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
USI Consulting Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at USI Consulting Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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USI Consulting Group Employees
Employee
Years
Job
Industry
Tina Clark Beamon Tina Clark Beamon's USI Consulting Group Experience July 2005 - March 2007
Job Director and Senior Counsel II at Boehringer Ingelheim
Industry Pharmaceuticals
Experience
Boehringer Ingelheim November 2011 - Present
Boehringer Ingelheim March 2009 - November 2011
Boehringer Ingelheim March 2007 - March 2009
USI Consulting Group July 2005 - March 2007
Amistad Academy January 2004 - June 2005
CIGNA October 2002 - December 2003
Neubert, Pepe & Monteith, P.C. January 2001 - October 2002
Wiggin and Dana LLP 1998 - 2001
Skills
Regulatory Affairs, Corporate Law, Pharmaceutical Industry, Employment Law, Corporate Governance, Legal Research, Product Liability, FDA, Legal Writing, Contract Negotiation, Contract Management, Nonprofits, Foundations, Advertising Law, Healthcare, Intellectual Property, Government, Legal Compliance, Leadership, Trademarks, Mediation, Cross-functional Team...
Education
Washington and Lee University School of Law 1994 — 1997
Juris Doctorate, Law
University of Connecticut 1990 — 1994
BA, Psychology
Boehringer Ingelheim November 2011 - Present
Boehringer Ingelheim March 2009 - November 2011
Boehringer Ingelheim March 2007 - March 2009
USI Consulting Group July 2005 - March 2007
Amistad Academy January 2004 - June 2005
CIGNA October 2002 - December 2003
Neubert, Pepe & Monteith, P.C. January 2001 - October 2002
Wiggin and Dana LLP 1998 - 2001
Skills
Regulatory Affairs, Corporate Law, Pharmaceutical Industry, Employment Law, Corporate Governance, Legal Research, Product Liability, FDA, Legal Writing, Contract Negotiation, Contract Management, Nonprofits, Foundations, Advertising Law, Healthcare, Intellectual Property, Government, Legal Compliance, Leadership, Trademarks, Mediation, Cross-functional Team...
Education
Washington and Lee University School of Law 1994 — 1997
Juris Doctorate, Law
University of Connecticut 1990 — 1994
BA, Psychology
Megan Farris's USI Consulting Group Experience July 2006 - Present
Job Actuarial Manager at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group July 2006 - Present
Skills
Defined Benefit, Employee Benefits, Pensions, Retirement, 401k, Actuarial Science, Actuaries
Education
University of Connecticut 2002 — 2006
Bachelor of Arts (BA), Actuarial Science and Economics
USI Consulting Group July 2006 - Present
Skills
Defined Benefit, Employee Benefits, Pensions, Retirement, 401k, Actuarial Science, Actuaries
Education
University of Connecticut 2002 — 2006
Bachelor of Arts (BA), Actuarial Science and Economics
Michael Wyman Michael Wyman's USI Consulting Group Experience July 2014 - Present
Job Relationship Manager, Retirement Plan Specialist
Industry Financial Services
Experience
USI Consulting Group July 2014 - Present
Derby & Company, Inc. 2010 - 2013
Commonwealth Financial Network 2006 - 2010
Charles Schwab 2003 - 2006
Fidelity Investments 1998 - 2003
Skills
Retirement, Investment Products, Financial Planning, Employee Benefits, Customer Relations, Investment Strategies, Pensions, Asset Allocation, Mutual Funds, Retirement Planning, ERISA, Investment Advisory, Relationship Management, Customer Service, Customer Retention, Cross Selling, Investments
Education
University of Maine
BA, Mathematics
USI Consulting Group July 2014 - Present
Derby & Company, Inc. 2010 - 2013
Commonwealth Financial Network 2006 - 2010
Charles Schwab 2003 - 2006
Fidelity Investments 1998 - 2003
Skills
Retirement, Investment Products, Financial Planning, Employee Benefits, Customer Relations, Investment Strategies, Pensions, Asset Allocation, Mutual Funds, Retirement Planning, ERISA, Investment Advisory, Relationship Management, Customer Service, Customer Retention, Cross Selling, Investments
Education
University of Maine
BA, Mathematics
Kwame Dunbar's USI Consulting Group Experience July 2014 - October 2014
Job Actuarial Student
Industry Financial Services
Experience
USI Consulting Group July 2014 - October 2014
Sikorsky Aircraft May 2013 - August 2013
Sikorsky Aircraft May 2012 - August 2012
Sikorsky Aircraft June 2011 - August 2011
Skills
Statistics, PowerPoint, Engineering, Actuarial Science, Aerospace, Catia, Microsoft Word, Probability, Matlab, VBA, Visual Basic, Insurance, Microsoft Excel, SAS programming, R, ProVal
Education
University of Connecticut 2010 — 2014
Bachelor's Degree, Actuarial Science
USI Consulting Group July 2014 - October 2014
Sikorsky Aircraft May 2013 - August 2013
Sikorsky Aircraft May 2012 - August 2012
Sikorsky Aircraft June 2011 - August 2011
Skills
Statistics, PowerPoint, Engineering, Actuarial Science, Aerospace, Catia, Microsoft Word, Probability, Matlab, VBA, Visual Basic, Insurance, Microsoft Excel, SAS programming, R, ProVal
Education
University of Connecticut 2010 — 2014
Bachelor's Degree, Actuarial Science
Steven Vernale's USI Consulting Group Experience May 2000 - January 2003
Job Police Officer at Town of Granby, Connecticut
Industry Law Enforcement
Experience
Granby Police Department June 2014 - Present
Granby Police Department December 2008 - Present
The Hartford June 2006 - December 2008
Benefits Consulting Group April 2003 - June 2006
USI Consulting Group May 2000 - January 2003
The Hartford May 1999 - May 2000
Skills
Criminal Investigations, Public Safety, First Aid, Patrol, Cpr Certified, First Responder, AED, Police, Investigation, Criminal Justice, Background Checks, Enforcement, Taser, Traffic Enforcement, Evidence Collection, Field Training Officer, Field Training, Accident Reconstruction, Law Enforcement
Education
