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
Nordstrom April 2014 - October 2014
Visit Spokane July 2013 - March 2014
The Guardian Life Insurance Company of America July 2012 - July 2013
Eastern Washington University 2011 - June 2012
Visit Spokane April 2010 - September 2011
Larry H. Miller Dealerships December 2009 - February 2010
Eastern Washington University January 2009 - December 2009
Eastern Washington University September 2007 - June 2008
Clipper Navigation June 2007 - September 2007
Eastern Washington University February 2007 - June 2007
Skills
Public Policy Research, Data Entry, Calendaring, Microsoft Office, Customer Relations, Assistance, Cashiering, Copying, Filing, General Office Duties, Office Equipment, Organizing, Outlook, CRM software, Customer Service, Public Relations, Social Media Marketing, Office Management, Time Management, Public Speaking, Telephone Skills, Microsoft Word, PowerPoint, Blogging, Microsoft Excel, Lotus Notes, Coaching, Administrative..., Management, Sales, Social Networking, Administrative...
Education
Eastern Washington University 2005 — 2012
Bachelor's degree, Government/Pre-Law
Essentially Complete November 2012 - Present
Van Eperen Accounting January 2014 - April 2014
Horizon Industries Inc May 2005 - September 2009
The Guardian Life Insurance Company of America July 1991 - April 1997
Skills
Quickbooks, Bookkeeping, Accounting, Invoicing, Financial Accounting, Accounts Payable, PowerPoint, Data Entry, Accounts Receivable, Excel, Spreadsheets, Payroll, General Ledger, Payments, Customer Service, Financial Reporting, Expenses, Microsoft Office, Word, Journal Entries, Microsoft Word, GAAP, Cost Accounting, Bank Reconciliation, US GAAP, Financial Statements, Nutritional Health, Outlook, Small Business
Education
Rasmussen College 2010 — 2013
Bachelor of Science, Accounting, Graduated with accumulated GPA of 3.95
Clayton College of Natural Health 2009 — 2010
Holistic Health
Highland Community College 1983 — 1988
Associates Degree, Business Administration
The Guardian Life Insurance Company of America June 1986 - Present
Skills
Group Underwriting..., Underwriting, Insurance, Disability Insurance, Life Insurance, Risk Management, Health Insurance, Brokers, Employee Benefits, Financial Services, Reinsurance, Sales, Term Life Insurance, Critical Illness, Long-term Care, Accident, Health Savings Accounts
Education
Gonzaga University 1978 — 1982
Bachelor of Business Administration (BBA), Business Administration, Management and Operations, cum laude
Humana January 2006 - Present
Bertrami Financial Services June 1996 - December 2006
The Guardian Life Insurance Company of America January 1981 - June 1996
Farmingdale State College September 1972 - December 1980
Skills
Health Insurance, Insurance, Managed Care, Life Insurance, Disability Insurance, Health Savings Accounts, Term Life Insurance, Account Management, Sales, Cold Calling, Fixed Annuities, Customer Service, Sales Management, Employee Benefits, Long-term Care
Education
Herbert H. Lehman college 1973 — 1976
Master of Science (MS), Recreation Education
West Virginia University 1969 — 1971
Bachelor of Science (BS), Receration
Farmingdale State University of New York 1967 — 1969
Associate of Arts and Sciences (AAS), Parks, Recreation and Leisure Studies
Highline Unified School District November 2013 - Present
Palm Springs Unified School District September 2010 - April 2012
Palm Springs Unified School District August 2008 - June 2010
Palm Springs Unified School District August 2005 - June 2008
Spokane Public Schools September 2000 - November 2002
The Guardian Life Insurance Company of America September 1994 - July 2000
Department of Immigration and Citizenship September 1993 - May 1994
Nordstrom 1988 - 1993
Insurance Express.com Inc 1988 - 1990
Baden Sports September 1986 - 1988
Skills
Applied Behavior..., Behavior Modification, Training, Instructional Design, Educational Technology, Curriculum Development, Curriculum Design, Staff Development, Community Outreach, Education, Program Development, Youth Mentoring, Youth Development, Tutoring, Higher Education, Positive Behavior..., Medical Terminology, Health Insurance, Customer Support, K-12
Education
Gonzaga University 2002 — 2004
Masters of Ed, Special Education; Applied Functional Analysis
Gonzaga University 1999 — 2002
Bachelor of Arts, Speech Communication
Thrivent Financial for Lutherans November 2013 - Present
TEKsystems November 2012 - November 2013
Humana July 2012 - November 2012
The Guardian Life Insurance Company of America October 2010 - December 2011
The Guardian Life Insurance Company of America April 2003 - July 2010
The Guardian Life Insurance Company of America June 1995 - April 2003
Skills
Microsoft Office, Siebel, Lotus Notes, Mentoring, Training Skills, System Design, Customer Service, Insurance, Insurance claim, Problem Solving, Analyze Problems, Collaborative Style, Project Teams, Project Coordination, Billing Systems, CICS, JAD, User Acceptance Testing, Regression Testing, System Deployment, System Testing, Problem Analysis, Mockups, Job Aids, MS Excel Pivot Tables, Dental Insurance, Vision Insurance, Group Benefit Plans, Process Improvement, Employee Benefits, Training, Call Centers, Visio, Health Insurance, Disability Insurance, Life Insurance, Software Documentation, Requirements Gathering, Business Requirements
Education
Northern Michigan University 1988 — 1991
Bachelors, Accounting
Gogebic Community College 1986 — 1989
Associates of Applied Science, Accounting
G. Collins & Company, LLC February 2012 - Present
Volunteer Center of Bergen County, Inc June 2011 - Present
YMCA of Greater Bergen County March 2010 - Present
James D. Brown, CPA 1979 - Present
TIAA-CREF March 2000 - June 2007
The Guardian Life Insurance Company of America 1994 - 2000
The Guardian Life Insurance Company of America 1987 - 1994
The Guardian Life Insurance Company of America 1985 - 1987
Phoenix Home Life Insurance June 1984 - October 1985
United Mutual Life Insurance Company 1980 - 1984
Skills
Income Tax Planning and..., Small Business..., Accounting, Quickbooks, Public Speaking, Income Tax, QuickBooks, Tax, Small Business, Financial Analysis, Financial Reporting, Preparation, Finance, Forecasting, Management, Financial Accounting, Auditing, Financial Statements, Strategic Financial..., Analysis, Budgets, GAAP, Internal Audit, Leadership, Internal Controls, Due Diligence, Training, Sarbanes-Oxley, Investments, SEC filings, Insurance, CPA, US GAAP, Tax Accounting, Sarbanes-Oxley Act, General Ledger, Tax Preparation, Managerial Finance, Account Reconciliation, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Cash Flow, Corporate Tax, Variance Analysis
Education
Leadership Teaneck 2011 — 2012
Bergen LEADS 2009 — 2010
Fairleigh Dickinson University 1975 — 1979
BS, Accounting
Our Saviour Lutheran High School 1971 — 1975
College Prep
St. Matthew Lutheran School 1968 — 1971
The Guardian Life Insurance Company of America May 1996 - June 2000
NatWest Bank February 1994 - May 1996
The Home Life Insurance Company July 1990 - February 1994
The Copeland Companies February 1985 - July 1990
Skills
Merchandising, Social Media
Education
Franklin & Marshall College
BA, Business Administration
US Navy September 2014 - Present
US Navy Reserve October 2013 - Present
Freelance November 2006 - Present
Soda Rock Winery May 2013 - June 2014
Savvy Production & Events July 2010 - December 2013
U.S. Coast Guard March 2013 - May 2013
Care.com January 2013 - February 2013
Nokia October 2012 - December 2012
Neiman Marcus February 2012 - November 2012
The Guardian Life Insurance Company of America November 2011 - January 2012
Skills
First Aid, Cpr Certified, Cosmetology, Microsoft Office, Customer Service, Modeling, Acting, Hosting, Hospitality, Childcare, Cosmetics, Beauty Industry, Events, Management, Leasing, Sports, Education, Swimming, Lifeguarding, Basketball Coaching, Coaching Baseball, Sports Coaching, Special Events..., Film, Event Planning, Nonprofits, Public Speaking, Recruiting, Social Networking, Conflict Resolution, Coaching
Education
Santa Rosa Junior College 2002 — 2014
Golden Gate University 2011 — 2012
Healdsburg High
The Guardian Life Insurance Company of America January 2013 - Present
Impact Communication Partners August 2012 - November 2012
McKinsey & Company January 2012 - April 2012
Deloitte April 2011 - February 2012
Meeting and Event Specialist January 2010 - July 2011
Briggs Inc. November 2005 - November 2009
Connections Unltd. 1992 - 2005
Safaris Destination Management 1986 - 1990
Skills
Budget Management, Event Planning, Site Selection, Corporate Events, Hospitality, Food & Beverage, Meeting Management, Corporate Meetings, Event Management, Meeting Planning, Location Intelligence, Budgets, CRM, Program Management, Travel Management, Vendor Management, Sales, Trade Shows, Customer Service, Hospitality Industry, Negotiation
Education
Fashion Institute of Technology 1982 — 1984
The Guardian Life Insurance Company of America September 1999 - Present
Guardian Life 1999 - 2015
Skills
Business Analysis, Financial Analysis, Analysis, Process Improvement, Leadership, Brokers, Sales
Education
Grand Canyon University 2013 — 2016
Doctor of Philosophy (Ph.D.), Psychology - Cognition and Instruction, 3.78
Ottawa University-Phoenix 2009 — 2013
Master of Arts (M.A.), Human Resources, 4.0
Ottawa University-Phoenix 2009 — 2013
Master of Arts (M.A.), Counseling, 4.0
New Mexico State University
Bachelor of Arts (B.A.), Philosophy, 3.5
Coldwell Banker Pacific Properties September 2013 - Present
The Guardian Life Insurance Company of America August 2012 - Present
ABM Industries June 2006 - Present
Skills
Customer Service, Real Estate Transactions, Real Estate, Residential Homes, Investment Properties, Sales, REO, Relocation, Single Family Homes
Education
Heald College-Honolulu 2000 — 2003
Associate's degree, Hospitality Administration/Management
Kapaa High School 1998 — 2000
High School Diploma
Bemis Company, Inc. January 2015 - Present
Pulse Technologies March 2014 - January 2015
Consstantia Colmar July 2011 - March 2014
Constantia Colmar February 2012 - February 2013
The Guardian Life Insurance Company of America July 2010 - July 2011
Skills
B2B, Sales, Cross-functional Team..., Sales Management, Key Account Management, Forecasting
Education
Gwynedd Mercy University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Gwynedd-Mercy College 2006 — 2010
Bachelor of Science (B.S.), Business Administration w/ Finance
The Guardian Life Insurance Company of America June 2007 - Present
TIAA-CREF October 1995 - June 2007
New York Life Insurance Company September 1987 - October 1995
Skills
Financial Analysis, Financial Reporting, Real Estate, Strategic Financial..., Sarbanes-Oxley Act, Accounting, Investments, Bloomberg, Finance, Strategic Planning, GAAP, Insurance, Risk Management, Asset Management, Financial Modeling
Education
Hartwick College 1982 — 1986
BA - Management, Accounting/Management
Kossoff, PLLC August 2013 - Present
Fragomen, Del Rey, Bernsen & Loewy February 2013 - May 2013
The Guardian Life Insurance Company of America June 2012 - August 2012
New York State Unified Court System June 2011 - August 2011
Consulate-General of Greece in New York June 2007 - August 2007
Skills
Legal Research, Legal Writing
Education
Fordham University School of Law 2010 — 2013
Doctor of Law (J.D.), Cum Laude
New York University 2006 — 2010
Bachelor of Arts (B.A.), Politics, Cum Laude
Fein, Such, Kahn & Shepard, PC October 2013 - Present
The Guardian Life Insurance Company of America February 2011 - October 2013
A.C. Moore November 2010 - April 2011
Montclair State University September 2008 - July 2010
GraficaGroup May 2005 - August 2008
Skills
Data Analysis, Higher Education, Microsoft Office, PowerPoint, Teaching, Microsoft Excel, Writing, Editing
Education
Montclair State University 2008 — 2010
Master's degree, French Studies
East Stroudsburg University of Pennsylvania 2005 — 2008
Bachelor of Arts (B.A.), French Studies
CLG Insurance February 2004 - Present
The Guardian Life Insurance Company of America 1989 - 2001
Skills
Group Benefit Plans, Health Insurance, Licensed Life & Health..., Human Resources, Vision Insurance, Dental Insurance, Life Insurance, Group Life Insurance, Insurance, Group Insurance, Employee Benefits, Health Savings Accounts, Risk Management
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Business Administration and Management, General, Human Resources
The Guardian Life Insurance Company of America February 2007 - December 2014
Skills
Business Analysis, Insurance, Customer Service, Vendor Management, Process Improvement, Analysis, Requirements Gathering, Business Process..., Team Leadership, Project Management, Requirements Analysis, Business Process, Microsoft Office, Call Centers, Health Insurance, Change Management, Disaster Recovery, Software Documentation, Program Management, SharePoint, Team Building, Quality Assurance, CRM, Strategic Planning, Business Requirements, User Acceptance Testing, Software Project..., Six Sigma, Scrum, Management, Employee Benefits, Visio, Performance Management
Education
Gonzaga University 1986 — 1993
Master of Arts (M.A.)
