MassMutual Financial Group
Description
The Massachusetts Mutual Life Insurance Company, founded in 1851, is an American mutual life insurance company serving five million clients. With headquarters in Springfield, Massachusetts, the company employs more than 7,000 in the United States, and a total of 10,614 internationally. Headquarters: Springfield, Massachusetts, United States Revenue: 29.6 billion USD (2016) Founder: George W. Rice Founded: 1851, Springfield, Massachusetts, United States Subsidiaries: Barings, OppenheimerFunds, Executives: Roger W. Crandall (CEO, President, Chairperson),
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MassMutual Financial Group Employees
Employee
Years
Job
Industry
Ho Bin Choi Ho Bin Choi's MassMutual Financial Group Experience June 2012 - August 2012
Job Enterprise Network Planning Supervisor at UPS Supply Chain Solutions
Industry Logistics and Supply Chain
Experience
UPS Supply Chain Solutions July 2014 - Present
Siemens Industry US October 2013 - May 2014
MassMutual Financial Group June 2012 - August 2012
Prime Wings June 2009 - August 2010
Skills
Logistics, Industrial Engineering, Supply Chain Engineering, Optimization, Operations Research, Problem Solving, Supply Chain Management, Linear Programming, Quantitative Analytics, Creative Strategy, Team Leadership, Communication, PowerPoint, Management, Microsoft Excel, HTML, Leadership, Matlab, Analysis, Data Analysis
Education
Georgia Institute of Technology 2011 — 2014
Bachelor of Science (B.S.), Industrial and Systems Engineering
UPS Supply Chain Solutions July 2014 - Present
Siemens Industry US October 2013 - May 2014
MassMutual Financial Group June 2012 - August 2012
Prime Wings June 2009 - August 2010
Skills
Logistics, Industrial Engineering, Supply Chain Engineering, Optimization, Operations Research, Problem Solving, Supply Chain Management, Linear Programming, Quantitative Analytics, Creative Strategy, Team Leadership, Communication, PowerPoint, Management, Microsoft Excel, HTML, Leadership, Matlab, Analysis, Data Analysis
Education
Georgia Institute of Technology 2011 — 2014
Bachelor of Science (B.S.), Industrial and Systems Engineering
Ann-Marie Forrester Ann-Marie Forrester's MassMutual Financial Group Experience September 2014 - Present
Job Chief Marketing Officer at MassMutual Northern New England
Industry Marketing and Advertising
Experience
MassMutual Northern New England September 2015 - Present
MassMutual Financial Group September 2014 - Present
Northwestern Mutual October 2012 - September 2014
Northwestern Mutual September 2009 - October 2012
Concord Monitor September 2007 - July 2009
Concord Monitor March 2002 - September 2007
InDyne 1998 - 2001
Communi-K 1996 - 1998
Skills
Social Media, Social Media Marketing, Advertising, Marketing, Social Networking, Public Speaking, Sales, Coaching, Recruiting, Time Management, Training, Program Management, Leadership, Resume Writing, Public Relations, Leadership Development, Teamwork, Human Resources, Team Building, Event Planning, Interviews, Cold Calling, College Recruiting, Employee Relations
Education
George Mason University 1992 — 1997
Holy Cross High School 1989 — 1992
MassMutual Northern New England September 2015 - Present
MassMutual Financial Group September 2014 - Present
Northwestern Mutual October 2012 - September 2014
Northwestern Mutual September 2009 - October 2012
Concord Monitor September 2007 - July 2009
Concord Monitor March 2002 - September 2007
InDyne 1998 - 2001
Communi-K 1996 - 1998
Skills
Social Media, Social Media Marketing, Advertising, Marketing, Social Networking, Public Speaking, Sales, Coaching, Recruiting, Time Management, Training, Program Management, Leadership, Resume Writing, Public Relations, Leadership Development, Teamwork, Human Resources, Team Building, Event Planning, Interviews, Cold Calling, College Recruiting, Employee Relations
Education
George Mason University 1992 — 1997
Holy Cross High School 1989 — 1992
Jamey Ross Jamey Ross's MassMutual Financial Group Experience January 2015 - Present
Job Income Protection Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2015 - Present
Northwestern Mutual April 2014 - January 2015
Skills
Insurance, Retirement Planning, Strategic Financial..., Sales, Customer Service, Long-term Care, Social Media, Marketing, Microsoft Office, Public Speaking, Long Term Relationship..., Strategic Planning, Business Strategy, Management, Social Media Marketing
Education
Front Range Community College 2011 — 2014
Associate of Arts (A.A.), Business Administration and Management, General
MassMutual Financial Group January 2015 - Present
Northwestern Mutual April 2014 - January 2015
Skills
Insurance, Retirement Planning, Strategic Financial..., Sales, Customer Service, Long-term Care, Social Media, Marketing, Microsoft Office, Public Speaking, Long Term Relationship..., Strategic Planning, Business Strategy, Management, Social Media Marketing
Education
Front Range Community College 2011 — 2014
Associate of Arts (A.A.), Business Administration and Management, General
Benjamin Britton Benjamin Britton's MassMutual Financial Group Experience March 2013 - May 2013
Job Investment Operations Associate at Parallel Advisors
Industry Financial Services
Experience
Parallel Advisors, LLC July 2014 - Present
Capitol Financial Partners May 2013 - July 2014
MassMutual Financial Group March 2013 - May 2013
MassMutual Financial Group August 2012 - May 2013
Education
George Mason University
BA, Economics
NVCC
Associate's in Business Administration
Parallel Advisors, LLC July 2014 - Present
Capitol Financial Partners May 2013 - July 2014
MassMutual Financial Group March 2013 - May 2013
MassMutual Financial Group August 2012 - May 2013
Education
George Mason University
BA, Economics
NVCC
Associate's in Business Administration
Jennifer Ruiz Jennifer Ruiz's MassMutual Financial Group Experience December 2013 - April 2014
Job Marketing Director at MassMutual Financial Group
Industry Marketing and Advertising
Experience
MassMutual Financial Group December 2013 - April 2014
ITility, LLC October 2012 - August 2013
Skills
Marketing, Graphic Design, Adobe Creative Suite, Recruiting, Program Management, Microsoft Office, Government, Information Assurance, SharePoint, Security Clearance, DoD, Security, Training, Marketing Strategy, Market Research, Social Media, Networking, Marketing Communications, Email Marketing, Social Networking, Event Management, Event Planning, Social Media Marketing, Graphics, PowerPoint, Microsoft Word, Editing, Microsoft Excel, Web Design, Online Marketing, Outlook, Customer Service
Education
George Mason University 2005 — 2009
B.A. Graphic Design with Minor in Business
MassMutual Financial Group December 2013 - April 2014
ITility, LLC October 2012 - August 2013
Skills
Marketing, Graphic Design, Adobe Creative Suite, Recruiting, Program Management, Microsoft Office, Government, Information Assurance, SharePoint, Security Clearance, DoD, Security, Training, Marketing Strategy, Market Research, Social Media, Networking, Marketing Communications, Email Marketing, Social Networking, Event Management, Event Planning, Social Media Marketing, Graphics, PowerPoint, Microsoft Word, Editing, Microsoft Excel, Web Design, Online Marketing, Outlook, Customer Service
Education
George Mason University 2005 — 2009
B.A. Graphic Design with Minor in Business
David M. Caranci David M. Caranci's MassMutual Financial Group Experience 1997 - 1999
Job Owner at Dr. Dave's PC Clinic
Industry Information Technology and Services
Experience
Dr. Dave's PC Clinic 2007 - Present
Staples November 2002 - Present
Sikorsky Aircraft 2001 - 2002
Connecticut Conference of Municipalities 2000 - 2001
Travelers 1999 - 1999
MassMutual Financial Group 1997 - 1999
Aetna 1996 - 1997
ITT Hartford 1993 - 1996
MicroMark 1991 - 1993
ITW Permatex 1983 - 1991
Skills
Hardware Support, Software Development, Software Project..., Software Design, Enterprise Architecture, Mobile Devices, Hardware, Testing, Project Management, Leadership
Education
Geneva College 1976 — 1979
BSBA, Computer Science
Michigan State University 1971 — 1972
Bachelor of Science (B.S.), Computer Science
Dr. Dave's PC Clinic 2007 - Present
Staples November 2002 - Present
Sikorsky Aircraft 2001 - 2002
Connecticut Conference of Municipalities 2000 - 2001
Travelers 1999 - 1999
MassMutual Financial Group 1997 - 1999
Aetna 1996 - 1997
ITT Hartford 1993 - 1996
MicroMark 1991 - 1993
ITW Permatex 1983 - 1991
Skills
Hardware Support, Software Development, Software Project..., Software Design, Enterprise Architecture, Mobile Devices, Hardware, Testing, Project Management, Leadership
Education
Geneva College 1976 — 1979
BSBA, Computer Science
Michigan State University 1971 — 1972
Bachelor of Science (B.S.), Computer Science
Brenda J. Logan Brenda J. Logan's MassMutual Financial Group Experience September 2008 - February 2011
Job Attorney at Law
Industry Law Practice
Experience
Law Offfices of Brenda J. Logan March 2002 - Present
MassMutual Financial Group September 2008 - February 2011
Countrywide Home Loans May 1997 - March 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Georgetown University 1986 — 1990
Master of Business Administration (MBA), Business/Finance and Economics
Georgetown University Law Center 1986 — 1990
Doctor of Law (JD), Law
Law Offfices of Brenda J. Logan March 2002 - Present
MassMutual Financial Group September 2008 - February 2011
Countrywide Home Loans May 1997 - March 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Georgetown University 1986 — 1990
Master of Business Administration (MBA), Business/Finance and Economics
Georgetown University Law Center 1986 — 1990
Doctor of Law (JD), Law
Rhonda Vickery Rhonda Vickery's MassMutual Financial Group Experience May 2010 - December 2013
Job Office Administrator at FOCUS Wealth Advisors, LLC
Industry Financial Services
Experience
FOCUS Wealth Advisors, LLC January 2014 - Present
MassMutual Financial Group May 2010 - December 2013
YMCA September 2009 - May 2010
UBS September 2001 - May 2009
Morgan Stanley Smith Barney March 2000 - September 2001
UBS November 1997 - December 1999
Lutheran Social Services September 1996 - November 1997
Senator John McCain August 1996 - May 1997
Gruntal & Co. May 1995 - June 1996
Skills
Investments, Insurance, Portfolio Management, Licensed to Sell..., Financial Analysis, Brokerage, Outlook, Microsoft Excel, Marketing, PowerPoint, Access, Microsoft Word, Microsoft Office, Marketing Strategy, Management, Finance, Life Insurance
Education
Framingham State College
FOCUS Wealth Advisors, LLC January 2014 - Present
MassMutual Financial Group May 2010 - December 2013
YMCA September 2009 - May 2010
UBS September 2001 - May 2009
Morgan Stanley Smith Barney March 2000 - September 2001
UBS November 1997 - December 1999
Lutheran Social Services September 1996 - November 1997
Senator John McCain August 1996 - May 1997
Gruntal & Co. May 1995 - June 1996
Skills
Investments, Insurance, Portfolio Management, Licensed to Sell..., Financial Analysis, Brokerage, Outlook, Microsoft Excel, Marketing, PowerPoint, Access, Microsoft Word, Microsoft Office, Marketing Strategy, Management, Finance, Life Insurance
Education
Framingham State College
Anthony R Starr,CLU CLTC Anthony R Starr,CLU CLTC's MassMutual Financial Group Experience January 1981 - Present
Job Financial Advisor at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 1981 - Present
United States Navy (Retired) October 1965 - October 1975
Skills
Incredible Customer...
Education
Georgia Institute of Technology 1962 — 1966
Business Administration and Management, General
Georgia Institute of Technology 1961 — 1965
MassMutual Financial Group January 1981 - Present
United States Navy (Retired) October 1965 - October 1975
Skills
Incredible Customer...
Education
Georgia Institute of Technology 1962 — 1966
Business Administration and Management, General
Georgia Institute of Technology 1961 — 1965
Kimberly Biggs, PMP,ALHC,ACS Kimberly Biggs, PMP,ALHC,ACS's MassMutual Financial Group Experience November 2005 - Present
Job Project Manager/Change Readiness Professional
Industry Financial Services
Experience
MassMutual Financial Group November 2005 - Present
Various Financial Companies April 1991 - October 2009
Skills
Change Management, Project Management, Six Sigma, Access, Claim, Quality Assurance, Management, SDLC, Business Analysis, Business Requirements, Process Improvement, Vendor Management, Requirements Gathering, Business Process..., Resource Management, Visio, PMO, Risk Management, Financial Services, Leadership, Insurance, PMP, Project Portfolio..., Software Documentation, Business Process, Program Management, SharePoint, Requirements Analysis, Analysis, MS Project, Software Project..., IT Strategy, Business Intelligence, CRM
Education
Fullerton College
MassMutual Financial Group November 2005 - Present
Various Financial Companies April 1991 - October 2009
Skills
Change Management, Project Management, Six Sigma, Access, Claim, Quality Assurance, Management, SDLC, Business Analysis, Business Requirements, Process Improvement, Vendor Management, Requirements Gathering, Business Process..., Resource Management, Visio, PMO, Risk Management, Financial Services, Leadership, Insurance, PMP, Project Portfolio..., Software Documentation, Business Process, Program Management, SharePoint, Requirements Analysis, Analysis, MS Project, Software Project..., IT Strategy, Business Intelligence, CRM
Education
Fullerton College
Brian YooNam Won Brian YooNam Won's MassMutual Financial Group Experience January 2014 - April 2014
Job Graduate Student at Georgia College and State University
Industry Accounting
Experience
MassMutual Financial Group January 2014 - April 2014
Charles Lee CPA January 2014 - April 2014
Skills
Accounting, QuickBooks, PowerPoint, Microsoft Excel, Microsoft Office
Education
Georgia College and State University 2015 — 2015
Accounting, Master's degree
Georgia College and State University 2009 — 2013
Accounting, Bachelor of Business Administration (B.B.A.)(3.14)
MassMutual Financial Group January 2014 - April 2014
Charles Lee CPA January 2014 - April 2014
Skills
Accounting, QuickBooks, PowerPoint, Microsoft Excel, Microsoft Office
Education
Georgia College and State University 2015 — 2015
Accounting, Master's degree
Georgia College and State University 2009 — 2013
Accounting, Bachelor of Business Administration (B.B.A.)(3.14)
Robert Omohundro Robert Omohundro's MassMutual Financial Group Experience April 2004 - April 2006
Job CFP, CLU, CLTC, CDFA
Industry Financial Services
Experience
LCORE LLC April 1993 - Present
MassMutual Financial Group April 2004 - April 2006
Skills
Investment Education, Equities, Business Planning, CDFA, CLTC, CLU, IAR, Retirement Planning, Mutual Funds, College Savings Plans, Life Insurance, Alternative Investments, Wealth Management, Financial Planning, Portfolio Management, Asset Management, Investment Advisory, Series 7, Securities, Financial Advisory
Education
Georgia Institute of Technology 1985 — 1990
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Oglethorpe University 2000 — 2003
Financial Planning, Financial Planning and Services
LCORE LLC April 1993 - Present
MassMutual Financial Group April 2004 - April 2006
Skills
Investment Education, Equities, Business Planning, CDFA, CLTC, CLU, IAR, Retirement Planning, Mutual Funds, College Savings Plans, Life Insurance, Alternative Investments, Wealth Management, Financial Planning, Portfolio Management, Asset Management, Investment Advisory, Series 7, Securities, Financial Advisory
Education
Georgia Institute of Technology 1985 — 1990
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Oglethorpe University 2000 — 2003
Financial Planning, Financial Planning and Services
Jim Ruckman Jim Ruckman's MassMutual Financial Group Experience November 1997 - Present
Job Retirement Education Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 1997 - Present
Skills
Series 7, 401k, Series 63, Mutual Funds, Series 6, Retirement, Retirement Planning, Investments, Asset Allocation, Fixed Annuities, FINRA, Pensions, Insurance, Securities, Employee Benefits, Series 24, Strategic Financial..., IRAs, Investment Advisory
Education
Franciscan University of Steubenville 1987 — 1990
Bachelor's Degree, Mathematics with Secondary Teaching Cetification, 3.0
Bluffton College 1985 — 1987
Computer Science
MassMutual Financial Group November 1997 - Present
Skills
Series 7, 401k, Series 63, Mutual Funds, Series 6, Retirement, Retirement Planning, Investments, Asset Allocation, Fixed Annuities, FINRA, Pensions, Insurance, Securities, Employee Benefits, Series 24, Strategic Financial..., IRAs, Investment Advisory
Education
Franciscan University of Steubenville 1987 — 1990
Bachelor's Degree, Mathematics with Secondary Teaching Cetification, 3.0
Bluffton College 1985 — 1987
Computer Science
Charles OConnell Charles OConnell's MassMutual Financial Group Experience May 1998 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 1998 - Present
Education
Fordham University
BS
St Louis University
MPH
MassMutual Financial Group May 1998 - Present
Education
Fordham University
BS
St Louis University
MPH
Mark Sylvers's MassMutual Financial Group Experience November 2009 - December 2010
Job Working to Develop Business Relationships into Valued Business Partnerships!
