MassMutual Eastern Pennsylvania
Address: 220 Gibraltar Rd Suite 350, Horsham, PA 19044 Hours: Open ⋅ Closes 5PM Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (215) 441-8200Place name: : : : : Category: Website: : : Website: http://easternpa.massmutual.com/?cm_mmc=Google-_-Local-_-Store-ID-81-_-GMB&utm_source=google&utm_medium=local&utm_content=store-id-81&utm_campaign=GMB Category: Financial Planner 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. Questions & answers Ask a question See all questions (1)
MassMutual Eastern Pennsylvania List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MassMutual Eastern Pennsylvania. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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MassMutual Eastern Pennsylvania Employees
PNC August 2015 - Present
MassMutual Eastern Pennsylvania January 2014 - August 2015
Commonwealth Health Corporation June 2013 - May 2014
Commonwealth Health Corproation September 2010 - June 2013
Representative Garry Smith 2013 - 2013
Bob Jones University 2011 - 2013
Jane Kizer For State Senate September 2012 - November 2012
Skills
Politics, Volunteer Management, Research, Political Campaigns, Communication, Community Outreach, Phone Banking, Spanish, Media Relations, Events Coordination, Event Planning, Healthcare, Public Relations, Leadership, Policy, Strategic Communications, Public Speaking, Writing, PowerPoint, Fundraising, Microsoft Word, Microsoft Office, Hold Series 7, Hold Series 66
Education
Wilkes University 2015 — 2018
Master of Business Administration (M.B.A.), Finance, General
Bob Jones University 2011 — 2013
Bachelor of Arts (BA), Political Science, GPA 3.72
Luzerne County Community College 2010 — 2011
Associate's degree, Business Administration and Management, General
MassMutual Eastern Pennsylvania 2012 - Present
Skills
Series 65, Series 6, Series 63, Retirement, Life Insurance, Insurance, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Securities, Strategic Financial..., Financial Advisory
Education
Bryn Mawr College 1990 — 2008
CLU
Wilkes University
MassMutual Eastern Pennsylvania February 2013 - Present
Perkiomen Valley School District October 2009 - February 2013
Pediatric Associates of Plymouth May 2007 - February 2013
Skills
Recruiting, Networking, Customer Service, Teamwork, Social Networking, Sales, Leadership, Event Planning, Entrepreneurship, Highly detail oriented, Public Speaking, Microsoft Office, PowerPoint, Organization, Flexibility, Creativity
Education
Albright College 2005 — 2009
Bachelor of Arts (B.A.), History
East Stroudsburg University of Pennsylvania 2010 — 2011
Educational/Instructional Technology
MassMutual Eastern Pennsylvania April 2013 - Present
ADP Dealer Services November 2009 - March 2013
TruGreen LandCare January 2006 - August 2009
Skills
Salesforce.com, Sales Process, Cold Calling, Direct Sales, Account Management, Solution Selling, Lead Generation, Enterprise Software, Sales Management, Insurance
Education
Kutztown University of Pennsylvania 2002 — 2006
Bachelor's degree, History
Towanda Highschool
MassMutual Eastern Pennsylvania May 2013 - Present
Saucon Valley School District January 2015 - Present
Saucon Valley School District August 2011 - December 2014
Hope Lutheran Church October 2011 - May 2013
Penn State University March 2011 - May 2011
Penn State University February 2007 - January 2011
Patriot League June 2010 - August 2010
Lifepoint Informatics May 2009 - August 2009
Ed Ruiz's Speed Advantage Training June 2008 - August 2008
Skills
Leadership, Social Media, Public Relations, Event Management, Sports, Sales, Marketing, Research, Newsletters, Time Management, Media Relations, Advertising, Coaching, Community Relations, Community Outreach, Disability Insurance, Event Planning, Football, Insurance, Long Term Care Insurance, Organization Skills, Permanent Life Insurance, Public Speaking, Publications, Sports Information, Sports Management, Sports Marketing, Team Building, Team Leadership, Team Management, Term Life Insurance
Education
