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
MassMutual Financial Group July 2014 - Present
Ice Cold Advertising September 2009 - Present
Ohio National Financial Services September 2013 - June 2014
J.L. McConathy and Associates, Inc July 2011 - September 2013
MetLife August 2003 - November 2009
Skills
Insurance, Life Insurance, Fixed Annuities, Contract Negotiation, Term Life Insurance, Retirement Planning, Disability Insurance, Long-term Care, Retirement, Health Insurance, Underwriting, Investments, Brokers, Financial Planners, Risk Management, Property & Casualty..., Financial Planning
Education
Louisiana Tech University
The University of Texas at Austin
MassMutual Financial Group July 2015 - Present
Cure For Clara January 2011 - Present
Skills
Project Management, Public Speaking, Sports, Nonprofits, Fundraising, Strategic Planning, Event Planning, Social Media, Healthcare, Team Building, Business Development, Customer Service, Negotiation, Start-ups, Entrepreneurship, Dance, Social Networking, Marketing, Event Management, Coaching, Marketing Strategy, Public Relations, Social Media Marketing, Sales, Marketing Communications, Small Business, Online Marketing, Community Outreach, Advertising, Account Management, Microsoft Word, Product Marketing, Facebook, Networking, Leadership Development, Microsoft Office, Microsoft Excel, Leadership
Education
Louisiana Tech University 1991 — 1995
Accounting and Finance
LSU Shreveport
Accounting and Finance
Tech21 May 2015 - Present
World Centric August 2014 - May 2015
MassMutual Financial Group February 2014 - December 2014
Speck Products August 2008 - December 2013
Furi Brands September 2007 - September 2008
Nano-Tex December 2005 - September 2007
Jarden Consumer Solutions August 2004 - November 2005
Maersk Group July 2000 - July 2004
Skills
Demand Planning, Supply Chain, Supply Chain Management, Warehousing, MRP, Supply Chain Operations, Materials Management, Global Sourcing, Strategic Sourcing, Supply Management, 3PL, Supply Chain..., Cross-functional Team..., CRM, Logistics, Negotiation, Management, Logistics Management, Freight
Education
University of Michigan 1996 — 2000
Bachelor of Arts (B.A.), Economics and Japanese Language
Kyushu University 1998 — 1999
Retirement Planning 1978 - Present
MassMutual Financial Group 1995 - 2003
Connecticut Mutual 1978 - 2003
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Retirement, Estate Planning, Fixed Annuities, Portfolio Management, Investment Advisory, Insurance, Financial Advisory, Finance
Education
LIU Post 1963 — 1967
Bachelor of Business Administration (B.B.A.), Business & Marketing
Texas Children's Hospital September 2015 - Present
CHI St. Luke's Health March 2009 - Present
HCA August 2013 - Present
Neutra Corp August 2013 - December 2013
MassMutual Financial Group May 2013 - August 2013
Lone Star College May 2007 - December 2008
JPMorgan Chase March 2005 - January 2007
Skills
Healthcare, Hospitals, Healthcare Management, Healthcare Information..., EMR, Epic Systems, BLS, Patient Safety, Cpr Certified, Medical Terminology, HIPAA, EHR, Clinical Research, Nursing, Inpatient, Pediatrics, ACLS, Orthopedic, Surgery, Medicine, CPR Certified
Education
University of Houston-Downtown 2011 — 2014
Bachelor's degree, Finance, General
Lone Star College System 2004 — 2011
Associate of Science (AS), Radiologic Technology/Science - Radiographer
MassMutual Financial Group September 2014 - Present
Edward Jones February 2014 - September 2014
Citi January 2008 - February 2014
Skills
Administrative..., Spreadsheets, Outlook, Office Management, Data Entry, Travel Arrangements, Access, Lotus Notes, Office Administration, Microsoft Excel, Calendars, PeopleSoft, Customer Service, Leadership, Event Planning, Sales
Education
Lindenwood University 2009 — 2011
Business/Corporate Communications
Oregon State University - College of Engineering Marketing and Communications ManagerOregon State University - College of BusinessNovember 2012 - June 2015
MOM Magazine October 2008 - November 2012
MassMutual Financial Group November 2006 - April 2008
MassMutual Financial Group October 2000 - October 2006
Skills
Blogging, Social Networking, Social Media Marketing, Social Media, Marketing Strategy, Copywriting, Public Relations, Newsletters, Marketing Communications, Facebook, Email Marketing
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2001 — 2003
Master's degree, Management of Information Systems
Lafayette College 1996 — 2000
Bachelor of Arts (B.A.), Sociology and Anthropology
Spence Strategies Group November 2010 - Present
Forest Hills Financial Group July 2013 - April 2014
MassMutual Financial Group November 2010 - January 2013
New York Life Insurance Company August 2009 - November 2010
Skills
Finance, Retirement Planning, Retirement, Investments, Insurance, Wealth Management, Management, Mutual Funds, Portfolio Management, Securities, Pensions, Employee Benefits, Financial Planning, Financial Services, Series 7, Public Speaking, Public Policy, Qualified Retirement..., Estate Planning
Education
LIU Post 2008 — 2009
Bachelor's degree, International Business
State University of New York Maritime College 2004 — 2006
International Trade and Transport
THE GILBERT GROUP February 2015 - Present
BackNine Insurance Services February 2013 - February 2015
MassMutual Financial Group October 2009 - November 2013
New York Life Insurance Company May 2006 - September 2009
Skills
Insurance, Retirement, Investments, Retirement Planning, 401k, Securities, Disability Insurance, Life Insurance, Long Term Care Insurance, Mutual Funds, Employee Benefits, Wealth Management, Financial Services, Finance, Fixed Annuities
Education
Loyola Marymount University, College of Business Administration 2001 — 2005
Business Administration, Business Law
Crespi Carmelite High School 1997 — 2001
MassMutual Financial Group November 2014 - Present
Mobilized Verizon April 2014 - January 2015
Richardson Accounting December 2013 - April 2014
Lyon College August 2012 - July 2013
American Income Life May 2012 - August 2012
The Apple Project August 2009 - May 2012
Colton's Restaurant Group December 2008 - May 2012
Lyon College August 2008 - May 2012
Lyon College August 2008 - August 2011
Education
Lyon College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
Mountain Home High School 2005 — 2008
MassMutual Financial Group September 2014 - Present
Independent July 2013 - Present
Self-employed January 2014 - August 2014
DaVita March 2012 - July 2013
Century Link July 2011 - April 2012
TIAA-CREF March 2005 - November 2010
John Hancock Financial Network February 2003 - February 2005
Aetna US Healthcare August 1998 - November 1999
various June 1993 - July 1998
Business Records and Consultants June 1992 - June 1993
Skills
Public Speaking, Editing, Writing, Proofreading, Press Releases, Blogging, Word, Customer Service, PowerPoint, Mentoring, Customer Relations, Social Media, Coaching, Copywriting, Team Building, Research, Strategic Planning, Microsoft Office, Technical Writing, Fundraising, Public Relations, Non-profits, Marketing Communications, Marketing Strategy, Software Documentation, Event Planning, Leadership, Recruiting, Event Management, Higher Education, Mutual Funds, Leadership Development, Facebook, Process Improvement, Project Management, Training, Online Marketing, Analysis, Business Analysis, Telephone Skills, Microsoft Excel, Project Planning, Management, Staff Development, Insurance, Time Management, Strategic Financial..., Access, System Administration, Community Outreach
Education
National University 1984 — 1985
Master's Degree, Telecommunications
Loyola University Chicago
Bachelor's, English
Loyola University Chicago
Bachelor of Arts (B.A.), Secondary Education and Teaching
Dreiling Insurance Services January 2015 - Present
MassMutual Financial Group May 2014 - Present
TAG Financial Inc. May 2014 - June 2015
Maniaci Insurance Services July 2013 - April 2014
Western and southern life November 2011 - July 2013
Independent brokerage February 2008 - November 2011
Dreiling Mfg February 1998 - March 2008
Skills
Insurance, Life Insurance, Fixed Annuities, Health Insurance, Employee Benefits, Series 63, Disability Insurance, Long-term Care, Retirement Planning, Series 6, Long Term Care Insurance, Permanent Life Insurance, Whole Life, Term Life Insurance, Underwriting, Strategic Financial..., Group Insurance
Education
Los Angeles Harbor College 2008 — 2010
Palos Verdes Peninsual High School 1994 — 1997
High School
MassMutual Financial Group May 2014 - Present
New York Life & MainStay Investments January 2010 - May 2014
Skills
Customer Service, Banking, Team Building, Risk Management, Financial Analysis, Marketing, Microsoft Office, Public Speaking, Investments, Portfolio Management, Microsoft Word, Negotiation, Budgets, Project Management, Sales Management, Microsoft Excel, New Business Development, Social Media
Education
Louisiana Tech University 1992 — 1996
Bachelor's degree, Marketing
Momentum Maker July 2013 - Present
Americhip January 2012 - July 2013
MOC Insurance Services 2003 - 2004
DiMeo Schneider & Associates 2001 - 2002
MassMutual Financial Group 1998 - 2001
Zurich Insurance 1995 - 1998
Southwestern Publishing 1993 - 1994
Skills
Marketing Strategy, Strategic Partnerships, New Business Development, Lead Generation, Direct Marketing, Account Management, B2B, Start-ups, Sales Presentations, Competitive Analysis, Integrated Marketing, Marketing, Social Media Marketing, Digital Strategy, Marketing Management, Mobile Marketing, Cold Calling, Digital Media, Digital Marketing, Product Marketing, Marketing Communications, Email Marketing, Social Networking
Education
Lake Forest College
B.A., Economics
University of Arizona
Canyon Del Oro High School
Relaxing in Murrells Inlet, SC May 2015 - Present
DaVita Healthcare Partners January 2012 - Present
MassMutual Financial Group May 1998 - January 2012
Brooks Fiber 1997 - 1998
Shoosanian Engineering 1996 - 1997
Siemens Enterprise Communications 1990 - 1996
IBM 1987 - 1990
ROLM 1979 - 1987
Skills
Avaya, Networking, VoIP, Process Improvement, Disaster Recovery, Telecommunications, IVR, IT Management, Management, Project Planning, Data Center, ACD, IP, Vendor Management, Troubleshooting, Budgets, SDLC, Business Analysis, Cisco Technologies, Microsoft Exchange, Software Documentation, Infrastructure, Call Center, SharePoint, SIP, Sales, Call Centers, Team Leadership, Unified Communications, System Administration, Integration, ITIL, System Deployment, Visio, IT Service Management, IT Strategy, Service Delivery, Avaya Technologies
Education
Lesley University 2000 — 2002
BA, Management
Ericsson March 2015 - Present
MassMutual Financial Group September 2014 - February 2015
Deloitte April 2014 - September 2014
Lamar University March 2012 - March 2013
Novotel Limited January 2008 - January 2012
CARE Bangladesh October 2011 - November 2011
The Daily Star, BD January 2005 - May 2010
Skills
SQL, Management, Data Analysis, Quality Assurance, Project Planning, Microsoft Excel, Microsoft Word, Visio, Software Documentation, Training, Integration, Business Analysis, Testing, Project Management, Leadership, CA Clarity, Microsoft Project, SDLC, Microsoft Office, Team Leadership, JQL, User Experience, HTML5, CSS, LESS, AngularJS, JavaScript
