Peter Michalik Email & Phone Number
Document Management @ Travelers
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Peter Michalik Location
- United States
Peter Michalik Work
- 2024 -now Document Management @
- 2022 -2024 Life and Annuity Document Management Services @
- 2021 -2022 Professional Services, Policy Admin. software development @
- 2017 -2020 Director of Development Trading and Recordkeeping @
- 2012 -2017 Vice President Retirement Investment Operations and FINOP @
- 2012 -2012 Vice President Financial Operations @
- 2011 -2012 Vice President Financial Operations, DC Operations, Structured Settlements, BPM and Metrics @
- 2008 -2011 Vice President of Trading and Clearing. Mutual Fund Administration (TA) @
- 1985 -2011 Vice President Retirement Plans Integration @
- 1985 -2011 Vice President Shared Services and Financial Processing @
- 1985 -2011 VP Investment Products Service @
- 2003 -2005 AVP and VP, Retirement Plans Processing, Mutual Fund Transfer Agency and Shared Services @
- 2021 -2022 Professional Services, Customer exp. @
- 2007 -2008 Vice President Retirement Plans Service Integration @
- 2012 -2017 Vice President RS Investments @
- 2006 -2007 Vice President Shared Service Operations @ The Hartford Financial Services Group / USWM
- 2006 -2007 Vice President Shared Service Operations @ The Hartford Financial Services Group / USWM
Peter Michalik Education
- -
MBA, Masters of Business Administration
1990-1995 - University of Hartford
MBA (Masters of Business Administration)
1990-1995 - Central Connecticut State University
Bachelors (Finance)
1982-1985 - FINRA
Licenses include Series 6, 26, and 27 [expired 2019]
Peter Michalik Skills
- Forecasting
- Fixed Annuities
- Financial Services
- Insurance
- Retirement
- Equities
- Investments
- Vendor Management
- Asset Managment
- Securities
- Process Improvement
- Series 6
- Series 26
- Team Leadership
- Result Oriented
- Leadership
- FINRA
- Strategy
- Portfolio Management
- Business Process Improvement
- Mergers & Acquisitions
- Management
- Finance
- Change Management
- Asset Management
- Retirement Planning
- Cross-functional Team Leadership
- Budgets
- FINRA Series 27 - FinOp Exam
- Budgeting
- Retirement Services
- Cross Functional Team
- Finra Series 27
- Finop
- Business Process
- Cross Functional Team Leadership
- Finop Exam
- Mergers and Acquisitions
- Integration
Peter Michalik Summary
- Peter Michalik, based in United States, is currently a Document Management at Travelers. Peter Michalik brings experience from previous roles at National Life Group, Insurity, FIS and MassMutual. Peter Michalik holds a 1990 - 1995 MBA, Masters of Business Administration @ -. With a robust skill set that includes Forecasting, Fixed Annuities, Financial Services, Insurance, Retirement and more. Peter Michalik has 4 emails and 1 mobile phone numbers on RocketReach.
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