Travelers Life & Annuity
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Travelers Life & Annuity Employees
Travelers March 2015 - Present
Accenture September 2011 - March 2015
Duck Creek Technologies February 2008 - August 2011
Accenture June 2005 - February 2008
Travelers Life & Annuity July 2004 - June 2005
New Sector Alliance 2003 - 2004
Pegasystems June 2003 - August 2003
Navistar Inc November 1999 - August 2002
Navistar Inc July 1997 - October 1999
Education
Boston University Questrom School of Business 2002 — 2004
MBA, MSIS
Lehigh University 1993 — 1997
BSME
Saybrus Partners January 2015 - Present
The Review Group LLC. February 2011 - Present
Saybrus Partners 2014 - 2014
Brokers International Mountain States April 2009 - December 2009
PACIFIC LIFE INSURANCE December 2006 - November 2008
AIG SunAmerica January 2006 - October 2006
Travelers Life & Annuity August 2004 - December 2005
PACIFIC LIFE INSURANCE January 1999 - January 2004
Skills
Strategic Planning, Market Planning, B2B, Mutual Funds, Customer Relations, Public Speaking, Market Research, Insurance, Customer Service, Marketing, Sales Management, Strategy, Sales Operations, Sales, Series 63
Education
California State University-Fullerton 1996 — 1999
BA, Communications
LICENCES and TRAINING
Bachelor of Arts, Communications/ Public Relations
AIG September 2014 - Present
MetLife January 1987 - December 2013
Travelers Life & Annuity 1987 - 2005
Skills
Fixed Annuities, Insurance, Series 6, Life Insurance, Series 63, Variable Annuities, Retirement, Retirement Planning, Mutual Funds, Term Life Insurance, Series 7, Strategic Financial..., Securities, Sales, Sales Presentations, Financial Advisory, Health Insurance, Long Term Care Insurance, Underwriting, Investments, Employee Benefits, Sales Management, Disability Insurance, Revenue Increase, Channel Management, Organization..., Executive Leadership, Client Management, Product Development, Acquisition Integration, Relationship Management, Business Growth..., Product Launch, Talent Recruitment &..., Staff Training, Contract Negotiations
Education
Central Connecticut State University 1983 — 1986
Marketing
Gerber Scientific Inc. May 2015 - Present
Aetna April 2007 - May 2015
Travelers May 2005 - April 2007
Travelers Life & Annuity May 2003 - May 2005
Skills
Customer Service, Proficient in Microsoft..., NASD series 6, Insurance, Microsoft Office, Business Analysis, Marketing, Performance Management, Strategic Planning, Project Management, Call Center, Banking, Financial Analysis, Life Insurance, Visio, Data Entry, Disability Insurance, Customer Satisfaction, HRIS, Coaching, Account Management, Employee Relations, Leadership, Call Centers, Team Building, Training, Process Improvement
Education
Albertus Magnus College 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Albertus Magnus College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Church Teachers College, Jamaica 1987 — 1990
Associate's degree, Secondary Education and Teaching
Glenmuir High 1982 — 1987
High school diploma
Voya Financial February 2014 - Present
MetLife October 2005 - February 2014
Travelers Life & Annuity April 2000 - October 2005
Travelers Life & Annuity November 1998 - April 2000
Travelers Life & Annuity November 1995 - November 1998
Aetna Life & Casualty October 1990 - November 1995
Skills
Series 6, Variable Annuities, Fixed Annuities, Life Insurance, Series 63, Retirement Planning, 401k, Series 7, Mutual Funds, Wealth Management, Relationship Management, Long Term Care Insurance, Disability Insurance, Team Leadership, New Business Development, Sales, Strategic Planning, Life, Accident & Health..., Public Speaking
Education
Eastern Connecticut State University 1994 — 1998
Master of Science (MS), Organizational Management
University of Rhode Island - College of Business Administration 1985 — 1989
Bachelor of Science (BS), Double Major: Finance and Insurance
MassMutual Financial Group January 2013 - Present
The Hartford June 2006 - December 2012
MetLife April 2005 - June 2006
Travelers Life & Annuity June 2002 - April 2005
Skills
Series 6, Customer Service, Microsoft Office, Access, Variable Annuities, Time Management, CA, Compliance, Risk Assessment, Internal Audit, Complaint Handling, Fatwire, series 26, 38a-1, DataMinder, Ad Review, TREX, Compliance Max, AML, OFAC, FINRA, Risk Management, Life Insurance, Insurance
Education
Post University 1999 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
College of St. Joseph 1998 — 2000
Franklin Square Capital Partners September 2014 - Present
SunAmerica July 2010 - September 2014
MetLife Investors January 2000 - June 2010
Metlife 2000 - 2010
Travelers Life & Annuity January 2000 - January 2004
Morgan Stanley Smith Barney November 1997 - January 2000
Walt Disney World 1989 - 1989
Skills
Fixed Annuities, 401k, Series 63, Mutual Funds, Investments, Insurance, Securities, Sales Operations, Finance, Investment Strategies, Retirement Planning, Variable Annuities, Series 7
Education
New York Institute of Technology 1988 — 1991
New York Institute of Technology 1988 — 1991
Business
Cotton & Company January 2014 - Present
Comcast Spotlight 2010 - December 2013
Cotton & Company September 2003 - January 2008
Phoenix Mutual Life Insurance Company June 1999 - May 2000
Travelers Life & Annuity June 1998 - June 1999
Crabtree & Evelyn May 1993 - June 1998
Skills
Advertising, Event Planning, Marketing Strategy, Copywriting, Internal Communications, Copy Editing, Editing, Sales, Budgets, Project Management, Brochures, Graphics, Management, Email Marketing, Integrated Marketing
Education
Mount Holyoke College 1981 — 1985
B.A., English
New York University 1983 — 1984
Liberal Arts
Prudential Retirement November 2012 - Present
Crump Insurance Services 2012 - 2012
AXA Equitable 2010 - 2011
MetLife Inc. 2005 - 2009
Travelers Life & Annuity 2004 - 2005
BISYS Insurance Services 2001 - 2004
American Skandia 2000 - 2001
Advest, Inc 1999 - 2000
Executive Risk/Chubb 1998 - 1999
Gent Financial Group-New England Financial 1990 - 1998
Skills
Microsoft Project, Microsoft Excel, Microsoft Powerpoint, Illustration-Insurance, Vendor Management, Product Management, Marketing Strategy, Marketing Communications, Market Research
Education
Central Connecticut State University
B.S., Business Administration/Marketing
Workers' Credit Union May 1999 - Present
2-b-Modern, LLC April 2014 - Present
Travelers Life & Annuity 1998 - 1999
Fleet Insurance Agency 1997 - 1998
Skills
Banking, Management, Customer Service, Process Improvement, Sales, Credit, Retail Banking, CRM, Call Centers, Loans
Education
Fitchburg State College 1987 — 1992
Economics, Business Administration and Management, General
Ripley Tools, LLC February 2015 - Present
Beazley January 2014 - October 2014
Connecticut Children's Specialty Group, Inc. August 2013 - December 2013
UnitedHealthcare April 2010 - November 2012
UnitedHealthcare April 2009 - April 2010
Travelers Life & Annuity (became MetLife in 2005) 2000 - 2008
Travelers Life & Annuity 1998 - 2000
Skills
Financial Analysis, PeopleSoft, Customer Service, Account Reconciliation, Microsoft Excel, Auditing, Essbase, Problem Solving, Troubleshooting, Process Improvement, Training & Development, System Testing, Documentation, Benefit Plan..., Customer Satisfaction, Highly detail oriented, Data Analysis, Mathematical Analysis, SharePoint, Microsoft Access, PowerPoint, Blackline, Access, Business Analysis, Accounting, Forecasting
Education
Keene State College
Bachelor's degree, Accounting; Minors: Mathematics & Management
Duff & Phelps April 2015 - Present
Duff & Phelps August 2012 - March 2015
Travelers Life & Annuity May 2004 - September 2004
Skills
Business Valuation, Purchase Price..., Mergers, Valuation, Equity Valuation, DCF, Intangible Assets, Equities, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Mergers & Acquisitions
Education
Boston College 2001 — 2005
B.S., Finance and Economics
Highland Capital Brokerage April 2006 - Present
Travelers Life & Annuity 2004 - 2006
Sun Life Financial March 1993 - June 2001
Skills
Estate Planning, Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Financial Advisory, Retirement, Retirement Planning, Series 6
Education
Boston College 1984 — 1988
BS, Finance
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1992
MBA, One-Year MBA Program
Milton Academy 1978 — 1984
High School
College for Financial Planning
Certified Financial Planner (tm)
The American College
Chartered Life Underwriter
The American College
Chartered Financial Consultant
GEM Marketing & Communications LLC 2009 - Present
Merrill Lynch July 2004 - April 2009
Travelers Life & Annuity June 2002 - July 2004
Prudential Financial April 1997 - June 2002
Prudential Financial 1997 - 1999
Norwest Mortgage, Inc. 1996 - 1997
The Prudential Home Mortgage Co., Inc. 1993 - 1996
Skills
Marketing Strategy, Marketing Communications, Marketing Management, Mutual Funds, Alternative Investments, Separately Managed..., Training Program..., Event..., Print Production, Art Direction, Product Marketing, Client Communications, Direct Marketing, Sales Support Tools, Sales Presentations, Relationship Management, Virtual Team Management, Vendor Management, Affinity Marketing, QuarkXPress, Adobe Creative Suite, Microsoft Office, Strategy, Employee Training, Financial Services, Investments, Copywriting, Hedge Funds
Education
Houghton College 1989 — 1993
BS, Communications / Business Administration
MetLife October 2001 - Present
Travelers Life & Annuity 2001 - 2005
Hartford Life May 1998 - October 2001
Education
Bryant University 1994 — 1998
BS, Actuarial Mathematics
United Way of Central and Northeastern Connecticut April 2014 - Present
Johnson Brunetti July 2011 - August 2013
Prudential Financial May 2008 - December 2010
MetLife July 2005 - June 2006
Travelers Life & Annuity April 1993 - June 2005
Travelers Insurance Company October 1979 - April 1993
Skills
Pensions, Operational Excellence, Customer Retention, Budgets, Metric Development, Change Management, CRM, Deferred Compensation, Insurance, Relationship Management, Retirement, Vendor Management, Portfolio Management, Financial Services, Risk Management, Customer Service, Investments, Fixed Annuities
Education
Central Connecticut State University 1974 — 1978
BS, Mathematics - Education
Dennis Smith and Associates, LLC April 2011 - Present
Missouri Employers Mutual May 1994 - Present
MO State Senate 1982 - 1994
Dennis Smith Insurance Agency Springfield MO 1974 - 1994
Travelers Life & Annuity 1970 - 1974
Skills
Insurance, Healthcare, Marketing Strategy, Business Strategy, Policy, Strategic Planning, Property & Casualty..., Commercial Lines, Workers Compensation, Commercial Insurance, Reinsurance, Casualty, General Insurance, Leadership, Marketing, Team Leadership, Executive Management, Customer Service, Legislative Relations, Recruiting, Training, Management, Disability Insurance, Employee Benefits, Medicare, Risk Management, Health Insurance, Claim, Strategy, Underwriting, Program Management, Process Improvement, Professional Liability, Legal Liability
Education
Oklahoma Baptist University 1961 — 1965
BA, Business & Psychology
Aramark February 2009 - Present
Catholic Health East March 2008 - September 2009
Towers Watson April 2000 - November 2007
Travelers Life & Annuity May 1996 - October 2000
Wells Fargo July 1984 - March 1995
Skills
