The Phoenix Companies
Industry: Financial services company
DescriptionThe Phoenix Companies, Inc. is a financial services company that traces its origins to 1851. Phoenix is headquartered in Hartford, Connecticut, and has 650 employees as of 2015. Phoenix remains one of the few insurance companies to keep its headquarters in Hartford. Headquarters: Hartford, CT Parent organization: Nassau Reinsurance Group Founded: 1851 Total assets: 16.4 billion USD (GAAP basis) Founder: A group of prominent Hartford businessmen Subsidiaries: KAYNE ANDERSON INVESTMENT MANAGEMENT LLC,
The Phoenix Companies List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Phoenix Companies. You can filter them based on skills, years of employment, job, education, department, and prior employment.
The Phoenix Companies Salaries. You can even request information on how much does The Phoenix Companies pay if you want to. Learn about salaries, pros and cons of working for The Phoenix Companies directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
281 The Phoenix Companies employees in database. Find out everything there's to know about The Phoenix Companies employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
The Phoenix Companies Employees
Employee
Years
Job
Industry
Jeff Bullard, CFP, CLU, LUTCF Jeff Bullard, CFP, CLU, LUTCF's The Phoenix Companies Experience March 2008 - November 2009
Job Wealth Management Consultant at Saybrus Partners
Industry Financial Services
Experience
Saybrus Partners November 2009 - Present
The Phoenix Companies March 2008 - November 2009
State Farm Insurance February 2004 - March 2008
New York Life Insurance Company June 2001 - February 2004
Bullard Distributing January 1995 - July 2000
Skills
Sales, Negotiation, Public Speaking, Team Building, Estate Planning, Life Insurance, Retirement, Retirement Planning, Insurance, Long-term Care, Series 63, Series 6, Sales Management, New Business Development, Income Protection, Strategic Planning, Business Planning, Strategic Financial...
Education
Austin College 1992 — 1994
BLA, Political Science and Government / English Literature
Grayson College 1990 — 1991
Music Theory and Composition / Pre-Law
The American College
CFP, CLU, LUTCF
Saybrus Partners November 2009 - Present
The Phoenix Companies March 2008 - November 2009
State Farm Insurance February 2004 - March 2008
New York Life Insurance Company June 2001 - February 2004
Bullard Distributing January 1995 - July 2000
Skills
Sales, Negotiation, Public Speaking, Team Building, Estate Planning, Life Insurance, Retirement, Retirement Planning, Insurance, Long-term Care, Series 63, Series 6, Sales Management, New Business Development, Income Protection, Strategic Planning, Business Planning, Strategic Financial...
Education
Austin College 1992 — 1994
BLA, Political Science and Government / English Literature
Grayson College 1990 — 1991
Music Theory and Composition / Pre-Law
The American College
CFP, CLU, LUTCF
Vincent Giuliano, CRPC Vincent Giuliano, CRPC's The Phoenix Companies Experience October 2007 - June 2009
Job Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors March 2010 - Present
The Phoenix Companies October 2007 - June 2009
MetLife September 2001 - May 2007
Education
Central Connecticut State University 1993 — 1997
Bachelor of Science, Marketing
Voya Financial Advisors March 2010 - Present
The Phoenix Companies October 2007 - June 2009
MetLife September 2001 - May 2007
Education
Central Connecticut State University 1993 — 1997
Bachelor of Science, Marketing
Dawn Moseke Dawn Moseke's The Phoenix Companies Experience August 2011 - October 2012
Job Lead Digital Designer at UHaul International, Inc.
Industry Events Services
Experience
U-Haul International, Inc. October 2012 - Present
Freelance Web Designer September 2012 - Present
The Phoenix Companies August 2011 - October 2012
Cre8ive Event Rentals, Inc. May 2005 - May 2011
Arizona Biltmore Resort and Spa 2002 - 2005
City of Des Moines May 1998 - August 2002
Skills
Event Planning, Trade Shows, Event Management, Email Marketing, Marketing, Graphic Design, InDesign, Photoshop, Corporate Events, Adobe Creative Suite, Illustrator, Sales, CSS, Social Media, Social Media Marketing, Web Design, Direct Mail, Social Networking, Advertising, Time Management, Brand Development, Sponsorship, Newsletters, HTML 5, Facebook, Meeting Planning, Online Marketing, Flash Animation, HTML, Constant Contact, Weddings, Creative Direction, Kintera, Image Editing, SEO, Sphere, QuickBooks, HTML5, Photo Editing, Greater Giving Event..., Mail Chimp, WordPress
Education
Art Institute of Phoenix 2011 — 2012
Diploma, Web Design & Development
U-Haul International, Inc. October 2012 - Present
Freelance Web Designer September 2012 - Present
The Phoenix Companies August 2011 - October 2012
Cre8ive Event Rentals, Inc. May 2005 - May 2011
Arizona Biltmore Resort and Spa 2002 - 2005
City of Des Moines May 1998 - August 2002
Skills
Event Planning, Trade Shows, Event Management, Email Marketing, Marketing, Graphic Design, InDesign, Photoshop, Corporate Events, Adobe Creative Suite, Illustrator, Sales, CSS, Social Media, Social Media Marketing, Web Design, Direct Mail, Social Networking, Advertising, Time Management, Brand Development, Sponsorship, Newsletters, HTML 5, Facebook, Meeting Planning, Online Marketing, Flash Animation, HTML, Constant Contact, Weddings, Creative Direction, Kintera, Image Editing, SEO, Sphere, QuickBooks, HTML5, Photo Editing, Greater Giving Event..., Mail Chimp, WordPress
Education
Art Institute of Phoenix 2011 — 2012
Diploma, Web Design & Development
Chip Olson's The Phoenix Companies Experience 1997 - 2004
Job Senior Vice President
Industry Investment Management
Experience
Peoples Wealth Management LLC March 2014 - Present
Webster Private Bank 2007 - Present
Bank of America 2006 - 2007
Webster Financial Advisors 2004 - 2006
The Phoenix Companies 1997 - 2004
Phoenix Investment Partners 1991 - 1997
U.S. Trust 1984 - 1990
Skills
Insurance, Investments, Mutual Funds, Series 63, Series 7, Life Insurance, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Retirement, Securities, 401k, Asset Management, Portfolio Management, Relationship Management, Financial Advisory, Long-term Care, Series 6, Strategic Financial..., Equities, Fixed Annuities, Customer Service
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance, Finance, General
Hobart and William Smith Colleges 1980 — 1984
BA, Economics, Sociology
Peoples Wealth Management LLC March 2014 - Present
Webster Private Bank 2007 - Present
Bank of America 2006 - 2007
Webster Financial Advisors 2004 - 2006
The Phoenix Companies 1997 - 2004
Phoenix Investment Partners 1991 - 1997
U.S. Trust 1984 - 1990
Skills
Insurance, Investments, Mutual Funds, Series 63, Series 7, Life Insurance, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Retirement, Securities, 401k, Asset Management, Portfolio Management, Relationship Management, Financial Advisory, Long-term Care, Series 6, Strategic Financial..., Equities, Fixed Annuities, Customer Service
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance, Finance, General
Hobart and William Smith Colleges 1980 — 1984
BA, Economics, Sociology
Kristine Kopsiaftis's The Phoenix Companies Experience May 2008 - March 2009
Job Managing Director at Fulcrum Partners, LLC, Leaders in Executive Benefits; Financial Services Consultant
Industry Financial Services
Experience
Fulcrum Partners LLC April 2009 - Present
The Phoenix Companies May 2008 - March 2009
MetLife December 2003 - May 2008
MetLife October 2000 - November 2003
MetLife March 1998 - October 2000
Skills
Benefits, Deferred Compensation, Executive Benefits, Disability Insurance, Total Rewards, Benchmarking Executive..., Non-Qualified Deferred..., Non-Qualified, 409A, Executive Pay, Employee Benefits, Life Insurance, COLI, Employee Stock Options, Estate Planning, Retirement, Securities, 401k, Insurance, Retirement Planning, Pensions, ERISA, Investments, Strategic Planning, Strategic Financial..., Succession Planning, FINRA, Fixed Annuities, Asset Allocation, Strategy, Defined Benefit
Education
Bentley University 2000 — 2002
Master's Degree, Taxation
Bentley University 1983 — 1987
BS, Accounting
Fulcrum Partners LLC April 2009 - Present
The Phoenix Companies May 2008 - March 2009
MetLife December 2003 - May 2008
MetLife October 2000 - November 2003
MetLife March 1998 - October 2000
Skills
Benefits, Deferred Compensation, Executive Benefits, Disability Insurance, Total Rewards, Benchmarking Executive..., Non-Qualified Deferred..., Non-Qualified, 409A, Executive Pay, Employee Benefits, Life Insurance, COLI, Employee Stock Options, Estate Planning, Retirement, Securities, 401k, Insurance, Retirement Planning, Pensions, ERISA, Investments, Strategic Planning, Strategic Financial..., Succession Planning, FINRA, Fixed Annuities, Asset Allocation, Strategy, Defined Benefit
Education
Bentley University 2000 — 2002
Master's Degree, Taxation
Bentley University 1983 — 1987
BS, Accounting
Gina Benoit's The Phoenix Companies Experience January 1991 - February 1998
Job Senior Systems Analyst at Fiserv
Industry Computer Software
Experience
Fiserv May 2002 - Present
Output Technologies 1998 - 2002
DST 1998 - 2002
The Phoenix Companies January 1991 - February 1998
Phoenix Life Insurance Company 1989 - 1998
The Phoenix Companies October 1989 - January 1991
Kierstead Insurance Agency June 1984 - January 1990
Skills
COBOL, JCL, Systems Analysis, Mainframe, Requirements Analysis, Databases, Software Project..., SDLC, Analysis, CICS, Visio, DB2, Business Analysis, Microsoft SQL Server, Programming, Business Requirements, VSAM, TSO, Requirements Gathering, GMC PrintNet T, Test Planning, Quality Control, Regression Testing
Education
Eastern Connecticut State University 1985 — 1988
Bachelor of Science (B.S.), Sociology
The University of Connecticut 1982 — 1983
Mathematics and Computer Science
Fiserv May 2002 - Present
Output Technologies 1998 - 2002
DST 1998 - 2002
The Phoenix Companies January 1991 - February 1998
Phoenix Life Insurance Company 1989 - 1998
The Phoenix Companies October 1989 - January 1991
Kierstead Insurance Agency June 1984 - January 1990
Skills
COBOL, JCL, Systems Analysis, Mainframe, Requirements Analysis, Databases, Software Project..., SDLC, Analysis, CICS, Visio, DB2, Business Analysis, Microsoft SQL Server, Programming, Business Requirements, VSAM, TSO, Requirements Gathering, GMC PrintNet T, Test Planning, Quality Control, Regression Testing
Education
Eastern Connecticut State University 1985 — 1988
Bachelor of Science (B.S.), Sociology
The University of Connecticut 1982 — 1983
Mathematics and Computer Science
Richard Wirth Richard Wirth's The Phoenix Companies Experience 1993 - 2004
Job General Counsel
Industry Investment Management
Experience
AEGON Asset Management (USA) September 2014 - Present
Transamerica March 2012 - Present
The Hartford 2004 - March 2012
The Phoenix Companies 1993 - 2004
Schatz & Schatz, Ribicoff & Kotkin 1983 - 1993
Skills
Mutual Funds, Insurance Law, Securities, Securities Regulation, Risk Management, Contract Negotiation, Corporate Governance, Negotiation, Litigation Management, International Law, Outsourcing, Compliance, Mergers, Joint Ventures, Innovation, Asset Management, Real Estate Transactions, Variable Annuities, Kaizen, Executive Coaching
Education
The University of Connecticut School of Law 1998 — 2000
LL.M., Insurance
Benjamin N. Cardozo School of Law, Yeshiva University 1980 — 1983
J.D.
AEGON Asset Management (USA) September 2014 - Present
Transamerica March 2012 - Present
The Hartford 2004 - March 2012
The Phoenix Companies 1993 - 2004
Schatz & Schatz, Ribicoff & Kotkin 1983 - 1993
Skills
Mutual Funds, Insurance Law, Securities, Securities Regulation, Risk Management, Contract Negotiation, Corporate Governance, Negotiation, Litigation Management, International Law, Outsourcing, Compliance, Mergers, Joint Ventures, Innovation, Asset Management, Real Estate Transactions, Variable Annuities, Kaizen, Executive Coaching
Education
The University of Connecticut School of Law 1998 — 2000
LL.M., Insurance
Benjamin N. Cardozo School of Law, Yeshiva University 1980 — 1983
J.D.
Janie Prevost Janie Prevost's The Phoenix Companies Experience July 1999 - August 2005
Job Former Sr. Event & Conference Manager at MassMutual
Industry Events Services
Experience
MassMutual September 2005 - November 2012
The Phoenix Companies July 1999 - August 2005
CIGNA June 1989 - July 1999
Skills
Event Management, Budgets, Meeting Planning, Contract Negotiation, Event Planning
Education
Holyoke Community College
Associate's degree, Business Administration and Management, General
Folsom High School 1980 — 1981
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, Senior
North Brookfield High School 1977 — 1980
College/University Preparatory and Advanced High School/Secondary Diploma Program, Freshman to Junior Years
MassMutual September 2005 - November 2012
The Phoenix Companies July 1999 - August 2005
CIGNA June 1989 - July 1999
Skills
Event Management, Budgets, Meeting Planning, Contract Negotiation, Event Planning
Education
Holyoke Community College
Associate's degree, Business Administration and Management, General
Folsom High School 1980 — 1981
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, Senior
North Brookfield High School 1977 — 1980
College/University Preparatory and Advanced High School/Secondary Diploma Program, Freshman to Junior Years
Bruce E. Salisbury Bruce E. Salisbury's The Phoenix Companies Experience August 2001 - December 2002
Job Program Director Corporate and Shared Systems PMO at Travelers
Industry Insurance
Experience
Travelers June 2015 - Present
SCIO Health Analytics® February 2014 - March 2015
iTech Solutions November 2013 - February 2014
Aetna October 2012 - October 2013
Englewood Hospital and Medical Center September 2010 - July 2012
UCHC January 2005 - January 2009
UnitedHealth Group April 2003 - June 2004
The Phoenix Companies August 2001 - December 2002
Hamilton Sundstrand June 2000 - August 2001
CSC/ FAS October 1997 - June 2000
Skills
Program Management, Business Intelligence, Project Management, Management, Analysis, Project Portfolio..., Software Development, IT Management, Leadership, SDLC, Process Improvement, Business Analysis, Vendor Management, PMO, SharePoint, Data Warehousing, Requirements Analysis, Access, Enterprise Software, Healthcare Information..., Integration
Education
University of Hartford 2006 — 2008
MBA, Executive MBA program
The University of Connecticut 1995 — 1997
BA, Political Science
Manchester Community College 1992 — 1995
AS, General Studies
Stafford High School 1982 — 1986
High School Prep, General Education and College Preparatory Classes
Travelers June 2015 - Present
SCIO Health Analytics® February 2014 - March 2015
iTech Solutions November 2013 - February 2014
Aetna October 2012 - October 2013
Englewood Hospital and Medical Center September 2010 - July 2012
UCHC January 2005 - January 2009
UnitedHealth Group April 2003 - June 2004
The Phoenix Companies August 2001 - December 2002
Hamilton Sundstrand June 2000 - August 2001
CSC/ FAS October 1997 - June 2000
Skills
Program Management, Business Intelligence, Project Management, Management, Analysis, Project Portfolio..., Software Development, IT Management, Leadership, SDLC, Process Improvement, Business Analysis, Vendor Management, PMO, SharePoint, Data Warehousing, Requirements Analysis, Access, Enterprise Software, Healthcare Information..., Integration
Education
University of Hartford 2006 — 2008
MBA, Executive MBA program
The University of Connecticut 1995 — 1997
BA, Political Science
Manchester Community College 1992 — 1995
AS, General Studies
Stafford High School 1982 — 1986
High School Prep, General Education and College Preparatory Classes
Karen Austin Karen Austin's The Phoenix Companies Experience 2004 - 2005
Job Business Consultant at AIG
Industry Insurance
Experience
AIG April 2013 - Present
ConnectiCare, Inc. & Affiliates 2005 - November 2012
Leadership Greater Hartford 2008 - 2009
The Phoenix Companies 2004 - 2005
CIGNA Healthcare 1999 - 2004
360 Degree Federal Credit Union 1994 - 1999
Skills
Project Management, Implementation Of..., Financial Management, Managerial Finance, Process Improvement, Management, Insurance, Health Insurance, Leadership, Employee Benefits, Business Process..., Risk Management, Product Development, Medicare, Healthcare, Training, Cross-functional Team..., Access, Software Documentation, Team Building, Business Process, Vendor Management, Finance
Education
Messiah College 1986 — 1990
Bachelor of Arts (B.A.)
AIG April 2013 - Present
ConnectiCare, Inc. & Affiliates 2005 - November 2012
Leadership Greater Hartford 2008 - 2009
The Phoenix Companies 2004 - 2005
CIGNA Healthcare 1999 - 2004
360 Degree Federal Credit Union 1994 - 1999
Skills
Project Management, Implementation Of..., Financial Management, Managerial Finance, Process Improvement, Management, Insurance, Health Insurance, Leadership, Employee Benefits, Business Process..., Risk Management, Product Development, Medicare, Healthcare, Training, Cross-functional Team..., Access, Software Documentation, Team Building, Business Process, Vendor Management, Finance
Education
Messiah College 1986 — 1990
Bachelor of Arts (B.A.)
Denise Gagnon Denise Gagnon's The Phoenix Companies Experience June 1992 - August 1996
Job Privacy Manager at Cigna
Industry Financial Services
Experience
Cigna January 2014 - Present
The Hartford June 2009 - December 2013
The Hartford September 2000 - May 2009
The Hartford May 1999 - August 2000
The Hartford August 1996 - April 1999
The Phoenix Companies June 1992 - August 1996
Skills
Management, Insurance, Mutual Funds, Vendor Management, Business Analysis, Program Management, FINRA, Separate Accounts..., Information Protection, Business Continuity..., Process Improvement, Risk Management, Business Continuity, Project Management, Leadership, Policy, Analysis, Change Management, Requirements Gathering
Education
Farmington High School 1974 — 1978
Central Connecticut State University
BA, Business/Graphics
Cigna January 2014 - Present
The Hartford June 2009 - December 2013
The Hartford September 2000 - May 2009
The Hartford May 1999 - August 2000
The Hartford August 1996 - April 1999
The Phoenix Companies June 1992 - August 1996
Skills
Management, Insurance, Mutual Funds, Vendor Management, Business Analysis, Program Management, FINRA, Separate Accounts..., Information Protection, Business Continuity..., Process Improvement, Risk Management, Business Continuity, Project Management, Leadership, Policy, Analysis, Change Management, Requirements Gathering
Education
Farmington High School 1974 — 1978
Central Connecticut State University
BA, Business/Graphics
Chris Forando's The Phoenix Companies Experience 2005 - 2009
Job Director, Organizational Development Drug Research, Development and Medicine
Industry Pharmaceuticals
Experience
Boehringer Ingelheim April 2014 - Present
Three Rivers Community College August 2004 - Present
ESPN July 2011 - April 2014
Draftfcb March 2011 - April 2011
The Phoenix Companies 2005 - 2009
US Coast Guard Academy 1997 - 2004
Skills
Organizational..., Personnel Assessment, Systems Analysis, Talent Management, Leadership, Organizational..., Personnel Selection, Employee Engagement, Leadership Development, Change Management, Management, Program Management, Strategy, Team Building, Analysis, Coaching, Human Resources, MBTI, Training, Staff Development, Executive Coaching
Education
Capella University 2008 — 2016
Doctor of Philosophy (Ph.D.), Industrial/Organizational Psychology
Eastern Connecticut State University 2000 — 2002
M.S., Organizational Management
U.S. Coast Guard Academy 1988 — 1992
B.S., Biological/Chemical Marine Science
High School
Boehringer Ingelheim April 2014 - Present
Three Rivers Community College August 2004 - Present
ESPN July 2011 - April 2014
Draftfcb March 2011 - April 2011
The Phoenix Companies 2005 - 2009
US Coast Guard Academy 1997 - 2004
Skills
Organizational..., Personnel Assessment, Systems Analysis, Talent Management, Leadership, Organizational..., Personnel Selection, Employee Engagement, Leadership Development, Change Management, Management, Program Management, Strategy, Team Building, Analysis, Coaching, Human Resources, MBTI, Training, Staff Development, Executive Coaching
Education
Capella University 2008 — 2016
Doctor of Philosophy (Ph.D.), Industrial/Organizational Psychology
Eastern Connecticut State University 2000 — 2002
M.S., Organizational Management
U.S. Coast Guard Academy 1988 — 1992
B.S., Biological/Chemical Marine Science
High School
Douglas C. Miller's The Phoenix Companies Experience June 2012 - October 2014
Job Experienced Financial Services Executive
Industry Financial Services
Experience
Charles River Associates September 2015 - Present
Legal & General November 2014 - February 2015
The Phoenix Companies June 2012 - October 2014
State Street January 2012 - April 2012
Sun Life Financial 2008 - 2011
Deloitte & Touche LLP 2005 - 2008
Deloitte & Touche LLP 2001 - 2005
Skills
Financial Reporting, Internal Controls, Auditing, Finance, Financial Accounting, Strategic Planning, Financial Audits, Strategy, Corporate Finance, Tax, Budgets, Financial Services, Process Improvement, Contract Negotiation, Risk Management, Sarbanes-Oxley Act, Talent Management, Accounting, Investment Management, Alternative Investments, Hedge Funds, Life Insurance, Leadership, Executive Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
MS, Taxation
Bentley College 1983 — 1987
BS, Accountancy
Charles River Associates September 2015 - Present
Legal & General November 2014 - February 2015
The Phoenix Companies June 2012 - October 2014
State Street January 2012 - April 2012
Sun Life Financial 2008 - 2011
Deloitte & Touche LLP 2005 - 2008
Deloitte & Touche LLP 2001 - 2005
Skills
Financial Reporting, Internal Controls, Auditing, Finance, Financial Accounting, Strategic Planning, Financial Audits, Strategy, Corporate Finance, Tax, Budgets, Financial Services, Process Improvement, Contract Negotiation, Risk Management, Sarbanes-Oxley Act, Talent Management, Accounting, Investment Management, Alternative Investments, Hedge Funds, Life Insurance, Leadership, Executive Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
MS, Taxation
Bentley College 1983 — 1987
BS, Accountancy
Nat Brinn Nat Brinn's The Phoenix Companies Experience 1992 - 1997
Job Partner at Vital Venture Capital LLC
Industry Venture Capital & Private Equity
Experience
Vital Venture Capital January 2008 - Present
Webster Bank 2002 - 2007
The Phoenix Companies 1992 - 1997
Canadian Imperial Bank of Commerce May 1989 - October 1992
Metropolitan Life 1984 - 1989
Skills
Investments, Due Diligence, Private Equity, Mergers
Education
Duke University - The Fuqua School of Business 1982 — 1984
University of Delaware 1978 — 1982
BS, Economics, Math concentration
Concord High School 1975 — 1978
high school
Vital Venture Capital January 2008 - Present
Webster Bank 2002 - 2007
The Phoenix Companies 1992 - 1997
Canadian Imperial Bank of Commerce May 1989 - October 1992
Metropolitan Life 1984 - 1989
Skills
Investments, Due Diligence, Private Equity, Mergers
Education
Duke University - The Fuqua School of Business 1982 — 1984
University of Delaware 1978 — 1982
BS, Economics, Math concentration
Concord High School 1975 — 1978
high school
Jason Fontaine's The Phoenix Companies Experience 2002 - 2003
Job Helping mix People, Process, & Technology every day
Industry Computer Software
Experience
Oracle June 2014 - Present
Oracle May 2011 - May 2014
Deltek Systems Inc. October 2005 - May 2011
John Hancock Financial Services November 2004 - October 2005
The Pentad Group 2003 - 2005
The Integer Group 2004 - 2004
The Phoenix Companies 2002 - 2003
Smiths Medical 1999 - 2001
Skills
Pre-sales, Strategy, Management, Professional Services, Training, Sales Management, Competitive Analysis, Selling, Requirements Gathering, Leadership, Testing, ERP, Access, Sales, Deltek, SQL, Solution Selling, Solution Architecture, Primavera P6, Project Management, Project Portfolio..., Financial Accounting
Education
Keene State College 1997 — 2001
Bachelor of Science (BS), Business
Suffield High School
Oracle June 2014 - Present
Oracle May 2011 - May 2014
Deltek Systems Inc. October 2005 - May 2011
John Hancock Financial Services November 2004 - October 2005
The Pentad Group 2003 - 2005
The Integer Group 2004 - 2004
The Phoenix Companies 2002 - 2003
Smiths Medical 1999 - 2001
Skills
Pre-sales, Strategy, Management, Professional Services, Training, Sales Management, Competitive Analysis, Selling, Requirements Gathering, Leadership, Testing, ERP, Access, Sales, Deltek, SQL, Solution Selling, Solution Architecture, Primavera P6, Project Management, Project Portfolio..., Financial Accounting
Education
Keene State College 1997 — 2001
Bachelor of Science (BS), Business
Suffield High School
Thomas G. Taylor, CFA Thomas G. Taylor, CFA's The Phoenix Companies Experience December 1992 - December 1996
Job Consultant
Industry Real Estate
Experience
SitusCompanies May 2010 - December 2011
McCary Stevens and Associates September 2003 - May 2010
Old Main Street Investors December 1996 - September 2003
The Phoenix Companies December 1992 - December 1996
Aetna June 1988 - December 1992
Security Capital Credit Corporation November 1983 - June 1988
Barclay's American Business Credit January 1981 - November 1983
Skills
Commercial Mortgages, Underwriting, Valuation, Due Diligence, Loans, Real Estate, CMBS, Workout, Dispositions, Loan Origination, Foreclosures, Market Analysis, Portfolio Management, Credit Risk, Real Estate Finance, Debt Restructuring
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Finance
Amherst College 1967 — 1971
BA, Economics
SitusCompanies May 2010 - December 2011
McCary Stevens and Associates September 2003 - May 2010
Old Main Street Investors December 1996 - September 2003
The Phoenix Companies December 1992 - December 1996
Aetna June 1988 - December 1992
Security Capital Credit Corporation November 1983 - June 1988
Barclay's American Business Credit January 1981 - November 1983
Skills
Commercial Mortgages, Underwriting, Valuation, Due Diligence, Loans, Real Estate, CMBS, Workout, Dispositions, Loan Origination, Foreclosures, Market Analysis, Portfolio Management, Credit Risk, Real Estate Finance, Debt Restructuring
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Finance
Amherst College 1967 — 1971
BA, Economics
Stephen Campisi, CFA Stephen Campisi, CFA's The Phoenix Companies Experience June 1993 - October 2003
Job Director, Institutional Investments, U.S. Trust at stevecampisicfa@sbcglobal.net
Industry Investment Management
Experience
U.S. Trust May 2004 - Present
CFA Society January 1997 - Present
Intuitive Performance Solutions January 1994 - Present
Western New England College January 1991 - January 2007
The Phoenix Companies June 1993 - October 2003
MassMutual Investment Management Group January 1989 - January 1994
Aetna Bond Investors January 1983 - January 1989
Windsor Schools January 1980 - January 1983
Skills
Risk Management, Performance Analysis, Mentoring, Portfolio Management, Writing, Conference Speaking, Bonds, Pensions, Philanthropy, Public Speaking, Investments, Alternative Investments, Asset Allocation, Valuation, Investment Strategies, Investment Management, Leadership, Asset Management, Financial Services, Fixed Income, Securities, Financial Risk, Performance Measurement, Data Analysis, Analysis, Mutual Funds, Accounting, Derivatives, Business Analysis, Financial Analysis, Finance, Series 7, Hedge Funds, Strategic Planning, Bloomberg, Equities, Wealth Management, Quantitative Analytics, Options, Investment Advisory, Analytics, Strategic Financial...
