MassMutual Financial Group
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
MassMutual Financial Group July 2014 - Present
New York Life Insurance Company August 2013 - June 2014
New York Life Insurance Company February 2005 - August 2013
LPL Financial Services May 2000 - June 2001
LPL Financial Services May 1997 - June 2000
State Farm August 1996 - February 1997
Chase Fetters Hewitt, Architects January 1996 - August 1996
Matrix Services, Inc. August 1992 - January 1996
Skills
Insurance, Outlook, Microsoft Excel, Customer Service, Administrative..., PowerPoint, Employee Benefits, Microsoft Office, Life Insurance, Microsoft Word, Access, Retirement Planning, Data Entry, Spreadsheets, Investments, Office Management, Event Planning, Retirement, Fixed Annuities
Education
Tulsa Community College 1992 — 1994
Rogers State University 1982 — 1984
Claremore High School 1977 — 1980
High School
Business Insider September 2014 - Present
Business Insider March 2014 - September 2014
Benjamin Hans Human Capital March 2013 - March 2014
Superior Court of New Jersey June 2011 - August 2012
Jinchen Tongda & Neal Law Firm May 2012 - May 2012
Zhong Zhou Special Alloy Materials Co. USA March 2010 - November 2010
MassMutual Financial Group March 2009 - January 2010
Georgia Small Business Development Center January 2009 - May 2009
Hisun Properties Development Co. May 2008 - August 2008
Skills
SEO, News Writing, HTML, Legal Research, Legal Writing, Westlaw, Public Speaking, Research, Trials, Employment Law, Mandarin, Litigation, Real Estate, International Project..., International Business..., Event Planning, Courts, Client Development, Business Analysis, Business Development, Management, Business Strategy, Social Media, PowerPoint
Education
Rutgers University School of Law - Newark 2010 — 2013
J.D., Law
University of Georgia - Terry College of Business 2004 — 2009
BBA, Major: International Business, Minor: Speech Communications
Orme Campbell High School 2000 — 2004
International Baccalaureate
Kinsley Power Systems July 2013 - Present
Pearson Assessments September 2004 - April 2013
MassMutual Financial Group June 1981 - June 2004
Skills
SDLC, HTML, Cross-functional Team..., Project Management, Vendor Management, Proposal Writing, Management, Strategic Planning, Public Speaking, CSS, Scrum, MySQL, MS SQL, C#, WPF Development, jQuery, Team Leadership, Volunteer Recruiting, Process Improvement, XML, Requirements Analysis, SharePoint, Microsoft SQL Server, Access, Visual Basic, Databases, JavaScript, ASP.NET, REST, OOP, Visual Studio, Web Services, .NET, HTML 5, ASP.NET MVC
Education
Western New England College
Bachelor of Science (BS), Business Administration and Management, Cum Laude
Rensselaer Polytechnic Institute 1977 — 1980
Computer Engineering
PAX Financial Group, LLC, A Registered Investment Advisor March 2010 - Present
USAA January 2008 - February 2010
MassMutual Financial Group March 2006 - January 2008
Skills
Wealth Management, Investments, Retirement Planning, Investment Strategies, Strategic Financial..., Portfolio Management, Mutual Funds, Retirement, Investment Management, Financial Advisory, Series 7, Alternative Investments, Wealth, Financial Analysis, Securities, Certified Financial..., 401k Rollovers, 529 Plans, Term Life Insurance, Health Insurance, College Education..., Budgeting, Fiduciary, Social Security, Indexed Annuities, Legacy Giving, Asset Management, Disability Insurance, Group Insurance, Cash Management
Education
University of the Incarnate Word
Master of Arts (M.A.), Education
Rice University 1995 — 1999
Bachelor’s Degree
Capstone Financial September 2011 - Present
MassMutual Financial Group 1985 - September 2011
Skills
Retirement, Management, Disability Insurance, Retirement Planning, Investments, Insurance, Life Insurance, Fixed Annuities, Wealth Management, Strategic Financial...
Education
Randolph-Macon College 1971 — 1975
Bachelor of Science (B.S.), Mathematics
Douglas Freeman High School 1969 — 1971
Actively looking for new opportunities in the Tampa area August 2015 - Present
Synergistic Funding January 2015 - August 2015
MassMutual Financial Group September 2010 - September 2013
Rome Savings Bank January 1996 - April 2009
McMahon, Grow & Getty Esqs. January 1990 - December 1995
Skills
Commercial Lending, Financial Services, Loans, Banking, Finance, Leadership, Risk Management, Financial Analysis, Fixed Annuities, Credit, Employee Benefits, Insurance, Retirement, Retirement Planning, Securities, Business Development, Strategic Planning, Series 63, Real Estate, Investments
Education
Syracuse University College of Law 1986 — 1989
JD*, Law
Rochester Institute of Technology 1984 — 1986
BS, Business Administration-Finance
Mohawk Valley Community College 1982 — 1984
Associate's Degree, Banking and Insurance
MassMutual Financial Group March 2014 - Present
New Concept Personal Financial Services January 2006 - March 2014
Chicago Tribune Media Group April 2011 - March 2013
Cydcor January 2010 - April 2011
Skills
Professional..., Customer Relations, Hiring, Account Management, Public Speaking, Customer Service, Cold Calling, New Business Development, Recruiting, Marketing, Sales, Marketing Strategy, CRM, Contract Negotiation, Sales Process, Sales Management, Management, Customer Retention, Advertising, Customer Satisfaction, Lead Generation, Salesforce.com, Online Advertising
Education
Robert Morris College 2002 — 2006
Bachelors Degree, business administration
Legacy Financial Group August 2015 - Present
MassMutual Financial Group April 2014 - July 2015
New York Life Insurance Company October 2011 - April 2014
Skills
Retirement Planning, Financial Services, Life Insurance, Disability Insurance, Long Term Care Insurance, Asset Management, Wealth Accumulation, College Savings Plans, 401k Rollovers, 401k, Buy-Sell Funding..., Distribution Strategies, Estate Planning, Series 65, Series 63, Series 6, Asset Allocation, Roth IRA, IRAs, Mutual Funds, Variable Annuities, Fixed Annuities
Education
Rhode Island College
Bachelor of Arts (B.A.), Psychology
MassMutual Financial Group April 2013 - Present
MassMutual Financial Group October 2010 - April 2013
MassMutual Financial Group 2007 - 2010
MassMutual Financial Group 1999 - 2007
Hamilton Sundstrand 1997 - 1999
Skills
Websphere, Sybase, SOA, Performance Tuning, Sun Certified Java..., Java, JavaScript, .NET, C#, HTML/XML, Mobile Technology, MySQL, Visual Studio, Eclipse, Business Analysis, Java Enterprise Edition, Visual Basic, WebSphere, Leadership, Enterprise Architecture
Education
Rochester Institute of Technology 2005 — 2008
Masters, Software Development and Management
Western New England University 1993 — 1997
Bachelors, Electrical Engineer (Computer Option
Renaissance Benefit Advisors Group, LLC February 2012 - Present
Renaissance Benefit Advisors 2006 - February 2012
MassMutual Financial Group 1991 - 2005
Connecticut Mutual 1981 - 1991
Skills
Fiduciary, Defined Contribution, Qualified Retirement..., Investment Advisory, Fiduciary Management, Asset Allocation, Profit Sharing, Investment Management, Investment Advisory..., Relationship Management, Asset Management, Securities
Education
Rutgers University-New Brunswick
BS
CFGI September 2014 - Present
EY October 2013 - August 2014
Ernst & Young August 2011 - September 2013
MassMutual Financial Group 2009 - 2010
Interactive Brokers 2007 - 2008
PCAOB May 2006 - August 2006
Skills
Microsoft Excel, Visual Basic, Financial Analysis, Financial Reporting, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Finance, Auditing
Education
University of North Carolina at Chapel Hill 2010 — 2011
Master's degree, Accounting
Rensselaer Polytechnic Institute 2003 — 2007
Bachelor's degree, Applied Mathematics, Economics
Virtus Investment Partners 2007 - Present
The Hartford Insurance Group 2005 - 2007
RSM McGladrey 2003 - 2005
MassMutual Financial Group 1992 - 2003
Rensselaer Polytechnic Institute 1999 - 2002
MassMutual Financial Group 1992 - 1996
Urbach Kahn and Werlin / UHY Advisers 1991 - 1992
Arthur Andersen & Co. 1986 - 1991
Skills
Compliance, Mutual Funds, Investment Advisory, Investments, Asset Management, Risk Assessment, Corporate Governance, Operational Risk..., Due Diligence, Series 7, Series 24, Portfolio Management, Valuation, Brokerage, Audit, Internal Audit, Financial Control, Internal Controls, Enterprise Risk..., Risk Management, Risk Mitigation, Equities, Fixed Income, Alternative Investments, Derivatives, Strategic Thinking, Business Reorganizations, Financial Analysis, Financial Markets, Training & Development, Asset Managment, Securities Regulation, FINRA, Hedge Funds, Auditing
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1994 — 2000
MBA, Finance
The University of Connecticut School of Business 1981 — 1986
BS, Accounting & Business Administration
SunTrust April 2015 - Present
SunTrust July 2012 - Present
MassMutual Financial Group July 2011 - December 2012
RBC Bank January 2011 - September 2011
Fifth Third Bank January 2010 - January 2011
Home 1st Lending LLC October 2006 - December 2009
Christensen Financial Inc January 2003 - October 2006
AT&T Wireless January 1999 - March 2002
Sprint Telecenters Inc. October 1994 - January 1999
Skills
Underwriting, Banking, Budgets, Commercial Banking, Commercial Lending, Credit, Cross Selling, Customer Service, Finance, Financial Services, Loans, Strategic Financial..., Wealth, Wealth Management, Strategy, Small Business, Sales, Management, Marketing, Mortgage Lending, Portfolio Management, Process Improvement, Real Estate, Relationship Management, Residential Mortgages, Retail Banking
Education
Rollins College - Crummer Graduate School of Business 2012 — 2014
University of Phoenix 1998 — 2002
BS, E-commerce
MassMutual Financial Group May 2015 - August 2015
Voya Financial (Formerly ING U.S.) May 2014 - August 2014
Robert Morris University January 2014 - May 2014
Robert Morris University August 2013 - October 2013
St. Clair Country Club May 2012 - September 2013
Skills
Retirement, Actuarial Science, Microsoft Excel, Probability Theory, PowerPoint, Statistics, Finance, Data Analysis, Calculus, Critical Thinking, Communication, Leadership, Public Speaking, Microsoft Office, Teamwork, Microsoft Word, Time Management, Research
Education
Robert Morris University 2012 — 2016
Actuarial Science
MassMutual Financial Group June 2013 - Present
Essex Bank 2005 - 2010
U S Navy 1983 - 1991
Skills
Retirement, Disability Insurance, Insurance
Education
Rappahannock Community College 1998 — 2001
Liberal Arts
Mary Washington College
MassMutual Financial Group November 2012 - Present
MassMutual Financial Group May 2011 - December 2012
ING September 2005 - April 2011
ING September 2005 - September 2007
The Phoenix Companies January 1990 - 2004
Phoenix Home Life 1990 - 2004
Northeast Savings 1985 - 1988
Skills
Insurance, Program Management, Mutual Funds, Project Management, Process Improvement, Investments, Vendor Management, Sales, Financial Services, Risk Management, Business Analysis, Series 7, Portfolio Management, Securities, Asset Management, Management, Leadership, Relationship Management, Change Management, Retirement Planning, Strategic Planning, Series 63, Project Portfolio..., SDLC, Business Process..., Life Insurance, Retirement
Education
Rensselaer Polytechnic Institute at Hartford 2004 — 2005
M.S.
