The Guardian Life Insurance Company
The Guardian Life Insurance Company of America is one of the largest mutual life insurance companies in the United States. Based in New York City, it has approximately 8,000 employees in the United States and a network of over 3,000 financial representatives in more than 70 agencies nationwide. Customer service: 1 (212) 598-8000 Headquarters: New York City, NY CEO: Deanna M. Mulligan (Jul 1, 2011–) Number of employees: 8,000 employees; 3,000 financial reps Founded: 1860 Subsidiaries: Park Avenue Securities LLC, Avesis Incorporated,
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The Guardian Life Insurance Company Employees
Nippon Life Insurance Company January 1998 - January 1999
Empire Blue Cross/Blue Shield January 1997 - January 1998
The Guardian Life Insurance Company January 1996 - January 1997
Brandeis University January 1992 - January 1994
Education
Brandeis University 1991 — 1994
ba, mathematics, computer science
Brandeis University
B.A, Computer Science and Mathematics
Teacher's College
Cornerstone Research August 2013 - Present
MLT October 2010 - July 2013
The Guardian Life Insurance Company 1998 - 2009
AXA Equitable Financial Services, LLC 1992 - 1998
Skills
Strategic Thinking, Thought Leadership, Team Management, Contract Negotiation, Budgets, Event Management, Event Planning, Business Development, Management, Recruiting, Corporate Events, Trade Shows, Cross-functional Team..., Public Speaking, Entertainment, CRM, Leadership, Program Management, Marketing Communications, Integrated Marketing, Marketing, Strategic Planning, Strategy, Sales, Competitive Analysis
Education
State University of New York College at Oneonta
Bachelor of Science, Business Economics
Anthem September 2015 - Present
The Guardian Life Insurance Company April 2000 - August 2015
USI Consulting 1997 - 2000
CIGNA Healthcare 1995 - 1997
Skills
Disability Insurance, Health Insurance, Employee Benefits, Life Insurance, Health Savings Accounts, Term Life Insurance, Group Insurance, Brokers, Long-term Care, Insurance, Voluntary Employee..., 401k, Critical Illness, Long Term Care Insurance, Accident, Fixed Annuities, COBRA, Account Management, Flexible Spending..., Health Care Reform, Benefits Administration, Open Enrollment, Defined Benefit, ERISA, Team Building, Diversity, Whole Life, Universal Life, Positivity
Education
The University of Connecticut
Bachelor of Science, Health Systems Management
The Guardian Life Insurance Company August 2002 - Present
Gallo Wine Company January 2001 - August 2002
Skills
Life & Health Insurance..., Critical Illness, Whole Life, Universal Life, Group Insurance, Territory Management, New Business Development, Marketing Strategy, Healthcare, Training, Accident, Sales, Sales Force Development, Account Management, Brokers, Disability Insurance, Health Insurance, IRAs, Insurance, Life Insurance, Medicare, Term Life Insurance, Underwriting
Education
University of San Diego 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Buckeye Partners October 2014 - Present
The Guardian Life Insurance Company June 2014 - September 2014
H&R Block January 2012 - April 2014
Primerica April 2013 - September 2013
Cornerstone Consulting Engineers & Architectural, Inc. July 2010 - August 2010
Skills
Budgets, Accounting, Microsoft Office, Stock Market, SAP, Sales Management, Sales Operations, Direct Sales, Morningstar Direct, QuickBooks, Financial Accounting, Sales, Customer Service
Education
Penn State University 2011 — 2014
Bachelor's Degree, Finance
Sandler Training (Cibants Consulting, Inc.) January 2014 - Present
Cibants Consulting, Inc. November 2013 - January 2014
Bank of New York Mellon Wealth Management May 2011 - October 2013
Corpus Capital Management, Inc. & Corpus Insurance Services, Inc. 2008 - May 2011
The Guardian Life Insurance Company February 2006 - May 2008
JM Family Enterprises, Inc., World Omni Financial Corp, & JM&A Group June 1993 - August 2004
Skills