Moravian College 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Penn State University 2006 — 2011
Bachelor of Arts (BA), Communications - Advertising/Public Relations, with two minors: Business Liberal Arts and IST
Saucon Valley High School 2002 — 2006
Diploma
MassMutual Eastern Pennsylvania November 2014 - Present
JetPay June 2014 - Present
Legal Shield October 2013 - Present
Ambit Energy January 2012 - Present
HBW Insurance & Financial Services December 2012 - November 2014
ADP March 2011 - April 2014
PFS January 2001 - 2012
Lehigh County January 2004 - December 2011
DeSales University 2001 - 2007
U.S. Air Force Reserves April 1984 - July 2006
Skills
Public Speaking, Leadership Development, Team Building, Strategic Planning, Fundraising, Sales, Life Insurance, Financial Services, Payroll Services, Succession Planning, Risk Assessment, Accident Insurance, Voluntary Employee..., Pre-Paid Legal Services, Indexed Annuities, Leadership, Management, Public Policy, Entrepreneurship
Education
Eastern University 1993 — 1995
Bachelor, Organizational Management
Prudential Financial June 2015 - Present
SCORE Mentors 2015 - 2015
MassMutual Eastern Pennsylvania November 2012 - December 2014
MedInvest October 2007 - September 2009
Wachovia Education Finance January 2000 - January 2007
Citibank Student Loan Corporation January 1998 - January 2000
Sallie Mae Corporation June 1987 - June 1998
First Eastern Bank June 1972 - 1983
Skills
Registered..., Insurance, Investments, New Business Development, Loans, Long Term Care, Risk Management, Financial Planning, Banking, Strategic Financial..., Long-term Care, Finance, Sales, Mergers & Acquisitions, Business Development, Management, Mergers, Sales Management, Marketing, Strategy, Consumer Lending, Retirement, Relationship Management, Credit, Analysis, Commercial Lending, Leadership, Portfolio Management, Financial Services, Fixed Annuities, Financial Analysis, Wealth Management, Mortgage Lending, Retirement Planning, Series 63, Mutual Funds, Financial Advisory, Series 6, Securities, IRAs, Disability Insurance, Long Term Care Insurance, 401k, Estate Planning, Life Insurance, Asset Management, Financial Planners, Investment Advisory, Variable Annuities, Investment Strategies
Education
King's College 1965 — 1969
B.S., Marketing & Business Administration
King's College 1965 — 1969
Bachelor of Science (B.S.), Business Administration/Marketing, Business, Management, Marketing, and Related Support Services
Peerless Business Advisors January 2012 - Present
MassMutual Eastern Pennsylvania May 2011 - Present
Cobra Care Advisors, LLC June 2009 - Present
Independence Planning Group October 2004 - May 2011
Skills
Retirement Planning, Retirement, Strategic Financial..., Disability Insurance
Education
The American College 2011 — 2012
CFBS - Cerified Family Business Specialist
The American College 2005 — 2006
LUTCF, Financial Planning
DeSales University 2000 — 2004
BS, Accounting/Finance
United States Marine Corps. 1996 — 2000
Sergeant, 0311 - Infantry
Peerless Business Advisors March 2014 - Present
Greater Lehigh Valley Chamber of Commerce June 2013 - Present
MassMutual Eastern Pennsylvania May 2013 - Present
Independence Planning Group July 2011 - May 2013
Park Avenue Securities February 2007 - May 2013
Skills
Investments, Insurance, Estate Planning, Retirement, Financial Advisory, Leadership, Finance, Employee Benefits, Wealth Management, Financial Services, Fixed Annuities, Real Estate, Management, Project Planning, Wealth, Investment Strategies, Retirement Planning, Series 63, Succession Planning, Strategic Financial..., 401k, Disability Insurance, Securities
Education
The American College 2013 — 2014
Certified Family Business Specialist, Business and Personal Financial Advisement
Kutztown University of Pennsylvania 2002 — 2006
BSBA
St. Pius X HIgh School 1998 — 2002
MassMutual Eastern Pennsylvania May 2013 - Present
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Fixed Annuities, Retirement
Education
Kutztown University of Pennsylvania 2011 — 2013