University of Idaho
University of Idaho
Present 2002 - Present
The Guardian Life Insurance Company of America November 2014 - July 2015
MetLife November 2004 - May 2014
The MONY Group 2002 - 2004
New York Life Insurance Company / NYLife Securities 2000 - 2002
Phoenix Financial Associates 1998 - 2000
Skills
Training, Marketing, Project Management, Sales, Insurance, Vendor Management, Strategic Planning, Financial Services, Budgets, Retirement, Program Management, Marketing Strategy, Team Leadership, Product Management, Product Marketing, Analytics, Team Building, Strategic Communications, Online Marketing, Quality Control, Product Development, Strategic Partnerships, Campaign Management, Finance, Creative Marketer, Software Project..., Decisiveness, Contract Negotiation, Product Adoption, Business Strategy, Digital Marketing, Distribution Strategies, Social Media Marketing, Website Promotion, Website Development, CRM, Client Retention..., Manage Client..., Presentations, Public Speaking, Written Communication, Teamwork, Needs Analysis, Management, Strategy, Marketing Communications, Business Development
Education
Hofstra University 1993 — 1997
Bachelor of Business Administration (BBA), Management
The Guardian Life Insurance Company of America April 2012 - Present
The Guardian Life Insurance Company of America August 2010 - March 2012
Nearby Buddy Finder, LLC (Contractual) June 2010 - February 2011
The Hanover Insurance Group May 2007 - August 2010
To My Door Collection (Contractual) September 2008 - September 2009
Holiday Inn January 2004 - April 2007
Skills
Process Improvement, Social Media, Term Life Insurance, Employee Benefits, Project Management, Graphic Design, HTML, Microsoft Access, Microsoft Office, Property & Casualty..., Proposal Support, Proposal Writing, SQL, VBA, Web Design, Web Development, Training, Sales
Education
Florida State University 2002 — 2007
Bachelor of Science, Risk Management / Insurance & General Management
St. Petersburg College 2000 — 2002
High School Dual Enrollment
Forethought Financial Group, Inc. January 2013 - Present
The Guardian Life Insurance Company of America February 2009 - January 2013
The Hartford October 2006 - February 2009
National Football League April 2000 - August 2003
Skills
Series 63, Retirement Planning, Series 6, Fixed Annuities, Insurance, Strategic Financial..., Life Insurance, Public Speaking, Sales Presentations, Variable Annuities, Team Leadership, Wholesale, Financial Services, Investments, Retirement, Securities
Education
Hofstra University 1995 — 2000
B.A, Psychology
The Guardian Life Insurance Company of America June 2011 - Present
National Agents Alliance Corporate May 2008 - April 2011
South Florida Lending Solutions June 2005 - April 2008
Skills
Retirement Planning, Business Planning, Asset Protection, 401k Rollovers, 401k, Disability Insurance, Employee Benefits, Finance, Fixed Annuities, Insurance, Investments, Life Insurance, Loans, Retirement, Sales, Small Business, Strategic Financial..., Wealth Accumulation, Wealth Management
Education
Florida International University - College of Business Administration 2005 — 2011
International Business, Latin American Markets
Bolt Athletics February 2015 - Present
Reliance Medical Management November 2014 - Present
AXA April 2011 - April 2013
The Guardian Life Insurance Company of America April 2009 - December 2010
Howard County Public Schools November 2007 - June 2008
Reservoir High School August 2007 - December 2007
Football America May 2005 - October 2007
Merrill Lynch February 2007 - May 2007
Skills
Marketing, Social Media Marketing, Social Media, Sales, Insurance
Education
Towson University 2004 — 2007
Bachelor of Science, Business Management
Howard Community College 2003 — 2004
Frostburg State University 2002 — 2002
Atholton High School 1998 — 2002
Backstage Library Works June 2014 - Present
Backstage Library Works February 2014 - May 2014
Backstage Library Works February 2013 - February 2014
Backstage Library Works August 2012 - February 2013
The Guardian Life Insurance Company of America November 2011 - June 2012
Wells Fargo July 2011 - October 2011
Blockbuster 2006 - 2011
Metropolitan Food Service 2010 - 2010
Book Revue Cafe 2010 - 2010
Long Island Philharmonic 2009 - 2009
Skills
Internal Communications, Employee Relations, Public Speaking, Teamwork, Customer Service, PowerPoint, Employee Benefits, Microsoft Office, Social Media, Outlook, Press Releases, Social Media Marketing, Strategic Planning, Social Networking, Management, Customer Satisfaction, Leadership, Public Relations, Marketing, Copywriting, Editing, Research, Nonprofits, Project Management, Facebook, Blogging, Event Planning, Time Management
Education
Clarion University of Pennsylvania 2014 — 2017
Master of Library & Information Science (MLIS)
Hofstra University 2005 — 2009
Bachelor of Arts, Public Relations, Music
Philips Healthcare June 2013 - Present
The Walt Disney Company June 2012 - April 2013
University of Central Florida September 2008 - June 2012
TIMA Inc March 2000 - March 2012
Trinity School March 2001 - August 2008
The Guardian Life Insurance Company of America October 1998 - March 2001
Learning Tree International September 1998 - March 2001
Goldman Sachs April 1998 - August 1998
TIAA-CREF January 1997 - May 1998
McKinsey & Company January 1996 - January 1997
Skills
Team Building, Strategic Planning, Project Management, Public Speaking, Team Leadership, Project Planning, Process Improvement, Teaching, Contract Negotiation, Social Networking, Social Media, Business Intelligence, Software Development..., Budgets, SDLC, SharePoint, Integration, Data Center, IT Service Management, Business Analysis, Visio, IT Management, Windows, ITIL, Software Documentation, Servers, Security, Systems development..., HIPAA, VMware Infrastructure, Remedy 7, Pinnacle, Business Objects, Technical Training, Educational Technology, Classroom Management, VoIP, Linux System..., MySQL, Microsoft SQL Server, Active Directory, Web Application Firewall, DICOM, Testing, Databases, System Administration, Disaster Recovery, Access, HL7, VMware
Education
Florida State University 2014 — 2016
Master's degree, Information Technology
Teachers College of Columbia University 2006 — 2008
Non Degree, Educational Technology Leadership
Stevens Institute of Technology 1990 — 1995
BS, Computer Science
Eastern Mountain Sports August 2011 - Present
New York Life Insurance Company May 1998 - February 2011
The Guardian Life Insurance Company of America March 1997 - May 1998
Swiss Re February 1993 - March 1997
Prudential Insurance 1988 - 1991
Skills
COBOL, DB2, Oracle, CICS, JCL, VSAM, TSO, Mainframe, Unix, PL/SQL, IDMS, MVS, Fileaid, IBM Mainframe, Endeavor, z/OS, Easytrieve, Visio, FTP, Xpediter, Systems Analysis, SDLC, IMS DB/DC
Education
Chubb Institute 1987 — 1988
Computer Programming Certificate
Fairleigh Dickinson University 1972 — 1974
BA, Elementary Education
Wesley College 1970 — 1972
AA, Education
Bernards High School 1968 — 1970
AT&T Interactive July 2011 - Present
Sears Holdings Corporation January 2010 - July 2011
Blue Cross Blue Shield of Michigan 2004 - 2010
The Guardian Life Insurance Company of America 2001 - 2004
Skills
Vendor Management, Program Management, PMP, Process Improvement, Customer Relations, PMO, Product Management, Process Engineering, Vendor Relations, Team Building, Outsourcing, J2EE, Agile, Budgeting, Contract Negotiation, Operations Management, Risk Management, Healthcare, Scrum, Mentoring, Product Development, Enterprise Architecture, Strategic Planning, SDLC, Agile Methodologies, Agile Project Management, Business Process..., Solution Architecture, IT Strategy, Change Management, E-commerce, Analytics, Java Enterprise Edition, SOA, Business Analysis, Project Management, Project Planning, Leadership, Budgets, Requirements Analysis, Cross-functional Team..., Management Consulting, Project Portfolio..., Business Process, IT Management, Resource Management, Strategy, Integration, Customer Service, MS Project
Education
Fairleigh Dickinson University 1998 — 1999
MS, computer science
The Guardian Life Insurance Company of America January 2014 - Present
The Guardian Life Insurance Company of America June 2009 - January 2014
MetLife Financial Services December 2006 - June 2009
AXA Equitable/The MONY Group July 2004 - December 2006
The MONY Group April 2003 - July 2004
The MONY Group 1999 - 2003
The MONY Group 1997 - 1999
Skills
Financial Services, Marketing, Fixed Annuities, Management, Leadership Development, Performance Management, Coaching, Recruiting, Training, Business Planning, Succession Planning, Change Management, Talent Management, Program Management, Vendor Management, Sales Management, Project Planning, Leadership, Time Management, Strategy, CRM, Employee Training, Consulting, Securities, Insurance, Small Business, Project Management, Employee Benefits, Organizational..., Strategic Planning, Management Consulting, Business Analysis, Marketing Strategy, Budgets, Team Building, Risk Management, Retirement, Process Improvement, Estate Planning, Human Resources
Education
The American College 2011 — 2013
CLF, Organizational Leadership
Fairleigh Dickinson University 2009 — 2013
Masters, Industrial Organizational Behavior
ASTD 2011 — 2011
Certificate, Sales Coaching for Business Impact
Saint Peter's University
BA, Business Administration
Felician College - Institute for Gerontology April 2014 - January 2015
Felician College August 2012 - January 2015
The Guardian Life Insurance Company of America March 2011 - December 2011
The Guardian Life Insurance Company of America December 2009 - March 2011
The Guardian Life Insurance Company of America June 2003 - December 2009
The Guardian Life Insurance Company of America August 1999 - June 2003
ADP Brokerage Information Services 1995 - 1999
Skills
Lean Six Sigma, License Management, Software Licensing, Contract Management, Project Implementation, Project Coordination, Business Analysis, Quality Assurance, Customer Relations, Problem Solving, MS Office Suite, MS Project, MS Visio, PeopleSoft, eProcurement, TeamTrack, Team Leadership, Visio, Six Sigma, Microsoft Office, Customer Service, IT Management, PMP, E-procurement, IT Strategy, IT Service Management, Process Improvement, Access, Leadership, Management, Disaster Recovery, Cross-functional Team..., Project Planning, SDLC, Project Management, Business Process..., Program Management, Integration, ITIL, Software Project..., PMO, Resource Management, SharePoint, Prezi, Requirements Analysis, Outsourcing, Software Documentation, Business Process, Serena Changeman, Requirements Gathering
