MassMutual Financial Group
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
7-Eleven February 2015 - Present
Target March 2014 - February 2015
Target July 2012 - March 2014
Target October 2010 - July 2012
MassMutual Financial Group May 2010 - September 2010
MassMutual Financial Group September 2008 - May 2010
Drake University August 2007 - May 2010
Drake University August 2007 - May 2008
MassMutual Financial Group October 2007 - April 2008
Skills
Recruiting, Workshop Facilitation, Microsoft Office, Budget, Press Releases, Proposal Writing, Policy Analysis, Employee Training, Leadership, Staff Development, Payroll, Interviews, Budgets, Sales, Customer Service, Training, Marketing, Time Management, Microsoft Excel
Education
Drake University 2006 — 2010
Bachelor of Business Administration, Marketing and Management
MassMutual Financial Group November 2014 - Present
The Johnson Law Firm February 2014 - July 2015
Dallas Theological Seminary January 2013 - March 2014
Security First National Bank August 2012 - December 2012
Shanghai Institute of Foreign Trade August 2011 - June 2012
Allstate May 2011 - August 2011
Northwestern Mutual June 2010 - August 2011
Grace Life Community Church June 2009 - August 2009
Wilson Elser August 2007 - August 2009
Trefort Agoston Kettanyelvu Szakkozepiskola June 2006 - May 2007
Skills
Event Planning, Social Media, Public Relations, Fundraising, Customer Service, Microsoft Office, Non-profits, Public Speaking, Microsoft Word, Volunteer Management, Research, Team Leadership, Leadership, Teaching, Training, Event Management, Strategic Planning, Social Networking, Project Planning, Marketing, Staff Development, Social Media Marketing, Leadership Development, English, Organizational..., International..., Motivation, International Relations, Time Management, Nonprofits, Newsletters, Higher Education, Community Outreach, Government, Coaching, Policy
Education
Dallas Theological Seminary 2014 — 2018
Doctoral of Educational Ministry, Effective Women's Ministries
Dallas Theological Seminary 2007 — 2011
MA/CE, Theology
University of Central Oklahoma 2001 — 2003
Bachelor's Degree, Psychology/Business
Carl Albert State College 1999 — 2001
Associates, Psychology
Lifetime Wealth Strategies June 2011 - Present
Fifth Third Bank 2005 - 2011
MassMutual Financial Group 2001 - 2005
Skills
Insurance, Estate Planning, Succession Planning, Strategic Planning, Long Term Care Insurance, Financial Risk..., Long Term Care Planning, CERTIFIED FINANCIAL...
Education
Denison University
Bachelor of Arts (B.A.), Economics
AARP 2012 - 2014
USG Corporation 2005 - 2012
Client Distribution Services, Inc. 2004 - 2005
TransSettlements 2003 - 2004
Houghton Mifflin Harcourt 2000 - 2002
Memorial Sloan-Kettering Cancer Center 1999 - 2000
Angelica Image Apparel 1998 - 1999
MassMutual Financial Group 1998 - 1998
Walt Disney World 1997 - 1998
Lucent Technologies 1996 - 1997
Skills
Integration, Systems Analysis, Enterprise Architecture, Application Architecture, Mainframe, IBM Mainframe, TSO, COBOL, COBOLII, Easytrieve, ETL, EDI, webMethods, EAI, Oracle PL/SQL..., Databases, DB2, Database Design, Data Modeling, Data Warehousing, CICS, JCL, Endeavor, Web Design, Microsoft SQL Server, Microsoft Visual Studio, Oracle, 4GL, Performance Tuning, Troubleshooting, Testing, Quality Assurance, Software Documentation, Requirements Analysis, Instructional Design, Instructor-led Training, IBM iSeries, Team-oriented, Team Building, Microsoft Office, Microfocus COBOL
Education
DeVry University-Illinois 2005 — 2014
Technical Management
Computer Ed Institute 2003 — 2003
Certificate of Completion
ObserveIT January 2015 - Present
Next Step Living May 2014 - November 2014
MassMutual Financial Group January 2013 - July 2013
Plymouth Rock Assurance January 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Sales, Customer Service, Cold Calling, Microsoft Word, Marketing, Outlook, Social Media, Leadership, Public Speaking, Facebook, Social Networking, Social Media Marketing, Research, Puppets, Serious Gaming, Access, Event Planning, Microsoft Access, Flags, Trail Running, Lighting Design, IT Security
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2014
Bachelor's degree, Marketing/Management
Singapore American School
MassMutual Financial Group January 2013 - Present
The Hartford December 2012 - January 2013
Wealth Enhancement Group August 2011 - December 2012
The Hartford July 2008 - July 2011
Ameriprise Financial 2005 - 2008
Ameriprise Financial Services, Inc. 2003 - 2005
The English School Stockholm 1998 - 2002
Skills
Business Development, Sales, Leadership, 401(k), Retirement Plan..., 403(b)
Education
Dartmouth College 1993 — 1997
Bachelor of Arts
Tennant Company September 2015 - Present
CEVA Logistics April 2015 - August 2015
CEVA Logistics January 2015 - April 2015
CEVA Logistics May 2014 - January 2015
CEVA Logistics November 2013 - April 2014
MassMutual Financial Group May 2012 - January 2013
Lowe's Home Improvement May 2011 - April 2012
Target May 2008 - July 2010
Target January 2005 - May 2008
Target January 2003 - May 2005
Skills
Leadership, Management, Project Planning, Loss Prevention, Merchandising, Inventory Management, Retail, Inventory Control, Process Scheduler, Customer Service, Employee Relations, Operations Management, Training, Marketing, Team Leadership, Store Management, Strategic Planning, Sales, Analysis, Income Statement, Succession Planning, Logistics, Customer Satisfaction, Time Management, Profit
Education
Cornerstone University
Bachelor's, Business Management
Jenison High School
Diploma
deVere Group September 2013 - Present
WCM Capital October 2010 - Present
Nova Capital Global Markets April 2012 - October 2012
Nova Capital Global Markets April 2012 - June 2012
Beyond Capital Markets May 2011 - January 2012
Bright Grid Solar Inc October 2010 - January 2011
Merrill Lynch September 2008 - October 2010
MassMutual Financial Group September 2001 - September 2008
Triple Point Technology 2001 - 2003
SS&C TECHNOLOGY January 1998 - January 2001
Skills
Investments, Alternative Investments, Portfolio Management, Equities, Fixed Income, Asset Management, Asset Allocation, Wealth Management, Business Planning, Mutual Funds, Trading, Private Equity, Wealth Management..., Investment Advisory, Risk Management, Finance, Financial Services, Series 7, Emerging Markets, Bonds, Investment Strategies, Options, Financial Advisory, Financial Markets, Asset Managment, Institutional Investors, Customer Relations, Endowments, Sales Process, Cold Calling, Hedge Funds, ETFs, Series 63, Derivatives, Private Wealth..., Hedging, Capital Markets, Institutional, Fund Of Funds, Strategy, Corporate Finance, Financial Risk, Funding, Structured Finance, Investment Banking, Business Development, Valuation, Securities, Relationship Management, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA
Cornell University 1975 — 1979
B.A.
MassMutual Financial Group July 2013 - Present
Great-West Financial August 2012 - August 2013
Great-West Retirement Services August 2009 - August 2012
The Wilson Agency, LLC January 2008 - August 2009
Skills
Series 6, Financial Services, Retirement, Retirement Planning, Investments, Retirement Plan..., Retirement Education, Series 63, Series 26, Insurance Background, Plant Design, Compliance, Team Management, New Business Development, Sales Prospecting, 401k, Health Insurance, FINRA, Fixed Annuities, Pensions, Mutual Funds, Insurance, Human Resources, Management, ERISA, IRAs, Series 7, Defined Benefit, Disability Insurance, Investment Advisory, Asset Allocation, Employee Benefits, Analysis, Strategic Financial..., Relationship Management, Marketing, Investment Strategies, Deferred Compensation, Wealth Management, Business Planning, Benefits Administration, Securities, Financial Advisory, Life Insurance, Uniform Combined State..., Underwriting, Health Savings Accounts, Financial Analysis, Financial Planners, Roth IRA
Education
The University of Texas at San Antonio 2011 — 2012
CFP Certification Program
University of Alaska Anchorage 2009 — 2011
MBA, Business Administration-Finance
Delaware State University 2002 — 2005
BS, Business Economics
University of California, Los Angeles
Thumann Agency Inc. March 2004 - Present
MassMutual Financial Group 2007 - 2015
MassMutual Financial Group 2007 - 2015
Farmers Insurance January 1996 - March 2004
State Farm January 1991 - January 1996
Skills
Property & Casualty..., Commercial Insurance, Insurance, Disability Insurance, Umbrella Insurance, Life Insurance, Underwriting, Fixed Annuities, Casualty, Legal Liability, Commercial Lines, General Insurance, Homeowners, Term Life Insurance, Workers Compensation, Liability, Renters, Inland Marine, Employment Practices..., Health Insurance, Long-term Care, Retirement, Retirement Planning, Claim, Whole Life, 401k, Professional Liability, Bonds, Employee Benefits, Medicare, Motorcycle, Small Business, Estate Planning, Brokers, Strategic Financial..., Personal Lines Auto, Financial Planners, Risk Management, Mutual Funds, Claims Management, Agents, Surety Bonds, Reinsurance, Casualty Insurance
Education
DeVry University-Texas 1991 — 1993
Electrical and Electronics Engineering
DeVry Institute of Technology 1989 — 1991
Associate's degree, Computer Science
MassMutual Financial Group January 2013 - Present
The Hartford May 2006 - December 2012
GE Capital July 2002 - May 2006
Chrysler Financial November 1991 - July 2002
Skills
Insurance, Process Improvement, Risk Management, Underwriting, Call Centers, Employee Benefits, Leadership, Property & Casualty..., 401k, Customer Service, Account Management, Property, Six Sigma, Lean Six Sigma, Sales Management, General Insurance, Vendor Management, Business Analysis, Sales, Financial Services, Management, Fixed Annuities, Call Center, Mutual Funds, Change Management, Team Building, Coaching, Training
Education
State University of New York College at Oneonta 1988 — 1990
Bachelor of Science (BS), Psychology
Corning Community College 1986 — 1988
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Dartmouth College May 2014 - Present
The Box March 2014 - June 2015
WestSummit Capital June 2014 - August 2014
Dartmouth College January 2014 - June 2014
MassMutual Financial Group June 2013 - August 2013
The Hunger Fighters Project October 2011 - June 2013
Abmart June 2011 - July 2011
Dorsey & Whitney LLP June 2011 - July 2011
Skills
Spanish, Microsoft Office, Research, Fundraising, Social Media, Mandarin, Nonprofits, Public Policy, Recruiting, Leadership, Editing, Customer Service, Teaching, Community Outreach
Education
Dartmouth College 2013 — 2017
Bachelor of Arts (B.A.), Economics
Universidad Torcuato Di Tella 2015 — 2015
Culver Academies 2009 — 2013
High School Degree
Datalink February 2014 - Present
Datalink Corporation September 2012 - February 2014
MassMutual Financial Group May 2011 - September 2011
Skills
Salesforce.com, Sales, Sales Process, Solution Selling, Account Management, Team Leadership, Lead Generation, Data Center, CRM, Training, B2B, Direct Sales, Cold Calling, Cloud Computing, SaaS, Leadership
Education
Drake University 2009 — 2012
Bachelor of Science in Business Administration, Business/Commerce, General
University of Missouri-Columbia 2008 — 2009
Spruce Hill Preservation November 2013 - Present
Coopers & Lybrand 1976 - 1994
MassMutual Financial Group February 1974 - January 1976
Skills
Employee Benefits, Small Business, Entrepreneurship, Business Planning, Start-ups, Budgets, Business Strategy, Customer Service, Team Building, Marketing Strategy, Negotiation, Marketing
Education
DePaul University 1978 — 1981
Master's degree, Accountancy
Northwestern University 1966 — 1970
Bachelor's degree, History
MassMutual Financial Group August 2015 - Present
University of Wisconsin - Superior January 2013 - September 2014
State of Minnesota June 2012 - December 2012
Merck June 2004 - August 2011
Skills
Recruiting, Career Counseling, Leadership, Public Speaking, Management, Job Search Strategies, Resume Writing, Customer Service, Program Management, Job Search Advice, Sales Operations, Sales, Workforce Development, Job Search Coach, Customer Satisfaction, Job Coaching, Career Strategist, Community Outreach
Education
Creighton University 1983 — 1986
Bachelor of Arts, Psychology/Pre-medical sciences
MassMutual Financial Group March 2013 - Present
New York Life June 2011 - December 2012
Aviva plc March 2001 - May 2009
Skills
Personal Financial...
