Name variants:
Caren Phelan
Last updated Jul 06, 2024
Contact Information
Workplace
Consultant
Stamford, CT
Industry
Philanthropy, Individual and Family Services, Nsk, Individual/Family Services, Nonclassifiable Establishments
Colleagues
Work History
Associate, Distribution
750 Washington Blvd, Stamford, CT 06901
from Sep 2018
Vice President
Development, marketing, distribution and client retention of life insurance products built for the BOLI market.
2007 — Aug 2013
Assistant Vice President
The MONY Group: Product development, sales and producer relationship management for COLI and BOLI markets.
2001 — 2004
Manager
175 Water St, New York, NY 10038
Manager of marketing efforts, proposals and product related enhancements.
1998 — 2001
Senior Consultant
30 Rockefeller Plz, New York, NY 10112
Design of product and illustration specifications for client engagements.
1997 — 1998
Product Manager
200 Park Ave, New York, NY 10016
Manager of Private Placement Variable Life Insurance products built for the executive benefits market. Design and sale of non-qualified executive benefit plans to large corporations.
Jan 1996 — Dec 1997
Assistant Director
900 Cottage Grove Rd, Bloomfield, CT 06002
Manager of sales support for variable life products including product illustrations, product development, pricing and sales implementation.
1989 — 1996
Education
1985 — 1987
1982 — 1985
Occupations
Counselor
Accountant
Finance and Accounting Specialist
Supporting Member
Advisor
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Life Insurance
Insurance
Fixed Annuities
Series 6
Retirement
Disability Insurance
Term Life Insurance
Series 63
Underwriting
Mutual Funds
Retirement Planning
Whole Life