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
Bachelor of Science (B.S.), Management/Marketing, Minor concentration - Psychology
Felician College 2012 — 2015
Master of Science (M.S.), Healthcare Administration
AmericaFirst Capital Management, LLC July 2015 - Present
Forethought Financial Group, Inc. January 2013 - July 2015
The Hartford July 2011 - January 2013
Lincoln Financial Group June 2004 - July 2011
The Guardian Life Insurance Company of America September 2000 - March 2003
Western & Southern Financial Group April 1998 - September 2000
Skills
External Sales, Annuities, Public Speaking, Wholesaling, Mutual Funds, Relationship Cultivation, Series 7, Series 63, Time Management, Self-driven, Financial Markets, Organizer, Retirement Income..., Fixed Annuities, Retirement, Investments, Sales, Financial Advisory, 401k, Finance, Wholesale
Education
Eastern Illinois University 1991 — 1995
Bachelor of Science (B.S.), Business/Commerce, General
Adlai E. Stevenson Highschool 1987 — 1991
Vulcan Materials Company August 2012 - Present
Jack L Wender Insurance Services May 2009 - November 2011
Earl W. Schott Inc June 2003 - March 2010
The Guardian Life Insurance Company of America March 1999 - June 2000
Education
Fresno City College 1982 — 1984
Business Management
Clovis High School 1979 — 1982
business, general ed
The Guardian Life Insurance Company of America June 2015 - Present
The Toner Group January 2014 - June 2015
Secure Annuity Advisors Inc August 2011 - December 2013
National Integrity Life of New York July 1998 - July 2011
John Alden Life Of New York/SunAmerica March 1987 - June 1998
Skills
Fixed Annuities, Retirement Planning, Variable Annuities, Disability Insurance, Long-term Care, Financial Planners, Insurance, Retirement, Series 6, Life Insurance, 401k, Series 63, Term Life Insurance, IRAs, Property & Casualty..., Pensions, Financial Advisory, Financial Planning, Equities, Investments, Mutual Funds
Education
Fairleigh Dickinson University 1979 — 1984
Bachelor of Science, Business Management
Bliss Home Funding Corp. October 2010 - Present
The Guardian Life Insurance Company of America June 1999 - Present
Precision Financial December 2004 - March 2008
Aegis Mortgage August 2001 - December 2004
Skills
New York State..., Member of Mineola..., Member New York Health..., Health, Mortgage Banking, Insurance, Business Development, Sales, Sales Management, Selling, Investments, Recruiting, Credit, Management, Banking, Real Estate
Education
Hofstra University 1970 — 1974
BBA, Business Management/Law
The Guardian Life Insurance Company of America December 2010 - Present
Metlife Bank April 2009 - December 2010
MetLife May 2008 - March 2009
MetLife March 2005 - April 2008
MetLife February 2001 - February 2005
MasterCard June 2000 - January 2001
Revlon September 1994 - May 2000
Revlon July 1988 - August 1994
Skills
Succession Planning, Personnel Management, HRIS, Talent Management, Employee Relations, Employee Benefits, Performance Management, Insurance, Training, Employee Engagement, Mergers & Acquisitions, Onboarding, Executive Pay, Workforce Planning, Change Management, Strategic Planning, Human Resources, Talent Acquisition, Deferred Compensation, Organizational..., Organizational..., Organizational Design, Leadership Development
Education
King's College 1984 — 1988
Bachelor's degree, Human Resources Management and Psychology
Harvard Business School
Strategic Leadership
Smith College
Women's Consortium
The Guardian Life Insurance Company of America March 2010 - Present
Beyer-Barber Company October 2008 - March 2010
Preferred Pension Planning Corporation September 2006 - October 2008
Pentec, Inc. 2001 - 2006
Skills
Retirement Planning, Retirement, Pensions, Employee Benefits, Defined Benefit, 401k, Life Insurance, Fixed Annuities, Disability Insurance
Education
East Stroudsburg University of Pennsylvania 1997 — 2001
Bachelor of Arts (BA), Mathematics
The Guardian Life Insurance Company of America May 2011 - April 2013
Credit Suisse Asset Management, LLC February 2007 - May 2011
BNY Mellon - Dreyfus Service Corporation January 2001 - February 2007
Skills
Mutual Funds, Account Reconciliation, Data Reconciliation, Money Market Funds, Series 6, Series 63, Client Service Oriented, Anti Money Laundering, Compliance, Risk Management, Data Analysis, System Testing, Sales Commissions, FundSERV, SEC Financial Reporting, Broker-Dealer, Data Transmission, Legal Compliance, SOX Compliancy, Settlement, Transfer Agency, Bank Reconciliation, G/L Reconciliations, Customer Service, Financial Services, Asset Management, Fixed Income, Relationship Management, Equities
Education
Hofstra University
The Guardian Life Insurance Company of America 2010 - April 2015
MassMutual Financial Group 2006 - 2009
MassMutual Financial Group 2005 - 2006
MassMutual Financial Group 2000 - 2005
The Guardian Life Insurance Company of America 1998 - 1999
MassMutual Financial Group 1996 - 1998
MassMutual Financial Group 1995 - 1996
MassMutual Financial Group 1990 - 1995
Northwestern Mutual 1988 - 1990
MONY Financial Services 1986 - 1987
Skills
Financial Services, Recruiting, Customer Retention, Series 7, Disability Insurance, Fixed Annuities, Retirement, Retirement Planning, Life Insurance, Long-term Care, Employee Benefits, Insurance, Health Insurance, Strategic Financial..., Mutual Funds, Succession Planning, 401k, Estate Planning, Wealth Management, Investments
Education
American College, 1989 — 1998
CLU and ChFC, Financial Planning and Services
Fairfield University
BA, History, Education, 3.85 out of 4.0
Sammons Retirement Solutions December 2012 - Present
The Guardian Life Insurance Company of America October 2005 - October 2012
Ameriprise Financial Services, Inc. 2004 - 2005
Skills
Sales Presentations, Problem Solving, Income Protection, Financial Literacy..., Retirement Planning, Series 7, Mutual Funds, Series 63, Fixed Annuities, Variable Annuities
Education
University of Massachusetts Boston 2008 — 2010
MBA, Business
Elon University 2001 — 2004
Batchelor of Science, Business
LED are Us January 2015 - Present
Bayview Asset Management, LLC July 2013 - September 2014
Financial Strategies Workshops 2005 - 2013
Allstate Workplace Division May 2011 - December 2012
FBMC October 2010 - May 2011
Humana February 2008 - October 2010
CompBenefits May 2006 - February 2008
AIG American General September 2003 - November 2005
The Guardian Life Insurance Company of America January 2001 - September 2003
Skills
Employee Benefits, Dental Sales, Group Medical, Life Insurance, Disability Insurance, Voluntary Sector, Enrollment Management, Open Enrollment, Public Speaking, Team Leadership, Volunteering, Military, Term Life Insurance, Agent Development, Insurance Brokerage, Vision Insurance, Broker Agent Relations
Education
Florida State University 1981 — 1986
Miramar High School
Independent Consultant February 2006 - Present
R&Q Solutions LLC May 2012 - July 2015
The Guardian Life Insurance Company of America December 2011 - March 2012
QBE Insurance December 2006 - April 2009
QBE The Americas/Praetorian Financial Group/Clarendon Ins. 2006 - October 2008
MIIX Insurance Company in Rehabilitation December 2004 - February 2006
Arch Insurance Group 2004 - 2004
Global Managers 1999 - 2002
Reliance Insurance 1996 - 1999
Talegen 1990 - 1994
Skills
Insurance, Reinsurance, Strategic Planning, Finance, Forecasting, Management, Brokers, Accounting, Analysis, Account Reconciliation, Auditing, Financial Reporting, Mergers & Acquisitions, Risk Management, Property & Casualty..., Statutory Accounting, Leadership, General Insurance, Microsoft Excel, Financial Analysis, PeopleSoft, Change Management, Enterprise Risk..., Employee Benefits, Business Process..., Process Improvement, Budgets, Claim, Commercial Insurance, Business Analysis, Underwriting, Financial Risk
Education
Fairleigh Dickinson University 1977 — 1979
Hudson Catholic 1966 — 1970
High School, College Prep
HMSA April 2015 - Present
Primerica September 2014 - April 2015
ICON Employer Services of Hawaii September 2013 - July 2014
Stealth Solar Hawaii August 2013 - September 2013
Regus December 2012 - August 2013
Corporate Office Centers December 2011 - December 2012
The Guardian Life Insurance Company of America December 2010 - December 2011
Corporate America Investments Group August 2007 - August 2010
Athome Consulting Group 2006 - 2008
CNMI Office of the Public Auditor July 2001 - June 2005
Skills
Marketing, Event Planning, Leadership, Social Media, Social Media Marketing, Strategic Planning, Negotiation, Management, Sales Management, Account Management, Event Management, Budgets, Public Speaking, Entrepreneurship, Sales, Customer Service, Real Estate, Team Building, 401k Rollovers, Investments, Microsoft Office, Underwriting, Retirement Plan..., Training, Risk Management, Small Business, Human Resources, Employee Benefits, Selling, Coaching, Leadership Development, Business Planning, Business Development, New Business Development, Start-ups, Payroll
Education
University of Hawai'i at Manoa - William S. Richardson School of Law 1998 — 2000
Gonzaga University 1994 — 1998
BA, English, Criminal Justice
The Guardian Life Insurance Company of America Assistant Vice PresidentThe Guardian Life Insurance Company of AmericaApril 2006 - Present
Education
Hofstra University 1976 — 1980
Bachelor of Business Administration (B.B.A.), Business Informations Systems and Finance
Los Banos Abattoir January 2014 - Present
NUDE Skincare, LVMH May 2013 - July 2013
Benefit Cosmetics, LVMH March 2012 - May 2013
Benefit Cosmetics, LVMH October 2011 - December 2011
Craigstours May 2011 - September 2011
The Guardian Life Insurance Company of America May 2011 - 2011
Upward Bound of University of San Francisco May 2010 - August 2010
Skills
Social Media Marketing, Customer Service, Event Planning, Facebook, Social Media, InDesign, Blogging, Email Marketing, Illustrator, Market Research, Adobe Creative Suite, Social Networking, Microsoft Excel, Graphic Design, Photoshop, Mac, Sales, Public Relations, Management, Marketing, Public Speaking, Marketing Management, Recruiting, Advertising, Event Management, Marketing Communications, Publicity, Marketing Research, Online Marketing, Brand Development, Digital Marketing, Microsoft Office, Marketing Strategy, PowerPoint
Education
University of San Francisco 2009 — 2011
Bachelors of Science, Business Marketing, Design
Gonzaga University 2010 — 2010
Study Abroad in Florence, Italy
