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
Enterprise Holdings August 2014 - Present
MassMutual Financial Group October 2012 - August 2014
Transamerica March 2000 - January 2011
Safelite AutoGlass December 1994 - March 1997
Skills
Accounting, Bookkeeping, QuickBooks, Account Reconciliation, General Ledger, Accounts Payable, Financial Reporting, Accounts Receivable, Tax, Tax Preparation, Journal Entries, Financial Accounting, Payroll, Income Tax, Sales Tax, Tax Returns, Auditing, Financial Statements, Fixed Assets, GAAP, Bank Reconciliation, Invoicing, Peachtree, Balance
Education
Tarrant County College 1993 — 1995
Keller High School 1988 — 1992
Chernoff Diamond 2013 - Present
Cook Maran & Associates December 2009 - June 2013
MassMutual Financial Group 2009 - 2009
Skills
Insurance, Workers Compensation, Commercial Insurance, Risk Management, Underwriting, Property & Casualty..., Liability, Legal Liability, Umbrella Insurance, Employment Practices..., Financial Risk, Professional Liability, Sales, Brokers, Financial Services, Life Insurance, Disability Insurance, Casualty, Account Management, General Insurance, Business Development, D&O, Excess, Licensed Property &..., Claims Management, Whole Life, Negotiation, Health Insurance, Strategic Planning, Commercial Lines, Claim, Reinsurance, Homeowners, Directors & Officers..., New Business Development, Relationship Management, Loss Control, Loss Prevention, Risk Analysis, Economics, Microeconomics, Risk Assessment, Connecting People, B2B, Cyber-security, Hacking, cyber insurance, Casualty Insurance
Education
State University of New York College at Oneonta 2005 — 2009
bs, Business Economics Major Business Communication Minor
MassMutual Financial Group May 2014 - Present
MassMutual Financial Group October 2010 - May 2014
First Mercantile September 2007 - October 2010
SunTrust Bank September 2005 - September 2007
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Relationship Management, 401k, Banking, Credit, Wealth Management, Risk Management, Financial Services, Financial Analysis, Pensions, Process Improvement, Insurance, Strategic Planning, Microsoft Excel, Asset Allocation, Employee Benefits, Microsoft Office, Customer Service, Access, Project Management, Team Leadership, PowerPoint, Business Analysis
Education
Strayer University-Tennessee 2011 — 2013
Master of Science, Human Resource Management, 3.8
University of Phoenix 2009 — 2010
Master of Business Administration (MBA), Accounting, 3.7
The University of Memphis 2002 — 2007
Bachelor of Business Administration (BBA), Accounting
MassMutual Financial Group April 2001 - Present
PwC Kwasha HR Solutions July 1998 - January 2001
The 401(k) Company October 1997 - June 1998
FIC Insurance Group April 1992 - October 1997
Skills
Series 63, Mutual Funds, Series 6, Retirement Planning, Retirement, FINRA, 401k, Pensions, Training, Employee Benefits
Education
Southwest Texas State University 1993 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Texas A&M University 1987 — 1990
Elementary Education and Teaching
Turnkey Specialists, Inc. (TSI) May 2015 - Present
ALS Oil & Gas October 2013 - February 2015
Lewis Energy Group July 2011 - September 2013
Lewis Energy Group November 2010 - July 2011
MassMutual Financial Group April 2007 - November 2010
Skills
Business Development, Midstream Oil & Gas, Compressor Stations, Gas Processing, Upstream Oil & Gas, Field Geology, Advanced Geosciences, Drilling and Exploration, Annular Hydraulics, Surface Logging, Business Finance, Microsoft Excel, Writing
Education
Stephen F. Austin State University 2001 — 2006
B.A., Finance
Isagenix July 2011 - Present
Wells Fargo Advisors September 2012 - February 2013
Morgan Stanley February 2010 - January 2012
Entrepreneur January 2006 - January 2010
MassMutual Financial Group January 2002 - December 2005
MetLife August 1998 - December 2001
Security First Group January 1994 - January 1999
Skills
Coaching, Leadership, Public Speaking, Entrepreneurship, Training, Marketing Strategy, International Business, Relationship Marketing, Human Nutrition, Investments, Strategic Financial..., Business Development, Small Business, Insurance, Social Networking, Retirement Planning, Financial Services, Finance
Education
Texas Christian University 1978 — 1981
Bachelor of Fine Arts (BFA), Theater
University of Missouri-Kansas City Henry W. Bloch School of Management
Certificate In Financial Planning
M&T Bank June 2014 - Present
MassMutual Financial Group July 2013 - June 2014
MassMututal Central New York July 2013 - June 2014
Aramark Uniform Services October 2009 - April 2011
Skills
Long Term Care Insurance, Term Life Insurance, Whole Life, Disability Insurance, Fixed Annuities, Life Insurance, Employee Benefits, Mortgage Lending, Loans
Education
SUNY Oswego 2007 — 2013
Bachelor of Business Administration (B.B.A.)
Jordan-Elbridge High School 1999 — 2003
MassMutual Financial Group June 2012 - Present
MassMutual Greater Long Island 2012 - Present
Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, 401k, Disability Insurance, IRAs, Long-term Care, Mutual Funds, Term Life Insurance, Long Term Care Insurance, College Savings Plans, Whole Life, Wealth Management, Insurance, Estate Planning, Securities
Education
State University of New York at Stony Brook
Bachelor of Arts (BA), Economics
J.A.M. Consulting January 1998 - Present
Columbia Sportswear 2013 - 2014
Avaya 2011 - 2014
Marchon Eyewear March 2009 - April 2011
Janus Capital Group March 2008 - April 2009
NMHG 2008 - 2008
McCormick September 2007 - November 2007
Computer Associates 2007 - 2007
MassMutual Financial Group 2006 - 2006
Sharp Electronics 2004 - 2005
Skills
SAP BW, SAP Basis, SAP ERP, SAP Netweaver, SAP R/3, SAP Portal, Performance Tuning, ECC, ABAP, SAP XI, SAP, IDOC, Enterprise Portals, Data Migration, SRM, SAP Architecture, Business Intelligence, ERP, Integration, Business Process, SAP Implementation, Consulting, IT Strategy, Management, Enterprise Software, Databases, Disaster Recovery, Requirements Analysis, Business Analysis, Oracle, Business Process..., Unix, CRM, IBM AIX
Education
Swarthmore College 1990 — 1994
BA, Economics, Political Science, Computer Science
University of California, Santa Cruz 1991 — 1992
Belen 1984 — 1990
High School Diploma, High School/Secondary Diplomas and Certificates
Credit Suisse June 2015 - Present
MassMutual Financial Group May 2014 - September 2014
SUNY Geneseo Department of Residence Life August 2013 - May 2014
SUNY Geneseo August 2013 - May 2014
Padcare Inc. May 2013 - September 2013
Skills
Management, Economics, Time Management, Microsoft Office, Microsoft Excel, Financial Analysis, Project Management, Organizational..., Sales, PowerPoint, Public Speaking, Organizational..., Budget Monitoring, Event Management, Budgets, Data Analysis
Education
State University of New York College at Geneseo 2011 — 2015
Bachelor of Arts (B.A.), Economics
MassMutual Financial Group August 2014 - Present
New York Life Insurance Company September 2012 - August 2014
New England Financial October 2011 - September 2012
M & T Investment Group September 2008 - October 2011
Mohawk Valley Financial Group an office of MetLife December 2005 - August 2008
Skills
Recruiting, College Recruiting, Financial Recruiting, Hands- on Leader, Interviewing, Training, Communication, Multi-tasking Skills, Time Management, Thought Leadership, Fixed Annuities, Insurance, Interviews, Leadership, Life Insurance, Long-term Care, Mutual Funds, Retirement, Retirement Planning, Series 6, Series 63, Series 7, Strategic Financial..., Wealth Accumulation, Financial Advisory, Finance, Financial Planning, Investments, Sales
Education
Utica College of Syracuse University 2002 — 2003
Government and Politics, Government and Politics
Herkimer County Community College 2000 — 2002
Criminal Justice/Pre-Law, Pre-Law/Criminal Justice
State University of New York College at Brockport 1999 — 2000
Accenture November 2014 - Present
Accenture July 2013 - November 2014
Moskowitz Jacobs Inc. November 2012 - May 2013
The ExecuSearch Group June 2012 - September 2012
MassMutual Financial Group May 2011 - August 2011
First Investors Corporation May 2011 - August 2011
Skills
Financial Analysis, Business Analysis, Finance, Data Analysis, Managerial Finance, Business, Microsoft Excel, PowerPoint, Banking, Time Management, Facebook, Marketing, Marketing Analytics, Market Research, Customer Service, Advertising, Microsoft Office, Microsoft Word, New Business Development, Social Networking, Marketing Research, Social Media Marketing, Competitive Analysis, Research, Analytics, Management, Leadership
Education
State University of New York College at Geneseo 2007 — 2012
Bachelor of Science (B.S.), Business Administration
Hudson Valley Hospital 2006 — 2007
Hendrick Hudson High School 2003 — 2007
New York Life Insurance Company Client Relationship ManagerMassMutual Financial GroupMay 2011 - April 2013
Mercury Financial Group December 2008 - April 2011
MassMutual Financial Group May 2006 - October 2008
Skills
Health Insurance, Life Insurance, Long-term Care, Disability Insurance, Customer Service
Education
Kaufman High School
Stephen F. Austin State University
Evolution1 2004 - Present
MassMutual Financial Group May 2003 - April 2004
CIGNA Healthcare 1998 - 2002
CIGNA Healthcare 1997 - 1998
CIGNA Healthcare 1993 - 1997
Skills
Healthcare, Sales, Training, Insurance, Management, Human Resources, Call Centers, Strategy, Account Management, Benefits Administration, Health Savings Accounts, Coaching, Customer Service, Employee Benefits, Start-ups, Strategic Planning, Marketing, Selling, Health Insurance, Salesforce.com, Product Management
Education
State University of New York College at Oneonta 1988 — 1991
BS, Speech Communications, Mass Communication
Morris Central School
Regents, College Prep
Circuit of The Americas - CoTA November 2012 - Present
MassMutual Financial Group March 2012 - Present
PJ Trailers April 2007 - September 2011
Harper Corporate Services October 2003 - April 2007
IBM 1998 - 2001
Skills
Process Improvement, Project Management, Strategic Planning, Business Process..., Operations Management, Strategic Financial..., Financial Analysis, Business Analysis, Finance, Risk Management, Insurance, Cross-functional Team..., New Business Development, Financial Modeling, Sales Management, Team Leadership, Management, Six Sigma, Data Analysis, Analysis, Procurement, Negotiation, Budgets, Manufacturing, Pricing, Strategy, Logistics, Leadership, Sales, Human Resources, Competitive Analysis, Vendor Management
Education
Texas A&M University-Commerce 2005 — 2007
BS, Mathematics
The University of Texas at Austin 1998 — 2002
Electrical Engineering
MassMutual Financial Group January 2015 - Present
Chili's March 2013 - January 2015
Applebee's July 2012 - March 2013
Whataburger December 2011 - July 2012
Arby's Restaurant Group June 2006 - December 2011
