Massachusetts 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. 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),
Massachusetts Mutual List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Massachusetts Mutual. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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68 Massachusetts Mutual employees in database. Find out everything there's to know about Massachusetts Mutual employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Massachusetts Mutual Employees
Employee
Years
Job
Industry
Judy Roosa Judy Roosa's Massachusetts Mutual Experience February 1983 - August 1989
Job Pension Administrator & Relius Training Coordinator at Security Administrators, Inc.
Industry Financial Services
Experience
Security Administrators, Inc. June 2000 - Present
Green & Seifter, Certified Public Accountants, PLLC March 1998 - November 1999
Employee Benefit Systems, Inc. May 1990 - March 1998
Massachusetts Mutual February 1983 - August 1989
Skills
401k, Retirement, Retirement Planning, Retirement Plan..., Pensions, Qualified Retirement..., Defined Contribution, 401k Rollovers, Profit Sharing, Pension Administration
Education
Clarkson University 1979 — 1982
BS, Marketing & Management
Siena College 1978 — 1979
Accounting
Security Administrators, Inc. June 2000 - Present
Green & Seifter, Certified Public Accountants, PLLC March 1998 - November 1999
Employee Benefit Systems, Inc. May 1990 - March 1998
Massachusetts Mutual February 1983 - August 1989
Skills
401k, Retirement, Retirement Planning, Retirement Plan..., Pensions, Qualified Retirement..., Defined Contribution, 401k Rollovers, Profit Sharing, Pension Administration
Education
Clarkson University 1979 — 1982
BS, Marketing & Management
Siena College 1978 — 1979
Accounting
Christopher Childress Christopher Childress's Massachusetts Mutual Experience 2011 - Present
Job Consultant
Industry Financial Services
Experience
Bellflower High School April 2014 - Present
Milik & Associates Insurance Services January 2014 - Present
Massachusetts Mutual 2011 - Present
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Long Term Care, Employee Benefits, Annuities, Basketball Coaching, Team Leadership, Leadership Development, Youth Mentoring, Mentoring, Child Development
Education
Colorado State University-Pueblo
Business, Management, Marketing, and Related Support Services
Bellflower High School April 2014 - Present
Milik & Associates Insurance Services January 2014 - Present
Massachusetts Mutual 2011 - Present
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Long Term Care, Employee Benefits, Annuities, Basketball Coaching, Team Leadership, Leadership Development, Youth Mentoring, Mentoring, Child Development
Education
Colorado State University-Pueblo
Business, Management, Marketing, and Related Support Services
Paul A. Wajda Paul A. Wajda's Massachusetts Mutual Experience August 1994 - Present
Job Financial Services MassMutual Albany
Industry Financial Services
Experience
Massachusetts Mutual August 1994 - Present
Education
Siena College
Massachusetts Mutual August 1994 - Present
Education
Siena College
Daniel T. Wright's Massachusetts Mutual Experience June 2006 - December 2011
Job Attorney at Fitzgerald Attorneys at Law, P.C.
Industry Legal Services
Experience
Fitzgerald Attorneys at Law, P.C. January 2015 - Present
O'Connell, Attmore & Morris, LLC September 2012 - March 2014
McElroy, Deutsch, Mulvaney & Carpenter, LLP January 2012 - September 2012
Massachusetts Mutual June 2006 - December 2011
Monarch Life Insurance January 2001 - May 2006
Morrison Mahoney LLP 1999 - 2001
Hampden County District Attorney's Office 1997 - 1999
Skills
Disability Insurance, Insurance Coverage..., Insurance Fraud, Securities Litigation, Criminal Litigation, Bad Faith, Litigation, ERISA, Fraud, Coverage, Insurance Law, Civil Litigation, Insurance, Litigation Management, Arbitration, Mediation, Securities Regulation, Life Insurance, Appeals, Litigation Support, Commercial Litigation, Product Liability, Legal Writing, Personal Injury, Class Actions, Claim, Chapter 11, Trial Practice, Securities, Legal Research, FINRA, Liability, Dispute, Corporate Law, Alternative Dispute..., Criminal Defense, Criminal Law, Trade Secrets, Courts, Bankruptcy, Medical Malpractice, Torts, Employment Law, Corporate Governance, Privacy Law, Trials, Legal Assistance, Breach Of Contract, Estate Planning, Westlaw
Education
Boston College
B.A., Political Science
Qunnipiac University School of Law
Juris Doctor, Law
Fitzgerald Attorneys at Law, P.C. January 2015 - Present
O'Connell, Attmore & Morris, LLC September 2012 - March 2014
McElroy, Deutsch, Mulvaney & Carpenter, LLP January 2012 - September 2012
Massachusetts Mutual June 2006 - December 2011
Monarch Life Insurance January 2001 - May 2006
Morrison Mahoney LLP 1999 - 2001
Hampden County District Attorney's Office 1997 - 1999
Skills
Disability Insurance, Insurance Coverage..., Insurance Fraud, Securities Litigation, Criminal Litigation, Bad Faith, Litigation, ERISA, Fraud, Coverage, Insurance Law, Civil Litigation, Insurance, Litigation Management, Arbitration, Mediation, Securities Regulation, Life Insurance, Appeals, Litigation Support, Commercial Litigation, Product Liability, Legal Writing, Personal Injury, Class Actions, Claim, Chapter 11, Trial Practice, Securities, Legal Research, FINRA, Liability, Dispute, Corporate Law, Alternative Dispute..., Criminal Defense, Criminal Law, Trade Secrets, Courts, Bankruptcy, Medical Malpractice, Torts, Employment Law, Corporate Governance, Privacy Law, Trials, Legal Assistance, Breach Of Contract, Estate Planning, Westlaw
Education
Boston College
B.A., Political Science
Qunnipiac University School of Law
Juris Doctor, Law
Richard Ladendecker II Richard Ladendecker II's Massachusetts Mutual Experience April 1987 - October 1987
Job Criminal Justice/Public Safety Enterprise Technical Architect
Industry Public Safety
Experience
Santa Clara County, California November 2014 - Present
United Technologies Corporation, Corporate Information Technology June 2014 - November 2014
State of Connecticut, Criminal Justice Information Sharing May 2012 - June 2014
State of Connecticut, Judicial Branch, March 2009 - April 2012
Applied Business Communications, Inc October 1987 - October 2009
Massachusetts Mutual April 1987 - October 1987
Federal Land Bank/Farm Credit Banks January 1982 - April 1987
Skills
Criminal Justice..., Application Architecture, Enterprise Architecture, Database Design, ERP Implementations, Workflow Management, Legacy System Conversion, Information Security..., Data Warehousing, Business Process..., MRPII, ERP Selection, SCADA, Advanced Process Control, Data Transformation, Reverse Engineering, Financial Accounting, Financial Reporting, Financial Analysis, Software Engineering, Electronic Engineering, ETL Tools, Big Data, Lean Manufacturing, Manufacturing..., Technical Presentations, Information Technology, Program Management, Technical Staff..., Microsoft SQL Server, Integration, Business Analysis, Intellectual Property, Data Modeling, Consulting, Security, Management, Project Management, Agile Methodologies, Strategy, Requirements Analysis, SDLC, Computer Forensics, Software Implementation, Federal Enterprise..., IAM, Information Security..., Information Security..., Data Security, SQL Tuning
Education
University of Hartford 2006 — 2008
MBA, Business Mgt, Finance, Marketing, 3.88
University of Hartford 2005 — 2006
BA, Finance, Business Mgt, Marketing, 3.25
University of Hartford 1986 — 1986
AAS, Electrical and Electronics Engineering
University of Massachusetts, Amherst 1984 — 1985
Computer Science
Westfield State College 1984 — 1985
Business Management, Marketing
Santa Clara County, California November 2014 - Present
United Technologies Corporation, Corporate Information Technology June 2014 - November 2014
State of Connecticut, Criminal Justice Information Sharing May 2012 - June 2014
State of Connecticut, Judicial Branch, March 2009 - April 2012
Applied Business Communications, Inc October 1987 - October 2009
Massachusetts Mutual April 1987 - October 1987
Federal Land Bank/Farm Credit Banks January 1982 - April 1987
Skills
Criminal Justice..., Application Architecture, Enterprise Architecture, Database Design, ERP Implementations, Workflow Management, Legacy System Conversion, Information Security..., Data Warehousing, Business Process..., MRPII, ERP Selection, SCADA, Advanced Process Control, Data Transformation, Reverse Engineering, Financial Accounting, Financial Reporting, Financial Analysis, Software Engineering, Electronic Engineering, ETL Tools, Big Data, Lean Manufacturing, Manufacturing..., Technical Presentations, Information Technology, Program Management, Technical Staff..., Microsoft SQL Server, Integration, Business Analysis, Intellectual Property, Data Modeling, Consulting, Security, Management, Project Management, Agile Methodologies, Strategy, Requirements Analysis, SDLC, Computer Forensics, Software Implementation, Federal Enterprise..., IAM, Information Security..., Information Security..., Data Security, SQL Tuning
Education
University of Hartford 2006 — 2008
MBA, Business Mgt, Finance, Marketing, 3.88
University of Hartford 2005 — 2006
BA, Finance, Business Mgt, Marketing, 3.25
University of Hartford 1986 — 1986
AAS, Electrical and Electronics Engineering
University of Massachusetts, Amherst 1984 — 1985
Computer Science
Westfield State College 1984 — 1985
Business Management, Marketing
Susie Johnson-Austin Susie Johnson-Austin's Massachusetts Mutual Experience October 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Massachusetts Mutual October 2011 - Present
Muscular Dystrophy Association May 2001 - October 2011
Avon October 1988 - August 1996
AT&T June 1976 - January 1986
Skills
Employee Benefits, Disability Insurance, Long Term Care, Annuities, Insurance, Retirement Planning, Retirement, Fixed Annuities, Financial Services, Small Business, Customer Service, Long-term Care, Social Media, Team Building, Leadership, Marketing, Long Term Care Insurance, Public Speaking, Sales, Management, Life Insurance
Education
University of North Florida 1986 — 1988
Bachelors of Business Administration, Marketing
Terry Parker High School 1973 — 1976
High School Degree, General
Massachusetts Mutual October 2011 - Present
Muscular Dystrophy Association May 2001 - October 2011
Avon October 1988 - August 1996
AT&T June 1976 - January 1986
Skills
Employee Benefits, Disability Insurance, Long Term Care, Annuities, Insurance, Retirement Planning, Retirement, Fixed Annuities, Financial Services, Small Business, Customer Service, Long-term Care, Social Media, Team Building, Leadership, Marketing, Long Term Care Insurance, Public Speaking, Sales, Management, Life Insurance
Education
University of North Florida 1986 — 1988
Bachelors of Business Administration, Marketing
Terry Parker High School 1973 — 1976
High School Degree, General
Doug Platt's Massachusetts Mutual Experience November 2011 - Present
Job Financial Services Representitive | Life Insurance | Disabiltiy Income | Long Term Care
Industry Financial Services
Experience
Massachusetts Mutual November 2011 - Present
Eddie V's Restaurants Inc. 2002 - 2004
Skills
Life Insurance, Disability Income..., Long Term Care Insurance, Total Financial Needs..., Financial Services, Retirement analysis and..., Estate Planning, Trust Services, Business Continuation..., Comprehensive Financial..., Integrated Financial...
Education
Purdue University 1990 — 1992
Finance and Accounting
Massachusetts Mutual November 2011 - Present
Eddie V's Restaurants Inc. 2002 - 2004
Skills
Life Insurance, Disability Income..., Long Term Care Insurance, Total Financial Needs..., Financial Services, Retirement analysis and..., Estate Planning, Trust Services, Business Continuation..., Comprehensive Financial..., Integrated Financial...
Education
Purdue University 1990 — 1992
Finance and Accounting
Robert Motsch Robert Motsch's Massachusetts Mutual Experience 1960 - 1962
Job Really Senior Research Engineer
Industry Research
Experience
My Leisure 1987 - 2015
21st Century Concepts 1984 - 1993
Montana State University 1981 - 1984
Montana State University 1972 - 1981
Fort Lewis College 1969 - 1972
Fort Lewis College 1969 - 1972
West Coast University 1968 - 1969
Jet Propulsion Laboratory 1962 - 1969
Massachusetts Mutual 1960 - 1962
U.S. Army 1955 - 1957
Education
Montana State University-Bozeman
Bachelor of Science (B.S.), Mathematics/Science, Cum laude
West Coast University
Master of Science (M.S.), Systems Analysis, Cum laude
My Leisure 1987 - 2015
21st Century Concepts 1984 - 1993
Montana State University 1981 - 1984
Montana State University 1972 - 1981
Fort Lewis College 1969 - 1972
Fort Lewis College 1969 - 1972
West Coast University 1968 - 1969
Jet Propulsion Laboratory 1962 - 1969
Massachusetts Mutual 1960 - 1962
U.S. Army 1955 - 1957
Education
Montana State University-Bozeman
Bachelor of Science (B.S.), Mathematics/Science, Cum laude
West Coast University
Master of Science (M.S.), Systems Analysis, Cum laude
Levi Edgecombe, CLU, ChFC, CFP® Levi Edgecombe, CLU, ChFC, CFP®'s Massachusetts Mutual Experience September 1988 - December 2000
Job Owner/Senior Managing Member
Industry Financial Services
Experience
USA Financial Securities February 2010 - Present
Edgecombe & Coplin Wealth Strategies, LLC January 2001 - Present
USA Financial 2010 - 2014
Commonwealth Financial Network May 2002 - February 2010
Lincoln Financial Advisors January 2001 - May 2002
Massachusetts Mutual September 1988 - December 2000
Northwestern Mutual September 1976 - August 1988
Education
Golden Gate University 1981 — 1984
Completed 6 Courses, Masters of Taxation
The American College 1975 — 1981
CLU, ChFC, CFP, Financial Services
Wheaton College 1965 — 1969
B.A., Literature
USA Financial Securities February 2010 - Present
Edgecombe & Coplin Wealth Strategies, LLC January 2001 - Present
USA Financial 2010 - 2014
Commonwealth Financial Network May 2002 - February 2010
Lincoln Financial Advisors January 2001 - May 2002
Massachusetts Mutual September 1988 - December 2000
Northwestern Mutual September 1976 - August 1988
Education
Golden Gate University 1981 — 1984
Completed 6 Courses, Masters of Taxation
The American College 1975 — 1981
CLU, ChFC, CFP, Financial Services
Wheaton College 1965 — 1969
B.A., Literature
Carl Eppers's Massachusetts Mutual Experience April 2012 - April 2014
Job Sales Associate at NPORT
Industry Internet
Experience
NPORT November 2014 - Present
Powa Technologies September 2014 - November 2014
Account Executive April 2014 - September 2014
Massachusetts Mutual April 2012 - April 2014
Skills
Retirement Planning, 401k, Microsoft Excel, Financial Services, Investments, Employee Benefits, Fixed Annuities, Microsoft Office, Microsoft Word, Strategic Financial..., Research, Retirement, Mutual Funds, Public Speaking, Series 7, Financial Analysis, Finance, Social Media
Education
SUNY Geneseo 2007 — 2011
Bachelor of Arts
Orchard Park High School 2003 — 2007
South Davis Elementary
NPORT November 2014 - Present
Powa Technologies September 2014 - November 2014
Account Executive April 2014 - September 2014
Massachusetts Mutual April 2012 - April 2014
Skills
Retirement Planning, 401k, Microsoft Excel, Financial Services, Investments, Employee Benefits, Fixed Annuities, Microsoft Office, Microsoft Word, Strategic Financial..., Research, Retirement, Mutual Funds, Public Speaking, Series 7, Financial Analysis, Finance, Social Media
Education
SUNY Geneseo 2007 — 2011
Bachelor of Arts
Orchard Park High School 2003 — 2007
South Davis Elementary
Catherine (Brackin) Azeles Catherine (Brackin) Azeles's Massachusetts Mutual Experience 2008 - September 2011
Job Associate Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2011 - Present
Massachusetts Mutual 2008 - September 2011
Prudential Financial May 2006 - December 2008
Skills
Sales, New Business Development, Relationship Management, Team Leadership
Education
Shippensburg University of Pennsylvania 2002 — 2006
Business
The American College 2012 — 2014
CFP, Finance
The American College 2012 — 2013
Certified Financial Planner
Avon Grove
PNC Wealth Management September 2011 - Present
Massachusetts Mutual 2008 - September 2011
Prudential Financial May 2006 - December 2008
Skills
Sales, New Business Development, Relationship Management, Team Leadership
Education
Shippensburg University of Pennsylvania 2002 — 2006
Business
The American College 2012 — 2014
CFP, Finance
The American College 2012 — 2013
Certified Financial Planner
Avon Grove
Soji Mathews Soji Mathews's Massachusetts Mutual Experience
Job Financial Services Professional at Massachusetts Mutual
Industry Financial Services
Experience
Massachusetts Mutual
Skills
Retirement, Insurance, Retirement Planning, Fixed Annuities, Banking, Disability Insurance, Financial Services, Employee Benefits, Long Term Care Insurance, Life Insurance, College Education..., Estate Planning, Long-term Care, Series 63, Finance, Wealth Management, Financial Analysis, Small Business, Asset Management, Alternative Investments, Health Insurance, 401k Rollovers, Term Life Insurance, Series 6, Loans, Credit, Asset Allocation, Strategic Financial...
Education
The University of Texas at Austin 1998 — 2002
Massachusetts Mutual
Skills
Retirement, Insurance, Retirement Planning, Fixed Annuities, Banking, Disability Insurance, Financial Services, Employee Benefits, Long Term Care Insurance, Life Insurance, College Education..., Estate Planning, Long-term Care, Series 63, Finance, Wealth Management, Financial Analysis, Small Business, Asset Management, Alternative Investments, Health Insurance, 401k Rollovers, Term Life Insurance, Series 6, Loans, Credit, Asset Allocation, Strategic Financial...
Education
The University of Texas at Austin 1998 — 2002
Lainie Johnson's Massachusetts Mutual Experience January 1994 - February 1995
Job Online Marketing Manager at Center for the Collaborative Classroom
Industry Marketing and Advertising
Experience
Center for the Collaborative Classroom December 2012 - Present
Key Curriculum February 2011 - December 2012
Examiner.com September 2009 - February 2011
Heller Consulting July 2008 - June 2009
Bain & Company November 2000 - June 2008
Mortgage.com February 1995 - October 2000
Massachusetts Mutual January 1994 - February 1995
Skills
Mac and PC literate, Microsoft Office, Facebook, Public Relations, Social Media Marketing, Marketing, Copywriting, Email Marketing, Leadership, Social Media, Strategy, Press Releases, Brand Development, Management, Newsletters, Business Development, HubSpot, Marketo, Google Adwords, Google Analytics, WordPress, Drupal, Salesforce.com, Twitter, Online Marketing
Education
San Diego State University-California State University 1988 — 1993
BA Journalism, Journalism, Speech Communication
San Diego State University
Center for the Collaborative Classroom December 2012 - Present
Key Curriculum February 2011 - December 2012
Examiner.com September 2009 - February 2011
Heller Consulting July 2008 - June 2009
Bain & Company November 2000 - June 2008
Mortgage.com February 1995 - October 2000
Massachusetts Mutual January 1994 - February 1995
Skills
Mac and PC literate, Microsoft Office, Facebook, Public Relations, Social Media Marketing, Marketing, Copywriting, Email Marketing, Leadership, Social Media, Strategy, Press Releases, Brand Development, Management, Newsletters, Business Development, HubSpot, Marketo, Google Adwords, Google Analytics, WordPress, Drupal, Salesforce.com, Twitter, Online Marketing
Education
San Diego State University-California State University 1988 — 1993
BA Journalism, Journalism, Speech Communication
San Diego State University
Libby Spille's Massachusetts Mutual Experience February 2011 - January 2013
Job Student, Dental Hygiene
Industry Hospital & Health Care
Experience
Rhinehaus February 2013 - Present
Massachusetts Mutual February 2011 - January 2013
Williams-Sonoma, Inc. November 2008 - November 2010
Williams-Sonoma, Inc. July 2008 - November 2008
Macy's March 2007 - July 2008
Stonestown March 2007 - May 2007
Skills
Insurance, Finance, Disability Insurance, Strategic Financial..., Retail, Customer Service, Sales, Forecasting, Team Building, Succession Planning, Budgets, Inventory Management, Marketing, Financial Analysis, Sales Management
Education
Indiana University Bloomington 2003 — 2006
Bachelor's Science, Apparel Merchandising
Indiana University, College of Arts & Sciences 2003 — 2006
Bachelor of Science, Apparel Merchandising
Sinclair Community College
Associate's degree, Dental Hygiene/Hygienist
Rhinehaus February 2013 - Present
Massachusetts Mutual February 2011 - January 2013
Williams-Sonoma, Inc. November 2008 - November 2010
Williams-Sonoma, Inc. July 2008 - November 2008
Macy's March 2007 - July 2008
Stonestown March 2007 - May 2007
Skills
Insurance, Finance, Disability Insurance, Strategic Financial..., Retail, Customer Service, Sales, Forecasting, Team Building, Succession Planning, Budgets, Inventory Management, Marketing, Financial Analysis, Sales Management
Education
Indiana University Bloomington 2003 — 2006
Bachelor's Science, Apparel Merchandising
Indiana University, College of Arts & Sciences 2003 — 2006
Bachelor of Science, Apparel Merchandising
Sinclair Community College
Associate's degree, Dental Hygiene/Hygienist
Colin Jex Colin Jex's Massachusetts Mutual Experience March 1992 - December 1993
Job Regional Sales Diector at Cofinity & First Health
Industry Insurance
Experience
Cofinity & First Health May 2012 - Present
Rogers Benefit Group August 2009 - May 2012
Health Alliance Plan September 2008 - August 2009
AdminPro, Inc. February 2002 - September 2008
BenePro, Inc. December 1993 - February 2002
Palace Sports & Entertainment May 1994 - December 1997
Massachusetts Mutual March 1992 - December 1993
Skills
Employee Benefits, Insurance, Health Insurance, Dental, Customer Service, PPO Network, Soccer Coach - team and..., Health Savings Accounts, Disability Insurance, Benefits Administration, Underwriting, Life Insurance, Brokers, Sales, Strategic Planning, Term Life Insurance, Medicare, Management, Account Management, Long-term Care, Managed Care
Education
Cleary University 2000 — 2002
BA, Human Resource Management
Eastern Michigan University 1989 — 1991
Phys. Ed
Schoolcraft College 1987 — 1989
Assoc. Degree, General Studies
Dearborn High 1982 — 1986
Cofinity & First Health May 2012 - Present
Rogers Benefit Group August 2009 - May 2012
Health Alliance Plan September 2008 - August 2009
AdminPro, Inc. February 2002 - September 2008
BenePro, Inc. December 1993 - February 2002
Palace Sports & Entertainment May 1994 - December 1997
Massachusetts Mutual March 1992 - December 1993
Skills
Employee Benefits, Insurance, Health Insurance, Dental, Customer Service, PPO Network, Soccer Coach - team and..., Health Savings Accounts, Disability Insurance, Benefits Administration, Underwriting, Life Insurance, Brokers, Sales, Strategic Planning, Term Life Insurance, Medicare, Management, Account Management, Long-term Care, Managed Care
Education
Cleary University 2000 — 2002
BA, Human Resource Management
Eastern Michigan University 1989 — 1991
Phys. Ed
Schoolcraft College 1987 — 1989
Assoc. Degree, General Studies
Dearborn High 1982 — 1986
Mark Tetley Mark Tetley's Massachusetts Mutual Experience November 2009 - Present
Job financial services professional at Massachusetts Mutual
Industry Financial Services
Experience
Massachusetts Mutual November 2009 - Present
Skills
Retirement, Retirement Planning, Life Insurance, Microsoft Word, Financial Analysis, Fixed Annuities, Mutual Funds, Investments, Customer Service, Wealth Accumulation, Risk Management, Underwriting, Series 6, Microsoft Excel, Insurance, Series 63, Long Term Care Insurance, Disability Insurance
Education
Syracuse University 1967 — 1971
BA
Massachusetts Mutual November 2009 - Present
Skills
Retirement, Retirement Planning, Life Insurance, Microsoft Word, Financial Analysis, Fixed Annuities, Mutual Funds, Investments, Customer Service, Wealth Accumulation, Risk Management, Underwriting, Series 6, Microsoft Excel, Insurance, Series 63, Long Term Care Insurance, Disability Insurance
Education
Syracuse University 1967 — 1971
BA
Bruce Raiken Bruce Raiken's Massachusetts Mutual Experience April 2009 - Present
Job Financial Services Professional at Massachusetts Mutual
Industry Financial Services
Experience
Massachusetts Mutual April 2009 - Present
Facet Promotions January 1994 - March 2009
Prism Business Products March 1980 - July 1991
Education
Penn State University 1969 — 1972
BS, Business Administration
Central High School Philadelphia 1965 — 1968
Diploma, Liberal Arts
Massachusetts Mutual April 2009 - Present
Facet Promotions January 1994 - March 2009
Prism Business Products March 1980 - July 1991
Education
Penn State University 1969 — 1972
BS, Business Administration
Central High School Philadelphia 1965 — 1968
Diploma, Liberal Arts
Aaron Steines, CLTC Aaron Steines, CLTC's Massachusetts Mutual Experience October 2010 - January 2014
Job Investment Advisor Representative at The O'Hagan Group
Industry Financial Services
Experience
The O'Hagan Group 2014 - Present
United Airlines 2006 - Present
Massachusetts Mutual October 2010 - January 2014
United States Navy 2000 - 2005
Skills
Long Term Care Insurance, Disability Insurance, Business Networking, Series 7, Securities, Leadership, Aviation, Commercial Aviation, Retirement Planning, 401k, Team Building, Airlines
Education
The American College 2004 — 2007
Certified Financial Planning
Embry-Riddle Aeronautical University 1996 — 1998
Aeronautical Science
The O'Hagan Group 2014 - Present
United Airlines 2006 - Present
Massachusetts Mutual October 2010 - January 2014
United States Navy 2000 - 2005
Skills
Long Term Care Insurance, Disability Insurance, Business Networking, Series 7, Securities, Leadership, Aviation, Commercial Aviation, Retirement Planning, 401k, Team Building, Airlines
Education
The American College 2004 — 2007
Certified Financial Planning
Embry-Riddle Aeronautical University 1996 — 1998
Aeronautical Science
Edward Klyuchnik Edward Klyuchnik's Massachusetts Mutual Experience July 2010 - Present
Job Technology Specialist at Massachusetts Mutual
Industry Financial Services
Experience
Massachusetts Mutual July 2010 - Present
Macy's January 2010 - December 2010
Education
Sacramento City College
Associate of Arts (AA), Information Technology
Massachusetts Mutual July 2010 - Present
Macy's January 2010 - December 2010
Education
Sacramento City College
Associate of Arts (AA), Information Technology
SHANTORRA BAKER's Massachusetts Mutual Experience March 2008 - July 2008
Job
Industry Insurance
Experience
State Farm Agent August 2008 - Present
Massachusetts Mutual March 2008 - July 2008
Skills
Disability Insurance, Customer Service, Excel, Word, Access, Employee Benefits, PowerPoint, Problem Solving, Microsoft Office, Outlook, Long Term Care, Annuities, Accounting, Term Life Insurance, Financial Planning, Health, Claims, Banking, Insurance Planning, Long-term Care, Property & Casualty..., Investments, Financial Planners, Commercial Insurance, Microsoft Word, Fixed Annuities, Claim, Microsoft Excel, Strategic Financial..., Small Business, Life Insurance, Financial Analysis, Strategic Planning, Leadership, Public Speaking
Education
Webster University
MBA, HUMAN RESOURCES MANAGEMENT
Christian Brothers University
BA, FINANCE
State Farm Agent August 2008 - Present
Massachusetts Mutual March 2008 - July 2008
Skills
Disability Insurance, Customer Service, Excel, Word, Access, Employee Benefits, PowerPoint, Problem Solving, Microsoft Office, Outlook, Long Term Care, Annuities, Accounting, Term Life Insurance, Financial Planning, Health, Claims, Banking, Insurance Planning, Long-term Care, Property & Casualty..., Investments, Financial Planners, Commercial Insurance, Microsoft Word, Fixed Annuities, Claim, Microsoft Excel, Strategic Financial..., Small Business, Life Insurance, Financial Analysis, Strategic Planning, Leadership, Public Speaking
Education
Webster University
MBA, HUMAN RESOURCES MANAGEMENT
Christian Brothers University
BA, FINANCE
Anthony Schwickrath Anthony Schwickrath's Massachusetts Mutual Experience April 2011 - Present
Job Financial Services Professional with Massachusetts Mutual
Industry Financial Services
Experience
Massachusetts Mutual April 2011 - Present
Merrill Lynch 2002 - 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2006
Bachelor's, Labor Studies & Employement Relations
Massachusetts Mutual April 2011 - Present
Merrill Lynch 2002 - 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2006
Bachelor's, Labor Studies & Employement Relations
Clay Healey Clay Healey's Massachusetts Mutual Experience 1983 - 2000
Job Owner at AIC Title Services, LLC
Industry Airlines/Aviation
Experience
Principal Aviation Group 2010 - Present
AIC Title Service February 2003 - Present
Flying L Ranch 2000 - 2003
Massachusetts Mutual 1983 - 2000
Skills
Private Pilot
Education
University of Central Oklahoma 1981 — 1982
Bachelor of Science (BS), Marketing
Oklahoma State University 1978 — 1980
Principal Aviation Group 2010 - Present
AIC Title Service February 2003 - Present
Flying L Ranch 2000 - 2003
Massachusetts Mutual 1983 - 2000
Skills
Private Pilot
Education
University of Central Oklahoma 1981 — 1982
Bachelor of Science (BS), Marketing
Oklahoma State University 1978 — 1980
Lisa Lagosh Lisa Lagosh's Massachusetts Mutual Experience 2006 - 2007
Job Financial Solutions Advisor, Asst. Vice President Seeking new opportunity
Industry Financial Services
Experience
Avatar Investment Management September 2012 - 2013
Hellios Wealth Mangement March 2011 - 2013
Genworth Wealth Management-Private Client Group September 2009 - March 2011
Genworth Financial August 2007 - September 2009
Massachusetts Mutual 2006 - 2007
ProEast Asset Management, LLC 2005 - 2005
ING Investment Management 1999 - 2005
American Savings Bank 1985 - 1999
Skills
Staff Development, Series 7, Mutual Funds, Insurance, Investments, Excel, Annuities, Securities, Retirement, Alternative Investments, Financial Planning, Asset Management, Wealth Management, Equities, Retirement Planning, Investment Advisory, Customer Relations, Financial Advisory, New Business Development, Customer Service, Investment Strategies, Team Building, Series 63, Account Management, Banking, Employee Benefits, Series 66, Series 6, Relationship Development, Building Relationships, Client Relationship..., Revenue Building, Asset Allocation, Financial Services, Investment Management, FINRA, Life Insurance, ETFs, 401k, Relationship Management, Wealth, IRAs, Bonds, Variable Annuities, Sales, Separately Managed..., Sales Management, Finance, Personal Finance, Institutional Sales
Education
Central Connecticut State University
BA, Graphic Design
Central Connecticut State University
BA, Art
Avatar Investment Management September 2012 - 2013
Hellios Wealth Mangement March 2011 - 2013
Genworth Wealth Management-Private Client Group September 2009 - March 2011
Genworth Financial August 2007 - September 2009
Massachusetts Mutual 2006 - 2007
ProEast Asset Management, LLC 2005 - 2005
ING Investment Management 1999 - 2005
American Savings Bank 1985 - 1999
Skills
Staff Development, Series 7, Mutual Funds, Insurance, Investments, Excel, Annuities, Securities, Retirement, Alternative Investments, Financial Planning, Asset Management, Wealth Management, Equities, Retirement Planning, Investment Advisory, Customer Relations, Financial Advisory, New Business Development, Customer Service, Investment Strategies, Team Building, Series 63, Account Management, Banking, Employee Benefits, Series 66, Series 6, Relationship Development, Building Relationships, Client Relationship..., Revenue Building, Asset Allocation, Financial Services, Investment Management, FINRA, Life Insurance, ETFs, 401k, Relationship Management, Wealth, IRAs, Bonds, Variable Annuities, Sales, Separately Managed..., Sales Management, Finance, Personal Finance, Institutional Sales
Education
Central Connecticut State University
BA, Graphic Design
Central Connecticut State University
BA, Art
Karriem Pierre. MBA's Massachusetts Mutual Experience September 2006 - March 2008
Job Banker
Industry Banking
Experience
Wells Fargo July 2014 - Present
Ledo Enterprises June 2013 - 2014
Park Avenue Securities & Common Wealth Planning October 2010 - February 2013
Edward Jones March 2008 - December 2008
Massachusetts Mutual September 2006 - March 2008
Skills
Series 7, Wealth Management, Analysis, Retirement Planning, Investments, Leadership Development, Training, Securities, Strategic Financial..., FINRA, Financial Analysis, Fixed Annuities, Management, Retirement, Life Insurance, Financial Services, Asset Allocation, Finance, Financial Advisory, Wealth Management..., 401k Rollovers, Portfolio Management, Long Term Care Insurance, Insurance, Fixed Income, Disability Insurance, Asset Management, Equities, Options, Risk Management, Credit, Relationship Management, Banking, Financial Modeling, Capital Markets, Uniform Combined State..., Mutual Funds, Derivatives, Series 63, Investment Advisory, Trading, Bloomberg, Hedge Funds, Series 6, Investment Strategies, Financial Planners, 401k, Corporate Finance, IRAs, Emerging Markets
Education
Nova Southeastern University 2011 — 2013
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Norfolk State University 1993 — 1998
BA, Clinical Psychology
Wells Fargo July 2014 - Present
Ledo Enterprises June 2013 - 2014
Park Avenue Securities & Common Wealth Planning October 2010 - February 2013
Edward Jones March 2008 - December 2008
Massachusetts Mutual September 2006 - March 2008
Skills