Process Improvement, Payroll, Management, Human Resources, Employee Benefits, Deferred Compensation, Administration, Customer Service, Interviews, CRM, Invoicing, Employee Relations, Training
Education
Rosemont College 1996 — 1998
Bachelor's degree
Community College of Philadelphia
Associate of Arts and Sciences (AAS)
CUNA Mutual Group January 2013 - Present
UBS January 2011 - August 2012
RBP of Florida LLC July 2004 - December 2010
Prudential Financial September 2001 - June 2004
CitiStreet 1992 - 2001
Travelers Life & Annuity 1988 - 1992
Education
Boston University 1982 — 1986
BA, Broadcasting & Film
Benjamin Moore & Co. June 2014 - Present
Direct Holdings Global February 2013 - June 2014
Guthy-Renker August 2010 - August 2012
Holsted Marketing August 2008 - August 2010
ACS - E-ZPass NY February 2007 - August 2008
Nordstrom March 2005 - August 2006
Sage Life Assurance of America October 2002 - October 2003
Travelers Life & Annuity April 2000 - April 2002
Thomsom Financial - Bankstat 1990 - 2000
Skills
Operational Excellence, Call Center, Customer Experience, Direct Marketing, Customer Acquisition, Telemarketing, Customer Retention, Customer Service, Process Improvement, Inbound Marketing, Vendor Management, Customer Satisfaction, Operations Management, Cross-functional Team..., CRM, Workforce Management, Forecasting, Team Building, Team Leadership, Strategic Planning, Leadership, Business Process..., Marketing Strategy, Multi-channel Marketing, BPO, Marketing, Training, Budgets, Outsourcing, Management, Coaching, Program Management, Brand Loyalty, E-commerce, Email Marketing, New Business Development, Executive Management, Data Analysis, Quality Assurance, Call Center Development, Analytics, Market Research, Account Management, Call Centers, Strategy, Strategic Partnerships
Education
Monmouth University
BS, Business Administration
SOZO USA September 2014 - Present
RMI Corporation March 2014 - September 2014
Jefferson Radiology November 2011 - March 2014
Genworth Financial June 2009 - August 2011
FUTURITY FIRST Insurance Group December 2008 - June 2009
Edible Arrangements February 2005 - April 2008
Travelers Life & Annuity November 2003 - February 2005
The Hartford August 2002 - November 2003
Skills
Marketing Communications, Email Marketing, Project Management, CRM, Training, Social Media Marketing, Digital Marketing, Product Marketing, Public Relations, Corporate Communications, Web Design, Website Promotion, Search Engine Ranking, Advertising, Marketing Strategy, Marketing, Management, Customer Service, Event Planning, Event Management, Digital Strategy, Blogging, Social Media, Leadership, Budgets, Market Planning, New Business Development, Direct Mail, Strategic Planning, Business Development, Time Management, Program Management, Online Advertising, Graphic Design, Salesforce.com, Online Marketing, Integrated Marketing, Social Networking, New Media, Media Buying, Microsoft Office, Brand Development
Education
Central Connecticut State University 1999 — 2003
B.S., Marketing
Suffolk University - Sawyer School of Management 1998 — 1999
Marketing
Optum Technologies, a division of UnitedHealth Group March 2012 - Present
Mary's Place March 2010 - May 2014
MassMutual Financial Group August 2007 - March 2012
MassMutual Financial Group September 2000 - August 2007
Travelers Life & Annuity June 1997 - September 2000
First Brands Corporation June 1994 - June 1997
Skills
Disaster Recovery, Vendor Management, Windows, Documentation, Windows Server, SharePoint, Software Documentation, SDLC, ITIL, Visio, Windows 7, Servers, System Deployment, IT Management, Enterprise Architecture, Data Center, Information Technology, Networking, VMware, IT Service Management, Virtualization, Citrix, Infrastructure, IT Strategy, Security, Systems Analysis, Integration, System Administration, Information Security, Solution Architecture, Business Continuity, Computer Security, Network Security, Firewalls, VPN, Operating Systems, Windows XP, Technical Support, XP, Resource Management, Incident Management, VBScript, Help Desk Support, Network Administration, IIS, Software Installation
Education
Central Connecticut State University 1995 — 1997
Bachelor of Science, Management Information System
Manchester Community College 1981 — 1983
Associates of Science, Data Processing
MassMutual Financial Group November 2011 - Present
MassMutual Financial Group June 2000 - December 2011
Travelers Life & Annuity 1997 - 2000
Source Consulting October 1996 - May 1997
Zackin Publications 1992 - 1996
Skills
Enterprise Architecture, Financial Services, SDLC, Vendor Management, Insurance, Change Management, Customer Experience, Customer Support, Analytics, Performance Metrics, IT Service Management, IT Management, IT Strategy, SOA, Lean IT, Requirements Gathering, Governance, Business Analysis, Business Requirements, Resource Management, Project Portfolio..., Visio, Data Warehousing, Business Process..., PMO, Business Process, Solution Architecture, Business Intelligence, Disaster Recovery
Education
Eastern Connecticut State University 1988 — 1992
Bachelor's Degree, Computer Science
AXA Equitable June 2006 - Present
Travelers Life & Annuity June 2002 - June 2006
Phoenix Life Insurance Company June 1996 - May 2002
National Life Group 1994 - 1996
Connecticut Mutual 1990 - 1994
Skills
Wealth Management, Retirement Planning, Estate Planning, Mutual Funds, Series 7, Fixed Annuities, Long-term Care, Insurance, Life Insurance, 401k, Series 63, Retirement, Term Life Insurance, Strategic Financial..., Risk Management, Employee Benefits, Financial Advisory, Succession Planning, Disability Insurance, Series 6, Sales, Relationship Management, Securities, Financial Services, Investments, Strategy, Banking, Wealth, Underwriting, Asset Allocation, Business Planning, Financial Planning
Education
Kenyon College 1973 — 1977
Bachelor of Science, History
Shaker Heights High School 1970 — 1973
MetLife December 2014 - Present
MetLife August 2013 - Present
MetLife April 2012 - August 2013
MetLife January 2009 - March 2012
MetLife September 2002 - December 2008
Metropolitan Life Insurance Company 2002 - December 2008
Travelers Life & Annuity 2002 - 2005
Pfizer September 2000 - March 2002
Skills
Change Management, PMP, Incident Management, Analysis, Release Management, Process Improvement, Documentation, Team Management, IT Service Management, Service Delivery, ITIL, Project Management, Operations Management, Operational Risk, Acquisition Integration, Technical Writing, Executive Reporting, Requirements Analysis, Business Process..., IT Strategy, Vendor Management, SDLC, Software Documentation, Enterprise Architecture, Risk Management, Disaster Recovery, IT Operations, Management, IT Management, Data Center, PMO, Business Analysis, Requirements Gathering, Infrastructure, Project Portfolio..., Outsourcing, Resource Management, Business Process, Visio
Education
Boston University 2006 — 2007
Masters Certificate, Project Management
The George Washington University
Project Management
St. Mary's Hospital School of Nursing 1985 — 1988
Registered Nurse
Continental Trust Services, LLC April 2008 - Present
John Hancock April 1999 - March 2008
Travelers Life & Annuity 1997 - 1999
Transamerica 1996 - 1997
Aetna Life & Casualty 1993 - 1995
Skills
Laddered Bond, Special Needs Trust, Medicare Set Aside, Special Needs Planning, Estate Planning, Insurance, Fixed Annuities, Trusts, Workers Compensation, Claim, Liability, Mediation, Life Insurance, Legal Liability, Litigation, Asset Protection, Strategic Financial..., Special Needs Trusts, Bonds
Education
University of Notre Dame - Mendoza College of Business 1997 — 1997
Professional Designation, Certified Structured Settlement Consultant
Arizona State University 1987 — 1993
Bachelor of Science, Economics; Quantitative Business Analysis
Bank of America Merrill Lynch 2012 - Present
Allstate Financial October 2011 - February 2012
Sentinel Investments September 2005 - December 2010
Travelers Life & Annuity February 2004 - September 2005
Bank of America Merrill Lynch 1995 - 2002
Skills
Mutual Funds, Annuity, Series 6, Annuities, Insurance, Asset Allocation, Retirement Planning, Investments
Education
Louisiana State University
Bachelor of Science
Prudential Financial July 2015 - Present
Symetra November 2013 - Present
Voya Investment Management August 2012 - November 2013
The Hartford March 2007 - August 2012
Voya Investment Management April 2005 - March 2007
Travelers 1995 - 2005
Travelers Life & Annuity 2001 - 2003
Skills
Financial Services, FINRA, Fraud, Series 6, Fixed Annuities, Life Insurance, Insurance, AML, Risk Management, Risk Assessment, Securities, Compliance, Mutual Funds, Sales, Variable Annuities, Anti Money Laundering, Analysis, Compliance Training, Complaint Management, Compliance Monitoring, Compliance Testing, Inside Sales, Sales Management, Universal Life, 529 Plans, Training, Variable Life, FINRA Series 6, FINRA Series 26, Agent Investigations, Complaint Handling, Staff Supervision, Fraud Investigations, Product Marketing, Sales Supervision, variable universal life, Long Term Care
Education
Central Connecticut State University 1988 — 1990
B.S., Marketing
Dean College 1984 — 1986
A.S., Small Business Management
Hall high
william h hall high
MedOptions September 2014 - January 2015
Globe Pequot Press June 2011 - July 2014
BrandTech Scientific, Inc. December 2007 - March 2011
Computer Management September 2006 - November 2007
Apple Consultant - Maine Learning Technology Initiative (MLTI) January 2002 - September 2006
Structural Graphics December 1999 - January 2002
Travelers Life & Annuity December 1995 - November 1999
Viking Aluminum Products, Inc. June 1991 - December 1995
Skills
Marketing, Account Management, Marketing Communications, Online Advertising, Sales, Adobe Creative Suite, Graphic Design, Marketing Management, SEO, Microsoft Office, Project Management, Wireless Networking, HTML, "Make It Go Right..., Event Management, Technical Support, Start-up Teams, Corporate Branding, Research, Customer Service, Advertising, Copywriting, Social Media, Management
Education
Franklin Pierce College 1988 — 1991
Bachelor of Arts (BA), Major: Graphic Communications • Minor: Business Administration
Middlesex Community College 2010 — 2010
Veterinary Assistant Certification
Middlesex Community College
Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Media Arts Center
Website Design and Graphics
Liberty Mutual Insurance April 2011 - Present
Liberty Mutual Insurance December 2009 - Present
The Hartford January 2004 - January 2010
Greater Hartford Chapter, NBMBAA January 2005 - December 2006
Conseco April 2000 - May 2003
Travelers Life & Annuity July 1993 - April 2000
Skills
Six Sigma, Business Process..., Insurance, Process Improvement, Strategic Planning, Change Management, Claim, Property & Casualty..., Risk Management, Financial Analysis, Business Analysis, Business Process..., Program Management, Leadership, Cross-functional Team..., Finance, Team Building, Project Management, Project Planning, Mergers & Acquisitions, Team Management, PMO, Management, Strategy, Business Planning, New Business Development
Education
University of Connecticut 1996 — 2000
MBA, Finance
Howard University 1989 — 1993
BBA, Finance
Jewish Family Services-JETS Program 2008 - Present
US Department of Commerce, Census Bureau April 2010 - August 2010
North United Methodist Church 2007 - 2009
MetLife July 2005 - December 2007