Russell Sage College 1981 — 1985
B.S.
The Masters School 1977 — 1981
High School Diploma
The United Illuminating Company February 2014 - Present
Michael A. Urso Consulting December 2011 - Present
Thirau LLC February 2013 - February 2014
United Illuminating December 2011 - February 2013
MassMutual Financial Group September 2005 - December 2011
MassMutual August 2001 - September 2005
CIGNA September 2000 - May 2001
CA January 1999 - August 2000
Complete Business Solutions Inc September 1992 - December 1998
Skills
Information Architecture, Business Analysis, Insurance, Data Modeling, Software Project..., Project Finance, Financial Analysis, Project Facilitation, Process Mapping, Process Improvement, Change Management, Leading Change, Resource Management, Project Portfolio..., Training Presentations, Direct Sales, Sales Management, Process Modeling, Microsoft Office, MS Project, Primavera P6, Project Management, Management, Business Process..., Microsoft Project, PMO, Requirements Analysis, Strategy, Vendor Management
Education
Rensselaer Polytechnic Institute at Hartford
Masters, Computer Science
The University of Connecticut
Bachelor of Science, Accounting
MassMutual Financial Group October 2008 - Present
Diversified Investement Advisors April 2006 - October 2008
CIGNA March 2001 - April 2006
Skills
Series 63, Series 7, Mutual Funds, 401k, Relationship Management, Financial Services, Investments
Education
Roosevelt University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General, 3.0
Excel Lead Development July 2015 - Present
MassMutual Financial Group December 2012 - April 2014
Sawyer Insurance Agency 2011 - December 2012
Let's Help Now August 2009 - December 2012
Amerigo Home Lending February 2010 - February 2012
Merrill Lynch 2002 - 2005
Skills
Banking, Financial Planning, Real Estate, Coaching, Mortgage, Investments, Small Business, Entrepreneur, Entrepreneurship, Customer Service, Management Consulting, Strategic Financial..., Life Insurance, Finance, Mortgage Lending, Loans, Business Planning, Insurance, Analysis, Fixed Annuities, Retirement Planning, Estate Planning, Term Life Insurance, Long-term Care, Disability Insurance, Mutual Funds, 401k, Securities, Retirement, Marketing, Management, Strategic Planning
Education
University of Cincinnati 1975 — 1981
BS, Education
Ripon College 1971 — 1973
Studied, Political Philosophy
MassMutual Financial Group August 2007 - Present
ISO New England January 2006 - August 2007
CIGNA Healthcare October 2000 - June 2005
Travelers February 2000 - September 2000
Aetna April 1995 - February 2000
Shawmut National Corporation 1992 - 1995
Skills
Incentive Compensation..., Incentive Programs, Human Resources, Executive Pay, Salary, HRIS, Benefits Administration, Performance Management, FLSA, Employee Benefits
Education
Rensselaer Polytechnic Institute at Hartford
MS, Management
The University of Connecticut
BA, History
CIGNA June 2012 - Present
United Technologies 2011 - 2012
MassMutual Financial Group 2004 - 2011
MassMutual Financial Group 2001 - 2004
Aetna AFS - ING Americas 1990 - 2001
Aetna Life & Casualty 1989 - 1990
General Dynamics 1982 - 1989
Skills
Vendor Management, Business Analysis, IT Strategy, SDLC, Process Improvement, Vendor Contracts, IT Service Management, Supplier Negotiation, IT governance, ITIL Process, Budgets, Databases, Business Process..., Disaster Recovery, Enterprise Architecture, Governance, IT Management, Business Intelligence, Leadership, Management, Requirements Analysis, Requirements Gathering, Risk Management, Visio, Integration, MS Project, SharePoint
Education
Rensselaer Polytechnic Institute at Hartford
Masters, Management/Finance
University of New Haven
Bachelors, Computer Science, Engineering
Wells Fargo Advisors December 2012 - Present
MassMutual Financial Group March 2011 - December 2012
Paychex December 2001 - February 2011
Skills
Retirement, Financial Advisory, Sales, Networking, 401k, Employee Benefits, Retirement Planning, Small Business, Benefits Administration, Insurance, Public Speaking, Wholesale, Sales Management, Operations Management, Presenting to Clients, Presenting Solutions, Softball, Volleyball, 403 b, MBA, Finance, Series 7, Selling, Strategic Financial..., Investments, Series 6
Education
Rochester Institute of Technology 2001 — 2003
MBA, Business Management
Rochester Institute of Technology 1999 — 2001
BA, Business
MassMutual Financial Group February 2012 - Present
MassMutual Financial Group April 2011 - February 2012
MassMutual Financial Group January 2009 - April 2011
MassMutual Financial Group June 2005 - January 2009
Web Design & Development 2002 - 2007
Skills
Process Improvement, SharePoint, Data Analysis, Data Visualization, Metrics, Dashboards, Reporting Design, Microsoft Office, Excel, PowerPoint, Word, Visio, HTML, CSS, JavaScript, jQuery, PHP, MySQL, Adobe Creative Suite, Dreamweaver, Microsoft Word, Information Security, Access, Dashboard, Risk Management, Microsoft Excel
Education
Rensselaer Polytechnic Institute at Hartford 2005 — 2007
MS, Management - Technology Management
Rensselaer Polytechnic Institute 2001 — 2005
BS, Information Technology
MassMutual Financial Group January 2015 - Present
MassMutual Financial Group July 2012 - January 2015
MassMutual Financial Group May 2010 - July 2012
MassMutual Financial Group August 2006 - May 2010
Skills
SDLC, Vendor Management, Software Project..., Process Improvement, SharePoint, Resource Management, PMP, Microsoft Project, Project Portfolio..., Project Management, PMO, MS Project, Requirements Analysis, Business Process..., IT Strategy
Education
University of Massachusetts, Amherst 2007 — 2010
Master of Business Administration (M.B.A.)
Rochester Institute of Technology 2001 — 2006
Bachelor of Science (B.S.), Information Technology
Hayden Wealth Management Group, a division of NorthEast Community Bank February 2012 - Present
MassMutual Financial Group August 2009 - January 2012
Charter Oak Insurance & Financial Services Co., a MassMutual Company April 2009 - January 2012
Cegedim Dendrite February 2008 - October 2008
idEXEC/OneSource/infoUSA December 2003 - February 2008
LexisNexis Martindale-Hubbell February 2003 - December 2003
Venture Direct Worldwide December 2000 - February 2003
AdvanceLaw.com January 1998 - December 2000
Skills
Annuities, Disability Insurance, Long Term Care Planning, Life Insurance, Retirement Planning, Executive Benefits, Contingency Planning
Education
Kaplan Financial Institute 2009 — 2009
Securities
Poh's Institute 2009 — 2009
Life, Accident & Health Insurance
Rollins College 1969 — 1973
BA, Theatre
Staples High School 1967 — 1969
Initials, Inc. May 2013 - Present
LeTourneau Household May 2002 - Present
MassMutual Financial Group November 1999 - June 2012
Education
Rensselaer Polytechnic Institute 2000 — 2002
Master of Science (MS), Information Technology Management
Westfield State College 1995 — 1999
Bachelor of Science (BS), Biology, Chemistry
Springfield Central HS 1991 — 1995
Morgan Stanley February 2015 - Present
SS&C Technologies GlobeOp May 2011 - February 2015
Our Piece of the Pie 2007 - 2012
The Producers Firm - J.E.Goss LLC November 2006 - November 2010
John Hancock Life Insurance Company (U.S.A.) March 2006 - November 2006
MassMutual Financial Group June 2005 - March 2006
Skills
Investments, Social Media, Insurance, Strategic Planning, Leadership, Program Management, Asset Managment, Financial Modeling, Asset Management, Investor Relations, Analysis, Fundraising, Accounting, Management, Mutual Funds, New Business Development, Sales, Finance
Education
Roger Williams University 2001 — 2005
BS, Business Marketing, Finance, Political Science
MassMutual Financial Group June 2006 - Present
InVivo Therapeutics November 2006 - March 2007
Skills
Project Management, Strategic Technology..., Portfolio Management, Program Management, Department Budgeting, Resource Management, Information Delivery, Applications Software..., Requirements Gathering, SDLC, IT Strategy, Vendor Management, Business Analysis, Visio, Project Portfolio..., PMO, Risk Management, Enterprise Architecture, Business Requirements, SharePoint, IT Management, Requirements Analysis
Education
Rensselaer Polytechnic Institute 2009 — 2010
Master of Science (MS), Management Information Systems, General
Temple University 2003 — 2007
Bachelor of Science (BS), Information Technology
Temple University
Bachelor of Science (BS), Insurance
MassMutual Financial Group May 2013 - Present
MassMutual Financial Group (Retirement Plans, formally part of The Hartford) June 2011 - April 2013
The Hartford Retirement Plans Group (Formally part of MFS) January 2005 - June 2011
MFS Investment Management September 2004 - December 2004
MFS Investment Management 2000 - 2004
Putnam Investments 1999 - 2000
Skills
Technical Writing, Customer Relations, Vendor Management, Team Building, Internal Communications, Training & Development, Distance Learning, Employee Training, Customer Service, Program Management, Management, Training, Change Management, SharePoint, Analysis, Start-ups, Leadership
Education
The University of Georgia 1996 — 1998
Masters, Economics
Rollins College 1992 — 1996
BA, Economics
Charles Schwab Advisor Services January 2013 - Present
Charles Schwab Advisor Services October 2011 - January 2013
Charles Schwab Advisor Services January 2008 - October 2011
Schwab Institutional May 2006 - January 2008
MassMutual Financial Group 2002 - 2006
Delaware Investments 2000 - 2001
CitiGroup 1998 - 2000
Alliance Capital 1993 - 1998
Skills
Series 24, Series 7, Series 63
Education
Regis University
Master of Business Administration (MBA)
Temple University
Bachelor of Business Administration (BBA)
The American College
Chartered Financial Consultant (CHFC)
Methacton High School
Willow Oaks November 2014 - Present
MassMutual Financial Group September 2014 - November 2014
