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
Eric Armenteros Eric Armenteros's MassMutual Financial Group Experience April 2009 - December 2010
Job Analyst at Empire
Industry Investment Management
Experience
Empire Investment Holdings January 2015 - Present
SunTrust International Wealth Management February 2013 - December 2014
Citi December 2010 - February 2013
MassMutual Financial Group April 2009 - December 2010
Skills
Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, Series 7, Series 6, Life & Health Insurance..., Risk Management, Research, Leadership, Social Media, Process Improvement, Banking, Training, Program Management, Management, Outlook, Project Management, Insurance, Strategic Planning, Fundraising, Marketing Strategy, Team Building, Investments, AML, Business Planning, Customer Service, Marketing, PowerPoint, Business Strategy
Education
University of South Florida 2004 — 2007
Bachelor of Arts, Political Science/ History
Eckerd College 2002 — 2004
Political Science
Empire Investment Holdings January 2015 - Present
SunTrust International Wealth Management February 2013 - December 2014
Citi December 2010 - February 2013
MassMutual Financial Group April 2009 - December 2010
Skills
Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, Series 7, Series 6, Life & Health Insurance..., Risk Management, Research, Leadership, Social Media, Process Improvement, Banking, Training, Program Management, Management, Outlook, Project Management, Insurance, Strategic Planning, Fundraising, Marketing Strategy, Team Building, Investments, AML, Business Planning, Customer Service, Marketing, PowerPoint, Business Strategy
Education
University of South Florida 2004 — 2007
Bachelor of Arts, Political Science/ History
Eckerd College 2002 — 2004
Political Science
Tiffany dela Cruz Tiffany dela Cruz's MassMutual Financial Group Experience February 2011 - Present
Job Executive Business Coordinator at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group February 2011 - Present
TBWA\Chiat\Day January 2010 - April 2010
Loyola Marymount University 2006 - 2010
Davie Brown Entertainment June 2009 - August 2009
Loyola Marymount University August 2008 - 2009
Skills
Event Planning, Fundraising, Higher Education, Public Speaking, Research, Social Media, Non-profits, Community Outreach, Microsoft Office, Grant Writing, PowerPoint, Volunteer Management, Editing, Teaching, Program Development
Education
Loyola Marymount University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Duke Fuqua School of Business 2005 — 2005
LEAD Summer Program, Business Administration and Management, General
MassMutual Financial Group February 2011 - Present
TBWA\Chiat\Day January 2010 - April 2010
Loyola Marymount University 2006 - 2010
Davie Brown Entertainment June 2009 - August 2009
Loyola Marymount University August 2008 - 2009
Skills
Event Planning, Fundraising, Higher Education, Public Speaking, Research, Social Media, Non-profits, Community Outreach, Microsoft Office, Grant Writing, PowerPoint, Volunteer Management, Editing, Teaching, Program Development
Education
Loyola Marymount University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Duke Fuqua School of Business 2005 — 2005
LEAD Summer Program, Business Administration and Management, General
Jerome Jerry McMillen Jerome Jerry McMillen's MassMutual Financial Group Experience 2015 - Present
Job Financial Services Professional
Industry Insurance
Experience
MassMutual Financial Group 2015 - Present
Tribeca Tavern 2011 - 2014
Skills
Customer Service, Psychology, Microsoft Office, Microsoft Excel, Microsoft Powerpoint, SPSS, Alcohol and Drug Studies, Disability Insurance, Life Insurance, Annuity Sales, Apple Computers
Education
East Carolina University 2002 — 2007
Bachelor’s Degree, Psychology
North Carolina Central University 2011 — 2015
Master of Arts (M.A.), Psychology Part-time
MassMutual Financial Group 2015 - Present
Tribeca Tavern 2011 - 2014
Skills
Customer Service, Psychology, Microsoft Office, Microsoft Excel, Microsoft Powerpoint, SPSS, Alcohol and Drug Studies, Disability Insurance, Life Insurance, Annuity Sales, Apple Computers
Education
East Carolina University 2002 — 2007
Bachelor’s Degree, Psychology
North Carolina Central University 2011 — 2015
Master of Arts (M.A.), Psychology Part-time
Roy Belk Roy Belk's MassMutual Financial Group Experience July 2008 - February 2009
Job Senior Credit Analyst at Baker & Taylor
Industry Financial Services
Experience
Baker & Taylor December 2013 - Present
The CIT Group March 2009 - December 2013
MassMutual Financial Group July 2008 - February 2009
Smith Barney May 2007 - August 2007
Skills
Financial Reporting, Microsoft Excel, Cash Flow Forecasting, Microsoft Office, PowerPoint, MS Excel Pivot Tables, Vlookup, Financial Analysis, Revenue Analysis
Education
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Bachelor of Science (BS), Business Administration; Finance
Baker & Taylor December 2013 - Present
The CIT Group March 2009 - December 2013
MassMutual Financial Group July 2008 - February 2009
Smith Barney May 2007 - August 2007
Skills
Financial Reporting, Microsoft Excel, Cash Flow Forecasting, Microsoft Office, PowerPoint, MS Excel Pivot Tables, Vlookup, Financial Analysis, Revenue Analysis
Education
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Bachelor of Science (BS), Business Administration; Finance
Kristin (Ingalls) Blanchard Kristin (Ingalls) Blanchard's MassMutual Financial Group Experience August 2008 - March 2011
Job Client Services Coordinator at Legacy Counsellors, P.C.
Industry Legal Services
Experience
Legacy Counsellors, P.C. February 2014 - Present
Holyoke Community College Adult Learning Center September 2013 - Present
United Personnel Services 2011 - 2013
MassMutual Financial Group August 2008 - March 2011
Skills
Onboarding, Employee Relations, Recruiting, Human Resources, Talent Acquisition, Customer Service, Technical Recruiting, Outlook, Adult Education
Education
Elmira College 2000 — 2004
Bachelor of Science, Childhood Education
Longmeadow High School
Legacy Counsellors, P.C. February 2014 - Present
Holyoke Community College Adult Learning Center September 2013 - Present
United Personnel Services 2011 - 2013
MassMutual Financial Group August 2008 - March 2011
Skills
Onboarding, Employee Relations, Recruiting, Human Resources, Talent Acquisition, Customer Service, Technical Recruiting, Outlook, Adult Education
Education
Elmira College 2000 — 2004
Bachelor of Science, Childhood Education
Longmeadow High School
Sandi Mercier Sandi Mercier's MassMutual Financial Group Experience 2014 - Present
Job Strategic Consultant
Industry Financial Services
Experience
MassMutual Financial Group 2014 - Present
Skills
Business Requirements, SDLC, Financial Services, Business Analysis, Process Improvement, Six Sigma, Project Management, SharePoint, Insurance, Business Process..., Change Management, Risk Management, Project Portfolio..., Vendor Management
Education
Eastern Connecticut State University
Business Administration and Management, General
MassMutual Financial Group 2014 - Present
Skills
Business Requirements, SDLC, Financial Services, Business Analysis, Process Improvement, Six Sigma, Project Management, SharePoint, Insurance, Business Process..., Change Management, Risk Management, Project Portfolio..., Vendor Management
Education
Eastern Connecticut State University
Business Administration and Management, General
William Moore's MassMutual Financial Group Experience February 2007 - April 2009
Job Principal Engineer at Webs
Industry Information Technology and Services
Experience
Webs December 2013 - Present
Perficient July 2004 - December 2013
Guy Carpenter October 2012 - November 2013
Bank of America November 2011 - October 2012
Guy Carpenter September 2011 - December 2011
Northern Trust June 2010 - March 2011
MetLife September 2009 - June 2010
Express Scripts May 2009 - September 2009
MassMutual Financial Group February 2007 - April 2009
Citizens Bank September 2004 - November 2006
Skills
ECM, FileNet, Enterprise Content..., Java, Documentum, Java Enterprise Edition, J2EE, Spring, Business Process..., Documentum xCP, Records Management, Documentum D2, JPA, Websphere, Agile Methodologies, Enterprise Architecture, Web Services, Integration, Oracle, Software Development, Enterprise Software, Scrum, Business Analysis, Business Process, SQL
Education
Duke University 2000 — 2004
B.S., Computer Science
Webs December 2013 - Present
Perficient July 2004 - December 2013
Guy Carpenter October 2012 - November 2013
Bank of America November 2011 - October 2012
Guy Carpenter September 2011 - December 2011
Northern Trust June 2010 - March 2011
MetLife September 2009 - June 2010
Express Scripts May 2009 - September 2009
MassMutual Financial Group February 2007 - April 2009
Citizens Bank September 2004 - November 2006
Skills
ECM, FileNet, Enterprise Content..., Java, Documentum, Java Enterprise Edition, J2EE, Spring, Business Process..., Documentum xCP, Records Management, Documentum D2, JPA, Websphere, Agile Methodologies, Enterprise Architecture, Web Services, Integration, Oracle, Software Development, Enterprise Software, Scrum, Business Analysis, Business Process, SQL
Education
Duke University 2000 — 2004
B.S., Computer Science
Paul Osman Paul Osman's MassMutual Financial Group Experience April 2014 - Present
Job financial representative at mass mutual broker
Industry Insurance
Experience
Capstone Financial, LLC April 2014 - Present
MassMutual Financial Group April 2014 - Present
Northwestern Mutual August 1978 - April 2014
Skills
Investments, Disability Insurance, Retirement Planning, Retirement, Wealth Management, Strategic Financial..., Insurance, Life Insurance, Finance, Fixed Annuities, Pensions, Financial Planning, Leadership, Strategic Planning, Estate Planning, Insurance Planning, Long-term Care
Education
East Carolina University 1979 — 1980
Master of Business Administration (MBA), Finance and Financial Management Services, 4.0
East Carolina University 1974 — 1980
Bachelor of Science (BS) IN MARKETING/FINANCE, BS MARKETING /MASTERS IN BUSINESS (MBA), MAGNA CUM LAUDE
Capstone Financial, LLC April 2014 - Present
MassMutual Financial Group April 2014 - Present
Northwestern Mutual August 1978 - April 2014
Skills
Investments, Disability Insurance, Retirement Planning, Retirement, Wealth Management, Strategic Financial..., Insurance, Life Insurance, Finance, Fixed Annuities, Pensions, Financial Planning, Leadership, Strategic Planning, Estate Planning, Insurance Planning, Long-term Care
Education
East Carolina University 1979 — 1980
Master of Business Administration (MBA), Finance and Financial Management Services, 4.0
East Carolina University 1974 — 1980
Bachelor of Science (BS) IN MARKETING/FINANCE, BS MARKETING /MASTERS IN BUSINESS (MBA), MAGNA CUM LAUDE
C. Jonathan Barnes C. Jonathan Barnes's MassMutual Financial Group Experience July 2010 - June 2013
Job Internal Wholesaler at Genworth
Industry Financial Services
Experience
Genworth July 2014 - Present
First Citizens Bank June 2013 - July 2014
MassMutual Financial Group July 2010 - June 2013
Appomattox Insurance & Financial Services, Inc March 2009 - July 2010
Farmers Insurance September 2007 - March 2009
Skills
Series 7, Series 6, Series 63, Series 65, Fixed Annuities, Indexed Annuities, Variable Annuities, Investments, Financial Services, Wealth Management, Portfolio Management, Finance, Long Term Care Insurance, Customer Service, Whole Life, Securities
Education
Elon University 2001 — 2005
Brunswick Academy 1998 — 2001
Genworth July 2014 - Present
First Citizens Bank June 2013 - July 2014
MassMutual Financial Group July 2010 - June 2013
Appomattox Insurance & Financial Services, Inc March 2009 - July 2010
Farmers Insurance September 2007 - March 2009
Skills
Series 7, Series 6, Series 63, Series 65, Fixed Annuities, Indexed Annuities, Variable Annuities, Investments, Financial Services, Wealth Management, Portfolio Management, Finance, Long Term Care Insurance, Customer Service, Whole Life, Securities
Education
Elon University 2001 — 2005
Brunswick Academy 1998 — 2001
Jeffrey Flory Jeffrey Flory's MassMutual Financial Group Experience January 2015 - August 2015
Job General Manager
Industry Automotive
Experience
CarScope 2015 - Present
MassMutual Financial Group January 2015 - August 2015
First Command Financial Services January 2014 - January 2015
BNI 2015 - 2015
The Home Depot August 2011 - January 2014
US Air Force January 1987 - May 2011
Joint Forces Staff College June 2007 - May 2010
JFCOM 2005 - 2007
JFCOM 2005 - 2007
Skills
Public Speaking, Leadership Development, Organizational..., Team Leadership, Personal Financial..., Financial Analysis, Insurance, Annuities, Mutual Funds, Military Operations, National Security, Operational Planning, Security Clearance, Military, DoD, Military Experience, Defense, Command, Air Force, Top Secret, Program Management, Government, Information Assurance, Leadership, Navy, Intelligence Analysis, Aircraft, Intelligence, Aviation, Management, Homeland Security, Army, Aerospace, Government Contracting, Strategic Planning, Counterterrorism, Crisis Management, Emergency Management, Policy, Requirements Analysis, Tactics, Team Building, Process Improvement, Project Planning, Force Protection, Operations Management, Military Training, Security, Risk Management, Finance
Education
Embry-Riddle Aeronautical University 1996 — 2001
Msters if Science, Aero Science Technology, Aero Science Technology
Michigan State University 1982 — 1986
Bachelor of Arts (BA), Music
Ypsi High 1975 — 1979
Diploma, College Prep
Ypsi High
Diploma
CarScope 2015 - Present
MassMutual Financial Group January 2015 - August 2015
First Command Financial Services January 2014 - January 2015
BNI 2015 - 2015
The Home Depot August 2011 - January 2014
US Air Force January 1987 - May 2011
Joint Forces Staff College June 2007 - May 2010
JFCOM 2005 - 2007
JFCOM 2005 - 2007
Skills
Public Speaking, Leadership Development, Organizational..., Team Leadership, Personal Financial..., Financial Analysis, Insurance, Annuities, Mutual Funds, Military Operations, National Security, Operational Planning, Security Clearance, Military, DoD, Military Experience, Defense, Command, Air Force, Top Secret, Program Management, Government, Information Assurance, Leadership, Navy, Intelligence Analysis, Aircraft, Intelligence, Aviation, Management, Homeland Security, Army, Aerospace, Government Contracting, Strategic Planning, Counterterrorism, Crisis Management, Emergency Management, Policy, Requirements Analysis, Tactics, Team Building, Process Improvement, Project Planning, Force Protection, Operations Management, Military Training, Security, Risk Management, Finance
Education
Embry-Riddle Aeronautical University 1996 — 2001
Msters if Science, Aero Science Technology, Aero Science Technology
Michigan State University 1982 — 1986
Bachelor of Arts (BA), Music
Ypsi High 1975 — 1979
Diploma, College Prep
Ypsi High
Diploma
Roy Pollack Roy Pollack's MassMutual Financial Group Experience September 2013 - December 2013
Job Data Solution Architect
Industry Information Technology and Services
Experience
Performance Food Group May 2015 - September 2015
DeVry University November 2014 - May 2015
Seattle Children's February 2015 - March 2015
Simulmedia, Inc. June 2014 - March 2015
Caserta Concepts June 2014 - March 2015
BMO Harris Bank August 2014 - October 2014
JLG Industries May 2014 - May 2014
Market6 February 2014 - April 2014
NEC March 2014 - March 2014
MassMutual Financial Group September 2013 - December 2013
Skills
AWS Redshift, Business Analysis, Data Modeling, Data Warehousing, Business Intelligence, Oracle, Database Design, Data Analysis, Databases, ETL, Integration, Netezza, SDLC, Business Process, Requirements Gathering, Data Integration, MySQL, Data Quality, Mergers & Acquisitions, Data Conversion, Process Engineering, Performance Improvement, Financial Systems, Securities, Telecommunications, Software Documentation, Architectures, Analysis, Enterprise Architecture, Analytics, Solution Architecture, Conversions, Data Governance, Master Data Management, Project Management, Erwin, SQL, PL/SQL, Unix, Microsoft SQL Server, Teradata, Data Warehouse..., Data Architecture, Data Management, Unix Shell Scripting, PMP, Requirements Analysis, Software Project..., Consulting, Architecture
Education
North Central College 1986 — 1989
pre-BS, Computer Science
Northern Illinois University 1986 — 1986
transferred to other college, Computer Science
Elgin Community College 1985 — 1986
Associate's Degree, Computer Science
Performance Food Group May 2015 - September 2015
DeVry University November 2014 - May 2015
Seattle Children's February 2015 - March 2015
Simulmedia, Inc. June 2014 - March 2015
Caserta Concepts June 2014 - March 2015
BMO Harris Bank August 2014 - October 2014
JLG Industries May 2014 - May 2014
Market6 February 2014 - April 2014
NEC March 2014 - March 2014
MassMutual Financial Group September 2013 - December 2013
Skills
AWS Redshift, Business Analysis, Data Modeling, Data Warehousing, Business Intelligence, Oracle, Database Design, Data Analysis, Databases, ETL, Integration, Netezza, SDLC, Business Process, Requirements Gathering, Data Integration, MySQL, Data Quality, Mergers & Acquisitions, Data Conversion, Process Engineering, Performance Improvement, Financial Systems, Securities, Telecommunications, Software Documentation, Architectures, Analysis, Enterprise Architecture, Analytics, Solution Architecture, Conversions, Data Governance, Master Data Management, Project Management, Erwin, SQL, PL/SQL, Unix, Microsoft SQL Server, Teradata, Data Warehouse..., Data Architecture, Data Management, Unix Shell Scripting, PMP, Requirements Analysis, Software Project..., Consulting, Architecture
Education
North Central College 1986 — 1989
pre-BS, Computer Science
Northern Illinois University 1986 — 1986
transferred to other college, Computer Science
Elgin Community College 1985 — 1986
Associate's Degree, Computer Science
Yek Cheng Yek Cheng's MassMutual Financial Group Experience Enterorise Financial ForecastingCEOYingdataihe Life Insurance CO., Ltd.May 2009 - May 2012
Job Vice President at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group Enterorise Financial ForecastingCEOYingdataihe Life Insurance CO., Ltd.May 2009 - May 2012
MassMutual Mercuries Life February 2001 - June 2007
Skills
Actuarial Science, Life Insurance, Insurance
Education
Eastern Michigan University 1974 — 1976
MA, Mathematics
University of the Philippines 1968 — 1973
Bachelor of Science (BS), Electrical and Electronics Engineering
MassMutual Financial Group Enterorise Financial ForecastingCEOYingdataihe Life Insurance CO., Ltd.May 2009 - May 2012
MassMutual Mercuries Life February 2001 - June 2007
Skills
Actuarial Science, Life Insurance, Insurance
Education
Eastern Michigan University 1974 — 1976
MA, Mathematics
University of the Philippines 1968 — 1973
Bachelor of Science (BS), Electrical and Electronics Engineering
Lucas Craig Lucas Craig's MassMutual Financial Group Experience August 2014 - Present
Job Financial Services Professional at Kish Financial Solutions (Kish Bank)
Industry Financial Services
Experience
MassMutual Financial Group August 2014 - Present
Kish Financial Solutions (Kish Bank) August 2014 - Present
Ten Point Crossbow Technologies February 2013 - Present
Cumberland Valley School District June 2007 - August 2014
Tuscarora Intermediate Unit 11 May 2007 - August 2007
Skills
Classroom Management, Curriculum Development, Instructional Design, Teaching, Teamwork, Technology, Communication Skills, Customer Relations, International Education, Problem Solving, Hunting, Sales, Archery, Public Speaking, Customer Service
Education
Drexel University 2009 — 2014
MS, Global and International Education
Shippensburg University of Pennsylvania 2003 — 2007
BS, Education
MassMutual Financial Group August 2014 - Present
Kish Financial Solutions (Kish Bank) August 2014 - Present
Ten Point Crossbow Technologies February 2013 - Present
Cumberland Valley School District June 2007 - August 2014
Tuscarora Intermediate Unit 11 May 2007 - August 2007
Skills
Classroom Management, Curriculum Development, Instructional Design, Teaching, Teamwork, Technology, Communication Skills, Customer Relations, International Education, Problem Solving, Hunting, Sales, Archery, Public Speaking, Customer Service
Education
Drexel University 2009 — 2014
MS, Global and International Education
Shippensburg University of Pennsylvania 2003 — 2007
BS, Education
Robert Birdsell Robert Birdsell's MassMutual Financial Group Experience 1976 - 1984
Job Managing Director at Executive Benefit Solutions
Industry Financial Services
Experience
Executive Benefit Solutions July 2015 - Present
Grahall Partners, LLC January 2012 - Present
Retirement Capital Group 2007 - January 2012
RCG June 2007 - June 2011
Clark Consulting January 1990 - June 2007
MassMutual Financial Group 1976 - 1984
Skills
Incentives, Deferred Compensation, Employee Benefits, Incentive Programs, Succession Planning, Executive Pay, Strategic Planning, 401k, Program Management, Leadership Development, Employee Relations, Executive Management, Executive Coaching, HRIS, Benefits Administration, Defined Benefit, Strategy, Human Resources, Personnel Management, Organizational...
Education
Drake University 1965 — 1966
Political Science and Government
Loras College 1960 — 1964
Bachelor of Science (BS), Business/Commerce, General
Executive Benefit Solutions July 2015 - Present
Grahall Partners, LLC January 2012 - Present
Retirement Capital Group 2007 - January 2012
RCG June 2007 - June 2011
Clark Consulting January 1990 - June 2007
MassMutual Financial Group 1976 - 1984
Skills
Incentives, Deferred Compensation, Employee Benefits, Incentive Programs, Succession Planning, Executive Pay, Strategic Planning, 401k, Program Management, Leadership Development, Employee Relations, Executive Management, Executive Coaching, HRIS, Benefits Administration, Defined Benefit, Strategy, Human Resources, Personnel Management, Organizational...
Education
Drake University 1965 — 1966
Political Science and Government
Loras College 1960 — 1964
Bachelor of Science (BS), Business/Commerce, General
Erich Otten Erich Otten's MassMutual Financial Group Experience January 2006 - April 2008
Job Retirement Plans Specialist / Wholesaler at Asperia Retirement Plan Solutions
Industry Financial Services
Experience
Asperia Retirement Plan Solutions June 2014 - Present
Mutual of Omaha December 2012 - June 2014
The Hartford April 2008 - December 2012
MassMutual Financial Group January 2006 - April 2008
Sentinel Mutual Funds December 2004 - January 2006
US Army July 1987 - July 1993
Skills
401K Sales & Service, DCIO Institutional..., FINRA Registered, Sales and Relationship..., Series 6, Series 63, Retirement Plan..., 401k, FINRA, Mutual Funds, Fixed Annuities, Financial Advisory, Retirement, Variable Annuities, Separately Managed..., Series 7, Asset Allocation, Retirement Planning, Investments
Education
Eastern Connecticut State University 1987 — 1993
Bachelor's degree, Economics
Asperia Retirement Plan Solutions June 2014 - Present
Mutual of Omaha December 2012 - June 2014
The Hartford April 2008 - December 2012
MassMutual Financial Group January 2006 - April 2008
Sentinel Mutual Funds December 2004 - January 2006
US Army July 1987 - July 1993
Skills
401K Sales & Service, DCIO Institutional..., FINRA Registered, Sales and Relationship..., Series 6, Series 63, Retirement Plan..., 401k, FINRA, Mutual Funds, Fixed Annuities, Financial Advisory, Retirement, Variable Annuities, Separately Managed..., Series 7, Asset Allocation, Retirement Planning, Investments
Education
Eastern Connecticut State University 1987 — 1993
Bachelor's degree, Economics
Kristen Lombardo Kristen Lombardo's MassMutual Financial Group Experience September 2004 - September 2006
Job Operations Manager at MetLife
Industry Insurance
Experience
MetLife September 2012 - Present
MetLife September 2010 - September 2012
MassMutual Financial Group September 2004 - September 2006
Skills
Insurance, Management, Business Analysis, Project Management
Education
Rensselaer Polytechnic Institute 2008 — 2010
Master's degree, Business Administration and Management, General, Master's degree
Eastern Connecticut State University 2000 — 2004
Bachelor's degree, Business Administration and Management, General, Bachelor's degree
MetLife September 2012 - Present
MetLife September 2010 - September 2012
MassMutual Financial Group September 2004 - September 2006
Skills
Insurance, Management, Business Analysis, Project Management
Education
Rensselaer Polytechnic Institute 2008 — 2010
Master's degree, Business Administration and Management, General, Master's degree
Eastern Connecticut State University 2000 — 2004
Bachelor's degree, Business Administration and Management, General, Bachelor's degree
Edwin Fladger Edwin Fladger's MassMutual Financial Group Experience October 2012 - January 2013
Job Aquatics Director at Hockomock Area YMCA
Industry Education Management
Experience
Hockomock Area YMCA November 2013 - Present
Bishop Feehan High School August 2013 - Present
Balise Motor Sales January 2013 - June 2013
MassMutual Financial Group October 2012 - January 2013
The Learning Community 2008 - 2012
Skills
Elementary Education, Smartboard, Differentiated..., Classroom Management, Charter Schools, Coaching, Lesson Planning, Curriculum Development, Cpr Certified, Program Development, Staff Development, Tutoring, Teaching
Education
Drexel University 2001 — 2004
Bachelor's degree, Elementary Education and Teaching
Immaculata High School
Hockomock Area YMCA November 2013 - Present
Bishop Feehan High School August 2013 - Present
Balise Motor Sales January 2013 - June 2013
MassMutual Financial Group October 2012 - January 2013
The Learning Community 2008 - 2012
Skills
Elementary Education, Smartboard, Differentiated..., Classroom Management, Charter Schools, Coaching, Lesson Planning, Curriculum Development, Cpr Certified, Program Development, Staff Development, Tutoring, Teaching
Education
Drexel University 2001 — 2004
Bachelor's degree, Elementary Education and Teaching
Immaculata High School
Denny R. McCarty Denny R. McCarty's MassMutual Financial Group Experience March 2015 - Present
Job Regional Director at Mass Mutual for Florida and Puerto Rico
Industry Financial Services
Experience
MassMutual Financial Group March 2015 - Present
Allstate Financial Life 2011 - January 2014
Allstate Financial Life 2005 - 2011
Allstate Financial Life 2004 - 2005
Allstate Financial Life 2002 - 2004
Allstate Financial Life 1997 - 2002
MetLife May 1991 - December 1995
Skills
Life Insurance, Insurance, Fixed Annuities, Term Life Insurance, Sales, Property & Casualty..., Leadership, Disability Insurance, Financial Services, Health Insurance
Education
Eckerd College
Bachelor's degree, Business Administration and Management, General
MassMutual Financial Group March 2015 - Present
Allstate Financial Life 2011 - January 2014
Allstate Financial Life 2005 - 2011
Allstate Financial Life 2004 - 2005
Allstate Financial Life 2002 - 2004
Allstate Financial Life 1997 - 2002
MetLife May 1991 - December 1995
Skills
Life Insurance, Insurance, Fixed Annuities, Term Life Insurance, Sales, Property & Casualty..., Leadership, Disability Insurance, Financial Services, Health Insurance
Education
Eckerd College
Bachelor's degree, Business Administration and Management, General
SHARIF J. SMALL, AFC® Retirement Tax Accountant's MassMutual Financial Group Experience January 2002 - January 2005
Job President/CEO at S.J.S. Financial Firm
Industry Financial Services
Experience
Serco July 2013 - Present
Financial Empowerment Movement, Inc March 2012 - Present
S.J.S. Financial Firm January 2005 - Present
Robert Half International January 2006 - October 2010
MassMutual Financial Group January 2002 - January 2005
Skills
Employee Benefits, Payroll, Health Insurance, Bookkeeping, Leadership, Strategic Financial..., Small Business, 401k, Tax, Financial Services, Succession Planning, Financial Planners, Managerial Finance, Accounting, Financial Analysis, QuickBooks, Insurance, Finance, Financial Statements, Investments, Retirement Planning, Retirement, General Ledger, Accounts Receivable, Financial Advisory, Accounts Payable, Tax Returns, Non-profits, Investment Strategies, Start-ups, Financial Reporting, Tax Preparation, Mutual Funds, Account Reconciliation, Wealth Management, GAAP, Asset Managment, Journal Entries, Business Planning, Disability Insurance, Life Insurance, Tax Accounting, Investment Advisory, Securities, Personal Finance, Wealth, Strategic Planning, Income Tax, Cash Flow, Internal Controls
Education
Towson University 2007 — 2010
Bachelor of Science, Accounting, Concentration Financial Planning
The Community College of Baltimore County 1998 — 2005
Associates of Arts Degree, Business Administration
Elizabeth City State University 1997 — 1998
Transferred, Business Administration
Serco July 2013 - Present
Financial Empowerment Movement, Inc March 2012 - Present
S.J.S. Financial Firm January 2005 - Present
Robert Half International January 2006 - October 2010
MassMutual Financial Group January 2002 - January 2005
Skills
Employee Benefits, Payroll, Health Insurance, Bookkeeping, Leadership, Strategic Financial..., Small Business, 401k, Tax, Financial Services, Succession Planning, Financial Planners, Managerial Finance, Accounting, Financial Analysis, QuickBooks, Insurance, Finance, Financial Statements, Investments, Retirement Planning, Retirement, General Ledger, Accounts Receivable, Financial Advisory, Accounts Payable, Tax Returns, Non-profits, Investment Strategies, Start-ups, Financial Reporting, Tax Preparation, Mutual Funds, Account Reconciliation, Wealth Management, GAAP, Asset Managment, Journal Entries, Business Planning, Disability Insurance, Life Insurance, Tax Accounting, Investment Advisory, Securities, Personal Finance, Wealth, Strategic Planning, Income Tax, Cash Flow, Internal Controls
Education
Towson University 2007 — 2010
Bachelor of Science, Accounting, Concentration Financial Planning
The Community College of Baltimore County 1998 — 2005
Associates of Arts Degree, Business Administration
Elizabeth City State University 1997 — 1998
Transferred, Business Administration
Jessie Doros (Harless) Jessie Doros (Harless)'s MassMutual Financial Group Experience March 2015 - Present
Job Pilot at Mass Mutual
Industry Insurance
Experience
MassMutual Financial Group March 2015 - Present
CareFusion May 2009 - March 2015
ExpressJet Airlines August 2007 - October 2008
Grey Eagle Flight Academy August 2006 - August 2007
Skills
Licensed Dispatcher, ATP, CFI, Flight Operations, Human Factors, Aviation, Flights, Commercial Aviation, Aircraft, Flight Planning, Flight Safety, Aerospace, Airports, Type Rating, Flight Training, Charter, Piloting, Airlines, Aeronautics, Aviation Security, Business Aviation, Crew Resource Management, General Aviation
Education
USC Viterbi 2012 — 2013
Aviation Safety & Security Certificate, Aviation Safety
Embry Riddle Aeronautical University-Worldwide
Lane Community College
MassMutual Financial Group March 2015 - Present
CareFusion May 2009 - March 2015
ExpressJet Airlines August 2007 - October 2008
Grey Eagle Flight Academy August 2006 - August 2007
Skills
Licensed Dispatcher, ATP, CFI, Flight Operations, Human Factors, Aviation, Flights, Commercial Aviation, Aircraft, Flight Planning, Flight Safety, Aerospace, Airports, Type Rating, Flight Training, Charter, Piloting, Airlines, Aeronautics, Aviation Security, Business Aviation, Crew Resource Management, General Aviation
Education
USC Viterbi 2012 — 2013
Aviation Safety & Security Certificate, Aviation Safety
Embry Riddle Aeronautical University-Worldwide
Lane Community College
Peter Gamble's MassMutual Financial Group Experience August 2015 - Present
Job Business Consultant MassMutual
Industry Financial Services
Experience
MassMutual Financial Group August 2015 - Present
Pratt & Whitney June 2012 - August 2015
Eastern Connecticut State University August 2011 - May 2012
Natchaug Hospital September 2011 - December 2011
Strawberry Park Campground May 2011 - August 2011
Skills
Public Speaking, Group Management, Music, PowerPoint, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Time Management, Social Networking, Access, Student Affairs, Visio, Community Outreach, Outlook, Social Media, Student Development, Analysis
Education
Eastern Connecticut State University 2008 — 2012
Bachelor of Science, Business Administration
Norwich Free Academy 2004 — 2008
MassMutual Financial Group August 2015 - Present
Pratt & Whitney June 2012 - August 2015
Eastern Connecticut State University August 2011 - May 2012
Natchaug Hospital September 2011 - December 2011
Strawberry Park Campground May 2011 - August 2011
Skills
Public Speaking, Group Management, Music, PowerPoint, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Time Management, Social Networking, Access, Student Affairs, Visio, Community Outreach, Outlook, Social Media, Student Development, Analysis
Education
Eastern Connecticut State University 2008 — 2012
Bachelor of Science, Business Administration
Norwich Free Academy 2004 — 2008
Jonathan Grande Jonathan Grande's MassMutual Financial Group Experience September 2002 - November 2007
Job Supply Chain Specialist at United Technologies
Industry Aviation & Aerospace
Experience
Pratt & Whitney November 2011 - Present
Hamilton Sundstrand March 2008 - November 2011
MassMutual Financial Group September 2002 - November 2007
Skills
Six Sigma, Process Improvement, Continuous Improvement, Analysis, Project Management, Statistics, Financial Analysis, Data Analysis, Aerospace, Lean Manufacturing, Inventory Management, Contract Negotiation, Budgets, Finance, Strategic Planning, Supply Chain Management, Risk Management, SAP, Project Planning, Supply Management, Operations Management, Cross-functional Team..., Program Management, Forecasting, DMAIC, Strategic Sourcing, Process Engineering, Value Stream Mapping, Root Cause Analysis, Kaizen, Manufacturing, Supply Chain, Business Process..., Leadership, Procurement, Materials Management, MRP, Product Development, 5S, Global Sourcing, MS Project, Manufacturing Operations, Supply Chain..., Supplier Development, Operational Excellence, Quality Management, Vendor Management, Kanban, Purchasing, Production Planning
Education
Regent University 2012 — 2013
Eastern Connecticut State University 1984 — 1988
Bachelor of Science (BS), Double Major: Business Administration & Economics
Eastern Connecticut State University 1984 — 1986
Associate's Degree
Pratt & Whitney November 2011 - Present
Hamilton Sundstrand March 2008 - November 2011
MassMutual Financial Group September 2002 - November 2007
Skills
Six Sigma, Process Improvement, Continuous Improvement, Analysis, Project Management, Statistics, Financial Analysis, Data Analysis, Aerospace, Lean Manufacturing, Inventory Management, Contract Negotiation, Budgets, Finance, Strategic Planning, Supply Chain Management, Risk Management, SAP, Project Planning, Supply Management, Operations Management, Cross-functional Team..., Program Management, Forecasting, DMAIC, Strategic Sourcing, Process Engineering, Value Stream Mapping, Root Cause Analysis, Kaizen, Manufacturing, Supply Chain, Business Process..., Leadership, Procurement, Materials Management, MRP, Product Development, 5S, Global Sourcing, MS Project, Manufacturing Operations, Supply Chain..., Supplier Development, Operational Excellence, Quality Management, Vendor Management, Kanban, Purchasing, Production Planning
Education
Regent University 2012 — 2013
Eastern Connecticut State University 1984 — 1988
Bachelor of Science (BS), Double Major: Business Administration & Economics
Eastern Connecticut State University 1984 — 1986
Associate's Degree
Shuhua Tai Shuhua Tai's MassMutual Financial Group Experience July 2012 - July 2013
Job Accounting Intern at Edmonds Community College
Industry Information Technology and Services
Experience
Chesterfield Homecare Services August 2013 - Present
MassMutual Financial Group July 2012 - July 2013
Edmonds Community College January 2011 - June 2012
Chesterfield Homecare Services October 2007 - February 2011
Japanese Digest Monthly Magazine October 1990 - January 2001
Skills
Translating Japanese..., Microsoft Office 2010, PowerPoint, Time Management, Payroll, Accounting, Research, Access, Windows 7, Spreadsheets, SharePoint, OS X, Microsoft Publisher, Telephone Skills, Computer Hardware, Troubleshooting, Office Management, Outlook, Microsoft Excel
Education
Edmonds Community College 2003 — 2012
Accounting, Accounting, advanced computer skills, quickbooks
The World of Journalism College in Taiwan. My major was Communication. . I chose Japanese as my seco 1978 — 1981
college Degree, Communication
Chesterfield Homecare Services August 2013 - Present
MassMutual Financial Group July 2012 - July 2013
Edmonds Community College January 2011 - June 2012
Chesterfield Homecare Services October 2007 - February 2011
Japanese Digest Monthly Magazine October 1990 - January 2001
Skills
Translating Japanese..., Microsoft Office 2010, PowerPoint, Time Management, Payroll, Accounting, Research, Access, Windows 7, Spreadsheets, SharePoint, OS X, Microsoft Publisher, Telephone Skills, Computer Hardware, Troubleshooting, Office Management, Outlook, Microsoft Excel
Education
Edmonds Community College 2003 — 2012
Accounting, Accounting, advanced computer skills, quickbooks
The World of Journalism College in Taiwan. My major was Communication. . I chose Japanese as my seco 1978 — 1981
college Degree, Communication
Imelda Koptonak Imelda Koptonak's MassMutual Financial Group Experience 1993 - 1999
Job .
Industry Aviation & Aerospace
Experience
CQ fluency February 2014 - Present
Connecticut Soaring Association March 2011 - Present
The College Network October 2005 - January 2014
Women's Chamber of Commerce 1999 - 2000
MassMutual Financial Group 1993 - 1999
Prudential Financial 1988 - 1993
Skills
Sales, Networking, Lead Generation, Strategic Partnerships, Social Networking, New Business Development, Sales Presentations, Customer Retention, Referrals, Target Marketing, Sales Management, Leadership, Marketing, Public Speaking, Adult Education, Strategic Planning, Marketing Strategy, Salesforce.com, Leadership Development, Small Business, Training, E-Learning, Employee Engagement, Employee Training
Education
Eckerd College
Bachelor's degree
Florida International University
CQ fluency February 2014 - Present
Connecticut Soaring Association March 2011 - Present
The College Network October 2005 - January 2014
Women's Chamber of Commerce 1999 - 2000
MassMutual Financial Group 1993 - 1999
Prudential Financial 1988 - 1993
Skills
Sales, Networking, Lead Generation, Strategic Partnerships, Social Networking, New Business Development, Sales Presentations, Customer Retention, Referrals, Target Marketing, Sales Management, Leadership, Marketing, Public Speaking, Adult Education, Strategic Planning, Marketing Strategy, Salesforce.com, Leadership Development, Small Business, Training, E-Learning, Employee Engagement, Employee Training
Education
Eckerd College
Bachelor's degree
Florida International University
Colette J. Sagar, ARPC Colette J. Sagar, ARPC's MassMutual Financial Group Experience January 2013 - March 2013
Job National Practice Leader at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services June 2014 - April 2015
MassMutual Financial Group January 2013 - March 2013
The Hartford November 2007 - January 2013
MFS Investment Management 2005 - 2007
MFS Investment Management January 2000 - January 2005
Putnam Investments January 1997 - January 2000
Putnam Investments January 1995 - January 1997
Skills
Retirement, Investments, Pensions, 401k, Budgets, Budgeting, Retirement Plan..., Asset Allocation, ERISA, Relationship Management, Sales, Management, Institutional..., Mutual Funds, Financial Services, Insurance, Strategy, Mergers & Acquisitions, Series 63, Series 6, Defined Contribution, Defined Benefit, Profit Sharing, Securities, Retirement Planning, Financial Advisory, Wealth Management
Education
East Carolina University
Bachelor of Science, Business Administration
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services June 2014 - April 2015
MassMutual Financial Group January 2013 - March 2013
The Hartford November 2007 - January 2013
MFS Investment Management 2005 - 2007
MFS Investment Management January 2000 - January 2005
Putnam Investments January 1997 - January 2000
Putnam Investments January 1995 - January 1997
Skills
Retirement, Investments, Pensions, 401k, Budgets, Budgeting, Retirement Plan..., Asset Allocation, ERISA, Relationship Management, Sales, Management, Institutional..., Mutual Funds, Financial Services, Insurance, Strategy, Mergers & Acquisitions, Series 63, Series 6, Defined Contribution, Defined Benefit, Profit Sharing, Securities, Retirement Planning, Financial Advisory, Wealth Management
Education
East Carolina University
Bachelor of Science, Business Administration
Tanner Briele Tanner Briele's MassMutual Financial Group Experience July 2011 - October 2012
Job Insurance Advisor
Industry Insurance
Experience
Self Employed Insurance Advisor September 2014 - Present
Marc Jessup Insurance October 2012 - September 2014
MassMutual Financial Group July 2011 - October 2012
Skills
Life Insurance, Health Insurance, Long Term Care Insurance, Disability Insurance, Whole Life, Insurance, Underwriting, Retirement Planning, Employee Benefits, Strategic Financial..., Estate Planning, Brokers
Education
The American College 2013 — 2015
CLU - Chartered Life Underwriter, Insurance & Financial Planning
Western Carolina University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
East Carolina University 2006 — 2008
General Studies
New Bern High School 2003 — 2006
Self Employed Insurance Advisor September 2014 - Present
Marc Jessup Insurance October 2012 - September 2014
MassMutual Financial Group July 2011 - October 2012
Skills
Life Insurance, Health Insurance, Long Term Care Insurance, Disability Insurance, Whole Life, Insurance, Underwriting, Retirement Planning, Employee Benefits, Strategic Financial..., Estate Planning, Brokers
Education
The American College 2013 — 2015
CLU - Chartered Life Underwriter, Insurance & Financial Planning
Western Carolina University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
East Carolina University 2006 — 2008
General Studies
New Bern High School 2003 — 2006
John Quinto, RHU®'s MassMutual Financial Group Experience November 1996 - July 2000
Job HR Manager at Hillcrest Educational Centers, Inc.
