The Guardian Life Insurance Company of America
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. Number of employees: 8,000 employees; 3,000 financial reps Headquarters: New York City, New York, United States CEO: Deanna M. Mulligan (1 Jul 2011–) Founded: 1860 Subsidiaries: Park Avenue Securities LLC, Avesis Incorporated, Type of business: Mutual organization
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The Guardian Life Insurance Company of America Employees
Guardian Life December 2014 - Present
The Guardian Life Insurance Company of America April 2012 - December 2014
The Guardian Life Insurance Company of America September 2009 - April 2012
The Guardian Life Insurance Company of America July 2007 - September 2009
Guardian Life Insurance September 2002 - June 2007
The Guardian Life Insurance Company of America April 2000 - September 2002
US Army January 1996 - January 2000
Skills
Project Management, Mutual Funds, Financial Services, Retirement Planning, Team Building, Retirement, Fixed Annuities, Vendor Management, SQL, Requirements Gathering, Program Management, Requirements Analysis, Risk Management, Leadership, Cross-functional Team..., Product Management, Training, Process Improvement, Time Management, Operations Management, Business Process..., User Acceptance Testing, New Business Development, Series 6, Business Requirements, Strategic Planning, Management, Business Objects, Strategic Financial..., Lotus Notes, SharePoint, Budgets, Insurance, Series 7, Visio, Six Sigma, Software Documentation, IT Management, Systems Analysis, Business Process, Series 24, SDLC, Product Development, Business Analysis, System Administration, Disaster Recovery, CTFL, Project Portfolio..., Coaching, Access
Education
American Public University System 2013 — 2016
Master of Information Science (MIS), Enterprise Software Development
DeSales University 2001 — 2007
Bachelors, Management of Business and Information Technology
RiverSource May 2015 - Present
RiverSource April 2015 - May 2015
The Guardian Life Insurance Company of America March 2013 - March 2015
Ameriprise Financial Services, Inc. December 2011 - March 2013
Ameriprise Financial Services, Inc. December 2005 - December 2011
Ameriprise Financial Services, Inc. January 2003 - December 2005
American Express Financial Advisors June 2001 - December 2002
Skills
Estate Planning, Business Planning, Insurance Planning, Series 7, Series 66, Financial Planning, Insurance, Consultative Selling, Strategic Financial..., Uniform Combined State..., Life Insurance, Financial Planners, Selling, Financial Services, Disability Insurance, Financial Advisory, Mutual Funds, Retirement Planning, Series 63, Finance, Series 6, Retirement, Fixed Annuities, Underwriting, Asset Allocation, Variable Annuities, Wealth Management, Investment Advisory, Long-term Care, Securities, FINRA, 401k, Sales
Education
Augsburg College 1997 — 2001
Bachelor of Arts, Economics and Business Administration
Augsburg College 1997 — 2001
Economics and Business Administration
Penn Mutual September 2013 - Present
Bankers Life & Casualty Company January 2010 - October 2013
Bankers Life & Casualty Company September 2008 - December 2009
The Guardian Life Insurance Company of America January 2005 - August 2008
Skills
Insurance, Financial Services, Investments, Strategic Financial..., Risk Management, Asset Management, Equities, Financial Markets, Financial Analysis, Leadership, Leadership Development, Team Leadership, Organizational..., Strategic Leadership, Fixed Annuities, Life Insurance, Management Consulting, Team Building, Coaching, Training, Financial Planning, Retirement, Mutual Funds, Retirement Planning
Education
Adelphi University
Master of Business Administration (M.B.A.), Marketing & Finance
Adelphi University
Bachelor of Applied Science (B.A.Sc.), Finance, General
Lincoln Financial Group July 2014 - Present
Humana May 2011 - Present
The Guardian Life Insurance Company of America March 2006 - May 2011
SIHO Insurance Services July 2005 - February 2006
Key Benefit Administrators August 2003 - June 2005
Skills
Sales, New Business Development, Sales Management, Employee Benefits, Strategy, Customer Service, Social Media Marketing, Process Improvement, Business Planning, Health Savings Accounts, Health Insurance, Management, Analysis, Direct Sales, Negotiation, Brokers, Disability Insurance, Account Management
Education
Anderson University 1996 — 1998
Bachelor of Arts (B.A.), Marketing
Lixte Biotechnology Holdings, Inc. 2013 - Present
Eric Forman Law 2013 - Present
ProActive Capital Group October 2012 - April 2013
Shore Group Associates May 2009 - October 2012
The Guardian Life Insurance Company of America May 2012 - July 2012
Epiq Systems January 2011 - January 2012
Boly:Welch October 2010 - January 2011
KPCC 2010 - 2010
Innocence Project 2008 - 2009
i-Deal LLC March 2005 - April 2006
Skills
Contract Negotiation, Legal Research, Intellectual Property, Research, Public Speaking, Analysis, Legal Writing, Litigation, Trademarks, Start-ups, Civil Litigation
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2006 — 2009
J.D., Law
Loyola Marymount University 2000 — 2002
B.A., Media Arts
Pinney Insurance Center, Inc October 2013 - Present
Pinney Insurance Center, Inc August 2011 - October 2013
Wells Fargo Insurance Services April 2007 - August 2008
Crump Insurance July 1999 - April 2007
Sitzmann Morris & Lavis June 1998 - May 1999
The Guardian Life Insurance Company of America January 1992 - May 1998
Skills
Underwriting, Case Managment, Insurance, Fixed Annuities, Long-term Care, Term Life Insurance, Risk Management, Disability Insurance, Small Business
Education
American River College 2009 — 2012
Child Development
Law Offices of the Public Defender, State of New Mexico November 2014 - Present
Tag Messenger November 2013 - June 2014
Law Office of James R Vaughan August 2012 - October 2013
The Guardian Life Insurance Company of America February 2008 - August 2012
Desert Schools Federal Credit Union May 2005 - August 2007
Skills
Management, Legal Writing, Legal Research, Investments, Westlaw, Public Speaking, Microsoft Office, Strategic Planning, Customer Service, Microsoft Excel, Accounting, Lexis, Strategic Financial..., Legal, Legal Issues, Mediation, Legal Assistance, Civil Litigation, Licensing, Courts, Criminal Law, Arbitration, Alternative Dispute..., Criminal Defense, Litigation
Education
Arizona Summit Law School 2010 — 2013
J.D., Law
Arizona State University 2005 — 2007
Political Science, Political Science
University of Arizona 2003 — 2005
transferred to ASU, Undecided
North Canyon 1999 — 2003
High School Diploma
North American Title December 2013 - Present
Fidelity National Financial May 2012 - December 2013
Charter Home Alliance June 2011 - May 2012
The Guardian Life Insurance Company of America May 2010 - May 2011
Skills
Sales, BPO, New Business Development, Account Management, Service Delivery, Negotiation, Vendor Management, Customer Service, Team Management, Team Building, Management, Sales Management, Computer Hardware, Process Improvement, Project Management, Business Development, Customer Satisfaction, Selling
Education
Arizona State University 2006 — 2010
Bachelor's degree, Mass Communication/Media Studies
Desert Mountain High School
Cross Country Home Services August 2014 - Present
Georgia Eye Center November 2013 - Present
AutoNation May 2014 - August 2014
The Guardian Life Insurance Company of America July 2003 - November 2013
MetLife August 2000 - July 2003
Prudential Financial May 1999 - August 2000
Citi May 1995 - May 1999
Continental American Insurance Company July 1993 - May 1995
TDK June 1990 - July 1993
US Army June 1982 - June 1986
Skills
Visio, Business Analysis, User Acceptance Testing, Requirements Analysis, Requirements Gathering, Systems Analysis, SDLC, Data Analysis, Business Requirements, Quality Assurance, Analysis, MS Project, Process Improvement, Access, Databases, Technical Support, Management, Project Management, Microsoft Project
Education
City University of New York-Baruch College 1988 — 1992
Bachelor's degree, Accounting and Finance, 3.3
DeVry University Long Island City Campus 2004 — 2006
Bachelor's degree, Computer and Information Sciences, General, 4.0
Mount San Antonio College or Mt. SAC 1984 — 1986
Associate of Science (A.S.), Engineering, 3.0
Financial Services Analyst & Consultant 2013 - Present
The Guardian Life Insurance Company of America 1992 - June 2013
Merrill Lynch January 1988 - 1992
Skills
Tax Accounting, Strategic Financial..., Financial Analysis, Financial Reporting, Tax, Mutual Funds, Sarbanes-Oxley Act, Corporate Tax, Tax Research, Income Tax, GAAP, US GAAP, SEC filings, Financial Statements, CPA, General Ledger, Internal Controls, Accounting, Account Reconciliation, Variance Analysis, Financial Accounting, Partnership Taxation, Tax Preparation, Financial Planners, Finance, Sales Tax, Tax Returns, Auditing, QuickBooks, Hyperion Enterprise, Cash Flow, Fixed Assets, Sarbanes-Oxley, Internal Audit, Financial Services, Cash Management, Cost Accounting, External Audit, Financial Audits, Accounts Payable, Insurance, Statutory Accounting, Financial Modeling, PeopleSoft, Accounts Receivable, Payroll, Financial Planning
Education
City University of New York-Baruch College 1991 — 1993
Executive Master's of Science, Taxation
Northeastern University 1981 — 1986
Bachelor of Science (B.S.), Accounting
Banyan Consulting Group, Inc. March 2012 - Present
The Guardian Life Insurance Company of America September 1987 - March 2012
Skills
Life Insurance, Disability Insurance, Retirement Planning, Insurance, 401k, Employee Benefits, Microsoft Office, Strategic Planning, Customer Service, Health Insurance, Term Life Insurance, Brokers, Fixed Annuities
Education
Auburn University 1983 — 1987
Batchelor of Science, Marketing
The Guardian Life Insurance Company of America July 2000 - Present
Education
Arizona State University 1984 — 1986
Bachelor of Science (B.S.), Business Finance
JDS Capital Ventures, LLC 2009 - Present
The Guardian Life Insurance Company of America 2008 - Present
The Guardian Life Insurance Company of America 2004 - 2008
New York Life Insurance Company 1994 - 2004
Skills
Small Business Marketing, Advertising, New Business Development, New Business Generation, Strategic Planning, Social Media Marketing
Education
American InterContinental University
Masters in Information Technology, Project Management
American InterContinental University
Bachelors in Computer Science, Information Technology
City University of New York-Baruch College 1992 — 1996
Business Administration
Guardian Life January 2014 - Present
The Guardian Life Insurance Company of America February 1991 - December 2013
Skills
Vendor Management, Time Management, Risk Management, Management, Leadership, Business Analysis, Financial Planning, Financial Services, Insurance
Education
Adelphi University 1983 — 1989
MBA, Operations Management
State University of New York College at Oneonta 1971 — 1975
BA, Secondary English Education
ALM Media, LLC March 2015 - Present
SharedXpertise Media LLC April 2013 - January 2015
Hands-On Seminars June 2012 - April 2013
Dress for Success Worldwide September 2007 - December 2011
Kaplan Test Prep and Admissions June 2010 - October 2011
Kaplan Test Prep November 2009 - May 2010
Baruch College, Zicklin School of Business May 2008 - July 2009
New York Life Insurance Company November 2004 - May 2007
Lincoln Financial Distributors April 2003 - October 2004
The Guardian Life Insurance Company of America September 2000 - March 2003
Skills
CRM, Marketing, Event Management, Social Media, Program Management, Public Relations, Public Speaking, Management, Lead Generation, Recruiting, Staff Development, Community Outreach, Business Development, Event Planning, Business Relationship..., New Business Development, Marketing Strategy, Nonprofits, Higher Education, Admissions, Social Media Marketing, Volunteer Management, Volunteer Training, Account Management, Copywriting, Enrollment Management, Student Recruitment, Higher Education..., Alumni Relations, Staff Management, Territory Planning, Direct Sales, Graduate Recruitment, Relationship Marketing, Partnership Development, MBA, Event Marketing, Consultative Selling, Developing Client..., Non-profits, Salesforce.com, Pipeline Management, Drupal, WordPress, Association Management, Corporate Website...