Westfield State University 2012 — 2015
Master of Public Administration (MPA), Criminal Justice/Law Enforcement Administration
University of Connecticut 1995 — 1999
Bachelor of Arts (BA), Communication Sciences
Granby Police Department June 2014 - Present
Granby Police Department December 2008 - Present
The Hartford June 2006 - December 2008
Benefits Consulting Group April 2003 - June 2006
USI Consulting Group May 2000 - January 2003
The Hartford May 1999 - May 2000
Skills
Criminal Investigations, Public Safety, First Aid, Patrol, Cpr Certified, First Responder, AED, Police, Investigation, Criminal Justice, Background Checks, Enforcement, Taser, Traffic Enforcement, Evidence Collection, Field Training Officer, Field Training, Accident Reconstruction, Law Enforcement
Education
Westfield State University 2012 — 2015
Master of Public Administration (MPA), Criminal Justice/Law Enforcement Administration
University of Connecticut 1995 — 1999
Bachelor of Arts (BA), Communication Sciences
Craig Malan Craig Malan's USI Consulting Group Experience September 2013 - May 2014
Job Actuarial Student at Travelers
Industry Insurance
Experience
Travelers Bond & Specialty Insurance May 2014 - Present
USI Consulting Group September 2013 - May 2014
Solium Capital August 2011 - September 2013
Babies R Us August 2004 - July 2011
Skills
Customer Service, Microsoft Excel, Troubleshooting, Financial Reporting, Training, Mathematical Analysis, Financial Modeling, Team Leadership, Sales, Business Analysis, Data Analysis, Leadership, Databases, ProVal, Coaching, SAS, SQL, Financial Analysis, Management, Project Management
Education
The University of Connecticut 2006 — 2010
BA, Mathematics
Travelers Bond & Specialty Insurance May 2014 - Present
USI Consulting Group September 2013 - May 2014
Solium Capital August 2011 - September 2013
Babies R Us August 2004 - July 2011
Skills
Customer Service, Microsoft Excel, Troubleshooting, Financial Reporting, Training, Mathematical Analysis, Financial Modeling, Team Leadership, Sales, Business Analysis, Data Analysis, Leadership, Databases, ProVal, Coaching, SAS, SQL, Financial Analysis, Management, Project Management
Education
The University of Connecticut 2006 — 2010
BA, Mathematics
Annette Ruchwa's USI Consulting Group Experience 2011 - July 2012
Job Human Resources Generalist
Industry Human Resources
Experience
COCC July 2012 - Present
USI Consulting Group 2011 - July 2012
Verve Professional Services 2010 - 2010
Bernie's 2005 - 2010
Environmental Systems Products 2000 - 2005
Envirotest 1999 - 2000
Dunbar Armored July 1997 - July 1999
Skills
Employee Relations, Employee Benefits, Benefits Administration, Deferred Compensation, Onboarding, Workers Compensation, Policy, Recruiting, Coaching, Performance Management, Talent Acquisition, Succession Planning, Team Building, PeopleSoft, New Hire Orientations, Human Resources, Change Management, Payroll, Customer Service, ADP Payroll, Organizational..., Talent Management, Personnel Management, HR Policies, HRIS, FMLA, Employee Engagement, Applicant Tracking..., Training, Labor Relations, COBRA, Workforce Planning, Employment Law, Leadership Development, Interviews, Hiring, Employee Training, Benefits Negotiation, 401k, College Recruiting, Open Enrollment, Leadership, Internet Recruiting, Organizational..., Legal Compliance, Temporary Placement, Technical Recruiting, Vendor Management, Conflict Resolution, Taleo
Education
University of Hartford
Bachelor's degree, Communication, General
COCC July 2012 - Present
USI Consulting Group 2011 - July 2012
Verve Professional Services 2010 - 2010
Bernie's 2005 - 2010
Environmental Systems Products 2000 - 2005
Envirotest 1999 - 2000
Dunbar Armored July 1997 - July 1999
Skills
Employee Relations, Employee Benefits, Benefits Administration, Deferred Compensation, Onboarding, Workers Compensation, Policy, Recruiting, Coaching, Performance Management, Talent Acquisition, Succession Planning, Team Building, PeopleSoft, New Hire Orientations, Human Resources, Change Management, Payroll, Customer Service, ADP Payroll, Organizational..., Talent Management, Personnel Management, HR Policies, HRIS, FMLA, Employee Engagement, Applicant Tracking..., Training, Labor Relations, COBRA, Workforce Planning, Employment Law, Leadership Development, Interviews, Hiring, Employee Training, Benefits Negotiation, 401k, College Recruiting, Open Enrollment, Leadership, Internet Recruiting, Organizational..., Legal Compliance, Temporary Placement, Technical Recruiting, Vendor Management, Conflict Resolution, Taleo
Education
University of Hartford
Bachelor's degree, Communication, General
Bill Tremko Bill Tremko's USI Consulting Group Experience July 2009 - Present
Job President and CEO of USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group July 2009 - Present
Skills
Retirement, Investment Advisory, Defined Benefit, Pensions, Retirement Services, 401k, Annuities, Retirement Planning, Series 65, Annuity, Series 7, Plan Design, Funding, ERISA, Pension Administration, Investment Policy, Asset Allocation, Actuarial, Defined Contribution, Retirement Plan..., Fixed Annuities, Actuarial Science, Profit Sharing, Insurance, Business Planning, Investments
Education
The University of Connecticut
BS, Mathematics
USI Consulting Group July 2009 - Present
Skills
Retirement, Investment Advisory, Defined Benefit, Pensions, Retirement Services, 401k, Annuities, Retirement Planning, Series 65, Annuity, Series 7, Plan Design, Funding, ERISA, Pension Administration, Investment Policy, Asset Allocation, Actuarial, Defined Contribution, Retirement Plan..., Fixed Annuities, Actuarial Science, Profit Sharing, Insurance, Business Planning, Investments
Education
The University of Connecticut
BS, Mathematics
Tracey Goldman Tracey Goldman's USI Consulting Group Experience April 2014 - December 2014