Skills
People Skills, Interpersonal Skill, Multi Tasking, Leadership, Leadership Development, Project Management, Situational Leadership, Team Building, Team Leadership, Team Management, Friendliness, Friendly Personality, Computers, Inventory Management, Loss Prevention, Outstanding verbal, Written Communication, Communication, Customer Service, Restaurants, Restaurant Management, Hiring, Training
Education
University of North Texas 2010 — 2016
Tarrant County College 2007 — 2008
MassMutual Financial Group June 2015 - Present
Aetna October 2014 - June 2015
Aetna June 2014 - October 2014
Trinity College - Hartford July 2013 - June 2014
University of Connecticut August 2008 - August 2013
University of Connecticut August 2008 - July 2013
University of Connecticut May 2012 - August 2012
Skills
R, Matlab, Applied Mathematics, People Skills, Statistical Modeling, Applied Probability, Public Speaking, Stochastic Calculus, Pure Mathematics, Self-driven, Stochastic Differential..., Research, Microsoft Excel, Stochastic Modeling, Microsoft Office, Mathematics Education, Teamwork, Interpersonal Skill, Learning Quickly, Always Punctual, Statistics, LaTeX, PHP, MySQL, Basketball Coaching, Machine Learning, Modeling, Programming, Simulations, Monte Carlo Simulation, Calculus
Education
The University of Connecticut 2010 — 2013
Doctor of Philosophy (PhD), Mathematics, 4.00
The University of Connecticut 2008 — 2010
Master's degree, Mathematics, 3.91
SUNY Potsdam 2002 — 2006
Bachelor of Arts (B.A.), Mathematics, 3.76
UnitedHealth Group May 2012 - Present
OptumHealth Bank August 2006 - May 2012
MassMutual Financial Group 2003 - 2006
Skills
Process Improvement, Microsoft Office, Leadership, Microsoft Excel, PowerPoint, Training, Microsoft Word, Sales, Customer Service, Project Management, Business Analysis, Business Process..., Employee Benefits, Health Insurance, Insurance, Vendor Management
Education
University of Rhode Island 1996 — 2000
Bachelor of Science (B.S.), Fashion/Apparel Design
Stephens College 1995 — 1996
Fashion/Apparel Design
MassMutual Financial Group September 2013 - Present
Highland Capital Brokerage May 2003 - September 2013
Select Financial Group of NY, Inc. April 1994 - April 2003
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Universal Life, Long-term Care, Term Life Insurance, Whole Life, Underwriting, Long Term Care Insurance, Series 7
Education
Syracuse University 1979 — 1983
B.A., Psychology
Independent Broker Dealer February 2014 - Present
Alliance Advisory Group June 2012 - February 2014
MassMutual Financial Group December 2009 - May 2012
Citi April 2009 - August 2009
Legg Mason & CO., LLC October 2006 - December 2008
Adecco Group June 2005 - July 2006
Paychex December 2003 - May 2005
Skills
Retirement Planning, Financial Services, Fixed Annuities, Life Insurance, Strategic Financial..., Securities, Disability Insurance, Employee Benefits, Variable Annuities, Income Protection, 401k Rollovers, College Education..., Asset Protection, Roth IRA, Traditional IRA, Holistic Financial..., Trading
Education
State University of New York College at Oswego 1998 — 2003
Bachelors of Science, Business Administration, Economics
Webster High School 1994 — 1998
Regents Diploma
Nokia 2011 - 2011
MassMutual Financial Group 2010 - 2010
Pfizer 2005 - 2010
Skills
Business Continuity, Business Process..., CISSP, Compliance, Cross-functional Team..., Disaster Recovery, Governance, IT Audit, IT Strategy, Information Security, Information Security..., Process Improvement, Program Management, Project Management, Risk Assessment, Risk Management, SDLC, Sarbanes-Oxley Act, Security, Security Management, Vendor Management
Education
Temple University
MS
The Lewis Group January 2010 - Present
MassMutual Financial Group June 1995 - December 2009
Judson High School September 1986 - May 1994
Skills
Retirement Planning, Insurance, Retirement, Small Business, Estate Planning, Investments, Leadership, Employee Benefits, Financial Services, Time Management, 401k, Finance, Financial Analysis, Disability Insurance, Mutual Funds, Long Term Care Insurance, IRAs, Series 6, Investment Strategies, Underwriting, Fixed Annuities, Team Building, Training, Management, Networking, Long-term Care, Wealth Management, Life Insurance, Wealth Management..., Asset Allocation, Whole Life, Financial Education
Education
Texas A&M University 1980 — 1986
BS, Education, Texas A&M
Peachtree Planning Corporation September 2009 - December 2013
Legacy Academy Suwanee October 2003 - March 2011
MassMutual Financial Group April 1991 - September 2009
Skills
Disability Insurance, Retirement Planning, Long-term Care, Strategic Financial..., Life Insurance, Investments, Estate Planning, Employee Benefits, Financial Planners, Health Insurance, Financial Advisory, Investment Advisory, Whole Life, Business, Fixed Annuities, Loans, Financial Services, Relationship Management, Insurance, Leadership, Underwriting, Wealth Accumulation, Asset Allocation, Mortgage Lending, Investment Strategies, Financial Risk, Term Life Insurance, Business Planning, Pensions, Asset Management, Retirement, Finance, Risk Management, Wealth Management, Securities, Credit, Financial Analysis, Portfolio Management, Small Business, Series 63, Umbrella Insurance, IRAs, Wealth, Real Estate, 401k, Mutual Funds, Sales
Education
Tennessee Technological University 1976 — 1982
BS, Agricultural Business
University of Tennessee-Knoxville
MassMutual Financial Group June 2014 - Present
Skills
Mentoring
Education
State University of New York Empire State College 2007 — 2012
Bachelor of Science (BS), Business/Managerial Economics, Consentration Finance
National Life Group May 2013 - Present
MassMutual Financial Group May 2009 - May 2013
Northwestern Mutual September 1997 - April 2009
Skills
Disability Insurance, Life Insurance, Fixed Annuities, Insurance
Education
Stony Brook University
MassMutual Financial Group September 2014 - Present
Springfield College September 2013 - Present
MassMutual Financial Group August 2013 - September 2014
Robert Half International November 2012 - July 2013
Dancing Crow Yoga January 2012 - January 2013
Elite Dance Center September 2011 - May 2012
Stonehill College September 2011 - May 2012
Broadway Dance Center September 2010 - December 2010
Contrapose Dance Company January 2010 - May 2010
Skills
Administrative..., SharePoint, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Facebook, Public Relations, Social Media, Event Planning, Fundraising, Blogging, Public Speaking, Spanish, Editing, Research, Creative Writing, Event Management, Photoshop, Social Networking
Education
Stonehill College 2008 — 2012
Bachelor of Arts, Dance and Business
All Saints Catholic School September 2015 - Present
Machias Savings Bank April 2015 - August 2015
Bangor Daily News August 2014 - April 2015
Bangor Daily News July 2013 - August 2014
Bangor Daily News January 2013 - July 2013
Townsquare Media February 2012 - January 2013
MassMutual Financial Group September 2010 - March 2012
JHL Publishing April 2010 - September 2010
Beasley Broadcast Group July 2009 - April 2010
Beasley Broadcast Group May 2008 - July 2009
Skills
Press Releases, Social Networking, Social Media, Advertising, Editing, Newsletters, Journalism, Video Editing, Broadcast, Marketing, Video, Radio, Social Media Marketing, Copywriting, Public Relations, Marketing Communications, Event Planning, Blogging, Facebook, Audience Analysis, Analytics, Audience Development, Event Management, Digital Media, New Media, Email Marketing, Television, Publications, Online Marketing, Web Content, Magazines, Copy Editing, Newspapers, Online Advertising, Publicity, Creative Writing, Advertising Sales, Digital Marketing, Digital Strategy, Corporate Branding, Publishing, Multimedia, Content Management, News Writing, Strategic Communications, SEO, WordPress, Media Planning, Web Content Management, Content Strategy
Education
Temple University 2007 — 2009
BS, Communications
NESCom 2005 — 2007
Bachelor of Science, Journalism
LPL Financial December 2014 - Present
NFP Advisor Services November 2008 - November 2014
National Financial Partners November 2008 - November 2014
MassMutual Financial Group July 2007 - October 2008
MassMutual Financial Group July 2006 - July 2007
MassMutual Financial Group June 2003 - May 2005
MassMutual Financial Group February 2002 - June 2003
MassMutual Financial Group January 1999 - December 2001
American Funds October 1995 - October 1997
Fidelity Investments November 1986 - May 1994
Skills
Series 24, Series 6, Securities, Compliance, Series 7, Annuities, Mutual Funds, Series 63, Financial Planning, Risk Management, Insurance, Investments, Series 53, Series 8, OSJ, Proofreading, Writing, Series 65, Licensed Life, Variable Annuities, Fixed Annuities, Term Life Insurance, IRAs, Trading, Financial Services, Life Insurance, Financial Advisory, Uniform Combined State..., Investment Advisory, Wealth Management, Retirement, Retirement Planning, Wealth, 401k Rollovers, Morningstar, Alternative Investments, Options, Relationship Management, Personal Financial..., Stocks, Long-term Care, Wealth Management..., Life, Savings, High Net Worth..., Licensed Life Insurance..., Wealth Accumulation, Asset Allocation, Equities
Education
Texas A&M University-Commerce 1982 — 1986
B.S., Home Economics, Emphasis in Fashion Merchandising & Retail Mgmt., Minor in General Business
MassMutual Financial Group March 2014 - Present
MultiFunding LLC March 2013 - March 2014
NFI Industries, Inc. August 2011 - February 2013
Advanta Corp. September 2004 - January 2011
Donna Broker Epstein, Esquire, P.C. January 2003 - September 2004
McCarter & English, LLP September 2001 - January 2003
Buchanan Ingersoll and Rooney P.C. May 1998 - September 2001
Sirlin, Lesser & Benson, PC November 1996 - May 1998
Blank Rome LLP September 1989 - November 1996
Skills
Corporate Real Estate, Strategic Planning, Tactical Planning, Administration, Project Planning, Property Management, Asset Management, Portfolio Management, Space Planning, Deal Structuring, Real Estate Investment, Real Estate Finance, Real Estate Development, Sustainability Strategy, Renewable Energy, Optimization, Operations Management, Program Management, Change Management, Innovation, Turnaround, Mergers, Legal Services, Due Diligence, Documentation, Policy Analysis, Risk, Compliance, Government Relations, Regulatory Requirements, Troubleshooting, Process Improvement, Contract Negotiation, Developing Client..., Forecasting, Budgeting, Purchasing, Strategic Sourcing, Vendor Management, Insurance, Cross-functional Team..., Team Building, Education, Teaching, Hospitality, Healthcare, Non-profits, Fundraising, Litigation, Marketing Strategy
Education
Temple University - James E. Beasley School of Law 1986 — 1989
Juris Doctor
University of Pennsylvania - Graduate School of Education
MS Education
University of Pennsylvania
B.A.