Estate Planning, Wealth Management, Strategic Financial..., Financial Services, Fixed Annuities, Insurance, Investment Advisory, Wealth, Wealth Management..., Financial Planners, Investment Management, Management, Small Business, Program Management, Sales, Investments, Nonprofits, Leadership, Private Banking, Business Strategy, Disability Insurance, New Business Development, Customer Service, Team Building, Securities, B2B, Marketing, Strategic Planning, Mutual Funds, Customer Retention, Business Development, Training, Financial Planning
Education
University of Phoenix 2001 — 2005
Bachelor of Science
University of Phoenix 1998 — 2005
Bachelor of Science (BS)
The Guardian Life Insurance Company January 2014 - November 2014
New York Life Insurance Company January 2012 - December 2013
New York Life Insurance Company March 2005 - January 2012
IFMG Securities, Inc. 2004 - 2005
Bank of New York (BNY) Investment Center 2000 - 2004
Skills
Securities, Strategic Financial..., Wealth Management, Mutual Funds, FINRA, Investments, Financial Services, Retirement Planning, Series 7, Series 63, Investment Advisory, Series 24, AML, Equities, Asset Management, Insurance, Financial Planning, Anti Money Laundering, Risk Management
Education
Pace University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Management
Preferred Title Company March 2012 - Present
Accent Title LLC April 2010 - September 2011
Florida Title & Closing Specialists, Inc. May 2004 - December 2009
Florida Title & Closing Specialists Affiliate of Accu Title Group, Inc September 2004 - December 2007
FIRST HOME September 2004 - April 2005
Platinum Mortgages June 2004 - August 2004
The Guardian Life Insurance Company May 1999 - June 2004
Benefit Consultants of America September 1995 - May 1999
Eye Centers of Florida June 1995 - September 1995
State Farm Insurance Company March 1990 - May 1995
Skills
Louisiana Notary..., Louisiana State Title..., Real Estate, Foreclosures, Mortgage Lending, Loans, Short Sales, Residential Homes, Insurance, Refinance, Banking, Property, Reverse Mortgages, Sellers, Mortgage Banking, Sales, Commercial Real Estate, Marketing, Life & Health Insurance..., Property and Casualty..., Variable Annuities..., Investment Properties, Closings, Real Estate Transactions
Education
South University - Savannah Georgia 1987 — 1989
Accounting and Business/Management, 4.0
South University 1987 — 1989
BS, Marketing and Business Management
Gold Coast Schools 1997 — 2004
Kaplan University
Securities
South University
B.S. studies; S, Accounting & Business Management/Marketing
Southern Insurance School
Southern Insurance School
State Continuing Education regarding State
The Guardian Life Insurance Company June 1993 - Present
Michigan State University September 1991 - June 1993
Skills
ALM, Credit Risk
Education
University at Albany, SUNY 1989 — 1991
PhD, Mathematics
Saint Petersburg State University 1976 — 1981
MA, Mathematics
Wealth Management Resources, Inc. January 1994 - Present
The Guardian Life Insurance Company 1988 - 2008
Old Stone Trust Company 1983 - 1988
Education
The American College 1980 — 1985
CLU, ChFC, Insurance & Financial Planning
Reliance Standard Life Insurance Company May 2013 - Present
Reliance Standard Life Insurance Company March 2010 - May 2013
Howard Hanna Real Estate Services March 2008 - March 2010
Howard Hanna Real Estate Services June 2002 - March 2008
The Standard Insurance Company May 1997 - June 2002
The Guardian Life Insurance Company August 1994 - April 1997
Connecticut Mutual Life Insurance Company October 1990 - July 1994
Skills
Real Estate, New Business Development, Data Entry, Insurance, Investment Properties, Marketing, Proposal Writing, First Time Home Buyers, Customer Service, Selling, Sales, Health Insurance, Negotiation, Residential Homes, Underwriting, Mortgage Lending, Training, Management
Education
Community College of Allegheny County
Associate, Science
Baldwin High School
Diploma
Quadrint, Inc. May 2015 - Present
Marketing/Sales Organization September 2014 - April 2015
Recruiting - Various Companies March 2014 - April 2015
Elly's Lemonade Stand April 2012 - April 2015
