MassMutual Financial Group
Description
The Massachusetts Mutual Life Insurance Company, founded in 1851, is an American mutual life insurance company serving five million clients. With headquarters in Springfield, Massachusetts, the company employs more than 7,000 in the United States, and a total of 10,614 internationally. Headquarters: Springfield, Massachusetts, United States Revenue: 29.6 billion USD (2016) Founder: George W. Rice Founded: 1851, Springfield, Massachusetts, United States Subsidiaries: Barings, OppenheimerFunds, Executives: Roger W. Crandall (CEO, President, Chairperson),
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MassMutual Financial Group Employees
Employee
Years
Job
Industry
Chloe Wu Chloe Wu's MassMutual Financial Group Experience January 2013 - February 2013
Job Condor International Advisors, LLC
Industry Management Consulting
Experience
Condor International Advisors, LLC July 2014 - Present
International Investor July 2013 - March 2014
PADECO June 2013 - July 2013
MassMutual Financial Group January 2013 - February 2013
ISCS September 2011 - January 2012
Bank of China August 2011 - September 2011
President of Music Community September 2010 - September 2011
Francht LTD June 2011 - July 2011
Jilin Agriculture University training course December 2010 - January 2011
China International Agricultural-Expo August 2010 - August 2010
Skills
Microsoft Office, Research, Photoshop, Teamwork, Microsoft Excel, Public Speaking, Leadership, PowerPoint, Microsoft Word, Teaching, English, Financial Analysis, Accounting, Customer Service, Social Media, Budgets, Mandarin, Microsoft PowerPoint, Team Leadership
Education
The Johns Hopkins University - Carey Business School 2012 — 2014
BS, International Business
The Johns Hopkins University - Carey Business School 2012 — 2014
Bachelor of Science, Business
The Ohio State University 2011 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Shanghai University of Finance and Economics 2009 — 2011
Condor International Advisors, LLC July 2014 - Present
International Investor July 2013 - March 2014
PADECO June 2013 - July 2013
MassMutual Financial Group January 2013 - February 2013
ISCS September 2011 - January 2012
Bank of China August 2011 - September 2011
President of Music Community September 2010 - September 2011
Francht LTD June 2011 - July 2011
Jilin Agriculture University training course December 2010 - January 2011
China International Agricultural-Expo August 2010 - August 2010
Skills
Microsoft Office, Research, Photoshop, Teamwork, Microsoft Excel, Public Speaking, Leadership, PowerPoint, Microsoft Word, Teaching, English, Financial Analysis, Accounting, Customer Service, Social Media, Budgets, Mandarin, Microsoft PowerPoint, Team Leadership
Education
The Johns Hopkins University - Carey Business School 2012 — 2014
BS, International Business
The Johns Hopkins University - Carey Business School 2012 — 2014
Bachelor of Science, Business
The Ohio State University 2011 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Shanghai University of Finance and Economics 2009 — 2011
Liza Barnett Liza Barnett's MassMutual Financial Group Experience March 2009 - July 2014
Job Barnett Wealth Advisors | President
Industry Financial Services
Experience
Barnett Wealth Advisors July 2014 - Present
MassMutual Financial Group March 2009 - July 2014
Halstead Properties, LLC June 2004 - May 2009
New York Life Insurance Company March 1998 - January 2006
Education
The University of Georgia 1993 — 1995
Sewanee-The University of the South 1991 — 1993
Episcopal High School 1986 — 1991
Barnett Wealth Advisors July 2014 - Present
MassMutual Financial Group March 2009 - July 2014
Halstead Properties, LLC June 2004 - May 2009
New York Life Insurance Company March 1998 - January 2006
Education
The University of Georgia 1993 — 1995
Sewanee-The University of the South 1991 — 1993
Episcopal High School 1986 — 1991
Thomas Luong's MassMutual Financial Group Experience December 2010 - August 2011
Job Financial Consultant at Symbio Financial Partners
Industry Financial Services
Experience
Symbio Financial Partners April 2015 - Present
LPL Financial October 2013 - April 2015
LPL Financial November 2011 - October 2013
LPL Financial August 2011 - November 2011
MassMutual Financial Group December 2010 - August 2011
Skills
Alternative Investments, Financial Planning, Mutual Funds, Finance, Series 7, Financial Services, Retirement Planning, Wealth Management, Financial Advisory, Investments, Fixed Annuities, Retirement, Securities, Series 63
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Business Administration and Management, General
Symbio Financial Partners April 2015 - Present
LPL Financial October 2013 - April 2015
LPL Financial November 2011 - October 2013
LPL Financial August 2011 - November 2011
MassMutual Financial Group December 2010 - August 2011
Skills
Alternative Investments, Financial Planning, Mutual Funds, Finance, Series 7, Financial Services, Retirement Planning, Wealth Management, Financial Advisory, Investments, Fixed Annuities, Retirement, Securities, Series 63
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Business Administration and Management, General
Leigh Macaulay Leigh Macaulay's MassMutual Financial Group Experience June 2012 - December 2013
Job Order Management Agent at Expeditors
Industry Higher Education
Experience
Expeditors January 2014 - Present
MassMutual Financial Group June 2012 - December 2013
Seattle University September 2009 - June 2013
Skills
Research, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Critical Thinking, Event Planning, Leadership, Teamwork, Time Management, Customer Service, Social Media, Outlook, Social Networking, Editing, Facebook, Team Leadership, Financial Analysis, Project Management, Data Entry, Budgets
Education
Seattle University 2009 — 2013
Finance
University of Auckland
Semester Abroad
Expeditors January 2014 - Present
MassMutual Financial Group June 2012 - December 2013
Seattle University September 2009 - June 2013
Skills
Research, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Critical Thinking, Event Planning, Leadership, Teamwork, Time Management, Customer Service, Social Media, Outlook, Social Networking, Editing, Facebook, Team Leadership, Financial Analysis, Project Management, Data Entry, Budgets
Education
Seattle University 2009 — 2013
Finance
University of Auckland
Semester Abroad
Casey Oiness MLO-265169 Casey Oiness MLO-265169's MassMutual Financial Group Experience January 2006 - June 2006
Job Mortgage Loan Originator at Caliber Home Loans
Industry Financial Services
Experience
Caliber Home Loans November 2014 - Present
Cobalt Mortgage January 2010 - October 2014
Cornerstone Advisors June 2006 - February 2010
MassMutual Financial Group January 2006 - June 2006
Skills
Investments, Loans, Finance, Financial Analysis, Risk Management, Management, Real Estate, Portfolio Management, Mortgage Lending, Banking, Strategic Financial..., Credit, Asset Managment, Financial Modeling, Financial Services, Customer Service, Asset Management, Mortgage Banking, Leadership, Refinancings, FHA, Refinance, Commercial Lending, Credit Analysis, Residential Mortgages, VA loans, Loan Origination, Underwriting
Education
Seattle Pacific University - School of Business and Economics 2002 — 2006
Bachelor of Arts, Business Finance
University of Oxford 2006 — 2006
Business Study Abroad Program
Seattle Pacific University 2002 — 2006
Bachelor of Arts, Finance
Caliber Home Loans November 2014 - Present
Cobalt Mortgage January 2010 - October 2014
Cornerstone Advisors June 2006 - February 2010
MassMutual Financial Group January 2006 - June 2006
Skills
Investments, Loans, Finance, Financial Analysis, Risk Management, Management, Real Estate, Portfolio Management, Mortgage Lending, Banking, Strategic Financial..., Credit, Asset Managment, Financial Modeling, Financial Services, Customer Service, Asset Management, Mortgage Banking, Leadership, Refinancings, FHA, Refinance, Commercial Lending, Credit Analysis, Residential Mortgages, VA loans, Loan Origination, Underwriting
Education
Seattle Pacific University - School of Business and Economics 2002 — 2006
Bachelor of Arts, Business Finance
University of Oxford 2006 — 2006
Business Study Abroad Program
Seattle Pacific University 2002 — 2006
Bachelor of Arts, Finance
Nathan Woznicki Nathan Woznicki's MassMutual Financial Group Experience June 2011 - June 2012
Job Staff Accountant at Meloni Hribal Tratner
Industry Financial Services
Experience
Meloni Hribal Tratner July 2013 - Present
Pioneer Human Services December 2012 - June 2013
Northwestern Mutual April 2012 - December 2012
MassMutual Financial Group June 2011 - June 2012
Seattle Space Needle March 2011 - October 2011
Seattle Pacific University Catering September 2010 - April 2011
Concordia University May 2009 - August 2009
Yorba Linda Country Club September 2006 - July 2009
Skills
Customer Service, Entrepreneur, Money Management, Analysis, Word, Stock Market, Knowledge of GAAP, Social Networking
Education
Seattle Pacific University 2010 — 2013
Bachelor of Arts, Accounting, Senior
Concordia University Irvine 2009 — 2010
Meloni Hribal Tratner July 2013 - Present
Pioneer Human Services December 2012 - June 2013
Northwestern Mutual April 2012 - December 2012
MassMutual Financial Group June 2011 - June 2012
Seattle Space Needle March 2011 - October 2011
Seattle Pacific University Catering September 2010 - April 2011
Concordia University May 2009 - August 2009
Yorba Linda Country Club September 2006 - July 2009
Skills
Customer Service, Entrepreneur, Money Management, Analysis, Word, Stock Market, Knowledge of GAAP, Social Networking
Education
Seattle Pacific University 2010 — 2013
Bachelor of Arts, Accounting, Senior
Concordia University Irvine 2009 — 2010
Andrew Valencia Andrew Valencia's MassMutual Financial Group Experience July 2012 - December 2012
Job Partnerships at NSONE Inc.
Industry Computer Networking
Experience
NSONE Inc. April 2015 - Present
Cur Inc. October 2012 - Present
Clustrix, Inc. January 2014 - April 2015
GuideApp.us October 2013 - December 2014
Experian Data Quality December 2012 - December 2013
MassMutual Financial Group July 2012 - December 2012
Qualcomm Ventures January 2012 - July 2012
Merrill Lynch September 2011 - December 2011
Qualcomm June 2011 - September 2011
Eimburse December 2008 - January 2011
Skills
Business Development, Start-ups, Sales, Business Strategy, New Business Development, Partner Management, Business Analysis, Business Planning, Salesforce.com, Business Relationship..., Birthday Parties, Social Media, Management, Corporate Venturing, Relationship Management, Dance, Microsoft Excel, Strategy, Social Media Marketing, Crushing, Electronics, Music, Color Printing, PowerPoint, Leadership, Microsoft Office, Strategic Partnerships, Fax, Morse Code, Typewriter, English, Compassion, Small Group..., After Dinner Speaking, Dual Focus
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Finance & Political Science Pre-Law, Finance, Middle Eastern Policy, Accounting, Business Statistics, Economics Calculus
Syracuse University 2010 — 2011
bs, finance and political science
NSONE Inc. April 2015 - Present
Cur Inc. October 2012 - Present
Clustrix, Inc. January 2014 - April 2015
GuideApp.us October 2013 - December 2014
Experian Data Quality December 2012 - December 2013
MassMutual Financial Group July 2012 - December 2012
Qualcomm Ventures January 2012 - July 2012
Merrill Lynch September 2011 - December 2011
Qualcomm June 2011 - September 2011
Eimburse December 2008 - January 2011
Skills
Business Development, Start-ups, Sales, Business Strategy, New Business Development, Partner Management, Business Analysis, Business Planning, Salesforce.com, Business Relationship..., Birthday Parties, Social Media, Management, Corporate Venturing, Relationship Management, Dance, Microsoft Excel, Strategy, Social Media Marketing, Crushing, Electronics, Music, Color Printing, PowerPoint, Leadership, Microsoft Office, Strategic Partnerships, Fax, Morse Code, Typewriter, English, Compassion, Small Group..., After Dinner Speaking, Dual Focus
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Finance & Political Science Pre-Law, Finance, Middle Eastern Policy, Accounting, Business Statistics, Economics Calculus
Syracuse University 2010 — 2011
bs, finance and political science
Greg Connors Greg Connors's MassMutual Financial Group Experience August 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
MassMutual Financial Group August 2013 - Present
DWC 1994 - 2012
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Wealth Management, 401k, Retirement, Estate Planning, Finance, Insurance, Financial Services, Financial Goals
Education
Saint Mary's College of California
MassMutual Financial Group August 2013 - Present
DWC 1994 - 2012
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Wealth Management, 401k, Retirement, Estate Planning, Finance, Insurance, Financial Services, Financial Goals
Education
Saint Mary's College of California
Jeanne Mai Jeanne Mai's MassMutual Financial Group Experience June 2014 - September 2014
Job NonProfit Membership and Marketing Professional
Industry Marketing and Advertising
Experience
bay.org October 2014 - Present
Jeanne Mai Consulting June 2014 - October 2014
MassMutual Financial Group June 2014 - September 2014
California Academy of Sciences April 2011 - May 2014
California Academy of Sciences August 2008 - April 2011
Talbots June 2004 - December 2005
Skills
Email Marketing, Marketing, Event Planning, Marketing Strategy, Event Management, Leadership, Museums, Nonprofits, Fundraising, Community Outreach, Product Marketing, Marketing Communications, Program Development, Social Media, Membership Development, Management, Project Planning, Graphic Design, Budgets, Blogging, Direct Mail, Customer Acquisition, Customer Retention, Integrated Marketing, Brand Management, Sales, Public Relations, Customer Service, Social Media Marketing, Web Design, Facebook, Public Speaking, Raiser's Edge
Education
University of California, Davis 2004 — 2008
Bachelor of Science (BS), Biological Sciences
San Francisco State University
Marketing, SEO, Advertising
bay.org October 2014 - Present
Jeanne Mai Consulting June 2014 - October 2014
MassMutual Financial Group June 2014 - September 2014
California Academy of Sciences April 2011 - May 2014
California Academy of Sciences August 2008 - April 2011
Talbots June 2004 - December 2005
Skills
Email Marketing, Marketing, Event Planning, Marketing Strategy, Event Management, Leadership, Museums, Nonprofits, Fundraising, Community Outreach, Product Marketing, Marketing Communications, Program Development, Social Media, Membership Development, Management, Project Planning, Graphic Design, Budgets, Blogging, Direct Mail, Customer Acquisition, Customer Retention, Integrated Marketing, Brand Management, Sales, Public Relations, Customer Service, Social Media Marketing, Web Design, Facebook, Public Speaking, Raiser's Edge
Education
University of California, Davis 2004 — 2008
Bachelor of Science (BS), Biological Sciences
San Francisco State University
Marketing, SEO, Advertising
Jerome Burton Jerome Burton's MassMutual Financial Group Experience June 2011 - July 2011
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2013 - Present
Edward Jones July 2012 - October 2012
Barnes & Noble College September 2007 - August 2012
Santa Clara University 2007 - June 2012
MassMutual Financial Group June 2011 - July 2011
Macy's December 2006 - May 2007
Education
Santa Clara University 2007 — 2011
Bachelor of Science, Commerce; Finance
Bellarmine College Preparatory 2003 — 2007
High School Diploma
Northwestern Mutual January 2013 - Present
Edward Jones July 2012 - October 2012
Barnes & Noble College September 2007 - August 2012
Santa Clara University 2007 - June 2012
MassMutual Financial Group June 2011 - July 2011
Macy's December 2006 - May 2007
Education
Santa Clara University 2007 — 2011
Bachelor of Science, Commerce; Finance
Bellarmine College Preparatory 2003 — 2007
High School Diploma
Edward Klyuchnik Edward Klyuchnik's MassMutual Financial Group Experience June 2010 - February 2013
Job Managing Director, Chairman at VSSNetwork, Inc & Vente Sales Solutions
Industry Marketing and Advertising
Experience
Vente Sales Solutions February 2014 - Present
Planet Construction February 2013 - February 2014
MassMutual Financial Group June 2010 - February 2013
Macy's May 2011 - January 2012
River City Trade Printers, INC October 2009 - February 2010
Safari Icon Travel October 2008 - June 2009
Skills
Sales Management, IT Solutions, Web Design, Graphic Design, Customer Service, Small Business, Sales, Servers, Information Technology, Marketing, New Business Development, Windows Server, Troubleshooting, Microsoft Office, Leadership, Social Media Marketing, Professional Driving
Education
Sacramento City College 2010 — 2011
Associate's degree, Computer/Information Technology Administration and Management
Grant Union High School 2006 — 2010
Diploma, Technology Specialist/Web Designer
Vente Sales Solutions February 2014 - Present
Planet Construction February 2013 - February 2014
MassMutual Financial Group June 2010 - February 2013
Macy's May 2011 - January 2012
River City Trade Printers, INC October 2009 - February 2010
Safari Icon Travel October 2008 - June 2009
Skills
Sales Management, IT Solutions, Web Design, Graphic Design, Customer Service, Small Business, Sales, Servers, Information Technology, Marketing, New Business Development, Windows Server, Troubleshooting, Microsoft Office, Leadership, Social Media Marketing, Professional Driving
Education
Sacramento City College 2010 — 2011
Associate's degree, Computer/Information Technology Administration and Management
Grant Union High School 2006 — 2010
Diploma, Technology Specialist/Web Designer
Alexander Berthiaume's MassMutual Financial Group Experience June 2015 - Present
Job Sales Insurance Advisor at The Hartford
Industry Insurance
Experience
MassMutual Financial Group June 2015 - Present
The Hartford April 2014 - October 2014
Hampden County Sheriff's Department June 2011 - September 2011
Education
Springfield College 2011 — 2013
Bachelor's Degree, Business Administration, Graduate
Saint Michael's College 2008 — 2010
Business Administration
MassMutual Financial Group June 2015 - Present
The Hartford April 2014 - October 2014
Hampden County Sheriff's Department June 2011 - September 2011
Education
Springfield College 2011 — 2013
Bachelor's Degree, Business Administration, Graduate
Saint Michael's College 2008 — 2010
Business Administration
Prez Palmer, MBA Prez Palmer, MBA's MassMutual Financial Group Experience December 2014 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Real Estate
Experience
MassMutual Financial Group December 2014 - Present
State of Connecticut August 2014 - Present
Connecticut General Assembly June 2014 - Present
Veterans of Foreign Wars June 2014 - Present
Sotheby's International Realty October 2013 - Present
Service Corps of Retired Executives (SCORE) July 2013 - Present
LegalShield Official February 2013 - Present
World Financial Group (WFG) January 2013 - Present
United Credit Education Services June 2012 - Present
Free & Accepted Masons, PHA 2011 - Present
Education
CalUniversity 2012 — 2014
Doctorate of Business Administration (DBA), Global Management & Leadership
J.Y. Monk Real Estate School 2011 — 2011
Real Estate, Real Estate
Keller Williams Real Estate School 2011 — 2011
Real Estate, Realtor Agent Training
University of Phoenix 2010 — 2011
MBA, Global Management & Accounting
Sacred Heart University 2003 — 2005
Bachelor of Arts, Business Administration & Finance
The University of Connecticut 1999 — 2001
Bachelor of Science, Computer Engineering
MassMutual Financial Group December 2014 - Present
State of Connecticut August 2014 - Present
Connecticut General Assembly June 2014 - Present
Veterans of Foreign Wars June 2014 - Present
Sotheby's International Realty October 2013 - Present
Service Corps of Retired Executives (SCORE) July 2013 - Present
LegalShield Official February 2013 - Present
World Financial Group (WFG) January 2013 - Present
United Credit Education Services June 2012 - Present
Free & Accepted Masons, PHA 2011 - Present
Education
CalUniversity 2012 — 2014
Doctorate of Business Administration (DBA), Global Management & Leadership
J.Y. Monk Real Estate School 2011 — 2011
Real Estate, Real Estate
Keller Williams Real Estate School 2011 — 2011
Real Estate, Realtor Agent Training
University of Phoenix 2010 — 2011
MBA, Global Management & Accounting
Sacred Heart University 2003 — 2005
Bachelor of Arts, Business Administration & Finance
The University of Connecticut 1999 — 2001
Bachelor of Science, Computer Engineering
Christina Reyes Christina Reyes's MassMutual Financial Group Experience March 2013 - June 2013
Job Office Manager at Virool
Industry Broadcast Media
Experience
Virool May 2015 - Present
WebDAM January 2015 - April 2015
BrightRoll ( Acquired by Yahoo!) September 2013 - January 2015
The Filipino Channel ABS-CBN June 2013 - September 2013
MassMutual Financial Group March 2013 - June 2013
The Sports Club/LA December 2011 - March 2013
Skills
Public Speaking, Public Relations, Editing, Social Networking, Blogging, Event Management, Customer Service, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Fundraising, EZNews, Salesforce.com, Cpr Certified, Millenium, CSI, Social Media, Post Production, Event Planning, Final Cut Pro, Facebook, Management, Recruiting, Creative Writing, Television, Video Editing, Video Production, Broadcast, Marketing, Photoshop, Storytelling, Digital Media, Journalism, Video, Advertising, Marketing Communications, Media Relations, New Media, Entertainment, WordPress, Radio, Broadcast Journalism, News Writing, Videography, Mac, Photography, Multimedia, Broadcast Television
Education
San Francisco State University 2007 — 2012
Bachelor of Arts (B.A.), Broadcast Journalism
CaliforniaLicense.com 2015 — 2015
Real Estate- License
Virool May 2015 - Present
WebDAM January 2015 - April 2015
BrightRoll ( Acquired by Yahoo!) September 2013 - January 2015
The Filipino Channel ABS-CBN June 2013 - September 2013
MassMutual Financial Group March 2013 - June 2013
The Sports Club/LA December 2011 - March 2013
Skills
Public Speaking, Public Relations, Editing, Social Networking, Blogging, Event Management, Customer Service, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Fundraising, EZNews, Salesforce.com, Cpr Certified, Millenium, CSI, Social Media, Post Production, Event Planning, Final Cut Pro, Facebook, Management, Recruiting, Creative Writing, Television, Video Editing, Video Production, Broadcast, Marketing, Photoshop, Storytelling, Digital Media, Journalism, Video, Advertising, Marketing Communications, Media Relations, New Media, Entertainment, WordPress, Radio, Broadcast Journalism, News Writing, Videography, Mac, Photography, Multimedia, Broadcast Television
Education
San Francisco State University 2007 — 2012
Bachelor of Arts (B.A.), Broadcast Journalism
CaliforniaLicense.com 2015 — 2015
Real Estate- License
Nicole Rowe Nicole Rowe's MassMutual Financial Group Experience April 2013 - January 2014
Job LegalShield Independent Associate Small Business & Group Benefits Specialist
Industry Legal Services
Experience
LegalShield, Independent Associate May 2015 - Present
MassMutual Financial Group April 2013 - January 2014
Skills
Public Speaking, Microsoft Office, Customer Service, Event Planning, Leadership, Retirement Planning, Life Insurance, Team Building, Social Networking, Research, Nonprofits, Investments, Insurance, Fixed Annuities, Disability Insurance
Education
Salem International University 2015 — 2016
Master of Business Administration (MBA), Sports and Recreation Management
Salem International University 2014 — 2015
Master of Business Administration (M.B.A.), International Business Management
West Virginia State University 1996 — 2001
Bachelor of Applied Science (BASc), Parks, Recreation and Leisure Studies
LegalShield, Independent Associate May 2015 - Present
MassMutual Financial Group April 2013 - January 2014
Skills
Public Speaking, Microsoft Office, Customer Service, Event Planning, Leadership, Retirement Planning, Life Insurance, Team Building, Social Networking, Research, Nonprofits, Investments, Insurance, Fixed Annuities, Disability Insurance
Education
Salem International University 2015 — 2016
Master of Business Administration (MBA), Sports and Recreation Management
Salem International University 2014 — 2015
Master of Business Administration (M.B.A.), International Business Management
West Virginia State University 1996 — 2001
Bachelor of Applied Science (BASc), Parks, Recreation and Leisure Studies
Gail Rife Gail Rife's MassMutual Financial Group Experience January 2008 - December 2012
Job Real Estate Agent at Gotham Realty, LLC
Industry Financial Services
Experience
Gotham Realty, LLC June 2014 - Present
Orange County Insurance and Broker Services December 2012 - Present
Beverly Hills Properties January 2013 - Present
MassMutual Financial Group January 2008 - December 2012
RE/Max Accord April 2002 - June 2008
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Retirement Planning, Insurance, Finance, Long-term Care, Real Estate, Investments, Financial Analysis, Asset Management, Program Management, Sales, Public Speaking, Marketing, Small Business, Residential Homes, Investors, Team Building, Strategic Planning, Financial Planning
Education
University of San Francisco 1978 — 1981
Bachelor of Business Administration (BBA), Finance, General
Santa Clara University 1977 — 1978
Business Administration and Management, General
Gotham Realty, LLC June 2014 - Present
Orange County Insurance and Broker Services December 2012 - Present
Beverly Hills Properties January 2013 - Present
MassMutual Financial Group January 2008 - December 2012
RE/Max Accord April 2002 - June 2008
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Retirement Planning, Insurance, Finance, Long-term Care, Real Estate, Investments, Financial Analysis, Asset Management, Program Management, Sales, Public Speaking, Marketing, Small Business, Residential Homes, Investors, Team Building, Strategic Planning, Financial Planning
Education
University of San Francisco 1978 — 1981
Bachelor of Business Administration (BBA), Finance, General
Santa Clara University 1977 — 1978
Business Administration and Management, General
Kandee Kirkman's MassMutual Financial Group Experience November 2013 - December 2013
Job Business Administrator, Consultant, Adviser, Analyst
Industry Human Resources
Experience
Argosy University March 2014 - Present
MassMutual Financial Group November 2013 - December 2013
Bankers Life and Casualty Company March 2013 - November 2013
Skills
Telephone Skills, Customer Service, Customer Satisfaction, At Multitasking, Time Management, Customer Retention, Small Business, Invoicing, Call Centers, Recruiting
Education
Argosy University-Phoenix Online Division 2014 — 2016
Bachelor of Business Administration (B.B.A.), Human Resources and Industrial Organizational Psychology, 4.0
Shasta College 1993 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Argosy University March 2014 - Present
MassMutual Financial Group November 2013 - December 2013
Bankers Life and Casualty Company March 2013 - November 2013
Skills
Telephone Skills, Customer Service, Customer Satisfaction, At Multitasking, Time Management, Customer Retention, Small Business, Invoicing, Call Centers, Recruiting
Education
Argosy University-Phoenix Online Division 2014 — 2016
Bachelor of Business Administration (B.B.A.), Human Resources and Industrial Organizational Psychology, 4.0
Shasta College 1993 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Lana Cox's MassMutual Financial Group Experience June 2009 - August 2011
Job Registered Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. August 2011 - Present
Red Bull July 2010 - September 2012
MassMutual Financial Group June 2009 - August 2011
Interbay Golf Center June 2009 - December 2010
Law Offices of Bernard A. Allen February 2006 - August 2008
Education
Seattle University 2008 — 2011
Bachelor of Arts in Business Administration, Finance, Economics
UBS Financial Services Inc. August 2011 - Present
Red Bull July 2010 - September 2012
MassMutual Financial Group June 2009 - August 2011
Interbay Golf Center June 2009 - December 2010
Law Offices of Bernard A. Allen February 2006 - August 2008
Education
Seattle University 2008 — 2011
Bachelor of Arts in Business Administration, Finance, Economics
Christina Brissette Christina Brissette's MassMutual Financial Group Experience September 2014 - Present
Job MassMutual
Industry Financial Services
Experience
MassMutual Financial Group September 2014 - Present
Northwestern Mutual June 2002 - September 2014
Skills
Disability Insurance, Finance, Coaching, Microsoft Excel, Insurance, Leadership
Education
Saint Anselm College 1998 — 2002
B.S., Psychology
Hillsboro-Deering
MassMutual Financial Group September 2014 - Present
Northwestern Mutual June 2002 - September 2014
Skills
Disability Insurance, Finance, Coaching, Microsoft Excel, Insurance, Leadership
Education
Saint Anselm College 1998 — 2002
B.S., Psychology
Hillsboro-Deering
Dryw Vanderelburg Dryw Vanderelburg's MassMutual Financial Group Experience October 2013 - December 2013
Job Assistant Account Manager at Integrated Business Maintenence
Industry Consumer Goods
Experience
Integrated Business Maintenence August 2015 - Present
Convergys May 2014 - Present
MassMutual Financial Group October 2013 - December 2013
Harmons Grocery February 2012 - October 2013
Harmons Grocery May 2011 - February 2012
Harmons Grocery August 2010 - May 2011
Harmons Grocery January 1997 - August 2010
Skills
Merchandising, Inventory Management, Retail, Customer Service, Profit, Grocery, Inventory Control, Food, Process Management, Training, Sales, Customer Satisfaction, Time Management, Sales Management, Team Building, Management, Leadership, Team Leadership, Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Microsoft Office, Project Management, Operations Management, Leadership Development, Data Entry, Data Analysis, Finance, Team Management, Employee Relations, Cold Calling, Coaching, Cashiering, P&L, Visual Merchandising, Employee Training, Public Speaking
Education
University of Utah 2008 — 2013
BS, Business Administration
University of Utah - David Eccles School of Business 2008 — 2013
Bachelor of science, Business Administration and Management, General
Salt Lake Community College 2001 — 2008
AS, Business
Salt Lake Community College
Integrated Business Maintenence August 2015 - Present
Convergys May 2014 - Present
MassMutual Financial Group October 2013 - December 2013
Harmons Grocery February 2012 - October 2013
Harmons Grocery May 2011 - February 2012
Harmons Grocery August 2010 - May 2011
Harmons Grocery January 1997 - August 2010
Skills
Merchandising, Inventory Management, Retail, Customer Service, Profit, Grocery, Inventory Control, Food, Process Management, Training, Sales, Customer Satisfaction, Time Management, Sales Management, Team Building, Management, Leadership, Team Leadership, Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Microsoft Office, Project Management, Operations Management, Leadership Development, Data Entry, Data Analysis, Finance, Team Management, Employee Relations, Cold Calling, Coaching, Cashiering, P&L, Visual Merchandising, Employee Training, Public Speaking
Education
University of Utah 2008 — 2013
BS, Business Administration
University of Utah - David Eccles School of Business 2008 — 2013
Bachelor of science, Business Administration and Management, General
Salt Lake Community College 2001 — 2008
AS, Business
Salt Lake Community College
John Casidsid John Casidsid's MassMutual Financial Group Experience September 2011 - December 2011
Job Account Coordinator at Zenefits
Industry Computer Software
Experience
Zenefits August 2015 - Present
Seastar Restaurant and Raw Bar August 2013 - June 2014
Liberty Mutual Insurance December 2013 - March 2014
Sigma Chi Fraternity June 2013 - March 2014
University of Washington October 2013 - December 2013
Restaurants Unlimited Inc. (RUI) September 2012 - December 2012
ABC Special Event Rentals by CORT June 2012 - September 2012
State Farm May 2012 - July 2012
MassMutual Financial Group September 2011 - December 2011
Skills
Customer Service, Leadership, Microsoft Word, Teamwork, Microsoft Excel, Financial Modeling, Budget Reconciliation, Strategic Consulting, Client Relations Skills, Process Optimization, Data Analysis, Market Research, Accounting
Education
University of Washington 2012 — 2015
Accounting & Information Systems
Seattle Pacific University 2010 — 2012
General Studies
Zenefits August 2015 - Present
Seastar Restaurant and Raw Bar August 2013 - June 2014
Liberty Mutual Insurance December 2013 - March 2014
Sigma Chi Fraternity June 2013 - March 2014
University of Washington October 2013 - December 2013
Restaurants Unlimited Inc. (RUI) September 2012 - December 2012
ABC Special Event Rentals by CORT June 2012 - September 2012
State Farm May 2012 - July 2012
MassMutual Financial Group September 2011 - December 2011
Skills
Customer Service, Leadership, Microsoft Word, Teamwork, Microsoft Excel, Financial Modeling, Budget Reconciliation, Strategic Consulting, Client Relations Skills, Process Optimization, Data Analysis, Market Research, Accounting
Education
University of Washington 2012 — 2015
Accounting & Information Systems
Seattle Pacific University 2010 — 2012
General Studies
Corey L. Basehore, CFP, ChFC, CLU, AIF Corey L. Basehore, CFP, ChFC, CLU, AIF's MassMutual Financial Group Experience August 2012 - Present
Job Partner at Polaris Advisors
Industry Financial Services
Experience
MassMutual Financial Group August 2012 - Present
Polaris Advisors October 1996 - Present
Skills
Wealth Preservation..., Wealth Management, Retirement Planning, College Education..., Inventory Management, Financial Risk..., Strategic Financial...
