USI Consulting Group
Industry: Company
DescriptionFounded: 1981 Subsidiary: USI Securities, Inc. Parent organization: USI Insurance ServicesFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportUSI Consulting GroupWebsiteDirections Saved (0) Saved Save Insurance agency in Cincinnati, Ohio Address: 312 Elm St #2400, Cincinnati, OH 45202 Phone: (513) 852-6300: : Hours: Place name: : Website: Category: : : : Website: http://www.usicg.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of USI Consulting Group Posting publicly on the Web Write a review Reviews Be the first to review
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USI Consulting Group Employees
Employee
Years
Job
Industry
Kenneth Chonillo Kenneth Chonillo's USI Consulting Group Experience September 2013 - January 2015
Job Account Manager at Arthur J. Gallagher
Industry Insurance
Experience
Arthur J. Gallagher & Co. February 2015 - Present
USI Consulting Group September 2013 - January 2015
USI Insurance Services September 2012 - September 2013
USI Insurance Services June 2012 - September 2012
KLM June 2011 - June 2012
Skills
VBA, Visual C++, Microsoft Office, R Statistics, Financial Analysis, Microsoft Excel, Accounts Receivable, Insurance, PowerPoint, Microsoft Word, Account Reconciliation, Data Analysis, Financial Accounting, Employee Benefits, Analysis, Access, Management, Underwriting, Sales, Risk Management, Health Insurance, Finance, Customer Service, Leadership
Education
Penn State University 2006 — 2010
B.S., Actuarial Science
Arthur J. Gallagher & Co. February 2015 - Present
USI Consulting Group September 2013 - January 2015
USI Insurance Services September 2012 - September 2013
USI Insurance Services June 2012 - September 2012
KLM June 2011 - June 2012
Skills
VBA, Visual C++, Microsoft Office, R Statistics, Financial Analysis, Microsoft Excel, Accounts Receivable, Insurance, PowerPoint, Microsoft Word, Account Reconciliation, Data Analysis, Financial Accounting, Employee Benefits, Analysis, Access, Management, Underwriting, Sales, Risk Management, Health Insurance, Finance, Customer Service, Leadership
Education
Penn State University 2006 — 2010
B.S., Actuarial Science
Tammy Cooke Tammy Cooke's USI Consulting Group Experience July 1994 - Present
Job Senior Actuarial Consultant at USI Consulting Group
Industry Financial Services
Experience
CT Chapter of American Harp Society September 2013 - Present
USI Consulting Group July 1994 - Present
Aetna September 1989 - July 1994
Skills
Actuarial Science, Employee Benefits, Actuarial Consulting, Retirement, Healthcare, Insurance, Global Client Management, Organization &..., Community Outreach, Youth Ministry, Valuation, Forecasting, Challenging Assumptions, Trend Analysis, Medicare Prescription..., Medicare Part D, Retirement Plan..., Event Planning, Creativity Skills
Education
Post University 1991 — 1994
BS, Business
Lyndon State College 1987 — 1989
AS, Business
Champlain Valley Union High School 1984 — 1987
CT Chapter of American Harp Society September 2013 - Present
USI Consulting Group July 1994 - Present
Aetna September 1989 - July 1994
Skills
Actuarial Science, Employee Benefits, Actuarial Consulting, Retirement, Healthcare, Insurance, Global Client Management, Organization &..., Community Outreach, Youth Ministry, Valuation, Forecasting, Challenging Assumptions, Trend Analysis, Medicare Prescription..., Medicare Part D, Retirement Plan..., Event Planning, Creativity Skills
Education
Post University 1991 — 1994
BS, Business
Lyndon State College 1987 — 1989
AS, Business
Champlain Valley Union High School 1984 — 1987
Loi Chris Banh Loi Chris Banh's USI Consulting Group Experience June 2014 - Present
Job Sr. Employee Benefits Underwriter at USI
Industry Insurance
Experience
USI Consulting Group June 2014 - Present
UnitedHealth Group April 2011 - May 2014
Kaiser Permanente 2010 - 2011
Cigna 2007 - 2009
Skills
Insurance, Analysis, Claim, Management, Employee Benefits, Health Insurance, Customer Service, Leadership, Strategic Planning, Process Improvement, Financial Analysis, Underwriting, Microsoft Excel, Brokers
Education
University of California, Riverside 1997 — 2001
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
USI Consulting Group June 2014 - Present
UnitedHealth Group April 2011 - May 2014
Kaiser Permanente 2010 - 2011
Cigna 2007 - 2009
Skills
Insurance, Analysis, Claim, Management, Employee Benefits, Health Insurance, Customer Service, Leadership, Strategic Planning, Process Improvement, Financial Analysis, Underwriting, Microsoft Excel, Brokers
Education
University of California, Riverside 1997 — 2001
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Jill Rendeiro Jill Rendeiro's USI Consulting Group Experience October 2007 - August 2013
Job Of Counsel at Brenner, Saltzman & Wallman LLP
Industry Financial Services
Experience
Brenner, Saltzman & Wallman LLP August 2013 - Present
USI Consulting Group October 2007 - August 2013
Shipman & Goodwin LLP August 1992 - May 1996
Hooker & Holcombe, Inc. January 1988 - June 1990
Towers Watson October 1986 - January 1988
Kwasha Lipton October 1981 - September 1986
Skills
Defined Benefit, ERISA, Qualified Retirement..., Retirement Plan..., Fiduciary Training, 401k, Pensions, Retirement, Employee Benefits, Defined Contribution, Profit Sharing, Nondiscrimination..., Cash Balance, Qualified Domestic..., Non-Qualified Deferred...
Education
University of Connecticut School of Law 1988 — 1992
Doctor of Law (J.D.), Law
State University of New York at Albany 1979 — 1981
B.S., Economics
Brenner, Saltzman & Wallman LLP August 2013 - Present
USI Consulting Group October 2007 - August 2013
Shipman & Goodwin LLP August 1992 - May 1996
Hooker & Holcombe, Inc. January 1988 - June 1990
Towers Watson October 1986 - January 1988
Kwasha Lipton October 1981 - September 1986
Skills
Defined Benefit, ERISA, Qualified Retirement..., Retirement Plan..., Fiduciary Training, 401k, Pensions, Retirement, Employee Benefits, Defined Contribution, Profit Sharing, Nondiscrimination..., Cash Balance, Qualified Domestic..., Non-Qualified Deferred...
Education
University of Connecticut School of Law 1988 — 1992
Doctor of Law (J.D.), Law
State University of New York at Albany 1979 — 1981
B.S., Economics
Mike Cifaldi Mike Cifaldi's USI Consulting Group Experience 2000 - 2006
Job Student at University of California, San Diego
Industry Information Services
Experience
Solutionary April 2012 - Present
Integralis Ltd. 2006 - 2010
USI Consulting Group 2000 - 2006
Skills
Economics, Market Research, Microsoft Office, Research, Microsoft Excel, English, Data Analysis, PowerPoint, Teamwork, Microsoft Word, Social Media, Stata, Econometrics, Customer Service, SPSS, Analysis, International Relations, Statistics, Macroeconomics, Financial Analysis, Network Security, firewalls, IPS, Information Security, Information Security..., Networking, Penetration Testing, Disaster Recovery, Checkpoint, Intrusion Detection, Juniper Technologies, VPN, Sourcefire, Cisco Security, ISS, Managed Security..., Nokia IPSO, Bluecoat, Palo Alto Networks, IT Security Operations, Operations Management
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2014 — 2016
International Affairs, International Management
UC San Diego 2013 — 2015
International/Global Studies - Economics
Solutionary April 2012 - Present
Integralis Ltd. 2006 - 2010
USI Consulting Group 2000 - 2006
Skills
Economics, Market Research, Microsoft Office, Research, Microsoft Excel, English, Data Analysis, PowerPoint, Teamwork, Microsoft Word, Social Media, Stata, Econometrics, Customer Service, SPSS, Analysis, International Relations, Statistics, Macroeconomics, Financial Analysis, Network Security, firewalls, IPS, Information Security, Information Security..., Networking, Penetration Testing, Disaster Recovery, Checkpoint, Intrusion Detection, Juniper Technologies, VPN, Sourcefire, Cisco Security, ISS, Managed Security..., Nokia IPSO, Bluecoat, Palo Alto Networks, IT Security Operations, Operations Management
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2014 — 2016
International Affairs, International Management
UC San Diego 2013 — 2015
International/Global Studies - Economics
Elizabeth Granato Elizabeth Granato's USI Consulting Group Experience March 2012 - August 2014
Job Client Service Analyst at Mercer
Industry Human Resources
Experience
Mercer August 2014 - Present
USI Consulting Group March 2012 - August 2014
Skills
CRM, Employee Benefits, Human Resources, Management, Administration, Brokers, Sales, Account Management, Interviews, Risk Management
Education
Temple University 2007 — 2011
Bachelor of Arts (B.A.), Criminal Justice
Mercer August 2014 - Present
USI Consulting Group March 2012 - August 2014
Skills
CRM, Employee Benefits, Human Resources, Management, Administration, Brokers, Sales, Account Management, Interviews, Risk Management
Education
Temple University 2007 — 2011
Bachelor of Arts (B.A.), Criminal Justice
Jan Fiengo's USI Consulting Group Experience August 1998 - September 2002
Job Manager, Product Development
Industry Insurance
Experience
Aetna Life Insurance Company June 2015 - Present
Aetna January 2014 - June 2015
UnitedHealthcare February 2007 - January 2014
UnitedHealthcare September 2002 - September 2006
USI Consulting Group August 1998 - September 2002
American Eagle Federal Credit Union August 1997 - September 1998
Skills
Benefits Administration, Payroll, New Hire Orientations, Health Insurance, Health Savings Accounts, Employee Benefits, Insurance, Managed Care, Disability Insurance, Account Management, Training, Management, Human Resources, COBRA, Call Centers, Leadership
Education
State University of New York College at Plattsburgh 1980 — 1985
Aetna Life Insurance Company June 2015 - Present
Aetna January 2014 - June 2015
UnitedHealthcare February 2007 - January 2014
UnitedHealthcare September 2002 - September 2006
USI Consulting Group August 1998 - September 2002
American Eagle Federal Credit Union August 1997 - September 1998
Skills
Benefits Administration, Payroll, New Hire Orientations, Health Insurance, Health Savings Accounts, Employee Benefits, Insurance, Managed Care, Disability Insurance, Account Management, Training, Management, Human Resources, COBRA, Call Centers, Leadership
Education
State University of New York College at Plattsburgh 1980 — 1985
Jennifer Trinidad Jennifer Trinidad's USI Consulting Group Experience May 2000 - January 2003
Job MultiFaceted Business Professional
Industry Health, Wellness and Fitness
Experience
UnitedHealth Group August 2015 - Present
GalaxSea Cruises and Tours January 2014 - Present
UnitedHealthcare December 2012 - August 2015
PartyLite February 2011 - January 2014
UnitedHealthcare November 2006 - December 2012
UnitedHealthcare October 2003 - November 2006
USI Consulting Group May 2000 - January 2003
Skills
Customer Service, Management, Project Management, Insurance, Team Building, Direct Sales, Strategy, Strategic Planning, Account Management, Employee Benefits, Sales, Business Planning, Health Insurance, Sales Management, Leadership Development, Benefits Administration, Negotiation, Vendor Management, Research, Project Coordination, Event Planning, Fundraising, Microsoft Excel, WordPress, technical writing, Web Design, Technical Documentation, Data Analysis, Microsoft Office, Coaching, Sales Operations, Event Management, Training Delivery, Public Speaking, SharePoint, Visio, Proofreading, Editing, Microsoft Word, Access, Copywriting, Six Sigma, Travel Planning, Leisure Travel, Disney Vacations, Life Coaching
Education
SUNY at Buffalo 1993 — 1996
English Language and Literature
UnitedHealth Group August 2015 - Present
GalaxSea Cruises and Tours January 2014 - Present
UnitedHealthcare December 2012 - August 2015
PartyLite February 2011 - January 2014
UnitedHealthcare November 2006 - December 2012
UnitedHealthcare October 2003 - November 2006
USI Consulting Group May 2000 - January 2003
Skills
Customer Service, Management, Project Management, Insurance, Team Building, Direct Sales, Strategy, Strategic Planning, Account Management, Employee Benefits, Sales, Business Planning, Health Insurance, Sales Management, Leadership Development, Benefits Administration, Negotiation, Vendor Management, Research, Project Coordination, Event Planning, Fundraising, Microsoft Excel, WordPress, technical writing, Web Design, Technical Documentation, Data Analysis, Microsoft Office, Coaching, Sales Operations, Event Management, Training Delivery, Public Speaking, SharePoint, Visio, Proofreading, Editing, Microsoft Word, Access, Copywriting, Six Sigma, Travel Planning, Leisure Travel, Disney Vacations, Life Coaching
Education
SUNY at Buffalo 1993 — 1996
English Language and Literature
Samantha Ramos Samantha Ramos's USI Consulting Group Experience May 2014 - Present
Job Internal Sales Consultant at USI Consulting Group
Industry Higher Education
Experience
USI Consulting Group May 2014 - Present
USI Consulting Group January 2013 - April 2014
USI Consulting Group July 2012 - December 2012
Gap Inc./Gap June 2009 - November 2012
Skills
Customer Service, Microsoft Office, Research, Editing, Marketing, Retail Sales, Microsoft CRM
Education
Hunter College 2008 — 2012
Bachelor of Arts (BA), History
USI Consulting Group May 2014 - Present
USI Consulting Group January 2013 - April 2014
USI Consulting Group July 2012 - December 2012
Gap Inc./Gap June 2009 - November 2012
Skills
Customer Service, Microsoft Office, Research, Editing, Marketing, Retail Sales, Microsoft CRM
Education
Hunter College 2008 — 2012
Bachelor of Arts (BA), History
Chuck Bracht Chuck Bracht's USI Consulting Group Experience April 2012 - Present
Job Vice President and Managing Director at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group April 2012 - Present
BBVA Compass Consulting & Benefits July 2003 - April 2012
Apogee March 2001 - July 2003
Skills
Retirement Planning, Mutual Funds, Insurance, Management, High Net Worth..., Investments, Portfolio Management, Wealth Management, Series 63, Financial Analysis, Series 7, Financial Services, Sales, Strategic Planning, Asset Allocation, Marketing, 401k, Leadership
Education
Rice University 1965 — 1969
BA, Economics
USI Consulting Group April 2012 - Present
BBVA Compass Consulting & Benefits July 2003 - April 2012
Apogee March 2001 - July 2003
Skills
Retirement Planning, Mutual Funds, Insurance, Management, High Net Worth..., Investments, Portfolio Management, Wealth Management, Series 63, Financial Analysis, Series 7, Financial Services, Sales, Strategic Planning, Asset Allocation, Marketing, 401k, Leadership
Education
Rice University 1965 — 1969
BA, Economics
Megan E. Burke, CFP® Megan E. Burke, CFP®'s USI Consulting Group Experience June 1997 - July 1999
Job Wealth Advisor at Tompkins Financial Advisors
Industry Financial Services
Experience
Tompkins Financial Advisors December 2002 - Present
Merrill Lynch September 1999 - November 2002
USI Consulting Group June 1997 - July 1999
Skills
Wealth Management, Wealth Management..., Wealth, Estate Planning, Strategic Financial..., Investments, Risk Management, Financial Planners, Strategy, Management, Retirement Planning, Asset Management, Portfolio Management, Mutual Funds, Series 65, Series 63, Series 7, Insurance, Fixed Annuities, Variable Annuities
Education
State University of New York College at Geneseo 1993 — 1997
Tompkins Financial Advisors December 2002 - Present
Merrill Lynch September 1999 - November 2002
USI Consulting Group June 1997 - July 1999
Skills
Wealth Management, Wealth Management..., Wealth, Estate Planning, Strategic Financial..., Investments, Risk Management, Financial Planners, Strategy, Management, Retirement Planning, Asset Management, Portfolio Management, Mutual Funds, Series 65, Series 63, Series 7, Insurance, Fixed Annuities, Variable Annuities
Education
State University of New York College at Geneseo 1993 — 1997
Bill Anastasiades Bill Anastasiades's USI Consulting Group Experience 1996 - 1999
Job Owner at Pension Consultants, Inc.
Industry Financial Services
Experience
Pension Consultants, Inc. 1999 - Present
USI Consulting Group 1996 - 1999
Skills
Enrolled Retirement..., 401k Plans, Retirement Plan Design, Business Development, 401k, Pensions, Business Planning, CRM, Retirement Planning, Investments, Consulting, Financial Services, Retirement, Management, Small Business, Finance
Education
Providence College
Bachelor of Arts (B.A.), History, Business Studies
University of Massachusetts
Master of Business Administration (M.B.A.), Management/Finance
Pension Consultants, Inc. 1999 - Present
USI Consulting Group 1996 - 1999
Skills
Enrolled Retirement..., 401k Plans, Retirement Plan Design, Business Development, 401k, Pensions, Business Planning, CRM, Retirement Planning, Investments, Consulting, Financial Services, Retirement, Management, Small Business, Finance
Education
Providence College
Bachelor of Arts (B.A.), History, Business Studies
University of Massachusetts
Master of Business Administration (M.B.A.), Management/Finance
Erica Tremko's USI Consulting Group Experience July 2012 - August 2012
Job Marketing & Sales Intern at Conning
Industry Marketing and Advertising
Experience
Conning June 2015 - Present
Conning June 2014 - August 2014
USI Consulting Group July 2012 - August 2012
Region #19 Superintendent's Office October 2011 - February 2012
Skills
Salesforce.com, Pardot, InDesign, Microsoft Office, Time Management, Microsoft Excel, Leadership, Written & Oral..., Public Relations, Qvidian software, FactSet, Multitasking Skills, Teamwork
Education
Bentley University 2012 — 2016
Management, Marketing, Information Design & Corporate Communication
Bond University 2015 — 2015
Study Abroad Program, Spring 2015
Conning June 2015 - Present
Conning June 2014 - August 2014
USI Consulting Group July 2012 - August 2012
Region #19 Superintendent's Office October 2011 - February 2012
Skills
Salesforce.com, Pardot, InDesign, Microsoft Office, Time Management, Microsoft Excel, Leadership, Written & Oral..., Public Relations, Qvidian software, FactSet, Multitasking Skills, Teamwork
Education
Bentley University 2012 — 2016
Management, Marketing, Information Design & Corporate Communication
Bond University 2015 — 2015
Study Abroad Program, Spring 2015
Angela (Carrasco) Farmer Angela (Carrasco) Farmer's USI Consulting Group Experience July 2011 - October 2011
Job Human Resource Administration Specialist at Leidos
Industry Human Resources
Experience
Leidos March 2014 - Present
Select Medical January 2013 - March 2014
Jacobs January 2012 - January 2013
USI Consulting Group July 2011 - October 2011
Wackenhut October 2010 - June 2011
Wackenhut June 2010 - August 2010
The Rabbit's Foot October 2007 - March 2010
Skills
Human Resources, Employee Benefits, Interviews, Benefits Administration, Hiring, Employee Training, HRIS, New Hire Orientations, Policy, Customer Service, Deferred Compensation, Employee Relations, FMLA, HR Policies, Onboarding, Talent Acquisition
Education
The University of Tennessee 2008 — 2011
Bachelor of Science, Human Resources Management
University of Tennessee-Knoxville - College of Business Administration 2008 — 2011
Bachelor of Science, Human Resource Management/Development, Information Management
Leidos March 2014 - Present
Select Medical January 2013 - March 2014
Jacobs January 2012 - January 2013
USI Consulting Group July 2011 - October 2011
Wackenhut October 2010 - June 2011
Wackenhut June 2010 - August 2010
The Rabbit's Foot October 2007 - March 2010
Skills
Human Resources, Employee Benefits, Interviews, Benefits Administration, Hiring, Employee Training, HRIS, New Hire Orientations, Policy, Customer Service, Deferred Compensation, Employee Relations, FMLA, HR Policies, Onboarding, Talent Acquisition
Education
The University of Tennessee 2008 — 2011
Bachelor of Science, Human Resources Management
University of Tennessee-Knoxville - College of Business Administration 2008 — 2011
Bachelor of Science, Human Resource Management/Development, Information Management
Eric Dyson Eric Dyson's USI Consulting Group Experience March 2013 - Present
Job Over 20 Years of Defined Benefit and Defined Contribution Consulting Experience
Industry Financial Services
Experience
USI Consulting Group March 2013 - Present
Gallagher Retirement Services, A Division of Gallagher Benefit Services, Inc September 2006 - February 2013
Fidelity Investments October 2000 - August 2006
US Navy May 1983 - January 1994
Skills
401k, Retirement, ERISA, Investments, Retirement Planning, Qualified Retirement..., Defined Benefit, Leadership, Risk Management, Strategic Planning, Investment Advisory, Securities, Asset Allocation, Sales, Financial Advisory, Series 63, FINRA, Customer Service, Mutual Funds, Investment Strategies, Financial Services, Wealth Management, Finance, Financial Analysis, Executive Management, Business Planning, Benefits Administration, Compensation & Benefits
Education
University of North Texas
Master of Business Administration (MBA), Finance and Financial Management Services
United States Naval Academy 1979 — 1983
BS, Naval Architecture
TJHS 1975 — 1979
USI Consulting Group March 2013 - Present
Gallagher Retirement Services, A Division of Gallagher Benefit Services, Inc September 2006 - February 2013
Fidelity Investments October 2000 - August 2006
US Navy May 1983 - January 1994
Skills
401k, Retirement, ERISA, Investments, Retirement Planning, Qualified Retirement..., Defined Benefit, Leadership, Risk Management, Strategic Planning, Investment Advisory, Securities, Asset Allocation, Sales, Financial Advisory, Series 63, FINRA, Customer Service, Mutual Funds, Investment Strategies, Financial Services, Wealth Management, Finance, Financial Analysis, Executive Management, Business Planning, Benefits Administration, Compensation & Benefits
Education
University of North Texas
Master of Business Administration (MBA), Finance and Financial Management Services
United States Naval Academy 1979 — 1983
BS, Naval Architecture
TJHS 1975 — 1979
Crystal Kelly's USI Consulting Group Experience October 2012 - September 2013
Job
Industry Insurance
Experience
Aetna March 2015 - Present
