New England Insurance Group
Industry Insurance
Experience
New England Insurance Group January 1991 - Present
Guardian Insurance Co. 1983 - 1991
Phoenix Mutual July 1980 - July 1983
Skills
Employee Benefits, Disability Insurance, Long-term Care, Health Insurance, Term Life Insurance, Long Term Care Insurance, Small Business, Health Savings Accounts, Managed Care, Life Insurance, Brokers, Whole Life, Retirement Planning, Group Insurance, Dental Insurance, Permanent Life Insurance, Long Term Care, Fixed Annuities, Accident, Medicare
Education
Southern Connecticut State University 1975 — 1978
BA, Political Science
University of Miami 1974 — 1975
New England Insurance Group January 1991 - Present
Guardian Insurance Co. 1983 - 1991
Phoenix Mutual July 1980 - July 1983
Skills
Employee Benefits, Disability Insurance, Long-term Care, Health Insurance, Term Life Insurance, Long Term Care Insurance, Small Business, Health Savings Accounts, Managed Care, Life Insurance, Brokers, Whole Life, Retirement Planning, Group Insurance, Dental Insurance, Permanent Life Insurance, Long Term Care, Fixed Annuities, Accident, Medicare
Education
Southern Connecticut State University 1975 — 1978
BA, Political Science
University of Miami 1974 — 1975
Bruce Fritz Bruce Fritz's Phoenix Mutual Experience January 1971 - April 1983
Job Financial Services Representative at State Farm Insurance Company
Industry Insurance
Experience
State Farm Insurance August 2010 - Present
William Pitt Sotheby's International Realty April 2003 - July 2010
Weston Middle School January 2008 - June 2008
Henddrickson & Company June 2002 - August 2003
Northwestern Group Marketing January 1994 - May 2002
Chubb LifeAmerica April 1983 - December 1993
Phoenix Mutual January 1971 - April 1983
Skills
Disability Insurance, Sales, Sellers, Employee Benefits, Team Building
Education
Sacred Heart University 2005 — 2007
MAT, Elementary Education
Dale Carnegie Training 1999 — 2004
Instructor, Adult Education
Penn State University 1965 — 1969
BS, Marketing
State Farm Insurance August 2010 - Present
William Pitt Sotheby's International Realty April 2003 - July 2010
Weston Middle School January 2008 - June 2008
Henddrickson & Company June 2002 - August 2003
Northwestern Group Marketing January 1994 - May 2002
Chubb LifeAmerica April 1983 - December 1993
Phoenix Mutual January 1971 - April 1983
Skills
Disability Insurance, Sales, Sellers, Employee Benefits, Team Building
Education
Sacred Heart University 2005 — 2007
MAT, Elementary Education
Dale Carnegie Training 1999 — 2004
Instructor, Adult Education
Penn State University 1965 — 1969
BS, Marketing
Arlene DeMaris Arlene DeMaris's Phoenix Mutual Experience January 1983 - January 1986
Job Writer and editor, health care, employee benefits, health & wellness
Industry Writing and Editing
Experience
Self-employed January 1989 - Present
Mercaldi & Folia January 1986 - January 1989
Phoenix Mutual January 1983 - January 1986
CIGNA January 1981 - January 1983
The Travelers January 1978 - January 1981
Skills
Healthcare, Editing, Freelance Writing, Web Content, Copywriting, Brochures, Advertising, Copy Editing, Press Releases, Training, Marketing Strategy, Marketing, Creative Writing, Employee Benefits, Marketing Communications, Journalism, Social Media, Newsletters, QuarkXPress, Publications, Social Media Marketing, Email Marketing
Education
Nasson College 1971 — 1974
B.A., English, Biology
Rutgers University
Self-employed January 1989 - Present
Mercaldi & Folia January 1986 - January 1989
Phoenix Mutual January 1983 - January 1986
CIGNA January 1981 - January 1983
The Travelers January 1978 - January 1981
Skills
Healthcare, Editing, Freelance Writing, Web Content, Copywriting, Brochures, Advertising, Copy Editing, Press Releases, Training, Marketing Strategy, Marketing, Creative Writing, Employee Benefits, Marketing Communications, Journalism, Social Media, Newsletters, QuarkXPress, Publications, Social Media Marketing, Email Marketing
Education
Nasson College 1971 — 1974
B.A., English, Biology
Rutgers University
Bill Bladel, CEBS Bill Bladel, CEBS's Phoenix Mutual Experience 1982 - 1985
Job Employee Benefit Consulting, Population Health Collaboration, Integrative Health Care Marketing & Business Development
Industry Hospital & Health Care
Experience
PIER Practice Solutions, LLC - a CentraState Healthcare System Affiliate September 2013 - Present
QualCare Inc. April 2013 - July 2013
Mid Atlantic Benefit Strategies, LLC January 1997 - December 2012
Nippon Life Insurance Company of America 1992 - 1996
Phoenix Home Life 1986 - 1992
Mutual Benefit 1985 - 1986
Phoenix Mutual 1982 - 1985
Union Mutual 1979 - 1982
Skills
Employee Benefits, Insurance, Healthcare, Health Insurance, Disability Insurance, Health Care Reform, Long-term Care, Health Policy, Managed Care, Training, Management, Hospitals, Voluntary Employee..., Group Insurance, Sales Management, Employee Wellness..., Patient Advocacy, Organizational Culture, Population Health..., Health Care Quality, Patient Engagement, Healthcare Information...