The Guardian Life Insurance Company of America December 2000 - Present
Morgan Stanley October 1997 - November 2000
Skills
Internal Communications, Corporate Communications, Crisis Communications, Communication Training, Communications Planning, Strategic Communications, Content Development, Marketing Communications, Newsletters, Content Strategy, Direct Marketing, Social Media, Web Content, Intranet, Editing, Thought Leadership, Content Management, Media Relations, Publicity, Social Media Marketing, Insurance, Speech Writing, Integrated Marketing, Copywriting, Press Releases, Crisis Management, Marketing, Web Content Management, Reputation Management, Annual Reports, Employee Engagement, Proofreading, Publications, Copy Editing, Strategy, Message Development, Financial Services, Investor Relations, Editorial, Public Relations, Corporate Branding, Web Analytics, Intranet Strategy, Blogging, Publishing, Digital Marketing, Executive Communications, Writing, Communications Strategy, Video Production
Education
Hofstra University
Bachelor of Arts, English
Group Health Solutions Inc. & SDL Brokerage Inc. September 2013 - Present
Hub International March 2012 - September 2013
GFI Insurance Brokerage May 2005 - March 2012
Allstate Insurance April 2004 - May 2005
The Guardian Life Insurance Company of America March 2002 - April 2004
Skills
Insurance, Property & Casualty..., Professional Liability, Disability Insurance, Legal Liability, Health Insurance, Umbrella Insurance, Liability, Commercial Insurance, Underwriting, Claim, Homeowners, Employee Benefits, Commercial Lines, Liability Analysis, Fine Arts Floaters, Fine Jewelry & Antiques, Workers Compensation, Excess, Directors & Officers..., Inland Marine, Employment Practices..., Fine Arts Dealers, COBRA, Risk Management, Small Business, Group Insurance, Sales, Commercial General..., Building Insurance, Condo & Co-op Insurance, Health Savings Accounts, Health Care Reform, Marketing, Customer Service
Education
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts, History, Asian Studies
Fiorello H. LaGuardia High School 1994 — 1997
High School Diploma, Art
The Guardian Life Insurance Company of America October 2014 - Present
Unum May 2013 - October 2014
Unum January 2012 - May 2013
Unum August 2010 - January 2012
Commerce Insurance June 2005 - March 2010
Skills
Negotiation, Disability Insurance, Customer Service, Underwriting, Health Insurance, Management, Insurance, Claim, Employee Benefits, Claims Management, Life Insurance, Training
Education
Eastern Connecticut State University 2001 — 2004
Bachelor of Science, Communications - concentration in Public Relations
Bryan E. Soler January 2013 - Present
Washington Elementary School PTA June 2012 - Present
Atlas Capital Advisors LLC June 2012 - September 2012
Burlingame Community Education Foundation August 2011 - June 2012
The Guardian Life Insurance Company of America November 2010 - October 2011
New York Life Insurance Company May 2010 - November 2010
Primerica June 2006 - May 2010
ZipRealty, Inc. August 2004 - March 2006
Skills
Estate Planning, Insurance, Mutual Funds, Strategic Financial..., Small Business, Retirement Planning, Asset Management, Fitness, Retirement, Leadership, Investment Advisory, Portfolio Management, Marketing, Investments, Wealth Management, Financial Analysis
Education
Golden Gate University 2013 — 2017
Bachelor of Science (BS), Finance and Financial Management Services
The American College 2010 — 2014
Chartered Financial Consultant
Grace M. Davis High School 2000 — 2001
Fred C. Beyer High School 1997 — 2000
The Guardian Life Insurance Company of America November 2010 - May 2015
Unum March 2008 - November 2010
Johnny's Pizza May 2006 - March 2008
Capitol City Country Club August 2005 - October 2006
Skills
Employee Benefits, Insurance, Brokers, Disability Insurance, Life Insurance, Term Life Insurance
Education
Florida State University - College of Business 2003 — 2007
Bachelor in Science, Marketing
Walton High School 1999 — 2003
Algren Associates, Inc 1997 - Present
MobileBGA August 2015 - Present
LIFE Foundation January 2012 - December 2014
NAILBA 2003 - 2009
NAILBA 2007 - 2008
Bufkin, Hefferon & Siegel 1994 - 1997
The Guardian Life Insurance Company of America 1991 - 1994
MassMutual Financial Group 1990 - 1991
Skills
Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Long-term Care, Underwriting, Retirement Planning, Universal Life, Financial Services, Health Insurance, Term Life Insurance, Brokers, Retirement, Strategic Financial..., Securities, Reinsurance, Employee Benefits, Financial Advisory, IRAs, Financial Planning, Estate Planning, Long Term Care Insurance, Whole Life
Education
Franklin & Marshall College 1986 — 1990
BA, Business Management
Horace Mann 1981 — 1986
The Leaders Group, Member FINRA/SIPC
Registered representative
Morphotek, Inc. November 2013 - Present
Lehigh Valley Yoga April 2012 - Present
Thermo Fisher Scientific 2002 - November 2013
ASTD January 2003 - January 2005
The Guardian Life Insurance Company of America 1996 - 2002
Skills
Leadership Development, Leadership, Organizational..., Strategic Planning, Talent Management, Microsoft Office, Instructional Design, Performance Improvement, Performance Management, Training, Human Resources, Employee Relations, Management, Employee Training
Education
CTI Coach Training 2015 — 2015
Lehigh Valley Yoga 2014 — 2014
200-hour Registered Yoga Teacher Training, Yoga Alliance Certification, Ashtanga Yoga
East Stroudsburg University of Pennsylvania 1980 — 1984
Education
Temple University
Adult and Organizational Development; Elementary Education and Special Education
CMO - The Care Management Company of Montefiore Medical Center May 2014 - Present
CMO - The Care Management Company of Montefiore Medical Center September 2013 - Present
Christofle 2005 - 2010 October 2005 - January 2010
Barneys New York November 2003 - October 2005
The Guardian Life Insurance Company of America January 1999 - January 2002
The Guardian Life Insurance Company of America January 1996 - January 1999
The Guardian Life Insurance Company of America January 1992 - January 1996
The Guardian Life Insurance Company of America January 1988 - January 1992
The Guardian Life Insurance Company of America January 1986 - January 1988
Skills
Email Marketing, Customer Service, Sales Management, Fashion, Training, Management, Visual Merchandising, Sales, Merchandising, Retail, Social Networking, Human Resources, Microsoft Excel, Recruiting, Store Management, Marketing, Social Media
Education
Fashion Institute of Technology
The Guardian Life Insurance Company of America April 2011 - Present
Guardian Life Insurance Company Of America January 2008 - March 2011
Patni computers September 2004 - January 2008
Zeus Learning 2003 - 2004
Skills
SDLC, XML, Software Project..., SQL, Vendor Management, Java Enterprise Edition, Unix, Agile Methodologies, Enterprise Architecture, Oracle, SOA, Solution Architecture, Spring
Education
Hemchandracharya North Gujarat University 1999 — 2003
B E, Information Technology
NICCP 2006 - Present
Park Avenue Securities March 2011 - Present
The Guardian Life Insurance Company of America June 2010 - Present
Campus Pathway November 2006 - Present
BNI San Jose Chapter 2007 - February 2013
Stage One Partners June 1989 - October 2006
National Semiconductor February 1983 - May 1989
Skills
Financial Planning, College Counseling, Analytics, Strategic Communications, Fixed Annuities, Investments, Wealth Management, Life Insurance, Financial Services, Disability Insurance, Insurance, Marketing, Finance, Securities, Budgets, Financial Advisory
Education
Santa Clara University - Leavey School of Business 1980 — 1983
Almost, Masters, Business Administration
Hofstra University 1977 — 1980
Almost Masters, Business Administration
Georgia Institute of Technology 1970 — 1976
BSIE, Engineering conomic Systems
The Standard June 2013 - Present
The Guardian Life Insurance Company of America November 2011 - May 2013
Skills
Disability Insurance, Life Insurance, Health Insurance, Accident Insurance, Employee Benefits, Dental Insurance, Selling, Insurance, Underwriting, Vision Insurance, Employee Benefits Design, Group Insurance
Education
Gettysburg College 2006 — 2010
Bachelor's degree
The Guardian Life Insurance Company of America 2000 - Present
Physicians Computer / WebMD 1985 - 2000
Skills
AIX Administration, Unix, NetApp, Brocade, Operations Management, VMware ESX, SAN, TSM Administration, Clariion, Symmetrix, Solaris, Encryption, Replication, SRDF, IBM pSeries, Disaster Recovery, NAS, Data Center, EMC Storage, NDMP, IBM Servers, Enterprise Storage, AIX, Software Documentation, Storage, Security
Education
Penn State University 2012 — 2015
Master’s Degree, Info Systems and Cyber Security
East Stroudsburg University of Pennsylvania
Bachelor of Science (BS), Computer Science and Business Management
NFP August 2000 - Present
Corporate Benefits, Inc. March 2005 - May 2012
The Guardian Life Insurance Company of America 1995 - 1997
Skills
Disability Insurance, Life Insurance, Employee Benefits, Term Life Insurance, Public Speaking, Healthcare, Marketing, Health Insurance, New Business Development, Long-term Care
Education
Elon University 1989 — 1994
Bachelor of Science (BS), English Language and Literature, General
Elon College (University) 1989 — 1993
Bachelor of Arts (BA) - English
Deloitte Consulting 2011 - Present
Fidelity National Financial 2007 - 2009
Fidelity National Financial 2006 - 2007
The Guardian Life Insurance Company of America 2002 - 2005
Skills
Business Intelligence, Product Management, Data Analysis, Analysis, Management, Market Analysis, Leadership, Strategic Planning, SQL, Management Consulting, Strategy, Business Process..., Analytics, Business Strategy, Six Sigma, Business Development, Forecasting, Operations Management, Project Management, Project Planning, Product Development
Education
Emory University - Goizueta Business School 2010 — 2011
Master of Business Administration (MBA)
Jacksonville University
Bachelor of Business Administration (BBA)
Lehigh University
Mount Lebanon
Centennial State Financial July 2011 - Present
i Group financial March 2010 - July 2011
The Guardian Life Insurance Company of America March 2010 - July 2011
AXA Advisors January 2004 - February 2010
AXA Advisors January 1998 - December 2003
AXA Equitable March 1992 - December 1997
Skills
Leadership, Retirement Planning, Series 7, Strategic Financial..., Estate Planning, Disability Insurance, Series 63, Wealth Management, Investment Advisory, Life Insurance, Series 24, Investments, Insurance, Wealth Management..., Retirement, Fixed Annuities, Mutual Funds, Asset Allocation