Education
The University of Connecticut 1984 — 1988
MBA, Finance
Montclair State University 1978 — 1980
MA, Music
City University of New York-Hunter College 1975 — 1978
BS, Music Education
U.S. Trust May 2004 - Present
CFA Society January 1997 - Present
Intuitive Performance Solutions January 1994 - Present
Western New England College January 1991 - January 2007
The Phoenix Companies June 1993 - October 2003
MassMutual Investment Management Group January 1989 - January 1994
Aetna Bond Investors January 1983 - January 1989
Windsor Schools January 1980 - January 1983
Skills
Risk Management, Performance Analysis, Mentoring, Portfolio Management, Writing, Conference Speaking, Bonds, Pensions, Philanthropy, Public Speaking, Investments, Alternative Investments, Asset Allocation, Valuation, Investment Strategies, Investment Management, Leadership, Asset Management, Financial Services, Fixed Income, Securities, Financial Risk, Performance Measurement, Data Analysis, Analysis, Mutual Funds, Accounting, Derivatives, Business Analysis, Financial Analysis, Finance, Series 7, Hedge Funds, Strategic Planning, Bloomberg, Equities, Wealth Management, Quantitative Analytics, Options, Investment Advisory, Analytics, Strategic Financial...
Education
The University of Connecticut 1984 — 1988
MBA, Finance
Montclair State University 1978 — 1980
MA, Music
City University of New York-Hunter College 1975 — 1978
BS, Music Education
Edward J Freeman, FSA, FCIA's The Phoenix Companies Experience September 2013 - Present
Job 2nd VP Life GAAP Financials at The Phoenix Companies
Industry Financial Services
Experience
The Phoenix Companies September 2013 - Present
Freelance October 2012 - August 2013
American International Group April 2008 - April 2012
MetLife June 2004 - March 2008
Sun Life Financial of Canada April 1998 - June 2004
John Hancock Life Insurance Company (U.S.A.) April 1996 - March 1998
Skills
Actuarial Science, Financial Economics, Investments, ALM, Capital Management, Solvency II, Enterprise Risk..., Fixed Income, Bonds, Portfolio Management, Market Risk
Education
Canadian Institute of Actuaries 1983 — 1992
Fellow, Finance
Society of Actuaries 1983 — 1992
Fellow, Finance
Memorial University of Newfoundland 1976 — 1982
B.Sc., Physics
Beaconsfield High School 1973 — 1976
The Phoenix Companies September 2013 - Present
Freelance October 2012 - August 2013
American International Group April 2008 - April 2012
MetLife June 2004 - March 2008
Sun Life Financial of Canada April 1998 - June 2004
John Hancock Life Insurance Company (U.S.A.) April 1996 - March 1998
Skills
Actuarial Science, Financial Economics, Investments, ALM, Capital Management, Solvency II, Enterprise Risk..., Fixed Income, Bonds, Portfolio Management, Market Risk
Education
Canadian Institute of Actuaries 1983 — 1992
Fellow, Finance
Society of Actuaries 1983 — 1992
Fellow, Finance
Memorial University of Newfoundland 1976 — 1982
B.Sc., Physics
Beaconsfield High School 1973 — 1976
Jaimee Niles's The Phoenix Companies Experience January 2008 - December 2008
Job Director of Communications at MetLife
Industry Insurance
Experience
MetLife October 2013 - Present
LIFE Foundation October 2010 - Present
AALU December 2008 - May 2010
The Phoenix Companies January 2008 - December 2008
KOCE Public Television March 2005 - May 2007
MetLife Investors February 2002 - February 2003
Pacific Life September 1984 - February 2001
Skills
Insurance, Fixed Annuities, Life Insurance, Equities, Series 6, Retirement Planning, Public Speaking
Education
Drake University 1979 — 1981
BS, Business Administration
Trinity University 1977 — 1979
Bachelor of Science (BS), Business Administration and Management, General
MetLife October 2013 - Present
LIFE Foundation October 2010 - Present
AALU December 2008 - May 2010
The Phoenix Companies January 2008 - December 2008
KOCE Public Television March 2005 - May 2007
MetLife Investors February 2002 - February 2003
Pacific Life September 1984 - February 2001
Skills
Insurance, Fixed Annuities, Life Insurance, Equities, Series 6, Retirement Planning, Public Speaking
Education
Drake University 1979 — 1981
BS, Business Administration
Trinity University 1977 — 1979
Bachelor of Science (BS), Business Administration and Management, General
Jeff Layman Jeff Layman's The Phoenix Companies Experience September 1983 - April 2000
Job Principal at Fallon Benefits Group
Industry Insurance
Experience
Fallon Benefits Group May 2008 - Present
Sun Life Financial June 2007 - May 2008
Genworth Financial April 2000 - June 2007
The Phoenix Companies September 1983 - April 2000
Skills
Employee Benefits, Insurance, Underwriting, Risk Management, Self-funded, Health Insurance, Disability Management, Compliance, Dental Insurance, Value Propositions, Reinsurance, Strategic Partnerships, Benefits Negotiation, Benefits Design, International..., Benefits Management, Expatriate Management, Employee Wellness..., Accounting, Account Management, Disability Insurance, Benefits Administration, Leadership, Sales, Program Management, COBRA, Life Insurance, Brokers, Accident, 401k, Long-term Care, Term Life Insurance, Critical Illness, Health Savings Accounts, Strategic Planning, Process Improvement, Team Building
Education
The American College 1985 — 1986
CLU/ChFC, Insurance
University of Pennsylvania - The Wharton School 1984 — 1985
CEBS, Employee Benefits
University of Georgia - Terry College of Business 1982 — 1983
MBA, Risk Mgt/Insurance
Clemson University 1978 — 1982
BS, Accounting
Fallon Benefits Group May 2008 - Present
Sun Life Financial June 2007 - May 2008
Genworth Financial April 2000 - June 2007
The Phoenix Companies September 1983 - April 2000
Skills
Employee Benefits, Insurance, Underwriting, Risk Management, Self-funded, Health Insurance, Disability Management, Compliance, Dental Insurance, Value Propositions, Reinsurance, Strategic Partnerships, Benefits Negotiation, Benefits Design, International..., Benefits Management, Expatriate Management, Employee Wellness..., Accounting, Account Management, Disability Insurance, Benefits Administration, Leadership, Sales, Program Management, COBRA, Life Insurance, Brokers, Accident, 401k, Long-term Care, Term Life Insurance, Critical Illness, Health Savings Accounts, Strategic Planning, Process Improvement, Team Building
Education
The American College 1985 — 1986
CLU/ChFC, Insurance
University of Pennsylvania - The Wharton School 1984 — 1985
CEBS, Employee Benefits
University of Georgia - Terry College of Business 1982 — 1983
MBA, Risk Mgt/Insurance
Clemson University 1978 — 1982
BS, Accounting
Jerry Gindele Jerry Gindele's The Phoenix Companies Experience September 1970 - June 1996
Job
Industry Insurance
Experience
NYMBUS October 2014 - Present
Insurance Zebra June 2012 - Present
Liberty Mutual Insurance May 2011 - Present
Liberty Mutual Insurance 1996 - May 2011
The Phoenix Companies September 1970 - June 1996
Skills
Commercial Insurance, Underwriting, Property & Casualty..., Life Insurance, Term Life Insurance, Employee Benefits
Education
Cornell University 1962 — 1967
A.B., Economics
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master's credits
University of Chicago Graduate School of Business
Master's credits
NYMBUS October 2014 - Present
Insurance Zebra June 2012 - Present
Liberty Mutual Insurance May 2011 - Present
Liberty Mutual Insurance 1996 - May 2011
The Phoenix Companies September 1970 - June 1996
Skills
Commercial Insurance, Underwriting, Property & Casualty..., Life Insurance, Term Life Insurance, Employee Benefits
Education
Cornell University 1962 — 1967
A.B., Economics
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master's credits
University of Chicago Graduate School of Business
Master's credits
Alan Blasenstein Alan Blasenstein's The Phoenix Companies Experience January 1999 - May 2006
Job Senior Applications Consultant at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group May 2006 - Present
The Phoenix Companies January 1999 - May 2006
Skills
SQL, SDLC, Visio, Software Development, Integration, Business Analysis, Project Management, Requirements Gathering, Web Applications, HTML, IT Strategy, Software Documentation, Program Management, Process Improvement, Testing, Disaster Recovery
Education
Clemson University 1990 — 1992
Master of Science (MS), Environmental/Environmental Health Engineering
Hamilton College 1975 — 1979
Bachelor of Arts (B.A.), Mathematics
UnitedHealth Group May 2006 - Present
The Phoenix Companies January 1999 - May 2006
Skills
SQL, SDLC, Visio, Software Development, Integration, Business Analysis, Project Management, Requirements Gathering, Web Applications, HTML, IT Strategy, Software Documentation, Program Management, Process Improvement, Testing, Disaster Recovery
Education
Clemson University 1990 — 1992
Master of Science (MS), Environmental/Environmental Health Engineering
Hamilton College 1975 — 1979
Bachelor of Arts (B.A.), Mathematics
Erik Anthony, MBA, CCUFC's The Phoenix Companies Experience March 2007 - June 2009
Job Business Developement and Marketing Representative at FD Commuity Federal Credit Union
Industry Financial Services
Experience
FD Community Federal Credit Union November 2014 - Present
American Heritage Federal Credit Union April 2012 - June 2014
Executive Protective Services July 2009 - 2014
The Phoenix Companies March 2007 - June 2009
The Phoenix Companies October 2004 - March 2007
MONY PARTNERS January 2002 - October 2004
MANULIFE WOODLOGAN January 2000 - January 2002
Ridgefield Police Department July 1996 - January 2000
Skills
Sales, Financial Services, Fixed Annuities, Marketing, Business Development, Insurance, Sales Operations, Strategic Financial..., Securities, New Business Development, Variable Annuities, Risk Management, Leadership, Employee Benefits, CRM, Investments, Human Resources, Financial Advisory, Finance, Series 6, Sales Management, Mutual Funds, Banking, Retirement, Relationship Management, Call Centers, Asset Allocation, Wealth Management, Team Building, Annuities, Annuity, Seg, Select Employer Group..., Business Relationship..., Strategy, Time Management, Territory, Website Content..., Constant Contact
Education
Cuna Mutual 2013 — 2013
Certified Credit Union Financial Counselor
Dale Carnegie PA 2013 — 2013
Sales Process Training
University of Phoenix 2009 — 2011
MBA, Health Care
University of Phoenix 2009 — 2011
M.B.A, Health Care Administration
King's College 1990 — 1994
BA, Psychology
Kings College, Briarcliff 1990 — 1994
BA, Psychology
East Haven High School
FD Community Federal Credit Union November 2014 - Present
American Heritage Federal Credit Union April 2012 - June 2014
Executive Protective Services July 2009 - 2014
The Phoenix Companies March 2007 - June 2009
The Phoenix Companies October 2004 - March 2007
MONY PARTNERS January 2002 - October 2004
MANULIFE WOODLOGAN January 2000 - January 2002
Ridgefield Police Department July 1996 - January 2000
Skills
Sales, Financial Services, Fixed Annuities, Marketing, Business Development, Insurance, Sales Operations, Strategic Financial..., Securities, New Business Development, Variable Annuities, Risk Management, Leadership, Employee Benefits, CRM, Investments, Human Resources, Financial Advisory, Finance, Series 6, Sales Management, Mutual Funds, Banking, Retirement, Relationship Management, Call Centers, Asset Allocation, Wealth Management, Team Building, Annuities, Annuity, Seg, Select Employer Group..., Business Relationship..., Strategy, Time Management, Territory, Website Content..., Constant Contact
Education
Cuna Mutual 2013 — 2013
Certified Credit Union Financial Counselor
Dale Carnegie PA 2013 — 2013
Sales Process Training
University of Phoenix 2009 — 2011
MBA, Health Care
University of Phoenix 2009 — 2011
M.B.A, Health Care Administration
King's College 1990 — 1994
BA, Psychology
Kings College, Briarcliff 1990 — 1994
BA, Psychology
East Haven High School
John Morrone, Esq John Morrone, Esq's The Phoenix Companies Experience October 1998 - December 2000
Job Partner, Healthcare Regulatory and Transactional Law
Industry Law Practice
Experience
FrierLevitt, LLC May 2007 - Present
Elms College June 2012 - Present
New York Presbyterian April 2002 - Present
St. Francis Hospital 2013 - 2013
John Morrone Consulting January 2000 - April 2007
The Phoenix Companies October 1998 - December 2000
Advanced Health Corporation February 1996 - October 1998
Maimonides Medical Center July 1986 - February 1996
Skills
Healthcare Management, Healthcare, Health Policy, Physicians, Hospitals, Healthcare Information..., HIPAA, Clinical Research, Critical Care, Medicaid, Health Law, Nursing, ACLS, Public Speaking, Cpr Certified, PALS, Emergency Services, Emergency Medicine, Policy, Emergency Management, BLS, Medical Education, EMS
Education
Seton Hall University School of Law 2003 — 2007
JD, Health Law
New York University 1999 — 2002
Professional Degree, Marketing and Public Relations
Baruch College, City University of New York (CUNY) 1984 — 1986
MBA, Healthcare
New York Institute of Technology 1976 — 1982
BS, Biomedical Engineering
FrierLevitt, LLC May 2007 - Present
Elms College June 2012 - Present
New York Presbyterian April 2002 - Present
St. Francis Hospital 2013 - 2013
John Morrone Consulting January 2000 - April 2007
The Phoenix Companies October 1998 - December 2000
Advanced Health Corporation February 1996 - October 1998
Maimonides Medical Center July 1986 - February 1996
Skills
Healthcare Management, Healthcare, Health Policy, Physicians, Hospitals, Healthcare Information..., HIPAA, Clinical Research, Critical Care, Medicaid, Health Law, Nursing, ACLS, Public Speaking, Cpr Certified, PALS, Emergency Services, Emergency Medicine, Policy, Emergency Management, BLS, Medical Education, EMS
Education
Seton Hall University School of Law 2003 — 2007
JD, Health Law
New York University 1999 — 2002
Professional Degree, Marketing and Public Relations
Baruch College, City University of New York (CUNY) 1984 — 1986
MBA, Healthcare
New York Institute of Technology 1976 — 1982
BS, Biomedical Engineering
Troy Baillargeon's The Phoenix Companies Experience October 2007 - January 2009
Job Application Configuration Manager at Beazley
Industry Insurance
Experience
Beazley January 2014 - Present
Beazley April 2011 - December 2013
Beazley August 2009 - April 2011
MetLife Financial Group of Massachusetts.. April 2009 - August 2009
The Phoenix Companies October 2007 - January 2009
The Hartford September 2004 - September 2007
Hartford Life September 2002 - September 2004
Skills
JobTraQ workflow..., Visio, PowerPoint, Outlook, Requirements Analysis, Agile Methodologies, User Acceptance Testing, Microsoft Word, Integration Testing, Microsoft Excel, Process Improvement, E-Learning, Team Leadership, Insurance, Project Management, Perforce, iGrafx, Decision Maker Rating..., InRule - Rules Engine, Notepad++, SnagIt, Training, Employee Training, SQL, Microsoft SQL Server, Requirements Gathering, Management, SharePoint, Testing
Education
Kaplan University 2013 — 2015
Bachelor of Technology (B.Tech.), Information Technology
Endicott College 1998 — 2002
Bachlors, Sports Management
Lewiston High School 1994 — 1998
Beazley January 2014 - Present
Beazley April 2011 - December 2013
Beazley August 2009 - April 2011
MetLife Financial Group of Massachusetts.. April 2009 - August 2009
The Phoenix Companies October 2007 - January 2009
The Hartford September 2004 - September 2007
Hartford Life September 2002 - September 2004
Skills
JobTraQ workflow..., Visio, PowerPoint, Outlook, Requirements Analysis, Agile Methodologies, User Acceptance Testing, Microsoft Word, Integration Testing, Microsoft Excel, Process Improvement, E-Learning, Team Leadership, Insurance, Project Management, Perforce, iGrafx, Decision Maker Rating..., InRule - Rules Engine, Notepad++, SnagIt, Training, Employee Training, SQL, Microsoft SQL Server, Requirements Gathering, Management, SharePoint, Testing
Education
Kaplan University 2013 — 2015
Bachelor of Technology (B.Tech.), Information Technology
Endicott College 1998 — 2002
Bachlors, Sports Management
Lewiston High School 1994 — 1998
Carmen Melaragno Carmen Melaragno's The Phoenix Companies Experience August 2002 - March 2005
Job Hedge Funds, Hartford Investment Management
Industry Investment Management
Experience
The Hartford: Hartford Investment Management Company July 2009 - Present
Virtus Investment Partners, Inc. March 2008 - May 2009
Alpha Capital Research March 2007 - March 2008
The Phoenix Companies (Virtus Investment Partners) March 2005 - March 2007
The Phoenix Companies August 2002 - March 2005
Merrill Lynch August 1999 - August 2002
Gerald Metals, Inc. May 1997 - August 1999
Education
University of Hartford 2002 — 2005
MBA, Business Administration - Finance
Post University 1994 — 1997
BS, Business Administration - Finance
Bryant University 1993 — 1994
THS 1990 — 1993
The Hartford: Hartford Investment Management Company July 2009 - Present
Virtus Investment Partners, Inc. March 2008 - May 2009
Alpha Capital Research March 2007 - March 2008
The Phoenix Companies (Virtus Investment Partners) March 2005 - March 2007
The Phoenix Companies August 2002 - March 2005
Merrill Lynch August 1999 - August 2002
Gerald Metals, Inc. May 1997 - August 1999
Education
University of Hartford 2002 — 2005
MBA, Business Administration - Finance
Post University 1994 — 1997
BS, Business Administration - Finance
Bryant University 1993 — 1994
THS 1990 — 1993
Heidi Sirota's The Phoenix Companies Experience November 1993 - May 2007
Job Marketing Executive
Industry Insurance
Experience
ConnectiCare July 2014 - Present
Aetna February 2014 - July 2014
Aetna August 2012 - February 2014
UnitedHealth Group May 2007 - July 2012
The Gift Wrap Station November 2007 - December 2007
The Phoenix Companies November 1993 - May 2007
First Professional Bank 1988 - 1993
Skills
Marketing Strategy, Marketing, Strategy, Marketing Communications, Insurance, Management, Strategic Planning, Leadership, Customer Insight, Business Strategy, Team Building, Product Marketing, Healthcare, Product Management, B2B, Product Development, Social Media, Sales, Integrated Marketing, Program Management, Segmentation, Public Relations, Cross-functional Team..., Advertising, Direct Marketing, Market Planning, Team Leadership, CRM, Account Management, Business Development, Consumer Healthcare, Health Insurance, Brand Positioning..., Target Marketing, Executive Management
Education
Loyola Marymount University 1986 — 1988
Bachelor of Arts (BA), Communications
University of Nevada-Las Vegas 1983 — 1985
Communications
Northwestern University - Kellogg School of Management 2014 — 2014
Executive education: Consumer Marketing Strategy
ConnectiCare July 2014 - Present
Aetna February 2014 - July 2014
Aetna August 2012 - February 2014
UnitedHealth Group May 2007 - July 2012
The Gift Wrap Station November 2007 - December 2007
The Phoenix Companies November 1993 - May 2007
First Professional Bank 1988 - 1993
Skills
Marketing Strategy, Marketing, Strategy, Marketing Communications, Insurance, Management, Strategic Planning, Leadership, Customer Insight, Business Strategy, Team Building, Product Marketing, Healthcare, Product Management, B2B, Product Development, Social Media, Sales, Integrated Marketing, Program Management, Segmentation, Public Relations, Cross-functional Team..., Advertising, Direct Marketing, Market Planning, Team Leadership, CRM, Account Management, Business Development, Consumer Healthcare, Health Insurance, Brand Positioning..., Target Marketing, Executive Management
Education
Loyola Marymount University 1986 — 1988
Bachelor of Arts (BA), Communications
University of Nevada-Las Vegas 1983 — 1985
Communications
Northwestern University - Kellogg School of Management 2014 — 2014
Executive education: Consumer Marketing Strategy
Chip Olson's The Phoenix Companies Experience 2000 - 2004
Job at
Industry Investment Management
Experience
Webster Bank Senior Vice PresidentPeople's United Wealth ManagementMarch 2014 - Present
The Phoenix Companies 2000 - 2004
The Phoenix Companies 1989 - 2004
Phoenix Life Insurance Company 1989 - 2004
Skills
Mutual Funds, Series 63, Insurance, Portfolio Management, Investments, Wealth Management, Series 7, Securities, Financial Services, Asset Allocation, Loans, Banking, Credit, Asset Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
Hobart and William Smith Colleges 1980 — 1984
B.A., Economics, Sociology
Byram Hills High School 1977 — 1980
Byram Hills High School 1976 — 1980
Webster Bank Senior Vice PresidentPeople's United Wealth ManagementMarch 2014 - Present
The Phoenix Companies 2000 - 2004
The Phoenix Companies 1989 - 2004
Phoenix Life Insurance Company 1989 - 2004
Skills
Mutual Funds, Series 63, Insurance, Portfolio Management, Investments, Wealth Management, Series 7, Securities, Financial Services, Asset Allocation, Loans, Banking, Credit, Asset Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
Hobart and William Smith Colleges 1980 — 1984
B.A., Economics, Sociology
Byram Hills High School 1977 — 1980
Byram Hills High School 1976 — 1980
William Place William Place's The Phoenix Companies Experience 2004 - 2009
Job Director at Jacobson Associates, Inc.