Education
Fairfield University
BS, Marketing
Johns Hopkins University & Coursera
The Science of Safety in Healthcare - Online Certificate Program
St. Agnes Cathedral High School
PIER Practice Solutions, LLC - a CentraState Healthcare System Affiliate September 2013 - Present
QualCare Inc. April 2013 - July 2013
Mid Atlantic Benefit Strategies, LLC January 1997 - December 2012
Nippon Life Insurance Company of America 1992 - 1996
Phoenix Home Life 1986 - 1992
Mutual Benefit 1985 - 1986
Phoenix Mutual 1982 - 1985
Union Mutual 1979 - 1982
Skills
Employee Benefits, Insurance, Healthcare, Health Insurance, Disability Insurance, Health Care Reform, Long-term Care, Health Policy, Managed Care, Training, Management, Hospitals, Voluntary Employee..., Group Insurance, Sales Management, Employee Wellness..., Patient Advocacy, Organizational Culture, Population Health..., Health Care Quality, Patient Engagement, Healthcare Information...
Education
Fairfield University
BS, Marketing
Johns Hopkins University & Coursera
The Science of Safety in Healthcare - Online Certificate Program
St. Agnes Cathedral High School
Ed Neff Ed Neff's Phoenix Mutual Experience October 2007 - February 2008
Job Business Analyst at Universal Conversion Technologies
Industry Insurance
Experience
Universal Conversion Technologies February 2014 - Present
rest does nothing and earns no money March 2010 - Present
Pan de la Mer January 1999 - Present
Vertex August 2011 - September 2013
Confidential Company due to contractual obligations February 2011 - April 2011
Forrest T. Jones April 2008 - March 2010
Phoenix Mutual October 2007 - February 2008
Lincoln Financial Group October 2006 - September 2007
Legacy Marketing Group August 2004 - July 2006
FAS a division of CSC February 1998 - August 2001
Skills
Assembler/ BAL / ALC, Micro Focus COBOL, COBOL, CICS, Mainframe, Technical Leadership, Business Analysis, Re-Hosting, Mentoring, Problem Solving, Self Starter, User Interface, Conversions, Critical Thinking, SDLC, Assembly, JCL, VSAM, Recommendations, TSO, MVS, DB2, IBM Mainframe, OS/390, IBM Utilities, Coaching, Team Building, Team Leadership, Requirements Analysis, Requirements Gathering, Systems Analysis, Process Improvement, Analysis, Waterfall, Team Management, Application Development, Testing, Documentation, Software Development, Disaster Recovery, Integration, Quality Assurance, Software Documentation, Project Management, Insurance, Data Conversion, Leadership, Management, Networking, Start-ups
Education
The University of Connecticut 1965 — 1970
B.S.
