MassMutual Eastern Pennsylvania

Description

Address: 220 Gibraltar Rd Suite 350, Horsham, PA 19044 Hours: Open ⋅ Closes 5PM Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (215) 441-8200Place name: : : : : Category: Website: : : Website: http://easternpa.massmutual.com/?cm_mmc=Google-_-Local-_-Store-ID-81-_-GMB&utm_source=google&utm_medium=local&utm_content=store-id-81&utm_campaign=GMB Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1)

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MassMutual Eastern Pennsylvania Employees

Employee
Years
Job
Industry
Samuel Hunter Samuel Hunter Stroudsburg, Pennsylvania Details
Samuel Hunter's MassMutual Eastern Pennsylvania Experience January 2014 - August 2015
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC  August 2015 - Present
MassMutual Eastern Pennsylvania   January 2014 - August 2015
Commonwealth Health Corporation  June 2013 - May 2014
Commonwealth Health Corproation  September 2010 - June 2013
Representative Garry Smith   2013 - 2013
Bob Jones University  2011 - 2013
Jane Kizer For State Senate   September 2012 - November 2012

Skills
Politics, Volunteer Management, Research, Political Campaigns, Communication, Community Outreach, Phone Banking, Spanish, Media Relations, Events Coordination, Event Planning, Healthcare, Public Relations, Leadership, Policy, Strategic Communications, Public Speaking, Writing, PowerPoint, Fundraising, Microsoft Word, Microsoft Office, Hold Series 7, Hold Series 66

Education
Wilkes University   2015 — 2018
Master of Business Administration (M.B.A.), Finance, General

Bob Jones University   2011 — 2013
Bachelor of Arts (BA), Political Science, GPA 3.72

Luzerne County Community College   2010 — 2011
Associate's degree, Business Administration and Management, General

Samuel Lombardo Samuel Lombardo Wilkes Barre, Pennsylvania Details
Samuel Lombardo's MassMutual Eastern Pennsylvania Experience 2012 - Present
Job Financial Services
Industry Financial Services
Experience
MassMutual Eastern Pennsylvania   2012 - Present

Skills
Series 65, Series 6, Series 63, Retirement, Life Insurance, Insurance, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Securities, Strategic Financial..., Financial Advisory

Education
Bryn Mawr College   1990 — 2008
CLU

Wilkes University

Melony Oestreich Melony Oestreich Center Valley, Pennsylvania Details
Melony Oestreich's MassMutual Eastern Pennsylvania Experience February 2013 - Present
Job Recruiting Director at MassMutual Eastern Pennsylvania
Industry Financial Services
Experience
MassMutual Eastern Pennsylvania   February 2013 - Present
Perkiomen Valley School District  October 2009 - February 2013
Pediatric Associates of Plymouth   May 2007 - February 2013

Skills
Recruiting, Networking, Customer Service, Teamwork, Social Networking, Sales, Leadership, Event Planning, Entrepreneurship, Highly detail oriented, Public Speaking, Microsoft Office, PowerPoint, Organization, Flexibility, Creativity

Education
Albright College   2005 — 2009
Bachelor of Arts (B.A.), History

East Stroudsburg University of Pennsylvania   2010 — 2011
Educational/Instructional Technology

John Vaughn, CFBS John Vaughn, CFBS Center Valley, Pennsylvania Details
John Vaughn, CFBS's MassMutual Eastern Pennsylvania Experience April 2013 - Present
Job Registered Representative
Industry Financial Services
Experience
MassMutual Eastern Pennsylvania   April 2013 - Present
ADP Dealer Services  November 2009 - March 2013
TruGreen LandCare  January 2006 - August 2009

Skills
Salesforce.com, Sales Process, Cold Calling, Direct Sales, Account Management, Solution Selling, Lead Generation, Enterprise Software, Sales Management, Insurance

Education
Kutztown University of Pennsylvania   2002 — 2006
Bachelor's degree, History

Towanda Highschool

Steve Shermetta Steve Shermetta Bethlehem, Pennsylvania Details
Steve Shermetta's MassMutual Eastern Pennsylvania Experience May 2013 - Present
Job Financial Services Professional at MassMutual Eastern Pennsylvania
Industry Financial Services
Experience
MassMutual Eastern Pennsylvania   May 2013 - Present
Saucon Valley School District  January 2015 - Present
Saucon Valley School District  August 2011 - December 2014
Hope Lutheran Church  October 2011 - May 2013
Penn State University  March 2011 - May 2011
Penn State University  February 2007 - January 2011
Patriot League  June 2010 - August 2010
Lifepoint Informatics  May 2009 - August 2009
Ed Ruiz's Speed Advantage Training   June 2008 - August 2008