Sun Life Financial September 2013 - February 2015
USI Consulting Group October 2012 - September 2013
Mercer January 2009 - August 2010
AETNA, INC January 2008 - January 2009
United Health Group January 2007 - January 2008
CIGNA CORPORATION December 2003 - January 2007
Skills
Analysis, Strategy, Human Resources, Management, Healthcare, Process Improvement
Education
Norfolk State University
Bachelor of Science degree
Strayer University
Master's degree
Aetna March 2015 - Present
Sun Life Financial September 2013 - February 2015
USI Consulting Group October 2012 - September 2013
Mercer January 2009 - August 2010
AETNA, INC January 2008 - January 2009
United Health Group January 2007 - January 2008
CIGNA CORPORATION December 2003 - January 2007
Skills
Analysis, Strategy, Human Resources, Management, Healthcare, Process Improvement
Education
Norfolk State University
Bachelor of Science degree
Strayer University
Master's degree
Rosemary Raymer Rosemary Raymer's USI Consulting Group Experience June 2007 - September 2014
Job ESOP Specialist at Swerdlin & Company
Industry Financial Services
Experience
Swerdlin & Company May 2015 - Present
Acuff & Associates November 2014 - May 2015
USI Consulting Group June 2007 - September 2014
Pension Consultants, Inc. January 2000 - June 2007
Benefit Professionals in Albertville 2000 - 2001
Aid Pension Administrators 1995 - 2000
Lincoln-Cross, Inc. 1988 - 1995
Skills
Employee Benefits, Non-Qualified Deferred..., Retirement Plan..., ERISA, Profit Sharing, Defined Contribution, Retirement Planning, Executive Pay, Pension Administration, Deferred Compensation, Investment Advisory, Investments, Benefits Administration, Asset Allocation, Qualified Retirement..., Securities, Financial Advisory, FINRA, Insurance, 401k
Education
Belmont University 1985 — 1988
BS, Math, Physics
University of Alabama 1976 — 1978
Freshman/Sophomore year:, Music
Swerdlin & Company May 2015 - Present
Acuff & Associates November 2014 - May 2015
USI Consulting Group June 2007 - September 2014
Pension Consultants, Inc. January 2000 - June 2007
Benefit Professionals in Albertville 2000 - 2001
Aid Pension Administrators 1995 - 2000
Lincoln-Cross, Inc. 1988 - 1995
Skills
Employee Benefits, Non-Qualified Deferred..., Retirement Plan..., ERISA, Profit Sharing, Defined Contribution, Retirement Planning, Executive Pay, Pension Administration, Deferred Compensation, Investment Advisory, Investments, Benefits Administration, Asset Allocation, Qualified Retirement..., Securities, Financial Advisory, FINRA, Insurance, 401k
Education
Belmont University 1985 — 1988
BS, Math, Physics
University of Alabama 1976 — 1978
Freshman/Sophomore year:, Music
Thomas Zagorski Thomas Zagorski's USI Consulting Group Experience January 2011 - May 2013
Job Data Analyst at TuneCore
Industry Information Technology and Services
Experience
TuneCore May 2013 - Present
USI Consulting Group January 2011 - May 2013
USI Consulting Group March 2010 - December 2010
LIMRA International June 2008 - August 2008
Skills
Actuarial Exams, SPSS, R, SQL, SAS, Perl, SPSS Clementine
Education
Central Connecticut State University 2010 — 2012
Masters of Arts, Statistics, 3.1
The University of Connecticut 2005 — 2009
Bachelors of Arts, Mathematics/ Actuarial Sciences
TuneCore May 2013 - Present
USI Consulting Group January 2011 - May 2013
USI Consulting Group March 2010 - December 2010
LIMRA International June 2008 - August 2008
Skills
Actuarial Exams, SPSS, R, SQL, SAS, Perl, SPSS Clementine
Education
Central Connecticut State University 2010 — 2012
Masters of Arts, Statistics, 3.1
The University of Connecticut 2005 — 2009
Bachelors of Arts, Mathematics/ Actuarial Sciences
Lynda Hill Lynda Hill's USI Consulting Group Experience June 2003 - April 2006
Job Account Executive at Lockton Companies
Industry Insurance
Experience
Lockton Companies June 2014 - Present
Lockton Companies April 2013 - Present
Aon Hewitt April 2006 - March 2013
USI Consulting Group June 2003 - April 2006
Andreini & Company September 1999 - June 2003
The Hoffman Company, Andreini & Company, etc. 1988 - 2000
Jardine & Associates 1994 - 1996
The Hoffman Company 1988 - 1995
Skills
Employee Benefits, Health Insurance, Brokers, Underwriting, Benefits Administration, Insurance, Health Savings Accounts, Disability Insurance, Workers Compensation, Property & Casualty..., 401k, Life Insurance, Retirement, Commercial Insurance, Medicare, COBRA, ERISA, HIPAA, Open Enrollment, Term Life Insurance, Claim, Long-term Care, Deferred Compensation, Defined Benefit, Performance Management, Pensions, Health Policy, Incentive Programs, HR Consulting, Talent Management, Financial Services, Employee Engagement, Account Management, Group Insurance, Employee Relations, Onboarding, Vendor Management, Health Care Reform, Executive Pay, Reinsurance, Employee Wellness, Managed Care
Education
California State University-Long Beach 1977 — 1981
Lockton Companies June 2014 - Present
Lockton Companies April 2013 - Present
Aon Hewitt April 2006 - March 2013
USI Consulting Group June 2003 - April 2006
Andreini & Company September 1999 - June 2003
The Hoffman Company, Andreini & Company, etc. 1988 - 2000
Jardine & Associates 1994 - 1996
The Hoffman Company 1988 - 1995
Skills
Employee Benefits, Health Insurance, Brokers, Underwriting, Benefits Administration, Insurance, Health Savings Accounts, Disability Insurance, Workers Compensation, Property & Casualty..., 401k, Life Insurance, Retirement, Commercial Insurance, Medicare, COBRA, ERISA, HIPAA, Open Enrollment, Term Life Insurance, Claim, Long-term Care, Deferred Compensation, Defined Benefit, Performance Management, Pensions, Health Policy, Incentive Programs, HR Consulting, Talent Management, Financial Services, Employee Engagement, Account Management, Group Insurance, Employee Relations, Onboarding, Vendor Management, Health Care Reform, Executive Pay, Reinsurance, Employee Wellness, Managed Care
Education
California State University-Long Beach 1977 — 1981
Lindsay Pease's USI Consulting Group Experience January 2008 - February 2013
Job Student Health Benefit Plan Manager at University of Massachusetts Amherst
Industry Health, Wellness and Fitness
Experience
University of Massachusetts Amherst February 2013 - Present
CWP Fitness dba Anytime Fitness, Agawam January 2006 - Present
USI Consulting Group January 2008 - February 2013
Investment Advisory Services October 2006 - March 2008
MassMutual Financial Group January 2001 - October 2006
MassMutual Financial Services January 2001 - October 2006
Skills
Employee Benefits, Insurance, Call Centers, Leadership, Investments, Sales, Mutual Funds, Marketing, Process Improvement, Management, Budgets, Strategic Planning, 401k
Education
Bay Path College 2004 — 2006
Bachelor of Science, Business
University of Massachusetts Amherst February 2013 - Present
CWP Fitness dba Anytime Fitness, Agawam January 2006 - Present
USI Consulting Group January 2008 - February 2013
Investment Advisory Services October 2006 - March 2008
MassMutual Financial Group January 2001 - October 2006
MassMutual Financial Services January 2001 - October 2006
Skills
Employee Benefits, Insurance, Call Centers, Leadership, Investments, Sales, Mutual Funds, Marketing, Process Improvement, Management, Budgets, Strategic Planning, 401k
Education
Bay Path College 2004 — 2006
Bachelor of Science, Business
Jeanine Romain Jeanine Romain's USI Consulting Group Experience 1999 - 2002
Job Staff Accountant at The Hollingsworth Companies
Industry Accounting
Experience
The Hollingsworth Companies January 2013 - Present
Securewatch ADT August 2010 - January 2013
Transglobal Oil Co., dba Breadbox Food Stores June 2009 - August 2010
Chase Sensale Law Group 2009 - 2010
ValuePage, Inc. June 2006 - June 2009
Jim Stiles, CPA, PLLC 2003 - 2006
USI Consulting Group 1999 - 2002
Global Financial Traders 1994 - 1998
Skills
Accounting, Financial Reporting, Accounts Payable, Quickbooks, Word, Accounts Receivable, PowerPoint, Microsoft Office, Payroll, Bookkeeping, Billing, Invoicing, Benefits Administration, Auditing, Payroll Processing, General Ledger, Administration, Reconciliation, Employee Relations, Account Reconciliation, Financial Analysis, Benefits, Documentation, Data Entry, Software Documentation, Management, Microsoft Word, Financial Statements, Bank Reconciliation, Employee Benefits, Great Plains Software, QuickBooks, Peachtree, Journal Entries, Sales Tax, Tax, Payroll Taxes, Income Tax, Customer Service, Microsoft Dynamics GP
Education
Pellissippi State Community College 2012 — 2017
Bachelor of Applied Science (BASc), Accounting
Saint John's University - Peter J. Tobin College of Business 2001 — 2004
The Hollingsworth Companies January 2013 - Present
Securewatch ADT August 2010 - January 2013
Transglobal Oil Co., dba Breadbox Food Stores June 2009 - August 2010
Chase Sensale Law Group 2009 - 2010
ValuePage, Inc. June 2006 - June 2009
Jim Stiles, CPA, PLLC 2003 - 2006
USI Consulting Group 1999 - 2002
Global Financial Traders 1994 - 1998
Skills
Accounting, Financial Reporting, Accounts Payable, Quickbooks, Word, Accounts Receivable, PowerPoint, Microsoft Office, Payroll, Bookkeeping, Billing, Invoicing, Benefits Administration, Auditing, Payroll Processing, General Ledger, Administration, Reconciliation, Employee Relations, Account Reconciliation, Financial Analysis, Benefits, Documentation, Data Entry, Software Documentation, Management, Microsoft Word, Financial Statements, Bank Reconciliation, Employee Benefits, Great Plains Software, QuickBooks, Peachtree, Journal Entries, Sales Tax, Tax, Payroll Taxes, Income Tax, Customer Service, Microsoft Dynamics GP
Education
Pellissippi State Community College 2012 — 2017
Bachelor of Applied Science (BASc), Accounting
Saint John's University - Peter J. Tobin College of Business 2001 — 2004
Bill Woollacott Bill Woollacott's USI Consulting Group Experience 1993 - 2000
Job Vice President & Consulting Actuary at Hooker & Holcombe, Inc.
Industry Financial Services
Experience
Hooker & Holcombe, Inc. May 2007 - Present
The Segal Company 2000 - 2007
USI Consulting Group 1993 - 2000
Skills
Pensions, Defined Benefit, Retirement, Actuarial, ERISA, Employee Benefits, Plan Design, Pension Administration, Actuarial Science, Retirement Plan..., Business Planning, Actuarial Consulting, 401k, Executive Pay, Qualified Retirement..., Defined Contribution, Investments, Profit Sharing, Retirement Planning, Fixed Annuities, Mutual Funds, Pension Funds, Asset Allocation, Life Insurance, Variable Annuities, Financial Risk, Health Insurance, Valuation, Insurance, ALM, IRAs
Education
University of Connecticut 1981 — 1982
MA, Actuarial Science
Butler University 1973 — 1978
BA, Mathematics
Hooker & Holcombe, Inc. May 2007 - Present
The Segal Company 2000 - 2007
USI Consulting Group 1993 - 2000
Skills
Pensions, Defined Benefit, Retirement, Actuarial, ERISA, Employee Benefits, Plan Design, Pension Administration, Actuarial Science, Retirement Plan..., Business Planning, Actuarial Consulting, 401k, Executive Pay, Qualified Retirement..., Defined Contribution, Investments, Profit Sharing, Retirement Planning, Fixed Annuities, Mutual Funds, Pension Funds, Asset Allocation, Life Insurance, Variable Annuities, Financial Risk, Health Insurance, Valuation, Insurance, ALM, IRAs
Education
University of Connecticut 1981 — 1982
MA, Actuarial Science
Butler University 1973 — 1978
BA, Mathematics
Thomas Quish's USI Consulting Group Experience 2014 - Present
Job Staff Consultant
Industry Financial Services
Experience
USI Consulting Group 2014 - Present
FreshBev LLC 2012 - 2013
Education
Bentley University 2008 — 2012
Economics Finance
USI Consulting Group 2014 - Present
FreshBev LLC 2012 - 2013
Education
Bentley University 2008 — 2012
Economics Finance
Gene Balas, CFA's USI Consulting Group Experience August 1998 - September 2004
Job Portfolio Manager at United Capital Financial Advisers, LLC
Industry Investment Management
Experience
United Capital Financial Advisers, LLC January 2014 - Present
East End Wealth Management November 2011 - December 2013
TheStreet April 2010 - December 2013
The Lantern Research April 2009 - April 2010
Genworth Financial Asset Management July 2006 - April 2009
Merrill Lynch September 2004 - June 2006
USI Consulting Group August 1998 - September 2004
Research Partners International June 1994 - August 1998
Oppenheimer & Co. Inc. June 1989 - June 1994
Skills
Asset Allocation, Due Diligence, Economics, Portfolio Management, Investment Strategies, Investment Management, Economic Forecasting, Writing, Media, Retirement Planning, Manager Due Diligence, Fixed Income, Equities, ETFs, Financial Markets, Capital Markets, Financial Services, Financial Modeling, Securities, Strategy, Finance, Equity Research, Pensions, Commodity, Investments, Private Equity, Bloomberg, Analysis, Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Research, Market Research, Qualitative Research, Closed-end Funds, Stocks, Bonds, Investment Commentary
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance
University of Houston
BBA, Finance
United Capital Financial Advisers, LLC January 2014 - Present
East End Wealth Management November 2011 - December 2013
TheStreet April 2010 - December 2013
The Lantern Research April 2009 - April 2010
Genworth Financial Asset Management July 2006 - April 2009
Merrill Lynch September 2004 - June 2006
USI Consulting Group August 1998 - September 2004
Research Partners International June 1994 - August 1998
Oppenheimer & Co. Inc. June 1989 - June 1994
Skills
Asset Allocation, Due Diligence, Economics, Portfolio Management, Investment Strategies, Investment Management, Economic Forecasting, Writing, Media, Retirement Planning, Manager Due Diligence, Fixed Income, Equities, ETFs, Financial Markets, Capital Markets, Financial Services, Financial Modeling, Securities, Strategy, Finance, Equity Research, Pensions, Commodity, Investments, Private Equity, Bloomberg, Analysis, Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Research, Market Research, Qualitative Research, Closed-end Funds, Stocks, Bonds, Investment Commentary
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance
University of Houston
BBA, Finance
Parker Elmore Parker Elmore's USI Consulting Group Experience July 1994 - September 1998
Job 401(k) & Cash Balance Design | GASB 45 Valuations | Financial Advisor & Client service | Independent Administration
Industry Financial Services
Experience
Odyssey Advisors September 1998 - Present
USI Consulting Group July 1994 - September 1998
Aetna Life Insurance Company September 1992 - June 1994
Skills
Pensions, Defined Benefit, Valuation, Compliance, 401k, Profit Sharing, Employee Benefits, Deferred Compensation, Due Diligence, Plan Design, Retirement, ERISA, Actuarial, Pension Administration, Actuarial Science, Health Insurance, Life Insurance, Executive Pay, Investments, Financial Advisory, Business Planning, Strategic Financial..., Finance, Defined Contribution, Retirement Planning, Fixed Annuities, Mutual Funds, Insurance, Management, Strategic Planning, Financial Analysis, Consulting, Public Speaking, Leadership
Education
Central Connecticut State University 1982 — 1986
BA, Mathematics & Operations Research
South Windsor high school
Odyssey Advisors September 1998 - Present
USI Consulting Group July 1994 - September 1998
Aetna Life Insurance Company September 1992 - June 1994
Skills
Pensions, Defined Benefit, Valuation, Compliance, 401k, Profit Sharing, Employee Benefits, Deferred Compensation, Due Diligence, Plan Design, Retirement, ERISA, Actuarial, Pension Administration, Actuarial Science, Health Insurance, Life Insurance, Executive Pay, Investments, Financial Advisory, Business Planning, Strategic Financial..., Finance, Defined Contribution, Retirement Planning, Fixed Annuities, Mutual Funds, Insurance, Management, Strategic Planning, Financial Analysis, Consulting, Public Speaking, Leadership
Education
Central Connecticut State University 1982 — 1986
BA, Mathematics & Operations Research
South Windsor high school
Samuel Boustani Samuel Boustani's USI Consulting Group Experience July 2004 - December 2005
Job Actuary at Milliman
Industry Financial Services
Experience
Milliman January 2006 - Present
USI Consulting Group July 2004 - December 2005
Mercer 1999 - 2004
Skills
Valuation, Actuarial Science, Defined Benefit, ALM, Business Planning, Actuaries, Actuarial Consulting, Insurance, Pricing, Accounting, Employee Benefits, Financial Modeling
Education
Université de Montréal 1995 — 1998
Bachelor, Mathematics
Milliman January 2006 - Present
USI Consulting Group July 2004 - December 2005
Mercer 1999 - 2004
Skills
Valuation, Actuarial Science, Defined Benefit, ALM, Business Planning, Actuaries, Actuarial Consulting, Insurance, Pricing, Accounting, Employee Benefits, Financial Modeling
Education
Université de Montréal 1995 — 1998
Bachelor, Mathematics
Moshe Lowenstein Moshe Lowenstein's USI Consulting Group Experience June 2014 - Present
Job Actuarial Analyst at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group June 2014 - Present
Independent Contracting 2007 - Present
Mesivta Ateres Yaakov September 2013 - June 2014
Arnold Warshavchik Pensions August 2013 - June 2014
Skills
Microsoft Word, Mathematics, Mathematics Education, Applied Mathematics, Actuarial Science, Actuarial Consulting, Pensions, Business Analysis, Financial Analysis, Analytics, Talmudic Law, Creative Problem Solving, Problem Analysis, Customer Service, Microsoft Office, Research, Teaching, Microsoft Excel, PowerPoint, Public Speaking
Education
Touro College 2007 — 2010
Bachelor of Science, Mathematics
Yeshiva Zichron Aryeh 2008 — 2013
Post Graduate
USI Consulting Group June 2014 - Present
Independent Contracting 2007 - Present
Mesivta Ateres Yaakov September 2013 - June 2014
Arnold Warshavchik Pensions August 2013 - June 2014
Skills
Microsoft Word, Mathematics, Mathematics Education, Applied Mathematics, Actuarial Science, Actuarial Consulting, Pensions, Business Analysis, Financial Analysis, Analytics, Talmudic Law, Creative Problem Solving, Problem Analysis, Customer Service, Microsoft Office, Research, Teaching, Microsoft Excel, PowerPoint, Public Speaking
Education
Touro College 2007 — 2010
Bachelor of Science, Mathematics
Yeshiva Zichron Aryeh 2008 — 2013
Post Graduate
Fred Festa Fred Festa's USI Consulting Group Experience 2004 - 2006
Job Strategic Account Consultant / Leader at Konica Minolta Business Solutions U.S.A., Inc.
Industry Management Consulting
Experience
Konica Minolta Business Solutions U.S.A., Inc. October 2011 - Present
Siding Direct LLC April 2007 - Present
USI Consulting Group 2004 - 2006
Skills
15+ years of B2B &..., Strategic Planning, Technology, B2B Marketing, Consulting, Strategic Financial..., Insurance, Software, IT Solutions, Sales Process, Solution Selling, Account Management, New Business Development, Managed Print Services, Selling, Direct Sales, Salesforce.com, Project Management, Business Intelligence, Leadership, B2B, CRM, Business Development, Sales Presentations, Strategic Partnerships, Finance, Strategy, Document Management, Business Planning, Team Building, Digital Printing, Key Account Management, Business Strategy, Customer Retention, Product Marketing, Print Management, Variable Data Printing, Management, Coaching, Team Leadership, Marketing Strategy, Enterprise Content..., Training, Cold Calling, SaaS, Sales Operations, Sales
Education
Northeastern University
Electrical and Electronics Engineering
Konica Minolta Business Solutions U.S.A., Inc. October 2011 - Present
Siding Direct LLC April 2007 - Present
USI Consulting Group 2004 - 2006
Skills
15+ years of B2B &..., Strategic Planning, Technology, B2B Marketing, Consulting, Strategic Financial..., Insurance, Software, IT Solutions, Sales Process, Solution Selling, Account Management, New Business Development, Managed Print Services, Selling, Direct Sales, Salesforce.com, Project Management, Business Intelligence, Leadership, B2B, CRM, Business Development, Sales Presentations, Strategic Partnerships, Finance, Strategy, Document Management, Business Planning, Team Building, Digital Printing, Key Account Management, Business Strategy, Customer Retention, Product Marketing, Print Management, Variable Data Printing, Management, Coaching, Team Leadership, Marketing Strategy, Enterprise Content..., Training, Cold Calling, SaaS, Sales Operations, Sales
Education
Northeastern University
Electrical and Electronics Engineering
Lara (Anderson) Luchetti Lara (Anderson) Luchetti's USI Consulting Group Experience October 2011 - August 2015
Job Assistant Director, Sales Execution at Prudential Retirement
Industry Financial Services
Experience
Prudential Financial August 2015 - Present
USI Consulting Group October 2011 - August 2015
MassMutual Financial Group April 2010 - October 2011
Morgan Stanley Smith Barney August 2008 - July 2009
Great-West Retirement Services December 2006 - August 2008
New York Life Investment Management September 2005 - December 2006
New York Life Investment Management June 2004 - September 2005
Groove Networks 2000 - 2002
Skills
Investments, Retirement, Investment Advisory, 401k, Mutual Funds, Retirement Planning, Securities, Series 6, Financial Advisory, Series 63, Series 7, Relationship Management, Series 65, Project Management
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
M.B.A.
Oberlin College 2000 — 2004
B.A.
Prudential Financial August 2015 - Present
USI Consulting Group October 2011 - August 2015
MassMutual Financial Group April 2010 - October 2011
Morgan Stanley Smith Barney August 2008 - July 2009
Great-West Retirement Services December 2006 - August 2008
New York Life Investment Management September 2005 - December 2006
New York Life Investment Management June 2004 - September 2005
Groove Networks 2000 - 2002
Skills
Investments, Retirement, Investment Advisory, 401k, Mutual Funds, Retirement Planning, Securities, Series 6, Financial Advisory, Series 63, Series 7, Relationship Management, Series 65, Project Management
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
M.B.A.
Oberlin College 2000 — 2004
B.A.
