Mass Mutual Financial Group
The Massachusetts Mutual Life Insurance Company, founded in 1851, is an American mutual life insurance company serving five million clients. With headquarters in Springfield, Massachusetts, the company employs more than 7,000 in the United States, and a total of 10,614 internationally. Customer service: 1 (800) 272-2216 Headquarters: Springfield, MA Revenue: 29.6 billion USD (2016) Founder: George W. Rice Subsidiaries: Barings, OppenheimerFunds, Executives: Roger W. Crandall (CEO, President, Chairperson),
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Mass Mutual Financial Group Employees
WealthCare Partners July 2007 - Present
Mass Mutual Financial Group October 2006 - July 2007
Taylor University 2002 - 2006
Skills
Financial Planning, Investments, Retirement Income..., Estate Planning, Strategic Financial..., Securities, Cash Flow, Tax, Small Business
Education
College for Financial Planning 2009 — 2010
Certified Financial Planner Designation, Financial Planning and Services
Taylor University 2002 — 2006
BA, Business Management
Ben Davis High School 1999 — 2002
Waypoint Pharmacy Advisors June 2011 - Present
Pharmacy401k January 2014 - Present
Waypoint Strategic Advisors January 2004 - Present
Mass Mutual Financial Group August 2001 - December 2003
Skills
Independence Planning, Financial Services, Consulting, Pharmacy Consulting, Retirement Planning, Long-term Care, Small Business, Wealth Management, Strategic Financial..., Investments, Investment Advisory, Retirement, Investment Strategies, Executive Management, Customer Service, Start-ups, Business Planning, Strategy, Business Development
Education
Clemson University 1996 — 2000
Bachelor of Science, Marketing
MetLife December 2014 - Present
MetLife January 2014 - Present
LPL Financial March 2010 - December 2013
Titanium Solutions August 2009 - February 2010
MASS MUTUAL FINANCIAL GROUP December 2008 - May 2009
IKON Office Solutions February 2004 - September 2008
2004SUMMIT DOCUMENT SERVICES February 2001 - January 2002
ROYAL CUP COFFEE INC January 1997 - January 2001
BARNES & NOBLE INC January 1992 - January 1997
Skills
Management, Recruiting, Training, Account Management, Leadership, Insurance, Sales, New Business Development, Selling, Employee Benefits, Business Analysis, Customer Retention, PowerPoint, Financial Services, Investments, Microsoft Office, Inventory Management, Customer Satisfaction, Team Building, Salesforce.com, Marketing, Budgets, Cold Calling, Microsoft Word, Series 6, Sales Process, Series 7, Coaching, Retirement, Mutual Funds, Operations Management, CRM, Financial Advisory, Team Leadership, Investment Advisory, Investment Strategies, Securities, FINRA, Asset Allocation, Wealth Management, Sales Operations, Retirement Planning
Education
QUEENS COLLEGE, CUNY 1990 — 1992
Psychology
Queens College 1990 — 1992
DNF, Pyschology
C&J Wealth Advisors May 2010 - Present
Financial Advisor August 1989 - Present
Capital Financial Group LLC November 2007 - August 2010
First Tennessee Bank December 1998 - November 2007
Mass Mutual Financial Group August 1989 - December 1998
Skills
Retirement, Strategic Financial..., Investment Advisory, Estate Planning, Small Business, Financial Advisory, College Planning Relief..., Life Insurance, Long-term Care, IRAs, Finance, Financial Planners, Mutual Funds, Financial Planning, Long Term Care, Life Insurance Audits, Wealth, Investments, Retirement Planning, Portfolio Management, Wealth Management, Disability Insurance, 401k, Fixed Annuities, Asset Allocation
Education
University of Tennessee-Knoxville - College of Business Administration 1985 — 1989
Bachelor's degree, Finance
Strategic Financial Group August 2011 - Present
Mass Mutual Financial Group May 2008 - August 2011
Strategic Funding Group, Inc. June 2003 - May 2008
Skills
Estate Planning, Strategic Financial..., Investments
Education
California State University-East Bay 1994 — 1999
MBA, Finance
University of California, Berkeley 1983 — 1988
BA
Cigna April 2015 - Present
US Cyber Command May 2014 - Present
OUSD(I) ISR Task Force November 2013 - April 2015
USCENTCOM, Theater Support Activity August 2011 - September 2013
NSA/CSS, US Navy Information Operations Command October 2008 - August 2011
US Navy April 2008 - September 2008
Mass Mutual Financial Group July 2006 - March 2008
US Navy December 2007 - February 2008
US Navy - NETWARCOM 2005 - 2006
Lexar Media 2000 - 2003
Skills
Staff Development, ITIL Certified, Security Clearance, Military, Cross-functional Team..., Change Management, Six Sigma, Program Management, Leadership, Team Leadership, Navy, Team Building, Intelligence, SIGINT, Operational Planning, Training, Information Assurance, National Security, Force Protection, Defense, Intelligence Analysis, DoD, Government, Strategy, Top Secret, Military Operations, Security, Army, Counterterrorism, Operations Management, Process Improvement, Command, Electronic Warfare, Military Experience, Special Operations, Military Training, C4ISR, Organizational..., Tactics, Readiness, Government Contracting, Weapons, Air Force, Reconnaissance, HUMINT, Active Top Secret..., Counterintelligence, Exercises, Intelligence Community, Security+
Education
Naval War College
Masters, National Strategy, Terrorism Focus
Springfield College
BS, Liberal Arts, Science
Trustmark Companies May 2014 - Present
Sun Life Financial May 2012 - May 2014
Self April 2010 - May 2012
University of Massachusetts Medical School June 2010 - March 2011
Mass Mutual Financial Group December 2003 - October 2009
UnumProvident April 1997 - December 2003
Paul Revere Life Insurance January 1990 - April 1997
Skills
Insurance, Employee Benefits, Process Improvement, Disability Insurance, Leadership, Claims Management, Project Management, Management, Reinsurance
Education
Northeastern University
BS
Northeastern University
BS - Finance & Insurance
MassMutual Financial Group Arizona January 2014 - Present
The Private Client Reserve of U.S. Bank March 2010 - December 2013
Mass Mutual Financial Group December 2007 - April 2009
Allstate Financial June 2006 - December 2007
Allstate Financial February 2004 - May 2006
Bank One June 2002 - January 2004
Skills
Wealth Management, Investments, Insurance, Fixed Annuities, Retirement, Sales, Series 7, Financial Advisory, Life Insurance, Management, Series 63, Mutual Funds, Investment Management, Wealth, Business Development, Series 6, Asset Allocation, High Net Worth..., Private Banking, Sales Operations
Education
Northern Illinois University 1996 — 1997
BS, Marketing
Northern Illinois University 1994 — 1997
Bachelor of Science (B.S.), Marketing
Mass Mutual Financial Group July 2014 - Present
New York Life Insurance Company June 2013 - June 2014
Prudential Financial 2008 - 2013
Liberty Mutual Insurance 1990 - 1993
Skills
Retirement Planning, Retirement, 401k Rollovers, Insurance, Series 6, Fixed Annuities, Licensed Life Insurance..., Estate Planning, Licensed in Long Term..., Investments, Small Business, Financial Services, Life Insurance, Disability Insurance, Sales, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Finance, Long-term Care, Mutual Funds, 401k, Series 63, Securities, Term Life Insurance
Education
Michigan State University 1983 — 1985
Bachelor of Arts, Business Management
Andover Highschool Bloomfield Hills Michigan
Mapcom Systems March 2013 - Present
MassMutual Financial Group April 2012 - March 2013
Mass Mutual Financial Group April 2009 - April 2012
Navigon Financial Group July 2007 - March 2009
Ameriprise Financial February 2003 - July 2007
Lucent Technologies September 1994 - December 2001
Skills
Insurance, Training, Recruiting, Investments, Marketing, Sales, Portfolio Management, Financial Services, Leadership, Consulting, Employee Benefits, Entrepreneurship, Risk Management, Retirement, Finance, Sales Management, Asset Management, Securities, Banking, Software Development, Financial Planners, Financial Planning
Education
Loughborough University 1991 — 1994
B.Sc., Computer Science
The Open University 1997 — 2000
M.Sc., Computing for Commerce & Industry
Patchway High School 1980 — 1990
EMC March 2013 - Present
EMC July 2012 - Present
EMC July 2010 - July 2012
Mass Mutual Financial Group October 2006 - July 2010
EMC April 2005 - September 2006
SODEXO (former SODEXHO) September 2002 - March 2005
AMC Consulting, LLC July 1998 - September 2002
Eastman Kodak January 1997 - July 1998
Eastman Kodak January 1987 - December 1996
Eastman Kodak January 1981 - December 1986
Skills
SAP, Architecture, Product Management, Performance Testing, Performance Tuning, SAP Basis, Basis Administration, SAP Implementation, SAP R/3, SAP Netweaver, SAP ERP, ERP, Pre-sales, Unix, ABAP, Databases, IT Strategy
Education
State University of New York College at Cortland 1974 — 1978
Bachelor of Science, Mathematics, Concentration Computer Science
Southwestern Baptist Theological Seminary September 2014 - Present
Mass Mutual Financial Group August 2012 - March 2014
Fatz Cafe Server August 2010 - October 2012
The News and Press August 2010 - March 2011
American Trophy May 2004 - May 2010
Skills
Customer Service, Leadership, Direct Sales, Training, Interpersonal..., Teamwork, Negotiation, Analytic Thinking, Photography, Advertising, Customer Retention, Analysis, Sales, Problem Solving, Cultural Diversity, Work Ethic, Flexibility, Energetic, Always Willing to Learn, Motivated, Adaptability, Visionary Thinking, Writing, Sports Writing, PowerPoint, Preaching, Christian Apologetics, Reading Comprehension, Oral Comprehension, Analytical Review, Debate, Biblical Studies, Counseling, Creative Writing, Speech Writing, Public Speaking
Education
Southwestern Baptist Theological Seminary 2014 — 2017
Master of Divinity (M.Div.), Evangelism, 3.723, After one Semester
The Citadel 2006 — 2010
Bachelor of Science (B.S.), Health, Exercise, and Sports Science
Fidelity Investments November 2010 - Present
RG Realty LLC 2014 - 2014
Fidelity Investments 2011 - 2011
Fidelity Investments September 2009 - July 2010
Fidelity Investments April 2007 - September 2009
Sovereign Bank May 2006 - October 2006
Mass Mutual Financial Group November 2005 - February 2006
Johnson & Wales University 2002 - 2004
Castillo Insurance, Insurance Agent November 2001 - August 2003
Skills
Teamwork, Analytical Skills, Securities Regulation, Series 7, Series 24, Risk Management, Process Improvement, Problem Solving, Spanish-speaking, Training, FINRA, Finance, Access
Education
Johnson and Wales University 2002 — 2007
M.B.A, Global Business Leadership; Financial Management
Johnson & Wales University 2002 — 2006
BA, Financial Management Services
Vertafore June 2015 - Present
Mass Mutual Financial Group March 2015 - Present
Rochester Institute of Technology August 2014 - December 2014
Rochester Institute of Technology October 2012 - May 2013
Holyoke Community College January 2011 - June 2012
Staples January 2010 - November 2010
Skills
Computer Security, Information Security, Computer Hardware, Computer Repair, Active Directory, Operating Systems, Network Security, Windows 7, XP, Software Installation, Unix, Ubuntu, Wireless Applications, Windows System..., Windows XP
Education
Rochester Institute of Technology 2012 — 2015
Bachelors of Science Degree, Computer and Information Systems Security/Information Assurance
Holyoke Community College 2010 — 2012
Associates in Computer Science, Computer Information Security, 3.0
Springfield Technical Community College 2008 — 2008
Certificate, A+ Certification and MDCST
Kohl's Department Stores June 2014 - Present
Wipro April 2011 - Present
Mass Mutual Financial Group October 2010 - March 2011
Department of Education,Manhattan,NY August 2009 - August 2010
Skills
Networking, Training, Penetration Testing, Software Design, Defect Tracking, Application Security, SQL, Unix, Requirements Analysis, Microsoft SQL Server, Software Project..., Oracle, Java, Test Automation, SDLC, Test Planning, Agile Methodologies, Information Security, Analysis, Security, Vendor Management, Testing
Education
City University of New York-Brooklyn College 2008 — 2010
Master, Computer and Information scince, GPA : 3.84/4.0
University of Mumbai 2003 — 2007
B.E, Computer Science
Mass Mutual Financial Group January 1986 - Present
Skills
Disability Insurance, Fixed Annuities, Retirement, Financial Planners, Insurance, Life Insurance, Employee Benefits, Whole Life, Finance, Retirement Planning, Long Term Care Insurance, 401k, Financial Advisory, IRAs
Education
The American College 2011 — 2012
Chartered Special Needs Consultant (ChSNC), Life Planning for a Person with Special Needs.
The American College 2009 — 2010
Chartered Life Underwriter (CLU), The CLU is widely recognized as the highest level of studies in the life insurance profession.
The American College 2008 — 2010
Chartered Financial Consultant (ChFC), The ChFC provides the most extensive education in financial planning.
The American College 2008 — 2010
Chartered Financial Consultant (ChFC), The ChFC provides the most extensive education in financial planning.
Barry University 1982 — 1982
Bachelor of Science (BS), Education
Stony Brook University
Bachelor of Science (B.S.), Education
Nature Coast Gallery 2008 - Present
Heart & Family Health Institute February 2003 - June 2004
L. J. DeCarlo & Son 2002 - 2003
Mass Mutual Financial Group 2000 - 2001
Walter Construction 1997 - 1999
Lakeview Bookkeeping & Accounting Services, LLC 1994 - 1999
Kareena Enterprises 1991 - 1993
Remax, NRS Realty, Johnson & Associates 1985 - 1993
Forever Christmas 1988 - 1991
Skills
Logo Design, Social Media, Accounts Payable, Data Entry, Outlook, Time Management, Teamwork, Mac
Education
Burridge Community College 1993 — 1993
Computer Systems Networking and Telecommunications, Quickbooks, Web design
Sheridan College 1987 — 1987
Real Estate Law Certificate, continuing education
Sheridan College 1986 — 1986
Rural & ICI Real Estate Certificate, Real Estate
Sheridan College 1985 — 1985
Received Real Estate License in Ontario, Rural Real Estate
Ryerson Polytechnical, Toronto, Ontario 1968 — 1969
Accounting and Finance
CW Jeffries SS 1964 — 1968
Business/Commerce, General
Mass Mutual Financial Group January 2014 - Present
Interior Contract Design July 1995 - Present
HealthyCovers.com January 2011 - Present
1800Mattress.com April 2008 - October 2008
Skills
Organizer, Business Intelligence, Industry Analysis, Marketing Strategy, Product Development, Manufacturing, Selling, Furniture, Competitive Analysis, Management, Product Management, Business Development, Marketing, Purchasing, Entrepreneurship, Training, B2B, Leadership, New Business Development, Inventory Management, Sales Process, E-commerce, Pricing, Lead Generation, Team Building, Sales, Contract Negotiation, Key Account Management, Executive Management, International Business, Budgets, Analysis, P&L Management, Consulting, Sales Operations, Management Consulting, Retail, Sales Management, Business Strategy, Program Management, Strategy, Forecasting, Account Management, Team Leadership, Start-ups, CRM
Education
Saint John's University 1978 — 1981
MBA, Business Management
Baruch College, City University of New York (CUNY) 1975 — 1978
Marketing Management, Business
Sears Hometown Stores October 2014 - Present
Big E Department of Agriculture and Education September 2014 - September 2014
Jos. A. Bank Clothiers September 2013 - December 2013
alhitch IT contracts May 2011 - October 2013
Mass Mutual Financial Group 2004 - May 2009
Fleet Financial Group December 2001 - January 2003
Fleet Financial Group 2003 - 2003
CIGNA 2001 - 2001
Fleet Financial Group December 1999 - August 2000
CIGNA January 1999 - November 1999
Skills
COBOL, Mainframe, Insurance, Business Analysis, SDLC, Program Management, Data Warehousing, Analysis, Vendor Management, Process Improvement
Education
Castleton University 1976 — 1979
BA, Small Business Management
Springfield Technical Community College 2010 — 2010
Certificate, VB 6.0, 4.0
Holyoke Community College 1974 — 1976
AS, Retail Management
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division February 2014 - Present
Mass Mutual Financial Group January 2011 - January 2014
Journeys In Film August 2004 - June 2012
The Perkins School September 2008 - June 2009
Indian Creek School September 2002 - June 2008
Coverdell World August 2004 - October 2004
Queen Anne School September 1999 - September 2002
Education
St. John's College 1998 — 1999
MA, Science, Math, History, Political Science, and Theology
Amherst College 1986 — 1991
BA, Religious Studies
Mass Mutual Financial Group October 2011 - Present
Various Dental Offices in Sacramento Area February 1997 - May 2011
Education
Sacramento City College
AS, Science
Pitney Bowes November 2014 - Present
World Wrestling Entertainment September 2012 - November 2014
World Wrestling Entertainment August 2011 - September 2012
Mass Mutual Financial Group December 2008 - January 2011
Skills
Marketing, Human Resources, Recruiting, Leadership, Digital Media, Advertising, Social Media, Email Marketing, Management, Entertainment, Social Networking, Onboarding, Event Planning, Interviews, Microsoft Office, Social Media Marketing, Facebook, Customer Service, Microsoft Excel, PowerPoint, Public Relations, Microsoft Word, Outlook, Publishing, Sponsorship, Event Management, Sports Marketing, Sports, Project Management
Education
Sacred Heart University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
The University of Connecticut 2007 — 2011
Bachelor of Science, Business and Technology
Stamford High School Class of 2007 2004 — 2007
Diploma
Mass Mutual Financial Group July 1991 - Present
MassMutual Northern New England July 1991 - Present
Skills
Project Management, Retirement, Marketing, Program Management, Financial Services, Strategic Financial..., Customer Service, Insurance, Securities, Strategic Planning, Investments, Retirement Planning, Marketing Strategy, Management, Financial Analysis, Business Planning, Financial Planning
Education
Southern New Hampshire University 1981 — 1984
MBA, Business
UMass Amherst 1966 — 1970
BSIE, Industrial Engineering
CSA Financial Advisors, Ltd. June 2006 - Present
Fidelity Investments 2004 - 2006
Mass Mutual Financial Group 2002 - 2004
UBS 1999 - 2002
Lifetime Financial Planning 1997 - 1999
Education
Northern Kentucky University 2005 — 2008
MACC, Accounting
The Ohio State University 1991 — 1996
BA, Classics
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
Mass Mutual Financial Group July 2011 - January 2013
EMC November 2006 - July 2011
Taylor Jones Consulting Group May 2004 - November 2006
Bank of America January 2002 - April 2004
Skills
Talent Acquisition, Leadership Development, Strategic Planning, Organizational..., Talent Management, Coaching, Deferred Compensation, Process Improvement, Performance Management, Employee Relations, HRIS, Management, Community Outreach, Training, Organizational..., Event Planning, Recruiting, Strategy, Workshop Facilitation, Succession Planning, Organizational Design, New Business Development, Team Leadership, Change Management, Program Management, Fundraising, Workforce Planning, Employee Engagement, Marketing, Negotiation, Personnel Management, Onboarding, Career Development, Applicant Tracking..., Business Strategy, Public Speaking, Management Consulting, Policy, Vendor Management, Conflict Resolution, Employee Benefits, Public Relations, Executive Coaching, Project Management, Advertising, Leadership, Team Building, Human Resources, Diversity & Inclusion, Interviews
Education
Salem State University 1982 — 1986
Bachelor of Science, Business and Accounting
Harvard Business School
Graduate courses, Business Administration and Management, General
Fulcrum Securities LLC January 2014 - Present
Media & Entertainment Consultant June 2010 - Present
Mass Mutual Financial Group 2012 - January 2014
Quantech Corporation October 2010 - 2012
Sony Music Entertainment January 2006 - March 2010
Columbia Records Group July 1994 - December 2005
Skills
New Business Development, Start-ups, Business Planning, Business Development, Management, Entrepreneur, Managerial Finance, Analysis, Entrepreneurship, Strategic Planning, Strategy, Forecasting, Entertainment, Advertising, Contract Negotiation, Strategic Partnerships, Operations Management, P&L Management, Budgets, Finance, Competitive Analysis, Leadership, Sales, Marketing, Executive Management, Mergers & Acquisitions, Digital Media, Strategic Financial..., Financial Analysis, Investments, Consulting, Financial Modeling, Business Strategy, Management Consulting, Risk Management, Due Diligence, Financial Services, Corporate Finance, Analytics, New Media
Education
Fordham University
BS, Accounting
Pace University - Lubin School of Business
MBA, Finance
Futurity First-Summit Financial Group February 2014 - Present
AXA Advisors, LLC October 2011 - January 2014
Allstate Financial Services June 2007 - September 2011
Mass Mutual Financial Group November 2001 - March 2007
Mass Mutual Financial Group February 1997 - November 2001
Mass Mutual Financial Group October 1994 - February 1997
Skills
Leadership, Strategic Financial..., Marketing, Sales Operations, Customer Retention, IRAs, Securities, Estate Planning, Term Life Insurance, Networking, Variable Annuities, Long Term Care Insurance, Investment Advisory, Asset Allocation, FINRA, 401k Rollovers, Public Relations, Series 65, Interviews, Disability Insurance, Underwriting, Series 24, Roth IRA, Sales Management
Education
Minnesota State University, Mankato
Mass Mutual Financial Group January 2013 - Present
The Hartford May 2008 - December 2012
MFS Investment Management 1999 - 2008
MFS February 1999 - March 2004
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Marketing Communications, Outlook, Project Management, Vendor Management, Editing, Marketing, Campaign Management, Customer Service, Newsletters, Advertising, Access, Management, Databases
Education
University of Massachusetts Boston 2003 — 2006
BS, Business Management
Quincy College
A.S, Computer Science
University of Massachusetts
B.S, Business Management
MassMutual Westchester October 2012 - Present
Mass Mutual Financial Group November 2010 - September 2012
Northwestern Mutual December 2009 - October 2010
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance
Education
State University of New York College at Oswego 1978 — 1980
Pettit Oil Company 2013 - January 2014
Erudite Holdings Inc. 2011 - 2013
Dex Media 2009 - 2011
Mass Mutual Financial Group 2007 - 2008
Department of Corrections August 2002 - December 2006
united parcel service 1996 - 2002
Skills
Finance, Competitive Analysis, Marketing Strategy, Insurance, Sales, Account Management, Leadership, Recruiting, Call Center, Strategic Financial..., Strategic Planning, Team Building, Business Development, Business Planning, Customer Service, Sales Management, New Business Development, Outlook, Leadership Development, Public Relations, Management, Marketing, Event Planning, Sales Process, Social Media, Microsoft Word, Microsoft Excel, Team Management, Lead Generation, Microsoft Office, Negotiation, Retail, Coaching, Team Leadership, Online Marketing, Process Improvement, Event Management, Training, Selling, Marketing Communications, Advertising, B2B, Cold Calling, Operations Management, Social Media Marketing, Business Analysis, Salesforce.com, HRIS, Public Speaking, Direct Sales
Education
Tacoma Community College
Mass Mutual Financial Group November 2001 - Present
Mario's February 1987 - October 2001
Education
Southern Oregon University 1974 — 1979
BA, Marketing
EganVance Insurance February 2010 - Present
Independant Contractor 1989 - Present
Egan Insurance Agency July 2009 - February 2010
Assurant Employee Benefits February 2007 - July 2009
Mass Mutual October 2004 - February 2007
Mass Mutual Financial Group 2004 - 2007
MetLife January 2002 - October 2004
The Tape Company July 1994 - January 2002
Continental Cablevision 1989 - 1994
Skills
Disability Insurance
Education
Bradley University 1984 — 1988
Joliet Catholic
HAF Insurance 1997 - Present
Mass Mutual Financial Group 1992 - 1997
HSBC 1982 - 1989
Continental Insurance Company 1979 - 1982
Skills
Estate Planning, Retirement Planning, Fixed Annuities, Life Insurance, Health Insurance, Disability Insurance, Long Term Care Insurance, Financial Services, Healthcare, Finance
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
Mount Holyoke College
BA, Economics
The Continental Group November 2009 - Present
It's A Grind Coffee House October 2007 - May 2010
Filterfresh Coffee (Div. of Green Mountain) July 2005 - September 2007
Mass Mutual Financial Group July 2004 - June 2005
The Coffee Bean Trading Co. April 2000 - May 2004
Espresso Uno Co August 1995 - May 2000
Education
State University of New York at Delhi 1972 — 1973
Hotel Management
Springwater Wealth Management, LLC August 2013 - Present
Cascade Wealth Management January 2002 - August 2013
Standard Financial Group January 2001 - January 2002
Mass Mutual Financial Group April 1998 - October 2000
Skills
Retirement Planning, Investment Advisory, Certified Financial..., Wealth Management, Retirement, Financial Advisory, Wealth, Financial Services, Investment Management, Finance, Small Business, Personal Finance, Leadership, Asset Allocation, Management
Education
Stanford University 1983 — 1987
BA, Economics
American College
MSFS, Financial Services
American College
MS, Management
Schuster Aguiló LLC - Littler Global Puerto Rico November 2014 - Present
Auramet International, LLC March 2014 - October 2014
Prof. Antonio García-Padilla, Dean Emeritus August 2012 - May 2013
Bufete Garcia Chamorro June 2011 - August 2011
U.S District Court of Puerto Rico, Chief U.S Magistrate Judge Justo Arenas April 2011 - May 2011
Moreno Entertainment Group 2009 - 2010
Empresas Berdut, Inc. 2008 - 2009
TV Azteca, Mexico City (2007); Cordial International, P.R.(2006) Booh Schut Co.,California (2003-05) 2003 - 2007
Mass Mutual Financial Group 2000 - 2002
Education
University of Puerto Rico School of Law 2010 — 2013
Doctor of Law (JD)
Loyola University New Orleans 1994 — 1998
Bachelor of Business Administration (BBA), Finance
Academia del Perpetuo Socorro
HS
Equity Services, Inc./ National Life Group November 2012 - Present
Vital Financial Group November 2012 - Present
Mass Mutual Financial Group April 2011 - October 2013
New York Life Insurance Company June 2007 - March 2011
Skills
Premium Financing, Captive Insurance, Nonqualified Deferred..., Estate Planning..., Defined Benefits Plan, Tax favorable Pension..., Buy/Sell Strategies, Cross-purchase..., Management, Key Person Insurance, Disability Insurance, Long Term care Insurance, Health Insurance
Education
Nova Southeastern University 1993 — 1998
MBA, Business Administration and Management, General
Nova Southeastern University
Bachelor of Business Administration (B.B.A.)
Aetna January 2013 - Present
Aetna February 2011 - January 2013
Bank of America - Lock box January 2004 - October 2010
Bank of America January 2004 - October 2010
New England College of Business and Finance 2008 - 2010
Mass Mutual Financial Group July 2007 - October 2009
MassMutual Financial Group June 1996 - October 2009
Mass Mutual Financial Group June 1996 - July 2007
Mass Mutual Financial Group January 1996 - January 2004
Skills
Account Reconciliation, Access, Accounting, Finance, Microsoft Excel, General Ledger, Bank Reconciliation, Management, Insurance, Outlook, Customer Service, Process Improvement, Microsoft Office, Variance Analysis
Education
New England College of Business & Finance 2008 — 2010
Associates, Bachelors Degree Pending - 2011, Business
Buxton Government Secondary School 1971 — 1975
Certificate, General Education
Buxton Secondary High School 1971 — 1975
certificate, General Education
Educational Training of Wethersfield
New England College of Business
BSBA, Business Administration
New England College of Business
Business Administration Degree, ASBA
New England College of Business
Development Certificate, Accounting and Finance
New England College of Business and Finance
Bachelor of Business Administration (B.B.A.), Accounting and Finance
New England College of Business and Finance
Bachelor of Business Administration (B.B.A.), Accounting and Finance
New England College of Business and Finance
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Pearson North America April 2014 - Present
Pearson North America June 2011 - April 2014
Mass Mutual Financial Group May 2010 - August 2011
Mass Mutual Financial Group January 2007 - October 2009
Hanover Insurance January 2004 - December 2006
Merrill Lynch Insurance Group May 1993 - January 2002
Spalding Sporting Goods 1985 - 1994
Skills
Process Engineering, Cross-functional Team..., SDLC, Business Process..., Business Requirements, Software Project..., Requirements Gathering, Resource Management, Leadership, Software Documentation, MS Project, Management, Project Management, Process Improvement, Testing, Change Management, Continuous Improvement, Business Analysis, PMO, Project Portfolio..., PMP, Vendor Management, Business Process, Program Management, IT Strategy
Education
Mount Holyoke College
BA, Mathematics, Psychology
Capitol Financial Partners January 2010 - Present
Mass Mutual Financial Group January 2010 - Present
Wachovia Bank, NA August 2007 - December 2009
Education
Oakland University 2000 — 2003
BS, Finance
Oakland Community College 1996 — 1999
AS, Accounting
AT&T August 2012 - Present
Fifth Third Bank January 2008 - January 2012
MASS MUTUAL FINANCIAL GROUP May 2006 - June 2007
HOMEBANC MORTGAGE CORP June 2005 - June 2006
Skills
Credit, Banking, Loans, Finance, Underwriting, Analysis, Sales, Credit Analysis, Commercial Lending, Commercial Banking, Portfolio Management, Credit Risk, Small Business Lending, Mortgage Lending, Relationship Management, Consumer Lending, Business Development, Financial Services
Education
Georgia Institute of Technology
Bachelor of Science, Management
Georgia Institute of Technology - Georgia Tech College of Management
Bachelor of Science (B.S.), Management
Taproot Foundation 2011 - Present
Financial Planning Association 2009 - Present
Society of Certified Employee Benefits Specialists (CEBS) 2011 - Present
Mass Mutual Financial Group 2011 - 2012
Reich & Tang/Natixis Asset Management 2008 - 2009
Reich & Tang/Natixis Asset Management 2005 - 2008
Merrill Lynch 2005 - 2005
TIAA-CREF 2001 - 2004
TIAA-CREF 1998 - 2001
TIAA-CREF 1994 - 1998
Skills
Strategy, Marketing Communications, Series 7, Project Management, Marketing Strategy, Program Management, Strategic Communications, Marketing, CRM, New Business Development, Budgets, Strategic Planning, Recruiting, Sales, Management, Consulting, Financial Services, Leadership, Digital Marketing
Education
City University of New York-Brooklyn College
BA, Television & Radio
Rutgers University-New Brunswick
Mini-MBA, Digital Marketing
ConnectiCare January 2010 - January 2011
ConnectiCare 2010 - 2011
MassMutual Financial Group September 2008 - October 2010
Mass Mutual Financial Group January 2008 - January 2010
Peoples United Bank January 2006 - January 2007
Radio Shack January 2002 - January 2006
Education
University of Connecticut (Greater Hartford)
Colorado Technical University
Turlington Reeves & Orlando PLL July 2013 - Present
Sotam Inc January 2013 - July 2013
JCG ACCOUNTING FIRM September 2011 - January 2013
Mass Mutual Financial Group September 2010 - December 2010
Wachovia Bank August 2006 - May 2010
Neighborhood Tax Center January 2009 - April 2009
Skills
Auditing, Reconciliation, Tax, Data Entry, Accounting, Excel, Customer Service, QuickBooks, Account Reconciliation
Education
Houston Baptist University 2008 — 2010
Bachelor of Business Administration (BBA), Accounting and Business
BillRowleyPhotography.com May 2006 - Present
Mass Mutual Financial Group 1990 - 2006
HBO &Co 1987 - 1990
Skills
Photography, Vendor Management, Image Editing, Fine Art, Travel Photography, Art, Digital Photography, Visual Arts, Lightroom, Contemporary Art, Photoshop, Photos, Fine Art Photography
Education
University of Massachusetts, Amherst 1983 — 1985
Certificate, Computer Science
The University of Chicago 1971 — 1974
MA, Anthropology
Amherst College 1967 — 1971
BA, Anthropology
Mass Mutual 2010 - Present
MassMutual September 1985 - Present
MassMutual Financial Group 1985 - Present
Mass Mutual Financial Group 1984 - Present
Skills
SDLC, Integration, TOGAF, Websphere, Business Architecture, Enterprise Architecture, SOA, Mainframe, Business Requirements, Business Process Design, Application Architecture, Visio, Business Intelligence, SharePoint, Sybase, DB2, Requirements Analysis, Solution Architecture, COBOL, Data Modeling, Architecture, Enterprise Software, Architectures, Business Process, Systems Analysis
Education
American International College 1978 — 1980
BS, Management
Mass Mutual Financial Group 2001 - Present
MassMutual Financial Group 2000 - Present
MassMutual November 2000 - 2012
Skills
Fundraising, Analysis, Management, Strategy, Staff Development, Leadership, Organizational..., Social Networking, Leadership Development, Strategic Planning, Team Building, Research, Editing, Policy, Higher Education, Budgets, Recruiting, Nonprofits, Public Speaking, Community Development, Event Planning, Program Development, Training, Volunteer Management
Education
American International College 1985 — 1989
Bachelor's degree, Dual major in psychology & sociology
Bachelor plus MA credits
Kforce Professional Staffing March 2011 - April 2013
Mass Mutual Financial Group July 2003 - January 2006
Merrill Lynch July 2002 - June 2003
Strothman & Company July 1999 - June 2002
Self employed July 1996 - June 1999
E.ON November 1991 - January 1995
Ernst & Young June 1988 - October 1991
US Army September 1980 - October 1984
Education
Eastern Kentucky University 1985 — 1988
BSBA Accounting, Accounting
Mass Mutual Financial Group May 2007 - August 2007
Internal Revenue Service December 2006 - April 2007
Education
Roosevelt University 2009 — 2010
Master of Science, Accounting
Illinois State University 2004 — 2008
Bachelor of Science, Finance
J Farrell Browne, Jr CPA 2003 - Present
Experis (formerly Jefferson Wells) 2003 - March 2014
Paradigm Financial Advisors, LLC 2000 - 2003
Mass Mutual Financial Group 1998 - 2000
Auto Rental, Inc. (d/b/a National Car Rental) 1985 - 1998
Additional Representative Professional Positions 1972 - 1985
Skills
Thought Leadership, Financial Reporting, Cash Management, Cash Flow, Process Improvement, Operations Management, Internal Controls, Financial Analysis, Mergers, Due Diligence
Education
CPA - Missouri 1975 — 2018
Regis University 1968 — 1972
B.S. - Accounting
Chaminade College Preparatory 1963 — 1968
Gloucester-Mathews Care Clinic September 2014 - Present
Eckert Seamans Cherin & Mellott, LLC July 2010 - September 2014
Stella & Dot March 2012 - 2014
Mass Mutual Financial Group March 2010 - July 2010
Gros Ventre River Ranch June 2009 - September 2009
Southernn Homes and Gardens May 2008 - August 2008
Rosemont Gardens January 2006 - April 2008
Skills
Google Docs, Blogger, Microsoft Office (Word,..., Adobe Photoshop Elements, Lotus Notes, WordPress, Adobe Acrobat, Social Media, Problem Solving, Leadership, oral/written..., Team Building, peformance and..., Self-starter, works great with groups..., Social Networking
Education
Huntingdon College 2004 — 2009
Business, Marketing
Huntsville High School 2000 — 2004
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors April 2011 - Present
Strategic Planning Group February 2008 - March 2011
Mass Mutual Financial Group July 2007 - February 2008
Skills
Series 7, Investments, Securities, Series 63, Retirement Planning, Mutual Funds, Financial Services, Insurance, Portfolio Management, Retirement, Financial Analysis, Series 6, Estate Planning, Strategic Financial..., Fixed Annuities, Financial Advisory, Finance, Life Insurance
Education
Georgia State University 2006 — 2010
BS, Political Science & Economics
Georgia State University
AXA Distributors, LLC May 2015 - Present
Symetra Financial March 2011 - April 2015
First Mercantile a subsidary of Mass Mutual Financial Group September 2009 - February 2011
Mass Mutual Financial Group March 2007 - September 2009
Genworth Financial June 2006 - March 2007
Allianz Life March 2003 - June 2006
Allianz Life Financial Services, LLC 2003 - 2006
MetLife Investors September 2000 - March 2003
Skills
Series 6, Fixed Annuities, Retirement, Investments, Securities, Life Insurance, Series 65, Financial Services, 401k, Series 7, Mutual Funds, Retirement Planning, Financial Advisory, IRAs, Wealth Management, Asset Allocation
Education
Augsburg College 1993 — 1997
Environmental Science
Bricks 4 Kidz June 2011 - Present
MSI SYSTEM INTEGRATORS March 2008 - March 2010
Mass Mutual Financial Group July 2005 - December 2007
West Corporation January 2005 - July 2005
First Data International July 2003 - December 2004
First Data Corporation January 2000 - December 2004
First Data Corporation August 1998 - February 2000
First Data Corporation October 1994 - December 1999
Skills
Customer Service, Account Management, Training, Strategic Planning, Business Analysis, Project Management, Financial Services, Process Improvement, Team Leadership, Program Management, Management, Leadership, Microsoft Word, Analysis
Education
Creighton University 1984 — 1988
Bachelor of Science, Finance
Integral Financial & Insurance Solutions, Inc January 2009 - Present
Mass Mutual Financial Group January 2009 - Present
Integral Financial & Insurance Solutions, Inc January 2009 - Present
Creative Communications, Inc January 2008 - August 2008
Education
Florida International University 2006 — 2008
B.S. Communications, Public Relations
Florida International University - College of Business Administration 2006 — 2008
Certificate, Entreprenuership
Grace Financial Group, LLC April 2007 - Present
Mass Mutual Financial Group March 2005 - April 2007
Edward Jones February 2003 - March 2005
Skills
Retirement Planning, Investments, Fixed Annuities, Employee Benefits, Strategic Financial..., Social Security, IRA's, 401k Rollovers, Annuities, IRAs, 401k, Wealth Management, Financial Planners, Wealth Accumulation, Mutual Funds, Financial Services, Long Term Care Insurance, Estate Planning, Investment Advisory, Financial Advisory, Life Insurance, National Social..., Retirement, Insurance, Critical Illness, Disability Insurance, Roth IRA, Fixed Income, Long-term Care, Savings, Health Insurance, Small Business, Series 63, Income Protection, Alternative Investments, Financial Planning, Brokers, Mortgage Lending, Whole Life, Pensions, High Net Worth..., Investment Strategies, Asset Allocation, Asset Management, Portfolio Management, Equities, Universal Life, Personal Finance, Securities, Underwriting
Education
Seton Hall University 1980 — 1984
MBA, Finance
University of Michigan 1969 — 1972
Bachelor of Science, Economics
Greystar September 2014 - July 2015
Weatherford May 2013 - February 2014
Mass Mutual Financial Group September 2011 - December 2011
Miyako Japanese Restaurant June 2011 - August 2011
Indonesia public elementary school August 2008 - June 2009
Giordano June 2006 - August 2006
Skills
Accounting, Food & Beverage, Retail, Entrepreneurship, Inventory Management, Public Speaking, Entrepreneurial Skills, Process Flow..., JDE One World, Showcase Query, Excel models, Financial Analysis, Internal Controls, baking & pastry, Auditing, Customer Service, Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Access
Education
Houston Community College 2014 — 2015
CPA courses
C.T. Bauer College of Business, University of Houston 2009 — 2014
Bachelor of Business Administration, Entrepreneurship and Accounting, 3.457
Art Institute of Houston 2011 — 2013
Associate of Applied Science, Baking and Pastry, 3.9
John Cabot University, Rome, Italy 2010 — 2010
Bachelor, Accounting
JPMorgan Chase & Co. August 2015 - Present
Webster Investments September 2008 - August 2015
Mass Mutual Financial Group September 2004 - September 2008
Education
Plymouth State University
Business Administration and Management, General
Intermountain Community Capital Corporation 2003 - Present
American InterContinental University 2012 - 2013
Walden University 2012 - 2012
Western Governors University 2005 - 2012
Stevens-Henager College March 2010 - October 2011
Argosy University 2009 - 2011
Utah State University 2001 - 2003
Mass Mutual Financial Group January 2000 - June 2002
Wells Fargo Capital Finance (previously First Security Capital Markets) 1998 - 1998
Business Venture Specialists 1988 - 1998
Education
Nova Southeastern University-Huizenga Graduate School of Business Administration
Doctor of Business Administration, Strategic Management and Entrepreneurship
Brigham Young University-Marriott Graduate School of Management
Master of Public Administration (M.P.A.), Strategic Management and New Venture Development
Brigham Young University - Marriott School of Management
B.S. Degree in Business Administration, Marketing and Economics
Fortress Finanical, LLC August 2014 - Present
Mass Mutual Financial Group November 2004 - August 2014
Morgan Stanley January 1996 - November 2004
Skills
401(k) Rollovers, Asset Allocation, Investments, Business Owner Planning, Business Succession..., Insurance, Investment Planning, Investment Strategies, Retirement Planning
Education
Rowan University 1988 — 1990
BS, Business-Accounting
Richard Stockton College of New Jersey 1985 — 1988
Accounting and Finance
Ocean City High School 1981 — 1985
College/University Preparatory and Advanced High School/Secondary Diploma Program
Aria @City Center January 2015 - Present
MGM Grand Hotel & Casino Las Vegas April 2014 - December 2014
MGM Grand Hotel & Casino Las Vegas May 2013 - April 2014
Luxury Homes of Las Vegas March 2011 - January 2012
Mass Mutual Financial Group March 2009 - May 2011
MGM Grand January 1996 - November 1998
Skills
Microsoft Office, PowerPoint, Excel, Marketing Strategy, Bookkeeping, Management, Business, Office Administration, Marketing Communications, Office Management, Mac, WebEx, Training and Development
Education
The Richard Stockton College of NJ 1992 — 1994
BA, Business/Communications
Bloomfield College 1990 — 1992
Bachelor of Arts (B.A.), Communication and Media Studies
A&A Search LLC (TJX) May 2015 - Present
Thirty-One Gifts August 2014 - Present
MAPFRE U.S.A. Corp. August 2012 - April 2015
MAPFRE U.S.A. Corp. March 2011 - August 2012
Mass Mutual Financial Group November 2007 - March 2011
Skills
Management, Process Improvement, Insurance, Call Centers, Business Analysis, General Insurance, Training, Customer Service, Vendor Management, Property, Leadership, Sales, Budgets, Time Management
Education
Becker College
Bachelor of Science, Business Administration Concentration Management, Cum Laude
RetailMeNot, Inc. July 2014 - Present
RetailMeNot, Inc. January 2013 - June 2014
RetailMeNot, Inc. November 2011 - December 2012
Mass Mutual Financial Group January 2011 - November 2011
Gap Inc. February 2008 - November 2011
Gap Inc. February 2008 - May 2011
Kumon Learning Center June 2006 - May 2007
Education
Texas State University-San Marcos 2007 — 2011
BA, Bachelor of Fine Arts in Communication Studies; Minor in Business Administration
Richmond, The American International University in London 2009 — 2009
European Art and Architecture
JL Davis Financial Corporation April 2004 - Present
Foundation For Financial Wellness 2012 - 2013
Mass Mutual Financial Group August 2002 - April 2004
Winter Park Resort October 2000 - August 2002
Skills
Financial Planning, Investments, Estate Tax Planning, Strategic Financial..., Wealth Management, Public Speaking, Social Media, Microsoft Office, Financial Services, Business Planning, Forecasting, Accounting, Negotiation, Strategic Planning, Sales, Finance, Marketing, Customer Service, Marketing Strategy, Non-profits, Microsoft Excel, Management Consulting, Coaching, Nonprofits, Financial Advisory, Wealth, Investment Strategies, IRAs, Small Business, Securities, Series 7, Retirement Planning, Financial Planners, Fixed Annuities, Long-term Care, Estate Planning, Investment Management, 401k, Employee Benefits, Wealth Accumulation, Asset Allocation, Trusts, Roth IRA, Investment Advisory, Personal Finance, Insurance, Mutual Funds
Education
The American College 2003 — 2011
CFP®, ChFC®, Advanced Financial Planning, Wealth Management
Colorado State University 1996 — 2000
Bachelor of Science
Nationwide Insurance 2015 - Present
The AJG Agency June 2005 - Present
North Shore Financial Group, An Office of MetLife March 2003 - June 2005
National Life of Vermont June 2002 - December 2002
MetLife May 2001 - June 2002
Metlife May 2000 - May 2001
Mass Mutual Financial Group September 1999 - May 2000
Metlife October 1995 - September 1999
Skills
Fixed Annuities, Retirement Planning, Retirement, Long Term Care Insurance, Life Insurance, Financial Advisory, Disability Insurance, IRAs, Financial Services, Term Life Insurance, Whole Life, Critical Illness, Universal Life, 401k, Insurance, Long-term Care, Wealth Management, Leadership, Financial Planning, Sales, Series 7, Strategic Financial..., Entrepreneurship, Microsoft Office, Social Media Marketing, Lead Generation, Leadership Development, Team Leadership, Bookkeeping, Small Business, Customer Service, Compliance, B2B Marketing, Proposal Writing, Qualifying Prospects, Microsoft Excel, Recruiting, Seminars, College Education..., Self-starter, Self-driven, Selling, Solution Selling, College Savings Plans
Education
Market Trend Signal 2012 — 2013
Stock And Options Training Course
H&R Block 2000 — 2000
Tax Preparer Certificate, Federal & State Income Tax Preparation
Long Island University, C.W. Post Campus 1997 — 2000
Financial Planning Certificate, Financial Planning and Services
Suffolk County Community College 1981 — 1983
Associate's degree, Business Administration and Management, General
Adelphi University 1980 — 1981
Accounting
Tyco March 2015 - Present
iCan Benefit Group March 2013 - March 2015
SBA Communications July 2013 - October 2013
Tyco Fire & Security October 2012 - March 2013
Tyco Fire & Security June 2012 - October 2012
Umbach Financial Group October 2011 - June 2012
Mass Mutual Financial Group May 2010 - July 2010
Skills
Accounting, Microsoft Excel, Financial Analysis, Forecasting, Finance, Corporate Finance, Financial Reporting, Microsoft Word, PowerPoint, Account Reconciliation, General Ledger, Oracle Applications, Financial Modeling, Analysis, Auditing, Mergers & Acquisitions, Cash Flow Forecasting, Business Valuation, Forensic Accounting, Essbase
Education
Florida Atlantic University 2014 — 2015
Master of Accounting, Business Valuation
Florida Atlantic University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Spanish River High School
Mass Mutual Financial Group November 2010 - Present
Great-West Retirement Services January 2010 - November 2010
John Hancock September 2004 - December 2009
John Hancock Financial Services September 2004 - December 2009
Amerihome Mortgage 1998 - August 2004
Skills
Financial Advisory
Education
College of DuPage 1988 — 1990
Criminal Justice
Southshore Software QA/BA Group February 2014 - Present
Mass Mutual Financial Group March 2014 - June 2014
Citizens Bank September 2013 - December 2013
Senior Whole Health March 2013 - August 2013
State Street - Global Product Management February 2012 - December 2012
State Street - Retiree Services Product Development July 2010 - February 2012
State Street - Retiree Services Product Development February 2008 - May 2010
State Street Global Advisors February 2005 - February 2008
CitiStreet – Implementation Services September 2004 - January 2005
Investors Bank & Trust June 2004 - September 2004
Skills
Quality Assurance, Software Quality..., Integration, Business Analysis, Business Requirements, SDLC, Financial Services, Product Management, Process Improvement, Requirements Gathering, Product Development, Risk Management, QA Experienced Software..., BA Data Requirements..., TECHNICAL SKILLS..., Testing, Software Documentation
Education
State University of New York College at Purchase 1979 — 1982
Bachelor's degree, Environmental Science
Owner-Independent Broker July 2013 - Present
Mass Mutual Financial Group June 2009 - June 2013
BridgeStreet Worldwide June 2006 - June 2008
Bridgestreet Worldwide August 2005 - June 2006
Bridgestreet Worldwide July 2000 - April 2005
BridgeStreet Worldwide August 1998 - July 2000
Mintech Corporation August 1997 - July 1998
Skills
Insurance, Disability Insurance, Marketing, Long Term Care Insurance, Customer Satisfaction, Management, Team Building, Budgets, CRM, Fixed Annuities, Life Insurance, Sales Management, Investments, Account Management, Revenue Analysis, Cold Calling, Real Estate, Salesforce.com, Hospitality Industry, Sales Process, Hospitality Management, Sales Operations, Team Leadership
Education
St. Francis University 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Mass Mutual Financial Group June 2004 - Present
CMNA RACING 2000 - 2011
Skills
Series 7, Retirement, 401k, Strategic Planning, Fixed Annuities, Team Building, Financial Analysis, Asset Management, Retirement Planning, Investments, Life Insurance, Insurance, Management, Mutual Funds, Financial Services, Microsoft Office, Outlook, Customer Service, Accounting
Education
Bentley University 1996 — 2000
BS, Economics and Finance
FAA January 2012 - Present
Federal Aviation Administration July 2009 - January 2012
MCR March 2007 - July 2009
Deloitte Consulting March 2004 - March 2007
Mass Mutual Financial Group June 2003 - March 2004
Skills
Management Consulting, Program Management, Strategic Planning, Project Planning, Business Planning, Strategic Financial..., Project Management, Project Portfolio..., Federal Government, Federal Law, Federal Budget, FAA, Department of..., Change Management, Operations Management
Education
Virginia Polytechnic Institute and State University 2007 — 2010
Masters, Public Administration
Drew University 2000 — 2003
Bachelor, Economics
Mass Mutual Financial Group October 2009 - Present
RSIG Security, Inc August 2003 - October 2009
Education
Central Michigan University 2005 — 2009
Business Administration, Finance
Charter Oak Insurance and Financial Services Co. November 2005 - Present
Mass Mutual Financial Group 2002 - 2005
MassMutual Financial Group May 2003 - April 2004
Nantucket Island Resorts March 2002 - May 2003
Skills
Marketing, Event Management, Public Relations, Public Speaking, Corporate Events, Event Planning, Budgets, Leadership, Management, Sales, Social Media Marketing, Sponsorship, Strategy, Trade Shows, Customer Service
Education
Isenberg School of Management, UMass Amherst 2005 — 2007
Bachelors, Business
Becker College
Associates of Science, Travel & Tourism
Academy of Flight
Aircraft Dispatcher, Aviation
Sun Life Financial October 2012 - Present
Principal Financial Group August 2008 - 2012
Unum Group August 2006 - August 2008
The Guardian Life Insurance Company of America March 2004 - August 2006
Mass Mutual Financial Group May 1996 - February 2004
Skills
Health Insurance, Employee Benefits, Insurance, Benefits Administration, Group Medical, Self-funded, Accident, LTD, Group Insurance, ERISA, Sales, Universal Life, Critical Illness, Long Term Care Insurance, Medicare, Whole Life, Accident Insurance
Education
Charter Oak State College 2001 — 2005
Business, Management, Marketing, and Related Support Services
Umass- Amherst 1994 — 1996
Holyoke Community College 1991 — 1993
Associate's degree, Business, Management, Marketing, and Related Support Services
Illinois Department of Employment Security November 2011 - Present
Mass Mutual Financial Group April 2009 - September 2010
Comcast Spotlight May 1997 - July 2008
WGCA-FM/Great Commission Broadcasting January 1994 - January 1997
U.S. Army November 1985 - March 1988
Skills
Employee Relations, Human Resources, Employee Benefits, Recruiting, Onboarding, Management, Leadership, Training, Policy, Personnel Management, Payroll, Program Management, CRM, Organizational..., Interviews, Leadership Development
Education
Lincoln Christian University 1988 — 1993
Philosophy/Theology
Parkland College
Business Administration Major
Roseville High School
Wells Fargo August 2014 - Present
Mass Mutual Financial Group April 2011 - August 2014
Virginia Commonwealth University May 2010 - December 2010
Skills
Employee Benefits, Finance, Investments, Insurance, Long Term Care Insurance, Retirement, Disability Insurance, Retirement Planning, Access, Securities, Financial Analysis, Financial Services, Estate Planning, Analysis, Life Insurance, Series 7, Series 63, Life & Health Insurance...
Education
Virginia Commonwealth University - School of Business 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Purdue University 2006 — 2007
Administration, Business
Heritage Hall 2002 — 2006
Fidelity Investments August 2012 - Present
Saxon Mortgage 2009 - 2011
Mass Mutual Financial Group August 2007 - June 2009
First Horizon Home Loans March 2001 - August 2007
Alltel Information Systems March 1999 - September 2001
Alltel Information Systems/Systematics, Inc. March 1994 - March 1999
Systematics, Inc 1991 - 1994
Skills
User Acceptance Testing, End-to-end Testing, JCL, VSAM, IBM Utilities, IBM 3090, Business Analysis, Requirements Management, Requirements..., Quality Center, Test Management, Disaster Recovery, Functional...
Education
Professional Development Institute (UNT) 2002 — 2004
The University of Texas at Austin 1991 — 1993
Bachelor of Liberal Arts
Austin Community College 1989 — 1991
Associate of Science
Adecco Engineering & Technology June 2014 - Present
Adecco Engineering & IT January 2014 - June 2014
Adecco Engineering and Technical July 2013 - January 2014
Adecco Information Technology May 2010 - July 2013
Transportation Resources October 2007 - May 2010
Mass Mutual Financial Group January 2007 - August 2007
Skills
Recruiting, Technical Recruiting, Screening Resumes, Interviews, Account Management, Strategic Sourcing, Talent Management, New Business Development, Executive Search, Sourcing, Temporary Staffing, Human Resources, Management, Sales Management, Talent Acquisition, Recruitment Advertising, Contract Recruitment, Staffing Services, Search, Applicant Tracking..., Permanent Placement, Internet Recruiting, CRM
Education
Canisius College 2002 — 2006
Bishop Timon Saint Jude High Scool 1998 — 2002
Mass Mutual Financial Group January 2008 - Present
Education
Tamkang University 1965 — 1969
Pigott, Inc. October 2010 - Present
Mass Mutual Financial Group September 2008 - August 2010
MassMutual Financial Group September 2008 - August 2010
Pigott, Inc. July 2006 - September 2008
Skills
Space planning, Process Scheduler, Customer Service
Education
Luther College 2002 — 2006
Euler Hermes October 2010 - Present
First Data November 2008 - October 2010
Paychex January 2005 - November 2008
Mass Mutual Financial Group February 2003 - January 2005
SourceNet Solutions August 2000 - January 2002
Education
Texas A&M University 1996 — 2000
BBA, Marketing
Katy High School 1992 — 1996
District of Columbia Government October 2008 - Present
Cogent Communications July 2008 - October 2008
Mass Mutual Financial Group July 2006 - May 2008
Education
Hampton University 2002 — 2006
Frontier Communications May 2014 - Present
JPMorgan Chase July 2012 - May 2014
PepsiCo August 2010 - July 2012
PepsiCo 2007 - 2009
Dell Inc January 2008 - February 2008
The Hartford Insurance Group September 2006 - March 2007
Mass Mutual Financial Group April 2005 - August 2006
McAfee August 2004 - March 2005
Skills
Teradata, Informatica, Business Intelligence, ETL, Data Warehousing, SDLC, Business Objects, UNIX, Enterprise Architecture, Requirements Analysis, Data Profiling, Data Analysis, Databases, Automation, ETL Architecture, Abinitio, Informatica Power..., Data Warehouse..., Teradata Data Warehouse, Performance Tuning, Control-M, DB2, Data Integration, Unix Shell Scripting, Oracle, Data Modeling, Erwin, Sybase
Education
Wright State University 2002 — 2004
Masters, Engineering
Jawaharlal Nehru Technological University 1997 — 2001
Bachelor of technology, Electronics and Communications
Match.com September 2010 - Present
Match.com March 2009 - September 2010
Mass Mutual Financial Group August 2007 - January 2009
Skills
Microsoft SQL Server, SDLC, SQL, TFS, Agile Methodologies, Database Design, SSRS, SSIS, .NET, XML, Databases, T-SQL, C#, Scrum, IIS, Quality Assurance, ETL, Web Services, Data Warehousing, Visual Studio, Software Development, Web Applications
Education
University of New Haven 1997 — 2000
Masters, Computer & Information Science
L.D College of Engineering - Ahmedabad 1990 — 1994
Bachelors, Civil Engineering
Doug Burg Insurance Specialist March 1997 - Present
Allstate Insurance Agency March 2013 - November 2014
CUNA Mutual Group March 2007 - December 2011
Colorado LTC Advisors 2003 - 2009