Universal Conversion Technologies February 2014 - Present
rest does nothing and earns no money March 2010 - Present
Pan de la Mer January 1999 - Present
Vertex August 2011 - September 2013
Confidential Company due to contractual obligations February 2011 - April 2011
Forrest T. Jones April 2008 - March 2010
Phoenix Mutual October 2007 - February 2008
Lincoln Financial Group October 2006 - September 2007
Legacy Marketing Group August 2004 - July 2006
FAS a division of CSC February 1998 - August 2001
Skills
Assembler/ BAL / ALC, Micro Focus COBOL, COBOL, CICS, Mainframe, Technical Leadership, Business Analysis, Re-Hosting, Mentoring, Problem Solving, Self Starter, User Interface, Conversions, Critical Thinking, SDLC, Assembly, JCL, VSAM, Recommendations, TSO, MVS, DB2, IBM Mainframe, OS/390, IBM Utilities, Coaching, Team Building, Team Leadership, Requirements Analysis, Requirements Gathering, Systems Analysis, Process Improvement, Analysis, Waterfall, Team Management, Application Development, Testing, Documentation, Software Development, Disaster Recovery, Integration, Quality Assurance, Software Documentation, Project Management, Insurance, Data Conversion, Leadership, Management, Networking, Start-ups
Education
The University of Connecticut 1965 — 1970
B.S.
Bob Bodack Bob Bodack's Phoenix Mutual Experience 1972 - 1984
Job Managing Partner at Creative Retirement Plans, LLC
Industry Insurance
Experience
Creative Retirement Plans, LLC March 1972 - Present
Creative Retirement Plans, LLC March 1972 - Present
Phoenix Mutual 1972 - 1984
Dun & Bradstreet 1971 - 1972
Skills
Project Planning, Tax, Estate Planning, Insurance, Strategic Planning, Sales, Employee Benefits, Public Speaking, Investments, Negotiation, Team Building, Disability Insurance, Marketing Strategy, Finance, Process Improvement, Fixed Annuities, Small Business, Strategy, Leadership, Social Media Marketing, Sales Management, Retirement, Pensions, Management, Retirement Planning, Training, Business Planning, Start-ups, Risk Management, Strategic Financial..., Wealth, Long-term Care, 401k, Financial Planning
Education
City University of New York City College 1965 — 1970
BA, Political Science, Economics, History
Creative Retirement Plans, LLC March 1972 - Present
Creative Retirement Plans, LLC March 1972 - Present
Phoenix Mutual 1972 - 1984
Dun & Bradstreet 1971 - 1972
Skills
Project Planning, Tax, Estate Planning, Insurance, Strategic Planning, Sales, Employee Benefits, Public Speaking, Investments, Negotiation, Team Building, Disability Insurance, Marketing Strategy, Finance, Process Improvement, Fixed Annuities, Small Business, Strategy, Leadership, Social Media Marketing, Sales Management, Retirement, Pensions, Management, Retirement Planning, Training, Business Planning, Start-ups, Risk Management, Strategic Financial..., Wealth, Long-term Care, 401k, Financial Planning
Education
City University of New York City College 1965 — 1970
BA, Political Science, Economics, History
Liz Dann, Liz Dann,'s Phoenix Mutual Experience 1981 - 1983
Job Business Solution Director at BrightWork
Industry Information Technology and Services
Experience
BrightWork January 2011 - Present
EPMLive October 2008 - January 2011
Siemens/Microsoft May 2008 - November 2008
Daptiv (formerly eProject) 2005 - 2008
Microsoft April 2003 - August 2004
Denver CO January 2001 - April 2003
eLabor.com January 2000 - July 2001
HBOC January 2000 - January 2001
NFB January 1990 - January 2000
Phoenix Mutual 1981 - 1983
Skills
Product Marketing, Enterprise Software, SharePoint, PMO, Project Management, Business Intelligence, Business Development, MS Project, Sales, Solution Selling, Project Portfolio..., Program Management, Trade Shows, Online Advertising, Marketing, SaaS
