MassMutual Financial Group
The Massachusetts Mutual Life Insurance Company, founded in 1851, is an American mutual life insurance company serving five million clients. With headquarters in Springfield, Massachusetts, the company employs more than 7,000 in the United States, and a total of 10,614 internationally. Headquarters: Springfield, Massachusetts, United States Revenue: 29.6 billion USD (2016) Founder: George W. Rice Founded: 1851, Springfield, Massachusetts, United States Subsidiaries: Barings, OppenheimerFunds, Executives: Roger W. Crandall (CEO, President, Chairperson),
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MassMutual Financial Group Employees
Transamerica Financial Advisors, Inc December 2013 - Present
MassMutual Financial Group June 2012 - December 2013
MassMutual Financial Group October 2008 - June 2012
MassMutual Financial Group September 2006 - October 2008
Skills
Mutual Funds, Asset Allocation, Portfolio Management, Investments, Series 7, Zephyr Style Advisor, Securities, Series 6, Bloomberg Terminal, Credit Analysis, Equity Research, Certified Investment..., Portfolio Risk, Investment Strategies, Alternative Investments, Equities, Due Diligence, Morningstar Direct
Education
Western New England College 2001 — 2005
BSBA, Finance
Heriot-Watt University 2004 — 2004
BASF February 2014 - Present
BASF May 2013 - February 2014
MassMutual Financial Group January 2011 - January 2012
Skills
Korean, Microsoft Office, Access, Accounting, Financial Analysis, Financial Modeling, Strategy, Analysis, Finance, Project Management, Management, Business Analysis, Team Leadership, Marketing, Forecasting, Customer Service
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2013
Bachelor of Business Administration, Finance
Duluth high school 2004 — 2006
MassMutual Financial Group October 2013 - Present
Skills
Framework Development, Enterprise Development, C#, .NET, SQL, HTML 5, CSS, JavaScript, Software Development, Integration, Process Improvement, SDLC, Lean Thinking, Problem Solving, Analysis, Data Analysis, System Administration, EMR
Education
Springfield Technical Community College 2013 — 2015
Associate in Science in Computer Information Technologies, Computer Programming
Holyoke Community College 2009 — 2012
Computer Programming
Hallmark Institute of Photography 2007 — 2008
Certificate, Photography
Smith College 2001 — 2002
Libral Arts
Brewster Academy 1998 — 2001
Graduted, Liberal Arts - High School
The Prudential Insurance Company of America January 2012 - Present
MassMutual Financial Group April 2008 - February 2012
Bankers Life and Casualty January 2006 - March 2008
Countrywide August 2004 - August 2006
Skills
Life Insurance, Insurance, Recruiting, Investments, Retirement, Term Life Insurance, Long Term Care Insurance, Retirement Planning, Mutual Funds, Series 63, Wealth Management, Series 6, 401k, IRAs, Estate Planning, Strategic Financial..., Securities, Financial Advisory, Investment Advisory, Financial Planners, Financial Services, Pensions, Asset Allocation, FINRA, Portfolio Management, 401k Rollovers, General Insurance, Roth IRA, Wealth, Series 24, Fixed Annuities, Disability Insurance, Underwriting, Finance, Long-term Care, Series 7, Series 65, Investment Strategies, Whole Life, Employee Benefits
Education
University of Sacramento 2001 — 2002
BA, Business/Marketing
Hawaii Pacific University 2000 — 2001
Marketing
Detroit Diesel July 2014 - Present
WEB Industries LLC October 2010 - Present
Merrill Lynch September 2013 - April 2014
Johnson Center for Philanthropy July 2013 - October 2013
Calder Capital January 2013 - August 2013
MassMutual Financial Group June 2012 - August 2012
Skills
Social Media Marketing, Brand Development, Marketing Strategy, Sales, Marketing, Strategic Planning, Product Development, Advertising, Negotiation, Retail, Customer Service, Sales Management, Investments, Financial Analysis, Entrepreneurship, Graphic Design, Automotive Repair
Education
Grand Valley State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Economics and International Business
Kingston University 2012 — 2013
Finance, Economics, International Business
St.Clair T.E.C 2006 — 2008
Automotive Technology
MassMutual Financial Group February 2014 - Present
MassMutual Financial Group November 2012 - February 2014
MassMutual Financial Group September 2008 - November 2012
Skills
Websphere, Disaster Recovery, IIS, F5 BigIP, SDLC, SharePoint, Apache, VMware, JBoss Application Server, DataPower, Unix, SQL, Vendor Management, DB2, AIX, Linux Server, Windows Server, webMethods Integration..., LDAP, Networking, WiFi, DNS, FTP, Samba, NFS, Iptables, Linux Firewalls, Routers, Bitcoin, Blockchain, Cryptocurrency, Zwave, Home Automation, Wireless Networking, Wireless Security, Cyber-security, Joomla, Windows Home Server, vCenter Server, HP Cloud Service..., HP Operations..., HP Server Automation, HP Database and..., Infoblox, Raspberry Pi, Visio
Education
Zespół Szkół Elektrycznych w Krośnie 1995 — 2001
Bachelor of Science (BS), Electrical, Electronic and Communications Engineering Technology/Technician
Harford Community College
James C. Whitley Nationwide Insurance Agency September 2013 - Present
MassMutual Financial Group September 2012 - August 2013
Bonten Media/WCTI-TV March 2011 - October 2011
Titan Broadcasting/WCWG-TV February 2009 - March 2011
Raycom Media/WECT-TV October 2007 - November 2008
The Talking Phone Book September 2006 - October 2007
Entercom April 2004 - July 2005
Pappas Telecasting/WTWB-TV June 1998 - April 2003
Clear Channel Radio December 1995 - August 1997
WXII-TV September 1990 - November 1995
Skills
Advertising, Advertising Sales, Long Term Care Insurance, Marketing Strategy, Sales, Social Media Marketing, Account Management, Social Media, Online Advertising, New Business Development, Retirement, Marketing, Disability Insurance, Insurance, Sales Management
Education
High Point University
MassMutual Financial Group June 2012 - August 2013
Springfield City Hall July 2011 - September 2011
City of Springfield, Massachusetts June 2011 - July 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Outlook, Customer Service, Research, Leadership, Social Networking, Social Media, Management, Process Improvement, Event Planning, SDLC
Education
Harvard College 2012 — 2016
SABIS International Charter School 1999 — 2012
Girl Scouts of CT April 2010 - May 2013
Boy Scouts of America 2005 - 2010
MassMutual Financial Group 2001 - 2009
Skills
Membership Growth, Membership Development, Volunteer Recruiting, Volunteer Management, Non-profit..., Community Outreach, Program Development, Non-profits, Fundraising, Annual Giving, Annual Campaign, Board Development, Nonprofits, Public Speaking, Event Management, Grants, Leadership, Community Development, Training, Program Management, Marketing, Strategic Planning, Staff Development, Coaching, Grant Writing, Event Planning, Research, Budgets, Leadership Development, Management, Recruiting
Education
Goodwin College
Bachelor of Applied Science, Organizational Studies
Goodwin College
Associate of Science (AS), Human Services, General
MassMutual Financial Group January 2011 - Present
M&T Bank May 2003 - December 2009
Commonwealth Bank March 2000 - April 2003
Skills
Disability Insurance, Life Insurance, Long-term Care
Education
Penn State University 1973 — 1974
Master of Business Administration (MBA), Finance
Gettysburg College 1967 — 1971
Bachelor of Arts (B.A.), Finance
KPMG Canada January 2015 - Present
Chaggares and Bonhomme Chartered Accountants January 2014 - April 2014
WH Partners LLP, Chartered Accountants January 2013 - April 2013
MassMutual Financial Group February 2011 - March 2011
Skills
Financial Reporting, Corporate Tax, Personal Income Tax..., Economics, Finance, Microsoft Excel, Income Tax, Financial Analysis, Auditing, Accounting
Education
University of Toronto 2012 — 2014
Master of Management and Professional Accounting (MMPA)
Guangdong University of Foreign Studies 2008 — 2012
Bachelor of Arts (B.A.), Chinese Language and Literature
Guangdong University of Foreign Studies 2008 — 2012
Bachelor of Economics (B.Econ.), International Trade and Economics
cRetirement Solutions June 2014 - Present
MassMutual Financial Group October 2013 - Present
DAH Consultants, LLC August 2006 - Present
Alpha Phi Alpha Fraternity, Inc. November 1982 - Present
Morgan Stanley April 2011 - October 2013
Candidate March 2010 - November 2010
Fulton County Government January 2007 - March 2010
Candidate November 2005 - August 2006
AGL Resources June 1985 - November 2005
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Process Improvement, Public Speaking, Strategic Planning, Program Management, Finance, Financial Analysis, Communication, Financial Planning, Community Outreach, Fundraising, Nonprofits, Team Building, Government, Leadership Development
Education
Georgia State University 2001 — 2003
Master of Business Administration (MBA), Executive Management
Morris Brown College 1981 — 1985
Bachelor's of Science, Accounting
Cloud Sherpas July 2015 - Present
AirWatch April 2014 - July 2015
Chin Chin Chinese Restaurant Corporation June 2009 - June 2015
MassMutual Financial Group November 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Strategic Financial..., Data Analysis, Teamwork, Leadership, Financial Analysis, Time Management, Finance, Access, Marketing, Sales, Customer Service
Education
Georgia State University 2009 — 2013
Bachelor's Degree, Finance, General, 3.5/4.0
Wolverine Worldwide May 2015 - Present
Wolverine World Wide May 2014 - August 2014
Fastenal June 2013 - May 2014
MassMutual Financial Group March 2013 - September 2013
Adecco/Herman Miller May 2012 - August 2012
MI-SBTDC January 2012 - April 2012
Adecco Group/Herman Miller June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Invoicing, Research, Customer Service, Sales Operations, Microsoft Word, Outlook, PowerPoint, Time Management, Data Entry, Leadership, Teamwork
Education
Grand Valley State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Economics, Finance
MassMutual Financial Group August 2009 - Present
Olympia Fields Country Club April 2000 - August 2007
Standard Bank & Trust Co. April 2006 - August 2006
Skills
Asset, Investments, Securities, Finance, Retirement, Insurance, Disability Insurance, Leadership, Marketing, Employee Benefits, Accounting, Business, Fundraising, Sales, Long Term Care Insurance, Financial Analysis, Customer Service, Portfolio Management
Education
Grand Valley State University 2005 — 2009
BBA, International Business, Finance, Spanish
Berkshire Hathaway Homestate Companies June 2014 - Present
Berkshire Hathaway Homestate Companies May 2013 - May 2014
MassMutual Financial Group January 2013 - May 2013
Crawford & Company June 2012 - August 2012
The Fund for American Studies June 2011 - August 2011
Skills
Social Media, Property & Casualty..., Microsoft Excel, Access, PowerPoint, Microsoft Word, Insurance, Customer Service, Underwriting, Microsoft Office, Outlook, Public Speaking, Risk Management, Data Analysis, Leadership, Sales, Retirement Planning
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2014
Bachelor of Business Administration, Risk Management & Insurance / Finance
Rountree Insurance Agency August 2013 - Present
MassMutual Financial Group May 2013 - August 2013
South University February 2009 - May 2013
Swainsboro Technical College 2007 - 2009
Skills
Academic Administration, Admissions, Time Management, Higher Education, Student Financial Aid, Campus, Leadership, Public Speaking, Customer Service, Team Leadership, Student Affairs, Academic Advising, Data Entry, Enrollment Management, Microsoft Office, Microsoft Excel, CampusVue, Adult Education, Student Development, Student Recruiting, Higher Education..., Critical Thinking, Staff Development, Academia, Microsoft Word, Research, Teaching, E-Learning, Retaining Customers, Leadership Development, Resume Writing, Career Counseling, Curriculum Development, Curriculum Design, Marketing, Training, Conflict Resolution, Sales, Student Leadership, Community Outreach, Nonprofits, Student Counseling, Distance Learning, Recruiting, Social Networking, Instructional Design, College Recruiting, Employee Benefits, Interviews, Fundraising
Education
South University 2009 — 2011
Master's degree, Marketing/Marketing Management, General
Georgia Southern University - College of Business Administration 2002 — 2007
BBA, Human Resources Management/Personnel Administration, General
J.P. Morgan June 2013 - Present
ALPFA Atlanta January 2013 - May 2013
Georgia State University June 2012 - May 2013
ALPFA January 2011 - January 2013
Smith & Howard January 2012 - April 2012
MassMutual Financial Group September 2011 - December 2011
Cultural Care Au Pair September 2005 - March 2007
TeleTech 2007 - 2007