Bachelor's degree, Accounting
Easton Area High School
MassMutual Eastern Pennsylvania 2006 - Present
Skills
Retirement, Investment Advisory, Retirement Planning, Financial Planners, Insurance, Investment Research
Education
The American College 2009 — 2011
ChFC, Chartered Financial Consultant
The American College 2009 — 2010
CLU, Chartered Life Underwriter
Moravian College 2002 — 2006
Bachelor's, Economics/Finance
MassMutual Eastern Pennsylvania March 2014 - Present
John P. Bisco Associates September 2008 - Present
Easton Area High School January 2008 - Present
Skills
Disability Insurance, Strategic Financial..., PowerPoint, Sales, Long-term Care, Process Improvement, Microsoft Excel
Education
Strayer University (DC) 2010 — 2012
Master of Business Administration (MBA), Marketing & Finance, Honors
Moravian College 2005 — 2008
Bachelor of Arts (BA), Business Management & Marketing
Alvernia College 2004 — 2005
Business Management
Notre Dame High School (Green Pond) 2000 — 2004
MassMutual Eastern Pennsylvania January 2011 - Present
Peerless Business Advisors LLC October 2012 - Present
Independence Financial Associates January 2009 - January 2011
Guardian Life Insurance June 2000 - December 2008
Merrill Lynch 1998 - 2000
Skills
Retirement Planning, Retirement, Estate Planning, Fixed Annuities, Life Insurance, Wealth Management, Insurance, Disability Insurance, Financial Planners, Financial Services, Leadership, Team Building, Financial Analysis, Credit, LLC, Small Business, Risk Management, Securities, Asset Allocation, Financial Advisory, Long Term Care Insurance, Whole Life, Term Life Insurance, Investment Advisory, Strategic Financial..., IRAs, Wealth Accumulation, Employee Benefits, Portfolio Management, Wealth, Finance, Mutual Funds, Retirement Plan..., Real Estate, Long-term Care, Series 6, Defined Benefit, Succession Planning, Variable Annuities, Series 63, 401k Rollovers, Series 7, Asset Managment, Analysis, Property & Casualty..., College Savings Plans, Health Insurance, Universal Life, Series 24, Sales
Education
Aji Network 2008 — 2010
Graduate of Business Professionals Program
La Salle University - School of Business Administration 1996 — 2000
Bachelor of Science, Business Administration
MassMutual Eastern Pennsylvania July 2015 - Present
Northwestern Mutual July 2012 - July 2015
Bank of America May 2009 - May 2012
Skills
Retirement Planning, Life Insurance, Financial Planning, Customer Service, Investments, Insurance, PowerPoint, Sales, Disability Insurance, Microsoft Word
Education
Penn State University
MML Investors Services, LLC September 2008 - Present
MassMutual Financial Group July 2008 - Present
MassMutual Eastern Pennsylvania June 2008 - Present
Skills
Estate Planning, Employee Benefits, Succession Planning, Asset Management, Insurance Planning, Retirement Planning, Long Term Care, Annuities, Disability Insurance, Tax Reduction, 401k, Wealth Accumulation, Financial Planning, Health Insurance, Investment Advisory, Strategic Financial..., Fixed Annuities, Retirement, Investments, Mutual Funds, Insurance, Life Insurance, 401k Rollovers, Variable Annuities, Roth IRA, Investment Management, Long Term Care Insurance, Financial Services, IRAs, Financial Advisory, Financial Analysis, Wealth Management, Finance, Securities, Investment Strategies, Trust Services, Portfolio Management, Term Life Insurance, Strategy, Analysis, Whole Life, Equities, Asset Allocation, High Net Worth..., Small Business, Personal Finance, Wealth, Financial Planners, Series 7, Series 63
Education
The American College 2012 — 2012
ChSNC, Chartered Special Needs Consultant
The American College 2010 — 2011
CFBS, Certified Family Business Specialist
The American College 2009 — 2010
CLU, Chartered Life Underwriter
The American College 2008 — 2009
ChFC, Chartered Financial Consultant
Albright College 2004 — 2008
Bachelor of Science in Business Administration, Finance, International Business, and the Spanish Language
Center for Cross-Cultural Studies 2005 — 2005