Education
University of Washington 2007 — 2008
Project Management, Project Management
PMP
Tel Aviv University 1977 — 1978
Fulbright-Hayes Fellowship-ITT Fellowship
University of Chicago 1974 — 1977
Master of Arts (M.A.), Anthropology
ITT Fellow -IsraelPortland State University
B.A, Psychology/Anthropology
University of Chicago
M.A, Social/ Cultural Anthropology
BrightWork January 2011 - Present
EPMLive October 2008 - January 2011
Siemens/Microsoft May 2008 - November 2008
Daptiv (formerly eProject) 2005 - 2008
Microsoft April 2003 - August 2004
Denver CO January 2001 - April 2003
eLabor.com January 2000 - July 2001
HBOC January 2000 - January 2001
NFB January 1990 - January 2000
Phoenix Mutual 1981 - 1983
Skills
Product Marketing, Enterprise Software, SharePoint, PMO, Project Management, Business Intelligence, Business Development, MS Project, Sales, Solution Selling, Project Portfolio..., Program Management, Trade Shows, Online Advertising, Marketing, SaaS
Education
University of Washington 2007 — 2008
Project Management, Project Management
PMP
Tel Aviv University 1977 — 1978
Fulbright-Hayes Fellowship-ITT Fellowship
University of Chicago 1974 — 1977
Master of Arts (M.A.), Anthropology
ITT Fellow -IsraelPortland State University
B.A, Psychology/Anthropology
University of Chicago
M.A, Social/ Cultural Anthropology
Tom Frenaye's Phoenix Mutual Experience 1983 - 2001
Job Director ARRL
Industry Information Technology and Services
Experience
Frenaye Associates 2001 - Present
ARRL 1985 - Present
Town of Suffield November 2009 - November 2011
The Phoenix Companies 1984 - 2001
Phoenix Mutual 1983 - 2001
STSC 1981 - 1983
American Radio Relay League 1977 - 1981
Skills
Networking, Research, Customer Service, Public Speaking, Strategic Planning, Team Building, Program Management, Linux, Network Security, Network Administration, Electronics, Management, RF, Programming, Testing, Technical Writing, Security, Disaster Recovery, Product Development, Wireless, Telecommunications, Systems Engineering, TCP/IP, Integration, Information Technology, Software Development, Databases, Leadership, Software Engineering, Project Management, Unix, Budgets, New Business Development, Process Improvement, Enterprise Architecture, Data Center, Microsoft Office, Troubleshooting, Web Design, Perl, Cloud Computing, Network Design, Embedded Systems
Education
Sonoma State University 1970 — 1975
Master's degree, Political Science
Carnegie Mellon University 1968 — 1969
Electrical Engineering
Claremont High School 1964 — 1968
Frenaye Associates 2001 - Present
ARRL 1985 - Present
Town of Suffield November 2009 - November 2011
The Phoenix Companies 1984 - 2001
Phoenix Mutual 1983 - 2001
STSC 1981 - 1983
American Radio Relay League 1977 - 1981
Skills
Networking, Research, Customer Service, Public Speaking, Strategic Planning, Team Building, Program Management, Linux, Network Security, Network Administration, Electronics, Management, RF, Programming, Testing, Technical Writing, Security, Disaster Recovery, Product Development, Wireless, Telecommunications, Systems Engineering, TCP/IP, Integration, Information Technology, Software Development, Databases, Leadership, Software Engineering, Project Management, Unix, Budgets, New Business Development, Process Improvement, Enterprise Architecture, Data Center, Microsoft Office, Troubleshooting, Web Design, Perl, Cloud Computing, Network Design, Embedded Systems
Education
Sonoma State University 1970 — 1975
Master's degree, Political Science
Carnegie Mellon University 1968 — 1969
Electrical Engineering
Claremont High School 1964 — 1968
Colleen Devane's Phoenix Mutual Experience 2002 - Present
Job Senior Business Analyst at Phoenix Life Insurance Co.
