The Hartford/Planco
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The Hartford/Planco Employees
Employee
Years
Job
Industry
Jeff Hall, CFP® Jeff Hall, CFP®'s The Hartford/Planco Experience 2004 - 2009
Job CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
Legacy Solutions January 2010 - Present
The Hartford/Planco 2004 - 2009
Unisys 2003 - 2003
Skills
Series 7, Mutual Funds, Variable Annuities, Series 6, Series 65, Fixed Annuities, Retirement, Retirement Planning, 401k, IRAs, Life Insurance, Long Term Care Insurance, Wealth Management, Long-term Care, Asset Allocation, Investments, Insurance, Financial Planners, Strategic Financial..., Series 63
Education
Penn State University 1999 — 2004
Downingtown high school 1996 — 1999
Legacy Solutions January 2010 - Present
The Hartford/Planco 2004 - 2009
Unisys 2003 - 2003
Skills
Series 7, Mutual Funds, Variable Annuities, Series 6, Series 65, Fixed Annuities, Retirement, Retirement Planning, 401k, IRAs, Life Insurance, Long Term Care Insurance, Wealth Management, Long-term Care, Asset Allocation, Investments, Insurance, Financial Planners, Strategic Financial..., Series 63
Education
Penn State University 1999 — 2004
Downingtown high school 1996 — 1999
Carolyn Boccaccio Carolyn Boccaccio's The Hartford/Planco Experience February 2007 - January 2008
Job Vice President, Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2013 - Present
OppenheimerFunds September 2010 - February 2013
ING January 2008 - October 2008
The Hartford/Planco February 2007 - January 2008
MetLife Investors May 2004 - January 2007
Travelers Life & Annuity January 2002 - May 2004
Skills
Fixed Income, Retirement Planning, Marketing, Financial Markets, Sales, Series 7, Series 63, Mutual Funds, Investments, Finance, Asset Allocation, Securities, Alternative Investments, Retirement, 401k, Asset Management
Education
Rutgers University-New Brunswick 1995 — 2000
Bachelors, History, Minor, Political Science
OppenheimerFunds February 2013 - Present
OppenheimerFunds September 2010 - February 2013
ING January 2008 - October 2008
The Hartford/Planco February 2007 - January 2008
MetLife Investors May 2004 - January 2007
Travelers Life & Annuity January 2002 - May 2004
Skills
Fixed Income, Retirement Planning, Marketing, Financial Markets, Sales, Series 7, Series 63, Mutual Funds, Investments, Finance, Asset Allocation, Securities, Alternative Investments, Retirement, 401k, Asset Management
Education
Rutgers University-New Brunswick 1995 — 2000
Bachelors, History, Minor, Political Science
Samuel Sheldon, CPA Samuel Sheldon, CPA's The Hartford/Planco Experience 2004 - 2006
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2006 - Present
The Hartford/PLANCO 2004 - 2006
Daniel A. Winters & Company, CPAs 2000 - 2004
Skills
Mergers & Acquisitions, CPA, Previously Series 27..., Finance, Financial Analysis, Accounting, Derivatives, Investment Banking, Financial Modeling, Analysis, Financial Reporting, Corporate Finance, Banking, Financial Accounting
Education
Bloomsburg University of Pennsylvania 1996 — 2000
B.S.B.A., Accounting
J.P. Morgan May 2006 - Present
The Hartford/PLANCO 2004 - 2006
Daniel A. Winters & Company, CPAs 2000 - 2004
Skills
Mergers & Acquisitions, CPA, Previously Series 27..., Finance, Financial Analysis, Accounting, Derivatives, Investment Banking, Financial Modeling, Analysis, Financial Reporting, Corporate Finance, Banking, Financial Accounting
Education
Bloomsburg University of Pennsylvania 1996 — 2000
B.S.B.A., Accounting
Jackie Frey Jackie Frey's The Hartford/Planco Experience January 1997 - July 2009
Job Territory Management Marketing Assistant Marketing Manager
Industry Investment Management
Experience
Independent Contractor April 2014 - Present
Independent Contractor April 2013 - April 2014
Radius Toothbrush January 2012 - April 2013
Wrigley's Office Supply May 2011 - April 2012
The Hartford/Planco January 1997 - July 2009
The Hartford/Planco 1995 - 1997
Asistant Manager of the West Coast Division The Hartford/Planco January 1993 - January 1995