Education
Shippensburg University of Pennsylvania 1993 — 1996
Finance
MassMutual Financial Group August 2012 - Present
Polaris Advisors October 1996 - Present
Skills
Wealth Preservation..., Wealth Management, Retirement Planning, College Education..., Inventory Management, Financial Risk..., Strategic Financial...
Education
Shippensburg University of Pennsylvania 1993 — 1996
Finance
Zachary Wagner Zachary Wagner's MassMutual Financial Group Experience March 2013 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group March 2013 - Present
Skills
Disability Insurance, Finance, Financial Services, Insurance, Long Term Care Insurance, Marketing, Retirement, Sales
Education
Salisbury University - Perdue School of Business 2008 — 2012
B.S. Marketing
Salisbury University
Bachelor of Science (B.S.), Marketing
MassMutual Financial Group March 2013 - Present
Skills
Disability Insurance, Finance, Financial Services, Insurance, Long Term Care Insurance, Marketing, Retirement, Sales
Education
Salisbury University - Perdue School of Business 2008 — 2012
B.S. Marketing
Salisbury University
Bachelor of Science (B.S.), Marketing
Gretchen Warner Gretchen Warner's MassMutual Financial Group Experience January 2008 - Present
Job Executive Administrative Assistant MassMutual
Industry Financial Services
Experience
MassMutual Financial Group January 2008 - Present
Market Mentors 2007 - January 2008
New England Promotional Marketing NEPM 2005 - 2007
WMAS Radio 2000 - 2007
WHYN Radio 1994 - 2000
Spalding Sports Worldwide 1990 - 1996
Hano Business Forms 1988 - 1990
Skills
Outlook, Administrative Support, Customer Service, PowerPoint, Excel, Word, Customer Relations, Scheduling, Microsoft Office, Budgeting, Event Planning, Supervisory Skills, Vendor Management, Event Management, SAP, Insurance, Social Networking, Promotions, Advertising, Public Relations, Social Media, Marketing Communications, Sales Management, Administration, Media Relations, Data Entry, Accounting, Telephone Skills, Employee Benefits
Education
Salem State University 1977 — 1978
Minnechaug Regional High School 1977 — 1977
HS Diploma, Business
Springfield Technical Community College
Virtual Assistant/Entrepreneurship
MassMutual Financial Group January 2008 - Present
Market Mentors 2007 - January 2008
New England Promotional Marketing NEPM 2005 - 2007
WMAS Radio 2000 - 2007
WHYN Radio 1994 - 2000
Spalding Sports Worldwide 1990 - 1996
Hano Business Forms 1988 - 1990
Skills
Outlook, Administrative Support, Customer Service, PowerPoint, Excel, Word, Customer Relations, Scheduling, Microsoft Office, Budgeting, Event Planning, Supervisory Skills, Vendor Management, Event Management, SAP, Insurance, Social Networking, Promotions, Advertising, Public Relations, Social Media, Marketing Communications, Sales Management, Administration, Media Relations, Data Entry, Accounting, Telephone Skills, Employee Benefits
Education
Salem State University 1977 — 1978
Minnechaug Regional High School 1977 — 1977
HS Diploma, Business
Springfield Technical Community College
Virtual Assistant/Entrepreneurship
Yuqing (Elsie) Lei Yuqing (Elsie) Lei's MassMutual Financial Group Experience January 2010 - February 2010
Job Newly graduate at State University of New York at buffaloSchool of Management
Industry Banking
Experience
Standard Chartered Bank September 2010 - March 2011
HSBC July 2010 - August 2010
MassMutual Financial Group January 2010 - February 2010
Yangtze January 2009 - August 2009
Skills
Eviews, Fixed Income, Mandarin, Financial Modeling, Chinese, Financial Analysis, Derivatives, Corporate Finance, Valuation, SAS, Bloomberg, Data Analysis, Securities, Microsoft Excel, Risk Management, Microsoft Office, Monte Carlo Simulation, Investment Banking
Education
State University of New York at Buffalo - School of Management 2011 — 2012
Master, Finance, 3.8
Shanghai University of Finance and Economics 2007 — 2011
Bachelor of Arts, Economic Journalism & Finance, 3.7
Standard Chartered Bank September 2010 - March 2011
HSBC July 2010 - August 2010
MassMutual Financial Group January 2010 - February 2010
Yangtze January 2009 - August 2009
Skills
Eviews, Fixed Income, Mandarin, Financial Modeling, Chinese, Financial Analysis, Derivatives, Corporate Finance, Valuation, SAS, Bloomberg, Data Analysis, Securities, Microsoft Excel, Risk Management, Microsoft Office, Monte Carlo Simulation, Investment Banking
Education
State University of New York at Buffalo - School of Management 2011 — 2012
Master, Finance, 3.8
Shanghai University of Finance and Economics 2007 — 2011
Bachelor of Arts, Economic Journalism & Finance, 3.7
Dennis Lyftogt Dennis Lyftogt's MassMutual Financial Group Experience June 2009 - December 2010
Job Consultant, Go To Market Strategy & Execution
Industry Information Technology and Services
Experience
Cleantech Open June 2014 - Present
Del Oro Consulting, Inc. @ Cisco Systems December 2013 - Present
Nashville Entrepreneur Center April 2012 - May 2013
Jumpstart Foundry April 2011 - May 2013
Capital Financial Group, LLC December 2010 - April 2011
MassMutual Financial Group June 2009 - December 2010
Saint Mary's College of California March 2009 - October 2010
A.S.A.P. (Association of Strategic Alliance Professionals) January 2009 - September 2010
SolarTech 2009 - 2010
Forrester Research, Inc. October 2004 - November 2007
Skills
New Business Development, Value-based Selling, Complex Sales, Business Relationship..., Territory Planning, Partnership Strategy, Management Consulting, Major Accounts, Global Alliances, Technology Partnerships, Value Based Selling, Executive Level Selling, Business Strategy, Strategic Planning, Marketing Strategy, Marketing Research, Channel Partners, Channel Creation, Building Alliances, Business Alliances, Strategic Partnerships, Partnership Development, Partnership Management, Sales Pipeline..., Startup Consulting, Mentoring, Entrepreneurship, Commercialization, Alliances, Entrepreneur, Consultative Selling, SaaS, Direct Sales, Channel, Strategy Development, Sales Operations, Contract Negotiations, Sales Process, Account Management, International Business, Solution Selling, Start-ups, Key Account Management, Cloud Computing, Market Research, Sales Management, Public Speaking, Social Networking, Cross-functional Team..., Client Development
Education
Saint Mary's College of California 1981 — 1982
Executive Masters (EMBA)
South Dakota School of Mines and Technology 1966 — 1970
B.S.
Huron High School
Cleantech Open June 2014 - Present
Del Oro Consulting, Inc. @ Cisco Systems December 2013 - Present
Nashville Entrepreneur Center April 2012 - May 2013
Jumpstart Foundry April 2011 - May 2013
Capital Financial Group, LLC December 2010 - April 2011
MassMutual Financial Group June 2009 - December 2010
Saint Mary's College of California March 2009 - October 2010
A.S.A.P. (Association of Strategic Alliance Professionals) January 2009 - September 2010
SolarTech 2009 - 2010
Forrester Research, Inc. October 2004 - November 2007
Skills
New Business Development, Value-based Selling, Complex Sales, Business Relationship..., Territory Planning, Partnership Strategy, Management Consulting, Major Accounts, Global Alliances, Technology Partnerships, Value Based Selling, Executive Level Selling, Business Strategy, Strategic Planning, Marketing Strategy, Marketing Research, Channel Partners, Channel Creation, Building Alliances, Business Alliances, Strategic Partnerships, Partnership Development, Partnership Management, Sales Pipeline..., Startup Consulting, Mentoring, Entrepreneurship, Commercialization, Alliances, Entrepreneur, Consultative Selling, SaaS, Direct Sales, Channel, Strategy Development, Sales Operations, Contract Negotiations, Sales Process, Account Management, International Business, Solution Selling, Start-ups, Key Account Management, Cloud Computing, Market Research, Sales Management, Public Speaking, Social Networking, Cross-functional Team..., Client Development
Education
Saint Mary's College of California 1981 — 1982
Executive Masters (EMBA)
South Dakota School of Mines and Technology 1966 — 1970
B.S.
Huron High School
Stephen Braase Stephen Braase's MassMutual Financial Group Experience April 2013 - October 2013
Job Financial Services Representative
Industry Financial Services
Experience
MassMutual Financial Group April 2013 - October 2013
Skills
PowerPoint, Word, Microsoft Office, Customer Service, Excel
Education
Salisbury University - Perdue School of Business 2008 — 2012
Bachelor of Arts (B.A.), Marketing
Calvert Hall 2004 — 2008
MassMutual Financial Group April 2013 - October 2013
Skills
PowerPoint, Word, Microsoft Office, Customer Service, Excel
Education
Salisbury University - Perdue School of Business 2008 — 2012
Bachelor of Arts (B.A.), Marketing
Calvert Hall 2004 — 2008
Masaaki Oishi Masaaki Oishi's MassMutual Financial Group Experience October 2011 - April 2012
Job Import Operations at Expeditors
Industry Logistics and Supply Chain
Experience
Expeditors January 2015 - Present
Expeditors July 2014 - January 2015
Business Innovation Service August 2012 - June 2014
EMLABO Co., Ltd. May 2013 - May 2014
Moody's Japan October 2012 - December 2013
MassMutual Financial Group October 2011 - April 2012
Launch-Way January 2011 - June 2011
Redeeming Soles September 2010 - June 2011
Seattle University: Connolly Center September 2010 - June 2011
Crudele & DeLima, Attorneys August 2008 - September 2008
Skills
Fluent in Japanese, Non-profit Development, Entrepreneurship, Project Proposal Writing, Project Management, Organizational..., Market Research, Financial Service Field, Proposal Writing, Customer Service, Business Development, Financial Services, Fundraising, Start-ups, Management, Business Planning, Negotiation, Analysis, Nonprofits, Online Marketing, Social Networking, Research, Public Speaking, Process Improvement, Budgets, Team Building, Advertising, Program Management, Strategic Planning, Marketing Strategy, Microsoft Office, Consulting, Finance, CRM, Management Consulting, Leadership Development, Coaching, Change Management, Training, Strategy, Team Leadership, Leadership, Data Analysis, Risk Management, Marketing
Education
University of Redlands 2014 — 2016
Master of Business Administration (MBA), Finance
Seattle University 2007 — 2011
BA, Finance / Entrepreneurship
Expeditors January 2015 - Present
Expeditors July 2014 - January 2015
Business Innovation Service August 2012 - June 2014
EMLABO Co., Ltd. May 2013 - May 2014
Moody's Japan October 2012 - December 2013
MassMutual Financial Group October 2011 - April 2012
Launch-Way January 2011 - June 2011
Redeeming Soles September 2010 - June 2011
Seattle University: Connolly Center September 2010 - June 2011
Crudele & DeLima, Attorneys August 2008 - September 2008
Skills
Fluent in Japanese, Non-profit Development, Entrepreneurship, Project Proposal Writing, Project Management, Organizational..., Market Research, Financial Service Field, Proposal Writing, Customer Service, Business Development, Financial Services, Fundraising, Start-ups, Management, Business Planning, Negotiation, Analysis, Nonprofits, Online Marketing, Social Networking, Research, Public Speaking, Process Improvement, Budgets, Team Building, Advertising, Program Management, Strategic Planning, Marketing Strategy, Microsoft Office, Consulting, Finance, CRM, Management Consulting, Leadership Development, Coaching, Change Management, Training, Strategy, Team Leadership, Leadership, Data Analysis, Risk Management, Marketing
Education
University of Redlands 2014 — 2016
Master of Business Administration (MBA), Finance
Seattle University 2007 — 2011
BA, Finance / Entrepreneurship
Brandon Baldyga Brandon Baldyga's MassMutual Financial Group Experience October 2011 - January 2012
Job Underwriter Embrace Home Loans
Industry Real Estate
Experience
Embrace Home Loans February 2012 - Present
MassMutual Financial Group October 2011 - January 2012
Embrace Home Loans September 2009 - September 2011
Skills
Real Estate, Customer Service, Customer Relations, Compliance, Credit, Financial Analysis, VA loans, FHA financing, Team Building, Loan Origination, Leadership, Loans, Management, Mortgage Lending, Public Speaking, Microsoft Excel, Refinance, Residential Mortgages, Mortgage Banking, FHA, Credit Analysis, Debt Consolidation
Education
Salve Regina University 2009 — 2011
Masters, MBA
Salve Regina University 2005 — 2009
BS, Business Administration
Embrace Home Loans February 2012 - Present
MassMutual Financial Group October 2011 - January 2012
Embrace Home Loans September 2009 - September 2011
Skills
Real Estate, Customer Service, Customer Relations, Compliance, Credit, Financial Analysis, VA loans, FHA financing, Team Building, Loan Origination, Leadership, Loans, Management, Mortgage Lending, Public Speaking, Microsoft Excel, Refinance, Residential Mortgages, Mortgage Banking, FHA, Credit Analysis, Debt Consolidation
Education
Salve Regina University 2009 — 2011
Masters, MBA
Salve Regina University 2005 — 2009
BS, Business Administration
Jennifer Coy's MassMutual Financial Group Experience June 2009 - November 2009
Job Technical Recruiting at Lending Club
Industry Staffing and Recruiting
Experience
Lending Club May 2014 - Present
Cypress HCM March 2013 - May 2014
Cypress HCM February 2012 - March 2013
BV Capital June 2011 - December 2011
Apercen Partners LLC January 2010 - June 2011
MassMutual Financial Group June 2009 - November 2009
Skills
Applicant Tracking..., Staffing Services, Recruiting, Technical Recruiting, Internet Recruiting, Talent Acquisition, Cold Calling, College Recruiting, Contract Recruitment, Screening Resumes, Personnel Management, Sourcing, Executive Search, Human Resources, Taleo, Benefits Negotiation, Temporary Placement, Social Networking, Resume Writing, Onboarding, Sales, Permanent Placement, Information Technology, Interviews, Screening, CRM, Talent Management, Staff Augmentation, Building Relationships, Business Development, PeopleSoft, Salesforce.com, Vendor Management, Networking, SDLC, Leadership, Management, Consulting, Lead Generation, Account Management, Training, SaaS
Education
Saint Mary's College of California 2005 — 2009
BS, Psychology
Lending Club May 2014 - Present
Cypress HCM March 2013 - May 2014
Cypress HCM February 2012 - March 2013
BV Capital June 2011 - December 2011
Apercen Partners LLC January 2010 - June 2011
MassMutual Financial Group June 2009 - November 2009
Skills
Applicant Tracking..., Staffing Services, Recruiting, Technical Recruiting, Internet Recruiting, Talent Acquisition, Cold Calling, College Recruiting, Contract Recruitment, Screening Resumes, Personnel Management, Sourcing, Executive Search, Human Resources, Taleo, Benefits Negotiation, Temporary Placement, Social Networking, Resume Writing, Onboarding, Sales, Permanent Placement, Information Technology, Interviews, Screening, CRM, Talent Management, Staff Augmentation, Building Relationships, Business Development, PeopleSoft, Salesforce.com, Vendor Management, Networking, SDLC, Leadership, Management, Consulting, Lead Generation, Account Management, Training, SaaS
Education
Saint Mary's College of California 2005 — 2009
BS, Psychology
Chad McDonald Chad McDonald's MassMutual Financial Group Experience April 2009 - April 2012
Job CRM Group
Industry Financial Services
Experience
CRM Group, LLC March 2015 - Present
Northwestern Mutual April 2012 - March 2015
MassMutual Financial Group April 2009 - April 2012
Tokyo Electron July 1990 - March 2009
Micron Technology 1998 - 2009
TEL 1990 - 2009
Tokyo Electron America 1990 - 2008
Zilog 1994 - 2000
Varian Associates 1990 - 1994
Varian Semiconductor 1990 - 1994
Skills
Electronics, Electrician, Semiconductor Equipment, Semiconductor..., Electrical, Disability Insurance, Automation, Long-term Care, Life Insurance, Fixed Annuities, Finance, Insurance, Employee Benefits, Semiconductors, Financial Services, Electricians, Long Term Care Insurance, Process Engineering, Retirement, Customer Service, Strategic Planning, Leadership
Education
DeVry Institute of Technology 1986 — 1990
BS, EET
Salt Lake Community College 1982 — 1983
Major, Electricity
Grand County High School 1978 — 1982
GED
CRM Group, LLC March 2015 - Present
Northwestern Mutual April 2012 - March 2015
MassMutual Financial Group April 2009 - April 2012
Tokyo Electron July 1990 - March 2009
Micron Technology 1998 - 2009
TEL 1990 - 2009
Tokyo Electron America 1990 - 2008
Zilog 1994 - 2000
Varian Associates 1990 - 1994
Varian Semiconductor 1990 - 1994
Skills
Electronics, Electrician, Semiconductor Equipment, Semiconductor..., Electrical, Disability Insurance, Automation, Long-term Care, Life Insurance, Fixed Annuities, Finance, Insurance, Employee Benefits, Semiconductors, Financial Services, Electricians, Long Term Care Insurance, Process Engineering, Retirement, Customer Service, Strategic Planning, Leadership
Education
DeVry Institute of Technology 1986 — 1990
BS, EET
Salt Lake Community College 1982 — 1983
Major, Electricity
Grand County High School 1978 — 1982
GED
Sara Taheri Sara Taheri's MassMutual Financial Group Experience November 2014 - Present
Job Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 2014 - Present
MassMutual Financial Group January 2014 - November 2014
MassMutual Financial Group January 2011 - January 2014
MassMutual Financial Group June 2007 - January 2011
Government of Canada August 2004 - June 2007
Skills
Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, SDLC, Visio, SharePoint, Vendor Management, Process Improvement, Agile Methodologies, Persuasion, Quality Center, Software Project..., Data Warehousing, User Acceptance Testing, Systems Analysis, Business Intelligence, Software Documentation, Data Modeling, SQL, Access, Insurance, Financial Services, Cognos, Data Analysis, Business Process..., Business Process Mapping, Agile Project Management, Waterfall, Testing, Use Case Analysis, Business Process, Requirements..., Coaching, Mentoring
Education
Saint Mary's University 1997 — 2001
Bachelor of Commerce (BCom), Computer/Information Technology Administration and Management
MassMutual Financial Group November 2014 - Present
MassMutual Financial Group January 2014 - November 2014
MassMutual Financial Group January 2011 - January 2014
MassMutual Financial Group June 2007 - January 2011
Government of Canada August 2004 - June 2007
Skills
Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, SDLC, Visio, SharePoint, Vendor Management, Process Improvement, Agile Methodologies, Persuasion, Quality Center, Software Project..., Data Warehousing, User Acceptance Testing, Systems Analysis, Business Intelligence, Software Documentation, Data Modeling, SQL, Access, Insurance, Financial Services, Cognos, Data Analysis, Business Process..., Business Process Mapping, Agile Project Management, Waterfall, Testing, Use Case Analysis, Business Process, Requirements..., Coaching, Mentoring
Education
Saint Mary's University 1997 — 2001
Bachelor of Commerce (BCom), Computer/Information Technology Administration and Management
Zi Ye Zi Ye's MassMutual Financial Group Experience June 2012 - June 2013
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte September 2015 - Present
Theo Chocolate January 2015 - August 2015
Amazon March 2014 - September 2014
SafeWorks, LLC June 2013 - September 2013
Pacific Northwest Diabetes Research Institute April 2013 - July 2013
MassMutual Financial Group June 2012 - June 2013
Shanghai HuShengCheng Certified Public Accountants Co., Ltd April 2011 - September 2011
Children's Alliance January 2010 - August 2011
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, PowerPoint, Financial Reporting, Microsoft Word, Data Analysis, Financial Accounting, Mandarin, QuickBooks, Corporate Finance, US GAAP, Leadership, Account Reconciliation, Accounts Payable
Education
Seattle University 2011 — 2014
Master of Professional Accounting-Business Valuation Specialization, Business, 3.5
Shanghai International Studies University 2006 — 2010
Bachelor of Arts (BA), English Language and Literature, General - Minor in International Economy and Trade
Deloitte September 2015 - Present
Theo Chocolate January 2015 - August 2015
Amazon March 2014 - September 2014
SafeWorks, LLC June 2013 - September 2013
Pacific Northwest Diabetes Research Institute April 2013 - July 2013
MassMutual Financial Group June 2012 - June 2013
Shanghai HuShengCheng Certified Public Accountants Co., Ltd April 2011 - September 2011
Children's Alliance January 2010 - August 2011
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, PowerPoint, Financial Reporting, Microsoft Word, Data Analysis, Financial Accounting, Mandarin, QuickBooks, Corporate Finance, US GAAP, Leadership, Account Reconciliation, Accounts Payable
Education
Seattle University 2011 — 2014
Master of Professional Accounting-Business Valuation Specialization, Business, 3.5
Shanghai International Studies University 2006 — 2010
Bachelor of Arts (BA), English Language and Literature, General - Minor in International Economy and Trade
Carrie McKay-Vallone Carrie McKay-Vallone's MassMutual Financial Group Experience 1992 - 1994
Job Vice President Channel Integration Manager
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch 2004 - July 2015
Merrill Lynch Insurance Group 1994 - 1997
MassMutual Financial Group 1992 - 1994
Skills
Series 7, Investments, Project Management, Strategic Financial..., Relationship Management, Process Improvement, Business Relationship..., Retirement, Insurance, Change Management, Salesforce.com, Financial Modeling
Education
North Adams State
Sawyer School
Business Administration and Management, General
Merrill Lynch July 2015 - Present
Merrill Lynch 2004 - July 2015
Merrill Lynch Insurance Group 1994 - 1997
MassMutual Financial Group 1992 - 1994
Skills
Series 7, Investments, Project Management, Strategic Financial..., Relationship Management, Process Improvement, Business Relationship..., Retirement, Insurance, Change Management, Salesforce.com, Financial Modeling
Education
North Adams State
Sawyer School
Business Administration and Management, General
Donald E. Brown, MBA, CLU, ChFC, CFP Donald E. Brown, MBA, CLU, ChFC, CFP's MassMutual Financial Group Experience February 1990 - July 2008
Job Partner, Blue Rock Advisors LLC
Industry Financial Services
Experience
Blue Rock Advisors LLC July 2008 - Present
Nickelback Sports Advisory LLC January 2013 - Present
Forsyth Country Day School - Winston-Salem 2006 - 2013
MassMutual Financial Group February 1990 - July 2008
Robinson-Humphrey May 1985 - February 1990
St. Louis Football Cardinals July 1978 - March 1985
Skills
Series 7, Asset Allocation, Wealth Management, Financial Analysis, Coaching, Estate Planning, Finance, Due Diligence, Alternative Investments, Credit, Financial Modeling, Sports, Asset Management, Portfolio Management, Mergers & Acquisitions, Insurance, Mutual Funds, Professional Athletes,..., Investment Strategies, Investment Advisory, 401k, Executive Management, Retirement, Series 63, Long-term Care, Small Business, Cash Management, Marketing
Education
Saint Louis University 1978 — 1980
MBA, Finance and Marketing
Wake Forest University 1975 — 1976
MA in Education, Counseling
Wake Forest University 1969 — 1973
BS, Mathematics
Blue Rock Advisors LLC July 2008 - Present
Nickelback Sports Advisory LLC January 2013 - Present
Forsyth Country Day School - Winston-Salem 2006 - 2013
MassMutual Financial Group February 1990 - July 2008
Robinson-Humphrey May 1985 - February 1990
St. Louis Football Cardinals July 1978 - March 1985
Skills
Series 7, Asset Allocation, Wealth Management, Financial Analysis, Coaching, Estate Planning, Finance, Due Diligence, Alternative Investments, Credit, Financial Modeling, Sports, Asset Management, Portfolio Management, Mergers & Acquisitions, Insurance, Mutual Funds, Professional Athletes,..., Investment Strategies, Investment Advisory, 401k, Executive Management, Retirement, Series 63, Long-term Care, Small Business, Cash Management, Marketing
Education
Saint Louis University 1978 — 1980
MBA, Finance and Marketing
Wake Forest University 1975 — 1976
MA in Education, Counseling
Wake Forest University 1969 — 1973
BS, Mathematics
Krystin Hedges Krystin Hedges's MassMutual Financial Group Experience March 2013 - Present
Job Investment Change Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group March 2013 - Present
MassMutual Financial Group March 2011 - Present
MassMutual Financial Group March 2012 - March 2013
MassMutual Financial Group March 2011 - March 2012
Skills
Financial Analysis, Finance, Financial Services, Insurance, Analysis, Financial Planning
Education
Salem State University 2007 — 2009
Bachelor's degree, Psychology
MassMutual Financial Group March 2013 - Present
MassMutual Financial Group March 2011 - Present
MassMutual Financial Group March 2012 - March 2013
MassMutual Financial Group March 2011 - March 2012
Skills
Financial Analysis, Finance, Financial Services, Insurance, Analysis, Financial Planning
Education
Salem State University 2007 — 2009
Bachelor's degree, Psychology
Frank Ku Frank Ku's MassMutual Financial Group Experience September 2013 - Present
Job Financial Services Professional at MassMutual Financial Group Silicon Valley
Industry Financial Services
Experience
MassMutual Financial Group September 2013 - Present
Macy's December 2011 - July 2013
Skills
Retail Sales, Customer Service, Event Planning, Teamwork, Team Leadership, Sales Management, Time Management, Retail, Sales, Insurance
Education
San Jose State University 2008 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Concord High School 2004 — 2008
High School Diploma
MassMutual Financial Group September 2013 - Present
Macy's December 2011 - July 2013
Skills
Retail Sales, Customer Service, Event Planning, Teamwork, Team Leadership, Sales Management, Time Management, Retail, Sales, Insurance
Education
San Jose State University 2008 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Concord High School 2004 — 2008
High School Diploma
Natasha Hernandez Natasha Hernandez's MassMutual Financial Group Experience 2011 - 2012
Job Employee Experience Coordinator at Twilio Inc.
