Mass Mutual
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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Mass Mutual Employees
Crump Life Insurance Services January 2015 - Present
Crump Life Insurance Services January 2014 - December 2014
Crump Life Insurance Services April 2013 - January 2014
Crump Life Insurance Services December 2004 - April 2013
CUNA Mutual Group January 1999 - December 2004
Mass Mutual November 1996 - March 1999
Wink 104 WNNK Cumulus Media 1994 - 1996
WTPA 93.5 FM 1993 - 1994
Kool 94.9 1989 - 1993
Skills
Series 63, Series 6, Series 7, Managerial Skills, Life Insurance, Variable Annuities, Fixed Annuities, Series 24, Series 65, Disability Insurance, Retirement, Retirement Planning, Term Life Insurance, Management, Sales Management, Universal Life, Insurance, Long-term Care, Whole Life, Mutual Funds, Financial Planners, 401k, Financial Planning
Education
Penn State University 1981 — 1985
Bachelor of Business Administration, Marketing
The American College
CLU, ChFC
East Juniata High School 1974 — 1980
Diploma, Academic
UMB Bank May 2014 - Present
Wells Fargo home mortgage 2012 - January 2014
Wells Fargo April 2012 - October 2012
Wells Fargo Home Mortgage September 2011 - April 2012
CitiMortgage April 2009 - October 2010
Lindenwood University June 2007 - June 2010
Mass Mutual 2009 - 2010
Shane Co July 2006 - August 2007
Mattress World October 2005 - June 2006
Summit Worldwide Transportation October 2003 - October 2004
Skills
Sales, New Business Development, Management, Training, Leadership, Microsoft Excel, Mortgage Lending, Residential Mortgages, Mortgage Underwriting, Mortgage Servicing, Customer Service, Access, Loans, Team Leadership, Analysis, Banking, Refinance, Mortgage Banking, Credit, Loan Origination, Finance
Education
Lindenwood University 2010 — 2012
Master of Business Administration (MBA) finance, general, Business Administration and Management, General, 4.0
Lindenwood University 2007 — 2010
BA, Business Administration
Thrivent Financial November 1991 - Present
Mass Mutual August 1990 - November 1991
Hewlett-Packard June 1988 - August 1990
Skills
Insurance, Charitable Giving, Funding, Strategic Planning, Retirement Planning, Wealth Management, Estate Planning, Financial Planning, Series 7, Fixed Annuities, Strategic Financial..., Financial Planners, Finance, Mutual Funds, IRAs, Leadership, Wealth, Public Speaking, Investment Strategies, Investments, Charities, Disability Insurance, Uniform Combined State..., Retirement, Financial Services, Financial Advisory
Education
Pacific Lutheran University 1984 — 1988
BA, Psychology
Westlake High School 1980 — 1984
Morgan Stanley February 2012 - Present
Morgan Stanley Smith Barney October 2010 - February 2012
Bloomberg March 2010 - October 2010
Morgan Stanley June 2008 - June 2009
Mass Mutual October 2007 - April 2008
Skills
Excel, Access, PowerPoint, Outlook, Word, Microsoft Office, Business Analysis, Analysis, Windows, Risk Management, Microsoft Excel, Finance, Investments, Financial Services, Equities, Bloomberg, Financial Modeling, Financial Analysis, Management, Fixed Income, Public Speaking, Data Analysis, Investment Banking, Leadership, Asset Management, Securities, Research
Education
Hobart and William Smith Colleges 2003 — 2007
BA, Economics
DIS, COPENHAGEN UNIVERSITY Copenhagen 2006 — 2006
Economics, International Business
Amherst Regional High School 2000 — 2003
High school diploma, Liberal Arts and Sciences, General Studies and Humanities
Maid Rite Specialty Foods February 2014 - Present
Mass Mutual May 2011 - Present
Ateeco, Inc. September 2007 - April 2010
Reinhart Foodservice June 2003 - September 2007
Maines Paper & Food Service March 2001 - June 2003
Redmans Restaurant 1992 - 2001
Skills
Financial Modeling, Life Insurance, Disability Insurance, Sales, Sales Management, Sales Process, Sales Presentations, Computer Proficiency, Microsoft Office, Microsoft Word, Microsoft Excel, Food Safety, Food Service, Food Industry, Restaurant Management, Customer Service, Customer Satisfaction, Customer Retention, Cold Calling, Market Penetration, B2B, Account Management, Food & Beverage, New Business Development, Insurance, Finance, Fixed Annuities, Employee Benefits, Long Term Care Insurance, Leadership, Long-term Care, Retirement, Financial Services, Retirement Planning, Term Life Insurance
Education
Penn State University 1989 — 1992
Exercise Physiology
Hertz Local Edition November 2014 - Present
Houston Aces February 2014 - August 2014
Sports Authority September 2013 - February 2014
Blackstone Caterers May 2011 - February 2014
UPC Tavagnacco August 2012 - June 2013
Mass Mutual May 2011 - August 2011
Young Family Farm April 2009 - August 2010
Sweet Berry Farm August 2006 - August 2010
Portsmouth Pirates Youth Soccer Association November 2007 - August 2008
North End Pizzeria July 2005 - December 2006
Skills
Merchandising, Customer Service
Education
Longwood University 2008 — 2012
Bachlor of Scienence in Business Administration, Finance
Marketplace Earth 2007 - Present
Yo2 Enterprises, LLC 2009 - Present
Strong Properties, LLC 2012 - Present
Cladwell October 2013 - July 2015
Riverview Mansion, LLC February 2013 - 2015
We Commerce, LLC 2008 - 2015
Mass Mutual 2005 - 2007
Skills
SEO, Marketing Strategy, E-commerce, Marketing, Start-ups, Social Media Marketing, Strategic Planning, Web Design, Leadership, Public Speaking, Management, Real Estate Investor, Online Marketing, Project Management, Business Strategy, Branding & Identity, Brand Development, YouTube, PPC, Facebook Marketing, Web Development, Strategy, Social Entrepreneurship, Key Account Management, Sales, Email Marketing, Google Analytics, Social Media, Social Networking, Real Estate, Real Estate Marketing, Real Estate Transactions, Teaching, Youth Ministry, Leadership Development, Optimization, Content Marketing, Assisted Living
Education
Lipscomb University 1999 — 2003
Bachelor of Arts, Accounting, Management, Bible
Mutual of Omaha November 2013 - Present
Mass Mutual January 2011 - December 2012
Skills
Fixed Annuities, Investments, Retirement, Strategic Financial..., Retirement Planning, Disability Insurance, Life Insurance, Long-term Care, Mutual Funds, Insurance, Financial Services, Term Life Insurance
Education
New York Institute of Technology 1974 — 1976
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General, A
Queens College 1961 — 1966
Bachelor of Arts (B.A.), Economics, A
MidAmerica Securities NFG October 2014 - Present
Abowd and Rose Financial Group April 2013 - October 2014
Mass Mutual May 2009 - December 2012
MassMutual Financial Group May 2009 - December 2010
Mid America Securities NFG August 2003 - May 2009
Skills
Insurance, Securities, Investments, Finance, Retirement Planning, Strategic Financial..., Sales, Marketing, Fixed Annuities, Retirement, Financial Services, 401k, Disability Insurance, Wealth Management, Estate Planning, Financial Analysis, Equities, Long Term Care Insurance, Mutual Funds, Licensed to Sell...
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
BBA, Marketing
Kirkwood Community College 2004 — 2006
AA, Business
Bay Path College January 2014 - Present
V&P Global Training and Consulting July 2013 - Present
V&P Global Training and Consulting March 2012 - June 2013
Mass Mutual May 2008 - May 2011
TVP Consulting January 2004 - May 2011
Skills
Insurance, Instructional Design, Leadership Development, Process Improvement, Workshop Facilitation, Business Analysis, Change Management, Performance Management, Project Management, Vendor Management, Needs Analysis, Coaching, Organizational..., Team Building, SharePoint, Strategic Planning, Leadership, Requirements Gathering, Training, Program Management
Education
University of KwaZulu-Natal 1992 — 1992
HDE, Teaching
University of KwaZulu-Natal 1988 — 1990
BA(HMS), Human Movement Science
Norwich University
Master's Degree, Masters of Science in Organizational Leadership
University of Phoenix
Doctor of Philosophy (Ph.D.), Organizational Leadership
University of West London
MBA, General
NFP February 2014 - Present
ECM Benefits July 2011 - January 2014
Navigator Financial September 1995 - July 2011
Mass Mutual January 1991 - August 2005
Skills
Employee Benefits, Health Insurance, Brokers, Life Insurance, Disability Insurance, Insurance, Term Life Insurance, Investments, Long-term Care
Education
North Carolina State University 1984 — 1989
BS, Economics
Sun Life Financial November 2011 - Present
CCSU-ITDB/Bristol Hospital January 2011 - August 2011
The Hartford May 2008 - January 2011
The Hartford August 2004 - May 2008
CIGNA May 2001 - August 2004
CIGNA August 1998 - May 2001
MASS MUTUAL August 1990 - August 1998
Skills
Underwriting, Product Management, Insurance, Leadership, Term Life Insurance, Financial Risk, Financial Services, Finance, Financial Analysis, Claim, Reinsurance, Customer Service, Strategic Planning, Property & Casualty..., Fixed Annuities, Workers Compensation
Education
Central Connectict State University, ITBD 2011 — 2011
Total Quality Management
Guilford College
Bachelor of Arts, English Major; Communications and Management Minor
Rehab Medical June 2014 - Present
Northside Hospital October 2012 - Present
Mass Mutual January 2012 - Present
Atlanta Psychotherapy 2014 - 2014
Brasseler USA December 2009 - January 2011
Forest Laboratories November 2005 - July 2007
King Pharmaceuticals October 2003 - May 2005
Skills
Strategy, Sales Operations, Selling, Selling Skills, Neurology, Cardiology, Pharmaceutical Industry, Recruiting, CRM, Medical Devices, Leadership, Forecasting, Sales, Hospitals, Business Development, Marketing, Training, Marketing Strategy, Sales Process, New Business Development
Education
Morehouse College 1995 — 1999
BA, Business Administration
Morehouse College 1995 — 1999
Bachelor of Arts (B.A.), Business Administration, Management and Operations
MassMutual Financial Group July 1966 - Present
Mass Mutual 1966 - Present
General Adjustment Bureau, Inc. July 1963 - July 1966
Radio Station WSSO September 1959 - January 1963
WCRR & WCMA November 1955 - August 1959
Education
Mississippi State University - College of Business and Industry 1959 — 1963
Bachelor of Science (B.S.)
CIGNA April 2013 - Present
CIGNA February 2011 - April 2013
IBM - Bridgestone September 2010 - February 2011
Mass Mutual October 2008 - August 2010
Deloitte March 2008 - August 2008
Virtusa September 2004 - February 2008
Skills
Agile Methodologies, SDLC, Java, J2EE, Web Services, JavaScript, Spring, Hibernate, Ant, Struts, JUnit, JSP, Microsoft SQL Server, UML, SOAP, Scrum, Unix, Design Patterns, Weblogic, JDBC, AJAX, Eclipse, Servlets, DB2, Visual Studio, HTML, Web Development, XML, SQL, Oracle, Websphere, Quality Center, JBoss Application Server, Java Enterprise Edition, Maven, WebSphere Application..., EJB, Requirements Analysis, MVC, Sun Certified Java..., Visual Basic, Systems Analysis, JMS, SOA, Tomcat, Software Development
Education
Jawaharlal Nehru Technological University
Bachelor of Technology (B.Tech.), Computer Science
Smith & Nephew Orthopaedics March 2009 - Present
Moore Employer Solutions May 2001 - March 2009
Mass Mutual May 2000 - June 2001
Skills
Orthopedic Trauma, Orthopedic Joint..., Deformity Correction, Orthopedics, Medical Devices, Sales Management, Sales Rep Training, Surgery, Orthopedic, Operating Room, Sales Operations, Surgeons, Disposables, Surgical Instruments, Capital Equipment, Market Development, Neurosurgery, Product Launch, Urology, Healthcare
Education
Furman University 1996 — 2000
Bachelor of Science, Business Administration
MASS MUTUAL 2005 - Present
Principal Financial Group 1997 - 2005
Hartford Life 1977 - 1997
Skills
Asset, Disability Insurance, Long Term Care Insurance, Long-term Care, Financial Planners, Whole Life, Brokers, Securities, Sales, Fixed Annuities, Life Insurance, Small Business, Income Protection, Retirement Planning, Business Planning
Education
Hofstra University 1974 — 1979
MBA, MARKETING
Saint John's University 1964 — 1968
BBA, MARKETING
Thomson Financial Management August 2015 - Present
Mass Mutual September 1999 - Present
Skills
Series 6, Certified Life..., 401k, Retirement, Annuity, Annuities, FINRA, Retirement Planning, Insurance, Income Protection, Term Life Insurance, Financial Planning, Customer Relations, Customer Service, Pensions, New Business Development, Wealth Accumulation, Insurance Planning, Whole Life, Financial Advisory, ERISA, Estate Planning, Retirement Solutions, Retirement Income..., Fixed Annuities, Defined Benefit, Wholesaling, Retirement Plan..., Financial Planners, Life Insurance, Strategic Financial..., Long-term Care, Employee Benefits, Disability Insurance, Variable Annuities, Mutual Funds, IRAs, Financial Services, Universal Life, Asset Allocation, Investment Strategies, Brokers, Health Savings Accounts, Wealth Management..., Portfolio Management, Relationship Management, Small Business, Finance, General Insurance, Buy-sell Agreements
Education
Rensselaer Polytechnic Institute 2006 — 2008
Master of Sceince, Management
Western New England College 1998 — 2001
MBA, Accounting
University of Massachusetts, Amherst 1983 — 2001
BA, Economics
Williston 1980 — 1983
High School, College Prep
Erickson Helicopters Inc April 2014 - Present
Erickson Helicopters Inc. September 2013 - September 2014
L3 Vertex September 2012 - June 2013
EVERGREEN HELICOPTERS INC December 2011 - October 2012
Syncroness, Inc. January 2010 - April 2011
Cattlemen's Beef Board February 2009 - March 2010
Evergreen Helicopters Inc October 2008 - February 2009
Cattlemen's Beef Board October 1999 - October 2008
Talent Tree/ Initial Staffing March 1999 - October 1999
Mass Mutual October 1998 - March 1999
Skills
Aviation, Commercial Aviation, Rotorcraft, Military, Flights, Program Management, Aircraft, Security Clearance, DoD, Aerospace, Helicopters, Military Operations, Operational Planning, Operations Management, Leadership, Aircraft Maintenance, Management, Project Planning, Training, Navy, Piloting, Quality Assurance, Flight Safety, Command, Military Aviation, Defense, National Security, Tactics, Airports, Civil Aviation, Flight Planning, Type Rating, Military Experience, Helicopter Operations
Education
New Mexico State University 1975 — 1981
B.S, Agricultural Economics
Somerset Run, NJ September 2012 - Present
www.Uniquebodywork.com September 2010 - September 2012
Horsing Around -direct report and on call therapist for private owners June 2009 - January 2011
Top Line Horse Therapy May 2008 - April 2009
TopLineHorseMassage.com 2008 - 2009
Medical Capital March 2005 - March 2008
Montauk Financial Group May 2000 - June 2003
Mass Mutual 2000 - 2002
Prudential Financial June 1998 - February 2000
Prudential Investments 1998 - 2000
Skills
Asset Allocation, Alternative Investments, Strategic Planning
Education
Montclair State University 1988 — 1992
BA, English - Journalism
Hanover Park,East Hanover, nj 1984 — 1988
1988 Graduate-English, Marketing
Darrell E. Stone Company September 2000 - Present
Fairfield Kiwanis Club August 1998 - Present
Mass Mutual August 1995 - September 2009
Prudential August 1985 - September 1995
Skills
Income Tax, Registered Tax Preparer, Tax Preparation, Individual Returns, Estate Planning, Strategic Financial..., Financial Analysis, Insurance, Investments, Health Insurance, Real Estate, Small Business
Education
The American College 1988 — 1992
Charter Life Underwriter, Insurance, CLU
Southern Baptist Theological Seminary 1971 — 1974
Master of Divinity, Theology
Ouachita Baptist University 1965 — 1970
BA, Psychology-Religion
Mass Mutual August 2010 - Present
Cage Insurance & Financial Services October 2007 - Present
Education
Lamar University 1985 — 1989
B.S., Criminal Justice
Lamar High School 1981 — 1984
Diploma, General
Mass Mutual 2008 - 2011
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Insurance, Finance, Mutual Funds, Employee Benefits, Small Business, Investments, Sales, Long-term Care, Term Life Insurance, Retirement Planning, Whole Life, Financial Services, 401k, Retirement, Series 63, Recruiting, Health Insurance, Asset Management, Risk Management, Customer Service, Series 6, Public Speaking
Education
Loyola University Chicago
Creative Wealth Strategies President/CEOCreative Wealth Strategies2001 - Present
Ameriprise Financial Services, Inc. September 2005 - July 2007
Mass Mutual 2000 - 2001
Skills
Financial Planning, Wealth Management, Insurance, Investments, Asset Management, Insurance Planning, Protection, Retirement Planning, Retirement Income...
Education
Kansas State University 1991 — 1995
Marketing/Pre Law
Webster University
MBA
MassMutual Financial Group April 2014 - Present
ING US June 2001 - Present
Mass Mutual April 1999 - June 2001
Skills
401k, Relationship Management, Mutual Funds, Financial Services, Series 6, Retirement Planning, Asset Allocation, Pensions, Retirement, Series 7, Insurance, Investments, Series 63, qualified plan..., Wealth Management, Securities
Education
Isenberg School of Management, UMass Amherst 1997 — 1999
MBA
Framingham State University 1986 — 1990
BA
NYOP Merchant January 2008 - Present
Mass Mutual 2007 - Present
Education
Notre Dame de Namur University 2001 — 2003
BS, Business
Robert W. Baird & Co. September 2014 - Present
Wells Fargo Advisors September 2005 - September 2014
Pioneer Investments September 2000 - September 2005
Great American Financial Resources September 1998 - September 2000
IFMG 1995 - 1998
IFMG 1992 - 1995
Mass Mutual 1990 - 1992
Skills
Budgeting, Retirement, Investments, Coaching, Sales Management, Budgets, Sales, Finance, Strategic Planning, Banking, Human Resources, Leadership, Financial Services
Education
Miami University 1983 — 1988
BA, English Literature
Findlay High School 1980 — 1983
diploma, English Language and Literature, General
CAPP
National Organization of Black County Official, Inc. (NOBCO) June 2014 - Present
City of Baltimore December 1995 - Present
Abrams, Foster, Nole & Williams, P.A. January 2006 - June 2014
Mass Mutual 2003 - 2008
Skills
Healthcare, Non-profits, Strategic Planning, Accounting, Public Speaking, Financial Analysis, Fundraising, Financial Reporting, Budgets, Small Business, Strategic Financial..., Government, Managerial Finance, Leadership, Leadership Development, Co-Active Coaching, Business Development..., Entrepreneurship, Nonprofits, Microsoft Excel, Community Outreach, Program Management, Human Resources, Legislation, Research, Training, Management, Event Planning, Public Relations, Organizational..., Program Development
Education
Wesley Theological Seminary 2013 — 2016
Doctor of Ministry (DMin), Church Leadership Excellence
The Coaches Training Institute 2012 — 2013
Professional Co-Active Coaching Certification Program
St. Mary Seminary & University, Ecumenical Institute of Theology 1999 — 2005
Master of Arts (MA), Theology (2004) Church Ministries/Urban Ministry (2005)
GBC Leadership 1997 — 1998
Greater Baltimore Regional Leadership Development
The Johns Hopkins University - Carey Business School 1993 — 1995
MBA, Management
The Johns Hopkins University 1992 — 1993
Graduate Certificate, Leadership Development
University of Baltimore 1980 — 1981
B.S., Accounting
Morgan State University 1977 — 1980
Accounting
Mass Mutual October 2013 - Present
Mass Mutual October 2011 - Present
Avery Dennison January 2008 - October 2012
avery dennison August 1999 - 2011
Skills
Process Improvement, Value Stream Mapping, Six Sigma, Continuous Improvement, Lean Manufacturing, Supply Chain, Cross-functional Team..., Change Management, Supply Chain Management, Kaizen, Business Process..., Operations Management, Leadership, Operational Excellence, Quality Management, Toyota Production System, Manufacturing, 5S, Logistics, Procurement, Process Engineering, DMAIC, Kanban, Strategy, Root Cause Analysis, Production Planning, TQM, Strategic Sourcing, TPM, Materials Management, Lean Management, Lean Transformation, Black Belt, Business Process Mapping, ERP, FMEA, Lean Thinking, Quality Assurance, MRP, Performance Improvement, Supply Management, SMED, SAP, Minitab, Industrial Engineering, Global Sourcing, Product Development, ISO, Purchasing, Manufacturing...