Planco/National Home Life January 1992 - January 1994
PLANCO January 1992 - January 1993
TREHER OFFICE PRODUCTS January 1990 - January 1992
Skills
Mutual Funds, Sales, Fixed Annuities, Selling, Training, Retirement, Series 6, Series 63, Variable Annuities, 401k, Retirement Planning, Financial Services, Investments, Marketing, Life Insurance, Leadership, Insurance, Investment Advisory, Alternative Investments, Fixed Income, Relationship Management, Customer Service, Wholesale, Salesforce.com, Sales Operations, Sales Management, Account Management, Qualified Retirement..., Marketing Strategy, Outlook, IRAs, Investment Management, Financial Advisory
Education
Kutztown University of Pennsylvania 1987 — 1989
Bachelors, Marketing with secondary in management
Ocean County College 1985 — 1987
Associates degree, Business Admin
Independent Contractor April 2014 - Present
Independent Contractor April 2013 - April 2014
Radius Toothbrush January 2012 - April 2013
Wrigley's Office Supply May 2011 - April 2012
The Hartford/Planco January 1997 - July 2009
The Hartford/Planco 1995 - 1997
Asistant Manager of the West Coast Division The Hartford/Planco January 1993 - January 1995
Planco/National Home Life January 1992 - January 1994
PLANCO January 1992 - January 1993
TREHER OFFICE PRODUCTS January 1990 - January 1992
Skills
Mutual Funds, Sales, Fixed Annuities, Selling, Training, Retirement, Series 6, Series 63, Variable Annuities, 401k, Retirement Planning, Financial Services, Investments, Marketing, Life Insurance, Leadership, Insurance, Investment Advisory, Alternative Investments, Fixed Income, Relationship Management, Customer Service, Wholesale, Salesforce.com, Sales Operations, Sales Management, Account Management, Qualified Retirement..., Marketing Strategy, Outlook, IRAs, Investment Management, Financial Advisory
Education
Kutztown University of Pennsylvania 1987 — 1989
Bachelors, Marketing with secondary in management
Ocean County College 1985 — 1987
Associates degree, Business Admin
Chad McCartney Chad McCartney's The Hartford/Planco Experience January 2000 - December 2009
Job Owner at Express Employment Professionals
Industry Staffing and Recruiting
Experience
Express Employment Professionals February 2013 - Present
FAccess February 2011 - Present
Lincoln Financial Distributors December 2009 - February 2011
The Hartford/Planco January 2000 - December 2009
Skills
Marketing Communications, Product Marketing, Building Relationships, Strategic Partnerships, Sales Presentations, Sales Management, Fixed Annuities, Asset Allocation, Business Development, Wholesale, Sales Operations, Recruiting, Marketing, Leadership, Account Management, Management, Strategy, New Business Development, Sales, Executive Management, Training, Insurance, Investments, Financial Services, 401k, Finance, Employee Benefits, Human Resources, Series 63, Mutual Funds, Financial Advisory, Retirement Planning, Customer Retention, Series 7, Retirement, Small Business, Wealth Management, Life Insurance, Relationship Management, Strategic Financial..., Investment Advisory, Variable Annuities, Series 6, Securities, Disability Insurance, Investment Strategies, Alternative Investments, Estate Planning, IRAs, Long-term Care
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Science (BS), Marketing
University of Mississippi - School of Business Administration
Express Employment Professionals February 2013 - Present
FAccess February 2011 - Present
Lincoln Financial Distributors December 2009 - February 2011
The Hartford/Planco January 2000 - December 2009
Skills
