Mass Mutual
Description
The Massachusetts Mutual Life Insurance Company, founded in 1851, is an American mutual life insurance company serving five million clients. With headquarters in Springfield, Massachusetts, the company employs more than 7,000 in the United States, and a total of 10,614 internationally. Headquarters: Springfield, Massachusetts, United States Revenue: 29.6 billion USD (2016) Founder: George W. Rice Founded: 1851, Springfield, Massachusetts, United States Subsidiaries: Barings, OppenheimerFunds, Executives: Roger W. Crandall (CEO, President, Chairperson),
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Mass Mutual Employees
Employee
Years
Job
Industry
Alex Jansen Alex Jansen's Mass Mutual Experience May 2010 - March 2012
Job Financial Advisor at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates June 2014 - Present
New England Financial March 2012 - June 2014
Mass Mutual May 2010 - March 2012
Southwestern University August 2009 - May 2010
Southwestern University November 2008 - May 2010
Skills
Financial Analysis, IRA..., Investments, Multi-generational..., 401k Rollovers, Retirement Funding..., Business Succession..., Asset Allocation, Executive Benefit..., 401k, Group Benefit Plans, Mutual Funds, Wealth Management, Wealth Preservation...
Education
Southwestern University 2006 — 2010
BA, Economics
Raymond James & Associates June 2014 - Present
New England Financial March 2012 - June 2014
Mass Mutual May 2010 - March 2012
Southwestern University August 2009 - May 2010
Southwestern University November 2008 - May 2010
Skills
Financial Analysis, IRA..., Investments, Multi-generational..., 401k Rollovers, Retirement Funding..., Business Succession..., Asset Allocation, Executive Benefit..., 401k, Group Benefit Plans, Mutual Funds, Wealth Management, Wealth Preservation...
Education
Southwestern University 2006 — 2010
BA, Economics
Julian Y. Chung Julian Y. Chung's Mass Mutual Experience 2009 - January 2012
Job Pain management / Antiaging specialist
Industry Health, Wellness and Fitness
Experience
LifeWave Alhambra March 2012 - Present
Strategic Choices Financial & Insurance Solutions January 2011 - Present
Mass Mutual 2009 - January 2012
Alhambra Chamber of Commerce January 2008 - June 2011
Colonial Life 2010 - 2011
Alhambra Chamber of Commerce 2009 - 2009
Tummy-Ssage, Inc. January 2003 - January 2007
Century 21, Citrus Realty January 1999 - January 2001
Skills
Life Insurance, Disability Insurance, Insurance, Health Insurance, Fixed Annuities, Free, Property & Casualty..., Term Life Insurance, Retirement Planning, Employee Benefits, Underwriting, Long-term Care, Commercial Insurance, Retirement, P&C Insurance, Estate Planning, Critical Illness, Workers Compensation, Investments, 401k, Long Term Care Insurance, Financial Analysis, Accident, Umbrella Insurance, Small Business, Whole Life, IRAs, Financial Services, Universal Life, Financial Planners, Strategic Financial..., Financial Advisory, Health Savings Accounts, Mutual Funds, Series 63, Brokers, Sales, Series 7
Education
University of California, Irvine 1992 — 1994
BA
Santa Monica College 1989 — 1991
LifeWave Alhambra March 2012 - Present
Strategic Choices Financial & Insurance Solutions January 2011 - Present
Mass Mutual 2009 - January 2012
Alhambra Chamber of Commerce January 2008 - June 2011
Colonial Life 2010 - 2011
Alhambra Chamber of Commerce 2009 - 2009
Tummy-Ssage, Inc. January 2003 - January 2007
Century 21, Citrus Realty January 1999 - January 2001
Skills
Life Insurance, Disability Insurance, Insurance, Health Insurance, Fixed Annuities, Free, Property & Casualty..., Term Life Insurance, Retirement Planning, Employee Benefits, Underwriting, Long-term Care, Commercial Insurance, Retirement, P&C Insurance, Estate Planning, Critical Illness, Workers Compensation, Investments, 401k, Long Term Care Insurance, Financial Analysis, Accident, Umbrella Insurance, Small Business, Whole Life, IRAs, Financial Services, Universal Life, Financial Planners, Strategic Financial..., Financial Advisory, Health Savings Accounts, Mutual Funds, Series 63, Brokers, Sales, Series 7
Education
University of California, Irvine 1992 — 1994
BA
Santa Monica College 1989 — 1991
Frederick Walch Frederick Walch's Mass Mutual Experience 1985 - 1989
Job Appraiser/Umpire/Trainer
Industry Insurance
Experience
The Walch Group December 2007 - Present
Aplin Peer & Associates, Inc. March 2011 - October 2013
H2O Partners, Inc. January 2009 - December 2011
Allied American Adjusting July 2010 - February 2011
Pilot Catastrophe Services, Inc. August 1989 - December 2007
Mass Mutual 1985 - 1989
Alabama State Port Authority 1981 - 1985
Skills
Liability, Claim, Adjustments, Risk Management, Property & Casualty..., Claims Management, Mediation, Insurance, Commercial Insurance, Property Claims, General Insurance, Flood, Workers Compensation, Management, Underwriting, Pensions, Property Damage, Legal Liability, Casualty, Subrogation, Customer Service, Claim Investigation, Negotiation, Reinsurance, Litigation Management, Professional Liability, Homeowners, Commercial Lines, Mold Remediation, Financial Risk, Water Damage, Marketing, Term Life Insurance, Life Insurance, Health Insurance, Xactimate, Fixed Annuities, Brokers, Insurance Law, Policy, Casualty Insurance, Training, Team Building, Claims Handling, Strategic Planning, Flood Management, Flood Insurance
Education
Spring Hill College 1977 — 1981
Business and Economics
The Walch Group December 2007 - Present
Aplin Peer & Associates, Inc. March 2011 - October 2013
H2O Partners, Inc. January 2009 - December 2011
Allied American Adjusting July 2010 - February 2011
Pilot Catastrophe Services, Inc. August 1989 - December 2007
Mass Mutual 1985 - 1989
Alabama State Port Authority 1981 - 1985
Skills
Liability, Claim, Adjustments, Risk Management, Property & Casualty..., Claims Management, Mediation, Insurance, Commercial Insurance, Property Claims, General Insurance, Flood, Workers Compensation, Management, Underwriting, Pensions, Property Damage, Legal Liability, Casualty, Subrogation, Customer Service, Claim Investigation, Negotiation, Reinsurance, Litigation Management, Professional Liability, Homeowners, Commercial Lines, Mold Remediation, Financial Risk, Water Damage, Marketing, Term Life Insurance, Life Insurance, Health Insurance, Xactimate, Fixed Annuities, Brokers, Insurance Law, Policy, Casualty Insurance, Training, Team Building, Claims Handling, Strategic Planning, Flood Management, Flood Insurance
Education
Spring Hill College 1977 — 1981
Business and Economics
Jared Meers Jared Meers's Mass Mutual Experience January 2006 - December 2007
Job POD Leader/Field Sales Trainer/ Smith & Nephew Endoscopy
Industry Medical Devices
Experience
Smith & Nephew Endoscopy May 2010 - Present
Majors Medical July 2009 - August 2010
Quantus Agency January 2008 - January 2010
Mass Mutual January 2006 - December 2007
UCO Football 2001 - 2005
Skills
Account Management, Advertising, Event Planning, Finance, Integrated Marketing, Leadership, Management, Marketing, Microsoft Excel, Negotiation, Networking, New Business Development, Project Planning, Sales, Sales Operations, Small Business, Social Media Marketing, Sports
Education
University of Central Oklahoma 2001 — 2005
Communication, Communication, Advertising, Broadcasting
Smith & Nephew Endoscopy May 2010 - Present
Majors Medical July 2009 - August 2010
Quantus Agency January 2008 - January 2010
Mass Mutual January 2006 - December 2007
UCO Football 2001 - 2005
Skills
Account Management, Advertising, Event Planning, Finance, Integrated Marketing, Leadership, Management, Marketing, Microsoft Excel, Negotiation, Networking, New Business Development, Project Planning, Sales, Sales Operations, Small Business, Social Media Marketing, Sports
Education
University of Central Oklahoma 2001 — 2005
Communication, Communication, Advertising, Broadcasting
Marcale Jones Marcale Jones's Mass Mutual Experience July 2009 - June 2010
Job Technical Recruiter at Hortonworks
Industry Financial Services
Experience
Hortonworks July 2014 - Present
TEKsystems July 2013 - July 2014
TEKsystems June 2010 - July 2013
Mass Mutual July 2009 - June 2010
Skills
Recruiting, Applicant Tracking..., Technical Recruiting, Talent Acquisition, Staffing Services, Internet Recruiting, Benefits Negotiation, Staff Augmentation, Temporary Placement, Screening, Screening Resumes, Contract Recruitment, College Recruiting, Executive Search, Interviews, Salesforce.com, Sourcing, Onboarding, Account Management, CRM, IT Recruitment, Management, Permanent Placement
Education
Santa Clara University
Hortonworks July 2014 - Present
TEKsystems July 2013 - July 2014
TEKsystems June 2010 - July 2013
Mass Mutual July 2009 - June 2010
Skills
Recruiting, Applicant Tracking..., Technical Recruiting, Talent Acquisition, Staffing Services, Internet Recruiting, Benefits Negotiation, Staff Augmentation, Temporary Placement, Screening, Screening Resumes, Contract Recruitment, College Recruiting, Executive Search, Interviews, Salesforce.com, Sourcing, Onboarding, Account Management, CRM, IT Recruitment, Management, Permanent Placement
Education
Santa Clara University
Roberto Arrieta Roberto Arrieta's Mass Mutual Experience October 2010 - January 2012
Job Life Insurance Agent/Financial Advisor
Industry Financial Services
Experience
Mass Mutual October 2010 - January 2012
Tacher Essential January 2010 - October 2010
Mapfre February 2009 - August 2009
Caribe Professional Insurance Agency January 1993 - January 2008
Skills
Marketing Strategy, Pricing Negotiation, New Business Development, Cost vs. Benefit..., Strategic Planning, Strategic Analysis, Bilingual-Spanish, Risk Management, CRM software, Customer Relations, Customer Retention, Customer Acquisition, Lead Generation, Lead Management, Insurance, Analysis, Customer Service, Relationship Management, Management, Life Insurance, Fixed Annuities, CRM, Underwriting, Financial Risk, Disability Insurance, Property & Casualty..., Health Insurance
Education
Universidad del Sagrado Corazón 1994 — 2000
Bachelor's Degree, Criminal Justice
Instituto Caribeno de Seguros 2002 — 2002
Insurance
Mass Mutual October 2010 - January 2012
Tacher Essential January 2010 - October 2010
Mapfre February 2009 - August 2009
Caribe Professional Insurance Agency January 1993 - January 2008
Skills
Marketing Strategy, Pricing Negotiation, New Business Development, Cost vs. Benefit..., Strategic Planning, Strategic Analysis, Bilingual-Spanish, Risk Management, CRM software, Customer Relations, Customer Retention, Customer Acquisition, Lead Generation, Lead Management, Insurance, Analysis, Customer Service, Relationship Management, Management, Life Insurance, Fixed Annuities, CRM, Underwriting, Financial Risk, Disability Insurance, Property & Casualty..., Health Insurance
Education
Universidad del Sagrado Corazón 1994 — 2000
Bachelor's Degree, Criminal Justice
Instituto Caribeno de Seguros 2002 — 2002
Insurance
Kevin Leipsic Kevin Leipsic's Mass Mutual Experience May 2009 - June 2010
Job Chief Resource Officer
Industry Management Consulting
Experience
The Chamber Resource Group January 2015 - Present
The Contractors Resource Center August 2003 - Present
Beutler Corporation August 2012 - December 2014
Nationwide July 2010 - May 2012
Mass Mutual May 2009 - June 2010
ShoreTel March 2006 - April 2009
eStara March 2002 - February 2006
Lipstream Networks January 1998 - February 2002
Peripheral Land April 1989 - November 1997
Skills
Lead Generation, Marketing, Sales, New Business Development, Online Marketing, Email Marketing, Selling, Social Media Marketing, Sales Management, CRM, Start-ups, Entrepreneurship, Business Strategy, Account Management, Team Leadership, Executive Management, Competitive Analysis, VoIP, Insurance, Strategic Partnerships, Training, Telemarketing, Green Technology
Education
San Jose State University
Associate's degree, Marketing Communications
The Chamber Resource Group January 2015 - Present
The Contractors Resource Center August 2003 - Present
Beutler Corporation August 2012 - December 2014
Nationwide July 2010 - May 2012
Mass Mutual May 2009 - June 2010
ShoreTel March 2006 - April 2009
eStara March 2002 - February 2006
Lipstream Networks January 1998 - February 2002
Peripheral Land April 1989 - November 1997
Skills
Lead Generation, Marketing, Sales, New Business Development, Online Marketing, Email Marketing, Selling, Social Media Marketing, Sales Management, CRM, Start-ups, Entrepreneurship, Business Strategy, Account Management, Team Leadership, Executive Management, Competitive Analysis, VoIP, Insurance, Strategic Partnerships, Training, Telemarketing, Green Technology
Education
San Jose State University
Associate's degree, Marketing Communications
Janet M. Clark Janet M. Clark's Mass Mutual Experience September 2006 - January 2007
Job Sr.Talent Acquisition Consultant (jclark6@travelers.com)
Industry Staffing and Recruiting
Experience
Travelers February 2007 - Present
Mass Mutual September 2006 - January 2007
Aetna January 2000 - August 2006
Aetna March 1985 - August 2006
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Technical Recruiting, Internet Recruiting, Sourcing, Consulting, College Recruiting, Hiring, Interviews, Talent Management, Strategy, Contract Recruitment, Marketing, Information Technology, Management, Temporary Placement, Executive Search, Cold Calling, Strategic Sourcing, Benefits Negotiation, Customer Service, Employee Benefits, HRIS, Temporary Staffing, Leadership, Screening Resumes, Employee Engagement, Employer Branding, Employee Relations, Human Resources, Enterprise Software, Workforce Planning, Staff Development, Strategic Planning, Program Management, Networking, Performance Management, Policy, PeopleSoft, Benefits Administration, Resume Writing, Screening, Onboarding, Staffing Services, Financial Services, Taleo, Deferred Compensation
Education
University of Connecticut 1972 — 1976
BS, Business
Travelers February 2007 - Present
Mass Mutual September 2006 - January 2007
Aetna January 2000 - August 2006
Aetna March 1985 - August 2006
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Technical Recruiting, Internet Recruiting, Sourcing, Consulting, College Recruiting, Hiring, Interviews, Talent Management, Strategy, Contract Recruitment, Marketing, Information Technology, Management, Temporary Placement, Executive Search, Cold Calling, Strategic Sourcing, Benefits Negotiation, Customer Service, Employee Benefits, HRIS, Temporary Staffing, Leadership, Screening Resumes, Employee Engagement, Employer Branding, Employee Relations, Human Resources, Enterprise Software, Workforce Planning, Staff Development, Strategic Planning, Program Management, Networking, Performance Management, Policy, PeopleSoft, Benefits Administration, Resume Writing, Screening, Onboarding, Staffing Services, Financial Services, Taleo, Deferred Compensation
Education
University of Connecticut 1972 — 1976
BS, Business
Megan McClure Megan McClure's Mass Mutual Experience 1988 - 1989
Job Owner at McClure Insurance Agency
Industry Insurance
Experience
McClure Insurance Agency 1990 - Present
Mass Mutual 1988 - 1989
Skills
Insurance, Health Insurance, Customer Service, Disability Insurance, Commercial Insurance, Life Insurance, Term Life Insurance, Workers Compensation, Property & Casualty..., Fixed Annuities, Strategic Planning, Marketing, 401k, Long-term Care, Marine Insurance, Investments, Legal Liability, Risk Management, Umbrella Insurance, Business Planning, General Insurance, Retirement, Liability, Homeowners, Estate Planning, Professional Liability, Underwriting, Strategic Financial..., Renters, Retirement Planning, Small Business, Claim, Sales, Employee Benefits, Casualty, Time Management, Medicare
Education
St. Cloud State University
McClure Insurance Agency 1990 - Present
Mass Mutual 1988 - 1989
Skills
Insurance, Health Insurance, Customer Service, Disability Insurance, Commercial Insurance, Life Insurance, Term Life Insurance, Workers Compensation, Property & Casualty..., Fixed Annuities, Strategic Planning, Marketing, 401k, Long-term Care, Marine Insurance, Investments, Legal Liability, Risk Management, Umbrella Insurance, Business Planning, General Insurance, Retirement, Liability, Homeowners, Estate Planning, Professional Liability, Underwriting, Strategic Financial..., Renters, Retirement Planning, Small Business, Claim, Sales, Employee Benefits, Casualty, Time Management, Medicare
Education
St. Cloud State University
Chuck Stephen, ChFC Chuck Stephen, ChFC's Mass Mutual Experience January 1992 - January 2002
Job Managing Member, Glenwood Investment Group, LLC
Industry Financial Services
Experience
Glenwood Investment Group, LLC January 2002 - Present
Mass Mutual January 1992 - January 2002
Skills
Business Analysis, Risk Management, Change Management, Financial Analysis, Project Management, Management Consulting, Business Strategy, Financial Modeling, SDLC, Investments, Management, Requirements Analysis, Process Improvement, Strategic Planning, Business Process..., Portfolio Management, SQL, Business Intelligence, Program Management, Financial Services, Estate Planning, Retirement Planning, Financial Planning, Insurance, Finance
Education
Southern New Hampshire University 1990 — 1992
Associate's degree, Business Administration
Glenwood Investment Group, LLC January 2002 - Present
Mass Mutual January 1992 - January 2002
Skills
Business Analysis, Risk Management, Change Management, Financial Analysis, Project Management, Management Consulting, Business Strategy, Financial Modeling, SDLC, Investments, Management, Requirements Analysis, Process Improvement, Strategic Planning, Business Process..., Portfolio Management, SQL, Business Intelligence, Program Management, Financial Services, Estate Planning, Retirement Planning, Financial Planning, Insurance, Finance
Education
Southern New Hampshire University 1990 — 1992
Associate's degree, Business Administration
Ivan Odio Ivan Odio's Mass Mutual Experience January 2014 - Present
Job Financial Services Professional at Mass Mutual
Industry Financial Services
Experience
Mass Mutual January 2014 - Present
Social House May 2013 - Present
Harding Bars, Inc. November 2011 - May 2013
Grotto Bar LLC July 2009 - November 2011
Skills
Service Management, Cash-handling, Customer-focused, Management, Customer Satisfaction, Information Technology, Customer Experience, Teamwork, Time Management, CRM, Leadership, Process Management, Finance, Sales
Education
The University of Texas at San Antonio 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
Mass Mutual January 2014 - Present
Social House May 2013 - Present
Harding Bars, Inc. November 2011 - May 2013
Grotto Bar LLC July 2009 - November 2011
Skills
Service Management, Cash-handling, Customer-focused, Management, Customer Satisfaction, Information Technology, Customer Experience, Teamwork, Time Management, CRM, Leadership, Process Management, Finance, Sales
Education
The University of Texas at San Antonio 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
Kevin Kobe Kevin Kobe's Mass Mutual Experience August 2003 - December 2006
Job Financial Consultant
Industry Financial Services
Experience
Freedom Venture January 2007 - Present
Mass Mutual August 2003 - December 2006
Education
Southern Illinois University, Carbondale 1998 — 2003
Finance
Freedom Venture January 2007 - Present
Mass Mutual August 2003 - December 2006
Education
Southern Illinois University, Carbondale 1998 — 2003
Finance
Erik J. Skar Erik J. Skar's Mass Mutual Experience January 2003 - January 2004
Job MassMutual
Industry Insurance
Experience
MassMutual Financial Group June 2004 - Present
Mass Mutual January 2003 - January 2004
Skills
Retirement Planning, Leadership, Nonprofits, Analysis, Employee Benefits, New Business Development, Insurance, Series 7, Marketing, Disability Insurance, Networking, Life Insurance, Recruiting, Time Management, Sales, Healthcare, Fixed Annuities, Customer Service, Finance, Teamwork, 401k, Estate Planning, Retirement, Research, Public Speaking, Financial Services, Policy, Long-term Care, Small Business, Health Insurance
Education
St. Olaf College 1989 — 1993
BA, 3.69 GPA
MassMutual Financial Group June 2004 - Present
Mass Mutual January 2003 - January 2004
Skills
Retirement Planning, Leadership, Nonprofits, Analysis, Employee Benefits, New Business Development, Insurance, Series 7, Marketing, Disability Insurance, Networking, Life Insurance, Recruiting, Time Management, Sales, Healthcare, Fixed Annuities, Customer Service, Finance, Teamwork, 401k, Estate Planning, Retirement, Research, Public Speaking, Financial Services, Policy, Long-term Care, Small Business, Health Insurance
Education
St. Olaf College 1989 — 1993
BA, 3.69 GPA
H Jerry Wilson CLU, ChFC, CSA H Jerry Wilson CLU, ChFC, CSA's Mass Mutual Experience July 1999 - September 2000
Job Sales and Services at H J Wilson Financial Services
Industry Insurance
Experience
H J Wilson Financial Services February 1979 - Present
Mass Mutual July 1999 - September 2000
John Hancock Life Insurance Company (U.S.A.) February 1977 - June 1999
Skills
Life Insurance, Property & Casualty..., Sales, Small Business, Sales Management, Direct Sales, New Business Development, Customer Service, Insurance, Account Management, Sales Process, Term Life Insurance, Leadership, Disability Insurance, Financial Services, Selling, Cold Calling, Customer Retention, Disiability Income, Disabilty income, Life Insurace Term, Permanent Life Insurance, Group Health Ins...., Annuties, Retirement, Retirement Planning, Fixed Annuities
Education
Society of Certified Senior Advisors 2002 — 2003
Certified Senior Advisors
America College 1993 — 1998
Chartered Financial Cunsultant
The American College 1985 — 1993
Chartered Life Underwriter
H J Wilson Financial Services February 1979 - Present
Mass Mutual July 1999 - September 2000
John Hancock Life Insurance Company (U.S.A.) February 1977 - June 1999
Skills
Life Insurance, Property & Casualty..., Sales, Small Business, Sales Management, Direct Sales, New Business Development, Customer Service, Insurance, Account Management, Sales Process, Term Life Insurance, Leadership, Disability Insurance, Financial Services, Selling, Cold Calling, Customer Retention, Disiability Income, Disabilty income, Life Insurace Term, Permanent Life Insurance, Group Health Ins...., Annuties, Retirement, Retirement Planning, Fixed Annuities
Education
Society of Certified Senior Advisors 2002 — 2003
Certified Senior Advisors
America College 1993 — 1998
Chartered Financial Cunsultant
The American College 1985 — 1993
Chartered Life Underwriter
Hal Putnam Hal Putnam's Mass Mutual Experience September 2009 - April 2011
Job Head of Specialized Sales Engineering
Industry Financial Services
Experience
MassMutual Financial Group September 2012 - Present
MassMutual Financial Group April 2011 - September 2012
Mass Mutual September 2009 - April 2011
MassMutual October 2008 - September 2009
MassMutual Financial Group May 1996 - October 2008
Skills
Series 7
Education
The University of Connecticut School of Business 1996 — 2000
MBA, Finance
Western New England University 1992 — 1996
BSBA, Finance, Mathematics
MassMutual Financial Group September 2012 - Present
MassMutual Financial Group April 2011 - September 2012
Mass Mutual September 2009 - April 2011
MassMutual October 2008 - September 2009
MassMutual Financial Group May 1996 - October 2008
Skills
Series 7
Education
The University of Connecticut School of Business 1996 — 2000
MBA, Finance
Western New England University 1992 — 1996
BSBA, Finance, Mathematics
Yossi Gottfried, MSA's Mass Mutual Experience June 2006 - Present
Job Business Interruption Analyst
Industry Insurance
Experience
Globe Midwest / Adjusters International November 2008 - Present
Associated Financial Services January 2013 - Present
Mass Mutual June 2006 - Present
Ohr Sameach 2003 - 2005
Morgan Stanley January 2003 - May 2003
Doral Bank January 2000 - December 2002
Skills
Life & Health Insurance..., Financial Planning, Estate Planning, Retirement Planning, Long Term Care, Business Continuity, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance
Education
Wayne State University 2010 — 2012
Master of Science (MS), Accounting
Yeshiva University 1999 — 2003
Finance, Business, Management, Marketing, and Accounting
The Hebrew University 1999 — 2002
Freshman year abroad
Or Sameach 2003 — 2005
West Bloomfield High School 1996 — 1999
bet sefer
Globe Midwest / Adjusters International November 2008 - Present
Associated Financial Services January 2013 - Present
Mass Mutual June 2006 - Present
Ohr Sameach 2003 - 2005
Morgan Stanley January 2003 - May 2003
Doral Bank January 2000 - December 2002
Skills
Life & Health Insurance..., Financial Planning, Estate Planning, Retirement Planning, Long Term Care, Business Continuity, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance
Education
Wayne State University 2010 — 2012
Master of Science (MS), Accounting
Yeshiva University 1999 — 2003
Finance, Business, Management, Marketing, and Accounting
The Hebrew University 1999 — 2002
Freshman year abroad
Or Sameach 2003 — 2005
West Bloomfield High School 1996 — 1999
bet sefer
Robin S. (Stein) Bernstein, MBA Robin S. (Stein) Bernstein, MBA's Mass Mutual Experience February 2011 - Present
Job Broker Associate at Fite Shavell & Associates
Industry Insurance
Experience
Richard S. Bernstein & Associates, Inc. February 1987 - Present
Mass Mutual February 2011 - Present
Fite Shavell & Associates September 2010 - Present
Palm Beach County Board of County Commissioners November 1982 - May 1985
U.S. Department of Commerce January 1977 - May 1980
Jimmy Carter transition team November 1976 - January 1977
U.S. Congress January 1976 - November 1976
Scoop Jackson for President campaign March 1975 - January 1976
Skills
Marketing, New Business Development, Marketing Strategy, Management Consulting, Insurance, Marketing Communications, Small Business, Social Media Marketing, Community Outreach, Public Relations, Public Speaking, Sales Management, Fundraising, Online Marketing, Real Estate, Management, Sales, Business Strategy, Leadership, Advertising, Executive Management, International Business..., Community Development, Account Management, Strategy, life insurance, estate..., Life Insurance, Long-term Care, Health Insurance, Estate Planning, Business Development, Strategic Planning, Event Planning, Social Media, Nonprofits, Event Management, Team Building, Customer Service, Entrepreneurship, Social Networking
Education
The George Washington University - School of Business 1978 — 1981
Master's degree, Business/Managerial Economics
American University 1972 — 1975
Bachelor's degree, Russian area Studies, International Relations
Lycée Racine, Paris France 1970 — 1971
Attended high school as an exchange student for one year
Richard S. Bernstein & Associates, Inc. February 1987 - Present
Mass Mutual February 2011 - Present
Fite Shavell & Associates September 2010 - Present
Palm Beach County Board of County Commissioners November 1982 - May 1985
U.S. Department of Commerce January 1977 - May 1980
Jimmy Carter transition team November 1976 - January 1977
U.S. Congress January 1976 - November 1976
Scoop Jackson for President campaign March 1975 - January 1976
Skills
Marketing, New Business Development, Marketing Strategy, Management Consulting, Insurance, Marketing Communications, Small Business, Social Media Marketing, Community Outreach, Public Relations, Public Speaking, Sales Management, Fundraising, Online Marketing, Real Estate, Management, Sales, Business Strategy, Leadership, Advertising, Executive Management, International Business..., Community Development, Account Management, Strategy, life insurance, estate..., Life Insurance, Long-term Care, Health Insurance, Estate Planning, Business Development, Strategic Planning, Event Planning, Social Media, Nonprofits, Event Management, Team Building, Customer Service, Entrepreneurship, Social Networking
Education
The George Washington University - School of Business 1978 — 1981
Master's degree, Business/Managerial Economics
American University 1972 — 1975
Bachelor's degree, Russian area Studies, International Relations
Lycée Racine, Paris France 1970 — 1971
Attended high school as an exchange student for one year
Dashiell Harris Dashiell Harris's Mass Mutual Experience October 2010 - December 2010
Job Senior Financial Analyst at SoulCycle Holdings LLC
Industry Health, Wellness and Fitness
Experience
SoulCycle January 2015 - Present
SoulCycle June 2012 - December 2014
Lazco Group January 2011 - April 2011
Mass Mutual October 2010 - December 2010
Further Lane Asset Management LLC June 2009 - August 2009
Skills
Start-ups, Management, Microsoft Excel, Wealth Management, Accounting, Finance, Financial Analysis, Leadership, PowerPoint
Education
Susquehanna University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
SoulCycle January 2015 - Present
SoulCycle June 2012 - December 2014
Lazco Group January 2011 - April 2011
Mass Mutual October 2010 - December 2010
Further Lane Asset Management LLC June 2009 - August 2009
Skills
Start-ups, Management, Microsoft Excel, Wealth Management, Accounting, Finance, Financial Analysis, Leadership, PowerPoint
Education
Susquehanna University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Brian Staples Brian Staples's Mass Mutual Experience March 2010 - December 2011
Job Producer at Laveville Insurance Agency
Industry Insurance
Experience
Laveville Insurance Agency March 2012 - Present
Mass Mutual March 2010 - December 2011
Skills
Insurance
Education
State University of New York College at Oswego 2003 — 2007
BS, Finance
Laveville Insurance Agency March 2012 - Present
Mass Mutual March 2010 - December 2011
Skills
Insurance
Education
State University of New York College at Oswego 2003 — 2007
BS, Finance
Justice Jake Bowe, CPA, MBA Justice Jake Bowe, CPA, MBA's Mass Mutual Experience 2009 - 2010
Job Government
Industry Government Relations
Experience
Moss Adams LLP January 2013 - June 2014
Ricci & Company, LLC March 2010 - January 2013
Mass Mutual 2009 - 2010
Skills
Auditing, Client Development, Internal Controls, Financial Reporting, Financial Accounting
Education
The University of New Mexico 2009 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
The University of New Mexico 2004 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Moss Adams LLP January 2013 - June 2014
Ricci & Company, LLC March 2010 - January 2013
Mass Mutual 2009 - 2010
Skills
Auditing, Client Development, Internal Controls, Financial Reporting, Financial Accounting
Education
The University of New Mexico 2009 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
The University of New Mexico 2004 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Debra Whitfield - Ptolemy's Mass Mutual Experience 2002 - 2005
Job Real Estate & Housing Consultant for Clients Age "55 PLUS"
Industry Real Estate
Experience
Coldwell Banker United July 2005 - Present
AARP March 2009 - December 2012
Town of Mt. Pleasant SC Adult Population Advisory Committee October 2009 - August 2010
Harbourtowne Real Estate January 2004 - July 2006
Mass Mutual 2002 - 2005
J K Harris Financial Planning 2000 - 2002
Magnolia Asset Management 1992 - 2000
Merrill Lynch 1988 - 1992
Skills
Real Estate, Sellers, Seniors, Relocation, Selling, Property, Marketing, Vacation Homes, Short Sales, Management, Investments, New Homes, Negotiation, Contract Negotiation, Residential Homes, Real Estate Transactions, Senior Real Estate, Investment Properties, Condos, Referrals, Foreclosures, First Time Home Buyers, REO, Single Family Homes, Buyer Representation, Luxury, Real Property, Listings, New Home Sales, Buyers, Sales
Education
The College of New Jersey
Business Adm/Computer Science
Coldwell Banker United July 2005 - Present
AARP March 2009 - December 2012
Town of Mt. Pleasant SC Adult Population Advisory Committee October 2009 - August 2010
Harbourtowne Real Estate January 2004 - July 2006
Mass Mutual 2002 - 2005
J K Harris Financial Planning 2000 - 2002
Magnolia Asset Management 1992 - 2000
Merrill Lynch 1988 - 1992
Skills
Real Estate, Sellers, Seniors, Relocation, Selling, Property, Marketing, Vacation Homes, Short Sales, Management, Investments, New Homes, Negotiation, Contract Negotiation, Residential Homes, Real Estate Transactions, Senior Real Estate, Investment Properties, Condos, Referrals, Foreclosures, First Time Home Buyers, REO, Single Family Homes, Buyer Representation, Luxury, Real Property, Listings, New Home Sales, Buyers, Sales
Education
The College of New Jersey
Business Adm/Computer Science
Kirk Hoffman Kirk Hoffman's Mass Mutual Experience 1986 - 2000
Job Vice President at GuideStream Financial, Inc.
