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
The Hartford June 2013 - Present
The Hartford May 2012 - August 2012
United Technologies May 2011 - August 2011
UnitedHealthcare June 2010 - August 2010
The Guardian Life Insurance Company of America May 2007 - July 2009
Skills
Recruiting, Human Resources, Talent Acquisition, Talent Management, Onboarding, Interviews, Leadership, Leadership Development, Public Speaking, College Recruiting, Management, Sourcing, Time Management, Performance Management, Claim, Subrogation, Asbestos, Commercial Insurance, Property & Casualty..., Workers Compensation
Education
The University of Connecticut
Master of Business Administration (MBA)
University of Hartford 2009 — 2013
Bachelor in Political Science
The University of Connecticut School of Law 2015 — 2019
Juris Doctor (J.D.)
Underwriting Consultant June 2013 - Present
Aon Corporation November 2011 - September 2012
Gerber Life May 2006 - January 2010
The Guardian Life Insurance Company of America August 2004 - November 2005
BISYS Retirement Services May 2003 - July 2004
Kelly Services May 2002 - May 2003
Prudential Financial April 1997 - May 2002
United States Navy January 1982 - September 1988
United States Air Force December 1970 - November 1974
Skills
Insurance, Health, Underwriting, Disability Insurance, Employee Benefits, Claim, Brokers, Property & Casualty..., Reinsurance, Risk Management, Fixed Annuities, Claims Management, Accident, Financial Services, Workers Compensation, Liability, Finance, Legal Liability, Long-term Care, Call Centers, Retirement, Critical Illness, Strategic Financial..., Universal Life, Casualty, Whole Life, Financial Risk, Medicare, Health Savings Accounts, Professional Liability, Commercial Lines, Homeowners, Long Term Care Insurance, Employment Practices..., D&O, Financial Planners, 401k, Insurance Brokerage, Retirement Planning, Commercial Insurance, Permanent Life Insurance, IRAs, Umbrella Insurance, Inland Marine, Small Business, Management, Group Insurance, Portfolio Management, Pensions, Liability Analysis
Education
University of Alabama 1978 — 1982
Bachelors of Arts, Communications
University of Alabama
Masters, Communications
The Guardian Life Insurance Company of America 1967 - Present
Skills
Nonprofits, Retirement Planning, Estate Planning, Life Insurance, Leadership, Fixed Annuities, Retirement, Disability Insurance
Education
The University of Georgia 1960 — 1964
Bachelor of Arts (B.A.), Economics
The American College
Chartered Life Underwriter (CLU®)
Mike Brattlof Homes Inc. May 2014 - Present
The Guardian Life Insurance Company of America September 2012 - May 2014
Cassity Jones Lumber & Building Materials October 2004 - August 2012
Guardsmark January 1998 - November 2003
Skills
Disability Insurance, Life Insurance, Retirement Planning, Income Protection, Insurance Planning, Series 6/63, Strategic Financial..., Residential Construction
Education
Central Missouri State University 1994 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Eleven Experience August 2014 - Present
The Guardian Life Insurance Company of America January 2005 - August 2014
Atlanta Technology Angels 2012 - 2012
Atlanta Journal-Constitution January 2001 - 2004
Skills
Insurance, Sales, Account Management, Cold Calling, Sales Management, Health Insurance, Employee Benefits, Group Insurance, Customer Service, Sales Operations, Sales Presentations, Selling, Sales Process, Direct Sales, Angel Investing, Disability Insurance, Life Insurance, Customer Retention, Time Management, Strategic Planning, Leadership
Education
The University of Georgia 2000 — 2004
Bachelor of Science (BS), Political Science and Government
University of Waikato 2003 — 2003
The Guardian Life Insurance Company of America January 2014 - Present
The Guardian Life Insurance Company of America June 2009 - January 2014
Education
Texas A&M University
University of Houston
Bachelor of Business Administration (B.B.A.), Finance, General
Regions Financial Corporation December 2007 - Present
Protective Life September 2004 - July 2007
The Guardian Life Insurance Company of America August 2002 - September 2004
Health Partners dba The Oath October 1996 - May 2002
Parisian, Inc. September 1994 - October 1996
Southeast Health Plan July 1990 - September 1994
Skills
Employee Benefits, Human Resources, Account Management, Vendor Management, Client Relationship..., Team Leadership, Creative Writing, Organizing, Project Planning, Project Implementation, Public Speaking, Product Marketing, Staff Management, Wellness Initiatives, Benefits Communication, Benefits Administration, Interviewing, Team Building, Customer Relations, Benefits, Microsoft Office, Negotiation, Career Development, Corporate Wellness, Health Promotion, Event Planning, Website Copy, Employee Engagement, Change Management, Communications Planning, Public Relations, Corporate Communications, Budgets, Insurance, Customer Service, Interviews, Program Management, Marketing Communications, Employee Relations
Education
UAB 1984 — 1985
BA, Communications - Public Relations
University of Alabama 1981 — 1983
Communication, Journalism, and Related Programs
Entellus Medical February 2013 - Present
The Guardian Life Insurance Company of America January 2012 - January 2013
Skills
Sales Process, Sales Presentations, Medical Devices, Manage Client..., People Skills, Medical Procedures, Surgery, ENT, Product Launch, Selling Skills, Operating Room, Cold Calling, Capital Equipment, Orthopedic, Sales Force Development, Market Development, Sales, Sales Operations, Management, Orthopedics, Sales Management, Surgical Instruments
Education
The University of New Mexico 2007 — 2010
Bachelor of Arts (B.A.), Biology, General
Workers' Compensation Reinsurance Association (WCRA) February 2014 - Present
Bunch CareSolutions January 2011 - December 2013
Sedgwick CMS December 2004 - January 2011
Harleysville Insurance June 1998 - December 2004
Sentry Insurance June 1990 - June 1998
The Guardian Life Insurance Company of America June 1988 - June 1990
Skills
Managed Care, Workers Compensation, Insurance, Claim, Account Management, Leadership, Team Building, Healthcare, Project Management, SharePoint, Risk Management, Claims Management, Property & Casualty..., TPA, Medical Billing, Management, Strategic Planning, Data Analysis, Training, Program Management
Education
St. Norbert College 1984 — 1988
B.A., Communication
The Guardian Life Insurance Company of America 2007 - Present
Change Dynamics 2007 - 2009
UBS July 2004 - January 2007
United Nations - UNDP October 2003 - June 2004
Skills
Change Management, Business Requirements, TeamTrack, Service-now, Software Project..., Project Implementation, Technical Documentation, Technical Management, Functional..., ITIL, Service Management
Education
Stevens Institute of Technology 1996 — 1998
Masters, Information Systems
Nyack College 1993 — 1995
BS, Organizational Management
The Guardian Life Insurance Company of America July 2015 - Present
Chi Omega Fraternity Executive Headquarters October 2013 - Present
Capstone Men and Women February 2013 - March 2015
The Odyssey at Alabama September 2013 - January 2014
The Crimson White September 2012 - February 2013
bebe stores May 2012 - August 2012
Full Moon Bar-B-Que June 2011 - August 2011
Skills
Public Speaking, Public Relations, Marketing, Branding & Identity, Spanish-speaking, Event Planning, Social Networking, Social Media Marketing, Interpersonal..., Visual Merchandising, Strategic Communications, Customer Service, Student Recruiting, Organization, Leadership, Styling, Fashion, Social Media, Writing News Releases, Media Relations, Facebook
Education
University of Alabama 2011 — 2015
Bachelor of Science (BS), Public Relations
John Carroll Catholic High School 2007 — 2011
Tobii ATI October 2013 - Present
Toby Churchill August 2012 - June 2013
The Guardian Life Insurance Company of America August 2006 - February 2012
United States Air Force October 1998 - October 2002
Skills
Sales, Leadership, Account Management, Strategic Planning, Customer Service, Microsoft Office, Management, Sales Operations, Insurance, Time Management, New Business Development, Marketing Strategy, Sales Management, Team Building, Training, Salesforce.com
Education
Texas Tech University - Rawls College of Business 2005 — 2006
MBA, Marketing Concentration
Texas Tech University - Rawls College of Business 2003 — 2005
BBA, Marketing
Defense Language Institute 1999 — 2000
AA, Korean
Crested Butte Snowsports Foundation June 2015 - Present
Austin Lloyd November 2014 - June 2015
Atlanta Technology Angels September 2012 - January 2015
The Guardian Life Insurance Company of America May 2004 - June 2012
Skills
Office Organizing, Paper Management, Account Management, Cold Calling, Sales, Qualifying Prospects, Employee Benefits, Efficiency, Event Planning, New Business Development, Direct Sales, Start-ups, Marketing, Consulting, Business Development, Strategy, Strategic Partnerships, Insurance, Salesforce.com, Entrepreneurship, Management, Marketing Strategy, Strategic Planning, Business Strategy, Sales Process, Leadership
Education
The University of Georgia 2000 — 2004
Bachelor of Arts in Journalism, Advertising
EY June 2014 - Present
Ernst & Young June 2013 - August 2014
Syracuse University September 2010 - May 2014
new york city summer youth program June 2012 - August 2012
The Guardian Life Insurance Company of America July 2009 - July 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, Auditing, Tax, Research
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
University of Bridgeport 2005 - Present
Embassy Towers Condominium Association September 2013 - Present
Law Offices of Eric H. Witlin 1992 - 2007
The Guardian Life Insurance Company of America January 2000 - March 2005
Skills
Higher Education, University Teaching, Student Affairs, Teaching, Student Development, Research, Admissions, Public Speaking, Academic Advising, Academia, Curriculum Design, Program Development, Distance Learning
Education
Syracuse University College of Law 1989 — 1992
Doctor of Law (J.D.)
University of Bridgeport 1985 — 1988
Bachelor of Arts (B.A.), Political Science and Economics
The Guardian Life Insurance Company of America 2011 - Present
Prudential Financial 2005 - 2011
MetLife 2002 - 2005
MetLife 2000 - 2002
MetLife 1993 - 1999
Nassau Broadcasting 1979 - 1995
MetLife 1989 - 1992
GfK Custom Research (formerly Response Analysis Corp.) June 1985 - September 1989
RCA Records 1981 - 1984
Skills
B2B Marketing, Voice of the Customer, Competitive Intelligence, Market Research, Marketing Research, Market Intelligence, Segmentation, Competitive Analysis, Market Analysis, Analytics, Data Analysis, User Experience, Marketing Strategy, Strategy Development, Market Planning, Consumer Insights, Marketing Communications, Business Strategy, Benchmarking, Customer Insight, Financial Services, Strategy, Quantitative Research, Insurance, Leadership, Strategic Planning, Marketing, Public Speaking, Management, Team Management, Enterprise Software, CRM, Music Industry, Strategic Partnerships, Direct Marketing, Consulting, Employee Benefits
Education
The College of New Jersey 1978 — 1985
B.S.