Industry Marketing and Advertising
Experience
Con Edison January 2012 - Present
MassMutual Financial Group November 2009 - December 2010
Citibank January 2005 - December 2007
Edman and Co., NewsUSA 2003 - 2005
Primedia 2000 - 2003
SRDS (Standard Rate & Data Service) 1996 - 2000
Edison Brothers Store Inc (Wild Pair) 1977 - 1979
Skills
Marketing, Account Management, Building Relationships, Key Account Development, Value Based Selling, Strategic Communications, Needs Identification, Solution Selling, Public Speaking, Sales Operations, Negotiation, Strategic Planning, B2B, Customer Service, Training, Online Advertising, Sales, Advertising, New Business Development, Financial Services, Banking, Analytics, Mergers & Acquisitions, Management, CRM, Sales Management, Insurance, Selling, Business Development, Leadership, Strategy, Key Account Management, Competitive Analysis
Education
Fordham University 1981 — 1982
Briarcliffe College
Con Edison January 2012 - Present
MassMutual Financial Group November 2009 - December 2010
Citibank January 2005 - December 2007
Edman and Co., NewsUSA 2003 - 2005
Primedia 2000 - 2003
SRDS (Standard Rate & Data Service) 1996 - 2000
Edison Brothers Store Inc (Wild Pair) 1977 - 1979
Skills
Marketing, Account Management, Building Relationships, Key Account Development, Value Based Selling, Strategic Communications, Needs Identification, Solution Selling, Public Speaking, Sales Operations, Negotiation, Strategic Planning, B2B, Customer Service, Training, Online Advertising, Sales, Advertising, New Business Development, Financial Services, Banking, Analytics, Mergers & Acquisitions, Management, CRM, Sales Management, Insurance, Selling, Business Development, Leadership, Strategy, Key Account Management, Competitive Analysis
Education
Fordham University 1981 — 1982
Briarcliffe College
Caleb Routh Caleb Routh's MassMutual Financial Group Experience May 2015 - Present
Job Investment Strategies & Estate Planning at MML Investor Services
Industry Financial Services
Experience
MassMutual Financial Group May 2015 - Present
Northwestern Mutual December 2013 - May 2015
Qdoba Restaurant Corporation April 2011 - October 2013
Verizon Wireless April 2009 - March 2012
Skills
Marketing Strategy, Brand Development, Marketing, Advertising, Market Planning, Business Strategy, Creative Direction, Website Development, Direct Marketing, Marketing Communications, Integrated Marketing, Email Marketing, Social Media Marketing, Digital Marketing, Product Marketing, Marketing Management, Lead Generation, Account Management, Brand Management, Sales
Education
Colorado State Univerity 2012 — 2012
Business, Marketing
Front Range Community College 2009 — 2012
Associate of Arts (A.A.), Business Administration and Management, General, sophmore
Legacy High School
MassMutual Financial Group May 2015 - Present
Northwestern Mutual December 2013 - May 2015
Qdoba Restaurant Corporation April 2011 - October 2013
Verizon Wireless April 2009 - March 2012
Skills
Marketing Strategy, Brand Development, Marketing, Advertising, Market Planning, Business Strategy, Creative Direction, Website Development, Direct Marketing, Marketing Communications, Integrated Marketing, Email Marketing, Social Media Marketing, Digital Marketing, Product Marketing, Marketing Management, Lead Generation, Account Management, Brand Management, Sales
Education
Colorado State Univerity 2012 — 2012
Business, Marketing
Front Range Community College 2009 — 2012
Associate of Arts (A.A.), Business Administration and Management, General, sophmore
Legacy High School
Shane Robitaille Shane Robitaille's MassMutual Financial Group Experience 1997 - Present
Job IT | learning & development | management | community activist | digital media | author | cyclist
Industry Information Technology and Services
Experience
MassMutual Financial Group 1997 - Present
United States Air Force Reserve August 1991 - Present
Kite String Poems 2000 - Present
Springfield Mayor's Citywide Violence Prevention Task Force July 2013 - August 2014
United Way of Pioneer Valley January 2013 - June 2013
MassMutual Financial Group 2006 - 2007
MassMutual Financial Group 2001 - 2006
White House Communications Agency September 2002 - December 2002
MassMutual Financial Services 1997 - 2001
Massachusetts State Representative Campaign September 1999 - November 2000
Skills
Microsoft SharePoint, Camtasia Studio, Digital Media, Facilitation, Innovation, IT Governance, Software Project..., Resource Management, Organizational Learning, Web Authoring, SharePoint, Workshop Facilitation, Project Management, Consulting, Software Documentation, Vendor Management, Business Process..., Management, Governance, Quality Assurance, SDLC, Testing, Process Improvement, Published Author, Leadership, Team Leadership, Change Management, Networking, Training, Risk Management, Management Consulting, Analysis, Cross-functional Team..., Leadership Development, Project Planning, Social Media, Business Analysis, Team Building, Security, Access, Inspiring People, Innovation Consulting
Education
Full Sail University
Instructional Design and Technology
Community College of the Air Force 1991 — 1996
Applied Science (AAS), Personnel Administration
MassMutual Financial Group 1997 - Present
United States Air Force Reserve August 1991 - Present
Kite String Poems 2000 - Present
Springfield Mayor's Citywide Violence Prevention Task Force July 2013 - August 2014
United Way of Pioneer Valley January 2013 - June 2013
MassMutual Financial Group 2006 - 2007
MassMutual Financial Group 2001 - 2006
White House Communications Agency September 2002 - December 2002
MassMutual Financial Services 1997 - 2001
Massachusetts State Representative Campaign September 1999 - November 2000
Skills
Microsoft SharePoint, Camtasia Studio, Digital Media, Facilitation, Innovation, IT Governance, Software Project..., Resource Management, Organizational Learning, Web Authoring, SharePoint, Workshop Facilitation, Project Management, Consulting, Software Documentation, Vendor Management, Business Process..., Management, Governance, Quality Assurance, SDLC, Testing, Process Improvement, Published Author, Leadership, Team Leadership, Change Management, Networking, Training, Risk Management, Management Consulting, Analysis, Cross-functional Team..., Leadership Development, Project Planning, Social Media, Business Analysis, Team Building, Security, Access, Inspiring People, Innovation Consulting
Education
Full Sail University
Instructional Design and Technology
Community College of the Air Force 1991 — 1996
Applied Science (AAS), Personnel Administration
Jason Meunier Jason Meunier's MassMutual Financial Group Experience June 2012 - Present
Job Investment Operations Director MML Investors Services, LLC
Industry Financial Services
Experience
MassMutual Financial Group June 2012 - Present
MassMutual Financial Group January 2010 - May 2012
MassMutual Financial Group March 2008 - January 2010
MassMutual Financial Group December 2006 - February 2008
MassMutual Financial Group November 2003 - December 2006
Skills
Operations Management, Contact Center..., Broker Dealer Operations, Series 7, Series 24, Series 6, Series 26, Series 53, Lean Management, Securities Offerings, Variable Products, Variable Annuities, Fixed Annuities, Life Insurance, Variable Life, General Securities..., General Securities..., FINRA
Education
Isenberg School of Management, UMass Amherst 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General, 3.4
Framingham State College 1999 — 2003
Bachelor's degree, Business Administration and Management, General
McGill University 2001 — 2002
Business Administration and Management, General
MassMutual Financial Group June 2012 - Present
MassMutual Financial Group January 2010 - May 2012
MassMutual Financial Group March 2008 - January 2010
MassMutual Financial Group December 2006 - February 2008
MassMutual Financial Group November 2003 - December 2006
Skills
Operations Management, Contact Center..., Broker Dealer Operations, Series 7, Series 24, Series 6, Series 26, Series 53, Lean Management, Securities Offerings, Variable Products, Variable Annuities, Fixed Annuities, Life Insurance, Variable Life, General Securities..., General Securities..., FINRA
Education
Isenberg School of Management, UMass Amherst 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General, 3.4
Framingham State College 1999 — 2003
Bachelor's degree, Business Administration and Management, General
McGill University 2001 — 2002
Business Administration and Management, General
Cheston Hyers's MassMutual Financial Group Experience January 2012 - January 2013
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Southeast Health District December 2012 - Present
MassMutual Financial Group January 2012 - January 2013
Home Oxygen & Medical Equipment May 2006 - July 2010
Skills
Insurance, Access, Outlook, PowerPoint, Excel, Microsoft Excel, Microsoft Office, Windows, Team Building, Teamwork, Team Management, Telehealth, Accounting, Finance, Financial Accounting, Managerial Finance, Financial Analysis
Education
College of Business Administration 2009 — 2011
Associate of Arts, Finance; Business Administration; Business Administration
Georgia Southern University 2009 — 2011
Bachelor of Business Administration, Finance
Georgia Southern University 2009 — 2011
Bachelor, Business Administration
Southeast Health District December 2012 - Present
MassMutual Financial Group January 2012 - January 2013
Home Oxygen & Medical Equipment May 2006 - July 2010
Skills
Insurance, Access, Outlook, PowerPoint, Excel, Microsoft Excel, Microsoft Office, Windows, Team Building, Teamwork, Team Management, Telehealth, Accounting, Finance, Financial Accounting, Managerial Finance, Financial Analysis
Education
College of Business Administration 2009 — 2011
Associate of Arts, Finance; Business Administration; Business Administration
Georgia Southern University 2009 — 2011
Bachelor of Business Administration, Finance
Georgia Southern University 2009 — 2011
Bachelor, Business Administration
Jenna Allis's MassMutual Financial Group Experience March 2013 - Present
Job Change Agent at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group March 2013 - Present
MassMutual Financial Group May 2010 - July 2013
MassMutual Financial Group November 2009 - March 2013
Pioneer Administrative Services a POMCO Company May 2009 - November 2009
MassMutual Financial Group November 2007 - April 2009
MassMutual Financial Group July 2006 - October 2007
Skills
Project Management, Conference Planning, Newsletters, Event Planning, Public Speaking, Customer Service, Microsoft Office, Problem Solving, Process Improvement, Data Analysis, Content Management, Planning Budgeting &..., Program Management, Continuous Improvement, Metric Development, Metrics Reporting, Strategic Planning, Team Building, Training, Change Management, Coaching, Business Process...
Education
Framingham State University 2002 — 2006
B.S.
MassMutual Financial Group March 2013 - Present
MassMutual Financial Group May 2010 - July 2013
MassMutual Financial Group November 2009 - March 2013
Pioneer Administrative Services a POMCO Company May 2009 - November 2009
MassMutual Financial Group November 2007 - April 2009
MassMutual Financial Group July 2006 - October 2007
Skills
Project Management, Conference Planning, Newsletters, Event Planning, Public Speaking, Customer Service, Microsoft Office, Problem Solving, Process Improvement, Data Analysis, Content Management, Planning Budgeting &..., Program Management, Continuous Improvement, Metric Development, Metrics Reporting, Strategic Planning, Team Building, Training, Change Management, Coaching, Business Process...
Education
Framingham State University 2002 — 2006
B.S.
Lulu Gong's MassMutual Financial Group Experience January 2015 - January 2015
Job CoFounder at Zoom Venture Partners
Industry Investment Banking
Experience
Zoom Venture Partners June 2015 - Present
Newport Coast Securities, Inc. June 2015 - August 2015
Alpha Capital Corporation March 2015 - June 2015
Accelerate Product Partners, LLC May 2015 - May 2015
Accenture March 2015 - May 2015
MassMutual Financial Group January 2015 - January 2015
China Merchants Bank June 2014 - August 2014
Skills
Financial Analysis, Research, PowerPoint, Finance, Nonprofits, Marketing, Investments, Social Media, Teaching, CRM, Microsoft Excel, Microsoft Office, Corporate Finance, Financial Modeling, Public Speaking, Data Analysis, Team Leadership, Investment Banking, Bloomberg Terminal, Valuation, Due Diligence, Python
Education
Franklin & Marshall College 2013 — 2017
Bachelor of Arts (BA), Business/Commerce, General
Zoom Venture Partners June 2015 - Present
Newport Coast Securities, Inc. June 2015 - August 2015
Alpha Capital Corporation March 2015 - June 2015
Accelerate Product Partners, LLC May 2015 - May 2015
Accenture March 2015 - May 2015
MassMutual Financial Group January 2015 - January 2015
China Merchants Bank June 2014 - August 2014
Skills
Financial Analysis, Research, PowerPoint, Finance, Nonprofits, Marketing, Investments, Social Media, Teaching, CRM, Microsoft Excel, Microsoft Office, Corporate Finance, Financial Modeling, Public Speaking, Data Analysis, Team Leadership, Investment Banking, Bloomberg Terminal, Valuation, Due Diligence, Python
Education
Franklin & Marshall College 2013 — 2017
Bachelor of Arts (BA), Business/Commerce, General
Ralph E. Butts Ralph E. Butts's MassMutual Financial Group Experience December 2010 - November 2014
Job Contract Program Manager at Voya Financial
Industry Information Technology and Services
Experience
Voya Financial April 2015 - Present
Lincoln Financial Group November 2014 - April 2015
MassMutual Financial Group December 2010 - November 2014
Modis Columbus November 2010 - December 2010
B and R Consulting, Incorporated January 2007 - November 2010
Franklin Computer Services Group January 2007 - September 2010
Cardinal Health January 2006 - January 2007
Quick Solutions Incorporated January 2005 - January 2006
Nationwide Insurance Company January 1999 - January 2004
Nationwide Insurance Company January 1996 - January 1999
Skills
Project Management, Project Planning, SDLC, MS Project, Management, Leadership, Business Process, Training, Analysis, PMO, Testing, IT Service Management, Budgets, Contract Negotiation, Strategy, Telecommunications, Program Management, Business Process..., Project Portfolio..., Vendor Management, IT Strategy, Team Building, Business Intelligence, IT Management, Project Delivery, Strategic Planning, Process Improvement
Education
Project Management Institute 2003 — 2003
PMP, Project Management Professional
Franklin University 1999 — 2001
MBA, Executive Management
Saint Leo University 1997 — 1999
BA, Business Management
Columbus State Community College 1987 — 1989
Associate of Arts, Business Management
Voya Financial April 2015 - Present
Lincoln Financial Group November 2014 - April 2015
MassMutual Financial Group December 2010 - November 2014
Modis Columbus November 2010 - December 2010
B and R Consulting, Incorporated January 2007 - November 2010
Franklin Computer Services Group January 2007 - September 2010
Cardinal Health January 2006 - January 2007
Quick Solutions Incorporated January 2005 - January 2006
Nationwide Insurance Company January 1999 - January 2004
Nationwide Insurance Company January 1996 - January 1999
Skills
Project Management, Project Planning, SDLC, MS Project, Management, Leadership, Business Process, Training, Analysis, PMO, Testing, IT Service Management, Budgets, Contract Negotiation, Strategy, Telecommunications, Program Management, Business Process..., Project Portfolio..., Vendor Management, IT Strategy, Team Building, Business Intelligence, IT Management, Project Delivery, Strategic Planning, Process Improvement
Education
Project Management Institute 2003 — 2003
PMP, Project Management Professional
Franklin University 1999 — 2001
MBA, Executive Management
Saint Leo University 1997 — 1999
BA, Business Management
Columbus State Community College 1987 — 1989
Associate of Arts, Business Management
Kyle Mensing's MassMutual Financial Group Experience December 2008 - January 2009
Job Commercial Development Director at Greer Development Corporation
Industry Commercial Real Estate
Experience
Greer Development Corporation September 2012 - Present
Greer Station Association September 2012 - Present
Panalpina July 2011 - September 2012
SHiFT June 2011 - July 2011
InSite Consulting Group August 2009 - February 2011
CellAssist 2010 - 2011
AAA Pioneer Valley June 2006 - December 2010
The Weitzman Group, Inc June 2009 - August 2009
MassMutual Financial Group December 2008 - January 2009
Skills
Social Media, Microsoft Office, Strategic Planning, Public Speaking, Marketing, New Business Development, Event Planning, Budgets, Economic Development, Location Intelligence, Real Estate, Customer Service, PowerPoint, Microsoft Excel, Sales, Account Management, Press Releases, Financial Analysis, Marketing Strategy
Education
Furman University 2006 — 2010
Bachelor of Arts, Business Administration and Economics
Greer Development Corporation September 2012 - Present
Greer Station Association September 2012 - Present
Panalpina July 2011 - September 2012
SHiFT June 2011 - July 2011
InSite Consulting Group August 2009 - February 2011
CellAssist 2010 - 2011
AAA Pioneer Valley June 2006 - December 2010
The Weitzman Group, Inc June 2009 - August 2009
MassMutual Financial Group December 2008 - January 2009
Skills
Social Media, Microsoft Office, Strategic Planning, Public Speaking, Marketing, New Business Development, Event Planning, Budgets, Economic Development, Location Intelligence, Real Estate, Customer Service, PowerPoint, Microsoft Excel, Sales, Account Management, Press Releases, Financial Analysis, Marketing Strategy
