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
United Planners Financial Services May 2012 - Present
Eide Bailly LLP May 2005 - March 2012
MassMutual Financial Group October 2002 - May 2005
Prudential Financial October 1999 - August 2002
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Retirement, Estate Planning, Financial Advisory, Mutual Funds, Financial Services, Asset Management, Securities, Insurance, Life Insurance, IRAs, Disability Insurance, Pensions, Strategy
Education
Oklahoma City University
Business Administration
Newell Rubbermaid December 2013 - Present
MassMutual Financial Group August 2012 - Present
Unilever Inc.- Schawk November 2010 - Present
Hasbro Inc. 2001 - 2010
Rare Medium January 1999 - March 2001
Skills
Art Direction, Marketing Management, Concept Development, Packaging, Consumer Products, Creative Direction, Brand Development, Creative Strategy, Ideation, Graphic Design, Client Management, Sales Presentations, Corporate Communications, Idea Generation, Product Development, Cross-functional Team..., Illustration, Strategy, Product Design, Product Innovation, Design Management, Graphics, Logo Design, Brand Management, Concept Design, Integrated Marketing, Customer Insight
Education
MBA-Isenberg School of Management, Univ. of Massachusetts 2006 — 2008
MBA, Marketing
Parsons School of Design 1986 — 1990
Bachelor of Fine Art, Communication Design/Fashion
Syracuse University
Undergraduate, Communications
Williston Northampton School
High School Diploma
FCA Group LLC August 2014 - Present
FCA Group LLC September 2013 - August 2014
Palace Sports & Entertainment August 2013 - April 2014
Chrysler Group LLC April 2013 - September 2013
MassMutual Financial Group September 2012 - April 2013
The Wyndgate June 2009 - April 2013
Skills
Human Resources, Employee Relations, Labor Relations, New Hire Orientations, Employee Training, Customer Service, Professional..., Customer Satisfaction, File Management, Databases, Organization, Determination, Training, Employment, People Development, SOX Compliancy, Recruiting, Time Management, Interviews, College Recruiting, Onboarding, Talent Management, Attendance Management, Microsoft Word, Social Networking, Leadership
Education
Oakland University 2014 — 2016
Master's Degree, Workforce Development and Training
Oakland University 2009 — 2013
Bachelor's degree, Human Resource Development, 3.8
Lake Orion High School 2005 — 2009
High School Diploma, General Studies, 3.8
Perfect Car Corporation May 2012 - Present
JPMorgan Chase September 2009 - October 2011
MassMutual Financial Group January 2007 - April 2009
Prudential Financial July 1999 - December 2004
Prudential Financial February 1998 - June 1999
Prudential Securities March 1997 - February 1998
Halpert and Company June 1995 - February 1997
Lew Lieberbaum September 1992 - June 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, HTML, Insurance
Education
Oneonta State University 1990 — 1991
Bachelor of Science, Communications
Ohio University 1988 — 1990
Bachelor of Science (B.S.), Communications
MassMutual Financial Group September 2014 - Present
Tiffany & Co. October 2012 - October 2014
Tiffany & Company February 2012 - September 2012
Skills
Customer Service, Retirement Planning, Life Insurance, Leadership, Financial Planning, Financial Services, Financial Analysis, Estate Planning, New Business Development, Financial Markets, Accounting, Buy-sell Agreements, Investments, Insurance, Fixed Annuities, Sales, Microsoft Office, Management, Mutual Funds, Finance
Education
Penn State University 2005 — 2009
Bachelor's Degree, Finance
Delaware Valley High School
Delaware Valley High School
Delaware Valley High School
Consortium Financial Group July 2015 - Present
Colonial Life October 2014 - Present
Guardian Life April 2015 - July 2015
Crotty and Associates October 2014 - February 2015
MassMutual Financial Group June 2014 - September 2014
Bankers Life and Casualty Company February 2014 - May 2014
Grange Insurance 2014 - 2014
JP Morgan Chase 2007 - 2013
AVI Foodsystems July 2002 - August 2008
Alliance Data Systems August 2004 - November 2004
Skills
Disability Insurance, Employee Benefits, Term Life Insurance, Insurance, Customer Service, Fixed Annuities, Life Insurance, Long-term Care, Sales, Health Insurance, Long Term Care Insurance, Critical Illness, Fixed Annuties, Property & Casualty..., Accident insurance, ID theft protection
Education
Ohio University 2004 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.0
Watkins Memorial High School 2000 — 2004
Watkins Memorial High School 2000 — 2004
MassMutual Financial Group July 2014 - Present
Principal Financial Group August 2009 - June 2014
Fidelity Investments November 2006 - March 2009
Paychex January 1994 - November 2006
Skills
Pensions, 401k, Defined Benefit, Retirement, Retirement Planning, Series 7, Employee Benefits, Profit Sharing, Series 63, Mutual Funds, Retirement Plan..., Fixed Annuities, Series 6, Asset Allocation, Defined Contribution, Benefits Administration
Education
Ohio University 1986 — 1990
Bachelor of Science, Hearing & Speech Sciences, Business
Registered Representative with MassMutual Oklahoma Registered RepresentativeMassMutual Financial GroupAugust 1974 - Present
MassMutual Financial Group August 2000 - August 2003
American Fidelity Assurance Company June 1988 - August 1998
Skills
Strategic Planning, Customer Service, Sales, Retirement Planning, Investments, Teaching, Public Speaking, Insurance, Marketing, Financial Planning, Leadership, Small Business, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Photoshop, Budgets
Education
Oklahoma State University
Bachelor's degree, Radio/TV Broadcasting, Sales & Management
The American College
Chartered Financial Consultant, Certified Family Business Specialist, Chartered Life Underwriter, Finance and Financial Management Services
J. P. Turner & Company April 2005 - Present
LCORE April 1993 - Present
MassMutual Financial Group April 2004 - April 2006
Skills
CLU, CLTC, CDFA, Financial Planning, Series 7, Estate Planning, Mutual Funds, Investments, Securities, Asset Management, Portfolio Management, Funding, Insurance, Investment Banking, Retirement Planning, Wealth Management, Strategic Planning, Annuities, Asset Allocation, Long Term Care, Financial Analysis, Private Equity, Bonds, Equities, Asset, Alternative Investments, Stocks, Small Business, Business Strategy, Management Consulting, Budgeting
Education
Oglethorpe University 2002 — 2004
CFP, Financial Planning
Georgia Institute of Technology - Georgia Tech College of Management 1985 — 1990
Bachelor of Science, Finance & Management
Holdeman & Associates Financial Solutions December 2013 - Present
MassMutual Financial Group May 2011 - Present
Colonial Life October 2010 - May 2011
Centennial Contractors May 2004 - September 2010
Skills
Retirement Planning, Retirement Income..., Estate Planning, Investments, Protection, Insurance, Long-term Care, Disability Insurance, Retirement, Employee Benefits, Life Insurance, Group Benefits, Wealth Management, Pensions, Term Life Insurance, Securities, Financial Services, Long Term Care, Whole Life, Annuities, Insurance Planning, 401k, Long Term Care Insurance, Financial Advisory, Health Insurance
Education
Oklahoma State University 2005 — 2008
MBA, Business Administration
Oklahoma State University 2000 — 2004
BSEE, Electrical Engineering
Office of Management and Enterprise Services July 2015 - Present
Atkins and Markoff October 2014 - Present
MassMutual Financial Group July 2014 - October 2014
Carter Healthcare & Hospice October 2013 - May 2014
Oklahoma State University January 2013 - January 2014
Grand Campus Living March 2013 - October 2013
Oklahoma State University August 2010 - June 2013
Oklahoma State University Foundation May 2011 - August 2011
Skills
Microsoft Office, Event Planning, Human Resources, Microsoft Word, Microsoft Excel, International Relations, Communication, Contract Negotiation, Professional Ethics, Legal Writing, Spanish, Public Speaking, Customer Service
Education
Oklahoma Christian University 2014 — 2015
Master of Business Administration (MBA), Finance, General, 4.0
Oklahoma State University 2010 — 2013
Bachelor of Arts (B.A.), Spanish Language and Literature; Philosophy
Yukon High School 2006 — 2010
MassMutual Financial Group 2000 - Present
Mass Financial Group 2000 - 2014
Education
Oklahoma State University 1966 — 1971
BS, Psychology
MassMutual Financial Group May 2014 - Present
MassMutual Financial Group January 2014 - April 2014
MassMutual Financial Group December 2012 - December 2013
Big Y World Class Market November 2006 - December 2012
Detention Watch Network January 2012 - May 2012
New York Immigration Coalition September 2011 - December 2011
Abraham LIncoln Brigade Archives September 2011 - December 2011
Las Madres de la Plaza Mayo-Linea Fundadora February 2011 - July 2011
Park IP Translations September 2010 - December 2010
Consulate General of the Bolivarian Republic of Venezuela September 2010 - December 2010
Skills
Spanish, Community Outreach, Public Speaking, Customer Service, International Relations, Event Planning, Team Leadership, Strategic Planning, Fixed Annuities, Variable Annuities, International Human..., Retirement Planning, Project Management, Peace and Justice..., Social Media Outreach, Microsoft Excel, Research, Writing, Latin American..., Post-conflict..., Transitional Justice, Translation, Grassroots Organizing, Conflict Resolution, Program Management, PowerPoint, Non-profits, Language Teaching, Latin American Art, latin american politics, Immigration Issues, Immigration Policy, Nonviolence, Humanitarian Assistance, Aid Effectiveness, International Law, International..., International Aid
Education
Pace University 2008 — 2012
Bacehlor of Arts, Spanish; Latin American Studies
Lowe's Companies, Inc. February 2015 - Present
Sears Home Improvement Products November 2012 - Present
Arizona's 1st Choice Roofing March 2011 - Present
Pyrotechnics Guild International August 2010 - August 2012
Pyrotechnics Guild International August 2003 - August 2012
The Auto Club Group August 2008 - March 2011
The Auto Club Group May 2008 - July 2010
MassMutual Financial Group September 2006 - January 2008
Fleetnet America April 2005 - August 2006
TMD Friction, Inc January 1993 - January 2005
Skills
Insurance, Sales Management, Customer Service, Customer Relations, Team Building, Negotiation, Budgeting, Problem Solving, Word, New Business Development, Term Life Insurance, Long Term Care, Excel, Health Insurance, Property & Casualty..., Casualty, Home, Customer Satisfaction, Outlook, Inventory Management, Microsoft Office, Team Leadership, Public Speaking, Interviewing, Microsoft Excel, Microsoft Word, Pyrotechnics, Training, Sales, Management, Budgets, Purchasing, Event Planning, Customer Retention, Coaching, Account Management, Strategic Planning, Small Business, Process Improvement, Leadership, Time Management, Event Management, Retail, Sales Operations, Marketing Strategy, Operations Management, Process Scheduler, Leadership Development, Advertising, Contract Negotiation
Education
Northwood University 1988 — 1996
Business Admin and Marketing
Vi Inc. April 2012 - Present
Vi Inc. April 2012 - Present
MassMutual Financial Group December 2009 - August 2011
Escaffi Financial Services April 2009 - August 2011
MassMutual Financial Group April 2009 - February 2011