Notre Dame High School 1974 — 1978
AIG Financial Network August 2014 - Present
Ohio National Financial Services December 2009 - January 2014
FUTURITY FIRST Insurance Group March 2008 - October 2009
The Guardian Life Insurance Company of America May 2006 - February 2008
Principal Financial Group March 2003 - May 2006
New York Life Insurance Company 1999 - March 2003
Metlife 1992 - 1999
Skills
Life Insurance, Disability Insurance, Variable Annuities, Qualified Retirement..., Recruiting, Insurance, Retirement, Employee Benefits, FINRA, Fixed Annuities, Investments, Long-term Care, Mutual Funds, Retirement Planning, Term Life Insurance
Education
University of Illinois at Chicago 1979 — 1981
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
The American College
MedHattan Urgent Care Center February 2015 - Present
NYU Langone Medical Center July 2014 - August 2014
Crouse Hospital January 2014 - May 2014
Office of Residence Life at Syracuse University September 2010 - February 2014
YMCA June 2013 - August 2013
Columbia University Medical Center June 2012 - August 2012
Puma June 2011 - August 2011
The Guardian Life Insurance Company of America July 2008 - July 2010
Skills
Community Outreach, Public Health, Direct Patient Care, BLS, Cpr Certified, EMT, Administrative..., Spreadsheets, Bookkeeping, Clerical Skills, Telephone Skills, People-oriented, Microsoft Certified..., Administrative..., Data Entry, Filing, Computer Proficiency, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Office Administration, Research, Social Networking, Teamwork, Social Media, Customer Service, Facebook, Phone Etiquette, CPR Certified, Leadership
Education
Syracuse University 2010 — 2014
Bachelor's Degree, Public Health
Murry Bergtraum High School 2006 — 2010
High School, Business Administration and Management, General
KPMG 2014 - Present
Young Living Essential Oils December 2012 - Present
Stevens Institute of Technology April 2013 - May 2014
Express Scripts May 2013 - August 2013
The Guardian Life Insurance Company of America May 2012 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Visio, Data Analysis, Leadership
Education
Stevens Institute of Technology 2010 — 2014
Bachelor of Science (B.S.), Business and Technology
Hanover Park High School 2006 — 2010
The Guardian Life Insurance Company of America January 2012 - Present
Avanti Benefits Inc November 2004 - Present
Avanti Benefits Corp. November 2004 - Present
Skills
Disability Insurance, Whole Life, Long Term Care Insurance, Employee Benefits, General Insurance, Insurance, Health Insurance, Life Insurance, Brokers, Small Business, Term Life Insurance, Underwriting, Medicare, Fixed Annuities, Long-term Care, Sales, Policy, Retirement, Universal Life, 401k, Critical Illness, Variable Annuities, Mutual Funds, Workers Compensation, Claim, Homeowners, FINRA, Property & Casualty..., Finance, Wealth, Casualty, Umbrella Insurance, Commercial Lines, Health Savings Accounts, IRAs, Investments, Healthcare, COBRA, Team Building, Obamacare, Healthcare.gov
Education
Richard Stockton College of New Jersey 1975 — 1980
BA, Art
Stockton University 1975 — 1980
BA, Fine Arts
Ewing High School 1972 — 1974
BA, academic
Livingston NJ
The Guardian Life Insurance Company of America April 2012 - Present
Hartford December 2007 - April 2012
Sun Life Financial 2004 - 2007
Prudential Financial 2002 - 2004
Aetna Health Plans 1999 - 2002
Prudential Financial November 1986 - August 1999
Skills
Employee Benefits, Disability Insurance, Health Insurance, Life Insurance, Benefits Administration, Insurance, Underwriting, Term Life Insurance, Long-term Care, Dentistry, Brokers, 401k, Fixed Annuities, Group Insurance, Health Savings Accounts, Critical Illness, FMLA
Education
Southwestern College of Business
Certificate of Accounting, Accounting
Thomas More College
BIC November 2014 - Present
Advantage Sales & Marketing November 2013 - October 2014
Advantage Sales and Marketing September 2012 - November 2013
The Guardian Life Insurance Company of America June 2011 - September 2012
The Guardian Life Insurance Company of America September 2010 - June 2011
Skills
Disability Insurance, Whole Life, Retirement Planning, Long Term Care, Direct Marketing, Account Management, Business Development, POS Data Analysis, Retail Category..., Retail Sales Analysis, Small Business
Education
Texas State University 2005 — 2010
Bachelor's, English, Art
The Guardian Life Insurance Company of America July 2013 - Present
Prudential Insurance January 2012 - July 2013
Prudential Insurance Company of America 2006 - December 2011
Hartford Life January 1999 - July 2006
Golden Rule Insurance 1987 - 1998
Skills
Insurance, Sales Management, Customer Relations, Account Management, Customer Service, Dentistry, Disability Insurance
Education
Texas A&M University 1983 — 1987
Bachelor of Science, Finance
The Guardian Life Insurance Company of America June 2015 - Present
Victaulic May 2012 - January 2015
Fosun May 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Adobe Creative Suite, Microsoft Word, 3D Studio Max, Photoshop, Microsoft Excel, Solidworks, Teamwork, Social Media, Public Speaking, English, SPSS, CAD
Education
Syracuse University - Maxwell School 2011 — 2015
Bachelor’s Degree, Quantitative Economics and Chinese
Tsinghua University 2014 — 2014
Economics and Chinese Language
West Morris Mendham High School
The Guardian Life Insurance Company of America July 2012 - Present
UGA Men's Club Lacrosse August 2010 - May 2012
PADI Scuba Diving August 2011 - December 2011
McColl Partners May 2006 - August 2009
Skills
Employee Benefits, Group Insurance, Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Brokers, Account Management, Voluntary Employee..., Social Media, Underwriting, Sales
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration, Management
Charlotte Catholic High School 2004 — 2008
High School Degree
Smith's Paving and Seal Coating May 2015 - Present
AmeriCoat Asphalt & Concrete March 2013 - May 2015
Huntington National Bank June 2012 - January 2013
The Guardian Life Insurance Company of America May 2010 - June 2012
Aflac October 2009 - May 2010
Nationwide Children's Hospital June 2009 - September 2009
Skills
Leadership, Sales, Sales Management, Small Business, Construction Estimating, Strategic Financial..., Insurance, Retirement Planning, Investments, Life Insurance, Disability Insurance, Portfolio Management, Retirement, Estate Planning, Fixed Annuities, Health Insurance, Long-term Care, Mortgage Lending, Financial Planning
Education
The Ohio State University 2005 — 2009
B.A., English
Chillicothe High School 2001 — 2005
The Guardian Life Insurance Company of America February 2007 - June 2015
Skills
Disability Insurance, Life Insurance, Employee Benefits, Insurance, Term Life Insurance, Brokers, Group Insurance, Account Management, Sales, Customer Retention
Education
The University of Georgia 2002 — 2006
Bachelor Of Arts, Speech Communications
The Guardian Life Insurance Company of America September 2012 - Present
Colonial Life & Accident April 2012 - September 2012
AIG Benefits Solutions August 2007 - January 2012
AIG Benefits Solutions April 2005 - August 2007
Alliant Insurance Services February 2004 - April 2005
Unum November 1998 - February 2004
Skills
Dental, Accident, Critical Illness, Disability Insurance, Employee Benefits, Worksite, Group Benefits, Consultative Selling, Sales Management, Long Term Care, Account Management, Dentistry, Group Insurance, Long Term Care Insurance, Insurance, Term Life Insurance, Long-term Care, Health Insurance, Whole Life, Risk Management, Claim, Fixed Annuities, Sales Operations, Small Business, Brokers, Life Insurance, New Business Development, Leadership, Retirement, Financial Services, Sales, Selling, Marketing, Health Savings Accounts, Underwriting, Healthcare
Education
The University of Georgia 1989 — 1993
BBA, Finance
Bevis, Eberhart, Browning, Walker & Stewart, P.C. December 2007 - Present
Synovus August 2006 - August 2007
Wachovia, A Wells Fargo Company September 2005 - August 2006
The Guardian Life Insurance Company of America June 2004 - September 2005
Skills
Retirement Planning, Pensions, Profit Sharing, Retirement Plan..., ERISA, Qualified Retirement..., 401k, Retirement, IRAs, Simple IRA, SEP IRA, QKA, CRPS, Fixed Annuities, Insurance, Series 7, Finance, Mutual Funds, Financial Planning, Wealth Management, Asset Allocation
Education
Troy University Dothan 2002 — 2004
Bachelors Degree, Finance
Enterprise State Junior College 1998 — 2002
Associates Degree, Business
Geneva City Schools 1985 — 1998
Dukes Benefits Advocates LLC June 2010 - Present
The Guardian Life Insurance Company of America March 1986 - May 2002
Skills
Long-term Care, Retirement Planning, Retirement Plan..., Estate Planning, Life insurance planning, Veterans Benefits, Radio show host, Retirement, Life Insurance, Wealth Management, Strategic Financial..., Investments, Wealth, Trusts, Small Business, Health Insurance, Term Life Insurance, Financial Advisory, Pensions, Mortgage Lending, Financial Planners, Critical Illness, Wealth Management..., Insurance, Fixed Annuities, High Net Worth..., Investment Advisory, Investment Strategies, Financial Planning
Education
The American College 1978 — 1979
MSFS, Financial services
Yale University 1965 — 1969
B.A., American Studies
Takeda Pharmaceuticals June 2012 - Present
Takeda Pharmaceuticals January 2006 - June 2012
Solvay Pharmaceuticals January 2003 - December 2005
WellPoint August 2002 - December 2002
The Guardian Life Insurance Company of America January 1999 - July 2002
Skills
Product Launch, Sales, Diabetes, Cardiology, Urology, Pharmaceutical Industry, Neurology, Sales Operations, Endocrinology, Rheumatology, Sales Effectiveness, Managed Care, Pharmaceutical Sales, Business Development, Nephrology, Gastroenterology, Healthcare, Sales Management, Management, Hypertension
Education
University of California, San Diego
BA, Economics
Genworth November 2014 - Present
Genworth Financial January 2012 - October 2014
The Guardian Life Insurance Company of America 2006 - January 2012
MetLife July 2004 - September 2005
MetLife 2002 - 2004
Skills
Sales, Fixed Annuities, Life Insurance, Insurance, Disability Insurance, Long-term Care, Universal Life, Relationship Management, Pensions, Healthcare, Term Life Insurance, Financial Services, Finance, Financial Planners, Wealth Management, Management, Property & Casualty..., Wealth, Long Term Care Insurance, Retirement Planning, 401k, Financial Advisory, Retirement, Employee Benefits, Commercial Insurance, Estate Planning, Underwriting, Claim, Health Savings Accounts, Variable Annuities, Small Business, IRAs, Strategic Financial..., Mutual Funds, Investments, Whole Life, Brokers, Critical Illness, Medicare
Education
University of Connecticut 1984 — 1988
B.S., Business
The Guardian Life Insurance Company of America December 2010 - Present
The Guardian Life Insurance Company of America October 2009 - December 2010
ADP Insurance Services May 2008 - September 2009
ADP November 2003 - September 2009
Deloitte 1994 - 2001
Skills
Financial Modeling, Financial Reporting, Competitive Analysis, Mergers, Strategy, Strategic Partnerships, Risk Management, Employee Benefits, Mergers & Acquisitions, Business Development, Financial Services, Budgets, Leadership, Investments, Finance, Management, Analysis
Education
University of Cape Town 1986 — 1989
BCom, Accounting, Economics
The Guardian Life Insurance Company of America March 1995 - Present
Hagedorn Financial & Insurance Services Corporation March 1995 - Present
Provident Life & Accident 1990 - March 1995
Skills