Education
Furman University 2006 — 2010
Bachelor of Arts, Business Administration and Economics
Nora O'Malley, M.A. Nora O'Malley, M.A.'s MassMutual Financial Group Experience November 2013 - February 2014
Job Sr. Recruiter at Cherokee Nation Businesses
Industry Human Resources
Experience
Cherokee Nation Businesses June 2015 - Present
Optimum Technologies, Inc. April 2015 - May 2015
ikaSystems October 2014 - March 2015
Kaz USA, Inc. June 2014 - September 2014
Fallon Health February 2014 - July 2014
MassMutual Financial Group November 2013 - February 2014
EMD - Affiliates of Merck KGaA, Darmstadt, Germany April 2013 - October 2013
Dell December 2012 - March 2013
Helen of Troy - Kaz Division January 2012 - December 2012
Aspen Aerogels July 2011 - January 2012
Skills
Talent Acquisition, Onboarding, Applicant Tracking..., Employee Relations, Sourcing, HRIS, College Recruiting, Performance Management, Hiring, Organizational..., Internet Recruiting, Process Improvement, Negotiation, Social Media, Talent Management, OFCCP, Team Building, Policy, Workforce Planning, Healthcare, Social Networking, Influential, Full-cycle Recruiting, Interviewing, Technical Recruiting, Benefits, Candidate Screening, Employee Engagement, Succession Planning, PeopleSoft, Coaching, HR Consulting, Compensation, Benefits Administration, Recruitment/Retention, Employment Law, HR Policies, Mentoring, Salary Negotiation, Leadership Development, Screening, Resume Writing, Change Management, Compliance, Strategic Sourcing, Direct Recruiting, Candidate Assessment, Vendor Management, Career Development, Employee Training
Education
Framingham State College 1995 — 1997
MA
UMass Lowell 1985 — 1990
BS
Chelmsford High School
Cherokee Nation Businesses June 2015 - Present
Optimum Technologies, Inc. April 2015 - May 2015
ikaSystems October 2014 - March 2015
Kaz USA, Inc. June 2014 - September 2014
Fallon Health February 2014 - July 2014
MassMutual Financial Group November 2013 - February 2014
EMD - Affiliates of Merck KGaA, Darmstadt, Germany April 2013 - October 2013
Dell December 2012 - March 2013
Helen of Troy - Kaz Division January 2012 - December 2012
Aspen Aerogels July 2011 - January 2012
Skills
Talent Acquisition, Onboarding, Applicant Tracking..., Employee Relations, Sourcing, HRIS, College Recruiting, Performance Management, Hiring, Organizational..., Internet Recruiting, Process Improvement, Negotiation, Social Media, Talent Management, OFCCP, Team Building, Policy, Workforce Planning, Healthcare, Social Networking, Influential, Full-cycle Recruiting, Interviewing, Technical Recruiting, Benefits, Candidate Screening, Employee Engagement, Succession Planning, PeopleSoft, Coaching, HR Consulting, Compensation, Benefits Administration, Recruitment/Retention, Employment Law, HR Policies, Mentoring, Salary Negotiation, Leadership Development, Screening, Resume Writing, Change Management, Compliance, Strategic Sourcing, Direct Recruiting, Candidate Assessment, Vendor Management, Career Development, Employee Training
Education
Framingham State College 1995 — 1997
MA
UMass Lowell 1985 — 1990
BS
Chelmsford High School
Jeff DeCarli Jeff DeCarli's MassMutual Financial Group Experience November 1997 - Present
Job Systems Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 1997 - Present
Skills
SDLC, SOA, Websphere, TOGAF, Application Architecture, Solution Architecture, DB2, Requirements Gathering, Systems Analysis, webMethods, Business Process, Visio
Education
Full Sail University 1993 — 1994
Recording Arts Specialized Associates Degree, Audio Engineering
MassMutual Financial Group November 1997 - Present
Skills
SDLC, SOA, Websphere, TOGAF, Application Architecture, Solution Architecture, DB2, Requirements Gathering, Systems Analysis, webMethods, Business Process, Visio
Education
Full Sail University 1993 — 1994
Recording Arts Specialized Associates Degree, Audio Engineering
Denise Stratton, QPFC,CFS Denise Stratton, QPFC,CFS's MassMutual Financial Group Experience April 2014 - Present
Job Senior Relationship Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group April 2014 - Present
ING US June 2001 - Present
Mass Mutual April 1999 - June 2001
Skills
401k, Relationship Management, Mutual Funds, Financial Services, Series 6, Retirement Planning, Asset Allocation, Pensions, Retirement, Series 7, Insurance, Investments, Series 63, qualified plan..., Wealth Management, Securities
Education
Isenberg School of Management, UMass Amherst 1997 — 1999
MBA
Framingham State University 1986 — 1990
BA
MassMutual Financial Group April 2014 - Present
ING US June 2001 - Present
Mass Mutual April 1999 - June 2001
Skills
401k, Relationship Management, Mutual Funds, Financial Services, Series 6, Retirement Planning, Asset Allocation, Pensions, Retirement, Series 7, Insurance, Investments, Series 63, qualified plan..., Wealth Management, Securities
Education
Isenberg School of Management, UMass Amherst 1997 — 1999
MBA
Framingham State University 1986 — 1990
BA
Natalia Budyldina, MBA Natalia Budyldina, MBA's MassMutual Financial Group Experience July 2013 - November 2013
Job Financial Advisor at Frank Do and Associates
Industry Financial Services
Experience
Frank Do & Associates October 2013 - Present
DeVry University June 2012 - April 2014
MassMutual Financial Group July 2013 - November 2013
Frank Do & Associates July 2013 - October 2013
PSD Global Inc. March 2013 - May 2013
Lufthansa Consulting September 2010 - September 2011
Skills
Research, Customer Service, Leadership, Strategic Planning, Event Planning, Business Development, Financial Analysis, Time Management, Critical Thinking, Accounting, Teamwork, Management, Organizational..., Data Analysis, Business Strategy, E-Learning, Intercultural..., Leadership Development, Strategic Financial..., Social Networking, Marketing, Event Management, Business Planning, Financial Modeling, Ad-hoc
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Business Administration (MBA), Hospitality and Tourism Management
Georgia Institute of Technology 2013 — 2013
Russian State Pedagogical University named after A.I. Herzen 2006 — 2011
Bachelor's Degree
Frank Do & Associates October 2013 - Present
DeVry University June 2012 - April 2014
MassMutual Financial Group July 2013 - November 2013
Frank Do & Associates July 2013 - October 2013
PSD Global Inc. March 2013 - May 2013
Lufthansa Consulting September 2010 - September 2011
Skills
Research, Customer Service, Leadership, Strategic Planning, Event Planning, Business Development, Financial Analysis, Time Management, Critical Thinking, Accounting, Teamwork, Management, Organizational..., Data Analysis, Business Strategy, E-Learning, Intercultural..., Leadership Development, Strategic Financial..., Social Networking, Marketing, Event Management, Business Planning, Financial Modeling, Ad-hoc
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Business Administration (MBA), Hospitality and Tourism Management
Georgia Institute of Technology 2013 — 2013
Russian State Pedagogical University named after A.I. Herzen 2006 — 2011
Bachelor's Degree
Julia Seroskie CFP®, ChFEBC Julia Seroskie CFP®, ChFEBC's MassMutual Financial Group Experience October 2009 - Present
Job V.P. of Investments & Director of Financial Planning at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2009 - Present
Ameriprise Financial 2006 - October 2009
Skills
Investments, Retirement Planning, Series 7, Wealth Management, Series 63, Mutual Funds, Asset Allocation, Retirement, Estate Planning, Life & Health Licenses, Uniform Combined State..., 401k, Strategic Financial..., Series 66, Licensed in VA, MD, DC,..., Series 24, Licensed in AZ, SC, Finance, Life Insurance, Disability Insurance
Education
Georgetown University 2010 — 2011
CFP Certificate, Professional Education
James Madison University
Business Administration, Marketing
MassMutual Financial Group October 2009 - Present
Ameriprise Financial 2006 - October 2009
Skills
Investments, Retirement Planning, Series 7, Wealth Management, Series 63, Mutual Funds, Asset Allocation, Retirement, Estate Planning, Life & Health Licenses, Uniform Combined State..., 401k, Strategic Financial..., Series 66, Licensed in VA, MD, DC,..., Series 24, Licensed in AZ, SC, Finance, Life Insurance, Disability Insurance
Education
Georgetown University 2010 — 2011
CFP Certificate, Professional Education
James Madison University
Business Administration, Marketing
Devin Madden, MPH Devin Madden, MPH's MassMutual Financial Group Experience 2004 - 2004
Job Condom Availability Program Manager at NYC Department of Education
Industry Nonprofit Organization Management
Experience
NYC Department of Education August 2014 - Present
Icahn School of Medicine at Mount Sinai June 2012 - August 2014
Southern Connecticut State University August 2013 - June 2014
Mount Sinai School of Medicine November 2011 - June 2012
Mount Sinai School of Medicine, The Witness Project of Harlem January 2011 - September 2011
Connecticut Women's Hall of Fame August 2009 - August 2011
New York City Department of Health and Mental Hygiene January 2011 - March 2011
March of Dimes January 2008 - July 2009
Part of the Solution (POTS) with People Advocating New Solutions (PANS) September 2003 - May 2005
MassMutual Financial Group 2004 - 2004
Skills
Large Group Facilitation, Logistics, Qualitative Research, Quantitative Research, Public Health, Public Health Policy, Health Communications, Reproductive Health, Adolescent Health, Program Planning, Program Evaluation, Volunteer Development, Community Outreach, Community Organizing, Preventive Health, Volunteer Management, Workshop Facilitation, Preventive Medicine, Health Communication, Data Analysis, Healthcare, Fundraising, Capacity Building, Program Development, Global Health, Policy, Volunteering, Plannning, Policy Analysis, Youth Programs, Health Policy, Grant Writing, Grants
Education
Southern Connecticut State University 2009 — 2011
MPH, Public Health, Health Promotion
Fordham University 2003 — 2007
BA, Women's Studies, English
National University of Ireland, Galway 2005 — 2005
Study Abroad, English & Women's Studies
NYC Department of Education August 2014 - Present
Icahn School of Medicine at Mount Sinai June 2012 - August 2014
Southern Connecticut State University August 2013 - June 2014
Mount Sinai School of Medicine November 2011 - June 2012
Mount Sinai School of Medicine, The Witness Project of Harlem January 2011 - September 2011
Connecticut Women's Hall of Fame August 2009 - August 2011
New York City Department of Health and Mental Hygiene January 2011 - March 2011
March of Dimes January 2008 - July 2009
Part of the Solution (POTS) with People Advocating New Solutions (PANS) September 2003 - May 2005
MassMutual Financial Group 2004 - 2004
Skills
Large Group Facilitation, Logistics, Qualitative Research, Quantitative Research, Public Health, Public Health Policy, Health Communications, Reproductive Health, Adolescent Health, Program Planning, Program Evaluation, Volunteer Development, Community Outreach, Community Organizing, Preventive Health, Volunteer Management, Workshop Facilitation, Preventive Medicine, Health Communication, Data Analysis, Healthcare, Fundraising, Capacity Building, Program Development, Global Health, Policy, Volunteering, Plannning, Policy Analysis, Youth Programs, Health Policy, Grant Writing, Grants
Education
Southern Connecticut State University 2009 — 2011
MPH, Public Health, Health Promotion
Fordham University 2003 — 2007
BA, Women's Studies, English
National University of Ireland, Galway 2005 — 2005
Study Abroad, English & Women's Studies
Michael Lindley, LUTCF Michael Lindley, LUTCF's MassMutual Financial Group Experience April 2013 - Present
Job Managing Director @ MassMutual RaleighDurham
Industry Financial Services
Experience
MassMutual Financial Group April 2013 - Present
RBC Insurance March 2001 - February 2011
Skills
Sales, Strategy, Disability Insurance, Recruiting, Term Life Insurance, Training, Life Insurance, Fixed Annuities, Sales Management, Employee Benefits, Financial Services, Mutual Funds, Equity Indexed Annuities, Variable Annuities, Account Management, Underwriting, Variable Life, Management, Entrepreneurship, Insurance, Marketing, Long-term Care, Retirement, Long Term Care Insurance, Finance, Variable Life Insurance
Education
Francis Marion University
Oak Hill Academy- Mouth of Wilson, VA
1987
West Iredell High School, Statesville, NC
MassMutual Financial Group April 2013 - Present
RBC Insurance March 2001 - February 2011
Skills
Sales, Strategy, Disability Insurance, Recruiting, Term Life Insurance, Training, Life Insurance, Fixed Annuities, Sales Management, Employee Benefits, Financial Services, Mutual Funds, Equity Indexed Annuities, Variable Annuities, Account Management, Underwriting, Variable Life, Management, Entrepreneurship, Insurance, Marketing, Long-term Care, Retirement, Long Term Care Insurance, Finance, Variable Life Insurance
Education
Francis Marion University
Oak Hill Academy- Mouth of Wilson, VA
1987
West Iredell High School, Statesville, NC
Romin Amin Romin Amin's MassMutual Financial Group Experience January 2013 - May 2013
Job
Industry Financial Services
Experience
Zaxby's Inc. October 2014 - July 2015
Target September 2006 - October 2014
MassMutual Financial Group January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Research, Financial Statement..., Management, English, Windows, Public Speaking, Photoshop, Capital Budgeting
Education
Georgia State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Banking, Corporate, and Finance
Georgia Perimeter College 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Zaxby's Inc. October 2014 - July 2015
Target September 2006 - October 2014
MassMutual Financial Group January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Research, Financial Statement..., Management, English, Windows, Public Speaking, Photoshop, Capital Budgeting
Education
Georgia State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Banking, Corporate, and Finance
Georgia Perimeter College 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Isaac Rothstein's MassMutual Financial Group Experience February 2012 - January 2014
Job Game asset designer and character animator
Industry Computer Games
Experience
Parker Staffing Services: Contracting to Nintendo November 2014 - May 2015
Virginia Family Senior Services (owner) May 2013 - January 2014
MassMutual Financial Group February 2012 - January 2014
Sub-Rosa October 2008 - October 2010
Gold's Gym May 2008 - October 2008
Gold's Gym March 2005 - May 2008
Robert E. Beach Architect January 2001 - March 2005
Telecad Services (owner) March 2000 - January 2001
Microdec-FM August 1999 - March 2000
Snelling May 1999 - August 1999
Skills
Business Strategy, Data Analysis, SWOT analysis, VRIO Framework, Business Valuation, Strategic Financial..., Microsoft Excel, Customer Service, Management, Leadership, Training, Public Speaking, Sales, Estate Planning, Retirement Planning, Insurance, Networking, Marketing, Social Media, Research, Architectural Drawings, CAD/CAM, 3D Visualization, AutoCAD, Maya, CRM Databases, SQL, VBA, Visual Basic, Real Estate Valuation, Porter's 5 Forces
Education
George Mason University 2008 — 2011
Bachelor of Science, Finance
Parker Staffing Services: Contracting to Nintendo November 2014 - May 2015
Virginia Family Senior Services (owner) May 2013 - January 2014
MassMutual Financial Group February 2012 - January 2014
Sub-Rosa October 2008 - October 2010
Gold's Gym May 2008 - October 2008
Gold's Gym March 2005 - May 2008
Robert E. Beach Architect January 2001 - March 2005
Telecad Services (owner) March 2000 - January 2001
Microdec-FM August 1999 - March 2000
Snelling May 1999 - August 1999
Skills
Business Strategy, Data Analysis, SWOT analysis, VRIO Framework, Business Valuation, Strategic Financial..., Microsoft Excel, Customer Service, Management, Leadership, Training, Public Speaking, Sales, Estate Planning, Retirement Planning, Insurance, Networking, Marketing, Social Media, Research, Architectural Drawings, CAD/CAM, 3D Visualization, AutoCAD, Maya, CRM Databases, SQL, VBA, Visual Basic, Real Estate Valuation, Porter's 5 Forces
Education
George Mason University 2008 — 2011
Bachelor of Science, Finance
Noemi Chaparro Noemi Chaparro's MassMutual Financial Group Experience January 2009 - Present
Job Financial Services Professional, Registered Representative
Industry Financial Services
Experience
MassMutual Financial Group January 2009 - Present
WaMu June 2002 - August 2008
Washington Mutual May 2000 - June 2002
Washington Mutual July 1997 - April 2000
Education
Fordham University 1975 — 1977
MassMutual Financial Group January 2009 - Present
WaMu June 2002 - August 2008
Washington Mutual May 2000 - June 2002
Washington Mutual July 1997 - April 2000
Education
Fordham University 1975 — 1977
Olivia Martin, CLTC's MassMutual Financial Group Experience 2012 - 2013
Job Koch Industries
Industry Accounting
Experience
Koch Industries September 2014 - Present
AGH Employer Solutions - AGH Wealth Management July 2008 - May 2014
MassMutual Financial Group 2012 - 2013
Allen, Gibbs & Houlik, L.C. July 2008 - November 2011
Education
Friends University
BA, Business Management
Koch Industries September 2014 - Present
AGH Employer Solutions - AGH Wealth Management July 2008 - May 2014
MassMutual Financial Group 2012 - 2013
Allen, Gibbs & Houlik, L.C. July 2008 - November 2011
Education
Friends University
BA, Business Management
Douglas Mishkin's MassMutual Financial Group Experience 1990 - 1991
Job President & CEO, Algren Associates, Inc.
