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
Bank of America March 2014 - Present
Bank of America October 2012 - December 2013
Bank of America July 2011 - October 2013
Bank of America Merrill Lynch February 2010 - July 2011
MassMutual November 2008 - February 2010
Lehman Brothers June 2007 - November 2008
MetroPCS September 2005 - June 2007
Skills
Financial Modeling, Financial Analysis, Investments, Portfolio Management, Series 7, Capital Markets, Banking, Corporate Finance, Equities, Strategic Financial..., Valuation, Fixed Income, Bloomberg, Risk Management, Finance, Mortgage Servicing, Mortgage Lending, Investment Banking, Alternative Investments, Loans, Strategy, Analysis, Mergers & Acquisitions, Credit, Business Development, Leadership, Commercial Banking, Process Improvement, Management, Credit Analysis, Financial Services, Relationship Management
Education
UC Berkeley Haas School of Business
MBA, Strategy/Consulting
University of California, Davis
B.S., Managerial Economics & Political Science
Prudential October 2007 - Present
MassMutual September 2003 - May 2007
Hartford Financial Services January 2002 - June 2003
ING U.S. (Formerly Aetna Financial Services) March 1999 - December 2002
Aetna 1995 - 1999
Aetna 1994 - 1995
Aetna 1991 - 1994
Skills
Recruiting, Talent Acquisition, Strategic Sourcing, Social Media, Employee Referral..., Recruiting systems, Onboarding, Pre-Employment..., Applicant Tracking..., Workforce Planning, Deferred Compensation, Personnel Management, Talent Management, Internet Recruiting, Program Management, Human Resources, College Recruiting, Vendor Management, Employee Relations, Leadership, Succession Planning, Customer Service, Employee Benefits, Sourcing, Management, Hiring, Financial Services, Strategy, Consulting, Process Improvement
Education
University of Connecticut
Bachelor's Degree, Human Resources Concentration
University of Connecticut
Bachelor's degree, Human Resources Development
First Rate, Inc January 2012 - Present
First Rate, Inc March 1999 - January 2012
MassMutual June 1983 - March 1999
Skills
MS Excel, MS Powerpoint, MS Project, Outlook, SQL, Dale Carnegie, Covey- 7 Habits, Customer Service, MS Office Suite, MS-DOS, Data Analysis, Troubleshooting, Documentation, Microsoft Word, Investment Performance, Problem Solving, Service Desk, Subject Matter Experts, PowerPoint, Software Documentation, Microsoft Excel, Microsoft Office, Performance Measurement, Process Improvement, Data Conversion, Multi Tasking, Business Analysis, Team Management, Access, Program Management, Cross-functional Team..., Virtual Teams, Team Leadership, Analysis, SDLC, Securities, Testing, Investment Management, Relationship Management, Financial Reporting, Defined Benefit, Pensions, Data Interfaces, Performance Analysis, Fixed Income, Management, Team Building, Microsoft SQL Server, Project Planning, Software Project...
Education
Springfield Technical Community College 1981 — 1982
Business
University of Massachusetts, Amherst 1979 — 1981
Zoology
Agawam High School 1977 — 1979
college prep, High School/Secondary Diplomas and Certificates
Macken Staffing, LLC September 2014 - Present
PeoplesBank November 2012 - August 2014
PeoplesBank July 2008 - November 2012
State Street Financial, Boston, MA April 2008 - July 2008
MassMutual September 2006 - April 2008
The Hartford July 2004 - August 2006
Skills
Leadership, Temporary Placement, Hiring, Applicant Tracking..., College Recruiting, Talent Acquisition, Onboarding, Customer Service, Vendor Management, Management, Interviews, Recruiting, Human Resources, Banking, Finance, Employee Benefits
Education
University of Massachusetts, Amherst 2012 — 2014
Bachelor of Business Administration (B.B.A.)
Springfield Technical Community College 2010 — 2012
Associate's degree, Liberal Arts/General Studies
Leadership Holyoke
Consultant June 2015 - Present
MassMutual September 2010 - June 2015
Northwestern Mutual Financial Network 2006 - 2009
Citi 1999 - 2001
Warburg Dillon Read (UBS) 1999 - 2000
PaineWebber Group Inc./UBS 1989 - 1997
Merrill Lynch Government Securities Inc. 1987 - 1989
Skills
Investments, Securities, Asset Management, Wealth Management, Mutual Funds, Series 7, Financial Services, Risk Management, Finance, Coaching, Equities, Hedge Funds, Investment Advisory, Strategic Financial..., Investment Management, New Business Development, Financial Planning, Portfolio Management, Capital Markets, Repo Financing, Trade Execution, Foreign Exchange..., Fixed Income Strategies, Unit Investment Trusts, Insurance, Quantitative Investing, Statistics, Fixed Income, Alternative Investments, Financial Advisory, Derivatives, Management, Trusts, Asset Allocation, Corporate Actions, IPOs, Divestitures, Mergers & Acquisitions, Financial Modeling, Bloomberg, Strategic Planning, Valuation, Leadership, Strategy, Investment Banking, Financial Analysis, Bonds, Financial Markets, Banking, Consulting
Education
State University of New York at Buffalo 1982 — 1986
BA Geography, International Business/World Trade
State University of New York at Buffalo - School of Management 1982 — 1986
B.S. Business Administration, Financial Analysis, International Business/World Trade
Ellenville High School 1978 — 1982
B.S. Business Administration, B.A. Geography
University at Buffalo
BS Business Administration, Financial Analysis
The Hanover Insurance Group October 2009 - Present
MassMutual March 2008 - July 2010
GTECH August 2005 - November 2007
AMI Leasing & Fleet Management Services April 2002 - January 2005
Oxford Health Plans March 1997 - January 2001
Victor Appraisal Services 1994 - 1997
Corporate Appraisal Services 1992 - 1993
Skills
Property Management, Real Estate, Leasing, Strategic Planning, Budgeting, Portfolio Management, Project Management, Consensus Building, Financial Analysis, Construction, Budgets, Vendor Management, Management, Leases, Lease Negotiations, Real Estate Development, Real Estate Economics, Brokerage, Lease Administration, Investment Properties, Property, Asset Management, Commercial Real Estate
Education
The University of Connecticut 1988 — 1992
Bachelor's Degree, Real Estate & Urban Economic Development
Maloney 1984 — 1988
Financial Design Associates - MassMutual January 1986 - Present
MassMutual 1979 - Present
Skills
Financial Planning, Financial Services, Insurance, Securities, Fixed Annuities, Retirement Planning, Disability Insurance, Leadership, Mutual Funds, Investments
Education
The Citadel
DongWu Security June 2012 - July 2012
Chongyang PE May 2012 - June 2012
MassMutual January 2011 - March 2011
Japan Toshiba May 2010 - July 2010
Skills
Due Diligence, Investments, Analysis, Banking, Financial Analysis, Corporate Finance, Risk Management, Capital Markets, Financial Modeling, Securities, Mergers, Equities, Private Equity, Portfolio Management, Strategic Financial...
Education
The George Washington University 2012 — 2013
Master's degree, Finance, General
RENMIN UNIVERSITY, School of Intellectual Law 2011 — 2012
Master of Laws (LL.M.), Law
XI’AN JIAOTONG UNIVERSITY 2007 — 2011
Bachelor Degree; Bachelor Degree, Electrical Engineering & Automation/Business Administration
HONG KONG UNIVERSITY OF SCIENCE & TECHNOLOGY, School of business
Exchange, Finance Department
Travelers January 2014 - Present
Travelers April 2011 - December 2013
Travelers August 2008 - April 2011
The Hartford March 2007 - August 2008
MassMutual July 2000 - March 2007
Phoenix Home Life Mutual Insurance Company March 2000 - July 2000
Travelers Life & Annuity March 1998 - March 2000
Computer Sciences Corporation March 1996 - March 1998
Aetna June 1989 - March 1996
Skills
Process Improvement, Business Process, Data Warehousing, Business Analysis, Leading Change, Methodology..., Property & Casualty..., Life Insurance, Resource Management, Business Process..., Project Portfolio..., PMO, Change Management
Education
Southern New Hampshire University 1984 — 1988
Bachelor of Science (B.S.), Computer and Information Sciences, General
Dion Agency LLC November 2010 - Present
STATE FARM 2006 - October 2010
Allstate Financial 2003 - 2006
MetLife Insurance Company of the Philippines, Inc. 2001 - 2002
Aetna Philippine Ventures, Inc., Aetna HealthCare, Inc., Aetna Life Insurance, Inc. 1997 - 2001
PT. Asuransi Jiwa Principal Egalita Indonesia 1995 - 1997
Principal Financial Group 1992 - 1995
New England Life Insurance Company 1984 - 1991
MassMutual 1975 - 1984
Skills
Long-term Care, Fixed Annuities, Sales Process, Insurance, Retirement Planning, Disability Insurance, Life Insurance, Universal Life, Financial Services, Term Life Insurance, Leadership, Small Business, Whole Life, Retirement, Investments, Health Insurance, Property & Casualty..., Sales, Sales Management, Recruiting, Finance, Long Term Care Insurance, IRAs, Homeowners, Umbrella Insurance, Series 6, 401k
Education
The American College 1994 — 1995
Masters of Science in Management, Financial Services Management
Ameritas November 2014 - Present
MassMutual Financial Group March 2014 - November 2014
MassMutual Southwest March 2012 - November 2014
MassMutual Financial Group October 2009 - March 2012
MassMutual March 2009 - October 2009
MassMutual Financial Group/Charter Oak Financial 2005 - March 2009
Skills
Disability Insurance, Insurance, Leadership, Retirement, Fixed Annuities, Strategy, Management, Sales, Recruiting, Employee Benefits, Life Insurance, Finance
Education
State University of New York - System
MassMutual Financial Group June 2015 - Present
Maxim Healthcare Services May 2015 - Present
Wingate Healthcare November 2014 - June 2015
Springfield Technical Community College September 2014 - May 2015
Baystate Health December 2014 - March 2015
MassMutual Financial Group June 2014 - August 2014
MassMutual Financial Group November 2013 - April 2014
MassMutual June 2013 - August 2013
Baystate Health January 2013 - June 2013
Skills
Leadership Development, Teaching, Customer Service, Team Leadership, Time Management, Problem Solving, Nursing Assistant, Peer Tutoring, Teamwork, Innovation, Creativity, Strategic Planning, Educational Leadership, A+ Trained, Leadership, Public Speaking
Education
Springfield Technical Community College 2013 — 2015
General Studies, General Studies
Roger L. Putnam Vocational Technical Academy 2011 — 2014
High School, Allied Health Nursing & Information Technology, 10-12
Westfield State University 2013 — 2018
Bachelor of Arts (B.A.), Mathematics Teacher Education
WealthCFO Payroll HR Benefits January 2013 - Present
Cambridge Investment Research, Inc. September 2010 - June 2015
Summit Brokerage Services, Inc. June 2004 - September 2010
Wells Fargo Securities 2000 - September 2004
Prudential Financial December 1997 - January 2000
MassMutual February 1995 - December 1997
New York Life August 1988 - February 1995
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Financial Advisory, Financial Services, Investment Advisory, Public Speaking, Payroll, HR Consulting, Strategic Planning, 401k, Small Business, Employee Benefits, Life Insurance, Finance, FINRA, Investment Strategies, Retirement, Mutual Funds, Disability Insurance, Risk Management, Business Planning, Negotiation, Strategic Financial..., Long-term Care, Contract Negotiation, Securities, IRAs, Term Life Insurance, Wealth Accumulation, Series 65, 401k Rollovers, Roth IRA, Financial Planning, Equities, Alternative Investments, Portfolio Management, Long Term Care, Annuities, Succession Planning, Long Term Care Insurance, Bonds, Investment Management, Pensions, Whole Life, Universal Life, College Savings Plans, Estate Tax Planning, Multi-state Payroll...
Education
State University of NY at Fredonia 1982 — 1985
Bachelor of Science (BS), Business/Managerial Economics
State University of New York College at Fredonia 1982 — 1985
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
ESPN August 2014 - Present
ESPN January 2010 - Present
Azcar August 2009 - January 2010
Software Resources May 2008 - June 2009
C&S Wholesale Grocers, Inc. October 2002 - September 2007
MassMutual Financial Group December 1997 - October 2002
MassMutual December 1997 - October 2002
Bay Area Foods / Provigo Corp August 1995 - April 1997
Provigo Corp July 1994 - July 1995
Provigo Corp / Market Wholesale August 1987 - June 1994
Skills
Procurement, Budgets, Vendor Management, Resource Management, Program Management, Business Analysis, Team Leadership, Management, Process Improvement, Project Planning, Risk Management, Project Management, Strategic Planning, SharePoint, Change Management, Team Building, Leadership, Software Documentation, Visio, Negotiation, Troubleshooting, Access, ERP, Analysis, SAP, Business Process..., MS Project, Training, CRM, Operations Management, SDLC, Human Resources, Data Analysis, Recruiting, Employee Relations, Interviews, Sourcing, Technical Support, IT Service Management, Performance Management, Security, Applicant Tracking..., Customer Service, Team Management
Education
Santa Rosa Jr. College
Spokane Community College
MassMutual Financial Group September 2012 - Present
MassMutual Financial Group April 2011 - September 2012
Mass Mutual September 2009 - April 2011
MassMutual October 2008 - September 2009
MassMutual Financial Group May 1996 - October 2008
Skills
Series 7
Education
The University of Connecticut School of Business 1996 — 2000
MBA, Finance
Western New England University 1992 — 1996
BSBA, Finance, Mathematics
MassMutual July 2004 - Present
Aetna May 1988 - July 2004
Skills
Actuarial, Term Life Insurance, Insurance, Pricing, Long Term Care, Product Development, Reserving, Problem Solving, Excel, VBA, SAS, Actuarial Science, Life Insurance, Variable Annuities, Reinsurance, Microsoft Excel, Long-term Care, ALM, Risk Management
Education
Syracuse University 1984 — 1988
BS summa cum laude, Math, Finance, computers
Voya Financial May 2015 - Present
MassMutual Financial Group November 2007 - Present
MassMutual 1991 - 2007
Skills
Test Management, Project Planning, Budgets, Defect Tracking, Business Readiness, Implementation..., Quality Center, Risk Management, Testing, Business Requirements, SDLC, Resource Management, PMO, Requirements Gathering, User Acceptance Testing, Project Portfolio..., PMP, Business Analysis, Visio, Vendor Management, Project Estimation, Forecasting, Project Management, MS Project, Requirements Analysis, Business Process..., Business Process, Software Project..., Agile Project Management, HP Quality Center
Education
University of New Haven 1996 — 1997
MS, Education
The University of Connecticut School of Business 1984 — 1988
Bachelors, Marketing, Information Management Systems
GCW Capital, LLC August 2014 - Present
Family & Business Directions, LLC May 2010 - Present
Evans National Bank 1998 - Present
Waring Financial Group February 1982 - Present
MassMutual 1982 - Present
Waring Financial Group May 1980 - Present
SUNY Fredonia September 1976 - May 1980
Skills
Retirement Planning, Strategic Financial..., Retirement, Strategic Planning, Insurance, Finance, Leadership, Estate Planning, Financial Services, Wealth, Small Business, Financial Planning, Securities, Disability Insurance, Wealth Management, Public Speaking, Business Planning, Business Strategy, Succession Planning, Long Term Care Insurance, Financial Analysis, Wealth Management..., Asset Management, Risk Management, Financial Planners, Coaching, IRAs, Personal Financial..., Banking, Mutual Funds, Portfolio Management, Investment Advisory, Series 7, High Net Worth..., Fixed Annuities, Financial Advisory, Life Insurance, Long-term Care, Fundraising, Leadership Development, 401k, Investment Strategies, Asset Allocation, Wealth Accumulation, Series 63, Alternative Investments, Succession, Compliance, Strategy Development, Asset Protection
Education
State University of New York College at Fredonia 1976 — 1980
Bachelor of Arts (B.A.), Political Science and Government
The American College
Master's degree, Financial Services
MassMutual 1999 - Present
Provident. Life & Casualty September 1984 - February 1999
U S Army September 1980 - September 1984
Skills
Disability Insurance, Life Insurance, Series 7, Whole Life, Series 24, Long Term Care Insurance, Fixed Annuities, Casualty, Long-term Care, Insurance, Term Life Insurance, Estate Planning, Finance, Investments
Education
State University of New York at Albany 1976 — 1980
Bachelor of Arts (B.A.), Political Economy
MassMutual Financial Group November 2014 - Present
Midland National® Life Insurance Company April 2013 - Present
Lincoln Financial Distributors February 2011 - March 2013
Lincoln Financial Distributors October 2006 - February 2011
MassMutual 2003 - 2006
Lincoln Financial Distributors August 1999 - January 2003
Merrill Lynch July 1997 - August 1999
Education
The American College 2011 — 2013
Chartered Life Underwriter
Westfield State College 1990 — 1994
Bachelor of Science (B.S.), Criminal Justice
Western New England College
P May 2015 - Present
Cigna August 2014 - Present
Lincoln Financial Group October 2012 - August 2014
CIGNA March 2012 - October 2012
Carlisle & Gallagher Consulting Group June 2011 - March 2012
CIGNA July 2008 - June 2011
MassMutual March 2008 - May 2008
Northeast Utilities May 2007 - March 2008
Henderson Global Investors January 2007 - May 2007
Acsys, Inc. October 2006 - December 2006
Skills
Insurance, Business Analysis, PMP, Process Improvement, SDLC, Business Process, Requirements Analysis, SharePoint, Project Planning, Healthcare, MS Project, Software Project..., Project Portfolio..., Business Process..., PMO, Six Sigma, Requirements Gathering, Project Management, Program Management, Analysis, Management, Software Documentation, Leadership, Business Requirements, Vendor Management, Visio, IT Strategy, Resource Management, Business Intelligence, Enterprise Architecture, Project Delivery, Risk Management, Cross-functional Team..., Agile & Waterfall...
Education
Temple University 1988 — 1992
MBA
University of Pennsylvania 1983 — 1987
BSEcon
Bulkley, Richardson and Gelinas, LLP September 2014 - Present
Sedgwick October 2010 - November 2012
Pratt & Whitney August 1996 - July 2009
MassMutual March 1996 - August 1996
Connecticut Mutual May 1995 - March 1996
Skills
Marketing Communications, Integrated Marketing, Advertising, Media Planning, Social Media, Corporate Communications, Brochures, Direct Mail, Marketing, B2B, Press Releases, Corporate Branding, Social Media Marketing, Direct Marketing, Brand Development, Trade Shows, Digital Marketing, Management, Social Networking, SEO, Newsletters, Internal Communications, Copywriting, Account Management, Web Design, Market Research, Marketing Strategy, Online Marketing, Email Marketing, Online Advertising, Strategic Communications, Brand Management, Creative Direction, Marketing Research, Public Relations, Publications, Media Relations, Graphic Design
Education
University of Hartford 1997 — 2001
MBA, Advertising
University of Connecticut 1984 — 1989
BFA, Graphic Design/Photography
Bulkeley High School Class of 1971 October 2010 - June 2011
The Lewis Group September 2006 - June 2009
The Computer Company 2005 - 2006
Acsys, Inc 1998 - 2003
Insurance News Network 1997 - 1998
Security-CT 1994 - 1997
MassMutual 1986 - 1992
Greenwich Hospital 1975 - 1977
Greenwich Hospital 1975 - 1977
Skills
Social Media, Lead Generation, Online Advertising, Social Media Marketing, Email Marketing, Marketing Strategy, Salesforce.com, Account Management, Competitive Analysis, Direct Marketing, Brand Development, Social Networking, Public Relations, Marketing, Sales, Advertising, Online Marketing, Digital Marketing, Leadership, CRM, Strategic Partnerships, Management, Integrated Marketing, Product Marketing, Strategy, Business Development, E-commerce, Start-ups, Sales Management, Marketing Communications
Education
University of Connecticut 1971 — 1975
BS, Allied Health
The American College 1990 — 1991
CLU & ChFC, Finance and Financial Management Services
Bulkeley High School 1971 1967 — 1971
High School Diploma, College/University Preparatory
Batchelder and Bulkeley
MassMutual Financial Group Data Management/Business AnalystMassMutual Financial GroupNovember 1986 - Present
MassMutual 1986 - Present
Skills
Yellow Belt, Cognos, Data Modeling, Data Governance, SDLC, Requirements Gathering, Business Requirements, Mainframe, DB2, Visio, Business Objects, Data Warehousing, ETL, Solution Architecture, SharePoint, Master Data Management, Informatica, COBOL, Business Analysis, Data Integration, Enterprise Architecture, User Acceptance Testing
Education
Western New England University 1993 — 1998
BS, Business Administration Mgmt
Springfield Technical Community College
BA, Business Admin Mgmt
Insurance Consulting Services, Inc. January 2008 - Present
Compensation Systems Northwest, Inc. January 1974 - January 2008
MassMutual November 1970 - January 2006
Skills
Long Term Care, Disability Insurance, Term Life Insurance, Permanent Insurance, Second to Die Life..., Consulting on Existing..., Estate Tax Planning, Life Insurance, Securities, Strategic Financial..., Long-term Care, Small Business, 401k, Consulting, High Net Worth..., Retirement Planning, Long Term Care Insurance, IRAs, Succession Planning, Financial Planners, Fixed Annuities, Retirement, Insurance, Estate Planning, FINRA, Wealth Management, Trusts, Wealth Accumulation, Wealth, Sales, Asset Allocation, Roth IRA, Investment Advisory, Retirement Plan..., Financial Advisory, Universal Life, Certified Financial..., Critical Illness, Financial Goals, Wealth Management..., Pensions, Investment Strategies, Mutual Funds, Personal Financial..., Personal Finance, Asset Protection, Profit Sharing, Financial Planning
Education
The American College 1979 — 1982
MS, Tax & Financal Planning
University of Oregon 1966 — 1970
BS, Business and Psycology
David Douglas High School 1965 — 1966
High School Diploma
South Salem High School 1963 — 1965
Avenue Wealth May 2002 - Present
MassMutual August 2001 - April 2002
Skills
Estate Planning, Insurance, Retirement Planning, Life Insurance, Investments, Finance, Wealth, Business Development, Fixed Annuities, Long-Term Care Insurance, LUTCF
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1997 — 2001
BS, Business Management
The American College
Bachelor's degree, Accounting and Business/Management
Crump Life Insurance Services April 2010 - Present
Penn Mutual October 2006 - January 2009
Penn Mutual Life Insurance Company 2006 - 2009
The Hartford 2004 - 2006
MassMutual 2002 - 2004
Lincoln Financial Group October 1990 - November 2002
Equitable Life 1986 - 1991
Skills
Insurance, Strategic Planning, Customer Relations, Account Management, New Business Development, Life Insurance, Fixed Annuities
Education
University of Colorado Denver 1991 — 1996
MBA, Finance, General
Shippensburg University of Pennsylvania 1976 — 1979
BA, Political Science, History, French
The American College
CLU, ChFC
MassMutual 2008 - Present
Barbara Shannon Solutions June 2007 - December 2007
Terra Vac January 2001 - July 2007
Skills
Asset, Business, Institutions, Retirement, Life Insurance, Estate Planning, Strategic Financial..., Investments, Portfolio Management, Insurance, Retirement Planning, Finance, Mutual Funds, Financial Analysis, Wealth Accumulation, Financial Services
Education
The American College 2012 — 2014
University of California, Davis 2003 — 2007
Bachelor's degree, Philosophy and Psychology
Retirement Research Inc. 2010 - Present
Langevin Consulting, LLC 2009 - Present
Retirement Research Inc. 2010 - 2010
Mercer 2007 - 2009
ADP Retirement Services May 2005 - November 2007
ING November 1999 - February 2005
MassMutual April 1996 - November 1999
CIGNA January 1978 - April 1996
Skills
Product Development, Product Management, Product Marketing, Strategy, Management, Business Strategy, Strategic Planning, Leadership, Retirement, Business Development, Defined Contribution, Segmentation, 401k
Education
The University of Connecticut School of Business 1976 — 1978
BS, Accounting & Finance
National Independent Broker Dealer June 2010 - Present
Bankers Life April 2009 - Present
Waddell & Reed October 2005 - April 2009
MassMutual June 2003 - September 2005
Metlife September 1999 - May 2003
Prudential August 1993 - August 1999
Skills
Retirement Planning, Fixed Annuities, Insurance, Mutual Funds, Investments, Retirement, Life Insurance, Portfolio Management, Financial Advisory, Health Insurance, Estate Planning, Property & Casualty...
Education
American College 1993 — 1997
LUTCF, Business and Estate Planning
Corporate InfoManagement, Inc. November 1997 - Present
Massmutual 2013 - 2015
The Cimino Group, Inc. July 2010 - January 2011
CIGNA 2000 - 2010
Advanced DataLynx (ADL) January 2008 - December 2008
Melvin & Associates, Accounting and Tax Services January 1994 - September 1999
Skills
System Architecture, Executive Management, Marketing, Project Management, Resource Management, Customer Service, Business Analysis, Enterprise Architecture, Strategy, Software Development, Team Building, Management, Consulting, Software Project..., XML, SOA, Vendor Management, Microsoft SQL Server, Business Intelligence, Process Improvement, Data Center, Solution Architecture, Program Management, IT Strategy, Databases, Product Management, Sales, SQL, Requirements Analysis, Marketing Strategy, Operations Management, Team Leadership, Agile Methodologies, New Business Development, Leadership, SharePoint, CRM
Education
The University of Connecticut 1989 — 1993
BS - School of Business, Accounting
OneAmerica Financial Partners Inc. May 2014 - Present
OneAmerica Financial Partners Inc. March 2013 - Present
OneAmerica Financial Partners Inc. May 2011 - October 2013
MassMutual Financial Group May 2010 - May 2011
MassMutual Financial Group March 2008 - May 2010
Kelley Communications LLC July 2007 - March 2008
MassMutual September 2001 - October 2006
Smith Barney July 2000 - September 2002
Phoenix Life Insurance Company May 1998 - July 2000
Skills
Product Marketing, Segmentation, Selling Skills, Fixed Annuities, Insurance, Financial Services, Retirement, Series 7, Life Insurance, Retirement Planning, Disability Insurance, Leadership, Marketing Strategy, Program Management, Strategy, Training, Marketing, Copywriting, Series 63, Underwriting, College Basketball, Strategic Financial..., Strategic Planning, Mergers & Acquisitions, Series 6, Small Business, Finance, Public Relations
Education
University of Connecticut 1994 — 1998
Bachelors, English
Londonderry High
Voya Investment Management June 2015 - Present
Primacy August 2013 - Present
Per Diem Resources July 2012 - August 2013
Del Conte Hyde Annello & Schuch September 2011 - August 2012
SourceMedia January 2010 - June 2011
The Worx Group August 2009 - February 2011
Summit Business Media December 2004 - March 2009
MassMutual April 1997 - December 2004
MassMutual Financial Group 1997 - 2004
Aetna April 1995 - April 1997
Skills
Marketing Strategy, Marketing Communications, Advertising Sales, Social Media Marketing, Integrated Marketing, Online Advertising, Direct Mail, Media Buying, Publishing, Media Planning, Email Marketing, Direct Marketing, Advertising, Google Analytics, Marketing, Social Media, Digital Marketing, SEO, Brand Management, B2B, Creative Direction, Strategy
Education
University of Connecticut 1985 — 1992
BA, Personnel/Economics
MassMutual February 2009 - Present
Rochester Knighthawks/Rochester Rattlers 2005 - 2011
Skills
Retirement Planning, Disability Insurance, Life Insurance, Estate Planning, Long Term Care Insurance, Personal and Business..., Business Succession..., Buy-Sell Agreements, Annuities, IRA's,...
Education
Syracuse University
The Sporting Club San Diego July 2010 - Present
Renaissance ClubSport February 2010 - August 2010
Allstar Fitness November 2008 - December 2009
MassMutual August 2008 - December 2009
Wellbridge 2006 - 2008
ClubSport 2006 - 2006
Club One, Inc. 1996 - 2005
Skills
Fitness, Fitness Training, Personal Training, Nutrition, Wellness, Customer Service, Leadership, Budgets, CRM, Coaching, Management, Marketing, Sales, Sales Management, Strength Training
Education
University of Colorado Denver 1990 — 1994
AXA US November 2012 - Present
Society of Financial Services Professionals, Hartford Chapter June 2011 - Present
AXA Equitable March 2007 - October 2012
Society for Financial Services Professionals, Hartford, CT Chapter July 2008 - June 2010
MassMutual March 1995 - March 2007
Security-Connecticut Life Insurance Co. September 1982 - March 1995
Skills
Insurance, Estate Planning, Life Insurance, Retirement, Employee Benefits, Retirement Planning, Wealth Management, Series 7, Financial Services, Succession Planning, Executive Pay, Management, Business Planning, Leadership, Deferred Compensation, Series 6, Public Speaking, Investments, Executive Bonus Plans, Long-term Care, Mutual Funds, Series 63, Term Life Insurance, IRAs, Risk Management, Underwriting, Sales, Excel, Team Building, Marketing, Program Management, Split Dollar, Executive Compensation, COLI, Microsoft Excel, Asset Allocation, Sales Management, Long Term Care Insurance, Health Insurance, Securities, Whole Life, Financial Advisory, BOLI, Competitive Analysis, Variable Annuities, Wealth, Strategic Financial..., Financial Planners, Executive Benefits
Education
The American College 2000 — 2002
MSM, Management
MassMutual January 2009 - April 2013
MassMutual 2006 - 2008
MassMutual 2000 - 2005
Skills
Insurance, Management, Vendor Management, SharePoint, Portfolio Management, Budgets, Outsourcing, PMO, Resource Management, SDLC, SAP, Business Analysis, Risk Management, Process Improvement, Project Management, Finance, Financial Services, Business Intelligence
Education
Smith College 1981 — 1985
Bachelor of Arts, Mathematics
MassMutual Financial Group October 2009 - Present
MassMutual March 1996 - May 2009
IBM Corp. - Puerto Rico January 1987 - July 1992
IBM Corp - Essex Jct, VT May 1981 - January 1987
Skills
ITIL, Windows Server, Mainframe, Business Analysis, Active Directory, SQL, Microsoft SQL Server, Data Warehousing, Enterprise Architecture, Process Improvement, Business Intelligence
Education
Advanced Computer & Electronics College 1979 — 1981
Certificate, Computer Programming
Instituto Technologico de Rio Piedras 1979 — 1981
AA, Electronics Engineering
Universidad de Puerto Rico 1975 — 1978
Biology
MassMutual Relationship Manager - Blue Chip CircleMassMutual Financial GroupJanuary 2010 - Present
Hartford Life 1996 - 1998
Connecticut Mutual May 1993 - May 1996
Skills
Disability Insurance, Underwriting, Investments, Insurance, Fixed Annuities, Long-term Care, Term Life Insurance, Series 7, Mutual Funds, Life Insurance, Retirement Planning, Strategic Financial..., Series 6, 401k, Long Term Care Insurance, Health Insurance, Estate Planning, Financial Services, Wealth Management, Financial Planners, Retirement
Education
University of Connecticut 1981 — 1984
BA, Economics
Kingsroad Financial Insurance Services, Inc. February 2007 - Present
MassMutual 1997 - 2000
Skills
Investment Strategies, Series 7, Investment Advisory, Financial Advisory, Mutual Funds, Retirement Planning, Series 63, Estate Planning
Education
The American College
CERTIFIED FINANCIAL PLANNER designation, Financial Planning and Services
Southwest DI Brokerage, Inc. January 2008 - Present
MassMutual 2004 - 2008
UnumProvident 1998 - 2004
Skills
Disability Insurance, Insurance, Underwriting, Leadership, Employee Benefits, Brokers, Income Protection, Sales, Strategic Planning, Health Insurance, Management, Sales Management, Customer Service
Education
The University of Texas at Arlington 1984 — 1987
BBA, Finance
Holy Family School, Fort Worth TX
Holy Family School, Fort Worth TX
OneAmerica Securities 2010 - Present
B&L Financial Architects, LLC 2009 - Present
MassMutual June 2001 - September 2009
Aetna Life 1994 - 2001
Penn Mutual 1975 - 1992
Education
University of Connecticut 1970 — 1981
BS, History and Political Science
Genworth June 2015 - Present
Synergy Services February 2015 - June 2015
Enjoyed Life February 2013 - June 2015
AXA Equitable July 2010 - February 2013
American General Life Companies July 2006 - June 2010
MassMutual March 2001 - June 2006
Aetna Financial Services September 1996 - March 2001
CIGNA Individual Insurance January 1985 - September 1996
Security Connecticut Life Insurance Company January 1983 - January 1985
Skills
Insurance, Business Strategy, Risk Management, Process Improvement, Management, Underwriting, Variable Annuities, Fixed Annuities, Life Insurance, Defined Contribution, Leadership, Marketing, Term Life Insurance, Long-term Care, Disability Insurance, Mutual Funds, Series 7, Strategic Planning, Investments, Sales Management, Executive Management, Sales, Strategic Financial..., Retirement Planning, Employee Benefits, Retirement, 401k, Finance, Product Development, Business Planning, Health Insurance, Series 63, Financial Services, Financial Analysis, Strategy, Reinsurance, Estate Planning, Brokers, Securities, Wealth Management, IRAs, Financial Advisory, Business Development, Analysis, Relationship Management, Series 6, Financial Planners, Financial Risk, Wealth, Change Management
Education
University of Connecticut 1978 — 1982
BS, Accounting
Radiology & Imaging, Inc. March 2014 - Present
MassMutual Financial Group July 2012 - February 2014
MassMutual Financial Group November 2010 - July 2012
MassMutual Financial Group July 2007 - October 2010
CITIZENS BANK January 2005 - July 2007
MassMutual January 2007 - May 2007
Zale Corporation April 1999 - June 2004
Skills
SAP R/3, SAP BW, Microsoft Excel, SharePoint, Partnership Accounting, IBM Cognos Financial..., Auditing, General Ledger, Financial Statements, Business Analysis, Financial Accounting, Financial Reporting, Accounting, Banking, Leadership, Account Reconciliation, Payroll, Investments, Analysis, Strategic Financial..., GAAP, Credit, Financial Analysis, Internal Controls, Access, Accounts Payable, Accounts Receivable
Education
Western New England University 2005 — 2007
Bachelor of Science, Business Administration; Finance
Springfield Technical Community College 1996 — 1998
Associates, General Studies
MassMutual Financial Group January 2013 - Present
MassMutual Financial Group January 2012 - December 2012
MassMutual Financial Group June 2007 - December 2011
MassMutual August 2001 - January 2006
MassMutual Financial Group January 1999 - August 2001
Education
Southern New Hampshire University 1985 — 1989
Bachelor of Science, Mangement Information Systems
Doxa Advisors LLC January 2004 - Present
Minnesota Teen Challenge January 2010 - Present
North Heights Lutheran Church May 2002 - May 2009
MassMutual 1997 - 2001
Thrivent Financial 1992 - 1997
Preimer Banks 1990 - 1992
Ernst & Young Consulting 1988 - 1990
Marquette Bank 1984 - 1988
First Brookdale Bank (Marquette Bank Affiliate) 1981 - 1984
Tri-County State Bank 1977 - 1981
Skills
Retirement Planning, Wealth Management, Non-profits, Portfolio Management, Strategic Financial..., Strategy, Finance, Management, Investment Management, Financial Services, Estate Planning, New Business Development, Investment Advisory, Business, Insurance, Strategic Planning, Entrepreneurship, Leadership, Financial Advisory, Asset Allocation, Consulting, Banking, Investment Strategies, Sales, Mutual Funds, Retirement, Nonprofits, Financial Planning
Education
University of Saint Thomas 1985 — 1988
MBA
St. Olaf College 1973 — 1977
BA, Alternative Energies Sources & Utilization
Fergus Falls Sr High
Urgensee, Inc. April 2013 - Present
Camber Corporation July 2012 - March 2013
Alion Science and Technology April 2011 - July 2012
Independent Consultant January 2009 - September 2011
Court Square Group January 2008 - December 2008
MassMutual January 2006 - December 2007
SecureIT November 2004 - July 2005
enherent Corp. 2003 - 2004
US Army FORSCOM 1995 - 1996
US Army TRADOC 1990 - 1993
Skills
Change Management, Strategic Planning, Process Improvement, Executive Management, Business Development..., Business Development..., Thought Leadership, Program Management, Strategy, Leadership, Business Development, Operations Management, DoD, Military, Team Building, Government, Security Clearance, Proposal Writing, National Security, Operational Planning, Training, Risk Management, Leadership Development, Logistics, Analysis, Cross-functional Team..., Executive Coaching, Management, Start-ups, Team Leadership, Project Planning, Strategic Communications, Organizational..., Policy, Project Portfolio..., Integration, Command, Defense, Budgets, Security, Army, Government Contracting
Education
SIMS 2003 — 2003
National War College 1996 — 1997
Masters in National Security, Military Strategic Studies, General
Command and General Staff College 1987 — 1988
Masters of Military Arts and Sciences, Military Applied Sciences
The University of Chicago - Booth School of Business 1981 — 1983
MBA with Honors, Finance and Marketing
United States Military Academy at West Point 1971 — 1975
BS, Engineering
Allstate November 2014 - Present
Allstate June 2013 - November 2014
Pet Nutrition Center January 2008 - November 2014
Siena College January 2013 - 2014
MassMutual September 2012 - December 2012
Siena College Residential Life September 2011 - April 2012
Skills
Economics, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Outlook, Google Apps, Synchronous/Asynchronous..., Web based presentations..., Customer Service, Research, Social Networking, Sales, Outlook, Time Management, Leadership
Education
Siena College 2010 — 2014
Bachelor’s Degree, Economics (Bachelor of Science)
Nanuet High School 2006 — 2010
Advanced Regents Diploma
US Bank Fund Services February 2011 - Present
MassMutual October 2008 - December 2010
ACADEMIC ACTIVITIES January 2008 - May 2008
ITT June 2006 - August 2007
Skills
Equities, Finance, Fixed Income, Investments, Management, Microsoft Excel, Microsoft Office, Portfolio Management
Education
Seton Hall University 2004 — 2008
Bachelor of Science in Business Administration, Finance
West Essex
Career Coaching Services, LLC May 2005 - Present
People Management NE, Inc. November 1997 - April 2005
MassMutual April 1983 - November 1997
CIGNA January 1961 - April 1983
Skills
Coaching, Executive Coaching, Strategy, Personnel Management, Leadership, Career Development, Personal Branding, Interviews, Career Counseling, Temporary Placement, Resume Writing, Training, Team Building, Operations Management, Organizational..., Recruiting, Management, HR Consulting, Job Search, Strategic Planning
Education
The University of Connecticut
Business Administration
Bachman Insurance Agency July 2011 - Present
Clark Consulting June 2008 - May 2010
Trinity Fiduciary Partners December 2006 - March 2008
Weaver and Tidwell June 2004 - December 2006
MassMutual September 2002 - June 2004
Skills
Liability Insurance, Life Insurance, Commercial Insurance, Insurance, Property & Casualty..., Customer Service, Estate Planning, Financial Planners, Strategic Financial..., Risk Management, Liability, Workers Compensation, Investments, Retirement Planning, Retirement, Finance, Disability Insurance, Employee Benefits, Fixed Annuities, Long-term Care, 401k, Term Life Insurance, Health Insurance, Financial Advisory, IRAs, Mutual Funds, Wealth Management, Financial Services, Pensions, Small Business, Financial Planning
Education
Texas Tech University 1997 — 2002
BS, Financial Planning
SBS Insurance Group June 2011 - Present
Yark Automotive Group January 2008 - May 2011
MassMutual August 2007 - October 2007
Skills
Insurance, Sales, Sales Management, Direct Sales, Customer Service, Property & Casualty..., New Business Development, Commercial Insurance, Building Relationships, General Insurance, Sales Process, Liability, Customer Satisfaction, Account Management, Customer Retention, Small Business, Time Management, Retirement
Education
The Defiance College 2005 — 2007
Bachelor of Arts, Finance
Cardinal Stritch High School 1998 — 2002
MassMutual 2008 - Present
MassMutual Financial Group February 2007 - Present
MassMutual Financial Group 2007 - 2012
The Top-Flite Golf Company 1997 - 2004
Skills
Dreamweaver, Web Design, User Experience, Multimedia, Graphic Design, HTML, Flash, Interaction Design, CSS, Adobe Creative Suite, XHTML, XML, User Interface Design, jQuery, Usability, Web Development, Usability Testing, Website Development, User Experience Design, Web Content Management, Content Management, Web Project Management, User-centered Design, SEO, Information Architecture, Layout, Graphics, Web Analytics, Email Marketing, User Interface
Education
Springfield Technical Community College 1978 — 1982
Associate's degree, Computer Science
Yale New Haven Hospital July 2012 - Present
MassMutual September 2008 - September 2012
UnitedHealth Group October 2005 - August 2008
Skills
Six Sigma, Access, VBA, Quality Center, Microsoft Excel, SQL, PowerPoint, Salesforce.com, Projects, SDLC, Process Improvement, Business Analysis, Visio, Business Process..., Data Analysis, Quality Assurance, Analysis, Metrics, Vendor Management, Project Management, Risk Management
Education
The University of Connecticut School of Business 2007 — 2011
MBA, Finance, Health Care Management
Texas A&M University 1997 — 2001
B.S., Economics
Walsworth Publishing August 2010 - Present
Yellow Book USA April 2005 - November 2008
MassMutual August 2002 - April 2005
Education
University of Alabama 1998 — 2002
Bachelors, Advertising and Marketing
MassMutual May 2001 - Present
Education
University of Connecticut 1986 — 1991
MassMutual Financial Group October 2014 - Present
MassMutual Financial Group May 2012 - October 2014
Mass Mutual August 2011 - May 2012
MassMutual January 2009 - August 2011
MassMutual November 2003 - January 2009
MassMutual Financial Group 2003 - 2008
CIGNA Healthcare November 1992 - November 2003
CIGNA 1992 - 2003
Skills
Insurance, Six Sigma, Process Improvement, Continuous Improvement, Lean Manufacturing, Business Analysis, Visio, Project Management, Call Centers, Quality Assurance, Employee Benefits, Team Building, Quality Management, Leadership, New Business Development, Business Process, Organizational..., Operations Management, Software Documentation, Process Engineering, Vendor Management, Training, Business Process..., Strategic Planning, Coaching, Program Management, Change Management, Analysis, Cross-functional Team...
Education
Southern Connecticut State University 1987 — 1990
Empower Retirement September 2015 - Present
New York Life Retirement Services May 2009 - September 2015
MassMutual November 2007 - April 2009
Putnam Investments August 2000 - November 2007
Skills
401k, Insurance, Relationship Management, Retirement, Mutual Funds, Series 63, Series 7, Retirement Planning, Series 6, Defined Benefit, Fixed Annuities, Investments, CRM, Pensions, ERISA, Financial Services, Employee Benefits, FINRA
Education
Suffolk University 1990 — 1994
BA, criminal justice
Jeanne Brutman, LLC September 2007 - Present
The Terrace Club 2009 - 2013
MassMutual 2002 - 2006
Cowan Financial Group 2002 - 2004
St. Petersberg Collection March 2000 - November 2001
Skills
Bake Cookies, Speed Reader, Jewelry Design, Retirement Planning, Wealth Accumulation, Pensions, Asset Protection, Strategic Financial..., Business Planning, Estate Planning, Investments, Disability Insurance, Life Insurance, Long-term Care, Wealth Management, Insurance, Asset Allocation, Long Term Care Insurance, Employee Benefits, Small Business, Real Estate, Buy-sell Agreements, Public Speaking, 401k, Succession Planning, Personal Finance, Trusts, Special Needs, Tax Advisory, Estate Law, Financial Goals, Whole Life, IRAs, Wealth, Plants, Divorce Planning, Social Networking, Executive Coaching, Retirement, Asset Management, Asset Managment, Series 7, Securities, Financial Planners, Motivational Speaking, Cookies, Entrepreneurship, Strategy, Leadership, Financial Advisory
Education
The American College 2004 — 2005
Certified Family Business Specialist, Business Succession and Transfer
State University of New York College of Environmental Sciences and Forestry 1990 — 1993
B.S, Forest Sciences and Biology
MassMutual August 2014 - Present
Centre de Musique Baroque de Versailles June 2013 - August 2013
Institute for Training and Development (ITD) May 2012 - August 2012
Skills
Music, Research, Social Media, History, JavaScript, Data Analysis, Data Representation, Data Mining, HTML5, R, PostgreSQL, Leadership, Writing, Books, Teaching, Editing, Publishing, Blogging, Public Speaking, Facebook
Education
Smith College 2010 — 2014
Bachelor of Arts (B.A.), French Studies, Music, Applied Mathematics
Université Paris Sorbonne (Paris IV) 2012 — 2013
Savannah Arts Academy 2008 — 2010
High School
The Hartford March 2013 - Present
MassMutual March 2007 - March 2013
BearingPoint March 2005 - March 2007
State Street August 2002 - December 2004
General Motors May 2000 - August 2000
Skills
Competitive Analysis, LSS, Green Belt, Market Sizing, Business Strategy, Process Improvement, Business Process..., Program Management, Strategic Planning, Market Analysis, Corporate Strategy..., Segmentation, Management, Leadership, Marketing, Strategy, Analysis, Management Consulting, Project Management
Education
University of Notre Dame 1999 — 2001
MBA, Strategy, Management, Marketing
Trinity College-Hartford 1990 — 1994
BA, Political Science
Transamerica March 2010 - Present
MassMutual August 2007 - September 2009
Jackson National Life September 2004 - August 2007
Jackson National Life July 2003 - August 2004
Jackson National Life August 2002 - July 2003
Grand Prix Funds May 2000 - June 2002
TD Waterhouse May 1999 - May 2000
Holt Investment Advisors September 1998 - May 1999
Dunavant Enterprises, Inc. September 1990 - August 1998
BDP International Inc. August 1989 - August 1990
Skills
Series 7, Series 63, FINRA, Variable Annuities, Mutual Funds, Retirement, Investment Advisory, Strategic Financial..., Financial Services, Leadership, Sales, Management, Salesforce.com
Education
The George Washington University - School of Business 1985 — 1989
Bachelor of Business Administration (BBA), International Business
Golfsmith International December 2013 - Present
Golfsmith International August 2013 - December 2013
MassMutual December 2012 - March 2013
Enterprise Rent-A-Car May 2011 - September 2011
Olive Garden March 2009 - August 2009
Seadrift Coke Plant May 2008 - August 2008
Skills
PowerPoint, Microsoft Word, Leadership, Microsoft Office, Time Management, Microsoft Excel, Customer Service, Access, Customer Satisfaction, Teamwork, Data Analysis
Education
The University of Texas at San Antonio 2009 — 2012
Bachelor of Business Administration (B.B.A.)
The University of Texas at San Antonio 2009 — 2012
Bachelors Degree, Business Administration; Management
UnitedHealth Group May 2012 - Present
Randstad January 2012 - April 2012
LexisNexis October 2008 - October 2011
UnitedHealth Group December 1997 - July 2008
Massmutual May 1986 - December 1997
Travelers Insurance 1983 - 1986
Skills
Project Management, Requirements Analysis, Integration, Vendor Management, SDLC, Leadership, MS Project, Resource Management, Risk Management
Education
Springfield Technical Community College 1977 — 1979
Associates, Computer Science
Aetna April 2008 - Present
Segal September 2007 - April 2008
MassMutual January 2003 - September 2007
Skills
Employee Benefits, Insurance, Health Insurance, Health Savings Accounts, Disability Insurance, Underwriting, Account Management, Health Care Reform, PPO, Managed Care, Medicare, Life Insurance, Long-term Care, Claim
Education
The University of Connecticut 1998 — 2002
Bachelor of Arts (B.A.), Economics
The George Washington University - School of Business
Edge on Life January 2003 - Present
MASSMUTUAL January 2004 - January 2006
Fidelity Guarantee Life and AFLAC June 2003 - June 2004
Fleet Bank January 2000 - July 2003
FLEETBOSTON FINANCIAL January 1999 - January 2003
Lincoln Financial Group January 2000 - January 2001
Skills
Analysis, Insurance, Mentoring, Outlook, Customer Relations, Administration, Employee Benefits, Sales, Team Building, Contract Negotiation, Strategic Planning, Fixed Annuities, Financial Analysis, Public Speaking, Customer Service, Health Insurance, Policy, Leadership
Education
University of Massachusetts, Amherst 1997 — 2000
Bachlors, Business Management
Springfield Technical Community College 1995 — 1997
Associate of Science, Business Management and Liberal Arts
Gill and Associates February 2009 - Present
ASG February 2006 - February 2009
MassMutual 2006 - 2007
Bank of America October 2000 - February 2006
Education
University of California, Riverside 2002 — 2005
MassMutual 2008 - Present
MassMutual Financial Group October 2000 - July 2008
Skills
Series 6, Retirement Planning, Qualified Retirement..., 401k, 401k Rollovers, Instructional Design, Instructional Technology, Instructor-led Training, Consulting, Process Improvement, Business Process..., Change Management, Curriculum Design, Curriculum Development, Curriculum Mapping, Evaluation, Customer Service, Customer Retention, Customer Engagement, Proposal Writing, Job Aids, Insurance, Leadership, Training, Management, Strategic Planning
Education
Springfield College
Springfield Technical Community College
USTA 2014 - Present
It's About Time 21st Century Learning 2013 - 2014
Harness Advisors LLC May 2013 - October 2013
American Pool Enterprises, Inc May 2008 - August 2013
SUNY Oneonta November 2011 - May 2013
SUNY Oneonta January 2011 - May 2013
MassMutual May 2012 - September 2012
Skills
PowerPoint, Microsoft Word, Facebook, Social Networking, Social Media, Time Management, Microsoft Office, Public Speaking, Leadership Development, Teamwork, Microsoft Excel, Event Planning, Leadership, Word, Communication Skills, Instagram, Team-oriented, Team Building, Team Leadership, Team Management, Social Media Marketing, Email Marketing, Marketing Communications, Teaching, Research, Fundraising, Communication
Education
State University of New York College at Oneonta 2009 — 2013
Bachelor of Science (B.S.), Business Economics
Universitat de Barcelona 2012 — 2012
Spanish Language
msg global solutions January 2015 - Present
EMC October 2010 - December 2014
MassMutual Financial Group October 2007 - October 2010
MassMutual 2003 - 2007
MassMutual Financial Group 1986 - 2003
Skills
SAP BW, SAP BI, SAP Netweaver, SAP R/3, Business Intelligence, SAP, ABAP, SAP Basis, Business Objects, SAP HR, SAP ERP, Business Analysis, SAP Authorizations, SD, Data Warehousing, SAP FI, Data Migration, Cognos, ERP, Master Data Management, Project Management, Business Process, SAP BPC, Databases, SAP Implementation, Enterprise Architecture, IT Strategy, Data Modeling, Solution Architecture, ECC, Business Process Design, Performance Tuning, EDI, SAP SRM, SAPScript, Dashboard, Analysis, SAP XI, SAP Portal, ETL, BAPI, Data Integration, SAP - BPS, SAP - BPC, SAP - BOBJ, SAP HANA
Education
State University of New York College at Potsdam 1983 — 1986
Bachelor of Science (B.S.), Information Technology
University of South Carolina-Columbia 1982 — 1983
Computer Science
Exquisite Bride January 2013 - Present
Garden State Wedding Studio February 2010 - November 2012
Bella Pictures 2009 - February 2010
MassMutual October 2008 - August 2009
Skills
Event Planning, Marketing, Social Networking, Sales, Social Media, Trade Shows, Event Management, Public Speaking, Customer Service, Social Media Marketing
Education
Seton Hall University 2001 — 2004
Bachelor's Degree, Political Science
Silverbull Software 2011 - Present
Integralis 2009 - 2011
TopCoder 2008 - 2009
Baystate Health 2008 - 2008
MassMutual 2007 - 2008
Tallan 2007 - 2007
Phoenix Life Insurance 2006 - 2007
RHI 1997 - 2005
Education
University of Connecticut 1990 — 1996
Summit Financial Corporation November 1997 - Present
MassMutual January 1990 - November 1997
Allmerica July 1990 - August 1991
State Mutual 1990 - 1991
Skills
401k, Retirement, Retirement Planning, Investments, Financial Services, Employee Benefits
Education
Syracuse University 1986 — 1990
Syracuse University 1986 — 1990
Bachelor's degree
Amazon September 2012 - Present
Vizit, Inc November 2009 - September 2012
Atalasoft, Inc. July 2007 - July 2010
MassMutual February 2006 - July 2007
ISO New England December 2004 - December 2005
Novartis Pharmaceuticals May 2002 - December 2004
Buy and Hold Securities October 2000 - January 2002
CH2M HILL October 1993 - October 2000
CBS News January 1992 - March 1992
Skills
SharePoint, Product Management, Agile Methodologies, Project Management, Business Strategy, Marketing, Validation, 21 CFR Part 11, Enterprise Content..., Document Management, Enterprise Software, SaaS, Cloud Computing, Business Analysis, Microsoft Office..., Cross-functional Team..., IT Strategy, Business Process, Software Development, Solution Architecture, CRM, Professional Services, Business Intelligence, Requirements Analysis, Software Project..., Web Services, Scrum, Leadership, Integration, Strategy, Solution Selling, Enterprise Architecture, Pre-sales, .NET, Microsoft SQL Server, Agile Project Management, SDLC, SOA, XML
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA
University of California, Berkeley 1986 — 1990
BA
JPMorgan Chase September 1999 - Present
Thomson Financial 1996 - 1999
MassMutual September 1989 - September 1993
Skills
IT Management, Strategy, Leadership, IT Strategy, Program Management, Talent Management, Project Portfolio..., Project Management, Management, Financial Services, Risk Management, SDLC, Business Intelligence, Vendor Management, Business Analysis, Process Improvement, Integration, Data Center, PMO, Recruiting, Disaster Recovery, Business Process..., Human Resources, Management Consulting, Requirements Analysis, Data Warehousing, Banking, IT Operations, Software Project..., Equities, Team Building, Analysis, Requirements Gathering, Outsourcing, Derivatives, Agile Methodologies, Strategic Planning, Mergers, Investment Banking, IT Service Management, IT Outsourcing, Message Oriented..., SWIFT messaging, Software Development, Information Technology
Education
The University of Texas at Dallas - School of Management 2003 — 2005
Master of Business Administration (MBA), Project Management
University of Bridgeport 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
The Hartford Insurance Group September 2013 - Present
The Hartford Insurance Group April 2007 - Present
Hartford Technology Services Company 2007 - Present
The Hartford 2007 - Present
Mass Mutual Financial Group May 2001 - March 2007
MassMutual 2001 - 2007
MassMutual Financial Group 2001 - 2006
Royal & Sun Alliance, formerly Orion September 1996 - May 2001
Orion Capital Insurance Co 1996 - 2001
Royal & SunAlliance / Orion Capital / EBI 1995 - 2001
Skills
Vendor Management, Program Management, SDLC, Project Management, Project Portfolio..., Business Analysis, Management, Process Improvement, Business Process, Resource Management, Risk Management, Business Process..., PMO, Data Warehousing, Leadership, Software Development, PMP, Strategy, Team Building, Business Requirements, Quality Assurance, Strategic Planning, Disaster Recovery, Information Technology, Budgets, Change Management, the..., IT Strategy
Education
University of Hartford 1980 — 1984
None, Math and Computer Sciences
University of California, Berkeley 1977 — 1978
none, Civil Engineering
Capital Community College 1974 — 1976
AS, Civil Engineering
Hartford State Technical College 1974 — 1976
AS, Civil Engineering
Tolland High School 1970 — 1974
MassMutual 1995 - Present
Skills
Employee Benefits, Insurance, FINRA, Corporate Governance, Securities, ERISA, Financial Services
Education
The College of William and Mary - Marshall Wythe Law School 1991 — 1994
Wheaton College (MA) 1985 — 1988
AB, History
MassMutual Technical WriterMassMutual Financial Group2006 - Present
MassMutual January 1998 - June 2004
Education
University of Connecticut 1988 — 1992
Windsor Locks High School 1984 — 1988
MassMutual July 2015 - Present
MassMutual January 2013 - Present
The Hartford June 2010 - January 2013
Charles Schwab January 2008 - January 2010
Charles Schwab June 2006 - January 2008
Charles Schwab April 2002 - June 2006
Charles Schwab April 2000 - April 2002
Hartford Life 1997 - 2000
Principal Financial Group 1994 - 1997
Instituto Tecnológico y de Estudios Superiores de Monterrey 1993 - 1994
Skills
Retirement Planning, Series 7, Mutual Funds, 401k, Retirement, Series 63, Investments, Financial Services, Securities, Relationship Management, Asset Allocation, Benefits Administration, Employee Benefits, Deferred Compensation, Pensions, Series 6
Education
Thunderbird School of Global Management 1990 — 1992
Master of Business Administration (MBA), International Business
University of Iowa 1985 — 1989
BA, Spanish, Russian
MassMutual Financial Group AVP, Human ResourcesMassMutual Life Insurance Company2002 - Present
MassMutual 2002 - Present
Mass Mutual 2002 - Present
MassMutual Financial Group 2002 - 2009
CIGNA 1994 - 2002
CIGNA Healthcare 1994 - 2002
Skills
Human Resources, Leadership, Employee Engagement, Employee Benefits, Recruiting, Succession Planning, Talent Acquisition, Performance Management, Talent Management, Executive Coaching, Coaching
Education
University of Connecticut
MassMutual Financial Group October 2012 - Present
MassMutual October 2007 - October 2012
MetLife September 2001 - October 2007
Travelers Life & Annuity 2003 - 2005
Travelers Life and Annuity September 2001 - September 2003
Skills
Series 63, Mutual Funds, Series 7, Investments, Retirement, Asset Allocation, Insurance
Education
The University of Connecticut School of Business 2007 — 2009
MBA, Finance
University of Connecticut 1996 — 2001
B.A., Economics/Finance
Great Place to Work Institute Inc 2006 - Present
brooks brothers February 2005 - Present
MassMutual October 1999 - February 2005
LEGO 1997 - 1999
Skills
Employee Relations, Performance Management, Employee Engagement, Employee Benefits, Employee Management, Succession Planning, SuccessFactors, Organizational Design, Organizational Structure, Organizational Behavior, Compensation Structures, Compensation & Benefits..., Compensation Strategies, Global Compensation, Corporate Communications, Compensation & Benefits, Leadership, Team Building, Customer Service, Human Resources, Personnel Management, Training, HR Policies, Merchandising, Recruiting, Management, Retail, Employee Training, Talent Management, Coaching, Onboarding, Hiring, Talent Acquisition, Organizational..., Project Management, Change Management
Education
Western New England University 1984 — 1988
MBA, General Business
The University of Connecticut School of Business 1979 — 1983
Bachelor's degree, Human Resources Management/Personnel Administration, General
high school 1977 — 1979
diploma, college prep
MassMutual Financial Group September 2013 - Present
MassMutual September 1999 - November 2013
Link Systems, Inc. October 1995 - September 1999
Skills
Business Process, Business Intelligence, Business Analysis, Marketing, Requirements Analysis, Business Transformation, Requirements Gathering, Knowledge Management, Knowledge Transfer, Knowledge Discovery, SharePoint, Mind Mapping, XML, Semantic Analysis, Content Management, User-centered Design, User Experience
Education
Stonehill College 1982 — 1986
BA, Psychology
Mutual of America December 2012 - Present
Wells Fargo Bank May 2005 - February 2012
Wells Fargo 2005 - February 2012
MassMutual June 2004 - May 2005
PLANCO August 2002 - May 2004
The Hartford August 2002 - May 2004
Lord Abbett March 1999 - June 2001
The Vanguard Group August 1996 - January 1999
Skills
Retirement Planning, Separately Managed..., Investments, Marketing, Mutual Funds, Portfolio Management, Program Management, Strategy, Business Development, CRM, Finance, Relationship Management, Financial Services, Sales, Leadership, Management
Education
Saint Lawrence University 1992 — 1996
Bachelor of Arts (B.A.)
Sewickley Academy 1987 — 1992
MassMutual Financial Group March 2014 - June 2014
MassMutual December 1984 - June 2014
Connecticut Mutual Life December 1984 - March 1996
Skills
Business Requirements, SDLC, Requirements Gathering, Business Analysis, Vendor Management, Insurance, Data Modeling, Resource Management, Project Portfolio..., Visio, Data Warehousing, Requirements Analysis, Business Process..., Process Improvement, Enterprise Architecture, User Acceptance Testing, Solution Architecture, Financial Services, Business Process
Education
Southern Connecticut State University 1978 — 1981
Health and Physical Education/Fitness
Southern Connecticut State University 1977 — 1980
JB Marsh Designs 2006 - Present
MassMutual August 1987 - December 1999
Myers Informations Systems 1983 - 1987
Trans World Airlines 1965 - 1969
Delta Air Lines 1961 - 1964
Skills
Project Management, Customer Service, Gems, Graphic Design, Beads, Logo Design, Interior Design, Marketing, Microsoft Office, Sterling Silver, Marketing Strategy, Social Media, Advertising, Illustrator, Social Media Marketing, Fine Art, Marketing Communications, Event Planning, Web Design, Photoshop, Small Business
Education
Stephens College 1959 — 1961
Apartments Now December 2010 - Present
Apartments NOW! December 2010 - June 2013
MassMutual 2007 - 2008
Skills
Investments, Insurance, Estate Planning, Health Insurance, Mortgage Lending, Financial Analysis, Financial Services, Loans, Underwriting, Fixed Annuities, Asset Management, Finance, Retirement Planning, Retirement, Employee Benefits, Investment Properties
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Management
Plano East Senior High 1998 — 2000
diploma
MassMutual Financial Group December 2012 - Present
MassMutual 2009 - 2012
MassMutual Financial Group 2007 - 2009
Colebrook Realty Services 2004 - 2006
Baystate Health 1996 - 2004
Skills
Non-profits, Policy, Fundraising, Public Speaking, Community Outreach, Leadership, Strategic Planning, Community Development, Public Policy, Strategic Communications, Event Planning, Government, Public Relations, Volunteer Management, Legislative Relations, Media Relations, Grassroots Organizing
Education
Western New England College 2000 — 2001
MBA, Business Management
Springfield College 1994 — 1996
Bachelor of Science (B.S.), Health/Health Care Administration/Management
ECHN 2013 - 2013
MassMutual 1998 - 2003
CIGNA December 1993 - September 1998
Coopers & Lybrand September 1990 - December 1993
Coopers & Lybrand 1990 - 1993
Education
Southern New Hampshire University 1986 — 1990
MassMutual March 1997 - Present
Skills
SDLC, SQL, Visio, Business Analysis, SharePoint, Requirements Analysis
Education
Syracuse University 1990 — 1995
Bachelor of Science, Computer Engineering
ConnectiCare April 2001 - Present
MassMutual 1997 - 2001
Travelers Insurance 1981 - 1996
Skills
Team Leadership, Employee Relations, Employee Engagement, Talent Acqui, Talent Management, Leadership Development, Skilled Labor, Talent Acquisition, Training, Leadership, Organizational..., Health Insurance, Management, HRIS, Recruiting, Succession Planning, Human Resources, Team Building, Personnel Management, Employee Benefits, Customer Service, Healthcare, Performance Management, Workforce Planning, Insurance, Applicant Tracking..., Deferred Compensation, Strategy, Analysis, Process Improvement, Benefits Administration, Organizational..., Organizational Design, Temporary Placement, HR Consulting, Sourcing, Interviews, Vendor Management, Onboarding, Employee Training, College Recruiting, Coaching, Career Development, Resume Writing, Change Management, FMLA, Employer Branding, New Hire Orientations, Hiring, Labor Relations
Education
The University of Connecticut 1977 — 1979
Horticulture
Windsor High School 1974 — 1977
Mass Mutual AVP and Product ActuaryMassMutual Financial Group2006 - Present
Mass Mutual 2006 - Present
Mass Mutual 2006 - Present
Mass Mutual Insurance Company 2006 - Present
MassMutual 2006 - Present
Skills
Fixed Annuities, Life Insurance
Education
University at Albany, SUNY 1972 — 1976
Futurity First Insurance Group June 2008 - Present
First Republic Group September 2007 - June 2008
MassMutual 2005 - 2007
Marsh 2001 - 2004
Education
University of Connecticut
BS, Business
TIAA-CREF January 2014 - Present
Charter Oak Software, Inc/ June 2005 - Present
ICMA-RC May 2013 - December 2013
TIAA-CREF January 2011 - January 2013
ING November 2009 - January 2011
TIAA-CREF December 2007 - November 2009
The Hartford March 2006 - November 2007
TIAA-CREF February 2004 - March 2006
MassMutual July 2003 - December 2003
CIGNA May 2002 - April 2003
Skills
Requirements Analysis, COBOL, Business Requirements, Oracle, DB2, Access, Financial Services, System Testing, CICS, Retirement
Education
University of Bridgeport 1973 — 1976
Bachelors, Music Education
MassMutual January 2012 - Present
MassMutual Financial Group August 2001 - December 2011
Singer Kearfott 1985 - 1987
Skills
SDLC, Batch Processing, Grid Computing, Disaster Recovery, Visio, ITIL, SharePoint, Enterprise Architecture, Cloud Computing, DB2, VMware, Business Requirements, IT Service Management, Solution Architecture, Data Warehousing, SOA, Requirements Analysis, Unix, IT Strategy, Requirements Gathering, Integration, Vendor Management, Systems Analysis, Data Modeling, IT Management, Mainframe, SQL, Websphere, Software Project..., Unix Shell Scripting
Education
The University of Connecticut
Engineering, Computer Science
MassMutual March 2000 - Present
Skills
Fixed Annuities, Retirement Planning, Mutual Funds, Series 63, Wealth Management, Series 7, Financial Services, Insurance, Retirement, Series 6, Securities, Customer Service, Estate Planning, Life Insurance, IRAs, Long-term Care, Variable Annuities, Asset Allocation, Investment Advisory, Disability Insurance, Series 65, 401k, Uniform Combined State..., FINRA, Series 24, 401k Rollovers, Separately Managed..., Term Life Insurance, Financial Planners, ETFs, Alternative Investments, Investment Strategies, Investments, Financial Planning
Education
Trinity College-Hartford 1994 — 1998
MassMutual January 2005 - Present
Phoenix Investment Partners January 2000 - October 2004
Skills
Mutual Funds, Series 63, Strategic Planning, Business Development, Strategy, Series 7, Leadership, Retirement Planning, Financial Services, Strategic Partnerships, Financial Advisory, Fixed Annuities, Sales, Investments, Hedge Funds, 401k, Marketing, Alternative Investments
Education
University of Connecticut 1985 — 1989
Bachelor of Science, Sports Marketing/Management, cum laude
Chicopee Savings Bank March 2007 - Present
Junior Achievement of Western MA 2013 - 2013
Bank of America 2002 - 2007
Fleet Bank 1995 - 2003
MassMutual 1987 - 1998
Skills
Risk Management, Vendor Management, Project Management, Banking, Strategic Planning, Disaster Recovery, SDLC, IT Strategy, Business Continuity, Process Improvement, Portfolio Management, Business Analysis, Project Portfolio..., Program Management, Security, IT Management
Education
Springfield Technical Community College
Western New England University
MBA, Business
Dex Media, Inc. March 2014 - Present
KDA Group/ Ketchum Directory Advertising October 2012 - March 2014
Euro International Mortgage August 2011 - May 2012
MassMutual January 2007 - February 2009
Skills
Loan Origination, Sales, Mortgage Lending, Loans, Credit, Residential Mortgages, Disability Insurance, Fixed Annuities, Retirement Planning, Life Insurance, Retirement, Refinance, Wealth Management, Long-term Care, Financial Services
Education
Wichita State University 2009 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
University of Cincinnati College of Business 1994 — 1999
ADNET Technologies, Inc. June 2008 - Present
MassMutual May 2000 - May 2007
Education
University of Connecticut 1994 — 1998
Classique Junque July 2010 - Present
Prudential Retirement May 2009 - July 2010
MassMutual November 2000 - April 2009
MassMutual June 2004 - April 2007
Skills
Fixed Annuities, Retirement, Mutual Funds
Education
Southern Connecticut State University 1975 — 1979
BS, Biology
MassMutual Financial Group May 1979 - Present
MassMutual Financial Group 1979 - Present
MassMutual 1979 - Present
Skills
Retirement Planning, Insurance, Fixed Annuities, Employee Benefits, Life Insurance, Marketing, Mutual Funds, Retirement, Investments, Asset Allocation, Strategic Financial..., Financial Services, 401k, Disability Insurance, Estate Planning, Series 6, Series 7, Long Term Care Insurance, Term Life Insurance, Securities, Relationship Management, Long-term Care
Education
Springfield Technical Community College
Business Image Architects February 2015 - Present
- February 2013 - June 2013
MassMutual Financial Group February 2012 - February 2013
MassMutual Financial Group January 2011 - March 2012
MassMutual Financial Group 2007 - May 2011
MassMutual Financial Group 2001 - 2007
MassMutual 1998 - 2001
MassMutual Financial Group 1994 - 1998
Skills
Strategic Alliance..., Customer Negotiations, Program Execution, Negotiation, Insurance, Retirement Planning, Fixed Annuities, Strategic Alliances, Life Insurance, Disability Insurance, Retirement, Leadership, Strategy, Marketing, Recruiting, Strategic Partnerships, Financial Services, Strategic Financial..., Employee Benefits, Sales, Management, Relationship Management, 401k, Program Management, Association Marketing, Competitive Analysis, Succession Planning, Mergers & Acquisitions, Investments, Long-term Care, Finance, Series 6, Series 63, Mutual Funds, Series 7, Estate Planning, Securities, Wealth Management, Term Life Insurance, Financial Planners, Long Term Care Insurance, Wealth, Financial Advisory, Investment Advisory, Brand Development, Event Planning, IRAs, Marketing Communications, Direct Sales, Trade Shows
Education
Suffolk University
Bachelor of Science (B.S.), Journalism and Public Relations
The American College
Certified Family Business Specialist designation, Small and Family Business, Certificate
KME Insurance Brokerage 2007 - Present
MassMutual January 2003 - September 2006
Skills
Life Insurance, Disability Insurance, Insurance, Term Life Insurance
Education
Tufts University 1986 — 1990
Northbridge High
Northbridge High
MassMutual June 2007 - Present
Aetna July 2005 - June 2007
LIMRA International October 2001 - June 2005
Skills
Segmentation, Focus Groups, Customer Insight, Survey Design, Marketing Research, Quantitative Research, Consumer Behaviour, Analytics, Market Research, Market Intelligence, Market Analysis, Online Research, Primary Research, Qualitative Research, Questionnaire Design, Report Writing, Marketing Strategy, Survey Research, Financial Services, Secondary Research, Customer Analysis, Data Collection, Advertising Research, Competitive Analysis, Data Analysis, Analysis
Education
Southern Connecticut State University 2002 — 2004
MS, Research, Statistics, and Measurement
Western Connecticut State University 1995 — 1999
BA, Psychology
MassMutual Financial Group September 2015 - Present
MassMutual January 2001 - Present
Education
Western New England College 2006 — 2009
Master of Science in Accounting (MSA), Accounting
University of Alabama 1987 — 1991
Bachelor of Arts (BA), Communication and Media Studies
Tata Consultancy Services July 2015 - Present
Goldman Sachs March 2013 - July 2015
Pearson plc June 2012 - March 2013
HBO September 2010 - June 2011
Pearson Education 2004 - 2011
HCL America Inc August 2004 - September 2008
MassMutual January 2001 - July 2004
Integrand Information Systems Inc February 2000 - January 2001
Skills
SDLC, Management, Agile Methodologies, Oracle, SQL, Enterprise Architecture, Software Development, Solution Architecture, Integration, Unix, Databases, Java, PL/SQL, JavaScript, Perl, UML, Tomcat, Database Design, ETL, Java Enterprise Edition, Cloud Computing, Business Analysis, Software Project..., Requirements Analysis, Agile Project Management, XML, SOA, Vendor Management, PMP, Web Services, IT Strategy, Scrum, Requirements Gathering, Project Management, Linux, Business Intelligence, Microsoft SQL Server
Education
University of Bridgeport 1999 — 2002
Master Of Science, Computer Science
University of Pune 1992 — 1996
B.E., Electronics & Telecommunication
The Hartford April 2009 - Present
The Hartford March 2004 - April 2009
MassMutual March 1984 - October 2001
MassMutual Financial Group 1985 - 2001
LEGO Systems, Inc. January 1984 - January 1987
BayState Moving Systems January 1982 - January 1984
Skills
Mutual Funds, Series 7, Insurance, Securities, Financial Services, Portfolio Management, Investments, Relationship Management, Fixed Income, SDLC, Business Analysis, Asset Managment
Education
Western New England University 1994 — 1998
MBA, Business Administration
University of Massachusetts, Amherst 1979 — 1982
BS, Marketing and Economics
Springfield Technical Community College 1977 — 1979
AS, Business Administration
MassMutual Financial Group September 2006 - Present
MassMutual Life Insurance Co September 2006 - Present
MassMutual 2006 - Present
MassMutual Life Insurance Co July 2005 - September 2006
MassMutual Life Insurance Co December 2000 - September 2002
MassMutual Life Insurance Co September 1996 - December 2000
Management Search, Inc August 1995 - September 1996
Phillips & Associates May 1995 - August 1995
Skills
Plan Design, Series 7, Retirement, Customer Relations, Series 63, 401k, Retirement Planning, Leadership, Mutual Funds, ERISA, Business Planning, Customer Service, Investments, Financial Services, Insurance, Employee Benefits, Relationship Management, Management, Pensions, Securities, Asset Allocation, Financial Planning
Education
Springfield College 1991 — 1995
Bachelor of Science (BS), Elementary Education and Teaching
Springfield College
Bachelor of Science, Elementary Education; Language Arts, Science, Mathematics and Social Studies
The Williams School
High School Diploma
MassMutual December 2012 - Present
MML Investors Services 2009 - December 2012
MML Investors Services, Inc February 2008 - September 2009
MML Investors Services, Inc March 2005 - February 2008
MML Investors Services November 2003 - March 2005
MML Investors Services June 2003 - November 2003
Education
Springfield College 1997 — 2001
BA, Business Management
ZOZI October 2013 - August 2015
Bay Equity, LLC March 2013 - October 2013
Bay Equity, LLC August 2009 - March 2013
MassMutual June 2009 - September 2009
Bainbridge October 2007 - May 2008
Skills
Financial Analysis, Microsoft Excel
Education
University of California, San Diego 2004 — 2008
B.S, Management Science
UC Berkeley Extension
Certificate of Accounting for Controllers
Cigna October 2013 - Present
Hartford Life July 2001 - October 2013
MassMutual June 1978 - July 2001
Skills
Oracle, Databases, COBOL, Dimensional Modeling, Relational Modeling, Erwin, Model Mart, Oracle Designer
Education
State University of New York College at Oneonta 1974 — 1978
BS, Mathematics
Travelers June 2007 - Present
MassMutual May 2006 - September 2006
Education
Stonehill College 2003 — 2007
BA, Mathematics, Business Administration
MassMutual Financial Group July 2011 - July 2012
MassMutual August 2005 - July 2011
Skills
Vendor Management, Business Analysis, Insurance, Business Requirements, Requirements Gathering, SDLC, SQL, Resource Management, Data Warehousing, User Acceptance Testing, Visio, Requirements Analysis, SharePoint, Data Modeling, Process Improvement
Education
Computer Processing Institute
Certificate, Basic Computer Skills
University of Connecticut
BA, Psychology
TransAtlantic Financial Group March 2011 - Present
MassMutual April 2008 - February 2011
Niall Campbell Sole Proprietor/Member NYSE 2003 - February 2007
Raymond C. Forbes & Co., Inc. March 2002 - September 2003
Walter N. Frank & Co. February 1998 - March 2002
Back Line Specialist Clerk 1995 - February 1998
Skills
Wealth Management, Whole Life, 401k Rollovers, Series 63, 401k, Series 6, Financial Services, Securities, Investment Advisory, Equities
Education
The George Washington University 1991 — 1995
BA, Sociology
The Lawrenceville School 1987 — 1988
Loomis Chaffee 1985 — 1987
DBDS November 2011 - Present
MassMutual 2007 - April 2011
Keane 2006 - 2007
Keane 2002 - 2006
Keane 2001 - 2002
Keane 2000 - 2001
Keane 1998 - 2000
Keane 1997 - 1998
Keane 1989 - 1997
Skills
Visio, SharePoint, Project Management, MS Project, Access, Software Development, Databases, Enterprise Architecture, Outsourcing, Security, Testing, Enterprise Software, Vendor Management, SDLC
Education
The University of Connecticut
BA, Economics
MassMutual May 2005 - Present
Fidelity Investments December 1998 - May 2005
Skills
Securities, FINRA, Mutual Funds, Financial Services, Securities Regulation
Education
Suffolk University Law School 1995 — 1998
JD
University of Massachusetts, Amherst 1991 — 1995
BA, Economics
Viability Advisory Group July 2014 - Present
MassMutual December 2007 - June 2014
Principal Financial Group January 1999 - 2007
Professional Pensions, Inc. May 1988 - December 1998
Lincoln Hall May 1987 - May 1988
Skills
401k, Series 7, ERISA, Retirement, Investment Advisory, Defined Benefit, Retirement Plan..., Retirement Planning, Investments, Mutual Funds, Series 63, Wealth Management, Pensions, Fixed Annuities, Strategic Financial..., Financial Services, Qualified Retirement..., Investment Management, Asset Allocation, Series 6, IRAs, Financial Advisory, Defined Contribution, Investment Strategies, Alternative Investments, Uniform Combined State..., Series 24, Disability Insurance, Series 65, Variable Annuities, 401k Rollovers, Securities, FINRA, Financial Planning
Education
State University of New York College at Oneonta 1983 — 1987
Bachelor of Science (BS), Psychology
Stewart Financial Group January 2010 - Present
MassMutual August 2007 - January 2010
Univar March 2007 - August 2007
Menlo Logistics June 2006 - March 2007
Filton College August 2004 - June 2005
Skills
Social Media, Customer Service, Marketing, Social Networking, Sales, PowerPoint, Microsoft Word, Microsoft Excel, Strategic Planning, Microsoft Office
Education
Hartpury College, University of the West of England 2004 — 2006
Postgrad, Sports Management
University of California, Santa Cruz 2000 — 2002
BA, Anthropology, History
University of San Diego 1997 — 1999
Transfer
Mass Mutual November 2011 - Present
MassMutual May 2008 - Present
MassMutual Financial Group February 2011 - February 2013
Zoffinger Properties January 2006 - May 2008
Ameriquest Mortgage March 2003 - September 2005
MBCF 2004 - 2005
Skills
Tax, Wealth, Employee Benefits, Retirement, Long-term Care, Retirement Planning, Fixed Annuities, Financial Planners, 401k, Mortgage Lending, Financial Advisory, Pensions, Disability Insurance, Life Insurance, IRAs, Term Life Insurance, Finance, Estate Planning, Securities, Insurance, Series 6, Long Term Care Insurance, Mutual Funds, Strategic Financial..., Financial Planning
Education
The American College 2011 — 2011
CFBS, Financial Services
Barry University 1999 — 2003
Bachelor's degree, Business
Christopher Columbus High School 1996 — 1999
MassMutual October 2005 - Present
USAA June 1974 - July 2005
Skills
Insurance, Life Insurance, Term Life Insurance
Education
International Claims Association
Fellow, Life and Health Claims (FLHC)
Life Office Management Association
Fellow, Life Management Institute (FLMI) and Associate Customer Service (ACS)
Texas State University-San Marcos
BAAS - Management
The American College
Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC)
IIBA Hartford, CT Chapter, Inc. January 2015 - Present
Travelers July 2014 - Present
Travelers January 2012 - July 2014
The Hartford September 2011 - January 2012
MassMutual October 2007 - September 2011
Lincoln Financial Group March 2003 - October 2007
Skills
Business Requirements, Insurance, SDLC, Requirements Gathering, User Acceptance Testing, Business Analysis, Regression Testing, Vantage-One, FileNet
Education
The University of Connecticut 1998 — 2002
Bachelors, Political Science / Criminal Justice
Wethersfield High School 1994 — 1998
CIGNA Healthcare 2009 - Present
MassMutual May 2007 - November 2008
CIGNA October 2000 - May 2007
United Healthcare March 1998 - October 2000
Education
University of Connecticut
BA, Economics
The Presbytery of Cincinnati 2014 - Present
Cornerstone Broker Insurance Services December 2013 - April 2014
Cornerstone Broker Insurance Services Agency, Inc. November 2002 - April 2014
MassMutual 1992 - 2002
May Department Stores - May D & F 1985 - 1992
Skills
Employee Benefits, Coaching, Strategic Planning, Team Building, Customer Service, Healthcare, Public Speaking, Risk Management, Negotiation, Small Business, Contract Negotiation, Business Planning, Employee Relations, Benefits Administration, Workforce Planning, Organizational..., Human Resources, Performance Management, Organizational..., Management, COBRA, Disability Insurance, Leadership, Sales
Education
University of Cincinnati 1993 — 1997
Humanaties
Texas Christian University 1982 — 1985
Political Science, Foreign Language, Economics
MassMutual Advanced Sales ConsultantMassMutual Financial Group1999 - Present
Just About Everywhere August 1969 - October 1999
Education
University of Connecticut 1964 — 1968
BA, History
MassMutual Assistant Vice PresidentMassMutual Financial Group1986 - Present
Education
Smith College 1982 — 1986
Math, Economics
MASSMUTUAL May 2006 - Present
MetLife July 2005 - April 2006
Citigroup December 2004 - June 2005
The Hartford January 1998 - December 2004
The Hartford January 1996 - January 1998
The Hartford April 1990 - January 1996
The Hartford September 1985 - April 1990
TRAVELERS INSURANCE COMPANY January 1981 - September 1985
Skills
Performance Management, Human Resources, Due Diligence, Strategic Leadership, Negotiation
Education
University of Connecticut 1978 — 1981
MBA & BS, Finance
Santa Clara University
Certified Equity Professional
University of Pennsylvania - The Wharton School
CEBS, Certified Employee Benefits Specialist
MassMutual
Skills
401k, Mutual Funds, Customer Service, Financial Services, Investments, Insurance, Retirement, Retirement Planning, Series 7, Wealth Management, Employee Benefits, Pensions, Asset Allocation, Series 63, Leadership, Investment Advisory, Financial Planning
Education
Shippensburg University of Pennsylvania 1982 — 1986
bsba, marketing/finance
MassMutual Financial group October 2014 - Present
MassMutual April 2012 - October 2014
MassMutual Financial Group January 2010 - April 2012
MassMutual Financial Group January 2008 - April 2009
FiberMark 2003 - 2008
Tyco Healthcare 1999 - 2002
Skills
Series 6, Series 63, Retirement Planning, Fixed Annuities, Retirement, 401k, Life Insurance, Wealth Management, Mutual Funds, Series 7, Term Life Insurance, Insurance, Disability Insurance, Financial Planning
Education
The American College 2011 — 2012
Chartered Life Underwriter, Insurance planning
Oliver Wyman April 2014 - Present
Fidelity Investments November 2010 - December 2013
Plymouth Habitat for Humanity 2001 - 2013
Sun Life Financial June 2009 - November 2010
MassMutual October 2007 - June 2009
Fidelity Investments February 1997 - October 2007
Cigna Health Benefits 1992 - 1997
Cigna Health Benefits 1992 - 1997
Cigna Health Benefits 1992 - 1997
Skills
Microsoft Office, Outlook, SharePoint, Microsoft Excel, Administrative..., PowerPoint, Microsoft Word, Lotus Notes, Leadership, Office Management, Excel, Word, Project Management, Team Building, Business Travel, Logistics, Purchasing, Communication Skills, Project Coordination
Education
Katharine Gibbs School 1990 — 1991
Secretarial Science
University at Albany, SUNY 1985 — 1989
BA, Psychology, Business Admin, Sociology
South Kingstown High School
MassMutual July 2000 - Present
Skills
SharePoint, Software Documentation, Content Management, Technical Documentation, Technical Writing, RoboHelp, Customer Service, SnagIt, Information Mapping, Microsoft Office, Life Insurance
Education
University of Massachusetts, Amherst 1993 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Springfield Technical Community College 1994 — 1996
Principal Financial Group January 2010 - Present
New York Life May 2001 - Present
MassMutual 1991 - 1996
Skills
Public Speaking, Strategic Planning, Risk Management, Team Building, Insurance, Budgets, Customer Service, Training, Organizational..., Event Planning, Microsoft Office, Negotiation, Financial Analysis, Team Leadership, Organization Skills, Partnerships, Nonprofits
Education
The University of Texas at Austin 1976 — 1980
BS, Education
Equity Risk Partners October 2013 - Present
Ascension Insurance, Inc. February 2013 - September 2013
Sitzmann Morris & Lavis September 2009 - February 2013
Sitzmann Morris & Lavis Insurance Agency May 2007 - September 2009
Jenkins Athens Insurance Services May 2003 - May 2007
BenefitPoint April 2000 - May 2003
California Bankers Insurance Services April 1998 - April 2000
Anthem Health & Life Insurance Company January 1995 - April 1998
ABD Insurance and Financial Services July 1994 - January 1995
MassMutual August 1992 - July 1994
Skills
Employee Benefits, Insurance, Health Insurance, Account Management, Strategic Planning, Start-ups, Sales, Customer Service, Project Management, Salesforce.com, Health Savings Accounts, Brokers, Strategy, Outlook, Call Centers, Human Resources, Leadership, Benefits Administration, CRM, Market Research, Customer Satisfaction, Disability Insurance, Marketing, Change Management, Underwriting, Budgets
Education
University of California, Los Angeles 1986 — 1990
Bachelor of Arts (BA), Communication Studies with a Specialization in Business Administration
Marc Long Consulting 2010 - Present
The Hartford February 2007 - February 2010
MassMutual 1987 - 2006
Skills
Strategic Planning, Employee Engagement, Performance Management, Talent Management,..., 360 Feedback, Succession Planning, Executive Development, Organizational..., Change Management, Organizational Design, Career Counseling, Career Management, Human Resources, Management, Strategy, Leadership, Career Development, Employee Relations, Workshop Facilitation, Training
Education
Springfield College 1974 — 1975
M.Ed.
Temple University
B.A.
Retired (at least for now!!!) April 2015 - Present
Prudential Financial 2006 - Present
Prudential January 2006 - April 2015
AXA 2004 - 2005
Mutual of New York (MONY) 2002 - 2004
MassMutual 1999 - 2002
LIMRA 1986 - 1999
Skills
Fixed Annuities, Mutual Funds, Retirement, Insurance, FINRA, Securities, Financial Advisory, Series 7, Financial Services, Alternative Investments, Investment Strategies, Wealth Management, Investments, Asset Allocation, Series 6
Education
University of Connecticut 1976 — 1980
B.S., Finance
Konica Minolta Business Solutions U.S.A., Inc. November 2009 - Present
MassMutual 2008 - 2009
Skills
Sales Support, Customer Satisfaction, Fax, Account Management, Customer Service, Document Management, Customer Relations, Excel, Microsoft Office, Scanners, Printers, Outlook, Word, Telephone Skills, Inventory Management, Pricing, Sales Operations
Education
Springfield Technical Community College 2003 — 2004
University of Massachusetts, Amherst 1982 — 1986
BFCU October 2012 - Present
Travelers October 2010 - August 2012
MassMutual Financial Group January 2004 - December 2009
MassMutual 1994 - 2009
MassMutual Financial Group March 1994 - August 2000
MassMutual Financial Group January 1996 - January 1999
MassMutual Financial Group January 1994 - January 1996
BankBoston formerly BayBank, Springfield, MA September 1985 - September 1994
Skills
Management, CRM, Program Management, Insurance, Call Center, Project Planning, Testing, Process Improvement, Business Analysis, Strategic Financial..., Outlook, Test Planning, Training, SDLC, Leadership, Team Building, Strategic Planning, Microsoft Excel, Visio, Vendor Management
Education
LHH 2010 — 2011
Springfield Technical Community College
AAS, Business Management
Law Office of Thomas A. Monti January 2007 - Present
MML Investors Services, Inc October 2003 - December 2006
MassMutual 2000 - 2006
Massachusetts Mutual Life October 2000 - October 2003
Commonwealth Financial Group August 1995 - September 2000
Connecticut mutual life 1983 - 1996
Skills
Estate Planning, Corporate Law, Wills, Trusts, Courts, Fixed Annuities, Investments
Education
Suffolk University Law School 1979 — 1983
JD, law
University ofConnectcut 1974 — 1976
MBA
Syracuse University 1968 — 1972
BS, Management
MassMutual 2004 - Present
Babson Capital Management 2003 - 2005
WS Griffith Securities, Inc/Phoenix Cos. February 1992 - May 2004
Skills
Business Relationship..., Relationship Management, Mutual Funds, Wealth Management, Financial Services
Education
University of Bridgeport
Masters, Education
MassMutual Financial Group November 2014 - Present
MassMutual August 2012 - November 2014
Skills
Financial Services, Insurance, Retirement, Investments, Series 63, Series 6, Mutual Funds, Finance, Retirement Planning, 401k
Education
Western New England College 2003 — 2005
Bachelors of Arts, Communication
Springfield Technical Community College
Associates, General Studies
Resurrection Lutheran Church, Haysville KS August 2011 - Present
Evangelical Lutheran Church in America August 2010 - May 2011
Phinney Ridge Lutheran church August 2008 - July 2009
Hartford Hospital June 2007 - August 2007
Christ Lutheran Church September 2006 - May 2007
MassMutual May 2002 - July 2006
MassMutual May 2002 - July 2006
Skills
Teaching, Leadership Development, Preaching, Theology, Human Resources, Discipleship, Management, Event Management, Program Development, Grant Writing, Event Planning, Editing, Coaching, Volunteer Management, Religion, Biblical Studies, Social Networking, Leadership, Church Events, Stewardship, Non-profit..., Curriculum Development, Fundraising, Higher Education, Public Speaking, Youth Ministry, Pastoral Care, Pastoral Counseling, Research, Customer Service, Nonprofits, Community Outreach, Social Media
Education
Lutheran Theological Seminary at Gettysburg 2006 — 2010
Master of Divinity
The University of Connecticut 1998 — 2002
Bachelor of Arts, Psychology
HW Syzygy August 2015 - Present
Fortified Care September 2014 - Present
MassMutual 2011 - Present
Sigma Phi Epsilon 2011 - 2015
Sigma Phi Epsilon 2007 - 2012
Self Employed 2003 - 2006
New York Life 2001 - 2003
Education
Syracuse University 1985 — 1991
F-M High School
Beechwoods Software Inc August 2014 - September 2014
Precise Time & Frequency, Inc. April 2014 - June 2014
Eigen June 2013 - October 2013
Tyco Safety Products August 2011 - August 2012
Nexx Systems December 2010 - June 2011
Avitude January 2010 - December 2010
Sarnoff Corporation August 2008 - December 2009
MassMutual May 2008 - August 2008
Ahura Scientific December 2006 - February 2008
Avid Technology July 2006 - December 2006
Skills
C++, Microsoft Visual Studio..., VMware Workstation, GNU C++, SlickEdit, Sparx Enterprise..., Windows 7, Windows 8, Windows XP Pro, Fedora Core, Suse, Ubuntu, STL, Boost, SQLite, Subversion, Visual Studio, Linux, C, Operating Systems, Embedded Linux, Programming, Visual C++, SDLC, Software Engineering, Software Development, Software Testing, Semiconductor Industry, JIRA, Program Management, User Interface...
Education
Shawsheen Valley Regional Vocational Technical School 1971 — 1975
Technical Drafting