Industry Financial Services
Experience
GuideStream Financial, Inc. November 2000 - Present
The Free Methodist Foundation 2003 - Present
King Trust Company, N.A. 2004 - 2009
Estate and Pension Plans, Inc. 1988 - 2000
Mass Mutual 1986 - 2000
Education
Western Michigan University 1982 — 1986
BA, Management and Marketing
Certified Financial Planner Board of Standards
CFP®
The American College
CASL, ChFC, CLU
GuideStream Financial, Inc. November 2000 - Present
The Free Methodist Foundation 2003 - Present
King Trust Company, N.A. 2004 - 2009
Estate and Pension Plans, Inc. 1988 - 2000
Mass Mutual 1986 - 2000
Education
Western Michigan University 1982 — 1986
BA, Management and Marketing
Certified Financial Planner Board of Standards
CFP®
The American College
CASL, ChFC, CLU
Erin Cahill's Mass Mutual Experience September 2006 - December 2007
Job Learning & Performance Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 2009 - Present
MassMutual Financial Group January 2008 - September 2009
Mass Mutual September 2006 - December 2007
MassMutual Financial Group January 2003 - December 2007
MassMutual Financial Group January 1998 - December 2002
Skills
Financial Services, Series 7, Mutual Funds, Fixed Annuities, Securities, Business Analysis, Change Management, Investments, Series 63, Retirement Planning, Leadership Development, Process Improvement, Leadership, Coaching, Talent Management, Succession Planning, Life Insurance, Software Documentation, Vendor Management, Risk Management, Instructional Design, Insurance
Education
Simmons College 1995 — 1996
MA, English
UMass Amherst 1990 — 1994
BA, English
MassMutual Financial Group September 2009 - Present
MassMutual Financial Group January 2008 - September 2009
Mass Mutual September 2006 - December 2007
MassMutual Financial Group January 2003 - December 2007
MassMutual Financial Group January 1998 - December 2002
Skills
Financial Services, Series 7, Mutual Funds, Fixed Annuities, Securities, Business Analysis, Change Management, Investments, Series 63, Retirement Planning, Leadership Development, Process Improvement, Leadership, Coaching, Talent Management, Succession Planning, Life Insurance, Software Documentation, Vendor Management, Risk Management, Instructional Design, Insurance
Education
Simmons College 1995 — 1996
MA, English
UMass Amherst 1990 — 1994
BA, English
Eric D. Sandowsky,CLTC Eric D. Sandowsky,CLTC's Mass Mutual Experience 2004 - Present
Job Financial Planner/Managing Partner at Legacy Wealth Advisors
Industry Financial Services
Experience
Legacy Wealth Advisors April 2004 - Present
Mass Mutual 2004 - Present
Penn Mutual September 2001 - April 2004
Education
Rowan University
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Legacy Wealth Advisors April 2004 - Present
Mass Mutual 2004 - Present
Penn Mutual September 2001 - April 2004
Education
Rowan University
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Andrew Tryon's Mass Mutual Experience June 2010 - October 2010
Job Store Systems Integrator at Whole Foods Market
Industry Retail
Experience
Whole Foods Market July 2013 - Present
Whole Foods Market February 2013 - July 2013
Whole Foods Market August 2012 - February 2013
SEFCU February 2011 - July 2012
Mass Mutual June 2010 - October 2010
SUNY Institute of Technology September 2008 - May 2009
Ross Law Office January 2008 - May 2008
Skills
Financial Analysis, Access, Microsoft Excel, Leadership, Microsoft Office, Customer Service, Banking, PowerPoint, Risk Management, Outlook, Strategic Financial..., Project Management
Education
SUNY Institute of Technology 2008 — 2010
Master's of Business Administraition, Technology Management
State University of New York College of Agriculture and Technology at Cobleskill
Bachelor's of Business Administraition, Technology Managment
Whole Foods Market July 2013 - Present
Whole Foods Market February 2013 - July 2013
Whole Foods Market August 2012 - February 2013
SEFCU February 2011 - July 2012
Mass Mutual June 2010 - October 2010
SUNY Institute of Technology September 2008 - May 2009
Ross Law Office January 2008 - May 2008
Skills
Financial Analysis, Access, Microsoft Excel, Leadership, Microsoft Office, Customer Service, Banking, PowerPoint, Risk Management, Outlook, Strategic Financial..., Project Management
Education
SUNY Institute of Technology 2008 — 2010
Master's of Business Administraition, Technology Management
State University of New York College of Agriculture and Technology at Cobleskill
Bachelor's of Business Administraition, Technology Managment
Madeleine Yardis Madeleine Yardis's Mass Mutual Experience February 2009 - Present
Job Project Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial April 2015 - Present
Mass Mutual February 2009 - Present
MassMutual Financial Group 2009 - Present
Mass Mutual Financial Group 2009 - 2009
Skills
SDLC
Education
Smith College 1971 — 1975
BA, Early Childhood Education
Voya Financial April 2015 - Present
Mass Mutual February 2009 - Present
MassMutual Financial Group 2009 - Present
Mass Mutual Financial Group 2009 - 2009
Skills
SDLC
Education
Smith College 1971 — 1975
BA, Early Childhood Education
Steven P. Hall, ChFC, CLU Steven P. Hall, ChFC, CLU's Mass Mutual Experience September 2003 - June 2007
Job Agency Distribution Manager
Industry Insurance
Experience
Farmers Insurance April 2014 - Present
. February 2012 - Present
MassMutual Financial Group September 2009 - July 2011
MassMutual Financial June 2007 - September 2009
Mass Mutual September 2003 - June 2007
Allmerica Financial Group November 2000 - August 2003
John Hancock Financial Services October 1996 - November 2000
Skills
Strategic Planning..., Large Group Facilitation, Consultative Selling, Sales Management, Leadership, Training, Management, Negotiation, Finance, Business Planning, Succession Planning, Strategic Financial..., Small Business, Sales, Change Management, Organizational..., Insurance, Risk Management, Talent Scouting, Strategic Planning, Financial Services, Coaching, Workshop Facilitation, Selling, Financial Planning
Education
The American College
Chartered Financial Consultant Designation, Chartered Life Underwriter Designation
University of Southern Maine - School of Business
BS, Economics
Farmers Insurance April 2014 - Present
. February 2012 - Present
MassMutual Financial Group September 2009 - July 2011
MassMutual Financial June 2007 - September 2009
Mass Mutual September 2003 - June 2007
Allmerica Financial Group November 2000 - August 2003
John Hancock Financial Services October 1996 - November 2000
Skills
Strategic Planning..., Large Group Facilitation, Consultative Selling, Sales Management, Leadership, Training, Management, Negotiation, Finance, Business Planning, Succession Planning, Strategic Financial..., Small Business, Sales, Change Management, Organizational..., Insurance, Risk Management, Talent Scouting, Strategic Planning, Financial Services, Coaching, Workshop Facilitation, Selling, Financial Planning
Education
The American College
Chartered Financial Consultant Designation, Chartered Life Underwriter Designation
University of Southern Maine - School of Business
BS, Economics
Nick Caporaso, CFBS, LUTCF, AWMA®, RFC® Nick Caporaso, CFBS, LUTCF, AWMA®, RFC®'s Mass Mutual Experience June 2010 - Present
Job Strategies For Wealth Accumulation, Estate & Business Preservation. Certified Family Business Specialist
Industry Financial Services
Experience
Elite Planning Solutions, Inc. August 2010 - Present
Mass Mutual June 2010 - Present
Forest Hills Financial Group March 2007 - June 2010
New York Life Insurance Company April 2005 - December 2006
Skills
Estate Planning, Group Benefits, Comprehensive Wealth..., Retirement, Strategic Financial..., Long-term Care, Pensions, Insurance, Disability Insurance, Financial Advisory, Retirement Planning, Fixed Annuities, Portfolio Management, Life Insurance, Mutual Funds, Wealth Management, 401k, Financial Planning
Education
The American College 2015 — 2020
Doctor of Philosophy (PhD), Financial Planning and Services
The American College 2013 — 2017
Master of Science, (MSFS), Financial Planning and Services
The American College 2012 — 2014
CFBS, "Certified Family Business Specialist" (Business Planning & Succession)
The American College 2010 — 2010
LUTCF, Life Underwriting Training Council Fellow
The College For Financial Planning 2010 — 2010
AWMA, Accredited Wealth Management Advisor
The American College 2007 — 2010
LUTCF, Business, Estate, Retirement, Long Term Care Planning
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
B.S Finance, Finance & Investments
Elite Planning Solutions, Inc. August 2010 - Present
Mass Mutual June 2010 - Present
Forest Hills Financial Group March 2007 - June 2010
New York Life Insurance Company April 2005 - December 2006
Skills
Estate Planning, Group Benefits, Comprehensive Wealth..., Retirement, Strategic Financial..., Long-term Care, Pensions, Insurance, Disability Insurance, Financial Advisory, Retirement Planning, Fixed Annuities, Portfolio Management, Life Insurance, Mutual Funds, Wealth Management, 401k, Financial Planning
Education
The American College 2015 — 2020
Doctor of Philosophy (PhD), Financial Planning and Services
The American College 2013 — 2017
Master of Science, (MSFS), Financial Planning and Services
The American College 2012 — 2014
CFBS, "Certified Family Business Specialist" (Business Planning & Succession)
The American College 2010 — 2010
LUTCF, Life Underwriting Training Council Fellow
The College For Financial Planning 2010 — 2010
AWMA, Accredited Wealth Management Advisor
The American College 2007 — 2010
LUTCF, Business, Estate, Retirement, Long Term Care Planning
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
B.S Finance, Finance & Investments
Sharon Hannahan Sharon Hannahan's Mass Mutual Experience June 1977 - August 1983
Job Executive Vice President at Hollis Companies
Industry Insurance
Experience
Hollis Companies 1983 - April 2015
Mass Mutual June 1977 - August 1983
Skills
Insurance, Health Insurance, Employee Benefits, Strategic Planning, Account Management, Management, Health Savings Accounts, Accident, Commercial Insurance, Sales, Leadership, Healthcare, Self-funded, Group Medical, Managed Care, Health Care Reform, Life Insurance, COBRA, Affordable Care Act, Brokers, Health Policy, Employee Wellness, Selling, High Deductible Health..., Insurance Brokerage, Term Life Insurance, Long Term Care Insurance, Whole Life
Education
University of Southern Mississippi 1973 — 1977
Bachelors, Music, Graduated Cum Laude
Hollis Companies 1983 - April 2015
Mass Mutual June 1977 - August 1983
Skills
Insurance, Health Insurance, Employee Benefits, Strategic Planning, Account Management, Management, Health Savings Accounts, Accident, Commercial Insurance, Sales, Leadership, Healthcare, Self-funded, Group Medical, Managed Care, Health Care Reform, Life Insurance, COBRA, Affordable Care Act, Brokers, Health Policy, Employee Wellness, Selling, High Deductible Health..., Insurance Brokerage, Term Life Insurance, Long Term Care Insurance, Whole Life
Education
University of Southern Mississippi 1973 — 1977
Bachelors, Music, Graduated Cum Laude
JP Musgrove JP Musgrove's Mass Mutual Experience July 2008 - January 2010
Job Research Operations Manager at Litman Gregory
Industry Investment Management
Experience
Litman Gregory September 2013 - Present
Litman Gregory August 2011 - Present
SMART Program, Inc. January 2010 - Present
St. Mary's College of California May 2011 - August 2014
De La Salle High School January 2011 - October 2011
Mass Mutual July 2008 - January 2010
Burr, Pilger & Mayer LLP June 2007 - June 2008
S&Y Asset Management 2005 - 2007
Skills
Financial Literacy..., Staff Development, Investments, Public Speaking, Non-profits, Nonprofits, Management, Leadership, Community Outreach
Education
Saint Mary's College of California 2003 — 2007
Business Administration, Finance, Accounting, Marketing
Litman Gregory September 2013 - Present
Litman Gregory August 2011 - Present
SMART Program, Inc. January 2010 - Present
St. Mary's College of California May 2011 - August 2014
De La Salle High School January 2011 - October 2011
Mass Mutual July 2008 - January 2010
Burr, Pilger & Mayer LLP June 2007 - June 2008
S&Y Asset Management 2005 - 2007
Skills
Financial Literacy..., Staff Development, Investments, Public Speaking, Non-profits, Nonprofits, Management, Leadership, Community Outreach
Education
Saint Mary's College of California 2003 — 2007
Business Administration, Finance, Accounting, Marketing
Mary Ann Benkoski Mary Ann Benkoski's Mass Mutual Experience June 2010 - Present
Job President SNP IV at Syracuse Networking Professionals
Industry Insurance
Experience
Mass Mutual June 2010 - Present
Syracuse Networking Professionals July 2009 - Present
Greater Liverpool Chamber of Commerce March 2009 - Present
Beyond the Bend October 2008 - Present
Enchantments June 1991 - Present
Genworth Life Insurance Company of New York October 2008 - May 2010
A.R.M Associatiion of Rehabilitation Marketing 1986 - 2008
Oswego Industries 1983 - 2008
Education
Siena College 1975 — 1979
B.S., Maketing & Management
Mass Mutual June 2010 - Present
Syracuse Networking Professionals July 2009 - Present
Greater Liverpool Chamber of Commerce March 2009 - Present
Beyond the Bend October 2008 - Present
Enchantments June 1991 - Present
Genworth Life Insurance Company of New York October 2008 - May 2010
A.R.M Associatiion of Rehabilitation Marketing 1986 - 2008
Oswego Industries 1983 - 2008
Education
Siena College 1975 — 1979
B.S., Maketing & Management
Karin Egan Karin Egan's Mass Mutual Experience June 1992 - July 1994
Job Regional Director at John Hancock Life Insurance Co.
Industry Insurance
Experience
John Hancock Life Insurance Company (U.S.A.) 1994 - Present
Manulife Financial 1994 - 2006
Mass Mutual June 1992 - July 1994
Skills
Mutual Funds, Retirement, Long Term Care, Series 6, Series 63, Life Insurance, Retirement Planning, Estate Planning, Business Planning, Continuing Education..., Long-term Care, Insurance, Term Life Insurance, Underwriting, 401k, Variable Annuities, Long Term Care Insurance, Fixed Annuities, Strategic Financial..., Sales, Wealth, Securities, Whole Life, IRAs, Financial Advisory, Financial Planners, FINRA, Universal Life, Financial Planning
Education
Towson University 1984 — 1988
Bachelor of Science, Elementary Education and Teaching
Western Maryland College 1988 — 1990
Masters Degree Work, Training and Motivation
John Hancock Life Insurance Company (U.S.A.) 1994 - Present
Manulife Financial 1994 - 2006
Mass Mutual June 1992 - July 1994
Skills
Mutual Funds, Retirement, Long Term Care, Series 6, Series 63, Life Insurance, Retirement Planning, Estate Planning, Business Planning, Continuing Education..., Long-term Care, Insurance, Term Life Insurance, Underwriting, 401k, Variable Annuities, Long Term Care Insurance, Fixed Annuities, Strategic Financial..., Sales, Wealth, Securities, Whole Life, IRAs, Financial Advisory, Financial Planners, FINRA, Universal Life, Financial Planning
Education
Towson University 1984 — 1988
Bachelor of Science, Elementary Education and Teaching
Western Maryland College 1988 — 1990
Masters Degree Work, Training and Motivation
Alan Feuerman Alan Feuerman's Mass Mutual Experience 2007 - 2009
Job Business Events to expand your professional network and referral sources thru S FL Business Connections
Industry Events Services
Experience
South Florida Business Connections January 2009 - Present
Mass Mutual 2007 - 2009
Skills
Entrepreneurship, Referrals, Retirement Planning, Public Speaking, Event Management, Non-profits, Fundraising, Long-term Care, Insurance, Strategic Planning, Disability Insurance, Small Business, Forecasting, Customer Service, Health Insurance, Marketing, Event Planning, Fixed Annuities, Life Insurance, Business Development, Business Planning, Coaching, Marketing Strategy, Sales, Team Building, Social Media Marketing, Leadership, Social Networking
Education
San Diego State University-California State University 1989 — 1992
MPH, Health Service Administration
Marshall University 1979 — 1982
Bachelor’s Degree, Biology/Biological Sciences, General
South Florida Business Connections January 2009 - Present
Mass Mutual 2007 - 2009
Skills
Entrepreneurship, Referrals, Retirement Planning, Public Speaking, Event Management, Non-profits, Fundraising, Long-term Care, Insurance, Strategic Planning, Disability Insurance, Small Business, Forecasting, Customer Service, Health Insurance, Marketing, Event Planning, Fixed Annuities, Life Insurance, Business Development, Business Planning, Coaching, Marketing Strategy, Sales, Team Building, Social Media Marketing, Leadership, Social Networking
Education
San Diego State University-California State University 1989 — 1992
MPH, Health Service Administration
Marshall University 1979 — 1982
Bachelor’s Degree, Biology/Biological Sciences, General
Joseph Seaton, CRC® Joseph Seaton, CRC®'s Mass Mutual Experience November 2007 - May 2009
Job Regional Vice President HF Group Solutions
Industry Financial Services
Experience
HF Group Solutions March 2014 - Present
Aptus Marketing Group December 2013 - Present
Protective Life August 2010 - October 2013
Aptus Marketing June 2009 - August 2010
Mass Mutual November 2007 - May 2009
Jackson National Life August 2004 - November 2007
Denver CO November 2001 - August 2004
New England Financial November 1999 - November 2001
Skills
Insurance, Estate Planning, Asset Management, Sales, Investment Strategies, Customer Service, Business Planning, Sales Force Development, Strategic Financial..., Customer Relations, Funding, Market Planning, Asset Managment, Variable Annuities, Sales&Marketing, Territory Mgmt, Small Business..., Sales Presentations, Social Sciences, Social Psychology, Technology, Territory Account..., Client Rapport, Fixed Annuities, Indexed Annuities, Life Insurance, Life & Health Insurance..., Series 63, Series 6, Retirement, Retirement Planning
Education
University of Arizona 1988 — 1994
Bachelor of Science, Science
HF Group Solutions March 2014 - Present
Aptus Marketing Group December 2013 - Present
Protective Life August 2010 - October 2013
Aptus Marketing June 2009 - August 2010
Mass Mutual November 2007 - May 2009
Jackson National Life August 2004 - November 2007
Denver CO November 2001 - August 2004
New England Financial November 1999 - November 2001
Skills
Insurance, Estate Planning, Asset Management, Sales, Investment Strategies, Customer Service, Business Planning, Sales Force Development, Strategic Financial..., Customer Relations, Funding, Market Planning, Asset Managment, Variable Annuities, Sales&Marketing, Territory Mgmt, Small Business..., Sales Presentations, Social Sciences, Social Psychology, Technology, Territory Account..., Client Rapport, Fixed Annuities, Indexed Annuities, Life Insurance, Life & Health Insurance..., Series 63, Series 6, Retirement, Retirement Planning
Education
University of Arizona 1988 — 1994
Bachelor of Science, Science
Scott Bluhm Scott Bluhm's Mass Mutual Experience January 2005 - May 2008
Job VP Midwest Division Annuities/Investment Products at 3D Advisors
Industry Financial Services
Experience
3D Advisors June 2015 - Present
Ram Alloys, LLC October 2014 - June 2015
The Trident Company September 2011 - September 2014
VIP Insurance May 2010 - June 2011
American General June 2008 - April 2010
Mass Mutual January 2005 - May 2008
AIM Management January 1997 - December 2002
Skills
Steel, Series 6, Series 63, Series 65, Metals, Asset Allocation, Retirement, Retirement Planning, Wealth Management, Fixed Annuities, Financial Services, Mutual Funds, Sales Management, 401k, Series 7, Sales, Life Insurance, Investments
Education
The University of Texas at Austin 1989 — 1991
BA, Economics
3D Advisors June 2015 - Present
Ram Alloys, LLC October 2014 - June 2015
The Trident Company September 2011 - September 2014
VIP Insurance May 2010 - June 2011
American General June 2008 - April 2010
Mass Mutual January 2005 - May 2008
AIM Management January 1997 - December 2002
Skills
Steel, Series 6, Series 63, Series 65, Metals, Asset Allocation, Retirement, Retirement Planning, Wealth Management, Fixed Annuities, Financial Services, Mutual Funds, Sales Management, 401k, Series 7, Sales, Life Insurance, Investments
Education
The University of Texas at Austin 1989 — 1991
BA, Economics
Maqsood Mamawala, MBA, CLU, ChFC's Mass Mutual Experience September 2009 - June 2015
Job Strategic Planner & Performance Consultant
Industry Financial Services
Experience
Mass Mutual September 2009 - June 2015
Mass Mutual July 2008 - August 2009
Mass Mutual June 2002 - June 2008
LVSC 2003 - 2006
LVSC 2003 - 2006
MetLife May 2001 - May 2002
MetLife March 1999 - April 2001
Skills
Management, Leadership, Recruiting, Strategy, Training, Marketing, Sales, Insurance, Financial Services, Sales Management, Coaching, Life Insurance, Fixed Annuities, Retirement Planning, Retirement, Disability Insurance, Employee Benefits, Financial Planning, Customer Retention, Analysis, Operations Management, Integration, Series 7, Relationship Management, Mutual Funds, Casualty, Investments, Long-term Care, Wealth Management, 401k, Finance, Term Life Insurance, Estate Planning, Risk Management, Securities, Health Insurance
Education
The American College 1989 — 2001
CLU, ChFC, Insurance and Fianancial Services
University of Wisconsin-Whitewater 1979 — 1981
MBA, International Marketing
Center for Creative Leadership
Mass Mutual September 2009 - June 2015
Mass Mutual July 2008 - August 2009
Mass Mutual June 2002 - June 2008
LVSC 2003 - 2006
LVSC 2003 - 2006
MetLife May 2001 - May 2002
MetLife March 1999 - April 2001
Skills
Management, Leadership, Recruiting, Strategy, Training, Marketing, Sales, Insurance, Financial Services, Sales Management, Coaching, Life Insurance, Fixed Annuities, Retirement Planning, Retirement, Disability Insurance, Employee Benefits, Financial Planning, Customer Retention, Analysis, Operations Management, Integration, Series 7, Relationship Management, Mutual Funds, Casualty, Investments, Long-term Care, Wealth Management, 401k, Finance, Term Life Insurance, Estate Planning, Risk Management, Securities, Health Insurance
Education
The American College 1989 — 2001
CLU, ChFC, Insurance and Fianancial Services
University of Wisconsin-Whitewater 1979 — 1981
MBA, International Marketing
Center for Creative Leadership
Alicia Malcolm Alicia Malcolm's Mass Mutual Experience July 2010 - March 2012
Job Financial Advisor
Industry Financial Services
Experience
UBS Financial Services April 2012 - Present
Mass Mutual July 2010 - March 2012
Education
University at Buffalo 2007 — 2011
Bachelor of Science in Business Administration, Finance and Marketing
UBS Financial Services April 2012 - Present
Mass Mutual July 2010 - March 2012
Education
University at Buffalo 2007 — 2011
Bachelor of Science in Business Administration, Finance and Marketing
Grace (Field) Shaddock Grace (Field) Shaddock's Mass Mutual Experience 2008 - 2008
Job Administrative Assistant & Bookkeeper at Shaddock Caldwell Builders & Developers, LLC
Industry Information Technology and Services
Experience
Shaddock Caldwell Builders & Developers, LLC May 2014 - Present
Exodus Ministries November 2013 - Present
Hewlett-Packard October 2012 - July 2013
Hewlett-Packard August 2011 - September 2012
Hewlett-Packard July 2010 - July 2011
Hewlett-Packard March 2009 - July 2010
Mass Mutual 2008 - 2008
Skills
Forecasting, Financial Analysis, Variance Analysis, Hyperion Enterprise, Financial Modeling, Business Analysis, Competitive Analysis, Essbase, Strategic Financial..., Business Planning, Business Process..., Sarbanes-Oxley Act, Cross-functional Team..., Process Improvement
Education
Texas A&M University - Mays Business School 2006 — 2009
BBA, Finance
Shaddock Caldwell Builders & Developers, LLC May 2014 - Present
Exodus Ministries November 2013 - Present
Hewlett-Packard October 2012 - July 2013
Hewlett-Packard August 2011 - September 2012
Hewlett-Packard July 2010 - July 2011
Hewlett-Packard March 2009 - July 2010
Mass Mutual 2008 - 2008
Skills
Forecasting, Financial Analysis, Variance Analysis, Hyperion Enterprise, Financial Modeling, Business Analysis, Competitive Analysis, Essbase, Strategic Financial..., Business Planning, Business Process..., Sarbanes-Oxley Act, Cross-functional Team..., Process Improvement
Education
Texas A&M University - Mays Business School 2006 — 2009
BBA, Finance
Arne Sten, LUTCF Arne Sten, LUTCF's Mass Mutual Experience May 1991 - April 2000
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2005 - Present
The MONY Group April 2000 - June 2005
NAIFA- Pennsylvania 1998 - 2005
Mass Mutual May 1991 - April 2000
Prudential Financial January 1974 - May 1991
North Allegheny School District August 1972 - January 1974
Skills
State mutual fund..., State strategic..., State 401K distribution..., State Fixed annuity..., State LTC insurance..., State insurance planning, State life insurance..., State Asset protection..., State portfolio..., State disability..., State Investment...
Education
West Virginia University 1968 — 1972
BS, Education
The American College 1984 — 1989
LUTCF, Finance & Economics
AXA Advisors June 2005 - Present
The MONY Group April 2000 - June 2005
NAIFA- Pennsylvania 1998 - 2005
Mass Mutual May 1991 - April 2000
Prudential Financial January 1974 - May 1991
North Allegheny School District August 1972 - January 1974
Skills
State mutual fund..., State strategic..., State 401K distribution..., State Fixed annuity..., State LTC insurance..., State insurance planning, State life insurance..., State Asset protection..., State portfolio..., State disability..., State Investment...
Education
West Virginia University 1968 — 1972
BS, Education
The American College 1984 — 1989
LUTCF, Finance & Economics
Jermaine Joiner Jermaine Joiner's Mass Mutual Experience June 2011 - Present
Job Financial Service Professional with Mass Mutual
Industry Financial Services
Experience
Mass Mutual June 2011 - Present
Mass Mutual 2011 - 2012
Wells Fargo Bank November 2006 - June 2011
Best Buy May 2004 - November 2006
West Telemarketing June 2001 - August 2001
Skills
Microsoft Office, PeopleSoft, Life Insurance, Disability Insurance, Long Term Care Insurance, Marketing Strategy, Fact Finding, Retirement, Health Insurance, Group Life, Group Health
Education
Texas Southern University 2001 — 2005
Bachelor, Science Business Administration
Sam Houston High School 1996 — 2001
Degree, General Studies
Mass Mutual June 2011 - Present
Mass Mutual 2011 - 2012
Wells Fargo Bank November 2006 - June 2011
Best Buy May 2004 - November 2006
West Telemarketing June 2001 - August 2001
Skills
Microsoft Office, PeopleSoft, Life Insurance, Disability Insurance, Long Term Care Insurance, Marketing Strategy, Fact Finding, Retirement, Health Insurance, Group Life, Group Health
Education
Texas Southern University 2001 — 2005
Bachelor, Science Business Administration
Sam Houston High School 1996 — 2001
Degree, General Studies
Kevin Stamper Kevin Stamper's Mass Mutual Experience June 2011 - Present
Job Financial Advisor at Mass Mutual
Industry Financial Services
Experience
Mass Mutual June 2011 - Present
Premiere Financial Group November 2009 - June 2011
Mass Mutual 2011 - 2011
Palmer Corporation April 2006 - January 2009
Education
University of Cincinnati 2002 — 2004
Business
Kentucky State Technical 1989 — 1992
Auto CAD, Mechanical and Architectural Design
Boone County High School 1985 — 1988
Diploma, College prep
Mass Mutual June 2011 - Present
Premiere Financial Group November 2009 - June 2011
Mass Mutual 2011 - 2011
Palmer Corporation April 2006 - January 2009
Education
University of Cincinnati 2002 — 2004
Business
Kentucky State Technical 1989 — 1992
Auto CAD, Mechanical and Architectural Design
Boone County High School 1985 — 1988
Diploma, College prep
Tom Lawlor Tom Lawlor's Mass Mutual Experience June 1999 - May 2001
Job Morgan Stanley
Industry Commercial Real Estate
Experience
Morgan Stanley March 2012 - Present
Baker & Lawlor September 2008 - April 2012
Eurohypo November 2006 - July 2008
Bear Stearns May 2001 - November 2006
Mass Mutual June 1999 - May 2001
Skills
Real Estate, Underwriting, Valuation, CMBS, Origination, Due Diligence, Financial Modeling, Structuring, Real Estate Finance, Asset Management, Investments, Financial Analysis, Real Estate Economics, Financial Structuring, Asset Managment, Loan Origination, Portfolio Management, Commercial Mortgages, Commercial Real Estate, Leases, Mezzanine, Finance, Appraisals, Loans, Real Estate Financing, Structured Finance, Brokerage, Private Equity, Real Estate Development, Disposition, Real Estate Private..., Acquisitions, Real Estate Transactions, Capital Markets, Investment Properties, Corporate Real Estate, Dispositions
Education
University of California, Berkeley, Haas School of Business 1995 — 1999
Bellarmine College Preparatory 1991 — 1995
Morgan Stanley March 2012 - Present
Baker & Lawlor September 2008 - April 2012
Eurohypo November 2006 - July 2008
Bear Stearns May 2001 - November 2006
Mass Mutual June 1999 - May 2001
Skills
Real Estate, Underwriting, Valuation, CMBS, Origination, Due Diligence, Financial Modeling, Structuring, Real Estate Finance, Asset Management, Investments, Financial Analysis, Real Estate Economics, Financial Structuring, Asset Managment, Loan Origination, Portfolio Management, Commercial Mortgages, Commercial Real Estate, Leases, Mezzanine, Finance, Appraisals, Loans, Real Estate Financing, Structured Finance, Brokerage, Private Equity, Real Estate Development, Disposition, Real Estate Private..., Acquisitions, Real Estate Transactions, Capital Markets, Investment Properties, Corporate Real Estate, Dispositions
Education
University of California, Berkeley, Haas School of Business 1995 — 1999
Bellarmine College Preparatory 1991 — 1995
Alix Ramczyk Alix Ramczyk's Mass Mutual Experience May 1996 - July 1997
Job Project Specialist II at INC
Industry Research
Experience
INC Research April 2015 - Present
Self January 2007 - Present
PPD July 2011 - September 2014
Genzyme Corporation May 2005 - September 2010
Genzyme March 1999 - May 2005
Oliphint, Roberts, Becknell July 1997 - March 1999
Mass Mutual May 1996 - July 1997
Office of the Attorney General, Child Support Division September 1994 - December 1995
Skills
IRB, Management, Clinical Trials, CTMS, Oncology, EDC, CRO, GCP, Clinical Data Management, Clinical Development, Regulatory Submissions, FDA, Administrative..., Query Resolution, Pharmaceutical Industry, Marketing, PowerPoint, ICH-GCP, Lifesciences, Biotechnology
Education
University of the Incarnate Word 2003 — 2005
Interdisciplinary Studies, Elementary Education
The University of Texas at Austin 1984 — 1990
French Language and Literature and International Business
A.S. Johnston HS
INC Research April 2015 - Present
Self January 2007 - Present
PPD July 2011 - September 2014
Genzyme Corporation May 2005 - September 2010
Genzyme March 1999 - May 2005
Oliphint, Roberts, Becknell July 1997 - March 1999
Mass Mutual May 1996 - July 1997
Office of the Attorney General, Child Support Division September 1994 - December 1995
Skills
IRB, Management, Clinical Trials, CTMS, Oncology, EDC, CRO, GCP, Clinical Data Management, Clinical Development, Regulatory Submissions, FDA, Administrative..., Query Resolution, Pharmaceutical Industry, Marketing, PowerPoint, ICH-GCP, Lifesciences, Biotechnology
Education
University of the Incarnate Word 2003 — 2005
Interdisciplinary Studies, Elementary Education
The University of Texas at Austin 1984 — 1990
French Language and Literature and International Business
A.S. Johnston HS
Joan Rette Joan Rette's Mass Mutual Experience January 1992 - January 1996
Job Owner/Broker at Rette Insurance Services
Industry Insurance
Experience
Rette Insurance Services June 1992 - Present
Rette Insurance Services January 1990 - Present
Mass Mutual January 1992 - January 1996
Skills
Insurance, Brokers, Disability Insurance, Life Insurance, Health Insurance, Small Business, Marketing, Retirement, Property & Casualty..., Estate Planning, Retirement Planning, Fixed Annuities, Customer Service, Workers Compensation, Strategic Financial..., Sales, Finance
Education
The American College 2000 — 2001
RHU, Health Underwriter
Rette Insurance Services June 1992 - Present
Rette Insurance Services January 1990 - Present
Mass Mutual January 1992 - January 1996
Skills
Insurance, Brokers, Disability Insurance, Life Insurance, Health Insurance, Small Business, Marketing, Retirement, Property & Casualty..., Estate Planning, Retirement Planning, Fixed Annuities, Customer Service, Workers Compensation, Strategic Financial..., Sales, Finance
Education
The American College 2000 — 2001
RHU, Health Underwriter
Eric Furstner Eric Furstner's Mass Mutual Experience 1999 - 2011
Job Owner, The Furstner Group, Inc.
Industry Financial Services
Experience
The Furstner Group, Inc. March 1987 - Present
Mass Mutual 1999 - 2011
Skills
Financial Advisory, Retirement Planning, Fixed Annuities, Retirement, Disability Insurance, Estate Planning, Long-term Care, Life Insurance, Strategic Financial..., Insurance, Long Term Care Insurance, Series 6, Mutual Funds, Wealth Accumulation, Investments, Portfolio Management, Wealth, Financial Services, Financial Planners, Finance, Term Life Insurance, Risk Management
Education
Santa Clara University 1980 — 1984
Bachelor of Science in Commerce, Accounting and Finance
The Furstner Group, Inc. March 1987 - Present
Mass Mutual 1999 - 2011
Skills
Financial Advisory, Retirement Planning, Fixed Annuities, Retirement, Disability Insurance, Estate Planning, Long-term Care, Life Insurance, Strategic Financial..., Insurance, Long Term Care Insurance, Series 6, Mutual Funds, Wealth Accumulation, Investments, Portfolio Management, Wealth, Financial Services, Financial Planners, Finance, Term Life Insurance, Risk Management
Education
Santa Clara University 1980 — 1984
Bachelor of Science in Commerce, Accounting and Finance
Jenna Ardia's Mass Mutual Experience 2005 - 2006
Job HR Client Manager at Pratt & Whitney
Industry Aviation & Aerospace
Experience
Pratt & Whitney May 2013 - Present
Springfield College January 2013 - Present
Pratt & Whitney March 2009 - Present
United Technologies June 2007 - March 2009
Six Flags New England December 2005 - June 2007
Madison Square Garden 2006 - 2007
Mass Mutual 2005 - 2006
Skills
Interviews, Human Resources, Talent Management, Onboarding, Organizational..., Performance Management, Leadership Development, Coaching, HR Development, Global Strategy, Process Improvement, Training, Training Facilitation, Program Management, Management Consulting, Benchmarking, Ergonomics, Recognition Awards, Executive Presentation..., Business Innovation, Project Management, Analytical Skills, Team Building, Retention Strategies, Supervisor Development, Curriculum Design, Curriculum Development, Instructional Design, Career Development, Workforce Planning, Employee Engagement, Organizational Design
Education
Springfield College 2005 — 2007
MS, Industrial Organizational Psychology
Saint Michael's College 1999 — 2003
BA, Psychology
Pratt & Whitney May 2013 - Present
Springfield College January 2013 - Present
Pratt & Whitney March 2009 - Present
United Technologies June 2007 - March 2009
Six Flags New England December 2005 - June 2007
Madison Square Garden 2006 - 2007
Mass Mutual 2005 - 2006
Skills
Interviews, Human Resources, Talent Management, Onboarding, Organizational..., Performance Management, Leadership Development, Coaching, HR Development, Global Strategy, Process Improvement, Training, Training Facilitation, Program Management, Management Consulting, Benchmarking, Ergonomics, Recognition Awards, Executive Presentation..., Business Innovation, Project Management, Analytical Skills, Team Building, Retention Strategies, Supervisor Development, Curriculum Design, Curriculum Development, Instructional Design, Career Development, Workforce Planning, Employee Engagement, Organizational Design
Education
Springfield College 2005 — 2007
MS, Industrial Organizational Psychology
Saint Michael's College 1999 — 2003
BA, Psychology
Jeff Shore Jeff Shore's Mass Mutual Experience March 2006 - May 2011
Job MBA, Senior Business Applications Manager at Welch Allyn
Industry Medical Devices
Experience
Welch Allyn May 2011 - Present
Mass Mutual March 2006 - May 2011
MassMutual Financial Group April 2003 - January 2006
Babson Capital Management January 2005 - September 2005
Mass Mutual Financial Group 2005 - January 2005
PriceWaterhouseCoopers Consulting June 2000 - June 2002
Skills
SAP, Business Intelligence, ABAP, ERP, SQL, Unix, System Administration, Change Management, Database Administration, Visual Basic, Java, DB2, HTML, AIX, Troubleshooting, System Architecture, JavaScript, Linux, Open Source Software, Content Management, SAP Netweaver, Program Management, SAP BI, SAP Implementation, SAP BW, SAP R/3, Analysis, Software Documentation, Performance Tuning, Databases, ECC, Visio, SAP FI, Integration, Business Objects, Requirements Analysis, SDLC, SharePoint, SD, Data Modeling, Business Analysis, Business Process, Enterprise Architecture, ETL, IT Strategy, IT Management, SAP ERP, Software Project..., Data Migration, EDI
Education
University at Albany, SUNY 1998 — 2000
MBA, Management Information Systems
State University at Albany 1994 — 2000
Bachelor of Science, Economics
State University at Albany 1994 — 2000
Masters, Business Administration; Management Information Systems
Welch Allyn May 2011 - Present
Mass Mutual March 2006 - May 2011
MassMutual Financial Group April 2003 - January 2006
Babson Capital Management January 2005 - September 2005
Mass Mutual Financial Group 2005 - January 2005
PriceWaterhouseCoopers Consulting June 2000 - June 2002
Skills
SAP, Business Intelligence, ABAP, ERP, SQL, Unix, System Administration, Change Management, Database Administration, Visual Basic, Java, DB2, HTML, AIX, Troubleshooting, System Architecture, JavaScript, Linux, Open Source Software, Content Management, SAP Netweaver, Program Management, SAP BI, SAP Implementation, SAP BW, SAP R/3, Analysis, Software Documentation, Performance Tuning, Databases, ECC, Visio, SAP FI, Integration, Business Objects, Requirements Analysis, SDLC, SharePoint, SD, Data Modeling, Business Analysis, Business Process, Enterprise Architecture, ETL, IT Strategy, IT Management, SAP ERP, Software Project..., Data Migration, EDI
Education
University at Albany, SUNY 1998 — 2000
MBA, Management Information Systems
State University at Albany 1994 — 2000
Bachelor of Science, Economics
State University at Albany 1994 — 2000
Masters, Business Administration; Management Information Systems
Sylvia Antonicelli Sylvia Antonicelli's Mass Mutual Experience April 1993 - December 1997
Job Office Evaluation, Training & Management in Bookkeeping and H/R
Industry Accounting
Experience
Lancaster Area Chamber of Commerce 2014 - Present
360 Business Link, LLC February 1998 - Present
360 Business Link, LLC February 1998 - December 2008
Mass Mutual April 1993 - December 1997
Skills
Sales, Management, Training, QuickBooks
Education
University of South Florida
Stetson University
Lancaster Area Chamber of Commerce 2014 - Present
360 Business Link, LLC February 1998 - Present
360 Business Link, LLC February 1998 - December 2008
Mass Mutual April 1993 - December 1997
Skills
Sales, Management, Training, QuickBooks
Education
University of South Florida
Stetson University
Rob Cathcart's Mass Mutual Experience May 1992 - December 2007
Job Investment Advisor
Industry Financial Services
Experience
Pembroke Academy February 2015 - Present
Infinex Financial Group November 2013 - Present
Harvest Capital, LLC June 2011 - November 2013
Goffstown Area High School September 2001 - January 2011
Mass Mutual May 1992 - December 2007
The Phoenix Companies 1982 - 1992
Education
University of Massachusetts at Lowell 1977 — 1981
BA, English, Business
Springfield College 1976 — 1977
Masconomet Regional High School 1972 — 1976
Pembroke Academy February 2015 - Present
Infinex Financial Group November 2013 - Present
Harvest Capital, LLC June 2011 - November 2013
Goffstown Area High School September 2001 - January 2011
Mass Mutual May 1992 - December 2007
The Phoenix Companies 1982 - 1992
Education
University of Massachusetts at Lowell 1977 — 1981
BA, English, Business
Springfield College 1976 — 1977
Masconomet Regional High School 1972 — 1976
Robert Senk Robert Senk's Mass Mutual Experience April 1997 - March 2004
Job IT Analyst 2 at State of CT Department of Mental Health and Addiction Services
Industry Information Technology and Services
Experience
State of CT - Department of Mental Health and Addiction Services January 2013 - Present
WyzAnt Tutoring September 2011 - Present
Machinery Finance Resources October 2011 - December 2012
AeroCision, LLC July 2011 - August 2011
several public high schools in CT August 2006 - October 2009
Mass Mutual April 1997 - March 2004
Aetna Life & Casualty December 1984 - March 1997
SMK Sandakan January 1981 - December 1983
Skills
MS SQL Server, T-SQL, T-SQL Stored Procedures, SSIS, SSRS, SSMS, Visual Basic, Crystal Reports, PVCS, ODBC, Access, Microsoft Word, Microsoft Excel, MS Project, PowerPoint, Visio, Windows, Data Analysis, SQL Server Management..., Microsoft SQL Server, Software Documentation
Education
SetFocus Masters Program 2012 — 2012
Certificate, MS SQL Server track
University of Connecticut 2005 — 2006
MA, Education
Computer Processing Institute 1984 — 1984
Diploma, Computer Programming
Yale University 1976 — 1980
BA, Physics
State of CT - Department of Mental Health and Addiction Services January 2013 - Present
WyzAnt Tutoring September 2011 - Present
Machinery Finance Resources October 2011 - December 2012
AeroCision, LLC July 2011 - August 2011
several public high schools in CT August 2006 - October 2009
Mass Mutual April 1997 - March 2004
Aetna Life & Casualty December 1984 - March 1997
SMK Sandakan January 1981 - December 1983
Skills
MS SQL Server, T-SQL, T-SQL Stored Procedures, SSIS, SSRS, SSMS, Visual Basic, Crystal Reports, PVCS, ODBC, Access, Microsoft Word, Microsoft Excel, MS Project, PowerPoint, Visio, Windows, Data Analysis, SQL Server Management..., Microsoft SQL Server, Software Documentation
Education
SetFocus Masters Program 2012 — 2012
Certificate, MS SQL Server track
University of Connecticut 2005 — 2006
MA, Education
Computer Processing Institute 1984 — 1984
Diploma, Computer Programming
Yale University 1976 — 1980
BA, Physics
Dennis M Rouelle Dennis M Rouelle's Mass Mutual Experience January 1997 - January 1998
Job Career Counselor, Executive Coach at D M Rouelle, Career Counselor in Private Practice
Industry Management Consulting
Experience
D M Rouelle, Career Counselor in Private Practice March 2014 - Present
University of Connecticut February 2007 - March 2014
D M Rouelle, MA, LLC January 1998 - January 2014
Eastern Connecticut State University 2005 - 2008
Tri-Town Shelter Services 2002 - 2006
Drake Beam Morin July 1994 - August 1998
Mass Mutual January 1997 - January 1998
Travelers Insurance 1992 - 1994
Travelers Insurance 1990 - 1992
Travelers Insurance 1980 - 1990
Skills
Career Counseling, Resume Writing, Job Search Strategies, Higher Education, Career Development, Research, Cover Letters, Strong Interest..., Academic Advising, Interviews, Community Outreach, Leadership Development, Job Search, Student Development, Coaching, Career Assessment, Workshop Facilitation, Student Engagement, Teaching, Career Management, Human Resources, Conflict Resolution, Job Coaching, Psychology, Interview Preparation, Executive Coaching, MBTI, Student Affairs, Leadership
Education
University of St. Joseph (formerly St. Joseph College) 1995 — 2000
MA, Career Counseling
Saint Michael's College 1966 — 1970
B.A, Philosophy
D M Rouelle, Career Counselor in Private Practice March 2014 - Present
University of Connecticut February 2007 - March 2014
D M Rouelle, MA, LLC January 1998 - January 2014
Eastern Connecticut State University 2005 - 2008
Tri-Town Shelter Services 2002 - 2006
Drake Beam Morin July 1994 - August 1998
Mass Mutual January 1997 - January 1998
Travelers Insurance 1992 - 1994
Travelers Insurance 1990 - 1992
Travelers Insurance 1980 - 1990
Skills
Career Counseling, Resume Writing, Job Search Strategies, Higher Education, Career Development, Research, Cover Letters, Strong Interest..., Academic Advising, Interviews, Community Outreach, Leadership Development, Job Search, Student Development, Coaching, Career Assessment, Workshop Facilitation, Student Engagement, Teaching, Career Management, Human Resources, Conflict Resolution, Job Coaching, Psychology, Interview Preparation, Executive Coaching, MBTI, Student Affairs, Leadership
Education
University of St. Joseph (formerly St. Joseph College) 1995 — 2000
MA, Career Counseling
Saint Michael's College 1966 — 1970
B.A, Philosophy
Amir Arbabi Amir Arbabi's Mass Mutual Experience 2004 - 2007
Job Managing Director at Retirement Benefits Group
Industry Investment Management
Experience
Retirement Benefits Group February 2012 - Present
Insight Investment Strategies January 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Merrill Lynch 2007 - 2010
Mass Mutual 2004 - 2007
A-Squared Consulting 2000 - 2004
Internet Brands 1998 - 2000
Skills
Retirement Planning, Deferred Compensation, Executive Pay, 401k, Financial Advisory, Portfolio Management, Retirement, Employee Benefits, Retirement Plan..., Pensions, Investments, Strategic Financial..., Estate Planning, FINRA, Insurance, Series 63, Wealth Management, Securities, Series 7, Separately Managed..., Strategy, Risk Management, Mutual Funds, Due Diligence, Finance, Investment Advisory, Alternative Investments, Asset Allocation, Asset Management, Financial Planners
Education
University of California, Los Angeles 1991 — 1995
Woodbridge High 1987 — 1991
Retirement Benefits Group February 2012 - Present
Insight Investment Strategies January 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Merrill Lynch 2007 - 2010
Mass Mutual 2004 - 2007
A-Squared Consulting 2000 - 2004
Internet Brands 1998 - 2000
Skills
Retirement Planning, Deferred Compensation, Executive Pay, 401k, Financial Advisory, Portfolio Management, Retirement, Employee Benefits, Retirement Plan..., Pensions, Investments, Strategic Financial..., Estate Planning, FINRA, Insurance, Series 63, Wealth Management, Securities, Series 7, Separately Managed..., Strategy, Risk Management, Mutual Funds, Due Diligence, Finance, Investment Advisory, Alternative Investments, Asset Allocation, Asset Management, Financial Planners
Education
University of California, Los Angeles 1991 — 1995
Woodbridge High 1987 — 1991
Rick M. Crosby, RHU Rick M. Crosby, RHU's Mass Mutual Experience 1985 - 2000
Job Crosby Insurance Group, Inc.