Colorado Benefit Advisors August 2003 - April 2008
Mass Mutual Financial Group 2005 - 2007
Capstone Financial Assurance 2003 - 2005
Long Term Preferred Care February 1997 - June 2003
Sunrise Assisted Living 1995 - 1996
Westat February 1988 - April 1995
Skills
Insurance, Life Insurance
Education
Frederick Community College 1984 — 1989
AA, Information Systems
University of Maryland Baltimore County
Mass Mutual Financial Group June 2000 - Present
Berkshire Life May 1995 - May 2000
Mass Mutual Financial Group 1993 - 1995
monarch Life Insurance Company 1986 - 1993
Skills
ABAP, IT Strategy, SQL, Data Warehousing, Employee Benefits, SDLC, SAP R/3, Requirements Analysis, Visio, Business Intelligence, SAP Netweaver, Management, ITIL, Master Data, SAP HR, SAP FI, Integration, Business Analysis, SAP, Human Resources, Microsoft SQL Server, Testing, SOA, Enterprise Architecture, ERP
Education
Butler University 1982 — 1985
BS, Physics
N/A - Retired June 2014 - Present
Mass Mutual Financial Group January 2013 - June 2014
The Hartford August 2011 - December 2012
The Hartford October 2008 - August 2011
Hartford Life October 2006 - October 2008
The Hartford March 1997 - October 2006
Aetna, INC. March 1981 - March 1997
Skills
Insurance, Business Analysis, Strategic Planning, Integration, Vendor Management, Process Improvement, Data Warehousing, Governance, Program Management, Mergers & Acquisitions, Project Management, Leadership, People Skills, Project Portfolio..., SharePoint, Visio, Business Intelligence, Enterprise Architecture, Analysis, SDLC, Product Management, Requirements Gathering, Management, Business Requirements, Risk Management, PMO, Resource Management, IT Strategy, Business Process..., PMP, Business Process, Financial Services, Software Project..., Information Technology, Outsourcing, IT Management, Requirements Analysis, Disaster Recovery, Data Migration, Project Delivery
Education
East Meadow High School
State University of New York College at Oneonta
B.S., Mathematics, Math Ed, Computer Science
The University of Connecticut
MBA, Finance
State Street Bank March 2008 - Present
New York Life Insurance Co May 2006 - Present
Mass Mutual Financial Group June 2007 - March 2008
BearingPoint Corporation January 2007 - May 2007
Education
Bryant University
Bachelor of Science, Business Administration; Financial Services
Northeastern University
Masters, Business Administration
Looking for Sales and Sales Management Professionals May 2014 - Present
New York Life December 2004 - Present
Mass Mutual Financial Group March 1997 - December 2004
Southern Health Services January 1990 - February 1997
Skills
Series 63, Series 7, Employee Benefits, Small Business, Whole Life, Variable Annuities, Wealth Accumulation, Pensions, Health Insurance, 401k Rollovers, Investment Advisory, Strategic Planning, Buy-sell Agreements, Wealth, Coaching, Retirement Plan..., Insurance
Education
American College 2006 — 2011
CLF, Chartered Leadership Fellow
Lynchburg College 1971 — 1975
Bachelors, Business
United Auto Credit Corporation February 2013 - Present
AutoDrive August 2012 - February 2013
State Street Bank February 2008 - September 2010
Mass Mutual Financial Group June 2007 - March 2008
BearingPoint Corporation January 2007 - May 2007
New York Life Insurance Co May 2006 - January 2007
Skills
Insurance, Project Management, Microsoft Excel, Outlook, Financial Planners, Pricing, Essbase, PowerPoint, Finance, Spreadsheets, Operations Management, Financial Reporting, Sales, Customer Retention, Credit Analysis, Credit Scoring, Troubleshooting, Market Research, Consumer Financing, Access, Management, Leadership, Financial Services, Customer Service, Microsoft Office, Microsoft Word
Education
Bryant University 2003 — 2007
Bachelor of Science, Business Administration; Finance
Northeastern University
Masters, Business Administration
Picture Perfect Painting May 2007 - Present
Mass Mutual Financial Group May 2005 - April 2007
MassMutual September 1997 - May 2005
Skills
Fixed Annuities, Series 6, Strategic Financial..., Sales, Series 63, Life Insurance, Investments, Retirement, Insurance, Retirement Planning, Mutual Funds, Customer Service, Marketing, Securities, Financial Advisory, Financial Services, Leadership, Sales Management, Series 7, Financial Planning
Education
Ithaca College 1987 — 1991
Facebook March 2012 - Present
Travelers May 2009 - March 2012
Travelers Insurance June 2008 - August 2008
Mass Mutual Financial Group June 2007 - August 2007
Skills
Project Management, Process Engineering, Process Improvement, Product Development, Social Media, Data Analysis, Business Analysis, Quality Assurance, Program Management, Analysis, Leadership, Risk Management, Team Leadership, Cross-functional Team..., Testing
Education
Rensselaer Polytechnic Institute 2005 — 2008
B.S., Management & Technology
Ironridge Wealth Management 2013 - Present
Mass Mutual Financial Group May 2001 - November 2013
Prudential Financial September 1998 - May 2001
Skills
Financial Services, Financial Analysis, Wealth Management, Employee Benefits, Finance, Investments, Retirement, Insurance, Retirement Planning, Strategic Financial..., Estate Planning, Small Business, Fixed Annuities, Financial Planning
Education
University of Massachusetts, Amherst 1974 — 1976
MBA, Business
Seton Hall University 1965 — 1969
BS, Marketing
UnitedHealth Group August 2011 - November 2012
Aetna January 2010 - August 2011
Aetna October 2008 - January 2009
Travelers Insurance Co September 2006 - October 2008
Mass Mutual Financial Group August 1998 - September 2006
CIGNA April 1982 - August 1998
Skills
Team Building, Customer Service, Governance, Business Process, PMO, PMP, Project Delivery, Disaster Recovery, Six Sigma, Claim, Solution Architecture, Software Development, Change Management, Business Analysis, Quality Assurance, Technical Recruiting, Insurance, Business Process..., Databases, Project Management, DB2, Project Portfolio..., Leadership, Testing, Integration, Program Management, Requirements Gathering, Management, Resource Management, Continuous Improvement, Leadership Development, Project Planning, JCL, Software Documentation, SDLC, Software Project..., Process Improvement, Vendor Management, Waterfall, Data Analysis, Requirements Analysis, Visio, Budgets, COBOL, Business Requirements, Strategy, Analysis, Training, Team Leadership
Education
University of Missouri-Rolla 1973 — 1975
Pending, MS in Computer Science
Edinboro University of Pennsylvania 1969 — 1973
BS, Mathematics
Mass Mutual Financial Group September 2008 - Present
Skills
Call Center, Fixed Annuities, Financial Services, Investments, Retirement Planning, Management, Insurance, Operations Management, Retirement, Disability Insurance, Call Centers, Credit, Strategic Planning, Life Insurance, Team Building, Estate Planning, Team Leadership, Process Improvement, Analysis
Education
Centre College 1985 — 1989
Bachelor's degree, Economics
Transamerica Financial Advisors, Inc October 2005 - February 2010
Mass Mutual Financial Group July 2004 - November 2005
Education
Alvernia University 2001 — 2004
B.S., BUSINESS ACCOUNTING/FINANCE BUSINESS ADMINISTRATION
LPL Financial - offices of Weisman, Tessier, Lambert & Halloran March 2008 - Present
Mass Mutual Financial Group February 2006 - March 2008
State Street February 2004 - February 2006
Skills
Retirement Planning, Mutual Funds, Disability Insurance, Insurance, Long-term Care, Securities, Financial Advisory, Financial Services, 529 Plans, Employee Benefits, Asset Allocation, Investments, 401k, Wealth Management, Finance, Series 63, Strategic Financial..., Retirement, Pensions, IRAs, Health Insurance, Profit Sharing, Estate Planning, 401k Rollovers, Simple IRA, Roth IRA, ETFs, Life Insurance, Long Term Care Insurance, Business, Buy-sell Agreements, Business Continuity..., Asset Managment, SEP IRA, Stocks, Bonds, REIT, Dental Insurance, Group Benefit Plans, Voluntary Employee..., Non-Qualified Deferred..., Rollovers
Education
Northeastern University 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Marketing Dual Major
Industry Licenses
Leadership Greater Nashua
MassMutual Financial Group September 2013 - Present
Mass Mutual Financial Group July 2007 - October 2013
Skills
Risk Management, Speed Reading, Financial Services, Leadership, Reading Comprehension, Retirement Planning, Determination to Succeed, Microsoft Office, Competitive Intelligence, Insurance, Finance, Vendor Management, Customer Service
Education
American International College 2002 — 2003
M.S, psychology
Endicott College 1994 — 1998
B.S, Psychology
Ludlow high
Art Brucks State Farm Agency May 2011 - Present
Steve Ernst State Farm Agency October 2010 - August 2011
Mass Mutual Financial Group March 2010 - December 2010
Northwestern Mutual Financial Network 2008 - March 2010
Nolan Catholic High School 2003 - 2008
Skills
Long Term Care, Disability Insurance, Annuities, Retirement Planning, Insurance
Education
The University of Dallas 1988 — 1991
M.R.E., Theology
Cleveland Institute of Music 1981 — 1983
M.M., Voice
St. Olaf College 1977 — 1981
B.A., Music Education
G4S Technology SS July 2014 - Present
G4S Technology SS February 2012 - June 2014
Mass Mutual Financial Group November 2006 - February 2012
MetLife November 2003 - October 2006
Patni Computer Systems 2003 - 2006
Bajaj Auto Ltd 2001 - 2003
Skills
SDLC, Project Management, Software Project..., Software Development, Requirements Analysis, Agile Methodologies, Program Management, Business Analysis, Certified Scrum Master..., Testing, Vendor Management, MS Project, Quality Assurance, Integration, Pre-sales, Requirements Gathering, Visio, Insurance, Business Strategy, Six Sigma, Key Client Relationships, Account Management, Product Management, Operations Management, Change Management, Scrum
Education
Malaviya National Institute of Technology 1997 — 2001
Bachelor of Engineering, Electronics & Communications Engg
Umakanta Academy 1995 — 1997
High School, Science
F & M Appraisal Group October 2005 - Present
Pasta Loft Restaurant July 2003 - January 2006
Pasta Loft 2003 - 2006
Mass Mutual Financial Group January 2002 - January 2003
Education
Saint Michael's College 1997 — 2001
Bachelor's, History/Fine Arts
Eagle Environmental Construction May 2013 - Present
Mass Mutual Financial Group January 2012 - October 2013
Independent Contractor March 2009 - December 2011
AT&T November 2000 - February 2009
Skills
Telecommunications, Vendor Management, Project Management, Program Management, Cloud Computing, Call Center, Networking, Strategic Planning, Team Building, SaaS, Cross-functional Team..., Account Management, Leadership, Business Development, Strategy
Education
Golden Gate University 1996 — 1997
MBA, Technology Management
Golden Gate University 1994 — 1996
BS, Telecommunications Management
Blue Shield of California June 2013 - Present
SBM Site Services, LLC May 2012 - April 2013
Heritage Hotel Group February 2010 - May 2012
Mass Mutual Financial Group January 2009 - September 2009
Ameriprise Financial Advisors May 2008 - August 2008
Education
California State University-Sacramento 2010 — 2012