Best Buy September 2006 - March 2008
Skills
Spanish, PowerPoint, Presentations, Organizational..., Customer Satisfaction, Creativity, Training, Recruiting, Sales, Customer Service, Business Development, Leadership
Education
Northern Virginia Community College 2007 — 2009
R L Hulett August 2014 - Present
Penalty Box March 2012 - December 2014
Mike's Grill + Tap June 2013 - August 2014
Access Marketing Solutions September 2013 - July 2014
MassMutual Financial Group July 2010 - April 2012
JC Penney July 2008 - December 2010
Maritz Research January 2007 - June 2008
Skills
Sales, Market Research, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Recruiting, Outlook, Report Writing, Product Marketing, Marketing Strategy, Graphic Design, Management, Time Management, Marketing, Project Management, Retail, Social Networking, Leadership, Event Planning, Social Media, Team Building, Finance, Strategic Planning, Research, Training, Account Management, Financial Analysis, Analysis, Sales Management, Process Improvement, Data Analysis, Financial Services, Strategy
Education
Truman State University 2007 — 2010
BS, Business Administration
Northwest Missouri State University 2005 — 2007
Associate of Science (A.S.), Calculus/Physics; Pre-Engineering
Navico October 2014 - Present
ONEOK September 2012 - October 2014
Seminole Energy/Continuum Energy February 2010 - January 2012
eBryIT, Inc. June 2008 - January 2010
MassMutual Financial Group July 2007 - February 2008
Skills
Natural Gas, Gas, Management, Energy, Visio, Project Planning, Project Management, Sales, Microsoft Excel, Analysis, Financial Analysis, Microsoft Office, Process Improvement, Risk Management, Networking, Flow-Cal, Marine Electronics, Contract Negotiation
Education
Oklahoma State University 2002 — 2007
Bachelor of Business Administration, Finance, Risk Management
Oklahoma State University
Bachelor of Science (B.S.), Finance
Mortgage Master, Inc. 2014 - Present
BNY Mellon June 2013 - March 2014
Wells Fargo Home Mortgage December 2011 - May 2013
Wells Fargo October 2008 - December 2011
MassMutual Financial Group October 2007 - October 2008
Skills
Investments, Program Management, Entrepreneurship, Mortgage Lending, Finance, Real Estate, Leadership, Loans
Education
University of Virginia 2015 — 2016
Certified Financial Planning Program
Old Dominion University 2001 — 2005
B.S., Industrial Technology
CDW March 2013 - Present
MassMutual Financial Group February 2013 - March 2013
Travelzoo December 2012 - February 2013
Truman State University August 2010 - May 2012
Truman State University August 2010 - May 2011
Citigroup June 2008 - August 2008
Skills
Suggestive Selling, Negotiation, Event Planning, Social Media, Public Speaking, Press Releases, Nonprofits, Customer Service, Outlook, Marketing, Management, Project Management, Time Management, Leadership, Sales, PowerPoint, Microsoft Office, Microsoft Word, Advertising, Social Networking
Education
Northwest Missouri State University 2007 — 2012
BA, Marketing
North Chicago Community High School
High School Diploma
AIG July 2015 - Present
MassMutual Financial Group October 2013 - July 2015
MassMutual Financial Group April 2010 - October 2013
Ingenix Consulting May 2007 - April 2010
The Hartford January 2006 - May 2007
Skills
ALM, Valuation, Risk, Economic Capital, Enterprise Risk..., SAS/SQL, Actuarial Science, Analysis, Analytics, Asset Management, Econometrics, Financial Risk, Pricing, SAS, SAS programming, VBA, Insurance, Financial Modeling, Risk Management, Reinsurance
Education
University of Rochester 2001 — 2005
Ph.D., Mathematics
Peking University 1997 — 2001
B.S, Mathematics/Economics
Crop Production Services October 2013 - Present
Old Road Dinner Train March 2003 - Present
Home-based Creative Memories Business March 2010 - Present
Communities in Schools of Lenawee January 2013 - December 2013
RIima Manufacturing September 2012 - December 2012
Burnips Farm Equipment March 2012 - July 2012
Global Ethanol October 2005 - June 2010
Wilbur-Ellis Company March 2004 - August 2005
Crop Production Services January 1999 - July 2003
MassMutual Financial Group January 1996 - March 1998
Skills
Microsoft Office, Office Management, Accounting, Inventory Management, Accounts Payable, Accounts Receivable, Training & Development, IT Operations, Public Relations, Public Speaking, Reception, Customer Service, Employee Relation, Newsletters, Chemical Safety, Hazardous Materials, Hazardous Waste..., Permitting, Purchasing, Vendor Relations, Retail, Employee Relations
Education
Owens Community College 1996 — 1998
Agribusiness Management, Business, Accounting, Secondary Education, Soil/Plant Science, AgEconomics
Penta County Career Center 1994 — 1996
Clerical Specialist Certificiate, Business/Administrative/Marketing
JPMorgan Chase & Co. June 2015 - August 2015
Johnson & Johnson June 2014 - January 2015
MassMutual Financial Group June 2013 - August 2013
Jay Vending March 2008 - August 2012
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Finance, Sales, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Teamwork, Data Analysis, Analysis
Education
Penn State University 2011 — 2015
Bachelor's, Finance, 3.6
New Egypt High School 2007 — 2011
High School, 4.0
Fox Ford Lincoln January 2013 - Present
Ambit Energy September 2012 - March 2015
Carr's Honda September 2010 - September 2012
MassMutual Financial Group July 2009 - September 2010
Carr's Honda Center May 2000 - June 2009
Loeber Motors January 1998 - May 2000
Skills
Sales Management, New Business Development, Sales, Account Management, Sales Process, Customer Service, Negotiation, Team Building, Automotive, Customer Satisfaction, Sales Operations, Customer Retention, Forecasting, Strategic Planning, Marketing, Marketing Strategy, Cold Calling, Business Planning, Direct Sales, Team Leadership, Leadership, Recruiting, CRM, Budgets
Education
Northwestern College
Business Administration
Wilbur Wright College
ivivva / Lululemon May 2015 - Present
Explore Consulting November 2012 - May 2015
Abercrombie & Fitch May 2008 - November 2012
Abercrombie & Fitch January 2007 - May 2008
Abercrombie & Fitch March 2004 - January 2007
MassMutual Financial Group June 2003 - March 2004
Skills
Recruiting, College Recruiting, Human Resources, Succession Planning, Talent Acquisition, District Management, Training, Leadership Development, Talent Management, NetSuite, SaaS, Cloud Computing, Enterprise Software, Technical Recruiting, Amazon Web Services..., Technology, Technology Integration, Software Consulting, IT Service Management, E-commerce Consulting, ERP/CRM, Professional Services, E-commerce, Mobile Technology, GSA Contracting, Strategic Planning, Strategic Partnerships, Professional Recruiting, IT Outsourcing, Internet Services, Social Media Marketing, Solution Selling, Driving Results, Marketing, Hiring, Salesforce.com, Sales Process
Education
Oregon State University 2000 — 2003
Bachelor's degree, Business Administration and Management, General
University of San Diego 1999 — 2000
Political Science and Government
MassMutual Financial Group September 2014 - Present
Northwestern Mutual June 2000 - August 2014
National Life Group January 1987 - December 1999
Jefferson-Pilot Life August 1982 - December 1986
Skills
Retirement, Mutual Funds, 401k, Retirement Planning, Asset Allocation, Life Insurance, Disability Insurance, Investments, Long Term Care Insurance, Variable Annuities, Fixed Annuities, IRAs, Portfolio Management, Insurance, Immediate Annuities
Education
University of Michigan 1966 — 1967
Master of Arts (MA), Mathematics
Oberlin College 1962 — 1966
BA, Mathematics
MassMutual Financial Group June 2008 - Present
iGATE Mastech October 2006 - June 2008
Colgate Palmolive June 2006 - October 2006
SITA CORP December 2004 - June 2006
IBM March 2003 - December 2004
Haldia Petrochemicals LTD. August 2000 - March 2003
Skills
SAP BI, SAP BW, ABAP, SAP Netweaver, SAP R/3, SAP ERP, Business Objects, SAP, ECC, SAP Implementation, Business Intelligence, Data Warehousing, Data Modeling, ERP, Master Data Management, Solution Architecture, ETL, SAP SRM, Pre-sales, Data Migration, Business Process, SDLC, Integration, PMP, Requirements Analysis, Software Project..., Enterprise Architecture, IT Strategy, SAP SD, Testing, Business Analysis, Requirements Gathering, SOA, Dashboard, SAP XI, SAP BPC, SAP CRM, WebDynpro, Data Warehouse..., Performance Tuning, SAPScript, IDOC, Web Intelligence, Business Requirements, Oracle, Crystal Reports, Data Integration, Business Intelligence...
Education
Osmania University 1997 — 2000
Masters in Computer Applications, Computer Applications
Verizon Wireless November 2012 - Present
Verizon Wireless May 2001 - Present
Verizon Wireless February 2009 - November 2012
Verizon Wireless November 2007 - February 2009
Verizon Wireless August 2006 - November 2007
Verizon Wireless September 2005 - August 2006
Verizon Wireless May 2001 - September 2005
MassMutual Financial Group March 2000 - May 2001
Atrion Communications Resources July 1998 - March 2000
Microwarehouse Inc. June 1994 - July 1998
Skills
Wireless, Customer Retention, Telecommunications, Customer Experience, Direct Sales, Call Center, Customer Satisfaction, Solution Selling, Account Management, Sales Management, Sales Operations, Marketing, Visual Merchandising, Multicultural, Advertising, Management, Team Building, Customer Service, Leadership, Retail, New Business Development, Training, Mobile Devices, Call Centers, Negotiation, Team Leadership, Coaching, Vendor Management, Strategy, Sales, Program Management, Marketing Communications, Project Management
Education
Strayer University-Pennsylvania 2013 — 2016
Master of Business Administration (MBA), Marketing
Rowan University 1992 — 1994
BA, Political Science
Ocean County College 1989 — 1992
AS, Criminal Justice
JPMorgan Chase March 2014 - Present
JPMorgan Chase June 2012 - March 2014
JPMorgan Chase September 2010 - June 2012
MassMutual Financial Group March 2009 - September 2010
National Security Agency- ALRP September 2007 - December 2008
Infosys Technologies Ltd June 2006 - August 2007
Education
University of Maryland Eastern Shore 2007 — 2008
Masters, Applied Computer Science
Osmania University 2002 — 2006
B.E, Mechanical Engineering
State Farm Agent November 2008 - Present
Tinker Realty & Insurance April 1996 - November 2008
MassMutual Financial Group March 1993 - April 1998
Skills
Health Insurance, Microsoft Excel, Insurance, Commercial Insurance, Whole Life, Umbrella Insurance, Life Insurance, Disability Insurance, Property & Casualty..., Long-term Care, Term Life Insurance, Homeowners, Employee Benefits, Universal Life, Fixed Annuities, Sales
Education
Oakwood College 1990 — 1993
A.D. BANKER
Property & Casualty Producer License, Insurance
Metal Specialty Co. August 2010 - Present
MassMutual Financial Group May 2009 - August 2010
Jim Norton Toyota August 2007 - March 2009
Jim Norton Auto Group 2007 - 2009
Jim Norton Auto Group 2007 - 2009
Metal Specialty Co. August 1997 - May 2007
Skills
Sales
Education
Oklahoma State University 1992 — 1997
JHS 1988 — 1992
High School
AIG June 2014 - Present
MassMutual Financial Group February 2011 - June 2014
Diamond Management & Technology Consultants 2010 - March 2011
CIGNA October 2001 - December 2009
PwC Consulting 1998 - 2001
Cap Gemini Ernst & Young 1997 - 1998
Skills
Strategy, Management, Leadership, Governance, Business Strategy, Software Development, IT Operations, Service Delivery, Information Technology, Infrastructure, Service Management, IT Strategy, SDLC, Enterprise Architecture, Vendor Management, Healthcare, Business Analysis, Business Process..., Program Management, Process Improvement
Education
Ohio University 1981 — 1985
MassMutual Financial Group January 2013 - Present
The Hartford October 2002 - December 2012
Skills
Customer Service, Time Management, Team Leadership, Call Center, Workflow Analysis, Mentoring, Customer Satisfaction, Coaching, Leadership, Process Improvement, Financial Services, 401k, Analysis, Retirement, Mutual Funds, Defined Contribution, Retirement Planning, Team Building, Investments, Customer Experience, FINRA
Education
Northwestern Connecticut Community College 1996 — 1998
Nelson Staffing 2005 - Present
Volunteer / Community work January 1986 - Present
ProNet 2012 - Present
Community Resources for Independant Living 2005 - 2015
Contract Positions 2002 - 2015
MassMutual Financial Group 2014 - 2014
SpringSoft 2012 - 2012
City of Oakland Fire Department August 2002 - March 2003
Newark Unified School District 1979 - 2003
Logicon TASC January 2000 - January 2001
Skills
Detailed paperwork, Customer Service, Inventory Management, Scheduling, Training, Professional..., Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Ourlook, PowerPoint, Telephone Skills, Customer Satisfaction, Fax, Event Management, Medical Records, Time Management, Word, Accounts Payable, WordPerfect, Payroll, Charts
Education
Mission Valley Regional Occupational Program 2003 — 2004
Certificate, Administrative Assistant, Medical
Ohlone College 1981 — 1985
AA, Computer Studies
MassMutual Financial Group October 2013 - Present
Edward Jones February 2013 - October 2013
Edward Jones February 2011 - February 2012
Starbucks March 2006 - February 2011
Education
Pace University 2011 — 2014
Bachelor's Degree, Professional Technology with a concentration in computer forensics
CareFusion December 2014 - Present
LPL Financial September 2014 - December 2014
Kyocera North America October 2012 - July 2014
Gojane.com January 2011 - October 2011
Gojane.com August 2010 - January 2011
Yreka Investment Partners, LLC October 2009 - January 2010
MassMutual San Francisco October 2008 - March 2009
SAIC April 2008 - October 2008
Borders October 2007 - April 2008
MassMutual Financial Group October 2005 - May 2007
Skills
Analysis, Data Analysis, Process Improvement, Business Analysis, Database Admin, Data Management, Software Documentation, Database Administration, Analytics, Data Entry, Integration, Cross-functional Team..., Program Management
Education
Pacific Lutheran University 2000 — 2005
Bachelor, Business Administration
MassMutual Financial Group November 2011 - Present
Northwestern Mutual Financial Network May 1989 - November 2011
Education
Penn State University 1975 — 1978
BS, Management
Technicolor October 2011 - Present
MTU Detroit Diesel June 2008 - October 2009
MassMutual Financial Group April 2008 - June 2008
Skills
Forecasting, Computer Skills:..., Microsoft Office, Microsoft Excel, Analysis, Process Improvement, Financial Analysis, Budget
Education
Walsh College 2006 — 2008
Bachelor Degree, Business Administration; Finance
Oakland Community College
Associate Degree, Business Administration
MassMutual Financial Group July 2006 - Present
The Hartford 2004 - 2006
KeySpan 2004 - 2005
CadenceQuest, Inc. 2002 - 2004
Nortel Networks 2000 - 2002
Datacap Business Solutions, UK, London 1999 - 2000
DCM Data Systems 1997 - 1999
Skills
SAP BW, Informatica, Unix Shell Scripting, Oracle SQL, Oracle Database, Maestro, Autosys, SAP BIA, Rapid SQL, Oracle Developer 2000, ABAP, SAP Netweaver, Teradata, SAP, Oracle, SQL, Teradata DBA, Teradata viewpoint, Teradata Data Labs, Teradata PDCR, Teradata OLAP connector, Business Intelligence, Data Modeling, Data Warehousing, PL/SQL, SAP BI, SDLC, ETL, Requirements Analysis, Business Analysis
Education
Osmania University 1993 — 1996
Masters, Computer Applications
Osmania University 1989 — 1992
Bachelor Degree, Maths, Statistics and Physics
MassMutual Financial Group September 2014 - Present
Northwestern Mutual 2007 - August 2014
Link Technologies, Las Vegas August 2006 - July 2007
Robert Half Technology January 2005 - January 2006
Skills
Management, Strategic Financial..., Finance, Analysis, Small Business, Human Resources, Fundraising, Fixed Annuities, Life Insurance, Networking, Project Planning, Disability Insurance, Portfolio Management, Financial Services, Time Management, Estate Planning, IRAs, Financial Planning, Customer Service, Retirement, Recruiting, Retirement Planning, Financial Advisory, Insurance, Securities, Series 63, Long-term Care, Financial Analysis, Budgets, Employee Benefits, Health Insurance, Mutual Funds, Mortgage Lending, Investments, Marketing, Social Media, Education Funding, Series 7, Long Term Care Insurance, Wealth Accumulation
Education
Oklahoma State University 2001 — 2005
MS, Health Promotion
Northwestern University 1997 — 2001
BS, Communications
Father Ryan High School 1993 — 1997
Easthampton Savings Bank December 2010 - Present
United Bank June 2009 - January 2011
MassMutual Financial Group June 2008 - June 2009
JPMorgan Chase September 1992 - June 2007
Skills
Finance, Investment Banking, FX Options, Banking, Analysis, Financial Analysis, Risk Management, Commercial Banking, Management, Commercial Lending, Credit, Capital Markets, Financial Services, Financial Modeling, Financial Management...
Education
New England School of Financial Studies 2010 — 2011
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance and International Business
Pace University - Lubin School of Business 1988 — 1992
BBA, Accounting
Fontbonne Hall Academy
St. patrick school
MassMutual Financial Group December 2013 - Present
Paragon Financial Group September 2008 - December 2013
MassMutual 2008 - August 2013
WestPoint Financial Group May 1989 - September 2008
Skills
Strategic Financial..., Investment Advisory..., OH, Insurance, Securities, Retirement, Strategy, Finance, Financial Services, Fixed Annuities, Life Insurance, Sales, Training, Investments, Sales Management, Mutual Funds, Disability Insurance, Financial Planning, Retirement Planning
Education
Olivet Nazarene University 1985 — 1989
Bachelor of Arts (B.A.)
Thomas Carr Howe High School 1981 — 1985
Nationwide Insurance Licensed Sales ProducerAllstateMarch 2012 - August 2012
Stephens Financial Partners/MassMutual Financial Group September 2005 - November 2010
MassMutual Financial Group September 2006 - September 2010
MassMutual Financial Group 2006 - 2010
Jewish Family Service of Tidewater August 2003 - August 2004
Sloppy Dogs Restaurant July 1997 - August 2003
Jewish Family Service 1997 - 2003
Norfolk Psychiatric Center October 1989 - February 1993
CHKD October 1982 - October 1983
Skills
Life Insurance, Retirement, Securities, Retirement Planning, Estate Planning, Fixed Annuities, Insurance, Disability Insurance, Long-term Care, Whole Life, Term Life Insurance, Mutual Funds, 401k, Series 63, Long Term Care Insurance
Education
Old Dominion University 1974 — 1976
Business
Transamerica Retirement Solutions August 2015 - Present
MassMutual Financial Group January 2013 - August 2015
John Hancock Life Insurance Company (U.S.A.) October 2009 - March 2012
Crown Capital Financial Planning Firm May 2009 - October 2009
Greater Novi Chamber of Commerce April 2008 - April 2009
Skills
Series 63, Retirement Planning, Retirement, Series 7, Series 6, Financial Services, Mutual Funds, Defined Benefit, 401k, Asset Allocation, Fixed Annuities, Financial Advisory, Sales
Education
Oakland University 2005 — 2009
Bachelor, Marketing
Novi High School 2001 — 2005
Affinity Agency Group, LLC June 2007 - Present
Michael Welday, CPA November 2000 - Present
MassMutual Financial Group February 2003 - June 2007
Skills
Accounting, Tax, Insurance, Financial Reporting, Investments, Finance
Education
Pace University
Bachelor's Degree, Public Accounting
MassMutual Financial Group January 2014 - Present
Morgan Stanley Wealth Management December 2012 - December 2013
GoDaddy December 2011 - December 2012
Skills
Team Building, Customer Service, Process Improvement, Teamwork, Microsoft Office, Call Centers, Interviews, Quality Assurance, Human Resources, Coaching, Staff Development, Training
Education
Paradise Valley Community College
Scottsdale Community College
Culinary Arts, Culinary Arts/Chef Training
MassMutual Financial Group March 2015 - Present
MassMutual Financial Group November 2013 - Present
Travelers July 2012 - July 2013
Travelers October 2010 - July 2012
Gartner June 2007 - January 2010
Gartner May 2004 - June 2007
MCI October 1989 - May 2004
Skills
Call Center, Vendor Management, Process Improvement, Customer Experience, Analytics, Customer Service, Business Analysis, Change Management, Customer Retention, Customer Satisfaction, People Development, Team Building, Employee Engagement, Leadership, Cross-functional Team..., Data Analysis, IT Strategy, Business Intelligence, Operations Management, Management, Training, Analysis, CRM, Telecommunications, Insurance, Service Delivery, Outsourcing, Access, Strategy, Business Process..., Networking, Program Management, Team Leadership, Performance Management, Business Process, Business Development, Time Management, Call Centers
Education
Pace University
Bachelor of Business Administration (BBA)
Toledo Public Schools September 2013 - Present
St. John's Jesuit High School and Academy March 2010 - Present
Youth Advocate Programs, Inc. March 2012 - September 2013
MassMutual Financial Group August 2011 - September 2013
Western & Southern Financial Group July 2008 - August 2011
Chrysler July 1999 - July 2009
Skills
Coaching, Public Relations, Customer Service, Event Planning, Social Media, Leadership, Strategic Planning, Marketing, Public Speaking, Sales, Event Management, Facebook, Microsoft Office, PowerPoint, Team Building, Fundraising, Account Management, Community Outreach, Leadership Development, Management, Marketing Strategy, New Business Development, Nonprofits, Social Networking, Time Management, Training, Volunteer Management
Education
University of Toledo 1989 — 1992
Communication, General, 2.7
Owens Community College 2006 — 2008
International Business
Roberts S.Rogers High School 1986 — 1989
General Studies
Benefit Solutions Of America LLC 2014 - Present
MassMutual Financial Group 2012 - 2014
John Hancock Financial Network 2011 - 2012
Skills
Long Term Care Insurance, Retirement Planning, Portfolio Management, Disability Insurance, Financial Services, Insurance, Investments, Series 7, Series 63, Strategic Financial..., Fixed Annuities, Retirement, Life Insurance, Finance, Financial Planners, Series 6, Financial Advisory, Securities, Estate Planning, Financial Analysis, Mutual Funds, Equities, Wealth, 401k, Asset Allocation, Investment Advisory, Investment Strategies, Banking, IRAs, Wealth Management, Employee Benefits
Education
Nova Southeastern University
Bachelor of Science (B.S.), Finance
Travelers July 2012 - Present
Rockville High School March 2014 - Present
Travelers August 2011 - July 2012
Travelers Insurance August 2008 - December 2011
MetLife February 2004 - August 2008
CIGNA Healthcare February 2001 - February 2004
MassMutual Financial Group February 1998 - February 2001
Skills
Team Leadership, Organizational..., Staff Mentoring, Insurance, Business Analysis, Testing, Mentoring, Coaching, Budgets, COBOL, DB2, Java, Leadership, Management, Process Improvement, Program Management, Recruiting, SDLC, Strategic Planning
Education
Ohio University 2012 — 2014
Master's degree, Sports Coaching Education
State University of New York College at Fredonia 1993 — 1996
B.S, Computer Science
U.S. Army 1989 — 1993
E-4 Specialist, Radio Systems Analyst
Dunkirk Senior High School 1985 — 1988
High School Diploma, New York State Advanced Placement Courses
Edward Jones July 2013 - Present
J. Bryna Bramson February 2012 - Present
MassMutual Financial Group 2002 - 2012
Broadridge (formerly NewRiver) 1998 - 2001
Aetna Retirement Services 1992 - 1998
Putnam Investments 1990 - 1992
Skills
Mutual Funds, Employee Benefits, Retirement, Insurance, Investments, Fixed Annuities, Financial Services, Marketing Communications, Social Media Marketing, E-Marketing, Strategic Leadership, Resource Management, Disability Insurance, Long Term Care Insurance, Thought Leadership, Business Innovation, Turnaround Strategy, Start-up Leadership, Strategic Consulting, Sales & Marketing..., Building high..., Direct Mail, Corporate Communications, Strategy, Web Marketing, Marketing Strategy, Budgets, Business Development, Leadership, Newsletters, Cross-functional Team..., B2B, Management, Integrated Marketing, Online Marketing
Education
Kellogg Graduate School of Management 2008 — 2010
Sales & Marketing, Executive Scholarship Program
Penn State University
BA Liberal Arts, Journalism
Talus Partners, LLC 2010 - Present
Tryton Solutions, LLC November 2006 - May 2010
KeyTech Staffing div of Arrowpoint December 2002 - October 2006
Alternative Resources Corporation March 1999 - October 2002
MassMutual Financial Group 1990 - 2002
Hershey Business Products 1986 - 1990
RoyCorp Business Machines 1982 - 1986
Kirkwood Community College 1975 - 1977
Skills
Project Management, Program Management, Business Analysis, Business Development, Talent Acquisition, New Business Development, Management, Information Technology, Temporary Staffing, Insurance, Technical Recruiting, Vendor Management, Healthcare, SDLC, Process Improvement, Recruiting, Networking, Financial Services, Engineering, Temporary Placement, Staffing Services, Leadership, Strategy, Team Building, Human Resources, Investments, Training, Analysis, Contract Recruitment, Change Management, Start-ups, Account Management, Team Leadership, Customer Service, Management Consulting, Operations Management, Sales Management, Contract Negotiation, Business Strategy, Sales, Marketing, Finance, Entrepreneurship, IT Strategy
Education
Oregon State University
Master's Degree, Business
Pocahontas Iowa High School
University of Northern Iowa
Bachelor's Degree, Business Education
Creative Financial Concepts, Inc July 1987 - Present
MassMutual Financial Group July 1987 - Present
MML Investors Services, LLC October 1988 - Present
Creative Financial Solutions, Inc April 1996 - April 2000
Education
Norwich University
Wilsonville Toyota-Scion June 2012 - Present
Wilsonville Toyota-Scion December 2009 - June 2012
MassMutual Financial Group October 2007 - February 2010
bebe April 2006 - August 2007
First Investors 2007 - 2007
Skills
Sales, Marketing, Management, Negotiation, Small Business, Closing, Relationship Development, Sales Presentations, Finance, Customer Service, Budgets, Insurance, E-commerce, Customer Retention, Customer Satisfaction, Strategic Planning, Cold Calling, Lead Generation, Social Networking, Entrepreneurship, Contract Negotiation, Pricing, Strategy, Team Building, Automotive, B2B, Coaching, Leadership, New Business Development, Sales Management, Sales Process, Operations Management
Education
Oregon State University 2002 — 2006
BS, Management
University of South Florida - College of Business Administration 2004 — 2005
Bachelor of Science (BS), International Business
Fifth Third Bank August 2015 - Present
MassMutual Financial Group September 2011 - February 2014
UBS August 2000 - August 2002
Morgan Stanley June 1998 - August 2000
Skills
Financial Analysis, Series 7, Microsoft Excel, PowerPoint, Presentations, Project Management, Account Management, Interpersonal..., Leadership Development, Team Motivation, Community Outreach, Community Development, Volunteer Recruiting, Asset Management, Asset Allocation, Retirement Plan..., Cash Flow Management, Spreadsheets, Ad Hoc Reporting, Client Services, series 66, Leadership, Management
Education
Northwestern University 2006 — 2009
Pre-Clinical Psychology - Decision Making, Personal Decision-Making Skills
University of Illinois at Chicago 1992 — 1993
Masters of Urban Planning and Policy/Public Administration, Public Administration
University of Illinois at Chicago 1988 — 1991
Bachelor's degree, Double Major Political Science and Mass Communication
Niles West High School
PREISZ Financial 2010 - Present
LPL Financial 2009 - Present
Independent Agent 1996 - Present
Pacific Life 1991 - 1996
MassMutual Financial Group 1983 - 1991
Nationwide Insurance 1980 - 1983
Skills
Retirement Planning, Disability Insurance, Life Insurance, Financial Advisory, Insurance, Employee Benefits, Securities, Strategic Financial..., 401k, Equities, Mutual Funds, Health Insurance, Investments, Wealth Management, Finance, Strategic Planning
Education
University of Oregon
B.S., Business Administration
Oregon State University 1971 — 1972
Under Graduate Work
European Union Chamber of Commerce in China August 2014 - November 2014
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD July 2014 - August 2014
Zhejiang University June 2013 - December 2013
China Alliance of Campus International Societies (CACIS) December 2012 - December 2013
Harvard World Model United Nations October 2012 - March 2013
Savills July 2012 - August 2012
MassMutual Financial Group February 2012 - February 2012
Skills
Leadership, English, Research, Market Research, Mandarin, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Event Management, SPSS, Data Analysis, Teamwork, Negotiation, Project Planning, Academic Writing, Event Planning, Microsoft Word
Education
Northwestern University 2015 — 2016
Master’s Degree, Integrated Marketing Communications
Zhejiang University 2011 — 2015
Finance and Financial Management Services; German Study
The University of Manchester 2014 — 2014
International Exchange Program
The Chinese University of Hong Kong 2012 — 2012
Business Exchange Student, Asia-Pacific Institute of Business
Hangzhou Foreign Language School 2005 — 2011
American Expedition Vehicles May 2013 - Present
Global Recruiters Network October 2012 - May 2013
MassMutual Financial Group April 2012 - April 2013
Paychex Insurance Agency August 2011 - April 2012
McLaren Health Plan June 2008 - August 2011
Carmen Ainsworth High School November 2007 - March 2010
Skills
Marketing, Healthcare, Networking, Integrated Marketing, Sales, Public Speaking, Strategic Planning, Customer Service, Event Planning, Social Media, Management, Health Insurance, Insurance, Outlook, Budget, Marketing Strategy, New Business Development, Sales Management, Small Business, Account Management
Education
University Of Michigan 2006 — 2008
BBA, Marketing
Oakland Community College 2003 — 2005
ABA, Business Administration
MassMutual Financial Group 2009 - Present
MassMutual 2006 - 2009
MassMutual November 2000 - December 2006
TRUMPF-USA May 1998 - November 2000
American Automobile Association-AAA May 1996 - May 1998
Tighe & Bond, Inc. May 1994 - May 1996
Skills
Marketing Communications, Event Management, Newsletters, Event Planning, Internal Communications, Public Relations, Writing, Editing, Sales Recruitment, Recruiting, Project Management, Leadership, Training, Advertising, Financial Services, Insurance, Management, Marketing, Sales, Strategy, Employee Benefits, Strategic Planning
Education
Westfield State University 1992 — 1996
BA, Mass Communication, Concentration in Marketing Management/Public Relations
Northwestern University - Kellogg School of Management
GA (CEO) Marketing Program Workshop
Fusion of Ideas September 2015 - Present
LearningFuze Web Development Bootcamp August 2015 - Present
One America Financial Partners September 2013 - December 2014
MassMutual Financial Group January 2012 - August 2013
Joseph Kidushim Insurance Services January 2010 - February 2012
Skills
Web Development, javascript, jQuery, PHP, MySQL, Bootstrap, AJAX, Git, JSON, Apache, Leadership, AngularJS, Agile Methodologies, MongoDB, Node.js, HTML, CSS, Amazon Web Services..., Social Networking, Social Media Marketing, Social Media, Insurance, Finance, Marketing, Github, Web Design
Education
LearningFuze Web Development Bootcamp 2015 — 2015
Web Development
Orange Coast College 2014 — 2015
Computer Engineering
Orange Coast College 2010 — 2011
Computer Engineering
Barcelona 2010 — 2010
Study abroad
Sonoma State University 2008 — 2010
Electrical and Electronics Engineering
Corona Del Mar High School 2004 — 2008
Coldwell Banker Real Estate April 2015 - Present
Resilinc Corporation August 2014 - February 2015
Magna Electronics January 2013 - July 2014
Magna E Car March 2012 - January 2013
Chrysler LLC- Aerotek Contractor September 2003 - February 2010
Chrysler Group LLC -National TechTeam Contractor April 1999 - July 2002
MassMutual Financial Group April 1995 - April 1999
Skills
Troubleshooting, Lotus Notes, Visio, Software Documentation, Testing, Project Management, Windows, Program Management, Process Improvement, Active Directory, Automotive, SharePoint, MS Project, Business Analysis, Integration, Root Cause Analysis, Team Leadership, Software Installation, XP, Microsoft Office, Manufacturing, Engineering, Management, Analysis, Leadership, Cross-functional Team..., Supplier Quality, Electrical Engineering, Electrical Equipment, Supplier Sourcing, International Shipping, Facilities Management, Continuous Improvement, Six Sigma, Security, FMEA, Quality Management, Engineering Management, PPAP, SPC, Automotive Engineering, Components, Value Stream Mapping, Lean Manufacturing, Automation, Automotive Electronics, Manufacturing..., APQP, Kaizen, Machine Tools
Education
Oakland Community College 1995 — 1997
Computer Science
Churchill High School 1990 — 1994
Diploma, Required
ePlus inc. January 2015 - Present
AFCEA International July 2015 - Present
LC Technologies, Inc October 2011 - January 2015
Tappedin July 2011 - December 2011
Technisource January 2011 - May 2011
West Pension Solutions LLC June 2009 - January 2011
MassMutual Financial Group June 2009 - November 2009
MassMutual Financial Group June 2005 - June 2009
Skills
Strategic Partnerships, Recruiting, Sales, CRM, Strategy, Marketing Communications, Product Management, Leadership, Entrepreneurship, Online Advertising, Management, Consulting, Business Networking, Business Strategy, Advertising, Start-ups, Direct Marketing, Sales Management, Eye Tracking, Neuroscience, Competitive Analysis
Education
Northwood University 2005 — 2009
Bachelor, Business Administration/ Automotive Aftermarket Management/ Minor - International Business
Bishop O'Connell 2001 — 2005
MassMutual Financial Group August 2015 - Present
Kroger August 2014 - Present
Smithfield Packing May 2012 - August 2012
Carlos and Charlies 2010 - 2011
McDonald´s 2007 - 2010
Skills
Microsoft Office, Microsoft Excel, Leadership, Customer Service, Microsoft Word, Research, Public Speaking, Management, PowerPoint, Event Planning, Social Networking, Social Media
Education
Penn State University 2010 — 2015
Bachelor’s Degree, Management and Marketing
MassMutual Financial Group November 2003 - Present
Skills
Personal Financial..., Life Insurance, Disability Insurance, Long Term Care Insurance, Retirement Planning, Fixed Annuities, Retirement
Education
Ohio Wesleyan University 1999 — 2003
Bachelor of Arts (B.A.), Economics Management
Jumoke Academy Charter School August 2014 - Present
MassMutual Financial Group December 2010 - August 2013
The Hartford May 2011 - June 2012
The Hartford August 2010 - December 2010
The Hartford April 2008 - December 2010
Hartford Farmington Marriott December 2007 - April 2008
Days Inn (Wyndham International) August 2007 - December 2007
DoubleTree Hotel (Hilton) January 2006 - August 2007
Starbucks Coffee Company June 2005 - March 2006
Skills
Qualified Retirement..., Non-Qualified Deferred..., 457 Plans, Qualified Domestic..., OMNI, 403 b, Profit Sharing, Money Purchase, Customer Service, Phone Etiquette, Professional Phone..., Friendly Personality, Adaptable to Changes, Great communications..., Enthusiasm to learn, Resourceful..., Leadership, Leading Change, Energetic Leader, Public Speaking, Project Management
Education
Palm Beach Atlantic University 2001 — 2005
Bachelor of Arts
MassMutual Financial Group May 2015 - Present
Prudential Retirement June 2010 - April 2015
Prudential Retirement 2002 - June 2010
Towers Perrin 2001 - 2002
Education
The University of Connecticut 2010 — 2012
EMBA
Penn State University 1997 — 2001
Actuarial Science, Math, Business Logistics
Governor's school
Charles Schwab April 2015 - Present
TIAA-CREF January 2013 - March 2015
TIAA-CREF June 2006 - January 2013
MassMutual Financial Group September 2001 - June 2006
Skills
Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Retirement, Investment Strategies, Securities, Life Insurance, Strategic Financial..., Estate Planning, Series 6, Fixed Annuities, Financial Advisory, Series 24, High Net Worth..., Asset Allocation, Alternative Investments, Fixed Income, Asset Managment, Series 9, Series 10, Series 26, Series 65
Education
Pace University - Lubin School of Business 1982 — 1986
Accounting, Business
MassMutual Financial Group January 2014 - Present
The Lower East Side Family Union March 2013 - January 2014
John Carris Investments February 2009 - March 2013
St. Vincents services 1999 - 2008
Skills
Investment Banking, PowerPoint, Management, Corporate Finance, Bloomberg, Financial Modeling, Microsoft Office, Valuation, Microsoft Excel, Estate Planning, Retirement Planning, Financial Analysis, Investments, Leadership, Finance, Financial Planning, Life Insurance, Asset Management, Risk Management, Analysis, Sales, Strategy, Financial Services, Team Leadership, Team Building
Education
Pace University - Lubin School of Business 2009 — 2011
Master's Degree, Finance and Financial Management Services, 3.42
Seattle Corporate Search August 2015 - Present
YMCA October 2013 - January 2015
MassMutual Financial Group May 2014 - August 2014
Tupelo Grille and Fine Wines May 2011 - September 2013
NCAA August 2011 - May 2013
Big Mountain Golf Course June 2008 - September 2009
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Recruiting, Strategic Communications, Social Networking, Organizational..., Team Leadership, Nonprofits, Sports Marketing, Sports Coaching, Marketing, Social Media, Training, Leadership
Education
University of Montana 2013 — 2015
Bachelor of Arts (B.A.), Organizational Communication, General, 3.7 GPA
Pacific Lutheran University 2011 — 2013
Public Relations, Advertising, and Applied Communication, 3.6 GPA
MassMutual Financial Group April 2014 - Present
All In One March 2013 - March 2015
Run It Back Sports October 2008 - March 2013
Sonitrol Pacific July 2010 - March 2012
Wachovia Mortgage September 2005 - October 2008
Target December 1997 - February 2005
Skills
Youth Mentoring, Coaching, Customer Service, Account Management, Public Speaking, B2B, Social Networking, Public Relations, Strategic Planning, Security, Team Building, Sales, Time Management, Nonprofits, Event Planning, Social Media
Education
Oregon State University 1986 — 1990
BS, Liberal Studies
Aetna September 2011 - Present
MassMutual Financial Group April 2007 - September 2011
The Phoenix Companies 1991 - 2007
Human Performance Technologies, Inc. December 2000 - June 2002
Skills
Change Management, Lean Initiatives, Process Improvement, Six Sigma, Lean Six Sigma Training, Lean Six Sigma Project..., Lean Transformation, Lean Manufacturing, Operational Excellence, Quality Assurance, Business Process..., Business Process, Business Strategy, Training, Visio, Business Process Mapping, Leadership, Product Development, Continuous Improvement, Program Management, Vendor Management, Cross-functional Team..., Business Analysis, Process Engineering, Risk Management, Strategy, Financial Services, Business Requirements, Analysis, Management Consulting, Project Portfolio..., Insurance, SDLC, Performance Management, Business Transformation, Project Management, PMO, Software Documentation, Operations Management, Resource Management, Requirements Gathering, Black Belt, Management, Metrics, PMP, Organizational..., Data Analysis, Performance Improvement
Education
Villanova University 2010 — 2010
MBB, Lean Six Sigma
Penn State University 1984 — 1986
M.A., Comparative Literature
Trinity University-Washington 1980 — 1984
B.A., English and Spanish
Mary Kay Idependent Consultant June 2013 - Present
State Farm January 2013 - Present
Concentra August 2011 - January 2013
MassMutual Financial Group July 2007 - March 2008
State Farm August 1995 - July 2007
Skills
Phlebotomists, Insurance, Series 6, Life & Health Insurance..., Property & Casualty..., Commercial Insurance, Health Insurance, Disability Insurance, Umbrella Insurance, Casualty, Long-term Care, Whole Life, Workers Compensation, Life Insurance, Term Life Insurance
Education
Our Lady of Holy Cross College 1991 — 1994
PricewaterhouseCoopers September 2014 - Present
Pennsylvania State University August 2010 - May 2014
MassMutual Financial Group May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Actuarial Exams, Critical Thinking, Social Networking, Risk Management, Leadership
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Actuarial Science
MassMutual Financial Group November 2011 - Present
Nautilus Financial Services, LLC January 2010 - Present
New York Life Insurance Company March 2007 - December 2009
Red Door Marketing Group, LLC July 2005 - February 2007
The Gerard Alexander Consulting Group, Inc. February 2004 - June 2005
Water Equipment Services, Inc. November 2001 - January 2004
MTE, LLC October 1995 - October 2001
Education
University of South Florida 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Penn State University 1992 — 1996
Bachelor of Arts (B.A.), Economics
Ohio National Financial Services July 2014 - Present
Blue Shield of California July 2014 - Present
Guardian Life June 2014 - Present
MassMutual Financial Group June 2014 - Present
Transamerica Life Insurance Company 2014 - Present
Self Employed Insurance Industry May 2012 - Present
LegalShield February 2006 - Present
National Federation of Independent Business (NFIB) 2012 - 2012
California Workers' Compensation February 1990 - December 2005
life insurance June 1970 - April 1998
Skills
Small Business, New Business Development, Online Advertising, Advertising, Online Marketing, Social Media Marketing, Entrepreneurship, Marketing Strategy, Networking, Social Media, Past Dale Carnegie Grad..., Selling, Time Management, Insurance, Marketing, Property & Casualty..., Team Building, Retail, Customer Service, Leadership, Social Networking, Real Estate, Disability Insurance, Strategic Planning, Start-ups, Investment Properties, Coaching, Life Insurance, Training, Fixed Annuities, Sales, Direct Sales, Sales Management
Education
American College 1971 — 1973
Oakland University 1967 — 1969
Health-Ade Kombucha June 2015 - Present
Harmonic Artworks LLC November 2012 - Present
Eco-Logic Permaculture & Landscape Design March 2004 - Present
Eco-Logic Permaculture & Landscape Design March 2004 - Present
MassMutual Financial Group November 2011 - September 2012
Green Tree December 2010 - April 2011
Frank Desantis Photography 2008 - 2009
Designscape, Inc. April 2006 - September 2007
Teufel Nursery Inc January 2005 - April 2006
Chamber of Commerce 2000 - 2001
Skills
Sustainability, Leadership, Landscaping, Microsoft Word, Marketing, Editing, Training, Analysis, Microsoft Office, Microsoft Excel, Landscape Design, Public Speaking, Budgets, Small Business, Newsletters, Community Outreach, Public Relations, Research, Teaching, Project Management, Leadership Development, Grant Writing, Art, Project Planning, Workshop Facilitation, Creative Writing, PowerPoint, Program Development, Social Networking, Landscape Architecture, Permaculture, Event Planning, Nonprofits, Social Media, Strategic Planning, Writing, Customer Service, Fundraising, Management, Marketing Strategy, Photoshop, Graphic Design, Sales
Education
Pacific Northwest College of Art 2013 — 2015
MFA Applied Craft + Design, Ancient Egyptian Harmonic Energetic Science
University of Oregon 2001 — 2005
Landscape Architecture, ecological design
Cascadia Permaculture Institute 2004 — 2004
Permaculture Design Certification, ecology, landscape, grading, plant communities & guilds, water retention and utilization, community
Oregon State University 1992 — 1999
Liberal Studies, Writing, General
Personal Capital 2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated 2012 - 2013
MassMutual Financial Group 2011 - 2012
Wells Fargo Bank 2009 - 2011
Northwestern University 2008 - 2009
Northwestern University 2007 - 2009
BH Management Services, Inc. 2007 - 2007
Vector Marketing 2006 - 2006
Habitat for Humanity International 2006 - 2006
Skills
Financial Services, Insurance, Wealth Management, Retirement, Business Analysis, Fixed Annuities, Life Insurance, Sales, Estate Planning, Real Estate, Disability Insurance, Commercial Banking, 401k, Analysis, Asset Allocation, Asset Management, Banking, Finance, Financial Advisory, Fixed Income, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Leadership, Loans, Mutual Funds, Program Management, Portfolio Management, Securities, Retirement Planning, Series 63, Small Business, Series 7, Strategic Financial..., Valuation, CRM, Credit, Alternative Investments, Financial Modeling, Equities, Financial Analysis, Investments, Training
Education
Northwestern University 2014 — 2014
Certified Financial Planner (CFP) Certificate, Financial Planning and Services
Northwestern University 2005 — 2009
Bachelor of Arts, American Studies Honors Program; History, Americas Concentration
Theodore Roosevelt High School 2001 — 2005
High School Diploma
MassMutual Financial Group June 2013 - Present
Northwestern Mutual May 1984 - May 2013
Skills
Disability Insurance, Retirement, Insurance, Long Term Care Insurance, Retirement Planning
Education
Northwest Missouri State University
Bachelor of Science (BS), Finance
Bridgewater Associates July 2015 - Present
MassMutual Financial Group November 2012 - July 2015
Symantec Corporation July 2007 - November 2012
Paladion Networks/Plynt August 2004 - July 2007
Skills
Vulnerability Assessment, Application Security, Information Security, Security, Cloud Security, Security Policy, Penetration Testing, Information Security..., Vulnerability Management, CISSP, Computer Security, Security Audits, Security Awareness, Security Architecture..., ISO 27001, Network Security, Firewalls
Education
Oklahoma State University 2002 — 2004
MS, Telecom Management
Creative Financial Concepts, Inc April 1996 - Present
MassMutual Financial Group July 1987 - Present
MML Investors Services, LLC October 1988 - Present
Creative Financial Solutions, INC April 1996 - April 2000
Education
Norwich University
MassMutual Financial Group July 1980 - Present
Skills
Retirement, Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, Mutual Funds, Life Insurance, Estate Planning, 401k, Series 7, Series 63, Strategic Financial..., Investments, Wealth Management, Securities
Education
The American College 1978 — 1989
Master of Science in Financial Services, Financial Planning and Services
Oral Roberts University 1967 — 1971
Pre-Medicine/Pre-Medical Studies
Rosy Tomorrows June 2012 - Present
Murphy's March 2012 - April 2012
South Side August 2008 - February 2012
MassMutual Financial Group April 2010 - January 2012
Dockside Pub, Mahopac May 2004 - August 2008
Grappolo Laconda January 2004 - May 2004
Skills
Inventory Management, Inventory Control, Bartending, Customer Service, Staff Development, Staff Management, Staff Training, Food Service, Food Safety, Food & Beverage, Wine, Sales, Restaurants, CRM, Analysis, Customer Satisfaction, Budgets, Food, Microsoft Office, Social Media
Education
Pace University-Pleasantville/Briarcliff Campus 1998 — 2001
Bachelor's degree, managerial marketing
Pleasantville High School 1993 — 1997
Anthem, Inc. April 2012 - Present
WellPoint December 2010 - April 2012
Accenture September 2008 - December 2010
McKinsey & Company July 2006 - August 2008
MassMutual Financial Group June 2005 - August 2005
Nationwide Insurance & Financial Services March 1999 - July 2004
Skills
Strategy, Risk Management, Financial Services, Leadership, Insurance, Project Management, Team Management, Management, Analytics, Program Management, Solution Architecture, Information Technology, Competitive Analysis, Project Planning, Business Analysis
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Organization Management, Risk Management
Ohio State University 1997 — 2001
MS, Computer & Information Science
Osmania University 1993 — 1997
B of Engineering, Civil Engineering
National Defence Academy 1992 — 1993
Indian Air Force Cadet
Sri Sathya Sai Higher Secondary School 1990 — 1992
High School, Mathematics, Physics, Chemistry
MassMutual Financial Group June 2013 - June 2015
Edward Jones December 2012 - March 2013
Skills
Comprehensive Financial..., Retirement Planning, Fixed Annuities, Variable Annuities, Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, Investments, Education Planning, Customer Service, Business Planning, FINRA Series 7, FINRA Series 66
Education
Penn State University 2006 — 2009
Bachelor of Science (BS), Finance, General
Railway cafe May 2014 - Present
MassMutual Financial Group April 2011 - July 2014
New York Life Insurance Company August 2008 - April 2011
Great Carbondale Chamber of Commerce 2011 - 2011
Aramark February 2001 - August 2008
Skills
Financial Planners, Insurance, Long-term Care, Customer Service, Strategic Financial..., Retirement Planning, Fixed Annuities, Retirement, Long Term Care Insurance, Disability Insurance, 401k, Business Planning, Sales, Small Business, Access, Financial Advisory, Wealth Management, Analysis, Health Insurance, Customer Retention, Term Life Insurance, Commercial Insurance, Series 6, Investments, Life Insurance, Property & Casualty..., Financial Analysis, Employee Benefits, Workers Compensation, Mutual Funds, Risk Management, IRAs, Pensions, Estate Planning, Whole Life, Finance, Financial Services, Series 63, Securities, College Savings Plans, Asset Management, Portfolio Management, Personal Finance, 401k Rollovers, Asset Allocation, Banking, Retirement Plan..., Series 7, Homeowners, Credit
Education
Penn State University 1999 — 2000
Business
Oklahoma City University May 2013 - Present
American Bank Systems, Inc. January 2015 - April 2015
Childrens' Health Center, P.A. January 2013 - May 2013
Burnet County Public Defender's Office January 2013 - May 2013
General Surgery Consultants, P.A. October 2012 - April 2013
MassMutual Financial Group July 2011 - May 2012
Texas House of Representatives January 2011 - July 2011
Horseshoe Bay Resort June 2006 - August 2010
Skills
Insurance, Disability Insurance, Long Term Care, Retirement, Customer Relations, Customer Service, Whole Life, Term Life Insurance, Legislative Relations, Legislative Policy, Legislative Issues, Legislative Affairs, Tennis, Government, State Government, Political Campaigns, Health Insurance, Healthcare, Healthcare Information..., Healthcare Management, Legal Writing, Grassroots Organizing, Legal Research, Microsoft Office, Microsoft Excel, Public Speaking, Research, Leadership, Public Relations, PowerPoint
Education
Oklahoma City University School of Law 2013 — 2016
The University of Texas at Austin 2006 — 2010
Bachelor of Arts (B.A.), Major: Government; Business Foundations Certificate
MassMutual Financial Group June 2010 - Present
Integrated Financial Strategies, LLC June 2010 - Present
Northwestern Mutual 1992 - 2010
Skills
Fixed Annuities, Disability Insurance, Long-term Care, Life Insurance, Insurance, Estate Planning, Series 7, Investments, Securities
Education
Occidental College
B.A., Psychology
Portland State University
M.B.A.
MassMutual Financial Group October 2014 - Present
Mattel April 2013 - October 2014
Perrigo April 2011 - April 2013
Zondervan Publishers January 2007 - April 2011
Leprino Foods 1999 - 2006
Skills
Lean Sigma, cGMP, Cross-functional Team..., Project Management, Process Improvement, Management, Team Leadership, Six Sigma, Visio, Manufacturing, MS Project, GMP, Mac OS X, Casper, Apple, iOS, OS X, Advertising, Analysis, Budgets, Marketing, Microsoft Office, Social Media Marketing, Software Documentation, Strategic Planning, Technical Support, Training
Education
Northwood University - Richard DeVos Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Management
Northwood University
M.B.A Management
Dept of transportation September 2010 - Present
Vensai Technologies September 2005 - Present
Dept of Education (IBM) 2010 - 2010
Posidex Technologies Pvt Ltd 2008 - 2010
MassMutual Financial Group 2007 - 2010
Massmutual Financial Group 2007 - 2010
RedRoller, Inc. 2005 - 2007
IBM, India March 2004 - June 2005
Aretae Pte Ltd 2001 - 2002
Skills
Oracle Fusion Middleware, ADF, SOA, Websphere, Weblogic, Java Enterprise Edition, EAI, WebSphere Application..., Web Services, Middleware, JSF, Oracle, EJB, JMS, PL/SQL, SOAP, JDBC, Ant, Enterprise Architecture, JBoss Application Server, XSLT, Solution Architecture, Architecture, DB2, WebSphere Portal, Portals, Struts, Linux, Hibernate, Solaris, JSP, Tomcat, JUnit, Spring, Servlets, Apache, WebLogic, WebSphere, Spring Framework
Education
Osmania University 1995 — 1997
MBA
MassMutual Financial Group January 2007 - April 2009
Prudential Financial June 1999 - December 2004
Prudential Financial February 1998 - June 1999
Education
State University of New York College at Oneonta 1990 — 1991
B.S., Communications, Business
Ohio University 1988 — 1990
Communications
Ted's Montana Grill July 2012 - Present
MassMutual Financial Group November 2014 - December 2014
Kahan O'Neill Realty March 2014 - June 2014
Mojo Bones BBQ Joint September 2011 - June 2012
Sunsations Beach Department Store April 2011 - August 2011
Visual Perceptions Eyecare May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, File Systems, Organizational..., Time Management, Editing, Customer Service, Food, Microsoft Office, Team Leadership, Team Building, Management, Leadership, Retail, Public Speaking, Social Media, Outlook, Training, Data Entry
Education
Old Dominion University 2009 — 2012
Bachelor of Arts (B.A.), Dance
The Hartford April 2015 - Present
Travelers December 2013 - April 2015
MassMutual Financial Group January 2013 - December 2013
The Hartford 2008 - 2012
InSource Consulting LLC 2006 - 2008
Convergys Corporation 2004 - 2005
Bryant Consulting 2001 - 2004
American Eagle Airlines 1997 - 1999
American Airlines 1994 - 1997
American Airlines 1991 - 1994
Skills
SDLC, Business Analysis, Vendor Management, PMP, Requirements Gathering, Business Process..., Process Improvement, Program Management, Requirements Analysis, Change Management, Project Management, SharePoint, Integration, Management Consulting, Business Process, Business Intelligence, Visio, MS Project, Software Project..., Project Portfolio..., Risk Management, CRM, Management
Education
University of Dallas 2000 — 2001
MBA, eBusiness
Pace University-Pleasantville/Briarcliff Campus 1986 — 1991
BBA, Finance
DOCS (previously ClinForce, LLC) February 2013 - Present
Clinforce, LLC November 2005 - Present
MassMutual Financial Group August 2003 - October 2005
Skills
Clinical Research, Medical Writing, Clinical Trials, Medical Devices, Clinical Data Management, Pharmaceutical Industry, EDC, CTMS, Biotechnology, Recruiting, PeopleSoft, Biostatistics, Clinical Monitoring, CRO, Executive Search, GCP, Data Management, Regulatory Affairs, Therapeutic Areas, Oncology, Sop
Education
Penn State University
BS, Finance
MassMutual Financial Group December 2014 - Present
ING November 2013 - December 2014
MassMutual Financial Group March 2008 - October 2013
MassMutual Financial Group November 2005 - March 2008
GNC December 2004 - May 2005
BNY Mellon August 2002 - December 2004
Allegheny Energy December 2001 - August 2002
US Navy August 1993 - January 2000
Skills
Integration, Program Management, SDLC, Business Analysis, Visio, Vendor Management, Requirements Gathering, IT Management, Governance, PMO, IT Service Management, Project Portfolio..., PMP, Business Process..., Requirements Analysis, IT Strategy, Resource Management, Business Requirements, ITIL, MS Project, Project Management, Process Improvement, Management, Software Project..., Systems Analysis, Consulting
Education
Penn State University 2000 — 2003
BS, Information Sciences
MassMutual Financial Group March 2014 - Present
EPI-USE October 2012 - March 2014
SuccessFactors January 2011 - August 2012
Warner Bros. Entertainment Group of Companies February 2010 - August 2010
Health Net, Inc. 2006 - February 2010
Healthnet October 2006 - November 2007
Sallie Mae October 2005 - May 2006
United States Department of Defense September 2002 - August 2005
Skills
Performance Management, Survey Research, Organizational..., Workforce Planning, Talent Management, Management, Cross-functional Team..., Onboarding, Human Resources, Program Management, Organizational..., Talent Acquisition, Strategy, HRIS, Data Analysis, Leadership, Project Planning, Analytics, Deferred Compensation, Analysis, PeopleSoft, Strategic Planning, Personnel Management, Succession Planning, Change Management, Recruiting, Organizational Design
Education
The George Washington University 2002 — 2005
MA, Organizational Sciences (Human Resource Management concentration)
The George Washington University 2002 — 2005
Certificate, Leadership Coaching
Penn State University 1998 — 2002
BA, Psychology with a Business Administration minor
MassMutual Financial Group May 2014 - Present
Prudential Financial July 2011 - May 2014
The Hartford August 2010 - July 2011
The Hartford 2008 - 2010
Hartford Life 2005 - 2007
Skills
Vendor Management, SDLC, Business Analysis, Process Improvement, Resource Management, Requirements Gathering, PMP, Business Process..., Project Portfolio..., Visio, PMO, IT Strategy, Business Requirements
Education
Pennsylvania State University 1989 — 1993
Lincoln Financial Distributors April 2014 - Present
MassMutual Financial Group March 2010 - April 2014
Barnum Financial Group an Office of MetLife October 2005 - March 2010
John T. Dougherty CPA, LLC January 2007 - January 2008
Waddell & Reed Financial Services March 2005 - October 2005
UST November 2003 - May 2004
Skills
Wholesaling, Whole Life, Term Life Insurance, Retirement Income..., Territory Management, Variable Life, Business Planning, Universal Life, Insurance, Retirement, Financial Planning, Finance
Education
University of Connecticut 2012 — 2014
Master of Business Administration (M.B.A.), Executive MBA Program
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Xavier High School 1996 — 2000
High School
MassMutual Financial Group September 2014 - Present
Independent Consultant June 2014 - August 2014
Frankenmuth Mutual/Patriot Insurance January 2014 - April 2014
Amerisure Mutual Insurance Company December 2010 - January 2014
Employers Insurance Group June 2010 - November 2010
The Hartford Insurance Group January 2003 - September 2008
Royal & SunAlliance USA April 2000 - December 2002
Royal & SunAlliance USA November 1997 - April 2000
AEGIS Insurance Services April 1996 - October 1997
PriceWaterhouseCoopers March 1995 - March 1996
Skills
Underwriting, Insurance, Workers Compensation, Claim, General Insurance, Commercial Lines, Professional Liability, Training, Casualty, Excess, Property & Casualty..., Project Management, Learning & Development..., Product Development, Commercial Insurance, Blended Learning, Change Management, Quality Assurance, Business Process..., Technical..., Process Improvement, Team Management, Risk Management, Casualty Insurance
Education
Tulane University - A.B. Freeman School of Business
Master's degree, Business Administration
Occidental College
Bachelor of Arts, History, English
MassMutual Financial Group September 2007 - Present
Education
Oakland Community College 1995 — 1999
Mount Kisco Child Care Center March 2013 - Present
William Raveis September 2007 - Present
Warburg Realty April 2003 - June 2007
MassMutual Financial Group January 2000 - November 2001
Morgan Stanley April 1999 - December 1999
Morgan Stanley April 1998 - April 1999
Morgan Stanley October 1995 - March 1998
Uniglobal Pension Planning, Inc. September 1994 - September 1995
Skills
Leadership, Nonprofits, Marketing, Fundraising, Public Relations, Public Speaking, Social Media, Strategic Planning, Volunteer Management, Event Planning, Community Outreach, Management, Social Media Marketing, Budgets, Project Management, Sales
Education
Ohio University 1989 — 1993
Bachelor's degree, Political Science and Government
Deloitte Consulting January 2010 - Present
COMSYS March 2007 - January 2010
MassMutual Financial Group January 1997 - June 2006
Education
Penn State University
Computer Science
M2 HR, Inc. March 2013 - Present
MassMutual Financial Group January 2012 - Present
Confidential (Management Consulting) March 2004 - December 2011
TeamStaff June 2001 - December 2003
RMS Networks December 1999 - June 2001
Skills
HR Department Startu, Staff Recruitment &..., Orientation &..., Employment Law..., Employee Relations, HRIS Technologies, FMLA/ADA/EEO/WC, Alternative Dispute..., Training & Development, Mediation & Advocacy, Benefits & Compensation, Performance Management, HR Policies & Procedures, HR Program/Project..., Payroll, HRIS, Personnel Management, Employee Benefits, Project Management, Employee Training, New Hire Orientations, Recruiting, Management, Human Resources, Training, Benefits Administration
Education
Nova Southeastern University
University of Phoenix
Dell SecureWorks December 2013 - Present
RSA The Security Division of EMC January 2012 - December 2013
MassMutual Financial Group March 2011 - December 2011
Northrop Grumman Corporation January 2009 - March 2011
Northrop Grumman Corporation June 2008 - August 2008
Skills
Security Clearance, Archer SmartSuite, NIST 800-53, ISO 27001, XML, SQL, Java, Spanish, IT GRC, Requirements Analysis, Information Assurance, Computer Security, Databases, Software Documentation, Testing
Education
Penn State
Bachelor's of Science, Security and Risk Analysis / Information Assurance
Voya Financial June 2015 - Present
Prudential Financial December 2014 - May 2015
MassMutual Financial Group July 2014 - December 2014
Prudential Financial January 2014 - May 2014
Prudential Financial June 2012 - November 2013
Travelers October 2007 - May 2012
IBM Global Services May 2003 - September 2008
IBM Global Services August 2000 - April 2003
Silverline Technologies July 1997 - July 2000
Skills
Project Management, E-commerce, DW/BI, Policy Admin Systems, Cloud Computing, Infrastructure, SDLC, Business Intelligence, Business Analysis, PMP, Data Warehousing, PMO, Solution Architecture, Testing, Software Project..., ITIL, Global Delivery, Requirements Gathering, Requirements Analysis, Software Development, Agile Methodologies, CRM, Management, Vendor Management, Resource Management, Strategy
Education
Osmania University 1994 — 1996
M.Sc, Physics - Concentration In electronics
MassMutual Financial Group September 2012 - Present
The Hartford April 2012 - August 2012
Hartford Life January 2010 - April 2012
Hartford Life December 2008 - December 2009
Hartford Life May 2008 - November 2008
Hartford Life February 2007 - May 2008
Education
Penn State University 2003 — 2006
BS, Mathematics, Actuarial Option
NYC Data Science Academy September 2015 - Present
University of Delaware August 2014 - May 2015
Schlenker Enterprises, Ltd. July 2007 - June 2013
MassMutual Financial Group December 2006 - June 2007
Skills
Mathematics, Mathematica, Microsoft Office, Microsoft Excel, C++, Matlab, Data Analysis, Research, Microsoft Word
Education
University of Delaware 2013 — 2015
Master of Science (M.S.), Applied Mathematics, 3.78
University of Illinois at Chicago 2008 — 2012
Mathematics, 3.66
Northwestern University 2002 — 2006
Bachelor of Arts (B.A.), Mathematics
Fenwick
Express Employment Professionals July 2014 - Present
Origami Owl Custom Jewelry March 2014 - Present
Mary Kay Inc. September 2013 - Present
Express Employment Professionals October 2013 - July 2014
Express Employment Professionals December 2012 - October 2013
Northrop Grumman Corporation March 2010 - July 2012
Cummins Southern Plains February 2007 - March 2010
MassMutual Financial Group March 2006 - February 2007
MassMutual Financial Group October 2005 - March 2006
Reynolds Ford of Oklahoma City April 2005 - October 2005
Skills
Training, Outlook, Human Resources, Recruiting, PowerPoint, Microsoft Excel, Management, Customer Service, Process Scheduler, Analysis, Microsoft Word, Microsoft Office, Purchasing, Interviews, Team Building, Payroll, Employee Relations, Access, Inventory Management, Articulate Presenter
Education
University of Oklahoma 2008 — 2010
Bachelor's degree, Administrative Leadership
Oklahoma Baptist University 2000 — 2001
Christian Heritage Academy 1990 — 2000
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Texas Capital Bank February 2015 - Present
Credit Suisse January 2009 - January 2015
Credit Suisse November 2003 - December 2008
Credit Suisse May 1999 - November 2003
Paine Webber October 1995 - May 1999
Norwest Financial August 1992 - June 1995
MassMutual Financial Group August 1991 - August 1992
Skills
Client Relationship..., Risk Management, Credit Risk, Leadership, Collateral Management, Process Improvement, Project Coordination, Management, Finance, Capital Markets, Due Diligence, CRM, Portfolio Management, Credit, Financial Services, Sales, New Business Development, Mortgage Lending, Investment Banking, Cash Management, Loans, Prime Brokerage, Fixed Income, Operations Management, Analytics, Banking, Trading, Mergers & Acquisitions, Team Management, Analysis
Education
University of Richmond 1987 — 1991
BS, Finance/Marketing
Pace University - Lubin School of Business 1995 — 1997
MBA, Finance
Middletown HS South 1985 — 1987
MassMutual Financial Group March 2004 - Present
Rapidigm 2001 - 2004
CyberTech Systems Inc. 1997 - 2001
Skills
SDLC, Business Analysis, SAP R/3, Requirements Analysis, Project Management, Process Improvement, Payroll, Time Management, Employee Benefits, SAP E-Recruiting, ESS, MSS, Organizational..., Lean Management, Six Sigma
Education
Rensselaer Polytechnic Institute at Hartford 2005 — 2007
MS, IT Management
Osmania University 1989 — 1991
MBA, Finance
Osmania University 1977 — 1982
BE, Engineering
MacDonald Garber Broadcasting March 2012 - Present
Playtime Media August 2011 - Present
MacDonald Garber Broadcasting August 2010 - Present
MassMutual Financial Group April 2009 - June 2009
Education
Northwood University 2004 — 2008
International Business/Management, Economics, English, Marketing, Business Law, Advertising
Branca-Rampart Agency April 2006 - Present
MassMutual Financial Group December 1998 - April 2006
Provident Life & Accident January 1996 - December 1998
Paul Revere Insurance Group 1974 - 1996
Skills
Disability Insurance
Education
The American College
Chartered Life Underwriter
Penn State University 1966 — 1972
BA, Liberal Arts
OneAmerica Financial Partners Inc. September 2013 - Present
MassMutual Financial Group November 2010 - May 2013
Skills
Life Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, Retirement, Insurance, Long-term Care, Term Life Insurance, Strategic Financial..., Mutual Funds, Investments, Estate Planning, Management, Development and Training, New Business Acquisition, Sales Process, New Producer Recruiting, Training, Coaching, Supervision Programs, Agency Development, Field retention programs, Sales force development
Education
Virginia Tech 1986 — 1993
Master of Business Administration (MBA), Finance, General
Northwest Missouri State University 1982 — 1986
Bachelor of Science (B.S.), Marketing
M Advisory Group July 2005 - Present
M Advisory Group 1999 - 2005
M Advisory Group 1995 - 1999
MassMutual Financial Group 1992 - 1995
Entreprepeneur 1990 - 1992
Lloyd's/Sanwa Bank - Real Estate Industries Division 1984 - 1989
Skills
Retirement Planning, Investments, Financial Planning, Real Estate, Benefits Plan Design, Retirement Plan..., Retirement Income..., Fiduciary Services, Investment Advisory, Deferred Compensation, Retirement Plans, Supplemental Executive..., Comprehensive..., Long Term Care Plans, Mortgage Banking, Construction Lending, Entrepreneur, Series 6, Series 63, Series 65, 401k, 403 b, Profit Sharing Plans, Defined Benefit Plans, Life Insurance, Estate Planning, Estate Tax Planning, Life Settlements, Benefit Restoration..., Executive Benefit..., Disability Insurance, Retirement, Employee Benefits, Defined Benefit, Qualified Retirement..., Financial Advisory, Asset Allocation, Long-term Care, Wealth, Securities
Education
USC 1976 — 1979
Bachelor of Science (BS), Business Administration, Marketing & Finance
Orange Coast College 1973 — 1976
Associate of Arts (A.A.)
Foothill High School 1969 — 1973
High School Diploma
PNC June 2012 - Present
MassMutual Financial Group September 2007 - March 2012
Country Day School of the Sacred Heart September 2004 - October 2007
Delaware Investments March 1997 - 2004
PNC Institutional Investment Services November 1993 - March 1997
Delaware Management Company August 1986 - November 1993
Skills
Series 6, Series 7, Mutual Funds, Series 63, 401k, Investments, Asset Allocation, Wealth Management, Retirement Planning, Securities, Retirement, Investment Advisory, Financial Services, Asset Managment, Investment Strategies, Asset Management, Relationship Management, Portfolio Management
Education
Temple University 1980 — 1985
MBA, Finance
Penn State University 1974 — 1978
BS, Rehabilitation Science
MassMutual Financial Group 2007 - Present
Babson Capital 1998 - 2007
Phoenix 1993 - 1998
Skills
Investments, Financial Analysis, Financial Modeling, Asset Managment, Fixed Income, Strategic Financial..., Financial Reporting, Mutual Funds, Derivatives, Bloomberg, Financial Accounting, Accounting, Internal Controls, Leadership, SEC filings, Account Reconciliation, Auditing, General Ledger, Fund Accounting, Sarbanes-Oxley Act, GAAP, Sarbanes-Oxley, Variance Analysis, Strategy, Strategic Planning, Analysis, Hedge Funds, Forecasting, US GAAP, SAP, Cash Management, Consolidation, Budgets, Financial Statements, Finance, Financial Planning, Asset Management
Education
Pace University - Lubin School of Business 1984 — 1988
Bachelor of Business Administration (BBA), Public Accounting
MassMutual Financial Group January 2013 - Present
The Hartford September 2011 - January 2013
Merrill Lynch July 2001 - September 2011
Skills
Series 66, Series 24, Series 7, Series 63, IRA's, 401k, Retirement, Insurance
Education
Penn State University 1997 — 2001
BS, Finance, Economics
La Salle College High School 1993 — 1997
MassMutual Financial Group September 2014 - Present
Centric Digital December 2013 - August 2014
The Federal Reserve Bank of New York April 2010 - October 2012
The Federal Reserve Bank of New York October 2006 - April 2010
The Federal Reserve Bank of New York January 2001 - October 2006
Sony 1998 - 1998
Skills
Bloomberg, Equity Research, Equities, Bloomberg Terminal, Economics, IT Strategy, Information Security, Governance
Education
Don Bosco Prep
Don Bosco Prep
Pace University
The Catholic University of America
Bachelor of Science (BS), Computer Science
Miami-Dade County Public Schools August 2015 - Present
Self Employed February 2015 - Present
Convey Health September 2014 - December 2014
MassMutual Financial Group February 2014 - December 2014
Special Education Teacher - Miami-Dade School System 2005 - 2014
Mayor - Biscayne Park December 2011 - December 2013
Carnival Corp / PricewaterhouseCoopers 2000 - 2005
Skills
Special Education, Classroom, Teaching, Program Management, Curriculum Development, Statistics, Microsoft Excel, Community Outreach, Research, Government, Grant Writing, Public Relations, Public Speaking, Program Development, Nonprofits, Leadership
Education
Nova Southeastern University 2015 — 2017
Master's degree, Public Administration
University of New Orleans, New Orleans, LA 2002 — 2003
Masters Degree courses, Urban Planning
University of Arizona 1990 — 1994
B.A., Political Science
University of Arizona
MassMutual Financial Group November 2014 - Present
New York Life Insurance Company October 2009 - November 2014
Diversified Dealers of Florida January 2008 - October 2009
ProQuest Business Solutions 1999 - 2003
Skills
Customer Relations, Contract Negotiation, Account Management, Customer Service, Negotiation, New Business Development, Insurance, Microsoft Office, Budgeting, Team Building, Advertising, Problem Solving, Long Term Care, Annuities, Retirement Planning, Disability Insurance, Health Insurance, Process Improvement, Investments, Financial Planning, Employee Benefits, Sales Management, Business Strategy, Retirement, Term Life Insurance, Mutual Funds, Estate Planning, Business Analysis, Budgets, Business Planning, Leadership, Long Term Care Insurance, Long-term Care, Strategic Financial..., Universal Life, Fixed Annuities, Life Insurance
Education
Northwood University - Richard DeVos Graduate School of Management 1993 — 1997
Bachelor's degree, Automotive Marketing and Management
Mandeville High school 1990 — 1993
MassMutual Financial Group 2014 - Present
Sumner Financial Group, LTD July 2008 - July 2014
MetLife 2005 - 2008
National Life of Vermont 1982 - 2005
Skills
Life Insurance, Health Insurance, Group Insurance, Mutual Funds, Strategic Financial..., Investment Management, Medicare Supplements, Fixed Annuities, Variable Annuities, Disability Insurance, Executive Benefit..., Insurance, Long Term Care Insurance, Term Life Insurance, Employee Benefits, Small Business, Retirement Planning, Securities, 401k, Investments, Sales Management, Strategic Planning, Medicare, Claim, Brokers, Long-term Care, Retirement, Financial Planning
Education
Oregon State University
MassMutual Financial Group August 2014 - Present
Edward Jones July 2013 - November 2013
Ethicon, Inc. medical device division of Johnson and Johnson 1991 - January 1998
Merck 1989 - 1990
Skills
Marketing Strategy, Sales, Public Relations, Marketing Communications, Pharmaceutical Sales, Medical Devices, Marketing, Leadership, Coaching, Uniform Combined State..., Sales Management, Strategic Planning, Selling, Account Management, Series 7, Customer Service, Life Insurance, Social Media, Medical Device Sales, Insurance, Fixed Annuities, Investments, Retirement, Disability Insurance, Finance
Education
Oklahoma City University 1997 — 1999
Master of Business Administration (M.B.A.), Business/Marketing, 3.6/ 4.0
Vanguard High
City of Hartford March 2010 - Present
Commonwealth of Massachusetts August 1995 - May 2008
MassMutual Financial Group July 1985 - August 1995
Skills
Accounting, Internal Audit, Policy, Microsoft Office, Enterprise Risk..., Data Analysis, Internal Controls, Government, Analysis
Education
Pace University - Lubin School of Business
MBA, ACCOUNTING
Polytechnic Instittute of New York
Bachelor of Science (B.S.), Mathematics
Xaverian High School, Brooklyn, N.Y.
High School Diploma
MassMutual Financial Group May 2012 - Present
Farmers Insurance September 2010 - April 2012
JPMorgan Chase August 2009 - July 2010
Kappa Sigma Fraternity December 2005 - June 2006
Education
Oregon State University 2004 — 2009
Business, Marketing, Economics
Southridge High School 2000 — 2004
Oasis Outsourcing May 2015 - August 2015
The Compass Group October 2014 - February 2015
MassMutual Financial Group November 2012 - February 2015
Riviera Country Club Northern Trust Open 2013 - 2013
The Lost Tree Club October 2008 - December 2011
Evergrene HOA 2005 - 2010
Wachovia Securities Financial Network August 2007 - October 2008
The Lost Tree Club August 2001 - August 2007
Sailfish Club of Florida November 1984 - September 2000
Skills
Budgets, Leadership, Management, Finance, Hospitality, Food & Beverage, Marketing, Recruiting, Forecasting, Golf, Hospitality Management, Training, Restaurants, Purchasing, Income Statement, Team Building, Event Planning, Hiring, Banquets, Club, Customer Service, Event Management, P&L, Operations Management, Wine, Microsoft Office, Catering, Menu Development, Business Planning, Employee Relations, Team Leadership, Inventory Management, Coaching, Managerial Finance, Fixed Annuities, Food, Cost Control, Budgeting, Customer Relations, Excel, Word, Problem Solving, Financial Management, Clubs, Staff Training, Special Events, Life Iinsurance, Microsoft Excel, Insurance, Microsoft Word
Education
Palm Beach Atlantic University 1994 — 1997
MBA, Business
Northwood University 1990 — 1994
BBA, Business
Northwood University 1990 — 1994
AA, Hotel and Restaurant Management
Northeast IT Systems, Inc. March 2014 - Present
Massive Entertainment June 2010 - Present
Court Square Group April 2012 - October 2013
Bertera Dodge of Westfield September 2011 - February 2012
Central Chevrolet January 2010 - July 2011
MassMutual Financial Group May 2008 - November 2009
Big Y World Class Market December 2003 - May 2008
Skills
IT Security, Network Management, Network Infrastructure, HTML, Problem Solving, Outlook, Customer Relations, Active Directory, Network Administration, Customer Service, Windows 7, SharePoint, Visio, Information Security, System Administration, Troubleshooting, Technical Support, Windows, XP, Software Documentation, Windows Server, Networking, Windows XP, Management
Education
Western New England University 2007 — 2009
Bachelor's, Information Technology
Penn State University 2009 — 2011
Certificate, Weather Forecasting
Springfield Technical Community College 2004 — 2006
Associate's, IT Security
Westfield High School 1998 — 2002
MassMutual Financial Group July 2014 - Present
Premier Goaltending Inc June 2005 - Present
MassMutual Financial Group August 2011 - July 2014
MassMutual Financial Group November 2010 - August 2011
Travelers Insurance Company June 2005 - November 2010
Jacksonville Barracudas September 2003 - April 2005
Norwich University Hockey Office September 2000 - April 2003
USPS May 2001 - August 2001
Industrial Buyers Consortium June 2000 - August 2000
Gary Dineen Hockey School June 1999 - August 2000
Skills
Management, Testing, Sales, Forecasting, Microsoft Excel, Market Research, Business Process, Leadership, Social Media, Coaching, Access, Program Management
Education
Norwich University 1999 — 2003
Bachelor of Science, Business Management and Computer Information Systems
Volunteer Behavioral Health Care System July 2012 - Present
MassMutual Financial Group January 2010 - May 2010
Skills
Insurance, Strategic Planning, Retirement Planning, Microsoft Office, Medical Social Work, Mental Health Counseling, Psychological Assessment, Substance Abuse..., Relapse Prevention, Community Organizing
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA) Candidate, Health/Health Care Administration/Management
Oakwood College 1998 — 2005
BSW, Clinical/Medical Social Work
MassMutual Financial Group March 2008 - Present
TransAtlantic Financial Group April 2001 - Present
New York Life Insurance Company October 1996 - February 2004
Skills
Risk Management, Preserving and..., Estate, Gift, and Trust..., Insurance Planning, Employee Benefit..., Retirement Services
Education
Pace University-Pleasantville/Briarcliff Campus
MassMutual Financial Group November 2014 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Training
Education
Oregon State University
Bachelor of Science (B.S.), Business/Managerial Economics
Phoenix College
MassMutual Financial Group April 2012 - December 2012
New York Life Insurance Company September 2011 - April 2012
Envision Lending Group October 2006 - August 2008
Stanton Mortgage August 2005 - October 2006
Express Funding & Realty October 2004 - May 2005
Skills
Financial Risk, Mortgage Lending, Investments, Finance, Financial Services
Education
Palomar College 2001 — 2003
N/A, Liberal Arts and Business
Fallon Health October 2012 - Present
Aetna March 2010 - October 2012
MassMutual Financial Group July 2008 - March 2010
ING September 2006 - July 2008
CIGNA Healthcare April 2002 - September 2006
Aetna November 2001 - April 2002
Capgemini August 2000 - October 2001
Education
Oklahoma State University 1998 — 2000
Master of Science (MS)
Sathyabama Engg College 1993 — 1997
Bachelor of Engineering (BE), Mechanical Engineering
Performance Drywall 2008 - 2011
Wachovia Securities Financial Network 1997 - 2007
MassMutual Financial Group 1993 - 1997
Skills
Time Management, Project Planning, Master Scheduling, Multi Tasking, Team-oriented, Self-starter, Highly motivated..., Goal-oriented..., Highly detail oriented, Organization, Dedicated Professional, Team Leadership
Education
Onondaga Community College 1990 — 1993
Small Business Administration/Management
MassMutual Financial Group January 2011 - Present
MassMutual Financial Group February 2006 - December 2010
Association Management & Communications March 1998 - February 2005
Skills
Business Analysis, Siebel Analytics, Reporting & Analysis, Dashboard Metrics, Customer Retention, Business Requirements, Siebel, Data Warehousing, SharePoint
Education
Palm Beach State College 2001 — 2004
Associate's degree, Journalism
MassMutual Financial Group July 2013 - May 2015
KinderCare September 2012 - April 2013
Skills
Teaching, Editing, Curriculum Design, Curriculum Development, Tutoring, Lesson Planning, Classroom, Classroom Management, Public Speaking, Elementary Education, data entry
Education
Penn State University 2008 — 2012
Bachelor's degree, English, Political science, business, 2 years of Pre-Med
Penn State University 2008 — 2012
B.A. Political Science , Business Administration and Management, General
MassMutual Financial Group September 2010 - Present
Education
Northwestern Connecticut Community College 2011 — 2013
MassMutual Financial Group March 2004 - Present
Skills
Retirement, Strategic Financial..., Life Insurance, Insurance, Securities, Finance, Access, Licensing, Financial Goals, Retirement Planning, Investments, Mutual Funds, Series 7, Wealth Management, Fixed Annuities, Financial Analysis, Portfolio Management, Financial Services, Series 63, Risk Management
Education
Penn State University 1981 — 1986
Economics
MassMutual Financial Group February 2015 - April 2015
EDGE Energy June 2014 - August 2014
Skills
Management, Windows, PowerPoint, Public Speaking, Troubleshooting
Education
Northern Virginia Community College 2014 — 2016
Associate, Information Technology, A
Chantilly Academy 2013 — 2015
Certification, A
Quicken Loans 2014 - 2015
MassMutual Financial Group June 2013 - January 2014
Ohio University February 2013 - December 2013
Guardian Industries Corp. 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Finance
Education
Ohio University 2009 — 2013
Bachelor's Business Administration (B.B.A), Business Administration and Management, General
Ohio University 2009 — 2013
Bachelor's Business Administration (B.B.A), Finance and Financial Management Services