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Reporting, Auditing, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Access, Bilingual, Financial Statements, General Ledger, Spanish, Time Management, Recruiting, Customer Service, Public Speaking, Analysis
Education
Georgia State University 2012 — 2013
Master of Professional Accountancy (MPA), Accounting
Georgia State University 2007 — 2011
BBA, Accounting
Miraflores
Hallmark Channel October 2012 - Present
MassMutual Financial Group - Fraser Financial March 2013 - Present
MassMutual Financial Group March 2013 - Present
Drop Debt Coach September 2011 - March 2013
Drop Debt May 2010 - March 2013
Cumulus Broadcasting November 2012 - January 2013
World Financial Group (WFG) August 2009 - October 2012
Debt Resolution Plan 2007 - July 2010
Forever in Your Debt 2004 - 2005
National Consumer Council June 2001 - May 2004
Skills
Credit, Writing, Books, Small Business, Entrepreneur, Coaching, Executive Coaching, Public Speaking, Speaking Engagements, Conference Speaking, Financial Planning, Debt Management, Debt Restructuring, Debt Elimination, Entrepreneurship, Finance, Strategic Financial..., Social Media, Public Relations, Credit Cards, Negotiation, New Business Development, Risk Management, Television, Online Marketing, Social Media Marketing, Radio, Management, Entertainment, Online Advertising, Social Networking, Investments, Marketing, Strategic Planning, Email Marketing, Lead Generation, Marketing Strategy, Advertising, Media Relations, Start-ups, Strategic Partnerships, Leadership, Blogging, Marketing Communications, Copywriting, Video, Direct Marketing, Facebook, Digital Marketing, Budgets
Education
Syracuse University 1973 — 1974
Master of Science (MS), Radio and Television Broadcasting Technology/Technician
Ithaca College 1969 — 1973
BS, Communciations
Harvard Business School 2004 — 2004
Certificate, Non-Profit/Public/Organizational Management
Schreiber High 1966 — 1969
And Studio January 2014 - Present
Christian Life Church January 2010 - Present
MassMutual Financial Group July 2008 - December 2010
Greenville College July 2007 - June 2008
Skills
Graphic Design, Web Design, Video Editing, Music, Songwriting, Vocal Performance, Vocal Coaching, Piano Teaching, Guitar Teaching, Teaching, Public Speaking, Outlook, Microsoft Office, Research, Customer Service, PowerPoint, Event Planning, Editing, Social Media, Recording, Photography, Event Management, Wordpress, Photoshop, Strategic Planning, Advertising, Video, Problem Solving, Blogging, Social Media Marketing, Final Cut Pro, Non-profits, HTML, Fundraising, Team Building, Web Development, Insurance, Microsoft Word, Budgets, Marketing, Facebook, Leadership Development, Time Management, Volunteer Management, Nonprofits, Microsoft Excel, Social Networking, Coaching, Leadership, Management
Education
Greenville College 2006 — 2008
BS, Business Administration, Marketing and Accounting
Danville Area Community College 2003 — 2006
Associate, Business Management
Danville High School 1999 — 2003
State Farm June 2014 - Present
MassMutual Financial Group December 2013 - April 2014
The Law Offices of Moore, Berry, and Linville May 2013 - August 2013
Skills
Property & Casualty..., Life Insurance, Term Life Insurance, Refinance, Sales, People-oriented, Microsoft Office, Microsoft Excel, Community Outreach, Financial Analysis, Communication Skills, Finance, Management, Outdoor Recreation, Communication, Organizational Culture, Time Management, Public Speaking, Leadership, Social Media, Teamwork, Microsoft Word, PowerPoint
Education
Harding University 2010 — 2014
BBA, Finance and Financial Management Services
Wells Fargo Home Mortgage January 2015 - Present
Rotary Club of Innsbrook 2012 - Present
Mason-McDuffie Mortgage February 2012 - January 2015
MetLife Home Loans May 2010 - January 2012
First Market Mortgage January 2005 - April 2010
Saxon Mortgage August 2004 - January 2006
MassMutual Financial Group 2003 - 2004
Skills
FHA, USDA, Refinance, Reverse Mortgages, FHA financing, Residential Mortgages, Mortgage Lending, Investment Properties, Mortgage Banking, Loans, Rates, Non-Conforming, Credit, VA loans, Loan Origination, First Time Home Buyers, Real Estate, Single Family Homes, Foreclosures, Home Equity Lines of..., Short Sales, Mortgage Marketing, Government Loans, Construction Loans, Underwriting, FHA Financing, Interest Rates, VA Loans
Education
Hampden-Sydney College 1998 — 2002
Managerial Economics
Atlee High School 1994 — 1998
Brooks Financial Group, Inc. November 2005 - Present
MassMutual Financial Group May 2005 - November 2005
Skills
Retirement Planning
Education
Gettysburg College 2001 — 2005
BA, Economics & Business Management
gettysburg 2001 — 2005
Calvert Hall
Del Monte Group, LLC October 2008 - Present
MassMutual Financial Group February 2006 - October 2008
Linea Consulting July 2005 - December 2005
Skills
Investment Advisory, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Retirement, Certified Financial..., Mutual Funds, Financial Advisory, Investment Strategies, Investment Management, Wealth, Financial Planners, Wealth Management..., Estate Planning, Social Security
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (BA), Business Economics; Minor: Sports Management
Golden Gate University 2011 — 2013
Master of Science (MS), Financial Planning
Spirotherm December 2012 - Present
MassMutual Financial Group August 2012 - November 2012
Chick-fil-A March 2011 - May 2012
Southern Legacy Gardens May 2005 - August 2009
Skills
Strategic Financial..., Retirement Planning, Retirement, Long Term Care Insurance, Fixed Annuities, IRAs, Wealth Accumulation, College Savings Plans, Wealth Management, 401k Rollovers, Customer Service, Microsoft Office, Financial Analysis
Education
Georgia Southern University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Rubenstein Associates June 2013 - Present
MassMutual Financial Group July 2012 - June 2013
Covepoint Capital Advisors, LLC December 2011 - July 2012
Steamboat Art Museum September 2010 - September 2011
SharpShooter Imaging September 2010 - April 2011
Foreman Gallery January 2010 - May 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Salesforce.com, Office Management, Social Networking, Microsoft Word, Appointment Scheduling, Meeting Planning, Event Planning, Art Exhibitions, Office Administration, Contemporary Art, Photoshop, Research, Digital Photography, Travel Planning, Networking, Staff Supervision, Editing, Receptionist Duties
Education
Hartwick College 2006 — 2010
Bachelor of Arts (B.A.), Art History
Signator Investors, Inc. August 2012 - Present
MassMutual Financial Group October 2007 - August 2012
ONESCO 2006 - 2007
Skills
FINRA Series 6,7,63 and..., Due Diligence, Relationship Management, ETFs, Mutual Funds, Marketing, Variable Annuities, Separately Managed..., Financial Advisory, Investments, Series 7, Financial Services, Series 63, Wealth Management, Securities, Asset Management, Retirement Planning, Portfolio Management, Investment Advisory, Insurance
Education
Northern Kentucky University 2004 — 2006
Master of Business Administration (MBA), Finance, General
Gettysburg College 1993 — 1997
Bachelor's degree, Political Science and Government
Davis & Towle Insurance Group, Inc. August 2010 - Present
Blueprint Financial Group 2008 - 2010
MassMutual Financial Group 2000 - 2008
United States Postal Service 1994 - 2000
US Army 1990 - 1994
Skills
Management, Sales Management, Sales, Marketing, New Business Development, Six Sigma, International Business, Financial Planning, Financial Analysis, Team Building, Team Leadership, Contract Negotiation, Data Analysis, Microsoft Excel, Process Improvement, Insurance, Microsoft Office, Minitab, PowerPoint, Public Speaking, Strategic Planning, Training, Government
Education
Granite State College
Bachelor's Degree, Business Management
Southern New Hampshire University
Master of Business Administration (M.B.A.), International Business
Northeastern University September 2013 - Present
MassMutual Financial Group January 2015 - July 2015
Aras Corporation May 2014 - August 2014
CSC September 2011 - July 2013
Skills
Java, Java Enterprise Edition, Xamarin, JavaScript, Struts, Windows 8 App..., Android Development, HTML 5, XML, JSP, MongoDB, Web Services, CSS3, SQL, HTML, CSS, ASP.NET, Eclipse, Web Development, MySQL, PhoneGap, Android, jQuery, Mobile Applications, J2EE Application..., JDBC, Software Development, Databases, J2EE, OData, C#, C++, XAML, Visual Studio, Servlets, AngularJS, Git, Hibernate
Education
Northeastern University 2013 — 2015
Master of Science (MS), Computer Science, 3.67/4.0
Guru Gobind Singh Indraprastha University 2007 — 2011
Bachelor of Technology, Computer Science and Engineering
St. Cecilia's Public School 2005 — 2007
XII, Science
Unity Christian High School October 2014 - Present
National Intercollegiate Soccer Officials Association April 2012 - Present
United States Soccer Federation February 2002 - Present
MassMutual Financial Group October 2013 - October 2014
Manufacturer's Supply Company June 2005 - September 2013
ATEK Medical/Vention Medical September 2011 - September 2012
The PFM Group October 2010 - October 2011
Soccerzone LLC March 2005 - November 2010
Skills
Communication, People-oriented, Organization, Finance, Microsoft Excel, Cost Saving Projects, Cost Variance Analysis, Customer Service, Financial Statements, Financial Statement..., Personal Budgeting, Investments, Sales, PowerPoint, Sports, Soccer, Sports Management, Leadership, Sports Marketing, Sports Coaching, Time Management, Analysis, Coaching, Football, Microsoft Word, Social Networking, Microsoft Office, Athletics
Education
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Unity Christian High School 2005 — 2009
MassMutual Trust Company May 2014 - Present
MassMutual Trust Company August 2013 - August 2014
MassMutual Trust Company August 2010 - August 2013
MassMutual Financial Group December 2007 - July 2010
Skills
Investments, Sales, Mutual Funds
Education
Gordon College 2000 — 2004
Bachelors, Economics & Business Adm
Department of Economics, Harvard University September 2014 - May 2015
Resources for the Future June 2013 - August 2013
Harvard Kennedy School of Government September 2012 - December 2012
China Development Bank July 2012 - August 2012
MIT Department of Economics June 2011 - May 2012
MIT Joint Program on the Science and Policy of Global Change September 2010 - May 2012
Department of Economics, Tsinghua University September 2009 - June 2010
MassMutual Financial Group January 2009 - February 2009
International Business Machine August 2008 - August 2008
Education
Harvard Kennedy School of Government 2012 — 2017
Doctor of Philosophy (PhD), Public Policy
Massachusetts Institute of Technology 2010 — 2012
S.M., Technology and Policy Program (TPP)
Tsinghua University 2006 — 2010
Bachelor, Environmental Engineering, Computer Applications
No. 2 High School Attached to East China Normal University 2003 — 2006
High School
Lending Club January 2015 - Present
Lending Club November 2013 - Present
MassMutual Financial Group May 2013 - October 2013
Wells Fargo Bank July 2009 - May 2012
Best Buy June 2007 - July 2009
Best Buy July 2004 - March 2006
Skills
Loss Prevention, Merchandising, Inventory Management, Retail, Recruiting, PowerPoint, Driving Results, Income Statement, Customer Service, Sales Management, Event Planning, Profit, Strategic Planning, P&L Management, Customer Experience, Management, Hiring, Loans, Microsoft Office, Team Building, Employee Relations, Sales, Leadership, Leadership Development, Customer Satisfaction, Coaching, Strategic Financial..., Training, Financial Analysis, Sales Operations, Finance, Investments, Time Management, Customer Retention, Access, Employee Benefits, Start-ups, Forecasting, Banking, Budgets, Analysis, Outlook, Risk Management, Credit, Insurance, P&L
Education
Golden Gate University 2011 — 2013
MBA, Finance (Investment Management)
San Francisco State University 2004 — 2008
English, Creative Writing
variety of for-profits and non-profits September 2009 - Present
IBM September 2010 - August 2011
MassMutual Financial Group November 2008 - September 2009
Springfield Techncial Community College September 2006 - September 2008
Pocumtuck Valley Memorial Association September 2002 - May 2006
MicroTraining Associates, Canton, CT. and Helios Custom Training, Northampton, MA September 1995 - April 2002
The Dodge Group September 1991 - September 1995
Dun & Bradstreet Software Services September 1985 - April 1991
New Haven School District September 1976 - September 1978
Skills
E-Learning, Instructional Design
Education
Harvard University Graduate School of Education 1978 — 1983
Ed.D., Administration, Planning and Social Policy
Wesleyan University 1969 — 1971
M.A.T., English
University of Rochester 1965 — 1969
B.A., History
Advanced Asset Protection, LLC June 2003 - Present
MassMutual Financial Group 2001 - 2003
MetLife March 1996 - 2001
Xerox Corporation July 1972 - September 1976
Skills