Series 7, Wealth Management, Analysis, Retirement Planning, Investments, Leadership Development, Training, Securities, Strategic Financial..., FINRA, Financial Analysis, Fixed Annuities, Management, Retirement, Life Insurance, Financial Services, Asset Allocation, Finance, Financial Advisory, Wealth Management..., 401k Rollovers, Portfolio Management, Long Term Care Insurance, Insurance, Fixed Income, Disability Insurance, Asset Management, Equities, Options, Risk Management, Credit, Relationship Management, Banking, Financial Modeling, Capital Markets, Uniform Combined State..., Mutual Funds, Derivatives, Series 63, Investment Advisory, Trading, Bloomberg, Hedge Funds, Series 6, Investment Strategies, Financial Planners, 401k, Corporate Finance, IRAs, Emerging Markets
Education
Nova Southeastern University 2011 — 2013
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Norfolk State University 1993 — 1998
BA, Clinical Psychology
Kimberly Hawkins, MBA's Massachusetts Mutual Experience December 1993 - December 1997
Job Internet of Things (IoT), Information Communications Technology and Transportation Technologies
Industry Information Technology and Services
Experience
Intertek August 2011 - Present
Cherie Blair Foundation Mentoring Women in Business Programme March 2013 - February 2015
Society of Automotive Engineers (SAE) 2011 - 2012
Supplier Excellence Alliance June 2008 - July 2011
J. Morita USA February 2005 - June 2008
Tel-A-Patient (Dental and Medical) January 2004 - December 2004
Self and Atam Sahmanian, Inc. 2002 - 2004
California Training Cooperative October 1998 - July 2002
Cherokee, Inc. January 1997 - May 1998
Massachusetts Mutual December 1993 - December 1997
Skills
Strategic Planning, New Business Development, Business Development, Program Management, Project Management, Business Strategy, Six Sigma, Sales, Online Marketing, Strategic Partnerships, Management, CRM, Cross-functional Team..., Start-ups, Marketing Communications, International Business, Strategic Communications, Change Management, Social Networking, Process Improvement, Product Development, Account Management, Business Planning, Contract Negotiation, Marketing Management, Supply Chain Management, Coaching, Online Advertising, Marketing, Sales Management, Executive Management, Fundraising, Manufacturing, Leadership Development, Continuous Improvement, Strategy, Leadership, Marketing Strategy, Competitive Analysis, Salesforce.com, Product Management, Team Management, Budgets, Lean Manufacturing, Market Research, Product Marketing, Business Analysis, Aerospace, Management Consulting, Team Building
Education
University of Southern California - Marshall School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Executive MBA
University of Colorado at Boulder
BS, Business, emphasis Marketing
University of Pittsburgh
SEMESTER AT SEA - Academic Study Abroad Program
Landmark Education
Calabasas High School
College Prep
Intertek August 2011 - Present
Cherie Blair Foundation Mentoring Women in Business Programme March 2013 - February 2015
Society of Automotive Engineers (SAE) 2011 - 2012
Supplier Excellence Alliance June 2008 - July 2011
J. Morita USA February 2005 - June 2008
Tel-A-Patient (Dental and Medical) January 2004 - December 2004
Self and Atam Sahmanian, Inc. 2002 - 2004
California Training Cooperative October 1998 - July 2002
Cherokee, Inc. January 1997 - May 1998
Massachusetts Mutual December 1993 - December 1997
Skills
Strategic Planning, New Business Development, Business Development, Program Management, Project Management, Business Strategy, Six Sigma, Sales, Online Marketing, Strategic Partnerships, Management, CRM, Cross-functional Team..., Start-ups, Marketing Communications, International Business, Strategic Communications, Change Management, Social Networking, Process Improvement, Product Development, Account Management, Business Planning, Contract Negotiation, Marketing Management, Supply Chain Management, Coaching, Online Advertising, Marketing, Sales Management, Executive Management, Fundraising, Manufacturing, Leadership Development, Continuous Improvement, Strategy, Leadership, Marketing Strategy, Competitive Analysis, Salesforce.com, Product Management, Team Management, Budgets, Lean Manufacturing, Market Research, Product Marketing, Business Analysis, Aerospace, Management Consulting, Team Building
Education
University of Southern California - Marshall School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Executive MBA
University of Colorado at Boulder
BS, Business, emphasis Marketing
University of Pittsburgh
SEMESTER AT SEA - Academic Study Abroad Program
Landmark Education
Calabasas High School
College Prep
Kathleen Volino Kathleen Volino's Massachusetts Mutual Experience January 2011 - Present
Job Executive Assistant/Public Relations/Marketing at Massachusetts Mutual
Industry Financial Services
Experience
Massachusetts Mutual January 2011 - Present
Century 21 Prevete Real Estate June 2008 - Present
Veronica Consultants, Inc. 2005 - Present
Procter and Gamble Pharmaceuticals December 1997 - June 2003
Star Publications 1992 - 1993
Skills
Real Estate, Excel, Negotiation, Microsoft Office, Word, Event Planning, Short Sales, Research, Public Relations, Relocation, Customer Relations, Sales Management, Analysis, Customer Service, PowerPoint, Outlook, Administration, Problem Solving, Advertising, Social Media, Account Management, Promotions, Public Speaking, Scheduling, Writing, Teamwork, Online Marketing, Event Management, Residential Homes, Management, Social Networking, Referrals, Investment Properties, Sales
Education
Hofstra University 1989 — 1991
BBA, Marketing
Our Lady of Mercy Academy 1981 — 1985
Regents Diploma
Massachusetts Mutual January 2011 - Present
Century 21 Prevete Real Estate June 2008 - Present
Veronica Consultants, Inc. 2005 - Present
Procter and Gamble Pharmaceuticals December 1997 - June 2003
Star Publications 1992 - 1993
Skills
Real Estate, Excel, Negotiation, Microsoft Office, Word, Event Planning, Short Sales, Research, Public Relations, Relocation, Customer Relations, Sales Management, Analysis, Customer Service, PowerPoint, Outlook, Administration, Problem Solving, Advertising, Social Media, Account Management, Promotions, Public Speaking, Scheduling, Writing, Teamwork, Online Marketing, Event Management, Residential Homes, Management, Social Networking, Referrals, Investment Properties, Sales
Education
Hofstra University 1989 — 1991
BBA, Marketing
Our Lady of Mercy Academy 1981 — 1985
Regents Diploma
Kevin J. Rasch Kevin J. Rasch's Massachusetts Mutual Experience February 2008 - Present
Job Vice President and Assistant General Counsel at Massachusetts Mutual
Industry Financial Services
Experience
Massachusetts Mutual February 2008 - Present
Robinson & Cole LLP 1998 - 2008
Executive Office of the Governor 2004 - 2006
Skills
Legal Writing, Insurance, Financial Services, Securities Regulation, Insurance Law, Corporate Law, Mutual Funds, Strategic Planning, Nonprofits, Risk Management, Strategy, Management, Leadership, Securities, FINRA, Legal Research
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
The College of William and Mary - Marshall Wythe Law School 1995 — 1998
J.D.
Trinity College-Hartford 1992 — 1995
Master’s Degree
Massachusetts Mutual February 2008 - Present
Robinson & Cole LLP 1998 - 2008
Executive Office of the Governor 2004 - 2006
Skills
Legal Writing, Insurance, Financial Services, Securities Regulation, Insurance Law, Corporate Law, Mutual Funds, Strategic Planning, Nonprofits, Risk Management, Strategy, Management, Leadership, Securities, FINRA, Legal Research
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
The College of William and Mary - Marshall Wythe Law School 1995 — 1998
J.D.
Trinity College-Hartford 1992 — 1995
Master’s Degree
Mary Block Mary Block's Massachusetts Mutual Experience March 2003 - August 2005
Job Vice President and Assistant General Counsel, Investigations/SIU at Massachusetts Mutual Life Insurance Company
Industry Financial Services
Experience
Massachusetts Mutual Life Insurance Company August 2015 - Present
Massachusetts Mutual Life Insurance Company November 2011 - August 2015
Massachusetts Mutual Life Insurance Company August 2005 - November 2011
Massachusetts Mutual March 2003 - August 2005
Advest, Inc. December 1998 - March 2003
Advest, Inc. January 1996 - December 1998
Advest, Inc. January 1987 - January 1996
Skills
Investments, Securities, Insurance, Privacy, Negotiation, Policy, Series 7, Investment Advisory, Insurance Law, 401k, Corporate Finance, Corporate Governance, Corporate Law, Due Diligence, ERISA, Equities, Legal Writing, Litigation, Mutual Funds, Privacy Law, Retirement, Risk Management, Series 63, FINRA
Education
Western New England University School of Law 1998 — 2002
JD, Magna cum Laude, Law
The University of Connecticut 1982 — 1986
BA, Sociology
Massachusetts Mutual Life Insurance Company August 2015 - Present
Massachusetts Mutual Life Insurance Company November 2011 - August 2015
Massachusetts Mutual Life Insurance Company August 2005 - November 2011
Massachusetts Mutual March 2003 - August 2005
Advest, Inc. December 1998 - March 2003
Advest, Inc. January 1996 - December 1998
Advest, Inc. January 1987 - January 1996
Skills
Investments, Securities, Insurance, Privacy, Negotiation, Policy, Series 7, Investment Advisory, Insurance Law, 401k, Corporate Finance, Corporate Governance, Corporate Law, Due Diligence, ERISA, Equities, Legal Writing, Litigation, Mutual Funds, Privacy Law, Retirement, Risk Management, Series 63, FINRA
Education
Western New England University School of Law 1998 — 2002
JD, Magna cum Laude, Law
The University of Connecticut 1982 — 1986
BA, Sociology
Duane Lawrence Duane Lawrence's Massachusetts Mutual Experience March 1994 - November 1998
Job Regional Sales Representative at SumTotal Systems, LLC
Industry Computer Software
Experience
SumTotal Systems, LLC December 2013 - Present
Military Family Home Loan 2013 - 2014
Wells Fargo November 2003 - June 2012
CCP Industries November 1998 - November 2003
Massachusetts Mutual March 1994 - November 1998
Skills
Strategic Thinking, Results Focused, Responsibility, Selling, Sales, Result Oriented
Education
Central College 1981 — 1985
BS, Business Management
Central College 1981 — 1985
Business Administration and Management, General
SumTotal Systems, LLC December 2013 - Present
Military Family Home Loan 2013 - 2014
Wells Fargo November 2003 - June 2012
CCP Industries November 1998 - November 2003
Massachusetts Mutual March 1994 - November 1998
Skills
Strategic Thinking, Results Focused, Responsibility, Selling, Sales, Result Oriented
Education
Central College 1981 — 1985
BS, Business Management
Central College 1981 — 1985
Business Administration and Management, General
Betty Gawle Betty Gawle's Massachusetts Mutual Experience July 1988 - February 1990
Job Medical Assistant at Healthcare Delivery Systems
Industry Medical Practice
Experience
Healthcare Delivery Systems February 1996 - Present
Allmerica Financial August 1990 - February 1996
Massachusetts Mutual July 1988 - February 1990