Willow Oaks Country Club June 2004 - September 2014
Skills
Golf Courses, Golf Instruction, Golf Course Management, Golf, Club, Tournaments, Junior Golf, Golf Club Repair, Event Planning, Professional Sports, Golf Management, PGA, Golf Fitness, Member Relations, Golf Equipment, Golfers
Education
Randolph-Macon College 2000 — 2004
Bachelor of Arts (B.A.), International Relations
Wells Fargo Home Mortgage November 2012 - Present
MassMutual Financial Group June 2011 - July 2012
Genworth Financial June 2010 - August 2010
Skills
Life Insurance, Retirement, Employee Benefits, Financial Analysis, Microsoft Word, Investments, Long Term Care Insurance, Leadership, Team Leadership, Data Analysis, Microsoft Excel, Disability Insurance, Series 7, Insurance
Education
Radford University - College of Business and Economics 2007 — 2011
Bachelors, Finance
MassMutual Financial Group January 2012 - Present
MassMutual Financial Group January 2010 - January 2012
Phoenix Life Insurance Company 2005 - 2010
ING Financial Servis 2001 - 2005
Skills
Fixed Annuities, Variable Annuities, Hedging, Life Insurance, Actuarial Science, Insurance, Pricing, Disability Insurance, Reinsurance, ALM, Retirement, Financial Risk, Actuaries, General Insurance, Portfolio Management, Investments, Enterprise Risk..., Economic Capital, MoSes, Risk Management, Term Life Insurance, Embedded Value, Solvency II, Investment Strategies, Health Insurance, Prophet
Education
University of Waterloo 1999 — 2000
M.Math, Actuarial Science
Renmin University of China 1993 — 1997
bachelor, statistics, actuarial science
MassMutual Financial Group June 2011 - Present
Jones Lang LaSalle UnitedHealth Group Account January 2008 - November 2010
Self Employed Contractor September 1996 - January 2008
BKM Access Group September 1996 - January 2008
Hartford Hospital 1993 - 1996
Aetna Realty Investments October 1989 - January 1992
Skills
Interior Design, Tenant Improvement, Construction, Facilities Management, Construction Management, Corporate Real Estate, Space-planning
Education
Rhode Island School of Design
BFA, Interior Architecture
MassMutual Financial Group September 2009 - Present
Mass Mutual Life Insurance Co. May 2003 - September 2009
MassMutual March 1999 - May 2003
Education
Regis College 1983 — 1987
BA, Management/Communications
Northwest Catholic High School 1979 — 1983
TrueNorth Financial Solutions August 2012 - Present
MassMutual Financial Group March 2009 - July 2012
AgfaPhoto 2000 - 2004
Agfa Corporation 1980 - 2004
Skills
Retirement, Long-term Care, Employee Benefits, Disability Insurance, Long Term Care, Health Insurance, Group Benefits, Retirement Planning, Term Life Insurance, Insurance, Medicare Supplements, Whole Life, Retirement Income..., Universal Life, Cafeteria Plans, Supplemental Insurance, Health Savings Accounts, Saving for Education, Retirement Savings, Employee Relations, Executive Protection, Executive Compensation, Defined Benefit, Fixed Annuities, Trust Services, Protection, Digital Imaging, Long Term Care Insurance, Estate Planning, Medicare, Sales, Life Insurance, Marketing Strategy, Team Building
Education
Rochester Institute of Technology 1975 — 1979
BS, Business & Photo Management
MassMutual Financial Group August 2013 - Present
MassMutual Southern New England September 2007 - August 2013
Angell Pension Group January 2005 - July 2007
ON Semiconductor March 2000 - April 2004
Texas Instruments 1996 - 1999
Education
Rhode Island College 2004 — 2007
BA,BS, Economics, Finance
MassMutual Financial Group September 2005 - Present
Skills
Series 6, Variable Annuities, Fixed Annuities, Interpreting, Retirement, Leadership, Customer Service, Management, Research, Event Planning, Microsoft Office, Microsoft Word, PowerPoint, Windows, Outlook, Microsoft Excel
Education
Rockland Community College 1997 — 1999
Associate's degree, Business Administration and Management, General
Rockland Community College
Richard J. Hudak Financial LP January 1995 - Present
Independence Planning Group February 2011 - December 2013
Real Estate Mortgage Network May 2011 - May 2013
MassMutual Financial Group August 2010 - February 2011
Skills
Finance, Refinance, Investment Properties, FHA, Loans, Reverse Mortgages, Leadership, Mortgage Lending, First Time Home Buyers, Financial Services, Sellers, Customer Service, Life Insurance, Disability Insurance, Buy-sell Agreements, Team Building, Exit Strategies, Wealth Accumulation, Wills, College Funding..., Long Term Care Insurance, Succession Planning, Estate Planning, Funding, Real Estate Economics, Sales, Credit, Investments, Financial Analysis, Financial Planning, Residential Mortgages, Loan Origination, Small Business, Insurance, Public Speaking, Banking, Credit Analysis
Education
Ramapo College of NJ 1995 — 1997
Accounting and Business/Management
Fairleigh Dickinson University-Metropolitan Campus 1983 — 1985
American Maintenance January 2010 - Present
American Maintenance January 2010 - October 2013
MASSMUTUAL LIFE INSURANCE May 2008 - January 2010
MassMutual Financial Group October 2008 - March 2009
The Cupcake Diet December 2008 - February 2009
RUTGERS UNIVERSITY TELEFUND February 2008 - May 2008
MASSMUTUAL LIFE INSURANCE May 2007 - August 2007
WOMEN'S EXPRESSIVE THEATER May 2007 - August 2007
KIDS ARE KIDS May 2006 - August 2006
Six Flags Great Adventure May 2005 - September 2005
Skills
Computer Maintenance, Payroll, Accounts Payable, Accounts Receivable, Human Resources, Microsoft Excel, Acess, Microsoft Word, Outlook, Microsoft Publisher, Microsoft Office, People Skills, People-oriented, Telephone, Organization, PeopleSoft, Adobe Acrobat, Leadership, Sales, Teamwork, Event Planning, Time Management, Training, PowerPoint, System Administration, Recruiting, Inventory Management, Management, Process Improvement, Budgets, SAP, Administrative..., Access, Employee Benefits, Data Entry, Team Building, ADP Payroll, Insurance, Spreadsheets, Customer Service
Education
Rutgers University-New Brunswick 2004 — 2008
BA, Theater Arts
Accenture October 2014 - Present
VERTEX, Inc. August 2013 - May 2014
Booz Allen Hamilton July 2011 - July 2013
Rensselaer Polytechnic Institute January 2009 - December 2010
MassMutual Financial Group March 2006 - August 2006
Skills
Quality Assurance, Data Analysis, Requirements Analysis, Analysis, Software Documentation, Leadership, Government, Systems Analysis, Regression Testing, System Testing, JIRA, Research, SPSS, Consulting, Software Development..., RequisitePro, Quality Center, Agile & Waterfall..., C++, C, Visual Basic, Java, SharePoint, Microsoft Office, Adobe Creative Suite, Statistics, Strategy, ALIP, LifeCad, FAST, Project Management
Education
Rensselaer Polytechnic Institute 2006 — 2011
Bachelor of Science (BS), Psychology
The Gabor Agency, Inc. 2015 - Present
Elite Financial Partners 2008 - 2015
MassMutual Financial Group 2008 - 2015
Deutsche Bank Securities 2007 - 2007
Skills
Retirement, Finance, Insurance, Retirement Planning, Disability Insurance, Long Term Care Insurance, Financial Services, Customer Service, Banking, Fixed Annuities, Savings, Marketing, Funding, Financial Modeling, Life Insurance, Investments, Term Life Insurance, LLC, Sales, Mutual Funds, Access, Portfolio Management, IRAs, Institutions, Long-term Care, 401k, Asset Allocation, Bonds, FINRA, Investment Strategies, Estate Planning, Equities
Education
Rollins College 2003 — 2005
None, International Business
University of South Florida
Bachelor of Arts, History
MassMutual Financial Group 2004 - Present
USAirports Air Charters 2001 - 2004
Global Crossing 1997 - 1999
Bausch + Lomb April 1996 - April 1997
Bausch + Lomb June 1989 - April 1996
IBM 1988 - 1988
Skills
Aviation, Customer Service, Operations Management
Education
Rochester Institute of Technology 1997 — 1999
MS, Service Management
University of Massachusetts, Amherst 1985 — 1989
BS, Hotel, Restaurant and Travel Administration
Penney High School
Seton
Seton
Seton
Self Employed February 2014 - Present
Wall Street Financial Group January 2013 - February 2014
Applebee's June 2012 - January 2013
Ameriprise Financial July 2010 - June 2012
MassMutual Financial Group May 2010 - July 2010
Self-Employed February 2010 - July 2010
Combined Insurance August 2009 - February 2010
The William Seward Inn July 2009 - August 2009
Bob Evans August 2006 - August 2009
David Nachbar/Richard Dollinger State Senate Campaign June 2008 - August 2008
Skills
Customer Service, Leadership, Sales, Life Insurance, Disability Insurance, Long Term Care Insurance, Medicare, Public Speaking, Event Planning, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Satisfaction
Education
State University of New York College at Fredonia 2006 — 2009
B.A., Interdisciplinary Studies: Music Business
University of Nottingham 2008 — 2008
Roberts Wesleyan College 2005 — 2006
Leadership for Nationwide Performance Process Improvement Directors 2015 - Present
Children's Medical Center September 2014 - Present
UnitedHealth Group July 2009 - September 2014
Hartford Life May 2006 - July 2009
TEKsystems October 2005 - March 2006
Aetna, INC. February 2004 - December 2005
GE Financial Assurance - Employer Services Group April 2002 - February 2004
MassMutual Financial Group February 2000 - February 2001
MassMutual Financial Group February 1998 - February 2000
MassMutual Financial Group May 1994 - February 1998
Skills
Program Management, PMO, SDLC, Project Management, Management, Change Management, Six Sigma, Quality Assurance, Vendor Management, Project Portfolio..., Mentoring, Strategic Planning, Resource Management, Insurance, Risk Management, RCA, Coaching, Business Process..., Organization &..., Process Improvement, Lean Six Sigma, Performance Improvement, Cost Management, Facilitator, Data Analysis, Key performance..., Dashboard Metrics
Education
Regis University 2003 — 2009
M.S.