Philadelphia High School for Girls
MassMutual Financial Group February 2013 - Present
MassMutual Financial Group October 2007 - Present
Fidelity Investments 2005 - 2007
Putnam Investments 1993 - 2005
Skills
401k, Series 7, Series 63, Mutual Funds, Retirement, Asset Allocation, Securities, Retirement Planning, Defined Benefit, Series 6, FINRA
Education
Stonehill College 1991 — 2001
BSBA, Finance
RF Consulting Services LLC April 2013 - Present
Primerica January 2013 - Present
MassMutual Financial Group May 2009 - November 2011
New Vernon Securities Inc. January 2008 - December 2008
Muzinich & Co January 1992 - December 2007
Skills
Securities, Banking, Private Equity, Strategic Financial..., Derivatives, Capital Markets, Insurance, Due Diligence, Series 7, Financial Services, Financial Markets, Financial Risk, Bloomberg, Investment Management, AML
Education
State University of New York College at Buffalo
BA, Engineering, Mathematics, Philosophy
Center for Wealth Preservation / Mass Mutual October 2004 - Present
MassMutual Financial Group October 2004 - Present
Lincoln Financial Advisors January 2002 - October 2004
Cigna Financail Advisors 1987 - 1995
Education
State University of New York College at Potsdam 1978 — 1982
BA, Computer Science
Hauppauge High 1974 — 1978
American Red Cross December 2014 - Present
Newport Associates October 2013 - November 2014
Sound Manufacturing November 2012 - April 2013
MassMutual Financial Group April 2009 - November 2012
Northwestern Mutual February 2007 - March 2009
Hilliard Precision Products, LLC May 2003 - December 2006
FULFLEX INC 1989 - 1996
Schlegel Systems, Inc. 1986 - 1996
Skills
Long-term Care, Disability Insurance, Retirement Planning, Retirement, Insurance, Life Insurance, Estate Planning, Sales Operations, Sales, Manufacturing, Financial Services, Product Development, Marketing Strategy, Business Development, Customer Service, Team Building, Public Speaking, Sales Management, Management, Leadership, Marketing, New Business Development, Strategic Planning
Education
Syracuse University - Martin J. Whitman School of Management 1982 — 1985
MBA, Marketing/New Product Development
Syracuse University 1978 — 1982
BS, Biology
The Loomis Chaffee School 1975 — 1978
High School Diploma
Verplank Elementary School 1965 — 1971
Cigna August 2014 - Present
SS&C Technologies August 2012 - July 2014
MassMutual Financial Group June 2011 - August 2011
Bank of America June 2009 - January 2011
Franklin Trust Federal Credit Union August 2007 - June 2009
Skills
Time Management, Microsoft Excel, Social Networking, Customer Service, Credit, Loans, PowerPoint, Accounts Payable, Coaching, Financial Analysis, Research, Compliance, Anti Money Laundering, Data Analysis, Finance, Analysis, Management, Leadership, Public Speaking, Microsoft Office
Education
The University of Connecticut
Master of Business Administration (MBA)
Trinity College-Hartford 2008 — 2012
BA, Political Science
Stockholm University
Study Abroad
MassMutual Financial Group June 2008 - Present
Westfield State University May 2007 - June 2008
Discovery Communications February 2006 - December 2006
Rutherford County Schools August 2002 - May 2005
Davidson County Schools August 2001 - May 2002
Girl Scout Council of Cumberland Valley November 1998 - August 2001
HISD - Outdoor Education Center August 1996 - May 1998
Skills
Training, Instructional Design, Leadership, Project Management, E-Learning, Needs Analysis, Curriculum Design, Program Management, Workshop Facilitation, Leadership Development, Diversity Training, Performance Consulting, Curriculum Development, Educational Technology, Instructor-led Training, Training Delivery, Relationship Management, Grant Writing, Blended Learning, Employee Training, Team Building, Onboarding, Classroom, ADDIE, Learning Management..., Training Facilitation, Presentation Skills, Continuous Process..., SharePoint, Performance Management, Development Planning, Marketing, Communications, Communication
Education
Tennessee State University 1999 — 2001
Master of Education (M.Ed.), Curriculum and Instruction
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science (BS), Human Development and Family Studies, General
MassMutual Financial Group January 2013 - Present
The Hartford June 2006 - December 2012
Advest, Inc. January 1996 - May 2006
Skills
Insurance, Compliance, Securities, Mutual Funds, Series 6, Series 63, ERISA, Series 7, Defined Contribution, Retirement Planning, Fixed Annuities
Education
Syracuse University
MassMutual Financial Group August 2012 - Present
Digital Rio May 2010 - July 2010
Education
Syracuse University 2007 — 2011
B.A., Economics
WealthVest April 2014 - Present
MassMutual Financial Group December 2012 - December 2013
The Hartford December 2010 - February 2013
The Hartford June 2008 - November 2010
ING U.S. June 2006 - May 2008
Skills
Pensions, Mutual Funds, Retirement Planning, Series 7, 401k, Retirement, Series 6, Series 63, Retirement Plan..., Asset Allocation, Defined Benefit, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investments, Series 65, Wealth Management
Education
Stockton University 1997 — 2000
Bachelor of Science (B.S.), Business/Finance
CMA Consulting September 2013 - Present
Aliado Accesso LLC. September 2011 - September 2013
Independent Consultant Northampton, MA November 2005 - November 2011
Self Employed November 2005 - May 2010
EMC 2009 - December 2009
MassMutual Financial Group February 2008 - August 2009
Self Employed November 2005 - July 2009
Citi - Travelers L & A - Metlife May 1999 - October 2005
ADVANCED COMPUTING TECHNIQUES February 1994 - July 1997
Aetna Life & Casualty 1990 - 1994
Skills
MySQL, Unix, Linux, Oracle, SQL, Data Warehousing, Microsoft SQL Server, Solaris, Databases, DB2, RMAN, Agile Methodologies, Performance Tuning, AIX, Operating Systems, Security, XML, Oracle RAC, Disaster Recovery, Shell Scripting, HP-UX, SDLC, Networking, Integration, Business Intelligence, Database Design, Penetration Testing, Data Modeling, IBM AIX, Information Technology
Education
State University of New York College at Geneseo
BS
University of Hartford
MBA
MassMutual Financial Group May 2015 - Present
Isenberg School of Management, UMass Amherst August 2014 - Present
Isenberg School of Management, UMass Amherst September 2014 - May 2015
CGI Federal October 2012 - August 2014
Concentrance March 2009 - September 2012
Inn at Perry Cabin by Belmond June 2006 - September 2007
Skills
Management Consulting, Business Analysis, Finance, Analysis, Data Analysis, Risk Management, Project Management, Change Management, Process Improvement, Leadership, Business Process..., Consulting, Microsoft Office, Microsoft Excel, Public Speaking, Government Contracting, SQL, SPSS, Linear Regression, Management, Program Management, CMMI, SDLC, RapidMiner, SAP BW, Dashboard, Crystal Reports
Education
Isenberg School of Management, UMass Amherst 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Syracuse University 2004 — 2008
BS, Communications and Rhetorical Studies
Universidad Internacional 2007 — 2007
Spanish
J.Hilburn November 2013 - Present
Ricoh Americas Corporation 2011 - March 2013
PFP Services March 2009 - September 2011
MassMutual Financial Group April 2007 - March 2009
Skills
Account Management, Direct Sales, Sales, Salesforce.com, Sales Process, Sales Presentations, Strategic Planning, Sales Management, New Business Development, Selling, Cold Calling, Marketing, Solution Selling, B2B, Customer Service, Sales Operations
Education
Syracuse University 1998 — 2000
BTN International September 2012 - Present
Trading Central January 2012 - August 2012
MassMutual Financial Group June 2010 - January 2012
Education
Susquehanna University 2006 — 2010
Business, Finance
Bright House Networks January 2012 - Present
Aeir BioLogic, LLC January 2011 - December 2011
Miller Bearings Inc July 2011 - November 2011
CommonWealth Planning January 2010 - July 2011
A Structural Engineer June 2008 - January 2010
MassMutual Financial Group December 2008 - August 2009
Student -- Relevant Experience via Case Study Projects August 2007 - May 2008
Skills
Financial Modeling, Forecasting, Variance Analysis, Microsoft Excel, Finance, Budgets, Microsoft Office, Cost Accounting, Analysis, Economics, Financial Analysis, PeopleSoft, Revenue Forecasting, Valuation, Hyperion Enterprise, Pivot Tables, Risk Management, Start-ups, Vlookup, Hyperion Essbase..., Prophet21, V Lookup, Monte Carlo Simulation, Budgeting, Investment Analysis, Economic Research, Economic Analysis, Risk Analysis, H Lookup, Statistical Analysis, ROI, Hyperion, Smartview, Financial Planning, Management
Education
Strome College of Business 2005 — 2008
Bachelor of Science in Business Administration, Concentration/Major in Finance
West Virginia University 2004 — 2005
N/A, Finance & Accounting
Ocean Lakes High School 1998 — 2002
High School Diploma, Required - General
Profit & Pension Planners 1978 - Present
Syosset Volunteer Fire Department 1986 - Present