Industry Insurance
Experience
Jacobson Associates, Inc. March 2010 - Present
Phoenix Life Insurance Company January 2004 - January 2009
The Phoenix Companies 2004 - 2009
Phoenix Life Insurance Company January 1998 - January 2004
Phoenix Life Insurance Company January 1991 - January 1998
Skills
Insurance, Life Insurance, Employee Benefits, Long-term Care, Disability Insurance, Estate Planning, Investment Strategies, Executive Pay, Fixed Annuities, Underwriting, Retirement Planning, Term Life Insurance, Retirement, Financial Planners, 401k, Series 63
Education
Allegheny College 1979 — 1984
BA, History
Friends Select School 1973 — 1979
Jacobson Associates, Inc. March 2010 - Present
Phoenix Life Insurance Company January 2004 - January 2009
The Phoenix Companies 2004 - 2009
Phoenix Life Insurance Company January 1998 - January 2004
Phoenix Life Insurance Company January 1991 - January 1998
Skills
Insurance, Life Insurance, Employee Benefits, Long-term Care, Disability Insurance, Estate Planning, Investment Strategies, Executive Pay, Fixed Annuities, Underwriting, Retirement Planning, Term Life Insurance, Retirement, Financial Planners, 401k, Series 63
Education
Allegheny College 1979 — 1984
BA, History
Friends Select School 1973 — 1979
Barbara Fernandez Barbara Fernandez's The Phoenix Companies Experience 1992 - 2001
Job Director,Office of Insurance and Financial Services at State of Connecticut
Industry Government Administration
Experience
State of Connecticut December 2005 - Present
Guakia,Inc January 2000 - December 2005
The Phoenix Companies 1992 - 2001
Phoenix Life Insurance Company 1976 - 2001
The Phoenix January 1976 - January 2000
NSHMBA 1998 - 2000
Skills
Multilingual, Non-profits, Return on Investment, Strategic Business, Program Management, Fundraising, Spanish-English, Grant Writing
Education
The University of Connecticut School of Business
MBA
Harvard Business School
Executive Development
Northwestern University - Kellogg School of Management
Executive Development
Trinity College-Hartford 1970 — 1974
BS, Economics/Multicultural Studies
State of Connecticut December 2005 - Present
Guakia,Inc January 2000 - December 2005
The Phoenix Companies 1992 - 2001
Phoenix Life Insurance Company 1976 - 2001
The Phoenix January 1976 - January 2000
NSHMBA 1998 - 2000
Skills
Multilingual, Non-profits, Return on Investment, Strategic Business, Program Management, Fundraising, Spanish-English, Grant Writing
Education
The University of Connecticut School of Business
MBA
Harvard Business School
Executive Development
Northwestern University - Kellogg School of Management
Executive Development
Trinity College-Hartford 1970 — 1974
BS, Economics/Multicultural Studies
Ed Mutti's The Phoenix Companies Experience 2005 - 2008
Job Supervisor, Database Architecture and Development at ISO New England
Industry Utilities
Experience
ISO New England June 2013 - Present
ISO New England June 2011 - May 2013
CIGNA 2009 - June 2011
The Phoenix Companies 2005 - 2008
The Phoenix Companies 2001 - 2005
Phoenix Life Insurance Company 1998 - 2001
United Healthcare 1996 - 1998
Travelers Insurance 1993 - 1996
Monarch Life Insurance Company 1992 - 1993
Computer Sciences Corporation 1991 - 1992
Skills
Data Governance, Data Warehousing, Data Analysis, Database Design, Cognos, Cognos ReportNet, Oracle SQL, PL/SQL, COBOL, SQL Server, SQL, Data Modeling, MS Project, MS Office tools, Presentation Development, Process Improvement, Business Intelligence, Cognos Report Studio, MS Access, ETL, Oracle Administrator, Visual Studio, Transact-SQL, Software Project..., Microsoft SQL Server, Software Documentation, DB2, Oracle, Software Development, Access, Microsoft Office, OLAP, Crystal Reports
Education
American International College 1985 — 1989
Bachelor, Management Information Systems
ISO New England June 2013 - Present
ISO New England June 2011 - May 2013
CIGNA 2009 - June 2011
The Phoenix Companies 2005 - 2008
The Phoenix Companies 2001 - 2005
Phoenix Life Insurance Company 1998 - 2001
United Healthcare 1996 - 1998
Travelers Insurance 1993 - 1996
Monarch Life Insurance Company 1992 - 1993
Computer Sciences Corporation 1991 - 1992
Skills
Data Governance, Data Warehousing, Data Analysis, Database Design, Cognos, Cognos ReportNet, Oracle SQL, PL/SQL, COBOL, SQL Server, SQL, Data Modeling, MS Project, MS Office tools, Presentation Development, Process Improvement, Business Intelligence, Cognos Report Studio, MS Access, ETL, Oracle Administrator, Visual Studio, Transact-SQL, Software Project..., Microsoft SQL Server, Software Documentation, DB2, Oracle, Software Development, Access, Microsoft Office, OLAP, Crystal Reports
Education
American International College 1985 — 1989
Bachelor, Management Information Systems
paula pinheiro frazão's The Phoenix Companies Experience 2007 - 2009
Job bilingual marketing/communications rock star known for community relations
Industry Public Relations and Communications
Experience
The Phoenix Companies 2007 - 2009
Aetna and Aetna Foundation 1999 - 2007
Aetna Financial Services, Inc. 1995 - 1999
Skills
Event Planning, Volunteer Management, Community Relations, Philanthropy, Sponsorship, Corporate Social..., Non-profits, Community Development, Leadership, Nonprofits, Public Relations, Integrated Marketing, Project Management, Marketing Communications, Program Management, Research, Program Development, Marketing, Training, Community Outreach, Grant Writing, Proposal Writing, Strategic Planning, Advertising, Management, Internal Communications, Fundraising, Strategic Communications, Project Planning, Media Relations, Newsletters, Grants, Social Media, Corporate Communications, Event Management, Public Speaking, Editing, Social Networking, Social Media Marketing
Education
Bay Path College 1993 — 1995
Bachelor of Science (BS), Business Administration, Management and Operations
Bay Path College 1991 — 1993
Associate of Science (A.S.), Hospitality Administration/Management
Conard High School
University of Hartford, Hartford Art School
Photography
The Phoenix Companies 2007 - 2009
Aetna and Aetna Foundation 1999 - 2007
Aetna Financial Services, Inc. 1995 - 1999
Skills
Event Planning, Volunteer Management, Community Relations, Philanthropy, Sponsorship, Corporate Social..., Non-profits, Community Development, Leadership, Nonprofits, Public Relations, Integrated Marketing, Project Management, Marketing Communications, Program Management, Research, Program Development, Marketing, Training, Community Outreach, Grant Writing, Proposal Writing, Strategic Planning, Advertising, Management, Internal Communications, Fundraising, Strategic Communications, Project Planning, Media Relations, Newsletters, Grants, Social Media, Corporate Communications, Event Management, Public Speaking, Editing, Social Networking, Social Media Marketing
Education
Bay Path College 1993 — 1995
Bachelor of Science (BS), Business Administration, Management and Operations
Bay Path College 1991 — 1993
Associate of Science (A.S.), Hospitality Administration/Management
Conard High School
University of Hartford, Hartford Art School
Photography
Paul Brueggemann's The Phoenix Companies Experience November 2002 - August 2005
Job PwC Director in Actuarial Services
Industry Financial Services
Experience
PwC November 2012 - Present
The Hartford August 2005 - November 2012
The Phoenix Companies November 2002 - August 2005
Allmerica Financial June 1984 - November 2002
Skills
Data Warehousing, Business Intelligence, Business Objects, Analysis, SDLC, Essbase, Analytics, Project Management, Data Modeling, Visio, PeopleSoft, Accounting, Reinsurance, OLAP, Actuarial Science, User Acceptance Testing, Tableau, Database Design, Triton Valuation System, Change Management, MS Office Suite, GGY Axis Datalink, FundStation, Team Leadership, Actuarial, DB2, VBA, Data Analysis, ACORD, SQL Server, Cognos ReportNet, Budget Management, Grid Computing, Cloud Computing, SharePoint, Software Contracts, SAS Enterprise Guide, SAS, Google Apps
Education
College of the Holy Cross 1980 — 1984
Bachelor of Arts (BA), Mathematics
St. John's High School Shrewsbury, MA 1977 — 1980
PwC November 2012 - Present
The Hartford August 2005 - November 2012
The Phoenix Companies November 2002 - August 2005
Allmerica Financial June 1984 - November 2002
Skills
Data Warehousing, Business Intelligence, Business Objects, Analysis, SDLC, Essbase, Analytics, Project Management, Data Modeling, Visio, PeopleSoft, Accounting, Reinsurance, OLAP, Actuarial Science, User Acceptance Testing, Tableau, Database Design, Triton Valuation System, Change Management, MS Office Suite, GGY Axis Datalink, FundStation, Team Leadership, Actuarial, DB2, VBA, Data Analysis, ACORD, SQL Server, Cognos ReportNet, Budget Management, Grid Computing, Cloud Computing, SharePoint, Software Contracts, SAS Enterprise Guide, SAS, Google Apps
Education
College of the Holy Cross 1980 — 1984
Bachelor of Arts (BA), Mathematics
St. John's High School Shrewsbury, MA 1977 — 1980
Chris Cagenello Chris Cagenello's The Phoenix Companies Experience April 1998 - June 2006
Job Senior Lean Six Sigma Consultant, Director
Industry Financial Services
Experience
The Hartford July 2010 - Present
Hartford Life April 2007 - July 2010
CAG Consulting, LLC 2006 - 2007
The Phoenix Companies April 1998 - June 2006
Skills
Lean Manufacturing, Leadership, Business Strategy, Six Sigma, Process Improvement, Management, Business Process..., Business Process, Team Leadership, Training, Product Development, Leadership Development, Accounting, Insurance, Business Analysis, Change Management, Finance, Program Management, New Business Development, Sales, Vendor Management
Education
American InterContinental University 2008 — 2008
MBA, Business Management
Gettysburg College 1979 — 1983
BA, Business Management
Watkinson High School 1977 — 1979
The Hartford July 2010 - Present
Hartford Life April 2007 - July 2010
CAG Consulting, LLC 2006 - 2007
The Phoenix Companies April 1998 - June 2006
Skills
Lean Manufacturing, Leadership, Business Strategy, Six Sigma, Process Improvement, Management, Business Process..., Business Process, Team Leadership, Training, Product Development, Leadership Development, Accounting, Insurance, Business Analysis, Change Management, Finance, Program Management, New Business Development, Sales, Vendor Management
Education
American InterContinental University 2008 — 2008
MBA, Business Management
Gettysburg College 1979 — 1983
BA, Business Management
Watkinson High School 1977 — 1979
Michael Del Piano Michael Del Piano's The Phoenix Companies Experience September 2008 - Present
Job Client Service Representative at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies September 2008 - Present
Northwestern Mutual Life December 2007 - August 2008
Etransmedia Technologies November 2006 - April 2007
Education
Albany Law School of Union University 2009 — 2012
Law
University at Albany, SUNY 2006 — 2009
BS, Business Administration
St. John Fisher College 2005 — 2006
History
The Phoenix Companies September 2008 - Present
Northwestern Mutual Life December 2007 - August 2008
Etransmedia Technologies November 2006 - April 2007
Education
Albany Law School of Union University 2009 — 2012
Law
University at Albany, SUNY 2006 — 2009
BS, Business Administration
St. John Fisher College 2005 — 2006
History
Brenda Conti's The Phoenix Companies Experience April 1998 - December 1999
Job Director Long Term Disability at The Hartford
Industry Insurance
Experience
The Hartford August 2012 - Present
The Hartford April 2010 - August 2012
The Hartford January 2004 - March 2010
The Hartford January 2001 - December 2003
The Hartford January 2000 - December 2000
The Phoenix Companies April 1998 - December 1999
The Phoenix Companies September 1994 - April 1998
Travelers Insurance April 1991 - September 1994
Skills
Program Facilitation, Presentation Development, Organizational..., MBTI, Content Management, Knowledge Management, Training & Development, PMP, Employee Training, Insurance, Training, Change Management, Resource Management, Organizational..., Training Delivery, Leadership, Vendor Management, Process Improvement, Employee Benefits
Education
Cambridge College 1996 — 1999
MM, Management and Organizational Development
The Hartford August 2012 - Present
The Hartford April 2010 - August 2012
The Hartford January 2004 - March 2010
The Hartford January 2001 - December 2003
The Hartford January 2000 - December 2000
The Phoenix Companies April 1998 - December 1999
The Phoenix Companies September 1994 - April 1998
Travelers Insurance April 1991 - September 1994
Skills
Program Facilitation, Presentation Development, Organizational..., MBTI, Content Management, Knowledge Management, Training & Development, PMP, Employee Training, Insurance, Training, Change Management, Resource Management, Organizational..., Training Delivery, Leadership, Vendor Management, Process Improvement, Employee Benefits
Education
Cambridge College 1996 — 1999
MM, Management and Organizational Development
Chris Wojick's The Phoenix Companies Experience June 2010 - September 2010
Job Business Analytics Lead at Travelers Insurance
Industry Insurance
Experience
Travelers March 2014 - Present
Wesleyan University September 2011 - Present
Travelers May 2012 - March 2014
Travelers June 2011 - May 2012
Pratt & Whitney January 2011 - June 2011
Eastern Connecticut State University August 2008 - May 2011
The Phoenix Companies June 2010 - September 2010
Education
Eastern Connecticut State University 2007 — 2011
Bachelor of Science, Business Administration, Finance
Travelers March 2014 - Present
Wesleyan University September 2011 - Present
Travelers May 2012 - March 2014
Travelers June 2011 - May 2012
Pratt & Whitney January 2011 - June 2011
Eastern Connecticut State University August 2008 - May 2011
The Phoenix Companies June 2010 - September 2010
Education
Eastern Connecticut State University 2007 — 2011
Bachelor of Science, Business Administration, Finance
Esther Casanovas Esther Casanovas's The Phoenix Companies Experience January 1985 - January 1994
Job Project Administrator at LB Construction
Industry Construction
Experience
LB Construction of SF July 2015 - Present
Facchina April 2015 - July 2015
Regalia Beach Developers, LLC February 2012 - February 2015
Dewhurst Associates, Inc. May 2005 - October 2011
Impex Systems Group April 2004 - April 2005
Oceanside Resorts, Inc. May 2003 - May 2004
The Phoenix Companies January 1985 - January 1994
Yale Law School September 1978 - July 1983
Skills
Project Administration, Project Accounting, Cost Accounting..., Sage Timberline Office, Job Cost Tracking, Contract Management, Construction, AIA Documents, Change Orders, Submittals, Lien Waivers, Notice to Owner, OCIP, Data Analysis, Research, Microsoft Excel, Microsoft Word, Microsoft Office, Renovation, Budgets, Construction Management, Accounting, Project Management, Spanish
Education
Fordham University
BS, Physics
Mother Cabrini High School
LB Construction of SF July 2015 - Present
Facchina April 2015 - July 2015
Regalia Beach Developers, LLC February 2012 - February 2015
Dewhurst Associates, Inc. May 2005 - October 2011
Impex Systems Group April 2004 - April 2005
Oceanside Resorts, Inc. May 2003 - May 2004
The Phoenix Companies January 1985 - January 1994
Yale Law School September 1978 - July 1983
Skills
Project Administration, Project Accounting, Cost Accounting..., Sage Timberline Office, Job Cost Tracking, Contract Management, Construction, AIA Documents, Change Orders, Submittals, Lien Waivers, Notice to Owner, OCIP, Data Analysis, Research, Microsoft Excel, Microsoft Word, Microsoft Office, Renovation, Budgets, Construction Management, Accounting, Project Management, Spanish
Education
Fordham University
BS, Physics
Mother Cabrini High School
John Amabile's The Phoenix Companies Experience October 2006 - September 2009
Job Senior Regional Vice President, NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC June 2014 - Present
Life Guard Ecumenical Foundation April 2009 - Present
TS Capital, LLC December 2010 - May 2014
The Phoenix Companies October 2006 - September 2009
Amabile Capital Management, Amabile Realty Corporation, Princeton Abstract and Search February 2002 - October 2006
Northern Trust May 2000 - February 2002
Schroders June 1998 - May 2000
AXA Financial October 1997 - June 1998
Merrill Lynch January 1997 - September 1997
Skills
Equities, Asset Managment, Mutual Funds, Investment Management, Series 7, Strategic Financial..., ETFs, Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Asset Management, Financial Services, Unit Investment Trusts, Series 63, Alternative Investments, Investment Advisory, Asset Allocation
Education
Gordon College 1990 — 1995
Bachelor of Arts, Philosophy
NorthStar Securities, LLC June 2014 - Present
Life Guard Ecumenical Foundation April 2009 - Present
TS Capital, LLC December 2010 - May 2014
The Phoenix Companies October 2006 - September 2009
Amabile Capital Management, Amabile Realty Corporation, Princeton Abstract and Search February 2002 - October 2006
Northern Trust May 2000 - February 2002
Schroders June 1998 - May 2000
AXA Financial October 1997 - June 1998
Merrill Lynch January 1997 - September 1997
Skills
Equities, Asset Managment, Mutual Funds, Investment Management, Series 7, Strategic Financial..., ETFs, Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Asset Management, Financial Services, Unit Investment Trusts, Series 63, Alternative Investments, Investment Advisory, Asset Allocation
Education
Gordon College 1990 — 1995
Bachelor of Arts, Philosophy
Kristin (McManus) Letendre's The Phoenix Companies Experience April 1993 - March 1994
Job Business Development Consultant at Voya Financial
Industry Financial Services
Experience
Voya Financial April 2015 - Present
Voya Financial (formerly ING U.S.) January 2008 - March 2015
The Hartford October 1999 - January 2008
Eastbridge Consulting Group April 1994 - October 1999
The Phoenix Companies April 1993 - March 1994
MassMutual Financial Group August 1987 - April 1993
Skills
Financial Services, Business Strategy, Project Management, Strategy, Relationship Management, Marketing Communications, Business Process..., Marketing Strategy, Integrated Marketing, Strategic Communications, Advertising, Leadership, Marketing, CRM, Digital Marketing, Strategic Planning
Education
Massachusetts College of Liberal Arts
BA, English/Communications
Voya Financial April 2015 - Present
Voya Financial (formerly ING U.S.) January 2008 - March 2015
The Hartford October 1999 - January 2008
Eastbridge Consulting Group April 1994 - October 1999
The Phoenix Companies April 1993 - March 1994
MassMutual Financial Group August 1987 - April 1993
Skills
Financial Services, Business Strategy, Project Management, Strategy, Relationship Management, Marketing Communications, Business Process..., Marketing Strategy, Integrated Marketing, Strategic Communications, Advertising, Leadership, Marketing, CRM, Digital Marketing, Strategic Planning
Education
Massachusetts College of Liberal Arts
BA, English/Communications
Ronald Gaineous Ronald Gaineous's The Phoenix Companies Experience September 2003 - December 2005
Job Contracts Manager at General Dynamics Information Technology
Industry Telecommunications
Experience
General Dynamics Information Technology December 2013 - Present
IDBD Inc. April 2012 - December 2013
General Dynamics Itronix October 2009 - April 2012
General Dynamics Information Technology October 2006 - September 2009
The Phoenix Companies September 2003 - December 2005
Skills
Financial Analysis, Process Improvement, Managerial Finance, Finance, Strategic Planning, Budgets, Team Building, Business Development, Management, Business Strategy, Leadership, Analysis, Strategy, Financial Reporting, Project Management, Program Management, Team Leadership, Business Process..., Team Management, Telecommunications, Cross-functional Team..., Business Process, Security, Integration, Business Analysis, Start-ups, Human Resources, Accounting, Business Planning, Consulting, Executive Management, Project Planning, Risk Management, Change Management, Mergers & Acquisitions, Vendor Management, Product Management, Competitive Analysis, CRM
Education
American InterContinental University 2005 — 2006
M.B.A., Operations Management
Kean University 1994 — 2000
Bachelor of Science (BS), Finance
Western New England College School of Law
General Dynamics Information Technology December 2013 - Present
IDBD Inc. April 2012 - December 2013
General Dynamics Itronix October 2009 - April 2012
General Dynamics Information Technology October 2006 - September 2009
The Phoenix Companies September 2003 - December 2005
Skills
Financial Analysis, Process Improvement, Managerial Finance, Finance, Strategic Planning, Budgets, Team Building, Business Development, Management, Business Strategy, Leadership, Analysis, Strategy, Financial Reporting, Project Management, Program Management, Team Leadership, Business Process..., Team Management, Telecommunications, Cross-functional Team..., Business Process, Security, Integration, Business Analysis, Start-ups, Human Resources, Accounting, Business Planning, Consulting, Executive Management, Project Planning, Risk Management, Change Management, Mergers & Acquisitions, Vendor Management, Product Management, Competitive Analysis, CRM
Education
American InterContinental University 2005 — 2006
M.B.A., Operations Management
Kean University 1994 — 2000
Bachelor of Science (BS), Finance
Western New England College School of Law
Malcolm Powell Malcolm Powell's The Phoenix Companies Experience May 1997 - October 2004
Job Operations Specialist at CIGNA
Industry Information Technology and Services
Experience
CIGNA June 2012 - Present
Technisource June 2009 - August 2009
The Hartford Insurance Group June 2008 - February 2009
EDS November 2004 - September 2007
The Phoenix Companies May 1997 - October 2004
The Phoenix Companies June 1992 - May 1997
Skills
Disaster Recovery, Mainframe, Business Continuity, Data Center, Security, RACF, ITIL, IT Service Management, Incident Management, IT Management, ESP, Security Administration, Active Directory, Information Security, Business Analysis, Data Security, Computer Hardware, Backup Solutions, CA-7/11, Workload Automation, FDR, TWS
Education
Asnuntuck Comm College 1996 — 1998
Certificate, Marketing
Asnuntuck Community College 1996 — 1998
Certificate, Business
Charter Oak State College
Information Security Certificate, Information Technology
CIGNA June 2012 - Present
Technisource June 2009 - August 2009
The Hartford Insurance Group June 2008 - February 2009
EDS November 2004 - September 2007
The Phoenix Companies May 1997 - October 2004
The Phoenix Companies June 1992 - May 1997
Skills
Disaster Recovery, Mainframe, Business Continuity, Data Center, Security, RACF, ITIL, IT Service Management, Incident Management, IT Management, ESP, Security Administration, Active Directory, Information Security, Business Analysis, Data Security, Computer Hardware, Backup Solutions, CA-7/11, Workload Automation, FDR, TWS
Education
Asnuntuck Comm College 1996 — 1998
Certificate, Marketing
Asnuntuck Community College 1996 — 1998
Certificate, Business
Charter Oak State College
Information Security Certificate, Information Technology
Robert Galiette Robert Galiette's The Phoenix Companies Experience January 1984 - January 1988
Job Principal at Robert J. Galiette Attorney at Law, LLC
Industry Law Practice
Experience
Valley Railroad Company June 2015 - Present
Robert J. Galiette Attorney at Law, LLC June 1992 - Present
Dewey & LeBoeuf LLP August 1989 - June 1992
Pepe & Hazard LLP January 1988 - August 1989
The Phoenix Companies January 1984 - January 1988
CIGNA / Connecticut General December 1977 - January 1984
Connecticut Commission on Hospitals and Healthcare August 1976 - December 1977
Skills
Insurance, Trademarks, Patents, International Law, Healthcare Management, Intellectual Property, Litigation, Patent Prosecution, Commercial Litigation, Trade Secrets, Patent Litigation, Licensing, Civil Litigation, Due Diligence, Mergers
Education
Brown University
Master of Science (M.Sc.), Immunopharmacology
The University of Connecticut School of Law
Doctor of Law (J.D.), Insurance Law, Intellectual Property Law
Stonehill College
Bachelor of Science (B.S.), Biology, General
Valley Railroad Company June 2015 - Present
Robert J. Galiette Attorney at Law, LLC June 1992 - Present
Dewey & LeBoeuf LLP August 1989 - June 1992
Pepe & Hazard LLP January 1988 - August 1989
