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
Runbook November 2014 - Present
Professional Distinction January 2011 - Present
Mutual of America January 2012 - April 2013
Transamerica Life Insurance Company October 2008 - January 2011
Ameriprise Financial January 2007 - October 2008
The Guardian Life Insurance Company of America October 2004 - January 2007
Putnam Investments August 2002 - October 2004
Skills
Series 7, Series 63, Retirement Plan..., Annuities, Life, Accident, Health,..., Financial Planning, Wholesaling, Business Management, Marketing Strategy, Direct Sales, Mutual Funds, Retirement Income..., Sales Presentations, Business Consulting, Group Retirement Plans, Series 6, 401k, 403 b, Retirement, Fixed Annuities, Insurance, Retirement Planning, Strategic Financial..., Financial Services, Financial Advisory, Variable Annuities, Business Development, Investments, Leadership, Sales, Marketing, Sales Management, Training, Life Insurance, Management, Finance, CRM, Strategy, Consulting, Employee Benefits, Wealth Management, Business Strategy, Customer Service, Solution Selling, Professional Services, Relationship Management, Asset Management
Education
University of Massachusetts Dartmouth
Bachelors of Science, Business Management- Marketing
Coyote Logistics April 2012 - Present
The Guardian Life Insurance Company of America January 2010 - April 2012
Hoffman Construction June 2004 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing
Education
University of Oregon 2004 — 2008
Bachelor of Arts (B.A.), Economics
Lakeridge High School 2000 — 2004
Mashery, an Intel Company April 2015 - Present
Intel Services November 2014 - Present
Mashery, an Intel company April 2014 - March 2015
Mashery June 2012 - April 2014
Charles River Apparel February 2010 - June 2012
Brockton Rox January 2008 - October 2009
The Guardian Life Insurance Company of America 2007 - 2007
Skills
Social Networking, Customer Service, Microsoft Excel, Microsoft Office, Salesforce.com, Marketing Strategy, SaaS, Cold Calling, PowerPoint, Apparel, Key Account Management, APIs, Sales, Marketing, Management, Contract Negotiation, Lead Generation, Account Management, Business Development, Direct Sales, Networking, Solution Selling, Team Leadership, Potatoes, Wisdom Teeth, Nuclear Physics
Education
University of Hartford 2003 — 2007
Bachelors of Arts, Psychology, Philosophy, English
Boston College High School 1999 — 2003
Amazon June 2014 - Present
Servco Pacific Insurance October 2013 - May 2014
The Guardian Life Insurance Company of America January 2012 - October 2013
Kibble & Prentice October 2008 - December 2011
HL2 May 2007 - October 2008
Ivey Imaging March 2005 - May 2007
Skills
Employee Benefits, Onboarding, Human Resources, New Hire Orientations, Employee Relations, Benefits Administration, Recruiting, Training, Organizational..., Enrollments, Personnel Management, Deferred Compensation, Leadership Development, Dental Insurance, Interviews, Manage Client..., Disability Insurance, Customer Service, Insurance, Life Insurance, Renewal Retention, Program Management, Health Savings Accounts, FMLA, COBRA, Open Enrollment, 401k, Policy
Education
University of Idaho 2001 — 2003
B.S. Management and Human Resources, Business
American Family Insurance August 2014 - Present
Farmers Insurance January 2008 - August 2014
FedEx June 2007 - June 2008
The Guardian Life Insurance Company of America May 2006 - August 2006
Skills
Risk Assessment, Project Management, Account Management, Project Coordination, Supervisory Experience, Customer Service, Time Management, Multi Tasking, Marketing, Client Development, Manage Client..., Leadership, Team Leadership, Operations Management, Health Insurance, Property & Casualty..., Insurance, Commercial Insurance, General Insurance, Life Insurance, Goal Oriented, Information Technology, Computer Technology, IT Operations, Microsoft Office, CRM, Strategic Planning, Social Media, Program Management, Sales
Education
University of Missouri-Kansas City 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
The Guardian Life Insurance Company of America March 2013 - Present
The Guardian Life Insurance Company of America July 2010 - March 2013
Humana June 2009 - April 2010
Humana April 2005 - June 2009
Skills
Employee Benefits, SDLC, User Acceptance Testing, Insurance, Lotus Notes, Business Analysis, Software Documentation, Visio, Process Improvement, Requirements Analysis, Call Centers, Requirements Gathering, Business Requirements, Vendor Management, System Testing, PeopleSoft, Health Insurance, Performance Management, SharePoint, Quality Center, Business Process..., Siebel
Education
Fox Valley Technical College 2009 — 2012
Associate's degree, Human Resources Management
University of Phoenix
United Health Group April 2015 - Present
MultiPlan 2010 - April 2013
Network Health 2009 - 2010
The Guardian Life Insurance Company of America October 1986 - June 2009
Skills
Insurance, Claim, Employee Benefits, HIPAA, Access, Medical Billing, Analysis, Invoicing, Underwriting, Policy, Customer Service, Time Management, Microsoft Excel, PowerPoint, Lotus Notes, Claim Investigation, Medicare, Provider Relations, Healthcare, Health Insurance, Claims Resolution, ICD-9, CPT, Claims Management, Medical Terminology, Claims Handling, Benefits Administration, Medical Records, Troubleshooting, Healthcare Industry, HMO, Outlook, Medicaid, Medical Coding
Education
University of Phoenix 2013 — 2014
Bachelor's Degree, Health/Health Care Administration/Management, 3.59
University of Phoenix 2009 — 2011
Associate's degree, Business Administration in Health Care
Prudential Financial 2014 - Present
The Guardian Life Insurance Company of America 2013 - 2014
MetLife 2010 - 2012
MetLife 2005 - 2010
MetLife 2004 - 2005
MetLife 2001 - 2004
MetLife 1997 - 2001
MetLife 1995 - 1997
MetLife 1989 - 1995
MetLife 1988 - 1989
Skills
Disability Insurance, Fixed Annuities, Insurance, Employee Benefits, Property & Casualty..., Underwriting, Health Insurance, Retirement, Life Insurance, Brokers, Term Life Insurance, Long-term Care, Health Savings Accounts, Retirement Planning, Financial Services, Series 6, Benefits Administration, Series 63, Long Term Care Insurance, Mutual Funds, Pensions, General Insurance, Strategic Financial..., Whole Life, 401k, Claim, Group Insurance, Defined Benefit, Series 7, Relationship Management, Reinsurance, Wealth Management, Accident, ERISA, Estate Planning, Securities, Investments, Universal Life, Actuarial Science, Financial Risk, Life & Health Insurance..., Commercial Insurance, Workers Compensation, Insurance Brokerage, Risk Management, Claims Management, Health Care Reform, Alternative Investments, Financial Planning
Education
University of Iowa 1981 — 1985
Bachelor of Business Administration (BBA), Finance
EPG, LLC January 2011 - Present
Merrill Lynch October 1999 - August 2003
The Guardian Life Insurance Company of America June 1998 - September 1999
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., 401k, Equities, Financial Advisory, Retirement, Life Insurance, Investment Management, Bloomberg, Fixed Income, Stocks, Investments, Securities, Asset Management, Equity Trading, Hedge Funds, Insurance, Investment Advisory, Capital Markets, Financial Services, Personal Finance, Mutual Funds, Asset Allocation, Options, Wealth Management, Trading, Equity Research, Bonds
Education
University of New Orleans 1988 — 1992
Bachelor of Arts (B.A.), English & History
Masterworks Fiscal Advisors, LLC August 2011 - Present
Cadaret Grant July 1987 - Present
Stonebridge Capital Management November 1992 - July 2011
The Guardian Life Insurance Company of America 1987 - 1992
Massachuttets Life Insurance Co. 1983 - 1987
CIGNA (Connecticut General) 1981 - 1983
Education
Millersville University of Pennsylvania 1973 — 1975
Bachelor of Science (BS), Trade and Industrial Teacher Education
University of Pittsburgh 1966 — 1967
No degree, Liberal Arts and Sciences/Liberal Studies
Devine Planning, LLC October 2008 - Present
The Guardian Life Insurance Company of America April 2000 - September 2008
Skills