Industry Insurance
Experience
Algren Associates, Inc 1997 - Present
MobileBGA August 2015 - Present
LIFE Foundation January 2012 - December 2014
NAILBA 2003 - 2009
NAILBA 2007 - 2008
Bufkin, Hefferon & Siegel 1994 - 1997
The Guardian Life Insurance Company of America 1991 - 1994
MassMutual Financial Group 1990 - 1991
Skills
Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Long-term Care, Underwriting, Retirement Planning, Universal Life, Financial Services, Health Insurance, Term Life Insurance, Brokers, Retirement, Strategic Financial..., Securities, Reinsurance, Employee Benefits, Financial Advisory, IRAs, Financial Planning, Estate Planning, Long Term Care Insurance, Whole Life
Education
Franklin & Marshall College 1986 — 1990
BA, Business Management
Horace Mann 1981 — 1986
The Leaders Group, Member FINRA/SIPC
Registered representative
Algren Associates, Inc 1997 - Present
MobileBGA August 2015 - Present
LIFE Foundation January 2012 - December 2014
NAILBA 2003 - 2009
NAILBA 2007 - 2008
Bufkin, Hefferon & Siegel 1994 - 1997
The Guardian Life Insurance Company of America 1991 - 1994
MassMutual Financial Group 1990 - 1991
Skills
Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Long-term Care, Underwriting, Retirement Planning, Universal Life, Financial Services, Health Insurance, Term Life Insurance, Brokers, Retirement, Strategic Financial..., Securities, Reinsurance, Employee Benefits, Financial Advisory, IRAs, Financial Planning, Estate Planning, Long Term Care Insurance, Whole Life
Education
Franklin & Marshall College 1986 — 1990
BA, Business Management
Horace Mann 1981 — 1986
The Leaders Group, Member FINRA/SIPC
Registered representative
Richard St. Jean, Jr. Richard St. Jean, Jr.'s MassMutual Financial Group Experience 1991 - Present
Job CEO and Managing Partner at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group May 2005 - Present
MassMutual Financial Group 1991 - Present
Skills
Strategic Financial..., Retirement Planning, Finance, Wealth Management, Estate Planning, Investment Advisory, Financial Planners, Investments, Insurance, Securities, Financial Advisory, Training, Disability Insurance, Retirement, Marketing Strategy, Leadership, Group Benefit Plans, Strategic Planning, Strategy
Education
Fordham University 1984 — 1988
BA, theology, communications, philosophy
Commonwealth Financial Group May 2005 - Present
MassMutual Financial Group 1991 - Present
Skills
Strategic Financial..., Retirement Planning, Finance, Wealth Management, Estate Planning, Investment Advisory, Financial Planners, Investments, Insurance, Securities, Financial Advisory, Training, Disability Insurance, Retirement, Marketing Strategy, Leadership, Group Benefit Plans, Strategic Planning, Strategy
Education
Fordham University 1984 — 1988
BA, theology, communications, philosophy
Todd A Lee Todd A Lee's MassMutual Financial Group Experience June 2011 - June 2015
Job Customer Experience Officer & Strategist | Customercentric Experience Innovation & Optimization
Industry Insurance
Experience
MassMutual Financial Group June 2011 - June 2015
MassMutual Financial Group August 2009 - June 2011
MassMutual Retirement Income April 2008 - August 2009
CIGNA January 2004 - September 2007
CIGNA Healthcare January 2003 - January 2004
Cigna June 2001 - January 2003
Liberty Mutual December 1990 - June 2001
Travelers 1989 - 1990
USAF 1985 - 1989
Skills
Customer Experience, Strategic Planning, Digital Innovation, Capability Development, Operations Management, Turnaround Experience, Staff Development, Voice of the Customer, Lean Management, Claims Management, Program Management, Risk Management, Design Thinking, Process Improvement, Project Portfolio..., Insurance, Call Centers, Financial Services, Strategy, Customer Satisfaction, PMO, Business Process..., Business Analysis, Leadership, CRM, Vendor Management, Management, Project Delivery, Executive Management, Customer Service, Change Management, Health Insurance, Management Consulting, Strategic Partnerships, Project Management, Healthcare Industry, SDLC, Analytics, Employee Benefits, Analysis, Business Strategy, Cross-functional Team..., Team Building, Business Intelligence, Business Process, Business Transformation, Marketing
Education
Franklin Pierce University
BS, Computer Science - High Honor's
MassMutual Financial Group June 2011 - June 2015
MassMutual Financial Group August 2009 - June 2011
MassMutual Retirement Income April 2008 - August 2009
CIGNA January 2004 - September 2007
CIGNA Healthcare January 2003 - January 2004
Cigna June 2001 - January 2003
Liberty Mutual December 1990 - June 2001
Travelers 1989 - 1990
USAF 1985 - 1989
Skills
Customer Experience, Strategic Planning, Digital Innovation, Capability Development, Operations Management, Turnaround Experience, Staff Development, Voice of the Customer, Lean Management, Claims Management, Program Management, Risk Management, Design Thinking, Process Improvement, Project Portfolio..., Insurance, Call Centers, Financial Services, Strategy, Customer Satisfaction, PMO, Business Process..., Business Analysis, Leadership, CRM, Vendor Management, Management, Project Delivery, Executive Management, Customer Service, Change Management, Health Insurance, Management Consulting, Strategic Partnerships, Project Management, Healthcare Industry, SDLC, Analytics, Employee Benefits, Analysis, Business Strategy, Cross-functional Team..., Team Building, Business Intelligence, Business Process, Business Transformation, Marketing
Education
Franklin Pierce University
BS, Computer Science - High Honor's
James Barranco James Barranco's MassMutual Financial Group Experience May 2014 - August 2014
Job Corporate Banking Intern at United Overseas Bank Limited
Industry Financial Services
Experience
United Overseas Bank Limited May 2015 - Present
MassMutual Financial Group May 2014 - August 2014
Next Generation Insurance Group June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Leadership, Writing, Teamwork, Social Media, Risk Management, Investments
Education
Franklin & Marshall College 2012 — 2016
Bachelor's degree, Business Organization and Society
Shanghai University of Finance and Economics 2015 — 2015
Finance and Economics
Phoenix Country Day School 2008 — 2012
United Overseas Bank Limited May 2015 - Present
MassMutual Financial Group May 2014 - August 2014
Next Generation Insurance Group June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Leadership, Writing, Teamwork, Social Media, Risk Management, Investments
Education
Franklin & Marshall College 2012 — 2016
Bachelor's degree, Business Organization and Society
Shanghai University of Finance and Economics 2015 — 2015
Finance and Economics
Phoenix Country Day School 2008 — 2012
Robert Horstman Robert Horstman's MassMutual Financial Group Experience May 2010 - May 2011
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
VLP Financial Advisors April 2014 - Present
Allstate Financial Services, LLC May 2011 - April 2014
MassMutual Financial Group May 2010 - May 2011
Skills
Investment Advisory, Financial Advisory, Independent Financial..., Retirement Planning, 401k, 401k Rollovers, IRAs, Wealth Management, Wealth Accumulation, Succession Planning, Investment Strategies, Retirement, Estate Planning, College Savings Plans, Life Insurance, Disability Insurance, Long Term Care Insurance, Buy-sell Agreements, Finance, Financial Services, Series 7, Mutual Funds, Roth IRA, Asset Allocation, Long-term Care, Series 65, Key Employee Benefits
Education
George Mason University 2014 — 2016
Certified Financial Planner Certificate Program, Financial Planning
James Madison University 2006 — 2010
Bachelor of Business Administration (BBA), Finance and Financial Management Services
TIAA-CREF August 2015 - Present
VLP Financial Advisors April 2014 - Present
Allstate Financial Services, LLC May 2011 - April 2014
MassMutual Financial Group May 2010 - May 2011
Skills
Investment Advisory, Financial Advisory, Independent Financial..., Retirement Planning, 401k, 401k Rollovers, IRAs, Wealth Management, Wealth Accumulation, Succession Planning, Investment Strategies, Retirement, Estate Planning, College Savings Plans, Life Insurance, Disability Insurance, Long Term Care Insurance, Buy-sell Agreements, Finance, Financial Services, Series 7, Mutual Funds, Roth IRA, Asset Allocation, Long-term Care, Series 65, Key Employee Benefits
Education
George Mason University 2014 — 2016
Certified Financial Planner Certificate Program, Financial Planning
James Madison University 2006 — 2010
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Benjamin Willinsky's MassMutual Financial Group Experience 2013 - 2014
Job Business Analyst at Incapsulate
Industry Information Technology and Services
Experience
Incapsulate March 2015 - Present
ESAI Energy LLC 2014 - 2015
MassMutual Financial Group 2013 - 2014
MassMutual Financial Group 2012 - 2013
U.S. House of Representatives February 2011 - May 2011
Pudong Institute for the U.S. Economy March 2010 - August 2010
IHS June 2009 - March 2010
Skills
Research, Business Analysis, International Relations, Data Analysis, Project Management, Economics, Leadership, Public Speaking, Microsoft Excel, Strategy
Education
University of Rochester 2007 — 2011
B.A., International Relations; Minor in Chinese, Major GPA 3.6
Fudan University 2010 — 2010
Chinese Studies
Incapsulate March 2015 - Present
ESAI Energy LLC 2014 - 2015
MassMutual Financial Group 2013 - 2014
MassMutual Financial Group 2012 - 2013
U.S. House of Representatives February 2011 - May 2011
Pudong Institute for the U.S. Economy March 2010 - August 2010
IHS June 2009 - March 2010
Skills
Research, Business Analysis, International Relations, Data Analysis, Project Management, Economics, Leadership, Public Speaking, Microsoft Excel, Strategy
Education
University of Rochester 2007 — 2011
B.A., International Relations; Minor in Chinese, Major GPA 3.6
Fudan University 2010 — 2010
Chinese Studies
Vicki Floyt's MassMutual Financial Group Experience December 2009 - October 2010
Job Regional Sales Manager at The Southern Link
Industry Wholesale
Experience
The Southern Link September 2013 - Present
Giftcraft May 2013 - August 2013
Manual Woodworkers & Weavers June 2012 - May 2013
Workplace Options October 2010 - April 2012
MassMutual Financial Group December 2009 - October 2010
Petals Florist & Gifts April 2006 - April 2009
Ganz March 1999 - February 2006
Skills
Event Planning, Microsoft Office, Leadership, Project Management, Inventory Management, Retail, Contract Negotiation, Microsoft Excel, Business, Customer Service, Entrepreneurship, Invoicing, Key Account Management, Office Management, PowerPoint, Operations Management, Sales, Customer Satisfaction, Business Development, Small Business, Human Resources, Project Planning, Contract Management, Insurance, Music, Praise, Singing, Vocalist, Volunteer Management, B2B, Sales Operations, Worship, Worship Music, Volunteer Recruiting, Volunteer Training
Education
North Carolina State University 1989 — 1992
BS, Horticulture
George Mason University 1987 — 1989
Studied Business
The Southern Link September 2013 - Present
Giftcraft May 2013 - August 2013
Manual Woodworkers & Weavers June 2012 - May 2013
Workplace Options October 2010 - April 2012
MassMutual Financial Group December 2009 - October 2010
Petals Florist & Gifts April 2006 - April 2009
Ganz March 1999 - February 2006
Skills
Event Planning, Microsoft Office, Leadership, Project Management, Inventory Management, Retail, Contract Negotiation, Microsoft Excel, Business, Customer Service, Entrepreneurship, Invoicing, Key Account Management, Office Management, PowerPoint, Operations Management, Sales, Customer Satisfaction, Business Development, Small Business, Human Resources, Project Planning, Contract Management, Insurance, Music, Praise, Singing, Vocalist, Volunteer Management, B2B, Sales Operations, Worship, Worship Music, Volunteer Recruiting, Volunteer Training
Education
North Carolina State University 1989 — 1992
BS, Horticulture
George Mason University 1987 — 1989
Studied Business
Sunny Handa Sunny Handa's MassMutual Financial Group Experience March 2008 - Present
Job Investment Advisor & Financial Services Professional
Industry Financial Services
Experience
MassMutual Financial Group March 2008 - Present
Greenville Chamber of Commerce January 2014 - Present
Rotary Club of Greenville, SC January 2014 - Present
Furman University March 2008 - Present
Rotary Club of Greenville, South carolina February 2008 - Present
Greater Greer Chamber of Commerce January 2008 - Present
MICHELIN DEVELOPMENT UPSTATE March 2015 - Present
Greenville International Film Festival January 2012 - October 2012
Michelin June 1979 - June 2007
Michelin Tire Corporation Federal Credit Union April 1991 - April 2006
Skills
Business Planning, Management, Strategic Planning, Investments, Marketing, Risk Management, Insurance, Leadership, Team Building, Project Planning, Start-ups, Budgets, Public Speaking, Customer Service, Retirement, Project Management, Finance, Program Management, Sales, Fundraising, Strategy, Leadership Development, Entrepreneurship, Event Planning, Marketing Strategy, Small Business, New Business Development, Research, Team Leadership, Business Development, Wealth Management, Financial Services, Life Insurance, Business Strategy, Operations Management, Management Consulting, Financial Analysis, Process Improvement, Analysis, Sales Management, Product Development, Six Sigma, Consulting, Training, Securities
Education
THE ROTARY LEADERSHIP INSTITUTE 2013 — 2015
RLI CERTIFICATION, LEADERSHIP SPIRAL, SERVICE SPIRAL, MEMBERSHIP SPIRAL, RLI - GRADUATE STUDIES - CERTIFIED
Furman University 1981 — 1986
MBA, Business Law and Finance
Punjab Engineering College 1971 — 1975
Bachelor of Science, Mechanical Engineering
MassMutual Financial Group March 2008 - Present
Greenville Chamber of Commerce January 2014 - Present
Rotary Club of Greenville, SC January 2014 - Present
Furman University March 2008 - Present
Rotary Club of Greenville, South carolina February 2008 - Present
Greater Greer Chamber of Commerce January 2008 - Present
MICHELIN DEVELOPMENT UPSTATE March 2015 - Present
Greenville International Film Festival January 2012 - October 2012
Michelin June 1979 - June 2007
Michelin Tire Corporation Federal Credit Union April 1991 - April 2006
Skills
Business Planning, Management, Strategic Planning, Investments, Marketing, Risk Management, Insurance, Leadership, Team Building, Project Planning, Start-ups, Budgets, Public Speaking, Customer Service, Retirement, Project Management, Finance, Program Management, Sales, Fundraising, Strategy, Leadership Development, Entrepreneurship, Event Planning, Marketing Strategy, Small Business, New Business Development, Research, Team Leadership, Business Development, Wealth Management, Financial Services, Life Insurance, Business Strategy, Operations Management, Management Consulting, Financial Analysis, Process Improvement, Analysis, Sales Management, Product Development, Six Sigma, Consulting, Training, Securities
Education
THE ROTARY LEADERSHIP INSTITUTE 2013 — 2015
RLI CERTIFICATION, LEADERSHIP SPIRAL, SERVICE SPIRAL, MEMBERSHIP SPIRAL, RLI - GRADUATE STUDIES - CERTIFIED
Furman University 1981 — 1986
MBA, Business Law and Finance
Punjab Engineering College 1971 — 1975
Bachelor of Science, Mechanical Engineering
Marsha Vacca Marsha Vacca's MassMutual Financial Group Experience December 2008 - 2013
Job Independent Insurance Agent
Industry Financial Services
Experience
MassMutual Financial Group December 2008 - 2013
NAIFA Northern California 2007 - 2009
PWA Insurance Services 2006 - 2008
Skills
Financial Services, Marketing, Retirement Planning, Fixed Annuities, Life Insurance, Financial Planners, Insurance, Investments, Sales, Disability Insurance, Mutual Funds, Securities, Strategic Financial..., Public Speaking, Estate Planning, Retirement, Financial Goals, Customer Service, Long-term Care
Education
Fuller Theological Seminary
Master of Arts (M.A.), Theological and Ministerial Studies
University of California, Irvine
Bachelor's degree, Biology/Biological Sciences, General
MassMutual Financial Group December 2008 - 2013
NAIFA Northern California 2007 - 2009
PWA Insurance Services 2006 - 2008
Skills
Financial Services, Marketing, Retirement Planning, Fixed Annuities, Life Insurance, Financial Planners, Insurance, Investments, Sales, Disability Insurance, Mutual Funds, Securities, Strategic Financial..., Public Speaking, Estate Planning, Retirement, Financial Goals, Customer Service, Long-term Care
Education
Fuller Theological Seminary
Master of Arts (M.A.), Theological and Ministerial Studies
University of California, Irvine
Bachelor's degree, Biology/Biological Sciences, General
Jie Zhu Jie Zhu's MassMutual Financial Group Experience November 2011 - January 2012
Job Sr. .NET developer at Industrial and Commercial Bank of China Financial Services LLC
Industry Information Technology and Services
Experience
Industrial and Commercial Bank of China Financial Services LLC January 2012 - Present
Dragon Gate Investment Partners April 2009 - Present
DOOR3 Business Applications, Inc. January 2011 - June 2013
MassMutual Financial Group November 2011 - January 2012
EMC January 2011 - January 2012
Morgan Stanley Smith Barney January 2011 - November 2011
Gabriels Technology Solutions March 2008 - January 2011
Z Cube Technology, LLC March 2007 - February 2008
Georgia Institute of Technology August 2003 - May 2007
China Construction Bank January 2000 - August 2003
Skills
ASP.NET, LINQ, WCF, .NET, WPF, C#, ADO.NET, Visual Studio, TFS
Education
Georgia Institute of Technology 2005 — 2007
Master, Statistics--Applied Statistics
Georgia Institute of Technology 2005 — 2007
Master, Industrial Engineering (Manufacturing and Supply Chain System)
Fudan University 2000 — 2003
Master, Environmental Chemistry/Photo Chemistry
Fudan University 1996 — 2000
Bachelor's Degree, Environment Sciences
Industrial and Commercial Bank of China Financial Services LLC January 2012 - Present
Dragon Gate Investment Partners April 2009 - Present
DOOR3 Business Applications, Inc. January 2011 - June 2013
MassMutual Financial Group November 2011 - January 2012
EMC January 2011 - January 2012
Morgan Stanley Smith Barney January 2011 - November 2011
Gabriels Technology Solutions March 2008 - January 2011
Z Cube Technology, LLC March 2007 - February 2008
Georgia Institute of Technology August 2003 - May 2007
China Construction Bank January 2000 - August 2003
Skills
ASP.NET, LINQ, WCF, .NET, WPF, C#, ADO.NET, Visual Studio, TFS
Education
Georgia Institute of Technology 2005 — 2007
Master, Statistics--Applied Statistics
Georgia Institute of Technology 2005 — 2007
Master, Industrial Engineering (Manufacturing and Supply Chain System)
Fudan University 2000 — 2003
Master, Environmental Chemistry/Photo Chemistry
Fudan University 1996 — 2000
Bachelor's Degree, Environment Sciences
Jeff Fountain Jr. Jeff Fountain Jr.'s MassMutual Financial Group Experience April 2015 - Present
Job Financial Services Representative at Garrison Financial, LLC
Industry Financial Services
Experience
Garrison Financial, LLC June 2015 - Present
MassMutual Financial Group April 2015 - Present
Garrison Financial LLC 2013 - 2013
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General
St. Paul's School for Boys 1998 — 2010
Garrison Financial, LLC June 2015 - Present
MassMutual Financial Group April 2015 - Present
Garrison Financial LLC 2013 - 2013
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General
St. Paul's School for Boys 1998 — 2010
Yvette Ali, M.Ed, MS, PMP Yvette Ali, M.Ed, MS, PMP's MassMutual Financial Group Experience June 2015 - Present
Job Systems Director at MassMutual Financial Group
Industry Management Consulting
Experience
MassMutual Financial Group June 2015 - Present
MassMutual Financial Group March 2012 - June 2015
MassMutual Financial Group March 2008 - March 2012
CREC - Montessori Magnet School June 2002 - March 2008
Skills
PMP, AMI, CT State Certified..., Management, Data Analysis, Business Intelligence, SDLC, Project Portfolio..., Business Process..., Requirements Gathering, Business Requirements, Business Analysis, Resource Management, Governance, Vendor Management, Project Management, Program Management, Process Improvement
Education
Fordham University
Bachelor of Science (B.S.), Information Science and Business Administration
Loyola College in Maryland
Master of Education (M.Ed.), Elementary Education and Teaching
Rensselaer Polytechnic Institute
Master of Science (M.S.), Operational Management
MassMutual Financial Group June 2015 - Present
MassMutual Financial Group March 2012 - June 2015
MassMutual Financial Group March 2008 - March 2012
CREC - Montessori Magnet School June 2002 - March 2008
Skills
PMP, AMI, CT State Certified..., Management, Data Analysis, Business Intelligence, SDLC, Project Portfolio..., Business Process..., Requirements Gathering, Business Requirements, Business Analysis, Resource Management, Governance, Vendor Management, Project Management, Program Management, Process Improvement
Education
Fordham University
Bachelor of Science (B.S.), Information Science and Business Administration
Loyola College in Maryland
Master of Education (M.Ed.), Elementary Education and Teaching
Rensselaer Polytechnic Institute
Master of Science (M.S.), Operational Management
Brandon Parker's MassMutual Financial Group Experience January 2009 - January 2010
Job Home Mortgage Consultant (SAFE) Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo May 2013 - Present
Delta Air Lines March 2012 - May 2013
Coca Cola Bottling United September 2010 - February 2012
MassMutual Financial Group January 2009 - January 2010
Pepsi bottling company October 2004 - January 2009
Skills
Loans, Credit, Banking, Credit Analysis, Financial Analysis, Retail Banking, Mortgage Lending, Commercial Banking, Portfolio Management, Commercial Lending, Investments, Loan Origination, Mortgage Banking, Microsoft Excel, Consumer Lending, Risk Management, Credit Risk, Outlook, Customer Service, Small Business Lending, Wealth Management, Finance, Refinance, Logistics, Sales Operations, Marketing, Time Management, Training
Education
Walden University 2004 — 2009
Bachelor of Business Administration (BBA), Business Management/ Finance
Georgia Southern University - College of Business Administration 2000 — 2004
Bachelor of Business Administration (BBA), Business Management / Finance
Wells Fargo September 2015 - Present
Wells Fargo May 2013 - Present
Delta Air Lines March 2012 - May 2013
Coca Cola Bottling United September 2010 - February 2012
MassMutual Financial Group January 2009 - January 2010
Pepsi bottling company October 2004 - January 2009
Skills
Loans, Credit, Banking, Credit Analysis, Financial Analysis, Retail Banking, Mortgage Lending, Commercial Banking, Portfolio Management, Commercial Lending, Investments, Loan Origination, Mortgage Banking, Microsoft Excel, Consumer Lending, Risk Management, Credit Risk, Outlook, Customer Service, Small Business Lending, Wealth Management, Finance, Refinance, Logistics, Sales Operations, Marketing, Time Management, Training
Education
Walden University 2004 — 2009
Bachelor of Business Administration (BBA), Business Management/ Finance
Georgia Southern University - College of Business Administration 2000 — 2004
Bachelor of Business Administration (BBA), Business Management / Finance
Wanyi Yang Wanyi Yang's MassMutual Financial Group Experience July 2010 - September 2010
Job Equity Research Analyst at Essential Investment Partners, LLC
Industry Investment Management
Experience
Essential Investment Partners, LLC October 2014 - May 2015
Investment Management Associates May 2014 - March 2015
IPS Strategic Capital January 2014 - May 2014
Five Rings Financial November 2013 - May 2014
China Minsheng Banking Corp.ltd May 2013 - August 2013
Ipsos Business Consulting April 2013 - August 2013
MassMutual Financial Group July 2010 - September 2010
Malatang Resturant May 2010 - July 2010
Skills
Strategic Planning, Financial Analysis, Data Analysis, Analysis, Financial Modeling, Microsoft Excel, Business Strategy, Public Speaking, Research, Microsoft Office, Budgets, Leadership, Management, Market Research, Project Management, Valuation, Finance
Education
Fordham University 2015 — 2017
Master of Science (MS), Global Finance
University of Colorado Denver 2011 — 2014
Bachelor's degree, Economics, 3.88
Stanford University 2012 — 2012
Exchange Student, Development Economics and International Development, 4.0
China Agricultural University 2009 — 2010
Bachelor's degree, Economics, 3.87
Fordham University
Fordham University
Essential Investment Partners, LLC October 2014 - May 2015
Investment Management Associates May 2014 - March 2015
IPS Strategic Capital January 2014 - May 2014
Five Rings Financial November 2013 - May 2014
China Minsheng Banking Corp.ltd May 2013 - August 2013
Ipsos Business Consulting April 2013 - August 2013
MassMutual Financial Group July 2010 - September 2010
Malatang Resturant May 2010 - July 2010
Skills
Strategic Planning, Financial Analysis, Data Analysis, Analysis, Financial Modeling, Microsoft Excel, Business Strategy, Public Speaking, Research, Microsoft Office, Budgets, Leadership, Management, Market Research, Project Management, Valuation, Finance
Education
Fordham University 2015 — 2017
Master of Science (MS), Global Finance
University of Colorado Denver 2011 — 2014
Bachelor's degree, Economics, 3.88
Stanford University 2012 — 2012
Exchange Student, Development Economics and International Development, 4.0
China Agricultural University 2009 — 2010
Bachelor's degree, Economics, 3.87
Fordham University
Fordham University
Yohan Eun Yohan Eun's MassMutual Financial Group Experience January 2012 - February 2013
Job Assistant Demand Manager at Doosan Infracore America Corporation
Industry Logistics and Supply Chain
Experience
Doosan Infracore America October 2015 - Present
CJ Korea Express September 2013 - September 2015
Hanssem Corp March 2013 - September 2013
MassMutual Financial Group January 2012 - February 2013
Skills
Supply Chain Management, Logistics Management, Foreign Military Sales, Freight Forwarding, Forklift Operation, Financial Analysis, Warehouse Management, Analytic Problem Solving, Project Management, Strategic Financial..., Investments
Education
George Mason University 2008 — 2012
Bachelor’s Degree, Finance
Doosan Infracore America October 2015 - Present
CJ Korea Express September 2013 - September 2015
Hanssem Corp March 2013 - September 2013
MassMutual Financial Group January 2012 - February 2013
Skills
Supply Chain Management, Logistics Management, Foreign Military Sales, Freight Forwarding, Forklift Operation, Financial Analysis, Warehouse Management, Analytic Problem Solving, Project Management, Strategic Financial..., Investments
Education
George Mason University 2008 — 2012
Bachelor’s Degree, Finance
Lynne M. Celia's MassMutual Financial Group Experience November 2014 - Present
Job Agency Executive Senior Partner, Asset Management Group, Inc.