Industry Insurance
Experience
Phoenix Life Insurance Co. September 2002 - Present
The Phoenix Companies, Inc. 2002 - Present
Phoenix Mutual 2002 - Present
Education
State University of New York College at Plattsburgh 1987 — 1991
Phoenix Life Insurance Co. September 2002 - Present
The Phoenix Companies, Inc. 2002 - Present
Phoenix Mutual 2002 - Present
Education
State University of New York College at Plattsburgh 1987 — 1991
Sia Dowlatshahi, CLU, RICP's Phoenix Mutual Experience July 1985 - February 1999
Job Independent Financial Advisor
Industry Investment Management
Experience
Gateway Financial Partners February 1999 - Present
Lions Clubs International January 1992 - Present
Phoenix Mutual July 1985 - February 1999
Skills
Retirement Planning, Long-term Care, Financial Advisory, Investment Advisory, Coaching, Finance, Wealth Management, Financial Planners, Insurance, Retirement, Life Insurance, Estate Planning, Investments, 401k, Wealth, Disability Insurance, Series 7, Asset Allocation, Strategic Financial..., Fixed Annuities, Mutual Funds, Risk Management, Small Business, Health Insurance, Series 63, Securities, Employee Benefits, Term Life Insurance, Sales, Portfolio Management, Strategic Planning, Business Planning, Financial Services, Financial Analysis, Trusts, Asset Management, Alternative Investments, Long Term Care Insurance, Mortgage Lending, Loans, Residential Mortgages, Underwriting, Relationship Management, Commercial Lending, Banking, Series 65, Commercial Banking, Series 6, Credit
Education
University of San Francisco 1977 — 1981
Gateway Financial Partners February 1999 - Present
Lions Clubs International January 1992 - Present
Phoenix Mutual July 1985 - February 1999
Skills
Retirement Planning, Long-term Care, Financial Advisory, Investment Advisory, Coaching, Finance, Wealth Management, Financial Planners, Insurance, Retirement, Life Insurance, Estate Planning, Investments, 401k, Wealth, Disability Insurance, Series 7, Asset Allocation, Strategic Financial..., Fixed Annuities, Mutual Funds, Risk Management, Small Business, Health Insurance, Series 63, Securities, Employee Benefits, Term Life Insurance, Sales, Portfolio Management, Strategic Planning, Business Planning, Financial Services, Financial Analysis, Trusts, Asset Management, Alternative Investments, Long Term Care Insurance, Mortgage Lending, Loans, Residential Mortgages, Underwriting, Relationship Management, Commercial Lending, Banking, Series 65, Commercial Banking, Series 6, Credit
Education
University of San Francisco 1977 — 1981
Bob Passero's Phoenix Mutual Experience August 1983 - August 1986
Job Policy Expert
Industry Insurance
Experience
Indepentdent Insurance Consultant October 2014 - Present
MetLife June 2005 - December 2012
Travelers Life & Annuity October 1991 - July 2005
CIGNA October 1986 - October 1991
Phoenix Mutual August 1983 - August 1986
Phoenix Mutual August 1976 - August 1983
Aetna Life Insurance Company October 1973 - August 1976
Skills
Insurance, Life Insurance, Disability Insurance, Retirement Planning, Term Life Insurance
Education
Quinnipiac University 1966 — 1970
Indepentdent Insurance Consultant October 2014 - Present
MetLife June 2005 - December 2012
Travelers Life & Annuity October 1991 - July 2005
CIGNA October 1986 - October 1991
Phoenix Mutual August 1983 - August 1986
Phoenix Mutual August 1976 - August 1983
Aetna Life Insurance Company October 1973 - August 1976
Skills
Insurance, Life Insurance, Disability Insurance, Retirement Planning, Term Life Insurance
Education
Quinnipiac University 1966 — 1970
Kevin McClay's Phoenix Mutual Experience 1999 - 2000
Job Senior IT Project Manager at UnitedHealth Group
Industry Information Technology and Services
Experience
The Hartford Senior IT Project ManagerUnitedHealth GroupAugust 2012 - Present
CSC 2006 - 2008
Boehringer Ingelheim 2000 - 2006
Phoenix Mutual 1999 - 2000
Aetna 1999 - 1999
Skills