Industry Insurance
Experience
Crosby Insurance Group, Inc. January 1981 - Present
Mass Mutual 1985 - 2000
Equitable Life Assurance Society 1981 - 1985
First National Bank of S.C. June 1975 - June 1980
Skills
Insurance, Health Insurance, Sales Management, Disability Insurance, Employee Benefits, 401k, Underwriting, Long-term Care, Leadership, Term Life Insurance, Negotiation, Customer Service, Life Insurance, New Business Development, Time Management, Fixed Annuities, Strategic Planning, Team Building, Budgets, Sales, Property & Casualty..., Small Business, Public Speaking, Brokers, Accident, Umbrella Insurance, Health Savings Accounts, Workers Compensation, Commercial Insurance, Commercial Lines, Casualty, Homeowners
Education
The Citadel 1971 — 1975
Bachelor's Degree
Dreher High School 1967 — 1971
Crosby Insurance Group, Inc. January 1981 - Present
Mass Mutual 1985 - 2000
Equitable Life Assurance Society 1981 - 1985
First National Bank of S.C. June 1975 - June 1980
Skills
Insurance, Health Insurance, Sales Management, Disability Insurance, Employee Benefits, 401k, Underwriting, Long-term Care, Leadership, Term Life Insurance, Negotiation, Customer Service, Life Insurance, New Business Development, Time Management, Fixed Annuities, Strategic Planning, Team Building, Budgets, Sales, Property & Casualty..., Small Business, Public Speaking, Brokers, Accident, Umbrella Insurance, Health Savings Accounts, Workers Compensation, Commercial Insurance, Commercial Lines, Casualty, Homeowners
Education
The Citadel 1971 — 1975
Bachelor's Degree
Dreher High School 1967 — 1971
Bret G. Dudl Bret G. Dudl's Mass Mutual Experience September 1996 - August 2000
Job Chief Customer Attraction Officer at Attract Customers Now
Industry Marketing and Advertising
Experience
Attract Customers Now Senior Plan Consultant401
Retirement Plan Consultant January 2009 - December 2010
Intercare Insurance Solutions December 2006 - September 2008
SFG Benefits Financial January 2000 - December 2006
Inside Business Radio Show 1996 - 2006
Mass Mutual September 1996 - August 2000
Skills
Employee Benefits, 401k, Retirement Planning, Retirement, Investments, Retirement Plan..., Insurance, Defined Benefit, Wealth Management, Mutual Funds, ERISA, Pensions, Strategic Planning, Portfolio Management, Investment Advisory, Series 7, Health Insurance, New Business Development, Financial Analysis, Asset Managment, Defined Contribution, Financial Services, Financial Advisory
Education
University of Colorado Boulder 1992 — 1996
Business, Finance
University of Colorado at Boulder 1992 — 1996
Bachelor of Science, Business
La Jolla High 1977 — 1996
Attract Customers Now Senior Plan Consultant401
Retirement Plan Consultant January 2009 - December 2010
Intercare Insurance Solutions December 2006 - September 2008
SFG Benefits Financial January 2000 - December 2006
Inside Business Radio Show 1996 - 2006
Mass Mutual September 1996 - August 2000
Skills
Employee Benefits, 401k, Retirement Planning, Retirement, Investments, Retirement Plan..., Insurance, Defined Benefit, Wealth Management, Mutual Funds, ERISA, Pensions, Strategic Planning, Portfolio Management, Investment Advisory, Series 7, Health Insurance, New Business Development, Financial Analysis, Asset Managment, Defined Contribution, Financial Services, Financial Advisory
Education
University of Colorado Boulder 1992 — 1996
Business, Finance
University of Colorado at Boulder 1992 — 1996
Bachelor of Science, Business
La Jolla High 1977 — 1996
Marley Williams, CFA Marley Williams, CFA's Mass Mutual Experience 1984 - 1987
Job Senior Vice President and Senior Portfolio Manager at US Trust
Industry Financial Services
Experience
US Trust October 1989 - Present
The Hartford 1987 - 1989
Mass Mutual 1984 - 1987
Skills
Comprehensive Wealth...
Education
University of California, Santa Barbara 1977 — 1981
BA, Business Economics
US Trust October 1989 - Present
The Hartford 1987 - 1989
Mass Mutual 1984 - 1987
Skills
Comprehensive Wealth...
Education
University of California, Santa Barbara 1977 — 1981
BA, Business Economics
Benjamin Zaldana Benjamin Zaldana's Mass Mutual Experience December 2011 - Present
Job Business Consultant at Zaldana Consulting
Industry Financial Services
Experience
Zaldana Consulting January 2013 - Present
Asbury Law Ofices 2013 - Present
Mass Mutual December 2011 - Present
Hispanic Chamber of Commerce 2005 - 2011
Paradise Bakery January 2008 - May 2010
Keller Williams Real Estate 2006 - 2008
Skills
Insurance, Disability Insurance, Retirement, Real Estate, Public Speaking, Long Term Care Insurance, Mortgage Lending, Financial Planners, Investment Properties, Life Insurance, Strategic Financial..., Coaching, Employee Benefits, First Time Home Buyers, Small Business, Team Building, Strategic Planning, Customer Service, Investment Advisory, Investments, Training, Budgets, Marketing, Business Development, Management, Financial Services, Sales, New Business Development, Financial Analysis
Education
Universidad Centroamericana 'José Simeón Cañas' 1997 — 2001
Bachelors, Engineering
Zaldana Consulting January 2013 - Present
Asbury Law Ofices 2013 - Present
Mass Mutual December 2011 - Present
Hispanic Chamber of Commerce 2005 - 2011
Paradise Bakery January 2008 - May 2010
Keller Williams Real Estate 2006 - 2008
Skills
Insurance, Disability Insurance, Retirement, Real Estate, Public Speaking, Long Term Care Insurance, Mortgage Lending, Financial Planners, Investment Properties, Life Insurance, Strategic Financial..., Coaching, Employee Benefits, First Time Home Buyers, Small Business, Team Building, Strategic Planning, Customer Service, Investment Advisory, Investments, Training, Budgets, Marketing, Business Development, Management, Financial Services, Sales, New Business Development, Financial Analysis
Education
Universidad Centroamericana 'José Simeón Cañas' 1997 — 2001
Bachelors, Engineering
Brandon Hymes Brandon Hymes's Mass Mutual Experience October 2005 - June 2007
Job Personal Financial Representative at Allstate
Industry Financial Services
Experience
Allstate March 2013 - Present
NYLIFE Securities LLC December 2011 - March 2013
Sterling Future Benefits April 2011 - November 2011
Vindication, Inc. September 2009 - June 2011
National Agents Alliance April 2009 - February 2011
Consolidated Productions June 2007 - September 2009
Mass Mutual October 2005 - June 2007
Skills
Sales Process, Time Management, Sales, Insurance, Retirement, Team Building, Economics, Retirement Planning, Fixed Annuities, Vendor Relations, Phone Sales, Multitasker, Attention To Detail, Collaborative, Term Life Insurance, Finance, Telemarketing, Long-term Care, Lead Generation
Education
University of Arizona 2001 — 2005
BA, Economics
Villa Park High School 1997 — 2001
Allstate March 2013 - Present
NYLIFE Securities LLC December 2011 - March 2013
Sterling Future Benefits April 2011 - November 2011
Vindication, Inc. September 2009 - June 2011
National Agents Alliance April 2009 - February 2011
Consolidated Productions June 2007 - September 2009
Mass Mutual October 2005 - June 2007
Skills
Sales Process, Time Management, Sales, Insurance, Retirement, Team Building, Economics, Retirement Planning, Fixed Annuities, Vendor Relations, Phone Sales, Multitasker, Attention To Detail, Collaborative, Term Life Insurance, Finance, Telemarketing, Long-term Care, Lead Generation
Education
University of Arizona 2001 — 2005
BA, Economics
Villa Park High School 1997 — 2001
Andrew Bryan Andrew Bryan's Mass Mutual Experience September 2010 - Present
Job Management
Industry Financial Services
Experience
Mass Mutual September 2010 - Present
Education
London School of Economics and Political Science 1980 — 1984
Bachelors, Economics
Cornwall College 1975 — 1980
economics, Economics
Mass Mutual September 2010 - Present
Education
London School of Economics and Political Science 1980 — 1984
Bachelors, Economics
Cornwall College 1975 — 1980
economics, Economics
Christine Southworth Christine Southworth's Mass Mutual Experience September 2005 - September 2014
Job RN at Work Care, Inc. at United Technologies Medical Dept
Industry Health, Wellness and Fitness
Experience
WorkCare, Inc. UTAS July 2015 - Present
Southworth Wellness LLC July 2010 - Present
Mass Mutual September 2005 - September 2014
Skills
Customer Relations, Health, Public Relations, Coaching, Expressive Art..., Wellness Programs, Corporate Wellness, Nursing, Chair Yoga, Public Speaking, Workshop Presenter, Expressive, Workshops, Stress Management, Employee Wellness, Corporations, Wellbeing, Holistic Health, Meditation, Customer Service, Reiki, Wellness
Education
Salve Regina University 2012 — 2014
Certificate of Graduate Studies, Expressive Art for Healing
Holyoke Community College
Holyoke Community College
University of Massachusetts, Amherst
BS, Health and Wellness Promotion
West Springfield High School
WorkCare, Inc. UTAS July 2015 - Present
Southworth Wellness LLC July 2010 - Present
Mass Mutual September 2005 - September 2014
Skills
Customer Relations, Health, Public Relations, Coaching, Expressive Art..., Wellness Programs, Corporate Wellness, Nursing, Chair Yoga, Public Speaking, Workshop Presenter, Expressive, Workshops, Stress Management, Employee Wellness, Corporations, Wellbeing, Holistic Health, Meditation, Customer Service, Reiki, Wellness
Education
Salve Regina University 2012 — 2014
Certificate of Graduate Studies, Expressive Art for Healing
Holyoke Community College
Holyoke Community College
University of Massachusetts, Amherst
BS, Health and Wellness Promotion
West Springfield High School
Lesley Pinckard Lesley Pinckard's Mass Mutual Experience March 2007 - July 2009
Job Financial Advisor, Securities offered through Questar Capital Corporation, Member FINRA, SIPC. Adviso
Industry Financial Services
Experience
Questar Capital April 2014 - Present
Mutual of Omaha July 2009 - March 2014
US Navy Reserve May 1996 - December 2011
Mass Mutual March 2007 - July 2009
Mutual of Omaha March 2001 - March 2007
Allstate 1999 - 2000
Skills
Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Life Insurance, Long Term Care Insurance, Retirement, Long-term Care, Management, IRAs, Critical Illness
Education
The American College 2004 — 2011
CLU, LUTCF, FSS, Insurance, Financial Services, Estate Planning
Sam Houston State University 1996 — 1997
Bachelor of Business Administration, Marketing, Finance, Economics
Southwest Texas State University
Business Administration and Management, General
Questar Capital April 2014 - Present
Mutual of Omaha July 2009 - March 2014
US Navy Reserve May 1996 - December 2011
Mass Mutual March 2007 - July 2009
Mutual of Omaha March 2001 - March 2007
Allstate 1999 - 2000
Skills
Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Life Insurance, Long Term Care Insurance, Retirement, Long-term Care, Management, IRAs, Critical Illness
Education
The American College 2004 — 2011
CLU, LUTCF, FSS, Insurance, Financial Services, Estate Planning
Sam Houston State University 1996 — 1997
Bachelor of Business Administration, Marketing, Finance, Economics
Southwest Texas State University
Business Administration and Management, General
Dean Trinh Dean Trinh's Mass Mutual Experience August 2001 - September 2005
Job Account Executive
Industry Computer Hardware
Experience
Appro International, Inc. April 2008 - Present
Equity Zone Mortgage October 2005 - March 2008
Mass Mutual August 2001 - September 2005
John Hancock February 1999 - August 2001
Education
San Jose State University 1998 — 2001
Business, Finance
Appro International, Inc. April 2008 - Present
Equity Zone Mortgage October 2005 - March 2008
Mass Mutual August 2001 - September 2005
John Hancock February 1999 - August 2001
Education
San Jose State University 1998 — 2001
Business, Finance
jenna gibney jenna gibney's Mass Mutual Experience February 1989 - February 1992
Job Account Executive at C. L. Frates and Company
Industry Insurance
Experience
C. L. Frates and Company April 2010 - Present
CL.Frates and Company October 2008 - April 2010
Mass Mutual February 1989 - February 1992
CIGNA February 1986 - February 1989
Education
University of Arizona 1981 — 1985
BSBA, Business Adminstration
C. L. Frates and Company April 2010 - Present
CL.Frates and Company October 2008 - April 2010
Mass Mutual February 1989 - February 1992
CIGNA February 1986 - February 1989
Education
University of Arizona 1981 — 1985
BSBA, Business Adminstration
Diane Lopes's Mass Mutual Experience August 2011 - May 2012
Job Vice President at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2014 - Present
MassMutual Financial Group May 2012 - October 2014
Mass Mutual August 2011 - May 2012
MassMutual January 2009 - August 2011
MassMutual November 2003 - January 2009
MassMutual Financial Group 2003 - 2008
CIGNA Healthcare November 1992 - November 2003
CIGNA 1992 - 2003
Skills
Insurance, Six Sigma, Process Improvement, Continuous Improvement, Lean Manufacturing, Business Analysis, Visio, Project Management, Call Centers, Quality Assurance, Employee Benefits, Team Building, Quality Management, Leadership, New Business Development, Business Process, Organizational..., Operations Management, Software Documentation, Process Engineering, Vendor Management, Training, Business Process..., Strategic Planning, Coaching, Program Management, Change Management, Analysis, Cross-functional Team...
Education
Southern Connecticut State University 1987 — 1990
MassMutual Financial Group October 2014 - Present
MassMutual Financial Group May 2012 - October 2014
Mass Mutual August 2011 - May 2012
MassMutual January 2009 - August 2011
MassMutual November 2003 - January 2009
MassMutual Financial Group 2003 - 2008
CIGNA Healthcare November 1992 - November 2003
CIGNA 1992 - 2003
Skills
Insurance, Six Sigma, Process Improvement, Continuous Improvement, Lean Manufacturing, Business Analysis, Visio, Project Management, Call Centers, Quality Assurance, Employee Benefits, Team Building, Quality Management, Leadership, New Business Development, Business Process, Organizational..., Operations Management, Software Documentation, Process Engineering, Vendor Management, Training, Business Process..., Strategic Planning, Coaching, Program Management, Change Management, Analysis, Cross-functional Team...
Education
Southern Connecticut State University 1987 — 1990
Chris Rose CLU, ChFC, CPCU Chris Rose CLU, ChFC, CPCU's Mass Mutual Experience 1982 - 1983
Job Insurance & Investment Sales at PSA Financial Center. I am a Chartered Life Underwriter & Financial Consultant.
Industry Insurance
Experience
PSA Insurance & Financial Services May 1983 - Present
Mass Mutual 1982 - 1983
Liberty Mutual January 1974 - January 1982
Skills
I have a strong..., Commercial Insurance, Personal Lines Auto, Personal lines..., Life Insurance, Term Life Insurance, Long-term Care, Whole life Insurance, Professional Liability, Estate Planning, Sales, Property & Casualty..., Insurance, Strategic Financial..., Health Insurance, Employee Benefits, Indexed Annuities, Options, Disability Insurance, Insurance Brokerage, Whole Life, Personal Development, Homeowners, Underwriting, Umbrella Insurance, Financial Services, Investments, Retirement
Education
University of Baltimore 1968 — 1972
BS, Marketing
PSA Insurance & Financial Services May 1983 - Present
Mass Mutual 1982 - 1983
Liberty Mutual January 1974 - January 1982
Skills
I have a strong..., Commercial Insurance, Personal Lines Auto, Personal lines..., Life Insurance, Term Life Insurance, Long-term Care, Whole life Insurance, Professional Liability, Estate Planning, Sales, Property & Casualty..., Insurance, Strategic Financial..., Health Insurance, Employee Benefits, Indexed Annuities, Options, Disability Insurance, Insurance Brokerage, Whole Life, Personal Development, Homeowners, Underwriting, Umbrella Insurance, Financial Services, Investments, Retirement
Education
University of Baltimore 1968 — 1972
BS, Marketing
Justine Busco Justine Busco's Mass Mutual Experience 1987 - 2006
Job Senior Life Insurance UnderwriterRemote at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2006 - Present
MassMutual Financial Group September 1987 - September 2006
Mass Mutual 1987 - 2006
Skills
Life Insurance, Insurance, Risk Management, Underwriting, Term Life Insurance, Up to $7,500,000 sign..., EKG Certified
Education
Springfield Technical Community College
Associate’s Degree, Graphic Design
Agawam High School
High School
Lincoln Financial Group September 2006 - Present
MassMutual Financial Group September 1987 - September 2006
Mass Mutual 1987 - 2006
Skills
Life Insurance, Insurance, Risk Management, Underwriting, Term Life Insurance, Up to $7,500,000 sign..., EKG Certified
Education
Springfield Technical Community College
Associate’s Degree, Graphic Design
Agawam High School
High School
David Repp, Jr. CLU's Mass Mutual Experience January 1986 - January 1992
Job President at Norman Repp Insurance Agency Corporate Benefits and Individual Health and Life Insurance Planning
Industry Insurance
Experience
Norman Repp Insurance Agency. 858-997-2218. NormanReppInsurance@gmail.com July 2015 - Present
Insphere Insurance Solutions July 2012 - July 2015
Repp Gartner Financial, Inc. July 1997 - July 2012
Mass Mutual January 1986 - January 1992
Skills
Health Insurance, Insurance, Life Insurance, Medicare, Disability Insurance, Sales Management, Retirement, Health Savings Accounts, Fixed Annuities, Long-term Care, Employee Benefits, Term Life Insurance, Retirement Planning, Whole Life, Risk Management, Underwriting, Obama Care, Group Benefits, Covered California, Tax Credits, Medical Reimbursement...
Education
San Diego State University-California State University 1981 — 1986
Bachelors, Business
Norman Repp Insurance Agency. 858-997-2218. NormanReppInsurance@gmail.com July 2015 - Present
Insphere Insurance Solutions July 2012 - July 2015
Repp Gartner Financial, Inc. July 1997 - July 2012
Mass Mutual January 1986 - January 1992
Skills
Health Insurance, Insurance, Life Insurance, Medicare, Disability Insurance, Sales Management, Retirement, Health Savings Accounts, Fixed Annuities, Long-term Care, Employee Benefits, Term Life Insurance, Retirement Planning, Whole Life, Risk Management, Underwriting, Obama Care, Group Benefits, Covered California, Tax Credits, Medical Reimbursement...