Industry Financial Services
Experience
MassMutual Financial Group November 2014 - Present
New York Life Insurance Company November 2012 - October 2014
Wells Fargo Advisors, LLC April 2007 - November 2012
STR, LLC 2006 - 2012
VTEC Systems January 1991 - March 2008
Department of Technology and Information 2005 - 2006
American Red Cross 1997 - 2003
BDM International, Inc. 1995 - 1997
Mainstay Software Corporation 1994 - 1995
BDM Federal, Inc. 1990 - 1994
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Strategic Financial..., Mutual Funds, Retirement, Estate Planning, Investment Advisory, Asset Allocation, Fixed Annuities, Portfolio Management, Financial Advisory, Series 63, Investment Strategies, Integration, Software Development, Leadership, ERP, ERP Implementations, ERP Oracle, SAP ERP, Project Management, Project Planning, Technical Recruiting, Technical Leadership, Technical Writing, Business Process..., Organizational Behavior, Change Management, Disaster Recovery, Risk Management, Financial Reporting, Financial Analysis, Financial Modeling, Financial Accounting, Strategic Planning, IT Strategy, Strategic Partnerships, Program Management, Finance, Financial Services, Strategy, SDLC, Process Improvement, Management, Insurance, Analysis, Business Development, Executive Management
Education
The George Washington University 1988 — 1991
Master of Business Administration (M.B.A.), Finance and Investing, 3.9
The University of Charleston 1980 — 1984
Bachelor of Science (B.S.), Business Administration, Majored in Computer Science, 4.0
Georgetown University 2010 — 2011
CFP(TM), Certified Financial Planning Program, Passed Test in March 2011
MassMutual Financial Group November 2014 - Present
New York Life Insurance Company November 2012 - October 2014
Wells Fargo Advisors, LLC April 2007 - November 2012
STR, LLC 2006 - 2012
VTEC Systems January 1991 - March 2008
Department of Technology and Information 2005 - 2006
American Red Cross 1997 - 2003
BDM International, Inc. 1995 - 1997
Mainstay Software Corporation 1994 - 1995
BDM Federal, Inc. 1990 - 1994
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Strategic Financial..., Mutual Funds, Retirement, Estate Planning, Investment Advisory, Asset Allocation, Fixed Annuities, Portfolio Management, Financial Advisory, Series 63, Investment Strategies, Integration, Software Development, Leadership, ERP, ERP Implementations, ERP Oracle, SAP ERP, Project Management, Project Planning, Technical Recruiting, Technical Leadership, Technical Writing, Business Process..., Organizational Behavior, Change Management, Disaster Recovery, Risk Management, Financial Reporting, Financial Analysis, Financial Modeling, Financial Accounting, Strategic Planning, IT Strategy, Strategic Partnerships, Program Management, Finance, Financial Services, Strategy, SDLC, Process Improvement, Management, Insurance, Analysis, Business Development, Executive Management
Education
The George Washington University 1988 — 1991
Master of Business Administration (M.B.A.), Finance and Investing, 3.9
The University of Charleston 1980 — 1984
Bachelor of Science (B.S.), Business Administration, Majored in Computer Science, 4.0
Georgetown University 2010 — 2011
CFP(TM), Certified Financial Planning Program, Passed Test in March 2011
Jerome Whittington Jerome Whittington's MassMutual Financial Group Experience February 2011 - August 2011
Job Assistant Logistics Manager at Nordstrom
Industry Retail
Experience
Nordstrom December 2013 - Present
Nordstrom Rack May 2012 - November 2013
Warrior Spirit Movers August 2011 - May 2012
MassMutual Financial Group February 2011 - August 2011
Skills
Customer Service, Microsoft Office, Merchandising, Inventory Management, Sales
Education
High School of Commerce 1999 — 2003
Full Sail University
Nordstrom December 2013 - Present
Nordstrom Rack May 2012 - November 2013
Warrior Spirit Movers August 2011 - May 2012
MassMutual Financial Group February 2011 - August 2011
Skills
Customer Service, Microsoft Office, Merchandising, Inventory Management, Sales
Education
High School of Commerce 1999 — 2003
Full Sail University
Miller DeVenny Miller DeVenny's MassMutual Financial Group Experience January 2015 - Present
Job Investment Services Specialist
Industry Investment Management
Experience
MassMutual Financial Group January 2015 - Present
Lancaster County Clerk of Court January 2014 - January 2015
Folks, Khoury & DeVenny, LLC May 2013 - January 2014
The Riley Institute at Furman University May 2011 - May 2013
Skills
Research, Public Speaking, Event Planning, Microsoft Office, Student Affairs, PowerPoint, Data Analysis, Editing, Social Media, Social Networking, Leadership, Microsoft Word, Time Management, Fundraising, Microsoft Excel
Education
Furman University 2009 — 2013
Bachelor of Arts (B.A.), Political Science
MassMutual Financial Group January 2015 - Present
Lancaster County Clerk of Court January 2014 - January 2015
Folks, Khoury & DeVenny, LLC May 2013 - January 2014
The Riley Institute at Furman University May 2011 - May 2013
Skills
Research, Public Speaking, Event Planning, Microsoft Office, Student Affairs, PowerPoint, Data Analysis, Editing, Social Media, Social Networking, Leadership, Microsoft Word, Time Management, Fundraising, Microsoft Excel
Education
Furman University 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Sisa Wang's MassMutual Financial Group Experience March 2011 - June 2011
Job Executive Assistant to the President
Industry Management Consulting
Experience
Strategic Resource Management, Inc. February 2015 - Present
HRO Partners August 2012 - December 2014
Colonial Life 2012 - December 2014
Hilton Worldwide November 2011 - April 2012
MassMutual Financial Group March 2011 - June 2011
Stix April 2007 - May 2011
BSKFI of Memphis May 2005 - August 2008
Skills
Microsoft Office, Event Planning, Customer Service, Social Media, Facebook, Mandarin, Leadership, Marketing, Employee Benefits, Strategic Planning, Hospitality, Administrative..., Team Building, Management, Project Coordination, Graphic Design, Technical Support, System Administration, Japanese culture, Economics, OnQ R&I, OnQ, Cloud Storage, Microsoft Publisher, SharePoint, Sales, Public Speaking, Human Resources, Training, Linkedin, PowerPoint
Education
University of Memphis 2006 — 2011
B.B.A., International Business
Fudan University 2010 — 2010
International Studies
BSKFI
Collierville High
EMBARK
Fayettville Christian
Strategic Resource Management, Inc. February 2015 - Present
HRO Partners August 2012 - December 2014
Colonial Life 2012 - December 2014
Hilton Worldwide November 2011 - April 2012
MassMutual Financial Group March 2011 - June 2011
Stix April 2007 - May 2011
BSKFI of Memphis May 2005 - August 2008
Skills
Microsoft Office, Event Planning, Customer Service, Social Media, Facebook, Mandarin, Leadership, Marketing, Employee Benefits, Strategic Planning, Hospitality, Administrative..., Team Building, Management, Project Coordination, Graphic Design, Technical Support, System Administration, Japanese culture, Economics, OnQ R&I, OnQ, Cloud Storage, Microsoft Publisher, SharePoint, Sales, Public Speaking, Human Resources, Training, Linkedin, PowerPoint
Education
University of Memphis 2006 — 2011
B.B.A., International Business
Fudan University 2010 — 2010
International Studies
BSKFI
Collierville High
EMBARK
Fayettville Christian
Tamara Fowls Tamara Fowls's MassMutual Financial Group Experience August 2013 - December 2014
Job Assistant Vice President at MassMutual Financial Group
Industry Financial Services
Experience
A January 2015 - Present
MassMutual Financial Group August 2013 - December 2014
MassMutual Financial Group November 2011 - August 2013
MassMutual Financial Group March 2009 - October 2011
Barings Asset Management July 2008 - March 2009
MassMutual Financial Group October 2005 - July 2008
MassMutual Financial Group August 2005 - October 2005
MassMutual Financial Group July 2004 - August 2005
MassMutual Financial Group July 2003 - July 2004
Morgan Stanley September 2002 - March 2003
Skills
Auditing, Internal Controls, Insurance, Financial Risk, Management, Team Leadership, Risk Assessment, Analysis, Risk Management, Financial Reporting
Education
The University of Connecticut School of Law 2004 — 2008
Doctor of Law (J.D.), Tax Law/Taxation, 3.6
Georgetown University 2001 — 2003
Bachelor of Arts (BA), Economics, 3.6
Saint Louis University 2000 — 2001
Transferred, Economics, 3.6
A January 2015 - Present
MassMutual Financial Group August 2013 - December 2014
MassMutual Financial Group November 2011 - August 2013
MassMutual Financial Group March 2009 - October 2011
Barings Asset Management July 2008 - March 2009
MassMutual Financial Group October 2005 - July 2008
MassMutual Financial Group August 2005 - October 2005
MassMutual Financial Group July 2004 - August 2005
MassMutual Financial Group July 2003 - July 2004
Morgan Stanley September 2002 - March 2003
Skills
Auditing, Internal Controls, Insurance, Financial Risk, Management, Team Leadership, Risk Assessment, Analysis, Risk Management, Financial Reporting
Education
The University of Connecticut School of Law 2004 — 2008
Doctor of Law (J.D.), Tax Law/Taxation, 3.6
Georgetown University 2001 — 2003
Bachelor of Arts (BA), Economics, 3.6
Saint Louis University 2000 — 2001
Transferred, Economics, 3.6
Mike VanPelt Mike VanPelt's MassMutual Financial Group Experience December 2013 - November 2014
Job Financial Services Professional at Pacific Capital Resource Group
Industry Financial Services
Experience
Pacific Capital Resource Group October 2014 - Present
MassMutual Financial Group December 2013 - November 2014
The Partners Group April 2013 - December 2013
COUNTRY ® Financial July 2011 - March 2013
Webtrends September 2010 - April 2011
APMC Mortgage June 2003 - December 2008
AIG VALIC November 1997 - July 2003
VanPelt's Christmas Trees October 1990 - January 2003
Skills
Strategic Financial..., Strategic Planning, Insurance, Financial Services, Property & Casualty..., Sales Management, Disability Insurance, Life Insurance, Key Person Insurance, Wealth Management, Retirement Planning, Fixed Annuities, Series 6, Series 63, 401k Rollovers, Investments, 401k, Simple IRA, Estate Planning, Small Business, Business Development, Long-term Care, Strategy, Entrepreneurship, Mortgage Lending, Finance, Retirement, IRAs, Long Term Care Insurance, Financial Planners, Term Life Insurance, Roth IRA, Employee Benefits, Variable Annuities, Financial Planning
Education
George Fox University 1990 — 1994
BS, Economics & Business Administration
Hesston 1988 — 1990
Associate of Arts (A.A.), Business Administration and Management, General
Pacific Capital Resource Group October 2014 - Present
MassMutual Financial Group December 2013 - November 2014
The Partners Group April 2013 - December 2013
COUNTRY ® Financial July 2011 - March 2013
Webtrends September 2010 - April 2011
APMC Mortgage June 2003 - December 2008
AIG VALIC November 1997 - July 2003
VanPelt's Christmas Trees October 1990 - January 2003
Skills
Strategic Financial..., Strategic Planning, Insurance, Financial Services, Property & Casualty..., Sales Management, Disability Insurance, Life Insurance, Key Person Insurance, Wealth Management, Retirement Planning, Fixed Annuities, Series 6, Series 63, 401k Rollovers, Investments, 401k, Simple IRA, Estate Planning, Small Business, Business Development, Long-term Care, Strategy, Entrepreneurship, Mortgage Lending, Finance, Retirement, IRAs, Long Term Care Insurance, Financial Planners, Term Life Insurance, Roth IRA, Employee Benefits, Variable Annuities, Financial Planning
Education
George Fox University 1990 — 1994
BS, Economics & Business Administration
Hesston 1988 — 1990
Associate of Arts (A.A.), Business Administration and Management, General
James Nance James Nance's MassMutual Financial Group Experience June 2009 - December 2009
Job Washington DC Manager at AFEX
Industry Financial Services
Experience
AFEX July 2015 - Present
World First USA September 2012 - June 2015
Institute for Cultural Programs January 2012 - September 2012
Military Sealift Command May 2009 - January 2012
MassMutual Financial Group June 2009 - December 2009
Center for the Study of the Presidency & Congress (CSPC) 2008 - 2009
Skills
Economics, Risk Management, Financial Risk, Financial Markets, Financial Analysis, Derivatives, Microsoft Office, FX Options, Finance, Microsoft Excel, Investments, Leadership, Russian, Investment Banking, Management, Public Speaking, Corporate Finance, Trading, Research, Strategic Financial..., Customer Service, Sales, Business Development, Foreign Currency
Education
George Mason University 2007 — 2011
Bachelor of Arts (B.A.), Government and International Politics (BA)
George Mason University 2007 — 2011
Russian and Eurasian Studies (BA), Concentration: Russian Language
Herzen State Pedagogical University of Russia
Russian Language
Langley High
AFEX July 2015 - Present
World First USA September 2012 - June 2015
Institute for Cultural Programs January 2012 - September 2012
Military Sealift Command May 2009 - January 2012
MassMutual Financial Group June 2009 - December 2009
Center for the Study of the Presidency & Congress (CSPC) 2008 - 2009
Skills
Economics, Risk Management, Financial Risk, Financial Markets, Financial Analysis, Derivatives, Microsoft Office, FX Options, Finance, Microsoft Excel, Investments, Leadership, Russian, Investment Banking, Management, Public Speaking, Corporate Finance, Trading, Research, Strategic Financial..., Customer Service, Sales, Business Development, Foreign Currency
Education
George Mason University 2007 — 2011
Bachelor of Arts (B.A.), Government and International Politics (BA)
George Mason University 2007 — 2011
Russian and Eurasian Studies (BA), Concentration: Russian Language
Herzen State Pedagogical University of Russia
Russian Language
Langley High
Brian Radcliffe's MassMutual Financial Group Experience January 2013 - April 2015
Job Financial Control Administrator at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services April 2015 - Present
MassMutual Financial Group January 2013 - April 2015
The Hartford March 2008 - December 2012
MFS Investment Management March 1998 - February 2008
John Hancock Financial Services September 1993 - March 1998
Skills
Financial Services, 401k, Experienced Business..., Business Analysis, Retirement, Qualified Retirement..., Mutual Funds, Control Accounting, Securities, Information Technology, Microsoft Access, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Customer Support, SharePoint, Facilitation, Elicitation, Pensions, FINRA, Sales, Software Quality..., SDLC, Public Speaking, Financial Reporting, User Acceptance Testing, Systems Analysis
Education
Framingham State University 1991 — 1996
Master's Degree, Business Administration and Management, General
Framingham State University 1985 — 1989
Bachelor's Degree, Economics
Boston Financial Data Services April 2015 - Present
MassMutual Financial Group January 2013 - April 2015
The Hartford March 2008 - December 2012
MFS Investment Management March 1998 - February 2008
John Hancock Financial Services September 1993 - March 1998
Skills
Financial Services, 401k, Experienced Business..., Business Analysis, Retirement, Qualified Retirement..., Mutual Funds, Control Accounting, Securities, Information Technology, Microsoft Access, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Customer Support, SharePoint, Facilitation, Elicitation, Pensions, FINRA, Sales, Software Quality..., SDLC, Public Speaking, Financial Reporting, User Acceptance Testing, Systems Analysis
Education
Framingham State University 1991 — 1996
Master's Degree, Business Administration and Management, General
Framingham State University 1985 — 1989
Bachelor's Degree, Economics
Simon Zheng's MassMutual Financial Group Experience November 2013 - Present
Job Sales Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 2013 - Present
MassMutual Financial Group April 2013 - Present
ADP Strategies July 2012 - Present
Skills
Tax favorable strategies, Defined benefit plan, Retirement income plan, Estate Planning, Executive bonus plan, Deferred Compensation, Individual/Group Health..., Medicare Supplement Plan, Insurance strategies, Retirement, Small Business, Fixed Annuities, Life Insurance, Wealth Management, Insurance, Investments, Financial Services, Disability Insurance, Employee Benefits, Networking, Finance, Retirement Planning, 401k, Long-term Care, IRAs, Term Life Insurance, Financial Planners, Mutual Funds, Whole Life, Wealth Accumulation, Series 6, Financial Planning
Education
George Mason University 1998 — 2000
BS, Business & Management Information System
MassMutual Financial Group November 2013 - Present
MassMutual Financial Group April 2013 - Present
ADP Strategies July 2012 - Present
Skills
Tax favorable strategies, Defined benefit plan, Retirement income plan, Estate Planning, Executive bonus plan, Deferred Compensation, Individual/Group Health..., Medicare Supplement Plan, Insurance strategies, Retirement, Small Business, Fixed Annuities, Life Insurance, Wealth Management, Insurance, Investments, Financial Services, Disability Insurance, Employee Benefits, Networking, Finance, Retirement Planning, 401k, Long-term Care, IRAs, Term Life Insurance, Financial Planners, Mutual Funds, Whole Life, Wealth Accumulation, Series 6, Financial Planning
Education
George Mason University 1998 — 2000
BS, Business & Management Information System
Charles Smith, MBA's MassMutual Financial Group Experience March 2012 - April 2014
Job PepsiCoArby's Team, National Accounts
Industry Food & Beverages
Experience
PepsiCo May 2014 - Present
MassMutual Financial Group March 2012 - April 2014
Statesboro Tire and Brake 2010 - 2011
Skills
Project Management, SAP, Food Service Operations, Food Service Reporting, Beverage Industry, Data Analysis, Marketing, Corporate Branding, Foodservice Beverage..., Long Term Care Insurance, Financial Services, Fixed Annuities, Retirement Planning, College Education..., Life Insurance, Disability Insurance, Estate Planning..., Cash Flow Management, Personal Budgeting, Supplemental Executive..., Annuities, Buy-sell Agreements, Private Pensions
Education
Georgia Southern University 2010 — 2011
MBA
Georgia Southern University 2006 — 2010
BBA, Economics/ Emphasis in International Business
PepsiCo May 2014 - Present
MassMutual Financial Group March 2012 - April 2014
Statesboro Tire and Brake 2010 - 2011
Skills
Project Management, SAP, Food Service Operations, Food Service Reporting, Beverage Industry, Data Analysis, Marketing, Corporate Branding, Foodservice Beverage..., Long Term Care Insurance, Financial Services, Fixed Annuities, Retirement Planning, College Education..., Life Insurance, Disability Insurance, Estate Planning..., Cash Flow Management, Personal Budgeting, Supplemental Executive..., Annuities, Buy-sell Agreements, Private Pensions
Education
Georgia Southern University 2010 — 2011
MBA
Georgia Southern University 2006 — 2010
BBA, Economics/ Emphasis in International Business
Andrea M. Salerno Andrea M. Salerno's MassMutual Financial Group Experience February 1999 - May 2001
Job History Teacher at Oakcrest School