Charter Oak State College 1995 — 1998
Bachelor of Science (BS)
American Portfolios September 2005 - Present
MassMutual Financial Group January 1985 - August 2005
Skills
Finance, Investments, Risk Management, Portfolio Management, Financial Planning, Financial Services, Banking, Insurance, Credit, Financial Analysis
Education
Rochester Institute of Technology
Tallahassee Memorial HealthCare April 2015 - Present
National 4-H Council August 2012 - December 2014
MassMutual Financial Group June 2010 - December 2011
PepsiCo - Frito Lay May 2008 - December 2010
Skills
Leadership, Customer Service, Event Planning, Management, Fundraising, Project Planning, Database Administration, Microsoft Office, Budget Monitoring, Project Management, Administrative Support, Program Management, Public Speaking, Nonprofits
Education
Radford University - College of Business and Economics 2007 — 2012
BBA, Business Administration and Management, General
Nerium International June 2014 - Present
MassMutual Financial Group November 2012 - Present
Global Internet Entrepreneur March 2009 - Present
ISO January 2006 - February 2009
Gilbane Building Company 2004 - 2005
Open Software / ManageSoft 1994 - 2001
Skills
Team Motivator, Microsoft Office, Cheerleading, Team Building, Entrepreneurship, Public Speaking, Proposal Writing, Motivational Speaking, Real Estate, Visio, Coaching, Customer Service, Leadership, Marketing, Leadership Development, Professional Mentoring, Training, Event Planning, Event Management, Change Management, Fundraising, Microsoft Word, Budgets, Project Management, Business Development, Marketing Strategy, Sales Management, Marketing Communications, Time Management, Management, Dedicated Professional, Negotiation, Strategic Planning, Outlook, PowerPoint, Non-profits, Social Media Marketing, New Business Development, Program Management, Team Leadership, Public Relations, Research, Microsoft Excel, Advertising, Social Networking, Social Media, Recruiting, Online Marketing, Sales, Teamwork
Education
Bishop Feehan
Diploma
Rivier College
BA, Education
Fidelity Investments July 2011 - February 2015
Morgan Stanley May 2010 - June 2011
MassMutual Financial Group January 2007 - March 2010
Davis Advisors October 2004 - December 2006
United States Air Force August 2001 - June 2004
WorldCom February 1999 - June 2001
Skills
Program Management, Leadership, Mutual Funds, Series 7, Financial Planning, Investments, Sales, Strategic Planning, Process Improvement, Financial Services, Financial Analysis, Equities, Retirement Planning, Analysis, Series 31, Series 63, Series 66, CRPC, CMFC
Education
Regis University 2000 — 2001
Master of Business Administration (MBA), International Relations and Affairs
University of Colorado Colorado Springs 1997 — 1999
Bachelor of Arts, Communication, General
MassMutual Financial Group February 2013 - Present
Skills
SDLC, Vendor Management, IT Strategy, Process Improvement, IT Management, Project Portfolio..., HIPAA, Systems Analysis, Program Management, Business Analysis, DB2, Enterprise Architecture, Change Management, Governance, Integration, Disaster Recovery, Requirements Analysis, SQL, IT Audit, Software Development, Management, Enterprise Software, ITIL
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1994
MBA
Rutgers University-New Brunswick 1985 — 1989
BA
MassMutual March 2011 - Present
MassMutual Financial Group 2002 - Present
American Benefits Council May 2011 - Present
MassMutual Federal Credit Union June 2009 - June 2011
Lawyers Collaborative for Diversity 2006 - June 2011
MLK Jr. Community Center 2003 - 2010
United States House of Representatives 2000 - 2002
Skills
ERISA, Securities, Securities Regulation, FINRA, Insurance Law, Mutual Funds, Series 7, Litigation Management, Executive Pay, Employee Benefits, Series 24, Profit Sharing, Qualified Retirement..., 401k, Retirement, Fiduciary, Defined Benefit, Fixed Annuities, Life Insurance
Education
Rutgers University School of Law - Camden 1998 — 2000
Doctor of Law (JD)
Syracuse University - Martin J. Whitman School of Management 1992 — 1995
Bachelor's degree, Finance
Texas Southern University—Thurgood Marshall School of Law
Principal Financial Group August 2014 - Present
Lincoln Financial Group 2012 - Present
Lincoln Financial Group February 2011 - 2012
Lincoln Financial Gorup August 2010 - February 2011
MassMutual December 2005 - April 2010
MassMutual Financial Group 2000 - December 2005
Hartford Insurance July 1992 - January 2000
Skills
Insurance, Disability Insurance, Leadership, Employee Benefits, Health Insurance, Management, Strategy, Sales Management, Marketing, Program Management, Strategic Planning, New Business Development, Customer Retention, Budgets, Sales, Executive Management, Process Improvement, Customer Service, Vendor Management, Risk Management, Customer Experience, Account Management, Life Insurance
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1999 — 2001
Masters, International Business Management/Finance
Roger Williams University
BS, Business Management/Marketing
MassMutual Financial Group* October 2010 - Present
Education
Raritan Valley Community College 2005 — 2006
Business Administration
MassMutual Financial Group October 2013 - Present
MassMutual Financial Group March 2010 - October 2013
AETNA August 2007 - December 2009
CIGNA February 2006 - August 2007
CIGNA July 2005 - January 2006
CIGNA March 2004 - January 2006
CIGNA November 2001 - February 2004
CIGNA November 2000 - October 2001
CIGNA April 2000 - October 2000
CIGNA September 1998 - March 2000
Skills
Six Sigma Black Belt -..., Business Process..., Analysis, Cross-functional Team..., Leadership, Process Improvement, Risk Management, Six Sigma, Strategy, Internal Audit, Strategic Planning, Managerial Finance, Finance, Change Management, P, Insurance
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1995 — 1998
MBA, Human Resources
St. Lawrence University 1989 — 1993
B.A., Economics, Psychology
Computershare US February 2014 - Present
State Street Bank March 2012 - March 2014
MassMutual Financial Group October 2010 - March 2012
Altria December 2003 - February 2010
Altria Corporate Services Inc. December 2003 - February 2010
Altria 2003 - 2008
The Hartford July 1998 - November 2003
ALPFA, Inc. — Empowering Latino Leaders 2002 - 2003
The Hartford Insurance 1998 - 2003
ITT Ercos, subsidiary of The Hartford in Spain 1995 - 1998
Skills
SOX, IT Governance, Business Process, Internal Audit, IT Audit, Sarbanes-Oxley Act, Governance, CISA, SAP, Auditing, Risk Management, Business Analysis, SDLC, Business Process..., Financial Services, Internal Controls, Enterprise Risk..., Information Technology, Financial Risk, Process Improvement, Risk Assessment, IT Management, COBIT, Analysis, IT Strategy
Education
ISM 2005 — 2011
PHD Candidate, Business Administration
Rensselaer Polytechnic Institute 1986 — 1989
Master in Computer Science, Software Engineering
Universidad de Lima 1972 — 1976
BS, Industrial Engineering, 1% top of the class
American School of Bilbao
Reyna de las Americas
High School graduate (Valedictorian)
Prosperity Coaching Associates July 2008 - Present
Prosperity Coaching Associates, LLC July 2008 - Present
Matson Money 2008 - 2013
Prosperity Coaching Associates 2008 - 2013
MassMutual Financial Group 2002 - 2008
VERITAS 2000 - 2002
Platinum/Epicor 1997 - 2000
Olicom 1994 - 1996
Sequent Computer 1991 - 1994
Unisys 1986 - 1990
Skills
Series 65, Investments, Estate Planning, Life Insurance, Retirement Planning, Investment Advisory, Long Term Care Insurance, Disability Insurance, Strategic Financial..., Insurance, IRAs, Series 63, Mutual Funds, Retirement, 401k, Fixed Annuities, Financial Services, Asset Allocation, Wealth Management, Securities, Investment Strategies, Asset Management, Sales, Long-term Care, Financial Advisory, Management
Education
Regis University 1968 — 1972
BS, Business
Sysco June 2015 - Present
Cost Development, LLC November 2014 - Present
Travelers 2011 - 2014
MassMutual Financial Group June 2006 - October 2011
United Technologies Corp 2001 - 2006
UnitedHealth Group & Mercer 1999 - 2001
United Health Group 1994 - 1998
Skills
Employee Relations, Labor Relations, Talent Management, Organizational..., Performance Management, Project Management, Leadership Development, Lean Management, Recruiting, Investigation, Human Resources, Strategic Planning, Onboarding, Talent Acquisition, Succession Planning, Coaching, Employee Training, Organizational..., Employee Engagement, New Hire Orientations, Team Leadership, Staff Development, Change Management, Technical Recruiting, Organizational Design, Hiring, Conflict Resolution, Process Improvement, Interviews, HR Policies, Leadership, Insurance, Applicant Tracking..., Employee Benefits, Management, Executive Coaching, Employment Law, Benefits Administration, Team Building, PeopleSoft, College Recruiting, Sourcing, Deferred Compensation, Policy, HRIS, Career Development, Strategy, Workforce Planning
Education
Rensselaer Polytechnic Institute
MS, Business, Human Resources Concentration
The American University
BSBA, Management
Voya Financial June 2015 - Present
GE Capital March 2015 - May 2015
Prudential Financial October 2014 - February 2015
MassMutual Financial Group July 2011 - October 2014
The Hartford May 2008 - July 2011
The Hartford April 2003 - April 2008
The Hartford January 1999 - March 2003
Tata Consultancy Services (TCS) April 1997 - December 1998
Skills