The Phoenix Companies January 1984 - January 1988
CIGNA / Connecticut General December 1977 - January 1984
Connecticut Commission on Hospitals and Healthcare August 1976 - December 1977
Skills
Insurance, Trademarks, Patents, International Law, Healthcare Management, Intellectual Property, Litigation, Patent Prosecution, Commercial Litigation, Trade Secrets, Patent Litigation, Licensing, Civil Litigation, Due Diligence, Mergers
Education
Brown University
Master of Science (M.Sc.), Immunopharmacology
The University of Connecticut School of Law
Doctor of Law (J.D.), Insurance Law, Intellectual Property Law
Stonehill College
Bachelor of Science (B.S.), Biology, General
Tim Leahy Tim Leahy's The Phoenix Companies Experience January 1981 - February 1986
Job Managing Director and General Counsel at Forefront Migration Ltd
Industry Legal Services
Experience
Forefront Migration Ltd 2004 - Present
Forefront Placement Ltd. 2004 - Present
Immigration North America, Inc August 1994 - Present
Timothy E. Leahy, Esq August 1989 - Present
Icon International WLL - Doha, Qatar June 2008 - January 2010
U.S Department of Sate February 1986 - August 1989
The Phoenix Companies January 1981 - February 1986
Skills
Immigration, Immigration Law, Legal Writing, Employment Law, Mediation, Legal Research, Legal Assistance, Corporate Governance, Litigation, Contract Negotiation, Legal Advice, Courts, Commercial Litigation, Employee Benefits, Arbitration, Criminal Law, Corporate Law, Due Diligence, Editing, International Law, Alternative Dispute..., Appeals, Civil Litigation, Policy, Licensing, Visas, Joint Ventures, Immigration Issues, Dispute Resolution, Intellectual Property, Estate Planning, Mergers, Recruiting, Citizenship, Family Law, Business, Real Estate, Negotiation, Administrative Law, Mergers & Acquisitions, Management, Legal Compliance, Insurance, Competition Law, Legal Issues, Wills, Banking Law, Restructuring, International..., Tax Law
Education
York University - Osgoode Hall Law School 1988 — 1989
Joint Committee Student
Wayne State University 1984 — 1986
J.D., cum laude, Law
Albion College
B.A., magna cum laude, History & Spanish
University of Michigan
Ph.D. Can.; M.A, History
Forefront Migration Ltd 2004 - Present
Forefront Placement Ltd. 2004 - Present
Immigration North America, Inc August 1994 - Present
Timothy E. Leahy, Esq August 1989 - Present
Icon International WLL - Doha, Qatar June 2008 - January 2010
U.S Department of Sate February 1986 - August 1989
The Phoenix Companies January 1981 - February 1986
Skills
Immigration, Immigration Law, Legal Writing, Employment Law, Mediation, Legal Research, Legal Assistance, Corporate Governance, Litigation, Contract Negotiation, Legal Advice, Courts, Commercial Litigation, Employee Benefits, Arbitration, Criminal Law, Corporate Law, Due Diligence, Editing, International Law, Alternative Dispute..., Appeals, Civil Litigation, Policy, Licensing, Visas, Joint Ventures, Immigration Issues, Dispute Resolution, Intellectual Property, Estate Planning, Mergers, Recruiting, Citizenship, Family Law, Business, Real Estate, Negotiation, Administrative Law, Mergers & Acquisitions, Management, Legal Compliance, Insurance, Competition Law, Legal Issues, Wills, Banking Law, Restructuring, International..., Tax Law
Education
York University - Osgoode Hall Law School 1988 — 1989
Joint Committee Student
Wayne State University 1984 — 1986
J.D., cum laude, Law
Albion College
B.A., magna cum laude, History & Spanish
University of Michigan
Ph.D. Can.; M.A, History
Jack Mishler, Jr.'s The Phoenix Companies Experience June 1999 - November 2004
Job Divisional Sales Manager, Regional Director at Jackson National Life
Industry Financial Services
Experience
Jackson National Life January 2005 - Present
The Phoenix Companies June 1999 - November 2004
Aetna Financial Services March 1987 - June 1999
Skills
Series 63, Series 6, Series 7, Business Development, Sales, Fixed Annuities, Variable Annuities, Mutual Funds, Insurance, Investments, Wealth Management, Financial Services, Marketing, Relationship Management, New Business Development, Sales Management, Banking
Education
Indiana State University 1981 — 1986
BS, Marketing and Business
Jackson National Life January 2005 - Present
The Phoenix Companies June 1999 - November 2004
Aetna Financial Services March 1987 - June 1999
Skills
Series 63, Series 6, Series 7, Business Development, Sales, Fixed Annuities, Variable Annuities, Mutual Funds, Insurance, Investments, Wealth Management, Financial Services, Marketing, Relationship Management, New Business Development, Sales Management, Banking
Education
Indiana State University 1981 — 1986
BS, Marketing and Business
Sharon Mayock's The Phoenix Companies Experience May 1999 - September 2009
Job Freelance Graphic Designer/ Willing Problem Solver
Industry Marketing and Advertising
Experience
Whisper Hill Design May 1999 - Present
The Phoenix Companies May 1999 - September 2009
Skills
Graphics, Corporate Branding, Web Design, Photography, Marketing, Adobe Creative Suite, Email Marketing, Creative Direction, Image Manipulation, Project Management, Sales, RFP, Brand Development, Concept Development, Graphic Design, Visual Communication, Magazine Layout Design, Logo Design, Brochures, Typography
Education
Central Connecticut State University 1981 — 1985
Bachelor of Arts (BA), Graphic Design
Whisper Hill Design May 1999 - Present
The Phoenix Companies May 1999 - September 2009
Skills
Graphics, Corporate Branding, Web Design, Photography, Marketing, Adobe Creative Suite, Email Marketing, Creative Direction, Image Manipulation, Project Management, Sales, RFP, Brand Development, Concept Development, Graphic Design, Visual Communication, Magazine Layout Design, Logo Design, Brochures, Typography
Education
Central Connecticut State University 1981 — 1985
Bachelor of Arts (BA), Graphic Design
Scott Stoecklin Scott Stoecklin's The Phoenix Companies Experience June 2001 - January 2003
Job Digital Analytics Senior Specialist at Cigna
Industry Information Technology and Services
Experience
Cigna June 2014 - Present
CIGNA April 2012 - June 2014
The Hartford May 2008 - April 2012
The Hartford February 2004 - May 2008
Aetna June 2003 - September 2003
The Phoenix Companies June 2001 - January 2003
The Phoenix Companies 1999 - 2002
Skills
JavaScript, ASP, CSS, DHTML, Tealeaf, HTML, Web Analytics, SDLC, Visio, SharePoint, SOA, Business Analysis, Analysis, Software Documentation, Usability, Requirements Gathering, SQL, WebTrends Analytics, User Experience, Troubleshooting
Education
Quinnipiac University 1999 — 2002
Masters, Computer Information Systems
Dean College 1997 — 1999
Associates, Liberal Arts; Math / Science
Cigna June 2014 - Present
CIGNA April 2012 - June 2014
The Hartford May 2008 - April 2012
The Hartford February 2004 - May 2008
Aetna June 2003 - September 2003
The Phoenix Companies June 2001 - January 2003
The Phoenix Companies 1999 - 2002
Skills
JavaScript, ASP, CSS, DHTML, Tealeaf, HTML, Web Analytics, SDLC, Visio, SharePoint, SOA, Business Analysis, Analysis, Software Documentation, Usability, Requirements Gathering, SQL, WebTrends Analytics, User Experience, Troubleshooting
Education
Quinnipiac University 1999 — 2002
Masters, Computer Information Systems
Dean College 1997 — 1999
Associates, Liberal Arts; Math / Science
Stephanie Johnson-Magee, MBA, MSM, PMP Stephanie Johnson-Magee, MBA, MSM, PMP's The Phoenix Companies Experience July 2011 - May 2014
Job Enterprise Portfolio Manager at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group via Vertex June 2014 - Present
The Phoenix Companies July 2011 - May 2014
Kemper, A Unitrin Business November 2010 - July 2011
Unitrin Direct February 2009 - November 2010
Response Insurance April 2007 - November 2010
The Hartford Insurance Group February 2006 - April 2007
The Hartford Insurance Group August 2001 - February 2006
The Hartford Insurance Group February 1998 - August 2001
Middletown Press May 1997 - February 1998
Skills
Business Analysis, Process Improvement, Requirements Analysis, Business Process, SDLC, Business Intelligence, Requirements Gathering, Project Portfolio..., Strategic Planning, ERP, PMO, Analysis, PMP, Management, Business Process..., Business Strategy, Project Management, Strategy, Integration, Project Planning, Enterprise Software, Enterprise Architecture, Software Documentation, Leadership, Governance, Business Requirements, Vendor Management, Team Building, Program Management, Training, Visio, Strategic Leadership, Risk Management, Budgets, Cross-functional Team..., IT Strategy, Product Development, Change Management, Software Project..., Insurance, Resource Management
Education
Albertus Magnus College 2008 — 2009
Master, Business Administration
Albertus Magnus College - New Dimensions Program 2006 — 2008
MS, Management
Hofstra University 1993 — 1997
BA, Communications
Platt
MassMutual Financial Group via Vertex June 2014 - Present
The Phoenix Companies July 2011 - May 2014
Kemper, A Unitrin Business November 2010 - July 2011
Unitrin Direct February 2009 - November 2010
Response Insurance April 2007 - November 2010
The Hartford Insurance Group February 2006 - April 2007
The Hartford Insurance Group August 2001 - February 2006
The Hartford Insurance Group February 1998 - August 2001
Middletown Press May 1997 - February 1998
Skills
Business Analysis, Process Improvement, Requirements Analysis, Business Process, SDLC, Business Intelligence, Requirements Gathering, Project Portfolio..., Strategic Planning, ERP, PMO, Analysis, PMP, Management, Business Process..., Business Strategy, Project Management, Strategy, Integration, Project Planning, Enterprise Software, Enterprise Architecture, Software Documentation, Leadership, Governance, Business Requirements, Vendor Management, Team Building, Program Management, Training, Visio, Strategic Leadership, Risk Management, Budgets, Cross-functional Team..., IT Strategy, Product Development, Change Management, Software Project..., Insurance, Resource Management
Education
Albertus Magnus College 2008 — 2009
Master, Business Administration
Albertus Magnus College - New Dimensions Program 2006 — 2008
MS, Management
Hofstra University 1993 — 1997
BA, Communications
Platt
Craig S. Trujillo - CPA Craig S. Trujillo - CPA's The Phoenix Companies Experience June 1998 - January 2006
Job Deputy Chief Auditor at The City of Hartford
Industry Government Administration
Experience
The City of Hartford May 2007 - Present
First Light Power and Light March 2007 - May 2007
Doral Bank November 2006 - February 2007
UHY LLP June 2006 - February 2007
The Phoenix Companies June 1998 - January 2006
CIGNA Corporation September 1976 - June 1998
Skills
Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Reporting, Internal Audit, Auditing, IT Audit, Sarbanes-Oxley, Risk Management, Financial Analysis, Governance, CISA, COSO, Risk Assessment, Operational Risk..., Mergers & Acquisitions, Insurance, Process Improvement, Financial Risk, Financial Audits, Assurance, SEC filings, US GAAP, GAAP, External Audit, Big 4, Certified Fraud Examiner
Education
La Salle University - School of Business Administration 1900 — 1900
BA, Accounting
Monsignor Bonner High School
The City of Hartford May 2007 - Present
First Light Power and Light March 2007 - May 2007
Doral Bank November 2006 - February 2007
UHY LLP June 2006 - February 2007
The Phoenix Companies June 1998 - January 2006
CIGNA Corporation September 1976 - June 1998
Skills
Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Reporting, Internal Audit, Auditing, IT Audit, Sarbanes-Oxley, Risk Management, Financial Analysis, Governance, CISA, COSO, Risk Assessment, Operational Risk..., Mergers & Acquisitions, Insurance, Process Improvement, Financial Risk, Financial Audits, Assurance, SEC filings, US GAAP, GAAP, External Audit, Big 4, Certified Fraud Examiner
Education
La Salle University - School of Business Administration 1900 — 1900
BA, Accounting
Monsignor Bonner High School
Christine Laprise Christine Laprise's The Phoenix Companies Experience March 2007 - January 2008
Job Human Resources Manager at Cigna Healthcare
Industry Human Resources
Experience
Cigna Healthcare October 2013 - Present
United Technologies May 2011 - October 2013
United Technologies Corporation - Otis Elevator May 2010 - May 2011
United Technologies Corporation - Otis Elevator January 2009 - November 2010
United Technologies Corporation - Otis Elevator Company March 2008 - January 2009
The Phoenix Companies March 2007 - January 2008
Mortgage Lenders Network September 2005 - February 2007
The Hartford Insurance Group 2000 - 2005
Skills
Talent Management, Recruiting, Performance Management, Employee Relations, Human Resources, Onboarding, Succession Planning, Training, Strategy, Management
Education
Northeastern University - Graduate School of Business Administration 2009 — 2013
MBA, General Management
Albertus Magnus College 2003 — 2007
Bachelor's, Business Management
Cigna Healthcare October 2013 - Present
United Technologies May 2011 - October 2013
United Technologies Corporation - Otis Elevator May 2010 - May 2011
United Technologies Corporation - Otis Elevator January 2009 - November 2010
United Technologies Corporation - Otis Elevator Company March 2008 - January 2009
The Phoenix Companies March 2007 - January 2008
Mortgage Lenders Network September 2005 - February 2007
The Hartford Insurance Group 2000 - 2005
Skills
Talent Management, Recruiting, Performance Management, Employee Relations, Human Resources, Onboarding, Succession Planning, Training, Strategy, Management
Education
Northeastern University - Graduate School of Business Administration 2009 — 2013
MBA, General Management
Albertus Magnus College 2003 — 2007
Bachelor's, Business Management
Evan Ohs Evan Ohs's The Phoenix Companies Experience 1997 - 2000
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company September 2000 - Present
Phoenix Home Life 1997 - 2000
The Phoenix Companies 1997 - 2000
Skills
Estate Planning, Retirement Planning, Strategic Planning, Life Insurance
Education
The Strategic Coach 2005 — 2013
California Polytechnic State University-San Luis Obispo 1994 — 1997
BS, Finance
Pacific Life Insurance Company September 2000 - Present
Phoenix Home Life 1997 - 2000
The Phoenix Companies 1997 - 2000
Skills
Estate Planning, Retirement Planning, Strategic Planning, Life Insurance
Education
The Strategic Coach 2005 — 2013
California Polytechnic State University-San Luis Obispo 1994 — 1997
BS, Finance
Jerry Jasinowski Jerry Jasinowski's The Phoenix Companies Experience 1995 - Present
Job Economist, Author, Board Member, and Investor
Industry Nonprofit Organization Management
Experience
Procurian 2010 - Present
Northwest Biotherapeutics 2008 - Present
The Timken Company 2004 - Present
The Phoenix Companies 1995 - Present
The Washington Tennis and Education Foundation 1990 - Present
Harsco Corporation 1999 - 2009
The Manufacturing Institute (MI) 2004 - 2007
webMethods 2001 - 2007
National Association of Manufacturers - NAM 1990 - 2004
National Association of Manufacturers 1990 - 2004
Skills
Public Speaking, Business Development, Leadership, Finance, Government, Training, Legislation, Management, Strategic Planning, Program Management, Nonprofits, Strategy, Strategic Thinking, Public Policy, Editing, Policy, Non-profits, Start-up Consulting, Event Management, Research, Budgets, Fundraising, Strategic Communications, Politics, Legislative Relations, Analysis, Coalitions, Sales, Media Relations, Event Planning, Knowledge Management, Entrepreneurship, Economics, Financial Goals, Public Relations, Manufacturing, Policy Analysis
Education
Columbia University in the City of New York
M.A., Economics
Harvard Business School
Advanced Management Program
Indiana University Bloomington
A.B., Economics
Procurian 2010 - Present
Northwest Biotherapeutics 2008 - Present
The Timken Company 2004 - Present
The Phoenix Companies 1995 - Present
The Washington Tennis and Education Foundation 1990 - Present
Harsco Corporation 1999 - 2009
The Manufacturing Institute (MI) 2004 - 2007
webMethods 2001 - 2007
National Association of Manufacturers - NAM 1990 - 2004
National Association of Manufacturers 1990 - 2004
Skills
Public Speaking, Business Development, Leadership, Finance, Government, Training, Legislation, Management, Strategic Planning, Program Management, Nonprofits, Strategy, Strategic Thinking, Public Policy, Editing, Policy, Non-profits, Start-up Consulting, Event Management, Research, Budgets, Fundraising, Strategic Communications, Politics, Legislative Relations, Analysis, Coalitions, Sales, Media Relations, Event Planning, Knowledge Management, Entrepreneurship, Economics, Financial Goals, Public Relations, Manufacturing, Policy Analysis
Education
Columbia University in the City of New York
M.A., Economics
Harvard Business School
Advanced Management Program
Indiana University Bloomington
A.B., Economics
Andy Janicik's The Phoenix Companies Experience August 1995 - April 2000
Job Senior Marketing Communications Specialist at Tridium
Industry Writing and Editing
Experience
Tridium April 2014 - Present
Eversource Energy May 2009 - February 2014
CIGNA January 2008 - April 2009
CIGNA HealthCare September 2003 - December 2007
Health New England March 2002 - August 2003
CIGNA HealthCare November 2000 - December 2001
The Phoenix Companies August 1995 - April 2000
Combined Health Appeal September 1991 - August 1995
Advest, Inc. September 1988 - October 1990
Skills
Writing and Editing, Creative Strategy, Organizational..., Internal Communications, Strategic Communications, Newsletters, Event Management, Marketing Communications, Public Relations, Corporate Communications, Copywriting, Press Releases, Communications Planning, Editing, Social Media, Integrated Marketing, Crisis Communications, Marketing, Strategy, Project Management, Program Management, Leadership, Management, Media Relations, Strategic Planning, Writing, Email Marketing, Event Planning, Editorial
Education
Indiana University of Pennsylvania 1982 — 1984
B.A., Journalism
Dutchess Community College 1979 — 1981
Associate's Degree, Liberal Arts
Tridium April 2014 - Present
Eversource Energy May 2009 - February 2014
CIGNA January 2008 - April 2009
CIGNA HealthCare September 2003 - December 2007
Health New England March 2002 - August 2003
CIGNA HealthCare November 2000 - December 2001
The Phoenix Companies August 1995 - April 2000
Combined Health Appeal September 1991 - August 1995
Advest, Inc. September 1988 - October 1990
Skills
Writing and Editing, Creative Strategy, Organizational..., Internal Communications, Strategic Communications, Newsletters, Event Management, Marketing Communications, Public Relations, Corporate Communications, Copywriting, Press Releases, Communications Planning, Editing, Social Media, Integrated Marketing, Crisis Communications, Marketing, Strategy, Project Management, Program Management, Leadership, Management, Media Relations, Strategic Planning, Writing, Email Marketing, Event Planning, Editorial
Education
Indiana University of Pennsylvania 1982 — 1984
B.A., Journalism
Dutchess Community College 1979 — 1981
Associate's Degree, Liberal Arts
Sumanth Patnala's The Phoenix Companies Experience May 2009 - July 2009
Job QA Advisor at CVS Health
Industry Information Technology and Services
Experience
CVS Health August 2014 - Present
Turbine December 2013 - August 2014
Vedicsoft Solutions Inc. 2005 - August 2014
Philips Healthcare January 2012 - December 2013
MVP Health Care August 2010 - January 2012
Consultant at The Hartford Financial Services Group August 2008 - August 2010
The Phoenix Companies May 2009 - July 2009
Liberty Mutual Insurance 2007 - 2008
Russell Investments WA 2006 - 2007
Nipuna Services Limited 2001 - 2006
Skills
SDLC, SQL, Requirements Analysis, ETL, Testing, Data Warehousing, PL/SQL, Integration, Quality Assurance, Informatica, Unix, Misys, Healthcare Information..., Property & Casualty..., Test Planning, Business Intelligence, Databases
Education
Xavier Institute of Management 2002 — 2003
CRMM, Customer relationship & Marketing management
Andhra University 1997 — 2001
BE, EEE
CVS Health August 2014 - Present
Turbine December 2013 - August 2014
Vedicsoft Solutions Inc. 2005 - August 2014
Philips Healthcare January 2012 - December 2013
MVP Health Care August 2010 - January 2012
Consultant at The Hartford Financial Services Group August 2008 - August 2010
The Phoenix Companies May 2009 - July 2009
Liberty Mutual Insurance 2007 - 2008
Russell Investments WA 2006 - 2007
Nipuna Services Limited 2001 - 2006
Skills
SDLC, SQL, Requirements Analysis, ETL, Testing, Data Warehousing, PL/SQL, Integration, Quality Assurance, Informatica, Unix, Misys, Healthcare Information..., Property & Casualty..., Test Planning, Business Intelligence, Databases
Education
Xavier Institute of Management 2002 — 2003
CRMM, Customer relationship & Marketing management
Andhra University 1997 — 2001
BE, EEE
Tom Frenaye's The Phoenix Companies Experience 1984 - 2001
Job Director ARRL
Industry Information Technology and Services
Experience
Frenaye Associates 2001 - Present
ARRL 1985 - Present
Town of Suffield November 2009 - November 2011
The Phoenix Companies 1984 - 2001
Phoenix Mutual 1983 - 2001
STSC 1981 - 1983
American Radio Relay League 1977 - 1981
Skills
Networking, Research, Customer Service, Public Speaking, Strategic Planning, Team Building, Program Management, Linux, Network Security, Network Administration, Electronics, Management, RF, Programming, Testing, Technical Writing, Security, Disaster Recovery, Product Development, Wireless, Telecommunications, Systems Engineering, TCP/IP, Integration, Information Technology, Software Development, Databases, Leadership, Software Engineering, Project Management, Unix, Budgets, New Business Development, Process Improvement, Enterprise Architecture, Data Center, Microsoft Office, Troubleshooting, Web Design, Perl, Cloud Computing, Network Design, Embedded Systems
Education
Sonoma State University 1970 — 1975
Master's degree, Political Science
Carnegie Mellon University 1968 — 1969
Electrical Engineering
Claremont High School 1964 — 1968
Frenaye Associates 2001 - Present
ARRL 1985 - Present
Town of Suffield November 2009 - November 2011
The Phoenix Companies 1984 - 2001
Phoenix Mutual 1983 - 2001
STSC 1981 - 1983
American Radio Relay League 1977 - 1981
Skills
Networking, Research, Customer Service, Public Speaking, Strategic Planning, Team Building, Program Management, Linux, Network Security, Network Administration, Electronics, Management, RF, Programming, Testing, Technical Writing, Security, Disaster Recovery, Product Development, Wireless, Telecommunications, Systems Engineering, TCP/IP, Integration, Information Technology, Software Development, Databases, Leadership, Software Engineering, Project Management, Unix, Budgets, New Business Development, Process Improvement, Enterprise Architecture, Data Center, Microsoft Office, Troubleshooting, Web Design, Perl, Cloud Computing, Network Design, Embedded Systems
Education
Sonoma State University 1970 — 1975
Master's degree, Political Science
Carnegie Mellon University 1968 — 1969
Electrical Engineering
Claremont High School 1964 — 1968
Marc Nielsen's The Phoenix Companies Experience January 2006 - September 2009
Job State Farm Agent
Industry Insurance
Experience
State Farm October 2012 - Present
State Farm Insurance January 2010 - November 2012
Phoenix Wealth Management January 2006 - September 2009
The Phoenix Companies January 2006 - September 2009
Allstate Financial January 2003 - January 2006
Van Kampen Investments June 1997 - September 2002
Skills
Mutual Funds, Fixed Annuities, Salesforce.com, Customer Service, Series 63, Permanent Placement, Life Insurance, CRM, Financial Services, Insurance, Leadership, Long-term Care, Management, Retirement, Retirement Planning, Sales, Selling, Series 6, Term Life Insurance
Education
Iowa State University - College of Business 1991 — 1996
4 year, Marketing
Rock Valley College 1989 — 1991
Associate, Accounting
State Farm October 2012 - Present
State Farm Insurance January 2010 - November 2012
Phoenix Wealth Management January 2006 - September 2009
The Phoenix Companies January 2006 - September 2009
Allstate Financial January 2003 - January 2006
Van Kampen Investments June 1997 - September 2002
Skills
