MassMutual Company
The Massachusetts Mutual Life Insurance Company, founded in 1851, is an American mutual life insurance company serving five million clients. With headquarters in Springfield, Massachusetts, the company employs more than 7,000 in the United States, and a total of 10,614 internationally. Headquarters: Springfield, Massachusetts, United States Revenue: 29.6 billion USD (2016) Founder: George W. Rice Founded: 1851, Springfield, Massachusetts, United States Subsidiaries: Barings, OppenheimerFunds, Executives: Roger W. Crandall (CEO, President, Chairperson),
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MassMutual Employees
MassMutual June 2008 - Present
Travelers Insurance April 2007 - June 2008
ING February 1990 - December 2006
Aetna 1990 - 2006
North American Holding Corp 1983 - 1985
North American Holding Corp 1983 - 1985
Skills
Investment Management, Series 7, Investments, Retirement, Leadership, FINRA, Mutual Funds, Fixed Annuities, Securities, Insurance, Portfolio Management, 401k, Financial Services, Strategy, Relationship Management, Program Management, Executive Management, Retirement Planning, Strategic Financial...
Education
Saint Michael's College
Bachelor of Arts, Biology
University of Hartford
Investments, Finance, Accounting
MassMutual January 2008 - Present
Skills
Series 24, Series 7, Series 63, Life, Public Speaking, Retirement Planning, Retirement Income..., Retirement, Sales, Leadership, Investment Advisory, Fixed Annuities, 401k, Sales Process
Education
Rochester Institute of Technology 1994 — 1997
MS, Financial Management and Economics
State University of New York College at Brockport 1984 — 1988
BS, Financial Management and Economics
HubSpot June 2012 - Present
HubSpot May 2011 - Present
Portland Symphony Orchestra October 2007 - Present
HubSpot January 2010 - May 2011
VKernel April 2008 - December 2009
MassMutual October 2006 - April 2008
Merit School of Music 2000 - 2006
Skills
Content Development, Market Research, Software, Blog Marketing, Business, Salesforce.com, Inbound Marketing, Lead Generation, Social Media Marketing, SaaS, Email Marketing, Marketing Strategy, Online Advertising, SEO, HubSpot, New Business Development, Marketing, Sales, Business Development, Web Design, Entrepreneurship, Account Management, Web Marketing, CRM, Direct Sales, Start-ups, Content Marketing, Sales Process, Social Media, Google Analytics, Customer Service, SEM, Marketing Automation, Content Strategy, Cold Calling, PPC, Web Analytics, Online Marketing, Leadership, Digital Marketing, Selling, B2B Marketing, Social Networking, Strategic Partnerships
Education
Northwestern University 2003 — 2005
MM, Masters of Music
Northwestern University 2001 — 2003
BM, Music Performance Major, Business Minor
The Insurance Partners January 2011 - Present
MassMutual July 2004 - December 2010
Unum 1998 - 2004
Brunswick Corporation 1995 - 1998
Skills
Disability Insurance, Employee Benefits, Insurance, Health Insurance, Life Insurance
Education
Northwest Missouri State University 1989 — 1993
Bachelor of Science (BS), Marketing
Maryville High School 1986 — 1989
MassMutual June 2015 - Present
Mount Holyoke College Library, Information, & Technology Services (LITS) September 2012 - Present
Mount Holyoke College, Neuroscience & Behavior Department September 2013 - September 2014
University at Buffalo, Pharmacology & Toxicology Department June 2013 - September 2014
Gaylord Memorial Library September 2012 - September 2014
UMass Amherst Chemistry Department September 2012 - May 2013
New Windsor Art Gallery September 2007 - September 2011
Skills
Java, Python, Matlab, Weka, NumPy, SciPy, R, ActionScript, Stata, IBM SPSS, HTML, ImageJ, Google Analytics, Arduino, Linux, Ubuntu, Robot Operating System, Experimental Design, Tissue Culture, Microplate Reader, Confocal Microscopy, Fluorescence Microscopy, 3D Modeling, SketchUp, Graphic Design, Photo Restoration, Adobe Creative Suite, Corel Draw, Web Design, Microsoft Expression, SPSS, Robotics
Education
Mount Holyoke College 2011 — 2015
Bachelor of Science (B.S.), Neuroscience & Behavior, Computer Science, Math, Class of 2015
Mount Holyoke College
Town of East Windsor, CT March 2008 - Present
Franklin Distributors, Inc August 2009 - December 2009
Internal Revenue Service November 2007 - April 2008
Google Corporation, Inc. June 2007 - November 2007
The Lego Group, Inc. November 2005 - May 2007
Stay at Home Parent November 2001 - October 2005
MassMutual December 1995 - October 2001
American Cancer Society January 1995 - December 1995
PC-Excell Ltd. June 1990 - December 1994
D&B Technologies & Data Services/Focus Research Systems Inc September 1985 - December 1990
Skills
Customer Service, Marketing, Help Desk Support, Sales, Public Speaking, Elections, Strategic Planning, Teaching, Call Centers, Account Management, Web Pages, Government, Federal Government, Account Reconciliation, Inside Sales, Client Relations, Landscape Artist, Telecommunications
Education
Quinnipiac University 1990 — 1991
N/A, MBA
Widener University 1975 — 1980
Bachelor of Arts (BA), Social Work(BSW)
JPMorgan Chase & Co. September 2015 - Present
State Street August 2014 - September 2015
State Street September 2012 - August 2014
State Street October 2010 - August 2012
State Street July 2008 - October 2010
Gap Inc. October 2007 - November 2008
BSI Boston May 2008 - June 2008
MassMutual June 2007 - August 2007
MassMutual June 2006 - August 2006
MassMutual July 2002 - August 2002
Skills
Process Improvement, Customer Service, Microsoft Excel, Analysis, Databases, Portfolio Management, Bloomberg, Mutual Funds, Mergers & Acquisitions, Fixed Income, Equities, Financial Services, Fund Accounting, Securities
Education
Newbury College 2004 — 2008
Bachelor's degree, Business Administration, Management and Operations, 3.4 GPA
Springfield High School of Science and Technology 2000 — 2004
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Comprehensive Business Solutions February 2013 - Present
Associated Builders & Contractors of CT December 2011 - November 2012
CF Oil Co., Inc August 2005 - December 2011
Edart Leasing Company, LLC January 2003 - April 2005
Edart Nationalease October 2002 - January 2003
Realty Executives September 2002 - October 2002
Sovereign Bank March 1999 - September 2002
MassMutual September 1997 - March 1999
Skills
Accounts Receivable, Accounting, Payroll, Bookkeeping, Invoicing, Administrative..., Accounts Payable, Spreadsheets, Accounting System, Outlook, Lotus Notes, Access, Auditing, Cash Flow, Financial Reporting, Account Reconciliation, Internal Audit, Microsoft Office 2007, Finance, Analysis, Microsoft Excel, Management, Insurance, General Ledger
Education
Post University 2013 — 2016
Working toward my Bachelor, Accounting
Post University 2012 — 2016
Bachelor, Accounting
Travelers August 2010 - Present
Clear Direction LLC September 2008 - November 2011
National Academy Foundation June 2009 - August 2010
MassMutual March 1996 - June 2008
Connecticut Mutual Life Insurance Company February 1986 - March 1996
DataComm Systems Incorporated September 1984 - February 1986
Skills
Vendor Management, Program Management, Project Management, Strategy, Strategic Planning, Leadership, SDLC, Process Improvement, Software Development, Governance, Management, Business Analysis, IT Strategy, Team Leadership, Business Process, Resource Management, Enterprise Software, Insurance, Information Technology, Consulting, Enterprise Architecture, Business Process..., PMO, Project Portfolio..., Solution Architecture, Outsourcing, Risk Management, IT Management, Financial Services, Budgets, Requirements Analysis, Business Requirements, Systems Analysis, PMP, Cross-functional Team..., Data Management, Relationship Management, Integration, Data Modeling, Business Intelligence, Requirements Gathering, Executive Management, Change Management, Analysis, Data Warehousing, Software Project..., Sarbanes-Oxley, Building Relationships, Building Business..., Applications Software...
Education
University of Phoenix 1997 — 2000
MBA, Business Administration and Management, General
King's College 1980 — 1984
BS, Computers & Information Systems
The United Illuminating Company February 2014 - Present
Michael A. Urso Consulting December 2011 - Present
Thirau LLC February 2013 - February 2014
United Illuminating December 2011 - February 2013
MassMutual Financial Group September 2005 - December 2011
MassMutual August 2001 - September 2005
CIGNA September 2000 - May 2001
CA January 1999 - August 2000
Complete Business Solutions Inc September 1992 - December 1998
Skills
Information Architecture, Business Analysis, Insurance, Data Modeling, Software Project..., Project Finance, Financial Analysis, Project Facilitation, Process Mapping, Process Improvement, Change Management, Leading Change, Resource Management, Project Portfolio..., Training Presentations, Direct Sales, Sales Management, Process Modeling, Microsoft Office, MS Project, Primavera P6, Project Management, Management, Business Process..., Microsoft Project, PMO, Requirements Analysis, Strategy, Vendor Management
Education
Rensselaer Polytechnic Institute at Hartford
Masters, Computer Science
The University of Connecticut
Bachelor of Science, Accounting
MassMutual Financial Group October 2012 - Present
MassMutual October 2007 - Present
Hartford Life 1999 - 2007
The Hartford May 2001 - May 2003
Skills
Marketing Communications, Social Media Marketing, Advertising, Product Marketing, Marketing, Strategy, Market Research, Newsletters, Cross-functional Team..., Internal Communications, Management, Program Management, Budgets, Direct Mail, Market Planning, Project Planning, Direct Marketing, Marketing Strategy
Education
Penn State University 1984 — 1986
Bachelor of Humanities, Liberal Art and Business
Mansfield University of Pennsylvania 1976 — 1978
Greenfield YMCA June 2014 - Present
AIG Benefit Solutions May 2014 - Present
Pennmutual January 2012 - October 2013
New York Life June 2007 - December 2011
MassMutual June 2001 - May 2007
Phoenix 1978 - 2001
Skills
Claim, Litigation Management, Life Insurance, Claims Management, Insurance, Reinsurance, Claim Investigation, Disability Insurance, Litigation, Financial Risk, Liability, Workers Compensation, Claims Handling, Long-term Care, Insurance Law, Internal Investigations, Health Insurance, Property & Casualty..., Brokers, Professional Liability, Accident, Legal Liability, Fixed Annuities, Commercial Insurance, Fraud, Medicare, Employee Benefits, Risk Management, Underwriting, Securities, Financial Services, Casualty, ERISA, Term Life Insurance, Long Term Care Insurance, General Insurance, Commercial Lines, Enterprise Risk..., Change Management, Insurance Brokerage, Retirement, Liability Analysis, Subrogation, Claims Resolution, Whole Life, Employment Practices..., Workers' Compensation..., Product Liability, Actuarial Science, Investigation
Education
Western New England College School of Law 1975 — 1978
Juris Doctor
Northeastern University
Mater Dei HS
HeyWire April 2015 - Present
Business 2 Community January 2012 - Present
Rocket Software September 2012 - March 2015
EMC April 2010 - September 2012
UMassOnline September 2002 - September 2012
National Institute for Social Media June 2011 - June 2012
MassMutual December 2007 - April 2010
UMass Amherst January 2000 - December 2007
Western New England University June 1998 - January 2000
University of Massachusetts Amherst May 1996 - September 1998
Skills
Digital Strategy, Digital Marketing, Social Media Marketing, Social Media, SEO, Online Marketing, Web Analytics, Web Development, User Experience, Social Media Measurement, Integrated Marketing, Public Relations, Online Advertising, Lead Generation, Online Journalism, Content Management, Strategy, New Media, Marketing Strategy, SEM, Interactive Marketing, Social Marketing, Social Networking, PPC, Google Analytics, Direct Marketing, Analytics, Content Development, Copywriting, Web Design, Marketing, Mobile Devices, Social Analytics, Social Listening, Web Marketing, Corporate Branding, Social Media Monitoring, Google Adwords, Information Design, Creative Direction, Content Strategy, Web Content Management, YouTube, Online Communities, Information Architecture, Email Marketing, CRM, E-commerce, Digital Media, WordPress
Education
Northwestern University - Kellogg School of Management
Executive Program
Rhode Island School of Design
Certificate
University of Massachusetts, Amherst
BA
MassMutual July 2012 - Present
MassMutual Financial Group November 2011 - July 2012
MassMutual Financial Group October 2009 - November 2011
Skills
Everything, Disability Insurance, Life Insurance, Insurance, Customer Service, Long-term Care, Marketing, Employee Benefits, Microsoft Office, Sales, Strategic Planning, Health Insurance, Microsoft Excel, Account Management, Process Improvement, Series 6, Fixed Annuities, 401k, Variable Annuities, Series 63, Retirement Planning, Term Life Insurance, IRAs, Mutual Funds, Investments, Retirement, Strategic Financial..., Estate Planning, Series 7, Long Term Care Insurance, Financial Services, Financial Planners, Wealth Management, Financial Advisory, Securities, Series 65, Asset Allocation, 401k Rollovers, Financial Planning
Education
Massachusetts College of Liberal Arts 2002 — 2005
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Slalom Consulting September 2012 - Present
CDW November 2011 - September 2012
FPI July 2010 - November 2011
EMC December 2009 - August 2010
Pfizer October 2009 - December 2009
MassMutual October 2008 - October 2009
Court Square Data Group, Inc. March 2008 - October 2008
Oregon Department of Education August 2006 - February 2008
Oregon Department of Fish and Wildlife March 2005 - August 2006
Hewlett-Packard March 1997 - March 2005
Skills
SharePoint 2013, Office 365, SharePoint, Microsoft SQL Server, ASP.NET, T-SQL, SharePoint Designer, C#, Visual Studio, .NET, SSRS, Powershell, InfoPath, Web Services, Windows Server, SQL, jQuery, Databases, Project Management, Active Directory, Business Intelligence, Microsoft Office..., Microsoft Technologies, Web Parts, Axceler ControlPoint, Architecture, Requirements Gathering, SharePoint Web Part..., JavaScript, SharePoint 2010..., SharePoint 2007..., SharePoint 2010..., Axceler DaVinci Migrator, Windows, Enterprise Architecture, CRM, InfoPath Development, CSS, Information Architecture, Disaster Recovery, SQL Server Reporting..., Customer Relation..., SQL Server 2008, SQL Server 2005, SharePoint 2007, Windows 8, Nintex Workflow, TFS, Subversion, Web Applications
Education
Portland Community College 2000 — 2004
AS, Information Systems
OneAmerica Financial Partners Inc. February 2014 - Present
MassMutual September 2001 - February 2014
Putnam Investments 1993 - 2001
Education
Westfield State University 1985 — 1989
Northeastern University 1984 — 1985
NARAL Pro-Choice Virginia April 2014 - Present
Primerica February 2012 - Present
Partnes in Real Estate January 1996 - Present
MassMutual February 2009 - February 2012
Guardian Life Insurance December 2007 - February 2009
Skills
Fixed Annuities, Retirement Planning, Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Strategic Financial..., Health Insurance, Long-term Care, Risk Management, Leadership, Sales, Whole Life, Series 6, Mortgage Lending, Mutual Funds, Employee Benefits, Series 63, Financial Services, Underwriting, Retirement, Wealth Management, Property & Casualty..., Investments, 401k, Small Business
Education
Northern Virginia Community College 1996 — 1998
Google June 2011 - Present
Rensselaer Polytechnic Institute August 2010 - May 2011
Rensselaer Polytechnic Institute June 2009 - August 2010
Tortus Technologies May 2009 - June 2009
Tighe & Bond May 2008 - August 2008
MassMutual May 2007 - August 2007
South Hadley Public Schools May 2005 - August 2007
South Hadley Cable TV 15 September 2005 - May 2006
Skills
Ruby on Rails, Python, PHP, HTML5, Web Development, Web Applications, Software Engineering, HTML 5, C++, Java, Google Maps
Education
Rensselaer Polytechnic Institute 2010 — 2011
M.S, Computer Science
Rensselaer Polytechnic Institute 2006 — 2010
B.S., Computer and Systems Engineering
Agent with New York Life Insurance Company June 2011 - May 2015
NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Company June 2011 - May 2015
Mollot and Hardy Inc June 2009 - June 2011
O'Keefe Shaw and Company Inc January 2008 - March 2009
MassMutual February 2006 - January 2008
National Life of Vermont January 2000 - February 2006
Skills
Insurance, Fixed Annuities, Investments, Financial Services, Retirement Planning, Finance, Leadership, IRAs, Marketing, Estate Planning, Retirement, Disability Insurance, Long-term Care, Project Planning, Business, Recruiting, Team Leadership, Team Management, Team Building, Wealth
Education
Saint Joseph's University 1993 — 1997
Bachelor of Science, Psychology
Canisius High School 1989 — 1993
MassMutual Financial Group September 2009 - Present
Mass Mutual Life Insurance Co. May 2003 - September 2009
MassMutual March 1999 - May 2003
Education
Regis College 1983 — 1987
BA, Management/Communications
Northwest Catholic High School 1979 — 1983
MassMutual September 2007 - Present
The Hartford 2006 - 2007
AIG April 1999 - September 2006
United Benefit Life Insurance Company 1997 - 1999
The Millers Group 1996 - 1997
Principal Financial Group 1992 - 1996
Amercian Republic Insurance Company 1989 - 1992
Education
Loras College 1985 — 1989
BA, Major: Marketing & Economics Minor: Classical Studies
West Des Moines Dowling 1981 — 1985
High School Diploma, College Prep
MassMutual December 2009 - Present
The Fountain of Praise 2004 - Present
Gulf Coast Society of Health-System Pharmacists GCSHP 2013 - 2014
TAIPO 2011 - 2012
Houston Business Journal 2011 - 2011
Houston Metropolitan Chamber of Commerce 2009 - 2011
Edward Jones 2008 - 2009
AT&T March 1997 - July 2008
United States Marine Corps May 1984 - May 2004
Kate Bell 1995 - 2003
Skills
Retirement, Training, Gap Analysis, Disability Insurance, Long Term Care Insurance, Access, Leadership Development, Fixed Annuities, Leadership, Small Business, Securities, Strategic Financial..., Insurance, Program Management, Coaching, Entrepreneurship, Business Development, Policy, Business Analysis, Sales, Project Management, Customer Service, Public Speaking
Education
Prairie View A&M University 1980 — 1984
B. A, Economics
Robert E. Lee Baytown 1976 — 1980
H.S. Diploma
Travelers July 2012 - Present
AXA Equitable 2010 - 2012
MassMutual February 2005 - September 2008
Fidelity Investments 2004 - February 2005
Fidelity Investments 2001 - 2004
Skills
Business Process..., Series 7, Mutual Funds, Insurance, Strategic Planning, Budgets, Operations Management, Leadership, Management, Recruiting, Risk Management, Process Improvement, Customer Service, Start-ups, CRM, Forecasting, Call Centers, Account Management, Strategy, Financial Services, Vendor Management
Education
Massachusetts College of Liberal Arts
Bachelor, Economics/Marketing
Mad*Pow November 2014 - Present
O'Reilly Media June 2015 - Present
Little Green Toaster May 2011 - Present
Mad*Pow July 2011 - November 2014
Mad*Pow November 2009 - July 2011
Little Green Toaster June 2003 - December 2009
MassMutual September 2001 - November 2009
University of Massachusetts Amherst September 2008 - December 2008
Skills
Organizational Design, Facilitation, Design Training, Critique, Experience Design, Interaction Design, User Experience, Information Architecture, User Interface, User Experience Design, Usability, User Research, User Interface Design, Illustration, User-centered Design, Public Speaking, Design Strategy, Collaboration, CSS, HTML, User Scenarios, Accessibility, Service Design, Rapid Prototyping, Design Research, Product Design, Workshop Facilitation, Design Workshops
Education
University of Massachusetts, Amherst 2001 — 2005
B.S.
Rochester Institute of Technology 1999 — 2000
MassMutual September 2012 - July 2014
The Entity Inc July 2006 - November 2012
BellSouth Telecommunications 2003 - 2006
BellSouth Telecommunitations 2002 - 2003
BellSouth 2000 - 2002
Skills
Sales Management, Account Management, Sales Operations, Team Building, Call Center, Strategic Planning, Telecommunications, Direct Sales, Product Management, Sales, New Business Development, Customer Service, Customer Satisfaction, B2B, Product Development, Product Marketing, Marketing Strategy, Marketing, Team Leadership, Wireless, Operations Management, Customer Retention, Program Management, Project Management, Life Coaching, Life & Health Insurance..., Fixed Annuities, Leadership, Business Process..., Coaching, Small Business, Training, Entrepreneurship, Strategy, Time Management
Education
Strayer University- North Carolina 2011 — 2013
Master of Public Administration (MPA)
North Carolina Agricultural and Technical State University 1991 — 1996
Political Science
CLH Consulting October 2014 - Present
Starwood Hotels & Resorts Waikiki 2009 - Present
TPO Human Resources Management & Consulting March 2011 - October 2014
Healthways April 2011 - September 2011
Starwood Hotels & Resorts 2009 - March 2011
Starwood Hotels & Resorts Worldwide, Inc. 2009 - 2011
Argosy University 2008 - 2008
MassMutual 2007 - 2008
Quality Home Loans 2006 - 2008
UBS 2005 - 2006
Skills
ATS, Banking, Talent Acquisition, Talent Management, Hiring, Employee Relations, Human Resources..., Wage & Hour, FMLA/CFRA/PDL/PFL, Time Away From Work, Vacation/PTO, Union Contracts, Collective Bargaining, Workplace Investigations, Recruiting, Applicant Tracking..., HR Consulting, Policy, Workplace Safety, Human Resources, Sourcing, Training, Technical Recruiting, Management, Leadership, Payroll, Leadership Development, HRIS, Personnel Management, Coaching, Marketing, Onboarding, Labor Relations, Interviews, Succession Planning, Benefits Administration, Executive Search, Performance Management, Employee Benefits, Deferred Compensation, Employee Engagement
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2003
BSM, HR, Strategy, Org Behavior
TIAA-CREF April 2014 - Present
US Bank March 2009 - March 2014
Marriott International October 2007 - March 2009
Dot Foods February 2007 - July 2007
CEM Commercial Real Estate August 2006 - February 2007
The Chase Park Plaza June 2002 - August 2006
MassMutual August 2005 - June 2006
Skills
Strategic Financial..., Portfolio Management, Estate Planning, Auditing, Corporate Tax, Asset Allocation, Analysis, Account Reconciliation, Financial Analysis, Asset Managment, Financial Modeling, Forecasting, Investments, Budgets, Mutual Funds, Accounting, Finance, Financial Reporting, Valuation, Microsoft Excel, Retirement Planning, Asset Management, Wealth Management, Wealth Management..., Loans, Financial Services, Insurance, Financial Planning
Education
Saint Louis University 2002 — 2006
BS, Finance and Economics
CCP
CCP
College of Financial Planning
CFP(R)
Standard Insurance Company July 2011 - Present
MassMutual April 2008 - December 2010
Principal Financial Group October 2004 - March 2008
Cigna Retirement Services/Prudential Retirement Services 1999 - 2004
CNA Unisource 1997 - 1999
Pinnacol Assurance 1988 - 1997
Skills
401k, Defined Benefit, Retirement Plan..., Retirement Planning, Retirement, Series 7, Series 63, ERISA, Investments, Pensions, Mutual Funds, Defined Contribution, Investment Advisory, Asset Allocation, FINRA, Profit Sharing, Employee Benefits, Series 66, 409A
Education
Metropolitan State College of Denver 1983 — 1993
BS
Independent September 2013 - Present
AIG January 2011 - August 2013
AIG Investments July 2007 - January 2011
Diversified Investment Advisors 2006 - 2007
MassMutual December 2004 - December 2006
Morgan Stanley 2000 - 2003
Education
School of Visual Arts 1996 — 1999
BFA, Computer Art
MassMutual Financial Group January 2014 - Present
MassMutual Financial Group October 2011 - January 2014
MassMutual Financial Group July 2007 - November 2011
MassMutual July 2009 - October 2011
Skills
Business Analysis, Insurance, Process Improvement, Change Management, Financial Services, Training and..., Root Cause Problem..., Business Process..., Training, Leadership, Instructional Design, Analysis, Program Management, Project Management, Performance Consulting, Coaching
Education
Northeastern University 1997 — 2001
Bachelors, Liberal Arts and Theatre
Northeastern University 1997 — 2001
Bachelor's Liberal Arts , Theatre/Theater
MassMutual Financial Group December 2013 - Present
Paragon Financial Group September 2008 - December 2013
MassMutual 2008 - August 2013
WestPoint Financial Group May 1989 - September 2008
Skills
Strategic Financial..., Investment Advisory..., OH, Insurance, Securities, Retirement, Strategy, Finance, Financial Services, Fixed Annuities, Life Insurance, Sales, Training, Investments, Sales Management, Mutual Funds, Disability Insurance, Financial Planning, Retirement Planning
Education
Olivet Nazarene University 1985 — 1989
Bachelor of Arts (B.A.)
Thomas Carr Howe High School 1981 — 1985
MassMutual
Skills
SDLC, Business Analysis, Mainframe, Project Management, Business Requirements, Disaster Recovery, Requirements Gathering, IT Strategy, Solution Architecture, Enterprise Architecture, Requirements Analysis, Integration
Education
Mount Holyoke College 1981 — 1985
BA, French Litterature
American Fidelity Assurance Company April 2009 - March 2015
Coldwell Banker Real Estate 2006 - 2009
MassMutual April 1998 - July 2006
Omega Jefferson Pilot 1996 - 1998
Jackson National Life 1980 - 1996
Skills
Insurance, Term Life Insurance, Life Insurance, Disability Insurance, Spanish-speaking, Brazilian Portuguese, Underwriting, Health Insurance, Critical Illness, International Business, COLI, BOLI, Employee Benefits, Long-term Care, Brokers, Claim, Claims Management, General Insurance
Education
Michigan State University 1974 — 1980
B.A. and M.A., Spanish
MassMutual Financial Group February 2007 - Present
Central Connecticut State University January 2008 - Present
Albertus Magnus College September 2010 - Present
American International College January 2008 - February 2013
MassMutual 1997 - 2007
Bob's Stores 1995 - 1997
Meyers Brothers Kalicka, P.C. 1992 - 1995
pricewaterhouse coopers 1986 - 1992
Skills
Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Auditing, Strategic Financial..., Internal Controls, Forecasting, Budgets, Analysis, CPA, Investments, Sarbanes-Oxley Act, Corporate Finance, Portfolio Management, Finance, Management, Sarbanes-Oxley, Access, Insurance, GAAP, General Ledger, SEC filings, Tax, Risk Management, Financial Modeling, US GAAP, Process Improvement, Consolidation
Education
Western New England University 2004 — 2005
MBA
Nichols College 1982 — 1986
B.S.B.A., Accounting
Department of the Navy July 2015 - Present
Potomac Marlins November 2011 - Present
Department of the Navy September 2012 - July 2015
bluemercury January 2012 - September 2012
Apple Retail August 2011 - December 2011
Apple Retail February 2011 - July 2011
Southern Saratoga YMCA November 2008 - July 2011
Seaglass Logowear September 2009 - June 2011
L.L.Bean August 2007 - February 2011
MassMutual March 2008 - July 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Quickbooks, Pages, Numbers, Keynote, Mac OS X, Windows, Corel Draw, Customer Service, Inventory Management, Inventory Control, iWork, Safari, Internet Explorer, Firefox, Retail, SAP, KWI, Sales, Process Scheduler
Education
Rensselaer Polytechnic Institute 2002 — 2007
B.S., Business Management
Rice Memorial High School 1998 — 2002
Commonwealth Financial Partners July 1992 - Present
Commonwealth Financial Partners July 1992 - Present
Noblemen 2006 - 2015
MassMutual 1992 - 2014
Skills
Retirement income..., Estate planning, Employee Benefits Design, Retirement, Strategic Financial..., Financial Advisory, Fixed Annuities, Disability Insurance, Wealth Accumulation, Insurance, Wealth Management, Financial Planners, Life Insurance, IRAs, 401k, Long-term Care, Estate Planning, Tax, Finance, Employee Benefits, Securities, Financial Services, Long Term Care Insurance, Asset Management, Investments, Wealth, Small Business, Portfolio Management, Retirement Planning, Asset Protection, Investment Advisory, Asset Allocation, Series 63, Mutual Funds, Investment Strategies, Term Life Insurance, Series 7, High Net Worth..., Personal Financial...
Education
Old Dominion University
Electronic Engineering Technology
The American College 2002 — 2013
ChFC, Business Financial Analysis
State Farm Insurance July 2010 - Present
Allstate Insurance July 2009 - July 2010
MassMutual May 2003 - April 2009
Post University January 1999 - December 2004
Hanover Insurance August 2000 - April 2003
Education
Quinnipiac University - School of Business 1995 — 2000
MBA
The University of Connecticut
Bachelor of Arts
United States Postal Service November 2013 - Present
TradeSpot Markets, Inc. March 2013 - September 2013
Hartford Flooring & HandyManny, LLC May 2011 - March 2013
Professional Investors, LLC January 2010 - May 2011
MassMutual November 2006 - June 2008
The Hartford June 2005 - November 2006
ING January 2000 - June 2005
Hartford Life 1999 - 2000
Aetna Retirement Services 1996 - 1999
Regulatory & Compliance Employment/Co-Operative Work Experience 1988 - 1996
Skills
FINRA, Securities, Insurance, Risk Management, Process Improvement, Financial Services, Compliance, Leadership, Operations Management, Anti Money Laundering, Financial Analysis, Finance, Asset Management, Analysis, Management, Due Diligence, Operational Risk..., AML, Alternative Investments, Microsoft Excel, Mutual Funds, Policy, SEC, Series 7, Series 24, Contract Negotiation, Investments, Fixed Annuities, Investment Advisory, Financial Advisory, Relationship Management, Problem Solving, Research, Equities, Trading, Retirement Planning, Retirement, MSRB, Asset Allocation, Life Insurance, Customer Relations, Mentoring, Pensions, Excel, Asset Managment, Fixed Income, Bonds, Options, 401k, REITS
Education
Continuing Financial Services and Investment Management Education Seminars and Webinars
University of Hartford 2003 — 2016
Bachelor's Degree
Manchester Community College
Associate's Degree
MassMutual 1994 - Present
Northern Life 1992 - 1994
Appletree Nursery School 1972 - 1991
Public School Systems 1966 - 1971
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Retirement, Financial Analysis, Banking, Mortgage Lending, Insurance, Estate Planning, Credit
Education
College of St. Elizabeth
Bachelor of Arts (BA), English
Oakland University
Master's degree, Early Childhood Education
Trascent Management Consulting, LLC June 2012 - Present
Ladenburg Thalmann January 2008 - May 2012
Children's Evaluation & Rehabilitation Center (CERC) / Albert Einstein College of Medicine October 2008 - April 2009
The Mountain Fund March 2007 - December 2007
Hanify & King, P.C. August 2005 - August 2007
University of Chicago April 2003 - January 2004
University of Chicago Graduate School of Business June 2002 - January 2004
Office of MA Senate Majority Leader Linda Melconian June 2001 - August 2001
University of Chicago Hospitals September 2000 - June 2001
MassMutual June 1997 - September 2000
Skills
Healthcare, Research, Non-profits, Event Planning, Analysis, Financial Modeling, Nonprofits, Management, Business Strategy, Project Planning, Marketing, Policy, Risk Management, Market Research, Strategy, Due Diligence, Management Consulting, Finance, Financial Analysis, Valuation, Venture Capital, Strategic Planning, Mergers & Acquisitions, Data Analysis, Business Development, Competitive Analysis, Consulting, Leadership, Project Management, Corporate Finance, Program Management, CRM, Cross-functional Team..., Change Management, Process Improvement
Education
University of Chicago, NYU
New York University 2007 — 2009
MPA
University of Chicago 2000 — 2004
B.A
MassMutual March 2011 - Present
MassMutual Financial Group 2002 - Present
American Benefits Council May 2011 - Present
MassMutual Federal Credit Union June 2009 - June 2011
Lawyers Collaborative for Diversity 2006 - June 2011
MLK Jr. Community Center 2003 - 2010
United States House of Representatives 2000 - 2002
Skills
ERISA, Securities, Securities Regulation, FINRA, Insurance Law, Mutual Funds, Series 7, Litigation Management, Executive Pay, Employee Benefits, Series 24, Profit Sharing, Qualified Retirement..., 401k, Retirement, Fiduciary, Defined Benefit, Fixed Annuities, Life Insurance
Education
Rutgers University School of Law - Camden 1998 — 2000
Doctor of Law (JD)
Syracuse University - Martin J. Whitman School of Management 1992 — 1995
Bachelor's degree, Finance
Texas Southern University—Thurgood Marshall School of Law
Principal Financial Group August 2014 - Present
Lincoln Financial Group 2012 - Present
Lincoln Financial Group February 2011 - 2012
Lincoln Financial Gorup August 2010 - February 2011
MassMutual December 2005 - April 2010
MassMutual Financial Group 2000 - December 2005
Hartford Insurance July 1992 - January 2000
Skills
Insurance, Disability Insurance, Leadership, Employee Benefits, Health Insurance, Management, Strategy, Sales Management, Marketing, Program Management, Strategic Planning, New Business Development, Customer Retention, Budgets, Sales, Executive Management, Process Improvement, Customer Service, Vendor Management, Risk Management, Customer Experience, Account Management, Life Insurance
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1999 — 2001
Masters, International Business Management/Finance
Roger Williams University
BS, Business Management/Marketing
Core Health LLC January 2014 - Present
Staples March 2012 - January 2014
Mercer August 2011 - March 2012
Sunovion Pharmaceuticals Inc. October 2007 - March 2011
SunGard Insurance Systems March 2007 - October 2007
MassMutual December 1999 - March 2007
Skills
Microsoft SQL Server, Integration, Databases, Oracle, Requirements Analysis, Data Analysis, Data Mining, Analytics, Business Intelligence, ETL, SQL
Education
Worcester Polytechnic Institute 2011 — 2013
MBA
Lakeland College 2001 — 2004
BA, Computer Science
Boston University Corporate Education Center
Clark University Computer Career Institute
HartfordFunds 2011 - Present
The Hartford 2004 - 2011
MassMutual 1987 - 2004
Skills
Retirement, Series 7, Mutual Funds, 401k, Series 63
Education
Rensselaer Polytechnic Institute at Hartford 1989 — 1992
MBA, Finance
Trinity College-Hartford 1982 — 1986
BA, Economics
UBS Financial Services, Inc. October 2005 - Present
Western New England College 1990 - 2005
MassMutual 1989 - 2005
Aetna 1977 - 1989
Education
University of New Haven 1987 — 1989
MBA, Management
Temple University 1977 — 1978
Graduate School of Economics
Rowan University 1973 — 1976
BA, Business/Economics
MassMutual October 2013 - Present
MassMutual Greater Houston September 2009 - October 2013
Brock Financial Group November 2008 - September 2009
Brock Financial Group February 2007 - September 2009
Studley 2005 - 2006
DLR Advisors February 1994 - December 2005
Skills
Risk Management, Investments, Insurance, Asset, Securities, Financial Planners, Disability Insurance, Financial Modeling, Valuation, Finance, Financial Analysis, Retirement, Strategic Financial..., Equities, Portfolio Management, Financial Services, Fixed Annuities, Wealth Management, Estate Planning, Credit, Due Diligence, Corporate Finance, Series 7, Asset Managment, Employee Benefits, Alternative Investments, Asset Management, 401k, Mutual Funds, Business Valuation, Financial Advisory, Retirement Planning, Investment Advisory, Executive Management, Life Insurance, Funding, Venture Capital, Fixed Income, Investment Strategies, Financial Markets, Investment Banking, Banking, Bloomberg, Private Equity, Business Planning, Mergers & Acquisitions, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1992
MBA, Finance
Springfield College 1985 — 1989
BS, Health-Fitness
The American College 2011 — 2011
CFBS, Family Business Succession Planning
Coleman Financial Group August 2006 - Present
Financial Literacy Foundation October 2009 - April 2010
Bigger & Coleman LLC January 2005 - August 2006
MassMutual July 2003 - June 2005
AXA Advisors March 2001 - July 2003
NASDAQ May 1994 - March 2000
IBM Global Services July 1989 - May 1994
Education
Rutgers University-New Brunswick
B.S., Accounting
Wheelabrator Technologies Inc August 2015 - Present
Cobham Advanced Electronic Solutions September 2008 - August 2015
Snowbound Software September 2005 - August 2008
Snowbound Software September 2001 - September 2005
Draper Laboratory June 2000 - May 2001
Draper Laboratory June 1999 - June 2000
MassMutual April 1997 - September 1998
Skills
SharePoint, Microsoft Office, Project Management, Active Directory, Integration, Team Leadership, VMware, Cloud Computing, Java, Windows Server, Troubleshooting, SQL, HTML, Management, Process Improvement, Program Management, Networking, Technical Support, Software Documentation
Education
Northeastern University 1998 — 2001
B.S. in Computer Engineering Technology
MassMutual August 2007 - Present
Lehman Brothers March 2007 - August 2007
Capital Crossing Bank November 2004 - March 2007
RJM Aviation March 2004 - November 2004
Key Air February 2002 - March 2004
US Airways April 1999 - March 2002
Phoenix Air Group April 1994 - April 1999
US Navy September 1985 - July 1994
Skills
Aviation, Type Rating, Charter, Aircraft, Flights, Weapons, Military, Airports, Airlines, Electronic Warfare, Navy
Education
University of Massachusetts Boston 1981 — 1983
Quinsigamond Community College 1976 — 1978
Indeed.com October 2013 - Present
Indeed, Inc January 2012 - October 2013
Frontier Communications December 2010 - December 2011
MetLife September 2010 - December 2010
MassMutual June 2010 - November 2010
MetLife May 2009 - May 2010
MetLife June 2009 - July 2009
Boehringer Ingelheim May 2008 - August 2008
American Diabetes Association January 2007 - April 2007
Skills
Financial Reporting, Strategic Financial..., Finance, Analysis, Budgets, Accounts Receivable, General Ledger, Invoicing, Risk Management, Account Reconciliation, Business Intelligence, Access, Project Management, Management, Mergers & Acquisitions, Investments, Financial Analysis
Education
Quinnipiac University - School of Business 2006 — 2010
Bachelor of Science, Finance
Midfielder - Varsity Lacrosse 2006 — 2007
MassMutual Financial Group 2009 - Present
MassMutual 2006 - 2009
MassMutual November 2000 - December 2006
TRUMPF-USA May 1998 - November 2000
American Automobile Association-AAA May 1996 - May 1998
Tighe & Bond, Inc. May 1994 - May 1996
Skills
Marketing Communications, Event Management, Newsletters, Event Planning, Internal Communications, Public Relations, Writing, Editing, Sales Recruitment, Recruiting, Project Management, Leadership, Training, Advertising, Financial Services, Insurance, Management, Marketing, Sales, Strategy, Employee Benefits, Strategic Planning
Education
Westfield State University 1992 — 1996
BA, Mass Communication, Concentration in Marketing Management/Public Relations
Northwestern University - Kellogg School of Management
GA (CEO) Marketing Program Workshop
Village Store & Cafe January 2013 - March 2015
MassMutual Financial Group 2005 - 2015
MassMutual Financial Group 2005 - 2015
MassMutual March 2005 - January 2013
Centra Software April 2004 - March 2005
Allaire January 1997 - June 2001
Skills
Insurance, Process Improvement
Education
University of Massachusetts, Amherst 1993 — 1995
M.Ed, Education
Massachusetts College of Liberal Arts 1989 — 1993
BA, Education
Naval Sea Systems Command (HQ) in Washington DC Metro Area May 2010 - Present
The Wiseman Institute January 2014 - Present
MassMutual May 2008 - January 2009
Royal Dutch Shell, PLC June 2007 - August 2007
Skills
Project Management, Agile Methodologies, Entrepreneurship, Business Analysis, Strategic Planning, Program Management, Social Media, Business Strategy, Analysis, Team Leadership, Risk Management, Business Intelligence, Management Consulting, Process Improvement, Start-ups, Business Process..., Team Building, Strategy, Change Management, ERP, Finance, Public Speaking, Market Research, Requirements Analysis, SAP, Managerial Finance, Government, Leadership, Cost Estimating, Cost Analysis, Government Acquisition, Management, Budgets, Accounting, Financial Modeling, Microsoft Office, Research, Marketing, Analytics, Microsoft Excel, Financial Analysis
Education
Penn State University 2005 — 2009
B.S., Finance (Honors), and B.S. Industrial Psychology, 3.93 GPA
Defense Acquisition University
Level II Certification, Business & Financial Management
Harriton H.S.
Decisive Analytics Corporation June 2010 - Present
Pragmatics, Inc. May 2009 - June 2010
Resolvit December 2007 - May 2009
Resolvit October 2006 - December 2007
MassMutual October 2005 - October 2006
Skills
Human Resources, Resource Management, Technical Recruiting, Applicant Tracking..., Internet Recruiting, Recruiting, College Recruiting, Sourcing, Screening, Screening Resumes, SDLC, Leadership, Temporary Placement, Interviews, Management, Consulting, Analysis, DoD, Strategy, Government, Hiring, Information Technology, Analytics, Networking, Government Contracting, Business Analysis, IT Recruitment, Staff Augmentation, Proposal Writing, Systems Engineering, Business Development, Training, Security Clearance, Requirements Analysis, Staffing Services, Defense, Onboarding, Job Fairs, Vendor Management, Resume Writing, Executive Search, Talent Management, Permanent Placement, Employee Benefits, Corporate Recruiting, Taleo
Education
Radford University 1994 — 1997
Fashion, Marketing
Atlanta Retirement Partners May 2015 - Present
Principal Financial Group September 2004 - April 2015
ADP 2000 - 2004
MassMutual 1996 - 2000
Fidelity Investments 1994 - 1995
DALBAR, Inc. 1992 - 1994
Skills
Retirement Planning, 401k, Defined Benefit, ERISA, Financial Services, Mutual Funds, Pensions, Qualified Retirement..., 457 Plans, 403 b, ESOP, Non-Qualified Deferred..., Land Conservation, Environmental Awareness, Alternative Investments, Salesforce.com, Sales Operations, Investments, Securities, Financial Advisory, Insurance, Series 7
Education
Syracuse University - Maxwell School 1984 — 1985
MA, International Relations
Saint Anselm College 1980 — 1984
BA, English
insureWell November 2013 - Present
Colonial Life May 2012 - Present
eDisabilityquotes.com November 2013 - February 2015
Repp/Gartner Financial, Inc August 2003 - June 2011
MassMutual 2008 - 2008
MassMutual 2008 - 2008
Skills
Term Life Insurance, Insurance, Health Insurance, Disability Insurance, Customer Service, Team Building, Employee Benefits, Sales Management, Recruiting, Account Management, Process Improvement, Strategic Planning, Operations Management, Sales, New Business Development, Cold Calling, Coaching
Education
Mesa Community College 1997 — 1998
Point Loma High School 1995 — 1996
Rich Internet Consulting July 2007 - Present
Flimp Media February 2006 - Present
Wayfair November 2010 - February 2013
TJX October 1999 - July 2007
ProfitLogic July 1999 - December 1999
New England Financial June 1999 - October 1999
MassMutual November 1998 - May 1999
Raytel Medical Corporation July 1998 - October 1998
Ibase Consulting November 1997 - October 1998
Aetna February 1998 - July 1998
Skills
Computer Proficiency, Web Development, Meteor, Node.js, Express, JavaScript, Vagrant, Docker, Gulp, Underscore JS, SQL, jQuery, AJAX, CSS, SEO, HTML, PHP, Software Development, MySQL, XML, SaaS, Analytics, Google Analytics, Redis, Amazon Web Services..., React.js, Git, Tortoise SVN, Knockout.js, MongoDB, Web Applications, E-commerce
Education
Marist College
B.S., Computer Science
Morgan High School, Clinton, CT
HealthSmart March 2014 - Present
Bank of America March 2011 - March 2014
Bank of America September 2006 - June 2009
Adecco June 2005 - September 2006
MassMutual February 2002 - September 2004
Stay Home Mother March 2000 - June 2004
Open Solutions July 1999 - March 2001
Skills
Project Management, Account Management, Treasury Services, Software Implementation, System Migration, Banking Software, Banking Technologies, Core Banking..., Training Delivery, Floral Design, Banking Operations, Floriculture, Software Training, Proficient in Microsoft..., Treasury Management, Cash Management, Internet Banking, Client Liason, Banking, Accounts Payable, Cash Handling, Client Fulfillment, Fulfillment Services
Education
Texas Woman's University
Bachelors Business Administration (BBA), Major: Human Resources Management/Personnel Administration
University of Louisiana at Lafayette
Business Administration and Management
Nicholls State University
Associate of Science (A.S.), Floriculture/Floristry Operations and Management
MassMutual June 2001 - Present
SP Financial Services, Inc June 2001 - Present
Skills
Life Insurance, Insurance, Retirement, Long-term Care, Securities, Fixed Annuities, Financial Services, Finance, Mutual Funds, Access, Investments, Series 7, Disability Insurance, Financial Analysis, Underwriting
Education
Randolph-Macon College 1995 — 1999
BA, Economics/Business & Accounting
Godwin High School 1991 — 1995
Lloyd Recovery Services, Inc. & Lloyd Auditing and Consulting August 2004 - Present
MASSMUTUAL January 2006 - August 2009
MassMutual Financial Group 2006 - 2009
JPMorgan Chase January 2001 - January 2004
Morgan Stanley Smith Barney January 1998 - January 2001
AMERICAN EXPRESS FINANCIAL ADVISORS, INC January 1994 - January 1998
Education
Northcentral University 2008 — 2011
PhD, Business Administration
Fontbonne University 1989 — 1991
Master, Business Administration
University of Central Missouri 1985 — 1989
Bachelor of Science, Business Management
University of Central Missouri 1985 — 1989
BS, Business Management
Fastov LLC January 2012 - Present
Paige Manufacturing February 2009 - Present
WaMu / J P Morgan Chase November 2003 - January 2009
Goldman Sachs / CPC January 1997 - March 2000
ING January 1995 - December 1996
AIG Global Real Estate Investment 1992 - 1994
MassMutual June 1986 - 1992
Skills
Due Diligence CRE, Financial Analysis CRE, Transaction Structuring, Real Estate, Real Estate Financing, Due Diligence, Financial Analysis, Asset Management, Financial Structuring, Real Estate Economics, Loan Origination, Underwriting, Mortgage Lending, Loans, Portfolio Management, Credit, Mergers & Acquisitions, Structured Finance, Commercial Real Estate, Commercial Mortgages, Disposition, Property Management, Refinance, Dispositions
Education
Northeastern University 1982 — 1986
BS, Finance
Susan Polk Insurance Agency, Inc. July 1988 - Present
AAL January 1980 - July 1986
MassMutual June 1978 - January 1980
Skills
Health Insurance, Disability Insurance, Life Insurance, Medicare, Retirement Planning, Term Life Insurance, Long-term Care, Insurance, Healthcare, Whole Life, Fixed Annuities, Umbrella Insurance, Long Term Care Insurance, COBRA, Health Savings Accounts, Sales, Small Business, Employee Benefits, Financial Advisory, Brokers
Education
Pitzer College 1967 — 1971
B.A., Economics
Cox Wealth Management July 2010 - Present
Worcester Junior Sharks 2010 - Present
Q Financial Group May 2009 - March 2010
Merrill Lynch November 2007 - January 2009
Monster Worldwide December 2006 - 2007
AXA Advisors April 2004 - December 2006
MassMutual September 2001 - April 2004
Pioneer Investments January 2001 - June 2001
Skills
Wealth Management, Investment Strategies, Retirement, Cash Management, Personal Finance, Financial Goals, Mutual Funds, Securities, Strategic Financial..., Portfolio Management, Investment Advisory, Management, Insurance, Employee Benefits
Education
Norwich University 2003 — 2005
Masters, Business Administration
Norwich University 1990 — 1995
BS, Economics
Lego Systems Inc March 2015 - Present
Lego Systems Inc. January 2012 - Present
Lego Systems Inc. June 2010 - December 2011
Arbella Insurance Group August 2008 - June 2010
Mapfre (formerly known as Commerce Insurance) March 2007 - August 2008
MassMutual 2005 - 2007
PFPC 1999 - 2005
MFS 1998 - 1999
Skills
Business Process..., Business Analysis, Change Management, Call Centers, Telecommunications, Management, Software Documentation, Project Planning, Process Improvement, Customer Service, Business Process, Cross-functional Team..., Project Management, Vendor Management, CRM, SAP, Team Leadership
Education
Worcester State University 1995 — 1998
Bachelor of Arts (B.A.), English Literature
Massachusetts College of Liberal Arts 1993 — 1996
CIGNA Healthcare July 2012 - Present
Cigna Healthcare August 2009 - July 2012
MassMutual May 2008 - November 2009
MassMutual July 2007 - July 2008
MetLife / Travelers Life & Annuity March 2004 - July 2007
The Hartford Insurance Company April 2003 - March 2004
The Hartford Insurance Company January 1999 - April 2003
Formerly Aetna, Inc. March 1997 - January 1999
Systematized Benefits Administrators, Inc. Aetna, Inc. September 1995 - March 1997
Skills
Change Management, Six Sigma, Workshop Facilitation, Process Improvement, Project Management, Operations Management, Mentoring, Training, Cross Functional..., DMAIC, Business Process Mapping
Education
The George Washington University 2000 — 2001
Rensselaer Polytechnic Institute 1992 — 1994
MBA
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
BS
MassMutual Trust Company April 2013 - Present
MassMutual Trust Company July 2012 - Present
MassMutual Trust Company September 2010 - July 2012
MassMutual Financial Group September 2009 - September 2010
MassMutual December 2008 - September 2009
MassMutual May 2007 - September 2009
MassMutual March 2006 - May 2007
MassMutual July 2004 - March 2006
Skills
Insurance, Investments, Estate Planning, Project Portfolio..., Business Readiness, Change Management, New Business Development, Sales Support, Sales, Fixed Annuities, Series 6, Securities, Sales Operations, Mutual Funds, Retirement, Retirement Planning, Financial Planning, Financial Services, Wealth Management
Education
Rensselaer Polytechnic Institute at Hartford 2005 — 2007
Masters, Management
Cannon Trust School 2010 — 2012
Accredited Fiduciary Investment Manager (AFIM)
Cannon Trust School 2010 — 2012
Certified Trust & Financial Advisor (CTFA)
Westfield State University 2001 — 2004
Bachelors, Management & Marketing
Springfield Technical Community College 1999 — 2001
Associates, Marketing
MassMutual Trainer, Technical Project ManagerAgilent1999 - 2000
Hewlett Packard 1989 - 1999
Apollo Computer 1985 - 1989
Liberty Mutual Insurance March 1977 - January 1985
Skills
SDLC, Requirements Gathering, Business Analysis, Software Documentation, ITIL, Process Improvement, Requirements Analysis, Vendor Management, Business Requirements, Visio, Business Process..., Business Process, Data Center, SharePoint, Resource Management, Enterprise Architecture, Project Portfolio..., Data Warehousing, Business Intelligence, IT Strategy
Education
University of Colorado Colorado Springs 1994 — 2000
MBA, Information Systems
Suffolk University - Sawyer Business School 1974 — 1976
MPA, Public Administration
University of Massachusetts Boston 1971 — 1973
BS, Political Science
North Shore Community College 1969 — 1971
AS, History
St Jude Medical October 2010 - Present
TIAA-CREF August 2008 - October 2010
MassMutual February 2008 - August 2008
TIAA-CREF February 2006 - January 2008
Tata Consultancy Services Ltd October 1999 - January 2006
AIG Sunamerica 2003 - 2006
Skills
Siebel, CRM, Business Intelligence, Software Project..., SDLC, Consulting, OBIEE, Business Analysis, Integration, Requirements Gathering, Architectures, PL/SQL, Leadership, Requirements Analysis, Salesforce.com..., Salesforce architecture, Salesforce sales cloud, Salesforce service cloud, Solution Architecture, IT Strategy
Education
Orissa University of Agriculture and Technology 1995 — 1999
BTECH, Mechanical Engg
MAPFRE February 2008 - Present
MassMutual February 2006 - February 2008
Enherent Corporation January 2006 - April 2007
Keane, Inc 2004 - 2006
Allmerica Financial 1996 - 2004
Skills
PL/SQL, SQL, Application Development, Software Documentation, SDLC, Programming, Software Development, Systems Analysis, Databases, Insurance, COBOL, RPG, Requirements Gathering, Visio, Visual Basic, DB2, Process Improvement, Unix, IBM iSeries, HTML, C++, Windows, Microsoft Office, Microsoft Excel, Troubleshooting, Documentation, Process Engineering, Lotus Notes, JCL, Excel, Vendor Management
Education
Worcester State College 1989 — 1991
Bachelor of Science (B.S.), Computer Science, 3.7 GPA
Quinsigamond Community College 1986 — 1989
A.S., Computer Science, 3.8 GPA
ZAPS Technologies, Inc. June 2000 - Present
Oregon University System July 2013 - April 2014
Oregon University System May 2008 - June 2013
MassMutual Financial Group September 2006 - April 2008
MassMutual August 2003 - September 2006
MassMutual December 2002 - August 2003
Skills
Retirement Planning, Employee Benefits, Retirement, Marketing, 401k, Sales, Investments, Management, Leadership, Process Improvement
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2005 — 2007
Lafayette College 1996 — 2000
BA, Biology & English
National Life Group December 2013 - Present
MassMutual September 2007 - November 2013
CIGNA September 2006 - September 2007
The Yankee Candle Company April 2003 - August 2006
MITEM Corporation February 1999 - March 2003
Skills
Program Management, Project Server, Software Development, Oracle E-Business Suite, EAI, Business Analysis, SDLC, Process Improvement, Business Intelligence, Project Portfolio..., Project Management, Requirements Gathering, Disaster Recovery, Vendor Management, SharePoint, Integration, Cross-functional Team..., SQL, Software Project..., Agile Methodologies, IT Strategy, Team Building, Leadership, Management, Project Planning, Strategy
Education
Saint Michael's College 1990 — 1994
BA, Economics
MML Investors, Inc April 2007 - Present
MassMutual April 2007 - December 2008
The Hartford 2004 - 2007
WS Griffith 2002 - 2004
Prudential Financial 1997 - 2002
Colonial Investment Services 1992 - 1998
Education
Saint Anselm College 1988 — 1992
Matignon
MSBA March 2011 - Present
Extraprise March 2010 - March 2011
Omgeo December 2008 - December 2009
uLocate Communications May 2008 - October 2008
MassMutual September 2006 - February 2008
National Instruments March 2001 - July 2004
Skills
Databases, Microsoft SQL Server, Data Warehousing, SQL, Agile Methodologies, Database Design, Data Modeling, XML, Software Development, SDLC, Business Intelligence, Unix, Linux, Java, ETL, .NET, C#, SSIS, Visio, MySQL, Vendor Management
Education
New York University 2004 — 2006
Master's Degree
Nanjing University of Science and Technology
Bachelor's degree
CastleBrook Partners January 2009 - Present
Cowan Financial Group July 1987 - March 2009
MassMutual 1987 - 1995
Skills
Insurance, Estate Planning, Financial Planners, Investments, Retirement Planning, Wealth Management, Disability Insurance, Mergers & Acquisitions, Long-term Care, Asset Allocation, Succession Planning, Life Insurance, Strategic Financial..., Personal Finance, Business Planning, Finance, Management, Sales, Securities, Mutual Funds, Fixed Annuities, Retirement, 401k, Series 7, Employee Benefits, Asset Management, Financial Services, Wealth, Series 63, Long Term Care Insurance, Portfolio Management, Investment Advisory, IRAs, FINRA, Financial Advisory, Equities, Term Life Insurance, High Net Worth..., Alternative Investments, Risk Management, Whole Life, Financial Planning
Education
Long Island University
B.S., Psychology
University of Bridgeport
M.S., Clinical Psychology
MassMutual Financial Group 2006 - Present
MassMutual 2000 - Present
Farrell Fritz, P.C. March 1989 - October 1996
Exxon Shipping Company July 1980 - November 1983
Skills
Insurance, Underwriting, Risk Management, Asset Managment, Fixed Annuities, Financial Services, Disability Insurance, Retirement, Strategic Planning, 401k, Series 7, Process Improvement, Retirement Planning, Employee Benefits, Strategic Financial..., Life Insurance, Securities, Financial Planning
Education
New York University School of Law 1989 — 1992
LL.M (Tax), Tax
Maurice A. Deane School of Law at Hofstra University 1983 — 1986
JD, Law
State University of New York Maritime College 1976 — 1980
BS, Transportation Economics
Fidelity Investments January 2008 - Present
MassMutual May 2005 - 2008
Great-West Retirement Services January 2004 - May 2005
Prudential Financial January 2000 - January 2004
Transamerica June 1998 - December 1999
Skills
Employee Benefits, Retirement, Customer Relations, Plan Design, 401k, Business Planning, Customer Service, Investments, Management, Relationship Management, Sales, Series 63
Education
Northwestern University 1994 — 1998
BS in Speech, Communications/International Studies
ADP September 2014 - Present
Guardian Life Insurance March 2009 - September 2014
MassMutual June 2007 - March 2009
New England Financial 1993 - 2006
Skills
Coaching, Series 6, Employee Benefits, Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Disability Insurance, Retirement, Management, Mutual Funds, Long-term Care, Investments, Financial Services, Recruiting, Sales, 401k, Leadership, Term Life Insurance, Training, Team Building, Series 7, Sales Management, Health Insurance, Small Business, Estate Planning, Series 63
Education
Salem State University 1985 — 1990
BS, Education
Prudential Financial August 2011 - Present
MassMutual June 2006 - July 2011
MassMutual Financial Group June 2005 - August 2005
UBS Financial Services May 2004 - August 2004
Sullivan & Cromwell LLP May 2003 - August 2003
Skills
ERISA, Employee Benefits, Qualified Plans, Retirement Services, Retirement, Plans, Securities, Fixed Annuities
Education
The University of Connecticut School of Law 2003 — 2006
J.D., Law, Certificate in Taxation
Princeton University 1999 — 2003
A.B., Economics
Academy of the Holy Angels 1995 — 1999
MassMutual Agency Investment SpecialistMass Mutual Insurance Company2000 - Present
Education
Quinnipiac University 1983 — 1987
MassMutual September 1988 - Present
Education
Manhattanville College 1980 — 1984
Bachelor of Arts (BA), Economics
The Newport Group March 2011 - Present
TIAA-CREF November 2006 - March 2011
The Hartford 2005 - 2006
Prudential Financial 2002 - 2005
MassMutual October 2000 - July 2002
Bank of America July 1996 - October 2000
Fleet Investment Services April 1992 - July 1996
Fleet Financial Group 1992 - 1996
Fidelity Investments April 1990 - April 1992
Skills
Pensions, Retirement, ERISA, 401k, Client Service, Defined Benefit, Deferred Compensation, Retirement Planning, Mergers, Operations Management, Relationship Management, Technology Integration, Superior Client Service, Leadership, Mutual Funds, Series 63, Financial Services, Securities, Fixed Annuities, Asset Managment, Investments, Series 6, Strategic Financial..., Wealth Management, Executive Management, Employee Benefits, Management, FINRA, Asset Allocation, Asset Management, Equities, Investment Advisory, Investment Strategies, Investment Management, IRAs, Mergers & Acquisitions, Life Insurance, Executive Pay, Portfolio Management, Fixed Income, Process Improvement, Insurance, Risk Management, Vendor Management, Finance
Education
Rockford University 1974 — 1978
BS, Business Administration
Rockford University 1974 — 1978
Bachelor of Science (B.S.), Business Administration and Management, General
Strategic Retirement Group, Inc. June 2010 - Present
UBS Financial Services June 2007 - June 2010
AJG 2002 - 2007
MassMutual June 2000 - June 2002
Skills
Retirement, Defined Benefit, 401k, Securities, Pensions, Healthcare, ERISA, Investments, Wealth Management, Alternative Investments, Series 7, Vendor Management, Microsoft Excel, Strategic Planning, Financial Planning, Excel
Education
Pace University 2004 — 2007
Financial Planning Certificate, Financial Planning
State University of New York at Buffalo 1989 — 1993
Bachelor of Arts (B.A.), Psychology
MassMutual Financial Group October 2013 - Present
MassMutual Financial Group April 2011 - October 2013
MetLife 2011 - April 2011
MetLife October 2006 - October 2009
ING 2004 - 2006
Lincoln Financial Group 2003 - 2004
MassMutual 1997 - 2002
Education
Mount Holyoke College 1992 — 1995
Bachelor of Arts (BA)
MassMutual Financial Group September 2012 - Present
ING December 2007 - September 2012
ING December 2007 - December 2011
ING 2007 - 2009
MassMutual 1999 - 2007
MassMutual 1999 - 2007
Skills
Business Analysis, New Business Development, Requirements Analysis, Requirements Management, Requirements Gathering, System Requirements, Business Requirements, Program Management, Software Project..., SAP, SQL, SAP HR, PMP, Testing, SDLC, Visio, Systems Analysis, User Acceptance Testing, Business Process
Education
Manchester Community College
Associates, Accounting
MassMutual Financial Group October 2013 - Present
MassMutual Financial Group October 2012 - September 2013
MassMutual Financial Group August 2009 - October 2012
MassMutual September 2008 - April 2011
MassMutual International September 2007 - August 2008
MassMutual Financial Group December 2005 - September 2007
MassMutual Financial Group October 2003 - December 2005
MassMutual Financial Group April 2003 - October 2003
MassMutual Financial Group April 2001 - April 2003
American Skandia June 1998 - April 2001
Skills
Management, Business Planning, Cross-functional Team..., Leadership, Strategy, Strategic Planning, Marketing, Program Management, Business Development, Sales, Fixed Annuities, Variable Annuities, Financial Services, New Business Development, Insurance
Education
Quinnipiac University - School of Business 1999 — 2002
MBA, Finance
Sacred Heart University 1995 — 1999
BS, Finance
University of Rhode Island 1994 — 1995
BS, Accounting
Notre Dame High School 1991 — 1994
Addison Clark Advisors Inc. March 2012 - Present
CenTrust Bank October 2014 - Present
CCM Commercial Mortgage June 2012 - October 2014
Loan Management Solutions 2013 - 2014
GE Real Estate May 2006 - March 2012
MetLife Real Estate Investments January 1999 - May 2005
Bank of America 1994 - 1999
MassMutual 1988 - 1994
Standard Chartered Bank 1985 - 1987
Continental Bank of Illinois 1977 - 1985
Skills
Business Relationship..., Asset Management, Cold Calling, Underwriting, Due Diligence, Portfolio Management, Portfolio Strategy, Market Research, Turnarounds, Start-ups, Deal Structuring, Closing Deals, Valuation, Capital Markets, Bank Credit Management, Loan Review, Compliance, Regulatory Analysis, REO Asset sales/..., Loan Work-outs, Asset Managment, Loans, Turn Around Management, Credit Risk, Commercial Credit..., Borrower Advocacy, Deal Closure, Structured Finance, Credit, Commercial Real Estate, Disposition, CMBS, Construction Loans, Relationship Management, Appraisals, REO, Commercial Mortgages, Mortgage Lending, Commercial Lending, Loan Origination, Real Estate Economics, Finance, Real Estate Financing, Real Estate, Dispositions
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Accounting
University of California, Santa Barbara 1965 — 1969
BA, English, Urban History
Self-Employed February 2008 - Present
MassMutual May 2006 - February 2008
Symetra Financial February 2001 - March 2006
Amercian Express May 2000 - October 2000
Charles Schwab February 1999 - February 2000
Education
Seattle University 2006 — 2007
Certifcate, Executive Certificate in Financial Planning
University of California, Riverside 1994 — 1998
MassMutual Financial Group January 2013 - Present
The Hartford April 2008 - December 2012
William Pitt Sotheby's International Realty November 2005 - April 2008
MassMutual 1998 - 2005
Education
Michigan State University 1992 — 1997
Bachelor of Arts (B.A.), Philosophy
Travelers July 2014 - Present
The Hartford June 2008 - July 2014
MassMutual 2006 - February 2008
Hartford Life 2003 - 2006
Hartford Life 2001 - 2003
Hartford Life 1999 - 2001
Merrill Lynch 1993 - 1999
Skills
Vendor Management, Management, Project Management, Operations Management, Outsourcing, Customer Service, Forecasting, Insurance, Process Improvement, Business Analysis, Leadership, SharePoint, Strategic Planning, Metrics, HTML & CSS, Website Development
Education
Western New England University 1994 — 1996
MBA, Business Administration
Massachusetts College of Liberal Arts 1987 — 1991
B.S., Business Administration
Microsoft September 2011 - Present
Startup Weekend 2013 - 2013
Microsoft May 2010 - May 2011
Compass Group USA 2010 - 2010
Nokia Siemens Networks 2008 - 2009
Normandy Mortgage Inc. October 2007 - July 2008
MassMutual January 2008 - March 2008
Hardie Flooring Center February 2007 - July 2007
Education
Seattle Pacific University 2006 — 2008
Bachelor's, Business Administration with concentration in Finance
Mass Mutual January 1982 - Present
MassMutual January 1982 - Present
State Farm Insurance 1982 - July 2005
Education
National University 1986 — 1988
Credential, Mulitple Sugject Teaching Credential
University of California, Santa Barbara 1978 — 1983
CHEFA July 2015 - Present
CHEFA July 2006 - Present
CHEFA July 2000 - July 2006
CHEFA August 1998 - July 2000
MassMutual September 1996 - August 1998
CHEFA October 1993 - September 1996
Ortho-McNeil Pharmaceutical January 1991 - July 1992
Skills
Program Management, Process Improvement, Project Management, Strategic Planning, Financial Analysis, Management, Analysis, Leadership, Portfolio Management, Finance, Team Leadership, Budgets, Strategy, Nonprofits, Risk Management, New Business Development, Investments, Policy, Business Process..., Change Management, Data Analysis, Business Development, Vendor Management, Cross-functional Team..., IT Strategy, Financial Modeling, Business Strategy, Management Consulting, Access, Business Analysis, Banking
Education
Rensselaer Polytechnic Institute at Hartford 2001 — 2009
MBA, Finance/ Information Systems
Rider University 1989 — 1995
BS, Finance
University of North Carolina at Chapel Hill 1986 — 1987
Michigan State University 1984 — 1986
Frankfurt American High School 1982 — 1984
Carlisle High School 1981 — 1982
MassMutual June 2015 - Present
AXA Advisors January 2014 - June 2015
Direct Access Partners 2005 - 2013
Adams Harkness 1999 - 2005
Janney Montgomery Scott LLC 1985 - 1999
Skills
Series 7, Series 66, Financial Services, 401k, Life Insurance
Education
LIU Post 1979 — 1983
Cigna November 2013 - Present
Mass Mutual July 2008 - November 2013
MassMutual January 2004 - July 2008
CIGNA July 2001 - March 2004
Phoenix Life Insurance Company July 2000 - July 2001
MassMutual Financial Group March 1998 - July 2000
Travelers March 1997 - March 1998
Vantage Computer Systems July 1991 - March 1997
Dept of Income Maintenance, State of CT July 1988 - July 1991
Connecticut Mutual Life March 1987 - April 1988
Skills
SDLC, Process Improvement, Systems Analysis, Business Requirements, Requirements Gathering, Business Analysis, Business Process..., Visio, Vendor Management, Requirements Analysis, Data Warehousing, COBOL, User Acceptance Testing, Business Intelligence, Analysis
Education
Manchester Community College 1999 — 2008
Associate of Science (A.S.), Computer Science
The Cornell/Nicholson Team, UBS Financial Services Inc. January 2009 - Present
MassMutual June 2007 - January 2009
Education
Ohio University 2003 — 2007
BA, Specialized Study
Cigna 2014 - Present
Travelers May 2007 - January 2014
MassMutual June 2003 - April 2007
Ames Department Stores October 2001 - August 2002
Hartford Life December 2000 - October 2001
UnitedHealth Group February 1996 - November 2000
Skills
Direct Marketing, Integrated Marketing, Marketing Communications, Email Marketing, Marketing Strategy, Social Media Marketing, Marketing, Corporate Communications, Advertising, Digital Marketing, Internal Communications, Copywriting, Lead Generation, Newsletters, Marketing Management, Direct Mail, Strategic Communications, Synergies, Press Releases
Education
Marist College
Bachelor of Arts (B.A.), Business/Corporate Communications
Camston Wrather LLC 2013 - Present
K&H Financial and Insurance Services, Inc. 2004 - 2013
Legacy Gift Insurance Agency January 2008 - 2011
MassMutual February 2003 - April 2007
Operation Education For The Kids January 1995 - February 2003
Education
Penn State University 1989 — 1993
Aerospace Engineering
MassMutual Director OperationsMassMutual Financial Group1996 - Present
MassMutual Financial Group 1996 - 2009
Education
Western New England University 2001 — 2003
Massachusetts College of Liberal Arts
eMBark Financial and Insurance Partners, LLC January 2009 - Present
John Hancock August 2008 - January 2009
ING July 2004 - May 2008
MassMutual January 2004 - May 2004
Client Conservation Consulting / Ford Financial Group, LLC January 2003 - June 2003
Hartford Life August 2002 - December 2002
ING October 2001 - December 2001
ING April 2001 - October 2001
ING June 2000 - March 2001
Aetna June 1999 - June 2000
Education
Manchester Community College 1994 — 1996
Human Services
MassMutual November 1982 - Present
Skills
Training, Instructional Design, Project Management, Leadership, Insurance, Coaching, Process Improvement, Sales, Analysis, Leadership Development, Recruiting, Employee Benefits, Vendor Management, Succession Planning, Financial Services, Consulting, Business Analysis, Program Management, Strategic Planning, Strategy, Management, Marketing, Organizational...
Education
Mount Holyoke College 1975 — 1979
B.A., Psychology
MassMutual June 2008 - Present
ING July 2007 - June 2008
Education
Rensselaer Polytechnic Institute
MBA, Mgmt & Technology
MassMutual June 2015 - Present
Accountable Care Associates, Inc. July 2013 - March 2015
Scan-Optics, Inc. October 2012 - December 2012
United Way of Central and Northeastern Connecticut August 2002 - July 2012
Skills
Customer Service, Business Intelligence, Project Management, Process Improvement, Business Analysis, Strategic Planning, Leadership, Data Warehousing, Analysis Services, Management, Microsoft Office, Program Management, Programming, Public Relations, SharePoint, Event Planning
Education
Manchester Community College 1987 — 1989
Associate's degree, Marketing
Copes Consulting Group March 2008 - Present
United Way of Pioneer Valley 2008 - 2010
MassMutual September 1990 - February 2008
MassMutual Financial Group 1990 - 2008
Skills
Securities, Life Insurance, Leadership, Process Improvement, Fundraising, Fixed Annuities, Insurance, Leadership Development, Retirement, 401k, Strategic Planning, Series 7, Program Management, Team Leadership, Human Resources, Retirement Planning, Public Speaking, Vendor Management, Strategic Financial..., Financial Services, Team Building, Nonprofits, Budgets, Marketing, Disability Insurance, Employee Benefits, Series 6
Education
Lincoln University (MO) 1959 — 1963
BS, Accounting
MassMutual Financial Group December 2012 - Present
MassMutual Financial Group November 2009 - November 2012
MassMutual Financial Group November 2008 - November 2009
MassMutual November 2007 - November 2008
MassMutual Financial Group November 2003 - November 2007
Skills
Lean Management, Lean Thinking, Change Management, Operations Management, Portfolio Management, Project Management, Management
Education
University of Massachusetts, Amherst 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7 GPA
Macalester College 1990 — 1994
Bachelor's degree, Psychology and Education, 3.5 GPA
MassMutual July 2007 - Present
Education
Balboa High School in San Francisco, Ca. 1986 — 1989
San Francisco State University
Finance
Payless Rugs January 2009 - Present
MassMutual July 2008 - January 2009
Reading Phillies March 2007 - September 2007
Skills
Sales, Sales Management, Customer Service, Account Management, Small Business, New Business Development
Education
Kutztown University of Pennsylvania 2004 — 2008
BSBA, Business
First Allied Securities, Inc. January 2013 - Present
Summit Equities October 2010 - July 2012
MassMutual October 2010 - October 2011
Skills
Retirement Planning, Financial Analysis, Sales, Mutual Funds, Risk Management, Wealth Management, Retirement, Disability Insurance, Financial Planning, Health Insurance
Education
Ramapo College of NJ 1993 — 1997
BA, Business
Kinnelon
Friedman Agency Inc. December 2003 - Present
MassMutual December 2002 - December 2003
Mutual of New York August 2000 - December 2002
Allstate Insurance April 1988 - August 2000
Education
Old Dominion University 1976 — 1979
BS, Medical Technology
Wells Fargo Advisors, LLC June 2014 - Present
J.P. Morgan Chase Bank N.A. May 2009 - June 2014
T Rowe Price June 2007 - May 2009
MassMutual January 2005 - June 2007
Education
Saint Leo University 2003 — 2004
B.A., Business
University of South Florida 2000 — 2003
Business
Gordon B Roberts Agency, Inc. January 1996 - Present
MassMutual April 1987 - January 1998
Ryder System, Inc. January 1981 - April 1987
Skills
Insurance, Estate Planning, Health Insurance, Property & Casualty..., Real Estate, Term Life Insurance, Fixed Annuities
Education
Regis University 1974 — 1981
BS, Bus Admin
Regis University 1974 — 1981
BS, Bus Admin
In Longmeadow MA March 2012 - Present
Harold Grinspoon Foundation September 2008 - February 2012
MassMutual June 1972 - August 2008
Skills
Public Speaking, Program Management, International Relations, Fundraising, Project Management
Education
University at Albany, SUNY 1969 — 1971
MBA
Pratt Institute 1961 — 1965
BE, Industrial Engineering
MassMutual 2008 - Present
Bingham McCutchen LLP 1998 - 2008
Skills
Securities Regulation, ERISA, Litigation Management, Litigation, FINRA, Commercial Litigation, Legal Research, Mediation, Employment Law
Education
Northeastern University 2012 — 2014
Master of Business Administration (MBA)
Western New England College School of Law 1995 — 1998
JD, Law
Middlebury College 1985 — 1989
BA, Political Science, Russian
MassMutual October 2013 - Present
Western New England School of Law August 2012 - Present
Kroll Ontrack June 2010 - October 2013
Women in eDiscovery January 2007 - October 2011
Axinn, Veltrop & Harkrider LLP February 2003 - June 2010
Skills
Litigation Support, Litigation, Contract Negotiation, Document Review, Consulting, Patent Litigation, Trials, Legal Writing, Commercial Litigation, Legal Issues
Education
New England Law Boston 1998 — 2001
J.D., Law
University of Massachusetts, Amherst 1997 — 1998
B.A., Spanish
MassMutual August 2008 - Present
Education
Rhode Island College 2006 — 2008
BS, Finance
MassMutual Financial Group 2012 - Present
MassMutual 2010 - 2012
The Hartford Insurance Group 2004 - March 2010
The Hartford 2000 - 2004
Lincoln Financial Group 1996 - 2000
CIGNA Individual Life 1994 - 1996
Skills
Project Management, Business Analysis, Management, Financial Services, Quality Assurance, IT Management, Strategy, Insurance, Marketing
Education
Nichols College 1990 — 1994
BSBA, Finance
People's United Bank October 2011 - Present
Bank of America April 2009 - March 2012
ubs Realty investors August 2005 - October 2008
Lee Hecht Harrison 2008 - 2008
HIMCO 1999 - 2006
MassMutual 1994 - 1998
Babson 1994 - 1998
Bank of America 1984 - 1994
Education
Providence College
BS, Biology, Pre-Med
Providence College
Bachelor of Science (BS), Biology, Pre-Med
Target Revenue Reconciliation AnalystMarshJuly 2007 - August 2010
Marsh, Inc July 2007 - August 2010
MassMutual July 2006 - July 2007
GMDCA August 2003 - July 2006
LLC June 1999 - July 2006
GMDCA December 1999 - June 2006
GMDCA May 2004 - August 2004
GMDCA June 2000 - August 2003
GMDCA December 1999 - June 2003
Family and Community Partnerships Advisory Committee September 1998 - September 1999
Education
Saint Mary's University of Minnesota
Masters Degree, International Business
St. Cloud State
Bachelor of Science, Sociology; Politics, Economy, and Society
University of St. Mary's
Masters, International Business
City of Clifton December 1997 - Present
Ignite - Turning Energy into Income December 2011 - December 2014
NuSkin November 2010 - December 2013
Keller Williams Realty August 2010 - June 2013
Executive Business Brokers, Inc. 2006 - 2008
MassMutual June 1995 - December 1997
Skills
Real Estate, Team Building, Public Speaking, Marketing, Coaching, Social Media, Small Business, Selling, PowerPoint, Sales, Microsoft Excel, Strategic Planning, Investment Properties, Contract Negotiation, Sales Management, Business Strategy, Business Planning, Leadership, New Business Development, Property
Education
Passaic County Community College 1998 — 2011
In Progress, Fire Science
Ocean County College 1986 — 2010
AS, Business
Jackson Memorial High School
Jackson Memorial High School
Jackson Memorial High School
Lincoln Financial Distributors September 2013 - Present
MetLife January 2011 - September 2013
LPL / Northstar Wealth Partners March 2010 - January 2011
MassMutual February 2007 - October 2009
MassMutual Blue Chip Group 2005 - 2007
Charter Oak Insurance & Financial Services 2002 - 2005
Babson Capital Management 2001 - 2002
Massachusetts Mutual Life Insurance Company 1997 - 2001
Aegon / WRL / ISI 1992 - 1997
Boston Financial Data Services 1983 - 1992
Education
The American College 2006 — 2009
Chartered Financial Consultant
Rollins College
Paralegal Certificate, Legal
University of Massachusetts Boston
Central~Corp712 2007 - Present
Nalco Company March 2006 - Present
Church of the Harvest 2003 - Present
MassMutual 1993 - 1997
Education
San Diego SDA Academy 1977 — 1988
Oakwood College
Business Management
University of Phoenix - Seattle/San Diego
Bachelors of Science in Business Management, Business Management / Human Resources
The Prudential Insurance Company of America January 2013 - Present
The Hartford March 2007 - December 2012
MassMutual 1996 - 2007
Skills
Insurance, Business Analysis, Agile Methodologies, Vendor Management, Process Improvement, Visio, Business Process..., Requirements Analysis
Education
North Carolina State University
B.S., Horticulture
The American College
CLU ®
Curian Capital January 2006 - Present
Credit Suisse 2005 - 2006
MassMutual 2001 - 2003
Salomon Brothers 1997 - 2000
Vista Funds 1996 - 1997
Education
Lynchburg College 1989 — 1993
BA, Communications
Prudential Financial September 2013 - Present
Prudential Financial September 2012 - September 2013
Prudential Financial April 2011 - November 2012
Morgan Stanley Smith Barney September 2009 - April 2011
MassMutual September 2008 - September 2009
Skills
Investments, Relationship Management, Project Management, Business Networking, Retirement, Mutual Funds, Series 7, Retirement Planning, 401k, Strategic Financial..., Series 6, Financial Analysis, Pensions, Risk Management, Employee Benefits
Education
Western New England University 2004 — 2007
Bachelors, Marketing, Finance
Providence College 2002 — 2004
Boehm Consulting February 2009 - Present
ING October 2005 - January 2009
IBM Global Services December 2003 - November 2005
Aetna Financial Services October 1992 - December 2003
The Systems Group March 1988 - October 1992
MassMutual March 1987 - March 1988
Skills
Performance Tuning, Databases, SDLC, Requirements Gathering, AIX, Data Warehousing, Management, Solaris, Enterprise Architecture, Data Modeling, ETL, Disaster Recovery, DB2, Database Design, Data Migration, Vendor Management, Solution Architecture, IT Strategy, Business Intelligence, High Availability
Education
Park University
Sloss Weiner Marketing Consulting Group November 2011 - Present
The Value Quotient January 2009 - November 2011
MassMutual April 2006 - September 2008
John Hancock February 2000 - April 2006
Union Bank of California 1990 - 2000
Bank of California (merged w/Union Bank) 1990 - 1993
Skills
Integrated Marketing, Small Business, Social Media Marketing, Relationship Management, Marketing, Social Media
Education
San Jose State University
B.A., Journalism
XL Group April 2013 - February 2014
Massmutual 2014 - 2014
Massmutual 2014 - 2014
Massmutual 2013 - 2014
Tata Consultancy Services March 2006 - March 2013
CGI March 2003 - March 2006
Skills
Data Warehousing, Informatica, Cognos, Oracle, DB2, Information Architecture, IBM Mainframe, IBM Utilities, Banking, Investment Banking, Customer Engagement, Energy, PMO, SDLC, Solution Architecture
Education
Madras University
Bachelor's degree, Electrical, Electronics and Communications Engineering, First class
Sathyabama Institute of Science and Technology
Master of Engineering, Electronics
Strategic Book Publishing April 2010 - Present
Alexion Pharmaceuticals, Inc. June 2014 - December 2014
WellPoint April 2013 - April 2014
Pfizer June 2011 - April 2012
AXA Equitable July 2010 - December 2010
MassMutual 2006 - 2008
Middlesex Community College January 2004 - December 2005
Pfizer 1998 - 2003
Skills
Software Documentation, Editing
Education
Manchester Community College 1994 — 1998
Associate Degree, Media
MassMutual January 2004 - Present
Skills
Retirement, Series 7, 401k, Retirement Planning, Series 63, Defined Benefit, Investments, Asset Allocation, Financial Services, Mutual Funds
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1999 — 2001
Master of Business Administration (M.B.A.), Finance
self employed June 2013 - Present
MassMutual Financial Group April 2001 - June 2013
MassMutual April 2001 - June 2013
Mass Mutual Insurance Company April 2001 - June 2013
Phoenix Life Insurance Company 1974 - 1992
Skills
Insurance, Retirement Planning, Retirement, Financial Services, Wealth Management, Underwriting, Investments, Risk Management, Fixed Annuities
Education
Glatonbury HS
Middlebury College
Kaiser Foundation Health Plan July 2010 - Present
Healthsmart Network Solutions July 2008 - August 2010
Emerald Health Network August 1999 - June 2008
Unicare/Wellpoint March 1998 - July 1999
Unicare/Wellpoint January 1997 - March 1998
MassMutual March 1996 - January 1997
MassMutual February 1995 - March 1996
MassMutual July 1992 - February 1995
Tipperary Ireland January 1991 - July 1992
Cleveland Claims Office June 1984 - January 1991
Skills
PPO, Health Insurance, HMO, Team Building, Claim, Self-funded, Insurance, Provider Relations, Software Documentation, Program Management, Benefits Administration, Health Policy, Healthcare, Training, Customer Service, HIPAA, Management, Employee Benefits, Healthcare Industry, Vendor Management, Employee Training, Utilization Management, Healthcare Analytics, Healthcare Management, Hospitals, Employee Engagement, Health Care Reform, Cross-functional Team..., Performance Management, Coaching, Strategic Planning, Business Analysis, Access
Education
Miami University 1976 — 1980
BA, Political Science
Miami University 1976 — 1980
BA, Political Science
Lorain High School
Lorain High School
Brent Moore Pharmacy Services September 2013 - May 2014
Super Drugs January 2013 - September 2013
Select-RX January 2012 - January 2013
PCCA December 2007 - September 2011
MassMutual 2006 - 2007
Skills
Marketing, Strategic Planning, Sales Management, Account Management, New Business Development, Marketing Strategy, Pharmaceutical Industry, Business Planning, Negotiation, Leadership, Sales, Business Development, Training, Sales Operations, Customer Service, Managed Care, Healthcare
Education
Rogers State University
Business Administration
Oklahoma Baptist University 1995 — 1997
Finance
MassMutual April 2015 - June 2015
Local Counsel Collective 2015 - 2015
Regent School of Law August 2011 - May 2014
Regent School of Law 2012 - 2014
Heritage Store December 1999 - June 2011
Southern BioSystems, Inc. January 1994 - July 1999
Skills
Public Speaking, Research, Microsoft Office, Legal Research, Legal Writing, Leadership, Nonprofits, Customer Service, Management, FDA
Education
Regent University School of Law 2011 — 2014
Doctor of Law (JD), Law
University of Alabama at Birmingham 1984 — 1990
Bachelor of Science (BS), Chemisty
NKOL February 2008 - Present
The Nielsen Company January 2003 - February 2008
BASES August 1999 - January 2003
MassMutual May 1999 - August 1999
Education
Morehead State University 1995 — 1999
BBA, Marketing
MassMutual Financial Group June 2014 - Present
MassMutual October 2002 - May 2014
MassMutual Financial Group February 2011 - August 2012
MassMutual Financial Group October 1993 - January 2001
Skills
Certified Scrum Master..., SDLC, PMP, Project Portfolio..., Business Analysis, Requirements Analysis, Quality Center, Requirements Gathering, Resource Management, Business Requirements, PMO, Scrum, Agile Project Management, Software Project..., Systems Analysis, Project Delivery, Project Management, HP Quality Center
Education
Boston University - Corporate Education Center 2003 — 2009
PM Certificate, Project Management
Morse School of Business 1986 — 1986
Programming Certificate
Manchester Community College
MassMutual October 2012 - Present
MorganStanley SmithBarney LLC January 2012 - October 2012
Clear View Technologies 2010 - 2010
A.G. Edwards August 1997 - January 2009
AGEdwards 1997 - 2008
Liberty Benefit Insurance Services May 1994 - August 1997
BDIS 1988 - 1990
Skills
401k, Retirement, Coaching, Sales, Salesforce.com, Business Planning, Small Business, Budgets, Retirement Planning, Business Development, Finance, Series 7, Roth IRA, Mutual Funds, Personal Finance, Investment Advisory, Wealth Management
Education
San Jose State University 1987 — 1990
Bachelor of Arts (BA), Fine/Studio Arts, General
San Jose State University 1986 — 1990
BA, Art
Vanguard April 2012 - Present
American Realty Capital September 2011 - February 2012
Gentis Associates LLC December 2009 - August 2011
Laury's Station Beverage Company December 2008 - December 2009
MassMutual January 2008 - December 2008
Skills
Auditing, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Statements, Sales, Marketing, Portfolio Management, Competitive Analysis, Mutual Funds, Financial Services, Payroll, Variance Analysis, Forecasting, Microsoft Excel, Analysis, Financial Reporting, Financial Analysis, Finance, Business Planning, Strategic Financial..., Inventory Management, Financial Modeling, Training, Accounting, Management, Equities, Tax, PowerPoint, Investments, Microsoft Word, Microsoft Office
Education
Saint Joseph's University 2010 — 2012
Master, Business Administration; Accounting & Finance, 3.6
Lehigh University 2003 — 2007
Bachelor of Science, Marketing