Marketing Communications, Product Marketing, Building Relationships, Strategic Partnerships, Sales Presentations, Sales Management, Fixed Annuities, Asset Allocation, Business Development, Wholesale, Sales Operations, Recruiting, Marketing, Leadership, Account Management, Management, Strategy, New Business Development, Sales, Executive Management, Training, Insurance, Investments, Financial Services, 401k, Finance, Employee Benefits, Human Resources, Series 63, Mutual Funds, Financial Advisory, Retirement Planning, Customer Retention, Series 7, Retirement, Small Business, Wealth Management, Life Insurance, Relationship Management, Strategic Financial..., Investment Advisory, Variable Annuities, Series 6, Securities, Disability Insurance, Investment Strategies, Alternative Investments, Estate Planning, IRAs, Long-term Care
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Science (BS), Marketing
University of Mississippi - School of Business Administration
Richey Rogers Richey Rogers's The Hartford/Planco Experience January 2008 - August 2009
Job SVP National Sales Manager
Industry Financial Services
Experience
PTX Securities - Managing Broker Dealer for Sealy Strategic Equity Partners 2014 - Present
Sammons Financial Group Member Companies 2011 - 2013
The Hartford 1994 - 2011
The Hartford 2009 - 2010
The Hartford/PLANCO January 2008 - August 2009
The Hartford/PLANCO January 2007 - January 2008
The Hartford/PLANCO January 2005 - December 2006
Hartford Life Japan - HLIKK March 2002 - July 2005
The Hartford Leaders Group March 1999 - March 2002
Skills
Sales Management, International Sales, Strategic Leadership, Change Leadership, Start-up Environments, Compensation, Change Management, Start-up Environment, Deferred Compensation, Management, Executive Management, Fixed Annuities, Strategy, Start-ups, Retirement, Investments, Mutual Funds, Strategic Planning, Leadership
Education
The University of Texas at Austin
BBA, Finance
PTX Securities - Managing Broker Dealer for Sealy Strategic Equity Partners 2014 - Present
Sammons Financial Group Member Companies 2011 - 2013
The Hartford 1994 - 2011
The Hartford 2009 - 2010
The Hartford/PLANCO January 2008 - August 2009
The Hartford/PLANCO January 2007 - January 2008
The Hartford/PLANCO January 2005 - December 2006
Hartford Life Japan - HLIKK March 2002 - July 2005
The Hartford Leaders Group March 1999 - March 2002
Skills
Sales Management, International Sales, Strategic Leadership, Change Leadership, Start-up Environments, Compensation, Change Management, Start-up Environment, Deferred Compensation, Management, Executive Management, Fixed Annuities, Strategy, Start-ups, Retirement, Investments, Mutual Funds, Strategic Planning, Leadership
Education
The University of Texas at Austin
BBA, Finance
Scott Scherer Scott Scherer's The Hartford/Planco Experience 1999 - 2004
Job President , Employee Benefits & Income Solutions Wholesale & Institutional Distribution. Hall of Fame Benefits
Industry Financial Services
Experience
Hall of Fame Benefits securities offered through TCFG 2009 - Present
Cole Capital 2008 - October 2009
Genworth Financial 2004 - 2008
The Hartford/Planco 1999 - 2004
Demptos Glass & Cooperage Napa, CA 1996 - 1999
San Diego and Solano Private Industry Council's 1990 - 1996
Katz Communications December 1988 - February 1990
Skills
Retirement Planning, 401k, Security licenses 7, License 6, license 63, license 66, Life and Health..., Retirement, Employee Benefits, Alternative Investments, Investments, Marketing, Sales, Health Insurance, Life Insurance, Disability Insurance, Insurance, Sales Management, Strategic Planning, Finance, Management, Human Resources, Leadership, Financial Advisory, Workers Compensation, Business Planning
Education
University of Arizona 1984 — 1988
Patrick Henry High School 1982 — 1984
Hall of Fame Benefits securities offered through TCFG 2009 - Present
Cole Capital 2008 - October 2009
Genworth Financial 2004 - 2008
The Hartford/Planco 1999 - 2004
Demptos Glass & Cooperage Napa, CA 1996 - 1999
San Diego and Solano Private Industry Council's 1990 - 1996
Katz Communications December 1988 - February 1990
Skills
Retirement Planning, 401k, Security licenses 7, License 6, license 63, license 66, Life and Health..., Retirement, Employee Benefits, Alternative Investments, Investments, Marketing, Sales, Health Insurance, Life Insurance, Disability Insurance, Insurance, Sales Management, Strategic Planning, Finance, Management, Human Resources, Leadership, Financial Advisory, Workers Compensation, Business Planning