Thomas C. Santarelli, QKA, AIF Thomas C. Santarelli, QKA, AIF's USI Consulting Group Experience January 2010 - October 2011
Job Sr. Retirement Specialist at Brooks Brothers
Industry Human Resources
Experience
Brooks Brothers, People Services March 2012 - Present
USI Consulting Group January 2010 - October 2011
USI Consulting Group February 2006 - January 2010
Davinci Capital Management July 2005 - February 2006
Mass Mutual /Commonwealth Financial Group March 2003 - July 2005
American United Life October 1999 - March 2003
John Hancock Life Insurance Company (U.S.A.) June 1995 - October 1999
Skills
Retirement, 401k, Asset Allocation, Business Planning, ERISA, Employee Benefits, Financial Services, Insurance, Investment Advisory, Investments, Leadership, Management, Mutual Funds, Profit Sharing, Relationship Management, Retirement Planning, Series 7, Vendor Management
Education
Bethany College
History, Economics and Communications
Brewster Academy
Post Graduate
Marblehead High School
Brooks Brothers, People Services March 2012 - Present
USI Consulting Group January 2010 - October 2011
USI Consulting Group February 2006 - January 2010
Davinci Capital Management July 2005 - February 2006
Mass Mutual /Commonwealth Financial Group March 2003 - July 2005
American United Life October 1999 - March 2003
John Hancock Life Insurance Company (U.S.A.) June 1995 - October 1999
Skills
Retirement, 401k, Asset Allocation, Business Planning, ERISA, Employee Benefits, Financial Services, Insurance, Investment Advisory, Investments, Leadership, Management, Mutual Funds, Profit Sharing, Relationship Management, Retirement Planning, Series 7, Vendor Management
Education
Bethany College
History, Economics and Communications
Brewster Academy
Post Graduate
Marblehead High School
Aidan Kinney Aidan Kinney's USI Consulting Group Experience June 2009 - August 2009
Job Independent Performing Arts
Industry Fine Art
Experience
Tamiment Archive November 2010 - August 2011
USI Consulting Group June 2009 - August 2009
GameStop June 2009 - August 2009
BASE After School Care August 2006 - May 2007
Best Buy August 2005 - May 2006
Skills
Customer Service, Acting, Visual Merchandising, Management
Education
New York University 2007 — 2011
BFA, Drama
New York University
B.F.A, Drama
New England Bartending School
The Bromfield School
New York University's Tisch School of the Arts
BFA
Tamiment Archive November 2010 - August 2011
USI Consulting Group June 2009 - August 2009
GameStop June 2009 - August 2009
BASE After School Care August 2006 - May 2007
Best Buy August 2005 - May 2006
Skills
Customer Service, Acting, Visual Merchandising, Management
Education
New York University 2007 — 2011
BFA, Drama
New York University
B.F.A, Drama
New England Bartending School
The Bromfield School
New York University's Tisch School of the Arts
BFA
James Kinney James Kinney's USI Consulting Group Experience January 2003 - August 2009
Job Area Senior Vice President, Arthur J Gallagher & Co
Industry Financial Services
Experience
Arthur J. Gallagher & Co. August 2015 - Present
William Gallagher Associates April 2011 - August 2015
Frank Crystal & Company December 2009 - March 2011
USI Consulting Group January 2003 - August 2009
Mercer 1998 - 2002
Skills
Benefits, Insurance, 401k, Leadership, Employment Practices..., ERISA, Management, Health Insurance, Brokers, Captives, Workers Compensation, D&O, Strategic Planning, Underwriting, Life Insurance, Defined Benefit, Deferred Compensation, Retirement, Health Savings Accounts, Professional Liability, Reinsurance, COBRA, Directors & Officers..., Investments, Mergers & Acquisitions, Executive Pay, Investment Advisory, Venture Capital, Due Diligence, Pensions, Private Equity, Business Planning, Health Care Reform, Fiduciary, Long-term Care, Liability, Legal Liability, Liability Analysis, Insurance Brokerage, General Insurance, Financial Institutions, Litigation Management, Excess, Commercial Insurance, Plan Design, Compliance, Mergers, Executive Compensation, Disability Insurance, Employee Benefits
Education
Boston University School of Law 1983 — 1984
LLM, Law
Quinnipiac University School of Law 1980 — 1983
JD, Law
University at Buffalo 1978 — 1980
BA, Political Science
Arthur J. Gallagher & Co. August 2015 - Present
William Gallagher Associates April 2011 - August 2015
Frank Crystal & Company December 2009 - March 2011
USI Consulting Group January 2003 - August 2009
Mercer 1998 - 2002
Skills
Benefits, Insurance, 401k, Leadership, Employment Practices..., ERISA, Management, Health Insurance, Brokers, Captives, Workers Compensation, D&O, Strategic Planning, Underwriting, Life Insurance, Defined Benefit, Deferred Compensation, Retirement, Health Savings Accounts, Professional Liability, Reinsurance, COBRA, Directors & Officers..., Investments, Mergers & Acquisitions, Executive Pay, Investment Advisory, Venture Capital, Due Diligence, Pensions, Private Equity, Business Planning, Health Care Reform, Fiduciary, Long-term Care, Liability, Legal Liability, Liability Analysis, Insurance Brokerage, General Insurance, Financial Institutions, Litigation Management, Excess, Commercial Insurance, Plan Design, Compliance, Mergers, Executive Compensation, Disability Insurance, Employee Benefits
Education
Boston University School of Law 1983 — 1984
LLM, Law
Quinnipiac University School of Law 1980 — 1983
JD, Law
University at Buffalo 1978 — 1980
BA, Political Science
Larry Swider Larry Swider's USI Consulting Group Experience September 1999 - December 2002
Job Senior Consultant at Ciber
Industry Computer Software
Experience
Ciber April 2015 - Present
PricewaterhouseCoopers September 2014 - March 2015
Beacon Application Services May 2009 - June 2014
Drivestream April 2008 - December 2008
BearingPoint April 2006 - May 2008
CIBER October 2005 - April 2006
Rapidigm March 2003 - August 2005
USI Consulting Group September 1999 - December 2002
Skills
PeopleTools, Accounts Receivable, VAT, Financials, Data Conversion, Accounts Payable, PeopleSoft, Oracle, SQR, Business Process, ERP, SQL, PeopleCode, Business Process..., General Ledger, Oracle E-Business Suite, Project Management, Requirements Gathering, Oracle Applications, Human Resources, Crystal Reports, Business Analysis, Visio, Software Implementation, XML Publisher, Business Process..., Business Process Design, Consulting, Procure-to-Pay, Production Support, Data Warehousing, Business Intelligence, Integration, Requirements Analysis, SDLC, Systems Analysis
Education
University of Illinois at Chicago 1983 — 1984
MBA, Finance
Purdue University - Krannert School of Management 1971 — 1975
BS, Finance
Ciber April 2015 - Present
PricewaterhouseCoopers September 2014 - March 2015
Beacon Application Services May 2009 - June 2014
Drivestream April 2008 - December 2008
BearingPoint April 2006 - May 2008
CIBER October 2005 - April 2006
Rapidigm March 2003 - August 2005
USI Consulting Group September 1999 - December 2002
Skills
PeopleTools, Accounts Receivable, VAT, Financials, Data Conversion, Accounts Payable, PeopleSoft, Oracle, SQR, Business Process, ERP, SQL, PeopleCode, Business Process..., General Ledger, Oracle E-Business Suite, Project Management, Requirements Gathering, Oracle Applications, Human Resources, Crystal Reports, Business Analysis, Visio, Software Implementation, XML Publisher, Business Process..., Business Process Design, Consulting, Procure-to-Pay, Production Support, Data Warehousing, Business Intelligence, Integration, Requirements Analysis, SDLC, Systems Analysis
Education
University of Illinois at Chicago 1983 — 1984
MBA, Finance
Purdue University - Krannert School of Management 1971 — 1975
BS, Finance
Joe Grieco's USI Consulting Group Experience 2001 - 2002
Job Strategic Alliance Sales Manager
Industry Computer Software
Experience
Benefitfocus 2015 - Present
G & G Consulting 2012 - 2015
Aon Hewitt 2011 - 2012
Xerox 2009 - 2011
Fidelity Investments 2002 - 2008
USI Consulting Group 2001 - 2002
State Street 1997 - 2001
Fidelity Investments 1993 - 1996
Fidelity Investments 1990 - 1993
Aetna 1988 - 1990
Skills
CRM, Employee Benefits, Outsourcing, Strategy, Benefits Administration, Human Resources, Management, Program Management, HRIS, Defined Benefit, Risk Management, New Business Development, Business Development, Project Management, Program Implementation, Qualified Retirement..., Non-Qualified Deferred..., Relationship Management, Defined Contribution, Health & Welfare..., Pension Administration, Salesforce.com, 401k, Sales, Strategic Planning, HRO, Sales Management
Education
Bentley University 1983 — 1987
Bachelor of Science (B.S.), Business Management
Benefitfocus 2015 - Present
G & G Consulting 2012 - 2015
Aon Hewitt 2011 - 2012
Xerox 2009 - 2011
Fidelity Investments 2002 - 2008
USI Consulting Group 2001 - 2002
State Street 1997 - 2001
Fidelity Investments 1993 - 1996
Fidelity Investments 1990 - 1993
Aetna 1988 - 1990
Skills
CRM, Employee Benefits, Outsourcing, Strategy, Benefits Administration, Human Resources, Management, Program Management, HRIS, Defined Benefit, Risk Management, New Business Development, Business Development, Project Management, Program Implementation, Qualified Retirement..., Non-Qualified Deferred..., Relationship Management, Defined Contribution, Health & Welfare..., Pension Administration, Salesforce.com, 401k, Sales, Strategic Planning, HRO, Sales Management
Education
Bentley University 1983 — 1987
Bachelor of Science (B.S.), Business Management
Robert Koke's USI Consulting Group Experience July 2013 - Present
Job Actuarial Analyst at USI Consulting Group
Industry Insurance
Experience
USI Consulting Group July 2013 - Present
Turturro Pension Consulting November 2011 - June 2013
Skills
Society of Actuaries:..., Relius Software, Microsoft Office, Customer Service, Sales, Leadership, Account Management, Management, Insurance, Microsoft Word, Data Analysis, Microsoft Excel, Time Management, PowerPoint, Outlook, Analysis, Risk Management, Access, Actuarial Science
Education
Stony Brook University 2007 — 2010
B.S., Applied Mathematics and Statistics
USI Consulting Group July 2013 - Present
Turturro Pension Consulting November 2011 - June 2013
Skills
Society of Actuaries:..., Relius Software, Microsoft Office, Customer Service, Sales, Leadership, Account Management, Management, Insurance, Microsoft Word, Data Analysis, Microsoft Excel, Time Management, PowerPoint, Outlook, Analysis, Risk Management, Access, Actuarial Science
Education
Stony Brook University 2007 — 2010
B.S., Applied Mathematics and Statistics
Jill Andrews Jill Andrews's USI Consulting Group Experience July 1998 - June 2005
Job at
Industry Financial Services
Experience
Aon Hewitt May 2014 - Present
The Newport Group August 2013 - May 2014
MassMutual Financial Group January 2013 - June 2013
The Hartford November 2011 - December 2012
The Hartford March 2008 - November 2011
Merrill Lynch December 2007 - March 2008
EPIC Advisors, Inc. October 2005 - December 2007
USI Consulting Group July 1998 - June 2005
Skills
Wealth Management, Defined Benefit
Education
Catawba College 1994 — 1998
Bachelor of Arts (B.A.), Mathematics
Aon Hewitt May 2014 - Present
The Newport Group August 2013 - May 2014
MassMutual Financial Group January 2013 - June 2013
The Hartford November 2011 - December 2012
The Hartford March 2008 - November 2011
Merrill Lynch December 2007 - March 2008
EPIC Advisors, Inc. October 2005 - December 2007
USI Consulting Group July 1998 - June 2005
Skills
Wealth Management, Defined Benefit
Education
Catawba College 1994 — 1998
Bachelor of Arts (B.A.), Mathematics
M. Patrick O'Flaherty M. Patrick O'Flaherty's USI Consulting Group Experience 2015 - 2015
Job Pension Actuarial Analyst/Account Manager
Industry Insurance
Experience
USI Consulting Group 2015 - 2015
USI Consulting Group 2015 - 2015
The Standard May 2007 - November 2014
Atrium Staffing 2007 - 2007
Atrium Staffing 2007 - 2007
Chinasoft International July 2006 - December 2006
Skills
SDLC, Process Improvement, Data Analysis, Business Analysis, Project Management, Employee Benefits, Access, Price Setting, Business Strategy, Risk Management, Insurance Law, Visio, Requirements Gathering, Financial Analysis, Project Planning, Actuarial Science, Pensions, Analysis, Business Intelligence
Education
San Diego State University-California State University 2004 — 2006
BS, Applied Mathematics- Finance
USI Consulting Group 2015 - 2015
USI Consulting Group 2015 - 2015
The Standard May 2007 - November 2014
Atrium Staffing 2007 - 2007
Atrium Staffing 2007 - 2007
Chinasoft International July 2006 - December 2006
Skills
SDLC, Process Improvement, Data Analysis, Business Analysis, Project Management, Employee Benefits, Access, Price Setting, Business Strategy, Risk Management, Insurance Law, Visio, Requirements Gathering, Financial Analysis, Project Planning, Actuarial Science, Pensions, Analysis, Business Intelligence
Education
San Diego State University-California State University 2004 — 2006
BS, Applied Mathematics- Finance
Paul Cook, AIF® Paul Cook, AIF®'s USI Consulting Group Experience September 2009 - June 2011
Job Regional Director at Brinker Capital
Industry Financial Services
Experience
Brinker Capital June 2011 - Present
USI Consulting Group September 2009 - June 2011
The Standard February 2007 - June 2009
HighMark Funds October 2005 - February 2007
Valley Forge Asset Management November 1999 - October 2005
Skills
Defined Benefit, 401k, 403 b, 457 Plans, Retirement Planning, Mutual Funds, Investment Advisory, Wealth Management, Series 7, Asset Allocation, Retirement, Financial Services, Series 6, Employee Benefits, Securities, Investments, Pensions, Risk Management, Defined Contribution, Alternative Investments, Fixed Annuities
Education
Penn State University 1991 — 1995
Business
Brinker Capital June 2011 - Present
USI Consulting Group September 2009 - June 2011
The Standard February 2007 - June 2009
HighMark Funds October 2005 - February 2007
Valley Forge Asset Management November 1999 - October 2005
Skills
Defined Benefit, 401k, 403 b, 457 Plans, Retirement Planning, Mutual Funds, Investment Advisory, Wealth Management, Series 7, Asset Allocation, Retirement, Financial Services, Series 6, Employee Benefits, Securities, Investments, Pensions, Risk Management, Defined Contribution, Alternative Investments, Fixed Annuities
Education
Penn State University 1991 — 1995
Business
David Snedeker David Snedeker's USI Consulting Group Experience December 2013 - Present
Job Actuarial Analyst at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group December 2013 - Present
USI Consulting Group December 2013 - Present
Mohegan Sun Casino January 2001 - February 2011
T-Bowl Lanes January 1993 - January 2001
The Hartford January 1998 - January 1999
Skills
Microsoft Excel, Insurance, Actuarial Consulting, Customer Service, Excel, Hospitality, Outlook, Word, model empirical data
Education
Quinnipiac University 1995 — 1999
Bachelor's, Mathematics, Actuarial Concentration
USI Consulting Group December 2013 - Present
USI Consulting Group December 2013 - Present
Mohegan Sun Casino January 2001 - February 2011
T-Bowl Lanes January 1993 - January 2001
The Hartford January 1998 - January 1999
Skills
Microsoft Excel, Insurance, Actuarial Consulting, Customer Service, Excel, Hospitality, Outlook, Word, model empirical data
Education
Quinnipiac University 1995 — 1999
Bachelor's, Mathematics, Actuarial Concentration
Garrett Norof Garrett Norof's USI Consulting Group Experience 2009 - Present
Job Assistant Vice President & Actuary at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group 2009 - Present
Buck Consultants 1999 - 2008
Skills
Defined Benefit, Actuarial Science, Pensions, Pension Administration, ERISA, Retirement, Employee Benefits, 401k, Insurance, Fixed Annuities, Investments, Actuarial Consulting, Defined Contribution, Data Analysis, Retirement Planning, Actuaries, Retirement Plan..., Financial Analysis, Microsoft Excel, Business Planning, Economic Capital
Education
University at Buffalo 1995 — 1999
B.A., Mathematics
USI Consulting Group 2009 - Present
Buck Consultants 1999 - 2008
Skills
Defined Benefit, Actuarial Science, Pensions, Pension Administration, ERISA, Retirement, Employee Benefits, 401k, Insurance, Fixed Annuities, Investments, Actuarial Consulting, Defined Contribution, Data Analysis, Retirement Planning, Actuaries, Retirement Plan..., Financial Analysis, Microsoft Excel, Business Planning, Economic Capital
Education
University at Buffalo 1995 — 1999
B.A., Mathematics
Blane Curry, CIC,CRM,CAWC Blane Curry, CIC,CRM,CAWC's USI Consulting Group Experience May 2004 - December 2006
Job Managing Director at Risk Strategies Company
Industry Insurance
Experience
Risk Strategies Company November 2008 - Present
Countrywide Insurance Group December 2006 - November 2008
USI Consulting Group May 2004 - December 2006
Dodge, Warren Peters Insurance Services, Inc. April 1997 - May 2004
American Pacific Insurance Brokers, Inc. February 1989 - April 1997
Skills
Risk Mitigation, Risk Analysis, Risk, Risk Management, Insurance, Mergers & Acquisitions, Financial Risk, Employee Benefits, Strategic Planning, Risk Assessment, Claim, Workers Compensation, Management, Brokers, New Business Development, Employment Practices..., Leadership, Commercial Insurance, Strategy, Legal Liability, Underwriting, Account Management, Property & Casualty...
Education
Moorpark College
Risk Strategies Company November 2008 - Present
Countrywide Insurance Group December 2006 - November 2008
USI Consulting Group May 2004 - December 2006
Dodge, Warren Peters Insurance Services, Inc. April 1997 - May 2004
American Pacific Insurance Brokers, Inc. February 1989 - April 1997
Skills
Risk Mitigation, Risk Analysis, Risk, Risk Management, Insurance, Mergers & Acquisitions, Financial Risk, Employee Benefits, Strategic Planning, Risk Assessment, Claim, Workers Compensation, Management, Brokers, New Business Development, Employment Practices..., Leadership, Commercial Insurance, Strategy, Legal Liability, Underwriting, Account Management, Property & Casualty...
Education
Moorpark College
Becky Edmonds Becky Edmonds's USI Consulting Group Experience July 2014 - Present
Job Account Manager at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group July 2014 - Present
Great-West Financial August 2007 - July 2014
Great-West Financial August 2004 - August 2007
Great-West Financial November 2000 - August 2004
Skills
Employee Benefits, Relationship Management, Financial Services, Account Management, Mutual Funds, Investments, Retirement Planning, Retirement, Salesforce.com, 401k, New Business Development, Sales, Insurance, Pensions, 403 b, FINRA Series 6
Education
Regis University 2014 — 2016
Masters in Counseling, Counseling Psychology
University of Phoenix 2010 — 2013
Bachelors of Psychology, Psychology
USI Consulting Group July 2014 - Present
Great-West Financial August 2007 - July 2014
Great-West Financial August 2004 - August 2007
Great-West Financial November 2000 - August 2004
Skills
Employee Benefits, Relationship Management, Financial Services, Account Management, Mutual Funds, Investments, Retirement Planning, Retirement, Salesforce.com, 401k, New Business Development, Sales, Insurance, Pensions, 403 b, FINRA Series 6
Education
Regis University 2014 — 2016
Masters in Counseling, Counseling Psychology
University of Phoenix 2010 — 2013
Bachelors of Psychology, Psychology
Erica Donahue-Thrall's USI Consulting Group Experience October 1999 - October 2001
Job Copywriter
Industry Marketing and Advertising
Experience
TIAA-CREF May 2014 - Present
Cronin and Company January 2013 - June 2013
Aetna August 2007 - January 2013
ING March 2006 - July 2007
Aetna August 2004 - March 2006
CT Women's Education and Legal Fund (CWEALF) November 2001 - July 2004
USI Consulting Group October 1999 - October 2001
O'Neal & Prelle November 1997 - October 1999
Skills
Marketing Communications, Marketing Strategy, Internal Communications, Insurance, Email Marketing, Marketing, Newsletters, Direct Marketing, Employee Benefits, Social Media Marketing, Strategic Planning, Integrated Marketing, Media Relations, Marketing Management, Public Relations, Product Marketing, Copywriting, Creative Direction, B2B, Project Management, Strategy, Corporate Communications, Sales, Budgets, Direct Mail, Event Management, Leadership, Editing, Digital Marketing, Corporate Branding, Management, Brand Awareness
Education
Central Connecticut State University
Master of Science (M.S.), Marriage and Family Therapy/Counseling
Providence College 1994 — 1997
BA, English, American Studies
TIAA-CREF May 2014 - Present
Cronin and Company January 2013 - June 2013
Aetna August 2007 - January 2013
ING March 2006 - July 2007
Aetna August 2004 - March 2006
CT Women's Education and Legal Fund (CWEALF) November 2001 - July 2004
USI Consulting Group October 1999 - October 2001
O'Neal & Prelle November 1997 - October 1999
Skills
Marketing Communications, Marketing Strategy, Internal Communications, Insurance, Email Marketing, Marketing, Newsletters, Direct Marketing, Employee Benefits, Social Media Marketing, Strategic Planning, Integrated Marketing, Media Relations, Marketing Management, Public Relations, Product Marketing, Copywriting, Creative Direction, B2B, Project Management, Strategy, Corporate Communications, Sales, Budgets, Direct Mail, Event Management, Leadership, Editing, Digital Marketing, Corporate Branding, Management, Brand Awareness
Education
Central Connecticut State University
Master of Science (M.S.), Marriage and Family Therapy/Counseling
Providence College 1994 — 1997
BA, English, American Studies
Stephanie C. Slappendel-Modean Stephanie C. Slappendel-Modean's USI Consulting Group Experience August 2013 - Present
Job Retirement Education Specialist at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group August 2013 - Present
Dress for Success Harford February 2013 - Present
Dress for Success Hartford March 2011 - May 2012
Ceres June 2011 - August 2011
UNAKRT October 2010 - February 2011
Massachusetts Senate & House January 2010 - May 2010
Sdu Uitgevers January 2007 - September 2009
De Vries Juristen BV January 2005 - June 2009
Internationaal Meldpunt Afvalstoffen June 2004 - January 2005
Skills
Project Management, Communication Skills, Client Relations, Defined Contribution, Finance, EU Law, International Law, Dutch Law, Government, Legal Issues, Analysis, Policy, Due Diligence
Education
Boston University School of Law 2009 — 2010
Master's Degree in American Law, American Law
Universiteit Leiden 1999 — 2004
Master's Degree in Dutch Law, EU and International Law
USI Consulting Group August 2013 - Present
Dress for Success Harford February 2013 - Present
Dress for Success Hartford March 2011 - May 2012
Ceres June 2011 - August 2011
UNAKRT October 2010 - February 2011
Massachusetts Senate & House January 2010 - May 2010
Sdu Uitgevers January 2007 - September 2009
De Vries Juristen BV January 2005 - June 2009
Internationaal Meldpunt Afvalstoffen June 2004 - January 2005
Skills
Project Management, Communication Skills, Client Relations, Defined Contribution, Finance, EU Law, International Law, Dutch Law, Government, Legal Issues, Analysis, Policy, Due Diligence
Education
Boston University School of Law 2009 — 2010
Master's Degree in American Law, American Law
Universiteit Leiden 1999 — 2004
Master's Degree in Dutch Law, EU and International Law
Jennifer Cerrito's USI Consulting Group Experience May 2015 - Present
Job Benefits Administration Outsourcing
Industry Insurance
Experience
USI Consulting Group May 2015 - Present
The Health Consultants Group, LLC. April 2010 - April 2015
The Health Consultants Group, LLC April 2010 - April 2015
Ovation Benefits Group September 2008 - November 2009
Mercer November 2007 - September 2008
The HealthConsultants Group, LLC July 2002 - October 2007
Anthem BCBS March 2001 - October 2001
Anthem BCBS March 1997 - March 2001
Anthem Blue Cross and Blue Shield 1996 - 2000
Anthem BCBS October 1996 - March 1997
Skills
Employee Benefits, Worksite Wellness, Health Insurance, Product Training, Insurance, Health Savings Accounts, Disability Insurance, Employee Wellness, Recruiting, Workers Compensation, Healthcare, Training, New Business Development, Open Enrollment, Flexible Spending..., Sales, Talent Acquisition, Management, Leadership, Account Management, Brokers, Employee Training, Municipalities, Strategy, Employee Wellness..., Strategic Planning
Education
Albertus Magnus College