Education
Lamar University 2012 — 2013
Master's degree, Engineering/Industrial Management
BRAC University 2005 — 2010
Bachelor's degree, Electrical, Electronics and Communications Engineering
EMC November 2014 - Present
EMC July 2011 - Present
Revolution Volleyball Club August 2009 - July 2012
Bank of New York Mellon January 2011 - July 2011
Bank of New York Mellon August 2009 - December 2010
MassMutual Financial Group January 2009 - October 2009
Catalina Foothills High School 2004 - 2008
Skills
Big Data, R programming, Data Analysis, Analytics, Hadoop, Project Management, PMO, Scrum, Consulting, Business Strategy, Business Development, Strategic Consulting, Commercialization, Product Management, Data Governance, Financial Services, Microenterprise..., Investments, Leadership, Microsoft Office, Securities, Risk Management, Financial Analysis, Fund Accounting, Finance, Fraud, Business Analysis, Security, Threat & Vulnerability..., Management, Requirements Analysis, Integration, Relationship Management, Coaching, Business Continuity, Requirements Gathering, Process Improvement, Visio, IT Strategy, Business Process..., Change Management, Access, Bloomberg, Mutual Funds, Java, Analysis, RSA Archer, RSA enVision
Education
Loyola University Chicago 2013 — 2016
Master of Business Administration (M.B.A.), MBA Candidate
University of Arizona 2004 — 2008
BS, Economics
University of Arizona 2004 — 2008
Bachelor of Science (B.S.), Economics
Mapcom Systems March 2013 - Present
MassMutual Financial Group April 2012 - March 2013
Mass Mutual Financial Group April 2009 - April 2012
Navigon Financial Group July 2007 - March 2009
Ameriprise Financial February 2003 - July 2007
Lucent Technologies September 1994 - December 2001
Skills
Insurance, Training, Recruiting, Investments, Marketing, Sales, Portfolio Management, Financial Services, Leadership, Consulting, Employee Benefits, Entrepreneurship, Risk Management, Retirement, Finance, Sales Management, Asset Management, Securities, Banking, Software Development, Financial Planners, Financial Planning
Education
Loughborough University 1991 — 1994
B.Sc., Computer Science
The Open University 1997 — 2000
M.Sc., Computing for Commerce & Industry
Patchway High School 1980 — 1990
Bank of America Merrill Lynch November 2014 - Present
LQF Food Service Distribution July 2014 - November 2014
MassMutual Financial Group September 2012 - August 2014
Capital Resources Group Inc January 2012 - September 2012
Loyola University Chicago January 2011 - April 2012
KP Law LLC August 2011 - December 2011
KP Law, LLC August 2011 - December 2011
Turano Baking Company June 2011 - August 2011
Skills
PowerPoint, Social Media, Facebook, Microsoft Excel, Social Media Marketing, Management, Insurance, Time Management, Editing, Public Relations, Marketing, Advertising, Research, Sales, Social Networking, Newsletters, Leadership, Customer Service
Education
Loyola University of Chicago 2010 — 2014
Bachelor's degree, Finance and Economics
MassMutual Financial Group Financial Services ProfessionalNew York Life Insurance CompanySeptember 2012 - September 2014
United Way of Bucks County 2010 - 2012
National Penn 1997 - 2010
PNC 1978 - 1997
Skills
Microsoft Office, Team Building, Retirement, Small Business, Customer Service, Public Speaking, Banking, Insurance, Investments, Mortgage Lending
Education
Lehigh University
Master of Business Administration (MBA), Finance
Mansfield University of Pennsylvania 1972 — 1976
Bachelor of Science (BS), Music Teacher Education
MassMutual Financial Group November 2014 - Present
Self Employed March 2012 - November 2014
Mitsui O.S.K. Lines LTD August 2007 - February 2012
Hermes Transport & Trading Corp June 1995 - November 2009
Norton Lilly International January 2005 - June 2005
Moran Shipping Agencies Inc April 2004 - July 2004
Inchcape Shipping Services June 2002 - July 2003
Skills
Whole Life Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, Health Insurance, Employee Benefits, Retirement Planning, Life & Health Insurance..., Freight, Transportation, International Shipping, Maritime, Operations Management, Ports, Ships, Shipping, Project Planning, Process Scheduler, Export, Profit Maximization, Procurement, Import, Freight Forwarding, International Logistics, Logistics, Logistics Management, Maritime Operations
Education
Long Island University 1990 — 1996
Bachelors of Science, Marketing and Management
Long Island University, Brooklyn Campus 1990 — 1996
Bachelors, Marketing and Management
St. Demetrios
MassMutual Financial Group February 2009 - Present
Nationwide Financial Network February 2001 - April 2003
Provident Mutual Life Insurance Company November 1999 - February 2001
Skills
Fixed Annuities, Disability Insurance, Life Insurance, Insurance, Retirement Planning, Long-term Care, Brokers, Employee Benefits, Estate Planning, Long Term Care Insurance, Retirement, Term Life Insurance, Whole Life, Strategic Financial..., Health Insurance, Financial Planning
Education
Old Dominion University 1965 — 1969
Bachelor of Science (B.S.), Secondary Education and Teaching
Louisburg College 1963 — 1965
Kendall Gray, LLC January 2015 - Present
Private Family Office June 2008 - January 2015
MassMutual Financial Group July 2003 - July 2008
Deloitte 1996 - 1999
Deutsche Bank 1994 - 1996
Deloitte 1989 - 1993
Education
Northwestern University - Kellogg School of Management 1993 — 1994
MBA, Finance and Economics
Lehigh University - College of Business and Economics 1985 — 1989
BS, Accounting (Minor: Music)
Dollar Hobbyz July 2012 - Present
Arkell Enterprises December 2012 - Present
Twin Hobbyz, LLC June 2004 - Present
Arkell Investment Management, LLC December 2012 - Present
Capital Investors February 2010 - Present
Capital Programs Advisory Corporation September 2009 - July 2012
MassMutual Financial Group April 2008 - August 2009
AXA Advisors October 2006 - March 2008
Skills
Investments, Retirement Planning, Series 7, 401k Rollovers, College Savings Plans, 529 Plans, Wealth Accumulation, IRAs, Education Funding, Saving for Education, Simple IRA, Roth IRA, Investment Advisory, Retirement, Wealth Management, Managed Money, SEP IRA, College Education..., Series 66, Financial Planners, Asset Management, Strategic Financial..., Microsoft Office, Financial Planning, Team Building, Strategic Planning, Leadership, Marketing, Management, Customer Service, Microsoft Excel, Small Business, Finance, Strategy
Education
Liberty University 2003 — 2006
Bachelor of Science (B.S.), Business Finance, 4.0
North High 1999 — 2003
3.97
ClearSlide June 2014 - Present
MassMutual Financial Group March 2012 - June 2014
MassMutual Financial Group 2012 - 2012
Kutztown Small Business Development Center January 2011 - May 2011
Ruby Tuesday August 2009 - January 2011
Kutztown University 2009 - 2011
Skills
Insurance, Strategic Financial..., Business Planning, Microsoft Office, Small Business, Team Building, Financial Advisory, Retirement, Communication, Retirement Planning, Team Leadership, Yoga, Marketing Research, Strategic Planning, Customer Service, Financial Services, Securities, Mutual Funds, Estate Planning, Budgets, Market Planning, Problem Solving, College Education..., Protection..., Salesforce.com
Education
Kutztown University of Pennsylvania 2009 — 2011
Bachelor of Business Administration (B.B.A.), Marketing and Management
Lehigh Carbon Community College 2007 — 2009
Associate's degree, Liberal Arts
Tamaqua Area High School 2003 — 2007
High School Diploma
Marlin Business Services Corp May 2013 - October 2014
Merrill Lynch May 2011 - February 2012
Bank of America Merrill Lynch November 2008 - 2011
Merrill Lynch May 2006 - November 2008
Merrill Lynch May 2005 - May 2006
MassMutual Financial Group May 2003 - August 2003
PFPC June 2000 - July 2002
Skills
Marketing Strategy, Financial Services, Marketing, Product Development, Financial Analysis, Business Strategy, Competitive Analysis, Direct Marketing, Finance, Management, Portfolio Management, Program Management, Sales, Strategic Planning, Strategy, Mergers
Education
University of Virginia Darden School of Business 2002 — 2004
MBA, Business Administration
Kwame Nkrumah' University of Science and Technology, Kumasi 1993 — 1997
BA, Social Sciences
MassMutual Financial Group January 2013 - Present
Boy Scouts of America March 2006 - Present
Fidelco Guide Dog Foundation 2008 - 2013
The Hartford July 2007 - December 2012
The Hartford November 1998 - July 2007
Savings Bank of Manchester July 1995 - November 1998
South Windsor High School 1990 - 1993
Skills
Lean Six Sigma Yellow..., Microsoft Excel, Data Express, Business Objects, Management, Business Process, Insurance, Analysis, Coaching, 401k, Defined Benefit, Pensions, 403 b, Financial Services, Retirement, Process Improvement, Relationship Management, Customer Service, Underwriting, Retirement Planning, Requirements Gathering, Business Requirements, Sarbanes-Oxley Act, Payroll, Employee Training, Vendor Management, Software Documentation, Internal Audit, Property, Data Analysis, Call Center, Data Warehousing, SharePoint, PeopleSoft, Financial Analysis, Banking, General Insurance, Lotus Notes, Wealth Management
Education
University of Hartford 2002 — 2003
American Institute of Banking 1997 — 1999
Accounting and Business/Management
New England College of Business and Finance 1995 — 1996
Fundamentals in Banking
Manchester Community College 1993 — 1995
general studies
South Windsor High School 1990 — 1993
Adventures in Attitudes® 1991 — 1991
Jupiter High School 1989 — 1990
Aon Hewitt HRO Benefits Delivery Group 2015 - Present
Aon Hewitt Aon Retiree Health Exchange 2014 - Present
UnitedHealth Group Optum Care Plus 2013 - 2014
Connextions 2010 - 2013
Senior Guide Post, LLC 2009 - 2011
Humana 2007 - 2009
Paul Villegas - Consultant 2006 - 2007
North Shore Tax Advisory Group, LLC 2003 - 2006
MassMutual Financial Group 2001 - 2003
Concord EFS (formerly Cash Station, Inc.) 1999 - 2001
Skills
Project Management, Change Management, Operations Management, Training & Development, Cross-functional Team..., Sales Management, Account Management, Management Consulting, Health Insurance, Medicare, Human Resources, Recruiting, Public Speaking, Business Performance..., Team Building, Open Networker, Performance Management, Call Centers, Program Management, Leadership, Training, Marketing, Sales Operations, Management, Access, Vendor Management, Customer Service, Team Leadership, Coaching, Customer Satisfaction, Business Analysis, Data Analysis, Process Improvement, Analysis, Time Management, Sales, Budgets, Strategic Planning, Software Documentation, Insurance, Business Strategy, SharePoint, Visio, CRM, Forecasting, Product Management, Employee Benefits, Project Planning, Quality Assurance, Networking
Education
University of Wisconsin-Milwaukee
Bachelor of Business Administration (BBA), Business Administration
University of Maryland, University College - Asia
Bachelor of Arts (BA), Undergraduate
Total Systems Education, LTD