Mutual Funds, Fixed Annuities, Salesforce.com, Customer Service, Series 63, Permanent Placement, Life Insurance, CRM, Financial Services, Insurance, Leadership, Long-term Care, Management, Retirement, Retirement Planning, Sales, Selling, Series 6, Term Life Insurance
Education
Iowa State University - College of Business 1991 — 1996
4 year, Marketing
Rock Valley College 1989 — 1991
Associate, Accounting
Deborah Zawisza's The Phoenix Companies Experience January 2001 - January 2011
Job SVP/Chief Information Officer of Claim Services at Travelers
Industry Financial Services
Experience
Travelers January 2011 - Present
The Phoenix Companies January 2001 - January 2011
Phoenix Life Insurance Company 2001 - 2009
PwC Consulting January 1999 - January 2001
Aetna April 1981 - December 1998
Skills
Vendor Relations, Consultancy Services, Vendor Management, PMO, Quality Assurance, IT Management, Management Consulting, Business Analysis, Business Intelligence, Consulting, Data Warehousing, Information Technology, Insurance, Leadership, Oracle, Project Delivery, Software Development, Strategy
Education
Rensselaer Polytechnic Institute at Hartford 1987 — 1989
Masters in Business
Adelphi University 1977 — 1980
BBA, Finance
University of Vermont 1976 — 1977
Education
Travelers January 2011 - Present
The Phoenix Companies January 2001 - January 2011
Phoenix Life Insurance Company 2001 - 2009
PwC Consulting January 1999 - January 2001
Aetna April 1981 - December 1998
Skills
Vendor Relations, Consultancy Services, Vendor Management, PMO, Quality Assurance, IT Management, Management Consulting, Business Analysis, Business Intelligence, Consulting, Data Warehousing, Information Technology, Insurance, Leadership, Oracle, Project Delivery, Software Development, Strategy
Education
Rensselaer Polytechnic Institute at Hartford 1987 — 1989
Masters in Business
Adelphi University 1977 — 1980
BBA, Finance
University of Vermont 1976 — 1977
Education
Jane Berg's The Phoenix Companies Experience November 2001 - December 2008
Job Assistant Vice President, EXL Lifepro
Industry Information Technology and Services
Experience
EXL October 2013 - Present
Miningham & Oellerich April 2013 - October 2013
ING April 2011 - March 2013
Knights of Columbus November 2010 - April 2011
MassMutual Financial Group January 2010 - October 2010
CIGNA Healthcare July 2009 - December 2009
The Phoenix Companies November 2001 - December 2008
Pricewaterhousecoopers 1999 - 2001
CSC 1992 - 1999
Skills
SDLC, Process Improvement, Project Management, Vendor Management, IT Strategy, Life Insurance, Quality Assurance, System Testing, Microsoft Office, Business Requirements, Business Analysis, PMO, Software Documentation, MS Project
Education
Curry College 1975 — 1979
EXL October 2013 - Present
Miningham & Oellerich April 2013 - October 2013
ING April 2011 - March 2013
Knights of Columbus November 2010 - April 2011
MassMutual Financial Group January 2010 - October 2010
CIGNA Healthcare July 2009 - December 2009
The Phoenix Companies November 2001 - December 2008
Pricewaterhousecoopers 1999 - 2001
CSC 1992 - 1999
Skills
SDLC, Process Improvement, Project Management, Vendor Management, IT Strategy, Life Insurance, Quality Assurance, System Testing, Microsoft Office, Business Requirements, Business Analysis, PMO, Software Documentation, MS Project
Education
Curry College 1975 — 1979
Joe Fazzino's The Phoenix Companies Experience 2006 - 2008
Job Asst. VP, Corporate Communications, Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners July 2008 - Present
Nutmeg Conservatory for the Arts 1996 - January 2008
The Phoenix Companies 2006 - 2008
The Mark Twain House & Museum September 2002 - December 2005
Bank of America January 2001 - June 2002
Hartford Life 1988 - 2000
The Hartford 1982 - 2000
Skills
Public Relations, Corporate Communications, Internal Communications, Financial Services, Mutual Funds, Copywriting, Photography, Marketing Communications, Media Relations, Advertising, Asset Managment, Editing, Press Releases, Strategic Communications, Asset Management, Investments, Series 7, Speech Writing, Newsletters, Crisis Communications, Communication Training, Reputation Management, Alternative Investments, Communications Planning, Message Development, Series 63
Education
Boston University 1972 — 1976
Bachelor of Science (BS), Journalism
Virtus Investment Partners July 2008 - Present
Nutmeg Conservatory for the Arts 1996 - January 2008
The Phoenix Companies 2006 - 2008
The Mark Twain House & Museum September 2002 - December 2005
Bank of America January 2001 - June 2002
Hartford Life 1988 - 2000
The Hartford 1982 - 2000
Skills
Public Relations, Corporate Communications, Internal Communications, Financial Services, Mutual Funds, Copywriting, Photography, Marketing Communications, Media Relations, Advertising, Asset Managment, Editing, Press Releases, Strategic Communications, Asset Management, Investments, Series 7, Speech Writing, Newsletters, Crisis Communications, Communication Training, Reputation Management, Alternative Investments, Communications Planning, Message Development, Series 63
Education
Boston University 1972 — 1976
Bachelor of Science (BS), Journalism
Eric Hendricksen, MSOM, RPLU's The Phoenix Companies Experience May 2005 - May 2009
Job MPL / Cyber Liability Underwriter at Chubb Insurance
Industry Insurance
Experience
Chubb Insurance August 2014 - Present
Chubb Insurance December 2011 - August 2014
Beazley November 2009 - December 2011
The Phoenix Companies May 2005 - May 2009
Skills
Insurance, Underwriting, Software Documentation, Training, Life Insurance, Management, Liability, Analysis, Brokers, Professional Liability, Risk Management
Education
Eastern Connecticut State University 2007 — 2013
Master of Science (MS), Master of Science in Organizational Management, 3.7
Eastern Connecticut State University 2001 — 2005
Bachelor's degree, History/Social Science Major w/ Minor in Sociology
Chubb Insurance August 2014 - Present
Chubb Insurance December 2011 - August 2014
Beazley November 2009 - December 2011
The Phoenix Companies May 2005 - May 2009
Skills
Insurance, Underwriting, Software Documentation, Training, Life Insurance, Management, Liability, Analysis, Brokers, Professional Liability, Risk Management
Education
Eastern Connecticut State University 2007 — 2013
Master of Science (MS), Master of Science in Organizational Management, 3.7
Eastern Connecticut State University 2001 — 2005
Bachelor's degree, History/Social Science Major w/ Minor in Sociology
Noelle Aarons Cass's The Phoenix Companies Experience 2006 - Present
Job Assistant Vice President, Talent Management at The Phoenix Companies, Inc.
Industry Insurance
Experience
The Phoenix Companies, Inc. September 2014 - Present
The Phoenix Companies 2006 - Present
The Phoenix Companies January 1997 - June 2006
Kenetech/CNF Industries 1994 - 1996
JP Foodservice 1990 - 1994
Skills
Employee Relations, Benefits, Compensation, Employee Benefits, Performance Management, Talent Management, Recruiting, Organizational...
Education
The University of Connecticut 1982 — 1985
Charter Oak State College
B.S., Interdisciplinary - Psychology and HR Management
The Phoenix Companies, Inc. September 2014 - Present
The Phoenix Companies 2006 - Present
The Phoenix Companies January 1997 - June 2006
Kenetech/CNF Industries 1994 - 1996
JP Foodservice 1990 - 1994
Skills
Employee Relations, Benefits, Compensation, Employee Benefits, Performance Management, Talent Management, Recruiting, Organizational...
Education
The University of Connecticut 1982 — 1985
Charter Oak State College
B.S., Interdisciplinary - Psychology and HR Management
Gene Oakes's The Phoenix Companies Experience 1982 - 2001
Job Training Database Administrator at Entergy
Industry Oil & Energy
Experience
Entergy May 2011 - Present
C&S Wholesale Grocers July 2001 - April 2011
The Phoenix Companies 1982 - 2001
Skills
SQL, Visio, SDLC, Oracle, Training, Process Improvement, Databases, SharePoint, Access, Integration, Troubleshooting, Business Analysis, Crystal Reports, Requirements Analysis, Microsoft SQL Server, Analysis
Education
Keene State College 2000 — 2002
Information Technology
University of Massachusetts, Amherst 1979 — 1981
Entergy May 2011 - Present
C&S Wholesale Grocers July 2001 - April 2011
The Phoenix Companies 1982 - 2001
Skills
SQL, Visio, SDLC, Oracle, Training, Process Improvement, Databases, SharePoint, Access, Integration, Troubleshooting, Business Analysis, Crystal Reports, Requirements Analysis, Microsoft SQL Server, Analysis
Education
Keene State College 2000 — 2002
Information Technology
University of Massachusetts, Amherst 1979 — 1981
Briana Sitler's The Phoenix Companies Experience April 1995 - January 1999
Job Director of Special Programs at Bay Path University
Industry Events Services
Experience
Bay Path University September 2007 - Present
Center for Human Development August 2004 - December 2011
Sun Life Financial June 2007 - September 2007
Genworth Financial April 2001 - June 2007
GE Financial Assurance Company April 1999 - April 2001
The Phoenix Companies April 1995 - January 1999
Phoenix Home Life January 1991 - January 1995
Phoenix Mututal January 1989 - January 1991
Phoenix Life Insurance Company 1988 - 1989
Skills
Event Planning, Problem Solving, Budgeting, Event Management, Mentoring, Word, PowerPoint, Strategic Planning, Excel, Microsoft Office, Customer Relations, Social Media, Microsoft Excel, Budgets, Customer Service, Management, Program Management, Public Speaking, Public Relations, Time Management, Strategy
Education
Bay Path University 2000 — 2004
B.S., Business, Executive Management
Wells College 1981 — 1982
Bay Path University September 2007 - Present
Center for Human Development August 2004 - December 2011
Sun Life Financial June 2007 - September 2007
Genworth Financial April 2001 - June 2007
GE Financial Assurance Company April 1999 - April 2001
The Phoenix Companies April 1995 - January 1999
Phoenix Home Life January 1991 - January 1995
Phoenix Mututal January 1989 - January 1991
Phoenix Life Insurance Company 1988 - 1989
Skills
Event Planning, Problem Solving, Budgeting, Event Management, Mentoring, Word, PowerPoint, Strategic Planning, Excel, Microsoft Office, Customer Relations, Social Media, Microsoft Excel, Budgets, Customer Service, Management, Program Management, Public Speaking, Public Relations, Time Management, Strategy
Education
Bay Path University 2000 — 2004
B.S., Business, Executive Management
Wells College 1981 — 1982
Jennifer Conover's The Phoenix Companies Experience December 2004 - March 2006
Job Personal Lines Underwriter at Travelers Insurance
Industry Insurance
Experience
Travelers Insurance March 2006 - Present
The Phoenix Companies December 2004 - March 2006
MetLife July 2000 - March 2003
Skills
Insurance, Property & Casualty..., Underwriting, Casualty, Liability, New Business Development, Claim, Umbrella Insurance, Inland Marine, Homeowners, Casualty Insurance, Customer Service
Education
Eastern Connecticut State University 1996 — 2000
BA, Economics w/ concentration in Business
Trumbull High School
Travelers Insurance March 2006 - Present
The Phoenix Companies December 2004 - March 2006
MetLife July 2000 - March 2003
Skills
Insurance, Property & Casualty..., Underwriting, Casualty, Liability, New Business Development, Claim, Umbrella Insurance, Inland Marine, Homeowners, Casualty Insurance, Customer Service
Education
Eastern Connecticut State University 1996 — 2000
BA, Economics w/ concentration in Business
Trumbull High School
Barbara Portnoy's The Phoenix Companies Experience October 2002 - January 2009
Job Owner of Synergy HomeCare of Central CT
Industry Hospital & Health Care
Experience
Synergy HomeCare of Central CT December 2009 - October 2010
The Phoenix Companies October 2002 - January 2009
IBM September 2000 - October 2002
IBM Global Services January 1997 - September 2000
Tenax Corporation April 1994 - January 1997
Arthur Andersen & Co. September 1991 - April 1994
Education
Boston University Questrom School of Business 1987 — 1991
Synergy HomeCare of Central CT December 2009 - October 2010
The Phoenix Companies October 2002 - January 2009
IBM September 2000 - October 2002
IBM Global Services January 1997 - September 2000
Tenax Corporation April 1994 - January 1997
Arthur Andersen & Co. September 1991 - April 1994
Education
Boston University Questrom School of Business 1987 — 1991
Ryan Dumond, CFS's The Phoenix Companies Experience July 2007 - July 2011
Job Regional Vice President Life Sales at AXA Equitable
Industry Financial Services
Experience
AXA Equitable April 2012 - Present
AXA Equitable December 2011 - April 2012
AXA Equitable August 2011 - April 2012
The Phoenix Companies July 2007 - July 2011
Webster Investments December 2003 - February 2006
Investors Bank & Trust 1997 - 1999
Skills
Series 7, Series 63, Certified Fund..., Strategic Financial..., Long-term Care, Estate Planning, Investments, Insurance, Retirement, Fixed Annuities, Mutual Funds, 401k, Disability Insurance, Asset Allocation, Wealth Management, Series 6, Life Insurance, Retirement Planning, Financial Planning
Education
Assumption College 1993 — 1997
BA, Accounting/Finance
Newington High School
AXA Equitable April 2012 - Present
AXA Equitable December 2011 - April 2012
AXA Equitable August 2011 - April 2012
The Phoenix Companies July 2007 - July 2011
Webster Investments December 2003 - February 2006
Investors Bank & Trust 1997 - 1999
Skills
Series 7, Series 63, Certified Fund..., Strategic Financial..., Long-term Care, Estate Planning, Investments, Insurance, Retirement, Fixed Annuities, Mutual Funds, 401k, Disability Insurance, Asset Allocation, Wealth Management, Series 6, Life Insurance, Retirement Planning, Financial Planning
Education
Assumption College 1993 — 1997
BA, Accounting/Finance
Newington High School
Dean Crabtree's The Phoenix Companies Experience July 2010 - June 2013
Job Executive Director at J.P. Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
The Forum Group - assignment JPMorgan Chase & Co. August 2014 - January 2015
The Jacobson Group - assignment-Resolution Life January 2014 - August 2014
The Phoenix Companies July 2010 - June 2013
The ALEA Group August 2008 - July 2010
Conning July 1999 - April 2008
Travelers Investment Group August 1996 - July 1999
Skills
Financial Reporting, Finance, Internal Controls, Investments, Insurance, Financial Analysis, Valuation, Reinsurance, Financial Services, Accounting, Investment Accounting, Account Reconciliation, Strategic Financial..., Derivatives, Auditing, Financial Audits, Treasury Management, US GAAP, Financial Management, STAT, Sarbanes-Oxley Act, Statutory Accounting, Financial Risk, Enterprise Risk..., Internal Audit, Fixed Income, Process Improvement, Bloomberg, Financial Accounting, Variance Analysis, Bonds, Securities, Private Equity, Budget, Corporate Finance, Financial Statements, Alternative Investments, Investment Management, Property & Casualty..., Life Insurance, Private Placements, Limited Partnerships, Monthly Close Process, CAMRA, PAM for Securities, Eagle PACE, Management Consulting, Executive Management, Financial Planning
Education
Central Connecticut State University 1989 — 1996
BS, Finance
Trumbull High School 1983 — 1986
JPMorgan Chase & Co. February 2015 - Present
The Forum Group - assignment JPMorgan Chase & Co. August 2014 - January 2015
The Jacobson Group - assignment-Resolution Life January 2014 - August 2014
The Phoenix Companies July 2010 - June 2013
The ALEA Group August 2008 - July 2010
Conning July 1999 - April 2008
Travelers Investment Group August 1996 - July 1999
Skills
Financial Reporting, Finance, Internal Controls, Investments, Insurance, Financial Analysis, Valuation, Reinsurance, Financial Services, Accounting, Investment Accounting, Account Reconciliation, Strategic Financial..., Derivatives, Auditing, Financial Audits, Treasury Management, US GAAP, Financial Management, STAT, Sarbanes-Oxley Act, Statutory Accounting, Financial Risk, Enterprise Risk..., Internal Audit, Fixed Income, Process Improvement, Bloomberg, Financial Accounting, Variance Analysis, Bonds, Securities, Private Equity, Budget, Corporate Finance, Financial Statements, Alternative Investments, Investment Management, Property & Casualty..., Life Insurance, Private Placements, Limited Partnerships, Monthly Close Process, CAMRA, PAM for Securities, Eagle PACE, Management Consulting, Executive Management, Financial Planning
Education
Central Connecticut State University 1989 — 1996
BS, Finance
Trumbull High School 1983 — 1986
Dhaval Patel, MBA's The Phoenix Companies Experience June 2007 - May 2013
Job Senior Investment AnalystEmerging Market Debt at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price October 2014 - Present
Fidelity & Guaranty Life May 2013 - October 2014
The Phoenix Companies June 2007 - May 2013
The Hartford August 2005 - May 2007
Citi June 2003 - July 2005
Skills
Mutual Funds, Portfolio Management, Alternative Investments, Asset Managment, Investments, Fixed Income, Investment Management, Bonds
Education
The University of Connecticut School of Business 2006 — 2009
MBA, Finance\Management
Northeastern University 1994 — 1999
BS, Finance and International Business
T. Rowe Price October 2014 - Present
Fidelity & Guaranty Life May 2013 - October 2014
The Phoenix Companies June 2007 - May 2013
The Hartford August 2005 - May 2007
Citi June 2003 - July 2005
Skills
Mutual Funds, Portfolio Management, Alternative Investments, Asset Managment, Investments, Fixed Income, Investment Management, Bonds
Education
The University of Connecticut School of Business 2006 — 2009
MBA, Finance\Management
Northeastern University 1994 — 1999
BS, Finance and International Business
Dan Nahorney's The Phoenix Companies Experience January 2007 - March 2008
Job Director, Strategic Communications
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company July 2011 - July 2012
Prudential Financial March 2008 - July 2011
The Phoenix Companies January 2007 - March 2008
Self Employed 2002 - 2008
Hartford Life May 2006 - December 2006
Prudential Financial February 2003 - May 2006
Insure.com 2000 - 2002
Ace Audiovisual 1999 - 2000
Skills
Positioning, Insurance, Marketing Communications, Asset Allocation, Financial Services, Workshop Facilitation, Internal Communications, Corporate Communications, Metrics, Product Development, 401k, Marketing Strategy, Strategic Communications, Marketing, Newsletters, Email Marketing, Social Media Marketing, Strategic Planning, Direct Mail, Integrated Marketing, Retirement Planning, Management, Strategy, Series 6, Series 63, Fixed Annuities, Mutual Funds, Editing, Sales, FINRA, Retirement, Direct Marketing, Relationship Management
Education
Central Connecticut State University
BA, Communications
John Hancock Retirement Plan Services April 2015 - Present
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company July 2011 - July 2012
Prudential Financial March 2008 - July 2011
The Phoenix Companies January 2007 - March 2008
Self Employed 2002 - 2008
Hartford Life May 2006 - December 2006
Prudential Financial February 2003 - May 2006
Insure.com 2000 - 2002
Ace Audiovisual 1999 - 2000
Skills
Positioning, Insurance, Marketing Communications, Asset Allocation, Financial Services, Workshop Facilitation, Internal Communications, Corporate Communications, Metrics, Product Development, 401k, Marketing Strategy, Strategic Communications, Marketing, Newsletters, Email Marketing, Social Media Marketing, Strategic Planning, Direct Mail, Integrated Marketing, Retirement Planning, Management, Strategy, Series 6, Series 63, Fixed Annuities, Mutual Funds, Editing, Sales, FINRA, Retirement, Direct Marketing, Relationship Management
Education
Central Connecticut State University
BA, Communications
Dan Fruin's The Phoenix Companies Experience December 1989 - September 1998
Job Owner / Business Consultant at FruinMacCall LLC
Industry Real Estate
Experience
SOMA TECHNOLOGY INC July 2011 - Present
Fruin MacCall LLC March 2005 - Present
H&R Block 2009 - 2012
Bankers Life 2010 - 2011
iStar Financial 1998 - 2005
The Phoenix Companies December 1989 - September 1998
Travelers 1988 - 1989
Skills
Financial Analysis, Strategic Planning, Access, Budgets, Customer Service, Asset Managment, Business Analysis, Microsoft Excel, Real Estate, Sales, Business Planning, Asset Management, Management, Time Management, Business Development, Team Building, Leadership, Negotiation, Microsoft Office, Project Management, Finance, Contract Negotiation
Education
Central Connecticut State University 1983 — 1988
BS
Wilby High School 1979 — 1983
SOMA TECHNOLOGY INC July 2011 - Present
Fruin MacCall LLC March 2005 - Present
H&R Block 2009 - 2012
Bankers Life 2010 - 2011
iStar Financial 1998 - 2005
The Phoenix Companies December 1989 - September 1998
Travelers 1988 - 1989
Skills
Financial Analysis, Strategic Planning, Access, Budgets, Customer Service, Asset Managment, Business Analysis, Microsoft Excel, Real Estate, Sales, Business Planning, Asset Management, Management, Time Management, Business Development, Team Building, Leadership, Negotiation, Microsoft Office, Project Management, Finance, Contract Negotiation
Education
Central Connecticut State University 1983 — 1988
BS
Wilby High School 1979 — 1983
Lori Mahoney's The Phoenix Companies Experience 2005 - 2007
Job Marketing Manager at CIGNA Healthcare
Industry Insurance
Experience
CIGNA April 2007 - Present
Phoenix Life Insurance Company 2006 - 2007
The Phoenix Companies 2005 - 2007
MassMutual Trust Company April 2003 - October 2005
CIGNA Retirement & Investment Services 1994 - 2000
Skills
401k, Account Management, Advertising, B2B, Copywriting, Corporate Communications, Cross-functional Team..., Disability Insurance, Email Marketing, Employee Benefits, Event Management, Event Planning, Financial Services, Fixed Annuities, Health Insurance, Healthcare, Insurance, Integrated Marketing, Internal Communications, Leadership, Life Insurance, Long-term Care, Managed Care, Management, Marketing, Marketing Communications, Marketing Strategy, Medicare, Mutual Funds, New Business Development, Process Improvement, Product Marketing, Project Management, Project Planning, Public Relations, Retirement, Sales, Salesforce.com, Segmentation, Series 6, Series 63, Social Media Marketing, Strategic Communications, Strategic Planning, Strategy, Team Building, Vendor Management
Education
Fitchburg State University 1981 — 1985
BS, Communications
CIGNA April 2007 - Present
Phoenix Life Insurance Company 2006 - 2007
The Phoenix Companies 2005 - 2007
MassMutual Trust Company April 2003 - October 2005
CIGNA Retirement & Investment Services 1994 - 2000
Skills
401k, Account Management, Advertising, B2B, Copywriting, Corporate Communications, Cross-functional Team..., Disability Insurance, Email Marketing, Employee Benefits, Event Management, Event Planning, Financial Services, Fixed Annuities, Health Insurance, Healthcare, Insurance, Integrated Marketing, Internal Communications, Leadership, Life Insurance, Long-term Care, Managed Care, Management, Marketing, Marketing Communications, Marketing Strategy, Medicare, Mutual Funds, New Business Development, Process Improvement, Product Marketing, Project Management, Project Planning, Public Relations, Retirement, Sales, Salesforce.com, Segmentation, Series 6, Series 63, Social Media Marketing, Strategic Communications, Strategic Planning, Strategy, Team Building, Vendor Management
Education
Fitchburg State University 1981 — 1985
BS, Communications
Bhupendra Amin's The Phoenix Companies Experience 2008 - 2012
Job Senior Director, Business Process Improvement Services at New York University
Industry Higher Education
Experience
New York University 2013 - Present
The Phoenix Companies 2008 - 2012
CIGNA Healthcare 2008 - 2008
Emdeon Business Services 2004 - 2008
UnitedHealth Group 2002 - 2004
Citigroup 1981 - 2002
Fairchild Republic Co 1977 - 1981
Skills
Business Transformation, Project Management, Change Management, Technology Solutions, Business Intelligence, Balanced Scorecard, Customer Satisfaction, Business Planning and..., Business Integration, Business Process..., Lean Six Sigma, Performance & Financial..., Six Sigma, Management, Business Strategy, Leadership, Vendor Management, Strategic Planning, Business Analysis, Cross-functional Team..., Operational Excellence, Business Planning, Management Consulting, Program Management, Banking, Analysis, Team Building, Risk Management, Operations Management, Strategy
Education
Columbia University in the City of New York
Master of Science (MS)
Sardar Patel University
B.S.