Branford Hall Career Institute
Certificate
Central Connecticut State University
USI Consulting Group May 2015 - Present
The Health Consultants Group, LLC. April 2010 - April 2015
The Health Consultants Group, LLC April 2010 - April 2015
Ovation Benefits Group September 2008 - November 2009
Mercer November 2007 - September 2008
The HealthConsultants Group, LLC July 2002 - October 2007
Anthem BCBS March 2001 - October 2001
Anthem BCBS March 1997 - March 2001
Anthem Blue Cross and Blue Shield 1996 - 2000
Anthem BCBS October 1996 - March 1997
Skills
Employee Benefits, Worksite Wellness, Health Insurance, Product Training, Insurance, Health Savings Accounts, Disability Insurance, Employee Wellness, Recruiting, Workers Compensation, Healthcare, Training, New Business Development, Open Enrollment, Flexible Spending..., Sales, Talent Acquisition, Management, Leadership, Account Management, Brokers, Employee Training, Municipalities, Strategy, Employee Wellness..., Strategic Planning
Education
Albertus Magnus College
Branford Hall Career Institute
Certificate
Central Connecticut State University
Brian C. Gartland's USI Consulting Group Experience 1998 - 1999
Job Experienced Benefits Professional seeking next challenge
Industry Human Resources
Experience
Hitachi America, Ltd December 2008 - September 2014
The McGinnis Group July 2008 - August 2014
Prudential Financial October 2003 - May 2008
Hewitt Associates August 1999 - October 2003
USI Consulting Group 1998 - 1999
Oxford Health Plans 1997 - 1998
Skills
Employee Benefits, Analysis, Defined Benefit, Benefits Administration, 401k, Deferred Compensation, Vendor Management, ERISA, Leadership, Financial Services, Process Improvement, Plan Design, Strategy
Education
Arizona State University 1994 — 1997
Bachelor of Science, Economics
Western Connecticut State University 1992 — 1994
N/A, Economics
Hitachi America, Ltd December 2008 - September 2014
The McGinnis Group July 2008 - August 2014
Prudential Financial October 2003 - May 2008
Hewitt Associates August 1999 - October 2003
USI Consulting Group 1998 - 1999
Oxford Health Plans 1997 - 1998
Skills
Employee Benefits, Analysis, Defined Benefit, Benefits Administration, 401k, Deferred Compensation, Vendor Management, ERISA, Leadership, Financial Services, Process Improvement, Plan Design, Strategy
Education
Arizona State University 1994 — 1997
Bachelor of Science, Economics
Western Connecticut State University 1992 — 1994
N/A, Economics
Jeffrey H Snyder's USI Consulting Group Experience April 2011 - October 2012
Job Experienced Defined Contribution Fiduciary and Risk Management Consultant
Industry Financial Services
Experience
Cammack Retirement Group November 2012 - Present
The Morning Pulse, LLC. October 2012 - Present
USI Consulting Group April 2011 - October 2012
Segal Advisors, Inc. February 2008 - May 2011
Sungard EBS Consulting & Professional Services, Inc 2006 - 2008
T. Rowe Price Retirement Plan Services, Inc 1999 - 2006
Pollard & Associates, Inc 1997 - 1999
Skills
Defined Benefit, Pensions, Employee Benefits, 401k, Business Planning, Retirement, Retirement Planning, Investments, Plan Design, Financial Services, Defined Contribution, Investment Management, Strategy, Mutual Funds, Marketing, Contract Negotiation, Public Speaking, Transition Management, Alternative Investments, Stable Value Funds, Target Date Funds, Consulting, Management, Series 63, Asset Management, Leadership, Insurance, Asset Allocation, Disability Insurance, Series 7
Education
University of Baltimore 1998 — 2000
Masters of Business Administration, Finance
Hofstra University 1990 — 1995
Bachelors of Business Administration, Business Computer Information Systems
Friends School of Baltimore 1987 — 1990
Cammack Retirement Group November 2012 - Present
The Morning Pulse, LLC. October 2012 - Present
USI Consulting Group April 2011 - October 2012
Segal Advisors, Inc. February 2008 - May 2011
Sungard EBS Consulting & Professional Services, Inc 2006 - 2008
T. Rowe Price Retirement Plan Services, Inc 1999 - 2006
Pollard & Associates, Inc 1997 - 1999
Skills
Defined Benefit, Pensions, Employee Benefits, 401k, Business Planning, Retirement, Retirement Planning, Investments, Plan Design, Financial Services, Defined Contribution, Investment Management, Strategy, Mutual Funds, Marketing, Contract Negotiation, Public Speaking, Transition Management, Alternative Investments, Stable Value Funds, Target Date Funds, Consulting, Management, Series 63, Asset Management, Leadership, Insurance, Asset Allocation, Disability Insurance, Series 7
Education
University of Baltimore 1998 — 2000
Masters of Business Administration, Finance
Hofstra University 1990 — 1995
Bachelors of Business Administration, Business Computer Information Systems
Friends School of Baltimore 1987 — 1990
Travis Kasinger Travis Kasinger's USI Consulting Group Experience January 2013 - May 2013
Job Data Analyst at Yodle
Industry Information Technology and Services
Experience
Yodle October 2014 - Present
Health Directions March 2014 - October 2014
Living Direct May 2013 - March 2014
USI Consulting Group January 2013 - May 2013
Northwestern Mutual May 2012 - January 2013
Office of Representative Lloyd Doggett December 2011 - May 2012
RuffaloCODY January 2010 - May 2010
Skills
Data Analysis, E-commerce, SQL, Business Analysis, Business Intelligence, R, PostgreSQL, Tableau, Google Analytics, Python, SAS, Statistical Modeling, Financial Reporting, Minitab, Stata, Econometrics, Hyperion Interactive..., Analysis, Omniture, Statistical Programming, Microsoft Dynamics, Data Mining, Database Marketing, MySQL
Education
The University of Texas at Austin 2009 — 2013
Economics, Mathematics (minor)
Rockwall High School 2005 — 2009
Yodle October 2014 - Present
Health Directions March 2014 - October 2014
Living Direct May 2013 - March 2014
USI Consulting Group January 2013 - May 2013
Northwestern Mutual May 2012 - January 2013
Office of Representative Lloyd Doggett December 2011 - May 2012
RuffaloCODY January 2010 - May 2010
Skills
Data Analysis, E-commerce, SQL, Business Analysis, Business Intelligence, R, PostgreSQL, Tableau, Google Analytics, Python, SAS, Statistical Modeling, Financial Reporting, Minitab, Stata, Econometrics, Hyperion Interactive..., Analysis, Omniture, Statistical Programming, Microsoft Dynamics, Data Mining, Database Marketing, MySQL
Education
The University of Texas at Austin 2009 — 2013
Economics, Mathematics (minor)
Rockwall High School 2005 — 2009
William Whedon William Whedon's USI Consulting Group Experience June 2013 - August 2013
Job Financial Planning Intern at United Bank
Industry Banking
Experience
Duke Mathematics January 2014 - Present
Duke Intramurals September 2013 - Present
United Bank May 2015 - August 2015
USI Consulting Group June 2013 - August 2013
Whedon Products, Inc June 2012 - September 2012
Skills
Microsoft Excel, Spanish, Microsoft Office, Mathematics, Statistics, Calculus, Research, Regression Analysis, Logistic Regression, Probability, JMP, Budget Analysis, Python, R
Education
Duke University 2013 — 2017
Bachelor’s Degree, Statistics
Bolton High School 2009 — 2013
High School
Duke Mathematics January 2014 - Present
Duke Intramurals September 2013 - Present
United Bank May 2015 - August 2015
USI Consulting Group June 2013 - August 2013
Whedon Products, Inc June 2012 - September 2012
Skills
Microsoft Excel, Spanish, Microsoft Office, Mathematics, Statistics, Calculus, Research, Regression Analysis, Logistic Regression, Probability, JMP, Budget Analysis, Python, R
Education
Duke University 2013 — 2017
Bachelor’s Degree, Statistics
Bolton High School 2009 — 2013
High School
Karen Senn Karen Senn's USI Consulting Group Experience 1998 - 2007
Job President, SENNsible Communications LLC
Industry Writing and Editing
Experience
SENNsible Communications LLC July 2008 - Present
Heartbeat Dixieland Jazz Band 2012 - Present
USI Consulting Group 1998 - 2007
USI Insurance Services 1998 - 2007
Mercer Human Resource Consulting 1990 - 1997
Skills
Newsletters, Brochures, Web Content, Posters, Flyers, Postcards, Internal Communications, Employee Benefits, Healthcare, Benefits, Retirement, Corporate Communications, Marketing Communications, Event Planning, Writing, Editing, PowerPoint, Copywriting, Graphic Design, Social Media, Management, Fundraising, Marketing, 401k, Social Networking, Strategic Communications, Press Releases, Media Relations, Benefits Administration, Public Relations, Corporate Branding, Email Marketing
Education
Newbury College 1990 — 1993
Associates, Business Management
SENNsible Communications LLC July 2008 - Present
Heartbeat Dixieland Jazz Band 2012 - Present
USI Consulting Group 1998 - 2007
USI Insurance Services 1998 - 2007
Mercer Human Resource Consulting 1990 - 1997
Skills
Newsletters, Brochures, Web Content, Posters, Flyers, Postcards, Internal Communications, Employee Benefits, Healthcare, Benefits, Retirement, Corporate Communications, Marketing Communications, Event Planning, Writing, Editing, PowerPoint, Copywriting, Graphic Design, Social Media, Management, Fundraising, Marketing, 401k, Social Networking, Strategic Communications, Press Releases, Media Relations, Benefits Administration, Public Relations, Corporate Branding, Email Marketing
Education
Newbury College 1990 — 1993
Associates, Business Management
Alastair-Ryuki Anderson Alastair-Ryuki Anderson's USI Consulting Group Experience 2010 - 2011
Job Statistical Analyst
Industry Financial Services
Experience
Bruegger's Bagels November 2011 - August 2014
Maid Men Cleaning December 2011 - December 2013
USI Consulting Group 2010 - 2011
Shizuoka Smile English School June 2010 - September 2010
Kanda Institute of Foreign Languages March 2010 - June 2010
University of Minnesota September 2008 - January 2010
Education
IES Japan Study Abroad; Spring 2010 2010 — 2010
Japanese Language and Literature
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Science (B.S.), Mathematics and Statistics, 3.56/4.00
Anoka Ramsey Community College 2004 — 2006
Associate of Arts (A.A.), General Studies
Bruegger's Bagels November 2011 - August 2014
Maid Men Cleaning December 2011 - December 2013
USI Consulting Group 2010 - 2011
Shizuoka Smile English School June 2010 - September 2010
Kanda Institute of Foreign Languages March 2010 - June 2010
University of Minnesota September 2008 - January 2010
Education
IES Japan Study Abroad; Spring 2010 2010 — 2010
Japanese Language and Literature
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Science (B.S.), Mathematics and Statistics, 3.56/4.00
Anoka Ramsey Community College 2004 — 2006
Associate of Arts (A.A.), General Studies
Alessandra D'Attilo, SHRM-CP, CIR, PRC's USI Consulting Group Experience April 2014 - July 2015
Job Certified Human Resources Professional
Industry Human Resources
Experience
Charter Communications September 2015 - Present
USI Consulting Group April 2014 - July 2015
Emerson Reid April 2014 - July 2015
Indeed.com May 2012 - April 2014
Indeed.com May 2011 - May 2012
Skills
Research, Recruiting, Client Service Oriented, Articulate Communicator, Organizational..., Strong database..., Self-motivated..., Highly detail oriented, Independent contributor..., Applicant Tracking..., Sourcing, Result Oriented, Leadership, Interviews, Management, Time Management, Training, Talent Management, Client Services, Talent Acquisition, Temporary Placement, Human Resources
Education
Pace University
Certificate in Professional Human Resources Management
Pace University
Human Resources Generalist Certificate
Western New England University 2008 — 2012
Bachelor of Arts, Psychology, 4.0 overall & major GPA
Brien McMahon High School 2007 — 2008
High School Diploma, 4.24 GPA, Graduated 4th out of 400 students
Charter Communications September 2015 - Present
USI Consulting Group April 2014 - July 2015
Emerson Reid April 2014 - July 2015
Indeed.com May 2012 - April 2014
Indeed.com May 2011 - May 2012
Skills
Research, Recruiting, Client Service Oriented, Articulate Communicator, Organizational..., Strong database..., Self-motivated..., Highly detail oriented, Independent contributor..., Applicant Tracking..., Sourcing, Result Oriented, Leadership, Interviews, Management, Time Management, Training, Talent Management, Client Services, Talent Acquisition, Temporary Placement, Human Resources
Education
Pace University
Certificate in Professional Human Resources Management
Pace University
Human Resources Generalist Certificate
Western New England University 2008 — 2012
Bachelor of Arts, Psychology, 4.0 overall & major GPA
Brien McMahon High School 2007 — 2008
High School Diploma, 4.24 GPA, Graduated 4th out of 400 students
Lauren Gobell Glasheen Lauren Gobell Glasheen's USI Consulting Group Experience March 2010 - July 2010
Job Sixth Grade English Teacher at Westport Public Schools
Industry Public Relations and Communications
Experience
Westport Public Schools August 2015 - Present
Danbury Public Schools July 2014 - July 2015
BeyondCore October 2013 - February 2014
Avon Public Schools January 2012 - July 2013
Jessella Public Relations February 2010 - July 2012
East Granby Public Schools January 2011 - December 2011
Avon Public Schools August 2010 - December 2010
USI Consulting Group March 2010 - July 2010
Time Warner Inc. October 2009 - January 2010
Taylor University August 2008 - May 2009
Skills
Marketing, Public Relations, Event Planning, Educational Program..., Social Media Marketing, Education, Teaching, Nonprofits, Writing, Microsoft Office, Community Outreach
Education
University of New Haven 2011 — 2012
Master of Science (MS), Education
Taylor University 2005 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies, Public Relations
Avon High School
Westport Public Schools August 2015 - Present
Danbury Public Schools July 2014 - July 2015
BeyondCore October 2013 - February 2014
Avon Public Schools January 2012 - July 2013
Jessella Public Relations February 2010 - July 2012
East Granby Public Schools January 2011 - December 2011
Avon Public Schools August 2010 - December 2010
USI Consulting Group March 2010 - July 2010
Time Warner Inc. October 2009 - January 2010
Taylor University August 2008 - May 2009
Skills
Marketing, Public Relations, Event Planning, Educational Program..., Social Media Marketing, Education, Teaching, Nonprofits, Writing, Microsoft Office, Community Outreach
Education
University of New Haven 2011 — 2012
Master of Science (MS), Education
Taylor University 2005 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies, Public Relations
Avon High School
Liz Diaz, PHR, SHRM-CP's USI Consulting Group Experience 2003 - 2004
Job HR Professional Specialist at South Florida Water Management District
Industry Human Resources
Experience
South Florida Water Management District July 2012 - Present
Deaf Service Center of Palm Beach County, Inc. March 2011 - December 2013
AlphaStaff May 2011 - January 2012
Employers Insurance Group October 2008 - October 2009
AmCOMP May 2006 - October 2008
QEP 2004 - 2006
USI Consulting Group 2003 - 2004
Aflac 2003 - 2003
CUNDY, Inc. 2001 - 2003
The Breakers 1988 - 2001
Skills
Employee Relations, Change Management, Team Building, Mentoring, Problem Solving, Vendor Relations, Employment Law..., Talent Acquisition, HR Policies, Compliance, Workers Compensation, Employee Benefits, Coaching, HR Consulting, Benefits, Benefits Administration, HR Strategy, Leadership Development, Performance Management, Personnel Management, Recruiting, FMLA, Leadership, Temporary Placement, Strategic Planning, Management, Onboarding, Organizational..., Strategy, Training, Human Resources, Deferred Compensation, Employee Training, HRIS, Employment Law, Conflict Resolution, New Hire Orientations, Interviews, Applicant Tracking..., College Recruiting, Screening, Employee Handbooks, Employee Engagement, Labor Relations, Payroll, Job Descriptions, Hiring, SPHR, Career Development, Compensation & Benefit
Education
Eastern Michigan University
BBA, Human Resources
Penn State University
Certificate in Leadership Development
University of Florida
BA, Sociology
South Florida Water Management District July 2012 - Present
Deaf Service Center of Palm Beach County, Inc. March 2011 - December 2013
AlphaStaff May 2011 - January 2012
Employers Insurance Group October 2008 - October 2009
AmCOMP May 2006 - October 2008
QEP 2004 - 2006
USI Consulting Group 2003 - 2004
Aflac 2003 - 2003
CUNDY, Inc. 2001 - 2003
The Breakers 1988 - 2001
Skills
Employee Relations, Change Management, Team Building, Mentoring, Problem Solving, Vendor Relations, Employment Law..., Talent Acquisition, HR Policies, Compliance, Workers Compensation, Employee Benefits, Coaching, HR Consulting, Benefits, Benefits Administration, HR Strategy, Leadership Development, Performance Management, Personnel Management, Recruiting, FMLA, Leadership, Temporary Placement, Strategic Planning, Management, Onboarding, Organizational..., Strategy, Training, Human Resources, Deferred Compensation, Employee Training, HRIS, Employment Law, Conflict Resolution, New Hire Orientations, Interviews, Applicant Tracking..., College Recruiting, Screening, Employee Handbooks, Employee Engagement, Labor Relations, Payroll, Job Descriptions, Hiring, SPHR, Career Development, Compensation & Benefit
Education
Eastern Michigan University
BBA, Human Resources
Penn State University
Certificate in Leadership Development
University of Florida
BA, Sociology
Lisa Preiss's USI Consulting Group Experience January 2002 - November 2008
Job Regional Sales Manager, East Tennessee at Community Health Alliance
Industry Insurance
Experience
Community Health Alliance July 2015 - Present
Community Health Alliance January 2013 - June 2015
Benefit Consulting Services 2009 - 2012
USI Consulting Group January 2002 - November 2008
CowParade Holdings Inc. 2001 - 2001
Arthritis Foundation August 1997 - December 2000
Skills
Employee Benefits, New Business Development, Marketing, Fundraising, Insurance, 401k, Health Insurance, Defined Benefit, Retirement, Deferred Compensation, Benefits Administration, Investment Advisory, Strategic Planning, Strategic Communications, Nonprofits, Leadership, Customer Service, Team Building, Management
Education
Indiana University Bloomington
BS
New York School of Visual Arts
Community Health Alliance July 2015 - Present
Community Health Alliance January 2013 - June 2015
Benefit Consulting Services 2009 - 2012
USI Consulting Group January 2002 - November 2008
CowParade Holdings Inc. 2001 - 2001
Arthritis Foundation August 1997 - December 2000
Skills
Employee Benefits, New Business Development, Marketing, Fundraising, Insurance, 401k, Health Insurance, Defined Benefit, Retirement, Deferred Compensation, Benefits Administration, Investment Advisory, Strategic Planning, Strategic Communications, Nonprofits, Leadership, Customer Service, Team Building, Management
Education
Indiana University Bloomington
BS
New York School of Visual Arts
James T. Samuel's USI Consulting Group Experience November 2008 - July 2009
Job Financial Services Professional
Industry Financial Services
Experience
Summit Financial August 2015 - Present
UPS July 2015 - August 2015
Prudential Financial June 2012 - February 2015
Prudential Financial April 2012 - June 2012
Liberty Tax Service January 2012 - April 2012
Champion Child Care August 2010 - April 2012
USI Consulting Group November 2008 - July 2009
Babson Capital Management November 2007 - February 2008
Hooker & Holcombe, Inc. April 2007 - July 2007
Derby and Company, Inc. July 2003 - April 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Spreadsheets, Lotus Notes, Access, Valuation, Pensions, Employee Benefits, Retirement, Investments, Analysis, Financial Analysis, Data Analysis, Insurance, Microsoft Office, Mutual Funds, Strategic Planning, Actuarial Science, Accounting, Defined Benefit, Risk Management, Training, Financial Services, Fixed Annuities, 401k
Education
Bentley University 1994 — 1999
B.S., Mathematics
Lynnfield High School 1992 — 1994
Diploma, General Education
Summit Financial August 2015 - Present
UPS July 2015 - August 2015
Prudential Financial June 2012 - February 2015
Prudential Financial April 2012 - June 2012
Liberty Tax Service January 2012 - April 2012
Champion Child Care August 2010 - April 2012
USI Consulting Group November 2008 - July 2009
Babson Capital Management November 2007 - February 2008
Hooker & Holcombe, Inc. April 2007 - July 2007
Derby and Company, Inc. July 2003 - April 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Spreadsheets, Lotus Notes, Access, Valuation, Pensions, Employee Benefits, Retirement, Investments, Analysis, Financial Analysis, Data Analysis, Insurance, Microsoft Office, Mutual Funds, Strategic Planning, Actuarial Science, Accounting, Defined Benefit, Risk Management, Training, Financial Services, Fixed Annuities, 401k
Education
Bentley University 1994 — 1999
B.S., Mathematics
Lynnfield High School 1992 — 1994
Diploma, General Education
Tony Genova Tony Genova's USI Consulting Group Experience October 2006 - September 2007
Job Sr. Actuarial Consultant at Hartford Life
Industry Financial Services
Experience
The Hartford November 2010 - Present
The Hartford September 2007 - October 2010
USI Consulting Group October 2006 - September 2007
USI Consulting Group March 2005 - October 2006
Allied Home Mortgage April 2004 - March 2005
USI Consulting Group April 2001 - April 2004
USI Consulting Group September 1998 - April 2001
Polaris Financial October 1996 - February 1998
Skills
Pensions, Financial Analysis, 401k, Employee Benefits, Investments, Financial Services, Actuarial Science, Retirement, Life Insurance, Retirement Planning, Financial Modeling, Fixed Annuities, Insurance, Reinsurance, Leadership
Education
Central Connecticut State University
BS, Finance
The Hartford November 2010 - Present
The Hartford September 2007 - October 2010
USI Consulting Group October 2006 - September 2007
USI Consulting Group March 2005 - October 2006
Allied Home Mortgage April 2004 - March 2005
USI Consulting Group April 2001 - April 2004
USI Consulting Group September 1998 - April 2001
Polaris Financial October 1996 - February 1998
Skills
Pensions, Financial Analysis, 401k, Employee Benefits, Investments, Financial Services, Actuarial Science, Retirement, Life Insurance, Retirement Planning, Financial Modeling, Fixed Annuities, Insurance, Reinsurance, Leadership
Education
Central Connecticut State University
BS, Finance
Dianne Kegler Dianne Kegler's USI Consulting Group Experience March 2000 - May 2003
Job Quality Control Manager at Transit Management of Charlotte
Industry Transportation/Trucking/Railroad
Experience
Transit Management of Charlotte August 2005 - Present
USI Consulting Group March 2000 - May 2003
Education
DPT Business School
Business Administration and Management, General
Temple University
Associate's degree, Accounting
Transit Management of Charlotte August 2005 - Present
USI Consulting Group March 2000 - May 2003
Education
DPT Business School
Business Administration and Management, General
Temple University
Associate's degree, Accounting
Erica Swett Erica Swett's USI Consulting Group Experience January 2011 - October 2012
Job Central Market DC Consulting Leader & Principal, Mercer
Industry Financial Services
Experience
SouthWest Benefits Association May 2014 - Present
Mercer January 2013 - Present
USI Consulting Group January 2011 - October 2012
Prudential Financial April 2005 - November 2010
Prudential Financial June 2002 - November 2010
Prudential Financial July 2004 - March 2005
Prudential Financial June 2002 - July 2004
CIGNA Healthcare August 2000 - June 2002
John Hancock Life Insurance Company (U.S.A.) January 2000 - May 2000
Global Forest Partners LP (Formerly UBS) May 1997 - June 1999
Skills
401k, Retirement, Defined Benefit, Series 63, Series 6, Defined Contribution, ERISA, Retirement Planning, Employee Benefits, Pensions, Investments, Fixed Annuities, Retirement Plan..., Non-Qualified Deferred..., Qualified Retirement..., Executive Pay, Series 7, Financial Advisory, Relationship Management, Investment Strategies, Investment Advisory, Mutual Funds, Series 65, Strategy, Asset Management, Asset Allocation
Education
Suffolk University - Sawyer Business School 1999 — 2000
Master of Business Administration, Management
Franklin Pierce University 1998 — 1999
Bachelor of Science, Management
Katharine Gibbs School 1995 — 1997
Associate Degree, Business Technology
Mascoma Valley Regional High School 1991 — 1995
Indian River School 1987 — 1991