Education
Fort Lewis College 1988 — 1991
BA, Management
Wheat Ridge High School 1987 — 1987
Mullen High School 1984 — 1986
The Guardian Life Insurance Company of America August 2011 - Present
All the Best Marketing December 2010 - July 2011
The Hartford Financial Services Group June 2009 - November 2010
The Hartford Financial Services Group 2008 - June 2009
The Hartford Financial Services Group 2006 - 2008
Skills
Web Content, Insurance, Financial Services, Strategic Planning, Marketing Strategy, Marketing, Marketing Communications, Email Marketing, Analysis, Strategy, Lead Generation, Social Media Marketing, Cross-functional Team..., Leadership, Marketing Management, Change Management, Product Development, E-commerce, Sales, Management, Training, Business Analysis, Sales Operations, SEO, Social Media, Market Planning, Competitive Analysis, Process Improvement
Education
Harvard Business School
MBA, Marketing & Strategy
University of Massachusetts, Amherst
BA, Psychology/Math
Contractor July 2015 - Present
NYC Department of Education February 2013 - Present
Details Oriented January 2010 - Present
The Renaissance School of the Arts November 2013 - November 2013
The Guardian Life Insurance Company of America June 2010 - September 2010
FINRA 2004 - December 2008
Arch Insurance Group 2004 - 2004
Guardian Life Insurance 1996 - 2003
CNA Insurance 1988 - 1995
Skills
Interior Design, Set Design, Administration, Furniture, Space Planning, AutoCAD, Microsoft Office, Outlook, Vendor Relations, Word, Coordination, Customer Service, Excel, Budgeting, Scheduling, Purchasing, Supervisory Skills, Event Management, Property Management, Contract Management, Proposal Writing, Vendor Management, Customer Relations, Problem Solving, Documentation, Inventory Management, Event Planning, Strategic Planning, Time Management, Research, Process Improvement, Planning, Facilities Management, Procurement, Negotiation, Public Speaking, Team Building, Contract Negotiation, Budget Management, Billing, Office Management, Teamwork, Administrative Support, Team Leadership, Forecasting, Real Estate, Mentoring, English, Windows, Operations Management
Education
New York Institute of Technology-Old Westbury 1964 — 1968
BFA, Interior and Stage Design
Hofstra University
MS, Education
The Guardian Life Insurance Company of America September 2010 - Present
Ideas to Impress LLC July 2006 - Present
MIC (Mitsubishi) Specialty Company April 2007 - December 2007
Wolff Medical Marketing & Design 2005 - 2006
Trent Imports 2002 - 2005
Esportia International 1995 - 2002
Host Apparel 1994 - 1995
Frederick Atkins 1988 - 1993
Skills
Apparel, Corporate Gifts, Trend Analysis, Sales, Marketing, Retail, Marketing Strategy, Merchandising, Product Development, Fashion, Team Building, Trade Shows, Customer Service
Education
Demarest middle school
Dwight Englewood
Fashion Institute of Technology
BS, Buying and Merchandising
Supirb Technologies June 2013 - Present
Symetra Financial March 2007 - October 2011
MetLife February 2006 - February 2007
The Guardian Life Insurance Company of America August 2003 - February 2006
Unum October 1999 - January 2003
Skills
Marketing, Sales, Project Management, Marketing Strategy, Marketing Communications, Insurance, Budgets, Disability Insurance, Social Media Marketing, Email Marketing, Analytics, Life Insurance, Health Insurance, Social Media, Online Advertising, Long Term Care Insurance, Product Marketing, Financial Services, Series 7, Management, Account Management, Long-term Care, Salesforce.com
Education
University of Alaska Anchorage 1994 — 1997
Bachelor's Degree, Communication, Journalism, and Related Programs
Gustavus Adolphus College 1990 — 1992
General
Baystate Financial May 2014 - Present
Commonwealth Financial Group December 2012 - April 2014
The Guardian Life Insurance Company of America January 2007 - November 2012
Fidelity Investments June 2005 - January 2007
Skills
Retirement, Series 6, Series 63, Life Insurance, Insurance, Sales, Financial Services, 401k, Sales Presentations, Travel, Marketing, Health Insurance
Education
Framingham State College 2002 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Catholic Memorial School 1998 — 2002
Flowserve Corporation May 2014 - Present
Flowserve Corporation May 2014 - Present
PPL Corporation March 2013 - September 2013
The Guardian Life Insurance Company of America August 2012 - February 2013
Lehigh Valley Health Network January 2012 - June 2012
The Guardian Life Insurance Company of America November 2011 - January 2012
Huntington Learning Center January 2008 - April 2009
St. Luke's Hospital, Community Health February 2004 - September 2006
Pocono Healthy Communities Alliance March 2003 - February 2004
Magellan Behavioral Health October 2001 - August 2002
Skills
Program Development, Community Outreach, Public Speaking, Mental Health, Fundraising, Social Services, Psychotherapy, Grant Writing, Staff Development, Event Planning, Program Management, Leadership, Training, Research, Management, Marketing, Recruiting, Public Relations, Nonprofits, Employee Training, Grants, Healthcare, Budgets
Education
East Stroudsburg University 1989 — 1993
Bachelor's of Science, Psychology
East Stroudsburg University of Pennsylvania 1989 — 1993
Bachelor's degree, Psychology
Philanthropic Strategies Group April 2011 - Present
The Guardian Life Insurance Company of America November 2010 - June 2012
John Hancock Financial Services 1996 - 1998
John Hancock Financial Services 1996 - 1998
Skills
Insurance, Philanthropic planning, Financial Planning, Investments, Sales, Retirement, Leadership, Financial Services, Life Insurance, Finance, Retirement Planning, Management, Fixed Annuities, Risk Management, Financial Analysis, Disability Insurance, gemology, Retail Jewelry, Diamonds, Colored Gemstones and..., Term Life Insurance, Long-term Care
Education
The American College
CLU, Life Insurance
Thomas Edison State College
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies
Gemological Institute of America 2005 — 2007
Accredited Jewelry professional, Certificate Diamonds and Diamond Grading, gemology, 2011 GIA Alumni Leadership Award
Texas Christian University
Texas Christian University
The Guardian Life Insurance Company of America 2011 - Present
Axiom 2010 - 2011
Lowenstein Sandler PC 2007 - 2009
Goodwin Procter LLP 2004 - 2007
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2000 - 2004
Skills
Corporate Governance, Mergers & Acquisitions, Joint Ventures, Private Equity, Venture Capital, Intellectual Property, Restructuring, Employment Law, Securities Regulation, Acquisitions, Divestitures, Corporate Law
Education
Fordham University School of Law 1997 — 2000
JD
Rutgers University-New Brunswick 1993 — 1997
BS, Accounting, High Honors
Pascack Hills High School 1989 — 1993
EY July 2015 - Present
BSM - Business Success Management February 2006 - Present
Credit Suisse March 2015 - June 2015
The Guardian Life Insurance Company of America October 2009 - December 2014
IMS Health August 2009 - October 2009
Sunoco March 2008 - December 2008
Northwestern Mutual January 2007 - December 2007
Aetna September 2006 - December 2006
Circuit City March 2006 - August 2006
Skills
Informatica, Databases, SQL, Visio, Business Objects, Requirements Analysis, Microsoft SQL Server, Business Analysis, Business Intelligence, Informatica..., Microsoft BI SSIS, SSRS, SAP R/3, Salesforce.com, XML, ASP.NET, QlikView Development, Perl, Tortoise SVN, Oracle Database, Oxygen XML Editor, Data Warehousing, SDLC, ETL, SSIS, Shell Scripting
Education
Fairleigh Dickinson University 2004 — 2005
Master of Science (M.S.), Electrical and Electronics Engineering
Osmania University 1999 — 2003
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Guardian Life June 2014 - Present
The Guardian Life Insurance Company of America October 2012 - June 2014
Aerie by American Eagle February 2012 - October 2012
Serfass and Serfass, P.C. January 2011 - April 2011
Skills
Customer Service, Insurance, Sales Management, Sales, Employee Benefits, Time Management, Direct Sales, Microsoft Excel, PowerPoint, Investments, Microsoft Word
Education
Moravian College 2010 — 2012
BA, Business Management
Eastern University 2008 — 2009
The Guardian Life Insurance Company of America August 1994 - Present
Skills
Public Speaking, Training, Teamwork, Customer Service, Disability Insurance, Life Insurance, Employee Benefits, Term Life Insurance, Critical Illness, Health Insurance, 401k, Insurance, Health Savings Accounts, Section 125 Plans, Account Management, Underwriting
Education
Goucher College 1987 — 1991
Bachelors of Arts, Communications/Photography
The Guardian Life Insurance Company of America 2010 - Present
Sean Combs Enterprises 2009 - 2009
MetLife International 2007 - 2008
MetLife 2003 - 2007
Office of the Bronx Borough President 2000 - 2003
Skills
Management, Public Relations, Leadership, Insurance, Risk Management, Government, Policy, Politics, International Relations, Negotiation, Strategic Communications, Strategy, Strategic Planning, Financial Services, Public Speaking, Business Strategy, Business Process..., Media Relations, Organizational..., Event Planning, Staff Development, Leadership Development, Training, Project Management, Securities
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Leadership and Global Business Specializations
Pace University School of Law
JD, Law
Fordham University
BA, Communications
John Hancock Investments June 2015 - Present
Fisher Investments January 2015 - June 2015
Fisher Investments June 2013 - January 2015
Boys Town North Florida February 2013 - May 2013
Ronald McDonald House Charities of Tallahassee August 2012 - May 2013
Florida State University September 2012 - December 2012
Ameriprise Financial Services, Inc. June 2012 - August 2012
The Guardian Life Insurance Company of America June 2011 - December 2011
Mega Ace Photography February 2011 - May 2011
Skills
Finance, Investments, Financial Services, Microsoft Excel
Education
Florida State University 2010 — 2013
Bachelor of Science (B.S.), Finance & Marketing
U. S. Financial Services, LLC October 2013 - Present
The Guardian Life Insurance Company of America April 2012 - October 2013
Bleakley, Schwartz, Cooney & Finney, LLC 1995 - 2012
J. B. Hanauer Agency, Inc. 1990 - 1995
Skills
Customer Service, Insurance, Event Planning, Microsoft Excel, Investments, Management, Time Management, Underwriting, Editing, Organizational..., Confidence Building, Community Outreach, Fixed Annuities, Microsoft Office, Communication, Spiritual Leadership, Budgets, Marketing, Social Media, Team Building, Worship Leader, Public Speaking