Industry Insurance
Experience
Hillcrest Educational Centers, Inc. September 2015 - Present
Credit Union of the Berkshires May 2012 - Present
Colt Insurance Agency July 2000 - September 2015
MassMutual Financial Group November 1996 - July 2000
Alamance Country Club August 1994 - November 1996
United States Marine Corps January 1987 - January 1992
Skills
Leadership, Business Development, Customer Service, Strategic Planning, Marketing, Employee Benefits, Project Management, Management, Human Resources
Education
Elon University - Martha and Spencer Love School of Business 1992 — 1995
Bachelor's Degree, Accounting
Berkshire Chamber Leadership Program 2004 — 2004
Organizational Leadership
Hillcrest Educational Centers, Inc. September 2015 - Present
Credit Union of the Berkshires May 2012 - Present
Colt Insurance Agency July 2000 - September 2015
MassMutual Financial Group November 1996 - July 2000
Alamance Country Club August 1994 - November 1996
United States Marine Corps January 1987 - January 1992
Skills
Leadership, Business Development, Customer Service, Strategic Planning, Marketing, Employee Benefits, Project Management, Management, Human Resources
Education
Elon University - Martha and Spencer Love School of Business 1992 — 1995
Bachelor's Degree, Accounting
Berkshire Chamber Leadership Program 2004 — 2004
Organizational Leadership
Arnold Davis Arnold Davis's MassMutual Financial Group Experience July 2014 - Present
Job Managing Associate at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2014 - Present
New York Life Insurance Company December 2011 - June 2014
New England Securities September 2007 - December 2011
New York Life Insurance Company September 2003 - September 2007
AD Strategic Communications September 1993 - September 2003
The Port Authority of New York and New Jersey September 1971 - September 1993
Skills
Annuities, Investments, Securities, Wealth Accumulation, Pensions, Sales Skills Training, Crisis Management, Investor Relations, Fixed Annuities, Estate Planning, Financial Planning, Life Insurance, Financial Services, Retirement, Finance, Sales, Long Term Care Insurance, Retirement Planning, Insurance, Selling Skills, Disability Insurance, Employee Benefits, Mutual Funds, Long-term Care, Term Life Insurance, Small Business
Education
American University 2003 — 2010
Finance
Saint John's University - Peter J. Tobin College of Business 1970 — 1973
MBA, Marketing
Eastern Michigan University 1965 — 1970
BBA, International Marketing
New York University
Crisis Management/Communications
MassMutual Financial Group July 2014 - Present
New York Life Insurance Company December 2011 - June 2014
New England Securities September 2007 - December 2011
New York Life Insurance Company September 2003 - September 2007
AD Strategic Communications September 1993 - September 2003
The Port Authority of New York and New Jersey September 1971 - September 1993
Skills
Annuities, Investments, Securities, Wealth Accumulation, Pensions, Sales Skills Training, Crisis Management, Investor Relations, Fixed Annuities, Estate Planning, Financial Planning, Life Insurance, Financial Services, Retirement, Finance, Sales, Long Term Care Insurance, Retirement Planning, Insurance, Selling Skills, Disability Insurance, Employee Benefits, Mutual Funds, Long-term Care, Term Life Insurance, Small Business
Education
American University 2003 — 2010
Finance
Saint John's University - Peter J. Tobin College of Business 1970 — 1973
MBA, Marketing
Eastern Michigan University 1965 — 1970
BBA, International Marketing
New York University
Crisis Management/Communications
Scott Fremer Scott Fremer's MassMutual Financial Group Experience April 1985 - January 1995
Job Consultant at Comperio Retirement Consulting
Industry Financial Services
Experience
Comperio Retirement Consulting January 2010 - Present
Schneider Downs Wealth Management Advisors August 2008 - October 2009
Principal Financial Group March 2005 - July 2008
Wachovia, A Wells Fargo Company February 2002 - January 2005
New York Life Retirement Services July 2000 - October 2001
Fidelity Institutional Retirement Services Co. January 1995 - June 2000
MassMutual Financial Group April 1985 - January 1995
Skills
Business Development, Due Diligence, Investment Advisory, Leadership, Retirement Plan..., Retirement Planning, 401k, Defined Benefit
Education
Duquesne University 1979 — 1982
BS, Business Administration
Comperio Retirement Consulting January 2010 - Present
Schneider Downs Wealth Management Advisors August 2008 - October 2009
Principal Financial Group March 2005 - July 2008
Wachovia, A Wells Fargo Company February 2002 - January 2005
New York Life Retirement Services July 2000 - October 2001
Fidelity Institutional Retirement Services Co. January 1995 - June 2000
MassMutual Financial Group April 1985 - January 1995
Skills
Business Development, Due Diligence, Investment Advisory, Leadership, Retirement Plan..., Retirement Planning, 401k, Defined Benefit
Education
Duquesne University 1979 — 1982
BS, Business Administration
Rachel Burnaford Rachel Burnaford's MassMutual Financial Group Experience May 2013 - August 2013
Job Sr Actuarial Analyst at The Hartford
Industry
Experience
The Hartford June 2014 - Present
MassMutual Financial Group May 2013 - August 2013
MassMutual Financial Group January 2013 - May 2013
MassMutual Financial Group May 2012 - August 2012
Johnston Community School District October 2011 - April 2012
Education
University of Connecticut 2012 — 2014
Drake University 2010 — 2012
Actuarial Science and Information Systems
The Hartford June 2014 - Present
MassMutual Financial Group May 2013 - August 2013
MassMutual Financial Group January 2013 - May 2013
MassMutual Financial Group May 2012 - August 2012
Johnston Community School District October 2011 - April 2012
Education
University of Connecticut 2012 — 2014
Drake University 2010 — 2012
Actuarial Science and Information Systems
Aaron Beverley Aaron Beverley's MassMutual Financial Group Experience October 2009 - March 2013
Job Financial Services Professional at National Life Group
Industry Financial Services
Experience
National Life Group April 2013 - Present
Medicare Resource Group October 2010 - Present
MassMutual Financial Group October 2009 - March 2013
Skills
Insurance, Disability Insurance, Retirement Planning, Long Term Care Insurance, Retirement, Fixed Annuities, Life Insurance, Permanent Life Insurance, Term Life Insurance, Indexed Universal Life..., Whole Life, Equity Indexed Annuities, Group Benefit Plans, Health Insurance, Small Business, Finance, Financial Planning, Financial Services, Investments
Education
State University of New York College at Buffalo 2007 — 2009
Bachelor, Business Administration, Financial Reporting and Analysis
Franklin D. Roosevelt High School 2004 — 2008
Dutchess Community College 2005 — 2007
Associate, Business Administration
National Life Group April 2013 - Present
Medicare Resource Group October 2010 - Present
MassMutual Financial Group October 2009 - March 2013
Skills
Insurance, Disability Insurance, Retirement Planning, Long Term Care Insurance, Retirement, Fixed Annuities, Life Insurance, Permanent Life Insurance, Term Life Insurance, Indexed Universal Life..., Whole Life, Equity Indexed Annuities, Group Benefit Plans, Health Insurance, Small Business, Finance, Financial Planning, Financial Services, Investments
Education
State University of New York College at Buffalo 2007 — 2009
Bachelor, Business Administration, Financial Reporting and Analysis
Franklin D. Roosevelt High School 2004 — 2008
Dutchess Community College 2005 — 2007
Associate, Business Administration
Daniel Blough Daniel Blough's MassMutual Financial Group Experience May 2009 - May 2010
Job Client Manager
Industry Insurance
Experience
Highmark Blue Cross Blue Shield April 2014 - Present
Automatic Data Processing Insurance Agency, Inc. November 2013 - April 2014
UPMC Health Plan May 2011 - July 2013
MassMutual Financial Group May 2009 - May 2010
Punxsutawney Area Hospital November 2009 - January 2010
Skills
Communication Skills, Marketing, Account Management, Strategy, Employee Benefits, Insurance, Competitive Analysis, Customer Service, Advertising, Selling, Business Planning, Customer Retention, Small Business, Sales, Sales Presentations, Customer Satisfaction, Training, Time Management, Sales Process, Marketing Communications, Health Insurance
Education
Duquesne University 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Highmark Blue Cross Blue Shield April 2014 - Present
Automatic Data Processing Insurance Agency, Inc. November 2013 - April 2014
UPMC Health Plan May 2011 - July 2013
MassMutual Financial Group May 2009 - May 2010
Punxsutawney Area Hospital November 2009 - January 2010
Skills
Communication Skills, Marketing, Account Management, Strategy, Employee Benefits, Insurance, Competitive Analysis, Customer Service, Advertising, Selling, Business Planning, Customer Retention, Small Business, Sales, Sales Presentations, Customer Satisfaction, Training, Time Management, Sales Process, Marketing Communications, Health Insurance
Education
Duquesne University 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Daniel Sargent, Jr. Daniel Sargent, Jr.'s MassMutual Financial Group Experience 2012 - 2013
Job NATIONAL SALES MANAGER 403b & 457 MARKETS
Industry Financial Services
Experience
Nationwide Financial August 2013 - June 2015
MassMutual Financial Group 2012 - 2013
Lincoln Financial Group October 2006 - March 2012
Vanguard June 2005 - October 2006
Vanguard February 2004 - June 2005
Trump Entertainment Resorts June 2002 - September 2003
Pittsburgh Penguins September 2000 - April 2002
Skills
Retirement Planning, Mutual Funds, Sales, Relationship Management, Investments, Insurance, Employee Benefits, Pensions, 401k, Defined Contribution, Marketing, Strategic Financial..., Defined Benefit, Business Development, Broker-Dealer, Benefits Administration, 457 Plans, 403 b, Financial Planning
Education
Duquesne University 2000 — 2004
Bachelor’s Degree, Finance, General
Williamstown High School 1993 — 1997
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Nationwide Financial August 2013 - June 2015
MassMutual Financial Group 2012 - 2013
Lincoln Financial Group October 2006 - March 2012
Vanguard June 2005 - October 2006
Vanguard February 2004 - June 2005
Trump Entertainment Resorts June 2002 - September 2003
Pittsburgh Penguins September 2000 - April 2002
Skills
Retirement Planning, Mutual Funds, Sales, Relationship Management, Investments, Insurance, Employee Benefits, Pensions, 401k, Defined Contribution, Marketing, Strategic Financial..., Defined Benefit, Business Development, Broker-Dealer, Benefits Administration, 457 Plans, 403 b, Financial Planning
Education
Duquesne University 2000 — 2004
Bachelor’s Degree, Finance, General
Williamstown High School 1993 — 1997
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Laura Levy Laura Levy's MassMutual Financial Group Experience September 2006 - June 2009
Job Internal Wholesaler at MetLife
Industry Insurance
Experience
MetLife June 2011 - Present
MassMutual Financial Group September 2006 - June 2009
Skills
Life Insurance, Series 63, Series 6, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Team Building
Education
Eastern Connecticut State University 2004 — 2006
Bachelor's degree, Social Work, 3.24
Manchester Community College 2000 — 2002
Associate's degree, General Studies
MetLife June 2011 - Present
MassMutual Financial Group September 2006 - June 2009
Skills
Life Insurance, Series 63, Series 6, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Team Building
Education
Eastern Connecticut State University 2004 — 2006
Bachelor's degree, Social Work, 3.24
Manchester Community College 2000 — 2002
Associate's degree, General Studies
Travis Matthews, QPFC Travis Matthews, QPFC's MassMutual Financial Group Experience January 2013 - Present
Job TPA Market Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford March 2012 - December 2012
The Hartford 2008 - 2012
The Hartford 2006 - 2008
Morgan Stanley 2005 - 2006
US Army 1997 - 2004
Skills
Qualified Retirement..., Sales, 401k, Cash Balance, Retirement Plan..., Retirement, Profit Sharing, Retirement Planning, Series 6, Series 63, Mutual Funds
Education
Eastern Connecticut State University 1998 — 2002
Bachelor of Science (BS)
Enrico Fermi High School 1993 — 1997
MassMutual Financial Group January 2013 - Present
The Hartford March 2012 - December 2012
The Hartford 2008 - 2012
The Hartford 2006 - 2008
Morgan Stanley 2005 - 2006
US Army 1997 - 2004
Skills
Qualified Retirement..., Sales, 401k, Cash Balance, Retirement Plan..., Retirement, Profit Sharing, Retirement Planning, Series 6, Series 63, Mutual Funds
Education
Eastern Connecticut State University 1998 — 2002
Bachelor of Science (BS)
Enrico Fermi High School 1993 — 1997
Patricia Heinrich Patricia Heinrich's MassMutual Financial Group Experience January 2013 - Present
Job Sr Project Manager at MassMutual Financial Group
Industry Internet
Experience
MassMutual Financial Group January 2013 - Present
The Hartford May 2009 - December 2012
Hartford Life January 2006 - April 2009
Hartford Life February 2000 - January 2006
ENTEX Information Services 1996 - 1999
Shawmut Bank/Fleet Bank May 1990 - October 1996
Skills
Project Planning, SDLC, PMO, Resource Management, Project Portfolio..., eBusiness, E-business, Integration, Vendor Management, Project Management, Testing, Leadership, PMP, IT Strategy, Enterprise Architecture, Management, Requirements Gathering, Visio, Business Requirements, Strategy, Software Project..., Business Process, Project Delivery, Business Process...
Education
Eastern Connecticut State University 1979 — 1983
B.S, Business
MassMutual Financial Group January 2013 - Present
The Hartford May 2009 - December 2012
Hartford Life January 2006 - April 2009
Hartford Life February 2000 - January 2006
ENTEX Information Services 1996 - 1999
Shawmut Bank/Fleet Bank May 1990 - October 1996
Skills
Project Planning, SDLC, PMO, Resource Management, Project Portfolio..., eBusiness, E-business, Integration, Vendor Management, Project Management, Testing, Leadership, PMP, IT Strategy, Enterprise Architecture, Management, Requirements Gathering, Visio, Business Requirements, Strategy, Software Project..., Business Process, Project Delivery, Business Process...
Education
Eastern Connecticut State University 1979 — 1983
B.S, Business
Les Ban Les Ban's MassMutual Financial Group Experience January 2001 - April 2001
Job Staff Accountant at Eagle Industries Inc
Industry Machinery
Experience
Eagle Industries Inc March 2015 - Present
Eleda Shop LLC December 2012 - August 2015
NLB Corporation December 2003 - August 2014
Manheim October 2001 - June 2003
MassMutual Financial Group January 2001 - April 2001
New York Life Insurance Company December 1999 - December 2000
American General Life and Accident April 1999 - December 1999
Vector Marketing May 1994 - July 1996
Skills
Microsoft Excel, Epicor, Syteline ERP, AS400 system, Accounts Receivable, Inventory Management, Accounts Payable, Microsoft Word, PowerPoint, Sales, Certified Microsoft..., Payroll, CRM, QuickBooks, Accounting, Financial Statements, Access
Education
Eastern Michigan University 2012 — 2017
Master of Science (MS), Accounting
Eastern Michigan University 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Hillsdale College 1993 — 1998
Bachelor of Science (B.S.), Marketing
Eagle Industries Inc March 2015 - Present
Eleda Shop LLC December 2012 - August 2015
NLB Corporation December 2003 - August 2014
Manheim October 2001 - June 2003
MassMutual Financial Group January 2001 - April 2001
New York Life Insurance Company December 1999 - December 2000
American General Life and Accident April 1999 - December 1999
Vector Marketing May 1994 - July 1996
Skills
Microsoft Excel, Epicor, Syteline ERP, AS400 system, Accounts Receivable, Inventory Management, Accounts Payable, Microsoft Word, PowerPoint, Sales, Certified Microsoft..., Payroll, CRM, QuickBooks, Accounting, Financial Statements, Access
Education
Eastern Michigan University 2012 — 2017
Master of Science (MS), Accounting
Eastern Michigan University 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Hillsdale College 1993 — 1998
Bachelor of Science (B.S.), Marketing
Emily Hughes Emily Hughes's MassMutual Financial Group Experience June 2002 - July 2004
Job Planner III at Spokane Tribe of Indians
Industry International Trade and Development
Experience
Spokane Tribe of Indians August 2012 - Present
Antithesis Research November 2011 - September 2012
AECOM January 2011 - February 2011
AECOM January 2010 - January 2011
KidsQuest Children's Museum February 2008 - December 2009
The Job Council September 2006 - July 2007
Habitat for Humanity International August 2005 - November 2005
MassMutual Financial Group June 2002 - July 2004
Skills
Community Development, Non-profits, Economic Development, Public Speaking, Leadership, Program Development, Strategic Communications, Fundraising, Volunteer Management, Editing, Grants, Budgets, Policy, Policy Analysis, Strategic Planning, Analysis, Marketing, Grant Writing, Community Outreach, International..., Proposal Writing, Management, Event Planning
Education
Eastern University 2004 — 2005
MS, International Economic Development
Nyack College 2000 — 2001
Communications
Lincoln Christian College 1997 — 2001
BA
Spokane Tribe of Indians August 2012 - Present
Antithesis Research November 2011 - September 2012
AECOM January 2011 - February 2011
AECOM January 2010 - January 2011
KidsQuest Children's Museum February 2008 - December 2009
The Job Council September 2006 - July 2007
Habitat for Humanity International August 2005 - November 2005
MassMutual Financial Group June 2002 - July 2004
Skills
Community Development, Non-profits, Economic Development, Public Speaking, Leadership, Program Development, Strategic Communications, Fundraising, Volunteer Management, Editing, Grants, Budgets, Policy, Policy Analysis, Strategic Planning, Analysis, Marketing, Grant Writing, Community Outreach, International..., Proposal Writing, Management, Event Planning
Education
Eastern University 2004 — 2005
MS, International Economic Development
Nyack College 2000 — 2001
Communications
Lincoln Christian College 1997 — 2001
BA
Don Carten Don Carten's MassMutual Financial Group Experience November 2011 - Present
Job Vice President at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group November 2011 - Present
MassMutual Financial Group June 2000 - December 2011
Travelers Life & Annuity 1997 - 2000
Source Consulting October 1996 - May 1997
Zackin Publications 1992 - 1996
Skills
Enterprise Architecture, Financial Services, SDLC, Vendor Management, Insurance, Change Management, Customer Experience, Customer Support, Analytics, Performance Metrics, IT Service Management, IT Management, IT Strategy, SOA, Lean IT, Requirements Gathering, Governance, Business Analysis, Business Requirements, Resource Management, Project Portfolio..., Visio, Data Warehousing, Business Process..., PMO, Business Process, Solution Architecture, Business Intelligence, Disaster Recovery
Education
Eastern Connecticut State University 1988 — 1992
Bachelor's Degree, Computer Science
MassMutual Financial Group November 2011 - Present
MassMutual Financial Group June 2000 - December 2011
Travelers Life & Annuity 1997 - 2000
Source Consulting October 1996 - May 1997
Zackin Publications 1992 - 1996
Skills
Enterprise Architecture, Financial Services, SDLC, Vendor Management, Insurance, Change Management, Customer Experience, Customer Support, Analytics, Performance Metrics, IT Service Management, IT Management, IT Strategy, SOA, Lean IT, Requirements Gathering, Governance, Business Analysis, Business Requirements, Resource Management, Project Portfolio..., Visio, Data Warehousing, Business Process..., PMO, Business Process, Solution Architecture, Business Intelligence, Disaster Recovery
Education
Eastern Connecticut State University 1988 — 1992
Bachelor's Degree, Computer Science
Seth Anderson's MassMutual Financial Group Experience June 2009 - June 2010
Job Strategic Account Manager Amazon Web Services at DLT Solutions
Industry Information Technology and Services
Experience
DLT Solutions March 2015 - Present
DLT Solutions, Inc June 2010 - March 2015
MassMutual Financial Group June 2009 - June 2010
El Diablo Tranquilo Hostel May 2008 - June 2009
T.S. Designs March 2008 - November 2008
Elon University 2006 - 2008
Skills
Creative Problem Solving, Sales, Business Networking, Solution Selling, Account Management, Cloud Computing, Sales Operations, Program Management, Entrepreneurship, Management, Start-ups, Sales Process, Enterprise Software, SaaS, Social Media Marketing, Salesforce.com, Lead Generation, Direct Sales, Cold Calling, CRM, Selling, Demand Generation, Sales Presentations, Strategy, Leadership, Professional Services, Strategic Partnerships, Business Development, Microsoft Office, Strategic Planning, New Business Development, Networking, Marketing, Channel Partners, Contract Negotiation, Marketing Strategy
Education
Elon University 2005 — 2009
Bachelor's Degree, Business Administration; Management
DLT Solutions March 2015 - Present
DLT Solutions, Inc June 2010 - March 2015
MassMutual Financial Group June 2009 - June 2010
El Diablo Tranquilo Hostel May 2008 - June 2009
T.S. Designs March 2008 - November 2008
Elon University 2006 - 2008
Skills
Creative Problem Solving, Sales, Business Networking, Solution Selling, Account Management, Cloud Computing, Sales Operations, Program Management, Entrepreneurship, Management, Start-ups, Sales Process, Enterprise Software, SaaS, Social Media Marketing, Salesforce.com, Lead Generation, Direct Sales, Cold Calling, CRM, Selling, Demand Generation, Sales Presentations, Strategy, Leadership, Professional Services, Strategic Partnerships, Business Development, Microsoft Office, Strategic Planning, New Business Development, Networking, Marketing, Channel Partners, Contract Negotiation, Marketing Strategy
Education
Elon University 2005 — 2009
Bachelor's Degree, Business Administration; Management
Paul Klaas Paul Klaas's MassMutual Financial Group Experience 2009 - January 2014
Job Residential & Commercial Wholesale Rate Mortgage Broker
Industry Real Estate
Experience
Pennsylvania Equity Mortgage, Inc July 2002 - Present
MassMutual Financial Group 2009 - January 2014
Skills
Loan Origination, Mortgage Lending, Loans, Real Estate, Refinance, FHA, First Time Home Buyers, Sellers, Credit, Sales, Negotiation, Finance, Banking, Mortgage Banking, Marketing, Investment Properties, Contract Negotiation, Customer Service, Small Business, Sales Management, Life Insurance, Financial Services, Insurance, Retirement Planning, Financial Planning, Management, Fixed Annuities, Residential Homes, Short Sales, Referrals, VA Loans, Foreclosures, Commercial Real Estate, Real Estate Transactions, Underwriting
Education
Edinboro University of Pennsylvania 1988 — 1992
BS/BA, Business Administration - Economic Forecasting, Finance, Marketing
North Catholic 1984 — 1988
General Business, General Business - Advanced Mathematics
Self Study
Contract Negotiation, Mortgage Money, Creative Financing, Licensing, Finance, Leasing, Etc.
Self Study
Mortgage Lending Loan Types/Purpose
Pennsylvania Equity Mortgage, Inc July 2002 - Present
MassMutual Financial Group 2009 - January 2014
Skills
Loan Origination, Mortgage Lending, Loans, Real Estate, Refinance, FHA, First Time Home Buyers, Sellers, Credit, Sales, Negotiation, Finance, Banking, Mortgage Banking, Marketing, Investment Properties, Contract Negotiation, Customer Service, Small Business, Sales Management, Life Insurance, Financial Services, Insurance, Retirement Planning, Financial Planning, Management, Fixed Annuities, Residential Homes, Short Sales, Referrals, VA Loans, Foreclosures, Commercial Real Estate, Real Estate Transactions, Underwriting
Education
Edinboro University of Pennsylvania 1988 — 1992
BS/BA, Business Administration - Economic Forecasting, Finance, Marketing
North Catholic 1984 — 1988
General Business, General Business - Advanced Mathematics
Self Study
Contract Negotiation, Mortgage Money, Creative Financing, Licensing, Finance, Leasing, Etc.
Self Study
Mortgage Lending Loan Types/Purpose
Emmanuel Thiveaud's MassMutual Financial Group Experience 2007 - 2008
Job Head of Government and Funder Solutions, Intellectual Property & Science at Thomson Reuters
Industry Information Services
Experience
Thomson Reuters May 2015 - Present
Thomson Reuters April 2013 - April 2015
Lincoln Financial Group September 2008 - April 2013
MassMutual Financial Group 2007 - 2008
Prudential Financial 2004 - 2007
Prudential Financial 2003 - 2004
Prudential Financial 2001 - 2003
Prudential Financial 1999 - 2001
Skills
Financial Services, Financial Analysis, Insurance, Financial Modeling, Mergers, Pensions, Valuation, Risk Management, Business Strategy, Competitive Analysis, Retirement, Strategic Leadership, cross, Marketing Research, Marketing Strategy, Divestitures, Relationship Management, Collaborative Problem..., Cost Efficiency, Team Leadership, Strategy, Management, Analysis, Strategic Planning, Leadership, Finance, Mergers & Acquisitions, Strategic Financial..., Portfolio Management, Strategic Partnerships, Start-ups, Cross-functional Team..., Analytics, Segmentation, Executive Management, Strategic Thinking, Due Diligence
Education
EHESS - Ecole des Hautes Etudes en Sciences Sociales
PhD, Economic History
Harvard University
Visiting Fellow, Department of Economics
Rutgers, The State University of New Jersey-New Brunswick
Visiting Scholar, Department of Economics
Université Paris I - Sorbonne
Master of Arts (M.A.), Economic History
Thomson Reuters May 2015 - Present
Thomson Reuters April 2013 - April 2015
Lincoln Financial Group September 2008 - April 2013
MassMutual Financial Group 2007 - 2008
Prudential Financial 2004 - 2007
Prudential Financial 2003 - 2004
Prudential Financial 2001 - 2003
Prudential Financial 1999 - 2001
Skills
Financial Services, Financial Analysis, Insurance, Financial Modeling, Mergers, Pensions, Valuation, Risk Management, Business Strategy, Competitive Analysis, Retirement, Strategic Leadership, cross, Marketing Research, Marketing Strategy, Divestitures, Relationship Management, Collaborative Problem..., Cost Efficiency, Team Leadership, Strategy, Management, Analysis, Strategic Planning, Leadership, Finance, Mergers & Acquisitions, Strategic Financial..., Portfolio Management, Strategic Partnerships, Start-ups, Cross-functional Team..., Analytics, Segmentation, Executive Management, Strategic Thinking, Due Diligence
Education
EHESS - Ecole des Hautes Etudes en Sciences Sociales
PhD, Economic History
Harvard University
Visiting Fellow, Department of Economics
Rutgers, The State University of New Jersey-New Brunswick
Visiting Scholar, Department of Economics
Université Paris I - Sorbonne
Master of Arts (M.A.), Economic History
Pashea (Wojcik) Benton Pashea (Wojcik) Benton's MassMutual Financial Group Experience February 2013 - Present
Job Marketing Consultant at MassMutual Financial Group
Industry Financial Services
Experience
TEDxSpringfield May 2013 - Present
MassMutual Financial Group February 2013 - Present
MassMutual Financial Group April 2010 - February 2013
MassMutual Financial Group April 2008 - March 2010
Pride Stores and Stations June 2007 - January 2008
Hartford Courant May 2005 - June 2007
Skills
Marketing Communications, Research, Email Marketing, Time Management, Social Media Marketing, Marketing, Product Marketing, Advertising, Direct Marketing, Marketing Strategy, Photography, Social Media, Online Advertising, Digital Marketing, Online Marketing, Social Networking, Newsletters, Integrated Marketing, CRM, Creative Direction
Education
Eastern Connecticut State University 2001 — 2005
B.A., Business Administration MKTG
Nichols College 2001 — 2002
BA, Business
TEDxSpringfield May 2013 - Present
MassMutual Financial Group February 2013 - Present
MassMutual Financial Group April 2010 - February 2013
MassMutual Financial Group April 2008 - March 2010
Pride Stores and Stations June 2007 - January 2008
Hartford Courant May 2005 - June 2007
Skills
Marketing Communications, Research, Email Marketing, Time Management, Social Media Marketing, Marketing, Product Marketing, Advertising, Direct Marketing, Marketing Strategy, Photography, Social Media, Online Advertising, Digital Marketing, Online Marketing, Social Networking, Newsletters, Integrated Marketing, CRM, Creative Direction
Education
Eastern Connecticut State University 2001 — 2005
B.A., Business Administration MKTG
Nichols College 2001 — 2002
BA, Business
Ewa R. Boardman Ewa R. Boardman's MassMutual Financial Group Experience April 2007 - December 2010
Job Talent Acquisition Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2010 - Present
MassMutual Financial Group April 2007 - December 2010
Northwestern Mutual Financial Network February 2005 - April 2007
Skills
Recruiting, Interviews, Onboarding, Marketing, College Recruiting, Coaching, Talent Acquisition, Training
Education
Nova Southeastern University 2009 — 2015
MBA in HRM
Eastern Connecticut State University 2000 — 2004
BA, Psychology
Fidelity Investments December 2010 - Present
MassMutual Financial Group April 2007 - December 2010
Northwestern Mutual Financial Network February 2005 - April 2007
Skills
Recruiting, Interviews, Onboarding, Marketing, College Recruiting, Coaching, Talent Acquisition, Training
Education
Nova Southeastern University 2009 — 2015
MBA in HRM
Eastern Connecticut State University 2000 — 2004
BA, Psychology
Sean Godwin Sean Godwin's MassMutual Financial Group Experience January 2007 - August 2013
Job Investment Advisor Representativer at Capitol Financial Solutions
Industry Financial Services
Experience
Capitol Financial Solutions August 2013 - Present
MassMutual Financial Group January 2007 - August 2013
The Piedmont Group 2000 - August 2013
Skills
Disability Insurance, Wealth Management, Life Insurance, Special Needs Trusts, Business Planning, Charitable Gift Planning, 401k, College Funding..., Estate Planning
Education
East Carolina University - College of Business
Business
Capitol Financial Solutions August 2013 - Present
MassMutual Financial Group January 2007 - August 2013
The Piedmont Group 2000 - August 2013
Skills
Disability Insurance, Wealth Management, Life Insurance, Special Needs Trusts, Business Planning, Charitable Gift Planning, 401k, College Funding..., Estate Planning
Education
East Carolina University - College of Business
Business
Roxann Dubicki Roxann Dubicki's MassMutual Financial Group Experience 2015 - Present
Job Sales Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group 2015 - Present
MassMutual Financial Group April 2013 - September 2015
ING Retirement Services April 1997 - August 2012
ING Retirement Services 2007 - 2010
ING Retirement Services 2000 - 2007
Skills
Problem Solving, Project Planning, Interpersonal Skill, Customer Focus, Microsoft Office, MS SharePoint Site..., Investments, Retirement Plan..., Retirement Planning, Management, Leadership, CRM, Qualified Retirement..., Variable Annuities, Fixed Annuities, FINRA, Sales Support Tools, Process Improvement, RFP, Sales Operations, Relationship Management, Marketing, Insurance, Financial Services, Sales
Education
Western New England University, MA, USA 1995 — 1996
Master of Business Administration (MBA), Business
Eastern Connecticut State University 1988 — 1992
Bachelor of Science (BS), Finance, General
MassMutual Financial Group 2015 - Present
MassMutual Financial Group April 2013 - September 2015
ING Retirement Services April 1997 - August 2012
ING Retirement Services 2007 - 2010
ING Retirement Services 2000 - 2007
Skills
Problem Solving, Project Planning, Interpersonal Skill, Customer Focus, Microsoft Office, MS SharePoint Site..., Investments, Retirement Plan..., Retirement Planning, Management, Leadership, CRM, Qualified Retirement..., Variable Annuities, Fixed Annuities, FINRA, Sales Support Tools, Process Improvement, RFP, Sales Operations, Relationship Management, Marketing, Insurance, Financial Services, Sales
Education
Western New England University, MA, USA 1995 — 1996
Master of Business Administration (MBA), Business
Eastern Connecticut State University 1988 — 1992
Bachelor of Science (BS), Finance, General
Drew Leisure's MassMutual Financial Group Experience October 2013 - September 2015
Job Financial Services Professional at Avenue Wealth
Industry Financial Services
Experience
Avenue Wealth September 2015 - Present
MassMutual Financial Group October 2013 - September 2015
XPO Logistics, Inc. February 2013 - October 2013
Skills
Sales, Leadership, Time Management, Customer Service, Insurance, Financial Services, Investments, Account Management, Critical Thinking, Teamwork, Marketing, People Skills, Retirement Planning, Customer Satisfaction, Analytical Skills, Data Analysis, New Business Development, Strategic Financial..., Life & Health Insurance..., Client Development, Financial Planning
Education
East Carolina University 2008 — 2012
Bachelor of Science in Business Administration (BSBA), Finance and Financial Management Services
The University of Queensland 2012 — 2012
Study Abroad Semester, International Business, Economics
Avenue Wealth September 2015 - Present
MassMutual Financial Group October 2013 - September 2015
XPO Logistics, Inc. February 2013 - October 2013
Skills
Sales, Leadership, Time Management, Customer Service, Insurance, Financial Services, Investments, Account Management, Critical Thinking, Teamwork, Marketing, People Skills, Retirement Planning, Customer Satisfaction, Analytical Skills, Data Analysis, New Business Development, Strategic Financial..., Life & Health Insurance..., Client Development, Financial Planning
Education
East Carolina University 2008 — 2012
Bachelor of Science in Business Administration (BSBA), Finance and Financial Management Services
The University of Queensland 2012 — 2012
Study Abroad Semester, International Business, Economics
Ellen Curtin Ellen Curtin's MassMutual Financial Group Experience September 1994 - May 2004
Job Sr. Business Solutions Analyst at Eversource Energy
Industry Utilities
Experience
Eversource Energy May 2008 - Present
The Hanover Insurance Group May 2004 - May 2008
MassMutual Financial Group September 1994 - May 2004
Skills
Visio, Requirements Gathering, Business Analysis, SDLC, Process Improvement, Business Process..., Business Process Design, Analysis, Requirements Analysis, Data Modeling, Systems Analysis, Data Analysis, Business Intelligence, Business Requirements, Software Documentation, Testing, Business Process, Requirements Management, CRM, Management, User Acceptance Testing, Data Warehousing, SharePoint, Project Management, System Testing, Cross-functional Team..., Leadership, Enterprise Software, MS Project
Education
Eastern Connecticut State University 1988 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
Eversource Energy May 2008 - Present
The Hanover Insurance Group May 2004 - May 2008
MassMutual Financial Group September 1994 - May 2004
Skills
Visio, Requirements Gathering, Business Analysis, SDLC, Process Improvement, Business Process..., Business Process Design, Analysis, Requirements Analysis, Data Modeling, Systems Analysis, Data Analysis, Business Intelligence, Business Requirements, Software Documentation, Testing, Business Process, Requirements Management, CRM, Management, User Acceptance Testing, Data Warehousing, SharePoint, Project Management, System Testing, Cross-functional Team..., Leadership, Enterprise Software, MS Project
Education
Eastern Connecticut State University 1988 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
Derek VanSolkema's MassMutual Financial Group Experience August 2008 - March 2012
Job Financial Adviser
Industry Wholesale
Experience
Advance Capital Management, Inc. April 2015 - Present
Securus Payments December 2013 - March 2015
Avion Energy September 2012 - March 2015
GameDay Fusion LLC May 2012 - March 2015
MassMutual Financial Group August 2008 - March 2012
Skills
Sales, New Business Development, Customer Service, Account Management, Retail, Leadership, Social Networking, Marketing, Facebook, Small Business, Cold Calling, Direct Sales, Marketing Strategy, Team Building, Sales Management, Negotiation, Financial Analysis, Pricing, Microsoft Excel
Education
Hope College 2006 — 2008
BA, Management
Eastern Michigan University 2003 — 2006
Marketing/Management
Advance Capital Management, Inc. April 2015 - Present
Securus Payments December 2013 - March 2015
Avion Energy September 2012 - March 2015
GameDay Fusion LLC May 2012 - March 2015
MassMutual Financial Group August 2008 - March 2012
Skills
Sales, New Business Development, Customer Service, Account Management, Retail, Leadership, Social Networking, Marketing, Facebook, Small Business, Cold Calling, Direct Sales, Marketing Strategy, Team Building, Sales Management, Negotiation, Financial Analysis, Pricing, Microsoft Excel
Education
Hope College 2006 — 2008
BA, Management
Eastern Michigan University 2003 — 2006
Marketing/Management
Joe Harban Joe Harban's MassMutual Financial Group Experience May 2011 - February 2013
Job Retirement Business Development Officer at PNC Institutional Asset Management
Industry Financial Services
Experience
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
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
James Lichlyter James Lichlyter's MassMutual Financial Group Experience August 2012 - Present
Job Director of Aviation Maintenance at MassMutual Financial Group
Industry Airlines/Aviation
Experience
MassMutual Financial Group August 2012 - Present
White Oak Consulting, LLC March 2009 - Present
Skills
Aviation, Aerospace, Aircraft, Aircraft Maintenance, Maintenance & Repair, Flights, Charter, Operations Management, Commercial Aviation, Management, Airlines, Military, Aeronautics, Airports, Program Management, Private Pilot, Human Factors, Flight Safety, Inspection, Piloting, Civil Aviation, Quality Assurance, Helicopters
Education
Embry-Riddle Aeronautical University 1989 — 1999
Associate in Science in Professional Aviation, Aviation
MassMutual Financial Group August 2012 - Present
White Oak Consulting, LLC March 2009 - Present
Skills
Aviation, Aerospace, Aircraft, Aircraft Maintenance, Maintenance & Repair, Flights, Charter, Operations Management, Commercial Aviation, Management, Airlines, Military, Aeronautics, Airports, Program Management, Private Pilot, Human Factors, Flight Safety, Inspection, Piloting, Civil Aviation, Quality Assurance, Helicopters
Education
Embry-Riddle Aeronautical University 1989 — 1999
Associate in Science in Professional Aviation, Aviation
Ted Newton Ted Newton's MassMutual Financial Group Experience January 1998 - Present
Job AVP Advertising Review
Industry Insurance
Experience
MassMutual Financial Group January 1998 - Present
NASD Advertising Regulation January 1988 - December 2007
Skills
Insurance, Investments, Compliance
Education
Duke University 1981 — 1984
BA, Political Science
Kingswood-Oxford 1975 — 1980
MassMutual Financial Group January 1998 - Present
NASD Advertising Regulation January 1988 - December 2007
Skills
Insurance, Investments, Compliance
Education
Duke University 1981 — 1984
BA, Political Science
Kingswood-Oxford 1975 — 1980
Antonio Lewis Antonio Lewis's MassMutual Financial Group Experience May 2001 - May 2003
Job Senior Associate at King & Spalding LLP
Industry Law Practice
Experience
King & Spalding LLP November 2009 - Present
Womble Carlyle Sandridge & Rice PLLC August 2006 - November 2009
MassMutual Financial Group May 2001 - May 2003
Skills
Patent Litigation, Commercial Litigation, Trial Practice, Litigation, Legal Research, Legal Writing, Civil Litigation, Appeals, Mediation, Intellectual Property, Arbitration, Courts, Westlaw, Trade Secrets, Securities Regulation, Trademark Infringement, Copyright Infringement, Class Actions, Business Litigation, Trials, Securities Litigation
Education
Wake Forest University School of Law 2003 — 2006
JD, Law
Duke University 1997 — 2001
BA, History, Political Science
Wilson High 1993 — 1997
High school diploma
King & Spalding LLP November 2009 - Present
Womble Carlyle Sandridge & Rice PLLC August 2006 - November 2009
MassMutual Financial Group May 2001 - May 2003
Skills
Patent Litigation, Commercial Litigation, Trial Practice, Litigation, Legal Research, Legal Writing, Civil Litigation, Appeals, Mediation, Intellectual Property, Arbitration, Courts, Westlaw, Trade Secrets, Securities Regulation, Trademark Infringement, Copyright Infringement, Class Actions, Business Litigation, Trials, Securities Litigation
Education
Wake Forest University School of Law 2003 — 2006
JD, Law
Duke University 1997 — 2001
BA, History, Political Science
Wilson High 1993 — 1997
High school diploma
Maureen Bonnar's MassMutual Financial Group Experience February 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
MassMutual Financial Group February 2010 - Present
GunnAllen Financial August 2005 - March 2009
Boston Financial Data Services January 1980 - August 2005
Bsoton Financial Data Services 1980 - 2005
Boston Financial 1980 - 2005
Education
Eastern Nazarene College 1999 — 2001
BS/BA, Business Management
MassMutual Financial Group February 2010 - Present
GunnAllen Financial August 2005 - March 2009
Boston Financial Data Services January 1980 - August 2005
Bsoton Financial Data Services 1980 - 2005
Boston Financial 1980 - 2005
Education
Eastern Nazarene College 1999 — 2001
BS/BA, Business Management
Stacy Sheard Stacy Sheard's MassMutual Financial Group Experience June 2014 - July 2015
Job Corporate Helicopter Captain
Industry Aviation & Aerospace
Experience
Jet Aviation July 2015 - Present
MassMutual Financial Group June 2014 - July 2015
Sikorsky Aircraft Corporation 2007 - June 2014
Elite Aviation LLC 2006 - 2007
Children's Hospital Los Angeles (CHLA) 2003 - 2005
Sundance Helicopters Inc January 2002 - September 2003
United States Army 1994 - 2001
National Security Agency 1990 - 1994
Skills
CFI, Aviation, Piloting, Helicopter Operations, Charter, Flight Test, Flight Training, Helicopters, Commercial Aviation, Logistics, Military, Maintenance & Repair, Training, Aircraft, Project Planning, Command, Airworthiness, Military Operations, Aircraft Maintenance, Aerospace, Flights, Flight Planning, Civil Aviation, Airlines, Airports, Management, Security Clearance, Flight Safety, Testing, General Aviation, Operational Planning, Aeronautics, Type Rating, Avionics, Security, Business Aviation, Crew Resource Management, ATP, Operations Management, Aviation Security, Program Management, Instrument Rating, Ground Instructor, Defense, Team Building
Education
Embry-Riddle Aeronautical University
Bachelors AND Masters of Science Degrees
FlightSafety International
U.S. Army Aviation Center
Jet Aviation July 2015 - Present
MassMutual Financial Group June 2014 - July 2015
Sikorsky Aircraft Corporation 2007 - June 2014
Elite Aviation LLC 2006 - 2007
Children's Hospital Los Angeles (CHLA) 2003 - 2005
Sundance Helicopters Inc January 2002 - September 2003
United States Army 1994 - 2001
National Security Agency 1990 - 1994
Skills
CFI, Aviation, Piloting, Helicopter Operations, Charter, Flight Test, Flight Training, Helicopters, Commercial Aviation, Logistics, Military, Maintenance & Repair, Training, Aircraft, Project Planning, Command, Airworthiness, Military Operations, Aircraft Maintenance, Aerospace, Flights, Flight Planning, Civil Aviation, Airlines, Airports, Management, Security Clearance, Flight Safety, Testing, General Aviation, Operational Planning, Aeronautics, Type Rating, Avionics, Security, Business Aviation, Crew Resource Management, ATP, Operations Management, Aviation Security, Program Management, Instrument Rating, Ground Instructor, Defense, Team Building
Education
Embry-Riddle Aeronautical University
Bachelors AND Masters of Science Degrees
FlightSafety International
U.S. Army Aviation Center
Todd P. Claypool, CLU, ChFC, LUTCF Todd P. Claypool, CLU, ChFC, LUTCF's MassMutual Financial Group Experience 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
MassMutual Financial Group 2008 - Present
New York Life Insurance Co. 2001 - 2008
Securities America 1997 - 2001
Lutheran Brotherhood 1992 - 1997
Financial Network 1987 - 1991
Skills
Disability Insurance, Long Term Care, Insurance
Education
Eastern Washington University 1982 — 1987
Professional Accounting
MassMutual Financial Group 2008 - Present
New York Life Insurance Co. 2001 - 2008
Securities America 1997 - 2001
Lutheran Brotherhood 1992 - 1997
Financial Network 1987 - 1991
Skills
Disability Insurance, Long Term Care, Insurance
Education
Eastern Washington University 1982 — 1987
Professional Accounting
Eric Zullo Eric Zullo's MassMutual Financial Group Experience September 2013 - June 2014
Job Inside Sales Representative at Systemware Inc.
Industry Information Technology and Services
Experience
Systemware Inc. March 2015 - Present
Carahsoft Technology Corp. July 2014 - February 2015
MassMutual Financial Group September 2013 - June 2014
United Bankshares, Inc December 2012 - August 2013
Washington Redskins July 2010 - August 2010
International Country Club June 2006 - September 2008
Skills
Cold Calling, Salesforce.com, Business Development, Sales Process, RainKing, HubSpot, Inside Sales, Vision, Solution Selling
Education
East Carolina University 2008 — 2012
BS. Applied Economics , Minor: Business Adminstration
Systemware Inc. March 2015 - Present
Carahsoft Technology Corp. July 2014 - February 2015
MassMutual Financial Group September 2013 - June 2014
United Bankshares, Inc December 2012 - August 2013
Washington Redskins July 2010 - August 2010
International Country Club June 2006 - September 2008
Skills
Cold Calling, Salesforce.com, Business Development, Sales Process, RainKing, HubSpot, Inside Sales, Vision, Solution Selling
Education
East Carolina University 2008 — 2012
BS. Applied Economics , Minor: Business Adminstration
Jordan Roman Jordan Roman's MassMutual Financial Group Experience May 2015 - Present
Job Intern at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2015 - Present
Skills
Finance, Life Insurance, Leadership, Public Speaking, Strategic Planning, Event Planning, Public Relations, Nonprofits, Investments, Retirement Planning
Education
Eastern Michigan University 2014 — 2016
Finance, Finance, General, 3.0
Schoolcraft College 2011 — 2014
Business Administration, Business and Personal/Financial Services Marketing Operations, 3.3
MassMutual Financial Group May 2015 - Present
Skills
Finance, Life Insurance, Leadership, Public Speaking, Strategic Planning, Event Planning, Public Relations, Nonprofits, Investments, Retirement Planning
Education
Eastern Michigan University 2014 — 2016
Finance, Finance, General, 3.0
Schoolcraft College 2011 — 2014
Business Administration, Business and Personal/Financial Services Marketing Operations, 3.3
Colleen Leeders Colleen Leeders's MassMutual Financial Group Experience February 1998 - February 2000
Job Program Manager, Volunteer Development and Chapter Programs at American Massage Therapy Association
Industry Nonprofit Organization Management
Experience
American Massage Therapy Association March 2013 - Present
American Massage Therapy Association May 2011 - March 2013
American Massage Therapy Association August 2010 - May 2011
American Massage Therapy Association September 2004 - August 2010
De La Salle Institute - Chicago, IL October 2002 - September 2004
Illinois Institute of Technology October 2001 - August 2002
Illinois Institute of Technology February 2000 - October 2001
MassMutual Financial Group February 1998 - February 2000
Adams Business Media October 1996 - February 1998
Skills
Non-profits, Fundraising, Event Planning, Volunteer Management, Community Outreach, Social Media, Editing, Public Relations, Event Management, Nonprofits, Strategic Communications, Newsletters, Marketing, Training, Leadership Development, Research, Leadership
Education
Illinois State University 1993 — 1996
Bachelor's degree, Public Relations, Business Administration
Elgin Community College 1992 — 1993
N/A, General Studies
American Massage Therapy Association March 2013 - Present
American Massage Therapy Association May 2011 - March 2013
American Massage Therapy Association August 2010 - May 2011
American Massage Therapy Association September 2004 - August 2010
De La Salle Institute - Chicago, IL October 2002 - September 2004
Illinois Institute of Technology October 2001 - August 2002
Illinois Institute of Technology February 2000 - October 2001
MassMutual Financial Group February 1998 - February 2000
Adams Business Media October 1996 - February 1998
Skills
Non-profits, Fundraising, Event Planning, Volunteer Management, Community Outreach, Social Media, Editing, Public Relations, Event Management, Nonprofits, Strategic Communications, Newsletters, Marketing, Training, Leadership Development, Research, Leadership
Education
Illinois State University 1993 — 1996
Bachelor's degree, Public Relations, Business Administration
Elgin Community College 1992 — 1993
N/A, General Studies
Robin Traxler Robin Traxler's MassMutual Financial Group Experience May 2009 - April 2010
Job Vice President of Regulatory Affairs and Associate General Counsel at Financial Services Institute
Industry Financial Services
Experience
Financial Services Institute April 2015 - Present
Financial Services Institute June 2013 - Present
Financial Industry Regulatory Authority April 2012 - May 2013
FINRA May 2010 - April 2012
MassMutual Financial Group May 2009 - April 2010
Thrivent Financial September 2004 - August 2008
Target 2000 - 2002
Skills
Securities, AML, FINRA, Securities Regulation, Series 7, Investments, Legal Research, Series 24, Investment Advisory..., Broker-Dealer Compliance, Broker-Dealer, Life Insurance, Investment Advisers Act, General Securities..., Securities Exchange Act..., Financial Services, Fraud Detection, Certified Fraud Examiner, Corporate Governance, Corporate Law, Anti Money Laundering
Education
William Mitchell College of Law 1999 — 2002
J.D., Law
Eckerd College 1995 — 1998
B.A., Political Science
Mahtomedi High School
Financial Services Institute April 2015 - Present
Financial Services Institute June 2013 - Present
Financial Industry Regulatory Authority April 2012 - May 2013
FINRA May 2010 - April 2012
MassMutual Financial Group May 2009 - April 2010
Thrivent Financial September 2004 - August 2008
Target 2000 - 2002
Skills
Securities, AML, FINRA, Securities Regulation, Series 7, Investments, Legal Research, Series 24, Investment Advisory..., Broker-Dealer Compliance, Broker-Dealer, Life Insurance, Investment Advisers Act, General Securities..., Securities Exchange Act..., Financial Services, Fraud Detection, Certified Fraud Examiner, Corporate Governance, Corporate Law, Anti Money Laundering
Education
William Mitchell College of Law 1999 — 2002
J.D., Law
Eckerd College 1995 — 1998
B.A., Political Science
Mahtomedi High School
Nick Muscio Nick Muscio's MassMutual Financial Group Experience July 2012 - Present
Job Brokerage Sales Manager at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group July 2012 - Present
Trenton Thunder Baseball Club, AA Affiliate of the New York Yankees May 2011 - September 2011
Skills
Life Insurance, Insurance, Long Term Care Insurance, Sales, Teamwork, Cold Calling, Microsoft Office, Customer Service, Public Speaking, Microsoft Excel, PowerPoint, Marketing, Ticket Sales, Marketing Strategy, Email Marketing, Disability Insurance, Sports Management, Event Management
Education
East Stroudsburg University of Pennsylvania
Bachelor of Science (BS), Sport and Fitness Administration/Management
Spotswood High School 2004 — 2007
MassMutual Financial Group July 2012 - Present
Trenton Thunder Baseball Club, AA Affiliate of the New York Yankees May 2011 - September 2011
Skills
Life Insurance, Insurance, Long Term Care Insurance, Sales, Teamwork, Cold Calling, Microsoft Office, Customer Service, Public Speaking, Microsoft Excel, PowerPoint, Marketing, Ticket Sales, Marketing Strategy, Email Marketing, Disability Insurance, Sports Management, Event Management
Education
East Stroudsburg University of Pennsylvania
Bachelor of Science (BS), Sport and Fitness Administration/Management
Spotswood High School 2004 — 2007
Ryan Kropp Ryan Kropp's MassMutual Financial Group Experience
Job Intern at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group
Skills
Sales, Leadership, Finance
Education
Edgewood College 2012 — 2016
Business and Personal/Financial Services Marketing Operations
MassMutual Financial Group
Skills
Sales, Leadership, Finance
Education
Edgewood College 2012 — 2016
Business and Personal/Financial Services Marketing Operations
Alejandro Espitia Alejandro Espitia's MassMutual Financial Group Experience June 2013 - July 2013
Job J.D. Graduate University of Pennsylvania Law School, Class of 2015
Industry Law Practice
Experience
Clifford Chance LLP August 2015 - Present
prietocarrizosa July 2014 - August 2014
Cozen O'Connor May 2014 - July 2014
MassMutual Financial Group June 2013 - July 2013
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2013 - June 2013
North Carolina General Assembly May 2012 - August 2012
Student U June 2011 - April 2012
Beattie Law Firm, PLLC March 2011 - March 2012
Skills
International..., Latin America, Mediation, Legal Research, Legal Writing, Spanish, Italian, Portuguese, Immigration Law, Intercultural..., Public Policy, Public Speaking, Microsoft Office, Community Outreach, Westlaw, Event Planning, Teaching, Corporate Law, PowerPoint
Education
University of Pennsylvania Law School 2012 — 2015
Juris Doctor (J.D.), Law
University of Pennsylvania - The Wharton School 2014 — 2014
Certificate in Management, Accounting and Business/Management
Duke University 2011 — 2012
Visiting Student, Political Science and Government
North Carolina Central University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government, summa cum laude
Scuola Italiana Leonardo da Vinci 1993 — 2008
High School Diploma, High School/Secondary Diplomas and Certificates
Clifford Chance LLP August 2015 - Present
prietocarrizosa July 2014 - August 2014
Cozen O'Connor May 2014 - July 2014
MassMutual Financial Group June 2013 - July 2013
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2013 - June 2013
North Carolina General Assembly May 2012 - August 2012
Student U June 2011 - April 2012
Beattie Law Firm, PLLC March 2011 - March 2012
Skills
International..., Latin America, Mediation, Legal Research, Legal Writing, Spanish, Italian, Portuguese, Immigration Law, Intercultural..., Public Policy, Public Speaking, Microsoft Office, Community Outreach, Westlaw, Event Planning, Teaching, Corporate Law, PowerPoint
Education
University of Pennsylvania Law School 2012 — 2015
Juris Doctor (J.D.), Law
University of Pennsylvania - The Wharton School 2014 — 2014
Certificate in Management, Accounting and Business/Management
Duke University 2011 — 2012
Visiting Student, Political Science and Government
North Carolina Central University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government, summa cum laude
Scuola Italiana Leonardo da Vinci 1993 — 2008
High School Diploma, High School/Secondary Diplomas and Certificates
Michael S. Madden Michael S. Madden's MassMutual Financial Group Experience June 2001 - Present
Job Certified Financial Planner at Sterling Wealth Management Group
Industry Financial Services
Experience
Sterling Wealth Management February 2008 - Present
MassMutual Financial Group June 2001 - Present
Sterling Monroe Securities, LLC January 2002 - January 2003
Skills
Retirement, Wealth Transfer, Financial Planning, Investments, Insurance, Disability Insurance, Long Term Care, Asset Management, Group Benefits, Long-term Care, Financial Services, Life Insurance, Wealth Management, Retirement Planning, Finance, Fixed Annuities, Strategic Financial..., Employee Benefits, Financial Advisory, Investment Advisory, Series 7, Wealth, Financial Planners, Estate Planning, Asset Managment, 401k, Wealth Management..., Securities, Asset Allocation, Series 63, Mutual Funds, Investment Strategies, FINRA, Alternative Investments, IRAs, ETFs
Education
East Carolina University 1997 — 2001
Sterling Wealth Management February 2008 - Present
MassMutual Financial Group June 2001 - Present
Sterling Monroe Securities, LLC January 2002 - January 2003
Skills
Retirement, Wealth Transfer, Financial Planning, Investments, Insurance, Disability Insurance, Long Term Care, Asset Management, Group Benefits, Long-term Care, Financial Services, Life Insurance, Wealth Management, Retirement Planning, Finance, Fixed Annuities, Strategic Financial..., Employee Benefits, Financial Advisory, Investment Advisory, Series 7, Wealth, Financial Planners, Estate Planning, Asset Managment, 401k, Wealth Management..., Securities, Asset Allocation, Series 63, Mutual Funds, Investment Strategies, FINRA, Alternative Investments, IRAs, ETFs
Education
East Carolina University 1997 — 2001
Raji Corey Raji Corey's MassMutual Financial Group Experience October 2014 - Present
Job Financial Services Professional Register Representative at Financial Design Associates
Industry Financial Services
Experience
MassMutual Financial Group October 2014 - Present
Give Cite, Inc March 2013 - June 2015
Corey Enterprises Lawn & Landscape, Inc. February 2012 - October 2014
New Way Christian Fellowship October 2006 - January 2013
Volusia County Sheriff's Office September 2011 - November 2011
Skills
Financial Planning, Estate Planning, Life Insurance, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Risk Assessment, Proposal Writing, Customer Service, Strategy, Marketing, Management, Sales, Business Development, Private Pilot, Marketing Strategy, Business Strategy, Critical Thinking, Leadership, Communication, Microsoft Office, Public Speaking
Education
Embry-Riddle Aeronautical University 2007 — 2011
Bachelor of Science, Homeland Security, 3.25
Calvary Christian Academy
MassMutual Financial Group October 2014 - Present
Give Cite, Inc March 2013 - June 2015
Corey Enterprises Lawn & Landscape, Inc. February 2012 - October 2014
New Way Christian Fellowship October 2006 - January 2013
Volusia County Sheriff's Office September 2011 - November 2011
Skills
Financial Planning, Estate Planning, Life Insurance, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Risk Assessment, Proposal Writing, Customer Service, Strategy, Marketing, Management, Sales, Business Development, Private Pilot, Marketing Strategy, Business Strategy, Critical Thinking, Leadership, Communication, Microsoft Office, Public Speaking
Education
Embry-Riddle Aeronautical University 2007 — 2011
Bachelor of Science, Homeland Security, 3.25
Calvary Christian Academy
Alexander Tharp Alexander Tharp's MassMutual Financial Group Experience July 2014 - Present
Job HRIS Consultant
Industry Human Resources
Experience
MassMutual Financial Group July 2014 - Present
Campbell Soup Company April 2013 - May 2014
The Exhibit Source March 2012 - September 2012
Softmart March 2011 - September 2011
Skills
Management, Budgets, Project Management, Human Resources, Microsoft Excel, Process Improvement, Data Analysis, HRIS, Business Development
Education
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Science (B.S.), Business Administration: Finance and Economics
New Canaan High School 2004 — 2009
Drexel University
Bachelor's degree, Finance and Economics
MassMutual Financial Group July 2014 - Present
Campbell Soup Company April 2013 - May 2014
The Exhibit Source March 2012 - September 2012
Softmart March 2011 - September 2011
Skills
Management, Budgets, Project Management, Human Resources, Microsoft Excel, Process Improvement, Data Analysis, HRIS, Business Development
Education
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Science (B.S.), Business Administration: Finance and Economics
New Canaan High School 2004 — 2009
Drexel University
Bachelor's degree, Finance and Economics
Chang Sun Chang Sun's MassMutual Financial Group Experience July 2010 - September 2010
Job Passed all 3 CFA exams | MSF in Syracuse University | Financial Modeling | Looking for Financial Analyst Position
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - September 2015
Syracuse University August 2014 - May 2015
CFA Institute November 2013 - April 2014
China Merchants Bank June 2013 - August 2013
MassMutual Financial Group July 2010 - September 2010
Skills
Microsoft Excel, Mutual Funds, Team Leadership, VBA, Financial Modeling, Bloomberg, Equity Valuation, SPSS, EViews, R
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2015
Master's degree, Finance, General, 3.83/4.00
East China Normal University 2009 — 2013
Bachelor's Degree, Finance, General
Wells Fargo Advisors July 2015 - September 2015
Syracuse University August 2014 - May 2015
CFA Institute November 2013 - April 2014
China Merchants Bank June 2013 - August 2013
MassMutual Financial Group July 2010 - September 2010
Skills
Microsoft Excel, Mutual Funds, Team Leadership, VBA, Financial Modeling, Bloomberg, Equity Valuation, SPSS, EViews, R
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2015
Master's degree, Finance, General, 3.83/4.00
East China Normal University 2009 — 2013
Bachelor's Degree, Finance, General
Thomas (T.J.) Zeller Thomas (T.J.) Zeller's MassMutual Financial Group Experience October 2004 - May 2010
Job Managing Director at Pacer Financial
Industry Financial Services
Experience
Pacer Financial June 2011 - Present
DLT Solutions May 2010 - June 2011
MassMutual Financial Group October 2004 - May 2010
Skills
ETFs, Fixed Annuities, Asset Allocation, Investment Management, Series 7, Series 63, Series 65, Technical Analysis, Financial Advisory, Retirement Planning
Education
Elon University 2000 — 2004
Bachelor's of Science, Business Administration - Finance, Minor Mathematics
Pacer Financial June 2011 - Present
DLT Solutions May 2010 - June 2011
MassMutual Financial Group October 2004 - May 2010
Skills
ETFs, Fixed Annuities, Asset Allocation, Investment Management, Series 7, Series 63, Series 65, Technical Analysis, Financial Advisory, Retirement Planning
Education
Elon University 2000 — 2004
Bachelor's of Science, Business Administration - Finance, Minor Mathematics
Nhi Diep Nhi Diep's MassMutual Financial Group Experience June 2012 - August 2012
Job Intern MPI Commercial Finance at Mylan
Industry Financial Services
Experience
Mylan May 2015 - Present
Seattle Housing Authority November 2013 - May 2014
Seattle Housing Authority July 2013 - November 2013
Seattle University May 2012 - June 2013
MassMutual Financial Group June 2012 - August 2012
Seattle University January 2012 - June 2012
Juvenile Diabetes Research Foundation December 2011 - March 2012
African Chamber of Commerce of the Pacific Northwest November 2011 - January 2012
Edmonds Community College January 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Research, Data Analysis, Financial Analysis, Access, Public Speaking, Outlook, Customer Service, Teamwork, Analysis, Event Planning, Project Planning, Leadership, Microsoft Excel
Education
West Virginia University 2014 — 2016
Master of Business Administration (MBA) and Master of Science in Finance (MSF), Emphasis on Energy Finance, GPA: 4.00
Seattle University 2011 — 2013
Bachelor of Arts (BA), Corporate and Investment Finance, GPA: 3.93
Edmonds Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General, GPA: 3.96
Chartered Financial Analyst (CFA) Program
Mylan May 2015 - Present
Seattle Housing Authority November 2013 - May 2014
Seattle Housing Authority July 2013 - November 2013
Seattle University May 2012 - June 2013
MassMutual Financial Group June 2012 - August 2012
Seattle University January 2012 - June 2012
Juvenile Diabetes Research Foundation December 2011 - March 2012
African Chamber of Commerce of the Pacific Northwest November 2011 - January 2012
Edmonds Community College January 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Research, Data Analysis, Financial Analysis, Access, Public Speaking, Outlook, Customer Service, Teamwork, Analysis, Event Planning, Project Planning, Leadership, Microsoft Excel
Education
West Virginia University 2014 — 2016
Master of Business Administration (MBA) and Master of Science in Finance (MSF), Emphasis on Energy Finance, GPA: 4.00
Seattle University 2011 — 2013
Bachelor of Arts (BA), Corporate and Investment Finance, GPA: 3.93
Edmonds Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General, GPA: 3.96
Chartered Financial Analyst (CFA) Program
Zakiyyah Wiley Zakiyyah Wiley's MassMutual Financial Group Experience March 2013 - January 2014
Job College Financial Aid Advisor & Vice President at EJS Financial Services, LLC
Industry Financial Services
Experience
EJS Financial Services, LLC May 2012 - Present
MassMutual Financial Group March 2013 - January 2014
Farmers Insurance 2012 - 2013
Skills
College Education..., Retirement Planning, Savings, Strategic Financial..., Marketing, Insurance, business de, Sales, Management, Business Development, Life Insurance, Workers Compensation, Marketing Strategy, Consulting, Umbrella Insurance, Commercial Insurance, Term Life Insurance, Mortgage Protection, Property & Casualty..., Financial Planning
Education
Drew University 2008 — 2012
Bachelor of Arts (BA), Sociology, Business, Spanish
Center for Cross-Cultural Studies 2011 — 2011
Spanish Language and Literature
University Academy Charter High School 2004 — 2008
University Academy Charter High School 2004 — 2008
High School Diploma
EJS Financial Services, LLC May 2012 - Present
MassMutual Financial Group March 2013 - January 2014
Farmers Insurance 2012 - 2013
Skills
College Education..., Retirement Planning, Savings, Strategic Financial..., Marketing, Insurance, business de, Sales, Management, Business Development, Life Insurance, Workers Compensation, Marketing Strategy, Consulting, Umbrella Insurance, Commercial Insurance, Term Life Insurance, Mortgage Protection, Property & Casualty..., Financial Planning
Education
Drew University 2008 — 2012
Bachelor of Arts (BA), Sociology, Business, Spanish
Center for Cross-Cultural Studies 2011 — 2011
Spanish Language and Literature
University Academy Charter High School 2004 — 2008
University Academy Charter High School 2004 — 2008
High School Diploma
Lisa Belgrove Lisa Belgrove's MassMutual Financial Group Experience July 2014 - Present
Job Marketing Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2014 - Present
Prudential Retirement September 2012 - July 2014
The Forum Group October 2011 - September 2012
Prudential Retirement June 2003 - July 2011
Prudential Retirement March 2002 - June 2003
Participant Center January 1998 - March 2002
Participant Center January 1997 - January 1998
Skills
Leadership, Internal Communications, Strategy, Management, Marketing, CRM, Fundraising, Quality Assurance, Call Centers, Sales, Performance Management, Defined Benefit, Process Improvement, Financial Services, Recruiting, Operations Management, Forecasting, Insurance, Sales Process, Retirement, Customer Service
Education
Eastern Connecticut State University 1988 — 1992
Bachelors, English and Spanish
Eastern Connecticut State University
B.A, English and Spanish
MassMutual Financial Group July 2014 - Present
Prudential Retirement September 2012 - July 2014
The Forum Group October 2011 - September 2012
Prudential Retirement June 2003 - July 2011
Prudential Retirement March 2002 - June 2003
Participant Center January 1998 - March 2002
Participant Center January 1997 - January 1998
Skills
Leadership, Internal Communications, Strategy, Management, Marketing, CRM, Fundraising, Quality Assurance, Call Centers, Sales, Performance Management, Defined Benefit, Process Improvement, Financial Services, Recruiting, Operations Management, Forecasting, Insurance, Sales Process, Retirement, Customer Service
Education
Eastern Connecticut State University 1988 — 1992
Bachelors, English and Spanish
Eastern Connecticut State University
B.A, English and Spanish
Jeffrey Macphee Jeffrey Macphee's MassMutual Financial Group Experience November 2014 - Present
Job Expert Technician at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 2014 - Present
MassMutual Financial Group October 2012 - November 2014
Tenneco January 2006 - October 2012
Skills
Aviation, Martial Arts, Aerospace, Aircraft, Quality Assurance, Continuous Improvement, Helicopters, Military
Education
Eastern New Mexico University-Roswell Campus 2011 — 2013
Associate's degree, Avionics Maintenance Technology/Technician
East Coast Aero Tech 1997 — 1998
Avionics Maintenance Technology/Technician
MassMutual Financial Group November 2014 - Present
MassMutual Financial Group October 2012 - November 2014
Tenneco January 2006 - October 2012
Skills
Aviation, Martial Arts, Aerospace, Aircraft, Quality Assurance, Continuous Improvement, Helicopters, Military
Education
Eastern New Mexico University-Roswell Campus 2011 — 2013
Associate's degree, Avionics Maintenance Technology/Technician
East Coast Aero Tech 1997 — 1998
Avionics Maintenance Technology/Technician
Alice You's MassMutual Financial Group Experience June 2013 - August 2013
Job Accountant at Thales
Industry Financial Services
Experience
Thales September 2015 - Present
Procter & Gamble May 2014 - August 2014
MassMutual Financial Group June 2013 - August 2013
Duke University Fuqua School of Business January 2012 - January 2013
Duke University September 2012 - December 2012
Population Connection May 2012 - August 2012
Duke Annual Fund January 2012 - April 2012
Hangzhou Pavilion at Shanghai Expo 2010 July 2010 - July 2010
Skills
Microsoft Excel, Data Analysis, PowerPoint, Research, Written & Verbal..., Databases, Organization, Communication, Public Speaking, Microsoft Office, Stata, Economics, Microsoft Word, Event Planning, Mandarin, Chinese, Team Leadership, Social Media, Teamwork, Customer Service, Leadership, Time Management, Strategy
Education
Duke University 2011 — 2015
Bachelor of Science (BS), Economics
Richmond Hill High School 2007 — 2011
Ontario Secondary School Diploma
University of Toronto 2010 — 2010
Youth Summer Program, International Law and Legal Studies
The Royal Conservatory of Music
ARCT Performer's Diplomas, Flute, Piano
Thales September 2015 - Present
Procter & Gamble May 2014 - August 2014
MassMutual Financial Group June 2013 - August 2013
Duke University Fuqua School of Business January 2012 - January 2013
Duke University September 2012 - December 2012
Population Connection May 2012 - August 2012
Duke Annual Fund January 2012 - April 2012
Hangzhou Pavilion at Shanghai Expo 2010 July 2010 - July 2010
Skills
Microsoft Excel, Data Analysis, PowerPoint, Research, Written & Verbal..., Databases, Organization, Communication, Public Speaking, Microsoft Office, Stata, Economics, Microsoft Word, Event Planning, Mandarin, Chinese, Team Leadership, Social Media, Teamwork, Customer Service, Leadership, Time Management, Strategy
Education
Duke University 2011 — 2015
Bachelor of Science (BS), Economics
Richmond Hill High School 2007 — 2011
Ontario Secondary School Diploma
University of Toronto 2010 — 2010
Youth Summer Program, International Law and Legal Studies
The Royal Conservatory of Music
ARCT Performer's Diplomas, Flute, Piano
Bradley Winter Bradley Winter's MassMutual Financial Group Experience May 2013 - August 2013
Job Assistant Branch Manager at Hertz
Industry Leisure, Travel & Tourism
Experience
Hertz March 2015 - Present
Hertz May 2014 - March 2015
East Carolina University September 2013 - May 2014
East Carolina University April 2013 - May 2014
MassMutual Financial Group May 2013 - August 2013
Kappa Sigma Fraternity December 2011 - December 2012
Skills
Research, Public Speaking, PowerPoint, Event Planning, Microsoft Word, Social Media, Higher Education, Community Outreach, Fundraising, Facebook, Public Relations, Leadership, Social Media Marketing, Customer Service, Teamwork, Direct Sales, Time Management
Education
East Carolina University 2010 — 2014
Bachelor's degree 2014, Economics with Business Minor
Hertz March 2015 - Present
Hertz May 2014 - March 2015
East Carolina University September 2013 - May 2014
East Carolina University April 2013 - May 2014
MassMutual Financial Group May 2013 - August 2013
Kappa Sigma Fraternity December 2011 - December 2012
Skills
Research, Public Speaking, PowerPoint, Event Planning, Microsoft Word, Social Media, Higher Education, Community Outreach, Fundraising, Facebook, Public Relations, Leadership, Social Media Marketing, Customer Service, Teamwork, Direct Sales, Time Management
Education
East Carolina University 2010 — 2014
Bachelor's degree 2014, Economics with Business Minor
Kristi Clark's MassMutual Financial Group Experience June 2007 - April 2009
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial May 2009 - Present
MassMutual Financial Group June 2007 - April 2009
Thrivent Financial December 2003 - May 2007
Excel Learning Center August 2002 - February 2003
Thrivent Financial October 2000 - March 2002
Nyborg, Condill, and Nyborg March 2000 - July 2000
Embry-Riddle Aeronautical University October 1998 - March 2000
Education
The American College 2008 — 2010
Master of Science (M.S.), Financial services
Embry Riddle Aeronautical University-Prescott 1995 — 1998
Bachelor of Science (BS), Aeronautical Science
Barrington High School 1992 — 1995
Thrivent Financial May 2009 - Present
MassMutual Financial Group June 2007 - April 2009
Thrivent Financial December 2003 - May 2007
Excel Learning Center August 2002 - February 2003
Thrivent Financial October 2000 - March 2002
Nyborg, Condill, and Nyborg March 2000 - July 2000
Embry-Riddle Aeronautical University October 1998 - March 2000
Education
The American College 2008 — 2010
Master of Science (M.S.), Financial services
Embry Riddle Aeronautical University-Prescott 1995 — 1998
Bachelor of Science (BS), Aeronautical Science
Barrington High School 1992 — 1995
Guzman Castro's MassMutual Financial Group Experience November 2014 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 2014 - Present
IBESC Wine Group January 2008 - Present
Tastings Import Company March 2001 - December 2007
personal 2006 - 2007
Skills
Negotiation, Sales, Wine, Wine Tasting, Brand Management, Brand Development, Market Planning, Marketing, Retail, Marketing Management, Key Account Management, Food, Sales Management, Pricing, Marketing Strategy, Trade Marketing, Key Account Development, Strategy, New Business Development, B2B, Market Analysis
Education
Drexel University 1991 — 1996
Bachelor of Science (BS)
MassMutual Financial Group November 2014 - Present
IBESC Wine Group January 2008 - Present
Tastings Import Company March 2001 - December 2007
personal 2006 - 2007
Skills
Negotiation, Sales, Wine, Wine Tasting, Brand Management, Brand Development, Market Planning, Marketing, Retail, Marketing Management, Key Account Management, Food, Sales Management, Pricing, Marketing Strategy, Trade Marketing, Key Account Development, Strategy, New Business Development, B2B, Market Analysis
Education
Drexel University 1991 — 1996
Bachelor of Science (BS)
Erik Emdur Erik Emdur's MassMutual Financial Group Experience April 2011 - December 2011
Job Manager at Enterprise RentACar
Industry Automotive
Experience
Enterprise Rent-A-Car September 2012 - Present
RainSoft – A division of Aquion, Inc. January 2012 - September 2012
MassMutual Financial Group April 2011 - December 2011
WebiMax November 2010 - April 2011
Verizon May 2009 - April 2010
Drew University September 2007 - May 2009
Skills
Management, Customer Service..., Customer Service, Inside Sales, Outside Sales, Employee Training, Fleet Management, Writing, Public Speaking, Public Relations
Education
Drew University 2005 — 2009
Bachelor of Arts (B.A.), Philosophy and Anthropology
Enterprise Rent-A-Car September 2012 - Present
RainSoft – A division of Aquion, Inc. January 2012 - September 2012
MassMutual Financial Group April 2011 - December 2011
WebiMax November 2010 - April 2011
Verizon May 2009 - April 2010
Drew University September 2007 - May 2009
Skills
Management, Customer Service..., Customer Service, Inside Sales, Outside Sales, Employee Training, Fleet Management, Writing, Public Speaking, Public Relations
Education
Drew University 2005 — 2009
Bachelor of Arts (B.A.), Philosophy and Anthropology
Lara (Thornton) Beaudoin Lara (Thornton) Beaudoin's MassMutual Financial Group Experience September 1997 - March 1998
Job Owner at Tiki Tours, TownPro Realty & Carolina Decor & More!
Industry Real Estate
Experience
Tiki Tours LLC April 2014 - Present
Carolina Decor & More May 2011 - Present
TownPro Realty July 2007 - Present
Realty Executives August 2005 - June 2007
Coldwell Banker Sea Coast Realty February 2004 - August 2005
Johnson & Johnson January 1999 - January 2001
Travelers March 1998 - January 1999
MassMutual Financial Group September 1997 - March 1998
MassMutual Financial Group August 1996 - September 1997
Mintz & Hoke Advertising Agency August 1994 - August 1996
Skills
Real Estate Transactions, New Home Sales, Short Sales, Buyer Representation, Foreclosures, Sellers, Relocation, Single Family Homes, Investment Properties, Real Estate, Residential Homes, Marketing, Advertising, Pharmaceutical Sales, Project Management, Event Planning, Condos, First Time Home Buyers, REO
Education
Eastern Connecticut State University 1985 — 1989
Bachelor of Science (BS), Communications
East Granby High School 1981 — 1985
Tiki Tours LLC April 2014 - Present
Carolina Decor & More May 2011 - Present
TownPro Realty July 2007 - Present
Realty Executives August 2005 - June 2007
Coldwell Banker Sea Coast Realty February 2004 - August 2005
Johnson & Johnson January 1999 - January 2001
Travelers March 1998 - January 1999
MassMutual Financial Group September 1997 - March 1998
MassMutual Financial Group August 1996 - September 1997
Mintz & Hoke Advertising Agency August 1994 - August 1996
Skills
Real Estate Transactions, New Home Sales, Short Sales, Buyer Representation, Foreclosures, Sellers, Relocation, Single Family Homes, Investment Properties, Real Estate, Residential Homes, Marketing, Advertising, Pharmaceutical Sales, Project Management, Event Planning, Condos, First Time Home Buyers, REO
Education
Eastern Connecticut State University 1985 — 1989
Bachelor of Science (BS), Communications
East Granby High School 1981 — 1985
Brian Peter McNamara, CFP® Brian Peter McNamara, CFP®'s MassMutual Financial Group Experience April 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
MassMutual Financial Group April 2009 - Present
Eagle Strategies LLC April 1992 - April 2009
New York Life Insurance Company 1992 - 2009
Skills
Retirement, Securities, Strategic Financial..., Estate Planning, Retirement Planning, Financial Advisory, Insurance, Small Business Lending, Asset Management, Mergers & Acquisitions, Finance, Financial Services, Employee Benefits, IRAs, Wealth Management, Financial Planners, Mutual Funds, Series 7, Life Insurance, 401k
Education
Northeastern University 2014 — 2016
Master's Degree, Taxation
AJI Network 2004 — 2006
University of Phoenix, Fountain Valley 1988 — 1991
BSBA, Business Administration
Embry-Riddle Aeronautical University 1979 — 1981
MassMutual Financial Group April 2009 - Present
Eagle Strategies LLC April 1992 - April 2009
New York Life Insurance Company 1992 - 2009
Skills
Retirement, Securities, Strategic Financial..., Estate Planning, Retirement Planning, Financial Advisory, Insurance, Small Business Lending, Asset Management, Mergers & Acquisitions, Finance, Financial Services, Employee Benefits, IRAs, Wealth Management, Financial Planners, Mutual Funds, Series 7, Life Insurance, 401k
Education
Northeastern University 2014 — 2016
Master's Degree, Taxation
AJI Network 2004 — 2006
University of Phoenix, Fountain Valley 1988 — 1991
BSBA, Business Administration
Embry-Riddle Aeronautical University 1979 — 1981
Thomas L. Southern, CLU, ChFC's MassMutual Financial Group Experience March 1983 - Present
Job Agent/Registered Representative
Industry Financial Services
Experience
MassMutual Financial Group March 1983 - Present
Education
The American College 1977 — 1984
CLU, ChFC
East Carolina University - College of Business 1970 — 1974
Bachelor's of Science in Business Administration, Business Administration
MassMutual Financial Group March 1983 - Present
Education
The American College 1977 — 1984
CLU, ChFC
East Carolina University - College of Business 1970 — 1974
Bachelor's of Science in Business Administration, Business Administration
Sean Sills Sean Sills's MassMutual Financial Group Experience January 2015 - Present
Job Sales Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2015 - Present
WestPoint Financial Group August 2014 - January 2015
High Stakes Woodworx, LLC 2011 - August 2014
United States Marine Corps June 2005 - October 2007
United States Marine Corps October 2003 - May 2005
Skills
Leadership, Microsoft Office, Team Building, Woodworking, Carpentry, Sales, Military Experience, Customer Service, Troubleshooting, Contractors, Project Planning, Supervisory Skills, Management, Team Leadership, Project Management, Strategic Planning, Program Management, Interior Design, Public Speaking, Government, Recruiting
Education
West Kentucky Community and technical College 2008 — 2010
Heath High School, West Paducah, KY
MassMutual Financial Group January 2015 - Present
WestPoint Financial Group August 2014 - January 2015
High Stakes Woodworx, LLC 2011 - August 2014
United States Marine Corps June 2005 - October 2007
United States Marine Corps October 2003 - May 2005
Skills
Leadership, Microsoft Office, Team Building, Woodworking, Carpentry, Sales, Military Experience, Customer Service, Troubleshooting, Contractors, Project Planning, Supervisory Skills, Management, Team Leadership, Project Management, Strategic Planning, Program Management, Interior Design, Public Speaking, Government, Recruiting
Education
West Kentucky Community and technical College 2008 — 2010
Heath High School, West Paducah, KY
Jonathan Penney's MassMutual Financial Group Experience 2008 - 2010
Job Senior General Manager at Plus One Health Management Inc
Industry Health, Wellness and Fitness
Experience
Plus One Health Management Inc June 2015 - Present
Plus One Health Management Inc May 2013 - June 2015
Corporate Fitness Works October 2010 - April 2013
MediFit Corporate Services 2008 - 2010
MassMutual Financial Group 2008 - 2010
Skills
Personal Training, Fitness, Cpr Certified, Public Speaking, Coaching, Strength, Customer Service, First Aid, Wellness, Teaching, Nutrition, Research, Health Promotion, Fitness Training, Team Leadership, Fundraising, Event Planning, Marketing, Training, Sales, Strength Training, Leadership, Athletics, Team Building, Sports
Education
Western Governors University
Master of Business Administration (M.B.A.), Healthcare Management
Elon University 2006 — 2008
B.S., Leisure Sport Management
Wingate University 2004 — 2006
Plus One Health Management Inc June 2015 - Present
Plus One Health Management Inc May 2013 - June 2015
Corporate Fitness Works October 2010 - April 2013
MediFit Corporate Services 2008 - 2010
MassMutual Financial Group 2008 - 2010
Skills
Personal Training, Fitness, Cpr Certified, Public Speaking, Coaching, Strength, Customer Service, First Aid, Wellness, Teaching, Nutrition, Research, Health Promotion, Fitness Training, Team Leadership, Fundraising, Event Planning, Marketing, Training, Sales, Strength Training, Leadership, Athletics, Team Building, Sports
Education
Western Governors University
Master of Business Administration (M.B.A.), Healthcare Management
Elon University 2006 — 2008
B.S., Leisure Sport Management
Wingate University 2004 — 2006
Jason Christopher Jason Christopher's MassMutual Financial Group Experience May 2010 - Present
Job Financial Advisor at Christopher Financial
Industry Financial Services
Experience
MassMutual Financial Group May 2010 - Present
Northwestern Mutual Financial Network April 2000 - May 2010
Education
Mount Saint Mary College 1999 — 2001
Bachelor's Degree, Business Management
Dutchess Community College 1998 — 1999
Associates Degree, Business Administration
MassMutual Financial Group May 2010 - Present
Northwestern Mutual Financial Network April 2000 - May 2010
Education
Mount Saint Mary College 1999 — 2001
Bachelor's Degree, Business Management
Dutchess Community College 1998 — 1999
Associates Degree, Business Administration
Michael Lavery Michael Lavery's MassMutual Financial Group Experience May 2009 - June 2011
Job ACB, ALB. Linux Server Admin
Industry Information Technology and Services
Experience
Tek systems December 2014 - Present
Toastmasters District 53 June 2014 - Present
LTI (Logic Technology Inc.) November 2013 - June 2014
Toastmasters International July 2013 - June 2014
General Dynamics Advanced Information Systems November 2012 - November 2013
HostRocket.Com, Inc. July 2011 - May 2012
MassMutual Financial Group May 2009 - June 2011
MassMutual Financial Group 2004 - May 2009
MassMutual June 2003 - May 2009
MassMutual June 2002 - September 2005
Skills
System Administration, Programming, Websphere, Shell Scripting, CSF, cPanel, WHMCS, Linux KVM, Unix, SDLC, Vi, Awk, Bash, Red Hat Linux, Solaris, Public Speaking, Unix Shell Scripting, IIS, VMware, Linux, Quality Assurance, SQL, Perl, Disaster Recovery, Computer Security, RedHat, Linux System..., Testing, CentOS, Servers, Scripting, Troubleshooting, PHP, WebSphere
Education
Western New England University 2014 — 2017
Master's Degree, Public Relations/Image Management, 4.0 - Manufacturing and Management of Public Opinion
Eastern Connecticut State University 1988 — 1992
Computer Science, Parallel Processing
Old Saybrook Senior High School 1984 — 1988
High School Diploma, Computer Games and Programming Skills
Tek systems December 2014 - Present
Toastmasters District 53 June 2014 - Present
LTI (Logic Technology Inc.) November 2013 - June 2014
Toastmasters International July 2013 - June 2014
General Dynamics Advanced Information Systems November 2012 - November 2013
HostRocket.Com, Inc. July 2011 - May 2012
MassMutual Financial Group May 2009 - June 2011
MassMutual Financial Group 2004 - May 2009
MassMutual June 2003 - May 2009
MassMutual June 2002 - September 2005
Skills
System Administration, Programming, Websphere, Shell Scripting, CSF, cPanel, WHMCS, Linux KVM, Unix, SDLC, Vi, Awk, Bash, Red Hat Linux, Solaris, Public Speaking, Unix Shell Scripting, IIS, VMware, Linux, Quality Assurance, SQL, Perl, Disaster Recovery, Computer Security, RedHat, Linux System..., Testing, CentOS, Servers, Scripting, Troubleshooting, PHP, WebSphere
Education
Western New England University 2014 — 2017
Master's Degree, Public Relations/Image Management, 4.0 - Manufacturing and Management of Public Opinion
Eastern Connecticut State University 1988 — 1992
Computer Science, Parallel Processing
Old Saybrook Senior High School 1984 — 1988
High School Diploma, Computer Games and Programming Skills
Tim Patrone Tim Patrone's MassMutual Financial Group Experience November 2002 - November 2008
Job Infrastructure Engineer Manager at Cigna
Industry Insurance
Experience
Cigna September 2013 - Present
MassMutual November 2008 - August 2013
MassMutual Financial Group November 2002 - November 2008
MassMutual Financial Group October 2001 - November 2002
NextiraOne / Williams Communications May 1996 - October 2001
Skills
NICE Call Recording, Avaya PBX, Avaya, Cisco Telepresence, Microsoft Lync, Lync, Video Conferencing, Voice Mail, Avaya Communication..., Visio, IVR, Servers, Cisco Technologies, Unified Communications
Education
Eastern Connecticut State University
BS, Business / Concentration in Marketing
Cigna September 2013 - Present
MassMutual November 2008 - August 2013
MassMutual Financial Group November 2002 - November 2008
MassMutual Financial Group October 2001 - November 2002
NextiraOne / Williams Communications May 1996 - October 2001
Skills
NICE Call Recording, Avaya PBX, Avaya, Cisco Telepresence, Microsoft Lync, Lync, Video Conferencing, Voice Mail, Avaya Communication..., Visio, IVR, Servers, Cisco Technologies, Unified Communications
Education
Eastern Connecticut State University
BS, Business / Concentration in Marketing
Hannah Grayboff Hannah Grayboff's MassMutual Financial Group Experience June 2008 - August 2008
Job Marketing Professional
Industry Staffing and Recruiting
Experience
Western Mass Marketing August 2009 - Present
Environmental Compliance Services, Inc. December 2010 - November 2011
Adecco August 2010 - November 2010
Bertera Dodge January 2010 - April 2010
MassMutual Financial Group June 2008 - August 2008
Westfield State University August 2007 - May 2008
Education
Westfield State University 2005 — 2009
Business, Marketing
Dublin Business School 2008 — 2008
Business
Western Mass Marketing August 2009 - Present
Environmental Compliance Services, Inc. December 2010 - November 2011
Adecco August 2010 - November 2010
Bertera Dodge January 2010 - April 2010
MassMutual Financial Group June 2008 - August 2008
Westfield State University August 2007 - May 2008
Education
Westfield State University 2005 — 2009
Business, Marketing
Dublin Business School 2008 — 2008
Business
Carter Hill Carter Hill's MassMutual Financial Group Experience May 2015 - Present
Job Financial Planner at MassMutual Financial Group
Industry Accounting
Experience
MassMutual Financial Group May 2015 - Present
Keller Williams Realty, Inc. May 2014 - August 2014
Skills
Financial Planning, Accounting, Financial Advisory, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Research
Education
Elon University - Martha and Spencer Love School of Business 2013 — 2017
Elon University - Martha and Spencer Love School of Business 2013 — 2017
Accounting, Accounting and Finance
MassMutual Financial Group May 2015 - Present
Keller Williams Realty, Inc. May 2014 - August 2014
Skills
Financial Planning, Accounting, Financial Advisory, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Research
Education
Elon University - Martha and Spencer Love School of Business 2013 — 2017
Elon University - Martha and Spencer Love School of Business 2013 — 2017
Accounting, Accounting and Finance
Jacob Gottlieb Jacob Gottlieb's MassMutual Financial Group Experience June 2015 - Present
Job Marketing Intern at Weird Spirits LLC
Industry Financial Services
Experience
MassMutual Financial Group June 2015 - Present
Weird Spirits LLC June 2015 - Present
Camp Laurelwood June 2014 - August 2014
Colt Recycling & Refining June 2010 - May 2014
Silver Sands Beach and Tennis Club June 2008 - August 2009
Skills
Teamwork, Spanish, Microsoft Excel, Time Management, PowerPoint, Economics, Social Media Marketing, Statistical Data..., Italian, Financial Accounting, Organization Skills, People Skills, Data Processing, Finance, Problem Solving, Graphing
Education
Elon University - Martha and Spencer Love School of Business 2012 — 2015
Bachelor of Science In Business Administration (B.S.B.A.), Finance and International Business, 3.25 Cumulative GPA
University of Massachusetts Lowell 2011 — 2012
Finance and Operations Analysis, 3.9 GPA
University of Colorado at Boulder 2009 — 2010
Open option, Arts and Sciences
Hamden Hall Country Day School 2005 — 2009
MassMutual Financial Group June 2015 - Present
Weird Spirits LLC June 2015 - Present
Camp Laurelwood June 2014 - August 2014
Colt Recycling & Refining June 2010 - May 2014
Silver Sands Beach and Tennis Club June 2008 - August 2009
Skills
Teamwork, Spanish, Microsoft Excel, Time Management, PowerPoint, Economics, Social Media Marketing, Statistical Data..., Italian, Financial Accounting, Organization Skills, People Skills, Data Processing, Finance, Problem Solving, Graphing
Education
Elon University - Martha and Spencer Love School of Business 2012 — 2015
Bachelor of Science In Business Administration (B.S.B.A.), Finance and International Business, 3.25 Cumulative GPA
University of Massachusetts Lowell 2011 — 2012
Finance and Operations Analysis, 3.9 GPA
University of Colorado at Boulder 2009 — 2010
Open option, Arts and Sciences
Hamden Hall Country Day School 2005 — 2009
Michelle Buswell's MassMutual Financial Group Experience January 2013 - July 2013
Job Vice President, Commercial Market Operations at The Hartford
Industry Financial Services
Experience
The Hartford July 2013 - Present
MassMutual Financial Group January 2013 - July 2013
The Hartford May 2011 - December 2012
Travelers December 2008 - May 2011
Lincoln Financial Group December 2007 - December 2008
CIGNA Healthcare January 2006 - December 2007
CIGNA Healthcare January 2003 - December 2005
CIGNA Retirement & Investment Services April 2001 - December 2002
CIGNA Retirement & Investment Services January 2000 - April 2001
Skills
Series 6, Strategy, Program Management, Cross-functional Team..., Process Improvement, Outsourcing, Insurance, BPO, Business Process..., Management, Operations Management, Series 6, 26, 99 FINRA..., Leadership, Financial Services, CRM, Employee Benefits, Analytics, Call Centers, Project Management, Business Planning, Strategic Planning, Relationship Management, Finance, Forecasting, Account Management, Business Strategy, Investments
Education
Eastern Connecticut State University 1986 — 1989
BS, Finance, Economics
The Hartford July 2013 - Present
MassMutual Financial Group January 2013 - July 2013
The Hartford May 2011 - December 2012
Travelers December 2008 - May 2011
Lincoln Financial Group December 2007 - December 2008
CIGNA Healthcare January 2006 - December 2007
CIGNA Healthcare January 2003 - December 2005
CIGNA Retirement & Investment Services April 2001 - December 2002
CIGNA Retirement & Investment Services January 2000 - April 2001
Skills
Series 6, Strategy, Program Management, Cross-functional Team..., Process Improvement, Outsourcing, Insurance, BPO, Business Process..., Management, Operations Management, Series 6, 26, 99 FINRA..., Leadership, Financial Services, CRM, Employee Benefits, Analytics, Call Centers, Project Management, Business Planning, Strategic Planning, Relationship Management, Finance, Forecasting, Account Management, Business Strategy, Investments
Education
Eastern Connecticut State University 1986 — 1989
BS, Finance, Economics
Michael Tartsinis's MassMutual Financial Group Experience 2007 - February 2012
Job Investor Relations Associate at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp December 2012 - Present
MassMutual Financial Group 2007 - February 2012
MassMutual Financial Group 2006 - 2007
MassMutual Financial Group 2000 - 2006
Foxwoods Resort Casino 1993 - 2000
Foxwoods Resort Casino 1993 - 2000
Foxwoods Resort Casino 1993 - 2000
Foxwoods Resort Casino 1993 - 2000
Skills
Risk Analysis, Process Improvement, Quality Assurance, Research & Analysis, Problem Resolution, Trend Analysis, Data Reporting, Customer Service, Tax Services, Communication Skills, Problem Solving, Tax, Analysis, Financial Services, Training, Insurance, Management, Leadership
Education
Eastern Connecticut State University
Business Administration, Finance and Marketing
SS&C GlobeOp December 2012 - Present
MassMutual Financial Group 2007 - February 2012
MassMutual Financial Group 2006 - 2007
MassMutual Financial Group 2000 - 2006
Foxwoods Resort Casino 1993 - 2000
Foxwoods Resort Casino 1993 - 2000
Foxwoods Resort Casino 1993 - 2000
Foxwoods Resort Casino 1993 - 2000
Skills
Risk Analysis, Process Improvement, Quality Assurance, Research & Analysis, Problem Resolution, Trend Analysis, Data Reporting, Customer Service, Tax Services, Communication Skills, Problem Solving, Tax, Analysis, Financial Services, Training, Insurance, Management, Leadership
Education
Eastern Connecticut State University
Business Administration, Finance and Marketing
Bill Richards's MassMutual Financial Group Experience July 1996 - September 1999
Job Chief Solutions Officer
Industry Insurance
Experience
Community Insurance September 2009 - Present
Abble Insurance Agency April 2006 - December 2008
Abble Consumer Enterprises September 1999 - April 2006
MassMutual Financial Group July 1996 - September 1999
AIG American General December 1992 - June 1996
Food City October 1988 - December 1991
Food City March 1979 - October 1988
Food City July 1974 - March 1979
United States Air Force November 1970 - May 1974
Super Dollar Markets July 1968 - November 1970
Skills
Insurance, Microsoft Office, Retail, Commercial Insurance, Property & Casualty..., Customer Relations, Professional Liability, Life Insurance, Customer Service, Employee Benefits, Umbrella Insurance, Workers Compensation, Training, Sales, Legal Liability, Marketing, Commercial Lines, Term Life Insurance, General Insurance, Casualty, Employment Practices..., Liability, Whole Life
Education
East Tennessee State University 1977 — 1978
Businesss Administration
Walters State Community College 1975 — 1976
Businesss Administration
Community Insurance September 2009 - Present
Abble Insurance Agency April 2006 - December 2008
Abble Consumer Enterprises September 1999 - April 2006
MassMutual Financial Group July 1996 - September 1999
AIG American General December 1992 - June 1996
Food City October 1988 - December 1991
Food City March 1979 - October 1988
Food City July 1974 - March 1979
United States Air Force November 1970 - May 1974
Super Dollar Markets July 1968 - November 1970
Skills
Insurance, Microsoft Office, Retail, Commercial Insurance, Property & Casualty..., Customer Relations, Professional Liability, Life Insurance, Customer Service, Employee Benefits, Umbrella Insurance, Workers Compensation, Training, Sales, Legal Liability, Marketing, Commercial Lines, Term Life Insurance, General Insurance, Casualty, Employment Practices..., Liability, Whole Life
Education
East Tennessee State University 1977 — 1978
Businesss Administration
Walters State Community College 1975 — 1976
Businesss Administration
Nancy Famiglietti's MassMutual Financial Group Experience January 2013 - Present
Job Senior IT Business Consultant at MassMutual Financial Group
Industry Information Technology and Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford May 1998 - December 2012
Aetna April 1989 - April 1998
CIGNA January 1982 - April 1989
Hamilton Standard (UTC) May 1978 - January 1982
Eastern Connecticut State College December 1977 - May 1978
Brand-Rex September 1977 - December 1977
Skills
Visio, Requirements Gathering, Business Requirements, SDLC, Business Analysis, Change Management, Program Management, Project Management, Project Planning, Risk Management, Management, COBOL, JCL, Software Development, Release Management, IT Strategy, Leadership, PL/SQL, PMO, Integration, Enterprise Architecture, Test Planning
Education
Eastern Connecticut State University 1974 — 1978
BA, Major: Mathematics Minor: Computer Science
MassMutual Financial Group January 2013 - Present
The Hartford May 1998 - December 2012
Aetna April 1989 - April 1998
CIGNA January 1982 - April 1989
Hamilton Standard (UTC) May 1978 - January 1982
Eastern Connecticut State College December 1977 - May 1978
Brand-Rex September 1977 - December 1977
Skills
Visio, Requirements Gathering, Business Requirements, SDLC, Business Analysis, Change Management, Program Management, Project Management, Project Planning, Risk Management, Management, COBOL, JCL, Software Development, Release Management, IT Strategy, Leadership, PL/SQL, PMO, Integration, Enterprise Architecture, Test Planning
Education
Eastern Connecticut State University 1974 — 1978
BA, Major: Mathematics Minor: Computer Science
Pat` Burgess's MassMutual Financial Group Experience December 2009 - Present
Job Director, Field Training at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group December 2009 - Present
MassMutual Financial Group January 1997 - December 2009
Hartford Financial Services Group January 2005 - January 2007
MassMutual Financial Group December 2001 - December 2006
Skills
Marketing, Mutual Funds, Program Management, Life Insurance, Training, Process Improvement, Fixed Annuities, Insurance, Disability Insurance, Employee Benefits, Risk Management, Sales, Retirement, 401k
Education
Eastern Connecticut State University
Business Administration and Management, General
MassMutual Financial Group December 2009 - Present
MassMutual Financial Group January 1997 - December 2009
Hartford Financial Services Group January 2005 - January 2007
MassMutual Financial Group December 2001 - December 2006
Skills
Marketing, Mutual Funds, Program Management, Life Insurance, Training, Process Improvement, Fixed Annuities, Insurance, Disability Insurance, Employee Benefits, Risk Management, Sales, Retirement, 401k
Education
Eastern Connecticut State University
Business Administration and Management, General
Melanie Madore, CLTC's MassMutual Financial Group Experience 2005 - 2010
Job Brokerage Director and Disability / Employee Benefits Specialist
Industry Financial Services
Experience
Capital Financial Partners - Guardian Life Insurance Company May 2014 - Present
MassMutual Dallas-Fort Worth January 2011 - April 2014
MassMutual Financial Group 2005 - 2010
Unum 2000 - 2005
Skills
Disability Insurance, Long Term Care Insurance, Long-term Care, Life Insurance, Fixed Annuities, Insurance, Retirement Planning, Retirement, Whole Life, Employee Benefits, Term Life Insurance, Financial Planners, Health Insurance, Underwriting, Investments, Universal Life, IRAs, 401k, Estate Planning, Variable Annuities, Mutual Funds, Brokers, Wealth Management, Roth IRA, Finance, 401k Rollovers, Qualified Retirement..., Buy-sell Agreements, Small Business, Personal Financial..., Financial Planning, Medicare, Property & Casualty..., Strategic Financial..., Financial Services, Umbrella Insurance, Casualty, Financial Advisory, Wealth, College Savings Plans, Wealth Accumulation, Key Person Insurance, Investment Advisory, 529 Plans, Series 65
Education
Eastern Connecticut State University 2006 — 2008
BS, Management
Capital Financial Partners - Guardian Life Insurance Company May 2014 - Present
MassMutual Dallas-Fort Worth January 2011 - April 2014
MassMutual Financial Group 2005 - 2010
Unum 2000 - 2005
Skills
Disability Insurance, Long Term Care Insurance, Long-term Care, Life Insurance, Fixed Annuities, Insurance, Retirement Planning, Retirement, Whole Life, Employee Benefits, Term Life Insurance, Financial Planners, Health Insurance, Underwriting, Investments, Universal Life, IRAs, 401k, Estate Planning, Variable Annuities, Mutual Funds, Brokers, Wealth Management, Roth IRA, Finance, 401k Rollovers, Qualified Retirement..., Buy-sell Agreements, Small Business, Personal Financial..., Financial Planning, Medicare, Property & Casualty..., Strategic Financial..., Financial Services, Umbrella Insurance, Casualty, Financial Advisory, Wealth, College Savings Plans, Wealth Accumulation, Key Person Insurance, Investment Advisory, 529 Plans, Series 65
Education
Eastern Connecticut State University 2006 — 2008
BS, Management
John LaRoche's MassMutual Financial Group Experience August 2013 - Present
Job Assistant Vice President at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2013 - Present
MassMutual July 2000 - Present
Skills
Retirement, Management, Employee Benefits, Investments, Insurance, 401k, Mutual Funds, Fixed Annuities, Retirement Planning, Series 7, Wealth Management, Pensions, Defined Benefit, Securities
Education
Western New England College School of Law 2000 — 2004
JD
Duquesne University
MassMutual Financial Group August 2013 - Present
MassMutual July 2000 - Present
Skills
Retirement, Management, Employee Benefits, Investments, Insurance, 401k, Mutual Funds, Fixed Annuities, Retirement Planning, Series 7, Wealth Management, Pensions, Defined Benefit, Securities
Education
Western New England College School of Law 2000 — 2004
JD
Duquesne University
Deanna Leicht's MassMutual Financial Group Experience October 2011 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2011 - Present
Innovative Financial Strategies, LLC April 2011 - Present
New York Life Insurance Company June 1995 - October 2011
Skills
Long Term Care, Disability Insurance, Annuities, Retirement, Insurance, Investments, Term Life Insurance, IRA's
Education
Eastern Michigan University 1980 — 1981
MassMutual Financial Group October 2011 - Present
Innovative Financial Strategies, LLC April 2011 - Present
New York Life Insurance Company June 1995 - October 2011
Skills
Long Term Care, Disability Insurance, Annuities, Retirement, Insurance, Investments, Term Life Insurance, IRA's
Education
Eastern Michigan University 1980 — 1981
Bryan Musa's MassMutual Financial Group Experience January 2007 - April 2011
Job Vice President, Business Development at Hanleigh, A Crump Company
Industry Insurance
Experience
Hanleigh, A Crump Company March 2011 - Present
MassMutual Financial Group January 2007 - April 2011
MassMutual Financial Group July 2006 - December 2006
MassMutual Financial Group June 2004 - July 2006
MassMutual Financial Group February 2003 - June 2004
Education
Elmira College 1992 — 1996
Wilbraham and Monson Academy
Hanleigh, A Crump Company March 2011 - Present
MassMutual Financial Group January 2007 - April 2011
MassMutual Financial Group July 2006 - December 2006
MassMutual Financial Group June 2004 - July 2006
MassMutual Financial Group February 2003 - June 2004
Education
Elmira College 1992 — 1996
Wilbraham and Monson Academy
Donna M. O'Meally's MassMutual Financial Group Experience May 2007 - October 2009
Job Insurance Sales & Marketing Consultant
Industry Insurance
Experience
Western MA Area Account ExecutiveHarrington Insurance Agency, Inc.July 2011 - June 2014
MassMutual Financial Group May 2007 - October 2009
MassMutual Financial Group January 1998 - January 2009
Merrill Lynch 1996 - 1998
Skills
Insurance, Strategy, Business Planning, New Business Development, Term Life Insurance, Life Insurance, Training, National Accounts, Solution Implementation, Competitive Analysis, Project Implementation, Business Strategy, Marketing, Investments
Education
NAIC 2011 — 2014
Formerly Property & Casualty licensed in MA
FINRA 1998 — 2010
Formerly Series 6 and 63 licensed
NAIC 1989 — 1995
Formerly Life & Health Licensed in NJ
Drew University 1981 — 1985
BA, Behavioral Science
The American College
Western MA Area Account ExecutiveHarrington Insurance Agency, Inc.July 2011 - June 2014
MassMutual Financial Group May 2007 - October 2009
MassMutual Financial Group January 1998 - January 2009
Merrill Lynch 1996 - 1998
Skills
Insurance, Strategy, Business Planning, New Business Development, Term Life Insurance, Life Insurance, Training, National Accounts, Solution Implementation, Competitive Analysis, Project Implementation, Business Strategy, Marketing, Investments
Education
NAIC 2011 — 2014
Formerly Property & Casualty licensed in MA
FINRA 1998 — 2010
Formerly Series 6 and 63 licensed
NAIC 1989 — 1995
Formerly Life & Health Licensed in NJ
Drew University 1981 — 1985
BA, Behavioral Science
The American College
Brian Connery's MassMutual Financial Group Experience February 2014 - Present
Job Regional Sales Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group February 2014 - Present
MassMutual January 2013 - February 2014
The Hartford April 2008 - December 2012
People's Bank October 2006 - March 2008
Skills
Series 6, Retirement, Insurance, 401k, Financial Services, Retirement Planning, Mutual Funds, Series 63, Investments, Employee Benefits, Relationship Management, Fixed Annuities, Series 7, Management
Education
The University of Connecticut School of Business 2013 — 2015
Bachelor's Degree, Finance
Manchester Community College 2010 — 2012
Associate's Degree, Accounting and Business/Management
Eastern Connecticut State University 2002 — 2008
MassMutual Financial Group February 2014 - Present
MassMutual January 2013 - February 2014
The Hartford April 2008 - December 2012
People's Bank October 2006 - March 2008
Skills
Series 6, Retirement, Insurance, 401k, Financial Services, Retirement Planning, Mutual Funds, Series 63, Investments, Employee Benefits, Relationship Management, Fixed Annuities, Series 7, Management
Education
The University of Connecticut School of Business 2013 — 2015
Bachelor's Degree, Finance
Manchester Community College 2010 — 2012
Associate's Degree, Accounting and Business/Management
Eastern Connecticut State University 2002 — 2008
Jonathan Bridges's MassMutual Financial Group Experience April 2014 - February 2015
Job INDEPENDENT INSURANCE/ANNUITY BROKER
Industry Financial Services
Experience
MassMutual Financial Group April 2014 - February 2015
Devon Financial Partners June 2012 - April 2014
New York Life May 2008 - March 2012
Mass Mutual/ Whipple & Asssoc. September 1996 - April 2008
Skills
Retirement Planning, Fixed Annuities, Guaranteed Lifetime..., IRAs, College Savings Plans, Long-term Care, Wealth Accumulation, Retirement, Long Term Care Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Financial Planners, Whole Life, Series 6
Education
Drexel University 1970 — 1972
Valley Forge Military Academy & College 1967 — 1969
Associate of Arts (AA), Biology/Biological Sciences, General
MassMutual Financial Group April 2014 - February 2015
Devon Financial Partners June 2012 - April 2014
New York Life May 2008 - March 2012
Mass Mutual/ Whipple & Asssoc. September 1996 - April 2008
Skills
Retirement Planning, Fixed Annuities, Guaranteed Lifetime..., IRAs, College Savings Plans, Long-term Care, Wealth Accumulation, Retirement, Long Term Care Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Financial Planners, Whole Life, Series 6
Education
Drexel University 1970 — 1972
Valley Forge Military Academy & College 1967 — 1969
Associate of Arts (AA), Biology/Biological Sciences, General
Jack Tilley's MassMutual Financial Group Experience March 2002 - August 2006
Job Market Research Manager at Inline Plastics Corporation
Industry Packaging and Containers
Experience
Inline Plastics Corporation August 2006 - Present
MassMutual Financial Group March 2002 - August 2006
TUV Rheinland of North America June 1999 - June 2001
Gems Sensors October 1992 - June 1999
Skills
Strategy Development, Market Research, Marketing Research, Competitive Intelligence, Market Analysis, Marketing Strategy, Trade Shows, B2B, Product Marketing, New Business Development, Marketing Communications, Marketing, Email Marketing, Cross-functional Team..., Integrated Marketing, Direct Marketing, Product Management, Social Media Marketing, CRM, Salesforce.com, Product Development, Account Management, Competitive Analysis, Marketing Management, Corporate Communications, Strategy, Advertising
Education
The University of Connecticut School of Business 1983 — 1986
Master of Business Administration (MBA), Marketing
Eastern Connecticut State University 1977 — 1981
Bachelor of Science (B.S.), Environmental Biology
Inline Plastics Corporation August 2006 - Present
MassMutual Financial Group March 2002 - August 2006
TUV Rheinland of North America June 1999 - June 2001
Gems Sensors October 1992 - June 1999
Skills
Strategy Development, Market Research, Marketing Research, Competitive Intelligence, Market Analysis, Marketing Strategy, Trade Shows, B2B, Product Marketing, New Business Development, Marketing Communications, Marketing, Email Marketing, Cross-functional Team..., Integrated Marketing, Direct Marketing, Product Management, Social Media Marketing, CRM, Salesforce.com, Product Development, Account Management, Competitive Analysis, Marketing Management, Corporate Communications, Strategy, Advertising
Education
The University of Connecticut School of Business 1983 — 1986
Master of Business Administration (MBA), Marketing
Eastern Connecticut State University 1977 — 1981
Bachelor of Science (B.S.), Environmental Biology
Lindsay Yurack's MassMutual Financial Group Experience January 2013 - April 2014
Job at
Industry Insurance
Experience
The Hartford November 2014 - Present
Travelers April 2014 - November 2014
MassMutual Financial Group January 2013 - April 2014
The Hartford June 2008 - December 2012
Stella D'oro 2007 - 2008
WFSB Channel 3 August 2005 - June 2007
WKSS KISS 95.7 - Clear Channel Radio January 2003 - August 2005
Skills
Event Planning, PowerPoint, Outlook, Microsoft Office, Customer Service, Microsoft Excel, Social Media, Event Management, Marketing, Microsoft Word, Access, Project Management, Marketing Communications, Fundraising, Social Media Marketing, Public Relations, Social Networking, Facebook, Strategic Planning, Leadership, Budgets, Press Releases, Nonprofits, Editing
Education
Eastern Connecticut State University 1999 — 2003
BA, Communications
Eastern Connecticut State University 1999 — 2003
Bachelor of Arts (BA), Communications
The Hartford November 2014 - Present
Travelers April 2014 - November 2014
MassMutual Financial Group January 2013 - April 2014
The Hartford June 2008 - December 2012
Stella D'oro 2007 - 2008
WFSB Channel 3 August 2005 - June 2007
WKSS KISS 95.7 - Clear Channel Radio January 2003 - August 2005
Skills
Event Planning, PowerPoint, Outlook, Microsoft Office, Customer Service, Microsoft Excel, Social Media, Event Management, Marketing, Microsoft Word, Access, Project Management, Marketing Communications, Fundraising, Social Media Marketing, Public Relations, Social Networking, Facebook, Strategic Planning, Leadership, Budgets, Press Releases, Nonprofits, Editing
Education
Eastern Connecticut State University 1999 — 2003
BA, Communications
Eastern Connecticut State University 1999 — 2003
Bachelor of Arts (BA), Communications
Nathan Wells, CRPC®'s MassMutual Financial Group Experience June 2009 - February 2012
Job Investment Adviser Representative
Industry Financial Services
Experience
Voya Financial February 2012 - Present
MassMutual Financial Group June 2009 - February 2012
ING August 2008 - June 2009
Skills
Retirement Planning, 401k, Asset Allocation, Asset Management, Business Planning, Disability Insurance, Estate Planning, Finance, Financial Advisory, Financial Analysis, Fixed Annuities, IRAs, Insurance, Investment Advisory, Investments, Life Insurance, Long Term Care Insurance, Long-term Care, Mutual Funds, Portfolio Management, Retirement, Sales, Securities, Series 63, Series 7, Small Business, Strategic Financial..., Strategic Planning, Wealth Management
Education
Drake University 2005 — 2009
BS, Finance & International Business
Sterling High School
Voya Financial February 2012 - Present
MassMutual Financial Group June 2009 - February 2012
ING August 2008 - June 2009
Skills
Retirement Planning, 401k, Asset Allocation, Asset Management, Business Planning, Disability Insurance, Estate Planning, Finance, Financial Advisory, Financial Analysis, Fixed Annuities, IRAs, Insurance, Investment Advisory, Investments, Life Insurance, Long Term Care Insurance, Long-term Care, Mutual Funds, Portfolio Management, Retirement, Sales, Securities, Series 63, Series 7, Small Business, Strategic Financial..., Strategic Planning, Wealth Management
Education
Drake University 2005 — 2009
BS, Finance & International Business
Sterling High School
Kristen Emond's MassMutual Financial Group Experience January 2011 - Present
Job Financial Analyst at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2011 - Present
Volt Workforce Solutions May 2008 - January 2011
The Newport Group May 2002 - January 2004
State Street January 2000 - May 2002
State Street September 1998 - January 2000
Putnam Investments January 1998 - September 1998
State Street May 1995 - January 1998
Education
Eastern Nazarene College 1999 — 2001
BS, Business Administraton
MassMutual Financial Group January 2011 - Present
Volt Workforce Solutions May 2008 - January 2011
The Newport Group May 2002 - January 2004
State Street January 2000 - May 2002
State Street September 1998 - January 2000
Putnam Investments January 1998 - September 1998
State Street May 1995 - January 1998
Education
Eastern Nazarene College 1999 — 2001
BS, Business Administraton
Nathan Day's MassMutual Financial Group Experience June 2008 - June 2009
Job Day & Co
Industry Management Consulting
Experience
Day & Co January 2006 - Present
MassMutual Financial Group June 2008 - June 2009
Alpha Omega Resources June 2004 - August 2005
Skills
Start-ups, Business Strategy, Entrepreneurship, Strategy, Business Planning, Management Consulting, Business Development, Management, Strategic Planning, Leadership, Marketing Strategy, New Business Development, Change Management, Marketing, Mergers & Acquisitions, Venture Capital, Finance
Education
Liberty University 2003 — 2005
Bachelor of Science (BS), Marketing
Eastern University 2001 — 2003
Marketing and Management
Day & Co January 2006 - Present
MassMutual Financial Group June 2008 - June 2009
Alpha Omega Resources June 2004 - August 2005
Skills
Start-ups, Business Strategy, Entrepreneurship, Strategy, Business Planning, Management Consulting, Business Development, Management, Strategic Planning, Leadership, Marketing Strategy, New Business Development, Change Management, Marketing, Mergers & Acquisitions, Venture Capital, Finance
Education
Liberty University 2003 — 2005
Bachelor of Science (BS), Marketing
Eastern University 2001 — 2003
Marketing and Management
Mary Willmuth's MassMutual Financial Group Experience Financial ConsultantMassMutual Financial GroupMay 1979 - June 2013
Job Retired at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group Financial ConsultantMassMutual Financial GroupMay 1979 - June 2013
Education
University of Phoenix 1997 — 1999
Master of Arts, Organizational Management
Walnut Ridge High School 1966 — 1969
Eastern Connecticut State University
Bachelor of Arts, Psychology
MassMutual Financial Group Financial ConsultantMassMutual Financial GroupMay 1979 - June 2013
Education
University of Phoenix 1997 — 1999
Master of Arts, Organizational Management
Walnut Ridge High School 1966 — 1969
Eastern Connecticut State University
Bachelor of Arts, Psychology
David Vujs's MassMutual Financial Group Experience 2008 - 2009
Job Assistant Corporate Secretary & Counsel at LL Global, Inc. (LIMRA & LOMA)
Industry Financial Services
Experience
LL Global, Inc. (LIMRA & LOMA) October 2012 - Present
LL Global, Inc. (LIMRA & LOMA) 2011 - November 2012
MassMutual Financial Group 2008 - 2009
Hartford Life 1998 - 2008
CIGNA 1990 - 1998
The Simon Konover Company 1989 - 1990
Education
Western New England College School of Law 2000 — 2006
Eastern Connecticut State University
LL Global, Inc. (LIMRA & LOMA) October 2012 - Present
LL Global, Inc. (LIMRA & LOMA) 2011 - November 2012
MassMutual Financial Group 2008 - 2009
Hartford Life 1998 - 2008
CIGNA 1990 - 1998
The Simon Konover Company 1989 - 1990
Education
Western New England College School of Law 2000 — 2006
Eastern Connecticut State University
Daniel Blough's MassMutual Financial Group Experience April 2009 - Present
Job Intern at MassMutual Financial Group
Industry Marketing and Advertising
Experience
MassMutual Financial Group April 2009 - Present
Education
Duquesne University 2006 — 2010
MassMutual Financial Group April 2009 - Present
Education
Duquesne University 2006 — 2010
Harold Baxendale's MassMutual Financial Group Experience 1996 - 2000
Job Accountant
Industry Accounting
Experience
Accretive Solutions 2007 - 2007
PwC 2003 - 2007
Deloitte January 2002 - April 2002
MassMutual Financial Group 1996 - 2000
Ford Motor Company 1988 - 1996
Education
Eastern Michigan University 2001 — 2003
Master of Science (M.S.A.), Accounting, 3.5 / 4.0
Eastern Michigan University
Bachelor of Business Administration (B.B.A.), Marketing, 3.0 / 4.0
Accretive Solutions 2007 - 2007
PwC 2003 - 2007
Deloitte January 2002 - April 2002
MassMutual Financial Group 1996 - 2000
Ford Motor Company 1988 - 1996
Education
Eastern Michigan University 2001 — 2003
Master of Science (M.S.A.), Accounting, 3.5 / 4.0
Eastern Michigan University
Bachelor of Business Administration (B.B.A.), Marketing, 3.0 / 4.0
Karolyn Mena, MBA's MassMutual Financial Group Experience November 2010 - April 2012
Job Personal Banker at Bank of America
Industry Financial Services
Experience
Bank of America August 2015 - Present
Wells Fargo May 2014 - August 2015
Independent May 2012 - April 2014
MassMutual Financial Group November 2010 - April 2012
Merrill Lynch October 2006 - October 2010
Merrill Lynch November 2005 - October 2006
Skills
Insurance, Investments, Mutual Funds, New Business Development, Asset Allocation, Equities, Finance, Portfolio Management, Retirement Planning, Series 7, Leadership, Securities, Investment Strategies
Education
La Salle University - School of Business Administration 2008 — 2010
Master of Business Administration, Business Administration
Eastern University 1996 — 2000
BA, Biology
Bank of America August 2015 - Present
Wells Fargo May 2014 - August 2015
Independent May 2012 - April 2014
MassMutual Financial Group November 2010 - April 2012
Merrill Lynch October 2006 - October 2010
Merrill Lynch November 2005 - October 2006
Skills
Insurance, Investments, Mutual Funds, New Business Development, Asset Allocation, Equities, Finance, Portfolio Management, Retirement Planning, Series 7, Leadership, Securities, Investment Strategies
Education
La Salle University - School of Business Administration 2008 — 2010
Master of Business Administration, Business Administration
Eastern University 1996 — 2000
BA, Biology
Tracy Pudlo's MassMutual Financial Group Experience September 2012 - Present
Job New Business Account Manager at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group September 2012 - Present
Hartford Life January 2006 - September 2012
Hartford Life March 2007 - October 2010
MassMutual Financial Group 2001 - 2005
MassMutual Financial Group 2001 - 2005
Skills
401k, Customer Service
Education
Eastern Connecticut State University 1990 — 1994
MassMutual Financial Group September 2012 - Present
Hartford Life January 2006 - September 2012
Hartford Life March 2007 - October 2010
MassMutual Financial Group 2001 - 2005
MassMutual Financial Group 2001 - 2005
Skills
401k, Customer Service
Education
Eastern Connecticut State University 1990 — 1994
Jon Estrellado's MassMutual Financial Group Experience 2002 - 2003
Job VicePresident, Distribution Finance at Futurity First Insurance Group
Industry Insurance
Experience
Futurity First Insurance Group 2008 - Present
MML Investors Services, Inc. 2005 - 2008
MML Investors Services, Inc. 2003 - 2005
MassMutual Financial Group 2002 - 2003
Lincoln Financial Advisors 1999 - 2002
MassMutual Financial Group 1990 - 1999
Skills
Series 7, Financial Planning, Securities, Mergers, Fixed Annuities, Mergers & Acquisitions, Long-term Care, Term Life Insurance, Finance, Financial Advisory, Life Insurance, Strategic Financial..., Business Development, Start-ups, Financial Analysis, Series 24
Education
Eastern Washington University 1987 — 1989
Bachelors, Finance & Economics
Futurity First Insurance Group 2008 - Present
MML Investors Services, Inc. 2005 - 2008
MML Investors Services, Inc. 2003 - 2005
MassMutual Financial Group 2002 - 2003
Lincoln Financial Advisors 1999 - 2002
MassMutual Financial Group 1990 - 1999
Skills
Series 7, Financial Planning, Securities, Mergers, Fixed Annuities, Mergers & Acquisitions, Long-term Care, Term Life Insurance, Finance, Financial Advisory, Life Insurance, Strategic Financial..., Business Development, Start-ups, Financial Analysis, Series 24
Education
Eastern Washington University 1987 — 1989
Bachelors, Finance & Economics
Kristin Laterreur's MassMutual Financial Group Experience November 2008 - August 2011
Job Project Manager
Industry Financial Services
Experience
Quest Diagnostics March 2015 - Present
Ian Somerhalder Foundation March 2014 - September 2015
Quest Diagnostics November 2011 - March 2015
MassMutual Financial Group November 2008 - August 2011
Victoria's Secret November 2004 - October 2008
Walgreens February 2004 - March 2006
Skills
Organization, Databases, Access, Mathematics, SQL, VBA, Logic, Microsoft Excel, Analysis, Mainframe, Microsoft Word, Sybase, Photography, Drawing, Singing, Project Planning, Space Planning, Interior Design, Puzzles, Time Management
Education
Eastern Connecticut State University 2005 — 2008
BS
Quest Diagnostics March 2015 - Present
Ian Somerhalder Foundation March 2014 - September 2015
Quest Diagnostics November 2011 - March 2015
MassMutual Financial Group November 2008 - August 2011
Victoria's Secret November 2004 - October 2008
Walgreens February 2004 - March 2006
Skills
Organization, Databases, Access, Mathematics, SQL, VBA, Logic, Microsoft Excel, Analysis, Mainframe, Microsoft Word, Sybase, Photography, Drawing, Singing, Project Planning, Space Planning, Interior Design, Puzzles, Time Management
Education
Eastern Connecticut State University 2005 — 2008
BS
David Poulnot CFP,CLU, ChFC, CRPC's MassMutual Financial Group Experience June 1991 - May 2006
Job Registered Rep at Lincoln Financial Securities Corp.
Industry Financial Services
Experience
Lincoln Financial Securities Corp. June 2006 - Present
MassMutual Financial Group June 1991 - May 2006
Education
Duke University
AB
Lincoln Financial Securities Corp. June 2006 - Present
MassMutual Financial Group June 1991 - May 2006
Education
Duke University
AB
Mark Arpino's MassMutual Financial Group Experience October 2000 - Present
Job Safety Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2000 - Present
Education
Embry-Riddle Aeronautical University 1983 — 1987
Master of Business Administration (M.B.A.)
MassMutual Financial Group October 2000 - Present
Education
Embry-Riddle Aeronautical University 1983 — 1987
Master of Business Administration (M.B.A.)
Gregory Presthus's MassMutual Financial Group Experience June 2010 - January 2012
Job Financial Services Representative
Industry Financial Services
Experience
Allstate February 2012 - July 2012
MassMutual Financial Group June 2010 - January 2012
Phillips and Company Wealth Strategies October 2006 - March 2009
Skills
Account Management, Marketing, Insurance, Financial Analysis, Financial Services, Negotiation, Finance, Securities
Education
Embry-Riddle Aeronautical University 2000 — 2004
Bachelors, Bachelors of Science
International School of Geneva 1995 — 2000
International Baccalaureate, Higher: Math, Physics, Geography Lower: English, Spanish, Computer Science
Allstate February 2012 - July 2012
MassMutual Financial Group June 2010 - January 2012
Phillips and Company Wealth Strategies October 2006 - March 2009
Skills
Account Management, Marketing, Insurance, Financial Analysis, Financial Services, Negotiation, Finance, Securities
Education
Embry-Riddle Aeronautical University 2000 — 2004
Bachelors, Bachelors of Science
International School of Geneva 1995 — 2000
International Baccalaureate, Higher: Math, Physics, Geography Lower: English, Spanish, Computer Science
Shane August's MassMutual Financial Group Experience January 2011 - Present
Job Financial Service Professional
Industry Financial Services
Experience
MassMutual Financial Group January 2011 - Present
New York Life Insurance Company May 2008 - August 2010
First Investors Corporation June 2006 - September 2006
Skills
Employee Benefits, Retirement, Financial Services, Estate Law, Trust Services, Business Continuity..., Insurance, Networking, Life Insurance, Long-term Care, Strategic Financial..., Small Business, Customer Service, Coaching, Team Building, Public Speaking, Sales, Marketing, Strategic Planning, Budgets
Education
Drexel University 2012 — 2014
Master of Science (M.S.), Commercial Development
Norfolk State University 2003 — 2008
BS, Mass Communications
MassMutual Financial Group January 2011 - Present
New York Life Insurance Company May 2008 - August 2010
First Investors Corporation June 2006 - September 2006
Skills
Employee Benefits, Retirement, Financial Services, Estate Law, Trust Services, Business Continuity..., Insurance, Networking, Life Insurance, Long-term Care, Strategic Financial..., Small Business, Customer Service, Coaching, Team Building, Public Speaking, Sales, Marketing, Strategic Planning, Budgets
Education
Drexel University 2012 — 2014
Master of Science (M.S.), Commercial Development
Norfolk State University 2003 — 2008
BS, Mass Communications
Ken Tanaka's MassMutual Financial Group Experience July 2003 - April 2004
Job Wells Fargo Private Banker
Industry Banking
Experience
Citi February 2006 - April 2013
Citi April 2005 - January 2006
BISYS Fund Services July 2004 - April 2005
MassMutual Financial Group July 2003 - April 2004
Discovery Capital Group June 2001 - February 2002
Skills
Retail Banking, Banking, Loans, Consumer Lending, Credit, Branch Management, Mortgage Lending, Commercial Banking, Small Business Lending, Credit Analysis, Loan Origination, Mortgage Banking, Cross Selling, Branch Banking, Credit Risk
Education
Eckerd College 1996 — 2000
BA International Business, International Business
Franklin Delano Roosevelt
High School Diploma, High School/Secondary Diplomas and Certificates
Citi February 2006 - April 2013
Citi April 2005 - January 2006
BISYS Fund Services July 2004 - April 2005
MassMutual Financial Group July 2003 - April 2004
Discovery Capital Group June 2001 - February 2002
Skills
Retail Banking, Banking, Loans, Consumer Lending, Credit, Branch Management, Mortgage Lending, Commercial Banking, Small Business Lending, Credit Analysis, Loan Origination, Mortgage Banking, Cross Selling, Branch Banking, Credit Risk
Education
Eckerd College 1996 — 2000
BA International Business, International Business
Franklin Delano Roosevelt
High School Diploma, High School/Secondary Diplomas and Certificates
Laney Johnson's MassMutual Financial Group Experience January 2013 - Present
Job Client Relationship Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford July 2007 - January 2013
Aon Consulting June 2005 - February 2007
RidgeCrest Retirement Community May 1998 - May 2005
Skills
Microsoft Office, PowerPoint, Customer Relations, Client Service, Word, Excel, 401k, Series 6, Process Improvement, Microsoft Word, Microsoft Excel, Account Management, Customer Service, Operations Management, Client Services, Strategic Planning, Insurance, Employee Benefits, CRM, Sales, Team Building
Education
East Carolina University - College of Business 1980 — 1984
BSBA, Decision Science
Clayton High School
MassMutual Financial Group January 2013 - Present
The Hartford July 2007 - January 2013
Aon Consulting June 2005 - February 2007
RidgeCrest Retirement Community May 1998 - May 2005
Skills
Microsoft Office, PowerPoint, Customer Relations, Client Service, Word, Excel, 401k, Series 6, Process Improvement, Microsoft Word, Microsoft Excel, Account Management, Customer Service, Operations Management, Client Services, Strategic Planning, Insurance, Employee Benefits, CRM, Sales, Team Building
Education
East Carolina University - College of Business 1980 — 1984
BSBA, Decision Science
Clayton High School
Laurie Hinze's MassMutual Financial Group Experience May 2015 - Present
Job Project Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2015 - Present
MassMutual Financial Group June 2012 - Present
MassMutual Financial Group May 2000 - Present
Skills
SDLC, Vendor Management, Management, Business Analysis, Requirements Gathering, Requirements Analysis
Education
Eastern Connecticut State University 1993 — 1995
Bachelor's degree, Psychology
Manchester Community College 1991 — 1993
Associate's degree, General Studies
MassMutual Financial Group May 2015 - Present
MassMutual Financial Group June 2012 - Present
MassMutual Financial Group May 2000 - Present
Skills
SDLC, Vendor Management, Management, Business Analysis, Requirements Gathering, Requirements Analysis
Education
Eastern Connecticut State University 1993 — 1995
Bachelor's degree, Psychology
Manchester Community College 1991 — 1993
Associate's degree, General Studies
Benjamin Hudnall's MassMutual Financial Group Experience September 2014 - Present
Job Operations Data Management Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 2014 - Present
BNY Mellon July 2013 - September 2014
BNY Mellon February 2012 - July 2013
ZRG Partners January 2012 - February 2012
I.E.W.C July 2011 - September 2011
AIG August 2008 - September 2008
Skills
Microsoft Office, Financial Analysis, Financial Reporting, Fund Accounting, Management, Auditing, Institutional Accounting, Bloomberg Software, BNYM IAX Software, SAP, PCOMM 5.5, Equities, Fixed Income, Financial Services, Sales
Education
University of Massachusetts, Amherst 2008 — 2012
BA, Economics
Drexel University 2007 — 2008
BS, Business Administration
Westborough High School 2003 — 2007
MassMutual Financial Group September 2014 - Present
BNY Mellon July 2013 - September 2014
BNY Mellon February 2012 - July 2013
ZRG Partners January 2012 - February 2012
I.E.W.C July 2011 - September 2011
AIG August 2008 - September 2008
Skills
Microsoft Office, Financial Analysis, Financial Reporting, Fund Accounting, Management, Auditing, Institutional Accounting, Bloomberg Software, BNYM IAX Software, SAP, PCOMM 5.5, Equities, Fixed Income, Financial Services, Sales
Education
University of Massachusetts, Amherst 2008 — 2012
BA, Economics
Drexel University 2007 — 2008
BS, Business Administration
Westborough High School 2003 — 2007
Christopher Sliva's MassMutual Financial Group Experience January 2013 - Present
Job Retirement Plan Service Representative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford April 2008 - December 2012
University of Connecticut August 2005 - December 2007
Skills
Strong research and..., Effective communicator;..., Highly organized, ..., Excellent interpersonal..., Ability to gather and..., Strong working...
Education
University of Connecticut 2005 — 2007
Bachelor of Arts (BA), History
Eastern Connecticut State University 2003 — 2005
MassMutual Financial Group January 2013 - Present
The Hartford April 2008 - December 2012
University of Connecticut August 2005 - December 2007
Skills
Strong research and..., Effective communicator;..., Highly organized, ..., Excellent interpersonal..., Ability to gather and..., Strong working...
Education
University of Connecticut 2005 — 2007
Bachelor of Arts (BA), History
Eastern Connecticut State University 2003 — 2005
Soc Deacon's MassMutual Financial Group Experience June 2004 - Present
Job Assistant Vice President, Retirement Services Investment Communications at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group June 2004 - Present
The Phoenix Companies 2002 - 2004
Nvest Funds 1998 - 2000
Skills
Marketing Communications, Product Marketing, Team Management, Creative Writing, Investment Writing, Technical Writing, Sales Writing, Press Releases, Copy Editing, Presenting, Investment Products, Retirement Products, Financial Markets, FINRA Communications..., Typography, Investments, Communications Planning, Insurance, Leadership, Marketing Strategy, Mutual Funds, Relationship Management, Retirement, Securities
Education
Drew University
Bachelor of Arts (B.A.), English Literature
MassMutual Financial Group June 2004 - Present
The Phoenix Companies 2002 - 2004
Nvest Funds 1998 - 2000
Skills
Marketing Communications, Product Marketing, Team Management, Creative Writing, Investment Writing, Technical Writing, Sales Writing, Press Releases, Copy Editing, Presenting, Investment Products, Retirement Products, Financial Markets, FINRA Communications..., Typography, Investments, Communications Planning, Insurance, Leadership, Marketing Strategy, Mutual Funds, Relationship Management, Retirement, Securities
Education
Drew University
Bachelor of Arts (B.A.), English Literature
Maureen Huber's MassMutual Financial Group Experience January 2015 - Present
Job Executive Assistant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2015 - Present
Benistar Administrative Services, Inc. June 2011 - December 2014
Peaberry's Cafe March 2011 - June 2011
Peaberry's Cafe March 2005 - March 2011
Skills
Microsoft Excel, Microsoft Outlook, Adobe Acrobat, Client Relations Skills, Customer Service, Employee Benefits, Health Insurance, Insurance
Education
Eastern Connecticut State University 2006 — 2010
Bachelor of Science (B.S.), Biology, General
MassMutual Financial Group January 2015 - Present
Benistar Administrative Services, Inc. June 2011 - December 2014
Peaberry's Cafe March 2011 - June 2011
Peaberry's Cafe March 2005 - March 2011
Skills
Microsoft Excel, Microsoft Outlook, Adobe Acrobat, Client Relations Skills, Customer Service, Employee Benefits, Health Insurance, Insurance
Education
Eastern Connecticut State University 2006 — 2010
Bachelor of Science (B.S.), Biology, General
Frederick (Fred) Nyberg's MassMutual Financial Group Experience February 2013 - August 2014
Job Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
MassMutual Financial Group February 2013 - August 2014
New York Life Insurance Company July 2000 - January 2013
NYLIFE Securities 2000 - 2013
Yakima Valley Nursery Inc May 1975 - December 1999
Skills
Business Analysis, Estate Planning, Investments, Strategic Financial..., Retirement, Investment Advisory, Financial Analysis, Financial Advisory, Securities, Equities, Series 7, Series 6, Series 63, IRAs, 401k, Insurance, Disability Insurance, Life Insurance, Long-term Care, Term Life Insurance, Variable Annuities, Financial Planning
Education
Eastern Washington University 1975 — 1977
Bachelar of Arts in Education, Physical education and SocialSstudies
University of Utah 1974 — 1975
none, Education
Spokane Community College 1972 — 1974
Associate of Arts (AA), General Studies
Principal Financial Group September 2015 - Present
MassMutual Financial Group February 2013 - August 2014
New York Life Insurance Company July 2000 - January 2013
NYLIFE Securities 2000 - 2013
Yakima Valley Nursery Inc May 1975 - December 1999
Skills
Business Analysis, Estate Planning, Investments, Strategic Financial..., Retirement, Investment Advisory, Financial Analysis, Financial Advisory, Securities, Equities, Series 7, Series 6, Series 63, IRAs, 401k, Insurance, Disability Insurance, Life Insurance, Long-term Care, Term Life Insurance, Variable Annuities, Financial Planning
Education
Eastern Washington University 1975 — 1977
Bachelar of Arts in Education, Physical education and SocialSstudies
University of Utah 1974 — 1975
none, Education
Spokane Community College 1972 — 1974
Associate of Arts (AA), General Studies
Ryan Dominguez's MassMutual Financial Group Experience June 2015 - August 2015
Job Barista at Starbucks
Industry Financial Services
Experience
Starbucks July 2013 - Present
MassMutual Financial Group June 2015 - August 2015
MassMutual Financial Group July 2014 - August 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Leadership, Sales, Teamwork, Management, Social Media
Education
Eastern Illinois University 2013 — 2017
Starbucks July 2013 - Present
MassMutual Financial Group June 2015 - August 2015
MassMutual Financial Group July 2014 - August 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Leadership, Sales, Teamwork, Management, Social Media
Education
Eastern Illinois University 2013 — 2017