401k, Fixed Annuities, Marketing, Retirement, Life Insurance, Term Life Insurance, Long-term Care, IRAs, Retirement Planning, Disability Insurance, Wealth Management, Small Business, Strategic Financial..., Health Insurance, Insurance, Brokers, Estate Planning, Sales, Strategic Planning, Financial Planners, Universal Life, Series 7, Whole Life, Long Term Care Insurance, Sales Management, Investments, Employee Benefits, Wealth Accumulation, Marketing Strategy, Public Speaking, Financial Planning
Education
National Science Foundation Fellow at C.N.R.S. in Grenoble, France 1971 — 1972
Post Doctoral Fellow, Solid State Physics
Harvard University 1969 — 1971
Post Doctoral Fellow, Div fo Engineering and Applied Physics, Solid State Physics
Purdue University 1965 — 1969
Doctor of Philosophy (Ph.D.), Solid State Physics
Purdue University 1964 — 1965
Master's Degree, Physics, Math
Purdue University 1960 — 1964
Bachelor's Degree, Physics, Chemistry and Math
MassMutual Financial Group June 2013 - Present
PA Onsite Auction Company 2007 - January 2013
Gettysburg College January 2010 - September 2012
Skills
Leadership, Public Speaking, Customer Service, Marketing, Microsoft Office, Sales, Social Media, Finance, Research, Time Management, Data Analysis, Financial Modeling, Leadership Development, Social Networking, Critical Thinking, Market Research, Teamwork, Social Media Marketing, Financial Analysis, Economics, Strategic Planning, Insurance, Employee Benefits
Education
Gettysburg College 2009 — 2013
Bachelor of Arts(BA), Intra-Organizational Management Studies, Business
PNC May 2013 - Present
Fifth Third Bank February 2011 - May 2013
JPMorgan Chase March 2007 - February 2011
MassMutual Financial Group January 2004 - March 2007
Electronic Data Systems June 1999 - December 2003
Skills
Small Business Lending
Education
Bath High School 2004 — 2007
Grand Valley State University 1997 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
MassMutual Financial Group October 2013 - Present
Northwestern Mutual Financial Network November 2004 - March 2011
Asset Protectors and Advisors April 2003 - February 2004
Fleet Equipment – Outside Salesman June 2002 - December 2002
Kennon Farms December 1999 - June 2002
Northwestern Mutual Life Insurance Co July 1980 - December 1999
Skills
Sales, Customer Service, Marketing, Account Management, Cold Calling, Microsoft Excel, Strategic Planning, Sales Management, Marketing Strategy, Leadership, Management, Training
Education
Harding University 1972 — 1979
BA, Physical Education
York College 1970 — 1972
Associate of Arts (AA), General
MassMutual Financial Group February 2014 - Present
Leslie's Creations October 2009 - Present
Stern Cardiovascular Foundation January 2013 - February 2014
Plasticolor Inc November 2010 - November 2012
SomethingJava January 2008 - November 2010
Reunion Mortgage September 2003 - November 2007
International Financial Group January 2002 - August 2003
Skills
Account Management, Customer Service, PowerPoint, Trade Shows, Sales Management, New Business Development, Sales, Microsoft Excel, Marketing, Microsoft Word, Strategic Planning, Training, Advertising, Management, Leadership, Event Planning, Event Management, Fundraising
Education
Cal State East Bay 2008 — 2009
Wedding Planner Certificate, Wedding & Event Planning
Golden West College 2002 — 2003
Psychology
Allstate December 2014 - Present
Red Ventures February 2014 - November 2014
MassMutual Financial Group September 2011 - August 2013
Personal touch landscaping LLC May 2006 - August 2007
Skills
Customer Service, Disability Insurance, Leadership, Microsoft Excel, PowerPoint, Social Networking, Microsoft Office, Microsoft Word, Time Management
Education
High Point University 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Nansemond Suffolk Academy 1992 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
AAA Pioneer Valley December 2013 - Present
King Ward Coach Lines October 2002 - Present
Amherst Survival Center February 2013 - Present
Royal Tours and Cruises April 2010 - October 2011
King Ward Coach Lines October 2002 - March 2010
Landmark Tours & Cruises September 2001 - October 2002
MassMutual Financial Group May 1989 - June 2001
Skills
Tourism, Tour Management, Walking Tours, Hotels, Hospitality, Hospitality Industry, Tour Operators, Travel Planning, Leisure Travel, Travel Management, Tour Packages, Destination Marketing, Tour Planning, Event Management, Event Planning, Product Development, Cultural Tours, Wine Tours, Holiday Packages, Cruises, Tour, Visitor Attractions, Trade Shows, Public Speaking, Customer Satisfaction, Customer Service, Seniors, Community Groups, School Groups, Resorts, Vacation, Business Travel, Online Travel, Incentives, Honeymoons, Leadership, Incentive Travel, Leisure, Sales, Adventure Travel
Education
University of Massachusetts, Amherst
BS, Leisure Studies and Resources
Greenfield Community College
Associates Degree
Turners Falls High School
Diploma
MassMutual Financial Group May 2013 - Present
MassMutual Financial Group September 2006 - May 2013
Cigna April 2005 - August 2006
Lexmark International June 1997 - March 2005
Long John Silver's 1995 - 1997
Skills
Public Speaking, Group Presentations, Performance Management, Recognition Programs, Compensation, HRIS, Benefits, Employee Benefits, Toastmasters, Benchmarking, Human Resources, Sales Compensation, Management, Incentive Programs, Deferred Compensation, Leadership, Executive Pay, Personnel Management, Onboarding, Workforce Planning, Compensation & Benefit, Talent Management, Benefits Administration, Organizational Design, Employee Engagement, Talent Acquisition, Applicant Tracking..., PeopleSoft, Employee Relations, HR Policies
Education
Hanover College
Business
Indiana University - Kelley School of Business
BS, Marketing
Indiana University Bloomington
Masters, Labor Relations
MassMutual Financial Group September 2014 - Present
Bankers Life and Casualty Company December 2013 - September 2014
Lincare Holdings, Inc January 2012 - December 2013
New York Life December 2009 - December 2011
New York Life March 2008 - December 2009
Trustmark Life Insurance Company October 1998 - March 2008
Skills
Sales, Recruiting, Insurance, Sales Operations, Employee Benefits, Training, Marketing, Coaching, Strategic Planning, Management, Customer Service, Team Building, Health Insurance, Long-term Care, Medical Devices, Small Business, Sales Management, Life Insurance, Disability Insurance
Education
Grand View College 1993 — 1997
B.A., Liberal Arts
Merrill Edge October 2014 - Present
MassMutual Financial Group June 2014 - August 2014
Delta Kappa Epsilon - Zeta Gamma Colony November 2013 - May 2014
Hampden-Sydney Volunteer Fire Department September 2011 - May 2014
Wake Forest Fire Department August 2012 - 2014
Towering Pines Camp June 2009 - August 2011
Skills
Public Speaking, Leadership, Finance, Economics, Time Management, Leadership Development, Financial Analysis, Life Insurance, Disability Insurance, Political Economy, Student Development, Student Affairs, Career Counseling, Customer Service
Education
Hampden-Sydney College 2010 — 2014
Bachelor of Arts (BA), Economics and Business, Senior Year GPA: 3.31
Universidad de Alcalá 2012 — 2012
MassMutual Financial Group February 2013 - Present
MassMutual Financial Group June 2012 - February 2013
MassMutual Financial Group January 2011 - June 2012
MassMutual Financial January 2009 - January 2011
MassMutual Financial January 2004 - January 2009
MassMutual Financial January 2002 - January 2004
MassMutual Financial January 2001 - January 2002
US Navy January 1995 - January 2001
Skills
System Deployment, SDLC, IIS, Websphere, Web Applications, SharePoint, Apache, Servers, Enterprise Software, Web Development, Enterprise Architecture, Vendor Management, Infrastructure, Business Analysis, WebSphere Application..., Mainframe, Application Architecture, IT Strategy, Solution Architecture, WebSphere Portal, IT Management, Team Leadership, Technical Leadership, Public Speaking, Agile Methodologies, Mobile Technology, Sitecore, Operating Systems, WebSphere, SOA
Education
Hawaii Pacific University 1999 — 2001
AS, Computer Science
TMX Finance January 2015 - Present
TMX Finance March 2014 - December 2014
TMX Finance February 2011 - March 2014
SunTrust Bank June 2010 - February 2011
Wells Fargo November 2007 - June 2010
SunTrust Bank April 2007 - November 2007
MassMutual Financial Group September 2006 - April 2007
Skills
Sales Skills Training, Sales Management, Mortgage Lending, Credit, Banking, Financial Services, Loans, Sales, Insurance, Account Management, Finance, Personal Development, Performance Management, Training, Training Facilitation, Instructor-led Training, Cold Calling, Cross Selling, Forecasting, Applicant Tracking..., Sales Process, Business Analysis, Consumer Lending, Customer Service, Management, Recruiting, Coaching, Retail, Hiring, Time Management, Budgets, Team Building, Operations Management, Leadership, Profit, Process Improvement, Customer Retention, Customer Satisfaction, Inventory Management, Human Resources, Employee Relations, Call Centers, Employee Training, P&L Management, Team Leadership, Sales Operations, Selling Skills
Education
Georgia Southern University - College of Business Administration 2001 — 2006
BBA, Finance
Wounded Warrior Project April 2013 - Present
The Rally Point Program, NFP January 2012 - Present
National Association of Insurance and Financial Advisors June 2009 - September 2013
VALIC Financial Advisors, Inc. September 2010 - January 2012
COUNTRY Financial June 2009 - July 2010
The American Legion June 2008 - July 2010
Westside Ministers Coalition 2010 - 2010
NUL/CUL 2005 - 2010
MassMutual Financial Group June 2007 - June 2009
Ameriprise Financial Services, Inc. April 2005 - June 2007
Skills
Recruiting, Insurance, Wealth Management, Grant Writing, Program Development, Community Outreach, Event Planning, Disability Insurance, Risk Management, Retirement, Project Management, Sales, Strategic Planning, Management, Financial Planners, Life Insurance, Investments, Program Management, Nonprofits, Social Networking, Commercial Insurance, Team Building, Account Management, Public Speaking, Financial Risk, Leadership, Retirement Planning, Leadership Development, Long-term Care, Finance, Small Business, Customer Service, Strategic Financial..., Budgets, Fixed Annuities
Education
Governors State University 2013 — 2016
Master of Social Work (MSW), Holistic Treatment and Behavioral Health, 3.8
Governors State University 2011 — 2013
Bachelor of Arts (BA), Interdisciplinary Studies Social Work Addiction Studies, 3.9
Southern Illinois University, Carbondale 1990 — 1993
B&A Human Resources Management
CGI Federal March 2009 - Present
MassMutual Financial Group June 2008 - December 2008
Skills
SSIS, SSRS, T-SQL, Microsoft SQL Server, Stored Procedures, VBScript, ETL, Data Warehousing, Data Modeling, Crystal Reports, Business Intelligence, VB.NET, Databases, Database Design, SQL Tuning, Oracle, SQL, Software Development, Web Applications, SharePoint, Visual Basic, XML, JavaScript, Performance Tuning, Data Migration, DTS, Relational Databases, HTML
Education
Stevens Institute of Technology 2007 — 2008
Master OF Science, Computer Science (Database and Security), 3.50/4.0
Gujarat University 2002 — 2006
Bachelore OF Science, Computer Science, 3.53/4.00
MassMutual Financial Group December 2012 - Present
Equal Employment Opportunity Commission May 2011 - August 2011
Office of the United States Attorney for the Northern District of Georgia June 2010 - August 2010
Dave Swalm School of Chemical Engineering - Mississippi State University January 2005 - May 2007
Skills
GGY AXIS, MG-Triton, Cash Flow Testing, GAAP validation, Microsoft Excel, Access, Microsoft Word, VBA, Stata, Lexis, Westlaw, Matlab, PowerPoint
Education
Harvard Law School 2009 — 2012
J.D., Law
Mississippi State University 2002 — 2007
Bachelor’s Degree, Chemical Engineering; Minor in Mathematics
MassMutual Financial Group December 2011 - Present
E&M Consulting of Raymond James & Associates February 2006 - December 2011
McDonald Financial Group June 2003 - February 2006
Principal Financial Group June 2001 - June 2003
Skills
Retirement Plan..., 401k, Mutual Funds, Retirement Planning, Retirement, Pensions
Education
Grove City College
BS, Business
Committee on Capital Markets Regulation August 2015 - Present
Cravath, Swaine & Moore LLP May 2015 - July 2015
MassMutual Financial Group June 2014 - August 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2014 - June 2014
Vanguard November 2010 - August 2013
Foundation for Law, Justice and Society June 2009 - May 2010
NJ Supreme Court - Advisory Committee on Judicial Conduct June 2008 - August 2008
Skills
Mergers & Acquisitions, Securities, Valuation, Mutual Funds, Alternative Investments, Asset Allocation, Investment Management
Education
Harvard Law School 2013 — 2016
Doctor of Law (J.D.)