Career Network - MBC September 2009 - February 2013
Harris Corporation February 2010 - March 2012
Social Media Tools Engagement 2012 - 2012
Chevy Chase Bank November 2004 - October 2009
Martin D. Levin, DMD, LLC August 2001 - August 2004
The Guardian Life Insurance Company August 1994 - August 2001
Skills
Human Resources, Recruiting, LinkedIn, Onboarding, New Hire Orientations, Social Media, Sourcing, Coaching, Employee Engagement, Training, Employer Branding, Career Path Planning, Intern Programs, College Recruiting, Talent Acquisition, Interviewing Skills, Staff Retention, Job Coaching, job fairs, Process Improvement, Procedure Manuals, Mentoring New Hires, Policy, Team Building, Workshop Facilitation, Project Coordination, Project Management, Job Descriptions, Vendor Management, Marketing Strategy, Strategy, Event Management, Negotiation, Collaboration, Cross-functional Team..., Cultural Diversity, Change Management, Employee Benefits, CRM, Conflict Resolution, Marketing, Diversity & Inclusion, Employee Relations, Office Management, Customer Service, Workforce Development, Microsoft Office, Workforce Performance, Meeting Scheduling, Leadership
Education
UMUC 2014 — 2018
Bachelor's degree, Human Resources
Montgomery College 2010 — 2014
Business, Target Human Resources
Howard Community College 2013 — 2013
Human Resource Certificate Prep Course, Certified Human Resources Professional June 2013 through current
Work Life Destinations, LLC 2012 — 2012
Certified Professional Coach -Certified 2012 through current, Coaching
Active Public Trust Clearance
Near Perfect Credit Scores - Readily Clearable
Coaching Topics Available - continued
License Held Until 2011; Maintained Continuing Education
Life/Health/Property/Casualty Producers License, (Not Interested in Insurance Sales, thanks.)
kvw HR Solutions,LLC 410.988.2564 January 2010 - Present
Consortium Health Plans, Inc. July 2007 - December 2009
Fiducial 2005 - 2007
Institutional Shareholder Services 2005 - 2007
NASDAQ April 2002 - March 2005
PBS October 2000 - October 2001
The Guardian Life Insurance Company 1992 - 1996
The Guardian Life Insurance Company 1992 - 1996
Skills
Employee Relations, HRIS, Benefits, Compensation, Compliance, HR Consulting, Auditing, Wellness, FLSA, Benchmarking, Salary Surveys, Downsizing, Performance Management, Talent Management, Change Management, Employee Benefits, Leadership Development, Talent Acquisition, HR Policies, Succession Planning, Onboarding, Benefits Administration, HR Strategy, Deferred Compensation, Personnel Management
Education
University of Scranton 1993 — 1996
MS, Counseling
University of Pittsburgh 1981 — 1985
BS, Sociology
Marsh & McLennan Companies September 2014 - Present
Tampa, Fl. 33613 October 2012 - August 2014
University Community Hospital April 2010 - October 2012
The Guardian Life Insurance Company September 2000 - September 2009
The Guardian Life Insurance Company October 1995 - September 2000
The Guardian Life Insurance Company July 1993 - October 1995
The Guardian Life Insurance Company October 1990 - July 1993
Skills
Office Management, Software Documentation, Access, HIPAA, Training, Administrative..., Management, Time Management, Employee Benefits, Budgets, Customer Service, Policy, Team Leadership, Customer Satisfaction, Call Centers, Sales, Insurance, Sales Operations, Travel Arrangements, Claim, Leadership, Payroll, Analysis, Spreadsheets, Problem Solving, Microsoft Office
Education
Northampton Community College 1988 — 1990
Associates, Business Management/Business Administration
Northampton Community College 1988 — 1990
Associate's degree, Business Management/Business Administration
Fortress Brokerage Solutions September 2013 - Present
Legacy Partners of Georgia February 2011 - September 2013
Sterling Insurance, A Windsor Health Group Company March 2012 - May 2013
Bankers Life and Casualty March 2011 - March 2012
The Guardian Life Insurance Company September 2010 - February 2011
Penn Mutual October 2008 - September 2010
MetLife Financial Services May 2004 - October 2008
New York Life Insurance Company 2002 - 2004
Woodstock Financial Group, Inc. 1993 - 1995
Skills
Branch Management, Sales Recruitment, Sales Coach, Sales Management, Sales Improvement, Training/Mentoring, Wealth Management, Sales Team Training, Team Building, Call Center Development, Investment Strategies, Equity Trading, Insurance Planning, Financial Services, Medicare Supplements, Performance Improvement, Securities, Retirement Planning, Medicare, Financial Planning, Investments, Recruiting, Training, Strategic Financial..., Financial Planners, Sales, Insurance, Life Insurance, Long Term Care Insurance, Management Consulting, General Insurance, Term Life Insurance, Fixed Annuities, Executive Management, Business Development, Management, Selling, Risk Management, Sales Process, Coaching, Leadership, Cross-functional Team..., Employee Benefits, Disability Insurance, Long-term Care, Whole Life, Retirement, Finance
Education
The American College 2004 — 2010
CLU, ChFc & CFP
State University of New York at Oswego 1979 — 1984
BA, Political Science
ReachLocal June 2015 - Present
Sunny Days Dental, LLC November 2014 - June 2015
Mimeo Inc. April 2007 - December 2014
The Guardian Life Insurance Company October 2005 - 2006
Metropolitan Life Insurance Company June 2001 - August 2005
Skills
Solution Selling, Sales Process, Account Management, Negotiation, Strategy, B2B, Direct Sales, Integrated Marketing, Training, Recruiting, Program Management, Salesforce.com, Cold Calling, Lead Generation, Sales Management, Proposal Writing, CRM, Qualifying Prospects, New Business Development, SaaS, Enterprise Software, Sales, Selling
Education
Marist College 1997 — 2001
Bachelor's degree
Guardian Life 2008 - 2015
Guardian Life Insurance Company 2004 - 2007
Guardian Life Insurance Company of America 2000 - 2003
The Guardian Life Insurance Company 1995 - 1999
Touro College 1990 - 1995
Skills
Business Analysis, Financial Analysis, Team Building, Leadership, Process Improvement, Project Management, Financial Planning, Strategic Financial..., Financial Reporting, Business Process..., Vendor Management, Asset Allocation, Insurance, Financial Modeling, Valuation, Financial Goals, Project Status Reporting, Essbase, Changepoint, IT Management, PeopleSoft, IT Strategy, Program Management, Requirements Gathering, SDLC, Disaster Recovery, Risk Management, SharePoint, Business Intelligence, Software Project..., CA Clarity, Resource Management, PMO, Requirements Analysis, Strategy, Business Process, Business Continuity, Change Management
Education
Touro College
Bachelor’s Degree
The Guardian Life Insurance Company June 2009 - Present
The American Society of Barcelona June 2008 - July 2008
Centric Group, LLC June 2007 - July 2007
Skills
Consultative Selling, Employee Benefits, Entrepreneurial Skills, Healthcare, Corporate Wellness, Goal Oriented, Results Focused, B2B
Education
Miami University 2005 — 2009
BS - Business, Finance
Zion Elementary School District 6 August 2014 - Present
The Guardian Life Insurance Company July 2014 - Present
Association Member Benefits Advisors-AMBA February 2014 - July 2014
Aon Hewitt August 2011 - January 2014
Club Z! In-Home Tutoring September 2010 - July 2011
Waukegan Public Schools July 2007 - August 2010
Skills
Public Speaking, Customer Service, Leadership Development, Coaching, Strategic Planning, Training, Leadership, Microsoft Excel, Microsoft Office, Team Leadership, Team Building, Budgets, Account Management, Project Management, Operations Management, Project Planning, Recruiting, Human Resources, Vendor Management, Performance Management, Business Analysis, Management, Employee Relations, Staff Development, Employee Training, Employee Benefits, Change Management, Sales, Program Management, Call Centers, Insurance, Organizational..., Health Insurance, Quality Assurance, Medicare, Long-term Care, Customer Satisfaction, Process Improvement, Time Management
Education
Northern Illinois University 1980 — 1984
Bachelor of Science (B.S.), Special Education Teacher