Industry Primary/Secondary Education
Experience
Oakcrest School An independent school for girls grades 6-12 September 2012 - Present
Arlington County Schools September 2011 - June 2012
SB Mortgage June 2001 - August 2011
MassMutual Financial Group February 1999 - May 2001
Skills
Comparative Politics, Political Campaigns, Education, Political Science, World History, American History, Fundraising, Public Policy, Mortgage Lending, FHA, History, Teaching, Public Speaking, Research, Editing, Government, Curriculum Development, Curriculum Design, Higher Education, Analysis, Loan Origination, Loans, Marketing, Mortgage Banking, Politics, Program Management, Referrals, Residential Mortgages
Education
George Mason University 2012 — 2014
Masters, Education; Curriculum and Instruction; Secondary Education; History and Social Studies
George Mason University
Bachelor of Arts, History
Oakcrest School An independent school for girls grades 6-12 September 2012 - Present
Arlington County Schools September 2011 - June 2012
SB Mortgage June 2001 - August 2011
MassMutual Financial Group February 1999 - May 2001
Skills
Comparative Politics, Political Campaigns, Education, Political Science, World History, American History, Fundraising, Public Policy, Mortgage Lending, FHA, History, Teaching, Public Speaking, Research, Editing, Government, Curriculum Development, Curriculum Design, Higher Education, Analysis, Loan Origination, Loans, Marketing, Mortgage Banking, Politics, Program Management, Referrals, Residential Mortgages
Education
George Mason University 2012 — 2014
Masters, Education; Curriculum and Instruction; Secondary Education; History and Social Studies
George Mason University
Bachelor of Arts, History
Michael Thao Michael Thao's MassMutual Financial Group Experience May 2014 - June 2014
Job Microsoft Dynamics AX Functional Finance Consultant at eBECS North America
Industry Computer Software
Experience
eBECS September 2014 - Present
Tin Drum Asia Cafe September 2013 - August 2014
MassMutual Financial Group May 2014 - June 2014
Georgia Transmission Corporation June 2013 - August 2013
Georgia Institute of Technology January 2013 - May 2013
Delta Air Lines May 2011 - October 2012
Chick-fil-A March 2009 - May 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Time Management, Microsoft Word, Leadership Development, Public Relations, Finance, Matlab, Leadership, Management, Team Leadership, Data Analysis, Training, Organizational..., Market Research, Analysis, Project Planning, Operations Management, Microsoft Dynamics AX, Software Implementation, AutoCAD, Autodesk Inventor
Education
Georgia Institute of Technology 2009 — 2014
Bachelor's Degree, Business Administration- Finance, 3.34
eBECS September 2014 - Present
Tin Drum Asia Cafe September 2013 - August 2014
MassMutual Financial Group May 2014 - June 2014
Georgia Transmission Corporation June 2013 - August 2013
Georgia Institute of Technology January 2013 - May 2013
Delta Air Lines May 2011 - October 2012
Chick-fil-A March 2009 - May 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Time Management, Microsoft Word, Leadership Development, Public Relations, Finance, Matlab, Leadership, Management, Team Leadership, Data Analysis, Training, Organizational..., Market Research, Analysis, Project Planning, Operations Management, Microsoft Dynamics AX, Software Implementation, AutoCAD, Autodesk Inventor
Education
Georgia Institute of Technology 2009 — 2014
Bachelor's Degree, Business Administration- Finance, 3.34
Chimera Thompson (formerly Bowen) Chimera Thompson (formerly Bowen)'s MassMutual Financial Group Experience October 2001 - June 2002
Job Associate at Kaye Scholer
Industry Law Practice
Experience
Girls Inc. of D.C. June 2014 - Present
Kaye Scholer LLP October 2011 - Present
Dorsey & Whitney LLP April 2014 - July 2015
Winston & Strawn LLP September 2007 - October 2011
Teach for America September 2002 - August 2003
MassMutual Financial Group October 2001 - June 2002
Skills
Legal Writing, Civil Litigation, Renewable Energy, FERC, Trial Practice, Internal Investigations, Trials, Commercial Litigation, Appeals
Education
Fordham Law School 2004 — 2007
Doctor of Law (JD), cum laude, Law
Syracuse University 1997 — 2001
Bachelor of Arts (B.A.), Economics/Public Policy
Girls Inc. of D.C. June 2014 - Present
Kaye Scholer LLP October 2011 - Present
Dorsey & Whitney LLP April 2014 - July 2015
Winston & Strawn LLP September 2007 - October 2011
Teach for America September 2002 - August 2003
MassMutual Financial Group October 2001 - June 2002
Skills
Legal Writing, Civil Litigation, Renewable Energy, FERC, Trial Practice, Internal Investigations, Trials, Commercial Litigation, Appeals
Education
Fordham Law School 2004 — 2007
Doctor of Law (JD), cum laude, Law
Syracuse University 1997 — 2001
Bachelor of Arts (B.A.), Economics/Public Policy
Alexandra Peskett, M.S., CAPM Alexandra Peskett, M.S., CAPM's MassMutual Financial Group Experience December 2014 - Present
Job Project Technician at MassMutual Financial Group
Industry Computer Games
Experience
MassMutual Financial Group December 2014 - Present
MassMutual Financial Group March 2012 - September 2014
Garage Games February 2011 - July 2011
ESPN February 2011 - July 2011
Skills
Microsoft Office, SharePoint, Quality Assurance, Usability Testing, Hansoft, Microsoft Project, Waterfall Methodology, HP Quality Center, JIRA, Outlook, WebEx, Project Coordination, Project Portfolio..., MS Project, Agile Project Management, Video Games
Education
Full Sail University 2010 — 2011
M.S., Game Design, 3.74
Western Connecticut State University 2006 — 2010
B.A., Video Game Design, 3.57
MassMutual Financial Group December 2014 - Present
MassMutual Financial Group March 2012 - September 2014
Garage Games February 2011 - July 2011
ESPN February 2011 - July 2011
Skills
Microsoft Office, SharePoint, Quality Assurance, Usability Testing, Hansoft, Microsoft Project, Waterfall Methodology, HP Quality Center, JIRA, Outlook, WebEx, Project Coordination, Project Portfolio..., MS Project, Agile Project Management, Video Games
Education
Full Sail University 2010 — 2011
M.S., Game Design, 3.74
Western Connecticut State University 2006 — 2010
B.A., Video Game Design, 3.57
Scott Burch Scott Burch's MassMutual Financial Group Experience July 2013 - Present
Job
Industry Information Technology and Services
Experience
MassMutual Financial Group July 2013 - Present
EMC October 2011 - June 2013
MassMutual Financial Group March 2009 - September 2011
MassMutual Financial Group May 2007 - March 2009
Medtronic, Inc. November 2005 - April 2007
Medtronic, Inc. May 2005 - November 2005
Medtronic, Inc. March 2001 - May 2005
University of Minnesota April 1996 - December 2002
WebVision September 2000 - February 2001
Sprint Enterprise Network Services July 2000 - September 2000
Skills
SharePoint, VMware, Windows, Virtualization, AIX, Information Security, Disaster Recovery, Project Management, Security, Linux, Network Security, Solaris, VPN, IT Management, Unix, System Architecture, Networking, System Administration
Education
Franklin & Marshall College 1990 — 1994
BA
MassMutual Financial Group July 2013 - Present
EMC October 2011 - June 2013
MassMutual Financial Group March 2009 - September 2011
MassMutual Financial Group May 2007 - March 2009
Medtronic, Inc. November 2005 - April 2007
Medtronic, Inc. May 2005 - November 2005
Medtronic, Inc. March 2001 - May 2005
University of Minnesota April 1996 - December 2002
WebVision September 2000 - February 2001
Sprint Enterprise Network Services July 2000 - September 2000
Skills
SharePoint, VMware, Windows, Virtualization, AIX, Information Security, Disaster Recovery, Project Management, Security, Linux, Network Security, Solaris, VPN, IT Management, Unix, System Architecture, Networking, System Administration
Education
Franklin & Marshall College 1990 — 1994
BA
Trent Hillaert Trent Hillaert's MassMutual Financial Group Experience December 2007 - January 2009
Job Senior Designer for Econize Closets
Industry Management Consulting
Experience
Eco-nize Closets September 2009 - Present
Northwestern Mutual January 2009 - June 2010
MassMutual Financial Group December 2007 - January 2009
Cuenya Construction July 2006 - July 2007
RPA Construction June 2005 - July 2007
Ave Maria University August 2003 - July 2005
Ave Maria College of The Americas August 2003 - August 2004
Skills
Administration, Coaching, Construction, Finance, Investments, Leadership, Residential Homes, Small Business, Strategic Planning, Time Management
Education
Franciscan University of Steubenville 1998 — 2001
Masters, Theology & Catechetics
Indiana University South Bend 1990 — 1995
BS, Secondary Ed & Spanish
Eco-nize Closets September 2009 - Present
Northwestern Mutual January 2009 - June 2010
MassMutual Financial Group December 2007 - January 2009
Cuenya Construction July 2006 - July 2007
RPA Construction June 2005 - July 2007
Ave Maria University August 2003 - July 2005
Ave Maria College of The Americas August 2003 - August 2004
Skills
Administration, Coaching, Construction, Finance, Investments, Leadership, Residential Homes, Small Business, Strategic Planning, Time Management
Education
Franciscan University of Steubenville 1998 — 2001
Masters, Theology & Catechetics
Indiana University South Bend 1990 — 1995
BS, Secondary Ed & Spanish
Thomas G. Anderson, MBA's MassMutual Financial Group Experience May 2006 - March 2008
Job Trainer of Sales Champions
Industry Investment Management
Experience
Invesco Ltd. February 2015 - Present
Answer Financial July 2012 - January 2015
American General Life Companies April 2010 - July 2012
Prudential Annuities April 2008 - 2009
MassMutual Financial Group May 2006 - March 2008
AXA CLIENT SOLUTIONS January 2000 - January 2006
MetLife January 1997 - January 1999
Skills
Coaching, Sales Management, Instructional Design, Employee Engagement, B2B, Management, Team Building, Training, Sales, CRM, Business Planning, Team Management, Marketing, Program Management, Recruiting, Leadership, Sales Process, Onboarding, Employee Training, Staff Development, Customer Retention, Insurance, Employee Benefits, Process Improvement, Performance Management, Time Management, Cold Calling, Strategy, Leadership Development, Team Leadership, Call Centers, Account Management
Education
University of Phoenix 2002 — 2004
MBA, Business management, marketing, finance
Fordham University
Bachelors, English Lit
Invesco Ltd. February 2015 - Present
Answer Financial July 2012 - January 2015
American General Life Companies April 2010 - July 2012
Prudential Annuities April 2008 - 2009
MassMutual Financial Group May 2006 - March 2008
AXA CLIENT SOLUTIONS January 2000 - January 2006
MetLife January 1997 - January 1999
Skills
Coaching, Sales Management, Instructional Design, Employee Engagement, B2B, Management, Team Building, Training, Sales, CRM, Business Planning, Team Management, Marketing, Program Management, Recruiting, Leadership, Sales Process, Onboarding, Employee Training, Staff Development, Customer Retention, Insurance, Employee Benefits, Process Improvement, Performance Management, Time Management, Cold Calling, Strategy, Leadership Development, Team Leadership, Call Centers, Account Management
Education
University of Phoenix 2002 — 2004
MBA, Business management, marketing, finance
Fordham University
Bachelors, English Lit
Daphney Cordeiro's MassMutual Financial Group Experience July 2001 - September 2004
Job Owner, Sparkle Photography
Industry Photography
Experience
Sparkle Photography January 2006 - Present
MassMutual Financial Group July 2001 - September 2004
Teligent April 2000 - July 2000
Skills
Public Speaking, Social Media, Microsoft Office, Account Management, Customer Service, Strategic Planning, Sales Management, Marketing Strategy, New Business Development, Online Marketing, Photography, Small Business, Social Media Marketing, Social Networking
Education
George Mason University 1997 — 1999
Fauquier High School
HIgh School Diploma
Sparkle Photography January 2006 - Present
MassMutual Financial Group July 2001 - September 2004
Teligent April 2000 - July 2000
Skills
Public Speaking, Social Media, Microsoft Office, Account Management, Customer Service, Strategic Planning, Sales Management, Marketing Strategy, New Business Development, Online Marketing, Photography, Small Business, Social Media Marketing, Social Networking
Education
George Mason University 1997 — 1999
Fauquier High School
HIgh School Diploma
Bushra Khan Bushra Khan's MassMutual Financial Group Experience 2002 - 2007
Job Manager at PwC
Industry Accounting
Experience
PwC December 2014 - Present
KPMG October 2013 - December 2014
Dixon Hughes Goodman LLP June 2011 - October 2013
Dixon Hughes Goodman LLP March 2010 - June 2011
Dixon Hughes Goodman LLP September 2007 - October 2009
MassMutual Financial Group 2002 - 2007
Skills
Urdu, Auditing, Accounting, Internal Controls, Financial Reporting, Financial Accounting, General Ledger, GAAP, Sarbanes-Oxley Act, Financial Analysis, Financial Statements, Internal Audit, Account Reconciliation, Tax, US GAAP, Tax Preparation, CPA, External Audit, Accounts Payable, QuickBooks, Access, Budgets, Analysis, Business Process..., SEC filings, Management, Government, Valuation, Income Tax, Managerial Finance, Project Management
Education
George Mason University 2007 — 2008
Bachelor's degree, Management Information Systems, General
George Mason University 2003 — 2007
Bachelor's degree, Accounting
PwC December 2014 - Present
KPMG October 2013 - December 2014
Dixon Hughes Goodman LLP June 2011 - October 2013
Dixon Hughes Goodman LLP March 2010 - June 2011
Dixon Hughes Goodman LLP September 2007 - October 2009
MassMutual Financial Group 2002 - 2007
Skills
Urdu, Auditing, Accounting, Internal Controls, Financial Reporting, Financial Accounting, General Ledger, GAAP, Sarbanes-Oxley Act, Financial Analysis, Financial Statements, Internal Audit, Account Reconciliation, Tax, US GAAP, Tax Preparation, CPA, External Audit, Accounts Payable, QuickBooks, Access, Budgets, Analysis, Business Process..., SEC filings, Management, Government, Valuation, Income Tax, Managerial Finance, Project Management
Education
George Mason University 2007 — 2008
Bachelor's degree, Management Information Systems, General
George Mason University 2003 — 2007
Bachelor's degree, Accounting
Victor Borowsky Victor Borowsky's MassMutual Financial Group Experience November 2001 - April 2008
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2008 - Present
MassMutual Financial Group November 2001 - April 2008
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., 401k, Asset Allocation, Estate Planning, Finance, Financial Analysis, Financial Planning, Insurance, Investment Advisory, Life Insurance, Mutual Funds, Portfolio Management, Wealth Management, Series 7, Fixed Annuities
Education
Georgia Institute of Technology 1996 — 2001
BS in Management, Finance
Marist School
Northwestern Mutual April 2008 - Present
MassMutual Financial Group November 2001 - April 2008
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., 401k, Asset Allocation, Estate Planning, Finance, Financial Analysis, Financial Planning, Insurance, Investment Advisory, Life Insurance, Mutual Funds, Portfolio Management, Wealth Management, Series 7, Fixed Annuities
Education
Georgia Institute of Technology 1996 — 2001
BS in Management, Finance
Marist School
Duane Chaney, CFP® Duane Chaney, CFP®'s MassMutual Financial Group Experience August 2001 - June 2004
Job CERTIFIED FINANCIAL PLANNER™ and Charity Event Founder
Industry Financial Services
Experience
Madisen's Match May 2008 - Present
Raymond James June 2004 - Present
MassMutual Financial Group August 2001 - June 2004
Skills
Insurance Planning, Financial Planning, Retirement Income..., Estate Planning, Wealth Management, Long Term Care Insurance, Investment Management, Investment Strategies, Finance, Mutual Funds, Asset Allocation, High Net Worth..., Retirement, Investments, Securities
Education
The American College 2010 — 2012
CERTIFIED FINANCIAL PLANNER™ designation, Certified financial planner curriculum
Frostburg State University 1996 — 2000
Bachelor of Science, Finance
Madisen's Match May 2008 - Present
Raymond James June 2004 - Present
MassMutual Financial Group August 2001 - June 2004
Skills
Insurance Planning, Financial Planning, Retirement Income..., Estate Planning, Wealth Management, Long Term Care Insurance, Investment Management, Investment Strategies, Finance, Mutual Funds, Asset Allocation, High Net Worth..., Retirement, Investments, Securities
Education
The American College 2010 — 2012
CERTIFIED FINANCIAL PLANNER™ designation, Certified financial planner curriculum
Frostburg State University 1996 — 2000
Bachelor of Science, Finance
Chris Reiner's MassMutual Financial Group Experience January 2006 - September 2006
Job Director, Marketing Analytics at Plymouth Rock Assurance
Industry Insurance
Experience
Plymouth Rock Assurance September 2014 - Present
Plymouth Rock Assurance March 2013 - August 2014
Plymouth Rock Assurance October 2011 - March 2013
Plymouth Rock Assurance February 2010 - October 2011
The Hanover Insurance Group June 2008 - February 2010
The Hanover Insurance Group September 2006 - June 2008
MassMutual Financial Group January 2006 - September 2006
MassMutual Financial Group June 2003 - December 2005
MassMutual Financial Group June 2001 - May 2003
Skills
Insurance, Analytics, Analysis, Product Management, Strategy, Management, Salesforce.com, Marketing, Financial Analysis, Property & Casualty..., SQL, Reporting & Analysis, Business Objects, Data Management, Cross-functional Team..., Finance, Corporate Finance, Economics, General Insurance, Underwriting, Ruby, Ruby on Rails, HTML/CSS, Microsoft Excel, Visual Basic, Data Analysis, Web Analytics
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2005
Masters, Business Administration
Framingham State College 1997 — 2001
BA, Economics
Plymouth Rock Assurance September 2014 - Present
Plymouth Rock Assurance March 2013 - August 2014
Plymouth Rock Assurance October 2011 - March 2013
Plymouth Rock Assurance February 2010 - October 2011
The Hanover Insurance Group June 2008 - February 2010
The Hanover Insurance Group September 2006 - June 2008
MassMutual Financial Group January 2006 - September 2006
MassMutual Financial Group June 2003 - December 2005
MassMutual Financial Group June 2001 - May 2003
Skills
Insurance, Analytics, Analysis, Product Management, Strategy, Management, Salesforce.com, Marketing, Financial Analysis, Property & Casualty..., SQL, Reporting & Analysis, Business Objects, Data Management, Cross-functional Team..., Finance, Corporate Finance, Economics, General Insurance, Underwriting, Ruby, Ruby on Rails, HTML/CSS, Microsoft Excel, Visual Basic, Data Analysis, Web Analytics
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2005
Masters, Business Administration
Framingham State College 1997 — 2001
BA, Economics
Michael Gaines's MassMutual Financial Group Experience March 2010 - Present
Job Relationship Manager at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group March 2010 - Present
MassMutual Financial Group February 2005 - March 2010
BKM Total Office May 2000 - September 2001