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
Bachelor of Arts (B.A.), Economics & Political Science, Summa Cum Laude
Mylan Specialty March 2014 - Present
Mylan Specialty January 2012 - March 2014
MassMutual Financial Group June 2008 - December 2011
Skills
Specialty Pharmaceutical, Pharmaceutical Sales, Business Development, Territory..., Territory Account..., Pharmaceutical Industry, Sales, Healthcare, Managed Care, New Business Development, Management, Product Launch, Sales Management, Sales Operations
Education
Hobart College 2004 — 2008
BA, Economics
Bishop Timon St. Jude High School 2000 — 2004
MassMutual Financial Group February 2013 - Present
FM Facility Maintenance January 2009 - February 2013
Smith's Medical September 2007 - September 2008
GE January 2007 - September 2007
US Navy May 1999 - October 2006
Skills
Customer Service, Team Building, Process Scheduler, Microsoft Office, Team Leadership, Operational Planning, Outlook, Budgets, Navy, Process Improvement, Customer Satisfaction, Analysis, Training, Project Planning, Quality Assurance, Software Documentation, Supervisory Skills
Education
The University of Connecticut 1997 — 1998
Grantham University
Information Technology
First Citizens Bank May 2013 - Present
Union First Market Bank December 2003 - May 2013
First Market Bank December 2003 - May 2013
MassMutual Financial Group April 2003 - November 2003
Merrill Lynch May 2002 - August 2002
Skills
Banking, Credit, Portfolio Management, Financial Analysis, Risk Management, Strategic Planning, Microsoft Excel, Credit Analysis, Customer Service, Sales, Consumer Lending, Management, Retail Banking, Finance, Cross Selling, Financial Services, Leadership, Small Business, Wealth Management, Coaching, Business Development, Lines Of Credit, Branch Banking, New Business Development, Deposits
Education
Hampden-Sydney College 1998 — 2002
BA, Psychology / Sociology
Holy Innocents' Episcopal School (Atlanta, GA) 1994 — 1998
Howling Wolf Management Training, LLC May 2013 - Present
MassMutual Financial Group 1986 - 2012
Honolulu Publishing Company, Ltd. 1979 - 1986
Education
Harvard College
Bachelor of Arts (BA)
Western New England College
Master of Business Administration (MBA)
MassMutual Financial Group 2012 - 2013
Chisolm Trail Financial Group April 2011 - December 2011
Retirement Resources LLC December 2002 - June 2009
Provident Mutual Life and Financial Services April 1998 - December 2001
Skills
Financial Planning, 401k
Education
University of Texas - Austin 2010 — 2012
Financial Planning Certificate - Continuing And Innovative Education, Financial Planning Certificate Program
Harvard University 1968 — 1972
BA, Government/Politcal Science
Knights of Columbus January 2015 - April 2015
State of Connecticut - Criminal Justice Information System (CJIS) June 2013 - January 2015
VISTECH October 2010 - March 2013
MassMutual Financial Group August 2009 - July 2010
Visual Technologies Inc. September 2006 - February 2009
Hartford Technology Services Corp. November 2005 - September 2006
ING March 2005 - September 2005
Hartford Life October 2004 - February 2005
MassMutual March 1999 - September 2004
Connecticut/MassMutual August 1995 - March 1999
Skills
Quality Assurance, SharePoint, Quality Center, Business Analysis, User Acceptance Testing, Systems Analysis, Microsoft Office, Public Speaking, Manual Testing, Access, Outlook, Coaching, PowerPoint, Investments, Windows 7, Test Director, Vantage, Writing Skills, End User Training, Great People Skills, Speech Writing, SharePoint Designer, RPS, Financial Coaching, Excel, OneNote, Word, Team Oriented, Christian, Athletes, Research, Social Media, Twitter, Facebook, LinkedIn, Chrome, Firefox, Opera, Internet Research, Internet Explorer, Musicianship, Windows XP Professional, Lifestyle Coaching, Guitarist, Bassist, Harmonica, Songwriting, Promotions, Attitude, Integrity
Education
University of Hartford 2002 — 2005
M.B.A., Business Administration
Grove City College 1991 — 1995
B.A., Mathematics
The Master's School 1986 — 1991
High School
MassMutual Financial Group 2012 - Present
Sun Life Financial January 2007 - March 2012
Caryl Falvey Marketing Associates January 1999 - January 2006
Liberty Financial Bank Group January 1993 - January 1996
Webster Bank January 1988 - January 1994
Rockland Trust Company January 1986 - January 1988
Skills
Series 6, Series 63, Alternative Investments, Series 7, Fixed Annuities, Mutual Funds, Marketing Strategy, Variable Annuities, Marketing
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1989 — 1992
MBA, Marketing
Hartwick College 1982 — 1982
BA, Economics
ILA 1624 August 2006 - Present
MassMutual Financial Group May 2009 - August 2009
Skills
Customer Service, Fixed Annuities, Investments, Leadership, Logistics, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Retirement Planning, Sales, Series 7, Strategic Planning, Team Building, Transportation, Wealth Management
Education
Hampden-Sydney College 2003 — 2007
Economics
MassMutual Financial Group May 2014 - July 2014
VCORP India Pvt. Ltd. July 2012 - June 2013
Sportz Consult July 2010 - June 2012
Confederation of Indian Industry September 2009 - July 2010
Kotak Mahindra Bank November 2008 - April 2009
Skills
Management, Marketing, Business Analysis, Event Management, Social Media, Marketing Strategy, Corporate Communications, Project Management, Event Planning, Team Management, Analysis, Leadership Development, Marketing Communications, Negotiation, Sports Marketing, Sponsorship, Sports Management, Goal Oriented, Event Marketing, Highly motivated..., Optimistic, Results Oriented, Professional Sports, Long-term Customer..., Strategic Planning, Data Analysis, Agile & Waterfall..., SQL, HIPAA, Strategy, Microsoft Office, Leadership, Business Development, Analytics
Education
Georgia State University 2013 — 2015
Master of Business Administration (M.B.A.), Business Analysis
University of Pune 2002 — 2007
Bachelor of Engineering (B.E.), Electronics & Telecommunication
Welham Girls High School 1994 — 2002
I.S.C
Richfield Hospitality / Sheraton Chapel Hill August 2012 - Present
Culinaire International at Embassy Suites Raleigh Crabtree November 2007 - September 2012
Greensboro Chamber of Commerce 2005 - 2007
MassMutual Financial Group 2005 - 2007
GF Manaagent at the Clarion Hotel 2002 - 2007
Olson Aycock AllPoints Research 1998 - 2001
Skills
Sales Management, Management, Hotels, Event Planning, Budgets, Customer Service, Customer Satisfaction, Menu Development, Food & Beverage, Event Management, Catering, Forecasting, Hospitality, Hospitality Management, Recruiting, Microsoft Excel, Events, Hiring, Microsoft Office, Sales, Wedding Planning
Education
High Point University 2001 — 2005
BS, Business Administration, Management, Psychology
***
Business Administration and Management, General
Bucket List Planning, LLC January 2014 - Present
Advocare May 2010 - January 2014
Capstone Financial, LLC June 2013 - December 2013
Northwestern Mutual November 2012 - May 2013
MassMutual Financial Group March 2010 - November 2012
Live Outside June 2009 - November 2009
Principal Financial Group September 2008 - June 2009
Genworth Financial February 2005 - August 2007
AMVESCAP Retirement of Invesco Funds August 2003 - February 2005
Skills
Retirement, Series 7, Series 63, Investments, 401k, Mutual Funds, Insurance, Fixed Annuities, Financial Analysis, Strategic Financial..., Asset Allocation, Strategic Planning, Training, Leadership, Portfolio Management, Sales, Strategy, Finance, Business Development, Financial Advisory, Financial Services, Life Insurance, Start-ups, Marketing, Mergers & Acquisitions, Securities, Marathon
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2003
Bachelor of Arts (B.A.), Finance, General
Montana State University-Bozeman 1998 — 2001
Darlington High School
Walt Disney Imagineering March 2014 - July 2015
Walt Disney Imagineering June 2011 - March 2014
Walt Disney World January 2011 - June 2011
KCAL Insurance Agency March 2010 - June 2010
MassMutual Financial Group January 2010 - March 2010
Merrill Lynch January 2009 - March 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Management, Microsoft Office, Analysis, Forecasting, Corporate Finance, SAP R/3, Finance, SAP Business One, Data Analysis, Budgets, SAP BW, CRM, Customer Service, Investments
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Strategic Management
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Master of Science in Finance, 3.9
University of California, Riverside - A. Gary Anderson Graduate School of Management 2007 — 2010
Bachelor of Science in Business Administration, Finance, 3.8
Hong Kong University of Science and Technology - School of Business and Management 2009 — 2009
Education Abroad Program, Finance
Difference Makers of Hot Springs 2015 - Present
Hot Springs School District July 2011 - Present
Hot Springs High School August 1999 - Present
MassMutual Financial Group March 1988 - May 1990
Wal-Mart March 1981 - December 1983
Skills
Teaching, English, Parent Involvement, Parent-Teacher..., Professional..., Microsoft Office, Customer Service, PowerPoint, Staff Development, Elementary Education, Curriculum Development, Teacher Mentoring, IEP, Individualized..., RTI, Classroom, Parent Communication, Special Education, Public Speaking, Curriculum Design, Educational Leadership, Classroom Management, Differentiated...