Education
Fairleigh Dickinson University 1973 — 1977
BA
Robin Sharma Seminars 2012 — 2012
Skillpath Management Seminars 1993 — 1995
Intel Corporation June 2015 - August 2015
The Guardian Life Insurance Company of America 2012 - 2012
Skills
Python, Linux, C++, C, Testing Automation, Information Retrieval, Microsoft Office
Education
University of Virginia
Doctor of Philosophy (PhD), Computer Science
Georgetown University 2013 — 2014
Postbaccalaureate Program, Computer Science
Penn State University 2008 — 2011
Bachelor of Arts (B.A.), Political Science
Travelers July 2012 - Present
The Guardian Life Insurance Company of America April 2008 - July 2012
Travelers Insurance 2006 - 2008
Skills
Underwriting, Insurance, Risk Management, Excel, Access, Analysis, Negotiation, Customer Service, Microsoft Office, Word, PowerPoint, Investments, Problem Solving, Forecasting, Outlook
Education
Gonzaga University - School of Business Administration 2007 — 2009
Master's, Business Administration, Finance Concentration
Gonzaga University - School of Business Administration 2002 — 2006
Bachelor's, Business Administration, Finance Concentration
Independence Care System August 2013 - Present
Cozy Home Preschool January 2005 - January 2012
Franklin Templeton Investments January 2003 - January 2005
Franklin Templeton Investments 2003 - 2005
Franklin Templeton Investments 2003 - 2005
AstraZeneca Pharmaceuticals January 2000 - January 2003
AstraZeneca 2000 - 2003
Guardian Life Insurance January 1997 - January 2000
The Guardian Life Insurance Company of America 1991 - 2000
Guardian Life Insurance January 1991 - January 1997
Skills
Event Planning, Administrative..., Office Management, Travel Arrangements, Outlook, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint
Education
Eckerd College
Liberal Arts/Human DevelopmentOngoing
Christopher Columbus H.S
Diploma, General/Business
Eckerd College
Human Development, Family Studies, and Related Services
Pasco-Hernando State College
Pasco-Hernando State College
Cedar Crest College February 2014 - Present
Weston Rehab & Nursing Center February 2013 - February 2014
Olympus December 2012 - February 2013
The Guardian Life Insurance Company of America September 2012 - November 2012
Saucon Mutual Insurance Company July 2012 - October 2012
Guardian Life Insurance Company July 2012 - August 2012
B. Braun Medical May 2011 - July 2012
Franklin & Marshall College September 2009 - May 2011
Franklin & Marshall College April 2010 - February 2011
Franklin & Marshall College February 2009 - December 2010
Skills
I am a hard worker., I am proficient in..., I have the ability to..., I have great..., I am able to multi-task..., I work well in team..., I have leadership and..., I have high commitment..., Microsoft Excel, Microsoft Word, PowerPoint, Community Outreach
Education
Franklin & Marshall College 2007 — 2011
Bachelor of Arts (B.A.), Business and Psychology (Double Major)
The Guardian Life Insurance Company of America February 2012 - Present
Lakeland Children's Center October 2009 - February 2012
Financial Professionals Group, Inc. 2007 - 2009
Westworks 2003 - 2006
Skills
Disability Insurance, Insurance, Health Insurance, Employee Benefits, Life Insurance, Customer Service, Term Life Insurance, Data Entry, Event Planning, Fundraising
Education
Fullerton College 1985 — 1988
AA, Child Development
Ignite - Turning Energy into Income March 2011 - August 2014
Penn Treaty Network America February 2008 - August 2008
The Guardian Life Insurance Company of America September 2007 - February 2008
Crump Insurance May 2005 - September 2007
Education
HACC, Central Pennsylvania's Community College 2000 — 2005
Associate, Liberal Arts
Crossmark May 2013 - Present
Jo-Ann Stores, Inc. October 2011 - Present
Kohl's Department Store October 2006 - Present
Metro Tile Marble January 2000 - December 2007
The Guardian Life Insurance Company of America January 1983 - December 1999
Skills
Customer Service
Education
Fashion Institute of Technology
BS, Production Management Apparel
Queensborough Community College
Associate, Business Administration
Gwynedd Mercy University May 2004 - Present
Starfire Technologies, Inc 2001 - 2004
The Guardian Life Insurance Company of America 1995 - 2001
University City Science Center 1990 - 1995
Skills
Windows Server, Virtualization, Servers, Troubleshooting, Security, Cloud Computing, Firewalls, VPN, Integration, Network Administration, Management, Operating Systems, Databases, Networking, Infrastructure, Higher Education, Project Management, Teaching, Microsoft Office, Leadership, SharePoint, Windows
Education
La Salle University 1988 — 1992
Bachelor of Science in Business Administration, Management Information Systems and Services
Gwynedd Mercy University 2007 — 2012
Master of Science in Education
Hub International October 2013 - Present
State Farm - Tony Brooks Agency September 2009 - July 2013
Waterstone Foods - Biffs Blue Ribbon BBQ Sauce July 2007 - July 2012
Hub Northwest March 2008 - June 2009
BNI 2008 - 2009
The Guardian Life Insurance Company of America 2007 - 2008
Aflac 2006 - 2007
State Farm Insurance October 2003 - July 2006
Safeco Life Insurance May 1993 - October 2003
Marsh & McLennan August 1990 - May 1993
Skills
Insurance, Small Business, Casualty, Disability Insurance, Customer Service, Retirement, Term Life Insurance, Management, Life Insurance, Sales, Claim, Property & Casualty..., Long-term Care
Education
Edmonds Community College 1989 — 1991
Business Management
Meadowdale High School 1984 — 1988
The Guardian Life Insurance Company of America February 2012 - Present
Retired Music Industry Family June 2004 - Present
The Guardian Life Insurance Company of America February 2010 - January 2012
ReganBooks, an imprint of HarperCollins March 2002 - February 2004
Gemstar – TV Guide, International May 1999 - July 2001
ReganBooks, an imprint of HarperCollins March 1996 - April 1999
HarperCollinsCollegePublishers August 1994 - March 1996
Lifetime Hoan Corporation February 1991 - August 1994
Education
Fashion Institute of Technology 1985 — 1989
BS, Marketing; minor in Home Furnishings
Guardian Life Insurance Company of America - Central Ohio Agency July 2015 - Present
Guardian Life March 2014 - July 2015
Guardian Life February 2013 - March 2014
The Guardian Life Insurance Company of America July 2008 - February 2013
The Guardian Life Insurance Company of America January 2007 - July 2008
Ferrellgas July 2005 - January 2007
Mr. Wok January 2001 - June 2005
Skills
401k, Life Insurance, Benefits Administration, Corporate Benefits, Disability Insurance, Employee Benefits, FMLA, Training, Microsoft Office, Customer Service, Leadership
Education
Webster University 2005 — 2006
MA, Human Resource Management
Eastern Washington University 2001 — 2005
BA, Government
Lazard December 2013 - Present
Princeton University March 2013 - November 2013
Princetion University March 2013 - November 2013
The Guardian Life Insurance Company of America August 2012 - January 2013
Columbia University June 2011 - August 2012
NetApp March 2010 - June 2011
Fannie Mae June 2009 - December 2009
DCP Midstream October 2008 - April 2009
AT&T June 2007 - September 2008
Honda Motors August 2005 - June 2007
Skills
PeopleSoft, ERP, Business Analysis, Integration, Business Intelligence, Accounts Payable, Project Management, GL, PeopleTools, Production Support, Requirements Analysis, SDLC, Software Project..., Accounts Receivable, Oracle, SQL, Requirements Gathering, Consulting, PeopleCode, Data Warehousing, System Administration, Java, Business Process, Databases, Crystal Reports, Software Development, PL/SQL, Enterprise Architecture
Education
Fairleigh Dickinson University 2001 — 2003
Master of Science (MS), Computer Science
Institute Of Technology And Management 1996 — 2000
B.E, Comp Sc.
The Guardian Life Insurance Company of America July 2012 - Present
BlackRock March 2011 - February 2012
ING Investment Management December 2010 - March 2011
New York Life Insurance Company November 2008 - November 2010
Citi January 2004 - November 2008
IKON Office Solutions December 2002 - January 2004
IKON Office Solutions December 1999 - December 2002
Education
Franklin & Marshall College 1990 — 1994
The Baldwin School
The Guardian Life Insurance Company of America December 2012 - Present
Numerix April 2008 - November 2012
UBS 2001 - 2007
Falk Communications 1997 - 2001
Skills
Event Management, Conferences, Event Marketing, Events, Marketing, Event Planning, Social Media Marketing, Email Marketing, Public Relations, Marketing Strategy, Strategy, Management, Online Advertising, Direct Marketing, Budgets, Strategic Planning, Marketing Communications, Advertising, Leadership, Fundraising
Education
East Stroudsburg University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), Communications
The Guardian Life Insurance Company of America October 2009 - Present
Park Avenue Securities September 2005 - October 2009
Education
Hofstra University 1991 — 1994
The Guardian Life Insurance Company of America May 2011 - Present
BlackRock, Inc. January 2010 - May 2011
McKinsey & Company, Inc July 2007 - November 2009
The Princeton Review, Inc January 2005 - July 2007
Sanofi-Synthelabo, Inc December 2003 - January 2005
American Thoracic Society June 2003 - December 2003
New York Presbyterian Hospital June 2002 - June 2003
Skills
Vendor Management, Contract Management, Procurement, Legal Writing, Management, Corporate Law, Strategic Sourcing, Sourcing, Negotiation, Budgets, Licensing, Purchasing, Outlook, Leadership, Analysis
Education
Pace University - Lubin School of Business 2006 — 2016
MBA, Strategic Management
New York University-School of Continuing & Professional Studies 2003 — 2004
ABA, approved Paralegal
Hampton University 1998 — 2002
BA, Mass Media Arts
The Dispatch Printing Company 2000 - Present
The Guardian Life Insurance Company of America 1998 - 2000
Skills
Legal Compliance, Employee Relations, Employee Benefits, Workers Compensation, Unemployment, Compensation Structure..., Strategic Planning, Organizational Structure, Compensation Structures, Talent Management, Team Building, Management, Employment Law, Employee Engagement, Performance Management, Human Resources, Training, Onboarding, Budgets, Personnel Management, Deferred Compensation, Newspapers, Talent Acquisition, Recruiting, Hiring, Organizational..., Employee Training, Applicant Tracking...