Program Management, Project Management, Process Improvement, SDLC, PMO, PMP, Project Portfolio..., Leadership, Vendor Management, Business Analysis, Software Project..., Resource Management, IT Strategy, Data Warehousing, Business Intelligence, Requirements Analysis, Enterprise Architecture, Management
Education
Rensselaer Polytechnic Institute 2004 — 2007
Master's Degree, Information Technology
Indira Gandhi National Open University, New Delhi 1995 — 1997
M.B.A, Finance, International Business
University of Calicut
Engineer's Degree, Electrical Engineering
edgeLook September 2015 - Present
Welpak Corp June 2015 - August 2015
Starbucks January 2007 - April 2015
Mido Advertising Group August 2014 - October 2014
Diversified Heat Transfer June 2014 - September 2014
Infinite Direct March 2014 - May 2014
Vemma March 2013 - June 2013
Hankook Tire America Corp. February 2013 - April 2013
MassMutual Financial Group June 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Event Management, Photoshop
Education
Ramapo College of New Jersey 2010 — 2012
Bachelor's degree, Law, Junior and Senior Year
Towson University 2008 — 2010
Associate's degree, Sociology and Anthropology, Freshman & Sophomore Year
T. Schreiber Studios
Acting
MassMutual Financial Group July 2015 - Present
Art Van Furniture November 2012 - June 2015
Art Van Furniture July 2011 - November 2012
DirectBuy June 2001 - July 2011
Skills
Retail, Sales, Team Leadership, Marketing, Sales Management, Team Building, Sales Operations, New Business Development, Account Management, Merchandising, Coaching, Training, Marketing Strategy, Sales Process, Customer Satisfaction, Customer Service, Direct Sales, Forecasting, Inventory Management, Leadership, Management, Negotiation, Online Marketing, Product Development, Social Media Marketing, Strategic Planning
Education
Wayne State University 2011 — 2015
Finance, Banking, Corporate, Finance, and Securities Law
Robert Morris University 1999 — 2001
Specialized Sales, Merchandising and Marketing Operations
Genworth July 2015 - Present
Genworth Financial March 2010 - July 2015
Genworth Financial 2004 - 2010
MassMutual Financial Group January 2003 - July 2004
Skills
Fixed Annuities, Series 6, Sales, Insurance, Financial Services, Retirement Planning, Series 63, Retirement, Term Life Insurance, Banking, Life Insurance, Leadership
Education
Randolph-Macon College 1998 — 2002
Bachelor of Arts
MassMutual Financial Group September 2015 - Present
New York Life Insurance Company February 2012 - Present
New York Life Insurance Company 2012 - Present
East Providence School District September 1999 - June 2012
Skills
Insurance, Teaching, Customer Service, Strategic Planning, College Funding..., Mortgage Protection, Retirement Planning, Wealth Accumulation, Estate Planning, Charitable Gift Planning, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Series 6, Series 63, Business Planning, Term Life Insurance, Whole Life, Family Protection..., 401 (k) Rollovers, 401k, Public Speaking, Disability Insurance, Long-term Care, Life Insurance, Retirement, Microsoft Office, Mortgage Marketing
Education
Rhode Island College 1994 — 1999
Bachelor of Arts (B.A.), Psychology
Mt. Hope High School 1993 — 1994
Warren High School
MassMutual Financial Group August 2015 - Present
China Construction Bank July 2012 - August 2012
Southwest Securities Company May 2009 - July 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Teaching, Photoshop, Strategic Planning, Negotiation, Java, SQL
Education
Rutgers University-New Brunswick 2013 — 2015
Bachelor's degree, Finance
University of Oklahoma 2011 — 2013
Bachelor's degree, General Studies
MassMutual Financial Group February 2014 - Present
MassMutual Financial Group March 2013 - February 2014
MassMutual Financial Group October 2012 - March 2013
MassMutual Financial Group December 2010 - September 2012
MassMutual Financial Group June 2007 - December 2010
Big Y Foods April 2005 - August 2005
Big Y Foods April 2004 - August 2004
Skills
Strategy, Leadership, Organizational Design, IT Service Management, Process Improvement, IT Management, Business Process..., Resource Management, Lean Transformation, ITIL, Management, Change Management, Enterprise Software, Analysis, Strategic Technology..., Unified Communications, IT Operations, Vendor Management, Foundation Certificate..., Six Sigma
Education
Rensselaer Polytechnic Institute 2003 — 2007
B.S. Computer and Systems Engineering, Engineering
Western New England University 2008 — 2010
MBA, Business
Society of Information Managers 2013 — 2013
Regional Leadership Forum Graduate
NBCUniversal, Inc. February 2015 - Present
NBCUniversal, Inc. June 2012 - Present
NBC Universal June 2010 - June 2012
MassMutual Financial Group May 2009 - October 2009
Skills
Entertainment, Television, Digital Distribution, Entertainment Industry, Accounting, Accounts Payable, Accounts Receivable, Cash Flow Management, Cash Flow Forecasting, Balance Sheet Management, P&L, Forecasting, Capital Budgeting, Expense Budgeting, Production Budgeting, Capital Management, Revenue Analysis, Revenue Forecasting, Revenue Modeling, Pricing Analysis, Pricing Strategy, Market Analysis, Free Cash Flow, Budgets, Income Statement, Cash Flow, Pricing
Education
Rowan University 2006 — 2010
Bachelor of Science (BS), Finance, General
Cigna April 2014 - Present
CIGNA July 2011 - April 2014
CIGNA October 2005 - July 2011
MassMutual Financial Group June 1997 - October 2005
Skills
Program Management, Process Improvement, Leadership, Strategic Planning, Coaching, Change Management, Team Building, Vendor Management, Training, Sales Operations, Cross-functional Team..., Strategy, Management Consulting, Outsourcing, Organizational..., CRM, Management
Education
Rhode Island College
BSW, Social Work
Crump Life Insurance Services August 2014 - Present
MassMutual Financial Group July 2013 - August 2014
Detector Technology December 2007 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Strategic Planning, Team Leadership, Leadership, Research, Event Planning
Education
Roger Williams University 2008 — 2012
Bachelor of Science, Business, Management
Odeon Capital Group LLC June 2015 - August 2015
BlueMountain Capital Management May 2014 - August 2014
Rutgers University September 2012 - February 2014
MassMutual Financial Group May 2013 - August 2013
Skills
Research, Financial Modeling, Financial Analysis, VBA, Bloomberg, Finance, Microsoft Excel, PowerPoint, Microsoft Access, Java, HTML, Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2016
Economics
U.S. Bureau of Labor Statistics June 2015 - Present
MassMutual Financial Group 2014 - September 2014
JLL 2013 - 2013
Enova International 2013 - 2013
Northwestern Mutual 2011 - December 2012
Waddell & Reed March 2010 - July 2011
WellCare 2009 - 2010
Skills
Finance, Marketing, Life Insurance, Strategic Financial..., Customer Service, Financial Analysis, Retirement Planning, Insurance, Employee Benefits, Leadership, Strategic Planning, Financial Services, Investments, Risk Management, Microsoft Excel, Banking, Financial Modeling, Disability Insurance, Fixed Annuities, Financial Planning, Health Insurance, Analysis, Portfolio Management, Sales, Asset Management, Public Speaking, Access, Education Funding, Real Estate, Budgets, Long Term Care Insurance, Small Business, Crunching Numbers, Financial Planners, Whole Life, Statistical Data..., Statistical Modeling, Statistics, Six Sigma
Education
Walden University 2013 — 2015
Masters of Science (M.S.), Information Technology
Roosevelt University 2010 — 2012
Master of Arts (M.A.), Economics, 3.33 GPA
Roosevelt University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Walden University 2013 — 2014
Graduate Certificate, Computer and Information Systems
Jones College Prep HS 1999 — 2004
High School Diploma, Accounting and Business/Management
MassMutual Financial Group September 2012 - Present
ADP October 2010 - September 2012
ADP July 2007 - October 2010
ADP April 2005 - July 2007
Skills
4 Time Presidents Club..., Proficient in..., Human Resources, Cold Calling, Salesforce.com, HRO, ADP Payroll, Account Management, Sales Process, Direct Sales, Solution Selling, Sales Presentations, Recruiting, Sales, Sales Force Development, Workforce Management, B2B, Selling, Strategic Selling, New Business Development, Sales Management, Employee Benefits
Education
Robert Morris University 2001 — 2005
Master of Science (M.S.), Management Information Systems, General
MassMutual Financial Group January 2015 - Present
First Niagara Bank July 2009 - January 2015
ADP 2008 - 2009
PNC 2007 - 2008
Skills
Microsoft Word, Microsoft Excel, Microsoft Power Point, Investments, PowerPoint, Retirement Planning, Wealth Management, Employee Benefits, Payroll, Insurance, Customer Service, Accounting, Real Estate, Financial Analysis, Microsoft Office, Fixed Annuities, Human Resources, QuickBooks
Education
Robert Morris University 2010 — 2011
Master's, Business Administration
University of Pittsburgh 2004 — 2007
Bachelor's, Economics
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company May 2014 - August 2014
MassMutual Financial Group May 2013 - August 2013
Robert Morris University September 2012 - May 2013
Five Guys Burgers and Fries July 2009 - December 2012
Clair Global June 2011 - August 2011
Skills
Time Management, Critical Thinking, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Food Service, Visual Basic, Microsoft Access, Leadership, Teamwork, Public Speaking, Statistics, Research, VBA, Access
Education
Robert Morris University 2011 — 2015
Bachelor’s Degree, Actuarial Science, 3.89/4.00
Robert Morris University 2011 — 2015
Bachelor’s Degree, Finance, 3.89/4.00
MassMutual Financial Group 2011 - Present