Education
Henderson State University 1997 — 1999
Bachelor's degree, Elementary Education and Teaching with a Minor in Special Education
Garland County Community College 1995 — 1997
Associate of Science (A.S.), Elementary Education and Teaching
California Attorney General May 2015 - July 2015
San Francisco Superior Court August 2014 - November 2014
Homeless Advocacy Project May 2014 - July 2014
MassMutual Financial Group August 2012 - June 2013
New York Public Interest Research Group (NYPIRG) July 2012 - August 2012
Albany Medical Center June 2011 - June 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Outlook, Research, Administrative..., Management, Social Networking, Event Planning, Recruiting, Marketing, Legal Writing
Education
Golden Gate University, School of Law 2013 — 2016
Doctor of Law (J.D.)
SUNY Oswego 2007 — 2012
Bachelor of Arts (B.A.), Psychology, magna cum laude
Quadrant Private Wealth August 2015 - Present
MassMutual Financial Group September 2014 - August 2015
Dallas Theological Seminary August 2010 - June 2014
CE National, Inc. August 2007 - July 2010
Skills
Financial Statement..., Due Diligence, Business Valuation, Microsoft Excel, Executive Benefit..., Business Succession..., Supplemental Executive..., Non-Qualified Deferred..., Split-Dollar Insurance..., Employee Stock Options, 401k, 403 b, Safe Harbor, Cash Balance Plans, Fixed Annuities, Variable Annuities, Mutual Funds, Business Overhead..., Disability Insurance, Whole Life, Variable Life, Universal Life, Long-term Care, CRM, Project Coordination, Small Business..., Coaching, Public Speaking, Life, Accident & Health..., Series 6, Series 63
Education
Dallas Theological Seminary 2010 — 2014
Th.M. Master of Theology, Systematic Theology, Homiletics and Hermeneutics
Grace College and Seminary 2003 — 2007
B.S. Bachelors of Science
MassMutual Financial Group 2015 - Present
Community Council of St Charles County 2011 - Present
Kb Data 2013 - 2015
Vatterott College 2010 - 2012
Aclara 2007 - 2010
Data2 Corporation 2002 - 2006
Elemica (Formerly RUBBERNETWORK.COM, LLC) 2001 - 2002
Burntstone Holding Co., LLC 1997 - 2001
Cabot Corporation 1992 - 1997
Skills
Long-term Customer..., Life Insurance, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Strategy, Team Building, Cross-functional Team..., Leadership, Business Development, Budgets, Operations Management, Market Planning, Business Planning, Marketing, Marketing Communications, Integrated Marketing, Marketing Strategy, Sales, Strategic Planning, Management, Start-ups, Advertising, Brand Development, Competitive Analysis, Business Strategy, New Business Development, Public Relations, Sales Operations, Brand Management, PPC, Market Analysis, Market Research, Program Management, Marketing Management, Creative Direction, Social Media, Lead Generation, Product Marketing, E-commerce, SEO, Direct Marketing, Strategic Partnerships, Online Marketing, Executive Management, CRM, Proposal Writing, B2B Marketing, Online Advertising, B2B
Education
Georgia State University 1993 — 1995
MBA
The University of Kansas 1987 — 1991
Bachelor of Science in Business
DNN Corp. October 2014 - Present
DNN Corp. November 2013 - Present
Tides September 2012 - May 2013
MassMutual Financial Group January 2011 - September 2012
Clean & Sober Homeless Recovery Communities July 2009 - August 2010
Gonzaga University August 2008 - May 2009
Gonzaga University January 2006 - May 2009
Skills
Team Leadership, Relationship Building, Organizational..., Microsoft Office, Customer Service, Research, Public Speaking, Microsoft Excel, PowerPoint, Outlook, Event Planning, Microsoft Word, Teamwork, Leadership, Non-profits, Office Management, Time Management, Team Building, Leadership Development, Employee Training, Nonprofits, Business Development, Social Networking, Channel Partners
Education
Gonzaga University 2005 — 2009
Bachelor of Artts, Sociology, Italian Studies
Gonzaga University 2005 — 2009
Bachelor of Arts, Sociology, Organizational Leadership
MassMutual Financial Group June 2015 - Present
UW consulting January 2014 - March 2014
Tospur Real Estate Consulting Co., Ltd. August 2013 - September 2013
Barclays June 2013 - July 2013
Centaline Group August 2012 - September 2012
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD June 2011 - August 2011
Skills
Microsoft Office, Event Planning, PowerPoint, Microsoft Word, Microsoft Excel, Project Planning, Social Media, SketchUp, Illustrator, Photoshop, Architectural Drawings, 3D Architectural..., GIS, Research
Education
University of Washington 2013 — 2016
Bachelor of Arts (B.A.), Community, Environment & Planning, Economics, and Urban Planning
Green River Community College 2011 — 2013
Associates, Business & Commerce
Salesforce January 2015 - Present
Shoutlet June 2014 - January 2015
Thomson Reuters August 2013 - June 2014
Thomson Reuters May 2011 - June 2014
Cannon Financial Strategists June 2010 - May 2011
MassMutual Financial Group 2007 - 2010
Chattahoochee River Walk Outfitters May 2004 - February 2007
Skills
Series 6, Series 63, series 65, SaaS Sales, SaaS, Strategic Financial..., Series 65, Investments, Sales, Account Management, Sales Management, Tax Accounting, Business Analysis, Small Business, Insurance, Finance, Business Intelligence, Salesforce.com, Financial Analysis, Tax, Financial Advisory, Financial Services, Risk Management, Relationship Management, CRM, Sales Operations, Business Development, Financial Planning, Marketing Strategy, Management
Education
Villanova University 2012 — 2013
Master Certificate in Business Intelligence, Business Intelligence
Sales and Marketing Executive International 2014 — 2015
Certified Marketing Executive, Marketing
Georgia State University - J. Mack Robinson College of Business 2002 — 2007
Bachelor of Business Administration (BBA), Risk Management & Insurance
New York University, SCPS 2010 — 2011
Certification in Financial Planning, Financial Planning
MassMutual Financial Group July 2014 - Present
Totman Financial Services June 2012 - Present
Coalition of Caregivers' Advocates 2012 - 2015
CenterState Corporation for Economic Opportunity 2013 - 2014
Women TIES 2012 - 2014
Allstate Financial Services April 2007 - June 2012
Spirit of Syracuse Chorus 1999 - 2009
Prudential Financial December 2000 - February 2003
McDonald Investments 1998 - 2000
Empower Federal Credit Union 1995 - 1997
Skills
Retirement Planning, Retirement, Long-term Care, Disability Insurance, IRAs, Insurance, Wealth Accumulation, Fixed Annuities, Long Term Care Insurance, Investments, Securities, Public Speaking, Small Business, Term Life Insurance, Universal Life, 401k, Mutual Funds, Health Insurance, Investment Advisory, Life Insurance, Series 63, Employee Benefits, Financial Services, Estate Planning, Whole Life, Asset Allocation, Wealth, Wealth Management, Investment Strategies, Asset Management, Alternative Investments, Personal Finance, Bonds, Wealth Management..., Series 6, Financial Advisory, Long Term Care, Annuities, IRA's, Wealth Transfer, Insurance Planning, Series 7, Roth IRA
Education
The Corporation for Long Term Care Certification Inc. 2006 — 2006
Certified in Long Term Care, Long Term Care Planning
Hartwick College 1968 — 1972
BA, Economics
The American College
LUTCF, Life Insurance, Disability Insurance, Business Insurance
Mercer April 2015 - Present
Ohio National Financial Services December 2013 - April 2015
PenCal January 2012 - December 2013
BeneFacio, Inc. April 2006 - February 2012
MassMutual Financial Group January 1999 - April 2006
Unum January 1998 - January 1999
Paul Revere Insurance Group January 1992 - January 1998
Skills
Disability Insurance, Employee Benefits, Life Insurance, Insurance, Retirement Planning, Long-term Care, Customer Service, Term Life Insurance, Small Business, Retirement, Health Insurance, Sales Management, Account Management, Series 6, 401k, Executive Pay, Fixed Annuities, Strategic Planning, Long Term Care, Customer Relations, Financial Services, Property & Casualty...
Education
Harding University 1989 — 1992
Business Administration, Sales
Executive Office of Health and Human Services, Massachusetts October 2014 - Present
Dean College January 2014 - Present
9 Dragons' Solutions March 2001 - Present
Corinthian Colleges January 2011 - April 2015
University of Phoenix 2006 - December 2014
Willie Ross School for the Deaf January 2003 - March 2010
Intimacies, Inc. December 1997 - March 2003
MassMutual Financial Group April 1999 - April 2000
Skills
Public Speaking, Curriculum Design, Teaching, Task Analysis, Communication, Microsoft Office, Problem Analysis, Collaborative Problem..., Requirements Analysis, Leadership, Marketing, Curriculum Development, Analysis, Nonprofits, E-Learning, Research, Coaching, Community Outreach, Training, Staff Development, Program Development
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1996
Masters of Business Administration, Business Administration and Management, General
Hampshire College 1987 — 1992
Bachelor's of Arts, Psychology and Sociology
Northern Essex Community College 1984 — 1986
Associate's Degree, Sign Language Interpretation and Translation
Rinvelt & David,LLC June 2015 - Present
Brinker Capital May 2015 - May 2015
MassMutual Financial Group May 2014 - July 2014
Uccello's Ristorante, Pizzeria & Sports Lounge October 2013 - April 2014
Sheshco Mediterranean Grill June 2011 - August 2011
Diocese of Toledo and the Midwest July 2010 - July 2011
Education
Grand Valley State University 2012 — 2015
Bachelor of Business Administration (BBA), Majoring in Finance and International Business and a Minor in Arabic
The Law Office of Judy Davis, LLC July 2014 - Present
Catic October 2011 - June 2014
East Greenwich High School March 2008 - June 2012
MassMutual Financial Group June 2006 - December 2010
Rhode Island Department of Attorney General January 1999 - May 2006
Skills
Real Estate Transactions, Real Estate, Civil Litigation, Courts, Estate Planning, Personal Injury, Business Development, Legal Research, Litigation, Commercial Litigation, Negotiation, Legal Writing, Appeals, Public Speaking, Wills, Insurance, Corporate Law, Family Law, Mediation, Title Insurance, Public Policy, Government, Contract Negotiation
Education
Roger Williams University School of Law 1994 — 1998
JD, Law
Hobart and William Smith Colleges 1984 — 1988
BA, Political Science
SKC Financial Group June 2014 - Present
MassMutual Iowa January 2014 - May 2014
MassMutual Financial Group May 2006 - May 2014
Abowd & Rose Financial Group May 2011 - October 2013
Skills
Investments, Securities, Mutual Funds, Fixed Annuities, Insurance, Retirement Planning, Strategic Financial..., Financial Services, Retirement, Wealth Management, Life Insurance, Series 7, Series 63, FINRA, Series 24
Education
Grinnell College 1997 — 2001
Bachelor of Arts (B.A.), Psychology & Political Science
Colfax-Mingo High School 1993 — 1997
MassMutual Financial Group June 2015 - Present
Meridian Health 2014 - Present
Overtime Athletics 2013 - 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Social Media, Research, Customer Service, Leadership, Teamwork, Skilled Multi-tasker, Organization, Interpersonal Skills, Communication, SPSS
Education
Georgian Court University 2015 — 2017
Master of Arts (M.A.), Clinical Psychology
Monmouth University 2011 — 2015
Bachelor's Degree, Psychology
Freehold Borough High School 2007 — 2011
MassMutual Financial Group March 2015 - Present
Wood Land Services June 2010 - January 2015
Associated Permit Agents Inc March 2006 - August 2010
Skills
Energy Industry, Mineral Rights, Petroleum, Title Opinions, Natural Gas, Oil/Gas, Gas, Division Orders, Title Searches, Titles, Minerals, Abstracting, Deeds, Oil & Gas Industry, Easements, Pipelines, Oil & Gas
Education
Harding University 2003 — 2008
Master of Business Administration (M.B.A.), Busness
Attraction Design December 2014 - Present
Bank of America February 2013 - January 2015
MassMutual Financial Group May 2011 - July 2011
Skills
Microsoft Excel, Financial Modeling, Microsoft Office, PowerPoint, Insurance, Financial Analysis, Finance, Corporate Finance, Financial Statement..., Accounting, Loan Structuring, Banking, Customer Service, Analysis, Leadership, Valuation, Equity Valuation, Excel, VEE, Word, Chinese
Education
Georgia State University - J. Mack Robinson College of Business 2015 — 2015
Master of Science (MS), Finance
Georgia State University - J. Mack Robinson College of Business 2009 — 2012
Bachelor of Business Administration (BBA), Actuarial Science
Pixar Animation Studios March 2013 - Present
Contra Costa County District Attorney's Office April 2011 - Present
MassMutual Financial Group September 2005 - March 2010
Skills
Courts, Criminal Law, Microsoft Word, Microsoft Office, Graphic Design, Graphics, Photoshop, Bilingual, PowerPoint, Microsoft Publisher, Microsoft Excel, Logo Design, Marketing, Newsletters, Research, Filing, Spanish, Outlook, Event Planning, Sales, Customer Service, Advertising, Social Media Marketing
Education
Heald College 2001 — 2002
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Northwestern Mutual April 2015 - Present
St. Louis Center March 2014 - Present
St. Louis Center September 2013 - Present
St. Louis Center April 2013 - Present
Lau & Lau Associates April 2004 - Present
MassMutual Financial Group December 2002 - April 2015
MassMutual Southeast Michigan November 2011 - September 2014
MassMutual Financial Group March 2001 - December 2002
Skills
Retirement Planning, Wealth Accumulation, Wealth Management, Trust Services, Life Insurance, Disability Insurance, Long Term Care Insurance, Annuities, Mutual Funds, IRAs, 401k Rollovers, Employee Benefits, Employee Benefits Design, 401k, 403 b, Executive Benefits, Recruiting, Hiring Personnel, Fundraising
Education
Grand Valley State University 1996 — 2000
Bachelors of Business Administration, Marketing
Chelsea High School 1992 — 1996
MassMutual Financial Group January 2013 - Present
MassMutual Financial Group May 2011 - December 2012
MassMutual Financial Group January 2007 - January 2011
Leesburg Regional Medical Center January 2006 - January 2007
Skills
Employee Benefits, HRIS, Human Resources, Process Improvement, Payroll, Training, Recruiting, Leadership, Employee Relations
Education
Westfield State College 2000 — 2003
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Greenfield Community College 1998 — 2000
Associates Degree, Liberal Arts and Sciences/Liberal Studies
Ticketmaster December 2010 - Present
Ticketmaster June 2000 - December 2010
PeopleSoft June 1996 - June 2000
Advanced Business Consultants September 1993 - May 1996
MassMutual Financial Group September 1989 - August 1993
Harvard University April 1987 - June 1989
Western New England University June 1985 - June 1989
Skills
Databases, E-commerce, Database Design, Oracle, Performance Tuning, Management, Microsoft SQL Server, Scalability, Entertainment, Ticket Sales, Internet Product..., Event Management, Mod_perl, Omniture, Confluence, Ad Serving, Ice Hockey, Coaching, Coach
Education
Harvard University 1985 — 1989
BA, Economics, Computer Science
Minnechaug Regional High School 1981 — 1985
Neil Tarte Insurance/Allstate Insurance January 2005 - Present
Seattle Yacht Club 2010 - 2014
Farmers Insurance 2006 - 2010
MassMutual Financial Group September 2004 - September 2005
Mutual of Omaha January 1996 - September 2004
Skills
Insurance, Umbrella Insurance, Sales Management, Term Life Insurance, Disability Insurance, Fixed Annuities, Life Insurance, Long-term Care, Customer Service, Customer Retention, New Business Development, Health Insurance, Business Analysis, Sales, Small Business, Leadership, Commercial Insurance, Management
Education
Washington State University 1978 — 1980
BS Hotel & Resturant Adminstration, Business
Highline Community College 1976 — 1978
Associate's degree, Hotel, Motel, and Restaurant Management
Friday Harbor High School 1971 — 1975
MassMutual Financial Group January 2014 - Present
Towers Watson 2013 - 2013
Summit Preparatory Charter High School August 2010 - June 2012
Burlingame High School August 2008 - June 2010
U.S. House of Representatives August 2001 - June 2002
Skills
Teaching, Curriculum Design, Public Speaking, Microsoft Word, Microsoft Excel, Facilitators
Education
The University of Connecticut 2012 — 2013
Master of Science (M.S.), Mathematics, 4.046 GPA
Stanford University 2008 — 2008
Master of Arts (M.A.), Education
Harvard University 2003 — 2007
Bachelor of Arts (B.A.), Mathematics
MassMutual Financial Group March 2015 - Present
Georgia State University January 2014 - Present
Camp Judaea August 2012 - Present
University of Maryland May 2011 - May 2012
University of Maryland January 2011 - May 2012
University of Maryland January 2010 - January 2012
Skills
Budget Management, Budget Analysis, Psychology, Research, Microsoft Office, Public Speaking, Community Outreach, PowerPoint, SPSS, Data Analysis, Non-profits, Fundraising, Microsoft Excel, Event Planning, Statistics, Student Affairs, Social Media, Grant Writing, Higher Education, Public Policy, Policy, Nonprofits, Volunteer Management, Teaching, Program Development
Education
Georgia State University - J. Mack Robinson College of Business 2013 — 2015
Master of Business Administration (MBA), Organizational Leadership
University of Maryland College Park 2009 — 2012
BA, Psychology
University of Maryland, College 2009 — 2012
Bachelor of Arts (BA), Behavioral and Social SciencesPsychology; Department of Human Development
American Jewish University 2008 — 2009
Jewish Studies
The Medicus Group June 2014 - Present
Park Avenue Securities January 2012 - Present
Consolidated Planning, Inc. January 2012 - Present
MetLife Securities, Inc 2002 - December 2011
MetLife March 2009 - December 2010
MassMutual Financial Group September 1998 - March 2002
Mutual of New York September 1995 - September 1998
Paul Revere Insurance Group May 1992 - September 1995
Education
Hanover College 1988 — 1992
B.A., Business Administration
New Castle High Schol
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company March 2015 - April 2015
Experienced Retirement Professional available for new opportunities April 2014 - March 2015
MassMutual Financial Group January 2013 - April 2014
The Hartford March 2008 - December 2012
MFS Investment Management December 2005 - March 2008
MFS Investment Management April 2005 - December 2005
MFS Investment Management 2001 - 2005
MFS Investment Management 2000 - 2001
Skills
Retirement Planning, 401k, Retirement, Defined Benefit, Qualified Retirement..., Series 63, Series 6, Mutual Funds, FINRA, Retirement Plan..., ERISA, Defined Contribution, Pensions, Profit Sharing, Bilingual, Investments, Relationship Management, Financial Services
Education
Hobart and William Smith Colleges 1995 — 1999
Bachelor of Arts, Spanish and Hispanic Studies
USG July 2015 - Present
Planned Financial Services, LLC May 2015 - July 2015
MassMutual Financial Group March 2015 - May 2015
Skills
Microsoft Excel, Microsoft Office, Retirement Planning, Wealth Management, Financial Analysis, Public Speaking, Data Analysis, Economics, Asset Management, Disability Insurance, Financial Services
Education
Hillsdale College 2010 — 2014
Bachelor of Arts (BA), Finance and Financial Management Services
MassMutual Financial Group February 2010 - Present
Aon Consulting May 1994 - January 2010
Confederation Life May 1991 - May 1994
Skills
Executive Pay, Disability Insurance, 401k, Defined Benefit, Employee Benefits, Retirement, Life Insurance, Long Term Care Insurance, Product Marketing, Account Management, Manage Client..., Non-Qualified Deferred..., Long-term Care, Insurance, ERISA, Health Savings Accounts, Retirement Planning, Term Life Insurance, Health Insurance, Brokers, Pensions, Whole Life
Education
The American College 1994 — 1996
Chartered Life Underwriter, Registered Employee Benefit Consultant
Georgia State University - J. Mack Robinson College of Business 1989 — 1991
BBA Finance, Finance
Milton High School
Milton High School
Milton High School
MassMutual Financial Group January 2015 - Present
Hamline Church United Methodist July 2013 - Present
Minnesota Department of Health May 2013 - August 2013
Hamline University February 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, HTML, Java, C, English, Matlab, Windows, AutoCAD, Event Planning, SQL, Higher Education, Program Development, Teaching, Team Leadership, Time Management
Education
Hamline University 2011 — 2015
Health Professions and Related Clinical Sciences, Other
North Central University 2009 — 2011
None, Generals
Lynchval Systems Worldwide (Retirement Systems &Services), KeyTech & Arrowpoint August 2011 - Present
Beneco March 2010 - July 2011
Chesapeake Benefit Partners August 2008 - March 2010
NRECA November 2007 - July 2008
MRM Corporation March 2005 - November 2007
MassMutual Financial Group December 1995 - February 2005
MassMutual Financial Group December 1995 - February 2005
MassMutual Financial Group December 1995 - February 2005
MassMutual Financial Group December 1995 - February 2005
Fidelity Investments July 1994 - December 1995
Skills
Strategy, Change Management, Organizational..., Leadership, Negotiation, Organizational..., Business Development, Organizational..., Management, CRM, Business Process..., Management Consulting, Business Planning, Outsourcing, Business Intelligence, Sales, Strategic Planning, Driving Results, Process Improvement, Budgets, Team Building, Customer Satisfaction, Business Strategy, Marketing Strategy, Marketing, Insurance, Consulting, Finance, Financial Services, Selling, Strategic Partnerships, Executive Management of..., Business Strategy,..., Entrepreneurship, Human Resources, Business Process, Leadership Development, Competitive Analysis, P&L Management, Vendor Management, Sales Management, Executive Management, Business Analysis, Business Transformation, Start-ups, Relationship Management, Investments, Mergers & Acquisitions
Education
West Chester University of Pennsylvania 1988 — 1990
Master of Business Administration (M.B.A.), Business Administration and Management, General
Harvard University 2000 — 2001
Executive Programs in Management, Executive Programs in Management
AT&T June 2012 - Present
Radioshack April 2006 - March 2012
Best Buy Inc June 2000 - March 2006
Dain Rauscher Inc. February 1999 - February 2000
MassMutual Financial Group June 1998 - November 1998
Skills
P&L, Merchandising Strategies, Retail Management, Merchandising, Multi-channel Retail, Forecasting, Budgeting, Contract Negotiation, Assortment segmentation, Pricing Optimization, Income Statement, Pricing, Marketing Strategy, Strategic Partnerships, Cross-functional Team..., Store Management, Budgets, Sales, Strategy, Segmentation, Assortment, Product Management, P&L Management, Negotiation, Selling
Education
Hamline University 1997 — 1999
Bachelor of Arts (B.A.), Economics and Management
Kronos April 2011 - August 2013
MassMutual Financial Group January 2010 - April 2011
The Hartford Insurance Group October 2004 - December 2009
Capital One Financial November 2000 - October 2004
Bain & Company July 1999 - October 2000
Nissei ASB 1990 - 1997
Skills
Business Transformation, Strategic Sourcing, Thought Leadership, Analytics, Re-engineering, acquisition due..., Change Management, Program Management, Business Strategy, global sourcing, Procurement, Process Improvement, Business Analysis, Strategic Consulting, Vendor Management, Contract Management, Business Development, Lean Transformation, Strategic Planning, Financial Services, Insurance, Enterprise Software, Workforce Planning, Business Process..., Management Consulting, Private Equity, Outsourcing, Offshoring, PMO, Project Management, Process Optimization, chief procurement...