Niles East High School 1976 — 1980
High School Diploma, General Studies
Erstad & Riemer, P.A. September 2008 - July 2010
Terhaar, Archibald, Pfefferle & Griebel LLP June 2007 - August 2008
Sedgwick CMS August 2002 - June 2007
Robin, Thompson & Doyle, P January 2006 - August 2006
The Guardian Life Insurance Company February 2001 - July 2002
Firstar Bank July 2000 - February 2001
Education
William Mitchell College of Law 2004 — 2008
J.D., Law
Lawrence University 1995 — 2000
B.A. /B.Music, English, Vocal Performance
Continuance Health Solutions April 2011 - Present
Desypher Analytic Services LLC 2001 - 2011
ProfSoft 2001 - 2009
Beacon Managed Care Services, Inc. 1996 - 2001
SureCare Health Plans/Douglas County IPA 1996 - 1998
Coopers & Lybrand 1994 - 1996
regence BCBS OR 1991 - 1994
US HealthCare, Inc. 1988 - 1991
The Guardian Life Insurance Company 1986 - 1988
American Medical International 1985 - 1986
Skills
Medicaid, Managed Care, Medicare, Healthcare, Health Insurance, Physicians, Employee Benefits, Revenue Cycle, Health Policy, HIPAA, Healthcare Consulting, Strategic Planning, EMR, Data Analysis
Education
Kenyon College 1978 — 1982
BA, Religion
Accord Benefit Resources, Inc. 1998 - Present
HealthPartners 1996 - 1998
The Guardian Life Insurance Company 1982 - 1996
Northwestern National Life April 1978 - 1982
Skills
Management, Medicare, Life Insurance, Health Savings Accounts, Underwriting, Marketing Communications, New Business Development, Retirement Planning, Workers Compensation, Public Speaking, Small Business, Project Management, Human Resources, Disability Insurance, Team Building, Long-term Care, Selling, Social Media, Customer Service, Strategy, Leadership, Strategic Planning, Fixed Annuities, Coaching, Brokers, Marketing Strategy, Term Life Insurance, Retirement, Insurance, Marketing, Microsoft Excel, COBRA, Sales Management, Account Management, Healthcare, Sales, Public Relations, Benefits Administration
Education
University of Minnesota-Twin Cities 1975 — 1978
Journalism School - Advertising Major
The Cason Group, Inc. May 2011 - Present
LifeMark Partners, Inc. January 2010 - Present
NAILBA foundation January 2015 - February 2015
The Cason Group, Inc. May 1991 - June 2011
The Guardian Life Insurance Company 1981 - 1991
Cason and Associates 1979 - 1981
Metropolitan Life Insurance Company 1974 - 1979
Trust Company Bank(now SunTrust) 1972 - 1974
Skills
Disability Insurance, Health Insurance, Insurance, Life Insurance, Term Life Insurance, Employee Benefits, Strategic Planning, Retirement Planning, Brokers, Fixed Annuities, Estate Planning, Sales, Health Savings Accounts, Leadership, Retirement, Underwriting, Critical Illness
Education
Georgia State University - J. Mack Robinson College of Business 1972 — 1978
none
The University of Georgia 1968 — 1971
BBA, Finance
Clemson University 1966 — 1968
none
American General Life Companies May 2003 - Present
The Guardian Life Insurance Company 2001 - 2003
Comiskey Kaufman 1997 - 2001
Insurance Sales Illustration Systems (ISIS) 1987 - 1997
Skills
Life Insurance, Fixed Annuities, Retirement, Charities, Insurance, Compliance, Universal Life, Disability Insurance, Training, Financial Services, Retirement Planning, Brokers, Employee Benefits, Long-term Care, Underwriting, Business Process..., Whole Life, Risk Management, Term Life Insurance, Strategy, Strategic Financial..., Reinsurance, Health Insurance, Financial Planners
Education
Proctor High School
University of Minnesota-Duluth
Bachelor of Arts (B.A.), Psychology
The Guardian Life Insurance Company February 2014 - Present
Cigna March 2002 - February 2014
Skills
Insurance, Claim, Claims Management, Health Insurance, Underwriting, Reinsurance, Workers Compensation, Disability Insurance, Property & Casualty..., General Insurance, Brokers, Life Insurance, Commercial Insurance, Legal Liability
Education
Central Texas College 1987 — 1989
Stephen F. Austin State University 1983 — 1985
Radyous Consulting, Inc March 2009 - Present
S.calate Technology, Inc. March 2001 - December 2009
Radix One January 2000 - March 2001