MassMutual Financial Group 2008 - 2014
The Alternative Board 2007 - 2011
Skills
Estate Planning, Employee Benefits, Life Insurance, Retirement, Long-term Care, Insurance, Strategic Planning, Pensions, Investments, Fixed Annuities, 401k, Defined Benefit, Defined Contribution, Qualified Retirement..., Small Business, Family Business, Strategic Financial..., Financial Advisory, Management, Long Term Care Insurance, Disability Insurance, Mutual Funds, Retirement Planning, IRAs, Series 6, Securities, Asset Allocation, Financial Planning
Education
State University of New York College at Cortland 1970 — 1974
BA, Major Economics, Minor Speech Communications
MassMutual Financial Group July 2013 - Present
The Vann Group, LLC January 2012 - June 2013
WhatArmy January 2012 - June 2013
American International College September 2009 - December 2011
Inter-American School August 2006 - June 2009
Camp Balcones Springs January 2005 - December 2005
Texas Workforce Commission December 2004 - December 2004
Texas Workforce Commission September 2004 - November 2004
Skills
Editing, Microsoft Office, Teaching, Marketing, Newsletters, Recruiting, File Management, Data Entry, Database Administration, Blogging, Creative Writing, Writing, Graphic Design, Photography, Photoshop, Illustrator, Wordpress, Fundraising, Nonprofits, WordPress, Press Releases, Microsoft Excel, Social Media, Event Planning, Volunteer Management, Facebook, Marketing Strategy, Advertising, Teamwork, Web Design, Social Media Marketing, Social Networking, Email Marketing, Copywriting, Online Advertising, Online Marketing, Creative Direction, Digital Marketing, Customer Service
Education
Texas A&M University 1999 — 2004
Bachelor of Science (B.S.), Journalism
Capital Machine Technologies, Inc. July 2005 - Present
MassMutual Financial Group 2003 - 2005
Fujitsu Network Communications 1999 - 2002
Northrop Grumman Corporation 1997 - 1999
Skills
Sales, Technical Sales..., Industrial Engineering, Marketing, Financial Advisory, Solid computer skills, Goldmine, SAP, Windows, Mac OS, Microsoft Office, Adobe Acrobat, Android, Apple Safari, Google Maps, Robotic Welding, Laser Cutting, Waterjet, Press Brake, Punching, Plasma Cutting, Drilling, Structural Steel..., Plate Processing, Keyboard Skills, Time Management, Organizational..., Success Driven, Driven By Results, Production Planning, Manufacturing, Lean Manufacturing, Automation, Milling, Machine Tools
Education
Texas A&M University 1993 — 1997
Bachelor of Science (BS), Industrial Engineering
Pleasant Grove High School
Pleasant Grove High School
The University of Texas at Dallas
International Business
MassMutual Financial Group September 2014 - Present
SS&C GlobeOp February 2012 - September 2014
SS&C Technologies June 2011 - February 2012
State Street October 2007 - June 2011
Skills
ETFs, Bloomberg, Excel, Fixed Income, Microsoft Office, Fund Accounting, Pivot Tables, Outlook, PowerPoint
Education
Stonehill College 2003 — 2007
B.A.
Burns-Fazzi/Brock (BFB) January 2012 - Present
First Heartland Corporation January 2010 - January 2012
MassMutual Financial Group December 2002 - January 2010
Skills
Fixed Annuities, Long-term Care, Disability Insurance, Insurance, Retirement Planning, Life Insurance, Mutual Funds, Retirement, 401k, Employee Benefits, Investments, Series 63, Wealth Management, Term Life Insurance, Underwriting, Estate Planning, Sales, Financial Planning, Strategic Financial..., Qualified Retirement..., Deferred Compensation, Credit Unions, Series 6, Non-Qualified Deferred..., Group Insurance, Executive Benefits, 457f Plans, Pre-Funding Benefit...
Education
Stephen F. Austin State University 1981 — 1985
Bachelor of Business Administration (BBA), Marketing
Friendswood HS
Securian Financial Group November 2010 - Present
MassMutual Financial Group October 2009 - August 2010
MassMutual Financial Group August 2007 - October 2009
Principal Financial Group 2004 - 2007
Skills
Retirement Planning, Life Insurance, Insurance, Recruiting, Fixed Annuities, Employee Benefits, Sales Management, Customer Retention, Sourcing, Financial Services, Disability Insurance, Wealth Management, Financial Planning
Education
Texas A&M University
RubinGoldman and Associates October 2013 - Present
International Planning Alliance, LLC March 2004 - October 2013
Northwestern Mutual December 1999 - March 2004
Minnesota Life November 1998 - December 1999
Wharton Financial Group April 1995 - November 1998
Security Mutual Life April 1995 - November 1998
MassMutual Financial Group September 1994 - May 1995
Prudential Financial July 1991 - September 1994
Skills
Retirement Planning, Disability Insurance, Life Insurance, Long-term Care, Insurance, Strategic Financial..., Fixed Annuities, Investments, Financial Services, Retirement, Long Term Care Insurance, IRAs, Securities, High Net Worth..., Estate Planning, Employee Benefits, 401k, Roth IRA, Universal Life, Health Insurance, Series 63, Investment Advisory, College Savings Plans, Education Funding, Buy-sell Agreements, Underwriting, Financial Planners, Financial Advisory, Series 7, Wealth Management, Life & Health Insurance..., Estate Tax Planning, Mutual Funds, Asset Management, Term Life Insurance, Wealth Accumulation, Series 6, Indexed Annuities, Portfolio Management, 529 Plans, Succession Planning, Property & Casualty..., Wealth, Finance, Whole Life, Retirement Plan..., 401k Rollovers, Business Planning, Asset Managment, Financial Goals
Education
The American College 1995 — 1996
Certified Life Underwriter (CLU), Chartered Financial Consultant (ChFC)
Temple University 1975 — 1978
Advertising and Public Relations
George Washington High School 1969 — 1975
High School
WD, a Western Digital company June 2012 - Present
Paychex January 2012 - June 2012
MassMutual Financial Group April 2011 - January 2012
Skills
Sales, Email Marketing, Online Marketing, Direct Marketing, Social Media Marketing, Management, Event Management, Facebook, CRM, Trade Shows, Marketing, Product Marketing, Multi-channel Marketing, Lead Generation, Salesforce.com, Event Planning, Advertising, Time Management
Education
SUNY Geneseo 2008 — 2011
Bachelor of Science, Business Administration and Management
University of Hartford 2007 — 2008
Economics
The Boulevard Group January 2000 - Present
MassMutual Financial Group 1992 - 2000
Neuberger Berman 1990 - 1992
The MONY Group 1985 - 1990
Austin Information Systems 1983 - 1985
Skills
Web Design, E-commerce, Web Marketing, Marketing, Small Business, Web Development, SEM, Start-ups, Online Marketing, SEO, Social Media Marketing, Management, Graphic Design, Marketing Strategy, Email Marketing, Lead Generation, Entrepreneurship, Website Development, New Business Development, Web Analytics, Digital Marketing, Google Analytics, Nonprofits, Non-profits, WordPress, User Experience
Education
Susquehanna University 1979 — 1983
BA, Computer Science
Goodwin Procter LLP June 2014 - Present
Berkshire Partners May 2011 - June 2014
WHDH-TV June 2013 - August 2013
The CW/ DC50 TV (Tribune) January 2011 - May 2011
MassMutual Financial Group May 2009 - May 2011
U.S. Department of Labor May 2008 - June 2009
Education
Suffolk University 2012 — 2013
Masters in Communication
Suffolk University - Sawyer School of Management 2007 — 2011
Bachelor of Science in Business Administration, Accounting
Principal Financial Group 1994 - Present
Transamerica October 2014 - August 2015
MassMutual Financial Group December 2010 - December 2011
MetLife June 2008 - December 2010
Skills
Disability Insurance, Annuities, Series 6, Consultative Selling, Business Protection, Wealth Transfer, Retirement Planning, Survivor Income, 401k Rollovers
Education
The American College 1997 — 2001
CLU, ChFC, Business and Financial Planning
State University of New York College at Potsdam 1973 — 1975
Bachelor of Science, Economics
Saranac Lake Community College 1970 — 1972
Associate of Science, Business Administration and Accounting
MassMutual Financial Group February 2014 - Present
Penn Mutual February 2011 - February 2014
MetLife September 2008 - January 2011
Topdot Mortgage 2006 - 2008
First Republic Mortgage 2005 - 2007
Skills
Retirement Planning, Retirement, Estate Planning, Wealth Accumulation, Employee Benefits, Insurance, Small Business, Succession Planning, Protection
Education
Stony Brook University 1997 — 2002
Political Science
Garden City High School 1993 — 1997
The Cheesecake Factory March 2014 - Present
MassMutual Financial Group April 2013 - September 2013
West Herr Automotive Group March 2011 - October 2012
Skills
ServSafe, Hospitality, Event Planning, Leadership, Social Media, Time Management, Microsoft Office, Event Management, Customer Service, Teamwork, Microsoft Excel, PowerPoint, Sales, Public Speaking, Microsoft Word, Social Networking, Marketing
Education
State University of New York College at Buffalo 2012 — 2015
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
State University of New York College at Buffalo 2012 — 2015
Bachelor of Science, Business
Allen Americans August 2013 - April 2015
Allen Americans January 2013 - April 2015
Allen Americans August 2012 - January 2013
MassMutual Financial Group January 2012 - January 2013
Grand Bank December 2010 - April 2011
Conn's August 2009 - February 2010
First National Bank Texas May 2007 - August 2009
Skills
Finance, Employee Benefits, Marketing, Leadership, Credit, Wealth Management, Loans, Financial Analysis, Customer Service, Insurance, Sales, Retail, Financial Services, Microsoft Excel, Coaching, Sales Operations, Management, Account Management, Social Media, Event Planning
Education
University of North Texas 2012 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics
Tarrant County College 2009 — 2012
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Hebron High School 2004 — 2006
B.U.I.L.D. (Brothers United to Inspire Lifestyle Development) May 2014 - Present
Park Avenue Securities April 2013 - May 2014
Omit Apparel/Lifted Research Group Inc. July 2012 - October 2012
24 Karat Showroom June 2011 - April 2012
The Foundation Showroom December 2010 - May 2011
BPMW Agency August 2010 - November 2010
Moody's Investors Service July 2009 - January 2010
MassMutual Financial Group November 2008 - March 2009
Skills
Marketing, Social Media, Blogging, Fashion, Merchandising, Retail, Sales, Customer Service, Management, Trade Shows, Brand Management, Social Media Marketing, Recruiting, Marketing Strategy, Microsoft Office, Microsoft Excel, Event Planning, Social Networking, PowerPoint, Public Relations, Creative Direction, Time Management, Advertising, Marketing Communications, Facebook, Apparel, Brand Development, Visual Merchandising, New Business Development, Sales Management, Online Advertising, Sales Operations, Event Management, Online Marketing, Market Research, Graphic Design, Human Resources, Leadership, Trend Analysis, Email Marketing, Product Development, Marketing Research, Press Releases, Direct Marketing, Digital Marketing, Microsoft Word
Education
Temple University - Fox School of Business and Management 2004 — 2008
B.A., Business
The High School of Commerce 2000 — 2004
High School Diploma, Business
Stephen F. Austin State University January 2014 - December 2014
MassMutual Financial Group May 2014 - August 2014
State Farm June 2011 - July 2011
State Farm June 2010 - July 2010
Skills
Research, Sales, Teamwork, Access, Insurance, Public Speaking, Leadership, Microsoft Excel, PowerPoint, Customer Service, Analysis, Financial Analysis, Data Analysis
Education
Stephen F. Austin State University 2010 — 2015
B.B.A, Finance
STEPHEN POOL WALTRIP HIGH SCHOOL 2006 — 2010
High School Diploma
TradeGlobal January 2015 - Present
HDI/Vantiv April 2014 - December 2014
MassMutual Financial Group September 2013 - March 2014
MassMutual Financial Group September 2013 - March 2014
Salvation and Rescue of Bolivia January 2006 - December 2008
Universidad de San Simon January 2003 - December 2005
Skills
Databases, Quality Assurance, SDLC, Testing, QTP, Quality Center, Regression Testing, SQL, Test Automation, Test Cases, Software Documentation
Education
Stratford University 2012 — 2013
Master of Science in Information Systems, IT
University Mayor de San Simon 2001 — 2005
Bachelor of Science Systems Engineering, IT
Fidelity Investments July 2014 - Present
Fidelity Investments January 2013 - July 2014
MassMutual Financial Group May 2011 - December 2012
Education
Stonehill College 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Business Administration
Amazon May 2013 - July 2013
UBS June 2012 - August 2012
WJPZ Radio October 2010 - August 2012
MassMutual Financial Group June 2011 - August 2011
Driftwood Day Camp June 2010 - August 2010
Massachusetts State House June 2009 - July 2009
Skills
Python, SQL, Microsoft Office, Customer Service, Social Media, Analytical Skills, NextGen, Public Speaking, Leadership, Team Leadership, Interpersonal Skill, Bloomberg Terminal, Operational Risk..., Microsoft SQL Server
Education
Syracuse University 2010 — 2014
Bachelor of Science, Entrepreneurship and Emerging Enterprises, and Supply Chain Management, 3.83/4.00
Syracuse University January 2015 - Present
S&S Landscaping, LLC & Tarnow Nursery July 2008 - Present
MassMutual Financial Group May 2015 - July 2015
Syracuse University October 2012 - December 2014
Capitol Region Education Council July 2010 - December 2014
IST 346; Information Tech. Mgmt. & Administration January 2014 - May 2014
Skills
Troubleshooting, Windows, PowerPoint, Microsoft Office, Leadership, Public Speaking, Microsoft Excel, Mac OS X, Access, Microsoft Word, Social Media, Photoshop, Smartphones, Data Analysis, Event Management, Social Media Marketing, Team Building, OS X, Customer Service, System Administration, Event Planning, Windows Server, Networking, Social Networking, VMware vSphere, IT Infrastructure..., Network Security
Education
Syracuse University - School of Information Studies 2012 — 2016
B.S. Information Management and Technology, Concentrations: Networking and Security, Major GPA: 3.714, Cumulative GPA: 3.44
Syracuse University - Martin J. Whitman School of Management 2013 — 2016
Minor: Management Studies
Wilbraham & Monson Academy, The Global School TM 2008 — 2012
High School Diploma, 9-12
MassMutual Financial Group July 2014 - Present
Suffolk County National Bank July 2012 - July 2014
New York Life February 2008 - July 2012
JP Morgan Chase/BNY Investment Center June 1998 - January 2008
Bank of New York January 1996 - June 1998
Bank of New York October 1981 - January 1996
Skills
Insurance, Investments, Finance, Retirement Planning, Financial Planning, Financial Analysis, Leadership, Risk Management, Life Insurance, Sales, Financial Services, Estate Planning, Mutual Funds, Retirement, Portfolio Management, Long-term Care, Fixed Annuities, Series 63, Series 7
Education
State University of New York College at Brockport 1974 — 1977
Bachelor of Science (B.S.), Arts, Entertainment
State University of New York College at Brockport, Deer Park High School 1974 — 1977
Bachelor's of Science
Capital One February 2015 - Present
Astoria Bank September 2013 - February 2015
Merrick Bank July 2011 - September 2013
MassMutual Financial Group December 2010 - July 2011
Skills
Data Analysis, Economics, Financial Risk, Quantitative Analytics, Underwriting, SAS, Analysis, Insurance, Statistics, Risk Management, Microsoft Office, Banking, Portfolio Management, Financial Modeling, Financial Analysis
Education
State University of New York at Stony Brook
Masters, Public Policy Analysis, 3.7
State University of New York at Stony Brook
Bachelors, Double Major: Applied Math and Finance, 3.4
MindsInSync Inc. (New York) July 2015 - Present
MindsInSync Inc. May 2010 - July 2015
MassMutual Financial Group January 2010 - May 2010
Ford Motor Company August 2003 - October 2003
Skills
Forecasting, Supply Chain Management, Supply Chain, ERP, Manufacturing, Integration, Analysis, Project Planning, Management, Purchasing, Production Planning, Demand Planning, Product Development, Project Management, Strategy
Education
Stevens Institute of Technology 2007 — 2009
Masters, Systems Engineering, Project Management
Yildiz Technical University 2000 — 2004
bachelor, Industrial Engineer
MassMutual Financial Group June 2015 - Present
MetLife June 2013 - June 2015
MetLife Investors March 2010 - June 2013
MetLife Investors August 2005 - March 2010
Skills
Group Benefit Plans, Employee Benefits, Life Insurance, Dental Insurance, Disability Insurance, Insurance, Sales, Fixed Annuities, Variable Annuities, Retirement Planning, Property & Casualty..., 401k, Customer Service, Series 6, Series 63, FLMI
Education
Syracuse University 1991 — 1995
Bachelor of Arts (BA), History
MassMutual Financial Group April 2010 - Present
Goldman Sachs January 2006 - March 2010
Foley & Lardner LLP July 2004 - December 2005
LRN 2000 - 2004
US Securities and Exchange Commission 1998 - 2000
Rogers & Wells 1996 - 1998
US Securities and Exchange Commission 1994 - 1996
Rogers & Wells 1992 - 1994
Air National Guard 1984 - 1992
Skills
Securities Regulation, Securities, Enforcement, Anti-corruption, FCPA, Compliance, Corporate Governance, Litigation, FINRA, Commercial Litigation, Corporate Law, Legal Compliance, Securities Fraud, Business Ethics, Internal Investigations, GRC, Compliance Training
Education
Syracuse University 1988 — 1991
Master of Public Administration (M.P.A.), Public Administration
Syracuse University College of Law 1988 — 1991
Doctor of Law (J.D.), Law, magna cum laude
The University of Akron 1986 — 1988
Bachelor of Science (B.S.), Political Science/Criminal Justice, summa cum laude
Grainger September 2014 - Present
KJT Group May 2014 - August 2014
MassMutual Financial Group May 2013 - August 2013
A-Plus Window Cleaning June 2010 - May 2013
JPMorgan Chase May 2012 - August 2012
Skills
Teamwork, PowerPoint, Microsoft Office, Team Management, Time Management, Situational Leadership, Microsoft Excel, Work Ethic, Digital Project...