Master of Business Administration (MBA)
Point Loma Nazarene University 2005 — 2008
Bachelor's degree, Business Administration and Management, General
Mass Mutual Financial Group November 2006 - Present
CNA 2003 - 2006
Sedgwick CMS 1999 - 2002
Education
California State University-Sacramento 1985 — 1987
B.S., Business Management
University of California, Davis 1981 — 1984
Physiology
Travelers October 2012 - Present
DST Insurance Solutions 2012 - 2012
CIGNA Corp. 2012 - 2012
Rogers Corp. 2011 - 2011
Mass Mutual Financial Group 2005 - 2009
Trumbull Street Investments (Citigroup Insurance Investments-Acquired by MetLife, July 2005) 2001 - 2005
The Hartford (HIMCO) 1996 - 2001
Massachusetts Mutual Life Insurance Company 1996 - 1996
Connecticut Mutual Life Insurance Company 1982 - 1996
Skills
Insurance, Mergers, Budgets, Process Improvement, Analysis, Vendor Management, Accounting, Project Management, Strategic Financial..., Risk Management, Microsoft Excel, Customer Service, Team Leadership, Strategic Planning, Business Analysis, Microsoft Office, Portfolio Management, Project Planning, Financial Analysis, Securities, Mutual Funds, Mergers & Acquisitions, Access, Business Process..., Financial Reporting, Forecasting, Financial Services, Finance, Banking, Financial Risk, Financial Modeling, Auditing
Education
Central Connecticut State University
BS, Accounting
Southern Connecticut State University
St. Anne's School
CDW July 2014 - Present
CDW January 2012 - Present
Dish Network January 2010 - August 2011
Mass Mutual Financial Group July 2008 - January 2010
Northwestern Mutual Life January 2007 - December 2007
Skills
Cloud Computing, IaaS, DRaaS, Data Center, Customer Service, Virtualization, Security, Management, Computer Hardware, Solution Selling, Android, Salesforce.com, Cold Calling, Storage, Training, Strategic Planning, Mobile Technology, Direct Sales, Customer Relations, Account Management, Unified Communications, Selling, Managed Print Services, Vendor Management, Project Planning, SaaS, Enterprise Software, Managed Services, Networking, CRM, Channel Partners, Term Life Insurance, Start-ups, Sales Process, Sales Operations, Disaility Insurance, Sales
Education
Arizona State University West 2005 — 2008
Bachelors's, Global Business with Concentration in Financial
First American Title 2013 - 2015
Hispanic Association of Real Estate Professionals 2012 - 2015
Liberty Mutual Insurance June 2008 - October 2013
Mass Mutual Financial Group March 2007 - June 2008
Skills
Life Insurance, Insurance, Property & Casualty..., Customer Service, Marketing, Sales, Teamwork, Leadership, Management, Umbrella Insurance, Customer Satisfaction, Title Insurance, Underwriting, Employee Benefits, Public Speaking, Health Insurance, Investments, Long-term Care, Customer Retention, General Insurance, Community Outreach, Team Building, Small Business, Marketing Strategy
Education
Arizona State University 1996 — 1999
Communications Major
College of DuPage 1991 — 1993
AA, Communications
New England Finacial/ MetLife October 2011 - Present
Mass Mutual Financial Group January 2008 - October 2011
Mass Mutual Financial Group (Michel Financial Group) May 1984 - September 2011
Skills
Health Insurance, Property & Casualty..., Flood Insurance
Education
Mankato State University (Minnesota) 1975 — 1979
Bachelor of Science, Business Administration/ Marketing-Economics
Minnesota State University, Mankato
Bachelor of Science, Business Administration/ Marketing
Self Employed April 2011 - Present
New York Life Insurance Company September 2009 - March 2011
Special Counsel April 2004 - September 2009
Mass Mutual Financial Group April 2004 - December 2006
August Insurance Agency, Inc. December 2002 - December 2003
Skills
Employee Benefits, Mergers & Acquisitions, Finance, Trusts, Due Diligence, Insurance, Succession Planning, Financial Services, Entrepreneurship, Securities
Education
University of California, Santa Barbara 1984 — 1987
B.A., Economics
Southwestern Law School
J.D., Law
Westfield State University January 2008 - Present
Mill Valley Golf Links January 1999 - Present
Mass Mutual Financial Group 1977 - 2008
Mass Mutual Financial Group 1977 - 2008
Skills
Strategic Planning, Leadership, Public Speaking, Business Analysis, Teaching, Data Analysis, Microsoft Office, Access
Education
University of Hartford 1978 — 1980
M.S., Taxation
Isenberg School of Management, UMass Amherst 1972 — 1977
B.B.A., Accounting
Mass Mutual Financial Group 1996 - 2013
MassMutual 1986 - 1996
Skills
SAP Materials Management, Ariba P2P, ERP, SAP R/3, Process Improvement, Vendor Management, Business Requirements, SAP BW, SAP, Materials Management, Procurement, Purchasing, Business Process, Business Process..., Software Documentation
Education
Charter Oak State College
BA, Liberal Arts, American Studies
Prudential Financial December 2011 - Present
SCI Inc. December 2011 - December 2011
Colorado Christian University January 2009 - December 2010
Mass Mutual Financial Group May 2008 - January 2009
Allstate Financial May 2007 - May 2008
New York Life April 2000 - May 2008
Pacificare of Colorado July 1997 - April 2000
Skills
B2B, Budgets, Customer Service, Financial Analysis, Fundraising, Investments, Management, Microsoft Office, Nonprofits, Sales, Sales Management, Training
Education
Colorado Christian University 2009 — 2010
MBA, Business Administration
Colorado Christian University 1996 — 1997
BS, Business
Colorado Christian University 1981 — 1986
BS, Music, Biblical Studies, Org. Mgmt.
Schechter Wealth Strategies September 2008 - Present
Lau & Lau Associates, LLC 2003 - July 2008
Mass Mutual Financial Group 1996 - 2003
Skills
Life Insurance, Insurance, Customer Service, Sales Management, Strategic Planning, Financial Analysis, Marketing, Account Management, Leadership, Team Building, Risk Management, Sales, New Business Development, Management, Marketing Strategy, Retirement Planning, Negotiation, Investments, Microsoft Office, Fixed Annuities, Business Development, Financial Planning, Financial Services
Education
Michigan State University
MassMutual Financial Group November 2009 - Present
Mass Mutual Financial Group April 2008 - April 2009
OppenheimerFunds, Inc April 2005 - April 2008
Jackson National Life Insurance March 2002 - April 2005
Wells Fargo Investments, LLP July 2000 - March 2002
Prudential Securities, Inc December 1998 - July 2000
Skills
Mutual Funds, Annuities, Annuity, Insurance, Fixed Annuities, Leadership, Business Development, Financial Services, Sales, Finance
Education
Nebraska Wesleyan University
Bachelor of Arts
University of Nebraska at Omaha
Master of Arts
City of Beacon FD (W.H. Mase Hook & Ladder Co.) October 1993 - October 2014
Astrum Solar September 2012 - May 2013
Sheridan Electric May 2010 - September 2011
Mass Mutual Financial Group December 2010 - May 2011
New England Financial May 2008 - July 2010
Combined Life of New York April 2008 - July 2008
P&D Electric Inc December 2006 - May 2007
I.B.E.W Local 363 December 2000 - June 2005
Skills
Forklift Operator, Customer Service, EMS, Emergency Services, Public Safety, Firefighting, Fire Safety, First Aid, Hazmat Operations, First Responder, AED, Fire Protection, EMT, Hazardous Materials, Budgets, Emergency Management, Disaster Response, Project Planning, Cpr Certified, Electricity, Photovoltaics, Solar Energy, OSHA Certified, OSHA 10, Fire Suppression Systems, Incident Command, Confined Space Rescue, Trench Rescue, Fall Protection, Electrical Safety, Emergency Medical, Emergency Vehicle..., Lock Out Tag Out, Enforcement, Financial Services, Sales, Life Insurance, Fire Management, Retirement Planning, NFPA, Exercises, Homeland Security, Rescue, Wildland Firefighting, ARFF, Code Enforcement, IS-100, Urban Search, Life Safety
Education
Mount Saint Mary College 1994 — 1998
Beacon High School 1991 — 1994
Ocean County College
Fire Science/Fire-fighting
Mass Mutual Financial Group March 2007 - Present
Skills
Retirement Planning, Retirement, Strategic Financial..., Estate Planning, Wealth Accumulation, Investments, Disability Insurance, Financial Planning, Income Protection, Wealth
Education
Strome College of Business
Economics and Finance
White Pine Trading, LLC November 2010 - Present
Pease & Curren May 2004 - November 2010
Amica Mutual Insurance Co. March 2002 - May 2004
Mass Mutual Financial Group 2001 - 2002
Skills
Management, Strategic Planning, Contract Negotiation, Marketing, Coaching, Insurance
Education
Providence College 1999 — 2001
Teaching Certification, Masters in Special Education
Springfield College 1991 — 1995
Sports Management, Minor in Business Management
Barrington High School 1988 — 1991
Kforce Inc August 2015 - Present
Cigna September 2009 - Present
Mass Mutual Financial Group August 2005 - April 2009
CIGNA January 2001 - July 2005
PricewaterhouseCoopers April 1998 - January 2001
Skills
SDLC, Data Warehousing, Software Development, Management, Project Portfolio..., Visio, Data Analysis, Project Planning, Systems Analysis, Management Consulting, SQL, Unix, DB2, Batch Processing, Testing, Business Analysis, Process Improvement, Budgets, MS Project, Reporting & Analysis, Requirements Analysis, Business Requirements, Vendor Management, IT Strategy, Integration, Requirements Gathering, Project Management, Program Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1981 — 1983
MS Mgmt, Information Technology & Finance
Western New England College 1979 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Amherst College 1971 — 1975
Bachelor of Arts (B.A.), Economics
Quintiles April 2014 - Present
Quintiles August 2011 - April 2014
DexOne 2009 - August 2011
Mass Mutual Financial Group August 2007 - July 2009
Softpath System LLC 2007 - 2009
Skills
Certified Informatica..., SQL, ETL, SDLC, Business Intelligence, Requirements Analysis, PL/SQL, OBIEE, Business Analysis, Data Warehousing, XML, Oracle SQL, Informatica, Databases, Microsoft SQL Server, Visio, Quality Assurance, Requirements Gathering, Java, Project Management, Software Documentation, Testing, Agile Methodologies, Oracle, Data Modeling
Education
St. Cloud State University - Herberger Business School 2002 — 2004
MBA, MBA
St. Cloud State University - Herberger Business School 1996 — 2001
BCIS, Information Systems
Mass Mutual Financial Group May 2006 - Present
Rick Zgonina Consulting January 2002 - May 2006
Nike Securities L. P. November 1999 - November 2001
Lord Abbett & Co. May 1998 - October 1999
SunAmerica July 1996 - April 1998
Van Kampen Funds 1986 - 1996
Kemper Financial Services January 1985 - May 1986
Kemper Financial Services April 1980 - January 1985
Education
Benedictine University
BA, Business Economics
Hartford Funds May 2013 - Present
Merrill Lynch & Co January 2010 - November 2012
Lincoln Financial Group January 2007 - January 2010
Wachovia Bank January 2007 - January 2007
Mass Mutual Financial Group January 2005 - January 2007
Skills
Variable Annuities, Fixed Annuities, ETFs, 401k, Retirement, Wealth Management, Asset Allocation, Life Insurance, Series 7, Series 63, Series 65, Charterd Retirement...
