PLANCO/The Hartford
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PLANCO/The Hartford Employees
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
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
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
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
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
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
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
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)
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
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
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
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
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
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