Travelers Life & Annuity September 2003 - June 2005
Hartford Investment Management July 1997 - August 2003
MassMutual January 1995 - June 1997
Travelers Insurance 1980 - 1995
Skills
Coaching, Process Improvement, Talent Management, Management, Talent Acquisition, Human Resources, Employee Benefits, Workforce Planning, Interviews, Performance Management, Deferred Compensation, Onboarding, Team Building, Recruiting, Hiring, Employee Relations, Policy, Staff Development, Strategic Planning, Organizational..., FMLA, Employee Training, Executive Coaching, Leadership Development, Executive Search, Organizational..., Change Management, Workshop Facilitation, Career Development, New Hire Orientations, Leadership, Succession Planning, HR Policies, Benefits Administration, Employee Engagement, Organizational Design, Public Speaking, Training, Conflict Resolution, HR Consulting
Education
Eastern Connecticut State University
BS, Education
Rensselaer Polytechnic Institute at Hartford
MS, Human Resources
MetLife Auto & Home June 2006 - Present
Travelers Life & Annuity June 2005 - September 2005
Travelers Life & Annuity June 2004 - September 2004
Education
Bryant University 2002 — 2006
BSBA, Major: Applied Actuarial Mathematics Minor: Economics
Pratt & Whitney January 2010 - August 2011
Pratt & Whitney June 2006 - January 2010
MetLife July 2005 - March 2006
Travelers Life & Annuity July 2004 - June 2005
Phoenix Life Insurance Company April 1999 - May 2004
American Skandia (now Prudential Financial) January 1998 - April 1999
Wiggin and Dana LLP April 1995 - December 1997
Skills
Corporate Governance, Legal Research, Securities, Legal Writing, Compliance, Securities Regulation, Litigation, Continuous Improvement, Insurance Regulatory, Business Continuity..., Insurance Law, Customer Satisfaction, Insurance, Corporate Law, Mutual Funds, Document Review, Litigation Support, Financial Services, Due Diligence, Trade Secrets, Commercial Litigation, Legal Compliance, Process Improvement, Westlaw, Lexis, Licensing, Legal Documents, Legal Assistance, Civil Litigation, Notary Public, Legal Issues
Education
College of Our Lady of the Elms 1991 — 1994
BA, Paralegal Studies
Bay Path University 1990 — 1991
1st Year of AA, Paralegal Studies
The Hartford November 2013 - Present
The Hartford November 2010 - November 2013
The Hartford November 2007 - November 2010
The Hartford July 2005 - November 2007
Travelers Life & Annuity August 2003 - July 2005
Lincoln Financial Group May 1999 - August 2003
Travelers November 1998 - May 1999
CIGNA October 1997 - November 1998
CIGNA June 1996 - October 1997
CIGNA October 1990 - June 1996
Skills
Financial Reporting, Financial Analysis, Internal Controls, Forecasting, Accounting, Process Improvement, Analysis, Customer Service, Insurance, Business Process, Financial Statements, Business Process..., Strategic Planning, Banking, Problem Solving, Property & Casualty..., GAAP, Budgets, Cash Flow, Variance Analysis, Financial Risk, Financial Planning, Reconciliation, System Development, Life Insurance, SOX, Planning, Data Mining, Data Analysis, Budgeting, Corporate Finance, Financial Control, Finance, Teamwork, Statutory Reporting, Business Requirements, Change Leadership, Innovative Thinking, Thought Leadership, Statutory Accounting, Management
Education
Nichols College 1983 — 1987
BSBA, Accounting
Rockville High School 1979 — 1983
Wall Street Technology Association (WSTA) April 2010 - Present
Allied Document Solutions & Services June 2008 - August 2009
Travelers Life & Annuity September 2000 - May 2003
PricewaterhouseCoopers 1995 - 2000
Education
Bentley University 1991 — 1995
BS in Accounting, Accounting
Southington High School
AIG August 2013 - Present
Impact Technologies Group, Inc. February 2013 - May 2013
MetLife October 2009 - July 2012
MetLife October 2008 - October 2009
MetLife April 2000 - May 2008
MetLife August 1998 - April 2000
MetLife August 1997 - August 1998
Travelers Life & Annuity March 1994 - August 1997
Security Mutual Life 1987 - 1994
Skills
Retirement, Fixed Annuities, Retirement Planning, Life Insurance, Estate Planning, CRM, Technology Management, Holistic Financial..., Product Development, Leadership, Lead Generation, Marketing Strategy, Marketing Communications, Business Planning, Sales Presentations, Sales Support Tools, Development of Sales..., Product Marketing, Disability Insurance, Long Term Care Insurance, Product & Concept..., Business Development, Insurance, Strategic Financial..., Strategy, Variable Annuities, Sales Management, Term Life Insurance, Sales, Training, Financial Advisory, Marketing, Management, Business Strategy, Long-term Care, Securities, Financial Services, Financial Planning, IRAs, Series 6
Education
Binghamton University 1983 — 1987
BS, Math & Computer Science
York College of Pennsylvania 1982 — 1983
L'dara February 2015 - Present
DG Home Shop January 2014 - Present
eWomenNetwork 2007 - 2012
Travelers Life and Annuity November 2001 - April 2002
Travelers Life & Annuity February 1997 - November 2001
Kemper Investment Services 1993 - 1996
Aetna 1990 - 1993
Skills
Fixed Annuities, Small Business, Retirement, Coaching, Entrepreneurship, Social Networking, Public Speaking, Marketing, Team Building, Leadership Development, Social Media Marketing, Event Planning, Marketing Communications, Social Media, Contract Negotiation, Leadership, Training, Sales, Marketing Strategy, Strategic Planning, Customer Service, Management, Fundraising
Education
Central Connecticut State University 1987 — 1991
Bachelor of Arts (BA), Mass Communication/Media Studies
Daniel Hand HS 1982 — 1986
Prudential Financial 2013 - Present
Hartford Life January 2006 - January 2013
Lincoln Financial Group 2000 - 2006
Lincoln Financial Group 1998 - 2000
CIGNA 1995 - 1998
CIGNA 1990 - 1995
Travelers Life & Annuity 1986 - 1990
Skills
Strategic Financial..., Competitive Intelligence, Retirement Planning, Retirement, Strategy, Reinsurance, Fixed Annuities, Marketing, Project Planning, Life Insurance, Business Strategy, Series 63, Product Development, Market Research, Financial Services, Insurance, Product Management, Disability Insurance, Wealth Management, Portfolio Management, Management, Series 6, Leadership, Project Portfolio..., Employee Benefits, Sales, FINRA, Variable Annuities, Series 7
Education
The University of Connecticut School of Business 1987 — 1990
MBA, Finance and Marketing
College of the Holy Cross 1982 — 1986
BA, Economics
Anthem, Inc. May 2012 - June 2015
INSPHERE INSURANCE SOLUTIONS February 2011 - June 2012
COLONIAL LIFE INSURANCE May 2010 - June 2012
Combined Insurance November 2009 - May 2010
WellPoint 2010 - 2010
KELLY SERVICES November 2008 - October 2009
The Farmington Company July 2006 - January 2008
The Hartford Life Insurance Company July 2004 - July 2006
Travelers Life & Annuity June 2001 - July 2004
RC KNOX & COMPANY August 1997 - June 2001
Skills
Accident, Dental, Health, Critical Illness, Cancer, Disability Insurance, Insurance, Employee Benefits, Underwriting, Training, Term Life Insurance, Retirement, Open Enrollment, Management, Life Insurance, Leadership, Health Insurance, Brokers, Customer Service, Sales, Coaching, Fixed Annuities, Dentistry, Pensions, Investments, Health Savings Accounts, Claim, Long-term Care
Education
Bryant University 1988 — 1992
BS, Finance
Weaver High School 1986 — 1988
Diploma, Business Administration and Management, General
Glenmuir High 1981 — 1985
UBS Global Asset Management January 2015 - Present
Saybrus Partners January 2012 - December 2014
MetLife March 2006 - December 2011
MetLife July 2005 - March 2006
Travelers Life & Annuity January 2004 - July 2005
Webster Bank July 1999 - January 2004
Education
Central Connecticut State University
Knights of Columbus Asset Advisors 2005 - Present
Citigroup Insurance Investments August 2004 - July 2005
Travelers Life & Annuity November 2000 - August 2004
Skills
Portfolio Management, Yieldbook, Barclays POINT, JPM BondStudio, Trepp
Education
The University of Connecticut School of Business 1997 — 2000
BA, Finance
Merrimack College 1996 — 1997
Business
Prudential Financial January 2013 - Present
The Hartford June 2010 - December 2012
Hartford Life K.K. January 2009 - June 2010
Hartford Life April 2006 - December 2008
Travelers Life & Annuity May 1996 - April 2006
Education
University of Massachusetts, Amherst 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General
Le Moyne College 1983 — 1987
Bachelor's Degree, Accounting
Self Employed Freelance Consultant January 2012 - December 2013
Fascore, L.L.C. March 2012 - August 2012
Associated Press/ENPS November 2011 - November 2011
oDesk May 2011 - August 2011
Prudential Financial July 2006 - March 2009
MetLife January 2006 - April 2006
Travelers Life & Annuity January 2004 - December 2005
Charles Schwab April 2000 - January 2004
CIGNA Healthcare April 1999 - April 2000
Skills
Outlook, Customer Service, Lotus Notes, Insurance, Microsoft Excel, Data Entry, Customer Satisfaction, Software Documentation, Administrative..., Event Planning, Microsoft Office, Administrative Support, Benefits Administration, PowerPoint, Excel, Access, Documentation, Administration, Windows, Word, Customer Relations, Problem Solving, Research, Call Center, Internet Research, Writing, Spreadsheets, Scheduling, Time Management, Typing, Teamwork, Social Media, Analysis, Negotiation, Social Networking, Sales Support, Human Resources, HOPE
Education
Raritan Valley Community College 2010 — 2011
Paralegal Studies
Manchester Community College 2000 — 2001
MassMutual Financial Group October 2005 - Present
Travelers Life & Annuity October 1986 - October 2005
Skills
Account Reconciliation, Invoicing, Business Requirements, Process Improvement, Business Analysis, Vendor Management, Program Management, Requirements Gathering, Project Management, PMP, User Acceptance Testing, Insurance, Reinsurance, Microsoft Office, Process Optimization, Procedure Manuals, Customer Service, Management
Education
Bay Path College 2012 — 2015
BS Business Administration, Junior
Emmanuel College 1982 — 1984
Music Therapy/Therapist
Delta Dental Insurance Company 2014 - Present
NCR Corporation 2014 - July 2014
Vesta Corporation February 2013 - May 2014
Vesta Corporation September 2012 - February 2013
Publix August 2006 - September 2008
Travelers Life & Annuity July 2001 - April 2003
Skills
Microsoft Office, Operations Management, Leadership, Organization, Strategic Planning, Management, Mergers & Acquisitions, Accounting, Analysis, Human Resources, Training, Recruiting, Time Management
Education
Lee University 1998 — 2001
Bachelor of Science (BS), Business Administration, Management and Operations
MetLife May 2012 - Present
The Hartford August 2011 - May 2012
MassMutual Financial Group 2005 - 2011
Nationwide Financial 2003 - 2005
Travelers Life & Annuity 1999 - 2003
New York Life Insurance Company 1995 - 1999
Skills
Alternative Investments, Asset Allocation, Asset Management, Business Planning, Disability Insurance, Estate Planning, Insurance, Investment Strategies, Life Insurance, Pensions, Portfolio Management, Relationship Management, Retirement Planning, Sales, Series 6, Series 63, Strategic Financial..., Term Life Insurance, Variable Annuities, Wealth, Wealth Accumulation, Whole Life, Financial Planning, Financial Advisory, Wealth Management
Education
College for Financial Planning
Professional Designations, CMFC, CRPC(R)
Universidad La Salle, A.C.