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
Master of Business Administration (M.B.A.), Marketing
Millersville University of Pennsylvania
Bachelor's Degree, Psychology
The Guardian Life Insurance Company of America August 2012 - Present
Assurant Employee Benefits 2009 - August 2012
Colonial Supplemental Insurance September 2006 - 2009
Aflac January 2002 - September 2006
New England Financial September 1997 - December 2001
Skills
Outside Sales, Sales, Sales Management, Fixed Annuities, Leadership, Strategy, Management, Small Business, Cold Calling, Long Term Care Insurance, Group Insurance, Account Management, Building Relationships, 401k, Benefits Administration, COBRA, Customer Retention, Customer Service, Direct Sales, Marketing Strategy, New Business Development, Open Enrollment, Sales Presentations, Selling, Universal Life, Whole Life, Workers Compensation, Relationship Management, Training, Sales Operations
Education
Baylor University 1989 — 1994
Communications
The University of Texas at Austin 1992 — 1992
Business
World Vision January 2015 - Present
Seattle City Light October 2013 - January 2015
TeleCommunication Systems June 2012 - August 2013
Puget Sound Energy March 2012 - May 2012
Seattle Fire Department December 2000 - December 2011
Seattle City Light December 1990 - December 2000
Frederick & Nelson January 1989 - November 1990
NAVY EXCHANGE SERVICE COMMAND (NEXCOM) July 1985 - May 1988
The Guardian Life Insurance Company of America March 1983 - July 1985
The Guardian Life Insurance Company of America January 1981 - March 1983
Skills
GIS applications, GIS software, SQL Server, Statistical Software, ASP.NET, unix, SharePoint Designer, Webcasting, Windows 7, HTML5, XML, POS, Oracle, ASP.NET MVC, HTML, C#, vb.net, GIS analysis, SSRS, SSIS, SSAS, MS Office Suite, Minitab, ESRI, ArcGIS, ArcGIS Server, Google Analytics, Bing Maps, Statistical Modeling, Statistical Reporting, E911, Retail Systems, Web Development, Web Content Management, APL, COBOL, Caregiving, Equity Sales, Actuarial Science, Software Project..., Technical Project..., Business Analysis, Budget Preparation, Facilities Planning, Power Distribution, Health Research, Home Networking, Data Analysis, Data Warehousing, NG9-1-1
Education
Baruch College 1978 — 1983
Computer Science
Monsignor Farrell High School 1974 — 1978
NYS Regents, Computer Science, et al.
Merrill Edge January 2013 - Present
Merrill Edge January 2012 - January 2013
The Guardian Life Insurance Company of America July 2011 - January 2012
Wells Fargo January 2004 - July 2011
Skills
Series 7, Series 65, Series 9, Series 10, Series 63, Series 6, FINRA, Financial Services, Retirement Planning, Investments, Finance, Wealth Management, Mutual Funds, Retirement, Portfolio Management, Banking, Credit, Securities, Sales, Relationship Management
Education
Arizona State University 2003 — 2007
Bachelor of Arts (B.A.), Communication, General
EPIC May 2014 - Present
SullivanCurtisMonroe April 2013 - May 2014
GNW Evergreen Insurance Services July 2012 - March 2013
Benefits & Risk Solutions, Inc. (BRS) September 2010 - November 2012
Aon Hewitt 2003 - 2010
J. Gregory Brown 2002 - 2003
The Guardian Life Insurance Company of America August 1999 - April 2002
Skills
Strategy, Management, Marketing, Employee Benefits, Account Management, Analysis, Public Speaking, Claim, Negotiation, Health Insurance, Insurance, Disability Insurance
Education
American Career College-Los Angeles 1996 — 1997
Medical Assistant / Vocational Nursing, Nursing
Fullerton College 1995 — 1996
Nursing
Reinhardt College 1993 — 1995
Nursing
The Guardian Life Insurance Company of America April 2013 - Present
Poshmark March 2013 - Present
The Guardian Life Insurance Company of America November 2011 - April 2013
The Guardian Life Insurance Company of America July 2010 - November 2011
New York Life Insurance Company February 2005 - July 2010
Skills
Insurance, Competitive Analysis, Financial Analysis, Product Management, Market Research, Marketing, Investments, Management, Analytics, Marketing Strategy, Pricing, Business Analysis, Analysis, Competitive Intelligence, Strategy, Project Management, Process Improvement, Product Marketing, Sales Management, Market Analysis, Financial Services
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
Master of Business Administration (M.B.A.), Marketing
Fordham University - Graduate School of Business Administration 2008 — 2011
Master of Business Administration (M.B.A.), Finance
University of Georgia - Terry College of Business 2001 — 2004
BBA, Marketing
Berry College 2000 — 2001
www.solstravel.com December 2014 - Present
The Guardian Life Insurance Company of America 2008 - Present
The Guardian Life Insurance Company of America 2004 - 2008
New York Life Insurance Company 1994 - 2004
Skills
Small Business, New Business Development, Management, Direct Marketing, Sales, Analysis, Entrepreneurship, Personal Development, Team Building, Marketing, Strategic Planning, Social Networking, Organizational..., Social Media, Investments, Team Leadership, Business Strategy
Education
American Intercontinental University (AIU)
Masters in Information Technology, Project Management
American Intercontinental University (AIU)
Bachelors in Computer Systems, Information Technology
City University of New York-Baruch College - Zicklin School of Business 1992 — 1996
Business Administration
Easton Area School District August 2006 - Present
The Guardian Life Insurance Company of America May 1988 - May 2004
Allentown and Sacred Heart Computer Center May 1984 - May 1988
Skills
project planning, Product Development, Problem Solving, Team Building, Business Strategy, Negotiation, Budget, Operations Management, Program Management, Change Management, Business Planning, Coaching, Budgets, Public Speaking, Project Planning, Training, Leadership Development
Education
Moravian College 2004 — 2005
Elementary Education and Teaching
Bloomsburg University of Pennsylvania 1980 — 1983
Bachelor of Science, Computer and Information Science
Moravian College 1979 — 1980
Computer Science
AIG November 2006 - Present
AIG December 2003 - November 2006
AIG January 2002 - December 2003
AIG May 2000 - January 2002
The Guardian Life Insurance Company of America May 1996 - May 2000
Swiss Re January 1994 - May 1996
New York Power Authority April 1991 - December 1993
Scholastic May 1985 - May 1989
Follett Higher Education Group June 1984 - May 1985
BEN-EL DISTRIBUTORS August 1983 - June 1984
Skills
Insurance, Financial Analysis, Reinsurance, Financial Reporting, SAP, Hyperion Reports, Hyperion HFM, Hyperion Financial..., Cognos, Database Administration, Microsoft Excel, Accounting, Budgets, Underwriting, Risk Management, Property & Casualty..., Reserve Analysis, Captives, Mergers & Acquisitions, Managerial Finance, Access, Hyperion Enterprise, Finance, Commercial Insurance
Education
Alfred University 1979 — 1983
Bachelor of Arts (B.A.), English Language and Literature, General
Freelance Web and Interactive Media Design 1999 - Present
The Guardian Life Insurance Company of America 2001 - 2002
American Income Life 2000 - 2001
Hawaii/Tahiti Pearl Company 1999 - 2000
U.S. Coast Guard May 1992 - September 1999
Skills
Web Design, Social Media, Internet Entrepreneur, Blogger, Dreamweaver, Adobe Fireworks, Illustrator, Photoshop, Flash, Sales&Marketing, Wellness, Fitness, Nutrition, Therapeutic Massage, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Coaching, Strategic Planning, Research, Marketing, Social Media Marketing, Advertising, Social Networking, Sales, Online Advertising, Online Marketing
Education
Devry University 2012 — 2013
Bachelor of Technology (B.Tech.), Technical Management
Art Institute of Pittsburgh
Associate of Science (A.S.), Web Design & Interactive Media
Bethel High 1988 — 1991
The Guardian Life Insurance Company of America May 2012 - January 2013
The Guardian Life Insurance Company of America June 2011 - May 2012
Gita Construction Co September 2009 - June 2011
Skills
SQL, VBA, C#, C++, Quick Test Professional..., MS Office, Visual Studio 2010, SQL Server 2008 Database, HTML5 with Dreamweaver..., Adobe Acrobat..., Operating Systems..., Tech Support, including..., Databases, Oracle, Budgets, SQL, Program Management, Analysis, Microsoft SQL Server, VBA, Microsoft Excel, Microsoft Office, Visual Studio, Access, HTML, Windows
Education
City University of New York-Baruch College 2010 — 2012
Bachelor of Business Administration, Computer Information System
Queensborough Community College 2007 — 2010
Associate of Science, Business Administration
Lafayette Ambassador Bank February 2014 - Present
Fulton Financial Corporation May 2009 - February 2014
Lafayette Ambassador Bank January 2008 - May 2009
Lafayette Ambassador Bank September 2007 - January 2008
Lafayette Ambassador Bank March 2006 - September 2007
The Guardian Life Insurance Company of America June 2005 - March 2006
Weichert Financial Services August 2004 - May 2005
Skills
Loans, Credit Analysis, Banking, Commercial Banking, Credit, Credit Risk, Customer Service, Small Business Lending, Consumer Lending
Education
Moravian College 2002 — 2005
Bachelor of Arts (B.A.), Financial Economics
Bloomsburg University of Pennsylvania 2001 — 2002
The Guardian Life Insurance Company of America June 2012 - Present
Guardian Life Insurance May 2009 - May 2012
Guardian Life Insurance August 2005 - April 2009
Guardian Life Insurance January 2001 - August 2005
Guardian Life Insurance February 1998 - January 2001
Dean Witter Reynolds Inc. September 1994 - February 1996
MetLife January 1989 - March 1994
Skills
Recruiting, Life Insurance, Disability Insurance, Financial Services, Financial Advisory, Term Life Insurance, Whole Life, Leadership, CRM, Strategic Financial..., Fixed Annuities, Retirement Planning, Management, Retirement, Sales, 401k, Series 7, Estate Planning, Employee Benefits, Mutual Funds, Series 63, Wealth Management, Financial Planners, Strategic Planning, Financial Planning, Marketing, Process Improvement, Insurance, Investments, Long-term Care, Finance, Risk Management, Relationship Management, Securities, Long Term Care Insurance, Series 6, Succession Planning, Brokers, FINRA, Consulting, Wealth Accumulation, Mentoring, Universal Life, Variable Annuities, Sales Management, Sales Operations
Education
The American College 1997 — 2001
CLU, ChFC, Financial services
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Marketing
The Guardian Life Insurance Company of America August 2013 - Present
Skills
Financial Analysis, Finance, Financial Reporting, Microsoft Office, Management, Analysis, Process Improvement, Financial Planning, Leadership, Business Analysis
Education
Baruch College, City University of New York (CUNY) 2002 — 2007
Bachelor of Business Administration (BBA)
Guardian Life February 2012 - Present
The Guardian Life Insurance Company of America October 2011 - February 2012
Carbon Lehigh Intermediate Unit 2000 - 2011
Skills
Instructional Design, E-Learning, Staff Development, Instructional Technology, Educational Technology, Adult Education, Distance Learning, Curriculum Design, Curriculum Development, Teaching, Public Speaking, Classroom, Leadership Development, Coaching, Technology Integration, Educational Leadership, Teacher Training, K-12, Leadership, Management, Training, Strategic Planning, Differentiated..., Project Management
Education
Bloomsburg University of Pennsylvania 2006 — 2008
MS, Instructional Technology
Kutztown University of Pennsylvania 1994 — 1999
BS, Marketing and Management
The Guardian Life Insurance Company of America July 2010 - Present
MassMutual 2007 - 2010
Nancy's Coffee February 1994 - June 2007
Johnson and Johnson 1991 - 1994
Frito-Lay 1985 - 1991
Skills
Small Business Marketing, Multi-channel Marketing, Marketing Strategy, Insurance, Fixed Annuities, Financial Services, Strategy, Marketing, Social Media..., Leadership, Social Media, Segmentation, Direct Marketing, Online Marketing, B2B, Strategic Planning, Compliance, Competitive Analysis, Product Development, Business Strategy, Market Planning, Sales, Strategic Communications, Creative Direction, Product Launch, Integrated Marketing, Digital Media, Analytics, Email Marketing, Brand Management, Digital Marketing, Product Marketing, Marketing Communications, Market Research, Cross-functional Team..., Strategic Partnerships, Brand Development, Advertising, CRM, Social Media Marketing
Education
Babson College 1981 — 1985
BS, Marketing/Communications
Workday April 2015 - Present
The Guardian Life Insurance Company of America December 2010 - April 2015
Buck Consultants February 2006 - November 2008
Skills
Employee Benefits, HRIS, Benefits Administration, Human Resources, Personnel Management, Workday, Security, Defined Benefit, Auditing, Access, Visio, Deferred Compensation
Education
Binghamton University 2001 — 2005
Bachelor of Science (B.S.), Economics
Eastchester High School 1997 — 2001
Regents Diploma, Honors/Regents High School/Secondary Diploma Program
UPS March 2002 - Present
The Guardian Life Insurance Company of America February 1999 - January 2002
Merrill Lynch 1997 - 1999
AT&T 1996 - 1997
Skills
CICS, COBOL, DB2, Mainframe, Brokerage, TSO, Customer Service, Outlook, VSAM, IBM Mainframe, ISPF, MVS, JCL, Business Analysis, Business Intelligence, SQL, Visio, SDLC, Software Project..., Requirements Analysis, Software Development
Education
Moscow State Institute of Radio Engineering, Electronics and Automation (Technical University) 1990 — 1991
Computer Science
Moscow State Agroengineering University named after V.P. Goryachkin (MSAU) 1976 — 1981
Bachelor's degree, Automation Engineer Technology
Evensong Communications, Ltd. 1998 - Present
UNC-Chapel Hill 1998 - 1998
IBM HIgher Education Industry Solutions 1995 - 1998
The Guardian Life Insurance Company of America 1992 - 1993
National Alliance of Senior Citizens 1989 - 1992
C&L Communications, Inc. January 1989 - July 1989
United Nations Information Center January 1987 - May 1987
Organization of American States January 1986 - May 1986
Skills
Economic Development, Strategic Planning, White Papers, Client Case Studies, Speech Writing, Newsletter Writing, Market Research, Non-profit..., Public Policy, Business Intelligence, Higher Education, Retirement Planning, Aging, Newsletters, Community Outreach, Public Speaking, Leadership, Government, Strategic Communications, Community Development, Message Development, Media Relations, Nonprofits, Public Relations, Legislative Relations, Training, Fundraising, Research, Press Releases, Blogging, Corporate Communications, Publications, Crisis Communications, Grant Writing, Proposal Writing, Policy, Marketing Communications, Public Affairs, Editing, Policy Analysis, Grants, Copywriting, Internal Communications, Communications Planning, Public/private...
Education
London School of Economics and Political Science 1987 — 1988
M.Sc., International History
American University 1985 — 1987
M.A., International Affairs
Louisiana State University 1981 — 1985
B.A., Political Science (Minor: Economics)
The Guardian Life Insurance Company of America January 2005 - Present
Lord, Abbett & Co. LLC September 1999 - November 2003
Lord, Abbett & Co. LLC July 1998 - September 1999
Retirement Plan Services Inc. April 1988 - July 1998
First Virginia Bank April 1983 - April 1988
The Bank Of New York 1979 - 1983
Skills
ERISA, Legal Writing, Legal Research, Insurance Law, Estate Planning, Business Continuity..., Asset Protection, Life Insurance Taxation, 401k, Investments, Retirement Planning, Profit Sharing, Small Business, Life Insurance, Mutual Funds, Securities, Retirement, Financial Services, Insurance, Financial Planning, Finance, Wealth Management
Education
Albany Law School of Union University 1970 — 1973
Juris Doctor, Law
ABA National Graduate Trust School at Northwestern University 1977 — 1980
Syracuse University 1966 — 1970
Bachelor of Applied Science (B.A.Sc.), Accounting
Brooklyn Law School April 2014 - Present
Brooklyn Law School January 2014 - April 2014
Cornell University September 2013 - December 2013
MFY Legal Services September 2012 - May 2013
Bloomberg BNA 2010 - 2012
Law Office Loreen Peritz December 2002 - April 2010
The Guardian Life Insurance Company of America 1995 - 2002
Garfunkel, Wild & Travis, P.C. November 1992 - May 1995
Skadden Arps October 1989 - November 1992
Skills
Lexis, Westlaw, Insurance Law, Legal Issues, ERISA, Guardianship, Estate Planning, Broker-Dealer, Buy-sell Agreements, Securities Regulation, Privacy Law, Legal Writing, Due Diligence, Securities, Licensing
Education
Syracuse University 2010 — 2014
Master's degree, Library and Information Science
American University, Washington College of Law 1986 — 1989
J.D., Law
Stony Brook University 1982 — 1986
BA, Political Science
Pioneer Investments August 2014 - Present
Pioneer Investments May 2012 - August 2014
Columbia Management January 2012 - May 2012
The Guardian Life Insurance Company of America August 2010 - December 2011
Sun Life Financial February 2008 - July 2010
Skills
Series 7, Series 6, Series 63, Series 65, Mutual Funds, Investments, Annuities, Retirement Planning
Education
Bentley University
Master of Business Administration (M.B.A.), Finance
Merrimack College 2002 — 2006
BA, Political Science
Affinity Solutions June 2014 - Present
The Award Group August 2012 - June 2014
Century 21 Dept. Stores November 2011 - February 2012
The Guardian Life Insurance Company of America July 2010 - July 2011
Skills
Microsoft Office, Customer Service, Team Leadership, Team Building, Data Entry, Time Management, Outlook, Social Networking, Research, Management, Financial Analysis
Education
City University of New York-Baruch College 2011 — 2015
Finance, General
Murry Bergtraum HS 2007 — 2011
High School Diploma, Finance, General
Central Berkshire Habitat for Humanity 2014 - Present
Berkshire Bank 2014 - 2015
The Guardian Life Insurance Company of America 2003 - 2013
State Street 1996 - 2003
Skills
Financial Services, Securities, Mutual Funds, Fixed Income, Investments, Defined Contribution, Process Improvement, Retirement, 401k, ERISA, Compliance, Fund Accounting, Management, Project Management, Microsoft Excel, Microsoft Word, Microsoft Office, Access Database, Adobe Acrobat, Lotus Notes, Employee Benefits, Relationship Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Boston University 1991 — 1995
BS, Business Administration/Finance
Moody's Corporation November 2013 - Present
Guardian Life Insurance April 2009 - November 2013
The Guardian Life Insurance Company of America August 2006 - April 2009
JPMorgan Chase January 2005 - August 2006
IBM April 2003 - January 2005
JPMorgan Chase December 2002 - April 2003
JPMorgan Chase October 1998 - December 2002
Chase May 1997 - October 1998
Chase October 1996 - October 1998
Chemical Bank October 1992 - October 1996
Skills
Security, Integration, Governance, ITIL, Financial Analysis, Vendor Management, Data Center, Service Desk, Training, Leadership, Service Management, Analysis, Banking, Help Desk Support, IT Strategy, Problem Management, Team Leadership, Disaster Recovery, SDLC, Service Delivery, IT Management, Databases, Management, Visio, Troubleshooting, Business Continuity, Customer Satisfaction, Infrastructure, Continuous Improvement, Resource Management, Risk Management, Enterprise Architecture, IT Operations, Incident Management, PMO, System Administration, Process Improvement, Procurement, SOA, Project Management, Business Process..., Business Analysis, IT Service Management, SharePoint, Financial Services, Analytics, Project Portfolio..., Information Technology, PMP, Requirements Gathering
Education
Adelphi University 1987 — 1991
B.A., Management / Finanace
Nassau Community College 1985 — 1987
A.S., Business Admin
AXA US June 2013 - Present
AXA US June 2012 - August 2012
New York City Office of Management and Budget June 2011 - August 2011
The Guardian Life Insurance Company of America July 2010 - September 2010
Skills
Actuarial Science, Microsoft Excel, PowerPoint, Financial Analysis, VBA, Financial Modeling, Insurance, Microsoft Office, Data Analysis, Microsoft Word, Access
Education
City University of New York-Baruch College 2009 — 2012
Bachelor's degree, Actuarial Science
Baruch College/CUNY
BA, Actuarial Science
Access Services December 2014 - Present
Tabor Children's Services February 2015 - August 2015
Bernards Township Board of Education August 2006 - June 2012
City of New York, Administration for Children's Services February 2002 - December 2006
Dow Jones Indexes March 2000 - February 2002
The Cochran Firm June 1999 - February 2000
The Guardian Life Insurance Company of America February 1995 - April 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Time Management, Smartboard, Management, Leadership, Communication, Community Outreach, Data Entry, Analysis
Education
University of Phoenix 2009 — 2012
Master's degree, Special Education and Teaching
Baruch College 1996 — 2000
Bachelor's degree, Sociology
The Guardian Life Insurance Company of America 2009 - 2013
Arista Investors Corp. 1988 - 2009
Companion Life Insurance Company 1984 - 1988
Education
Baruch College
Bachelor of Business Administration (BBA), Marketing Management
Pace University
Master of Arts (M.A.), Psychology, 4.0
Hilton Head Preparatory School July 2013 - Present
The Guardian Life Insurance Company of America May 2012 - July 2013
University of Georgia August 2010 - June 2012
International Studies Abroad August 2009 - May 2010
Berry College August 2006 - April 2009
Skills
Tutoring, Translation, Language Teaching, Spanish, Teaching, Higher Education, Public Speaking, Research, Event Planning, Social Media, Community Outreach, Microsoft Office, Editing, Public Relations, Facebook, PowerPoint
Education
The University of Georgia 2010 — 2012
Masters, Spanish
Berry College 2006 — 2010
BA, Spanish, Government
Fidelity National Financial July 2011 - Present
Fidelity Investments, LLC July 2011 - Present
Fidelity Investments October 2008 - July 2011
The Guardian Life Insurance Company of America October 2007 - October 2008
Guardian Life Insurance Company October 2007 - October 2008
AIGRoyal Alliance September 2005 - October 2007
Fred Alger & Company November 2000 - November 2004
Fred Alger Management 2000 - 2004
U.S. Clearing/Fleet Securities March 1998 - November 2000
Quick & Reilly 1998 - 2000
Skills
Call Center, Process Improvement, Customer Support, Securities, Vendor Management, Mutual Funds, Retirement, Management, Call Centers, Accounting, Options, Financial Services
Education
St. Francis College 1993 — 1994
Business
Baruch College 1992 — 1993
Business Management
Baruch College
St. Francis College
New York Life Insurance Company September 2010 - Present
New York Life Insurance Company September 2004 - September 2010
The Guardian Life Insurance Company of America April 1994 - September 2004
Education
United Talmudical Seminary 1988 — 1992
The Guardian Life Insurance Company of America July 2011 - Present
Skills
Retirement Planning, Fixed Annuities, Series 7, Retirement, Mutual Funds, Strategic Financial..., Series 63, Investments, Life Insurance, Insurance, Wealth Management, Wealth Accumulation
Education
Arizona State University 2010 — 2012
Bachelor of Interdisciplinary Studies, Business & Communication
Scottsdale Community College 2004 — 2010
Associate's degree, Business Administration and Management, General
Arcadia
Austin Energy September 2010 - Present
Austin Energy December 2007 - September 2010
Unum 1999 - 2006
The Guardian Life Insurance Company of America January 2000 - December 2004
Education
Austin Community College 1992 — 1999
BA, Business
Guardian Life July 2014 - Present
Guardian Life October 2013 - Present
The Guardian Life Insurance Company of America August 2012 - October 2013
The Guardian Life Insurance Company of America January 2011 - August 2012
Guardian Investor Services, LLC July 2005 - February 2011
Pioneer Investments January 2005 - August 2005
Skills
Customer Experience, Customer Retention, Regulatory Requirements, Regulatory Affairs, Marketing Communications, Vendor Relationships, Vendor Contracts, Vendor Management, Contract Negotiation, FINRA, Annual Reports, Sales, Territory Management, Territory Development, Investor Relations, Building Relationships, Relationship Marketing, Sales Force Development
Education
Assumption College 2000 — 2004
BS, Business Communications
Basis Investment Group August 2015 - Present
MERCCREM, LLC September 2013 - Present
Baruch College December 2013 - Present
Doral Bank 2013 - 2014
MC-Five Mile Commercial Real Estate Finance Management LLC October 2012 - September 2013
The Guardian Life Insurance Company of America April 2004 - September 2012
NYU Real Estate Institute 2003 - 2005
MetLife 1986 - 2004
Skills
Asset Managment, Real Estate, Negotiation, Financial Analysis, Portfolio Management, Risk Management, Disposition, Loans, Commercial Mortgages, Mortgage Lending, Real Estate Economics, Underwriting, Property Management, Strategic Financial..., Investments, Corporate Law, Real Estate Development, CMBS, Due Diligence, Finance, Structured Finance, Mezzanine, Loan Servicing, Brokerage, Alternative Investments, Financial Modeling, Investment Properties, Equities, Asset Management, Loan Origination, Management, Real Estate Transactions, Private Equity, Capital Markets, Appraisals, Valuation, Mergers & Acquisitions, Commercial Real Estate, Acquisitions, Funding, Financial Structuring, Asset, Securities, Real Estate Financing, Leases, Location Intelligence, Joint Ventures, Bonds, Investment Banking, Dispositions
Education
New York University 1993 — 1997
MS, Appraisal and Valuation
City University of New York-Queens College 1975 — 1980
BA, Economics
Baruch College, City University of New York (CUNY)
john bowne hs
CIGNA September 2005 - Present
The Guardian Life Insurance Company of America 2004 - 2005
American Income Life 2004 - 2005
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Accident, Human Resources, Life Insurance, Underwriting, Brokers, Benefits Administration, Account Management, Term Life Insurance, FMLA, Claim, Sales
Education
Cedar Crest College 2003 — 2004
Bloomsburg University of Pennsylvania 2000 — 2004
BS, Computer Science
ADP June 2013 - Present
Paychex May 2009 - June 2013
Yell April 2007 - May 2009
Kryptonite Speed Team September 2000 - May 2007
The Guardian Life Insurance Company of America October 2003 - November 2006
Skills
Sales, Account Management, Business Planning, B2B, Selling, Cold Calling, Retirement Plan..., Qualified Retirement..., Retirement Benefits, Strategic Partnerships, Partner Development, Partner Management, Sales Prospecting, Qualifying Prospects, Prospect Research, ERISA, 401k, Business Process..., Business Analysis, Business Strategy, Management, Salesforce.com, Sales Presentations, Human Resources, Sales Process, Customer Service, Lead Generation, Solution Selling, Contract Negotiation, Leadership, Sales Operations, Customer Retention, Marketing Strategy, SaaS, Coaching, New Business Development, Sales Management, Marketing, Employee Benefits, Payroll, Team Building
Education
Baylor University 1996 — 2000
BA, Psychology
Arancini Bros LLC May 2012 - Present
Al Farasha March 2011 - Present
Stuffed Artisan Cannolis September 2014 - December 2014
Tourneau June 2011 - May 2012
The Guardian Life Insurance Company of America 2006 - 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Internet Explorer, Team Leadership, Dependable Team Player, Team-oriented
Education
Baruch College
Xavier High School
ING July 2010 - August 2014
Nationwide Insurance 2008 - 2010
The Guardian Life Insurance Company of America November 2004 - October 2007
New York Life Insurance Company September 1993 - June 2004
Skills
Leadership Development, Public Speaking, Marketing Strategy, Fixed Annuities, Insurance, Retirement Planning, Series 6, Series 7, Mutual Funds, Life Insurance, Retirement, Long-term Care, Disability Insurance, Series 63, Wealth Management, Estate Planning, Strategic Financial..., Investments, Term Life Insurance, Employee Benefits, Sales Management, Sales, Financial Advisory, Leadership, 401k, Financial Services, Sales, Financial Planning, Management, Finance, Strategy
Education
The American College 2009 — 2011
Charter Life Underwriter
Baylor University 1976 — 1980
BA, Radio Television and Film, Business Marketing
Penn Mutual June 2009 - Present
The Guardian Life Insurance Company of America June 1991 - February 2009
Lutheran Brotherhood - Thrivent Financial February 1983 - June 1991
Education
Arizona State University 1974 — 1980
Bachelor of Science (B.Sc.), Business Administration and Management, General
Express Employment Professionals May 2015 - Present
Nationwide Insurance April 2014 - May 2015
The Guardian Life Insurance Company of America February 2013 - September 2013
Wegmans Food Markets March 2012 - January 2013
Mathom House of Edison Court, Inc. September 2010 - March 2012
U.S. Immigration and Customs Enforcement (ICE) May 2009 - August 2009
Skills
Customer Service, Insurance, Employee Benefits, Sales, Training
Education
Cedar Crest College 2012 — 2013
Certificate, Human Resources Management
Temple University 2007 — 2010
Bachelor of Arts (B.A.), Criminal Justice
Bloomsburg University of Pennsylvania 2006 — 2007
Psychology
The Guardian Life Insurance Company of America February 1993 - Present
Skills
CISSP, Information Security, IAM, Business Continuity, Business Analysis, Risk Assessment, Governance, Application Security, Security, Information Security..., Identity Management, IT Management, Risk Management, Operational Risk..., Vulnerability Management, IT Strategy, Incident Management, IT Risk Management, Information Technology, GLBA
Education
American International College
Economics
The Guardian Life Insurance Company of America July 2015 - Present
The Guardian Life Insurance Company of America February 2000 - Present
Skills
Project Management, Complex Sales, Coaching, Disability Insurance, Insurance, Team Building, Life Insurance, Analytical Skills, Employee Benefits, Team Leadership, Fixed Annuities, Benefits Negotiation, Critical Thinking, Time Management, Financial Services, MBTI, Microsoft Excel, Salesforce.com, Personal Development, Health Insurance, Leadership, Account Management, Management, Risk Management, Sales, Customer Service
Education
Baker University 2012 — 2015
Bachelor of Arts in Business Leadership, Creating effective organizational climates, coaching and managing teams, data driven decision making
Footprints Networking and Business Solutions Group November 2008 - Present
Forest Hills Financial Group April 2006 - Present
The Guardian Life Insurance Company of America December 2003 - Present
Skills
Retirement Planning, Fixed Annuities, Retirement, Disability Insurance, Estate Planning, Life Insurance, Strategic Financial..., Long Term Care Insurance, Financial Services, IRAs, Employee Benefits, 401k, Insurance, Finance, Wealth Accumulation, Wealth Management, Financial Advisory, Business Planning, Term Life Insurance, Wealth Management..., 401k Rollovers, Risk Management, Health Insurance, Pensions, Wealth, Defined Benefit, Investment Advisory, Roth IRA, Financial Analysis, Whole Life, Veritas, Small Business, Portfolio Management, Business, Buy Sell Agreements, Underwriting, College Savings Plans, Universal Life, Analysis, 529 Plans, Income Protection, Life, Annuity Sales, High Net Worth..., FINRA, Saving for Education, Bonds, Critical Illness, General Insurance, The Living Balance Sheet
Education
City University of New York-Baruch College
Economics and Finance
College of Aeronautics
Hillcrest High School (Queens,NY)
Junior High School (JHS-109) Queens,NY
The Guardian Life Insurance Company of America May 2010 - Present
Northwestern Mutual October 2006 - May 2010
Skills
Disability Insurance, Long Term Care, Insurance, Executive Compensation, Term Life Insurance, Brokerage, Retirement Planning, Long-term Care, Life Insurance
Education
Arizona State University 2001 — 2005
Communication
The Guardian Life Insurance Company of America January 2009 - Present
The Guardian Life Insurance Company of America November 2008 - Present
GMA Brokers LLC February 2006 - Present
Skills
Whole Life, Universal Life, Fixed Annuities, Agent Training, Candidate Selection, Leadership, Coaching, Term Life Insurance, Estate Planning, Sales Management, Disability Insurance, Sales Management..., Sales Hiring, Sales Motivation, Training, IRAs, Long Term Care Insurance, Management, Financial Planners, Employee Benefits, Mutual Funds, Insurance, Investments, Small Business, Life Insurance, Recruiting, Strategic Financial..., Retirement Planning, 401k, Long-term Care, Securities, Series 6, Retirement, Brokers, Wealth Accumulation, Funding, Financial Analysis, Time Management, Cold Calling, Finance, Sales, Financial Services, Series 7, Wealth
Education
Talmudical Seminary of Bobov 1984 — 1990
Rabbinical College Bobover Yeshiva Bnei Zion 1976 — 1990
The Guardian Life Insurance Company of America July 2011 - Present
New York Life Insurance Company January 2007 - June 2011
Skills
Customer Service, Sales, Microsoft Office, Life Insurance, Insurance, Health Insurance, Financial Services, Underwriting, Investments, Fixed Annuities, Leadership, Retirement Planning, Retirement, Relationship Management, Disability Insurance, Term Life Insurance
Education
Trinity College of Florida
Elementary Education and Teaching
Guardian Life January 1983 - Present
Guardian Life Insurance January 2000 - September 2003
The Guardian Life Insurance Company of America January 1999 - August 2003
Skills
Sales and Management, Insurance, Employee Benefits, Underwriting, Strategic Financial..., Claim, Dentistry, Accounting, Sales, Long Term Care Insurance, Disability Insurance, Series 6, Life Insurance, 401k, Fixed Annuities, Series 63, Health Insurance, Sales Management, Long-term Care, Leadership, Term Life Insurance, Brokers, Financial Services, Workers Compensation, Retirement, Retirement Planning, Property & Casualty..., Mutual Funds, Benefits Administration, Small Business, Estate Planning, Pensions, Executive Management, Medicare, Series 7, Investments, Financial Advisory, Commercial Insurance, Wealth Management, Risk Management, Relationship Management, Health Savings Accounts, Finance, Asset Allocation, General Insurance, Reinsurance, Professional Liability, Umbrella Insurance, Critical Illness, Financial Risk
Education
LOMA 1992 — 1993
FLMI, Insurance Designation
Bryn Mawr College 1990 — 1993
CLU,ChFC and RHU, Insurance and financial planning
Wilkes University 1983 — 1985
MBA, Business and Finance
Bloomsburg University of Pennsylvania 1979 — 1983
Accounting, Accounting
Mass Electric Construction Co./ Kiewit Eastern District January 2014 - Present
Women Presidents Organization February 2010 - January 2014
The Guardian Life Insurance Company of America June 2008 - July 2009
Skills
Microsoft Office, Quickbooks, Financial Accounting, Financial Reporting, SAP, Financial Analysis, Financial Statements, Research
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS), Taxation
City University of New York-Baruch College 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Murry Bergtraum High School for Business Careers 2005 — 2009
Accounting
The Guardian Life Insurance Company of America 2013 - Present
CDPHP 2011 - 2013
DentaQuest 2007 - 2011
CareCore National 2006 - 2007
CareCore National 2004 - 2006
Hopalong Cassidy Enterprises 2003 - 2004
WellCare 2000 - 2003
Skills
Provider Relations, Healthcare, Managed Care, Compliance, Health Insurance, Account Management, Managerial Experience, Contract Negotiation, Contract Management, Management, Process Improvement, HIPAA, Medicaid, Network Development, HMO, PPO, Recruiting, Healthcare Management, Employee Benefits, Healthcare Industry, Human Resources, Insurance, Medicare
Education
Ashford University
MA, Organizational Management Human Resources, Cumulative GPA 3.7
SUNY Empire State College
Bachelor of Science (BS), Business Administration
The Guardian Life Insurance Company of America August 2006 - February 2012
Education
Berkshire Community College
Business Administration and Management, General
Emergency Professional Services, P.C. (EPS) April 2011 - August 2012
Bright Light Creative June 2009 - 2010
paul howell : design, llc December 2008 - July 2009
The Guardian Life Insurance Company of America June 2007 - February 2009
Education
Northern Arizona University 2012 — 2014
Master's Degree, Physician Assistant Studies
Arizona State University 2002 — 2007
Bachelor of Science (BS), Visual Communications
WisdomTree Asset Management June 2014 - Present
New York University September 2013 - May 2014
International Securities Exchange Holdings, Inc. (ISE Holdings) July 2013 - May 2014
Lloyds Banking Group January 2013 - May 2013
The Guardian Life Insurance Company of America June 2011 - August 2012
Skills
ETFs, Fixed Income, Research, Emerging Markets, Asset Management, Currency, Asset Allocation, Index Funds, Options, Swaps, Risk Management, VBA, Bloomberg, R, Microsoft Office
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Bachelor of Science, Accounting and Finance
City University of New York-Baruch College 2010 — 2011
Finance & Investments
Brooklyn Technical High School 2006 — 2010
High School Diploma, Architectural Design
Stickle & Associates June 2006 - Present
The Guardian Life Insurance Company of America June 2005 - June 2006
Lincoln Financial Group June 2004 - June 2005
Skills
Process Improvement, Financial Analysis, Management, Life Insurance, Business Strategy, Recruiting, Talent Management, Talent Acquisition, Executive Staffing, Permanent Placement, Fixed Annuities, Finance, Manufacturing, Policy, Investments, Leadership, Financial Services, Retirement Planning, CRM, Insurance, Cross-functional Team..., Team Building, Disability Insurance, Talent Pipelining, Sales, Staffing Services, Process Engineering, Risk Management, Operations Management, Employee Benefits, Operational Excellence, Process Optimization, Strategy, Six Sigma, Change Management, Continuous Improvement, Performance Management, Business Planning, Forecasting
Education
Appalachian State University 2001 — 2004
Bachelor Of Science, Finance and Banking, Risk and Insurance
The Guardian Life Insurance Company of America November 2001 - Present
Skills
Equities, Hedge Funds, Portfolio Management, Fixed Income, Series 7, Financial Analysis, Securities, Sales Management, Capital Markets, Asset Management, Series 63, Valuation, Alternative Investments, Derivatives, Financial Modeling, Bloomberg, Mutual Funds
Education
Baruch College 1987 — 1992
MBA, Finance
Cornell University 1980 — 1984
BA, Business Management and Finance
LVMH November 2013 - Present
Bunge Limited June 2008 - October 2013
Bunge Limited November 2005 - May 2008
The Guardian Life Insurance Company of America August 2004 - February 2005
Toys "R" Us January 2003 - July 2003
WebMD August 2001 - October 2002
Agfa Corporation January 1999 - August 2001
Bestfoods, Inc. August 1996 - December 1998
Canon USA February 1995 - August 1996
MCS Business Solutions Inc. January 1990 - February 1995
Skills
International..., HR Policies, Salary Review, Job Pricing, Variable Pay, Global Compensation, Expatriate Management, Executive Pay, Global Mobility, Employee Benefits, Deferred Compensation, Salary, Human Resources, Succession Planning, Sales Compensation, Incentive Programs, Compensation & Benefit, PeopleSoft, HR Transformation, Payroll, Hay Job Evaluation, Expatriate Tax, Comp & Ben, Base Pay Administration, Certified Compensation..., Certified Benefits..., Profit Sharing, Compensation Strategies, Personnel Management, Performance Management, Workforce Planning, Labor Relations, Remuneration, Job Descriptions, Compensation Structures, Employee Recognition, Onboarding, Compensation & Benefits, Job Evaluation, SharePoint
Education
Baruch College, City University of New York (CUNY) 1988 — 1990
MBA
University of Oregon - Charles H. Lundquist College of Business 1984 — 1988
BA
American International School, Vienna Austria 1983 — 1984
HS
Tsai Hsing Junior High School 1980 — 1983
Junior High School Diploma
Guardian March 2005 - Present
The Guardian Life Insurance Company of America July 2008 - August 2011
The Guardian Life Insurance Company of America (Consulting role) November 2001 - March 2005
GE (Consulting role) March 2000 - October 2001
Mastech December 1998 - September 1999
Visa (Consulting role) April 1997 - November 1998
TISCO (Consulting role) November 1994 - March 1997
Skills
SOA, J2EE, Integration, Java, Architecture, System Design, Frameworks, web service security, Governance, SDLC, Solution Architecture, IT Strategy, Enterprise Architecture, TOGAF, Java Enterprise Edition, WS-*, IT Management, EAI, Virtualization, ITIL, Security, Technical Leadership, Web Applications, Distributed Systems, Application Architecture, Software Project..., Data Warehousing, Requirements Analysis, Websphere, Web Services, DB2, Agile Methodologies, Unix, Systems Analysis, ESB
Education
Bengal Engineering and Science University, Shibpur 1990 — 1994
Bachelor of Engineering, Electronics and Tele-Communication
The Guardian Life Insurance Company of America November 2011 - Present
Anheuser-Busch Companies, Inc. November 2007 - November 2011
Wyndham Worldwide Corporation October 2004 - September 2007
Skills
Siebel, Informatica, OBIEE, Business Intelligence, Data Warehousing, ETL, Oracle, Teradata, Data Modeling, Business Analysis, Master Data Management, Project Management, Dashboard, Unix, Enterprise Software, Performance Tuning, Analytics
Education
Texas Tech University 2001 — 2003
MS, Mechanical Engineering
Andhra University 1995 — 1999
BE, Mechanical Engineering
The Guardian Life Insurance Company of America August 2009 - Present
Merck & Co., Inc. July 2007 - May 2008
CareersUSA October 2005 - April 2007
Skills
Outlook, Microsoft Excel, Administrative..., Insurance, Access
Education
Northampton Community College 2007 — 2010
Specialized Degree in Accounting, Accounting
Bloomsburg University of Pennsylvania 1997 — 2001
Bachelors, English
Ross Stores, Inc. January 2015 - Present
Ross Stores, Inc. March 2014 - December 2014
Ross Stores, Inc. May 2010 - March 2014
Ross Stores, Inc. May 2008 - April 2010
Ross Stores, Inc. April 2007 - April 2008
Dale Carnegie Training 2005 - 2007
The Guardian Life Insurance Company of America 2001 - 2002
Skills
Retail, Merchandising, Forecasting, Trend Analysis, Inventory Management, Microsoft Excel, Data Analysis, PowerPoint, Access, Strategic Planning, Teamwork, Merchandise Planning, Analytical Skills, Process Improvement, Marketing, Customer Service, Microsoft Office, Analysis, Apparel
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2007
BBA, International Marketing
Murry Bergtraum High School for Business Careers 1999 — 2002
High School, Regents, Computer Science
NYC Department of Youth & Community Development January 2015 - Present
NYC Department of Youth & Community Developement October 2010 - December 2014
NYC Department of Youth & Community Developement September 2005 - September 2010
Chinese-American Planning Council 2001 - 2005
Mizuho Financial Group 2000 - 2001
TIAA-CREF 1999 - 2000
The Guardian Life Insurance Company of America 1997 - 1999
New York Life Insurance Company 1994 - 1997
Skills
Non-profits, Workforce Development, Community Outreach, Public Speaking, Program Development, Administration, Community Development, Government, Public Policy, Policy, Fundraising, Program Management, Public Relations, Government Liaison, Microsoft Office, Organizational..., PowerPoint, Policy Analysis, Strategic Planning, Word, Change Management, Capacity Building, Conflict Resolution, Excel, Supervisory Skills, Budgeting, Teaching, Nonprofits, Microsoft Word, Budgets, Technical Assistance, Program Evaluation, System Administration, Leadership Development, Grant Writing, Youth Development, Coaching, Staff Development, Community Organizing, Economic Development, Research, Grants, Social Services, Non-profit..., Volunteer Management, Event Planning, Legislative Relations, Proposal Writing, Higher Education, Leadership
Education
Nyack College 2003 — 2013
Master of Professional Studies, Urban Studies
State University of New York at Binghamton 1990 — 1994
Bachelor of Science (BS), Marketing/Marketing Management, General
The Guardian Life Insurance Company of America 2011 - Present
Kirsopp Financial Services 2008 - 2011
Merrill Lynch 2006 - 2008
MetLife 1991 - 2006
Skills
Investments, Risk, Portfolio Management, Compliance, Insurance, Mutual Funds, Executive Management, Securities, Series 7, Strategic Financial..., Life Insurance, Enterprise Risk..., Series 63, Risk Management, Financial Risk, Mergers & Acquisitions, Fixed Annuities, Wealth Management, Investment Advisory, Information Security, Retirement Planning, Financial Services, Retirement, Finance
Education
American InterContinental University 2003 — 2004
Loyola University New Orleans 1992 — 1995
Organizational Development
HealthPlus Amerigroup July 2014 - Present
EmblemHealth March 2013 - March 2014
Express Scripts September 2011 - November 2012
Medco September 2008 - April 2011
The Guardian Life Insurance Company of America November 1991 - June 2008
CIGNA July 1986 - November 1991
NY Hospital/Cornell Medical Center July 1981 - June 1986
Skills
Managed Care, Quality Assurance, Healthcare Management, Healthcare, Pharmacy Benefit..., Utilization Management, Provider Relations, Healthcare Consulting, Health Insurance, Medicare, Medicaid, Case Management, Vendor Management, Cross-functional Team..., Clinical Research, Disease Management, Health Policy, Employee Benefits, Healthcare Industry, HIPAA, Training, Medicare Part D, Nursing, Software Documentation, PPO, Leadership, Insurance, Long-term Care, Hospitals, Healthcare Information..., Contract Negotiation, Pharmacy, Network Development, Contract Negotiations, EMR, Claim, EHR, Revenue Cycle, Process Improvement, Health Care Reform, Management, Program Management, Analysis, HMO, Quality Improvement, Clinical Program..., PBM, Case Managment
Education
City University of New York-Baruch College 1984 — 1986
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management, Cum Laude
William Paterson University of New Jersey
Bachelor of Science (BS), Registered Nursing/Registered Nurse, Cum Laude
Deloitte September 2013 - Present
Babson College September 2011 - Present
ZoomInfo May 2012 - November 2012
The Guardian Life Insurance Company of America January 2008 - August 2011
Extensible Consulting July 2007 - January 2008
Extensible IT Solutions Private Limited July 2005 - June 2007
Insurance Technologies May 2005 - July 2005
Skills
Corporate Finance, Investment Banking, Strategy Development, Marketing Strategy, Social Media Marketing, JavaScript, Java, Visual C#, ASP.NET, Grid Computing, jQuery, Excel, SQL Server, Design Patterns, Economics, Salesforce.com, Microsoft SQL Server, Product Management, Microsoft Excel, Strategy, Management, Market Research, Analysis, Project Management, Business Strategy, Business Development, SaaS
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, Entrepreneurship and Finance
Symbiosis Center for Information Technology 2001 — 2003
Master of Information Technology, Software Development
Jai Hind College 1998 — 2001
Bachelor of Commerce, Accounting and Business/Management
Our Own English High School 1996 — 1998
12 th Grade, Business
The Modern High School, Dubai 1991 — 1996
10th Grade, ICSE
Strategic Employee Benefit Services(SEBS) March 2012 - Present
The Guardian Life Insurance Company of America September 1987 - February 2012
Education
Auburn University 1984 — 1987
The Guardian Life Insurance Company of America December 2011 - Present
MetLife June 2008 - December 2011
MetLife June 2006 - June 2008
Smith Barney May 2001 - August 2004
Skills
Vendor Management, Cross-functional Team..., Strategy, Procurement, Strategic Sourcing, Management, Project Management, Project Planning, Financial Analysis, Business Development, Consulting, Contract Negotiation, Global Sourcing, Process Improvement, Sourcing, Supply Management
Education
American University - Kogod School of Business 2004 — 2006
MBA, International Business & Finance
University of Kent 1996 — 1999
Bsc (Hons), Biochemistry with Medical Biosciences
American Express May 2015 - Present
Guardian Life January 2015 - May 2015
Guardian Life June 2014 - January 2015
Siena Consulting February 2010 - April 2014
The Guardian Life Insurance Company of America February 2013 - January 2014
Baruch College June 2010 - December 2012
Sirota Survey Intelligence September 2010 - February 2012
Kaplan Test Prep and Admissions April 2011 - June 2011
Macquarie Investment Bank June 2008 - January 2009
New Pathways Counseling Center May 2005 - December 2005
Skills
SPSS, Performance Management, Psychology, Survey Design, Research, Qualtrics, Qualitative Research, Talent Management, Microsoft Office, SurveyMonkey, Quantitative Research, Data Analysis, Data Collection, NVivo, Qualtrics Survey..., Survey Monkey, University Teaching, Microsoft Excel, Employee Engagement, Succession Planning, Organizational..., Psychometrics, Management
Education
Baruch College, City University of New York (CUNY) 2010 — 2016
PhD, I/O Psychology
Baruch College, City University of New York (CUNY) 2008 — 2010
M.S, I/O Psychology
New York University 2002 — 2006
B.A, Psychology
Community Health Plan June 2013 - Present
Faneuil Inc April 2013 - June 2013
Bank of America April 2011 - December 2012
The Guardian Life Insurance Company of America August 2009 - April 2011
Healthcare Management Adminstrators April 2008 - July 2009
WDS July 2007 - April 2008
WDS July 2006 - July 2007
WDS August 2004 - July 2006
WDS January 2004 - July 2004
WDS August 2000 - January 2004
Skills
Project Management, Operations Management, Healtcare Payer Industry, Call Center Management, Service Level Management, Claims Adjudication, Medical and Dental..., Quality Assurance, Qualitative &..., Process Development and..., Manage Client..., Process Improvement, Systems Development, Healthcare, Visio, Call Centers, Software Documentation, SDLC, Business Process..., ITIL, Insurance, Management, Access, Human Resources, Employee Benefits, Vendor Management, Customer Satisfaction, Customer Service, Risk Management, CRM, Adjudication, Analysis, Training, Business Analysis, Leadership, IT Service Management, System Development, Benefits Administration, Performance Management, Requirements Gathering, Health Insurance, Team Building, Program Management, Change Management, Coaching, Cross-functional Team..., Team Leadership, Business Requirements, SharePoint, HIPAA
Education
Bellevue Community College 1989 — 1990
Credits, Business
Inglemoor High School 1985 — 1988
Diploma, General
The Guardian Life Insurance Company of America May 1995 - Present
AXA/Equitable 1985 - 1995
Skills
Sales, Retirement Planning, Term Life Insurance, Investments, Insurance, Marketing, Retirement, Financial Services, IRAs, Life Insurance, Financial Planners, Long-term Care, Series 7, Fixed Annuities, Strategic Financial..., Wealth, Strategic Planning, Disability Insurance, Series 6, Leadership, Mutual Funds, Series 63, Vendor Management, 401k, Training, Asset Management, Wealth Management, Asset Allocation, Long Term Care Insurance, Securities, Health Insurance, Employee Benefits, Risk Management, Estate Planning, Relationship Management, Whole Life
Education
Adelphi University 1984 — 1988
MBA, Marketing and Management
New York Institute of Technology-Old Westbury
BS -- Business, Management
Bank of America April 2013 - Present
The Guardian Life Insurance Company of America January 2012 - Present
Atlantic Mortgage Direct June 2008 - August 2010
Prosperity Mortgage January 2008 - June 2009
Skills
Insurance Producer
Education
Universidad del Norte 1993 — 1998
MBA, Business/Marketing
Corporación Universitaria de la Costa 1982 — 1987
Architect
The Guardian Life Insurance Company of America March 2011 - Present
The Guardian Life Insurance Company of America July 2010 - March 2011
The Guardian Life Insurance Company of America July 2006 - June 2010
The Guardian Life Insurance Company of America December 2003 - June 2006
AT&T Labs, Inc. November 2001 - November 2003
AT&T Labs, Inc. August 1997 - November 2001
University of Maine September 1993 - July 1997
Carborundum Universal Limited June 1992 - September 1993
Skills
SDLC, PMP, PMO, Program Management, Project Management, Business Analysis, Vendor Management, Operational Excellence, Software Project..., Process Engineering, Process Improvement, Business Requirements, Requirements Analysis, Requirements Gathering, Lean, Six Sigma, Metrics, Microsoft Excel, Visio, VBA, IT Strategy, ITIL, IT Management
Education
University of Maine 1993 — 1997
Master of Science (MS), Environmental Science & Forestry
Birla Institute of Technology and Science
Master of Science (MSc) - Honors, Biological Sciences
Birla Institute of Technology and Science
Bachelor of Engineering (B.E.) - Honors, Mechanical Engineering
United States Secret Service November 2009 - Present
Strategic Employee Benefit Services 2007 - 2009
The Guardian Life Insurance Company of America 2003 - 2007
Briarwood Presbyterian Church June 1999 - June 2002
Skills
Criminal Investigations, Risk Assessment, Asset Protection, Risk Reduction, Personnel Security, Public Speaking, Coaching, Budgets, Leadership, Enforcement, Security, Training, Analysis
Education
Auburn University 1995 — 1999
Bachelor of Science (B.S.), Finance, General
The Bank Of New York Mellon August 2005 - Present
PMI NYC Chapter January 2005 - Present
Morgan Stanley January 2004 - August 2005
The Macgregor Group July 2000 - January 2004
Citi July 1997 - July 2000
The Guardian Life Insurance Company of America 1996 - 1997
Education
Baruch College
Bachelor of Business Administration (BBA)
Bank of America August 2011 - Present
The Guardian Life Insurance Company of America July 2007 - August 2011
Bon Consulting Inc. 2007 - 2008
Polaris Software Lab December 2004 - July 2007
Citi 2006 - 2007
Tecra Systems March 2004 - November 2004
Education
Bapatla Engineering College 2000 — 2003
PG, Computer Applications
Andhra University 1997 — 2000
BSc, Computer Science
Kaiser Permanente IT January 2012 - Present
Pacific Gas and Electric Company November 2007 - September 2011
Wells Fargo 2011 - 2011
Southern California Edison (SCE) 2007 - 2010
The Guardian Life Insurance Company of America February 2007 - November 2007
Merrill Lynch June 2004 - December 2006
iGate Mastech 2003 - 2003
Tech Mahindra 2002 - 2003
MLBSL 2000 - 2001
MLBSL 2000 - 2001
Skills
Quality Center, Testing, SDLC, Business Analysis, Test Management, Requirements Analysis, Test Planning, Project Management, Test Estimation, Work Schedule, Manual/Automation..., DB Testing, UNIX,Autosys Jobs, System Testing, Software Project..., Visio, Business Requirements, Regression Testing, Quality Assurance, Integration, Waterfall, Requirements Gathering, Agile Methodologies, SharePoint
Education
Anna University 1992 — 1997
B.Arch, Engineering Design, Estimation
Thiru vi ka
The Guardian Life Insurance Company of America January 1999 - Present
Guardian Life April 2007 - August 2011
Skills
Databases, DB2, Unix, Enterprise Architecture, SDLC, Systems Analysis, Linux, Data Warehousing, Solution Architecture, IT Strategy, Data Modeling, Database Design, Requirements Gathering, Oracle, SOA, Disaster Recovery, Requirements Analysis, Vendor Management, Software Project..., Unix Shell Scripting, ITIL, IT Management, SharePoint, Agile Methodologies, Budgets, Team Management, ETL, IT Service Management, Teradata, Big Data, Security, Hiring Employees, Database Architect, Innovative Solutions, MongoDB, Hadoop, NoSQL, RHEL, Database Security, Tripwire, McAfee Sentrigo, Business Analysis, SQL, Business Intelligence, Process Improvement, Integration, Visio
Education
Rutgers University-New Brunswick 2010 — 2010
Mini MBA, Business Essentials Program
Andhra University 1989 — 1993
MCA, Master Computer Sciences
Andhra University 1986 — 1989
Bachelors Degree, Mathematics
Bharati Vidyapeeth 1986 — 1989
Bachelors, Mathamatics and Statistics
Prince William County Schools December 2003 - Present
The Guardian Life Insurance Company of America June 1974 - June 1994
Education
Gibbs College 2005 — 2006
Adelphi University
EmblemHealth July 2013 - Present
The Guardian Life Insurance Company of America June 2009 - March 2013
The Guardian Life Insurance Company of America May 2002 - June 2009
The Guardian Life Insurance Company of America June 1990 - May 2002
Skills
Disability Insurance, Insurance, Life Insurance, Reinsurance, Pensions, Retirement, Fixed Annuities, Defined Benefit, Actuarial Science, Underwriting, Health Insurance, Prophet, Risk Management, Employee Benefits, Valuation, ALM, Financial Risk, General Insurance, Analysis, Financial Reporting, Finance, Actuaries, Strategic Financial..., Mutual Funds, Financial Analysis, Enterprise Risk..., Pricing, Claim, Financial Modeling, Variable Annuities, VBA, Economic Capital, Actuarial Consulting, Investments, Solvency II, Actuarial Exams, Embedded Value, Fixed Income, MoSes, Portfolio Management, 401k, Universal Life, Term Life Insurance, Auditing, Predictive Modeling, Financial Services, Process Improvement, SAS, Property & Casualty..., Statistical Modeling
Education
Binghamton University 1986 — 1990
Bachelor of Arts, Mathematics
West Islip High School
Department of Veterans Affairs June 2013 - Present
FirstEnergy April 2012 - May 2013
KeyBank August 2010 - March 2012
Progressive Insurance February 2010 - July 2010
The Guardian Life Insurance Company of America July 2009 - October 2009
KeyCorp April 2003 - March 2009
Cyber Business Credit May 2000 - March 2003
Citi February 1999 - April 2000
Bell Laboratories October 1997 - January 1999
Skills
WebSphere Application..., Enterprise Architecture, Websphere, SDLC, SOA, IBM Certified, Business Process Design, Java Enterprise Edition, Document Management, FileNet, Software Project..., Hibernate, Web Services, Solution Architecture, Oracle, Weblogic, Requirements Gathering, Integration, Requirements Analysis, Agile Methodologies, PL/SQL, Unix, Microsoft SQL Server, Software Development, SQL
Education
PSG College of Technology 1990 — 1994
BE, Electrical and Electronics
Anna University
ME, Computer Science
The Guardian Life Insurance Company of America October 2010 - May 2011
Bank of America/Merrill Lynch December 1979 - May 2010
Skills
Negotiation, Contract Management, Purchasing, Procurement, Vendor Management, Vendor Relations, Contract Negotiations, Contract Negotiation
Education
City University of New York-Baruch College
MBA, Management Science
Columbia University in the City of New York
BS, Classical Greek and Latin
McDermott & Thomas Associates, LLC December 2012 - Present
McDermott & Thomas Associates, LLC February 2002 - Present
The Guardian Life Insurance Company of America January 2000 - January 2002
Skills
Group Health Benefits, Life Insurance, Health Insurance, Disability Benefits, Dental Insurance, Flex Plans, HRA / HSA, Employee Benefits, Insurance, Sales, HMO, 401k, Long-term Care, Brokers, Term Life Insurance, Benefits Administration, Underwriting
Education
Baruch College
Bachelor of Arts (BA), Marketing/Marketing Management, General
Bar-S Foods Co. 2009 - Present
The Guardian Life Insurance Company of America 2007 - 2009
Mutual of Omaha 2002 - 2007
United States Air Force 1992 - 2002
Education
Bellevue University 2000 — 2002
BS, Business
UC Davis 1996 — 1998
Hazmat Certification
Disability Management Services, Inc. June 2014 - Present
Prudential Financial August 2013 - June 2014
The Guardian Life Insurance Company of America April 2009 - July 2013
Security Mutual Life May 2007 - October 2007
Education
Binghamton University 2004 — 2008
BA, Mathematics
Binghamton University 2004 — 2008
Bachelor of Arts (B.A.), Mathematics
The Law Office of Brian L. Greben January 2013 - Present
Marshall Conway & Bradley P.C. 2009 - 2012
Herrick, Feinstein LLP 2006 - 2009
Marcus & Greben 2004 - 2006
The Guardian Life Insurance Company of America 1997 - 2004
Skills
Employment Law, Traditional Labor Law, Insurance Law, Defense Litigation, Civil Litigation, Legal Opinions, Coverage Issues, Commercial Litigation, Litigation, Appellate Practice, Federal Courts, Court Appearances, Appeals, Depositions, Courts, Legal Writing, Legal Research, Legal Advice, Mediation, Research, Contract Negotiation, Restaurants, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Microsoft Word, Negotiation, Intellectual Property, Corporate Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1992 — 1995
Doctor of Law (J.D.), Law
Montclair State University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
AIS
AIS
AIS
ACSIA Partners March 2007 - Present
Lincoln Investment Planning July 2010 - Present
Senior Network Solutions, Ltd. July 2002 - Present
Advisors Resource Group, Ltd. January 2001 - Present
Cradle of Aviation Museum 1999 - Present
Whitmore Financial Services, Ltd. 1996 - 2001
The Guardian Life Insurance Company of America July 1988 - April 1996
E. F. Hutton & Co. April 1986 - July 1988
Skills
Long-term Care, Estate Planning, Retirement Planning, Retirement, Insurance, Fixed Annuities, Portfolio Management, Small Business, Financial Advisory, Public Speaking, Investments, Estate Tax Planning, Financial Services, Employee Benefits, IRAs, Succession Planning, Management, Financial Planners, 401k, Personal Finance, Financial Planning, Entrepreneurship, Elder Care, Disability Insurance, Term Life Insurance, Health Insurance, Critical Illness, Long Term Care Planning, Health, Annuities, Strategic Financial..., Medicaid, Seniors, Life Insurance, Wealth, Medicare, Wealth Management, Finance, Social Security Analysis, Wealth Preservation..., Senior Health & Fitness, Caregivers Support, LTC Outreach & Education, Trends in Aging, Aging in Place, Qualified Retirement..., Risk Management, Mutual Funds, Universal Life, Whole Life
Education
The American College 1990 — 1992
Taxation, Insurance, Pensions, Estate and Financial Planning
Adelphi University 1971 — 1973
MBA Program; Finance/Business Administration
Saint Leo University 1967 — 1971
BA, Biology, Chemistry, Education
Garden City High '67 1964 — 1967
High School Diploma, College Prep.
Lehigh Hanson Inc January 2013 - Present
Lehigh Hanson 2012 - Present
Lehigh Hanson 2005 - Present
The Guardian Life Insurance Company of America 2000 - 2005
Aventis 1991 - 2000
Skills
Recruiting, Employee Relations, Employee Benefits, compensation, HR Policies, Policy, Benefits Administration, HR Consulting, Deferred Compensation, Succession Planning, Training, Employee Engagement, Talent Management, Talent Acquisition, Change Management, Onboarding, Compensation & Benefit, Organizational..., Labor Relations, Employment Law, Sourcing
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1992
MS, Industrial Relations/Human Resources
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1992
MS, Industrial Relations/Human Resources
Bloomsburg University of Pennsylvania 1986 — 1989
BA, Psychology
FAIR Health, Inc. January 2015 - Present
KPMG January 2014 - 2015
UnitedHealthcare May 2010 - 2012
NYABJ 2000 - 2011
The Guardian Life Insurance Company of America November 2005 - May 2010
MetLife February 2004 - November 2005
Plesser Holland Associates 2000 - 2002
Ken Sunshine Consultants 1999 - 2000
Simon & Schuster 1996 - 1999
Skills
Corporate Communications, Marketing Communications, Public Relations, Strategy, Social Media, Marketing, Marketing Strategy, Crisis Communications, Leadership, Brand Development, Event Planning, Program Management, Creative Direction, Vendor Management, Interviews, Speech Writing, Budgets, Publishing, Project Planning, Product Development, Media Relations, Strategic Communications, Research, Publicity, Management, Writing
Education
Binghamton University - School of Management 1991 — 1995
BS, Finance
59
59
Alice Nebeling January 2013 - Present
ADP June 2012 - August 2012
Unemployed looking for work August 2011 - December 2011
Colonial Life April 2009 - December 2009
Fairview Insurance June 2007 - April 2009
Alice Nebeling 2005 - 2006
PPI/Guardian Life Insurance 2003 - 2003
The Guardian Life Insurance Company of America 1996 - 1998
Skills
Employee Benefits, Claims, Disability Insurance, Health, Benefits, Group Benefits, Licensing, Dental, Brokers, Term Life Insurance, Customer Service, Healthcare, Account Management, Excel, Proposal Writing, Dentistry, Claim, Microsoft Excel, Open Enrollment, Health Savings Accounts, Sales, Health Insurance, Long-term Care, Retirement, Medicare, COBRA, Workers Compensation, Underwriting, Critical Illness, Commercial Insurance, Insurance, Managed Care, Claims Management, Fixed Annuities, Life Insurance, Property & Casualty..., Accident, Group Insurance, 401k, Group Medical, Self-funded, Health Care Reform, HMO, Professional Liability, Benefits Administration, Legal Liability, General Insurance, Insurance Brokerage, Medicare Part D, Umbrella Insurance
Education
Bergen Community College 1988 — 1989
Marketing some college, Marketing didn't complete college
Bergen Community College 1988 — 1989
Marketing
Teaneck High 1980 — 1983
Computers Science
Teaneck High? 1980 — 1983
Dipomla
The Guardian Life Insurance Company of America August 2012 - Present
Skills
Microsoft Office, Data Analysis, Business Analysis, SQL, Microsoft Excel
Education
Bloomsburg University of Pennsylvania 2010 — 2011
Masters in Education, Business Education
Penn State University
Bachelor of Science, Quantitative Business Analysis
MassMutual Financial Group July 2013 - Present
National Financial Network January 2009 - March 2013
The Guardian Life Insurance Company of America January 2009 - March 2013
Skills
Retirement Planning, Disability Insurance, Retirement, Insurance, Fixed Annuities, Long-term Care, Whole Life, Sales, Long Term Care Insurance, Life Insurance, Estate Planning, Wealth Accumulation, Term Life Insurance, Universal Life, Financial Services, Wealth
Education
Yeshiva of Nitra Rabbinical College 2002 — 2007
Guardian Life July 2014 - Present
The Guardian Life Insurance Company of America February 2011 - July 2014
Accenture August 2010 - December 2010
Continental Airlines May 2010 - August 2010
Dept of Disabilities & Human Development, UIC January 2010 - May 2010
Infosys July 2006 - July 2009
Skills
Microsoft SQL Server, ASP.NET, .NET, SSRS, SSIS, C#, Visual Studio, XML, T-SQL, SQL, IIS, Oracle, Databases, JavaScript, Visual Basic, Visio, SDLC, Data Modeling, ADO.NET, Business Intelligence, Data Warehousing, Database Design, Requirements Gathering
Education
University of Illinois at Chicago 2009 — 2010
Masters, Management of Information Systems
Anna University 2002 — 2006
B.E, Mechanical Engineering
The Guardian Life Insurance Company of America 2012 - Present
YNot! Cr8-A-Sound (YNot!., Inc.) February 2010 - Present
YNot! IT Solutions August 2009 - Present
Micro Center Computers & Electronics May 2011 - September 2011
Open Hand Atlanta October 2008 - November 2009
FACAA (Fulton Atlanta Community Action Authority) January 2004 - December 2005
Skills
Troubleshooting, Windows Server, Windows 7, Active Directory, XP, Network Administration, Networking, Security, Servers, Computer Hardware, Laptops, Technical Support, Wireless Networking, Software Installation, Hardware, Access, Printers, Information Technology, Databases, Blackberry, Training, Help Desk Support, IT Operations, Blackberry Enterprise..., Disaster Recovery, Windows XP, SharePoint, Visio, IT Management
Education
Albany State University 2003 — 2008
B.S., Computer Science (Business)
Sun Life Financial January 2015 - Present
IBM Canada June 2014 - December 2014
Scotiabank February 2014 - June 2014
Shoppers Drug Mart January 2013 - January 2014
Manulife Financial February 2011 - December 2012
eHealth Ontario ( Smart Systems for Health Agency) May 2006 - February 2011
NTS WEB - Content and Financial Solutions May 2005 - May 2006
RBC October 2004 - May 2005
Genworth Financial January 2004 - October 2004
The Guardian Life Insurance Company of America May 2003 - December 2003
Skills
PMO, Business Requirements, Requirements Analysis, SDLC, PMP, Software Project..., Project Portfolio..., Visio, ITIL, Vendor Management, Business Process..., Business Analysis, Testing, Quality Assurance, Software Documentation, Analysis, Databases, Project Management, Requirements Gathering, Management
Education
Asian Institute of Technology 1998 — 2000
Master of Science (M.Sc.), Information Mgmt & Computer Science
Asian Institute of Technology 1998 — 2000
Master's degree, Information Technology
HSBC FUND SERVICES 2005 - Present
Citigroup November 1994 - May 2005
The Guardian Life Insurance Company of America September 1986 - October 1994
Skills
Hedge Funds, Fund Administration, Fund Of Funds, Fund Accounting, Mutual Funds, Team Leadership, Bloomberg, Derivatives, Equities, Alternative Investments, Securities, Financial Reporting
Education
City University of New York-Baruch College 1986 — 1991
Bachelors, Accounting
General Reinsurance Life Corporation May 2008 - January 2014
Lehman Brothers May 2006 - March 2008
The Guardian Life Insurance Company of America August 1985 - April 2006
Swiss Re 1976 - 1983
Skills
Financial Analysis, Pricing, Life Insurance, Risk Management, Reinsurance, Mergers & Acquisitions, Financial Services, Investments, Underwriting, Valuation, Insurance, Business Strategy, Due Diligence, Actuarial Science, Financial Modeling, Financial Risk, Portfolio Management, Enterprise Risk..., Strategic Financial..., Executive Management, Capital Markets
Education
Binghamton University 1972 — 1976
BA, Physics, Math
Nippon Life Benefits July 2015 - Present
Nippon Life Benefits November 1999 - Present
The Guardian Life Insurance Company of America October 1989 - November 1999
Skills
Health Insurance, Employee Benefits, Insurance, Valuation, Actuarial Science, Life Insurance, Loss Reserving, Group Insurance, Term Life Insurance, Health Care Reform, Investments, 401k, Strategic Financial..., SQL, Actuarial, Compliance, Health, Reserving
Education
Baruch College, City University of New York (CUNY) 1987 — 1991
Bachelor of Arts, Magna Cum Laude, Actuarial Science
The Guardian Life Insurance Company of America August 2006 - Present
Independant Life Insurance Broker August 2004 - August 2006
National Life Group June 2001 - July 2004
AIG June 1999 - June 2001
Northwestern Mutual May 1987 - May 1999
Education
State University of New York at Binghamton 1972 — 1974
BA, Political Science and Government
The Guardian Life Insurance Company of America 2008 - 2010
The Guardian Life Insurance Company of America 2006 - 2008
Genworth Financial 2004 - 2006
GE Insurance 2002 - 2004
GE Capital 1998 - 2002
GE Capital 1997 - 1998
GE Capital 1994 - 1997
Mutual of New York 1991 - 1994
Mutual of New York 1988 - 1991
Goldman Sachs 1987 - 1988
Skills
Strategy, Risk Management, Business Development, Program Management, Insurance, Executive Management, Product Development, Leadership, Mergers & Acquisitions, Strategic Planning, Start-ups, Operations Management, Financial Services, Mergers, Business Strategy, Management Consulting, Investments, Management, Employee Benefits, Finance, Sales, Financial Risk, Training, Life Insurance, Restructuring, Acquisition Integration
Education
Harvard Business School 1980 — 1982
MBA
Amherst College 1976 — 1980
BA, Physics
The Guardian Life Insurance Company of America April 1990 - Present
The Guardian Life Insurance Company of America 1990 - 2011
The Guardian Life Insurance Company of America 1990 - 2011
Skills
Lotus Notes, Visio, Team Leadership, Security, Business Continuity..., Process Improvement, Insurance, Customer Service, Business Continuity, Vendor Management, Management, Employee Benefits, Outlook, Business Process..., PeopleSoft, Access, Software Documentation, Life Insurance, Microsoft Office, Risk Management
Education
Barnard College 1974 — 1978
BA, Chemistry
Christopher Columbus High School Valedictorian 1972 — 1974
Crestmark Bank January 2015 - Present
Crestmark Bank August 2014 - Present
Crestmark Bank August 2012 - August 2014
The Guardian Life Insurance Company of America August 2010 - June 2012
Skills
Group Benefits, Employee Benefits, Finance, Risk Management, Financial Analysis, Financial Risk, Credit, Financial Modeling, Commercial Lending, Banking, Credit Analysis, Financial Services, Loans
Education
University of Michigan 2007 — 2010
Bachelor of Science, Economics
Albion College 2006 — 2007
Economics & Management
Capitas Financial February 2003 - Present
The Guardian Life Insurance Company of America 1998 - 2003
Education
Ball State University 1989 — 1994
Insurance
BAYADA Home Health Care October 2012 - Present
Merion Matters - Parent Company of ADVANCE Healthcare Network May 2012 - July 2012
Guardian Life May 2011 - April 2012
The Guardian Life Insurance Company of America March 2010 - May 2011
Lehigh Valley IronPigs October 2008 - January 2010
Boys and Girls Clubs of America June 2008 - August 2008
Skills
Management, Training, Customer Service, Insurance
Education
Bloomsburg University of Pennsylvania 2004 — 2008
Bachelor of Arts, Communications
NYL Systems EngineerNew York Life Insurance CompanyFebruary 1990 - July 2012
Goldman Sachs 1985 - 1989
The Guardian Life Insurance Company of America 1984 - 1985
Price Waterhouse Management Consultants 1982 - 1984
Skills
Visio, Microsoft SQL Server, Business Analysis, Analysis, IT Management, Lotus Notes, ITIL, SDLC, Disaster Recovery, Requirements Analysis, Process Improvement, Troubleshooting, Windows Server, Databases, VMware, SQL, SharePoint, Vendor Management, Active Directory, Citrix, Enterprise Architecture, Data Center, Crystal Reports, Software Documentation, IT Strategy, Oracle, Integration, Access, System Administration, Project Management
Education
Baruch College 1980 — 1982
MBA
Boston University 1970 — 1974
BA, Biology
The Guardian Life Insurance Company of America 2010 - Present
National Securities 2007 - 2010
Skills
Series 7, Series 63, Financial Analysis, Investments, Mutual Funds, Portfolio Management
Education
Baruch College 2006 — 2010
BA, Finance and Mathematics
University of National and World Economy 1999 — 2003
Finance, General
The Guardian Life Insurance Company of America July 2011 - November 2011
Shorefront YM-YWHA of Brighton/Manhattan Beach July 2010 - August 2010
Education
City University of New York-Baruch College 2013 — 2017
Financial Mathematics
Stuyvesant High School 2009 — 2013
The Guardian Life Insurance Company of America May 2012 - Present
Guardian Life 2012 - Present
FFTW October 1990 - April 2012
Education
Duke University 1980 — 1984
Master of Arts (M.A.), Economics
Alma College 1976 — 1980
Bachelor of Arts (B.A.), Economics
Ernst & Young January 2013 - Present
DTCC November 2011 - September 2012
The Guardian Life Insurance Company of America August 2011 - November 2011
Park IP Translations June 2011 - August 2011
Skills
Access, Microsoft Excel, Microsoft Office, Risk Management, Vendor Risk, Business Analysis, Data Analysis, Financial Analysis, VBA, Vendor Management, Regulatory Compliance, Asset Management, Business Transformation
Education
City University of New York-Baruch College 2010 — 2012
Bachelor of Business Administration, Computer Information Systems
Kingsborough Community College 2008 — 2009
RSA Medical 2009 - 2012
J.P. Morgan 1999 - 2012
The Guardian Life Insurance Company of America September 1999 - March 2009
UnitedHealthcare April 1987 - June 1999
Skills
Insurance Claims, Sales Support, Customer Service
Education
Aurora University 1987 — 1995
Bachelor's degree, Computer Science, 2.96
Telerx January 2013 - May 2013
Friendly Food Mart July 2012 - May 2013
The Guardian Life Insurance Company of America October 2012 - December 2012
Walmart 2011 - 2012
Toys R Us October 2011 - November 2011
Skills
Microsoft Office, Customer Service, PowerPoint, Retail, Ubuntu, Windows, Cash Register
Education
Bloomsburg University of Pennsylvania 2007 — 2011
Bachelor's degree, Marketing
Alvarez & Marsal September 2012 - Present
Coler Goldwater Speciality Hospital & Nursing Facility December 2011 - September 2012
The Guardian Life Insurance Company of America April 2007 - July 2009
New York Life Insurance Company April 2006 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Human Resources, PowerPoint, Employee Relations, Access, Outlook
Education
Baruch College 2009 — 2013
Bachelor of Science (B.S.), Industrial and Organizational Psychology
George Gershwin
The Guardian Life Insurance Company of America February 2002 - Present
KPMG LLC January 2001 - February 2002
Skills
SDLC, Solution Architecture, Enterprise Architecture, Strategy, Software Project..., SOA
Education
New Jersey Institute of Technology 1997 — 1999
MS Computer Science, Computer Science
Bharathiar University 1992 — 1996
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Commonwealth of Massachusetts 2009 - Present
The Guardian Life Insurance Company of America December 1986 - April 2009
Education
Bay Path College
Associate of Science (A.S.)
The Guardian Life Insurance Company of America February 2013 - Present
Sodexo June 2012 - Present
Coplay-Whitehall Sewer Authority May 2009 - January 2012
Sodexo June 2006 - May 2009
Education
Bloomsburg University of Pennsylvania 2008 — 2012
B.S.B.A., Business Administration and Management, General
Bechtel Corporation January 1982 - Present
GE Ordnance April 1980 - October 1981
The Guardian Life Insurance Company of America April 1977 - April 1980
Skills
Microsoft Word, Microsoft Excel, PowerPoint
Education
Berkshire Community College 1975 — 1977
Associate of Science (A.S.), Business Administration and Management, General
Eagleton School September 2013 - Present
The Guardian Life Insurance Company of America July 2012 - August 2013
Crane & Company November 2010 - June 2012
Skills
Microsoft Office, Sales, Leadership, Insurance, Process Improvement, Finance, Public Speaking
Education
Mildred Elley 2000 — 2001
Office Administration
Berkshire Community College 1976 — 1977
Princeton Information January 2007 - Present
The Guardian Life Insurance Company of America 1992 - 2007
Skills
Certainly Not the PC
Education
Baruch College 1970 — 1975
Master of Business Administration (MBA), Computer Science
Brooklyn College 1959 — 1963
BS