Education
State University of New York College at Geneseo 2010 — 2014
Bachelor of Arts, Economics, Minor in Political Science
Pittsford Sutherland High School 2006 — 2010
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
MFS Investment Management September 2007 - March 2008
Great-West Retirement Services 2003 - 2007
Fidelity Investments 1997 - 2003
Scudder Investments 1992 - 1997
Skills
Series 7, Series 63, Series 26, Series 6, Accredited Retirement...
Education
Suffolk University - Sawyer School of Management 2000 — 2001
MBA, Business
University of Massachusetts Dartmouth 1988 — 1991
Bachelor of Arts (BA), Hunanities & Social Sciences
Oak Staffing, LLC "Let's Work Together" January 2014 - Present
Cooperative Technologies, Inc July 1995 - November 2013
Software Services Corporations 1994 - 1995
Medical Employment Group 1991 - 1993
Massachusetts Mutual Life Insurance Company 1989 - 1991
MassMutual Financial Group 1989 - 1991
Skills
IT Talent Acquisition..., Recruiting, Interviews, Management, Account Management, Sales, Cold Calling, Networking, Lead Generation, Temporary Placement, Negotiation, Sales Management, Telecommunications, Hiring, Databases, Consulting, Coaching
Education
Syracuse University 1984 — 1988
Economics
South Windsor High School, CT
Farm Family Insurance Companies September 2014 - Present
RiverSource Life of New York May 2013 - September 2014
The Ayco Company, L.P. April 2011 - April 2013
The Ayco Company, L.P. January 2010 - April 2011
The Ayco Company, L.P. October 2007 - December 2009
MassMutual Financial Group May 2007 - October 2007
Skills
Leadership, Management, Strategy, Process Improvement, Insurance, Business Analysis, Analysis, Risk Management, Team Leadership, Strategic Planning, Investments, Mutual Funds, Asset Allocation, Team Building, Wealth Management, Portfolio Management, Investment Advisory, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, New York State..., Training, Business Development, Customer Service, Finance, Employee Training, Onboarding, Vendor Management, Cross-functional Team..., Operations Management, Development Of Employees
Education
Union Graduate College 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
State University of New York College at Cobleskill 2005 — 2008
BBA, Financial Services Management
State University of New York College at Cortland 2003 — 2005
Sport Management
James K McCauley Insurance Agency 1992 - Present
MassMutual Financial Group 1988 - 2009
Prudential Insurance 1983 - 1988
Education
Stetson University 1979 — 1983
Bachelors, Business
The American College
Designation, Certified Life Underwriter
Paychex May 2015 - Present
Paychex, Inc. December 2010 - May 2015
Stream Realty Partners October 2007 - December 2010
Paychex Inc June 2004 - October 2007
MassMutual Financial Group August 2002 - June 2004
Skills
Sales Management, New Business Development, Consultative Selling, Customer Relations, Cold Calling, Customer Service, Selling, Training, Leadership, Human Resources, Payroll, Insurance, Sales, Sales Process
Education
Texas A&M University 1996 — 2000
B.B.A, Marketing
RHS
msg global solutions January 2015 - Present
EMC October 2010 - December 2014
MassMutual Financial Group October 2007 - October 2010
MassMutual 2003 - 2007
MassMutual Financial Group 1986 - 2003
Skills
SAP BW, SAP BI, SAP Netweaver, SAP R/3, Business Intelligence, SAP, ABAP, SAP Basis, Business Objects, SAP HR, SAP ERP, Business Analysis, SAP Authorizations, SD, Data Warehousing, SAP FI, Data Migration, Cognos, ERP, Master Data Management, Project Management, Business Process, SAP BPC, Databases, SAP Implementation, Enterprise Architecture, IT Strategy, Data Modeling, Solution Architecture, ECC, Business Process Design, Performance Tuning, EDI, SAP SRM, SAPScript, Dashboard, Analysis, SAP XI, SAP Portal, ETL, BAPI, Data Integration, SAP - BPS, SAP - BPC, SAP - BOBJ, SAP HANA
Education
State University of New York College at Potsdam 1983 — 1986
Bachelor of Science (B.S.), Information Technology
University of South Carolina-Columbia 1982 — 1983
Computer Science
MassMutual Financial Group April 2002 - Present
Texas Instruments DSEG May 1986 - April 2001
Skills
Risk Management, Process Improvement, Vendor Management, Business Analysis, Business Process..., Program Management, Project Management, Asset Management, Integration, Information Security...
Education
Sullivan University 2000 — 2002
Associates, IT
Independent Company January 2013 - Present
MassMutual Financial Group November 2007 - 2012
BNI - Santa Monica 2008 - 2009
Wells Fargo January 2005 - December 2005
American Express January 2004 - December 2004
Skills
Employee Benefits, Insurance, Investments, Retirement, Securities, Finance, Retirement Planning, Fixed Annuities, Life Insurance, Strategic Financial..., Long-term Care, Mutual Funds, 401k, Wealth Management, Small Business, Estate Planning, Financial Planners, Financial Services, Financial Advisory, Sales, Term Life Insurance, Long Term Care Insurance
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Certification, Financial Planning
Texas A&M University
Bachelor of Business Administration (B.B.A.), Marketing and Management
MassMutual Financial Group September 2013 - Present
MassMutual Financial Group September 2011 - September 2013
MassMutual Financial Group October 2009 - September 2011
MassMutual Financial Group July 2008 - October 2009
MassMutual Life Insurance Company (Japan Subsidiary) March 2007 - July 2008
MassMutual Financial Group 2003 - March 2007
Moore School of Business at University of South Carolina June 2006 - February 2007
Heavylift Music August 2000 - January 2006
MassMutual Financial Group 2002 - 2003
MassMutual Financial Group July 2000 - 2002
Skills
Insurance, Business Strategy, Social Networking, System Architecture, Learning Management..., Algorithms, Business Analysis, SDLC, Process Improvement, Vendor Management, Project Management, Risk Management, IT Strategy, CRM, Strategy, Enterprise Architecture, Leadership, Business Intelligence, Enterprise Software, Product Management, Management, Training
Education
University of South Carolina - Darla Moore School of Business 2006 — 2009
MBA, International Business
早稲田大学 2007 — 2008
Certificate, Japanese Language
Syracuse University 1995 — 1998
B.S., Computer Science
MassMutual Financial Group
Education
State University of New York College at Potsdam 1983 — 1986
MassMutual Financial Group March 2007 - Present
Education
Stephen F. Austin State University 2001 — 2006
Tricentis December 2013 - Present
Bergmen Consulting March 2012 - November 2013
MassMutual Financial Group November 2010 - April 2013
JetBlue Airways December 2009 - November 2010
JetBlue Airways September 2008 - November 2010
JetBlue Airways March 2007 - September 2008
JetBlue Airways February 2006 - March 2007
Skills
Test Automation, Test Planning, QTP, Quality Center, Software Quality..., VBScript, Test Cases, TFS, Manual Testing, Regression Testing, Programming, Test Management, Quality Assurance, Software Documentation, Business Analysis, Defect Tracking, Team Leadership, SDLC, Enterprise Architecture, Agile Methodologies, JIRA, Integration, Software Development, LoadRunner, Tosca Testsuite, Java, C#, Subversion, HP Quality Center, HP QTP
Education
Stony Brook University
Bachelor of Science, Computer Science
Marsh & McLennan Agency LLC October 2006 - Present
The Pinnacle Group June 2002 - October 2006
MassMutual Financial Group October 2001 - June 2002
Skills
Employee Benefits, Insurance, Health Insurance, Brokers, Healthcare, Group Benefits, Strategic Planning, Benefits, Problem Solving, Plan Design, Underwriting, Compliance, Wellness Programs, Benefits Communication, Insurance Consulting, Employee Wellness, Health Care Reform, Group Insurance
Education
Old Dominion University - College of Business and Public Administration 1997 — 2001
Bachelor of Science in Business Administration, Finance
University of Pennsylvania - The Wharton School
CEBS
Sherpa Financial January 2009 - Present
Employee Benefits Specialist, Inc September 2006 - June 2012
Beacon Group September 2004 - September 2006
Comcast-Spectacor 1996 - 2004
MassMutual Financial Group 1993 - 1996
Skills
Pensions, Employee Benefits, Insurance, Retirement Planning, 401k
Education
Temple University - Fox School of Business and Management 1981 — 1985
BA, Finance, Business administration
Lansdowne Aldan HS 1976 — 1980
MassMutual Financial Group September 2014 - Present
MajescoMastek November 2012 - September 2014
Mastek Ltd August 2007 - October 2012
Patni Computers 2000 - 2007
GE Supply-Through Patni 2001 - 2005
Datamatics Ltd August 1997 - June 2000
Bajaj Auto Ltd February 1990 - August 1997
Skills
Program Management, Software Project..., ITIL, IT Strategy, Change Management, Risk Management, IT Service Management, Team Management, Enterprise Architecture, Project Management, Data Warehousing, Management, Software Development, Requirements Analysis, Business Intelligence, Pre-sales, Leadership, Solution Architecture, PMP, Global Delivery, SDLC, Vendor Management, Business Analysis, Agile Methodologies, Requirements Gathering, Project Governance, PMO, Resource Management, Project Portfolio..., Business Process, Agile Project Management, Offshoring, Project Delivery
Education
Symbiosis International University 1985 — 1986
Post Graduate In Computer Applications, Computer Applications / Programming
University of Pune 1982 — 1986
B.Sc., Statistics
SG Vidyalaya 1974 — 1979
S.S.C.
