PLANCO/The Hartford

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PLANCO/The Hartford Employees

Employee
Years
Job
Industry
Patty McCallum Patty McCallum Greater Philadelphia Area Details
Patty McCallum's PLANCO/The Hartford Experience September 2003 - July 2009
Job Finance Specialist at Philips Medical Capital
Industry Financial Services
Experience
Philips Medical Capital  September 2014 - Present
Cisco Capital  September 2012 - September 2014
Exelon Energy  November 2009 - August 2012
Integrated Waste Solutions, Inc   August 2009 - November 2009
PLANCO/The Hartford   September 2003 - July 2009
PLANCO/The Hartford   January 2005 - December 2008

Skills
Negotiation, Account Management, Problem Solving, Microsoft Office, Customer Relations, PowerPoint, Excel, Contract Negotiation, Strategic Planning, Pricing, B2B, Cross-functional Team..., Customer Service, Management, Sales, Sales Operations

Education
Penn State University   2010 — 2011
Project Management Certification

Penn State University   2010 — 2011
IT Business Analyst Program

Muhlenberg College   1997 — 2001
BA, Psychology

Ellen Daneke Ellen Daneke Greater Philadelphia Area Details
Ellen Daneke's PLANCO/The Hartford Experience 1999 - 2008
Job LEADER who builds highly effective, collaborative teams, delivering solid IT solutions
Industry Information Technology and Services
Experience
BUILDING / MENTORING HIGH PERFORMANCE CROSS-FUNCTIONAL TEAMS & IT SOLUTIONS, DRIVING REVENUES’   December 2013 - Present
The Hartford / Hartford Funds   July 2012 - November 2013
The Hartford  January 2011 - June 2012
Hartford Life Distributors   1999 - 2010
PLANCO/The Hartford   1999 - 2008

Skills
Fixed Annuities, Mutual Funds, Variable Annuities, Business Analysis, Financial Services, SDLC, Technology Leadership, Management, Leadership, Business Requirements, Analytics, Information Technology, Enterprise Architecture, Securities, Software Development, Business Intelligence, Requirements Gathering, Visio, Sales & Distribution..., Team Building, Project Portfolio..., CRM, Life Insurance, Risk Management, FINRA, Business Process..., IT Strategy, Series 7, Vendor Management

Education
East Stroudsburg University of Pennsylvania
Bachlor of Science, Health and Physical Education, K-12

Lisa Pickell Lisa Pickell Greater Philadelphia Area Details
Lisa Pickell's PLANCO/The Hartford Experience May 2001 - November 2002
Job Compliance Specialist/Broker Dealer Compliance at The Hartford
Industry Financial Services
Experience
The Hartford  November 2002 - Present
PLANCO/The Hartford   May 2001 - November 2002
The Goddard School  February 2000 - May 2001

Skills
Series 6, FINRA, Series 63, Series 26, PA Life and Variable..., Customer Satisfaction, Multi Tasking, Team-oriented

Education
Montgomery County Community College

Elizabeth (Crum) Schickling Elizabeth (Crum) Schickling Greater Philadelphia Area Details
Elizabeth (Crum) Schickling's PLANCO/The Hartford Experience June 2007 - July 2009
Job Project Manager, Marketing
Industry Marketing and Advertising
Experience
Worldwide Clinical Trials  March 2015 - Present
Hartford Funds  September 2013 - March 2015
Hartford Funds  May 2012 - September 2013
PharmaNet/i3  May 2010 - May 2012
Pershing  December 2009 - May 2010
PLANCO/The Hartford   June 2007 - July 2009
PLANCO/The Hartford   December 2006 - May 2007

Skills
Leadership, Marketing, Training, PowerPoint, Outlook, Dreamweaver, Microsoft Word, Lotus Notes, Microsoft Office, Marketing Communications, Salesforce.com, Photoshop, Series 63, Event Planning, Time Management, Project Management, QuarkXPress, Series 6, Mutual Funds, Financial Services, Process Improvement, Meeting Planning, Adobe Creative Suite, Communication, Customer Service, Content Management, Clinical Trials

Education
Shippensburg University of Pennsylvania   2002 — 2006
Bachelor's, Social Work