Financial Planning, Series 24,7,65,63, Mutual Funds, Fixed Annuities, Retirement Planning, Investments, Insurance, Life Insurance, Financial Services, Variable Annuities, Series 7, Series 63
Education
College of Financial Planning 1984 — 1986
CFP®
University of Kentucky 1972 — 1976
Business Administration, Business
Chaos Frolic January 2015 - Present
griddig May 2014 - September 2014
The Guardian Life Insurance Company of America February 2012 - April 2014
Reliance Standard June 2008 - February 2012
Hamlin & Associates November 2005 - May 2008
Skills
Unity3D, Scrum, Github, Wireframes, User Experience, Graphic Design, HTML5, Adobe Creative Suite, Typography, Sketch, Account Management, Creative Writing, CSS, SQLite, Google Analytics, Process Improvement, Sharepoint, Technical Writing, Salesforce.com, Agile Development, Email Marketing, SourceTree, Microsoft Office Suite, Asana, Trello, Twitter Bootstrap, Bitbucket
Education
University of San Francisco 2013 — 2015
Bachelor’s Degree, Management
The Masters Group April 2014 - February 2015
Havensure LLC March 2003 - March 2004
Woodruff-Sawyer & Co. October 1988 - March 2003
Phoenix Mutual Life Insurance Company 1982 - 1988
The Guardian Life Insurance Company of America 1979 - 1982
Skills
Leadership Development, Research, Public Speaking, Health Insurance, Business Strategy, Insurance, Leadership, Team Building, Employee Benefits, Project Management, Research Projects, Psychology, Organization Skills, Personal Development, Account Management, Community Outreach, Performance Management, Process Improvement, Executive Coaching, Management Consulting, Management, Organizational..., Change Management, New Business Development, Health Savings Accounts
Education
Sofia University (Previously Institute of Transpersonal Psychology) 2006 — 2012
Doctor of Philosophy (Ph.D.), Transpersonal Psychology, Spirituality, and Consciousness
University of Oregon 1977 — 1979
Bachelor of Science (B.S.), Political Science and Ethnic Studies
Self-Management Institute (SMI)
Organizational Self Management
Timeless Earth Wisdom 2010 — 2012
Two-year training, Self-knowledge through Earth Wisdom
Heartland Circle 2005 — 2006
Certificate, Art of Convening
AVI-SPL September 2013 - 2014
The Guardian Life Insurance Company of America June 2009 - March 2012
Skills
Broadcast, Television, Music Industry, Entertainment, Social Networking, Social Media, Digital Media, Content Strategy
Education
University of Maryland College Park 2004 — 2008
Communications
Magruder High School 2000 — 2004
Engle Martin & Associates September 2013 - Present
The Guardian Life Insurance Company of America January 2013 - September 2013
Kraft Foods October 2008 - September 2012
Kraft Foods August 2007 - October 2008
Crop Enegy LLC. May 2006 - October 2006
Skills
Key Account Development, Sales, Strategic Financial..., Life Insurance, Disability Insurance, Loss Adjusting, Property Damage, Claims Investigations, Property Claims, Business Interruption...
Education
University of North Carolina at Wilmington 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Trinity Solar December 2013 - Present
Sigma Beta Alumni Association September 2013 - Present
The Guardian Life Insurance Company of America February 2013 - November 2013
Mac Tools July 2011 - August 2012
Mac Tools July 2009 - July 2011
Mitchell1 July 2008 - July 2009
Matco Tools October 2006 - June 2008
Matco Tools October 2003 - October 2006
Bridgewater Sports Arena May 1992 - December 1994
Skills
Account Management, Cold Calling, B2B, Customer Service, Sales Process, Sales Operations, Public Speaking, Leadership, Operations Management, Management, Budgets, Trade Shows, Start-ups, Time Management, Performance Management, Forecasting, Inventory Management, Business Development, Product Marketing, Selling, Profit, Team Leadership, Leadership Development, Key Account Management, Recruiting, Lead Generation, Income Statement, Merchandising, Project Planning, Pricing, Business Planning, Product Management, Employee Training, Selling Skills, Market Research, Networking, Sales Presentations, P&L Management, P&L, Competitive Analysis, Sales
Education
University of New Hampshire 1976 — 1980
B.S., Communication
Milford High School 1972 — 1976
National Life Group July 2012 - Present
Vital Financial Group July 2012 - Present
MassMutual January 2009 - June 2012
The Guardian Life Insurance Company of America January 2005 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Fixed Annuities, Sales, Life Insurance, Finance
Education
University of New Haven 1988 — 1992
Bachelor of Business Administration (BBA)
Bilingue Padre Rufo 1985 — 1988
The Guardian Life Insurance Company of America September 2009 - Present
Sun Life Financial June 2006 - September 2009
Skills
Life Insurance, Disability Insurance, Term Life Insurance, Health Insurance, Sales, Employee Benefits, Brokers, Insurance, Underwriting, Group Insurance, Long-term Care, Voluntary Employee..., Critical Illness
Education
UNC Chapel Hill 2002 — 2006
Bachelor of Business Administration (B.B.A.)
UNC Kenan-Flagler Business School
The Guardian Life Insurance Company of America December 2012 - Present
Axis Capital November 2010 - December 2012
Link Consulting Group 2010 - 2010
Hub International 2010 - 2010
Marsh 2007 - 2009
Aetna 2003 - 2007
The Hartford 1997 - 2003
UnitedHealthcare 1990 - 1997
Skills
New Business Development, Pricing Negotiation, Underwriting, Product Development, Sales Management, Team Leadership, Business Strategy, Account Management, Leadership Development, Healthcare, Financial Institutions, Credit Unions, Insurance, Brokers, Strategic Planning, Marketing Strategy, Risk Management, Negotiation, Product Management, Start-ups, Health Insurance, Business Planning, Strategy, Employee Benefits, Leadership, Marketing, Business Development, Management, Executive Management, Disability Insurance
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Economics
The Guardian Life Insurance Company of America 2013 - Present
Credit Suisse 2000 - 2011
NHL 1997 - 2000
Seer Technologies 1994 - 1997
EDS 1986 - 1994
Skills
Investment Banking, Risk Management, IT Business Management, IT Strategy, Strategic Planning, Program Management, Project Management, Project Portfolio..., PMO, Business Analysis, Quality Management, SDLC, Vendor Management, Outsourcing, IT Management, IT Financial Management, Governance, Resource Management, Leadership, PMP, Offshoring, Finance, Cost Transparency, Business Transformation
Education
University of Michigan
BBA, Business Administration
Stephens Inc. February 2013 - March 2015
The Guardian Life Insurance Company of America March 2012 - October 2012
Invesco, Ltd. July 2010 - March 2012
AXA Equitable / AXA Distributors, LLC March 2009 - February 2010
AXA Equitable / AXA Distributors, LLC June 2006 - February 2010
Skills
Series 7, Mutual Funds, Series 6, Annuities, Series 63, Retirement Planning, Retirement, Investments, Variable Annuities, Securities
Education
University of South Carolina - The Moore School of Business 2002 — 2006
BS in Business Administration, Finance and Marketing
Lincoln Financial Group August 2014 - Present
The Guardian Life Insurance Company of America July 2011 - February 2014
Allstate February 2009 - July 2011
Principal Financial Group December 2006 - June 2008
VECTOR MARKETING, CUTCO CUTLERY May 2002 - September 2002
Skills
Employee Benefits, Disability Insurance, Health Insurance, Insurance, Leadership, Marketing, Recruiting, Direct Sales, Life Insurance, Sales, Voluntary Employee..., Customer Retention, New Business Development, Property & Casualty..., Retirement, Human Resources, 401k, Customer Service, Accident, Brokers, COBRA, Term Life Insurance, Retirement Planning, Universal Life, Health Savings Accounts, Sales Management, Benefits Administration, Group Insurance, Long-term Care
Education
University of Houston 2001 — 2005
Bachelor of Science, Consumer Science and Merchandising
Aquinas High School 1997 — 2000
Regions Health Group January 2012 - Present
All About Insurance Group January 2007 - Present