Canaan Elementary School 1982 — 1987
SouthWest Benefits Association May 2014 - Present
Mercer January 2013 - Present
USI Consulting Group January 2011 - October 2012
Prudential Financial April 2005 - November 2010
Prudential Financial June 2002 - November 2010
Prudential Financial July 2004 - March 2005
Prudential Financial June 2002 - July 2004
CIGNA Healthcare August 2000 - June 2002
John Hancock Life Insurance Company (U.S.A.) January 2000 - May 2000
Global Forest Partners LP (Formerly UBS) May 1997 - June 1999
Skills
401k, Retirement, Defined Benefit, Series 63, Series 6, Defined Contribution, ERISA, Retirement Planning, Employee Benefits, Pensions, Investments, Fixed Annuities, Retirement Plan..., Non-Qualified Deferred..., Qualified Retirement..., Executive Pay, Series 7, Financial Advisory, Relationship Management, Investment Strategies, Investment Advisory, Mutual Funds, Series 65, Strategy, Asset Management, Asset Allocation
Education
Suffolk University - Sawyer Business School 1999 — 2000
Master of Business Administration, Management
Franklin Pierce University 1998 — 1999
Bachelor of Science, Management
Katharine Gibbs School 1995 — 1997
Associate Degree, Business Technology
Mascoma Valley Regional High School 1991 — 1995
Indian River School 1987 — 1991
Canaan Elementary School 1982 — 1987
Gary Wuerth Gary Wuerth's USI Consulting Group Experience March 2007 - March 2008
Job Manager, Retail Audit Data Delivery
Industry Information Technology and Services
Experience
Connolly iHealth Technologies July 2015 - Present
SS&C Tecnologies/BenefitsXML March 2009 - July 2015
OptumInsight March 2008 - March 2009
USI Consulting Group March 2007 - March 2008
Evolution Benefits March 2005 - March 2007
The Yankee Candle Company January 2002 - March 2005
Hansco Information Technologies/Given-Hansco January 1998 - January 2002
Skills
SQL, Microsoft SQL Server, Business Analysis, Agile Methodologies, Process Improvement, Software Development, SDLC, Software Project..., Project Management, Requirements Analysis, Enterprise Software, Product Management, SaaS, CRM, Business Intelligence, ETL, ETL Tools, EDI, XML, XML Schema, Data Integrations, Data Exchange, Team Mentoring
Education
Holyoke Community College
Certificate, Microcomputer Information Technology, Information Technology
Westfield State College
Economics/Finance course work, Economics/Finance
Connolly iHealth Technologies July 2015 - Present
SS&C Tecnologies/BenefitsXML March 2009 - July 2015
OptumInsight March 2008 - March 2009
USI Consulting Group March 2007 - March 2008
Evolution Benefits March 2005 - March 2007
The Yankee Candle Company January 2002 - March 2005
Hansco Information Technologies/Given-Hansco January 1998 - January 2002
Skills
SQL, Microsoft SQL Server, Business Analysis, Agile Methodologies, Process Improvement, Software Development, SDLC, Software Project..., Project Management, Requirements Analysis, Enterprise Software, Product Management, SaaS, CRM, Business Intelligence, ETL, ETL Tools, EDI, XML, XML Schema, Data Integrations, Data Exchange, Team Mentoring
Education
Holyoke Community College
Certificate, Microcomputer Information Technology, Information Technology
Westfield State College
Economics/Finance course work, Economics/Finance
Alan Hadad, Jr. Alan Hadad, Jr.'s USI Consulting Group Experience November 1998 - March 2000
Job AVP, Investment Consultant, Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2014 - Present
Bank of America March 2012 - June 2014
Merrill Edge January 2010 - March 2012
Edward Jones January 2009 - September 2009
Hurd Automall August 2008 - November 2008
Sullivan's Automotive Dealerships April 2005 - August 2008
William Raveis Real Estate July 2003 - February 2005
9 West March 2001 - June 2003
ConnectiCare March 2000 - November 2000
USI Consulting Group November 1998 - March 2000
Skills
Investments, Trading, Financial Planning, Series 7, Series 66, Sales, Strategic Financial..., Uniform Combined State..., Retirement Planning, Mutual Funds, Fixed Income, Financial Services, Finance, Equities, Bonds, Banking, Retirement, Insurance
Education
BC High
Bryant University
Bachelor of Science (B.S.), Finance, General
University of Hartford
Master of Business Administration (MBA), Finance, General
Merrill Edge July 2014 - Present
Bank of America March 2012 - June 2014
Merrill Edge January 2010 - March 2012
Edward Jones January 2009 - September 2009
Hurd Automall August 2008 - November 2008
Sullivan's Automotive Dealerships April 2005 - August 2008
William Raveis Real Estate July 2003 - February 2005
9 West March 2001 - June 2003
ConnectiCare March 2000 - November 2000
USI Consulting Group November 1998 - March 2000
Skills
Investments, Trading, Financial Planning, Series 7, Series 66, Sales, Strategic Financial..., Uniform Combined State..., Retirement Planning, Mutual Funds, Fixed Income, Financial Services, Finance, Equities, Bonds, Banking, Retirement, Insurance
Education
BC High
Bryant University
Bachelor of Science (B.S.), Finance, General
University of Hartford
Master of Business Administration (MBA), Finance, General
Christopher Giroux's USI Consulting Group Experience August 2009 - December 2009
Job Credit Analyst at Waypoint Leasing
Industry Financial Services
Experience
Waypoint Leasing (Ireland) Limited July 2015 - Present
GE Capital May 2013 - July 2015
GE Capital September 2010 - May 2013
Barnum Financial Group December 2009 - October 2010
USI Consulting Group August 2009 - December 2009
Cruice Financial Organization May 2008 - May 2009
Skills
Collateral Analysis, Asset Based Lending, Commercial Finance, Portfolio Management, Analysis, Financial Analysis, Investments, Risk Management, Commercial Lending
Education
Fairfield University 2005 — 2009
Bachelor of Science, Finance
Florence University of the Arts 2008 — 2008
Waypoint Leasing (Ireland) Limited July 2015 - Present
GE Capital May 2013 - July 2015
GE Capital September 2010 - May 2013
Barnum Financial Group December 2009 - October 2010
USI Consulting Group August 2009 - December 2009
Cruice Financial Organization May 2008 - May 2009
Skills
Collateral Analysis, Asset Based Lending, Commercial Finance, Portfolio Management, Analysis, Financial Analysis, Investments, Risk Management, Commercial Lending
Education
Fairfield University 2005 — 2009
Bachelor of Science, Finance
Florence University of the Arts 2008 — 2008
Ronnie Huynh Ronnie Huynh's USI Consulting Group Experience December 2012 - November 2014
Job Account Manager at AppNexus
Industry Online Media
Experience
AppNexus December 2014 - Present
USI Consulting Group December 2012 - November 2014
HD Vest Financial Services September 2011 - August 2012
Nationstar Mortgage, LLC June 2011 - August 2011
Garza High School February 2011 - May 2011
Asian Olympics May 2009 - March 2010
Alternative Learning Center August 2007 - May 2008
Skills
Statistics, Microsoft Excel, SAS, Excel, Data Analysis, Actuarial Science, PowerPoint, Risk Analysis, Financial Analysis, Financial Reporting, VBA, SAS programming, Analysis, Microsoft Office, Microsoft Word, Access, Research, Management
Education
The University of Texas at Austin 2007 — 2011
Actuarial Science, Mathematics, Business Foundations
Richland High School 2003 — 2007
AppNexus December 2014 - Present
USI Consulting Group December 2012 - November 2014
HD Vest Financial Services September 2011 - August 2012
Nationstar Mortgage, LLC June 2011 - August 2011
Garza High School February 2011 - May 2011
Asian Olympics May 2009 - March 2010
Alternative Learning Center August 2007 - May 2008
Skills
Statistics, Microsoft Excel, SAS, Excel, Data Analysis, Actuarial Science, PowerPoint, Risk Analysis, Financial Analysis, Financial Reporting, VBA, SAS programming, Analysis, Microsoft Office, Microsoft Word, Access, Research, Management
Education
The University of Texas at Austin 2007 — 2011
Actuarial Science, Mathematics, Business Foundations
Richland High School 2003 — 2007
Jeffrey Hale AIFA® Jeffrey Hale AIFA®'s USI Consulting Group Experience November 2008 - April 2009
Job Senior Consultant at Pentegra
Industry Financial Services
Experience
Pentegra Retirement Services January 2010 - Present
USI Consulting Group November 2008 - April 2009
Merrill Lynch November 1999 - November 2008
Invesco Ltd. 1999 - 2008
T Rowe Price September 1994 - September 1999
T. Rowe Price September 1994 - January 1997
Skills
Retirement, Pensions, Investments, Portfolio Management, Retirement Planning, Employee Benefits, Defined Benefit, Finance, ERISA, 401k, Mergers & Acquisitions, Wealth Management, Asset Allocation, Banking, Mutual Funds, Defined Contribution, Leadership, Strategic Financial..., Investment Management, Relationship Management, Asset Management, Deferred Compensation, Investment Advisory, Financial Advisory, Investment Strategies, Plan Design, Benefits Administration, Mergers, FINRA, Fiduciary Management, Hedge Funds, Due Diligence, ERISA 3(21) Fiduciary, ERISA 3(38) Fiduciary
Education
University of Wisconsin-Stevens Point 1990 — 1992
Master’s Degree, Organizational Communication
University of South Florida 1988 — 1990
Bachelor’s Degree, Industrial and Organizational Psychology
St. Petersburg College 1985 — 1988
Associate’s Degree
Pentegra Retirement Services January 2010 - Present
USI Consulting Group November 2008 - April 2009
Merrill Lynch November 1999 - November 2008
Invesco Ltd. 1999 - 2008
T Rowe Price September 1994 - September 1999
T. Rowe Price September 1994 - January 1997
Skills
Retirement, Pensions, Investments, Portfolio Management, Retirement Planning, Employee Benefits, Defined Benefit, Finance, ERISA, 401k, Mergers & Acquisitions, Wealth Management, Asset Allocation, Banking, Mutual Funds, Defined Contribution, Leadership, Strategic Financial..., Investment Management, Relationship Management, Asset Management, Deferred Compensation, Investment Advisory, Financial Advisory, Investment Strategies, Plan Design, Benefits Administration, Mergers, FINRA, Fiduciary Management, Hedge Funds, Due Diligence, ERISA 3(21) Fiduciary, ERISA 3(38) Fiduciary
Education
University of Wisconsin-Stevens Point 1990 — 1992
Master’s Degree, Organizational Communication
University of South Florida 1988 — 1990
Bachelor’s Degree, Industrial and Organizational Psychology
St. Petersburg College 1985 — 1988
Associate’s Degree
Junior De Alba, CISA Junior De Alba, CISA's USI Consulting Group Experience June 2000 - April 2008
Job Senior Consultant, IT Advisory
Industry Accounting
Experience
Armanino LLP January 2012 - Present
Armanino McKenna LLP April 2008 - January 2012
USI Consulting Group June 2000 - April 2008
Guardian Pharmacy September 1996 - June 2000
XYAN, Inc April 1995 - November 1998
Skills
Microsoft Dynamics, Accounting, Desktop Support, Excel, Quickbooks, Great Plains Software, Windows, Word, PowerPoint, Outlook, Financial Reporting, Budgeting, Visio, SOX 404, SOX Compliancy, IT GRC, Risk Assessment, QuickBooks, Microsoft Excel, Budgets, Internal Controls, ERP, Business Process, Internal Audit, Account Reconciliation, Auditing, Sarbanes-Oxley Act, IT Audit, Microsoft Word, Consulting, Microsoft Dynamics GP
Education
Kaplan University 2006 — 2008
Bachelors, Accounting
Heald College 1997 — 1999
AA, Accounting
Armanino LLP January 2012 - Present
Armanino McKenna LLP April 2008 - January 2012
USI Consulting Group June 2000 - April 2008
Guardian Pharmacy September 1996 - June 2000
XYAN, Inc April 1995 - November 1998
Skills
Microsoft Dynamics, Accounting, Desktop Support, Excel, Quickbooks, Great Plains Software, Windows, Word, PowerPoint, Outlook, Financial Reporting, Budgeting, Visio, SOX 404, SOX Compliancy, IT GRC, Risk Assessment, QuickBooks, Microsoft Excel, Budgets, Internal Controls, ERP, Business Process, Internal Audit, Account Reconciliation, Auditing, Sarbanes-Oxley Act, IT Audit, Microsoft Word, Consulting, Microsoft Dynamics GP
Education
Kaplan University 2006 — 2008
Bachelors, Accounting
Heald College 1997 — 1999
AA, Accounting
Heidi Kruck Heidi Kruck's USI Consulting Group Experience October 2013 - Present
Job Senior Consultant and Actuary at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group October 2013 - Present
MWM Consulting Group 2008 - 2013
Buck Consultants 2007 - 2008
The Segal Company 2002 - 2007
Skills
Actuarial Science, Pensions, Retirement, Defined Benefit, Financial Modeling, Employee Benefits, Valuation, Risk Management, Pension Administration, Actuarial Consulting
Education
Drake University 1998 — 2002
BSBA, Actuarial Science / Accounting
USI Consulting Group October 2013 - Present
MWM Consulting Group 2008 - 2013
Buck Consultants 2007 - 2008
The Segal Company 2002 - 2007
Skills
Actuarial Science, Pensions, Retirement, Defined Benefit, Financial Modeling, Employee Benefits, Valuation, Risk Management, Pension Administration, Actuarial Consulting
Education
Drake University 1998 — 2002
BSBA, Actuarial Science / Accounting
Bill Most Bill Most's USI Consulting Group Experience October 1988 - April 2002
Job Principal & Consulting Actuary at Milliman, Inc.
Industry Financial Services
Experience
Milliman, Inc. April 2002 - Present
USI Consulting Group October 1988 - April 2002
Kwasha Lipton October 1981 - October 1988
Skills
Captives, Defined Benefit, Actuarial Science, Profit Sharing, Executive Pay, Pensions, Actuarial Consulting, Pension Administration, Retirement Plan..., ALM, ERISA, Defined Contribution, Retirement, 401k, Actuaries, Health Care Reform, Pension Funds, Health Insurance, Employee Benefits, Benefits Administration
Education
Hobart and William Smith Colleges 1977 — 1981
Bachelor of Arts (B.A.), Mathematics
Milliman, Inc. April 2002 - Present
USI Consulting Group October 1988 - April 2002
Kwasha Lipton October 1981 - October 1988
Skills
Captives, Defined Benefit, Actuarial Science, Profit Sharing, Executive Pay, Pensions, Actuarial Consulting, Pension Administration, Retirement Plan..., ALM, ERISA, Defined Contribution, Retirement, 401k, Actuaries, Health Care Reform, Pension Funds, Health Insurance, Employee Benefits, Benefits Administration
Education
Hobart and William Smith Colleges 1977 — 1981
Bachelor of Arts (B.A.), Mathematics
Robert Lowry, CFA Robert Lowry, CFA's USI Consulting Group Experience September 2009 - September 2011
Job Research Analyst at Fiduciary Investment Advisors
Industry Investment Management
Experience
Fiduciary Investment Advisors, LLC September 2011 - Present
USI Consulting Group September 2009 - September 2011
Skills
Investments, Equities, Mutual Funds, Economics, Financial Modeling
Education
Bucknell University 2005 — 2009
BA, Economics
Fiduciary Investment Advisors, LLC September 2011 - Present
USI Consulting Group September 2009 - September 2011
Skills
Investments, Equities, Mutual Funds, Economics, Financial Modeling
Education
Bucknell University 2005 — 2009
BA, Economics
Farheen Dam Farheen Dam's USI Consulting Group Experience June 1997 - October 1998
Job West Region Market Leader, US National Segment at Cigna
Industry Management Consulting
Daniel Whalen Daniel Whalen's USI Consulting Group Experience August 2011 - October 2012
Job Senior Underwriting Analyst at Walker & Dunlop
Industry Commercial Real Estate
Experience
Walker & Dunlop February 2015 - Present
The Mayo Group June 2014 - February 2015
Arbor Commercial Mortgage November 2013 - April 2014
Arbor Commercial Mortgage November 2012 - November 2013
USI Consulting Group August 2011 - October 2012
ISGN July 2010 - August 2011
JDS Enterprises LLC December 2009 - January 2010
Roger Williams University September 2009 - November 2009
Skills
Loans, Financial Analysis, Commercial Mortgages, Finance, Credit Analysis, Underwriting, Financial Modeling, Real Estate Economics, Retirement, Commercial Real Estate, Real Estate, Due Diligence, Investment Properties, Real Estate Financing, Mortgage Credit, FHA financing, Residential Mortgages, Real Estate Market..., Research, Personal Development, Real Estate Investments, Real Estate Transactions, Real Estate Management, Investments, MRI Software, Valuation
Education
Roger Williams University 2006 — 2010
Bachelor of Science, Business Management
Northwest Catholic High School 2002 — 2006
Walker & Dunlop February 2015 - Present
The Mayo Group June 2014 - February 2015
Arbor Commercial Mortgage November 2013 - April 2014
Arbor Commercial Mortgage November 2012 - November 2013
USI Consulting Group August 2011 - October 2012
ISGN July 2010 - August 2011
JDS Enterprises LLC December 2009 - January 2010
Roger Williams University September 2009 - November 2009
Skills
Loans, Financial Analysis, Commercial Mortgages, Finance, Credit Analysis, Underwriting, Financial Modeling, Real Estate Economics, Retirement, Commercial Real Estate, Real Estate, Due Diligence, Investment Properties, Real Estate Financing, Mortgage Credit, FHA financing, Residential Mortgages, Real Estate Market..., Research, Personal Development, Real Estate Investments, Real Estate Transactions, Real Estate Management, Investments, MRI Software, Valuation
Education
Roger Williams University 2006 — 2010
Bachelor of Science, Business Management
Northwest Catholic High School 2002 — 2006
Kenneth Seropian, QPFC, AIF® Kenneth Seropian, QPFC, AIF®'s USI Consulting Group Experience November 2009 - November 2010
Job at First National Corporation
Industry Financial Services
Experience
First National Corporation November 2010 - Present
USI Consulting Group November 2009 - November 2010
Sentinel Benefits October 2003 - November 2009
Cook & Company January 2003 - October 2003
Fidelity Investments October 1997 - December 2002
Skills
Retirement, 401k, Retirement Planning, Mutual Funds, ERISA, Defined Benefit, Pensions, Defined Contribution, Employee Benefits, Investments, Series 6, Series 7, Series 63, Asset Allocation
Education
University of Massachusetts, Amherst 1992 — 1996
BA
Ithaca College
First National Corporation November 2010 - Present
USI Consulting Group November 2009 - November 2010
Sentinel Benefits October 2003 - November 2009
Cook & Company January 2003 - October 2003
Fidelity Investments October 1997 - December 2002
Skills
Retirement, 401k, Retirement Planning, Mutual Funds, ERISA, Defined Benefit, Pensions, Defined Contribution, Employee Benefits, Investments, Series 6, Series 7, Series 63, Asset Allocation
Education
University of Massachusetts, Amherst 1992 — 1996
BA
Ithaca College
Ryan Cox's USI Consulting Group Experience September 2007 - Present
Job Risk Management Consultant Broker USI
Industry Insurance
Experience
USI Consulting Group September 2007 - Present
Brown & Brown April 2003 - September 2007
Skills
Property & Casualty..., Insurance, Risk Management, Commercial Insurance, Underwriting, Liability, Professional Liability, Casualty, Negotiation, Trade Credit, Marine Insurance, Reinsurance, Brokers, Workers Compensation, Aviation, Cargo Insurance
Education
Gonzaga University - School of Business Administration 2001 — 2002
MBA, MIS
Washington State University - College of Business and Economics 1997 — 2001
BA, Risk Management & Insurance
USI Consulting Group September 2007 - Present
Brown & Brown April 2003 - September 2007
Skills
Property & Casualty..., Insurance, Risk Management, Commercial Insurance, Underwriting, Liability, Professional Liability, Casualty, Negotiation, Trade Credit, Marine Insurance, Reinsurance, Brokers, Workers Compensation, Aviation, Cargo Insurance
Education
Gonzaga University - School of Business Administration 2001 — 2002
MBA, MIS
Washington State University - College of Business and Economics 1997 — 2001
BA, Risk Management & Insurance
Elise Gordon's USI Consulting Group Experience 1996 - 1999
Job 2VP Creative & Media Services, Travelers
Industry Insurance
Experience
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
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
Chet Saluja's USI Consulting Group Experience July 2006 - December 2010
Job Regional Vice President at AXA Distributors
Industry Financial Services
Experience
AXA Distributors December 2010 - Present
USI Consulting Group July 2006 - December 2010
ING 1997 - 2006
Skills
Retirement Plan..., 401k
Education
Central Connecticut State University 1990 — 1994
Finance, General
AXA Distributors December 2010 - Present
USI Consulting Group July 2006 - December 2010
ING 1997 - 2006
Skills
Retirement Plan..., 401k
Education
Central Connecticut State University 1990 — 1994
Finance, General
Andrew Siy's USI Consulting Group Experience June 2007 - Present
Job Actuarial Consultant at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group June 2007 - Present
Skills
Pensions, Defined Benefit, Actuarial Science, Risk Management, Research, Data Analysis, Spreadsheets, Employee Benefits, Investments, Microsoft Excel, Retirement, Excel, Word, Actuarial
Education
New York University 1999 — 2003
BS, Music Education
USI Consulting Group June 2007 - Present
Skills
Pensions, Defined Benefit, Actuarial Science, Risk Management, Research, Data Analysis, Spreadsheets, Employee Benefits, Investments, Microsoft Excel, Retirement, Excel, Word, Actuarial
Education
New York University 1999 — 2003
BS, Music Education
Bert Kingsley's USI Consulting Group Experience 1995 - 2005
Job Principal at Mercer
Industry Investment Management
Experience
Mercer June 2005 - Present
Mercer Human Resource Consulting 2005 - Present
USI Consulting Group 1995 - 2005
Education
The University of Connecticut School of Business 1993 — 1997
BS
Rham
Mercer June 2005 - Present
Mercer Human Resource Consulting 2005 - Present
USI Consulting Group 1995 - 2005
Education
The University of Connecticut School of Business 1993 — 1997
BS
Rham
Doug Rubinstein's USI Consulting Group Experience January 1994 - January 2004
Job Consulting Chief Marketing Officer at Park Assist, LLC
Industry Management Consulting
Experience
Park Assist, LLC December 2014 - Present
Douglas & Associates, LLC January 2005 - Present
Douglas & Associates,LLC January 2004 - Present
Vroommedia January 2004 - May 2008
USI Holdings - USI Consulting Group 1999 - 2005
USI Consulting Group January 1994 - January 2004
Skills
Executive Coaching, Market Planning, Sales Operations, Leadership Development, Management Consulting, Business Planning, New Business Development, Sales Management, Team Building, Marketing Strategy, Coaching, Non-profits, Healthcare, Business Strategy, Organizational..., Insurance, Customer Relations, Change Management, Public Relations, Account Management, Public Speaking, Mentoring, Competitive Analysis, Strategy Development, Team Leadership, Market Research, Executive Management, Employee Engagement, Strategic Planning, Change Leadership, Organizational..., Strategic Consulting, Executive Development, Strategic Thinking, Risk Management, Training, Leadership, Strategy, Customer Service, Nonprofits, Mergers & Acquisitions, Business Development, Sales, Management, Small Business, Entrepreneurship, Creative Direction, Start-ups, Marketing Communications, Employee Benefits
Education
SUNY Oswego 1970 — 1972
Master of Science (MS), Communication and Media Studies
SUNY Oswego (MS), U.R.I. (BA) 1964 — 1968
Bachelor of Arts (B.A.), Communications / English
Park Assist, LLC December 2014 - Present
Douglas & Associates, LLC January 2005 - Present
Douglas & Associates,LLC January 2004 - Present
Vroommedia January 2004 - May 2008
USI Holdings - USI Consulting Group 1999 - 2005
USI Consulting Group January 1994 - January 2004
Skills
Executive Coaching, Market Planning, Sales Operations, Leadership Development, Management Consulting, Business Planning, New Business Development, Sales Management, Team Building, Marketing Strategy, Coaching, Non-profits, Healthcare, Business Strategy, Organizational..., Insurance, Customer Relations, Change Management, Public Relations, Account Management, Public Speaking, Mentoring, Competitive Analysis, Strategy Development, Team Leadership, Market Research, Executive Management, Employee Engagement, Strategic Planning, Change Leadership, Organizational..., Strategic Consulting, Executive Development, Strategic Thinking, Risk Management, Training, Leadership, Strategy, Customer Service, Nonprofits, Mergers & Acquisitions, Business Development, Sales, Management, Small Business, Entrepreneurship, Creative Direction, Start-ups, Marketing Communications, Employee Benefits
Education
SUNY Oswego 1970 — 1972
Master of Science (MS), Communication and Media Studies
SUNY Oswego (MS), U.R.I. (BA) 1964 — 1968
Bachelor of Arts (B.A.), Communications / English
Robert Unger's USI Consulting Group Experience April 2008 - July 2009