Honesdale High School   1998 — 2002
High School Diploma

Lucinda Hottenstein Lucinda Hottenstein Downingtown, Pennsylvania Details
Lucinda Hottenstein's PLANCO/The Hartford Experience October 2007 - August 2008
Job Sales Operations Consultant at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors  October 2013 - Present
Hartford Funds  March 2012 - July 2013
The Hartford  October 2010 - March 2012
The Hartford  September 2009 - September 2010
The Hartford  November 2008 - September 2009
Hartford Life Limited  August 2008 - November 2008
PLANCO/The Hartford   October 2007 - August 2008
PLANCO/The Hartford   January 2007 - September 2007
Hartford Life Japan, HLIKK   July 2004 - December 2006
PLANCO/The Hartford   August 1995 - June 2004

Skills
Change Management, Start-ups, Business Strategy, Mutual Funds, Program Management, Recruiting, Professional Mentoring, Leadership, Business Planning, Management, Salesforce.com, Training, Sales Management, Strategy, Sales Operations, Marketing, Outsourcing, Project Management

Education
University of Pittsburgh
BA, Economics

Worldwide ERC GMS

Tiffany Alice Bergmann Tiffany Alice Bergmann Greater Los Angeles Area Details
Tiffany Alice Bergmann's PLANCO/The Hartford Experience June 2006 - February 2008
Job Personal Chef at Dinner Please
Industry Marketing and Advertising
Experience
Dinner Please   November 2010 - Present
ADP  October 2009 - September 2010
Pasadena Magazine  February 2009 - September 2009
Lincoln Financial Distributors  February 2008 - February 2009
PLANCO/The Hartford   June 2006 - February 2008
Sapphire Technologies  March 2005 - September 2005

Skills
Advertising, Sales, Salesforce.com, Marketing, Customer Service, Insurance, Sales Presentations, Sales Management, Strategic Planning, Public Speaking, Social Media Marketing, Social Media, Time Management, Marketing Strategy, Event Planning

Education
Pacific University   2000 — 2002
Bachelors of Arts, Education

Ben Volok Ben Volok Greater Denver Area Details
Ben Volok's PLANCO/The Hartford Experience September 2001 - March 2010
Job Regional Vice President at CION Securities, LLC
Industry Financial Services
Experience
CION Securities, LLC   February 2013 - Present
Sun Life Financial  March 2010 - December 2011
PLANCO/The Hartford   September 2001 - March 2010
PLANCO  2001 - 2010

Skills
Series 7, Variable Annuities, Fixed Annuities, Series 6, Series 63, Marketing, Sales, Retirement, 401k, Life Insurance, Portfolio Management, Long-term Care, Sales Presentations, Alternative Investments

Education
University of Pittsburgh   1997 — 2001
BSBA, Finance

George Washington High School

Stila Matthews Stila Matthews Greater Philadelphia Area Details
Stila Matthews's PLANCO/The Hartford Experience July 2006 - September 2006
Job Senior Compliance Specialist at The Hartford
Industry Financial Services
Experience
The Hartford  March 2015 - Present
The Hartford  August 2013 - March 2015
The Hartford  August 2007 - March 2013
PLANCO/The Hartford   July 2006 - September 2006

Skills
Mutual Funds, FINRA, Complaince, Financial Services, Finance, Analysis, Securities, Policy, Series 63, Series 24, Microsoft Office, Series 6, Internal Audit

Education
St. Joseph's University   2003 — 2005
Master of Business Administration (MBA)

Stila Matthews Stila Matthews Greater Philadelphia Area Details
Stila Matthews's PLANCO/The Hartford Experience August 2007 - September 2008
Job Compliance Analyst at Hartford Life Distributors, LLC
Industry Financial Services
Experience
Hartford Life  September 2008 - Present
PLANCO/The Hartford   August 2007 - September 2008
The Ritz-Carlton, Philadelphia  January 2006 - June 2006

Education
Saint Joseph's University - Erivan K. Haub School of Business   2003 — 2005