Civil Engineer
Totally Kickin' Fitness April 2011 - Present
University of Connecticut Foundation December 2010 - January 2011
Pier 1 Imports May 2010 - November 2010
Be January 2009 - January 2010
The Hartford Insurance Group April 2006 - August 2007
Travelers Life & Annuity November 2001 - November 2005
Education
Central Connecticut State University 2006 — 2008
Talus Partners, LLC June 2011 - August 2011
CIGNA September 2010 - April 2011
Hartford Technology Service Company August 2005 - July 2009
Hartford Technology Services Company 2005 - 2009
Hartford Life 2005 - 2009
The Hartford 2004 - 2009
Travelers Life & Annuity 2000 - 2005
Travelers Insurance 1990 - 1995
Skills
Business Analysis, Project Management, Consulting, SDLC, Requirements Gathering, Business Requirements, PMP, Vendor Management, Visio, Process Improvement, Project Portfolio..., Requirements Analysis, Six Sigma, IT Strategy, Strategy, SharePoint, Software Documentation, MS Project, Software Project..., Business Process..., Cross-functional Team..., User Acceptance Testing, Testing, Leadership, Management, Business Intelligence, Business Development, Waterfall, Quality Assurance, Systems Analysis, Data Warehousing, Risk Management, Program Management, Disaster Recovery, Analysis, Business Process, Resource Management, CRM, Project Delivery, Agile Methodologies, Change Management, Team Leadership, Enterprise Architecture, Integration, Project Planning, Insurance, PMO
Education
Albertus Magnus College 2003 — 2006
Master, Business Administration
Central Connecticut State University 1988 — 1991
BSc., Management Information Systems
Diversified Underwriters Services, Inc. January 2013 - Present
NAILBA January 2009 - December 2009
Travelers Life & Annuity 1973 - 1975
Skills
Term Life Insurance, Permanent Life Insurance, Whole Life, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Underwriting, Long Term Care Insurance, Long-Term Disability, Marketing, Retirement, Strategic Financial..., Retirement Planning, Health Insurance, Estate Planning, Long-term Care, Leadership, Financial Services, Disability Insurance, Brokers, Universal Life, IRAs, Group Insurance, Health Savings Accounts, Financial Planners, Critical Illness, Employee Benefits, 401k, Accident, Insurance Brokerage, Series 6, Roth IRA, Wealth Accumulation, Investments, Insurance, Umbrella Insurance, Wealth, Professional Liability, Medicare, Life Insurance, Financial Planning
Education
Hofstra University 1965 — 1969
"BA", Marketing
MindQuire 2014 - Present
C&A Consulting LLC 2011 - 2013
Morgan Stanley 2005 - 2011
Carnegie Mellon University 2001 - 2004
Deloitte 2000 - 2000
Travelers Life & Annuity 1997 - 1997
Skills
Risk Management, Financial Analysis, Analytics, Financial Services, Hedge Funds, Private Equity, Data Mining, Management Consulting, Financial Modeling, Capital Markets, Data Analysis, Statistics, Data Science, Technology Management, Entrepreneurship, Privacy Law, Data Privacy, HIPAA, IT Infrastructure...
Education
Carnegie Mellon University 2001 — 2004
Doctor of Philosophy (PhD) - ABD, Economics, Informaton Technology Management, Data Privacy & Security
Brigham Young University - Marriott School of Management 1998 — 2001
MSIM, Information Technology Management, Research Track
Brigham Young University 1994 — 1998
Bachelor's Degree, Statistics and Actuarial Science
The Hartford August 2014 - Present
The Hartford January 2012 - August 2014
The Hartford April 2011 - February 2012
The Hartford July 2001 - March 2011
Travelers Life & Annuity January 2000 - July 2001
Prudential Securities October 1997 - December 1999
Education
Boston College 1993 — 1997
BS, Finance, Psychology
Cheshire High School
RetireWell Administrators, LLC June 2013 - Present
MetLife January 2010 - December 2012
MetLife 2005 - 2010
Travelers Life & Annuity 1996 - 2005
Smith Barney January 1994 - January 1996
Skills
Fixed Annuities, Securities, Pensions, Series 6, Insurance, Retirement, Retirement Planning, 401k, ERISA, Life Insurance, Series 63, Mutual Funds, Employee Benefits, Retirement Plan..., Estate Planning, Investments, Defined Benefit
Education
Central Connecticut State University
BA, Political Science
Beach Coast Insurance & Financial Services March 2009 - Present
State Farm April 2005 - May 2009
Scudder Investments April 2001 - May 2005
Jackson National Life July 1999 - July 2001
Travelers Life & Annuity July 1995 - July 1999
Skills
Management, Insurance, Fixed Annuities, Mutual Funds, Sales, Life Insurance, Financial Services, Strategy, Investments, Series 7, Budgets, Training, Strategic Financial..., Banking, Business Development, Series 63, Sales Operations, Retirement Planning, Disability Insurance, Wealth Management, Estate Planning, Financial Advisory, Term Life Insurance, Series 6, Retirement
Education
Business and Finance Canisius College
Master of Business Administration (MBA), Accounting and Finance
Canisius College
BS, Accounting and Finance
UnitedHealthcare May 2013 - March 2015
Phoenix Wealth Management 2015 - 2015
MetLife January 2009 - March 2013
MetLife September 2007 - January 2009
Travelers Life & Annuity May 2004 - September 2007
Skills
Oral & Written..., Life Insurance, Medical Underwriting, Customer Service, Underwriting, Customer Satisfaction, Outstanding..., Relationship Management, Health Insurance, Communication Skills, Claims Management, Human Resources, Risk Management, Brokers, Employee Benefits, Reinsurance, Insurance, Employee Training, Microsoft Office, Professional..., Team Leadership, Writing, Internal Communications, Creative Problem Solving, Business Networking, Customer Service...
Education
Eastern Connecticut State University 1999 — 2004
Bachelor of Arts (BA), Double Major: Communications/Media; English
CVS Health July 2014 - January 2015
EMC July 2011 - March 2014
FM Global April 2011 - June 2011
Fidelity Investments March 2010 - March 2011
OneShield May 2007 - October 2009
Hanover Insurance May 2003 - December 2006
Travelers Life & Annuity March 2000 - December 2002
ASE Technologies, Inc. 2000 - 2002
Allmerica Financial 1995 - 1999
NER Xplor 1992 - 1999
Skills
Teamster (the real..., Databases, Testing, Software Quality..., SQL, Quality Assurance, Quality Center, SDLC, Software Documentation, Integration
Education
Eastern Nazarene College 1999 — 2001
Travelers 2006 - Present
Travelers Life & Annuity November 1999 - June 2006
Citigroup 2001 - 2006
USI Consulting Group 1996 - 1999
J&H 1995 - 1997
Self-employed 1995 - 1996
Aon 1990 - 1995
Aon Consulting January 1978 - 1995
Alexander & Alexander 1978 - 1994
Skills
Employee Benefits, Sales Management, Strategy, Financial Services, Property & Casualty..., Commercial Insurance, Sales, Marketing, Marketing Communications, Insurance, Life Insurance, Leadership, Strategic Planning, Management, Marketing Strategy
Education
Muhlenberg College 1971 — 1975
Muhlenberg College 1971 — 1975
BA, French/Spanish
Amity High School 1968 — 1971
TTM Technologies September 2008 - Present
Travelers Life & Annuity May 1980 - April 2007
Skills
Visio, GAAP, Account Reconciliation, Financial Reporting, Process Improvement, Business Analysis, Sarbanes-Oxley Act, Financial Analysis, Analysis, Accounting, Internal Controls, Access, Insurance
Education
Association of Certified Fraud Examiners 2007 — 2008
Certification, Fraud
Eastern Connecticut State University 1978 — 1990
PIMCO April 2012 - Present
PIMCO April 2012 - Present
Guardian Life Insurance May 2009 - April 2012
AllianceBernstein 2006 - 2008
AXA Distributors 2004 - 2006
Travelers Life & Annuity May 2003 - December 2004
Smith Barney 1997 - 2003
SunAmerica 1995 - 1997
Smith Barney 1992 - 1995
Shearson Lehman Brothers 1989 - 1992
Skills
Retirement Planning, Leadership, Strategic Financial..., Marketing Communications, Marketing, Marketing Strategy, Mutual Funds, Retirement, Insurance, Financial Services, Vendor Management, Distribution Strategies, Strategic Planning, Multi-channel Marketing, Investments, Analytics, 401k, Direct Marketing, Securities, Investment Strategies, Strategy, Sales, Digital Marketing, Wealth Management, Creative Direction, Series 63, Product Management, Investment Advisory, Public Relations, Integrated Marketing, Fixed Income, Relationship Management, Investment Management, Fixed Annuities, CRM, Product Marketing, Team Building, Email Marketing, ETFs, Series 7, Thought Leadership, Asset Managment, Business Development, FINRA, Asset Allocation, Separately Managed..., Portfolio Management, Wealth Management..., Alternative Investments, Financial Advisory
Education
Manhattanville College 1985 — 1989
MetLife December 2011 - Present
MetLife 2005 - December 2011
Travelers Life & Annuity 1998 - 2005
MassMutual 1992 - 1998
Connecticut Mutual 1986 - 1992
Education
Eastern Connecticut State University 1980 — 1984
BA
Hartford Life April 2006 - Present
The Hartford 2006 - Present
Travelers 1998 - 2006
Travelers Life & Annuity 1998 - 2006
Aetna April 1979 - February 1998
Skills
SDLC, Health Insurance, Life Insurance, Annuities, Project Portfolio..., Resource Management, Fixed Annuities, Project Planning, Insurance, Change Management, Requirements Analysis, Business Analysis, Portfolio Management, Financial Services, PMP, Governance, Software Project..., User Acceptance Testing, Business Requirements, SharePoint, Risk Management, Requirements Gathering, Release Management, PMO, Program Management, Business Process..., IT Strategy, Visio, Project Delivery, Process Improvement
Education
Central Connecticut State University
American General Life Companies April 2007 - Present
MetLife July 2005 - April 2007
Travelers Life & Annuity November 1991 - July 2005
Connecticut Mutual Life Insurance Company 1977 - 1991
Skills
Property & Casualty..., Insurance, Solvency II, Mutual Funds, Actuarial Science, Underwriting, General Insurance, Life Insurance, Reinsurance, Finance, Financial Risk, Term Life Insurance, Fixed Annuities, ALM, Retirement, Variable Annuities, Risk Management, Portfolio Management, Valuation, Investments, Capital Management, Mergers & Acquisitions, Series 63, Financial Reporting, Process Improvement, Strategic Financial..., Health Insurance, Enterprise Risk..., Securities, Equities, Financial Modeling, Financial Services, Accounting, Series 7, Financial Analysis
Education
Middlebury College 1973 — 1977
Bachelor of Arts (BA), Mathematics
Moore Medical/McKesson March 2006 - Present
Moore Medical 2004 - 2006
Travelers Life & Annuity August 2003 - April 2004
Skills
Computer Hardware, Citrix, Medical Devices, Account Management, Troubleshooting, Windows Server, Active Directory, Project Management, Process Improvement, Sales Management, VMware, Software Documentation, Customer Service, SharePoint, Leadership, Analysis, Salesforce.com, Healthcare, Sales, Management, Sales Operations
Education
Eastern Connecticut State University 1990 — 1995
Prime Advisors, Inc. January 2015 - Present