Intelliant January 1998 - January 2000
Hutton, Graber & Associates December 1992 - January 1998
University of Miami April 1990 - July 1991
Robin and Dackerman May 1988 - April 1990
Credit Suisse First Boston April 1987 - April 1988
The Guardian Life Insurance Company 1985 - 1987
Marketing & Systems Development February 1982 - April 1985
Skills
Telecommunications, Program Management, VoIP, Integration, Strategy, Enterprise Software, Management, Solution Selling, Cloud Computing, Strategic Planning, WAN, Wireless, Unified Communications, PMP, Managed Services, Vendor Management, Management Consulting, Enterprise Architecture, Project Planning, Networking, Data Center, Software Development, Product Management, IT Strategy, Network Design, Marketing, Business Development, Security, Consulting, SaaS, CRM, Civil Society, Strategic Partnerships, Society of..., M&A support, Project Management
Education
Pace University - Lubin School of Business 1980 — 1983
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
HARMAN International October 2014 - Present
Old Republic Insured Credit Services, Inc. May 2005 - February 2011
The Guardian Life Insurance Company May 2003 - April 2005
Skills
Marketing Communications, Sales Operations, Marketing, Business Strategy, Time Management, Business Development, Leadership, Marketing Strategy, Management, Sales, Sales Management, Training
Education
John F. Kennedy University 2011 — 2013
Master of Business Administration (MBA), Organizational Leadership
Saint Mary's College 1998 — 2002
B.A., Mass Communication Studies
EMCC CEO, PresidentEMCC Benefits, LLCFebruary 2005 - Present
Capital Employee Benefit Services, Inc. March 1993 - September 1996
The Guardian Life Insurance Company August 1977 - December 1987
Education
Seneca College of Applied Arts and Technology
Business Administration
AT&T September 2013 - Present
The Guardian Life Insurance Company June 2013 - August 2013
Prudential Financial January 2008 - October 2012
Prudential January 2007 - January 2008
Prudential Financial January 2003 - January 2007
Prudential Financial July 1997 - January 2003
National Telephone Directory February 1989 - July 1997
Skills
Operations Management, Business Analysis, Business Planning, Compliance, Internal Audit, Risk Assessment, Project Management, Project Planning, Budget, Budgets, Risk Managerment, Business Strategy, Business Metrics, Data Analysis, Data Mining, Data Management, Training, Financial Analysis, Analysis, Auditing
Education
Fairfield University 2004 — 2008
Bachelor of Arts (BA), Sociology
HOK Visual Communications March 2010 - November 2013
HOK Visual Communications April 1998 - March 2010
The Guardian Life Insurance Company January 1994 - April 1998
Skills
InDesign, Proposal Writing, Microsoft Office, Submittals, Outlook, Adobe Acrobat, Design Research, Microsoft PowerPoint, Adobe Creative Suite, Illustrator, PowerPoint, Project Management
Education
Houston Community College
General studies
Sam Houston High School
Graduated with Honors
The Guardian Life Insurance Company April 2015 - Present
Aetna October 2007 - March 2015
Symetra Financial March 2005 - September 2007
UnitedHealth Group March 2004 - February 2005
Wellpoint Anthem June 2002 - March 2004
Ameritas Group Dental March 1999 - June 2002
Skills
Brokers, Underwriting, Property & Casualty..., Health Savings Accounts, Team Building, Health Insurance, Disability Insurance, Life Insurance, Insurance, Sales, Customer Service, Employee Benefits, Term Life Insurance, Workers Compensation, Self-funded, Long-term Care, Group Medical, Group Insurance, Medicare, COBRA, Accident, HMO, Managed Care, Voluntary Employee..., Health Care Reform, Claim, Medicare Part D, Whole Life, PPO, Critical Illness, Flexible Spending..., Benefits Administration, Long Term Care Insurance, Fixed Annuities, Dentistry, 401k, Commercial Insurance, Health Policy, Provider Relations, Professional Liability, General Insurance, Umbrella Insurance, Legal Liability, Reinsurance, Claims Management, Multi-Cultural Team...