Skills
Vital Signs, EKG, Medical Terminology, medical billing, Medical Records, Medical Billing, Physiology, Medicine, CPT, Anatomy, Hospitals, ICD-9, EMR, Healthcare
Education
Triton College 1981 — 1983
Healthcare Delivery Systems February 1996 - Present
Allmerica Financial August 1990 - February 1996
Massachusetts Mutual July 1988 - February 1990
Skills
Vital Signs, EKG, Medical Terminology, medical billing, Medical Records, Medical Billing, Physiology, Medicine, CPT, Anatomy, Hospitals, ICD-9, EMR, Healthcare
Education
Triton College 1981 — 1983
Amanda Solomon Amanda Solomon's Massachusetts Mutual Experience July 2011 - March 2012
Job Territory Sales Representative at Allergan, formerly Actavis
Industry Pharmaceuticals
Experience
Allergan, formerly Actavis June 2015 - Present
Lucas Group June 2012 - June 2015
Massachusetts Mutual July 2011 - March 2012
Education
University of Houston
BA, Public Relations
Cypress Creek
Heflin Elementary
Allergan, formerly Actavis June 2015 - Present
Lucas Group June 2012 - June 2015
Massachusetts Mutual July 2011 - March 2012
Education
University of Houston
BA, Public Relations
Cypress Creek
Heflin Elementary
Malachi Crawford Malachi Crawford's Massachusetts Mutual Experience July 2015 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Massachusetts Mutual July 2015 - Present
Northwestern Mutual October 2012 - June 2015
Cibola Vista Resort & Spa Bluegreen Corporation March 2008 - June 2012
Omega Schools, Inc. August 2000 - 2006
Skills
Food & Beverage, Resorts, Hospitality Management, Customer Acquisition, Event Management, Leadership, Operations Management, Social Networking, Recruiting, Inventory Management, Microsoft Excel, PowerPoint, Sales, Coaching, Customer Satisfaction, Negotiation, Customer Service, Microsoft Word, Cold Calling, Sales Presentations, Team Building, Account Management, Public Relations, Social Media, Public Speaking, Process Improvement, Fundraising, Business Development, Team Leadership, Sales Operations, New Business Development, Social Media Marketing, Training, Microsoft Office, Direct Sales, Project Planning, Engaging Public Speaker, Leadership Development, Salesforce.com
Education
Arizona State University 1993 — 1998
Bachelor of Interdisciplinary Studies, Sociology & Justice Theory
Gilbert High School 1989 — 1993
Massachusetts Mutual July 2015 - Present
Northwestern Mutual October 2012 - June 2015
Cibola Vista Resort & Spa Bluegreen Corporation March 2008 - June 2012
Omega Schools, Inc. August 2000 - 2006
Skills
Food & Beverage, Resorts, Hospitality Management, Customer Acquisition, Event Management, Leadership, Operations Management, Social Networking, Recruiting, Inventory Management, Microsoft Excel, PowerPoint, Sales, Coaching, Customer Satisfaction, Negotiation, Customer Service, Microsoft Word, Cold Calling, Sales Presentations, Team Building, Account Management, Public Relations, Social Media, Public Speaking, Process Improvement, Fundraising, Business Development, Team Leadership, Sales Operations, New Business Development, Social Media Marketing, Training, Microsoft Office, Direct Sales, Project Planning, Engaging Public Speaker, Leadership Development, Salesforce.com
Education
Arizona State University 1993 — 1998
Bachelor of Interdisciplinary Studies, Sociology & Justice Theory
Gilbert High School 1989 — 1993
Robert Pepperday Robert Pepperday's Massachusetts Mutual Experience December 2010 - August 2013
Job Channel Account Specialist II at Ingram Micro
Industry Financial Services
Experience
Ingram Micro October 2014 - Present
Alliance Advisory Group, Inc. August 2013 - September 2014
Massachusetts Mutual December 2010 - August 2013
Summit Financial Services March 2009 - October 2010
New England Financial January 2008 - March 2009
National Securities Corporation September 2007 - January 2008
New England Financial July 2005 - August 2007
Skills
Retirement Planning, Investments, Series 7, Retirement, Fixed Annuities, Mutual Funds, Uniform Combined State..., Disability Insurance, 401k, Strategic Financial..., Long-term Care, Estate Planning, Life Insurance, Portfolio Management, Series 63, Insurance, Term Life Insurance, Series 6, Securities, IRAs, Health Insurance, Roth IRA, Life & Health Insurance..., ETFs, Variable Annuities, 401k Rollovers, Whole Life, Small Business, Wealth, Long Term Care Insurance, Financial Analysis, Pensions, Employee Benefits, Investment Advisory, Asset Allocation, Financial Planners, Financial Services, Finance, Personal Financial..., Investment Strategies, Sales, Wealth Accumulation, Wealth Management..., Banking, Wealth Management, Asset Management, Financial Advisory
Education
State University of New York College at Buffalo 2003 — 2007
Business Administration, Finance
St Josephs Collegiate High School 1999 — 2003
Ingram Micro October 2014 - Present
Alliance Advisory Group, Inc. August 2013 - September 2014
Massachusetts Mutual December 2010 - August 2013
Summit Financial Services March 2009 - October 2010
New England Financial January 2008 - March 2009
National Securities Corporation September 2007 - January 2008
New England Financial July 2005 - August 2007
Skills
Retirement Planning, Investments, Series 7, Retirement, Fixed Annuities, Mutual Funds, Uniform Combined State..., Disability Insurance, 401k, Strategic Financial..., Long-term Care, Estate Planning, Life Insurance, Portfolio Management, Series 63, Insurance, Term Life Insurance, Series 6, Securities, IRAs, Health Insurance, Roth IRA, Life & Health Insurance..., ETFs, Variable Annuities, 401k Rollovers, Whole Life, Small Business, Wealth, Long Term Care Insurance, Financial Analysis, Pensions, Employee Benefits, Investment Advisory, Asset Allocation, Financial Planners, Financial Services, Finance, Personal Financial..., Investment Strategies, Sales, Wealth Accumulation, Wealth Management..., Banking, Wealth Management, Asset Management, Financial Advisory
Education
State University of New York College at Buffalo 2003 — 2007
Business Administration, Finance
St Josephs Collegiate High School 1999 — 2003
Donald Fleming Donald Fleming's Massachusetts Mutual Experience January 2009 - June 2010
Job Managing Member at Creedom Financial Services LLC
Industry Financial Services
Experience
Creedom Financial Services LLC January 2012 - Present
Square 1 Bank July 2010 - January 2013
Massachusetts Mutual January 2009 - June 2010
Merill Lynch June 2007 - December 2008
Morgan Stanley May 1990 - January 2004
Skills
Portfolio Management, Equities, Financial Analysis, Financial Modeling, Investments, Banking
Education
University of Pittsburgh 1985 — 1989
BS, Business
Carnegie Mellon University 1982 — 1985
Kent School
Creedom Financial Services LLC January 2012 - Present
Square 1 Bank July 2010 - January 2013
Massachusetts Mutual January 2009 - June 2010
Merill Lynch June 2007 - December 2008
Morgan Stanley May 1990 - January 2004
Skills
Portfolio Management, Equities, Financial Analysis, Financial Modeling, Investments, Banking
Education
University of Pittsburgh 1985 — 1989
BS, Business
Carnegie Mellon University 1982 — 1985
Kent School
Taylor Facile Taylor Facile's Massachusetts Mutual Experience May 2005 - August 2005
Job International Business Development, Procurement, and Sales
Industry Food Production
Experience
Texas Star Nut & Food Company September 2009 - Present
UTSA Department of Finance June 2010 - May 2011
UTSA 2010 - 2011
Chung Dahm Institute July 2007 - September 2008
Northwestern Mutual September 2006 - July 2007
Massachusetts Mutual May 2005 - August 2005
Skills
International Marketing, Financial Analysis, Market Research
Education
The University of Texas at San Antonio 2010 — 2011
MBA, International Business
Texas Tech University 2001 — 2006
BS, Personal Financial Planning
Texas Star Nut & Food Company September 2009 - Present
UTSA Department of Finance June 2010 - May 2011
UTSA 2010 - 2011
Chung Dahm Institute July 2007 - September 2008
Northwestern Mutual September 2006 - July 2007
Massachusetts Mutual May 2005 - August 2005
Skills
International Marketing, Financial Analysis, Market Research
Education
The University of Texas at San Antonio 2010 — 2011
MBA, International Business
Texas Tech University 2001 — 2006
BS, Personal Financial Planning
Keisha Clowers Keisha Clowers's Massachusetts Mutual Experience April 2005 - September 2005
Job Executive Admin to VP of Strategy, Planning, & Bus Dev of The McDonald's Div at The CocaCola Company
Industry Financial Services
Experience
The Coca-Cola Company February 2014 - Present
The Coca-Cola Company February 2011 - February 2014
MadisonGrey January 2006 - October 2010
Massachusetts Mutual April 2005 - September 2005
Universal Personnel January 2003 - April 2005
Skills
Microsoft Excel, System Administration, Management, Team Building, Human Resources, Customer Service, Sales, Time Management, Customer Satisfaction, Cold Calling
Education
Xavier University Preparatory High School 1994 — 1997
University of Phoenix
Business Administration
The Coca-Cola Company February 2014 - Present
The Coca-Cola Company February 2011 - February 2014
MadisonGrey January 2006 - October 2010
Massachusetts Mutual April 2005 - September 2005
Universal Personnel January 2003 - April 2005
Skills
Microsoft Excel, System Administration, Management, Team Building, Human Resources, Customer Service, Sales, Time Management, Customer Satisfaction, Cold Calling
Education
Xavier University Preparatory High School 1994 — 1997
University of Phoenix
Business Administration
Terri Ellis Terri Ellis's Massachusetts Mutual Experience August 2011 - March 2012
Job Western & Southern Life
Industry Insurance
Experience
Western and Southern Life June 2015 - Present
Wells Fargo Home Mortgage September 2014 - June 2015
Huntington National Bank April 2012 - September 2013
Massachusetts Mutual August 2011 - March 2012
Fifth Third Bank May 2005 - December 2009
KeyBank April 2001 - May 2005
Skills
Banking, Coaching, Community Outreach, Consumer Lending, Customer Service, Disability Insurance, Employee Benefits, Financial Services, Fixed Annuities, Fundraising, Finance, Event Planning, Leadership, Leadership Development, Loans, Life Insurance, Long Term Care Insurance, Management, Marketing, Mortgage Lending, Public Speaking, Sales, Strategic Planning, Team Building, Training, Whole Life, Project Management, Process Improvement
Education
Lourdes College 2004 — 2008
Bachelor of Arts and Science, Business Adminstration
Liberty University
Bachelor of Arts, Management and Organizational Leadership
Western and Southern Life June 2015 - Present
Wells Fargo Home Mortgage September 2014 - June 2015
Huntington National Bank April 2012 - September 2013
Massachusetts Mutual August 2011 - March 2012
Fifth Third Bank May 2005 - December 2009
KeyBank April 2001 - May 2005
Skills