Industry Performing Arts
Experience
Twilio Inc. July 2015 - Present
STYLE FREE Entertainment January 2012 - Present
Twilio, Inc. September 2014 - July 2015
Twilio, Inc. October 2013 - September 2014
tenandtwo November 2012 - May 2013
MassMutual Financial Group 2011 - 2012
Zeff Capital Partners May 2008 - June 2010
Skills
DJ, Music Production, Video Production, Social Media Strategist, Clerical Skills, Office Administration, Communication Skills, Organizational..., Networking, Relationship Management, Microsoft Excel, Microsoft Word, Administrative..., Friendly Personality, Energetic team player, Time Management, Can Do Approach, Problem Solving, Event Planning, Proficient Typing Skills, Positive Personality, Listening to customers, Customer Service, Determination to Succeed, Public Speaking, Communication, Social Media Marketing, PowerPoint, Leadership, Facebook, Social Networking, Microsoft Office, Social Media
Education
San Francisco State University 2006 — 2013
Deer Valley High School
Twilio Inc. July 2015 - Present
STYLE FREE Entertainment January 2012 - Present
Twilio, Inc. September 2014 - July 2015
Twilio, Inc. October 2013 - September 2014
tenandtwo November 2012 - May 2013
MassMutual Financial Group 2011 - 2012
Zeff Capital Partners May 2008 - June 2010
Skills
DJ, Music Production, Video Production, Social Media Strategist, Clerical Skills, Office Administration, Communication Skills, Organizational..., Networking, Relationship Management, Microsoft Excel, Microsoft Word, Administrative..., Friendly Personality, Energetic team player, Time Management, Can Do Approach, Problem Solving, Event Planning, Proficient Typing Skills, Positive Personality, Listening to customers, Customer Service, Determination to Succeed, Public Speaking, Communication, Social Media Marketing, PowerPoint, Leadership, Facebook, Social Networking, Microsoft Office, Social Media
Education
San Francisco State University 2006 — 2013
Deer Valley High School
T.J. Shaughnessy, CLU T.J. Shaughnessy, CLU's MassMutual Financial Group Experience October 1976 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 1976 - Present
Skills
Disability Insurance, Securities, Investments, Life Insurance, Term Life Insurance, Long Term Care Insurance, Small Business, Fixed Annuities, Retirement, Retirement Planning, Employee Benefits, Whole Life, Financial Analysis, Variable Annuities
Education
University of New Hampshire 1973 — 1976
Bachelor of Applied Science (B.A.Sc.)
Saint Anselm College 1971 — 1972
MassMutual Financial Group October 1976 - Present
Skills
Disability Insurance, Securities, Investments, Life Insurance, Term Life Insurance, Long Term Care Insurance, Small Business, Fixed Annuities, Retirement, Retirement Planning, Employee Benefits, Whole Life, Financial Analysis, Variable Annuities
Education
University of New Hampshire 1973 — 1976
Bachelor of Applied Science (B.A.Sc.)
Saint Anselm College 1971 — 1972
Reo Alderman Reo Alderman's MassMutual Financial Group Experience January 2000 - January 2001
Job Accredited Investment Fiduciary
Industry Financial Services
Experience
Bayview Benefits January 2000 - Present
MassMutual Financial Group January 2000 - January 2001
Skills
Sales Management, Investments, Retirement Planning, Fixed Annuities, Customer Service
Education
State University of New York College at Plattsburgh 1988 — 1991
BS, International Business
Schiller International University 1990 — 1990
International Business and Finance
State University of New York College of Agriculture and Technology at Morrisville 1986 — 1988
Brighton High School
Bayview Benefits January 2000 - Present
MassMutual Financial Group January 2000 - January 2001
Skills
Sales Management, Investments, Retirement Planning, Fixed Annuities, Customer Service
Education
State University of New York College at Plattsburgh 1988 — 1991
BS, International Business
Schiller International University 1990 — 1990
International Business and Finance
State University of New York College of Agriculture and Technology at Morrisville 1986 — 1988
Brighton High School
John Luksa John Luksa's MassMutual Financial Group Experience 2001 - 2006
Job Vice President, Sales
Industry Insurance
Experience
Accordia Life May 2014 - Present
Aviva USA January 2008 - May 2014
Foresters 2006 - 2008
MassMutual Financial Group 2001 - 2006
MONY 1995 - 2001
Skills
Insurance, Life Insurance, Retirement Planning, Health Insurance, Fixed Annuities
Education
San Diego State University-California State University 1990 — 1995
BA, Public Administration
Rim of World Highschool 1987 — 1990
Accordia Life May 2014 - Present
Aviva USA January 2008 - May 2014
Foresters 2006 - 2008
MassMutual Financial Group 2001 - 2006
MONY 1995 - 2001
Skills
Insurance, Life Insurance, Retirement Planning, Health Insurance, Fixed Annuities
Education
San Diego State University-California State University 1990 — 1995
BA, Public Administration
Rim of World Highschool 1987 — 1990
Shun Suzuki Shun Suzuki's MassMutual Financial Group Experience September 2009 - May 2011
Job Technology startup
Industry Information Technology and Services
Experience
Rydus Global, Inc. July 2015 - Present
Aflac July 2014 - Present
New York Life Insurance Company May 2011 - October 2013
MassMutual Financial Group September 2009 - May 2011
Westside Brokers November 2008 - January 2010
World Financial Group April 2006 - September 2009
Diamond Lenders 2007 - 2008
Keller Williams Realty Brentwood 2006 - 2007
Hayashi Syndication Group 2004 - 2005
United Television Systems April 2002 - October 2004
Skills
Real Estate, New Business Development, Single Family Homes, Finance, Short Sales, Condos, Foreclosures, Real Estate Transactions, Insurance, Residential Homes, Sellers, Retirement, Relocation, Commercial Real Estate, First Time Home Buyers, Estate Planning, Life Insurance, REO, Selling, Investment Properties, Marketing, Property, Real Estate Development, Investments, Small Business, Negotiation, Mortgage Lending, Strategic Planning, Investors, Referrals, Brokerage, FHA, Loans, Real Estate Economics, Real Estate Financing, Financial Services, Refinance, Underwriting, Sales
Education
Santa Barbara City College 1981 — 1982
Electronic Music, Computer Science
San Diego State University-California State University 1979 — 1981
Linguisitics
University of California San Diego 1978 — 1979
Linguisitics
Rydus Global, Inc. July 2015 - Present
Aflac July 2014 - Present
New York Life Insurance Company May 2011 - October 2013
MassMutual Financial Group September 2009 - May 2011
Westside Brokers November 2008 - January 2010
World Financial Group April 2006 - September 2009
Diamond Lenders 2007 - 2008
Keller Williams Realty Brentwood 2006 - 2007
Hayashi Syndication Group 2004 - 2005
United Television Systems April 2002 - October 2004
Skills
Real Estate, New Business Development, Single Family Homes, Finance, Short Sales, Condos, Foreclosures, Real Estate Transactions, Insurance, Residential Homes, Sellers, Retirement, Relocation, Commercial Real Estate, First Time Home Buyers, Estate Planning, Life Insurance, REO, Selling, Investment Properties, Marketing, Property, Real Estate Development, Investments, Small Business, Negotiation, Mortgage Lending, Strategic Planning, Investors, Referrals, Brokerage, FHA, Loans, Real Estate Economics, Real Estate Financing, Financial Services, Refinance, Underwriting, Sales
Education
Santa Barbara City College 1981 — 1982
Electronic Music, Computer Science
San Diego State University-California State University 1979 — 1981
Linguisitics
University of California San Diego 1978 — 1979
Linguisitics
Dechen Deng's MassMutual Financial Group Experience July 2011 - August 2011
Job Research Assistant at TCL Multimedia
Industry Computer Software
Experience
TCL Research America June 2015 - Present
ABB June 2013 - August 2013
MassMutual Financial Group July 2011 - August 2011
New Oriental Education & Technology Group February 2010 - March 2010
Skills
Java, Spring Framework, Python, Cassandra, Node.js, JavaScript, C++, AngularJS, HTML, PHP, SQL, Design Patterns, VHDL, Programming, Matlab, C, FPGA, Electrical Engineering
Education
San Jose State University 2014 — 2016
Master of Science (MS), Computer Software Engineering
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
TCL Research America June 2015 - Present
ABB June 2013 - August 2013
MassMutual Financial Group July 2011 - August 2011
New Oriental Education & Technology Group February 2010 - March 2010
Skills
Java, Spring Framework, Python, Cassandra, Node.js, JavaScript, C++, AngularJS, HTML, PHP, SQL, Design Patterns, VHDL, Programming, Matlab, C, FPGA, Electrical Engineering
Education
San Jose State University 2014 — 2016
Master of Science (MS), Computer Software Engineering
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
Jason DelaCruz Jason DelaCruz's MassMutual Financial Group Experience January 2007 - June 2008
Job Covered CA Certified Insurance Agent at ER Insurance Services
Industry Financial Services
Experience
ER Insurance Services October 2013 - Present
ER Insurance Services August 2011 - Present
American General Life and Accident October 2008 - November 2011
MassMutual Financial Group January 2007 - June 2008
FSC Securities Corporation December 1996 - December 2006
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Insurance, Term Life Insurance, Employee Benefits, Voluntary Employee..., Retirement Planning, 401k, Workers Compensation, Long-term Care, Investments, Finance, IRAs, Health Insurance, Estate Planning, Direct Sales, Small Business, Underwriting, Strategic Financial..., Mutual Funds, Wealth Management, Training, Financial Planners, Medicare, Sales, Financial Services, Leadership, Benefits Administration
Education
San Diego State University-California State University
ER Insurance Services October 2013 - Present
ER Insurance Services August 2011 - Present
American General Life and Accident October 2008 - November 2011
MassMutual Financial Group January 2007 - June 2008
FSC Securities Corporation December 1996 - December 2006
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Insurance, Term Life Insurance, Employee Benefits, Voluntary Employee..., Retirement Planning, 401k, Workers Compensation, Long-term Care, Investments, Finance, IRAs, Health Insurance, Estate Planning, Direct Sales, Small Business, Underwriting, Strategic Financial..., Mutual Funds, Wealth Management, Training, Financial Planners, Medicare, Sales, Financial Services, Leadership, Benefits Administration
Education
San Diego State University-California State University
Jonah Papesh Jonah Papesh's MassMutual Financial Group Experience January 2011 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2011 - Present
Education
San Francisco State University 2007 — 2010
Business Administration, Finance
MassMutual Financial Group January 2011 - Present
Education
San Francisco State University 2007 — 2010
Business Administration, Finance
Al Zobel Al Zobel's MassMutual Financial Group Experience July 2009 - Present
Job Financial Planner at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2009 - Present
Downtown Madison Inc. January 2011 - January 2011
Middleton Chamber of Commerce January 2011 - January 2011
Waddell & Reed January 2009 - July 2009
WKOW-TV October 2003 - September 2008
WBRE-TV December 1999 - October 2003
KRCG-TV March 1996 - December 1999
KHGI-TV (NTV) August 1986 - March 1996
KFDX-TV 1983 - 1986
Skills
Trust Services, Insurance, Financial Planning, Estate Planning, Employee Benefits, Budgeting
Education
University of Nebraska at Kearney 1992 — 1993
poly sci
San Francisco State University 1974 — 1975
Philosophy
Santa Ana College 1972 — 1974
MassMutual Financial Group July 2009 - Present
Downtown Madison Inc. January 2011 - January 2011
Middleton Chamber of Commerce January 2011 - January 2011
Waddell & Reed January 2009 - July 2009
WKOW-TV October 2003 - September 2008
WBRE-TV December 1999 - October 2003
KRCG-TV March 1996 - December 1999
KHGI-TV (NTV) August 1986 - March 1996
KFDX-TV 1983 - 1986
Skills
Trust Services, Insurance, Financial Planning, Estate Planning, Employee Benefits, Budgeting
Education
University of Nebraska at Kearney 1992 — 1993
poly sci
San Francisco State University 1974 — 1975
Philosophy
Santa Ana College 1972 — 1974
Lise Hicks Lise Hicks's MassMutual Financial Group Experience 2006 - 2009
Job Retired Executive
Industry Financial Services
Experience
Society of Southwestern Authors, Santa Cruz Chapter 2015 - Present
Diaper Bank of Southern Arizona 2010 - 2011
MassMutual Financial Group 2006 - 2009
MassMutual Financial Group 2006 - 2006
MassMutual Financial Group 1995 - 2006
Connecticut Mutual Life Insurance Company 1993 - 1995
Connecticut Mutual Life Insurance Company 1990 - 1993
Monarch Life Insurance Company 1986 - 1990
United Olympic Life Insurance Company 1981 - 1985
Skills
Sales, Sales Management, Strategic Planning, Sales Operations, Long-term Care, Change Management, Whole Life, Fixed Annuities, Start-ups, Business Planning, Business Strategy, Life Insurance, Strategy, Insurance, Asset Management, Disability Insurance, Public Speaking, Leadership, Marketing, Joint Ventures, Mutual Funds, Health Insurance, Strategic Financial..., Risk Management, Retirement, 401k, Finance
Education
University of Virginia Darden School of Business 2005 — 2005
MassMutual sponsored program, Executive Development Program
Santa Clara University - Leavey School of Business 1982 — 1986
MBA, Marketing & Economics
San Jose State University 1975 — 1979
BS, Administration of Justice
Society of Southwestern Authors, Santa Cruz Chapter 2015 - Present
Diaper Bank of Southern Arizona 2010 - 2011
MassMutual Financial Group 2006 - 2009
MassMutual Financial Group 2006 - 2006
MassMutual Financial Group 1995 - 2006
Connecticut Mutual Life Insurance Company 1993 - 1995
Connecticut Mutual Life Insurance Company 1990 - 1993
Monarch Life Insurance Company 1986 - 1990
United Olympic Life Insurance Company 1981 - 1985
Skills
Sales, Sales Management, Strategic Planning, Sales Operations, Long-term Care, Change Management, Whole Life, Fixed Annuities, Start-ups, Business Planning, Business Strategy, Life Insurance, Strategy, Insurance, Asset Management, Disability Insurance, Public Speaking, Leadership, Marketing, Joint Ventures, Mutual Funds, Health Insurance, Strategic Financial..., Risk Management, Retirement, 401k, Finance
Education
University of Virginia Darden School of Business 2005 — 2005
MassMutual sponsored program, Executive Development Program
Santa Clara University - Leavey School of Business 1982 — 1986
MBA, Marketing & Economics
San Jose State University 1975 — 1979
BS, Administration of Justice
Steve Alexander's MassMutual Financial Group Experience March 2015 - Present
Job Information Risk Consultant at MassMutual Financial Group
Industry Computer & Network Security
Experience
MassMutual Financial Group March 2015 - Present
MassMutual Financial Group June 2014 - March 2015
MassMutual Financial Group May 2008 - June 2014
Circuit City February 1998 - May 2008
Circuit City Stores, Inc February 1998 - May 2008
Vanstar May 1996 - February 1998
Dataflex August 1994 - May 1996
Sunland Computer Services, Inc. June 1989 - August 1994
Skills
CISSP, Risk Mitigation, Information Security..., Security Awareness, Data Security, Cyber Security, Remote Access, Information Security, Security, Risk Management, Computer Security, Information Security..., Enterprise Architecture, Information Technology, Disaster Recovery, Leadership, Networking, Integration, Project Management, Identity Management, Network Security, Management, VMware, Vendor Management, Requirements Analysis, IT Audit, IT Strategy, Outsourcing, SDLC, Network Administration, Firewalls, Unix, Servers, Business Continuity, IT Management, ITIL, Data Center
Education
Shippensburg University of Pennsylvania 1979 — 1985
BSBA, Marketing
MassMutual Financial Group March 2015 - Present
MassMutual Financial Group June 2014 - March 2015
MassMutual Financial Group May 2008 - June 2014
Circuit City February 1998 - May 2008
Circuit City Stores, Inc February 1998 - May 2008
Vanstar May 1996 - February 1998
Dataflex August 1994 - May 1996
Sunland Computer Services, Inc. June 1989 - August 1994
Skills
CISSP, Risk Mitigation, Information Security..., Security Awareness, Data Security, Cyber Security, Remote Access, Information Security, Security, Risk Management, Computer Security, Information Security..., Enterprise Architecture, Information Technology, Disaster Recovery, Leadership, Networking, Integration, Project Management, Identity Management, Network Security, Management, VMware, Vendor Management, Requirements Analysis, IT Audit, IT Strategy, Outsourcing, SDLC, Network Administration, Firewalls, Unix, Servers, Business Continuity, IT Management, ITIL, Data Center
Education
Shippensburg University of Pennsylvania 1979 — 1985
BSBA, Marketing
Scott Pittsley Scott Pittsley's MassMutual Financial Group Experience June 2013 - December 2014
Job MBA || CAPM || Project Management || Open to New Opportunities || LION
Industry Information Technology and Services
Experience
Open to New Opportunities Organizational Change ManagerYale UniversityJanuary 2015 - August 2015
MassMutual Financial Group June 2013 - December 2014
SDP Consultants, Inc June 2011 - 2014
The Hartford November 2012 - April 2013
Hartford Hospital November 2009 - January 2011
Alexander Proudfoot July 2008 - October 2009
Primerica Financial Services January 2006 - January 2008
Primerica January 2005 - January 2005
Primerica January 2003 - December 2004
US Army January 2001 - January 2003
Skills
Instructional Design, DDI Facilitator, Team Building, Organizational..., Leadership Development, Performance Improvement, Performance Management, Change Management, Process Improvement, Coaching, Organizational..., Leadership, Management Consulting, Business Process..., Operations Management, Strategic Planning, Business Analysis, Training Management, Training Programme..., Management Training..., CAPM, Microsoft Office, Executive Coaching, Emotional Intelligence, Business Coaching, Business Performance..., Brian Tracy, Personal Effectiveness, Critical Thinking, Streamlining Complex..., Goal-driven leader, Great communications..., Strategic Thinking, Delivering Results, Leading Change, Organisational Alignment, Professional Mentoring, Experienced Speaker, Process Consulting, Confidence Building, Behavioural Change, People Change, Leadership Development..., Workplace Coaching, Design Workshops, Continuous Improvement..., project methodology, Operational Improvement, Relationship Management, ADKAR
Education
University of Phoenix 2008 — 2010
MBA, Business Administration, 3.64
Saint Leo University 1999 — 2001
Bachelors, Business Administration
University High School, Spokane Wa 1986 — 1990
High School Diploma
Open to New Opportunities Organizational Change ManagerYale UniversityJanuary 2015 - August 2015
MassMutual Financial Group June 2013 - December 2014
SDP Consultants, Inc June 2011 - 2014
The Hartford November 2012 - April 2013
Hartford Hospital November 2009 - January 2011
Alexander Proudfoot July 2008 - October 2009
Primerica Financial Services January 2006 - January 2008
Primerica January 2005 - January 2005
Primerica January 2003 - December 2004
US Army January 2001 - January 2003
Skills
Instructional Design, DDI Facilitator, Team Building, Organizational..., Leadership Development, Performance Improvement, Performance Management, Change Management, Process Improvement, Coaching, Organizational..., Leadership, Management Consulting, Business Process..., Operations Management, Strategic Planning, Business Analysis, Training Management, Training Programme..., Management Training..., CAPM, Microsoft Office, Executive Coaching, Emotional Intelligence, Business Coaching, Business Performance..., Brian Tracy, Personal Effectiveness, Critical Thinking, Streamlining Complex..., Goal-driven leader, Great communications..., Strategic Thinking, Delivering Results, Leading Change, Organisational Alignment, Professional Mentoring, Experienced Speaker, Process Consulting, Confidence Building, Behavioural Change, People Change, Leadership Development..., Workplace Coaching, Design Workshops, Continuous Improvement..., project methodology, Operational Improvement, Relationship Management, ADKAR
Education
University of Phoenix 2008 — 2010
MBA, Business Administration, 3.64
Saint Leo University 1999 — 2001
Bachelors, Business Administration
University High School, Spokane Wa 1986 — 1990
High School Diploma
Jason Avgoustakis Jason Avgoustakis's MassMutual Financial Group Experience August 2014 - Present
Job Assistant Vice President at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2014 - Present
MassMutual Financial Group August 2005 - Present
Education
Saint Anselm College 1994 — 1998
Bachelor of Arts (BA), Psychology
MassMutual Financial Group August 2014 - Present
MassMutual Financial Group August 2005 - Present
Education
Saint Anselm College 1994 — 1998
Bachelor of Arts (BA), Psychology
Jason Accettullo Jason Accettullo's MassMutual Financial Group Experience May 2005 - December 2006
Job Consultant at BackOffice Associates®
Industry Information Technology and Services
Experience
BackOffice Associates® January 2007 - Present
MassMutual Financial Group May 2005 - December 2006
Skills
Business Analysis, Business Process, Business Intelligence, Data Migration, Master Data Management, SAP ERP, ETL, ERP
Education
Salve Regina University 2001 — 2005
Bachelor of Arts (B.A.), Mathematics
BackOffice Associates® January 2007 - Present
MassMutual Financial Group May 2005 - December 2006
Skills
Business Analysis, Business Process, Business Intelligence, Data Migration, Master Data Management, SAP ERP, ETL, ERP
Education
Salve Regina University 2001 — 2005
Bachelor of Arts (B.A.), Mathematics
Chris Ingersoll, CLU Chris Ingersoll, CLU's MassMutual Financial Group Experience 2007 - August 2011
Job Senior VP Operations at Accessible Benefits
Industry Financial Services
Experience
Accessible Benefits August 2011 - Present
Strategic Financial Group June 2007 - August 2011
MassMutual Financial Group 2007 - August 2011
Strategic Financial Group, LLC 2007 - August 2011
State Farm Insurance February 2002 - February 2007
State Farm Mutual Automobile Insurance Company January 1996 - January 2002
State Farm Life Insurance Company January 1993 - January 1996
Skills
Compliance Management, Business Analysis, Technical Training, Financial Advisory
Education
Sam Houston State University 1990 — 2003
BBA, Double Major Economics and International Business
Texas A&M University 1986 — 1990
Accessible Benefits August 2011 - Present
Strategic Financial Group June 2007 - August 2011
MassMutual Financial Group 2007 - August 2011
Strategic Financial Group, LLC 2007 - August 2011
State Farm Insurance February 2002 - February 2007
State Farm Mutual Automobile Insurance Company January 1996 - January 2002
State Farm Life Insurance Company January 1993 - January 1996
Skills
Compliance Management, Business Analysis, Technical Training, Financial Advisory
Education
Sam Houston State University 1990 — 2003
BBA, Double Major Economics and International Business
Texas A&M University 1986 — 1990
Michael A. Frascino, CLU, ChFC, CLTC Michael A. Frascino, CLU, ChFC, CLTC's MassMutual Financial Group Experience November 2013 - Present
Job Agency Director of Education & Training at MassMutual Metro New York
Industry Financial Services
Experience
MassMutual Financial Group November 2013 - Present
Our Lady Queen of Martyrs 2009 - 2014
Mutual of Omaha October 2011 - October 2013
Metropolis Financial a Division of MetLife January 2009 - July 2011
New England Financial December 2006 - December 2008
Metropolitan Life Insurance Company 2005 - 2006
Allstate Financial 2003 - 2005
Gruntal & Co., LLC January 1999 - September 2002
Chase Insurance Agency 1998 - 1999
The Guardian Life Insurance Co. of America 1995 - 1998
Skills
Financial Planning, Estate Planning, Insurance, Disability Insurance, Long Term Care, Small Business, Succession Planning, Employee Benefits, Term Life Insurance, Retirement, Insurance Planning, Property & Casualty..., Whole Life, Annuities, Fixed Annuities, Long-term Care, 401k, Strategic Financial..., Financial Planners, 401k Rollovers, Recruiting, Training, Retirement Planning, Critical Illness, IRAs, Underwriting, Life Insurance, Sales, Permanent Life Insurance, Licensed Life & Health..., College Savings Plans, FINRA, Series 6, Universal Life, Variable Annuities, Financial Services, Long Term Care Insurance, Series 63, Life & Health Insurance...
Education
School of Visual Arts 1966 — 1967
Alexander Hamilton High School 1964 — 1966
MassMutual Financial Group November 2013 - Present
Our Lady Queen of Martyrs 2009 - 2014
Mutual of Omaha October 2011 - October 2013
Metropolis Financial a Division of MetLife January 2009 - July 2011
New England Financial December 2006 - December 2008
Metropolitan Life Insurance Company 2005 - 2006
Allstate Financial 2003 - 2005
Gruntal & Co., LLC January 1999 - September 2002
Chase Insurance Agency 1998 - 1999
The Guardian Life Insurance Co. of America 1995 - 1998
Skills
Financial Planning, Estate Planning, Insurance, Disability Insurance, Long Term Care, Small Business, Succession Planning, Employee Benefits, Term Life Insurance, Retirement, Insurance Planning, Property & Casualty..., Whole Life, Annuities, Fixed Annuities, Long-term Care, 401k, Strategic Financial..., Financial Planners, 401k Rollovers, Recruiting, Training, Retirement Planning, Critical Illness, IRAs, Underwriting, Life Insurance, Sales, Permanent Life Insurance, Licensed Life & Health..., College Savings Plans, FINRA, Series 6, Universal Life, Variable Annuities, Financial Services, Long Term Care Insurance, Series 63, Life & Health Insurance...
Education
School of Visual Arts 1966 — 1967
Alexander Hamilton High School 1964 — 1966
Cate Kulak Cate Kulak's MassMutual Financial Group Experience March 1996 - October 1997
Job Account Executive, Legal Recruiting at Response, ckulak@responseco.com, 8602568617
Industry Legal Services
Experience
Response August 2010 - Present
Huntington Learning Centers - Connecticut October 2009 - January 2011
Goodwin College - ConnCAP Program July 2009 - August 2009
South Windsor Public Schools September 2008 - June 2009
Farmington Public Schools September 2007 - June 2008
Canton Public Schools September 2006 - June 2007
West Hartford Public Schools September 2005 - June 2006
Jacobs, Walker, Rice & Bache, LLC October 2000 - September 2005
Travelers Insurance November 1997 - May 2000
MassMutual Financial Group March 1996 - October 1997
Skills
Compliance, Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Staff Development, Career Counseling, Human Resources, System Administration, Outlook, Social Networking, Recruiting, Teaching, Legal Compliance, Training
Education
The University of Connecticut School of Law 1996 — 2000
JD
Rutgers University-New Brunswick 1989 — 1993
BA, English
William H. Hall High School 1985 — 1989
Diploma
Response August 2010 - Present
Huntington Learning Centers - Connecticut October 2009 - January 2011
Goodwin College - ConnCAP Program July 2009 - August 2009
South Windsor Public Schools September 2008 - June 2009
Farmington Public Schools September 2007 - June 2008
Canton Public Schools September 2006 - June 2007
West Hartford Public Schools September 2005 - June 2006
Jacobs, Walker, Rice & Bache, LLC October 2000 - September 2005
Travelers Insurance November 1997 - May 2000
MassMutual Financial Group March 1996 - October 1997
Skills
Compliance, Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Staff Development, Career Counseling, Human Resources, System Administration, Outlook, Social Networking, Recruiting, Teaching, Legal Compliance, Training
Education
The University of Connecticut School of Law 1996 — 2000
JD
Rutgers University-New Brunswick 1989 — 1993
BA, English
William H. Hall High School 1985 — 1989
Diploma
Ryan Poss Ryan Poss's MassMutual Financial Group Experience January 2013 - Present
Job Financial Services Representative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
Northwestern Mutual February 2006 - January 2013
Skills
Retirement Planning, Account Management, Insurance, Securities, Long Term Care Insurance, Disability Insurance, Financial Services, Employee Benefits, Fixed Annuities, Long-term Care, Investments, Finance, Customer Service, IRAs
Education
Saint Louis University 2003 — 2006
Finance
Lincoln College 2001 — 2003
MassMutual Financial Group January 2013 - Present
Northwestern Mutual February 2006 - January 2013
Skills
Retirement Planning, Account Management, Insurance, Securities, Long Term Care Insurance, Disability Insurance, Financial Services, Employee Benefits, Fixed Annuities, Long-term Care, Investments, Finance, Customer Service, IRAs
Education
Saint Louis University 2003 — 2006
Finance
Lincoln College 2001 — 2003
Veronica Onorevole's MassMutual Financial Group Experience May 2001 - August 2001
Job Regional Lead, Fulbright U.S. Scholar Program for East Asia and the Pacific
Industry Nonprofit Organization Management
Experience
Institute of International Education June 2013 - Present
American Society of International Law June 2007 - June 2013
Embassy of Japan August 2005 - May 2007
Japan Exchange and Teaching Program(me) (JET) July 2003 - August 2005
MassMutual Financial Group May 2001 - August 2001
Rutgers University Women in Economics and Business Society (WEBS) September 2000 - May 2001
Education
American University School of International Service 2005 — 2007
MA, International Relations
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2003
Bachelor of Arts, Economics
Temple University Japan 2002 — 2002
Study Abroad, International Finance and Banking
U.S. Naval Academy Preparatory School 1999 — 2000
Honorable Discharge
Institute of International Education June 2013 - Present
American Society of International Law June 2007 - June 2013
Embassy of Japan August 2005 - May 2007
Japan Exchange and Teaching Program(me) (JET) July 2003 - August 2005
MassMutual Financial Group May 2001 - August 2001
Rutgers University Women in Economics and Business Society (WEBS) September 2000 - May 2001
Education
American University School of International Service 2005 — 2007
MA, International Relations
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2003
Bachelor of Arts, Economics
Temple University Japan 2002 — 2002
Study Abroad, International Finance and Banking
U.S. Naval Academy Preparatory School 1999 — 2000
Honorable Discharge
Salomon Louis's MassMutual Financial Group Experience January 2015 - Present
Job Digital Forensics Contractor at MassMutual Financial Group
Industry Information Technology and Services
Experience
MassMutual Financial Group January 2015 - Present
Community Legal Aid August 2014 - December 2014
Superior Court of New Jersey June 2014 - August 2014
St. Joseph's Church September 2008 - May 2012
St. Joseph's Elementary School June 2009 - August 2010
Skills
Public Speaking, Research, Teamwork, Fundraising, Microsoft Office, PowerPoint, Editing, Legal Research, Leadership, Legal Writing, Management, Criminal Law
Education
Western New England College School of Law 2012 — 2015
Doctor of Law (J.D.), Law, 1L
Seton Hall University 2007 — 2012
Bachelor of Arts, English
MassMutual Financial Group January 2015 - Present
Community Legal Aid August 2014 - December 2014
Superior Court of New Jersey June 2014 - August 2014
St. Joseph's Church September 2008 - May 2012
St. Joseph's Elementary School June 2009 - August 2010
Skills
Public Speaking, Research, Teamwork, Fundraising, Microsoft Office, PowerPoint, Editing, Legal Research, Leadership, Legal Writing, Management, Criminal Law
Education
Western New England College School of Law 2012 — 2015
Doctor of Law (J.D.), Law, 1L
Seton Hall University 2007 — 2012
Bachelor of Arts, English
Jack Burke's MassMutual Financial Group Experience September 2015 - Present
Job Senior Intern at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 2015 - Present
Chubbies Shorts August 2014 - Present
D1 Sports Training August 2014 - Present
Nowlin & Associates June 2015 - August 2015
PointClear May 2014 - December 2014
Dunwoody Speed June 2014 - August 2014
Samford University January 2014 - May 2014
Skills
Teamwork, Public Speaking, Research, Microsoft Office, Lead Generation, Social Media, Team Leadership, Data Analysis, Microsoft Excel, Cold Calling, Economic Research, Financial Analysis, Facebook
Education
Samford University 2012 — 2016
Marist School 2007 — 2012
High School
MassMutual Financial Group September 2015 - Present
Chubbies Shorts August 2014 - Present
D1 Sports Training August 2014 - Present
Nowlin & Associates June 2015 - August 2015
PointClear May 2014 - December 2014
Dunwoody Speed June 2014 - August 2014
Samford University January 2014 - May 2014
Skills
Teamwork, Public Speaking, Research, Microsoft Office, Lead Generation, Social Media, Team Leadership, Data Analysis, Microsoft Excel, Cold Calling, Economic Research, Financial Analysis, Facebook
Education
Samford University 2012 — 2016
Marist School 2007 — 2012
High School
SHERRY ALBERTO SHERRY ALBERTO's MassMutual Financial Group Experience 1996 - 1998
Job Photographer at Sherry Alberto Photography
Industry Telecommunications
Experience
Sherry Alberto Photography May 2012 - Present
5LINX October 2009 - Present
MILLS-PENINSULA MEDICAL CENTER October 2001 - August 2012
MassMutual Financial Group 1996 - 1998
Skills
PowerPoint, Word, Customer Service, Team Building, Public Speaking
Education
San Jose City College 2006 — 2008
AS
Yerba Buena HS 1990 — 1992
Sherry Alberto Photography May 2012 - Present
5LINX October 2009 - Present
MILLS-PENINSULA MEDICAL CENTER October 2001 - August 2012
MassMutual Financial Group 1996 - 1998
Skills
PowerPoint, Word, Customer Service, Team Building, Public Speaking
Education
San Jose City College 2006 — 2008
AS
Yerba Buena HS 1990 — 1992
Jeffrey Champagne Jeffrey Champagne's MassMutual Financial Group Experience 1993 - 1994
Job Litigation Claims Specialist
Industry Insurance
Experience
Nationwide Insurance January 2015 - Present
VRC Investigations May 2011 - January 2015
Principal Financial Group October 2008 - May 2011
Claims Bureau USA 2008 - 2008
Disability Insurance Specialists, LLC. 2006 - 2008
Disability Management Services, Inc. 1997 - 2006
CIGNA 1994 - 1995
MassMutual Financial Group 1993 - 1994
Paul Revere Insurance Company (Provident) 1986 - 1986
Skills
Loss Prevention, Liability, Management, Negotiation, Private Investigations, Disability Insurance, Claim Investigation, Claim, Team Building, Underwriting, Vendor Management, Workers Compensation, Risk Management, Property, Legal Liability, Insurance, Background Checks, Casualty, Claims Management, Fraud, Training, Casualty Insurance
Education
Saint Anselm College 1982 — 1986
BA, Philosophy
Nationwide Insurance January 2015 - Present
VRC Investigations May 2011 - January 2015
Principal Financial Group October 2008 - May 2011
Claims Bureau USA 2008 - 2008
Disability Insurance Specialists, LLC. 2006 - 2008
Disability Management Services, Inc. 1997 - 2006
CIGNA 1994 - 1995
MassMutual Financial Group 1993 - 1994
Paul Revere Insurance Company (Provident) 1986 - 1986
Skills
Loss Prevention, Liability, Management, Negotiation, Private Investigations, Disability Insurance, Claim Investigation, Claim, Team Building, Underwriting, Vendor Management, Workers Compensation, Risk Management, Property, Legal Liability, Insurance, Background Checks, Casualty, Claims Management, Fraud, Training, Casualty Insurance
Education
Saint Anselm College 1982 — 1986
BA, Philosophy
Bill (William F.) Dougherty, JD's MassMutual Financial Group Experience July 2015 - Present
Job Head of Strategy & Planning at MassMutual Financial Group Enterprise Risk and Actuarial Division
Industry Financial Services
Experience
MassMutual Financial Group July 2015 - Present
MassMutual Financial Group -Strategy & Corporate Development Division March 2012 - Present
MassMutual Financial Group April 2006 - March 2012
MassMutual Trust Company, FSB July 2001 - April 2006
MassMutual Financial Group April 2000 - June 2001
Newport County Convention & Visitors Bureau September 1991 - April 2000
Skills
Strategic Planning, Marketing Strategy, Team Leadership, Cross-functional Team..., Strategy, Start-ups, Training, Leadership, Business Strategy, Marketing, Management, Budgets, Risk Management, Marketing Communications, Change Management, New Business Development, Business Development, E-commerce, Public Relations, Program Management, Insurance, Sales, Investments, CRM, Vendor Management, Market Research, Financial Services, Competitive Analysis, Direct Marketing, Strategic Partnerships, Analytics, Project Planning, Segmentation, Product Marketing, Lead Generation, Market Planning, Business Planning, Integrated Marketing, Executive Management, Marketing Management, Relationship Management, Online Marketing, Digital Marketing, Social Media Marketing, Email Marketing, Entrepreneurship, Advertising, Account Management, Brand Management, B2B
Education
UMASS School of Law 1989 — 1993
JD, Law
Northwest Catholic High School
Saint Michael's College
BA, English Literature
MassMutual Financial Group July 2015 - Present
MassMutual Financial Group -Strategy & Corporate Development Division March 2012 - Present
MassMutual Financial Group April 2006 - March 2012
MassMutual Trust Company, FSB July 2001 - April 2006
MassMutual Financial Group April 2000 - June 2001
Newport County Convention & Visitors Bureau September 1991 - April 2000
Skills
Strategic Planning, Marketing Strategy, Team Leadership, Cross-functional Team..., Strategy, Start-ups, Training, Leadership, Business Strategy, Marketing, Management, Budgets, Risk Management, Marketing Communications, Change Management, New Business Development, Business Development, E-commerce, Public Relations, Program Management, Insurance, Sales, Investments, CRM, Vendor Management, Market Research, Financial Services, Competitive Analysis, Direct Marketing, Strategic Partnerships, Analytics, Project Planning, Segmentation, Product Marketing, Lead Generation, Market Planning, Business Planning, Integrated Marketing, Executive Management, Marketing Management, Relationship Management, Online Marketing, Digital Marketing, Social Media Marketing, Email Marketing, Entrepreneurship, Advertising, Account Management, Brand Management, B2B
Education
UMASS School of Law 1989 — 1993
JD, Law
Northwest Catholic High School
Saint Michael's College
BA, English Literature
Nathan Vorwerk's MassMutual Financial Group Experience 2004 - 2006
Job
Industry Financial Services
Experience
Northern Payment Systems 2008 - 2011
Davis & Kurth 2007 - 2008
MassMutual Financial Group 2004 - 2006
Skills
Financial Technology, Start-ups, Entrepreneurship, SaaS, Leadership, Mobile Payments, Mobile Commerce, Venture Capital, Credit Cards, Strategic Partnerships, E-commerce, Financial Services, Payment Systems, Finance, Payments, Mergers & Acquisitions, Executive Management, Financial Analysis, User Experience, Payment Card Processing, Merchant Card Processing, Contract Negotiation
Education
Seattle Pacific University - School of Business and Economics 2004 — 2006
BA
Northern Payment Systems 2008 - 2011
Davis & Kurth 2007 - 2008
MassMutual Financial Group 2004 - 2006
Skills
Financial Technology, Start-ups, Entrepreneurship, SaaS, Leadership, Mobile Payments, Mobile Commerce, Venture Capital, Credit Cards, Strategic Partnerships, E-commerce, Financial Services, Payment Systems, Finance, Payments, Mergers & Acquisitions, Executive Management, Financial Analysis, User Experience, Payment Card Processing, Merchant Card Processing, Contract Negotiation
Education
Seattle Pacific University - School of Business and Economics 2004 — 2006
BA
Ann Mai's MassMutual Financial Group Experience January 2015 - May 2015
Job Corporate Affairs Intern at Brocade
Industry Hospitality
Experience
Brocade June 2015 - Present
MassMutual Financial Group January 2015 - May 2015
Napredak Hall June 2014 - May 2015
City of San José October 2013 - June 2014
Hotel Los Gatos and Spa February 2013 - October 2013
Skills
Event Management, Human Resources, Event Planning, Hospitality, Logistics Management, Time Management, Hospitality Management, Team Management, Microsoft Office, Communication, Front Office, Hotels, Hospitality Industry, Recruiting, Leadership, Public Speaking, Customer Service, PowerPoint, Corporate Affairs
Education
San Jose State University 2014 — 2016
Bachelor’s Degree, Hospitality Management
Brocade June 2015 - Present
MassMutual Financial Group January 2015 - May 2015
Napredak Hall June 2014 - May 2015
City of San José October 2013 - June 2014
Hotel Los Gatos and Spa February 2013 - October 2013
Skills
Event Management, Human Resources, Event Planning, Hospitality, Logistics Management, Time Management, Hospitality Management, Team Management, Microsoft Office, Communication, Front Office, Hotels, Hospitality Industry, Recruiting, Leadership, Public Speaking, Customer Service, PowerPoint, Corporate Affairs
Education
San Jose State University 2014 — 2016
Bachelor’s Degree, Hospitality Management
Heriberto Delgado Jr Heriberto Delgado Jr's MassMutual Financial Group Experience January 2015 - Present
Job Intern@EliLilly
Industry Financial Services
Experience
Eli Lilly and Company June 2015 - Present
MassMutual Financial Group January 2015 - Present
San Diego State University August 2014 - Present
ALPFA, Inc. — Empowering Latino Leaders September 2014 - May 2015
Internal Revenue Service January 2013 - December 2013
Imperial Valley Regional Occupational Program January 2012 - June 2013
Skills
Sales, Customer Service, Spanish, Finance, Financial Analysis, Team Building, Team Leadership, Microsoft Office, Microsoft Excel, Public Speaking, Leadership, PowerPoint, Microsoft Word, Teamwork
Education
San Diego State University-California State University 2014 — 2016
Bachelor of Science (B.S.), Finance
Imperial Valley College 2012 — 2014
Associate of Science (A.S.), Business Administration
Eli Lilly and Company June 2015 - Present
MassMutual Financial Group January 2015 - Present
San Diego State University August 2014 - Present
ALPFA, Inc. — Empowering Latino Leaders September 2014 - May 2015
Internal Revenue Service January 2013 - December 2013
Imperial Valley Regional Occupational Program January 2012 - June 2013
Skills
Sales, Customer Service, Spanish, Finance, Financial Analysis, Team Building, Team Leadership, Microsoft Office, Microsoft Excel, Public Speaking, Leadership, PowerPoint, Microsoft Word, Teamwork
Education
San Diego State University-California State University 2014 — 2016
Bachelor of Science (B.S.), Finance
Imperial Valley College 2012 — 2014
Associate of Science (A.S.), Business Administration
Emma Tookey McFadden Emma Tookey McFadden's MassMutual Financial Group Experience April 2015 - Present
Job Managing Director, Non Profit Practice Leader at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group April 2015 - Present
Principal Financial Group February 2008 - April 2015
Intercare Insurance Solutions January 2006 - February 2008
ABN AMRO 2003 - 2006
United States Navy 1998 - 2002
Skills
Fixed Income, Customer Retention, RFP, Selling Skills, Competitive Analysis, Retirement Planning, Series 7, Retirement, Employee Benefits, 401k, Mutual Funds, ERISA, 403 b, Asset Allocation, Defined Contribution, FINRA, Financial Advisory, Fixed Annuities, Insurance, Investment Advisory, Investments, Life Insurance, Pensions, Series 6, Series 63, Wealth Management, Defined Benefit
Education
San Diego State University-California State University 2005 — 2007
Bachelor of Arts degree in Communication, Emphasis in Public Relations and a minor in Political Science
MassMutual Financial Group April 2015 - Present
Principal Financial Group February 2008 - April 2015
Intercare Insurance Solutions January 2006 - February 2008
ABN AMRO 2003 - 2006
United States Navy 1998 - 2002
Skills
Fixed Income, Customer Retention, RFP, Selling Skills, Competitive Analysis, Retirement Planning, Series 7, Retirement, Employee Benefits, 401k, Mutual Funds, ERISA, 403 b, Asset Allocation, Defined Contribution, FINRA, Financial Advisory, Fixed Annuities, Insurance, Investment Advisory, Investments, Life Insurance, Pensions, Series 6, Series 63, Wealth Management, Defined Benefit
Education
San Diego State University-California State University 2005 — 2007
Bachelor of Arts degree in Communication, Emphasis in Public Relations and a minor in Political Science
Raymond A. Luna's MassMutual Financial Group Experience August 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
MassMutual Financial Group August 2015 - Present
Northwestern Mutual June 2014 - July 2015
UnitedHealthcare April 2008 - June 2014
Gold's Gym August 2003 - April 2008
Northwestern Mutual May 1999 - August 2001
Skills
Employee Benefits, Insurance, Customer Service, Health Insurance, Disability Insurance, Account Management, Sales Management, Management, Health Savings Accounts, Sales Process, CRM, Managed Care, Healthcare, Brokers, Life Insurance, Sales, Fixed Annuities, Negotiation, Medicare, Long-term Care, Training, Direct Sales, Sales Presentations, Relationship Building, Building Relationships, Salesforce.com, Consultative Sales..., Energetic Self-Starter, Healthcare Consulting, Retirement Planning, Leadership
Education
Saint John's University 1998 — 2003
BA, Political Science
University of St. Thomas 2001 — 2002
BA, Political Science
Mason City High School 1993 — 1997
Diploma, Regular/General High School/Secondary Diploma Program
MassMutual Financial Group August 2015 - Present
Northwestern Mutual June 2014 - July 2015
UnitedHealthcare April 2008 - June 2014
Gold's Gym August 2003 - April 2008
Northwestern Mutual May 1999 - August 2001
Skills
Employee Benefits, Insurance, Customer Service, Health Insurance, Disability Insurance, Account Management, Sales Management, Management, Health Savings Accounts, Sales Process, CRM, Managed Care, Healthcare, Brokers, Life Insurance, Sales, Fixed Annuities, Negotiation, Medicare, Long-term Care, Training, Direct Sales, Sales Presentations, Relationship Building, Building Relationships, Salesforce.com, Consultative Sales..., Energetic Self-Starter, Healthcare Consulting, Retirement Planning, Leadership
Education
Saint John's University 1998 — 2003
BA, Political Science
University of St. Thomas 2001 — 2002
BA, Political Science
Mason City High School 1993 — 1997
Diploma, Regular/General High School/Secondary Diploma Program
Ryan Lam's MassMutual Financial Group Experience May 2011 - July 2013
Job Financial Services Representative, Penn Mutual Life Insurance Company
Industry Financial Services
Experience
Penn Mutual June 2015 - Present
Ryan Lam Photography January 2011 - Present
Somerset Insurance Solutions, Inc. October 2013 - June 2015
Fisher Investments July 2013 - December 2013
MassMutual Financial Group May 2011 - July 2013
Skills
PowerPoint, Retirement Planning, Microsoft Excel, Microsoft Office, Sales, Photography, Microsoft Word, Event Management, Social Media, Social Media Marketing, Photoshop, Wedding Photojournalism, Wedding Photography, Advertising, Business Development, Marketing, Customer Service, Social Networking, Insurance, Adobe Creative Suite, Digital Photography, WordPress, SEO, Lightroom, New Business Development, Facebook, Account Management, Time Management, Salesforce.com, Event Planning
Education
San Jose State University 2009 — 2013
Bachelor of Science (BS), Business Marketing, Minor - Economics
Penn Mutual June 2015 - Present
Ryan Lam Photography January 2011 - Present
Somerset Insurance Solutions, Inc. October 2013 - June 2015
Fisher Investments July 2013 - December 2013
MassMutual Financial Group May 2011 - July 2013
Skills
PowerPoint, Retirement Planning, Microsoft Excel, Microsoft Office, Sales, Photography, Microsoft Word, Event Management, Social Media, Social Media Marketing, Photoshop, Wedding Photojournalism, Wedding Photography, Advertising, Business Development, Marketing, Customer Service, Social Networking, Insurance, Adobe Creative Suite, Digital Photography, WordPress, SEO, Lightroom, New Business Development, Facebook, Account Management, Time Management, Salesforce.com, Event Planning
Education
San Jose State University 2009 — 2013
Bachelor of Science (BS), Business Marketing, Minor - Economics
Bennett Cloud Bennett Cloud's MassMutual Financial Group Experience August 2014 - Present
Job Financial Advisor at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2014 - Present
Merrill Lynch August 2013 - August 2014
Just Brakes 2006 - 2013
Just Brakes 1997 - 2006
Fidelity Investments 1993 - 1997
Skills
Entrepreneurship, Marketing, Strategic Planning, Marketing Strategy, New Business Development, Automotive, Leadership, Team Building, Coaching, Cost Management, Series 7, Turn Around Management, Advertising, Growth Strategies, P&L Responsibility, Financial Operations, New Market Expansion, Organizational..., EBITDA Growth, Key Performance..., Cost Saving Initiatives, Project Rollouts, Radio Advertising, Executive Level..., Territory Penetration, Increased Profitability, Reducing Operating Costs, Family Business, Finance, Insurance, Investments, Negotiation
Education
Santa Clara University 1988 — 1992
Bachelor of Science (B.S.), Finance & Commerce
Jesuit College Prep 1984 — 1988
MassMutual Financial Group August 2014 - Present
Merrill Lynch August 2013 - August 2014
Just Brakes 2006 - 2013
Just Brakes 1997 - 2006
Fidelity Investments 1993 - 1997
Skills
Entrepreneurship, Marketing, Strategic Planning, Marketing Strategy, New Business Development, Automotive, Leadership, Team Building, Coaching, Cost Management, Series 7, Turn Around Management, Advertising, Growth Strategies, P&L Responsibility, Financial Operations, New Market Expansion, Organizational..., EBITDA Growth, Key Performance..., Cost Saving Initiatives, Project Rollouts, Radio Advertising, Executive Level..., Territory Penetration, Increased Profitability, Reducing Operating Costs, Family Business, Finance, Insurance, Investments, Negotiation
Education
Santa Clara University 1988 — 1992
Bachelor of Science (B.S.), Finance & Commerce
Jesuit College Prep 1984 — 1988
Kevin McGlynn, CIMA® Kevin McGlynn, CIMA®'s MassMutual Financial Group Experience 2006 - 2009
Job SubAdvisory Sales Director West at Schroders Investment Management
Industry Financial Services
Experience
Schroders Vice President - Regional Director - Western USInnealta CapitalJanuary 2012 - July 2015
Union Bank January 2009 - January 2012
MassMutual Financial Group 2006 - 2009
Smith Barney March 2006 - October 2006
Morgan Stanley October 2003 - December 2005
Education
San Diego State University-California State University 2003 — 2006
BA, International Economics
Chaminade College Prep
Schroders Vice President - Regional Director - Western USInnealta CapitalJanuary 2012 - July 2015
Union Bank January 2009 - January 2012
MassMutual Financial Group 2006 - 2009
Smith Barney March 2006 - October 2006
Morgan Stanley October 2003 - December 2005
Education
San Diego State University-California State University 2003 — 2006
BA, International Economics
Chaminade College Prep
Debora Bennett Debora Bennett's MassMutual Financial Group Experience October 2010 - November 2013
Job Managing Partner and Member
Industry Financial Services
Experience
MassMutual Financial Group October 2010 - November 2013
Edward Jones May 2005 - October 2010
Shell Oil Company September 1986 - June 2000
Skills
Insurance, Retirement, Disability Insurance, Sales Management, Marketing Communications, Event Management, Institutional, Marketing, Small Business, Sales, Customer Service, Public Speaking, Team Building, Leadership, Strategic Planning, Social Media Marketing, Event Planning, Marketing Strategy, Long Term Care, Small Business..., Banking and Invesment..., Management, Social Media, Budgets
Education
Washington University in St. Louis 2005 — 2007
BS, Management and Psychology
Saint Louis University 1999 — 2005
BS, Business
Hazelwood Senior High School 1972 — 1975
General, General
MassMutual Financial Group October 2010 - November 2013
Edward Jones May 2005 - October 2010
Shell Oil Company September 1986 - June 2000
Skills
Insurance, Retirement, Disability Insurance, Sales Management, Marketing Communications, Event Management, Institutional, Marketing, Small Business, Sales, Customer Service, Public Speaking, Team Building, Leadership, Strategic Planning, Social Media Marketing, Event Planning, Marketing Strategy, Long Term Care, Small Business..., Banking and Invesment..., Management, Social Media, Budgets
Education
Washington University in St. Louis 2005 — 2007
BS, Management and Psychology
Saint Louis University 1999 — 2005
BS, Business
Hazelwood Senior High School 1972 — 1975
General, General
Carolina Robles's MassMutual Financial Group Experience January 2015 - May 2015
Job Marketing Coordinator Intern at MassMutual New JerseyNYC | AMA | Community Outreach Volunteer | Medical Imaging Student
Industry Events Services
Experience
MassMutual NJ-NYC May 2015 - Present
LIFT EmpoweringLives May 2015 - Present
Rutgers University January 2014 - Present
MassMutual Financial Group January 2015 - May 2015
Radio Shack Corporation April 2009 - June 2013
Skills
Phi Thetta Kappa..., Phlebotomists, Microsoft Suites, MAC, Sales, Healthcare, Marketing, Management, Human Resources, Leadership, Sales Management, Social Media, Strategy, Hospitals, Networking, Team Building, Relationship Building, Sourcing, Customer Service, Public Speaking, Training, Strategic Planning, Microsoft Office
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2015
Allied Health Technology, Cardiac Medical Imaging
MassMutual NJ-NYC May 2015 - Present
LIFT EmpoweringLives May 2015 - Present
Rutgers University January 2014 - Present
MassMutual Financial Group January 2015 - May 2015
Radio Shack Corporation April 2009 - June 2013
Skills
Phi Thetta Kappa..., Phlebotomists, Microsoft Suites, MAC, Sales, Healthcare, Marketing, Management, Human Resources, Leadership, Sales Management, Social Media, Strategy, Hospitals, Networking, Team Building, Relationship Building, Sourcing, Customer Service, Public Speaking, Training, Strategic Planning, Microsoft Office
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2015
Allied Health Technology, Cardiac Medical Imaging
Daniel Judge's MassMutual Financial Group Experience April 2001 - September 2001
Job Admin Associate at Electric Power Systems,Chargeback Analyst I at Chase Paymentech Solutions and Owner, Designs By Judge
Industry Financial Services
Experience
Electric Power Systems August 2013 - Present
Designs By Judge January 2005 - Present
Chase Paymentech Solutions November 2005 - August 2013
NSP Graphic Communications December 2003 - January 2005
MassMutual Financial Group April 2001 - September 2001
PennWell April 1997 - April 2001
Skills
Editing, Direct Mail, Graphics, PeopleSoft, Proofreading, Credit Cards, Posters, E-commerce, Banners, Customer Service, Microsoft Excel, Copywriting
Education
Saint Anselm College 1990 — 1994
BA, History
Bishop Guertin High School 1986 — 1990
Electric Power Systems August 2013 - Present
Designs By Judge January 2005 - Present
Chase Paymentech Solutions November 2005 - August 2013
NSP Graphic Communications December 2003 - January 2005
MassMutual Financial Group April 2001 - September 2001
PennWell April 1997 - April 2001
Skills
Editing, Direct Mail, Graphics, PeopleSoft, Proofreading, Credit Cards, Posters, E-commerce, Banners, Customer Service, Microsoft Excel, Copywriting
Education
Saint Anselm College 1990 — 1994
BA, History
Bishop Guertin High School 1986 — 1990
Jerry Teixeira's MassMutual Financial Group Experience October 2009 - May 2010
Job PNP Supplements
Industry Health, Wellness and Fitness
Experience
PNP Supplements December 2009 - Present
Wells Fargo June 2010 - January 2011
MassMutual Financial Group October 2009 - May 2010
Wells Fargo March 2006 - November 2009
Wells Fargo March 2006 - July 2006
Wells Fargo March 2004 - November 2004
Skills
Financial Analysis, Investments, Risk Management, Derivatives, Microsoft Excel, Trading, Leadership, Time Management, Training, Strategic Planning, Analysis, Financial Services, Employee Benefits, Management, Access, Insurance, Accounting, Sports Nutrition, Entrepreneurship, Supplements, Fitness, Marketing, Marketing Strategy, Food Supplements, Project Management, Product Development, Social Media Marketing, Sports, Advertising, Team Building, Customer Service, International Sales, Athletic Training, Online Advertising, Sales Management, E-commerce, Social Media, Public Speaking, Brand Development, Weight Training, Strength Training, Nutraceuticals, Corporations, Nutrition Education, Athletics, Well Being, Functional Training, Product Design, Labels
Education
San Francisco State University, College of Business 2000 — 2004
B.S. Business Administration
PNP Supplements December 2009 - Present
Wells Fargo June 2010 - January 2011
MassMutual Financial Group October 2009 - May 2010
Wells Fargo March 2006 - November 2009
Wells Fargo March 2006 - July 2006
Wells Fargo March 2004 - November 2004
Skills
Financial Analysis, Investments, Risk Management, Derivatives, Microsoft Excel, Trading, Leadership, Time Management, Training, Strategic Planning, Analysis, Financial Services, Employee Benefits, Management, Access, Insurance, Accounting, Sports Nutrition, Entrepreneurship, Supplements, Fitness, Marketing, Marketing Strategy, Food Supplements, Project Management, Product Development, Social Media Marketing, Sports, Advertising, Team Building, Customer Service, International Sales, Athletic Training, Online Advertising, Sales Management, E-commerce, Social Media, Public Speaking, Brand Development, Weight Training, Strength Training, Nutraceuticals, Corporations, Nutrition Education, Athletics, Well Being, Functional Training, Product Design, Labels
Education
San Francisco State University, College of Business 2000 — 2004
B.S. Business Administration
Jean Mahon's MassMutual Financial Group Experience January 2013 - June 2015
Job Client Services Manager, Legg Mason
Industry Financial Services
Experience
Legg Mason June 2015 - Present
MassMutual Financial Group January 2013 - June 2015
The Hartford September 2008 - January 2013
US Bancorp Investments, Seattle WA December 2006 - June 2008
Jackson National Life, Denver CO. May 2004 - June 2006
Skills
401k, Retirement Planning, Sales, Series 7, Series 63
Education
Saint Bonaventure University 1996 — 2000
BS
Legg Mason June 2015 - Present
MassMutual Financial Group January 2013 - June 2015
The Hartford September 2008 - January 2013
US Bancorp Investments, Seattle WA December 2006 - June 2008
Jackson National Life, Denver CO. May 2004 - June 2006
Skills
401k, Retirement Planning, Sales, Series 7, Series 63
Education
Saint Bonaventure University 1996 — 2000
BS
Steven McBrayer Steven McBrayer's MassMutual Financial Group Experience June 2005 - December 2006
Job Relationship Manager II, Advisor Relations at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional February 2014 - Present
Pence Wealth Management September 2013 - February 2014
LPL Financial February 2011 - September 2013
LPL Financial November 2007 - February 2011
McBrayer Financial Life Insurance June 2005 - May 2009
LPL Financial December 2006 - November 2007
MassMutual Financial Group June 2005 - December 2006
Skills
Financial Services, Series 7, Series 6, Series 63, Series 65, Investments, Asset Allocation, Wealth Management, Securities, Mutual Funds, Portfolio Management, Insurance, Retirement Planning, Bonds, Equities, Options, Fixed Income, Microsoft Excel, Uniform Combined State..., Project Management, Strategic Financial..., PowerPoint, Risk Management, Financial Planning, Relationship Management, Client Relationships..., Client Services, Salesforce.com, Microsoft Office
Education
San Diego Mesa College 2007 — 2012
Associate of Arts and Sciences (A.A.S.), Economics
TD Ameritrade Institutional February 2014 - Present
Pence Wealth Management September 2013 - February 2014
LPL Financial February 2011 - September 2013
LPL Financial November 2007 - February 2011
McBrayer Financial Life Insurance June 2005 - May 2009
LPL Financial December 2006 - November 2007
MassMutual Financial Group June 2005 - December 2006
Skills
Financial Services, Series 7, Series 6, Series 63, Series 65, Investments, Asset Allocation, Wealth Management, Securities, Mutual Funds, Portfolio Management, Insurance, Retirement Planning, Bonds, Equities, Options, Fixed Income, Microsoft Excel, Uniform Combined State..., Project Management, Strategic Financial..., PowerPoint, Risk Management, Financial Planning, Relationship Management, Client Relationships..., Client Services, Salesforce.com, Microsoft Office
Education
San Diego Mesa College 2007 — 2012
Associate of Arts and Sciences (A.A.S.), Economics
Mark Ofreneo's MassMutual Financial Group Experience February 2015 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group February 2015 - Present
Four Seasons Wealth Management August 2014 - January 2015
Archer Wealth Management May 2013 - December 2013
Heartland Bank May 2012 - May 2013
AMP Agency August 2011 - October 2011
Northwestern Mutual May 2011 - August 2011
HOLLISTER CO January 2011 - May 2011
Memorial Medical Center August 2009 - December 2009
Skills
Sales, Microsoft Office, Finance, Microsoft Word, Banking, Microsoft Excel, Customer Service, PowerPoint, Time Management, Social Media, Leadership, Public Speaking, Access, Insurance, Credit
Education
Saint Louis University 2010 — 2014
BS, Finance
Sacred Heart Griffin High School 2006 — 2010
MassMutual Financial Group February 2015 - Present
Four Seasons Wealth Management August 2014 - January 2015
Archer Wealth Management May 2013 - December 2013
Heartland Bank May 2012 - May 2013
AMP Agency August 2011 - October 2011
Northwestern Mutual May 2011 - August 2011
HOLLISTER CO January 2011 - May 2011
Memorial Medical Center August 2009 - December 2009
Skills
Sales, Microsoft Office, Finance, Microsoft Word, Banking, Microsoft Excel, Customer Service, PowerPoint, Time Management, Social Media, Leadership, Public Speaking, Access, Insurance, Credit
Education
Saint Louis University 2010 — 2014
BS, Finance
Sacred Heart Griffin High School 2006 — 2010
Sarah Ferullo's MassMutual Financial Group Experience February 2014 - Present
Job Marketing Consultant at MassMutual
Industry Marketing and Advertising
Experience
MassMutual Financial Group February 2014 - Present
Travelers November 2005 - February 2014
Fidelco Guide Dog Foundation January 2001 - August 2004
Bottomline Technologies May 1999 - November 1999
Olsten January 1998 - May 1999
Skills
Writing, Copywriting, Newsletters, Event Planning, Public Relations, Press Releases, Photography, Non-profits, Social Media, Online Marketing, Adobe Creative Suite, Internal Communications, SEO, Marketing Strategy, Dreamweaver, Graphic Design, Photoshop, Fundraising, PowerPoint, Word, Strategic Planning, Marketing Communications, Email Marketing, HTML, Social Media Marketing, Brochures, Microsoft Office, Grant Writing, Event Management, Integrated Marketing, Social Networking, Promotions, Corporate Communications, Excel, Digital Marketing, Facebook, Editing, Advertising, Content Management, Direct Marketing, Nonprofits, Microsoft Word, Marketing
Education
University of Massachusetts, Amherst 2008 — 2010
B.A., Journalism
Savannah College of Art and Design 2004 — 2005
Broadcast Design, New Media
MassMutual Financial Group February 2014 - Present
Travelers November 2005 - February 2014
Fidelco Guide Dog Foundation January 2001 - August 2004
Bottomline Technologies May 1999 - November 1999
Olsten January 1998 - May 1999
Skills
Writing, Copywriting, Newsletters, Event Planning, Public Relations, Press Releases, Photography, Non-profits, Social Media, Online Marketing, Adobe Creative Suite, Internal Communications, SEO, Marketing Strategy, Dreamweaver, Graphic Design, Photoshop, Fundraising, PowerPoint, Word, Strategic Planning, Marketing Communications, Email Marketing, HTML, Social Media Marketing, Brochures, Microsoft Office, Grant Writing, Event Management, Integrated Marketing, Social Networking, Promotions, Corporate Communications, Excel, Digital Marketing, Facebook, Editing, Advertising, Content Management, Direct Marketing, Nonprofits, Microsoft Word, Marketing
Education
University of Massachusetts, Amherst 2008 — 2010
B.A., Journalism
Savannah College of Art and Design 2004 — 2005
Broadcast Design, New Media
Tim McCaslin Tim McCaslin's MassMutual Financial Group Experience MassMutual AgentTim McCaslinAugust 1979 - Present
Job MassMutual Agent
Industry Insurance
Experience
MassMutual Financial Group MassMutual AgentTim McCaslinAugust 1979 - Present
Skills
Life,diability,and long..., Retirement, Long Term Care Insurance, Insurance, Financial Services, Finance, Microsoft Excel, Portfolio Management, New Business Development, Customer Service
Education
Seattle University
Bachelor's degree
MassMutual Financial Group MassMutual AgentTim McCaslinAugust 1979 - Present
Skills
Life,diability,and long..., Retirement, Long Term Care Insurance, Insurance, Financial Services, Finance, Microsoft Excel, Portfolio Management, New Business Development, Customer Service
Education
Seattle University
Bachelor's degree
Stella A Tjahjadikarta Stella A Tjahjadikarta's MassMutual Financial Group Experience January 2015 - June 2015
Job File Analyst at MassMutual Financial Group
Industry Marketing and Advertising
Experience
Home Appliance Sales October 2013 - Present
MassMutual Financial Group January 2015 - June 2015
PT Bank Panin Tbk August 2014 - September 2014
Education
Seattle Pacific University 2014 — 2015
Bachelor of Business Administration (B.B.A.), Marketing, 3.5
Seattle Central Community College 2012 — 2013
Associate of Arts (A.A.), Marketing
Sekolah Dian Harapan 2003 — 2012
Home Appliance Sales October 2013 - Present
MassMutual Financial Group January 2015 - June 2015
PT Bank Panin Tbk August 2014 - September 2014
Education
Seattle Pacific University 2014 — 2015
Bachelor of Business Administration (B.B.A.), Marketing, 3.5
Seattle Central Community College 2012 — 2013
Associate of Arts (A.A.), Marketing
Sekolah Dian Harapan 2003 — 2012
Robert Derkrikorian Robert Derkrikorian's MassMutual Financial Group Experience 2009 - 2010
Job Alternative Fund Administration Analyst at BlackRock
Industry Accounting
Experience
BlackRock October 2012 - Present
SEI Investments January 2011 - October 2012
MassMutual Financial Group 2009 - 2010
Buck Consultants 2008 - 2009
Skills
Financial Reporting, Fund Accounting, Financial Statements, Accounting, Hedge Accounting, Account Reconciliation, Finance, Financial Services, Hedge Funds, Alternative Investments, Valuation, Analysis, Bloomberg Terminal, Auditing, Corporate Actions, Axys, Internal Controls, Financial Analysis, Equities, Investments, Financial Modeling, Bloomberg
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2010
Bachelors in Science, Accounting
Conestoga High School 2001 — 2006
BlackRock October 2012 - Present
SEI Investments January 2011 - October 2012
MassMutual Financial Group 2009 - 2010
Buck Consultants 2008 - 2009
Skills
Financial Reporting, Fund Accounting, Financial Statements, Accounting, Hedge Accounting, Account Reconciliation, Finance, Financial Services, Hedge Funds, Alternative Investments, Valuation, Analysis, Bloomberg Terminal, Auditing, Corporate Actions, Axys, Internal Controls, Financial Analysis, Equities, Investments, Financial Modeling, Bloomberg
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2010
Bachelors in Science, Accounting
Conestoga High School 2001 — 2006
Bradley Smith's MassMutual Financial Group Experience January 2014 - Present
Job Financial Services Professional at MassMutual Rochester
Industry Financial Services
Experience
MassMutual Financial Group January 2014 - Present
Boy Scouts of America August 2014 - Present
Northwestern Mutual May 2013 - December 2013
Skills
Marketing, Public Relations, Advertising, Management, Time Management, Sales, Marketing Communications, Business Strategy, Human Resources, Creative Writing, Fitness, Copywriting, Budgets, Social Networking, Project Management, Life Insurance, Retirement Planning, Sociability, Leadership, Finance, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Social Media
Education
St. Bonaventure University
MassMutual Financial Group January 2014 - Present
Boy Scouts of America August 2014 - Present
Northwestern Mutual May 2013 - December 2013
Skills
Marketing, Public Relations, Advertising, Management, Time Management, Sales, Marketing Communications, Business Strategy, Human Resources, Creative Writing, Fitness, Copywriting, Budgets, Social Networking, Project Management, Life Insurance, Retirement Planning, Sociability, Leadership, Finance, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Social Media
Education
St. Bonaventure University
Matthew Sarra Matthew Sarra's MassMutual Financial Group Experience January 2013 - Present
Job MassMutual Retirement Services Government Market
Industry Insurance
Experience
MassMutual Financial Group January 2013 - Present
The Hartford July 2009 - December 2012
The Hartford September 2000 - July 2009
ING Financial Services Inc May 1998 - September 2000
Aetna Inc September 1996 - May 1998
Aetna Inc August 1994 - September 1996
The Hartford January 1992 - August 1994
Skills
Investments, Series 6, Pensions, 401k, Series 7, Series 63, Retirement Planning, Process Improvement, Mutual Funds, Marketing, Defined Contribution, Fixed Annuities, Retirement, Leadership, Disability Insurance, Employee Benefits, Variable Annuities, Life Insurance, Sales Operations, Financial Services, Insurance, Sales, Financial Advisory, FINRA
Education
Saint Anselm College 1988 — 1991
BA, History
MassMutual Financial Group January 2013 - Present
The Hartford July 2009 - December 2012
The Hartford September 2000 - July 2009
ING Financial Services Inc May 1998 - September 2000
Aetna Inc September 1996 - May 1998
Aetna Inc August 1994 - September 1996
The Hartford January 1992 - August 1994
Skills
Investments, Series 6, Pensions, 401k, Series 7, Series 63, Retirement Planning, Process Improvement, Mutual Funds, Marketing, Defined Contribution, Fixed Annuities, Retirement, Leadership, Disability Insurance, Employee Benefits, Variable Annuities, Life Insurance, Sales Operations, Financial Services, Insurance, Sales, Financial Advisory, FINRA
Education
Saint Anselm College 1988 — 1991
BA, History
Bobby Jarnagin's MassMutual Financial Group Experience May 2012 - February 2013
Job Jack of All Trades Master of None
Industry Construction
Experience
Andrus Brothers Roofing September 2015 - Present
Roofs by Nicholas January 2015 - August 2015
Wylie & Son Manufacturing May 2014 - December 2014
DWS Building Supply April 2013 - April 2014
MassMutual Financial Group May 2012 - February 2013
Brunson Brick & Stone September 2003 - February 2012
Walter Jarnagin Asphalt Prducts June 1994 - June 2003
Skills
Sales, Contractors, Sales Operations, Construction, Subcontracting, New Business Development, Sales Management, Business Strategy, Negotiation, Marketing Strategy, Strategic Planning, Purchasing, Product Development, Operations Management, Business Planning, Team Building, Business Development, Start-ups, Selling
Education
Sam Houston State University 1992 — 1994
Theater
Texas Tech University 1986 — 1988
Theater Arts/English/Music
Shallowater High
Shallowater High
Andrus Brothers Roofing September 2015 - Present
Roofs by Nicholas January 2015 - August 2015
Wylie & Son Manufacturing May 2014 - December 2014
DWS Building Supply April 2013 - April 2014
MassMutual Financial Group May 2012 - February 2013
Brunson Brick & Stone September 2003 - February 2012
Walter Jarnagin Asphalt Prducts June 1994 - June 2003
Skills
Sales, Contractors, Sales Operations, Construction, Subcontracting, New Business Development, Sales Management, Business Strategy, Negotiation, Marketing Strategy, Strategic Planning, Purchasing, Product Development, Operations Management, Business Planning, Team Building, Business Development, Start-ups, Selling
Education
Sam Houston State University 1992 — 1994
Theater
Texas Tech University 1986 — 1988
Theater Arts/English/Music
Shallowater High
Shallowater High
Nick Holeman Nick Holeman's MassMutual Financial Group Experience October 2013 - September 2014
Job Planning Assistant at Pure Financial Advisors, Inc.