New York University 2013 - Present
The Phoenix Companies 2008 - 2012
CIGNA Healthcare 2008 - 2008
Emdeon Business Services 2004 - 2008
UnitedHealth Group 2002 - 2004
Citigroup 1981 - 2002
Fairchild Republic Co 1977 - 1981
Skills
Business Transformation, Project Management, Change Management, Technology Solutions, Business Intelligence, Balanced Scorecard, Customer Satisfaction, Business Planning and..., Business Integration, Business Process..., Lean Six Sigma, Performance & Financial..., Six Sigma, Management, Business Strategy, Leadership, Vendor Management, Strategic Planning, Business Analysis, Cross-functional Team..., Operational Excellence, Business Planning, Management Consulting, Program Management, Banking, Analysis, Team Building, Risk Management, Operations Management, Strategy
Education
Columbia University in the City of New York
Master of Science (MS)
Sardar Patel University
B.S.
Janel Simpson's The Phoenix Companies Experience April 2007 - August 2012
Job Deputy Commissioner Connecticut Department of Social Services
Industry Government Administration
Experience
Connecticut Department of Social Services January 2015 - Present
Connecticut Department of Social Services July 2013 - January 2015
The Phoenix Companies April 2007 - August 2012
Hartford Life July 2001 - May 2005
HSB July 1996 - June 2001
Skills
Insurance, Investments, Risk Management, Financial Modeling, Portfolio Management, Financial Services, Financial Analysis, Process Improvement, Vendor Management, Underwriting, Financial Risk, Strategic Planning, Management, Leadership, Strategy, Business Process..., Program Management, Project Management, Cross-functional Team..., Change Management
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Clark University 1986 — 1990
BA, Math
Connecticut Department of Social Services January 2015 - Present
Connecticut Department of Social Services July 2013 - January 2015
The Phoenix Companies April 2007 - August 2012
Hartford Life July 2001 - May 2005
HSB July 1996 - June 2001
Skills
Insurance, Investments, Risk Management, Financial Modeling, Portfolio Management, Financial Services, Financial Analysis, Process Improvement, Vendor Management, Underwriting, Financial Risk, Strategic Planning, Management, Leadership, Strategy, Business Process..., Program Management, Project Management, Cross-functional Team..., Change Management
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Clark University 1986 — 1990
BA, Math
Margaret Conniff's The Phoenix Companies Experience 1994 - 1995
Job Director, Automation Solutions at UnitedHealth Group
Industry Insurance
Experience
UnitedHealthcare March 2013 - Present
UnitedHealthcare August 2011 - March 2013
UnitedHealthcare April 2006 - December 2009
UnitedHealthcare October 2004 - February 2006
AT&T 1997 - 2004
UnitedHealthcare 1995 - 1997
The Phoenix Companies 1994 - 1995
Travelers Insurance 1987 - 1994
Skills
Process Improvement, Vendor Management
Education
DePaul University 1982 — 1986
MBA, Management Information Systems
University of Illinois at Urbana-Champaign 1977 — 1982
BA, Finance
UnitedHealthcare March 2013 - Present
UnitedHealthcare August 2011 - March 2013
UnitedHealthcare April 2006 - December 2009
UnitedHealthcare October 2004 - February 2006
AT&T 1997 - 2004
UnitedHealthcare 1995 - 1997
The Phoenix Companies 1994 - 1995
Travelers Insurance 1987 - 1994
Skills
Process Improvement, Vendor Management
Education
DePaul University 1982 — 1986
MBA, Management Information Systems
University of Illinois at Urbana-Champaign 1977 — 1982
BA, Finance
Tracy Krynick's The Phoenix Companies Experience 2007 - 2009
Job Experienced Reporting Analyst
Industry Insurance
Experience
Saybrus Partners 2010 - Present
The Phoenix Companies 2007 - 2009
Phoenix Life Insurance Company 2006 - 2007
Phoenix Life Insurance Company 2005 - 2006
Phoenix Life Insurance Company 2002 - 2005
Skills
Salesforce.com..., Microsoft Office, Insurance, New Business Development, Product Development, Marketing, Executive Reporting, Ad Hoc Reporting, Project Management, Senior Management...
Education
Central Connecticut State University
B.S., Athletic Training
Saybrus Partners 2010 - Present
The Phoenix Companies 2007 - 2009
Phoenix Life Insurance Company 2006 - 2007
Phoenix Life Insurance Company 2005 - 2006
Phoenix Life Insurance Company 2002 - 2005
Skills
Salesforce.com..., Microsoft Office, Insurance, New Business Development, Product Development, Marketing, Executive Reporting, Ad Hoc Reporting, Project Management, Senior Management...
Education
Central Connecticut State University
B.S., Athletic Training
Beverly Zeroogian's The Phoenix Companies Experience 1988 - 1993
Job Occupational Therapy
Industry Hospital & Health Care
Experience
Greenfield Consulting Group September 2008 - February 2009
IBM Global Services 2000 - 2002
Memorial Sloan-Kettering 1995 - 1998
New York Life 1994 - 1996
The Phoenix Companies 1988 - 1993
Education
Housatonic Community College
OTA
University of Massachusetts, Amherst
B.A.; M.Ed.
Greenfield Consulting Group September 2008 - February 2009
IBM Global Services 2000 - 2002
Memorial Sloan-Kettering 1995 - 1998
New York Life 1994 - 1996
The Phoenix Companies 1988 - 1993
Education
Housatonic Community College
OTA
University of Massachusetts, Amherst
B.A.; M.Ed.
Thomas Miele's The Phoenix Companies Experience 1983 - 2003
Job Assistant Vice President at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial 2007 - Present
Lincoln Financial Group 2004 - 2006
The Phoenix Companies 1983 - 2003
Education
Eastern Connecticut State University
B.S., Business Administration
Sun Life Financial 2007 - Present
Lincoln Financial Group 2004 - 2006
The Phoenix Companies 1983 - 2003
Education
Eastern Connecticut State University
B.S., Business Administration
Anthony Lisowicz's The Phoenix Companies Experience June 2006 - October 2008
Job Sr. Billing Analyst at Open Solutions
Industry Financial Services
Experience
Fiserv November 2011 - Present
Open Solutions September 2010 - December 2011
Open Solutions November 2008 - February 2009
The Phoenix Companies June 2006 - October 2008
Mortgage Lenders Network October 2004 - June 2006
UnitedHealth Group March 2001 - October 2004
UnitedHealth Group 1995 - 2001
Travelers 1990 - 1994
Travelers 1987 - 1990
PERKIN-ELMER, INC. 1985 - 1987
Skills
Auditing, Accounting, Financial Analysis, Internal Audit, Financial Reporting, Internal Controls, PeopleSoft, Microsoft Excel, Sarbanes-Oxley Act, Management, Process Improvement, Billing Process, Revenue Recognition, Revenue Analysis
Education
Bryant University 1979 — 1981
BS, Accounting
Post College 1977 — 1979
Fiserv November 2011 - Present
Open Solutions September 2010 - December 2011
Open Solutions November 2008 - February 2009
The Phoenix Companies June 2006 - October 2008
Mortgage Lenders Network October 2004 - June 2006
UnitedHealth Group March 2001 - October 2004
UnitedHealth Group 1995 - 2001
Travelers 1990 - 1994
Travelers 1987 - 1990
PERKIN-ELMER, INC. 1985 - 1987
Skills
Auditing, Accounting, Financial Analysis, Internal Audit, Financial Reporting, Internal Controls, PeopleSoft, Microsoft Excel, Sarbanes-Oxley Act, Management, Process Improvement, Billing Process, Revenue Recognition, Revenue Analysis
Education
Bryant University 1979 — 1981
BS, Accounting
Post College 1977 — 1979
Roland Fawthrop's The Phoenix Companies Experience December 1988 - July 1999
Job 2nd VP and Life Product Field Actuary at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group October 2009 - Present
MassMutual Financial Group September 2004 - March 2010
MassMutual Financial Group September 2003 - September 2004
MassMutual Financial Group July 1999 - September 2003
The Phoenix Companies December 1988 - July 1999
Skills
Insurance, Life Insurance, Disability Insurance, Actuarial Science, Reinsurance, Long-term Care, Investments, Term Life Insurance, Strategic Financial..., Underwriting, Asset Allocation, Estate Planning
Education
University of Virginia Darden School of Business 2003 — 2003
Executive Education Program - Excellence in Leadership
Boston University 1984 — 1988
BA, Pure and Applied Mathematics
MassMutual Financial Group October 2009 - Present
MassMutual Financial Group September 2004 - March 2010
MassMutual Financial Group September 2003 - September 2004
MassMutual Financial Group July 1999 - September 2003
The Phoenix Companies December 1988 - July 1999
Skills
Insurance, Life Insurance, Disability Insurance, Actuarial Science, Reinsurance, Long-term Care, Investments, Term Life Insurance, Strategic Financial..., Underwriting, Asset Allocation, Estate Planning
Education
University of Virginia Darden School of Business 2003 — 2003
Executive Education Program - Excellence in Leadership
Boston University 1984 — 1988
BA, Pure and Applied Mathematics
Chris Friedli's The Phoenix Companies Experience 1974 - October 2014
Job Director at Phoenix Life Insurance Company
Industry Financial Services
Experience
Phoenix Life Insurance Company DirectorPhoenix Life1974 - October 2014
Phoenix 1974 - October 2014
The Phoenix Companies 1974 - October 2014
Skills
Life Insurance, Insurance, Fixed Annuities, Retirement, Mutual Funds, Reinsurance, Retirement Planning
Education
Central Connecticut State University
Accounting
Phoenix Life Insurance Company DirectorPhoenix Life1974 - October 2014
Phoenix 1974 - October 2014
The Phoenix Companies 1974 - October 2014
Skills
Life Insurance, Insurance, Fixed Annuities, Retirement, Mutual Funds, Reinsurance, Retirement Planning
Education
Central Connecticut State University
Accounting
Bradley Gould's The Phoenix Companies Experience 1995 - 1999
Job Operations Manager providing direction, expert advice, maximizing efficiency, & empowering others to succeed
Industry Financial Services
Experience
Kroger June 2012 - Present
Prudential Financial October 2009 - December 2010
McCamish Systems 2008 - 2009
SunTrust Bank 2007 - 2008
The Maids of Atlanta 2005 - 2007
Wachovia Bank, N.A. 2004 - 2005
Computer Sciences Corporation 2000 - 2004
Prudential Life Insurance Company of America 1999 - 2000
Air National Guard 1980 - 2000
The Phoenix Companies 1995 - 1999
Skills
Insurance, Operations Management, Business Analysis, Customer Service, Microsoft Office, Banking, Leadership Development, Public Speaking, Budgeting, Customer Relations, Real Estate, Hiring, Product Knowledge, Planning, Security, Team Management, Visio, Commission Processing, New Business Processing, Compliance, Property & Casualty..., Elixir, Administrative Man, Human Resources, Food Safety, Workplace Safety, Profit & Loss Management, Management, Project Planning, Team Building, Budgets, Training, Process Improvement
Education
Eastern Connecticut State University 1984 — 1987
BS, Business Administration
Community College of the Air Force
A.S., Intelligence and Imagery Analysis
Life Office Managment Association
Quality & Productivity Soulutions
Project Management Professional (PMP) Certificate
Kroger June 2012 - Present
Prudential Financial October 2009 - December 2010
McCamish Systems 2008 - 2009
SunTrust Bank 2007 - 2008
The Maids of Atlanta 2005 - 2007
Wachovia Bank, N.A. 2004 - 2005
Computer Sciences Corporation 2000 - 2004
Prudential Life Insurance Company of America 1999 - 2000
Air National Guard 1980 - 2000
The Phoenix Companies 1995 - 1999
Skills
Insurance, Operations Management, Business Analysis, Customer Service, Microsoft Office, Banking, Leadership Development, Public Speaking, Budgeting, Customer Relations, Real Estate, Hiring, Product Knowledge, Planning, Security, Team Management, Visio, Commission Processing, New Business Processing, Compliance, Property & Casualty..., Elixir, Administrative Man, Human Resources, Food Safety, Workplace Safety, Profit & Loss Management, Management, Project Planning, Team Building, Budgets, Training, Process Improvement
Education
Eastern Connecticut State University 1984 — 1987
BS, Business Administration
Community College of the Air Force
A.S., Intelligence and Imagery Analysis
Life Office Managment Association
Quality & Productivity Soulutions
Project Management Professional (PMP) Certificate
John Tibbals's The Phoenix Companies Experience January 2010 - September 2013
Job AVP, Executive Compensation at The Hartford
Industry Financial Services
Experience
The Hartford September 2013 - Present
The Phoenix Companies January 2010 - September 2013
The Phoenix Companies April 2007 - January 2010
Pfizer 2001 - 2007
Procter & Gamble 1995 - 2001
US Army 1990 - 1995
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2005 — 2008
MS, Management
Cameron University 1993 — 1995
MBA
United States Military Academy at West Point 1986 — 1990
BS
The Hartford September 2013 - Present
The Phoenix Companies January 2010 - September 2013
The Phoenix Companies April 2007 - January 2010
Pfizer 2001 - 2007
Procter & Gamble 1995 - 2001
US Army 1990 - 1995
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2005 — 2008
MS, Management
Cameron University 1993 — 1995
MBA
United States Military Academy at West Point 1986 — 1990
BS
Jo-Anne Leventhal's The Phoenix Companies Experience 1971 - 2000
Job Director of Communications & Development at Our Piece of the Pie
Industry Nonprofit Organization Management
Experience
Our Piece of the Pie May 2007 - Present
Our Piece of the Pie (OPP) 2007 - Present
The Phoenix Companies 1971 - 2000
Education
Lesley University
BS, Management
Our Piece of the Pie May 2007 - Present
Our Piece of the Pie (OPP) 2007 - Present
The Phoenix Companies 1971 - 2000
Education
Lesley University
BS, Management
Sherry Manetta's The Phoenix Companies Experience 2000 - 2004
Job Managing Director at Conning & Co
Industry Insurance
Experience
Conning & Co September 2007 - Present
Glenwood Strategies LLC 2004 - 2007
The Phoenix Companies 2000 - 2004
HealthRight, Inc. 1996 - 1999
Aetna Inc. 1992 - 1996
Aetna 1990 - 1992
Ernst & Young 1975 - 1990
VISTA 1972 - 1973
Skills
Strategy, Start-ups, Management Consulting, Management, Business Development, Insurance, Strategic Planning, Financial Analysis, Operations Management, Enterprise Software, Financial Risk, Asset Management, Enterprise Risk..., ALM, Venture Capital, Business Transformation, Life Insurance, Asset Allocation, Fixed Annuities, Mutual Funds
Education
Indiana University Bloomington 1973 — 1975
MBA, Accounting and Finance
Misericordia University 1968 — 1972
BS, Math
Conning & Co September 2007 - Present
Glenwood Strategies LLC 2004 - 2007
The Phoenix Companies 2000 - 2004
HealthRight, Inc. 1996 - 1999
Aetna Inc. 1992 - 1996
Aetna 1990 - 1992
Ernst & Young 1975 - 1990
VISTA 1972 - 1973
Skills
Strategy, Start-ups, Management Consulting, Management, Business Development, Insurance, Strategic Planning, Financial Analysis, Operations Management, Enterprise Software, Financial Risk, Asset Management, Enterprise Risk..., ALM, Venture Capital, Business Transformation, Life Insurance, Asset Allocation, Fixed Annuities, Mutual Funds
Education
Indiana University Bloomington 1973 — 1975
MBA, Accounting and Finance
Misericordia University 1968 — 1972
BS, Math
Kris Meinert's The Phoenix Companies Experience January 2011 - Present
Job Administrative Manager at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies January 2011 - Present
Phoenix 1988 - Present
The Phoenix Companies, Inc. May 2009 - January 2011
The Phoenix Companies November 2007 - May 2009
The Phoenix Companies January 2004 - November 2007
The Phoenix Companies January 2002 - January 2004
Phoenix Investment Partners September 1994 - October 2002
Education
Central Connecticut State University 1983 — 1990
MS, Business Education
Manchester Community College 1981 — 1983
AS, Executive Secretarial
The Phoenix Companies January 2011 - Present
Phoenix 1988 - Present
The Phoenix Companies, Inc. May 2009 - January 2011
The Phoenix Companies November 2007 - May 2009
The Phoenix Companies January 2004 - November 2007
The Phoenix Companies January 2002 - January 2004
Phoenix Investment Partners September 1994 - October 2002
Education
Central Connecticut State University 1983 — 1990
MS, Business Education
Manchester Community College 1981 — 1983
AS, Executive Secretarial
Dreama Gasaway's The Phoenix Companies Experience 1980 - 1990
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2013 - Present
Texas Capital Bank January 2010 - September 2013
Executives In Action June 2009 - November 2009
JPMorgan January 2000 - April 2009
Bank of America March 1993 - January 1998
Dreama H. Gasaway ChFC 1991 - 1993
PricewaterhouseCoopers January 1990 - January 1991
The Phoenix Companies 1980 - 1990
Skills
Non-profits, Strategic Financial..., Wealth Management, Nonprofits, Financial Services, Mutual Funds, Finance, Philanthropy, Strategic Planning, Business Development, Management Consulting, Relationship Management, Business Analysis, Management, Insurance, Planned Giving, Fiduciary Services and..., Asset Management, Leadership, Securities, Financial Planning, Banking
Education
Excelsior College
Bachelor of Science, Business
Wells Fargo September 2013 - Present
Texas Capital Bank January 2010 - September 2013
Executives In Action June 2009 - November 2009
JPMorgan January 2000 - April 2009
Bank of America March 1993 - January 1998
Dreama H. Gasaway ChFC 1991 - 1993
PricewaterhouseCoopers January 1990 - January 1991
The Phoenix Companies 1980 - 1990
Skills
Non-profits, Strategic Financial..., Wealth Management, Nonprofits, Financial Services, Mutual Funds, Finance, Philanthropy, Strategic Planning, Business Development, Management Consulting, Relationship Management, Business Analysis, Management, Insurance, Planned Giving, Fiduciary Services and..., Asset Management, Leadership, Securities, Financial Planning, Banking
Education
Excelsior College
Bachelor of Science, Business
Glenn McGeoch's The Phoenix Companies Experience May 1981 - April 1985
Job DB2 for z/OS Consultant at IBM
Industry Information Technology and Services
Experience
IBM September 1996 - Present
AEGON April 1985 - September 1996
The Phoenix Companies May 1981 - April 1985
Pratt & Whitney December 1977 - May 1981
Skills
CICS, DB2, COBOL, Performance Tuning, Software Development, Database Administration, z/OS, IBM Mainframe, Mainframe, JCL, MVS, Data Warehousing, TSO, ISPF, RACF, Databases, Data Migration, SQL Tuning
Education
Rensselaer Polytechnic Institute at Hartford 1979 — 1982
MBA, Management
Isenberg School of Management, UMass Amherst 1974 — 1978
BBA, MIS Accounting
IBM September 1996 - Present
AEGON April 1985 - September 1996
The Phoenix Companies May 1981 - April 1985
Pratt & Whitney December 1977 - May 1981
Skills
CICS, DB2, COBOL, Performance Tuning, Software Development, Database Administration, z/OS, IBM Mainframe, Mainframe, JCL, MVS, Data Warehousing, TSO, ISPF, RACF, Databases, Data Migration, SQL Tuning
Education
Rensselaer Polytechnic Institute at Hartford 1979 — 1982
MBA, Management
Isenberg School of Management, UMass Amherst 1974 — 1978
BBA, MIS Accounting
Sean Lajeunesse's The Phoenix Companies Experience May 2006 - November 2008
Job Data Requirements Analyst at CDPHP
Industry Information Technology and Services
Experience
CDPHP December 2013 - Present
CDPHP September 2010 - December 2013
Statewide Financial System August 2009 - September 2010
Farm Family Insurance July 2009 - August 2009
The Phoenix Companies May 2006 - November 2008
The Phoenix Companies October 2001 - May 2006
Flow Management Technologies December 2000 - September 2001
The Phoenix Companies November 1992 - December 2000
Skills
SDLC, Testing, Business Requirements, Integration, Quality Assurance, Requirements Analysis, Software Documentation, Databases, Software Development, Analysis, Project Management, Test Planning, Defect Tracking, Requirements Gathering, Process Improvement, Regression Testing, Project Planning, Business Analysis, SQL, PMP, Software Project..., Visio, Agile Methodologies, Test Strategy, User Acceptance Testing
Education
State University of New York College at Plattsburgh 1989 — 1990
BA, Criminal Justice
Hudson Valley Community College 1987 — 1989
AAS, Criminal Justice
CDPHP December 2013 - Present
CDPHP September 2010 - December 2013
Statewide Financial System August 2009 - September 2010
Farm Family Insurance July 2009 - August 2009
The Phoenix Companies May 2006 - November 2008
The Phoenix Companies October 2001 - May 2006
Flow Management Technologies December 2000 - September 2001
The Phoenix Companies November 1992 - December 2000
Skills
SDLC, Testing, Business Requirements, Integration, Quality Assurance, Requirements Analysis, Software Documentation, Databases, Software Development, Analysis, Project Management, Test Planning, Defect Tracking, Requirements Gathering, Process Improvement, Regression Testing, Project Planning, Business Analysis, SQL, PMP, Software Project..., Visio, Agile Methodologies, Test Strategy, User Acceptance Testing
Education
State University of New York College at Plattsburgh 1989 — 1990
BA, Criminal Justice
Hudson Valley Community College 1987 — 1989
AAS, Criminal Justice
Chris E. Cannon, LUTCF's The Phoenix Companies Experience October 2006 - June 2009
Job Executive Benefits
Industry Financial Services
Experience
Nationwide February 2011 - Present
benefitRFP, Inc. June 2009 - February 2011
The Phoenix Companies October 2006 - June 2009
Principal Financial Group March 1999 - October 2006
Principal 2000 - 2006
Prudential Insurance March 1989 - March 2000
Skills
Retirement, 401k, Retirement Planning, Fixed Annuities, Disability Insurance, Life Insurance, Insurance, Employee Benefits, Series 7, Long-term Care, Estate Planning, Mutual Funds, Term Life Insurance, Series 63, Pensions, Series 6, Wealth Management, Strategic Financial..., Investments, Asset Allocation, Securities, Investment Advisory, IRAs, Executive Pay, Investment Strategies, Financial Advisory, Whole Life, Retirement Plan..., Variable Annuities, Universal Life, Qualified Retirement..., Financial Planners, Long Term Care Insurance, Health Insurance, Financial Services, 401k Rollovers, Wealth, Roth IRA, Wealth Accumulation, FINRA, Series 65, Defined Benefit, Uniform Combined State..., Brokers, Wealth Management..., Licensed Life & Health..., ERISA, Underwriting, Health Savings Accounts, Financial Planning
Education
Kansas State University 1971 — 1976
Bachelor, Secondary Education
Kansas State University 1971 — 1976
Bachelor, Secondary Education
Nationwide February 2011 - Present
benefitRFP, Inc. June 2009 - February 2011
The Phoenix Companies October 2006 - June 2009
Principal Financial Group March 1999 - October 2006
Principal 2000 - 2006
Prudential Insurance March 1989 - March 2000
Skills
Retirement, 401k, Retirement Planning, Fixed Annuities, Disability Insurance, Life Insurance, Insurance, Employee Benefits, Series 7, Long-term Care, Estate Planning, Mutual Funds, Term Life Insurance, Series 63, Pensions, Series 6, Wealth Management, Strategic Financial..., Investments, Asset Allocation, Securities, Investment Advisory, IRAs, Executive Pay, Investment Strategies, Financial Advisory, Whole Life, Retirement Plan..., Variable Annuities, Universal Life, Qualified Retirement..., Financial Planners, Long Term Care Insurance, Health Insurance, Financial Services, 401k Rollovers, Wealth, Roth IRA, Wealth Accumulation, FINRA, Series 65, Defined Benefit, Uniform Combined State..., Brokers, Wealth Management..., Licensed Life & Health..., ERISA, Underwriting, Health Savings Accounts, Financial Planning
Education
Kansas State University 1971 — 1976
Bachelor, Secondary Education
Kansas State University 1971 — 1976
Bachelor, Secondary Education
Tim Trockenbrot III's The Phoenix Companies Experience April 2002 - October 2011
Job Regional Specialist at TIME Financial
Industry Insurance
Experience
TIME Financial October 2011 - Present
Saybrus Partners 2009 - October 2011
The Phoenix Companies April 2002 - October 2011
The Phoenix Companies January 2006 - December 2008
The Phoenix Companies January 2005 - January 2006
The Phoenix Companies April 2002 - January 2005
Prudential Securities August 2000 - February 2002
Skills
Sales, Business Development, Business Planning, Financial Advisory, Fixed Annuities, Life Insurance, Long-term Care, Series 7, Retirement Planning, Estate Planning, Wealth Management, Insurance, Series 6, Mutual Funds, Strategic Financial..., Series 63, Retirement, Investments, Securities, Pensions, 401k, Executive Pay, Financial Planning
Education
Auburn University 1978 — 1982
BA, Journalism, English Literature
TIME Financial October 2011 - Present
Saybrus Partners 2009 - October 2011
The Phoenix Companies April 2002 - October 2011
The Phoenix Companies January 2006 - December 2008
The Phoenix Companies January 2005 - January 2006
The Phoenix Companies April 2002 - January 2005
Prudential Securities August 2000 - February 2002
Skills
Sales, Business Development, Business Planning, Financial Advisory, Fixed Annuities, Life Insurance, Long-term Care, Series 7, Retirement Planning, Estate Planning, Wealth Management, Insurance, Series 6, Mutual Funds, Strategic Financial..., Series 63, Retirement, Investments, Securities, Pensions, 401k, Executive Pay, Financial Planning
Education
Auburn University 1978 — 1982
BA, Journalism, English Literature
Joseph Fortunato's The Phoenix Companies Experience March 2007 - December 2008
Job Financial Specialist / Agency Supervisor
Industry Financial Services
Experience
The Guardian Life Insurance Company of America June 2011 - Present
The Phoenix Companies March 2007 - December 2008
Northwestern Mutual January 2000 - April 2005
Education
Northern Illinois University 1996 — 2000
BA, Corporate Communications
Loyola Academy
The Guardian Life Insurance Company of America June 2011 - Present
The Phoenix Companies March 2007 - December 2008
Northwestern Mutual January 2000 - April 2005
Education
Northern Illinois University 1996 — 2000
BA, Corporate Communications
Loyola Academy
Jody Beresin's The Phoenix Companies Experience November 2012 - July 2014
Job Executive Vice President and Chief Administrative Officer at The Phoenix Companies, Inc.
Industry Insurance
Experience
The Phoenix Companies, Inc. July 2014 - Present
The Phoenix Companies November 2012 - July 2014
The Phoenix Companies January 2004 - November 2012
Education
Boston University
Bachelor of Arts (B.A.), Communications
The Phoenix Companies, Inc. July 2014 - Present
The Phoenix Companies November 2012 - July 2014
The Phoenix Companies January 2004 - November 2012
Education
Boston University
Bachelor of Arts (B.A.), Communications
Sherri Hicks's The Phoenix Companies Experience July 2007 - September 2009
Job EPMO Project Manager at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group August 2014 - Present
UnitedHealth Group June 2014 - July 2014
UnitedHealth Group February 2014 - May 2014
UnitedHealth Group March 2011 - July 2013
3M November 2010 - March 2011
Qualidigm/OfficeTeam May 2010 - October 2010
The Phoenix Companies July 2007 - September 2009
The Phoenix Companies January 2005 - June 2007
Travelers January 2004 - December 2004
People's Bank January 2000 - January 2004
Skills
Visio, Outlook, Process Improvement, Access, Analysis
Education
Central Connecticut State University 1990 — 1992
Business Administration
BHS
Capital Community College
UnitedHealth Group August 2014 - Present
UnitedHealth Group June 2014 - July 2014
UnitedHealth Group February 2014 - May 2014
UnitedHealth Group March 2011 - July 2013
3M November 2010 - March 2011
Qualidigm/OfficeTeam May 2010 - October 2010
The Phoenix Companies July 2007 - September 2009
The Phoenix Companies January 2005 - June 2007
Travelers January 2004 - December 2004
People's Bank January 2000 - January 2004
Skills
Visio, Outlook, Process Improvement, Access, Analysis
Education
Central Connecticut State University 1990 — 1992
Business Administration
BHS
Capital Community College
VIKRAM ROUTHU's The Phoenix Companies Experience 2003 - Present
Job IT Consultant at DTE Energy
Industry Insurance
Experience
Phoenix Life Insurance Company January 2004 - Present
The Phoenix Companies 2003 - Present
Liberty Mutual Insurance September 2003 - January 2004
DTE Energy February 2001 - August 2003
Education
Bangalore University 1994 — 1998
BE, Computer Science
Visvesvaraya Technological University 1994 — 1998
Bachelor of Engineering, Computer Science
Phoenix Life Insurance Company January 2004 - Present
The Phoenix Companies 2003 - Present
Liberty Mutual Insurance September 2003 - January 2004
DTE Energy February 2001 - August 2003
Education
Bangalore University 1994 — 1998
BE, Computer Science
Visvesvaraya Technological University 1994 — 1998
Bachelor of Engineering, Computer Science
Brent Neville's The Phoenix Companies Experience 2007 - June 2009
Job Assistant Actuary, US Variable Annuity Modeling
Industry Insurance
Experience
John Hancock Life Insurance Company (U.S.A.) July 2009 - Present
The Phoenix Companies 2007 - June 2009
Education
Concordia University 1993 — 1996
BSc, Actuarial Mathematics
John Hancock Life Insurance Company (U.S.A.) July 2009 - Present
The Phoenix Companies 2007 - June 2009
Education
Concordia University 1993 — 1996
BSc, Actuarial Mathematics
Robert Shemo's The Phoenix Companies Experience 2001 - 2005
Job Director of Security Services and Technology
Industry Computer & Network Security
Experience
People's United Bank January 2011 - Present
COMSYS January 2010 - December 2010
Corporate Systems Associates June 2008 - December 2009
Hartford Life 2007 - 2008
United Rentals 2005 - 2007
The Phoenix Companies 2001 - 2005
Thomson Financial 1997 - 2001
TASC 1994 - 1997
Skills
Security, Risk Assessment, Risk Management, Disaster Recovery, Information Security, Network Security, Enterprise Architecture, Information Security..., System Administration, ITIL, Identity Management, Financial Risk, Unix, CISSP, IT Audit, Vendor Management, Data Security, Computer Security
Education
Boston University - School of Management 1999 — 2001
MBA, Business Administration and Management, General
Penn State University 1992 — 1994
MS, Atmospheric Sciences and Meteorology
Saint Louis University 1988 — 1992
BS, Atmospheric Sciences and Meteorology
People's United Bank January 2011 - Present
COMSYS January 2010 - December 2010
Corporate Systems Associates June 2008 - December 2009
Hartford Life 2007 - 2008
United Rentals 2005 - 2007
The Phoenix Companies 2001 - 2005
Thomson Financial 1997 - 2001
TASC 1994 - 1997
Skills
Security, Risk Assessment, Risk Management, Disaster Recovery, Information Security, Network Security, Enterprise Architecture, Information Security..., System Administration, ITIL, Identity Management, Financial Risk, Unix, CISSP, IT Audit, Vendor Management, Data Security, Computer Security
Education
Boston University - School of Management 1999 — 2001
MBA, Business Administration and Management, General
Penn State University 1992 — 1994
MS, Atmospheric Sciences and Meteorology
Saint Louis University 1988 — 1992
BS, Atmospheric Sciences and Meteorology
Shiela Companie's The Phoenix Companies Experience 2006 - 2010
Job Chief Life Actuary at Amica Life Insurance Company
Industry Insurance
Experience
Amica Life Insurance Company September 2014 - Present
Knights of Columbus September 2011 - September 2014
SCOR April 2010 - September 2011
The Phoenix Companies 2006 - 2010
Lincoln Financial Group 2003 - 2006
Skills
Insurance, Life Insurance, Fixed Annuities, Risk Management, Reinsurance, Health Insurance, Financial Analysis, Leadership, IRAs, Relationship Management, Commercial Insurance, Retirement, Asset Management, Securities, Property & Casualty..., Disability Insurance, Long Term Care Insurance, Marketing, Portfolio Management, Actuarial Science, Asset Allocation, Employee Benefits, Wealth Management, Long-term Care, Term Life Insurance, Underwriting, Investments, Financial Risk, Brokers, Mutual Funds, Retirement Planning, Claims Management, Claim, Estate Planning, Strategic Financial..., 401k, Series 63, Pensions, Financial Planners, General Insurance, Financial Services, Series 7, Enterprise Risk..., Financial Planning, Investment Strategies
Education
Hartwick College
Bachelor of Science (BS)
Amica Life Insurance Company September 2014 - Present
Knights of Columbus September 2011 - September 2014
SCOR April 2010 - September 2011
The Phoenix Companies 2006 - 2010
Lincoln Financial Group 2003 - 2006
Skills
Insurance, Life Insurance, Fixed Annuities, Risk Management, Reinsurance, Health Insurance, Financial Analysis, Leadership, IRAs, Relationship Management, Commercial Insurance, Retirement, Asset Management, Securities, Property & Casualty..., Disability Insurance, Long Term Care Insurance, Marketing, Portfolio Management, Actuarial Science, Asset Allocation, Employee Benefits, Wealth Management, Long-term Care, Term Life Insurance, Underwriting, Investments, Financial Risk, Brokers, Mutual Funds, Retirement Planning, Claims Management, Claim, Estate Planning, Strategic Financial..., 401k, Series 63, Pensions, Financial Planners, General Insurance, Financial Services, Series 7, Enterprise Risk..., Financial Planning, Investment Strategies
Education
Hartwick College
Bachelor of Science (BS)
Sue Tunila's The Phoenix Companies Experience 2005 - 2009
Job Product Design Specialist at Hartford Steam Boiler Inspection and Insurance Company
Industry Insurance
Experience
Hartford Steam Boiler July 2010 - Present
The Phoenix Companies 2005 - 2009
The Phoenix Companies August 2000 - May 2005
Phoenix Life Insurance Company 1984 - 2000
Skills
Insurance, Business Analysis, Actuarial Science, Fixed Annuities, Life Insurance, Process Improvement, Reinsurance, Risk Management
Education
Eastern Connecticut State University 1991 — 1992
BS, Business Administration
Greenfield Community College 1982 — 1984
Associates, Business Administration
Hartford Steam Boiler July 2010 - Present
The Phoenix Companies 2005 - 2009
The Phoenix Companies August 2000 - May 2005
Phoenix Life Insurance Company 1984 - 2000
Skills
Insurance, Business Analysis, Actuarial Science, Fixed Annuities, Life Insurance, Process Improvement, Reinsurance, Risk Management
Education
Eastern Connecticut State University 1991 — 1992
BS, Business Administration
Greenfield Community College 1982 — 1984
Associates, Business Administration
Katie Richter's The Phoenix Companies Experience February 2008 - October 2010
Job Administrator at Newfleet Asset Management
Industry Insurance
Experience
Newfleet Asset Management December 2012 - Present
MassMutual Financial Group October 2010 - December 2012
The Phoenix Companies February 2008 - October 2010
MassMutual Financial Group March 2004 - February 2008
MassMutual Financial Group October 2002 - March 2004
Skills
Training, Management, Leadership, Insurance, Strategy, Mutual Funds, Policy, Retirement, 401k, Investments, Time Management, Sales, Administration, Risk Management, New Business Development, Fixed Annuities
Education
Bay Path University 2003 — 2015
Bachelor’s Degree, Accounting
Newfleet Asset Management December 2012 - Present
MassMutual Financial Group October 2010 - December 2012
The Phoenix Companies February 2008 - October 2010
MassMutual Financial Group March 2004 - February 2008
MassMutual Financial Group October 2002 - March 2004
Skills
Training, Management, Leadership, Insurance, Strategy, Mutual Funds, Policy, Retirement, 401k, Investments, Time Management, Sales, Administration, Risk Management, New Business Development, Fixed Annuities
Education
Bay Path University 2003 — 2015
Bachelor’s Degree, Accounting
Preston Mercer, CFS®'s The Phoenix Companies Experience 2008 - 2009
Job Regional Sales Manager/External Wholesaler AZ, CA, CO, NV at Great American Insurance Group
Industry Financial Services
Experience
Great American Insurance February 2013 - Present
Jackson National Life Distributors, LLC July 2009 - February 2013
The Phoenix Companies 2008 - 2009
Mercer Financial Group, Inc. 2003 - 2008
Olympus Financial Network, Inc. 2002 - 2003
Prudential Commercial Real Estate 2001 - 2002
Skills
Variable Annuities, Variable Life, Indexed Annuities, Universal Life, Investments, Fixed Annuities, Life Insurance, Term Life Insurance, Mutual Funds, IRAs, Tax Deferred Exchanges, Alternative Investments, Asset Allocation, Insurance, Retirement Planning, Long Term Care Insurance, Series 63, Estate Planning, Financial Services, Financial Advisory, 401k, Series 6
Education
Colorado State University 1997 — 2001
Business Adminstration, Finance
University of Pittsburgh 1999 — 1999
Semester at Sea
Great American Insurance February 2013 - Present
Jackson National Life Distributors, LLC July 2009 - February 2013
The Phoenix Companies 2008 - 2009
Mercer Financial Group, Inc. 2003 - 2008
Olympus Financial Network, Inc. 2002 - 2003
Prudential Commercial Real Estate 2001 - 2002
Skills
Variable Annuities, Variable Life, Indexed Annuities, Universal Life, Investments, Fixed Annuities, Life Insurance, Term Life Insurance, Mutual Funds, IRAs, Tax Deferred Exchanges, Alternative Investments, Asset Allocation, Insurance, Retirement Planning, Long Term Care Insurance, Series 63, Estate Planning, Financial Services, Financial Advisory, 401k, Series 6
Education
Colorado State University 1997 — 2001
Business Adminstration, Finance
University of Pittsburgh 1999 — 1999
Semester at Sea
Marianne Misluk's The Phoenix Companies Experience 1999 - 2009
Job Insurance Professional
Industry Insurance
Experience
Phoenix 1999 - 2009
Phoenix Life Insurance 1999 - 2009
The Phoenix Companies 1999 - 2009
Education
Boston College 1992 — 1996
BA, Mathematics
Phoenix 1999 - 2009
Phoenix Life Insurance 1999 - 2009
The Phoenix Companies 1999 - 2009
Education
Boston College 1992 — 1996
BA, Mathematics
Sharon Bray Chaffee's The Phoenix Companies Experience January 2002 - June 2009
Job Senior Financial Writer at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners May 2011 - Present
Self-employed June 2009 - May 2011
The Phoenix Companies January 2002 - June 2009
Phoenix Investment Partners April 1996 - January 2002
Skills
Corporate Communications, Mutual Funds, Copywriting
Education
Mount Holyoke College 1989 — 1993
Bachelor of Arts, magna cum laude, American Studies
University of Connecticut 1988 — 1989
Virtus Investment Partners May 2011 - Present
Self-employed June 2009 - May 2011
The Phoenix Companies January 2002 - June 2009
Phoenix Investment Partners April 1996 - January 2002
Skills
Corporate Communications, Mutual Funds, Copywriting
Education
Mount Holyoke College 1989 — 1993
Bachelor of Arts, magna cum laude, American Studies
University of Connecticut 1988 — 1989
Kathleen (Kate) McGah's The Phoenix Companies Experience 2005 - Present
Job Vice President and Counsel at The Phoenix Companies
Industry Financial Services
Experience
The Phoenix Companies 2005 - Present
Travelers Life & Annuity 1995 - 2005
Skills
Securities Law,..., Distribution and vendor..., State Insurance Law
Education
Georgetown University Law Center 1980 — 1982
Master of Laws (LLM), Securities Law
Suffolk Law School 1972 — 1975
JD
Boston College 1968 — 1972
Bachelor of Arts (BA), Classics and Classical Languages, Literatures, and Linguistics
The Phoenix Companies 2005 - Present
Travelers Life & Annuity 1995 - 2005
Skills
Securities Law,..., Distribution and vendor..., State Insurance Law
Education
Georgetown University Law Center 1980 — 1982
Master of Laws (LLM), Securities Law
Suffolk Law School 1972 — 1975
JD
Boston College 1968 — 1972
Bachelor of Arts (BA), Classics and Classical Languages, Literatures, and Linguistics
Paula Kern's The Phoenix Companies Experience August 1998 - Present
Job Assistant Vice President at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies August 1998 - Present
Phoenix Life Insurance Company 1998 - Present
Confederation Life Insurance Company (US) 1984 - 1998
Confederation Life 1984 - 1998
Education
Gustavus Adolphus College 1977 — 1981
Bachelor of Arts (B.A.), Business/Commerce, General
The Phoenix Companies August 1998 - Present
Phoenix Life Insurance Company 1998 - Present
Confederation Life Insurance Company (US) 1984 - 1998
Confederation Life 1984 - 1998
Education
Gustavus Adolphus College 1977 — 1981
Bachelor of Arts (B.A.), Business/Commerce, General
Lisa Orifice's The Phoenix Companies Experience 1997 - 2009
Job Associate Information Engineer at Travelers
Industry Information Technology and Services
Experience
Travelers March 2011 - Present
The Phoenix Companies 1997 - 2009
Aetna Life & Casualty 1987 - 1997
Skills
Business Analysis, Business Requirements, COBOL, Requirements Analysis, SDLC, Vendor Management
Education
Central Connecticut State University
BS, MIS
Quinnipiac University
MIS
Travelers March 2011 - Present
The Phoenix Companies 1997 - 2009
Aetna Life & Casualty 1987 - 1997
Skills
Business Analysis, Business Requirements, COBOL, Requirements Analysis, SDLC, Vendor Management
Education
Central Connecticut State University
BS, MIS
Quinnipiac University
MIS
John Baillargeon's The Phoenix Companies Experience October 2007 - August 2009
Job Business Operations Executive at Insurity
Industry Insurance
Experience
Insurity March 2013 - Present
Insurity November 2009 - Present
The Phoenix Companies October 2007 - August 2009
Travelers January 2006 - October 2007
Travelers Insurance April 2004 - April 2007
Travelers April 2004 - January 2006
CIGNA Healthcare September 2000 - April 2004
United Health Care April 1997 - September 2000
MassMutual Financial Group September 1996 - April 1997
MEDITECH February 1996 - September 1996
Education
Bay Path University 2002 — 2003
Masters, Communication and Information Management
Military Academy 1994 — 1996
Military Commision, Military Science
Westfield State University 1992 — 1995
Bachelors of Science, Computer Science
Central
Insurity March 2013 - Present
Insurity November 2009 - Present
The Phoenix Companies October 2007 - August 2009
Travelers January 2006 - October 2007
Travelers Insurance April 2004 - April 2007
Travelers April 2004 - January 2006
CIGNA Healthcare September 2000 - April 2004
United Health Care April 1997 - September 2000
MassMutual Financial Group September 1996 - April 1997
MEDITECH February 1996 - September 1996
Education
Bay Path University 2002 — 2003
Masters, Communication and Information Management
Military Academy 1994 — 1996
Military Commision, Military Science
Westfield State University 1992 — 1995
Bachelors of Science, Computer Science
Central
Ron Menty's The Phoenix Companies Experience July 2005 - August 2009
Job Actively Seeking Employment
Industry Insurance
Experience
PricewaterhouseCoopers December 2014 - April 2015
Robert Half Management Resources (RHMR) September 2014 - December 2014
Baystate Health, Inc. February 2013 - February 2014
UnitedHealth Group November 2009 - November 2012
The Phoenix Companies July 2005 - August 2009
Skills
Insurance, Risk Management, Sarbanes-Oxley Act, Financial Analysis, Process Improvement, Enterprise Risk..., Strategic Financial..., Financial Risk, Business Analysis, Financial Reporting, Internal Controls, Business Process..., Finance, Internal Audit, Auditing, Access, Management, Accounting, Analysis, Financial Planning
Education
Isenberg School of Management, UMass Amherst 1977 — 1978
M.S.B.A., Business-Accounting concentration
North Adams State College 1975 — 1977
BS, Business/Accounting
PricewaterhouseCoopers December 2014 - April 2015
Robert Half Management Resources (RHMR) September 2014 - December 2014
Baystate Health, Inc. February 2013 - February 2014
UnitedHealth Group November 2009 - November 2012
The Phoenix Companies July 2005 - August 2009
Skills
Insurance, Risk Management, Sarbanes-Oxley Act, Financial Analysis, Process Improvement, Enterprise Risk..., Strategic Financial..., Financial Risk, Business Analysis, Financial Reporting, Internal Controls, Business Process..., Finance, Internal Audit, Auditing, Access, Management, Accounting, Analysis, Financial Planning
Education
Isenberg School of Management, UMass Amherst 1977 — 1978
M.S.B.A., Business-Accounting concentration
North Adams State College 1975 — 1977
BS, Business/Accounting
Clyde Talley's The Phoenix Companies Experience 2000 - 2004
Job Executive Committee Board of Directors/Quality Assurance Committee at Y.O.U. Inc.