MassMutual Financial Group September 2013 - Present
MassMutual September 1999 - November 2013
Link Systems, Inc. October 1995 - September 1999
Skills
Business Process, Business Intelligence, Business Analysis, Marketing, Requirements Analysis, Business Transformation, Requirements Gathering, Knowledge Management, Knowledge Transfer, Knowledge Discovery, SharePoint, Mind Mapping, XML, Semantic Analysis, Content Management, User-centered Design, User Experience
Education
Stonehill College 1982 — 1986
BA, Psychology
NBTY, Inc. January 2008 - Present
American Home Mortgage 2003 - 2007
IBM 1999 - 2003
IBM Global Services 1999 - 2003
MassMutual Financial Group 1996 - 1999
Skills
ITIL, Itil v3 foundations, Vendor Management, IT Management, Process Improvement, Business Analysis, Servers, Troubleshooting, System Administration, Management, Quality Assurance, SharePoint, Help Desk Support, IT Service Management, IT Strategy, Software Documentation, Data Center, Visio, Disaster Recovery, SDLC, Requirements Analysis, Integration, ERP, Security
Education
Berkley College 1999 — 2000
MCSE, Computers
Suffolk County Community College 1993 — 1996
Associate of Arts and Sciences (AAS)
MassMutual Financial Group August 2012 - Present
The Hartford Mutual Funds August 2008 - August 2012
The Hartford Mutual Funds June 2006 - August 2008
Eaton Vance Distributors September 1999 - June 2006
Eaton Vance Management April 1998 - September 1999
Eaton Vance Management January 1998 - April 1998
Eaton Vance Management August 1996 - January 1998
Skills
Financial Services, Mutual Funds, Retirement, Investments, Mergers & Acquisitions, Investment Management, Strategy, Pensions
Education
Stonehill College 1992 — 1996
Bachelor of Arts, Economics, Mathematics
MassMutual Financial Group February 2014 - Present
Mass Mutual Life Insurance Company October 2009 - Present
John Hancock January 2002 - August 2007
John Hancock January 2000 - 2002
John Hancock Financial Services 1998 - 2000
Skills
Product Development, Insurance, Financial Services, Business Analysis, Financial Reporting, Management, Marketing, Mergers, Mutual Funds, Product Management, Sales, Sales Operations, Strategic Planning, Risk Management, Start-ups
Education
State University of New York College at Brockport 1982 — 1986
Business Image Architects February 2015 - Present
- February 2013 - June 2013
MassMutual Financial Group February 2012 - February 2013
MassMutual Financial Group January 2011 - March 2012
MassMutual Financial Group 2007 - May 2011
MassMutual Financial Group 2001 - 2007
MassMutual 1998 - 2001
MassMutual Financial Group 1994 - 1998
Skills
Strategic Alliance..., Customer Negotiations, Program Execution, Negotiation, Insurance, Retirement Planning, Fixed Annuities, Strategic Alliances, Life Insurance, Disability Insurance, Retirement, Leadership, Strategy, Marketing, Recruiting, Strategic Partnerships, Financial Services, Strategic Financial..., Employee Benefits, Sales, Management, Relationship Management, 401k, Program Management, Association Marketing, Competitive Analysis, Succession Planning, Mergers & Acquisitions, Investments, Long-term Care, Finance, Series 6, Series 63, Mutual Funds, Series 7, Estate Planning, Securities, Wealth Management, Term Life Insurance, Financial Planners, Long Term Care Insurance, Wealth, Financial Advisory, Investment Advisory, Brand Development, Event Planning, IRAs, Marketing Communications, Direct Sales, Trade Shows
Education
Suffolk University
Bachelor of Science (B.S.), Journalism and Public Relations
The American College
Certified Family Business Specialist designation, Small and Family Business, Certificate
Virtuallogix Group, LLC 2014 - 2015
Hochheiser, Deutsch & Company 2013 - 2014
MassMutual Financial Group May 2011 - October 2012
Anchor Financial Services, LLC 2005 - 2009
Metropolitan Life Insurance Company 2002 - January 2005
Skills
Leadership, New Business Development, Insurance, Life Insurance, Financial Services, Fixed Annuities, Investments, Training, Disability Insurance, Banking, Sales Management, Team Building, Term Life Insurance
Education
State University of New York Empire State College 2011 — 2012
Health/Health Care Administration/Management
Suffolk County Community College 1990 — 1994
Onondaga Central School District September 2015 - Present
Cazenovia Central Schools September 2011 - June 2015
Cazenovia School District September 2004 - June 2011
Cazenovia Children's House November 2003 - February 2007
AmeriCU Credit Union September 1995 - March 2003
Mortgage Banking with several Companies November 1983 - July 1995
MassMutual Financial Group July 1983 - September 1983
Skills
Nonprofits, Fundraising, Public Speaking, Community Outreach, Public Relations, Program Development
Education
State University of New York College at Oswego 1979 — 1983
BS, Psychology, 3.93
NFP Corporate Services (NY) February 2013 - Present
Heritage Insurance Group September 1985 - Present
MassMutual Financial Group September 1985 - Present
Education
Syracuse University - Maxwell School 1981 — 1985
BS, Economics
MassMutual Financial Group January 2011 - Present
Babson Capital Management 2008 - December 2010
MassMutual Financial Group July 1989 - December 2007
Skills
Fixed Annuities, Mutual Funds, Investments, Data Analysis, Insurance, Series 7
Education
State University of New York College at Oneonta 1980 — 1984
BA, Business Economics, French
Aetna April 2011 - Present
Aetna March 2010 - April 2011
MassMutual Financial Group March 2006 - October 2009
Phoenix Investment Partners 2001 - 2006
Phoenix Investment Partners June 1997 - 2001
Skills
SQL, Microsoft SQL Server, Integration, Requirements Analysis, Databases, Visual Basic, Requirements Gathering, Software Documentation, Testing, Process Improvement, SDLC, Sybase
Education
State University of New York College at Potsdam
BS, Computer Informtion Science
Tarkenton Financial April 2012 - Present
Special Counsel, Inc. September 2011 - Present
MassMutual Financial Group 2001 - 2004
Compuware September 1993 - January 1997
Inslaw, Inc. 1986 - 1993
American Satellite Corporation 1985 - 1986
Inslaw, Inc. 1979 - 1985
Sperry Univac 1976 - 1978
Education
The George Washington University Law School 1978 — 1982
J.D.
University at Albany, SUNY 1974 — 1976
M.B.A, Business
Stony Brook University 1970 — 1974
B.S., Geology
MassMutual Financial Group July 2014 - Present
Citigroup April 2009 - 2014
Citigroup 2004 - 2009
Citigroup 2000 - 2004
Information Sciences Institute 1997 - 2000
Skills
IT Strategy, Integration, IT Management, Vendor Management, Risk Management, Strategy, Mergers & Acquisitions, Banking, Business Analysis, ITIL, Executive Management, Cross-border, Change Management, IT Operations, Infrastructure, Outsourcing, Cloud Computing, Leadership, Service Delivery, Service Design, Service Transition, Virtualization, Enterprise Architecture, IT Service Management, SDLC, SEO, SEM
Education
Stevens Institute of Technology 2010 — 2012
Master of Science (MS)
University of Southern California 1994 — 1998
Bachelor of Science
MassMutual Financial Group May 2012 - Present
Knights of Columbus May 2010 - July 2012
ING September 2001 - February 2010
Aetna February 1989 - September 2001
Skills
Program Management, Project Planning, SDLC, Business Analysis, PMO, Project Portfolio..., Vendor Management, Visio, Requirements Analysis, Requirements Gathering, Process Improvement, Project Management, PMP, Business Requirements, Resource Management, SharePoint, Software Project..., Risk Management, IT Strategy, IT Management
Education
State University of New York College at Brockport
BA, Liberal Arts
University of New Haven
Graduate level course work, Business
MassMutual Financial Group March 1969 - Present
Peat Marwick Mitchell CPA Accounting Firm 1963 - 1964
Skills
Retirement, Disability Insurance, Investments, Long Term Care Insurance, Insurance, Securities, Financial Services, Employee Benefits, Finance, Financial Goals, Access, Estate Law, Investment Advisory..., Trust Services, Retirement Planning, Mutual Funds, Wealth Management, Series 7, Fixed Annuities, Strategic Financial...
