MassMutual Financial Group
The Massachusetts Mutual Life Insurance Company, founded in 1851, is an American mutual life insurance company serving five million clients. With headquarters in Springfield, Massachusetts, the company employs more than 7,000 in the United States, and a total of 10,614 internationally. Headquarters: Springfield, Massachusetts, United States Revenue: 29.6 billion USD (2016) Founder: George W. Rice Founded: 1851, Springfield, Massachusetts, United States Subsidiaries: Barings, OppenheimerFunds, Executives: Roger W. Crandall (CEO, President, Chairperson),
MassMutual Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MassMutual Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
MassMutual Financial Group Salaries. You can even request information on how much does MassMutual Financial Group pay if you want to. Learn about salaries, pros and cons of working for MassMutual Financial Group directly from the past employees.
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MassMutual Financial Group Employees
Sid Mashburn and Ann Mashburn August 2015 - Present
McKinsey & Company August 2014 - August 2015
McKinsey & Company August 2012 - August 2014
McKinsey & Company May 2011 - August 2011
AT&T May 2010 - August 2010
MassMutual Financial Group May 2009 - August 2009
Skills
Competitive Analysis, Data Analysis, Operations Management, Financial Analysis, Strategy, Organizational..., Management Consulting, Analytics, Leadership, Analysis, Corporate Finance, Coaching, Process Improvement, Business Process..., Business Strategy, Mergers & Acquisitions, Business Analysis, Cloud Computing, Financial Modeling
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Info. Systems & Operations Management, Organization & Management.
Fayette County High School 2004 — 2008
Farmers Insurance July 2014 - Present
MassMutual Financial Group October 2013 - May 2014
New York Life Insurance Company November 2012 - October 2013
PNC 2008 - 2009
Citigroup 1999 - 2002
First Union National Bank 1999 - 1999
International Finance Bank (IFB) 1996 - 1998
Home Savings of America 1991 - 1996
Skills
Investments, Strategic Financial..., Portfolio Management, Insurance, Financial Services, Life Insurance, Banking, Estate Planning, Risk Management, Finance, Leadership, Loans, Retail Banking, Wealth Management, Securities, Private Banking, Term Life Insurance, Investment Banking, Asset Management, Disability Insurance, Trust Services, Trust Management, Capital Markets, Derivatives, Private Equity, Mergers & Acquisitions, Private Pilot, Fixed Annuities, Health Insurance, Bank Operations, Credit and Lending, Long Term Care Insurance, Retirement Planning, Long-term Care, Whole Life, Economics, STEAM Coach, Menor for Aviation, Retirement, Management
Education
Florida Atlantic University 1986 — 1989
Finance and Corpoate Management
Florida International University 1980 — 1984
Studies concentrates in Finance and Corporate Mmgt
Pontificia Universidad Catolica del Ecuador 1980 — 1984
Law
Colegio Aleman 1966 — 1977
American Insurance & Financial Services January 2006 - Present
MassMutual Financial Group January 2012 - January 2013
Skills
Disability Insurance, Annuities, Retirement Planning, Long Term Care, Insurance, Commercial Insurance, Professional Liability, General Liability, Property & Casualty..., Life Insurance, Legal Liability, Fixed Annuities, Liability, General Insurance, Universal Life, Casualty, Small Business, Long-term Care, Risk Management, Retirement, Umbrella Insurance, Whole Life, Health Insurance
Education
Florida Atlantic University 2000 — 2005
Bachelor of Arts
MassMutual Financial Group July 2013 - Present
MassMutual Financial Group May 2011 - Present
MassMutual Financial Group April 2006 - May 2011
MassMutual October 1998 - April 2006
Skills
Event Management, Marketing, Meeting Planning, Event Planning, Marketing Communications, Trade Shows, Account Management, Corporate Events, Customer Service, Sales Management, Leadership, Social Media Marketing, Negotiation, Management, Sales, Budgets, Marketing Strategy, CRM, Salesforce.com, Email Marketing, Direct Marketing, Market Research, Lead Generation, Insurance, Life Insurance
Education
Western New England College 1990 — 1992
Endicott College 1988 — 1990
Marketing & Management
Agawam High
MassMutual Financial Group Financial Services Professional / Registered RepresentativeMassMutual Financial Group$
Skills
Insurance, Retirement, Disability Insurance, Long Term Care Insurance, Employee Benefits, Life Insurance, Long-term Care, Retirement Planning, Financial Services, Fixed Annuities, Health Insurance, Term Life Insurance, 401k, Investments, Financial Planning, Underwriting, Small Business
Education
Florida International University 1972 — 1976
Bachelor's degree.MBA, Marketing
CIGNA April 2011 - February 2015
The Creative Group 2015 - 2015
The Creative Group 2015 - 2015
The Creative Group 2015 - 2015
Nutmeg Television April 2011 - February 2012
TRAVELERS January 2000 - May 2010
MassMutual Financial Group June 1996 - September 2000
Skills
Testing, Quality Assurance, Customer Relations, Public Speaking, Microsoft Office, Project Planning, Production, Windows, Microsoft Excel, Mentoring, Excel, PowerPoint, Word, Customer Service, Writing, Application Development, Problem Solving, Creative Writing, SDLC, Process Improvement, Requirements Analysis
Education
Five Towns College 1990 — 1992
Associates, Audio/Video Production
MassMutual Financial Group May 2014 - Present
Value Medical August 2012 - Present
One Source Medical Group February 2011 - December 2011
Skills
Healthcare, Customer Service, Medical Devices, Process Improvement, Sales Force Development, Public Speaking, Sales Operations, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
FIU 1988 — 1990
BA, International Relations
Florida International University 1988 — 1990
Bachelor of Arts (B.A.), International Relations and Affairs
Vere Global August 2013 - Present
MassMutual Financial Group August 2009 - August 2013
Ameriprise Financial 2008 - 2009
Yesterday's Business Computers -YBC July 2007 - August 2008
Skills
Investment Advisory...
Education
Florida State University
BS, Economics
University of South Florida
McAdam Financially Advanced™ May 2014 - Present
First Colonial Group LLC May 2013 - August 2013
World Wrestling Entertainment January 2013 - May 2013
MassMutual Financial Group July 2012 - September 2012
Gateserver.com June 2012 - August 2012
Skills
Investments, Asset Management, Valuation, Real Estate, Financial Analysis, Portfolio Management, Strategic Financial..., Finance, Retirement Planning, Insurance, Financial Modeling, Risk Management, Investment Strategies, Mutual Funds, Microsoft Excel, Accounting, Wealth Management, Tax, Investor Relations, Due Diligence, Venture Capital, Fixed Annuities, Financial Services, Life Insurance, Series 7, Financial Risk, Cash Management, Securities, Marketing, Microsoft Word, Hedge Funds, Equities, Private Equity, Alternative Investments, Analysis, Investment Advisory, Real Estate Economics, Bloomberg Terminal, Team Leadership
Education
Fairfield University 2010 — 2014
Bachelor of Business, Finance / Computer Science (minor)
MassMutual Financial Group 2009 - Present
Biodefense February 2007 - May 2008
Skills
Retirement, Disability Insurance, Employee Benefits, Financial Services, Finance, Sales, Insurance, Marketing, Fixed Annuities, Long Term Care Insurance, Pensions, Estate Planning, 401k, Retirement Planning, Wealth, Asset Allocation, Wealth Management, IRAs, Bonds, Securities, Mutual Funds, Investments, Entrepreneurship, Financial Planning
Education
Emmanuel College
Bachelors, Business Administration
PeopleWorks Consulting, Inc January 1995 - Present
EMC November 2009 - October 2010
MassMutual Financial Group March 2009 - November 2009
RSA The Security Division of EMC March 2007 - December 2008
EMC January 2006 - December 2006
Hewlett-Packard January 2003 - December 2006
John Hancock January 1998 - July 2002
Fidelity Investments Trust Company January 1998 - December 2000
John Hancock June 1999 - January 2000
Fidelity Investments Fund Accounting March 1998 - November 1998
Skills
Training, Instructional Design, Captivate, E-Learning, Project Planning, SharePoint, Software Documentation, Instructor-led Training, Employee Training, Project Management, FrameMaker, Technical Writing, Technical Training, MS Project, Analysis, Performance Consulting, Training Needs Analysis, Microsoft Office, Coaching, Technical Documentation, Workshop Facilitation, ADDIE, Needs Analysis, Business Analysis, Management, Strategy, Management Consulting, Sales, Dreamweaver, Articulate Storyline
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, business
Boston University
Master of Education, Educational Media
Fitchburg State College
Bachelor of Science (B.S.), Communications Media
Passim School of Music
Acoustic Guitar
College Funding Access January 2015 - Present
MassMutual Financial Group 2013 - Present
Saintilien Insurance Group January 2011 - Present
Collonial Life 2011 - Present
Saintilien Global Services June 2009 - Present
Insphere Insurance Solutions 2010 - 2010
IRT December 2007 - March 2009
Precision Response Corporation June 2005 - December 2007
Skills
Business Development, Management, Insurance, Marketing, Sales, Employee Benefits, Life Insurance, Advertising, Customer Retention, Medicare, Access, Small Business, Health Insurance, Public Speaking, Leadership, Fundraising, Employee Training, Team Building, Training, Strategy, New Business Development, Long-term Care, Coaching, Event Planning, Strategic Planning, Retirement, Sales Management, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Whole Life, Term Life Insurance, Business Planning
Education
Florida International University 2001 — 2002
Marketing
North Miami Senior High 1997 — 2000
MassMutual Financial Group December 2013 - Present
Combined Insurance June 2013 - September 2013
United States Marine Corps June 1988 - November 2009
Skills
Marketing, Retirement, Employee Benefits, Insurance, Financial Services, Retirement Planning, Fixed Annuities, Life Insurance, Series 63, Mutual Funds, Sales, Long Term Care Insurance, Leadership, Customer Service, Public Speaking, Team Building, Microsoft Office, Event Planning
Education
University of North Florida 2010 — 2012
Bachelor of Arts (B.A.), History
Florida State College at Jacksonville 2009 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
West Seneca East
YMCA of Arlington May 2015 - Present
Kmart Corporation November 2014 - February 2015
Barnes & Noble March 2014 - September 2014
FutureWorks July 2012 - August 2012
MassMutual Financial Group October 2011 - January 2012
Skills
Leadership, Microsoft Excel, Time Management, Social Media Marketing, Customer Service, Microsoft Word, Data Entry, Teamwork, Problem Solving, Event Planning, Food, Microsoft Office, Public Speaking, Fast Learner, Team Management, Person Centered Planning
Education
Fitchburg State University 2012 — 2016
Bachelor's Degree, Human Services, General, Junior
Springfield Technical Community College 2012 — 2013
High School, General Studies, 3.3
High School of Commerce 2008 — 2012
High School Diploma, General Studies
MassMutual Financial Group April 2013 - Present
Los Angeles February 2010 - Present
CA January 2004 - Present
Gregory Way Apartments November 2010 - December 2012
McCormick & Schmick’s Restaurant March 2004 - September 2011
Capo Restaurant November 2009 - June 2011
Paramount Pictures September 2000 - December 2000
Shawmut Design & Construction July 1998 - January 2000
Skills
Proficient in Microsoft..., Entertainment, Music, Leases, Social Media, Tenant, Microsoft Office, Sales, Social Media Marketing, Advertising, Marketing Strategy, Public Speaking, Project Management, Customer Service, Financial Advisory, Microsoft Excel, Marketing, Event Planning, Event Management, Public Relations, Television
Education
Second City 2003 — 2003
Emerson College 1998 — 2002
BA, Theater Studies, PR mInor
National Multiple Sclerosis Society March 2014 - Present
NECN December 2013 - Present
WGBY March 2002 - Present
MassMutual Financial Group May 1991 - Present
New England Cable News February 2011 - March 2014
Curry College January 2011 - May 2011
WBZ TV December 1999 - November 2010
WFXT TV July 1996 - November 1999
WGGB-TV January 1991 - July 1996
Skills
ENPS, Broadcast, Avid, Television, Video Production, Broadcast Television, Storytelling, Interviews, Public Speaking, Writing, Breaking News, News Reporting, News Anchoring, Web-based Reporting, Communication, Radio, Media Relations, Public Relations, Copy Editing, Blogging, Videography, Editing, Voice Acting, Video Editing, Press Releases, Journalism, Social Media, Facebook, Publicity, Broadcast Journalism, News Writing, New Media
Education
Fitchburg State College
BS, Comm/Media
MassMutual Financial Group January 2014 - Present
AXA Advisors, LLC July 2010 - January 2014
Intermediate School 93 January 2000 - February 2011
Warburg Pincus Funds February 1997 - January 2000
JPMorgan Chase January 1994 - August 1996
Skills
Retirement Planning, Securities, Investments, Strategic Financial..., Fixed Annuities, Financial Planning, Annuities, Financial Analysis, Mutual Funds, Estate Planning, Insurance, Fixed Income, Risk Management, Term Life Insurance, Universal Life, Whole Life, Series 7, Series 66, Long Term Care, Medicare Supplements, Alternative Investments, Income Protection, Holistic Financial..., Life Insurance, Disability Insurance, 401k Rollovers, Qualified Retirement...