Bachelor of Science in Business Administration, International Business and the European Union
Central Bucks High School East 2000 — 2004
Scholar's Diploma, CB East
MassMutual Eastern Pennsylvania 2014 - Present
Complete Brokerage LLC 2003 - Present
Prudential January 1986 - December 1991
Skills
Health Insurance, Term Life Insurance, Whole Life, Disability Insurance, Insurance, Marketing, Fixed Annuities, Life Insurance, Medicare, Workers Compensation, Healthcare, Employee Benefits, Critical Illness, Property & Casualty..., Brokers, Team Building, Business Strategy, Energy Audits, Credit-card processing
Education
University of Pennsylvania 1972 — 1976
Physical Therapy
Wyoming Seminary Prep
Advanced Academic
MassMutual Eastern Pennsylvania August 2013 - Present
IPG/Guardian June 2012 - July 2013
Independence Planning Group January 2009 - June 2012
Yellowbook 2000 - 2008
Skills
Retirement Planning, Buy-sell Agreements, Estate Planning, Exit Strategies, Executive Pay, College Savings Plans, Disability Insurance, Long-term Care, Life Insurance, Wealth, Strategic Financial..., Investments, Small Business, Defined Benefit, Education Funding
Education
University of Pittsburgh 1990 — 1993
University of Pittsburgh 1990 — 1993
MassMutual Eastern Pennsylvania March 2015 - Present
Skills
Employee Benefits, Training, Insurance, Health Insurance, Program Management, Marketing, Strategic Planning, Account Management, Healthcare, Team Leadership, Process Improvement, Team Building, Health Savings Accounts, Risk Management, Recruiting, Underwriting, Leadership, Budgets, New Business Development, Business Analysis, Consulting, Life Insurance, Disability Insurance, Sales, Finance, Asset Protection, Business Insurance..., Education Funding..., Estate Planning, Gifting Strategies, Legacy Planning, LGBT Planning, Small Business, Retirement Planning
Education
American InterContinental University 2013 — 2016
Bachelor of Business Administration (BBA), Marketing
Kutztown University of Pennsylvania 1993 — 1996
Michigan State University 1991 — 1993
Kutztown High School
Kutztown High School
MassMutual Eastern Pennsylvania September 2014 - Present
ING September 2000 - December 2013
Towers Watson June 1999 - September 2000
Skills
Economic Capital, Financial Risk, Insurance, Actuarial Science, Risk Management, Fixed Annuities, Thought Leadership, Financial Modeling, ALM, Embedded Value, Enterprise Risk..., Financial Services, Financial Analysis, Market Risk, Reinsurance, Retirement, Solvency II, Life Insurance, Finance
Education
State University of New York at Albany 1997 — 1999
Bachelor of Science (B.S.), Actuarial Science
MassMutual Eastern Pennsylvania April 2015 - Present
Northwestern Mutual April 2013 - April 2015
Prudential Financial September 2012 - March 2013
Commonwealth Financial systems November 2008 - March 2013
Arena Football League January 2006 - August 2008
Skills
Access, Disability Insurance, Retirement, Sales, Financial Services, Long-term Care, Public Speaking, Marketing, Credit, Health Insurance, Strategic Planning, Management, Social Media, Financial Advisory, Strategic Financial..., PowerPoint, Wealth Management
Education
Saint Mary's University 2003 — 2005
Psychology
Lackawanna College 2001 — 2003
Education, Education
Bacsi Enterprises, LLC 2010 - Present
MassMutual Eastern Pennsylvania December 2012 - April 2015
Summit Financial Resources, Inc. 2002 - 2012
Mid Atlantic Resource Group 2001 - 2002
PricewaterhouseCoopers 2000 - 2001
New York Life Insurance Company 1997 - 2000
Skills
Marketing Communications, Strategic Planning, New Business Development, Call Center Mgt, CRM, Advertising, Copywriting, Life & Health Insurance..., Corporate Sponsorships, Mutual Funds, Fixed Annuities, College Funding..., Family Business..., Series 6 & 63 Licenses..., Estate Planning, Insurance, Telemarketing, Microsfot Office
Education
Messiah College 1991 — 1995
Bachelor of Science
The American College
CFP (Certified Financial Planner Certificant)
The American College 2013 — 2014
CFBS (Certified Family Business Specialist) Certificant