Information Technology, Active Directory, Project Delivery, Vendor Management, Program Management, IT Strategy, Business Analysis, Project Management, Requirements Analysis, Servers, PMP, MS Project, Resource Management, PMO, Business Intelligence, Business Process, Enterprise Architecture, IT Management, SDLC, Certified Project..., Process Improvement, Agile Methodologies, Disaster Recovery, IT Operations, Requirements Gathering, Infrastructure, Integration, Software Documentation, Software Development, Project Portfolio..., ITIL, Visio, Risk Management, IT Service Management, Windows Server, Cross-functional Team..., Business Requirements, Business Process..., Team Leadership, Data Warehousing, Business Continuity, Data Center, SQL, Governance
Education
University of Phoenix 2001 — 2003
MS, Information Systems
Valley Forge Christian College 1984 — 1988
BSB, Pastoral Studies
The Hartford Senior IT Project ManagerUnitedHealth GroupAugust 2012 - Present
CSC 2006 - 2008
Boehringer Ingelheim 2000 - 2006
Phoenix Mutual 1999 - 2000
Aetna 1999 - 1999
Skills
Information Technology, Active Directory, Project Delivery, Vendor Management, Program Management, IT Strategy, Business Analysis, Project Management, Requirements Analysis, Servers, PMP, MS Project, Resource Management, PMO, Business Intelligence, Business Process, Enterprise Architecture, IT Management, SDLC, Certified Project..., Process Improvement, Agile Methodologies, Disaster Recovery, IT Operations, Requirements Gathering, Infrastructure, Integration, Software Documentation, Software Development, Project Portfolio..., ITIL, Visio, Risk Management, IT Service Management, Windows Server, Cross-functional Team..., Business Requirements, Business Process..., Team Leadership, Data Warehousing, Business Continuity, Data Center, SQL, Governance
Education
University of Phoenix 2001 — 2003
MS, Information Systems
Valley Forge Christian College 1984 — 1988
BSB, Pastoral Studies
Rob Paszko, CISM's Phoenix Mutual Experience 1996 - 1998
Job End Point Security Manager at DuPont
Industry Chemicals
Experience
DuPont August 2011 - Present
DuPont January 2001 - July 2011
Phoenix Mutual 1996 - 1998
Phoenix Home Life Mutual Insurance Company April 1992 - June 1996
Home Life Insurance 1988 - 1992
E.R.Squibb (Bristol-Myers Squibb) 1988 - 1989
Depository Trust Company 1985 - 1988
First Fidelity 1981 - 1986
Fidelity Union Bancorp 1981 - 1985
Skills
CISSP, IT Management, IT Strategy, Security Audits, Network Security, Security, Strategy, IT Service Management, Computer Security, Information Security, Change Management, Vulnerability, Leadership, IT Operations, Vulnerability Scanning, Business Intelligence, Firewalls, Testing, Process Improvement, Computer Forensics, Networking, Management, ITIL, Six Sigma, Vulnerability Assessment, Encryption, IPS, IT Audit, Program Management, CISA, Intrusion Detection, Business Continuity, Analysis, Information Security..., Sarbanes-Oxley Act, Risk Management, Information Technology, Risk Assessment, WAN, Governance, Security Consulting, Identity Management, Disaster Recovery, Security Architecture..., Private Investigations, Integration
Education
Southern New Hampshire University 1977 — 1981
bs, Economics
HHS
DuPont August 2011 - Present
DuPont January 2001 - July 2011
Phoenix Mutual 1996 - 1998
Phoenix Home Life Mutual Insurance Company April 1992 - June 1996
Home Life Insurance 1988 - 1992
E.R.Squibb (Bristol-Myers Squibb) 1988 - 1989
Depository Trust Company 1985 - 1988
First Fidelity 1981 - 1986
Fidelity Union Bancorp 1981 - 1985
Skills
CISSP, IT Management, IT Strategy, Security Audits, Network Security, Security, Strategy, IT Service Management, Computer Security, Information Security, Change Management, Vulnerability, Leadership, IT Operations, Vulnerability Scanning, Business Intelligence, Firewalls, Testing, Process Improvement, Computer Forensics, Networking, Management, ITIL, Six Sigma, Vulnerability Assessment, Encryption, IPS, IT Audit, Program Management, CISA, Intrusion Detection, Business Continuity, Analysis, Information Security..., Sarbanes-Oxley Act, Risk Management, Information Technology, Risk Assessment, WAN, Governance, Security Consulting, Identity Management, Disaster Recovery, Security Architecture..., Private Investigations, Integration
Education
Southern New Hampshire University 1977 — 1981
bs, Economics
HHS
Bob Fiondella's Phoenix Mutual Experience 1988 - 1992