The Guardian Life Insurance Company of America April 2010 - September 2011
The Guardian Life Insurance Company of America September 2010 - July 2011
Guardian Life Insurance Company Of America September 2010 - July 2011
American Cancer Society 2009 - 2010
AIG October 2007 - April 2009
Skills
Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Health Insurance, Retirement, Employee Benefits, Investments, 401k, Leadership, IRAs, Marketing, Sales, Medicare, CRM, New Business Development, Small Business, Customer Service
Education
University of South Florida 2004 — 2007
Bsuiness and Finance
Hillsborough Community College
University of Phoenix
Bachelors Degree, Business and Finance
The Guardian Life Insurance Company of America November 2011 - Present
Edson Group REALTORS at Godin Real Estate August 2001 - November 2011
Beremco, Inc. Property Management 2000 - November 2011
John Hancock December 1999 - August 2001
Allmerica Financial March 1993 - December 1999
Skills
Tableau, Insurance, Fixed Annuities, Disability Insurance, Investments, Strategic Planning, Life Insurance, Long-term Care, Retirement, Customer Service, Process Improvement, Strategic Financial..., Marketing Strategy, Retirement Planning, IRAs, Mutual Funds, Real Estate, Health Insurance, Public Speaking, Series 7, Estate Planning, Microsoft Excel, Access Control
Education
University of Massachusetts, Amherst 1991 — 1993
MBA
Williams College 1985 — 1989
BA, Psychology
Guardian Life June 2014 - Present
The Guardian Life Insurance Company of America September 2011 - June 2014
The Hanover Insurance Group August 2010 - September 2011
Perot Systems October 2007 - July 2010
Eden Management Services May 2007 - September 2007
Skills
Insurance, Underwriting, Life Insurance, Property & Casualty..., Process Improvement, Microsoft Office, Marketing, Access, Customer Service, Analysis, Employee Benefits, Financial Services, General Insurance, Investments, Microsoft Excel, Negotiation, Health Insurance, Disability Insurance, Claim, New Business Development, Public Speaking, Coaching, 401k, Salesforce.com, Portfolio Management, Strategic Financial..., Term Life Insurance, Microsoft Word, PowerPoint, Account Management, Time Management, Sales, Long-term Care, Mutual Funds, Workers Compensation, Credit, Relationship Management, Fixed Annuities, Retirement Planning, Risk Management, Finance, Financial Risk, Sales Operations
Education
University of Nebraska-Lincoln 2003 — 2007
B.A., History, Political Science, Spanish
The Americas Group Financial Services, LLC January 2014 - Present
University of Miami July 2011 - Present
Miami Dade College May 2011 - Present
The Guardian Life Insurance Company of America February 2012 - April 2014
Bet Shira Congregation February 2009 - January 2014
Entrepreneur Commons August 2011 - April 2013
RJ Reynolds September 1979 - August 2010
Warner Lambert Co. May 1972 - September 1979
Colegio Universitario de Caracas September 1975 - August 1979
Procter & Gamble February 1971 - May 1972
Skills
Strategy, Marketing Strategy, Entrepreneurship, Strategic Planning, Business Planning, Management Consulting, Management, Marketing, Spanish, Program Management, Public Speaking, Mergers, Advertising, Latin America, Emerging Markets
Education
University of Miami 1973 — 1974
MBA, Marketing
Colegio Americano
MassMutual Financial Group April 2015 - Present
HSBC Compliance April 2014 - Present
Innovest October 2013 - December 2013
Knowledgent Group July 2012 - June 2013
TIAA-CREF December 2011 - July 2012
The Guardian Life Insurance Company of America May 2011 - January 2012
JPMorgan Chase December 2009 - March 2011
JPMorgan Chase February 2008 - December 2009
TIAA-CREF 2006 - 2008
Merrill Lynch 2004 - 2005
Skills
SDLC, Business Analysis, Visio, Business Requirements, Requirements Gathering, Financial Services, User Acceptance Testing, Process Improvement, Business Process, Analysis, Project Management, Vendor Management, Databases, Quality Assurance, Data Warehousing, Testing, Software Documentation, Equities, Access, Requirements Analysis, PMO, Derivatives, SQL, MS Project, Integration, Software Project..., Risk Management, Gap Analysis, Banking, PowerPoint, Process Engineering, Corporate Actions, iGrafx
Education
University of Michigan 1979 — 1981
NA, General
Emek Hahula High School. Israel 1970 — 1974
High School Diploma
The Guardian Life Insurance Company of America November 1998 - August 2012
Skills
Quality Assurance, Customer Service, Microsoft Office, Process Improvement, Software Documentation
Education
University of Phoenix 2010 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Benefit Administrators June 2012 - Present
The Guardian Life Insurance Company of America December 2011 - June 2012
Cottingham & Butler October 2005 - December 2011
Cottingham & Butler November 2001 - October 2005
Self-Insured Services Company May 2001 - November 2001
Skills
Underwriting, Leadership, Marketing Strategy, Sales, Marketing, Customer Service, Sales Operations, Customer Satisfaction, Insurance, Brokers, Sales Management, Cold Calling, Coaching, Account Management, Customer Retention
Education
University of Iowa 1996 — 2000
BA, English
University of Iowa 1996 — 2000
Bachelor of Arts, English; Communications
The Guardian Life Insurance Company of America October 2009 - Present
Avantec Media July 2001 - September 2009
Pilot Media: The Virginian-Pilot, PilotOnline.com, Pilot Targeted Media June 1999 - June 2001
Skills
PHP, Dreamweaver, Multimedia, Adobe Creative Suite, Photoshop, Disability Insurance, Life Insurance, Term Life Insurance, Insurance, HTML, CSS, JavaScript, Social Media Marketing, Web Development, Web Project Management, Web Interface Design, User Interface Design, Mobile Internet, Adaptive Technology, User Experience Design, Interactive Media, Visual Media, Responsive Design, Front-end Design, Search Engine..., Graphic Design, Adobe Photoshop, User Experience, SEO, Customer Service, Public Speaking, Social Media, Marketing, Advertising, Strategic Planning, Marketing Strategy, Leadership, Training, Social Networking
Education
Virginia Wesleyan College
Bachelor of Arts (B.A.), Political Science and Government
University of Maryland University College
Associate of Arts (A.A.), Political Science and Government
Kempsville High School 1986 — 1989
High School
The Guardian Life Insurance Company of America February 2014 - Present
PNC Financial Services Group, Inc. October 2012 - December 2013
Fifth Third Securities October 2010 - October 2012
Fifth Third Bank October 2008 - October 2012
Rustic Oven September 2007 - August 2008
TruGreen Chemlawn March 2007 - August 2007
Gates Camp, Boys & Girls Club of Metro-Denver May 2006 - August 2006
Skills
Coaching, Relationship Management, Finance, Sales, Banking, Investments, Loans, Insurance, Consumer Lending, Financial Services, Cold Calling, Marketing, Strategy, Series 6, Series 63, Life Insurance, Life
Education
Colorado State University 2004 — 2006
Bachelor of Science (B.S.), Natural Resources Management and Policy
University of Illinois at Urbana-Champaign 2002 — 2004
Sport Management
B.O.C. Financial Services Located at: Bank of Canton March 1999 - Present
Fleet Bank August 1996 - March 1999
The Guardian Life Insurance Company of America January 1992 - July 1996
Skills
Retirement Income..., Wealth Accumulation..., Wealth Management...
Education
UMass Dartmouth 1985 — 1989
Bachelor of Science (BS), Finance, General
Xaverian Brothers High School 1982 — 1985
New York Life Insurance Company March 2014 - Present
The Guardian Life Insurance Company of America January 2012 - February 2014
Adcap Network Systems August 2009 - December 2010
ADX Technologies September 2004 - July 2009
Pfizer January 1995 - January 2001
Skills
Buy-sell Agreements, Business Planning, Succession Planning, Individual Pension Plans, Retirement Planning, Multi-generational..., Education Funding, Lifetime Income..., Finance, Business Insurance..., 401k Rollovers, IRA Rollovers, Asset Protection, Financial Services, Licensed in Long-Term..., 401(k) Rollovers, Education Funding..., Wealth Transfer..., Licensed Life Insurance...
