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 May 2013 - Present
MassMutual Financial Group February 2012 - May 2013
MassMutual Financial Group August 2011 - February 2012
MassMutual Financial Group February 2011 - August 2011
MassMutual Financial Group 2008 - March 2011
Advo, Inc (Now Valassis Direct Mail Inc) 2003 - 2005
ADVO, Inc. 2002 - 2003
LEGO October 1995 - March 2002
Skills
Outlook, Access, Excel, Word, Customer Service, Microsoft Office, PowerPoint, Customer Relations, Event Planning, Budgeting, Event Management, Administrative Support, Editing, Employee Relations, Insurance, Budgets, Administrative..., Forecasting, Microsoft Excel, Microsoft Word, Process Scheduler, Human Resources, Administration, Time Management
Education
Bay Path University 2015 — 2017
Bachelor’s Degree, Business Administration and Management, General
Bay Path University 1987 — 1989
Associates, Travel Administration
Palmer High School 1984 — 1987
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
CIGNA July 2012 - Present
CIGNA Healthcare May 2007 - January 2013
MassMutual Financial Group November 2006 - April 2007
CIGNA Healthcare June 2006 - October 2006
Dell 1999 - 2001
Skills
Quality Center, Rational Rose, SQL, A+ Certified, Test Director, UML, Manual Testing, Test Management, Regression Testing, Test Planning, Test Automation, System Testing, Defect Tracking, Test Cases, Testing, User Acceptance Testing, MySQL, Visio, SQL Server, Windows, PVCS, Access, Certified Scrum Master..., Requirements Analysis, Agile Methodologies, Business Analysis, Business Process, Microsoft SQL Server, Requirements Gathering, Scrum, Software Documentation, Systems Analysis, Project Management, Business Requirements, DB2, HP Quality Center
Education
University of Bridgeport 2003 — 2005
Masters, Technology Management
Bangalore University 1995 — 1999
Bachelor of Engineering (B.E.), Electronics and Telecommunication
Juda Kallus March 2015 - May 2015
American Mock Trial Assn December 2014 - May 2015
Deloitte January 2015 - January 2015
China Minsheng Banking Corp.ltd March 2014 - March 2014
MassMutual Financial Group February 2014 - February 2014
My Coffee Hut October 2013 - February 2014
Class Box October 2013 - October 2013
AIESEC May 2013 - October 2013
Skills
Leadership, Teamwork, Critical Thinking, Entrepreneurship, Microsoft Excel, Financial Accounting, Forensic Accounting, Financial Analysis, Microsoft Office, Team Leadership, Leadership Development, CRM, PowerPoint, Management, Market Research, Public Relations, Creative Solutions, Strategy, Social Entrepreneurship, Corporate Social..., Economics, Organizational..., Team Management, Sales, International Relations, Problem Solving, Fraud Examination
Education
City University of New York-Baruch College 2014 — 2016
Bachelor‘s degree, Accounting, 4.0/4.0
West Virginia University 2014 — 2014
Non-degree, Forensic Accounting and Fraud Examination, 81/100
Southwestern University of Finance and Economics 2012 — 2014
Bachelor's degree, Financial Management
Disability Management Services, Inc. May 2015 - Present
DMS 2015 - 2015
DMS 2015 - 2015
Elms 2015 - 2015
Elms 2015 - 2015
Health New England October 2012 - November 2014
Health New England May 2010 - October 2012
MassMutual Financial Group January 2006 - October 2009
MassMutual 1990 - 2009
MassMutual Financial Group January 2004 - January 2006
Skills
Benefits Administration, Coaching, Training, Customer Service, Software Documentation, Public Speaking, Budgets, Customer Satisfaction, Automation, Policy Analysis, Employee Benefits, HRIS, Deferred Compensation, Employee Relations, Performance Management, Onboarding, Insurance, Health Insurance, Human Resources, Talent Management, Organizational..., Strategic Planning, Personnel Management, Change Management, Policy, Analysis, Management, Process Improvement, Recruiting, Leadership, Talent Acquisition, Strategy, Vendor Management
Education
BayPath University 2013 — 2013
Bachelor of Arts
Bay Path University 2009 — 2010
Business
RHODE ISLAND COLLEGE 1983 — 1984
Accenture June 2008 - Present
The Hartford April 2012 - August 2012
ProSight Specialty Insurance January 2011 - May 2012
QBE June 2010 - December 2010
Pfizer Pharmaceuticals February 2010 - May 2010
MassMutual Financial Group July 2008 - February 2010
Babson College September 2004 - December 2007
GE Money May 2007 - August 2007
KeySpan May 2006 - September 2006
Skills
Project Management, Process Improvement, CRM, Data Migration, Financial Modeling, Management Consulting, Business Strategy, Financial Analysis, Business Analysis, Business Process..., Valuation, Finance, Entrepreneurship, Analytics, Corporate Finance, Data Analysis, Due Diligence, Strategic Financial..., Consulting, Strategic Planning, Requirements Analysis, Strategy, Management, Integration, Project Delivery
Education
Babson College 2004 — 2007
Bachelors, Fast Track Program - Strategic Management and Finance, 3.82 GPA on a 4.0 scale
WU (Vienna University of Economics and Business) 2006 — 2006
Study Abroad, Economics, Finance
M4 Financial Partners October 2013 - Present
MassMutual Financial Group May 2007 - October 2013
Northwestern Mutual September 1991 - May 2007
Rural Mutual Insurance 1984 - 1990
Skills
Life Insurance, Employee Benefits, Retirement, Insurance, Fixed Annuities, Term Life Insurance, Whole Life, Long Term Care Insurance, Financial Services, Disability Insurance, Special Needs, Medicare, 401k, Long-term Care, Sales, Retirement Planning
Education
Ball State University
Bachelor of Arts (BA), Education
E for Life LLC June 2013 - Present
Lincoln Financial Group June 2013 - July 2014
MetLife June 2013 - July 2014
MassMutual Financial Group June 2013 - July 2013
Allfinancial Group LLC June 2009 - August 2012
Skills
Financial Analysis, Market Research, Microsoft Office, Marketing, Data Analysis, Entrepreneurship, Marketing Strategy, Business Strategy, Finance, Sales, Social Media, Strategic Planning, Social Media Marketing, Insurance, Portfolio Management, Leadership, Teamwork
Education
Babson College 2010 — 2014
Business Administration and Management, Finance
Hong Kong Baptist University 2012 — 2013
Study Abroad
MassMutual Financial Group July 1997 - Present
Monarch Life Insurance Co 1987 - June 1997
Skills
Data Modeling, Business Intelligence, Data Warehousing, SDLC, Business Analysis, Cognos, Requirements Gathering, Business Requirements, Visio, Enterprise Architecture, DB2, ETL, Data Integration, SharePoint, Business Objects, Databases, Microsoft SQL Server, Disaster Recovery, Business Intelligence..., Dashboard, Performance Tuning, MS Project
Education
Bay Path College 2001 — 2003
Certificate of Information Technology, Information Technology, 3.9 GPA
Risk Sciences Group, Inc. December 2012 - Present
Broadspire May 2010 - December 2012
Crawford & Company May 2010 - August 2012
Specialty Risk Services 2003 - April 2010
The Hartford Insurance Company - Specialty Risk Services 2003 - April 2010
The Hartford 1998 - 2002
MassMutual Financial Group 1997 - 1998
Zurich Insurance 1982 - 1997
Zurich American Insurance 1982 - 1997
Skills
Program Management, Operational Excellence, Vendor Relations, Strategic Planning, Contract Negotiation, Procurement, Business Strategy, Planning, Customer Relations, Negotiation, Insurance, Integration, Claims Management, Process Improvement, Property & Casualty..., Vendor Management, Project Planning, Leadership, Outsourcing, Project Portfolio..., Business Analysis, Management, Project Management, IT Strategy, Liability, Requirements Gathering, SDLC, Customer Service, New Business Development, Business Development, Management Consulting, Business Process..., Executive Management, IT Service Management, Change Management, Risk Management, Claim, Workers Compensation, Business Process, Analysis, Strategy, Business Intelligence, CRM, PMO, Governance, Cross-functional Team..., PMP, Operations Management, Commercial Insurance
Education
Babson College - Franklin W. Olin Graduate School of Business
Professional Certificate, Executive Education, Moving from Managing to Leading
DePaul University
Bachelor of Science (BS), Business Admin/Information Systems
Lake Forest Graduate School of Management
The George Washington University - School of Business
Project Management Certificate, Project Management
Rotary International September 2015 - Present
Sterling Foundation Management, LLC May 2015 - Present
AREVA June 2013 - May 2015
AREVA August 2011 - June 2013
AREVA March 2008 - August 2011
Denneny for Congress January 2008 - March 2008
MassMutual Financial Group 2007 - 2008
Baruch College February 2007 - December 2007
GMS Group July 2007 - September 2007
Skills
Family Office, Charitable Remainder..., Contract Negotiation, Consultative Approach, Private Foundations, Strategy, Leadership, Analysis, Energy, Project Management, Business Planning, Sales, Budgets, Business Development, Policy, Training, Business Strategy, Team Building, Finance, Microsoft Excel, Market Analysis, Microsoft Office, Marketing, Process Improvement, Financial Analysis, Product Development, Marketing Strategy, Coaching, Start-ups, Philanthropy, Charitable Giving, Donor Advised Funds
Education
Baruch College, City University of New York (CUNY)
BBA in Finance & Investments, Business, Finance, English
City of Anderson July 2014 - Present
MassMutual Financial Group November 2013 - May 2014
City of Anderson January 2012 - September 2013
Campaign for Mayor March 2011 - December 2011
Self - Employed Elderly Care/ CrownPointe/ Vermillion Place May 2005 - July 2011