Job Retired CEO at Phoenix Life Insurance Company
Industry Financial Services
Experience
Phoenix Life Insurance Company Founding PrincipalJerob Enterprises LLC2003 - 2009
Phoenix 1994 - 2003
The Phoenix Companies 1994 - 2003
Phoenix Mutual Life 1987 - 2001
Phoenix Mutual 1988 - 1992
Skills
Fixed Annuities, Reinsurance, Mergers & Acquisitions, Insurance, Estate Planning, Strategic Planning, Corporate Governance, Healthcare, Budgets, Underwriting, Investments, Property & Casualty..., Risk Management, Business Development, Retirement Planning, Strategic Financial..., Life Insurance, Legal Liability
Education
The University of Connecticut School of Law 1999 — 1999
JD, Law
Providence College 1960 — 1964
AB, Political Science
Providence College 1960 — 1964
ba, political science
Phoenix Life Insurance Company Founding PrincipalJerob Enterprises LLC2003 - 2009
Phoenix 1994 - 2003
The Phoenix Companies 1994 - 2003
Phoenix Mutual Life 1987 - 2001
Phoenix Mutual 1988 - 1992
Skills
Fixed Annuities, Reinsurance, Mergers & Acquisitions, Insurance, Estate Planning, Strategic Planning, Corporate Governance, Healthcare, Budgets, Underwriting, Investments, Property & Casualty..., Risk Management, Business Development, Retirement Planning, Strategic Financial..., Life Insurance, Legal Liability
Education
The University of Connecticut School of Law 1999 — 1999
JD, Law
Providence College 1960 — 1964
AB, Political Science
Providence College 1960 — 1964
ba, political science
Walt Rowson's Phoenix Mutual Experience April 1982 - September 1984
Job Sr. Vice President at J. Smith Lanier & Co.
Industry Insurance
Experience
J. Smith Lanier & Co. January 2001 - Present
Schultz Rowson Inc. 1989 - 2001
Professional Benefits, Ltd. September 1984 - January 1989
Phoenix Mutual April 1982 - September 1984
Union Mutual June 1967 - April 1982
Education
Bowdoin College 1963 — 1967
BA, Psychology
Pomfret School 1959 — 1963
high school diploma, college prep
J. Smith Lanier & Co. January 2001 - Present
Schultz Rowson Inc. 1989 - 2001
Professional Benefits, Ltd. September 1984 - January 1989
Phoenix Mutual April 1982 - September 1984
Union Mutual June 1967 - April 1982
Education
Bowdoin College 1963 — 1967
BA, Psychology
Pomfret School 1959 — 1963
high school diploma, college prep
Mike Wilbert's Phoenix Mutual Experience 1991 - 1993
Job VP, Group Sales at Reliance Standard Life Ins Co
Industry Insurance
Experience
Reliance Standard Life Ins Co August 1993 - Present
Phoenix Mutual 1991 - 1993
Phoenix Mutual 1991 - 1993
Skills
Disability Insurance, Insurance, Health Insurance, Underwriting, Employee Benefits, Life Insurance, Brokers, Term Life Insurance, Health Savings Accounts, Property & Casualty..., Long-term Care, Account Management, New Business Development, Claim, Sales
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
Master of Business Administration (MBA)
The University of Georgia 1987 — 1991
Bachelor of Business Administration (BBA), Risk Management & Insurance
Reliance Standard Life Ins Co August 1993 - Present
Phoenix Mutual 1991 - 1993
Phoenix Mutual 1991 - 1993
Skills
Disability Insurance, Insurance, Health Insurance, Underwriting, Employee Benefits, Life Insurance, Brokers, Term Life Insurance, Health Savings Accounts, Property & Casualty..., Long-term Care, Account Management, New Business Development, Claim, Sales
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
Master of Business Administration (MBA)
The University of Georgia 1987 — 1991
Bachelor of Business Administration (BBA), Risk Management & Insurance
Virgie Watford's Phoenix Mutual Experience 1984 - 1985
Job Human Services
Industry Executive Office
Experience
Family & Children's Services July 2015 - Present
Endurance 2015 - 2015
Merit Preparatory Charter School September 2013 - July 2014
Legal Services of New Jersey January 2013 - September 2013
Fairleigh Dickinson University March 2012 - August 2012
TEAM Charter Schools: A KIPP Region September 2009 - June 2011
Prudential Financial 1986 - 2007
Phoenix Mutual 1984 - 1985
Allstate Finance 1982 - 1984
Allstate Finance 1982 - 1984
Skills