Banking, Coaching, Community Outreach, Consumer Lending, Customer Service, Disability Insurance, Employee Benefits, Financial Services, Fixed Annuities, Fundraising, Finance, Event Planning, Leadership, Leadership Development, Loans, Life Insurance, Long Term Care Insurance, Management, Marketing, Mortgage Lending, Public Speaking, Sales, Strategic Planning, Team Building, Training, Whole Life, Project Management, Process Improvement
Education
Lourdes College 2004 — 2008
Bachelor of Arts and Science, Business Adminstration
Liberty University
Bachelor of Arts, Management and Organizational Leadership
Bill Riddle's Massachusetts Mutual Experience October 1977 - February 1986
Job Vice President, Regional Sales Director
Industry Insurance
Experience
FlexCorp, A TASC company February 1986 - Present
Flexible Corporate Plans February 1986 - Present
Flexible Corporate Plans, Inc. February 1986 - Present
Massachusetts Mutual October 1977 - February 1986
Education
Samford University 1968 — 1972
Samford University 1968 — 1972
AB, History, Political Science
FlexCorp, A TASC company February 1986 - Present
Flexible Corporate Plans February 1986 - Present
Flexible Corporate Plans, Inc. February 1986 - Present
Massachusetts Mutual October 1977 - February 1986
Education
Samford University 1968 — 1972
Samford University 1968 — 1972
AB, History, Political Science
Roger Roberge's Massachusetts Mutual Experience January 1998 - May 2000
Job Managing Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management May 2000 - Present
Massachusetts Mutual January 1998 - May 2000
Park West Bank and Trust Company August 1988 - January 1998
Federal Reserve Bank of Boston September 1980 - August 1988
Skills
High Yield, Fixed Income, Asset Management, CDO, Asset Allocation, Structured Finance, CLO, MBS, Private Equity, Equities, Investments, Structured Products, ABS, Portfolio Management, Alternative Investments, Hedge Funds
Education
American International College 1984 — 1988
Bachelor's degree, Finance, General, 3.83
Babson Capital Management May 2000 - Present
Massachusetts Mutual January 1998 - May 2000
Park West Bank and Trust Company August 1988 - January 1998
Federal Reserve Bank of Boston September 1980 - August 1988
Skills
High Yield, Fixed Income, Asset Management, CDO, Asset Allocation, Structured Finance, CLO, MBS, Private Equity, Equities, Investments, Structured Products, ABS, Portfolio Management, Alternative Investments, Hedge Funds
Education
American International College 1984 — 1988
Bachelor's degree, Finance, General, 3.83
Stephen Good's Massachusetts Mutual Experience February 2011 - September 2014
Job Managing Director for MassMutual Seattle
Industry Financial Services
Experience
MassMutual Financial Group September 2014 - Present
NAIFA August 2003 - Present
Massachusetts Mutual February 2011 - September 2014
USAA February 2010 - February 2011
The Asset Management Group January 2006 - February 2010
Guardian Life April 2005 - January 2010
Prudential Financial March 2002 - April 2005
University of Miami May 2000 - February 2002
Skills
Life Insurance, Financial Advisory, Wealth, Leadership, Finance, Long Term Care Insurance, Training, Financial Services, Recruiting, Employee Benefits, Disability Insurance, Series 6, 401k, IRAs, Series 7, Insurance, Financial Planning, Retirement Planning, Wealth Management, Investments, Retirement, Fixed Annuities, Mutual Funds
Education
University of Miami 1996 — 2000
BS, Marine Science and Biology
The Haverford School 1988 — 1996
High School
MassMutual Financial Group September 2014 - Present
NAIFA August 2003 - Present
Massachusetts Mutual February 2011 - September 2014
USAA February 2010 - February 2011
The Asset Management Group January 2006 - February 2010
Guardian Life April 2005 - January 2010
Prudential Financial March 2002 - April 2005
University of Miami May 2000 - February 2002
Skills
Life Insurance, Financial Advisory, Wealth, Leadership, Finance, Long Term Care Insurance, Training, Financial Services, Recruiting, Employee Benefits, Disability Insurance, Series 6, 401k, IRAs, Series 7, Insurance, Financial Planning, Retirement Planning, Wealth Management, Investments, Retirement, Fixed Annuities, Mutual Funds
Education
University of Miami 1996 — 2000
BS, Marine Science and Biology
The Haverford School 1988 — 1996
High School
Randy Gardner's Massachusetts Mutual Experience September 1980 - May 1983
Job Founder & Managing Member at Chronic Care Metrix, LLC
Industry Information Technology and Services
Experience
Chronic Care Metrix, LLC February 2015 - Present
ActiveCare April 2013 - January 2015
4G Biometrics, LLC September 2009 - March 2013
Benefit Informatics June 2006 - February 2009
Sourceworks ClaimsPay October 2003 - April 2006
The Heusinkveld Group of Companies December 1996 - May 2001
Self Employed May 1988 - August 1995
Unum 1983 - 1988
Massachusetts Mutual September 1980 - May 1983
Skills
Healthcare, Consultative Selling, Strategic Planning, Sales Management, Insurance, Marketing, Health Insurance, Selling, Business Strategy, Account Management, New Business Development, Employee Benefits, Business Intelligence, Business Development, Start-ups, Executive Management, Team Building, Operations Management, Process Improvement, Managed Care, Mergers & Acquisitions
Education
Northeastern State University 1977 — 1979
Bachelor's degree, Finance, General
Muskogee High 1972 — 1974
Chronic Care Metrix, LLC February 2015 - Present
ActiveCare April 2013 - January 2015
4G Biometrics, LLC September 2009 - March 2013
Benefit Informatics June 2006 - February 2009
Sourceworks ClaimsPay October 2003 - April 2006
The Heusinkveld Group of Companies December 1996 - May 2001
Self Employed May 1988 - August 1995
Unum 1983 - 1988
Massachusetts Mutual September 1980 - May 1983
Skills
Healthcare, Consultative Selling, Strategic Planning, Sales Management, Insurance, Marketing, Health Insurance, Selling, Business Strategy, Account Management, New Business Development, Employee Benefits, Business Intelligence, Business Development, Start-ups, Executive Management, Team Building, Operations Management, Process Improvement, Managed Care, Mergers & Acquisitions
Education
Northeastern State University 1977 — 1979
Bachelor's degree, Finance, General
Muskogee High 1972 — 1974
Matt Naughton's Massachusetts Mutual Experience 2004 - 2006
Job Principal at Mercer
Industry Insurance
Experience
Mercer August 2006 - Present
Massachusetts Mutual 2004 - 2006
Massachusetts Mutual 2000 - 2004
Hartford Life 1994 - 2000
Travelers 1988 - 1991
Skills
Disability Insurance, Reinsurance, Actuarial Consulting, Actuarial Science, Fixed Annuities, Insurance, Health Insurance, Employee Benefits, Defined Benefit, Pricing, Financial Modeling
Education
University of Arizona 1991 — 1994
MS, Mathematics
University of Massachusetts, Amherst 1985 — 1988
BS, Mathematics Honors
Mercer August 2006 - Present
Massachusetts Mutual 2004 - 2006
Massachusetts Mutual 2000 - 2004
Hartford Life 1994 - 2000
Travelers 1988 - 1991
Skills
Disability Insurance, Reinsurance, Actuarial Consulting, Actuarial Science, Fixed Annuities, Insurance, Health Insurance, Employee Benefits, Defined Benefit, Pricing, Financial Modeling
Education
University of Arizona 1991 — 1994
MS, Mathematics
University of Massachusetts, Amherst 1985 — 1988
BS, Mathematics Honors
Sue Fyten's Massachusetts Mutual Experience September 1999 - October 2004
Job Director, Business Development and Operations at HR on Demand
Industry Human Resources
Experience
HR on Demand April 2010 - Present
Massachusetts Mutual September 1999 - October 2004
Aetna 1990 - 1997
Skills
Human Resources, Employee Benefits, Employee Relations, Sales, Recruiting, Organizational..., Strategic Planning, Temporary Placement, Deferred Compensation, Employment Law, Performance Management, Talent Management, Talent Acquisition, Applicant Tracking..., Leadership Development, Succession Planning, Training
Education
Iowa State University 1965 — 1969
BS, English
HR on Demand April 2010 - Present
Massachusetts Mutual September 1999 - October 2004
Aetna 1990 - 1997
Skills
Human Resources, Employee Benefits, Employee Relations, Sales, Recruiting, Organizational..., Strategic Planning, Temporary Placement, Deferred Compensation, Employment Law, Performance Management, Talent Management, Talent Acquisition, Applicant Tracking..., Leadership Development, Succession Planning, Training
Education
Iowa State University 1965 — 1969
BS, English
Tim Corbett's Massachusetts Mutual Experience May 2011 - Present
Job Executive Vice President & Chief Investment Officer at Massachusetts Mutual
Industry Insurance
Experience
Massachusetts Mutual May 2011 - Present
State of Connecticut - Office of the Treasurer August 2009 - July 2011
McMorgan & Company July 2008 - April 2009
Hartford Investment Management Co March 2002 - July 2008
Aetna June 1982 - March 2002
Skills
Investments, Asset Management, Mutual Funds, Risk Management, Portfolio Management, Fixed Income, Trading, Financial Analysis, Asset Managment, Financial Risk, Management, Equities, Pensions, Investment Strategies, Strategy, Emerging Markets, Mergers & Acquisitions, Retirement Planning
Education
University of North Carolina at Chapel Hill 1978 — 1982
BS, Mathematics
Massachusetts Mutual May 2011 - Present
State of Connecticut - Office of the Treasurer August 2009 - July 2011
McMorgan & Company July 2008 - April 2009
Hartford Investment Management Co March 2002 - July 2008
Aetna June 1982 - March 2002
Skills
Investments, Asset Management, Mutual Funds, Risk Management, Portfolio Management, Fixed Income, Trading, Financial Analysis, Asset Managment, Financial Risk, Management, Equities, Pensions, Investment Strategies, Strategy, Emerging Markets, Mergers & Acquisitions, Retirement Planning
Education
University of North Carolina at Chapel Hill 1978 — 1982
BS, Mathematics
Claudia Quinlan's Massachusetts Mutual Experience January 2005 - July 2006
Job Regional Sales Consultant at Mass Mutual
Industry Insurance
Experience
MassMutual Financial Group January 2013 - Present
Hartford Life Insurance July 2006 - January 2013
Massachusetts Mutual January 2005 - July 2006
Hartford Life Insurance November 2003 - January 2005
Hartford Life Insurance August 2001 - November 2003
Hartford Life Insurance April 2000 - August 2001
Hartford Life Insurance August 1999 - April 2000
James Bowie Elementary August 1997 - August 1999
Booker T. Washington Elementary August 1996 - August 1997
Skills
Series 6, Series 63, Insurance, Investments, 401k, Sales, New Business Development, Relationship Management, Management, Retirement, Financial Services
Education
Texas State University-San Marcos 1991 — 1995
Bachelor of Science (B.S.), Interdisplinary studies
MassMutual Financial Group January 2013 - Present
Hartford Life Insurance July 2006 - January 2013
Massachusetts Mutual January 2005 - July 2006
Hartford Life Insurance November 2003 - January 2005
Hartford Life Insurance August 2001 - November 2003
Hartford Life Insurance April 2000 - August 2001
Hartford Life Insurance August 1999 - April 2000
James Bowie Elementary August 1997 - August 1999
Booker T. Washington Elementary August 1996 - August 1997
Skills
Series 6, Series 63, Insurance, Investments, 401k, Sales, New Business Development, Relationship Management, Management, Retirement, Financial Services
Education
Texas State University-San Marcos 1991 — 1995
Bachelor of Science (B.S.), Interdisplinary studies
Bill Blaskiewicz's Massachusetts Mutual Experience 1993 - 1998
Job CFO at Gunther International
Industry Machinery
Experience
Gunther International March 2007 - Present
AMERICAN EAGLE COMMUNITIES, LLC. 2005 - February 2007
OPTICARE HEALTH SYSTEMS, INC. 1998 - 2005
MASSACHUSETTS MUTUAL 1993 - 1998
ERNST & YOUNG 1989 - 1993
Skills
Forecasting, Financial Analysis, Process Improvement, Accounting, Strategic Planning, Analysis, Auditing, Start-ups, Leadership, Project Management, Budgets, Financial Reporting, Managerial Finance, Mergers & Acquisitions, Finance, Management
Education
University of Hartford
Master of Business Administration (M.B.A.), Finance, General
Central Connecticut State University 1981 — 1985
Bachelor of Science (B.S.), Accounting
Gunther International March 2007 - Present
AMERICAN EAGLE COMMUNITIES, LLC. 2005 - February 2007
OPTICARE HEALTH SYSTEMS, INC. 1998 - 2005
MASSACHUSETTS MUTUAL 1993 - 1998
ERNST & YOUNG 1989 - 1993
Skills
Forecasting, Financial Analysis, Process Improvement, Accounting, Strategic Planning, Analysis, Auditing, Start-ups, Leadership, Project Management, Budgets, Financial Reporting, Managerial Finance, Mergers & Acquisitions, Finance, Management
Education
University of Hartford
Master of Business Administration (M.B.A.), Finance, General
Central Connecticut State University 1981 — 1985
Bachelor of Science (B.S.), Accounting
Regge Krueger's Massachusetts Mutual Experience 1973 - 1975
Job Retired
Industry Consumer Goods
Experience
Retired after 35 years in CPG Industry January 2011 - Present
Acosta Sales & Marketing June 1993 - December 2010
The Clorox Company 1993 - 2010
Georgia-Pacific LLC 1983 - 1993
Kraft (Formerly General Foods) 1975 - 1983
Massachusetts Mutual 1973 - 1975
Education
St. Norbert College 1969 — 1973
BA, History
Retired after 35 years in CPG Industry January 2011 - Present
Acosta Sales & Marketing June 1993 - December 2010
The Clorox Company 1993 - 2010
Georgia-Pacific LLC 1983 - 1993
Kraft (Formerly General Foods) 1975 - 1983
Massachusetts Mutual 1973 - 1975
Education
St. Norbert College 1969 — 1973
BA, History
Mel Schlueter's Massachusetts Mutual Experience August 1990 - January 1992
Job Medical Mutual Of Ohio at Antares Management Solutions
Industry Insurance
Experience
Medical Mutual Of Ohio April 1992 - Present
Massachusetts Mutual August 1990 - January 1992
Community Mutual Insurance Company July 1985 - August 1990
Education
University of Cincinnati College of Business 1964 — 1969
BBA, Marketing
Medical Mutual Of Ohio April 1992 - Present
Massachusetts Mutual August 1990 - January 1992
Community Mutual Insurance Company July 1985 - August 1990
Education
University of Cincinnati College of Business 1964 — 1969
BBA, Marketing
Jeff Schlossman's Massachusetts Mutual Experience 1981 - 1982
Job VP at Goldmark Schlossman Commercial RE
Industry Commercial Real Estate
Experience
Goldmark Schlossman Commercial RE Commercial Real Estate AppraiserRepublic Bank1983 - 1985
Massachusetts Mutual 1981 - 1982
Skills
Real Estate, Financial Analysis, Asset Managment, Investments, Due Diligence, Portfolio Management, Asset Management, Investment Properties, Strategic Planning, Risk Management, Contract Negotiation, Commercial Lending, Disposition, Budgets, Entrepreneurship, Finance, Leadership, Leases, Loans, Location Intelligence, Management, Management Consulting, Mergers & Acquisitions, Negotiation, New Business Development, Property Management, Real Estate Development, Strategy
Education
The University of Dallas 1983 — 1985
MBA, Finance
Southern Methodist University - Cox School of Business 1977 — 1981
BBA, Real Estate/Finance Minor in Economics
Goldmark Schlossman Commercial RE Commercial Real Estate AppraiserRepublic Bank1983 - 1985
Massachusetts Mutual 1981 - 1982
Skills
Real Estate, Financial Analysis, Asset Managment, Investments, Due Diligence, Portfolio Management, Asset Management, Investment Properties, Strategic Planning, Risk Management, Contract Negotiation, Commercial Lending, Disposition, Budgets, Entrepreneurship, Finance, Leadership, Leases, Loans, Location Intelligence, Management, Management Consulting, Mergers & Acquisitions, Negotiation, New Business Development, Property Management, Real Estate Development, Strategy
Education
The University of Dallas 1983 — 1985
MBA, Finance
Southern Methodist University - Cox School of Business 1977 — 1981
BBA, Real Estate/Finance Minor in Economics
Sam Sahouri Ghanem's Massachusetts Mutual Experience February 1988 - Present
Job CEO of Advanced Financial Group Inc.AFGInc.
Industry International Trade and Development
Experience
Advanced Financial Group Inc. –AFG Inc. May 1998 - Present
Massachusetts Mutual February 1988 - Present
Skills
Strategic Planning, Insurance, Business Strategy, Human Resources, Business Planning
Education
Northeastern Illinois University 1975 — 1978
BA, Education
Advanced Financial Group Inc. –AFG Inc. May 1998 - Present
Massachusetts Mutual February 1988 - Present
Skills
Strategic Planning, Insurance, Business Strategy, Human Resources, Business Planning
Education
Northeastern Illinois University 1975 — 1978
BA, Education
William Cargill's Massachusetts Mutual Experience August 1977 - November 1979
Job President at Cargill Insurance
Industry Insurance
Experience
Cargill Insurance September 1987 - Present
Family Agency November 1979 - August 1987
Massachusetts Mutual August 1977 - November 1979
Skills
New Business Development, Insurance, Commercial Insurance, Sales Management, Property & Casualty..., Strategic Planning, Negotiation, Underwriting, Team Building, Mergers & Acquisitions, Small Business, Business Planning, General Insurance, Sales, Customer Service
Education
Northeastern University 1977 — 1980
Bachelor of Applied Science (B.A.Sc.), Finance, General
Cargill Insurance September 1987 - Present
Family Agency November 1979 - August 1987
Massachusetts Mutual August 1977 - November 1979
Skills
New Business Development, Insurance, Commercial Insurance, Sales Management, Property & Casualty..., Strategic Planning, Negotiation, Underwriting, Team Building, Mergers & Acquisitions, Small Business, Business Planning, General Insurance, Sales, Customer Service
Education
Northeastern University 1977 — 1980
Bachelor of Applied Science (B.A.Sc.), Finance, General
Craig Cheney's Massachusetts Mutual Experience 2005 - 2008
Job Branch Director / Private Wealth Manager Upstream Investment Partners
Industry Financial Services
Experience
Upstream Investment Partners, LLC August 2012 - Present
Sage Wealth Management LLC / MassMutual August 2010 - August 2012
LPL January 2010 - May 2011
Massachusetts Mutual 2005 - 2008
MFS Investment Management 1994 - 2000
Skills
Retirement, Life Insurance, Insurance, Securities, Investments, Finance, Financial Advisory, Mutual Funds, Retirement Planning, Series 7, Series 63, Wealth
Education
Eastern Oregon University 1972 — 1975
Upstream Investment Partners, LLC August 2012 - Present
Sage Wealth Management LLC / MassMutual August 2010 - August 2012
LPL January 2010 - May 2011
Massachusetts Mutual 2005 - 2008
MFS Investment Management 1994 - 2000
Skills
Retirement, Life Insurance, Insurance, Securities, Investments, Finance, Financial Advisory, Mutual Funds, Retirement Planning, Series 7, Series 63, Wealth
Education
Eastern Oregon University 1972 — 1975
Bryon Wait's Massachusetts Mutual Experience 2010 - Present
Job Surgical Sales Rep at DePuy Mitek
Industry Investment Management
Experience
DePuy Mitek October 2012 - Present
Massachusetts Mutual 2010 - Present
Power 106 2006 - 2010
Emmis Communications 2006 - 2010
Education
University of California, Los Angeles 1998 — 2002
B.A., Political Science
DePuy Mitek October 2012 - Present
Massachusetts Mutual 2010 - Present
Power 106 2006 - 2010
Emmis Communications 2006 - 2010
Education
University of California, Los Angeles 1998 — 2002
B.A., Political Science
Elizabeth Labbe, CBAP's Massachusetts Mutual Experience 2000 - 2001
Job Enterprise Business Analyst at United Health Group
Industry Insurance
Experience
United Health Group August 2011 - March 2014
Health Net 2002 - 2011
Massachusetts Mutual 2000 - 2001
Lincoln National Life Insurance Company 1997 - 2000
Pratt & Whitney Aircraft 1996 - 1997
ABB/Combustion Engineering 1993 - 1995
Aetna 1990 - 1992
Skills
IIBA CBAP certification..., Requirements Gathering, Testing, SQL, Mainframe, TSO, Analysis, Program Management, IBM Mainframe, Test Planning, Data Migration, Change Management, Security, Management
Education
Rensselaer Polytechnic Institute at Hartford 1985 — 1992
MS, Computer & Information Science
Central Connecticut State University 1976 — 1980
BA, Chemistry
Post University
MBA
United Health Group August 2011 - March 2014
Health Net 2002 - 2011
Massachusetts Mutual 2000 - 2001
Lincoln National Life Insurance Company 1997 - 2000
Pratt & Whitney Aircraft 1996 - 1997
ABB/Combustion Engineering 1993 - 1995
Aetna 1990 - 1992
Skills
IIBA CBAP certification..., Requirements Gathering, Testing, SQL, Mainframe, TSO, Analysis, Program Management, IBM Mainframe, Test Planning, Data Migration, Change Management, Security, Management
Education
Rensselaer Polytechnic Institute at Hartford 1985 — 1992
MS, Computer & Information Science
Central Connecticut State University 1976 — 1980
BA, Chemistry
Post University
MBA
Angela Hoeltzel's Massachusetts Mutual Experience October 2011 - February 2012
Job Portuguese Instructor at Berlitz Corporation
Industry Financial Services
Experience
Massachusetts Mutual October 2011 - February 2012
New York Life Insurance Company August 2009 - January 2010
Skills
Language Teaching, Tutoring, Strategic Financial..., Life Insurance
Education
Pace University - Lubin School of Business 1996 — 2000
Finance, finance
Massachusetts Mutual October 2011 - February 2012
New York Life Insurance Company August 2009 - January 2010
Skills
Language Teaching, Tutoring, Strategic Financial..., Life Insurance
Education
Pace University - Lubin School of Business 1996 — 2000
Finance, finance
M. Rhett Holland's Massachusetts Mutual Experience August 2004 - April 2006
Job Associate at Michael Best & Friedrich
Industry Legal Services
Experience
Michael Best & Friedrich LLP January 2012 - Present
US Trust, Bank of America Private Wealth Management July 2006 - May 2008
Massachusetts Mutual August 2004 - April 2006
Education
Marquette University Law School 2008 — 2011
J.D.
Sewanee-The University of the South 2000 — 2004
BA, Political Science
Michael Best & Friedrich LLP January 2012 - Present
US Trust, Bank of America Private Wealth Management July 2006 - May 2008
Massachusetts Mutual August 2004 - April 2006
Education
Marquette University Law School 2008 — 2011
J.D.
Sewanee-The University of the South 2000 — 2004
BA, Political Science
Dan Pouliot's Massachusetts Mutual Experience January 2006 - October 2012
Job Assistant Vice President Product Advisor at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group November 2013 - Present
MassMutual Financial Group November 2012 - November 2013
Massachusetts Mutual January 2006 - October 2012
Massachusetts Mutual Life Insurance Company 2002 - 2006
Skills
Insurance, Management, Employee Benefits, Sales, Disability Insurance, Life Insurance, Training
Education
Boston College 1991 — 1994
BA, Communications
MassMutual Financial Group November 2013 - Present
MassMutual Financial Group November 2012 - November 2013
Massachusetts Mutual January 2006 - October 2012
Massachusetts Mutual Life Insurance Company 2002 - 2006
Skills
Insurance, Management, Employee Benefits, Sales, Disability Insurance, Life Insurance, Training
Education
Boston College 1991 — 1994
BA, Communications
Mitch Glentzer's Massachusetts Mutual Experience June 2011 - August 2011
Job Alternative Investments at Kline Family Farms
Industry Farming
Experience
Kline Family Farms May 2015 - Present
Green 365 March 2015 - Present
Mayo Clinic Ventures May 2013 - August 2013
Pentair May 2012 - August 2012
Massachusetts Mutual June 2011 - August 2011
Education
University of St. Thomas 2010 — 2014
JD/MBA
Indiana University Bloomington 2006 — 2010
BS, Entrepreneurship, Management
Kline Family Farms May 2015 - Present
Green 365 March 2015 - Present
Mayo Clinic Ventures May 2013 - August 2013
Pentair May 2012 - August 2012
Massachusetts Mutual June 2011 - August 2011
Education
University of St. Thomas 2010 — 2014
JD/MBA
Indiana University Bloomington 2006 — 2010
BS, Entrepreneurship, Management
Andrew Annison's Massachusetts Mutual Experience 2003 - 2004
Job Sales/Print Management Consultant
Industry Business Supplies and Equipment
Experience
RJ Young October 2010 - Present
RJ Young Company November 2004 - October 2010
Massachusetts Mutual 2003 - 2004
Skills
Document Imaging, Document Management, Print Management, Managed Print Services, Sales, B2B, Sales Process, Solution Selling, Cold Calling, Sales Presentations, Printers, Project Management, Direct Sales, Management
Education
Mississippi State University 1998 — 2003
B.S., Marketing
RJ Young October 2010 - Present
RJ Young Company November 2004 - October 2010
Massachusetts Mutual 2003 - 2004
Skills
Document Imaging, Document Management, Print Management, Managed Print Services, Sales, B2B, Sales Process, Solution Selling, Cold Calling, Sales Presentations, Printers, Project Management, Direct Sales, Management
Education
Mississippi State University 1998 — 2003
B.S., Marketing
Wally Rodger's Massachusetts Mutual Experience July 1969 - July 2000
Job Commissioner and Treasurer at Suffield Water Pollution Control Authority
Industry
Experience
(Episcopal) Trustees of Western Massachusetts February 2012 - Present
Suffield Water Pollution Control Authority January 2010 - Present
St. Andrews Episcopal Church, Longmeadow, MA 2008 - Present
Massachusetts Mutual July 1969 - July 2000
Skills
Strategic Planning, Budgets, Nonprofits, Program Management, Volunteer Management, Leadership, Public Speaking, Event Planning, Customer Service, Grant Writing, Fundraising, Microsoft Office, Public Relations, Research, PowerPoint
Education
Northwestern University School of Law 1965 — 1968
Juris Doctor, Law
Amherst College 1961 — 1965
Bachelor of Arts (BA), Economics
(Episcopal) Trustees of Western Massachusetts February 2012 - Present
Suffield Water Pollution Control Authority January 2010 - Present
St. Andrews Episcopal Church, Longmeadow, MA 2008 - Present
Massachusetts Mutual July 1969 - July 2000
Skills
Strategic Planning, Budgets, Nonprofits, Program Management, Volunteer Management, Leadership, Public Speaking, Event Planning, Customer Service, Grant Writing, Fundraising, Microsoft Office, Public Relations, Research, PowerPoint
Education
Northwestern University School of Law 1965 — 1968
Juris Doctor, Law
Amherst College 1961 — 1965
Bachelor of Arts (BA), Economics
Nancy Hyde's Massachusetts Mutual Experience 1989 - 1991
Job Senior Consultant at Ascende
Industry Insurance
Experience
Ascende September 2005 - Present
Aetna Health Plans 1993 - 2005
Prudential Insurance 1993 - 2000
CIGNA Healthcare 1991 - 1993
Massachusetts Mutual 1989 - 1991
BCBS National Capital Area 1986 - 1989
Skills
Insurance, Employee Benefits, Benefits Administration, Underwriting, 401k, Pensions, Human Resources, Health Insurance, HRIS, COBRA, Executive Pay, ERISA, Deferred Compensation, Disability Insurance, New Hire Orientations
Education
George Mason University
Ascende September 2005 - Present
Aetna Health Plans 1993 - 2005
Prudential Insurance 1993 - 2000
CIGNA Healthcare 1991 - 1993
Massachusetts Mutual 1989 - 1991
BCBS National Capital Area 1986 - 1989
Skills
Insurance, Employee Benefits, Benefits Administration, Underwriting, 401k, Pensions, Human Resources, Health Insurance, HRIS, COBRA, Executive Pay, ERISA, Deferred Compensation, Disability Insurance, New Hire Orientations
Education
George Mason University
Diana Beach's Massachusetts Mutual Experience 1985 - 1986
Job Employee Services Coordinator at Overlook Life Care Community
Industry Hospital & Health Care
Experience
Overlook Life Care Community March 2012 - Present
Friendly Ice Cream Corporation 1988 - 2010
Friendly Ice Cream Corporation 1986 - 1988
Massachusetts Mutual 1985 - 1986
Skills
Word, Excel, Outlook, Time Management, Customer Service, Microsoft Excel, Microsoft Word, Human Resources, Employee Benefits, Deferred Compensation, Employee Relations, Management, Payroll, Administration, Team Building, Inventory Management, Leadership, Budgets, Operations Management, Hiring, PowerPoint, P&L, Training, Customer Satisfaction
Education
Holyoke Community College 1980 — 1982
Associates, Secretarial Science
Overlook Life Care Community March 2012 - Present
Friendly Ice Cream Corporation 1988 - 2010
Friendly Ice Cream Corporation 1986 - 1988
Massachusetts Mutual 1985 - 1986
Skills
Word, Excel, Outlook, Time Management, Customer Service, Microsoft Excel, Microsoft Word, Human Resources, Employee Benefits, Deferred Compensation, Employee Relations, Management, Payroll, Administration, Team Building, Inventory Management, Leadership, Budgets, Operations Management, Hiring, PowerPoint, P&L, Training, Customer Satisfaction
Education
Holyoke Community College 1980 — 1982
Associates, Secretarial Science
Elizabeth Sieminski's Massachusetts Mutual Experience January 1990 - July 1994
Job PTO treasurer at Greenlodge
Industry Computer Software
Experience
Greenlodge April 2012 - Present
SAP October 1998 - December 2001
New England Financial January 1995 - October 1998
M/A-COM Technology Solutions July 1994 - December 1995
Massachusetts Mutual January 1990 - July 1994
Skills
HTML, Microsoft SQL Server, SQL, Java, JavaScript, Microsoft Office, XML, MySQL, Web Development, Software Development, Linux, C, Databases, Business Analysis, CSS, PHP, Strategic Planning, C#, Business Development, Enterprise Software
Education
Clark University 1985 — 1989
B.A., Computer Science & Biology
Greenlodge April 2012 - Present
SAP October 1998 - December 2001
New England Financial January 1995 - October 1998
M/A-COM Technology Solutions July 1994 - December 1995
Massachusetts Mutual January 1990 - July 1994
Skills
HTML, Microsoft SQL Server, SQL, Java, JavaScript, Microsoft Office, XML, MySQL, Web Development, Software Development, Linux, C, Databases, Business Analysis, CSS, PHP, Strategic Planning, C#, Business Development, Enterprise Software
Education
Clark University 1985 — 1989
B.A., Computer Science & Biology
René Cortés's Massachusetts Mutual Experience May 2011 - Present
Job Agency Supervisory Officer at MassMutual Financial Group Puerto Rico
Industry Financial Services
Experience
Massachusetts Mutual May 2011 - Present
Skills
Series 7, Series 63, Series 24, FINRA, Mutual Funds
Education
University of Dayton 1978 — 1982
BBA, Marketing
Massachusetts Mutual May 2011 - Present
Skills
Series 7, Series 63, Series 24, FINRA, Mutual Funds
Education
University of Dayton 1978 — 1982
BBA, Marketing
Michael Sprunk's Massachusetts Mutual Experience October 2009 - September 2012
Job Capacity Buyer at C.H. Robinson
Industry Banking
Experience
C.H. Robinson November 2013 - Present
Fifth Third Bank September 2012 - October 2013
Massachusetts Mutual October 2009 - September 2012
Education
Michigan State University 2004 — 2008
Marketing
C.H. Robinson November 2013 - Present
Fifth Third Bank September 2012 - October 2013
Massachusetts Mutual October 2009 - September 2012
Education
Michigan State University 2004 — 2008
Marketing
Carson Ervin's Massachusetts Mutual Experience January 2006 - Present
Job Financial Advisor at Massachusetts Mutual
Industry Financial Services
Experience
Massachusetts Mutual January 2006 - Present
Carson Ervin 2000 - 2011
Education
Mississippi State University 1975 — 1980
BS, Business
Mary Holmes (Jr College) 1972 — 1974
AS, Business
Massachusetts Mutual January 2006 - Present
Carson Ervin 2000 - 2011
Education
Mississippi State University 1975 — 1980
BS, Business
Mary Holmes (Jr College) 1972 — 1974
AS, Business
Sakinah Esa Allard's Massachusetts Mutual Experience January 2001 - December 2003
Job Customer Satisfaction Expert
Industry Financial Services
Experience
Duke Energy Corporation April 2014 - Present
Woodforest National Bank April 2012 - December 2013
OfficeMax July 2010 - April 2012
The Jones Group Inc. March 2005 - June 2010
Destination Maternity Corporation 2005 - 2009
Primerica 2004 - 2005
Massachusetts Mutual January 2001 - December 2003
Skills
Performance Management, Compliance, Coaching, Retail Management, Budgeting, Telephone Skills, Scheduling, Hiring, Customer Satisfaction, Data Entry, Sales Management, Teamwork, Financial Analysis, Financial Planning, Outlook, Retail, Merchandising, Microsoft Office, Customer Service, Insurance, Word, Excel, PowerPoint, Inventory Management, Microsoft Excel, Store Management, Team Building, Leadership, Training, Strategic Financial..., Process Scheduler, Microsoft Word, Visual Merchandising, Budgets, Sales
Education
Arizona State University 2014 — 2016
Bachelor of Arts (B.A.), Organizational Leadership and Spanish
Queens University of Charlotte 2013 — 2013
Bachelor of Arts (B.A.), Spanish, 3.55
St. Joseph's College (ME) 1993 — 1999
BA, International Business
Cathedral High Scool 1989 — 1993
Diploma, College/University Preparatory and Advanced High School
Duke Energy Corporation April 2014 - Present
Woodforest National Bank April 2012 - December 2013
OfficeMax July 2010 - April 2012
The Jones Group Inc. March 2005 - June 2010
Destination Maternity Corporation 2005 - 2009
Primerica 2004 - 2005
Massachusetts Mutual January 2001 - December 2003
Skills
Performance Management, Compliance, Coaching, Retail Management, Budgeting, Telephone Skills, Scheduling, Hiring, Customer Satisfaction, Data Entry, Sales Management, Teamwork, Financial Analysis, Financial Planning, Outlook, Retail, Merchandising, Microsoft Office, Customer Service, Insurance, Word, Excel, PowerPoint, Inventory Management, Microsoft Excel, Store Management, Team Building, Leadership, Training, Strategic Financial..., Process Scheduler, Microsoft Word, Visual Merchandising, Budgets, Sales
Education
Arizona State University 2014 — 2016
Bachelor of Arts (B.A.), Organizational Leadership and Spanish
Queens University of Charlotte 2013 — 2013
Bachelor of Arts (B.A.), Spanish, 3.55
St. Joseph's College (ME) 1993 — 1999
BA, International Business
Cathedral High Scool 1989 — 1993
Diploma, College/University Preparatory and Advanced High School