Skills
Public Relations, Strategic Communications, Government, Community Development, Community Outreach, Administrative..., Event Planning, Event Management, Events Coordination, Interpersonal..., Outstanding..., Skilled Relationship..., Public Administration, Grassroots Organizing, Public Policy, Grants, Administrative..., Public Speaking
Education
Ball State University 2006 — 2011
Bachelor of Science (BS), Political Science and Government
MassMutual Financial Group March 2013 - Present
Dowd Financial Services May 2012 - April 2013
University of Massachusetts Amherst March 2012 - December 2012
Intersport May 2011 - November 2011
L.A. Fitness April 2011 - July 2011
Australian Catholic University - Sydney January 2011 - April 2011
Anderson Events January 2011 - March 2011
Central Connecticut State University June 2009 - January 2011
University of Massachusetts Amherst September 2010 - December 2010
Amherst Youth Basketball League September 2010 - November 2010
Skills
Event Planning, Sports Management, Facebook, Sponsorship, Sports, Financial Services, Customer Service, Business Development, Creative..., Corporate Finance, Economics, Faith, Microsoft Office, Recruiting, Operations Management, Coaching, Counseling, Philanthropy, Leadership, Management
Education
FINRA - Series 7 & 66
Investment Broker & Advisor
Connecticut Partnership for Long-Term Care
NIPR - Life & Health License
Annuities, Life, Disability, Long-Term Care & Health Insurance
University of Massachusetts Amherst 2007 — 2011
Dual Bachelors of Business Administration, Sport Management, Corporate Finance & Operation's Management, Economics
Australian Catholic University 2011 — 2011
Dual Bachelors of Business Administration, Sport Management, Corporate Finance & Operation's Management, Economics
Bristol Eastern High School 2004 — 2007
High School Diploma, General Education
Chippens Hill Middle School 2002 — 2004
General Education
St. Anthony's Catholic School 1996 — 2002
General Education & Religion
Bay Path University July 2014 - Present
Bay Path University January 2004 - Present
Bay Path University January 2014 - July 2014
Fusion Cross-Media September 2011 - July 2014
MassMutual Financial Group 2002 - 2004
MassMutual Financial Group 1999 - 2002
MassMutual Financial Group 1996 - 1999
BayBank 1988 - 1996
Education
Bay Path University 2001 — 2002
Masters (Accelerated Program), Communication and Information Management, GPA 3.89
Bay Path University 2000 — 2001
Bachelor of Science (B.S.) (Accelerated Program), Business Management, GPA 3.98 - graduated summa cum laude
American Institute of Banking 1990 — 1993
General Banking Diploma, Banking
Employers Association of the NorthEast December 2012 - Present
Employers Association of the NorthEast February 2008 - Present
MassMutual Financial Group March 2006 - October 2007
ISO New England October 1999 - September 2005
Skills
Grant Writing, Customer Service, Leadership, Leadership Development, Staff Development, Time Management, Technical Writing, Onboarding, Performance Management, Talent Management, Management, Nonprofits, Strategy
Education
Bay Path University 2000 — 2002
Management
University of Northern Colorado 1983 — 1984
Accounting
TruGreen July 2015 - Present
Chemsearch April 2014 - July 2015
Radiator Depot October 2012 - April 2014
Self employed June 2012 - November 2012
MassMutual Financial Group July 2008 - May 2012
CCP Industries October 2003 - October 2008
Various Placement Companies September 1998 - March 2002
Cardone Industries, Inc May 1996 - July 1998
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Series 63, Series 6, Life & Health Insurance..., Sales, Sales Presentations, Management, Account Management, Insurance, Term Life Insurance, Cold Calling, Investments, Customer Service, New Business Development, Recruiting, Sales Management, Leadership
Education
Oral Roberts University 1993 — 1996
BS, International Business
ORU
B.S, International Business
Ball State University 1991 — 1993
Northrop High School 1987 — 1991
MassMutual Financial Group March 2011 - Present
Borough Boy Financial / Sales Corp. January 1995 - March 2012
Parigi Group January 1999 - August 2011
Skills
Permanent Life Insurance, Long Term Care Insurance, Retail, Disability Insurance, Merchandising, Apparel, Sales, Negotiation, Fixed Annuities, Wholesale, Finance, Sales Management, Term Life Insurance, Investments, Client Relations Skills, Denim, Tech Packs, Trend Analysis, Account Management, Marketing Strategy, Private Label, Perm, Perman, dis, Long, Fixed, Term, Invest, Sales Man, Client Relations
Education
Baruch College
Business Management & Marketing
Norman Broad and Associates 1997 - Present
MassMutual Financial Group June 1985 - July 1997
Home Life Insurance 1976 - 1985
Wang Laboratories 1973 - 1976
Skills
Retirement Planning, Mutual Funds, Wealth Management, Strategic Financial..., Series 7, Retirement, Financial Analysis, Securities, Investments, Portfolio Management, Series 63, Finance, Asset Managment, Managerial Finance, Equities, Financial Reporting, Fixed Income, Tax, 401k, Estate Planning, Insurance, Financial Planning, Mergers & Acquisitions, Fixed Annuities, Small Business, Asset Management
Education
Baruch College 1963 — 1967
BBA Accounting, Accounting and Finance
Cigna June 2005 - June 2013
Cigna April 2001 - June 2005
Cigna October 1999 - April 2001
Emerald Financial Planning June 1999 - October 1999
MassMutual Financial Group July 1994 - May 1999
Skills
Employee Benefits, Healthcare, Project Management, Benefits Administration, HIPAA, Healthcare IT, Business Analysis, Process Improvement, Requirements Gathering, Managed Care, Requirements Analysis, Business Requirements, Business Process..., Project Implementation, Risk Management, Risk Analysis, Compliance, Consultants, Business Acumen, Business Strategy, Strategic Communications, Healthcare Information..., CRM, Access, PMP, Performance Management, Human Resources, Analysis, Vendor Management, Health Insurance, Insurance, Business Development, Program Management, Visio, SDLC, Change Management, Project Portfolio..., Software Documentation, Business Process, Resource Management, PMO, SharePoint, SharePoint Designer, Salesforce.com, Lean Transformation, Pharmacy, FSA, Health Savings Accounts, Healthcare Reimbursement, COBRA
Education
Nova Southeastern University 2012 — 2015
Master of Business Administration (M.B.A.), Project Management, Process Improvement, A
Barry University 2001 — 2005
BSIT, Information Technology
Baystate Health September 2014 - Present
Accountable Care Associates April 2013 - February 2015
MassMutual Financial Group August 2007 - March 2013
MassMutual Financial Group October 2004 - August 2007
MassMutual Financial Group January 2001 - October 2004
MassMutual Financial Group February 1986 - January 2001
Skills
Working knowledge of..., Working knowledge of..., Working knowledge of..., Analysis, Management, Risk Management, Tax, Retirement Planning, Insurance, Training, Policy, System Administration, Microsoft Office, Microsoft Excel, Outlook, Customer Service, Vendor Management, Business Analysis, Software Documentation, Process Improvement, HIPAA, Leadership
Education
Bay Path College 2008 — 2010
M.S., Communication and Information Management
Towers Watson August 2013 - Present
MassMutual Financial Group September 2008 - August 2013
MassMutual Financial Group August 2006 - September 2008
ClickSoftware August 2004 - July 2006
E&I Cooperative Purchasing October 2002 - February 2004
Molecular February 2001 - July 2002
Skills
Marketing Communications, Email Marketing, Digital Marketing, Marketing Strategy, Social Media, Copywriting, Social Media Marketing, Marketing, Product Marketing, Public Relations, Lead Generation, Corporate Communications, Integrated Marketing, Strategy, Management, Content Strategy, Strategic Communications, Leadership, Internal Communications, Direct Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
MBA, Marketing/Social Entrepreneurship
Syracuse University - Newhouse School of Public Communications 1996 — 2000
BS, Public Relations/Spanish/Policy Studies
Team Epic July 2015 - Present
University of Massachusetts Amherst September 2011 - May 2015
MassMutual Financial Group May 2014 - December 2014
University of Massachusetts Amherst August 2012 - August 2013
American Cancer Society August 2011 - June 2012
Skills
Public Speaking, Facebook, Sports, Event Planning, Social Media, Editing, Research, Social Networking, Fundraising, Photoshop, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Bloomberg Terminal, Voiceovers, Sports Marketing
Education
University of Massachusetts, Amherst 2013 — 2015
MBA/MS Sport Management
Bates College 2007 — 2011
Bachelor of Arts (B.A.), Rhetoric
South Hadley High School 2003 — 2007
MassMutual Financial Group 2010 - Present
Castle Group January 2009 - November 2011
The Continental Group February 1996 - October 2009
Skills
Insurance, Retirement, Investment Properties, Customer Service, Disability Insurance, Property Management, Long Term Care Insurance, Finance, Property, Investments, Retirement Planning, Access, Fixed Annuities, Financial Analysis, Strategic Financial..., Condos, Apartments, Outlook, Real Estate, Rentals
Education
Florida International University - College of Business Administration 2000 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Barry University 2001 — 2005
Bachelor of Science (B.S.), Physical Therapy/Therapist
Miami Dade College 2000 — 2002
Associate of Science (A.S.)
MassMutual Financial Group February 2015 - Present
ADP Retirement Services June 2009 - February 2015
Fidelity Investments January 2004 - May 2009
Putnam Investments June 2001 - September 2003
Skills
401k, Insurance, Retirement, Marketing, Financial Advisory, Investments, Business Development, ADP Payroll, Employee Benefits, Series 63, Banking, Series 6, Retirement Planning, Mutual Funds, Sales
Education
Franklin College, Switzerland 2000 — 2001
International Finance, International Finance
Baldwin-Wallace College 1997 — 2001
BS, Business
NBCUniversal, Inc. October 2013 - Present
MassMutual Financial Group 2008 - Present
MML Investors Services, Inc December 2006 - April 2008
MassMutual Financial Group 1999 - 2006
Skills
AccessData Certified..., Information Security, Computer Forensics, Risk Management, Troubleshooting, Disaster Recovery, Computer Security, Windows, Windows 7, Computer Hardware, Software Documentation, Iron Mountain Digit..., CA DLP Orchestria, Email Archiving, Archives, Active Directory, Analysis, Call Centers, Litigation Support, Visio
Education
Bay Path College 2003 — 2005
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Springfield Technical Community College 2001 — 2003
Associates, Graphic Design
Norwich University 1998 — 1999
History
East Longmeadow High School 1994 — 1998
Hoopis Financial Group April 2014 - Present
Lenox Advisors December 2010 - April 2014
NAIFA 2009 - 2011
Rabjohns Financial Group/New England Financial November 2008 - December 2010
MassMutual Financial Group 2000 - 2002
AIA & Manulife 1985 - 2000
Skills
Retirement Planning, Insurance, Wealth Management, Risk Management, 401k, Investments, Fixed Annuities, Asset Management, Long Term Care Insurance, Mutual Funds, Financial Services, Small Business, Retirement
Education
Babson College 1995 — 1999
LIMRA Leadership Institute Fellow, Financial Services
University of Pennsylvania - The Wharton School 1995 — 1999
LIMRA Leadership Institute Fellow, Financial Services
Midland University
Bachelor’s Degree, Behavioral Sciences
OptumInsight May 2013 - Present
CIGNA Healthcare March 2012 - April 2013
Alterra Capital Services USA LLC (formerly known as Max Specialty) January 2011 - March 2012
MassMutual Financial Group March 2010 - January 2011
MassMutual Financial Group October 2009 - April 2010
Sagarsoft - USA May 2004 - October 2009
MassMutual Financial Group July 2009 - September 2009
John Hancock February 2009 - May 2009
MassMutual January 2008 - January 2009
Phoenix Life Insurance Company July 2007 - December 2007
Skills
Test Management, Test Automation, Project Planning, Test Planning, QTP, Quality Assurance, Testing, Requirements Analysis, Quality Center, SDLC, Agile Methodologies, System Testing, Regression Testing, Requirements Gathering, Business Analysis, Manual Testing, Software Project..., Integration, .NET, Scrum, Performance Testing, Test Strategy, Oracle, Software Documentation, User Acceptance Testing, LoadRunner, WinRunner, Defect Tracking, Software Quality..., Process Improvement, Business Requirements, Integration Testing, HP Quality Center
Education
University of Bridgeport 2001 — 2003
Master of Science, Mechanical, IT, Robotics, Management
Bangalore University 1994 — 1998
B.E, Mechanical Engineer
Sardar Patel High School 1989 — 1992
highschool, Science and math
MassMutual Financial Group July 2011 - Present
MassMutual 1989 - Present
MassMutual Financial Group September 1998 - April 2012
Skills
Vendor Management, Business Strategy, Strategic Planning, SDLC, IT Management, Insurance, Outsourcing, Mentoring, Resource Management, Call Center, Operations Management, Financial Management, Business Process..., Risk Management, Process Improvement, Managerial Finance, Business Requirements, Business Analysis, Leadership, Requirements Analysis
Education
Babson College 2011 — 2011
Society for Information Management Professional
Western New England College 1986 — 1989
Bachelor of Business Administration (B.B.A.), Marketing
MassMutual Financial Group September 2014 - Present
MassMutual Financial Group February 2013 - September 2014
MassMutual Financial Group November 2011 - February 2013
MassMutual Financial Group November 2010 - November 2011
MassMutual Financial Group May 2007 - November 2010
Skills
Financial Services, Insurance, Call Centers, Customer Service, Disability Insurance, Life Insurance, Outlook, Series 6, Variable Life, Business Analysis, Management, Process Improvement
Education
Bay Path College
MassMutual Financial Group 2013 - Present
The Blue Card January 2010 - Present
National Center for Learning Disabilities March 2011 - December 2012
Skills
Nonprofits, Financial Reporting, Program Development, Human Resources, Employee Benefits, Employee Training
Education
Baruch College
MassMutual Financial Group January 2014 - Present
Blue Chip Circle February 2010 - January 2014
USIG Product Management May 2007 - February 2010
MassMutual Financial Group January 2002 - May 2007
Skills
Leadership, Human Resources, Management, Training, Business Planning, Customer Service, Business Process, Insurance, Finance, Practice Management, Business Relationship..., Access, Retirement Planning, Employee Benefits, Project Planning, Retirement, Life Insurance, Investments, Financial Services, Fixed Annuities
Education
Bay Path University 2005 — 2008
Bachelors, Executive Business Management
BayPath College 2005 — 2008
Bachelors of Science, Business Management
Granby High School 1980 — 1983
High School Diploma, 12
Morgan Stanley August 2015 - Present
Tangible Concepts Consulting February 2012 - Present
Morgan Stanley 2013 - 2015
Linq Financial Group March 2009 - July 2013
MassMutual Financial Group March 2009 - July 2013
WallStreet*E Financial Services March 2007 - March 2009
MetLife Financial Services May 2006 - February 2007
Skills
Insurance, Compliance, Securities, FINRA, Valuation, Risk Management, Data Analysis, Research, Management Consulting, Operations Management, Business Process..., Business Strategy, Employee Management, Employment Law, Six Sigma, Mutual Funds, Investments, Strategic Financial..., Financial Services, Finance, Retirement Planning, Banking, Long Term Care Insurance, Long-term Care, Fixed Annuities, Trading, Disability Insurance, 401k, Financial Advisory, Retirement, Wealth Management, Asset Allocation, Asset Management, Series 63, Life Insurance, Series 7, IRAs, Variable Annuities, Investment Strategies, Series 24, Financial Planning
Education
Villanova University 2012 — 2012
Six Sigma Green Belt
Nova Southeastern University 2008 — 2011
MBA, Finance, 3.7
Barry University 2001 — 2005
BA, Finance/Economics
All Saints Cathedral 1998 — 2001
High School Diploma
Genworth February 2013 - Present
Genworth November 2011 - February 2013
Genworth Financial July 2007 - October 2011
GE Capital (spun off as Genworth Financial in 2004) 2002 - 2007
GE Capital 1999 - 2002
Wells Fargo (Wachovia Investments, Central Fidelity, James Mitchell & Co) 1994 - 1999
MassMutual Financial Group 1992 - 1994
Skills
Cross-functional Team..., Marketing, Management, Marketing Strategy, Leadership, Insurance, Fixed Annuities, Business Development, Segmentation, Strategic Planning, Long-term Care, Product Development, Financial Services, Analytics, Product Management, Direct Marketing, CRM, Salesforce.com, Competitive Analysis, Marketing Communications, Life & Health Insurance..., NASD Registered Rep,..., Sales, Life Insurance, Strategy, Finance, Program Management, New Business Development, Product Marketing
Education
University of Virginia Darden School of Business
Advanced Leadership Program
Averett University 1995 — 1998
Master of Business Administration (MBA)
Loyola University Maryland 1988 — 1992
Bachelor of Arts (B.A.), Psychology
Katholieke Universiteit Leuven 1990 — 1991
Jr. Year Study Abroad, Psychology & Statistics
Phillips Financial April 2010 - August 2015
Banking Industry May 2006 - April 2010
MassMutual Financial Group January 2004 - May 2006
Ash Brokerage 2002 - 2004
Education
Ball State University - College of Business 1998 — 2002
B.S. in Finance, Personal Financial Management
MassMutual Financial Group July 2013 - Present
NYLIFE Securities LLC January 2009 - July 2013
Peabody Area Chamber of Commerce January 2010 - 2011
Lynn Area Chamber of Commerce 2009 - 2011
Iron Mountain September 1996 - December 2008
Iron Mountain January 2007 - August 2008
Iron Mountain September 1996 - August 2008
Iron Mountain September 1996 - March 2000
General Electric November 1995 - September 1996
Skills
Financial Advisory, Investment Advisory, Estate Planning, Retirement Planning, Investments, Variable Annuities, Fixed Annuities, Long-term Care, Life Insurance, Strategic Planning, Income Tax, Leadership, Financial Risk, Trust Services, Trusted Advisor, Creative Strategy, Service Awards, Compliance, Communication Skills, Solution Development, Management, Enterprise Software, Process Improvement, Strategy, Finance, Vendor Management, Business Analysis, Program Management, Project Management, Business Development, Team Building, Sales, Portfolio Management, Risk Management, CISA, Employee Benefits, CISM, Financial Services, ITIL, Mergers & Acquisitions, Building Relationships, Executive Management, Small Business
Education
Babson College - Franklin W. Olin Graduate School of Business 1983 — 1985
MBA, MIS, Finance
College of the Holy Cross 1978 — 1982
BA, Economics
Lynn English High School 1975 — 1978
Diploma, College
MassMutual Financial Group July 2012 - Present
John Hancock Life Insurance Company (U.S.A.) June 2006 - June 2012
FSC Securities January 2005 - April 2006
AXA US January 2003 - December 2004
Skills
Retirement Planning, Mutual Funds, Insurance, Wealth Management, Investments, Fixed Annuities, Long-term Care, Strategic Financial..., Retirement, Series 63, Strategic Planning, Leadership, Series 6
Education
Baruch College, City University of New York (CUNY)
Finance and Financial Management Services
Infinex Financial Group November 2013 - Present
Harvest Capital LLC April 2013 - Present
MassMutual Financial Group October 2010 - April 2013
Concord Hospital July 1996 - December 2010
Skills
Investments, Securities, Socially Responsible..., Finance, Mutual Funds, Retirement Planning, Sustainable Investing, Wealth Management, Strategic Financial..., Financial Services, Variable Annuities, Retirement Income..., Equity Indexed Annuities, Fixed Annuities, Indexed Annuities, Insurance, Disability Insurance, 401k, Financial Advisory, Employee Benefits, Life Insurance, Analysis, Risk Management, Long Term Care Insurance, LGBT community, Data Analysis, Financial Planners, Budgets, Gap Analysis, Business Analysis, Strategic Planning, Project Planning, Customer Service, Process Improvement, Microsoft Excel, Professional Women, Women Leaders, Estate Planning, Series 63, Series 7
Education
Baldwin-Wallace College
University of New Hampshire
University of Notre Dame
MassMutual Financial Group 2006 - Present
MassMutual 2000 - 2009
MassMutual July 2003 - September 2006
Education
Bay Path University 1984 — 1986
Classical High School Springfield MA. 1980 — 1984
High School
The PFE Group November 2013 - Present
MassMutual Financial Group June 2010 - October 2013
Fidelity Investments August 2006 - February 2009
Fidelity Investments 2002 - 2006
Fidelity Investments 2000 - 2002
Fidelity Investments 1997 - 2000
Towers Perrin 1993 - 1997
Allmerica Financial 1988 - 1993
Allmerica Financial 1984 - 1988
Skills
Employee Benefits, Internal Communications, Regulatory..., Compliance, Pensions, 401k, Health and Wellness..., Annual Enrollment, Knowledge Management, Employee Engagement, Writing, Editing, Voice Over, Analytics, Benefits Administration, Project Planning
Education
Babson College 1980 — 1982
MBA, Investment Finance
Bentley University 1976 — 1980
BS, Business Communications
HD Vest Financial Services October 2015 - Present
Open Water Group July 2015 - Present
Harper Landscaping June 2011 - Present
Lessons by Lindsey June 2010 - Present
MassMutual Financial Group May 2013 - January 2015
Miss Rodeo Virginia Program January 2012 - January 2013
Frank H. Harper CPA April 2007 - June 2011
Wilson Chamber of Commerce January 2010 - January 2011
Skills
Marketing, Financial Accounting, Tax Preparation, Marketing Communications, Business, Communication Skills, Public Speaking, Public Relations, QuickBooks, Microsoft Excel, Microsoft Word, Social Media Marketing, Management, Disability Insurance, Small Business..., Licensed Life & Health..., Retail, Social Networking, Event Planning, Strategic Planning, Accounting, Small Business, Horses, Social Media, Accounts Receivable, Insurance, Payroll, Accounts Payable, Bookkeeping, Tax, Strategic Financial..., Leadership, Budgets, Time Management, Financial Analysis
Education
Barton College 2009 — 2013
Batchelor of Science, Accounting and Business/Management, Senior
BBVA Compass November 2014 - Present
LPL Financial April 2010 - November 2014
Raymond James Financial, Inc. 2004 - 2010
MassMutual Financial Group 2001 - 2004
The Hartford January 2000 - February 2001
Skills
Tax, Investments, Financial Planning, Estate Planning, Retirement Planning, Certified Financial..., Insurance, CLU, Employee Stock Options, Business Valuation, Life Insurance, Long Term Care Insurance, Disability Insurance, Health Insurance, Program Management, Banking, Strategic Financial..., Finance, Financial Planners, Financial Services, Asset Managment, Portfolio Management, Retirement, FINRA, Investment Management, Series 63, Loans, Fixed Annuities, Risk Management, Asset Management
Education
Bay Path College 2002 — 2003
Master’s Degree, Communication and Information Management
Union College 1995 — 1999
Bachelor’s Degree, Political Science
West Springfield High School 1991 — 1995
High School, College Prep
MassMutual Financial Group July 2012 - March 2014
New York Life Insurance Company June 2008 - July 2012
Hy-Vee October 2001 - March 2008
Skills
Term Life Insurance, Insurance
Education
Avila University 2000 — 2002
Climax Springs High School
Aspen Square Management June 2015 - Present
MassMutual Financial Group June 2014 - August 2014
MassMutual Financial Group June 2013 - August 2013
Kyle Alexandra Wardrobe & Style Consulting January 2013 - May 2013
MassMutual Financial Group June 2012 - August 2012
Critter Caps January 2012 - May 2012
Skills
Marketing, Data Analysis, Human Resources, Retail, Teaching, Curriculum Design, Research, Public Speaking, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Higher Education, Entrepreneurship, Event Planning, Microsoft Word, Leadership, Fundraising, Economics, Market Research, Teamwork, Social Networking, Strategic Communications
Education
Babson College 2011 — 2015
Bachelor of Science, Global Business Management; Marketing
University of New South Wales 2014 — 2014
International Marketing
Palmer High School 2007 — 2011
High School Diploma
Json Knepper Social Consulting September 2011 - Present
Knepper's Alaska Fish Camp June 2000 - Present
Ninilchik Charters March 2011 - August 2011
MassMutual Financial Group April 2009 - January 2011
FMC Financial Group April 2009 - January 2011
Apple Store Victoria Gardens July 2008 - April 2009
Apple Store Fashion Island August 2007 - July 2008
Azusa Pacific University September 2005 - May 2007
Knepp Kraft Construction Company May 2001 - September 2005
Hume Lake Christian Camps 2003 - 2005
Skills
Business Planning, Customer Service, Social Media, Web Design, Graphic Design, Event Management, Event Planning, Public Speaking, Strategy, Marketing, Leadership, Sales, Public Relations, Management, Social Media Marketing, Social Networking, Microsoft Office
Education
Azusa Pacific University 2003 — 2007
BA, Business Administration
Brethren Christian
California Insurance
Alzheimer's Association® October 2014 - Present
Bay Path College March 2010 - Present
Sea Oats Group February 2014 - October 2014
AMB Wellness Solutions January 2013 - January 2014
Alzheimer's Association April 2010 - January 2013
Self-Employed July 2008 - January 2011
Springfield Public Schools June 2006 - June 2008
Springfield Public Schools November 2004 - June 2008
MassMutual Financial Group August 2003 - May 2004
MassMutual Financial Group May 2002 - August 2003
Skills
Special Events, Fundraising, Public Relations, Public Speaking, Community Outreach, Marketing Communications, Teaching, Social Networking, Event Planning, Event Management, Social Media, Marketing, Leadership, Grant Writing, Marketing Strategy, Program Management, Volunteer Management, Sponsorship, Social Media Marketing, Facebook, Strategic Planning, Staff Development, Coaching, Media Relations, Strategic Communications, Community Development, Press Releases, Corporate Communications, Publicity, Crisis Communications, Nonprofits, Entrepreneurship, Training, Time Management, Research, Management, Newsletters, Blogging, Budgets, Grants, Project Planning, Editing, Interviews, Employee Training, Leadership Development, Program Development, Creative Direction, Customer Service, Copywriting, Philanthropy
Education
Bay Path University 2009 — 2011
Master of Business Administration (M.B.A.), Entrepreneurial Practices and Innovative Thinking
Bay Path University 2009 — 2011
Master’s Degree, Nonprofit Management
Bay Path University 2003 — 2003
M.S., Communications and Information Management
Simmons College 1998 — 2002
B.A, Public Relations & Marketing Communications and Arts Administration
Cathedral High School 1994 — 1998
CoreLogic August 2013 - February 2014
MassMutual Financial Group January 2012 - May 2013
Prudential Financial October 2009 - November 2011
Skills
Manual Testing, Agile & Waterfall..., Scrum, HP Quality Center, Microsoft SQL Server..., Test Planning, Selenium WebDriver, Web Services, Mercury QuickTest Pro, LoadRunner, SoapUI, User Acceptance Testing, JIRA, Test Cases, Test Director, MySQL, Toad, XML, Bugzilla, Version One, Unix, ClearQuest, ClearCase, Smoke Testing, Oracle 10G, Oracle SQL Developer, Exploratory Testing, GUI Testing, Functional Testing, Black Box Testing, Unit Testing, Integration Testing, Regression Testing, Database Testing, Cross-browser..., Requirements Gathering, Requirements Analysis, Test Execution, STLC, SDLC, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research
Education
City University of New York-Baruch College 2008 — 2010
Bachelor of Business Administration (BBA/110cr)
Borough of Manhattan Community College 2004 — 2007
Associate's degree
The Depository Trust & Clearing Corporation April 2015 - Present
Babson Capital Management LLC March 2013 - April 2015
Babson Capital Management LLC June 2010 - March 2013
Babson Capital Management LLC January 2008 - June 2010
MassMutual Financial Group May 2006 - December 2007
MassMutual Financial Group May 2001 - May 2006
Sovereign Bank March 2000 - November 2000
BankBoston July 1997 - March 2000
The Children's Study Home June 1994 - July 1997
Skills
Project Management, Media Relations, Fundraising, Regulatory Analysis, Non-profits, Newsletters, Management, Blogging, Marketing Strategy, Marketing Communications, Analysis, Due Diligence, Event Planning, Social Media, Leadership, Social Media Marketing
Education
University of Massachusetts, Amherst 1998 — 2001
MBA, Marketing
Barry University 1990 — 1994
Bachelors of Arts, English, Professional Writing
Georgetown University/Fund for American Studies
Certificate, Institute of Political Journalism
Southwick High School 1986 — 1990
Broadway Tax Professionals January 2014 - Present
Independent Consulting May 2012 - December 2013
International Association of Business Communicators January 2006 - December 2012
EY January 2011 - September 2011
Thomson Reuters June 2009 - October 2009
MassMutual Financial Group July 2006 - June 2009
Fashion Institute of Technology August 2004 - June 2005
TIAA-CREF January 2004 - May 2004
Baruch College February 2002 - January 2004
Skills
Marketing, Social Media, Social Media Marketing, Business Development, Marketing Communications, Event Planning, Event Management, Marketing Strategy, Management, Program Management, Account Management, Nonprofits, Email Marketing
Education
City University of New York-Baruch College 2002 — 2004
Master of Science (MS), Higher Education/Higher Education Administration
Pace University 1996 — 2000
BA, History
Venerate Media Group August 2015 - Present
Wagner College January 2015 - Present
Digimind June 2015 - August 2015
Wagner College December 2014 - May 2015
Central Amusement International, LLC December 2014 - April 2015
Central Amusement International, LLC July 2014 - December 2014
Eden II Programs (Serving People with Autism) September 2012 - October 2014
The Wendy's Company April 2006 - April 2012
MassMutual Financial Group February 2011 - August 2011
Skills
Leadership, Time Management, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Teamwork, Microsoft Office, Management, Social Networking, Fundraising, Marketing, Event Planning, Budgets, Social Media Marketing, Public Speaking, Customer Service, Facebook, Event Management, Analysis, Nonprofits, Sales, Community Outreach, Salesforce, Digital Strategy, Content Marketing, LinkedIn Advertising, HootSuite, Social Listening, Buffer, Social Media Blogging, Digital Marketing, Finance
Education
Wagner College 2012 — 2016
Master of Business Administration (MBA), International Business
City University of New York-Baruch College 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance
MassMutual Financial Group March 1998 - Present
Skills
Long Term Care Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Estate Planning, 401k, Trust Services, Investment Strategies, Disability Insurance, Employee Benefits
Education
Oakland Community, Barry University, American College 1976 — 1980
Liberal Arts, Accounting/Finance/Economics
Barry University
Accounting /Finance
China Media Capital June 2015 - August 2015
CICC July 2013 - August 2013
Haitong International Securities Group May 2013 - July 2013
Ernst & Young December 2012 - January 2013
MassMutual Financial Group August 2012 - August 2012
Ernst & Young May 2012 - August 2012
Skills
Economics, Microsoft Excel, PowerPoint, Data Analysis, Financial Analysis, Research, English, Financial Accounting, Statistics, Risk Management, Social Media, M&A analysis, Valuation Modeling, Matlab, R, C++, Bloomberg, Stata
Education
Columbia University in the City of New York 2015 — 2017
Master of Science (MS), Actuarial Science
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics
UC Berkeley College of Engineering 2011 — 2015
Bachelor of Science (BS), Industial Engineering and Operation Research (IEOR), Minor
Baruch College, City University of New York (CUNY) 2014 — 2014
MFE Certificate, C++
The Chinese University of Hong Kong 2012 — 2012
Visiting Exchange Student at CUHK Business School, Business Administration
High School Affiliated to Renmin University of China (RDFZ) 2007 — 2010
HS Diploma, Liberal Arts and Sciences, General Studies, 4.0
MassMutual Financial Group February 2015 - Present
Bay Path University August 2009 - Present
Baystate Health July 2008 - February 2015
The Hartford December 2006 - July 2008
Hire 1-2-3 December 2005 - December 2006
Cooley Dickinson Hospital April 2004 - December 2005
The Hartford March 2002 - April 2004
Southern Sun-Sations February 1997 - March 2002
Skills
Diversity Recruitment, Diversity, Lean Initiatives, Lean Healthcare, Higher Education, Adult Education, Career Counseling, Recruiting, Process Improvement, Personal Branding, Personal Development, A3 Thinking, Diversity & Inclusion, Diversity Champion, Lean Manufacturing, Healthcare, Talent Management, Human Resources, Sourcing, Training, Talent Acquisition, Public Speaking, CRM, Employee Benefits, Personnel Management, Strategy, Hiring, Policy, Time Management, Organizational..., Analysis
Education
Bay Path University 2005 — 2008
MBA, Entrepreneurship and Innovation
Bay Path University 2001 — 2005
BS, Executive Management
Belchertown High School 1994 — 1997
MassMutual Financial Group June 2015 - Present
Chai Lifeline June 2012 - Present
Albert Einstein College of Medicine January 2014 - May 2014
Jackson North Medical Center June 2013 - July 2013
Stern College for Women January 2013 - May 2013
Skills
Therapists, Research, Stress Management, Psychiatry, SPSS, Psychology, Statistics, Data Analysis, Qualitative Research, Google Groups, Microsoft Office, PowerPoint, Quantitative Research, Microsoft Excel, Public Speaking, Research Design, Microsoft Word, Human Resources, Organizational..., Recruiting
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master of Science (M.S.), Industrial and Organizational Psychology
Yeshiva University 2011 — 2015
Bachelor of Arts (BA), Psychology
MassMutual Financial Group August 2014 - Present
Saslow Lufkin & Buggy, LLP July 2012 - July 2014
KPMG March 2006 - June 2012
Education
Bates College
University of Connecticut
MassMutual Financial Group October 2013 - Present
MassMutual Financial Group March 2012 - October 2013
MassMutual Financial Group January 2011 - March 2012
MassMutual Financial Group April 1996 - December 2010
MassMutual Financial Group 2000 - 2008
MassMutual Financial Group 1995 - 2000
Wing Memorial Hospital March 1990 - September 1994
>LensCrafters February 1988 - February 1990
Skills
ERISA, Public Speaking, Employee Benefits, Dental, Benefits, Benefits Administration, RFP, Retirement, Performance Management, Compliance, Vendor Management, Customer Relations, Process Improvement, PowerPoint, Excel, Customer Service, Coaching, Documentation, Word, Microsoft Office, Problem Solving, 401k, Disability Insurance, Internal Communications, Mentoring, Vendor Relations, Health Insurance, Team Building, Team Leadership, Training Delivery, Training Skills, Recruiting, Talent Management, Cross-functional Team..., Project Management, Management, Vendor Management Skills, Mergers & Acquisitions, Section 125 Plans, Employee Training, SAP HR, SAP Implementation, Healthcare Consulting, HR Consulting, Training, Pension Administration, Retirement Plan..., New Hire Orientations, Onboarding, Defined Benefit
Education
Bay Path College 2011 — 2014
BA; Liberal Arts and Sciences, Majoring in Human Resources, A
Bay Path College 2007 — 2010
Associates Degree in Liberal Arts and Sciences, Business Administration and Management, General, A
Fazzi Associates February 2014 - January 2015
Baystate Health September 2013 - November 2013
Hampden County Physicians February 2012 - March 2013
Hampden County Physicians & Accountable Care Assoc March 2010 - January 2012
Silverleaf Resorts Inc July 2009 - August 2009
MassMutual Financial Group February 1996 - May 2008
General Dynamics November 1995 - January 1996
Spalding Sports Worldwide September 1981 - August 1995
Skills
SDLC, Microsoft SQL Server, Access, Software Documentation, Integration, Troubleshooting, Databases, Software Development, Quality Assurance, Analysis, Software Implementation, System Administration, EHR, Testing, Training, Crystal Reports, Technical Support, Data Analysis, Data Warehousing, Data Modeling, Financial Reporting, Hands-on Training, CPOE, Microsoft Excel, Help Desk Support, Operational Efficiency, Security Management, Dependable Team Player, Remote Troubleshooting, Requirements Management, Open Minded, Continuous Improvement, System Migration, Auditing, Legacy Modernization, Process Enhancement, Process Analysis, Change Control, Upgrades, Asset Management, Windows 7, Deployment Strategies, Test Cases, Regression Testing, User Acceptance Testing, Browsers, Business Intelligence, User Experience, Online Marketing, Distance Learning
Education
New Horizons Computer Learning Center 2008 — 2010
Certificates, Technical
Westfield State University 2005 — 2006
Complementary Studies
Bay Path University 2001 — 2003
Certification, Information Technology Program
Springfield Technical Community College 1983 — 1987
IT Languages (FORTRAN, Assembler)
Holyoke Community College 1979 — 1981
AS, Computer Science
Associated Financial Consultants & Investor Services November 2013 - Present
MassMutual Financial Group May 2011 - November 2013
John Hancock Financial Network April 2009 - June 2011
Skills
Disability Insurance, Securities, Retirement Planning, Long Term Care Insurance, Educational Consulting, Life Insurance, Strategic Financial..., Retirement, Insurance, Portfolio Management, Financial Services, Employee Benefits, Health Insurance, 401k
Education
Barry University 2005 — 2008
MBA/MSSM, Graduate School
University of Florida 2001 — 2005
B.S., Sport Management
Spanish River High School 1997 — 2001
Massachusetts Mutual Life Insurance Company 2009 - Present
MassMutual Financial Group September 2009 - December 2009
MassMutual February 2009 - September 2009
MassMutual Financial Group January 2003 - February 2009
MassMutual September 2001 - January 2003
Education
Bay Path University 2009 — 2010
Master, Business Administration
Bay Path University 2005 — 2007
Masters, Communication & Information Management
Bay Path University 1999 — 2001
BS, Criminal Justice
Holyoke Community College 1997 — 1999
AS, Liberal Arts
Financial Engines August 2009 - September 2014
Financial Engines August 2007 - August 2009
MassMutual Financial Group March 2006 - August 2007
Fidelity Investments June 2004 - March 2006
Fidelity Investments February 2000 - June 2004
Fidelity Investments July 1999 - January 2000
Fidelity Investments July 1997 - July 1999
Education
Babson College 1990 — 1991
Master of Business Administration (MBA), International Marketing & Finance, 3.0
Boston University 1984 — 1988
Bachelor of Arts (B.A.), Economics with a business minor, 3.5 (cum laude)
MassMutual Financial Group January 2009 - September 2009
MassMutual Financial Group June 2006 - December 2008
MassMutual Financial Group April 2001 - June 2006
Springfield Food Service Corporation January 2000 - January 2001
Center for Oral and Maxillofacial Surgery January 1996 - January 2000
Skills
Insurance, Financial Services, Risk Management, Process Improvement, Requirements Gathering, Business Analysis, Access, Management, Leadership, Vendor Management, Program Management, Strategic Planning, Customer Service, Microsoft Office, Public Speaking, Team Building, Business Process...
Education
Bay Path University
M. S, Communication and Information Management
Bay Path University
Associates Degree, Executive Business Management
Bay Path University
B. S, Criminal Justice
Massachusetts Career Development Institute
Certificate, Office Systems Technology
US Navy October 2013 - Present
ALL ABOUT ROMANCE TRAVEL March 2005 - Present
All About Romance Travel March 2005 - Present
US Coast Guard Finance Center June 2013 - October 2013
MassMutual Financial Group March 2013 - June 2013
Travel Pros 2013 - 2013
All About Honeymoons Franchise Corporation March 2007 - 2012
US NAVY, Various Assignments, 27 Years December 1979 - May 2006
Naval Computer and Telecommunications Area Master Station January 2000 - August 2002
US STRATEGIC COMMAND 1993 - August 1996
Skills
Budgeting, Microsoft Office, Weddings, Accounting, Customer Service, Customer Relations, Advertising, Team Building, Problem Solving, Strategic Planning, Operations Management, Public Speaking, Excel, Mentoring, Supervisory Skills, Team Leadership, Coaching, Employee Relations, Analysis, PowerPoint, Word, Process Improvement, Change Management, Inventory Management, Logistics, Research, Account Management, Event Management, Government, Compliance, Business Strategy, Management Consulting, Organizational..., Budgets, Microsoft Excel, Leadership, Leisure Travel, Management, Cruises, Training, Marketing Strategy, Vacation, Travel Planning, Negotiation, Marketing, Sales, Contract Negotiation, Adventure Travel, Sales Management, Microsoft Word
Education
Defense Acquisition University 2013 — 2015
CONTRACTING
Troy University, Atlantic 2004 — 2007
Master's Business, Business Administration
Averett University 2001 — 2004
Bachelor's Degree, Business Administration
Frederick Military Academy 1975 — 1979
High School, Diploma with Honors
Defense Acquisition University
Defense Acquisition University
ISO New England July 2011 - Present
IIBA Hartford, CT Chapter, Inc. June 2012 - Present
IIBA July 2008 - April 2012
Travelers December 2010 - May 2011
The Hartford April 2010 - December 2010
Hartford Technology Services Company May 2007 - March 2010
The Hartford September 2006 - May 2007
MassMutual Financial Group July 2005 - September 2006
GE Refurbishment Services April 2002 - April 2005
GE Commercial Finance October 2001 - April 2002
Education
Bay Path University 2003 — 2004
M.S.
Grove City College 1992 — 1996
B.S.
Westfield High School 1987 — 1992
MassMutual Financial Group January 2015 - Present
AXA Equitable April 2010 - January 2015
Distribution Practice Services July 2009 - April 2010
The Hartford July 2007 - June 2009
The Hartford July 2004 - June 2007
The Hartford July 2001 - July 2004
Hartford Life June 2000 - July 2001
Retirement Plan Solutions June 1999 - August 1999
The Hanover Insurance Group December 1992 - August 1998
Skills
Insurance Distribution, Strategic Communications, Strategic Planning, Channel Strategy, Process Consulting, Employee Engagement, Series 7, Series 24, Series 63, Series 53, Distribution Strategies, Cross-functional Team..., Leadership, Strategy, Life Insurance, Insurance, Account Management, Business Development, Financial Services, Relationship Management, Investments, FINRA, Retirement Planning, Management, Mutual Funds, Wealth Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA, Marketing/Entrepreneurship
Siena College 1988 — 1992
BA, English/Philosophy
Notre Dame Academy 1984 — 1988
High School
Prudential Financial March 2015 - Present
MassMutual Financial Group March 2013 - March 2015
MassMutual Financial Group January 2013 - April 2013
The Hartford November 2008 - December 2012
Hartford Life April 2006 - November 2008
Hartford Life March 2000 - December 2006
Skills
Insurance, Lotus Notes, Business Analysis, Call Centers, Vendor Management, Visio, Customer Service, Requirements Gathering
Education
Baker College Business and Corporate Services 1992 — 1993
Verizon Telematics, Inc. September 2012 - Present
SunTrust Bank January 2011 - September 2012
SunTrust Bank March 2010 - December 2010
CIGNA - Edge Technology Services July 2009 - March 2010
MassMutual Financial Group July 2008 - May 2009
MassMutual April 2006 - July 2008
MassMutual 2002 - 2006
MassMutual 2002 - 2005
MassMutual Financial Group 2002 - 2002
MassMutual 2000 - 2002
Skills
Project Management, Customer Service, Continuous Improvement, Root Cause Analysis, Retail Banking, Process Improvement, Six Sigma, Change Management, Management, Visio, Business Analysis, Quality Assurance, Strategic Planning, Business Process..., Leadership, Analysis, Team Management, Business Process, Banking, Call Centers, CRM, Training, Cross-functional Team..., Strategy, Integration, Program Management, Performance Management, Project Planning, IT Management, PMO, Budgets, Risk Management, Recruiting, Business Strategy, Quality Management, Team Leadership, Operations Management, Business Requirements, Resource Management
Education
Bay Path University 2004 — 2005
M.S., Communication & Information Management
Bay Path University 2001 — 2004
B.S., Executive Management
Holyoke High School 1989 — 1993
MassMutual Financial Group May 2015 - Present
MassMutual Financial Group April 2014 - Present
MassMutual Financial Group November 2010 - April 2014
MassMutual Financial Group May 2007 - September 2009
MassMutual Financial Group April 2006 - May 2007
Greniers Photography 2005 - 2006
Financial Strategies 2003 - 2005
Distribution Contracting & Services January 2000 - January 2003
Skills
Process Improvement, Strategy, Management, Leadership, Life Insurance, Disability Insurance, Employee Benefits, Fixed Annuities, Insurance, New Business Development, Operations Management, Sales Operations, Vendor Management, Retirement, Account Management
Education
Bay Path University 2007 — 2010
MBA, Entrepreneurial Thinking & Innovative Practice
Our Lady of the Elms 1995 — 2000
Bachelor of Science, Business Management
Holyoke Community College
Associate, Retail Management
MassMutual Financial Group March 2012 - Present
MassMutual Financial Group April 2005 - Present
Lucent Technologies July 1998 - April 2005
Skills
Accounting, Internal Controls, Strategy, Tax, Finance, Leadership, Financial Analysis, Auditing, Sarbanes-Oxley Act
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MS in Accounting, Accounting and Finance
Babson College 1994 — 1998
BS, Finance
CVS Caremark Corporation October 2013 - Present
Travelers November 2010 - Present
Travelers Insurance September 2007 - November 2010
MassMutual Financial Group March 2005 - September 2007
Ciber August 2002 - March 2005
IBM Global Services January 2001 - June 2002
Skills
Siebel, SQL, SAS programming, Teradata Data Warehouse, Quality Assurance, Software Documentation, SDLC, Requirements Gathering, Databases, User Acceptance Testing, Quality Center, Test Planning, Testing, Software Quality..., Requirements Analysis
Education
University of Houston-Downtown 1998 — 2000
Austin Community College 1993 — 1995
Associate of Arts (AA), Graphic Design Offset Print Production
MassMutual Financial Group December 2013 - Present
MassMutual May 2008 - Present
Skills
Process Improvement, Leadership, Management, Insurance
Education
Rensselaer Polytechnic Institute at Hartford 2006 — 2008
Master's Degree, Computer/Information Technology Administration and Management
Bay Path University 1996 — 2000
Bachelor's Degree, Business Administration and Management, General
Congress Asset Management June 2004 - Present
Enterprise Investments January 1998 - March 2004
MassMutual Financial Group June 1997 - January 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA
Bates College 1993 — 1997
BA, Economics
Homesite Insurance June 2015 - Present
Liberty Mutual Insurance - Personal Insurance BI Claims May 2013 - June 2015
Liberty Mutual Insurance - Commercial Insurance Auto Product Management July 2011 - April 2013
Liberty Mutual Group - Personal Insurance Finance July 2009 - July 2011
Liberty Mutual Insurance July 2007 - July 2009
Liberty Mutual Insurance June 2006 - August 2006
MassMutual Financial Group September 2005 - December 2005
Liberty Mutual Insurance May 2005 - August 2005
Skills
Access, Microsoft Excel, PowerPoint, Essbase, VBA, SAS, Microsoft Project, Project Management, SQL
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA, MBA
University of Pittsburgh 2003 — 2007
Bachelor of Science, Business Administration; Finance
MassMutual Financial Group January 2013 - Present
The Hartford Retirement Financial Services Group, Inc. May 2008 - December 2012
MFS Investment Management 1996 - 2008
