MassMutual Financial Group
Description
The Massachusetts Mutual Life Insurance Company, founded in 1851, is an American mutual life insurance company serving five million clients. With headquarters in Springfield, Massachusetts, the company employs more than 7,000 in the United States, and a total of 10,614 internationally. 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 Financial Group Employees
Employee
Years
Job
Industry
Portia (Portia Miller) Brown, MBA Portia (Portia Miller) Brown, MBA's MassMutual Financial Group Experience October 2014 - Present
Job Financial Services Representative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2014 - Present
Matson Logistics Inc. March 2010 - July 2014
Target August 2008 - March 2010
Maersk Line July 2006 - August 2008
STG Warehouse September 2004 - July 2006
College of Charleston June 2002 - May 2005
College of Charleston August 2003 - March 2005
Skills
Leadership, Finance, Microsoft Office, Succession Planning, Process Improvement, Customer Service, Event Planning, Microsoft Excel, Management, Interviews, Human Resources, Logistics, Employee Relations, Transportation, Training, Employee Benefits, Insurance, Small Business, Coaching, Marketing, Transportation..., Sales, Analysis, Research, Strategic Planning, Higher Education, Community Outreach, PowerPoint, Communication, Social Networking, Customer Retention, Financial Analysis, Microsoft Word, Strategy, Teamwork, Financial Services, Entrepreneurship
Education
University of Phoenix 2010 — 2015
Doctor of Business Administration (D.B.A), Business Administration and Management, General
Webster University 2006 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General
College of Charleston 2001 — 2005
Bachelor's Degree, International Business
Waccamaw
MassMutual Financial Group October 2014 - Present
Matson Logistics Inc. March 2010 - July 2014
Target August 2008 - March 2010
Maersk Line July 2006 - August 2008
STG Warehouse September 2004 - July 2006
College of Charleston June 2002 - May 2005
College of Charleston August 2003 - March 2005
Skills
Leadership, Finance, Microsoft Office, Succession Planning, Process Improvement, Customer Service, Event Planning, Microsoft Excel, Management, Interviews, Human Resources, Logistics, Employee Relations, Transportation, Training, Employee Benefits, Insurance, Small Business, Coaching, Marketing, Transportation..., Sales, Analysis, Research, Strategic Planning, Higher Education, Community Outreach, PowerPoint, Communication, Social Networking, Customer Retention, Financial Analysis, Microsoft Word, Strategy, Teamwork, Financial Services, Entrepreneurship
Education
University of Phoenix 2010 — 2015
Doctor of Business Administration (D.B.A), Business Administration and Management, General
Webster University 2006 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General
College of Charleston 2001 — 2005
Bachelor's Degree, International Business
Waccamaw
Elizabeth Hodgdon, CMFC Elizabeth Hodgdon, CMFC's MassMutual Financial Group Experience January 2011 - Present
Job Insurances and Financial Services at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2011 - Present
New England Accountability, LLC January 2007 - 2011
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Traditional IRA, Roth IRA, Retirement Savings, Business Succession..., Employee Retirement..., Wealth Preservation
Education
College for Financial Planning 2002 — 2003
Chartered Mutual Fund Counselor
Michigan State University 1995 — 1999
Bachelor's degree, Wildlife Biology
Concord High School 1993 — 1995
MassMutual Financial Group January 2011 - Present
New England Accountability, LLC January 2007 - 2011
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Traditional IRA, Roth IRA, Retirement Savings, Business Succession..., Employee Retirement..., Wealth Preservation
Education
College for Financial Planning 2002 — 2003
Chartered Mutual Fund Counselor
Michigan State University 1995 — 1999
Bachelor's degree, Wildlife Biology
Concord High School 1993 — 1995
Ashley Reale's MassMutual Financial Group Experience March 2015 - Present
Job MassMutual
Industry Insurance
Experience
MassMutual Financial Group March 2015 - Present
Skills
Problem Solving, Word Processing, PowerPoint, Lotus Notes, Customer Satisfaction, Customer Service, Phone Etiquette, Multi-tasked, Microsoft Excel, Human Resources, Sales, Payroll, Training, Management
Education
College of Our Lady of the Elms 2002 — 2006
Bachelor of Arts (B.A.), History
MassMutual Financial Group March 2015 - Present
Skills
Problem Solving, Word Processing, PowerPoint, Lotus Notes, Customer Satisfaction, Customer Service, Phone Etiquette, Multi-tasked, Microsoft Excel, Human Resources, Sales, Payroll, Training, Management
Education
College of Our Lady of the Elms 2002 — 2006
Bachelor of Arts (B.A.), History
Bonnie (Shannon) Lynch Bonnie (Shannon) Lynch's MassMutual Financial Group Experience 2006 - April 2009
Job Accountant II AAA Pioneer Valley
Industry Computer Software
Experience
SS&C Technologies December 2009 - Present
AAA Pioneer Valley June 2014 - August 2015
MassMutual Financial Group 2006 - April 2009
L.E. Belcher, Inc. 2005 - 2006
Phoenix Life Insurance Company 2002 - 2005
Merrill Lynch Insurance Company 1996 - 2001
Skills
Accounting, Account Reconciliation, Finance, Financial Reporting, Financial Analysis, Auditing, Financial Accounting, General Ledger, Financial Statements, SAP Software, Webex Training, Microsoft Word, Microsoft Excel, PowerPoint, CAMRA, Bex/BW Query, Cash Management, Customer-focused Service, Accounts Payable/..., Bloomberg/Reuters, Journal Entries, SAP ERP, Self-motivated Team..., Variance Analysis, Fixed Assets, Fund Accounting, Accounts Payable, Accounts Receivable, Internal Audit, Financial Services, Analysis, Equities
Education
College of Our Lady of the Elms 1997 — 2002
Bachelor's Degree, Business, 3.95
Springfield Technical Community College 1982 — 1985
Associate of Science (A.S.), Data Processing
SS&C Technologies December 2009 - Present
AAA Pioneer Valley June 2014 - August 2015
MassMutual Financial Group 2006 - April 2009
L.E. Belcher, Inc. 2005 - 2006
Phoenix Life Insurance Company 2002 - 2005
Merrill Lynch Insurance Company 1996 - 2001
Skills
Accounting, Account Reconciliation, Finance, Financial Reporting, Financial Analysis, Auditing, Financial Accounting, General Ledger, Financial Statements, SAP Software, Webex Training, Microsoft Word, Microsoft Excel, PowerPoint, CAMRA, Bex/BW Query, Cash Management, Customer-focused Service, Accounts Payable/..., Bloomberg/Reuters, Journal Entries, SAP ERP, Self-motivated Team..., Variance Analysis, Fixed Assets, Fund Accounting, Accounts Payable, Accounts Receivable, Internal Audit, Financial Services, Analysis, Equities
Education
College of Our Lady of the Elms 1997 — 2002
Bachelor's Degree, Business, 3.95
Springfield Technical Community College 1982 — 1985
Associate of Science (A.S.), Data Processing
Jocelyn Turney Jocelyn Turney's MassMutual Financial Group Experience January 2009 - May 2010
Job Glaucoma Specialty Sales Representative at Alcon, a Novartis company
Industry Insurance
Experience
Alcon, a Novartis company August 2014 - Present
Arthur J. Gallagher & Co. June 2010 - Present
MassMutual Financial Group January 2009 - May 2010
Red Bull April 2008 - June 2009
New York Life Insurance Company September 2008 - December 2008
Arthur J. Gallagher & Co. June 2008 - August 2008
Skills
Employee Benefits, New Business Development, Consultative Selling, Account Management, Employee Engagement, Salesforce.com, Health Insurance, Selling, Insurance, Talent Management, Marketing, Client Relations Skills, Brand Development, Underwriting, Retirement Planning, Customer Service, Leadership, Sales
Education
The American College 2011 — 2013
Currently studying for the CLU
College of Charleston 2005 — 2008
B.S, Finance & Business Administration
Notre Dame Academy 2001 — 2005
High School
Alcon, a Novartis company August 2014 - Present
Arthur J. Gallagher & Co. June 2010 - Present
MassMutual Financial Group January 2009 - May 2010
Red Bull April 2008 - June 2009
New York Life Insurance Company September 2008 - December 2008
Arthur J. Gallagher & Co. June 2008 - August 2008
Skills
Employee Benefits, New Business Development, Consultative Selling, Account Management, Employee Engagement, Salesforce.com, Health Insurance, Selling, Insurance, Talent Management, Marketing, Client Relations Skills, Brand Development, Underwriting, Retirement Planning, Customer Service, Leadership, Sales
Education
The American College 2011 — 2013
Currently studying for the CLU
College of Charleston 2005 — 2008
B.S, Finance & Business Administration
Notre Dame Academy 2001 — 2005
High School
Kaitlyn Ries's MassMutual Financial Group Experience December 2014 - Present
Job Retirement Education Consultant Central Region MassMutual
Industry Financial Services
Experience
MassMutual Financial Group December 2014 - Present
Skills
Investments, Financial Services, 401k, Retirement, Series 6, Retirement education, Series 63, IRAs, Investment Education, General Securities..., Mutual Funds, FINRA, Asset Allocation, Marketing, Roth IRA, Retirement Planning, Qualified Retirement..., Public Speaking
Education
Clarke University
Bachelor of Business Administration (B.B.A.), Marketing
MassMutual Financial Group December 2014 - Present
Skills
Investments, Financial Services, 401k, Retirement, Series 6, Retirement education, Series 63, IRAs, Investment Education, General Securities..., Mutual Funds, FINRA, Asset Allocation, Marketing, Roth IRA, Retirement Planning, Qualified Retirement..., Public Speaking
Education
Clarke University
Bachelor of Business Administration (B.B.A.), Marketing
Antoinette (Tonya) Pike's MassMutual Financial Group Experience June 2014 - August 2014
Job Marketing Coordinator at Tucci Creative Inc
Industry Marketing and Advertising
Experience
Tucci Creative Inc September 2014 - Present
MassMutual Financial Group June 2014 - August 2014
Fossil June 2012 - July 2014
The University of Arizona August 2012 - May 2014
Mortar Board 2013 - 2014
McFadden/Gavender Advertising January 2013 - November 2013
Beta Gamma Sigma 2012 - 2013
Cochise College August 2011 - May 2012
Cochise College May 2011 - May 2012
Pacific Sunwear March 2011 - March 2012
Skills
Customer Service, Communication, Community Organizing, Public Relations, Team Leadership, Public Speaking, Organization, Retail, Store Management, Store Operations, Retail Sales, Visual Merchandising, Cashiering, Loss Prevention, Merchandising, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Publisher, Apple Software, Social Media, Time Management, Business Writing, Academic Writing
Education
University of Arizona, Eller College of Management 2012 — 2014
BSBA, Marketing
Cochise College 2010 — 2012
Associate's degree, General Studies
University of Arizona
Tucci Creative Inc September 2014 - Present
MassMutual Financial Group June 2014 - August 2014
Fossil June 2012 - July 2014
The University of Arizona August 2012 - May 2014
Mortar Board 2013 - 2014
McFadden/Gavender Advertising January 2013 - November 2013
Beta Gamma Sigma 2012 - 2013
Cochise College August 2011 - May 2012
Cochise College May 2011 - May 2012
Pacific Sunwear March 2011 - March 2012
Skills
Customer Service, Communication, Community Organizing, Public Relations, Team Leadership, Public Speaking, Organization, Retail, Store Management, Store Operations, Retail Sales, Visual Merchandising, Cashiering, Loss Prevention, Merchandising, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Publisher, Apple Software, Social Media, Time Management, Business Writing, Academic Writing
Education
University of Arizona, Eller College of Management 2012 — 2014
BSBA, Marketing
Cochise College 2010 — 2012
Associate's degree, General Studies
University of Arizona
Devin R Powers Devin R Powers's MassMutual Financial Group Experience March 2009 - Present
Job Agency Brokerage Specialist
Industry Financial Services
Experience
MassMutual Financial Group March 2009 - Present
Skills
Fixed Annuities, Long Term Care Insurance, Life Insurance, Financial Planners, Whole Life, Employee Benefits, Financial Services, Finance, Retirement Planning, Retirement, Strategic Financial..., Estate Planning, Wealth Management, Insurance, Long-term Care, Financial Analysis, Risk Management, Asset Management
Education
Coe College 1997 — 2001
hempstead 1993 — 1997
MassMutual Financial Group March 2009 - Present
Skills
Fixed Annuities, Long Term Care Insurance, Life Insurance, Financial Planners, Whole Life, Employee Benefits, Financial Services, Finance, Retirement Planning, Retirement, Strategic Financial..., Estate Planning, Wealth Management, Insurance, Long-term Care, Financial Analysis, Risk Management, Asset Management
Education
Coe College 1997 — 2001
hempstead 1993 — 1997
Machael Heise Machael Heise's MassMutual Financial Group Experience August 2014 - January 2015
Job Compliance Consultant at Currin Compliance Services, Inc.
Industry Insurance
Experience
Currin Compliance Services, Inc. April 2015 - Present
FMC Financial Group February 2015 - Present
Huntington Beach Chamber of Commerce 2014 - Present
MassMutual Financial Group August 2014 - January 2015
Pacific Life August 2000 - August 2014
California Federal Bank December 1987 - July 2000
Skills
Finance, Leadership, Whole Life, Securities, Sales, Underwriting, Retirement Planning, Team Building, Actuarial Science, Retirement, Health Insurance, Insurance, Life Insurance, Series 6, Financial Services, Term Life Insurance, Process Improvement, Fixed Annuities, Disability Insurance
Education
University of La Verne
English Literature (British and Commonwealth)
University of Colorado
Practitioner Certificate Program in Project Management
Coastline Community College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Currin Compliance Services, Inc. April 2015 - Present
FMC Financial Group February 2015 - Present
Huntington Beach Chamber of Commerce 2014 - Present
MassMutual Financial Group August 2014 - January 2015
Pacific Life August 2000 - August 2014
California Federal Bank December 1987 - July 2000
Skills
Finance, Leadership, Whole Life, Securities, Sales, Underwriting, Retirement Planning, Team Building, Actuarial Science, Retirement, Health Insurance, Insurance, Life Insurance, Series 6, Financial Services, Term Life Insurance, Process Improvement, Fixed Annuities, Disability Insurance
Education
University of La Verne
English Literature (British and Commonwealth)
University of Colorado
Practitioner Certificate Program in Project Management
Coastline Community College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
William T. Freeman, Jr. William T. Freeman, Jr.'s MassMutual Financial Group Experience August 2010 - May 2011
Job Account Manager at Benefitfocus
Industry Computer Software
Experience
Benefitfocus March 2014 - Present
BB&T August 2011 - March 2014
MassMutual Financial Group August 2010 - May 2011
Gavalas/Kolanko Foundation August 2010 - May 2011
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Customer Service, Insurance, Banking, Marketing, Sales, Account Management, Management, Leadership, PowerPoint, Nonprofits, Time Management, New Business Development, Social Media, Social Networking
Education
College of Charleston 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Marketing and Supply Chain Management
Chapin High School 2004 — 2007
Benefitfocus March 2014 - Present
BB&T August 2011 - March 2014
MassMutual Financial Group August 2010 - May 2011
Gavalas/Kolanko Foundation August 2010 - May 2011
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Customer Service, Insurance, Banking, Marketing, Sales, Account Management, Management, Leadership, PowerPoint, Nonprofits, Time Management, New Business Development, Social Media, Social Networking
Education
College of Charleston 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Marketing and Supply Chain Management
Chapin High School 2004 — 2007
David J. Majeski David J. Majeski's MassMutual Financial Group Experience March 2011 - September 2011
Job Senior Graduate Admissions Officer at The Jack Welch Management Institute
Industry Higher Education
Experience
The Jack Welch Management Institute at Strayer University June 2012 - Present
New York Life Insurance Company October 2011 - May 2012
MassMutual Financial Group March 2011 - September 2011
Wells Fargo January 2010 - December 2010
Tempus Consulting June 2009 - January 2010
Skills
Customer Service, Student Financial Aid, Admissions, Microsoft Office, Public Speaking, Enrollment Management, College Recruiting, Resume Writing, Leadership Development, Campus, Higher Education, Career Counseling, Student Affairs, Adult Education, Leadership, Financial Services, Student Recruiting, Training, Staff Development, Recruiting, Instructional Design, Organizational..., Employee Training, E-Learning, Coaching, Organizational..., Team Building, Career Development, Conflict Resolution, Program Development, Community Outreach, Distance Learning, Student Development, Interviews, Academic Advising, Nonprofits, Event Planning, Curriculum Design, Research, Curriculum Development, Retaining Customers, Program Management, Fundraising, Management, Supervisory Skills, Strategic Planning, Finance, Team Leadership, Marketing, Strategy
Education
Jack Welch Management Institute 2014 — 2016
Master of Business Administration (M.B.A.), Business Management/ Leadership
Jack Welch Management Institute at Strayer University 2013 — 2013
Certificate, Becomming a Leader
Jack Welch Management Institute at Strayer University 2013 — 2013
Certificate, Creating a Winning Strategy
Coastal Carolina University 2004 — 2008
Bachelor of Business Administration (BBA), Business Management & Business Marketing
Garfield highschool
Jack Welch Management Institute
Master of Business Administration
The Jack Welch Management Institute at Strayer University June 2012 - Present
New York Life Insurance Company October 2011 - May 2012
MassMutual Financial Group March 2011 - September 2011
Wells Fargo January 2010 - December 2010
Tempus Consulting June 2009 - January 2010
Skills
Customer Service, Student Financial Aid, Admissions, Microsoft Office, Public Speaking, Enrollment Management, College Recruiting, Resume Writing, Leadership Development, Campus, Higher Education, Career Counseling, Student Affairs, Adult Education, Leadership, Financial Services, Student Recruiting, Training, Staff Development, Recruiting, Instructional Design, Organizational..., Employee Training, E-Learning, Coaching, Organizational..., Team Building, Career Development, Conflict Resolution, Program Development, Community Outreach, Distance Learning, Student Development, Interviews, Academic Advising, Nonprofits, Event Planning, Curriculum Design, Research, Curriculum Development, Retaining Customers, Program Management, Fundraising, Management, Supervisory Skills, Strategic Planning, Finance, Team Leadership, Marketing, Strategy
Education
Jack Welch Management Institute 2014 — 2016
Master of Business Administration (M.B.A.), Business Management/ Leadership
Jack Welch Management Institute at Strayer University 2013 — 2013
Certificate, Becomming a Leader
Jack Welch Management Institute at Strayer University 2013 — 2013
Certificate, Creating a Winning Strategy
Coastal Carolina University 2004 — 2008
Bachelor of Business Administration (BBA), Business Management & Business Marketing
Garfield highschool
Jack Welch Management Institute
Master of Business Administration
Santa DiBella's MassMutual Financial Group Experience July 1981 - June 1988
Job Target
Industry Wholesale
Experience
Target September 2015 - Present
Stop & Shop February 2010 - August 2015
Bear Stearns Brokerage July 1990 - July 1994
Dean Witter Reynolds Inc. September 1988 - August 1990
MassMutual Financial Group July 1981 - June 1988
Skills
Customer Service, Sales Management, New Business Development, Sales, Account Management, Negotiation, Bakery, Baking, Cake Decorating, Cooking, Bread, Recipes, Food, Retail, Team Building, Data Entry, Management, Time Management, Microsoft Office, Strategic Planning, Marketing Strategy, Public Speaking
Education
New Utrecht High School 1977 — 1981
High School
City University of New York-College of Staten Island
City University of New York-College of Staten Island
Target September 2015 - Present
Stop & Shop February 2010 - August 2015
Bear Stearns Brokerage July 1990 - July 1994
Dean Witter Reynolds Inc. September 1988 - August 1990
MassMutual Financial Group July 1981 - June 1988
Skills
Customer Service, Sales Management, New Business Development, Sales, Account Management, Negotiation, Bakery, Baking, Cake Decorating, Cooking, Bread, Recipes, Food, Retail, Team Building, Data Entry, Management, Time Management, Microsoft Office, Strategic Planning, Marketing Strategy, Public Speaking
Education
New Utrecht High School 1977 — 1981
High School
City University of New York-College of Staten Island
City University of New York-College of Staten Island
Jessica Sawyer Jessica Sawyer's MassMutual Financial Group Experience November 2014 - Present
Job Retirement Education Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 2014 - Present
J&M Event Design, LLC. October 2013 - December 2014
Symmetry Partners March 2013 - November 2014
Urban League of Greater Hartford June 2010 - July 2013
MetLife May 2009 - March 2013
bebe stores June 2006 - March 2010
Wirelesss Universe October 2007 - January 2010
Trea Day Management August 2008 - December 2008
Skills
Marketing Communications, Event Planning, html basics, Series 6, Series 63, Life Insurance licensed, Project Management, Public Relations, Microsoft Office, Strategic Communications, Project Planning, Inside Sales, Efficient communicator..., Community Outreach, ambitious, Sales Support, Sales Operations, Annuities, Fixed Annuities, Retirement, Retirement Planning, Training, Leadership, Marketing, Life Insurance, Sales, HTML
Education
Clark Atlanta University 2005 — 2009
BA, communications
MassMutual Financial Group November 2014 - Present
J&M Event Design, LLC. October 2013 - December 2014
Symmetry Partners March 2013 - November 2014
Urban League of Greater Hartford June 2010 - July 2013
MetLife May 2009 - March 2013
bebe stores June 2006 - March 2010
Wirelesss Universe October 2007 - January 2010
Trea Day Management August 2008 - December 2008
Skills
Marketing Communications, Event Planning, html basics, Series 6, Series 63, Life Insurance licensed, Project Management, Public Relations, Microsoft Office, Strategic Communications, Project Planning, Inside Sales, Efficient communicator..., Community Outreach, ambitious, Sales Support, Sales Operations, Annuities, Fixed Annuities, Retirement, Retirement Planning, Training, Leadership, Marketing, Life Insurance, Sales, HTML
Education
Clark Atlanta University 2005 — 2009
BA, communications
Jami-Lynn Lamy Jami-Lynn Lamy's MassMutual Financial Group Experience May 2011 - June 2012
Job Owner, Reiki Master Teacher at Soul Fire Infusion
Industry Alternative Medicine
Experience
Soul Fire Infusion August 2014 - Present
Ascend Hospice May 2014 - Present
Self-Employed May 2014 - Present
MassMutual Financial Group May 2011 - June 2012
MassMutual Financial Group January 2009 - May 2011
Lester Halpern and Co. PC December 2007 - January 2009
Skills
Reiki, Feng Shui, Hospice, Herbal Remedies, Suncoast, Chinese Herbal Medicine, Aromatherapy, Microsoft Office, SharePoint, SAP R/3, Cognos, Internal Controls, Analysis, Financial Statements, Microsoft Word, Bookkeeping, Financial Analysis, Accounting, Process Improvement, Tax Returns, Strategic Financial..., Access, Auditing, Eagle
Education
Clearpath Herbals 2012 — 2014
Certificate Seeking, Herbalism/Herbalist
Spiritworks Healing Arts 2012 — 2013
Reiki I, II, Master/Teacher, Reiki, Certified
Everglades University 2010 — 2011
Alternative Medicine
College of Our Lady of the Elms 2004 — 2008
Bachelor's degree, Accounting and Business/Management, Major: 4.0; Overall: 3.89
Soul Fire Infusion August 2014 - Present
Ascend Hospice May 2014 - Present
Self-Employed May 2014 - Present
MassMutual Financial Group May 2011 - June 2012
MassMutual Financial Group January 2009 - May 2011
Lester Halpern and Co. PC December 2007 - January 2009
Skills
Reiki, Feng Shui, Hospice, Herbal Remedies, Suncoast, Chinese Herbal Medicine, Aromatherapy, Microsoft Office, SharePoint, SAP R/3, Cognos, Internal Controls, Analysis, Financial Statements, Microsoft Word, Bookkeeping, Financial Analysis, Accounting, Process Improvement, Tax Returns, Strategic Financial..., Access, Auditing, Eagle
Education
Clearpath Herbals 2012 — 2014
Certificate Seeking, Herbalism/Herbalist
Spiritworks Healing Arts 2012 — 2013
Reiki I, II, Master/Teacher, Reiki, Certified
Everglades University 2010 — 2011
Alternative Medicine
College of Our Lady of the Elms 2004 — 2008
Bachelor's degree, Accounting and Business/Management, Major: 4.0; Overall: 3.89
Emmanuel MENDONEZ Emmanuel MENDONEZ's MassMutual Financial Group Experience 1997 - 2005
Job Information System Director at Travelers
Industry Information Technology and Services
Experience
Travelers September 2014 - Present
iTech Solutions December 2013 - September 2014
Cigna 2008 - 2013
The Hartford 2005 - 2008
MassMutual Financial Group 1997 - 2005
Travelers 1991 - 1997
Aetna 1987 - 1991
Skills
Strategic Leadership, IT Strategy, Strategic Planning, Strategic Partnerships, Matrix Leadership, Managing multiple..., Managing Offshore Teams, Offshore Outsourcing, Cross-functional Team..., Managing Multi-Million..., Healthcare, Team Leadership, Enterprise Risk..., Managing Technical..., Property & Casualty..., Financial Services, IT Infrastructure..., Program Management, Applications..., Project Management, 24x7 Production Support, Data Warehousing, Risk Management, SDLC, Managing Project Budgets, Agile & Waterfall..., Partnerships, Change Management, Collaborative Problem..., Negotiation, Priority Management, Influential Communicator, MS Project, Microsoft Excel, Written & Oral..., Customer Centric..., Organizational..., Release Management, Process Improvement, Process Optimization, Managing Processes, SharePoint, Clarity, Performance Appraisal, Dashboard Metrics, Lessons Learned, Project Coordination, Service Level Agreements, Multilingual
Education
The George Washington University
Advance Master's Certification in Project Managment
City University of New York-Hunter College
Bachelor's degree, Computer Science
Travelers September 2014 - Present
iTech Solutions December 2013 - September 2014
Cigna 2008 - 2013
The Hartford 2005 - 2008
MassMutual Financial Group 1997 - 2005
Travelers 1991 - 1997
Aetna 1987 - 1991
Skills
Strategic Leadership, IT Strategy, Strategic Planning, Strategic Partnerships, Matrix Leadership, Managing multiple..., Managing Offshore Teams, Offshore Outsourcing, Cross-functional Team..., Managing Multi-Million..., Healthcare, Team Leadership, Enterprise Risk..., Managing Technical..., Property & Casualty..., Financial Services, IT Infrastructure..., Program Management, Applications..., Project Management, 24x7 Production Support, Data Warehousing, Risk Management, SDLC, Managing Project Budgets, Agile & Waterfall..., Partnerships, Change Management, Collaborative Problem..., Negotiation, Priority Management, Influential Communicator, MS Project, Microsoft Excel, Written & Oral..., Customer Centric..., Organizational..., Release Management, Process Improvement, Process Optimization, Managing Processes, SharePoint, Clarity, Performance Appraisal, Dashboard Metrics, Lessons Learned, Project Coordination, Service Level Agreements, Multilingual
Education
The George Washington University
Advance Master's Certification in Project Managment
City University of New York-Hunter College
Bachelor's degree, Computer Science
Liz Marr Liz Marr's MassMutual Financial Group Experience January 2014 - Present
Job Client Relations Manager at Coastal Financial Planning Group
Industry Financial Services
Experience
Coastal Financial Planning Group July 2015 - Present
MassMutual Financial Group January 2014 - Present
MassMutual South Carolina January 2007 - January 2014
MetLife November 1985 - June 2001
Education
Clemson University 1981 — 1985
BS, Business Administration
Coastal Financial Planning Group July 2015 - Present
MassMutual Financial Group January 2014 - Present
MassMutual South Carolina January 2007 - January 2014
MetLife November 1985 - June 2001
Education
Clemson University 1981 — 1985
BS, Business Administration
Ben M. Galloway, MBA, CFP®, CRPC® Ben M. Galloway, MBA, CFP®, CRPC®'s MassMutual Financial Group Experience 2012 - 2013
Job Private Advisor at BB&T Wealth
Industry Banking
Experience
BB&T Wealth October 2014 - Present
BB&T Investment Services, Inc. June 2013 - October 2014
MassMutual Financial Group 2012 - 2013
DICK'S Sporting Goods 2010 - 2012
Skills
Investments, Series 7, Finance, Pensions, Wealth Management, Series 65, Financial Services, Insurance, Business Planning, Estate Planning, Corporate Finance, Retirement Planning, Mutual Funds, Asset Allocation, Series 6, Series 63, Limited Partnerships, Variable Annuities, Financial Accounting
Education
College for Financial Planning 2014 — 2015
CFP Professional Education Program
The Citadel 2011 — 2013
Master of Business Administration (MBA)
University of South Carolina-Columbia 2006 — 2010
B.S.