Education
Queens College 1994 — 1996
BA, Economics
Farmingdale State University of New York 1991 — 1993
A.S., Business Administration
SEDA Construction Company April 2013 - Present
MassMutual Financial Group October 2011 - January 2013
Collins Builders, L.L.C August 2006 - August 2011
Collins Builders L.L.C. April 2004 - August 2006
M.S.M. Landscaping, Inc. June 1999 - April 2004
Skills
Microsoft Office, Management, Leadership, Team Building, New Business Development
Education
Florida Technical College 2005 — 2005
Georgia Southern University
Pepe Auto Group November 2014 - Present
Nordstrom May 2014 - November 2014
Nordstrom February 2013 - April 2014
Nordstrom September 2012 - February 2013
Nordstrom December 2010 - September 2012
Nordstrom March 2008 - December 2010
Stop & Shop July 1993 - December 2010
Nordstrom February 2009 - January 2010
MassMutual Financial Group May 2002 - July 2007
Skills
Customer Service, Retail, Merchandising, Inventory Management, Hiring, Scheduling, Coaching, Training, Management, Sales, Leadership, CRM, Microsoft Office, Store Management, Trend Analysis, Fashion, Apparel, Visual Merchandising, Process Scheduler
Education
Asnuntuck Community College 1999 — 2002
AS, Communications, Sociology
Endicott College 2000 — 2001
Communications
Hopkins Academy 1991 — 1994
HS Diploma
MassMutual Financial Group June 2001 - Present
LightSpeed Software May 2001 - June 2001
Thomson Financial November 2000 - June 2001
Chiliad October 2000 - April 2001
Pleasant Street Technologies April 2000 - October 2000
Thomson News and Research February 1999 - April 2000
Sovereign Hill Software September 1996 - January 1999
CNC Innovations November 1992 - September 1996
Skills
Agile, J2EE, Unix, XML, Software Development, Java, HTML, Websphere, C++, SOA, SDLC, Application Development, JSP, Web Services, JavaScript, Java Enterprise Edition, Agile Methodologies, Business Intelligence, Requirements Analysis, Architecture, Solution Architecture, Enterprise Architecture, DB2, Enterprise Software, Application Architecture, Requirements Gathering, SharePoint, Data Warehousing, Data Modeling, Systems Analysis, Business Requirements, IT Strategy, Visio, TOGAF
Education
Rensselaer Polytechnic Institute at Hartford 2001 — 2003
Master's degree
Fitchburg State University 1988 — 1992
BS
Crimson Hexagon January 2015 - Present
Brafton Inc. June 2014 - December 2014
Indeed.com January 2014 - May 2014
The Landing May 2013 - August 2013
MassMutual Financial Group June 2012 - August 2012
KNB Communications January 2012 - May 2012
Longmeadow Flowers August 2008 - September 2009
Skills
Media Relations, Public Relations, Social Media, Microsoft Excel, Microsoft Office, Customer Service, Marketing, Web-based Communication, Positive Team Player, Public Speaking, Leadership, Research, Internal Communications, Strategic Communications, Social Networking, Microsoft Word, PowerPoint
Education
Fairfield University 2010 — 2014
Bachelor of Applied Science (BASc), Cum Laude, Marketing/Business
Longmeadow High School 2006 — 2010
Boeing April 2014 - Present
MassMutual Financial Group June 2012 - August 2012
Scanwell June 2011 - August 2011
Skills
Photoshop, Photography, Videography, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Financial Reporting, Data Analysis, Financial Analysis, Teamwork
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor's degree, Finance, General
ESCP Europe 2012 — 2012
MassMutual Financial Group September 2011 - Present
Capstone Financial Partners January 2000 - August 2011
The MONY Group April 1998 - December 1999
Skills
Financial Advisor..., Management Development...
Education
Fairfield University 1987 — 1991
BS Accounting, Accounting
Our Lady of Lourdes 1983 — 1987
Florida Atlantic University May 2011 - Present
University of Miami, Miller School of Medicine (UMMSM) at Florida Atlantic University June 2007 - April 2011
Florida Atlantic University (FAU) November 2004 - June 2007
MassMutual Financial Group July 2003 - November 2004
Life Care Retirement Communities, Harbour's Edge January 2002 - March 2002
Bank of America May 1991 - December 2001
Skills
PowerPoint, Customer Service, Public Speaking, Microsoft Office, Time Management, Higher Education, Interviews, Recruiting, Research, Event Planning, Human Resources, Social Media, Microsoft Word, Data Entry, Educational Leadership, Leadership Development, Social Networking, Public Relations, Microsoft Excel, Event Management, Marketing, Higher Education..., Collegiate Course..., Physician and Executive..., Training, Management, Leadership, Community Outreach
Education
Kaplan University 2013 — 2014
Master in Business Administration (M.B.A.), Business Administration, Management and Operations
Florida Atlantic University 2001 — 2003
Bachelor of Science, Human Resource Management
Serenity Yoga Studio March 2012 - Present
The Elizabeth House May 2011 - August 2011
HerExchange.com September 2010 - May 2011
Instant Imprints of Delaware January 2011 - March 2011
Dick's Sporting Goods August 2010 - January 2011
WGBH September 2009 - December 2009
Jumpstart January 2008 - August 2009
MassMutual Financial Group May 2008 - August 2008
Skills
Social Media, Non-profits, Editing, Public Relations, Journalism, Social Media Marketing, Public Speaking, Fundraising, Nonprofits, Community Outreach, Creative Writing, Teaching
Education
Emerson College 2006 — 2009
Communications/ Focus in Writing, Writing for Film and Television; Fiction; Visual Arts; Education; Public Relations
Edward Jones August 2013 - Present
Express Scripts November 2006 - August 2013
MassMutual Financial Group May 2005 - August 2005
Skills
Organizational..., Change Management, Leadership Development, Team Building, Organizational..., Performance Management, Talent Management, Succession Management, Project Management, Surveys and Assessments, Employee Engagement, Strategic Planning, Leadership Coaching, Development Planning, Facilitation, Consulting
Education
Florida State University
Bachelor's Degree, Sociology; Dual Minors Business and Communications
Springfield College
MS, Industrial/Organizational Psychology
GEICO June 2014 - January 2015
PLS Logistics Services 2015 - 2015
Walt Disney World May 2011 - June 2014
MassMutual Financial Group January 2014 - May 2014
Florida Southern College August 2012 - April 2014
Skills
Customer Service, Sales Operations, Telecommunications, Analytic Problem Solving, Team Leadership, Typing, Research, Project Planning, Inventory Management, Market research, Negotiation, prospect generation, cost estimaiton, Market Research, Management
Education
Florida Southern College 2010 — 2014
Bachelor of Arts (B.A.), Major in English: Writing and Minor in Business Administration, 3.4
Vanderbilt Financial Group July 2014 - Present
Vanderbilt Financial Group March 2013 - July 2014
MassMutual Financial Group June 2012 - March 2013
UBS Wealth Management November 2011 - June 2012
Skills
Series 7, Finance, Retirement, Securities, Disability Insurance, Insurance, Life Insurance, Financial Operations, Long Term Care Insurance, Strategic Financial..., Asset Allocation, Equities, Financial Planning, Financial Services, Mutual Funds, Fixed Income, Wealth Management, Investments
Education
Farmingdale State University of New York 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Management, minor in Sports Management
Chaminade High School 2001 — 2005
The Guardian Life Insurance Company of America 2010 - April 2015
MassMutual Financial Group 2006 - 2009
MassMutual Financial Group 2005 - 2006
MassMutual Financial Group 2000 - 2005
The Guardian Life Insurance Company of America 1998 - 1999
MassMutual Financial Group 1996 - 1998
MassMutual Financial Group 1995 - 1996
MassMutual Financial Group 1990 - 1995
Northwestern Mutual 1988 - 1990
MONY Financial Services 1986 - 1987
Skills
Financial Services, Recruiting, Customer Retention, Series 7, Disability Insurance, Fixed Annuities, Retirement, Retirement Planning, Life Insurance, Long-term Care, Employee Benefits, Insurance, Health Insurance, Strategic Financial..., Mutual Funds, Succession Planning, 401k, Estate Planning, Wealth Management, Investments
Education
American College, 1989 — 1998
CLU and ChFC, Financial Planning and Services
Fairfield University
BA, History, Education, 3.85 out of 4.0
MassMutual Financial Group January 2011 - Present
Sentry Insurance December 2009 - December 2010
Education
ESADE Business & Law School 2007 — 2008
Spanish
Northern Arizona University 2004 — 2007
Bachelor of Science, Hospitality and Tourism
Scottsdale Community College 2005 — 2006
AA, Culinary Arts
Genworth Financial March 2014 - Present
MassMutual Financial Group December 2011 - June 2013
Ameriprise Financial Services, Inc. December 2010 - November 2011
Fidelity Investments August 2000 - February 2010
Sovereign Bank / LPL 2010 - 2010
Wells Fargo Financial 1998 - 2000
Skills
Financial Services, Banking, Securities, Retirement, Fixed Annuities, Finance, Mutual Funds, Series 7, Investment Advisory, Loans, Retirement Planning, Wealth Management, Series 63, Insurance, Credit, Employee Benefits, Recruiting, Investments, Sales
Education
Merrimack College 2001 — 2003
CFP, Financial Planning
Florida State University
University of New Hampshire
West High School
MassMutual Dallas - Fort Worth 2010 - Present
MassMutual Financial Group 2003 - Present
OppenheimerFunds 1998 - 2003
John Nuveen, INC. October 1993 - July 1998
Education
Florida Atlantic University 1989 — 1993
Finance
MassMutual Financial Group September 2004 - Present
The Hartford February 2004 - August 2010
Education
Fitchburg State University 1999 — 2003
Bachelor, Marketing
State Farm January 2015 - Present
Gas Station TV July 2014 - November 2014
Baker College January 2013 - March 2014
MassMutual Financial Group January 2010 - December 2012
New York Life Insurance Company February 2009 - January 2010
Grosse Pointe News October 2001 - December 2008
Ferris State University July 1998 - December 1999
WDIV-TV May 1999 - August 1999
Education
Ferris State University 1995 — 1999
Bachelor of Science (B.S.), Marketing
Bishop Gallagher High School 1991 — 1995
MassMutual Financial Group August 2014 - Present
Ballparkratings.com March 2012 - Present
Kim and Associates May 2013 - August 2013
Houston Astros April 2008 - September 2012
Skills
Business Analysis, Social Research, Strategic Planning, Legal Writing, Creative Writing, Public Relations, Fundraising, Economics, Human Resources, Sustainable Business...
Education
Emory University - Goizueta Business School 2012 — 2014
Bachelor of Business Administration (BBA), Primary Depth: Strategic and Management Consulting; Secondary Depth: Business and Society
Emory University 2009 — 2014
Bachelor of Arts (B.A.), Sociology
GE January 2013 - Present
GE 2010 - 2012
GE 2008 - 2010
MassMutual Financial Group 2006 - 2008
Motorola Solutions 2004 - 2006
Skills
Black Belt, Six Sigma, Project Management, Data Analysis, Tactical Planning, Drive Results, Creative Problem Solving, Process Improvement, Program Management, Operations Management, Inventory Management, Strategic Planning, Financial Analysis, Customer Engagement, Clear Thinker, Metrics Driven
Education
Nova Southeastern University 2005 — 2006
Master of Business Administration (MBA), Business Administration, Management and Operations
Florida Agricultural and Mechanical University 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Health/Health Care Administration/Management
Citizens State Bank - Florida July 2014 - Present
Lee and Associates January 2013 - August 2013
MassMutual Financial Group May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Florida Gulf Coast University 2010 — 2014
Finance and Financial Management Services
The London School of Economics and Political Science (LSE) 2011 — 2011
Judgement and Decision Making
CHINA CITIC BANK 2013 - 2013
Marriott International 2013 - 2013
MassMutual Financial Group August 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Marketing, Spanish, Data Analysis, Microsoft Word, Customer Service, Market Research, Teamwork, Financial Analysis, Sales, Argus Modeling, R programming, Opera
Education
Florida International University 2014 — 2015
Master's Degree, Real Estate
Tianjin Foreign Studies University 2008 — 2012
Bachelor of Business Administration (BBA), International Business/Trade/Commerce
The University of Hong Kong
marketing, accounting, intronational policy
Moody's Analytics February 2015 - Present
Moody's Analytics August 2013 - January 2015
Cammack LaRhette Consulting January 2012 - August 2013
MassMutual Financial Group May 2010 - December 2011
JPMorgan Chase May 2008 - September 2008
Skills
Fixed Income, Financial Markets, Bonds, Credit Risk, Account Management, Credit Derivatives, Relationship Management, Credit Analysis, Mathematics, Bond Markets, Relationship Development, Sales, Consulting, Stress Testing, Risk Management, Market Risk, Structured Analysis, Fixed Assets, Management Consulting, C-Level Presentations, C-Level Relationships, C-Level Executive..., Data Analysis, Data Modeling, Liquidity Risk, Loan Origination, Restrictive Covenants, ALM, ALLL, Capital Adequacy, Economic Capital, Regulatory Submissions, Regulatory Requirements, Regulatory Compliance, Financial Regulation, CCAR, Dodd-Frank
Education
Fairfield University 2006 — 2010
Bachelor of Science, Mathematics
Donovan High School 2002 — 2006
Lincoln Financial Group July 2014 - Present
MassMutual Financial Group March 2014 - June 2014
Travelers January 2008 - April 2014
AMS Services January 2007 - January 2008
Skills
Leadership, Agile Methodologies, Business Analysis, ITIL, Property & Casualty..., Insurance, Requirements Gathering, SDLC, Test Management, Test Planning, Testing, Underwriting, Waterfall, User Acceptance Testing, Visio, Business Requirements, SharePoint, Test Strategy, Process Improvement, Requirements Analysis, Project Management, System Testing, Management, Agile Project Management, Product Management, Consulting, Test Cases, Agile, Training, Quality Assurance, Analysis, Risk Management, Customer Service, Vendor Management
Education
Florida Memorial College 1994 — 1996
Some
AIG October 2014 - Present
Liberty Mutual Insurance January 2014 - October 2014
MassMutual Financial Group June 2012 - October 2013
Paramount Life & General Insurance Corporation March 2005 - April 2012
Paramount Life & General Insurance Corporation August 2004 - March 2005
AIG July 2002 - July 2004
AXA Philippines March 2000 - June 2002
Aetna February 1998 - February 2000
Benpres Holdings Corporation April 1994 - February 1998
The Insular Life Assurance Co. Ltd November 1991 - July 1993
Skills
Leadership Development, Insurance, Underwriting, Claims, Business Planning, Leadership, Management, New Business Development, Training, Strategy, Life Insurance, Business Development, Recruiting, Start-ups, Marketing, Employee Benefits
Education
Far Eastern University 1988 — 1991
Bachelor of Science, Management
Far Eastern University Institute Of Accounts 1987 — 1991
BSC, Business Management
MassMutual Financial Group December 2012 - Present
Mutual of America August 2010 - December 2012
Mutual of America August 2010 - December 2012
North Shore Financial Group an Office of MetLife December 2007 - August 2010
Skills
403B, 401k, Defined Benefit, Defined Contribution, Series 6, Series 63, NY Life and Health...
Education
Hofstra University 2004 — 2006
BBA, Management, Zarb School of Business
Farmingdale State College 2001 — 2003
AAS, Liberal Arts
MassMutual Financial Group March 2015 - Present
UMass Medical School May 2014 - February 2015
Dyn March 2014 - May 2014
Biomedical Polymers June 2013 - March 2014
Arcadia Solutions May 2013 - June 2013
EMC February 2012 - February 2013
Courion Corporation 2010 - 2012
MetraTech 2008 - 2009
eBay Enterprise Marketing Solutions (formerly e-Dialog) 2008 - 2008
Avidyne 2005 - 2008
Skills
Technical Recruiting, Talent Acquisition, Employee Relations, Requirements Analysis, Internet Recruiting, Applicant Tracking..., Benefits Negotiation, Contract Recruitment, Talent Management, Recruiting, Sourcing, Screening, Executive Search, Staff Augmentation, Screening Resumes, Staffing Services, College Recruiting, HRIS, Human Resources, Taleo, BrassRing, HRMDirect, Workforce Planning, Temporary Placement, SDLC, Personnel Management, Management, Interviews, Permanent Placement, Consulting, Professional Services, Program Management, Hiring, Onboarding, Information Technology, Leadership, Job Descriptions
Education
Fitchburg State College
Marketing
University of Massachusetts at Lowell
Mechanical Engineering
Baltzis Daigle LLP May 2011 - Present
Rosenberg & Pittinsky, LLP March 2010 - April 2011
Finkelstein Newman Ferrara LLP February 2006 - February 2010
MassMutual Financial Group August 2004 - August 2005
Education
New York Law School 2005 — 2008
Juris Doctor, Law
Emory University 2000 — 2004
Bachelor of Arts, Political Science and Economics
Westminster School
Prudential Financial 2009 - Present
Prudential Financial May 2008 - December 2009
The Hartford Insurance Company July 2005 - May 2008
The Hartford June 2004 - July 2005
The Hartford June 2002 - June 2004
MassMutual Financial Group 1998 - 2002
Skills
Financial Services, Project Management, Cross-functional Team..., Risk Management, Insurance, Business Analysis, Process Improvement, Investments, Business Process, SDLC, Vendor Management, Analysis, Finance, Business Process..., Management, Internal Controls, Leadership, PMO, Change Management, Retirement, Project Planning
Education
Excelsior College 2008 — 2010
Masters of Business Adminstration, Managing in Global Economy
University of Hartford 2001 — 2003
Bachelor's of Science, Finance/Economics
MassMutual Financial Group November 2013 - Present
Slalom Consulting January 2012 - November 2013
Travelers Insurance 2004 - 2011
The Hartford 2002 - 2004
enherent Corp 1999 - 2002
Indian River Consulting Group 1998 - 1999
Harris Corporation 1990 - 1998
Lockheed Martin 1990 - 1990
Skills
IT Executive Management, Leadership, Change Management, Organizational Design, Organizational..., Organizational..., Relationship Management, Team Building, Strategic Planning, Strategic IT Management, Strategy, IT Strategy, PMO, Process Design, Process Improvement, Portfolio Management, Program Management, Customer Experience, Technology Solutions, Project Management, Vendor Management, Software Development, SDLC, Business Analysis, Testing
Education
Florida Institute of Technology 1986 — 1990
BS, Computer Science
ArtsEmerson: The World On Stage September 2014 - Present
MassMutual Financial Group June 2013 - August 2014
Skills
Microsoft Excel, Visio, Microsoft Office, Adobe Creative Suite, Microsoft Word, SDLC, Process Improvement, Requirements Analysis, Project Management, Outlook, PowerPoint, Basic HTML, Marketing, Social Media Marketing, Community Outreach, Entrepreneurship, Visual Basic, Team Building
Education
Emerson College 2014 — 2018
Bachelor's degree, Marketing Communications
Putnam Vocation Technical Academy 2010 — 2014
Investacorp, Inc. August 2014 - Present
Allgen Financial Services, Inc. January 2013 - August 2014
MassMutual Financial Group, 1999 - January 2012
MassMutual Financial Group September 2007 - March 2010
Skills
Retirement, Fixed Annuities, Employee Benefits, Finance, Long-term Care, Financial Services, Retirement Plan..., Life Insurance, Business Development, Strategic Financial..., Relationship Building, Customer Experience..., Life Insuran, Disability Insurance, Succession Planning, Investment Advisory..., Insurance Linked..., Trust Services, Insurance
Education
Florida International University 1987 — 1989
Bachelor's degree
Florida International University, BS
Bachelor of Science (B.S.)
MassMutual Financial Group 2013 - Present
The Hartford 2007 - 2013
Great-West Retirement Services 2000 - 2007
State of Florida - 457 Deferred Compensation Office 1996 - 1997
Skills
Series 6, Asset Allocation, Retirement, Series 65, Series 7, Series 63, Retirement Planning, Defined Contribution, Insurance, Defined Benefit, IRAs, Fixed Annuities, Mutual Funds, 401k, Qualified Retirement..., Retirement Plan...
Education
Florida State University
B.S, Business Communications
Webster University
MBA
MassMutual Financial Group June 2014 - Present
John Hancock Financial Services February 2010 - June 2014
Skills
Investments, Mutual Funds, Disability Insurance, Retirement, Retirement Planning, 401k, Finance, Long Term Care Insurance, Life Insurance, Public Speaking, College Education..., Fixed Annuities, Financial Services, Securities, Financial Planning
Education
Florida State University 2002 — 2008
Bachelor of Arts (BA), Music Performance, General
New World School Of The Arts 1998 — 2002
High School Diploma, High School
MassMutual Financial Group October 2010 - Present
Louis Financial Group, LLC January 2010 - Present
Comcast May 2006 - December 2009
Skills
Retirement Analysis and..., Estate Planning..., Employee Benefit and..., Business Continuation..., Trust Services, Executive Fringe..., Tuition Funding Programs, Investment Products, Financial Resource..., Estate Planning, Investments, Disability Insurance, Business Continuity..., Fixed Annuities, Financial Services, Insurance, Long Term Care Insurance, Employee Benefits, Life Insurance, Wealth Management, Mutual Funds, Strategic Financial..., Whole Life, 401k, IRAs, Financial Planners, Variable Annuities, Wealth Accumulation, Finance, Financial Planning
Education
Florida International University - College of Business Administration 2005 — 2008
BBA, Finance, Real Estate
USF 2002 — 2005
Miami Central Senior High School 1998 — 2002
MassMutual Financial Group June 2014 - Present
AY Consulting LLC August 2009 - Present
PLAY Vox-B February 2007 - May 2009
iNYer (InstantNewYorker) November 2004 - October 2006
Skills
Social Media, Social Media Marketing, Marketing, Advertising, Marketing Strategy, Public Relations, Customer Service, Social Networking, Strategic Planning, Integrated Marketing, Sales Management, Sales, Marketing Communications, Copywriting, Account Management, Digital Marketing, SEO, Market Research, Online Advertising, New Business Development, Event Management, Blogging, Media Relations, Event Planning, Email Marketing, Digital Media, Entrepreneurship, Brand Development, Start-ups, Strategic Partnerships, Project Management, Strategy
Education
Fashion Institute of Technology
Bachelor of Science (BS), Marketing & Advertising Communications
Advizrs February 2011 - Present
OneAmerica November 2006 - February 2011
MassMutual Financial Group 2004 - 2006
ING 1998 - 2004
Dunn & Bradstreet Pension Services 1993 - 1998
Skills
Retirement, Retirement Planning, 401k, Defined Benefit, Retirement Plan..., 403 b, Fiduciary Services, 457 Plans, Enrollment Services, Benchmarking
Education
Florida State University 1987 — 1991
Bachelor of Science (B.S.), Accounting
PNC Investments September 2010 - Present
MassMutual Financial Group December 2007 - January 2009
Allstate Financial December 2007 - December 2008
Dunham & Associates 2006 - 2007
Allstate 2006 - 2007
Allianz 1999 - 2004
Education
Florida International University 1974 — 1978
Hospitality Management
Starwood Hotels & Resorts Worldwide, Inc. July 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. May 2014 - Present
Gerber Group May 2013 - May 2014
MassMutual Financial Group January 2013 - April 2013
Subway February 2012 - December 2012
Boys & Girls Clubs of America June 2011 - August 2011
Boys & Girls Clubs of America June 2010 - August 2010
Skills
Customer Service, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Friendly Personality, Highly Dedicated, Teamwork, Dependable Team Player, Goal Oriented, Highly motivated..., Microsoft Office, Outlook, Leadership, Financial Analysis, Auditing, Retail, Team Leadership, Public Speaking, Inventory Management, Marketing, Social Networking, Budgets, Team Building, Social Media, Data Entry, Management, Customer Satisfaction, Sales, Access, Facebook, Finance, Event Planning, Spreadsheets, Bookkeeping, Financial Accounting, QuickBooks
Education
Nova Southeastern University 2015 — 2017
Master’s Degree, Accounting
Florida Atlantic University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Accounting, 3.2
Florida Agricultural and Mechanical University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, 3.39
Cardinal Gibbons High School 2006 — 2010
High School Diploma, General Studies
EY August 2011 - Present
EY March 2015 - May 2015
Florida State University August 2008 - April 2011
Florida State University August 2010 - December 2010
SunTrust Bank May 2010 - August 2010
AARP January 2009 - April 2010
MassMutual Financial Group 2009 - 2009
Skills
Leadership, Internal Controls, IT Audit, Data Analysis, Risk Management, Analysis, Internal Audit, Management, Microsoft Office, Process Improvement, Accounting, Banking, Financial Accounting, Project Planning, Six Sigma, Interviewing, People Skills, Team Building, Change Management, Quantitative Analysis, Social Networking, Teamwork, Process Mapping, Third Party Reporting, Business Process..., Operational Excellence, Logical Security, Documentation, Lotus Notes, Problem Solving, Auditing, Access
Education
Florida State University - College of Business 2007 — 2011
B.S., Accounting and Finance
MassMutual Financial Group September 2015 - Present
Fontainebleau Miami Beach July 2014 - March 2015
Hollywood Kia March 2014 - July 2014
Bulldog Barbecue August 2012 - September 2013
Fancy Clothing January 2011 - January 2013
City of Miami Economic Initiatives September 2011 - January 2012
Skills
Social Media Marketing, Web Development, Online Advertising, Social Networking, Customer Service, Start-ups, Online Marketing, Microsoft Office, Event Planning, CSS, Blogging, Public Speaking, Digital Marketing, PHP, HTML 5, Brand Development, Social Media, Management, Microsoft Excel, HTML, MySQL, JavaScript, Brand Management, Branding & Identity, Brand Implementation, Life Insurance, Fixed Annuities, Long Term Care Insurance, Microsoft Word, Sales, Facebook, Teamwork
Education
Miami Dade College 2010 — 2012
Associate of Arts (AA), Computer Science
Florida International University 2008 — 2009
Biology, General
MassMutual Financial Group May 2015 - Present
Education
Florida State University 2010 — 2013
Department of Veterans Affairs 2008 - Present
Carillon Nursing and Rehabilitation Center August 2006 - October 2008
Catholic Home Care 2007 - 2008
Oxford Health Plans 1993 - 2000
MassMutual Financial Group 1988 - 1991
Skills
Nursing, Healthcare, Managed Care, BLS, Patient Safety, Inpatient, Patient Advocacy, Patient Education, Acute Care, IV, Medication..., Case Managment, Infection Control, Cpr Certified, Gerontology, Restorative Practices, MDS 3.0, Blood Transfusion, Trach Care, PICC lines, Wound Care, Professional Ethics, Healthcare Management, Case Management, Medicaid, JCAHO, CPR Certified, Leadership
Education
State University of New York Empire State College 2009 — 2012
BSN, Registered Nursing/Registered Nurse
Farmingdale State College 2004 — 2006
AS, Nursing
Nassau Community College
MassMutual Financial Group June 2014 - Present
The Restaurant Group April 2013 - June 2014
Sprint Nextel September 2011 - January 2013
Dr. Maria Marx February 2009 - August 2011
The Law Offices of Lachterman & Marx November 2007 - January 2009
Skills
Can type 45 WPM, QuickBooks, Microsoft Office, Microsoft Excel, Photoshop, PowerPoint, Presentations, Legal Research, Digital Dictation, Bilingual, Proficient Communicator, General Technology, Computer Maintenance, Social Media Marketing, Educational Fundraising, Sales, Sales Management, Customer Service, Inventory Management, Loss Prevention, Report Writing, Filing, Time Management, Physical Training, Public Speaking, Public Relations, Quick Thinker, Risk Management, Team Leadership, Dependable Team Player, Politics, Debating, Educational Technology, Multimedia, Social Media, Technologically Savvy, IT Service Management, Legal Translation, Leadership Development, Positive Team Player, Legal Writing, Speech Writing, Apple Certified, Cooking, Data Entry
Education
Florida International University 2004 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Florida International University
Master's degree, Public Administration
HP
MassMutual Financial Group January 2015 - Present
LINQ Financial Group/MassMutual Financial April 2010 - December 2014
Americus Group Inc. August 2006 - January 2010
Skills
Financial Analysis, Corporate Finance, Retirement, Retirement Planning, Business Valuation, Equity Valuation, Financial Forecasting, Financial Reporting, Strategic Financial..., Financial Risk, Managerial Finance, Finance, Personal Finance, International Finance, Accounting, Leadership, Asset Managment, Team Leadership, Securities, Disability Insurance, Insurance, Fixed Annuities, Financial Modeling, Investments, Strategy, Investment Strategies, Small Business, Long-term Care, Estate Planning, Financial Advisory, Financial Planners, Loans, Mutual Funds, Employee Benefits, 401k, Wealth Management, Asset Allocation, Risk Management, Investment Advisory, Life Insurance, Financial Services, Portfolio Management, IRAs, Series 7, Pensions, FINRA, Financial Planning, Asset Management
Education
Florida International University 2011 — 2012
MBA, Business
Florida International University 2002 — 2007
Sociology + Business
Archbishop Carroll
MassMutual Financial Group June 2014 - Present
Skills
401k Rollovers, Financial Services, Financial Planning, Life Insurance, Social Security Seminars, Estate Planning, Disability Insurance, Retirement Planning, Long Term Care Insurance, Investments, Social Media Marketing, Brand Development, Critical Thinking, Market Research, Marketing, Sales, Finance, Insurance
Education
Flagler College 2009 — 2013
Bachelor of Arts (B.A.), Political Science
First Colonial High School 2006 — 2008
MassMutual August 2015 - Present
MassMutual Financial Group February 2013 - Present
THE ASHLEY GRIFFIN GROUP December 2012 - April 2015