Education
Walden University 2007 — 2010
Masters of Business Administration, Finance
Delaware Valley College 1996 — 1997
Bachelor of Science, Accounting
Kutztown University 1981 — 1985
Bachelor of Science, Business Administration and Marketing
DARD Products, Inc. February 2015 - Present
Snap-on Credit January 2014 - February 2015
Independent Mortgage Consulting December 2012 - January 2014
JPMorgan Chase, Chase Private Client July 2008 - December 2012
United Banc August 2005 - June 2008
Mass Mutual Financial Group August 2002 - August 2005
Skills
Series 6, Series 63, Life Insurance, Investments, Portfolio Management, Wealth Management, Asset Allocation, Strategic Financial..., Equities, Mutual Funds, Mortgage Lending, Finance, Loans, Sales, Financial Services, Credit, Banking, Financial Analysis, Cross-functional Team..., Building High..., Collaborative Problem..., Instructor-led Training, Leadership Development, Staff Development, Management, Leadership
Education
Lake Forest College 1999 — 2003
Bachelor of Arts, Economics
St. Viator High School
Citizens Financial Group, Inc. September 2014 - Present
Allstate Financial January 2006 - September 2014
MW Financial Group Ltd. 2003 - 2006
Mass Mutual Financial Group 2001 - 2003
Paine Webber Inc 1993 - 2000
Skills
Life Insurance, Recruiting, Leadership, Series 6, Retirement, Training, Insurance, Fixed Annuities, Series 63, Retirement Planning, Disability Insurance, Long-term Care, Term Life Insurance, Financial Services, 401k, Employee Benefits, Financial Advisory, Health Insurance, IRAs, Investments, Series 7, Underwriting, Wealth Management, Strategic Financial..., Variable Annuities, FINRA, Financial Planners, Investment Advisory, Mutual Funds, Series 65, Whole Life, Roth IRA
Education
Providence College 1988 — 1992
BA
Senior Living Residences March 2013 - May 2013
The Kraft Group November 2009 - July 2011
Caturano and Company October 2008 - August 2009
Mass Mutual Financial Group May 2007 - August 2007
Skills
Financial Statements, Accounting
Education
College of Our Lady of the Elms 2013 — 2015
Bachelor's degree, Registered Nursing/Registered Nurse
Assumption College 2004 — 2008
Bachelor of Arts, Accounting
Assumption College Women's Lacrosse
Randa Solutions, Inc. 2008 - 2008
Pearson Education 2007 - 2008
Learning RX 2006 - 2006
The Disabilities Board of Charleston County 2004 - 2006
Mass Mutual Financial Group 2004 - 2004
State Volunteer Mutual Insurance Company 2003 - 2004
Education
Belmont University 2000 — 2003
B.S., Psychology
The University of Memphis 1998 — 2000
Psychology
Mass Mutual Financial Group October 2011 - Present
Capitol Financial Partners 2011 - Present
US Navy 1989 - 1993
Education
ECPI College of Technology 2010 — 2012
Business IT Management, Business Management
Saint John's University
MassMutual Financial Group August 2003 - Present
Mass Mutual Financial Group December 2002 - August 2004
The Hartford August 1998 - August 2002
Skills
Financial Services, Financial Risk, Sales, Customer Retention, Finance, Fixed Annuities, Employee Benefits
Education
Post University 1988 — 2002
BS, Management
Health Insurance Associate - HIAA 1990 — 1994
Caraher Properties, LLC 2007 - Present
Mass Mutual Financial Group 2010 - 2013
LENNAR CORPORATION 2006 - 2007
TOLL BROTHERS, INC 2004 - 2006
Education
East Carolina University 2003 — 2004
BS, Construction Management
Longwood University 1997 — 2002
BS, Business Administration
J. R. Tucker High School 1993 — 1997
Mass Mutual Financial Group Rollover SpecialistMass MutualJune 2008 - Present
Education
Gettysburg College 2000 — 2005
Capgemini June 2014 - Present
Capgemini August 2013 - June 2014
Capgemini April 2013 - June 2014
Capgemini August 2012 - August 2013
Capgemini January 2012 - August 2012
Wells Fargo Advisors August 2010 - January 2012
Hartford Investment Management May 2010 - August 2010
Mass Mutual Financial Group August 2009 - May 2010
Infosys July 2007 - August 2009
Skills
Informatica, Data Modeling, Teradata, ETL, Data Warehousing, Netezza, Data Integration, Business Objects, Data Warehouse..., Dimensional Modeling, Databases, Unix Shell Scripting, Unix, DB2, Master Data Management, Shell Scripting, PL/SQL, Business Intelligence, Requirements Gathering, SQL, Oracle, Data Quality, Sybase, SDLC, Data Migration, Database Design, CRM, Datastage, Erwin, Performance Tuning, SSRS, Solution Architecture, SSIS, Enterprise Architecture, Toad, OBIEE, SQL Tuning, Requirements Analysis, OLAP, T-SQL, Data Profiling, Analysis Services, Microsoft SQL Server, Data Marts, Business Analysis, Agile Methodologies, Integration, Testing, XML, Systems Analysis
Education
University of Phoenix 2010 — 2011
Master of Business Administration (MBA), Technology Management
Mahatma Gandhi University 2003 — 2007
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
The Hartford November 2011 - Present
Yankee Candle Company October 2009 - November 2009
MASS MUTUAL FINANCIAL GROUP December 2007 - September 2009
Fidelity Investments January 1998 - January 2007
Fidelity Investments 2003 - 2007
Fidelity Investments Human Resources (FIHR) January 2000 - June 2004
FIHR January 1998 - 2000
Skills
Employee Benefits, Succession Planning, Onboarding, Human Resources, PeopleSoft, Talent Acquisition, Talent Management, Employee Relations, Organizational Design, Management, Performance Management
Education
Hartwick College 1990 — 1994
BA, English
Hartwick College 1990 — 1994
Bachelor of Arts, English; American Literature
Assistant Vice President - CFO Continuous Improvement August 2015 - Present
MassMutual Financial Group January 2014 - Present
MassMutual Financial Group April 2012 - Present
Mass Mutual Financial Group November 2007 - Present
MassMutual Financial Group November 2007 - Present
MassMutual Financial Group September 2007 - Present
MassMutual Financial Group November 2007 - August 2010
City of Springfield, Massachusetts September 1999 - November 2007
Skills
Process Improvement, Risk Management, Business Process..., Strategic Planning, Cross-functional Team..., Continuous Improvement, Leadership, Training, Management, Integration, Strategy, Vendor Management, Business Analysis, Program Management, Change Management, Analysis, Insurance, Project Management, Visio, Requirements Analysis, Financial Analysis, IT Strategy, Business Process, Resource Management, Team Leadership, SharePoint, SDLC
Education
Western New England College School of Law 2001 — 2005
JD, LAW
Assumption College 1994 — 1999
BA, Environmental Science
New York Life Insurance Company April 2011 - Present
Mass Mutual Financial Group April 2010 - March 2011
WIFS 2005 - 2011
New York Life 2005 - 2010
Education
Salve Regina University 1991 — 1993
BA, Microbiology/Biochemistry
Whittier College 1987 — 1990
Biology
Coronado High School 1983 — 1987
TIAA-CREF July 2014 - Present
LifePoint Financial Advisors February 2010 - July 2014
Ohio National Financial Services February 2010 - September 2013
Allstate Financial Services, LLC March 2009 - February 2010
Mass Mutual Financial Group April 2001 - December 2008
Education
Northwood University 1989 — 1993
BBA, Economics
Ryder Management Inc. August 2011 - Present
Mass Mutual Financial Group April 2011 - July 2011
May Enterprise Inc January 2005 - December 2009
Ryan Gem Inc. August 2002 - December 2004
Skills
Accounts Receivable, Accounts Payable, Administration, Retail, Purchasing, Accounting, Excel, Financial Analysis, Word, PowerPoint, Microsoft Office, Corporate Finance, Financial Modeling, Outlook, Customer Relations, Microsoft Excel, Customer Service, Analysis, Finance, Access
Education
Investment Banking Institute, 2011 — 2011
Financial Modeling
Iona College
MBA and Advance Certificate, Finance and International Business Management
Assumption University
B.B.A, International Business Management
C&S Marketing Group August 2002 - Present
Mass Mutual Financial Group July 2000 - August 2002
Old Kent Mortgage Company July 1998 - July 2000
Education
Florida Agricultural and Mechanical University
Bachelor of Science, Health Information Management
Integrated Wealth Management` April 2010 - Present
Mass Mutual Financial Group September 2005 - October 2009
Skills
Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Whole Life, Health Insurance, Long Term Care Insurance, Employee Benefits, Brokers, 401k, Claim, Series 63, Customer Service
Education
American International College 1990 — 1992
Bachelor of Applied Science (B.A.Sc.), Psychology
Springfield Technical Community College 1982 — 1984
Associate of Science (AS), Computer Science
MASS MUTUAL FINANCIAL GROUP January 2000 - Present
MA AIR NATIONAL GUARD Hanscom AFB January 1987 - Present
Massachusetts Air National Guard 1987 - Present
HAMPDEN POLICE DEPARTMENT January 1999 - January 2000
WEST SPRINGFIELD SPECIAL POLICE W. Spfld January 1998 - January 2000
VIDEO GAME HEAVEN W. Spfld January 1992 - January 2000
BARNES AIR NATIONAL GUARD January 1998 - January 1999
Skills
Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Series 63, Strategic Financial..., Investments, 401k, Series 6, Life Insurance, Asset Allocation, IRAs, Insurance, Financial Services, Protection, Customer Retention, Customer Service, Government, Strategic Planning, Team Building
Education
Community College of the Air Force 1987 — 2014
Associates Degree, Fitness, Recreation and Services Management
Bay Path College 2001 — 2002
Certificate, IT
Massachusetts Criminal Justice Training Council 1998 — 1998
Airman Leadership School 1992 — 1992
United States Air Force Training Schools
Government Contractor May 2014 - Present
Lerner Enterprises January 2006 - April 2014
Colonial Webb Contractors January 2003 - January 2006
Mass Mutual Financial Group January 1999 - June 2002
FAA May 2001 - August 2001
Vanguard December 1998 - August 1999
Skills
Accounts Payable, Administrative Support, Microsoft Office, Customer Service, Property Management, Administrative..., Invoicing, Microsoft Excel, Payroll, Management, Contract Management, Budgets, Construction, Policy, PowerPoint
Education
Morgan State University 1999 — 2002
MBA, Marketing
Temple University 1994 — 1998
BA, Sociology/Criminal Justice
Lincoln Financial Group December 2014 - Present
TLAG- The Life and Annuity Group July 2012 - December 2014
DST Systems March 2012 - July 2012
Mass Mutual Financial Group August 2002 - March 2012
Education
Marist College
United Healthcare April 2011 - Present
Receivable Management Services March 2007 - Present
RMS 1997 - Present
Glastonbury Inflatable/Mercury Oil September 2010 - September 2011
Hartford Federal Credit Union October 2005 - November 2006
Profitect Technologies September 2002 - January 2004
Mass Mutual Financial Group January 2001 - September 2002
Skills
Data Entry, Invoicing, Customer Service, Insurance, Sales
Education
Goodwin College
Diploma
Goodwin College
Associates Degree, Information Technology
Mass Mutual Financial Group August 2012 - Present
Prudential Financial September 2011 - May 2012
Primerica June 2010 - December 2011
Skills
Retirement Planning, Retirement, Mutual Funds, Fixed Annuities, Investments, Strategic Financial..., Series 63, Securities, Life Insurance, Disability Insurance, Financial Services, Insurance, Estate Planning, 401k, IRAs, Long-term Care, Series 6, General Securities...
Education
Grand Canyon University 2011 — 2014
Master's degree, Special Education and Teaching
Walden University 2004 — 2007
Master's degree, Education with a focus on Reading and Literacy
University of Michigan-Flint 1994 — 2000
Bachelor of Arts (B.A.), Economics