Education
Florida International University 1990 — 1995
Master of Science, Management Information Systems
University of Miami - School of Business 1985 — 1989
Bachelor of Business Administration, Marketing
Paychex February 2015 - Present
Professionals Who Care, Inc. February 2012 - February 2015
The Guardian Life Insurance Company of America April 2009 - March 2012
Redhead Financial Group August 2008 - July 2009
Saddlebrook Resort 2005 - 2008
University of South Florida 2004 - 2006
Skills
Investments, Life Insurance, Financial Analysis, 401k, Strategic Financial..., Insurance, Sales, Disability Insurance, Mutual Funds, Marketing, Customer Service, Wealth Management, Retirement Planning, Fundraising, Finance, Series 7, Strategic Planning, Public Speaking, Marketing Strategy, Account Management, Event Planning, Microsoft Office, Social Media, Management
Education
University of South Florida 2005 — 2009
Bachelor of Arts (B.A.), International Finance
University of South Florida
Bachelor's degree, Accounting and Finance
The Guardian Life Insurance Company of America May 2013 - Present
Prudential Insurance June 1997 - April 2013
Prudential 1997 - 2009
CIGNA Group Insurance December 1995 - May 1996
Aetna Group Insurance June 1995 - May 1996
CIGNA Group Insurance October 1993 - November 1995
CIGNA Group Insurance May 1989 - October 1993
CIGNA Group Insurance January 1987 - May 1989
CIGNA Group Insurance May 1981 - January 1987
Skills
Employee Benefits, New Business Development, Sales, Management, Sales Operations, Leadership, Account Management, Marketing, Insurance, Recruiting, Underwriting, Disability Insurance, Health Insurance, Human Resources, Coaching, Group Insurance, Life Insurance
Education
University of Richmond 1985 — 1987
MBA, Business
University of Richmond 1984 — 1987
Masters, Business Administration
Virginia Polytechnic Institute and State University 1975 — 1980
B.S. degree, Marketing Management
Virginia Polytechnic Institute and State University - Pamplin College of Business 1975 — 1980
Business, Marketing
The Guardian Life Insurance Company of America June 2013 - Present
The Guardian Life Insurance Company of America July 2008 - June 2013
The Guardian Life Insurance Company of America July 2004 - July 2008
Skills
Retirement, Insurance, Mutual Funds, Financial Services, Public Speaking, Series 7, Series 63, Retirement Planning, Microsoft Office, Business Analysis, Management, 401k, Series 6, Fixed Annuities, Life Insurance
Education
University of Rochester 1990 — 1994
BA, Health & Society
Direct Capital Corporation August 2015 - Present
msg global solutions January 2015 - August 2015
BayernLB January 2013 - March 2015
msg global solutions September 2011 - January 2015
Catlin September 2011 - March 2013
The Guardian Life Insurance Company of America April 2011 - September 2012
BIT Solutions April 2011 - September 2011
BroadMap, LLC September 2009 - April 2011
CaymanLandInfo, Cayman Islands Government August 2006 - October 2009
Tele Atlas North America August 2004 - 2006
Skills
C#, .NET, Python, C/C++, CSS, JavaScript, jQuery, HTML, Oracle, Microsoft SQL Server, PostgreSQL, MySQL, PL/SQL, T-SQL, ADO.NET, ASP.NET MVC, AJAX, NHibernate, Entity Framework, WCF Services, REST, SOAP, SOA, Design Patterns, Visual Studio Team..., Trac, Subversion, VMware ESX, Castle Windsor, Spring, Moq, Rhino Mocks, TDD, DDD, GIS, Enterprise Architecture, Full SDLC, Web Development, ColdFusion, VB.NET, Enterprise Library, Windows, Unix, ESRI, Location Intelligence
Education
Utah State University 1999 — 2002
M.S. in Geography, GIS, Remote Sensing, Software Development, 3.96
University of New Hampshire 1992 — 1996
B.S. Wildlife Management, Wildlife Management, Environmental Policy
Cornerstone Financial Services January 2014 - Present
M&O Systems, Inc. August 2005 - September 2012
Park Avenue Securiities 1998 - 2003
The Guardian Life Insurance Company of America 1987 - 1998
Skills
Business Analysis, Business Intelligence, Business Process..., Software Implementation, Agile & Waterfall..., Implementation..., Project Plans, Social Security, Financial Planning, Annuity Sales, Life Insurance
Education
The Wharton School, University of Pennsylvania 1977 — 1979
Master of Business Administration (MBA), Decision Sciences
University of Michigan 1973 — 1977
Bachelor of Business Administration (BBA), Accounting
Shaker Heights High School
The Guardian Life Insurance Company of America February 2013 - Present
The Guardian Life Insurance Company of America July 2011 - January 2013
Aon Risk Solutions January 2011 - July 2011
Insurance Overload Staffing October 2010 - December 2010
CIGNA January 2010 - September 2010
CIGNA October 2005 - December 2009
CIGNA Group Insurance March 2002 - September 2005
Prudential Financial October 1999 - February 2002
Skills
Insurance, Underwriting, Life Insurance, Disability Insurance, Leadership, Claim, Property & Casualty..., Employee Benefits, Reinsurance, Health Insurance, Claims Management, Risk Management, New Business Development, Management, Brokers, Casualty, General Insurance, Training, Account Management, Change Management
Education
University of Pennsylvania 1984 — 1988
Amity High School
Financial Diversified Services,Inc. November 1977 - Present
Fredric E Goodman Company December 1974 - Present
Erwin W. Thies Insurance Agency 1989 - 1995
The Guardian Life Insurance Company of America 1983 - 1991
The Guardian Life Insurance Company of America 1974 - 1983
UMB Bank May 1973 - December 1974
Skills
Long-term Care, Retirement Planning, Group Insurance, Estate Planning, Fixed Annuities, Insurance, Strategic Financial..., Term Life Insurance, Small Business, Disability Insurance
Education
American College 1981 — 1983
ChFC, Financial Services
American College 1975 — 1977
CLU, Financial Services
University of Missouri-Kansas City School of Law 1970 — 1973
JD, Law
University of Missouri-Columbia 1968 — 1970
BA, Economics
Tulane University 1966 — 1968
Economics
New York Life Insurance Company May 2010 - Present
New York Life Insurance Company September 2007 - April 2010
Stein Financial Group, LLC June 2003 - August 2007
The Guardian Life Insurance Company of America November 1998 - August 2007
Guardian Life April 1990 - November 1998
Wolper, Ross and Company April 1981 - April 1990
National Life of Vermont February 1980 - April 1981
Volunteer State Life Insurance Company October 1977 - February 1980
Mutual Benefit Life Insurance Company August 1974 - October 1977
Education
University of Miami - School of Business 1971 — 1974
Bachelor of Business Administration (B.B.A.), Finance and Insurance
Valley Forge Military Academy & College 1970 — 1971
Governor Livingston Regional High School 1966 — 1970
High School, College/University Preparatory
EmblemHealth March 2014 - October 2014
The Guardian Life Insurance Company of America June 2010 - March 2014
Metropolitan Transportation Authority June 2008 - June 2010
Time Warner Inc. January 2008 - February 2008
Citigroup March 2004 - June 2007
Scholastic Inc February 2002 - June 2003
Merrill Lynch January 1994 - July 2001
Merrill Lynch 1985 - 2001
Skills
HRIS, Workday, HCM, Payroll, Benefits, Negotiation, Payroll, Change Management, Metrics, HR Policies, PeopleSoft, Vendor Management, Process Improvement, Strategic Planning, Program Management, Business Analysis, Customer Relations, Vendor Relations, Risk Management, Team Building, Problem Solving, Analysis, Customer Service, Outlook, Project Management, Business Process, Human Resources, Leadership, Training, Visio, SDLC, Deferred Compensation, Onboarding, Employee Benefits, Management, Integration, Personnel Management, Cross-functional Team..., ERP, Interviews, SaaS, Access
Education
University of Maryland College Park 1996 — 1998
BS, HR Administration and Management
New York University - Leonard N. Stern School of Business 1987 — 1995
N/A, HR Administration and Management
Guardian Life November 2013 - Present
Guardian Life Insurance Company of America June 2010 - November 2013
The Guardian Life Insurance Company of America November 2008 - May 2010
The Guardian Life Insurance Company of America June 2006 - October 2008
Satyam Computer Services Limited July 2003 - June 2006
Hinduja Group India Ltd. February 2001 - July 2003
Tata Motors June 1999 - October 1999
Godrej & Boyce Mfg. Co. Ltd. November 1995 - August 1997
Skills
Certified Project..., Program Management, Entrepreneurship, Process Improvement, Process Management, Team Management, Business Management, Small Business, IT Service Management, Service Management, Sales Support, Sales Management, ITIL, IT Strategy, Budget Management, Business Planning, Blogging, Blog Management, Blog Marketing, SEO, Education, Management Consulting, Technology Evangelism, Android, Infrastructure Projects, Vendor Management, Franchisee Management, Idea Generation, Time Management, Team Leadership, Learning, Teaching Skills, Writing, Community Relations, PMP, Lean Sigma, Kaizen, IT Governance, SDLC, Business Communications, Communications Planning, Strategic Planning, Project Planning, Process Engineering, Process Mapping, Financial Planning, Mathematics Education, Science Education, Managerial, Board Presentations
Education
University of Mumbai 1997 — 1999
Master of Management Studies, Marketing
University of Mumbai 1991 — 1995
Bachelor of Engineering, Production Engineering
The Guardian Life Insurance Company of America 2003 - Present
Skills
SDLC, Insurance, Fixed Annuities, Health Insurance, Life Insurance, Disability Insurance, Underwriting, Retirement Planning, Financial Services, Long-term Care, Claims Management, Universal Life, Retirement, 401k, Term Life Insurance, Employee Benefits, Wealth, Estate Planning
Education
University of Phoenix
J.P. Morgan Chase January 2014 - Present
Archdiocese of New York 2013 - 2013
Literacy Assistance Center 2012 - 2013
A.C. Advisory, Inc. 2011 - 2013
New York Life Insurance Company June 2006 - May 2011
GlobalWorks May 2005 - March 2006
The Guardian Life Insurance Company of America June 1999 - January 2005
LORD, ABBETT & COMPANY January 1997 - January 1999
New York Life Insurance Company December 1987 - January 1997
Skills
Marketing Communications, Bilingual Communications, Project Management, Financial Services..., Financial Services, Newsletters, Marketing, Advertising, Corporate Communications, Editing, Internal Communications, Marketing Management, Integrated Marketing, Marketing Strategy, Strategy
Education
University of Pennsylvania 1983 — 1987
Bachelor of Arts, Spanish; Spanish Literature
Guardian Life July 2013 - Present
Velocity Virtual Assistants August 2009 - Present
Love FellowshipTabernacle 1999 - Present
Hermès 2014 - 2015
Hermès 2014 - 2015
The Guardian Life Insurance Company of America September 2012 - July 2013
New York University November 2011 - September 2012
AXA Equitable May 2010 - October 2011
BlackRock November 2009 - March 2010
Spencer Stuart January 2006 - February 2009
Skills
Excel, PowerPoint, Word, Organizational..., Typing, Personal Shopping, Project Planning, Event Planning, Event Management, Company Secretarial, Administrative Support, Fast Learner, Scheduling, Travel Management, Multitasker, Photoshop, fast long hand, PeopleSoft, Lotus Notes, GERS, Financial Tracking..., Administrative..., Microsoft Word, Microsoft Excel, Human Resources, Process Scheduler, Training, Budgets, QuickBooks, Data Entry, Access, Management, Company Secretarial Work, Analysis, Fundraising, Project Management, Team Building, Administration, Office Management, Administrative...
Education
University of Phoenix 2008 — 2009
Stevenson High School 1982 — 1985
High School Diploma, Business Administration, Management and Operations
MetLife December 2011 - Present
The Guardian Life Insurance Company of America March 2009 - December 2011
SelectResources International August 2007 - February 2009
Saatchi & Saatchi Advertising June 2005 - August 2005
Skills
Insurance, Sales, Disability Insurance, Account Management, Employee Benefits, Customer Retention, Health Insurance
Education
University of Southern California 2003 — 2007
Bachelor of Arts (B.A.), Communication & Advertising
Scientific Brake & Equipment May 1995 - Present
The Guardian Life Insurance Company of America May 1988 - May 1995
Skills
Strategic Planning, Business Planning, Employee/Labor Relations, Employee Benefits, Team Leadership, Leadership, New Business Development, Industrial Relations, Fundraising, Financial Analysis, Sales Management, Entrepreneurship, Sales, Contract Negotiation, Start-ups, Team Building, Small Business, Executive Management, Customer Service, Budgets, Management
Education
University of Michigan 1982 — 1986
BA in Economics, Business
Frankenmuth High School 1978 — 1982
PwC June 2015 - August 2015
Pizza Studio July 2014 - September 2014
The Guardian Life Insurance Company of America May 2013 - September 2013
Skills
Business, Leadership, Time Management, Finance, Financial Services, Portfolio Management, Employee Benefits, Analysis, Teamwork, Marketing, Strategy, Management
Education
University of Southern California 2012 — 2016
jcpenney September 2014 - Present
LEVELTWO October 2013 - February 2014
The Guardian Life Insurance Company of America March 2011 - June 2013
Party City August 2010 - February 2011
Cold Stone Creamery February 2004 - June 2009
Skills
Advertising, Email Marketing, Copywriting, Social Media Marketing, Event Planning, Direct Marketing, Humor, Management, Marketing Communications, Computer Literate, Public Speaking, Managing Employees, Meeting Deadlines, Sticktoitiveness, Drive, Problem Solving, Storytelling, Photoshop, InDesign, Prezi, Polleverywhere, Mac, PC, Novels, Content Creation, Multi Tasking, Project Management, SEO copywriting
Education
University of North Texas
BA, Advertising, Marketing
Assurant Employee Benefits April 2013 - Present
The Guardian Life Insurance Company of America July 2010 - March 2013
Anton de Salas S.A. June 2009 - August 2009
University of Michigan Athletics September 2008 - December 2008
City of Ann Arbor Public Golf Course May 2007 - August 2008
Skills
Marketing, Leadership, Spanish, Sports, Sales, Teamwork, Disability Insurance, Sports Management, Life Insurance, Sponsorship, Insurance, Employee Benefits
Education
University of Michigan 2006 — 2010
Bachelor, Sport Management
WealthSpan Financial Group March 2013 - Present
Mutual of Omaha - Georgia Division Office April 2011 - March 2013
Mutual of Omaha May 2006 - April 2011
Mutual of Omaha April 2003 - April 2006
The Guardian Life Insurance Company of America October 2005 - February 2006
M&R Moving August 1999 - April 2003
Skills
Wealth Management..., Hiring Employees, 401k Rollovers, Series 7, Series 65, Series 24, Investments, Executive Benefit..., Retirement Savings, Retirement Planning, Charitable Gift Planning, Securities, Estate Planning, Wealth Management, Asset Allocation, Financial Planners, Strategic Financial..., Investment Advisory, Insurance, Training, Disability Insurance, Long-term Care, Health Insurance, Life Insurance, Employee Benefits, Fixed Annuities, Term Life Insurance, Public Speaking, College Recruiting, Entrepreneurship, Roth IRA, Wealth Accumulation, Recruiting, Team Building, Business Development, Consulting, Whole Life, Universal Life, Medicare, Financial Services, Financial Advisory, IRAs, Mutual Funds, Finance, Property, Small Business, Long Term Care Insurance, Brokers, Stocks, Leadership Development
Education
University of Maryland College Park 1999 — 2003
Pre-law Government and Politics
Queen Annes
UrPosse.com December 2011 - Present
Sun Life Financial 2008 - 2012
Lincoln Financial Group December 2005 - December 2008
The Guardian Life Insurance Company of America December 2001 - December 2005
Skills
Relationship Management, Mutual Funds, Series 63, Series 6, Series 7, Retirement Planning, Life Insurance, 401k, Leadership, Insurance, Variable Annuities, Wealth Management, Presenter, Public Speaking, Sales Management, ETFs, Retirement, Securities, Drinking Water, Fire Breathing, Branding & Identity, Social Media Marketing, Reward Systems
Education
University of Iowa 1990 — 1994
Bachelor of Science (BS), Accounting and Finance
JP Morgan Chase June 2009 - May 2011
HSBC Securities January 2008 - June 2009
The Guardian Life Insurance Company of America October 2006 - December 2007
Skills
Quality Center, Test Planning, User Acceptance Testing, SDLC, Regression Testing, Test Automation, QTP, Software Quality..., Manual Testing, Unix Shell Scripting, Testing, Requirements Analysis, Integration, Requirements Gathering, Quality Assurance, WinRunner, Scrum, Waterfall, Business Analysis, Bug Tracking, Black Box Testing, SQL, Oracle, HP QTP, LoadRunner, Analysis, Defect Tracking, Test Cases, System Testing, PL/SQL, Automation, Third Parties, Microsoft SQL Server, Business Requirements, C++
