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,
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The Phoenix Companies Employees
Employee
Years
Job
Industry
Ed Friderici Ed Friderici's The Phoenix Companies Experience January 2008 - December 2012
Job Managing Director at Saybrus Partners
Industry Financial Services
Experience
Saybrus Partners January 2013 - Present
The Phoenix Companies January 2008 - December 2012
Virtus Investment Partners January 1988 - December 2007
Skills
Series 7, Mutual Funds, Series 63, Financial Advisory, Asset Allocation, 401k, Wealth Management, Investments, Alternative Investments, Life Insurance, FINRA, Fixed Annuities, Retirement Planning, Retirement, Securities, Series 24, Financial Services
Education
University of Connecticut 1983 — 1987
Saybrus Partners January 2013 - Present
The Phoenix Companies January 2008 - December 2012
Virtus Investment Partners January 1988 - December 2007
Skills
Series 7, Mutual Funds, Series 63, Financial Advisory, Asset Allocation, 401k, Wealth Management, Investments, Alternative Investments, Life Insurance, FINRA, Fixed Annuities, Retirement Planning, Retirement, Securities, Series 24, Financial Services
Education
University of Connecticut 1983 — 1987
Scott R. Lindquist Scott R. Lindquist's The Phoenix Companies Experience September 2002 - July 2005
Job Chief Financial Officer, Farmers Insurance Group of Companies
Industry Insurance
Experience
Farmers Insurance Group of Companies February 2008 - Present
Farmers Insurance Group Federal Credit Union 2013 - Present
California Business Roundtable 2013 - Present
Genworth Financial August 2005 - February 2008
The Phoenix Companies September 2002 - July 2005
PricewaterhouseCoopers 2000 - 2002
Skills
CPA, Insurance, Accounting, Auditing, Sarbanes-Oxley Act, SEC filings, External Audit, Property, US GAAP, Mergers, Internal Controls, Strategic Financial...
Education
UCLA Anderson School of Management 2015 — 2015
Executive Education - Corporate Governance Program
The University of Connecticut School of Business 1986 — 1988
MBA
Penn State University 1982 — 1986
BS, Accounting
Farmers Insurance Group of Companies February 2008 - Present
Farmers Insurance Group Federal Credit Union 2013 - Present
California Business Roundtable 2013 - Present
Genworth Financial August 2005 - February 2008
The Phoenix Companies September 2002 - July 2005
PricewaterhouseCoopers 2000 - 2002
Skills
CPA, Insurance, Accounting, Auditing, Sarbanes-Oxley Act, SEC filings, External Audit, Property, US GAAP, Mergers, Internal Controls, Strategic Financial...
Education
UCLA Anderson School of Management 2015 — 2015
Executive Education - Corporate Governance Program
The University of Connecticut School of Business 1986 — 1988
MBA
Penn State University 1982 — 1986
BS, Accounting
Chris Larkin Chris Larkin's The Phoenix Companies Experience October 2005 - June 2012
Job Sales and Marketing Manager
Industry Insurance
Experience
National Life Group November 2012 - Present
The Phoenix Companies October 2005 - June 2012
Integrity Life September 2002 - October 2005
Sage Life Assurance April 2001 - October 2002
American Skandia March 1995 - April 2001
Skills
Sales Presentations, Variable Annuities, Life Insurance, Sales, Insurance, New Client Acquisitions, Territory Development, Retirement Planning, Small Business Marketing, Strategic Financial..., Sales Management, Public Speaking, FINRA, Indexed Annuities, Fixed Annuities, Marketing, Relationship Management, Email Marketing, Brand Development, Brand Management, Product Marketing, Project Management, Retirement Plan..., Small Business, CRM, Computer Science, Website Development
Education
Sacred Heart University 1992 — 1996
BS, Business
National Life Group November 2012 - Present
The Phoenix Companies October 2005 - June 2012
Integrity Life September 2002 - October 2005
Sage Life Assurance April 2001 - October 2002
American Skandia March 1995 - April 2001
Skills
Sales Presentations, Variable Annuities, Life Insurance, Sales, Insurance, New Client Acquisitions, Territory Development, Retirement Planning, Small Business Marketing, Strategic Financial..., Sales Management, Public Speaking, FINRA, Indexed Annuities, Fixed Annuities, Marketing, Relationship Management, Email Marketing, Brand Development, Brand Management, Product Marketing, Project Management, Retirement Plan..., Small Business, CRM, Computer Science, Website Development
Education
Sacred Heart University 1992 — 1996
BS, Business
Kathy Bald Kathy Bald's The Phoenix Companies Experience June 1995 - April 1999
Job Consulting International Aero Engines @ Pratt & Whitney
Industry Mechanical or Industrial Engineering
Experience
Robert Half Management Resources June 2014 - Present
Henderson Global Investors May 2002 - June 2013
Henderson Global Investors April 1999 - May 2002
The Phoenix Companies June 1995 - April 1999
Skills
Financial Accounting, Financial Reporting, Financial Analysis, Operating Budgets, Budget Forecasts, Corporate Finance, Bank Reconciliation, Banking, Accounts Payable, Accounts Receivable, Cash Management, US GAAP, Auditing, Accounting, Internal Controls, Analysis, Due Diligence, Management, Finance
Education
State University of New York College at Fredonia 1982 — 1986
Bachelor of Science (B.S.), Accounting
Robert Half Management Resources June 2014 - Present
Henderson Global Investors May 2002 - June 2013
Henderson Global Investors April 1999 - May 2002
The Phoenix Companies June 1995 - April 1999
Skills
Financial Accounting, Financial Reporting, Financial Analysis, Operating Budgets, Budget Forecasts, Corporate Finance, Bank Reconciliation, Banking, Accounts Payable, Accounts Receivable, Cash Management, US GAAP, Auditing, Accounting, Internal Controls, Analysis, Due Diligence, Management, Finance
Education
State University of New York College at Fredonia 1982 — 1986
Bachelor of Science (B.S.), Accounting
Carolyn Blake, CFP(R), ALMI, ACS, AIRC Carolyn Blake, CFP(R), ALMI, ACS, AIRC's The Phoenix Companies Experience 2006 - 2008
Job Financial Services Compliance Professional | Compliance Consultant
Industry Financial Services
Experience
MassMutual Financial Group 2015 - Present
LL Global / LL Global Services – LIMRA 2008 - 2014
The Phoenix Companies 2006 - 2008
Virtus Investment Partners - Formerly Phoenix Investment Partners December 2000 - January 2006
CitiStreet 1998 - 2000
Skills
FINRA, Mutual Funds, Securities, Auditing, Financial Services, Series 7, Investments, Series 63, Insurance, Asset Management, Securities Regulation, AML, SEC, Relationship Management, Series 24, Compliance Regulations, Broker-Dealer Compliance, Broker-Dealer, Quality Auditing, Compliance Audits, Compliance Training, Compliance, Compliance Oversight, Compliance Consulting, Training, Quality Assurance, Series 65, Anti Money Laundering, Retirement Planning, Leadership, Fixed Annuities, SEC compliance, Regulatory Compliance, Email Review, Wholesaler Audits, Annual Compliance..., Policies and Procedures, Wholesaler Inspections
Education
The University of Connecticut School of Business
Bachelor of Science, Business Administration, Finance
MassMutual Financial Group 2015 - Present
LL Global / LL Global Services – LIMRA 2008 - 2014
The Phoenix Companies 2006 - 2008
Virtus Investment Partners - Formerly Phoenix Investment Partners December 2000 - January 2006
CitiStreet 1998 - 2000
Skills
FINRA, Mutual Funds, Securities, Auditing, Financial Services, Series 7, Investments, Series 63, Insurance, Asset Management, Securities Regulation, AML, SEC, Relationship Management, Series 24, Compliance Regulations, Broker-Dealer Compliance, Broker-Dealer, Quality Auditing, Compliance Audits, Compliance Training, Compliance, Compliance Oversight, Compliance Consulting, Training, Quality Assurance, Series 65, Anti Money Laundering, Retirement Planning, Leadership, Fixed Annuities, SEC compliance, Regulatory Compliance, Email Review, Wholesaler Audits, Annual Compliance..., Policies and Procedures, Wholesaler Inspections
Education
The University of Connecticut School of Business
Bachelor of Science, Business Administration, Finance
Steve Eifler, CFP® Steve Eifler, CFP®'s The Phoenix Companies Experience June 2005 - October 2009
Job Financial Planner & Retirement Plans Specialist at The R&F Financial Group
Industry Financial Services
Experience
R&F Financial Group October 2009 - Present
The Phoenix Companies June 2005 - October 2009
Skills
Retirement, Insurance, Estate Planning, Business Planning, Analysis, Certified Financial..., College Education..., Qualified Plans
Education
DeSmet Jesuit High School 2001 — 2005
University of Missouri-Columbia, College of Business 2001 — 2005
Bachelor of Science in Business Administration, Finance
R&F Financial Group October 2009 - Present
The Phoenix Companies June 2005 - October 2009
Skills
Retirement, Insurance, Estate Planning, Business Planning, Analysis, Certified Financial..., College Education..., Qualified Plans
Education
DeSmet Jesuit High School 2001 — 2005
University of Missouri-Columbia, College of Business 2001 — 2005
Bachelor of Science in Business Administration, Finance
Linda M. Jensen Linda M. Jensen's The Phoenix Companies Experience February 1997 - July 1997
Job Systems Consultant
Industry Computer Software
Experience
Enchanted Gardens LLC May 2003 - Present
The Hartford August 2001 - January 2003
Travelers October 2000 - March 2001
Computer Sciences Corporation November 1998 - September 2000
Travelers January 1998 - October 1998
The Hartford July 1997 - December 1997
The Phoenix Companies February 1997 - July 1997
CIGNA April 1996 - February 1997
Orion Capital Companies, Inc. February 1995 - April 1996
Aetna February 1994 - February 1995
Skills
SQL, Data Modeling, JCL, COBOLII, Easytrieve, System Testing, Microsoft Word, Microsoft Excel, PowerPoint, Consulting, Workers Compensation, Commercial Insurance, Technical Writing, Disaster Recovery, Requirements Gathering, Process Improvement
Education
Northwestern Connecticut Community College 1984 — 1984
Classes taken, English Language and Literature/Letters, 4.0
University of Hartford 1976 — 1976
Sociology, 4.0
Avon High School 1974 — 1976
High School Diploma (at end of Junior year), College Prep.
Enchanted Gardens LLC May 2003 - Present
The Hartford August 2001 - January 2003
Travelers October 2000 - March 2001
Computer Sciences Corporation November 1998 - September 2000
Travelers January 1998 - October 1998
The Hartford July 1997 - December 1997
The Phoenix Companies February 1997 - July 1997
CIGNA April 1996 - February 1997
Orion Capital Companies, Inc. February 1995 - April 1996
Aetna February 1994 - February 1995
Skills
SQL, Data Modeling, JCL, COBOLII, Easytrieve, System Testing, Microsoft Word, Microsoft Excel, PowerPoint, Consulting, Workers Compensation, Commercial Insurance, Technical Writing, Disaster Recovery, Requirements Gathering, Process Improvement
Education
Northwestern Connecticut Community College 1984 — 1984
Classes taken, English Language and Literature/Letters, 4.0
University of Hartford 1976 — 1976
Sociology, 4.0
Avon High School 1974 — 1976
High School Diploma (at end of Junior year), College Prep.
Virginia Carman Virginia Carman's The Phoenix Companies Experience January 1990 - 2004
Job AVP, Sales and Distribution Operations at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group November 2012 - Present
MassMutual Financial Group May 2011 - December 2012
ING September 2005 - April 2011
ING September 2005 - September 2007
The Phoenix Companies January 1990 - 2004
Phoenix Home Life 1990 - 2004
Northeast Savings 1985 - 1988
Skills
Insurance, Program Management, Mutual Funds, Project Management, Process Improvement, Investments, Vendor Management, Sales, Financial Services, Risk Management, Business Analysis, Series 7, Portfolio Management, Securities, Asset Management, Management, Leadership, Relationship Management, Change Management, Retirement Planning, Strategic Planning, Series 63, Project Portfolio..., SDLC, Business Process..., Life Insurance, Retirement
Education
Rensselaer Polytechnic Institute at Hartford 2004 — 2005
M.S.
Russell Sage College 1981 — 1985
B.S.
The Masters School 1977 — 1981
High School Diploma
MassMutual Financial Group November 2012 - Present
MassMutual Financial Group May 2011 - December 2012
ING September 2005 - April 2011
ING September 2005 - September 2007
The Phoenix Companies January 1990 - 2004
Phoenix Home Life 1990 - 2004
Northeast Savings 1985 - 1988
Skills
Insurance, Program Management, Mutual Funds, Project Management, Process Improvement, Investments, Vendor Management, Sales, Financial Services, Risk Management, Business Analysis, Series 7, Portfolio Management, Securities, Asset Management, Management, Leadership, Relationship Management, Change Management, Retirement Planning, Strategic Planning, Series 63, Project Portfolio..., SDLC, Business Process..., Life Insurance, Retirement
Education
Rensselaer Polytechnic Institute at Hartford 2004 — 2005
M.S.
Russell Sage College 1981 — 1985
B.S.
The Masters School 1977 — 1981
High School Diploma
Michael Buskey Michael Buskey's The Phoenix Companies Experience June 1998 - September 2000
Job Accounting Specialist at Aldon Corporation
Industry Chemicals
Experience
Aldon Corporation July 2006 - Present
Student Transportation of America September 2000 - December 2005
The Phoenix Companies June 1998 - September 2000
American school for the deaf 1995 - 1998
American school for the deaf 1995 - 1998
Skills
Accounting Applications, Account Reconciliation, Accounting, Accounts Payable, Microsoft Office, Accounts Receivable, Auditing, Payroll, General Ledger, Computers, QuickBooks, Internet, Lawn Mowing, Landscaping
Education
Rochester Institute of Technology 1984 — 1988
Associate of Arts and Sciences (A.A.S.), Accounting and Finance
The Morgan School 1980 — 1984
Diploma
Aldon Corporation July 2006 - Present
Student Transportation of America September 2000 - December 2005
The Phoenix Companies June 1998 - September 2000
American school for the deaf 1995 - 1998
American school for the deaf 1995 - 1998
Skills
Accounting Applications, Account Reconciliation, Accounting, Accounts Payable, Microsoft Office, Accounts Receivable, Auditing, Payroll, General Ledger, Computers, QuickBooks, Internet, Lawn Mowing, Landscaping
Education
Rochester Institute of Technology 1984 — 1988
Associate of Arts and Sciences (A.A.S.), Accounting and Finance
The Morgan School 1980 — 1984
Diploma
Kevin Twerago Kevin Twerago's The Phoenix Companies Experience June 2013 - August 2013
Job Actuarial Analyst at Aetna
Industry Insurance
Experience
Aetna 2014 - Present
Liberty Mutual Insurance June 2014 - August 2014
The Phoenix Companies June 2013 - August 2013
Milliman, Inc May 2012 - August 2012
University of Connecticut September 2011 - December 2011
Skills
Research, SAS, PowerPoint, Statistics, Microsoft Word, Microsoft Excel, Actuarial Science, VBA
Education
University of Connecticut 2011 — 2015
Bachelor of Arts, Actuarial Science, Sophomore
Southington High School 2007 — 2011
Aetna 2014 - Present
Liberty Mutual Insurance June 2014 - August 2014
The Phoenix Companies June 2013 - August 2013
Milliman, Inc May 2012 - August 2012
University of Connecticut September 2011 - December 2011
Skills
Research, SAS, PowerPoint, Statistics, Microsoft Word, Microsoft Excel, Actuarial Science, VBA
Education
University of Connecticut 2011 — 2015
Bachelor of Arts, Actuarial Science, Sophomore
Southington High School 2007 — 2011
Robert Kozlowski Robert Kozlowski's The Phoenix Companies Experience 1986 - 1993
Job Compliance Officer
Industry Investment Management
Experience
Questar Capital Corporation 2004 - Present
W. S. Griffith 2000 - 2004
W. S. Griffith 1993 - 2000
The Phoenix Companies 1986 - 1993
Education
University of Minnesota-Duluth
Bachelor of Science (BS), Mathematics
Questar Capital Corporation 2004 - Present
W. S. Griffith 2000 - 2004
W. S. Griffith 1993 - 2000
The Phoenix Companies 1986 - 1993
Education
University of Minnesota-Duluth
Bachelor of Science (BS), Mathematics
Sean Marien's The Phoenix Companies Experience February 2015 - Present
Job AVP Solution Architect at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies February 2015 - Present
The Phoenix Companies, Inc. October 2011 - February 2015
The Phoenix Companies, Inc. February 2009 - October 2011
The Phoenix Companies, Inc. February 2004 - February 2009
The Phoenix Companies, Inc. June 2001 - February 2004
Skills
Requirements Analysis, Vendor Management, SOA, Enterprise Architecture, SDLC, Solution Architecture, Shared Services, Web Architecture, Enterprise Content..., COBOL, C++, Software Project..., Middleware, Data Warehousing, Requirements Gathering, IT Strategy, Business Analysis, Project Management, Integration, Risk Management, Insurance
Education
University of Massachusetts at Lowell
Bachelor's Degree, Information Technology, 3.92
The Phoenix Companies February 2015 - Present
The Phoenix Companies, Inc. October 2011 - February 2015
The Phoenix Companies, Inc. February 2009 - October 2011
The Phoenix Companies, Inc. February 2004 - February 2009
The Phoenix Companies, Inc. June 2001 - February 2004
Skills
Requirements Analysis, Vendor Management, SOA, Enterprise Architecture, SDLC, Solution Architecture, Shared Services, Web Architecture, Enterprise Content..., COBOL, C++, Software Project..., Middleware, Data Warehousing, Requirements Gathering, IT Strategy, Business Analysis, Project Management, Integration, Risk Management, Insurance
Education
University of Massachusetts at Lowell
Bachelor's Degree, Information Technology, 3.92
Mark Paracer Mark Paracer's The Phoenix Companies Experience 2006 - September 2009
Job Assistant Research Director, Retirement Plans at LIMRA
Industry Financial Services
Experience
LIMRA March 2015 - Present
LIMRA March 2012 - March 2015
ING April 2011 - March 2012
The Phoenix Companies 2006 - September 2009
Century Bank and Trust 2002 - 2006
North American Funds/American General August 2000 - November 2001
Putnam Investments 1998 - 2000
Skills
Fixed Annuities, Mutual Funds, Insurance, Retirement, Investments, Series 7, Series 63, Retirement Planning, Life Insurance, Strategic Financial..., Financial Services, Risk Management, Series 6, Wealth Management, Retirement Income, FINRA, 401k, Employee Benefits, Securities
Education
University of New Hampshire 1991 — 1995
BA, Economics
LIMRA March 2015 - Present
LIMRA March 2012 - March 2015
ING April 2011 - March 2012
The Phoenix Companies 2006 - September 2009
Century Bank and Trust 2002 - 2006
North American Funds/American General August 2000 - November 2001
Putnam Investments 1998 - 2000
Skills
Fixed Annuities, Mutual Funds, Insurance, Retirement, Investments, Series 7, Series 63, Retirement Planning, Life Insurance, Strategic Financial..., Financial Services, Risk Management, Series 6, Wealth Management, Retirement Income, FINRA, 401k, Employee Benefits, Securities
Education
University of New Hampshire 1991 — 1995
BA, Economics
Nancy Bresse Blomstrom's The Phoenix Companies Experience 1989 - 1990
Job Registered Sales Assistant @ Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
The Nielsen Company 2004 - 2009
Open Text 1995 - 1999
Campbell Services 1995 - 1998
United States Air Force 1983 - 1994
The Phoenix Companies 1989 - 1990
Education
University of Massachusetts, Amherst 1986 — 1989
Ameriprise Financial Services, Inc. February 2012 - Present
The Nielsen Company 2004 - 2009
Open Text 1995 - 1999
Campbell Services 1995 - 1998
United States Air Force 1983 - 1994
The Phoenix Companies 1989 - 1990
Education
University of Massachusetts, Amherst 1986 — 1989
Amy Samplatsky's The Phoenix Companies Experience June 1992 - August 2006
Job AVP Worksite Strategic Business Development at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group January 2015 - Present
MassMutual Financial Group October 2009 - December 2014
The Hartford September 2006 - January 2009
The Phoenix Companies June 1992 - August 2006
Skills
Competitive Intelligence, Market Research, Product Development, Strategic Planning, Account Management, Competitive Analysis, Market Analysis, Insurance, Analysis, Strategy, Product Management, Leadership, Project Planning, Financial Services, Sales, Marketing, Finance, Performance Management, Analytics, Data Analysis, Risk Management, Segmentation, Business Analysis
Education
University of Connecticut 1988 — 1992
BA
MassMutual Financial Group January 2015 - Present
MassMutual Financial Group October 2009 - December 2014
The Hartford September 2006 - January 2009
The Phoenix Companies June 1992 - August 2006
Skills
Competitive Intelligence, Market Research, Product Development, Strategic Planning, Account Management, Competitive Analysis, Market Analysis, Insurance, Analysis, Strategy, Product Management, Leadership, Project Planning, Financial Services, Sales, Marketing, Finance, Performance Management, Analytics, Data Analysis, Risk Management, Segmentation, Business Analysis
Education
University of Connecticut 1988 — 1992
BA
Eric Pahl's The Phoenix Companies Experience January 1997 - January 1998
Job Technology Architect
Industry Information Technology and Services
Experience
Farm Credit Financial Partners, Inc. July 2010 - Present
Western Massachusetts Microsoft Technology Group July 2010 - Present
Babson Capital Management December 2006 - July 2010
Landscape Vision 2006 - 2008
TRIAD Healthcare, Inc. 2006 - 2007
The Hartford 2002 - 2006
Connecticut Judicial Branch 1999 - 2002
United Health Care February 1998 - November 1998
The Phoenix Companies January 1997 - January 1998
Command Systems Inc. June 1994 - January 1998
Skills
C#, JavaScript, Microsoft SQL Server, ASP.NET, .NET, Silverlight, Agile Methodologies, VB.NET, Visual Studio, jQuery, Web Services, Software Development, SOA, WCF, SharePoint
Education
University of Massachusetts, Amherst 1986 — 1990
BS, Computer Science, Artificial Intelligence
Farm Credit Financial Partners, Inc. July 2010 - Present
Western Massachusetts Microsoft Technology Group July 2010 - Present
Babson Capital Management December 2006 - July 2010
Landscape Vision 2006 - 2008
TRIAD Healthcare, Inc. 2006 - 2007
The Hartford 2002 - 2006
Connecticut Judicial Branch 1999 - 2002
United Health Care February 1998 - November 1998
The Phoenix Companies January 1997 - January 1998
Command Systems Inc. June 1994 - January 1998
Skills
C#, JavaScript, Microsoft SQL Server, ASP.NET, .NET, Silverlight, Agile Methodologies, VB.NET, Visual Studio, jQuery, Web Services, Software Development, SOA, WCF, SharePoint
Education
University of Massachusetts, Amherst 1986 — 1990
BS, Computer Science, Artificial Intelligence
Kevin O'Brien, CFA Kevin O'Brien, CFA's The Phoenix Companies Experience February 1998 - February 1998
Job Consultant at Fiduciary Investment Advisors, LLC
Industry Investment Management
Experience
Fiduciary Investment Advisors, LLC May 2011 - Present
Baystate Health March 2007 - May 2011
Old Mutual Capital September 2006 - March 2007
Phoenix Investment Partners (now Virtus Investment Partners) February 2004 - September 2006
Phoenix Investment Partners August 2001 - February 2004
Phoenix Investment Partners February 1998 - August 2001
The Phoenix Companies February 1998 - February 1998
Skills
Investments, Portfolio Management, Fixed Income
Education
University of Massachusetts, Amherst 1995 — 1998
BBA, Finance, Economics
Fiduciary Investment Advisors, LLC May 2011 - Present
Baystate Health March 2007 - May 2011
Old Mutual Capital September 2006 - March 2007
Phoenix Investment Partners (now Virtus Investment Partners) February 2004 - September 2006
Phoenix Investment Partners August 2001 - February 2004
Phoenix Investment Partners February 1998 - August 2001
The Phoenix Companies February 1998 - February 1998
Skills
Investments, Portfolio Management, Fixed Income
Education
University of Massachusetts, Amherst 1995 — 1998
BBA, Finance, Economics
John Lohman, CFA John Lohman, CFA's The Phoenix Companies Experience 1982 - 1990
Job Parish Financial Liaison at Diocese of Springfield
Industry Investment Management
Experience
Diocese of Springfield 2015 - Present
The Hartford 2011 - 2013
MassMutual Financial Group 1990 - 2010
The Phoenix Companies 1982 - 1990
Dry Dock Savings Bank 1978 - 1980
Skills
Investments, Mutual Funds, Due Diligence, Financial Risk, Analysis, Strategy, Investment Management, Competitive Analysis, Fixed Income, Risk Management, Financial Services, Equities, Retirement Planning, Asset Allocation, Financial Reporting, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
Yale University 1974 — 1978
BA, History
Diocese of Springfield 2015 - Present
The Hartford 2011 - 2013
MassMutual Financial Group 1990 - 2010
The Phoenix Companies 1982 - 1990
Dry Dock Savings Bank 1978 - 1980
Skills
Investments, Mutual Funds, Due Diligence, Financial Risk, Analysis, Strategy, Investment Management, Competitive Analysis, Fixed Income, Risk Management, Financial Services, Equities, Retirement Planning, Asset Allocation, Financial Reporting, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
Yale University 1974 — 1978
BA, History
Heidy Pagan, Jr. Heidy Pagan, Jr.'s The Phoenix Companies Experience 1995 - 2009
Job Administrator at Orange County Public Schools
Industry Education Management
Experience
Orange County Public Schools January 2010 - Present
Phoenix Companies 1995 - July 2009
The Phoenix Companies 1995 - 2009
Phoenix Insurance Company 1995 - 2009
Education
University of Massachusetts, Amherst
MBA, Business Administration
Orange County Public Schools January 2010 - Present
Phoenix Companies 1995 - July 2009
The Phoenix Companies 1995 - 2009
Phoenix Insurance Company 1995 - 2009
Education
University of Massachusetts, Amherst
MBA, Business Administration
Dan Mangiapane Dan Mangiapane's The Phoenix Companies Experience January 2013 - April 2013
Job Accounting Services Assistant
Industry Accounting
Experience
Applegate May 2014 - Present
Applegate August 2014 - November 2014
DM Airport Service July 2012 - September 2014
The Phoenix Companies January 2013 - April 2013
Shelf Tech May 2011 - July 2011
Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Blogging, Online Research, Account Reconciliation, Time Management, Microsoft Powerpoint, PeopleSoft Financial, Analysis, Microsoft Dynamics AX, IBM AS/400, Trade Promotions
Education
The University of Connecticut School of Business 2011 — 2013
Bachelor of Science (BS), Accounting
Applegate May 2014 - Present
Applegate August 2014 - November 2014
DM Airport Service July 2012 - September 2014
The Phoenix Companies January 2013 - April 2013
Shelf Tech May 2011 - July 2011
Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Blogging, Online Research, Account Reconciliation, Time Management, Microsoft Powerpoint, PeopleSoft Financial, Analysis, Microsoft Dynamics AX, IBM AS/400, Trade Promotions
Education
The University of Connecticut School of Business 2011 — 2013
Bachelor of Science (BS), Accounting
Diane P. Bell Diane P. Bell's The Phoenix Companies Experience 2004 - 2005
Job CRPC®, CDFA™
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC 2008 - Present
Merrill Lynch 2006 - 2008
The Phoenix Companies 2004 - 2005
ING/Aeltus Investment Management, Inc. 1993 - 2004
Aetna Life & Casualty 1977 - 1992
Skills
Series 7, Retirement Planning, Securities, Insurance, Financial Services, Financial Advisory, Pensions, Finance, Uniform Combined State..., Long-term Care, Variable Annuities, Series 6, Asset Allocation, Mutual Funds, Wealth Management, Series 63
Education
University of Hartford
Bachelor of Science, MBA, Economics and Finance
Raymond James Financial Services, Inc., Member FINRA/SIPC 2008 - Present
Merrill Lynch 2006 - 2008
The Phoenix Companies 2004 - 2005
ING/Aeltus Investment Management, Inc. 1993 - 2004
Aetna Life & Casualty 1977 - 1992
Skills
Series 7, Retirement Planning, Securities, Insurance, Financial Services, Financial Advisory, Pensions, Finance, Uniform Combined State..., Long-term Care, Variable Annuities, Series 6, Asset Allocation, Mutual Funds, Wealth Management, Series 63
Education
University of Hartford
Bachelor of Science, MBA, Economics and Finance
Jean Caprara Jean Caprara's The Phoenix Companies Experience 2005 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
The Phoenix Companies 2005 - 2009
Charter One Bank 1998 - 2005
Charter One Bank 1999 - 2001
Education
The Sage Colleges-Sage College of Albany 1967 — 1969
Associates, Early child development
The Phoenix Companies 2005 - 2009
Charter One Bank 1998 - 2005
Charter One Bank 1999 - 2001
Education
The Sage Colleges-Sage College of Albany 1967 — 1969
Associates, Early child development
Linda Tajirian Linda Tajirian's The Phoenix Companies Experience April 1995 - April 2009
Job Graphic Design & Illustration
Industry Graphic Design
Experience
LQT Studio April 2009 - Present
The Phoenix Companies April 1995 - April 2009
Colebrook Design January 1990 - April 1995
Skills
Illustration, Digital Illustration, Logos, Vector Illustration, Illustrator, Logo Design, Posters, Typography, Communication Design, Graphic Design, Art Direction, InDesign, Graphics, Business Cards, Postcards, Book Covers, Icons, Adobe Creative Suite, Illustrators, QuarkXPress, Layout, Brochures, Print Collateral, Publications, Corporate Identity, Invitations, Adobe Acrobat, Pre-press, Print, Photoshop
Education
University of Hartford 2008 — 2010
MFA, Illustration
University of Hartford 1975 — 1978
BFA, Graphic Design/Fine Arts
LQT Studio April 2009 - Present
The Phoenix Companies April 1995 - April 2009
Colebrook Design January 1990 - April 1995
Skills
Illustration, Digital Illustration, Logos, Vector Illustration, Illustrator, Logo Design, Posters, Typography, Communication Design, Graphic Design, Art Direction, InDesign, Graphics, Business Cards, Postcards, Book Covers, Icons, Adobe Creative Suite, Illustrators, QuarkXPress, Layout, Brochures, Print Collateral, Publications, Corporate Identity, Invitations, Adobe Acrobat, Pre-press, Print, Photoshop
Education
University of Hartford 2008 — 2010
MFA, Illustration
University of Hartford 1975 — 1978
BFA, Graphic Design/Fine Arts
Rob Cathcart's The Phoenix Companies Experience 1982 - 1992
Job Investment Advisor
Industry Financial Services
Experience
Pembroke Academy February 2015 - Present
Infinex Financial Group November 2013 - Present
Harvest Capital, LLC June 2011 - November 2013
Goffstown Area High School September 2001 - January 2011
Mass Mutual May 1992 - December 2007
The Phoenix Companies 1982 - 1992
Education
University of Massachusetts at Lowell 1977 — 1981
BA, English, Business
Springfield College 1976 — 1977
Masconomet Regional High School 1972 — 1976
Pembroke Academy February 2015 - Present
Infinex Financial Group November 2013 - Present
Harvest Capital, LLC June 2011 - November 2013
Goffstown Area High School September 2001 - January 2011
Mass Mutual May 1992 - December 2007
The Phoenix Companies 1982 - 1992
Education
University of Massachusetts at Lowell 1977 — 1981
BA, English, Business
Springfield College 1976 — 1977
Masconomet Regional High School 1972 — 1976
Dave Turley Dave Turley's The Phoenix Companies Experience January 2004 - December 2004
Job District Manager / Principal at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance March 2014 - Present
Farmers Insurance April 2013 - March 2014
Marsh November 2011 - March 2013
State Farm Insurance January 2005 - October 2011
The Phoenix Companies January 2004 - December 2004
Nationwide Financial July 1996 - December 2003
Skills
Insurance, Commercial Insurance, Property & Casualty..., Professional Liability, Underwriting, Life Insurance, Strategic Consulting, Relationship Management, Financial Services, Commercial Lines, Registered Principal, Workers Compensation, Strategic Planning, Series 6, Series 26, Series 63, Variable Annuities, Mutual Funds, 401k, Fixed Annuities, Marketing, Insurance Brokerage, Wealth Management, Small Business, Umbrella, Estate Planning, General Liability, Employee Benefits, Enterprise Risk..., Employment Practices..., D&O, Inland Marine, Errors & Omissions, Construction Risk, Legal Liability, General Insurance, Umbrella Insurance, Risk Management, Disability Insurance
Education
The Ohio State University 1990 — 1995
B.S., Personal Financial Management
Farmers Insurance March 2014 - Present
Farmers Insurance April 2013 - March 2014
Marsh November 2011 - March 2013
State Farm Insurance January 2005 - October 2011
The Phoenix Companies January 2004 - December 2004
Nationwide Financial July 1996 - December 2003
Skills
Insurance, Commercial Insurance, Property & Casualty..., Professional Liability, Underwriting, Life Insurance, Strategic Consulting, Relationship Management, Financial Services, Commercial Lines, Registered Principal, Workers Compensation, Strategic Planning, Series 6, Series 26, Series 63, Variable Annuities, Mutual Funds, 401k, Fixed Annuities, Marketing, Insurance Brokerage, Wealth Management, Small Business, Umbrella, Estate Planning, General Liability, Employee Benefits, Enterprise Risk..., Employment Practices..., D&O, Inland Marine, Errors & Omissions, Construction Risk, Legal Liability, General Insurance, Umbrella Insurance, Risk Management, Disability Insurance
Education
The Ohio State University 1990 — 1995
B.S., Personal Financial Management
Coleman Ross Coleman Ross's The Phoenix Companies Experience April 2002 - December 2003
Job Independent Director and Audit Committee Chair
Industry Financial Services
Experience
American Roads January 2014 - Present
Syncora Holdings Ltd. August 2006 - Present
Pan-American Life Insurance Group May 2006 - Present
CATIC January 2006 - October 2014
NCCI May 2004 - May 2010
Omega Insurance Holding Limited March 2009 - March 2010
The Phoenix Companies April 2002 - December 2003
Trenwick Group Ltd June 2000 - March 2002
PricewaterhouseCoopers July 1965 - June 1999
Skills
Audit Committee, Strategic Planning, Insurance, Financial Analysis, Investments, Directorship, Risk Management, Enterprise Risk..., Auditing, Financial Reporting, Mergers, Valuation, Internal Audit, Treasury, Financial Services, Finance, Budgets, Business Process..., Mergers & Acquisitions, Process Improvement, Corporate Finance, Corporate Governance, Leadership, SEC filings, Financial Accounting, Accounting, Internal Controls, Asset Management, Tax, CPA, Sarbanes-Oxley Act, Financial Modeling, Investor Relations, Due Diligence, Governance, Financial Risk, Managerial Finance, Strategic Financial..., Executive Management
Education
The American College 2002 — 2008
MSFS, Financial Services
Trinity College-Hartford 1998 — 2006
MA, Economics
University of North Carolina at Chapel Hill 1994 — 1994
Kenan-Flagler Business School Advanced Management Program
University of North Carolina at Chapel Hill 1961 — 1965
BSBA, Business Administration, Accounting
American Roads January 2014 - Present
Syncora Holdings Ltd. August 2006 - Present
Pan-American Life Insurance Group May 2006 - Present
CATIC January 2006 - October 2014
NCCI May 2004 - May 2010
Omega Insurance Holding Limited March 2009 - March 2010
The Phoenix Companies April 2002 - December 2003
Trenwick Group Ltd June 2000 - March 2002
PricewaterhouseCoopers July 1965 - June 1999
Skills
Audit Committee, Strategic Planning, Insurance, Financial Analysis, Investments, Directorship, Risk Management, Enterprise Risk..., Auditing, Financial Reporting, Mergers, Valuation, Internal Audit, Treasury, Financial Services, Finance, Budgets, Business Process..., Mergers & Acquisitions, Process Improvement, Corporate Finance, Corporate Governance, Leadership, SEC filings, Financial Accounting, Accounting, Internal Controls, Asset Management, Tax, CPA, Sarbanes-Oxley Act, Financial Modeling, Investor Relations, Due Diligence, Governance, Financial Risk, Managerial Finance, Strategic Financial..., Executive Management
Education
The American College 2002 — 2008
MSFS, Financial Services
Trinity College-Hartford 1998 — 2006
MA, Economics
University of North Carolina at Chapel Hill 1994 — 1994
Kenan-Flagler Business School Advanced Management Program
University of North Carolina at Chapel Hill 1961 — 1965
BSBA, Business Administration, Accounting
Mauricio Suarez Mauricio Suarez's The Phoenix Companies Experience April 1986 - December 1987
Job Employee Benefits Professional Specializing in Defined Benefit and Health and Welfare Administration.
Industry Outsourcing/Offshoring
Experience
Xerox December 2012 - Present
Xerox August 2010 - November 2012
Hewlett-Packard August 2008 - July 2010
Electronic Data Systems March 2002 - July 2008
Towers Watson (Formerly Towers Perrin) December 1997 - February 2002
Towers Watson (Formerly Towers Perrin) August 1994 - November 1997
US Airways January 1990 - July 1994
Office Specialists / Pension Benefit Guarantee Corporation September 1988 - January 1990
Federaly Insured Savings Network January 1988 - August 1988
The Phoenix Companies April 1986 - December 1987
Skills
Vendor Management, CRM, SDLC, Process Improvement, Project Management, Benefits Administration, Customer Service, Outsourcing, Service Delivery, Change Management, Requirements Analysis, Business Analysis, Training, Program Management, Account Management, Team Building, Microsoft Office, Business Process..., Strategy, Employee Benefits, Team Management, Team Leadership, Customer Satisfaction, Management, Software Project..., Call Centers, Performance Management, BPO, Cross-functional Team..., Recruiting, Defined Benefit, Operations Management, Employee Relations, Offshoring, Employee Engagement, Business Process, Customer Experience, Coaching, Workforce Management, Leadership Development, Sla, Business Transformation
Education
University of Pittsburgh 1981 — 1985
Bachelor of Science, Business / Psychology - Dual Major, Graduated cum laude
Xerox December 2012 - Present
Xerox August 2010 - November 2012
Hewlett-Packard August 2008 - July 2010
Electronic Data Systems March 2002 - July 2008
Towers Watson (Formerly Towers Perrin) December 1997 - February 2002
Towers Watson (Formerly Towers Perrin) August 1994 - November 1997
US Airways January 1990 - July 1994
Office Specialists / Pension Benefit Guarantee Corporation September 1988 - January 1990
Federaly Insured Savings Network January 1988 - August 1988
The Phoenix Companies April 1986 - December 1987
Skills
Vendor Management, CRM, SDLC, Process Improvement, Project Management, Benefits Administration, Customer Service, Outsourcing, Service Delivery, Change Management, Requirements Analysis, Business Analysis, Training, Program Management, Account Management, Team Building, Microsoft Office, Business Process..., Strategy, Employee Benefits, Team Management, Team Leadership, Customer Satisfaction, Management, Software Project..., Call Centers, Performance Management, BPO, Cross-functional Team..., Recruiting, Defined Benefit, Operations Management, Employee Relations, Offshoring, Employee Engagement, Business Process, Customer Experience, Coaching, Workforce Management, Leadership Development, Sla, Business Transformation
Education
University of Pittsburgh 1981 — 1985
Bachelor of Science, Business / Psychology - Dual Major, Graduated cum laude
Susan Fundock Susan Fundock's The Phoenix Companies Experience January 1984 - March 1998
Job Senior Business Analyst at Travelers
Industry Information Technology and Services
Experience
Travelers September 2010 - Present
TEKsystems January 2010 - September 2010
The Hartford 1999 - May 2010
PricewaterhouseCoopers March 1999 - August 1999
The Systems Group April 1998 - December 1998
The Phoenix Companies January 1984 - March 1998
Skills
SDLC, Insurance, Documentation, Requirements Gathering, Requirements Analysis, Business Requirements, Business Analysis, PMP, Software Documentation, Quality Assurance, Process Improvement, Visio, Program Management, Business Process, Analysis, Databases, Project Planning, Management, Testing, SharePoint, Vendor Management, Systems Analysis, Business Process..., Project Portfolio..., COBOL, Business Intelligence
Education
Rutgers University-New Brunswick 1974 — 1978
B.S., Animal Science
Travelers September 2010 - Present
TEKsystems January 2010 - September 2010
The Hartford 1999 - May 2010
PricewaterhouseCoopers March 1999 - August 1999
The Systems Group April 1998 - December 1998
The Phoenix Companies January 1984 - March 1998
Skills
SDLC, Insurance, Documentation, Requirements Gathering, Requirements Analysis, Business Requirements, Business Analysis, PMP, Software Documentation, Quality Assurance, Process Improvement, Visio, Program Management, Business Process, Analysis, Databases, Project Planning, Management, Testing, SharePoint, Vendor Management, Systems Analysis, Business Process..., Project Portfolio..., COBOL, Business Intelligence
Education
Rutgers University-New Brunswick 1974 — 1978
B.S., Animal Science
Rob Ruinen Rob Ruinen's The Phoenix Companies Experience August 1991 - January 1997
Job Area Senior Vice President at Arthur J. Gallagher & Co
Industry Insurance
Experience
Arthur J. Gallagher & Co. August 2010 - Present
Sun Life Financial January 2007 - March 2010
Genworth Financial June 2004 - January 2007
GE Capital January 1997 - January 2001
The Phoenix Companies August 1991 - January 1997
Skills
Employee Benefits, Strategic Planning, Insurance, Risk Management, Cost Containment, Business Strategy, Disability Insurance, Strategy, Management, Human Resources, Recruiting, Employee Engagement, Sales, Underwriting, Marketing, Health Insurance, Health Savings Accounts
Education
The University of Georgia 1987 — 1991
BBA, Risk Management and Insurance
Arthur J. Gallagher & Co. August 2010 - Present
Sun Life Financial January 2007 - March 2010
Genworth Financial June 2004 - January 2007
GE Capital January 1997 - January 2001
The Phoenix Companies August 1991 - January 1997
Skills
Employee Benefits, Strategic Planning, Insurance, Risk Management, Cost Containment, Business Strategy, Disability Insurance, Strategy, Management, Human Resources, Recruiting, Employee Engagement, Sales, Underwriting, Marketing, Health Insurance, Health Savings Accounts
Education
The University of Georgia 1987 — 1991
BBA, Risk Management and Insurance
Mike Puckly Mike Puckly's The Phoenix Companies Experience 1984 - 2007
Job Financial Advisor at Lifeline Financial, LLC
Industry Financial Services
Experience
Lifeline Financial, LLC November 2007 - Present
Phoenix Life Insurance Company 1984 - 2007
The Phoenix Companies 1984 - 2007
Skills
Long Term Care, Financial Planning, Annuities, Insurance, Wealth Management, Estate Planning, Mutual Funds, Fixed Annuities, Retirement
Education
Rensselaer Polytechnic Institute at Hartford 1986 — 1992
MBA, International Business
Thiel College 1980 — 1983
BA, Actuarial Studies
Lifeline Financial, LLC November 2007 - Present
Phoenix Life Insurance Company 1984 - 2007
The Phoenix Companies 1984 - 2007
Skills
Long Term Care, Financial Planning, Annuities, Insurance, Wealth Management, Estate Planning, Mutual Funds, Fixed Annuities, Retirement
Education
Rensselaer Polytechnic Institute at Hartford 1986 — 1992
MBA, International Business
Thiel College 1980 — 1983
BA, Actuarial Studies
Pam Kassel Pam Kassel's The Phoenix Companies Experience 1986 - 2009
Job Owner of PamIm Software
Industry Computer Software
Experience
PamIm Software January 2010 - Present
Phoenix Life Insurance 1986 - 2009
The Phoenix Companies 1986 - 2009
Education
Stockton University 1973 — 1977
BS
PamIm Software January 2010 - Present
Phoenix Life Insurance 1986 - 2009
The Phoenix Companies 1986 - 2009
Education
Stockton University 1973 — 1977
BS
Melinda Savage's The Phoenix Companies Experience August 1996 - January 2010
Job VP, Talent, Diversity & Learning at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America August 2015 - Present
The Prudential Insurance Company of America January 2013 - Present
Hartford Life January 2010 - January 2013
The Phoenix Companies August 1996 - January 2010
Skills
Recruiting, Training, Life Insurance, Talent Management, Insurance, Sales, Leadership Development, Sales Force Development, Behavioral Interviewing, Sales Management...
Education
University of Georgia - Terry College of Business
Bachelor's Degree, Risk Management and Insurance
The Prudential Insurance Company of America August 2015 - Present
The Prudential Insurance Company of America January 2013 - Present
Hartford Life January 2010 - January 2013
The Phoenix Companies August 1996 - January 2010
Skills
Recruiting, Training, Life Insurance, Talent Management, Insurance, Sales, Leadership Development, Sales Force Development, Behavioral Interviewing, Sales Management...
Education
University of Georgia - Terry College of Business
Bachelor's Degree, Risk Management and Insurance
Joe Sterling Joe Sterling's The Phoenix Companies Experience January 2001 - June 2003
Job Sr Vendor Contract Manager at The Hartford
Industry Insurance
Experience
The Hartford June 2014 - Present
The Hartford Insurance Group July 2008 - December 2013
ING July 2005 - June 2008
multiple Hartford area insurance companies 2003 - 2005
The Phoenix Companies January 2001 - June 2003
Aetna 1978 - 1994
Aetna 1978 - 1994
Skills
Strategy, Management Consulting, BPO, Project Planning, Vendor Management, Project Portfolio..., Program Management, PMO, SDLC, Business Analysis, Process Improvement, Change Management, Business Process..., Risk Management, IT Strategy, PMP, Governance
Education
University of Hartford 1963 — 1967
Bachelor of Arts (B.A.), Political Science and Government
University of Arizona
The Hartford June 2014 - Present
The Hartford Insurance Group July 2008 - December 2013
ING July 2005 - June 2008
multiple Hartford area insurance companies 2003 - 2005
The Phoenix Companies January 2001 - June 2003
Aetna 1978 - 1994
Aetna 1978 - 1994
Skills
Strategy, Management Consulting, BPO, Project Planning, Vendor Management, Project Portfolio..., Program Management, PMO, SDLC, Business Analysis, Process Improvement, Change Management, Business Process..., Risk Management, IT Strategy, PMP, Governance
Education
University of Hartford 1963 — 1967
Bachelor of Arts (B.A.), Political Science and Government
University of Arizona
Jane Driscoll Jane Driscoll's The Phoenix Companies Experience 2004 - Present
Job 2VP, Corporate Communications, The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies 2004 - Present
The Phoenix Companies 1993 - 2004
Greater Hartford Chamber of Commerce 1982 - 1993
Skills
Strategic Communications, Philanthropy, Fundraising, Marketing Communications, Corporate Social..., Media Relations, Public Speaking, Communication Training, Speech Writing, Strategic Planning, Leadership Development, Leadership, Employee Engagement, Corporate Communications, Employee Communications
Education
The University of Connecticut School of Social Work
MSW, Community Mobilization; Administration
Smith College
B.A., Psychology
St. Paul High School
The Phoenix Companies 2004 - Present
The Phoenix Companies 1993 - 2004
Greater Hartford Chamber of Commerce 1982 - 1993
Skills
Strategic Communications, Philanthropy, Fundraising, Marketing Communications, Corporate Social..., Media Relations, Public Speaking, Communication Training, Speech Writing, Strategic Planning, Leadership Development, Leadership, Employee Engagement, Corporate Communications, Employee Communications
Education
The University of Connecticut School of Social Work
MSW, Community Mobilization; Administration
Smith College
B.A., Psychology
St. Paul High School
Shauna Buckley's The Phoenix Companies Experience September 2011 - February 2014
Job Senior Business Analyst at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company February 2014 - Present
The Phoenix Companies September 2011 - February 2014
Union Street Tavern January 2008 - September 2011
Southern Connecticut State University January 2008 - May 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Customer Service, Higher Education, Data Analysis, Statistics, Analysis, Insurance, Leadership, Requirements Analysis, Business Analysis, Testing, Life Insurance, Risk Management, Process Improvement, Actuarial Science
Education
University of Phoenix 2011 — 2013
Master of Business Administration (MBA), 3.92
Southern Connecticut State University 2004 — 2009
Bachelors of Science, Mathematics
Phoenix Life Insurance Company February 2014 - Present
The Phoenix Companies September 2011 - February 2014
Union Street Tavern January 2008 - September 2011
Southern Connecticut State University January 2008 - May 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Customer Service, Higher Education, Data Analysis, Statistics, Analysis, Insurance, Leadership, Requirements Analysis, Business Analysis, Testing, Life Insurance, Risk Management, Process Improvement, Actuarial Science
Education
University of Phoenix 2011 — 2013
Master of Business Administration (MBA), 3.92
Southern Connecticut State University 2004 — 2009
Bachelors of Science, Mathematics
Mark Gunn, CLU Mark Gunn, CLU's The Phoenix Companies Experience 2006 - 2009
Job Regional Sales Director, Ohio National Financial Services, Life Insurance Brokerage
Industry Financial Services
Experience
Ohio National Financial Services April 2015 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - March 2015
Mass Mutual March 2011 - July 2012
Saybrus Partners/ The PHOENIX Companies 2010 - 2011
Highland Capital Brokerage 2009 - 2010
First Legacy Partners, LLC 2009 - 2009
The PHOENIX Companies 2006 - 2009
Mass Mutual/S.E. Financial Group 2004 - 2006
New England Financial-Pittman Financial Partners 1996 - 2004
New York Life Insurance Company March 1988 - August 1996
Skills
Retirement, Insurance, Securities, Employee Benefits, Annuity, Long Term Care, Mutual Funds, Wealth Management, Estate Planning, Life Insurance, Fixed Annuities, Finance, Series 63, Term Life Insurance, Underwriting, Asset Allocation, Long-term Care, Financial Advisory, Retirement Planning, Brokers, Series 6, Disability Insurance, 401k, Investments, Financial Planners, Series 7, Strategic Financial..., IRAs, Alternative Investments, Financial Services, Investment Advisory, Long Term Care Insurance, Financial Planning
Education
The American College 1990 — 1996
CLU, Insurance
University of Mississippi 1980 — 1984
B.A., Major:English; Minor: Business/Pol.Sci
Ohio National Financial Services April 2015 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - March 2015
Mass Mutual March 2011 - July 2012
Saybrus Partners/ The PHOENIX Companies 2010 - 2011
Highland Capital Brokerage 2009 - 2010
First Legacy Partners, LLC 2009 - 2009
The PHOENIX Companies 2006 - 2009
Mass Mutual/S.E. Financial Group 2004 - 2006
New England Financial-Pittman Financial Partners 1996 - 2004
New York Life Insurance Company March 1988 - August 1996
Skills
Retirement, Insurance, Securities, Employee Benefits, Annuity, Long Term Care, Mutual Funds, Wealth Management, Estate Planning, Life Insurance, Fixed Annuities, Finance, Series 63, Term Life Insurance, Underwriting, Asset Allocation, Long-term Care, Financial Advisory, Retirement Planning, Brokers, Series 6, Disability Insurance, 401k, Investments, Financial Planners, Series 7, Strategic Financial..., IRAs, Alternative Investments, Financial Services, Investment Advisory, Long Term Care Insurance, Financial Planning
Education
The American College 1990 — 1996
CLU, Insurance
University of Mississippi 1980 — 1984
B.A., Major:English; Minor: Business/Pol.Sci
Carlton Nelson, CIMA Carlton Nelson, CIMA's The Phoenix Companies Experience April 2009 - October 2009
Job Internal Sales Consultant, Team Lead Northeast Region at Saybrus Partners
Industry Insurance
Experience
Saybrus Partners October 2009 - Present
The Phoenix Companies April 2009 - October 2009
The Phoenix Companies January 2006 - April 2009
Phoenix Investment Partners December 2000 - December 2005
Education
University of Connecticut
Bachelor's Degree, Corporate & Organizational Studies
Saybrus Partners October 2009 - Present
The Phoenix Companies April 2009 - October 2009
The Phoenix Companies January 2006 - April 2009
Phoenix Investment Partners December 2000 - December 2005
Education
University of Connecticut
Bachelor's Degree, Corporate & Organizational Studies
Sue Drummey's The Phoenix Companies Experience 1991 - 2007
Job Continuous Improvement Leader
Industry Financial Services
Experience
Aetna September 2011 - Present
MassMutual Financial Group April 2007 - September 2011
The Phoenix Companies 1991 - 2007
Human Performance Technologies, Inc. December 2000 - June 2002
Skills
Change Management, Lean Initiatives, Process Improvement, Six Sigma, Lean Six Sigma Training, Lean Six Sigma Project..., Lean Transformation, Lean Manufacturing, Operational Excellence, Quality Assurance, Business Process..., Business Process, Business Strategy, Training, Visio, Business Process Mapping, Leadership, Product Development, Continuous Improvement, Program Management, Vendor Management, Cross-functional Team..., Business Analysis, Process Engineering, Risk Management, Strategy, Financial Services, Business Requirements, Analysis, Management Consulting, Project Portfolio..., Insurance, SDLC, Performance Management, Business Transformation, Project Management, PMO, Software Documentation, Operations Management, Resource Management, Requirements Gathering, Black Belt, Management, Metrics, PMP, Organizational..., Data Analysis, Performance Improvement
Education
Villanova University 2010 — 2010
MBB, Lean Six Sigma
Penn State University 1984 — 1986
M.A., Comparative Literature
Trinity University-Washington 1980 — 1984
B.A., English and Spanish
Aetna September 2011 - Present
MassMutual Financial Group April 2007 - September 2011
The Phoenix Companies 1991 - 2007
Human Performance Technologies, Inc. December 2000 - June 2002
Skills
Change Management, Lean Initiatives, Process Improvement, Six Sigma, Lean Six Sigma Training, Lean Six Sigma Project..., Lean Transformation, Lean Manufacturing, Operational Excellence, Quality Assurance, Business Process..., Business Process, Business Strategy, Training, Visio, Business Process Mapping, Leadership, Product Development, Continuous Improvement, Program Management, Vendor Management, Cross-functional Team..., Business Analysis, Process Engineering, Risk Management, Strategy, Financial Services, Business Requirements, Analysis, Management Consulting, Project Portfolio..., Insurance, SDLC, Performance Management, Business Transformation, Project Management, PMO, Software Documentation, Operations Management, Resource Management, Requirements Gathering, Black Belt, Management, Metrics, PMP, Organizational..., Data Analysis, Performance Improvement
Education
Villanova University 2010 — 2010
MBB, Lean Six Sigma
Penn State University 1984 — 1986
M.A., Comparative Literature
Trinity University-Washington 1980 — 1984
B.A., English and Spanish
Clifford Haugen Clifford Haugen's The Phoenix Companies Experience February 2004 - September 2008
Job Portfolio Manager (CFA) + Principal at Burke Lawton Brewer & Burke
Industry Financial Services
Experience
Burke Lawton Brewer & Burke September 2008 - Present
The Phoenix Companies February 2004 - September 2008
The Phoenix Companies February 2004 - September 2008
The Phoenix Companies January 2003 - February 2004
Walnut Asset Management May 2001 - December 2002
Skills
Portfolio Management, Organizational..., Turnaround Strategy, Equity Research, Project Planning, Asset Managment, Investments, Risk Management, Financial Analysis, Wealth Management, Hedge Funds, Asset Management
Education
University of Pennsylvania 2000 — 2001
Masters of Science in Engineering, Systems Engineering
University of Pennsylvania 1996 — 2001
Bachelor of Science in Economics, Entrepreneurial Management and Risk Management
University of Pennsylvania 1996 — 2001
Bachelor of Science in Engineering, Systems Engineering
Burke Lawton Brewer & Burke September 2008 - Present
The Phoenix Companies February 2004 - September 2008
The Phoenix Companies February 2004 - September 2008
The Phoenix Companies January 2003 - February 2004
Walnut Asset Management May 2001 - December 2002
Skills
Portfolio Management, Organizational..., Turnaround Strategy, Equity Research, Project Planning, Asset Managment, Investments, Risk Management, Financial Analysis, Wealth Management, Hedge Funds, Asset Management
Education
University of Pennsylvania 2000 — 2001
Masters of Science in Engineering, Systems Engineering
University of Pennsylvania 1996 — 2001
Bachelor of Science in Economics, Entrepreneurial Management and Risk Management
University of Pennsylvania 1996 — 2001
Bachelor of Science in Engineering, Systems Engineering
Jack Sharry Jack Sharry's The Phoenix Companies Experience November 2004 - August 2008
Job Executive Vice President at LifeYield, LLC
Industry Financial Services
Experience
MMI October 2014 - Present
LifeYield LLC November 2008 - Present
Becket-Chimney Corners YMCA Camps 2005 - July 2013
The Phoenix Companies November 2004 - August 2008
Phoenix Life Insurance Company 1995 - 2008
Phoenix Investment Partners 1995 - 2004
Putnam Investments December 1992 - November 1995
Morgan Stanley September 1985 - December 1992
Dean Witter 1985 - 1992
The Holden Group 1983 - 1985
Skills
Wealth Management, Series 7, Asset Managment, Alternative Investments, Asset Allocation, Series 63, Investments, Mutual Funds, Fixed Annuities, Retirement, Business Strategy, Financial Services, ETFs, Asset Management, Securities, Financial Advisory, Retirement Planning, Investment Management, 401k, Portfolio Management, Insurance, Strategy, Investment Advisory, Hedge Funds, Series 24, Estate Planning, FINRA, Investment Strategies, Personal Finance, Series 6, Separately Managed..., Series 65, Equities, Strategic Financial..., Product Marketing, Product Management, Bonds, Leadership, Relationship Management, Wealth, Investor Relations, Financial Planning
Education
The University of Connecticut 1970 — 1974
BA, English
MMI October 2014 - Present
LifeYield LLC November 2008 - Present
Becket-Chimney Corners YMCA Camps 2005 - July 2013
The Phoenix Companies November 2004 - August 2008
Phoenix Life Insurance Company 1995 - 2008
Phoenix Investment Partners 1995 - 2004
Putnam Investments December 1992 - November 1995
Morgan Stanley September 1985 - December 1992
Dean Witter 1985 - 1992
The Holden Group 1983 - 1985
Skills
Wealth Management, Series 7, Asset Managment, Alternative Investments, Asset Allocation, Series 63, Investments, Mutual Funds, Fixed Annuities, Retirement, Business Strategy, Financial Services, ETFs, Asset Management, Securities, Financial Advisory, Retirement Planning, Investment Management, 401k, Portfolio Management, Insurance, Strategy, Investment Advisory, Hedge Funds, Series 24, Estate Planning, FINRA, Investment Strategies, Personal Finance, Series 6, Separately Managed..., Series 65, Equities, Strategic Financial..., Product Marketing, Product Management, Bonds, Leadership, Relationship Management, Wealth, Investor Relations, Financial Planning
Education
The University of Connecticut 1970 — 1974
BA, English
Judy Duncan Judy Duncan's The Phoenix Companies Experience 2008 - March 2010
Job Sr Change Management and Readiness Lead for ESP Program at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group June 2014 - Present
GSS Infotech October 2013 - June 2014
Phoenix Life Insurance Company 2010 - June 2013
The Phoenix Companies 2008 - March 2010
MassMutual January 1995 - December 2007
MassMutual May 1999 - July 2003
Skills
Strategy, Cross-functional Team..., Program Management, Leadership, Management, Project Management, Six Sigma, Enterprise Software, Business Strategy, Operations Management, Human Resources, Strategic Planning, Start-ups, Budgets, Product Development, Project Portfolio..., PMO, Business Process..., Consulting, Mergers & Acquisitions, Vendor Management, Change Management, Process Improvement, Insurance, Financial Services
Education
University of Massachusetts, Amherst
MassMutual Financial Group June 2014 - Present
GSS Infotech October 2013 - June 2014
Phoenix Life Insurance Company 2010 - June 2013
The Phoenix Companies 2008 - March 2010
MassMutual January 1995 - December 2007
MassMutual May 1999 - July 2003
Skills
Strategy, Cross-functional Team..., Program Management, Leadership, Management, Project Management, Six Sigma, Enterprise Software, Business Strategy, Operations Management, Human Resources, Strategic Planning, Start-ups, Budgets, Product Development, Project Portfolio..., PMO, Business Process..., Consulting, Mergers & Acquisitions, Vendor Management, Change Management, Process Improvement, Insurance, Financial Services
Education
University of Massachusetts, Amherst
Gail Holmes, CPA's The Phoenix Companies Experience May 2004 - August 2009
Job Compliance Consultant (Temporary) at iHealth Inc, a DSM Company
Industry Financial Services
Experience
i-Health Inc, a DSM Company November 2013 - Present
WellPoint, Inc. July 2011 - May 2013
Hartford Steam Boiler June 2011 - July 2011
XL Global Services December 2010 - February 2011
Otis, A United Technology Company October 2009 - April 2010
The Phoenix Companies May 2004 - August 2009
The Phoenix Companies February 2002 - May 2004
CIGNA Healthcare August 2000 - June 2001
Aetna October 1996 - August 2000
Aetna, INC. August 1993 - October 1996
Skills
SOX, Internal Controls, Audit, Policy, Budgeting, Auditing, Sarbanes-Oxley Act, Budgets, Human Resources, Internal Audit, Business Process..., Accounting, Financial Reporting, Financial Analysis, Analysis, Training, Business Process, Financial Risk, Forecasting, Management, Finance, Risk Assessment, Strategy, Banking, Financial Audits, Sarbanes-Oxley, Cross-functional Team..., Risk Management, Project Management, Project Planning, Managerial Finance, Process Improvement, Strategic Financial..., Enterprise Risk..., US GAAP, CPA, GAAP, Variance Analysis, Mergers & Acquisitions, Financial Planning
Education
University of Hartford 1988 — 1990
MBA, BS, Finance, Accounting
i-Health Inc, a DSM Company November 2013 - Present
WellPoint, Inc. July 2011 - May 2013
Hartford Steam Boiler June 2011 - July 2011
XL Global Services December 2010 - February 2011
Otis, A United Technology Company October 2009 - April 2010
The Phoenix Companies May 2004 - August 2009
The Phoenix Companies February 2002 - May 2004
CIGNA Healthcare August 2000 - June 2001
Aetna October 1996 - August 2000
Aetna, INC. August 1993 - October 1996
Skills
SOX, Internal Controls, Audit, Policy, Budgeting, Auditing, Sarbanes-Oxley Act, Budgets, Human Resources, Internal Audit, Business Process..., Accounting, Financial Reporting, Financial Analysis, Analysis, Training, Business Process, Financial Risk, Forecasting, Management, Finance, Risk Assessment, Strategy, Banking, Financial Audits, Sarbanes-Oxley, Cross-functional Team..., Risk Management, Project Management, Project Planning, Managerial Finance, Process Improvement, Strategic Financial..., Enterprise Risk..., US GAAP, CPA, GAAP, Variance Analysis, Mergers & Acquisitions, Financial Planning
Education
University of Hartford 1988 — 1990
MBA, BS, Finance, Accounting
Julia Bishop Julia Bishop's The Phoenix Companies Experience September 2009 - October 2010
Job Problem Solver ◆ Coordinator ◆ Logistics Manager
Industry Higher Education
Experience
Comunidad de Madrid October 2013 - July 2015
Deloitte Consulting November 2010 - July 2013
The Phoenix Companies September 2009 - October 2010
State Farm Insurance January 2008 - December 2008
Skills
Actuarial Science, Access, Microsoft Excel, Financial Analysis, Process Improvement, Data Analysis, Financial Reporting, Life Insurance, Strategy, Public Speaking
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Science, Actuarial Science, Business
CEA Global Education - Barcelona, Spain
Intermediate Spanish
Comunidad de Madrid October 2013 - July 2015
Deloitte Consulting November 2010 - July 2013
The Phoenix Companies September 2009 - October 2010
State Farm Insurance January 2008 - December 2008
Skills
Actuarial Science, Access, Microsoft Excel, Financial Analysis, Process Improvement, Data Analysis, Financial Reporting, Life Insurance, Strategy, Public Speaking
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Science, Actuarial Science, Business
CEA Global Education - Barcelona, Spain
Intermediate Spanish
Derek Alexander's The Phoenix Companies Experience April 2001 - January 2006
Job ManagerVariable Funds Management
Industry Investment Management
Experience
MassMutual Financial Group Manager- Variable Funds ManagmentPhoenix Life Insurance CompanyApril 2008 - May 2009
Phoenix Life February 2006 - April 2008
The Phoenix Companies April 2001 - January 2006
American Express January 2001 - April 2002
Skills
Portfolio Management, Asset Allocation, Mutual Funds, Leadership, Strategic Financial..., Fixed Annuities, 401k, Securities, Investments, Sales Operations, Management, Customer Service, Retirement Planning, Series 63, Employee Benefits, Series 6, Insurance, Financial Advisory, Marketing, Financial Services, Sales, Retirement
Education
University of Houston 1995 — 1999
MassMutual Financial Group Manager- Variable Funds ManagmentPhoenix Life Insurance CompanyApril 2008 - May 2009
Phoenix Life February 2006 - April 2008
The Phoenix Companies April 2001 - January 2006
American Express January 2001 - April 2002
Skills
Portfolio Management, Asset Allocation, Mutual Funds, Leadership, Strategic Financial..., Fixed Annuities, 401k, Securities, Investments, Sales Operations, Management, Customer Service, Retirement Planning, Series 63, Employee Benefits, Series 6, Insurance, Financial Advisory, Marketing, Financial Services, Sales, Retirement
Education
University of Houston 1995 — 1999
Michael Rosadino's The Phoenix Companies Experience September 2001 - June 2005
Job Senior Data Architect for ESPN
Industry Broadcast Media
Experience
ESPN October 2010 - Present
Aetna June 2005 - November 2010
The Phoenix Companies September 2001 - June 2005
Metaserver July 2000 - August 2001
Med-Ecom October 1999 - June 2000
Gerber Technology 1996 - 1999
Liberty Bank October 1993 - June 1995
Education
The University of Connecticut School of Business 1993 — 2000
MBA, Business Management, Information Technology Management
University of Connecticut 1987 — 1990
BA, Magna Cum Laude, Psychology
ESPN October 2010 - Present
Aetna June 2005 - November 2010
The Phoenix Companies September 2001 - June 2005
Metaserver July 2000 - August 2001
Med-Ecom October 1999 - June 2000
Gerber Technology 1996 - 1999
Liberty Bank October 1993 - June 1995
Education
The University of Connecticut School of Business 1993 — 2000
MBA, Business Management, Information Technology Management
University of Connecticut 1987 — 1990
BA, Magna Cum Laude, Psychology
Erol Woods's The Phoenix Companies Experience 2001 - Present
Job Life insurance consultant at Phoenix Life
Industry Insurance
Experience
Phoenix Life Insurance Co., Inc. 2001 - Present
The Phoenix Companies 2001 - Present
Phoenix Life Insurance Company 2001 - 2009
Education
The Ohio State University 1977 — 1981
Phoenix Life Insurance Co., Inc. 2001 - Present
The Phoenix Companies 2001 - Present
Phoenix Life Insurance Company 2001 - 2009
Education
The Ohio State University 1977 — 1981
Jennifer (Shepherd) Hosner's The Phoenix Companies Experience February 2013 - Present
Job QA Director at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies February 2013 - Present
The Travelers January 2012 - February 2013
Phoenix Life Insurance 2007 - January 2012
The Phoenix Companies 1996 - 2006
Skills
Analysis, Business Analysis, Fixed Annuities, Insurance, Life Insurance, Requirements Analysis, Process Improvement, Requirements Gathering, Risk Management, SDLC, Software Project..., Vendor Management, Visio
Education
Saint Michael's College 1988 — 1992
The Phoenix Companies February 2013 - Present
The Travelers January 2012 - February 2013
Phoenix Life Insurance 2007 - January 2012
The Phoenix Companies 1996 - 2006
Skills
Analysis, Business Analysis, Fixed Annuities, Insurance, Life Insurance, Requirements Analysis, Process Improvement, Requirements Gathering, Risk Management, SDLC, Software Project..., Vendor Management, Visio
Education
Saint Michael's College 1988 — 1992
Pasquale Polletta's The Phoenix Companies Experience December 2010 - May 2014
Job Treasury Manager at Stanley Black & Decker, Inc.
Industry Accounting
Experience
Stanley Black & Decker, Inc. November 2014 - Present
Stanley Black & Decker, Inc. June 2014 - November 2014
The Phoenix Companies December 2010 - May 2014
ERNST AND YOUNG June 2008 - December 2010
Skills
Corporate Tax, Internal Controls, GAAP, Auditing, Financial Analysis, Accounting, Tax, Financial Accounting, Finance, Leadership, Cost Accounting, Sarbanes-Oxley Act, US GAAP
Education
The University of Connecticut 2011 — 2014
Master of Business Administration (M.B.A.), Finance/Management, 3.7
The University of Connecticut 2004 — 2008
Accounting
Stanley Black & Decker, Inc. November 2014 - Present
Stanley Black & Decker, Inc. June 2014 - November 2014
The Phoenix Companies December 2010 - May 2014
ERNST AND YOUNG June 2008 - December 2010
Skills
Corporate Tax, Internal Controls, GAAP, Auditing, Financial Analysis, Accounting, Tax, Financial Accounting, Finance, Leadership, Cost Accounting, Sarbanes-Oxley Act, US GAAP
Education
The University of Connecticut 2011 — 2014
Master of Business Administration (M.B.A.), Finance/Management, 3.7
The University of Connecticut 2004 — 2008
Accounting
William Maynes's The Phoenix Companies Experience 1994 - 1998
Job General Risk Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 1998 - Present
MassMutual Financial Group January 1998 - September 2011
The Phoenix Companies 1994 - 1998
Skills
Financial Reporting, Accounting, Risk Management, Operational Risk, SSAE 16, Enterprise Risk..., Process Improvement, Business Analysis, Institutional..., Insurance, Analysis, Requirements Analysis, Strategic Financial..., Strategic Planning, Internal Audit, Financial Audits, Financial Accounting, Financial Analysis, Financial Risk, Retirement Benefits, External Audit
Education
The University of Connecticut 1989 — 1993
Bachelor of Arts (B.A.)
MassMutual Financial Group January 1998 - Present
MassMutual Financial Group January 1998 - September 2011
The Phoenix Companies 1994 - 1998
Skills
Financial Reporting, Accounting, Risk Management, Operational Risk, SSAE 16, Enterprise Risk..., Process Improvement, Business Analysis, Institutional..., Insurance, Analysis, Requirements Analysis, Strategic Financial..., Strategic Planning, Internal Audit, Financial Audits, Financial Accounting, Financial Analysis, Financial Risk, Retirement Benefits, External Audit
Education
The University of Connecticut 1989 — 1993
Bachelor of Arts (B.A.)
Chris Macklem's The Phoenix Companies Experience 2001 - Present
Job 2nd VP and Actuary at Phoenix
Industry Insurance
Experience
Phoenix 2nd VP and ActuaryPhoenix Life Insurance Company2002 - Present
The Phoenix Companies 2001 - Present
Aetna International 1997 - 2002
ING International Holdings 2001 - 2001
ING Latin America 2000 - 2001
Aetna 1991 - 2001
Skills
Actuarial Science, Reinsurance, Life Insurance, Insurance, Fixed Annuities, Risk Management, Enterprise Risk..., Health Insurance, Investments, Portfolio Management, Retirement, Disability Insurance, Long-term Care, Financial Services, Term Life Insurance, Strategic Financial..., Brokers, Retirement Planning, Financial Risk, Employee Benefits, Underwriting, Variable Annuities, Solvency II, ALM, Stochastic Modeling, Financial Modeling, Whole Life, Asset Allocation, Mutual Funds, 401k, Indexed Annuities, Financial Analysis, Economic Capital, Alternative Investments, MoSes, Asset Management, Wealth Management, Estate Planning, Valuation, Actuarial Consulting, Actuaries, Derivatives, Pensions, Variable Life, Hedging, Quantitative Finance, Fixed Income, Investment Strategies
Education
University of Nebraska-Lincoln 1982 — 1986
Phoenix 2nd VP and ActuaryPhoenix Life Insurance Company2002 - Present
The Phoenix Companies 2001 - Present
Aetna International 1997 - 2002
ING International Holdings 2001 - 2001
ING Latin America 2000 - 2001
Aetna 1991 - 2001
Skills
Actuarial Science, Reinsurance, Life Insurance, Insurance, Fixed Annuities, Risk Management, Enterprise Risk..., Health Insurance, Investments, Portfolio Management, Retirement, Disability Insurance, Long-term Care, Financial Services, Term Life Insurance, Strategic Financial..., Brokers, Retirement Planning, Financial Risk, Employee Benefits, Underwriting, Variable Annuities, Solvency II, ALM, Stochastic Modeling, Financial Modeling, Whole Life, Asset Allocation, Mutual Funds, 401k, Indexed Annuities, Financial Analysis, Economic Capital, Alternative Investments, MoSes, Asset Management, Wealth Management, Estate Planning, Valuation, Actuarial Consulting, Actuaries, Derivatives, Pensions, Variable Life, Hedging, Quantitative Finance, Fixed Income, Investment Strategies
Education
University of Nebraska-Lincoln 1982 — 1986
Jeff Overberg's The Phoenix Companies Experience September 2000 - September 2003
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2010 - Present
Lincoln Financial Distributors November 2007 - November 2010
SunAmerica 2003 - 2007
The Phoenix Companies September 2000 - September 2003
Fidelity Investments 1992 - 2000
Skills
Series 7, Series 63, Retirement Planning, Series 6, Fixed Annuities, Retirement, Mutual Funds, 401k, Investments, Insurance, Wealth Management, Asset Managment, Strategic Financial..., Asset Allocation, Estate Planning, Uniform Combined State..., Portfolio Management, Alternative Investments, Securities, Investment Management
Education
University of Cincinnati 1990 — 1995
Bachelor of Arts, Communications
Edward Jones November 2010 - Present
Lincoln Financial Distributors November 2007 - November 2010
SunAmerica 2003 - 2007
The Phoenix Companies September 2000 - September 2003
Fidelity Investments 1992 - 2000
Skills
Series 7, Series 63, Retirement Planning, Series 6, Fixed Annuities, Retirement, Mutual Funds, 401k, Investments, Insurance, Wealth Management, Asset Managment, Strategic Financial..., Asset Allocation, Estate Planning, Uniform Combined State..., Portfolio Management, Alternative Investments, Securities, Investment Management
Education
University of Cincinnati 1990 — 1995
Bachelor of Arts, Communications
Gene Kadela's The Phoenix Companies Experience 1987 - 2000
Job Independent Arts and Crafts Professional
Industry Arts and Crafts
Experience
The Phoenix Companies 1987 - 2000
Education
Rutgers University-New Brunswick 1957 — 1961
The Phoenix Companies 1987 - 2000
Education
Rutgers University-New Brunswick 1957 — 1961
Philip. Polkinghorn's The Phoenix Companies Experience 2004 - November 2012
Job President, Americo
Industry Insurance
Experience
Americo May 2013 - Present
Phoenix Life Insurance Company April 2010 - November 2012
The Phoenix Companies 2004 - November 2012
Sun Life Financial 2001 - 2004
Keyport May 1999 - November 2001
AIG American General December 1996 - May 1999
Allmerica Financial 1993 - 1994
Tillinghast 1983 - 1993
Skills
Insurance, Life Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Retirement, Investments, Series 6, Financial Services, Indexed Annuities, Series 7, Wealth Management, Portfolio Management, Actuarial Science, Strategic Financial..., Asset Allocation, FINRA, Variable Annuities, Estate Planning, 401k, Securities, Series 63
Education
University of Nebraska-Lincoln 1975 — 1979
Americo May 2013 - Present
Phoenix Life Insurance Company April 2010 - November 2012
The Phoenix Companies 2004 - November 2012
Sun Life Financial 2001 - 2004
Keyport May 1999 - November 2001
AIG American General December 1996 - May 1999
Allmerica Financial 1993 - 1994
Tillinghast 1983 - 1993
Skills
Insurance, Life Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Retirement, Investments, Series 6, Financial Services, Indexed Annuities, Series 7, Wealth Management, Portfolio Management, Actuarial Science, Strategic Financial..., Asset Allocation, FINRA, Variable Annuities, Estate Planning, 401k, Securities, Series 63
Education
University of Nebraska-Lincoln 1975 — 1979
Brian Olenick's The Phoenix Companies Experience August 2006 - December 2009
Job Regional Director at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors September 2010 - Present
Saybrus Partners January 2010 - August 2010
The Phoenix Companies August 2006 - December 2009
Towers Perrin January 2000 - July 2006
Education
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Actuarial Science
Lincoln Financial Distributors September 2010 - Present
Saybrus Partners January 2010 - August 2010
The Phoenix Companies August 2006 - December 2009
Towers Perrin January 2000 - July 2006
Education
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Actuarial Science
Thea Cardamone's The Phoenix Companies Experience June 1984 - April 2001
Job Retired Actuary
Industry Insurance
Experience
Retired and enjoying it! September 2013 - Present
United Healthcare April 2008 - September 2013
Toastmasters International 1990 - August 2011
Actuaries' Club of Hartford and Springfield June 2009 - May 2010
Sun Life Financial June 2007 - January 2008
Genworth Financial January 2001 - June 2007
Genworth Financial 2000 - 2007
The Phoenix Companies June 1984 - April 2001
Phoenix Home Life 1984 - 2000
Aetna 1981 - 1984
Skills
HIPAA, Insurance, Health Insurance, Employee Benefits, Process Improvement, Data Analysis, Analysis, Project Management, Business Analysis, Management, Leadership, Business Process..., Human Resources, Business Process, Strategy, Healthcare, Training, Vendor Management, Team Building, Program Management, Change Management
Education
University of New Hampshire 1969 — 1973
M.S., Mathematics
Smith College 1965 — 1969
BA, Mathematics
Glen Cove High School 1961 — 1965
Mathematics, Science, Latin, and everything else!
Retired and enjoying it! September 2013 - Present
United Healthcare April 2008 - September 2013
Toastmasters International 1990 - August 2011
Actuaries' Club of Hartford and Springfield June 2009 - May 2010
Sun Life Financial June 2007 - January 2008
Genworth Financial January 2001 - June 2007
Genworth Financial 2000 - 2007
The Phoenix Companies June 1984 - April 2001
Phoenix Home Life 1984 - 2000
Aetna 1981 - 1984
Skills
HIPAA, Insurance, Health Insurance, Employee Benefits, Process Improvement, Data Analysis, Analysis, Project Management, Business Analysis, Management, Leadership, Business Process..., Human Resources, Business Process, Strategy, Healthcare, Training, Vendor Management, Team Building, Program Management, Change Management
Education
University of New Hampshire 1969 — 1973
M.S., Mathematics
Smith College 1965 — 1969
BA, Mathematics
Glen Cove High School 1961 — 1965
Mathematics, Science, Latin, and everything else!
Jessica Pirolo Hellreich's The Phoenix Companies Experience 2004 - 2004
Job Marketing Manager at United Technologies
Industry Marketing and Advertising
Experience
United Technologies August 2014 - Present
Disney and ESPN Media Networks March 2008 - July 2014
Disney and ESPN Media Networks March 2008 - March 2011
The Hartford January 2007 - March 2008
University of Hartford 2005 - 2007
University of Hartford 2005 - 2007
The Phoenix Companies 2004 - 2004
Skills
Brand Awareness, Event Management, Synergy, Competitive Analysis, Marketing Strategy, Sports Marketing, Internal Communications, Marketing Communications, Brand Development, Media & Entertainment, Budget Management, Campaign Management, Social Media Marketing, Corporate Communications, Sponsorship, Leadership, Budgets, Social Media, Integrated Marketing
Education
University of Hartford 2005 — 2007
MBA, Marketing/Marketing Management, General
University of Hartford 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Marketing
Commack 1998 — 2001
United Technologies August 2014 - Present
Disney and ESPN Media Networks March 2008 - July 2014
Disney and ESPN Media Networks March 2008 - March 2011
The Hartford January 2007 - March 2008
University of Hartford 2005 - 2007
University of Hartford 2005 - 2007
The Phoenix Companies 2004 - 2004
Skills
Brand Awareness, Event Management, Synergy, Competitive Analysis, Marketing Strategy, Sports Marketing, Internal Communications, Marketing Communications, Brand Development, Media & Entertainment, Budget Management, Campaign Management, Social Media Marketing, Corporate Communications, Sponsorship, Leadership, Budgets, Social Media, Integrated Marketing
Education
University of Hartford 2005 — 2007
MBA, Marketing/Marketing Management, General
University of Hartford 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Marketing
Commack 1998 — 2001
Thomas Culbertson's The Phoenix Companies Experience 1986 - Present
Job AVP Product Implementation
Industry Insurance
Experience
Phoenix Life Insurance Company February 1986 - Present
The Phoenix Companies 1986 - Present
Education
Skidmore College 1981 — 1985
B.A., Mathematics
Phoenix Life Insurance Company February 1986 - Present
The Phoenix Companies 1986 - Present
Education
Skidmore College 1981 — 1985
B.A., Mathematics
Kevin McWeeney's The Phoenix Companies Experience 2001 - 2001
Job Project Lead Web Developer at Centene Corporation
Industry Information Technology and Services
Experience
Centene Corporation November 2011 - Present
Centene Corporation May 2009 - November 2011
Perficient June 2000 - June 2009
Express Scripts December 2005 - February 2006
Anheuser-Busch March 2005 - December 2005
Philips 2004 - 2005
US Bank January 2003 - October 2004
Galileo International July 2002 - December 2002
The Phoenix Companies 2001 - 2001
American Express 2000 - 2001
Skills
Websphere, WebSphere Application..., SOA, Enterprise Architecture, ESB, WebSphere Portal, Web Services, Middleware, Java Enterprise Edition, Unix, EAI, Spring, Spring Webflow, Hibernate, Java, JMS, Tomcat, Eclipse, Jenkins, Continuous Integration
Education
Truman State University 1995 — 2000
BS, Computer Science
Centene Corporation November 2011 - Present
Centene Corporation May 2009 - November 2011
Perficient June 2000 - June 2009
Express Scripts December 2005 - February 2006
Anheuser-Busch March 2005 - December 2005
Philips 2004 - 2005
US Bank January 2003 - October 2004
Galileo International July 2002 - December 2002
The Phoenix Companies 2001 - 2001
American Express 2000 - 2001
Skills
Websphere, WebSphere Application..., SOA, Enterprise Architecture, ESB, WebSphere Portal, Web Services, Middleware, Java Enterprise Edition, Unix, EAI, Spring, Spring Webflow, Hibernate, Java, JMS, Tomcat, Eclipse, Jenkins, Continuous Integration
Education
Truman State University 1995 — 2000
BS, Computer Science
Byron Lucas's The Phoenix Companies Experience August 1995 - April 2008
Job Director of Financial Systems at Open Solutions
Industry Financial Services
Experience
Fiserv/Open Solutions Division October 2010 - Present
Hartford Life April 2008 - October 2010
The Phoenix Companies August 1995 - April 2008
Hartford Life September 1997 - August 2005
Hartford Life February 1995 - August 1997
COMMERCE INSURANCE COMPANIES January 1994 - January 1995
THE TRAVELERS INSURANCE COMPANIES January 1992 - January 1993
THE TRAVELERS INSURANCE COMPANIES January 1991 - January 1992
THE TRAVELERS INSURANCE COMPANIES January 1990 - January 1991
Defense Contract Audit Agency January 1989 - December 1989
Skills
Oracle EPM, Hyperion EPM, ETL, Reporting Applications, Reporting Tool, Workforce Planning, Business Analysis, Forecast Modeling, Finance, Financial Forecasting, Expense Management, Forecasting, Business Process..., Data Governance, Financial Reporting, Analysis, Accounting, Database Design, Internal Controls, Project Planning, Change Management, Data Analysis, Business Intelligence, Budgets, Analytics, Information System Audit, Hyperion Planning, Essbase, Hyperion Financial..., Hyperion HFM, Access, CISA, SAP, SAP BW, Microsoft SQL Server, PeopleSoft, TM1, Hyperion Enterprise, Blackline
Education
Rensselaer Polytechnic Institute - Hartford Graduate Center
MS, Computer Science; RDMS
Skidmore College 1984 — 1988
BS, Accounting
The George Washington University
Master's Certificate, Project Management
Fiserv/Open Solutions Division October 2010 - Present
Hartford Life April 2008 - October 2010
The Phoenix Companies August 1995 - April 2008
Hartford Life September 1997 - August 2005
Hartford Life February 1995 - August 1997
COMMERCE INSURANCE COMPANIES January 1994 - January 1995
THE TRAVELERS INSURANCE COMPANIES January 1992 - January 1993
THE TRAVELERS INSURANCE COMPANIES January 1991 - January 1992
THE TRAVELERS INSURANCE COMPANIES January 1990 - January 1991
Defense Contract Audit Agency January 1989 - December 1989
Skills
Oracle EPM, Hyperion EPM, ETL, Reporting Applications, Reporting Tool, Workforce Planning, Business Analysis, Forecast Modeling, Finance, Financial Forecasting, Expense Management, Forecasting, Business Process..., Data Governance, Financial Reporting, Analysis, Accounting, Database Design, Internal Controls, Project Planning, Change Management, Data Analysis, Business Intelligence, Budgets, Analytics, Information System Audit, Hyperion Planning, Essbase, Hyperion Financial..., Hyperion HFM, Access, CISA, SAP, SAP BW, Microsoft SQL Server, PeopleSoft, TM1, Hyperion Enterprise, Blackline
Education
Rensselaer Polytechnic Institute - Hartford Graduate Center
MS, Computer Science; RDMS
Skidmore College 1984 — 1988
BS, Accounting
The George Washington University
Master's Certificate, Project Management
Ningning Zhang's The Phoenix Companies Experience February 2008 - Present
Job actuary associate at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies February 2008 - Present
GE January 2007 - April 2007
Skills
Actuarial Science
Education
University of Connecticut 2006 — 2007
MS, Actuarial Science
University of Connecticut 2003 — 2006
MA, Cultural Anthropology
The Phoenix Companies February 2008 - Present
GE January 2007 - April 2007
Skills
Actuarial Science
Education
University of Connecticut 2006 — 2007
MS, Actuarial Science
University of Connecticut 2003 — 2006
MA, Cultural Anthropology
Sue Kaminsky's The Phoenix Companies Experience July 1997 - October 2012
Job at
Industry Information Technology and Services
Angela Mancuso LoBello's The Phoenix Companies Experience June 2008 - September 2009
Job IT Business Analyst at VERTEX Incorporated
Industry Insurance
Experience
Vertex Computer Systems IT Systems Business Analyst ConsultantLincoln Financial GroupMay 2010 - December 2011
AEGON Americas October 2009 - April 2010
The Phoenix Companies June 2008 - September 2009
CSC November 1991 - June 2002
CSC-FSG 1991 - 2002
Vantage Computer Systems, Inc. 1991 - 2002
Skills
Vantage-One, Testing, Requirements Analysis, Requirements Gathering, SDLC, Business Requirements, Mainframe, COBOL, Business Analysis
Education
Quinnipiac University 1979 — 1983
Vertex Computer Systems IT Systems Business Analyst ConsultantLincoln Financial GroupMay 2010 - December 2011
AEGON Americas October 2009 - April 2010
The Phoenix Companies June 2008 - September 2009
CSC November 1991 - June 2002
CSC-FSG 1991 - 2002
Vantage Computer Systems, Inc. 1991 - 2002
Skills
Vantage-One, Testing, Requirements Analysis, Requirements Gathering, SDLC, Business Requirements, Mainframe, COBOL, Business Analysis
Education
Quinnipiac University 1979 — 1983
Dan Hallarin, CPA's The Phoenix Companies Experience November 2011 - June 2014
Job Director, Investment Accounting at The Phoenix Companies, Inc.
Industry Accounting
Experience
The Phoenix Companies, Inc. August 2015 - Present
The Phoenix Companies, Inc. June 2014 - Present
The Phoenix Companies November 2011 - June 2014
Deloitte September 2008 - November 2011
Deloitte June 2007 - September 2007
University of Connecticut Foundation June 2004 - December 2006
Skills
Accounting, Financial Analysis, Financial Reporting, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, GAAP, SEC filings, Auditing, US GAAP, External Audit, Financial Audits, Internal Audit, Cash Flow, Financial Statements, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2009
None, International Business
University of Phoenix 2009 — 2009
None, Business
The University of Connecticut 2004 — 2008
Bachelor's of Science in Business Administration, Accounting
University College Dublin 2007 — 2007
None, International Business
SWHS 2001 — 2004
High School Diploma
The Phoenix Companies, Inc. August 2015 - Present
The Phoenix Companies, Inc. June 2014 - Present
The Phoenix Companies November 2011 - June 2014
Deloitte September 2008 - November 2011
Deloitte June 2007 - September 2007
University of Connecticut Foundation June 2004 - December 2006
Skills
Accounting, Financial Analysis, Financial Reporting, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, GAAP, SEC filings, Auditing, US GAAP, External Audit, Financial Audits, Internal Audit, Cash Flow, Financial Statements, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2009
None, International Business
University of Phoenix 2009 — 2009
None, Business
The University of Connecticut 2004 — 2008
Bachelor's of Science in Business Administration, Accounting
University College Dublin 2007 — 2007
None, International Business
SWHS 2001 — 2004
High School Diploma
Jon Sandberg's The Phoenix Companies Experience July 1998 - July 2003
Job Vice President, Corporate Communications at CIGNA
Industry Health, Wellness and Fitness
Experience
CIGNA May 2012 - Present
CVS Caremark December 2007 - May 2012
Aetna August 2003 - December 2007
University of Connecticut 1982 - 2007
The Phoenix Companies July 1998 - July 2003
United Technologies December 1989 - June 1998
Governor's Office, Connecticut May 1985 - October 1989
Hartford Courant 1976 - 1984
The Hartford Courant 1976 - 1984
Skills
Crisis Communications, Media Relations, Internal Communications, Corporate Communications, Strategic Communications, Communication Training, Editing, Speech Writing, Public Relations, Marketing Communications, Social Media, Newsletters
Education
The University of Connecticut School of Law 1979 — 1983
JD
The University of Connecticut 1972 — 1976
BA, English
CIGNA May 2012 - Present
CVS Caremark December 2007 - May 2012
Aetna August 2003 - December 2007
University of Connecticut 1982 - 2007
The Phoenix Companies July 1998 - July 2003
United Technologies December 1989 - June 1998
Governor's Office, Connecticut May 1985 - October 1989
Hartford Courant 1976 - 1984
The Hartford Courant 1976 - 1984
Skills
Crisis Communications, Media Relations, Internal Communications, Corporate Communications, Strategic Communications, Communication Training, Editing, Speech Writing, Public Relations, Marketing Communications, Social Media, Newsletters
Education
The University of Connecticut School of Law 1979 — 1983
JD
The University of Connecticut 1972 — 1976
BA, English
Gulen Tuncer, CFA's The Phoenix Companies Experience October 2004 - November 2011
Job Director at Conning
Industry Investment Management
Experience
Conning November 2011 - Present
The Phoenix Companies October 2004 - November 2011
The Phoenix Companies September 2001 - March 2004
The Phoenix Companies September 2000 - September 2001
Bloomberg March 2000 - October 2000
Skills
Fixed Income, Emerging Markets, Equities, Investments, Portfolio Management, Asset Management, Capital Markets, Bloomberg, Risk Management, Financial Modeling
Education
University of Hartford 1997 — 1998
MBA, Finance
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1991 — 1996
B.S., Applied Mathematics
T.E.D. Ankara Koleji 1982 — 1991
Conning November 2011 - Present
The Phoenix Companies October 2004 - November 2011
The Phoenix Companies September 2001 - March 2004
The Phoenix Companies September 2000 - September 2001
Bloomberg March 2000 - October 2000
Skills
Fixed Income, Emerging Markets, Equities, Investments, Portfolio Management, Asset Management, Capital Markets, Bloomberg, Risk Management, Financial Modeling
Education
University of Hartford 1997 — 1998
MBA, Finance
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1991 — 1996
B.S., Applied Mathematics
T.E.D. Ankara Koleji 1982 — 1991
Jeff Swenson's The Phoenix Companies Experience May 2001 - April 2007
Job AVP Product & Market Development at MassMutual
Industry Insurance
Experience
MassMutual April 2007 - Present
The Phoenix Companies May 2001 - April 2007
Phoenix Life Insurance Company January 1987 - April 2001
Skills
Life Insurance, Insurance, Retirement, Fixed Annuities, 401k, Retirement Planning, Mutual Funds, Disability Insurance, Wealth Management, Underwriting, Series 7, Long-term Care, Estate Planning, Investments, Succession Planning, Executive Pay, Strategic Financial..., Term Life Insurance, Wealth, Financial Services, Employee Benefits, Series 63, Health Insurance, Variable Annuities, Reinsurance, Financial Planners
Education
University of Minnesota - Carlson School of Management 1979 — 1983
BSB, Finance
MassMutual April 2007 - Present
The Phoenix Companies May 2001 - April 2007
Phoenix Life Insurance Company January 1987 - April 2001
Skills
Life Insurance, Insurance, Retirement, Fixed Annuities, 401k, Retirement Planning, Mutual Funds, Disability Insurance, Wealth Management, Underwriting, Series 7, Long-term Care, Estate Planning, Investments, Succession Planning, Executive Pay, Strategic Financial..., Term Life Insurance, Wealth, Financial Services, Employee Benefits, Series 63, Health Insurance, Variable Annuities, Reinsurance, Financial Planners
Education
University of Minnesota - Carlson School of Management 1979 — 1983
BSB, Finance
Jessica Gagliano's The Phoenix Companies Experience May 2005 - June 2007
Job Senior Competitive Analyst at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2010 - Present
Lincoln Financial Group June 2007 - August 2010
The Phoenix Companies May 2005 - June 2007
Travelers Life & Annuity 2001 - 2005
Skills
Insurance, Process Improvement, Project Management, Strategic Financial..., Series 6, Leadership, Analysis, Training, Marketing, Marketing Strategy, Competitive Analysis, Business Analysis, Financial Planning, Fixed Annuities, Life Insurance, Sales, Cross-functional Team..., Business Strategy, Strategy, Financial Services
Education
University of Hartford 2008 — 2012
MBA, Management
Providence College 2001 — 2005
BA, Psychology, Music
Lincoln Financial Group August 2010 - Present
Lincoln Financial Group June 2007 - August 2010
The Phoenix Companies May 2005 - June 2007
Travelers Life & Annuity 2001 - 2005
Skills
Insurance, Process Improvement, Project Management, Strategic Financial..., Series 6, Leadership, Analysis, Training, Marketing, Marketing Strategy, Competitive Analysis, Business Analysis, Financial Planning, Fixed Annuities, Life Insurance, Sales, Cross-functional Team..., Business Strategy, Strategy, Financial Services
Education
University of Hartford 2008 — 2012
MBA, Management
Providence College 2001 — 2005
BA, Psychology, Music
Jennifer Hinrichsen, CLU, ChFC, CASL, FSS's The Phoenix Companies Experience 2005 - 2007
Job Agency Sales TrainerCorporate Agency Deployment & Training Delivery
Industry Financial Services
Experience
State Farm June 2007 - Present
State Farm Insurance & Financial Services 2007 - 2011
STATE FARM January 2007 - April 2010
PHOENIX WEALTH MANAGEMENT January 2006 - June 2007
The Phoenix Companies 2005 - 2007
MetLife Financial Services April 2005 - January 2006
Citigroup June 2004 - April 2005
PRIDE INSURANCE AGENCY January 1994 - January 1999
Skills
Insurance, Estate Planning, Financial Planning, Employee Benefits, Budgeting, Business Planning, Needs Analysis, Disability Insurance, Long Term Care, Long-term Care, Strategic Financial..., Wealth Management, Strategy, Fixed Annuities, Term Life Insurance, Life Insurance, Budgets, Financial Services, Health Insurance, Property
Education
The American College 2006 — 2012
CLU, ChFC, FSS, Financial Planning and Services
Nova Southeastern University 1992 — 1996
Bachelor of Science, Legal Studies
State Farm June 2007 - Present
State Farm Insurance & Financial Services 2007 - 2011
STATE FARM January 2007 - April 2010
PHOENIX WEALTH MANAGEMENT January 2006 - June 2007
The Phoenix Companies 2005 - 2007
MetLife Financial Services April 2005 - January 2006
Citigroup June 2004 - April 2005
PRIDE INSURANCE AGENCY January 1994 - January 1999
Skills
Insurance, Estate Planning, Financial Planning, Employee Benefits, Budgeting, Business Planning, Needs Analysis, Disability Insurance, Long Term Care, Long-term Care, Strategic Financial..., Wealth Management, Strategy, Fixed Annuities, Term Life Insurance, Life Insurance, Budgets, Financial Services, Health Insurance, Property
Education
The American College 2006 — 2012
CLU, ChFC, FSS, Financial Planning and Services
Nova Southeastern University 1992 — 1996
Bachelor of Science, Legal Studies
Craig Michaud's The Phoenix Companies Experience 2005 - Present
Job Product Development Actuary at Phoenix
Industry Financial Services
Experience
Phoenix March 2005 - Present
The Phoenix Companies 2005 - Present
Phoenix Life Insurance Company 2004 - 2009
Skills
Insurance, Actuarial Science, Life Insurance, Reinsurance, Fixed Annuities
Education
Rensselaer Polytechnic Institute
Mathematics
Phoenix March 2005 - Present
The Phoenix Companies 2005 - Present
Phoenix Life Insurance Company 2004 - 2009
Skills
Insurance, Actuarial Science, Life Insurance, Reinsurance, Fixed Annuities
Education
Rensselaer Polytechnic Institute
Mathematics
Jeff Jardin, FSA's The Phoenix Companies Experience June 2008 - September 2009
Job Senior Actuary at MetLife
Industry Insurance
Experience
MetLife April 2012 - Present
Sun LIfe Financial April 2010 - April 2012
The Phoenix Companies June 2008 - September 2009
Phoenix Life Insurance August 2006 - June 2008
Phoenix Life Insurance June 2004 - August 2006
Sun Life Financial 2003 - 2003
Skills
Actuarial Science, ALM, MoSes, Fixed Annuities, Reinsurance, Insurance, Solvency II, Life Insurance, Risk Management, Stochastic Modeling, Financial Risk, Investments
Education
University of Connecticut
MetLife April 2012 - Present
Sun LIfe Financial April 2010 - April 2012
The Phoenix Companies June 2008 - September 2009
Phoenix Life Insurance August 2006 - June 2008
Phoenix Life Insurance June 2004 - August 2006
Sun Life Financial 2003 - 2003
Skills
Actuarial Science, ALM, MoSes, Fixed Annuities, Reinsurance, Insurance, Solvency II, Life Insurance, Risk Management, Stochastic Modeling, Financial Risk, Investments
Education
University of Connecticut
Glenn North's The Phoenix Companies Experience 1997 - 1999
Job Network Engineer CCNP, CCNP Voice
Industry Insurance
Experience
Sun Life Financial June 2007 - Present
Genworth Financial February 2002 - June 2007
GE Capital 2001 - 2002
MassMutual Financial Group 2001 - 2001
ESPN 2000 - 2001
The Hartford 1999 - 2000
The Phoenix Companies 1997 - 1999
Skills
Cisco Technologies, Network Architecture, Security, Routers, WAN, VPN, Switches, CCNA, CCNP, Riverbed, Networking, IP
Education
University of Phoenix
Associate of Arts (AA), Information Technology, Networking
Cisco Training Courses
Professional Development Course
Leading Through Influence
Sun Life Financial June 2007 - Present
Genworth Financial February 2002 - June 2007
GE Capital 2001 - 2002
MassMutual Financial Group 2001 - 2001
ESPN 2000 - 2001
The Hartford 1999 - 2000
The Phoenix Companies 1997 - 1999
Skills
Cisco Technologies, Network Architecture, Security, Routers, WAN, VPN, Switches, CCNA, CCNP, Riverbed, Networking, IP
Education
University of Phoenix
Associate of Arts (AA), Information Technology, Networking
Cisco Training Courses
Professional Development Course
Leading Through Influence
Jamie Salafia's The Phoenix Companies Experience January 2007 - May 2008
Job Retirement Plan Communication Consultant at Prudential Financial
Industry Marketing and Advertising
Experience
Prudential Financial March 2010 - Present
The Dutiful Daughter June 2008 - February 2010
The Phoenix Companies January 2007 - May 2008
Aetna January 2004 - January 2007
ING October 1998 - January 2004
WTIC Fox 61 October 1996 - May 2000
US Air Force January 1992 - July 1996
Skills
Marketing Communications, Marketing Strategy, Public Relations, Internal Communications, Integrated Marketing, Press Releases, Media Relations
Education
University of Maryland University College 1992 — 1997
BS, Business Management
Department of Defense Information School 1992 — 1992
Military Public Affairs, Basic Broadcasting
Prudential Financial March 2010 - Present
The Dutiful Daughter June 2008 - February 2010
The Phoenix Companies January 2007 - May 2008
Aetna January 2004 - January 2007
ING October 1998 - January 2004
WTIC Fox 61 October 1996 - May 2000
US Air Force January 1992 - July 1996
Skills
Marketing Communications, Marketing Strategy, Public Relations, Internal Communications, Integrated Marketing, Press Releases, Media Relations
Education
University of Maryland University College 1992 — 1997
BS, Business Management
Department of Defense Information School 1992 — 1992
Military Public Affairs, Basic Broadcasting
Ann Cowen's The Phoenix Companies Experience September 1972 - May 2002
Job Human Resources Consultant
Industry Financial Services
Experience
Kent Associates June 2002 - Present
The Phoenix Companies September 1972 - May 2002
Skills
Executive Compensation, Compensation, Pensions, Employee Benefits, Benefits Administration, Performance Management, Benefits, HR Strategy, Deferred Compensation, Executive Pay, Employee Relations, Employee Engagement, Talent Management, Personnel Management, Human Resources
Education
University of Pennsylvania 1966 — 1970
BA
Kent Associates June 2002 - Present
The Phoenix Companies September 1972 - May 2002
Skills
Executive Compensation, Compensation, Pensions, Employee Benefits, Benefits Administration, Performance Management, Benefits, HR Strategy, Deferred Compensation, Executive Pay, Employee Relations, Employee Engagement, Talent Management, Personnel Management, Human Resources
Education
University of Pennsylvania 1966 — 1970
BA
Edward Burns, CFA's The Phoenix Companies Experience July 2000 - May 2011
Job Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management May 2011 - Present
The Phoenix Companies July 2000 - May 2011
Skills
Asset Management, Fixed Income, Equities
Education
The University of Connecticut School of Business 2001 — 2007
M.B.A., Finance
Saint Anselm College 1995 — 1999
B.A., Financial Economics
Babson Capital Management May 2011 - Present
The Phoenix Companies July 2000 - May 2011
Skills
Asset Management, Fixed Income, Equities
Education
The University of Connecticut School of Business 2001 — 2007
M.B.A., Finance
Saint Anselm College 1995 — 1999
B.A., Financial Economics
Bryan Tafel's The Phoenix Companies Experience March 2011 - Present
Job Senior Financial Analyst at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies March 2011 - Present
UnitedHealth Group August 2009 - March 2011
The Hartford August 2003 - July 2009
Skills
Essbase, Financial Analysis, Variance Analysis, Hyperion Enterprise, Financial Reporting, Financial Modeling, Accounting, Sarbanes-Oxley Act, Strategic Financial..., GAAP, Sarbanes-Oxley, Forecasting, PeopleSoft, Ad Hoc Reporting, Financial Forecasting
Education
Siena College 1998 — 2002
BA, Accounting
The Phoenix Companies March 2011 - Present
UnitedHealth Group August 2009 - March 2011
The Hartford August 2003 - July 2009
Skills
Essbase, Financial Analysis, Variance Analysis, Hyperion Enterprise, Financial Reporting, Financial Modeling, Accounting, Sarbanes-Oxley Act, Strategic Financial..., GAAP, Sarbanes-Oxley, Forecasting, PeopleSoft, Ad Hoc Reporting, Financial Forecasting
Education
Siena College 1998 — 2002
BA, Accounting
James Wallin's The Phoenix Companies Experience 1990 - 1996
Job Mgr. Data Integration Services, UnitedHealth Technologies
Industry Health, Wellness and Fitness
Experience
UnitedHealth Technologies 2005 - Present
UnitedHealth Group 2005 - 2010
UnitedHealth Technologies 1996 - 2005
The Phoenix Companies 1990 - 1996
Skills
SDLC, Enterprise Architecture, Microsoft SQL Server, SSIS, Data Integration, IT Strategy, Vendor Management, SharePoint, Disaster Recovery, IT Management, Visio, Integration, Requirements Analysis, ITIL, Data Warehousing, Business Analysis, Process Improvement, Business Intelligence, Databases, IT Operations, Software Project...
Education
University at Albany, SUNY 1980 — 1982
BS, Computer Science / Applied Mathematics
UnitedHealth Technologies 2005 - Present
UnitedHealth Group 2005 - 2010
UnitedHealth Technologies 1996 - 2005
The Phoenix Companies 1990 - 1996
Skills
SDLC, Enterprise Architecture, Microsoft SQL Server, SSIS, Data Integration, IT Strategy, Vendor Management, SharePoint, Disaster Recovery, IT Management, Visio, Integration, Requirements Analysis, ITIL, Data Warehousing, Business Analysis, Process Improvement, Business Intelligence, Databases, IT Operations, Software Project...
Education
University at Albany, SUNY 1980 — 1982
BS, Computer Science / Applied Mathematics
Victoria Olson's The Phoenix Companies Experience 1997 - 2007
Job Director at Alaric Compliance Services, LLC
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) June 2015 - Present
Alaric Compliance Services, LLC February 2015 - Present
Veritas Compliance, LLC July 2014 - September 2015
Forethought Financial Group, Inc. 2012 - 2014
Prudential Financial 2007 - 2012
The Phoenix Companies 1997 - 2007
The Hartford 1994 - 1996
John Hancock Financial Services 1992 - 1994
Skills
Leadership, FINRA, Series 24, Securities, Series 63, Mutual Funds, Series 7, Insurance, Financial Services, Fixed Annuities, Series 6, Investments, AML, Investment Advisory, Process Improvement, Retirement, Retirement Planning, Risk Management, SEC, Securities Regulation, Variable Annuities, Due Diligence, Mergers & Acquisitions, Anti Money Laundering
Education
FINRA Institute at Wharton 2004 — 2006
Certified Regulatory and Compliance Professional
The American College 1996 — 2001
Chartered Life Underwriter
The University of Connecticut 1989 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
Financial Industry Regulatory Authority (FINRA) June 2015 - Present
Alaric Compliance Services, LLC February 2015 - Present
Veritas Compliance, LLC July 2014 - September 2015
Forethought Financial Group, Inc. 2012 - 2014
Prudential Financial 2007 - 2012
The Phoenix Companies 1997 - 2007
The Hartford 1994 - 1996
John Hancock Financial Services 1992 - 1994
Skills
Leadership, FINRA, Series 24, Securities, Series 63, Mutual Funds, Series 7, Insurance, Financial Services, Fixed Annuities, Series 6, Investments, AML, Investment Advisory, Process Improvement, Retirement, Retirement Planning, Risk Management, SEC, Securities Regulation, Variable Annuities, Due Diligence, Mergers & Acquisitions, Anti Money Laundering
Education
FINRA Institute at Wharton 2004 — 2006
Certified Regulatory and Compliance Professional
The American College 1996 — 2001
Chartered Life Underwriter
The University of Connecticut 1989 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
Bob Fiondella's The Phoenix Companies Experience 1994 - 2003
Job Retired CEO at Phoenix Life Insurance Company
Industry Financial Services
Experience
Phoenix Life Insurance Company Founding PrincipalJerob Enterprises LLC2003 - 2009
Phoenix 1994 - 2003
The Phoenix Companies 1994 - 2003
Phoenix Mutual Life 1987 - 2001
Phoenix Mutual 1988 - 1992
Skills
Fixed Annuities, Reinsurance, Mergers & Acquisitions, Insurance, Estate Planning, Strategic Planning, Corporate Governance, Healthcare, Budgets, Underwriting, Investments, Property & Casualty..., Risk Management, Business Development, Retirement Planning, Strategic Financial..., Life Insurance, Legal Liability
Education
The University of Connecticut School of Law 1999 — 1999
JD, Law
Providence College 1960 — 1964
AB, Political Science
Providence College 1960 — 1964
ba, political science
Phoenix Life Insurance Company Founding PrincipalJerob Enterprises LLC2003 - 2009
Phoenix 1994 - 2003
The Phoenix Companies 1994 - 2003
Phoenix Mutual Life 1987 - 2001
Phoenix Mutual 1988 - 1992
Skills
Fixed Annuities, Reinsurance, Mergers & Acquisitions, Insurance, Estate Planning, Strategic Planning, Corporate Governance, Healthcare, Budgets, Underwriting, Investments, Property & Casualty..., Risk Management, Business Development, Retirement Planning, Strategic Financial..., Life Insurance, Legal Liability
Education
The University of Connecticut School of Law 1999 — 1999
JD, Law
Providence College 1960 — 1964
AB, Political Science
Providence College 1960 — 1964
ba, political science
Ashley Born's The Phoenix Companies Experience February 2007 - February 2008
Job Corporate Finance
Industry Financial Services
Experience
MassMutual Financial Group February 2008 - June 2010
The Phoenix Companies February 2007 - February 2008
Honeywell 2000 - 2007
Skills
Accounting, Asset Allocation, Financial Modeling, Finance, Insurance, Investments, Valuation, Financial Analysis, Financial Reporting, Corporate Finance
Education
Seton Hall University 2002 — 2005
Taxation
University of Arizona 1999 — 2001
Accounting/Finance
MassMutual Financial Group February 2008 - June 2010
The Phoenix Companies February 2007 - February 2008
Honeywell 2000 - 2007
Skills
Accounting, Asset Allocation, Financial Modeling, Finance, Insurance, Investments, Valuation, Financial Analysis, Financial Reporting, Corporate Finance
Education
Seton Hall University 2002 — 2005
Taxation
University of Arizona 1999 — 2001
Accounting/Finance
Deborah Prince's The Phoenix Companies Experience June 2002 - April 2003
Job Actuary at Aetna
Industry Financial Services
Experience
Aetna June 2010 - Present
Hartford Life February 2008 - December 2009
Hartford Life November 2003 - February 2008
The Phoenix Companies June 2002 - April 2003
Travelers Life & Annuity July 1998 - July 2000
Aetna August 1980 - July 1998
Education
University of Pennsylvania - The Wharton School 1975 — 1979
Aetna June 2010 - Present
Hartford Life February 2008 - December 2009
Hartford Life November 2003 - February 2008
The Phoenix Companies June 2002 - April 2003
Travelers Life & Annuity July 1998 - July 2000
Aetna August 1980 - July 1998
Education
University of Pennsylvania - The Wharton School 1975 — 1979
Brandi Brothers's The Phoenix Companies Experience January 2007 - August 2009
Job Training Program Manager Project Management Tools COE GE Power & Water
Industry Human Resources
Experience
GE Power & Water March 2015 - Present
Xerox September 2014 - February 2015
Xerox December 2011 - September 2014
Rensselaer Polytechnic Institute November 2009 - October 2011
The Phoenix Companies January 2007 - August 2009
Skills
Microsoft Office, Workshop Facilitation, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Event Planning, Outlook, Access, Insurance, Data Analysis, Leadership, Software Documentation, Project Management, Leadership Development, Learning Management..., Camtasia, WebEx, Teleconferencing, Training, E-Learning, Event Management, Event Management..., Process Flow..., Teamwork
Education
SUNY Empire State College 2011 — 2014
Master of Business Administration (MBA), Human Resources Management and Services
SUNY Albany 1998 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
GE Power & Water March 2015 - Present
Xerox September 2014 - February 2015
Xerox December 2011 - September 2014
Rensselaer Polytechnic Institute November 2009 - October 2011
The Phoenix Companies January 2007 - August 2009
Skills
Microsoft Office, Workshop Facilitation, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Event Planning, Outlook, Access, Insurance, Data Analysis, Leadership, Software Documentation, Project Management, Leadership Development, Learning Management..., Camtasia, WebEx, Teleconferencing, Training, E-Learning, Event Management, Event Management..., Process Flow..., Teamwork
Education
SUNY Empire State College 2011 — 2014
Master of Business Administration (MBA), Human Resources Management and Services
SUNY Albany 1998 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
Chikako Takata's The Phoenix Companies Experience 1971 - 2000
Job Fallon Benefits Group, Inc.
Industry Insurance
Experience
Fallon Benefits Group May 2008 - Present
Genworth Financial January 2000 - January 2005
The Phoenix Companies 1971 - 2000
Education
University of Hartford 1970 — 1971
English
Fallon Benefits Group May 2008 - Present
Genworth Financial January 2000 - January 2005
The Phoenix Companies 1971 - 2000
Education
University of Hartford 1970 — 1971
English
Brian Stormont, CFP®'s The Phoenix Companies Experience 2005 - 2007
Job Financial Planner at Insight Wealth Strategies
Industry Financial Services
Experience
Insight Wealth Strategies June 2012 - Present
Valic May 2010 - June 2012
Protective Life 2009 - 2010
SunAmerica 2007 - 2009
The Phoenix Companies 2005 - 2007
Skills
Retirement Planning, Insurance, Retirement, Investments, Fixed Annuities, Series 63, Series 6, Mutual Funds, Series 7, Wealth Management, 401k, Variable Annuities, Life Insurance
Education
University of Denver 1995 — 1999
BS/BA, Finance and Marketing
Insight Wealth Strategies June 2012 - Present
Valic May 2010 - June 2012
Protective Life 2009 - 2010
SunAmerica 2007 - 2009
The Phoenix Companies 2005 - 2007
Skills
Retirement Planning, Insurance, Retirement, Investments, Fixed Annuities, Series 63, Series 6, Mutual Funds, Series 7, Wealth Management, 401k, Variable Annuities, Life Insurance
Education
University of Denver 1995 — 1999
BS/BA, Finance and Marketing
Christopher Madin's The Phoenix Companies Experience January 2010 - August 2014
Job Senior Associate Counsel at Voya Financial
Industry Insurance
Experience
Voya Financial March 2015 - Present
The Phoenix Companies, Inc. August 2014 - February 2015
The Phoenix Companies January 2010 - August 2014
The Phoenix Companies 2006 - 2009
Skills
Litigation, Intellectual Property, Licensing, Litigation Support, Mergers & Acquisitions, Insurance, Legal Research, Legal Writing, Corporate Law, Civil Litigation, Fixed Annuities, Variable Annuities, Indexed Annuities, Equity Indexed Annuities, Life Insurance
Education
The University of Connecticut School of Law 2005 — 2009
JD, Law
University of Connecticut 2001 — 2002
Bachelor's, Communication and Human Behavior
Gordon College 1996 — 1999
Communications
Voya Financial March 2015 - Present
The Phoenix Companies, Inc. August 2014 - February 2015
The Phoenix Companies January 2010 - August 2014
The Phoenix Companies 2006 - 2009
Skills
Litigation, Intellectual Property, Licensing, Litigation Support, Mergers & Acquisitions, Insurance, Legal Research, Legal Writing, Corporate Law, Civil Litigation, Fixed Annuities, Variable Annuities, Indexed Annuities, Equity Indexed Annuities, Life Insurance
Education
The University of Connecticut School of Law 2005 — 2009
JD, Law
University of Connecticut 2001 — 2002
Bachelor's, Communication and Human Behavior
Gordon College 1996 — 1999
Communications
Kim Demers's The Phoenix Companies Experience 2007 - 2008
Job Freelance at SPARK Institute
Industry Marketing and Advertising
Experience
SPARK Institute 2015 - Present
Demers Strategic Marketing 2012-present 2012 - Present
Salivation 2015 - 2015
Whiteboard 2014 - 2014
Accelerated Ventures 2014 - 2014
ThinkitDrinkit 2013 - 2014
CTNEXT, Connecticut's Entrepreneurial & Innovation Community 2013 - 2013
Scient Federal Credit Union 2010 - 2012
The Phoenix Companies 2007 - 2008
The Hartford Courant 2005 - 2007
Education
University of Connecticut 1985 — 1988
B.A.
SPARK Institute 2015 - Present
Demers Strategic Marketing 2012-present 2012 - Present
Salivation 2015 - 2015
Whiteboard 2014 - 2014
Accelerated Ventures 2014 - 2014
ThinkitDrinkit 2013 - 2014
CTNEXT, Connecticut's Entrepreneurial & Innovation Community 2013 - 2013
Scient Federal Credit Union 2010 - 2012
The Phoenix Companies 2007 - 2008
The Hartford Courant 2005 - 2007
Education
University of Connecticut 1985 — 1988
B.A.
Cathy Dudley, CFA's The Phoenix Companies Experience April 1985 - October 1995
Job Sr. Relationship Manager, Retired
Industry Investment Management
Experience
Wells Capital Management August 2009 - May 2014
Evergreen Investments March 2005 - August 2009
Evergreen Investments September 2002 - August 2009
Evergreen Investments September 2002 - March 2005
State Street Research January 1998 - September 2002
State Street Research & Management January 1998 - September 2002
Chancellor Capital Management October 1995 - January 1998
Chancellor Capital Management October 1995 - January 1998
The Phoenix Companies April 1985 - October 1995
Phoenix Investment Counsel January 1985 - January 1995
Skills
Asset Managment, CRM, New Business Development, Portfolio Management, Equities, Investments, Investment Management, Mutual Funds, Asset Allocation, Alternative Investments, Series 7, Fixed Income
Education
The University of Connecticut
BA, German; Economics
University of Vermont
Economics, German
Universität Salzburg
German
Wells Capital Management August 2009 - May 2014
Evergreen Investments March 2005 - August 2009
Evergreen Investments September 2002 - August 2009
Evergreen Investments September 2002 - March 2005
State Street Research January 1998 - September 2002
State Street Research & Management January 1998 - September 2002
Chancellor Capital Management October 1995 - January 1998
Chancellor Capital Management October 1995 - January 1998
The Phoenix Companies April 1985 - October 1995
Phoenix Investment Counsel January 1985 - January 1995
Skills
Asset Managment, CRM, New Business Development, Portfolio Management, Equities, Investments, Investment Management, Mutual Funds, Asset Allocation, Alternative Investments, Series 7, Fixed Income
Education
The University of Connecticut
BA, German; Economics
University of Vermont
Economics, German
Universität Salzburg
German
David Skrzyniarz's The Phoenix Companies Experience 2008 - Present
Job consultant at GSS Infotech, Inc.