Disability Insurance, Life Insurance, Long-term Care, Retirement Planning, Insurance, Strategic Financial..., Employee Benefits, Retirement, Income Protection, Health Insurance, Fixed Annuities, Estate Planning, Whole Life, Long Term Care Insurance, Financial Planning, Long Term Care
Education
University of California, Los Angeles
BA
South Torrance High School, Torrance CA
Guardian Life April 2014 - Present
The Guardian Life Insurance Company of America January 2013 - March 2014
The Guardian Life Insurance Company of America June 2011 - December 2012
Guardian Life Insurance January 2010 - June 2011
GE Edgelab January 2009 - April 2009
Skills
Actuarial Science, VBA, Statistical Modeling, Financial Risk, Statistics, Predictive Modeling, Financial Modeling, Risk Management, Data Mining, Valuation, Analysis, SAS, Economic Capital
Education
University of Connecticut 2008 — 2009
Master, Actuarial Science
Washington University in St. Louis 2003 — 2008
Ph.D., physics
The Guardian Life Insurance Company of America December 2010 - Present
New York Life Insurance Company November 2008 - 2010
RBC Insurance September 1990 - November 2008
Skills
Recruiting, Fixed Annuities, Sales, Life Insurance, Financial Services, Retirement Planning, Employee Benefits, Insurance, Estate Planning, Leadership, Investments, Disability Insurance
Education
The American College 2002 — 2004
LUTCF, Life Underwriter Training Council Fellow
south florence
Comcast Business May 2013 - Present
Liberty Wealth Strategies, LLC January 2008 - May 2013
The Guardian Life Insurance Company of America January 2008 - November 2010
The Guardian Life Insurance Company of America October 2004 - January 2008
Mutual of Omaha April 2002 - October 2004
NextiraOne (formerly Williams Communications Solutions) April 2000 - April 2001
Sprint (formerly Sprint PCS) May 1997 - April 2000
Skills
FINRA - Series 6, 7,..., Wealth Management, Leadership, Marketing, Sales, Recruiting, Business Development, Strategic Planning, Management, Training, Sales Operations, Account Management, Networking, Enterprise Software, Team Leadership, Cloud Computing, Telecommunications, Metro Ethernet, Market Development, Private Networks, SaaS, Internet Services, Personal Finance, Cross-functional Team..., Business Planning, Solution Selling, Professional Services
Education
The American College 2007 — 2009
Chartered Financial Consultant
Bellevue College 1995 — 1997
Business Management
Lake Washington High School
Mettler-Toledo International, Inc December 2014 - Present
Nationwide Insurance March 2011 - December 2014
iforce August 2009 - November 2010
The Guardian Life Insurance Company of America January 2008 - May 2009
Express Employment Professionals July 2005 - January 2008
Dominion Homes 2005 - 2007
Mitchell Insurance Agency 2002 - 2004
Skills
Technical Recruiting, Cold Calling, Applicant Tracking..., Recruiting, Insurance, Talent Acquisition
Education
The Ohio State University
The Syracuse University Bookstore October 2011 - Present
EY June 2013 - July 2014
Syracuse University Literacy Corp January 2012 - December 2012
New York Life Insurance Company May 2012 - July 2012
The Guardian Life Insurance Company of America November 2010 - July 2011
College Summit, Manhattan College June 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Customer Service, Spanish, Community Outreach, QuickBooks, Microsoft Word, Event Planning, Time Management, Youth Mentoring
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor's degree, Accounting and Global Security Studies
American Senior Benefits July 2014 - Present
The Assurance Group September 2013 - July 2014
Bankers Life and Casualty August 2002 - September 2013
The Guardian Life Insurance Company of America December 1997 - July 2002
Skills
Fixed Annuities, Disability Insurance, Long-term Care, Indexed Annuities, Medicare, Retirement, Retirement Planning, Health Insurance, Whole Life, Life Insurance, Long Term Care Insurance, Universal Life, Term Life Insurance, IRAs, Insurance, 401k, Financial Planners, Underwriting, Series 6, Estate Planning, Property & Casualty..., Employee Benefits, Critical Illness, Brokers, Commercial Insurance, Series 63, Medicare Part D, Mutual Funds, General Insurance, Investments, Sales, Leadership, Sales Management, Strategic Planning
Education
University of Cincinnati College of Business 1993 — 1997
BA, Marketing, Management, Economics
Moeller High School 1990 — 1993
The Guardian Life Insurance Company of America August 2012 - Present
The Guardian Life Insurance Company of America January 2005 - August 2012
UnumProvident April 1999 - January 2005
HIP January 1998 - March 1999
Skills
Sales Management, Sales Presentations, Strategic Leadership, New Business Development, Recruiting, Employee Training, Term Life Insurance, Disability Insurance, Recruitment/Retention, Training & Development, Whole Life Insurance, Relationship Management, Sales Recruitment, Building Relationships, Mentoring, Health Insurance, Life Insurance, Whole Life, Underwriting, Financial Services, Brokers, Insurance, Long-term Care, Employee Benefits
Education
The College of New Rochelle 1990 — 1992
Master of Science (MS), Business/Corporate Communications
The College of New Rochelle 1986 — 1990
Bachelor of Arts (B.A.), Marketing
Chris Atwell Communications February 2001 - Present
The Guardian Life Insurance Company of America December 2012 - September 2013
State University of New York January 2011 - September 2012
Governor David A. Paterson - Executive Chamber June 2010 - January 2011
American Jewish Joint Distribution Committee January 2009 - May 2010
Black Enterprise Magazine February 2000 - May 2010
Douglas Gould and Company 2004 - 2005
Planned Parenthood Federation of America October 1996 - February 2001
Skills
Public Relations, Media Relations, Editing, Non-profits, Speech Writing, Strategic Communications, Blogging, Copy Editing, Social Networking, Nonprofits, Corporate Communications, Copywriting, Creative Writing, Publications, Magazines, Grant Writing, Internal Communications, Politics, Research, Leadership, Journalism, Press Releases, Newsletters, Web Content, Publishing, Publicity, Storytelling, Editorial, Content Development, Content Strategy
Education
State University of New York College at Cortland 1980 — 1984
BA, Cinema Studies
The Guardian Life Insurance Company of America February 2012 - Present
McCann School of Business September 2010 - March 2011
McCann School of Business December 2009 - September 2010
Party City June 2002 - November 2009
Skills
Accounts Payable, Software Documentation, Sales
Education
Strayer University-Pennsylvania 2009 — 2010
Bachelor of Science Degree, Accounting
Lehigh Valley College 2004 — 2006
Associate in Science, Accounting
M&A September 2011 - Present
One Stop Wellness June 2011 - August 2011
US Navy - NRSW Transient Personnel Unit December 2008 - January 2011
US Navy November 2002 - November 2010
US Navy - NRSW Transient Personnel Unit March 2008 - December 2008
US Navy - NRSW Transient Personnel Unit November 2007 - March 2008
US Navy - USS JOHN C. STENNIS December 2003 - November 2007
US Navy - USS JOHN C. STENNIS July 2003 - December 2003
US Navy - USS JOHN C. STENNIS November 2002 - July 2003
The Guardian Life Insurance Company of America March 2000 - August 2002
Education
TUI University 2008 — 2011
Bachelors of Science, Business Administration
TUI University
BS, Business Administration
Wood Tobe-Coburn School
Associates Degree, Management, Marketing and Merchandising
Northwestern Mutual March 2013 - Present
Cornerstone Financial Group July 2011 - February 2013
The Guardian Life Insurance Company of America October 2009 - June 2011
Skills
Retirement Planning, Long-term Care, Wealth Management, 401k, Fixed Annuities, Series 7, Life Insurance, Estate Planning, Long Term Care Insurance, Retirement, IRAs, Strategic Financial..., Investments, Securities, Insurance, Series 63, Mutual Funds, Financial Analysis, Disability Insurance, Microsoft Word, 401k Rollovers, Investment Advisory, Term Life Insurance
Education
University of Kansas 2002 — 2007
LPL Financial October 2006 - Present
OneAmerica 2004 - 2006
The Guardian Life Insurance Company of America 2001 - 2004
Great-West Life and Annuity Insurance Company 1996 - 2001
Skills
FINRA, Series 7, Wealth Management, Mutual Funds, Series 63, Investments, Investment Advisory, Retirement Planning, Retirement, 401k, Asset Allocation, Securities, Alternative Investments, Strategic Financial..., Portfolio Management, Financial Services, Asset Management, Fixed Annuities, Insurance, Equities, Investment Strategies, Relationship Management, Financial Advisory, Financial Analysis, ETFs, Pensions, Business Development, Finance, Investment Management, Retirement Plan..., IRAs, Life Insurance, Trading, Sales, Banking, Sales Management, Wealth, Management
Education
University of California, Davis 1991 — 1996
AIG Benefit Solutions November 2010 - July 2013
The Guardian Life Insurance Company of America October 2007 - October 2010
MetLife January 2003 - October 2007
The A.I. Group, Inc. March 2001 - January 2003
Skills
Sales Management, Insurance, Disability Insurance, Customer Service, Sales, New Business Development, Universal Life, Critical Illness, Leadership, Accident, Recruiting, Small Business, Group Insurance, Account Management, Benefits Administration, Cold Calling, Commercial Insurance, Strategic Planning
Education
University of Georgia - Terry College of Business 1997 — 2001
BBA, Risk Management & Insurance
Preferred Benefits, Inc February 1997 - Present
Simons and Rose 1994 - 1997
Humana 1989 - 1992
The Guardian Life Insurance Company of America 1987 - 1989
John Hancock Life Insurance Company (U.S.A.) 1980 - 1987
Skills
Insurance Broker, Health Insurance Advisor, Group Health Insurance..., Insurance, Health Insurance, Workers Compensation, Property & Casualty..., Underwriting, Brokers, Commercial Insurance
Education
Stony Brook University 1973 — 1974
BA, Polical Science
Smithtown Central HS Smithtown NY 1966 — 1970
Regents, Political Science
The Guardian Life Insurance Company of America June 2010 - Present
Johnson & Johnson June 2009 - January 2010
Mac & Lindy's Fine Wines September 2005 - August 2009
Education
The College of New Jersey 2006 — 2010
Bachelor of Science, Finance, Economics, Accounting
Universitat Pompeu Fabra 2008 — 2008
Economics, Marketing
The Guardian Life Insurance Company of America July 2010 - Present
Gargan Communication October 1992 - November 2006
Profit Partners in Marketing March 1989 - September 1992
Rome Daily Sentinel June 1983 - October 1988
Skills
Marketing Strategy, Marketing Communications, Advertising, Copywriting, Copy Editing, Proofreading, Account Management, Proposal Writing, Public Relations, Public Speaking, Volunteer Recruiting, Fundraising, Newsletters, Corporate Communications, Internal Communications, Social Media, Press Releases, Editing, Strategic Communications, Nonprofits, Web Content, Crisis Communications, Publications, Media Relations, Speech Writing, Communications Planning, Journalism, Management, Email Marketing, Marketing, Communication Training, Content Development, Content Strategy, Blogging, Integrated Marketing, Publicity, Social Media Marketing, Creative Writing, Event Planning, Event Management, Social Networking, Online Marketing, Direct Marketing, Digital Marketing, Content Management, Thought Leadership, Brand Development, Corporate Branding, Editorial, Facebook
Education
State University of New York College at Potsdam 1979 — 1983
BA, English
The Guardian Life Insurance Company of America October 2011 - Present
AIG Financial Network January 2011 - Present
First Protective 2007 - Present
Skills