Prime Advisors, Inc. September 2005 - December 2014
Travelers Life & Annuity June 2004 - September 2005
Skills
Investments, Asset Management, Portfolio Management, Equities, Valuation, Financial Modeling, Asset Allocation, Investment Strategies, Fixed Income, Bloomberg, Mutual Funds, Bonds, Retirement, Financial Analysis, Financial Reporting, Asset Managment, Alternative Investments, Risk Management
Education
Bryant University 2000 — 2004
Bachelor of Science in Business Administration, Finance
Cathedral High School 1996 — 2000
Penn State Milton S. Hershey Medical Center August 2014 - Present
St. Joseph Medical Group August 2013 - August 2014
FirstHealth of the Carolinas June 2005 - August 2013
Rotenberg & Company, LLP October 2004 - May 2005
Rotenberg & Company, LLP September 2002 - September 2004
Rotenberg & Company, LLP September 2001 - August 2002
Rotenberg & Company, LLP October 1999 - August 2001
Travelers Life & Annuity June 1998 - August 1998
Crouse Hospital June 1997 - August 1997
Skills
Healthcare, Healthcare Information..., Healthcare Management, Hospitals, EMR, Public Health, Physician Relations, HIPAA, EHR, Physicians, Medical Billing, Nursing, Clinical Research, Quality Improvement, Revenue Cycle, Healthcare Consulting
Education
Widener University School of Law 2014 — 2016
Masters of Jurisprudence, Health Law
University of North Carolina at Chapel Hill 2008 — 2011
MHA, Health Care Administration
Alfred University 1995 — 1999
Bachelor of Science, Health Planning and Management, Accounting
Mexico Academy and Central School
Shenandoah Life Insurance Company 1996 - April 2014
Chubb Life 1987 - 1995
Travelers Life & Annuity June 1977 - April 1987
Skills
Insurance, Actuarial Science, Financial Modeling, Life Insurance, Underwriting, Reinsurance, Enterprise Risk..., Risk Management, Employee Benefits, Health Insurance
Education
Bucknell University 1973 — 1977
Bachelor of Science (BS), Mathematics
IHC Carrier Solutions October 2007 - Present
Health America 2005 - 2007
Coventry Health Care 2005 - 2007
Actuarial Management Corporation 2003 - 2005
Health Net of AZ 2001 - 2003
Deloitte 1998 - 2001
Home Life Financial Assurance Corporation 1994 - 1998
Travelers Life & Annuity 1989 - 1994
Education
Bucknell University 1985 — 1989
BS, Mathematics
Goodwin College August 2013 - Present
Goodwin College August 2013 - Present
Goodwin College August 2013 - Present
Sanford Brown College January 2011 - July 2013
LEGO Systems, Inc. April 2010 - November 2010
Charter Oak Health Center July 2008 - June 2009
Travelers Insurance January 2007 - December 2008
Phoenix Life Insurance Company April 2001 - December 2007
Aetna US Healthcare February 2000 - April 2001
Travelers Life & Annuity June 1996 - December 1999
Skills
Recruiting, Talent Management, Employee Relations, Performance Management, Talent Acquisition, Organizational..., Training, Team Building, Healthcare, Personnel Management, Sourcing, Employee Benefits, Management, Human Resources, Coaching, Workforce Planning, Leadership, HR Policies, Career Development
Education
Rensselaer Polytechnic Institute at Hartford 1996 — 1999
MS, HR management
Central Connecticut State University 1978 — 1980
MS, Guidance and Counseling
Metropolitan Life Insurance Company June 2013 - Present
MetLife June 2006 - June 2013
Citigroup - Travelers Life & Annuity 1984 - 2005
Travelers 1984 - 2002
Travelers Life & Annuity 1984 - 2002
Education
Manchester Community College 1982 — 1984
Associate of Science (A.S.), Computer Science
Vertex Incorporated September 2014 - Present
MetLife July 2005 - June 2014
Travelers Life & Annuity October 1989 - July 2005
Skills
SDLC, Visio, DB2, Business Analysis, Systems Analysis, Requirements Analysis, Software Development, Visual C#, Visual C++, XSLT, Document Review, Data Warehousing, Enterprise Architecture, SQL, XSL-FO, MS Project, Integration, Vendor Management, Requirements Gathering, Microsoft Project
Education
University of Hartford
Bachelors of Science, Management Information Systems
Manchester Community College
Associates of Science, Data Processing
MetLife July 2006 - Present
Travelers Life & Annuity April 1996 - June 2006
Metropolitan Life Insurance Company January 1995 - April 1996
Travelers Insurance June 1990 - December 1994
Skills
SDLC, Program Management, Management, Quality Assurance, Software Development, Insurance, PMO, Project Portfolio..., Vendor Management, Business Analysis
Education
Lehigh University 1986 — 1990
Bachelor of Science (B.S.), Finance and Economics
SUNY Upstate Medical University December 2014 - Present
SUNY Upstate Medical University June 2011 - December 2014
Onondaga Cycling Club 2011 - 2014
UT Southwestern Medical Center at Dallas January 2010 - June 2011
XpressCredit November 2008 - December 2009
Designworks Advertising March 2007 - November 2008
Destiny USA May 2004 - March 2007
Promergent February 2003 - May 2004
Travelers Life & Annuity 2000 - 2003
Intertec Publishing 1997 - 1999
Skills
Web Project Management, Client Liaison, Client Education, Vendor Management, Web Design, Website Development, Web Development, Graphic Design, User Experience, User Interface, Project Management, Logo Design, Graphics, Vehicle Graphics, Information Graphics, QuarkXPress, Advertising, Social Media Marketing, Art Direction, Integrated Marketing, Digital Marketing, Email Marketing, Photoshop, Marketing, Online Advertising, Adobe Creative Suite
Education
State University of New York Empire State College
BA, Graphic Design
Mohawk Valley Community College
AAS, Advertising, Design & Production
China Construction Bank August 2015 - Present
Bank Hapoalim February 2008 - August 2015
Sandelman Partners February 2007 - December 2007
DBRS February 2006 - February 2007
Fitch Ratings March 2005 - February 2006
Travelers Life & Annuity 2003 - 2005
Skills
Alternative Investments, Asset Managment, Bloomberg, Bonds, Capital Markets, Corporate Finance, Credit, Credit Analysis, Credit Risk, Derivatives, Equities, Equity Derivatives, FX Options, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Hedge Funds, Insurance, Investment Banking, Investment Strategies, Investments, Mutual Funds, Options, Portfolio Management, Risk Management, Securities, Series 7, Structured Finance, Structured Products, Trading, Valuation, Wealth Management, Banking, Asset Allocation
Education
Columbia University in the City of New York 2004 — 2005
MS, Mathematics and Statistics
University of Connecticut
Master of Arts (M.A.), Actuarial Science
American General July 2005 - Present
Travelers Life & Annuity September 1986 - June 2005
Skills
Life Insurance, Fixed Annuities, Insurance, Brokers, Marketing, Underwriting, Workers Compensation, Professional Liability, Strategic Planning, Claim, Property & Casualty..., Legal Liability, Liability, Disability Insurance, Financial Services
Education
Bryant University
Travelers Insurance May 2006 - Present
Performance Architect, LLC June 2004 - June 2006
ING August 2003 - April 2005
Travelers Life & Annuity August 1997 - August 2001
Bob's Stores 1991 - 1994
Education
Cambridge College 1995 — 1996
M Ed, Education w/ concentration in management
University of Wisconsin-Eau Claire 1980 — 1984
B.A., English/Journalism
Hartford Life GBD Project ManagerHartford Life GBD
The Hartford - Group Benefits Division 2004 - Present
The Hartford 1997 - Present
Travelers Life & Annuity June 1988 - May 1997
Travelers Insurance 1979 - 1997
Education
Lyman Hall 1966 — 1970
General
Central Connecticut State University
Travelers Insurance May 2008 - Present
Hartford Life May 2006 - April 2008
The Hartford May 2006 - April 2008
MetLife 2005 - 2006
Citigroup 2000 - 2005
Travelers Life & Annuity 1987 - 2005
Skills
SDLC, Insurance
Education
Fairfield University 1983 — 1987
Travelers Life & Annuity 2004 - 2008
Citigroup Investments 2002 - 2006
Skills
Call Center, Avaya, PBX, Telephony, Process Engineering, Problem Solving, Telecommunications, Disaster Recovery, Switches, Customer Relations, Change Management, Computer Hardware, Vendor Management, Visio, Customer Service, Microsoft Office, Call Centers, Data Center
Education
Central Connecticut State University 1967 — 1971
MetLife July 2005 - Present
Travelers Life & Annuity 1996 - 2005
Connecticut Mutual Life Ins Co 1987 - 1996
Connecticut Mutual Life Insurance Company 1987 - 1996
Skills
Life Insurance, Health Insurance, Risk Management, Underwriting, Healthcare, Reinsurance, Medicine, Insurance, Process Improvement, Disability Insurance, Term Life Insurance, Strategic Planning, Medicare, Healthcare Management, Fixed Annuities, Employee Benefits, Brokers, Claim, Long-term Care, General Insurance, Leadership, Retirement, Management, Financial Services
Education
Tufts University School of Medicine 1976 — 1980
Brandeis University 1972 — 1976
BA, Biochemistry
iPipeline 2014 - 2015
iPipeline 2014 - 2015
MetLife July 2005 - July 2014
Travelers Life & Annuity June 2002 - June 2005
Zion Software, LLC 2003 - 2003
Skills
Web Services, Agile Methodologies, JMS, Java Enterprise Edition, Requirements Analysis, SOA, Enterprise Architecture, Unix, Software Development, Websphere, Spring, WebSphere
Education
Holyoke Community College 1987 — 1990
Computer Science
Prudential Financial January 2014 - Present
Lincoln Financial Group January 2011 - December 2013
Lincoln Financial Group November 2008 - January 2011
Lincoln Financial Group August 2005 - November 2008
Travelers Life & Annuity/MetLife June 2005 - August 2005
Travelers Life & Annuity November 2003 - June 2005
Travelers Life & Annuity April 2001 - November 2003
Travelers Life & Annuity July 1999 - April 2001
Travelers Life & Annuity July 1997 - July 1999
Travelers Life & Annuity January 1996 - July 1997
Skills
Series 63, Series 7, FINRA, Insurance, Mutual Funds, Fixed Annuities, Product Development, New Product..., Project Management, Project Planning, Life Insurance, Variable Annuities, Strategy Execution, Relationship Management, Building Relationships, Synthesizing, New Business Development, Business Integration, Strategic Planning, Business Strategy, Retirement, Disability Insurance, Financial Services, Series 6, Leadership
Education
Eastern Connecticut State University 1990 — 1994
Bachelor of Science, Business Administration
Prudential February 2009 - Present
Hartford Life 2006 - 2008
Travelers Life & Annuity 1985 - 2005
Travelers Life and Annuity, Citigroup 1985 - 2002
Education
Central Connecticut State University 1982 — 1986
Bachelor of Science (B.S.), Mathematics/ Actuarial Science
XL Group October 2014 - Present
Otis Elevator Company, a wholly-owned subsidiary of United Technologies Inc. September 2013 - October 2014
The Hartford April 2005 - March 2013
Travelers Property Casualty Company March 2001 - April 2005
Travelers Life & Annuity June 1995 - March 2001
ATLIS Systems June 1986 - June 1995
Skills