BB&T Wealth October 2014 - Present
BB&T Investment Services, Inc. June 2013 - October 2014
MassMutual Financial Group 2012 - 2013
DICK'S Sporting Goods 2010 - 2012
Skills
Investments, Series 7, Finance, Pensions, Wealth Management, Series 65, Financial Services, Insurance, Business Planning, Estate Planning, Corporate Finance, Retirement Planning, Mutual Funds, Asset Allocation, Series 6, Series 63, Limited Partnerships, Variable Annuities, Financial Accounting
Education
College for Financial Planning 2014 — 2015
CFP Professional Education Program
The Citadel 2011 — 2013
Master of Business Administration (MBA)
University of South Carolina-Columbia 2006 — 2010
B.S.
Jamie Picard's MassMutual Financial Group Experience June 2014 - Present
Job Sales support specialist for blue chip circle
Industry Financial Services
Experience
MassMutual Financial Group June 2014 - Present
MassMutual Financial Group August 2011 - Present
MassMutual Financial Group August 2007 - August 2011
Skills
Retirement Planning, Series 6, Call Centers, Financial Services, Customer Service, Disability Insurance, Employee Benefits, Financial Planning, Life Insurance, Loans, Mutual Funds, Sales
Education
College of Our Lady of the Elms 2002 — 2006
Bachelor's degree of science, Paralegal Studies
MassMutual Financial Group June 2014 - Present
MassMutual Financial Group August 2011 - Present
MassMutual Financial Group August 2007 - August 2011
Skills
Retirement Planning, Series 6, Call Centers, Financial Services, Customer Service, Disability Insurance, Employee Benefits, Financial Planning, Life Insurance, Loans, Mutual Funds, Sales
Education
College of Our Lady of the Elms 2002 — 2006
Bachelor's degree of science, Paralegal Studies
Douglas Brisco JD LLM CLU ChFC CASL CRPC CLTC CAP Douglas Brisco JD LLM CLU ChFC CASL CRPC CLTC CAP's MassMutual Financial Group Experience February 2009 - October 2011
Job Marketing I Life Insurance I Annuities I Estate Planning I Consultant
Industry Insurance
Experience
MassMutual Financial Group - USIG Life Company Marketing April 2015 - Present
The Best FMO, LLC October 2014 - April 2015
Impact Technologies Group, Inc. January 2014 - September 2014
Northwestern Mutual Life Insurance Company November 2012 - February 2014
Ameriprise/RiverSource Life Insurance Company October 2011 - September 2012
MassMutual Financial Group February 2009 - October 2011
Lincoln Financial Distributors 2005 - 2009
Phoenix Life Insurance Company 1998 - 2004
CIGNA Financial Advisors 1995 - 1998
Shawmut Bank Trust Company 1993 - 1995
Education
National Social Security Association 2014 — 2015
National Social Security Advisor
The American College - REBC 2013 — 2015
Registered Employee Benefit Consultant
The American College - ChSNC 2010 — 2015
Chartered Special Needs Consultant
The American College - CAP
Chartered Advisor in Philanthropy
The American College - RICP
Retirement Income Certified Professional
College for Financial Planning - CRPC
Chartered Retirement Planning Counselor
The Corporation for Long-Term Care Certification - CLTC
Certified in Long-Term Care
The American College - CASL
Chartered Advisor for Senior Living
McCourt Associates - Wilson Learning
Customer-Focused Presentation Skills Workshop
McCourt Associates - Wilson Learning
The Counselor Salesperson Program
MassMutual Financial Group - USIG Life Company Marketing April 2015 - Present
The Best FMO, LLC October 2014 - April 2015
Impact Technologies Group, Inc. January 2014 - September 2014
Northwestern Mutual Life Insurance Company November 2012 - February 2014
Ameriprise/RiverSource Life Insurance Company October 2011 - September 2012
MassMutual Financial Group February 2009 - October 2011
Lincoln Financial Distributors 2005 - 2009
Phoenix Life Insurance Company 1998 - 2004
CIGNA Financial Advisors 1995 - 1998
Shawmut Bank Trust Company 1993 - 1995
Education
National Social Security Association 2014 — 2015
National Social Security Advisor
The American College - REBC 2013 — 2015
Registered Employee Benefit Consultant
The American College - ChSNC 2010 — 2015
Chartered Special Needs Consultant
The American College - CAP
Chartered Advisor in Philanthropy
The American College - RICP
Retirement Income Certified Professional
College for Financial Planning - CRPC
Chartered Retirement Planning Counselor
The Corporation for Long-Term Care Certification - CLTC
Certified in Long-Term Care
The American College - CASL
Chartered Advisor for Senior Living
McCourt Associates - Wilson Learning
Customer-Focused Presentation Skills Workshop
McCourt Associates - Wilson Learning
The Counselor Salesperson Program
Jennifer Dupuis-Krause Jennifer Dupuis-Krause's MassMutual Financial Group Experience March 2000 - Present
Job Legal Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group March 2000 - Present
Skills
Legal Research, Securities, Insurance, Corporate Governance, Westlaw, Insurance Law, Financial Services, Contract Negotiation, FINRA, Securities Regulation, Legal Writing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2005
Master of Business Administration (MBA)
College of Our Lady of the Elms
MassMutual Financial Group March 2000 - Present
Skills
Legal Research, Securities, Insurance, Corporate Governance, Westlaw, Insurance Law, Financial Services, Contract Negotiation, FINRA, Securities Regulation, Legal Writing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2005
Master of Business Administration (MBA)
College of Our Lady of the Elms
Liz Salvador's MassMutual Financial Group Experience January 2014 - Present
Job Thoughtful Leadership Development
Industry Financial Services
Experience
MassMutual Financial Group January 2014 - Present
Professional Experience October 1996 - Present
Professional Experience October 1996 - Present
Professional Experience September 1996 - Present
MassMutual Financial Group April 2011 - December 2013
MassMutual Financial Group November 2007 - March 2011
MassMutual Financial Group September 2005 - October 2007
MassMutual Financial Group April 2001 - September 2005
MassMutual Financial Group October 1996 - 2001
Skills
Leadership, Leadership Development, Leading..., Culture Change, Change Management, Strategy, Continuous Improvement, Process Improvement, Human Resources, Coaching, Organizational..., Team Building, Talent Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2004
Master of Business Administration (MBA)
College of Our Lady of the Elms 1992 — 1996
Legal Studies, Paralegal
Ludlow High School 1989 — 1992
HS
Quality & Productivity Solutions
Black Belt/Green Belt/Champion, Lean Six Sigma
MassMutual Financial Group January 2014 - Present
Professional Experience October 1996 - Present
Professional Experience October 1996 - Present
Professional Experience September 1996 - Present
MassMutual Financial Group April 2011 - December 2013
MassMutual Financial Group November 2007 - March 2011
MassMutual Financial Group September 2005 - October 2007
MassMutual Financial Group April 2001 - September 2005
MassMutual Financial Group October 1996 - 2001
Skills
Leadership, Leadership Development, Leading..., Culture Change, Change Management, Strategy, Continuous Improvement, Process Improvement, Human Resources, Coaching, Organizational..., Team Building, Talent Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2004
Master of Business Administration (MBA)
College of Our Lady of the Elms 1992 — 1996
Legal Studies, Paralegal
Ludlow High School 1989 — 1992
HS
Quality & Productivity Solutions
Black Belt/Green Belt/Champion, Lean Six Sigma
Steve Bjork Steve Bjork's MassMutual Financial Group Experience May 2001 - January 2002
Job Executive Director at Beyond Imagination Ministry
Industry Nonprofit Organization Management
Experience
Beyond Imagination Ministry January 2012 - Present
Suburban Christian Church June 2003 - December 2011
HSBC Card Services July 2002 - June 2003
Rockwood Church of God June 1996 - June 2003
MassMutual Financial Group May 2001 - January 2002
Multnomah University September 1995 - June 2000
Skills
Volunteer Management, Nonprofits, Fundraising, Non-profits, Coaching, Program Development, Community Outreach, Event Planning, Public Speaking, Conflict Resolution, Leadership Development, Leadership, Event Management, Grant Writing, Teaching, Team Building
Education
Multnomah University 1995 — 2000
Bachelor's degree, Double Major Music and Theology
Clackamas Community College 1994 — 1995
One college Start
Beyond Imagination Ministry January 2012 - Present
Suburban Christian Church June 2003 - December 2011
HSBC Card Services July 2002 - June 2003
Rockwood Church of God June 1996 - June 2003
MassMutual Financial Group May 2001 - January 2002
Multnomah University September 1995 - June 2000
Skills
Volunteer Management, Nonprofits, Fundraising, Non-profits, Coaching, Program Development, Community Outreach, Event Planning, Public Speaking, Conflict Resolution, Leadership Development, Leadership, Event Management, Grant Writing, Teaching, Team Building
Education
Multnomah University 1995 — 2000
Bachelor's degree, Double Major Music and Theology
Clackamas Community College 1994 — 1995
One college Start
sohn sims sohn sims's MassMutual Financial Group Experience May 2013 - Present
Job Business System Analyst at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2013 - Present
MassMutual Financial Group February 1997 - Present
Skills
Business Requirements, SDLC, Requirements Gathering, Business Analysis, User Acceptance Testing, Systems Analysis, Mainframe, Production Support, Financial Services, Gap Analysis, Waterfall, Requirements Analysis, Visual Basic, IT Management, Vendor Management, Analysis
Education
Davidson College 1989 — 1994
Bachelor of Arts (BA), History
Brooklyn College 1990 — 1990
MassMutual Financial Group May 2013 - Present
MassMutual Financial Group February 1997 - Present
Skills
Business Requirements, SDLC, Requirements Gathering, Business Analysis, User Acceptance Testing, Systems Analysis, Mainframe, Production Support, Financial Services, Gap Analysis, Waterfall, Requirements Analysis, Visual Basic, IT Management, Vendor Management, Analysis
Education
Davidson College 1989 — 1994
Bachelor of Arts (BA), History
Brooklyn College 1990 — 1990
Gregory Gelber's MassMutual Financial Group Experience January 2012 - April 2012
Job Analyst Fixed Income Derivatives
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
MassMutual Financial Group January 2012 - April 2012
Lassus Wherley & Associates June 2011 - August 2011
Path to Africa NGO May 2010 - August 2010
Skills
Expertise in Microsoft..., Ability to prepare and..., Expertise in social..., Conversational in..., Founding father of..., Financial Management, US GAAP, Financial Analysis, Equity Research, Options, Member of Student...
Education
College of Charleston 2008 — 2012
Bachelor of Arts (B.A.), Business Administration, concentration in finance
Morgan Stanley September 2012 - Present
MassMutual Financial Group January 2012 - April 2012
Lassus Wherley & Associates June 2011 - August 2011
Path to Africa NGO May 2010 - August 2010
Skills
Expertise in Microsoft..., Ability to prepare and..., Expertise in social..., Conversational in..., Founding father of..., Financial Management, US GAAP, Financial Analysis, Equity Research, Options, Member of Student...
Education
College of Charleston 2008 — 2012
Bachelor of Arts (B.A.), Business Administration, concentration in finance
Rob Castellanos Rob Castellanos's MassMutual Financial Group Experience October 2011 - July 2012
Job Director of West Coast Operations at Shipside Food & Beverage
Industry Financial Services
Experience
Shipside Food & Beverage July 2012 - Present
MassMutual Financial Group October 2011 - July 2012
Ro-Sham-Bo Delivery, Inc. June 2010 - August 2011
University of Phoenix April 2008 - April 2010
National PEO 2008 - 2008
HR Dynamics 2005 - 2006
Lifespire 2004 - 2005
Independent Living Association 1995 - 2005
Lutheran Medical Center 1999 - 2002
Skills
Disability Insurance, Life Insurance, Networking, Finance, Fixed Annuities, Financial Planners, Long-term Care, Insurance, Small Business, Employee Benefits, Coaching, Be Your Own Banker, Mass Mutual, SBA Lending, Non-profits..., LifeBridge, Recruiting, Financial Health &..., Retirement Planning
Education
City University of New York-Brooklyn College 1991 — 1998
BS, Psychology
Xaverian Catholic High School 1987 — 1991
Shipside Food & Beverage July 2012 - Present
MassMutual Financial Group October 2011 - July 2012
Ro-Sham-Bo Delivery, Inc. June 2010 - August 2011
University of Phoenix April 2008 - April 2010
National PEO 2008 - 2008
HR Dynamics 2005 - 2006
Lifespire 2004 - 2005
Independent Living Association 1995 - 2005
Lutheran Medical Center 1999 - 2002
Skills
Disability Insurance, Life Insurance, Networking, Finance, Fixed Annuities, Financial Planners, Long-term Care, Insurance, Small Business, Employee Benefits, Coaching, Be Your Own Banker, Mass Mutual, SBA Lending, Non-profits..., LifeBridge, Recruiting, Financial Health &..., Retirement Planning
Education
City University of New York-Brooklyn College 1991 — 1998
BS, Psychology
Xaverian Catholic High School 1987 — 1991
Dennis Galvin Dennis Galvin's MassMutual Financial Group Experience February 2002 - July 2008
Job Director at Kulch Insurance Group, LLC
Industry Financial Services
Experience
Kulch Insurance Group, LLC March 2014 - Present
Financial Operations Leaders in Boston MA 2013 - Present
New England Investment & Retirement Group, Inc. January 2012 - December 2012
Baystate Financial Services June 2008 - December 2011
MassMutual Financial Group February 2002 - July 2008
Bank of Boston January 1984 - June 2000
Skills
Financial Operations, Financial Services, Banking, Strategy, Financial Analysis, Financial Reporting, Operations Management, Business Process..., Operational Excellence, Project Management, Business Development, Strategic Financial..., Series 7, Series 63, Life Insurance, Securities, Mutual Funds, Commercial Banking, Wealth Management, Asset Allocation, Investments, Investment Management, Loans, Wealth Management..., Long-term Care, Stocks, Due Diligence, Financial Markets, Managerial Finance, Management, Leadership, Analysis, Finance, Retirement Planning, Budgets, Team Building, Sales, Insurance, Accounting, Process Improvement, Relationship Management
Education
Colgate University 1979 — 1983
BA, Liberal Arts
Kulch Insurance Group, LLC March 2014 - Present
Financial Operations Leaders in Boston MA 2013 - Present
New England Investment & Retirement Group, Inc. January 2012 - December 2012
Baystate Financial Services June 2008 - December 2011
MassMutual Financial Group February 2002 - July 2008
Bank of Boston January 1984 - June 2000
Skills
Financial Operations, Financial Services, Banking, Strategy, Financial Analysis, Financial Reporting, Operations Management, Business Process..., Operational Excellence, Project Management, Business Development, Strategic Financial..., Series 7, Series 63, Life Insurance, Securities, Mutual Funds, Commercial Banking, Wealth Management, Asset Allocation, Investments, Investment Management, Loans, Wealth Management..., Long-term Care, Stocks, Due Diligence, Financial Markets, Managerial Finance, Management, Leadership, Analysis, Finance, Retirement Planning, Budgets, Team Building, Sales, Insurance, Accounting, Process Improvement, Relationship Management
Education
Colgate University 1979 — 1983
BA, Liberal Arts
Mary (Hodges) Burke Mary (Hodges) Burke's MassMutual Financial Group Experience April 2013 - Present
Job Insurance Sales Agent at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group April 2013 - Present
The Palmetto Club March 2010 - March 2013
Education
Clemson University 2005 — 2009
Bachelor of Arts, History, Communication Studies
Hammond School
MassMutual Financial Group April 2013 - Present
The Palmetto Club March 2010 - March 2013
Education
Clemson University 2005 — 2009
Bachelor of Arts, History, Communication Studies
Hammond School
Deborah Baker-Gibbons Deborah Baker-Gibbons's MassMutual Financial Group Experience 1986 - 1995
Job Paralegal / Judicial Secretary at Massachusetts Trial Court
Industry Judiciary
Experience
Massachusetts Trial Court 2004 - Present
Commonwealth of Massachusetts - District Attorney's Office 1997 - 2004
MassMutual Financial Group 1986 - 1995
Skills
Legal Research, Courts, Criminal Law, Administrative..., Administrative..., Microsoft Excel, Microsoft Word, Policy, Motions, Legal Assistance, Government, Research, Legal Research Skills, Wordperfect, Public Speaking, Database Administration, Supervisory Experience, Gregg Shorthand, Microsoft Office, Legal Assistant, Word Perfect
Education
College of Our Lady of the Elms
Bachelor's Degree, Paralegal Studies
Holyoke Community College
Associate's Degree, Legal Administrative Assistant/Secretary
Westfield High School 1976 — 1980
Massachusetts Trial Court 2004 - Present
Commonwealth of Massachusetts - District Attorney's Office 1997 - 2004
MassMutual Financial Group 1986 - 1995
Skills
Legal Research, Courts, Criminal Law, Administrative..., Administrative..., Microsoft Excel, Microsoft Word, Policy, Motions, Legal Assistance, Government, Research, Legal Research Skills, Wordperfect, Public Speaking, Database Administration, Supervisory Experience, Gregg Shorthand, Microsoft Office, Legal Assistant, Word Perfect
Education
College of Our Lady of the Elms
Bachelor's Degree, Paralegal Studies
Holyoke Community College
Associate's Degree, Legal Administrative Assistant/Secretary
Westfield High School 1976 — 1980
Demetrice Dawkins Demetrice Dawkins's MassMutual Financial Group Experience 2007 - Present
Job Relationship Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group 2007 - Present
Springfield partners for community action 2008 - 2012
MassMutual Financial Group 2004 - 2006
MassMutual Financial Group 2004 - 2004
ETG, LLC 1999 - 2003
Skills
Series 7, Mutual Funds, Equities, Series 63, Series 55, Relationship Management, Relationship-building..., Relationship Enhancement, Stock Trading, Proprietary Trading, Fixed Income, Trading Desk, FINRA, Finance, Investments, Securities
Education
Clark Atlanta University 1993 — 1997
Bachelor of Arts (B.A.), Finance & Management
MassMutual Financial Group 2007 - Present
Springfield partners for community action 2008 - 2012
MassMutual Financial Group 2004 - 2006
MassMutual Financial Group 2004 - 2004
ETG, LLC 1999 - 2003
Skills
Series 7, Mutual Funds, Equities, Series 63, Series 55, Relationship Management, Relationship-building..., Relationship Enhancement, Stock Trading, Proprietary Trading, Fixed Income, Trading Desk, FINRA, Finance, Investments, Securities
Education
Clark Atlanta University 1993 — 1997
Bachelor of Arts (B.A.), Finance & Management
Patrick Reed Patrick Reed's MassMutual Financial Group Experience March 2014 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group March 2014 - Present
This Week in Photo June 2012 - January 2014
Patrick Reed Photography April 2007 - January 2014
Severn School August 2002 - June 2006
Arrowhead Christian Academy August 1999 - June 2002
Skills
Long Term Care Insurance, Disability Insurance, Fixed Annuities, Life Insurance, Long Distance Running, Soccer, Estate Planning, Personal Finance, Wealth Management, Retirement, Insurance, Marketing
Education
St. John's College 1998 — 1999
Master of Arts (M.A.), Liberal Arts
Colby College 1987 — 1991
Bachelor of Arts (BA), Government
MassMutual Financial Group March 2014 - Present
This Week in Photo June 2012 - January 2014
Patrick Reed Photography April 2007 - January 2014
Severn School August 2002 - June 2006
Arrowhead Christian Academy August 1999 - June 2002
Skills
Long Term Care Insurance, Disability Insurance, Fixed Annuities, Life Insurance, Long Distance Running, Soccer, Estate Planning, Personal Finance, Wealth Management, Retirement, Insurance, Marketing
Education
St. John's College 1998 — 1999
Master of Arts (M.A.), Liberal Arts
Colby College 1987 — 1991
Bachelor of Arts (BA), Government
Donald L. Kester's MassMutual Financial Group Experience January 1985 - December 2004
Job Investment Advisory Representative with Lincoln Financial Securities
Industry Financial Services
Experience
Zeiders Enterprises, Inc. June 2013 - Present
Lincoln Financial Securities January 2005 - Present
MassMutual Financial Group January 1985 - December 2004
US Army Reserve 1974 - 1996
Skills
Securities, Investment Advisory, Financial Services, Wealth Management, Finance, Financial Planning, Commercial Insurance, Life Insurance
Education
The American College 1987 — 1988
Chartered Life Underwriter
College for Financial Planning 1966 — 1987
Studies leading to the Certified Financial Planner designation
The University of Western Ontario - Richard Ivey School of Business 1976 — 1978
MBA
Randolph-Macon College 1964 — 1968
BA
Zeiders Enterprises, Inc. June 2013 - Present
Lincoln Financial Securities January 2005 - Present
MassMutual Financial Group January 1985 - December 2004
US Army Reserve 1974 - 1996
Skills
Securities, Investment Advisory, Financial Services, Wealth Management, Finance, Financial Planning, Commercial Insurance, Life Insurance
Education
The American College 1987 — 1988
Chartered Life Underwriter
College for Financial Planning 1966 — 1987
Studies leading to the Certified Financial Planner designation
The University of Western Ontario - Richard Ivey School of Business 1976 — 1978
MBA
Randolph-Macon College 1964 — 1968
BA
Robert Polkowski Robert Polkowski's MassMutual Financial Group Experience September 2011 - Present
Job Knowledge and Innovation Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 2011 - Present
Perkins Eastman Architects September 2004 - September 2011
United Way of New York City April 2001 - September 2004
Skills
Change Management, Cross-functional Team..., Knowledge Management, Strategy, Process Improvement, Project Management, User Experience, Strategic Planning, Integration, Management, Business Development, Budgets, Leadership, Strategic Partnerships, Vendor Management, Analysis, Training, Business Strategy, CRM, Enterprise Software, IT Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance, Strategy
City University of New York-Hunter College 2002 — 2004
BA, Philosophy and English
MassMutual Financial Group September 2011 - Present
Perkins Eastman Architects September 2004 - September 2011
United Way of New York City April 2001 - September 2004
Skills
Change Management, Cross-functional Team..., Knowledge Management, Strategy, Process Improvement, Project Management, User Experience, Strategic Planning, Integration, Management, Business Development, Budgets, Leadership, Strategic Partnerships, Vendor Management, Analysis, Training, Business Strategy, CRM, Enterprise Software, IT Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance, Strategy
City University of New York-Hunter College 2002 — 2004
BA, Philosophy and English
Michael Doshier Michael Doshier's MassMutual Financial Group Experience July 2011 - May 2012
Job
Industry Financial Services
Experience
Franklin Templeton Investments April 2012 - Present
MassMutual Financial Group July 2011 - May 2012
Fidelity Investments April 2004 - July 2011
Fidelity Investments Tax Exempt Services Co. October 2001 - April 2004
Checkfree Corp January 2000 - October 2001
Fidelity Retirement Services Co January 1997 - December 1999
Skills
Strategic Planning, Operations Management, Product Development, Mergers, Customer Relations, Vendor Management, Call Center, Business Strategy, Change Management, Competitive Analysis, Process Improvement, CRM, Call Centers, Customer Service, Leadership, Marketing, Mergers & Acquisitions, Strategy, Mutual Funds, Financial Services, Relationship Management, Management, Retirement
Education
Clark University
Masters of Business Administration
Oklahoma State University
Xavier University
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Franklin Templeton Investments April 2012 - Present
MassMutual Financial Group July 2011 - May 2012
Fidelity Investments April 2004 - July 2011
Fidelity Investments Tax Exempt Services Co. October 2001 - April 2004
Checkfree Corp January 2000 - October 2001
Fidelity Retirement Services Co January 1997 - December 1999
Skills
Strategic Planning, Operations Management, Product Development, Mergers, Customer Relations, Vendor Management, Call Center, Business Strategy, Change Management, Competitive Analysis, Process Improvement, CRM, Call Centers, Customer Service, Leadership, Marketing, Mergers & Acquisitions, Strategy, Mutual Funds, Financial Services, Relationship Management, Management, Retirement
Education
Clark University
Masters of Business Administration
Oklahoma State University
Xavier University
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Derek Schanhofer, CFP, CFS, MSFS Derek Schanhofer, CFP, CFS, MSFS's MassMutual Financial Group Experience July 2006 - February 2009
Job Financial Advisor, Strategic Financial Group, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Financial Network Investment Corporation, Member SIPC February 2009 - August 2012
MassMutual Financial Group July 2006 - February 2009
PFIC Securities Corporation January 1996 - July 2006
Education
College for Financial Planning 2006 — 2008
Master of Science in Personal Financial Planning, Financial Planning
St. Norbert College 1992 — 1995
BBA in Accounting/Finance, Accounting and Finance
Ameriprise Financial Services, Inc. August 2012 - Present
Financial Network Investment Corporation, Member SIPC February 2009 - August 2012
MassMutual Financial Group July 2006 - February 2009
PFIC Securities Corporation January 1996 - July 2006
Education
College for Financial Planning 2006 — 2008
Master of Science in Personal Financial Planning, Financial Planning
St. Norbert College 1992 — 1995
BBA in Accounting/Finance, Accounting and Finance
John Rafferty John Rafferty's MassMutual Financial Group Experience 1994 - 2008
Job Vice President and Head of Retirement Marketing at Symetra Life Insurance Company
Industry Financial Services
Experience
Symetra Life insurance Company 2012 - Present
AIG American General May 2008 - October 2012
MassMutual Financial Group 1994 - 2008
Skills
Annuity, Annuities, Mutual Funds, Retirement, Life insuance, Fixed Annuities, Retirement Planning, Life Insurance
Education
Trinity College-Hartford 1990 — 1994
M.A., Public Policy
Colby College 1982 — 1986
B.A., Economics
Northwestern University - Kellogg School of Management
Executive Program, Marketing
Symetra Life insurance Company 2012 - Present
AIG American General May 2008 - October 2012
MassMutual Financial Group 1994 - 2008
Skills
Annuity, Annuities, Mutual Funds, Retirement, Life insuance, Fixed Annuities, Retirement Planning, Life Insurance
Education
Trinity College-Hartford 1990 — 1994
M.A., Public Policy
Colby College 1982 — 1986
B.A., Economics
Northwestern University - Kellogg School of Management
Executive Program, Marketing
Joy M Gould Joy M Gould's MassMutual Financial Group Experience October 1986 - 2014
Job Owner, The Gould Group
Industry Insurance
Experience
The Gould Group October 1985 - Present
MassMutual Financial Group October 1986 - 2014
CML May 1981 - September 1985
Home life October 1978 - April 1981
Skills
Insurance, Employee Benefits, Disability Insurance, Estate Planning, Life Insurance, Retirement Planning, Fixed Annuities, Health Insurance, Strategic Planning, Long-term Care, Term Life Insurance, Long Term Care Insurance, Whole Life, Brokers, Health Savings Accounts, Financial Planners, Medicare, Retirement, Underwriting, Wealth Management, 401k, Small Business, IRAs, Workers Compensation, Property & Casualty..., Strategic Financial..., Universal Life, Financial Services, Umbrella Insurance, Accident, Investments, Homeowners, Financial Advisory, High Net Worth..., Mutual Funds, Series 63, Insurance Brokerage, Series 7, Asset Allocation, Legal Liability, Professional Liability, Investment Advisory, Securities, Motorcycle, Commercial Lines, D&O, Commercial Insurance, Financial Planning
Education
City University of New York-Hunter College
BA, English
NYU
Masters degree, Graduate Studies in English
New York University Graduate School
The Gould Group October 1985 - Present
MassMutual Financial Group October 1986 - 2014
CML May 1981 - September 1985
Home life October 1978 - April 1981
Skills
Insurance, Employee Benefits, Disability Insurance, Estate Planning, Life Insurance, Retirement Planning, Fixed Annuities, Health Insurance, Strategic Planning, Long-term Care, Term Life Insurance, Long Term Care Insurance, Whole Life, Brokers, Health Savings Accounts, Financial Planners, Medicare, Retirement, Underwriting, Wealth Management, 401k, Small Business, IRAs, Workers Compensation, Property & Casualty..., Strategic Financial..., Universal Life, Financial Services, Umbrella Insurance, Accident, Investments, Homeowners, Financial Advisory, High Net Worth..., Mutual Funds, Series 63, Insurance Brokerage, Series 7, Asset Allocation, Legal Liability, Professional Liability, Investment Advisory, Securities, Motorcycle, Commercial Lines, D&O, Commercial Insurance, Financial Planning
Education
City University of New York-Hunter College
BA, English
NYU
Masters degree, Graduate Studies in English
New York University Graduate School
Adam Eklund's MassMutual Financial Group Experience August 2010 - January 2011
Job Student Service Advisor II at Grand Canyon University
Industry Higher Education
Experience
Grand Canyon University March 2013 - Present
Grand Canyon University January 2012 - March 2013
Grand Canyon University June 2011 - January 2012
DeVry University November 2010 - June 2011
MassMutual Financial Group August 2010 - January 2011
Richard Fleischman Architects October 2009 - December 2009
Cleveland State University September 2008 - July 2009
Cleveland State University September 2008 - July 2009
Phi Kappa Tau Fraternity June 2005 - July 2007
Fiesta Bowl August 2002 - January 2003
Skills
Non-profits, Event Management, Microsoft Office, Leadership, Marketing, Management, Public Speaking, Event Planning, Fundraising, Higher Education, Student Affairs, Community Outreach, Social Media, Leadership Development, Volunteer Management, Customer Service, Research, PowerPoint, Photoshop, Social Networking, Strategic Planning, Microsoft Excel, Public Relations, Human Resources, Nonprofits, Admissions, Career Counseling, Data Analysis, Student Development, Academic Advising, Enrollment Management, Campus, Critical Thinking, Training, Curriculum Design, Program Development, Staff Development
Education
Cleveland State University 2008 — 2009
Master of Business Administration, Business Administration and Management, General
University of Arizona 2000 — 2004
Bachelor of Science, Retailing and Consumer Science
Grand Canyon University March 2013 - Present
Grand Canyon University January 2012 - March 2013
Grand Canyon University June 2011 - January 2012
DeVry University November 2010 - June 2011
MassMutual Financial Group August 2010 - January 2011
Richard Fleischman Architects October 2009 - December 2009
Cleveland State University September 2008 - July 2009
Cleveland State University September 2008 - July 2009
Phi Kappa Tau Fraternity June 2005 - July 2007
Fiesta Bowl August 2002 - January 2003
Skills
Non-profits, Event Management, Microsoft Office, Leadership, Marketing, Management, Public Speaking, Event Planning, Fundraising, Higher Education, Student Affairs, Community Outreach, Social Media, Leadership Development, Volunteer Management, Customer Service, Research, PowerPoint, Photoshop, Social Networking, Strategic Planning, Microsoft Excel, Public Relations, Human Resources, Nonprofits, Admissions, Career Counseling, Data Analysis, Student Development, Academic Advising, Enrollment Management, Campus, Critical Thinking, Training, Curriculum Design, Program Development, Staff Development
Education
Cleveland State University 2008 — 2009
Master of Business Administration, Business Administration and Management, General
University of Arizona 2000 — 2004
Bachelor of Science, Retailing and Consumer Science
Brenda Bak Brenda Bak's MassMutual Financial Group Experience March 2009 - October 2009
Job Administrative Support at Riverside Industries
Industry Nonprofit Organization Management
Experience
Riverside Industries 2012 - Present
MassMutual Financial Group March 2009 - October 2009
Babson Capital Management October 2004 - March 2009
Babson Capital Management 2000 - 2004
Babson Capital Management January 1998 - January 2000
MassMutual Life Insurance Co January 1995 - January 1998
MassMutual Life Insurance Co January 1990 - January 1995
MassMutual Life Insurance Co January 1988 - January 1990
Holyoke Community College January 1987 - January 1988
Skills
Financial Reporting, Accounting, Auditing
Education
Rensselaer Polytechnic Institute at Hartford 2004 — 2007
MS, Management - Concentration in MIS
College of Our Lady of the Elms 1999 — 2003
Bachelor of Arts, Business Management
Holyoke Community College 1985 — 1988
Associate, Business Administration
Riverside Industries 2012 - Present
MassMutual Financial Group March 2009 - October 2009
Babson Capital Management October 2004 - March 2009
Babson Capital Management 2000 - 2004
Babson Capital Management January 1998 - January 2000
MassMutual Life Insurance Co January 1995 - January 1998
MassMutual Life Insurance Co January 1990 - January 1995
MassMutual Life Insurance Co January 1988 - January 1990
Holyoke Community College January 1987 - January 1988
Skills
Financial Reporting, Accounting, Auditing
Education
Rensselaer Polytechnic Institute at Hartford 2004 — 2007
MS, Management - Concentration in MIS
College of Our Lady of the Elms 1999 — 2003
Bachelor of Arts, Business Management
Holyoke Community College 1985 — 1988
Associate, Business Administration
Maureen Sperling Maureen Sperling's MassMutual Financial Group Experience September 2013 - December 2014
Job Producer of Worldwide Business with kathy ireland® / Modern Living with kathy ireland®
Industry Entertainment
Experience
MMP(USA), Inc June 2014 - Present
Life, Health & Style with kathy ireland® June 2014 - March 2015
MassMutual Financial Group September 2013 - December 2014
O2 Media Inc. September 2010 - April 2013
The Balancing Act January 2001 - April 2013
Solar Stat Inc January 1988 - February 1999
Skills
Television, Producing, Video Production, Entertainment, Broadcast, Digital Media, Marketing, Creative Direction, Video, Strategy, Social Media Marketing, Film, Broadcast Television, Post Production, Film Production, Content Strategy, Advertising, Radio, Health Insurance, Insurance, Business Development, Entrepreneurship, Online Advertising, Digital Marketing, Online Marketing, Social Networking, New Media, Digital Strategy, Leadership, Integrated Marketing, Media Buying, Brand Development, Media Planning, Email Marketing, Copywriting, Mobile Marketing, Facebook, Blogging, Direct Marketing, Lead Generation, Content Development, Direct Response, Social Media, Advertising Sales, Sponsorship, Multimedia, Marketing Communications, Media Relations, Brand Awareness, Financial Analysis
Education
City University of New York-Brooklyn College 1967 — 1971
BA, Education
MMP(USA), Inc June 2014 - Present
Life, Health & Style with kathy ireland® June 2014 - March 2015
MassMutual Financial Group September 2013 - December 2014
O2 Media Inc. September 2010 - April 2013
The Balancing Act January 2001 - April 2013
Solar Stat Inc January 1988 - February 1999
Skills
Television, Producing, Video Production, Entertainment, Broadcast, Digital Media, Marketing, Creative Direction, Video, Strategy, Social Media Marketing, Film, Broadcast Television, Post Production, Film Production, Content Strategy, Advertising, Radio, Health Insurance, Insurance, Business Development, Entrepreneurship, Online Advertising, Digital Marketing, Online Marketing, Social Networking, New Media, Digital Strategy, Leadership, Integrated Marketing, Media Buying, Brand Development, Media Planning, Email Marketing, Copywriting, Mobile Marketing, Facebook, Blogging, Direct Marketing, Lead Generation, Content Development, Direct Response, Social Media, Advertising Sales, Sponsorship, Multimedia, Marketing Communications, Media Relations, Brand Awareness, Financial Analysis
Education
City University of New York-Brooklyn College 1967 — 1971
BA, Education
Marc S. Pico, CFP® Marc S. Pico, CFP®'s MassMutual Financial Group Experience January 2010 - June 2011
Job CERTIFIED FINANCIAL PLANNER™ at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2011 - Present
MassMutual Financial Group January 2010 - June 2011
Lenox Advisors (MassMutual) April 2005 - December 2009
JPMorgan Chase April 2003 - April 2005
UBS August 1997 - April 2003
H&R Block Financial Advisors June 1996 - August 1997
Skills
Certified Financial..., Wealth Management, Retirement Planning, Asset Management, Asset Allocation, Portfolio Management, Estate Planning, Risk Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Property & Casualty..., Medicare, Health Insurance, Employee Benefits, Series 24, Series 53, Series 7, Series 65, Series 63, Series 52, Series 3, Financial Advisory, Financial Planners, Retirement, Securities, FINRA, Strategic Financial...
Education
College for Financial Planning 2000 — 2002
CFP Professional Education Program, Financial Planning and Services
Seton Hall University 1992 — 1996
Bachelor of Arts (B.A.), Economics and Political Science
Ranney Prep School 1982 — 1992
High School
LPL Financial June 2011 - Present
MassMutual Financial Group January 2010 - June 2011
Lenox Advisors (MassMutual) April 2005 - December 2009
JPMorgan Chase April 2003 - April 2005
UBS August 1997 - April 2003
H&R Block Financial Advisors June 1996 - August 1997
Skills
Certified Financial..., Wealth Management, Retirement Planning, Asset Management, Asset Allocation, Portfolio Management, Estate Planning, Risk Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Property & Casualty..., Medicare, Health Insurance, Employee Benefits, Series 24, Series 53, Series 7, Series 65, Series 63, Series 52, Series 3, Financial Advisory, Financial Planners, Retirement, Securities, FINRA, Strategic Financial...