Skills
Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Investments, Retirement, Financial Services, Sales, Strategic Financial..., Customer Service, Risk Management, Wealth Management, Long-term Care, Underwriting, Account Management
Education
The American College 2010 — 2011
Fordham University 1999 — 2003
Bachelor's degree, History, Philosophy, Communications
MassMutual Financial Group March 2010 - Present
MassMutual Financial Group February 2005 - March 2010
BKM Total Office May 2000 - September 2001
Skills
Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Investments, Retirement, Financial Services, Sales, Strategic Financial..., Customer Service, Risk Management, Wealth Management, Long-term Care, Underwriting, Account Management
Education
The American College 2010 — 2011
Fordham University 1999 — 2003
Bachelor's degree, History, Philosophy, Communications
Tucker Waits's MassMutual Financial Group Experience September 2011 - March 2012
Job EFS at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC May 2014 - Present
Uturn Equity Inc March 2012 - Present
Lincoln Financial Advisors October 2012 - May 2014
MassMutual Financial Group September 2011 - March 2012
Uturn Equity Inc October 2004 - September 2011
MassMutual Financial Group January 2002 - October 2004
Citi August 2000 - January 2002
Morgan Stanley February 1999 - August 2000
Skills
Retirement Planning, Retirement
Education
Georgetown University 2004 — 2004
Executive Certificate in Financial Planning, Personal Finance
James Madison University 1994 — 1998
BBA, International Business
Langley High School 1990 — 1994
Allstate Financial Services, LLC May 2014 - Present
Uturn Equity Inc March 2012 - Present
Lincoln Financial Advisors October 2012 - May 2014
MassMutual Financial Group September 2011 - March 2012
Uturn Equity Inc October 2004 - September 2011
MassMutual Financial Group January 2002 - October 2004
Citi August 2000 - January 2002
Morgan Stanley February 1999 - August 2000
Skills
Retirement Planning, Retirement
Education
Georgetown University 2004 — 2004
Executive Certificate in Financial Planning, Personal Finance
James Madison University 1994 — 1998
BBA, International Business
Langley High School 1990 — 1994
Dan Kretz's MassMutual Financial Group Experience May 2009 - June 2012
Job Regional VP of Sales for Voya Financial
Industry Financial Services
Experience
Voya Financial July 2012 - Present
MassMutual Financial Group May 2009 - June 2012
Principal Financial Group 2003 - 2009
Education
Fordham University 1996 — 2000
Voya Financial July 2012 - Present
MassMutual Financial Group May 2009 - June 2012
Principal Financial Group 2003 - 2009
Education
Fordham University 1996 — 2000
Eric Partlan, CFA, CAIA's MassMutual Financial Group Experience January 2013 - Present
Job Managing Director at MassMutual Financial Group
Industry Investment Management
Experience
MassMutual Financial Group January 2013 - Present
MassMutual Financial Group January 2010 - January 2013
Babson Capital Management April 2004 - December 2009
B/E Aerospace September 1998 - May 2000
Boeing company June 1997 - September 1998
Education
Massachusetts Institute of Technology 2000 — 2002
MS, Mechanical Engineering
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2002
MBA
Georgia Institute of Technology 1999 — 2000
MS, Industrial Engineering
Michigan State University 1992 — 1996
BS, Mechanical Engineering
Michigan State University 1992 — 1996
BA, Accounting
MassMutual Financial Group January 2013 - Present
MassMutual Financial Group January 2010 - January 2013
Babson Capital Management April 2004 - December 2009
B/E Aerospace September 1998 - May 2000
Boeing company June 1997 - September 1998
Education
Massachusetts Institute of Technology 2000 — 2002
MS, Mechanical Engineering
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2002
MBA
Georgia Institute of Technology 1999 — 2000
MS, Industrial Engineering
Michigan State University 1992 — 1996
BS, Mechanical Engineering
Michigan State University 1992 — 1996
BA, Accounting
Julie Aldrich's MassMutual Financial Group Experience October 2008 - Present
Job AVP Service Operations Cigna HealthCare
Industry Insurance
Experience
MassMutual Financial Group October 2008 - Present
Cigna HealthCare April 2007 - October 2007
Cigna HealthCare March 2002 - April 2007
Education
George Mason University 1994 — 1997
MA, History
Roanoke College 1989 — 1993
BA, English
MassMutual Financial Group October 2008 - Present
Cigna HealthCare April 2007 - October 2007
Cigna HealthCare March 2002 - April 2007
Education
George Mason University 1994 — 1997
MA, History
Roanoke College 1989 — 1993
BA, English
Jamie Theroux's MassMutual Financial Group Experience January 2014 - Present
Job Communications Consultant at MassMutual Financial Group
Industry Marketing and Advertising
Experience
MassMutual Financial Group January 2014 - Present
MassMutual Financial Group January 2013 - December 2013
The Hartford November 2009 - December 2012
The Hartford May 2007 - November 2009
MassMutual Financial Group August 2005 - May 2007
MassMutual Financial Group February 2005 - August 2005
MassMutual Financial Group May 2002 - February 2005
MassMutual Financial Group December 2000 - May 2002
MassMutual Financial Group September 1998 - December 2000
Skills
Marketing, Process Improvement, Project Management, Marketing Communications, Analytics, Strategic Planning, Employee Benefits, Mutual Funds, Retirement, Sales
Education
Franklin Pierce College 1994 — 1998
BA, Anthropology
MassMutual Financial Group January 2014 - Present
MassMutual Financial Group January 2013 - December 2013
The Hartford November 2009 - December 2012
The Hartford May 2007 - November 2009
MassMutual Financial Group August 2005 - May 2007
MassMutual Financial Group February 2005 - August 2005
MassMutual Financial Group May 2002 - February 2005
MassMutual Financial Group December 2000 - May 2002
MassMutual Financial Group September 1998 - December 2000
Skills
Marketing, Process Improvement, Project Management, Marketing Communications, Analytics, Strategic Planning, Employee Benefits, Mutual Funds, Retirement, Sales
Education
Franklin Pierce College 1994 — 1998
BA, Anthropology
Brian Wilcox's MassMutual Financial Group Experience December 2005 - June 2011
Job Brokerage Director at MassMutual
Industry Financial Services
Experience
Massachusetts Mutual Life Insurance Company (MassMutual) June 2011 - Present
MassMutual Financial Group December 2005 - June 2011
Skills
Retirement, Retirement Planning, Disability Insurance, Insurance, Employee Benefits, Strategic Financial..., Life Insurance, Fixed Annuities, Estate Planning, 401k, Financial Planners, Finance, Securities, Term Life Insurance, Long-term Care, Long Term Care Insurance, Financial Planning
Education
Georgia Institute of Technology
Jacksonville University
BS Business Administration, Management, Finance, Marketing
Massachusetts Mutual Life Insurance Company (MassMutual) June 2011 - Present
MassMutual Financial Group December 2005 - June 2011
Skills
Retirement, Retirement Planning, Disability Insurance, Insurance, Employee Benefits, Strategic Financial..., Life Insurance, Fixed Annuities, Estate Planning, 401k, Financial Planners, Finance, Securities, Term Life Insurance, Long-term Care, Long Term Care Insurance, Financial Planning
Education
Georgia Institute of Technology
Jacksonville University
BS Business Administration, Management, Finance, Marketing
Lisa Gordon's MassMutual Financial Group Experience June 2015 - Present
Job Head of Retirement Services Strategic Recruiting at MassMutual Financial Group
Industry Human Resources
Experience
MassMutual Financial Group June 2015 - Present
Liberty Mutual Insurance June 2013 - Present
Liberty Mutual Insurance April 2008 - June 2012
Baystate Health May 2005 - April 2008
Dunhhill Staffing Systems February 1997 - May 2005
Skills
Applicant Tracking..., Recruiting, Contract Recruitment, Strategic Sourcing, Sourcing, Interviewing Skills, Interviews, Interview Preparation, Behavioral Interviewing, Employee Relations, Talent Management, Talent Acquisition, Talent Mining, Talent Pipelining, Pipelines, Boolean Searching, Boolean Logic, Time Management, Internet Recruiting, Temporary Placement, Technical Recruiting, College Recruiting, Leadership, Taleo, Onboarding, Human Resources, Hiring, Management, Screening Resumes, Staffing Services, Benefits Negotiation
Education
Framingham State University 1993 — 1997
Longmeadow High School 1989 — 1993
MassMutual Financial Group June 2015 - Present
Liberty Mutual Insurance June 2013 - Present
Liberty Mutual Insurance April 2008 - June 2012
Baystate Health May 2005 - April 2008
Dunhhill Staffing Systems February 1997 - May 2005
Skills
Applicant Tracking..., Recruiting, Contract Recruitment, Strategic Sourcing, Sourcing, Interviewing Skills, Interviews, Interview Preparation, Behavioral Interviewing, Employee Relations, Talent Management, Talent Acquisition, Talent Mining, Talent Pipelining, Pipelines, Boolean Searching, Boolean Logic, Time Management, Internet Recruiting, Temporary Placement, Technical Recruiting, College Recruiting, Leadership, Taleo, Onboarding, Human Resources, Hiring, Management, Screening Resumes, Staffing Services, Benefits Negotiation
Education
Framingham State University 1993 — 1997
Longmeadow High School 1989 — 1993
Devin Sheehan's MassMutual Financial Group Experience April 2008 - October 2009
Job Experienced Project Management Professional
Industry Executive Office
Experience
Springfield Public Schools March 2012 - Present
Holyoke School Committee January 2010 - Present
MassMutual Financial Group April 2008 - October 2009
Six Flags New England June 2002 - March 2008
Skills
Event Planning
Education
University of Massachusetts Dartmouth 2013 — 2016
Master of Public Policy, Educational Policy, Currently in Progress
University of Massachusetts Dartmouth
Graduate Certificate, Educational Policy
Franklin Pierce College 2001 — 2005
Bachelor of Arts (BA), Political Science
Springfield Public Schools March 2012 - Present
Holyoke School Committee January 2010 - Present
MassMutual Financial Group April 2008 - October 2009
Six Flags New England June 2002 - March 2008
Skills
Event Planning
Education
University of Massachusetts Dartmouth 2013 — 2016
Master of Public Policy, Educational Policy, Currently in Progress
University of Massachusetts Dartmouth
Graduate Certificate, Educational Policy
Franklin Pierce College 2001 — 2005
Bachelor of Arts (BA), Political Science
Pete Bautz's MassMutual Financial Group Experience October 2009 - December 2010
Job Vice President Taxes and Retirement Security at American Council of Life Insurers
Industry Insurance
Experience
American Council of Life Insurers December 2010 - Present
MassMutual Financial Group October 2009 - December 2010
MassMutual 2009 - 2010
MassMutual Financial Group December 2005 - October 2009
MassMutual Financial Group March 1996 - December 2005
MassMutual Financial Group December 1992 - March 1996
Underberg & Kessler LLP November 1989 - December 1992
Internal Revenue Service December 1984 - November 1989
Skills
Insurance, Tax, Corporate Tax, Investments, Corporate Law, Tax Accounting, Financial Planners, Financial Services, Retirement, Employee Benefits, Estate Planning, Finance
Education
Georgetown University - The McDonough School of Business 1982 — 1983
M.S., Accounting
Fordham University School of Law 1976 — 1979
J.D., Law
Georgetown University 1972 — 1976
A.B., Government
American Council of Life Insurers December 2010 - Present
MassMutual Financial Group October 2009 - December 2010
MassMutual 2009 - 2010
MassMutual Financial Group December 2005 - October 2009
MassMutual Financial Group March 1996 - December 2005
MassMutual Financial Group December 1992 - March 1996
Underberg & Kessler LLP November 1989 - December 1992
Internal Revenue Service December 1984 - November 1989
Skills
Insurance, Tax, Corporate Tax, Investments, Corporate Law, Tax Accounting, Financial Planners, Financial Services, Retirement, Employee Benefits, Estate Planning, Finance
Education
Georgetown University - The McDonough School of Business 1982 — 1983
M.S., Accounting
Fordham University School of Law 1976 — 1979
J.D., Law
Georgetown University 1972 — 1976
A.B., Government
Ryan Langenus's MassMutual Financial Group Experience August 2005 - August 2008
Job Audit Manager at Deloitte
Industry Financial Services
Experience
Deloitte August 2014 - Present
Deloitte October 2011 - Present
BlumShapiro January 2011 - October 2011
Blum Shapiro September 2008 - December 2010
MassMutual Financial Group August 2005 - August 2008
Education
University of Hartford 2006 — 2008
MSAT, Financial and Assurance Services
Fordham University 2000 — 2004
B.S., Accounting
Deloitte August 2014 - Present
Deloitte October 2011 - Present
BlumShapiro January 2011 - October 2011
Blum Shapiro September 2008 - December 2010
MassMutual Financial Group August 2005 - August 2008
Education
University of Hartford 2006 — 2008
MSAT, Financial and Assurance Services
Fordham University 2000 — 2004
B.S., Accounting
Shawn Corbitt's MassMutual Financial Group Experience June 2000 - May 2009
Job Senior PC Technical Specialist Baystate Health
Industry Information Technology and Services
Experience
Baystate Health January 2011 - Present
Wilshire Athletic Association 2011 - Present
16 Acres Civic Association September 2009 - June 2011
LEGO June 2009 - December 2010
Church in the Acres 2008 - 2010
MassMutual Financial Group June 2000 - May 2009
MassMutual 2000 - 2009
McDonald's 1990 - 2000
Skills
Technical Support, Training, Software Documentation, Project Planning, Business Analysis, Process Improvement, SharePoint, Visio, Disaster Recovery, Project Management, Requirements Analysis, Apple, Marketing, iPad, Apple Support, Dragon Naturally..., Casper, Budgets, Vendor Management, Troubleshooting, Access
Education
Franklin Pierce College
Economics
Springfield Technical Community College
Web Design
Baystate Health January 2011 - Present
Wilshire Athletic Association 2011 - Present
16 Acres Civic Association September 2009 - June 2011
LEGO June 2009 - December 2010
Church in the Acres 2008 - 2010
MassMutual Financial Group June 2000 - May 2009
MassMutual 2000 - 2009
McDonald's 1990 - 2000
Skills
Technical Support, Training, Software Documentation, Project Planning, Business Analysis, Process Improvement, SharePoint, Visio, Disaster Recovery, Project Management, Requirements Analysis, Apple, Marketing, iPad, Apple Support, Dragon Naturally..., Casper, Budgets, Vendor Management, Troubleshooting, Access
Education
Franklin Pierce College
Economics
Springfield Technical Community College
Web Design
Daniel Kretz's MassMutual Financial Group Experience June 2009 - June 2012
Job Regional VP of Sales Voya Financial.
Industry Financial Services
Experience
Voya Financial July 2012 - Present
ING Retirement Services July 2012 - September 2014
MassMutual Financial Group June 2009 - June 2012
Skills
401k, Mutual Funds, Strategic Planning, Financial Services, Series 6, Retirement, Series 63, Securities, Series 7, Insurance, Customer Service, Retirement Planning, Investments, Portfolio Management, Sales, Relationship Management, Account Management, Strategic Financial..., Asset Allocation, Employee Benefits, New Business Development
Education
Fordham University 1996 — 2000
BA, Finance & Marketing
Voya Financial July 2012 - Present
ING Retirement Services July 2012 - September 2014
MassMutual Financial Group June 2009 - June 2012
Skills
401k, Mutual Funds, Strategic Planning, Financial Services, Series 6, Retirement, Series 63, Securities, Series 7, Insurance, Customer Service, Retirement Planning, Investments, Portfolio Management, Sales, Relationship Management, Account Management, Strategic Financial..., Asset Allocation, Employee Benefits, New Business Development
Education
Fordham University 1996 — 2000
BA, Finance & Marketing
Ellen Henry's MassMutual Financial Group Experience DirectorBright HorizonsJune 1991 - June 2001
Job Event Planner at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group DirectorBright HorizonsJune 1991 - June 2001
Education
Franklin Pierce University 1987 — 1991
BA, Elementary Education
MassMutual Financial Group DirectorBright HorizonsJune 1991 - June 2001
Education
Franklin Pierce University 1987 — 1991
BA, Elementary Education
Philip Michalowski's MassMutual Financial Group Experience February 2015 - Present
Job Vice President US Insurance Group Product and Investment Marketing at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group February 2015 - Present
MassMutual Financial Group August 2012 - February 2015
MassMutual Financial Group April 2010 - August 2012
Hartford Life March 2006 - April 2010
Education
Fordham University 1992 — 1996
Bachelor of Science, Business Management
MassMutual Financial Group February 2015 - Present
MassMutual Financial Group August 2012 - February 2015
MassMutual Financial Group April 2010 - August 2012
Hartford Life March 2006 - April 2010
Education
Fordham University 1992 — 1996
Bachelor of Science, Business Management
Thomas English's MassMutual Financial Group Experience 1983 - 2000
Job Senior Vice President and Chief Insurance Counsel at New York Life Insurance Company
Industry
Experience
New York Life Insurance Company January 2000 - Present
MassMutual Financial Group 1983 - 2000
Skills
Insurance, Securities
Education
Georgetown University Law Center 1980 — 1983
JD, Law
Georgetown University 1976 — 1980
AB, Economics, minor in Biology
New York Life Insurance Company January 2000 - Present
MassMutual Financial Group 1983 - 2000
Skills
Insurance, Securities
Education
Georgetown University Law Center 1980 — 1983
JD, Law
Georgetown University 1976 — 1980
AB, Economics, minor in Biology
Helen Gradowski's MassMutual Financial Group Experience 1990 - 2007
Job President at Helen Grey Wardrobe Consultant
Industry Apparel & Fashion
Experience
Helen Grey Wardrobe Consultant 2009 - Present
MassMutual Financial Group 1990 - 2007
Education
Fordham University
Religion and Social Work
Helen Grey Wardrobe Consultant 2009 - Present
MassMutual Financial Group 1990 - 2007
Education
Fordham University
Religion and Social Work
Richard Dooley's MassMutual Financial Group Experience January 2002 - February 2008
Job Senior Director Implementation, Anaytics and Data Management Compliance and Regulatory Affairs at Aetna
Industry Insurance
Experience
Aetna June 2015 - Present
Aetna July 2008 - June 2015
MassMutual Financial Group January 2002 - February 2008
Society of American Magicians July 2005 - July 2006
ING November 1999 - December 2001
ING/Aetna Financial Services November 1997 - November 1999
ING/Aetna Financial Services March 1996 - November 1997
Skills
Cross-functional Team..., Insurance, Financial Services, Change Management, Vendor Management, Management, Strategic Planning, Process Improvement, Mutual Funds, Project Management, Business Strategy, Leadership, Relationship Management, Six Sigma, Strategy, Public Speaking, Project Planning, Business Process, Human Resources, Marketing Strategy, Sales, Program Management, Employee Benefits, Executive Management, Business Process...