Job Founder & CEO
Industry Financial Services
Experience
Universal Retirement Consulting Group July 1994 - Present
USI Consulting Group April 2008 - July 2009
ExpertPlan August 2005 - June 2007
Victory Capital Management December 2002 - June 2005
M & T Bank April 2001 - December 2002
Prudential Financial April 1985 - April 2001
Prudential Retirement Services 1985 - 2001
Merrill Lynch August 1979 - April 1985
Education
State University of New York at Stony Brook 2006 — 2008
Master of Business Administration (M.B.A.), Marketing
Adelphi University 1976 — 1979
Universal Retirement Consulting Group July 1994 - Present
USI Consulting Group April 2008 - July 2009
ExpertPlan August 2005 - June 2007
Victory Capital Management December 2002 - June 2005
M & T Bank April 2001 - December 2002
Prudential Financial April 1985 - April 2001
Prudential Retirement Services 1985 - 2001
Merrill Lynch August 1979 - April 1985
Education
State University of New York at Stony Brook 2006 — 2008
Master of Business Administration (M.B.A.), Marketing
Adelphi University 1976 — 1979
Alba Tedone's USI Consulting Group Experience October 2013 - Present
Job Investment Consultant at USI Consulting Group
Industry Investment Management
Experience
USI Consulting Group October 2013 - Present
USI Consulting Group February 2010 - September 2013
Symmetry Partners March 2007 - February 2010
Education
Central Connecticut State University 2003 — 2007
USI Consulting Group October 2013 - Present
USI Consulting Group February 2010 - September 2013
Symmetry Partners March 2007 - February 2010
Education
Central Connecticut State University 2003 — 2007
Lynne Johanson's USI Consulting Group Experience 1998 - 2000
Job Manager
Industry Financial Services
Experience
Gold's Gym October 2010 - Present
SS&C Technologies April 2007 - Present
Wicked Z Dance & Fitness April 2011 - July 2012
George Weiss Associates 2005 - 2007
Conning & Company 2000 - 2002
USI Consulting Group 1998 - 2000
Permatex, Inc. 1996 - 1998
Skills
Bloomberg, Investments, Excel, Accounting, Financial Analysis, Financial Reporting, P&L Analysis, Trial Balance, Fitness Instruction, Strength & Conditioning, Microsoft SQL Server, Management, Portfolio Management, Asset Management, Hedge Funds, Equities, Finance, Financial Modeling, Microsoft Office, Fixed Income, Derivatives
Education
Loyola University New Orleans 1996 — 1999
BS, Mathematics
The University of Connecticut 1994 — 1996
Bachelor of Science, Mathematics
Gold's Gym October 2010 - Present
SS&C Technologies April 2007 - Present
Wicked Z Dance & Fitness April 2011 - July 2012
George Weiss Associates 2005 - 2007
Conning & Company 2000 - 2002
USI Consulting Group 1998 - 2000
Permatex, Inc. 1996 - 1998
Skills
Bloomberg, Investments, Excel, Accounting, Financial Analysis, Financial Reporting, P&L Analysis, Trial Balance, Fitness Instruction, Strength & Conditioning, Microsoft SQL Server, Management, Portfolio Management, Asset Management, Hedge Funds, Equities, Finance, Financial Modeling, Microsoft Office, Fixed Income, Derivatives
Education
Loyola University New Orleans 1996 — 1999
BS, Mathematics
The University of Connecticut 1994 — 1996
Bachelor of Science, Mathematics
Carianne Potts's USI Consulting Group Experience January 2003 - June 2003
Job Senior Director HRMS at Exel
Industry Logistics and Supply Chain
Experience
Exel April 2004 - Present
Implementation Specialists in Healthcare (ISH) July 2003 - March 2004
USI Consulting Group January 2003 - June 2003
Great American Financial Resources Inc 1997 - 2002
Skills
Process Improvement, HRIS, Performance Management, Personnel Management, Project Management, Employee Relations, ERP, Change Management, Talent Management, Employee Benefits, Vendor Management, Business Process..., HR Policies, Management, PeopleSoft, Human Resources, Strategy, Oracle, Budgets, Business Process
Education
University of Cincinnati 1998 — 2001
MBA, Business Administration
Miami University 1993 — 1997
BS, HR, Org Behavior
Exel April 2004 - Present
Implementation Specialists in Healthcare (ISH) July 2003 - March 2004
USI Consulting Group January 2003 - June 2003
Great American Financial Resources Inc 1997 - 2002
Skills
Process Improvement, HRIS, Performance Management, Personnel Management, Project Management, Employee Relations, ERP, Change Management, Talent Management, Employee Benefits, Vendor Management, Business Process..., HR Policies, Management, PeopleSoft, Human Resources, Strategy, Oracle, Budgets, Business Process
Education
University of Cincinnati 1998 — 2001
MBA, Business Administration
Miami University 1993 — 1997
BS, HR, Org Behavior
Darlene Colonna's USI Consulting Group Experience January 2006 - Present
Job Account Consultant at USI
Industry Insurance
Experience
USI Consulting Group January 2006 - Present
UnitedHealth Group January 1999 - January 2006
unitedhealth care 1999 - 2006
Education
New York Institute of Technology 1998 — 2005
USI Consulting Group January 2006 - Present
UnitedHealth Group January 1999 - January 2006
unitedhealth care 1999 - 2006
Education
New York Institute of Technology 1998 — 2005
Jerry Cicalese, QPA, QKA, TGPC, QPFC's USI Consulting Group Experience May 1998 - May 2002
Job SVP, Retirement Services
Industry Financial Services
Experience
Sentinel Benefits & Financial Group January 2012 - Present
Geller Group, LLC October 2002 - December 2011
CBIZ Retirement Services May 2000 - October 2002
USI Consulting Group May 1998 - May 2002
Skills
Pensions, Employee Benefits, 401k, ERISA, Retirement, Defined Benefit, Pension Administration, Retirement Planning, Benefits Administration, Insurance, Defined Contribution, Investment Advisory, Financial Analysis, Strategic Financial..., Human Resources, Microsoft Excel, Management, Team Leadership, Leadership Development, Organizational..., Motivated self-starter, Asset Allocation, Mutual Funds
Education
St. John's University 1994 — 1998
Bachelor's degree, Political Science and Government
Sentinel Benefits & Financial Group January 2012 - Present
Geller Group, LLC October 2002 - December 2011
CBIZ Retirement Services May 2000 - October 2002
USI Consulting Group May 1998 - May 2002
Skills
Pensions, Employee Benefits, 401k, ERISA, Retirement, Defined Benefit, Pension Administration, Retirement Planning, Benefits Administration, Insurance, Defined Contribution, Investment Advisory, Financial Analysis, Strategic Financial..., Human Resources, Microsoft Excel, Management, Team Leadership, Leadership Development, Organizational..., Motivated self-starter, Asset Allocation, Mutual Funds
Education
St. John's University 1994 — 1998
Bachelor's degree, Political Science and Government
David Norris's USI Consulting Group Experience January 1998 - December 2004
Job Campus Vice President of Admissions at Le Cordon Bleu College of Culinary Arts, Los Angeles
Industry Education Management
Experience
Le Cordon Bleu College of Culinary Arts, Los Angeles May 2015 - Present
Le Cordon Bleu College September 2014 - May 2015
Le Cordon Bleu College of Culinary Arts in Chicago July 2013 - September 2014
Colorado Technical University (CEC) November 2004 - July 2013
USI Consulting Group January 1998 - December 2004
Skills
Admissions, Adult Education, Student Recruiting, Team Building, Staff Development, Enrollment Management, Higher Education, Retaining Customers, Student Financial Aid, Student Affairs, Leadership Development, Customer Service, Management, Training, Research, Strategic Planning, Admissions Counseling, Academic Administration, Campus, CampusVue, Career Counseling
Education
American InterContinental University 2006 — 2007
MBA, Accounting and Finance
American InterContinental University 2004 — 2005
MBA, Management
Le Cordon Bleu College of Culinary Arts, Los Angeles May 2015 - Present
Le Cordon Bleu College September 2014 - May 2015
Le Cordon Bleu College of Culinary Arts in Chicago July 2013 - September 2014
Colorado Technical University (CEC) November 2004 - July 2013
USI Consulting Group January 1998 - December 2004
Skills
Admissions, Adult Education, Student Recruiting, Team Building, Staff Development, Enrollment Management, Higher Education, Retaining Customers, Student Financial Aid, Student Affairs, Leadership Development, Customer Service, Management, Training, Research, Strategic Planning, Admissions Counseling, Academic Administration, Campus, CampusVue, Career Counseling
Education
American InterContinental University 2006 — 2007
MBA, Accounting and Finance
American InterContinental University 2004 — 2005
MBA, Management
Saadia Khilji, PMP's USI Consulting Group Experience 2006 - 2007
Job Program Director, MM Business Transformation Office at The Hartford
Industry Financial Services
Experience
The Hartford July 2014 - Present
Travelers April 2007 - June 2014
USI Consulting Group 2006 - 2007
Metropolitan Washington Airports Authority May 2004 - May 2006
Communications Enabling Technologies January 2001 - December 2002
Skills
Strategy, Strategic Planning, Strategic Roadmaps, Project Portfolio..., Program Management, Organizational..., Talent Management, Resource Management, Change Management, Risk Management, IT Strategy, Process Improvement, Business Process..., Analysis, SDLC, Insurance, Vendor Management, Requirements Analysis, Cross-functional Team..., PMO, Leadership, Project Management, Management, Quality Assurance
Education
The George Washington University - School of Business 2003 — 2005
Master's degree, Information Systems Technology
Lahore University of Management Sciences 1997 — 2001
Bachelor of Science (BSc), Computer Software Engineering
The Hartford July 2014 - Present
Travelers April 2007 - June 2014
USI Consulting Group 2006 - 2007
Metropolitan Washington Airports Authority May 2004 - May 2006
Communications Enabling Technologies January 2001 - December 2002
Skills
Strategy, Strategic Planning, Strategic Roadmaps, Project Portfolio..., Program Management, Organizational..., Talent Management, Resource Management, Change Management, Risk Management, IT Strategy, Process Improvement, Business Process..., Analysis, SDLC, Insurance, Vendor Management, Requirements Analysis, Cross-functional Team..., PMO, Leadership, Project Management, Management, Quality Assurance
Education
The George Washington University - School of Business 2003 — 2005
Master's degree, Information Systems Technology
Lahore University of Management Sciences 1997 — 2001
Bachelor of Science (BSc), Computer Software Engineering
Margie Craig's USI Consulting Group Experience July 2007 - Present
Job Communications Director USI Consulting Group
Industry Marketing and Advertising
Experience
USI Consulting Group July 2007 - Present
PingPong Graphics August 1985 - July 2007
Columbia Business Systems August 1984 - August 1985
Skills
Interactive Marketing, Strategic Planning, Internal Communications, Editing, Copywriting, Creative Development, Online Marketing, Marketing Communications, Content Development, Social Media Marketing, Digital Marketing, Integrated Marketing, Brand Management, Wellness Programs, Digital Strategy, Digital Design, Newsletters, Public Relations, Graphic Design, Creative Direction, Social Media, Email Marketing, Marketing, Marketing Strategy, Media Relations, Event Management, Strategy, Advertising, Event Planning, Leadership
Education
Wesleyan University 1990 — 1993
M.A., Liberal Studies, Concentration Art
Graduate Institute 2008 — 2010
M.A., Integrative Health and Healing (Wellness)
Skidmore College 1980 — 1984
Bachelor of Science (B.S.), Business
USI Consulting Group July 2007 - Present
PingPong Graphics August 1985 - July 2007
Columbia Business Systems August 1984 - August 1985
Skills
Interactive Marketing, Strategic Planning, Internal Communications, Editing, Copywriting, Creative Development, Online Marketing, Marketing Communications, Content Development, Social Media Marketing, Digital Marketing, Integrated Marketing, Brand Management, Wellness Programs, Digital Strategy, Digital Design, Newsletters, Public Relations, Graphic Design, Creative Direction, Social Media, Email Marketing, Marketing, Marketing Strategy, Media Relations, Event Management, Strategy, Advertising, Event Planning, Leadership
Education
Wesleyan University 1990 — 1993
M.A., Liberal Studies, Concentration Art
Graduate Institute 2008 — 2010
M.A., Integrative Health and Healing (Wellness)
Skidmore College 1980 — 1984
Bachelor of Science (B.S.), Business
Heather Berry's USI Consulting Group Experience Healthcare Benefits Delivery Supplier ManagerGE2013 - Present
Job Healthcare Benefits Delivery Supplier Manager at GE
Industry Human Resources
Experience
USI Consulting Group Healthcare Benefits Delivery Supplier ManagerGE2013 - Present
Education
Isenberg School of Management, UMass Amherst 2004 — 2006
Rochester Institute of Technology 1996 — 2000
BS, Hotel Resort Management
USI Consulting Group Healthcare Benefits Delivery Supplier ManagerGE2013 - Present
Education
Isenberg School of Management, UMass Amherst 2004 — 2006
Rochester Institute of Technology 1996 — 2000
BS, Hotel Resort Management
Amy Mausser, PHR's USI Consulting Group Experience July 2013 - August 2015
Job CHRO at Emerson Reid & USI Northeast
Industry Insurance
Experience
Emerson Reid June 2005 - Present
USI Insurance Services August 2015 - Present
USI Consulting Group July 2013 - August 2015
Center City District 2000 - 2005
Skills
Employee Benefits, Benefits Administration, Human Resources, Performance Management, Employee Relations, Employee Engagement
Education
Rutgers University – Camden 2001 — 2004
Pace University
Emerson Reid June 2005 - Present
USI Insurance Services August 2015 - Present
USI Consulting Group July 2013 - August 2015
Center City District 2000 - 2005
Skills
Employee Benefits, Benefits Administration, Human Resources, Performance Management, Employee Relations, Employee Engagement
Education
Rutgers University – Camden 2001 — 2004
Pace University
Tim Connor's USI Consulting Group Experience July 1997 - October 2002
Job Principal & Consulting Actuary at Milliman
Industry Management Consulting
Experience
Milliman October 2002 - Present
USI Consulting Group July 1997 - October 2002
Skills
Pensions, Defined Contribution, VBA, Health Insurance, Actuaries, Business Planning, Defined Benefit, Actuarial Consulting, Actuarial Science, Retirement Plan..., Fixed Annuities, Risk Management, ERISA, Pension Administration, Insurance, FSA, Accounting, Consulting, Employee Benefits, Enterprise Risk..., Retirement, Underwriting, 401k, Nonprofits, Financial Modeling, Valuation, ALM, Executive Pay, Life Insurance, Financial Risk, Pension Funds
Education
Cornell University 1993 — 1997
Bachelor of Science (BS), Statistics and Biometry
Milliman October 2002 - Present
USI Consulting Group July 1997 - October 2002
Skills
Pensions, Defined Contribution, VBA, Health Insurance, Actuaries, Business Planning, Defined Benefit, Actuarial Consulting, Actuarial Science, Retirement Plan..., Fixed Annuities, Risk Management, ERISA, Pension Administration, Insurance, FSA, Accounting, Consulting, Employee Benefits, Enterprise Risk..., Retirement, Underwriting, 401k, Nonprofits, Financial Modeling, Valuation, ALM, Executive Pay, Life Insurance, Financial Risk, Pension Funds
Education
Cornell University 1993 — 1997
Bachelor of Science (BS), Statistics and Biometry
Dianne (Aldrich) Johnson's USI Consulting Group Experience March 2002 - March 2005
Job Recruiting Coordinator, Executive Assistant, Office Manager, Marketing Coordinator
Industry Human Resources
Experience
Ametek 2005 - Present
USI Consulting Group March 2002 - March 2005
Bertucci's January 1999 - March 2002
NE Restaurant Company January 1999 - March 2002
Rigaku USA June 1997 - December 1998
Ames Color-File February 1989 - July 1992
ExxonMobil October 1984 - February 1989
Education
North Shore Community College 2007 — 2012
Peabody Veterans Memorial High School 1978 — 1987
Diploma, Business
Ametek 2005 - Present
USI Consulting Group March 2002 - March 2005
Bertucci's January 1999 - March 2002
NE Restaurant Company January 1999 - March 2002
Rigaku USA June 1997 - December 1998
Ames Color-File February 1989 - July 1992
ExxonMobil October 1984 - February 1989
Education
North Shore Community College 2007 — 2012
Peabody Veterans Memorial High School 1978 — 1987
Diploma, Business
Jennifer (Moore) Dupont's USI Consulting Group Experience September 1999 - January 2003
Job Project Coordinator at Transcend Wireless
Industry Financial Services
Experience
Transcend Wireless June 2014 - Present
Pinnacle Wireless. a Unitek Global Services Company f/k/a Nexlink Global Services, Inc. September 2013 - May 2014
Ricoh USA January 2013 - September 2013
Simsbury Bank June 2011 - January 2013
Accountemps 2010 - 2012
Textron Financial - Robert Half International May 2010 - April 2011
The Pampered Chef August 2003 - October 2008
USI Consulting Group September 1999 - January 2003
Blue Circle Cement 1991 - 1999
Skills
Financial Analysis, Customer Service, Loans, Microsoft Excel, Loan Servicing, Payroll, Microsoft Office, Forecasting, Commercial Banking, Microsoft Word, 401k, PowerPoint, Logistics, Financial Modeling, Invoicing, Distribution Center..., Lotus Notes, Contract Management, Purchase Orders, Consumer Mortgages, Budget Reconciliation, Administrative..., Home Equity Loans, Oracle Forms, Oracle R12 Financials, customer billing, Loan Modifications, Budget Monitoring, sitehandler, Citrix
Education
University of Central Florida - College of Business Administration 1989 — 1991
Bachelors, Finance
State College of Florida-Manatee-Sarasota 1986 — 1989
Associates, Business
Riverview High School 1983 — 1986
Kennesaw State University - Michael J. Coles College of Business
MBA
Transcend Wireless June 2014 - Present
Pinnacle Wireless. a Unitek Global Services Company f/k/a Nexlink Global Services, Inc. September 2013 - May 2014
Ricoh USA January 2013 - September 2013
Simsbury Bank June 2011 - January 2013
Accountemps 2010 - 2012
Textron Financial - Robert Half International May 2010 - April 2011
The Pampered Chef August 2003 - October 2008
USI Consulting Group September 1999 - January 2003
Blue Circle Cement 1991 - 1999
Skills
Financial Analysis, Customer Service, Loans, Microsoft Excel, Loan Servicing, Payroll, Microsoft Office, Forecasting, Commercial Banking, Microsoft Word, 401k, PowerPoint, Logistics, Financial Modeling, Invoicing, Distribution Center..., Lotus Notes, Contract Management, Purchase Orders, Consumer Mortgages, Budget Reconciliation, Administrative..., Home Equity Loans, Oracle Forms, Oracle R12 Financials, customer billing, Loan Modifications, Budget Monitoring, sitehandler, Citrix
Education
University of Central Florida - College of Business Administration 1989 — 1991
Bachelors, Finance
State College of Florida-Manatee-Sarasota 1986 — 1989
Associates, Business
Riverview High School 1983 — 1986
Kennesaw State University - Michael J. Coles College of Business
MBA
William Holden's USI Consulting Group Experience January 2000 - August 2005
Job Vice President, Territory Sales Manager at BW Insurance Agency, a whollyowned subsidiary of Bank of the West
Industry Insurance
Experience
BW Insurance Agency, a wholly-owned subsidiary of Bank of the West June 2014 - Present
Arthur J. Gallagher & Co. July 2013 - May 2014
Wells Fargo Insurance Services August 2005 - May 2013
Wells Fargo Insurance Services 2005 - May 2013
PLUS January 1990 - 2011
Wells Fargo of California Insurance Services 2005 - 2009
USI Consulting Group January 2000 - August 2005
USI of Southern Califonia Insurance Services 2001 - 2005
Aon Risk Services, Inc, 1991 - 2000
Chubb 1981 - 1991
Skills
D&O, Professional Liability, Insurance, Brokers, Underwriting, Risk Management, Customer Relations, Strategic Planning, Negotiation, Property & Casualty..., Public Speaking, Customer Service, Liability, Insurance Brokerage, Casualty, Employment Practices..., Commercial Insurance, Directors & Officers..., Financial Institutions, Reinsurance, Workers Compensation, Financial Risk, Captives, Claims Management, General Insurance, Claim, Disability Insurance, Health Insurance, Employee Benefits, Leadership, Commercial Lines, Legal Liability, Executive Management, Life Insurance, Risk Analysis, Umbrella Insurance, Fixed Annuities, Enterprise Risk..., Excess, Financial Services, Term Life Insurance, Strategy, Analysis, Fiduciary, Retirement Planning, Retirement, 401k, Bonds, Long-term Care, New Business Development
Education
Colgate University 1977 — 1981
BA, English, Economics
Western Reserve Acedemy 1973 — 1977
High School/Secondary Diplomas and Certificates
Western Reserve Acedemy
BW Insurance Agency, a wholly-owned subsidiary of Bank of the West June 2014 - Present
Arthur J. Gallagher & Co. July 2013 - May 2014
Wells Fargo Insurance Services August 2005 - May 2013
Wells Fargo Insurance Services 2005 - May 2013
PLUS January 1990 - 2011
Wells Fargo of California Insurance Services 2005 - 2009
USI Consulting Group January 2000 - August 2005
USI of Southern Califonia Insurance Services 2001 - 2005
Aon Risk Services, Inc, 1991 - 2000
Chubb 1981 - 1991
Skills
D&O, Professional Liability, Insurance, Brokers, Underwriting, Risk Management, Customer Relations, Strategic Planning, Negotiation, Property & Casualty..., Public Speaking, Customer Service, Liability, Insurance Brokerage, Casualty, Employment Practices..., Commercial Insurance, Directors & Officers..., Financial Institutions, Reinsurance, Workers Compensation, Financial Risk, Captives, Claims Management, General Insurance, Claim, Disability Insurance, Health Insurance, Employee Benefits, Leadership, Commercial Lines, Legal Liability, Executive Management, Life Insurance, Risk Analysis, Umbrella Insurance, Fixed Annuities, Enterprise Risk..., Excess, Financial Services, Term Life Insurance, Strategy, Analysis, Fiduciary, Retirement Planning, Retirement, 401k, Bonds, Long-term Care, New Business Development
Education
Colgate University 1977 — 1981
BA, English, Economics
Western Reserve Acedemy 1973 — 1977
High School/Secondary Diplomas and Certificates
Western Reserve Acedemy
Edward Koehler's USI Consulting Group Experience Marketing/Public Relations TempConnecticut Humane SocietyMarch 2006 - June 2006
Job Communications Consultant at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group Marketing/Public Relations TempConnecticut Humane SocietyMarch 2006 - June 2006
Global Spectrum October 2005 - March 2006
Connecticut Innovations July 2005 - October 2005
Education
Western New England University 2001 — 2004
BSBA, Marketing Communications/Advertising
Adams State University 2000 — 2001
USI Consulting Group Marketing/Public Relations TempConnecticut Humane SocietyMarch 2006 - June 2006
Global Spectrum October 2005 - March 2006
Connecticut Innovations July 2005 - October 2005
Education
Western New England University 2001 — 2004
BSBA, Marketing Communications/Advertising
Adams State University 2000 — 2001
Gary Berdoff's USI Consulting Group Experience March 2007 - April 2008
Job Retirement Plan Consultant at Berdoff Advisors
Industry Financial Services
Experience
Berdoff Advisors March 2002 - Present
MillenniuM Investment & Retirement Advisors, LLC 2014 - Present
Acuity Wealth Management January 2013 - January 2015
Optimal Capital June 2012 - January 2013
Morgan Stanley Smith Barney May 2011 - May 2012
ExpertPlan January 2010 - May 2011
Retirement Marketing Solutions April 2008 - December 2009
USI Consulting Group March 2007 - April 2008
Berdoff Advisors, LLC March 2002 - February 2007
Guardian Life Insurance Company of America November 1997 - February 2002
Skills
Wealth Management, Series 7, 401k, Retirement Planning, Retirement, Negotiation, Mutual Funds
Education
The Ohio State University
Berdoff Advisors March 2002 - Present
MillenniuM Investment & Retirement Advisors, LLC 2014 - Present
Acuity Wealth Management January 2013 - January 2015
Optimal Capital June 2012 - January 2013
Morgan Stanley Smith Barney May 2011 - May 2012
ExpertPlan January 2010 - May 2011
Retirement Marketing Solutions April 2008 - December 2009
USI Consulting Group March 2007 - April 2008
Berdoff Advisors, LLC March 2002 - February 2007
Guardian Life Insurance Company of America November 1997 - February 2002
Skills
Wealth Management, Series 7, 401k, Retirement Planning, Retirement, Negotiation, Mutual Funds
Education
The Ohio State University
Pooja Pamnani's USI Consulting Group Experience January 2005 - March 2006
Job Jr Reserving Actuary at The Navigators Group, Inc.