Education
Quinnipiac University 1988 — 1992
Finance, Business
Medical Risk Managers September 2012 - Present
Holyoke community college September 2009 - May 2012
Mass Mutual May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Cold Calling, Research, PowerPoint, Higher Education, Event Planning, Social Media, Customer Service, Stop loss, Employee Training, Time Management, Outlook, Data Entry
Education
Holyoke Community College 2009 — 2012
Associate's degree, Accounting
Yale New Haven Health System April 2014 - September 2014
Yale New Haven Hospital January 2013 - January 2014
Yale New Haven Health System 2014 - 2014
Prudential Financial March 2012 - June 2012
Hartford Healthcare 2012 - 2012
Ronald McDonald House of CT August 2009 - September 2010
MetLife of CT October 2006 - August 2009
Mass Mutual September 2000 - January 2006
Travelers Life and Annuity October 1997 - September 2000
Hug-A-Bear Child Care August 1988 - August 1997
Skills
SDLC, Visio, Requirements Analysis, Mainframe, COBOL, Microsoft Excel, Microsoft Word, PowerPoint, Insurance, JCL, Office Administration, Project Coordination, VSAM, Easytrieve, Endeavor, Microsoft Publisher, Business Analysis, Management, Project Management
Education
Quinnipiac University 1986 — 1988
Accounting and Finance
GCG Financial January 1999 - Present
Mass Mutual July 1983 - December 1989
Education
American College 1991 — 1992
RHU, Employee Benefits
American College 1990 — 1991
CLU, Financial Planning
American College 1989 — 1990
ChFC, Financial Planning
Principia College 1978 — 1982
BA, Economics & Business
Coe Financial Services, Inc. June 1983 - Present
Cambridge Investment Research May 2003 - June 2013
Cambridge Investment Research Advisors May 2003 - June 2013
London Pacific Securities December 1997 - May 2003
MML Investors Services December 1982 - December 1997
Mass Mutual January 1981 - December 1997
First Securities Company of Kansas June 1979 - December 1980
Continental Illinois National Bank & Trust Co (now Bank of America). June 1971 - January 1978
Skills
Investment Advisory, Financial Planning, Asset Management, Retirement Planning, Securities, Financial Advisory, Financial Services, FINRA, Corporate Finance, Wealth Management, Series 7, Retirement, Estate Planning, Mutual Funds, Investment Strategies, Series 63, 401k, Alternative Investments, Asset Allocation, Investments, Wealth, Investment Management, Uniform Combined State..., Portfolio Management
Education
The University of Chicago - Booth School of Business 1971 — 1974
Master of Business Administration (MBA), Accounting and Finance
Macalester College 1969 — 1971
BA, Economics, Political Science
Mackinac College 1967 — 1969
2 years, Liberal arts
Accenture September 2011 - Present
JBA International LLC June 2008 - September 2011
Farmers Insurance September 2007 - June 2008
Mercury Insurance January 2005 - September 2007
Capgemini July 1991 - January 2005
Rare Medium March 2000 - May 2001
Ernst & Young July 1991 - March 2000
Fremont General Corporation January 1989 - July 1991
Mass Mutual September 1987 - January 1989
Skills
Information Technology, Quality Assurance, Leadership, Software Development, IT Operations Management, IT Strategy, SDLC, Program Management, Software Project..., Vendor Management, Management Consulting, Integration, Property & Casualty..., Account Management, Data Modeling, Database Design, Big 4, Professional Services, Offshore Software..., Offshore Outsourcing, User Experience, Custom Software..., IT Executive Management, Executive Management, Applications Software..., Agile Project Management, Business Analysis, Business Process, CRM, Cloud Computing, Consulting, Data Warehousing, ERP, Enterprise Software, IT Management, IT Outsourcing, Management, Outsourcing, PMO, PMP, Process Improvement, Project Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, SOA, SaaS, Strategy, Business Transformation
Education
Rensselaer Polytechnic Institute 1983 — 1987
BS, Computer Science
Jim McGinnis, CLU, ChFC 1974 - Present
Mass Mutual 1974 - 2012
Fort Gordon, Georgia June 1970 - June 1972
Skills
Insurance, Retirement, Life Insurance, Long Term Care Insurance
Education
Marshall University 1965 — 1970
Bachelors Degree, Business
Parkersburg High School
Insurance Resources June 2008 - Present
Junis Auto Exchange LLC July 2012 - Present
Transamerica Financial Advisors, Inc. May 2005 - Present
Mass Mutual 2007 - 2010
National Association of Asian-American Professionals (NAAAP) 2005 - 2010
Corporate PC Source 1996 - 2004
Skills
Insurance, Retirement Planning, Long Term Care, Health, Lifestyle Coaching, Money Management, Mutual Funds, Automobile, Long-term Care, Strategic Financial..., Investments, Coaching, Wealth, Leadership, Small Business, Life Insurance, Health Insurance, Fixed Annuities, Financial Services, Sales, IRAs, Financial Analysis, Finance, Management, Term Life Insurance, Wealth Management, Financial Advisory, Disability Insurance, Estate Planning, Financial Planners, 401k, Retirement, Personal Finance, Universal Life, 401k Rollovers, Roth IRA, Debt Elimination, Financial Planning, Long Term Care Insurance, Medicare, Series 63, Underwriting
Education
The Marketplace, Federal Facilitated Marketplace 2013 — 2013
Certified to service Health Insurance plans, Medical Insurance Specialist
Landmark Education 2009 — 2012
Cirriculum Graduate, Education of Living & Leadership
Houston Community College 1989 — 1991
Associate's degree, General Curriculum
Financial Advantage Associates, Inc 2013 - Present
New York Life Insurance Company 2010 - 2013
PIRL Financial 2009 - 2013
Mass Mutual 2007 - 2009
Women Business Owners of Montgomery County 2001 - 2009
Cambridge Investment Research 2005 - 2007
Skills
Investments, Financial Services, Insurance, Disability Insurance, Retirement Planning, Long-term Care, Financial Risk, Health Insurance, Medicare, Life Insurance, Customer Service, Entrepreneurship, Business Planning, Finance, Public Speaking, Nonprofits, Budgets, Management, New Business Development, Leadership, Financial Planning, Series 7
Education
University of Pennsylvania 1980 — 1986
PhD, Demography
Georgetown University 1970 — 1974
BA, Demography/Sociology
Confidential September 2008 - Present
COMPHEALTH (CHG) January 2007 - September 2008
NEW ENGLAND FINANCAL April 2005 - January 2008
MASS MUTUAL March 2001 - March 2005
DELAWARE INVESTMENTS June 1999 - March 2001
Education
Kutztown University of Pennsylvania 2007 — 2010
MBA, Human Resources
Kutztown University of Pennsylvania 1994 — 1999
BSBA, Marketing
Kutztown University of Pennsylvania 1994 — 1999
BSBA, Management
Ashlawn Medical May 2015 - Present
John Alderson Agency October 2012 - January 2015
Mass Mutual October 2011 - October 2012
Ballyhack Golf Club May 2009 - September 2011
Radford University Men's Golf August 2010 - May 2011
Radford University August 2006 - May 2010
Skills
Insurance, Management, Leadership, Disability Insurance
Education
Radford University 2006 — 2011
Bachelor of Science in Exercise, Sport and Health Education, Sports Administration
Radford University 2006 — 2011
Minor, Marketing
Huntington Ingalls Industries, Inc. February 2014 - Present
Mass Mutual July 2011 - Present
Mobile waiters757 January 2011 - Present
US Navy December 2002 - April 2011
Skills
Leadership, Time Management, Finance, Fixed Annuities, Disability Insurance, Life Insurance, Term Life Insurance, Insurance, Long-term Care, Retirement Planning, Retirement, Whole Life, Small Business, Estate Planning, Health Insurance
Education
Liberty University 2013 — 2014
Business Administration, Management and Operations
Tidewater Community College 2010 — 2011
Business magnement, Business Administration, Management and Operations
Mass Mutual January 2010 - Present
The Hartford August 2004 - October 2009
The Hartford June 2005 - August 2007
Skills
Retirement, Call Center, Financial Services, Finance, IRAs, Newsletters, Outlook
Education
Framingham State College 2000 — 2004
Bachelor of Arts, Corporate Communications
Scottrade August 2013 - Present
Jackson National Life October 2012 - October 2013
Curian Capital October 2012 - October 2013
Jeollanamdo Office of Education August 2011 - August 2012
ING Investment Management May 2010 - July 2011
Mass Mutual May 2008 - April 2010
Ameriprise Financial Services, Inc. June 2006 - May 2008
Skills
Series 7, Series 63, Series 6, Asset Allocation, Retirement, Investments, Equities, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, 401k, Financial Advisory, Uniform Combined State...
Education
Montana State University-Bozeman 2008 — 2011
M.S., Financial Planning
Montana State University-Bozeman 2002 — 2007
B.A., History with a concentration in economics
Ameriprise Financial, Inc with the Platinum Financial Services Practice of Mark V Yackey November 2007 - Present
Mass Mutual 2007 - 2007
Education
Lewis University 1987 — 1997
MBA
University of Illinois at Urbana-Champaign 1974 — 1977
BS, LAS - Biology
The HDH Group August 2006 - Present
BBR Services 1998 - 2006
Mass Mutual 1990 - 1998
Skills
Health Insurance
Education
Indiana University of PA 1972 — 1976
Bachelor of Science, Speech Pathology
Mass Mutual August 2011 - Present
Education
Iowa State University 2007 — 2011
BAS, Business Marketing, Management
Enterprising Kids, Inc July 2006 - Present
Mass Mutual July 2004 - March 2006
MetLife November 2003 - July 2004
AXA Advisors August 2001 - November 2003
The Travel Video Cyberstore January 1997 - February 2003
Peace Corps February 1994 - May 1996
Skills
Non-profits, Cause Marketing, Social Entrepreneurship, Entrepreneurship, Marketing
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA, Marketing
Howard University 1984 — 1989
BSCE, Civil Engineerting
Kenwood Academy
UMass Memorial Medical Center February 2015 - Present
Health Data Specialists, LLC May 2011 - February 2015
MEDITECH November 2009 - May 2011
EXPRESS September 2005 - March 2011
Mass Mutual April 2009 - November 2009
Bank Of America August 2006 - April 2009
Macys Inc August 2007 - October 2008
Skills
CPOE, Software Documentation, Meditech, EHR, EMR, Management, Training, Leadership, Healthcare Information..., Hospitals, Informatics, HIPAA, Recruiting, Process Improvement, Software Implementation, Epic Systems, Analysis, Customer Service, CRM, Documentations, HL7, Program Management, Lean Six Sigma, Siemens Soarian, Documentation
Education
Johnson & Wales University 2003 — 2007
Bachelor of Science, Retail Marketing Management, Fashion Merchandising
Newtown High School 1999 — 2003
Herman Ostrow School of Dentistry of USC August 2011 - Present
University of Southern California 2010 - September 2011
Den-Mat Holdings, LLC January 2010 - September 2010
Remedent August 2007 - December 2008
Mass Mutual 2005 - 2006
Clifton & Associates, Inc. 2004 - 2005
Pacific Dental Aesthetics 2004 - 2005
Chris Truhan, D.D.S. 1979 - 1999
Skills
Healthcare, Dentistry, Clinical Research, Cosmetic Dentistry, Restorative Dentistry, Prosthodontics, Veneers, Treatment, Research, Marketing Strategy, Teeth Whitening, Orthodontics
Education
University of Southern California 1975 — 1979
D.D.S., Dentistry--Life Sciences, Anatomy, Pharmacology, Physiology, Biochemistry, Psychology, Ethics
Michigan State University 1971 — 1975
B.S., Natural Sciences-Biology
Investors Capital January 2014 - Present
Metlife November 2011 - January 2014
Loansnap.com 2006 - 2007
quotemearate.com 2005 - 2006
Paychex July 2003 - March 2005
mass mutual 2000 - 2004
Education
Lynn University 1997 — 2000
BSBA, Business Management
Legend Realty Services January 2009 - Present
Mass Mutual October 2012 - Present
AGB Capital Construction January 1999 - February 2001
Skills
Real Estate, Entrepreneurship, Investments, Insurance, Real Estate Development, Life Insurance, Disability Insurance, Fixed Annuities, Term Life Insurance, Investment Properties, Sales, First Time Home Buyers, Referrals, Customer Service, Mortgage Lending, Selling, Marketing, Real Estate Transactions, Brokerage, Commercial Real Estate, Contract Negotiation, FHA, Finance, Foreclosures, Investors, Loans, Negotiation, Property, Property Management, Real Estate Economics, Real Estate Financing, Residential Homes, Sales Management, Sellers, Small Business
Education
Indiana University of Pennsylvania
Capital One January 2013 - Present
Capital One April 2011 - January 2013
hhgregg July 2010 - April 2011
hhgregg December 2009 - July 2010
Mass Mutual March 2009 - December 2009
Circuit City April 2008 - March 2009
Circuit City July 2007 - April 2008
Circuit City October 2006 - July 2007
Circuit City March 2005 - October 2006
Skills
Management, Strategic Partnerships, Strategy, Vendor Management, Retail, Income Statement, Merchandising, Microsoft Office, Sales, Sales Management, Training, Leadership, Cross-functional Team..., P, Sales Operations, Inventory Management, Customer Service, Forecasting
Education
University of Missouri-Columbia, College of Business 2002 — 2004
B. S. in Business Administration, Marketing
Missouri State University 2000 — 2002
Associates Degree, Business
Union Bank & Trust January 2012 - Present
CornerstoneRPO March 2010 - January 2012
Mass Mutual January 2009 - March 2010
Technology Support Center, Inc. August 2008 - October 2008
MeadWestvaco Corporation 2004 - May 2008
Circuit City Stores Inc. 1997 - 2004
Greenhorne & O'Mara, Inc. 1990 - 1997
Thomas & Associates, Inc. 1988 - 1990
Skills
Talent Acquisition, Strategic Sourcing, RPO, Active/Passive Channels, Consulting, Social Networking, HR & Compliance, Pipeline Development, Behavioral Interviewing, Targeted Selection..., Competency Based..., Recruiting Leadership, Technical Recruiting, Employee Referral..., Client Management, Mentoring, Workforce Planning, Applicant Tracking..., Project Management, Process Management, Change Management, Team Leadership, SAP, Big 4, Banking, Human Resources, Compliance, Recruiting, Succession Planning, CRM, HRIS, Leadership, Employee Relations, Talent Management, Temporary Placement, Vendor Management, Screening Resumes, Management, Strategy, Onboarding, Cold Calling, Program Management, Performance Management, Internet Recruiting, Benefits Negotiation, Personnel Management, Deferred Compensation, Sourcing, Interviews
Education
Messiah College 1984 — 1986
BS, Human Resources
Geneva College 1982 — 1984
Sabo Public Relations May 2012 - Present
City of Wyoming, MI 2012 - Present
Meijer.com January 2008 - May 2012
Meijer.com February 2008 - June 2009
Sassy Baby Products December 2006 - December 2007
Belwith International November 2005 - December 2006
Mass Mutual 2003 - 2005
Skills
Editing, Media Relations, Press Releases, Marketing Communications, Marketing Copy, Content Development, Analysis, Content Management, Social Media, Web Content Management, Email Marketing, Copywriting, SEO, Copy Editing, Microsoft Office, Research, Project Planning, SEO copywriting, Web Analytics, Omniture, Photoshop, Web Editing, Data Analysis, Analytics, Technical Writing, Report Writing, Writing, Image Editing, Organic Search, Six Sigma, 5S, Presentation Development, Project Coordination, Focus Groups, Creative Writing, Website Copy, Search Engine..., Promotional Writing, Product Reviews, Adobe Photoshop, Adobe Omniture, Survey Development, WordPress, Web Content, Newsletters, Facebook
Education
Western Michigan University 2012 — 2015
Master of Arts (M.A.), Communication, General
Grand Valley State University 2003 — 2005
Bachelor of Arts, Communication
Muskegon Catholic Central High School 1996 — 2000
St. Michaels Elementary
Matter Communications May 2014 - Present
Citizens Bank October 2013 - May 2014
Citizens Bank December 2011 - September 2013
Citizens Bank June 2010 - December 2011
Tidewater Catering and Hospitality Resources December 2006 - June 2010
Mass Mutual January 2010 - May 2010
Comcast Cable June 2009 - August 2009
Skills
Microsoft Word, Microsoft Excel, Customer Service, Publicity, Management, Press Releases, Outlook, PowerPoint, Marketing, Editing, Event Planning, Facebook, Public Relations, Social Media, Event Management, Marketing Communications, Public Speaking, Community Outreach, Media Relations, Strategic Communications, Speech Writing, Corporate Communications, Program Management
Education
Southern New Hampshire University 2011 — 2013
MBA, Marketing, 4.0
Providence College 2007 — 2010
Bachelor of Science, Management, 3.82, Magna Cum Laude
Load Delivered Logistics, LLC July 2015 - Present
CPS, Inc November 2014 - June 2015
d'aprile properties, llc April 2014 - June 2015
Coyote Logistics November 2010 - January 2014
Mass Mutual October 2009 - July 2010
Chicago White Sox June 2008 - June 2009
Skills
Microsoft Office, Logistics, Word, Customer Service, Excel, Microsoft Excel, Microsoft Word, Team Building, Marketing Strategy, New Business Development, Cold Calling, Strategic Planning, Sales Process, Supply Chain, Negotiation, Transportation, Account Management, Salesforce.com, Sales Management, Sales, Sales Operations, Retail, LTL, Operations Management, Inventory Management, Marketing, Management, Coaching
Education
Marshall University 2006 — 2010
Bachelor of Econimics, Economics
T. F South
Department of Veterans Affairs June 2010 - Present
Mass Mutual December 2004 - April 2010
Edward Jones April 1996 - January 2004
Davies, Turner August 1994 - April 1996
Michael Feinstein M.D December 1985 - August 1994
Skills
Strategic Financial..., Investments, Insurance, Finance, Retirement Planning, Retirement, CRM, Sales, Management, Employee Benefits, Training, Accounting, Financial Services, Securities, Tax, Fixed Annuities, Accounts Receivable, Financial Analysis, Long-term Care, Disability Insurance
Education
Philadelphia University 2000 — 2004
MBA, Finance
La Salle University 1989 — 1992
BS, Accounting
Spectrum Wealth Management September 2014 - Present
LPL Financial September 2009 - August 2014
Associated Securities Corp. June 2004 - September 2009
Mass Mutual January 2000 - June 2004
Northwestern Mutual May 1996 - January 2000
Skills
Investments, Insurance, Financial Planning, Alternative Investments, Retirement Plan..., Retirement Income..., Tactical Asset..., Comprehensive Wealth..., Wealth Preservation..., Asset Allocation, Investment Strategies, Securities, Portfolio Management, Financial Services, Finance, Retirement Planning, Series 7, Wealth Management, Investment Advisory, 401k, Mutual Funds, Fixed Annuities, IRAs, Financial Advisory, Estate Planning, 401k Rollovers, ETFs, Asset Management, Life Insurance, Investment Management, Disability Insurance, Financial Planners, Long Term Care Insurance, Series 24, Term Life Insurance, Equities, Pensions, Separately Managed..., Fixed Income, Qualified Retirement..., Hedge Funds, Financial Analysis, Employee Benefits, Wealth Accumulation, Health Insurance, Financial Markets, Universal Life, Bonds, Whole Life, Risk Management
Education
The American College 2003 — 2012
ChFC, Chartered Financial Consultant
The American College 1998 — 2003
CLU, Chartered Life Underwriter
Loyola Marymount University 1992 — 1996
Business Administration, Marketing & Finance
Servite 1988 — 1992
SKC Financial Group February 2011 - Present
Ohio National Financial Services February 2011 - Present
MetLife Financial Services April 2010 - February 2011
Mass Mutual 2006 - 2010
Skills
Life Insurance, Strategic Financial..., Fixed Annuities, Investments, Retirement Planning, 401k Rollovers, Financial Planners, Investment Advisory, Disability Insurance, Retirement, IRAs, 401k, Financial Advisory, Universal Life, Long-term Care, Estate Planning, Mutual Funds, Insurance, Series 6, Series 63, Term Life Insurance, Wealth Management, Series 7, Securities, Asset Allocation, Whole Life, Long Term Care Insurance
Education
Indiana University of Pennsylvania 2001 — 2005
Bachelor of Science, Finance and Economics
Lackawanna Trail High School 1997 — 2001
Diploma
Professional Medical, Inc. September 2012 - Present
Primus Medical September 2010 - October 2012
The Lake Club March 2010 - September 2010
Mass Mutual November 2008 - March 2010
Skills
Sales Operations, Sales, Customer Service, Cold Calling, Account Management, Sales Process, Sales Management, Selling, Budgets, Healthcare, Marketing, Management, Team Building, Leadership
Education
Kent State University 2004 — 2008
Bachelor of Business Administration w/ minor in Psychology, Marketing
Minich MacGregor Wealth Management October 2011 - Present
NYSMSP June 2005 - Present
TrailPass, LLC June 2003 - Present
Motorcycle Safety Foundation January 2010 - July 2011
Topnotch Cabinetry 2002 - 2009
Mass Mutual March 1994 - May 2001
Skills
Marketing Strategy, Social Media Marketing, Training & Development, Social Media, Research, Market Planning, Strategic Planning, Public Speaking, Employee Training, Marketing, Management, Entrepreneurship, Team Building, Project Management, Marketing Communications, Advertising, Sales, Public Relations, Training, Coaching, Leadership, Small Business, Event Planning, Editing, Event Management, Online Marketing, Fundraising, Social Networking, Nonprofits
Education
Ithaca College 1987 — 1991
Television Radio
Fisher Wealth Creations LLC April 2013 - Present
James R Fisher, CPA/PFS, Certified Tax Coach 1997 - Present
Anthony Wayne Alumni Assoc 2009 - Present
Waterville Chamer of Commerce 2009 - 2011
The Ashley Group 2005 - 2009
Mass Mutual 1997 - 2000
Skills
Retirement Planning, Investments, AICPA Certified..., CPA, Pro-Active Tax Planning, Certified Tax Coach..., Financial Planning, Personal Financial..., Financial Planners, Strategic Financial..., QuickBooks, Small Business, Tax, Securities, Finance, Retirement, Tax Preparation, Financial Advisory, Estate Planning
Education
Miami University 1979 — 1983
Bachelor of Science (BS), Accountancy
Nerium International October 2013 - Present
NCR Corporation April 2014 - May 2015
AOL Inc. October 2010 - April 2014
COMPUTERSHARE PLAN MANAGERS January 2008 - October 2010
WYNDHAM WORLDWIDE CORPORATION August 2006 - January 2008
Cendant April 2006 - August 2006
MEDCO HEALTH SOLUTIONS, INC May 2003 - March 2006
Morgan Stanley August 1999 - April 2003
Mass Mutual August 1998 - June 1999
First Investors Corporation May 1997 - August 1998
Skills
Employee Benefits, Analysis, Human Resources, HRIS, Management, Strategy, Payroll, Finance, Financial Services, Equities, Training, Benefits Administration, Budgets, Software Documentation, Financial Reporting, Incentive Programs, Accounting, Process Improvement, Executive Pay, Call Centers, Vendor Management, Project Planning, Mergers & Acquisitions, Outsourcing, Deferred Compensation, Strategic Financial..., PeopleSoft, ADP Payroll, Risk Management, Business Process, Sarbanes-Oxley Act, Series 7, Investments, Program Management, Onboarding, Performance Management, CRM, Stock Compensation, ESPP, 401k, Payroll Taxes, Data Conversion, Workshop Facilitation, Securities, Pensions, Mergers, System Administration, Relationship Management, Business Analysis, Leadership
Education
Monmouth University 1994 — 1997
Bachelor of Science, Business Administration, Management
Middlesex County College 1992 — 1994
Accounting
Sayreville War Memorial High School 1988 — 1992
College Prep
National Convenience Solutions September 2011 - Present
Fortier Inc. April 2003 - August 2011
Mass Mutual May 2002 - April 2003
Education
Mississippi State University 1998 — 2002
Bachelors, Business
Bunker Hill Community College August 2013 - Present
Springfield Technical Community College January 2012 - Present
Massachusetts Justice Project 2006 - 2012
Moriarty, Donoghue & Leja 2004 - 2005
Mass Mutual 1999 - 2000
Skills
Teaching, Higher Education, Community Outreach, Public Speaking, Customer Service, Nonprofits, Curriculum Design, Non-profits, Research, Volunteer Management, Curriculum Development, Social Media, Attorneys, Program Development, Hiking, Grant Writing, College Teaching, Basketball, Process Improvement, Leadership Development, Staff Development, Fundraising, Mediation
Education
Westfield State University 2013 — 2014
Master's degree, Criminal Justice
Valparaiso University School of Law 2000 — 2003
Juris Doctor, Law
Nyack College 1995 — 1999
Bachelors of Arts, History
Kerfoot Financial Services December 2011 - Present
Mass Mutual January 2010 - December 2011
Northwestern Mutual February 2002 - January 2010
Skills
Estate Planning, Retirement Planning, Business Planning, Annuities, Life and Disability..., Long Term Care Insurance, Policy Reviews, Policy, Individual Life, Fixed Annuities, Financial Advisory, Disability Insurance, Life Insurance, Retirement, Financial Planners, 401k, Wealth Management, Portfolio Management, IRAs, Wealth Accumulation, Financial Services, Employee Benefits, Finance, Roth IRA, Long-term Care, Series 63, Series 6, Wealth, Series 7, Term Life Insurance, Mutual Funds, College Savings Plans, Wealth Management..., Strategic Financial..., Investment Advisory, Variable Annuities, Whole Life, Insurance
Education
Gonzaga University 1999 — 2001
Masters, Educational Adminstration
Gonzaga University
Bachelor of Arts (B.A.), General Studies
Midwest Community Bank November 2012 - Present
Mass Mutual November 2010 - October 2012
Dimond Bros Insurance Agency, Inc. July 2010 - October 2012
Community Bank of Northwest Illinois January 2010 - July 2010
Skills
Banking, Risk Management, Sales, Loan Servicing, Loan Origination, Personal Banking, Teller Operations, Agribusiness, Strategic Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Life Insurance, Property & Casualty..., Crop Insurance, Health Insurance, Employee Benefits, Commercial Insurance
Education
Northern Illinois University 2007 — 2009
BS, Economics
Highland Community College 2005 — 2007
AS
The FK Group, Inc 2011 - Present
FKG Holdings, inc July 2010 - Present
Mass Mutual September 2008 - April 2010
Pointe Capital October 2006 - May 2008
Skills
Property, Real Estate, Investments, Investors, Public Speaking, Credit, Sales, Real Estate Economics, Foreclosures, Mortgage Lending, Asset Management, Brokerage, Finance, Investment Properties, REO, FHA, Commercial Real Estate, Residential Homes, Short Sales
Education
Hofstra University 2004 — 2008
BA, Finance, Accountant
HHH HS West
Aginity LLC July 2009 - Present
Momentas LLC February 2009 - Present
ESPN May 2008 - July 2009
Experion Systems, Inc. August 2007 - April 2008
Adeptra, Inc. October 2006 - June 2007
Information Resources, Inc. January 2003 - October 2006
Independent Consultant August 2002 - January 2003
Mass Mutual March 2002 - September 2002
The Allied Group / Strategic Technologies April 2000 - February 2002
Information Resources, Inc. April 1996 - March 2000
Skills
Data Warehousing, Management, Leadership, Software Development, Agile Methodologies, Solution Architecture, Business Intelligence, Web Services, E-commerce, SEO, Analysis, Agile Project Management, Big Data, Microsoft SQL Server, Java, Scrum, CRM, SQL, Consulting, Project Planning, Forecasting, Lead Generation, Sales, Analytics, Data Modeling, MySQL, Netezza, Distributed Team..., Marketing, Enterprise Architecture, ETL
Education
Rensselaer Polytechnic Institute 1990 — 1993
MS
University of Connecticut
BS
Stratos Wealth Partners September 2013 - Present
LPL Financial September 2013 - Present
Heritage Private Wealth November 2010 - September 2013
First Heartland Capital, Inc. August 2007 - September 2013
The Advanced Strategies Group August 2007 - October 2010
Lincoln Financial Advisors 1992 - 2007
Sagemark Consulting 1992 - 1998
Mass Mutual January 1991 - September 1992
Mutual Benefit Life January 1986 - December 1990
Comerica Bank 1980 - 1985
Skills
Estate Planning, Wealth Management, Insurance Planning, Retirement Planning, Financial Planning, Wealth Transfer, Asset Protection, Succession Planning, Asset Management, Financial Services, Financial Advisory, Strategic Financial..., Insurance, Small Business, Retirement, Wealth
Education
Northern Michigan University 1976 — 1980
BS, Marketing
The Eppy Group August 2015 - Present
MASS MUTUAL October 2010 - January 2012
ON-SITE INSURANCE SCHOOL September 2007 - January 2012
Skills
Small Business, Life Insurance, Property & Casualty..., Disability Insurance, Long-term Care, Microsoft Office, Social Security..., Leadership, Microsoft Word, MICROSOFT POWERPOINT, PUBLIC SPEAKING, INSURANCE INSTRUCTOR, INSURANCE EXAM PRIVATE..., CONTINUING EDUCATION..., INSURANCE LICENSING..., HUMOROUS...
Education
Fordham University 1972 — 1976
Bachelor's degree, CLASSICS/POLITICAL SCIENCE, 3.2
UNITED STATE MARINE CORPS 1974 — 1975
PLC OFFICER CANDIDATE PROGRAM, Military and Strategic Leadership
Ogburn Strategy Group, LLC February 2014 - Present
Port of New Orleans October 2011 - February 2014
Total Property Management, LLC November 2008 - February 2014
G&B Services, LLC January 2006 - November 2008
Mass Mutual January 2005 - January 2006
Skills
Strategic Planning, Process Improvement, Data Analysis, Project Management, Customer Service, Financial Modeling, Operations Management, Program Management, Financial Analysis, Cross-functional Team..., Supply Chain Management, Leadership, Forecasting, Business Process..., Risk Management, Analysis, Six Sigma, Access, Management Consulting, Strategy
Education
Haslam College of Business at the University of Tennessee 2009 — 2010
Master of Business Administration, Logistics/Supply Chain Management
Radford University 2001 — 2005
Bachelor of Science, Business Administration
Chrome Consulting April 2012 - Present
Chrome Capital Partners LLC 2012 - 2014
Diversitybusiness.com 2001 - 2011
Mass Mutual May 2005 - 2009
Skills
Investments, Start-ups, Strategic Financial..., Strategic Planning, Portfolio Management, Business Strategy, Leadership, Entrepreneurship, Business Development, Strategy, Wealth Management, Financial Analysis, Cross-functional Team..., Insurance, Valuation, Mutual Funds, New Business Development, Investment Banking, Team Building, Due Diligence, Financial Modeling, Securities, Risk Management, Strategic Partnerships, Business Planning, Mergers, Financial Planners, Analytics, Credit Analysis, Management Consulting, Financial Services, Private Equity, Venture Capital, Competitive Analysis, Marketing, Executive Management, Mergers & Acquisitions, Analysis, Finance, Small Business, Funding, Corporate Finance, Contract Negotiation, Asset Management, Alternative Investments
Education
Beecher
Coop
Coop
Cooperative Highschool
Hampton University
Cetera Advisors, LLC September 2011 - Present
4T Financial August 2007 - Present
Securities America, Inc. Member FINRA/SIPC June 2006 - September 2011
Tower Square December 1996 - June 2006
Mass Mutual December 1990 - December 1996
Skills
Investments
Education
Orville H. Platt High School
University of New Haven
BA
Manchester Community College
MASS MUTUAL September 2015 - Present
Colonial Life August 2014 - Present
. 2012 - Present
New York Life Insurance Company July 2012 - July 2013
Blue Cross & Blue Shield of Rhode Island October 2007 - October 2008
Blue Cross & Blue Shield of Rhode Island 2007 - 2008
Fidelity Investments December 1997 - May 2005
Skills
Customer Service, Microsoft Excel, Microsoft Word, Administrative..., Food, Social Networking, Retail, Insurance, Employee Benefits, Customer Satisfaction, Access, Leadership, Team Building, Outlook, Training, Strategic Planning, Health Insurance, Process Improvement, Sales, Marketing
Education
Johnson and Wales University
Web Development & Internet Commerce
Northeastern University
Criminal Justice and Corrections
Walpole High School
Mass Mutual October 2006 - January 2012
Education
Oregon State University 1998 — 2003
BS BS, Engineering, Marketing, PreLaw, Computer Science
Indeed.com January 2014 - Present
Indeed.com November 2011 - December 2013
The Mergis Group February 2011 - October 2011
Mass Mutual October 2008 - January 2011
Skills
Cold Calling, Sales, Account Management, Lead Generation, Applicant Tracking..., Building Relationships, Salesforce.com, Relationship Management, Social Networking
Education
Fordham University 2002 — 2006
B.S, Business Administration
springbrook high school
Retirement Planning Specialists - Investment Advisory Firm July 2007 - Present
Mass Mutual October 2003 - June 2007
Pilgrim Baxter & Associates October 1997 - October 2003
Skills
Finance, Asset Allocation, Financial Services, Financial Analysis, Insurance, Investments, Mutual Funds, Retirement Planning, Sales, Series 6, Series 7, Wealth Accumulation
Education
Penn State University 1991 — 1996
BS, Accounting
Empower Retirement August 2015 - Present
EMPOWER Retirement December 2013 - August 2015
Great West Financial May 2008 - December 2013
Fidelity Investments 2007 - 2008
Mass Mutual 2006 - 2006
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
John Hancock Life Insurance Company (U.S.A.) 2002 - 2004
Education
George Mason University
Bachelor, International Business Minor: Information Technology
Mayor's office of Veterans' Affairs October 2012 - April 2015
Loyalty Alliance 2007 - 2011
Jed Weinstein Presents 2007 - 2007
Institutional Investor 2006 - 2006
Mass Mutual 2003 - 2005
Skills
Event Planning, Event Management, Community Outreach, Nonprofits, Strategy, Fundraising, Marketing, Training, Leadership, Relationship Development, Management, Program Management, Volunteer Management, Community Engagement, Community Management
Education
New York University 1998 — 2002
B.A, Sociology and Communications
TCU Insurance Agency April 2015 - Present
1st Source Bank May 2012 - April 2015
Cassady Neeser Brasseur 1992 - January 2012
Mass Mutual March 1985 - June 1990
Skills
Insurance, New Business Development, Employee Benefits, Disability Insurance, Customer Service, Team Building, Estate Planning, Marketing, Sales, Management, Strategic Planning, Workers Compensation, Leadership, Event Planning, Training, Life Insurance, Business Planning, Term Life Insurance, Health Insurance, Sales Management, Budgets
Education
Clay HS
Indiana University South Bend
Where to start?
Mass Mutual May 2007 - Present
Raymond James & Associates August 2004 - April 2007
Education
Niagara University 1981 — 1984
Canandaigua National Bank & Trust May 2014 - Present
Charles Schwab July 2007 - April 2014
Mass Mutual June 2006 - June 2007
RBC Dain Rauscher July 2005 - May 2006
Trinity Montessori School September 1998 - June 2005
Holcomb Wash and Dry January 1990 - January 1999
Skills
Finance, Investments, Series 7, Financial Services, Retirement, Retirement Planning, Leadership, Asset Allocation, Estate Planning, Series 63, Management, Banking, Marketing, Strategic Planning, Sales, Customer Service, Business Development, Mutual Funds, Financial Analysis, Portfolio Management, Public Speaking, Team Building
Education
Endicott College 2000 — 2002
Master of Education (M.Ed.)
Niagara University 1981 — 1985
American School in London
Northwest Bank August 2015 - Present
Bank of America January 2012 - August 2015
Education Finance Solutions August 2009 - December 2011
Education Finance Solutions 2009 - 2009
Wells Fargo Bank 2005 - 2009
Mass Mutual 2003 - 2005
Skills
Loans, Credit, Banking, Commercial Lending, Credit Analysis, Small Business Lending, Financial Analysis, Portfolio Management, Relationship Management, Lines Of Credit, Cross Selling, Commercial Banking, Risk Management, Finance, Treasury Management, Accounting, Loan Origination, Cash Management, Commercial Mortgages, Business Development, Credit Cards, Merchant Services, Deposits, SBA, Small Business, Credit Risk, Business Planning, Financial Reporting, Commercial Real Estate, Financial Risk, Consumer Lending, Mortgage Lending, Strategic Financial..., Mortgage Banking, Underwriting, Wealth Management, Investments, Refinance, Retail Banking, Asset Management, Mutual Funds, Small Business..., Great Cook
Education
Oregon State University 1996 — 2001
BS, Finance
Oregon State University
BS Finance
Minninger Financial Svcs September 1990 - Present
Rogers & Gray Insurance Agency February 1982 - September 1990
Mass Mutual January 1980 - December 1982
Skills
Securities, Financial Advisory, Financial Services, FINRA, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint, Business Strategy, Change Management, Process Improvement, Financial Modeling, Business Planning
Education
Georgetown University - The McDonough School of Business 1963 — 1967
Georgetown University - The McDonough School of Business 1963 — 1967
Travelers October 2009 - Present
mass mutual July 2005 - September 2009
Skills
SDLC, Software Project...
Education
Indian Institute of Technology, Kanpur 1996 — 1998
Verisight Inc. April 2015 - Present
Mass Mutual May 2009 - March 2015
Fidelity Investments January 2002 - December 2007
Fidelity Investments June 1997 - December 2001
CIGNA Retirement and Investment Services 1993 - 1997
Education
The University of Connecticut School of Business 1992 — 1995
MBA
Marist College 1985 — 1989
BS
Terryville High School
Mass Mutual Test AnalystCognizant Technology Solutions2005 - 2006
Education
Osmania University 2000 — 2003
Hunter West Insurance Services, Inc. 1999 - Present
Mass Mutual 1995 - 1999
Skills
Employee Benefits, Marketing, Insurance, Public Speaking, Loans, Life Insurance, Health Insurance, Disability Insurance, Training, Business Development, Management, Team Building, Customer Service
Education
University of Redlands 1985 — 1987
BS, Business
Los Angeles Valley College 1982 — 1985
General Requirements
The TOLI Group January 2009 - Present
River Financial Group January 2003 - December 2013
Mass Mutual June 1998 - January 2003
Education
Ohio Wesleyan University 1990 — 1994
Prudential Financial April 2011 - Present
mass mutual December 2007 - March 2011
Satyam Computer services Limited May 2003 - May 2007
Education
Jawaharlal Nehru Technological University 1999 — 2003
B.Tech, Computer Science Engineering
Mass Mutual January 1982 - Present
MassMutual January 1982 - Present
State Farm Insurance 1982 - July 2005
Education
National University 1986 — 1988
Credential, Mulitple Sugject Teaching Credential
University of California, Santa Barbara 1978 — 1983
Cigna November 2013 - Present
Mass Mutual July 2008 - November 2013
MassMutual January 2004 - July 2008
CIGNA July 2001 - March 2004
Phoenix Life Insurance Company July 2000 - July 2001
MassMutual Financial Group March 1998 - July 2000
Travelers March 1997 - March 1998
Vantage Computer Systems July 1991 - March 1997
Dept of Income Maintenance, State of CT July 1988 - July 1991
Connecticut Mutual Life March 1987 - April 1988
Skills
SDLC, Process Improvement, Systems Analysis, Business Requirements, Requirements Gathering, Business Analysis, Business Process..., Visio, Vendor Management, Requirements Analysis, Data Warehousing, COBOL, User Acceptance Testing, Business Intelligence, Analysis
Education
Manchester Community College 1999 — 2008
Associate of Science (A.S.), Computer Science
Revere Videos July 2015 - Present
Colonial Life April 2012 - Present
Colonial Life July 2011 - April 2012
DATAVO - Affordable Data & Voice Solutions November 2008 - June 2011
Mass Mutual July 2008 - October 2008
New York Life December 2007 - July 2008
Cingular Wireless January 2005 - November 2007
Timmons Subaru September 2003 - January 2005
Toyota of June 2003 - September 2003
Sunset Auto July 2002 - December 2002
Skills
Problem Solving, Customer Service, Sales, Customer Satisfaction, Marketing, Leadership, Sales Process, Telecommunications, Selling, Life Insurance, Insurance, Team Management, Fixed Annuities, Inventory Management, Retirement Planning, Employee Benefits, Sales Management, Management, Sales Operations, Advertising
Education
Golden West College 2005 — 2006
Long Beach City College 2002 — 2003
business, philosophy, speech, marketing, film, economics, political science
Cabrillo High School 1996 — 2000
graphic design
The Hartford October 2014 - March 2015
WellPoint January 2013 - January 2014
Randstad Technologies US 2012 - 2012
Anthem Blue Cross February 2011 - October 2011
IntePros Consulting March 2010 - October 2010
Mass Mutual March 2008 - August 2008
Skills
Vendor Management, Change Management, Business Analysis, SDLC, PMP, Visio, PMO, Software Documentation, Process Improvement, Program Management, Business Intelligence, IT Strategy, Microsoft Project, SharePoint, Microsoft Office
Education
Katherine Gibbs School 1997 — 1997
Associates, Secretarial Arts
Ambrosia Group, LLC August 2008 - Present
Merrill Lynch April 2006 - May 2008
JPMorgan Chase March 2005 - December 2005
Mass Mutual February 2002 - March 2005
Susie Kim Productions October 1996 - March 2002
Skills
Marketing, New Business Development, Strategic Planning, Marketing Strategy, Team Building, Business Development, Marketing Communications, Social Media Marketing, Negotiation, Finance, Project Management, Public Relations, Advertising, Product Development, Social Media, Investments, Sales, Improvisation
Education
Cooking and Hospitality Institute of Chicago 2002 — 2004
Associate of Arts and Sciences (A.A.S.), French Culinary Arts
Loyola University of Chicago 1992 — 1996
BBA, Marketing & Economics
FDIC September 2009 - Present
Indpendent Contractor June 2008 - July 2009
Helix Financial September 2005 - February 2008
MortgageRamp July 2003 - September 2005
NCF Financial February 2002 - June 2003
Fremont Investment November 1999 - January 2002
Mass Mutual June 1993 - October 1999
Northwestern Mutual September 1992 - May 1993
The MONY Group September 1984 - August 1992
Skills
Loan Origination, Mortgage Lending, Underwriting, Due Diligence, CMBS, Valuation, Asset Managment, Real Estate, Real Estate Economics, Portfolio Management, Capital Markets, Loans, Financial Analysis, Credit, Financial Structuring, Commercial Mortgages, Corporate Finance, Real Estate Development, Appraisals, Negotiation
Education
Georgia State University 1982 — 1984
MS, Real Estate
University of North Carolina at Chapel Hill 1974 — 1979
BA, City Planning
Mass Mutual January 2006 - Present
MassMutual Financial Group 2006 - January 2011
Skills
Disability Insurance, Term Life Insurance
Education
Holyoke Community College
UMass
Social Work
Center for Wealth Preservation / MassMutual September 2014 - Present
NYLIFE Securities LLC May 2012 - August 2014
Citibank May 2010 - December 2011
Citibank January 2006 - May 2010
Northwestern Mutual November 2003 - January 2006
Dime Securities February 1997 - December 2002
Mass Mutual 1991 - 1992
Hampton Chemists 1978 - 1987
Skills
401(k) Rollovers, Licensed Life Insurance..., Estate Planning, Annuity Sales
Education
Queens College
B.A., History
Anderson & Anderson February 2001 - Present
Mass Mutual September 1960 - August 2001
Education
The American College 1968 — 1970
ms, financial services
Loyola College in Maryland
Mass Mutual July 2004 - Present
Skills
Defined Benefit Pension...