Education
Harvard Business School 1998 — 1999
MBA, General Management
Indian Institute of Foreign Trade 1993 — 1995
Masters in International Business, International Business, Top 10% of class
Delhi School of Economics 1987 — 1989
Masters in Economics, Economics
MassMutual Financial Group December 2014 - Present
John Hancock August 2008 - December 2014
John Hancock Life Insurance Company (U.S.A.) August 2006 - August 2008
John Hancock Life Insurance Company (U.S.A.) August 2004 - August 2006
Skills
Series 7, Series 63, Series 6, Retirement, Sales, Business Planning, Fixed Annuities, Finance, Strategy, Mutual Funds, Sales Operations, Strategic Planning, Investments, 401k, Marketing
Education
Hobart and William Smith Colleges 2000 — 2004
Avon Old Farms School
LINQ Financial Group December 1998 - Present
MassMutual Financial Group 2007 - Present
Apollo Bank 2010 - Present
Comcast February 2006 - June 2014
Guardian Life Insurance May 1996 - November 1998
New York Mets June 1994 - January 1995
Skills
Strategic Financial..., Alternative Investments, Life Insurance, Securities, Competitive Analysis, Investments, Savings, Insurance, Employee Benefits, Baseball, Fixed Annuities, Deferred Compensation, Organizational..., Wealth, Leadership, Retirement, Sales, Small Business, Financial Advisory, Retirement Planning, Financial Planning, Disability Insurance, Finance, Financial Services, Management, Mutual Funds, Estate Planning, Long-term Care, Wealth Management, Strategic Planning, Series 7, Health Insurance, 401k, Financial Analysis
Education
Harvard University 1995 — 1996
Masters, Psychology
University of Miami 1991 — 1994
BBA, Management
University of Miami - School of Business 1991 — 1994
BBA, Buss Mgt
Everest Reinsurance August 2012 - Present
Theory August 2007 - August 2012
CIT March 2007 - August 2007
MassMutual Financial Group January 2006 - February 2007
Cenlar FSB October 2005 - December 2005
GSFC LTD January 2003 - July 2004
Skills
Microsoft SQL Server, Oracle, SQL, Logical Data Modeling, SSRS, SSIS, SSAS 2008, Pervasive, .NET, Visual Basic 5.0/6.0, XML, T-SQL, Crystal Reports, Blue Cherry, SQL Navigator, Access, Visual Basic, Software Development, Databases, Analysis, ETL, Data Modeling, Data Warehousing, Business Intelligence, SDLC
Education
New Jersey Institute of Technology 2004 — 2005
MS, Computer Science
Hemchandracharya North Gujarat University 1999 — 2003
Bachelor of Science (BS), Computer Science
Vakal High School
Vakal High School
Vakal High School
MassMutual Financial Group October 2010 - Present
Principal Financial Group March 2006 - August 2007
Education
Golden Gate University 1984 — 1988
Cigna Insurance Services January 2014 - Present
MassMutual Financial Group May 2010 - December 2013
State Street March 2008 - April 2010
MassMutual 2006 - 2008
Skills
Quality Center, Requirements Analysis, SDLC, Requirements Gathering, SQL, SharePoint, User Acceptance Testing, Quality Assurance, Visio
Education
Gulbarga University
CIGNA 2011 - Present
CIGNA 1999 - 2010
MassMutual Financial Group 1996 - 1999
Skills
Management, Insurance, Process Improvement, Change Management, Vendor Management, Call Centers, Life Insurance, Employee Benefits, Team Building, Health Insurance, Analysis, Relationship Management, Series 6, Series 26
Education
Hartwick College
BA
MassMutual Financial Group DirectorMass Mutual Financial Group2000 - Present
Education
Gettysburg College 1989 — 1993
Political Science
Deerfield Academy June 2013 - Present
MassMutual Financial Group March 2011 - June 2013
Ropes & Gray LLP September 2008 - January 2011
Education
Harvard Law School 2005 — 2008
JD
APPS Paramedical Services January 2013 - Present
MassMutual Financial Group May 2006 - December 2012
Skills
Insurance, Marketing, Customer Experience, Relationship Management, Six Sigma, Business Process..., Quality Management, Leadership, Long-term Care, Series 24, Life Insurance, Strategic Financial..., Leadership Development, Financial Services, Term Life Insurance, Health Insurance, Management, Property & Casualty..., Financial Planning, Fixed Annuities, Small Business, Retirement Planning
Education
University of Phoenix-Bay Area Campus 2011 — 2012
Bachelor's degree, Business Administration, Management and Operations
Heald College
Associate's degree, Accounting and Business/Management
SCIO Health Analytics® March 2014 - Present
MassMutual Financial Group December 2013 - March 2014
Wheeler Clinic August 2010 - March 2013
League of Women Voters 2009 - 2013
Community Health Network 2010 - 2010
CIGNA January 2008 - December 2009
CT Dept. of Social Services January 1993 - January 2008
Skills
Data Analysis, Research, Managed Care, Healthcare, Access, Medicaid, Benefit Cost Analysis, Budgets, Cost Control, Reporting and Analysis, Quality Management, Microsoft Excel, Data Collection, Federal Government, Mental Health, Analysis, Nonprofits, Policy Analysis, Policy, Databases, Health Policy, Healthcare Management, Health Insurance, Program Evaluation, Statistics, Process Improvement, Management, Program Development, HIPAA, Healthcare Analytics, Healthcare Information..., Case Management
Education
Cleveland Heights High School
Harvard University Kennedy School of Government
MPP, Public Policy
University of Chicago
AB, Economics
Oxford University
Modern British Social and Economic History
University of Connecticut
Economics, Management, Health Psychology
MassMutual Financial Group April 2013 - Present
Leibold Design October 2008 - Present
MassMutual Financial Group June 2012 - April 2013
MassMutual Financial Group February 2011 - March 2012
LEGO Group October 2010 - November 2010
MassMutual Financial Group September 2009 - October 2010
Ford & Earl Associates April 2002 - June 2009
Leo J Brennan Communications May 1996 - July 2002
BNP Media March 1991 - March 1996
Skills
Advertising, Newsletters, Graphic Design, Logo Design, Creative Direction, Adobe Creative Suite, InDesign, Brand Development, Photoshop, Corporate Communications, Marketing Communications, PowerPoint, Account Management, Image Manipulation, Budgets, Illustrator, B2B, Mac
Education
Grand Valley State University
BFA, Graphic Design
Alexander P. Hoke, CLU, ChFC November 1981 - Present
MassMutual Financial Group July 1994 - December 1997
Northwestern Mutual November 1981 - June 1994
First National Bank of Boston January 1978 - August 1981
First National Bank of Boston September 1972 - December 1977
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Estate Planning, Business Planning, Retirement Planning, Long Range Planning, Leadership Development, Marketing, Commercial Insurance, Risk Management, Asset Managment, Fixed Annuities, Wealth Management, 401k, Leadership, Marketing Strategy, Legal Liability, Employee Benefits, Team Building, Series 7, Series 63, Process Improvement, Asset Allocation, Financial Analysis, Investments, Workers Compensation, Retirement, Account Management
Education
Gettysburg College 1968 — 1972
BA, Psychology
Kingswood School 1962 — 1968
CareerCo January 2015 - Present
Wells Fargo Advisors, LLC September 2011 - June 2014
J.P. Morgan September 2008 - September 2011
Chase September 2006 - August 2008
MassMutual Financial Group July 2006 - October 2006
New York Life Insurance Company April 2004 - June 2006
MetLife August 2003 - March 2004
TIAA-CREF October 1997 - October 2002
Sands Brothers & Co January 1993 - September 1997
Skills
Stocks, Bonds, Investments, Cold Calling, Market Research, Leadership, Marketing, Sales, Mutual Funds, Analysis, Management, Wealth Management, Social Media, Social Media Marketing, CRM, Marketing Strategy, Financial Services, Training, Social Networking, Consulting, Online Advertising, Account Management
Education
Hofstra University 1988 — 1992
BA, Economics
Regions Bank March 2008 - Present
MassMutual Financial Group November 2006 - March 2008
Unum June 1989 - November 2006
Education
Haslam College of Business at the University of Tennessee 1978 — 1983
Bachelor, Business Administration/Marketing
Christian Brothers High School 1974 — 1978
Army National Guard September 2009 - Present
Scribe America / Berkshire Medical Center March 2014 - May 2015
Springfield Public Schools February 2014 - May 2014
MassMutual Financial Group September 2013 - March 2014
Team Beachbody December 2011 - March 2014
State Farm July 2013 - August 2013
Prudential Financial September 2010 - April 2012
Edward Jones August 2009 - July 2010
Pratt & Whitney June 2008 - June 2009
Pioneer Valley Christian School September 2007 - June 2008
Skills
Military, Leadership, Time Management, Security, Security Clearance, Team Building, Customer Service, Microsoft Word, Insurance, Small Business, Public Speaking, Training, Process Improvement, Team Leadership, Leadership Development, Management, Employee Benefits, Marketing, Networking, Sales
Education
Springfield Technical Community College 2015 — 2015
Organic Chemistry, A
College of Our Lady of the Elms 2014 — 2015
Post-baccalaureate Pre-Med Program, Pre-Medicine/Pre-Medical Studies
American InterContinental University 2004 — 2004
Master of Education (M.Ed.), Instructional Technology
Grove City College 1995 — 1999
Bachelor of Arts, Christian Thought
Baptist Health (KY) September 2014 - Present
Allstate Insurance (Multiple Agencies) August 2009 - September 2014
Commonwealth of Kentucky December 2006 - July 2009
State Farm Insurance (Multiple Agencies) June 2003 - September 2006
The Ohio State University Wexner Medical Center June 2002 - June 2003
MassMutual Financial Group December 2000 - June 2002
Skills
Recruiting, Insurance, Human Resources, Management, Customer Service, Outlook, Social Networking, Property & Casualty..., Life Insurance, Strategic Planning, Interviewing Skills, Records Management, Health Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Marketing, Sales Genie, Parenting, Volunteering, Coaching, Training, Decoration, Data Mining, Data Analysis, Data Processing, Robot Agent
Education
Mid-Continent University 2012 — 2014
Master of Science (M.S.), Human Resources Management, Magnum Cum Laude
Mid-Continent University 2008 — 2010
Bachelor of Science (B.S.), Business Management
Henderson Community College 2004 — 2006
Associate of Arts (A.A.), Business
The Ohio State University 1996 — 1999
Business Administration and Management
Northland High School 1992 — 1996
High School Diploma, College Prep, Honors
Hexarmor March 2014 - Present
American Seating Company July 2011 - March 2014
Diocesan Publications March 2010 - May 2011
MassMutual Financial Group May 2008 - March 2010
The Wyndgate April 2002 - August 2008
Skills
Strategic Planning, Sales, Marketing, Customer Service, PowerPoint, Financial Analysis, Microsoft Excel, Strategic Financial..., Account Management, Budgets, Business Development, Business Strategy, Finance, Leadership, Management, Market Research, Marketing Strategy, Microsoft Office, Microsoft Word, Negotiation, New Business Development, Sales Management, Social Media Marketing, Team Building, Team Leadership
Education
Grand Valley State University 2011 — 2012
Master of Business Administration (M.B.A.), General MBA with an Emphasis on SAP & International Business
Grand Valley State University 2006 — 2009
B.A., Finance
Rainbow Rehabilitation Centers December 2012 - Present
Rainbow Rehabilitation Centers May 2012 - December 2012
Rainbow Rehabilitation Centers October 2011 - December 2012
South Lyon Community Schools January 2012 - April 2012
Rainbow Rehabilitation Centers 2011 - 2012
Howell High School August 2011 - December 2011
Howell Public Schools August 2010 - June 2011
Gwinnett County Public Schools August 2005 - May 2010
Asharan Orphanage/HOPE Worldwide May 2007 - June 2007
MassMutual Financial Group January 2000 - August 2002