Chart Vision, Inc. January 2009 - April 2011
Cumulus Broadcasting February 2008 - December 2010
Cumulus Broadcasting May 2009 - October 2009
Cumulus Broadcasting February 2008 - March 2009
Radio One May 2002 - October 2004
Southfield Public Schools January 2001 - January 2003
Skills
Broadcast, Radio Host, Brand Development, Community Outreach, Event Planning, Social Media, Entertainment, Facebook, Radio Promotions, Social Networking, Editing, Digital Media, Marketing, Advertising, Public Speaking, Event Management, Microsoft Office, Press Releases, Public Relations, Social Media Marketing, Media Relations, Customer Service, Marketing Communications, Music, Marketing Strategy
Education
Florida Agricultural and Mechanical University 2005 — 2008
Spanish Language
DHL June 2015 - Present
Intercruises Shoreside and Port Services April 2014 - August 2014
MassMutual Financial Group March 2012 - February 2014
Homestead Energy Services July 2011 - February 2012
Skills
Finance, Financial Analysis, Strategic Financial..., Leadership, Risk Management, Team Leadership, Risk Assessment, Financial Planning, Microsoft Excel, Insurance, Microsoft Word, PowerPoint, Customer Service, Management, Public Speaking, Marketing, Account Reconciliation, Strategic Planning, Financial Accounting, Financial Services, Sales
Education
University of Miami 2014 — 2016
Master of Business Administration (M.B.A.), Mergers and Acquisitions, 3.65 GPA
Florida International University - College of Business Administration 2006 — 2011
Bachelor of Business Administration (BBA), Finance, 3.08 GPA
Dade Christian
Arise Virtual Solutions Inc. June 2015 - Present
Leadership Broward Foundation July 2015 - Present
Leadership Florida August 2013 - Present
Arise Virtual Solutions Inc. March 2014 - June 2015
Florida State University September 2013 - October 2014
The BIG Event at FSU April 2012 - April 2013
MassMutual Financial Group 2012 - 2012
Skills
Leadership, Public Speaking, Event Planning, Strategic Financial..., Public Relations, Social Networking, Leadership Development, Social Media, PowerPoint, Team Leadership, Finance, Budgets, Investments, Fundraising, Microsoft Office, Customer Service, Business Intelligence, BPO, Term Life Insurance, Financial Services, Fixed Annuities, Facebook, Life Insurance, Real Estate, Data Analysis, Community Outreach, Financial Planning, Microsoft Excel, Public Budgeting, Legislative Relations, Insurance, Call Centers, Outsourcing, PowerBI
Education
Florida State University
Bachelor's degree, Finance, General
The Firehill Group, A Keller Williams Realty Team December 2014 - Present
Firehill6 August 2014 - Present
United States Army Reserve February 2002 - Present
MacAulay Brown August 2010 - August 2014
MacAulay Brown November 2006 - August 2010
Colonial Williamsburg Foundation May 2004 - November 2006
MassMutual Financial Group 1999 - 2001
William E. Wood and Associates, REALTORS ® 1996 - 1999
Skills
CBRN, Weapons of Mass..., Security Clearance, National Security, Command, Military, Policy, Air Force, Hazardous Materials, Homeland Security, Security, Emergency Management, Strategic Planning, Army, Intelligence Analysis, Explosives, DoD, Crisis Management, Defense, Project Planning, Force Protection, CBRNE, Planning, Emergency Operations, Disaster Preparedness, Analysis, Finance, Entrepreneurship, Real Estate, Real Estate Transactions, Trend Analysis, Public Safety, Personal Security, Public Speaking, Teaching, Team Building, Leadership Development, Program Development, Senior Executive...
Education
Ferrum College 1992 — 1994
Political Science
Middlesex High School
Florida State University March 2014 - Present
Florida State University - Student Government May 2015 - September 2015
J.P. Morgan May 2015 - August 2015
ALPFA—Developing Latino Leaders for America May 2014 - August 2015
Florida State University Athletics March 2014 - June 2015
MassMutual Financial Group May 2014 - August 2014
Skills
Accounting, Organization, Time Management, Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Event Planning, Microsoft Word, Access, Outlook, Financial Analysis, Data Entry, Communication, Problem Solving, Public Speaking
Education
Florida State University 2012 — 2016
Bachelor of Science (B.S.), Accounting & Finance
South Plantation High School 2008 — 2012
Magnet Program Environmental Science
Lockheed Martin January 2015 - Present
AAA Auto Club South August 2014 - December 2014
Lockheed Martin April 2014 - December 2014
Florida Southern College May 2014 - November 2014
Florida Southern College August 2011 - April 2014
MassMutual Financial Group May 2013 - February 2014
Huron County Development Council May 2013 - August 2013
Skills
Leadership, Analysis, Finance, Team Building, Time Management, Business Analysis, Organizational..., Insurance, Program Management, Economic Development, Access, Project Management, SAP, PeopleSoft Financial, Sage FAS, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Social Media, Customer Service, Research, Teamwork
Education
Florida Southern College 2011 — 2014
Bachelor of Science (BS), Economics
Florida Southern College 2011 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Florida School of Insurance 2013 — 2013
2-15 Licensing, Insurance
The Epstein Company January 2005 - Present
The Epstein Company January 2005 - Present
MassMutual Financial Group May 2002 - January 2005
Phoenix Life Insurance Company 1999 - 2002
Phoenix Life Insurance Company 1999 - 2002
Sutton Land Services 1997 - 1998
Lloyd and Haig Shoes May 1986 - May 1997
Skills
Disability Insurance, Insurance, Management, Brokers, Long-term Care, Health Insurance, Employee Benefits, Customer Service, Microsoft Office, Microsoft Word, Scuba Diving, Life Insurance, Investments, Fixed Annuities, Retirement Planning, Term Life Insurance, Finance, Long Term Care Insurance, Estate Planning, 401k, Retirement, Whole Life, Portfolio Management, Financial Advisory, Underwriting, Universal Life, Personal Finance, Mutual Funds, Wealth Management, Strategic Financial..., Property & Casualty..., Investment Strategies, Series 7, Financial Planning
Education
University of the Pacific 1984 — 1985
Full Scholarship and stipend towards Masters Degree, Behavioral Medicine
Emory University 1980 — 1983
Bachelor of Science (BS), Psychology
MassMutual Financial Group July 2008 - Present
AXA Advisors September 2007 - July 2008
Skills
Personal Financial..., Life Insurance, Variable Annuities, Fixed Annuities, Mutual Funds, Disability Insurance, Series 7, Asset Management, Investment Advisory, 401k, Series 66, Financial Advisory, Finance, Retirement, Strategic Financial..., Financial Planning
Education
Florida Atlantic University 2005 — 2006
Civil Engineering
Broward Community College 2002 — 2004
Associate of Arts and Sciences (A.A.S.), Civil Engineering
Sir Syed University of Engineering and Technology 1998 — 1999
Associate of Science (A.S.), Civil Engineering
MassMutual Rochester June 2015 - Present
MassMutual Financial Group March 2013 - Present
MetLife June 1997 - March 2013
Skills
Customer Service, Teaching, Insurance, Disability Insurance, Long Term Care Insurance, Life Insurance, Brokerage, Case Management, Underwriting, Client Development
Education
Endicott College
University of Wisconsin - Whitewater June 2015 - Present
Florida Atlantic University August 2011 - June 2015
MassMutual Financial Group March 2009 - September 2009
Capital One Bank February 2004 - December 2008
Skills
Financial Analysis, Excel, Word, Finance, Investments, Analysis, Access, Bloomberg, Corporate Finance, Valuation, Equities, Asset Managment, Data Analysis, Economics, Budgets, Forecasting, Research, PowerPoint, Fixed Income, Accounting, SAS, Derivatives, Equity Research, Banking, Asset Allocation, Strategic Planning, Financial Risk, Series 7, Insurance, Investment Banking, Management Consulting, Pivot Tables, Statistics, Quantitative Analytics, Visio, Process Improvement, Financial Reporting, Relationship Management, Financial Services, Microsoft Word, Microsoft Excel, Capital Markets, Business Analysis, Financial Modeling, Credit, Investment Strategies, Risk Management, Hedge Funds, Market Research, Portfolio Management
Education
Florida Atlantic University 2011 — 2015
PhD, Finance, Third Year
Frank G. Zarb School of Business, Hofstra University 2009 — 2010
M.B.A, Finance, 3.9
University of Pittsburgh 1998 — 2003
BSE, BioEngineering
Wren High School 1995 — 1998
MassMutual Financial Group September 2012 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network April 2008 - September 2012
Skills
Retirement Planning, Fixed Annuities, Wealth Management, Estate Planning, Investments, Life Insurance, Long-term Care, Financial Analysis, Employee Benefits, Retirement, Mutual Funds, IRAs, Strategic Financial..., Investment Advisory, Public Speaking, 401k
Education
Florida State University 2003 — 2007
Bachelor's degree, Finance, General
Coral Gables SR High School 1999 — 2003
Keller Williams September 2015 - Present
Gap Inc./ Banana Republic March 2015 - Present
MassMutual Financial Group May 2015 - August 2015
MassMutual Financial Group November 2014 - January 2015
Northwestern Mutual September 2014 - November 2014
dELiA*s July 2012 - November 2014
MassMutual Financial Group May 2014 - August 2014
Fairfield University Admissions January 2014 - May 2014
U.S. House of Representatives June 2013 - August 2013
Neal for Congress June 2012 - September 2012
Skills
Marketing, Digital Marketing, Strategy, Social Media, Social Media Marketing, Research, Social Networking, Sales, Writing, Public Speaking, Video Editing, Customer Service, Merchandising, Microsoft Office, Mac, Windows, Analytics, Time Management, Team Leadership, Strategic Planning, Workamajig, SharePoint, TREX
Education
Fairfield University 2013 — 2016
Bachelor's Degree, Communication and Media Studies, Marketing, 3.93
Holyoke Catholic High School 2009 — 2013
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Fidelity Investments April 2014 - Present
MassMutual Financial Group June 2006 - March 2014
Skills
Process Improvement, Financial Services, Microsoft Office, Risk Management, Financial Analysis, Series 7, Series 24, Separately Managed..., Unified Managed Accounts, Problem Solving, Financial Modeling, Business Analysis, Mutual Funds, Securities, Customer Service, Equities, Investments, Public Speaking, Strategy