PMP, Project Management, Business Analysis
Landmark Education
Training & Development Courses
Colonial Life May 2011 - Present
Homeplace Support Services September 2013 - April 2015
Premier Designs Jewelry October 2009 - October 2013
MassMutual Financial Group June 2012 - January 2013
The Down Syndrome Association of Central Kentucky October 2008 - November 2012
Marriott International October 1995 - June 2005
Skills
Event Planning, Customer Service, Marketing, Strategic Planning, Event Management, Social Media, Account Management, Public Speaking, Microsoft Office, Sales Management, Microsoft Excel, Public Relations, Employee Benefits, Marketing Communications, Insurance, Recruiting, Marketing Strategy, Sales, PowerPoint, Project Management, Disability Insurance, Leadership, Training, Coaching
Education
Freedom High School 1984 — 1988
High School Diploma
Kutztown University of Pennsylvania
Emdeon November 2013 - February 2015
Collette Vacations July 2012 - August 2013
MassMutual Financial Group November 2010 - July 2012
Kinloch Golf Club May 2008 - November 2010
Mizuno USA April 2006 - July 2008
Education
Longwood University 2004 — 2008
B.A., Communication Studies
Midlothian High School 2000 — 2004
Diploma
Upperline Financial Planning September 2010 - Present
Loyola University January 2011 - Present
FPA NexGen January 2010 - December 2010
Bellingrath Wealth Management June 2005 - September 2010
FPA NexGen January 2008 - December 2008
MassMutual Financial Group April 2001 - May 2005
Janus Mutual Funds September 2000 - April 2001
Skills
Comprehensive Financial..., Fee-Only Financial..., Investment Management, Certified Financial..., Retirement Income..., Retirement Planning, Budgeting, Investments, Estate Planning, NAPFA Registered..., Financial Planners, Financial Goals, Budgets
Education
Loyola University New Orleans 1996 — 2000
BBA, Finance
Cetera Advisor Networks LLC June 2012 - Present
Wiswell and Associates, LLC July 2009 - Present
Oliveros May 2009 - November 2013
Retirement Education Council of America July 2009 - October 2013
MassMutual Financial Group September 2009 - May 2012
Great Lakes Mortgage Protection Center June 2007 - October 2009
Skills
Retirement, Trust Services, Estate Law, Employee Benefits, Business Continuity..., Retirement Planning, Disability Insurance, Fixed Annuities, 401k, Long Term Care Insurance, Life Insurance, Strategic Financial..., Long-term Care, Insurance, Wealth Management, Public Speaking, Financial Advisory, Mutual Funds, Estate Planning, Securities, Financial Services, Term Life Insurance, Small Business, Finance, Sales, Marketing, IRAs
Education
University of Wisconsin-Madison
Madison Area Technical College
Associate of applied science
Monona Grove High School
High school diploma
Seahorse Bioscience September 2013 - January 2014
SunGro March 2013 - September 2013
MassMutual Financial Group January 2012 - May 2012
Stanley Black & Decker , Inc. May 2011 - December 2011
OAKLEAF Waste Management April 2009 - August 2009
Skills
Access, Outlook, Microsoft Excel, QuickBooks, PowerPoint, SAP, Research, Program Management, CRM, Leadership, Financial Analysis, Accounting, Auditing, Accounts Receivable
Education
Norwich University 2002 — 2007
Bachelors, Business Administration, Accounting, German Language, 3.37
Ludwig-Maximilians Universität München 2004 — 2005
N/A, General Studies
Community Bank, N.A. January 2015 - Present
Carrier Corporation September 2014 - January 2015
Murphy and Nolan, Inc. July 2012 - August 2014
MassMutual Financial Group May 2011 - January 2012
Hess Corporation June 2008 - May 2011
Rite Aid Pharmacy September 2005 - November 2007
Skills
Accounting, General Ledger, Accounts Payable, Accounts Receivable, Cost Accounting, Finance, Microsoft Excel, Tax, Life Insurance, Financial Services, Bookkeeping, Microsoft Word, PowerPoint, Account Reconciliation, Payroll, Spreadsheets, Credit, Microsoft Office, Balance, ADP Payroll, Cash, Auditing
Education
Le Moyne College 2008 — 2011
Bachelor of Science Business, Finance
Onondaga Community College 2005 — 2007
Associate Degree, Accounting
Westhill High School 2002 — 2005
Regents Degree, Advanced Designation
MassMutual Financial Group March 1989 - Present
Skills
Fixed Income, Risk Management, Banking, Derivatives, Financial Analysis, Securities, Asset Management, Mutual Funds, Financial Services
Education
Manchester Community College 1977 — 1979
Associate's degree, Social Work
MassMutual Financial Group Managing OwnerFroggy's Arts and Crafts2007 - 2014
Encore 1994 - 1998
Skills
Life Insurance, Disability Insurance, Small Business, Estate Planning, Term Life Insurance, Long Term Care Insurance
Education
Loyola Marymount University 1990 — 1994
Bachelor of Arts (BA), Film/Cinema/Video Studies
California Dept of Insurance
Licensed Life, Accident & Health Insurance Agent, Insurance
VWR January 2014 - Present
MassMutual Financial Group September 2013 - November 2013
LAZ Parking February 2013 - May 2013
Hooked Media Group May 2012 - August 2012
Corinthian International Parking Services May 2011 - August 2011
Biocision, LLC May 2011 - August 2011
Safeway May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Adobe Creative Suite, Stata, ArcGIS Engine, Windows 7, Mac OS X, Financial Modeling, Financial Risk, Risk Assessment, Economic Development, International Economics, Financial Economics, Public Speaking, Public Sector, Private Sector, Microeconomics, Macroeconomics, Life Insurance
Education
Loyola Marymount University 2009 — 2013
Bachelor of Arts (B.A.), Economics/Managerial/International/Development Economics
AudioCodes 2015 - Present
CBS July 2013 - August 2013
New York Family Business Center November 2012 - May 2013
MassMutual Financial Group October 2012 - November 2012
Northwestern Mutual July 2012 - October 2012
Hollister Co. August 2009 - August 2012
Northwestern Mutual April 2012 - June 2012
Song Mountain Ski School January 2006 - April 2007
Skills
Social Media, Business Analytics, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Publisher, Constant Contact
Education
Le Moyne College 2010 — 2014
Bachelor of Science, Business Administration; Marketing and Business Analytics
Bishop Ludden Jr. Sr. High School 2004 — 2010
Advanced Regents Diploma
Wyndham Worldwide December 2014 - Present
Wyndham Worldwide September 2013 - December 2014
Weltman Home Services, Inc. August 2011 - September 2013
McGovern Legal Services, LLC May 2010 - August 2011
MassMutual Financial Group 2009 - 2010
Skills
Analytics, Web Analytics, Online Marketing..., Reporting & Analysis, E-commerce, Online Marketing, Digital Marketing, Marketing Strategy, Marketing, Omniture, Department Budgeting, Email Marketing, PPC, SEO, Direct Mail Campaigns, Marketing Analytics, Data Analysis, Google Analytics, Marin Software, Microstrategy, eBay enterprise, Digital Strategy, Paid Media, SEM, Social Media Marketing, Online Advertising, Business Analysis, Microsoft Excel, Management, Advertising, TagMan
Education
The University of British Columbia 2014 — 2015
Award of Achievement in Digital Analytics
La Salle University 2005 — 2009
B.S. Business Administration
Clifton High School
MassMutual Financial Group December 1998 - Present
AMS Services May 1995 - November 1998
Education
Kyiv National Taras Shevchenko University 1974 — 1979
5 years, phisics
New York Life Insurance Company August 2015 - Present
MassMutual Financial Group January 2015 - August 2015
Nine West Group July 2014 - January 2015
D. Pagan Communications September 2014 - November 2014
Fein, Such, Kahn & Shepard, PC July 2013 - January 2014
Kozeny, McCubbin & Katz, LLP January 2012 - June 2013
Nine West Group May 2010 - March 2012
Law Firm October 2011 - January 2012
Stony Brook University July 2007 - February 2008
Stony Brook University September 2007 - 2008
Education
LIU Post 2014 — 2015
Master of Business Administration (MBA)
LIU Post 2011 — 2011
Certificate, Paralegal
State University of New York at Stony Brook 2007 — 2010
Bachelor's, Psychology
MassMutual Financial Group August 2014 - Present
QS2 Financial Services September 2013 - July 2014
Hope Community Center December 2007 - July 2010
Skills
Financial Planning, Insurance, Investments, Strategic Planning, Public Speaking, Program Development, Public Relations, Event Management, Customer Service, Fundraising, Event Planning, Community Outreach, Nonprofits, Social Media, Volunteer Management, Non-profits, Grant Writing, Research, Editing, Community Development, Marketing
Education
Regent University 2005 — 2006
Master of Business Administration (MBA) (ABT), Finance
Lee University 1998 — 2002
Bachelor of Arts (BA), International Marketing and Public Relations
MassMutual Financial Group November 2009 - Present
Leadership Pioneer Valley, MassMutual September 2013 - June 2014
MassMutual Financial Group January 2013 - December 2013
MassMutual Financial Group January 2011 - December 2012
MassMutual Financial Group 2007 - 2009
YMCA 1998 - 2007
Aetna Life & Casualty 1986 - 1989
Clinic 1984 - 1985
Skills
Toastmasters..., Business Analysis, SDLC, Process Improvement, Cross-functional Team..., Visio, Training
Education
Computer Processing Institue
Diploma in Business Computer Programming
Leadership Pioneer Valley
Manchester Community College
MassMutual's SAP training pool
University of Connecticut
University of Mumbai
B.Science
MassMutual Financial Group January 2015 - Present
MetLife February 2010 - March 2014
MetLife September 2001 - March 2014
MetLife June 2004 - February 2010
MetLife September 2001 - June 2004
Prudential January 1988 - January 2001
Skills
Insurance, Legal Writing, Software Documentation, Training, Customer Service, Fixed Annuities, Policy, Employee Benefits, Interviews, Research, Sales, Microsoft Excel, Liability, Risk Management, Life Insurance
Education
Manchester Community College 2004 — 2007
Associates, Paralegal Studies
Manchester Community College
University of Hartford
Matriculated in B.S, Paralegal Studies
W.J. Irish Insurance Agency October 2013 - Present
MassMutual Financial Group December 2011 - October 2013
La Notte Restaurant May 2006 - June 2013
Asnuntuck Community College September 2011 - September 2012
American Honda Finance June 2011 - August 2011
Aldo Shoe Store January 2010 - June 2010
Riley's T-shirt Outlet January 2004 - January 2010
Skills
Sales, Credit, Customer Service, Microsoft Office, Time Management, Inventory Management, Microsoft Excel, Customer Satisfaction, Microsoft Word, PowerPoint, Cash Register, Facebook, Marketing, Teamwork, Phone Etiquette
Education
Manchester Community College 2009 — 2012
Associate's degree, Business Administration and Management, General
Manchester Community College 2009 — 2011
Business Administration
Enfield High School 2005 — 2009
Debevoise & Plimpton May 2014 - August 2014
MassMutual Financial Group July 2013 - August 2013
Day Pitney LLP May 2013 - June 2013
Grinnell College August 2008 - July 2012
Ludwig-Maximilians-University of Munich September 2011 - June 2012
Skills
Research, Higher Education, Mandarin, Legal Research, Legal Writing, Writing, Foreign Languages, Teaching, Editing
Education
Yale Law School 2012 — 2015
Doctor of Law (J.D.)
Yale University 2003 — 2008
Ph.D., Medieval European History
Ludwig-Maximilians Universität München / University of Munich 2006 — 2007
Princeton University 1999 — 2003
B.S.E., Computer Science
Windsor High School
Windsor High School
Cetera Advisor Networks February 2009 - Present
MassMutual Financial Group September 2006 - March 2009
PFIC Securities February 1995 - September 2006
Skills
Retirement Planning, Retirement, Strategic Financial..., Series 7, Mutual Funds, Investments, Wealth Management, Fixed Annuities, Insurance, Series 63, 401k, Life Insurance, Estate Planning, Securities, Financial Services, Financial Analysis, Investment Advisory, Financial Advisory, Portfolio Management, Mortgage Lending, Small Business, Finance, Customer Service
Education
Lakeland College 1987 — 1990
Bachelor of Business Administration (B.B.A.), Economics Minor, Business Administration and Management, General
Northeast Wisconsin Technical College 1979 — 1981
Credit Management, Credit Management
University of Wisconsin-Oshkosh 1975 — 1978
Business Administration and Management, General
Sturgeon Bay High School 1972 — 1975
Capital One July 2014 - Present
Postlethwaite & Netterville June 2013 - May 2014
Financial Advisory Group June 2012 - August 2012
MassMutual Financial Group May 2012 - August 2012
Education
Louisiana State University 2009 — 2013
Bachelor of Science, Finance
DaVinci Financial & Insurance Associates, Inc. January 2012 - Present
Ontogeny Consulting June 2009 - Present
Apex Outsourcing Inc. January 2003 - Present
MassMutual Financial Group 2009 - 2011
Colonial Life 2007 - 2011
Apex Outsourcing Insurance Services January 2003 - June 2009
Education
University of Hawaii at Manoa 1994 — 1998
Master's Degree, Multicutural Education
Loyola Marymount University 1989 — 1993
Bachelor's degree, Sociology
Laissez-Faire Books October 2010 - Present
Agora Financial March 2010 - Present
M&T Bank January 2008 - November 2009
M&T Bank December 2005 - January 2008
M&T Bank August 2003 - December 2005
MassMutual Financial Group October 1999 - August 2003
Play it Again Sports April 1995 - October 1999
US Army September 1990 - December 1994
Skills
Financial Analysis, Customer Service, Computer Literate, Customer Relations, Financial Reporting, Project Managers, Operations Management, Banking, Leadership, Management, Small Business, Analysis, Team Building, Budgets, Training, Sales, Accounting, New Business Development, Investments, Sales Operations, Credit, Portfolio Management, Customer Satisfaction, Finance, Time Management, Strategic Planning, Insurance, Business Development, Marketing, Loans, Entrepreneurship, Strategy, Risk Management, Process Improvement, Business Strategy
Education
Loyola University Maryland 2008 — 2011
Masters, MBA
University of Baltimore 1997 — 1999
B.S., International Business
Overlea High School
Overlea High School
MassMutual Financial Group September 2008 - Present
BNI January 2009 - 2011
M&T Bank June 2003 - February 2008
Skills
Insurance, Disability Insurance, Customer Service, Finance, Loans, Access, Estate Planning, Sales, Sales Management, Event Planning, Leadership, Marketing
Education
Le Moyne College 1971 — 1975
BA, Economics
MassMutual Financial Group November 1999 - Present
Banknorth June 1998 - November 1999
Merrill Lynch January 1988 - June 1998
Skills
Process Engineering, Database Design, Usability Design, Six Sigma, Continuous Improvement, Photography, Business Analysis, Process Improvement, Project Management, Analysis, Leadership, Management, Enterprise Architecture, Usability Engineering, Cross-functional Team..., SDLC, Vendor Management, Business Requirements, Requirements Gathering, Risk Management
Education
Lyndon State College 1981 — 1986
BUHS
MassMutual Financial Group January 2014 - Present
MassMutual Financial Group May 2010 - August 2012
LSU Football Operations May 2010 - August 2011
Skills
PowerPoint, Recruiting, Sports Management, Microsoft Office, Event Planning, Social Networking, Sports, Social Media, Time Management, Sports Marketing, Microsoft Excel, Microsoft Word, Public Speaking, Teamwork, Life Insurance, Health Insurance, Disability Insurance
Education
LSU 2009 — 2013
Sports Administration
New York Life Insurance Company March 2013 - Present
MassMutual Financial Group April 2012 - September 2012
Benefits Group WorldWide April 2007 - February 2011
Highland Capital Brokerage June 2003 - April 2007
Clark Bardes Consulting February 2000 - May 2003
Prudential 1991 - 1995
Skills
Life Insurance, Retirement Planning, Investments, Annuity Sales, IRA rollovers, 401k Rollovers, Education Funding, Protection..., Small Business, Long-term Care
Education
Los Angeles City College 1978 — 1981
Associate's Degree, Business, Management, Marketing, and Related Support Services
Hmong American Partnership January 2015 - Present
World Financial Group (WFG) January 2015 - Present
Hmong-American Partnership February 2013 - Present
MassMutual Financial Group January 2014 - November 2014
Western & Southern Financial Group September 2012 - December 2013
New York Life Insurance Company June 2010 - August 2012
Skills
Financial Services, Whole Life, Small Business, Health Insurance, Universal Life, Financial Analysis, Employee Benefits, Life & Health Insurance..., Customer Service, Budgets, Microsoft Office, Income Protection, Leadership, Sales, Customer Satisfaction, Sales Process, Public Speaking, Fixed Annuities, Nonprofits, Insurance, Non-profit Volunteer, Community Outreach, Community Service, Buy-sell Agreements, Asset Protection, Client Relations Skills, Social Networking, Life Insurance
Education
Lakeland College 2008 — 2010
Bachlor of Science, Business Management
Fox Valley Technical College 2003 — 2005
Associate of Science, Banking & Finance
International Building Services August 2015 - Present
MassMutual Financial Group June 2014 - April 2015
COUNTRY Financial® February 2013 - June 2014
Transamerica Financial Advisors, Inc. April 2011 - December 2012
Columbia Southern Education Group June 2009 - January 2011
US Navy October 2001 - November 2006
Skills
Financial Services, Personal Financial..., Public Speaking, Financial Risk...
Education
Lane Community College 2011 — 2013
Business/Managerial Economics
Pass Christian High School 1993 — 1994
High School Diploma, General, 3.25 GPA
Sheldon High School 1990 — 1993
High School Attended 9 - 11 Grade, General, 3.25 GPA
MassMutual Financial Group May 2011 - Present
The Legal Aid Society of New York February 2010 - April 2011
Skills
FINRA, Mutual Funds, Financial Services, Series 7, Retirement Planning, 401k, Pensions, Series 24, Investments, ERISA, Investment Advisory, Risk Management, Insurance, Legal Research
Education
Touro College Jacob D. Fuchsberg Law Center 2006 — 2009
JD, Law
Loyola College in Maryland 2000 — 2004
BBA, Finance
Hartford Steam Boiler July 2013 - Present
American Family Insurance July 2012 - January 2013
MassMutual Financial Group January 2012 - June 2012
Farber Marketing June 1999 - December 2010
Skills
Commercial Insurance, Insurance, Public Speaking, Marketing, Illustration, Customer Service, Leadership, Marketing Strategy, Strategic Planning, Process Improvement, Relationship Management, Underwriting
Education
Lindenwood University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Green Ridge Group LLC February 2014 - Present
MassMutual Financial Group October 2011 - August 2014
M&D Management, LLC January 2003 - January 2012
Biovail Pharmaceuticals March 2002 - January 2003
Thomson Financial March 2001 - March 2002
Extraprise Consulting June 2000 - March 2001
Skills
Strategic Planning, Strategy, Marketing Strategy, Leadership, Budgets, Business Planning, Social Media, Sales Management, Retail, Marketing, Sales, Analysis, Business, Entrepreneurship, Running, Management, Business Development, Negotiation, New Business Development, Finance
Education
The American College 2015 — 2016
Certified Financial Planner
New Jersey Real Estate License 2003 — 2003
NJRE, Real Estate
Lehigh University - College of Business and Economics 1996 — 2000
BS Finance BS Marketing, Finance, General
MassMutual St. Louis October 2014 - Present
MassMutual Financial Group October 2014 - Present
Euroclub Croatia June 2014 - September 2014
Camp Taum Sauk June 2012 - August 2013
Camp Taum Sauk June 2010 - August 2011
Westwood Country Club April 2006 - July 2010
Toolocity November 2009 - January 2010
Skills
Microsoft Office, Leadership, PowerPoint, Customer Service, English, Time Management, Budgets, Financial Planning, Public Speaking, Social Media, Microsoft Excel, Microsoft Word, Investments, Teaching, Event Planning, Teamwork, Insurance, Disability Insurance, Life Insurance, Retirement Planning, Risk Management, Long-term Care, Term Life Insurance, Wealth Management, Fixed Annuities, Start-ups, Entrepreneurship, Product Development, Marketing
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Science in Business Administration, Finance and Banking, Cum Laude
Maastricht University 2013 — 2013
Parkway North High School 2006 — 2010
MassMutual Financial Group September 2015 - Present
TicketNetwork July 2013 - July 2015
TicketNetwork January 2012 - July 2013
University of Connecticut - Dining Services October 2010 - December 2011
University of Connecticut - Dining Services October 2009 - October 2010
Skills
Recruiting, Talent Acquisition, Internet Recruiting, College Recruiting, Applicant Tracking..., Employee Relations, Hiring, Resume Writing, Cold Calling, Microsoft Word, Interviews, Screening Resumes, Customer Service, Management, Technical Recruiting, Onboarding, Microsoft Excel, Outlook, ADP Payroll, ADP HRB, Temporary Staffing, Candidate Generation, Employee Training, ADP ezLaborManager, New Hire Orientations, Payroll, External Recruitment, Talent Selection, Orientation, Sourcing, Benefits Negotiation
Education
The University of Connecticut 2009 — 2011
Bachelor of Arts (B.A.), Human Development & Family Studies
Manchester Community College 2007 — 2009
Associate of Arts (A.A.), Liberal Arts
E.O. Smith High School
Home Run Media June 2015 - Present
Home Run Media January 2015 - May 2015
MassMutual Financial Group May 2014 - December 2014
Nike May 2013 - May 2014
Novi Ice Arena August 2009 - August 2012
Skills
PowerPoint, Microsoft Excel, Facebook, Social Media, Microsoft Office, Social Networking, Microsoft Word, Event Planning, SAS programming, Social Media Marketing, Python, Teamwork, Tableau, Data Analysis, Statistical Data...
Education
Loyola University of Chicago 2011 — 2015
Bachelor of Science (BS), Statistics
Rojo Mexican Bistro May 2014 - August 2014
John D Dingell Vamc May 2014 - August 2014
MassMutual Financial Group May 2012 - August 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access
Education
Loyola University Chicago 2014 — 2018
Bachelor of Business Administration (B.B.A.), Marketing, 3.3 (cumulative)
Bunge North America, Inc. July 2014 - Present
MassMutual Financial Group December 2012 - July 2014
MassMutual Financial Group December 2009 - December 2012
Wildwood Pub November 2008 - October 2012
Mulligan's Grill July 2001 - June 2008
Skills
Customer Service, Recruiting, Microsoft Excel, Microsoft Office, Sales, PowerPoint, Microsoft Word, Outlook, Social Networking, Teamwork, Leadership
Education
Lindenwood University 2004 — 2009
Bachelor of Arts (B.A.) Human Resource Management, Human Resource Management
Eureka High School 2000 — 2004
MassMutual Financial Group January 2013 - Present
The Hartford February 2011 - January 2013
The Hartford Insurance Group July 2006 - February 2011
The Hartford Insurance Group January 2005 - July 2006
Rocky Hill Park & Rec Dept June 2004 - June 2005
Lawrence Eyewear August 1998 - June 2004
Skills
401k, Insurance, Leadership, Customer Service, Call Centers, Training, Coaching, Time Management, New Business Development, Microsoft Excel, Customer Satisfaction, Public Speaking, Process Improvement, Retirement, Relationship Management, Financial Services, Finance
Education
Manchester Community College 2000 — 2002
none, General Studies
Newington High School 1996 — 2000
central Florida August 2013 - Present
Florida Insurance Specialists August 2011 - August 2013
AAA Carolinas August 2009 - August 2011
MassMutual Financial Group May 2002 - March 2008
Skills
General Insurance, Property & Casualty..., Watercraft, Underwriting, Insurance, Umbrella Insurance, Legal Liability, Finance
Education
Lake Land College 1990 — 1993
Associate's degree, Business Administration and Management, General
MassMutual Financial Group July 1999 - Present
Skills
SDLC, SharePoint, Visio, SQL, Microsoft SQL Server, Agile Methodologies, DB2, IT Strategy
Education
Mahatma Gandhi University 1992 — 1996
Bachelor of Commerce (B.Com.), Commerce
MassMutual Financial Group July 2006 - Present
Skills
Business Requirements, Process Improvement, SDLC
Education
La Salle University 1995 — 1997
BA, Business Administration
Manor Junior College 1993 — 1995
Associate Degree, Business Administration
MassMutual Financial Group August 2011 - Present
Skills
Retirement Planning, Estate Planning, Retirement, Trust Services, Financial Planning, Wealth Management, Long Term Care, Insurance Planning, Asset Protection, Disability Insurance, Annuities, 401k, IRA's, Elder Law, Wealth, Investments, Wealth Accumulation, Wealth Transfer, Pensions, Long-term Care, Asset Allocation, Inheritance Tax Planning, Special Needs Planning, Investment Advisory, Insurance, Asset Management, Charitable Giving, Strategic Financial..., Financial Planners, Portfolio Management, Finance, Fixed Annuities, IRAs, Financial Services, Management, Employee Benefits, Strategy, Sales, Special Education, Business Planning, Charities, Life Insurance, Business Development, Leadership
Education
Lehigh University 1979 — 1983
B.S. Finance, Finance, Journalism
Lehigh University - College of Business and Economics 1979 — 1983
B.S., Finance
MassMutual Financial Group January 2014 - Present
WTBQ Radio 1110 AM & 93.5 FM August 1998 - Present
Northwestern Mutual November 2012 - December 2013
Knights of Columbus Insurance December 2005 - November 2012
Earth Essence June 2002 - December 2006
WTBQ November 2000 - November 2005
Marist College September 1999 - May 2002
HSBC Markets 1986 - 1999
Monchik-Weber January 1983 - July 1986
Education
New York University - Leonard N. Stern School of Business 1975 — 1979
MBA, Computer Applications
Le Moyne College 1969 — 1973
BA, Economics
Regis High School 1965 — 1969
OLHC
SOUTHERN BELL REALTY, LLC July 2015 - Present
Yadkin Bank August 2013 - December 2014
Carolina Premier Bank June 2012 - August 2013
WesBanco April 2009 - June 2012
Fifth Third Bank October 2006 - July 2008
Huntington National Bank August 2000 - October 2006
F&M National Corporation January 1996 - January 2000
MassMutual Financial Group November 1994 - January 1996
Skills
Consumer Lending, Marketing Strategy, Commercial Lending, Market Research, Advanced credit analysis, Loan Portfolio Analysis, Regulatory Law, Monetary Economics, Financial Markets, Bank Financial Analysis, Strategic Bank Marketing, Product Profitability, Customer Profitability, Bank Profitability, Strategic Negotiations, Credit Risk, Financial Risk..., ALCO, Credit Underwriting, Leadership, Management, Underwriting, Training, Commercial Banking, Banking, Credit, Credit Analysis, Financial Analysis, Loans, Portfolio Management
Education
Louisiana State University
Advanced Banking
University of Colorado at Boulder
Bank Marketing and Management
West Virginia University
B.S., Business Administration; Marketing Concentration
CDK Perforating, LLC October 2013 - Present
Genesis PURE December 2012 - January 2014
Holland Services August 2013 - October 2013
MassMutual Financial Group October 2011 - July 2012
Suncoast Resources April 2011 - October 2011
Northwestern Mutual/Mass Mutual Financial Group January 2008 - April 2011
Northwestern Mutual Financial Network January 2008 - February 2010
Randstad Work Solutions January 2007 - January 2008
Skills
Account Management, Recruitment/Retention, Training & Development, Cold Calling, Consultative Selling, Interviewing, Negotiation, Contract Negotiation, Business Development, Training, Marketing Communications, Public Relations, Communication, Human Resources, Oil/Gas, Microsoft Office, Nutrition, Team Building, Team Leadership, Wellness, Fitness, Network Marketing, Supplements, Home Based Business, Personal Training, Small Business, Lifestyle, Entrepreneurship, Coaching, Wellness Coaching, Network Marketing..., Online Advertising, Sales, Direct Sales, Marketing Strategy, Personal Development, sport, social, Online Marketing, Applicant Tracking..., Interviews, Management, Sales Management, Sourcing, New Business Development, Leadership, Selling, Strategy
Education
Texas Tech University 2005 — 2005
Communications
Lubbock Christian University 2000 — 2005
Bachelors of Arts, Organizational Communications
CIGNA Healthcare 2010 - Present
CIGNA November 2008 - October 2010
MassMutual Financial Group 2005 - 2008
CIGNA Healthcare 2004 - 2005
Education
Manchester Community College
Associates
Manchester High School
Associates
University of Maryland University College
Bachelor of Science, IT
===== August 2014 - Present
CIGNA Healthcare November 2011 - Present
MassMutual Financial Group 2004 - 2009
MassMutual Financial Group 1996 - 2003
CIGNA HealthCare 1976 - 1995
Education
Saint Joseph College
Bachelor of Arts, American Studies
Manchester Community College
Associate of Science, General Studies
Lee, Hecht, Harrison 2009 — 2010
Chase March 2012 - Present
Granite Services, Inc. May 2010 - November 2011
MassMutual Financial Group February 2009 - November 2009
Summit Brokerage Services, Inc. April 2008 - November 2009
US Navy December 2000 - April 2008
Skills
Relationship Management, Military Experience, Submarines, Customer Experience, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Project Planning
Education
Liberty University
Bachelor’s Degree, Multi/Interdisciplinary Studies (Business/Counseling), 3.76
The Hartford Coordinator - Learning & Professional DevelopmentThe HartfordSeptember 2004 - Present
MassMutual Financial Group September 1994 - September 2004
Travelers September 1988 - September 1994
Connecticut Bank & Trust September 1984 - September 1988
Skills
Employee Engagement, Employee Benefits
Education
Manchester Community College
Psychology
MassMutual Financial Group December 2013 - Present
MassMutual Financial Group November 2012 - Present
Skills
Training, Coaching, Customer Satisfaction, Management, Hotels, Leadership, Marketing, Customer Retention, Networking, Event Management
Education
Lehigh University 2000 — 2004
B.A.
The Hartford April 2011 - Present
MassMutual Financial Group 2001 - 2006
Tallan 2000 - 2001
KVH Industries Inc. 1999 - 2000
Elsevier Science 1998 - 1999
Nature Publishing Group 1997 - 1998
Barbara Brennan School 1996 - 1997
Schering-Plough Research Institute 1991 - 1995
Banyan Communications Group: Daniel Glassman Advertising 1990 - 1991
Skills
Usability, User Experience, Information Architecture, Requirements Gathering, Usability Testing, User Experience Design, User Interface Design
Education
Western New England University 2001 — 2006
JD, Intellectual Property, International Law
Parsons School of Design 1997 — 1999
CS, Graphic Design & Advertising
Lafayette College 1986 — 1990
BA, Biology, Art
Verona High School 1982 — 1986
Boston University Corporate Education Center
Project Management Certification Program
Human Factors International
Certified Usability Analyst, Usability & Design
MassMutual Financial Group 2008 - Present
MassMutual Life Ins Co July 2000 - Present
MassMutual Life Ins Co March 1986 - June 1997
Education
Rensselaer Polytechnic Institute at Hartford 2005 — 2007
Masters of Science, Management
Lesley University 2000 — 2004
Bachelor's degree, Information Technology
Cigna April 2014 - Present
CIGNA March 2012 - April 2014
MassMutual Financial Group April 2010 - March 2012
MassMutual Financial Group January 2008 - April 2010
MassMutual Financial Group April 2006 - January 2008
MassMutual Financial Group February 2005 - April 2006
MassMutual Financial Group February 2004 - February 2005
Skills
Insurance, Visio, Mainframe, SharePoint, Testing, Business Requirements, SDLC, Requirements Gathering, Software Documentation, Business Analysis, Access, Systems Analysis, Data Warehousing, Requirements Analysis, SQL, Quality Center, User Acceptance Testing, Fixed Annuities, DB2, Call Center, Data Modeling, Vendor Management, Call Centers, Analysis
Education
University of Massachusetts, Amherst 2005 — 2009
BA, Workforce Education and Development
Manchester Community College 2001 — 2004
A.S., General Studies
Northeastern University 1994 — 1995
ZAPS Technologies, Inc. June 2000 - Present
Oregon University System July 2013 - April 2014
Oregon University System May 2008 - June 2013
MassMutual Financial Group September 2006 - April 2008
MassMutual August 2003 - September 2006
MassMutual December 2002 - August 2003
Skills
Retirement Planning, Employee Benefits, Retirement, Marketing, 401k, Sales, Investments, Management, Leadership, Process Improvement
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2005 — 2007
Lafayette College 1996 — 2000
BA, Biology & English
Pigott, Inc. October 2010 - Present
Mass Mutual Financial Group September 2008 - August 2010
MassMutual Financial Group September 2008 - August 2010
Pigott, Inc. July 2006 - September 2008
Skills
Space planning, Process Scheduler, Customer Service
Education
Luther College 2002 — 2006
Voya Financial March 2015 - Present
Voya Financial June 2014 - March 2015
MassMutual Financial Group May 2012 - May 2014
ING November 2008 - May 2012
ING September 2006 - November 2008
ING May 2001 - September 2006
Merallis October 1998 - March 2001
Merallis September 1997 - October 1998
United States Army National Guard 1992 - 1998
Skills
Requirements Analysis, User Acceptance Testing, SDLC, Documentation, Business Analysis, Visio, IT Service Management, Process Improvement, Change Management, Incident Management, Release Management, Requirements Gathering, Test Management, Systems Analysis, Business Process, Service Delivery, Testing, Test Planning, Problem Solving, Team Leadership, Business Solutions, Metrics and Reporting, Production Support, Data Analysis, ITIL, IT Strategy, Software Documentation, Access, Project Management, SharePoint, Business Requirements
Education
Manchester Community College 2011 — 2014
Associates Degree, General Studies, 3.8 GPA
Springfield Technical Community College 1993 — 1995
Certificate, Medical Records Coding
MassMutual Financial Group September 2012 - Present
ING December 2007 - September 2012
ING December 2007 - December 2011
ING 2007 - 2009
MassMutual 1999 - 2007
MassMutual 1999 - 2007
Skills
Business Analysis, New Business Development, Requirements Analysis, Requirements Management, Requirements Gathering, System Requirements, Business Requirements, Program Management, Software Project..., SAP, SQL, SAP HR, PMP, Testing, SDLC, Visio, Systems Analysis, User Acceptance Testing, Business Process
Education
Manchester Community College
Associates, Accounting
Cigna May 2015 - Present
Cigna June 2014 - May 2015
MassMutual Financial Group January 2013 - May 2014
The Hartford May 2010 - December 2012
The Hartford March 2000 - May 2010
enherent Corp (formerly PRT Group) August 1997 - March 2000
Aetna US Healthcare August 1988 - August 1997
Skills
SDLC, Requirements Gathering, Business Requirements, Business Analysis, Requirements Analysis, Vendor Management, Visio, Resource Management, Process Improvement, Testing, SharePoint, User Acceptance Testing, PMP, Systems Analysis, PMO, Data Warehousing, Waterfall
Education
The George Washington University 2003 — 2005
Masters Certificate in Project Management
Manchester Community College 1990 — 1995
RHAM High School 1985 — 1988
MassMutual Financial Group November 2012 - Present
Merrill Lynch September 2009 - October 2012
Merrill Lynch 2003 - 2008
Skills
Series 7, Mutual Funds, Investments, Retirement Planning, Wealth Management, Series 63, Securities, Strategic Financial..., Retirement, Fixed Annuities, Insurance, Financial Services, FINRA
Education
Lynn University 2000 — 2001
MBA, International Business Management
Old Dominion University 1996 — 2000
Bachelor of Science, Business Administration
Penn Rise Benefits, Inc. August 2006 - Present
Weidner Financial Group August 2002 - August 2006
MassMutual Financial Group August 2000 - August 2002
Skills
Insurance, Life Insurance, Marketing, Disability Insurance, Sales, Long-term Care, Annuities, Risk Management, Fixed Annuities, Small Business, Heatlh Insurance, Group Health Insurance, Investments, Roth IRA, Retirement Planning, IRAs, SEP IRA, Simple IRA, 401k Rollovers, Retirement, 401k, Financial Services, Employee Benefits, Securities, Strategic Planning
Education
Lafayette College 1996 — 2000
BA, Economics / Business
Kelser Corporation August 2014 - Present
MassMutual Financial Group October 2000 - August 2014
Corporate Training Center (a division of Porter and Chester Institute) September 2000 - October 2002
Challenge Sailcloth, Inc October 1995 - September 2000
Dimension Polyant Sailcloth, Inc. April 1983 - September 1995
Skills
Disaster Recovery, IT Service Management, ITIL, Resource Management, VBScript, Solution Architecture, VMware, SharePoint, Windows Server, Active Directory, Unix, IIS, Cloud Computing, Infrastructure, Leadership, Virtualization, SDLC, Vendor Management, Enterprise Software, Visio, System Deployment, Data Warehousing, Enterprise Architecture, Business Analysis, SQL, Requirements Analysis
Education
University of Massachusetts, Amherst 2004 — 2005
Business Administration, Management and Operations
Manchester Community College 2001 — 2003
Associate's degree, Accounting and Business Administration - MIS, 3.97 GPA
Paychex 2008 - Present
MassMutual Financial Group 2005 - 2008
Education
University of Georgia - Terry College of Business 2004 — 2005
Graduate Studies, Economics
Loyola University New Orleans 2000 — 2004
Bachelor of Business Administration, Economics
Copes Consulting Group March 2008 - Present
United Way of Pioneer Valley 2008 - 2010
MassMutual September 1990 - February 2008
MassMutual Financial Group 1990 - 2008
Skills
Securities, Life Insurance, Leadership, Process Improvement, Fundraising, Fixed Annuities, Insurance, Leadership Development, Retirement, 401k, Strategic Planning, Series 7, Program Management, Team Leadership, Human Resources, Retirement Planning, Public Speaking, Vendor Management, Strategic Financial..., Financial Services, Team Building, Nonprofits, Budgets, Marketing, Disability Insurance, Employee Benefits, Series 6
Education
Lincoln University (MO) 1959 — 1963
BS, Accounting
MassMutual Financial Group December 2012 - Present
MassMutual Financial Group November 2009 - November 2012
MassMutual Financial Group November 2008 - November 2009
MassMutual November 2007 - November 2008
MassMutual Financial Group November 2003 - November 2007
Skills
Lean Management, Lean Thinking, Change Management, Operations Management, Portfolio Management, Project Management, Management
Education
University of Massachusetts, Amherst 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7 GPA
Macalester College 1990 — 1994
Bachelor's degree, Psychology and Education, 3.5 GPA
MassMutual Financial Group April 2008 - Present
The Hartford April 2008 - January 2013
Vernon Diner 2000 - 2006
Skills
American Sign Language, Management, Spanish, Leadership, Disabilities, Retirement, Customer Satisfaction, Financial Services, Fixed Annuities, Series 6, Risk Management, Investments, Retirement Planning, Relationship Management, Employee Benefits, Process Improvement, Mutual Funds, 401k, Insurance
Education
Manchester Community College 2002 — 2005
Associates Degree
MassMutual Financial Group August 2009 - Present
Private company that exports Apparel, Outerwear, Fabrics July 2007 - August 2009
Pride Jeans inc October 2005 - August 2007
PRIDE JEANS, INC October 2005 - July 2007
KNIT INDUSTRIES INC July 1992 - October 2005
Knit Industries Inc 1993 - 2005
ATIMEX SA de CV September 1997 - January 2000
SAFETY CLOTHING CO February 1993 - June 1997
EXPRESS STITCHES January 1987 - February 1993
Anchor usa January 1990 - March 1990
Skills
Disability Insurance, Long Term Care Insurance, Retirement Planning, Strategic Financial..., Life Insurance, Annuity Sales, Insurance, Recruiting, Strategy, Investments, Leadership, Finance, Mutual Funds, Business Planning, Series 63, Marketing, Long-term Care, Portfolio Management, Series 7, Sales, Estate Planning, Employee Benefits, Fixed Annuities, Program Management, Retirement, Asset Allocation, Financial Advisory, Forecasting, Analysis, Financial Planners, Start-ups, Management, Budgets, Entrepreneurship, Small Business, Business Strategy, Business Development, 401k
Education
The American College 2012 — 2014
CFP, CHFC, Financial Planning and Services
Los Angeles Valley College 1985 — 1987
Electronic Engineering Study
E.N.N.A, France 1975 — 1979
BS, Mechanical Enginering
MassMutual Financial Group June 2013 - May 2015
CVS/Caremark May 2011 - February 2013
Citizens Bank November 2010 - June 2011
Fidelity Investments June 2007 - March 2010
Skills
MS Project, Outlook, Customer Relations, PowerPoint, Excel, Microsoft Office, Customer Service, Word, SharePoint, RFP, PMI, Team Leadership, Volunteer Coordination, Project Coordination, Microsoft Excel, Project Management, Time Management, Visio, CA Clarity, PDLC, Scheduling Management, PMO, Microsoft Word, Volunteer Management, PMP, Project Planning, Software Documentation, Quality Assurance, Vendor Management, SDLC, Leadership, Team Building, Resource Management, Process Improvement, Management, Business Process, Training, Requirements Gathering, Proposal Writing, Business Process..., Agile Project Management, Microsoft Project
Education
New York Institute of Technology 1989 — 1991
MA, Advertising
LIU Post 1985 — 1989
BA, Communications
MassMutual Financial Group May 2013 - Present
Towers Watson January 2007 - Present
Hewitt Associates January 2005 - January 2006
A. C. Nielsen 2004 - 2006
Skills
Actuarial Science, Economic Capital, ALM, SAS, Financial Modeling, Statistical Modeling, VBA, SAS programming, Financial Risk, Risk Management, Quantitative Analytics
Education
Shanghai Jiao Tong University 1996 — 2000
B.S.