Job Staff Consultant at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group April 2014 - December 2014
Berkshire Bank CBT Region April 2012 - August 2013
The Connecticut Bank & Trust Company October 2008 - April 2012
Bank of America October 2007 - September 2008
The Connecticut Bank & Trust Company March 2004 - September 2007
Skills
Mortgage Banking, Superior Client Service, Consultative Sales..., Negotiation, Inside Sales, Branch Management, Vendor Relationships, Start-up Environment, New Service Introduction
Education
The University of Connecticut
BS, Business, Marketing
USI Consulting Group April 2014 - December 2014
Berkshire Bank CBT Region April 2012 - August 2013
The Connecticut Bank & Trust Company October 2008 - April 2012
Bank of America October 2007 - September 2008
The Connecticut Bank & Trust Company March 2004 - September 2007
Skills
Mortgage Banking, Superior Client Service, Consultative Sales..., Negotiation, Inside Sales, Branch Management, Vendor Relationships, Start-up Environment, New Service Introduction
Education
The University of Connecticut
BS, Business, Marketing
Karen McDonough Karen McDonough's USI Consulting Group Experience February 2009 - Present
Job Chief Legal Officer & ERISA Attorney at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group February 2009 - Present
Robinson & Cole LLP November 2006 - February 2009
State of Connecticut Office of the State Comptroller November 1987 - November 2006
Skills
ERISA, Employee Benefits, Retirement, Insurance, Securities, Employment Law, Financial Services, 401k, Mutual Funds, Due Diligence, Pensions, Investments, Mergers & Acquisitions
Education
Western New England College School of Law 1990 — 1994
Doctor of Law (J.D.)
The University of Connecticut 1981 — 1985
Bachelor of Science (B.S.), Psychology
USI Consulting Group February 2009 - Present
Robinson & Cole LLP November 2006 - February 2009
State of Connecticut Office of the State Comptroller November 1987 - November 2006
Skills
ERISA, Employee Benefits, Retirement, Insurance, Securities, Employment Law, Financial Services, 401k, Mutual Funds, Due Diligence, Pensions, Investments, Mergers & Acquisitions
Education
Western New England College School of Law 1990 — 1994
Doctor of Law (J.D.)
The University of Connecticut 1981 — 1985
Bachelor of Science (B.S.), Psychology
Gerry de Labry Gerry de Labry's USI Consulting Group Experience September 2013 - Present
Job Vice President Retirement Plan Services at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group September 2013 - Present
ING U.S. Investment Management January 2009 - January 2013
ING Investment Management January 2000 - January 2009
Aeltus Investment Management January 1993 - January 2000
Aetna January 1979 - January 1993
MetLife January 1978 - January 1979
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Equities, Fixed Income, Business Relationship..., Manage Client..., Sales Management, Relationship Management, Investment Advisory, Retirement Planning, Pensions, CRM, Investment Management, Asset Management, Investments, Portfolio Management, Securities
Education
University of New Hampshire 1974 — 1978
Bachelor of Arts (BA), Managerial Economics
USI Consulting Group September 2013 - Present
ING U.S. Investment Management January 2009 - January 2013
ING Investment Management January 2000 - January 2009
Aeltus Investment Management January 1993 - January 2000
Aetna January 1979 - January 1993
MetLife January 1978 - January 1979
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Equities, Fixed Income, Business Relationship..., Manage Client..., Sales Management, Relationship Management, Investment Advisory, Retirement Planning, Pensions, CRM, Investment Management, Asset Management, Investments, Portfolio Management, Securities
Education
University of New Hampshire 1974 — 1978
Bachelor of Arts (BA), Managerial Economics
Stephen Wierbonics, CAIA, CIMA Stephen Wierbonics, CAIA, CIMA's USI Consulting Group Experience 2008 - January 2011
Job Investment Professional
Industry Financial Services
Experience
Hartford Funds January 2011 - Present
USI Consulting Group 2008 - January 2011
Skills
Investments, Research, Investment Advisory, Alternative Investments, Alternative Investment..., Investment Management, Investment Strategies, Financial Reporting, Morningstar Direct, FactSet Research Systems, Zephyr Style Advisor, eVestment Alliance, MPI Stylus, Mutual Funds, Investment Research, Market Research, Investment Consulting, Certified Investment..., Chartered Alternative..., CIMA, CAIA, Board of Directors..., Investment Manager Due..., Investment Analytics, Investment Leadership, Due Diligence, Investment Reporting
Education
The University of Connecticut
Bachelor of Science
Hartford Funds January 2011 - Present
USI Consulting Group 2008 - January 2011
Skills
Investments, Research, Investment Advisory, Alternative Investments, Alternative Investment..., Investment Management, Investment Strategies, Financial Reporting, Morningstar Direct, FactSet Research Systems, Zephyr Style Advisor, eVestment Alliance, MPI Stylus, Mutual Funds, Investment Research, Market Research, Investment Consulting, Certified Investment..., Chartered Alternative..., CIMA, CAIA, Board of Directors..., Investment Manager Due..., Investment Analytics, Investment Leadership, Due Diligence, Investment Reporting
Education
The University of Connecticut
Bachelor of Science
Kenneth Conte's USI Consulting Group Experience October 2013 - June 2014
Job Risk Analyst
Industry Banking
Experience
Itaú Unibanco June 2014 - 2015
USI Consulting Group October 2013 - June 2014
Student Investment/ Hedge Fund January 2013 - May 2013
UBS Wealth Management June 2012 - September 2012