Education
Endicott College 2002 — 2006
Bachelor's degree, Finance, General
MassMutual Financial Group December 2012 - Present
Florida International University February 2015 - Present
Education
Florida International University 2003 — 2007
B.B.A., Finance & International Business
MassMutual Financial Group September 2013 - Present
CM Team August 2013 - Present
Juicy Couture May 2012 - December 2013
AWM Group, LLC September 2011 - September 2013
Starbucks 2007 - 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Customer Service
Education
University of Phoenix 2014 — 2016
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Florida Atlantic University 2007 — 2013
Exceptional Education
Duval Drayage LLC, Agency for Landstar Systems October 2013 - Present
MassMutual Financial Group January 2012 - October 2013
Education
Florida State University
MassMutual Financial Group
Skills
Retirement Planning, Retirement, Disability Insurance, Fixed Annuities
Education
Florida International University
Holiday Retirement January 2012 - November 2014
MassMutual Financial Group July 2007 - January 2012
Foresters May 2004 - July 2007
Independent Electrical Contractors (IEC) February 2002 - July 2007
Skills
Sales Management, Operations Management, Act, Coaching, Enable, Sell, Win, Set Goals, Plan, Public Speaking, Strategic Planning, Sales, Microsoft Office, Customer Service, Budgets, Management, Microsoft Excel, Negotiation, Training, Leadership, Marketing, Strategy, Team Building, Social Media, New Business Development, Marketing Strategy, Event Planning, Social Networking
Education
Florida International University - College of Business 1975 — 1977
Bachelor's Degree, Business, Management, Marketing
MassMutual Financial Group August 2012 - Present
John Hancock Financial Network January 2011 - August 2012
Costa Developers International August 2009 - January 2011
Skills
Personal Financial..., Roth IRA, IRAs, Life Insurance, Term Life Insurance, Philanthropy, Charities, Tax Shelters, Wealth Accumulation, Mutual Funds, Retirement, Investments, Retirement Strategies, Variable Annuities, Variable Products, Retirement Planning, Disability Insurance, Long Term Care Insurance, Securities, Financial Services, Fixed Annuities, Insurance, Finance, Financial Planning
Education
Florida Atlantic University 2005 — 2009
International Business
Florida Atlantic University 2005 — 2009
Marketing
Dr. Michael Krop Sr. High
MassMutual Financial Group October 2012 - Present
John Hancock Financial Network February 2012 - October 2012
JHS Capital Advisors, Inc. April 2011 - February 2012
Wells Fargo March 2010 - April 2011
Skills
Wealth Accumulation, Retirement Planning, Variable Annuities, Life Insurance, IRAs, Equities, Long Term Care Insurance, Asset Management, Wealth Management, Portfolio Management, Financial Modeling, Employee Benefits, Estate Planning, College Savings Plans, Disability Insurance, Healthcare, Risk Management, Term Life Insurance
Education
Florida International University 2005 — 2009
Bachelor's degree, Investments and Securities
University of Miami, Miller School of Medicine December 2014 - Present
MassMutual Financial Group May 2012 - June 2013
T3 Trading Group, LLC May 2010 - May 2012
Marin & Sons Government consulting January 2010 - April 2010
Elias Accounting Services December 2008 - June 2009
Skills
Investments, Strategic Financial..., Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Forecasting, Accounting, Microsoft Office, Business Analysis, Business Strategy, PowerPoint, Customer Service, Microsoft Word, Data Analysis, Corporate Finance, Budgets, Sales, Securities, Account Reconciliation, Analysis, Financial Planning
Education
Florida International University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Intuitive Surgical January 2015 - Present
MassMutual Financial Group August 2013 - January 2015
VC Motoring May 2010 - July 2012
Schnabel Learning August 2007 - August 2009
New York Mercantile Exchange May 2009 - July 2009
Skills
Sales, Marketing, Social Networking, Time Management, Leadership, Customer Service, Management, Public Speaking
Education
Florida State University 2010 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
FLEETCOR June 2015 - Present
MassMutual Financial Group January 2015 - April 2015
College Copywriters July 2014 - December 2014
HighTower Advisors May 2014 - August 2014
The Waverly Group, LLC May 2012 - August 2012
Seavest Capital Partners May 2010 - June 2011
Skills
Organization, Management, Team Management, Psychology, Communication Skills, Psychological Assessment, Finance, Leadership, Microsoft Excel, Microsoft Word, Research, Wealth Management, Social Skills, Customer Service, Teamwork
Education
Emory University 2011 — 2015
Bachelor of Arts (B.A.), Psychology
White Plains High School 2007 — 2011
High School Diploma
UCL
Industrial and Organizational Psychology
MassMutual Financial Group May 2013 - Present
MassMutual Financial Group May 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Life Insurance, Fixed Annuities, Variable Annuities, Stocks, Mutual Funds, 401k, 403 b, 457 Plans, 529 Plans, Whole Life, Long Term Care Insurance, Disability Insurance, Options, Margin, Bonds, Limited Partnerships
Education
Florida Atlantic University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Florida Atlantic University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Pinnacle Wealth Advisors, LLC May 2003 - Present
MassMutual Financial Group November 1982 - Present
Paralegal Services of Western Michigan May 1979 - November 1982
Kent County Office of the Defender October 1975 - May 1979
Skills
Retirement, Disability Insurance, Financial Services, Retirement Planning, Fixed Annuities, Long Term Care Insurance, Wealth Accumulation, IRAs, Licensed to Sell..., Series 6, Series 63, Series 65
Education
Grand Valley State University 1974 — 1976
Bachelor of Arts (B.A.), Legal Administration
Finlandia University 1971 — 1973
Associate of Arts (A.A.), Criminal Justice/Police Science
JPMorgan Chase & Co. May 2015 - Present
Fordham University - Graduate School of Business Administration January 2015 - April 2015
JEWEL CAPITAL INC. September 2014 - January 2015
CLASSWISH.ORG July 2014 - August 2014
IMPACT Leadership 21 February 2014 - August 2014
China Construction Bank June 2013 - August 2014
MassMutual Financial Group August 2011 - August 2011
Honda March 2010 - May 2010
Skills
Microsoft Excel, Finance, Vlookup, Pivot Tables, Financial Analysis, Financial Modeling, Financial Accounting, Financial Planning
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master's degree, Finance, General, 3.93
Tianjin University of Finance and Economics 2009 — 2013
Bachelor of Science (BS), Finance, General, 3.6
MassMutual Financial Group August 2006 - Present
MetLife May 2000 - August 2006
Phoenix Life Insurance Company August 1998 - April 2000
Skills
Insurance, Market Research
Education
Emerson College 2001 — 2004
M.A., Writing & Publishing
Stonehill College 1994 — 1998
B.A., Mass Media Communication/Journalism
MassMutual Financial Group March 2015 - Present
Skills
Investments, Securities, Wealth Management, Fixed Income, Financial Analysis, Finance, Series 7, Financial Risk, Strategic Financial..., Retirement Planning, Mutual Funds, Risk Management, Financial Modeling, Life Insurance, Banking
Education
Florida State University 2011 — 2013
Bachelor of Science (BS), Finance
MassMutual Financial Group September 2010 - Present
MassMutual Financial Group August 2008 - September 2010
MassMutual Financial Group May 2006 - August 2008
MassMutual Financial Group January 2002 - May 2006
Skills
Training, Quality Assurance, Employee Training, Analysis, Agile Methodologies, Requirements Gathering, Six Sigma, Time Management, Scrum, Technical Writing, Business Requirements, Visio, Software Documentation, Operations Management
Education
Fitchburg State University 1990 — 1994
BS, Communications
Angie's List October 2013 - Present
Harry & Izzy's Downtown October 2010 - Present
MassMutual Financial Group March 2011 - June 2013
Luke Bosso for State Representative, District 86 June 2012 - December 2012
Here to Serve Restaurants 2007 - 2010
Derek Lawford Pubs February 2006 - October 2007
Skills
Employee Benefits, Retirement, Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Finance, Financial Planners, Financial Services, Long Term Care Insurance, Retirement Planning, Whole Life, Financial Advisory, Estate Planning, 401k, Leadership, Public Speaking
Education
Emory University 2000 — 2003
Theological Studies
Wabash College 1996 — 2000
Bachelor's, Religion, Biology, Chemistry
Westfield Washington High School 1993 — 1996
MassMutual Financial Group November 2014 - Present
MassMutual Financial Group July 2013 - October 2014
Baker & McKenzie LLP September 2005 - June 2013
Coudert Brothers LLP October 2000 - September 2005
Morrison Cohen September 1998 - September 2000
Deloitte & Touche September 1996 - September 1998
Skills
COBRA, Employee Benefits, Executive Pay, Corporate Law, Tax, HIPAA, Health Care Reform, Corporate Governance, Board Governance, Board of Directors
Education
New York University School of Law
LL.M. in Taxation
Emory University School of Law 1993 — 1996
Juris Doctorate
The University of Texas at Austin 1988 — 1992
BBA, Accounting and Finance
MassMutual Financial Group February 2015 - Present
Hernandez, Hicks & Valois P.A. April 2014 - November 2014
City of Pompano Beach October 2013 - April 2014
State Attorneys Office of Broward County April 2012 - October 2013
BankAtlantic January 2004 - October 2011
Legal Club of America April 1999 - January 2004
Skills
Project Management, Training, Leadership, Program Management, Vendor Management, Process Improvement, Project Coordination, Software Documentation, Business Analysis, SDLC, SharePoint, Time Management, Analysis, Budgets, Selling, CRM, Microsoft Excel, Database Admin, Business Process, Business Intelligence, Access, Customer Service, Sarbanes-Oxley Act, Accounts Payable, PeopleSoft, Banking, Internal Audit, Active Directory, Retail Banking, Risk Management, Call Centers, Business Process..., Disaster Recovery, Business Continuity, Integration, Risk Assessment, Accounting, Information Technology, Management Consulting, Human Resources, Portfolio Management, Account Reconciliation
Education
Florida Metropolitan University 1990 — 1992
Associates, Paralegal
North Miami Beach Senior High 1986 — 1989
Diploma
Jabil August 2011 - Present
Celanese July 2007 - July 2011
Celanese July 2007 - July 2011
Celanese July 2007 - July 2011
Celanese July 2007 - July 2011
MassMutual Financial Group May 2006 - August 2006
Winn Dixie Stores January 2003 - August 2005
Winn Dixie Stores January 2003 - August 2005
Acosta Sales and Marketing, Inc. July 1999 - January 2003
Acosta Sales & Marketing July 1999 - January 2003
Skills
Treasury, Forecasting, Corporate Finance, Accounting, Financial Modeling, Foreign Exchange (FX), Strategic Planning, Valuation, Cash Flow, Business Planning, Capital Markets, Investor Relations, Financial Risk..., Turnarounds, Divestitures, Enterprise Risk..., Interest Rate Swaps, Mergers, Finance, Financial Analysis, Financial Audits, Financial Reporting, US GAAP, Private Equity, Managerial Finance, Internal Controls, Sarbanes-Oxley Act, Mergers & Acquisitions, Acquisition Integration, Cash Management, Financial Accounting, SEC filings, Strategic Financial..., Derivatives, CPA, Sarbanes-Oxley, Enterprise Risk..., Treasury Management, Credit, Cost Accounting, Due Diligence, SEC Filings, Strategy, SAP, Risk Management
Education
University of Virginia - Darden Graduate School of Business Administration
Master of Business Administration (M.B.A.)
University of North Florida
Bachelor’s Degree, Accounting
Flagler College
Bachelor’s Degree, Finance and Economics
DST Systems July 2012 - Present
DST Systems November 2010 - July 2012
MassMutual Financial Group September 2005 - November 2010
VERTEX Incorporated September 2004 - September 2005
Computer Sciences Corporation June 1995 - August 2004
Skills
Insurance, Compliance, SDLC, Business Requirements, Requirements Gathering, Business Readiness, Business Architecture, Scrum, Business Analysis, Process Improvement, Financial Services, Program Management, Team Leadership, Business Process, IT Strategy, Requirements Analysis, Data Warehousing, Leadership, Project Portfolio..., Business Intelligence, Risk Management, CRM, PMO, PMP, Relationship Management, Visio, Enterprise Architecture
Education
Fairfield University 1986 — 1990
BS, Finance
MassMutual Financial Group 1989 - Present
Education
Springfield College 2003 — 2007
MS, Sport Management
Fairfield University 1973 — 1977
BA, Economics
AKO Inc. Torque Specialties 2015 - Present
MassMutual Financial Group 2012 - 2015
Hasbro 2000 - 2012
FLEXcon 1996 - 2000
Skills
Cross-functional Team..., Consumer Insights, Strategic Financial..., Life Insurance, Retirement Planning, Marketing Management, Competitive Analysis, Strategic Planning, Product Management, Sales, Marketing, Direct Sales, Management, Advertising, Business Planning, Pricing, Retail, Customer Insight
Education
Fitchburg State University 1987 — 1991
Bachelor, Engineering
Western New England College
Business/Commerce, General
Florida Blue November 2010 - Present
MassMutual Financial Group July 2008 - December 2010
Nestle Waters October 2004 - May 2008
Skills
Insurance, Disability Insurance, Long-term Care, Health Insurance, Account Management, Life Insurance, Direct Sales, New Business Development, Cold Calling, Employee Benefits, Finance, Financial Services, Leadership, Sales, Securities, Fixed Annuities, Relationship Management, Small Business
Education
Florida State University 1995 — 2000
MassMutual Financial Group February 2014 - Present
MassMutual Financial Group January 2013 - February 2014
John Hancock Financial Services November 2010 - November 2011
John Hancock Financial Services May 2009 - November 2010
John Hancock Financial Services September 2006 - May 2009
Sun Life Financial August 2003 - September 2006
Skills
Annuities, Product Marketing, Marketing Strategy, Project Portfolio...
Education
Florida State University 1993 — 1995
Luxottica Wholesale North America August 2014 - Present
MassMutual Financial Group January 2013 - August 2014
DKNY-LVMH August 2008 - December 2012
Perry Ellis International September 2007 - August 2008
Old Navy July 2003 - September 2007
Target July 2002 - July 2003
Burdines/Macy's November 2000 - December 2001
Burdines/Macy's January 1997 - November 2000
The Cook Shop May 1994 - July 1994
Miami Dade College September 1993 - April 1994
Skills
Visual Merchandising, Merchandising, Store Management, Apparel, Loss Prevention, Store Operations, Trend Analysis, Retail, Fashion, Assortment, Driving Results, Trend, Merchandise Planning, Retail Sales, Styling, Window Displays, New Store Development, New Store Openings, Trend Forecasting, Fashion Buying, Luxury Goods, Retail Buying, Sportswear, Fashion Design
Education
Florida State University 1994 — 1996
BS, Clothing, Textile, and Merchandising
Miami Dade College 1991 — 1994
AA, Fashion Merchandising
MassMutual Retirement Services 2000 - Present
MassMutual Financial Group 2000 - Present
Education
Florida A&M University 1989 — 1994
BS, Business Economics
DIBroker October 1997 - Present
MassMutual Financial Group April 1988 - September 1997
Skills
Disability Insurance, Insurance, Long-term Care, Term Life Insurance, Life Insurance, Long Term Care Insurance, Brokers, Sales, Sales Management
Education
Florida State University 1981 — 1985
BS, Finance
Florida State University - College of Business 1981 — 1985
BS, Finance
John Hancock Financial Services- Manulife Financial April 2013 - Present
John Hancock Financial Services- Manulife Financial March 2011 - April 2013
Liberty Mutual August 2008 - April 2011
John Hancock November 2006 - August 2008
Tower Square Securities/ Metlife July 2004 - November 2006
MassMutual Financial Group October 2002 - July 2004
Skills
Internal Audit, Insurance, Internal Controls, Wealth Management, Management, Mutual Funds, FINRA, Project Planning, Life Insurance, Business Process, Series 7, Series 24, Spanish, Latin America, Risk Assessment, Property & Casualty..., Compliance, SOX Compliancy, Investment Advisory
Education
Fairfield University 1998 — 2002
BA
Universidad de Guadalajara 2001 — 2001
Universidad de Buenos Aires 2000 — 2000
MassMutual Financial Group September 2015 - Present
MassMutual Life Insurace Co. January 2014 - August 2015
Babson Capital June 2006 - December 2013
MassMutual Financial Group January 2001 - May 2006
Tillinghast March 1999 - December 2000
TIAA-CREF January 1998 - February 1999
University of Massachusetts Amherst September 1996 - August 1997
McGill University September 1995 - August 1996
Skills
Hedging, Derivatives, Capital Markets, ALM, Financial Modeling, Hedge Funds, Quantitative Finance, Fixed Income
Education
University of Pennsylvania 1989 — 1995
PHD, Mathematics
Ewha Womans University 1985 — 1989
Bachelor of Science (BSc), Mathematics
John Hancock Financial Services February 2013 - Present
MassMutual Financial Group August 2011 - September 2012
MassMutual Financial Group May 2010 - August 2011
MassMutual Financial Group September 2007 - April 2009
Skills
Mutual Funds, Series 7, Investments, Securities, Equities, Financial Analysis, Project Management, Training Facilitation, Interpersonal Skill, Performance Analysis, Performance Management, Data Analysis, Financial Services, Due Diligence, Process Improvement
Education
Fairfield University 2001 — 2005
B.S., Biology
MassMutual Financial Group July 2008 - Present
Skills
Fixed Annuities, Endorsements, LinkedIn, Estate Planning, Executive Benefits
Education
Florida State University - College of Business 1999 — 2003
Business Management
MassMutual Financial Group July 2010 - Present
Connecticut Sun May 2005 - May 2015
Boston Red Sox March 2005 - December 2011
Vaupell November 2007 - November 2009
LENOX Industrial Tools April 2006 - May 2007
Masco Corporation November 2004 - March 2006
DeMolay International 2001 - 2002
Skills
Salesforce.com, Sales, Account Management, Marketing, Marketing Strategy, Email Marketing, New Business Development, Sales Management, Project Management, Strategic Planning, Product Development, Social Media, Program Management, CRM, Lead Generation, Marketing Communications, Integrated Marketing, Mascot, Newsletters, Management, Team Leadership
Education
Fitchburg State College 1998 — 2004
Masters of Science, Communications
MassMutual Financial Group 2001 - Present
Spinner & Spinner CPA's PC January 1990 - Present
Emerald Financial Resources 2001 - 2010
Skills
Accounting, Fixed Annuities, 401k, Financial Planners, Insurance, Estate Planning, Strategic Financial..., Mutual Funds, Small Business, Retirement, Retirement Planning, Investments, Life Insurance, Time Management, Financial Planning, Disability Insurance
Education
Fairleigh Dickinson University 1978 — 1983
MBA, Accounting
Lafayette College 1973 — 1977
BA, History
MassMutual Financial Group June 2004 - Present
Lincoln Financial Group 1999 - 2004
Skills
Financial Reporting, Finance, Strategic Financial..., Financial Analysis, Insurance, Financial Modeling, Portfolio Management, Corporate Finance
Education
Fairfield University 1970 — 1974
BS, Major Mathematics, Minor Economics
University of Hartford
MBA
MassMutual Financial Group March 2015 - Present
Kestrel Technologies inc August 2010 - January 2015
Skills
Financial Modeling, Analysis
Education
IBI 2011 — 2011
certificate, Invstment Banking, A
Fairleigh Dickinson University 2009 — 2011
MBA, Manegement
Silberman College of Business - Fairleigh Dickinson University 2009 — 2011
MBA Program; MBA Certification, Management; Accounting upon
University Of The Punjab
Bachelor of Arts, Economics and Education, A-
Baruch College - City University Of New York
A-
New Horizon Computer College
MassMutual Financial Group February 2013 - Present
TRANSAMERICA - WORLD FINANCIAL GROUP August 2012 - January 2013
CLAREMONT INVESTMENT PARTNERS, LLC June 2008 - May 2009
SYNERGY BANK September 2003 - March 2008
BNY Mellon September 2002 - July 2003
NEW YORK LIFE INVESTMENT MANAGEMENT September 1997 - August 2002
NYLIFE SECURITIES October 1992 - September 1997
Skills
Financial Analysis, Financial Modeling, Data Research, Financial Reporting, Budgeting, Asset Management, Investments, Mutual Funds, Strategic Planning, Forecasting, Problem Solving, Accounting, Business Strategy, Financial Planning, Corporate Finance, Asset Managment, Strategic Financial...
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
MBA, Finance
Fairfield University 1988 — 1992
B.S, Finance & International Business
Chaminade High School
MassMutual Financial Group March 2007 - Present
INSOURCE CONSULTING LLC September 2006 - March 2007
EVALUATION ASSOCIATES LLC December 2005 - September 2006
Hartford Financial Services Group, Inc January 2001 - January 2005
Hartford Financial Services Group, Inc January 1998 - January 2001
HARTFORD LIFE INSURANCE COMPANY January 1994 - January 1998
Education
Fairfield University
BA, Economics
Financial Services Industry 1998 - Present
MassMutual Financial Group March 2008 - Present
Skills
Strategic Financial..., Portfolio Management, High Net Worth..., Financial Goals, Retirement Planning, Estate Planning, Employee Benefits, College Savings Plans, Mutual Funds, Healthcare, Long Term Care Insurance, Disability Insurance
Education
Florida International University
Bachelor of Applied Science (BASc), Accounting and Business/Management
Jamestown Family Financial October 2010 - Present
MassMutual Financial Group July 2005 - October 2010
Branch Banking and Trust December 2000 - July 2005
Charles Schwab July 1993 - November 1999
Skills
Securities, Fixed Annuities, Mutual Funds, Life Insurance, Health Insurance, Auto Insurance, Homeowners Insurance, Disability Insurance, Variable Annuities, Financial Advisory, Medicare Supplement, Long Term Care Insurance, Compliance
Education
Wake Forest University - Babcock Graduate School of Management
Mercy College
Bachelor of Science, Finance
Florida Institute of Technology
MassMutual Financial Group February 2014 - Present
M. Nowell & Associates January 2010 - Present
Florida Department of Financial Services July 2005 - August 2013
Florida Department of Juvenile Justice January 1997 - July 2005
Florida Department of Children and Families January 1994 - January 1997
Skills
Microsoft Office, Customer Service, English, PowerPoint, Research, Microsoft Excel, Microsoft Word, Windows, Outlook, Teaching, Local Government, Workers Compensation, Compliance, Consultants, Cold Calling, Internal Audit, Case Managment, Small Business, Life Insurance, Term Life Insurance, Budget Process, Retirement Planning, Report Writing, Resume Writing, Mediation, Case Management, Insurance, Finance, Community Outreach, Political Campaigns, Health Insurance, Notary Public, Analysis, Employee Benefits, Public Speaking
Education
Florida State University
Bachelor's Degree, Political Science and Government
MassMutual Financial Group January 2007 - Present
Prudential Retirement July 2006 - January 2007
Hartford Life October 2003 - June 2006
American Skandia December 2001 - October 2003
American Skandia July 2000 - December 2001
MassMutual September 1998 - July 2000
CIGNA Financial Services June 1997 - September 1998
Skills
FINRA Series 7, 24, 63..., Financial Services, Series 7, Series 24, 401k, Retirement
Education
University of Connecticut 1993 — 1997
BS, Marketing
Fairfield University 2002 — 2005
MBA, Finance
MassMutual Financial Group September 2013 - Present
MassMutual Financial Group July 2012 - Present
John Hancock Financial Services September 2011 - June 2012
Skills
Executive Benefit..., Marketing, Process Improvement, Budgets, Insurance, Fixed Annuities, Life Insurance, Long Term Care Insurance, Estate Planning, Term Life Insurance, Disability Insurance, Long-term Care, Mutual Funds, Retirement
Education
Florida Institute of Technology
MassMutual Financial Group 2007 - Present
New England Financial 2000 - 2007
John Hancock Life Insurance Company (U.S.A.) 1990 - 2000
Skills
Series 24, Series 7, Series 6, Series 65, Series 63, American Sign Language, NYS Life / Health..., Annuities, Insurance, Retirement Planning, IRA's, Retirement, Mutual Funds, Securities, Long Term Care, Disability Insurance, Investments, Wealth Management, FINRA, Insurance Planning, Health, Asset Management, Compliance, Customer Service, Microsoft Office, Financial Analysis, Supervisory Skills, Life Insurance, Fixed Annuities
Education
Deaf Adult Services 2011 — 2014
Sign Language Interpreter Training Program
Erie Community College
AS, Business Administration
Certified Financial Planner Board of Standards 1996 — 1998
Study of Financial Planning
The American College 1989 — 1993
CLU, ChFC, Chartered Life Underwriter / Chartered Financial Consultant
LOMA - Life Office Management Association 1979 — 1984
FLMI, Financial Services Operations
MassMutual Financial Group 2004 - Present
Lincoln Financial Group 1999 - 2004
Aetna 1974 - 1999
Education
University of Hartford
MBA
Fairfield University 1970 — 1974
BS, Mathematics
MassMutual Financial Group December 2011 - October 2012
Skills
Retirement, Disability Insurance, Insurance, Long Term Care Insurance, Employee Benefits, Retirement Planning, Long-term Care, Estate Planning, Strategic Financial..., Term Life Insurance, Trust Services, Finance, Financial Services
Education
Fashion Institute of Technology 2002 — 2005
Bachelor of Science, Advertising and Marketing Communications
West Virginia University 2000 — 2002
Business
Lincoln Financial Advisors November 2005 - Present
MassMutual Financial Group May 2003 - November 2005
Gateway May 1993 - February 2001
Skills
Estate Planning, Retirement Planning, Business..., Financial Modeling, Financial Analysis, Defined Benefit, Defined Contribution, Financial Services
Education
Oregon State University 1974 — 1975
Master's degree, Electrical Engineering
Florida Institute of Technology 1972 — 1974
Master's degree, Computer Science
MassMutual Financial Group May 2012 - Present
Education
Florida State University 2012 — 2016
MassMutual Financial Group December 2011 - Present
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Investments, Fixed Annuities, Life Insurance, Mutual Funds, Disability Insurance, Insurance, Portfolio Management, Securities
Education
Valencia College 2009 — 2011
Associate of Arts (AA), Business Finance
Florida State University 2008 — 2009
Business finance
Inter Dyne Systems, Inc. July 2002 - Present
MassMutual Financial Group March 2002 - December 2002
Sappi August 1997 - March 2002
ITW Drawform June 1996 - August 1997
Skills
Process Improvement, Strategic Planning, Customer Service, Team Building, Leadership, Project Management, Continuous Improvement, Coaching, Microsoft Office, Management, Change Management, Event Planning
Education
Ferris State University 1988 — 1993
Bachelors of Science (B.S.), Accounting and Computer Information Systems
GEFS Insurance & Investments September 2009 - Present
MassMutual Financial Group October 2007 - September 2009
Education
Florida International University
National House 2009 - 2013
MassMutual Financial Group 1985 - 2009
Education
Holyoke Community College 1978 — 1979
Associate's degree, Computer Science
Fitchburg State University 1971 — 1975
Bachelor's degree, Mathematics
MassMutual Financial Group August 2015 - Present
Florida State University Athletic Department February 2014 - May 2015
Skills
Social Networking, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Leadership, Customer Service, Event Planning
Education
Florida State University 2011 — 2015
Bachelor of Science (BS), Sport Management
Idaho Health Insurance Exchange dba Your Health Idaho February 2015 - Present
MassMutual Financial Group 2008 - 2014
Skills
Business Analysis, Defect Tracking, Gap Analysis, Project Planning, Project Management, Root Cause Analysis, Business Process..., Activity Diagrams, Use Case Analysis, Metrics Reporting, Requirements Analysis, Solution Implementation, 5 Why, Ad Hoc Reporting, Dashboard Metrics, HP Quality Center, Microsoft Project, Visio, WordPress, SharePoint, OTA, Life Insurance, tradvantage, SDLC, Agile & Waterfall..., Context Diagrams, change control..., triage analysis, production triage, Business Process Mapping, Requirements..., Requirements Management, Health Information..., Health Insurance, Healthcare Information...
Education
Florida Institute of Technology 2005 — 2007
Master's Degree, Engineering/Industrial Management
MassMutual Financial Group June 2015 - Present
Skills
Project Management, Microsoft Office, Customer Service, Business Development, Sales
Education
Florida State University 2012 — 2015
Bachelor's degree , Business Administration and Management, General
Florida State University 2012 — 2015