Education
San Diego State University-California State University 1981 — 1986
Bachelors, Business
Jessica Gurney's Mass Mutual Experience August 2011 - January 2012
Job Marketing Coordinator at LightEdge Solutions
Industry Information Technology and Services
Experience
LightEdge Solutions May 2015 - Present
LightEdge Solutions November 2012 - May 2015
GreenMail Inc. June 2012 - November 2012
LightEdge Solutions January 2012 - June 2012
Mass Mutual August 2011 - January 2012
Simpson College January 2011 - January 2012
Skills
Marketing, Graphic Design, Advertising, Social Media, Public Relations, Event Planning, Blogging, Direct Marketing, Press Releases, Social Networking, Digital Marketing, Product Launch, Market Research, Marketing Communications, Business Development, Newsletters, Budget Management, Facebook, Email Marketing, Social Media Marketing
Education
Simpson College 2008 — 2012
Bachelor of Arts (B.A.), International Management, Spanish, Marketing
Fort Madison High School 2004 — 2008
HS Diploma
LightEdge Solutions May 2015 - Present
LightEdge Solutions November 2012 - May 2015
GreenMail Inc. June 2012 - November 2012
LightEdge Solutions January 2012 - June 2012
Mass Mutual August 2011 - January 2012
Simpson College January 2011 - January 2012
Skills
Marketing, Graphic Design, Advertising, Social Media, Public Relations, Event Planning, Blogging, Direct Marketing, Press Releases, Social Networking, Digital Marketing, Product Launch, Market Research, Marketing Communications, Business Development, Newsletters, Budget Management, Facebook, Email Marketing, Social Media Marketing
Education
Simpson College 2008 — 2012
Bachelor of Arts (B.A.), International Management, Spanish, Marketing
Fort Madison High School 2004 — 2008
HS Diploma
James Simonds, CRIS, CHRS James Simonds, CRIS, CHRS's Mass Mutual Experience August 1975 - January 1983
Job Principal at Arroyo Insurance Services
Industry Insurance
Experience
Arroyo Insurance Services January 1983 - Present
Mass. Mutual August 1975 - January 1983
Crum Forster Insurance Companies January 1975 - August 1975
Skills
Employee Benefits, Workers Compensation.., Insurance, Workers Compensation, Risk Management, Health Insurance, Healthcare, Financial Planning, Health, Strategic Financial..., Life Insurance, Professional Liability, Property & Casualty..., Commercial Insurance, Disability Insurance, Brokers, New Business Development, Retirement Planning, Long-term Care, Sales Management, Estate Planning, Term Life Insurance, General Insurance, Claim, Small Business, Employment Practices..., Reinsurance, Underwriting, Umbrella Insurance, Strategy, D&O, Legal Liability, Casualty, Medicare, Fixed Annuities, Portfolio Management, Inland Marine, Liability, Commercial Lines, Excess, Captives, Pensions, Accident, Financial Planners, Retirement, Homeowners, Insurance Brokerage, Whole Life, Claims Management, Marine Insurance
Education
Healthcare Reform Center and Policy Institute 2013 — 2014
Certified Healthcare Reform Specialist, Healthcare
National Alliance for Insurance Education and Research 2009 — 2011
C.R.I.S, Insurance
Sonoma State University 1971 — 1973
BA, Sociology and Economics
Catalina Island School
College/University Preparatory and Advanced High School/Secondary Diploma Program
Arroyo Insurance Services January 1983 - Present
Mass. Mutual August 1975 - January 1983
Crum Forster Insurance Companies January 1975 - August 1975
Skills
Employee Benefits, Workers Compensation.., Insurance, Workers Compensation, Risk Management, Health Insurance, Healthcare, Financial Planning, Health, Strategic Financial..., Life Insurance, Professional Liability, Property & Casualty..., Commercial Insurance, Disability Insurance, Brokers, New Business Development, Retirement Planning, Long-term Care, Sales Management, Estate Planning, Term Life Insurance, General Insurance, Claim, Small Business, Employment Practices..., Reinsurance, Underwriting, Umbrella Insurance, Strategy, D&O, Legal Liability, Casualty, Medicare, Fixed Annuities, Portfolio Management, Inland Marine, Liability, Commercial Lines, Excess, Captives, Pensions, Accident, Financial Planners, Retirement, Homeowners, Insurance Brokerage, Whole Life, Claims Management, Marine Insurance
Education
Healthcare Reform Center and Policy Institute 2013 — 2014
Certified Healthcare Reform Specialist, Healthcare
National Alliance for Insurance Education and Research 2009 — 2011
C.R.I.S, Insurance
Sonoma State University 1971 — 1973
BA, Sociology and Economics
Catalina Island School
College/University Preparatory and Advanced High School/Secondary Diploma Program
Craig Rivest's Mass Mutual Experience September 2008 - April 2010
Job Automotive Technician at Marcotte Ford and freelance photographer
Industry Photography
Experience
Car Fotography January 2012 - Present
Marcotte Ford April 2011 - Present
Mass Mutual September 2008 - April 2010
Stop & Shop November 1996 - September 2008
Skills
Automotive Technology, Drummer, Customer Service, Drums, Troubleshooting, Automotive Repair, Automobile, Sales, Customer Satisfaction, Leadership, Management
Education
Springfield Technical Community College 2010 — 2011
Associates, Automotive Engineering
Car Fotography January 2012 - Present
Marcotte Ford April 2011 - Present
Mass Mutual September 2008 - April 2010
Stop & Shop November 1996 - September 2008
Skills
Automotive Technology, Drummer, Customer Service, Drums, Troubleshooting, Automotive Repair, Automobile, Sales, Customer Satisfaction, Leadership, Management
Education
Springfield Technical Community College 2010 — 2011
Associates, Automotive Engineering
Aprilyn Chavez Geissler Aprilyn Chavez Geissler's Mass Mutual Experience 2009 - 2009
Job Owner, Geissler Agency FARMERS INSURANCE
Industry Insurance
Experience
Geissler Agency Inc FARMERS INSURANCE August 2003 - Present
Mass Mutual 2009 - 2009
Northwestern Mutual 1995 - 1996
Skills
Insurance, Health, Home, Long Term Care, Annuities, Retirement, Long-term Care, Term Life Insurance, Health Insurance, Long Term Care Insurance, Fixed Annuities, Commercial Insurance, Umbrella Insurance, Universal Life, Renters, Workers Compensation, Property & Casualty..., Medicare, Small Business, Disability Insurance, Brokers, Homeowners, Life Insurance, Whole Life, Employee Benefits
Education
The University of New Mexico 1991 — 1996
Bachelor of Business Administration, Finance
The University of New Mexico - Robert O. Anderson School of Management 1991 — 1996
Bachelor of Business Administration (BBA), Finance
Geissler Agency Inc FARMERS INSURANCE August 2003 - Present
Mass Mutual 2009 - 2009
Northwestern Mutual 1995 - 1996
Skills
Insurance, Health, Home, Long Term Care, Annuities, Retirement, Long-term Care, Term Life Insurance, Health Insurance, Long Term Care Insurance, Fixed Annuities, Commercial Insurance, Umbrella Insurance, Universal Life, Renters, Workers Compensation, Property & Casualty..., Medicare, Small Business, Disability Insurance, Brokers, Homeowners, Life Insurance, Whole Life, Employee Benefits
Education
The University of New Mexico 1991 — 1996
Bachelor of Business Administration, Finance
The University of New Mexico - Robert O. Anderson School of Management 1991 — 1996
Bachelor of Business Administration (BBA), Finance
Mark Gunn, CLU Mark Gunn, CLU's Mass Mutual Experience March 2011 - July 2012
Job Regional Sales Director, Ohio National Financial Services, Life Insurance Brokerage
Industry Financial Services
Experience
Ohio National Financial Services April 2015 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - March 2015
Mass Mutual March 2011 - July 2012
Saybrus Partners/ The PHOENIX Companies 2010 - 2011
Highland Capital Brokerage 2009 - 2010
First Legacy Partners, LLC 2009 - 2009
The PHOENIX Companies 2006 - 2009
Mass Mutual/S.E. Financial Group 2004 - 2006
New England Financial-Pittman Financial Partners 1996 - 2004
New York Life Insurance Company March 1988 - August 1996
Skills
Retirement, Insurance, Securities, Employee Benefits, Annuity, Long Term Care, Mutual Funds, Wealth Management, Estate Planning, Life Insurance, Fixed Annuities, Finance, Series 63, Term Life Insurance, Underwriting, Asset Allocation, Long-term Care, Financial Advisory, Retirement Planning, Brokers, Series 6, Disability Insurance, 401k, Investments, Financial Planners, Series 7, Strategic Financial..., IRAs, Alternative Investments, Financial Services, Investment Advisory, Long Term Care Insurance, Financial Planning
Education
The American College 1990 — 1996
CLU, Insurance
University of Mississippi 1980 — 1984
B.A., Major:English; Minor: Business/Pol.Sci
Ohio National Financial Services April 2015 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - March 2015
Mass Mutual March 2011 - July 2012
Saybrus Partners/ The PHOENIX Companies 2010 - 2011
Highland Capital Brokerage 2009 - 2010
First Legacy Partners, LLC 2009 - 2009
The PHOENIX Companies 2006 - 2009
Mass Mutual/S.E. Financial Group 2004 - 2006
New England Financial-Pittman Financial Partners 1996 - 2004
New York Life Insurance Company March 1988 - August 1996
Skills
Retirement, Insurance, Securities, Employee Benefits, Annuity, Long Term Care, Mutual Funds, Wealth Management, Estate Planning, Life Insurance, Fixed Annuities, Finance, Series 63, Term Life Insurance, Underwriting, Asset Allocation, Long-term Care, Financial Advisory, Retirement Planning, Brokers, Series 6, Disability Insurance, 401k, Investments, Financial Planners, Series 7, Strategic Financial..., IRAs, Alternative Investments, Financial Services, Investment Advisory, Long Term Care Insurance, Financial Planning
Education
The American College 1990 — 1996
CLU, Insurance
University of Mississippi 1980 — 1984
B.A., Major:English; Minor: Business/Pol.Sci
James Prosperi James Prosperi's Mass Mutual Experience July 2015 - Present
Job Mass Mutual
Industry Financial Services
Experience
Mass Mutual July 2015 - Present
MassMutual Financial Group 2015 - 2015
MassMutual Financial Group 2015 - 2015
MassMutual Financial Group 2014 - 2015
Merrill Lynch January 1993 - April 2014
Skills
Microsoft Word, Customer Service, Research, Disability Insurance, Employee Benefits, Fixed Annuities, Health Insurance, Insurance, Leadership, Life Insurance, Long-term Care, Medicare, Retirement Planning, Sales Management, Term Life Insurance, Whole Life
Education
State University of New York College at Fredonia 1986 — 1990
Finance and Communications, Finance, General
Mass Mutual July 2015 - Present
MassMutual Financial Group 2015 - 2015
MassMutual Financial Group 2015 - 2015
MassMutual Financial Group 2014 - 2015
Merrill Lynch January 1993 - April 2014
Skills
Microsoft Word, Customer Service, Research, Disability Insurance, Employee Benefits, Fixed Annuities, Health Insurance, Insurance, Leadership, Life Insurance, Long-term Care, Medicare, Retirement Planning, Sales Management, Term Life Insurance, Whole Life
Education
State University of New York College at Fredonia 1986 — 1990
Finance and Communications, Finance, General
Verna Cavalieri-Ulis Verna Cavalieri-Ulis's Mass Mutual Experience February 2010 - September 2013
Job Financial Services Professional at Cavalieri Financial Group, LLC
Industry Financial Services
Experience
Cavalieri Financial Group, LLC September 2013 - Present
Mass Mutual February 2010 - September 2013
New York Life Insurance Company September 2007 - February 2010
Skills
Retirement, Long Term Care Insurance, Insurance, Disability Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Series 63, Estate Planning, 401k, Term Life Insurance, Mutual Funds, Investments, Long-term Care, Strategic Financial..., Wealth Management
Education
Syracuse University 1987 — 1989
Masters, Advertising and Design
School of Visual Arts
Bachelor's degree, Illustration & Graphic Design
Cavalieri Financial Group, LLC September 2013 - Present
Mass Mutual February 2010 - September 2013
New York Life Insurance Company September 2007 - February 2010
Skills
Retirement, Long Term Care Insurance, Insurance, Disability Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Series 63, Estate Planning, 401k, Term Life Insurance, Mutual Funds, Investments, Long-term Care, Strategic Financial..., Wealth Management
Education
Syracuse University 1987 — 1989
Masters, Advertising and Design
School of Visual Arts
Bachelor's degree, Illustration & Graphic Design
Abe Ie's Mass Mutual Experience April 2007 - September 2007
Job Bank of America Merchant Services
Industry Banking
Experience
Bank of America Merchant Services April 2011 - Present
The Father's House September 2007 - September 2015
Bank of America May 2009 - April 2011
Trisnadi Consulting Group September 2007 - December 2008
Mass Mutual April 2007 - September 2007
Cingular Wireless March 2005 - May 2007
Morgan Stanley 2006 - 2007
Morgan Stanley 2006 - 2007
Harvest Church 2003 - 2005
Gateway Computers October 2000 - April 2004
Skills
Public Speaking, Negotiation, Social Networking, Social Media, Project Management, Social Media Marketing, Contract Negotiation, Investment Properties, Facebook, Customer Service, Leadership, Time Management, Public Relations, Outlook, Real Estate, Team Building, Team Leadership, Event Planning, Event Management, Recruiting, Management, Research, Coaching, Small Business, Account Management, Microsoft Excel, Budgets, Investments, Online Advertising, Market Research, Marketing Strategy, Banking, Fundraising, Microsoft Word, PowerPoint, Analysis, Non-profits, Advertising, Sales Management, Business Strategy, Sales, Marketing Communications, Teamwork, Retail, Strategic Planning, Entrepreneurship, New Business Development, Microsoft Office, Training, Marketing
Education
University of California, Davis 2005 — 2007
Managerial Economics, Business, Investments
Solano Community College 2003 — 2005
Liberal Arts A.A., Business
Generation Interns 2001 — 2003
Certificate of Completion, Ministry Training
Bank of America Merchant Services April 2011 - Present
The Father's House September 2007 - September 2015
Bank of America May 2009 - April 2011
Trisnadi Consulting Group September 2007 - December 2008
Mass Mutual April 2007 - September 2007
Cingular Wireless March 2005 - May 2007
Morgan Stanley 2006 - 2007
Morgan Stanley 2006 - 2007
Harvest Church 2003 - 2005
Gateway Computers October 2000 - April 2004
Skills
Public Speaking, Negotiation, Social Networking, Social Media, Project Management, Social Media Marketing, Contract Negotiation, Investment Properties, Facebook, Customer Service, Leadership, Time Management, Public Relations, Outlook, Real Estate, Team Building, Team Leadership, Event Planning, Event Management, Recruiting, Management, Research, Coaching, Small Business, Account Management, Microsoft Excel, Budgets, Investments, Online Advertising, Market Research, Marketing Strategy, Banking, Fundraising, Microsoft Word, PowerPoint, Analysis, Non-profits, Advertising, Sales Management, Business Strategy, Sales, Marketing Communications, Teamwork, Retail, Strategic Planning, Entrepreneurship, New Business Development, Microsoft Office, Training, Marketing
Education
University of California, Davis 2005 — 2007
Managerial Economics, Business, Investments
Solano Community College 2003 — 2005
Liberal Arts A.A., Business
Generation Interns 2001 — 2003
Certificate of Completion, Ministry Training
Brendan Hartney Brendan Hartney's Mass Mutual Experience April 2007 - November 2007
Job Renewal Sales Specialist at Advent Software
Industry Computer Software
Experience
Advent Software May 2013 - Present
Signature Development Group, Inc. September 2012 - December 2012
Anvil Builders Inc. July 2011 - December 2011
Northwestern Mutual November 2007 - July 2010
Mass Mutual April 2007 - November 2007
Wells Fargo Financial January 2006 - December 2006
Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Series 7, Investments, Series 63, Disability Insurance, Mutual Funds, Life Insurance, Insurance, Retirement, Wealth Management, Financial Analysis, Securities, Asset Allocation, Business Development
Education
University of California, Davis - Graduate School of Management 2010 — 2012
MBA, Marketing and Organizational Behavior
University of California, Davis 2001 — 2006
B.A., Economics and History
Advent Software May 2013 - Present
Signature Development Group, Inc. September 2012 - December 2012
Anvil Builders Inc. July 2011 - December 2011
Northwestern Mutual November 2007 - July 2010
Mass Mutual April 2007 - November 2007
Wells Fargo Financial January 2006 - December 2006
Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Series 7, Investments, Series 63, Disability Insurance, Mutual Funds, Life Insurance, Insurance, Retirement, Wealth Management, Financial Analysis, Securities, Asset Allocation, Business Development
Education
University of California, Davis - Graduate School of Management 2010 — 2012
MBA, Marketing and Organizational Behavior
University of California, Davis 2001 — 2006
B.A., Economics and History
Anthony Kosobud's Mass Mutual Experience April 2002 - March 2005
Job President & Principal at Retirement Journey Advisors and Retirement Journey Consultants, LLC
Industry Financial Services
Experience
Retirement Journey Advisors, LLC August 2013 - Present
Prudential Financial Group May 2008 - August 2013
Pacific Life March 2005 - May 2008
Mass Mutual April 2002 - March 2005
Allstate Financial Services, LLC January 2000 - February 2002
Allstate Financial Services, LLC March 1999 - January 2000
SunLife January 1996 - March 1999
Skills
Retirement Planning, Series 63, Series 6, Mutual Funds, Series 7, Fixed Annuities, 401k, Retirement, Asset Allocation, Insurance, Investments, Life Insurance, Wealth Management, Securities, Long-term Care, Alternative Investments, Disability Insurance, Strategic Financial..., Financial Advisory, Asset Management, Social Security Benefits, Medicare Benefits, Charitable Giving, Estate Planning, Long Term Care Insurance, Variable Annuities, Financial Services
Education
The University of North Dakota 1986 — 1991
BA English
Retirement Journey Advisors, LLC August 2013 - Present
Prudential Financial Group May 2008 - August 2013
Pacific Life March 2005 - May 2008
Mass Mutual April 2002 - March 2005
Allstate Financial Services, LLC January 2000 - February 2002
Allstate Financial Services, LLC March 1999 - January 2000
SunLife January 1996 - March 1999
Skills
Retirement Planning, Series 63, Series 6, Mutual Funds, Series 7, Fixed Annuities, 401k, Retirement, Asset Allocation, Insurance, Investments, Life Insurance, Wealth Management, Securities, Long-term Care, Alternative Investments, Disability Insurance, Strategic Financial..., Financial Advisory, Asset Management, Social Security Benefits, Medicare Benefits, Charitable Giving, Estate Planning, Long Term Care Insurance, Variable Annuities, Financial Services
Education
The University of North Dakota 1986 — 1991
BA English
Jack Shaughnessy Jack Shaughnessy's Mass Mutual Experience August 2015 - Present
Job Lead/Sr. Project Manager at Mass Mutual
Industry Information Technology and Services
Experience
Mass Mutual August 2015 - Present
INDEPENDENT CONTRACTOR: Connecticut, USA January 2002 - Present
The State of Connecticut - Judicial Branch February 2015 - August 2015
The United Illuminating Company March 2014 - November 2014
Withers Bergman LLP June 2013 - November 2013
IBM Global Business Services May 2010 - December 2012
Enginuity PLM September 2007 - December 2009
New England Stair June 2006 - December 2006
Pavarini November 2005 - April 2006
Pfizer Pharmaceutical July 2004 - August 2005
Skills
MS Project, PMP, Project Management, Visio, Software Documentation, Servers, System Administration, Management, Project Portfolio..., PMO, Data Center, Process Improvement, Testing, Change Management, Databases, Six Sigma, Vendor Management, Oracle, Analysis, ITIL, Windows Server, IT Strategy, IT Management, SQL, Disaster Recovery, Integration, IT Service Management, Infrastructure, Networking, Microsoft Project
Education
The University of Connecticut 1983 — 1983
Business Administration and Management, General
PMI
Mass Mutual August 2015 - Present
INDEPENDENT CONTRACTOR: Connecticut, USA January 2002 - Present
The State of Connecticut - Judicial Branch February 2015 - August 2015
The United Illuminating Company March 2014 - November 2014
Withers Bergman LLP June 2013 - November 2013
IBM Global Business Services May 2010 - December 2012
Enginuity PLM September 2007 - December 2009
New England Stair June 2006 - December 2006
Pavarini November 2005 - April 2006
Pfizer Pharmaceutical July 2004 - August 2005
Skills
MS Project, PMP, Project Management, Visio, Software Documentation, Servers, System Administration, Management, Project Portfolio..., PMO, Data Center, Process Improvement, Testing, Change Management, Databases, Six Sigma, Vendor Management, Oracle, Analysis, ITIL, Windows Server, IT Strategy, IT Management, SQL, Disaster Recovery, Integration, IT Service Management, Infrastructure, Networking, Microsoft Project
Education
The University of Connecticut 1983 — 1983
Business Administration and Management, General
PMI
Caitlyn Sanchez's Mass Mutual Experience October 2011 - May 2012
Job Senior Digital Sales Planner at Sporting News Media
Industry Marketing and Advertising
Experience
Sporting News Media August 2014 - Present
Mode Media Corporation (formerly Glam Media) July 2014 - August 2014
Mode Media Corporation November 2012 - June 2014
Queens Ledger, BQE Media 2008 - August 2012
Mass Mutual October 2011 - May 2012
Siena College: Strategic Communications & Integrated Marketing Department September 2010 - May 2012
Siena College September 2008 - May 2012
Frost & Sullivan January 2011 - August 2011
Citywide Aquatics June 2010 - September 2010
Skills
Social Media, Marketing, Microsoft Excel, Management, Event Planning, Social Media Marketing, Website Development, Email Marketing, Group Work, Administrative Work, SQL, Microsoft Access, Microsoft Office, Research, Social Networking, PowerPoint, Blogging, Marketing Communications, Editing, Microsoft Word, Market Research, Marketing Strategy, SPSS, Wordpress, Teamwork, Time Management, Mac, HTML, Outlook, Public Speaking, Customer Service, Press Releases, Leadership, Community Outreach, Sales, Access, Advertising, Digital Marketing, Facebook
Education
Siena College 2008 — 2012
Bachelor's, Marketing & Management Minor: Information Systems
Dominican Academy 2004 — 2008
Sporting News Media August 2014 - Present
Mode Media Corporation (formerly Glam Media) July 2014 - August 2014
Mode Media Corporation November 2012 - June 2014
Queens Ledger, BQE Media 2008 - August 2012
Mass Mutual October 2011 - May 2012
Siena College: Strategic Communications & Integrated Marketing Department September 2010 - May 2012
Siena College September 2008 - May 2012
Frost & Sullivan January 2011 - August 2011
Citywide Aquatics June 2010 - September 2010
Skills
Social Media, Marketing, Microsoft Excel, Management, Event Planning, Social Media Marketing, Website Development, Email Marketing, Group Work, Administrative Work, SQL, Microsoft Access, Microsoft Office, Research, Social Networking, PowerPoint, Blogging, Marketing Communications, Editing, Microsoft Word, Market Research, Marketing Strategy, SPSS, Wordpress, Teamwork, Time Management, Mac, HTML, Outlook, Public Speaking, Customer Service, Press Releases, Leadership, Community Outreach, Sales, Access, Advertising, Digital Marketing, Facebook
Education
Siena College 2008 — 2012
Bachelor's, Marketing & Management Minor: Information Systems
Dominican Academy 2004 — 2008
Brian Kostanski's Mass Mutual Experience November 2013 - Present
Job Account Manager, Defined Benefits MassMutual
Industry Insurance
Experience
Mass Mutual November 2013 - Present
Comprehensive Funding Solutions October 2005 - January 2009
Skills
Customer Service, Process Improvement, Microsoft Office, Sales, Management, Leadership, Strategic Planning, Program Management, Team Building, Microsoft Excel, Vendor Management, Social Media, Operations Management, Analysis
Education
Springfield Technical Community College 2009 — 2010
AS, Computer IT Security
Springfield Technical Community College 1986 — 1989
AS, Printing Management
Rochester Institute of Technology
Mass Mutual November 2013 - Present
Comprehensive Funding Solutions October 2005 - January 2009
Skills
Customer Service, Process Improvement, Microsoft Office, Sales, Management, Leadership, Strategic Planning, Program Management, Team Building, Microsoft Excel, Vendor Management, Social Media, Operations Management, Analysis
Education
Springfield Technical Community College 2009 — 2010
AS, Computer IT Security
Springfield Technical Community College 1986 — 1989
AS, Printing Management
Rochester Institute of Technology
Angela Lynch Angela Lynch's Mass Mutual Experience 1990 - 1993
Job Independent Consultant
Industry Information Technology and Services
Experience
IBM 2000 - 2012
Mass Mutual 1990 - 1993
Aetna Life & Casualty 1987 - 1990
Skills
Strategy, Change Management, Leadership, Governance, Performance Management, Organizational Design, Strategic Planning, Coaching, Culture Change, Thought Leadership, Business Transformation, Management Consulting, Data Analytics, Statistics
Education
The University of Connecticut 1993 — 1997
Ph.D., Industrial / Organizational Psychology
Trinity College-Hartford
Master of Science (MS), Mathematics
Rosemont College
Bachelor of Arts (BA), Mathematics
IBM 2000 - 2012
Mass Mutual 1990 - 1993
Aetna Life & Casualty 1987 - 1990
Skills
Strategy, Change Management, Leadership, Governance, Performance Management, Organizational Design, Strategic Planning, Coaching, Culture Change, Thought Leadership, Business Transformation, Management Consulting, Data Analytics, Statistics
Education
The University of Connecticut 1993 — 1997
Ph.D., Industrial / Organizational Psychology
Trinity College-Hartford
Master of Science (MS), Mathematics
Rosemont College
Bachelor of Arts (BA), Mathematics
Tom DuChene Tom DuChene's Mass Mutual Experience October 2011 - February 2012
Job Account Executive at Elavon, Inc.
Industry Banking
Experience
Elavon, Inc. May 2013 - Present
Mass Mutual October 2011 - February 2012
WELLS FARGO INSURANCE November 1997 - October 2002
Swenson Anderson Associates June 1996 - October 1997
Prudential Insurance April 1991 - June 1996
DuChene Painting January 1975 - January 1991
Skills
Sales, Project Management, Sales Management
Education
South Central College
Associates Degree, Accounting
The American College
Elavon, Inc. May 2013 - Present
Mass Mutual October 2011 - February 2012
WELLS FARGO INSURANCE November 1997 - October 2002
Swenson Anderson Associates June 1996 - October 1997
Prudential Insurance April 1991 - June 1996
DuChene Painting January 1975 - January 1991
Skills
Sales, Project Management, Sales Management
Education
South Central College
Associates Degree, Accounting
The American College
Selina Chan, MBA Selina Chan, MBA's Mass Mutual Experience April 2010 - March 2011
Job Retirement Consultant at Stanford Hospital and Clinic
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2011 - Present
Mass Mutual April 2010 - March 2011
Principal Financial Group October 2005 - June 2009
Morgan Stanley October 2004 - September 2005
East West Bank September 2003 - June 2004
LUCENT TECHNOLOGIES June 2000 - August 2001
Siemens AG May 1999 - August 1999
Skills
Cross-functional Team..., Business Development, Management, Leadership, Product Marketing, Retirement Planning, CRM, New Business Development, Sales, Marketing, Market Research, Analysis, Financial Services, Portfolio Management, Retirement, Mutual Funds, Series 7, Insurance
Education
Walton College of Business 2002 — 2003
M.B.A.
University of Arkansas 1995 — 2000
B.S.
Transamerica Retirement Solutions June 2011 - Present
Mass Mutual April 2010 - March 2011
Principal Financial Group October 2005 - June 2009
Morgan Stanley October 2004 - September 2005
East West Bank September 2003 - June 2004
LUCENT TECHNOLOGIES June 2000 - August 2001
Siemens AG May 1999 - August 1999
Skills
Cross-functional Team..., Business Development, Management, Leadership, Product Marketing, Retirement Planning, CRM, New Business Development, Sales, Marketing, Market Research, Analysis, Financial Services, Portfolio Management, Retirement, Mutual Funds, Series 7, Insurance
Education
Walton College of Business 2002 — 2003
M.B.A.
University of Arkansas 1995 — 2000
B.S.