Litigation, Insurance, Corporate Law, Civil Litigation, Legal Writing, Commercial Litigation, Due Diligence, Risk Management, Product Liability, Liability, Personal Injury, Contract Negotiation, Legal Liability, Legal Assistance, Trials, Litigation Management, Legal Research
Education
Cedar Crest College
Bachelor of Arts (B.A.), English / French Double Major
Manchester Community College
Legal Research / Paralegalism / Litigation, A
UCONN
Certificate, Paralegal
Citi July 2006 - Present
MetLife (acquired Travelers Life & Annuity July 2005 - December 2005
Citigroup; Travelers Life & Annuity January 2001 - January 2005
Travelers Life & Annuity January 1994 - January 2001
Education
Eastern Connecticut State University
psychology; sociology, writing
Prudential Financial June 2013 - Present
The Hartford 2005 - 2013
Travelers Life & Annuity April 2001 - March 2005
Aetna November 1992 - March 2001
Travelers Insurance July 1988 - November 1992
Skills
Actuarial Science, Insurance, ALM
Education
Lafayette College 1984 — 1988
B.S., Mathematics
Church & Dwight, Co., Inc. October 2012 - Present
Record Access November 2008 - April 2010
SAFECO SURETY July 2008 - October 2008
Oakwood Worldwide November 2006 - July 2008
BRACCO DIAGNOSTICS, INC April 2005 - October 2006
Travelers Life & Annuity September 2004 - April 2005
Merrill Lynch December 2000 - September 2004
Skills
Lotus Notes, Travel Arrangements, Office Management, Customer Service, Process Scheduler, Budgets, Human Resources, Database Administration, Insurance, Wordperfect, Procurement, Training, Time Management, Inventory Management, Sales
Education
Kaplan University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
KAPLAN UNIVERSITY 2006 — 2008
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION, 3.49
Kaplan University 2006 — 2008
Associate of Science (A.S.), BUSINESS ADMINISTRATION / ACCOUNTING
Walbridge Capital Advisors, LLC 2008 - Present
Society of Actuaries 1985 - 2010
Walbridge Capital Group 2006 - 2008
Towers Perrin 2001 - 2006
Travelers Life & Annuity 1995 - 2000
Connecticut Mutual 1983 - 1995
MassMutual 1983 - 1995
Skills
Equities, Enterprise Risk..., Valuation, Investments, Risk Management, Strategy, Hedge Funds, Financial Risk, Alternative Investments, Funding, Financial Advisory, Asset Management, Management, Financial Modeling, Portfolio Management
Education
University of Connecticut 1979 — 1983
BS, Actuarial Science / Mathematics
Harvard Kennedy School of Government
Behavioral Finance
Aresty Institute, Wharton School
ALM & Risk Management
Society of Actuaries
FSA, CERA Chartered Enterprise Risk Analyst, Fellow, Actuarial Science
Salomon Smith Barney May 1994 - October 2003
Travelers Life & Annuity February 1985 - May 1994
Skills
Account Management, Interventions, New Business Development, Public Speaking, Marketing, Sales Management, Sales Operations, Management, Leadership, Sales
Education
Sacred Heart University 2009 — 2010
Master's degree, Elementary Education and Teaching, 4.0
University of Hartford 1990 — 1992
Bachelors of Science/Business, Marketing
Manchester Community College 1982 — 1984
Associate's degree, Accounting and Business/Management
Santos Providence Group LLC DBA The Gift Closet 2012 - Present
MetLife 2005 - 2012
Travelers Life & Annuity 1999 - 2005
Staples 1996 - 1998
Skills
Annuities, Compliance, Operations Management, FINRA, Fixed Annuities, Financial Services, Mutual Funds, Risk Management, Insurance, Sales, Retirement, Employee Benefits, Life Insurance, Investments, Management, Securities, Process Improvement, Leadership
Education
Central Connecticut State University
Bachelor of Science (BS), Business Administration and Management, General
Northwest Catholic High School
Babies R Us April 2012 - Present
Toys R Us May 2011 - April 2012
Phoenix Life Insurance Company 2007 - 2009
MetLife 2004 - 2007
Travelers Life & Annuity April 2000 - June 2004
The Hartford June 1996 - April 2000
Skills
Call Center, Insurance, Excel, Customer Service, PowerPoint, Inventory Management, Leadership
Education
Cornell University
Certificate, Certificate in Management Essentials
The University of Connecticut
BA
Aetna April 2014 - Present
CIGNA 2009 - 2013
Hartford Financial Services Group, Inc. May 2005 - January 2009
Travelers Life & Annuity October 2004 - May 2005
Travelers Life & Annuity February 2003 - October 2004
The Hartford November 1998 - November 2002
Aetna September 1993 - November 1998
The Home News 1984 - 1986
Windsor-Hights Herald 1979 - 1984
Skills
Marketing Communications, Public Relations, Management, Internal Communications, Newsletters, Speech Writing, Copywriting, Marketing, Marketing Strategy, Social Media, Advertising, Mutual Funds, Market Research, Insurance, Strategic Planning, Leadership, Integrated Marketing, Editing, Website Development, Program Management, Strategic Communications
Education
Rider University 1977 — 1979
BA, Journalism
American University 1975 — 1977
Journalism
Self-Employed October 1987 - Present
Travelers Life & Annuity February 1985 - October 1987
Merrill Lynch June 1983 - February 1985
Skills
Customer Service, Marketing, Microsoft Excel, Microsoft Office, Social Media, Underwriting, Account Management, Management, Sales Management, Strategic Planning, Event Planning, PowerPoint, New Business Development, Negotiation, Public Speaking, Sales, Leadership, Marketing Strategy
Education
Ohio Wesleyan University 1979 — 1983
B.A., Economics, Sociology
Chs
Chs
Travelers Life & Annuity July 1958 - Present
CONCORD TOWNSHIP January 1996 - January 2008
Travelers January 1980 - January 1990
Skills
Policy, Public Services, Local Government, Organizational..., Project Planning, Strategic Financial..., Market Planning, Follow-through Skills, High Achiever, Team Leadership, Collage Instructor, University Adjunct..., Organized self-starter, Strategic Vision
Education
The American College 1960 — 1963
CLU,Chartered Life Underwriter, Life Insurance
Miami University 1951 — 1958
Bachelor of Science (BS), Marketing/Marketing Management, General
Bank of America January 2006 - Present
Travelers Life & Annuity August 1999 - July 2005
Travelers Group Inc./Citigroup Inc. November 1991 - August 1999
Parker Chapin Flattau & Klimpl September 1985 - October 1991
Education
New York University School of Law 1982 — 1985
JD
VMM Consulting September 2014 - Present
US Securities and Exchange Commission December 2011 - August 2014
Bayshore Management Consultants May 2011 - August 2012
State Street Corporation September 2006 - January 2009
JPMorgan Chase September 2000 - September 2006
Travelers Life & Annuity January 1998 - March 2000
Fidelity Investments 1982 - 1998
Skills
Mutual Funds, Investments, Risk Management, Asset Managment, Hedge Funds, Financial Services, Board Governance, Alternative Investments, Executive Coaching, Securities, Management, Mergers & Acquisitions, Financial Risk, Strategy, Equities, Portfolio Management, Derivatives, Strategic Planning, Fund Accounting, Leadership, Investment Management, Management Consulting, Banking, Private Equity, Fund Administration, Capital Markets, Bloomberg, Asset Management, Due Diligence, Fixed Income, Trading, Series 7
Education
Boston College 1974 — 1977
BA, French, Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
TEKsystems August 2015 - Present
MassMutual August 2008 - August 2015
Travelers Insurance September 2007 - August 2008
The Hartford October 2006 - August 2007
MetLife June 2003 - October 2006
Aetna February 2002 - June 2003
Lincoln Financial Group September 2000 - January 2002
The Leverage Group February 1997 - August 2000
Travelers Life & Annuity December 1992 - April 1996
Skills
Business Analysis, Quality Assurance, Process Improvement, Certified Business..., People-oriented, Intuitiveness, Creativity Skills
Education
Bay Path University 2002 — 2007
Bachelors, Business Administration
Mt. Greylock Regional High School, Williamstown, MA
MetLife August 2011 - Present
Hartford Life July 2006 - October 2009
Travelers Life & Annuity May 1981 - June 2006
Skills
Pensions
Education
Central Connecticut State University
BS, Business Administration
Aetna January 2008 - Present
Aetna July 2005 - Present
Travelers Life & Annuity August 2002 - July 2005
Travelers Life & Annuity January 2001 - January 2002
Skills
Auditing, Accounts Payable, Insurance, Tax, Cash Flow, Corporate Tax, Leadership, Sarbanes-Oxley Act
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
Central Connecticut State University 1997 — 1999
Bachelor of Science, Accounting
Central Connecticut State University 1997 — 1999
Bachelor of Science, Marketing
3 Mark Financial Inc. April 2011 - Present
American General Life Companies June 2000 - April 2011
Travelers Life & Annuity October 1978 - June 2000
Skills
Estate Planning, Personal Financial..., Texas TaxBack Program, Business Planning, Retirement Planning, Life Insurance Premium..., Indexed Universal Life..., Fixed Annuities, Whole Life, Life Insurance, Financial Planners, Universal Life, Brokers, Disability Insurance, 401k, Wealth Management, Critical Illness, Underwriting, Long Term Care Insurance, Financial Services, General Insurance, Marketing, IRAs, High Net Worth..., Wealth, Financial Advisory, Pensions, Property & Casualty..., Small Business, Relationship Management
Education
The American College 1989 — 1990
CLU, ChFC
Central Connecticut State University 1967 — 1971
BS, Marketing
TEKsystems June 2009 - Present
MetLife July 2005 - February 2009
Travelers Life & Annuity January 1990 - July 2005
Aetna Life & Casualty January 1984 - January 1990
Education
Kaplan University 2009 — 2010
Certificate, Project Managment Certification
Connecticut College 1981 — 1985
BA, Mathematics, Computer Science
BMC Pacheco Consulting LLC August 2010 - Present
Evolution Benefits December 2009 - August 2010
Hartford Life January 2003 - December 2009
Citigroup October 2000 - June 2002
Travelers Life & Annuity 1994 - October 2000
Education
Trinity College-Hartford 1986 — 1992
M.A., Economics
Bates College 1980 — 1984
B.A., Economics
Pfizer, Inc. July 2007 - Present
Pfizer, Inc. November 2003 - July 2007
Travelers Life & Annuity October 2000 - June 2003
Education
Eastern Connecticut State University 2004 — 2008
BGS, Management
University of Connecticut 1999 — 1999
Certificate, Paralegal Studies
Lincoln Financial Group July 2005 - Present
Travelers Life & Annuity 2000 - 2005
Travelers Life & Annuity 1996 - 1999
Skills
Business Analysis, SDLC, Business Requirements, Insurance, Requirements Gathering, Visio, Vendor Management, Requirements Analysis, Fixed Annuities, Process Improvement, Mutual Funds, Project Management, Fixed Income, Investments, Systems Analysis, Quality Center, Software Project..., Software Documentation, Management, PMP
Education
Central Connecticut State University
University of Hartford
The Kildare Pike Group 2012 - Present
Greater Hartford Arts Council 2009 - 2011
Travelers 2005 - 2009
Travelers Life & Annuity 2000 - 2005