Skills
Career..., Testing, Analysis, Research, Documentation, Editing, Hospitality, Microsoft Office, Social Networking, Teaching, Video, Youth Work, Therapists, Software Documentation, Psychotherapy, Microsoft Excel, Public Speaking, Special Education, Family Therapy, Interventions, Mental Health Counseling, Case Management, Student Counseling, Group Therapy, CBT, Grief Counseling, Adolescents, Traumatic Brain Injury, Motivational..., Behavior Modification, DBT, Disabilities, Crisis Intervention, Lesson Planning, Curriculum Design, Classroom, Community Outreach, Mental Health, Program Development, Treatment, Social Services
Education
Regent University 2009 — 2012
MA, Clinical Mental Health Counseling
The University of Georgia 2002 — 2005
M.Ed., Special Education
Georgia State University 1995 — 1997
B.A., Anthropology
MassMutual Financial Group January 2013 - Present
The Hartford December 2011 - January 2013
The Hartford October 2008 - December 2011
Hartford Life April 2007 - October 2008
Skills
Insurance, Call Centers, Employee Benefits
Education
Goodwin College 2009 — 2013
Organizational Studies, Organizational Behaviors
UnitedHealthcare January 2002 - Present
MassMutual Financial Group 2001 - 2002
Skills
Leadership, Employee Benefits, Sales, Corporate Communications, Insurance, Health Insurance, Customer Service, Event Planning
Education
Haslam College of Business at the University of Tennessee
1992
MassMutual Financial Group AVPAllmerica Financial1993 - 2003
Education
Hamilton College
Pearson March 2015 - Present
Pearson North America March 2014 - Present
Pearson North America August 2012 - March 2014
Scholastic Inc 2008 - July 2012
Scholastic/Tom Snyder Productions June 2007 - June 2008
MassMutual Financial Group May 2006 - May 2007
Skills
Educational Technology, Instructional Design, Staff Development, Curriculum Design, E-Learning, Editing, Teaching, Curriculum Development, Public Speaking, Research, Web 2.0, Content Management, Social Media, Project Management, Microsoft Office, Academic Publishing, Product Marketing, Marketing, Publishing, Content Development
Education
Harvard University Graduate School of Education 2011 — 2012
Master's Degree, Technology, Innovation, and Education
Mount Holyoke College 2003 — 2007
BA, Double Major in English and Politics
Ext. Marketing Inc. December 2014 - Present
Ext. Marketing Inc. February 2013 - December 2014
Manulife Financial February 2011 - January 2012
John Hancock Life Insurance Company (U.S.A.) March 2010 - March 2011
John Hancock Life Insurance Company (U.S.A.) September 2009 - July 2010
John Hancock Life Insurance Company (U.S.A.) March 2008 - April 2009
John Hancock Life Insurance Company (U.S.A.) March 2006 - March 2008
MassMutual Financial Group May 2005 - January 2006
AmeriCorps August 2003 - September 2004
Skills
Mutual Funds, Investments, Client Presentation, Segregated Funds, CRM, Relationship Management, Investment Marketing..., Retirement Planning, Variable/Fixed Annuities, Series 7, Financial Services, Sales, Marketing, Product Marketing, Asset Allocation
Education
Hobart and William Smith Colleges 1999 — 2003
Bachelor's Degree, Political Science
Orchard Park HS 1996 — 1999
High School
Ascensus March 2012 - Present
Pluris Marketing January 2011 - March 2012
MassMutual Financial Group November 2008 - January 2011
OpenLogix Corporation April 2007 - November 2008
Wayne State University October 2004 - April 2007
Lakeshore Engineering January 2001 - December 2003
Skills
Perl, MySQL, PHP, Databases, Sybase, Regular Expressions, Awk, Sed, Unix Shell Scripting, Web Applications, Shell Scripting, Linux, JavaScript, PL/SQL, SQL, HTML, Apache, XML, Unix, Red Hat Linux, Solaris, Database Design, Scripting, Oracle SQL, Programming, HP-UX, jQuery, Database Administration, WebSphere Application...
Education
Wayne State University 2004 — 2007
Masters, Computer Science
University of Pune 1995 — 2000
BE, Electrical Engineering
Harvard University
Information Technology
Edward Jones July 2010 - Present
Edward Jones September 2008 - July 2010
MassMutual Financial Group June 2006 - September 2008
Skills
Mutual Funds, Investments, Series 63, Series 7
Education
Greenville College 2010 — 2012
Master of Science (M.S.), Management Practice
Maryville University of Saint Louis 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Greenville College 2002 — 2006
Bachelor's degree, Accounting and Business/Management
MassMutual Financial Group August 2013 - Present
MassMutual Financial Group November 2001 - Present
Lincoln Financial Group October 1997 - November 2001
ING DIRECT April 1990 - October 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Instructional Design..., Articulate Suite, UPK OnDemand, Leadership, Performance Consulting, Collaborative Problem..., Change Management..., Storyboarding, eLearning Design, Program Facilitation, Training Facilitation, Instructional Design, Change Management, Training Delivery, Coaching, Instructor-led Training, Leadership Development, Blended Learning, ADDIE, Business Analysis, E-Learning, Insurance
Education
Hartford Seminary 1991 — 1995
Master's degree, Theology/Theological Studies
Duquense University 1976 — 1979
Bachelor of Arts (B.A.), Classics
George Weiss Associates January 2011 - Present
Kostin, Ruffkess & Company, LLC July 2009 - January 2011
MassMutual Financial Group October 2007 - July 2009
Kostin, Ruffkess & Company, LLC January 2006 - October 2007
Moriarty & Primack, P.C. September 2004 - January 2006
Skills
International Tax, Corporate Tax, Tax Accounting, Partnership Taxation, Individual Taxation, Transfer Pricing, Tax, Accounting, CPA, GAAP, Tax Preparation, Income Tax, Tax Research, FAS 5, Tax Advisory
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
Master of Business Administration
Golden Gate University 2006 — 2009
Master of Science, Taxation
Isenberg School of Management, UMass Amherst 2000 — 2004
Bachelor of Business Administration, Accounting
RBC January 2014 - Present
Dell Canada October 2013 - December 2013
Department of Statistics and Actuarial Sciences, Western University September 2011 - April 2013
CITIC Securities October 2010 - December 2010
MassMutual Financial Group July 2010 - September 2010
Skills
Financial Modeling, Data Analysis, Risk Management, C++, VBA, SQL, Java, R, Microsoft Excel, SAS, Matlab, Mathematics, LaTeX, Economics
Education
The University of Western Ontario 2011 — 2013
Master of Science (M.Sc.), Financial Modeling
Tsinghua University 2008 — 2011
Master of Engineering (M.Eng.), Electronic Engineering
Hefei University of Technology 2004 — 2008
Bachelor of Engineering (B.Eng.), Electronics Engineering
ELT
FIRM, Inc. 2011 - Present
Direct Link Consultants and Management 2011 - 2014
MassMutual Financial Group 2010 - 2011
Jefferson Dairy 2006 - 2010
Skills
Fundraising, Microsoft Office, Retail, Research, Editing, Public Speaking, Customer Service, Strategic Planning, Budgets, Insurance
Education
Gettysburg College 2006 — 2010
Bachelors, History, Theology, Education
MassMutual Financial Group January 2013 - Present
NAIFA - Triangle June 2015 - Present
Western & Southern Financial Group November 2012 - January 2013
Western & Southern Financial Group March 2010 - November 2012
Swisher Sales Partners February 2009 - July 2010
Business Leader Media September 2007 - February 2009
Skills
Direct Mail, Life Insurance, Strategic Financial..., Team Building, Finance, Sales, Marketing Strategy, Term Life Insurance, Employee Benefits, Leadership, Sales Management, New Business Development, Microsoft Excel, Fixed Annuities, Account Management, Financial Analysis, Direct Sales, Long-term Care, Disability Insurance, Mergers & Acquisitions, Training, Cold Calling, Salesforce.com, Sales Process, Marketing, Selling, Retirement, Insurance, Health Insurance, Customer Service, Negotiation, Investments, Management, Retirement Planning, Strategic Planning, Mutual Funds, Financial Services, Sales Presentations, Series 7, Series 63, Series 6, Portfolio Management, Whole Life, IRAs, Customer Retention, Long Term Care Insurance, 401k, Small Business, Wealth Management, Entrepreneurship
Education
Hampden-Sydney College 2004 — 2007
Bachelors Degree, Economics
Indian Hill High School
University of Delaware
Wells Fargo May 2015 - Present
Lincoln Financial Group May 2011 - May 2015
Transamerica Retirement Solutions 2008 - 2011
Transamerica Retirement Solutions 2002 - 2008
MassMutual Financial Group 2001 - 2002
MassMutual Financial Group 2000 - 2001
MassMutual Financial Group 1999 - 2000
Skills
401k, Mutual Funds, Retirement, Financial Services, Investments, Series 63, Series 7, Pensions, Retirement Planning, Relationship Management, Strategic Planning, Series 6, Employee Benefits, Fixed Annuities, Defined Benefit, Salesforce.com, Business Strategy, Business Development, Strategic Financial..., New Business Development, Strategy, Investment Advisory, Financial Planning
Education
Golden Gate University
Master of Science (M.S.), Financial Planning and Services
University of Massachusetts, Amherst
Bachelor's Degree
MassMutual Financial Group August 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership
Education
University of Phoenix 2010 — 2013
Associate’s Degree, Psychology
Grantham University
Bachelor of Arts (B.A.), Accounting
Foley Connelly Financial Partners and Benefits Group April 2009 - Present
Foley Connelly Benefits Group April 2009 - Present
Aflac April 1999 - Present
The Guardian Life Insurance Company of America April 2005 - January 2006
MassMutual Financial Group April 2002 - March 2005
Skills
Medicare, Customer Service, Microsoft Office, Commercial Insurance, Microsoft Excel, Strategic Financial..., Property & Casualty..., PowerPoint, Microsoft Word, Sales, Disability Insurance, Long-term Care
Education
The American College 1996 — 1997
Certificate, Personal Training & Nutrition
Hampshire College 1971 — 1972
Social Sciences
Holyoke Community College 1969 — 1972
Associate of Arts and Sciences (AAS), English, Sociology and Psychology
BB&T Capital Markets March 2015 - Present
BB&T August 2014 - March 2015
TigerFund May 2013 - May 2014
Sigma Alpha Epsilon Fraternity October 2012 - December 2013
Aperture Capital Partners June 2013 - August 2013
Loveland Distribution Company May 2012 - August 2012
MassMutual Financial Group May 2011 - August 2012
Skills
Leadership, Management, Sales, Analysis, Investments, Financial Modeling, Strategic Financial..., Finance, Recruiting, Portfolio Management, Marketing, Valuation
Education
Hampden-Sydney College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Business
Saint Christopher's School 2006 — 2010
MassMutual Financial Group November 2003 - Present
Phoenix Life Insurance Company March 1981 - November 2003
Skills
Quality Center, Test Management
Education
Greenfield Community College 1981 — 1983
Associate's degree, Accounting and Business/Management
Hartford Institute of Accounting 1974 — 1976
Accounting
MassMutual Financial Group February 2015 - Present
STATE FARM INSURANCE AND FINANCIAL SERVICES September 2014 - February 2015
Bankers Life and Casualty Company December 2013 - September 2014
BD Diagnostics January 2002 - July 2007
Bd Diagnostic Systems 2000 - 2007
Skills
Life Insurance, Property & Casualty..., General Insurance, Term Life Insurance, Medicare Part D, Medicare Prescription..., Medicare Advantage, Medicare Supplements, Fixed Annuities, Disability Insurance, Commercial Insurance, Insurance, Long Term Care Insurance, Sales, Financial Services, Whole Life, Leadership, Negotiation, Long-term Care, Strategic Planning
Education
Guilford Technical Community College 2014 — 2017
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services, B+