Education
University of Connecticut 1984 — 1986
M.B.A., Business
Fordham University 1979 — 1983
B.S. - Finance, Business Administration/Communications
Xavier High 1975 — 1979
High School Diploma
Aetna June 2015 - Present
Aetna July 2008 - June 2015
MassMutual Financial Group January 2002 - February 2008
Society of American Magicians July 2005 - July 2006
ING November 1999 - December 2001
ING/Aetna Financial Services November 1997 - November 1999
ING/Aetna Financial Services March 1996 - November 1997
Skills
Cross-functional Team..., Insurance, Financial Services, Change Management, Vendor Management, Management, Strategic Planning, Process Improvement, Mutual Funds, Project Management, Business Strategy, Leadership, Relationship Management, Six Sigma, Strategy, Public Speaking, Project Planning, Business Process, Human Resources, Marketing Strategy, Sales, Program Management, Employee Benefits, Executive Management, Business Process...
Education
University of Connecticut 1984 — 1986
M.B.A., Business
Fordham University 1979 — 1983
B.S. - Finance, Business Administration/Communications
Xavier High 1975 — 1979
High School Diploma
Scott Rucki's MassMutual Financial Group Experience April 2003 - Present
Job Life Underwriter at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group April 2003 - Present
Skills
Disability Insurance, Underwriting, Insurance, Risk Management, Life Insurance, Health Insurance, Employee Benefits, Process Improvement, Term Life Insurance, Claim, Business Analysis, Reinsurance
Education
Franklin Pierce University 1994 — 1998
Bachelor's degree, Mass Communication/Media Studies
MassMutual Financial Group April 2003 - Present
Skills
Disability Insurance, Underwriting, Insurance, Risk Management, Life Insurance, Health Insurance, Employee Benefits, Process Improvement, Term Life Insurance, Claim, Business Analysis, Reinsurance
Education
Franklin Pierce University 1994 — 1998
Bachelor's degree, Mass Communication/Media Studies
Aaron Holloway's MassMutual Financial Group Experience November 2014 - Present
Job New Business Strategic Projects Annuity Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 2014 - Present
MassMutual Financial Group April 2012 - November 2014
MassMutual Financial Group July 2006 - April 2012
Skills
New Business Development, Insurance, Fixed Annuities, Financial Services
Education
Framingham State University 2002 — 2006
Bachelor, Economics concentrated in Business
MassMutual Financial Group November 2014 - Present
MassMutual Financial Group April 2012 - November 2014
MassMutual Financial Group July 2006 - April 2012
Skills
New Business Development, Insurance, Fixed Annuities, Financial Services
Education
Framingham State University 2002 — 2006
Bachelor, Economics concentrated in Business
Colleen Valentine's MassMutual Financial Group Experience May 2011 - Present
Job Operations Support at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2011 - Present
MassMutual Financial Group October 2006 - May 2011
Manpower Inc. (Springfield MA) February 2006 - October 2006
Skills
Databases, Customer Service
Education
Southern New Hampshire University 2015 — 2017
AS in Accounting, Online Studies
Sanford Brown Institute 2004 — 2005
Certificate, Medical Billing and Coding, 4.0
Geneva College 1993 — 1994
Lexington Christian Academy 1988 — 1993
High School Diploma, General education
MassMutual Financial Group May 2011 - Present
MassMutual Financial Group October 2006 - May 2011
Manpower Inc. (Springfield MA) February 2006 - October 2006
Skills
Databases, Customer Service
Education
Southern New Hampshire University 2015 — 2017
AS in Accounting, Online Studies
Sanford Brown Institute 2004 — 2005
Certificate, Medical Billing and Coding, 4.0
Geneva College 1993 — 1994
Lexington Christian Academy 1988 — 1993
High School Diploma, General education
Pamela Pendleton's MassMutual Financial Group Experience March 2008 - Present
Job Director, Retirement Services at Mass Mutual Financial
Industry Financial Services
Experience
MassMutual Financial Group March 2008 - Present
Mercer Human Resource Consulting June 1988 - April 2008
Skills
Retirement, Mutual Funds, Employee Benefits, Insurance, Pensions, Investments, Series 63, Financial Services, Retirement Planning, Risk Management, Relationship Management, Defined Benefit, Series 6, Wealth Management, Defined Contribution
Education
Framingham State University 1985 — 1998
BA, Economics
MassMutual Financial Group March 2008 - Present
Mercer Human Resource Consulting June 1988 - April 2008
Skills
Retirement, Mutual Funds, Employee Benefits, Insurance, Pensions, Investments, Series 63, Financial Services, Retirement Planning, Risk Management, Relationship Management, Defined Benefit, Series 6, Wealth Management, Defined Contribution
Education
Framingham State University 1985 — 1998
BA, Economics
Luis Concepcion's MassMutual Financial Group Experience January 2013 - Present
Job Assistant Vice President and Counsel at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford April 2011 - December 2012
ING US Financial Services 1992 - 2010
Education
Fordham College
B.A., Economics
Fordham University School of Law
J.D., J.D.
MassMutual Financial Group January 2013 - Present
The Hartford April 2011 - December 2012
ING US Financial Services 1992 - 2010
Education
Fordham College
B.A., Economics
Fordham University School of Law
J.D., J.D.
Bona Lee's MassMutual Financial Group Experience June 2012 - August 2012
Job Intern at Samsung SDS
Industry Mechanical or Industrial Engineering
Experience
Samsung SDS February 2014 - Present
Samsung SDS June 2013 - August 2013
Georgia Institute of Technology August 2012 - May 2013
MassMutual Financial Group June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Word, Excel, Java, Python, SQL, Minitab, Lingo, Simio, Microsoft Excel
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Engineering (BE), Industrial Engineering, Senior
Samsung SDS February 2014 - Present
Samsung SDS June 2013 - August 2013
Georgia Institute of Technology August 2012 - May 2013
MassMutual Financial Group June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Word, Excel, Java, Python, SQL, Minitab, Lingo, Simio, Microsoft Excel
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Engineering (BE), Industrial Engineering, Senior
Glenda Ebert's MassMutual Financial Group Experience August 1999 - November 2008
Job Administrative Assistant for NestEgg U at INTRUST Bank
Industry Banking
Experience
Wichita Habitat for Humanity January 2009 - September 2011
Wichita Habitat for Humanity December 2008 - December 2008
MassMutual Financial Group August 1999 - November 2008
Skills
Editing, Insurance, Marketing, Media Relations, Project Planning, Strategic Planning, Volunteer Management
Education
Friends University 1996 — 1998
Associates, General Studies
Wichita Heights High School
Graduate, Business
Wichita Habitat for Humanity January 2009 - September 2011
Wichita Habitat for Humanity December 2008 - December 2008
MassMutual Financial Group August 1999 - November 2008
Skills
Editing, Insurance, Marketing, Media Relations, Project Planning, Strategic Planning, Volunteer Management
Education
Friends University 1996 — 1998
Associates, General Studies
Wichita Heights High School
Graduate, Business
Greg Swindall, CLF's MassMutual Financial Group Experience August 2008 - September 2011
Job Regional Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2014 - Present
Principal Financial Group September 2011 - March 2014
MassMutual Financial Group August 2008 - September 2011
John Hancock 2006 - 2008
New England Financial 1998 - 2006
Skills
401k, 403 b, SEP IRA, Simple IRA, Disability Insurance, Asset Allocation, Buy-sell Agreements, College Funding..., Deferred Compensation, Estate Planning, Executive Benefit..., Income Protection, Long Term Care Insurance, Mutual Funds, Series 6, Series 63, Universal Life, Whole Life, Series 7, Business Continuation..., Business Overhead..., Chartiable Giving
Education
Jacksonville State University
History/English
Gadsden State Community College 1994 — 1996
Coosa Christian High School
Hokes Bluff
Principal Financial Group April 2014 - Present
Principal Financial Group September 2011 - March 2014
MassMutual Financial Group August 2008 - September 2011
John Hancock 2006 - 2008
New England Financial 1998 - 2006
Skills
401k, 403 b, SEP IRA, Simple IRA, Disability Insurance, Asset Allocation, Buy-sell Agreements, College Funding..., Deferred Compensation, Estate Planning, Executive Benefit..., Income Protection, Long Term Care Insurance, Mutual Funds, Series 6, Series 63, Universal Life, Whole Life, Series 7, Business Continuation..., Business Overhead..., Chartiable Giving
Education
Jacksonville State University
History/English
Gadsden State Community College 1994 — 1996
Coosa Christian High School
Hokes Bluff
Shana Florian's MassMutual Financial Group Experience January 2011 - April 2013
Job Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual April 2013 - Present
MassMutual Financial Group January 2011 - April 2013
MassMutual January 2008 - January 2011
MassMutual January 2006 - January 2008
MassMutual Financial Group January 1998 - January 2006
Retirement Matters Service Center January 1996 - January 1998
Direct Access Service January 1995 - January 1996
Skills
Retirement Planning, Wealth Management, Investments, Training, Leadership, Business Process..., Change Management, Insurance, Risk Management, Process Improvement
Education
Framingham State University
BS, Business Administration
MassMutual April 2013 - Present
MassMutual Financial Group January 2011 - April 2013
MassMutual January 2008 - January 2011
MassMutual January 2006 - January 2008
MassMutual Financial Group January 1998 - January 2006
Retirement Matters Service Center January 1996 - January 1998
Direct Access Service January 1995 - January 1996
Skills
Retirement Planning, Wealth Management, Investments, Training, Leadership, Business Process..., Change Management, Insurance, Risk Management, Process Improvement
Education
Framingham State University
BS, Business Administration
Angelica Hoffman's MassMutual Financial Group Experience October 2012 - June 2014
Job Jr. Project Manager
Industry Information Technology and Services
Experience
MassMutual Financial Group October 2012 - June 2014
Aero-Med, LTD December 2011 - October 2012
TriCom Consulting June 2011 - December 2011
SSI Schaefer Systems International Ltd March 2008 - June 2011
Alstom APComPower March 2007 - March 2008
UnitedHealthcare October 2005 - March 2007
Skills
SQL, Business Analysis, Troubleshooting, Testing, Process Improvement, Access, ERP, Business Intelligence, Windows, Project Management, Change Management, HTML
Education
Fort Lewis College 1994 — 1996
Bachelors, Mechanical Engineering Management
University of Missouri-Rolla 1991 — 1993
Mechanical Engineering
MassMutual Financial Group October 2012 - June 2014
Aero-Med, LTD December 2011 - October 2012
TriCom Consulting June 2011 - December 2011
SSI Schaefer Systems International Ltd March 2008 - June 2011
Alstom APComPower March 2007 - March 2008
UnitedHealthcare October 2005 - March 2007
Skills
SQL, Business Analysis, Troubleshooting, Testing, Process Improvement, Access, ERP, Business Intelligence, Windows, Project Management, Change Management, HTML
Education
Fort Lewis College 1994 — 1996
Bachelors, Mechanical Engineering Management
University of Missouri-Rolla 1991 — 1993
Mechanical Engineering
David Krawczyk's MassMutual Financial Group Experience 2008 - 2010
Job Business Analyst from Vertex / Ebix Consulting at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group July 2015 - Present
VERTEX, Inc. February 1999 - Present
Knights of Columbus June 2012 - July 2015
DST Systems December 2010 - June 2012
MassMutual Financial Group 2008 - 2010
Phoenix Life Insurance Company 2003 - 2008
The Hartford May 2002 - May 2003
FAS - Financial Administrative Services February 1999 - September 2001
Travelers / Citigroup September 1989 - February 1999
WFAN 1988 - 1990
Skills
Requirements Gathering, Business Requirements, Business Analysis, Requirements Analysis, Waterfall, Visio, Business Process, SharePoint, SDLC, Insurance, Systems Analysis, Testing, Vendor Management, Business Process..., User Acceptance Testing, Test Planning, PMO, Software Documentation
Education
Fordham University 1985 — 1989
BA, Communications
Lincoln Financial Group July 2015 - Present
VERTEX, Inc. February 1999 - Present
Knights of Columbus June 2012 - July 2015
DST Systems December 2010 - June 2012
MassMutual Financial Group 2008 - 2010
Phoenix Life Insurance Company 2003 - 2008
The Hartford May 2002 - May 2003
FAS - Financial Administrative Services February 1999 - September 2001
Travelers / Citigroup September 1989 - February 1999
WFAN 1988 - 1990
Skills
Requirements Gathering, Business Requirements, Business Analysis, Requirements Analysis, Waterfall, Visio, Business Process, SharePoint, SDLC, Insurance, Systems Analysis, Testing, Vendor Management, Business Process..., User Acceptance Testing, Test Planning, PMO, Software Documentation
Education
Fordham University 1985 — 1989
BA, Communications
Christopher Baudhuin's MassMutual Financial Group Experience August 2012 - Present
Job Platinum Service Specialist at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2013 - Present
MassMutual Financial Group August 2012 - Present
Edward Jones 2011 - 2012
GameStop 2006 - 2011
Skills
Life Insurance, Property & Casualty..., Health Insurance, Series 7
Education
Georgia Institute of Technology 2002 — 2008
E*TRADE Financial Corporation June 2013 - Present
MassMutual Financial Group August 2012 - Present
Edward Jones 2011 - 2012
GameStop 2006 - 2011
Skills
Life Insurance, Property & Casualty..., Health Insurance, Series 7
Education
Georgia Institute of Technology 2002 — 2008
William Erlandson's MassMutual Financial Group Experience August 2009 - Present
Job Managing Director, TaftHartley Sales at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2009 - Present
MassMutual Financial Group August 2009 - Present
Putnam Investments March 2005 - June 2009
Skills
Taft-Hartley, Investments, Retirement Planning, Mutual Funds, Series 7, Retirement, Fixed Annuities, Wealth Management, Financial Services, Life Insurance, Sales, Defined Contribution, Series 63, 401k
Education
Framingham State College 1984 — 1989
Bachelor of Arts (BA), Economics/Finance
MassMutual Financial Group August 2009 - Present
MassMutual Financial Group August 2009 - Present
Putnam Investments March 2005 - June 2009
Skills
Taft-Hartley, Investments, Retirement Planning, Mutual Funds, Series 7, Retirement, Fixed Annuities, Wealth Management, Financial Services, Life Insurance, Sales, Defined Contribution, Series 63, 401k
Education
Framingham State College 1984 — 1989
Bachelor of Arts (BA), Economics/Finance
Richard Kerby's MassMutual Financial Group Experience January 1997 - Present
Job Financial Advisor at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 1997 - Present
MML Investors Services January 1997 - Present
Skills
Retirement Planning, Retirement, Wealth Management, Strategic Financial..., Fixed Annuities, Investments, Series 63, Asset Allocation, Life Insurance, Securities, Investment Advisory, Insurance, 401k, Disability Insurance, Financial Advisory
Education
George Mason University 1969 — 1973
Bachelor of Science (BS), Business Administration and Management, General
George Mason University 1969 — 1973
Bachelor of Business Administration (B.B.A.)
MassMutual Financial Group January 1997 - Present
MML Investors Services January 1997 - Present
Skills
Retirement Planning, Retirement, Wealth Management, Strategic Financial..., Fixed Annuities, Investments, Series 63, Asset Allocation, Life Insurance, Securities, Investment Advisory, Insurance, 401k, Disability Insurance, Financial Advisory
Education
George Mason University 1969 — 1973
Bachelor of Science (BS), Business Administration and Management, General
George Mason University 1969 — 1973
Bachelor of Business Administration (B.B.A.)
David Clarkson's MassMutual Financial Group Experience September 2014 - Present
Job Financial Representative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 2014 - Present
Northwestern Mutual January 2014 - September 2014
Clarkson Benefit Consulting November 2010 - December 2013
Aetna October 2006 - October 2010
Aetna October 2003 - October 2006
Knight Securities April 1998 - April 2003
Southcoast Capital Corp/Loewenbaum and Company March 1996 - March 1998
New York Stock Exchange, Inc. May 1994 - March 1996
Herzog Heine Geduld September 1989 - May 1994
Garden City Country Club April 1979 - August 1989
Skills
Retirement Planning, Life Insurance, Disability Insurance, Insurance, Fixed Annuities, Series 7, Long-term Care, Strategic Financial..., Investments, Mutual Funds, Long Term Care Insurance, Estate Planning, IRAs, Series 66
Education
Fordham University 1985 — 1989
Bachelor of Science (BS), Finance, General
Chaminade HS 1981 — 1985
MassMutual Financial Group September 2014 - Present
Northwestern Mutual January 2014 - September 2014
Clarkson Benefit Consulting November 2010 - December 2013
Aetna October 2006 - October 2010
Aetna October 2003 - October 2006
Knight Securities April 1998 - April 2003
Southcoast Capital Corp/Loewenbaum and Company March 1996 - March 1998
New York Stock Exchange, Inc. May 1994 - March 1996
Herzog Heine Geduld September 1989 - May 1994
Garden City Country Club April 1979 - August 1989
Skills
Retirement Planning, Life Insurance, Disability Insurance, Insurance, Fixed Annuities, Series 7, Long-term Care, Strategic Financial..., Investments, Mutual Funds, Long Term Care Insurance, Estate Planning, IRAs, Series 66
Education
Fordham University 1985 — 1989
Bachelor of Science (BS), Finance, General
Chaminade HS 1981 — 1985