Term Life Insurance, Universal Life, Whole Life, Insurance Planning, Indexed Annuities, Fixed Annuities, IRAs, Roth IRA, 401k, Wealth Accumulation, Disability Insurance, Retirement, 529 Plans, Long-term Care, Financial Planners, 403 b, College Savings Plans, Mutual Funds, Estate Planning
Education
The American College of Financial Services
Financial Planning and Services
Towson University
Music, Percussion Performance
RLP Wealth Advisors, LLC October 2013 - Present
owR Opinion 2012 - 2013
Gerstien Fisher October 2011 - August 2012
Gerstein Fisher 2011 - 2012
Strategies for Wealth 2010 - October 2011
Acorn Financial Services August 2006 - October 2010
Enterprise General Agency of Met Life 2004 - 2006
Nathan & Lewis Securities 1998 - 2004
Nathan & Lewis 1998 - 2002
The Guardian Life Insurance Company of America 1988 - 1991
Skills
Fixed Annuities, Insurance, Estate Planning, Long-term Care, Life Insurance, Strategic Financial..., Disability Insurance, Mutual Funds, Investments, Series 7, Health Insurance, Brokers
Education
University at Buffalo 1974 — 1980
Masters Degree, Linguistics
Jamaica High School 1971 — 1974
Regents Diploma, Foreign Languages and Literatures, General
Adelphi CFP Class
PS 102 Queens
Syracuse University Food Services September 2014 - Present
Undergraduate Student Records of Engineering School October 2013 - Present
American Eagle Outfitters May 2014 - August 2014
The Guardian Life Insurance Company of America June 2012 - December 2012
Murry Bergtraum High School for Business Careers September 2010 - January 2011
New York Cares July 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Research, English, Spanish, Teamwork
Education
Syracuse University 2013 — 2017
Information Technology, Information Technology
Murry Bergtraum High School 2009 — 2013
Social Solutions January 2015 - Present
The Guardian Life Insurance Company of America September 2014 - November 2014
Guardian Life September 2014 - November 2014
Johns Hopkins University September 2011 - July 2014
Johns Hopkins University Writing Seminars October 2013 - June 2014
Johns Hopkins University Barnstormers October 2011 - May 2014
Baltimore City Public Schools September 2013 - December 2013
BBYO 2009 - 2010
Skills
Creative Writing, Poetry, Acting, Directing, Playwriting, Fiction Writing, Teaching Writing, Singing, Text Editing, Event Planning, Organization Of Events, Leadership, Editing, Microsoft Office, Public Speaking, Social Media, Writing, Microsoft Word, Teaching, PowerPoint, Blogging
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (BA), The Writing Seminars
Shred-it May 2011 - Present
Sovran Self Storage April 2010 - April 2011
The Guardian Life Insurance Company of America September 2007 - August 2008
Northern Trust February 1999 - August 2007
Education
SUNY Fredonia 1991 — 1995
Bachelor of Science (B.S.), Business Adminstration
Ameriprise Financial Services, Inc. September 2015 - Present
The Guardian Life Insurance Company of America February 2013 - February 2015
Guardian Life Insurance July 2006 - February 2013
John Hancock October 2004 - July 2006
MetLife Broker Dealer Group February 2003 - October 2004
FundQuest Inc 2000 - 2002
New England Life Brokerage 1995 - 2000
Skills
Leadership, Recruiting, Management, Relationship Management, Business Networking, Insurance, Marketing Strategy, Distribution Strategies, Brand Development, Training, Marketing, Strategy, Life Brokerage, Growing Revenue, Professional Networking, Experience in Career..., Institutional Sales, Business Coaching, Financial Services, Sales, Life Insurance, Strategic Planning, Sales Management, Negotiation, Business Development, Relationship Building
Education
Suffolk University
The Steakhouse at Azul October 2011 - Present
JAX Hats May 2010 - Present
Hilton Worldwide April 2003 - Present
The Guardian Life Insurance Company of America March 2011 - September 2011
Bravo Catering May 2008 - August 2010
D.A. Davidson & Co. May 2008 - September 2008
Skills
Attention To Detail, Organized, Hard Worker, Multitasker, Prioritization, Creative, Quick Thinking, Problem Solving, Microsoft Office, Google Adwords, Google Analytics, facebook marketing
Education
The University of Montana - School of Business Administration 2006 — 2010
Bachelor of science, Business Administration and Marketing
CenseoHealth August 2014 - July 2015
All Medical Personnel March 2014 - August 2014
Accountable Healthcare Staffing April 2013 - March 2014
The Guardian Life Insurance Company of America December 2009 - February 2011
United Healthcare September 2006 - September 2009
Skills
Sales, Sales Process, Social Media, Management, Underwriting, Analysis, Disability Insurance, Brokers, Proposal Writing, Salesforce.com, Account Management, Customer Service, Sales Operations, Health Insurance, Marketing, Insurance, Small Business, Outlook, Customer Retention, Microsoft Office, Lead Generation, CRM, Sales Presentations, Business Development, Cold Calling, Training, Team Building, Leadership, Coaching, Direct Sales, Sales Management, New Business Development, Selling, Recruiting, Technical Recruiting, Hiring, Vendor Management, Talent Acquisition, Human Resources, Temporary Staffing, Temporary Placement, Employee Relations, Applicant Tracking..., Sourcing, Staffing Services, College Recruiting, Internet Recruiting, Contract Negotiation, Team Leadership, Interviews
Education
University of North Texas 2009 — 2011
B.A.A.S.
Tarrant County College 2007 — 2008
Associate of Arts (A.A.)
Cushman & Wakefield June 2014 - Present
Moody's Corporation November 2011 - May 2014
The Guardian Life Insurance Company of America May 2008 - 2011
Grubb and Ellis July 2007 - 2008
The Regus Group May 2004 - June 2007
Regus March 2001 - May 2004
Harvard Institute for International Development January 2000 - December 2000
Skills
Real Estate, Financial Analysis, Budgets, Leadership, Negotiation, Corporate Real Estate, Strategy, Lease Administration, Management, Training, New Business Development, Lease Negotiations, Sales, Customer Service, Project Management, Contract Negotiation, Commercial Real Estate
Education
Boston College, College of Arts and Sciences
Bachelor of Arts, Philosophy
PMHS 1990 — 1994
State University of New York College at Fredonia
SHI International Corp. April 2015 - Present
CompuCom October 2014 - April 2015
CDW-G 2011 - October 2014
Hewlett-Packard November 2009 - November 2010
The Guardian Life Insurance Company of America November 2008 - June 2009
Zia Trust, Inc. May 2007 - February 2009
Skills
Sales Process, Management, Sales, Virtualization, SaaS, Customer Service, Microsoft Excel, Account Management, Channel, PowerPoint, CRM, Analysis, VoIP, Consulting, NetApp, Symantec, EMC, IT, Cisco UCS, Cisco Certified, Cisco Wireless, Cisco Security, Citrix, VMware, EMC Storage, Nimble, Cloud Applications, VDI, HP Procurve Networking, Aruba Wireless, Microsoft Office, Hyper-V, Microsoft Technologies, K-12, Enterprise Software, Enterprise Architecture, Data Center, Sales Operations, Security
Education
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2008
BBA, Finance, Economics
University of Phoenix 2010 — 2012
MBA, Business Administration and Management, General
Tidewater Community College December 2012 - Present
Centura College Online November 2006 - October 2010
The Guardian Life Insurance Company of America September 2003 - November 2006
Tidewater Community College August 1998 - June 2003
Skills
Research, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Coaching, Strategic Planning, Higher Education, Staff Development, Educational Leadership, Community Outreach, Leadership, Leadership Development, Training
Education
Ashworth College Online 2012 — 2013
Certified Wedding Planner - Graduate, Wedding Planning / Bridal Consulting, 4.0
Centura College Online- Virginia Beach 2008 — 2010
Bachelor's degree, Business Management
Tidewater Community College 1998 — 2003
Associate's degree, Social Sciences
Tidewater Tech-Trades 1996 — 1998
Technology, Computer/Information Technology Administration and Management
North American Company for Life and Health Insurance February 2014 - Present
The Guardian Life Insurance Company of America December 2012 - February 2014
Crump Life Insurance Services April 2003 - November 2012
SunAmerica Retirement Markets January 1997 - September 2001
Skills
Business Development, Marketing, Training, Financial Services, Recruiting, Brokerage, Strategic Planning, Management, Life Insurance, Fixed Annuities, Variable Annuities, Territory Management, Insurance, Strategy, New Business Development, Sales, Sales Management, Brokers, Whole Life, Term Life Insurance, Retirement Planning, Finance, Account Management, Universal Life, Team Building, Sales Presentations
Education
Westminster College, Gore School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance
State University of New York at Albany 1992 — 1996
Bachelor's Degree, Economics
Lionbridge June 2015 - Present
Hudson April 2003 - June 2015
Kelly IT Resources August 2001 - April 2003
Robert Half International February 1997 - February 2001
Aetna US Healthcare March 1995 - February 1997
The Guardian Life Insurance Company of America June 1991 - February 1995
Skills
Team Leadership, Executive Management, Sales Management, Staff Augmentation, Strategic Planning, Executive Search, Talent Acquisition, Technical Recruiting, Staffing Industry, Recruitment/Retention, Permanent Placement, Full-cycle Recruiting, P&L Management, Consultative Selling, Hiring, Staffing Services, Performance Management, Recruiting, SDLC, Vendor Management, HR Consulting, Account Management, Sourcing, Leadership, Business Development, Management, Training, CRM, Industrial Sector, Talent Management
Education
University of Connecticut 1987 — 1991
BA
Bright Horizons September 2013 - Present
Bright Horizons February 2004 - August 2013
The Guardian Life Insurance Company of America January 2003 - February 2004
AIG September 2000 - March 2002
Skills
Account Management, Microsoft Office, Microsoft Excel, Customer Service, Data Entry, Access, Accounts Receivable, Outlook, ProCare, Employee Benefits
Education
University of Delaware 1996 — 2000
BS
Thornburg Investment Management March 2015 - Present
Pacific Life December 2002 - February 2015
The Guardian Life Insurance Company of America 2001 - 2002
Federated Investors 1997 - 2001
American Funds 1992 - 1997
Skills
401(k), 403(b), Advanced Sales, Annuities, Asset Allocation, Business Building, Business Development, Business Planning, Coaching, Consultative Sales, Family Protection, Financial Products, Financial Services, Fixed Annuities, Income Planning, Indexed Annuities, Individual(k), Industry Training, IRAs, Long-Term Care, Mutual Funds, Practice Management, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, Roth IRA, Sales, Sales & Marketing, Sales Support, Seminars, SEP IRA, Series 6, Series 63, Series 7, SIMPLE IRA, Social Security, Strategic Planning, Training, Variable Annuities
Education
The University of Texas at Austin 1987 — 1991
Bachelor's Degree, Management & Marketing
New York Life Insurance Company April 2014 - Present
New England Financial December 2007 - August 2012
The Guardian Life Insurance Company of America June 2005 - January 2007
American Express Financial Advisors September 2003 - May 2005
Citibank April 1999 - August 2003
The Bank of New York November 1989 - April 1999
Education
The George Washington University 1985 — 1989
BBA, Finance
St. Joseph Regional HS 1982 — 1985
High School
The Home Depot September 2015 - Present
The Guardian Life Insurance Company of America December 2005 - July 2014
Soft Solutions and Data February 2005 - November 2005
ChipData, Inc. July 2000 - October 2004
Skills