Education
Providence College 1981 — 1985
BS, Finance
Northeast Utilities June 2009 - Present
Pfizer January 2001 - December 2008
Datacap Inc 2000 - 2001
Gerber Scientific Products 1999 - 2000
Gerber Technology Inc 1998 - 1999
Mass Mutual 1986 - 1995
Education
Boston University
Business Analyst Certification
Pace University 1977 — 1981
B.A., Journalism
Mass Mutual September 2013 - Present
Charter One Bank September 2012 - September 2013
Exact Data ConsumerBase January 2012 - September 2012
Northwestern Mutual August 2009 - February 2011
Skills
Insurance, Personal Financial..., Investment Strategies, Morningstar, Trading, Client Relations Skills, Financial Services, Securities, Wealth Management, Retirement Planning, Asset Allocation, Financial Planners, Life Insurance, IRAs, Long Term Care Insurance, Disability Insurance
Education
Northern Arizona University 2004 — 2006
B.S., Political Science
Northern Arizona University 2004 — 2006
Bachelor of Science (B.S.), Political Science and Government
Prairie State College 1998 — 2001
A.S., Computer Science
Nicholls State University August 2012 - Present
Mississippi Valley Regional Blood Center September 2010 - May 2012
Mass Mutual February 2010 - December 2010
Volt Technical Resources 2009 - 2009
Hawk Technology June 2004 - October 2008
Integrated Supply Solutions October 2001 - May 2004
Rock Island Lubricants 2001 - 2001
Molo Oil Company April 1999 - October 2000
Skills
Customer Service, Purchasing, Logistics, Budgets, Sales, Negotiation, Public Speaking, Strategic Planning, Non-profits, Team Building, Analysis, Leadership, Time Management
Education
Nicholls State University 2012 — 2015
Bachelor's Degree, Accounting and Finance, Senior
Scott Community College 2010 — 2012
Business Management
Rise Medical Staffing August 2015 - Present
GaddiPhoto January 2012 - Present
Wells Fargo January 2014 - August 2015
Mass Mutual February 2007 - February 2008
Farmers Insurance January 2006 - December 2007
Skills
Insurance, Financial Services, Customer Service, Sales, Strategic Planning, Microsoft Excel, Microsoft Office, Recruiting, Full-life Cycle..., Registered Nurses, Travel Nursing
Education
Warner Pacific College 2011 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Mt. Hood Community College 2006 — 2008
Insurance, Finance
VCE April 2015 - Present
George Washington University January 2009 - April 2015
Mass Mutual November 2007 - January 2009
Skills
System Administration, DNS, Unix, Troubleshooting, Red Hat Linux, Networking, Network Security, Enterprise Architecture, Disaster Recovery, Solaris, TCP/IP, Security, Storage, Firewalls, DHCP, Cisco Technologies, Databases, VMware, NetApp, Cisco IOS, Data Center, VPN, IT Strategy, Servers, Computer Security, Windows Server, Linux, Virtualization, ITIL, Network Administration, Storage Area Networks, Linux System..., IT Operations, Cisco Nexus, Bash, Perl, IT Service Management, EMC SAN Administration, EMC Networker, Enterprise Storage, SAN
Education
Radford University - College of Business and Economics
Bachelor's Degree
Citizens Bank March 2010 - Present
Mass Mutual 2005 - 2007
Mass Mutual 2005 - 2007
edward Jones 2000 - 2004
JB Hanauer 1997 - 2003
jb hanauer 1997 - 2002
Halpert & Co 1996 - 2001
jb hanauer 1996 - 2000
Skills
Banking, Finance, Financial Services, Time Management, Portfolio Management, Investments, Loans, Mortgage Lending, Commercial Lending, Credit, Commercial Banking, Retail Banking, Series 63, Credit Analysis, Wealth Management
Education
Kutztown University of Pennsylvania 1985 — 1990
Senior Family Services, LLC February 2013 - Present
Piazza seventeen February 2011 - January 2013
Mass Mutual October 2009 - October 2011
Waddell & Reed January 2009 - April 2009
Aerotek September 2005 - November 2005
US Army August 2001 - August 2005
Education
University of Pittsburgh 2007 — 2009
BS, Finance
HACC, Central Pennsylvania's Community College 2006 — 2007
AA, Business Administration
Mass Mutual April 2012 - Present
Mass Mutual November 2008 - March 2012
CIGNA Healthcare 2006 - 2008
CIGNA 2006 - 2008
MetLife 2002 - 2004
Paul Revere Ins. Co. 1986 - 1996
Skills
Health Insurance, Disability Insurance, Employee Benefits, Customer Service, Long-term Care, Life Insurance, Health Savings Accounts, Insurance, Account Management, Sales, Product Development, Marketing, 401k, Underwriting, Retirement, Brokers, Fixed Annuities, Term Life Insurance
Education
Gettysburg College 1978 — 1983
BA, Business
JPMorgan Chase Bank, N.A. January 2012 - Present
St. Pius X Catholic Church July 2007 - January 2012
Wachovia, A Wells Fargo Company February 2003 - July 2007
Mass Mutual April 2002 - February 2003
Wachovia, A Wells Fargo Company November 1996 - April 2002
Skills
Microsoft Excel, Training, Team Building, Leadership, Event Planning, Public Speaking, Microsoft Word, Teaching
Education
Fullerton College
Completed one year of Liberal Arts Curriculum
Atlas Distributing, Inc. February 2014 - Present
Independent March 2010 - Present
Mass Mutual April 2006 - April 2009
State Street April 2003 - April 2006
Skills
Illustrator, InDesign, Graphic Design, Dreamweaver, Photoshop, Digital Photography, Adobe Acrobat, Adobe Creative Suite, Mac, Web Design, Logo Design, Illustration, Typography, Business Cards, Image Manipulation, Pre-press, Website Development, CSS, Vector Illustration, Image Editing, Branding
Education
Mount Wachusett Community College 2009 — 2013
Certificate, Graphic Design
University of Massachusetts, Amherst 1996 — 2001
Bachelors, Communication
Mass Mutual January 2008 - November 2008
Education
Le Moyne College 2004 — 2008
Finance, Marketing
The Cara Program February 2010 - Present
Urban Prep Academies August 2008 - Present
mass mutual January 2009 - January 2010
Education
Purdue University 2005 — 2008
Law and Society minor in Forensics, sociology, and forensics
St. Joseph's College (IN) 2003 — 2004
Forensics
EnerNOC March 2013 - Present
Citi April 2012 - March 2013
Mass Mutual September 2010 - April 2012
Second Wind Inc. 2010 - 2010
Woodard & Curran 2008 - 2008
Skills
Microsoft Excel, Microsoft Office, Business Development, Management, Event Planning, Process Improvement, Finance, Program Management, Marketing
Education
Hobart and William Smith Colleges 2005 — 2009
BA, Economics and Environmental Studies
Mountain Empire Agency Alliance April 2013 - Present
Hickman, Johnson & Simmonds Insurors May 2008 - April 2013
Mass Mutual November 2006 - April 2008
Woodlake golf club April 2003 - November 2006
Skills
Workers Compensation, Legal Liability, Property, Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Employee Benefits, Health Insurance, Liability, Disability Insurance, Long-term Care, Retirement, Professional Liability, General Insurance, New Business Development, Brokers, Customer Service, Umbrella Insurance, Claim, Term Life Insurance, Claims Management, Casualty, Risk Management, 401k, Life Insurance, Marketing, Small Business, Commercial Lines, Excess, Customer Retention, Casualty Insurance
Education
Lincoln Memorial University 2003 — 2006
BS, Economics
Saline high
Wetherall Financial Services 1965 - Present
Mass Mutual July 1965 - January 2010
Education
Marshall University 1960 — 1964
Arts & Sciences
Diana L. VanDam, LLC June 1991 - Present
Benchmark Retirement Services, LLC December 2014 - Present
Charter Oak Insurance and Financial Services August 2013 - December 2014
Principal Financial Group December 2009 - June 2013
DRS & W Insurance February 2003 - July 2008
Cumulus Broadcasting - WICC Bridgeport, CT March 2001 - October 2005
Mass Mutual June 2001 - February 2003
Skills
Employee Benefits, Succession Planning, Business Valuation, Retirement Planning, Insurance, Disability Insurance, Annuities, Long Term Care, 401k, Mutual Funds, Term Life Insurance, Securities, Insurance Planning, IRA's, Estate Planning, Annuity
Education
Northeastern University
Marketing
The American College
Insurance
Mass Mutual Financial Advisor/AgentMassMutual Financial Group2009 - Present
ICAP November 2003 - February 2008
Education
Fordham University 1983 — 1987
BS, Biology/Pre-Med
Mass Mutual April 2008 - October 2009
Thornton W. Burgess Middle School September 2007 - December 2007
Costco Wholesale September 2007 - December 2007
DFF May 2006 - August 2006
Skills
SDLC
Education
UMass Amherst 2011 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, 3.4
Holyoke Community College 2010 — 2011
Associate's degree, Business Administration and Management, 3.4
Holyoke Community College 2005 — 2007
Associates, Computer Information Systems, 3.4
Mass Mutual
Skills
Access, Insurance, SQL
Education
Pace University-Pleasantville/Briarcliff Campus
Master of Science (MS), Software Engineering
Travelers June 2015 - Present
Travelers April 2014 - June 2015
Travelers April 2012 - April 2014
Aetna March 2007 - April 2012
tlag 2006 - 2007
Alea North America 2004 - 2006
mass mutual 2004 - 2004
ivans 2001 - 2004
great american 1995 - 2000
Skills
Health Insurance, SDLC, Business Analysis, Business Requirements, Requirements Analysis, Insurance, Requirements Gathering
Education
Northern Kentucky University 1991 — 1995
BA, Communications, Business
Knights of Columbus 2012 - Present
Knights of Columbus 2010 - 2012
Mass Mutual 2005 - 2010
ING Americas 2004 - 2005
Phoenix Home Life 2002 - 2004
Mass Mutual 2001 - 2003
CNA 2000 - 2001
Travelers Life & Annuity 1998 - 2000
CSC 1996 - 1998
Education
Franklin & Marshall College 1978 — 1982
BA, Business Management
Freelance Marketer and Business Development June 2015 - Present
Vital Botanicals, LLC July 2013 - Present
CoStar Group August 2011 - May 2013
Mass Mutual August 2009 - March 2011
Massachusetts Mutual Financial August 2008 - March 2010
Lifebooker September 2008 - May 2009
Rockville Chamber of Commerce September 2006 - May 2007
Skills