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Data Analysis, Event Planning, Statistics, Teaching, Customer Service, Marketing, Leadership, Teamwork, Investments, Financial Analysis, Analysis
Education
University of Rhode Island - College of Business Administration 2009 — 2013
Bachelor of Science (B.S.), Finance
Itaú Unibanco June 2014 - 2015
USI Consulting Group October 2013 - June 2014
Student Investment/ Hedge Fund January 2013 - May 2013
UBS Wealth Management June 2012 - September 2012
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Data Analysis, Event Planning, Statistics, Teaching, Customer Service, Marketing, Leadership, Teamwork, Investments, Financial Analysis, Analysis
Education
University of Rhode Island - College of Business Administration 2009 — 2013
Bachelor of Science (B.S.), Finance
Tom Dennis's USI Consulting Group Experience August 2010 - June 2011
Job Director, DC Implementation at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services April 2014 - Present
New York Life Insurance Company March 2014 - April 2014
LIMRA February 2013 - March 2014
USI Consulting Group August 2010 - June 2011
Fidelity Investments February 2007 - February 2009
Fidelity Investments January 2006 - February 2007
Fidelity Investments 2003 - 2006
Skills
Defined Contribution, Cross-functional Team..., Financial Services, Retirement, Change Management, Vendor Management, Project Management, Management, Retirement Planning, Talent Management, Performance Management, Human Resources, Mutual Funds, Series 63, Series 7, FINRA
Education
University of Hartford 1994 — 2000
MBA, Finance
University of Connecticut 1987 — 1990
BA, Economics
John Hancock Financial Services April 2014 - Present
New York Life Insurance Company March 2014 - April 2014
LIMRA February 2013 - March 2014
USI Consulting Group August 2010 - June 2011
Fidelity Investments February 2007 - February 2009
Fidelity Investments January 2006 - February 2007
Fidelity Investments 2003 - 2006
Skills
Defined Contribution, Cross-functional Team..., Financial Services, Retirement, Change Management, Vendor Management, Project Management, Management, Retirement Planning, Talent Management, Performance Management, Human Resources, Mutual Funds, Series 63, Series 7, FINRA
Education
University of Hartford 1994 — 2000
MBA, Finance
University of Connecticut 1987 — 1990
BA, Economics
Frederica Daniels's USI Consulting Group Experience June 1996 - Present
Job Vice President & Managing Actuary at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group June 1996 - Present
Skills
Actuarial Science, Pensions, Defined Benefit, Retirement, Pension Administration, Fixed Annuities, Employee Benefits, Insurance, Profit Sharing, ERISA, 401k, Investments, Retirement Plan..., Actuarial Consulting, Actuaries, Financial Services, Asset Allocation, Retirement Planning, Qualified Retirement..., Management, Consulting, Risk Management, Benefits Administration, Pension Funds
Education
University of Hartford 1992 — 1996
BSBA, Actuarial Science
Sacred Heart Academy 1988 — 1992
High School, Honors Student (4 Years)
USI Consulting Group June 1996 - Present
Skills
Actuarial Science, Pensions, Defined Benefit, Retirement, Pension Administration, Fixed Annuities, Employee Benefits, Insurance, Profit Sharing, ERISA, 401k, Investments, Retirement Plan..., Actuarial Consulting, Actuaries, Financial Services, Asset Allocation, Retirement Planning, Qualified Retirement..., Management, Consulting, Risk Management, Benefits Administration, Pension Funds
Education
University of Hartford 1992 — 1996
BSBA, Actuarial Science
Sacred Heart Academy 1988 — 1992
High School, Honors Student (4 Years)
Keith Montgomery's USI Consulting Group Experience June 2006 - January 2008
Job Executive Search Consultant at KellyOCG
Industry Financial Services
Experience
KellyOCG September 2013 - Present
SS&C Technologies January 2012 - September 2013
Accenture December 2010 - December 2011
Travelers Insurance December 2009 - December 2010
SWM Services, LLC January 2006 - November 2009
MassMutual January 2008 - August 2008
USI Consulting Group June 2006 - January 2008
Computer Professional Staffing December 1997 - December 2000
Skills
Recruiting, Sourcing, College Recruiting, Human Resources
Education
University of Maryland Baltimore 1994 — 1997
AS, Computer Science
KellyOCG September 2013 - Present
SS&C Technologies January 2012 - September 2013
Accenture December 2010 - December 2011
Travelers Insurance December 2009 - December 2010
SWM Services, LLC January 2006 - November 2009
MassMutual January 2008 - August 2008
USI Consulting Group June 2006 - January 2008
Computer Professional Staffing December 1997 - December 2000
Skills
Recruiting, Sourcing, College Recruiting, Human Resources
Education
University of Maryland Baltimore 1994 — 1997
AS, Computer Science
Dan Ron's USI Consulting Group Experience June 2007 - October 2010
Job Quality Manager at Airxchange
Industry Environmental Services
Experience
Airxchange April 2014 - Present
GE Aviation August 2013 - January 2014
Satellite Tool & Machine September 2012 - August 2013
TTM Technologies October 2010 - September 2012
USI Consulting Group June 2007 - October 2010
Skills
Microsoft Office, Microsoft Excel, SPC, Data Analysis, Process Improvement, Analysis, Cross-functional Team..., Six Sigma, Project Management, SQL, Program Management, PowerPoint, Product Development, Quality Assurance, Microsoft Word, Process Engineering, Electronics, Employee Benefits, Continuous Improvement, Management
Education
University of Massachusetts, Amherst 2003 — 2008
Bachelor of Science (B.S.), Mathematics and Statistics
Airxchange April 2014 - Present
GE Aviation August 2013 - January 2014
Satellite Tool & Machine September 2012 - August 2013
TTM Technologies October 2010 - September 2012
USI Consulting Group June 2007 - October 2010
Skills