Education
Oxford University
BS, Finance
The Guardian Life Insurance Company of America April 2010 - Present
Citigroup February 2010 - April 2010
Crum & Forster June 2009 - January 2010
MetLife May 2006 - December 2008
MetLife September 2000 - May 2006
Prudential Financial Services January 1999 - September 2000
AIG Inc. January 1993 - January 1999
GlaxoSmithKline Poland 1990 - 1991
Education
University of Mumbai 1981 — 1984
M.Sc., Statistics & Operations Research
St. Francis De Assisi Montessori School (Plaridel, Bulacan) Inc. Philippines October 2013 - April 2015
BNY Mellon March 2008 - August 2013
The Guardian Life Insurance Company of America September 1996 - September 2007
Education
University of Santo Tomas 1975 — 1979
Bachelor's Degree, Accounting
Immaculata Academy of Malolos 1971 — 1975
High School
The Guardian Life Insurance Company of America 2008 - Present
The Peak Organization December 2007 - August 2008
Getronics February 2005 - December 2007
The Guardian Life Insurance Company of America January 2002 - February 2005
Skills
Troubleshooting, Disaster Recovery, Active Directory, Lotus Notes, Windows 7, IT Management, Visio, SharePoint, Information Technology, Security, IT Operations, ITIL, Technical Support, Vendor Management, Operating Systems, Windows, Windows Server, Process Improvement, IT Service Management, Data Center, DNS, Customer Service, Servers, Help Desk Support, Laptops, Computer Hardware, Infrastructure, System Deployment, VPN, Blackberry, Blackberry Enterprise..., VMware, Software Installation, Customer Relations, Problem Solving, Six Sigma, iPhone, Virtualization, Incident Management, System Administration, Citrix, Business Analysis, Databases, IT Strategy, Hardware, Networking, Microsoft Office, Network Administration, Network Security, Microsoft Exchange
Education
University of Pennsylvania 1993 — 1995
Poly Prep CDS
Borislow Insurance January 2014 - Present
The Guardian Life Insurance Company of America September 2011 - Present
Aetna June 2007 - November 2009
Tufts Health Plan December 2001 - April 2007
Bank of Boston 1991 - 1996
Skills
Health Insurance, Training, CRM, Marketing, Employee Benefits, Leadership, Managed Care, HIPAA, Team Building, Coaching, Claim, New Business Development, Healthcare Management, Sales Operations, Customer Retention, Sales, Strategic Planning, Health Policy, Account Management, Health Care Reform, Medicare, Sales Management, Customer Service, Insurance, Group Insurance, Healthcare, Vendor Management, Negotiation, Underwriting, Disability Insurance, Brokers, Health Savings Accounts, Selling, Salesforce.com
Education
University of Massachusetts, Amherst 1985 — 1988
business
The Guardian Life Insurance Company of America March 2013 - Present
Lincoln Financial Group December 2010 - October 2012
NRECA June 2006 - January 2010
NRECA August 2008 - June 2009
Integrated Disability Resources February 2004 - November 2005
Unum September 1996 - January 2004
Skills
Health Insurance, Risk Management, Process Improvement, Benefits Administration, Vendor Management, Performance Management, Customer Service, Change Management, Leadership, Claims Management, Coaching, Long-Term Disability, Disability Claims..., Disability Management, Disability Insurance, Employee Relations, Program Management, Strategy, Management, Organizational...
Education
University of Maine School of Law 1992 — 1995
JD Cum Laude, Law
University of Maine
Bachelor of Arts, Journalism
The Guardian Life Insurance Company of America 2006 - Present
United Health Care 2003 - 2006
The Guardian Life Insurance Company of America 1999 - 2003
First Commonwealth 1996 - 1999
Skills
Employee Benefits, Sales, Disability Insurance, Insurance, Health Insurance, Life Insurance, Brokers, Health Savings Accounts, Long-term Care, Term Life Insurance, Account Management, Strategic Planning, Benefits Administration
Education
University of Iowa
iGATE April 2012 - Present
The Guardian Life Insurance Company of America May 2010 - Present
Patni Computer Services March 2005 - March 2012
Guardian Life Insurance 2008 - 2009
Skills
Requirements Analysis, SDLC, Oracle, SOA, Requirements Gathering, Data Warehousing
Education
University of Mumbai
B.E Computers
The Guardian Life Insurance Company of America August 2013 - Present
Guardian Life January 1997 - August 2013
Manulife Financial January 1989 - December 1996
Prudential Insurance/Prudential Capital Corporation 1981 - 1989
Skills
Variable Life, Fixed Annuities, Variable Annuities, Insurance, Financial Services, Securities, Securities Regulation, Mutual Funds
Education
USC Gould School of Law
J.D., Law
University of Southern California
B.A., Speech Communication
MassMutual Financial Group Senior Vice President401k Advisors IntermountainJanuary 2014 - December 2014
The Guardian Life Insurance Company of America June 2012 - January 2014
The Standard March 2005 - June 2012
American Express Financial Advisors January 2000 - March 2005
Anaheim Ducks 2000 - 2000
Skills
Retirement, Retirement Services, Investments, ERISA, 401k, Employee Benefits, Pensions, Mutual Funds, Series 7, Retirement Plan..., Retirement Planning, Series 6, Series 63
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1997
BA, Finance
University of Oregon
Bachelor of Science (B.S.), Business Administration and Management, General
Life and Specialty Ventures, LLC September 2014 - Present
Humana December 2012 - August 2014
The Guardian Life Insurance Company of America November 2010 - October 2012
Principal Financial Group June 2006 - October 2010
AIG American General June 2005 - June 2006
Assurant Employee Benefits December 2001 - May 2005
Protective Life June 1987 - December 2001
Unum May 1983 - May 1987
Skills
Insurance, Health Insurance, Healthcare, Health Savings Accounts, HIPAA, Strategic Planning, Call Center, Health Care Reform, Account Management, Change Management, Sales Organization..., Voluntary Employee..., Team Building, Leadership, Sales, Management, Selling, Sales Management, Business Development, Negotiation, New Business Development, Contract Negotiation, Pricing, Strategy, Executive Management, Leadership Development, Sales Operations, Sales Process, Call Centers, Group Insurance
Education
University of South Florida - College of Business Administration 1979 — 1983
BA Marketing
Mercy Health System 2014 - Present
EVO Payment International 2013 - 2014
AIG December 2005 - 2013
UPS October 2004 - December 2005
The Guardian Life Insurance Company of America December 1999 - July 2004
Tech Data Corporation March 1998 - November 1999
PRUDENTIAL INSURANCE COMPANY August 1997 - March 1998
State Street Bank February 1995 - August 1997
MINNESOTA DEPARTMENT OF REVENUE January 1994 - January 1995
Skills
Servers, Microsoft SQL Server, Stored Procedures, Databases, SQL, Disaster Recovery, Windows Server, Oracle, ITIL, Shell Scripting, High Availability, Integration, Cluster, Enterprise Software, Sybase
Education
University of Minnesota-Twin Cities 1987 — 1991
NJIT
Master's degree, Information Technology
Signature Mortgage Group February 2012 - Present
First United Mortgage June 2008 - February 2012
Mann Mortgage Co. January 2005 - June 2008
Capital Mortgage Co. February 1997 - December 2004
The Guardian Life Insurance Company of America May 1986 - February 1997
Franks Branum and Co. June 1978 - May 1986
Skills
Problem Solving, Strategic Financial..., Investment Properties, Financial Analysis, Refinance, Tax, Portfolio Management, Accounting, Sales, Selling, Auditing, Negotiation, Leadership Development, Mortgage Lending, Customer Service, Real Estate, Loans, Residential Homes, Coaching, New Business Development, Marketing Strategy, FHA, Credit, Investors, Estate Planning, Mortgage Banking, Finance, CPA, Sales Management, Account Management, Entrepreneurship, Loan Origination, Residential Mortgages, USDA, First Time Home Buyers, FHA financing, Reverse Mortgages, Referrals, Government Loans, Real Estate Financing, VA loans, HUD, Foreclosures, Certified Mortgage..., Real Estate Economics, Real Estate Transactions, Construction Loans, Condos, Debt Consolidation, Relocation
Education
University of Missouri-Columbia 1975 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
The Guardian Life Insurance Company of America August 2011 - Present
American General Insurance/New York Life July 2006 - Present
BI-LO, LLC February 2002 - July 2006
Virtual Growth, Inc July 2001 - October 2001
Westinghouse Safety Management January 2000 - May 2001
Skills
Employee Benefits, Account Reconciliation, Insurance, Workers Compensation, Profit, Customer Service, Pricing, Sales, Retail, Benefits Administration, Inventory Management, Outlook, Spreadsheets, Data Entry, Fax, Financial Analysis, Life Insurance, PeopleSoft, Customer Satisfaction, Health Insurance, Marketing, Accounting, Leadership, Financial Reporting, Management, Microsoft Office
Education
University of South Carolina - The Moore School of Business 1995 — 1999
B.S., Finance
Sprint August 2013 - Present
Connect eLearning February 2009 - Present
DST Systems January 1999 - February 2009
The Guardian Life Insurance Company of America June 1997 - February 1999
Center School District August 1993 - June 1997
Boy Scouts of America 1989 - 1992
Skills
Instructional Design, E-learning Development, Articulate Storyline, Captivate, Lectora, Flash, Dreamweaver, Adobe Creative Suite, MS Office Suite, Instructional Technology, Instructional Writing, Soundbooth, Articulate Suite, Articulate Studio, Articulate Engage, Fireworks, Training, E-Learning, Blended Learning, Needs Analysis, Training Delivery, Distance Learning, Learning Management, Technical Writing, Software Documentation, Staff Development, Workshop Facilitation, Program Management, Leadership Development, Microsoft Office, Leadership
Education
Keller Graduate School
MBA, emphasis in Project Management
University of Missouri-Kansas City
MA, Special Education
Washington University in St. Louis
BA, Double major: Education & American History
Southwest High School (Kansas City, MO)
Bond Street Films September 2002 - Present
Guardian Life Insurance October 2008 - September 2010
The Guardian Life Insurance Company of America October 2008 - August 2010
Skills
Photography, Brochures, Posters, Creative Strategy, Video Editing, Motion Graphics, Videography, After Effects, Animation, Graphics, Copywriting, Online Marketing, Video, Banners, Screenwriting, Film, Film Production
Education
University of Southern California 1994 — 1996
M.F.A., Film Production
The Guardian Life Insurance Company of America June 2012 - Present
Assurant Employee Benefits 2008 - June 2012
AT&T Advertising & Publishing 2005 - 2008
Skills
Health Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Insurance, Brokers, Cold Calling, Sales Process, Group Insurance, Employee Benefits, Marketing, Accident, Critical Illness, Account Management, Sales, Sales Presentations, New Business Development, Sales Operations, Lead Generation, Long-term Care, Voluntary Employee..., Benefits Administration, COBRA, Group Medical, Underwriting
Education
University of North Carolina at Chapel Hill 2001 — 2005
Business Administration
Central Cabarrus High School 1997 — 2001
Emerson Reid March 2015 - Present
Gartner April 2014 - March 2015
The Guardian Life Insurance Company of America August 2011 - April 2014
CIGNA Group Insurance July 2009 - August 2011
Skills
Sales Presentations, Sales Process, New Business Development, Strategic Planning, Relationship Management, Account Management, Sales, Life Insurance, Disability Insurance, Employee Benefits, Underwriting, Health Insurance, Brokers, Health Savings Accounts, Term Life Insurance, Insurance, Salesforce.com, Long-term Care, Selling, Marketing, Business Development
Education
University of Hartford 2003 — 2006
Bachelor's Degree, Economics
SunAmerica Retirement Markets January 2015 - Present
The Guardian Life Insurance Company of America October 2012 - January 2015
The Guardian Life Insurance Company of America 2010 - October 2012
AXA Equitable April 2005 - May 2009
UBS January 2001 - April 2005
UBS January 1998 - December 2000
Skills
Fixed Annuities, Marketing Strategy, Marketing, Variable Annuities, Series 6, Creative Writing, Project Management, Life Insurance, Fixed Income Strategies, Annuity Sales, Creative Direction, IRAs, Insurance, Marketing Management, New Business Development, Product Development, Product Marketing, Program Management, Retirement, Sales, Strategic Planning
Education
University of Phoenix 2002 — 2007
Bachelor's degree, Business Administration
Guardian Analytics September 2014 - Present
Wells Fargo March 2013 - April 2014
AGLA September 2012 - March 2013
The Guardian Life Insurance Company of America August 2011 - July 2012
Atlas Capital Advisors LLC March 2011 - August 2011
Dryden, Margoles, Schimaneck & Wertz December 2006 - March 2011
Skills
Microsoft Excel, PowerPoint, Leadership, Account Management, Zoho, Microsoft Office, Microsoft Word, Finance, Insurance, Banking, Sales, Marketing, Business Development, Strategic Planning, Customer Service, Employee Benefits, Negotiation, Risk Management, Contract Negotiation, Salesforce.com, Event Planning, Data Analysis, Public Speaking, Series 63, Outlook, Social Media Marketing, Fundraising, Social Media
Education
University of San Francisco 2009 — 2010
BA, Politics
Solar Turbines October 2013 - Present
The Guardian Life Insurance Company of America January 2013 - September 2013
Bainbridge Capital June 2012 - September 2012
Global Equity Finance June 2012 - September 2012
University of San Diego: Undergraduate Admissions January 2012 - June 2012
University of San Diego: Undergraduate Admissions September 2009 - January 2012
Westgate Horizons Advisors May 2010 - September 2010
Skills
Microsoft Office, PowerPoint, Photoshop, Web Design, Access, HTML, Financial Analysis, Social Media, Microsoft Word, Microsoft Excel, QuickBooks, Excel, Word, Oracle Applications, Account Management, Morningstar, Accounting, Sales
Education
University of San Diego 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Business Administration, 3.75
The Guardian Life Insurance Company of America May 2012 - Present
John Hancock Financial Services February 2010 - August 2011
Merrill Lynch July 2007 - July 2010
ING Investment Management January 2004 - July 2007
Skills
Retirement Planning, 401k, Series 63, Sales, Account Management, Retirement, PowerPoint, Mutual Funds, Portfolio Management, Finance
Education
University of Illinois at Chicago
BS, Marketing & Management
RK Manufacturing Corp. 2007 - Present
Support Plus, LLC 1998 - 2007
The Guardian Life Insurance Company of America 1995 - 1998
Skills
Bookkeeping, Accounting, QuickBooks, Journal Entries, General Ledger, Account Reconciliation, Financial Reporting, Payroll Taxes, Accounts Payable, Year End Accounts
Education
University of Phoenix
Bachelor of Science, Business w/concentration in Accounting
CHB Group January 1994 - Present
The Guardian Life Insurance Company of America May 1985 - December 1993
Travelers Insurance Company June 1981 - April 1985
Skills
Insurance, Employee Benefits, Disability Insurance, Healthcare, Health Insurance, Health Savings Accounts, Long-term Care, Commercial Insurance, Term Life Insurance, Brokers, Life Insurance, Medicare, Fixed Annuities, Benefits Administration, Managed Care, Selling, Underwriting, Claim, Workers Compensation, Property & Casualty..., Sales
Education
Wharton School, University of Pennsylvania 1986 — 1990
Certified Employee Benefit Specialist, Employee Benefits
Waynesburg University 1977 — 1981
Bachelor of Science, Business Administration
travelers
travelers
The Guardian Life Insurance Company of America December 2006 - Present
Skills
Information Security, Information Security..., IT Strategy, Governance, Security Architecture..., Security, Firewalls, Networking, Network Security, Business Continuity, Disaster Recovery, IT Management, Enterprise Architecture, Threat & Vulnerability..., Program Management, CISSP, IT Operations, Vulnerability Management, Information Security..., Data Center, Computer Security, Project Management, ITIL, Enterprise Security, Incident Management, Virtualization, Active Directory, Information Technology, Application Security, Network Architecture, Enterprise Mobility, Enterprise IT Strategy, Cloud Computing, Operational Risk..., COBIT, Leadership
Education
University of Madras 1993 — 1997
Bachelor's Degree, Computer Science & Engineering
Century 21 Pogo Realtors July 2001 - Present
Guy Carpenter November 1987 - August 2010
The Guardian Life Insurance Company of America 1979 - 1987
Skills
Interpersonal skills, Customer Service, Computer Literate
Education
University of Phoenix 2006 — 2010
Bachelor, Marketing
Ferris High School 1966 — 1970
DHHS March 2013 - Present