Education
University of Arizona 1984 — 1988
Patrick Henry High School 1982 — 1984
Adam Beck Adam Beck's The Hartford/Planco Experience September 2006 - March 2011
Job IT Professional
Industry Information Technology and Services
Experience
A Premier Financial Services Company in Malvern PA August 2012 - Present
The Hartford/PLANCO September 2006 - March 2011
CSS Technical Services 2011 - 2011
The Hartford/PLANCO September 2004 - September 2006
The Hartford/PLANCO September 2001 - September 2004
The Hartford/PLANCO September 1999 - September 2001
Personal Computer Learning Centers August 1997 - August 1999
Personal Computer Learning Centers 1994 - August 1997
Skills
SDLC, Business Analysis, Software Project..., Software Documentation, SharePoint, Requirements Analysis, Enterprise Architecture, Lotus Notes, IT Management, IT Strategy, Enterprise Software, Visio, SQL, Integration, ITIL, Project Portfolio..., Vendor Management, SOA, Unix, Databases, Business Intelligence, PMP, IT Service Management, Active Directory, Microsoft SQL Server, Agile Methodologies, Software Development
Education
Indiana University of Pennsylvania 1987 — 1992
Bachelor of Science, Computer Science
A Premier Financial Services Company in Malvern PA August 2012 - Present
The Hartford/PLANCO September 2006 - March 2011
CSS Technical Services 2011 - 2011
The Hartford/PLANCO September 2004 - September 2006
The Hartford/PLANCO September 2001 - September 2004
The Hartford/PLANCO September 1999 - September 2001
Personal Computer Learning Centers August 1997 - August 1999
Personal Computer Learning Centers 1994 - August 1997
Skills
SDLC, Business Analysis, Software Project..., Software Documentation, SharePoint, Requirements Analysis, Enterprise Architecture, Lotus Notes, IT Management, IT Strategy, Enterprise Software, Visio, SQL, Integration, ITIL, Project Portfolio..., Vendor Management, SOA, Unix, Databases, Business Intelligence, PMP, IT Service Management, Active Directory, Microsoft SQL Server, Agile Methodologies, Software Development
Education
Indiana University of Pennsylvania 1987 — 1992
Bachelor of Science, Computer Science
Kevin Comer's The Hartford/Planco Experience February 2007 - December 2008
Job SAAS Enterprise Account Executive
Industry Information Technology and Services
Experience
FinancialForce.com April 2015 - Present
Trintech April 2013 - April 2015
EMC April 2010 - April 2013
JPMorgan Chase December 2008 - April 2010
The Hartford/Planco February 2007 - December 2008
Dreyfus February 2004 - February 2007
Wall Street Access October 1999 - February 2004
New York City Employees Retirement System September 1996 - September 1999
Skills
SaaS, Financial Services, Enterprise Software, Mutual Funds, Series 7, Sales, Cloud Computing, Investments, Asset Management, Wealth Management, Equities, Salesforce.com, Hedge Funds, Financial Advisory, Portfolio Management, Sarbanes-Oxley Act
Education
MBA- Long Island University 2005 — 2010
M.B.A, Business Administration and Management, General
St. Francis College 1995 — 1999
BA, History
Bishop Ford 1991 — 1995
General, General
FinancialForce.com April 2015 - Present
Trintech April 2013 - April 2015
EMC April 2010 - April 2013
JPMorgan Chase December 2008 - April 2010
The Hartford/Planco February 2007 - December 2008
Dreyfus February 2004 - February 2007
Wall Street Access October 1999 - February 2004
New York City Employees Retirement System September 1996 - September 1999
Skills
SaaS, Financial Services, Enterprise Software, Mutual Funds, Series 7, Sales, Cloud Computing, Investments, Asset Management, Wealth Management, Equities, Salesforce.com, Hedge Funds, Financial Advisory, Portfolio Management, Sarbanes-Oxley Act
Education
MBA- Long Island University 2005 — 2010
M.B.A, Business Administration and Management, General
St. Francis College 1995 — 1999
BA, History
Bishop Ford 1991 — 1995
General, General
Andrew Crandall's The Hartford/Planco Experience November 2004 - February 2006
Job National Sales Desk Manager at Prudential Annuities
Industry Financial Services
Experience
Prudential Annuities July 2011 - Present
Prudential Financial September 2007 - July 2011
Lincoln Financial Distributors February 2006 - September 2007
The Hartford/PLANCO November 2004 - February 2006
Skills
Series 6, Fixed Annuities, Series 63, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, Financial Services, Relationship Management, Wholesale, Sales Management, Qualified Retirement..., Strategic Planning, 401k Rollovers, Strategic Financial..., Investments, Separately Managed..., FINRA, Alternative Investments, Wealth Management
Education
Kutztown University of Pennsylvania
B.A., Political Science
Prudential Annuities July 2011 - Present
Prudential Financial September 2007 - July 2011
Lincoln Financial Distributors February 2006 - September 2007
The Hartford/PLANCO November 2004 - February 2006
Skills
Series 6, Fixed Annuities, Series 63, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, Financial Services, Relationship Management, Wholesale, Sales Management, Qualified Retirement..., Strategic Planning, 401k Rollovers, Strategic Financial..., Investments, Separately Managed..., FINRA, Alternative Investments, Wealth Management
Education
Kutztown University of Pennsylvania
B.A., Political Science
Alan Hoyt's The Hartford/Planco Experience January 2001 - July 2009
Job Head of IT at City Of London Investment Management Co., LTD
Industry Investment Management
Experience
City Of London Investment Management Co., LTD 2009 - Present
The Hartford/PLANCO January 2001 - July 2009
The Vanguard Group May 1996 - January 2001
New York Life Benefit Services 1993 - May 1996
Skills
IT Strategy, Disaster Recovery, IT Management, Business Analysis, Business Intelligence, ITIL, Data Center, Virtualization, Agile Methodologies, Risk Management, Project Management, Enterprise Architecture, Portfolio Management, Vendor Management, Change Management
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Leadership
Bentley University 1985 — 1987
MSCIS, Information Technology
University of Massachusetts, Amherst 1975 — 1978
BS, Science
City Of London Investment Management Co., LTD 2009 - Present
The Hartford/PLANCO January 2001 - July 2009
The Vanguard Group May 1996 - January 2001
New York Life Benefit Services 1993 - May 1996
Skills
IT Strategy, Disaster Recovery, IT Management, Business Analysis, Business Intelligence, ITIL, Data Center, Virtualization, Agile Methodologies, Risk Management, Project Management, Enterprise Architecture, Portfolio Management, Vendor Management, Change Management
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Leadership
Bentley University 1985 — 1987
MSCIS, Information Technology
University of Massachusetts, Amherst 1975 — 1978
BS, Science
Doreen D. Rovelli's The Hartford/Planco Experience December 2006 - November 2007
Job Financial Services Professional
Industry Financial Services
Experience
Old Mutual (Bermuda) February 2008 - May 2008
The Hartford/Planco December 2006 - November 2007
The Hartford/Planco October 2004 - December 2006
The Hartford/Planco August 2004 - November 2004
Education
Bryn Mawr College 1999 — 2003
B.A., Economics
Old Mutual (Bermuda) February 2008 - May 2008
The Hartford/Planco December 2006 - November 2007
The Hartford/Planco October 2004 - December 2006
The Hartford/Planco August 2004 - November 2004
Education
Bryn Mawr College 1999 — 2003
B.A., Economics
Colin McGrath's The Hartford/Planco Experience July 2007 - July 2009
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones November 2011 - Present
BNY Mellon/Pershing July 2010 - April 2011
The Hartford/PLANCO July 2007 - July 2009
Education
Temple University
BBA, Marketing
Edward Jones November 2011 - Present
BNY Mellon/Pershing July 2010 - April 2011
The Hartford/PLANCO July 2007 - July 2009
Education
Temple University
BBA, Marketing