Timothy Cramer Timothy Cramer's Mass Mutual Experience January 2011 - February 2012
Job Senior Business Systems Analyst at Travelers
Industry Investment Management
Experience
Travelers November 2012 - Present
Lincoln Financial Group February 2012 - November 2012
VERTEX, Inc. January 2011 - November 2012
Mass Mutual January 2011 - February 2012
CIGNA 2009 - April 2011
The Hartford January 1995 - January 2009
Investment Products Division January 2001 - January 2004
The Hartford June 1998 - March 2001
Investment Products Division January 1995 - January 1998
Skills
Business Analysis, Requirements Gathering, Business Requirements, Quality Assurance, SDLC, Business Process, Quality Center, Requirements Analysis, Testing, Insurance, Project Planning, Waterfall, SharePoint, Project Management, Customer Service, Visio, Documentation, MS Project, Excel, Team Leadership, Word, Microsoft Office, Software Documentation, Leadership, Customer Relations, Team Building, Agile Methodologies, Scrum, User Stories, Features
Education
Southern Connecticut State University
BS, Business Administration
Travelers November 2012 - Present
Lincoln Financial Group February 2012 - November 2012
VERTEX, Inc. January 2011 - November 2012
Mass Mutual January 2011 - February 2012
CIGNA 2009 - April 2011
The Hartford January 1995 - January 2009
Investment Products Division January 2001 - January 2004
The Hartford June 1998 - March 2001
Investment Products Division January 1995 - January 1998
Skills
Business Analysis, Requirements Gathering, Business Requirements, Quality Assurance, SDLC, Business Process, Quality Center, Requirements Analysis, Testing, Insurance, Project Planning, Waterfall, SharePoint, Project Management, Customer Service, Visio, Documentation, MS Project, Excel, Team Leadership, Word, Microsoft Office, Software Documentation, Leadership, Customer Relations, Team Building, Agile Methodologies, Scrum, User Stories, Features
Education
Southern Connecticut State University
BS, Business Administration
Kathy D'Amario Kathy D'Amario's Mass Mutual Experience 1980 - 1989
Job Senior VP Architecture and Innovation at MEDecision
Industry Computer Software
Experience
MEDecision October 2009 - Present
CIGNA 2001 - October 2009
ING 2000 - 2001
ing 2000 - 2001
Aetna Life & Casualty 1992 - 2001
Aetna 1995 - 2000
Aetna Retirement Services 1992 - 2000
mass mutual 1980 - 1989
Education
Springfield College 1974 — 1978
BS, Education/Psychology
Western New England University
MBA
MEDecision October 2009 - Present
CIGNA 2001 - October 2009
ING 2000 - 2001
ing 2000 - 2001
Aetna Life & Casualty 1992 - 2001
Aetna 1995 - 2000
Aetna Retirement Services 1992 - 2000
mass mutual 1980 - 1989
Education
Springfield College 1974 — 1978
BS, Education/Psychology
Western New England University
MBA
Craig Tullin Craig Tullin's Mass Mutual Experience July 2006 - September 2007
Job Senior Technical Recruiter at Thomson Keene Associates
Industry Staffing and Recruiting
Experience
Thomson Keene Associates December 2013 - Present
Solomon Page Group May 2012 - December 2013
MPG August 2011 - May 2012
Horizon Media April 2010 - August 2011
Horizon Media October 2007 - March 2010
Mass Mutual July 2006 - September 2007
Skills
Recruiting, Technical Recruiting, Sales, Marketing, Social Media, Social Media Marketing, Online Advertising, Integrated Marketing, Digital Media, Account Management, Contract Recruitment, Permanent Placement, Sourcing, Screening, Interviews, Negotiation, Media Buying, Facebook, Email Marketing, Advertising, Media Planning
Education
State University of New York at Buffalo 2003 — 2006
BA, Psychology
Thomson Keene Associates December 2013 - Present
Solomon Page Group May 2012 - December 2013
MPG August 2011 - May 2012
Horizon Media April 2010 - August 2011
Horizon Media October 2007 - March 2010
Mass Mutual July 2006 - September 2007
Skills
Recruiting, Technical Recruiting, Sales, Marketing, Social Media, Social Media Marketing, Online Advertising, Integrated Marketing, Digital Media, Account Management, Contract Recruitment, Permanent Placement, Sourcing, Screening, Interviews, Negotiation, Media Buying, Facebook, Email Marketing, Advertising, Media Planning
Education
State University of New York at Buffalo 2003 — 2006
BA, Psychology
Bernard Surovsky's Mass Mutual Experience 1996 - 2006
Job Financial Advisor at Kingsroad Financial Insurance Services Inc
Industry Financial Services
Experience
Kingsroad Financial Insurance Services, Inc. 2005 - Present
Kingsroad Financial Insurance Services Inc July 2004 - Present
Mass Mutual 1996 - 2006
Education
University of Cape Town 1981 — 1988
bsc
Kingsroad Financial Insurance Services, Inc. 2005 - Present
Kingsroad Financial Insurance Services Inc July 2004 - Present
Mass Mutual 1996 - 2006
Education
University of Cape Town 1981 — 1988
bsc
Craig Larson's Mass Mutual Experience June 1989 - September 1996
Job Independent Financial Advisor Putting Your Interests First | Boutique Firm with Personalized Service
Industry Financial Services
Experience
Larson Financial Advisors October 1996 - Present
Foundation for Consumer Free Choice June 2010 - March 2013
Society for Financial Awareness October 2005 - May 2010
Mass Mutual June 1989 - September 1996
Life Underwriter Training Council Fellow September 1993 - May 1994
Skills
Retirement Planning
Education
St. Olaf College 1985 — 1989
BA, Economics
Austin High School 1985 — 1985
High School
Larson Financial Advisors October 1996 - Present
Foundation for Consumer Free Choice June 2010 - March 2013
Society for Financial Awareness October 2005 - May 2010
Mass Mutual June 1989 - September 1996
Life Underwriter Training Council Fellow September 1993 - May 1994
Skills
Retirement Planning
Education
St. Olaf College 1985 — 1989
BA, Economics
Austin High School 1985 — 1985
High School
Martha DiTomasso's Mass Mutual Experience 2002 - Present
Job AVP, HR Business Partner at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group AVP, Human ResourcesMassMutual Life Insurance Company2002 - Present
MassMutual 2002 - Present
Mass Mutual 2002 - Present
MassMutual Financial Group 2002 - 2009
CIGNA 1994 - 2002
CIGNA Healthcare 1994 - 2002
Skills
Human Resources, Leadership, Employee Engagement, Employee Benefits, Recruiting, Succession Planning, Talent Acquisition, Performance Management, Talent Management, Executive Coaching, Coaching
Education
University of Connecticut
MassMutual Financial Group AVP, Human ResourcesMassMutual Life Insurance Company2002 - Present
MassMutual 2002 - Present
Mass Mutual 2002 - Present
MassMutual Financial Group 2002 - 2009
CIGNA 1994 - 2002
CIGNA Healthcare 1994 - 2002
Skills
Human Resources, Leadership, Employee Engagement, Employee Benefits, Recruiting, Succession Planning, Talent Acquisition, Performance Management, Talent Management, Executive Coaching, Coaching
Education
University of Connecticut
David Gangloff's Mass Mutual Experience November 2011 - Present
Job Business Consultant at MassMutual Financial Group
Industry Insurance
Experience
Mass Mutual November 2011 - Present
Mass Mutual January 1996 - November 2011
Skills
Management Consulting, Retirement Planning, Retirement, Sales, Financial Services, Insurance, Business Analysis, Leadership, Process Improvement, Life Insurance, Risk Management, Microsoft Office, Analysis, Marketing
Education
University of Massachusetts, Amherst 2004 — 2008
Master of Business Administration (M.B.A.), Management
Saint Michael's College 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Mass Mutual November 2011 - Present
Mass Mutual January 1996 - November 2011
Skills
Management Consulting, Retirement Planning, Retirement, Sales, Financial Services, Insurance, Business Analysis, Leadership, Process Improvement, Life Insurance, Risk Management, Microsoft Office, Analysis, Marketing
Education
University of Massachusetts, Amherst 2004 — 2008
Master of Business Administration (M.B.A.), Management
Saint Michael's College 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Anna Kaufmann's Mass Mutual Experience 2007 - 2013
Job Consultant for Ebix Consulting
Industry Information Technology and Services
Experience
Vertex Incorporated (an Ebix Consulting Company) December 1996 - Present
iPipeline October 2014 - Present
Insurance Technologies July 2014 - October 2014
iPipeline January 2014 - June 2014
Mass Mutual 2007 - 2013
EDS March 2006 - November 2006
State of Connecticut October 2004 - March 2006
The Hartford October 2000 - January 2002
Consultant to E/W Group February 2000 - May 2000
Consultant to SS&C June 1997 - January 2000
Skills
DB2, COBOL, SDLC, Business Requirements, Testing, Requirements Gathering, Agile Methodologies, Business Analysis, Requirements Analysis, User Acceptance Testing, Data Warehousing, Solution Architecture, Visio, Mainframe, Enterprise Architecture, Quality Center, Vendor Management, Microsoft Excel, QTP, Data Mapping, Gap Analysis, FireLight, TSO
Education
CPI 1985 — 1985
Diploma, Computer Programming, 4.0
The University of Connecticut 1980 — 1984
Bachelor of Fine Arts (BFA)
LOMA Classes
Vertex Incorporated (an Ebix Consulting Company) December 1996 - Present
iPipeline October 2014 - Present
Insurance Technologies July 2014 - October 2014
iPipeline January 2014 - June 2014
Mass Mutual 2007 - 2013
EDS March 2006 - November 2006
State of Connecticut October 2004 - March 2006
The Hartford October 2000 - January 2002
Consultant to E/W Group February 2000 - May 2000
Consultant to SS&C June 1997 - January 2000
Skills
DB2, COBOL, SDLC, Business Requirements, Testing, Requirements Gathering, Agile Methodologies, Business Analysis, Requirements Analysis, User Acceptance Testing, Data Warehousing, Solution Architecture, Visio, Mainframe, Enterprise Architecture, Quality Center, Vendor Management, Microsoft Excel, QTP, Data Mapping, Gap Analysis, FireLight, TSO
Education
CPI 1985 — 1985
Diploma, Computer Programming, 4.0
The University of Connecticut 1980 — 1984
Bachelor of Fine Arts (BFA)
LOMA Classes
Daniel Zimmer, MSA's Mass Mutual Experience January 2006 - December 2007
Job Advisor Consultant (Internal Wholesaler) at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments January 2015 - Present
Franklin Templeton Investments January 2014 - December 2014
CBRE April 2013 - January 2014
TD Ameritrade May 2010 - April 2013
Grenz Insurance Company December 2007 - May 2010
Mass Mutual January 2006 - December 2007
Skills
IRA's, Retirement Planning, Retirement, Mutual Funds, Stocks, Analyst, Financial Analysis, Finance, Equities, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Financial Services, Investments, Leadership, Series 7, Analysis
Education
Creighton University 2010 — 2012
Masters of Security Analysis and Portfolio Management, Finance
University of California, Davis 2001 — 2006
B.A, Art History and East Asian Studies
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments January 2015 - Present
Franklin Templeton Investments January 2014 - December 2014
CBRE April 2013 - January 2014
TD Ameritrade May 2010 - April 2013
Grenz Insurance Company December 2007 - May 2010
Mass Mutual January 2006 - December 2007
Skills
IRA's, Retirement Planning, Retirement, Mutual Funds, Stocks, Analyst, Financial Analysis, Finance, Equities, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Financial Services, Investments, Leadership, Series 7, Analysis
Education
Creighton University 2010 — 2012
Masters of Security Analysis and Portfolio Management, Finance
University of California, Davis 2001 — 2006
B.A, Art History and East Asian Studies
Stu Kwassman's Mass Mutual Experience AVP and Product ActuaryMassMutual Financial Group2006 - Present
Job AVP and Product Actuary at Mass Mutual
Industry Insurance
Experience
Mass Mutual AVP and Product ActuaryMassMutual Financial Group2006 - Present
Mass Mutual 2006 - Present
Mass Mutual 2006 - Present
Mass Mutual Insurance Company 2006 - Present
MassMutual 2006 - Present
Skills
Fixed Annuities, Life Insurance
Education
University at Albany, SUNY 1972 — 1976
Mass Mutual AVP and Product ActuaryMassMutual Financial Group2006 - Present
Mass Mutual 2006 - Present
Mass Mutual 2006 - Present
Mass Mutual Insurance Company 2006 - Present
MassMutual 2006 - Present
Skills
Fixed Annuities, Life Insurance
Education
University at Albany, SUNY 1972 — 1976
Karen Marquis's Mass Mutual Experience 2001 - 2002
Job Director, IT Program Management at United Healthcare
Industry Information Technology and Services
Experience
United Healthcare May 2010 - Present
The Hartford 2008 - 2009
Hartford Technology Services Company August 2004 - September 2008
DST Output 2002 - 2004
Mass Mutual 2001 - 2002
Travelers 2001 - 2001
Merallis 2000 - 2001
ABB Combustion Engineering 1983 - 2000
Skills
Team Building, Project Planning, SDLC, Vendor Management, Resource Management, Program Management, PMO, Management, Leadership, Software Development, Requirements Gathering, Process Improvement, Analysis, Software Documentation, Insurance, Recruiting, Strategic Planning, Business Analysis, Quality Assurance, Cross-functional Team..., Budgets, Integration, Project Portfolio..., PMP, Visio, IT Strategy, Business Requirements, Business Intelligence, Business Process
Education
The University of Connecticut 1977 — 1981
Bachelor of Science (BS), Geophysics minor in civil engineeering
United Healthcare May 2010 - Present
The Hartford 2008 - 2009
Hartford Technology Services Company August 2004 - September 2008
DST Output 2002 - 2004
Mass Mutual 2001 - 2002
Travelers 2001 - 2001
Merallis 2000 - 2001
ABB Combustion Engineering 1983 - 2000
Skills
Team Building, Project Planning, SDLC, Vendor Management, Resource Management, Program Management, PMO, Management, Leadership, Software Development, Requirements Gathering, Process Improvement, Analysis, Software Documentation, Insurance, Recruiting, Strategic Planning, Business Analysis, Quality Assurance, Cross-functional Team..., Budgets, Integration, Project Portfolio..., PMP, Visio, IT Strategy, Business Requirements, Business Intelligence, Business Process
Education
The University of Connecticut 1977 — 1981
Bachelor of Science (BS), Geophysics minor in civil engineeering
Ron Gendron's Mass Mutual Experience January 2009 - Present
Job at Mass Mutual
Industry Computer Software
Experience
Mass Mutual January 2009 - Present
Behavioral Health Network April 2008 - June 2010
VCI 1999 - 2008
Education
Springfield Technical Community College
Associate of Science (AS), Computer Science
Mass Mutual January 2009 - Present
Behavioral Health Network April 2008 - June 2010
VCI 1999 - 2008
Education
Springfield Technical Community College
Associate of Science (AS), Computer Science
Michael Begley's Mass Mutual Experience February 1996 - February 2002
Job Agency Vice President at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services February 2014 - Present
OneAmerica Financial Group June 2009 - May 2013
Principal Financial Group February 2006 - May 2009
New England Financial 2002 - 2006
Mass Mutual February 1996 - February 2002
Skills
Retirement Planning, Disability Insurance, Life Insurance, Finance, Long-term Care, Fixed Annuities, Investments, IRAs, Insurance, Term Life Insurance, 401k, FINRA, Strategic Financial..., Public Speaking, Long Term Care Insurance, Training, Series 6, Recruiting, Management, Retirement, Marketing
Education
Westfield State College 1974 — 1976
BS, Criminal Justice
Spring Hill College 1972 — 1974
cathedral high school
Ohio National Financial Services February 2014 - Present
OneAmerica Financial Group June 2009 - May 2013
Principal Financial Group February 2006 - May 2009
New England Financial 2002 - 2006
Mass Mutual February 1996 - February 2002
Skills
Retirement Planning, Disability Insurance, Life Insurance, Finance, Long-term Care, Fixed Annuities, Investments, IRAs, Insurance, Term Life Insurance, 401k, FINRA, Strategic Financial..., Public Speaking, Long Term Care Insurance, Training, Series 6, Recruiting, Management, Retirement, Marketing
Education
Westfield State College 1974 — 1976
BS, Criminal Justice
Spring Hill College 1972 — 1974
cathedral high school
Justin Ladden, AIF®'s Mass Mutual Experience February 2008 - December 2014
Job Financial Advisor at BCR Wealth Strategies
Industry Financial Services
Experience
Berk Cleveland Rathmell Wealth Strategies January 2015 - Present
J. Ladden Financial Services, LLC May 2011 - January 2015
Mass Mutual February 2008 - December 2014
Northwestern Mutual May 2007 - November 2007
Summer Study Programs July 2005 - August 2005
UBS Wealth Management May 2005 - July 2005
Skills
Investments, Retirement Planning, Long-term Care, Portfolio Management, Insurance, Finance
Education
University of Kansas 2003 — 2007
BS, Finance
Berk Cleveland Rathmell Wealth Strategies January 2015 - Present
J. Ladden Financial Services, LLC May 2011 - January 2015
Mass Mutual February 2008 - December 2014
Northwestern Mutual May 2007 - November 2007
Summer Study Programs July 2005 - August 2005
UBS Wealth Management May 2005 - July 2005
Skills
Investments, Retirement Planning, Long-term Care, Portfolio Management, Insurance, Finance
Education
University of Kansas 2003 — 2007
BS, Finance
Nadine Buckley's Mass Mutual Experience 2010 - Present
Job Change Agent at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group September 2013 - Present
Mass Mutual 2010 - Present
Massachusetts Mutual Life Insurance Company 2009 - Present
Massachusetts Mutual Life Insurance Company 2008 - Present
mass mutual 2007 - 2009
Massachusetts Mutual Life Insurance Company 2005 - 2007
Phoenix Life Insurance Company 2003 - 2005
Phoenix Life Insurance Company 1998 - 2003
Phoenix Life Insurance Company 1993 - 1996
Skills
ERISA, Plan Design, Compliance, Insurance, Defined Benefit, Retirement, Employee Benefits, Series 7, Investments, Process Improvement, Six Sigma, Financial Planning, Administration, Retirement Planning, Pensions, Excel
Education
The University of Texas at Arlington - College of Business 2010 — 2011
MBA, Business
MassMutual Financial Group September 2013 - Present
Mass Mutual 2010 - Present
Massachusetts Mutual Life Insurance Company 2009 - Present
Massachusetts Mutual Life Insurance Company 2008 - Present
mass mutual 2007 - 2009
Massachusetts Mutual Life Insurance Company 2005 - 2007
Phoenix Life Insurance Company 2003 - 2005
Phoenix Life Insurance Company 1998 - 2003
Phoenix Life Insurance Company 1993 - 1996
Skills
ERISA, Plan Design, Compliance, Insurance, Defined Benefit, Retirement, Employee Benefits, Series 7, Investments, Process Improvement, Six Sigma, Financial Planning, Administration, Retirement Planning, Pensions, Excel
Education
The University of Texas at Arlington - College of Business 2010 — 2011
MBA, Business
Rose Anne Cato's Mass Mutual Experience October 1987 - September 1992
Job Director of Contracting Services (Faculty Group Practice) at University of Arkansas for Medical Sciences
Industry Insurance
Experience
University of Arkansas for Medical Sciences College of Medicine May 2012 - Present
QualChoice March 2005 - May 2012
HealthScope Benefits November 2004 - March 2005
Health Net Federal Services 1999 - 2004
CIGNA HealthCare January 1994 - July 1999
Career Systems Development Corp October 1992 - November 1993
Mass Mutual October 1987 - September 1992
Montgomery Securities December 1983 - September 1987
Skills
Account Management, Claim, Data Analysis, Employee Benefits, HIPAA, Health Insurance, Healthcare, Health Policy, Healthcare Management, Insurance, Managed Care, Management, Medicaid, Healthcare Information..., Program Management, Process Improvement, Medicare, Provider Relations, Strategic Planning, SDLC
Education
University of California, Santa Barbara 1978 — 1983
Bachelor of Arts, Psychology & Sociology
University of Arkansas for Medical Sciences College of Medicine May 2012 - Present
QualChoice March 2005 - May 2012
HealthScope Benefits November 2004 - March 2005
Health Net Federal Services 1999 - 2004
CIGNA HealthCare January 1994 - July 1999
Career Systems Development Corp October 1992 - November 1993
Mass Mutual October 1987 - September 1992
Montgomery Securities December 1983 - September 1987
Skills
Account Management, Claim, Data Analysis, Employee Benefits, HIPAA, Health Insurance, Healthcare, Health Policy, Healthcare Management, Insurance, Managed Care, Management, Medicaid, Healthcare Information..., Program Management, Process Improvement, Medicare, Provider Relations, Strategic Planning, SDLC
Education
University of California, Santa Barbara 1978 — 1983
Bachelor of Arts, Psychology & Sociology
Arlene Filkoff's Mass Mutual Experience 2000 - 2004
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
Self employeed 2004 - 2015
Self employeed 2004 - 2015
Mass Mutual 2000 - 2004
Aetna 1980 - 1997
Skills
Insurance, Business Analysis, Project Management, Event Planning, SDLC, Risk Management, Project Portfolio..., Public Speaking, Team Building, Leadership, Requirements Gathering, Budgets, Program Management, IT Strategy, Nonprofits, Microsoft Office, Enterprise Architecture
Education
University of Alabama 1965 — 1969
Self employeed 2004 - 2015
Self employeed 2004 - 2015
Mass Mutual 2000 - 2004
Aetna 1980 - 1997
Skills
Insurance, Business Analysis, Project Management, Event Planning, SDLC, Risk Management, Project Portfolio..., Public Speaking, Team Building, Leadership, Requirements Gathering, Budgets, Program Management, IT Strategy, Nonprofits, Microsoft Office, Enterprise Architecture
Education
University of Alabama 1965 — 1969
James Hamilton, CFS, AIF's Mass Mutual Experience January 1994 - January 2007
Job Partner, Portfolio Advisory Council, LLC
Industry Financial Services
Experience
Portfolio Advisory Council, LLC January 1997 - Present
Mass Mutual January 1994 - January 2007
Skills
Life Insurance, Strategic Financial..., Retirement Planning, Insurance, Series 7, Disability Insurance, Investments, 401k, Sales Management, Retirement, Leadership, Financial Planners, Employee Benefits, Sales, Term Life Insurance, Long Term Care Insurance, Health Insurance, Retirement Plan..., Underwriting, Small Business, Asset Allocation, Fixed Annuities, Whole Life, Executive Management, Long-term Care, Pensions, Financial Planning, Financial Services
Education
Stephen F. Austin State University 1975 — 1977
BS in Education, Health & Physical Education
Temple Junior College 1973 — 1975
Associate's Degree, Health & Physical Education
Portfolio Advisory Council, LLC January 1997 - Present
Mass Mutual January 1994 - January 2007
Skills
Life Insurance, Strategic Financial..., Retirement Planning, Insurance, Series 7, Disability Insurance, Investments, 401k, Sales Management, Retirement, Leadership, Financial Planners, Employee Benefits, Sales, Term Life Insurance, Long Term Care Insurance, Health Insurance, Retirement Plan..., Underwriting, Small Business, Asset Allocation, Fixed Annuities, Whole Life, Executive Management, Long-term Care, Pensions, Financial Planning, Financial Services
Education
Stephen F. Austin State University 1975 — 1977
BS in Education, Health & Physical Education
Temple Junior College 1973 — 1975
Associate's Degree, Health & Physical Education
Ralph Sherman's Mass Mutual Experience March 1996 - July 1999
Job Sr Manager at IPD
Industry Computer Software
Experience
Image Process Design (IPD) October 2005 - Present
Hartford Life June 2004 - October 2005
Image Process Design (IPD) March 2000 - June 2004
Sunlife Financial July 1999 - March 2000
Mass Mutual March 1996 - July 1999
Connecticut Mutual October 1981 - March 1996
Skills
FileNet, ECM, Content Management, Business Management, Senior Project Manager, Enterprise Content..., Software Development, Agile Methodologies, Business Process Design, Management, Enterprise Software, Program Management, IT Management, Microsoft SQL Server, XML, Data Center, Integration, Project Management, Business Process, Professional Services, Web Applications, CRM, .NET, Web Services, Software Project..., SDLC, Document Management, SOA, Business Process...
Education
Southern Connecticut State University 1969 — 1973
BS, Biology
Rockville High School
Image Process Design (IPD) October 2005 - Present
Hartford Life June 2004 - October 2005
Image Process Design (IPD) March 2000 - June 2004
Sunlife Financial July 1999 - March 2000
Mass Mutual March 1996 - July 1999
Connecticut Mutual October 1981 - March 1996
Skills
FileNet, ECM, Content Management, Business Management, Senior Project Manager, Enterprise Content..., Software Development, Agile Methodologies, Business Process Design, Management, Enterprise Software, Program Management, IT Management, Microsoft SQL Server, XML, Data Center, Integration, Project Management, Business Process, Professional Services, Web Applications, CRM, .NET, Web Services, Software Project..., SDLC, Document Management, SOA, Business Process...
Education
Southern Connecticut State University 1969 — 1973
BS, Biology
Rockville High School
Adan Valdez's Mass Mutual Experience April 2008 - Present
Job Financial Services Professional at MassMutual
Industry Financial Services
Experience
Mass Mutual April 2008 - Present
Education
University of California, Riverside 2004 — 2008
Bachelor of Science, Business Administration
Mass Mutual April 2008 - Present
Education
University of California, Riverside 2004 — 2008
Bachelor of Science, Business Administration
Christina Casiello's Mass Mutual Experience June 2001 - Present
Job Director, Medical/Vocational Svcs at Mass Mutual
Industry Insurance
Experience
Mass Mutual June 2001 - Present
Education
Springfield College 1985 — 1991
Mass Mutual June 2001 - Present
Education
Springfield College 1985 — 1991
Peter Mikhail's Mass Mutual Experience 2007 - 2008
Job VP Business Development at TreadHunter
Industry Information Technology and Services
Experience
TreadHunter January 2015 - Present
ADP TotalSource October 2009 - December 2014
Private Client Group LLC August 2008 - January 2010
BNI (Business Network International) Lakeshore Business Professionals 2008 - 2009
Mass Mutual 2007 - 2008
Assent LLC April 2002 - November 2007
Hold Brothers On-line Investment Services, LLC 2004 - 2007
Optimum Lightpath 2001 - 2002
Enkido 1999 - 2001
Scarlet Knotes 1996 - 1998
Skills
Series 7, Investments, Trading, Risk Management, Account Management, PEO, Business Development, Securities, Negotiation, 401k, Proprietary Trading, Series 63, Cold Calling, Sales, Employee Benefits, Financial Services, Analysis, Insurance, Payroll, Personnel Management, Salesforce.com, Outsourcing, Marketing Strategy, Sales Presentations, Sales Process, Retirement, Leadership, Workers Compensation, Networking, Employee Relations, Performance Management, CRM, ADP Payroll, Time, SaaS, HRO, Time & Attendance, Customer Retention, Management, Relationship Building, Team Building, Sales Management, New Business Development, Consulting, Solution Selling, Direct Sales, Strategic Planning, B2B, Strategic Partnerships
Education
Rutgers University-New Brunswick 1993 — 1998
BS, Environmental & Business Economics
TreadHunter January 2015 - Present
ADP TotalSource October 2009 - December 2014
Private Client Group LLC August 2008 - January 2010
BNI (Business Network International) Lakeshore Business Professionals 2008 - 2009
Mass Mutual 2007 - 2008
Assent LLC April 2002 - November 2007
Hold Brothers On-line Investment Services, LLC 2004 - 2007
Optimum Lightpath 2001 - 2002
Enkido 1999 - 2001
Scarlet Knotes 1996 - 1998
Skills
Series 7, Investments, Trading, Risk Management, Account Management, PEO, Business Development, Securities, Negotiation, 401k, Proprietary Trading, Series 63, Cold Calling, Sales, Employee Benefits, Financial Services, Analysis, Insurance, Payroll, Personnel Management, Salesforce.com, Outsourcing, Marketing Strategy, Sales Presentations, Sales Process, Retirement, Leadership, Workers Compensation, Networking, Employee Relations, Performance Management, CRM, ADP Payroll, Time, SaaS, HRO, Time & Attendance, Customer Retention, Management, Relationship Building, Team Building, Sales Management, New Business Development, Consulting, Solution Selling, Direct Sales, Strategic Planning, B2B, Strategic Partnerships
Education
Rutgers University-New Brunswick 1993 — 1998
BS, Environmental & Business Economics
Kelly Foresman's Mass Mutual Experience May 1998 - February 2002
Job Packaging Director.
Industry Packaging and Containers
Experience
Gulf Atlantic Packaging "GAPCO" April 2014 - Present
Gulf Packaging 2002 - Present
Mass Mutual May 1998 - February 2002
Skills
Strategic Planning, New Business Development, Account Management, Business, Key Account Development, Key Account Management, Packaging Machinery, Materials Management, packaging materials, stretch film, steel and plastic..., tape, Continuous Improvement, Customer Service, Food Packaging, Negotiation, Packaging, Product Development, Purchasing, Sales Management, Stretch Film, Team Building, Tape, B2B
Education
Sam Houston State University 1993 — 1997
Humble High 1988 — 1991
Gulf Atlantic Packaging "GAPCO" April 2014 - Present
Gulf Packaging 2002 - Present
Mass Mutual May 1998 - February 2002
Skills
Strategic Planning, New Business Development, Account Management, Business, Key Account Development, Key Account Management, Packaging Machinery, Materials Management, packaging materials, stretch film, steel and plastic..., tape, Continuous Improvement, Customer Service, Food Packaging, Negotiation, Packaging, Product Development, Purchasing, Sales Management, Stretch Film, Team Building, Tape, B2B
Education
Sam Houston State University 1993 — 1997
Humble High 1988 — 1991
William Goode's Mass Mutual Experience May 2010 - January 2012
Job CEO at Equity Film Group, LLC
Industry Financial Services
Experience
Equity Film Group, LLC July 2012 - Present
WLG Consulting, LLC December 2011 - Present
Mass Mutual May 2010 - January 2012
Laidlaw and Company Ltd March 2006 - March 2009
Max International Broker Dealer 2009 - 2009
Skills
Series 7, Series 63, Life Accident & Health..., Wealth Management, Wealth Accumulation, Wealth Preservation, Financial Markets, Portfolio Management, Retirement Planning, Retirement Income..., Estate Planning, Retirement Plan..., Film Finance, Film Production, Alternative Investments, Wealth Management..., Strategic Financial..., Small Business, Retirement, Entrepreneurship, Due Diligence
Education
San Diego State University-California State University 1998 — 2000
B.S., Poli Sci/History
Farmingdale High School 1990 — 1994
Equity Film Group, LLC July 2012 - Present
WLG Consulting, LLC December 2011 - Present
Mass Mutual May 2010 - January 2012
Laidlaw and Company Ltd March 2006 - March 2009
Max International Broker Dealer 2009 - 2009
Skills
Series 7, Series 63, Life Accident & Health..., Wealth Management, Wealth Accumulation, Wealth Preservation, Financial Markets, Portfolio Management, Retirement Planning, Retirement Income..., Estate Planning, Retirement Plan..., Film Finance, Film Production, Alternative Investments, Wealth Management..., Strategic Financial..., Small Business, Retirement, Entrepreneurship, Due Diligence
Education
San Diego State University-California State University 1998 — 2000
B.S., Poli Sci/History
Farmingdale High School 1990 — 1994
Timothy Coomer's Mass Mutual Experience Facility Manager & Asst. Manager EnvironmentalAisin U.S.A. Mfg., Inc.May 2000 - October 2007
Job Financial Advisor at Mass Mutual
Industry Financial Services
Experience
Mass Mutual Facility Manager & Asst. Manager EnvironmentalAisin U.S.A. Mfg., Inc.May 2000 - October 2007
Education
University of Alabama in Huntsville 1993 — 1996
MS, Engineering
University of Evansville 1979 — 1984
BS, Mechanical Engineering
Mass Mutual Facility Manager & Asst. Manager EnvironmentalAisin U.S.A. Mfg., Inc.May 2000 - October 2007
Education
University of Alabama in Huntsville 1993 — 1996
MS, Engineering
University of Evansville 1979 — 1984
BS, Mechanical Engineering
Larry P Donahe's Mass Mutual Experience February 1999 - December 1999
Job Owner/Maker Donahe Split Cane Rods
Industry Sporting Goods
Experience
Donahe Split Cane Rods October 2005 - Present
Thrivent Financial for Lutherans November 2009 - January 2013
7 Bears Custom Woodworking Co. June 2002 - September 2005
Lutheran Brotherhood February 2000 - May 2002
Mass Mutual February 1999 - December 1999
Northwestern Mutual July 1998 - November 1998
Lutheran Brotherhood February 1990 - August 1997
Skills
Bamboo, Woodworking, Strategic Financial..., Management, Leadership, Time Management, Public Relations, Fishing, Data Analysis
Education
Santa Clara University 1985 — 1989
BS, Economics
West Linn High School
Donahe Split Cane Rods October 2005 - Present
Thrivent Financial for Lutherans November 2009 - January 2013
7 Bears Custom Woodworking Co. June 2002 - September 2005
Lutheran Brotherhood February 2000 - May 2002
Mass Mutual February 1999 - December 1999
Northwestern Mutual July 1998 - November 1998
Lutheran Brotherhood February 1990 - August 1997
Skills
Bamboo, Woodworking, Strategic Financial..., Management, Leadership, Time Management, Public Relations, Fishing, Data Analysis
Education
Santa Clara University 1985 — 1989
BS, Economics
West Linn High School
William Zoffinger , CFBS ,'s Mass Mutual Experience November 2011 - Present
Job Certified Family Business Specialist at Mass Mutual
Industry Financial Services
Experience
Mass Mutual November 2011 - Present
MassMutual May 2008 - Present
MassMutual Financial Group February 2011 - February 2013
Zoffinger Properties January 2006 - May 2008
Ameriquest Mortgage March 2003 - September 2005
MBCF 2004 - 2005
Skills
Tax, Wealth, Employee Benefits, Retirement, Long-term Care, Retirement Planning, Fixed Annuities, Financial Planners, 401k, Mortgage Lending, Financial Advisory, Pensions, Disability Insurance, Life Insurance, IRAs, Term Life Insurance, Finance, Estate Planning, Securities, Insurance, Series 6, Long Term Care Insurance, Mutual Funds, Strategic Financial..., Financial Planning
Education
The American College 2011 — 2011
CFBS, Financial Services
Barry University 1999 — 2003
Bachelor's degree, Business
Christopher Columbus High School 1996 — 1999
Mass Mutual November 2011 - Present
MassMutual May 2008 - Present
MassMutual Financial Group February 2011 - February 2013
Zoffinger Properties January 2006 - May 2008
Ameriquest Mortgage March 2003 - September 2005
MBCF 2004 - 2005
Skills
Tax, Wealth, Employee Benefits, Retirement, Long-term Care, Retirement Planning, Fixed Annuities, Financial Planners, 401k, Mortgage Lending, Financial Advisory, Pensions, Disability Insurance, Life Insurance, IRAs, Term Life Insurance, Finance, Estate Planning, Securities, Insurance, Series 6, Long Term Care Insurance, Mutual Funds, Strategic Financial..., Financial Planning
Education
The American College 2011 — 2011
CFBS, Financial Services
Barry University 1999 — 2003
Bachelor's degree, Business
Christopher Columbus High School 1996 — 1999
Cornelius Glover's Mass Mutual Experience March 2006 - January 2008
Job Agent at Allstate
Industry Insurance
Experience
Allstate July 2013 - Present
Coca Cola Enterprises January 2008 - May 2013
Coca-Cola Enterprises May 2008 - 2013
Mass Mutual March 2006 - January 2008
Brown & Williamson June 2000 - December 2005
Love Box Company 1996 - 1999
Skills
Sales Operations, Selling
Education
Tabor College 1992 — 1996
Bachelors of Science, Business Administration
Derby High School 1989 — 1992
Diploma, Business Administration and Management, General
Allstate July 2013 - Present
Coca Cola Enterprises January 2008 - May 2013
Coca-Cola Enterprises May 2008 - 2013
Mass Mutual March 2006 - January 2008
Brown & Williamson June 2000 - December 2005
Love Box Company 1996 - 1999
Skills
Sales Operations, Selling
Education
Tabor College 1992 — 1996
Bachelors of Science, Business Administration
Derby High School 1989 — 1992
Diploma, Business Administration and Management, General
David Stockard's Mass Mutual Experience August 1995 - December 1999
Job Chief Investment Officer at Heartland Capital Advisors LC
Industry Investment Management
Experience
Heartland Capital Advisors LC January 2008 - Present
Heartland Capital Advisors LC January 2008 - Present
Heartland Capital Advisors LC January 1998 - December 2007
Mass Mutual August 1995 - December 1999
Hallmark Cards January 1993 - July 1995
Hallmark Cards March 1988 - January 1993
Hallmark Cards February 1985 - March 1988
Education
Rockhurst University 1983 — 1986
MBA, Business Adminstation
William Jewell College 1975 — 1979
BS, Business Administation
Heartland Capital Advisors LC January 2008 - Present
Heartland Capital Advisors LC January 2008 - Present
Heartland Capital Advisors LC January 1998 - December 2007
Mass Mutual August 1995 - December 1999
Hallmark Cards January 1993 - July 1995
Hallmark Cards March 1988 - January 1993
Hallmark Cards February 1985 - March 1988
Education
Rockhurst University 1983 — 1986
MBA, Business Adminstation
William Jewell College 1975 — 1979
BS, Business Administation
David Harnicher's Mass Mutual Experience January 2000 - November 2001
Job Managing Director, New Business Initiatives at Childrens Miracle Network
Industry Nonprofit Organization Management
Experience
Childen's Miracle Network 2008 - Present
Children's Miracle Network January 2007 - Present
Mass Mutual January 2000 - November 2001
Unum July 1999 - December 1999
Provident Insurance Companies January 1997 - June 1999
Paul Revere Insurance Companies September 1991 - December 1996
Real Estate Development - Houston May 1981 - August 1991
Education
The Ohio State University Fisher College of Business 1978 — 1979
Masters, Real Estate
The Ohio State University Fisher College of Business 1976 — 1977
MBA, Finance
The Ohio State University Fisher College of Business 1971 — 1975
Bachelors of Science, Marketing
Childen's Miracle Network 2008 - Present
Children's Miracle Network January 2007 - Present
Mass Mutual January 2000 - November 2001
Unum July 1999 - December 1999
Provident Insurance Companies January 1997 - June 1999
Paul Revere Insurance Companies September 1991 - December 1996
Real Estate Development - Houston May 1981 - August 1991
Education
The Ohio State University Fisher College of Business 1978 — 1979
Masters, Real Estate
The Ohio State University Fisher College of Business 1976 — 1977
MBA, Finance
The Ohio State University Fisher College of Business 1971 — 1975
Bachelors of Science, Marketing
Allison Wiegersma's Mass Mutual Experience 1998 - 2000
Job Life Brokerage Internal Wholesaler, Risk Products Distribution at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America October 2012 - Present
Gentry Partners, Ltd. July 2003 - September 2012
Gentry Partners, Ltd. May 2006 - October 2007
John Hancock Life Insurance Company (U.S.A.) 2000 - 2003
Mass Mutual 1998 - 2000
Skills
Strategic Financial..., Securities, Customer Service, Strategic Planning, Investments, Analysis, Risk Management, Wealth, Wealth Management..., Sales Management, Financial Planning, Retirement, Insurance, Life Insurance, Long-term Care, Fixed Annuities, Investment Advisory, Financial Services, Retirement Planning, Alternative Investments, Disability Insurance, Portfolio Management, Series 63
Education
The University of Connecticut 1994 — 1998
BA, International Relations & Spanish
The Guardian Life Insurance Company of America October 2012 - Present
Gentry Partners, Ltd. July 2003 - September 2012
Gentry Partners, Ltd. May 2006 - October 2007
John Hancock Life Insurance Company (U.S.A.) 2000 - 2003
Mass Mutual 1998 - 2000
Skills
Strategic Financial..., Securities, Customer Service, Strategic Planning, Investments, Analysis, Risk Management, Wealth, Wealth Management..., Sales Management, Financial Planning, Retirement, Insurance, Life Insurance, Long-term Care, Fixed Annuities, Investment Advisory, Financial Services, Retirement Planning, Alternative Investments, Disability Insurance, Portfolio Management, Series 63
Education
The University of Connecticut 1994 — 1998
BA, International Relations & Spanish
NICHOLAS J. MESSINA's Mass Mutual Experience 1997 - 1999
Job Client Relationship Director at Financial Network Associates
Industry Financial Services
Experience
Financial Network Associates Financial AdvisorSunTrust Investment Services2008 - 2009
Ameriprise Financial Services, Inc. 2007 - 2007
EDWARD JONES 2004 - 2006
Securian Financial Group December 1999 - June 2004
MASS MUTUAL 1997 - 1999
Skills
Series 7, Financial Services
Education
Temple University
Financial Network Associates Financial AdvisorSunTrust Investment Services2008 - 2009
Ameriprise Financial Services, Inc. 2007 - 2007
EDWARD JONES 2004 - 2006
Securian Financial Group December 1999 - June 2004
MASS MUTUAL 1997 - 1999
Skills
Series 7, Financial Services
Education
Temple University
Audrey Zaccaro's Mass Mutual Experience July 2011 - May 2012
Job Director, Adminstration Post Issue/Life & Annuity at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group December 2012 - Present
MassMutual Financial Group May 2012 - Present
Mass Mutual July 2011 - May 2012
Royal Bank of Scotland / Citizens Bank February 2011 - June 2011
SQA - Client MassMutual USIG January 2009 - July 2010
MassMutual Financial Group 2009 - 2010
The Hartford - Hartford Life Limited International August 2004 - 2008
The Hartford 2004 - 2008
Aetna January 2002 - December 2003
Cigna October 1999 - January 2002
Skills
SDLC, Testing, Quality Center, Business Analysis, Process Improvement, Change Management, Program Management, Mentoring, Insurance, Business Intelligence, Process Engineering, Quality Assurance, Documentation, Vendor Management, Agile, Strategic Planning, Team Building, RUP, Application Development, Team Leadership, Integration, User Acceptance Testing, Business Requirements, Microsoft Office, Negotiation, Budgeting, Problem Solving, PMO, Coaching, Requirements Gathering, People Management, Continuous Improvement, Risk Management, Software Project..., Management, Resource Management, Project Portfolio..., Business Process..., Requirements Analysis, Test Management, Strategy, Visio, Waterfall, Business Process, MS Project, Project Management, HP Quality Center
Education
Southern Connecticut State University
B.S., Business & Economics
MassMutual Financial Group December 2012 - Present
MassMutual Financial Group May 2012 - Present
Mass Mutual July 2011 - May 2012
Royal Bank of Scotland / Citizens Bank February 2011 - June 2011
SQA - Client MassMutual USIG January 2009 - July 2010
MassMutual Financial Group 2009 - 2010
The Hartford - Hartford Life Limited International August 2004 - 2008
The Hartford 2004 - 2008
Aetna January 2002 - December 2003
Cigna October 1999 - January 2002
Skills
SDLC, Testing, Quality Center, Business Analysis, Process Improvement, Change Management, Program Management, Mentoring, Insurance, Business Intelligence, Process Engineering, Quality Assurance, Documentation, Vendor Management, Agile, Strategic Planning, Team Building, RUP, Application Development, Team Leadership, Integration, User Acceptance Testing, Business Requirements, Microsoft Office, Negotiation, Budgeting, Problem Solving, PMO, Coaching, Requirements Gathering, People Management, Continuous Improvement, Risk Management, Software Project..., Management, Resource Management, Project Portfolio..., Business Process..., Requirements Analysis, Test Management, Strategy, Visio, Waterfall, Business Process, MS Project, Project Management, HP Quality Center
Education
Southern Connecticut State University
B.S., Business & Economics
Tracy Jacot's Mass Mutual Experience 2001 - 2002
Job Senior Business Consultant at Voya Financial
Industry Information Technology and Services
Experience
Voya Financial May 2015 - Present
TEKsystems 2011 - 2012
ING July 2010 - December 2010
Lincoln Financial Group August 2009 - December 2009
Lincoln Financial Group April 2008 - March 2009
ING August 2004 - April 2008
John Hancock formerly Manulife 2003 - 2004
Lincoln Nation Life Insurance 2002 - 2002
Mass Mutual 2001 - 2002
ALLMERICA Financial 2000 - 2001
Skills
SQL, Annuities, Conversions, SDLC, Insurance, Testing, Data Warehousing, Business Analysis, Fileaid, Requirements Analysis, TSO, Test Planning, Mainframe, User Acceptance Testing, Requirements Gathering, Test Director, Business Requirements, Quality Center, Production Support, Visio, Functional...
Education
State University of New York College at Potsdam 1980 — 1984
BA, Mathematics, Pottery
Voya Financial May 2015 - Present
TEKsystems 2011 - 2012
ING July 2010 - December 2010
Lincoln Financial Group August 2009 - December 2009
Lincoln Financial Group April 2008 - March 2009
ING August 2004 - April 2008
John Hancock formerly Manulife 2003 - 2004
Lincoln Nation Life Insurance 2002 - 2002
Mass Mutual 2001 - 2002
ALLMERICA Financial 2000 - 2001
Skills
SQL, Annuities, Conversions, SDLC, Insurance, Testing, Data Warehousing, Business Analysis, Fileaid, Requirements Analysis, TSO, Test Planning, Mainframe, User Acceptance Testing, Requirements Gathering, Test Director, Business Requirements, Quality Center, Production Support, Visio, Functional...