Microsoft Office, Microsoft Excel, SPC, Data Analysis, Process Improvement, Analysis, Cross-functional Team..., Six Sigma, Project Management, SQL, Program Management, PowerPoint, Product Development, Quality Assurance, Microsoft Word, Process Engineering, Electronics, Employee Benefits, Continuous Improvement, Management
Education
University of Massachusetts, Amherst 2003 — 2008
Bachelor of Science (B.S.), Mathematics and Statistics
Steve Schuberth's USI Consulting Group Experience October 2008 - August 2009
Job Director of Product Management at Prudential Financial
Industry Financial Services
Experience
Prudential Financial January 2011 - Present
Prudential Retirement Services March 2010 - December 2010
USI Consulting Group October 2008 - August 2009
MassMutual 1997 - 2008
Education
University of Hartford 1986 — 1989
MBA, Management and Finance
The University of Connecticut 1976 — 1980
BS in Business Administration, Insurance Major
Prudential Financial January 2011 - Present
Prudential Retirement Services March 2010 - December 2010
USI Consulting Group October 2008 - August 2009
MassMutual 1997 - 2008
Education
University of Hartford 1986 — 1989
MBA, Management and Finance
The University of Connecticut 1976 — 1980
BS in Business Administration, Insurance Major
Michael T. Upshur's USI Consulting Group Experience April 2012 - March 2013
Job Transition Manager at OneAmerica
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. July 2014 - Present
ASPire Financial Services, LLC March 2013 - July 2014
USI Consulting Group April 2012 - March 2013
EPIC Advisors, Inc. December 2009 - February 2012
Wachovia Retirement Services June 2008 - November 2009
Wachovia August 2006 - June 2008
Towers Perrin October 2005 - August 2006
BISYS Retirement Services January 2004 - September 2005
GoInternet.com August 2003 - January 2004
Vanguard Group January 2001 - August 2003
Skills
Retirement, Project Management, ERISA, 401k, Relationship Management, Management, Leadership, Consulting, Coaching, Public Speaking, Training, Compliance, Microsoft Excel, Defined Contribution, Investments, Risk Management, Mutual Funds, Retirement Planning, Pensions, Analysis, Access, Business Planning, Series 63, Series 6, PowerPoint, Human Resources, Microsoft Word, Microsoft Powerpoint
Education
University of Pennsylvania 1992 — 1996
of Arts and Sciences Bachelors of Arts, International Relations
University City High School 1988 — 1992
Diploma, Mathematics & Sciences Magnet Program
OneAmerica Financial Partners Inc. July 2014 - Present
ASPire Financial Services, LLC March 2013 - July 2014
USI Consulting Group April 2012 - March 2013
EPIC Advisors, Inc. December 2009 - February 2012
Wachovia Retirement Services June 2008 - November 2009
Wachovia August 2006 - June 2008
Towers Perrin October 2005 - August 2006
BISYS Retirement Services January 2004 - September 2005
GoInternet.com August 2003 - January 2004
Vanguard Group January 2001 - August 2003
Skills
Retirement, Project Management, ERISA, 401k, Relationship Management, Management, Leadership, Consulting, Coaching, Public Speaking, Training, Compliance, Microsoft Excel, Defined Contribution, Investments, Risk Management, Mutual Funds, Retirement Planning, Pensions, Analysis, Access, Business Planning, Series 63, Series 6, PowerPoint, Human Resources, Microsoft Word, Microsoft Powerpoint
Education
University of Pennsylvania 1992 — 1996
of Arts and Sciences Bachelors of Arts, International Relations
University City High School 1988 — 1992
Diploma, Mathematics & Sciences Magnet Program
Kyle Cherry's USI Consulting Group Experience January 2010 - January 2011
Job Project Analyst at MWH Global
Industry Financial Services
Experience
MWH Global January 2014 - Present
MWH Global December 2011 - December 2013
MWH Global June 2011 - November 2011
USI Consulting Group January 2010 - January 2011
Frontroom Pizza April 2007 - December 2009
USI Consulting Group April 2006 - March 2007
Mountain States Karate I.B.B.A September 2002 - March 2006
Skills
Project Accounting, Actuarial Consulting, Budgets, Cash Flow Forecasting, Financial Reporting, Outlook, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Project Finance, Accounting, JD Edwards, Microsoft Word, Variance Analysis, Accruals, Revenue Recognition, Financial Audits, Account Reconciliation, Cash Flow, Journal Entries, Actuarial Science, Deltek, Employee Benefits, Retirement, Financial Accounting, Government Accounting, Expenses, Construction Accounting, Financial Forecasting, Cost Accounting, Statutory Accounting, Analysis, Finance
Education
University of Northern Colorado 1999 — 2005
Bachelor of Applied Science (B.A.Sc.), Applied Statistics
Red Rocks Community College 2000 — 2001
MWH Global January 2014 - Present
MWH Global December 2011 - December 2013
MWH Global June 2011 - November 2011
USI Consulting Group January 2010 - January 2011
Frontroom Pizza April 2007 - December 2009
USI Consulting Group April 2006 - March 2007
Mountain States Karate I.B.B.A September 2002 - March 2006
Skills
Project Accounting, Actuarial Consulting, Budgets, Cash Flow Forecasting, Financial Reporting, Outlook, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Project Finance, Accounting, JD Edwards, Microsoft Word, Variance Analysis, Accruals, Revenue Recognition, Financial Audits, Account Reconciliation, Cash Flow, Journal Entries, Actuarial Science, Deltek, Employee Benefits, Retirement, Financial Accounting, Government Accounting, Expenses, Construction Accounting, Financial Forecasting, Cost Accounting, Statutory Accounting, Analysis, Finance
Education
University of Northern Colorado 1999 — 2005
Bachelor of Applied Science (B.A.Sc.), Applied Statistics
Red Rocks Community College 2000 — 2001
Jason Zaprzalka's USI Consulting Group Experience May 2007 - December 2007
Job Associate Actuary at Humana Inc.