The Hartford 2010 - 2011
The Hartford 2006 - 2010
Avery Dennison 2003 - 2006
Avery Dennison 1998 - 2003
Ingersoll Rand 1990 - 1998
Skills
Operations Management, Lean Manufacturing, Six Sigma, Quality System, Manufacturing, P&L Responsibility, Kaizen, Supply Chain Management, Insurance, Business Turnaround, Strategy Building, Automotive, Root Cause Analysis, Management, Process Improvement, Program Management, Vendor Management, Business Process Mapping, Business Process..., Leadership, Operational Excellence, Cross-functional Team..., Supply Chain, Continuous Improvement, Change Management, DMAIC, Business Process, Budgets, Business Transformation, Black Belt, 5S, Lean Management, Lean Transformation, Manufacturing..., P, Performance Management, Process Engineering, Process Optimization, Quality Assurance, Strategy, Supply Management, Team Building, Team Leadership, Toyota Production System, Quality Management, Start-ups, Strategic Sourcing
Education
Rensselaer Polytechnic Institute
Masters of Science, Operations Management
The University of Connecticut
Bachelor of Science, Double Major: Mechanical Engineering/Materials Engineering
Aurora Insurance Services, LP - (214) 217-0900 September 2014 - Present
www.clementqb.com September 2013 - Present
McLoughlin Agency - Nationwide Insurance Company September 2013 - August 2014
United Football League July 2010 - October 2012
Rice University January 2010 - June 2010
MassMutual Financial Group June 2009 - January 2010
Skills
Leadership, Athletics, Public Speaking, Sports Coaching, Football, Communication, Motivation, Management, Process and Procedure..., Mentoring, Sports Marketing, Athletic Training, Coaching, Team Leadership, Event Management, Weight Training, Strategy, Leadership Development, Public Relations, Team Building, Exercise Physiology, Time Management, Sports Management, Sports Nutrition, Fitness Training, Sponsorship, Sports, Finance, Professional Sports, Fundraising, Sponsorship Sales, NFL, Event Planning, Scouting, Social Networking, Personal Training, Strength & Conditioning, Athlete Marketing
Education
Rice University 2004 — 2009
BA, Sports Medicine
Alamo Heights High School 2000 — 2004
Bankers Life April 2015 - Present
MassMutual Financial Group 2013 - June 2015
Northwestern Mutual May 2012 - July 2013
Skills
Life Insurance, Employee Benefits, Customer Service, Entrepreneurship, Long-term Care, Whole Life, Microsoft Word, Insurance, Marketing, Strategic Financial..., Loans, Management, Time Management, Disability Insurance, Credit, Term Life Insurance, Strategic Planning, Fixed Annuities, Long Term Care Insurance, New Business Development, Health Insurance, Finance, Small Business, Team Building, Sales, Business Strategy, Leadership Development, Public Speaking
Education
Ramapo College of New Jersey 1984 — 1989
Freehold township high school 1980 — 1984
Kapow July 2015 - Present
Kapow August 2014 - June 2015
Guaranteed Rate January 2013 - July 2014
Guaranteed Rate September 2011 - March 2013
Near North Montessori August 2010 - August 2011
Easter Seals Metropolitan Chicago November 2008 - August 2010
Alexian Brothers Center for Mental Health January 2008 - November 2008
MassMutual Financial Group 2007 - 2008
Skills
Social Media, Event Planning, Fundraising, Leadership, Management, Event Management, Time Management, Marketing, Social Networking, Public Relations, Recruiting, Nonprofits, Social Media Marketing, Sponsorship, Budgets, Customer Service, Program Management, Non-profits, Marketing Strategy, Public Speaking, Outlook, Entrepreneurship, Networking, Marketing Communications, Contract Negotiation, Strategic Planning, Microsoft Office
Education
Roosevelt University 2007 — 2009
MBA, Hospitality Management
University of Central Florida 2001 — 2005
B.S., Psychology
John Hersey High School
MassMutual Financial Group January 2015 - Present
Centra Financial Group October 2013 - January 2015
New York Life Insurance Company October 2009 - October 2013
MetLife November 2001 - October 2009
Skills
Recruiting, Finance, Insurance, Leadership, Retirement Planning, Management, Investments, Sales, Financial Planning, Customer Service, Life Insurance, Disability Insurance, Marketing, Team Building
Education
Ramapo College of New Jersey 1996 — 2000
Business, Finance
MassMutual Financial Group January 2012 - Present
MassMutual Financial Group December 2008 - January 2012
MassMutual Financial Group April 2002 - December 2008
MassMutual Financial Group 2000 - 2002
MassMutual Financial Group 1997 - 2000
Digital Equipment Corporation 1992 - 1993
Digital Equipment Corporation 1987 - 1992
Skills
Cloud Computing, Enterprise Architecture, Vendor Management, Data Center, Disaster Recovery, Server Architecture, SDLC, IT Management, Virtualization, IT Strategy, Firewalls, Network Engineering, Network Architecture, Infrastructure Security, datacenter architecture, IT Infrastructure Design, Windows Server, Infrastructure, IT Service Management, Networking, ITIL, Storage, WAN, Strategy, High Availability, Enterprise Software, Wireless, Network Security, Business Continuity, System Deployment, VMware, Information Security, Cisco Technologies, Computer Security, Security
Education
Rensselaer Polytechnic Institute 1987 — 1991
B.S., Electrical Engineering
MassMutual Financial Group July 2014 - Present
MassMutual Financial Group 2014 - 2015
Cutick Analytics, LLC March 2009 - June 2014
Previous Professional Summary August 1982 - June 2014
The MITRE Corporation May 2004 - March 2009
Northrop Grumman 1999 - 2004
Secon, Inc. 1996 - 1998
Booz Allen Hamilton 1988 - 1992
USAF Joint Milstar Program Office 1985 - 1987
Skills
Telecommunications, Space Systems, Requirements Analysis, Systems Engineering, Enterprise Architecture, Agile, Healthcare IT, Enterprise Resource..., SAP, Software Project..., Supply Chain Management, Agile Methodologies, ERP, Healthcare Information..., SharePoint, Software Development, Cryptographic..., Computer Security, Program Management, Project Management, Leadership, Testing, Business Process, Enterprise Software, Business Analysis, System Architecture, Solution Architecture, MS Project, Strategy, Requirements Management, Architectures, PMO, Integration, Analysis
Education
Regis University 2012 — 2012
Certificate, Enterprise Resource Planning and SAP
University of Southern California 1984 — 1986
MS, Systems Management
Rutgers University-New Brunswick 1978 — 1981
BA, Psychology (Industrial and Social)
State University of New York College at Brockport 1977 — 1978
Susan Wagner HS 1973 — 1977
Fidelity Investments August 2013 - Present
MassMutual Financial Group March 2012 - July 2013
American Century Investments May 2010 - March 2012
Harte-Hanks Direct Marketing November 2007 - January 2009
Sprint Nextel September 1991 - April 2007
Education
Rockhurst University
Master of Business Administration (M.B.A.), Marketing Emphasis
Central Missouri State University
Bachelor of Science (B.S.), Business Administration
Matthews & Stephens Associates February 2011 - Present
William Raveis Real Estate October 2003 - Present
InSys Consulting Services, Inc October 2011 - September 2012
Windsor Police Cadets 2009 - 2012
MassMutual Financial Group May 2002 - September 2003
Zurich Financial Services March 2000 - November 2001
American Skandia June 1998 - March 2000
MassMutual International July 1996 - June 1998
Phoenix Life Insurance Company September 1990 - July 1996
United States Marine Corps Reserve, Plainville, CT February 1990 - April 1994
Skills
Business Analysis, Vendor Management, Process Improvement, Program Management, Financial Services, Strategic Planning, Project Management, Insurance, Team Building, SDLC, Business Development, Finance, Cross-functional Team..., CRM, Consulting, Recruiting, Management, Analysis, Salesforce.com, Business Intelligence, Training
Education
Rensselaer Polytechnic Institute at Hartford 1995 — 1999
MBA, Finance
Yale University 1984 — 1988
B.A, Spanish
University of Salamanca 1986 — 1986
International
Carestream September 2015 - Present
Roulston Investment Partners, Inc. September 2015 - Present
Rochester Institute of Technology May 2015 - Present
MassMutual Financial Group June 2015 - September 2015
Rochester Institute of Technology May 2014 - May 2015
Constantine Builders May 2014 - August 2014
The Cock 'n Bull December 2007 - November 2013
Skills
Microsoft Excel, PowerPoint, Teamwork, Corporate Finance, Microsoft Word, Microsoft Office, Accounting, Data Analysis, Economics, Time Management, Financial Accounting, Customer Service, Investments, Finance, Writing
Education
Rochester Institute of Technology
Bachelor of Science (BS), Finance
Burnt Hills - Ballston Lake High School 2007 — 2011
Geophysical Survey Systems, Inc. May 2014 - Present
MassMutual Financial Group May 2013 - April 2014
Shaw's Supermarkets September 2011 - April 2014
Skills
Inventory Management, Access, Leadership, Telephone Skills, Customer Satisfaction, Merchandising, Cashiering, Social Media, Sales, Team Leadership, Critical Thinking, Management, PowerPoint, Investments, Contract Negotiation, Budgets
Education
Rivier College 2010 — 2014
Bachelor of Science (B.S.), Finance
Starwood Hotels & Resorts Worldwide, Inc. September 2014 - Present
McHugh Consulting September 2000 - Present
State of Connecticut November 2012 - September 2014
MassMutual Financial Group September 2012 - December 2012
State of Connecticut – Department of IT January 2012 - August 2012
Affinion Group August 2011 - December 2011
CIGNA Healthcare February 2011 - August 2011
State of Connecticut January 2008 - December 2010