Java Enterprise Edition, Spring Framework, Object Oriented Design, Java, Core Java, JavaSE, Design Patterns, Spring MVC, Struts, iBatis, Hibernate, ORM, SQL, Servlets, JSP, JavaScript, jQuery, jQuery Mobile, RESTful WebServices, JMS, JUnit, WebSphere Portal, WebSphere Application..., JDBC, HTML, CSS, JSON, XML, XSLT, Unix, Castor, AJAX, LDAP, Requirements Analysis, Eclipse, SoapUI, Fiddler, Microsoft Office, Databases, Oracle, DWR, Log4j, SSL, Google Maps API, SDLC, EasyMock
Education
Texas A&M University-Commerce 1998 — 2000
Master’s Degree, Master of Science, Computer Science
King Mongkut Institute of Technology Ladkrabang, Bangkok, Thailand 1993 — 1996
Engineer’s Degree, Electronics Engineering
Digital Benefit Advisors 2014 - Present
The Guardian Life Insurance Company of America March 2011 - May 2014
Coventry Health Care / Southern Health July 2009 - March 2011
SummaCare Health Plans September 2004 - July 2009
Skills
Health Insurance, Dental, Vision Insurance, Disability Insurance, Term Life Insurance, Employee Benefits, Health Savings Accounts, Life Insurance, Brokers, Accident, Group Insurance, Flexible Spending..., Critical Illness, Group Medical, Open Enrollment, Voluntary Employee..., Insurance, Sales, Customer Retention, Accident Insurance, Licensed Life, Account Management, COBRA, Medicare
Education
The University of Akron 1983 — 1988
Bachelor of Arts, Business & Organizational Communications
McKinley Sr. HIgh School
Actuarial Risk Solutions February 2008 - Present
The Phoenix Insurance Company May 2013 - Present
Harel Insurance Company January 2009 - April 2013
The Guardian Life Insurance Company of America 2005 - 2007
Skills
Pricing, Product Development, Strategic Planning, Actuarial Science, Valuation, Underwriting, Analysis, Reinsurance, Insurance, Health Insurance, Risk Management, Financial Risk, Capital Management, Access, Leadership, Financial Analysis, Fixed Annuities, Strategic Financial..., ALM, Economic Capital, Financial Reporting, Data Analysis, Actuaries, Medicare, Portfolio Management, Defined Benefit, Pensions, Solvency II, Finance, Claim, Financial Modeling, VBA, Disability Insurance, Enterprise Risk..., Actuarial Consulting, Derivatives, Mergers & Acquisitions, Financial Services, Term Life Insurance, Business Analysis, Retirement, Long-term Care, Due Diligence, Investments, Property & Casualty..., Life Insurance, General Insurance, Employee Benefits, Brokers, Embedded Value
Education
Society of Actuaries
FSA
Touro College
BS
Distinctive Digs 2006 - 2012
Reed Business Information 2004 - 2005
The Guardian Life Insurance Company of America 1998 - 2004
Pfizer 2002 - 2002
PricewaterhouseCoopers 2000 - 2001
Chubb Computer Services 1999 - 2000
Nastel Technologies 1998 - 1998
Cortex Communications 1995 - 1998
Austin Community College 1991 - 1993
Austech Productions 1983 - 1990
Education
The University of Texas at Austin
Computer Science & Instructional Technology
University of North Texas
BBA Industrial Management
The Guardian Life Insurance Company of America June 2013 - Present
University of Georgia May 2011 - May 2013
Rutherfoord, a Marsh and McLennan Agency LLC company June 2012 - July 2012
Skills
Group Benefit Plans, Health Care Reform, Disability Insurance, Health Insurance..., Health Savings Accounts, Section 125 Plans, Flexible Spending..., Term Life Insurance, Sales, Event Management, Public Speaking, Inventory Management, Capital IQ, Vertafore ImageRight, Salesforce.com, Vertafore Sagitta, Surepath, Insurance
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration, Risk Management and Insurance
Universität Innsbruck 2011 — 2011
ARI Financial Group, Inc. August 2015 - Present
Ultimate Corporate Advertising May 2015 - August 2015
Aflac October 2014 - January 2015
Grieco Mazda of Delray Beach March 2014 - October 2014
Ascendant Planned Giving, Inc. 2012 - November 2013
The Guardian Life Insurance Company of America May 2009 - May 2012
The Guardian Life Insurance Company of America May 2008 - May 2012
Jeffrey J. Needle P.A./CMS 2004 - 2005
Jeffrey J. Needle P.A. 2002 - 2003
Skills
Small Business, Nonprofits, Philanthropy, Financial Services, Planned Giving, Financial Planners, Charities, Financial Advisory, Sales, Fundraising, Disability Insurance, Marketing, Sales Management, Advertising, Life Insurance, Corporate Social..., Social Entrepreneurship, Social Collaboration, Impact Investing, Venture Philanthropy, Social Innovation, Social Sustainability, Wealth Management, Program Management, Public Speaking, Customer Service, Management, Social Media, Team Building, Leadership, Strategic Planning, Training, Strategy
Education
University of Florida 1999 — 2003
Bachelor of Arts (B.A.), Sociology
Valencia Reserve September 2011 - Present
The Guardian Life Insurance Company of America 2009 - November 2011
Guardian Life Insurance April 2009 - September 2011
AXA Equitable 2004 - March 2008
AXA Equitable Life Insurance 2004 - 2008
AXA Financial 2004 - 2008
AXA Distributors 2004 - 2008
AXA 1996 - 2008
The MONY Group 1999 - 2004
The MONY Group / Mutual of New York 1996 - 2004
Skills
Fixed Annuities, Retirement, Product Management, Insurance, Marketing, Leadership, Financial Services, Management, Sales, Team Leadership, Sales Management, Product Development, Series 7, Mutual Funds, Retirement Planning
Education
State University of New York - System 1998 — 2001
Bachelor of Science, Marketing
The Guardian Life Insurance Company of America November 2012 - Present
AXA Financial December 2011 - March 2012
AXA Financial September 1998 - August 2011
AXA Financial January 1996 - September 1998
AXA Financial January 1994 - December 1995
AXA Financial January 1993 - December 1994
Skills
Business Process..., Analysis, Strategic Planning, Performance Management, Database Design, Financial Reporting, Recognition Programs, Sales Management, Business Planning, Process Improvement, Business Analysis, Series 7, Data Analysis, Human Resources, Vendor Management, Strategy, Program Management, Project Management, Business Intelligence, Business Process, Leadership, Forecasting, Sales, Incentive Programs, PeopleSoft, Microsoft Excel, Strategic Financial..., Business Strategy, Budgets, Access, Finance, Financial Planning, Management
Education
The University of Texas at Austin
MS, Geology
The University of Texas at Austin
MBA, Finance
Universtity of Rochester
BS, Geology
The Guardian Life Insurance Company of America December 2010 - Present
ING October 2005 - December 2010
ING U.S. Retail Annuity October 2005 - December 2010
ING April 2000 - October 2005
Prudential Financial March 1997 - March 2000
Provident Mutual Life 1977 - 1996
Skills
Financial Services, Series 24, Series 63, Mutual Funds, FINRA, Insurance, Securities, Securities Regulation, Fixed Annuities, Series 7, Variable Annuities, Enterprise Risk..., Risk Management, AML
Education
Temple University
Bachelor of Science (B.S.)
Villanova University School of Law
J.D.
Best Buy October 2013 - Present
Hollister Co. March 2013 - August 2013
The Guardian Life Insurance Company of America June 2011 - July 2012
Skills
Windows 7, Microsoft Word, Teamwork, Operating Systems, XP, Microsoft Office, Access, Microsoft Excel, Windows, PowerPoint, Leadership
Education
University at Albany 2012 — 2016
Information Technology
University at Albany 2012 — 2016
Information Technology
John Hancock Life Insurance Company (U.S.A.) July 2011 - Present
Hartford Life February 1999 - August 2011
The Guardian Life Insurance Company of America April 1996 - February 1999
Skills
Retirement, Plan Design, Pensions, Investments, Small Business, Finance, Series 6, Mutual Funds, 401k, Insurance, Financial Advisory, Business Planning, Sales, Retirement Planning, Deferred Compensation, Fixed Annuities, Series 7
Education
University of Connecticut 1984 — 1988
Bachelor, English
Skylight Financial Group May 2009 - Present
The Guardian Life Insurance Company of America September 2006 - May 2009
Skills
Disability Insurance, Insurance, Long-term Care, Long Term Care Insurance
Education
The American College
Worksite Benefit Associates, Inc. June 2014 - Present
The Guardian Life Insurance Company of America February 2013 - June 2014
The Hodgden Insurance Agency August 2009 - April 2013
Skills
Insurance, Commercial Insurance, Disability Insurance, Health Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Fixed Annuities, Marketing, Underwriting, Brokers, Long-term Care, Long Term Care Insurance, Retirement, Retirement Planning, 401k, Whole Life, Health Savings Accounts, IRAs, Estate Planning, Small Business, Financial Planners, Universal Life, Employee Benefits, Critical Illness, Workers Compensation, Homeowners, Mutual Funds, Umbrella Insurance, Accident, General Insurance, Professional Liability, Liability, Insurance Brokerage, Medicare, Claim, Roth IRA, Legal Liability, Wealth Accumulation
Education
University of Kansas 2001 — 2005
BS, Journalism, Film Studies
Blue Valley High School
Wells Fargo June 2014 - Present
GREYVALLEY CONSULTING April 2010 - Present
SouthComm October 2013 - June 2014
YP October 2012 - June 2013
Abbott August 2007 - April 2010
LEAPS Learning Services 2003 - 2010
The Guardian Life Insurance Company of America October 2003 - August 2007
THE WELL Financial Group March 2003 - August 2007
New York Life Insurance Company January 2001 - October 2003
Office Depot February 2000 - January 2001
Skills
Certified Think Feel..., Telemarketing Sales..., Franklin Covey Time..., D.E.I. Sales Training..., S.P.I.N. Sales Training, High Impact Questions, Customer Connections..., Diversity Training, Situational Leadership..., Consultative..., Certified Defensive..., Microsoft Office..., Microsoft Office, Situational Leadership, Advertising, Leadership, Marketing, Recruiting, CRM, Strategic Planning, Training, Questions, Disability Insurance, Insurance, Selling Skills, Entrepreneurship, Sales, Management, Negotiation, Employee Benefits, Social Media, Coaching, Customer Service, Small Business, Strategic Partnerships, Customer Retention
Education
University of California, Berkeley
B.A., Social Science / English Minor
VALIC November 2010 - Present
The Guardian Life Insurance Company of America 2009 - 2010
Mass Mutual Financial Group 2008 - 2009
JP Morgan Chase 2007 - 2008
Skills
Uniform Combined State..., Retirement Planning, IRAs, Fixed Annuities, Investments, Mutual Funds, Retirement, Roth IRA, 401k Rollovers, Insurance, Wealth Management, 401k, Life Insurance, Asset Allocation, Investment Advisory, Series 63, Series 6, Term Life Insurance, Securities, Disability Insurance, Long-term Care, Financial Services
Education
Texas State University 2003 — 2005
BA, Finance
United Health 2013 — Present
The Guardian Life Insurance Company of America 2012 — Present
UHC 2013 — 2014
Skills
Sales
Education
The University of North Dakota 1993 — 1998
Bachelor's degree, Psychology/Criminal Justice
The University of North Dakota 1998 — 2001
Master's degree, Graduate School
The Guardian Life Insurance Company of America December 2013 - Present
First Protocol October 2012 - December 2013
The Guardian Life Insurance Company of America September 2006 - October 2012
Ahead of the PACE Promotions September 2003 - August 2006
Skills
Budgets, Management, Project Planning, Event Planning, Contract Negotiation, Team Building, Employee Benefits, Training, Corporate Events
Education
State University of New York at Albany 1999 — 2003
Bachelor of Science (B.S.), Business Administration
The Guardian Life Insurance Company of America October 2012 - Present
Unum August 2004 - October 2012
Skills
Disability Insurance, Health Insurance, Health Savings Accounts, Insurance, Brokers, Employee Benefits, Life Insurance, Term Life Insurance, Underwriting, Long-term Care, Group Insurance, 401k, Critical Illness, Whole Life, Accident, Long Term Care Insurance, Voluntary Employee...