Industry Health, Wellness and Fitness
Experience
Humana March 2009 - Present
Healthnet January 2008 - February 2009
USI Consulting Group May 2007 - December 2007
Skills
Health Insurance, Underwriting, Claim, Financial Analysis, Process Improvement, Business Analysis, Employee Benefits, Risk Management, Medicare, Financial Reporting, Financial Modeling, Strategic Financial..., Microsoft Excel, Analysis, Microsoft Office, SAS Enterprise Guide, SAS programming, Actuaries, Insurance, SAS, Financial Planning, SAS Programming
Education
University of Connecticut 2003 — 2007
Bachelor of Arts (BA), Actuarial Science
Humana March 2009 - Present
Healthnet January 2008 - February 2009
USI Consulting Group May 2007 - December 2007
Skills
Health Insurance, Underwriting, Claim, Financial Analysis, Process Improvement, Business Analysis, Employee Benefits, Risk Management, Medicare, Financial Reporting, Financial Modeling, Strategic Financial..., Microsoft Excel, Analysis, Microsoft Office, SAS Enterprise Guide, SAS programming, Actuaries, Insurance, SAS, Financial Planning, SAS Programming
Education
University of Connecticut 2003 — 2007
Bachelor of Arts (BA), Actuarial Science
Kim Salter, CESCO's USI Consulting Group Experience July 1998 - May 2000
Job Consultant for ECA Risk Management
Industry Environmental Services
Experience
Nova Consulting Group, Inc. August 2015 - Present
ECA Risk Management September 2013 - Present
Environmental Risk Innovations (ERI) 2001 - February 2010
USI Consulting Group July 1998 - May 2000
Brooks Equipment 1994 - 1995
Skills
Due Diligence, Risk, Environmental, Customer Relations, Risk Management, Compliance, Analysis, Negotiation, Problem Solving, Banking, Environmental Impact..., Risk Assessment, Financial Risk, Environmental Awareness, Hazardous Waste..., Soil, Environmental Compliance, Environmental Consulting
Education
University of North Carolina at Charlotte 1993 — 1996
BS, Major in Criminal Justice minor in English
Spartanburg Methodist College 1991 — 1993
AS, Biology
Nova Consulting Group, Inc. August 2015 - Present
ECA Risk Management September 2013 - Present
Environmental Risk Innovations (ERI) 2001 - February 2010
USI Consulting Group July 1998 - May 2000
Brooks Equipment 1994 - 1995
Skills
Due Diligence, Risk, Environmental, Customer Relations, Risk Management, Compliance, Analysis, Negotiation, Problem Solving, Banking, Environmental Impact..., Risk Assessment, Financial Risk, Environmental Awareness, Hazardous Waste..., Soil, Environmental Compliance, Environmental Consulting
Education
University of North Carolina at Charlotte 1993 — 1996
BS, Major in Criminal Justice minor in English
Spartanburg Methodist College 1991 — 1993
AS, Biology
Diane Anderson's USI Consulting Group Experience May 2009 - October 2012
Job Senior Actuarial Consultant at Aetna
Industry Financial Services
Experience
Aetna September 2013 - Present
Aetna February 2012 - Present
USI Consulting Group May 2009 - October 2012
USI Consulting Group May 2007 - May 2009
Rogo Distributors September 2005 - May 2009
Aetna May 2005 - August 2005
Skills
Actuarial Science, Retirement, Defined Benefit
Education
University of Connecticut 2002 — 2007
Actuarial Science, Actuarial Science
Aetna September 2013 - Present
Aetna February 2012 - Present
USI Consulting Group May 2009 - October 2012
USI Consulting Group May 2007 - May 2009
Rogo Distributors September 2005 - May 2009
Aetna May 2005 - August 2005
Skills
Actuarial Science, Retirement, Defined Benefit
Education
University of Connecticut 2002 — 2007
Actuarial Science, Actuarial Science
Carol Renzi's USI Consulting Group Experience 2004 - 2008
Job Trusted Employee Benefit Consultant and Strategist
Industry Insurance
Experience
Strategic Benefit Solutions, Inc. September 2008 - Present
USI Consulting Group 2004 - 2008
Mercer August 1991 - April 2004
Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, Management, Underwriting, Negotiation, Medicare, Medicare Part D, Medicare Advantage, Health Care Reform, Regulations, Health Care..., Health Care Savings..., Health Insurance..., Life Insurance, Dental Insurance, Strategic Planning, Strategy, Leadership
Education
University of Pennsylvania - The Wharton School
CEBS
University of Massachusetts Dartmouth 1978 — 1982
Bacehelor of Arts Degree, Magna Cum Laude, Psychology
Strategic Benefit Solutions, Inc. September 2008 - Present
USI Consulting Group 2004 - 2008
Mercer August 1991 - April 2004
Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, Management, Underwriting, Negotiation, Medicare, Medicare Part D, Medicare Advantage, Health Care Reform, Regulations, Health Care..., Health Care Savings..., Health Insurance..., Life Insurance, Dental Insurance, Strategic Planning, Strategy, Leadership
Education
University of Pennsylvania - The Wharton School
CEBS
University of Massachusetts Dartmouth 1978 — 1982
Bacehelor of Arts Degree, Magna Cum Laude, Psychology
Matt Forman's USI Consulting Group Experience June 2006 - May 2009
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
USI Consulting Group June 2006 - May 2009
USI Consulting Group 2004 - 2006
USI Consulting Group June 2003 - June 2004
Skills
Investments, 401k, Asset Allocation, Series 7, Uniform Combined State..., Finance, Retirement Planning, Mutual Funds, Series 63, Retirement, Investment Advisory, Asset Management, Investment Strategies, Securities, Wealth Management