Education
Community College of the Air Force
Technical
U.S. Bank August 2014 - Present
The Guardian Life Insurance Company October 2013 - August 2014
The Lazzarone Group August 2012 - January 2013
Hullin Richied Insurance Group July 2005 - May 2012
Humana Dental January 2004 - June 2005
Marsh June 1997 - December 2003
Skills
Negotiation, Group Presentations, Analysis, Business Analysis, Strategic Planning, Social Media, Social Networking, Microsoft Office 2007, Microsoft Office Xp, Cost Containment, Group Benefits, Employee Benefits, Health Insurance, Disability Insurance, dental insurance, Professional Networking, Product Marketing, Account Management, Research, Listening Skills, Teamwork, Health Savings Accounts, Customer Service, New Business Development, Customer Relations, Problem Solving, Compliance, Training, Performance Management, Payroll, Nonprofits, Project Planning, Insurance, Leadership, Life Insurance, Business Planning, Business Development, Time Management, Small Business, Healthcare, Brokers, Underwriting, Access, COBRA, Claim, HRIS, Benefits Administration, Term Life Insurance, Microsoft Office
Education
University of Nevada-Reno 1992 — 1997
Bachelor of Science
Western Nevada Community College 1992 — 1994
Associates
Health Insurance Association of America 1998 — 2000
Health Insurance Associate
Nevada School of Insurance 1998 — 1998
License
Pronet
Train the Trainer
Douglas High 1990 — 1992
Diploma
Guardian Life June 2014 - Present
Guardian Life January 2014 - June 2014
The Guardian Life Insurance Co. January 2007 - December 2013
The Guardian Life Insurance Company June 2000 - June 2007
New York Life Insurance Company May 1999 - June 2000
New York Life Insurance Company April 1998 - April 1999
New York Life Insurance Company April 1996 - April 1998
Skills
Insurance, Legal Research, Legal Writing, Systems Analysis, Social Media, Risk Assessment, Customer Service, Suitability, Compliance, Advertising Review, Management, Claim, Policy, Life Insurance, Financial Risk, Quality Assurance, Risk Management, Financial Services, Fixed Annuities, Leadership, Employee Benefits, Training, Time Management, Process Improvement, Advertising, Health Insurance, Disability Insurance, Retirement, FINRA, 401k
Education
Western Connecticut State University 2000 — 2007
BS, Justice and Law Administration
Dean College 1984 — 1986
AS, Law Enforcement
PPI Benefit Solutions June 2009 - Present
Aetna, INC. September 2006 - May 2009
The Guardian Life Insurance Company September 2004 - September 2006
Education
University of Connecticut 2000 — 2004
Bachelor of Science, Healthcare Management
University of Connecticut
Master of Professional Sciences, Human Resources
Disability Claim Consulting Services, LLC June 2004 - Present
The Guardian Life Insurance Company January 1993 - June 2004
Continental Insurance Company 1991 - 1993
Education
Kutztown University of Pennsylvania
BA, Economics
St. Francis University
MA, Industrial/Labor Relations
Alliance Data Retail Services June 2014 - Present
SQM Group Inc. March 2013 - June 2014
Center Partners March 2010 - March 2013
ResourceOne October 2007 - October 2009
Independence Services Inc March 2003 - December 2006
Humanix March 2006 - July 2006
Heartland Nanny Service October 2002 - February 2003
The Guardian Life Insurance Company May 1989 - October 2002
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Sales, Leadership, PowerPoint, Manufacturing