Skills
Leadership, Social Media, Public Relations, Event Management, Sports, Sales, Marketing, Research, Newsletters, Time Management, Media Relations, Advertising, Coaching, Community Relations, Community Outreach, Disability Insurance, Event Planning, Football, Insurance, Long Term Care Insurance, Organization Skills, Permanent Life Insurance, Public Speaking, Publications, Sports Information, Sports Management, Sports Marketing, Team Building, Team Leadership, Team Management, Term Life Insurance

Education
Moravian College   2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General

Penn State University   2006 — 2011
Bachelor of Arts (BA), Communications - Advertising/Public Relations, with two minors: Business Liberal Arts and IST

Saucon Valley High School   2002 — 2006
Diploma

Andy Roman Andy Roman Whitehall, Pennsylvania Details
Andy Roman's MassMutual Eastern Pennsylvania Experience November 2014 - Present
Job Financial Services Professional at MassMutual Eastern Pennsylvania
Industry Financial Services
Experience
MassMutual Eastern Pennsylvania   November 2014 - Present
JetPay  June 2014 - Present
Legal Shield  October 2013 - Present
Ambit Energy  January 2012 - Present
HBW Insurance & Financial Services  December 2012 - November 2014
ADP  March 2011 - April 2014
PFS  January 2001 - 2012
Lehigh County  January 2004 - December 2011
DeSales University  2001 - 2007
U.S. Air Force Reserves   April 1984 - July 2006

Skills
Public Speaking, Leadership Development, Team Building, Strategic Planning, Fundraising, Sales, Life Insurance, Financial Services, Payroll Services, Succession Planning, Risk Assessment, Accident Insurance, Voluntary Employee..., Pre-Paid Legal Services, Indexed Annuities, Leadership, Management, Public Policy, Entrepreneurship

Education
Eastern University   1993 — 1995
Bachelor, Organizational Management

John J. McKenna John J. McKenna Wilkes Barre, Pennsylvania Details
John J. McKenna's MassMutual Eastern Pennsylvania Experience November 2012 - December 2014
Job Financial Professional
Industry Financial Services
Experience
Prudential Financial  June 2015 - Present
SCORE Mentors  2015 - 2015
MassMutual Eastern Pennsylvania   November 2012 - December 2014
MedInvest   October 2007 - September 2009
Wachovia Education Finance  January 2000 - January 2007
Citibank Student Loan Corporation  January 1998 - January 2000
Sallie Mae Corporation  June 1987 - June 1998
First Eastern Bank  June 1972 - 1983

Skills
Registered..., Insurance, Investments, New Business Development, Loans, Long Term Care, Risk Management, Financial Planning, Banking, Strategic Financial..., Long-term Care, Finance, Sales, Mergers & Acquisitions, Business Development, Management, Mergers, Sales Management, Marketing, Strategy, Consumer Lending, Retirement, Relationship Management, Credit, Analysis, Commercial Lending, Leadership, Portfolio Management, Financial Services, Fixed Annuities, Financial Analysis, Wealth Management, Mortgage Lending, Retirement Planning, Series 63, Mutual Funds, Financial Advisory, Series 6, Securities, IRAs, Disability Insurance, Long Term Care Insurance, 401k, Estate Planning, Life Insurance, Asset Management, Financial Planners, Investment Advisory, Variable Annuities, Investment Strategies

Education
King's College   1965 — 1969
B.S., Marketing & Business Administration

King's College   1965 — 1969
Bachelor of Science (B.S.), Business Administration/Marketing, Business, Management, Marketing, and Related Support Services

Robert Cawley CFBS, LUTCF, CLTC Robert Cawley CFBS, LUTCF, CLTC Center Valley, Pennsylvania Details
Robert Cawley CFBS, LUTCF, CLTC's MassMutual Eastern Pennsylvania Experience May 2011 - Present
Job President Peerless Business Advisors
Industry Financial Services
Experience
Peerless Business Advisors   January 2012 - Present
MassMutual Eastern Pennsylvania   May 2011 - Present
Cobra Care Advisors, LLC   June 2009 - Present
Independence Planning Group  October 2004 - May 2011

Skills
Retirement Planning, Retirement, Strategic Financial..., Disability Insurance

Education
The American College   2011 — 2012
CFBS - Cerified Family Business Specialist

The American College   2005 — 2006
LUTCF, Financial Planning

DeSales University   2000 — 2004
BS, Accounting/Finance

United States Marine Corps.   1996 — 2000
Sergeant, 0311 - Infantry

Mario Carannante, CFBS Mario Carannante, CFBS Center Valley, Pennsylvania Details
Mario Carannante, CFBS's MassMutual Eastern Pennsylvania Experience May 2013 - Present
Job Helping Business Owners Protect their Family, Business and Ownership Interests through Integrated Solutions
Industry Financial Services
Experience
Peerless Business Advisors   March 2014 - Present
Greater Lehigh Valley Chamber of Commerce  June 2013 - Present
MassMutual Eastern Pennsylvania   May 2013 - Present
Independence Planning Group  July 2011 - May 2013
Park Avenue Securities  February 2007 - May 2013

Skills
Investments, Insurance, Estate Planning, Retirement, Financial Advisory, Leadership, Finance, Employee Benefits, Wealth Management, Financial Services, Fixed Annuities, Real Estate, Management, Project Planning, Wealth, Investment Strategies, Retirement Planning, Series 63, Succession Planning, Strategic Financial..., 401k, Disability Insurance, Securities

Education
The American College   2013 — 2014
Certified Family Business Specialist, Business and Personal Financial Advisement

Kutztown University of Pennsylvania   2002 — 2006
BSBA

St. Pius X HIgh School   1998 — 2002

Nathanael Cornish Nathanael Cornish Center Valley, Pennsylvania Details
Nathanael Cornish's MassMutual Eastern Pennsylvania Experience May 2013 - Present
Job Financial Services Professional at MassMutual Eastern Pennsylvania
Industry Financial Services
Experience
MassMutual Eastern Pennsylvania   May 2013 - Present

Skills
Strategic Financial..., Wealth Management, Retirement Planning, Fixed Annuities, Retirement

Education
Kutztown University of Pennsylvania   2011 — 2013
Bachelor's degree, Accounting

Easton Area High School

John Donofrio John Donofrio Allentown, Pennsylvania Area Details
John Donofrio's MassMutual Eastern Pennsylvania Experience 2006 - Present
Job Financial Advisor at MassMutual Eastern Pennsylvania
Industry Financial Services
Experience
MassMutual Eastern Pennsylvania   2006 - Present

Skills
Retirement, Investment Advisory, Retirement Planning, Financial Planners, Insurance, Investment Research

Education
The American College   2009 — 2011
ChFC, Chartered Financial Consultant

The American College   2009 — 2010
CLU, Chartered Life Underwriter

Moravian College   2002 — 2006
Bachelor's, Economics/Finance

John P. Bisco III, MBA John P. Bisco III, MBA Easton, Pennsylvania Details
John P. Bisco III, MBA's MassMutual Eastern Pennsylvania Experience March 2014 - Present
Job Financial Services Professional at MassMutual Eastern Pennsylvania
Industry Financial Services
Experience
MassMutual Eastern Pennsylvania   March 2014 - Present
John P. Bisco Associates   September 2008 - Present
Easton Area High School  January 2008 - Present

Skills
Disability Insurance, Strategic Financial..., PowerPoint, Sales, Long-term Care, Process Improvement, Microsoft Excel

Education
Strayer University (DC)   2010 — 2012
Master of Business Administration (MBA), Marketing & Finance, Honors

Moravian College   2005 — 2008
Bachelor of Arts (BA), Business Management & Marketing

Alvernia College   2004 — 2005
Business Management

Notre Dame High School (Green Pond)   2000 — 2004

Joseph Mallee Joseph Mallee Center Valley, Pennsylvania Details
Joseph Mallee's MassMutual Eastern Pennsylvania Experience January 2011 - Present
Job Chief Executive Officer at MassMutual Eastern Pennsylvania
Industry Financial Services
Experience
MassMutual Eastern Pennsylvania   January 2011 - Present
Peerless Business Advisors LLC   October 2012 - Present
Independence Financial Associates  January 2009 - January 2011
Guardian Life Insurance  June 2000 - December 2008
Merrill Lynch  1998 - 2000

Skills
Retirement Planning, Retirement, Estate Planning, Fixed Annuities, Life Insurance, Wealth Management, Insurance, Disability Insurance, Financial Planners, Financial Services, Leadership, Team Building, Financial Analysis, Credit, LLC, Small Business, Risk Management, Securities, Asset Allocation, Financial Advisory, Long Term Care Insurance, Whole Life, Term Life Insurance, Investment Advisory, Strategic Financial..., IRAs, Wealth Accumulation, Employee Benefits, Portfolio Management, Wealth, Finance, Mutual Funds, Retirement Plan..., Real Estate, Long-term Care, Series 6, Defined Benefit, Succession Planning, Variable Annuities, Series 63, 401k Rollovers, Series 7, Asset Managment, Analysis, Property & Casualty..., College Savings Plans, Health Insurance, Universal Life, Series 24, Sales

Education
Aji Network   2008 — 2010
Graduate of Business Professionals Program

La Salle University - School of Business Administration   1996 — 2000
Bachelor of Science, Business Administration

Karen Lugiano Karen Lugiano Scranton, Pennsylvania Area Details
Karen Lugiano's MassMutual Eastern Pennsylvania Experience July 2015 - Present
Job Financial Services Representative at MassMutual Eastern Pennsylvania
Industry Financial Services
Experience
MassMutual Eastern Pennsylvania   July 2015 - Present
Northwestern Mutual  July 2012 - July 2015
Bank of America  May 2009 - May 2012

Skills
Retirement Planning, Life Insurance, Financial Planning, Customer Service, Investments, Insurance, PowerPoint, Sales, Disability Insurance, Microsoft Word

Education
Penn State University

Ryan Oestreich, CLU®, ChFC®, CFBS, ChSNC™ Ryan Oestreich, CLU®, ChFC®, CFBS, ChSNC™ Center Valley, Pennsylvania Details
Ryan Oestreich, CLU®, ChFC®, CFBS, ChSNC™'s MassMutual Eastern Pennsylvania Experience June 2008 - Present
Job Senior Vice President, Financial Planner
Industry Financial Services
Experience
MML Investors Services, LLC  September 2008 - Present
MassMutual Financial Group  July 2008 - Present
MassMutual Eastern Pennsylvania   June 2008 - Present

Skills
Estate Planning, Employee Benefits, Succession Planning, Asset Management, Insurance Planning, Retirement Planning, Long Term Care, Annuities, Disability Insurance, Tax Reduction, 401k, Wealth Accumulation, Financial Planning, Health Insurance, Investment Advisory, Strategic Financial..., Fixed Annuities, Retirement, Investments, Mutual Funds, Insurance, Life Insurance, 401k Rollovers, Variable Annuities, Roth IRA, Investment Management, Long Term Care Insurance, Financial Services, IRAs, Financial Advisory, Financial Analysis, Wealth Management, Finance, Securities, Investment Strategies, Trust Services, Portfolio Management, Term Life Insurance, Strategy, Analysis, Whole Life, Equities, Asset Allocation, High Net Worth..., Small Business, Personal Finance, Wealth, Financial Planners, Series 7, Series 63

Education
The American College   2012 — 2012
ChSNC, Chartered Special Needs Consultant

The American College   2010 — 2011
CFBS, Certified Family Business Specialist

The American College   2009 — 2010
CLU, Chartered Life Underwriter

The American College   2008 — 2009
ChFC, Chartered Financial Consultant

Albright College   2004 — 2008
Bachelor of Science in Business Administration, Finance, International Business, and the Spanish Language

Center for Cross-Cultural Studies   2005 — 2005
Bachelor of Science in Business Administration, International Business and the European Union

Central Bucks High School East   2000 — 2004
Scholar's Diploma, CB East

Joseph Ryncavage Joseph Ryncavage Kingston, Pennsylvania Details
Joseph Ryncavage's MassMutual Eastern Pennsylvania Experience 2014 - Present
Job Management Consultant and Financial Services Professional at MassMutual Eastern Pennsylvania
Industry Management Consulting
Experience
MassMutual Eastern Pennsylvania   2014 - Present
Complete Brokerage LLC   2003 - Present
Prudential  January 1986 - December 1991

Skills
Health Insurance, Term Life Insurance, Whole Life, Disability Insurance, Insurance, Marketing, Fixed Annuities, Life Insurance, Medicare, Workers Compensation, Healthcare, Employee Benefits, Critical Illness, Property & Casualty..., Brokers, Team Building, Business Strategy, Energy Audits, Credit-card processing

Education
University of Pennsylvania   1972 — 1976
Physical Therapy

Wyoming Seminary Prep
Advanced Academic

Ken Smeltzer Ken Smeltzer Greater Philadelphia Area Details
Ken Smeltzer's MassMutual Eastern Pennsylvania Experience August 2013 - Present
Job Brokerage Director at MassMutual Eastern Pennsylvania
Industry Financial Services
Experience
MassMutual Eastern Pennsylvania   August 2013 - Present
IPG/Guardian   June 2012 - July 2013
Independence Planning Group  January 2009 - June 2012
Yellowbook  2000 - 2008

Skills
Retirement Planning, Buy-sell Agreements, Estate Planning, Exit Strategies, Executive Pay, College Savings Plans, Disability Insurance, Long-term Care, Life Insurance, Wealth, Strategic Financial..., Investments, Small Business, Defined Benefit, Education Funding

Education
University of Pittsburgh   1990 — 1993

University of Pittsburgh   1990 — 1993

Shane Davis Shane Davis Allentown, Pennsylvania Area Details
Shane Davis's MassMutual Eastern Pennsylvania Experience March 2015 - Present
Job Financial Services Professional at MassMutual Eastern Pennsylvania
Industry Insurance
Experience
MassMutual Eastern Pennsylvania   March 2015 - Present

Skills
Employee Benefits, Training, Insurance, Health Insurance, Program Management, Marketing, Strategic Planning, Account Management, Healthcare, Team Leadership, Process Improvement, Team Building, Health Savings Accounts, Risk Management, Recruiting, Underwriting, Leadership, Budgets, New Business Development, Business Analysis, Consulting, Life Insurance, Disability Insurance, Sales, Finance, Asset Protection, Business Insurance..., Education Funding..., Estate Planning, Gifting Strategies, Legacy Planning, LGBT Planning, Small Business, Retirement Planning

Education
American InterContinental University   2013 — 2016
Bachelor of Business Administration (BBA), Marketing

Kutztown University of Pennsylvania   1993 — 1996

Michigan State University   1991 — 1993

Kutztown High School

Kutztown High School

Dane Ochis-O'Neil Dane Ochis-O'Neil Center Valley, Pennsylvania Details
Dane Ochis-O'Neil's MassMutual Eastern Pennsylvania Experience September 2014 - Present
Job Financial Services Professional at MassMutual Eastern Pennsylvania
Industry Financial Services
Experience
MassMutual Eastern Pennsylvania   September 2014 - Present
ING  September 2000 - December 2013
Towers Watson  June 1999 - September 2000

Skills
Economic Capital, Financial Risk, Insurance, Actuarial Science, Risk Management, Fixed Annuities, Thought Leadership, Financial Modeling, ALM, Embedded Value, Enterprise Risk..., Financial Services, Financial Analysis, Market Risk, Reinsurance, Retirement, Solvency II, Life Insurance, Finance

Education
State University of New York at Albany   1997 — 1999
Bachelor of Science (B.S.), Actuarial Science

Jaden Volchoff Jaden Volchoff Scranton, Pennsylvania Area Details
Jaden Volchoff's MassMutual Eastern Pennsylvania Experience April 2015 - Present
Job Managing Associate and Financial Professional at Massmutual
Industry Financial Services
Experience
MassMutual Eastern Pennsylvania   April 2015 - Present
Northwestern Mutual  April 2013 - April 2015
Prudential Financial  September 2012 - March 2013
Commonwealth Financial systems  November 2008 - March 2013
Arena Football League  January 2006 - August 2008

Skills
Access, Disability Insurance, Retirement, Sales, Financial Services, Long-term Care, Public Speaking, Marketing, Credit, Health Insurance, Strategic Planning, Management, Social Media, Financial Advisory, Strategic Financial..., PowerPoint, Wealth Management

Education
Saint Mary's University   2003 — 2005
Psychology

Lackawanna College   2001 — 2003
Education, Education

Ken Kovacs Ken Kovacs Allentown, Pennsylvania Area Details
Ken Kovacs's MassMutual Eastern Pennsylvania Experience December 2012 - April 2015
Job Chief Marketing Officer | Bacsi Enterprises LLC | Seeking New Growth Opportunities
Industry Marketing and Advertising
Experience
Bacsi Enterprises, LLC   2010 - Present
MassMutual Eastern Pennsylvania   December 2012 - April 2015
Summit Financial Resources, Inc.   2002 - 2012
Mid Atlantic Resource Group  2001 - 2002
PricewaterhouseCoopers  2000 - 2001
New York Life Insurance Company  1997 - 2000

Skills
Marketing Communications, Strategic Planning, New Business Development, Call Center Mgt, CRM, Advertising, Copywriting, Life & Health Insurance..., Corporate Sponsorships, Mutual Funds, Fixed Annuities, College Funding..., Family Business..., Series 6 & 63 Licenses..., Estate Planning, Insurance, Telemarketing, Microsfot Office

Education
Messiah College   1991 — 1995
Bachelor of Science

The American College
CFP (Certified Financial Planner Certificant)

The American College   2013 — 2014
CFBS (Certified Family Business Specialist) Certificant