Industry Civic & Social Organization
Experience
Earned Income Tax Credit Coalition (EITC) October 2010 - Present
Y.O.U. Inc. June 2010 - Present
Yes, We Care August 2009 - Present
FM Facility Maintenance July 2009 - January 2010
University of Connecticut October 2004 - July 2009
The Phoenix Companies 2000 - 2004
Toastmasters International District 53 2000 - 2001
Toastmasters 2000 - 2001
The Phoenix Companies August 1998 - March 2000
MassMutual Financial Group June 1997 - July 1998
Education
Cambridge College 1995 — 1998
Masters, Management
Earned Income Tax Credit Coalition (EITC) October 2010 - Present
Y.O.U. Inc. June 2010 - Present
Yes, We Care August 2009 - Present
FM Facility Maintenance July 2009 - January 2010
University of Connecticut October 2004 - July 2009
The Phoenix Companies 2000 - 2004
Toastmasters International District 53 2000 - 2001
Toastmasters 2000 - 2001
The Phoenix Companies August 1998 - March 2000
MassMutual Financial Group June 1997 - July 1998
Education
Cambridge College 1995 — 1998
Masters, Management
Cliff Cutting's The Phoenix Companies Experience February 1982 - August 2009
Job IT System Architect at Mass Mutual Insurance Company
Industry Information Technology and Services
Experience
Mass Mutual Insurance Company March 2010 - Present
The Phoenix Companies February 1982 - August 2009
Phoenix Life Insurance Company 1982 - 2009
Education
Central Connecticut State University 1973 — 1977
BA, Sociology
Mass Mutual Insurance Company March 2010 - Present
The Phoenix Companies February 1982 - August 2009
Phoenix Life Insurance Company 1982 - 2009
Education
Central Connecticut State University 1973 — 1977
BA, Sociology
Michele Grzejszczak's The Phoenix Companies Experience 2014 - Present
Job Director IT Platform Management at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies 2014 - Present
Phoenix Life Insurance 1985 - 2014
Skills
SDLC, Requirements Analysis, DB2, Requirements Gathering, Enterprise Architecture, Mainframe, WSAD, SOA, Software Project..., Business Requirements
Education
Rensselaer Polytechnic Institute 1984 — 1986
MBA
Central Connecticut State University 1980 — 1984
BS, Computer Science
The Phoenix Companies 2014 - Present
Phoenix Life Insurance 1985 - 2014
Skills
SDLC, Requirements Analysis, DB2, Requirements Gathering, Enterprise Architecture, Mainframe, WSAD, SOA, Software Project..., Business Requirements
Education
Rensselaer Polytechnic Institute 1984 — 1986
MBA
Central Connecticut State University 1980 — 1984
BS, Computer Science
Jan David Trzcinski's The Phoenix Companies Experience October 2007 - June 2009
Job Registered Representative with Extensive Experience in Sales, Insurance, Banking; and Financial Services.
Industry Financial Services
Experience
Primerica October 2013 - Present
Insuritas July 2013 - Present
Prudential Financial August 2010 - November 2011
The Phoenix Companies October 2007 - June 2009
Prudential Financial May 2006 - October 2007
ING May 2004 - May 2006
Liberty Bank August 1999 - December 2004
The Hartford April 2002 - August 2002
Skills
Annuities, Insurance, Annuity, Retirement Planning, Mutual Funds, Series 6, Brokers, Series 63, Retirement, Long Term Care, Financial Planning, Disability Insurance, Portfolio Management, 401k, Term Life Insurance, Pensions, Deferred Compensation, Customer Service, Benefits, Microsoft Office, Inside Sales, Salesforce.com, Sales Support, Fixed Annuities, Sales, Strategic Financial..., Uniform Combined State..., Long-term Care, Benefits Administration, Employee Benefits, Health Insurance, Sales Operations, Property & Casualty..., Life Insurance, Series 7, Variable Annuities, Financial Services, Banking, Securities, FINRA, Wealth Management, Finance, Relationship Management, Leadership, Investments, Management, Marketing
Education
Eastern Connecticut State University 1996 — 2002
Bachelor of Science, Business, Finance
Manchester Community College
CFP, Certified Financial Planner, 4.0
Primerica October 2013 - Present
Insuritas July 2013 - Present
Prudential Financial August 2010 - November 2011
The Phoenix Companies October 2007 - June 2009
Prudential Financial May 2006 - October 2007
ING May 2004 - May 2006
Liberty Bank August 1999 - December 2004
The Hartford April 2002 - August 2002
Skills
Annuities, Insurance, Annuity, Retirement Planning, Mutual Funds, Series 6, Brokers, Series 63, Retirement, Long Term Care, Financial Planning, Disability Insurance, Portfolio Management, 401k, Term Life Insurance, Pensions, Deferred Compensation, Customer Service, Benefits, Microsoft Office, Inside Sales, Salesforce.com, Sales Support, Fixed Annuities, Sales, Strategic Financial..., Uniform Combined State..., Long-term Care, Benefits Administration, Employee Benefits, Health Insurance, Sales Operations, Property & Casualty..., Life Insurance, Series 7, Variable Annuities, Financial Services, Banking, Securities, FINRA, Wealth Management, Finance, Relationship Management, Leadership, Investments, Management, Marketing
Education
Eastern Connecticut State University 1996 — 2002
Bachelor of Science, Business, Finance
Manchester Community College
CFP, Certified Financial Planner, 4.0
Kaichan K.C. Chan's The Phoenix Companies Experience October 1986 - Present
Job Audit Consultant at The Phoenix Companies
Industry Financial Services
Experience
The Phoenix Companies October 1986 - Present
Skills
Internal Controls, Enterprise Risk..., Financial Analysis, Insurance, Risk Management, Sarbanes-Oxley Act, Auditing, Financial Risk, Internal Audit, Process Improvement, Risk Assessment, Governance, IT Audit, Business Analysis
Education
Western New England University 1990 — 1993
MBA, Business Administration
Isenberg School of Management, UMass Amherst
BA, Accounting
The Phoenix Companies October 1986 - Present
Skills
Internal Controls, Enterprise Risk..., Financial Analysis, Insurance, Risk Management, Sarbanes-Oxley Act, Auditing, Financial Risk, Internal Audit, Process Improvement, Risk Assessment, Governance, IT Audit, Business Analysis
Education
Western New England University 1990 — 1993
MBA, Business Administration
Isenberg School of Management, UMass Amherst
BA, Accounting
Jeanie Gagnon's The Phoenix Companies Experience 1981 - June 2011
Job
Industry Insurance
Experience
The Phoenix Companies 1981 - June 2011
Phoenix Life Insurance Company 1980 - 2010
Skills
Management, Variable Products, Mutual Funds, Fixed Annuities, Insurance, Filing, Series 6, Life Insurance, Retirement Planning, Mergers & Acquisitions, 401k, Investment Management, Disability Insurance, Qualified Retirement..., Operations Management, SEC filings, Series 63, Long-term Care, Retirement, Term Life Insurance, Single Premium..., State & Federal Filings, Management...
Education
Central Connecticut State University 1976 — 1978
Accounting
The Phoenix Companies 1981 - June 2011
Phoenix Life Insurance Company 1980 - 2010
Skills
Management, Variable Products, Mutual Funds, Fixed Annuities, Insurance, Filing, Series 6, Life Insurance, Retirement Planning, Mergers & Acquisitions, 401k, Investment Management, Disability Insurance, Qualified Retirement..., Operations Management, SEC filings, Series 63, Long-term Care, Retirement, Term Life Insurance, Single Premium..., State & Federal Filings, Management...
Education
Central Connecticut State University 1976 — 1978
Accounting
Tina Schoonmaker's The Phoenix Companies Experience July 2012 - Present
Job Requirements Analyst at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies July 2012 - Present
Phoenix Life Insurance Company December 2010 - July 2012
Phoenix Life Insurance Company January 2006 - December 2010
Phoenix Life Insurance Company September 2002 - December 2005
Skills
Insurance, Customer Service, Process Improvement, SDLC, Software Documentation, Business Analysis, Life Insurance, Requirements Gathering, Visio, Program Management, Project Management, Business Process, Requirements Analysis, Fixed Annuities, Management
Education
Hudson Valley Community College
Business Administration
The Phoenix Companies July 2012 - Present
Phoenix Life Insurance Company December 2010 - July 2012
Phoenix Life Insurance Company January 2006 - December 2010
Phoenix Life Insurance Company September 2002 - December 2005
Skills
Insurance, Customer Service, Process Improvement, SDLC, Software Documentation, Business Analysis, Life Insurance, Requirements Gathering, Visio, Program Management, Project Management, Business Process, Requirements Analysis, Fixed Annuities, Management
Education
Hudson Valley Community College
Business Administration
Mark Juliano's The Phoenix Companies Experience June 2007 - January 2008
Job Jr. Client Support Technician at Kaman Industrial Technologies
Industry Information Technology and Services
Experience
Kaman Industrial Technologies June 2013 - Present
Hartford Steam Boiler August 2011 - March 2012
Aetna July 2009 - December 2009
Goodwin College October 2008 - January 2009
The Phoenix Companies June 2007 - January 2008
Skills
Visio, Software Documentation, Windows Server, SharePoint, Active Directory, DNS, Help Desk Support, DHCP, VPN, Troubleshooting, XP, Hardware, Technical Support, TCP/IP, Windows XP, Windows 7, Networking
Education
Eastern Connecticut State University 2006 — 2008
BIS, Business, Information Technology, Technical
Central Connecticut State University 2005 — 2007
MIS, Business, Information Technology, Technical
Kaman Industrial Technologies June 2013 - Present
Hartford Steam Boiler August 2011 - March 2012
Aetna July 2009 - December 2009
Goodwin College October 2008 - January 2009
The Phoenix Companies June 2007 - January 2008
Skills
Visio, Software Documentation, Windows Server, SharePoint, Active Directory, DNS, Help Desk Support, DHCP, VPN, Troubleshooting, XP, Hardware, Technical Support, TCP/IP, Windows XP, Windows 7, Networking
Education
Eastern Connecticut State University 2006 — 2008
BIS, Business, Information Technology, Technical
Central Connecticut State University 2005 — 2007
MIS, Business, Information Technology, Technical
Lisa Owens's The Phoenix Companies Experience 2000 - 2005
Job
Industry Financial Services
Experience
The Principal Financial Group October 2013 - Present
MetLife August 2005 - October 2013
The Phoenix Companies 2000 - 2005
Skills
Series 6, Series 63, Insurance, Variable Annuities, Fixed Annuities, Phone Etiquette, Life Insurance, Qualified Retirement..., Microsoft Office, Sales, Mutual Funds
Education
Ferris State University
BS, Marketing
The Principal Financial Group October 2013 - Present
MetLife August 2005 - October 2013
The Phoenix Companies 2000 - 2005
Skills
Series 6, Series 63, Insurance, Variable Annuities, Fixed Annuities, Phone Etiquette, Life Insurance, Qualified Retirement..., Microsoft Office, Sales, Mutual Funds
Education
Ferris State University
BS, Marketing
Juliana Dalton, CFA's The Phoenix Companies Experience June 1983 - April 1985
Job Senior Credit Executive
Industry Banking
Experience
Webster Bank June 1998 - Present
Bank of America September 1996 - June 1998
Hartford Investment Management April 1985 - August 1995
The Phoenix Companies June 1983 - April 1985
Skills
Investment Research, Management, High Yield Bonds, Structured Finance, University Teaching
Education
Wharton School, University of Pennsylvania
Master of Business Administration (M.B.A.), Finance, General
Harvard University
Bachelor of Arts (B.A.)
Webster Bank June 1998 - Present
Bank of America September 1996 - June 1998
Hartford Investment Management April 1985 - August 1995
The Phoenix Companies June 1983 - April 1985
Skills
Investment Research, Management, High Yield Bonds, Structured Finance, University Teaching
Education
Wharton School, University of Pennsylvania
Master of Business Administration (M.B.A.), Finance, General
Harvard University
Bachelor of Arts (B.A.)
Richard Sega's The Phoenix Companies Experience 1985 - 1992
Job Chief Investment Officer at Conning Asset Management
Industry Investment Management
Experience
Conning Asset Management January 2001 - Present
Charter Oak Capital Management April 1996 - January 2001
Aeltus Investment Management March 1992 - April 1996
The Phoenix Companies 1985 - 1992
The Travelers Insurance Company July 1974 - July 1985
Skills
Asset Allocation, ALM, Investment Strategies, Fixed Income, Alternative Investments, Asset Managment, Bloomberg, Portfolio Management, Investment Management, Bonds, Capital Markets, Derivatives, Hedging, Investments, Equities, Securities, Hedge Funds, Pension Funds, Asset Management, Investment Advisory, Trading, Structured Products, Private Equity, MBS, Mutual Funds, Emerging Markets, Valuation
Education
Columbia University in the City of New York 1972 — 1974
MA, Mathematical Statistics
Fordham University 1968 — 1972
BA, Mathematics
Conning Asset Management January 2001 - Present
Charter Oak Capital Management April 1996 - January 2001
Aeltus Investment Management March 1992 - April 1996
The Phoenix Companies 1985 - 1992
The Travelers Insurance Company July 1974 - July 1985
Skills
Asset Allocation, ALM, Investment Strategies, Fixed Income, Alternative Investments, Asset Managment, Bloomberg, Portfolio Management, Investment Management, Bonds, Capital Markets, Derivatives, Hedging, Investments, Equities, Securities, Hedge Funds, Pension Funds, Asset Management, Investment Advisory, Trading, Structured Products, Private Equity, MBS, Mutual Funds, Emerging Markets, Valuation
Education
Columbia University in the City of New York 1972 — 1974
MA, Mathematical Statistics
Fordham University 1968 — 1972
BA, Mathematics
Naomi Kleinman's The Phoenix Companies Experience December 1996 - Present
Job Vice President at The Phoenix Companies
Industry Insurance
Experience
NIRI CT/W 2011 - Present
The Phoenix Companies December 1996 - Present
Connecticut Mutual 1981 - 2006
Skills
Insurance
Education
University of Pennsylvania - The Wharton School
MBA, Mgmt Science
Dartmouth College
AB, Math
NIRI CT/W 2011 - Present
The Phoenix Companies December 1996 - Present
Connecticut Mutual 1981 - 2006
Skills
Insurance
Education
University of Pennsylvania - The Wharton School
MBA, Mgmt Science
Dartmouth College
AB, Math
Miles Wickless's The Phoenix Companies Experience September 2004 - July 2006
Job Second VP, Claim and Risk Control Communications
Industry Insurance
Experience
Travelers June 2013 - Present
Travelers July 2006 - June 2013
The Phoenix Companies September 2004 - July 2006
Travelers June 2000 - August 2004
Corporate Translations, Inc. June 1997 - May 2000
Skills
Internal Communications, Corporate Communications, Strategic Communications, Insurance, Content Management, Marketing Communications, Strategic Planning, Media Relations, Communication Training, Social Media, Public Speaking, Public Relations, Employee Engagement, Newsletters, Needs Analysis, Editing, Change Management, Property & Casualty..., Copywriting, Leadership Development, Video Production
Education
The University of Georgia 1994 — 1995
MA, History
Boston University 1987 — 1991
BA, Anthropology and Philosophy
Travelers June 2013 - Present
Travelers July 2006 - June 2013
The Phoenix Companies September 2004 - July 2006
Travelers June 2000 - August 2004
Corporate Translations, Inc. June 1997 - May 2000
Skills
Internal Communications, Corporate Communications, Strategic Communications, Insurance, Content Management, Marketing Communications, Strategic Planning, Media Relations, Communication Training, Social Media, Public Speaking, Public Relations, Employee Engagement, Newsletters, Needs Analysis, Editing, Change Management, Property & Casualty..., Copywriting, Leadership Development, Video Production
Education
The University of Georgia 1994 — 1995
MA, History
Boston University 1987 — 1991
BA, Anthropology and Philosophy
Abbey McDermott's The Phoenix Companies Experience Sr. AccountantAmerican Phoenix CorporationDecember 1996 - July 1999
Job Assistant Vice President, Corporate Tax at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies Sr. AccountantAmerican Phoenix CorporationDecember 1996 - July 1999
Hartford Steam Boiler 1992 - December 1996
Skills
Insurance, Risk Management, Sarbanes-Oxley Act, Life Insurance, Financial Reporting, Accounting, Financial Services, Auditing, Financial Risk, Investments
Education
Luther College
Bachelor's Degree, BA Accounting
University of Hartford
Master's Degree, MST - Taxation
The Phoenix Companies Sr. AccountantAmerican Phoenix CorporationDecember 1996 - July 1999
Hartford Steam Boiler 1992 - December 1996
Skills
Insurance, Risk Management, Sarbanes-Oxley Act, Life Insurance, Financial Reporting, Accounting, Financial Services, Auditing, Financial Risk, Investments
Education
Luther College
Bachelor's Degree, BA Accounting
University of Hartford
Master's Degree, MST - Taxation
Laura Theriault's The Phoenix Companies Experience March 1992 - March 2001
Job Accounts Payable
Industry Financial Services
Experience
Sun Gro Horticulture July 2013 - Present
Waste Management February 2012 - April 2013
Sun Life Financial March 2001 - December 2011
The Phoenix Companies March 1992 - March 2001
Skills
Six Sigma Green Belt..., Microsoft Office
Education
Asnuntuck Community College 1995 — 1998
Accounting
Sun Gro Horticulture July 2013 - Present
Waste Management February 2012 - April 2013
Sun Life Financial March 2001 - December 2011
The Phoenix Companies March 1992 - March 2001
Skills
Six Sigma Green Belt..., Microsoft Office
Education
Asnuntuck Community College 1995 — 1998
Accounting
Ravinsky Seymour's The Phoenix Companies Experience 1989 - Present
Job CEO at The Phoenix Companies
Industry Real Estate
Experience
The Phoenix Companies 1989 - Present
Skills
Strategic Planning
Education
McGill University
Bachelor of Commerce (B.Com.), Economics and Accounting
The Phoenix Companies 1989 - Present
Skills
Strategic Planning
Education
McGill University
Bachelor of Commerce (B.Com.), Economics and Accounting
Carol Sommariva's The Phoenix Companies Experience 1979 - 1987
Job Health Underwriting Professional
Industry Insurance
Experience
Pazera Capital Management 2010 - November 2012
Gerber Life Insurance Company 2001 - 2009
Risk Assessment Strategies 1993 - 2000
Medical Risk Managers 1989 - 1993
The Phoenix Companies 1979 - 1987
Skills
Underwriting Group Life..., Risk Management..., Delivering exceptional..., Operations Management, Employee Management &..., Team Leadership, Compliance & Contract..., Underwriting Audit..., Employee Performance &..., Stop Loss Underwriting...
Education
Eastern Connecticut State University
Bachelor of Arts (BA), Sociology with Business minor
Pazera Capital Management 2010 - November 2012
Gerber Life Insurance Company 2001 - 2009
Risk Assessment Strategies 1993 - 2000
Medical Risk Managers 1989 - 1993
The Phoenix Companies 1979 - 1987
Skills
Underwriting Group Life..., Risk Management..., Delivering exceptional..., Operations Management, Employee Management &..., Team Leadership, Compliance & Contract..., Underwriting Audit..., Employee Performance &..., Stop Loss Underwriting...
Education
Eastern Connecticut State University
Bachelor of Arts (BA), Sociology with Business minor
Soc Deacon's The Phoenix Companies Experience 2002 - 2004
Job Assistant Vice President, Retirement Services Investment Communications at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group June 2004 - Present
The Phoenix Companies 2002 - 2004
Nvest Funds 1998 - 2000
Skills
Marketing Communications, Product Marketing, Team Management, Creative Writing, Investment Writing, Technical Writing, Sales Writing, Press Releases, Copy Editing, Presenting, Investment Products, Retirement Products, Financial Markets, FINRA Communications..., Typography, Investments, Communications Planning, Insurance, Leadership, Marketing Strategy, Mutual Funds, Relationship Management, Retirement, Securities
Education
Drew University
Bachelor of Arts (B.A.), English Literature
MassMutual Financial Group June 2004 - Present
The Phoenix Companies 2002 - 2004
Nvest Funds 1998 - 2000
Skills
Marketing Communications, Product Marketing, Team Management, Creative Writing, Investment Writing, Technical Writing, Sales Writing, Press Releases, Copy Editing, Presenting, Investment Products, Retirement Products, Financial Markets, FINRA Communications..., Typography, Investments, Communications Planning, Insurance, Leadership, Marketing Strategy, Mutual Funds, Relationship Management, Retirement, Securities
Education
Drew University
Bachelor of Arts (B.A.), English Literature
Paul. Chute's The Phoenix Companies Experience September 2000 - Present
Job Senior Managing Director at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies September 2000 - Present
Education
Georgetown University Law Center
Doctor of Law (J.D.)
University of Notre Dame
Bachelor of Arts (B.A.)
The Phoenix Companies September 2000 - Present
Education
Georgetown University Law Center
Doctor of Law (J.D.)
University of Notre Dame
Bachelor of Arts (B.A.)
Mary Siddell's The Phoenix Companies Experience April 1972 - May 1975
Job Admin Specialist at Ohio Deferred Compensation
Industry Financial Services
Experience
Ohio Deferred Compensation January 1992 - Present
Central Ohio Transit Authority May 1987 - January 1992
The Siddell Household May 1975 - January 1987
The Phoenix Companies April 1972 - May 1975
E S Preston and Associates July 1965 - September 1970
Columbus Mutual Life Insurance April 1963 - June 1965
Skills
Outlook, Microsoft Office, Administrative..., Microsoft Excel, Customer Service, Office Administration, Data Entry, Office Management, Administration, Access, Software Documentation
Education
North High School 1960 — 1962
Columbus State
Ohio Deferred Compensation January 1992 - Present
Central Ohio Transit Authority May 1987 - January 1992
The Siddell Household May 1975 - January 1987
The Phoenix Companies April 1972 - May 1975
E S Preston and Associates July 1965 - September 1970
Columbus Mutual Life Insurance April 1963 - June 1965
Skills
Outlook, Microsoft Office, Administrative..., Microsoft Excel, Customer Service, Office Administration, Data Entry, Office Management, Administration, Access, Software Documentation
Education
North High School 1960 — 1962
Columbus State
Carla Philippbar's The Phoenix Companies Experience Credit AnalystChrysler FinancialJuly 1987 - July 1992
Job Manager at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies Credit AnalystChrysler FinancialJuly 1987 - July 1992
Skills
Life Insurance
Education
Marist College 1982 — 1986
Bachelor of Arts (BA), Mass Communication/Media Studies
The Phoenix Companies Credit AnalystChrysler FinancialJuly 1987 - July 1992
Skills
Life Insurance
Education
Marist College 1982 — 1986
Bachelor of Arts (BA), Mass Communication/Media Studies
Evan Lonergan's The Phoenix Companies Experience June 2007 - June 2010
Job Business Intelligence Professional
Industry Insurance
Experience
Travelers January 2012 - Present
Travelers June 2010 - January 2012
The Phoenix Companies June 2007 - June 2010
Skills
Business Intelligence, Data Analysis, Business Analytics, Relational Databases, Data Warehousing, Data Mining, Business Analysis
Education
Rensselaer Polytechnic Institute at Hartford 2009 — 2011
Master's degree, Information Technology
Marist College 2003 — 2007
Bachelor's degree, Information Technology
Travelers January 2012 - Present
Travelers June 2010 - January 2012
The Phoenix Companies June 2007 - June 2010
Skills
Business Intelligence, Data Analysis, Business Analytics, Relational Databases, Data Warehousing, Data Mining, Business Analysis
Education
Rensselaer Polytechnic Institute at Hartford 2009 — 2011
Master's degree, Information Technology
Marist College 2003 — 2007
Bachelor's degree, Information Technology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.