Education
Spokane Community College 2005 — 2006
Health Record Clerk, Health Unit Coordinator, Medical Coding, HUC
West Valley High School 1973 — 1975
High School Dipolma
Aon October 2014 - Present
Arthur J. Gallagher & Co. June 2012 - October 2014
Broker Benefit Services, LLC July 2011 - June 2012
The Guardian Life Insurance Company February 2010 - July 2011
Broker Benefit Services, LLC 2007 - 2010
Skills
Health Insurance, Underwriting, Employee Benefits, Insurance, Disability Insurance, Health Savings Accounts, Health Care Reform, Term Life Insurance, Brokers, COBRA, Life Insurance, Benefits Administration, Open Enrollment
Education
Missouri Baptist University 2001 — 2005
Music, Music, Theater
The Guardian Life Insurance Company Institutional Sales repMetropolitan Life Insurance CompanyMarch 2003 - July 2013
Education
Northeastern University 1997 — 2002
Bachelor of Science (B.S.), Marketing / Finance
WHS
Horizon Investments January 2011 - Present
Legg Mason January 2004 - August 2010
AUL Retirement Services January 1996 - January 2004
The Prudential Insurance Company January 1995 - January 1996
The Guardian Life Insurance Company January 1990 - January 1995
The Southwestern Company 1989 - 1989
Skills
Separately Managed..., Mutual Funds, Fixed Annuities, Series 65, 401k, FINRA, Series 7, Asset Allocation, Financial Advisory, Series 63
Education
Oklahoma State University
Bachelor, Business Administration; Marketing
ShelterPoint Life June 2010 - Present
Brookfield Operations Management Services LLC March 2005 - April 2010
The Guardian Life Insurance Company September 1998 - February 2005
The Guardian Life Insurance Company March 1998 - September 1998
The Guardian Life Insurance Company August 1996 - March 1998
The Guardian Life Insurance Company August 1992 - August 1996
The Guardian Life Insurance Company August 1990 - August 1992
GLICKENHAUS & CO March 1989 - August 1990
The Bank of New York May 1988 - March 1989
THE DREYFUS CORPORATION May 1985 - May 1988
Skills
Investments, Asset Management, Accounting, GAAP, Insurance, Financial Reporting, Statutory Accounting, Microsoft Excel, Finance, Internal Audit, Internal Controls, Financial Statements, Account Reconciliation, Payroll, Auditing, Tax, Accounts Payable
Education
St. John's University 1980 — 1984
B.S, Accounting
Holy Cross High School
olbs
Bachelor of Science (BS), Accounting
Hunter Gregory Financial, Inc. April 1990 - Present
The Guardian Life Insurance Company December 1987 - April 1990
Phoenix Mutual Life Insurance Company April 1982 - December 1987
Skills
Impaired Health Life..., Estate Protection, Disability Insurance, Long term Care..., Tax-Deferred Annuities, "Money Back" Return of...
Education
Southern Connecticut State University
NYC Board of Education September 2004 - Present
The Guardian Life Insurance Company March 1986 - June 1999
Madison Pension Services, Inc. September 1983 - March 1986
Skills
Staff Development, Educational Leadership, Elementary Education, Higher Education, Teaching, Special Education, Classroom, Educational Technology, Lesson Planning, Curriculum Design, Tutoring, Curriculum Development, Teacher Training, Classroom Management, Literacy, K-12, Secondary Education
Education
Manhattanville College 2004 — 2005
Master's degree, Elementary Education and Teaching
SUNY Albany
Bachelor of Science (B.S.), Business Administration, Management and Operations