Education
College for Financial Planning 2000 — 2002
CFP Professional Education Program, Financial Planning and Services
Seton Hall University 1992 — 1996
Bachelor of Arts (B.A.), Economics and Political Science
Ranney Prep School 1982 — 1992
High School
Justin Cirello's MassMutual Financial Group Experience June 2014 - August 2014
Job Client Service Analyst at Reis | Commercial Real Estate Data and Analytics
Industry Real Estate
Experience
Reis Commercial Real Estate Data and Analytics September 2015 - Present
Cushman & Wakefield June 2015 - September 2015
College of Charleston January 2013 - March 2015
MassMutual Financial Group June 2014 - August 2014
Colliers International March 2014 - May 2014
Keller Williams Realty, Inc. February 2014 - March 2014
Run Jump Lift CrossFit Gym January 2008 - September 2009
Skills
Microsoft Word, PowerPoint, Project Planning, Customer Service, Process Improvement, Time Management, Leadership, Teamwork, Microsoft Office, Project Management, Microsoft Excel, Energy, Change Management, Strategic Planning, Engineering, Commercial Real Estate, Commercial Real Estate..., Financial Analysis, Financial Reporting, Social Media, Technology, Micr, CoStar, GIS, Management, Analysis, Market Research, Public Speaking, Finance, Research, Blogging, Sales, Retail, Real Estate, Investments, Marketing
Education
College of Charleston 2011 — 2015
Bachelor of Business Finance, Finance, General, Senior
Reis Commercial Real Estate Data and Analytics September 2015 - Present
Cushman & Wakefield June 2015 - September 2015
College of Charleston January 2013 - March 2015
MassMutual Financial Group June 2014 - August 2014
Colliers International March 2014 - May 2014
Keller Williams Realty, Inc. February 2014 - March 2014
Run Jump Lift CrossFit Gym January 2008 - September 2009
Skills
Microsoft Word, PowerPoint, Project Planning, Customer Service, Process Improvement, Time Management, Leadership, Teamwork, Microsoft Office, Project Management, Microsoft Excel, Energy, Change Management, Strategic Planning, Engineering, Commercial Real Estate, Commercial Real Estate..., Financial Analysis, Financial Reporting, Social Media, Technology, Micr, CoStar, GIS, Management, Analysis, Market Research, Public Speaking, Finance, Research, Blogging, Sales, Retail, Real Estate, Investments, Marketing
Education
College of Charleston 2011 — 2015
Bachelor of Business Finance, Finance, General, Senior
Jeffrey Van Steenbergen Jeffrey Van Steenbergen's MassMutual Financial Group Experience February 2012 - August 2012
Job Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte January 2015 - April 2015
Deloitte June 2014 - August 2014
Natixis Global Asset Management January 2014 - May 2014
Williamson and Melendez August 2013 - February 2014
MassMutual Financial Group February 2012 - August 2012
Connecticut Investors Group May 2010 - August 2010
Portland High School September 2006 - February 2010
Clark University January 2009 - May 2009
Skills
Financial Analysis, Research, Microsoft Excel, Corporate Finance, PowerPoint, Access, Microsoft Word, Accounting, Microsoft Office, Financial Modeling, Outlook, Public Speaking, Mutual Funds, Bloomberg, Valuation, Economics, Investments, Asset Allocation, Corporate Law, Tax Law, Sports
Education
Suffolk University Law School 2012 — 2015
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Clark University 2010 — 2012
MBA, finance and accounting
Clark University 2008 — 2011
Bachelor of Arts, Economics
Deloitte January 2015 - April 2015
Deloitte June 2014 - August 2014
Natixis Global Asset Management January 2014 - May 2014
Williamson and Melendez August 2013 - February 2014
MassMutual Financial Group February 2012 - August 2012
Connecticut Investors Group May 2010 - August 2010
Portland High School September 2006 - February 2010
Clark University January 2009 - May 2009
Skills
Financial Analysis, Research, Microsoft Excel, Corporate Finance, PowerPoint, Access, Microsoft Word, Accounting, Microsoft Office, Financial Modeling, Outlook, Public Speaking, Mutual Funds, Bloomberg, Valuation, Economics, Investments, Asset Allocation, Corporate Law, Tax Law, Sports
Education
Suffolk University Law School 2012 — 2015
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Clark University 2010 — 2012
MBA, finance and accounting
Clark University 2008 — 2011
Bachelor of Arts, Economics
Christine LaFlamme Christine LaFlamme's MassMutual Financial Group Experience November 2006 - Present
Job Financial Analyst at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 2006 - Present
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Finance, Retirement Planning, Insurance, Financial Reporting, Risk Management, Financial Services, Investments, Series 7
Education
Northwestern University 2013 — 2016
Master of Science, Predictive Analytics, 3.7 GPA
College of Our Lady of the Elms
Bachelor of Arts (B.A.), Mathematics and Computer Science, 3.8 GPA- Magna Cum Laude
MassMutual Financial Group November 2006 - Present
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Finance, Retirement Planning, Insurance, Financial Reporting, Risk Management, Financial Services, Investments, Series 7
Education
Northwestern University 2013 — 2016
Master of Science, Predictive Analytics, 3.7 GPA
College of Our Lady of the Elms
Bachelor of Arts (B.A.), Mathematics and Computer Science, 3.8 GPA- Magna Cum Laude
Carrie Kagan Carrie Kagan's MassMutual Financial Group Experience January 2007 - August 2013
Job Sr. Project Manager at Insurity
Industry Information Technology and Services
Experience
Insurity August 2013 - Present
MassMutual Financial Group January 2007 - August 2013
Wells Fargo 2003 - 2007
The Hartford 1998 - 2003
Skills
Project Management, Program Management, Portfolio Management, SDLC, Application Lifecycle..., PMBOK, PMI, Coaching, Mentoring, IT Strategy, Strategic Planning, Resource Management, Business Analysis, Software Development..., Requirements Gathering, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, PeopleSoft, WMA, Business Services, Crystal Reports, ITIL v3 Foundations..., ITIL v3 Continual..., ITIL v3 Operational..., Oracle SQL Developer, SQL*Plus, Unix, PL/SQL, Vantage-One, BCMS, Requirements Analysis, Project Portfolio..., Vendor Management, Process Improvement, Visio, Business Process..., Insurance
Education
College of Our Lady of the Elms 1995 — 1998
Bachelor of Arts (B.A.), Accounting
Holyoke Community College 1993 — 1995
Associate of Science (A.S.), Business Administration and Management, General
Insurity August 2013 - Present
MassMutual Financial Group January 2007 - August 2013
Wells Fargo 2003 - 2007
The Hartford 1998 - 2003
Skills
Project Management, Program Management, Portfolio Management, SDLC, Application Lifecycle..., PMBOK, PMI, Coaching, Mentoring, IT Strategy, Strategic Planning, Resource Management, Business Analysis, Software Development..., Requirements Gathering, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, PeopleSoft, WMA, Business Services, Crystal Reports, ITIL v3 Foundations..., ITIL v3 Continual..., ITIL v3 Operational..., Oracle SQL Developer, SQL*Plus, Unix, PL/SQL, Vantage-One, BCMS, Requirements Analysis, Project Portfolio..., Vendor Management, Process Improvement, Visio, Business Process..., Insurance
Education
College of Our Lady of the Elms 1995 — 1998
Bachelor of Arts (B.A.), Accounting
Holyoke Community College 1993 — 1995
Associate of Science (A.S.), Business Administration and Management, General
Catherine R. Gavalas's MassMutual Financial Group Experience May 2001 - March 2010
Job Business Manager at MassMutual South Carolina
Industry Accounting
Experience
Gold Ridge Asset Management, LLC June 2013 - Present
MassMutual South Carolina June 2001 - Present
Independent Accounting and Financial Management Consultant 2010 - June 2013
MassMutual Financial Group May 2001 - March 2010
Skills
Event Planning, Management, Microsoft Excel, Financial Analysis, Accounting, Finance, Leadership
Education
College of Charleston
BS, Communications, French
Gold Ridge Asset Management, LLC June 2013 - Present
MassMutual South Carolina June 2001 - Present
Independent Accounting and Financial Management Consultant 2010 - June 2013
MassMutual Financial Group May 2001 - March 2010
Skills
Event Planning, Management, Microsoft Excel, Financial Analysis, Accounting, Finance, Leadership
Education
College of Charleston
BS, Communications, French
Polly Danyla Polly Danyla's MassMutual Financial Group Experience 2009 - January 2011
Job Owner at Mother's Morning Out Nursery School
Industry Financial Services
Experience
Mother's Morning Out Nursery School August 2003 - Present
Mass Mutual, Legacy Financial Services December 2011 - March 2012
MassMutual Financial Group 2009 - January 2011
Ameriprise Financial Services, Inc May 2008 - March 2009
American Express December 1995 - March 2002
Skills
Recruiting, Sourcing, CRM, Leadership, Management, Cold Calling, Sales, Sales Management, Program Management, Business Planning, Business Networking, Talent Acquisition, Insurance, Employee Benefits, Financial Services, Strategic Financial..., Talent Management, Applicant Tracking..., Executive Search, Leadership Development, Relationship Management, Business Development, Consulting, Finance, Marketing, New Business Development, Retirement Planning, Strategy, Training, Vendor Management
Education
College of Charleston 1984 — 1987
BS, Business
St Mary's College 1982 — 1983
Mother's Morning Out Nursery School August 2003 - Present
Mass Mutual, Legacy Financial Services December 2011 - March 2012
MassMutual Financial Group 2009 - January 2011
Ameriprise Financial Services, Inc May 2008 - March 2009
American Express December 1995 - March 2002
Skills
Recruiting, Sourcing, CRM, Leadership, Management, Cold Calling, Sales, Sales Management, Program Management, Business Planning, Business Networking, Talent Acquisition, Insurance, Employee Benefits, Financial Services, Strategic Financial..., Talent Management, Applicant Tracking..., Executive Search, Leadership Development, Relationship Management, Business Development, Consulting, Finance, Marketing, New Business Development, Retirement Planning, Strategy, Training, Vendor Management
Education
College of Charleston 1984 — 1987
BS, Business
St Mary's College 1982 — 1983
Christine Gouin Christine Gouin's MassMutual Financial Group Experience June 2010 - Present
Job Paralegal at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group June 2010 - Present
MassMutual Financial Group April 2001 - June 2010
Western Massachusetts Training Consortium February 1997 - September 1997
Skills
Corporate Law, Real Estate
Education
College of Our Lady of the Elms 1999 — 2000
Certificate, Advanced Paralegal Studies, GPA 4.00
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government, GPA 3.88
MassMutual Financial Group June 2010 - Present
MassMutual Financial Group April 2001 - June 2010
Western Massachusetts Training Consortium February 1997 - September 1997
Skills
Corporate Law, Real Estate
Education
College of Our Lady of the Elms 1999 — 2000
Certificate, Advanced Paralegal Studies, GPA 4.00
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government, GPA 3.88
Laura Toomer Laura Toomer's MassMutual Financial Group Experience March 2015 - April 2015
Job I help people find money that they maybe loosing unknowingly or unnecessarily.
Industry Financial Services
Experience
Summit Advisory Group April 2015 - Present
MassMutual Financial Group March 2015 - April 2015
Skills
Insurance, Finance, Securities, Financial Services, Term Life Insurance, Licensed Life Insurance..., Annuity Sales, Portfolio Management, Financial Planners, Whole Life, Series 65, Retirement Planning, Permanent Life Insurance, Qualified Retirement..., Strategic Financial..., Retirement Savings, Financial Advisory, 403 b, Asset Protection, Investment Advisory, Retirement Plan..., Income Protection, Personal Financial..., Charitable Gift Planning, Universal Life, Analysis, FINRA, Wealth Management..., Underwriting, Licensed in Long Term..., 401(k) Rollovers, Key person protection, Section 79 Life..., Retirement, Disability Insurance
Education
Colby College
Bachelor's degree, History
Summit Advisory Group April 2015 - Present
MassMutual Financial Group March 2015 - April 2015
Skills
Insurance, Finance, Securities, Financial Services, Term Life Insurance, Licensed Life Insurance..., Annuity Sales, Portfolio Management, Financial Planners, Whole Life, Series 65, Retirement Planning, Permanent Life Insurance, Qualified Retirement..., Strategic Financial..., Retirement Savings, Financial Advisory, 403 b, Asset Protection, Investment Advisory, Retirement Plan..., Income Protection, Personal Financial..., Charitable Gift Planning, Universal Life, Analysis, FINRA, Wealth Management..., Underwriting, Licensed in Long Term..., 401(k) Rollovers, Key person protection, Section 79 Life..., Retirement, Disability Insurance
Education
Colby College
Bachelor's degree, History
Joseph Weber, CFS AAMS® Joseph Weber, CFS AAMS®'s MassMutual Financial Group Experience 2005 - 2008
Job President Wealth Management Services
Industry Financial Services
Experience
Integrated Financial Solutions, PLLC 2008 - Present
GET Phoenix Young Professionals January 2014 - Present
Principal Financial Group 2008 - 2015
The Dollarhide Financial Group, LLC May 2005 - June 2008
MassMutual Financial Group 2005 - 2008
C.W. Barsness, CPA 2000 - 2005
Skills
Wealth Management, Retirement Plan..., Retirement Planning, Portfolio Management, Strategic Financial..., Financial Planning, Retirement, Investments, Asset Allocation, Asset Managment, Insurance, Financial Services, Pensions, Asset Management, 401k, Financial Advisory, Mutual Funds, Series 7, Finance, Employee Benefits
Education
National Association of Plan Advisors
Qualified Plan Financial Consultant
College for Financial Planning
Accredited Asset Management Specialist (AAMS)
Institute for Business and Finance
Certified Funds Specialists
Integrated Financial Solutions, PLLC 2008 - Present
GET Phoenix Young Professionals January 2014 - Present
Principal Financial Group 2008 - 2015
The Dollarhide Financial Group, LLC May 2005 - June 2008
MassMutual Financial Group 2005 - 2008
C.W. Barsness, CPA 2000 - 2005
Skills
Wealth Management, Retirement Plan..., Retirement Planning, Portfolio Management, Strategic Financial..., Financial Planning, Retirement, Investments, Asset Allocation, Asset Managment, Insurance, Financial Services, Pensions, Asset Management, 401k, Financial Advisory, Mutual Funds, Series 7, Finance, Employee Benefits
Education
National Association of Plan Advisors
Qualified Plan Financial Consultant
College for Financial Planning
Accredited Asset Management Specialist (AAMS)
Institute for Business and Finance
Certified Funds Specialists
Stephen Malter Stephen Malter's MassMutual Financial Group Experience October 2001 - July 2006
Job Divisional Vice President at Protective Life
Industry Insurance
Experience
Protective Life March 2009 - Present
American General Life Companies November 2006 - March 2009
MassMutual Financial Group October 2001 - July 2006
Manulife Financial January 2001 - September 2001
ePlanning Securities March 2000 - December 2000
Skills
Wholesaling, Insurance, Brokers, Series 7, Wealth
Education
The American College
Chartered Financial Consultant, Financial Planning
The American College
Chartered Life Underwriter, Life Insurance
The College of Financial Planning 1986 — 1989
Certified Financial Planner, Financial Planning
Colgate University 1978 — 1982
Bachelor of Arts, Geology
Colgate University 1978 — 1982
Bachelor of Arts (BA), Geology
Protective Life March 2009 - Present
American General Life Companies November 2006 - March 2009
MassMutual Financial Group October 2001 - July 2006
Manulife Financial January 2001 - September 2001
ePlanning Securities March 2000 - December 2000
Skills
Wholesaling, Insurance, Brokers, Series 7, Wealth
Education
The American College
Chartered Financial Consultant, Financial Planning
The American College
Chartered Life Underwriter, Life Insurance
The College of Financial Planning 1986 — 1989
Certified Financial Planner, Financial Planning
Colgate University 1978 — 1982
Bachelor of Arts, Geology
Colgate University 1978 — 1982
Bachelor of Arts (BA), Geology
Clare Goodwin Clare Goodwin's MassMutual Financial Group Experience 2008 - 2008
Job Senior Campaign Developer at ADP
Industry Marketing and Advertising
Michael W. Moon's MassMutual Financial Group Experience January 1995 - December 1999
Job CFP, CRPC at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors October 2000 - Present
MassMutual Financial Group January 1995 - December 1999
Connecticut Mutual January 1986 - February 1996
Skills
Retirement, Strategic Financial..., Insurance, Financial Advisory, Investments, Securities, IRAs, Portfolio Management, Investment Advisory, Retirement Planning, Estate Planning, Small Business, Personal Finance, Asset Management, Certified Financial..., Finance, Financial Services, Wealth Management, Marketing
Education
College for Financial Planning 1985 — 1987
CFP, CRPC, Financial Planning
Lincoln Financial Advisors October 2000 - Present
MassMutual Financial Group January 1995 - December 1999
Connecticut Mutual January 1986 - February 1996
Skills
Retirement, Strategic Financial..., Insurance, Financial Advisory, Investments, Securities, IRAs, Portfolio Management, Investment Advisory, Retirement Planning, Estate Planning, Small Business, Personal Finance, Asset Management, Certified Financial..., Finance, Financial Services, Wealth Management, Marketing
Education
College for Financial Planning 1985 — 1987
CFP, CRPC, Financial Planning
Jeffrey Isaac, CRPS, AIF Jeffrey Isaac, CRPS, AIF's MassMutual Financial Group Experience March 2014 - Present
Job Managing Director Emerging Markets at MassMutual Financial Group
Industry Investment Management
Experience
MassMutual Financial Group March 2014 - Present
Pilot Benefits November 2012 - March 2014
UBS Financial Services December 2002 - October 2012
Salomon Smith Barney July 1998 - November 2001
Skills
401k, Series 7, Series 66, Mutual Funds, Retirement Planning, Investment Advisory, Investments, Retirement, Asset Managment, Separately Managed...
Education
College for Financial Planning 2009 — 2009
CRPS, Chartered Retired Plans Specialist Designation
New York University SCPS
CFP Coursework
State University of New York at Albany 1995 — 1998
English, Double Minor in Business and Spanish
MassMutual Financial Group March 2014 - Present
Pilot Benefits November 2012 - March 2014
UBS Financial Services December 2002 - October 2012
Salomon Smith Barney July 1998 - November 2001
Skills
401k, Series 7, Series 66, Mutual Funds, Retirement Planning, Investment Advisory, Investments, Retirement, Asset Managment, Separately Managed...
Education
College for Financial Planning 2009 — 2009
CRPS, Chartered Retired Plans Specialist Designation
New York University SCPS
CFP Coursework
State University of New York at Albany 1995 — 1998
English, Double Minor in Business and Spanish
Brian Lalli's MassMutual Financial Group Experience May 2014 - July 2014
Job Division I Student Athlete at Colgate University
Industry Financial Services
Experience
Uplifting Athletes January 2014 - Present
Division I Varsity Football, Colgate University August 2012 - Present
MassMutual Financial Group May 2014 - July 2014
Century Dental Associates May 2012 - January 2014
Wegmans Food Markets May 2009 - January 2013
Skills
Writing, Economics, Social Media, Public Speaking, Leadership, Marketing, Team Building, Fundraising, Research, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Communication, Insurance Brokerage, Teamwork
Education
Colgate University 2012 — 2016
Bachelor of Arts (BA), Economics
Valley View High School 2008 — 2012
Uplifting Athletes January 2014 - Present
Division I Varsity Football, Colgate University August 2012 - Present
MassMutual Financial Group May 2014 - July 2014
Century Dental Associates May 2012 - January 2014
Wegmans Food Markets May 2009 - January 2013
Skills
Writing, Economics, Social Media, Public Speaking, Leadership, Marketing, Team Building, Fundraising, Research, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Communication, Insurance Brokerage, Teamwork
Education
Colgate University 2012 — 2016
Bachelor of Arts (BA), Economics
Valley View High School 2008 — 2012
Jeff Segerstrom, CFP's MassMutual Financial Group Experience January 1995 - June 1999
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1999 - Present
MassMutual Financial Group January 1995 - June 1999
Lutheran Brotherhood June 1985 - December 1994
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Series 63, Equities, Fixed Income, Investment Strategies, Securities, Wealth Management..., Fixed Annuities, Estate Planning, Insurance
Education
College for Financial Planning 1993 — 1994
Certified Financial Planner, Estate Planning, Retirement Planning, Wealth Management Advisor
Merrill Lynch June 1999 - Present
MassMutual Financial Group January 1995 - June 1999
Lutheran Brotherhood June 1985 - December 1994
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Series 63, Equities, Fixed Income, Investment Strategies, Securities, Wealth Management..., Fixed Annuities, Estate Planning, Insurance
Education
College for Financial Planning 1993 — 1994
Certified Financial Planner, Estate Planning, Retirement Planning, Wealth Management Advisor
Jennifer Rego Pipia Jennifer Rego Pipia's MassMutual Financial Group Experience July 2012 - Present
Job Strategy & Competitive Intelligence Leader
Industry Financial Services
Experience
MassMutual Financial Group July 2012 - Present
Strategic Business Solutions October 2011 - July 2012
TIAA-CREF January 2004 - October 2011
Merrill Lynch April 1999 - October 2003
City of New York January 1995 - August 1999
Skills
Strategic Planning, Market Planning, Process Development, Budget Management, Competitive Intelligence, Market Research, Team Building, Marketing Strategy, Market Analysis, Competitive Analysis, Vendor Management, Business Planning, Vendor Relations, Contract Negotiations, Market Intelligence, Business Strategy, Process Improvement, Budgets, Contract Negotiation
Education
Fordham University - Graduate School of Business Administration 1998 — 2000
MBA, Strategic Management & Marketing
Hofstra University School of Law 1991 — 1994
JD, Corporate & Environmental Law
Clark University 1987 — 1991
BA, Political Science and Government
MassMutual Financial Group July 2012 - Present
Strategic Business Solutions October 2011 - July 2012
TIAA-CREF January 2004 - October 2011
Merrill Lynch April 1999 - October 2003
City of New York January 1995 - August 1999
Skills
Strategic Planning, Market Planning, Process Development, Budget Management, Competitive Intelligence, Market Research, Team Building, Marketing Strategy, Market Analysis, Competitive Analysis, Vendor Management, Business Planning, Vendor Relations, Contract Negotiations, Market Intelligence, Business Strategy, Process Improvement, Budgets, Contract Negotiation
Education
Fordham University - Graduate School of Business Administration 1998 — 2000
MBA, Strategic Management & Marketing
Hofstra University School of Law 1991 — 1994
JD, Corporate & Environmental Law
Clark University 1987 — 1991
BA, Political Science and Government
Matt Manella, CFP® Matt Manella, CFP®'s MassMutual Financial Group Experience April 2012 - Present
Job
Industry Financial Services
Experience
MassMutual Financial Group April 2012 - Present
LPL Financial 2010 - 2011
Wachovia 2009 - 2010
Merrill Lynch 2002 - 2009
American Express Financial Advisors 2001 - 2002
Smith Barney 2001 - 2002
MFS Investment Management 2000 - 2001
Fidelity Investments 1999 - 2000
Various 1988 - 1999
Education
Gordon College 1993 — 1998
Bachelor of Arts, Biblical and Theological Studies; Minor: Marine Biology
College for Financial Planning 2000 — 2003
CFP®, Financial Planning
University of Maryland University College 2007 — 2009
Graduate Work, Accounting and Financial Management
Jerusalem University College (JUC) - Old City Jerusalem, Israel 1996 — 1997
Course Work, Biblical and Theological Studies
Sea Education Association (SEA) - Woods Hole, Massachusetts 1995 — 1996
Course Work, Marine Biology
Montana Wilderness School of the Bible (MWSB) - Augusta, Montana 1992 — 1993
St. Paul's (SP) - Brooklandville, Maryland 1989 — 1991
Valley Forge Military Academy & College 1988 — 1989
MassMutual Financial Group April 2012 - Present
LPL Financial 2010 - 2011
Wachovia 2009 - 2010
Merrill Lynch 2002 - 2009
American Express Financial Advisors 2001 - 2002
Smith Barney 2001 - 2002
MFS Investment Management 2000 - 2001
Fidelity Investments 1999 - 2000
Various 1988 - 1999
Education
Gordon College 1993 — 1998
Bachelor of Arts, Biblical and Theological Studies; Minor: Marine Biology
College for Financial Planning 2000 — 2003
CFP®, Financial Planning
University of Maryland University College 2007 — 2009
Graduate Work, Accounting and Financial Management
Jerusalem University College (JUC) - Old City Jerusalem, Israel 1996 — 1997
Course Work, Biblical and Theological Studies
Sea Education Association (SEA) - Woods Hole, Massachusetts 1995 — 1996
Course Work, Marine Biology
Montana Wilderness School of the Bible (MWSB) - Augusta, Montana 1992 — 1993
St. Paul's (SP) - Brooklandville, Maryland 1989 — 1991
Valley Forge Military Academy & College 1988 — 1989
Dave Moorefield's MassMutual Financial Group Experience September 2011 - Present
Job Assistant Vice President Payment Services at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group September 2011 - Present
MassMutual Financial Group September 2009 - August 2011
MassMutual Financial Group 2000 - September 2009
MassMutual Financial Group 1998 - 2000
UNUM 1995 - 1998
Paul Revere Life Insurance Company 1993 - 1995
Paul Revere Life Insurance Company 1990 - 1993
Skills
Leadership, Analysis, Business Development, Disability Insurance, Employee Benefits, Financial Services, Fixed Annuities, Insurance, Long-term Care, Management, Product Management, Project Management, Sales, Sales Operations, Strategy, Time Management, Process Improvement
Education
Clark University
Bachelors
MassMutual Financial Group September 2011 - Present
MassMutual Financial Group September 2009 - August 2011
MassMutual Financial Group 2000 - September 2009
MassMutual Financial Group 1998 - 2000
UNUM 1995 - 1998
Paul Revere Life Insurance Company 1993 - 1995
Paul Revere Life Insurance Company 1990 - 1993
Skills
Leadership, Analysis, Business Development, Disability Insurance, Employee Benefits, Financial Services, Fixed Annuities, Insurance, Long-term Care, Management, Product Management, Project Management, Sales, Sales Operations, Strategy, Time Management, Process Improvement
Education
Clark University
Bachelors
Tom Graffeo, CFP CIMA Tom Graffeo, CFP CIMA's MassMutual Financial Group Experience May 1999 - December 2001
Job Partner, Applied Financial Planning, Inc. with 30 years of experience
Industry Financial Services
Experience
Applied Financial Planning, Inc. November 2008 - Present
ING Investment Management December 2007 - October 2008
AllianceBernstein Investments December 2001 - December 2007
MassMutual Financial Group May 1999 - December 2001
Morgan Stanley Dean Witter August 1998 - March 1999
Touchstone Investment Management July 1997 - August 1998
Transamerica Financial Resources August 1996 - July 1997
BA Investment Services, BankAmerica Corporation January 1991 - August 1996
Griffin Financial Services, Home Savings of America August 1989 - January 1991
Shearson Lehman Brothers September 1985 - August 1989
Skills
Investment Management, Financial Planning, Investment Review, Retirement Income..., Asset Protection, Estate Planning, Investment Grade and..., Management Advisory..., Finance, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Tax Strategies and..., Securities, Credit Analysis, Credit, Banking, Retirement Planning
Education
Wharton School, University of Pennsylvania 2004 — 2005
Certified Investment Management Analyst, Investment Management and Analysis
College for Financial Planning 2000 — 2001
Certified Financial Planner, Finance-Investment Management
University of Southern California 1981 — 1985
Bachelor of Arts (B.A.), Economics
Applied Financial Planning, Inc. November 2008 - Present
ING Investment Management December 2007 - October 2008
AllianceBernstein Investments December 2001 - December 2007
MassMutual Financial Group May 1999 - December 2001
Morgan Stanley Dean Witter August 1998 - March 1999
Touchstone Investment Management July 1997 - August 1998
Transamerica Financial Resources August 1996 - July 1997
BA Investment Services, BankAmerica Corporation January 1991 - August 1996
Griffin Financial Services, Home Savings of America August 1989 - January 1991
Shearson Lehman Brothers September 1985 - August 1989
Skills
Investment Management, Financial Planning, Investment Review, Retirement Income..., Asset Protection, Estate Planning, Investment Grade and..., Management Advisory..., Finance, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Tax Strategies and..., Securities, Credit Analysis, Credit, Banking, Retirement Planning
Education
Wharton School, University of Pennsylvania 2004 — 2005
Certified Investment Management Analyst, Investment Management and Analysis
College for Financial Planning 2000 — 2001
Certified Financial Planner, Finance-Investment Management
University of Southern California 1981 — 1985
Bachelor of Arts (B.A.), Economics
Damon Phelan Damon Phelan's MassMutual Financial Group Experience August 2013 - Present
Job General Agent at Mass Mutual
Industry Financial Services
Experience
MassMutual Financial Group August 2013 - Present
MassMutual Financial Group July 2012 - July 2013
Northwestern Mutual January 2008 - July 2012
Northwestern Mutual June 2000 - January 2008
Northwestern Mutual January 1997 - June 2000
Northwestern Mutual June 1989 - January 1997
Skills
Damon's Secrurities..., Disability Insurance, Public Speaking, Insurance, Fixed Annuities, Strategic Financial..., Estate Planning, Retirement Planning, Investments, Series 7, Social Networking, Series 63, Life Insurance, Mutual Funds, Long-term Care, Retirement
Education
Colgate University 1985 — 1989
Bachelor of Arts (B.A.), History
MassMutual Financial Group August 2013 - Present
MassMutual Financial Group July 2012 - July 2013
Northwestern Mutual January 2008 - July 2012
Northwestern Mutual June 2000 - January 2008
Northwestern Mutual January 1997 - June 2000
Northwestern Mutual June 1989 - January 1997
Skills
Damon's Secrurities..., Disability Insurance, Public Speaking, Insurance, Fixed Annuities, Strategic Financial..., Estate Planning, Retirement Planning, Investments, Series 7, Social Networking, Series 63, Life Insurance, Mutual Funds, Long-term Care, Retirement
Education
Colgate University 1985 — 1989
Bachelor of Arts (B.A.), History
Sreejith K Menon Sreejith K Menon's MassMutual Financial Group Experience January 2013 - December 2014
Job Business Solutions Analyst at Zurich North America
Industry Insurance
Experience
Zurich North America January 2015 - Present
Cognizant Technology Solutions January 2013 - December 2014
MassMutual Financial Group January 2013 - December 2014
Liberty Mutual Insurance August 2005 - January 2013
Cognizant Technology Solutions December 2011 - December 2012
Cognizant Tech. Solutions June 2003 - December 2011
Cognizant Technology Solutions 2005 - 2009
MetLife June 2003 - July 2005
Skills
DB2, Program Management, Software Project..., Data Warehousing, Agile Methodologies, PMP, Requirements Gathering, Business Analysis, Project Management, Unix, Data Modeling, SDLC, Enterprise Architecture, Global Delivery, Databases, IT Strategy, Solution Architecture, SharePoint, Requirements Analysis, User Acceptance Testing, Spring, Analytics, XML, Software Development, Visio, Agile Project Management, Scrum, Business Intelligence, Vendor Management, Integration, Pre-sales
Education
College of Engineering, Trivandrum 2000 — 2003
MCA, Master of Computer Applications.
University of Kerala 2000 — 2003
Master of Computer Applications (MCA), Computer/Information Technology Administration and Management
University of Calicut 1996 — 1999
Bachelor's degree, Mathematics and Statistics
Victoria College, Palakkad, Kerala. 1996 — 1999
BSc., Mathematics and Statistics.
Zurich North America January 2015 - Present
Cognizant Technology Solutions January 2013 - December 2014
MassMutual Financial Group January 2013 - December 2014
Liberty Mutual Insurance August 2005 - January 2013
Cognizant Technology Solutions December 2011 - December 2012
Cognizant Tech. Solutions June 2003 - December 2011
Cognizant Technology Solutions 2005 - 2009
MetLife June 2003 - July 2005
Skills
DB2, Program Management, Software Project..., Data Warehousing, Agile Methodologies, PMP, Requirements Gathering, Business Analysis, Project Management, Unix, Data Modeling, SDLC, Enterprise Architecture, Global Delivery, Databases, IT Strategy, Solution Architecture, SharePoint, Requirements Analysis, User Acceptance Testing, Spring, Analytics, XML, Software Development, Visio, Agile Project Management, Scrum, Business Intelligence, Vendor Management, Integration, Pre-sales
Education
College of Engineering, Trivandrum 2000 — 2003
MCA, Master of Computer Applications.
University of Kerala 2000 — 2003
Master of Computer Applications (MCA), Computer/Information Technology Administration and Management
University of Calicut 1996 — 1999
Bachelor's degree, Mathematics and Statistics
Victoria College, Palakkad, Kerala. 1996 — 1999
BSc., Mathematics and Statistics.
Brian Hartung's MassMutual Financial Group Experience July 2015 - Present
Job Agent at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2015 - Present
Garden City Country Club May 2004 - September 2012
Education
College of Charleston 2012 — 2015
Bachelor of Science (B.S.), Accounting
Garden City High School 2005 — 2009
High School Diploma
MassMutual Financial Group July 2015 - Present
Garden City Country Club May 2004 - September 2012
Education
College of Charleston 2012 — 2015
Bachelor of Science (B.S.), Accounting
Garden City High School 2005 — 2009
High School Diploma
Ryland Hudnall's MassMutual Financial Group Experience October 2014 - Present
Job President and General Agent at MassMutual Financial Group The South Carolina Agency
Industry Financial Services
Experience
MassMutual Financial Group October 2014 - Present
Atlantic Coast Advisory Group of Charleston September 2013 - Present
MassMutual Financial Group May 2010 - September 2013
New York Life Insurance Company January 2008 - April 2010
New York Life Insurance Company June 2005 - January 2008
Skills
Employee Benefits, Financial Services, Retirement, Sales, Sales Management, Recruiting, Fixed Annuities, Retirement Planning, Life Insurance, Estate Planning, Wealth Management, Wealth Accumulation, Series 6, Series 63, Series 7, Insurance, Investments, Financial Advisory, IRAs, Finance, Management, Leadership
Education
College of Charleston 1996 — 2002
BA, Business/Communications
The American College
CLU, ChFC
MassMutual Financial Group October 2014 - Present
Atlantic Coast Advisory Group of Charleston September 2013 - Present
MassMutual Financial Group May 2010 - September 2013
New York Life Insurance Company January 2008 - April 2010
New York Life Insurance Company June 2005 - January 2008
Skills
Employee Benefits, Financial Services, Retirement, Sales, Sales Management, Recruiting, Fixed Annuities, Retirement Planning, Life Insurance, Estate Planning, Wealth Management, Wealth Accumulation, Series 6, Series 63, Series 7, Insurance, Investments, Financial Advisory, IRAs, Finance, Management, Leadership
Education
College of Charleston 1996 — 2002
BA, Business/Communications
The American College
CLU, ChFC
Conor Hayden, MBA's MassMutual Financial Group Experience September 2010 - August 2011
Job Associate at Potamus Trading LLC
Industry Financial Services
Experience
Potamus Trading LLC September 2013 - Present
Brown Brothers Harriman March 2012 - September 2013
Planet Fitness November 2011 - March 2012
Harvard University August 2011 - December 2011
MassMutual Financial Group September 2010 - August 2011
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Reporting, Hedge Funds, ETFs, Fund Accounting, Financial Services, Alternative Investments, Bloomberg Terminal, Fixed Income, Fund Administration, Process Improvement, Financial Analysis, Accounting, Bloomberg
Education
Western New England College 2009 — 2011
Master of Business Administration, Business Administration and Management, General
Clarkson University 2005 — 2009
Bachelor of Science, Interdisciplinary Engineering & Management
Potamus Trading LLC September 2013 - Present
Brown Brothers Harriman March 2012 - September 2013
Planet Fitness November 2011 - March 2012
Harvard University August 2011 - December 2011
MassMutual Financial Group September 2010 - August 2011
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Reporting, Hedge Funds, ETFs, Fund Accounting, Financial Services, Alternative Investments, Bloomberg Terminal, Fixed Income, Fund Administration, Process Improvement, Financial Analysis, Accounting, Bloomberg
Education
Western New England College 2009 — 2011
Master of Business Administration, Business Administration and Management, General
Clarkson University 2005 — 2009
Bachelor of Science, Interdisciplinary Engineering & Management
Steve Orchekowsky ChFC®, CLU®, CMFC®'s MassMutual Financial Group Experience January 2011 - August 2011
Job Retirement Plan Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - April 2015
LPL Financial November 2012 - March 2014
Hartford Financial Services Group October 2011 - October 2012
MassMutual Financial Group January 2011 - August 2011
Principal Financial Group March 2006 - January 2011
United States Navy and Naval Reserve August 1986 - March 2007
Great-West Financial April 2004 - April 2006
MassMutual Financial Group June 2000 - April 2004
Skills
Wealth Accumulation..., Estate Planning, Asset Allocation, Brokerage Accounts, 401 (k), 403 (b), SEP &..., Variable Annuities, Roth IRA, Traditional IRA, Informal Business..., business continuation..., Business Overhead..., Buy-sell Agreements, buy-sell review, Charitible giving, Deferred Compensation..., Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, Series 66, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, College Funding..., Term Life Insurance, Universal Life Insurance, Fixed Annuities, Whole Life Insurance, Whole Life, Financial Advisory, IRAs, 403 b, Disability Insurance, Fixed Income, FINRA, Investments, Investment Management, Wealth Management, Retirement Planning
Education
The American College 2007 — 2014
Investment, Insurance and Estate Planning
College for Financial Planning 2005 — 2005
Mutual Funds and Investment Companies
Northwest University
Business
Ameriprise Financial Services, Inc. March 2014 - April 2015
LPL Financial November 2012 - March 2014
Hartford Financial Services Group October 2011 - October 2012
MassMutual Financial Group January 2011 - August 2011
Principal Financial Group March 2006 - January 2011
United States Navy and Naval Reserve August 1986 - March 2007
Great-West Financial April 2004 - April 2006
MassMutual Financial Group June 2000 - April 2004
Skills
Wealth Accumulation..., Estate Planning, Asset Allocation, Brokerage Accounts, 401 (k), 403 (b), SEP &..., Variable Annuities, Roth IRA, Traditional IRA, Informal Business..., business continuation..., Business Overhead..., Buy-sell Agreements, buy-sell review, Charitible giving, Deferred Compensation..., Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, Series 66, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, College Funding..., Term Life Insurance, Universal Life Insurance, Fixed Annuities, Whole Life Insurance, Whole Life, Financial Advisory, IRAs, 403 b, Disability Insurance, Fixed Income, FINRA, Investments, Investment Management, Wealth Management, Retirement Planning
Education
The American College 2007 — 2014
Investment, Insurance and Estate Planning
College for Financial Planning 2005 — 2005
Mutual Funds and Investment Companies
Northwest University
Business
Abigail Vispo's MassMutual Financial Group Experience June 2007 - August 2008
Job Staffing Associate at AppleOne Employment Services
Industry Staffing and Recruiting
Experience
AppleOne Employment Services May 2015 - Present
Stony Brook University August 2013 - May 2014
Stony Brook University January 2013 - May 2014
Jawonio June 2012 - August 2012
Stony Brook University June 2009 - May 2011
MassMutual Financial Group June 2007 - August 2008
Skills
Higher Education, Student Affairs, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Community Outreach, Student Development, Editing, Social Media, Nonprofits, Program Development, Fundraising, Customer Service, Social Networking
Education
Stony Brook University 2013 — 2014
Master of Arts (MA), Higher Education/Higher Education Administration
Stony Brook University 2008 — 2011
Bachelor's degree, Health Science/Disabilities Studies
City University of New York-Hunter College 2006 — 2008
Liberal Arts and Sciences/Liberal Studies
AppleOne Employment Services May 2015 - Present
Stony Brook University August 2013 - May 2014
Stony Brook University January 2013 - May 2014
Jawonio June 2012 - August 2012
Stony Brook University June 2009 - May 2011
MassMutual Financial Group June 2007 - August 2008
Skills
Higher Education, Student Affairs, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Community Outreach, Student Development, Editing, Social Media, Nonprofits, Program Development, Fundraising, Customer Service, Social Networking
Education
Stony Brook University 2013 — 2014
Master of Arts (MA), Higher Education/Higher Education Administration
Stony Brook University 2008 — 2011
Bachelor's degree, Health Science/Disabilities Studies
City University of New York-Hunter College 2006 — 2008
Liberal Arts and Sciences/Liberal Studies
Jingqian Christine LaFlamme Jingqian Christine LaFlamme's MassMutual Financial Group Experience January 1996 - Present
Job
Industry Insurance
Experience
MassMutual Financial Group January 1996 - Present
Skills
TECHNICAL SKILLS ...
Education
Northwestern University 2013 — 2017
Master’s Degree, Predictive Analytics, 3.7 GPA
College of Our Lady of the Elms 2004 — 2008
Bachelor’s Degree, Mathematics and Computer Science, 3.8 GPA - Magna Cum Laude
MassMutual Financial Group January 1996 - Present
Skills
TECHNICAL SKILLS ...
Education
Northwestern University 2013 — 2017
Master’s Degree, Predictive Analytics, 3.7 GPA
College of Our Lady of the Elms 2004 — 2008
Bachelor’s Degree, Mathematics and Computer Science, 3.8 GPA - Magna Cum Laude
Christopher Sarnowski Christopher Sarnowski's MassMutual Financial Group Experience May 2015 - Present
Job Student at Clarion University of Pennsylvania
Industry Financial Services
Experience
MassMutual Financial Group May 2015 - Present
Skills
Life Insurance, Term Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Disability Insurance, Customer Service, Project Management, Public Speaking, Leadership, Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Research
Education
Clarion University of Pennsylvania 2012 — 2016
Business and Personal/Financial Services Marketing Operations
Clarion University of Pennsylvania 2012 — 2016
Business and Personal/Financial Services Marketing Operations
MassMutual Financial Group May 2015 - Present
Skills
Life Insurance, Term Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Disability Insurance, Customer Service, Project Management, Public Speaking, Leadership, Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Research
Education
Clarion University of Pennsylvania 2012 — 2016
Business and Personal/Financial Services Marketing Operations
Clarion University of Pennsylvania 2012 — 2016
Business and Personal/Financial Services Marketing Operations
Brady Ramthun Brady Ramthun's MassMutual Financial Group Experience April 2015 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group April 2015 - Present
American Eagle October 2011 - November 2014
Skills
Financial Services, Series 6, Series 63, Life & Health Insurance..., Mutual Funds, Life Insurance, Health Insurance, Financial Analysis, Social Media Marketing, Facebook, Advertising, Social Networking, PowerPoint, Sales, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Event Planning, Marketing Communications, Public Speaking, Leadership
Education
Coastal Carolina University 2012 — 2014
Bachelor's of Finance and Marketing
University of St. Thomas 2010 — 2011
MassMutual Financial Group April 2015 - Present
American Eagle October 2011 - November 2014
Skills
Financial Services, Series 6, Series 63, Life & Health Insurance..., Mutual Funds, Life Insurance, Health Insurance, Financial Analysis, Social Media Marketing, Facebook, Advertising, Social Networking, PowerPoint, Sales, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Event Planning, Marketing Communications, Public Speaking, Leadership
Education
Coastal Carolina University 2012 — 2014
Bachelor's of Finance and Marketing
University of St. Thomas 2010 — 2011
Roland Raleigh Martin, CFP®, AWMA® Roland Raleigh Martin, CFP®, AWMA®'s MassMutual Financial Group Experience 1992 - 1995
Job Integrated financial planning services to create and protect wealth and secure lifetime income.
Industry Financial Services
Experience
Great Circle Wealth Strategies July 2014 - Present
Securities America, Inc. Member FINRA/SIPC July 2014 - Present
Securities America Advisors, Inc. July 2014 - Present
VALIC Financial Advisors, Inc. June 1999 - July 2014
Wells Fargo Home Mortgage 1995 - 1999
MassMutual Financial Group 1992 - 1995
Davenport, Dukes & Associates 1991 - 1992
Cenit Bank for Savings 1988 - 1991
Investors Home Mortgage Corp. 1983 - 1988
US Navy June 1979 - July 1983
Skills
Wealth Management, Retirement Income..., Guaranteed Lifetime..., Income Protection, Investment Advisory, Wealth Preservation..., 401k Rollovers, Financial Education, Financial Planning, Retirement Planning, Finance, Retirement, Mutual Funds, Mortgage Lending, Certified Financial..., Personal Financial..., Variable Annuities, Life Insurance, Qualified Retirement..., Equity Indexed Annuities, Sailing, Financial Advisory, Investment Strategies, Estate Planning, IRAs, Retirement Savings, Long Term Care Insurance, Social Security
Education
College for Financial Planning 2009 — 2009
Accredited Wealth Management Advisor professional designation, Wealth Management
University of North Carolina at Chapel Hill 1975 — 1979
BS Industrial Relations, Economics
The American College
Chartered Financial Consultant education program, Financial Planning and Services
Great Circle Wealth Strategies July 2014 - Present
Securities America, Inc. Member FINRA/SIPC July 2014 - Present
Securities America Advisors, Inc. July 2014 - Present
VALIC Financial Advisors, Inc. June 1999 - July 2014
Wells Fargo Home Mortgage 1995 - 1999
MassMutual Financial Group 1992 - 1995
Davenport, Dukes & Associates 1991 - 1992
Cenit Bank for Savings 1988 - 1991
Investors Home Mortgage Corp. 1983 - 1988
US Navy June 1979 - July 1983
Skills
Wealth Management, Retirement Income..., Guaranteed Lifetime..., Income Protection, Investment Advisory, Wealth Preservation..., 401k Rollovers, Financial Education, Financial Planning, Retirement Planning, Finance, Retirement, Mutual Funds, Mortgage Lending, Certified Financial..., Personal Financial..., Variable Annuities, Life Insurance, Qualified Retirement..., Equity Indexed Annuities, Sailing, Financial Advisory, Investment Strategies, Estate Planning, IRAs, Retirement Savings, Long Term Care Insurance, Social Security
Education
College for Financial Planning 2009 — 2009
Accredited Wealth Management Advisor professional designation, Wealth Management
University of North Carolina at Chapel Hill 1975 — 1979
BS Industrial Relations, Economics
The American College
Chartered Financial Consultant education program, Financial Planning and Services
Kristin Leutz Kristin Leutz's MassMutual Financial Group Experience March 2001 - August 2003
Job Philanthropy and Social Enterprise
Industry Nonprofit Organization Management
Experience
Refuge Point September 2015 - Present
Community Foundation of Western Massachusetts February 2005 - August 2015
MassMutual Financial Group March 2001 - August 2003
Smith College 2000 - 2001
Amherst College September 1996 - January 2000
Leo Burnett Co. September 1994 - August 1996
Skills
Philanthropy, Individual Giving, Organizational..., Instructional Design, Change Management, Fundraising, Board Development, Non-profits, Human Resources, Leadership Development, Project Management, Team Building, Leadership, Grants, Strategy, Performance Management, Annual Giving, Workshop Facilitation, Program Development, Strategic Planning, Nonprofits, Coaching, Grant Writing, Management, Program Management, Business Process..., Event Planning, Community Outreach, Organizational..., Succession Planning, Staff Development, Program Evaluation, Public Relations, Business Planning, Event Management, Community Development, Training, Policy, Strategic Communications, Conflict Resolution, Career Development, Higher Education, Marketing, Executive Management, Social Media, Stewardship, Public Speaking, Volunteer Management, Research, Social Networking
Education
Springfield College 2000 — 2002
MS, Industrial/Organizational Psychology
Colgate University 1990 — 1994
BA, English, Spanish
Refuge Point September 2015 - Present
Community Foundation of Western Massachusetts February 2005 - August 2015
MassMutual Financial Group March 2001 - August 2003
Smith College 2000 - 2001
Amherst College September 1996 - January 2000
Leo Burnett Co. September 1994 - August 1996
Skills
Philanthropy, Individual Giving, Organizational..., Instructional Design, Change Management, Fundraising, Board Development, Non-profits, Human Resources, Leadership Development, Project Management, Team Building, Leadership, Grants, Strategy, Performance Management, Annual Giving, Workshop Facilitation, Program Development, Strategic Planning, Nonprofits, Coaching, Grant Writing, Management, Program Management, Business Process..., Event Planning, Community Outreach, Organizational..., Succession Planning, Staff Development, Program Evaluation, Public Relations, Business Planning, Event Management, Community Development, Training, Policy, Strategic Communications, Conflict Resolution, Career Development, Higher Education, Marketing, Executive Management, Social Media, Stewardship, Public Speaking, Volunteer Management, Research, Social Networking
Education
Springfield College 2000 — 2002
MS, Industrial/Organizational Psychology
Colgate University 1990 — 1994
BA, English, Spanish
Meg Ray's MassMutual Financial Group Experience February 2007 - July 2008
Job Curriculum Developer at Codesters
Industry Primary/Secondary Education
Experience
Codesters May 2015 - Present
Bronx Compass High School September 2013 - May 2015
New York City Department of Education September 2012 - May 2015
New York City Teaching Fellows March 2012 - June 2014
Urban Assembly School for the Performing Arts September 2012 - June 2013
Navos December 2010 - February 2012
Mental Health Action August 2010 - December 2010
The Garden School (private family) July 2009 - March 2010
Ryther Child Center July 2008 - January 2009
MassMutual Financial Group February 2007 - July 2008
Skills
Social Media Marketing, Event Planning, Mental Health, Curriculum Development, Public Speaking, Teaching, Curriculum Design, Nonprofits, Community Outreach, Project Management, Research, Writing, Classroom, Program Development, Copywriting, Special Education, Adolescents, Editing
Education
Pace University 2014 — 2015
Graduate Certificate, Blended Learning Education
Hunter College 2012 — 2014
Master of Science (M.S.), Adolescent Special Education
Stetson Studio 2004 — 2006
Conservatory Certificate, Acting - Meisner Technique
University of Washington 2002 — 2004
B.A., Drama
Codesters May 2015 - Present
Bronx Compass High School September 2013 - May 2015
New York City Department of Education September 2012 - May 2015
New York City Teaching Fellows March 2012 - June 2014
Urban Assembly School for the Performing Arts September 2012 - June 2013
Navos December 2010 - February 2012
Mental Health Action August 2010 - December 2010
The Garden School (private family) July 2009 - March 2010
Ryther Child Center July 2008 - January 2009
MassMutual Financial Group February 2007 - July 2008
Skills
Social Media Marketing, Event Planning, Mental Health, Curriculum Development, Public Speaking, Teaching, Curriculum Design, Nonprofits, Community Outreach, Project Management, Research, Writing, Classroom, Program Development, Copywriting, Special Education, Adolescents, Editing
Education
Pace University 2014 — 2015
Graduate Certificate, Blended Learning Education
Hunter College 2012 — 2014
Master of Science (M.S.), Adolescent Special Education
Stetson Studio 2004 — 2006
Conservatory Certificate, Acting - Meisner Technique
University of Washington 2002 — 2004
B.A., Drama
Denise Petrin Denise Petrin's MassMutual Financial Group Experience July 2009 - September 2009
Job Associate Vice PresidentInvestment Officer, AAMS® at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2012 - Present
Edward Jones September 2009 - July 2012
MassMutual Financial Group July 2009 - September 2009
Wachovia Securities Financial Network February 2006 - May 2009
LEGG MASON WOOD WALKER INC January 1999 - January 2006
PRUDENTIAL SECURITIES INC November 1995 - January 1999
Windham Honda January 1995 - November 1995
FIRST NH BANK January 1993 - January 1995
MANCHESTER MUNICIPAL EMPLOYEES CREDIT UNION January 1992 - January 1993
NUMERICA SAVINGS BANK January 1980 - January 1992
Skills
Investments, Small Business, Asset Allocation, Finance, Retirement, Financial Services, Business Networking, Public Speaking, Retirement Planning, Organizational..., Mutual Funds, 401k, Insurance, Speaking Engagements, Estate Planning..., Marketing, Portfolio Management, Customer Service
Education
College for Financial Planning 2002 — 2004
AAMS
Trinity High School 1974 — 1978
Southern New Hampshire University
Business, Program
Wells Fargo Advisors, LLC July 2012 - Present
Edward Jones September 2009 - July 2012
MassMutual Financial Group July 2009 - September 2009
Wachovia Securities Financial Network February 2006 - May 2009
LEGG MASON WOOD WALKER INC January 1999 - January 2006
PRUDENTIAL SECURITIES INC November 1995 - January 1999
Windham Honda January 1995 - November 1995
FIRST NH BANK January 1993 - January 1995
MANCHESTER MUNICIPAL EMPLOYEES CREDIT UNION January 1992 - January 1993
NUMERICA SAVINGS BANK January 1980 - January 1992
Skills
Investments, Small Business, Asset Allocation, Finance, Retirement, Financial Services, Business Networking, Public Speaking, Retirement Planning, Organizational..., Mutual Funds, 401k, Insurance, Speaking Engagements, Estate Planning..., Marketing, Portfolio Management, Customer Service
Education
College for Financial Planning 2002 — 2004
AAMS
Trinity High School 1974 — 1978
Southern New Hampshire University
Business, Program
Crystal Ng's MassMutual Financial Group Experience September 2013 - September 2014
Job Product Safety Operations Agent at Cognizant
Industry Financial Services
Experience
Cognizant April 2015 - Present
The Art of Vapor May 2014 - Present
MassMutual Financial Group September 2013 - September 2014
FedEx Ground December 2009 - September 2013
Bushido Izakaya November 2012 - February 2013
Skills
Recruiting, Customer Service, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Satisfaction, Leadership, Outlook, Teamwork, Team Leadership, Sales, Photoshop, Interviews, Applicant Tracking..., Networking, Screening
Education
Cogswell Polytechnical College 2011 — 2012
Animation, Interactive Technology, Video Graphics and Special Effects
Ohlone College 2008 — 2010
Graphic Design
Cognizant April 2015 - Present
The Art of Vapor May 2014 - Present
MassMutual Financial Group September 2013 - September 2014
FedEx Ground December 2009 - September 2013
Bushido Izakaya November 2012 - February 2013
Skills
Recruiting, Customer Service, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Satisfaction, Leadership, Outlook, Teamwork, Team Leadership, Sales, Photoshop, Interviews, Applicant Tracking..., Networking, Screening
Education
Cogswell Polytechnical College 2011 — 2012
Animation, Interactive Technology, Video Graphics and Special Effects
Ohlone College 2008 — 2010
Graphic Design
M. Renee Williams M. Renee Williams's MassMutual Financial Group Experience August 2006 - March 2008
Job Operations & Analytics Manager at Juicy Couture
Industry Apparel & Fashion
Experience
JuicyCouture.com April 2011 - Present
Halls of Style October 2009 - Present
Macys.com April 2008 - August 2009
MassMutual Financial Group August 2006 - March 2008
Skills
E-commerce, Merchandising, Fashion, Retail, Visual Merchandising, Store Management, Apparel, Loss Prevention, Inventory Management, Trend Analysis, Store Operations, Inventory Control, Retail Sales, Styling, Customer Service, Trend, Digital Marketing
Education
Clemson University - College of Business and Behavioral Science 1998 — 2003
Bachelor of Science (BS), Finance and Financial Management Services
JuicyCouture.com April 2011 - Present
Halls of Style October 2009 - Present
Macys.com April 2008 - August 2009
MassMutual Financial Group August 2006 - March 2008
Skills
E-commerce, Merchandising, Fashion, Retail, Visual Merchandising, Store Management, Apparel, Loss Prevention, Inventory Management, Trend Analysis, Store Operations, Inventory Control, Retail Sales, Styling, Customer Service, Trend, Digital Marketing
Education
Clemson University - College of Business and Behavioral Science 1998 — 2003
Bachelor of Science (BS), Finance and Financial Management Services
Mel C Boyd Mel C Boyd's MassMutual Financial Group Experience January 2015 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2015 - Present
New York Life Insurance Company December 2013 - January 2015
Advent Medical Supplies September 2012 - January 2014
WINGS for kids, Inc. August 2009 - December 2012
College of Charleston May 2010 - November 2012
College of Charleston July 2011 - May 2012
Skills
Leadership, Retirement Planning, Long Term Care Insurance, Grandchild Gifting, Estate Planning, Charitable Giving, Permanent Life Insurance, Business Networking, 401k Rollovers, Wealth Management, Disability Insurance, Financial Modeling
Education
College of Charleston 2009 — 2013
Bachelor's Degree, Business/Corporate Communications
MassMutual Financial Group January 2015 - Present
New York Life Insurance Company December 2013 - January 2015
Advent Medical Supplies September 2012 - January 2014
WINGS for kids, Inc. August 2009 - December 2012
College of Charleston May 2010 - November 2012
College of Charleston July 2011 - May 2012
Skills
Leadership, Retirement Planning, Long Term Care Insurance, Grandchild Gifting, Estate Planning, Charitable Giving, Permanent Life Insurance, Business Networking, 401k Rollovers, Wealth Management, Disability Insurance, Financial Modeling
Education
College of Charleston 2009 — 2013
Bachelor's Degree, Business/Corporate Communications
Charles M. Russo's MassMutual Financial Group Experience October 1994 - December 1999
Job President at Classic Financial & Insurance Services, Inc
Industry Financial Services
Experience
Classic Financial & Insurance Services, Inc. January 2000 - Present
MassMutual Financial Group October 1994 - December 1999
Nationwide Insurance/Provident Mutual January 1989 - October 1994
Skills
Strategic Planning, Investments, Sales, Business Strategy, Retirement Planning, Financial Analysis, Investment Advisory, Long Term Care Insurance, Customer Service, New Business Development, Business Planning, Life Insurance, legacy Planning, Public Speaking, Disability Insurance, Mentor
Education
Registered Investment Advisor 1999 — 1999
Investments and Securities, Series, 2, 6, 63 and 65
College for Financial Planning 1992 — 1994
Certified Financial Planner, Financial Planning, Insurance, Investments, Income Taxation, Business, Estate, Retirement Planning
Nassau Community College 1978 — 1981
Associate of Arts (A.A.), Retail Business Management
Classic Financial & Insurance Services, Inc. January 2000 - Present
MassMutual Financial Group October 1994 - December 1999
Nationwide Insurance/Provident Mutual January 1989 - October 1994
Skills
Strategic Planning, Investments, Sales, Business Strategy, Retirement Planning, Financial Analysis, Investment Advisory, Long Term Care Insurance, Customer Service, New Business Development, Business Planning, Life Insurance, legacy Planning, Public Speaking, Disability Insurance, Mentor
Education
Registered Investment Advisor 1999 — 1999
Investments and Securities, Series, 2, 6, 63 and 65
College for Financial Planning 1992 — 1994
Certified Financial Planner, Financial Planning, Insurance, Investments, Income Taxation, Business, Estate, Retirement Planning
Nassau Community College 1978 — 1981
Associate of Arts (A.A.), Retail Business Management
Richard Lysaght Richard Lysaght's MassMutual Financial Group Experience May 2014 - November 2014
Job Logistics Account Executive at Total Quality Logistics
Industry International Trade and Development
Experience
Total Quality Logistics November 2014 - June 2015
MassMutual Financial Group May 2014 - November 2014
Carolina Capital Management August 2013 - November 2013
Sherwin Williams June 2013 - August 2013
Cohen and Company, CPAs April 2010 - May 2010
Skills
International Relations, Spanish, International Business, Social Media, Microsoft Office, Economics, Intercultural..., Research, Microsoft Excel, Social Networking, Management, Strategic Planning, Facebook, Program Management, Project Planning, Teamwork, Event Management, Public Relations, Event Planning, Microsoft Word, Business Strategy, Team Leadership, PowerPoint, Contract Negotiation, Public Speaking, Sales
Education
College of Charleston 2010 — 2014
Bachelor's Degree, International Business
University Autonomo of Barcelona 2013 — 2013
Total Quality Logistics November 2014 - June 2015
MassMutual Financial Group May 2014 - November 2014
Carolina Capital Management August 2013 - November 2013
Sherwin Williams June 2013 - August 2013
Cohen and Company, CPAs April 2010 - May 2010
Skills
International Relations, Spanish, International Business, Social Media, Microsoft Office, Economics, Intercultural..., Research, Microsoft Excel, Social Networking, Management, Strategic Planning, Facebook, Program Management, Project Planning, Teamwork, Event Management, Public Relations, Event Planning, Microsoft Word, Business Strategy, Team Leadership, PowerPoint, Contract Negotiation, Public Speaking, Sales
Education
College of Charleston 2010 — 2014
Bachelor's Degree, International Business
University Autonomo of Barcelona 2013 — 2013
Eric H. Pigman Eric H. Pigman's MassMutual Financial Group Experience September 2012 - Present
Job Master Series Financial Coach graduate from Ramsey Solutions
Industry Financial Services
Experience
Ramsey Solutions February 2015 - Present
MassMutual Financial Group September 2012 - Present
Woodford County Public Schools August 2009 - Present
Medical Reserve Corps, Woodford County, IL March 2009 - Present
Eureka Area Food Pantry January 2009 - January 2014
Crosspoint Community Church, Eureka IL March 2009 - September 2013
Navy Chief, Retired 2009 November 1984 - March 2009
Skills
Optimistic, Organized,..., Process improvement..., Team Building, Planner, Coordinator, Leadership, Leadership Development, Negotiation, Marketing, Personnel Management, Team Leadership, Career Counseling, Project Management, Tactics, Microsoft Word, Microsoft Excel, Strategic Planning, Operational Planning, Government, Military, DoD, Program Management, Operations Management, Navy, Military Experience, Training, Teaching, Policy, Coaching, Budgets, Fundraising, Military Operations, Public Speaking, Military Training, Nonprofits, Staff Development
Education
The American College 2014 — 2016
Master's Degree, MSFS
American Military University 2008 — 2010
BA, Marketing, 2.86
Illinois Central College 2010 — 2012
certification, Emergency Management, 3.75
Coastline Community College 2003 — 2005
AA, Psychology, Marketing, 3.25
Ramsey Solutions February 2015 - Present
MassMutual Financial Group September 2012 - Present
Woodford County Public Schools August 2009 - Present
Medical Reserve Corps, Woodford County, IL March 2009 - Present
Eureka Area Food Pantry January 2009 - January 2014
Crosspoint Community Church, Eureka IL March 2009 - September 2013
Navy Chief, Retired 2009 November 1984 - March 2009
Skills
Optimistic, Organized,..., Process improvement..., Team Building, Planner, Coordinator, Leadership, Leadership Development, Negotiation, Marketing, Personnel Management, Team Leadership, Career Counseling, Project Management, Tactics, Microsoft Word, Microsoft Excel, Strategic Planning, Operational Planning, Government, Military, DoD, Program Management, Operations Management, Navy, Military Experience, Training, Teaching, Policy, Coaching, Budgets, Fundraising, Military Operations, Public Speaking, Military Training, Nonprofits, Staff Development
Education
The American College 2014 — 2016
Master's Degree, MSFS
American Military University 2008 — 2010
BA, Marketing, 2.86
Illinois Central College 2010 — 2012
certification, Emergency Management, 3.75
Coastline Community College 2003 — 2005
AA, Psychology, Marketing, 3.25
Stephen Darwak Stephen Darwak's MassMutual Financial Group Experience August 2010 - November 2010
Job Financial Analyst
Industry Aviation & Aerospace
Experience
Boeing October 2011 - Present
Hagemeyer North America June 2011 - October 2011
MassMutual Financial Group August 2010 - November 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Education
College of Charleston
BS, Business Administration with a Concentration in Finance
Boeing October 2011 - Present
Hagemeyer North America June 2011 - October 2011
MassMutual Financial Group August 2010 - November 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Education
College of Charleston
BS, Business Administration with a Concentration in Finance
Blair Rice Blair Rice's MassMutual Financial Group Experience December 1995 - Present
Job CFP, (TM); Insurance & Financial Services
Industry Financial Services
Experience
MassMutual Financial Group December 1995 - Present
Skills
Disability Insurance, Long-term Care, Insurance, Customer Service, Risk Management, Employee Benefits, Small Business, Budgets, Public Speaking, Retirement
Education
College of Charleston
MassMutual Financial Group December 1995 - Present
Skills
Disability Insurance, Long-term Care, Insurance, Customer Service, Risk Management, Employee Benefits, Small Business, Budgets, Public Speaking, Retirement
Education
College of Charleston
Louise (Curtis) Hamburger's MassMutual Financial Group Experience October 2008 - Present
Job Sr. Marketing Consultant at MassMutual Financial Group (Retirement Services)
Industry Financial Services
Experience
MassMutual Financial Group October 2008 - Present
HSB July 2000 - October 2008
Fairbank Mortgage Corp. 1995 - 2000
13D Research Inc. (Asset Allocation & Investment Research) 1993 - 1995
Pasquale Iannetti Art Galleries 1986 - 1992
Education
Rensselaer Polytechnic Institute at Hartford
MBA, Management
Post University
Bachelor of Science (Summa Cum Laude), Marketing
Hunter College
Art History
MassMutual Financial Group October 2008 - Present
HSB July 2000 - October 2008
Fairbank Mortgage Corp. 1995 - 2000
13D Research Inc. (Asset Allocation & Investment Research) 1993 - 1995
Pasquale Iannetti Art Galleries 1986 - 1992
Education
Rensselaer Polytechnic Institute at Hartford
MBA, Management
Post University
Bachelor of Science (Summa Cum Laude), Marketing
Hunter College
Art History
Bipasha Dey Bipasha Dey's MassMutual Financial Group Experience July 2012 - October 2012
Job Agent at SEACRET Direct
Industry Financial Services
Experience
SEACRET Direct April 2015 - Present
doTERRA June 2014 - Present
American Wealth Group October 2013 - Present
New York Life Insurance Company November 2012 - September 2013
U.S. Bank October 2012 - December 2012
MassMutual Financial Group July 2012 - October 2012
Garda November 2011 - December 2011
Wells Fargo Financial February 2008 - July 2009
Portfolio Management Group August 2006 - October 2007
Memberworks Canada September 2005 - December 2006
Skills
Financial Analysis, HTML, Access, Accounting, Public Speaking, Social Media, Financial Modeling, English, Time Management, Data Analysis, Team Leadership, Economics, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Customer Service, Sales, Teamwork, Work Well Independently, Strategic Planning, Insurance, Retirement Planning, Finance, Budgets, Team Building, Training, Financial Services, Marketing, Coaching, Small Business
Education
Washington State University 2010 — 2012
Political Science/Business
Clark College
Associate of Arts (A.A.), Business/Finance
Clark College
Associate of Science (A.S.), Organic Chemistry
Concordia University
Biochemistry
SEACRET Direct April 2015 - Present
doTERRA June 2014 - Present
American Wealth Group October 2013 - Present
New York Life Insurance Company November 2012 - September 2013
U.S. Bank October 2012 - December 2012
MassMutual Financial Group July 2012 - October 2012
Garda November 2011 - December 2011
Wells Fargo Financial February 2008 - July 2009
Portfolio Management Group August 2006 - October 2007
Memberworks Canada September 2005 - December 2006
Skills
Financial Analysis, HTML, Access, Accounting, Public Speaking, Social Media, Financial Modeling, English, Time Management, Data Analysis, Team Leadership, Economics, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Customer Service, Sales, Teamwork, Work Well Independently, Strategic Planning, Insurance, Retirement Planning, Finance, Budgets, Team Building, Training, Financial Services, Marketing, Coaching, Small Business
Education
Washington State University 2010 — 2012
Political Science/Business
Clark College
Associate of Arts (A.A.), Business/Finance
Clark College
Associate of Science (A.S.), Organic Chemistry
Concordia University
Biochemistry
Jorge E. Gonzalez's MassMutual Financial Group Experience 2005 - 2011
Job Regional Sales Vice President at MetLife
Industry Financial Services
Experience
MetLife May 2012 - Present
The Hartford August 2011 - May 2012
MassMutual Financial Group 2005 - 2011
Nationwide Financial 2003 - 2005
Travelers Life & Annuity 1999 - 2003
New York Life Insurance Company 1995 - 1999
Skills
Alternative Investments, Asset Allocation, Asset Management, Business Planning, Disability Insurance, Estate Planning, Insurance, Investment Strategies, Life Insurance, Pensions, Portfolio Management, Relationship Management, Retirement Planning, Sales, Series 6, Series 63, Strategic Financial..., Term Life Insurance, Variable Annuities, Wealth, Wealth Accumulation, Whole Life, Financial Planning, Financial Advisory, Wealth Management
Education
College for Financial Planning
Professional Designations, CMFC, CRPC(R)
Universidad La Salle, A.C.
Civil Engineer
MetLife May 2012 - Present
The Hartford August 2011 - May 2012
MassMutual Financial Group 2005 - 2011
Nationwide Financial 2003 - 2005
Travelers Life & Annuity 1999 - 2003
New York Life Insurance Company 1995 - 1999
Skills
Alternative Investments, Asset Allocation, Asset Management, Business Planning, Disability Insurance, Estate Planning, Insurance, Investment Strategies, Life Insurance, Pensions, Portfolio Management, Relationship Management, Retirement Planning, Sales, Series 6, Series 63, Strategic Financial..., Term Life Insurance, Variable Annuities, Wealth, Wealth Accumulation, Whole Life, Financial Planning, Financial Advisory, Wealth Management
Education
College for Financial Planning
Professional Designations, CMFC, CRPC(R)
Universidad La Salle, A.C.
Civil Engineer
Anna Carson Anna Carson's MassMutual Financial Group Experience May 2013 - March 2014
Job Client Service Representative at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Nordstrom November 2013 - November 2014
MassMutual Financial Group May 2013 - March 2014
Victoria's Secret August 2010 - August 2012
Universal Cheerleaders Association March 2011 - April 2012
YMCA August 2008 - August 2009
YMCA April 2008 - August 2008
Skills
Economics, Leadership Development, Health & Fitness, Merchandising, Financial Services, Investments, Life Insurance, Retirement Planning, Strategic Financial..., Sales, Financial Planning
Education
Clemson University 2009 — 2013
Bachelor of Science (B.S.), Economics
Wells Fargo Advisors October 2014 - Present
Nordstrom November 2013 - November 2014
MassMutual Financial Group May 2013 - March 2014
Victoria's Secret August 2010 - August 2012
Universal Cheerleaders Association March 2011 - April 2012
YMCA August 2008 - August 2009
YMCA April 2008 - August 2008
Skills
Economics, Leadership Development, Health & Fitness, Merchandising, Financial Services, Investments, Life Insurance, Retirement Planning, Strategic Financial..., Sales, Financial Planning
Education
Clemson University 2009 — 2013
Bachelor of Science (B.S.), Economics
Erin O'Reilly Erin O'Reilly's MassMutual Financial Group Experience June 2011 - August 2011
Job Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2013 - Present
Alpern Rosenthal September 2013 - December 2013
R. Michael Munden, Esq., P.A. October 2012 - August 2013
The Bonadio Group January 2012 - April 2012
MassMutual Financial Group June 2011 - August 2011
Skills
Time Management, Excellent Communication, Deadline Oriented, Highly Adaptable, Well-organized, Team-oriented, Timeliness, Windows, Microsoft Office, Accounting, Tax Returns, Tax, Independent, Community Outreach, Flexible Working, Self Management, ProSystem fx Tax, CCH Intelliconnect, Audit Command Language, PowerPoint, Microsoft Word, Customer Service, Data Entry, Flexible Schedule
Education
Coastal Carolina University 2012 — 2013
Master's degree, Accounting
State University of New York College at Geneseo 2010 — 2012
Bacelor of Science, Accounting
BDO USA, LLP December 2013 - Present
Alpern Rosenthal September 2013 - December 2013
R. Michael Munden, Esq., P.A. October 2012 - August 2013
The Bonadio Group January 2012 - April 2012
MassMutual Financial Group June 2011 - August 2011
Skills
Time Management, Excellent Communication, Deadline Oriented, Highly Adaptable, Well-organized, Team-oriented, Timeliness, Windows, Microsoft Office, Accounting, Tax Returns, Tax, Independent, Community Outreach, Flexible Working, Self Management, ProSystem fx Tax, CCH Intelliconnect, Audit Command Language, PowerPoint, Microsoft Word, Customer Service, Data Entry, Flexible Schedule
Education
Coastal Carolina University 2012 — 2013
Master's degree, Accounting
State University of New York College at Geneseo 2010 — 2012
Bacelor of Science, Accounting
Debi Wessinger Debi Wessinger's MassMutual Financial Group Experience January 1988 - April 1989
Job MBA Student at University of North Carolina at Charlotte
Industry Marketing and Advertising
Experience
MassMutual Financial Group January 1988 - April 1989
Anderson Memorial Hospital 1981 - 1982
Skills
Marketing, Management, Statistics, Nonprofits, Marketing Strategy, Product Marketing, Marketing Management, Marketing Research, Social Media Marketing, New Business Development, Business Development, Account Management, Sales, Customer Service, Sales Management, Leadership, Social Media, Market Analysis, Outlook
Education
University of North Carolina at Charlotte 2009 — 2012
MBA, Marketing Concentration
University of Alabama at Birmingham 1989 — 1991
BS, Marketing
Clemson University 1974 — 1978
ADN, Nursing
MassMutual Financial Group January 1988 - April 1989
Anderson Memorial Hospital 1981 - 1982
Skills
Marketing, Management, Statistics, Nonprofits, Marketing Strategy, Product Marketing, Marketing Management, Marketing Research, Social Media Marketing, New Business Development, Business Development, Account Management, Sales, Customer Service, Sales Management, Leadership, Social Media, Market Analysis, Outlook
Education
University of North Carolina at Charlotte 2009 — 2012
MBA, Marketing Concentration
University of Alabama at Birmingham 1989 — 1991
BS, Marketing
Clemson University 1974 — 1978
ADN, Nursing
Jane Smith's MassMutual Financial Group Experience December 2011 — September 2013
Job Retirement Education Consultant at Fidelity Investments
Industry Financial Services
Experience
MassMutual Financial Group December 2011 — September 2013
ING Nederland May 2008 — August 2010
Bank of America December 2005 — May 2008
Skills
Banking, Mutual Funds, Investments, Series 7, Retirement Planning, Series 63, Retirement, Financial Services, Wealth Management, Portfolio Management, 401k, Securities, Series 6, Strategic Financial..., Insurance, Relationship Management, Asset Allocation, Fixed Annuities, Financial Analysis, Financial Advisory
Education
Harvard Business School ... — 2009
Fucking off
MassMutual Financial Group December 2011 — September 2013
ING Nederland May 2008 — August 2010
Bank of America December 2005 — May 2008
Skills
Banking, Mutual Funds, Investments, Series 7, Retirement Planning, Series 63, Retirement, Financial Services, Wealth Management, Portfolio Management, 401k, Securities, Series 6, Strategic Financial..., Insurance, Relationship Management, Asset Allocation, Fixed Annuities, Financial Analysis, Financial Advisory
Education
Harvard Business School ... — 2009
Fucking off
Ying Yi, MBA's MassMutual Financial Group Experience January 2014 - Present
Job Investment Professional
Industry Financial Services
Experience
MassMutual Financial Group January 2014 - Present
ING July 2010 - August 2013
ING July 2007 - June 2010
John Deere June 2006 - August 2006
HydroQual July 2000 - April 2005
Skills
Financial Modeling, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Portfolio Management, Investments, Asset Management, Emerging Markets, Risk Management, Alternative Investments, Equities, Strategy, Fixed Income, Capital Markets, Investment Strategies
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
MBA
Clarkson University
MS
Dartmouth
Dartmouth
Fengxin High School
Fengxin High School
Wuhan University
Bachelor of Science (BS)
MassMutual Financial Group January 2014 - Present
ING July 2010 - August 2013
ING July 2007 - June 2010
John Deere June 2006 - August 2006
HydroQual July 2000 - April 2005
Skills
Financial Modeling, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Portfolio Management, Investments, Asset Management, Emerging Markets, Risk Management, Alternative Investments, Equities, Strategy, Fixed Income, Capital Markets, Investment Strategies
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
MBA
Clarkson University
MS
Dartmouth
Dartmouth
Fengxin High School
Fengxin High School
Wuhan University
Bachelor of Science (BS)
Jessica Lay's MassMutual Financial Group Experience January 2013 - May 2015
Job Retirement Plan Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
MassMutual Financial Group January 2013 - May 2015
The Hartford December 2008 - December 2012
Old Mutual Asset Management March 2007 - November 2008
Fidelity Investments May 2005 - March 2007
Skills
ERISA, 401k, Financial Services, Retirement
Education
Clark University 2006 — 2009
MBA, Management
Worcester Polytechnic Institute 1999 — 2003
B.S., Management Information Systems
Fidelity Investments June 2015 - Present
MassMutual Financial Group January 2013 - May 2015
The Hartford December 2008 - December 2012
Old Mutual Asset Management March 2007 - November 2008
Fidelity Investments May 2005 - March 2007
Skills
ERISA, 401k, Financial Services, Retirement
Education
Clark University 2006 — 2009
MBA, Management
Worcester Polytechnic Institute 1999 — 2003
B.S., Management Information Systems
Dan Leasure's MassMutual Financial Group Experience November 2009 - January 2010
Job BPM and Enterprise Software Implementation Professional ✈
Industry Financial Services
Experience
Pegasystems September 2010 - Present
State of Maine October 2013 - August 2015
Quest Diagnostics August 2013 - September 2013
RBC February 2013 - March 2013
Bank of America October 2012 - December 2012
PayPal February 2012 - August 2012
American Express Travel Services February 2011 - February 2012
Franklin Templeton Investments October 2010 - January 2011
DST Systems September 1998 - February 2010
MassMutual Financial Group November 2009 - January 2010
Skills
Business Process..., AWD, Project Management, Business Process..., Operations Management, Software Development, Analysis, Process Automation, Strategic Technology..., Industrial Engineering, Process Improvement, Business Analysis, Program Management, Integration, Business Process..., PMO, Risk Management, Change Management, Logistics, Music Festivals, Event Planning, Management, Leadership, Professional Services, Business Process Design, SDLC, Requirements Gathering, Business Process, Requirements Analysis, Vendor Management
Education
Clarkson University
BS
St. John's Prep
University of Phoenix
MS
Pegasystems September 2010 - Present
State of Maine October 2013 - August 2015
Quest Diagnostics August 2013 - September 2013
RBC February 2013 - March 2013
Bank of America October 2012 - December 2012
PayPal February 2012 - August 2012
American Express Travel Services February 2011 - February 2012
Franklin Templeton Investments October 2010 - January 2011
DST Systems September 1998 - February 2010
MassMutual Financial Group November 2009 - January 2010
Skills
Business Process..., AWD, Project Management, Business Process..., Operations Management, Software Development, Analysis, Process Automation, Strategic Technology..., Industrial Engineering, Process Improvement, Business Analysis, Program Management, Integration, Business Process..., PMO, Risk Management, Change Management, Logistics, Music Festivals, Event Planning, Management, Leadership, Professional Services, Business Process Design, SDLC, Requirements Gathering, Business Process, Requirements Analysis, Vendor Management
Education
Clarkson University
BS
St. John's Prep
University of Phoenix
MS
Ed Saunig's MassMutual Financial Group Experience 1987 - Present
Job Systems Consultant at MassMutual
Industry Financial Services
Experience
MassMutual January 2009 - Present
MassMutual Financial Group 1987 - Present
MetLife 1979 - 1987
Skills
Websphere, Java, XML, Enterprise Content..., JSP, SQL, Application Development, HTML, JavaScript, Insurance, Filenet P8 Development, Filenet P8 BPM, Filenet P8 JAVA APIs
Education
City University of New York-Hunter College 1975 — 1979
MassMutual January 2009 - Present
MassMutual Financial Group 1987 - Present
MetLife 1979 - 1987
Skills
Websphere, Java, XML, Enterprise Content..., JSP, SQL, Application Development, HTML, JavaScript, Insurance, Filenet P8 Development, Filenet P8 BPM, Filenet P8 JAVA APIs
Education
City University of New York-Hunter College 1975 — 1979
John Baracz's MassMutual Financial Group Experience July 2014 - Present
Job Financial Services Representative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2014 - Present
Nationstar Mortgage July 2013 - April 2014
Chandler Unified School District January 2009 - July 2013
Colorado River Union High School District January 2008 - January 2009
Parma City School District January 2007 - January 2008
Royalview Mortgage January 2005 - January 2007
Skills
Teaching, Microsoft Office, Public Speaking, Research, Customer Service, Microsoft Excel, Curriculum Design, PowerPoint, Curriculum Development, Microsoft Word, Coaching, Strategic Planning, Social Media, Sales, Leadership, Marketing, Financial Analysis, Insurance, Team Building, Sales Management, Healthcare, Outlook, Time Management
Education
Cleveland State University 2005 — 2007
Bachelor of Arts (B.A.), Secondary Education and Teaching
Cleveland State University
Bachelor of Arts, History
MassMutual Financial Group July 2014 - Present
Nationstar Mortgage July 2013 - April 2014
Chandler Unified School District January 2009 - July 2013
Colorado River Union High School District January 2008 - January 2009
Parma City School District January 2007 - January 2008
Royalview Mortgage January 2005 - January 2007
Skills
Teaching, Microsoft Office, Public Speaking, Research, Customer Service, Microsoft Excel, Curriculum Design, PowerPoint, Curriculum Development, Microsoft Word, Coaching, Strategic Planning, Social Media, Sales, Leadership, Marketing, Financial Analysis, Insurance, Team Building, Sales Management, Healthcare, Outlook, Time Management
Education
Cleveland State University 2005 — 2007
Bachelor of Arts (B.A.), Secondary Education and Teaching
Cleveland State University
Bachelor of Arts, History
Chad Seigler, CFP®'s MassMutual Financial Group Experience October 2005 - September 2008
Job CERTIFIED FINANCIAL PLANNER™, NFLPA Registered Player Financial Advisor
Industry Financial Services
Experience
Capital Guardian Wealth Management October 2008 - Present
MassMutual Financial Group October 2005 - September 2008
Bank of America 2000 - 2005
Education
Clemson University 1996 — 2000
BS, Finance
Capital Guardian Wealth Management October 2008 - Present
MassMutual Financial Group October 2005 - September 2008
Bank of America 2000 - 2005
Education
Clemson University 1996 — 2000
BS, Finance
David Bosone's MassMutual Financial Group Experience 1997 - 1998
Job Senior Commercial Underwriter & Assistant Vice President at Umpqua Bank
Industry Banking
Experience
Umpqua Bank April 2014 - Present
Sterling Savings Bank May 2013 - April 2014
Boston Private Bank March 2008 - May 2013
West Coast Bank 2007 - 2008
Banner Bank 2005 - 2007
Citi 2000 - 2002
U.S. Bank 1998 - 2000
MassMutual Financial Group 1997 - 1998
PepsiCo 1990 - 1997
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Credit, Small Business Lending, Loans, Credit Risk, Banking, Asset Based Lending, Lines Of Credit, Underwriting, Commercial Mortgages, Private Banking, Construction Loans, SBA
Education
City University of Seattle
MBA, Financial Management
Pacific Lutheran University - School of Business 1985 — 1989
BBA, Business Administration and Management, General
Eastside Catholic High School 1981 — 1985
Umpqua Bank April 2014 - Present
Sterling Savings Bank May 2013 - April 2014
Boston Private Bank March 2008 - May 2013
West Coast Bank 2007 - 2008
Banner Bank 2005 - 2007
Citi 2000 - 2002
U.S. Bank 1998 - 2000
MassMutual Financial Group 1997 - 1998
PepsiCo 1990 - 1997
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Credit, Small Business Lending, Loans, Credit Risk, Banking, Asset Based Lending, Lines Of Credit, Underwriting, Commercial Mortgages, Private Banking, Construction Loans, SBA
Education
City University of Seattle
MBA, Financial Management
Pacific Lutheran University - School of Business 1985 — 1989
BBA, Business Administration and Management, General
Eastside Catholic High School 1981 — 1985
Tanya Lane's MassMutual Financial Group Experience November 2003 - Present
Job Project Manager at MassMutual
Industry Financial Services
Experience
MassMutual Financial Group November 2003 - Present
Prudential Financial September 2000 - November 2004
Prudential Financial July 1999 - September 2000
AT&T March 1998 - July 1999
AT&T August 1995 - March 1998
AT&T January 1994 - July 1995
AT&T May 1993 - January 1994
AT&T December 1992 - May 1993
AT&T February 1992 - May 1993
AT&T August 1991 - February 1992
Skills
Change Management, Customer Relations, Insurance, MS Project, Project Planning, PMP, SDLC, Agile, Infrastructure Projects, Application Management, Program Management, Business Process, Infrastructure, Customer Service, PMO, Risk Management, Agile Methodologies, Project Management
Education
Manhattanville College 1989 — 1991
MA, International Relations
Clark University 1978 — 1982
BA, Economics/Political Science
Project Management Institute
Master's Certificate, Project Management Professional; Project Management
MassMutual Financial Group November 2003 - Present
Prudential Financial September 2000 - November 2004
Prudential Financial July 1999 - September 2000
AT&T March 1998 - July 1999
AT&T August 1995 - March 1998
AT&T January 1994 - July 1995
AT&T May 1993 - January 1994
AT&T December 1992 - May 1993
AT&T February 1992 - May 1993
AT&T August 1991 - February 1992
Skills
Change Management, Customer Relations, Insurance, MS Project, Project Planning, PMP, SDLC, Agile, Infrastructure Projects, Application Management, Program Management, Business Process, Infrastructure, Customer Service, PMO, Risk Management, Agile Methodologies, Project Management
Education
Manhattanville College 1989 — 1991
MA, International Relations
Clark University 1978 — 1982
BA, Economics/Political Science
Project Management Institute
Master's Certificate, Project Management Professional; Project Management
Dan DeLoria's MassMutual Financial Group Experience February 2014 - Present
Job Compliance Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group February 2014 - Present
USI Securities, Inc. February 2003 - February 2014
Phoenix Life Insurance Company / WS Griffith Securities, Inc. July 1999 - February 2003
Phoenix Life Insurance Company July 1995 - July 1999
Shawmut Bank, N.A. March 1990 - July 1995
Education
College for Financial Planning 2008 — 2010
CFP Certification Professional Education Program
Isenberg School of Management, UMass Amherst 1997 — 1998
MBA, Business Administration
St. Hyacinth College & Seminary (Granby, MA) 1985 — 1989
BA, Philosophy (Minor in Theology and English)
Boy Scouts of America 1982 — 1982
Eagle Scout
MassMutual Financial Group February 2014 - Present
USI Securities, Inc. February 2003 - February 2014
Phoenix Life Insurance Company / WS Griffith Securities, Inc. July 1999 - February 2003
Phoenix Life Insurance Company July 1995 - July 1999
Shawmut Bank, N.A. March 1990 - July 1995
Education
College for Financial Planning 2008 — 2010
CFP Certification Professional Education Program
Isenberg School of Management, UMass Amherst 1997 — 1998
MBA, Business Administration
St. Hyacinth College & Seminary (Granby, MA) 1985 — 1989
BA, Philosophy (Minor in Theology and English)
Boy Scouts of America 1982 — 1982
Eagle Scout
Ed Drabek's MassMutual Financial Group Experience November 2007 - August 2012
Job Senior System Administrator at ISO New England
Industry Financial Services
Experience
ISO New England May 2013 - Present
Paradise City Business Solutions October 2000 - Present
MassMutual Financial Group November 2007 - August 2012
Florence Savings Bank March 2001 - November 2007
The Spencer Turbine Company 1997 - 2000
Compaq 1996 - 1997
ABB 1988 - 1996
MassMutual Life Insurance Company 1986 - 1988
Houston ISD January 1982 - July 1986
Skills
Information Security, Risk Management, Security Awareness, CISSP, Vulnerability Management, Disaster Recovery, Computer Security, Application Security, CISA, IT Audit, Information Security..., Security, Computer Forensics, Vendor Management, Process Improvement, Network Security, Servers, Troubleshooting, Security Audits, Active Directory, Data Center, Networking, Risk Assessment, System Administration
Education
SANS Institute 2010 — 2012
University of Massachusetts, Amherst 1979 — 1981
BS/BA, Geology/Education
Colgate University 1976 — 1979
ISO New England May 2013 - Present
Paradise City Business Solutions October 2000 - Present
MassMutual Financial Group November 2007 - August 2012
Florence Savings Bank March 2001 - November 2007
The Spencer Turbine Company 1997 - 2000
Compaq 1996 - 1997
ABB 1988 - 1996
MassMutual Life Insurance Company 1986 - 1988
Houston ISD January 1982 - July 1986
Skills
Information Security, Risk Management, Security Awareness, CISSP, Vulnerability Management, Disaster Recovery, Computer Security, Application Security, CISA, IT Audit, Information Security..., Security, Computer Forensics, Vendor Management, Process Improvement, Network Security, Servers, Troubleshooting, Security Audits, Active Directory, Data Center, Networking, Risk Assessment, System Administration
Education
SANS Institute 2010 — 2012
University of Massachusetts, Amherst 1979 — 1981
BS/BA, Geology/Education
Colgate University 1976 — 1979
Aaron Schluep's MassMutual Financial Group Experience August 2005 - March 2010
Job Manager, Retirement Plan Counseling at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement April 2014 - Present
Advised Assets Group, subsidiary of Great-West Financial April 2013 - April 2014
Great-West Financial April 2010 - April 2013
MassMutual Financial Group August 2005 - March 2010
Skills
Relationship Management, Sales Management, Team Building, Project Management, Retirement Planning, Financial Services, Series 65, Series 6, Series 63, Series 26
Education
College of Charleston 2007 — 2008
Financial Planning
Miami University 1996 — 2000
Bachelor of Science (B.S.), Political Science and Government
EMPOWER Retirement April 2014 - Present
Advised Assets Group, subsidiary of Great-West Financial April 2013 - April 2014
Great-West Financial April 2010 - April 2013
MassMutual Financial Group August 2005 - March 2010
Skills
Relationship Management, Sales Management, Team Building, Project Management, Retirement Planning, Financial Services, Series 65, Series 6, Series 63, Series 26
Education
College of Charleston 2007 — 2008
Financial Planning
Miami University 1996 — 2000
Bachelor of Science (B.S.), Political Science and Government
Korynne Campbell's MassMutual Financial Group Experience January 2013 - Present
Job Compliance Testing Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford September 2008 - December 2012
Skills
Investments, Microsoft Excel, Microsoft Office, Mutual Funds
Education
Suffolk Law School 2012 — 2016
Doctor of Law (J.D.)
Clemson University 2004 — 2007
BS, Political Science
MassMutual Financial Group January 2013 - Present
The Hartford September 2008 - December 2012
Skills
Investments, Microsoft Excel, Microsoft Office, Mutual Funds
Education
Suffolk Law School 2012 — 2016
Doctor of Law (J.D.)
Clemson University 2004 — 2007
BS, Political Science
Tyler Rainey's MassMutual Financial Group Experience 2003 - 2014
Job Vice President/Director of Brokerage Sales
Industry Insurance
Experience
MassMutual Colorado May 2003 - Present
MassMutual Financial Group 2003 - 2014
The Guardian Life Insurance Company of America April 2002 - March 2003
Sun Life Financial 1998 - 2000
Sun Life Financial 1995 - 1996
Skills
Business, Estate and..., Retirement, Fixed Annuities, Life Insurance, Insurance, Disability Insurance, Mutual Funds, 401k, Retirement Planning, Investments, Wealth Management, Securities, Long Term Care Insurance
Education
Colby College 1991 — 1995
B.A. History
Danvers High School
Danvers High School
MassMutual Colorado May 2003 - Present
MassMutual Financial Group 2003 - 2014
The Guardian Life Insurance Company of America April 2002 - March 2003
Sun Life Financial 1998 - 2000
Sun Life Financial 1995 - 1996
Skills
Business, Estate and..., Retirement, Fixed Annuities, Life Insurance, Insurance, Disability Insurance, Mutual Funds, 401k, Retirement Planning, Investments, Wealth Management, Securities, Long Term Care Insurance
Education
Colby College 1991 — 1995
B.A. History
Danvers High School
Danvers High School
Joseph Dalton, CFA, CAIA's MassMutual Financial Group Experience May 2005 - November 2005
Job Senior Vice President Manager Specialty Products Trading Desk at U.S. Trust
Industry Financial Services
Experience
U.S. Trust October 2012 - Present
NASDAQ November 2005 - June 2012
Boston Stock Exchange November 2005 - August 2008
MassMutual Financial Group May 2005 - November 2005
Wachovia Securities February 2001 - June 2003
Smith Barney January 1999 - January 2001
Skills
Bloomberg, Equities, Investments, Securities, Derivatives, Trading, Risk Management, Valuation, Financial Analysis, Portfolio Management, Financial Markets, Investment Strategies, Asset Allocation, Options, Alternative Investments, Wealth Management, Microsoft Excel, Financial Services, Asset Management, Capital Markets, Fixed Income, Trading Systems, Series 7, Hedge Funds, Mutual Funds, FINRA, Equity Trading, Series 63, ETFs, Equity Derivatives, Investment Advisory
Education
Clark University 2003 — 2005
MBA, Finance/Management
Loyola University Maryland 1994 — 1998
BBA, Finance
Sachem High School 1990 — 1994
U.S. Trust October 2012 - Present
NASDAQ November 2005 - June 2012
Boston Stock Exchange November 2005 - August 2008
MassMutual Financial Group May 2005 - November 2005
Wachovia Securities February 2001 - June 2003
Smith Barney January 1999 - January 2001
Skills
Bloomberg, Equities, Investments, Securities, Derivatives, Trading, Risk Management, Valuation, Financial Analysis, Portfolio Management, Financial Markets, Investment Strategies, Asset Allocation, Options, Alternative Investments, Wealth Management, Microsoft Excel, Financial Services, Asset Management, Capital Markets, Fixed Income, Trading Systems, Series 7, Hedge Funds, Mutual Funds, FINRA, Equity Trading, Series 63, ETFs, Equity Derivatives, Investment Advisory
Education
Clark University 2003 — 2005
MBA, Finance/Management
Loyola University Maryland 1994 — 1998
BBA, Finance
Sachem High School 1990 — 1994
Lauren Germaine's MassMutual Financial Group Experience January 2013 - Present
Job RFP Writer Marketing Consultant at MassMutual
Industry Investment Management
Experience
MassMutual Financial Group January 2013 - Present
The Hartford April 2008 - January 2013
Sun Life Financial September 2006 - April 2008
MFS Investment Management September 2004 - September 2006
Skills
FINRA Series 6, Series 63, Series 6, 401k, Financial Analysis, Investments, Mutual Funds
Education
colby-sawyer college 1999 — 2004
Bachelor of Arts, English
MassMutual Financial Group January 2013 - Present
The Hartford April 2008 - January 2013
Sun Life Financial September 2006 - April 2008
MFS Investment Management September 2004 - September 2006
Skills
FINRA Series 6, Series 63, Series 6, 401k, Financial Analysis, Investments, Mutual Funds
Education
colby-sawyer college 1999 — 2004
Bachelor of Arts, English
Keith Namiot's MassMutual Financial Group Experience 1994 - 1995
Job Head of Defined Contribution Product Development and Implementation at AXA US
Industry Financial Services
Experience
AXA US July 2002 - Present
McKinsey & Company 1998 - 2001
MassMutual Financial Group 1994 - 1995
Skills
Mutual Funds, Investments, Financial Services, Fixed Annuities, Strategy, Variable Annuities, Marketing, Employee Benefits, Product Development, Defined Contribution, Cross-functional Team..., IRAs
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance, Management
Colgate University 1987 — 1991
BA, Asian Studies
AXA US July 2002 - Present
McKinsey & Company 1998 - 2001
MassMutual Financial Group 1994 - 1995
Skills
Mutual Funds, Investments, Financial Services, Fixed Annuities, Strategy, Variable Annuities, Marketing, Employee Benefits, Product Development, Defined Contribution, Cross-functional Team..., IRAs
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance, Management
Colgate University 1987 — 1991
BA, Asian Studies
Joshua Hamby's MassMutual Financial Group Experience April 2015 - Present
Job Insurance and Financial Advisor with Mass Mutual
Industry Financial Services
Experience
MassMutual Financial Group April 2015 - Present
BioTek Labs August 2012 - January 2015
Carolina One Real Estate 2011 - May 2014
Skills
Buyer Representation, First Time Home Buyers, Investment Properties, New Home Sales, Relocation, Sellers, Short Sales, Social Networking, ABR, Listings, Social Media, Vacation Homes, Condos, PowerPoint, Public Speaking, SFR, Sales, Single Family Homes, Microsoft Office
Education
College of Charleston 2008 — 2012
The McCallie School 2004 — 2008
MassMutual Financial Group April 2015 - Present
BioTek Labs August 2012 - January 2015
Carolina One Real Estate 2011 - May 2014
Skills
Buyer Representation, First Time Home Buyers, Investment Properties, New Home Sales, Relocation, Sellers, Short Sales, Social Networking, ABR, Listings, Social Media, Vacation Homes, Condos, PowerPoint, Public Speaking, SFR, Sales, Single Family Homes, Microsoft Office
Education
College of Charleston 2008 — 2012
The McCallie School 2004 — 2008
Kisha Stephens's MassMutual Financial Group Experience 2005 - 2006
Job Director of Life & Disability Underwriting
Industry Financial Services
Experience
Metzman & Associates/ Vision Financial August 2006 - Present
West Financial Group, Inc 2006 - 2006
MassMutual Financial Group 2005 - 2006
Atlanta Label Corporation August 1999 - August 2002
Skills
Banking, Financial Analysis, Insurance, Risk Management, Credit, Microsoft Excel, Investments, Retirement, Sales, Financial Services
Education
Clark Atlanta University
Biology, General
Metzman & Associates/ Vision Financial August 2006 - Present
West Financial Group, Inc 2006 - 2006
MassMutual Financial Group 2005 - 2006
Atlanta Label Corporation August 1999 - August 2002
Skills
Banking, Financial Analysis, Insurance, Risk Management, Credit, Microsoft Excel, Investments, Retirement, Sales, Financial Services
Education
Clark Atlanta University
Biology, General
Jocelyn Hemingway's MassMutual Financial Group Experience May 2004 - June 2010
Job CPA, MBA
Industry Financial Services
Experience
Babson Capital Management June 2010 - Present
MassMutual Financial Group May 2004 - June 2010
Babson Capital Management November 2001 - May 2004
MassMutual Financial Group November 1999 - November 2001
PriceWaterhouseCoopers 1995 - 1998
Coopers and Lybrand 1995 - 1998
Education
Suffolk University - Sawyer School of Management
MBA, Business Management
College of Our Lady of the Elms 1991 — 1995
Bachelor, Accounting
Babson Capital Management June 2010 - Present
MassMutual Financial Group May 2004 - June 2010
Babson Capital Management November 2001 - May 2004
MassMutual Financial Group November 1999 - November 2001
PriceWaterhouseCoopers 1995 - 1998
Coopers and Lybrand 1995 - 1998
Education
Suffolk University - Sawyer School of Management
MBA, Business Management
College of Our Lady of the Elms 1991 — 1995
Bachelor, Accounting
Dawn M. Hamel, Esq.'s MassMutual Financial Group Experience April 2015 - Present
Job ERISA Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group April 2015 - Present
Fidelity Investments October 2002 - April 2015
Skills
Defined Benefit, Process Improvement, Retirement, Financial Services, ERISA, 401k, Defined Contribution, Employee Benefits
Education
Western New England College School of Law 2006 — 2009
JD, Concentration in Estate Planning
Clark University 2001 — 2004
MBA, Management
MassMutual Financial Group April 2015 - Present
Fidelity Investments October 2002 - April 2015
Skills
Defined Benefit, Process Improvement, Retirement, Financial Services, ERISA, 401k, Defined Contribution, Employee Benefits
Education
Western New England College School of Law 2006 — 2009
JD, Concentration in Estate Planning
Clark University 2001 — 2004
MBA, Management
Frank Thomson's MassMutual Financial Group Experience 2001 - 2005
Job Sr. Compliance Legal/Regulatory Liaison
Industry Financial Services
Experience
AXA Equitable 2010 - 2013
Thomson Law Firm 2007 - 2010
MassMutual Financial Group 2001 - 2005
Education
George Mason University School of Law 1997 — 2000
JD, Law
College of Charleston 1989 — 1994
BA, Business
AXA Equitable 2010 - 2013
Thomson Law Firm 2007 - 2010
MassMutual Financial Group 2001 - 2005
Education
George Mason University School of Law 1997 — 2000
JD, Law
College of Charleston 1989 — 1994
BA, Business
Dreana Sanders's MassMutual Financial Group Experience July 2007 - September 2009
Job Administrative Assistant at Harold Grinspoon Foundation
Industry Financial Services
Experience
Harold Grinspoon Foundation April 2013 - Present
Springfield Jewish Community Center June 2009 - Present
Honda Financial Services January 2012 - April 2013
MassMutual Financial Group July 2007 - September 2009
Holyoke Community College August 2005 - July 2007
J. Morrissey & Company March 2005 - July 2007
Skills
Microsoft Office Suite., Staff Soft, Kenexa,..., Strong written and..., Strong prioritizing and..., Excellent ability to..., Excellent attention to..., Ability to handle..., Recruiting, Talent Acquisition, Onboarding, Talent Management, Organizational..., Customer Service, Interviews, Applicant Tracking...
Education
College of Our Lady of the Elms 2012 — 2014
Bachelor of Arts (B.A.), Psychology
Springfield Technical Community College 2002 — 2004
Associates, Business Management
Harold Grinspoon Foundation April 2013 - Present
Springfield Jewish Community Center June 2009 - Present
Honda Financial Services January 2012 - April 2013
MassMutual Financial Group July 2007 - September 2009
Holyoke Community College August 2005 - July 2007
J. Morrissey & Company March 2005 - July 2007
Skills
Microsoft Office Suite., Staff Soft, Kenexa,..., Strong written and..., Strong prioritizing and..., Excellent ability to..., Excellent attention to..., Ability to handle..., Recruiting, Talent Acquisition, Onboarding, Talent Management, Organizational..., Customer Service, Interviews, Applicant Tracking...
Education
College of Our Lady of the Elms 2012 — 2014
Bachelor of Arts (B.A.), Psychology
Springfield Technical Community College 2002 — 2004
Associates, Business Management
Pradeep Kumar Malli's MassMutual Financial Group Experience July 2015 - Present
Job at
Industry Insurance
Experience
MassMutual Financial Group July 2015 - Present
MassMutual Financial Group July 2012 - Present
Cognizant Technology Solutions May 2007 - June 2012
Hughes Software(Aricent) May 2003 - April 2005
Cordys 2002 - 2003
Skills
Consulting, Program Management, Pre-sales, Business Process Design, Requirements Management, Requirements Analysis, Process Consulting, Software Project..., Agile Methodologies, Cross-functional Team..., Business Intelligence, ERP, Business Strategy, Business Development, Analysis, Business Analysis
Education
Management Development Institute 2005 — 2007
Master of Business Administration (PGDM)), Finance and IT
Coimbatore Institute of Technology 1998 — 2002
Bachelor of Engineering (B.E.), Electronics and Communication Engineering
Asan Memorial 1994 — 1996
MassMutual Financial Group July 2015 - Present
MassMutual Financial Group July 2012 - Present
Cognizant Technology Solutions May 2007 - June 2012
Hughes Software(Aricent) May 2003 - April 2005
Cordys 2002 - 2003
Skills
Consulting, Program Management, Pre-sales, Business Process Design, Requirements Management, Requirements Analysis, Process Consulting, Software Project..., Agile Methodologies, Cross-functional Team..., Business Intelligence, ERP, Business Strategy, Business Development, Analysis, Business Analysis
Education
Management Development Institute 2005 — 2007
Master of Business Administration (PGDM)), Finance and IT
Coimbatore Institute of Technology 1998 — 2002
Bachelor of Engineering (B.E.), Electronics and Communication Engineering
Asan Memorial 1994 — 1996
Robert Haran, FLMI's MassMutual Financial Group Experience 1999 - 2007
Job SVP One Resource Group
Industry Insurance
Experience
RH Financial LLC/One Resource Group 2008 - Present
MassMutual Financial Group 1999 - 2007
CIGNA/Lincoln Life 1997 - 1998
CIGNA 1992 - 1996
Travelers Insurance Company 1985 - 1992
Skills
Claim, Insurance, Underwriting, Operations Management, Budgets, Management, Fixed Annuities, Finance, Risk Management, Term Life Insurance, Retirement Planning, Retirement, Life Insurance, Financial Services, Investments, Brokers
Education
Colgate University 1981 — 1985
BA, Political Science
RH Financial LLC/One Resource Group 2008 - Present
MassMutual Financial Group 1999 - 2007
CIGNA/Lincoln Life 1997 - 1998
CIGNA 1992 - 1996
Travelers Insurance Company 1985 - 1992
Skills
Claim, Insurance, Underwriting, Operations Management, Budgets, Management, Fixed Annuities, Finance, Risk Management, Term Life Insurance, Retirement Planning, Retirement, Life Insurance, Financial Services, Investments, Brokers
Education
Colgate University 1981 — 1985
BA, Political Science
Pete Brothers's MassMutual Financial Group Experience 1985 - 1986
Job Sr. Business System Analyst at Waters
Industry Medical Devices
Experience
Waters 1995 - Present
Dexter Shoe 1991 - 1995
Waters 1986 - 1991
MassMutual Financial Group 1985 - 1986
Skills
SAP R/3, SAP BW, Sales Information System, Variant Configuration, ABAP, Vistex, SAP BI, SAP Netweaver, SAP CRM, SD, SAP ERP, Business Intelligence, SAP, Business Analysis, ERP, Business Objects, Requirements Analysis
Education
Clark University 1982 — 1984
BA, Computer Programming
Quinsigamond Community College 1980 — 1982
AS, Computer Technology
Waters 1995 - Present
Dexter Shoe 1991 - 1995
Waters 1986 - 1991
MassMutual Financial Group 1985 - 1986
Skills
SAP R/3, SAP BW, Sales Information System, Variant Configuration, ABAP, Vistex, SAP BI, SAP Netweaver, SAP CRM, SD, SAP ERP, Business Intelligence, SAP, Business Analysis, ERP, Business Objects, Requirements Analysis
Education
Clark University 1982 — 1984
BA, Computer Programming
Quinsigamond Community College 1980 — 1982
AS, Computer Technology
Brian Murca's MassMutual Financial Group Experience September 2013 - Present
Job
Industry Financial Services
Experience
MassMutual Financial Group September 2013 - Present
MassMutual Financial Group November 2011 - September 2013
MassMutual Financial Group June 2011 - November 2011
MassMutual Financial Group December 2009 - June 2011
MassMutual Financial Group August 2008 - March 2009
Skills
Finance, Insurance, Sales, Strategic Financial..., Microsoft Excel, Disability Insurance, Employee Benefits, Long-term Care, Strategic Planning, Investments, Financial Services, Financial Analysis, Securities, Wealth Management, Life Insurance, Fixed Annuities, Retirement, Term Life Insurance, Leadership, Microsoft Office
Education
College of Our Lady of the Elms 2006 — 2009
Bachelor's degree
MassMutual Financial Group September 2013 - Present
MassMutual Financial Group November 2011 - September 2013
MassMutual Financial Group June 2011 - November 2011
MassMutual Financial Group December 2009 - June 2011
MassMutual Financial Group August 2008 - March 2009
Skills
Finance, Insurance, Sales, Strategic Financial..., Microsoft Excel, Disability Insurance, Employee Benefits, Long-term Care, Strategic Planning, Investments, Financial Services, Financial Analysis, Securities, Wealth Management, Life Insurance, Fixed Annuities, Retirement, Term Life Insurance, Leadership, Microsoft Office
Education
College of Our Lady of the Elms 2006 — 2009
Bachelor's degree
Tim Ward's MassMutual Financial Group Experience January 2013 - July 2013
Job Purveyor of Music at Land of Retirement
Industry Broadcast Media
Experience
Land of Retirement October 2013 - Present
MassMutual Financial Group January 2013 - July 2013
Hartford Financial Services Group September 1979 - December 2012
Connecticut Mutual Life insurance Co. January 1976 - September 1979
Skills
Requirements Gathering, Business Analysis, Requirements Analysis, Business Requirements, User Acceptance Testing, SharePoint, SDLC, Software Documentation, Business Architecture, Business Process, Functional..., Project Portfolio..., Systems Analysis, Waterfall, Problem Solving, Resource Management, Enterprise Architecture, IT Strategy, Vendor Management, Business Process..., Data Warehousing, PMO, Gap Analysis, Business Process Mapping, Testing, Team Building, Integration, Quality Center, Data Analysis, Sametime, Data Stewardship, Documentation, Word, Data Management, Oral & Written..., Functional Requirements, Outlook, Roving Leadership, Data Mapping, Data Wrangling
Education
University of Rhode Island 1969 — 1973
B.S., Zoology
Bloomfield High School
Clemson University
Master of Science, Zoology
Land of Retirement October 2013 - Present
MassMutual Financial Group January 2013 - July 2013
Hartford Financial Services Group September 1979 - December 2012
Connecticut Mutual Life insurance Co. January 1976 - September 1979
Skills
Requirements Gathering, Business Analysis, Requirements Analysis, Business Requirements, User Acceptance Testing, SharePoint, SDLC, Software Documentation, Business Architecture, Business Process, Functional..., Project Portfolio..., Systems Analysis, Waterfall, Problem Solving, Resource Management, Enterprise Architecture, IT Strategy, Vendor Management, Business Process..., Data Warehousing, PMO, Gap Analysis, Business Process Mapping, Testing, Team Building, Integration, Quality Center, Data Analysis, Sametime, Data Stewardship, Documentation, Word, Data Management, Oral & Written..., Functional Requirements, Outlook, Roving Leadership, Data Mapping, Data Wrangling
Education
University of Rhode Island 1969 — 1973
B.S., Zoology
Bloomfield High School
Clemson University
Master of Science, Zoology
Timothy Dasinger's MassMutual Financial Group Experience April 2009 - March 2010
Job Marketing Representative/MyChoice Individual Health Products
Industry Insurance
Experience
BlueChoice, a subsidiary of Blue Cross Blue Shield of South Carolina May 2012 - Present
The Northwestern Mutual Financial Network March 2010 - July 2011
MassMutual Financial Group April 2009 - March 2010
Morgan Stanley/Smith Barney April 2008 - April 2009
Wachovia Bank May 2006 - April 2008
Enterprise Rent-A-Car November 2004 - May 2006
Skills
Leadership, Insurance, Sales, Marketing, New Business Development, Customer Service, Individual Health..., Health Care Reform, Healthcare Industry, Health Insurance, CRM, Cold Calling, Disability Insurance, Employee Benefits, Life Insurance, Long-term Care, Retirement Planning, Selling, Small Business, Strategic Planning, Term Life Insurance, Training, Management
Education
University of South Carolina-Columbia 1999 — 2003
Bachelor of Arts, Media
College of Charleston 1996 — 1997
BlueChoice, a subsidiary of Blue Cross Blue Shield of South Carolina May 2012 - Present
The Northwestern Mutual Financial Network March 2010 - July 2011
MassMutual Financial Group April 2009 - March 2010
Morgan Stanley/Smith Barney April 2008 - April 2009
Wachovia Bank May 2006 - April 2008
Enterprise Rent-A-Car November 2004 - May 2006
Skills
Leadership, Insurance, Sales, Marketing, New Business Development, Customer Service, Individual Health..., Health Care Reform, Healthcare Industry, Health Insurance, CRM, Cold Calling, Disability Insurance, Employee Benefits, Life Insurance, Long-term Care, Retirement Planning, Selling, Small Business, Strategic Planning, Term Life Insurance, Training, Management
Education
University of South Carolina-Columbia 1999 — 2003
Bachelor of Arts, Media
College of Charleston 1996 — 1997
Catherine Zhong, MBA, CFA's MassMutual Financial Group Experience February 2003 - December 2008
Job Senior Quantitative Financial Analyst at MUFG Americas
Industry Financial Services
Experience
MUFG Americas June 2014 - Present
Bank of America November 2010 - June 2014
Waddell & Reed March 2009 - October 2010
MassMutual Financial Group February 2003 - December 2008
Alfa Laval January 2000 - December 2000
Hyundai Heavy Industries Co., Ltd September 1997 - December 1999
Skills
Valuation, Portfolio Management, Forecasting, Investments, Finance, Corporate Finance, Equities, Alternative Investments, Financial Analysis, Capital Markets, Asset Allocation, Asset Management, Financial Modeling, VBA, Bloomberg
Education
Clarion University of Pennsylvania 2001 — 2002
Master's, Business Administration; Finance
MUFG Americas June 2014 - Present
Bank of America November 2010 - June 2014
Waddell & Reed March 2009 - October 2010
MassMutual Financial Group February 2003 - December 2008
Alfa Laval January 2000 - December 2000
Hyundai Heavy Industries Co., Ltd September 1997 - December 1999
Skills
Valuation, Portfolio Management, Forecasting, Investments, Finance, Corporate Finance, Equities, Alternative Investments, Financial Analysis, Capital Markets, Asset Allocation, Asset Management, Financial Modeling, VBA, Bloomberg
Education
Clarion University of Pennsylvania 2001 — 2002
Master's, Business Administration; Finance
Cheryl Novak's MassMutual Financial Group Experience 2000 - 2004
Job
Industry
Experience
Bingham McCutchen LLP 2004 - 2009
MassMutual Financial Group 2000 - 2004
Skills
Drafting Agreements, Real Estate Transactions, Corporate Finance, Leasing, Lease Negotiations, Commerical Transactions, Commercial Real Estate, Commercial Lending, Commercial Leasing, Contract Negotiation, Institutional..., Corporate Real Estate, Litigation, Commercial Litigation, Legal Research, Corporate Law, Legal Writing, Westlaw, Bankruptcy, Corporate Governance
Education
Western New England College School of Law 2000 — 2004
J.D., Law, cum laude
College of Our Lady of the Elms 1996 — 1998
Bachelor of Arts (B.A.), Paralegal Studies, summa cum laude
Bingham McCutchen LLP 2004 - 2009
MassMutual Financial Group 2000 - 2004
Skills
Drafting Agreements, Real Estate Transactions, Corporate Finance, Leasing, Lease Negotiations, Commerical Transactions, Commercial Real Estate, Commercial Lending, Commercial Leasing, Contract Negotiation, Institutional..., Corporate Real Estate, Litigation, Commercial Litigation, Legal Research, Corporate Law, Legal Writing, Westlaw, Bankruptcy, Corporate Governance
Education
Western New England College School of Law 2000 — 2004
J.D., Law, cum laude
College of Our Lady of the Elms 1996 — 1998
Bachelor of Arts (B.A.), Paralegal Studies, summa cum laude
Rebecca Nicoletta, CLU, ChFC, AALU's MassMutual Financial Group Experience October 2013 - Present
Job Senior Underwriting Consultant at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group October 2013 - Present
Aviva USA November 2010 - Present
TFS Insurance Brokerage September 2006 - October 2010
William Penn Life Assurance April 1984 - April 1989
Standard Security Life 1975 - 1984
Skills
Underwriting, Reinsurance, Insurance, Term Life Insurance, Customer Service, Life Insurance, Universal Life, Disability Insurance, Financial Risk, Health Insurance
Education
City University of New York-Brooklyn College 1970 — 1974
BS, Education
Franklin Delano Roosevelt H.S. 1966 — 1970
MassMutual Financial Group October 2013 - Present
Aviva USA November 2010 - Present
TFS Insurance Brokerage September 2006 - October 2010
William Penn Life Assurance April 1984 - April 1989
Standard Security Life 1975 - 1984
Skills
Underwriting, Reinsurance, Insurance, Term Life Insurance, Customer Service, Life Insurance, Universal Life, Disability Insurance, Financial Risk, Health Insurance
Education
City University of New York-Brooklyn College 1970 — 1974
BS, Education
Franklin Delano Roosevelt H.S. 1966 — 1970
Nithya Sivasubramaniam's MassMutual Financial Group Experience April 2011 - August 2011
Job Principal Quality Assurance Engineer at EBSCO Publishing
Industry Financial Services
Experience
EBSCO Publishing January 2014 - Present
EBSCO Publishing September 2011 - December 2013
MassMutual Financial Group April 2011 - August 2011
MassMutual Financial Group March 2009 - July 2010
John Hancock Life Insurance Company (U.S.A.) September 2008 - December 2008
MassMutual Financial Group August 2007 - September 2008
Almac Group May 2006 - June 2007
Supply Insight Inc November 2005 - April 2006
Skills
Java, SQL, Quality Center, Testing, SDLC, Web Services, Software Quality..., XML, Requirements Analysis, Quality Assurance
Education
Clemson University 2004 — 2006
Master of Science, Mechanical Engineering
Purdue University 2002 — 2004
Master of Science, Industrial Engineering
PSG College of Technology 1998 — 2002
Bachelor of Engineering, Mechanical Engineering
EBSCO Publishing January 2014 - Present
EBSCO Publishing September 2011 - December 2013
MassMutual Financial Group April 2011 - August 2011
MassMutual Financial Group March 2009 - July 2010
John Hancock Life Insurance Company (U.S.A.) September 2008 - December 2008
MassMutual Financial Group August 2007 - September 2008
Almac Group May 2006 - June 2007
Supply Insight Inc November 2005 - April 2006
Skills
Java, SQL, Quality Center, Testing, SDLC, Web Services, Software Quality..., XML, Requirements Analysis, Quality Assurance
Education
Clemson University 2004 — 2006
Master of Science, Mechanical Engineering
Purdue University 2002 — 2004
Master of Science, Industrial Engineering
PSG College of Technology 1998 — 2002
Bachelor of Engineering, Mechanical Engineering
Sue Mancione's MassMutual Financial Group Experience December 2012 - August 2013
Job Licensed Service Agent and Advisor
Industry Financial Services
Experience
State Farm November 2014 - Present
Pleasantview Fire Protection Dist. May 2013 - July 2014
Trinity Insurance Group July 2012 - February 2014
MassMutual Financial Group December 2012 - August 2013
Pinney Insurance Center, Inc July 2011 - July 2012
Life Quotes, Inc. 2010 - 2011
MAF Companies, Inc 2003 - 2010
Skills
Sales Growth, Business Operations, Disability Insurance, Life Insurance, Insurance, Long-term Care, Term Life Insurance, Underwriting, Health Insurance, Retirement, Retirement Planning, Estate Planning, Universal Life, Sales Management, New Business Development, Brokers, Whole Life, Long Term Care Insurance, Marketing, Sales, Customer Service, Team Building, Critical Illness, Management, Leadership, Financial Services, Property
Education
College of DuPage 1990 — 1992
Associates
LTHS
State Farm November 2014 - Present
Pleasantview Fire Protection Dist. May 2013 - July 2014
Trinity Insurance Group July 2012 - February 2014
MassMutual Financial Group December 2012 - August 2013
Pinney Insurance Center, Inc July 2011 - July 2012
Life Quotes, Inc. 2010 - 2011
MAF Companies, Inc 2003 - 2010
Skills
Sales Growth, Business Operations, Disability Insurance, Life Insurance, Insurance, Long-term Care, Term Life Insurance, Underwriting, Health Insurance, Retirement, Retirement Planning, Estate Planning, Universal Life, Sales Management, New Business Development, Brokers, Whole Life, Long Term Care Insurance, Marketing, Sales, Customer Service, Team Building, Critical Illness, Management, Leadership, Financial Services, Property
Education
College of DuPage 1990 — 1992
Associates
LTHS
Ramon Fernandez-Rubio, ATA, ATP,MTAX, LUTCF's MassMutual Financial Group Experience 1991 - 1992
Job President at FernandezRubio & Co
Industry Financial Services
Experience
Fernandez-Rubio & Co 2003 - Present
Everest Institute / Corinthian Colleges June 1996 - May 2012
Select Capital Advisors 1992 - 1996
MassMutual Financial Group 1991 - 1992
Florida National Bank 1987 - 1991
Barnett Bank 1983 - 1986
South Carolina National Bank 1978 - 1983
Skills
Certified Quickbooks..., Tax, Microsoft Excel, Customer Service, Teaching, Accounting, QuickBooks, Payroll, Coaching, Accounts Payable, Account Reconciliation, Accounts Receivable, Outlook, Microsoft Office, Financial Analysis, Training, Budgets, Analysis, Financial Reporting, Insurance, Life & Health Insurance..., Peachtree, Bookkeeping, Financial Accounting, Small Business, Financial Statements, Income Tax, Tax Accounting, Venture Capital, Tax Preparation, Tax Returns, College Teaching, Teaching Adults, CampusVue, New Business Development, Execution of Business..., Small Business Lending, Asset Based Lending, IRS, Finance
Education
Clemson University
Bachelor's degree, Financial Management
Clemson University
Bachelor's degree, Economics
Nova Southeastern University
Master's degree, Taxation
Nova Southeastern University
Master's degree, Accounting
Fernandez-Rubio & Co 2003 - Present
Everest Institute / Corinthian Colleges June 1996 - May 2012
Select Capital Advisors 1992 - 1996
MassMutual Financial Group 1991 - 1992
Florida National Bank 1987 - 1991
Barnett Bank 1983 - 1986
South Carolina National Bank 1978 - 1983
Skills
Certified Quickbooks..., Tax, Microsoft Excel, Customer Service, Teaching, Accounting, QuickBooks, Payroll, Coaching, Accounts Payable, Account Reconciliation, Accounts Receivable, Outlook, Microsoft Office, Financial Analysis, Training, Budgets, Analysis, Financial Reporting, Insurance, Life & Health Insurance..., Peachtree, Bookkeeping, Financial Accounting, Small Business, Financial Statements, Income Tax, Tax Accounting, Venture Capital, Tax Preparation, Tax Returns, College Teaching, Teaching Adults, CampusVue, New Business Development, Execution of Business..., Small Business Lending, Asset Based Lending, IRS, Finance
Education
Clemson University
Bachelor's degree, Financial Management
Clemson University
Bachelor's degree, Economics
Nova Southeastern University
Master's degree, Taxation
Nova Southeastern University
Master's degree, Accounting
Jennifer Ferri's MassMutual Financial Group Experience June 1999 - Present
Job Finance Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group June 1999 - Present
Skills
Financial Analysis, Financial Planning, Business Analysis, Insurance, Process Improvement, Microsoft Office
Education
College of Our Lady of the Elms
MassMutual Financial Group June 1999 - Present
Skills
Financial Analysis, Financial Planning, Business Analysis, Insurance, Process Improvement, Microsoft Office
Education
College of Our Lady of the Elms
Jennifer Ferri's MassMutual Financial Group Experience June 1999 - Present
Job Finance Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group June 1999 - Present
Education
College of Our Lady of the Elms
Mathematics
MassMutual Financial Group June 1999 - Present
Education
College of Our Lady of the Elms
Mathematics
Amy Patruno's MassMutual Financial Group Experience February 2001 - May 2010
Job Office Manager/Administrative Assist at Ronkese Insurance and Financial Services
Industry Staffing and Recruiting
Experience
Ronkese Insurance and Financial Services February 2014 - Present
United Personnel August 2012 - February 2014
MassMutual Financial Group February 2001 - May 2010
Education
College of Our Lady of the Elms 1993 — 1997
Bachelor's degree, Psychology and Sociology
Ronkese Insurance and Financial Services February 2014 - Present
United Personnel August 2012 - February 2014
MassMutual Financial Group February 2001 - May 2010
Education
College of Our Lady of the Elms 1993 — 1997
Bachelor's degree, Psychology and Sociology