Financial Analysis, Real Estate Financing, Brokerage, Investments, Market Research, Portfolio Management, Business Planning, New Business Development, Customer Relations, Microsoft Office, Real Estate Finance, Research, Due Diligence, Excel, Real Estate Investment, Business Strategy, Team Building, PowerPoint, Real Estate Development, Public Speaking, Problem Solving, Social Networking, Analysis, CRM, Real Estate, Real Estate Economics, sales, inside sales, Fundraising, Marketing, Business Development, Salesforce.com, Sales, Investment Properties, Microsoft Excel
Education
Pace University 2007 — 2009
BA, Business Administration
Pace University - Lubin School of Business 2005 — 2009
Bachelor of Business Administration, Business Management
Montgomery College 2005 — 2008
AA, International Business
Aetna August 2011 - Present
Mass Mutual March 2010 - August 2011
ING March 2006 - March 2010
UTC January 2004 - June 2006
Skills
Six Sigma, Operational Excellence, Business Strategy, Business Process..., Change Management, Business Analysis, Process Improvement, SDLC, Vendor Management, Program Management, Insurance, Visio, Fully Bilingual..., Minitab proficient, NICE
Education
Rensselaer Polytechnic Institute at Hartford 2004 — 2006
Master in Science, Enterprise Management
University of Puerto Rico, Mayagüez Campus 1996 — 2001
Bachelor of Engineering (BEng), Chemical Engineering
Mass Mutual October 2011 - Present
Education
Old Dominion University
B.S., Business
Mass Mutual September 2009 - Present
Mass Mutual July 2007 - Present
Mass Mutual July 2004 - Present
Mass Mutual September 1997 - Present
Skills
Organizational..., Financial Management, Strategic Planning, Customer Service..., Lean Six Sigma Belt..., Budget Management, Database Management, Reporting & Analysis, Budgets
Education
University of Massachusetts, Amherst 1985 — 1990
business
Lesley University
Bachelor of Science, Business Management
Lincoln Financial group,Hartford,CT July 2013 - June 2014
Medventive,Waltham,MA October 2012 - May 2013
Moore Medical June 2011 - December 2011
Hertz October 2010 - December 2010
Mass Mutual February 2006 - March 2008
Skills
User Acceptance Testing, Quality Center, Requirements Analysis, LoadRunner, SDLC, Test Planning, Software Quality..., Test Automation, Quality Assurance, Agile Methodologies, Testing, Regression Testing, Test Cases, Business Analysis, SQL, Databases, JIRA, Software Project..., SharePoint, Integration, Visio, Data Warehousing, Requirements Gathering
Education
Osmania University
Flagstar Bank April 2012 - Present
Volkswagen Group of America August 2011 - May 2012
Oakland University August 2008 - August 2011
Chase Bank September 2010 - July 2011
Oakland University August 2006 - May 2011
Student Business Services May 2007 - August 2010
Mass Mutual June 2009 - August 2009
DOTS, Inc June 2005 - August 2009
Skills
Higher Education, Student Affairs, Research, SAP Financial, Microsoft Office, Teller Express, Loantrac, DocVelocity, Team Leadership, Accounting, Budgets, Management, Social Media
Education
Oakland University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Oakland University 2002 — 2006
Bachelor of Science, Finance
Barnes Group Inc. August 2012 - Present
Manpower Professional/Bank of America March 2012 - June 2012
Lincoln Financial January 1997 - February 2010
Mass Mutual January 1989 - January 1996
Connecticut Bank and Trust September 1985 - June 1989
Skills
Insurance, Process Improvement, Analysis, Strategic Planning, Claim, Customer Service, Risk Management, Reinsurance, Financial Services
Education
Manchester Community College 2012 — 2012
Quickbooks
Middlesex Community College 1985 — 1989
Associate's degree, Business
Mass Mutual June 2011 - Present
Straus News February 2004 - May 2009
Skills
Client Relationship..., Public Relations, Creative Development, CRM, Creative Direction, Social Media Marketing, Marketing Communications, Advertising, Team Leadership, Team Building, Marketing Strategy, Coaching, Strategic Planning, Customer Service
Education
Kent State University
William Woods University
Mass Mutual June 2002 - Present
J.P. Turner January 2011 - January 2013
Skills
IRAs
Education
Penn State University
Business Admin
Mount Kisco Wines and Spirits September 2006 - Present
Mass Mutual September 2011 - May 2012
Skills
Customer Service, Sales, Operations Management, Financial Analysis, Finance, Management, Merchandising, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Pricing, Sales Management, Wine, Alcoholic Beverages, Leadership
Education
Pace University - Lubin School of Business 2009 — 2011
MassMutual Financial Group December 2014 - Present
McCurdy Group June 2013 - December 2014
Health New England November 2011 - June 2012
Unemployed May 2011 - February 2012
Barton Associates Inc. November 2010 - May 2011
Mass Mutual December 2005 - November 2010
MassMutual Financial Group 2008 - 2010
Skills
Microsoft Office, Customer Service, Call Centers, Insurance, Customer Relations, Data Entry, Able To Multi-task, SAP, Call Center, Operations, Administrative Support, Insurance Billing, Invoice Processing, Invoicing, Administrative..., Time Management, Training, Customer Satisfaction, Microsoft Excel, Microsoft Word
Education
Homeschooled 1995 — 2000
High school Dimploma, Diploma
Holyoke Community College
Mass Mutual 1998 - 2011
Various 1994 - 1998
Travelers Insurance 1990 - 1993
Skills
Project Management, Cross-functional Team..., Product Management, Budgets, Process Improvement, SDLC, Business Analysis, Vendor Management, Risk Management, Project Portfolio..., Visio, Project Planning, Enterprise Software, Business Intelligence
Education
College of the Holy Cross
BA, Psychology
Rensselaer Polytechnic Institute at Hartford
M.B.A., Concentration in Human Resources
Rensselaer Polytechnic Institute at Hartford
M.S., Computer Science
Voya Financial Advisors June 2006 - Present
Mass Mutual July 1998 - May 2006
Education
Penn State University
Master’s Degree, Organization Development and Change
Penn State University 1988 — 2014
Bachelor’s Degree, Communication Arts and Sciences
Pratt & Whitney January 2012 - Present
Sikorsky Aircraft February 2010 - January 2012
ING Investment Management January 2008 - October 2009
Robert Half International January 2004 - October 2009
ING Investment Management 2008 - 2009
Bayer Corporation February 2007 - December 2007
Sikorsky Aircraft April 2006 - December 2006
Mortgage Lenders May 2004 - March 2006
Mass Mutual August 2003 - December 2003
Citigroup Global Investments September 2002 - April 2003
Skills
Financial Analysis, Account Reconciliation, Auditing, Sarbanes-Oxley Act, Risk Management, Access, SAP, Finance, Strategic Financial..., Data Analysis, Analysis, Financial Reporting, Business Planning, Internal Controls, Budgets, Accounting, Business Analysis, Variance Analysis, Project Management, Management, Process Improvement
Education
Quinnipiac University - School of Business 1969 — 1973
B. Science, Accounting
Senior Whole Health September 2012 - Present
Mass Mutual May 2007 - January 2012
Fallon Community Health Plan September 1985 - August 2006
Mass Rating Bureaus November 1982 - September 1985
Skills
Ethical Leadership, Create Audit Department, Leadership Development, Risk Assessment, Compliance, Internal Audit, Insurance, Risk Management, Internal Controls, Financial Analysis, Accounting, Sarbanes-Oxley Act, Business Process..., HIPAA, Enterprise Risk..., Analysis, Auditing, Process Improvement, Governance
Education
Nichols College 1993 — 1996
MBA, Business
Salem State College 1978 — 1983
BSBA, Accounting
Mass Mutual January 2012 - Present
Rice University August 2009 - Present
University of Texas at Austin May 2011 - July 2011
Education
Rice University 2009 — 2013
B.A., Economics, Philosophy, Psychology
Colonial Life 2010 - Present
Event Xtras, Inc. June 1997 - May 2010
Mass. Mutual January 1995 - June 1997
Northwestern Mutual Life August 1987 - December 1995
Skills
Employee Benefits, Fixed Annuities
Education
Louisiana State University 1978 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Edward Jones August 2015 - Present
First Allied Securities, Inc. November 2012 - August 2015
Scottrade February 2012 - November 2012
Mass Mutual January 2008 - February 2012
Education
University of Missouri-Columbia 2005 — 2007
Bachelor's Degree, Accounting and Finance; Economics
Missouri State University 2004 — 2005
Business
City of Springfield, Massachusetts December 2012 - Present
City of Springfield December 2011 - December 2012
Verizon Business January 1994 - July 2011
Pioneer Imports June 1991 - January 1994
Computer Telephone Company May 1989 - May 1991
Monarch Life Insurance Company December 1986 - May 1989
Mass Mutual July 1985 - December 1986
Education
Westfield State College 1983 — 1985
BS, Business Management
Holyoke Community College 1981 — 1983
Associates, Business Administration
Cathedral High School 1978 — 1981
Mass Mutual Registered RepresentativeMML Investors Services LLC.2005 - Present
Education
Medaille College 1997 — 1999
BBA, Business Administration and Management, General
Paylocity December 2014 - Present
Paychex June 2008 - December 2014
Mass Mutual 2007 - 2008
Skills
System Testing, User Acceptance Testing, Regression Testing, Java, VB.NET, Visual Basic, Excel, SQL, QTP, SoapUI, LoadRunner, HP QTP
Education
Rochester Institute of Technology 2003 — 2006
BS, Information Technology
Monroe Community College 2001 — 2003
MassMutual Financial Group January 2013 - Present
Mass Mutual 2013 - 2015
The Hartford April 2004 - December 2012
Skills
Qualified Retirement..., Training & Development, 401k, Series 63, Retirement, Series 7, Retirement Planning, Investments, Asset Allocation, Series 6, Pensions, Wealth Management, Mutual Funds, Financial Services
Education
Minnesota State University, Moorhead 1981 — 1983
Bachelor of Science (B.S.), Accounting, B
Minnesota State University, Moorhead 1971 — 1977
Bachelor's degree, Accounting and Finance