Education
Texas A&M University 1956 — 1960
Bachelor of Science (B.S.), Accounting
Steven F Austin High School 1952 — 1956
MassMutual Financial Group May 2009 - Present
MassMutual Financial Group June 2007 - May 2009
MassMutual Financial Group October 2005 - June 2007
Babson Capital Management January 2000 - October 2005
Education
University of Chicago Graduate School of Business 1979 — 1983
MBA, Finance
University of Chicago Law School 1979 — 1983
JD
Swarthmore College 1974 — 1978
BA, Economics
Department of Defense - USAF February 2010 - Present
MassMutual Financial Group May 2009 - September 2009
Lowe's May 2008 - June 2009
Best Buy August 2006 - April 2008
Skills
Strategy, Finance, Analysis, Sales, Credit, Customer Satisfaction, Time Management, Underwriting, Business Analysis, Financial Analysis, Vendor Management, Process Improvement, Data Analysis, Management
Education
Wright State University, Raj Soin College of Business 2010 — 2012
Master of Business Administration, International Business
Texas A&M University - Mays Business School 2005 — 2009
Bachelor of Business Administration, Finance
MassMutual Financial Group April 2010 - Present
MassMutual Financial Group 2007 - April 2010
MassMutual Financial Group 2004 - 2007
MassMutual Financial Group 1999 - 2004
John Hancock 1996 - 1998
Filene's Basement 1995 - 1996
Kmart Corporation 1994 - 1995
Skills
Disability Insurance, Liability, Workers Compensation, Claim, Employee Benefits, Retirement, Insurance, Life Insurance, Underwriting, Health Insurance, Long-term Care, Risk Management, Claims Management
Education
State University of New York College at Oneonta
BA, Liberal Arts
MassMutual Financial Group 2013 - Present
PMA Companies November 2012 - September 2013
NBCUniversal, Inc./MyNetwork TV 2010 - 2012
Advertising Sales Consultant 2002 - 2009
CODE MAGAZINE 1999 - 2001
Essence Magazine 1994 - 1999
Skills
Market Planning, New Business Development, B2B, Account Management, Product Marketing, Screenwriting, Blogging, Social Media, Social Networking, Advertising, Broadcast, Event Management, Digital Marketing, Social Media Marketing, Digital Media, Sales, Business Development, Online Advertising, Marketing, Strategic Planning, CRM, Budgets, Strategy, Negotiation, Product Development, Small Business, Market Research, Leadership, Sales Operations, Marketing Communications, Management, Sales Management
Education
Syracuse University
accounting
Halliburton September 2014 - Present
Halliburton October 2012 - August 2014
Halliburton June 2011 - October 2012
Adams Harris July 2010 - May 2011
MassMutual Financial Group August 2009 - June 2010
Humana April 2008 - August 2009
Certus Health January 2007 - March 2008
Skills
SAP, Strategy, Risk Management, Forecasting, Management, Finance, Data Analysis, Market Analysis, Microsoft Excel, Customer Service, Investments, Internal Controls, Access, Business Analysis, Marketing Strategy, Strategic Planning, Accounting, Supply Chain, Business Development, Procurement, Insurance, SAP BW, Cost Control, Sales Operations, Risk, Performance Monitoring, Cost Analysis, Excel, Customer Relations, Employee Relations, Direct Sales, Business Planning, Management Consulting, Mergers & Acquisitions, Cost Benefit, Financial Risk, Performance Management, Cost Savings, Cost Estimating, Cost Reduction, Sales Support, Pricing Strategy, Analytics, Market Research
Education
The University of Chicago Booth School of Business 2014 — 2014
Pricing Strategy and Tactics, Strategy
Texas A&M University 2013 — 2013
Financial Leadership Program, Finance
University of St. Thomas (TX) 2009 — 2011
MBA, Finance and Accounting
Universidad Santiago de Cali 1996 — 2001
Economics, Economics
MassMutual Financial Group September 2013 - Present
New York Life Insurance Company January 2009 - September 2013
American Home Mortgage June 2003 - December 2009
Prime Financial March 2002 - June 2003
Fleet Bank December 1998 - March 2003
Skills
Credit, Retirement Planning, Series 63, Investments, Mutual Funds, Securities, Wealth Management, Mortgage Lending, Strategic Financial..., Long-term Care, Fixed Annuities, Mortgage Banking, Retirement, Life Insurance, Series 6, Financial Services, Disability Insurance, Long Term Care Insurance, Insurance, Finance, IRAs, 401k, Financial Planners, Estate Planning, Asset Allocation, Investment Advisory
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
B.S., Marketing
Xaverian 1988 — 1992
MassMutual Financial Group January 2011 - Present
HSBC, Bank February 2008 - January 2009
Citigroup Capital Markets December 2005 - January 2008
JP Morgan Chase, Inc. August 1979 - November 2005
Skills
Derivatives, Financial Services, Account Reconciliation, Settlement, Finance, Swaps, Trading, Securities, Financial Risk, Accounting, Insurance, Equities, Fixed Income, Risk Management
Education
State University of New York Empire State College
JW Cole Financial, Inc. December 2009 - Present
Kevin L. Corkery Financial October 2006 - Present
MassMutual Financial Group October 2006 - November 2009
National Life Group October 2000 - October 2006
Prudential Financial May 1997 - October 2000
Skills
Series 63, Series 7, Fixed Annuities, Retirement, Securities, Strategic Financial..., Investments, Insurance, Retirement Planning, Equities, IRAs, Mutual Funds, Risk Management, Wealth Management, 401k, Uniform Combined State..., Investment Advisory, Wealth Accumulation
Education
The American College 2012 — 2014
CFP© Curriculum Certification, Financial Planning
State University of New York College at Potsdam 1991 — 1996
Native Resource Development Company, Inc. June 2014 - Present
DALLS Group Mgm/Lonestar Companies/Reliant Equipment Co July 2010 - May 2014
Tracey Cleek Consulting and Accounting Services January 2010 - January 2014
Walter C. Wilson Insurance and Investments February 2007 - January 2010
MassMutual Financial Group May 1989 - February 2007
Skills
Accounting, General Ledger, Budgets, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Customer Service, Business Analysis, Financial Reporting, Strategic Planning, Account Reconciliation, Financial Accounting, Quarterly Taxes, Payroll Taxes
Education
Stephen F. Austin State University 1973 — 1977
BBA, General Business
Stephen F. Austin State University 1973 — 1977
BBA, Business Administration and Management, General
MassMutual Financial Group 1999 - Present
Hartford Life 1997 - 1999
Mass Mutual Life Ins Co 1987 - 1997
Skills
IT Strategy, IT Developer, Web Development
Education
State University of New York College at Oswego 1982 — 1986
Bachelors, Computer Science
Hazard and Siegel, Inc. 2010 - Present
William Sovik, CLU January 1970 - Present
MassMutual Financial Group February 1971 - September 2003
Skills
Customer Service, Strategic Planning, Management, Budgets, Leadership, Retirement Planning, Public Speaking, Microsoft Excel, Microsoft Office
Education
Series 7 licensed 1991 — 1992
Licensed to sell securites
The American College 1974 — 1979
Chartered Life Underwriter, Life and Health Insurance, Pension and Estate planning
Syracuse University 1969 — 1971
Bachelor of Arts (B.A.), Political Science and Government
The George Washington University 1966 — 1969
Political Science and Government
College of Santa Fe, Santa Fe, NM 1964 — 1966
Associates Degree, Liberal Arts and Sciences/Liberal Studies
Christan Brothers Academy, Syracuse, NY 1961 — 1964
High School Diploma, General Studies for college preparatory.
MassMutual Financial Group December 1984 - Present
Skills
SDLC, COBOL, Mainframe, TSO, Business Requirements, JCL, Visio, DB2, Business Analysis, Data Modeling, Data Warehousing, Requirements Gathering, SQL, Syncsort, Requirements Analysis, Business Intelligence, VSAM
Education
Stonehill College 1976 — 1980
Infinity Finacial Group January 1981 - Present
MassMutual Financial Group January 1981 - Present
VA Hospital, Albany, NY April 1973 - December 1980
Skills
Retirement Planning, Insurance, Fixed Annuities, Financial Planning, Life Insurance, Investments, Disability Insurance, Mutual Funds, Financial Services, Financial Analysis, Risk Management, Estate Planning, Term Life Insurance
Education
State University of New York College at Oswego 1969 — 1973
Bachelor's Degree, Biology, General
MassMutual Financial Group January 2013 - Present
Hartford Retirement Plans Group October 2007 - Present
MFS Retirements Services Inc October 2005 - October 2007
MFS Retirement Services, Inc September 2002 - October 2005
MFS Retirements Services Inc July 2000 - September 2002
MFS Retirements Services Inc December 1997 - July 2000
Skills
Mutual Funds, Series 63, 401k, Series 6, Series 7, Retirement, Investments, Asset Allocation, Retirement Planning, Pensions, Separately Managed..., Asset Managment, Fixed Annuities, Defined Contribution, Asset Management, ERISA
Education
Suffolk University, Sawyer School of Business 2004 — 2007
MBA, Finance Concentration
Stonehill College 1993 — 1997
Bachelor of Arts, Communications & Philosophy
MassMutual Financial Group May 2001 - Present
Education
Stockholm University 1996 — 1998
Masters Degree
St Thomas Aquinas College 1987 — 1991
Suffolk University Law School September 2011 - April 2012
MassMutual Financial Group May 2011 - August 2011
Suffolk University Law School September 2010 - April 2011
MassMutual Financial Group May 2010 - August 2010
Suffolk University Law School September 2009 - April 2010
MassMutual Financial Group June 2009 - August 2009
Suffolk University Law School September 2008 - April 2009
Dunkin Donuts September 2007 - November 2007
Six Flags April 2007 - August 2007
Skills
Social Skills, Troubleshooting, Communication, Customer Service, Project Planning, Project Management, Public Speaking, Problem Solving, Quality Assurance, Social Media, Social Networking, Film Production, Film Editing, Software Installation, Software Documentation
Education
Suffolk University 2008 — 2012
Bachelor of Science (BS), Communication, General
Suffield High School 2004 — 2008
Temple University November 2012 - Present
Centerplate September 2008 - December 2011
MassMutual Financial Group June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Teamwork, Public Speaking, Windows, English, Event Planning
Education
Temple University 2012 — 2015
Journalism
MassMutual Financial Group May 2005 - Present
John Hancock Financial Services November 2002 - May 2005
PFPC July 2000 - September 2002
State Street July 1990 - July 2000
Education
Suffolk University 1992 — 1994
Master of Science (MS), Finance, General
University of New Hampshire 1987 — 1990
Bachelor of Arts (BA), Economics
MetaVision Media - a GroupM Company September 2015 - Present
MetaVision Media August 2014 - September 2015
MassMutual Financial Group June 2012 - August 2012
Skills
Microsoft Office, Finance, PowerPoint
Education
SUNY Oneonta 2009 — 2013
Business Economics, 3.31
ARCADIS October 2013 - April 2015
Carrier Enterprise July 2012 - October 2013
MassMutual Financial Group 2010 - 2012
MassMutual Financial Group February 2009 - September 2009
Newhouse School, Syracuse University August 2004 - September 2006
Syracuse University October 2001 - August 2004
Skills
Invoicing, Accounting, Strategic Financial..., Finance, Budgets, Microsoft Office, Customer Service, PowerPoint, Social Media, Event Planning
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2008
Bachelor of Science (BS), Finance, General
Cicero-North Syracuse High School 1987 — 1990
MassMutual Financial Group March 1996 - April 2012
Connecticut Mutual Insurance Company November 1981 - March 1996
Education
SUNY Geneseo
Bachelor of Arts (B.A.), History, Political Science