Education
Franklin University
Bachelor of Applied Science (BASc), Business Administration, Minor HR
The Guardian Life Insurance Company of America April 2007 - Present
Berkshire Life March 2003 - April 2007
Berkshire Life 2001 - 2003
Marketing Data Management Systems, Inc. 1997 - 2001
Epsilon Data Management 1992 - 1997
Besse-Clarke 1980 - 1992
Skills
Disability Insurance, Insurance, Brokers, Long Term Care Insurance, Financial Planners, Financial Services, Long-term Care, Sales, Term Life Insurance, Series 7, Income Protection, Life Insurance, Investments, Retirement Planning, Fixed Annuities, Financial Advisory, Retirement
Education
Excelsior College 2004 — 2011
Risk Management and Insurance
The Guardian Life Insurance Company of America January 2012 - Present
Guardian Life Insurance Company April 2007 - December 2011
The Guardian Life Insurance Company of America 2001 - April 2007
Razorfish September 1997 - July 2001
Siegel & Gale June 1995 - September 1997
Education
Rensselaer Polytechnic Institute 1994 — 1996
M.S., Technical Communication
Franklin & Marshall College 1990 — 1994
B.A., English
Guardian Life Insurance 2012 - Present
The Guardian Life Insurance Company of America April 2011 - Present
Guardian Life Insurance Company of America 2007 - April 2011
Lehman Brothers 2006 - 2006
Skills
Financial Risk, Business Analysis, GLBA, Access, Vendor Management, Risk Management, IT Audit, Disaster Recovery, Sarbanes-Oxley Act, Information Security, Finance, Management, Financial Services, Business Continuity, SDLC, IT Management, Security, Testing, Information Technology, Information Security..., PMO, Process Improvement, IT Strategy, Governance, Visio, Enterprise Architecture, Business Process..., Project Management, Insurance, Internal Controls, Financial Analysis, Enterprise Risk..., Variable Life, IT Operations
Education
Hofstra University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Rider University
Master of Business Administration (MBA), Strategic Planning
Sears Holdings Corporation September 2014 - Present
Sears Holdings Corporation May 2013 - September 2014
Sears Holdings Corporation August 2012 - May 2013
Sears Holdings Corporation November 2011 - August 2012
Sears Holdings Corporation March 2011 - November 2011
The Guardian Life Insurance Company of America October 2009 - March 2011
Dow Jones May 2009 - September 2009
Fairleigh Dickinson University June 2008 - May 2009
Daiichi Sankyo May 2008 - November 2008
Fairleigh Dickinson University January 2007 - May 2008
Skills
Talent Management, Employee Engagement, Onboarding, Policy, Organizational..., Mentoring, Career Development, Training & Development, recruiting, Facilitation, Learning, Performance Measurement, Recruiting, Workshop Facilitation, Leadership Development, Employee Training, Coaching, Facilitators, Employee Benefits, Training, New Hire Orientations, Strategy
Education
Fairleigh Dickinson University 2004 — 2010
BA/MA Accelerated, Industrial/Organizational Psychology Program
The Guardian Life Insurance Company of America February 2010 - Present
Blackrock August 2005 - February 2009
HSH Nordbank May 2003 - August 2005
LSTA - Loan Syndications and Trading Association May 2002 - May 2003
Rabobank 1986 - 2000
Skills
Banking, Investments, Fixed Income, Loans, Leadership, Trading, Credit, Capital Markets, Portfolio Management, Derivatives, Management, Training, Project Management, Customer Service, Financial Risk, Internal Controls, Bloomberg, Business Analysis, Mutual Funds, Bonds
Education
Fordham University 2006 — 2010
MA, Public Communication
Fordham University
BA, Economics
The Guardian Life Insurance Company of America March 2011 - Present
Mercedes Distribution Center October 2010 - March 2011
AXA Equitable January 1990 - December 2008
Skills
ChFC, CLU, Financial Analysis, FLMI, Senior Management..., Expense Budget..., Training and..., Forecasting, Business Development, Executive Management, Budgets, Finance, Project Management, Insurance, Recruiting, Strategic Financial..., Financial Services
Education
Stony Brook University 2009 — 2010
Graduate Certificate, Health Care Management
Fordham University - Graduate School of Business Administration
MBA, Finance, Information Systems
The Guardian Life Insurance Company of America March 2012 - Present
Guardian Life Insurance Company of America 2010 - March 2012
Guardian Life Insurance November 2008 - March 2010
KPMG 2006 - 2008
Dun & Bradstreet 2002 - 2006
PSE&G 1996 - 2002
PSE&G 1996 - 1999
Trellis Network Services 1995 - 1996
Bankers Trust 1988 - 1995
Rediform Office Products 1985 - 1988
Skills
Security, Program Management, Project Portfolio..., Offshore Project..., Operations Management, Security Management, Identity Management, Management Consulting, Information Security..., Vendor Management, Public Speaking, Organizational..., Organizational..., Partner Relationship..., Cross-functional Team..., Outsourcing Management, IT Strategy, Enterprise Architecture, Governance, Partner Management, Project Management, Risk Management, SDLC, ITIL, Solution Architecture, IT Management, Business Continuity, SharePoint, Consulting, Outsourcing, Business Process, Data Center, Infrastructure, Enterprise Software, Firewalls, PMO, Disaster Recovery, Servers, Information Technology, PMP, Software Development, Computer Security, IT Service Management, Management, Cisco Technologies, Information Security, Networking
Education
University of Phoenix 2002 — 2004
MBA, Business
Computer Learning Center
Certificate, Mainframe Operations
Felician College
BA, Management
Norfolk State University
Computer Science
OppenheimerFunds, Inc. December 2011 - Present
The Guardian Life Insurance Company of America September 2009 - October 2011
Marsh Executive Benefits - Marsh & McLennan Companies June 2007 - September 2009
Merrill Lynch November 2006 - June 2007
Skills
Alternative Investments, Asset Allocation, Defined Benefit, Disability Insurance, Finance, Financial Advisory, Financial Services, Investments, Mutual Funds, Life Insurance, Pensions, Retirement, Series 63, Series 7, Retirement Planning, Wealth Management
Education
Fairleigh Dickinson University 2001 — 2004
BS, Finance
Anthem November 2014 - Present
thankyouBottle.com December 2011 - Present
The Guardian Life Insurance Company of America April 2013 - November 2014
Mutual of Omaha, 99 Wall Street, NY, NY 10005 January 2011 - April 2013
MetLife May 2002 - February 2011
Metropolitan Life Insurance Company July 1997 - May 2002
Skills
Sales Management, Dental, Customer Relations, Marketing Strategy, New Business Development, Sales, Group Life, Group Disability, Dentistry, Customer Service, Employee Benefits, Disability Insurance, Health Insurance, Selling, Insurance, Term Life Insurance, Disabilities, Direct Sales, Life Insurance, Brokers, B2B, Account Management, Management, Underwriting, Strategic Planning
Education
Hofstra University 1993 — 1997
BA, Finance
S. Ventor Consulting April 2014 - Present
Midland Park Library 2010 - Present
Boro of Midland Park 2008 - 2010
The Guardian Life Insurance Company of America 1991 - 2003
J. Walter Thompson 1988 - 1990
Ascom Timeplex 1985 - 1988
GHK 1984 - 1985
Skills
Project Planning, Facilities Management, Management, Project Management, Microsoft Office, Budgets, Coordinating Schedules, Payments, Space planning, Interior Design, Customer Service, Lease Administration, Sales Management, Marketing Strategy, Small Business, New Business Development
Education
Fairleigh Dickinson University 1986 — 1991
MBA, Management
Syracuse University 1980 — 1984
B.S., Interior Design
Daymon Worldwide July 2014 - Present
Daymon Worldwide August 2013 - July 2014
The Guardian Life Insurance Company of America February 2010 - August 2013
American Express September 2007 - July 2009
Mount Sinai Medical Center April 2004 - September 2007
JPMorgan Chase July 1995 - September 2003
Education
Eastern Illinois University
MS, Administration
State University of New York College at Cortland
BS, Education
ANN INC. April 2014 - Present
ANN INC. January 2013 - April 2014
ANN INC. February 2011 - January 2013
The Guardian Life Insurance Company of America September 2009 - February 2011
Liz Claiborne July 2008 - July 2009
Morgan Stanley June 2007 - February 2008
Franklin Templeton Investments March 2005 - June 2007
Skills
Forecasting, Hyperion Enterprise, Sarbanes-Oxley Act, General Ledger, Essbase, Budgets, Finance, JD Edwards, Microsoft Excel, Portfolio Management, Financial Analysis, Bloomberg, Financial Modeling, Investments, Due Diligence, Strategic Financial..., Payroll, Asset Managment, Corporate Finance, SAP, Community Outreach, Cognos, Analysis
Education
Florida State University - College of Business 2001 — 2004
Bachelors, Finance
The Guardian Life Insurance Company of America June 2012 - Present
Bollinger Insurance June 2009 - May 2012
Education
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Bachelor of Science, Business Administration, Marketing
NBCUniversal, Inc. March 2015 - Present
The Guardian Life Insurance Company of America June 2012 - January 2015
The Guardian Life Insurance Company of America August 2011 - June 2012
OpenLink Financial June 2010 - July 2011
Winged Keel Group August 2008 - September 2009
Congressman Jerry Nadler January 2008 - May 2008
Skills
Amazon Web Services..., Windows Azure, .NET, C#, Java, Python, SQL, XML, JavaScript, Business Analysis, Spring Framework, Integration, Requirements Analysis, Quality Assurance, Testing, Oracle, Analysis, HTTP, AJAX, CSS, Spring, JUnit, Tomcat, WebSphere Application..., HTML5, PostgreSQL, Cloud Applications, Cloud Computing, Agile Methodologies, REST
Education
Fordham University 2006 — 2010
BA, Economics
The Guardian Life Insurance Company of America August 2015 - Present
The Guardian Life Insurance Company of America September 2008 - August 2015
Neace Lukens August 2005 - September 2008
Skills
Health Insurance, Employee Benefits, Disability Insurance, Sales, Underwriting, Life Insurance, Term Life Insurance, Health Savings Accounts, Long-term Care, Account Management, Benefits Administration, Brokers, Insurance, COBRA, Critical Illness
Education
Georgetown College
Bachelor of Science (B.S.), Marketing
The Guardian Life Insurance Company of America September 2006 - Present
The Guardian Life Insurance Company of America June 2006 - November 2007
Aetna September 2005 - June 2006
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1995
Management, Business
Essex County College 1987 — 1991
Business Administration, Business Management
Alliant Insurance Services May 2015 - Present
Alliant Insurance Services January 2014 - May 2015
Alliant Insurance Services January 2012 - January 2014
Alliant Insurance Services August 2011 - January 2012
The Guardian Life Insurance Company of America September 2009 - August 2011
Friends of the Farm Northport Inc 2001 - 2010
Reliance Standard July 1998 - August 2000
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Adobe Acrobat, Marketing, Management, Employee Benefits, Health Insurance, Insurance, Brokers, Disability Insurance, Fundraising, Health Savings Accounts, Life Insurance, New Business Development, Sales, Term Life Insurance, Underwriting
Education
Fordham University 2005 — 2009
B.A., History, Italian
The Guardian Life Insurance Company of America July 2010 - Present
The Guardian Life Insurance Company of America July 2011 - April 2012
Prudential Insurance Company of America April 2008 - December 2009
Phoenix Life Insurance Company September 2002 - April 2008
Massachusetts Mutual Life Insurance Company March 1996 - September 2002
Connecticut Mutual Life Insurance Company September 1995 - March 1996
The Equitable Life Assurance Society of the United States April 1989 - October 1994
Mutual Life Insurance Company of New York February 1987 - April 1989
New York Life Insurance Company September 1982 - February 1987
March of Dimes Birth Defects Foundation November 1978 - September 1982
Skills
Insurance, Compliance, Negotiation, Corporations, Marketing, Life Insurance, Product Development, Reinsurance, Corporate Governance, Risk Management, Insurance Law, Financial Services, Contract Negotiation, Claim, Corporate Law, FINRA, Mediation, Legal Liability, Series 24, Enterprise Risk..., Fixed Annuities, Liability, Legal Research, Underwriting, Licensing, Health Insurance, Arbitration, Workers Compensation, Executive Management, Due Diligence, Finance, Series 7, SEC, Claims Management, Variable Annuities, Financial Risk, Securities Regulation, Retirement Planning, Disability Insurance, Legal Compliance, Investments, Asset Management, Real Estate, Employment Law, Litigation Management, Privacy Law, Retirement, Estate Planning, Commercial Litigation, 401k
Education
Fordham University School of Law 1973 — 1977
JD
Fairfield University 1965 — 1969
BA, History
Christian Brothers Academy 1961 — 1965
College Preparatory
The Guardian Life Insurance Company of America March 2014 - Present
The Guardian Life Insurance Company of America January 2013 - March 2014
The Guardian Life Insurance Company of America July 2012 - December 2012
National Institute of Justice March 2012 - December 2012
Monroe Career & Technical Institute June 2007 - September 2008
Skills
Computer Security, Troubleshooting, Windows, Linux, Symantec Endpoint..., Threat & Vulnerability..., McAfee Vulnerability..., Security Patch..., Microsoft Office, Computer Repair, Inventory Management, Risk Analysis, Malware Analysis, Computer Maintenance, McAfee Enterprise..., Incident Handling, Public Speaking, Technical Writing, SharePoint
Education
East Stroudsburg University of Pennsylvania 2009 — 2012
Computer Security, Bachelor of Science, Computer Security
Northampton Community College 2007 — 2009
Computer Information Technology – Networking Option, Associate in Applied Science Degree, Computer Information Technology – Networking
Monroe Career & Technical Institute 2004 — 2007
Certificate of Completion, Computer Repair, Networking and Security
Mile2
Linde Gas October 2010 - Present
The Guardian Life Insurance Company of America September 2009 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, HTML
Education
Elizabethtown College 2005 — 2009
Bachelor of Science (BS), Biology, General
Guardian Life September 2013 - Present
MarketCounsel, LLC January 2013 - August 2013
The Guardian Life Insurance Company of America January 2011 - January 2013
Superior Court of New Jersey August 2009 - December 2010
Skills
Legal Writing, Legal Research, Litigation, Commercial Litigation, Corporate Law, Civil Litigation, Westlaw, Appeals, Mediation, Securities Regulation, Intellectual Property, Corporate Governance
Education
University of Miami School of Law 2005 — 2008
JD, Law
Georgetown University 2000 — 2004
BA, Government
The Guardian Life Insurance Company of America October 2010 - Present
Aflac Insurance April 2010 - October 2010
R. Navarro & Associates August 2007 - April 2010
Education
National University 2007 — 2009
Bachelor of Science, Financial Management
Franklin University 1990 — 1992
The Guardian Life Insurance Company of America June 2008 - Present
The Guardian Life Insurance Company of America October 2005 - June 2008
The Guardian Life Insurance Company of America August 2002 - August 2003
Interboro Mutual Indemnity Insurance Company June 1999 - July 2002
Skills
Statutory Accounting, Financial Reporting, GAAP, Process Improvement, Financial Analysis, Essbase, Financial Statements, PeopleSoft, Microsoft Office, Sarbanes-Oxley Act, General Ledger, Accounts Payable, Financial Accounting, Strategic Financial..., Finance, US GAAP, Insurance, Internal Controls, Variance Analysis, Accruals, Auditing, Sarbanes-Oxley, Analytics, Compliance, Internal Audit, Project Management, Cash Management, Account Reconciliation, Accounting, Hyperion Enterprise, Bank Reconciliation, Financial Modeling, Management, Financial Audits, Risk Management, Financial Risk, Access, Financial Services, CPA, Tax, SEC filings, Business Process..., Analysis, Mergers, Financial Planning
Education
Hofstra University 2005 — 2009
Master of Business Administration (MBA), Accounting
SUNY College at Old Westbury 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Finance
The Guardian Life Insurance Company of America June 2011 - Present
The Devereux Foundation December 2010 - June 2011
Shawnee Academy June 2009 - December 2010
Weis Markets September 2007 - June 2009
Shawnee Academy August 2008 - May 2009
Weis Markets April 2004 - August 2007
Jack Frost Mountain December 2004 - March 2006
Skills
PowerPoint, Word, Access, Excel, Customer Service, Analysis, Mental Health, Microsoft Excel, Adolescents, Accounts Receivable, Time Management, Microsoft Office, Leadership, Social Media, Retail, Performance Management, Employee Benefits, Data Entry, Telephone Skills, Teamwork, Software Documentation, Outlook
Education
East Stroudsburg University of Pennsylvania 2007 — 2009
Bachelor's Degree, Sociology/Social Work
Northampton Community College 2005 — 2007
Associate's Degree, Secondary Education
RS Investments January 2004 - Present
The Guardian Life Insurance Company of America December 1996 - Present
Skills
Fixed Income, Hedge Funds, Management, Series 7, Portfolio Management, Investments, Securities, Equities, Bloomberg, Mutual Funds, Asset Allocation, Bonds, Capital Markets, Derivatives, Alternative Investments
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
St. John's University
Bachelor of Arts (B.A.), Finance, General
N/A March 2013 - Present
The Guardian Life Insurance Company of America March 1987 - March 2013
Skills
Disabilities, Underwriting, Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Reinsurance, Health Insurance, Risk Management, Whole Life, Claim, General Insurance, Dentistry, Critical Illness, Casualty, Liability, Professional Liability, Group Insurance, Employee Benefits, Universal Life
Education
Georgia Military College-Milledgeville Campus
Kauai Community Colle
Citi Personal Wealth Management 2012 - Present
Wells Fargo Private Bank 2004 - 2012
Lassus Wherley & Associates 2001 - 2004
AMG National Trust Bank 2000 - 2000
The Guardian Life Insurance Company of America 1997 - 2000
U.S. Trust Company of New York 1993 - 1997
Skills
Wealth Management..., Wealth, High Net Worth..., Estate Planning, Strategic Financial..., Retirement, Investments, Financial Advisory, Trust Services, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Banking, Asset Management, Asset Allocation, Portfolio Management, Securities, Financial Planning
Education
Pace University 2000 — 2001
Certified Financial Planning Program, Financial Planning
Hofstra University 1986 — 1990
Bachelor of Business Administration (BBA), Finance / Banking
Floral Park Memorial HS
The Guardian Life Insurance Company of America June 2011 - Present
Education
East Stroudsburg University of Pennsylvania 2007 — 2011
Union Banc Investment Services July 2009 - Present
Transamerica April 2008 - May 2009
The Guardian Life Insurance Company of America June 2007 - April 2008
Nationwide Financial April 2005 - May 2007
PLANCO May 2003 - February 2005
Federated Investors March 2000 - May 2003
WM Financial Services 1996 - 2000
Skills
Securities..., 63, 65, Marketing, Wealth Management, Series 7, Asset Allocation, Fixed Annuities, Variable Annuities, Sales, Mutual Funds, Finance, Retirement, Retirement Planning, Series 63, Separately Managed..., Series 65, Financial Advisory, Investments
Education
Hanover College 1986 — 1990
Daymon Worldwide January 2015 - Present
Swift Transportation May 2014 - December 2014
NASDAQ September 2013 - April 2014
The Guardian Life Insurance Company of America June 2012 - September 2013
International Fund Services (Ireland) Ltd, A State Street Company December 2009 - December 2010
EisnerAmper LLP September 2008 - September 2009
NASDAQ December 2006 - June 2008
Skills
Tax, Finance, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, GAAP, Financial Accounting, US GAAP, Accounting, Internal Controls, Financial Statements, Strategic Financial..., Account Reconciliation, Auditing, Hyperion Enterprise, General Ledger, Forecasting, Financial Planning, Budgeting, Analysis, P&L Analysis, P&L Forecasting
Education
Fairleigh Dickinson University 2011 — 2012
MBA, Finance
Pace University 2004 — 2008
BBA, Public Accounting
Foley Connelly Financial Partners and Benefits Group April 2009 - Present
Foley Connelly Benefits Group April 2009 - Present
Aflac April 1999 - Present
The Guardian Life Insurance Company of America April 2005 - January 2006
MassMutual Financial Group April 2002 - March 2005
Skills
Medicare, Customer Service, Microsoft Office, Commercial Insurance, Microsoft Excel, Strategic Financial..., Property & Casualty..., PowerPoint, Microsoft Word, Sales, Disability Insurance, Long-term Care
Education
The American College 1996 — 1997
Certificate, Personal Training & Nutrition
Hampshire College 1971 — 1972
Social Sciences
Holyoke Community College 1969 — 1972
Associate of Arts and Sciences (AAS), English, Sociology and Psychology
Soreff Law December 2013 - Present
Verizon Wireless October 2003 - June 2012
Verizon Wireless January 2003 - January 2012
Capital Blue Cross December 2001 - October 2003
Capital Blue Cross January 2001 - January 2003
The Guardian Life Insurance Company of America August 1987 - December 2001
Pennsylvania State Unemployment Office August 1980 - May 1987
Skills
Data Entry, Insurance, Outlook, Microsoft Office, Microsoft Word, Accounts Receivable, Training, Customer Service, Customer Retention, Troubleshooting, Account Management, Bilingual-Spanish, Bilingual Proficiency, Immigration Issues, Immigration Law, Legal Research, Medical Terminology, Familiar with Medical..., HIPAA, Health Insurance, PowerPoint, Time Management, Teamwork, Customer Oriented, Claim Investigation, Claims Resolution, Claims Handling, Ownership, Telecommunications..., Billing Solutions, Medical Billing, Unemployment Claims, Subrogation, Phone Etiquette
Education
Highline Community College 2013 — 2013
Certificate, Paralegal
East Stroudsburg University of Pennsylvania 1974 — 1976
Bachelor of Science (BS), Elementary Education and Teaching, Cum Laude graduate
Northampton Community College 1972 — 1974
Associate of Science (A.S.), Early Childhood Education and Teaching
Catasauqua High School 1969 — 1972
Bellevue College
Community Service
East Stroudsburg University
Bachelor of Science, Elementary Education
PTSA Secretary, Odle Middle School
Allied Healthcare Services June 2013 - Present
Computer Troubleshooters January 2006 - January 2010
The Guardian Life Insurance Company of America July 1999 - November 2005
Education
Fordham University 1979 — 1983
Bachelor of Arts (B.A.)
Cardinal Spellman
Penn Mutual 2012 - April 2013
The Guardian Life Insurance Company of America 2009 - 2011
New York Life 2001 - 2010
Skills
LUTCF, Financial Advisory
Education
Eastern Illinois University 1991 — 1996
Bachelor of Science (BS), Environmental Biology
South Shore Hospital June 2003 - Present
The Guardian Life Insurance Company of America May 1995 - June 2002
Payco General 1993 - May 1995
Skills
Customer Service, Meditech, Typing, Medical Terminology, Microsoft Office, Lotus Notes, Collections, Accounts Receivable, Medical Billing, Legal, HIPAA, Insurance, Training
Education
Eastern Nazarene College 2001 — 2002
Paralegal Studies
Emmanuel College 1984 — 1989
Biochemistry
K&M Unibody Works May 2010 - Present
The Guardian Life Insurance Company of America June 2007 - November 2009
Skyway Cafe 2005 - June 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Customer Satisfaction, Teamwork, Inventory Management, Data Entry
Education
Eastern Washington University 2003 — 2007
Bachelor of Business Administration
Arvest Asset Management February 2013 - Present
The Guardian Life Insurance Company of America October 2005 - December 2012
ARAMARK April 2004 - April 2005
Cleveland Regional Medical Center December 1994 - April 2004
Healthcare Services Group January 1992 - November 1994
Skills
Series 7, Series 24, Series 66, Compliance, Financial Services, Life & Health Insurance..., Variable Annuities
Education
Gardner-Webb University 2002 — 2004
Master of Business Administration (MBA)
The Citadel 1986 — 1990
B.S. Business Administration