Jeffrey Maxwell Jeffrey Maxwell Hartford, Connecticut Area Details
Jeffrey Maxwell's PLANCO/The Hartford Experience July 2006 - December 2008
Job VP Sales Support at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America  February 2014 - Present
The Prudential Insurance Company of America  March 2012 - February 2014
Hartford Life  August 2009 - February 2012
Hartford Life  January 2009 - August 2009
PLANCO/The Hartford   July 2006 - December 2008
Hartford Life  June 1999 - June 2006

Skills
Insurance, Mutual Funds, Lotus Notes, Customer Relations, Sales Management, Training & Development, Executive Communications, Internal Communications, Corporate Communications, Retirement Plans, Retirement Planning, Annuities

Education
University of Notre Dame - Mendoza College of Business   1998 — 1999
MBA

Seattle University   1989 — 1993
Bachelor of Science (BS) and Bachelor of Arts (BA), Finance, Marketing, English

Kate Sprague Kate Sprague Washington D.C. Metro Area Details
Kate Sprague's PLANCO/The Hartford Experience February 2005 - July 2009
Job Registered Financial Associate at Cary Street Partners
Industry Financial Services
Experience
Cary Street Partners  January 2012 - Present
Woodbury Financial Services  August 2009 - January 2012
Planco/The Hartford   February 2005 - July 2009
Piedmont Press & Graphics  August 2003 - January 2005
ARCOM  May 1990 - September 1993

Skills
Series 7, Asset Allocation, Mutual Funds, Strategic Planning, Retirement Planning, Wealth Management, Investments, Retirement, Fixed Annuities, Insurance, Finance, Series 63, Marketing, Equities, Life Insurance

Education
Old Dominion University   1986 — 1990
B.A., History

The Hill School, Middleburg, VA

Wakefield Class of 86
Bachelor of Arts (B.A.), History

Jay Verish Jay Verish Greater Philadelphia Area Details
Jay Verish's PLANCO/The Hartford Experience August 1995 - July 2009
Job Sales Training Analyst at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   March 2015 - Present
RS Investments  July 2013 - March 2015
Pacer Financial  January 2010 - July 2013
PLANCO/The Hartford   August 1995 - July 2009

Skills
Series 63, Life Insurance, Mutual Funds, Insurance, Fixed Annuities, Fixed Income, Asset Management, Investments, Asset Allocation, Financial Advisory, 401k, Retirement Planning, Series 6, Series 26, Variable Annuities, ETFs, ETN's, Separately Managed..., Retirement

Education
Shippensburg University of Pennsylvania   1990 — 1994
BA, Communications

Phoenixville High School

Joseph Delzingaro, M.A. Joseph Delzingaro, M.A. Greater Philadelphia Area Details
Joseph Delzingaro, M.A.'s PLANCO/The Hartford Experience 2005 - 2009
Job Hardworking and motivated to have a positive impact within an organization and on the people it serves.
Industry Mental Health Care
Experience
Haven Behavioral Hospital of Philadelphia   January 2015 - April 2015
Haven Behavioral Hospital of Philadelphia   May 2014 - January 2015
Horizon Health/Lower Bucks Hospital's Adult Behavioral Health Unit   March 2011 - May 2014
Horizon Health/Holy Redeemer Hospital's Senior Behavioral Health Unit   June 2010 - May 2011
Planco/The Hartford   2005 - 2009

Skills
Healthcare, Business Development, Account Management, Customer Service, Marketing

Education
La Salle University
Master of Arts, Clinical Psychology

St. Luke the Evangelist

St. Luke the Evangelist

St. Luke, glenside, pa

Temple University
Bachelor of Arts, Psychology

Gillian Parsons Gillian Parsons Greater Philadelphia Area Details
Gillian Parsons's PLANCO/The Hartford Experience October 2006 - November 2010
Job Accountant I at Avanceon
Industry Accounting
Experience
Avanceon  February 2014 - Present
AmeriGas  April 2013 - February 2014
AmeriGas  April 2012 - April 2013
The Hartford  November 2011 - April 2012
PLANCO/The Hartford   October 2006 - November 2010
Calvert Retail   September 2004 - September 2006

Skills
Outlook, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Lotus Notes, Financial Analysis, PeopleSoft

Education
University of Delaware   1997 — 2001
Bachelor

University of Phoenix
Master of Science (M.S.), Accounting