Education
University of Hartford 1999 — 2003
BSBA, Economics and Finance
Merrill Lynch June 2010 - Present
USI Consulting Group June 2006 - May 2009
USI Consulting Group 2004 - 2006
USI Consulting Group June 2003 - June 2004
Skills
Investments, 401k, Asset Allocation, Series 7, Uniform Combined State..., Finance, Retirement Planning, Mutual Funds, Series 63, Retirement, Investment Advisory, Asset Management, Investment Strategies, Securities, Wealth Management
Education
University of Hartford 1999 — 2003
BSBA, Economics and Finance
David Brisnehan's USI Consulting Group Experience February 2014 - Present
Job Vice President of Retirement Services and Director of Client Relations USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group February 2014 - Present
401(k) Advisors February 2012 - February 2014
Van Gilder Insurance Corporation September 2007 - January 2012
First Data Corporation March 2006 - September 2007
Accenture January 1999 - March 2005
Skills
Series 7, Finance, Project Management, Financial Analysis, Financial Modeling, Business Development, Financial Reporting, Corporate Finance, Portfolio Management, Forecasting, Strategic Planning, Microsoft Excel, Business Planning, Retirement Planning
Education
University of Colorado Boulder - Leeds School of Business 1994 — 1998
BS, Finance and Accounting
USI Consulting Group February 2014 - Present
401(k) Advisors February 2012 - February 2014
Van Gilder Insurance Corporation September 2007 - January 2012
First Data Corporation March 2006 - September 2007
Accenture January 1999 - March 2005
Skills
Series 7, Finance, Project Management, Financial Analysis, Financial Modeling, Business Development, Financial Reporting, Corporate Finance, Portfolio Management, Forecasting, Strategic Planning, Microsoft Excel, Business Planning, Retirement Planning
Education
University of Colorado Boulder - Leeds School of Business 1994 — 1998
BS, Finance and Accounting
Vera Mira's USI Consulting Group Experience March 2010 - October 2010
Job Manager, Product Development at Aetna
Industry Insurance
Experience
Aetna March 2014 - Present
Aetna March 2012 - March 2014
Brown & Brown October 2010 - March 2012
USI Consulting Group March 2010 - October 2010
Aon Consulting November 2006 - March 2010
Aetna November 2002 - November 2006
CIGNA September 1999 - November 2002
Skills
Health Insurance, Employee Benefits, Underwriting, New Business Development, Health Care Reform, Disability Insurance, Life & Health Insurance..., Customer Retention, Project Management, Medicare, International Health, Leadership, Presentations, Brokers, Account Management, Insurance, Strategy, Training, Process Improvement, Sales, Management, Claim, Managed Care, Health Savings Accounts
Education
University of Hartford 2003 — 2007
MBA, Marketing & Finance
University of Connecticut 1995 — 1999
Bachelor of Arts, International Health Management
Aetna March 2014 - Present
Aetna March 2012 - March 2014
Brown & Brown October 2010 - March 2012
USI Consulting Group March 2010 - October 2010
Aon Consulting November 2006 - March 2010
Aetna November 2002 - November 2006
CIGNA September 1999 - November 2002
Skills
Health Insurance, Employee Benefits, Underwriting, New Business Development, Health Care Reform, Disability Insurance, Life & Health Insurance..., Customer Retention, Project Management, Medicare, International Health, Leadership, Presentations, Brokers, Account Management, Insurance, Strategy, Training, Process Improvement, Sales, Management, Claim, Managed Care, Health Savings Accounts
Education
University of Hartford 2003 — 2007
MBA, Marketing & Finance
University of Connecticut 1995 — 1999
Bachelor of Arts, International Health Management
Bruce Henning, CFP, CLU, ChFC's USI Consulting Group Experience January 2001 - December 2004
Job Financial Advisor at Forth Financial Group
Industry Financial Services
Experience
Forth Financial Group August 2014 - Present
Professional Planning Group 2008 - August 2014
USI Consulting Group January 2001 - December 2004
Skills
Retirement Planning, Retirement Services, Cash Balance Plans, Wealth Management, Defined Benefit Plans, Retirement Income..., Pensions, Financial Planning, Deferred Compensation, 401k, Profit Sharing, Annuities, Series 7, Retirement, Mutual Funds, Executive Compensation, Retirement Plan..., Investment Advisory, Plan Design, Long Term Care, Asset Management, Investments, Annuity, Series 6, Series 63, FINRA Series 6, Disability Insurance, Financial Advisory, Investment Products, Investment Strategies, Wealth, IRA's, Portfolio Management, Insurance, Personal Finance, Asset Allocation, Securities, Retirement Solutions, Roth IRA, 401k Rollovers, Insurance Planning, Series 65, Asset, Strategic Financial..., Defined Benefit, Life Insurance, ERISA, Qualified Retirement..., Alternative Investments, Financial Services
Education
University of North Carolina at Chapel Hill 1976 — 1983
Forth Financial Group August 2014 - Present
Professional Planning Group 2008 - August 2014
USI Consulting Group January 2001 - December 2004
Skills