Education
University of Denver - Daniels College of Business 2000 — 2004
Corporate/Investment Finance
Eastside Catholic 1997 — 2000
Lockton Companies October 2014 - Present
Fallon Benefits Group August 2012 - August 2014
The Guardian Life Insurance Company of America April 2010 - August 2012
Sun Life Financial January 2007 - April 2010
GE/Genworth Financial July 2001 - January 2007
Skills
Employee Benefits, Insurance, Account Management, Disability Insurance, Sales, Sales Management, New Business Development, Strategic Planning, Contract Negotiation, Negotiation, Health Insurance, Underwriting, Investments, Leadership, Life Insurance, Financial Analysis, Marketing, Process Improvement, Team Building, Health Savings Accounts, Term Life Insurance, Group Insurance, Management, Sales Presentations, Salesforce.com
Education
University of Georgia - Terry College of Business 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Rockdale County High School
The Guardian Life Insurance Company of America November 2011 - Present
Guardian September 2001 - November 2011
Empire Blue Cross Blue Shield March 1982 - July 1998
Skills
Vendor Management, Six Sigma, Risk Management, CRM, Leadership, Strategic Planning, Project Management
Education
State University of New York Empire State College
Bachelor of Arts (B.A.)
Lifestyle Family Fitness August 2010 - Present
Selective HR Solutions, Inc. August 2006 - August 2010
The Guardian Life Insurance Company of America March 2004 - August 2006
Alvion Technologies June 2002 - February 2004
Professional Information Technologies November 1997 - June 2002
Education
State University 'Lviv Polytechnics' 1991 — 1997
MS, Computer Science
Guardian Life January 2015 - Present
The Guardian Life Insurance Company of America February 2011 - Present
Guardian Life Insurance Company June 2008 - February 2011
2005-2008Telerex Marketing Inc December 2005 - June 2008
ICT Group January 2001 - January 2005
various January 1978 - January 2001
DigitalAccess, Inc. 1999 - 2000
Philadelphia Inquirer January 1996 - January 1999
Betz Dearborn 1994 - 1999
Hercules January 1990 - January 1996
Skills
Vendor Management, Call Center, Software Development, Integration, Process Improvement, Cross-functional Team..., Call Centers, PMP, Business Analysis, SDLC, Security, Strategy, Team Building, Project Management, Business Process, PMO, Management, Leadership, Six Sigma, Project Planning, Project Portfolio..., Analysis, Testing, Outsourcing, Visio, IT Management, Business Process..., Business Intelligence, Program Management, IT Strategy, Budgets, Data Warehousing, Requirements Analysis, Requirements Gathering, Resource Management, Information Technology, Business Requirements
Education
Project Management Institute - PMP CertificationPenn State University 2005 — 2005
PMP Cert.
Penn State University - .Net CertificationPenn State University
Temple University
Temple University
Associate, Engineering
UnitedHealthcare November 2013 - Present
United Health Group Senior ActuaryUnitedHealth Group2005 - Present
United HealthCare October 2005 - November 2013
Guardian Life Insurance 1994 - 2005
The Guardian Life Insurance Company of America 1994 - 2005
Skills
Actuarial Science, Health Insurance, Insurance, Employee Benefits, Managed Care, Reinsurance, Underwriting, Risk Management, Financial Modeling, Financial Risk, Enterprise Risk..., Data Analysis, SAS, Healthcare, Predictive Modeling, Financial Analysis, Business Intelligence..., Data Visualization, Microstrategy, Mobile Application...
Education
State University of New York at Albany 1990 — 1994
Mathematics and Computer Science
Guardian Life Insurance Company October 2005 - Present
The Guardian Life Insurance Company of America 2005 - Present
New England Financial 1982 - 2005
Reading Memorial High School Reading Massachusetts September 1975 - January 1981
Skills
Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Series 7, Mutual Funds, Retirement, Life Insurance, Series 63, Strategic Financial..., Series 6, Securities, Financial Services, Investments, 401k
Education
University of Massachusetts Lowell 1979 — 1982
MBA, Business - Finance
Tufts University 1971 — 1975
BS Magna Cum Laude & Masters, Mathematics and Education
Bank of New York Mellon October 2004 - Present
The Guardian Life Insurance Company of America March 2000 - September 2004
Standard & Poor's 1998 - 2000
Thomson Financial/ Dalcom 1997 - 1997
Teekay Shipping 1994 - 1996
Skills
Data Management, Core Java, Databases, Informatica, PowerBuilder, DB2, Web Applications, Flex, WebSphere ESB, Reference Data, Business Analysis, ETL, Trading Systems, Market Data, SDLC
Education
1988 — 1990
M.S., Mechanical Engineering
The Guardian Life Insurance Company of America May 2009 - December 2014
Pioneer Investments October 2006 - February 2009
Julius Baer June 1997 - December 2005
First Federal Savings and Loan Association Rochester, NY November 1982 - June 1997
Skills
Fixed Income, Portfolio Management, Derivatives, Securities, Capital Markets, Asset Management, Trading, Options, Hedge Funds, Mutual Funds, Bloomberg, Analysis, Trading Systems, Banking, Funding, Alternative Investments, ABS, Mortgage Lending, Asset Allocation, Rates, Strategy, Financial Analysis, Money Market, ALM, Liquidity Management, Management, Vendor Management, Equities, Securitization, Proprietary Trading, Financial Risk, Interest Rate Risk..., Wealth Management, Structured Products, Risk Management, Financial Services, Credit, Private Banking, Economics, Marketing, Valuation, Investments
Education
State University of New York College at Fredonia 1978 — 1982
Bachelor of Science (BS), Economics
The Guardian Life Insurance Company of America 2011 - Present
The Guardian Life Insurance Company of America 2010 - 2011
Guardian Life Insurance 2008 - 2010
DMM Management Solutions 2007 - 2008
New York Life Insurance Company 2006 - 2007
AXA Equitable 2001 - 2004
Skills
Investments, Strategy, Mergers & Acquisitions, Strategic Financial..., Start-ups, Asset Management, Portfolio Management, Retirement Planning, Mutual Funds, Financial Modeling, Insurance, Life Insurance
Education
University of Nebraska-Lincoln
Bachelor of Science (B.S.)
Stanford University Graduate School of Business
Master of Business Administration (MBA)
Guardian Life Insurance December 1990 - Present
The Guardian Life Insurance Company of America 1990 - Present
Education
Temple University
The Guardian Life Insurance Company of America 2004 - Present
Education
The University of Texas at Austin 1997 — 1999
Arthur J. Gallagher & Co. September 2015 - Present
Guardian Life October 2013 - September 2015
The Guardian Life Insurance Company of America October 2005 - October 2013
The Herrington Teddy Bear Company: March 2004 - October 2005
THINK Together After School Program January 2005 - June 2005
Coversearch.com/Compass Ind. November 2002 - March 2004
Skills
Creative Problem Solving, Sales Support, Creative Writing, Sales Operations, Customer Service, Account Management, Employee Benefits, Disability Insurance, Insurance, Time Management, Life Insurance, Sales, Marketing, Leadership
Education
University of California, Irvine 2000 — 2005
BA, Psychology and Social Behavior, Anthropology, Minor: English
Christie Digital Systems USA Inc November 2009 - Present
Visual i Solutions March 2008 - August 2009
The Guardian Life Insurance Company of America March 2007 - October 2007
New York Life Insurance Company March 2006 - March 2007
Hendrickson Bros November 2000 - March 2006
Tanaka Enterprises Inc June 1988 - October 2000
Skills
Customer Service, Management, Sales, Sales Operations, Time Management, Sales Management, New Business Development, Sound, Project Management, Budget Process, Product Marketing, Trade Shows, Account Management, Marketing Strategy, Team Building, Microsoft Excel, CRM, MBA, Business Development
Education
University of Phoenix 2002 — 2004
MBA, Global Management
University of California, Riverside 1987 — 1993
BA, Mathematics
Midnite One LLC October 2009 - Present
Wall Street Planning Associates, Ltd May 1996 - Present
Pacific Life 2006 - 2011
The Guardian Life Insurance Company of America 1975 - 2010
Mutual of Omaha 1990 - 2005
Mutual of Omaha 1990 - 2005
MetLife 1991 - 2004
Skills
Marketing, Investments, Insurance, Term Life Insurance, Disability Insurance, Social Media, Real Estate, Public Speaking, Strategic Financial..., Management Consulting, Directing, Social Media Marketing, Life Insurance, Small Business, Fixed Annuities, CRM, Sales Presentations, Marketing Strategy, Employee Benefits, Social Networking, Business Planning, Sales, Training, Long-term Care, Financial Services, Leadership, Entrepreneurship, Executive Management, Business Development, Asset Management, Retirement Planning, Strategic Planning, Management, Financial Planners
Education
The American College 1989 — 1993
CCNY
Strategic Employee Benefit Services 1999 - Present
The Guardian Life Insurance Company of America 1996 - 1999
Anthem 1993 - 1996
Skills
Insurance, Analysis, Healthcare, Group Benefits, Disability Insurance, Dental, Health Insurance, Account Management, Consultative Selling, Underwriting, Public Speaking, Negotiation, Management, Employee Benefits, Sales, Leadership, COBRA
Education
University of Cincinnati
Marketing, Business Management, TQM, HR
Guardian Life November 2014 - Present
The Guardian Life Insurance Company of America September 2011 - October 2014
Guardian Life Insurance November 2008 - September 2011
Guardian Life Insurance June 2007 - October 2008
Guardian Life Insurance June 2005 - June 2007
Skills
Actuarial Science, Insurance, Access, Employee Benefits, Health Insurance, Risk Management, Pricing, Statistics, Training, Microsoft Excel, Finance, Forecasting, Life Insurance, Underwriting, Leadership, Disability Insurance, Analysis
Education
The College of New Jersey 2001 — 2005
BA, Mathematics
The Guardian Life Insurance Company of America February 2013 - Present
Reliance Standard October 2010 - January 2013
Assurant Employee Benefits June 2007 - October 2010
Education
University of Colorado at Boulder 2003 — 2007
Leeds School of Business
The Guardian Life Insurance Company of America March 2013 - Present
New York Life Insurance Company March 2011 - July 2012
New York Life Insurance Co. August 2007 - March 2011
New York Life Insurance Co. April 1993 - August 2007
John Hancock March 1984 - September 1992
Skills
Relationship Management, Communication, Organization, Case Design & Management, Life Insurance Marketing, Private Placement Life..., Life Insurance..., Life insurance licensed..., FINRA Series 6, 7, 26 &..., Marketing, Management, Private Placements, Life Insurance, Designs
Education
Central Missouri State University 1979 — 1983
BS, Communications, Management
Bishop Hogan High School 1975 — 1979
The Guardian Life Insurance Company of America October 2001 - Present
seagate travel 2000 - 2001
grand hyatt new york 1997 - 2000
Skills
Event Planning, Event Management, Customer Service, Team Leadership, Marketing, Leadership, Contract Negotiation, Hospitality, Corporate Events, Meeting Planning, Trade Shows, Budgets, Copywriting, Marketing Communications, Social Media Marketing
Education
State University of New York College at Plattsburgh 1993 — 1997
Bachelors, Hotel Restaurant Management
Lockton Companies August 2013 - Present
St George Episcopal School 2013 - 2014
The Guardian Life Insurance Company of America April 2012 - August 2013
Aetna Life & Casualty February 2007 - April 2012
Fort Dearborn Life June 2005 - February 2007
Hartford Life March 2002 - June 2005
Prudential Insurance 1997 - 2000
The Romine Group 1998 - 1999
Unum 1996 - 1997
Skills
Disability Insurance, Group Insurance, Insurance, Employee Benefits, Critical Illness, Health Insurance, Marketing, Health Savings Accounts, Sales, Underwriting, Brokers, Selling, Management, Dentistry, 401k, Life Insurance
Education
Texas A&M University 1992 — 1996
BBA, Finance
St. Thomas High School 1988 — 1992
St. Francis Episcopal 1985 — 1988
Morgan Stanley Wealth Management July 2005 - Present
The Guardian Life Insurance Company of America January 2000 - July 2005
Prudential Financial 1996 - 2000
Skills
Fixed Annuities, Variable Annuities, Insurance, Regulatory Affairs, Regulatory Examinations, Legal Compliance, Complaint Management, Suitability, Investments, Management, Retirement Planning, Risk Management, Securities, Fixed Income, Financial Services, Equities, FINRA, Asset Allocation, Asset Management, Investment Advisory, Wealth Management, Wealth Management...