Coolsoft LLC July 2012 - Present
GEICO July 2012 - February 2013
Patni Computer Systems Ltd. June 2006 - July 2012
The Guardian Life Insurance Company of America 2011 - 2012
Skills
QMF, SQL, COBOL, CICS, SPUFI, Software Project..., Requirements Analysis, SDLC, VSAM, DB2, Change Management, JCL, Agile Application..., Endeavor, Fileaid, TSO, IMS DB/DC, Xpediter, Syncsort, Cognos, Microsoft Office, FTP, MQSI, Stored Procedures, Performance Tuning, Microsoft SQL Server, WebSphere MQ, Serena Changeman
Education
University of Mumbai 2003 — 2005
Master's degree, Computer Science
Independent January 2013 - Present
The Guardian Life Insurance Company of America January 2013 - December 2013
New York Life Insurance Company January 2011 - April 2013
Skills
Risk Management, Life Insurance, Employee Benefits, Insurance, Customer Service, Strategic Planning, Team Building, Health Insurance, Financial Analysis, Leadership, Wealth Management, Underwriting, Small Business, Estate Planning, IRAs, Retirement, Disability Insurance, Fixed Annuities, Retirement Planning, Long Term Care Insurance, 401k, Long-term Care, Mutual Funds, Investments, Series 6, Variable Annuities, Whole Life, Roth IRA, Universal Life, 401k Rollovers
Education
University of South Carolina-Columbia
The Guardian Life Insurance Company of America October 2012 - Present
Unum October 2010 - October 2012
Unum September 2007 - October 2010
Unum July 2006 - September 2007
WCSH 2003 - 2007
Skills
Insurance, Disability Insurance, Health Insurance, Employee Benefits, Claim, Microsoft Office, Life Insurance, Underwriting, Microsoft Excel, Project Management, Customer Service
Education
University of Maine 2000 — 2003
Bachelor of Arts (B.A.), Broadcast Journalism
Baldy Inc October 2012 - Present
Spirit of Life May 2012 - August 2012
The Guardian Life Insurance Company of America January 2011 - September 2011
MetLife December 2005 - December 2010
Education
University of Oregon - Charles H. Lundquist College of Business
BS, Business
Exultancy, Inc August 2010 - Present
BNY Mellon August 2010 - Present
Hexaware Technologies April 2011 - September 2011
Legg Mason April 2011 - June 2011
Northen Tru June 2010 - August 2010
Patni Computer Systems 2002 - 2010
Eagle Investment Systems August 2005 - March 2009
Procter & Gamble August 2004 - November 2004
Procter & Gamble June 2004 - August 2004
The Guardian Life Insurance Company of America September 2003 - April 2004
Skills
MES, Technical Support, WebSphere Application..., Release Management, Web Applications, UNIX Applications, Database Administration, Technical Documentation, Windows application..., Linux System..., Apache, https, SSL Certificates, Offshore Resource..., Onsite-Offshore..., Financial Applications, Application Deployment, Systems Analysis, Application..., Application Architecture
Education
SH JONDHALE POLYTECHNIC DOMBIVLI MUMBAI INDIA 1994 — 1998
Electrical, Electronics and Tele Communications Engineering
IES Raja Shivaji Dadar
Parle Tilak Vidyalaya Parle Mumbai
University of Mumbai
The Brokerage Connection 1990 - Present
The Guardian Life Insurance Company of America April 1988 - April 1990
John Hancock Life Insurance Company (U.S.A.) February 1985 - April 1988
The Guardian Life Insurance Company of America June 1982 - February 1985
Bankers Life and Casualty June 1980 - June 1982
Bankers Life and Casualty March 1978 - June 1980
Paul Revere June 1975 - March 1978
Massachusetts Indemnity January 1971 - June 1975
United States Air Force 1965 - 1969
Skills
Disability Insurance, Life Insurance, Health Insurance
Education
University of Maine 1966 — 1968
The Guardian Life Insurance Company of America August 1998 - Present
NYLCARE Hea;lth Plans June 1996 - July 1998
New York Life Insurance Company June 1994 - June 1996
MetLife February 1990 - June 1994
Equicor June 1987 - May 1991
Education
University of Pittsburgh
BA, Political Science
The Guardian Life Insurance Company of America September 2009 - August 2010
Northwestern Mutual November 2007 - August 2009
Northwestern Mutual January 2004 - November 2007
Education
University of Hartford 1994 — 1998
Bachelors in Communication, Business and Marketing
The Hartford June 2013 - Present
Lincoln Financial Group September 2012 - Present
Self Employeed June 2009 - Present
Golds Gym of Smithtown April 2008 - Present
The Hartford January 2004 - September 2005
CNA Insurance November 1998 - January 2004
The Guardian Life Insurance Company of America January 1995 - November 1998
New York Life Insurance Company November 1992 - January 1995
Jewish Community Center January 1992 - July 1994
Corporate Concierge April 1992 - November 1992
Skills
AFAA - Personal Trainer, Mad Dogg - Spin, TRX Suspension Training, ISCA Kickboxing, CPR, First Aid, Maryland Life/Health..., Employee Benefits, Account Management, Fitness, Health Insurance, Insurance, Healthcare, Management, Sales, Wellness
Education
University of Maryland College Park 1988 — 1991
Bachelor of Science, Kinesiology
The Guardian Life Insurance Company of America August 2001 - October 2009
Education
University of Phoenix 2010 — 2014
Bachelor of Business Administration (B.B.A.)
Craft Insurance October 2011 - Present
The Guardian Life Insurance Company of America December 2008 - September 2010
Sylvan Learning Centers September 2005 - December 2008
Skills
Customer Service, Employee Benefits, Public Speaking, Insurance, Account Management, Marketing, Team Building, Microsoft Office, Sales, Life Insurance, Disability Insurance, Health Insurance, Training, Term Life Insurance, Brokers, Leadership
Education
University of North Carolina at Wilmington 2000 — 2004
Bachelor of Arts (B.A.), Psychology
Asset Staffing 2014 - Present
MLTC October 2012 - July 2013
The Guardian Life Insurance Company of America September 2006 - July 2010
Skills
Spreadsheets, Invoicing, Administrative..., Training, Administration, Microsoft Excel, Microsoft Word, Lotus Notes, Concur, Microsoft Office, Process Scheduler, Calendars, Outlook, PowerPoint, Management
Education
University of Phoenix 2009 — 2012
Associate's degree
Citi June 2011 - Present
Credit Suisse 2004 - 2011
The Guardian Life Insurance Company of America October 2003 - April 2004
Illinois Environmental Protection Agency January 2001 - May 2003
Education
University of Illinois Springfield 2000 — 2002
Master of Science (MSc), Computer Science
The Guardian Life Insurance Company of America February 2013 - Present
Skills
Writing, Computer Program, Microsoft Office, Copywriting, Social Media Marketing, Marketing, Press Releases, Newsletters, Market Research
Education
UMass Dartmouth 2006 — 2009
Bachelor of Arts (BA), English Literature
Lutron Electronics (through Allied Personnel) January 2015 - Present
Lehigh Valley Children's Centers August 2013 - January 2015
QuantumClean August 2011 - August 2013
United Service Company November 2009 - July 2011
The Guardian Life Insurance Company of America April 2006 - November 2009
Skills
Accounting, Accounts Receivable, Invoicing, Financial Reporting, Account Reconciliation, General Ledger, Accounts Payable, Bank Reconciliation, Accruals, Financial Statements, Fixed Assets, Revenue Recognition, Microsoft Excel, Access, Microsoft Office, Process Improvement
Education
University of Phoenix 2006 — 2009
Associate of Arts (A.A.), Accounting
Quakertown Community High School
The Guardian Life Insurance Company of America August 2004 - Present
Unum February 1990 - August 2004
Skills
Insurance, Life Insurance, Strategic Planning, Team Building, Leadership, Health Insurance, Term Life Insurance, Underwriting, Brokers, Sales
Education
University of Mississippi 1978 — 1983
Bachelor of Business Administration (BBA), Business Administration and Management, General
The Guardian Life Insurance Company of America June 2000 - Present
Aetna US Healthcare (formerly NYLCare) 1997 - 2000
Phillips Business Information, Inc 1993 - 1997
Skills
Account Management, Public Speaking, Strategy and..., Project Management, Negotiation Skills, Presentation Development, Relationship Building, Staff Management, Sales, Employee Benefits, Customer Relations, Recruiting, Performance Management, Time Management, Customer Service, Benefits Administration, Group Insurance, Brokers, Health Savings Accounts, Healthcare Reform, Life Insurance, Health Care Reform, Disability Insurance
Education
University of Maryland College Park
Bachelor of Science (BS)
Rockville High School