Skills
Business Transformation, Company Branding, Conflict Resolution, Change Leadership, Cultural Transformation, Fiscal Responsibility, Contract Negotiation, Sales Management, Marketing Management, New Business Development, Change Management, Event Management, Organizational..., Corporate Branding, Balancing Budgets, Business Development, Cross-functional Team..., Management, Nonprofits, Marketing, Project Management, Leadership, Strategy, Strategic Planning, Program Management, Business Process..., Leadership Development, Public Relations, Executive Coaching, Fundraising, Mergers & Acquisitions, Public Speaking
Education
Trinity College-Hartford 1986 — 1989
Masters, Economics
Fordham University 1980 — 1984
Bachelor of Science (B.S.), Business Administration and Management, General
Prudential Financial June 2005 - Present
Travelers Life & Annuity 2002 - 2005
Travelers Life & Annuity/CitiGroup 2002 - 2005
PricewaterhouseCoopers 1996 - 2002
Phoenix Life Insurance Company 1983 - 1996
Skills
Financial Reporting, Actuarial Science, Defined Benefit, Management, Insurance, Retirement, Fixed Annuities, Life Insurance, Pensions, Valuation, Financial Services
Education
Muhlenberg College 1973 — 1977
B.S., Mathematics
Wethersfield High School
The Hartford July 2011 - Present
Phoenix Life Insurance Company 2007 - 2009
Genworth Financial 2005 - 2007
Travelers Life & Annuity 2004 - 2005
Sage Life Assurance of America 1997 - 2004
Berkshire Life Insurance Company 1990 - 1997
Byrne Slater Sandler Shulman & Rouse 1987 - 1990
Skills
Insurance, Insurance Law, Securities
Education
Suffolk University Law School
JD, Law
Middlebury College
BA, Political Science
The Phoenix Companies 2005 - Present
Travelers Life & Annuity 1995 - 2005
Skills
Securities Law,..., Distribution and vendor..., State Insurance Law
Education
Georgetown University Law Center 1980 — 1982
Master of Laws (LLM), Securities Law
Suffolk Law School 1972 — 1975
JD
Boston College 1968 — 1972
Bachelor of Arts (BA), Classics and Classical Languages, Literatures, and Linguistics
Hulafrog Farmington Valley-New Britain, CT June 2012 - January 2014
Dove Chocolate Discoveries February 2008 - July 2013
The Burlington Academy of Learning September 2009 - June 2013
New Britain Rockcats April 2010 - September 2011
The Traveling Vineyard May 2007 - October 2009
Tower Square Securities June 2002 - November 2004
Travelers Life & Annuity June 2002 - November 2004
Travelers Property Casualty 2000 - June 2002
Travelers Marine Corporation 1998 - 2000
Travelers Property Casualty 1998 - 2000
Skills
Public Speaking, Microsoft Excel, Customer Service, Budgets, Microsoft Word, Event Planning, Microsoft Office, Outlook, Strategic Planning, Team Building, PowerPoint, Coaching, Sales, Accounting, Training, Social Networking
Education
University of New Haven 1997 — 2001
MBA, Sports Management
Bryant University 1991 — 1995
Bachelor of Science in Business Administration, Accounting
Travelers June 2008 - Present
MetLife March 2005 - May 2008
Travelers Life & Annuity May 2000 - May 2005
Skills
Insurance, Financial Analysis, Process Improvement, Data Analysis, Financial Reporting, Mutual Funds, Internal Audit, Fund Administration, Access, Business Analysis, Financial Services, Management, Risk Management
Education
University of Hartford 2007 — 2009
MBA, FINANCE
Obafemi Awolowo University 1986 — 1990
bsc, economics
Milliman Inc. March 1997 - Present
Travelers Life & Annuity January 1984 - March 1997
Skills
Actuarial Science, Economic Capital, Actuarial Consulting, Actuaries, ALM, Reinsurance, Stochastic Modeling, Insurance, Enterprise Risk..., Fixed Annuities
Education
Clark University 1979 — 1983
Math & Computers
Town of October 2009 - Present
MetLife September 1995 - June 2009
MetLife February 1990 - June 2009
Travelers Life & Annuity 1990 - 2005
Travelers Life & Annuity Insurance Company January 1994 - January 1995
Travelers Life & Annuity Insurance Company January 1993 - January 1994
Travelers Life & Annuity Insurance Company January 1990 - January 1993
GMAC -General Motors Acceptance Corporation January 1988 - January 1990
Bradlees Corporation January 1983 - January 1988
Skills
Software Documentation, Systems Analysis, Business Requirements, Software Development, Analysis, Visio, SDLC, Training, Requirements Gathering, Vendor Management, Business Analysis, SharePoint, Business Process, Integration, Requirements Analysis
Education
Manchester Community College
Associates Degree, Business Administration; Business Analysis
The Hartford January 2006 - Present
Travelers Life & Annuity July 2002 - December 2005
Education
Central Connecticut State University 1980 — 1990
BS, Accounting
MCA Funds November 2013 - Present
CUNA Mutual Group 2007 - Present
Citigroup Investments 1986 - 2005
Travelers Life & Annuity 1986 - 2005
Travelers Insurance/ Citigroup 1986 - 2005
Travelers Insurance 1986 - 2005
Citigroup 1986 - 2005
Skills
Strategic Financial..., Portfolio Management, Derivatives, Financial Modeling, Investments, Fixed Income, Asset Managment, Banking, Financial Analysis, Bonds, Mergers & Acquisitions, Risk Management, Asset Allocation, Corporate Finance, Alternative Investments, Financial Risk, Financial Markets, Hedge Funds, Financial Advisory, Financial Structuring, Private Placements, Restructuring, Valuation, Credit Analysis, Due Diligence, Credit, Finance, Securities, Capital Markets, Emerging Markets, Insurance, Investment Advisory, Management, Investment Management, Wealth Management, Loans, Private Equity, Venture Capital, Asset Management, Trading, Equities, Investment Banking, Investment Strategies, Financial Services, Series 7, Mutual Funds, Bloomberg, Investor Relations, Structured Finance, Project Finance
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance, Statistics
DePauw University 1980 — 1984
BA, Mathematics, Religion
Voya Investment Management May 2009 - Present
Metropolitan Life Insurance Company July 2005 - May 2009
Travelers Life & Annuity December 1995 - June 2005
Skills
Investments, Financial Reporting, Accounting, Insurance, Financial Analysis, Valuation, Derivatives, Fixed Income, Securities, Strategic Financial..., Bonds, Portfolio Management, Asset Management, Bloomberg, Financial Modeling, Risk Management, Asset Allocation, Equities, Mutual Funds, Series 7, Investment Management, Alternative Investments, Investment Strategies, Trading, Capital Markets, Hedge Funds, Financial Risk, Finance
Education
Central Connecticut State University 1987 — 1992
Bachelors, Finance
The Hartford 2010 - December 2012
Retirement Plan Industry Consultant 2009 - 2010
Metropolitan Life Insurance Company 2007 - 2009
MetLife Investors 2006 - 2007
Travelers Life & Annuity 2005 - 2006
Travelers Life & Annuity July 1980 - 2005
Skills
Annuity Sales and Sales..., Retirement Plan Sales..., Life Sales and Sales..., Team Leadership, Staff Development, Results Oriented, Customer Relations, New Business Development, Organizational..., Strategic Planning, Customer Service, Series 24, Series 7, Series 6, series 63, Retirement Planning, Series 63, Investments, CRM, Fixed Annuities, Pensions, Insurance, 401k
Education
Miami University
Bachelors of Arts, Political Science
Virtus Investment Partners May 2015 - Present
Prudential Life insurance Company of America April 2014 - May 2015
MetLife March 2007 - February 2014
Travelers Life & Annuity May 2004 - March 2007
Savings Bank of Manchester March 2004 - May 2004
Savings Bank of Manchester August 2002 - March 2004
Skills
Financial Services, Building Relationships, Relationship Management, Inside Sales, Sales, Territory..., Mutual Funds, Outstanding..., Driven By Results, Sales Support, Wholesale, Cross Selling, Leadership, Account Management, Highly Ambitious, Superior Work Ethic, Multitasking Skills, Business Networking, Problem Solving, Organization Skills, Time Management, Variable Annuities, Fixed Annuities, Customer Service, Insurance, Call Centers, Retirement, Microsoft Office, Highly detail oriented, Retail, Banking, Mentoring, Retirement Solutions, Sales Presentations, Virtual Hosting, Staff Supervision, iContact, Efficent, ATMs, Opening New Accounts, Teller Operations, Dependable Team Player, Bank Operations, immediate annuities, Individual Life, Life Insurance, Term Life Insurance
Education
Goodwin College
Bachelor’s Degree
Manchester Community College 2000 — 2002
Social Services
Capital Community College 1998 — 2000
Liberal Arts and Sciences, General Studies and Humanities
Conning Asset Management July 2005 - Present
Travelers Life & Annuity July 1995 - June 2005
Skills
Financial Analysis
Education
Eastern Connecticut State University 1990 — 1994
South Catholic High School 1986 — 1990
RCM&D January 2014 - Present
RCM&D April 2008 - Present
The CIMA Companies, Inc. May 2005 - March 2008
Travelers Life & Annuity February 2004 - April 2005
Skills
D&O, Property & Casualty..., Commercial Insurance, Professional Liability, Negotiation, Risk Management, Brokers, Casualty, Liability, Employee Benefits, Health Insurance, Insurance, Account Management, Workers Compensation, Legal Liability, Underwriting, Commercial Lines, Risk Assessment, Claim, Disability Insurance, Umbrella Insurance, Employment Practices..., Life Insurance, Captives, Excess, General Insurance, Casualty Insurance
Education
Beazley Broker Academy at Lloyd's of London 2013 — 2013
Property Insurance Specialization
Franklin & Marshall College 1999 — 2003
B.A., Finance & Business Adminstration
Westminster School 1996 — 1999
Ledger Publications October 2001 - Present
William Raveis Real Estate August 2007 - January 2010
Travelers Life & Annuity September 1990 - October 2001
Skills
Marketing Strategy, Email Marketing, Account Management, Social Media, Public Relations, Event Planning
Education
Drew University 2012 — 2019
BA
MetLife May 2012 - Present
The Hartford August 2011 - May 2012
Mass Mutual 2005 - 2011
Nationwide Financial March 2003 - January 2005
Travelers Life & Annuity February 1999 - March 2004
Skills
Annuities, Bilingual, Insurance, Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Series 6, Series 63, Asset Allocation, Securities, Estate Planning, 401k, Long-term Care, Financial Services, Term Life Insurance, Strategic Financial..., Wealth Management, Asset Management, Financial Planners, Investment Advisory, Disability Insurance, Investments, Series 65, FINRA, Portfolio Management, Employee Benefits, Variable Annuities, IRAs, Pensions, Financial Advisory, Life Insurance, Alternative Investments, Wealth, Sales, Investment Strategies, Long Term Care Insurance, Uniform Combined State..., Relationship Management, ETFs, Health Insurance, Wealth Management..., Whole Life, Bonds, Fixed Income, Wealth Accumulation, Equities, Finance, Investment Management, Personal Finance
Education
College for Financial Planning 2006 — 2010
CMFC, CRPC, Financial Services
IUCE
Universidad La Salle, A.C.