Legal Research, Legal Writing, Nonprofits, Corporate Law, Community Outreach, Microsoft Office, Lotus Notes, Outlook Express, PeopleSoft, Easy Soft, Web Services, Coordinating Special..., Vendor Managed Inventory, SharePoint, Customer Service
Education
Union County College
Associate in Science, Psychology
Fairleigh Dickinson University - Madison Campus
Legal Assistant/Paralegal
Family & Children's Services July 2015 - Present
Endurance 2015 - 2015
Merit Preparatory Charter School September 2013 - July 2014
Legal Services of New Jersey January 2013 - September 2013
Fairleigh Dickinson University March 2012 - August 2012
TEAM Charter Schools: A KIPP Region September 2009 - June 2011
Prudential Financial 1986 - 2007
Phoenix Mutual 1984 - 1985
Allstate Finance 1982 - 1984
Allstate Finance 1982 - 1984
Skills
Legal Research, Legal Writing, Nonprofits, Corporate Law, Community Outreach, Microsoft Office, Lotus Notes, Outlook Express, PeopleSoft, Easy Soft, Web Services, Coordinating Special..., Vendor Managed Inventory, SharePoint, Customer Service
Education
Union County College
Associate in Science, Psychology
Fairleigh Dickinson University - Madison Campus
Legal Assistant/Paralegal
Chris Brno's Phoenix Mutual Experience August 1991 - September 1997
Job Regional Sales Manager Southern CA / Principal Financial Group
Industry Insurance
Experience
Principal Financial Group November 2005 - Present
Assurant Employee Benefits September 1997 - November 2005
Phoenix Mutual August 1991 - September 1997
Skills
Employee Benefits, Life Insurance, Insurance, Disability Insurance, Health Insurance, Sales, Sales Operations, Brokers, Health Savings Accounts, Long-term Care, Sales Management, Term Life Insurance, Workers Compensation
Education
University of Georgia - Terry College of Business 1987 — 1991
Bachelor of Business Administration (B.B.A.), Risk Management / Insurance
Principal Financial Group November 2005 - Present
Assurant Employee Benefits September 1997 - November 2005
Phoenix Mutual August 1991 - September 1997
Skills
Employee Benefits, Life Insurance, Insurance, Disability Insurance, Health Insurance, Sales, Sales Operations, Brokers, Health Savings Accounts, Long-term Care, Sales Management, Term Life Insurance, Workers Compensation
Education
University of Georgia - Terry College of Business 1987 — 1991
Bachelor of Business Administration (B.B.A.), Risk Management / Insurance
Gary L. Coates's Phoenix Mutual Experience October 1982 - November 1984
Job Senior Specialty Sales Professional
Industry Pharmaceuticals
Experience
sanofi-aventis April 1984 - Present
Phoenix Mutual October 1982 - November 1984
Summit County Bd. of MR August 1978 - October 1984
Education
Kent State University 1975 — 1978
B.S., Physical Education
sanofi-aventis April 1984 - Present
Phoenix Mutual October 1982 - November 1984
Summit County Bd. of MR August 1978 - October 1984
Education
Kent State University 1975 — 1978
B.S., Physical Education
Lori N Karriker's Phoenix Mutual Experience July 1987 - February 1999
Job Account Manager at BB&T
Industry Financial Services
Experience
BB&T November 2003 - Present
Digital Insurance January 2003 - October 2003
CBIZ May 1999 - December 2002
Phoenix Mutual July 1987 - February 1999
Skills
Customer Service, Sales, Leadership, Microsoft Office, Financial Analysis, Risk Management, Marketing, Project Management, Credit, Finance
Education
The University of Georgia 1982 — 1987
Bachelor's degree, Insurance & Risk Management
BB&T November 2003 - Present
Digital Insurance January 2003 - October 2003
CBIZ May 1999 - December 2002
Phoenix Mutual July 1987 - February 1999
Skills
Customer Service, Sales, Leadership, Microsoft Office, Financial Analysis, Risk Management, Marketing, Project Management, Credit, Finance
Education
The University of Georgia 1982 — 1987
Bachelor's degree, Insurance & Risk Management
william stark, jr's Phoenix Mutual Experience July 1987 - Present
Job retired at phoenix mutual
Industry Insurance
Experience
phoenix mutual July 1987 - Present
Education
Syracuse University - Martin J. Whitman School of Management 1942 — 1945
bs
phoenix mutual July 1987 - Present
Education
Syracuse University - Martin J. Whitman School of Management 1942 — 1945
bs