GE Money January 2007 - December 2007
ING, Inc January 2006 - December 2006
Skills
Program Management, Six Sigma, Infrastructure, Product Management, E-commerce, VMware, E-business, IAM, Project Portfolio..., SDLC, Vendor Management, IT Strategy, Enterprise Architecture, Business Analysis, Project Management, Cloud Computing, Private Cloud, Data Centre Architecture, PMO set-up, Project Planning, Strategy, ITIL, IT Service Management, Management, Start-ups, Integration, Data Center, IT Management, Management Consulting, Leadership, Business Intelligence, Security, Solution Architecture, CRM, Cross-functional Team..., Project Delivery
Education
University of New Haven 2000 — 2003
MBA, Executive MBA
Rochester Institute of Technology
BSEE, Electrical Engineering Technology
STAFFORD HIGH SCHOOL
Diploma, College Prep
University of New Haven
MBA, Marketing/Management
MassMutual Financial Group 2010 - Present
Skills
SOA, Architecture, Enterprise Architecture, Integration, TOGAF, ACORD, Enterprise Software, Requirements Gathering, Application Architecture, Java Enterprise Edition, SDLC, Web Services, IT Strategy, Vendor Management
Education
Rensselaer Polytechnic Institute at Hartford 1999 — 2005
University of Hartford 1988 — 1991
BS
Waterbury State Technical College 1986 — 1988
AS
MassMutual Financial Group January 2015 - Present
MassMutual Financial Group April 2014 - Present
MassMutual Financial Group March 2014 - Present
MassMutual Financial Group May 2006 - April 2015
MassMutual Financial Group December 2009 - December 2010
Honeywell November 2002 - May 2006
GE January 1999 - November 2002
Sara Lee, Greater China 1992 - 1998
Skills
Extensive International..., Project Management, Lean Six Sigma, IT Management, Six Sigma, Process Improvement, Business Process..., PMP, SDLC (Including SDLC..., Operations Management, Management Consulting, Integration, Change Management, Strategic Planning, Program Management, Vendor Management, Cross-functional Team..., Lean Manufacturing, Team Building, Continuous Improvement, Management, Team Leadership, Business Development, Leadership
Education
Rensselaer Polytechnic Institute 2007 — 2008
Master of Science, MS in Technology Managment
University of South Australia 1998 — 2001
MBA, MBA
MassMutual Financial Group August 2001 - Present
Friendly Ice Cream September 1987 - November 1999
United States Air Force 1983 - 1985
Skills
Product Owner, Agile Project Management, Certified Project..., Team Building, SDLC, PMP, Business Intelligence, Agile, Mentoring, Scrum, Agile Methodologies, Projects, Project Management
Education
Rensselaer Polytechnic Institute at Hartford 2001 — 2003
Masters, Information Systems Management
Western New England College 1994 — 2000
Bachelor, Finance
MassMutual Trust Company April 2013 - Present
MassMutual Trust Company July 2012 - Present
MassMutual Trust Company September 2010 - July 2012
MassMutual Financial Group September 2009 - September 2010
MassMutual December 2008 - September 2009
MassMutual May 2007 - September 2009
MassMutual March 2006 - May 2007
MassMutual July 2004 - March 2006
Skills
Insurance, Investments, Estate Planning, Project Portfolio..., Business Readiness, Change Management, New Business Development, Sales Support, Sales, Fixed Annuities, Series 6, Securities, Sales Operations, Mutual Funds, Retirement, Retirement Planning, Financial Planning, Financial Services, Wealth Management
Education
Rensselaer Polytechnic Institute at Hartford 2005 — 2007
Masters, Management
Cannon Trust School 2010 — 2012
Accredited Fiduciary Investment Manager (AFIM)
Cannon Trust School 2010 — 2012
Certified Trust & Financial Advisor (CTFA)
Westfield State University 2001 — 2004
Bachelors, Management & Marketing
Springfield Technical Community College 1999 — 2001
Associates, Marketing
MassMutual Financial Group October 1996 - Present
Education
Regis University 2003 — 2007
Agawam Public Schools August 2012 - Present
Pratt & Whitney 2006 - 2013
Granby Public Schools August 2011 - November 2011
MassMutual Financial Group 1999 - 2006
Skills
Process Improvement, Leadership, Coaching, Budgets, Six Sigma, Program Management, Visio, Continuous Improvement, Cross-functional Team..., Project Management, Business Analysis
Education
Rensselaer Polytechnic Institute at Hartford 2005 — 2010
M.S., Operations Management
Western New England College 1997 — 2001
B.S.B.A., Computer Information Systems
MassMutual Financial Group October 2010 - Present
Saybrus Partners January 2010 - November 2010
Phoenix Life Insurance Company February 2005 - December 2009
Liberty Mutual 2004 - 2005
AXA Distributors 2000 - 2004
Vanguard Group 1998 - 2000
Skills
Life Insurance, Estate Planning, Retirement, Insurance, Wealth, Financial Advisory, Investments, Fixed Annuities, Retirement Planning, Long-term Care, Series 63, Series 6, 401k, Series 7
Education
Radford University 1993 — 1997
BS, Economics / Finace
Radford University - College of Business and Economics 1993 — 1997
Bachelor of Science (BS), Economics / Finance
New Directions April 2015 - Present
Horton International April 2015 - Present
Leading Edge Consulting Group February 2015 - Present
Sun Life Financial May 2011 - March 2015
Prudential May 2008 - December 2010
Prudential Retirement August 2007 - May 2008
MassMutual Financial Group 2004 - 2007
MassMutual Financial Group 2000 - 2004
University of Connecticut Health Center 1998 - 2000
Kaiser Permanente 1990 - 1998
Skills
Operations Leadership, Strategic Planning, Operations Management, Insurance, Change Management, Retirement, Fixed Annuities, Mutual Funds, 401k, Series 7, Team Building, Succession Planning, Performance Management, Executive Management, Investments, Call Center, Strategy, Call Centers, Employee Relations, Management, Health Insurance, Leadership, Program Management
Education
Rensselaer Polytechnic Institute at Hartford 1990 — 1992
Executive M.S., Management
Virginia State University
BS, Accounting
college of executive coaching
college of executive coaching
MassMutual Retirement Services 2008 - 2015
MassMutual Financial Group 2006 - 2007
MassMutual Financial Group 2005 - 2006
Lang/Durham Advertising 2002 - 2004
van Schouwen Associates, LLC 1999 - 2002
Reilly Advertising & Design 1994 - 1999
Shaw Associates Advertising 1991 - 1994
Skills
Marketing, Marketing Communications, Public Relations, Strategic Communications, Strategic Planning, Marketing Strategy, Corporate Communications, Advertising, Social Media Marketing, Integrated Marketing, Social Media, Digital Marketing, Direct Marketing, Email Marketing, Strategy, Corporate Branding, Account Management, B2B Marketing Strategy, Public Speaking, Internal Communications, Financial Services, Copywriting, B2B Marketing, Leadership, Media Relations, Digital Copywriting, Press Releases, Healthcare Industry, Recognition Awards, B2C Marketing, Business Networking, Feature Articles, Branding & Identity, Creative Campaign..., Customer Service, Content Strategy, Marketing Research, Project Management, Soft Skills, Sales Strategy, Business Development, Management, Strategic Leadership, Finance Industry, Budget Management, Sales, MS Office, Adobe Creative Suite, Branded Content, Data Analysis
Education
Rhode Island School of Design
Appraisal Studies -- Antiques & Decorative Arts
School of Visual Arts
Springfield Technical Community College
University of Connecticut Health Center November 2009 - Present
MassMutual Financial Group March 2008 - October 2009
St Francis Hospital April 2000 - February 2008
Hospital of Saint Raphael June 1989 - March 2000
NCR Corporation August 1988 - June 1989
Connecticut Mutual Life Insurance Co September 1986 - August 1988
Connecticut On-Line Computer Center April 1985 - September 1986
Society for Savings January 1980 - March 1985
Skills
Visio, Project Management, Healthcare Information..., SDLC, Process Improvement, Business Analysis, HIPAA, Software Documentation, MS Project, Management, Leadership, Healthcare, Training
Education
Rensselaer Polytechnic Institute at Hartford
MBA
University of Hartford 1980 — 1984
BA, Social Systems and Policy
Plainville High School 1976 — 1979
College Course of Study
Symmetry Partners September 2009 - Present
Phoenix 2007 - Present
MassMutual Financial Group 2005 - 2007
CIGNA 1995 - 1997
Education
Rensselaer Polytechnic Institute at Hartford 1992 — 1994
M.S., Health Care Management
Southern Connecticut State University
Elizabethtown Water Company 2001 - 2006
Summit Bank 1997 - 2001
JPMorgan Chase 1976 - 1995
MassMutual Financial Group 1973 - 1976
Education
University at Albany, SUNY 1971 — 1973
MBA, Business - Finance
Rensselaer Polytechnic Institute 1963 — 1968
BS, Engineering
Voya Financial March 2015 - Present
Legacy Advisors March 2010 - February 2015
MassMutual Financial Group July 2006 - February 2010
Education
Pennsylvania State University-Great Valley Graduate Center 2011 — 2015
Randolph-Macon College 2001 — 2005
ABCO Subsea. May 2012 - Present
ABCO Products, Inc January 2010 - Present
ABCO Subsea Associates July 2007 - Present
MassMutual Financial Group 2004 - 2009
Skills
Onboarding, Applicant Tracking..., Talent Management, Benchmarking, Talent Acquisition, Employee Relations, Payroll, Employee Benefits, Recruiting, Technical Recruiting, Human Resources, HRIS, Performance Management, Management, Benefits Administration, Workforce Planning, Hiring, College Recruiting, Strategic Planning, HR Policies, Deferred Compensation, New Hire Orientations, Policy
Education
University of Houston 2007 — 2009
MBA, Human Resources, Energy Focus
Texas A&M University 2001 — 2005
Post Oak M.