The University of Connecticut 2000 — 2003
M.S., ECE
Loyola University of Chicago 2003 — 2004
M.S., Statistics
Hartford Hospital March 2010 - August 2011
Hartford Hospital March 2009 - February 2010
MassMutual Financial Group January 1986 - March 2008
Education
Lesley University 1994 — 1995
Bachelor of Science, Business Management
MassMutual Financial Group July 2013 - Present
Hoopis Financial Group a General Agency of MassMutual Financial Group March 2013 - July 2013
World Equity Group March 2010 - November 2012
IGI Chicago Style Gymnastics Meet March 2009 - February 2012
Calamos Investments February 2007 - January 2009
Calamos Investments December 2004 - February 2007
The MONY Group/AXA Advisors June 2002 - December 2004
The MONY Group June 1999 - June 2002
The MONY Group January 1998 - June 1999
Skills
Securities, Investments, Financial Services, Series 7, Asset Management, Insurance, FINRA, Management, Trading, Leadership, Accounting, Life Insurance, Customer Service, Accounts Payable, Security, Mutual Funds, Series 63, Wealth Management, Retirement Planning, Strategic Financial..., Series 53
Education
Le Moyne College 1982 — 1984
BS, Accounting
State University of New York at Canton 1980 — 1982
Associate's Degree, Accounting
Cicero High School 1976 — 1980
MassMutual Financial Group April 2015 - Present
Aon Hewitt March 2008 - April 2015
BlackRock September 2006 - 2007
Putnam Investments May 1990 - February 2005
Skills
Leadership, Pensions, Mutual Funds, Defined Benefit, Change Management, Outsourcing, 401k, Employee Benefits, Management, Benefits Administration
Education
Lesley University 1986 — 1990
B.S., Human Services/Counseling
Coginchaug 1982 — 1986
High School
NFP/PartnersFinancial affiliated firm July 2007 - Present
MassMutual Financial Group September 2001 - August 2005
Merrill Lynch July 1996 - August 2001
Skills
Retirement, Insurance, Estate Planning, Retirement Planning, Finance, Executive Benefit Design, Qualified Plan Design, Succession Planning, Strategic Financial..., Fixed Annuities, Financial Advisory, Investments, Financial Planning, Disability Insurance, Mutual Funds, Securities, Long-term Care, Wealth, Wealth Management, Financial Services, Life Insurance
Education
Lewis and Clark College
BS, Business Administration
MassMutual Financial Group January 2015 - Present
Dividend Capital April 2012 - December 2014
Lehigh University December 2010 - May 2012
Independent May 2010 - December 2010
Nuveen Investments June 2006 - May 2010
Nuveen Investments September 2001 - August 2006
Morgan Stanley Asset Management 1993 - 2001
Lehigh University 1992 - 1993
University of Pennsylania 1988 - 1992
Foreign Policy Research Institute 1987 - 1988
Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Series 63, Equities, Hedge Funds, Investment Strategies, Investment Management
Education
University of Pennsylvania 1982 — 1985
BA, Russian
Lehigh University 1992 — 1996
MA, Government
Smith College 1981 — 1982
Pushkin Institute
Summer, Russian
AXA Advisors October 2011 - Present
AXA Equitable November 2009 - October 2011
MassMutual Financial Group December 2008 - November 2009
First Command Financial Planning April 2007 - December 2008
Skills
Series 7, Series 66, Life and Health License, Property and Casualty..., Financial Analysis, Microsoft Excel, Finance, Customer Service, Strategic Financial..., PowerPoint, Microsoft Office, Microsoft Word, Banking, Financial Statement..., Investments, Leadership
Education
Columbia College 2008 — 2010
MBA
Le Moyne College 2002 — 2006
Business, Finance
TiVo March 2015 - Present
Cognizant Technology Solutions May 2008 - Present
MassMutual Financial Group March 2014 - February 2015
Marine Harvest Group February 2013 - March 2014
First Data Corporation July 2012 - January 2013
Ford It Services Limited September 2011 - June 2012
Cognizant Technology Solutions May 2008 - September 2011
Ventech Solutions February 2007 - May 2008
Pfizer September 2006 - February 2007
Skills
Service Transformation, ITIL v3 Expert, IT Service Management, Service-now.com, Strategic Planning, Process Improvement, Software Project..., Team Management, Requirements Gathering, Information Security, SDLC, Requirements Analysis, Business Process..., Business Analysis, Six Sigma
Education
Madurai Kamaraj University 2001 — 2006
Master's Degree, Software Engineering
MassMutual Financial Group January 2014 - Present
Axinn, Veltrop & Harkrider LLP September 2010 - December 2013
Axinn, Veltrop & Harkrider LLP 2008 - 2010
Axinn, Veltrop & Harkrider LLP 1997 - 2008
Skills
Project Management, Corporate Law, Commercial Litigation, Litigation, Contract Negotiation, Document Review, Intellectual Property, Litigation Support, Legal Assistance, Trials, Management, Document Management, Consulting
Education
Manchester Community College
MassMutual Financial Group June 2008 - Present
Burlington Northern Santa Fe Corporation 2002 - 2008
Halliburton 2000 - 2001
Aetna 1993 - 2000
Hay Group 1980 - 1991
Skills
Executive Pay, Deferred Compensation, HRIS, Total Rewards, Succession Planning, Employee Benefits, Talent Acquisition, Performance Management, Incentive Programs, Human Resources, Workforce Planning, Leadership, Benefits Administration, Employee Engagement, Consulting, Management
Education
Louisiana State University 1978 — 1980
MBA, Business
Jesuit
High School
Detroit Diesel October 2014 - Present
Chrysler April 2011 - October 2014
Chase Investment Services Corp. June 2010 - April 2011
MassMutual Financial Group May 2009 - June 2010
Diversified Machining Inc. November 2008 - January 2009
Goertze + Schiele Corporation February 2008 - November 2008
CSM Manufacturing Corporation February 2007 - February 2008
NORMA Group October 2004 - February 2007
Lear Corporation January 2002 - October 2004
TGI Group March 1999 - January 2002
Skills
Cross-functional Team..., Quality Control, Program Management, PPAP, TS16949, Root Cause Analysis, FMEA, Quality Management, Project Management, Continuous Improvement, Purchasing, APQP, Supplier Quality, Leadership, Six Sigma, Vehicles, Product Development, Automotive, ISO, Manufacturing, Powertrain, Lean Manufacturing, Stamping, Manufacturing..., DMAIC, Kaizen, Manufacturing..., 5S, Value Stream Mapping, Green Belt, ISO/TS 16949, Process Improvement
Education
Lawrence Technological University 2009 — 2011
MBA, MBA
Lawrence Technological University 2000 — 2002
BScET, Engineering Technology
St. Clair College 1994 — 1998
E.E.E.T Diploma, Electrical Electronic Engineering Technology
MassMutual Financial Group Business AnalystMassMutual Financial GroupBusiness AnalystINGJanuary 1998 - November 2007
ING September 1977 - November 2007
Skills
Test Planning, SDLC, Testing, Requirements Gathering, Insurance, Requirements Analysis, Software Documentation, Business Process, User Acceptance Testing, Quality Center, Systems Analysis, Visio, Vendor Management, SharePoint, Access, MS Project, Software Project..., Analysis
Education
Manchester Community College 1984 — 1992
Associates, Business Administration
MassMutual Financial Group January 2013 - Present
The Hartford September 2006 - December 2012
Advest September 2000 - May 2006
Skills
401k, Retirement
Education
Manchester Community College
Knights of Columbus December 2014 - Present
Vertex Incorporated June 2014 - December 2014
TyMetrix February 2012 - June 2014
CT TyMetrix December 2009 - March 2012
MassMutual Financial Group 2008 - October 2009
MassMutual Financial Group 2003 - 2008
Skills
Software Quality..., Testing, Test Planning, Test Management, Quality Assurance, Project Management, Test Strategy, SDLC, Test Execution, Defect Tracking, Agile Methodologies, Requirements Analysis, Software Project..., SQL, Requirements Gathering, Business Analysis, Microsoft SQL Server, Quality Center, Vendor Management, Business Intelligence, Scrum, Process Improvement, SharePoint, Visio
Education
Lesley University
B.S., Business Management
MassMutual Financial Group June 2015 - Present
New York Life Insurance Company May 2013 - May 2015
New York Life Insurance Company April 2013 - May 2015
Guardian Savings Bank December 1992 - August 2009
Skills
Finance, Banking, General Ledger, Insurance, Financial Analysis, Investments, Budgets, Strategic Financial..., Analysis, Payroll, Customer Service, Cash Flow, Employee Benefits, Process Improvement, Business Planning, Team Building, Loans, Financial Services, Small Business, Account Reconciliation, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Protection..., Retirement Planning, Succession Planning, Wealth Preservation..., Life Insurance
Education
Xavier University 1987 — 1993
MBA, Finance
Lee University 1970 — 1974
BS in Accounting, Accounting and Finance
MassMutual Financial Group December 2014 - September 2015
U.S. Army July 2008 - December 2012
Skills
Program Management, Project Management, Requirements Analysis, Integration, Strategic Planning, Process Improvement, Change Management, Security Clearance, Security, Team Leadership, Leadership, Analysis, Command, Business Analysis, Management, SDLC
Education
Syracuse University College of Law 2015 — 2018
Doctor of Law (J.D.)
University of Connecticut 2014 — 2014
Bachelor's of Science in Business, Finance, General
Manchester Community College 2013 — 2013
Business Administration and Management
Nationwide Financial August 2007 - Present
MassMutual Financial Group October 2005 - August 2007
National Life Group November 2000 - October 2006
Prudential Financial April 1999 - November 2000
Skills
Investments, Insurance, Risk Management, Customer Service, Small Business, Retirement Planning, Retirement, Fixed Annuities, Budgets, Strategic Planning, Variable Annuities, IRAs, Life Insurance, Finance, Mutual Funds, Financial Services, Wealth Management
Education
Liberty University 1994 — 1998
Chittenango High School 1990 — 1994
Infosys September 2013 - Present
Cognizant Technology Solutions November 2010 - September 2013
MassMutual Financial Group 2012 - 2013
Cognizant Technology Solutions January 2009 - October 2010
Computer Sciences Corporation May 2007 - December 2008
infosys technologies ltd. 2003 - 2005
Skills
Business Analysis, Requirements Analysis, Pre-sales, Consulting, SDLC, Business Development, Process Consulting, Requirements Gathering, Business Process..., Project Management, Team Management, IT Strategy, Software Project..., Management, Business Process..., Global Delivery, Management Consulting, Business Process..., Leadership, Gap Analysis, Insurance, IT Business Strategy, Business Intelligence, Business Process, Business Process Design, Program Management
Education
Management Development Institute 2005 — 2007
Master of Business Administration (MBA), Finance, Information technology
Rajiv Gandhi Prodyogiki Vishwavidyalaya 1999 — 2003
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Campion School
MassMutual Financial Group January 1997 - Present
Blasland, Bouck & Lee Environmental January 1993 - 1996
Skills
Editing, Marketing, Strategic Planning, Event Planning, Marketing Communications, Management, Event Management, Public Relations, Leadership, Program Management
Education
Syracuse University 1984 — 1986
MA, English
Le Moyne College
MA, English major; Education minor
MassMutual Financial Group
Skills
Business Analysis, Visio, Requirements Analysis, Requirements Gathering, SDLC, Business Requirements, Process Improvement, Insurance, Vendor Management, Business Process..., Quality Center
Education
Lafayette College
AB, English
Kinum August 2013 - Present
American Agencies May 2012 - August 2013
Transworld Systems 2006 - 2012
Commonwealth Business Consultants February 1993 - July 2006
MassMutual Financial Group January 1998 - January 2000
Allstate 1983 - 1994
Skills
Sales, Leadership, Management, Team Building, Sales Management, CRM, Direct Sales, New Business Development, B2B, Cold Calling, Sales Process, Business Development, Insurance, Selling, Customer Retention, Strategic Planning
Education
Lincoln University 1978 — 1982
BS, Economics, Business minor
Overbrook High School 1975 — 1977
Harrisburg High
Chick-fil-A Willow Grove Park September 2015 - Present
Chick-fil-A Corporate August 2014 - August 2015
Chick-fil-A Coweta Crossroads August 2010 - July 2014
Liberty University August 2006 - May 2010
Master Media Enterprises May 2005 - January 2010
MassMutual Financial Group May 2009 - August 2009
Skills
Financial Planning, Accounting, Advertising Sales, Sales Operations, Inventory Management, Financial Reporting, Situational Leadership, Promotions, Social Media, Strategic Financial..., Leadership, Sales, Team Building, Customer Service, Marketing, Coaching, Strategic Planning, Training, Operations Management, Food, Entrepreneurship, Public Relations, Human Resources, Recruiting, Leadership Development, Payroll, Profit
Education
Liberty University 2006 — 2010
Bachelor of Science, Finance, Finance, General
MassMutual Financial Group February 2013 - Present
Darden Capital Management September 2010 - May 2012
Computer Sciences Corporation June 2011 - August 2011
U.S. Department of State May 2009 - July 2010
Federal District Court of New Jersey August 2008 - December 2008
Skills
Passed N.Y. State Bar...
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA, Strategy / Finance
Seton Hall University School of Law 2007 — 2010
J.D.
Loyola College in Maryland 2003 — 2007
BA, Economics & Political Science
Keystone Actuarial Consulting, LLC January 2013 - Present
MetLife Financial Services January 2008 - July 2012
MassMutual Financial Group January 2001 - January 2008
The Hartford 1989 - 2000
Monarch Life Insurance Company 1982 - 1988
Skills
Actuarial Science, Acquisitions, Due Diligence, Financial Reporting, Financial Modeling, Financial Analysis, Strategic Financial..., US GAAP, IFRS, Equity Valuation, Risk Management, Enterprise Risk..., Mergers & Acquisitions, Valuation, Financial Risk
Education
Lebanon Valley College 1978 — 1982
Bachelor of Science, Actuarial Science
Lebanon High School 1974 — 1978
MassMutual Financial Group March 2010 - Present
Thrivent Financial for Lutherans June 2008 - March 2010
Skills
Insurance, Health Insurance, Disability Insurance, Long Term Care Insurance
Education
Lakeland College
Marketing
MassMutual Financial Group January 2013 - Present
The Hartford September 2002 - December 2012
The Hartford August 2002 - September 2004
Community Systems, Inc October 1997 - August 2002
Skills
Pensions, Relationship Management, 403 b, 529 Plans, Management, Coaching, Customer Service, Call Centers, Process Improvement, Financial Services, Outlook
Education
Manchester Community College
Small Business Management and Entrepreneurship
Northwestern Connecticut Community College
Business Management, Marketing, Economics
MassMutual Financial Group June 2014 - Present
MassMutual October 2002 - May 2014
MassMutual Financial Group February 2011 - August 2012
MassMutual Financial Group October 1993 - January 2001
Skills
Certified Scrum Master..., SDLC, PMP, Project Portfolio..., Business Analysis, Requirements Analysis, Quality Center, Requirements Gathering, Resource Management, Business Requirements, PMO, Scrum, Agile Project Management, Software Project..., Systems Analysis, Project Delivery, Project Management, HP Quality Center
Education
Boston University - Corporate Education Center 2003 — 2009
PM Certificate, Project Management
Morse School of Business 1986 — 1986
Programming Certificate
Manchester Community College
WellPoint June 2010 - Present
Unicare July 1997 - June 2010
MassMutual Financial Group December 1993 - July 1997
Skills
Health Insurance, Managed Care, Insurance, Provider Relations, Claim, Process Improvement, Training, Employee Benefits, Business Analysis, Medicare, Medicaid, Call Centers, HIPAA, Claims Management, Healthcare Industry, Disability Insurance, Network Development, Health Policy, Medicare Part D, Brokers
Education
Friends Bible College 1977 — 1978
Music Performance, General
Malone College 1976 — 1977
Music Performance, General
MassMutual Financial Group December 2012 - Present
Farmers Insurance July 2011 - July 2012
Education
Lynchburg College 2006 — 2011
BA, Business Management
J.P. Morgan Asset Management March 2015 - Present
JP Morgan Chase Bank, N.A. 2011 - March 2015
Northern Trust 2010 - 2011
JP Morgan Chase Bank, N.A. 2009 - 2010
JP Morgan Chase Bank, N.A. 2007 - 2009
MassMutual Financial Group 2006 - 2007
Education
Lewis University 2005 — 2007
Master of Business Administration, Finance
Notre Dame de Namur University 2001 — 2005
B.S., International Business
Maine South
Global Help Desk Services, Inc. December 2013 - Present
MassMutual Financial Group March 2012 - December 2013
Best Buy July 2008 - March 2012
Dunkin Donuts June 2006 - January 2007
OfficeMax September 2004 - March 2006
Skills
Windows 7, Customer Service, Microsoft Office, Customer Satisfaction, Time Management, Teamwork, Computer Hardware, Computer Repair, People Skills, Technical Support, Networking, Troubleshooting, Windows XP, Outlook, Windows Vista, PowerPoint, Active Directory, Wireless Networking, Remote Desktop, Help Desk Support, Laptops, Printers, System Administration, Windows XP Pro, Software Installation, Group Policy, Citrix, Microsoft Exchange, Hardware, VPN, DHCP, VMware, SCCM, Remote Access, Desktop Computers, DNS, Routers, VMware Workstation, Customer Support, Blackberry, Hardware Support, Service Desk, Workstations, Windows Server, Operating Systems, Servers, Office 2010, LAN-WAN, TCP/IP, Information Technology
Education
Manchester Community College 2007 — 2009
Associate's Degree, Computer Networking
starters riverport January 2012 - Present
Affinity Property Management and Realty, LLC January 2011 - August 2011
MassMutual Financial Group January 2011 - June 2011
Education
Kutztown University of Pennsylvania 2012 — 2014
Accounting and Finance
Lehigh Carbon Community College 2009 — 2012
Business Administration and Management, General
Allstate Insurance July 1996 - Present
Met LIfe January 1990 - July 1996
MassMutual Financial Group January 1985 - January 1990
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Estate Planning, Health Insurance, Term Life Insurance, Series 6, Long Term Care Insurance, Whole Life, Universal Life, IRAs, Retirement, Insurance, Long-term Care
Education
Lamar University 1966 — 1971
Bachelor of Science (BS), Business Administration and Management, General
Lamar University 1966 — 1971
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
MassMutual Financial Group 2014 - Present
Skills
PowerPoint, Microsoft Excel, Time Management, Customer Service, Microsoft Office
Education
Loyola University of Chicago 2011 — 2015
Omnicare Pharmacy Centralized Billing April 2011 - Present
The Hartford/AARP January 2009 - April 2011
MassMutual Financial Group March 1992 - January 1996
Skills
Pharmaceutical Industry, Managed Care, Outlook, Healthcare, Administrative..., Process Improvement, Clinical Trials, Data Entry, Customer Service, Microsoft Excel, Software Documentation, Oncology
Education
Lehigh Carbon Community College 1986 — 1988
Associate's degree, Business Administration and Management, General
Emmaus High School 1984 — 1986
Lincoln Financial Group July 2015 - Present
MassMutual Financial Group July 2014 - Present
CMFG Life Insurance Company December 1980 - May 2014
Education
Luther College 1979 — 1980