BS, Civil Engineer
Knights of Columbus 2012 - Present
Knights of Columbus 2010 - 2012
Mass Mutual 2005 - 2010
ING Americas 2004 - 2005
Phoenix Home Life 2002 - 2004
Mass Mutual 2001 - 2003
CNA 2000 - 2001
Travelers Life & Annuity 1998 - 2000
CSC 1996 - 1998
Education
Franklin & Marshall College 1978 — 1982
BA, Business Management
JPMorgan Chase & Co. February 2015 - Present
MassMutual Financial Group January 2013 - February 2015
The Hartford August 2008 - January 2013
AllianceBernstein 2006 - 2008
Travelers Life & Annuity 2004 - 2006
Merrill Lynch 2002 - 2004
Datek Online January 2000 - January 2002
Skills
Profit Sharing, Series 7, Retirement, Retirement Planning, Pensions, C(k)P®, Sales, Consulting, Cash Balance, Series 63, 401k, Mutual Funds, Investments, Financial Advisory, Alternative Investments, Strategic Financial..., Asset Allocation, Financial Planners, Retirement Plan..., Wealth Management, Series 65, Series 6
Education
Indiana University of Pennsylvania 1994 — 1998
BA, Finance
Marsh & McLennan Companies, Inc. April 2003 - December 2005
Travelers Life & Annuity 2002 - 2003
Tower Square Securities, Inc. 1999 - 2002
Skills
Compliance, Mutual Funds, Securities, Corporate Governance, Fixed Annuities, Insurance
Education
Boston University School of Law 1965 — 1966
LL.M., Taxation
Boston College Law School 1962 — 1965
J.D., Law
University of Pennsylvania 1958 — 1962
A.B., English
Metropolitan Life Insurance Company July 2005 - January 2014
Travelers Life & Annuity February 2002 - 2005
Skills
Business Analysis, Visio, SDLC, Requirements Gathering, Insurance, Business Requirements, Requirements Analysis, Process Improvement, SharePoint, Business Intelligence, Systems Analysis, Business Process..., Business Process, User Acceptance Testing, Software Documentation
Education
Eastern Connecticut State University
Bachelor of Science (B.S.), Business Administration and Management, General
Partners HealthCare March 2014 - Present
The Greater Hartford Pro Am (GHPA) Elite Summer Basketball League July 2001 - Present
Travelers January 2013 - March 2014
Community Partners in Action (CPA) September 2011 - January 2013
The Hartford Lighting - Semi Professional Basketball Team October 2011 - May 2012
Sigma Alpha Pi - The National Society of Leadership and Success September 2011 - May 2012
Travelers October 2007 - November 2009
Travelers March 2005 - October 2007
Travelers Life & Annuity February 2004 - March 2005
The Hartford Insurance Group November 2001 - February 2004
Skills
Management, Program Management, Time Management, Training, Leadership, PowerPoint, Project Management, Research, Analysis, Quality Assurance, Public Speaking, Microsoft Excel, Microsoft Office, Nonprofits, Event Planning
Education
University of Hartford 2009 — 2012
Bachelor, Criminal Justice
Albertus Magnus College 2007 — 2011
Bachelor, Business Management
The Hartford July 2007 - November 2009
Candidates on Demand May 2006 - July 2007
Travelers Life & Annuity August 1999 - December 2005
Education
Eastern Connecticut State University 2006 — 2007
Paralegal & Westlaw Proficiency Certificate
Voya Financial October 2012 - Present
The Hartford November 2010 - October 2012
MetLife Investors July 2005 - November 2010
Travelers Life & Annuity 2003 - 2005
Skills
Series 6, Series 26, Wealth Management, Variable Annuities, Life Insurance, Alternative Investments, Management, Relationship Management
Education
Central Connecticut State University
Tunxis Community College
AstraZeneca Pharmaceuticals July 2012 - Present
KurtiBazaar November 2011 - July 2012
Eisai May 2001 - November 2011
Eisai April 2010 - May 2011
inVentiv Health January 2001 - December 2001
Selbor Medical July 1998 - December 2000
Wyeth-Ayerst January 1993 - February 1998
Travelers Life & Annuity 1989 - 1992
Education
Columbia University Mailman School of Public Health 1997 — 2001
Master of Public Health (MPH), Population and Family Health
Hampton University 1985 — 1989
Bachelor of Science, Marketing
Woodlands High School
John Hancock Life Insurance Company (U.S.A.) March 2010 - Present
MetLife 2007 - 2010
Travelers Life & Annuity 2001 - 2007
Pioneer Investments 1999 - 2001
Education
Cornell University 1994 — 1998
BS, Hospitality Management
VERTEX, Inc. January 2008 - Present
Lincoln Financial Group November 2012 - September 2014
Lincoln Financial Group February 2011 - November 2012
The Hartford September 2007 - January 2008
MassMutual Financial Group January 2006 - May 2007
Cigna July 2003 - January 2006
Travelers Life & Annuity 1989 - 2003
Education
Central Connecticut State University 1986 — 1991
Bachelor of Science, Accounting
University of Saint Joseph 2011 - Present
Visiting Nurse & Health Services of CT May 2007 - February 2011
Travelers Life & Annuity January 1997 - January 2007
Skills
Windows Server
Education
Eastern Connecticut State University 1987 — 1989
BA, Mathematics
Retirement & Annuity Company September 2009 - Present
Merrill Lynch 2006 - 2009
Merrill Lynch 2003 - 2006
Travelers Life & Annuity 2002 - 2003
Merrill Lynch 1998 - 2002
Skills
Series 7, Series 63, Retirement Planning, Retirement, Alternative Investments, Investments, Variable Annuities, Relationship Management, Wealth Management..., Mutual Funds, 401k, Wealth Management, Fixed Annuities, Securities, Asset Management, Asset Allocation, ETFs, FINRA, Financial Advisory, Fixed Income, IRAs, Investment Management, Life Insurance, Separately Managed..., Series 24, Series 6, Series 65, Trading, Uniform Combined State..., Portfolio Management, Investment Advisory, Investment Strategies, Financial Services
Education
Rider University 2003 — 2005
MBA, Finance
Mount Saint Mary's College 1994 — 1998
BS, Finance
All Saints
Prudential Financial May 2014 - Present
Prudential Financial April 2012 - May 2014
Crump Life Insurance Services May 2009 - April 2012
MetLife Investors November 2006 - February 2009
Travelers Life & Annuity January 2005 - November 2006
Skills
Insurance, Life Insurance, Series 63, Series 6, Fixed Annuities, Retirement Planning, Mutual Funds
Education
Marist College 1992 — 1995
English
Voya Financial March 2013 - Present
ING US September 2005 - March 2013
ING US November 2004 - September 2005
Travelers Life & Annuity 2001 - 2002
Travelers Life & Annuity 1999 - 2001
Travelers Life & Annuity 1996 - 1999
Travelers Life & Annuity 1995 - 1996
Skills
Series 7, Series 24, Series 4, Teamwork, Microsoft Excel, Microsoft Office
Education
Eastern Connecticut State University 1985 — 1989
Bachelor's degree, Early Childhood Education
Futurity First Insurance Group January 2013 - Present
Paychex August 2011 - January 2013
ING Financial Partners 2008 - 2011
Travelers Life & Annuity 1998 - 2002
CIGNA 1996 - 1997
New York Life Asset Management 1989 - 1996
Skills
Investments, Salesforce.com, Financial Services, Retirement, Employee Benefits, Retirement Planning, Management, Marketing, Series 7
Education
Manhattanville College 1985 — 1989
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
ING January 2011 - Present
MetLife January 2006 - December 2010
Travelers Life & Annuity January 2004 - December 2006
Skills
Series 6, Series 63, life and health license, Wholesaler Training, Consultative Selling..., Fixed Annuities, Variable Annuities, Retirement, Mutual Funds
Education
Central Connecticut State University 1988 — 1992
Bachelor of Arts (B.A.), Psychology
Newington High School 1984 — 1988
Citi October 2013 - Present
Bank of America October 2010 - March 2013
Bank of America April 2008 - September 2010
Bank of America January 2007 - March 2008
Bank of America April 2006 - December 2007
Bank of America September 2004 - March 2006
Travelers Life & Annuity May 2004 - September 2004
The Hartford 2003 - April 2004
The Hartford September 2001 - 2003
Webster Bank August 1995 - August 2001
Skills
Spanish-speaking, Finance, Banking, Insurance, Call Centers, Customer Service, Customer Experience, Project Management, Process Improvement, Process Design, Team Leadership, Leadership Development, Organizational..., Sales Management, Sales Process, Sales Operations, Sales Execution, Operations Management, Operational Execution, Coaching, Team Building, Change Management, Training, Forecasting, Customer Satisfaction, Sales, Budgets, Project Planning, Management, Risk Management, Vendor Management, Relationship Management, Credit, Executive Management, Credit Cards, Strategy
Education
Quinnipiac University 2012 — 2014
Master's Degree, Organizational Leadership, 3.6
American InterContinental University 2004 — 2004
Bachelor's Degree, Human Resources Management/Personnel Administration, General, 4.0
American InterContinental University 2003 — 2004
Bachelor's Degree, Business Administration and Management, General, 3.6
Capitol Community College 1989 — 1995
Associate's Degree, Liberal Arts and Sciences/Liberal Studies