Massachusetts Financial Services 1995 - 2008
Boston Financial Data Services 1986 - 1995
Skills
Series 63, Retirement, 401k, Mutual Funds, Financial Services, Securities, Alternative Investments, Investments, Wealth Management, Asset Managment, Information Technology, Equities, Series 7, Fixed Annuities, FINRA, Retirement Planning, Fixed Income, Asset Allocation, Pensions, Relationship Management, Asset Management, Hedge Funds, Investment Management, Series 6
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1993
MBA Program, Business Administration and Management, General
The George Washington University 1983 — 1986
MA, International Economics
Union College 1979 — 1983
BA, Economics
MassMutual Financial Group May 2013 - Present
MassMutual Financial Group October 2005 - May 2013
Merrill Lynch July 2000 - September 2005
Skills
Series 24, Financial Regulation, Regulatory Submissions, Series 63, Financial Analysis, Regulatory Filings, Compliance, Regulatory Exam..., Series 7, Series 9/10, Series 53, Privacy Compliance
Education
Baruch College 1997 — 1999
Master of Business Administration (MBA), Finance, General
Ithaca College 1990 — 1994
Bachelor of Science (BS), Business Management
The Milner Group January 2014 - Present
LPL June 2007 - November 2012
MassMutual Financial Group 2006 - 2007
Travelers 2005 - 2006
New England Financial 1998 - 2003
Skills
Series 7, Series 63, Series 24, MA Life, Accident, and..., Retirement Planning, Strategic Financial..., Life Insurance, Insurance, Financial Services, Fixed Annuities, Disability Insurance, Long-term Care, Employee Benefits, Underwriting
Education
Bates College
Bachelor of Arts (BA), Political Science and Government
The American College
CLU, ChFC, Financial Planning and Services
Mizuho Capital Markets Corp. August 2013 - Present
Merrill Lynch September 2011 - August 2013
Prudential Financial September 2006 - September 2011
Prudential Financial September 2006 - January 2009
MassMutual Financial Group March 2005 - March 2006
Madison Capital Management September 2002 - September 2003
American Express Financial Advisors February 2002 - September 2002
Skills
Securities, FINRA, AML, Mutual Funds, Investments, Risk Management, Insurance, Equities, Investment Advisory, Financial Services, Wealth Management, Banking, KYC, OFAC, Asset Managment, Fixed Income, Strategic Financial..., Alternative Investments, Derivatives, Options, Asset Management, Bloomberg, Capital Markets, Corporate Governance, Due Diligence, Finance, Financial Markets, Financial Regulation, Financial Risk, Hedge Funds, Investment Banking, Operational Risk, Portfolio Management, Series 24, Series 63, Series 7, Anti Money Laundering
Education
Baker University 2002 — 2006
BBA, General
Karam Financial Group 1991 - Present
MassMutual Financial Group June 1991 - June 2000
Skills
Employee Benefits, Life Insurance, Retirement Planning, 401k, Portfolio Management, BOLI, Executive Benefit..., COLI
Education
Babson College 1987 — 1991
Bachelor, Finance
Staffing Agencies January 2006 - April 2013
Denby Family January 2006 - December 2012
Mortgage Now, Inc. January 2004 - December 2005
American Greetings - Carlton Cards Retail Canada Subsidiary February 2000 - May 2003
Berea Children's Home July 1998 - February 2000
Blue Coral Slick 50 July 1995 - July 1998
MassMutual Financial Group 1990 - 1993
Skills
Cost Accounting, Forecasting, Variance Analysis, General Ledger, Account Reconciliation, Bank Reconciliation, Management, Finance, Budgets, Cash Flow, Accounting, Logistics, Fixed Assets, Financial Statements, Accounts Payable, Journal Entries, Process Improvement, Financial Analysis, Financial Reporting, Auditing, Leadership, Microsoft Excel, Analysis
Education
Indiana Wesleyan University 2010 — 2013
Bachelor's degree, Accounting and Finance
Baldwin-Wallace College 1995 — 1997
Certificate of Accounting, Accounting, 3.86
N ROYALTON HIGH SCHOOL
N ROYALTON HIGH SCHOOL
MassMutual Financial Group February 2014 - Present
Royal Bank of Scotland June 2012 - January 2014
WellPoint January 2012 - May 2012
Deutsche Bank May 2010 - November 2011
UBS Investment Bank April 2006 - June 2010
Perot Systems December 1999 - September 2006
HCL Perot Systems December 1999 - April 2004
Bank for International Settlements, Basel, Switzerland 2002 - 2003
Cybermate Infotek Ltd, Hyderabad, India June 1997 - November 1999
Skills
Sybase, Data Migration, Data Modeling, Business Objects, SDLC, Unix Shell Scripting, PL/SQL, Unix, Replication, ETL, Ksh, VBScript, Software Project..., Perl, XML, Trading Systems, JIRA, Business Analysis, Scrum, Performance Tuning, SQL Tuning
Education
Bangalore University
Bachelor of Engineering, Mechanical
MassMutual Financial Group May 2007 - Present
Northwestern Mutual Life September 1991 - May 2007
Skills
Long-term Care, Term Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Disability Insurance, Long Term Care Insurance, Life Insurance, Insurance
Education
Ball State University 1971 — 1975
B.A., Education
Cornerstone Real Estate Advisers LLC Associate DirectorBabson1989 - 2009
MassMutual Financial Group 1989 - 2000
MassMutual Financial Group 1989 - 2000
Skills
Asset Managment
Education
Bay Path University
BS, Accounting
MassMutual Financial Group September 2010 - Present
Strategic Information Resources, Inc. 1995 - 2014
MassMutual Financial Group September 2006 - September 2010
The Christmas Tree Shops August 2004 - December 2005
Pratt & Whitney 2002 - 2004
PwC 1998 - 2002
Skills
Accounting, Financial Analysis, Financial Accounting, Competitive Analysis, Policy Analysis, Statutory Accounting, Valuation, Due Diligence, Internal Controls, Budgets, Auditing
Education
University of Hartford 2002 — 2004
MBA, Accounting and Finance
Babson College 1995 — 1999
Bachelor's degree
Insurity March 2013 - Present
Insurity November 2009 - Present
The Phoenix Companies October 2007 - August 2009
Travelers January 2006 - October 2007
Travelers Insurance April 2004 - April 2007
Travelers April 2004 - January 2006
CIGNA Healthcare September 2000 - April 2004
United Health Care April 1997 - September 2000
MassMutual Financial Group September 1996 - April 1997
MEDITECH February 1996 - September 1996
Education
Bay Path University 2002 — 2003
Masters, Communication and Information Management
Military Academy 1994 — 1996
Military Commision, Military Science
Westfield State University 1992 — 1995
Bachelors of Science, Computer Science
Central
MassMutual Financial Group September 2014 - Present
MassMutual Financial Group May 2012 - September 2014
MassMutual Financial Group April 2011 - May 2012
MassMutual Financial Group October 2009 - April 2011
The Brattle Group June 2006 - October 2009
Brattle Group June 2005 - August 2005
CRA International June 2004 - August 2004
CRA International June 2004 - August 2004
Skills
Financial Analysis, Strategic Analysis, Critical Thinking, Valuation, Financial Modeling, Economics, Econometrics, Stata, Analytics, Investments, Data Analysis, Due Diligence, Business Strategy, Risk Management, Macroeconomics, Market Research, Finance, Competitive Analysis, Business Analysis, Corporate Finance
Education
Bates College 2002 — 2006
Bachelor of Arts, Economics
Guardian Life Insurance Company of America 2015 - Present
Epstein Financial Group, LLC 2008 - 2015
Bader Insurance Agency,Inc 1990 - 2008
Multiple Companies 1985 - 1990
MassMutual Financial Group 1984 - 1985
Skills
Life Insurance, Disability Insurance, Underwriting, Customer Service, Sales, Marketing, Management, Organization Skills, Detailed Oriented
Education
Babson College 1980 — 1984
Bachelor of Science, Marketing
Longmeadow High School 1976 — 1980
JP Morgan Chase May 2011 - Present
JP Morgan Chase July 2010 - May 2011
MassMutual Financial Group May 2009 - July 2010
China - U.S. Chamber of Commerce August 2008 - May 2009
Direct Brands, Inc. August 2007 - May 2008
Skills
Series 7, Series 63, Investments, Insurance, Strategic Financial..., Wealth Management, Uniform Combined State..., Banking, Securities, Financial Services, Entrepreneurship, Mutual Funds, Loans, Retirement Planning, Marketing
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Operations Management, Minor: English
Windsor Insurance Associates, Inc March 2015 - Present
Total Financial and Insurance Services, Inc December 2006 - January 2015
MassMutual Financial Group April 1997 - December 2006
Skills
Financial Planning, Fixed Annuities, Business Analysis, Strategic Planning, Insurance, Account Management, Retirement, Retirement Planning, New Business Development, Estate Planning, Strategic Financial..., Management, Portfolio Management, Alternative Investments, Public Speaking, Long-term Care, Market Research, Small Business, Wealth Management, Life Insurance, Business Planning, Investments, Business Strategy