Industry Information Technology and Services
Experience
The Phoenix Companies 2008 - Present
System Dynamix February 2007 - February 2008
Phoenix Life Insurance Company February 2005 - February 2007
Phoenix Life Insurance Company 2003 - February 2005
Phoenix Life Insurance Company June 2001 - February 2005
Phoenix Life Insurance Company 1993 - 2001
Skills
Analysis, Business Analysis, Business Intelligence, Business Requirements, CICS, COBOL, DB2, Data Warehousing, Disaster Recovery, Endeavor, Fileaid, IBM Utilities, IT Strategy, Integration, JCL, Mainframe, Process Improvement, Product Development, Production Support, Requirements Analysis, SDLC, Visio, SQL, Insurance
Education
Stony Brook University 1991 — 1993
MS, Physics
The Phoenix Companies 2008 - Present
System Dynamix February 2007 - February 2008
Phoenix Life Insurance Company February 2005 - February 2007
Phoenix Life Insurance Company 2003 - February 2005
Phoenix Life Insurance Company June 2001 - February 2005
Phoenix Life Insurance Company 1993 - 2001
Skills
Analysis, Business Analysis, Business Intelligence, Business Requirements, CICS, COBOL, DB2, Data Warehousing, Disaster Recovery, Endeavor, Fileaid, IBM Utilities, IT Strategy, Integration, JCL, Mainframe, Process Improvement, Product Development, Production Support, Requirements Analysis, SDLC, Visio, SQL, Insurance
Education
Stony Brook University 1991 — 1993
MS, Physics
Richard O'Reilly's The Phoenix Companies Experience June 1996 - December 1999
Job Tax Technology Specialist, United Technologies Corporation
Industry Aviation & Aerospace
Experience
UTC November 2005 - Present
The Phoenix Companies June 1996 - December 1999
Travelers Life & Annuity June 1983 - May 1994
Skills
Access, SharePoint Designer, System Development, SharePoint, Business Analysis, Projects, Sarbanes-Oxley Act, GAAP, Accounting, General Ledger, Account Reconciliation, Financial Analysis, Finance, Hyperion Enterprise, Sarbanes-Oxley, Process Improvement, Accounts Receivable, PeopleSoft, Project Planning, Financial Reporting, Internal Audit, External Audit, Budgets, Financial Accounting, Business Intelligence, Tax, Tax Research, Corporate Tax, Auditing, Analysis, Microsoft Excel, Tax Accounting, HFM, CPA, Insurance, Financial Audits, Cost Accounting, US GAAP
Education
University of Hartford 2004 — 2007
MSAT, Account and Taxation
Post University 1984 — 1991
BS, Business Management
UTC November 2005 - Present
The Phoenix Companies June 1996 - December 1999
Travelers Life & Annuity June 1983 - May 1994
Skills
Access, SharePoint Designer, System Development, SharePoint, Business Analysis, Projects, Sarbanes-Oxley Act, GAAP, Accounting, General Ledger, Account Reconciliation, Financial Analysis, Finance, Hyperion Enterprise, Sarbanes-Oxley, Process Improvement, Accounts Receivable, PeopleSoft, Project Planning, Financial Reporting, Internal Audit, External Audit, Budgets, Financial Accounting, Business Intelligence, Tax, Tax Research, Corporate Tax, Auditing, Analysis, Microsoft Excel, Tax Accounting, HFM, CPA, Insurance, Financial Audits, Cost Accounting, US GAAP
Education
University of Hartford 2004 — 2007
MSAT, Account and Taxation
Post University 1984 — 1991
BS, Business Management
Manny Hidalgo's The Phoenix Companies Experience 1995 - 2001
Job Vice President and Actuary at Prudential Financial
Industry Insurance
Experience
Prudential Financial January 2013 - Present
The Hartford 2008 - 2012
Genworth Financial 2003 - 2007
GE Financial January 2001 - November 2003
The Phoenix Companies 1995 - 2001
Education
University of Michigan 1982 — 1983
Master's, Mathematics
Prudential Financial January 2013 - Present
The Hartford 2008 - 2012
Genworth Financial 2003 - 2007
GE Financial January 2001 - November 2003
The Phoenix Companies 1995 - 2001
Education
University of Michigan 1982 — 1983
Master's, Mathematics
anthony takazawa's The Phoenix Companies Experience 1989 - 1996
Job Vice President of Investor Relations at EMC
Industry Information Technology and Services
Experience
EMC 1999 - Present
Bankers Trust 1996 - 1999
The Phoenix Companies 1989 - 1996
Skills
Equities, Corporate Communications, Investor Relations, Equity Research, Strategic Partnerships, Financial Analysis, Crisis Communications, Analyst Relations, Internal Communications, Strategic Communications, Annual Reports, Corporate Social..., Market Research, Messaging, Business Strategy, Financial Reporting, SEC filings, Written & Oral..., Shareholder Activism, Crisis management, Shareholder Value, Corporate Governance, Legal Compliance, Cross-functional Team..., Equity Derivatives, Investment Strategies, Equity Valuation, Economic Research, Crisis Management, Strategy
Education
University of Notre Dame
BBA, Finance/Investments
University of Wisconsin-Madison - School of Business
MBA, Finance/Investments
EMC 1999 - Present
Bankers Trust 1996 - 1999
The Phoenix Companies 1989 - 1996
Skills
Equities, Corporate Communications, Investor Relations, Equity Research, Strategic Partnerships, Financial Analysis, Crisis Communications, Analyst Relations, Internal Communications, Strategic Communications, Annual Reports, Corporate Social..., Market Research, Messaging, Business Strategy, Financial Reporting, SEC filings, Written & Oral..., Shareholder Activism, Crisis management, Shareholder Value, Corporate Governance, Legal Compliance, Cross-functional Team..., Equity Derivatives, Investment Strategies, Equity Valuation, Economic Research, Crisis Management, Strategy
Education
University of Notre Dame
BBA, Finance/Investments
University of Wisconsin-Madison - School of Business
MBA, Finance/Investments
Ed Tepper's The Phoenix Companies Experience 2005 - 2008
Job SVP Tax at Genworth Financial
Industry Insurance
Experience
Genworth Financial March 2008 - Present
The Phoenix Companies 2005 - 2008
Ernst & Young 1982 - 1992
Skills
Tax, Sarbanes-Oxley Act, Process Improvement, Corporate Tax, Mergers & Acquisitions, Financial Reporting, Insurance, International Tax, Tax Accounting, Accounting, Financial Analysis, Risk Management, SEC filings, Internal Controls, Financial Planners, CPA, Mergers, Financial Planning, SEC Filings
Education
Pace University 1965 — 1971
Master of Business Administration (MBA), Taxation
Genworth Financial March 2008 - Present
The Phoenix Companies 2005 - 2008
Ernst & Young 1982 - 1992
Skills
Tax, Sarbanes-Oxley Act, Process Improvement, Corporate Tax, Mergers & Acquisitions, Financial Reporting, Insurance, International Tax, Tax Accounting, Accounting, Financial Analysis, Risk Management, SEC filings, Internal Controls, Financial Planners, CPA, Mergers, Financial Planning, SEC Filings
Education
Pace University 1965 — 1971
Master of Business Administration (MBA), Taxation
Linda Samoncik's The Phoenix Companies Experience 2010 - Present
Job Second Vice President, Strategy & Business Development, The Phoenix Companies, Inc.
Industry Financial Services
Experience
The Phoenix Companies 2010 - Present
Skills
Insurance, Fixed Annuities, Life Insurance, Mutual Funds, Retirement, Wealth Management, Retirement Planning, Series 6, Series 63, Variable Annuities, Asset Allocation
Education
University of Pennsylvania 1980 — 1984
B.S., Economics
The Phoenix Companies 2010 - Present
Skills
Insurance, Fixed Annuities, Life Insurance, Mutual Funds, Retirement, Wealth Management, Retirement Planning, Series 6, Series 63, Variable Annuities, Asset Allocation
Education
University of Pennsylvania 1980 — 1984
B.S., Economics
Gary Lanzafama's The Phoenix Companies Experience 1992 - 2008
Job Sales Information Consultant at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners February 1992 - Present
Phoenix Investment Partners 1992 - 2008
The Phoenix Companies 1992 - 2008
Skills
CRM, Microsoft Office, VBA, Sales Reporting, Series 7, Investments, Separately Managed..., Mutual Funds, Sales Management, Series 63, ETFs, Portfolio Management, Wealth Management, Asset Allocation
Education
University of Connecticut 1982 — 1986
B.A, Poilitical Science
Virtus Investment Partners February 1992 - Present
Phoenix Investment Partners 1992 - 2008
The Phoenix Companies 1992 - 2008
Skills
CRM, Microsoft Office, VBA, Sales Reporting, Series 7, Investments, Separately Managed..., Mutual Funds, Sales Management, Series 63, ETFs, Portfolio Management, Wealth Management, Asset Allocation
Education
University of Connecticut 1982 — 1986
B.A, Poilitical Science
Joe McDougall's The Phoenix Companies Experience February 1999 - February 2015
Job AVP IT Finance Analytics at The Phoenix Companies, Inc.
Industry Insurance
Experience
The Phoenix Companies, Inc. February 2015 - Present
The Phoenix Companies February 1999 - February 2015
Phoenix October 1992 - January 1999
Skills
Insurance, Vendor Management, Financial Analysis, Project Management, Program Management, Management, Life Insurance, Strategic Planning, IT Management, IT Strategy, Outsourcing
Education
St. Francis University 1979 — 1983
BS, Accounting
The Phoenix Companies, Inc. February 2015 - Present
The Phoenix Companies February 1999 - February 2015
Phoenix October 1992 - January 1999
Skills
Insurance, Vendor Management, Financial Analysis, Project Management, Program Management, Management, Life Insurance, Strategic Planning, IT Management, IT Strategy, Outsourcing
Education
St. Francis University 1979 — 1983
BS, Accounting
Kathy Genier's The Phoenix Companies Experience November 1992 - Present
Job Director at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies November 1992 - Present
Phoenix Life Insurance Company 1992 - Present
Carl Company June 1978 - June 1991
Skills
Insurance, Risk Management, Vendor Relationship..., Life Insurance, Underwriting, Process Improvement, SDLC, Lean Thinking, Reinsurance, Business Analysis, Vendor Management, Software Documentation, Requirements Gathering, Financial Services, Property & Casualty..., Employee Benefits, Mutual Funds, Health Insurance, Fixed Annuities, Business Process..., Vendor Audit, Project Coordination
Education
University at Albany, SUNY
BS, Business, Economics, Management
The Phoenix Companies November 1992 - Present
Phoenix Life Insurance Company 1992 - Present
Carl Company June 1978 - June 1991
Skills
Insurance, Risk Management, Vendor Relationship..., Life Insurance, Underwriting, Process Improvement, SDLC, Lean Thinking, Reinsurance, Business Analysis, Vendor Management, Software Documentation, Requirements Gathering, Financial Services, Property & Casualty..., Employee Benefits, Mutual Funds, Health Insurance, Fixed Annuities, Business Process..., Vendor Audit, Project Coordination
Education
University at Albany, SUNY
BS, Business, Economics, Management
Don Griswold's The Phoenix Companies Experience ProgrammerSpencer Turbine1981 - 1985
Job 2nd VP Shared Services at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies ProgrammerSpencer Turbine1981 - 1985
Skills
Life Insurance, Insurance, SDLC, Financial Services, Vendor Management, Business Analysis, Risk Management, Requirements Analysis, Requirements Gathering, PMO, IT Strategy
Education
Quinnipiac University 1977 — 1981
BS, Computer Science
The Phoenix Companies ProgrammerSpencer Turbine1981 - 1985
Skills
Life Insurance, Insurance, SDLC, Financial Services, Vendor Management, Business Analysis, Risk Management, Requirements Analysis, Requirements Gathering, PMO, IT Strategy
Education
Quinnipiac University 1977 — 1981
BS, Computer Science
Janice Goldstein's The Phoenix Companies Experience April 2001 - April 2009
Job New Business Account Manager
Industry Financial Services
Experience
Compass Financial Associates October 2014 - Present
Blue Water Financial Group 2009 - January 2014
The Phoenix Companies April 2001 - April 2009
Skills
Strategic Financial..., Life Insurance, Retirement Planning, Retirement, Insurance, Recruiting, Fixed Annuities, Pensions
Education
Oakland University 1988 — 1990
Business
Compass Financial Associates October 2014 - Present
Blue Water Financial Group 2009 - January 2014
The Phoenix Companies April 2001 - April 2009
Skills
Strategic Financial..., Life Insurance, Retirement Planning, Retirement, Insurance, Recruiting, Fixed Annuities, Pensions
Education
Oakland University 1988 — 1990
Business
Palmer Williams, CFP's The Phoenix Companies Experience February 2005 - January 2010
Job National Sales Director at Saybrus Partners
Industry Insurance
Experience
Saybrus Partners February 2005 - Present
The Phoenix Companies February 2005 - January 2010
SouthTrust Bank 2002 - 2005
Skills
Management, Insurance, Sales, Wealth Management, Life Insurance, Retirement, Retirement Planning, Long-term Care, Series 63, Series 6, Series 7, Estate Planning
Education
Wofford College 1995 — 1999
Bachelor of Arts, Business Economics
The American College
CLU, ChFC
Saybrus Partners February 2005 - Present
The Phoenix Companies February 2005 - January 2010
SouthTrust Bank 2002 - 2005
Skills
Management, Insurance, Sales, Wealth Management, Life Insurance, Retirement, Retirement Planning, Long-term Care, Series 63, Series 6, Series 7, Estate Planning
Education
Wofford College 1995 — 1999
Bachelor of Arts, Business Economics
The American College
CLU, ChFC
Maureen Hinshaw's The Phoenix Companies Experience August 2002 - May 2011
Job Project Manager at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group November 2012 - Present
MassMutual Financial Group May 2011 - September 2012
The Phoenix Companies August 2002 - May 2011
Education
University of Massachusetts, Amherst 2004 — 2007
M.B.A., Business
Springfield College 1997 — 2001
B.S., History
MassMutual Financial Group November 2012 - Present
MassMutual Financial Group May 2011 - September 2012
The Phoenix Companies August 2002 - May 2011
Education
University of Massachusetts, Amherst 2004 — 2007
M.B.A., Business
Springfield College 1997 — 2001
B.S., History
Scott Lemme's The Phoenix Companies Experience June 2006 - August 2007
Job Application Engineer, Retirement Services at MassMutual Financial Group
Industry Information Technology and Services
Experience
MassMutual Financial Group September 2010 - Present
Channing Bete Company August 2007 - September 2009
The Phoenix Companies June 2006 - August 2007
Phoenix Life Insurance Company June 2002 - June 2006
Phoenix Life Insurance Company June 2000 - June 2002
Phoenix Life Insurance Company August 1998 - June 2000
Phoenix Life Insurance Company November 1990 - June 1996
Whalley Computer Associates, Inc January 1988 - November 1990
US Navy January 1982 - January 1988
Education
The Master's College 2000 — 2006
MABC, Biblical Counseling
Westfield State University
BA, Mathematics, Computer Science, Education
MassMutual Financial Group September 2010 - Present
Channing Bete Company August 2007 - September 2009
The Phoenix Companies June 2006 - August 2007
Phoenix Life Insurance Company June 2002 - June 2006
Phoenix Life Insurance Company June 2000 - June 2002
Phoenix Life Insurance Company August 1998 - June 2000
Phoenix Life Insurance Company November 1990 - June 1996
Whalley Computer Associates, Inc January 1988 - November 1990
US Navy January 1982 - January 1988
Education
The Master's College 2000 — 2006
MABC, Biblical Counseling
Westfield State University
BA, Mathematics, Computer Science, Education
DelBasso Donna's The Phoenix Companies Experience 1976 - 2004
Job Sr Administrative Assistant at Yale University
Industry Higher Education
Experience
Yale University Sr. Compensation ConsultantPhoenix Life Insurance Company1976 - 2005
The Phoenix Companies 1976 - 2004
Education
Quinnipiac University 1980 — 1982
Business
Yale University Sr. Compensation ConsultantPhoenix Life Insurance Company1976 - 2005
The Phoenix Companies 1976 - 2004
Education
Quinnipiac University 1980 — 1982
Business
Allen Brant CLU,ChFC,CAS's The Phoenix Companies Experience Senior Wholesaler-Team LeaderPhoenix2000 - Present
Job Team LeaderSenior Internal Wholesaler at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies Senior Wholesaler-Team LeaderPhoenix2000 - Present
Phoenix Life Insurance Company 1999 - 2001
Phoenix Life Insurance Company 1994 - 1998
Phoenix Life Insurance Company 1989 - 1994
Prudential Financial 1988 - 1989
Skills
Marketing, Insurance, Variable Annuities, Customer Service, Fixed Annuities, Strategic Financial..., Term Life Insurance, Sales, Mutual Funds, Retirement, Life Insurance, 401k, Employee Benefits, Retirement Planning, Long-term Care, Brokers, Disability Insurance, Series 6, Management, Series 63, Wealth Management, Estate Planning, Financial Planning
Education
University of Connecticut
BA, Economics
The Phoenix Companies Senior Wholesaler-Team LeaderPhoenix2000 - Present
Phoenix Life Insurance Company 1999 - 2001
Phoenix Life Insurance Company 1994 - 1998
Phoenix Life Insurance Company 1989 - 1994
Prudential Financial 1988 - 1989
Skills
Marketing, Insurance, Variable Annuities, Customer Service, Fixed Annuities, Strategic Financial..., Term Life Insurance, Sales, Mutual Funds, Retirement, Life Insurance, 401k, Employee Benefits, Retirement Planning, Long-term Care, Brokers, Disability Insurance, Series 6, Management, Series 63, Wealth Management, Estate Planning, Financial Planning
Education
University of Connecticut
BA, Economics
Jason Zwanch's The Phoenix Companies Experience June 2006 - December 2012
Job Senior Life Actuary at AIG
Industry Insurance
Experience
AIG June 2012 - Present
The Phoenix Companies June 2006 - December 2012
Skills
Fixed Annuities, Risk Management, Underwriting, Life Insurance, Insurance, Financial Risk, Employee Benefits, Retirement, Mutual Funds, Retirement Planning, Property & Casualty..., Investments, Enterprise Risk..., Financial Analysis, Health Insurance
Education
Penn State University
Actuarial Science, International Business
AIG June 2012 - Present
The Phoenix Companies June 2006 - December 2012
Skills
Fixed Annuities, Risk Management, Underwriting, Life Insurance, Insurance, Financial Risk, Employee Benefits, Retirement, Mutual Funds, Retirement Planning, Property & Casualty..., Investments, Enterprise Risk..., Financial Analysis, Health Insurance
Education
Penn State University
Actuarial Science, International Business
Michael Hanrahan's The Phoenix Companies Experience 2008 - 2012
Job Resolution Life
Industry Insurance
Experience
Resolution Life 2013 - Present
The Phoenix Companies 2008 - 2012
Darwin Professional Underwriters (Acquired by Allied World Assurance Company) 2006 - 2008
Prudential Financial/CIGNA Retirement 1999 - 2006
CIGNA Investment Management 1996 - 1999
Aetna 1990 - 1996
Cambridge Associates 1988 - 1990
KPMG 1985 - 1988
Skills
Finance Transformation, Large Scale Change..., Process Improvement, Organizational Design, Organizational..., Strategic Partnerships, Retirement, Insurance, Financial Reporting, Financial Analysis, Strategic Financial..., Financial Accounting, SEC filings, US GAAP, Financial Modeling, Internal Controls, Sarbanes-Oxley, Risk Management, Auditing, Reinsurance, Enterprise Risk..., Mergers, Financial Services, Mergers & Acquisitions, Sarbanes-Oxley Act, Accounting, Managerial Finance, GAAP, Variance Analysis
Education
The University of Connecticut 1981 — 1985
B.S., Accounting, Summa Cum Laude
Resolution Life 2013 - Present
The Phoenix Companies 2008 - 2012
Darwin Professional Underwriters (Acquired by Allied World Assurance Company) 2006 - 2008
Prudential Financial/CIGNA Retirement 1999 - 2006
CIGNA Investment Management 1996 - 1999
Aetna 1990 - 1996
Cambridge Associates 1988 - 1990
KPMG 1985 - 1988
Skills
Finance Transformation, Large Scale Change..., Process Improvement, Organizational Design, Organizational..., Strategic Partnerships, Retirement, Insurance, Financial Reporting, Financial Analysis, Strategic Financial..., Financial Accounting, SEC filings, US GAAP, Financial Modeling, Internal Controls, Sarbanes-Oxley, Risk Management, Auditing, Reinsurance, Enterprise Risk..., Mergers, Financial Services, Mergers & Acquisitions, Sarbanes-Oxley Act, Accounting, Managerial Finance, GAAP, Variance Analysis
Education
The University of Connecticut 1981 — 1985
B.S., Accounting, Summa Cum Laude
Connie Noiva's The Phoenix Companies Experience 1998 - 2008
Job VP Information Technology at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners November 2008 - Present
The Phoenix Companies 1998 - 2008
CIGNA 1997 - 1998
Aetna 1980 - 1996
Skills
Vendor Management, Disaster Recovery, Risk Management, Process Improvement, SDLC, Program Management, IT Service Management, Requirements Gathering, Enterprise Architecture, Information Technology, Business Analysis, Integration, PMP, IT Management, IT Strategy
Education
University of Connecticut 1975 — 1980
BS, Math
Virtus Investment Partners November 2008 - Present
The Phoenix Companies 1998 - 2008
CIGNA 1997 - 1998
Aetna 1980 - 1996
Skills
Vendor Management, Disaster Recovery, Risk Management, Process Improvement, SDLC, Program Management, IT Service Management, Requirements Gathering, Enterprise Architecture, Information Technology, Business Analysis, Integration, PMP, IT Management, IT Strategy
Education
University of Connecticut 1975 — 1980
BS, Math
Karen Frantz's The Phoenix Companies Experience 1992 - 2008
Job Sales Support at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners November 2008 - Present
Phoenix Insurance Company November 1992 - November 2008
The Phoenix Companies 1992 - 2008
Skills
Mutual Funds, Investments, Series 7, Series 63, Fixed Annuities
Education
Springfield Technical Community College
Computer Science
Virtus Investment Partners November 2008 - Present
Phoenix Insurance Company November 1992 - November 2008
The Phoenix Companies 1992 - 2008
Skills
Mutual Funds, Investments, Series 7, Series 63, Fixed Annuities
Education
Springfield Technical Community College
Computer Science
Bret Gerber's The Phoenix Companies Experience May 1900 - May 2010
Job Regional Vice President Independent Distribution The Prudential Insurance Company of America
Industry Insurance
Experience
The Prudential Insurance Company of America January 2013 - Present
The Hartford May 2010 - Present
The Phoenix Companies May 1900 - May 2010
Skills
Insurance, Estate Planning, Fixed Annuities, Life Insurance, Wealth, Financial Advisory, Business Planning, Retirement, Term Life Insurance, High Net Worth..., Wealth Accumulation, Finance, Wealth Management..., Retirement Planning, Long-term Care
Education
University of Georgia - Terry College of Business
BBA
The Prudential Insurance Company of America January 2013 - Present
The Hartford May 2010 - Present
The Phoenix Companies May 1900 - May 2010
Skills
Insurance, Estate Planning, Fixed Annuities, Life Insurance, Wealth, Financial Advisory, Business Planning, Retirement, Term Life Insurance, High Net Worth..., Wealth Accumulation, Finance, Wealth Management..., Retirement Planning, Long-term Care
Education
University of Georgia - Terry College of Business
BBA
Terri Strong's The Phoenix Companies Experience 1984 - 2009
Job ?
Industry Insurance
Experience
Knights of Columbus December 2010 - Present
Phoenix Life Insurance Company 1984 - 2009
The Phoenix Companies 1984 - 2009
Education
University of Hartford 1976 — 1980
BA, Communications
Knights of Columbus December 2010 - Present
Phoenix Life Insurance Company 1984 - 2009
The Phoenix Companies 1984 - 2009
Education
University of Hartford 1976 — 1980
BA, Communications
Myra DeNapoli's The Phoenix Companies Experience 1994 - 2004
Job Sr. Retirement Plan Specialist at Chemtura Corporation
Industry Human Resources
Experience
Chemtura Corporation March 2015 - Present
Hartford Hospital June 2011 - Present
MidState Medical Center May 2004 - May 2011
Phoenix Life Insurance Company 1994 - 2005
The Phoenix Companies 1994 - 2004
CIGNA Healthcare 1973 - 1994
Skills
Employee Relations, Pensions, Employee Benefits, System Administration, Benefits Administration, Insurance, Healthcare, Pension Administration, Administration, Deferred Compensation, Health Insurance, Process Improvement, Recruiting, Human Resources, HIPAA, Management, Employee Engagement, Performance Management, Defined Benefit
Education
University of Hartford
MS, Organizational Behavior, Career Counseling
St Joseph's College for Women
MA, career counseling
Chemtura Corporation March 2015 - Present
Hartford Hospital June 2011 - Present
MidState Medical Center May 2004 - May 2011
Phoenix Life Insurance Company 1994 - 2005
The Phoenix Companies 1994 - 2004
CIGNA Healthcare 1973 - 1994
Skills
Employee Relations, Pensions, Employee Benefits, System Administration, Benefits Administration, Insurance, Healthcare, Pension Administration, Administration, Deferred Compensation, Health Insurance, Process Improvement, Recruiting, Human Resources, HIPAA, Management, Employee Engagement, Performance Management, Defined Benefit
Education
University of Hartford
MS, Organizational Behavior, Career Counseling
St Joseph's College for Women
MA, career counseling
Wendy Manners Seaman's The Phoenix Companies Experience January 1979 - December 1991
Job at
Industry Hospital & Health Care
Experience
Retired November 2013 - Present
Brattleboro Memorial Hospital January 2007 - November 2013
The Hartford January 1992 - October 2006
The Phoenix Companies January 1979 - December 1991
Skills
Healthcare, Clinical Research, Healthcare Management, Hospitals, EMR, EHR, Strategic Planning, Nonprofits, Customer Service, Team Building, Treatment, Management, Public Health, Nursing, Process Improvement, Healthcare Information..., ACLS, Leadership, Managed Care
Education
Smith College 1975 — 1978
Bachelors of Science, Clinical Psychology, 3.5
Retired November 2013 - Present
Brattleboro Memorial Hospital January 2007 - November 2013
The Hartford January 1992 - October 2006
The Phoenix Companies January 1979 - December 1991
Skills
Healthcare, Clinical Research, Healthcare Management, Hospitals, EMR, EHR, Strategic Planning, Nonprofits, Customer Service, Team Building, Treatment, Management, Public Health, Nursing, Process Improvement, Healthcare Information..., ACLS, Leadership, Managed Care
Education
Smith College 1975 — 1978
Bachelors of Science, Clinical Psychology, 3.5
Paul Sedlacek's The Phoenix Companies Experience June 2007 - April 2009
Job Financial and Insurance Sales Professional
Industry Financial Services
Experience
MetLife April 2010 - March 2014
The Phoenix Companies June 2007 - April 2009
ING Financial Partners August 2006 - June 2007
ING Financial Partners January 2004 - June 2006
Prolab 2000 - 2003
Skills
Insurance, Customer Service, Series 63, Sales Operations, Fixed Annuities, Series 6, 401k, Sales, Term Life Insurance, Strategic Financial..., Retirement, Mutual Funds, Variable Annuities, Sales Management, Investments, Life Insurance, Retirement Planning, Asset Allocation
Education
University of Connecticut 1995 — 2000
Bachelor's, Communications
Asnuntuck Community Technical College 1992 — 1995
Associate's, General Studies
MetLife April 2010 - March 2014
The Phoenix Companies June 2007 - April 2009
ING Financial Partners August 2006 - June 2007
ING Financial Partners January 2004 - June 2006
Prolab 2000 - 2003
Skills
Insurance, Customer Service, Series 63, Sales Operations, Fixed Annuities, Series 6, 401k, Sales, Term Life Insurance, Strategic Financial..., Retirement, Mutual Funds, Variable Annuities, Sales Management, Investments, Life Insurance, Retirement Planning, Asset Allocation
Education
University of Connecticut 1995 — 2000
Bachelor's, Communications
Asnuntuck Community Technical College 1992 — 1995
Associate's, General Studies
Ken Moorman's The Phoenix Companies Experience March 1987 - April 2000
Job Regional Sales Manager at Reliance Standard
Industry Insurance
Experience
Reliance Standard May 2002 - Present
Reliance Standard Life Insurance Company 2002 - Present
GE Financial Assurance April 2000 - May 2002
The Phoenix Companies March 1987 - April 2000
Unum June 1983 - March 1987
Education
Rockhurst University 1979 — 1983
BSBA, Finance
Reliance Standard May 2002 - Present
Reliance Standard Life Insurance Company 2002 - Present
GE Financial Assurance April 2000 - May 2002
The Phoenix Companies March 1987 - April 2000
Unum June 1983 - March 1987
Education
Rockhurst University 1979 — 1983
BSBA, Finance
Matt Heaphy's The Phoenix Companies Experience 2007 - Present
Job 2nd Vice President and Actuary at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies 2007 - Present
Skills
Insurance, Life Insurance, Actuarial Science, Financial Modeling, Fixed Annuities, Indexed Annuities, Pricing, Derivatives, VBA, Quantitative Finance, Data Analysis, Access, Hedging, Financial Analysis, Risk Management, Variable Annuities
Education
University of Connecticut 2003 — 2007
BS, Mathematics and Actuarial Science
The Phoenix Companies 2007 - Present
Skills
Insurance, Life Insurance, Actuarial Science, Financial Modeling, Fixed Annuities, Indexed Annuities, Pricing, Derivatives, VBA, Quantitative Finance, Data Analysis, Access, Hedging, Financial Analysis, Risk Management, Variable Annuities
Education
University of Connecticut 2003 — 2007
BS, Mathematics and Actuarial Science
Joleen Speight's The Phoenix Companies Experience January 2010 - July 2012
Job Vice President, Enterprise Services at The Phoenix Companies, Inc.
Industry Insurance
Experience
The Phoenix Companies, Inc. May 2015 - Present
The Phoenix Companies, Inc. August 2012 - May 2015
The Phoenix Companies January 2010 - July 2012
The Phoenix Companies November 2007 - January 2010
The Phoenix Companies, Inc. September 2007 - January 2010
Skills
Insurance, Strategy, MS Project, SDLC, Leadership, Program Management, Project Planning, Business Strategy
Education
The American College
Masters of Science, Management
University of Massachusetts, Amherst 1987 — 1991
Bachelors, Political Science
The Phoenix Companies, Inc. May 2015 - Present
The Phoenix Companies, Inc. August 2012 - May 2015
The Phoenix Companies January 2010 - July 2012
The Phoenix Companies November 2007 - January 2010
The Phoenix Companies, Inc. September 2007 - January 2010
Skills
Insurance, Strategy, MS Project, SDLC, Leadership, Program Management, Project Planning, Business Strategy
Education
The American College
Masters of Science, Management
University of Massachusetts, Amherst 1987 — 1991
Bachelors, Political Science
Chunhua (Joanne) Zhu's The Phoenix Companies Experience August 2012 - March 2013
Job Experienced Actuary and Quantitative Analyst
Industry Insurance
Experience
AIG December 2014 - Present
The Phoenix Companies August 2012 - March 2013
Phoenix Life Insurance Company January 2011 - August 2012
Phoenix Life Insurance Company July 2010 - August 2010
Shanghai Weilong Property Management Ltd June 2008 - August 2008
Skills
Actuarial Science, VBA, Access, Spreadsheets, Insurance, Risk Management, TAS, ALM, Microsoft Excel, Life Insurance, Financial Modeling, Investments, Bloomberg, Excel, Mathematics, SAS, JMP
Education
The University of Connecticut School of Business 2014 — 2015
Master's degree
University of Illinois at Urbana-Champaign 2008 — 2010
Bachelor of Science, Mathematics & Actuarial Science
AIG December 2014 - Present
The Phoenix Companies August 2012 - March 2013
Phoenix Life Insurance Company January 2011 - August 2012
Phoenix Life Insurance Company July 2010 - August 2010
Shanghai Weilong Property Management Ltd June 2008 - August 2008
Skills
Actuarial Science, VBA, Access, Spreadsheets, Insurance, Risk Management, TAS, ALM, Microsoft Excel, Life Insurance, Financial Modeling, Investments, Bloomberg, Excel, Mathematics, SAS, JMP
Education
The University of Connecticut School of Business 2014 — 2015
Master's degree
University of Illinois at Urbana-Champaign 2008 — 2010
Bachelor of Science, Mathematics & Actuarial Science
Gerry Fawthrop's The Phoenix Companies Experience 1998 - 2008
Job Senior Manager at CohnReznick
Industry Accounting
Experience
CohnReznick January 2008 - Present
J.H. Cohn LLP November 2011 - October 2012
Kostin, Ruffkess & Company, LLC January 2008 - November 2011
The Phoenix Companies 1998 - 2008
Price Waterhouse Coopers December 1992 - January 1998
Skills
Corporate Tax, Tax, Accounting, CPA, US GAAP
Education
Saint Michael's College 1985 — 1989
BS, Accounting
CohnReznick January 2008 - Present
J.H. Cohn LLP November 2011 - October 2012
Kostin, Ruffkess & Company, LLC January 2008 - November 2011
The Phoenix Companies 1998 - 2008
Price Waterhouse Coopers December 1992 - January 1998
Skills
Corporate Tax, Tax, Accounting, CPA, US GAAP
Education
Saint Michael's College 1985 — 1989
BS, Accounting
Feliz Hebert's The Phoenix Companies Experience 2008 - 2010
Job Sr Undewriting Consultant at Transamerica Financial Life Insurance Company
Industry Insurance
Experience
Transamerica Financial Life Insurance Company April 2010 - Present
The Phoenix Companies 2008 - 2010
MetLife September 2005 - 2008
Lincoln Financial Group June 2004 - September 2005
Merrill Lynch January 1987 - September 2001
MassMutual Financial Group September 1984 - December 1986
Skills
Insurance, Reinsurance, Life Insurance, Disability Insurance, Risk Management, Health Insurance, Property & Casualty..., General Insurance, Fixed Annuities, Financial Risk, Term Life Insurance, Brokers, Actuarial Science, Employee Benefits
Education
Western New England College 1981 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Springfield Technical Community College 1979 — 1981
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Classical High School Springfield Massachusetts 1971 — 1974
High School
Transamerica Financial Life Insurance Company April 2010 - Present
The Phoenix Companies 2008 - 2010
MetLife September 2005 - 2008
Lincoln Financial Group June 2004 - September 2005
Merrill Lynch January 1987 - September 2001
MassMutual Financial Group September 1984 - December 1986
Skills
Insurance, Reinsurance, Life Insurance, Disability Insurance, Risk Management, Health Insurance, Property & Casualty..., General Insurance, Fixed Annuities, Financial Risk, Term Life Insurance, Brokers, Actuarial Science, Employee Benefits
Education
Western New England College 1981 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Springfield Technical Community College 1979 — 1981
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Classical High School Springfield Massachusetts 1971 — 1974
High School
Heath A. Raymond, CFA's The Phoenix Companies Experience March 2008 - Present
Job Senior Private Placement Investment Analyst at The Phoenix Companies
Industry Investment Management
Experience
The Phoenix Companies March 2008 - Present
American Family Insurance July 2005 - March 2008
Auction X-Press, LLC August 2004 - July 2005
Assurity Life August 1999 - August 2004
Skills
Fixed Income, Bonds, Credit Analysis, Research, Due Diligence, Financial Modeling, Valuation, Capital Markets, Economics, Risk Management, Management
Education
University of Nebraska-Lincoln 2001 — 2003
MBA, Finance
University of Nebraska-Lincoln 1995 — 1999
B.S., Finance and Economics
The Phoenix Companies March 2008 - Present
American Family Insurance July 2005 - March 2008
Auction X-Press, LLC August 2004 - July 2005
Assurity Life August 1999 - August 2004
Skills
Fixed Income, Bonds, Credit Analysis, Research, Due Diligence, Financial Modeling, Valuation, Capital Markets, Economics, Risk Management, Management
Education
University of Nebraska-Lincoln 2001 — 2003
MBA, Finance
University of Nebraska-Lincoln 1995 — 1999
B.S., Finance and Economics
Karen Dillman Sebach's The Phoenix Companies Experience November 1984 - March 1988
Job President at Sebach & Associates, Inc.
Industry Human Resources
Experience
Sebach & Associates, Inc. September 1994 - Present
TR Paul, Inc. August 1993 - September 1994
Pentec, Inc. April 1990 - August 1993
Mercer March 1988 - April 1990
The Phoenix Companies November 1984 - March 1988
Skills
Profit Sharing, Actuarial Science, 401k, Pensions, Defined Benefit, Retirement Plan..., Employee Benefits, ERISA, Qualified Retirement..., Pension Administration, Benefits Administration, Retirement Planning, Defined Contribution, Retirement
Education
Ohio Northern University
Mathematics
Sebach & Associates, Inc. September 1994 - Present
TR Paul, Inc. August 1993 - September 1994
Pentec, Inc. April 1990 - August 1993
Mercer March 1988 - April 1990
The Phoenix Companies November 1984 - March 1988
Skills
Profit Sharing, Actuarial Science, 401k, Pensions, Defined Benefit, Retirement Plan..., Employee Benefits, ERISA, Qualified Retirement..., Pension Administration, Benefits Administration, Retirement Planning, Defined Contribution, Retirement
Education
Ohio Northern University
Mathematics
Mark Sinopoli's The Phoenix Companies Experience August 2012 - Present
Job Vice President Life & Annuity Financial Reporting at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies August 2012 - Present
Hartford Life 1997 - August 2012
UnitedHealthcare 1996 - 1997
The Hanover Insurance Group June 1992 - June 1996
Skills
Data Analysis, Mergers & Acquisitions, Financial Reporting, Asset Management, Derivatives, General Insurance, Actuarial Science, Reinsurance, Term Life Insurance, Strategic Planning, Business Analysis, Financial Modeling, Sarbanes-Oxley Act, Analysis, Relationship Management, Finance, Financial Services, GAAP, Access, Process Improvement, Change Management, Valuation, Fixed Annuities, Life Insurance, Employee Benefits, Variable Annuities, Insurance, Pricing, MoSes, Financial Risk
Education
The University of Connecticut 1988 — 1992
BA, Math / Actuarial Science
The Phoenix Companies August 2012 - Present
Hartford Life 1997 - August 2012
UnitedHealthcare 1996 - 1997
The Hanover Insurance Group June 1992 - June 1996
Skills
Data Analysis, Mergers & Acquisitions, Financial Reporting, Asset Management, Derivatives, General Insurance, Actuarial Science, Reinsurance, Term Life Insurance, Strategic Planning, Business Analysis, Financial Modeling, Sarbanes-Oxley Act, Analysis, Relationship Management, Finance, Financial Services, GAAP, Access, Process Improvement, Change Management, Valuation, Fixed Annuities, Life Insurance, Employee Benefits, Variable Annuities, Insurance, Pricing, MoSes, Financial Risk
Education
The University of Connecticut 1988 — 1992
BA, Math / Actuarial Science
Eleanor Bernier's The Phoenix Companies Experience April 1987 - Present
Job Computer programmer at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies April 1987 - Present
Education
The University of Connecticut
Bachelor of Arts (BA), Actuarial Science
The Phoenix Companies April 1987 - Present
Education
The University of Connecticut
Bachelor of Arts (BA), Actuarial Science
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.