Retirement Planning, Retirement Services, Cash Balance Plans, Wealth Management, Defined Benefit Plans, Retirement Income..., Pensions, Financial Planning, Deferred Compensation, 401k, Profit Sharing, Annuities, Series 7, Retirement, Mutual Funds, Executive Compensation, Retirement Plan..., Investment Advisory, Plan Design, Long Term Care, Asset Management, Investments, Annuity, Series 6, Series 63, FINRA Series 6, Disability Insurance, Financial Advisory, Investment Products, Investment Strategies, Wealth, IRA's, Portfolio Management, Insurance, Personal Finance, Asset Allocation, Securities, Retirement Solutions, Roth IRA, 401k Rollovers, Insurance Planning, Series 65, Asset, Strategic Financial..., Defined Benefit, Life Insurance, ERISA, Qualified Retirement..., Alternative Investments, Financial Services
Education
University of North Carolina at Chapel Hill 1976 — 1983
Rayna Rapp's USI Consulting Group Experience October 2000 - August 2004
Job Account Manager at Alliant Insurance Services
Industry Insurance
Experience
Alliant Insurance Services 2012 - Present
Springfield Insurance Company February 2011 - June 2012
Keenan & Associates September 2004 - September 2011
USI Consulting Group October 2000 - August 2004
Skills
Insurance, Legal Liability, Property, Underwriting, Workers Compensation, Casualty Insurance, Liability, Brokers, General Insurance, Commercial Insurance, Claim, Risk Management
Education
University of Leeds 1981 — 1984
BA (Hons), Sociology & Management
Alliant Insurance Services 2012 - Present
Springfield Insurance Company February 2011 - June 2012
Keenan & Associates September 2004 - September 2011
USI Consulting Group October 2000 - August 2004
Skills
Insurance, Legal Liability, Property, Underwriting, Workers Compensation, Casualty Insurance, Liability, Brokers, General Insurance, Commercial Insurance, Claim, Risk Management
Education
University of Leeds 1981 — 1984
BA (Hons), Sociology & Management
Tom Mushinski's USI Consulting Group Experience October 1995 - July 2007
Job Director, Retirement Services Compliance at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group January 2013 - Present
The Hartford July 2007 - December 2012
USI Consulting Group October 1995 - July 2007
Skills
Retirement Planning
Education
The University of Connecticut
Bachelor of Science (BS), Actuarial Science
MassMutual Financial Group January 2013 - Present
The Hartford July 2007 - December 2012
USI Consulting Group October 1995 - July 2007
Skills
Retirement Planning
Education
The University of Connecticut
Bachelor of Science (BS), Actuarial Science
Miyim Sheroff's USI Consulting Group Experience November 2014 - Present
Job Actuarial Analyst at USI Consulting Group
Industry Insurance
Experience
USI Consulting Group November 2014 - Present
Hill-Stead Museum June 2010 - Present
Franklin Products September 2011 - November 2014
Voya Financial, Inc April 2014 - June 2014
University of Connecticut Chess Club August 2007 - May 2011
Stanley-Whitman House June 2010 - August 2010
Skills
Applied Mathematics, Statistical Modeling, Microsoft Word, Outlook, Microsoft Excel, Statistics, Actuarial Science, Supply Chain, Tennis, Sports Statistics, Access
Education
The University of Connecticut 2007 — 2011
B.S., Mathematics - Actuarial Science
USI Consulting Group November 2014 - Present
Hill-Stead Museum June 2010 - Present
Franklin Products September 2011 - November 2014
Voya Financial, Inc April 2014 - June 2014
University of Connecticut Chess Club August 2007 - May 2011
Stanley-Whitman House June 2010 - August 2010
Skills
Applied Mathematics, Statistical Modeling, Microsoft Word, Outlook, Microsoft Excel, Statistics, Actuarial Science, Supply Chain, Tennis, Sports Statistics, Access
Education
The University of Connecticut 2007 — 2011
B.S., Mathematics - Actuarial Science
Sarah Archambeault's USI Consulting Group Experience June 2009 - June 2010
Job Financial Analysis Specialist at CIGNA
Industry Health, Wellness and Fitness
Experience
Cigna June 2014 - Present
CIGNA September 2011 - June 2014
ALSTOM Power, Inc June 2010 - September 2011
USI Consulting Group June 2009 - June 2010
ALSTOM Power, Inc May 2008 - August 2008
Skills
Financial Analysis, Analysis, Cash Flow, Investments
Education
University of Hartford 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Wilmington 2005 — 2009
Cameron School of Business Bachelor of Science, Business Administration; Finance
Cigna June 2014 - Present
CIGNA September 2011 - June 2014
ALSTOM Power, Inc June 2010 - September 2011
USI Consulting Group June 2009 - June 2010
ALSTOM Power, Inc May 2008 - August 2008
Skills
Financial Analysis, Analysis, Cash Flow, Investments
Education
University of Hartford 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Wilmington 2005 — 2009
Cameron School of Business Bachelor of Science, Business Administration; Finance
Mary Beth Giroux's USI Consulting Group Experience May 2002 - August 2006
Job Senior Benefits Analyst at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation Senior Benefits & Leave AdministratorPrada USA CorpOctober 2014 - March 2015
Coach September 2010 - October 2014
Latham & Watkins August 2006 - September 2010
USI Consulting Group May 2002 - August 2006
Education
University of Hartford
Bachelor of Arts (B.A.)
E*TRADE Financial Corporation Senior Benefits & Leave AdministratorPrada USA CorpOctober 2014 - March 2015
Coach September 2010 - October 2014
Latham & Watkins August 2006 - September 2010
USI Consulting Group May 2002 - August 2006
Education
University of Hartford
Bachelor of Arts (B.A.)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY