The Phoenix Companies, Inc.

Industry: Financial services company

Description

The 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, Inc. Employees

Employee
Years
Job
Industry
Brendan Higgins Brendan Higgins Minneapolis, Minnesota Details
Brendan Higgins's The Phoenix Companies, Inc. Experience January 1993 - December 1995
Job Lead Programmer Analyst at Universal Hospital Services
Industry Medical Devices
Experience
Universal Hospital Services  December 2004 - Present
Lawson Software  May 2001 - December 2004
netASPx  December 1997 - May 2001
Virtual Information Systems   December 1995 - December 1997
The Phoenix Companies, Inc.   January 1993 - December 1995

Skills
Healthcare, Healthcare Information..., Process Improvement, Visio, IBM iSeries, Cross-functional Team..., Medical Devices, Business Analysis

Education
University of Hartford   1989 — 1993
Bachelor of Arts (B.A.), Mathematics

Alyce K. Buchanan, MA Alyce K. Buchanan, MA Greater Chicago Area Details
Alyce K. Buchanan, MA's The Phoenix Companies, Inc. Experience 2001 - 2007
Job Director, Customer Care at The Trustmark Companies
Industry Management Consulting
Experience
Trustmark Companies  June 2014 - Present
Buchanan Enterprises   2009 - Present
Cintas  February 2012 - June 2014
Republic Services Inc  2009 - 2010
Dyson Inc  2007 - 2009
The Phoenix Companies, Inc.   2001 - 2007
ValueOptions  1995 - 2001

Skills
Leadership, Process Improvement, Leadership Development, Strategic Planning, Call Centers, Team Building, Coaching, Interviews, Management, Performance Management, Data Analysis, Marketing, Employee Engagement, Analysis, Cross-functional Team..., Recruiting, Organizational..., Program Management, Employee Relations, Talent Management, Training, Human Resources, Public Speaking, Change Management, Team Leadership, Account Management, Strategy

Education
Northwestern University   1986 — 1988
Masters Degree, Communications

Northwestern University   1980 — 1984
BS, Speech / Sociology

Whitney M. Young Magnet High School   1976 — 1980
Diploma

Drake Elementary School

Ellen Morelli Ellen Morelli Hartford, Connecticut Area Details
Ellen Morelli's The Phoenix Companies, Inc. Experience June 2013 - January 2014
Job Strategic Proposal Writer at Aetna
Industry Insurance
Experience
Aetna  June 2015 - Present
Center for Career Development  August 2014 - May 2015
Harleigh B. Trecker Library, University of Connecticut   January 2012 - May 2015
Travelers  May 2014 - August 2014
The Phoenix Companies, Inc.   June 2013 - January 2014
University of Connecticut  May 2012 - August 2012
American Eagle Outfitters  July 2010 - December 2011

Skills
Information Technology, Microsoft Office, Project Planning, Leadership, Research, Microsoft Excel, Policy, Access, Data Analysis, Time Management, Teamwork, Event Planning, Analysis, Public Speaking, Customer Service, PowerPoint, Communication, Microsoft Word

Education
The University of Connecticut   2011 — 2015
Bachelor of Science, Business Administration, Major GPA: 4.0/4.0; Cumulative GPA: 3.8/4.0

Southington High School   2007 — 2011
High School Diploma

Ernest McNeill, CPA, CFA Ernest McNeill, CPA, CFA Hartford, Connecticut Area Details
Ernest McNeill, CPA, CFA's The Phoenix Companies, Inc. Experience August 2014 - Present
Job Senior Finance Executive, Financial Services
Industry Financial Services
Experience
The Phoenix Companies, Inc.   August 2014 - Present
Fidelity Investments  August 2010 - December 2013
Hartford Life Insurance Company  2003 - 2010
Hartford Investment Management Company  1997 - 2003
Office of the State Treasurer  1995 - 1997
Advest Bank  1993 - 1995
PriceWaterhouseCoopers (Coopers & Lybrand)   1986 - 1993

Skills
Finance, Financial Reporting, Corporate Finance, Internal Controls, Auditing, Accounting, Financial Services, Analysis, Corporate Governance, Securities, Leadership, Banking, Insurance, Executive Management, Investor Relations, Financial Analysis, Sarbanes-Oxley Act, Strategic Financial..., Managerial Finance, Risk Management, Financial Modeling, SEC filings, Financial Accounting

Education
The University of Connecticut   1998 — 2001
MBA, Finance

The University of Connecticut   1982 — 1986
Bachelor of Science, Accounting

Troy Briggs Troy Briggs Greater Boston Area Details
Troy Briggs's The Phoenix Companies, Inc. Experience September 2001 - January 2010
Job National Sales, Phoenix Annuities at Saybrus Partners
Industry Insurance
Experience
Saybrus Partners  January 2010 - Present
The Phoenix Companies, Inc.   September 2001 - January 2010
MFS Investment Management  1998 - 2001
Jefferson Pilot Financial  1996 - 1998
MetLife  1994 - 1996

Skills
Insurance, Series 63, Fixed Annuities, Life Insurance, Series 7, Retirement, Mutual Funds, Retirement Planning, Series 6, Long-term Care, Wealth Management, Estate Planning, Term Life Insurance, 401k, Disability Insurance, Strategic Financial...

Education
University of Maine   1989 — 1993
BA, History

Patricia Lewis Patricia Lewis Windsor, Connecticut Details
Patricia Lewis's The Phoenix Companies, Inc. Experience 1997 - 2000
Job Client Relations Manager at LIMRA
Industry Market Research
Experience
LIMRA  March 2013 - Present
Prudential Financial (Contracted through Adecco)   May 2012 - September 2012
FUTURITY FIRST Insurance Group  October 2011 - May 2012
Voya Financial  March 2007 - October 2011
AXA US  December 2005 - March 2007
New England Financial, A MetLife Company  2002 - 2005
MassMutual Financial Group  2000 - 2001
The Phoenix Companies, Inc.   1997 - 2000

Skills
Time Management, CRM, Microsoft Office, Team-oriented, Life Insurance, Event Planning, Microsoft Excel, Computer Proficiency, Communication Skills, Organizational..., Training, Management, Teamwork, Preparedness, Event Management, Modeling, Marketing, Forward Thinking, Sales, Insurance, Investments, Financial Services, Qualified Retirement..., Retirement Planning, Relationship Management

Education
Central Connecticut State University
Bachelor of Arts degree

Sean Marien Sean Marien Hartford, Connecticut Details
Sean Marien's The Phoenix Companies, Inc. Experience October 2011 - February 2015
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

Amy L. Washburn, MBA Amy L. Washburn, MBA Hartford, Connecticut Area Details
Amy L. Washburn, MBA's The Phoenix Companies, Inc. Experience September 2014 - Present
Job Project Manager at The Phoenix Companies, Inc.
Industry Financial Services
Experience
The Phoenix Companies, Inc.   September 2014 - Present
American Eagle Federal Credit Union  January 2010 - August 2014
American Eagle Federal Credit Union  March 2003 - January 2010
American Eagle Federal Credit Union  March 2003 - January 2006
CSC  January 1998 - January 2002

Skills
Project Management, Vendor Management, Change Management, Project Planning, Management, Analysis, Leadership, Process Improvement, Resource Management, Budgets, Risk Management, RFP Design and..., Project Coordination, PSNext, Training, Multiple Project..., PMO, Cross-functional Team..., Stakeholder Analysis, Budget Process, Resource Allocation, Quality Management, Contract Negotiation, Process Quality..., Stakeholder Management, WBS, Project Management Tools, Sciforma, Project Delivery, Job Scheduling, Project Scope..., Project Status Reporting, Development of Training..., New Product Launching, Six Sigma, PMBOK, Microsoft Project, Business Analysis, Business Requirements, Operations Management, New Business Development, Call center start-up, Directing Teams, CRM Integration, Business Intelligence

Education
Villanova University   2013 — 2013
Master Certificate in IT Service Management

Villanova University   2011 — 2011
Master Certificate in Project Management

University of Phoenix   2007 — 2008
MBA, Business Administration, 3.92

Villanova University   2009 — 2009
Six Sigma

Central Connecticut State University
B.S., Sociology

Gale Delfino Gale Delfino Hartford, Connecticut Area Details
Gale Delfino's The Phoenix Companies, Inc. Experience April 2007 - Present
Job Administrative Manager at The Phoenix Companies, Inc.
Industry Insurance
Experience
The Phoenix Companies, Inc.   April 2007 - Present
The Hartford Financial Services Group, Inc.   August 2002 - April 2007
Laticrete International  June 2001 - August 2002
United Technologies  April 1989 - December 1998

Skills
Administrative..., Management, Office Management, Administration

Education
Blackstone Career Institute
Diploma, Paralegal

Connecticut Culinary Institute   1999 — 2001
Diploma, Advanced Culinary Arts

Central Connecticut State University   1969 — 1970
under graduate

Saint Joseph College
under graduate

Jaclyn Sykes Jaclyn Sykes Glen Mills, Pennsylvania Details
Jaclyn Sykes's The Phoenix Companies, Inc. Experience June 2013 - August 2013
Job Actuarial Senior Analyst at Cigna
Industry Insurance
Experience
Cigna  August 2015 - Present
Voya Financial  May 2014 - August 2014
The Phoenix Companies, Inc.   June 2013 - August 2013

Skills
Microsoft Word, PowerPoint, Actuarial Science, Insurance, Microsoft Excel, Financial Modeling, Analysis, Risk Management, Data Analysis, Financial Analysis, Statistics, Finance, Financial Reporting, Teamwork, Access

Education
Penn State University   2011 — 2015
Bachelor of Science (BS), Risk Management: Actuarial Science Option

Bruce Doner, LUTCF Bruce Doner, LUTCF Greater Philadelphia Area Details
Bruce Doner, LUTCF's The Phoenix Companies, Inc. Experience June 1992 - March 2001
Job Owner, Innovative Wealth Management Services and Investment Advisor Associate of Securities America Advisors Inc.,
Industry Financial Services
Experience
Innovative Wealth Management Services   March 2001 - Present
The Phoenix Companies, Inc.   June 1992 - March 2001
Prudential Financial  June 1991 - June 1992

Skills
Retirement, Estate Planning, Fixed Annuities, Financial Services, Investments, Strategic Financial..., Financial Advisory, Insurance, Finance, Disability Insurance, Retirement Planning, Small Business, Long-term Care, Financial Planning, Pensions, Asset Protection, Wealth Management..., IRAs, Wealth, Annuities, Wealth Preservation, Long Term Care, Life Insurance, 401k, Investment Advisory, Marketing, Securities, Management, Sales

Education
Fairleigh Dickinson University   1975 — 1988
Bachelor's of Science, Business and Personal/Financial Services Marketing Operations

Cherry Hill West   1975 — 1979
High School Degree, High School, 9-12

Shirley Kaine Shirley Kaine Hartford, Connecticut Area Details
Shirley Kaine's The Phoenix Companies, Inc. Experience July 2000 - November 2008
Job Senior Business Systems Analyst at Travelers
Industry Insurance
Experience
Travelers  December 2010 - Present
Travelers  2010 - Present
The Phoenix Companies, Inc.   July 2000 - November 2008
SS&C Technologies  January 1999 - September 2000

Skills
Visio, Requirements Gathering, Business Requirements, Property & Casualty..., SDLC, Insurance, Business Analysis, Business Process..., Vendor Management

Education
Stillpoint School of Advanced Energy Sciences   1999 — 2000
Holistic Health Coaching Certification

Central Connecticut State University   1978 — 1980
Bachelor of Science, Finance/Accounting

Jeanette Sirrine Jeanette Sirrine Hartford, Connecticut Details
Jeanette Sirrine's The Phoenix Companies, Inc. Experience August 2004 - March 2015
Job Project Manager at Aetna, Office of the Corporate Secretary
Industry Insurance
Experience
Aetna  March 2015 - Present
The Phoenix Companies, Inc.   August 2004 - March 2015
Open Solutions, Inc.   August 2001 - August 2004
JDSU  December 1999 - August 2001
Fleet Capital Corporation  June 1996 - December 1999

Skills
Insurance, Critical Thinking, Emotional Intelligence, Management, Communication, Oral & Written..., Project Management, Shorthand, Marketing, Microsoft Office, Event Planning, Process Improvement, Research, Microsoft Excel, PowerPoint, Customer Service, Public Speaking, Time Management

Education
Trinity College-Hartford   2009 — 2014
Bachelor of Arts (B.A.), Public Policy & Law with a minor in Writing, Rhetoric & Media Art, magna cum laude

University of Connecticut   2009 — 2009
Paralegal Litigation Certificate Program

Thomas Brinley Thomas Brinley Hartford, Connecticut Area Details
Thomas Brinley's The Phoenix Companies, Inc. Experience July 2015 - Present
Job Senior Analyst at The Phoenix Companies, Inc.
Industry Accounting
Experience
The Phoenix Companies, Inc.   July 2015 - Present
The Phoenix Companies, Inc.   June 2014 - July 2015
Igdalsky & Company, CPA's   September 2013 - June 2014

Skills
Microsoft Excel, Microsoft Word, Access, PowerPoint, PeopleSoft, Peachtree, Accounting, ProSystem fx Tax

Education
University of Connecticut   2015 — 2017
Master’s Degree, Accounting

University of Connecticut   2009 — 2013
BS, Accounting

Janice Mazzallo Janice Mazzallo Springfield, Massachusetts Area Details
Janice Mazzallo's The Phoenix Companies, Inc. Experience 1992 - 2005
Job Executive Vice President and Chief Human Resources Officer at PeoplesBank | Speaker: Building a High Performance Culture
Industry Banking
Experience
PeoplesBank  2005 - Present
PeoplesBank  2005 - Present
The Phoenix Companies, Inc.   1992 - 2005

Skills
Leadership Development, Public Speaking, Employee Engagement, Strategic Planning, Change Management, Coaching, Banking, Team Building, Executive Coaching, Talent Management, Process Improvement, Succession Planning, Talent Acquisition, Compensation & Benefits..., High Performance..., Board Relations

Education
ABA Stonier Graduate School of Banking, (formally ABA National School of Finance)   2006 — 2008

Cambridge College   1995 — 1998
Master of Management, Organizational Development

Nicholas Vennaro Nicholas Vennaro Hartford, Connecticut Area Details
Nicholas Vennaro's The Phoenix Companies, Inc. Experience 2005 - 2008
Job Founder Capto Consulting and Entrepreneur
Industry Information Technology and Services
Experience
Capto Consulting   2010 - Present
HealthIT.gov - Nationwide Health Information Exchange   2010 - 2012
ING  2009 - 2010
The Phoenix Companies, Inc.   2005 - 2008
CIGNA  2001 - 2004
LearningBrands   1999 - 2001
National Grange Mutual  1998 - 1999
Maersk Shipping - DK   1997 - 1998
Oxford Health Plans  1995 - 1998

Skills
Enterprise Architecture, Software Engineering, Software Design, Strategic Planning, Healthcare IT, Healthcare, Enterprise Risk..., Computer Security, Outsourcing Management, TOGAF, Healthcare Information..., CISSP, Consulting, Vendor Management, SDLC, Executive Management, SOA, Security, Identity Management, Software Development, Solution Architecture, Business Process, Architectures, IT Management, Architecture, Security Architecture..., IT Strategy

Education
University of Hartford   1988 — 1990
MBA, Finance

Rensselaer Polytechnic Institute   1985 — 1987
MS, Computer Science.

State University of New York College at Brockport   1980 — 1984
BS

Anne Condon Anne Condon Hartford, Connecticut Area Details
Anne Condon's The Phoenix Companies, Inc. Experience July 2001 - August 2007
Job Director, Member and Provider Communications at ConnectiCare, Inc.
Industry Marketing and Advertising
Experience
ConnectiCare, Inc.   April 2015 - Present
Optum  September 2007 - April 2015
The Phoenix Companies, Inc.   July 2001 - August 2007
Acsys, Inc. (now Primacy)   June 1999 - July 2001
Self-employed  September 1989 - June 1999
Youth Communication Connecticut   September 1994 - June 1998
The Associated Press  July 1983 - August 1989
The Hartford Courant  August 1980 - June 1983
The Boston Globe  May 1978 - June 1980

Skills
Interactive Strategy, Executive Communications, Marketing Communications, Editing, Internal Communications, Journalism, Strategic Planning, Presentation Development, Speech Writing, Key Message Development, Key Messaging, Intranet Strategy, Web Content Management, Web Content, Website Development, Non-profit..., Newsletters, Content Management, Strategy, Email Marketing, Communication Training, Media Relations, User Experience, Copywriting, Corporate Communications, Project Management, Content Development, Interactive Marketing, Content Strategy, Nonprofits, Marketing

Education
Trinity College-Hartford   1982 — 1983
Graduate courses, public policy studies

Boston University   1976 — 1980
B.S. summa cum laude, journalism

James Caruso James Caruso Greater Boston Area Details
James Caruso's The Phoenix Companies, Inc. Experience July 2014 - Present
Job Senior Financial Analyst at The Phoenix Companies, Inc.
Industry Accounting
Experience
The Phoenix Companies, Inc.   July 2014 - Present
Deloitte  September 2013 - July 2014
Deloitte  January 2012 - August 2013
Deloitte, Boston, MA   June 2011 - August 2011
US Census Bureau  June 2010 - August 2010

Skills
Accounting, Financial Accounting, Financial Reporting, Auditing, Tax, Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Analysis, Financial Statements, GAAP, SEC filings, Finance, Microsoft Excel, External Audit, SEC Filings

Education
The University of Connecticut   2007 — 2011
B.S., Accounting

Colleen Devane Colleen Devane Albany, New York Area Details
Colleen Devane's The Phoenix Companies, Inc. Experience 2002 - Present
Job Senior Business Analyst at Phoenix Life Insurance Co.
Industry Insurance
Experience
Phoenix Life Insurance Co.   September 2002 - Present
The Phoenix Companies, Inc.   2002 - Present
Phoenix Mutual  2002 - Present

Education
State University of New York College at Plattsburgh   1987 — 1991

Noelle Aarons Cass Noelle Aarons Cass Hartford, Connecticut Area Details
Noelle Aarons Cass's The Phoenix Companies, Inc. Experience September 2014 - Present
Job Assistant Vice President, Talent Management at The Phoenix Companies, Inc.
Industry Insurance
Experience
The Phoenix Companies, Inc.   September 2014 - Present
The Phoenix Companies  2006 - Present
The Phoenix Companies  January 1997 - June 2006
Kenetech/CNF Industries   1994 - 1996
JP Foodservice  1990 - 1994

Skills
Employee Relations, Benefits, Compensation, Employee Benefits, Performance Management, Talent Management, Recruiting, Organizational...

Education
The University of Connecticut   1982 — 1985

Charter Oak State College
B.S., Interdisciplinary - Psychology and HR Management

Rollin Shank Rollin Shank Hartford, Connecticut Area Details
Rollin Shank's The Phoenix Companies, Inc. Experience 2002 - Present
Job Senior IT Executive & Consultant
Industry Computer Software
Experience
Phoenix  Vice President & Chief ArchitectPhoenix Life Insurance Company2002 - Present
The Phoenix Companies, Inc.   2002 - Present

Skills
Enterprise Architecture, Program Management, Vendor Management, Architecture, IT Strategy, SOA, SDLC, Requirements Analysis, Infrastructure, Integration

Education
University of Michigan   1970 — 1971

Roberta Finley Roberta Finley Greater New York City Area Details
Roberta Finley's The Phoenix Companies, Inc. Experience 2004 - 2009
Job Communications Professional
Industry Insurance
Experience
Phoenix  2004 - 2009
The Phoenix Companies, Inc.   2004 - 2009
Travelers  1991 - 2004

Education
University of Connecticut   1988 — 1991
MBA

Connecticut College
BA

Jordan Price Jordan Price Hartford, Connecticut Area Details
Jordan Price's The Phoenix Companies, Inc. Experience November 2014 - Present
Job Assistant Vice President, GAAP Accounting at The Phoenix Companies, Inc.
Industry Financial Services
Experience
The Phoenix Companies, Inc.   November 2014 - Present
Aetna  May 2012 - November 2014
Deloitte  September 2007 - May 2012

Skills
Accounting, Financial Reporting, Auditing, Finance, GAAP, Forecasting, Corporate Finance, Internal Controls, Insurance, Capital Planning, Liquidity Management, Executive Reporting, SNL, Bloomberg, Data Analysis, Statutory Accounting, Financial Analysis, Microsoft Excel

Education
The University of Connecticut School of Business
M.S.

The University of Connecticut
B.S.

Loyola University Maryland

Alice Ericson Alice Ericson Hartford, Connecticut Area Details
Alice Ericson's The Phoenix Companies, Inc. Experience June 1994 - Present
Job Second Vice President at The Phoenix Companies, Inc.
Industry Insurance
Experience
The Phoenix Companies, Inc.   June 1994 - Present
Travelers Insurance  December 1985 - June 1994
Greater Hartford Chamber of Commerce   May 1983 - December 1985

Skills
Corporate Communications, Media Relations, Public Relations

Education
Trinity College-Hartford   1979 — 1983
BA with Honors, History

Dan Hallarin, CPA Dan Hallarin, CPA West Hartford, Connecticut Details
Dan Hallarin, CPA's The Phoenix Companies, Inc. Experience August 2015 - Present
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

Brian Wert Brian Wert Hartford, Connecticut Area Details
Brian Wert's The Phoenix Companies, Inc. Experience August 2014 - Present
Job Chief Technology Officer, The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies, Inc.   August 2014 - Present
Phoenix Life Insurance Company  October 2013 - Present
Phoenix Life Insurance Company  August 2001 - October 2013
Katerra Corporation   2000 - 2001
CBIZ Technologies  1998 - 2000
Smyth Systems   1996 - 1998
US Navy  January 1987 - May 1993

Skills
Vendor Management, Insurance, Business Analysis, SDLC, Risk Management, Enterprise Architecture, Solution Architecture

Education
The University of Akron   1993 — 1996
Industrial Electronics Technology/Technician

Christine (Koong) Hedstrom Christine (Koong) Hedstrom Hartford, Connecticut Area Details
Christine (Koong) Hedstrom's The Phoenix Companies, Inc. Experience November 2007 - November 2009
Job Assistant Director, Marketing Communications, Group Benefits at The Hartford
Industry Financial Services
Experience
The Hartford  January 2015 - Present
AXA  January 2013 - May 2014
AXA Equitable  November 2009 - January 2013
The Phoenix Companies, Inc.   November 2007 - November 2009
UBS  September 2006 - November 2007
UBS  February 2000 - September 2006
Paine Webber  June 1998 - January 2000

Skills
Fixed Annuities, Marketing, Series 63, Wealth Management, Finance, Financial Services, Life Insurance, Mutual Funds, Series 7, Investments, Insurance, Management

Education
Bucknell University   1994 — 1998
BA

Ingrid van Weenen Ingrid van Weenen Washington, District Of Columbia Details
Ingrid van Weenen's The Phoenix Companies, Inc. Experience 2002 - 2004
Job A dynamic, entrepreneurial leader. Implementing strategic growth initiatives.
Industry Program Development
Experience
Clinton Giustra Enterprise Partnership  September 2014 - December 2014
Cuso International  July 2011 - July 2014
AARP  2006 - 2010
SCORE  2005 - 2006
The Phoenix Companies, Inc.   2002 - 2004
Morningstar  2000 - 2002
Harry & David  1998 - 2000
MasterCard  1991 - 1997
BMO Harris Bank  1990 - 1991
Citi  1984 - 1990

Skills
Strategy, Nonprofits, Strategic Planning, Business Planning, Business Development, Entrepreneurship, Program Management, Marketing Strategy, Capacity Building, Business Relationship..., Brand Development, Marketing Communications, Marketing Research, Training, Supplier Sourcing, Financial Management..., Communication Skills, Foreign Languages, Management, Organizational..., Project Planning, Leadership, Market Research, Business Strategy, Marketing, Strategic Partnerships, Proposal Writing, Analysis, Project Management, Executive Management, Product Management, International..., Management Consulting, Sales, Cross-functional Team...

Education
George Washington University
MBA, Finance and Investments

George Washington University
MA, Education and Human Development (Tourism Administration)

Georgetown University
BS, Linguistics & Spanish

Kris Meinert Kris Meinert Hartford, Connecticut Area Details
Kris Meinert's The Phoenix Companies, Inc. Experience May 2009 - January 2011
Job Administrative Manager at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies  January 2011 - Present
Phoenix  1988 - Present
The Phoenix Companies, Inc.   May 2009 - January 2011
The Phoenix Companies  November 2007 - May 2009
The Phoenix Companies  January 2004 - November 2007
The Phoenix Companies  January 2002 - January 2004
Phoenix Investment Partners  September 1994 - October 2002

Education
Central Connecticut State University   1983 — 1990
MS, Business Education

Manchester Community College   1981 — 1983
AS, Executive Secretarial

Christopher Madin Christopher Madin Hartford, Connecticut Area Details
Christopher Madin's The Phoenix Companies, Inc. Experience August 2014 - February 2015
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

Joe McDougall Joe McDougall Hartford, Connecticut Area Details
Joe McDougall's The Phoenix Companies, Inc. Experience February 2015 - Present
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

Maria Norman Maria Norman Hartford, Connecticut Area Details
Maria Norman's The Phoenix Companies, Inc. Experience January 2005 - Present
Job Audit Consultant at Phoenix Life Insurance Company
Industry Insurance
Experience
The Phoenix Companies, Inc.   January 2005 - Present
The Phoenix Companies, Inc.   June 1999 - December 2004
The Travelers Life & Annuity Company   February 1997 - June 1999
The Travelers Life & Annuity Company   August 1989 - January 1997

Skills
Risk Management, Process Improvement, Business Analysis, Strategic Planning, Business Process..., Sarbanes-Oxley Act, Financial Reporting, Insurance, Internal Controls, Auditing, Change Management

Education
Western New England University   1991 — 1996
Master of Business Administration (M.B.A.), Management Information Systems

Providence College   1985 — 1989
Bachelor of Science (B.S.), Finance

Jody Beresin Jody Beresin Hartford, Connecticut Area Details
Jody Beresin's The Phoenix Companies, Inc. Experience July 2014 - Present
Job Executive Vice President and Chief Administrative Officer at The Phoenix Companies, Inc.
Industry Insurance
Experience
The Phoenix Companies, Inc.   July 2014 - Present
The Phoenix Companies  November 2012 - July 2014
The Phoenix Companies  January 2004 - November 2012

Education
Boston University
Bachelor of Arts (B.A.), Communications

Daniel Andre Champagne Daniel Andre Champagne Hartford, Connecticut Area Details
Daniel Andre Champagne's The Phoenix Companies, Inc. Experience March 2015 - Present
Job Full Stack .NET Developer at The Phoenix Companies, Inc.
Industry Computer Software
Experience
The Phoenix Companies, Inc.   March 2015 - Present
Cigna  June 2014 - March 2015
Cigna  February 2009 - May 2014
Cigna  February 2008 - February 2009
Cigna  April 2007 - February 2008
United Stor-All Centers, Inc.   October 2006 - January 2007
The Mobile Solution  August 2006 - October 2006
Friendly Ice Cream Corporation  August 2003 - September 2006
Kids First Day Care   September 2000 - August 2006
Summerscape Sports and Recreation Daycamp   June 2000 - August 2006

Skills
C#, .NET, C++, C, VB.NET, Access, SQL, Databases, SQL Server, Process Improvement, Requirements Analysis, Business Analysis, Visio, Software Documentation, Project Management, Leadership, Systems Analysis, Microsoft Office, Information Technology, Microsoft SQL Server, SDLC, Healthcare, Java, Visual Basic, Data Analysis, VBA, Testing, XML, ETL, Windows, Eclipse, Visual Studio, Automation, MS Office Suite, Linux, Six Sigma, Documentation, Database Design, Software, Database Admin, System Testing, Requirements Gathering, Business Intelligence, Programming, Business Process..., Software Development, JSON, OODA, IntelliJ IDEA, ASP.NET MVC

Education
Eastern Connecticut State University   2002 — 2004
In Progress, Computer Science, Mathematics

RHAM High School   1998 — 2002
High School Diploma, General Studies

Brian Giantonio Brian Giantonio Hartford, Connecticut Area Details
Brian Giantonio's The Phoenix Companies, Inc. Experience 1994 - 2006
Job Principal at Giantonio &McKeon Law Group
Industry Financial Services
Experience
Crumbie Law Group  December 2013 - September 2014
Giantonio Law Group   2011 - 2013
Prudential Financial  2006 - 2011
The Phoenix Foundation   2000 - 2006
The Phoenix Companies, Inc.   1994 - 2006
CM Property Managment   1989 - 1994
Connecticut Mutual Life Insurance Co.  1985 - 1994

Skills
Insurance

Education
Boston University School of Law
L.L.M.

Hamline University School of Law
J.D.

University of Hartford
M.S.

Saint Michael's College
B.A.

Richard Cavanagh Richard Cavanagh Providence, Rhode Island Area Details
Richard Cavanagh's The Phoenix Companies, Inc. Experience 1988 - 1998
Job Partner, Portfolio Manager, Director of Operations and Compliance at WhaleRock Point Partners, LLC
Industry Investment Management
Experience
WhaleRock Point Partners LLC   May 2006 - Present
Washington Trust Investors   January 2004 - May 2006
Fleet Investment Advisors  October 2000 - January 2004
Fleet Private Clients Group  March 1998 - October 2000
The Phoenix Companies, Inc.   1988 - 1998

Skills
Microsoft Office Expert, Portfolio Management, Asset Managment, Asset Allocation, Fixed Income, Equities, Investments, Wealth Management, Alternative Investments, Hedge Funds, Loans, Investment Management, Securities, Bonds, Investment Banking, Investment Strategies, Asset Management, Finance, High Net Worth..., Management, Series 7, Private Equity, Investment Advisory

Education
Harvard University   1980 — 1984
A.B., Biology

Cranston High School East   1976 — 1979
High School, College Prep

Richard Breen Richard Breen Hartford, Connecticut Area Details
Richard Breen's The Phoenix Companies, Inc. Experience December 2013 - Present
Job Director Public and Private Assets at The Phoenix Companies. Inc.
Industry Computer Software
Experience
The Phoenix Companies. Inc.   December 2013 - Present
NASVA   2008 - Present
SS&C Technologies  December 1999 - November 2013
Eagle Development   1998 - 1999
The Allied Group  1998 - 1999
American Honda Finance  1992 - 1994

Skills
Bloomberg, Investments, Fund Accounting, Portfolio Management, Derivatives, Hedge Funds, Financial Analysis, Accounting, Trading Systems, Business Analysis, Access, Fixed Income, Financial Services, Crystal Reports, Asset Managment, Vendor Management, Risk Management, Securities, Asset Management

Education
The University of Connecticut School of Business   1992 — 1994
MBA 1994, Finance

Bentley University   1988 — 1992
BS, Economics/Finance

Glastonbury High School   1984 — 1988

Colleen Maron Colleen Maron Springfield, Massachusetts Area Details
Colleen Maron's The Phoenix Companies, Inc. Experience 2000 - 2003
Job Compliance Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  January 2004 - Present
THE PHOENIX COMPANIES, INC.   2000 - 2003
THE PHOENIX COMPANIES, INC.   1998 - 2000
Phoenix Home Life Insurance Company  1988 - 1997

Skills
Securities, Insurance, Series 24, Series 7, Series 53, Series 65, Financial Services, Fixed Annuities, Life Insurance, FINRA, Variable Annuities

Education
The Sage Colleges - Russell Sage College
Bachelor of Science, Marketing

Hudson Valley Community College

Joleen Speight Joleen Speight Hartford, Connecticut Area Details
Joleen Speight's The Phoenix Companies, Inc. Experience May 2015 - Present
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

Daniel G. Florian Daniel G. Florian Springfield, Massachusetts Area Details
Daniel G. Florian's The Phoenix Companies, Inc. Experience April 2015 - Present
Job Audit Specialist at The Phoenix Companies, Inc.
Industry Accounting
Experience
The Phoenix Companies, Inc.   April 2015 - Present
Myers and Stauffer LC  November 2013 - April 2015
TD Bank Group  November 2010 - July 2012

Skills
Microsoft Excel, ProSystem fx Engagement, Auditing, Medicare/Medicaid..., Long-term Care, Customer Service, Microsoft Word

Education
American International College   2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A), Accounting