Industry Financial Services
Experience
Pure Financial Advisors, Inc. October 2014 - Present
Delta Sigma Pi November 2014 - Present
MassMutual Financial Group October 2013 - September 2014
Overland & Shanahan Financial Advisors August 2012 - September 2013
Skills
Finance, Customer Service, Financial Analysis, Insurance, Personal Finance, Investments, Retirement Planning, Portfolio Management, Budget Monitoring, Trusting Relationships
Education
San Diego State University-California State University 2014 — 2015
Masters of Science (M.S.), Financial & Tax Planning, 3.8, Summa Cum Laude
San Diego State University-California State University 2009 — 2013
Bachelor of Art (B.A.), International Business/Finance, 3.57, Cum Laude
Universidad Carlos III de Madrid 2012 — 2012
Finance/Spanish
Pure Financial Advisors, Inc. October 2014 - Present
Delta Sigma Pi November 2014 - Present
MassMutual Financial Group October 2013 - September 2014
Overland & Shanahan Financial Advisors August 2012 - September 2013
Skills
Finance, Customer Service, Financial Analysis, Insurance, Personal Finance, Investments, Retirement Planning, Portfolio Management, Budget Monitoring, Trusting Relationships
Education
San Diego State University-California State University 2014 — 2015
Masters of Science (M.S.), Financial & Tax Planning, 3.8, Summa Cum Laude
San Diego State University-California State University 2009 — 2013
Bachelor of Art (B.A.), International Business/Finance, 3.57, Cum Laude
Universidad Carlos III de Madrid 2012 — 2012
Finance/Spanish
Ashley Laws's MassMutual Financial Group Experience August 2014 - April 2015
Job International Brand Ambassador at Kallati
Industry Marketing and Advertising
Experience
KALLATI™ April 2015 - Present
MassMutual Financial Group August 2014 - April 2015
Park West Gallery April 2013 - August 2014
J.Lehr/Advertising and Marketing January 2012 - April 2013
Ackerman McQueen August 2011 - December 2011
Paseo Arts Association May 2011 - August 2011
Skills
Advertising, Facebook, InDesign, Social Media, Press Releases, Journalism, Graphic Design, Art, Speech Writing, Interactive Advertising, Volunteer Management, Nonprofits, Marketing Communications, Logo Design, Organizational..., Fine Art, Wordpress, WiX, Group Presentations, Presenter, Organizing, Art History, Modern Art, Art Handling, Abstract, Team Leadership, Non-profits, Volunteer Coordination, Media Arts, Media Writing, Punctual, Organised, Spanish, Fluent English, Personal Sales
Education
University of Central Oklahoma 2008 — 2012
Marketing/ Advertising, Advertising, 3.6
Seminole State College 2008 — 2010
Associate's Degree, Art/Art Studies, General, 3.9
KALLATI™ April 2015 - Present
MassMutual Financial Group August 2014 - April 2015
Park West Gallery April 2013 - August 2014
J.Lehr/Advertising and Marketing January 2012 - April 2013
Ackerman McQueen August 2011 - December 2011
Paseo Arts Association May 2011 - August 2011
Skills
Advertising, Facebook, InDesign, Social Media, Press Releases, Journalism, Graphic Design, Art, Speech Writing, Interactive Advertising, Volunteer Management, Nonprofits, Marketing Communications, Logo Design, Organizational..., Fine Art, Wordpress, WiX, Group Presentations, Presenter, Organizing, Art History, Modern Art, Art Handling, Abstract, Team Leadership, Non-profits, Volunteer Coordination, Media Arts, Media Writing, Punctual, Organised, Spanish, Fluent English, Personal Sales
Education
University of Central Oklahoma 2008 — 2012
Marketing/ Advertising, Advertising, 3.6
Seminole State College 2008 — 2010
Associate's Degree, Art/Art Studies, General, 3.9
Brek Bolton Brek Bolton's MassMutual Financial Group Experience January 1998 - April 2013
Job Associate/Business Planning Group
Industry Financial Services
Experience
The Business Planning Group January 2014 - Present
KSTU Fox 13 TV November 2012 - May 2014
MassMutual Financial Group January 1998 - April 2013
MassMutual Financial Group December 2009 - March 2013
National Life Group January 1998 - December 2009
Skills
Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Broadcast Television, Investment Advisory..., Fixed Income Analysis, Financial Advisory, Microsoft Office, Investments, Retirement
Education
University of Utah 1996 — 1998
Bachelor of Applied Science (B.A.Sc.), Meteorology
Salt Lake Community College 1991 — 1995
Associate of Science (A.S.)
The Business Planning Group January 2014 - Present
KSTU Fox 13 TV November 2012 - May 2014
MassMutual Financial Group January 1998 - April 2013
MassMutual Financial Group December 2009 - March 2013
National Life Group January 1998 - December 2009
Skills
Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Broadcast Television, Investment Advisory..., Fixed Income Analysis, Financial Advisory, Microsoft Office, Investments, Retirement
Education
University of Utah 1996 — 1998
Bachelor of Applied Science (B.A.Sc.), Meteorology
Salt Lake Community College 1991 — 1995
Associate of Science (A.S.)
Jason LaRocque Jason LaRocque's MassMutual Financial Group Experience December 2013 - Present
Job Web Engineer Consultant
Industry Financial Services
Experience
MassMutual Financial Group December 2013 - Present
FPI May 2011 - December 2013
MassMutual Financial Group January 2006 - May 2011
Skills
Jython, IIS, .NET, F5 BigIP, Websphere, Security, SharePoint, SDLC, Disaster Recovery, Tivoli Access Manager, Integration, Powershell, Microsoft SQL Server, Enterprise Architecture, Servers, Active Directory, Business Analysis, Vendor Management, WebSphere, Process Improvement, Python, VMware, Visio
Education
Saint Michael's College 1994 — 1998
BS, Business Administration
MassMutual Financial Group December 2013 - Present
FPI May 2011 - December 2013
MassMutual Financial Group January 2006 - May 2011
Skills
Jython, IIS, .NET, F5 BigIP, Websphere, Security, SharePoint, SDLC, Disaster Recovery, Tivoli Access Manager, Integration, Powershell, Microsoft SQL Server, Enterprise Architecture, Servers, Active Directory, Business Analysis, Vendor Management, WebSphere, Process Improvement, Python, VMware, Visio
Education
Saint Michael's College 1994 — 1998
BS, Business Administration
Albert Mendivil Albert Mendivil's MassMutual Financial Group Experience September 2010 - January 2012
Job Insurance Professional at Dunhill Marketing And Insurance Services
Industry Insurance
Experience
Dunhill Marketing And Insurance Services February 2013 - Present
MassMutual Financial Group September 2010 - January 2012
National School District August 1978 - January 2009
Skills
The ability to: put the..., assist clients to make..., guide families to..., help businesses with a..., Notary Public, Fixed Annuities, Mortgage Lending, Microsoft Word, Workers Compensation, Outlook, Commercial Insurance, Life Insurance, Disability Insurance, Small Business, Residential Homes, Insurance, Long-term Care
Education
San Diego State University-California State University 1975 — 1983
Masters, Educational Administration and Supervision
Dunhill Marketing And Insurance Services February 2013 - Present
MassMutual Financial Group September 2010 - January 2012
National School District August 1978 - January 2009
Skills
The ability to: put the..., assist clients to make..., guide families to..., help businesses with a..., Notary Public, Fixed Annuities, Mortgage Lending, Microsoft Word, Workers Compensation, Outlook, Commercial Insurance, Life Insurance, Disability Insurance, Small Business, Residential Homes, Insurance, Long-term Care
Education
San Diego State University-California State University 1975 — 1983
Masters, Educational Administration and Supervision
David Prendergast's MassMutual Financial Group Experience September 2013 - May 2014
Job Investment Platform Associate at Commonwealth Financial Network
Industry Investment Management
Experience
Commonwealth Financial Network June 2014 - Present
MassMutual Financial Group September 2013 - May 2014
Boston Partners Financial Group, LLC June 2013 - August 2013
JTD Financial Services August 2012 - December 2012
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
Xaverian Brothers High School 2006 — 2010
Commonwealth Financial Network June 2014 - Present
MassMutual Financial Group September 2013 - May 2014
Boston Partners Financial Group, LLC June 2013 - August 2013
JTD Financial Services August 2012 - December 2012
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
Xaverian Brothers High School 2006 — 2010
Joseph A. Jamiel III, MBA's MassMutual Financial Group Experience September 2013 - August 2014
Job Personal Training Manager at Fitness500 Club
Industry Sports
Experience
Fitness500 Club March 2015 - Present
Massachusetts Maritime Academy August 2014 - Present
Dennis Yarmouth Regional High School February 2014 - Present
Ardeo Mediterranean Taverna January 2004 - Present
MassMutual Financial Group September 2013 - August 2014
Octagon January 2012 - May 2012
Yarmouth Recreation June 2006 - August 2008
Skills
Facebook, Leadership, Social Media, Sports Marketing, Microsoft Office, Finance, Marketing, Management, PowerPoint, Sports, Customer Service, Social Networking, Teamwork, Microsoft Excel, Microsoft Word, Food Service, Food & Beverage, Food Industry, Group Presentations, Time Management, Food, Bartending, Presenter, Advertising, Social Media Marketing, Football, College Recruiting, Strength & Conditioning, Strength Training, Weight Training, Recruiting, Training, Fitness, Fitness Instruction, Nutrition, Coaching, Personal Training, Sales, Hospitality, Hospitality Management
Education
Sacred Heart University 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, Marketing, 3.9 GPA
Sacred Heart University 2008 — 2012
Bachelor of Science, Sports Management, GPA 3.7
Dennis-Yarmouth Regional High School 2004 — 2008
High School Diploma, General Studies, GPA 3.6
Fitness500 Club March 2015 - Present
Massachusetts Maritime Academy August 2014 - Present
Dennis Yarmouth Regional High School February 2014 - Present
Ardeo Mediterranean Taverna January 2004 - Present
MassMutual Financial Group September 2013 - August 2014
Octagon January 2012 - May 2012
Yarmouth Recreation June 2006 - August 2008
Skills
Facebook, Leadership, Social Media, Sports Marketing, Microsoft Office, Finance, Marketing, Management, PowerPoint, Sports, Customer Service, Social Networking, Teamwork, Microsoft Excel, Microsoft Word, Food Service, Food & Beverage, Food Industry, Group Presentations, Time Management, Food, Bartending, Presenter, Advertising, Social Media Marketing, Football, College Recruiting, Strength & Conditioning, Strength Training, Weight Training, Recruiting, Training, Fitness, Fitness Instruction, Nutrition, Coaching, Personal Training, Sales, Hospitality, Hospitality Management
Education
Sacred Heart University 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, Marketing, 3.9 GPA
Sacred Heart University 2008 — 2012
Bachelor of Science, Sports Management, GPA 3.7
Dennis-Yarmouth Regional High School 2004 — 2008
High School Diploma, General Studies, GPA 3.6
Robert Brite Robert Brite's MassMutual Financial Group Experience 1990 - 2005
Job Financial Advisor at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services February 2012 - Present
Securian Financial Services, Inc January 2005 - January 2012
MassMutual Financial Group 1990 - 2005
University of New Orleans August 1970 - May 2000
Skills
Financial Planning, Investments, Insurance, Series 7, Mutual Funds, Retirement Planning, 401k, Securities, Estate Planning, Uniform Combined State..., Retirement, Investment Advisory, IRAs, Wealth Management, Fixed Annuities, Series 63, 401k Rollovers, Wealth Accumulation, Bonds, Series 65, Disability Insurance, Asset Allocation
Education
Rutgers, The State University of New Jersey-New Brunswick 1963 — 1966
PhD, Economics
Western Kentucky University 1959 — 1963
BS, Economics
Woodbury Financial Services February 2012 - Present
Securian Financial Services, Inc January 2005 - January 2012
MassMutual Financial Group 1990 - 2005
University of New Orleans August 1970 - May 2000
Skills
Financial Planning, Investments, Insurance, Series 7, Mutual Funds, Retirement Planning, 401k, Securities, Estate Planning, Uniform Combined State..., Retirement, Investment Advisory, IRAs, Wealth Management, Fixed Annuities, Series 63, 401k Rollovers, Wealth Accumulation, Bonds, Series 65, Disability Insurance, Asset Allocation
Education
Rutgers, The State University of New Jersey-New Brunswick 1963 — 1966
PhD, Economics
Western Kentucky University 1959 — 1963
BS, Economics
Alexander VanDevere Alexander VanDevere's MassMutual Financial Group Experience April 2011 - December 2012
Job Looking for new opportunities.
Industry Financial Services
Experience
Glass & Associates September 2012 - May 2014
MassMutual Financial Group April 2011 - December 2012
Unified Marketing Systems Inc January 2009 - October 2009
Skagen Designs January 2001 - January 2007
Skills
Sales, Customer Service, Marketing, Account Management, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, New Business Development, Social Networking, Event Planning, Sales Management, Marketing Strategy, Social Media Marketing, Management, Training, Insurance, Leadership, Public Speaking
Education
San Jose State University 2008 — 2010
Bachelor's Degree, Marketing
Los Gatos High School 1998 — 2001
Glass & Associates September 2012 - May 2014
MassMutual Financial Group April 2011 - December 2012
Unified Marketing Systems Inc January 2009 - October 2009
Skagen Designs January 2001 - January 2007
Skills
Sales, Customer Service, Marketing, Account Management, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, New Business Development, Social Networking, Event Planning, Sales Management, Marketing Strategy, Social Media Marketing, Management, Training, Insurance, Leadership, Public Speaking
Education
San Jose State University 2008 — 2010
Bachelor's Degree, Marketing
Los Gatos High School 1998 — 2001
Beckett Thomsen Beckett Thomsen's MassMutual Financial Group Experience July 2010 - October 2011
Job Financial and Business Planning Consultant
Industry Financial Services
Experience
Hanson Consulting Group October 2011 - Present
Financial Decisions Informed, LLC November 2011 - November 2012
MassMutual Financial Group July 2010 - October 2011
Microsoft Corporation June 1994 - June 2010
Skills
Comprehensive Financial..., Insurance and Risk..., Investment Planning, Asset Management, Wealth Management, Tax Planning, Retirement Planning, Estate Planning, Financial Planning &..., Budgeting, Forecasting, Financial Reporting, Financial Modeling, Mergers & Acquisition..., Venture Finance, Business Strategy, Business Planning, Business Management, Competitive Analysis, Market Research, Market Analysis, Product Management, Product Planning
Education
Seattle University 2007 — 2008
Post-MBA Certificate, Marketing
Seattle University 1997 — 1999
Master's of Science, Finance
Seattle University 1992 — 1994
Master's of Business Administration, Accounting
University of Washington 1987 — 1991
Bachelor of Arts, Psychology
Hanson Consulting Group October 2011 - Present
Financial Decisions Informed, LLC November 2011 - November 2012
MassMutual Financial Group July 2010 - October 2011
Microsoft Corporation June 1994 - June 2010
Skills
Comprehensive Financial..., Insurance and Risk..., Investment Planning, Asset Management, Wealth Management, Tax Planning, Retirement Planning, Estate Planning, Financial Planning &..., Budgeting, Forecasting, Financial Reporting, Financial Modeling, Mergers & Acquisition..., Venture Finance, Business Strategy, Business Planning, Business Management, Competitive Analysis, Market Research, Market Analysis, Product Management, Product Planning
Education
Seattle University 2007 — 2008
Post-MBA Certificate, Marketing
Seattle University 1997 — 1999
Master's of Science, Finance
Seattle University 1992 — 1994
Master's of Business Administration, Accounting
University of Washington 1987 — 1991
Bachelor of Arts, Psychology
Charles Talbott Charles Talbott's MassMutual Financial Group Experience April 2006 - September 2008
Job Associate at Garrison Financial, LLC
Industry Financial Services
Experience
Garrison Financial, LLC June 2009 - Present
MassMutual Financial Group April 2006 - September 2008
Skills
Securities, Financial Services, Finance, Retirement, Insurance, Employee Benefits, Mutual Funds, Investments, Marketing, Life Insurance, 401k, Disability Insurance
Education
Salisbury University - Perdue School of Business
B.S., Finance
Calvert Hall College Highschool 1997 — 2001
Garrison Financial, LLC June 2009 - Present
MassMutual Financial Group April 2006 - September 2008
Skills
Securities, Financial Services, Finance, Retirement, Insurance, Employee Benefits, Mutual Funds, Investments, Marketing, Life Insurance, 401k, Disability Insurance
Education
Salisbury University - Perdue School of Business
B.S., Finance
Calvert Hall College Highschool 1997 — 2001
Brian Da Silva Brian Da Silva's MassMutual Financial Group Experience May 2011 - December 2011
Job Account Manager at Vitaquest International
Industry Financial Services
Experience
Vitaquest International March 2012 - Present
MassMutual Financial Group May 2011 - December 2011
Sellar Richardson P.C. Law Firm March 2010 - April 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, SAP, Sales, Time Management, Accounting, Leadership, Finance, Sales Operations, Management, Forecasting
Education
Seton Hall University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Seton Hall Prep 2003 — 2007
Vitaquest International March 2012 - Present
MassMutual Financial Group May 2011 - December 2011
Sellar Richardson P.C. Law Firm March 2010 - April 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, SAP, Sales, Time Management, Accounting, Leadership, Finance, Sales Operations, Management, Forecasting
Education
Seton Hall University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Seton Hall Prep 2003 — 2007
Ryan Stromatt's MassMutual Financial Group Experience February 2010 - February 2012
Job Corporate Accountant at SSA Marine
Industry Accounting
Experience
SSA Marine February 2012 - Present
MassMutual Financial Group February 2010 - February 2012
Seattle Pacific University March 2007 - October 2009
Fun Forest Amusement June 2003 - September 2006
Skills
Inventory Management, Excel, PowerPoint, Word, Database Administration, Accounting, Accounts Payable, Data Entry, Microsoft Office, Access, Insurance, Customer Service, Customer Relations, Problem Solving, Funding, Budgeting, Research, Investments, Scheduling, Outlook, Financial Reporting, Business Planning, Administration, Financial Analysis, Employee Benefits, Microsoft Excel, Microsoft Word, Budgets, Finance, Time Management, Strategic Financial...
Education
Seattle Pacific University 2005 — 2009
BA, Accounting
SSA Marine February 2012 - Present
MassMutual Financial Group February 2010 - February 2012
Seattle Pacific University March 2007 - October 2009
Fun Forest Amusement June 2003 - September 2006
Skills
Inventory Management, Excel, PowerPoint, Word, Database Administration, Accounting, Accounts Payable, Data Entry, Microsoft Office, Access, Insurance, Customer Service, Customer Relations, Problem Solving, Funding, Budgeting, Research, Investments, Scheduling, Outlook, Financial Reporting, Business Planning, Administration, Financial Analysis, Employee Benefits, Microsoft Excel, Microsoft Word, Budgets, Finance, Time Management, Strategic Financial...
Education
Seattle Pacific University 2005 — 2009
BA, Accounting
Kishore Tummala Kishore Tummala's MassMutual Financial Group Experience July 1997 - November 1997
Job Application Development Lead, PMP, CSM
Industry Hospital & Health Care
Experience
eviCore healthcare October 2012 - Present
Permanent General December 2004 - September 2012
Shop At Home Network November 2000 - November 2004
Bizprolink August 2000 - November 2000
Sapient June 2000 - August 2000
Shop At Home Network February 2000 - May 2000
HNC Solutions December 1998 - February 2000
Arbour Group LLC December 1997 - December 1998
MassMutual Financial Group July 1997 - November 1997
Skills
PMP, Project Management, SDLC, SQL, Software Development, Web Development, XML, Microsoft SQL Server, JavaScript, Claim, DB2, Java, Java Enterprise Edition, Databases, Data Warehousing, Oracle, Visio, Business Intelligence, Business Analysis, Agile Methodologies, Scrum, Software Project..., IT Management, Management, Process Improvement, Requirements Analysis, Integration, Software Documentation, Enterprise Architecture, Vendor Management
Education
Sathyabama Institute of Science and Technology 1992 — 1996
Bachelor of Engineering (BE)
Vignan 1990 — 1992
Kennedy Convent
eviCore healthcare October 2012 - Present
Permanent General December 2004 - September 2012
Shop At Home Network November 2000 - November 2004
Bizprolink August 2000 - November 2000
Sapient June 2000 - August 2000
Shop At Home Network February 2000 - May 2000
HNC Solutions December 1998 - February 2000
Arbour Group LLC December 1997 - December 1998
MassMutual Financial Group July 1997 - November 1997
Skills
PMP, Project Management, SDLC, SQL, Software Development, Web Development, XML, Microsoft SQL Server, JavaScript, Claim, DB2, Java, Java Enterprise Edition, Databases, Data Warehousing, Oracle, Visio, Business Intelligence, Business Analysis, Agile Methodologies, Scrum, Software Project..., IT Management, Management, Process Improvement, Requirements Analysis, Integration, Software Documentation, Enterprise Architecture, Vendor Management
Education
Sathyabama Institute of Science and Technology 1992 — 1996
Bachelor of Engineering (BE)
Vignan 1990 — 1992
Kennedy Convent
Don V. Nguyen, MBA Don V. Nguyen, MBA's MassMutual Financial Group Experience July 2010 - July 2011
Job Branch Manager, Assistant Vice President of Community Banking/ Licensed Brokerage Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2011 - Present
MassMutual Financial Group July 2010 - July 2011
Vo's LLC July 2010 - May 2011
VIZ Media July 2010 - December 2010
VITA- Vietnam Teaching Assistantship June 2010 - July 2010
Gap Inc./Old Navy December 2008 - June 2010
Mervyns March 2008 - December 2008
Mervyns August 2006 - March 2008
AdPubi/Pingo Calling Cards June 2006 - December 2006
UC Berkeley-Blue and Gold Yearbook August 2002 - May 2005
Skills
Forecasting, Budgeting, Event Management, Retail, Operational Planning, Team Building, Budgets, Event Planning, Customer Service, Management, Operations Management, Marketing, Training, Sales
Education
San Francisco State University, College of Business 2010 — 2013
MBA, Emphasis in Marketing and Finance
University of California, Los Angeles 2006 — 2006
Bachelor Of Arts, Asian-American Studies
University of California, Berkeley 2002 — 2006
Bachelor Of Arts, Mass Communications, Marketing/Advertising Emphasis
University of California, Berkeley 2002 — 2006
Bachelor of Science, Ethnic Studies
Oak Grove High School 1999 — 2002
High School Diploma, Information Technology
Oak Grove High School 1998 — 2002
HS Diploma, Information Technology
Wells Fargo July 2011 - Present
MassMutual Financial Group July 2010 - July 2011
Vo's LLC July 2010 - May 2011
VIZ Media July 2010 - December 2010
VITA- Vietnam Teaching Assistantship June 2010 - July 2010
Gap Inc./Old Navy December 2008 - June 2010
Mervyns March 2008 - December 2008
Mervyns August 2006 - March 2008
AdPubi/Pingo Calling Cards June 2006 - December 2006
UC Berkeley-Blue and Gold Yearbook August 2002 - May 2005
Skills
Forecasting, Budgeting, Event Management, Retail, Operational Planning, Team Building, Budgets, Event Planning, Customer Service, Management, Operations Management, Marketing, Training, Sales
Education
San Francisco State University, College of Business 2010 — 2013
MBA, Emphasis in Marketing and Finance
University of California, Los Angeles 2006 — 2006
Bachelor Of Arts, Asian-American Studies
University of California, Berkeley 2002 — 2006
Bachelor Of Arts, Mass Communications, Marketing/Advertising Emphasis
University of California, Berkeley 2002 — 2006
Bachelor of Science, Ethnic Studies
Oak Grove High School 1999 — 2002
High School Diploma, Information Technology
Oak Grove High School 1998 — 2002
HS Diploma, Information Technology
Eric Pumiglia's MassMutual Financial Group Experience January 2013 - February 2014
Job Second Vice President, Distribution at The Guardian Life
Industry Financial Services
Experience
Guardian Life October 2014 - Present
MassMutual Financial Group January 2013 - February 2014
The Hartford January 2011 - January 2013
The Hartford 2009 - 2011
The Hartford 2008 - February 2009
The Hartford 2006 - 2008
Skills
Insurance, Mergers & Acquisitions, Investments, Mutual Funds, Strategy, Leadership, Disability Insurance, Financial Services, 401k, Retirement, Relationship Management, Retirement Planning, Employee Benefits, Program Management, Distribution Strategies, Sales Operations, Sales Process, Influence At All Levels, C Suite, Mergers, Securities, Sales, Life Insurance, Pensions, Wealth Management, Defined Benefit, Sales Management, Management, Asset Management, Defined Contribution
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 2000
Masters, Business
Saint Anselm College 1988 — 1992
BA, History
Reg 7
Reg 7
Guardian Life October 2014 - Present
MassMutual Financial Group January 2013 - February 2014
The Hartford January 2011 - January 2013
The Hartford 2009 - 2011
The Hartford 2008 - February 2009
The Hartford 2006 - 2008
Skills
Insurance, Mergers & Acquisitions, Investments, Mutual Funds, Strategy, Leadership, Disability Insurance, Financial Services, 401k, Retirement, Relationship Management, Retirement Planning, Employee Benefits, Program Management, Distribution Strategies, Sales Operations, Sales Process, Influence At All Levels, C Suite, Mergers, Securities, Sales, Life Insurance, Pensions, Wealth Management, Defined Benefit, Sales Management, Management, Asset Management, Defined Contribution
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 2000
Masters, Business
Saint Anselm College 1988 — 1992
BA, History
Reg 7
Reg 7
Andrew Ganz's MassMutual Financial Group Experience May 2015 - Present
Job Senior Relationship Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2015 - Present
Intercare Insurance Solutions March 2011 - April 2015
First Allied Securities March 2009 - March 2011
Commonwealth Financial Network January 2006 - December 2008
LPL Financial Services September 2003 - January 2006
Lifetime Financial Advisors 1999 - 2003
Skills
Retirement, Investments, Series 7, Relationship Management, Retirement Planning, Mutual Funds, Wealth Management, Series 63, Investment Advisory, Employee Benefits, Financial Advisory, Defined Benefit, Finance, Asset Allocation, Business Development, Marketing, Alternative Investments, 401k, Pensions, Employee Retention, Qualified Retirement..., Retirement Plan...
Education
San Diego State University-California State University 1998 — 2002
Bachelor of Science, Finance
MassMutual Financial Group May 2015 - Present
Intercare Insurance Solutions March 2011 - April 2015
First Allied Securities March 2009 - March 2011
Commonwealth Financial Network January 2006 - December 2008
LPL Financial Services September 2003 - January 2006
Lifetime Financial Advisors 1999 - 2003
Skills
Retirement, Investments, Series 7, Relationship Management, Retirement Planning, Mutual Funds, Wealth Management, Series 63, Investment Advisory, Employee Benefits, Financial Advisory, Defined Benefit, Finance, Asset Allocation, Business Development, Marketing, Alternative Investments, 401k, Pensions, Employee Retention, Qualified Retirement..., Retirement Plan...
Education
San Diego State University-California State University 1998 — 2002
Bachelor of Science, Finance
Joseph Mugno's MassMutual Financial Group Experience 2013 - 2014
Job Executive Director at Mbraced Marketing L.L.C
Industry Management Consulting
Experience
Mbraced Marketing L.L.C January 2015 - Present
MassMutual Financial Group 2013 - 2014
Logical Source, Inc. 2011 - 2013
UBS Wealth Management 2009 - 2010
Morgan Stanley 2001 - 2009
Bear Stearns & Company 2000 - 2001
Prudential Financial 1993 - 2000
Skills
Financial Services, Sales, New Business Development, Disability Insurance, Retirement, Insurance, Investments, Long Term Care Insurance, Operations Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts (B.A.), Economics
Don Bosco Tech 1980 — 1984
Mbraced Marketing L.L.C January 2015 - Present
MassMutual Financial Group 2013 - 2014
Logical Source, Inc. 2011 - 2013
UBS Wealth Management 2009 - 2010
Morgan Stanley 2001 - 2009
Bear Stearns & Company 2000 - 2001
Prudential Financial 1993 - 2000
Skills
Financial Services, Sales, New Business Development, Disability Insurance, Retirement, Insurance, Investments, Long Term Care Insurance, Operations Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts (B.A.), Economics
Don Bosco Tech 1980 — 1984
Colin Niedermeyer's MassMutual Financial Group Experience July 2009 - September 2009
Job Acquisition Associate at Meridian Property Company
Industry Financial Services
Experience
Meridian Property Company June 2015 - Present
Wells Fargo July 2013 - June 2015
Wells Fargo March 2013 - July 2013
Wells Fargo July 2010 - March 2013
MassMutual Financial Group July 2009 - September 2009
HSBC October 2008 - December 2008
Lincoln Financial Advisors June 2007 - August 2007
Skills
PowerPoint, Access, Microsoft Excel, Microsoft Office, Financial Services, Commercial Banking, Financial Analysis, Financial Modeling, Portfolio Management, Credit, Credit Analysis, Underwriting, Management, Finance, Loans
Education
Saint Mary's College of California 2011 — 2012
Master of Business Administration (MBA), Finance
Santa Clara University 2006 — 2010
Bachelor of Science (B.S.), Finance
Meridian Property Company June 2015 - Present
Wells Fargo July 2013 - June 2015
Wells Fargo March 2013 - July 2013
Wells Fargo July 2010 - March 2013
MassMutual Financial Group July 2009 - September 2009
HSBC October 2008 - December 2008
Lincoln Financial Advisors June 2007 - August 2007
Skills
PowerPoint, Access, Microsoft Excel, Microsoft Office, Financial Services, Commercial Banking, Financial Analysis, Financial Modeling, Portfolio Management, Credit, Credit Analysis, Underwriting, Management, Finance, Loans
Education
Saint Mary's College of California 2011 — 2012
Master of Business Administration (MBA), Finance
Santa Clara University 2006 — 2010
Bachelor of Science (B.S.), Finance
W. John McCartin's MassMutual Financial Group Experience 1995 - 2005
Job Owner of First Financial Security, LLC
Industry Financial Services
Experience
First Financial Security, LLC January 1998 - Present
TD Ameritrade Institutional 2005 - Present
MassMutual Financial Group 1995 - 2005
Butcher and Singer 1993 - 1995
Famous Artists 1988 - 1991
T.V. Guide June 1984 - June 1988
Skills
Customer Service, Business Development, Consulting, Sales, Sales Management, Insurance, Marketing, New Business Development, Coaching, Team Building, Small Business, Entrepreneurship, Direct Sales, Real Estate, Advertising, Public Speaking, Leadership, Strategic Planning, Marketing Strategy, Start-ups, Social Media Marketing, Team Leadership, Training, Negotiation, Business Planning, Leadership Development, Social Networking, Fundraising, Account Management, Social Media, Event Planning, Budgets, Cold Calling, Management, Marketing Communications, Home Based Business, Business Networking, Online Marketing, Selling, Customer Satisfaction
Education
Santa Clara University 1960 — 1962
Political Science, Business
Bellarmine College Preparatory 1956 — 1960
college preparatory, Liberal Arts and Sciences, General Studies and Humanities
First Financial Security, LLC January 1998 - Present
TD Ameritrade Institutional 2005 - Present
MassMutual Financial Group 1995 - 2005
Butcher and Singer 1993 - 1995
Famous Artists 1988 - 1991
T.V. Guide June 1984 - June 1988
Skills
Customer Service, Business Development, Consulting, Sales, Sales Management, Insurance, Marketing, New Business Development, Coaching, Team Building, Small Business, Entrepreneurship, Direct Sales, Real Estate, Advertising, Public Speaking, Leadership, Strategic Planning, Marketing Strategy, Start-ups, Social Media Marketing, Team Leadership, Training, Negotiation, Business Planning, Leadership Development, Social Networking, Fundraising, Account Management, Social Media, Event Planning, Budgets, Cold Calling, Management, Marketing Communications, Home Based Business, Business Networking, Online Marketing, Selling, Customer Satisfaction
Education
Santa Clara University 1960 — 1962
Political Science, Business
Bellarmine College Preparatory 1956 — 1960
college preparatory, Liberal Arts and Sciences, General Studies and Humanities
Raffi Gulbenk's MassMutual Financial Group Experience February 2007 - September 2007
Job Financial Services Manager, AVP at People's United Bank
Industry Financial Services
Experience
People's United Bank September 2013 - Present
JPMorgan Chase September 2007 - August 2013
MassMutual Financial Group February 2007 - September 2007
Education
Sacred Heart University
People's United Bank September 2013 - Present
JPMorgan Chase September 2007 - August 2013
MassMutual Financial Group February 2007 - September 2007
Education
Sacred Heart University
Tom Hall CLU, ChFC, CFP's MassMutual Financial Group Experience 1992 - 2000
Job Divisional Vice President at Protective Life
Industry Insurance
Experience
Protective Life 2009 - Present
AXA Distributors July 2007 - December 2008
Insurance Marketing Services, LLC January 2007 - July 2008
AEGON-Transamerica Capital 2003 - 2006
Equitable Distributors Inc 2001 - 2003
MassMutual Financial Group 1992 - 2000
Skills
Life Insurance, Term Life Insurance, Universal Life, Sales Management, Strategic Planning, Product Marketing, Underwriting, Fixed Annuities, Series 6, Variable Annuities, Insurance, Series 63
Education
San Diego State University-California State University 1990 — 1992
B.S., Business Management
Buena High School
Protective Life 2009 - Present
AXA Distributors July 2007 - December 2008
Insurance Marketing Services, LLC January 2007 - July 2008
AEGON-Transamerica Capital 2003 - 2006
Equitable Distributors Inc 2001 - 2003
MassMutual Financial Group 1992 - 2000
Skills
Life Insurance, Term Life Insurance, Universal Life, Sales Management, Strategic Planning, Product Marketing, Underwriting, Fixed Annuities, Series 6, Variable Annuities, Insurance, Series 63
Education
San Diego State University-California State University 1990 — 1992
B.S., Business Management
Buena High School
Matt Broderick's MassMutual Financial Group Experience September 2013 - Present
Job Marketing Manager, MassMutual Retirement Services
Industry Financial Services
Experience
MassMutual Financial Group September 2013 - Present
The Hartford Business Journal July 2013 - Present
Boy Scouts of America January 2013 - Present
Travelers May 2012 - September 2013
The Hartford July 2011 - April 2012
The Hartford January 2008 - June 2011
United Way of Central & Northwestern Connecticut May 2007 - November 2007
The Hartford June 2006 - May 2007
Boys & Girls Clubs of Hartford October 2002 - May 2006
Middlesex United Way February 2001 - September 2002
Skills
Marketing Communications, Writing, Community Relations, Public Relations, Internal Communications, Newsletters, Marketing, Copywriting, Editing, Corporate Communications, Leadership, Community Development, Strategic Communications
Education
Trinity College-Hartford 2001 — 2005
Masters, Public Policy
Saint Anselm College 1992 — 1996
Bachelor's degree, English
MassMutual Financial Group September 2013 - Present
The Hartford Business Journal July 2013 - Present
Boy Scouts of America January 2013 - Present
Travelers May 2012 - September 2013
The Hartford July 2011 - April 2012
The Hartford January 2008 - June 2011
United Way of Central & Northwestern Connecticut May 2007 - November 2007
The Hartford June 2006 - May 2007
Boys & Girls Clubs of Hartford October 2002 - May 2006
Middlesex United Way February 2001 - September 2002
Skills
Marketing Communications, Writing, Community Relations, Public Relations, Internal Communications, Newsletters, Marketing, Copywriting, Editing, Corporate Communications, Leadership, Community Development, Strategic Communications
Education
Trinity College-Hartford 2001 — 2005
Masters, Public Policy
Saint Anselm College 1992 — 1996
Bachelor's degree, English
Mark Funchion's MassMutual Financial Group Experience July 2007 - Present
Job Actuarial Analyst
Industry Financial Services
Experience
MassMutual Financial Group July 2007 - Present
University of Vermont September 2005 - June 2007
Danvers High School April 2003 - August 2005
Skills
Pension Consulting, Mathematics, Actuarial Science, Microsoft Excel, Teaching, Microsoft Office, Statistics, Data Analysis, Matlab, Financial Analysis, Higher Education
Education
University of Vermont 2005 — 2007
M.S., Applied Mathematics
Salem State University 2001 — 2003
B.S., Mathematics
MassMutual Financial Group July 2007 - Present
University of Vermont September 2005 - June 2007
Danvers High School April 2003 - August 2005
Skills
Pension Consulting, Mathematics, Actuarial Science, Microsoft Excel, Teaching, Microsoft Office, Statistics, Data Analysis, Matlab, Financial Analysis, Higher Education
Education
University of Vermont 2005 — 2007
M.S., Applied Mathematics
Salem State University 2001 — 2003
B.S., Mathematics
Mary Davis Phelps's MassMutual Financial Group Experience January 2009 - March 2012
Job AVP; Financial Solutions Advisor at Bank of America
Industry Financial Services
Experience
Bank of America March 2012 - Present
MassMutual Financial Group January 2009 - March 2012
Macy's Midwest March 2006 - August 2008
May Merchandising Company 1998 - 2006
Education
Kirkwood High School
Saint Louis University
Accounting, Business Law
University of Missouri-Columbia
BA, Anthropology, Journalism
Bank of America March 2012 - Present
MassMutual Financial Group January 2009 - March 2012
Macy's Midwest March 2006 - August 2008
May Merchandising Company 1998 - 2006
Education
Kirkwood High School
Saint Louis University
Accounting, Business Law
University of Missouri-Columbia
BA, Anthropology, Journalism
David A. Lopez's MassMutual Financial Group Experience January 2014 - August 2015
Job Financial Services Professional
Industry Financial Services
Experience
Harness Advisors, LLC. April 2015 - Present
MassMutual Financial Group January 2014 - August 2015
First Niagara Bank August 2012 - January 2014
JPMorgan Chase 2008 - 2012
AXA Advisors January 2007 - April 2008
Sterling National Bank (formerly Provident Bank New York) 2004 - 2006
Skills
Employee Benefits, Executive Benefits, Fixed Annuities, Life Insurance, Personal Life Insurance, Key Person Insurance, Disability Insurance, Disability Income..., Group Benefits, Long Term Care Insurance
Education
School of Visual Arts 1999 — 2004
Graphic Design
Monroe-Woodbury 1995 — 1999
Monroe-Woodbury 1995 — 1999
Harness Advisors, LLC. April 2015 - Present
MassMutual Financial Group January 2014 - August 2015
First Niagara Bank August 2012 - January 2014
JPMorgan Chase 2008 - 2012
AXA Advisors January 2007 - April 2008
Sterling National Bank (formerly Provident Bank New York) 2004 - 2006
Skills
Employee Benefits, Executive Benefits, Fixed Annuities, Life Insurance, Personal Life Insurance, Key Person Insurance, Disability Insurance, Disability Income..., Group Benefits, Long Term Care Insurance
Education
School of Visual Arts 1999 — 2004
Graphic Design
Monroe-Woodbury 1995 — 1999
Monroe-Woodbury 1995 — 1999
Michael Daley, CPA's MassMutual Financial Group Experience April 2012 - Present
Job Financial Advisor, Amateur Photographer, and Avid Sports Fan
Industry Financial Services
Experience
MassMutual Financial Group April 2012 - Present
Midwest Employers Casualty Company October 2009 - April 2012
PwC 2005 - 2009
neoCreative June 2000 - August 2006
Frank Williams & Associates July 1999 - August 2006
Skills
Strategic Planning, Disability Insurance, CPA, Healthcare, Business Analysis, Process Improvement
Education
Saint Louis University 2005 — 2006
Masters, Accounting
Saint Louis University 2002 — 2005
Bachelor of Arts, Business Administration
MassMutual Financial Group April 2012 - Present
Midwest Employers Casualty Company October 2009 - April 2012
PwC 2005 - 2009
neoCreative June 2000 - August 2006
Frank Williams & Associates July 1999 - August 2006
Skills
Strategic Planning, Disability Insurance, CPA, Healthcare, Business Analysis, Process Improvement
Education
Saint Louis University 2005 — 2006
Masters, Accounting
Saint Louis University 2002 — 2005
Bachelor of Arts, Business Administration
Gary Bozin's MassMutual Financial Group Experience March 2014 - Present
Job Relationship Manager, Mass Mutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group March 2014 - Present
ING Financial Partners January 1999 - February 2014
ING Financial Partners 1999 - 2010
The Hartford August 1991 - January 1999
Skills
401k, Leadership, Management, Retirement, Sales Operations, Retirement Planning, Series 63, Mutual Funds, Series 6, Series 7, Fixed Annuities, Pensions, Asset Allocation, Investments, Investment Advisory, Wealth Management, Defined Benefit, Securities, Financial Advisory, Series 65, Financial Services, FINRA, Series 24
Education
San Francisco State University, College of Business 1981 — 1984
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
MassMutual Financial Group March 2014 - Present
ING Financial Partners January 1999 - February 2014
ING Financial Partners 1999 - 2010
The Hartford August 1991 - January 1999
Skills
401k, Leadership, Management, Retirement, Sales Operations, Retirement Planning, Series 63, Mutual Funds, Series 6, Series 7, Fixed Annuities, Pensions, Asset Allocation, Investments, Investment Advisory, Wealth Management, Defined Benefit, Securities, Financial Advisory, Series 65, Financial Services, FINRA, Series 24
Education
San Francisco State University, College of Business 1981 — 1984
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Chris Horton's MassMutual Financial Group Experience August 2013 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2013 - Present
Travis Credit Union December 2012 - June 2013
Wells Fargo August 2010 - August 2012
Wells Fargo Home Mortgage June 2008 - August 2010
Bank of America September 2006 - June 2008
Skills
Business Development, Commercial Lending, Small Business Lending, Microsoft Office, Microsoft Word, Social Media, POS, PowerPoint, Microsoft Excel, People Skills, Public Relations, Teamwork, Finance, Loans, Mortgage Lending, Real Estate, Management, Financial Services, Sales, Financial Analysis, Small Business, Analysis, Marketing, Retirement, Life Insurance, Time Management, Disability Insurance, Banking, Insurance, Investments, Fixed Annuities, Employee Benefits, Program Management, Commercial Banking, Credit, Financial Advisory, Retirement Planning, Financial Planning, Risk Management, Wealth Management, Underwriting
Education
UCSB 1995 — 1997
Sports and Exercise
Santa Barbara City College 1993 — 1995
Associate of Science (A.S.), Sports and Exercise
MassMutual Financial Group August 2013 - Present
Travis Credit Union December 2012 - June 2013
Wells Fargo August 2010 - August 2012
Wells Fargo Home Mortgage June 2008 - August 2010
Bank of America September 2006 - June 2008
Skills
Business Development, Commercial Lending, Small Business Lending, Microsoft Office, Microsoft Word, Social Media, POS, PowerPoint, Microsoft Excel, People Skills, Public Relations, Teamwork, Finance, Loans, Mortgage Lending, Real Estate, Management, Financial Services, Sales, Financial Analysis, Small Business, Analysis, Marketing, Retirement, Life Insurance, Time Management, Disability Insurance, Banking, Insurance, Investments, Fixed Annuities, Employee Benefits, Program Management, Commercial Banking, Credit, Financial Advisory, Retirement Planning, Financial Planning, Risk Management, Wealth Management, Underwriting
Education
UCSB 1995 — 1997
Sports and Exercise
Santa Barbara City College 1993 — 1995
Associate of Science (A.S.), Sports and Exercise
Sara Decker's MassMutual Financial Group Experience January 2014 - February 2015
Job Sr. Case Design Analyst at The Hebets Company
Industry Online Media
Experience
The Hebets Company April 2015 - Present
MassMutual Financial Group January 2014 - February 2015
Dress for Success Phoenix January 2013 - May 2014
Dress for Success Phoenix June 2012 - May 2014
Turning Pointe Wealth Mangement August 2012 - December 2013
CWM June 2011 - June 2012
Pacific Life 2000 - 2011
Capital Management & Planning 1998 - 2000
Prudential Financial 1997 - 1998
Skills
Asset Protection, Marketing Strategy, Retirement Planning, Insurance, Life Insurance, Employee Benefits, Disability Insurance, Strategic Financial..., 401k, Estate Planning, Social Networking, Marketing Communications, Public Speaking, LinkedIn, Social Media Marketing, PowerPoint, Presentation Development, Collateral Materials..., Agency Relationship..., Dynamic Speaker, Term Life Insurance, Financial Services, IRAs, Long-term Care, Fixed Annuities, Asset Allocation, Asset Management, Finance, Investments, Retirement, Management, Marketing, Sales, Strategic Planning, Small Business, Social Media, Customer Service, Relationship Management, Coaching, New Business Development, Sales Management, Training, Strategy
Education
San Jose State University 1989 — 1994
BA, Education
Oak Grove High School
The Hebets Company April 2015 - Present
MassMutual Financial Group January 2014 - February 2015
Dress for Success Phoenix January 2013 - May 2014
Dress for Success Phoenix June 2012 - May 2014
Turning Pointe Wealth Mangement August 2012 - December 2013
CWM June 2011 - June 2012
Pacific Life 2000 - 2011
Capital Management & Planning 1998 - 2000
Prudential Financial 1997 - 1998
Skills
Asset Protection, Marketing Strategy, Retirement Planning, Insurance, Life Insurance, Employee Benefits, Disability Insurance, Strategic Financial..., 401k, Estate Planning, Social Networking, Marketing Communications, Public Speaking, LinkedIn, Social Media Marketing, PowerPoint, Presentation Development, Collateral Materials..., Agency Relationship..., Dynamic Speaker, Term Life Insurance, Financial Services, IRAs, Long-term Care, Fixed Annuities, Asset Allocation, Asset Management, Finance, Investments, Retirement, Management, Marketing, Sales, Strategic Planning, Small Business, Social Media, Customer Service, Relationship Management, Coaching, New Business Development, Sales Management, Training, Strategy
Education
San Jose State University 1989 — 1994
BA, Education
Oak Grove High School
Ryan Call's MassMutual Financial Group Experience January 2013 - Present
Job Relationship Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford October 2011 - December 2012
The Hartford January 2008 - September 2011
Sun Life Retirement Services 2007 - 2008
MetLife 2006 - 2007
Skills
Retirement Planning, Investments, ERISA, Financial Advisory, Business Planning, Competitive Analysis, Analysis, Sales Operations, 401k, Series 63, Small Business, Series 6, Mutual Funds, Retirement, Fixed Annuities, Retirement Plan...
Education
Saint Anselm College 2002 — 2006
BA, Business
MassMutual Financial Group January 2013 - Present
The Hartford October 2011 - December 2012
The Hartford January 2008 - September 2011
Sun Life Retirement Services 2007 - 2008
MetLife 2006 - 2007
Skills
Retirement Planning, Investments, ERISA, Financial Advisory, Business Planning, Competitive Analysis, Analysis, Sales Operations, 401k, Series 63, Small Business, Series 6, Mutual Funds, Retirement, Fixed Annuities, Retirement Plan...
Education
Saint Anselm College 2002 — 2006
BA, Business
John Randall, AIF, CRPS's MassMutual Financial Group Experience April 2012 - August 2014
Job Retirement Plans Sales Director at HK Financial Services
Industry Financial Services
Experience
HK Financial Services September 2014 - Present
MassMutual Financial Group April 2012 - August 2014
Skills
Series 7, Retirement, 401k, Mutual Funds, Pensions, Retirement Planning, Defined Benefit, Employee Benefits, Series 63, Investments
Education
Saint John's University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
HK Financial Services September 2014 - Present
MassMutual Financial Group April 2012 - August 2014
Skills
Series 7, Retirement, 401k, Mutual Funds, Pensions, Retirement Planning, Defined Benefit, Employee Benefits, Series 63, Investments
Education
Saint John's University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Ashley Born's MassMutual Financial Group Experience February 2008 - June 2010
Job Corporate Finance
Industry Financial Services
Experience
MassMutual Financial Group February 2008 - June 2010
The Phoenix Companies February 2007 - February 2008
Honeywell 2000 - 2007
Skills
Accounting, Asset Allocation, Financial Modeling, Finance, Insurance, Investments, Valuation, Financial Analysis, Financial Reporting, Corporate Finance
Education
Seton Hall University 2002 — 2005
Taxation
University of Arizona 1999 — 2001
Accounting/Finance
MassMutual Financial Group February 2008 - June 2010
The Phoenix Companies February 2007 - February 2008
Honeywell 2000 - 2007
Skills
Accounting, Asset Allocation, Financial Modeling, Finance, Insurance, Investments, Valuation, Financial Analysis, Financial Reporting, Corporate Finance
Education
Seton Hall University 2002 — 2005
Taxation
University of Arizona 1999 — 2001
Accounting/Finance
Tim Halwas's MassMutual Financial Group Experience July 2015 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group July 2015 - Present
NYLIFE Securities LLC September 2013 - Present
New York Life September 2013 - June 2015
Love Envelopes May 2004 - April 2013
Atlantic Envelope Company May 1995 - May 2004
Universal Computer Systems February 1993 - May 1995
Skills
Insurance, Retirement, Small Business, Retirement Planning, Asset Protection, Estate Planning, Time Management, 401k Rollovers, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Succession Planning, Wealth Preservation..., Thought Leadership, Communication, Multi-tasking Skills, Business Networking, Business Development, Business Insurance..., Buy/Sell Agreements
Education
Sam Houston State University 1987 — 1992
Bachelor of Arts (BA), Marketing
Conroe High school 1984 — 1986
MassMutual Financial Group July 2015 - Present
NYLIFE Securities LLC September 2013 - Present
New York Life September 2013 - June 2015
Love Envelopes May 2004 - April 2013
Atlantic Envelope Company May 1995 - May 2004
Universal Computer Systems February 1993 - May 1995
Skills
Insurance, Retirement, Small Business, Retirement Planning, Asset Protection, Estate Planning, Time Management, 401k Rollovers, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Succession Planning, Wealth Preservation..., Thought Leadership, Communication, Multi-tasking Skills, Business Networking, Business Development, Business Insurance..., Buy/Sell Agreements
Education
Sam Houston State University 1987 — 1992
Bachelor of Arts (BA), Marketing
Conroe High school 1984 — 1986
Odell Stewart Jr.'s MassMutual Financial Group Experience July 1995 - August 2005
Job Dedicated Agent, servicing families and owners of small business with investments,insurance and retirement planning .
Industry Financial Services
Experience
New York Life August 2005 - Present
New York Life Insurance Company August 2005 - Present
MassMutual Financial Group July 1995 - August 2005
Skills
Retirement Planning, Investment Strategies, Insurance, Investments, Income Protection, Life Insurance, Licensed in Long Term..., Estate Planning, Lifetime income..., Retirement, Supplements to Employee..., IRAs, Small Business..., IRA rollover, 401-k rollover, Key Person Insurance, Annuity Sales, Financial Services, Business Insurance..., LUTCF, Series 6, College Savings Plans, 401k Rollovers
Education
Rutgers, The State University of New Jersey-Newark 1969 — 1973
Bachelor of Applied Science (B.A.Sc.)
New York Life August 2005 - Present
New York Life Insurance Company August 2005 - Present
MassMutual Financial Group July 1995 - August 2005
Skills
Retirement Planning, Investment Strategies, Insurance, Investments, Income Protection, Life Insurance, Licensed in Long Term..., Estate Planning, Lifetime income..., Retirement, Supplements to Employee..., IRAs, Small Business..., IRA rollover, 401-k rollover, Key Person Insurance, Annuity Sales, Financial Services, Business Insurance..., LUTCF, Series 6, College Savings Plans, 401k Rollovers
Education
Rutgers, The State University of New Jersey-Newark 1969 — 1973
Bachelor of Applied Science (B.A.Sc.)
Bob Carbone's MassMutual Financial Group Experience 2005 - 2006
Job Director Trading & Clearing at The Hartford
Industry Insurance
Experience
The Hartford April 2012 - Present
Hartford Life March 2010 - April 2012
Travelers Insurance May 2005 - February 2010
MassMutual Financial Group 2005 - 2006
CitiGroup/Travelers Life & Annuity 1995 - 2005
Travelers Life & Annuity 1984 - 2005
Skills
Pricing, Investments, Risk Management, Mutual Funds, Variable Annuities, General Ledger..., Financial Reporting, Separate Accounts, Financial Accounting, Process Improvement, Business Analysis, Series 6, Securities, Retirement, Financial Services, Management, Life Insurance, Finance, Strategic Financial..., Banking, Fixed Annuities, Financial Planning
Education
Tunxis Community College 1982 — 1984
Associate in Science Degree, Business Administration
Saint Bonaventure University 1980 — 1982
Business Management
The Hartford April 2012 - Present
Hartford Life March 2010 - April 2012
Travelers Insurance May 2005 - February 2010
MassMutual Financial Group 2005 - 2006
CitiGroup/Travelers Life & Annuity 1995 - 2005
Travelers Life & Annuity 1984 - 2005
Skills
Pricing, Investments, Risk Management, Mutual Funds, Variable Annuities, General Ledger..., Financial Reporting, Separate Accounts, Financial Accounting, Process Improvement, Business Analysis, Series 6, Securities, Retirement, Financial Services, Management, Life Insurance, Finance, Strategic Financial..., Banking, Fixed Annuities, Financial Planning
Education
Tunxis Community College 1982 — 1984
Associate in Science Degree, Business Administration
Saint Bonaventure University 1980 — 1982
Business Management
Craig Hughes's MassMutual Financial Group Experience September 2011 - Present
Job Mass Mutual Southern New England
Industry Financial Services
Experience
MassMutual Financial Group September 2011 - Present
New York Life Insurance Company September 2007 - August 2011
The Guardian Life Insurance Company of America 2002 - 2007
Skills
Mutual Funds, Insurance, Employee Benefits, Series 7, Fixed Annuities, Retirement Planning, Estate Planning, Retirement, Strategic Financial..., Disability Insurance, Investments, Life Insurance, Long-term Care, Series 63, Portfolio Management, Financial Planners, 401k, Financial Services, Finance, Securities, Series 6, FINRA, Management
Education
Salve Regina University 1993 — 2002
MBA, Management
Hendricken 1989 — 1993
MassMutual Financial Group September 2011 - Present
New York Life Insurance Company September 2007 - August 2011
The Guardian Life Insurance Company of America 2002 - 2007
Skills
Mutual Funds, Insurance, Employee Benefits, Series 7, Fixed Annuities, Retirement Planning, Estate Planning, Retirement, Strategic Financial..., Disability Insurance, Investments, Life Insurance, Long-term Care, Series 63, Portfolio Management, Financial Planners, 401k, Financial Services, Finance, Securities, Series 6, FINRA, Management
Education
Salve Regina University 1993 — 2002
MBA, Management
Hendricken 1989 — 1993
Keith Steele's MassMutual Financial Group Experience 1996 - 1998
Job Business Development Manager at Haselkorn, Inc.
Industry Information Technology and Services
Experience
Haselkorn, Inc. January 2015 - Present
Symantec August 2013 - December 2014
New Horizons CLC January 1997 - August 2013
MassMutual Financial Group 1996 - 1998
Skills
Training, Management, Employee Training, Project Management, ITIL, VMware, Coaching, Sales, Cisco Technologies, Citrix, Budgets, Time Management, Solution Selling, CRM, Training Delivery, Vendor Management, Windows, Linux, Cloud Computing, Security, Business Development, Leadership, Account Management, Cold Calling, Process Improvement, Enterprise Software, Group Policy, Microsoft Technologies, Program Management, Virtualization, System Administration, Team Leadership, Customer Service, SaaS, Scrum, Direct Sales, Recruiting, System Deployment
Education
University of Hartford 1991 — 1995
MBA, Business
Saint Michael's College 1986 — 1990
BA, Business
Haselkorn, Inc. January 2015 - Present
Symantec August 2013 - December 2014
New Horizons CLC January 1997 - August 2013
MassMutual Financial Group 1996 - 1998
Skills
Training, Management, Employee Training, Project Management, ITIL, VMware, Coaching, Sales, Cisco Technologies, Citrix, Budgets, Time Management, Solution Selling, CRM, Training Delivery, Vendor Management, Windows, Linux, Cloud Computing, Security, Business Development, Leadership, Account Management, Cold Calling, Process Improvement, Enterprise Software, Group Policy, Microsoft Technologies, Program Management, Virtualization, System Administration, Team Leadership, Customer Service, SaaS, Scrum, Direct Sales, Recruiting, System Deployment
Education
University of Hartford 1991 — 1995
MBA, Business
Saint Michael's College 1986 — 1990
BA, Business
Stephen Parcel's MassMutual Financial Group Experience February 2014 - November 2014
Job Project/QA Manager Consultant
Industry Information Technology and Services
Experience
National Western Life December 2014 - Present
MassMutual Financial Group February 2014 - November 2014
Allianz Life January 2012 - December 2013
Glaxo Smithkline Pharmaceuticals October 2011 - January 2012
Bank of America/Merrill Lynch July 2010 - September 2011
Nobel Biocare March 2010 - July 2010
TD Bank December 2009 - March 2010
Merrill Lynch February 2008 - November 2009
Office Of Payroll City of NY July 2007 - December 2007
Merck Pharmaceuticals February 2002 - June 2007
Skills
Quality Center, Testing, SDLC, Agile Methodologies, Software Quality..., Quality Assurance, Test Management, Integration, Test Automation, Software Development, Waterfall, QTP, Oracle, Test Cases, Test Planning, HP Quality Center, HP QTP
Education
Saint Peter's University 1980 — 1985
BS, Marketing
National Western Life December 2014 - Present
MassMutual Financial Group February 2014 - November 2014
Allianz Life January 2012 - December 2013
Glaxo Smithkline Pharmaceuticals October 2011 - January 2012
Bank of America/Merrill Lynch July 2010 - September 2011
Nobel Biocare March 2010 - July 2010
TD Bank December 2009 - March 2010
Merrill Lynch February 2008 - November 2009
Office Of Payroll City of NY July 2007 - December 2007
Merck Pharmaceuticals February 2002 - June 2007
Skills
Quality Center, Testing, SDLC, Agile Methodologies, Software Quality..., Quality Assurance, Test Management, Integration, Test Automation, Software Development, Waterfall, QTP, Oracle, Test Cases, Test Planning, HP Quality Center, HP QTP
Education
Saint Peter's University 1980 — 1985
BS, Marketing
Christi Schatzberg's MassMutual Financial Group Experience March 2009 - December 2009
Job Internal Product Consultant at LPL Finanical
Industry Financial Services
Experience
LPL Finanical September 2010 - Present
MassMutual Financial Group March 2009 - December 2009
Skills
Retirement Planning, Series 7, Retirement, Series 63, Mutual Funds, Investments, Wealth Management, Securities, Fixed Annuities, Life Insurance, 401k, Asset Allocation, Portfolio Management, Financial Services, IRAs
Education
San Diego State University-California State University 2007 — 2009
Bachelor of Arts, Economics
LPL Finanical September 2010 - Present
MassMutual Financial Group March 2009 - December 2009
Skills
Retirement Planning, Series 7, Retirement, Series 63, Mutual Funds, Investments, Wealth Management, Securities, Fixed Annuities, Life Insurance, 401k, Asset Allocation, Portfolio Management, Financial Services, IRAs
Education
San Diego State University-California State University 2007 — 2009
Bachelor of Arts, Economics
Joanna Eikanas's MassMutual Financial Group Experience October 2012 - Present
Job Insurance Services: License # 0E34103
Industry Insurance
Experience
MassMutual Financial Group October 2012 - Present
Allianz Life February 2010 - Present
LWF Home Care Specialists April 2011 - May 2012
Miceli Financial Partners June 2010 - April 2011
Skills
Customer Service, Life Insurance
Education
San Francisco State University 1991 — 1993
Bachelor of Arts (BA), Therapeutic Recreation/Recreational Therapy
Long Beach State University 1990 — 1991
West Valley College 1988 — 1990
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Westmont High School 1984 — 1988
MassMutual Financial Group October 2012 - Present
Allianz Life February 2010 - Present
LWF Home Care Specialists April 2011 - May 2012
Miceli Financial Partners June 2010 - April 2011
Skills
Customer Service, Life Insurance
Education
San Francisco State University 1991 — 1993
Bachelor of Arts (BA), Therapeutic Recreation/Recreational Therapy
Long Beach State University 1990 — 1991
West Valley College 1988 — 1990
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Westmont High School 1984 — 1988
Mary Ann Rodd's MassMutual Financial Group Experience May 2009 - August 2014
Job Senior Graphic Designer/Project Manager
Industry Judiciary
Experience
State of Connecticut Judicial Branch August 2010 - Present
MassMutual Financial Group May 2009 - August 2014
Freelance Graphic Design February 2009 - August 2014
ING April 1986 - January 2009
Skills
Advertising, Marketing, Project Management, Marketing Communications, Web Design, Graphic Design, Adobe Creative Suite, Illustrator, InDesign, Photoshop, Corporate Branding, QuarkXPress, Brochures, Graphics, Dreamweaver, Brand Development, Layout, Adobe Acrobat
Education
School of Visual Arts 1977 — 1981
Bachelor of Fine Arts (BFA), Graphic Design
State of Connecticut Judicial Branch August 2010 - Present
MassMutual Financial Group May 2009 - August 2014
Freelance Graphic Design February 2009 - August 2014
ING April 1986 - January 2009
Skills
Advertising, Marketing, Project Management, Marketing Communications, Web Design, Graphic Design, Adobe Creative Suite, Illustrator, InDesign, Photoshop, Corporate Branding, QuarkXPress, Brochures, Graphics, Dreamweaver, Brand Development, Layout, Adobe Acrobat
Education
School of Visual Arts 1977 — 1981
Bachelor of Fine Arts (BFA), Graphic Design
Robert Pemberton's MassMutual Financial Group Experience January 2014 - September 2014
Job Application Support at Western Governors University
Industry Computer Software
Experience
Western Governors University September 2014 - Present
MassMutual Financial Group January 2014 - September 2014
Integrated Employer Solutions April 2012 - September 2013
Qqest Software Systems September 2007 - February 2012
Digis January 2007 - September 2007
Digis September 2006 - January 2007
Digis January 2006 - September 2006
Valley Protective Services October 2004 - October 2005
Teleperformance October 2003 - August 2004
McLeodUSA August 2000 - June 2002
Skills
Microsoft Dynamics..., Microsoft Dynamics CRM, Troubleshooting, Technical Support, Integration, Networking, SQL Server Management..., Encryption, Photoshop, Dreamweaver, Microsoft Office, IIS, Windows, TCP/IP, HTML, CSS, Home Networking, Internet Services, Piano Playing, Piano Music Arrangement, PHP, Piano Music Composition, Linux, Databases, Operating Systems, SQL, Management, Leadership, Customer Service, Microsoft SQL Server, Telecommunications
Education
Salt Lake Community College 1999 — 2002
AA, Multimedia
LDS Sunday School
Western Governors University September 2014 - Present
MassMutual Financial Group January 2014 - September 2014
Integrated Employer Solutions April 2012 - September 2013
Qqest Software Systems September 2007 - February 2012
Digis January 2007 - September 2007
Digis September 2006 - January 2007
Digis January 2006 - September 2006
Valley Protective Services October 2004 - October 2005
Teleperformance October 2003 - August 2004
McLeodUSA August 2000 - June 2002
Skills
Microsoft Dynamics..., Microsoft Dynamics CRM, Troubleshooting, Technical Support, Integration, Networking, SQL Server Management..., Encryption, Photoshop, Dreamweaver, Microsoft Office, IIS, Windows, TCP/IP, HTML, CSS, Home Networking, Internet Services, Piano Playing, Piano Music Arrangement, PHP, Piano Music Composition, Linux, Databases, Operating Systems, SQL, Management, Leadership, Customer Service, Microsoft SQL Server, Telecommunications
Education
Salt Lake Community College 1999 — 2002
AA, Multimedia
LDS Sunday School
Kelly Wolak's MassMutual Financial Group Experience May 2009 - September 2009
Job Integrated Marketing Associate at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2014 - Present
OppenheimerFunds December 2012 - November 2014
OppenheimerFunds September 2011 - December 2012
OppenheimerFunds June 2011 - September 2011
Private Company June 2006 - June 2011
MassMutual Financial Group May 2009 - September 2009
Skills
Asset Managment, Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Fixed Income, Financial Services, Financial Analysis, Financial Modeling, Portfolio Management, Bloomberg, Retirement, Equities, Investments, Asset Management, Capital Markets, Insurance, Valuation, Relationship Management, Investment Management, Retirement Planning, Financial Markets, Wealth Management, Finance, Securities, Strategic Financial..., Marketing, Hedge Funds, Uniform Combined State..., Equity Research, Financial Advisory, Economics, Morningstar, Investment Advisory, Due Diligence, Corporate Finance, FINRA, Risk Management, Market Research, Analysis, Investment Strategies, IRAs, Competitive Analysis, Project Management, Bonds, Investment Banking, Analytics, Brand Awareness
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Finance, Business, Finance, Marketing
Florence University of the Arts via Fairfield University
Haub School, Business
OppenheimerFunds November 2014 - Present
OppenheimerFunds December 2012 - November 2014
OppenheimerFunds September 2011 - December 2012
OppenheimerFunds June 2011 - September 2011
Private Company June 2006 - June 2011
MassMutual Financial Group May 2009 - September 2009
Skills
Asset Managment, Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Fixed Income, Financial Services, Financial Analysis, Financial Modeling, Portfolio Management, Bloomberg, Retirement, Equities, Investments, Asset Management, Capital Markets, Insurance, Valuation, Relationship Management, Investment Management, Retirement Planning, Financial Markets, Wealth Management, Finance, Securities, Strategic Financial..., Marketing, Hedge Funds, Uniform Combined State..., Equity Research, Financial Advisory, Economics, Morningstar, Investment Advisory, Due Diligence, Corporate Finance, FINRA, Risk Management, Market Research, Analysis, Investment Strategies, IRAs, Competitive Analysis, Project Management, Bonds, Investment Banking, Analytics, Brand Awareness
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Finance, Business, Finance, Marketing
Florence University of the Arts via Fairfield University
Haub School, Business
Cynthia McKenzie's MassMutual Financial Group Experience July 2011 - April 2014
Job FEBAA
Industry Financial Services
Experience
Federal Employee Benefit Assistant Agency February 2015 - Present
MassMutual Financial Group July 2011 - April 2014
Southeast Medical Sales August 2009 - May 2011
ADP October 2006 - August 2009
Executrain/Athena August 1999 - October 2006
Human Factor June 1996 - August 1999
The Berry Company (A Bell South Company) May 1990 - May 1996
Skills
Finance, Life Insurance, Marketing Strategy, Human Resources, Long Term Care Insurance, Employee Benefits, Account Management, Fixed Annuities, Disability Insurance, Networking, New Business Development, Financial Services, Management, Marketing, Retirement, Sales, Event Planning, Customer Service, Analysis, Time Management
Education
Samford University 1983 — 1989
BS, Marketing
Samford University
Federal Employee Benefit Assistant Agency February 2015 - Present
MassMutual Financial Group July 2011 - April 2014
Southeast Medical Sales August 2009 - May 2011
ADP October 2006 - August 2009
Executrain/Athena August 1999 - October 2006
Human Factor June 1996 - August 1999
The Berry Company (A Bell South Company) May 1990 - May 1996
Skills
Finance, Life Insurance, Marketing Strategy, Human Resources, Long Term Care Insurance, Employee Benefits, Account Management, Fixed Annuities, Disability Insurance, Networking, New Business Development, Financial Services, Management, Marketing, Retirement, Sales, Event Planning, Customer Service, Analysis, Time Management
Education
Samford University 1983 — 1989
BS, Marketing
Samford University
Hugh Staples's MassMutual Financial Group Experience 2011 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group 2011 - Present
MassMutual Financial Group 2010 - 2011
Education
San Jose State University 1977 — 1981
Bachelor, Business Management
MassMutual Financial Group 2011 - Present
MassMutual Financial Group 2010 - 2011
Education
San Jose State University 1977 — 1981
Bachelor, Business Management
Douglas M. Skelley, CIMA's MassMutual Financial Group Experience January 2013 - December 2014
Job Managing Director/Senior Investment Consultant at MassMutual Financial Group
Industry Investment Management
Experience
MassMutual Financial Group January 2013 - December 2014
The Hartford December 2003 - January 2013
Prudential Financial 1999 - 2003
The Hartford 1998 - 1999
Resource Investors Management Company (RIMCO) 1991 - 1998
American Express 1989 - 1990
Education
University of Hartford
Master of Business Administration (M.B.A.), Finance
Salem State University
Bachelor of Science (B.S.), Finance
HEBRON ACADEMY
MassMutual Financial Group January 2013 - December 2014
The Hartford December 2003 - January 2013
Prudential Financial 1999 - 2003
The Hartford 1998 - 1999
Resource Investors Management Company (RIMCO) 1991 - 1998
American Express 1989 - 1990
Education
University of Hartford
Master of Business Administration (M.B.A.), Finance
Salem State University
Bachelor of Science (B.S.), Finance
HEBRON ACADEMY
Carmen Silvestri's MassMutual Financial Group Experience September 2014 - Present
Job Operations Data Mgmt Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 2014 - Present
State Street April 2014 - September 2014
State Street March 2012 - April 2014
State Street January 2011 - February 2012
State Street September 2009 - January 2011
State Street June 2008 - September 2009
Investors Bank & Trust May 2007 - June 2008
Education
Saint Michael's College 2003 — 2007
Bachelor's degree, Accounting
Williston Northhampton School 1998 — 2003
MassMutual Financial Group September 2014 - Present
State Street April 2014 - September 2014
State Street March 2012 - April 2014
State Street January 2011 - February 2012
State Street September 2009 - January 2011
State Street June 2008 - September 2009
Investors Bank & Trust May 2007 - June 2008
Education
Saint Michael's College 2003 — 2007
Bachelor's degree, Accounting
Williston Northhampton School 1998 — 2003
Chris McClave's MassMutual Financial Group Experience October 2012 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2012 - Present
MetLife Investors July 2009 - July 2012
Powis Capital Management, LLC November 2005 - August 2009
United States Air Force January 1980 - January 1989
Skills
Retirement Planning, Series 7, Fixed Annuities, Series 6, Retirement, Mutual Funds, Wealth Management, Capital Markets, Investment Strategies, Alternative Investments, Financial Risk...
Education
The George Washington University 1973 — 1975
Master of Arts (M.A.), Health/Health Care Administration/Management
St. Peter's College 1969 — 1973
Bachelor of Arts (B.A.), History & Economics
MassMutual Financial Group October 2012 - Present
MetLife Investors July 2009 - July 2012
Powis Capital Management, LLC November 2005 - August 2009
United States Air Force January 1980 - January 1989
Skills
Retirement Planning, Series 7, Fixed Annuities, Series 6, Retirement, Mutual Funds, Wealth Management, Capital Markets, Investment Strategies, Alternative Investments, Financial Risk...
Education
The George Washington University 1973 — 1975
Master of Arts (M.A.), Health/Health Care Administration/Management
St. Peter's College 1969 — 1973
Bachelor of Arts (B.A.), History & Economics
Andrew Parent's MassMutual Financial Group Experience May 2012 - Present
Job Project Tech at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2012 - Present
Education
Saint Michael's College 2008 — 2012
Bachelor of Science (B.S.), Management Information Systems, General
MassMutual Financial Group May 2012 - Present
Education
Saint Michael's College 2008 — 2012
Bachelor of Science (B.S.), Management Information Systems, General
Barbara Carra's MassMutual Financial Group Experience October 2006 - June 2014
Job Litigation Attorney, Insurance Law
Industry Financial Services
Experience
MassMutual Financial Group October 2006 - June 2014
UnumProvident 2000 - 2006
Morrison Mahoney LLP 1995 - April 2000
Skills
Leadership, Civil Litigation, Alternative Dispute..., Legal Advice, Insurance Law, Disability Insurance, Life Insurance, Fraud, Claim, Risk Management, ERISA, Health Insurance, Arbitration, Strategic Planning, Public Speaking, Legal Writing, Research, Management, Medical Malpractice, Legal Compliance, Contract Law, Commercial Litigation, Fixed Annuities, Insurance, Mutual Funds, Securities, Series 63, Series 7, Litigation, Mediation
Education
Western New England College School of Law
Juris Doctor (J.D.), Law
Saint Michael's College
Bachelor of Arts (B.A.), Fine/Studio Arts, General
MassMutual Financial Group October 2006 - June 2014
UnumProvident 2000 - 2006
Morrison Mahoney LLP 1995 - April 2000
Skills
Leadership, Civil Litigation, Alternative Dispute..., Legal Advice, Insurance Law, Disability Insurance, Life Insurance, Fraud, Claim, Risk Management, ERISA, Health Insurance, Arbitration, Strategic Planning, Public Speaking, Legal Writing, Research, Management, Medical Malpractice, Legal Compliance, Contract Law, Commercial Litigation, Fixed Annuities, Insurance, Mutual Funds, Securities, Series 63, Series 7, Litigation, Mediation
Education
Western New England College School of Law
Juris Doctor (J.D.), Law
Saint Michael's College
Bachelor of Arts (B.A.), Fine/Studio Arts, General