Education
Dowling College 1981 — 1985
State University of New York College at Old Westbury 1978 — 1981
Bachelor of Science (BS), Finance and Business Management
GKIC - Glazer-Kennedy Insider's Circle July 2012 - Present
RSVP Chicago September 2006 - Present
Marketplace Strategies, Inc. September 2006 - Present
North Park University 2007 - 2009
Provena Mercy Center September 1997 - September 2006
MedStrategies Inc 2001 - 2002
Marriott International 1995 - 1997
First Hospitality Group 1991 - 1995
MassMutual Financial Group 1989 - 1991
Westin Hotels & Resorts 1988 - 1989
Skills
Direct Mail, Advertising, Lead Generation, Direct Marketing, Online Marketing, Promotions, Copywriting, Market Planning, Cold Calling, Online Advertising, Mobile Marketing, Digital Marketing, Social Media Marketing, Integrated Marketing, Email Marketing, Training, Marketing, SEM, B2B Marketing, Social Networking, Social Media, Interactive Marketing, B2B, Sales, Strategy, Management, Advertising Sales, Marketing Strategy, SEO, Website Development, Marketing Communications, Digital Strategy, Facebook, Business Development, Digital Media, Media Buying, Brand Development, Web Marketing, Media Planning, PPC, Relationship Marketing, SMO, Content Marketing, Google Analytics, Web Analytics, Brand Management, Marketing Management, Google Adwords, E-commerce, Entrepreneurship
Education
North Park University 1995 — 1997
MBA, Marketing & Entrepenership
DePaul University 1994 — 1995
Certificate, Interactive and Direct Mail
University of Wisconsin-Stout 1985 — 1988
BS
Northern Illinois University 1983 — 1985
Marketing/Marketing Management, General
Maine South 1980 — 1983
Farmers Insurance November 2013 - Present
Macey Bankruptcy Law June 2011 - November 2013
MassMutual Financial Group May 2010 - May 2011
State Street Financial Group October 2007 - May 2010
Skills
Property & Casualty..., Life Insurance, Insurance, Term Life Insurance, Customer Service, Homeowners, Whole Life, Umbrella Insurance, Casualty, Commercial Insurance, Fixed Annuities, Legal Liability, Liability, Professional Liability, Sales, Casualty Insurance
Education
DePaul University 2005 — 2009
Bachelor's degree, Accounting, 3.3 GPA
Interface Masters Technologies August 2015 - Present
OnMyBlock August 2014 - March 2015
Sciton January 2013 - December 2014
Lotus International Trading March 2012 - January 2013
BreEdu Education Incorporated June 2012 - August 2012
MassMutual Financial Group February 2012 - June 2012
Skills
Project Management, PMP, Requirements Analysis, CAPM, Microsoft Project, Program Management, Marketing, Customer Service, Sales, Microsoft Excel, Microsoft Office, Contract Negotiation, Contract Management, PowerPoint, Data Analysis, Reporting & Analysis, Microsoft Word, Cold Calling, Salesforce.com, Logistics, Administrative..., Management, Marketing Communications, Teamwork, Leadership, Access, Time Management, QAD, Medical Devices, Contracts Administrators, Office Administration, Communication, Business Analysis
Education
San Jose State University 2010 — 2012
Bachelors of Science, Business Administration: International Business, Cumulative GPA 3.5
De Anza College 2008 — 2010
Associate Degree, Liberal Arts: Business and Computer Information Systems, Cumulative GPA 3.5
EMPOWER Retirement June 2014 - Present
Great-West Financial May 2014 - January 2015
MassMutual Financial Group January 2013 - May 2014
The Hartford January 2011 - December 2012
The Hartford January 2005 - December 2010
The Hartford January 2004 - December 2005
The Hartford January 2003 - December 2005
Skills
Series 63, Mutual Funds, Retirement, 401k, Series 6, Series 7, Retirement Planning, Insurance, Investments, Fixed Annuities, Pensions, Relationship Management
Education
Johnson & Wales University Providence, RI 1999 — 2003
Bachelor's degree, Finance and Financial Management Services
Central Queensland University 2002 — 2002
Study, International Business/Trade/Commerce, Australia, Australia
Kohler Co. May 2015 - Present
Michigan State University May 2014 - Present
InterContinental Hotels Group October 2011 - July 2013
China Shipping (Group) Company March 2011 - May 2011
Deloitte December 2010 - February 2011
MassMutual Financial Group July 2010 - August 2010
Skills
Supply Chain Management, Inventory Control, Financial Analysis, Customer Relations, Strategic Planning, Inventory Management, Cross-functional Team..., Logistics, Supply Chain, Operations Management, Forecasting, Management, Data Analysis, Marketing, Procurement, Public Speaking
Education
Michigan State University 2013 — 2015
Master of Science (MS), Supply Chain Management, 3.82
Michigan State University 2013 — 2015
Master's degree, Hospitality Administration/Management, 3.82
Dalian Maritime University 2007 — 2011
Bachelor of Arts (BA), shipping transportation management
Public Broadcasting Service December 2014 - Present
MassMutual Financial Group June 2013 - August 2013
Landor Associates October 2012 - December 2012
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Editing, Data Analysis, Microsoft Word, Event Planning, Community Outreach, Leadership
Education
Dartmouth College 2010 — 2014
Psychology
Chicago Business Acquisitions July 2014 - Present
Blackmore Partners Inc. February 2014 - May 2014
Standard Chartered Bank January 2012 - April 2012
MassMutual Financial Group January 2011 - March 2011
Industrial and Commercial Bank of China July 2010 - September 2010
SEIWA INTERNATIONAL BUSINESS CORPORATION Co., Ltd. July 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, HTML, Teamwork, Windows, English, AutoCAD, Event Planning, SQL, CFA Level1, Financial Analysis, Financial Reporting, Human Resources, Human Resource..., Human Resource Planning
Education
DePaul University 2012 — 2014
MSHR, Human Resources
Tianjin University of Finance and Economics 2007 — 2011
BS, International Finance
The Hong Kong University of Science and Technology
University of Oxford
MassMutual Financial Group July 2012 - Present
SMITH HAYES Financial Services July 2010 - June 2012
Milliman July 2000 - July 2010
First National Bank of Omaha May 1992 - June 2000
ACI Worldwide 1997 - 1998
Vital Learning 1990 - 1992
Skills
Personnel Management, CRM, Employee Benefits, Human Resources, Vendor Management, Training, Investments, Customer Service, Business Planning, Retirement Planning
Education
University of Nebraska at Omaha 1986 — 1990
BA, Psychology, Graduate: Industrial Psychology & MBA Program
Creighton University 1984 — 1985
Creighton Prep 1980 — 1984
State Street April 2013 - Present
Fidelity Investments December 2012 - April 2013
State Street December 2010 - December 2012
Ameriprise Financial October 2010 - November 2010
MassMutual Financial Group May 2010 - October 2010
State Street April 2006 - May 2010
DB January 2005 - March 2006
Reliance Communications April 2001 - February 2003
Skills
Business Analysis, SDLC, Project Management, Business Requirements, Requirements Analysis, Requirements Gathering, Visio, Software Project..., Vendor Management, Process Improvement, Business Process..., Software Documentation, PMP, Agile Methodologies, User Acceptance Testing
Education
University of Bridgeport
Master of Science, Electrical Engineering
Dharmsinh Desai Institute of Technology
Bachelor of Engineering, Electronics and Communication
Lachoneus Financial Planning January 2013 - Present
MassMutual Financial Group August 2010 - December 2012
Integrated Asset Managment, LLC August 2009 - June 2010
Capital Group June 2007 - June 2009
World Savings 2005 - 2007
Sprint 2005 - 2005
Skills
Investments, Strategic Financial..., Insurance, Finance, Retirement Planning, Mutual Funds, Mortgage Lending, Retirement, Sales, Marketing, Loans, Financial Advisory, Account Management, Disability Insurance, Underwriting, Access, Long Term Care Insurance, Financial Analysis, Estate Planning, 401k, Valuation, Financial Modeling, Qualified Retirement...
Education
Utah State University 2005 — 2007
B.S., Finance, Economics, Personal Financial Planning
Dixie State College 2003 — 2004
Associates Degree, Science and Business
MassMutual Financial Group August 2014 - Present
MetLife Alico August 2008 - Present
ALICO 2008 - 2010
PFPC Inc. October 2007 - August 2008
HSBC April 2004 - October 2007
Skills
Business Analysis, Financial Analysis, Investments, Fund Accounting, Customer Service, Insurance, Process Improvement, Excel, Access, Analysis, Problem Solving, Team Building, Banking, Internal Audit, Management, Microsoft Excel, Risk Management, Portfolio Management, Financial Modeling, Data Analysis, Team Leadership, Strategic Financial..., Finance, Accounting, Business Process, Accounts Payable, Employee Benefits, Mutual Funds, Account Reconciliation, Financial Reporting, Financial Risk, Equities, Internal Controls, Teamwork, Strategic Planning, Vendor Management, Financial Services, Budgets, Auditing, Leadership, Investment Banking, Accounts Receivable, Visio, Forecasting, General Ledger, Sarbanes-Oxley Act, Credit, Sales, Financial Accounting, Training
Education
Monroe College 2004 — 2007
MBA
Delaware County Community College 1996 — 2000
Computer Programming, CIS
United States International University 1996 — 1996
MassMutual Financial Group June 2010 - March 2012
Babson Capital Management January 2008 - June 2010
MassMutual Financial Group 2000 - December 2007
Skills
ALM, Actuarial Science, Risk Management, Retirement, Financial Services, Fixed Income, Insurance, Financial Modeling, Fixed Annuities, Reinsurance, Investments, Life Insurance, Asset Allocation
Education
Indiana University Bloomington 1977 — 1982
MA, Mathematics
DePauw University 1974 — 1977
BA, Mathematics & Physics
MassMutual Financial Group March 2010 - Present
McAndrews & CO., Inc July 1993 - March 2010
Skills
Insurance, Investments, Securities, Retirement, Asset, Disability Insurance, Long Term Care, Mutual Funds, Budgeting, Equities, Long-term Care
Education
Davenport University
MassMutual Financial Group January 2013 - Present
Hartford Life 2008 - December 2012
Sun Life Retirement Services December 2006 - March 2008
MFS investment management 1995 - December 2006
Fidelity 1988 - 1995
Skills
Financial Services, Vendor Management, Business Analysis, Mutual Funds, Disaster Recovery, Asset Managment, Process Improvement, 401k, Relationship Management, Investments, Project Management, Risk Management, Insurance, Enterprise Architecture, Retirement, Outsourcing, SDLC, Leadership
Education
Czech Technical University in Prague 1985 — 1987
Goshen Brewing Company December 2012 - Present
Stego Industries, LLC July 2006 - Present
Greenshoes Property Group, LLC. April 2010 - December 2013
DePauw University June 2005 - May 2006
MassMutual Financial Group June 2004 - May 2005
Education
DePauw University 2000 — 2004
Bachelor of Science, Communications
Seaboch Financial Insurance and Investments January 2015 - Present
MassMutual Financial Group May 2013 - December 2014
Iowa State University April 2002 - December 2012
Skills
Sales, Sports, Fixed Annuities, Customer Service, Event Management, Marketing, Event Planning, Finance, Golf, Coaching, Employee Benefits, Fundraising, Sports Marketing, Leadership, Public Speaking, Public Relations, Social Media, Disability Insurance, PowerPoint, Budgets, Microsoft Excel
Education
Western Governors University 2012 — 2014
Des Moines Area Community College 2008 — 2011
Franklin Templeton Investments June 2011 - Present
MassMutual Financial Group March 2009 - June 2011
Old Mutual November 2006 - March 2009
AIG American General October 2004 - October 2006
Safeco LIfe & Investments (now Symetra Financial) January 1999 - September 2004
The Rainier Group March 1995 - December 1998
Skills
Marketing Strategy, Product Marketing, Market Research, Marketing Communications, Mutual Funds, Annuities, Life Insurance, Retirement Savings, Retirement Income..., Product Development, 529 Plans, Fixed Annuities, Retirement, SaaS, Management, Segmentation, Leadership, Marketing, Insurance, Business Strategy, Integrated Marketing, Strategic Planning, Program Management, Business Intelligence, Sales, Strategy, CRM, Investments
Education
Drake University
BA, International Relations/Economics
The Chinese University of Hong Kong 1988 — 1989
Other
Malcolm Kerr Scholar, National Council on US/Arab Relations
Drillinginfo March 2013 - Present
USA Compression December 2011 - March 2013
chicka-d September 2009 - January 2012
MassMutual Financial Group 2010 - 2011
Nike April 2004 - July 2009
Broadwing Communications, Inc October 2001 - April 2004
Datapult July 2001 - October 2001
Handtech.com Inc January 2000 - July 2001
Handtech.com November 1999 - December 2000
pcOrder.com August 1999 - October 1999
Skills
Financial Analysis, MS Office Suite, General Ledger..., General Ledger..., Accounts Receivable, Credit Analysis, Credit Control, Credit Portfolio..., US GAAP, SAP, Excel, SQL database design, Great Plains Software, Crystal Reports, Account Reconciliation, Microsoft Excel, Accounting, Finance, Portfolio Management, Budgets, Microsoft Office, Analysis, SQL, Management, Cash Flow, Accounts Payable, Variance Analysis, General Ledger, Credit, Auditing, Financial Reporting, Invoicing, Process Improvement, Customer Service, Sarbanes-Oxley, Sales, Risk Management, Forecasting, Financial Modeling, Sarbanes-Oxley Act, Corporate Finance, QuickBooks, Competitive Analysis, Due Diligence, Strategic Financial..., Mergers & Acquisitions, Internal Controls, Business Planning, Financial Planning
Education
Southwest Texas State University 1995 — 1999
Bachelor of Business Administration, Finance
Del Mar College 1992 — 1995
Banking and Finance
Calallen High School
Prudential Financial August 2015 - Present
USI Consulting Group October 2011 - August 2015
MassMutual Financial Group April 2010 - October 2011
Morgan Stanley Smith Barney August 2008 - July 2009
Great-West Retirement Services December 2006 - August 2008
New York Life Investment Management September 2005 - December 2006
New York Life Investment Management June 2004 - September 2005
Groove Networks 2000 - 2002
Skills
Investments, Retirement, Investment Advisory, 401k, Mutual Funds, Retirement Planning, Securities, Series 6, Financial Advisory, Series 63, Series 7, Relationship Management, Series 65, Project Management
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
M.B.A.
Oberlin College 2000 — 2004
B.A.
Commonwealth of Massachusetts March 2014 - Present
Triad Acquisitions, Inc. July 2001 - Present
Florida Health Care Plans May 2010 - May 2012
MassMutual Financial Group 1992 - 1999
Skills
SDLC, Visio, Agile Methodologies, Data Modeling, Requirements Analysis, SharePoint, Business Analysis, Customer Service, Management, Vendor Management, Software Documentation, Sales, Microsoft Office, Strategic Planning, Team Building, Process Improvement, Program Management, Business Intelligence
Education
Daytona Beach Community College 2012 — 2012
Associate of Arts (A.A.), Mathematics and Computer Science, Sophomore
University of Massachusetts, Amherst
Bachelor's Degree, Adult / Continuing Education
Sherwin-Williams Paints July 2012 - Present
DL Insurance Agency August 2011 - July 2012
MassMutual Financial Group July 2010 - March 2011
Education
Culver Stockton College 2006 — 2010
BS, Business Administration Minor in Marketing
MassMutual Financial Group September 2012 - Present
Farmers Insurance & Financial Services September 2011 - October 2012
MetLife January 2007 - June 2010
Nelson-Westerberg, Inc. September 1986 - April 2000
Skills
Disability Insurance, Retirement, Long Term Care Insurance, Insurance, Employee Benefits, Securities, Wealth Accumulation, Access, Fixed Annuities, Sales, Life Insurance, Retirement Planning, Accounting, Term Life Insurance, Long-term Care, Finance, Financial Services, IRAs, Investments, Operations Management, Process Improvement, Team Building
Education
Keller Graduate School of Management of DeVry University 1995 — 1997
MBA, Finance
DePaul University 1977 — 1981
BS, Accounting & Human Resources
Coinhuskers September 2011 - Present
Dave Can Do The Job 2003 - 2011
MassMutual Financial Group 2010 - 2010
Lowe's Home Improvement 2006 - 2010
Skills
Jewelry, Gold, Silver, Real Estate, Diamonds, Customer Service, Banking, Selling, Finance, Real Estate Transactions, Team Building, Precious Metals
Education
University of Nebraska at Omaha 2006 — 2009
Finance, Banking, Real Estate
Creighton University 2005 — 2006
Physical Therapy/Therapist
MassMutual Financial Group February 2013 - Present
Skills
Customer Service
Education
Dixie State University
Richardson M.D. Consulting 2006 - Present
Perfect Medical English, LLC January 2012 - Present
Abbott Laboratories, Solvay Pharmaceuticals 2007 - 2012
Prestwick Pharmaceuticals, Inc. 2003 - 2006
MassMutual Financial Group 1999 - 2002
Private Neurology Practice 1996 - 1999
Johnson & Johnson 1989 - 1995
Institute for Musculoskeletal Disorders 1987 - 1989
Skills
Clinical Research, Healthcare, Medicine, Medical Writing, Healthcare Information..., Teaching English as a..., E-Learning, Medical Education, Informatics, Training, Pharmacovigilance, Healthcare Consulting, Data Analysis, Medical English..., Neurology, Public Speaking, Clinical Medicine, Online Teaching, Classroom Instruction, Medical Editing, TOEFL Test Preparation, Medical Terminology..., Verbal Presentation..., Business Consulting, Medical Document Review, Data Mining and...
Education
University of Pennsylvania School of Medicine 1978 — 1982
Doctor of Medicine (M.D.)
Harvard College 1974 — 1978
Bachelor of Arts (B.A.) - Biology (cum laude)
Deerfield Academy 1970 — 1974
Diploma
National Library of Medicine
Fellowship, BioMedical Informatics
Hospital of the University of Pennsylvania 1986 — 1987
Clinical Fellowship, Neuromuscular Disease
Hospital of the University of Pennsylvania 1983 — 1986
Resident Physician, Adult Neurology
Thomas Jefferson University Hospital 1982 — 1983
Internship, Internal Medicine
MassMutual Financial Group March 2015 - Present
Aetna June 2014 - March 2015
Aetna June 2012 - June 2014
GE Energy - Global Nuclear Fuels 2010 - 2012
GE Healthcare May 2006 - May 2010
BMO Financial Group (Harris Bank) 2002 - 2006
Workscape, Inc 2000 - 2002
BP-Amoco 1998 - 2000
Ernst & Young, LLP 1997 - 1998
Seer Technology (Cary, NC) 1996 - 1997
Skills
Project Management, Program Management, Project Execution, Cross-functional Team..., Budgeting, PMP, Project Portfolio..., Vendor Management, SDLC, Business Process..., Integration, Project Planning, Resource Management, MS Project, Process Improvement, Budgets, Certified Green Belt, lean six sigma, Supply Chain Management, Requirements Analysis, Software Project..., Business Analysis, Analysis, Software Development, Six Sigma, PMO, ERP, Strategy, IT Strategy, Process Engineering, Leadership, Team Management, Business Process, Visio, Change Management, Strategic Planning, Team Leadership, Management, Business Intelligence, Risk Management, Testing, Strategic Partnerships, Security, Pre-sales, Consulting, CRM, Information Technology, Requirements Gathering, Management Consulting, Public Speaking
Education
Quinlan School of Business, Loyola University Chicago 2003 — 2006
MBA, Finance and Management
Drake University 1987 — 1991
B.S., Computer Info Systems & Marketing
Webster Groves High School 1983 — 1987
OneAmerica Financial Partners August 2015 - Present
OneAmerica Financial Partners January 2013 - July 2015
The Guardian Life Insurance Company of America March 2009 - December 2012
MassMutual Financial Group February 2005 - March 2009
MassMutual Financial Group November 2000 - January 2005
MassMutual Financial Group October 1995 - November 2000
Education
John Carroll University
B.S.B.A, Finance
DePaul University
Accounting
Arbonne International LLC September 2014 - Present
Allstate March 2014 - September 2014
The Palmetto Club October 2012 - March 2014
MassMutual Financial Group May 2012 - May 2012
Self employed June 2011 - May 2012
ADTRAV Travel Managment October 2007 - June 2011
Skills
Customer Service, Editing, Microsoft Office, Social Media, Insurance, Business Travel, Process Improvement, Data Analysis, Analysis, Event Planning, Team Building, Leadership, Training, Outlook, Sales
Education
Covenant College 2001 — 2005
BA, Sociology
MassMutual Financial Group January 1997 - Present
MassMutual Financial Group January 1997 - Present
Skills
eLearning Design, Marketing, Project Management, Leadership, Program Management, E-Learning, Team Building, Change Management, SDLC, Customer Service, Management, Process Improvement, Strategic Planning, Training, Coaching, Visio, Needs Analysis, Vendor Management, Employee Benefits, Business Analysis
Education
UMass Amherst 2003 — 2010
BA, Marketing & Business Leadership
Cypress College 1984 — 1991
AA, Communications
MassMutual Financial Group June 2008 - Present
Aetna February 1982 - February 1997
Skills
SDLC, Vendor Management, Process Improvement, Resource Management, Business Analysis, Project Management, Customer Service, Data Analysis, Project Portfolio..., Business Requirements, Risk Management, Insurance, Business Process, IT Management, Business Intelligence, Integration, Project Delivery, Analysis, Enterprise Architecture, Data Warehousing, Budgets, Quality Center, Quality Assurance, Management, Agile Methodologies, Testing, Information Technology, Solution Architecture, Cross-functional Team..., Governance, User Acceptance Testing, Systems Analysis, System Deployment, Test Management, IT Service Management, Outsourcing, Strategy, Databases, Metrics, Consulting, Service Delivery, Business Process Mapping, Test Planning, Management Consulting
Education
Dean College
Business Administration
Nova 401(k) Associates April 2011 - Present
Principal Financial Group January 2008 - April 2011
MassMutual Financial Group September 2004 - January 2008
U.S. Army Reserve February 1993 - November 2005
Madison Benefits Group, Inc. June 2002 - September 2004
Pan-American Life Insurance Company December 2000 - June 2002
The 401(k) Company May 1999 - December 2000
US Army November 1988 - February 1993
Skills
401k, Retirement, Defined Benefit, ERISA, Pensions, Retirement Plan..., Retirement Planning, Profit Sharing, Series 63, Series 7, Employee Benefits, Series 6, Business Planning, Mutual Funds, Financial Advisory, Qualified Retirement...
Education
The University of Texas at Austin 1996 — 1999
B.A., Economics
North Dakota State University 1993 — 1996
Pharmacy
Defense Language Institute
Spanish
Nationwide Insurance April 2014 - Present
Regions Financial Corporation July 2013 - Present
University of Houston Black Alumni Association September 2012 - Present
MassMutual Financial Group November 2009 - Present
HREA 2010 - 2011
Nationwide Insurance July 2007 - May 2009
Skills
Insurance, Disability Insurance, Retirement Planning, Retirement, Fixed Annuities, Strategic Financial..., Life Insurance, Series 7, Long Term Care Insurance, Employee Benefits, Investments, Health Insurance, Long-term Care, Financial Analysis, Wealth Management
Education
University of Houston, C.T. Bauer College of Business 2004 — 2007
Bachellors, Finance and Marketing
Dillard University 2002 — 2004
Economics and Finance
Spectrum Financial Group January 2000 - Present
MassMutual Financial Group September 1976 - December 1999
Skills
Investments, Retirement Planning
Education
Dallas Theological Seminary 1972 — 1976
Old Testament; Greek & Hebrew
The University of Texas at Austin 1968 — 1972
BA, Plan II (Liberal Arts)
MassMutual Financial Group June 2012 - Present
MassMutual Financial Group June 2012 - Present
PDC CORP October 2013 - August 2014
Skills
Phlebotomy, Certified EKG Technician, Administrative..., Administrative..., Estate Planning, Management, Marketing, Microsoft Excel, Microsoft Office, Outlook, Process Improvement, Telephone Skills
Education
CUNY Medgar Evers College
Accenture October 2014 - Present
MassMutual Financial Group August 2009 - August 2014
J&D Erectors, Inc. July 2005 - August 2009
Lincoln Financial Group August 2002 - June 2005
Information Management Group January 2001 - May 2002
Outlook Technologies 1995 - 2000
Skills
Visio, Business Analysis, Project Management, SDLC, Business Process..., IT Strategy, Software Development, Software Project..., Process Improvement, Agile Methodologies, Visual Studio, jQuery, SQL, .NET, Requirements Analysis, Program Management, Business Intelligence, Management
Education
DePaul University 1992 — 1996
Bachelor's degree, Finance, General
MassMutual Financial Group May 2015 - Present
BOWLMOR LANES August 2013 - February 2015
Dave & Buster's Inc. January 2012 - August 2013
Bowlmor AMF August 2008 - January 2012
Skills
Microsoft Word, Inventory Management, PowerPoint, Teamwork, Retail, Budgets, Negotiation, Outlook, Microsoft Office, Customer Service, Sales, Team Building, Microsoft Excel, C, Marketing, Leadership, Customer Satisfaction, Event Planning, Insurance, Property & Casualty..., Life Insurance, Commercial Insurance, Umbrella Insurance, Term Life Insurance, General Insurance, Management
Education
DeVry Institute of Technology 1996 — 1998
Associate's degree, Engineering
MassMutual Financial Group July 2012 - Present
Fifth Third Bank February 2011 - July 2012
Fifth Third Bank February 2011 - July 2012
Skills
Outlook
Education
Cottey College
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
University of Central Florida
Bachelor's degree, Interdisciplinary Studies
PNC February 2013 - Present
2005-2008 May 2011 - Present
Fiesta Bowl January 2005 - Present
MassMutual Financial Group May 2011 - February 2013
MassMutual Financial Group May 2011 - February 2013
Fiesta Bowl January 2005 - January 2013
Insurance Services of America October 2010 - May 2011
Western RegionInsurance Services October 2010 - April 2011
2008-2010 March 2003 - September 2010
Principal Financial Group 2003 - 2010
Skills
Retirement Planning, Investments, Retirement, Employee Benefits, Mutual Funds, 401k, Finance, Leadership, Series 7, Relationship Management
Education
Drake University 1990 — 1992
B.S; QPFC, progress
Drake University 1989 — 1992
BS Business, Marketing & Economics
Wind River, an Intel Company October 2013 - Present
Wind River January 2012 - October 2013
Lawrence Berkeley National Laboratory January 2011 - January 2012
MassMutual Financial Group October 2008 - January 2011
Independent Capital Management November 2007 - October 2008
Vera Leigh Marcus, Inc February 2002 - September 2005
One Vo1ce December 1998 - July 2004
Skills
Financial Analysis, Program Management, Insurance, Sales, Human Resources, Management, Leadership, Salesforce.com, Employee Benefits, Marketing, Budgets, Event Planning, Business Planning, Time Management, Risk Management, Finance
Education
UCSD 2005 — 2007
Bachelor of Science, Political Science
Diablo Valley College
The Burgess Group March 2013 - Present
Intermountain Financial Group/MassMutual February 2003 - January 2013
MassMutual Financial Group February 2003 - January 2013
The MONY Group 1994 - February 2003
Education
Creighton University 1991 — 1994
JD, Juris Doctorate
University of Utah 1989 — 1991
BA, Communications
McGovern Consulting Group July 2013 - Present
MassMutual Financial Group August 2011 - July 2013
Chester Housing Authority June 2009 - July 2011
Life Beyond Abuse March 2007 - May 2008
Papa John's International February 2003 - November 2007
Skills
Managing Database, Microsoft Office, Website Promotion, Social Media Marketing, Client Co-ordination, General Psychology, Research Design, Brand Development, Management, Public Relations, Marketing, Social Media, Project Management, Microsoft Excel, Sales, Strategic Planning
Education
Penn State University
Bachelor of Arts (BA), Psychology
Delaware County Community College
Associate's degree, Behavioral Sciences
Delaware Valley University 2015 — 2018
Master of Arts (M.A.), Counseling Psychology
MassMutual Financial Group February 2014 - Present
Orlowski & Co. 2008 - Present
Allstate Financial Services, LLC 2013 - 2014
HSBC 2011 - 2012
New York Life Insurance Company 2009 - 2011
Orlowski Financial Counsel, LLC 2008 - 2010
Fidelity Investments 1999 - 2008
Quick & Reilly 1997 - 1998
Skills
Retirement Planning, Investments, Estate Planning, Risk Management, Managed Funds, Wealth Management, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Investment Strategies, Fixed Annuities, Securities, Financial Markets, Equity Research, Trading, Fixed Income, Financial Services, Bonds, Finance, Asset Management, Alternative Investments, ETFs, Equities, Emerging Markets, Valuation, Hedge Funds, Investment Management, Retirement, Strategic Financial..., Capital Markets, Series 63, Options, Bloomberg, Financial Advisory, FINRA, Equity Trading, Wealth, 401k, IRAs, Stocks, Wealth Management..., Investor Relations, Certified Financial..., Derivatives, Personal Finance, Financial Planners, Relationship Management, Life Insurance
Education
Stockton University 1989 — 1991
Bachelor of Science, Finance
County College of Morris 1987 — 1989
Associate of Science (A.S.), Business Administration and Management, General
Fusion Analytics Investment Partners May 2015 - Present
F-Squared Investments September 2013 - April 2015
T. Rowe Price June 2008 - August 2013
MassMutual Financial Group 2006 - 2008
Intelligent Portfolio Services, LLC and Wellfleet Advisors 2002 - 2006
Fidelity Investments 2001 - 2002
MassMutual Financial Group 1994 - 2001
Friendly's Ice Cream, LLC 1992 - 1994
Skills
Chartered Financial..., Investments, Risk Management
Education
Dartmouth College 1987 — 1991
The UPS Store November 2014 - Present
The UPS Store June 2009 - November 2014
Willowbrook Lanes/ Willow Lounge February 2008 - February 2013
MassMutual Financial Group March 2012 - December 2012
Education
DePaul University 2006 — 2008
Business Management
MassMutual Financial Group 2010 - Present
Deloitte Consulting 2005 - 2010
Sapient 2002 - 2003
Mercer HR Consulting 1999 - 2002
Philips 1997 - 1999
Skills
Talent Management, Organizational..., Change Management, Performance Management, Leadership Development, Program Management, Executive Coaching, Project Management, Competency Management, Organizational Design, Personnel Management, Management Consulting, HR Consulting, Organizational..., Leading Organizational..., Deferred Compensation, Training, Coaching, Consulting, Workforce Planning, Succession Planning, Leadership, Human Capital, Talent Acquisition, Employee Engagement
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA
Delhi University
XLRI Jamshedpur
Master in HRM
Garmin International July 2015 - Present
KPMG Corporate Finance LLC 2015 - May 2015
MassMutual Financial Group 2013 - 2015
Mutual of Omaha September 2011 - August 2013
Skills
Financial Reporting, Business Strategy, Oracle ERP..., M&A Advisory Services, Restructuring, Divestitures, Financial Services, Microsoft Excel, Microsoft CRM, Financial Analysis
Education
DePaul University
Finance, General
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial Services, Inc. July 2014 - January 2015
MassMutual Financial Group November 2012 - October 2013
S.A.F.E. Management at Ford Field October 2012 - January 2013
Skills
Microsoft Excel, Financial Analysis, Strategic Planning, Accounting, Financial Reporting, Microsoft Office, PowerPoint, Public Speaking, Customer Service, Community Outreach, Access, Budgets, Training, Event Planning, Strategy, Leadership, Finance, Analysis, Microsoft Word, Teamwork, Social Media, Financial Services
Education
Dillard University 2010 — 2014
Bachelor of Arts (B.A.), Economics and Finance; Accounting, 3.78 Magna Cum Laude
LivWel Advisors 2015 - Present
Principal Financial Group 2013 - 2015
Fresh I's, LLC - Business Consulting 2008 - 2015
Schaffer's 1994 - 2008
MassMutual Financial Group 1991 - 1995
Education
Drake University 1990 — 1991
Bachelor of Science, Business and Marketing
FleishmanHillard March 2015 - Present
MassMutual Financial Group July 2014 - August 2014
JILIN Bank January 2014 - February 2014
Skills
English, Market Research, Microsoft Excel
Education
University of Southern California 2015 — 2017
Master of Engineering (MEng), Materials Engineering
Donghua University 2012 — 2015
economy, Finance
Donghua University 2011 — 2015
Bachelor of Engineering (B.E.), Materials Engineering
The University of Hong Kong 2014 — 2014
exchange
A+E Networks March 2014 - Present
Martin’s Point Health Care 2011 - 2014
MassMutual Financial Group September 2009 - March 2011
Skills
Quality Assurance, SDLC, User Acceptance Testing, SQL, Software Documentation, JIRA, Visio, Agile Methodologies, Healthcare Information..., Databases, Requirements Analysis, Microsoft SQL Server, Quality Center, QTP, Microsoft Excel, Functional Testing, Regression Testing, Smoke Testing, Non-functional Testing, Code Review, Test Cases, Requirements Gathering, Cross-Browser Testing, RTM, Test Planning, Test Strategy, System Testing, Manual Testing, Test Automation, Defect Tracking, Testing, Waterfall, Test Execution, Business Requirements, Business Analysis, Bugzilla, Java, Scrum, VBScript, Software Development, Leadership, Mobile Testing, HP Quality Center, HP QTP
Education
CUNY New York City College of Technology 2014 — 2016
Bachelor of Engineering (B.Eng.), Computer Software Engineering
LaGuardia Community College 2005 — 2007
Associate's degree, Computer Software Engineering
The High School for Enterprise, Business and Technology 2001 — 2005
Diploma
RBC Wealth Management May 2014 - Present
MassMutual Financial Group 2013 - 2014
Dickinson College August 2009 - May 2013
Cal Ripken, Sr. Foundation June 2012 - August 2012
Education
Dickinson College 2009 — 2013
Bachelor of Arts (BA), Policy Management
MassMutual Financial Group October 2014 - Present
Northwestern Mutual 2013 - Present
Northwestern Mutual August 2013 - September 2014
Independent Trader September 2009 - February 2011
DePaul University September 2009 - 2010
DePaul University September 2006 - June 2009
Skills
Computer Science
Education
DePaul University 2007 — 2009
Master's degree, Computer/Information Technology Administration and Management
DePaul University
Master's degree, Social Sciences
DePaul University 1998 — 2000
Bachelor's degree, Communications and marketing
Loyola University Maryland 1995 — 1997
Communications
Gemological Institute of America (GIA) January 2012 - Present
Peaceful Valley Martial Arts 1995 - Present
Tiffany & Co. November 1999 - January 2012
MassMutual Financial Group 2009 - 2010
Marsh/Fortunoff September 1995 - October 1999
Skills
Jewelry, Sales, Luxury Goods, Watches, Jewelry Design, Retail, Merchandising, Diamonds, Gemology, Luxury, Gems, Insurance, Sourcing, Online Marketing, Visual Merchandising, Retail Sales, Martial Arts, Account Management, PowerPoint, Blackboard, PeopleSoft, Karate, Customer Service, Training
Education
Gemological Institute of America 1995 — 1995
Graduate Gemologist, Gemology
Montclair State University 1992 — 1994
B.A., Jewelry Design/Art History
County College of Morris 1989 — 1992
A.S., Business Administration
LCS April 2015 - July 2015
Advanced Automation, Inc. May 2013 - November 2014
Iowa Energy June 2012 - April 2013
Nike May 2012 - September 2012
MassMutual Financial Group May 2011 - September 2011
Finish Line October 2010 - May 2011
Beltmann Relocation Group May 2009 - August 2009
Skills
PowerPoint, Microsoft Word, Teamwork, Sales, Retail, Leadership, Marketing, Microsoft Excel, Project Planning, Salesforce.com, Customer Service, Microsoft Office, Budget, Access, Lead Generation, Outlook, Social Media, Public Speaking, Social Networking, Management, Social Media Marketing, Budgets
Education
Drake University
Marketing, College Of Buiness and Public Administration
Valley High School 2005 — 2008
Diploma, High School Diploma
Behavior and Education Inc April 2015 - Present
Keck Hospital of USC November 2014 - Present
MassMutual Financial Group January 2013 - May 2013
The Hartford June 2012 - December 2012
ADP October 2011 - May 2012
Fidelity Investments June 2010 - October 2011
Fidelity Investments May 2006 - June 2010
Skills
401k, Series 63, Series 6, Consultative Selling, Defined Contribution, Retirement, ERISA, Mutual Funds, Profit Sharing, Pensions, Investment Advisory, Employee Benefits, Financial Services, Selling, Retirement Plan..., Investments, Financial Advisory, Salesforce.com
Education
Dallas Baptist University
BA, Communication
Currently Seeking a New Opportunity March 2015 - Present
ProBar May 2013 - March 2015
Table 26 December 2013 - May 2014
MassMutual Financial Group June 2012 - January 2013
Fifth Third Bank February 2011 - June 2012
StarChild Academy June 2008 - January 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Teamwork, Client Liason, Customer Service, Customer Retention
Education
University of Central Florida 2009 — 2012
Bachelor's degree, Interdisciplinary Studies
Cottey College 2005 — 2007
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Miami Palmetto Senior High School 2001 — 2005
High School Diploma
Aegon August 2015 - Present
Iowa State University August 2013 - Present
MassMutual Financial Group March 2014 - March 2015
Granite City Food & Brewery 2012 - 2013
Cumulus Media February 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Leadership, Team Leadership, Financial Modeling, Asset Management, Estate Planning, Investment Strategies
Education
Iowa State University 2013 — 2015
Finance
Des Moines Area Community College 2014 — 2014
Calculus, A
Kirkwood Community College
Associate of Arts (AA), Business Administration and Management, General
Walgreens May 2015 - Present
TRI-KES November 2014 - Present
Pinnacle Advertising May 2013 - July 2014
First Communications July 2011 - June 2013
MassMutual Financial Group October 2009 - January 2011
Skills
Cross-functional Team..., Market Research, Direct Sales, Social Media, Interactive Marketing, Entrepreneurship, Management, Advertising, Sales, Account Management, Sales Process, Salesforce.com, Lead Generation, Digital Marketing, SEO, Google Analytics
Education
DePaul University 2006 — 2010
Bachelor of Science, Marketing
Travelers April 2014 - Present
MassMutual Financial Group November 2011 - March 2014
MassMutual Financial Group October 2010 - November 2011
MassMutual Financial Group March 2009 - October 2010
Kurian Solutions January 2003 - April 2009
Bowe Bell + Howell December 2008 - March 2009
Swarovski July 2008 - December 2008
Eisai May 2008 - December 2008
Carrier Corporation May 2008 - July 2008
MassMutual October 2006 - June 2008
Skills
Business Intelligence, Integration, SAP, Data Warehousing, Business Analysis, Leadership, IT Strategy, ABAP, SAP Implementation, SDLC, Project Management, Vendor Management, Enterprise Architecture, Business Process, SAP BW, Requirements Gathering, SOA, SAP R/3, Databases, Project Portfolio..., PMO, Resource Management, Requirements Analysis, Solution Architecture, ETL, Business Requirements, SAP XI, SAP ERP, ERP, Analysis, Software Project..., SAP BI, PMP, SAP Netweaver, Business Process Design, Master Data Management, IT Management, Data Management, Business Process..., ITIL, Global SAP..., Analytics
Education
Dowling College 2001 — 2003
MBA, Information Technology
Mangalore University 1988 — 1990
Masters in Science
MassMutual Financial Group January 2015 - Present
LearnVest, Inc. August 2013 - December 2014
USAA August 2010 - July 2013
Foothill Securities, Inc. May 2005 - August 2010
Ameriprise Financial Services, Inc. April 2004 - April 2005
Education
University of Northern Iowa 1988 — 1992
Bachelor of Arts (B.A.)
DeVry Institute of Technology
Bachelor of Science (B.S.)
Retail Solutions Inc. June 2014 - Present
CoCoDaCo Dancing Chicago September 2013 - Present
Nielsen November 2013 - January 2014
Magid Glove & Safety May 2013 - September 2013
Burson-Marsteller March 2012 - August 2012
Bobbi Brown Cosmetics June 2011 - March 2012
ONWARD Fashion Trading (China) Co., Ltd February 2011 - 2011
MassMutual Financial Group January 2009 - March 2009
Skills
Marketing Research, Marketing, Market Research, Social Media, SPSS, Marketing Communications, Survey Design, Public Relations, Integrated Marketing, Marketing Strategy, Google Analytics, Conjoint Analysis, Market Analysis, Facebook, Media Relations, Quantitative Research, Digital Marketing, Social Media Marketing, SAS programming, R, Business Analysis, Corporate Communications, Brand Management, Quantitative Analytics, Online Marketing, Microsoft SQL Server, SQL
Education
DePaul University 2012 — 2014
Master's degree, Marketing Analysis
East China University of Politics and Law 2008 — 2012
Bachelor's degree, Law
MassMutual Financial Group October 2014 - Present
Toyota Motor North America April 2012 - September 2014
Toyota Motor Engineering and Manufacturing November 2010 - April 2012
Toyota Motor Manufacturing West Virginia May 2007 - November 2010
Visteon Corporation 2005 - 2007
Ford Motor Company 1999 - 2005
Skills
Kaizen, Toyota Production System, 5S, Team Building, Project Planning, Strategic Planning, Continuous Improvement, Manufacturing..., Master Scheduling, Six Sigma, Materials Management, Event Management, Diversity & Inclusion..., Kanban, Automotive, Lean Manufacturing, PDCA, Root Cause Analysis, Value Stream Mapping, APQP, Coaching, Cross-functional Team..., FMEA, JIT, Leadership, MS Project, Logistics, Manufacturing..., Organizational..., Performance Management, Process Improvement, Operations Management, PPAP, Training, Change Management, Strategy, Manufacturing, Inventory Management, TQM, Product Development, Team Leadership, Supply Chain Management, DMAIC, Poka Yoke, Vehicles, Program Management, Manufacturing Operations, Quality Management, Project Management, Management
Education
Davenport University 2002 — 2004
Master of Business Administration (MBA), Strategic Management, 3.4
Norfolk State University 1992 — 1999
B.A. Psychology, Psychology
Walden University
Doctorate, Strategy & Leadership
JJ Finn Professional Services June 2002 - Present
Mass. State Auditor Office April 2015 - June 2015
BTS Asset Management October 2011 - February 2015
Wright Express December 2010 - February 2011
FedEx April 2010 - June 2010
MassMutual Financial Group June 2008 - February 2009
Boeing ; and other large and small public companies June 2002 - June 2008
Dynagraf (Commercial and Financial printer) December 1993 - June 2002
IPL Systems January 1990 - January 1993
Independent IT Consulting June 1986 - June 1990
Skills
Strategic Planning, Risk Management, Internal Controls, Accounting, Internal Audit, Change Management, Management Consulting, Restructuring, Business Planning, Start-ups, Business Management, Privacy Compliance, Financial Analysis, Financial Reporting, Project Management, Compliance, Applications, IT Transformation, System Architecture, Inventory Control, Risk Assessment, Enterprise Risk..., Computer Security, Physical Security, Network Security, Security, SEC filings, Agile Project Management, Agile Methodologies, Banking, Manufacturing, Program Management, SOX Compliancy, Business Process..., Systems Analysis, Operating Systems, System Administration, Investment Advisory, Secure SDLC, SDLC, Consultants, Cloud Computing, Sarbanes-Oxley Act, Information Security, Software Documentation, Corporate Finance, Management, Information Technology, Financial Modeling, Analysis
Education
Northeastern University - Graduate School of Business Administration 1973 — 1975
MBA, Business and Finance
Northeastern University 1968 — 1974
BSBA Finance, with Honor, Deans List, Banking, Corporate, Finance, and Securities Law, Top 5%
MassMutual Financial Group January 2015 - Present
Prudential Financial May 2008 - December 2010
Prudential Financial May 2003 - May 2008
WealthSense November 2000 - October 2002
CNA Insurance May 1998 - November 2000
Van Kampen Investments June 1997 - May 1998
Talbot Financial Services April 1994 - June 1997
Skills
Public Relations, Strategic Communications, Marketing Communications, Corporate Communications, Media Relations, Internal Communications, Strategic Planning, Public Speaking, Marketing Strategy, Marketing, Event Planning, Strategy
Education
DePaul University 1995 — 1997
Master of Arts (M.A.), Corporate Communication
The Ohio State University 1986 — 1991
Bachelor of Arts (B.A.), Communication, General
Discover Financial Services September 2015 - Present
Wells Fargo July 2015 - August 2015
DePaul University June 2014 - November 2014
Barrington Research Associates, Inc. May 2014 - August 2014
DePaul University March 2014 - August 2014
Standard Chartered Bank May 2012 - August 2012
Ever Truth Fund Management Workshop May 2009 - May 2012
MassMutual Financial Group July 2011 - August 2011
China Galaxy Securities Co.Ltd. July 2010 - September 2010
China Securities CO., LTD. July 2009 - September 2009
Skills
Investments, Finance, Portfolio Management, Financial Analysis, Mutual Funds, Analysis, Economics, Investment Management, Microsoft Office, Derivatives, Risk Management, Trading, Investment Strategies, Asset Management, Wealth Management, Banking, Market Analysis, Alternative Investments, Venture Capital, Securities, C++, SAS, SQL, Python
Education
DePaul University 2013 — 2015
Master of Science (MS), Computational Finance, 4.0
Guangdong University of Technology 2008 — 2012
Bachelor's degree, Economics, 3.51
The University of Hong Kong 2011 — 2011
Exchange Student, Financial Analysis
DePaul University March 2015 - Present
Northwestern University October 2014 - March 2015
Northwestern University April 2013 - October 2014
Northwestern University September 2011 - March 2013
Northwestern University School of Law May 2011 - August 2011
Self Employed January 2009 - June 2011
Cambridge Realty Capital March 2008 - December 2008
MidWest Financial Credit Union July 2003 - July 2007
MassMutual Financial Group November 2000 - June 2001
Skills
Financial Analysis, Budgets, Financial Modeling, Corporate Finance, Accounting, Microsoft Office, Budget Management, Valuation, PowerPoint, Time Management, Finance, Forecasting, Word, Excel, Retail Banking, Commercial Lending, Higher Education, Investments, Outlook, Personal Loans, Credit Cards, Credit Unions, Collections, Personal Finance, Access, Communication, Communication Skills, Operating Budgets, Critical Thinking, Management, Cost Allocation, Microsoft Excel, Microsoft Word, Leadership, Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
Master of Science, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Finance; Strategy, Execution and Valuation
University of Michigan 2002 — 2003
Non-degree, Economics
University of Michigan 1996 — 2000
BA, History
SQN Venture Partners April 2015 - Present
SQN Investment Group March 2014 - Present
ATEL Securities Corp. May 2009 - May 2013
Osborne Partners Capital Management 2008 - 2009
Thrivent Financial for Lutherans 2007 - 2008
MassMutual Financial Group 2006 - 2007
Skills
Alternative Investments, RIA, Sales, Sales Management, Training, Marketing, Product Development, Expert relationship..., Sales Presentations, Series 7, Series 66, Life & Health Insurance..., Valuation, Asset Management, Private Equity, Securities, Equities, Investments, Mutual Funds, Venture Capital, Investment Advisory, Series 63, ETFs, Asset Allocation, Financial Analysis, Hedge Funds, Series 65, Funding, FINRA, Strategic Financial..., Due Diligence, Financial Modeling, Wealth Management, Investment Strategies, Financial Advisory, Portfolio Management, Bonds, Uniform Combined State..., Mergers, Private Placements, Investment Management, High Net Worth..., Start-ups, Entrepreneurship, Retirement Planning
Education
DePaul University 2002 — 2006
Bachelor of Arts (BA), Psychology, 3.0
Hinsdale Central 1995 — 1999
Diploma, 3.0
Spencer, Massachusetts Lead Disability Benefit SpecialistUNUM2006 - 2011
MassMutual Financial Group 2000 - 2006
UNUMProvident Companies, Inc./The Paul Revere Life Insurance Company 1996 - 2000
DOT Federal Aviation Administration, Boston ARTCC 1987 - 1996
Skills
Microsoft Office, Microsoft Word, Disability Claims..., Risk Management, Customer Service, Cross-functional Team..., Policy Analysis, Mentoring, Technical Expertise, Quality Assurance, Long Term Care Insurance, Accounting, Claim Investigation, Insurance, Employee Benefits, Aviation Regulations, Real Estate, Claim, Life Insurance, Sales
Education
Daniel Webster College
Bachelor's degree, Management/ Air Traffic Control
Holy Name Central Catholic High School
MassMutual Financial Group October 2013 - Present
CIGNA Healthcare February 2012 - October 2013
Packt Publishing March 2012 - September 2012
GE Capital July 2011 - February 2012
CNA Insurance April 2011 - June 2011
Trustwave April 2009 - March 2011
Capgemini Consulting February 2007 - April 2009
Webanello Inc. January 2002 - January 2008
Skills
Interaction Design, Prototyping, Personas, Requirements Gathering, Heuristic Evaluation, Author, Persona, User Experience, User Experience Design, Axure, Wireframes, User-centered Design, WordPress, CSS, Creative Direction, Web Design, Rapid Prototyping, Usability, Strategy, SDLC, Consulting, Axure RP
Education
DePaul University 2004 — 2007
BA/BS, HCI / History
Atkore International March 2012 - Present
Resources Global Professionals January 2011 - March 2012
State Farm Insurance, Edmond OK January 2010 - April 2010
MassMutual Financial Group April 2009 - December 2009
UBS Financial Services, Inc January 2008 - April 2009
Geneva Management Co. January 2006 - January 2008
Richard Hasse IT Consulting February 2002 - December 2005
Foodbrands America, Inc. March 2000 - October 2001
Alliant Foodservice, Inc. January 1998 - March 2000
Alliant Foodservice January 1997 - January 1998
Skills
Process Improvement, Business Analysis, Training, Project Portfolio..., Portfolio Management, Financial Services, Customer Service, Business Process..., Leadership, Enterprise Software, Vendor Management, Account Management, IT Strategy, Business Process..., Strategic Planning, PMO, Governance, Sales, CRM, Budgets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1981
MBA, International Business
Project Management Institute 2004 — 2004
PMP, Project Management
Northern Illinois University 1968 — 1972
B.S., Finance
Financial Industry Regulatory Authority (FINRA) 2008 — 2008
Series 7 & 66, Securities
Ash Grove Cement Company April 2000 - Present
MassMutual Financial Group October 1999 - April 2000
VanOsdol, Magruder, Erickson and Redmond, P.C. Law Firm April 1996 - October 1999
United States Marine Corps April 1992 - April 1996
Skills
Citrix Administration, Cisco Unified CM..., Cisco Unity, Cisco ASA Firewall/VPN..., Cisco Catalyst Switch..., Windows Server 2000,..., Windows Operating..., Microsoft Office 95 to..., Google Gmail..., Microsoft Exchange 2003..., ESNATech Office-LinX..., GE Secure Perfect..., TCP/IP protocols, Blackberry Enterprise..., iPhone, iPad,..., Microsoft Office..., Dell KACE Help Desk...
Education
DeVry University-Missouri 1996 — 2000
Bachelor of Science (B.S.), Telecommunications Management
Broker Dealer Financial Services Corp. May 2013 - Present
MassMutual Financial Group October 2010 - May 2013
American Equity Capital, Inc. 2009 - 2010
Ruan Securities Corporation 2004 - 2009
Skills
Retirement, Employee Benefits, Disability Insurance, Insurance, Long Term Care Insurance
Education
Creighton University School of Law 1975 — 1978
Doctor of Law (JD)
Colorado Womens College 1971 — 1975
Bachelor of Arts (BA), Political Science and Economics
Periscope June 2014 - Present
Olson October 2013 - June 2014
Fast Horse August 2013 - September 2013
Fast Horse May 2013 - August 2013
Drake University August 2009 - May 2013
Smiths Medical May 2012 - August 2012
Alpha Kappa Psi January 2012 - April 2012
MassMutual Financial Group August 2011 - April 2012
Alpha Kappa Psi August 2011 - December 2011
Cassidy Turley May 2011 - August 2011
Skills
Social Media, Press Releases, Microsoft Office, Promotions, Marketing Strategy, Marketing Communications, Collateral Materials..., Marketing, Research, Media planning and..., Media Relations, Online Marketing, Advertising, Customer Service, CRM, Newsletters, Public Relations, Editing, Facebook, Public Speaking, Social Media Marketing, Leadership, CisionPoint, Time Management
Education
Drake University 2009 — 2013
Bachelor of Science in Business Administration, Marketing, Advertising Management
Cara Wealth Management December 2012 - Present
Lincoln Financial Group August 2011 - September 2012
MassMutual Financial Group May 2009 - August 2011
AXA Equitable December 1997 - May 2009
Anheuser-Busch Companies 1982 - 1995
PepsiCo 1980 - 1982
Procter & Gamble 1975 - 1980
US Army May 1973 - December 1974
Skills
Wealth Management, Investments, Long-term Care, Financial Analysis, Succession Planning, Legacy Planning, Planned Giving, Charitable Gift..., Insurance, Strategic Financial..., Retirement Planning, Plannning, Financial Services, Portfolio Management, Securities
Education
Creighton University 1970 — 1973
BS, Business Administration, Major: Industrial Relations and Economics
Creighton University School of Law 1973 — 1974
Law
The Wharton School of Business, University of Pennsylvania 2006 — 2006
Retirement Planning, Retirement Planning Specialist
MassMutual Financial Group December 2013 - Present
MassMutual Financial Group October 2007 - Present
MassMutual Financial Group October 2007 - Present
Skills
SDLC, Process Improvement, Analysis, Insurance, IT Service Management, Project Management, Business Analysis, Operations Management, Cross-functional Team..., CRM, Integration, Green Belt, ITIL, Business Requirements, Team Leadership, Strategic Planning, Disaster Recovery, Management, Program Management, Quality Assurance, Sales, Access, Marketing, Data Analysis, Clarity, Salesforce.com, SQL
Education
Northeastern University - Graduate School of Business Administration 1998 — 2000
Master of Business Administration (MBA), Finance, General, 3.6
Lean Six Sigma 2011 — 2011
Green Belt, LSS
The George Washington University 1989 — 1993
BS, American Studies
Wilton High School 1984 — 1987
High School Diploma
MassMutual Financial Group September 2012 - Present
Skills
Data Warehousing, Business Process..., Business Analysis, Requirements Analysis, Agile Methodologies, PMO, Vendor Management, PMP, PL/SQL, Software Project..., Visio, SQL, Microsoft SQL Server, Business Intelligence, Enterprise Architecture, Unix, Performance Tuning, JSP, Requirements Gathering
Education
Northeastern University - Graduate School of Business Administration 2006 — 2008
Master of Business Administration (MBA)
RamraoAdik Institute Of Technology 1992 — 1996
Bachelor Of Engineering
KDSM FOX 17 October 2011 - Present
MassMutual Financial Group 2011 - 2011
ABC5 TV 2006 - 2011
Aeropostale April 2003 - May 2006
Aeropostale 2003 - 2006
Des MOines Dragons 1999 - 2000
Skills
Promotions, Advertising, Customer Service, Television, Account Management, Retail, PowerPoint, Inventory Management, Microsoft Office, Word, Excel, Marketing Strategy, New Business Development, Budgeting, Strategic Planning, Social Media Marketing, Small Business, Advertising Sales, Marketing Communications, Social Media, Budgets, Sales, Marketing, Leadership, Media Planning, Public Relations, Facebook, Online Advertising, Microsoft Excel, Microsoft Word, Social Networking, Event Planning, CRM, Media Buying
Education
Des Moines Area Community College 1996 — 1999
Des Moines Area Community College 1996 — 1999
Marketing
Lincoln High School
MassMutual Financial Group November 2014 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - November 2014
John Hancock Life Insurance Company (U.S.A.) June 2010 - February 2011
John Hancock Life Insurance Company (U.S.A.) December 2008 - June 2010
John Hancock March 2007 - December 2008
Skills
Series 6, Profit Sharing, Series 63, 401k, Retirement Plan..., Retirement, Fixed Annuities, FINRA, ERISA, Defined Benefit, Retirement Planning, Pensions, Asset Allocation, Life Insurance, Variable Annuities, Variable Life, Cash Balance, Safe Harbor, Series 7
Education
Drake University 2000 — 2003
BA, Public Relations
Drake University 2000 — 2003
EXL October 2013 - Present
Miningham & Oellerich April 2013 - October 2013
ING April 2011 - March 2013
Knights of Columbus November 2010 - April 2011
MassMutual Financial Group January 2010 - October 2010
CIGNA Healthcare July 2009 - December 2009
The Phoenix Companies November 2001 - December 2008
Pricewaterhousecoopers 1999 - 2001
CSC 1992 - 1999
Skills
SDLC, Process Improvement, Project Management, Vendor Management, IT Strategy, Life Insurance, Quality Assurance, System Testing, Microsoft Office, Business Requirements, Business Analysis, PMO, Software Documentation, MS Project
Education
Curry College 1975 — 1979
MassMutual Financial Group November 2011 - Present
MIB Solutions, Inc. March 2010 - November 2011
Bose Corporation February 2003 - January 2009
e-Dialog October 2001 - September 2002
iBelong Networks 2000 - 2001
Skills
PPC, Online Marketing, Online Advertising, SEM, Affiliate Marketing, Marketing, Business Development, New Media, Project Management, Email Marketing, Digital Marketing, Direct Marketing, Web Analytics, Google Adwords, Lead Generation, Integrated Marketing, Google Analytics, SEO, Analytics, B2B Marketing, Search, Digital Strategy
Education
D'Amore-McKim School of Business at Northeastern University 1995 — 1997
MBA, Marketing
Ithaca College 1987 — 1991
BMO, Music/Speech Communications
Silicon Valley Bank January 2008 - Present
San Jose Credit Union June 2006 - January 2008
MassMutual Financial Group December 2005 - April 2006
Outback Steakhouse November 1999 - February 2006
Skills
Finance, Banking, Microsoft Excel, PowerPoint, Management, Financial Analysis, Customer Service, Project Management, Sales, Outlook, Online Fraud, Financial Services
Education
San Jose State University 2002 — 2004
Bachelor of Science degree, Business Administration; Organization and Management
De Anza College
Associate of Arts degree, Liberal Studies
Theodore E. Affleck, CLU & Associates October 1999 - Present
Theodore E. Affleck, CLU & Associates, LLC October 1999 - Present
MassMutual Financial Group 1996 - 1999
Connecticut Mutual 1975 - 1996
Skills
Insurance, Life Insurance, Marketing, Litigation, Retirement Planning, Strategy, Fixed Annuities, Retirement, Strategic Planning, Employee Benefits, Disability Insurance, Underwriting, Investments
Education
Dickinson College 1965 — 1969
B.A., History
Mount Hermon School 1964 — 1965
Vantage Oleochemicals May 2007 - Present
Trapp Financial, LLC February 2005 - April 2007
Lasalle Financial Services February 2003 - February 2005
MassMutual Financial Group June 2002 - November 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign 1998 — 2002
BA, Finance
MassMutual Financial Group Financial AdvisorMiceli Financial Partners2005 - Present
Education
Diablo Valley College 1962 — 1967
MassMutual Financial Group November 2014 - Present
MassMutual Financial Group January 2014 - June 2014
MassMutual Financial Group November 2011 - December 2013
Babson Capital Management January 2005 - August 2007
MassMutual Financial Group August 2003 - December 2004
Fidelity Investments November 2001 - July 2003
Skills
Portfolio Management, Employee Benefits, Analysis, Process Improvement, Investments, Mutual Funds, Fixed Income, Equities, Hedge Funds, Customer Service, Trading, Retirement Planning, Retirement, Call Centers, Financial Analysis, Finance, New Business Development, 401k, Relationship Management, Insurance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2006
PMBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1997 — 2001
BS, Business Administration
Central Queensland University 1999 — 1999
Study Abroad
Longmeadow High School 1993 — 1997
ParMed Pharmaceuticals November 2012 - Present
Royal Financial Group June 2012 - Present
MassMutual Financial Group January 2009 - May 2012
Saperston Asset Management April 2006 - December 2008
Guardian Life Insurance July 2005 - March 2006
Morgan Stanley 1999 - 2005
Gruntal & Co April 1998 - April 1999
Skills
Securities, Insurance, Series 7, Retirement Planning, Investments, Asset Management, Annuities, Financial Planning, Mutual Funds, Portfolio Management, Wealth Accumulation, Term Life Insurance, IRA's, Equities, Bonds, Asset Allocation, IRAs, Strategic Financial..., Financial Planners, Financial Services, Fixed Annuities, Investment Management, Retirement, Sales, Small Business, Life Insurance, Employee Benefits, Series 63, Disability Insurance, Estate Planning, Finance, Series 65, Analysis, 401k, Investment Strategies, Investment Advisory, Asset Managment, Wealth Management, Alternative Investments, Financial Advisory, Long-term Care, ETFs, Health Insurance, Financial Risk, Mortgage Lending
Education
DePaul University 1993 — 1997
BSC, Finance - Major; Management - Minor
Lake Shore Central HS
Healthcare Workgroup 2011 - Present
Community Foundation of Sarasota 2003 - 2013
MassMutual Financial Group 1999 - 2011
Skills
Strategic Planning, Public Speaking, 401k, Program Management, Team Building, Nonprofits, Coaching, Fundraising, Retirement Planning, Leadership Development, Process Improvement, Strategy, Estate Planning, Succession Planning, Disability Insurance, Retirement, Strategic Financial..., Community Outreach, Leadership, Training, Marketing
Education
Dartmouth College 1959 — 1963
Bachelor of Arts (BA), American History (United States), 3.8
MassMutual Financial Group January 2013 - Present
The Hartford April 2012 - December 2012
The Hartford April 2010 - April 2012
Hartford Life October 2006 - April 2010
The Hartford September 2005 - October 2006
The Hartford June 2003 - August 2005
Education
Dickinson College 1999 — 2003
bachelor of arts, Sociology
MassMutual Financial Group June 2015 - Present
University of Phoenix January 2013 - Present
International Cruise and Excursions November 2011 - June 2012
Grand Canyon University February 2011 - July 2011
Yelp.com October 2010 - March 2011
Progressive Insurance August 2008 - August 2010
The Melting Pot Restaurants July 2006 - July 2008
Scottsdale Plaza Resort December 2005 - June 2006
Marriott International April 2005 - December 2005
Rock Bottom Restaurant and Brewery March 2003 - April 2005
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Restaurants, Event Planning, Public Speaking, Food & Beverage, Restaurant Management, Photoshop, Team Leadership, Advertising, Nonprofits, Selling, Sales Management, Social Networking, Customer Retention, New Business Development, Sales, Marketing Strategy, Hotels, Budgets, Coaching, Inventory Management, Marketing, Policy, Online Advertising, Outlook, Time Management, Facebook, Customer Satisfaction, Management, Teaching, Staff Development, Data Entry, Hospitality, Business Development, Social Media Marketing, Creative Writing, Research, Event Management, Community Outreach, Fundraising, Project Management, Teamwork, Marketing Communications, Training, Leadership
Education
Davidson College 1995 — 2000
Bachelor, Philosophy
Davidson College 1995 — 2000
Moosilauke Insurance Management, Inc. September 2003 - Present
Dawson Companies September 1995 - September 2003
MassMutual Financial Group September 1980 - September 1995
Paul Revere Companies September 1973 - August 1977
Skills
Farms, Retirement, Estate Planning, Insurance, New Business Development, Life Insurance, Marketing Strategy, Strategic Planning, Management Consulting, Business Strategy, Risk Management, Marketing, Start-ups, Team Building, Sales Management, Sales, Disability Insurance, Employee Benefits, Small Business, Contract Negotiation
Education
Dartmouth College
Bachelor's Degree, Economics
Purdue University
Purdue Pension School- Concentrated Training Program in Advanced Pension Plan Design
The American College
Chartered Life Underwriter Degree
The Ohio State University
Marketing; Accounting & Finance, additional coursework in business
MassMutual Financial Group August 2015 - Present
Prudential Financial December 2011 - August 2015
MassMutual Financial Group December 2009 - December 2011
ISM Advisors 2008 - 2009
HSBC 2005 - 2007
UBS Investment Bank 2002 - 2005
Goldman Sachs December 1999 - August 2002
PricewaterhouseCoopers 1999 - 1999
Skills
Actuarial Science, Financial Engineering, MoSes, atlas, Fixed Income Analysis, MBS, Derivatives, Variable Annuities, Fixed Annuities, Guaranteed Lifetime..., Hedging, Risk Management, Government Bonds, Prophet, Stochastic Modeling, ALM, Capital Markets, Insurance, Fixed Income, Trading, Asset Allocation, Financial Modeling, Valuation
Education
University of Chicago 1999 — 2000
MS, Financial Mathematics
DePaul University 1994 — 1998
Bachelor's degree, Physics, Mathematics
Buffalo Grove High School 1990 — 1994
MassMutual Ohio November 1991 - Present
MassMutual Financial Group 1991 - Present
Skills
Employee Benefits, Insurance, Fixed Annuities, Life Insurance, Budgets, Management, Disability Insurance, Sales, Event Planning, Microsoft Office, Customer Satisfaction, Relationship Management, Microsoft Excel, Strategic Planning
Education
Davis College
The Carillon Group Financial Services ProfessionalAnchor Financial Group/a General Agency with the companies of OneAmericaFebruary 2013 - May 2014
Oneamerica Securities May 2009 - February 2013
VALIC October 1998 - September 2008
MassMutual Financial Group 1993 - 1996
Education
Plymouth State University 1972 — 1974
BS, physical education
Dean College 1969 — 1971
AS, physical education
CLEAResult July 2014 - Present
GAW High Speed Internet November 2013 - June 2014
Pinnacle Wireless Communications July 2012 - March 2013
OneAmerica December 2011 - July 2012
MassMutual Financial Group June 2008 - January 2012
MassMutual Financial Group October 2006 - June 2008
Skills
Social Networking, New Business Development, Project Coordination, Leadership, Team Building, Business Analysis, Budgets, Sales, Process Improvement, Customer Service, Microsoft Office
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
MBA, Marketing
Elms College 2004 — 2008
Bachelor of Arts, Marketing and Computer Information Technology
Cathedral 2000 — 2004
High School Diploma
Nestlé November 2013 - Present
Dairy Farmers of America 2012 - 2013
Dolby 2010 - 2012
TAMKO 2005 - 2009
VitalSpring Technologies 2005 - 2005
Ross Stores, Inc. 2004 - 2005
Northrop Grumman Shipbuilding Newport News 2003 - 2004
RCM Technologies 2002 - 2003
AMD 2002 - 2002
MassMutual Financial Group 2001 - 2002
Skills
SAP BI, SAP, ABAP, SAP ERP, SAP Implementation, SAP R/3, Business Intelligence, Requirements Analysis, ERP, Business Process, BAPI, SAP Netweaver, Integration, SD, Business Objects, SAP BW, Materials Management, SAP HR, SAP FI
Education
Creighton University
Bachelor of Arts (B.A.)
SLS March 2014 - Present
Guaranteed Rate June 2013 - March 2014
Urban Lending Solutions February 2012 - June 2013
Urban Lending Solutions February 2012 - December 2012
PostFliers May 2011 - October 2011
PostFliers, Inc. July 2010 - May 2011
MassMutual Financial Group September 2009 - April 2010
Baird Holm LLP May 2006 - September 2009
Skills
Legal Research, Sales, Team Leadership, Advertising, Mortgage Lending, Mortgage Banking, Residential Mortgages, Mortgage Underwriting, Mortgage Marketing, Jumbo Mortgage, Jumbos, Real Estate, Real Estate Transactions, Real Estate Financing, Leadership, Organizational..., Automated Underwriting..., Underwriting, Marketing, Social Media Marketing, Product Marketing, Online Marketing, Direct Marketing, Email Marketing, Marketing Communications, Marketing Strategy, Finance, Credit, Loans, Banking, Insurance, Management, Investments, Financial Analysis, Analysis, Estate Planning, Portfolio Management, Strategic Financial..., Business Development, Financial Modeling, Retirement Planning, CRM, Customer Retention, Series 7, Contract Negotiation, Account Management
Education
Creighton University 2005 — 2008
BSBA, Finance, Economics
United States Air Force Academy 2004 — 2005
Military Studies, Engineering
Mount Michael 2000 — 2004
High School Diploma
Mount Michael
Waste Management January 2010 - Present
The Hartford September 2005 - December 2010
MassMutual Financial Group June 2004 - August 2005
MassMutual Financial Group October 2001 - June 2004
CIGNA Group Insurance July 1993 - October 2001
O’Connell, Pace & Kravitz, CPA’s March 1990 - July 1993
Skills
Relationship Building, Driving Results, Problem Resolution, Matrix Management, Strategic and..., Implementing Change, Process Improvements, Financial Analysis, Motivating, Developing Top Talent, CRM, Management, Talent Management, SaaS, Account Management, Customer Satisfaction, Cross-functional Team..., Risk Management, Vendor Management, Project Management, Strategic Planning, Contract Negotiation, Salesforce.com, Customer Retention
Education
Northeastern University 1984 — 1989
1989, Accounting
Northeastern University - Graduate School of Business Administration
Business
Goodcity NFP 2012 - 2014
Bank of America 2008 - 2011
MassMutual Financial Group 2006 - 2008
John H. Stroger, Jr. Hospital of Cook County 2003 - 2006
Skills
Financial Analysis, Process Improvement, Risk Management, Strategic Financial..., Forecasting, Investments, Securities, Insurance, Analysis, Strategic Planning, Team Building, Microsoft Excel, Budgets, Sales, Management, Leadership, Accounting, Business Planning, Nonprofits, Project Management
Education
Delta State University
BA, Finance
Southern Illinois University, Carbondale
Finance
GEM Financial Services, Inc. February 1994 - Present
GEM Financial Services, Inc. February 1993 - Present
Transamerica January 1989 - Present
MassMutual Financial Group March 1979 - December 1988
Skills
Insurance, Retirement, Customer Service, Portfolio Management
Education
Delta College 1961 — 1963
General Studies
Holy Rosary High School 1949 — 1960
High School Graduate, General Education
JPD Real Estate Investment Consultants February 2010 - Present
MassMutual/Babson Capital/Cornerstone Real Estate Advisers February 1987 - February 2010
MassMutual Financial Group August 1985 - February 1987
MassMutual Financial Group July 1980 - August 1985
Merrill Lynch March 1977 - July 1980
Prudential Financial July 1973 - February 1977
Skills
Real Estate, Commercial Real Estate, Valuation, Portfolio Management, Finance, Due Diligence, Private Equity, Investments, Loans
Education
Indiana University Bloomington 1971 — 1973
MBA, Finance
DePauw University 1967 — 1971
BA, Political Science
MassMutual Financial Group June 2014 - Present
State Farm Insurance July 2006 - June 2014
State Farm January 2004 - July 2006
State Farm October 2000 - January 2004
Thrivent Financial August 1999 - August 2000
Sandy Creek Public Schools August 1995 - May 1999
Skills
Property & Casualty..., Umbrella Insurance, Homeowners, Disability Insurance, Life Insurance, Commercial Insurance, Term Life Insurance, Health Insurance, Insurance, Whole Life, General Insurance, Liability, Long-term Care, Casualty, Fixed Annuities, Universal Life, Long Term Care Insurance, Underwriting, Claim
Education
Doane College 1990 — 1995
Bachelor of Arts (B.A.), Secondary Education and Teaching
Utica Centennial High School 1988 — 1990
Baker Tilly Virchow Krause, LLP 2014 - Present
Mario's Pizza 2005 - 2014
Vatican City September 2012 - December 2012
MassMutual Financial Group January 2012 - August 2012
Skills
Pennsylvania Life,..., Customer Service, Entrepreneurship, Investments, Microsoft Excel, PowerPoint, Access, Microsoft Office, Strategic Financial..., Leadership, Financial Analysis, Accounting, Time Management, Marketing
Education
DeSales University 2010 — 2014
Bachelor of Arts (B.A.), Accounting and Finance
Prudential Financial March 2014 - Present
Community Health Services, Inc February 2009 - September 2013
MassMutual Financial Group 2000 - 2005
Education
Dartmouth College 1979 — 1983
Bachelor's degree, History
Hipskind Seyfarth Risk Solutions, LLC December 2012 - Present
DePaul University Career Center August 2011 - March 2012
MassMutual Financial Group May 2011 - August 2011
DePaul University March 2011 - July 2011
Skills
Training, Recruiting, Research, Survey Design, Focus Groups, Organizational..., Job Search Strategies, Public Speaking, P&C Insurance, Employee Benefits, High Net Worth Insurance
Education
DePaul University 2010 — 2012
Master of Arts, Organizational and Multicultural Communication
DePaul University 2007 — 2011
Bachelor of Arts, Communication Studies
MassMutual Financial Group January 2014 - Present
MassMutual Financial Group February 2008 - January 2014
Hartford Life October 2006 - February 2008
MassMutual Investor Services Inc. March 2005 - October 2006
Education
D'Amore-McKim School of Business at Northeastern University 2013 — 2015
Master of Business Administration (M.B.A.)
Springfield College 1999 — 2003
Bachelor’s Degree
MassMutual Financial Group October 2011 - Present
Kaiser Permanente August 2006 - August 2011
Education
Dickinson College
Temple University
MEd
MassMutual Financial Group 2013 - Present
The Hartford 2008 - 2012
Sun Life Financial 2007 - 2008
MFS Investment Management 2006 - 2007
Skills
401k
Education
Drake University 2001 — 2005
B.S. in Business Administration, Marketing, Cum Laude
Drake University 2001 — 2005
B.S. in Business Administration, Management, Cum Laude
MassMutual Financial Group January 2014 - Present
Michaels Arts and Crafts August 2013 - January 2014
St. Joseph Hospital of Orange February 2012 - January 2014
Michaels Arts and Crafts October 2012 - August 2013
Skills
Volunteering, Microsoft Excel, Microsoft Word, Meditech, Balancing Money
Education
Cypress College 2012 — 2015
In Progress, General Education
United States Tax Court May 2015 - August 2015
MassMutual Financial Group November 2013 - May 2014
MassMutual Financial Group August 2012 - November 2013
Bradley, Foster & Sargent, Inc. May 2011 - August 2011
Education
University of Notre Dame Law School 2014 — 2017
Doctor of Law (JD)
Middlebury College 2008 — 2012
Bachelor of Arts (BA)
Deerfield Academy 2004 — 2008
Professional Elite Hospitality October 2013 - Present
MassMutual Financial Group February 2012 - Present
Skills
Employee Benefits, Financial Services, Retirement, Retirement Planning, Fixed Annuities, Mutual Funds, Series 7, 401k, Securities, Life Insurance, Disability Insurance, Wealth Management
Education
DeVry University-Florida 2010 — 2014
Bachelor's degree, Hospitality Administration/Management
Everest College- Miami 2007 — 2013
Associate of Science (AS), Business Administration and Management, General
CSC October 1999 - Present
MassMutual Financial Group November 1976 - August 1999
MassMutual Financial Group November 1976 - August 1999
Skills
IT Strategy, IBM Automated Tape..., DFSMS, FDRABR, Disaster Recovery..., Requirements Analysis, IT Service Management
Education
Ameican International College 1966 — 1970
Bachelor of Arts (BA), Chemistry
Cornell University 1964 — 1966
Chemical Engineering