Education
State University of New York College at Potsdam 1980 — 1984
BA, Mathematics, Pottery
Joe Aiello's Mass Mutual Experience July 2011 - July 2012
Job Senior Account Executive at Glassdoor
Industry Online Media
Experience
Glassdoor March 2014 - Present
Indeed.com July 2012 - February 2014
Mass Mutual July 2011 - July 2012
Liquid Agency September 2010 - January 2011
McCann Erickson / MRM Worldwide June 2010 - August 2010
Spartan Advertising Club February 2010 - June 2010
Skills
Interviews, Recruiting, Account Management, Management, Cold Calling, Sales, Online Advertising, Sales Operations, Online Marketing, Networking, Customer Satisfaction, Analytics, Analysis, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Technical Recruiting, College Recruiting, Sourcing, Temporary Placement, Onboarding, Recruitment Advertising
Education
San Jose State University
BA, Sociology minor Advertising
Glassdoor March 2014 - Present
Indeed.com July 2012 - February 2014
Mass Mutual July 2011 - July 2012
Liquid Agency September 2010 - January 2011
McCann Erickson / MRM Worldwide June 2010 - August 2010
Spartan Advertising Club February 2010 - June 2010
Skills
Interviews, Recruiting, Account Management, Management, Cold Calling, Sales, Online Advertising, Sales Operations, Online Marketing, Networking, Customer Satisfaction, Analytics, Analysis, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Technical Recruiting, College Recruiting, Sourcing, Temporary Placement, Onboarding, Recruitment Advertising
Education
San Jose State University
BA, Sociology minor Advertising
Pamela Finkel's Mass Mutual Experience October 2009 - June 2011
Job Insurance Agent at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2009 - Present
Mass Mutual October 2009 - June 2011
Morgan Stanley 2006 - 2008
Nichols Research Corporation 1991 - 1996
Skills
Estate Planning, Wealth
Education
University of California, Los Angeles 1979 — 1983
BA, English
NYU, Western Washington University
MassMutual Financial Group October 2009 - Present
Mass Mutual October 2009 - June 2011
Morgan Stanley 2006 - 2008
Nichols Research Corporation 1991 - 1996
Skills
Estate Planning, Wealth
Education
University of California, Los Angeles 1979 — 1983
BA, English
NYU, Western Washington University
Bob Sonken's Mass Mutual Experience January 2000 - June 2003
Job Senior Vice President at Capitol Benefits
Industry Insurance
Experience
Capitol Benefits September 2005 - Present
Mass Mutual January 2000 - June 2003
BMC Communications June 1996 - June 2000
Skills
Disability Insurance, Insurance, Health Insurance, Employee Benefits, Sales, Liability
Education
State University of New York College at Brockport
Political Science and Government
Capitol Benefits September 2005 - Present
Mass Mutual January 2000 - June 2003
BMC Communications June 1996 - June 2000
Skills
Disability Insurance, Insurance, Health Insurance, Employee Benefits, Sales, Liability
Education
State University of New York College at Brockport
Political Science and Government
Jeff Backofen's Mass Mutual Experience April 2008 - May 2013
Job Regional Chief Underwriter at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group June 2013 - Present
Mass Mutual April 2008 - May 2013
Phoenix life 1994 - 2008
Skills
Underwriting, Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Risk Management, Management, Retirement Planning, Term Life Insurance, Retirement, Long-term Care, Relationship Management, Health Insurance, Brokers
Education
University of Connecticut 1977 — 1981
BS, Education
Principal Financial Group June 2013 - Present
Mass Mutual April 2008 - May 2013
Phoenix life 1994 - 2008
Skills
Underwriting, Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Risk Management, Management, Retirement Planning, Term Life Insurance, Retirement, Long-term Care, Relationship Management, Health Insurance, Brokers
Education
University of Connecticut 1977 — 1981
BS, Education
Heather Wolfe's Mass Mutual Experience 2007 - 2010
Job
Industry Investment Management
Experience
Prudential Financial 2010 - 2011
Mass Mutual 2007 - 2010
American Skandia 2001 - 2003
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Fixed Annuities, Investments, Series 63, Securities, Wealth Management, 401k, Retirement, Financial Analysis, Series 7
Education
The University of Texas at Arlington
Business, Psychology
Prudential Financial 2010 - 2011
Mass Mutual 2007 - 2010
American Skandia 2001 - 2003
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Fixed Annuities, Investments, Series 63, Securities, Wealth Management, 401k, Retirement, Financial Analysis, Series 7
Education
The University of Texas at Arlington
Business, Psychology
Amanda Dale's Mass Mutual Experience September 2008 - October 2009
Job Librarian and Webmaster at Goodwin College
Industry Higher Education
Experience
Goodwin College February 2012 - Present
University of Massachusetts Amherst October 2009 - February 2012
Mass Mutual September 2008 - October 2009
Brighton Place Community Resource Center September 2007 - December 2007
University at Buffalo August 2006 - December 2007
Supreme Dental Laboratories August 1997 - December 2007
Amherst Main Library April 2004 - October 2007
Skills
Research, Teaching, Purchasing, Information Literacy, Library, Libraries, Editing, Library Science, Cataloging, Reference Services, Library Instruction, Customer Service, Writing, Collection Development, Library Automation, Library Management, Higher Education, Social Media, Microsoft Office, Information Retrieval, Circulation, Academic Libraries, Electronic Resources, Virtual Reference, Word, HTML, Online Research, Information Management, Knowledge Management, Database Management, PowerPoint, Social Networking, Outlook, Web 2.0, Web Design, Content Management, Distance Learning, Non-profits, Blogging, Books
Education
State University of New York College at Buffalo 2006 — 2007
Bachelor of Science, Education
State University of New York at Buffalo 2001 — 2005
Master of Science, Library Science
Goodwin College February 2012 - Present
University of Massachusetts Amherst October 2009 - February 2012
Mass Mutual September 2008 - October 2009
Brighton Place Community Resource Center September 2007 - December 2007
University at Buffalo August 2006 - December 2007
Supreme Dental Laboratories August 1997 - December 2007
Amherst Main Library April 2004 - October 2007
Skills
Research, Teaching, Purchasing, Information Literacy, Library, Libraries, Editing, Library Science, Cataloging, Reference Services, Library Instruction, Customer Service, Writing, Collection Development, Library Automation, Library Management, Higher Education, Social Media, Microsoft Office, Information Retrieval, Circulation, Academic Libraries, Electronic Resources, Virtual Reference, Word, HTML, Online Research, Information Management, Knowledge Management, Database Management, PowerPoint, Social Networking, Outlook, Web 2.0, Web Design, Content Management, Distance Learning, Non-profits, Blogging, Books
Education
State University of New York College at Buffalo 2006 — 2007
Bachelor of Science, Education
State University of New York at Buffalo 2001 — 2005
Master of Science, Library Science
Brad Runge's Mass Mutual Experience 1996 - 2002
Job Division Client Administrator at EmCare
Industry Hospital & Health Care
Experience
EmCare February 2015 - Present
J. Bradford Runge November 2012 - February 2015
Alight Pediatric Therapy Clinic January 2008 - September 2012
TRG Interests Inc. 2002 - 2007
Mass Mutual 1996 - 2002
Skills
Strategic Planning, Business Strategy, Financial Modeling, Financial Analysis, Financial Reporting, Regulatory Compliance, Forecasting, General Ledger, Accounting, Auditing, Back Office Operations, Investor Relations, P&L, Process Improvement, Business Intelligence, Compliance, Training, Analysis, Recruiting, Human Resources, Team Building, Business Process..., Contract Negotiation, Strategy, Finance, Risk Management, Back Office, Income Statement, Leadership, Sales Operations, New Business Development, Negotiation, Budgets, Management, Executive Management, Banking, Start-ups, Sales, Insurance, Investments, Portfolio Management, Project Planning, Project Management, Operations Management, Business Development, Entrepreneurship, Marketing, Sales Management, Mergers & Acquisitions, Competitive Analysis
Education
Texas Tech University 1995 — 1996
Bachelor of Business Administration (B.B.A. - Hons)
Texas Christian University - M.J. Neeley School of Business 1992 — 1995
Accounting and Finance
EmCare February 2015 - Present
J. Bradford Runge November 2012 - February 2015
Alight Pediatric Therapy Clinic January 2008 - September 2012
TRG Interests Inc. 2002 - 2007
Mass Mutual 1996 - 2002
Skills
Strategic Planning, Business Strategy, Financial Modeling, Financial Analysis, Financial Reporting, Regulatory Compliance, Forecasting, General Ledger, Accounting, Auditing, Back Office Operations, Investor Relations, P&L, Process Improvement, Business Intelligence, Compliance, Training, Analysis, Recruiting, Human Resources, Team Building, Business Process..., Contract Negotiation, Strategy, Finance, Risk Management, Back Office, Income Statement, Leadership, Sales Operations, New Business Development, Negotiation, Budgets, Management, Executive Management, Banking, Start-ups, Sales, Insurance, Investments, Portfolio Management, Project Planning, Project Management, Operations Management, Business Development, Entrepreneurship, Marketing, Sales Management, Mergers & Acquisitions, Competitive Analysis
Education
Texas Tech University 1995 — 1996
Bachelor of Business Administration (B.B.A. - Hons)
Texas Christian University - M.J. Neeley School of Business 1992 — 1995
Accounting and Finance
Angela Kershner's Mass Mutual Experience November 2007 - May 2008
Job Financial Services
Industry Financial Services
Experience
Sunbelt Securities May 2004 - Present
J Jill November 2008 - May 2009
Mass Mutual November 2007 - May 2008
Sunbelt Securities August 2002 - November 2003
Oxford Financial Group September 1997 - November 2001
TradeStar Investments, Inc July 1995 - August 1997
GBM International, Inc February 1994 - July 1995
Compass Brokerage Services July 1992 - February 1994
Merrill Lynch, Pierce, Fenner and Smith February 1989 - July 1992
Education
Stephen F. Austin State University
Finance
Stephen F. Austin State University
Sunbelt Securities May 2004 - Present
J Jill November 2008 - May 2009
Mass Mutual November 2007 - May 2008
Sunbelt Securities August 2002 - November 2003
Oxford Financial Group September 1997 - November 2001
TradeStar Investments, Inc July 1995 - August 1997
GBM International, Inc February 1994 - July 1995
Compass Brokerage Services July 1992 - February 1994
Merrill Lynch, Pierce, Fenner and Smith February 1989 - July 1992
Education
Stephen F. Austin State University
Finance
Stephen F. Austin State University
John Dinglasan's Mass Mutual Experience 2010 - 2012
Job Registered Nurse at Beverly Hospital
Industry Hospital & Health Care
Experience
Beverly Hospital July 2015 - Present
Mass Mutual 2010 - 2012
Education
West Coast University 2012 — 2015
Bachelor’s Degree, Registered Nursing/Registered Nurse
University of California, Irvine
Bachelors, International Studies, Business, Education
Beverly Hospital July 2015 - Present
Mass Mutual 2010 - 2012
Education
West Coast University 2012 — 2015
Bachelor’s Degree, Registered Nursing/Registered Nurse
University of California, Irvine
Bachelors, International Studies, Business, Education
William (Bill) Lokey's Mass Mutual Experience 2003 - 2004
Job Director of Operations at Culpepper Lumber Company
Industry Building Materials
Experience
Culpepper Lumber Company September 2013 - Present
Southern Power Sales April 2011 - September 2013
Culpepper Lumber Company August 2003 - November 2011
Mass Mutual 2003 - 2004
How2 Manufacturing 1997 - 2002
AJC 1999 - 2001
Skills
Purchasing, Strategic Planning, New Business Development, Energy, Budgets, Operations Management, Procurement, Microsoft Excel, Customer Service, Pricing, Inventory Management, Business Planning, Financial Analysis, Contract Management, Contract Negotiation, Sales, Engineering, Project Management
Education
The University of Georgia 1997 — 2002
Thomson High School
Culpepper Lumber Company September 2013 - Present
Southern Power Sales April 2011 - September 2013
Culpepper Lumber Company August 2003 - November 2011
Mass Mutual 2003 - 2004
How2 Manufacturing 1997 - 2002
AJC 1999 - 2001
Skills
Purchasing, Strategic Planning, New Business Development, Energy, Budgets, Operations Management, Procurement, Microsoft Excel, Customer Service, Pricing, Inventory Management, Business Planning, Financial Analysis, Contract Management, Contract Negotiation, Sales, Engineering, Project Management
Education
The University of Georgia 1997 — 2002
Thomson High School
Paul Dulworth's Mass Mutual Experience June 2003 - December 2005
Job Purchasing IQ Auto Buyers
Industry Automotive
Experience
IQ Auto Buyers December 2012 - Present
Mission - A Litigation Support Company May 2006 - November 2012
Mass Mutual June 2003 - December 2005
Education
St. Mary's University
Bachelor's Degree, English Communications
IQ Auto Buyers December 2012 - Present
Mission - A Litigation Support Company May 2006 - November 2012
Mass Mutual June 2003 - December 2005
Education
St. Mary's University
Bachelor's Degree, English Communications
Kujiona Paterson's Mass Mutual Experience August 2010 - Present
Job Financial Advisor at Mass Mutual
Industry Financial Services
Experience
Mass Mutual August 2010 - Present
Education
University of California, Berkeley
Mass Mutual August 2010 - Present
Education
University of California, Berkeley
Julia Sitko's Mass Mutual Experience November 2008 - July 2010
Job Strategic Project Manager at Sedgwick CMS
Industry Insurance
Experience
Sedgwick CMS September 2012 - Present
The Hartford December 2010 - August 2012
TEKsystems December 2010 - August 2012
Mass Mutual November 2008 - July 2010
PS Partner Solutions November 2008 - July 2010
MassMutual Financial Group 2009 - 2010
Berkshire Life 1997 - 2008
Skills
Risk & Issues Management, ADLC, Project Management, Software Project..., Business Process..., Best Practices, Human Resource Planning, Vendor Management, Project Budget..., SDLC, Strategy, Management, Project Planning, PMO, Software Documentation, Project Portfolio..., Enterprise Architecture, Program Management, Insurance, Information Technology, PMP, Business Process
Education
University of Massachusetts, Amherst 2007 — 2008
MBA - in progress, Information Technology Project Management
Rider University 1981 — 1985
Bachelor of Science (B.S.), Computer Science
Sedgwick CMS September 2012 - Present
The Hartford December 2010 - August 2012
TEKsystems December 2010 - August 2012
Mass Mutual November 2008 - July 2010
PS Partner Solutions November 2008 - July 2010
MassMutual Financial Group 2009 - 2010
Berkshire Life 1997 - 2008
Skills
Risk & Issues Management, ADLC, Project Management, Software Project..., Business Process..., Best Practices, Human Resource Planning, Vendor Management, Project Budget..., SDLC, Strategy, Management, Project Planning, PMO, Software Documentation, Project Portfolio..., Enterprise Architecture, Program Management, Insurance, Information Technology, PMP, Business Process
Education
University of Massachusetts, Amherst 2007 — 2008
MBA - in progress, Information Technology Project Management
Rider University 1981 — 1985
Bachelor of Science (B.S.), Computer Science
William M Sabourin's Mass Mutual Experience January 1976 - May 1980
Job Agency CEO at State Farm Ins Co's
Industry Insurance
Experience
State Farm Ins Co's May 1980 - Present
Mass Mutual January 1976 - May 1980
Skills
Disability Insurance, Strategic Planning, Customer Service, Project Management, Sales, Life Insurance, Marketing, Microsoft Office, Insurance
Education
The American College 1985 — 1989
Insurance, Chartered Life Underwriter (CLU) awarded 1989
Western Michigan University 1970 — 1974
BS, Sociology Political Science
State Farm Ins Co's May 1980 - Present
Mass Mutual January 1976 - May 1980
Skills
Disability Insurance, Strategic Planning, Customer Service, Project Management, Sales, Life Insurance, Marketing, Microsoft Office, Insurance
Education
The American College 1985 — 1989
Insurance, Chartered Life Underwriter (CLU) awarded 1989
Western Michigan University 1970 — 1974
BS, Sociology Political Science
Robert Wallace Jr's Mass Mutual Experience March 2011 - Present
Job Financial Services Professional at Mass Mutual Financial Group
Industry Financial Services
Experience
Mass Mutual March 2011 - Present
DELIVERY SERVICE ENTERPRISES June 2008 - August 2009
GREAT SOUTHWEST GOLF CLUB April 2002 - June 2008
Education
The University of Texas at Arlington 2001 — 2006
Bachelor of Science, Business Administration, Business Finance
Mass Mutual March 2011 - Present
DELIVERY SERVICE ENTERPRISES June 2008 - August 2009
GREAT SOUTHWEST GOLF CLUB April 2002 - June 2008
Education
The University of Texas at Arlington 2001 — 2006
Bachelor of Science, Business Administration, Business Finance
Virginia Mangoyan's Mass Mutual Experience October 2011 - August 2013
Job Quantitative Consultant
Industry Insurance
Experience
Mass Mutual October 2011 - August 2013
New Alliance Bank February 2008 - April 2011
Skills
Analytical Skills, Data Analysis, Quantitative Research, Logical Thinker, Coding Experience, Branch Banking, Cash Management, Treasury Management, Treasury, Financial Services, Credit, Financial Analysis, Banking, Wealth Management
Education
Western Michigan University 1983 — 1985
Master of Arts (MA), Pure Mathematics
State University of New York College at Fredonia 1980 — 1982
Bachelor of Science (BS), Mathematics
Mass Mutual October 2011 - August 2013
New Alliance Bank February 2008 - April 2011
Skills
Analytical Skills, Data Analysis, Quantitative Research, Logical Thinker, Coding Experience, Branch Banking, Cash Management, Treasury Management, Treasury, Financial Services, Credit, Financial Analysis, Banking, Wealth Management
Education
Western Michigan University 1983 — 1985
Master of Arts (MA), Pure Mathematics
State University of New York College at Fredonia 1980 — 1982
Bachelor of Science (BS), Mathematics
Crystal Lachendro's Mass Mutual Experience December 2007 - January 2009
Job Business Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
MassMutual Financial Group August 2012 - December 2012
MassMutual Financial Group February 2009 - July 2012
Mass Mutual December 2007 - January 2009
Enfield Savings Bank February 1979 - August 2007
Skills
Process Improvement, Business Analysis, SDLC, Visio, Insurance, Fixed Annuities, Business Requirements, Business Process..., Project Management, Financial Services, Requirements Gathering, SharePoint, Six Sigma, Auditing, Change Management, Portfolio Management, Quality Assurance..., Requirements Analysis, Vendor Management
Education
The University of Connecticut 1976 — 1978
Fermi High School
MassMutual Financial Group January 2013 - Present
MassMutual Financial Group August 2012 - December 2012
MassMutual Financial Group February 2009 - July 2012
Mass Mutual December 2007 - January 2009
Enfield Savings Bank February 1979 - August 2007
Skills
Process Improvement, Business Analysis, SDLC, Visio, Insurance, Fixed Annuities, Business Requirements, Business Process..., Project Management, Financial Services, Requirements Gathering, SharePoint, Six Sigma, Auditing, Change Management, Portfolio Management, Quality Assurance..., Requirements Analysis, Vendor Management
Education
The University of Connecticut 1976 — 1978
Fermi High School
Elliot Cohen's Mass Mutual Experience 1999 - 2004
Job Associate General Counsel at Russell Investments
Industry Investment Management
Experience
Russell Investments July 2007 - Present
Russell Investments May 2004 - Present
Mass Mutual 1999 - 2004
Preti Flaherty June 1997 - December 1999
Progressively Responsible Positions in Accounting and Finance January 1986 - September 1994
Skills
Business Strategy, Business Transformation, Business Transactions, Intellectual Property, Investment Law, Securities Law, M&A experience, Employment Law, IT law, Outsourcing, Licensing Agreements, Contract Negotiation, Alternative Investments, Litigation, Bankruptcy, Securities Regulation, Licensing, Investments, Securities, Privacy Law, Mergers & Acquisitions, Corporate Law, Legal Writing
Education
Temple University - James E. Beasley School of Law 1994 — 1997
Doctor of Law (J.D.), Commercial Transactions, Securities, Litigation
University of Maryland College Park 1986 — 1988
B.S., Accounting
Russell Investments July 2007 - Present
Russell Investments May 2004 - Present
Mass Mutual 1999 - 2004
Preti Flaherty June 1997 - December 1999
Progressively Responsible Positions in Accounting and Finance January 1986 - September 1994
Skills
Business Strategy, Business Transformation, Business Transactions, Intellectual Property, Investment Law, Securities Law, M&A experience, Employment Law, IT law, Outsourcing, Licensing Agreements, Contract Negotiation, Alternative Investments, Litigation, Bankruptcy, Securities Regulation, Licensing, Investments, Securities, Privacy Law, Mergers & Acquisitions, Corporate Law, Legal Writing
Education
Temple University - James E. Beasley School of Law 1994 — 1997
Doctor of Law (J.D.), Commercial Transactions, Securities, Litigation
University of Maryland College Park 1986 — 1988
B.S., Accounting
Yankton Wyatt's Mass Mutual Experience 2000 - 2004
Job Staff and Compounding Pharmacist at Prescription Shop
Industry Pharmaceuticals
Experience
HEB January 2012 - May 2015
My Homeplace, LLC 2007 - 2010
Murphy & Wyatt Real Estate 2005 - 2009
Mass Mutual 2000 - 2004
Skills
Pharmacy, Customer Service, Leadership, Public Speaking, Team Building, Strategic Planning, Microsoft Excel, Team Leadership, Quality Assurance, Microsoft Office, Management, Healthcare Management, Marketing, Operations Management, Leadership Development
Education
University of the Incarnate Word 2011 — 2015
Doctor of Pharmacy (PharmD), Pharmacy
Texas A&M University 1993 — 1999
Bachelor of Science (BS), Agricultural Business and Management
HEB January 2012 - May 2015
My Homeplace, LLC 2007 - 2010
Murphy & Wyatt Real Estate 2005 - 2009
Mass Mutual 2000 - 2004
Skills
Pharmacy, Customer Service, Leadership, Public Speaking, Team Building, Strategic Planning, Microsoft Excel, Team Leadership, Quality Assurance, Microsoft Office, Management, Healthcare Management, Marketing, Operations Management, Leadership Development
Education
University of the Incarnate Word 2011 — 2015
Doctor of Pharmacy (PharmD), Pharmacy
Texas A&M University 1993 — 1999
Bachelor of Science (BS), Agricultural Business and Management
Alfie Webb's Mass Mutual Experience March 1976 - Present
Job Insurance Broker at MassMutual Financial Group
Industry Financial Services
Experience
1.000.000 February 2010 - Present
LINCOLN LEGACY COMMUNITY FOUNDATION 2002 - Present
Mass Mutual March 1976 - Present
LEGACY (1) PRODUCTIONS February 2010 - Present
Skills
Investments, Strategic Financial..., Risk Management, Insurance, Disability Insurance, Fixed Annuities, Strategic Planning, Customer Service, Team Building, Budgets, Estate Planning, Management Consulting, Retirement, Nonprofits, Term Life Insurance, Small Business, Employee Benefits, Long-term Care, Health Insurance, Underwriting, Commercial Insurance, Mortgage Lending, Retirement Planning, Life Insurance, Start-ups, Workers Compensation, Long Term Care Insurance, Financial Analysis, Fundraising, 401k, Leadership, Sales, IRAs, Financial Planners, Business Planning, Wealth, Financial Advisory, Mutual Funds, Series 6, Loans, Financial Planning
Education
University of Pheonix 1996 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
San Diego City College 1972 — 1974
Associate of Arts (A.A.), Business Administration and Management, General
1.000.000 February 2010 - Present
LINCOLN LEGACY COMMUNITY FOUNDATION 2002 - Present
Mass Mutual March 1976 - Present
LEGACY (1) PRODUCTIONS February 2010 - Present
Skills
Investments, Strategic Financial..., Risk Management, Insurance, Disability Insurance, Fixed Annuities, Strategic Planning, Customer Service, Team Building, Budgets, Estate Planning, Management Consulting, Retirement, Nonprofits, Term Life Insurance, Small Business, Employee Benefits, Long-term Care, Health Insurance, Underwriting, Commercial Insurance, Mortgage Lending, Retirement Planning, Life Insurance, Start-ups, Workers Compensation, Long Term Care Insurance, Financial Analysis, Fundraising, 401k, Leadership, Sales, IRAs, Financial Planners, Business Planning, Wealth, Financial Advisory, Mutual Funds, Series 6, Loans, Financial Planning
Education
University of Pheonix 1996 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
San Diego City College 1972 — 1974
Associate of Arts (A.A.), Business Administration and Management, General
Heather Desjardins's Mass Mutual Experience December 2011 - Present
Job Business Analyst at Mass Mutual
Industry Financial Services
Experience
Mass Mutual December 2011 - Present
Lincoln Financial Group November 2001 - December 2011
Lincoln Financial Group January 2001 - October 2001
Lincoln Financial Group January 1999 - December 2000
PwC August 1995 - December 1998
Skills
User Acceptance Testing, Sarbanes-Oxley Act, Financial Reporting, SDLC, Fixed Annuities, Requirements Gathering, Business Analysis, Analysis, Testing, Business Requirements, Test Planning, Insurance, Business Process...
Education
London School of Economics and Political Science 1993 — 1994
Master of Science, Human Resource Management
Southern Methodist University - Cox School of Business 1988 — 1992
Bachelor of Business Administration, Accounting
Mass Mutual December 2011 - Present
Lincoln Financial Group November 2001 - December 2011
Lincoln Financial Group January 2001 - October 2001
Lincoln Financial Group January 1999 - December 2000
PwC August 1995 - December 1998
Skills
User Acceptance Testing, Sarbanes-Oxley Act, Financial Reporting, SDLC, Fixed Annuities, Requirements Gathering, Business Analysis, Analysis, Testing, Business Requirements, Test Planning, Insurance, Business Process...
Education
London School of Economics and Political Science 1993 — 1994
Master of Science, Human Resource Management
Southern Methodist University - Cox School of Business 1988 — 1992
Bachelor of Business Administration, Accounting
Ryan Abraham's Mass Mutual Experience December 2003 - September 2004
Job Northeast Region Sales Manager OCS at The J.M. Smucker Company
Industry Consumer Goods
Experience
The J.M. Smucker Company August 2012 - Present
Green Mountain Coffee Roasters January 2007 - February 2012
Aetna September 2004 - December 2006
Mass Mutual December 2003 - September 2004
Skills
Account Management, Sales, Customer Service, Team Building, Marketing, Sales Management, Microsoft Excel, PowerPoint, Microsoft Office, Budgets, B2B, Inventory Management, Management, Merchandising, Negotiation, New Business Development
Education
Springfield College 2000 — 2002
Masters of Education, Exercise Science and Sports Studies
Western New England College 1996 — 2000
BS, Business Administration
Newington High School
The J.M. Smucker Company August 2012 - Present
Green Mountain Coffee Roasters January 2007 - February 2012
Aetna September 2004 - December 2006
Mass Mutual December 2003 - September 2004
Skills
Account Management, Sales, Customer Service, Team Building, Marketing, Sales Management, Microsoft Excel, PowerPoint, Microsoft Office, Budgets, B2B, Inventory Management, Management, Merchandising, Negotiation, New Business Development
Education
Springfield College 2000 — 2002
Masters of Education, Exercise Science and Sports Studies
Western New England College 1996 — 2000
BS, Business Administration
Newington High School
Frank Commins's Mass Mutual Experience January 2008 - Present
Job Design Analyst at Mass Mutual
Industry Financial Services
Experience
Mass Mutual January 2008 - Present
MassMutual Financial Group January 1999 - January 2008
ConnectiCare, Inc 1999 - 2008
ADVANCED COMPUTING TECHNIQUES 1997 - 1999
Commputer Management Systems, Inc. January 1994 - January 1995
Travelers January 1984 - January 1987
Skills
Java, Telephony (MPS - Avaya..., Contact Center on..., Visual Basic, Crystal Reports, DB2, SQL, Cobol, MS SQL Reporting...
Education
The University of Connecticut 1988 — 1992
Bachelor's degree, General Studies
Tunxis Community College 1972 — 1974
Associate of Arts (A.A.), English Language and Literature, General
Mass Mutual January 2008 - Present
MassMutual Financial Group January 1999 - January 2008
ConnectiCare, Inc 1999 - 2008
ADVANCED COMPUTING TECHNIQUES 1997 - 1999
Commputer Management Systems, Inc. January 1994 - January 1995
Travelers January 1984 - January 1987
Skills
Java, Telephony (MPS - Avaya..., Contact Center on..., Visual Basic, Crystal Reports, DB2, SQL, Cobol, MS SQL Reporting...
Education
The University of Connecticut 1988 — 1992
Bachelor's degree, General Studies
Tunxis Community College 1972 — 1974
Associate of Arts (A.A.), English Language and Literature, General
Annese Powell's Mass Mutual Experience August 2011 - February 2012
Job Licensed Insurance Agent at Insphere Insurance Solutions
Industry Insurance
Experience
Insphere Insurance Solutions August 2012 - Present
Bankers Life and Casualty February 2012 - July 2012
Mass Mutual August 2011 - February 2012
Skills
Term Life Insurance, Health Insurance
Education
Temple University 1975 — 1978
Insphere Insurance Solutions August 2012 - Present
Bankers Life and Casualty February 2012 - July 2012
Mass Mutual August 2011 - February 2012
Skills
Term Life Insurance, Health Insurance
Education
Temple University 1975 — 1978
Stefanie Scarcella's Mass Mutual Experience March 2004 - April 2005
Job Philanthropy Coordinator/Executive Assistant at The Nature Conservancy
Industry Philanthropy
Experience
The Nature Conservancy April 2011 - Present
Faddegon's Nursery July 2009 - March 2011
The Other Side of Paradise March 2009 - June 2009
Mass Mutual March 2004 - April 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Nonprofits, Non-profit...
Education
State University of New York College of Agriculture and Technology at Cobleskill 2005 — 2008
Bachelor of Technology (B.Tech.), Plant Sciences
The Nature Conservancy April 2011 - Present
Faddegon's Nursery July 2009 - March 2011
The Other Side of Paradise March 2009 - June 2009
Mass Mutual March 2004 - April 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Nonprofits, Non-profit...
Education
State University of New York College of Agriculture and Technology at Cobleskill 2005 — 2008
Bachelor of Technology (B.Tech.), Plant Sciences
Matthew Morningstar's Mass Mutual Experience March 2015 - Present
Job Financial Services Professional at Mass Mutual
Industry Financial Services
Experience
Mass Mutual March 2015 - Present
New York Life Insurance Company June 2010 - February 2015
CountryMax Stores May 2002 - June 2010
Skills
Investments, Life Insurance, Disability Insurance, Financial Planning, Helping Clients, Analytic Problem Solving, Professional Case Design
Education
State University of New York Empire State College 2007 — 2008
Mass Mutual March 2015 - Present
New York Life Insurance Company June 2010 - February 2015
CountryMax Stores May 2002 - June 2010
Skills
Investments, Life Insurance, Disability Insurance, Financial Planning, Helping Clients, Analytic Problem Solving, Professional Case Design
Education
State University of New York Empire State College 2007 — 2008