Industry Insurance
Experience
The Navigators Group, Inc. July 2012 - Present
Sirius America Insurance Company March 2009 - June 2012
AIG December 2006 - March 2009
Buck Consultants March 2006 - December 2006
USI Consulting Group January 2005 - March 2006
Skills
Actuarial Science, Underwriting, Defined Benefit, Pensions, Pension Administration, Excel, Monarc, proval, C++, Access, PowerPoint, Visual Basic, ActVal, Ginsu, ReservePro, ReMetrica
Education
Queens College 2001 — 2005
Bachelor of Arts (B.A.), Mathematics
Baruch College 2000 — 2002
The Navigators Group, Inc. July 2012 - Present
Sirius America Insurance Company March 2009 - June 2012
AIG December 2006 - March 2009
Buck Consultants March 2006 - December 2006
USI Consulting Group January 2005 - March 2006
Skills
Actuarial Science, Underwriting, Defined Benefit, Pensions, Pension Administration, Excel, Monarc, proval, C++, Access, PowerPoint, Visual Basic, ActVal, Ginsu, ReservePro, ReMetrica
Education
Queens College 2001 — 2005
Bachelor of Arts (B.A.), Mathematics
Baruch College 2000 — 2002
Peter Cesario Jr's USI Consulting Group Experience April 1997 - April 1999
Job Business Analyst at Envisage Information Systems
Industry Financial Services
Experience
Envisage Information Systems September 2014 - Present
The Pension Boards - United Church of Christ July 2013 - August 2014
Envisage Information Systems July 2011 - July 2013
T Rowe Price November 2010 - July 2011
ACS Human Capital Management Solutions, August 2009 - May 2010
SunGard March 2007 - September 2008
ACS July 2000 - January 2007
Morgan Stanley Dean Witter April 1999 - May 2000
USI Consulting Group April 1997 - April 1999
Dreyfus October 1992 - April 1997
Skills
Business Analysis, Requirements Analysis, Program Management, Testing, Software Documentation, Business Requirements, Requirements Gathering, Test Planning, Retirement, Data Conversion, Databases, Quality Center, Analysis, Project Management, Financial Services, Management, Quality Assurance, SDLC, Systems Analysis, Training, Visio, HP Quality Center
Education
Old Dominion University 1980 — 1984
B.S., Business Admin-Finance
Envisage Information Systems September 2014 - Present
The Pension Boards - United Church of Christ July 2013 - August 2014
Envisage Information Systems July 2011 - July 2013
T Rowe Price November 2010 - July 2011
ACS Human Capital Management Solutions, August 2009 - May 2010
SunGard March 2007 - September 2008
ACS July 2000 - January 2007
Morgan Stanley Dean Witter April 1999 - May 2000
USI Consulting Group April 1997 - April 1999
Dreyfus October 1992 - April 1997
Skills
Business Analysis, Requirements Analysis, Program Management, Testing, Software Documentation, Business Requirements, Requirements Gathering, Test Planning, Retirement, Data Conversion, Databases, Quality Center, Analysis, Project Management, Financial Services, Management, Quality Assurance, SDLC, Systems Analysis, Training, Visio, HP Quality Center
Education
Old Dominion University 1980 — 1984
B.S., Business Admin-Finance
Yong Moon's USI Consulting Group Experience May 2015 - Present
Job Actuarial Analyst at USI Consulting Group
Industry Insurance
Experience
USI Consulting Group May 2015 - Present
USI Consulting Group September 2013 - May 2015
USI Consulting Group May 2012 - September 2013
Northshore School District September 2006 - June 2008
NYC Department of Education September 2001 - June 2006
Skills
Pensions, Data Analysis, Research, Microsoft Excel, VBA, Pension Administration, Analysis, Pension Valuation, Microsoft Word, Microsoft Office, ProVal, Staff Development, Teaching, Statistics, PowerPoint, Public Speaking, Mathematics, Editing, Nonprofits, Acoustic Guitar, Photoshop, ProPresenter, Access, Customer Service, Valuation
Education
Columbia University in the City of New York 1997 — 2001
BA, Physics
Hunter College 2001 — 2004
Master of Arts, Secondary Education and Teaching: Mathematics 7-12
Columbia College (NY) 1997 — 2001
BA, Physics
USI Consulting Group May 2015 - Present
USI Consulting Group September 2013 - May 2015
USI Consulting Group May 2012 - September 2013
Northshore School District September 2006 - June 2008
NYC Department of Education September 2001 - June 2006
Skills
Pensions, Data Analysis, Research, Microsoft Excel, VBA, Pension Administration, Analysis, Pension Valuation, Microsoft Word, Microsoft Office, ProVal, Staff Development, Teaching, Statistics, PowerPoint, Public Speaking, Mathematics, Editing, Nonprofits, Acoustic Guitar, Photoshop, ProPresenter, Access, Customer Service, Valuation
Education
Columbia University in the City of New York 1997 — 2001
BA, Physics
Hunter College 2001 — 2004
Master of Arts, Secondary Education and Teaching: Mathematics 7-12
Columbia College (NY) 1997 — 2001
BA, Physics
Jeff Rojohn's USI Consulting Group Experience January 2008 - June 2012
Job Vice President, Client Solutions at Sauve Consulting Group, Inc.
Industry Insurance
Experience
Sauve Consulting Group, Inc. July 2012 - Present
USI Affinity January 2008 - June 2012
USI Consulting Group January 2008 - June 2012
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Underwriting, Health Savings Accounts, Brokers, Defined Benefit, New Business Development
Education
Bloomsburg University of Pennsylvania
Sauve Consulting Group, Inc. July 2012 - Present
USI Affinity January 2008 - June 2012
USI Consulting Group January 2008 - June 2012
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Underwriting, Health Savings Accounts, Brokers, Defined Benefit, New Business Development
Education
Bloomsburg University of Pennsylvania
Lisa Heimbauer's USI Consulting Group Experience 1995 - 2003
Job Postdoctoral Research Fellow at Pennsylvania State University
Industry Research
Experience
Pennsylvania State University September 2012 - Present
Georgia State University August 2006 - August 2012
USI Consulting Group 1995 - 2003
Ogilvy Adams & Rinehart 1995 - 2003
Education
Georgia State University 2006 — 2009
M.A., Cognitive Psychology
Stony Brook University 2004 — 2006
B.A., Anthropology
Pennsylvania State University September 2012 - Present
Georgia State University August 2006 - August 2012
USI Consulting Group 1995 - 2003
Ogilvy Adams & Rinehart 1995 - 2003
Education
Georgia State University 2006 — 2009
M.A., Cognitive Psychology
Stony Brook University 2004 — 2006
B.A., Anthropology
Larissa Fromme's USI Consulting Group Experience November 2012 - Present
Job Account Manager at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group November 2012 - Present
Van Gilder Retirement Solutions November 2012 - December 2013
Net Results Junior Tennis September 2011 - August 2012
Centus Counseling Consulting and Education January 2011 - July 2011
Dr. Mark George July 2009 - January 2011
L-3 Communications October 2007 - August 2008
Skills
Excel, Microsoft Office, Customer Service, Microsoft Excel, Databases, Program Management
Education
University of Arizona 2003 — 2008
Bachelor of Science, Regional Development, Sociology
USI Consulting Group November 2012 - Present
Van Gilder Retirement Solutions November 2012 - December 2013
Net Results Junior Tennis September 2011 - August 2012
Centus Counseling Consulting and Education January 2011 - July 2011
Dr. Mark George July 2009 - January 2011
L-3 Communications October 2007 - August 2008
Skills
Excel, Microsoft Office, Customer Service, Microsoft Excel, Databases, Program Management
Education
University of Arizona 2003 — 2008
Bachelor of Science, Regional Development, Sociology
Nancy Geller's USI Consulting Group Experience 2000 - 2003
Job Senior Consultant at Aon Hewitt Associates
Industry Health, Wellness and Fitness
Experience
Aon Hewitt June 2008 - Present
Mercer Health & Benefits May 2003 - June 2008
Mercer 2003 - 2008
USI Consulting Group 2000 - 2003
Kooper Group 1990 - March 2000
Mutual Of NY 1987 - 1990
Education
Baruch College, City University of New York (CUNY)
BA, Marketing
Aon Hewitt June 2008 - Present
Mercer Health & Benefits May 2003 - June 2008
Mercer 2003 - 2008
USI Consulting Group 2000 - 2003
Kooper Group 1990 - March 2000
Mutual Of NY 1987 - 1990
Education
Baruch College, City University of New York (CUNY)
BA, Marketing
Mariela Smith-McLallen's USI Consulting Group Experience January 2000 - October 2005
Job Senior Client Services Analyst at Xerox HR Solutions
Industry Information Technology and Services
Experience
Xerox July 2010 - Present
USI Consulting Group January 2000 - October 2005
Literacy Assistance Center April 1997 - November 1999
Community Resource Exchange March 1996 - March 1997
Citizens Committee for New York City January 1994 - March 1996
Skills
Solution Implementation, Business Analysis, Data Analysis, Benefits Administration, Process Improvement, Databases, Requirements Gathering, Training, SharePoint, Program Management, Analysis, Business Process..., Strategic Planning, Human Resources, Budgets, Research
Education
New York University Robert F. Wagner Graduate School of Public Service 1995 — 1996
Public Administration
Cornell University 1989 — 1993
B.S., Biology
Hunter College High School 1983 — 1989
Xerox July 2010 - Present
USI Consulting Group January 2000 - October 2005
Literacy Assistance Center April 1997 - November 1999
Community Resource Exchange March 1996 - March 1997
Citizens Committee for New York City January 1994 - March 1996
Skills
Solution Implementation, Business Analysis, Data Analysis, Benefits Administration, Process Improvement, Databases, Requirements Gathering, Training, SharePoint, Program Management, Analysis, Business Process..., Strategic Planning, Human Resources, Budgets, Research
Education
New York University Robert F. Wagner Graduate School of Public Service 1995 — 1996
Public Administration
Cornell University 1989 — 1993
B.S., Biology
Hunter College High School 1983 — 1989
Terrence Smith Jr., CPC, QPA, QKA's USI Consulting Group Experience 2009 - Present
Job Assistant Vice President, Account Manager at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group 2009 - Present
Fidelity Investments 2005 - 2009
Wachovia, A Wells Fargo Company September 2002 - June 2005
Charles Schwab January 1996 - September 2002
Skills
Investments, 401k, Insurance, Mutual Funds, Securities, Retirement Planning, Investment Advisory, Retirement, Asset Allocation, Finance, Relationship Management, Series 63
Education
The University of Akron
BSBA, Finance/Accounting
USI Consulting Group 2009 - Present
Fidelity Investments 2005 - 2009
Wachovia, A Wells Fargo Company September 2002 - June 2005
Charles Schwab January 1996 - September 2002
Skills
Investments, 401k, Insurance, Mutual Funds, Securities, Retirement Planning, Investment Advisory, Retirement, Asset Allocation, Finance, Relationship Management, Series 63
Education
The University of Akron
BSBA, Finance/Accounting
Allyson Colvin's USI Consulting Group Experience April 2012 - July 2015
Job Sales & Marketing Assistant
Industry Marketing and Advertising
Experience
Q-Tran, Inc July 2015 - Present
USI Consulting Group April 2012 - July 2015
Filomeno & Company December 2008 - April 2012
Pro's Choice Beauty Care, Inc July 2011 - September 2011
Skills
Customer Service, Event Planning, Event Management, Social Media, Social Media Marketing, Marketing, Facebook, PowerPoint, Marketing Communications, Email Marketing, Microsoft Office, Microsoft Excel, Outlook, Social Networking, Microsoft Word, Direct Marketing, Internal Communications, Strategic Planning
Education
Central Connecticut State University
Bachelors, Marketing
Q-Tran, Inc July 2015 - Present
USI Consulting Group April 2012 - July 2015
Filomeno & Company December 2008 - April 2012
Pro's Choice Beauty Care, Inc July 2011 - September 2011
Skills
Customer Service, Event Planning, Event Management, Social Media, Social Media Marketing, Marketing, Facebook, PowerPoint, Marketing Communications, Email Marketing, Microsoft Office, Microsoft Excel, Outlook, Social Networking, Microsoft Word, Direct Marketing, Internal Communications, Strategic Planning
Education
Central Connecticut State University
Bachelors, Marketing
Virginia B. McLymont, J.D., APM's USI Consulting Group Experience 2013 - Present
Job ERISA Counsel at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group 2013 - Present
Kya's Krusade Inc. 2007 - Present
Diversified June 2008 - December 2012
Private Law Practice 2006 - 2008
ADP 2004 - 2006
MassMutual Financial Group 2000 - 2002
Putnam Investments Boston, MA 1998 - 2000
MassMutual Financial Group 1996 - 1998
Nationwide Insurance 1989 - 1996
National City Trust Group 1982 - 1989
Skills
Retirement, ERISA, 401k, Defined Benefit, Pensions, Defined Contribution, Retirement Planning, Employee Benefits, Profit Sharing, Mutual Funds, Retirement Plan..., FINRA, Financial Services, Fixed Annuities, Series 63, Series 7, Asset Allocation, Series 6, Executive Pay, Qualified Retirement..., Investment Advisory, Investments, Mergers & Acquisitions, Wealth Management, Investment Management, Insurance, Alternative Investments, Strategic Financial..., Asset Management, Series 24, Securities, Financial Advisory, Relationship Management, Investment Strategies, Pension Funds
Education
Capital University Law School
JD, Law
USI Consulting Group 2013 - Present
Kya's Krusade Inc. 2007 - Present
Diversified June 2008 - December 2012
Private Law Practice 2006 - 2008
ADP 2004 - 2006
MassMutual Financial Group 2000 - 2002
Putnam Investments Boston, MA 1998 - 2000
MassMutual Financial Group 1996 - 1998
Nationwide Insurance 1989 - 1996
National City Trust Group 1982 - 1989
Skills
Retirement, ERISA, 401k, Defined Benefit, Pensions, Defined Contribution, Retirement Planning, Employee Benefits, Profit Sharing, Mutual Funds, Retirement Plan..., FINRA, Financial Services, Fixed Annuities, Series 63, Series 7, Asset Allocation, Series 6, Executive Pay, Qualified Retirement..., Investment Advisory, Investments, Mergers & Acquisitions, Wealth Management, Investment Management, Insurance, Alternative Investments, Strategic Financial..., Asset Management, Series 24, Securities, Financial Advisory, Relationship Management, Investment Strategies, Pension Funds
Education
Capital University Law School
JD, Law
D. Tyler Hindermann's USI Consulting Group Experience July 2006 - Present
Job Vice President at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group July 2006 - Present
The Baker Companies April 2002 - July 2006
William M. Mercer, Inc. August 1996 - May 2001
Sheppard Riley Coughlin August 1994 - July 1996
Sun Life Assurance of Canada August 1992 - July 1994
Whittier Partners July 1989 - August 1992
Leggat McCall/Grubb & Ellis, Inc. August 1985 - August 1989
Skills
Employee Benefits, Executive Pay, Defined Benefit, Mutual Funds, Pensions, Retirement, Investments, Human Resources, Leadership, Insurance, Investment Advisory, Financial Services, Series 63, Series 65, Business Planning, Investment Management, Securities, Defined Contribution, 401k
Education
Tufts University 1981 — 1985
BA, Economics, Political Science
Tufts University 1981 — 1985
Bachelor of Arts (B.A.), Economics, Political Science
Middlesex School 1977 — 1981
USI Consulting Group July 2006 - Present
The Baker Companies April 2002 - July 2006
William M. Mercer, Inc. August 1996 - May 2001
Sheppard Riley Coughlin August 1994 - July 1996
Sun Life Assurance of Canada August 1992 - July 1994
Whittier Partners July 1989 - August 1992
Leggat McCall/Grubb & Ellis, Inc. August 1985 - August 1989
Skills
Employee Benefits, Executive Pay, Defined Benefit, Mutual Funds, Pensions, Retirement, Investments, Human Resources, Leadership, Insurance, Investment Advisory, Financial Services, Series 63, Series 65, Business Planning, Investment Management, Securities, Defined Contribution, 401k
Education
Tufts University 1981 — 1985
BA, Economics, Political Science
Tufts University 1981 — 1985
Bachelor of Arts (B.A.), Economics, Political Science
Middlesex School 1977 — 1981
David Elko's USI Consulting Group Experience January 1996 - January 2001
Job Compliance Analyst | Manager | Defined Contribution Plans Experienced Defined Contribution Professional
Industry Financial Services
Experience
Self Employed March 2010 - Present
INVESTLINK TECHNOLOGIES LLC August 2008 - March 2010
RETIREMENT SYSTEM GROUP INC January 2004 - March 2008
Madison Commons Condominium Association March 2001 - December 2006
USI CONSULTING GROUP (formerly ADP Benefit Services January 2001 - January 2003
USI Consulting Group January 1996 - January 2001
USI Consulting Group January 1994 - January 1996
Skills
Business Development, Pensions, Employee Benefits, Financial Analysis, Human Resources, Performance Management, 401k, Strategy, Training
Education
Rider University 1989 — 1993
Bachelor of Science, Business Administration
Red Bank Regional H.S.
Self Employed March 2010 - Present
INVESTLINK TECHNOLOGIES LLC August 2008 - March 2010
RETIREMENT SYSTEM GROUP INC January 2004 - March 2008
Madison Commons Condominium Association March 2001 - December 2006
USI CONSULTING GROUP (formerly ADP Benefit Services January 2001 - January 2003
USI Consulting Group January 1996 - January 2001
USI Consulting Group January 1994 - January 1996
Skills
Business Development, Pensions, Employee Benefits, Financial Analysis, Human Resources, Performance Management, 401k, Strategy, Training
Education
Rider University 1989 — 1993
Bachelor of Science, Business Administration
Red Bank Regional H.S.