Education
Richard Stockton College of New Jersey 1990 — 1994
Bachelor's degree, Business Administration
The Guardian Life Insurance Company of America December 2011 - Present
The Guardian Life Insurance Company of America July 2010 - December 2011
AXA Asia Pacific Holding March 2005 - January 2008
AXA-Equitable February 2001 - March 2005
Ramsey Beirne Associates 1999 - 2001
Philip Morris Companies June 1992 - July 1999
Kraft General Foods March 1992 - April 1994
Skills
Temporary Placement, Talent Acquisition, Personnel Management, Performance Management, Succession Planning, Leadership Development, Human Resources, Strategy, Employee Relations, Cross-functional Team..., Leadership, Mergers & Acquisitions, Interviews, Employee Engagement, Executive Search, Change Management, Talent Management, Management, Recruiting, Process Improvement, Executive Pay, Program Management
Education
University at Albany, SUNY 1980 — 1984
BS, Business
The Guardian Life Insurance Company of America May 2012 - Present
Prudential Financial June 2010 - May 2012
Phoenix Life Insurance Company June 2007 - June 2010
Ernst & Young January 2005 - April 2007
Hamilton Sundstrand January 2004 - August 2004
Skills
Financial Analysis, Tax, Accounting, Corporate Tax, Financial Reporting, GAAP, Customer Service, US GAAP, SEC filings, Sarbanes-Oxley Act
Education
University of Hartford 2005 — 2007
MS, Taxation
University of Hartford 2001 — 2004
BS, Accounting
The Guardian Life Insurance Company of America October 2012 - Present
Gentry Partners, Ltd. July 2003 - September 2012
Gentry Partners, Ltd. May 2006 - October 2007
John Hancock Life Insurance Company (U.S.A.) 2000 - 2003
Mass Mutual 1998 - 2000
Skills
Strategic Financial..., Securities, Customer Service, Strategic Planning, Investments, Analysis, Risk Management, Wealth, Wealth Management..., Sales Management, Financial Planning, Retirement, Insurance, Life Insurance, Long-term Care, Fixed Annuities, Investment Advisory, Financial Services, Retirement Planning, Alternative Investments, Disability Insurance, Portfolio Management, Series 63
Education
The University of Connecticut 1994 — 1998
BA, International Relations & Spanish
The Guardian Life Insurance Company of America July 2006 - Present
healthmarkets December 1999 - July 2006
Optimum Re October 1997 - December 1999
Optimum March 1993 - September 1997
Skills
Actuarial, Actuarial Science, Reinsurance, Financial Reporting, Disability Insurance, Risk Management, Valuation, Reserving, Data Warehousing, Analysis, Life Insurance, Underwriting, Insurance, Health Insurance, Financial Risk, Employee Benefits, Business Analysis, ALM, Pricing, Enterprise Risk..., Capital Management, Strategic Financial..., Actuarial Consulting, Actuaries, Long-term Care, Term Life Insurance, Embedded Value
Education
Université Laval 1990 — 1993
B. Sc. Act., Actuarial Science
AIG Direct Insurance Services, Inc. October 2009 - Present
AIG Direct Insurance Services, Inc. May 2009 - October 2009
LPL Financial 2006 - 2009
American General Life Companies 2004 - 2009
MetLife 2001 - 2005
Financial Profiles 1998 - 2000
The Guardian Life Insurance Company of America 1996 - 1998
Financial Profiles 1991 - 1995
Skills
Customer Service, Management, Training, Team Building, Life Insurance, Leadership, Sales, Insurance, Recruiting, Process Improvement, Business Development, Team Leadership, Project Management, Business Analysis, Risk Management, Program Management, Call Centers, Financial Services, Team Management, Finance, Selling, Vendor Management, Marketing, Relationship Management, CRM, Project Planning, Investments, Account Management, Customer Retention, Estate Planning, Strategy, Fixed Annuities, Executive Management, Term Life Insurance, Underwriting, Business Process, Series 6, Retirement Planning, Retirement, Financial Advisory, Mutual Funds, Series 63, Securities, Brokers, Wealth Management
Education
The American College 2013 — 2014
Chartered Financial Consultant, Financial Planning and Services
The American College 2011 — 2013
Chartered Life Underwriter, Insurance
Life Office Management Association 2010 — 2012
Fellow, Life Management Institute, Insurance
University of Michigan 1986 — 1991
BSE, Computer Engineering
The Guardian Life Insurance Company of America October 2010 - Present
Humana April 2008 - October 2010
CIGNA May 2002 - April 2008
Skills
Creative Solutions, Sales Operations, Employee Benefits, Disability Insurance, Sales, Risk Management, Management, Customer Service, Life Insurance, Sales Management, Healthcare, Cold Calling, Process Improvement, Underwriting, Term Life Insurance, Health Insurance, Dentistry, Health Savings Accounts, Account Management, Insurance, Group Insurance, Brokers, Managed Care, Fixed Annuities, 401k, Medicare, Long-term Care, Critical Illness, Retirement, COBRA, Retirement Planning
Education
University of Nebraska at Omaha 2000 — 2002
MBA
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
B.S., Finance
Swansea University 1998 — 1998
International Business
The Guardian Life Insurance Company of America 2007 - Present
Tata Consultancy Services 2004 - 2007
Fujitsu Consulting Inc. 2000 - 2004
Merrill Lynch 1993 - 2000
Skills
Information Technology, Intellectual Property, Outsourcing, Commercial Transactions, Contracts, New Media, Software Licensing, Big Data, Cybersecurity, Information Services, Commercial Contracting, Procurement, IT Procurement, General Corporate..., Licensing, Management, Leadership, Analysis
Education
Touro College Jacob D. Fuchsberg Law Center
Juris Doctor, Law, Cum Laude
St. John’s University 1982 — 1986
BS, Business Management
St. John’s University 1982 — 1984
AS, Computer Programming
The Guardian Life Insurance Company of America September 2012 - Present
Trepoint April 2011 - August 2012
Merrill Lynch Institutional Retirement and Philanthropic Group July 2007 - February 2010
UBS Global Asset Management January 2005 - June 2006
UBS Wealth Management August 2001 - December 2005
Paine Webber July 1994 - August 2000
IBM Global Business Services February 1991 - May 1994
Skills
Product Management, Program Management, Mergers & Acquisitions, Management Consulting, Management, Outsourcing, Portfolio Management, Financial Services, Leadership, Integration, Investments, Digital Marketing, Software Project..., Product Development, Project Management, Mergers, Equities
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance
University at Albany, SUNY 1979 — 1983
BA, Math, Computer Science, Political Science
Brooklyn College October 2009 - Present
Brooklyn College May 2001 - September 2009
Kossar & Garry Architects August 1998 - April 2001
The Guardian Life Insurance Company of America July 1996 - April 1998
Skills
AutoCAD, Project Management, Sustainability
Education
The Cooper Union for the Advancement of Science and Art 1993 — 1998
Bachelor, Architecture
The Guardian Life Insurance Company of America July 2009 - Present
SupraCode January 2003 - June 2009
ArtShare Montclair, Inc April 2007 - April 2009
Guardian Life Insurance November 1994 - April 2002
Skills
Strategy, Management, Marketing, Employee Benefits, Marketing Communications, Leadership, Insurance, Disability Insurance, Marketing Strategy, Life Insurance, Copywriting, Corporate Communications, Direct Marketing, Email Marketing, Financial Services, Integrated Marketing, Internal Communications, Nonprofits, Risk Management, Social Media, Social Media Marketing, Thought Leadership
Education
University at Albany, SUNY
BA, Communications
Morgan Stanley March 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company September 2010 - February 2014
Sullivan & Cromwell LLP July 2006 - August 2008
The Guardian Life Insurance Company of America June 2005 - July 2006
Education
State University of New York at Albany 2006 — 2010
Bachelor of Science, Finance & Information Technology Management
MetLife June 2011 - Present
The Guardian Life Insurance Company of America August 2008 - May 2011
Education
Temple University - Fox School of Business and Management 2005 — 2008
Actuarial Science
Prudential Financial August 2015 - Present
The Guardian Life Insurance Company of America August 2010 - July 2015
Chartis June 2009 - July 2010
KPMG October 2007 - April 2009
PricewaterhouseCoopers December 2005 - October 2007
Skills
Financial Statements, Financial Analysis, Financial Planning, Analysis, Portfolio Management, Auditing, Finance, Accounting, Executive Management, Insurance, Strategic Financial..., Financial Audits, Sarbanes-Oxley Act, Internal Controls
Education
Temple University 2001 — 2005
BBA, Accounting
Guardian Life June 2015 - Present
Guardian Life June 2013 - June 2015
The Guardian Life Insurance Company of America May 2012 - June 2013
The Guardian Life Insurance Company of America July 2010 - May 2012
Group One Trading July 2008 - April 2010
Group One Trading, LP July 2007 - July 2008
Ministry of Fisheries (MFish) October 2004 - September 2005
Major League Baseball Advanced Media October 2002 - August 2004
Major League Baseball Advanced Media May 2001 - October 2002
Centers for Academic Programs Abroad (CAPA) August 2000 - April 2001
Skills
Compliance, Series 24, Training, Leadership, Management, Branch Examinations, Sales, Performance Management, Options, Operations Management, Trading, Series 7, Microsoft Excel, Administration, Call Centers, FINRA, Customer Satisfaction, Insurance, Securities, Series 63
Education
State University of New York College at Oswego 1996 — 2000
Bachelor of Arts (B.A.), History/Business Administration
Midwood High School 1992 — 1996
The Guardian Life Insurance Company of America March 2013 - Present
Dearborn National 2012 - Present
The Guardian Life Insurance Company of America July 2004 - April 2012
UnitedHealthcare 1997 - 2004
Skills