East Longmeadow High School   2005 — 2009

Andrew Greenhalgh Andrew Greenhalgh Hartford, Connecticut Area Details
Andrew Greenhalgh's The Phoenix Companies, Inc. Experience 2007 - 2013
Job Director, Actuary at Prudential Financial
Industry Insurance
Experience
Prudential Financial  June 2014 - Present
The Phoenix Companies, Inc.   2007 - 2013
West Coast Life  1999 - 2007
GE Financial Assurance (now Genworth)   1997 - 1999
Acacia Life Insurance Company  1995 - 1997
The Catholic University of America  1989 - 1995

Skills
Actuarial Science, Insurance, Fixed Annuities, Life Insurance, Financial Risk, Variable Annuities, Long-term Care

Education
Stanford University
Doctor of Philosophy (Ph.D.), Mathematics

University of Cambridge
B.A. (First Class Honours), Mathematics

Crystal Ramsey Currie Crystal Ramsey Currie Springfield, Massachusetts Area Details
Crystal Ramsey Currie's The Phoenix Companies, Inc. Experience January 2014 - April 2015
Job Assistant Controller, Cornerstone Real Estate Advisers
Industry Accounting
Experience
Cornerstone Real Estate Advisers  April 2015 - Present
The Phoenix Companies, Inc.   January 2014 - April 2015
Deloitte & Touche  September 2009 - December 2013
Deloitte & Touche  June 2008 - August 2008

Skills
Auditing, Accounting, Financial Reporting, Microsoft Office, External Audit, Financial Accounting, US GAAP

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2009 — 2010
Master of Science (MS), Accounting

Bentley University   2005 — 2010
Bachelor of Science (BS), Accounting

Bradford Buck Bradford Buck Hartford, Connecticut Details
Bradford Buck's The Phoenix Companies, Inc. Experience October 1986 - Present
Job Counsel at The Phoenix Companies, Inc.
Industry Insurance
Experience
The Phoenix Companies, Inc.   October 1986 - Present

Skills
Bankruptcy, Investments, Private Equity, Insurance Regulatory, Real Estate

Education
Boston University School of Law   1974 — 1977
Doctor of Law (JD), Law

The University of Connecticut   1970 — 1974
Bachelor's degree, Magna Cum Laude, History, Political Science and Economics

Nelson Correa, CFA Nelson Correa, CFA Glastonbury, Connecticut Details
Nelson Correa, CFA's The Phoenix Companies, Inc. Experience November 2003 - Present
Job Senior Managing Director at The Phoenix Companies, Inc.
Industry Financial Services
Experience
The Phoenix Companies, Inc.   November 2003 - Present
The Phoenix Companies, Inc.   April 1986 - Present

Skills
Bonds

Education
University of Connecticut
Bachelor of Science (BS)

University of Hartford
Master of Business Administration (MBA), Investments and Securities

Adam Sadowski Adam Sadowski Hartford, Connecticut Details
Adam Sadowski's The Phoenix Companies, Inc. Experience December 2007 - December 2009
Job AVP, Account Management and Internal Sales at Saybrus Partners
Industry Insurance
Experience
Saybrus Partners  January 2010 - Present
The Phoenix Companies, Inc.   December 2007 - December 2009
The Phoenix Companies, Inc.   June 2007 - December 2007
The Phoenix Companies, Inc.   August 2005 - June 2007
The Phoenix Companies, Inc.   February 2004 - July 2005
Lincoln Financial Group  August 2002 - February 2004

Skills
Sales, Account Management, Customer Service, Sales Management, New Business Development, Microsoft Office, Negotiation, Fixed Annuities, Retirement Planning, Insurance

Education
University of Connecticut   2011 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Connecticut   1997 — 2002
Bachelor's Degree, Economics and Political Science

Robert Lombardi Robert Lombardi Hartford, Connecticut Details
Robert Lombardi's The Phoenix Companies, Inc. Experience 1981 - Present
Job Senior Vice President & Chief Actuary at The Phoenix Companies, Inc.
Industry Financial Services
Experience
The Phoenix Companies, Inc.   1981 - Present

Education
Stanford University   1978 — 1979
MS Operations Research

The Cooper Union for the Advancement of Science and Art   1973 — 1978
BE Electrical Enginning; BS Math

Andrew J. McMahon Andrew J. McMahon Westport, Connecticut Details
Andrew J. McMahon's The Phoenix Companies, Inc. Experience July 2015 - Present
Job Founder Vitae Analytics, Inc.
Industry Financial Services
Experience
The Phoenix Companies, Inc.   July 2015 - Present
Vitae Analytics, Inc.   March 2014 - Present
AXA Financial  October 2013 - March 2014
ACLI  January 2011 - October 2013
AllianceBernstein  April 2012 - September 2013
AXA Equitable  January 2011 - September 2013
AXA Equitable  December 2009 - December 2010
AXA Advisors  July 2007 - December 2010
AXA Advisors  October 2005 - June 2007
AXA Equitable  March 2005 - September 2005

Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)

Fairfield University
Bachelor of Science (BS), Computer Science

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