Education
University of Southern California 1966 — 1969
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services and Math
Azusa Pacific University
Master of Science (M.S.), Psychology
MassMutual Financial Group July 2014 - Present
State Street August 2013 - July 2014
State Street June 2011 - August 2013
MassMutual Financial Group November 2009 - June 2011
Bates College September 2008 - May 2009
Bates College August 2006 - May 2009
Hamilton Sundstrand May 2008 - December 2008
Skills
Valuation, Bloomberg, Reuters, Microsoft Excel, Microsoft Access, VBA, Microsoft SQL Server, Microsoft Powerpoint, Maple, Matlab, Minitab, Pagemaker, InDesign, Photoshop, Data Analysis, Business Analysis
Education
Bates College 2005 — 2009
Bachelors of Arts, Mathematics
Ludlow High School 2001 — 2005
Travelers April 2012 - Present
Travelers September 2012 - December 2013
MassMutual Financial Group April 2008 - April 2012
MassMutual Financial Group May 2002 - December 2008
Skills
business intelligence, Business Analytics, Delivering Results, Data Analysis, Strategic Planning, SQL, Metadata Management, Data Modeling, Data Integration, Visionary Thinking, Analytic Thinking, Thought Leadership, Information Delivery, Data Quality, Data Governance, Information Management, Governance, ETL, Enterprise Software, Analytics, Strategy, SDLC, Business Requirements, Data Warehouse..., Business Objects, Requirements Gathering, Informatica, Leadership, IT Strategy, Teradata, Analysis, Enterprise Architecture, Business Process, Software Project..., Project Portfolio..., Business Intelligence
Education
Bay Path University 1998 — 2002
Bachelors of Science, Information Technology
TerraMarine Geo Products April 2014 - Present
Brokers Agency 2005 - Present
MassMutual Financial Group January 2001 - January 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Negotiation, Strategic Planning, Management, New Business Development, Team Building, Marketing Strategy, Marketing, Sales Management
Education
Ball State University 1995 — 1999
Bachelor of Science (B.S.), Psychology
Andrean High School 1990 — 1994
MassMutual Financial Group September 2014 - Present
Hungreder Inc. January 2013 - Present
Grand lux Realty, Inc. November 2010 - December 2012
Signature Community Investment Group April 2012 - August 2012
Home Hunters Realty, Inc October 2008 - November 2010
Skills
Life Insurance, Health Insurance, Disability Insurance, Long-term Care, Employee Benefits, Estate Planning, Retirement Planning, Business Coaching, Business Continuity...
Education
Mercy College 2013 — 2016
Master of Business Administration (M.B.A.), Finance, General
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Bachelor's Degree, Real Estate Investments
MassMutual Financial Group June 2013 - Present
KittenTested December 2012 - June 2013
Pixel Ventures December 2012 - May 2013
Skills
Litigation, Web Design, Social Networking, Social Entrepreneurship, Financial Accounting, Legal Research, Digital Photography, Video Editing
Education
Baruch College, City University of New York (CUNY) 2010 — 2015
Bachelor of Arts (B.A.), Psychology
The Johns Hopkins University
United Bank May 2014 - Present
United Bank January 2011 - Present
MassMutual Financial Group August 2008 - December 2010
JPMorgan Chase August 1997 - July 2008
Skills
Financial Analysis, Banking, Finance, Financial Modeling, Strategic Financial..., Analysis, Accounting, Financial Planning, Managerial Finance, Investments, Sarbanes-Oxley Act, Portfolio Management, Credit, Financial Services, Cash Management, Risk Management, Financial Reporting, Internal Controls, Budgeting & Forecasting
Education
New England School For Financial Studies at Babson College 2012 — 2013
Finance and Financial Management Services
Manhattan College 1997 — 2000
MBA, Finance
Baruch College, City University of New York (CUNY) 1992 — 1995
BBA, Accounting
New England School For Financial Studies
CSC January 2007 - Present
MassMutual Financial Group January 2007 - October 2012
National Grid April 2005 - December 2006
Skills
Java, Web Services, SDLC, Requirements Analysis, Agile Methodologies, PL/SQL, Business Analysis, SQL, DB2, Requirements Gathering, Solution Architecture, SOA, Databases, Systems Analysis, Unix Shell Scripting, Oracle, Visio, Data Migration, Unix, Enterprise Architecture, XML, Software Project..., Software Development, HP Quality Center, Spring Framework, JCAPS, WebSphere Application..., IBM Rational Tools, Hibernate, Struts, Tomcat, JBoss Application Server
Education
University of East London 2002 — 2004
MSc, Computers Systems Engineering
Bangalore University 1996 — 2000
Bachelor of Engineering, Telecommunications
Prudential Financial September 2012 - Present
ING Financial Partners March 2012 - September 2012
First Niagara Financial Group September 2011 - March 2012
Prudential Financial August 2007 - July 2011
MassMutual Financial Group 2004 - 2007
CIGNA Retirement & Investment Services 2002 - 2004
Citibank 1999 - 2001
Education
Baruch College
BBA, Marketing/Retail Sales
MassMutual Financial Group July 2011 - Present
Education
Lindenwood University 2008 — 2011
Bachelors, Sports Management
Avila University 2007 — 2008
Kellogg Community College 2005 — 2007
Associates Degree, Business Management
Harper Woods Secondary School 2001 — 2005
Knectar Design, Inc. November 2011 - Present
WOD Throwdown-er 2014 - 2015
The DADT Project September 2011 - December 2013
Central Hampshire Veteran Services January 2009 - February 2012
The Rainbow Times October 2011 - January 2012
USDA Rural Development May 2011 - November 2011
Holyoke Community College October 2009 - September 2011
MassMutual Financial Group 2008 - 2009
US Navy March 2002 - April 2006
Skills
Adobe CS5, Microsoft Office, Broadcast Production, Communications, Web Design, Desktop Publishing, Customer Relations, Event Planning, Journalism, Adobe Creative Suite, CMS, Drupal, Newsletters, Communication, Customer Service, Blogging, InDesign, Web Development, Broadcast, Photoshop, Project Management, Advertising, Media Relations, Video Editing, WordPress, Storytelling, Public Speaking, Editing
Education
Bay Path University 2015 — 2017
Master's Degree, Communications & Information Management
Hampshire College 2010 — 2012
BA, Graphic Design and Social Justice
Holyoke Community College 2008 — 2010
Visual Arts- Graphics Option
Mariner Investment Group May 2012 - Present
MassMutual Financial Group January 2012 - May 2012
Education
Baruch College 2011 — 2015
MassMutual Financial Group April 2012 - Present
Aero-Med, LTD March 2011 - April 2012
Skills
Microsoft Office, Technical Support, Software Installation, Windows 7, Windows XP
Education
Bauder College 2009 — 2010
Certificate:computer support technician, Computer Support Specialist
Calabasas Capital, LLC June 2015 - Present
San Marino Grill January 2014 - Present
MassMutual Financial Group July 2013 - July 2015
Corporate Finance Associates June 2014 - August 2014
Skills
Securities, Financial Services, Mutual Funds, Portfolio Management, Strategic Financial..., Retirement Planning, Investments, Wealth Management, Retirement, Microsoft Excel, Series 7, Fixed Annuities, Asset Allocation, Financial Advisory, Series 63, Financial Planning, Financial Analysis, Financial Modeling, Corporate Finance, Investment Banking, Private Equity, Hedge Funds
Education
Azusa Pacific University
Finance
MassMutual Financial Group December 2012 - Present
MassMutual Financial Group April 2010 - December 2012
MassMutual Financial Group January 2009 - April 2010
TD Banknorth March 2008 - January 2009
Skills
Customer Service, Securities, Employee Benefits, Insurance, Outlook
Education
Western New England University School of Law 2012 — 2016
Doctor of Law (J.D.), Law
Bay Path College 2009 — 2012
Bachelor's degree, Legal Studies, General
Bay Path College 2009 — 2012
Advanced Certificate, Paralegal Studies
Holyoke Community College 2006 — 2009
Associate's degree, Criminal Justice/Law Enforcement Administration
MassMutual Financial Group June 2015 - August 2015
America Reads/America Counts September 2014 - May 2015
MassMutual Financial Group June 2014 - August 2014
Batter's Box Westfield November 2012 - May 2014
Education
Babson College 2015 — 2018
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies, Finance, Sophmore
Oberlin College 2014 — 2015
Mathematics, Economics, Freshman
Westfield High School 2010 — 2014