Expert relationship..., Proven sales track..., Highly Dedicated, Territory..., Sales Presentation..., Professional Experience, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Sales, Relationship Developer, Dental Sales, Disability Benefits, Life Insurance, Critical Illness, Voluntary Employee..., Medical Sales, medicare sales, Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Dentistry, Self-funded, Sales Management, Term Life Insurance, Sales Operations, Brokers, Disability Insurance, Account Management, Underwriting
Education
Syracuse University
The Annexus Group 2013 - Present
IMO for Mutual Funds June 2011 - January 2013
The Guardian Life Insurance Company of America July 2008 - July 2009
Jackson National Life January 2002 - July 2006
Skills
Investments, Strategic Financial..., Retirement Planning, Wealth Management, Equities, Portfolio Management, Retirement, Insurance, Sales, Sales Management, Salesforce.com, Annuity Sales, Mutual Funds, Coaching, Adaptability, Common Sense, Business Planning, New Business Development, Investment Decisions, Timely Decision Making, Creativity, Goal Oriented
Education
University of Arizona
Bachelors of Science, Communications
Teknion February 2013 - Present
Bimbo Bakeries USA September 2011 - February 2013
The Guardian Life Insurance Company of America July 2010 - June 2011
Susquehanna University August 2008 - May 2010
Riverside Rehabilitation and Nursing Center May 2009 - January 2010
Skills
PowerPoint, Business Analysis, Competitive Analysis, Financial Analysis, Microsoft Excel, Salesforce.com, Microsoft Office 2007, Excel, Word, Vizio, Oracle Applications, Oracle Discoverer, Management, Microsoft Office
Education
West Texas A&M University 2014 — 2016
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General, 3.75
Susquehanna University 2006 — 2010
Bachelor of Science, Business Administration; Minor: Marketing Economics, 3.6
The ExecuSearch Group March 2014 - Present
CHUNGDAHM Learning May 2012 - November 2013
Marsh & McLennan Companies, Inc. February 2011 - April 2012
Sigma Chi Fraternity, Psi Psi Chapter January 2009 - April 2010
The Guardian Life Insurance Company of America June 2007 - August 2008
Skills
Public Speaking, Writing, Copy Editing, Organizational..., Editing, Newsletters, PowerPoint, Microsoft Office, Microsoft Word, Web Content, Intranet, Web Content Management, Teaching, Management, Press Releases, Internal Communications, Marketing
Education
Syracuse University 2006 — 2010
B.S., Communications and Rhetorical Studies, Management Studies
Hebron Academy 2002 — 2006
Long Term Care Associates, Inc. February 2008 - Present
Long Term Care Associates, Inc. February 2008 - Present
The Guardian Life Insurance Company of America December 2004 - February 2008
Aflac January 2001 - December 2004
Skills
Health Insurance, Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Brokers, Life Insurance, Umbrella Insurance, Homeowners, Fixed Annuities, Retirement Planning, Retirement, Medicare, Workers Compensation, Inland Marine, Accident
Education
University of Washington 1972 — 1974
Bachelor of Arts (B.A.), History
University of Arkansas at Fayetteville 1970 — 1972
Bachelor of Arts (B.A.), History
The Guardian Life Insurance Company of America Regional Sales ManagerINGFebruary 2006 - November 2010
NFP Thorbahn January 2003 - January 2006
Combined Services LLC January 1999 - December 2002
Skills
Life Insurance, Insurance, Account Management, Vendor Management, Disability Insurance, New Business Development, Retirement Planning, Employee Benefits, Brokers, Strategy, Underwriting, Health Insurance, Fixed Annuities
Education
Syracuse University 1993 — 1997
Bachelor of Arts (B.A.), International Relations and Affairs
Superior Vision Services March 2008 - September 2013
CompBenefits February 2004 - March 2008
The Guardian Life Insurance Company of America 1994 - 2004
Skills
Health Savings Accounts, Disability Insurance, Employee Benefits, Health Insurance, Insurance, Underwriting, Life Insurance, Long-term Care, Managed Care, Term Life Insurance
Education
Texas Lutheran University 1975 — 1977
BA, Management
MFP Strategies October 2012 - July 2013
Promus Financial July 2011 - June 2012
The Guardian Life Insurance Company of America October 2000 - April 2006
Aetna March 2000 - October 2000
The Guardian Life Insurance Company of America January 1995 - March 2000
The Guardian Life Insurance Company of America November 1993 - January 1995
Skills
Financial Services, Investments, Retirement Planning, Wealth Management, Investment Advisory
Education
Temple University - Fox School of Business and Management 1988 — 1991
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
Daddy's Junky Music, Inc. July 1994 - October 2011
The Guardian Life Insurance Company of America March 1993 - May 1994
AXA Equitable January 1984 - March 1993
Education
The University of Connecticut
BA, English
Katco Crafts June 2010 - Present
The Guardian Life Insurance Company of America April 1979 - June 2010
Berkshire Life 2001 - 2010
Education
State University of New York College at Cortland 1968 — 1973
BS, Physical Education
Incite January 2015 - Present
MarketShare March 2013 - December 2014
The Guardian Life Insurance Company of America February 2012 - March 2013
Self October 2011 - February 2012
Bluewater Learning March 2007 - September 2011
Self November 2005 - March 2007
Lieberman Research Worldwide January 2004 - September 2005
Assent, LLC. February 2003 - November 2003
Skills
Market Research, Focus Groups, Qualitative Research, Analysis, Forecasting, SPSS, Technical Analysis, Quantitative Research, Customer Satisfaction..., Marketing, Analytics, Marketing Research, Customer Satisfaction..., Customer Insight, Competitive Analysis, Competitive Intelligence, Survey Design, Market Analysis, Consumer Behaviour, Strategy, Segmentation, Online Research, Data Analysis, Advertising Research, Market Intelligence, Predictive Analytics, Predictive Modeling, Consumer Insight, Strategic Consulting, Brand Equity, Statistical Modeling, Ethnography, Marketing Strategy, Management, Leadership, Consulting, FMCG, Business Insights, Digital Marketing
Education
University of California, Berkeley 1999 — 2002
Interdisciplinary Studies Field, Sociology, Economics, Business Adminstration
PAMG July 2012 - Present
The Guardian Life Insurance Company of America March 2012 - July 2012
Prudential Financial July 2008 - March 2012
Promark Financial April 2002 - July 2008
Federal Network Services January 2001 - December 2001
Ascolta Training Company January 1997 - December 2000
Skills
Management, Sales, Strategy, Strategic Planning, Sales Management, Financial Services, Program Management, Investments, Marketing, Business Development, Microsoft Office, Leadership, Financial Planning, Portfolio Management, Public Speaking, Marketing Strategy, Financial Analysis, Asset Management, Strategic Financial..., Negotiation, Retirement Planning, Financial Modeling, Mutual Funds, Insurance
Education
UC Irvine
Economics, Economics
MetLife July 2015 - Present
The Guardian Life Insurance Company of America September 2012 - July 2015
TD Bank November 2010 - August 2012
National Penn Bank May 2005 - October 2010
National Penn Bank March 1999 - April 2005
Berks County Bank October 1993 - March 1999
Skills
Certified Internal..., Certified Public..., Banking, Risk Management, Communication, Highly detail oriented, Internal Controls, Risk Assessment, Sarbanes-Oxley, CPA, Internal Audit, Auditing
Education
University of Delaware
Bachelor of Science, Accounting
Memorial Hermann Health System September 2014 - Present
Integrated Benefits Solutions September 2013 - August 2014
Aflac April 2013 - September 2013
UnitedHealthcare February 2008 - April 2013
Landry's Restaurants March 2007 - February 2008
Bankers Life and Casualty November 2006 - March 2007
CIGNA September 2005 - October 2006
Leggette Actuaries June 2005 - September 2005
The Guardian Life Insurance Company of America September 2000 - June 2005
Skills
Leadership, Financial Analysis, Competitive Analysis, Marketing Strategy, Marketing, Highly detail oriented, Process Improvement, Sales Operations, Presentation Development, Sales Presentations, Retention Strategies, Account Management, Brokers, Disability Insurance, Employee Benefits, Health Insurance, Insurance, Life Insurance, Long-term Care, Managed Care, Medicare, Sales
Education
The University of Texas at Dallas 1996 — 2000
Bachelor of Arts (BA), American Government and Politics (United States)
WellPoint April 2014 - Present
WellPoint (previously Claim Management Services, Inc.) April 1999 - December 2012
WellPoint (previously Claim Management Services, Inc.) October 1997 - April 1999
The Guardian Life Insurance Company of America June 1991 - October 1997
Skills
Systems Analysis, SDLC, SharePoint, Microsoft Office, Requirements Analysis, Business Analysis, Databases, Access, Medicare, Functional Requirements, ClearQuest, Health Insurance, Lean IT, Healthcare, Certified Lean, Data Analysis, ReqPro, Highly Organized &..., IBM Rational Tools, Medical Terminology, Abstracts, Certification of..., Project Planning, Virtual Teams, Insurance Background, Problem Solving, Reliable, Hands-on Professional, Subject Matter Experts, BRDs, Visual Modeling, Use Case, Project Management Tools, Traceability Matrix, Relational Databases, High Reliability, Flexible to Change, Interpersonal Skill, Analyzer, Strategic Planning, Query Analyzer, Functional Decomposition, HIPAA, PMP, Quality Assurance, Software Documentation
Education
The George Washington University 2008 — 2008
PMP® Exam Power Prep Study, Project Management
UNIVERSITY OF COLARADO at DENVER 2006 — 2006
Certification of Business Analyst, Business
The Guardian Life Insurance Company of America January 2014 - Present
Education
The University of Texas at Austin 1976 — 1980
BBA