Rice University
PHR Certification
MassMutual Financial Group June 2010 - Present
Robert Morris University August 2008 - May 2010
Babson Capital Management May 2009 - July 2009
PTC Alliance May 2008 - May 2009
Seven Oaks Country Club June 2004 - August 2007
Skills
Actuarial Science, ALM, Leadership, Microsoft Excel, Visual Basic, Microsoft Word, Enterprise Risk..., Life Insurance, Financial Analysis, Strategic Planning, Investments, Program Management, Customer Service, Programming, QRM
Education
Robert Morris University 2007 — 2010
Bachelor of Science, Actuarial Science
Wealth Dynamics Advisory, LLC April 2005 - Present
Resource Management Corporation February 1976 - March 2014
MassMutual Financial Group September 2009 - January 2013
Skills
Fixed Annuities, Life Insurance, Insurance, Disability Insurance, Term Life Insurance, Retirement, Wealth Management, Wealth, Strategic Financial..., Small Business, Financial Advisory, Wealth Management..., Finance, Financial Services, Estate Planning, Financial Planning
Education
Rice University 1963 — 1967
B.A., Economics
Travelport February 2015 - Present
Home Instead Senior Care October 2014 - January 2015
Corridor Ventures July 2014 - January 2015
Self Employed 2013 - January 2015
Next Right Thing March 2014 - December 2014
Business Risk Partners March 2009 - June 2013
The Hartford March 1998 - October 2007
Aetna October 1992 - October 1997
MassMutual Financial Group 1982 - 1990
Skills
Needs Analysis, Facilitations, instructional d, Performance Improvement, Process Improvement..., Technical Writing, Human Factors Analysis, Coaching, Train the Trainer, Change Management, National Sales Training, Public Speaking, Training Delivery, Facilitators, Program Management, Captivate, Instructional Design, Learning Management..., Process Improvement, Staff Development, Training, Workshop Facilitation
Education
Rensselaer Polytechnic Institute at Hartford
Master of Science (MS), Human Factors
The University of Connecticut
Bachelor of Arts (B.A.), History
R&F Financial Group January 2014 - Present
MassMutual Financial Group October 2009 - Present
Office Source Inc July 2008 - August 2009
Clarion Mortgage Capital August 2005 - December 2008
ArchCity Mortgage Group 2005 - 2008
Mainline Mortgage Corp 2002 - 2005
Skills
Disability Insurance, Long Term Care Insurance, Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Investments, Variable Annuities, College Savings Plans, Qualified Retirement..., Traditional IRA, Roth IRA, Business Planning, Executive Benefit..., Buy-sell Agreements
Education
Webster University 1993 — 1995
BA, Accounting
Rollins College 1988 — 1992
BA, Economics
Christian Brothers College High School
MML Investor Services, LLC March 2013 - Present
The Financial Group of Virginia, Inc. May 2005 - Present
MassMutual Financial Group December 1999 - February 2013
GE Life & Annuity May 1999 - December 1999
Skills
Retirement, Insurance, Employee Benefits, Securities, Fixed Annuities, Life Insurance, Strategic Financial..., Retirement Planning, Financial Analysis, Disability Insurance, 401k, IRAs, Risk Management, Mutual Funds, Wealth Management, Long-term Care, Variable Annuities, Term Life Insurance, Process Improvement, 401k Rollovers
Education
Randolph-Macon College 1995 — 1999
B.A., Business/Economics & Accounting
Circulation Specialists October 2006 - Present
Saxony Partners September 2013 - November 2014
MassMutual Financial Group December 2003 - March 2008
AMS Services Inc. September 2002 - November 2003
Integral Systems Inc. July 1996 - August 2002
Hemmings Motor News 1991 - 1996
Skills
Customer Acquisition, Email Marketing, Publications, Online Advertising, Marketing, Publishing, Lead Generation, Direct Marketing, Social Media Marketing, Direct Mail, Digital Marketing, Magazines, Database Marketing, Integrated Marketing, Newsletters
Education
Rensselaer Polytechnic Institute at Hartford 2005 — 2007
Masters, Technology Management
University of Vermont 1991 — 1995
B.S., Business
MJP Wealth Advisors May 2013 - Present
MassMutual Financial Group September 2012 - May 2013
Voya Financial June 2012 - September 2012
Voya Financial November 2010 - June 2012
Kelly Services October 2009 - November 2010
Robert Half Finance & Accounting March 2009 - May 2009
The Hartford July 2007 - January 2009
Pro-Act Biotech 2006 - 2007
Skills
Retirement, Investments, Outlook, Customer Service, Retirement Planning, Microsoft Office, Salesforce.com, Lotus Notes, Microsoft Excel, Customer Satisfaction, Organizational..., Team Building, Microsoft Word, Financial Analysis, Teamwork, Underwriting, Visual Basic, Team Leadership, Accounting, OMNI, Retirement Savings, Report Development, Time Management, Retirement Plans, RMDS, Retirement Plan..., Multi Tasking, Business Development, Data Analysis, Project Management
Education
Roger Williams University 2003 — 2007
Bachelor of Science, Business Management
William H. Hall High School
MassMutual Financial Group March 1998 - Present
AXA/Equitable December 1991 - March 1998
Midlantic National Bank December 1988 - December 1991
JPMorgan Chase (formerly Chemical Bank) February 1982 - December 1988
Courier News (Gannett) January 1979 - February 1982
Skills
Internal Communications, Public Relations, Communication Training, Financial Services, Investor Relations, Crisis Communications, Thought Leadership, Strategic Communications, Corporate Communications, Communications Planning, Media Relations, Relationship Management, Speech Writing, Messaging, Insurance
Education
Rutgers University-New Brunswick 1977 — 1979
BA, Journalism/ Pol. Sci.
MassMutual Financial Group April 2015 - Present
QuEST Global April 2014 - April 2015
The Dennis Group April 2011 - March 2014
NewPage Corporation August 2009 - January 2011
Skills
Engineering, Process Engineering, Chemical Engineering, Process Improvement, P&ID, Piping, Process Control, Root Cause Analysis, Process Simulation, AutoCAD
Education
Rensselaer Polytechnic Institute 2005 — 2009
BS, Chemical Engineering
MassMutual Financial Group December 1979 - Present
Skills
Insurance, Retirement, Annuities, Financial Modeling, Financial Reporting, Fixed Annuities, Financial Analysis, Valuation, Life Insurance, Risk Management, Variable Annuities, Financial Services, Actuarial Science, Mutual Funds, Financial Risk, Retirement Planning, Investments, Securities, ALM, Reinsurance, MoSes
Education
Rensselaer Polytechnic Institute 1976 — 1980
B Sc, Mathematics
Cathedral HS 1972 — 1976
New York Life Insurance Company May 2015 - Present
Real Estate Investor/General Contractor January 2000 - Present
MassMutual Financial Group September 2013 - April 2015
JPMorgan Chase 2011 - August 2013
David Lerner Associates, inc. 2008 - 2010
Pyramid Management Group 2006 - 2009
Skills
Retirement Planning, Series 7, Series 63, Life Insurance, Management, Investments, Financial Services, Retirement, Insurance, Finance, Securities, Financial Planning, Mutual Funds, Fixed Annuities, Leadership, Wealth Management, Portfolio Management
Education
Ramapo College of New Jersey 1995 — 1999
Mahwah High School
Aflac July 2012 - Present
Aflac January 2004 - July 2012
CIGNA January 1998 - November 2003
MassMutual Financial Group June 1987 - July 1996
Skills
Erwin, Application Architecture, Data Modeling, Application Development, SDLC, ETL, Data Warehousing, SSAS, OOAD, SSIS, Database Design, Visio, .NET, SQL, SQL Server, Business Objects, Business Intelligence, Insurance, Requirements Analysis, Databases, Data Warehouse..., Microsoft SQL Server, Analysis Services, DB2, Software Development
Education
Rensselaer Polytechnic Institute 1983 — 1987
BS, Computer Science
MassMutual Financial Group December 2009 - Present
Skills
Financial Services, Management
Education
Western New England University 1990 — 1992
Master of Business Administration (MBA)
Rensselaer Polytechnic Institute 1983 — 1987
Bachelor of Science (BS), Mathematics
East Longmeadow High School 1979 — 1983
Sedgwick CMS September 2012 - Present
The Hartford December 2010 - August 2012
TEKsystems December 2010 - August 2012
Mass Mutual November 2008 - July 2010
PS Partner Solutions November 2008 - July 2010
MassMutual Financial Group 2009 - 2010
Berkshire Life 1997 - 2008
Skills
Risk & Issues Management, ADLC, Project Management, Software Project..., Business Process..., Best Practices, Human Resource Planning, Vendor Management, Project Budget..., SDLC, Strategy, Management, Project Planning, PMO, Software Documentation, Project Portfolio..., Enterprise Architecture, Program Management, Insurance, Information Technology, PMP, Business Process
Education
University of Massachusetts, Amherst 2007 — 2008
MBA - in progress, Information Technology Project Management
Rider University 1981 — 1985
Bachelor of Science (B.S.), Computer Science
MassMutual Financial Group January 2013 - Present
The Hartford November 2012 - December 2012
The Hartford January 2012 - October 2012
The Hartford January 2010 - December 2011
The Hartford January 2008 - December 2009
Skills
Series 6, Series 63, Mutual Funds, 401k, Defined Benefit, Retirement, Licensed Life Insurance..., ERISA, Pensions, Defined Contribution
Education
Roger Williams University 2003 — 2007
Bachelor of Arts (B.A.), Communications
MassMutual Financial Group June 2015 - Present
United Technologies - Corporate Headquaters June 2013 - May 2015
United Technologies - Otis Elevator Company August 2000 - June 2012
United Technologies - Otis Elevator Company January 2000 - June 2012
United Technologies - Otis Elevator Company January 2006 - May 2012
United Technologies - Otis Elevator Company January 2004 - May 2012
United Technologies - Otis Elevator Company January 2006 - January 2010
United Technologies - Otis Elevator Company August 1988 - January 2000
Skills
Project Management, Software Documentation, Disaster Recovery, Project Planning, MS Project, Visio, Quality Center, Business Analyst, PDMLink, TeamCenter Enterprise, HP Quality Center, Improving Customer..., Achieving Competitive..., Word, Excel,..., Databases (Oracle, SQL), Clarity
Education
Rensselaer Polytechnic Institute at Hartford 1996 — 1998
Master of Science Degree in Computer Science with a certificate in Database Systems, Computer Science
University of Maryland Baltimore County 1984 — 1988
Bachelor of Science (B.S.), Computer Science
New York Life Insurance Company September 2013 - Present
Actuarial Resources Corporation August 2005 - August 2013
MassMutual Financial Group September 2002 - January 2005
Skills
Prophet, Solvency II, Fixed Annuities, Actuarial Science, ALM, Actuarial Consulting, Actuaries, Disability Insurance, Long-term Care, Life Insurance
Education
Rensselaer Polytechnic Institute 1998 — 2002
BS, Applied Mathematics
MassMutual Financial Group 2007 - Present
Education
Robert Morris University 1984 — 1988
Bachelor of Business Administration (BBA)
Aetna December 2014 - Present
BNY Mellon Wealth Management July 2013 - December 2014
MassMutual Financial Group August 2011 - July 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word
Education
The University of Connecticut School of Business 2014 — 2017
Master of Business Administration (MBA), Finance
Roger Williams University 2007 — 2011
Bachelor of Science (BS), Finance, General
MassMutual Financial Group September 2013 - Present
PwC 1998 - 2002
Skills
Portfolio Management, Project Management, Change Management, Strategic Planning, Management, Relationship Management, Business Analysis, SDLC, Financial Services, Insurance, Process Improvement, Requirements Gathering, Visio
Education
Rensselaer Polytechnic Institute at Hartford
Master of Business Administration (MBA), Management
Trinity College-Hartford
Bachelor of Arts (B.A.), Economics and Political Science
Wethersfield High School
MassMutual Financial Group January 2014 - Present
TeleTech January 2012 - December 2013
Cox Communications June 2006 - November 2011
Univar January 2001 - May 2006
Education
Rio Salado College