Teresa Medeiros's USI Consulting Group Experience 2005 - 2007
Job Actuary at Aon Hewitt
Industry Health, Wellness and Fitness
Experience
Aon Hewitt September 2007 - Present
USI Consulting Group 2005 - 2007
PricewaterhouseCoopers 2002 - 2004
Watson Wyatt Worldwide 1998 - 2002
Skills
Defined Benefit, Plan Design, Pensions, Actuarial, Retirement, Pension Administration, Employee Benefits, Benefits, Deferred Compensation, Solvency II, Executive Pay, Reinsurance, Actuarial Consulting, Mergers & Acquisitions, HR Consulting, Benefits Administration, Business Planning, Defined Contribution, Health Insurance, Valuation, Consulting, Actuarial Science
Education
Northeastern University 1988 — 1993
Mathematics
Taunton High School 1984 — 1988
Aon Hewitt September 2007 - Present
USI Consulting Group 2005 - 2007
PricewaterhouseCoopers 2002 - 2004
Watson Wyatt Worldwide 1998 - 2002
Skills
Defined Benefit, Plan Design, Pensions, Actuarial, Retirement, Pension Administration, Employee Benefits, Benefits, Deferred Compensation, Solvency II, Executive Pay, Reinsurance, Actuarial Consulting, Mergers & Acquisitions, HR Consulting, Benefits Administration, Business Planning, Defined Contribution, Health Insurance, Valuation, Consulting, Actuarial Science
Education
Northeastern University 1988 — 1993
Mathematics
Taunton High School 1984 — 1988
Conny Chen Lin's USI Consulting Group Experience September 2003 - December 2011
Job Finance/Accounting
Industry Retail
Experience
ATG Rehab December 2011 - September 2012
USI Consulting Group September 2003 - December 2011
Reeves International, Inc May 2002 - September 2003
Progressive Health, LLC February 2001 - May 2002
Education
Montclair State University
MBA, Finance
National Taiwan University
Bachelor's degree
ATG Rehab December 2011 - September 2012
USI Consulting Group September 2003 - December 2011
Reeves International, Inc May 2002 - September 2003
Progressive Health, LLC February 2001 - May 2002
Education
Montclair State University
MBA, Finance
National Taiwan University
Bachelor's degree
Gregory Boutot's USI Consulting Group Experience August 2007 - December 2009
Job Senior Technology Engineer at Travelers
Industry Information Technology and Services
Experience
Travelers March 2015 - Present
Cigna June 2014 - December 2014
Ascension Health May 2011 - February 2014
Greater Hartford Legal Aid October 2010 - March 2011
USI Consulting Group August 2007 - December 2009
USI Consulting Group January 2000 - August 2007
Phoenix Life Insurance Company January 1997 - January 2000
Aetna January 1987 - January 1997
Travelers 1997 - 1997
Skills
Disaster Preparedness, General Controls, IT Management, Risk Management, SDLC, Disaster Recovery, Information Technology, Data Center, Emergency Management, Leadership, Troubleshooting, Process Improvement, Telecommunications, Project Planning, Networking, Cross-functional Team..., Vendor Management, Management, Training, Software Documentation, Budgets, Quality Assurance, Security
Education
Manchester Community College 1986 — 1987
Business Administration and Computer Science
Travelers March 2015 - Present
Cigna June 2014 - December 2014
Ascension Health May 2011 - February 2014
Greater Hartford Legal Aid October 2010 - March 2011
USI Consulting Group August 2007 - December 2009
USI Consulting Group January 2000 - August 2007
Phoenix Life Insurance Company January 1997 - January 2000
Aetna January 1987 - January 1997
Travelers 1997 - 1997
Skills
Disaster Preparedness, General Controls, IT Management, Risk Management, SDLC, Disaster Recovery, Information Technology, Data Center, Emergency Management, Leadership, Troubleshooting, Process Improvement, Telecommunications, Project Planning, Networking, Cross-functional Team..., Vendor Management, Management, Training, Software Documentation, Budgets, Quality Assurance, Security
Education
Manchester Community College 1986 — 1987
Business Administration and Computer Science
Shell Sarfati's USI Consulting Group Experience March 1997 - October 2011
Job Happy to be employed in a field that I like
Industry Financial Services
Experience
home August 2012 - Present
Hooker and Holcolm July 2012 - August 2012
USI Consulting Group March 1997 - October 2011
Skills
Actuarial Science, Defined Benefit, Pensions, Retirement, Employee Benefits, 401k, Investments, Insurance, Retirement Plan..., Defined Contribution, Fixed Annuities, ERISA, Pension Administration, Actuarial Consulting, Executive Pay, Financial Services, Profit Sharing, ALM, Benefits Administration, Deferred Compensation, Economic Capital, Health Insurance
Education
Central Connecticut State University 1967 — 1970
Bachelor's degree, Elementary Education and Teaching
George J. Penney High School 1962 — 1966
Graduated, College Course
home August 2012 - Present
Hooker and Holcolm July 2012 - August 2012
USI Consulting Group March 1997 - October 2011
Skills
Actuarial Science, Defined Benefit, Pensions, Retirement, Employee Benefits, 401k, Investments, Insurance, Retirement Plan..., Defined Contribution, Fixed Annuities, ERISA, Pension Administration, Actuarial Consulting, Executive Pay, Financial Services, Profit Sharing, ALM, Benefits Administration, Deferred Compensation, Economic Capital, Health Insurance
Education
Central Connecticut State University 1967 — 1970
Bachelor's degree, Elementary Education and Teaching
George J. Penney High School 1962 — 1966
Graduated, College Course
Judith Grace's USI Consulting Group Experience June 2015 - Present
Job Human Resources Executive
Industry Publishing
Experience
USI Consulting Group June 2015 - Present
Cambridge University Press November 2007 - April 2015
Kluwer Academic Publishers 1999 - 2005
Henry Holt & Co. 1988 - 1998
Education
Columbia University in the City of New York
Master of Arts (M.A.), History
Fordham University
Bachelor of Arts (B.A.), History
USI Consulting Group June 2015 - Present
Cambridge University Press November 2007 - April 2015
Kluwer Academic Publishers 1999 - 2005
Henry Holt & Co. 1988 - 1998
Education
Columbia University in the City of New York
Master of Arts (M.A.), History
Fordham University
Bachelor of Arts (B.A.), History
Elena Gaillard's USI Consulting Group Experience 1991 - 2003
Job Independent Graphic Design Professional
Industry Graphic Design
Experience
The New York Botanical Garden 2008 - 2010
USI Consulting Group 1991 - 2003
Skills
Layout, Adobe Creative Suite, Brochures, Graphic Design, Illustration, Digital Photography, Photography, Drawing, Magazines, Art, Books, Newsletters, Creative Writing, Publications, Fine Art
Education
City University of New York-Brooklyn College 1978 — 1982
BA in Art, Art, fine arts
The New York Botanical Garden 2008 - 2010
USI Consulting Group 1991 - 2003
Skills
Layout, Adobe Creative Suite, Brochures, Graphic Design, Illustration, Digital Photography, Photography, Drawing, Magazines, Art, Books, Newsletters, Creative Writing, Publications, Fine Art
Education
City University of New York-Brooklyn College 1978 — 1982
BA in Art, Art, fine arts
Debra L. Szabo's USI Consulting Group Experience July 2014 - January 2015
Job Front Desk Receptionist at Middlesex Medical Associates
Industry Hospital & Health Care
Experience
Middlesex Medical Associates May 2015 - Present
USI Consulting Group July 2014 - January 2015
VantagePoint HealthCare Advisors May 2012 - December 2013
Franklin Medical March 2011 - May 2012
Charter Oak Health Center August 2010 - February 2011
Aetna Life & Casualty March 2006 - November 2009
The Hartford 2004 - 2005
Liberty Mutual Insurance 2003 - 2004
Aetna 1998 - 2002
Skills
Medicare, Employee Benefits, Insurance, Credentialing, HIPAA, Disability Insurance, Hospitals, Managed Care, Medical Terminology, Human Resources, Medical Billing, Revenue Cycle, 403B Pension Benefits, Invoicing, Physicians
Education
Central Connecticut State University 1983 — 1989
B.A., English Major - Writing Minor
Middlesex Medical Associates May 2015 - Present
USI Consulting Group July 2014 - January 2015
VantagePoint HealthCare Advisors May 2012 - December 2013
Franklin Medical March 2011 - May 2012
Charter Oak Health Center August 2010 - February 2011
Aetna Life & Casualty March 2006 - November 2009
The Hartford 2004 - 2005
Liberty Mutual Insurance 2003 - 2004
Aetna 1998 - 2002
Skills
Medicare, Employee Benefits, Insurance, Credentialing, HIPAA, Disability Insurance, Hospitals, Managed Care, Medical Terminology, Human Resources, Medical Billing, Revenue Cycle, 403B Pension Benefits, Invoicing, Physicians
Education
Central Connecticut State University 1983 — 1989
B.A., English Major - Writing Minor
Paul Federico's USI Consulting Group Experience January 2007 - Present
Job ManagerCompliance Services at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group January 2007 - Present
USI Consulting Group July 1999 - December 2006
Skills
Employee Benefits, ERISA
Education
Fordham University
BS, Mathematics
USI Consulting Group January 2007 - Present
USI Consulting Group July 1999 - December 2006
Skills
Employee Benefits, ERISA
Education
Fordham University
BS, Mathematics
Maia Lustgarten's USI Consulting Group Experience March 2001 - October 2002
Job Actuarial Developer at Winklevoss Technologies
Industry Computer Software
Experience
Winklevoss Technologies January 2009 - Present
Deloitte Consulting LLP October 2002 - November 2008
USI Consulting Group March 2001 - October 2002
Skills
Actuarial Science, Defined Benefit, Pensions, VBA, Enterprise Risk..., Valuation, ALM, Financial Modeling, Retirement, Pension Funds, Financial Risk, Derivatives, Asset Allocation, Risk Management, Asset Management, Management Consulting, Data Analysis, Mergers & Acquisitions
Education
New York University 1997 — 2000
BA, Mathematics
Winklevoss Technologies January 2009 - Present
Deloitte Consulting LLP October 2002 - November 2008
USI Consulting Group March 2001 - October 2002
Skills
Actuarial Science, Defined Benefit, Pensions, VBA, Enterprise Risk..., Valuation, ALM, Financial Modeling, Retirement, Pension Funds, Financial Risk, Derivatives, Asset Allocation, Risk Management, Asset Management, Management Consulting, Data Analysis, Mergers & Acquisitions
Education
New York University 1997 — 2000
BA, Mathematics
Colleen Lingler's USI Consulting Group Experience 2007 - 2009
Job Financial Analyst at Gregory & Appel Insurance
Industry Insurance
Experience
Gregory & Appel Insurance February 2014 - Present
Verisight, Inc October 2009 - December 2013
USI Consulting Group 2007 - 2009
Skills
Actuaries, Analysis, Actuarial Science, Actuarial Consulting, Microsoft Word, Retirement Plan..., Employee Benefits
Education
Eastern Michigan University 2002 — 2006
Bachelor's Degree, Mathematics and Geology
Gregory & Appel Insurance February 2014 - Present
Verisight, Inc October 2009 - December 2013
USI Consulting Group 2007 - 2009
Skills
Actuaries, Analysis, Actuarial Science, Actuarial Consulting, Microsoft Word, Retirement Plan..., Employee Benefits
Education
Eastern Michigan University 2002 — 2006
Bachelor's Degree, Mathematics and Geology
Steve Ressler, AIF, RPA's USI Consulting Group Experience October 2004 - November 2008
Job Senior Relationship Manager, Mass Mutual Retirement Services
Industry Financial Services
Experience
MassMutual Retirement Services November 2008 - Present
USI Consulting Group October 2004 - November 2008
Enterprise Group of Funds 2000 - 2004
Skills
Better Presentations..., Defined Benefit, Defined Contribution, Financial Services, Business Development, Series 6, 401k, Series 63, Retirement, Pensions, Retirement Planning, Fixed Annuities, Mutual Funds, Investment Advisory, Asset Allocation, Retirement Plan..., Investments, Strategic Financial..., Insurance, Profit Sharing, Wealth Management, Qualified Retirement..., Alternative Investments, 401k Rollovers, Financial Analysis, Roth IRA
Education
Middle Tennessee State University 1994 — 1999
Bachelors of Business Administration, Business
MassMutual Retirement Services November 2008 - Present
USI Consulting Group October 2004 - November 2008
Enterprise Group of Funds 2000 - 2004
Skills
Better Presentations..., Defined Benefit, Defined Contribution, Financial Services, Business Development, Series 6, 401k, Series 63, Retirement, Pensions, Retirement Planning, Fixed Annuities, Mutual Funds, Investment Advisory, Asset Allocation, Retirement Plan..., Investments, Strategic Financial..., Insurance, Profit Sharing, Wealth Management, Qualified Retirement..., Alternative Investments, 401k Rollovers, Financial Analysis, Roth IRA
Education
Middle Tennessee State University 1994 — 1999
Bachelors of Business Administration, Business
Lynne Bellizzi's USI Consulting Group Experience December 2003 - October 2006
Job Manager Marketing & Communications at Strategic Power Systems, Inc.
Industry Marketing and Advertising
Experience
Strategic Power Systems, Inc. November 2006 - Present
USI Consulting Group December 2003 - October 2006
Converge Marketing June 2003 - December 2003
Skills
Marketing, Marketing Communications, Public Relations, Marketing Strategy, Budgets, Program Management, Corporate Communications, Collateral, Media Relations, Energy, Trade Shows, Market Research, Corporate Branding, Marketing Research, Project Planning, Project Management, Management, Power Generation, Engineering
Education
Bryant University 1999 — 2003
Bachelor of Science in Business Administration, Marketing & International Studies
David Prouty High School 1996 — 1999
High School Diploma
Strategic Power Systems, Inc. November 2006 - Present
USI Consulting Group December 2003 - October 2006
Converge Marketing June 2003 - December 2003
Skills
Marketing, Marketing Communications, Public Relations, Marketing Strategy, Budgets, Program Management, Corporate Communications, Collateral, Media Relations, Energy, Trade Shows, Market Research, Corporate Branding, Marketing Research, Project Planning, Project Management, Management, Power Generation, Engineering
Education
Bryant University 1999 — 2003
Bachelor of Science in Business Administration, Marketing & International Studies
David Prouty High School 1996 — 1999
High School Diploma
Victoria McEleney's USI Consulting Group Experience March 2001 - September 2004
Job Defined Benefit Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2006 - August 2013
Mark Twain I.S. 239 for the Gifted & Talented September 2004 - January 2006
USI Consulting Group March 2001 - September 2004
Skills
Employee Benefits, Financial Services, Business Analysis, Requirements Analysis, Testing, Defined Benefit, Pensions, Training, Peer Mentoring, Analysis, Pension Administration, SDLC, Retirement
Education
St. Joseph's College 1997 — 2001
Bachelor of Science, Mathematics
Fidelity Investments January 2006 - August 2013
Mark Twain I.S. 239 for the Gifted & Talented September 2004 - January 2006
USI Consulting Group March 2001 - September 2004
Skills
Employee Benefits, Financial Services, Business Analysis, Requirements Analysis, Testing, Defined Benefit, Pensions, Training, Peer Mentoring, Analysis, Pension Administration, SDLC, Retirement
Education
St. Joseph's College 1997 — 2001
Bachelor of Science, Mathematics
April Holbrook's USI Consulting Group Experience September 2015 - Present
Job Senior Staffing Consultant for traveling Nurses and Therapist
Industry Staffing and Recruiting
Experience
USI Consulting Group September 2015 - Present
IPI Travel 2014 - September 2015
Lincoln Financial Group February 2006 - January 2014
Lincoln Financial Group September 2001 - January 2006
Skills
Insurance, Employee Benefits, Disability Insurance, Life Insurance, Customer Service, New Business Development, Competitive Analysis, Health Insurance, Term Life Insurance, Customer Retention, Call Centers, Sales, Negotiation, Account Management, Business Planning, Underwriting, Benefits Administration, Leadership
Education
University of Phoenix 2014 — 2016
Bachelor of Technology (B.Tech.), Computer Science
Ivy Tech Community College 2008 — 2013
Associate of Science (AS), Computer Programming
Ivy Tech Community College 2008 — 2012
Applied Science, Computer Technology- Web Management
USI Consulting Group September 2015 - Present
IPI Travel 2014 - September 2015
Lincoln Financial Group February 2006 - January 2014
Lincoln Financial Group September 2001 - January 2006
Skills
Insurance, Employee Benefits, Disability Insurance, Life Insurance, Customer Service, New Business Development, Competitive Analysis, Health Insurance, Term Life Insurance, Customer Retention, Call Centers, Sales, Negotiation, Account Management, Business Planning, Underwriting, Benefits Administration, Leadership
Education
University of Phoenix 2014 — 2016
Bachelor of Technology (B.Tech.), Computer Science
Ivy Tech Community College 2008 — 2013
Associate of Science (AS), Computer Programming
Ivy Tech Community College 2008 — 2012
Applied Science, Computer Technology- Web Management
Jeffrey Ferraro's USI Consulting Group Experience February 2012 - Present
Job Investment Analyst at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group February 2012 - Present
USI Consulting Group February 2011 - Present
The Bank of New York Mellon Corporation January 2011 - February 2011
Skills
Mutual Funds, Asset Allocation, Investments
Education
Middlebury College 2006 — 2010
Bachelors of the Arts, International Politics & Economics
Choate Rosemary Hall 2001 — 2005
IE Business School
Master of Business Administration (M.B.A.), Global Business Studies
USI Consulting Group February 2012 - Present
USI Consulting Group February 2011 - Present
The Bank of New York Mellon Corporation January 2011 - February 2011
Skills
Mutual Funds, Asset Allocation, Investments
Education
Middlebury College 2006 — 2010
Bachelors of the Arts, International Politics & Economics
Choate Rosemary Hall 2001 — 2005
IE Business School
Master of Business Administration (M.B.A.), Global Business Studies
Abby Trifone's USI Consulting Group Experience February 2015 - Present
Job 401(k) Administrator at USI Consulting Group
Industry Retail
Experience
USI Consulting Group February 2015 - Present
Next Step Living October 2013 - February 2015
Accrete Group, LLC June 2013 - August 2013
Cheshire Community YMCA March 2010 - August 2013
Staples January 2011 - May 2013
Dunkin' Donuts August 2008 - October 2009
Skills
Sales, Time Management, Leadership, Microsoft Office, Customer Satisfaction, Microsoft Word, Microsoft Excel, Customer Service, Management, PowerPoint, Access
Education
The University of Connecticut School of Business 2010 — 2014
Business Management - International Business
USI Consulting Group February 2015 - Present
Next Step Living October 2013 - February 2015
Accrete Group, LLC June 2013 - August 2013
Cheshire Community YMCA March 2010 - August 2013
Staples January 2011 - May 2013
Dunkin' Donuts August 2008 - October 2009
Skills
Sales, Time Management, Leadership, Microsoft Office, Customer Satisfaction, Microsoft Word, Microsoft Excel, Customer Service, Management, PowerPoint, Access
Education
The University of Connecticut School of Business 2010 — 2014
Business Management - International Business
Scott Wings's USI Consulting Group Experience October 2008 - Present
Job IT risk manager at Logitech
Industry Computer & Network Security
Experience
Acision October 2009 - Present
Applied Materials October 2009 - Present
Google June 2009 - Present
Raytheon Missile Systems May 2009 - Present
Celestica May 2009 - Present
USI Consulting Group October 2008 - Present
Inspur Worldwide Services October 2008 - Present
Infineon Technologies October 2008 - Present
Agfa September 2008 - Present
Infineon Raceway August 2008 - Present
Education
Ferris State University
M.S.C.S., Computer and Network security
Acision October 2009 - Present
Applied Materials October 2009 - Present
Google June 2009 - Present
Raytheon Missile Systems May 2009 - Present
Celestica May 2009 - Present
USI Consulting Group October 2008 - Present
Inspur Worldwide Services October 2008 - Present
Infineon Technologies October 2008 - Present
Agfa September 2008 - Present
Infineon Raceway August 2008 - Present
Education
Ferris State University
M.S.C.S., Computer and Network security
Joy Guber's USI Consulting Group Experience August 1988 - Present
Job senior actuarial consultant at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group August 1988 - Present
Skills
Retirement, Excel, Actuarial, Word, Valuation, Actuarial Science, Microsoft Excel, Employee Benefits, Investments, Pensions, Insurance, Defined Benefit, 401k, Financial Analysis, Pension Administration, Mutual Funds, Financial Services
Education
Brooklyn College
BS, MATH
USI Consulting Group August 1988 - Present
Skills
Retirement, Excel, Actuarial, Word, Valuation, Actuarial Science, Microsoft Excel, Employee Benefits, Investments, Pensions, Insurance, Defined Benefit, 401k, Financial Analysis, Pension Administration, Mutual Funds, Financial Services
Education
Brooklyn College
BS, MATH
Daniel Grosso's USI Consulting Group Experience April 2012 - Present
Job Actuarial Analyst at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group April 2012 - Present
Howard Hanna January 2012 - April 2012
Skills
Financial Analysis, Accounting, Financial Accounting, Account Reconciliation, Microsoft Excel, Financial Statements, Microsoft Word
Education
Seton Hill University 2007 — 2011
Bachelor's degree, Actuarial Science
Peters Township High School
USI Consulting Group April 2012 - Present
Howard Hanna January 2012 - April 2012
Skills
Financial Analysis, Accounting, Financial Accounting, Account Reconciliation, Microsoft Excel, Financial Statements, Microsoft Word
Education
Seton Hill University 2007 — 2011
Bachelor's degree, Actuarial Science
Peters Township High School
Gina Palm's USI Consulting Group Experience October 2007 - Present
Job Paralegal at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group October 2007 - Present
Superior Closing Services December 2003 - October 2007
Principal Financial Group October 2000 - December 2003
Education
Hamden High School
Southern Connecticut State University
USI Consulting Group October 2007 - Present
Superior Closing Services December 2003 - October 2007
Principal Financial Group October 2000 - December 2003
Education
Hamden High School
Southern Connecticut State University
Tem Miller's USI Consulting Group Experience 2003 - 2006
Job
Industry Financial Services
Experience
AXA Equitable March 2012 - Present
The Standard January 2010 - December 2012
OneAmerica Financial Partners Inc. 2007 - 2010
USI Consulting Group 2003 - 2006
Skills
Series 7, 401k, Series 6, Fixed Annuities, Life Insurance, Retirement, Retirement Planning, Insurance, Disability Insurance, Investments, Health Insurance, Strategic Financial..., Securities
Education
The University of Tennessee at Chattanooga 1987 — 1990
Master's degree studies, Finance, General
Sewanee-The University of the South 1968 — 1972
Bachelor of Arts (B.A.), Economics, 3.0
AXA Equitable March 2012 - Present
The Standard January 2010 - December 2012
OneAmerica Financial Partners Inc. 2007 - 2010
USI Consulting Group 2003 - 2006
Skills
Series 7, 401k, Series 6, Fixed Annuities, Life Insurance, Retirement, Retirement Planning, Insurance, Disability Insurance, Investments, Health Insurance, Strategic Financial..., Securities
Education
The University of Tennessee at Chattanooga 1987 — 1990
Master's degree studies, Finance, General
Sewanee-The University of the South 1968 — 1972
Bachelor of Arts (B.A.), Economics, 3.0
Ujas Patel's USI Consulting Group Experience July 2014 - November 2014
Job Loan Analyst 2 at PNC
Industry Retail
Experience
PNC December 2014 - Present
Walgreens December 2008 - Present
USI Consulting Group July 2014 - November 2014
Chubb Insurance October 2013 - July 2014
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Teamwork, Inventory Management, Merchandising, Data Entry
Education
Central Connecticut State University 2008 — 2013
Bachelor's degree, Psychology
East Hartford High School 2004 — 2008
PNC December 2014 - Present
Walgreens December 2008 - Present
USI Consulting Group July 2014 - November 2014
Chubb Insurance October 2013 - July 2014
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Teamwork, Inventory Management, Merchandising, Data Entry
Education
Central Connecticut State University 2008 — 2013
Bachelor's degree, Psychology
East Hartford High School 2004 — 2008
Charlotte Gara's USI Consulting Group Experience 2014 - 2015
Job Group Insurance Benefits Professional
Industry Insurance
Experience
USI Consulting Group 2014 - 2015
Aetna 2011 - 2013
UnitedHealth Group 2003 - 2011
Skills
Insurance, Underwriting, Health Insurance, Employee Benefits, General Insurance, Account Management, Management, Brokers, Claim, Legal Liability, Disability Insurance, Claims Management, Risk Management, Sales
Education
Earlham College
Bachelor of Arts (B.A.)
Queens College
Masters in Library Science (M.L.S.), Library and Information Science
USI Consulting Group 2014 - 2015
Aetna 2011 - 2013
UnitedHealth Group 2003 - 2011
Skills
Insurance, Underwriting, Health Insurance, Employee Benefits, General Insurance, Account Management, Management, Brokers, Claim, Legal Liability, Disability Insurance, Claims Management, Risk Management, Sales
Education
Earlham College
Bachelor of Arts (B.A.)
Queens College
Masters in Library Science (M.L.S.), Library and Information Science
Amy Muller's USI Consulting Group Experience October 2005 - July 2008
Job Applications Support Programmer Analyst II (EDI) at BMC HealthNet Plan/WellSense Plan
Industry Information Technology and Services
Experience
BMC HealthNet Plan/Well Sense Health Plan June 2015 - Present
USI Insurance Services July 2008 - June 2015
USI Consulting Group October 2005 - July 2008
USI Consulting Group October 2001 - October 2005
Skills
C#, Visual Basic, .NET, VBA, Microsoft Excel, Microsoft Access, HIPAA 834, XML, HTML, Transact SQL, File Transfer, Employee Benefits
Education
State University of New York at Albany 1997 — 2001
Bachelor's Degree, Actuarial Science and Mathematics
BMC HealthNet Plan/Well Sense Health Plan June 2015 - Present
USI Insurance Services July 2008 - June 2015
USI Consulting Group October 2005 - July 2008
USI Consulting Group October 2001 - October 2005
Skills
C#, Visual Basic, .NET, VBA, Microsoft Excel, Microsoft Access, HIPAA 834, XML, HTML, Transact SQL, File Transfer, Employee Benefits
Education
State University of New York at Albany 1997 — 2001
Bachelor's Degree, Actuarial Science and Mathematics
Laura (Young) Keane's USI Consulting Group Experience July 2001 - November 2007
Job Senior Business Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Perficient September 2013 - November 2014
Fidelity Investments December 2007 - August 2013
USI Consulting Group July 2001 - November 2007
Skills
Actuarial Science, Defined Benefit, Pensions, Risk Management, Retirement, Financial Services
Education
Loyola University Maryland 1997 — 2001
TIAA-CREF November 2014 - Present
Perficient September 2013 - November 2014
Fidelity Investments December 2007 - August 2013
USI Consulting Group July 2001 - November 2007
Skills
Actuarial Science, Defined Benefit, Pensions, Risk Management, Retirement, Financial Services
Education
Loyola University Maryland 1997 — 2001
Marc Keating's USI Consulting Group Experience September 2010 - Present
Job Staff Consultant at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group September 2010 - Present
United States Air Force April 2004 - January 2008
Education
Central Connecticut State University 2008 — 2010
Bachelor of Science (BS), Mathematics
Community College of the Air Force 2006 — 2008
Associate's degree, Munitions Systems/Ordinance Technology
USI Consulting Group September 2010 - Present
United States Air Force April 2004 - January 2008
Education
Central Connecticut State University 2008 — 2010
Bachelor of Science (BS), Mathematics
Community College of the Air Force 2006 — 2008
Associate's degree, Munitions Systems/Ordinance Technology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY