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
Chris Peregoy Chris Peregoy's MassMutual Financial Group Experience November 2014 - Present
Job Financial Services at Mass Mutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 2014 - Present
Maggiano's Little Italy December 2004 - August 2014
Skills
Finance, Term Life Insurance, Permanent Life Insurance, Mutual Funds, Life & Health Insurance..., Life Insurance, Risk Management, Retirement, Wealth Accumulation, Fixed Annuities, Insurance, Financial Services, Leadership, Wealth Management, Sales, Retirement Planning, Financial Planning
Education
The Catholic University of America 1999 — 2001
Communication and Media Studies
Albert Einstein High School 1996 — 1999
High School
MassMutual Financial Group November 2014 - Present
Maggiano's Little Italy December 2004 - August 2014
Skills
Finance, Term Life Insurance, Permanent Life Insurance, Mutual Funds, Life & Health Insurance..., Life Insurance, Risk Management, Retirement, Wealth Accumulation, Fixed Annuities, Insurance, Financial Services, Leadership, Wealth Management, Sales, Retirement Planning, Financial Planning
Education
The Catholic University of America 1999 — 2001
Communication and Media Studies
Albert Einstein High School 1996 — 1999
High School
Roy Palmer CLTC Roy Palmer CLTC's MassMutual Financial Group Experience April 2011 - April 2014
Job Program Manager / Financial Advisor
Industry Financial Services
Experience
Investment Professionals, Inc. April 2014 - Present
MassMutual Financial Group April 2011 - April 2014
Allstate Financial Services, LLC May 2004 - April 2011
Education
The American College
Financial Planning and Financial Services
Investment Professionals, Inc. April 2014 - Present
MassMutual Financial Group April 2011 - April 2014
Allstate Financial Services, LLC May 2004 - April 2011
Education
The American College
Financial Planning and Financial Services
Hunter Brannon Hunter Brannon's MassMutual Financial Group Experience August 1992 - April 2001
Job Retired at Retired
Industry Financial Services
Experience
Retired May 2001 - Present
MassMutual Financial Group August 1992 - April 2001
Skills
Budgets
Education
The American College 1976 — 1982
Chartered Life Underwriter (CLU), Financial Services
Retired May 2001 - Present
MassMutual Financial Group August 1992 - April 2001
Skills
Budgets
Education
The American College 1976 — 1982
Chartered Life Underwriter (CLU), Financial Services
Larry Prasol LUTCF,CLTC Larry Prasol LUTCF,CLTC's MassMutual Financial Group Experience October 2008 - Present
Job Mikel's Insurance Services
Industry Financial Services
Experience
Wealth cornerstones October 2013 - Present
The Ohio National Financial Group 2013 - Present
Mikel's Insurance Services January 2012 - Present
MassMutual Financial Group October 2008 - Present
Skills
Insurance, Retirement Planning, Disability Insurance, Life Insurance, Long Term Care Insurance, Fixed Annuities, Retirement, Term Life Insurance, Long-term Care, Mutual Funds, Series 63, Financial Services, 401k, IRAs, Whole Life, Series 6, Buy-sell Agreements, Universal Life
Education
Kharkov University of Radio Electronics 1986 — 1992
The American College
Wealth cornerstones October 2013 - Present
The Ohio National Financial Group 2013 - Present
Mikel's Insurance Services January 2012 - Present
MassMutual Financial Group October 2008 - Present
Skills
Insurance, Retirement Planning, Disability Insurance, Life Insurance, Long Term Care Insurance, Fixed Annuities, Retirement, Term Life Insurance, Long-term Care, Mutual Funds, Series 63, Financial Services, 401k, IRAs, Whole Life, Series 6, Buy-sell Agreements, Universal Life
Education
Kharkov University of Radio Electronics 1986 — 1992
The American College
Gail Knox Gail Knox's MassMutual Financial Group Experience 1980 - 1985
Job VicePresident at Word Within International, Inc
Industry Religious Institutions
Experience
Word Within International, Inc August 1993 - Present
MassMutual Financial Group 1980 - 1985
MetLife 1972 - 1980
Skills
Public Speaking, Teaching, Nonprofits, Preaching, Theology, Microsoft Office, Religion, Biblical Studies, Human Resources, Policy, Customer Service, Strategic Planning, Leadership, Team Building, Management, Event Planning, Fundraising, Volunteer Management, Leadership Development, Microsoft Word
Education
Texas Tech University 1960 — 1964
BS, Mathematics
The University of Texas at Austin
One semester before transferringto Texas Tech, Mathematics
Word Within International, Inc August 1993 - Present
MassMutual Financial Group 1980 - 1985
MetLife 1972 - 1980
Skills
Public Speaking, Teaching, Nonprofits, Preaching, Theology, Microsoft Office, Religion, Biblical Studies, Human Resources, Policy, Customer Service, Strategic Planning, Leadership, Team Building, Management, Event Planning, Fundraising, Volunteer Management, Leadership Development, Microsoft Word
Education
Texas Tech University 1960 — 1964
BS, Mathematics
The University of Texas at Austin
One semester before transferringto Texas Tech, Mathematics
Jeff Kimball, CFP® Jeff Kimball, CFP®'s MassMutual Financial Group Experience June 2014 - Present
Job CERTIFIED FINANCIAL PLANNER (TM) Agency Sales Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group June 2014 - Present
New York Life Insurance Company February 2007 - June 2014
MassMutual Financial Group 2014 - 2014
New York Life 2007 - 2014
Skills
Insurance, Retirement, Financial Services, Retirement Planning, Disability Insurance, Finance, Estate Planning, Leadership, IRAs, Recruiting, Financial Planners, Long Term Care Insurance, Fixed Annuities, Investments, Securities, Life Insurance, Mutual Funds, Strategic Financial..., 401k, Long-term Care, Financial Planning, Business Planning, Health Insurance, Financial Advisory, Term Life Insurance, Series 7, 401k Rollovers, Wealth Management, Series 6, Series 63, Investment Advisory, Roth IRA, Employee Benefits, Series 24
Education
The American College 2008 — 2014
LUTCF, Financial Planning and Services
Upper Iowa University 2000 — 2003
Bachelor of Science (BS), Finance, General
East High School Des Moines, Iowa
University of Iowa
University of Iowa
MassMutual Financial Group June 2014 - Present
New York Life Insurance Company February 2007 - June 2014
MassMutual Financial Group 2014 - 2014
New York Life 2007 - 2014
Skills
Insurance, Retirement, Financial Services, Retirement Planning, Disability Insurance, Finance, Estate Planning, Leadership, IRAs, Recruiting, Financial Planners, Long Term Care Insurance, Fixed Annuities, Investments, Securities, Life Insurance, Mutual Funds, Strategic Financial..., 401k, Long-term Care, Financial Planning, Business Planning, Health Insurance, Financial Advisory, Term Life Insurance, Series 7, 401k Rollovers, Wealth Management, Series 6, Series 63, Investment Advisory, Roth IRA, Employee Benefits, Series 24
Education
The American College 2008 — 2014
LUTCF, Financial Planning and Services
Upper Iowa University 2000 — 2003
Bachelor of Science (BS), Finance, General
East High School Des Moines, Iowa
University of Iowa
University of Iowa
Eric Bottolfsen Eric Bottolfsen's MassMutual Financial Group Experience November 2013 - Present
Job Disability & Long Term Care Insurance, Regional Wholesaler at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group November 2013 - Present
Wilmington Trust, subsidiary of M&T Bank May 2013 - October 2013
Bank of America February 2012 - May 2013
Wells Fargo Bank October 2010 - October 2012
Wells Fargo Bank February 2010 - October 2010
The Hartford September 2008 - February 2010
Metris Companies 2002 - 2005
Skills
Financial Services, Finance, Leadership, Relationship Management, Banking, Sales, Investments, Risk Management, Sales Management, Mutual Funds, Disability Insurance, Organizational..., Building Relationships, Entrepreneurship, Insurance, People Leadership, Business Development, Fixed Annuities, Small Business, Wealth Management, Corporate Finance, Business Strategy, Managerial Finance, Pre-sales, Retirement Planning, 401k plans, Variable Annuities, Retirement, Change Management, Credit, CRM, Loans, Long Term Care Insurance, Salesforce.com, Sales Presentations, Strategic Financial..., Sales Process, New Business Development, Prospecting Skills, Consultative Style, Trusts, Asset Management, Retail Banking, Wholesale, Territory Development, LEAP, Fusion Training, Salesforce Training, The Sequoia System, Wholesale Insurance
Education
The American College 2014 — 2015
CLU - Chartered Life Underwriter, Advanced Insurance Specialization
The College of St. Scholastica 2009 — 2013
Masters of Business Administration, Business Leadership, Organizational Development
The College of St. Scholastica 2009 — 2011
Masters of Arts, Finance
University of Wisconsin-Superior 2004 — 2008
Business Administration, Finance
SSHS 1997 — 2001
High School Diploma, General Education
MassMutual Financial Group November 2013 - Present
Wilmington Trust, subsidiary of M&T Bank May 2013 - October 2013
Bank of America February 2012 - May 2013
Wells Fargo Bank October 2010 - October 2012
Wells Fargo Bank February 2010 - October 2010
The Hartford September 2008 - February 2010
Metris Companies 2002 - 2005
Skills
Financial Services, Finance, Leadership, Relationship Management, Banking, Sales, Investments, Risk Management, Sales Management, Mutual Funds, Disability Insurance, Organizational..., Building Relationships, Entrepreneurship, Insurance, People Leadership, Business Development, Fixed Annuities, Small Business, Wealth Management, Corporate Finance, Business Strategy, Managerial Finance, Pre-sales, Retirement Planning, 401k plans, Variable Annuities, Retirement, Change Management, Credit, CRM, Loans, Long Term Care Insurance, Salesforce.com, Sales Presentations, Strategic Financial..., Sales Process, New Business Development, Prospecting Skills, Consultative Style, Trusts, Asset Management, Retail Banking, Wholesale, Territory Development, LEAP, Fusion Training, Salesforce Training, The Sequoia System, Wholesale Insurance
Education
The American College 2014 — 2015
CLU - Chartered Life Underwriter, Advanced Insurance Specialization
The College of St. Scholastica 2009 — 2013
Masters of Business Administration, Business Leadership, Organizational Development
The College of St. Scholastica 2009 — 2011
Masters of Arts, Finance
University of Wisconsin-Superior 2004 — 2008
Business Administration, Finance
SSHS 1997 — 2001
High School Diploma, General Education
Bailey White Bailey White's MassMutual Financial Group Experience January 2015 - August 2015
Job Administrative Assistant at MassMutual Financial Group
Industry Higher Education
Experience
Texas Tech University August 2012 - Present
MassMutual Financial Group January 2015 - August 2015
Moss Adams LLP May 2014 - August 2014
Sandia National Laboratories June 2013 - August 2013
Skills
Facebook, Time Management, Microsoft Word, Microsoft Excel, Teamwork, Leadership, Customer Service, Research, Social Networking
Education
Texas Tech University 2012 — 2016
BA, English
Texas Tech University - Rawls College of Business 2012 — 2016
BA, Marketing, 3.9
Texas Tech University August 2012 - Present
MassMutual Financial Group January 2015 - August 2015
Moss Adams LLP May 2014 - August 2014
Sandia National Laboratories June 2013 - August 2013
Skills
Facebook, Time Management, Microsoft Word, Microsoft Excel, Teamwork, Leadership, Customer Service, Research, Social Networking
Education
Texas Tech University 2012 — 2016
BA, English
Texas Tech University - Rawls College of Business 2012 — 2016
BA, Marketing, 3.9
Amy Kilpack Amy Kilpack's MassMutual Financial Group Experience July 2014 - Present
Job Business Manager for Wes Patterson at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2014 - Present
Northwestern Mutual January 2013 - June 2014
United Producers Inc. November 2011 - January 2013
Education
The American College 2013 — 2016
MassMutual Financial Group July 2014 - Present
Northwestern Mutual January 2013 - June 2014
United Producers Inc. November 2011 - January 2013
Education
The American College 2013 — 2016
Matt Horton Matt Horton's MassMutual Financial Group Experience April 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
MassMutual Financial Group April 2014 - Present
PGA TOUR August 2012 - Present
Northwestern Mutual January 2013 - April 2014
Fastenal May 2009 - April 2013
Skills
Sales, Finance, Time Management, Leadership, PowerPoint, Customer Service, Customer Satisfaction, Microsoft Excel, Microsoft Word, Marketing, Microsoft Office, Financial Services, Strategic Financial..., Risk Management, Management, Employee Benefits, Insurance, Account Management, Inventory Management, Training, Recruiting, Coaching, Cold Calling, Financial Planning, Sales Management
Education
The College of Saint Rose 2008 — 2012
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Hoosic Valley Central School 1995 — 2008
High School Degree
MassMutual Financial Group April 2014 - Present
PGA TOUR August 2012 - Present
Northwestern Mutual January 2013 - April 2014
Fastenal May 2009 - April 2013
Skills
Sales, Finance, Time Management, Leadership, PowerPoint, Customer Service, Customer Satisfaction, Microsoft Excel, Microsoft Word, Marketing, Microsoft Office, Financial Services, Strategic Financial..., Risk Management, Management, Employee Benefits, Insurance, Account Management, Inventory Management, Training, Recruiting, Coaching, Cold Calling, Financial Planning, Sales Management
Education
The College of Saint Rose 2008 — 2012
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Hoosic Valley Central School 1995 — 2008
High School Degree
James Hanks James Hanks's MassMutual Financial Group Experience May 2009 - September 2011
Job Commercial Insurance Agent CLCS
Industry Insurance
Experience
Capitol City Insurance December 2014 - Present
Vida Capital 2012 - 2014
MassMutual Financial Group May 2009 - September 2011
Skills
Portfolio Management, Commercial Insurance, Property and Casualty..., Life Insurance, Marketing, Management
Education
Texas State University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
The University of Texas at Austin
Political Science and Government
Capitol City Insurance December 2014 - Present
Vida Capital 2012 - 2014
MassMutual Financial Group May 2009 - September 2011
Skills
Portfolio Management, Commercial Insurance, Property and Casualty..., Life Insurance, Marketing, Management
Education
Texas State University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
The University of Texas at Austin
Political Science and Government
Quynh Lan Doan Quynh Lan Doan's MassMutual Financial Group Experience March 2005 - January 2008
Job Clinical Research Coordinator at Baylor Health Care System
Industry Research
Experience
Baylor Health Care System September 2013 - Present
Pillar Clinical Research February 2008 - Present
University Hills Clinical Research January 2007 - February 2008
MassMutual Financial Group March 2005 - January 2008
Skills
Phlebotomy, Intramuscular Injections, Office Management, Microsoft 2010, Advertising, Schedule, Outlook, Google Docs, Cpr Certified, GCP, Office Administration, Front Office, Reports, Adolescents, Data Analysis, Recruiting, Diabetes, Clinical Research, Data Entry, Office 2010, HIPAA, IRB, Customer Service, Management, Patient Recruitment, Microsoft Word, Data Collection, Study Coordination, Microsoft Office, CPR Certified, Healthcare, Microsoft Excel, Leadership, Hospitals, Sales, PowerPoint, Process Improvement, Training, Team Building, Healthcare Management
Education
Western Governors University 2015 — 2017
Pre-Nursing Studies
Texas Woman's University 2004 — 2006
Bachelor of Science (BS), Biology/Biological Sciences, General
Berkner High School 1998 — 2000
Baylor Health Care System September 2013 - Present
Pillar Clinical Research February 2008 - Present
University Hills Clinical Research January 2007 - February 2008
MassMutual Financial Group March 2005 - January 2008
Skills
Phlebotomy, Intramuscular Injections, Office Management, Microsoft 2010, Advertising, Schedule, Outlook, Google Docs, Cpr Certified, GCP, Office Administration, Front Office, Reports, Adolescents, Data Analysis, Recruiting, Diabetes, Clinical Research, Data Entry, Office 2010, HIPAA, IRB, Customer Service, Management, Patient Recruitment, Microsoft Word, Data Collection, Study Coordination, Microsoft Office, CPR Certified, Healthcare, Microsoft Excel, Leadership, Hospitals, Sales, PowerPoint, Process Improvement, Training, Team Building, Healthcare Management
Education
Western Governors University 2015 — 2017
Pre-Nursing Studies
Texas Woman's University 2004 — 2006
Bachelor of Science (BS), Biology/Biological Sciences, General
Berkner High School 1998 — 2000
Curtis Garcia Curtis Garcia's MassMutual Financial Group Experience January 2013 - September 2014
Job Financial Sales Advisor II at BBVA Compass
Industry Financial Services
Experience
BBVA Compass September 2014 - Present
MassMutual Financial Group January 2013 - September 2014
LVMH November 2009 - March 2012
Skills
Sales, Management, Retail Supervisor, Insurance, Disability, Retirement, Long Term Care, Microsoft Office, Financial Services, Disability Insurance
Education
Texas State University-San Marcos
Bachelor of Arts (BA), Psychology
BBVA Compass September 2014 - Present
MassMutual Financial Group January 2013 - September 2014
LVMH November 2009 - March 2012
Skills
Sales, Management, Retail Supervisor, Insurance, Disability, Retirement, Long Term Care, Microsoft Office, Financial Services, Disability Insurance
Education
Texas State University-San Marcos
Bachelor of Arts (BA), Psychology
Colleen McCarthy Colleen McCarthy's MassMutual Financial Group Experience June 2015 - Present
Job Recruiting Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group June 2015 - Present
Dickies®, a Williamson-Dickie Mfg. Co. brand March 2014 - February 2015
Splurge Events June 2013 - December 2013
Lululemon Athletica May 2012 - August 2012
Make-A-Wish Foundation of North Texas January 2012 - May 2012
Zeta Tau Alpha Sorority August 2011 - May 2012
Texas Christian University Football Office August 2009 - December 2011
Skills
Public Relations, Proficient in Microsoft..., Sales, Community Outreach, Event Planning, Research, Fundraising, Team-oriented, Goal Oriented, Data Entry, Social Media Use-..., Oral & Written..., Time Management, Customer Service, Customer Satisfaction, Telephone Skills, Retail Sales, Teamwork, Microsoft Word, Facebook, Retail, Nonprofits, Merchandising, Communication, Microsoft Office
Education
Texas Christian University 2009 — 2013
Bachelor's of Science, Communication Studies
University of Westminster 2012 — 2013
Bachelor of Science (B.S.), Communication Studies, General Business
La Cueva High School 2005 — 2009
Diploma
MassMutual Financial Group June 2015 - Present
Dickies®, a Williamson-Dickie Mfg. Co. brand March 2014 - February 2015
Splurge Events June 2013 - December 2013
Lululemon Athletica May 2012 - August 2012
Make-A-Wish Foundation of North Texas January 2012 - May 2012
Zeta Tau Alpha Sorority August 2011 - May 2012
Texas Christian University Football Office August 2009 - December 2011
Skills
Public Relations, Proficient in Microsoft..., Sales, Community Outreach, Event Planning, Research, Fundraising, Team-oriented, Goal Oriented, Data Entry, Social Media Use-..., Oral & Written..., Time Management, Customer Service, Customer Satisfaction, Telephone Skills, Retail Sales, Teamwork, Microsoft Word, Facebook, Retail, Nonprofits, Merchandising, Communication, Microsoft Office
Education
Texas Christian University 2009 — 2013
Bachelor's of Science, Communication Studies
University of Westminster 2012 — 2013
Bachelor of Science (B.S.), Communication Studies, General Business
La Cueva High School 2005 — 2009
Diploma
Roberto R. Guzman, ChFC®'s MassMutual Financial Group Experience October 2008 - April 2014
Job Financial Advisor at Nationwide Planning Associates
Industry Financial Services
Experience
Nationwide Planning Associates, Inc. 2014 - Present
MassMutual Financial Group October 2008 - April 2014
Blindados de P.R., Inc. January 2000 - February 2009
Skills
Retirement Planning, Wealth Management, Investment Management, Estate Planning, Insurance, 401k Rollovers, Personal Financial..., Executive Compensation..., Qualified Retirement..., Non-Qualified Deferred..., IRAs, Succession Planning, College Funding..., Variable Annuities, Keogh Plans, Employee Benefits, Tax-planning, Retirement, Financial Planners, Investments, Life Insurance, Fixed Annuities, Finance, Investment Advisory, Asset Allocation
Education
The American College 2012 — 2014
Chartered Financial Consultant (ChFC), Financial Planning
University of Puerto Rico-Rio Piedras 2009 — 2014
Master of Business Administration (M.B.A.), Finance
University of Puerto Rico-Rio Piedras 1997 — 2000
Bachelor of Business Administration (BBA), Finance, General
Universidad del Sagrado Corazón 1995 — 1997
Bachelor of Business Administration (BBA), Finance, General
Nationwide Planning Associates, Inc. 2014 - Present
MassMutual Financial Group October 2008 - April 2014
Blindados de P.R., Inc. January 2000 - February 2009
Skills
Retirement Planning, Wealth Management, Investment Management, Estate Planning, Insurance, 401k Rollovers, Personal Financial..., Executive Compensation..., Qualified Retirement..., Non-Qualified Deferred..., IRAs, Succession Planning, College Funding..., Variable Annuities, Keogh Plans, Employee Benefits, Tax-planning, Retirement, Financial Planners, Investments, Life Insurance, Fixed Annuities, Finance, Investment Advisory, Asset Allocation
Education
The American College 2012 — 2014
Chartered Financial Consultant (ChFC), Financial Planning
University of Puerto Rico-Rio Piedras 2009 — 2014
Master of Business Administration (M.B.A.), Finance
University of Puerto Rico-Rio Piedras 1997 — 2000
Bachelor of Business Administration (BBA), Finance, General
Universidad del Sagrado Corazón 1995 — 1997
Bachelor of Business Administration (BBA), Finance, General
Ryan Wells Ryan Wells's MassMutual Financial Group Experience 2002 - 2007
Job Financial Planner Helping Doctors and Dentists Make Optimal Financial Decisions
Industry Financial Services
Experience
PathWise 2015 - Present
Acclaro Wealth Management 2010 - 2015
Wells Financial Group 2007 - 2010
MassMutual Financial Group 2002 - 2007
Skills
Retirement Planning, Wealth Management, Estate Planning, Retirement, Insurance, Investment Advisory, Asset Management, Financial Planning
Education
American College 2003 — 2006
Wealth Management
PathWise 2015 - Present
Acclaro Wealth Management 2010 - 2015
Wells Financial Group 2007 - 2010
MassMutual Financial Group 2002 - 2007
Skills
Retirement Planning, Wealth Management, Estate Planning, Retirement, Insurance, Investment Advisory, Asset Management, Financial Planning
Education
American College 2003 — 2006
Wealth Management
Russ Kyncl Russ Kyncl's MassMutual Financial Group Experience April 1992 - April 1998
Job Financial Planner, Business Exit Planner, Inheritance Planner, Public Speaker
Industry Financial Services
Experience
Cambridge Investment Research June 2008 - Present
Strategic Exit LLC January 2003 - Present
MassMutual Financial Group April 1992 - April 1998
Ameritas Financial Group April 1984 - April 1992
Mount Airy Psychiatric Center September 1977 - December 1979
Skills
Estate Planning, Retirement Planning, Wealth Management, Public Speaking, Investment Advisory, Strategic Financial..., Retirement, Small Business, Investments, Financial Advisory, Securities, Strategic Planning, Series 7, Asset Managment, Wealth, Coaching, Asset Allocation, Insurance, Investment Strategies, Long-term Care
Education
The American College 1988 — 2014
Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC)
University of Colorado Boulder 1973 — 1977
BA, Spanish Literature
Fort Morgan High School 1970 — 1973
High School, College Prep
Cambridge Investment Research June 2008 - Present
Strategic Exit LLC January 2003 - Present
MassMutual Financial Group April 1992 - April 1998
Ameritas Financial Group April 1984 - April 1992
Mount Airy Psychiatric Center September 1977 - December 1979
Skills
Estate Planning, Retirement Planning, Wealth Management, Public Speaking, Investment Advisory, Strategic Financial..., Retirement, Small Business, Investments, Financial Advisory, Securities, Strategic Planning, Series 7, Asset Managment, Wealth, Coaching, Asset Allocation, Insurance, Investment Strategies, Long-term Care
Education
The American College 1988 — 2014
Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC)
University of Colorado Boulder 1973 — 1977
BA, Spanish Literature
Fort Morgan High School 1970 — 1973
High School, College Prep
Dwayne Jackson Dwayne Jackson's MassMutual Financial Group Experience April 1979 - July 1998
Job Consultant at Leadership Greater Hartford
Industry International Affairs
Experience
Learning Dynamics September 2011 - Present
Leadership Greater Hartford November 2010 - Present
United States Peace Corps May 2012 - June 2014
Nutmeg Big Brothers Big Sisters September 2010 - May 2014
Peace Corps 2012 - 2014
United Technologies July 1998 - August 2010
MassMutual Financial Group April 1979 - July 1998
Skills
Business Process..., Talent Acquisition, Talent Management, Employee Training, Employee Relations, Employee Engagement, Diversity & Inclusion, Organizational..., Organizational..., Consulting, Leadership, Recruiting, Strategy, Training, Management
Education
The American College 1989 — 1991
Chartered Life Underwriter, Financial Planning and Services, CLU professional designation
Westfield State University 1973 — 1977
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Learning Dynamics September 2011 - Present
Leadership Greater Hartford November 2010 - Present
United States Peace Corps May 2012 - June 2014
Nutmeg Big Brothers Big Sisters September 2010 - May 2014
Peace Corps 2012 - 2014
United Technologies July 1998 - August 2010
MassMutual Financial Group April 1979 - July 1998
Skills
Business Process..., Talent Acquisition, Talent Management, Employee Training, Employee Relations, Employee Engagement, Diversity & Inclusion, Organizational..., Organizational..., Consulting, Leadership, Recruiting, Strategy, Training, Management
Education
The American College 1989 — 1991
Chartered Life Underwriter, Financial Planning and Services, CLU professional designation
Westfield State University 1973 — 1977
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
David M Armstrong, CLU, CLTC David M Armstrong, CLU, CLTC's MassMutual Financial Group Experience January 1988 - Present
Job Brokerage Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 1988 - Present
The Hartford March 1984 - December 1987
Skills
Long Term Care, Insurance, Retirement Planning, Life Insurance, Disability Insurance, Long-term Care, Financial Services, Long Term Care Insurance, Fixed Annuities, Retirement, Series 6, Securities, Estate Planning, Term Life Insurance
Education
University of Tennessee at Martin 1968 — 1972
Bachelor of Science, Animal Science
The American College
CLU
MassMutual Financial Group January 1988 - Present
The Hartford March 1984 - December 1987
Skills
Long Term Care, Insurance, Retirement Planning, Life Insurance, Disability Insurance, Long-term Care, Financial Services, Long Term Care Insurance, Fixed Annuities, Retirement, Series 6, Securities, Estate Planning, Term Life Insurance
Education
University of Tennessee at Martin 1968 — 1972
Bachelor of Science, Animal Science
The American College
CLU
Paul Soule' Paul Soule''s MassMutual Financial Group Experience January 1975 - 2012
Job Owner, Paul S Soule' Enterprises, Inc.
Industry Financial Services
Experience
Paul S Soule' Enterprises, Inc. 1983 - Present
MassMutual Financial Group January 1975 - 2012
United States Air Force March 1957 - August 1987
Skills
Estate Planning
Education
The American College 1982 — 1985
MSFS, Financial Planning and Services
USAF Pilot training 1957 — 1958
Pilot/ Officer
University of Miami 1955 — 1957
Architectural Engineering
Paul S Soule' Enterprises, Inc. 1983 - Present
MassMutual Financial Group January 1975 - 2012
United States Air Force March 1957 - August 1987
Skills
Estate Planning
Education
The American College 1982 — 1985
MSFS, Financial Planning and Services
USAF Pilot training 1957 — 1958
Pilot/ Officer
University of Miami 1955 — 1957
Architectural Engineering
Timothy Payne, ChFC Timothy Payne, ChFC's MassMutual Financial Group Experience 1996 - 1997
Job Owner/Mgr. IP Financial Advisors, OKC
Industry Financial Services
Experience
IP Financial Advisors 1998 - Present
TNP, Inc. 1997 - Present
MassMutual Financial Group 1996 - 1997
Connecticut Mutual 1995 - 1996
KWTV-9 1991 - 1995
KWTV-9 1979 - 1991
WKY Radio 1977 - 1979
WKY Radio 1975 - 1977
WKY Radio 1972 - 1975
Skills
Fixed Annuities, Insurance, Life Insurance, Investments, Disability Insurance, Long-term Care, Financial Advisory, Mutual Funds, Financial Planners, Small Business, Estate Planning, Advertising, Wealth Accumulation, Investment Strategies, Financial Services, Sales, Investment Advisory, IRAs, Credit, 401k, Bonds, Estate Tax Planning, Financial Analysis, Portfolio Management, Loans, Term Life Insurance, Long Term Care Insurance, Income Protection, Risk Management, Banking
Education
The American College 1999 — 2003
ChFC, Financial Planning and Services
University of Oklahoma 1965 — 1972
BA, Journalism/Advertising
Norman High School 1962 — 1965
IP Financial Advisors 1998 - Present
TNP, Inc. 1997 - Present
MassMutual Financial Group 1996 - 1997
Connecticut Mutual 1995 - 1996
KWTV-9 1991 - 1995
KWTV-9 1979 - 1991
WKY Radio 1977 - 1979
WKY Radio 1975 - 1977
WKY Radio 1972 - 1975
Skills
Fixed Annuities, Insurance, Life Insurance, Investments, Disability Insurance, Long-term Care, Financial Advisory, Mutual Funds, Financial Planners, Small Business, Estate Planning, Advertising, Wealth Accumulation, Investment Strategies, Financial Services, Sales, Investment Advisory, IRAs, Credit, 401k, Bonds, Estate Tax Planning, Financial Analysis, Portfolio Management, Loans, Term Life Insurance, Long Term Care Insurance, Income Protection, Risk Management, Banking
Education
The American College 1999 — 2003
ChFC, Financial Planning and Services
University of Oklahoma 1965 — 1972
BA, Journalism/Advertising
Norman High School 1962 — 1965
Beth Valente, CLU, CLTC Beth Valente, CLU, CLTC's MassMutual Financial Group Experience November 2014 - Present
Job Director of Sales at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 2014 - Present
Midland National® Life Insurance Company April 2013 - Present
Lincoln Financial Distributors February 2011 - March 2013
Lincoln Financial Distributors October 2006 - February 2011
MassMutual 2003 - 2006
Lincoln Financial Distributors August 1999 - January 2003
Merrill Lynch July 1997 - August 1999
Education
The American College 2011 — 2013
Chartered Life Underwriter
Westfield State College 1990 — 1994
Bachelor of Science (B.S.), Criminal Justice
Western New England College
MassMutual Financial Group November 2014 - Present
Midland National® Life Insurance Company April 2013 - Present
Lincoln Financial Distributors February 2011 - March 2013
Lincoln Financial Distributors October 2006 - February 2011
MassMutual 2003 - 2006
Lincoln Financial Distributors August 1999 - January 2003
Merrill Lynch July 1997 - August 1999
Education
The American College 2011 — 2013
Chartered Life Underwriter
Westfield State College 1990 — 1994
Bachelor of Science (B.S.), Criminal Justice
Western New England College
Clay Johnson Clay Johnson's MassMutual Financial Group Experience October 2013 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2013 - Present
Everhart Financial Group, Inc January 2012 - July 2013
Nationwide Retirement Solutions February 2009 - January 2012
Education
The American College 2009 — 2015
CFP
The Ohio State University 2001 — 2007
Urban and Regional Systems, Economic Geography
MassMutual Financial Group October 2013 - Present
Everhart Financial Group, Inc January 2012 - July 2013
Nationwide Retirement Solutions February 2009 - January 2012
Education
The American College 2009 — 2015
CFP
The Ohio State University 2001 — 2007
Urban and Regional Systems, Economic Geography
Charles Swanson Charles Swanson's MassMutual Financial Group Experience May 1986 - November 1995
Job Sales Vice President at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage June 2015 - Present
Carriage Properties March 2011 - April 2015
William Means Real Estate July 2006 - March 2011
Wachovia Insurance Services November 1997 - July 2006
MassMutual Financial Group May 1986 - November 1995
Skills
Real Estate, Residential Homes, Investment Properties, Strategic Planning, Short Sales, Sales Management, Life Insurance, Estate Planning, First Time Home Buyers, Single Family Homes, Real Estate Development, Investments, New Homes, Disposition, Buyers, Buyer Representation, Investors, Sellers, Relocation, Real Estate Transactions, Mortgage Lending, Selling, Condos, Relocation Buyers, New Home Sales, FHA, Vacation Homes, Property, 1031 Exchanges, Management, Sales, Commercial Real Estate, Foreclosures, REO, Contract Negotiation, Real Property, Referrals, Brokerage, Location Intelligence, Listings, SFR, Luxury, Property Management, ABR, e-PRO
Education
The American College 1978 — 1983
Chartered Life Underwriter, Life Insurance/Estate Planning/Executive Compensation
The Citadel 1967 — 1971
Bachelor of Business Administration (BBA), Business Administration and Management, General
Highland Capital Brokerage June 2015 - Present
Carriage Properties March 2011 - April 2015
William Means Real Estate July 2006 - March 2011
Wachovia Insurance Services November 1997 - July 2006
MassMutual Financial Group May 1986 - November 1995
Skills
Real Estate, Residential Homes, Investment Properties, Strategic Planning, Short Sales, Sales Management, Life Insurance, Estate Planning, First Time Home Buyers, Single Family Homes, Real Estate Development, Investments, New Homes, Disposition, Buyers, Buyer Representation, Investors, Sellers, Relocation, Real Estate Transactions, Mortgage Lending, Selling, Condos, Relocation Buyers, New Home Sales, FHA, Vacation Homes, Property, 1031 Exchanges, Management, Sales, Commercial Real Estate, Foreclosures, REO, Contract Negotiation, Real Property, Referrals, Brokerage, Location Intelligence, Listings, SFR, Luxury, Property Management, ABR, e-PRO
Education
The American College 1978 — 1983
Chartered Life Underwriter, Life Insurance/Estate Planning/Executive Compensation
The Citadel 1967 — 1971
Bachelor of Business Administration (BBA), Business Administration and Management, General
Stacey Wisman, CLU, ChFC Stacey Wisman, CLU, ChFC's MassMutual Financial Group Experience July 2010 - Present
Job Financial Advisor at MassMutual Arizona
Industry Financial Services
Experience
MassMutual Financial Group July 2010 - Present
Commercial Cost Solutions LLC April 2006 - July 2010
Northwestern Mutual May 2004 - April 2006
Education
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Finance, Magna Cum Laude, Honors College
The American College
CLU, Chartered Life Underwriter, A
The American College
ChFC, Chartered Financial Consultant, A
MassMutual Financial Group July 2010 - Present
Commercial Cost Solutions LLC April 2006 - July 2010
Northwestern Mutual May 2004 - April 2006
Education
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Finance, Magna Cum Laude, Honors College
The American College
CLU, Chartered Life Underwriter, A
The American College
ChFC, Chartered Financial Consultant, A
Daniel Marshall, CFBS Daniel Marshall, CFBS's MassMutual Financial Group Experience May 2014 - Present
Job Business, Estate, and Retirement Strategies
Industry Financial Services
Experience
MassMutual Financial Group May 2014 - Present
New York Life Insurance Company November 2009 - May 2014
Gray Matter Management March 2006 - March 2011
Skills
Small Business..., Executive Compensation..., Bonus Programs, Retirement Planning, Wealth Accumulation, Wealth Management, 401k Rollovers, Life Insurance, Retirement, 401k, IRAs, Term Life Insurance, Estate Planning, Long-term Care, Mutual Funds, Small Business, Financial Services
Education
The American College 2014 — 2015
Certified Family Business Specialist, Business Succession Planning, 4.0
MassMutual Financial Group May 2014 - Present
New York Life Insurance Company November 2009 - May 2014
Gray Matter Management March 2006 - March 2011
Skills
Small Business..., Executive Compensation..., Bonus Programs, Retirement Planning, Wealth Accumulation, Wealth Management, 401k Rollovers, Life Insurance, Retirement, 401k, IRAs, Term Life Insurance, Estate Planning, Long-term Care, Mutual Funds, Small Business, Financial Services
Education
The American College 2014 — 2015
Certified Family Business Specialist, Business Succession Planning, 4.0
Kate Karasmeighan Kate Karasmeighan's MassMutual Financial Group Experience September 2012 - September 2014
Job Chief Everything Officer at High Street Communications
Industry Writing and Editing
Experience
High Street Communications August 2014 - Present
MassMutual Financial Group September 2012 - September 2014
Gay & Lesbian Victory Fund August 2010 - August 2012
Capital Area Gay & Lesbian Chamber of Commerce July 2010 - August 2012
National Gay & Lesbian Chamber of Commerce September 2004 - August 2010
National Gay & Lesbian Chamber of Commerce January 2005 - March 2006
Skills
Corporate Affairs, Corporate Social..., Coalition Development..., Community Relations, Program Development, Public Policy, Non-profits, Coalition Development, Strategic Planning, Fundraising, Community Development, Leadership, Nonprofits, Blogging, Political Campaigns, Community Organizing, Philanthropy, Management, Policy, Program Management, Coalitions, Public Affairs, Research, Media Relations, Social Media Marketing, Workshop Facilitation, Marketing Communications, Grant Writing, Proposal Writing, Leadership Development, Public Relations, Grassroots Organizing, Social Networking, Press Releases, Community Outreach, Government, Internal Communications, Politics, Grants, Corporate Communications, Event Management, Organizational..., Public Speaking, Project Management, Social Media, Message Development, Volunteer Management, Board Development, Strategic Communications, Policy Analysis
Education
The George Washington University 2006 — 2007
Women's Studies, Public Policy
Trinity University-Washington 2000 — 2004
Bachelor of Arts, Art History, Political Science, Women's Studies
High Street Communications August 2014 - Present
MassMutual Financial Group September 2012 - September 2014
Gay & Lesbian Victory Fund August 2010 - August 2012
Capital Area Gay & Lesbian Chamber of Commerce July 2010 - August 2012
National Gay & Lesbian Chamber of Commerce September 2004 - August 2010
National Gay & Lesbian Chamber of Commerce January 2005 - March 2006
Skills
Corporate Affairs, Corporate Social..., Coalition Development..., Community Relations, Program Development, Public Policy, Non-profits, Coalition Development, Strategic Planning, Fundraising, Community Development, Leadership, Nonprofits, Blogging, Political Campaigns, Community Organizing, Philanthropy, Management, Policy, Program Management, Coalitions, Public Affairs, Research, Media Relations, Social Media Marketing, Workshop Facilitation, Marketing Communications, Grant Writing, Proposal Writing, Leadership Development, Public Relations, Grassroots Organizing, Social Networking, Press Releases, Community Outreach, Government, Internal Communications, Politics, Grants, Corporate Communications, Event Management, Organizational..., Public Speaking, Project Management, Social Media, Message Development, Volunteer Management, Board Development, Strategic Communications, Policy Analysis
Education
The George Washington University 2006 — 2007
Women's Studies, Public Policy
Trinity University-Washington 2000 — 2004
Bachelor of Arts, Art History, Political Science, Women's Studies
Jose Lopes, ChFC Jose Lopes, ChFC's MassMutual Financial Group Experience 2007 - Present
Job Financial Services Professional at Legacy Financial Group
Industry Financial Services
Experience
The Rhode Island Foundation 2014 - Present
MassMutual Financial Group 2007 - Present
Skills
Retirement, Whole Life, Securities, Fixed Annuities, Financial Services, Life Insurance, IRAs, Long Term Care Insurance, 401k, Series 6, Mortgage Lending, Asset Management, Disability Insurance, Long-term Care, Insurance, Employee Benefits, Finance, Small Business, Financial Analysis, Asset Allocation, Strategic Financial..., Series 63, Estate Planning, Variable Annuities, Mutual Funds, Retirement Planning, Financial Planners, Wealth Management, 401k Rollovers, Financial Advisory, Roth IRA, Term Life Insurance, Investment Advisory, Financial Planning
Education
University of Rhode Island 1993 — 1997
Major in Communications; Minor in Studio Art
The American College
ChFC
Charles E. Shea High School
The Rhode Island Foundation 2014 - Present
MassMutual Financial Group 2007 - Present
Skills
Retirement, Whole Life, Securities, Fixed Annuities, Financial Services, Life Insurance, IRAs, Long Term Care Insurance, 401k, Series 6, Mortgage Lending, Asset Management, Disability Insurance, Long-term Care, Insurance, Employee Benefits, Finance, Small Business, Financial Analysis, Asset Allocation, Strategic Financial..., Series 63, Estate Planning, Variable Annuities, Mutual Funds, Retirement Planning, Financial Planners, Wealth Management, 401k Rollovers, Financial Advisory, Roth IRA, Term Life Insurance, Investment Advisory, Financial Planning
Education
University of Rhode Island 1993 — 1997
Major in Communications; Minor in Studio Art
The American College
ChFC
Charles E. Shea High School
George Randall, CLU®, ChFC® George Randall, CLU®, ChFC®'s MassMutual Financial Group Experience September 2009 - Present
Job Regional Supervisory Director at MassMutual
Industry Financial Services
Experience
MassMutual Financial Group September 2009 - Present
Granby Fire Department November 2004 - Present
MassMutual Financial Group - MML Investors Services, LLC November 2008 - September 2009
MassMutual Financial Group - MML Investors Services, LLC March 2006 - November 2008
MassMutual Financial Group July 2002 - March 2006
MassMutual Financial Group July 2000 - July 2002
Skills
Series 7, Financial Services, Securities, Series 24, FINRA, Leadership, Retirement Planning, Life Insurance, Insurance, Investment Advisory, Auditing, Risk Management, Investments, Fire Management, Emergency Management, Internal Controls, Data Analysis, Strategic Financial..., Asset Managment, Series 53, Series 4, Consulting, Firefighting, Public Administration, Firefighter I & II, EMS, Fire Training, Incident Command, Whole Life, Variable Annuities, Insurance Agency..., Supervision, CLU, ChFC, General Securities..., Sales, Sales Management
Education
Anna Maria College 2011 — 2013
Masters of Public Administration
The American College 2009 — 2010
Chartered Life Underwriter®
The American College 2009 — 2010
Chartered Financial Consultant
University of Massachusetts, Amherst 2002 — 2005
BA
MassMutual Financial Group September 2009 - Present
Granby Fire Department November 2004 - Present
MassMutual Financial Group - MML Investors Services, LLC November 2008 - September 2009
MassMutual Financial Group - MML Investors Services, LLC March 2006 - November 2008
MassMutual Financial Group July 2002 - March 2006
MassMutual Financial Group July 2000 - July 2002
Skills
Series 7, Financial Services, Securities, Series 24, FINRA, Leadership, Retirement Planning, Life Insurance, Insurance, Investment Advisory, Auditing, Risk Management, Investments, Fire Management, Emergency Management, Internal Controls, Data Analysis, Strategic Financial..., Asset Managment, Series 53, Series 4, Consulting, Firefighting, Public Administration, Firefighter I & II, EMS, Fire Training, Incident Command, Whole Life, Variable Annuities, Insurance Agency..., Supervision, CLU, ChFC, General Securities..., Sales, Sales Management
Education
Anna Maria College 2011 — 2013
Masters of Public Administration
The American College 2009 — 2010
Chartered Life Underwriter®
The American College 2009 — 2010
Chartered Financial Consultant
University of Massachusetts, Amherst 2002 — 2005
BA
Steven P. Hall, ChFC, CLU Steven P. Hall, ChFC, CLU's MassMutual Financial Group Experience September 2009 - July 2011
Job Agency Distribution Manager
Industry Insurance
Experience
Farmers Insurance April 2014 - Present
. February 2012 - Present
MassMutual Financial Group September 2009 - July 2011
MassMutual Financial June 2007 - September 2009
Mass Mutual September 2003 - June 2007
Allmerica Financial Group November 2000 - August 2003
John Hancock Financial Services October 1996 - November 2000
Skills
Strategic Planning..., Large Group Facilitation, Consultative Selling, Sales Management, Leadership, Training, Management, Negotiation, Finance, Business Planning, Succession Planning, Strategic Financial..., Small Business, Sales, Change Management, Organizational..., Insurance, Risk Management, Talent Scouting, Strategic Planning, Financial Services, Coaching, Workshop Facilitation, Selling, Financial Planning
Education
The American College
Chartered Financial Consultant Designation, Chartered Life Underwriter Designation
University of Southern Maine - School of Business
BS, Economics
Farmers Insurance April 2014 - Present
. February 2012 - Present
MassMutual Financial Group September 2009 - July 2011
MassMutual Financial June 2007 - September 2009
Mass Mutual September 2003 - June 2007
Allmerica Financial Group November 2000 - August 2003
John Hancock Financial Services October 1996 - November 2000
Skills
Strategic Planning..., Large Group Facilitation, Consultative Selling, Sales Management, Leadership, Training, Management, Negotiation, Finance, Business Planning, Succession Planning, Strategic Financial..., Small Business, Sales, Change Management, Organizational..., Insurance, Risk Management, Talent Scouting, Strategic Planning, Financial Services, Coaching, Workshop Facilitation, Selling, Financial Planning
Education
The American College
Chartered Financial Consultant Designation, Chartered Life Underwriter Designation
University of Southern Maine - School of Business
BS, Economics
Carol Sexton Carol Sexton's MassMutual Financial Group Experience January 2013 - Present
Job Brokerage Director at Mass Mutual Financial Group / uFinancial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
uFinancial Group 2007 - 2012
Sodexho 1997 - 2007
Radisson Hotel 1992 - 1998
Restaurant Associates 1983 - 1991
Skills
Life Insurance, recruiting, marketing, Event Planning, Professional Networking, Strategic Planning, Business Development, Business Networking, Insurance, Insurance Brokerage, Account Management
Education
University of Pittsburgh 1979 — 1981
Bachelor of Arts, Journalism
The American College 2011 — 2014
LUTCF, Financial Planning and Services
CCLC 2010 — 2011
Certification, Non-Profit Board Leadership
York College of Pennsylvania
MassMutual Financial Group January 2013 - Present
uFinancial Group 2007 - 2012
Sodexho 1997 - 2007
Radisson Hotel 1992 - 1998
Restaurant Associates 1983 - 1991
Skills
Life Insurance, recruiting, marketing, Event Planning, Professional Networking, Strategic Planning, Business Development, Business Networking, Insurance, Insurance Brokerage, Account Management
Education
University of Pittsburgh 1979 — 1981
Bachelor of Arts, Journalism
The American College 2011 — 2014
LUTCF, Financial Planning and Services
CCLC 2010 — 2011
Certification, Non-Profit Board Leadership
York College of Pennsylvania
Nick DeLuca's MassMutual Financial Group Experience July 2013 - Present
Job Regional Vice President Western Region at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group July 2013 - Present
MassMutual Financial Group April 2012 - June 2013
MassMutual Financial Group October 2009 - April 2012
MassMutual Financial Group May 2003 - September 2009
MassMutual Financial Group December 1999 - May 2003
CYBERTEK - DALLAS, TX January 1997 - December 1999
Connecticut Mutual 1983 - June 1996
Skills
Series 7, Series 24, CLU, Series 53, Fixed Annuities, FINRA, Disability Insurance, Retirement Planning, Retirement
Education
The American College 2012 — 2014
CLF Program
The American College 2005 — 2007
CLU
University of Connecticut 1976 — 1980
BA, Economics
MassMutual Financial Group July 2013 - Present
MassMutual Financial Group April 2012 - June 2013
MassMutual Financial Group October 2009 - April 2012
MassMutual Financial Group May 2003 - September 2009
MassMutual Financial Group December 1999 - May 2003
CYBERTEK - DALLAS, TX January 1997 - December 1999
Connecticut Mutual 1983 - June 1996
Skills
Series 7, Series 24, CLU, Series 53, Fixed Annuities, FINRA, Disability Insurance, Retirement Planning, Retirement
Education
The American College 2012 — 2014
CLF Program
The American College 2005 — 2007
CLU
University of Connecticut 1976 — 1980
BA, Economics
Jeff McCreery CLU®, ChFC® Jeff McCreery CLU®, ChFC®'s MassMutual Financial Group Experience March 2009 - Present
Job District Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group March 2009 - Present
New England Financial 2000 - 2009
The MONY Group 1990 - 2000
Education
The American College
CLU, ChFC, Financial Planning
Youngstown State University 1984 — 1990
BSBA, Business
Poland Seminary High School 1981 — 1984
MassMutual Financial Group March 2009 - Present
New England Financial 2000 - 2009
The MONY Group 1990 - 2000
Education
The American College
CLU, ChFC, Financial Planning
Youngstown State University 1984 — 1990
BSBA, Business
Poland Seminary High School 1981 — 1984
Matt Hefner Matt Hefner's MassMutual Financial Group Experience November 2008 - October 2013
Job Assistant Broker at PRJ Insurance Marketing Inc.
Industry Financial Services
Experience
PRJ Insurance Marketing Inc. October 2013 - Present
Vacaville Rugby Club October 2012 - June 2014
Vacaville Public Education Foundation January 2012 - December 2013
Asset Strategies Group November 2008 - October 2013
MassMutual Financial Group November 2008 - October 2013
Vacaville Rugby Club June 2011 - October 2012
Vacaville Public Education Foundation February 2011 - December 2011
Active 20-30 of Vaca Valley #295 April 2010 - June 2011
MG Painting June 2002 - September 2008
Skills
Life Insurance, Retirement, Insurance, Disability Insurance, Employee Benefits, Strategic Financial..., Small Business, Long Term Care Insurance, Long-term Care, ERISA, Buy-sell Agreements, Fixed Annuities, Investments, Whole Life, Brokers, Term Life Insurance, Leadership, Retirement Planning, Finance, Financial Advisory, Series 6, Series 7, Underwriting, Executive Pay, Business, IRAs, Securities, Financial Services, 401k, Wealth, Financial Planners, Pensions, Wealth Management, Variable Annuities, Series 63, Critical Illness, Universal Life, Estate Planning, Mutual Funds, Personal Finance, Health Insurance, Investment Advisory, Wealth Accumulation, Roth IRA, Investment Strategies, Asset Allocation, 401k Rollovers, Retirement Services, Executive Benefits, Business Continuation
Education
The American College 2011 — 2015
CLU, Insurance
University of California, Davis 2006 — 2008
BA, Economics, Psychology minor
PRJ Insurance Marketing Inc. October 2013 - Present
Vacaville Rugby Club October 2012 - June 2014
Vacaville Public Education Foundation January 2012 - December 2013
Asset Strategies Group November 2008 - October 2013
MassMutual Financial Group November 2008 - October 2013
Vacaville Rugby Club June 2011 - October 2012
Vacaville Public Education Foundation February 2011 - December 2011
Active 20-30 of Vaca Valley #295 April 2010 - June 2011
MG Painting June 2002 - September 2008
Skills
Life Insurance, Retirement, Insurance, Disability Insurance, Employee Benefits, Strategic Financial..., Small Business, Long Term Care Insurance, Long-term Care, ERISA, Buy-sell Agreements, Fixed Annuities, Investments, Whole Life, Brokers, Term Life Insurance, Leadership, Retirement Planning, Finance, Financial Advisory, Series 6, Series 7, Underwriting, Executive Pay, Business, IRAs, Securities, Financial Services, 401k, Wealth, Financial Planners, Pensions, Wealth Management, Variable Annuities, Series 63, Critical Illness, Universal Life, Estate Planning, Mutual Funds, Personal Finance, Health Insurance, Investment Advisory, Wealth Accumulation, Roth IRA, Investment Strategies, Asset Allocation, 401k Rollovers, Retirement Services, Executive Benefits, Business Continuation
Education
The American College 2011 — 2015
CLU, Insurance
University of California, Davis 2006 — 2008
BA, Economics, Psychology minor
Bridget Haley Bridget Haley's MassMutual Financial Group Experience July 2011 - Present
Job Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2011 - Present
MassMutual Financial Group January 2008 - 2011
The Hartford 2001 - 2007
Skills
Financial Services, IT Service Management, Project Portfolio..., Operational Readiness, Knowledge Management, SDLC, ITIL Certified, Lean Six Sigma, Employee Training, Lean Operations, Vendor Relationship..., Risk Management, SharePoint, Vendor Management, Process Improvement, Business Analysis, Change Management, Requirements Analysis, IT Strategy, Leadership, Requirements Gathering, Program Management
Education
Mt Holyoke College
Bachelor's degree
The George Washington University
Master's Degree in Project Managment
MassMutual Financial Group July 2011 - Present
MassMutual Financial Group January 2008 - 2011
The Hartford 2001 - 2007
Skills
Financial Services, IT Service Management, Project Portfolio..., Operational Readiness, Knowledge Management, SDLC, ITIL Certified, Lean Six Sigma, Employee Training, Lean Operations, Vendor Relationship..., Risk Management, SharePoint, Vendor Management, Process Improvement, Business Analysis, Change Management, Requirements Analysis, IT Strategy, Leadership, Requirements Gathering, Program Management
Education
Mt Holyoke College
Bachelor's degree
The George Washington University
Master's Degree in Project Managment
Harry Reimers Harry Reimers's MassMutual Financial Group Experience 1997 - Present
Job Financial Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group 1997 - Present
Skills
Strategic Financial..., Long-term Care, Estate Planning, Disability Insurance, Insurance, Life Insurance, Retirement, Employee Benefits
Education
The American College 2003 — 2005
Chartered Life Underwriter
Western New England University
Master of Business Administration (M.B.A.)
MassMutual Financial Group 1997 - Present
Skills
Strategic Financial..., Long-term Care, Estate Planning, Disability Insurance, Insurance, Life Insurance, Retirement, Employee Benefits
Education
The American College 2003 — 2005
Chartered Life Underwriter
Western New England University
Master of Business Administration (M.B.A.)
Tim Cooney, CLU, ChFC Tim Cooney, CLU, ChFC's MassMutual Financial Group Experience October 2006 - December 2011
Job Financial Services Rep, CLU, ChFC at Allstate Financial
Industry Financial Services
Experience
Allstate December 2011 - Present
Sound Financial Strategies, LLC October 2006 - Present
Commonwealth Financial Group October 2006 - December 2011
MassMutual Financial Group October 2006 - December 2011
John Hancock November 1997 - September 2006
Skills
Strategic Financial..., Insurance Planning, Investments, Fixed Annuities, Retirement, Portfolio Management, Financial Services, Financial Planners, Small Business, IRAs, Disability Insurance, Risk Management, Retirement Planning, Mutual Funds, Long Term Care Insurance, 401k, Estate Planning, Finance, Securities, Term Life Insurance, Long-term Care, Life Insurance, Wealth Management, Series 7, Financial Planning
Education
The American College 2009 — 2010
ChFC, CLU, Financial Services
University of Massachusetts Dartmouth 1991 — 1995
Bachelor Of Science, Computer Information Systems
Allstate December 2011 - Present
Sound Financial Strategies, LLC October 2006 - Present
Commonwealth Financial Group October 2006 - December 2011
MassMutual Financial Group October 2006 - December 2011
John Hancock November 1997 - September 2006
Skills
Strategic Financial..., Insurance Planning, Investments, Fixed Annuities, Retirement, Portfolio Management, Financial Services, Financial Planners, Small Business, IRAs, Disability Insurance, Risk Management, Retirement Planning, Mutual Funds, Long Term Care Insurance, 401k, Estate Planning, Finance, Securities, Term Life Insurance, Long-term Care, Life Insurance, Wealth Management, Series 7, Financial Planning
Education
The American College 2009 — 2010
ChFC, CLU, Financial Services
University of Massachusetts Dartmouth 1991 — 1995
Bachelor Of Science, Computer Information Systems
Carolyn Rossi, CLU, RHU, CLTC's MassMutual Financial Group Experience July 2002 - Present
Job Regional Sales Director Disability and Long Term Care at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2002 - Present
Unum November 1997 - July 2002
Unum May 1992 - November 1997
Skills
Long-term Care, Fixed Annuities, Disability Insurance, Life Insurance, Insurance, Health Insurance, Retirement, Retirement Planning, Brokers, Leadership, Sales, Long Term Care Insurance, 401k, Marketing, Term Life Insurance
Education
The American College 2011 — 2011
Chartered Life Underwriter (CLU), Life, Disability and Long Term Care Insurance
Corporation For Long Term Care 2008 — 2008
Certification in Long Term Care (CLTC), Long Term Care Insurance
The American College 1996 — 1998
Registered Health Underwriter (RHU), Disability and Health Insurance
MassMutual Financial Group July 2002 - Present
Unum November 1997 - July 2002
Unum May 1992 - November 1997
Skills
Long-term Care, Fixed Annuities, Disability Insurance, Life Insurance, Insurance, Health Insurance, Retirement, Retirement Planning, Brokers, Leadership, Sales, Long Term Care Insurance, 401k, Marketing, Term Life Insurance
Education
The American College 2011 — 2011
Chartered Life Underwriter (CLU), Life, Disability and Long Term Care Insurance
Corporation For Long Term Care 2008 — 2008
Certification in Long Term Care (CLTC), Long Term Care Insurance
The American College 1996 — 1998
Registered Health Underwriter (RHU), Disability and Health Insurance
Thomas D. Conklin Thomas D. Conklin's MassMutual Financial Group Experience January 2001 - Present
Job Financial Advisor at MassMutual Oklahoma
Industry Financial Services
Experience
MassMutual Financial Group January 2001 - Present
MassMutual Financial Group November 1989 - Present
Skills
Fixed Annuities, Mutual Funds, IRAs, 401k, Disability Insurance, Long Term Care Insurance, Strategic Financial..., Retirement Planning, Retirement, Wealth Accumulation, Long-term Care, Bonds, 529 Plans, 401k Rollovers
Education
The American College 1989 — 1991
CLU, ChFC, Insurance, Taxes, Finance
University of Tulsa 1979 — 1981
Accounting & Business
MassMutual Financial Group January 2001 - Present
MassMutual Financial Group November 1989 - Present
Skills
Fixed Annuities, Mutual Funds, IRAs, 401k, Disability Insurance, Long Term Care Insurance, Strategic Financial..., Retirement Planning, Retirement, Wealth Accumulation, Long-term Care, Bonds, 529 Plans, 401k Rollovers
Education
The American College 1989 — 1991
CLU, ChFC, Insurance, Taxes, Finance
University of Tulsa 1979 — 1981
Accounting & Business
Brad Mosley Brad Mosley's MassMutual Financial Group Experience June 2013 - November 2013
Job Financial Services Professional at Sub/Urban Life, Health and Dis..
Industry Insurance
Experience
Lowe's Companies, Inc. February 2014 - Present
Sub/Urban Life, Health and Disability April 2010 - Present
Aflac April 2010 - Present
MassMutual Financial Group June 2013 - November 2013
NFIB May 2011 - June 2013
AGLA (American General Life and Accident) April 2011 - June 2013
NFIB 2011 - 2012
Skills
Licensed Life & Health..., Term Life Insurance, Universal Life, Risk Management, Employee Benefits, Insurance, Whole Life, Health Care Reform, Index Universal Life, Properly Structure a..., PPACA, Index Universal Life As..., Whole life but only in..., Biblical Studies, Key Person Protection, Executive Benefit..., Buy-sell Agreements, Quality of Life..., Seeing What's Next, Blue Ocean Strategy, Health Policy, Sales, Cold Calling, Management, Affordable Care Act, Small Business, Financial Services, Retirement, Finance, Disability Insurance, Health Insurance, Life Insurance
Education
The American College 2012 — 2013
LUTCF
Hueytown High School 1996 — 2000
Lowe's Companies, Inc. February 2014 - Present
Sub/Urban Life, Health and Disability April 2010 - Present
Aflac April 2010 - Present
MassMutual Financial Group June 2013 - November 2013
NFIB May 2011 - June 2013
AGLA (American General Life and Accident) April 2011 - June 2013
NFIB 2011 - 2012
Skills
Licensed Life & Health..., Term Life Insurance, Universal Life, Risk Management, Employee Benefits, Insurance, Whole Life, Health Care Reform, Index Universal Life, Properly Structure a..., PPACA, Index Universal Life As..., Whole life but only in..., Biblical Studies, Key Person Protection, Executive Benefit..., Buy-sell Agreements, Quality of Life..., Seeing What's Next, Blue Ocean Strategy, Health Policy, Sales, Cold Calling, Management, Affordable Care Act, Small Business, Financial Services, Retirement, Finance, Disability Insurance, Health Insurance, Life Insurance
Education
The American College 2012 — 2013
LUTCF
Hueytown High School 1996 — 2000
Mikel Ostarticki Mikel Ostarticki's MassMutual Financial Group Experience May 2013 - October 2013
Job Retail Sales Consultant
Industry Retail
Experience
AT&T October 2013 - Present
Figg Leaf Solutions, Inc. March 2013 - Present
MassMutual Financial Group May 2013 - October 2013
TBC Corporation May 2011 - March 2013
Blueroots Strategies, Inc. October 2010 - May 2011
McCoy Corporation October 2007 - October 2010
McCoy Corporation March 2007 - October 2007
Camp Champions May 2004 - August 2006
Skills
Windows XP Pro, Windows 7, Windows Vista, Mac OS, Microsoft Office, Microsoft Excel, Microsoft Word, AS400 system, Phone Etiquette
Education
Texas State University-San Marcos 2001 — 2006
Bachelor of Arts (BA), Mass Communication/Media Studies, Minor in Sociology
AT&T October 2013 - Present
Figg Leaf Solutions, Inc. March 2013 - Present
MassMutual Financial Group May 2013 - October 2013
TBC Corporation May 2011 - March 2013
Blueroots Strategies, Inc. October 2010 - May 2011
McCoy Corporation October 2007 - October 2010
McCoy Corporation March 2007 - October 2007
Camp Champions May 2004 - August 2006
Skills
Windows XP Pro, Windows 7, Windows Vista, Mac OS, Microsoft Office, Microsoft Excel, Microsoft Word, AS400 system, Phone Etiquette
Education
Texas State University-San Marcos 2001 — 2006
Bachelor of Arts (BA), Mass Communication/Media Studies, Minor in Sociology
Emilie Bottiggi Emilie Bottiggi's MassMutual Financial Group Experience May 1993 - May 2011
Job Retired at 2011
Industry Financial Services
Experience
2011 March 2011 - Present
Self Employment May 2011 - February 2013
MassMutual Financial Group May 1993 - May 2011
American General Life and Accident May 1973 - December 1986
Skills
Non profit management ..., Retail work, selling..., Sales, Insurance, Project Management, Management, Public Speaking, Employee Benefits, Microsoft Excel, Microsoft Office, Customer Service, Fixed Annuities, PowerPoint, Strategic Planning, Training, Healthcare, Team Building, Social Media, Data Entry
Education
The American College 1973 — 2008
CLU ChFC CFBS CLTC FLMI, Financial Services
Vanderbilt University 1969 — 1972
Bachelor of Science, Political Science and Philosophy
2011 March 2011 - Present
Self Employment May 2011 - February 2013
MassMutual Financial Group May 1993 - May 2011
American General Life and Accident May 1973 - December 1986
Skills
Non profit management ..., Retail work, selling..., Sales, Insurance, Project Management, Management, Public Speaking, Employee Benefits, Microsoft Excel, Microsoft Office, Customer Service, Fixed Annuities, PowerPoint, Strategic Planning, Training, Healthcare, Team Building, Social Media, Data Entry
Education
The American College 1973 — 2008
CLU ChFC CFBS CLTC FLMI, Financial Services
Vanderbilt University 1969 — 1972
Bachelor of Science, Political Science and Philosophy
Reggie Russell, MBA Reggie Russell, MBA's MassMutual Financial Group Experience August 2000 - November 2001
Job Social Insurance Administrator
Industry Government Administration
Experience
Social Security Administration July 2009 - Present
BBVA Compass July 2006 - April 2009
Chase November 2001 - July 2006
MassMutual Financial Group August 2000 - November 2001
Bank of America January 1998 - August 2000
Skills
Banking, Customer Relations, Administration, Investments, Change Management, Leadership Development, Succession Planning, Mortgage Lending, Commercial Lending, Financial Planning, Insurance Planning
Education
University of Phoenix 2006 — 2007
Masters of Business Administration, Business Administration and Management, General
Texas Southern University 1991 — 1997
Bachelor of Business Administration, Marketing
Social Security Administration July 2009 - Present
BBVA Compass July 2006 - April 2009
Chase November 2001 - July 2006
MassMutual Financial Group August 2000 - November 2001
Bank of America January 1998 - August 2000
Skills
Banking, Customer Relations, Administration, Investments, Change Management, Leadership Development, Succession Planning, Mortgage Lending, Commercial Lending, Financial Planning, Insurance Planning
Education
University of Phoenix 2006 — 2007
Masters of Business Administration, Business Administration and Management, General
Texas Southern University 1991 — 1997
Bachelor of Business Administration, Marketing
Jennifer Varin Jennifer Varin's MassMutual Financial Group Experience August 2008 - July 2009
Job Primary Care Sales Rep at Pharmaceutical Sales
Industry Information Technology and Services
Experience
Pharmaceutical Sales October 2012 - Present
50 Below May 2012 - November 2012
50 Below September 2010 - May 2012
50 Below January 2010 - September 2010
MassMutual Financial Group August 2008 - July 2009
Skills
Account Management, New Business Development, Social Media, Online Marketing, Website Promotion, Organizing, Marketing Strategy, Team Leadership, Microsoft CRM, Sales Presentations, Pharmaceutical Industry, Cardiovascular Biology
Education
The College of St. Scholastica 2004 — 2008
Bachelor of Arts, Economics, Finance
Pharmaceutical Sales October 2012 - Present
50 Below May 2012 - November 2012
50 Below September 2010 - May 2012
50 Below January 2010 - September 2010
MassMutual Financial Group August 2008 - July 2009
Skills
Account Management, New Business Development, Social Media, Online Marketing, Website Promotion, Organizing, Marketing Strategy, Team Leadership, Microsoft CRM, Sales Presentations, Pharmaceutical Industry, Cardiovascular Biology
Education
The College of St. Scholastica 2004 — 2008
Bachelor of Arts, Economics, Finance
Jeanne Andrus's MassMutual Financial Group Experience 1985 - 1997
Job Owner, Live Ignited! Menopause Mastery Coaching
Industry Health, Wellness and Fitness
Experience
Live Ignited! July 2008 - Present
Oracle 2004 - 2009
DIMHRS 2004 - 2005
PeopleSoft 2004 - 2004
AG Consulting 1999 - 2003
Dartmouth Hitchcock Medical Center 1997 - 1998
MassMutual Financial Group 1985 - 1997
Skills
ETL Design & Tools, Database Administration, Information Architecture, Business Intelligence..., Systems Requirements..., Personal Training, Running coach, Fitness Coach, Fitness, Sports, Wellness, Health, Lifestyle, Nutrition, Coaching, Corporate Wellness, Entrepreneur, Public Speaking, Fitness Training, Personal Development, Stress Management, Wellbeing, Wellness Coaching, Menopause Mastery..., Weight Management..., PeopleSoft Programming, PeopleSoft..., Database Architecture, Systems Analysis, Corporations, Entrepreneurship, PeopleSoft, Requirements Analysis, Small Business, PeopleTools, CRM, Management, Business Coaching, Executive Coaching, Lifestyle Coaching, Databases, Leadership Development, Analytics, Training, Integration, Marketing Communications, Social Networking, Start-ups
Education
The Catholic University of America 1974 — 1976
BS, Psychology
Live Ignited! July 2008 - Present
Oracle 2004 - 2009
DIMHRS 2004 - 2005
PeopleSoft 2004 - 2004
AG Consulting 1999 - 2003
Dartmouth Hitchcock Medical Center 1997 - 1998
MassMutual Financial Group 1985 - 1997
Skills
ETL Design & Tools, Database Administration, Information Architecture, Business Intelligence..., Systems Requirements..., Personal Training, Running coach, Fitness Coach, Fitness, Sports, Wellness, Health, Lifestyle, Nutrition, Coaching, Corporate Wellness, Entrepreneur, Public Speaking, Fitness Training, Personal Development, Stress Management, Wellbeing, Wellness Coaching, Menopause Mastery..., Weight Management..., PeopleSoft Programming, PeopleSoft..., Database Architecture, Systems Analysis, Corporations, Entrepreneurship, PeopleSoft, Requirements Analysis, Small Business, PeopleTools, CRM, Management, Business Coaching, Executive Coaching, Lifestyle Coaching, Databases, Leadership Development, Analytics, Training, Integration, Marketing Communications, Social Networking, Start-ups
Education
The Catholic University of America 1974 — 1976
BS, Psychology
Paul Mariano Paul Mariano's MassMutual Financial Group Experience 1981 - 2001
Job Wealth Advisor at Charter Oak Insurance and Financial Service Company
Industry Financial Services
Experience
Miles Logue Financial Group January 2011 - Present
Mariano, McGrath & Associates, Inc. January 1986 - Present
Charter Oak Insurance and Financial Services November 1978 - Present
MassMutual Financial Group 1981 - 2001
MassMutual Financial Group 1976 - 1996
MassMutual Financial Group 1976 - 1996
Skills
Retirement Planning, Investments, Estate Planning, Long Term Care Insurance, Life Insurance, Strategic Financial..., Income Protection, Disability Insurance, securities, Health Insurance, Qualified Retirement..., Employee Benefits
Education
The American College 2002 — 2004
M.S., Financial Services
The University of Connecticut 1974 — 1977
B.S., Finance
University of Pittsburgh 1972 — 1973
bs, Pre-Law Studies
Naugatuck High 1968 — 1972
High School
Miles Logue Financial Group January 2011 - Present
Mariano, McGrath & Associates, Inc. January 1986 - Present
Charter Oak Insurance and Financial Services November 1978 - Present
MassMutual Financial Group 1981 - 2001
MassMutual Financial Group 1976 - 1996
MassMutual Financial Group 1976 - 1996
Skills
Retirement Planning, Investments, Estate Planning, Long Term Care Insurance, Life Insurance, Strategic Financial..., Income Protection, Disability Insurance, securities, Health Insurance, Qualified Retirement..., Employee Benefits
Education
The American College 2002 — 2004
M.S., Financial Services
The University of Connecticut 1974 — 1977
B.S., Finance
University of Pittsburgh 1972 — 1973
bs, Pre-Law Studies
Naugatuck High 1968 — 1972
High School
Joseph Gaj, CLU®, ChFC®'s MassMutual Financial Group Experience 2008 - 2011
Job Executive Vice President at Capital Financial Solutions Inc.
Industry Financial Services
Experience
Capital Financial Solutions Inc. May 2011 - Present
MassMutual Financial Group 2008 - 2011
Financial Services Firm of Victor Iannelli 2005 - 2008
Education
University of Pennsylvania 2000 — 2004
Bachelor of Science, Economics
The American College 2013 — 2015
Capital Financial Solutions Inc. May 2011 - Present
MassMutual Financial Group 2008 - 2011
Financial Services Firm of Victor Iannelli 2005 - 2008
Education
University of Pennsylvania 2000 — 2004
Bachelor of Science, Economics
The American College 2013 — 2015
Rick Krempin CFBS, CLTC Rick Krempin CFBS, CLTC's MassMutual Financial Group Experience June 2004 - October 2006
Job Owner at Krempin Financial Services
Industry Financial Services
Experience
Krempin Financial Services 2006 - Present
Rochester Rotary Club 2001 - Present
MassMutual Financial Group June 2004 - October 2006
Mutual of New York April 1970 - June 2004
Skills
Retirement Planning, Retirement, Leadership, Sales, Estate Planning, Strategic Financial..., Small Business, Investments, Insurance, Entrepreneurship, Strategic Planning, Nonprofits, Marketing Communications, Non-profits, Insuring Business Buy..., Wealth Accumulation;..., Disability Insurance, Employee Benefits, Finance, Financial Planning, Financial Services, Long-term Care, Securities
Education
The American College 2006 — 2006
Certified Family Business Specialist, Business Valuation & Succession Planning, Estate Planning for Business Owners
Westminster College (MO) 1962 — 1966
BA Economics, Economics & Finance
Krempin Financial Services 2006 - Present
Rochester Rotary Club 2001 - Present
MassMutual Financial Group June 2004 - October 2006
Mutual of New York April 1970 - June 2004
Skills
Retirement Planning, Retirement, Leadership, Sales, Estate Planning, Strategic Financial..., Small Business, Investments, Insurance, Entrepreneurship, Strategic Planning, Nonprofits, Marketing Communications, Non-profits, Insuring Business Buy..., Wealth Accumulation;..., Disability Insurance, Employee Benefits, Finance, Financial Planning, Financial Services, Long-term Care, Securities
Education
The American College 2006 — 2006
Certified Family Business Specialist, Business Valuation & Succession Planning, Estate Planning for Business Owners
Westminster College (MO) 1962 — 1966
BA Economics, Economics & Finance
Leonel J. Burrola, AIF® Leonel J. Burrola, AIF®'s MassMutual Financial Group Experience 2007 - April 2011
Job We Help You Achieve Financial Independence | Founder, Luminant Capital
Industry Investment Management
Experience
Luminant Capital February 2013 - Present
My Trusted Advisor, LLC February 2011 - December 2012
MassMutual Financial Group 2007 - April 2011
Mercer Transitions February 2002 - February 2008
Skills
Investment Advisory, Financial Planning, Retirement Plan..., Retirement, IRA Rollovers, Private Wealth..., Retirement Income..., Fiduciary, fiduciary consulting, Strategic Financial..., Retirement Planning, Wealth Management, 401k, Investments, Asset Allocation, Investment Management, Financial Advisory, Pensions, Financial Services, Employee Benefits, Estate Planning, Mutual Funds, Financial Planners, Fixed Annuities, Series 7, Alternative Investments, Small Business, Disability Insurance, Long-term Care, Life Insurance, Personal Finance, Securities, Finance
Education
The American College 2011 — 2012
CFP, Certified Financial Planner
University of California, Santa Barbara 1995 — 2000
BA, Religious Studies
Palo Verde High School
Luminant Capital February 2013 - Present
My Trusted Advisor, LLC February 2011 - December 2012
MassMutual Financial Group 2007 - April 2011
Mercer Transitions February 2002 - February 2008
Skills
Investment Advisory, Financial Planning, Retirement Plan..., Retirement, IRA Rollovers, Private Wealth..., Retirement Income..., Fiduciary, fiduciary consulting, Strategic Financial..., Retirement Planning, Wealth Management, 401k, Investments, Asset Allocation, Investment Management, Financial Advisory, Pensions, Financial Services, Employee Benefits, Estate Planning, Mutual Funds, Financial Planners, Fixed Annuities, Series 7, Alternative Investments, Small Business, Disability Insurance, Long-term Care, Life Insurance, Personal Finance, Securities, Finance
Education
The American College 2011 — 2012
CFP, Certified Financial Planner
University of California, Santa Barbara 1995 — 2000
BA, Religious Studies
Palo Verde High School
Nakia Kearse, PMP Nakia Kearse, PMP's MassMutual Financial Group Experience June 2014 - Present
Job Leader in Program Managememt / Customer Experience Strategy / Product Development
Industry Financial Services
Experience
MassMutual Financial Group June 2014 - Present
The MI Network April 2012 - Present
VERTEX, Inc. February 2013 - June 2014
Prudential Financial September 2009 - September 2011
Prudential Financial January 2005 - September 2009
Prudential Financial September 2000 - January 2005
Prudential Financial 1998 - 2000
Prudential Financial July 1996 - 1998
Skills
Strategic Planning, Cross-functional Team..., Product Development, Product Marketing, Process Improvement, Insurance, Process Engineering, Business Process..., Lotus Notes, Visio, Mentoring, Team Building, Compliance, Risk Management, MS Project, Team Leadership, Problem Solving, Coaching, PMP, Business Strategy, Negotiation, Six Sigma, Lean Management
Education
Central Connecticut State University - ITBD 2012 — 2012
Six Sigma Black Belt Certification, Lean Manufacturing Certification
The College of New Jersey 1992 — 1996
BA, Public Administration, Communications, Psychology
MassMutual Financial Group June 2014 - Present
The MI Network April 2012 - Present
VERTEX, Inc. February 2013 - June 2014
Prudential Financial September 2009 - September 2011
Prudential Financial January 2005 - September 2009
Prudential Financial September 2000 - January 2005
Prudential Financial 1998 - 2000
Prudential Financial July 1996 - 1998
Skills
Strategic Planning, Cross-functional Team..., Product Development, Product Marketing, Process Improvement, Insurance, Process Engineering, Business Process..., Lotus Notes, Visio, Mentoring, Team Building, Compliance, Risk Management, MS Project, Team Leadership, Problem Solving, Coaching, PMP, Business Strategy, Negotiation, Six Sigma, Lean Management
Education
Central Connecticut State University - ITBD 2012 — 2012
Six Sigma Black Belt Certification, Lean Manufacturing Certification
The College of New Jersey 1992 — 1996
BA, Public Administration, Communications, Psychology
Erika DeJesus Erika DeJesus's MassMutual Financial Group Experience November 2014 - Present
Job Consultant at Isagenix
Industry Health, Wellness and Fitness
Experience
Isagenix July 2013 - Present
Synergy in Strength January 2012 - Present
MassMutual Financial Group November 2014 - Present
Financial Service Professionals Hartford, CT July 2009 - July 2011
Phoenix Life Insurance Company September 2000 - March 2007
Life Insurance Trust Services June 2000 - December 2000
Merrill Lynch Life Insurance Group August 1996 - June 2000
Ward Financial Group April 1986 - August 1996
Gent Financial Group April 1984 - April 1986
E.F. Hutton April 1982 - April 1984
Skills
Insurance, Life Insurance, Disability Insurance, Strategic Financial..., Estate Planning, Financial Services, Marketing, New Business Development, Underwriting, Sales, Strategy, Competitive Analysis, Product Development, Sales Management, Series 6, Program Management, Training, Mutual Funds, Holistic Health, Personal Training, Mindfulness, Weight Training, Weight Loss, Weight Loss Coaching, Weightlifting, Bodybuilding
Education
Institute for Integrative Nutrition 2013 — 2013
Health Coach, Foods, Nutrition, and Wellness Studies, General
The American College 2009 — 2009
CFBS, Certified Family Business Specialist
Institute of Business & Finance
CFS, Certified Fund Specialist
The American College 1996 — 1997
CLU, ChFC, CFBS, Insurance and Financial Planning
University of Connecticut 1978 — 1982
BS, Environmental Science
Isagenix July 2013 - Present
Synergy in Strength January 2012 - Present
MassMutual Financial Group November 2014 - Present
Financial Service Professionals Hartford, CT July 2009 - July 2011
Phoenix Life Insurance Company September 2000 - March 2007
Life Insurance Trust Services June 2000 - December 2000
Merrill Lynch Life Insurance Group August 1996 - June 2000
Ward Financial Group April 1986 - August 1996
Gent Financial Group April 1984 - April 1986
E.F. Hutton April 1982 - April 1984
Skills
Insurance, Life Insurance, Disability Insurance, Strategic Financial..., Estate Planning, Financial Services, Marketing, New Business Development, Underwriting, Sales, Strategy, Competitive Analysis, Product Development, Sales Management, Series 6, Program Management, Training, Mutual Funds, Holistic Health, Personal Training, Mindfulness, Weight Training, Weight Loss, Weight Loss Coaching, Weightlifting, Bodybuilding
Education
Institute for Integrative Nutrition 2013 — 2013
Health Coach, Foods, Nutrition, and Wellness Studies, General
The American College 2009 — 2009
CFBS, Certified Family Business Specialist
Institute of Business & Finance
CFS, Certified Fund Specialist
The American College 1996 — 1997
CLU, ChFC, CFBS, Insurance and Financial Planning
University of Connecticut 1978 — 1982
BS, Environmental Science
Carrie (Forbes) Patrizio's MassMutual Financial Group Experience January 2013 - November 2013
Job Realtor at Berkshire Hathaway HomeServices Fox & Roach, Realtors
Industry Online Media
Experience
Berkshire Hathaway HomeServices Fox & Roach, Realtors August 2014 - Present
Good at Everything May 2013 - Present
MassMutual Financial Group January 2013 - November 2013
The Hartford January 2008 - December 2012
MFS Investment Management November 2004 - December 2007
Northern Light Technology 1996 - 1998
Skills
Internal Communications, Corporate Communications, Strategic Communications, Financial Services, Communications Planning, Marketing Communications, Communication Training, Crisis Communications, Media Relations, Social Media, Newsletters, Public Relations, Internal & External..., Marketing, Marketing Strategy, Customer Service, Event Management, Pensions, Project Management
Education
The George Washington University 1992 — 1996
Bachelor of Arts (B.A.), International Marketing
Strath Haven High School 1988 — 1992
Berkshire Hathaway HomeServices Fox & Roach, Realtors August 2014 - Present
Good at Everything May 2013 - Present
MassMutual Financial Group January 2013 - November 2013
The Hartford January 2008 - December 2012
MFS Investment Management November 2004 - December 2007
Northern Light Technology 1996 - 1998
Skills
Internal Communications, Corporate Communications, Strategic Communications, Financial Services, Communications Planning, Marketing Communications, Communication Training, Crisis Communications, Media Relations, Social Media, Newsletters, Public Relations, Internal & External..., Marketing, Marketing Strategy, Customer Service, Event Management, Pensions, Project Management
Education
The George Washington University 1992 — 1996
Bachelor of Arts (B.A.), International Marketing
Strath Haven High School 1988 — 1992
Andrew Schiro, III Andrew Schiro, III's MassMutual Financial Group Experience July 2011 - February 2013
Job President of Financial Planning Vere Global Private Asset Management
Industry Financial Services
Experience
Vere Global February 2014 - Present
MassMutual Financial Group July 2011 - February 2013
HMB Stonebridge 2010 - 2011
New York Life Insurance Company 2003 - 2010
Skills
Investments, Analysis, Series 63, Wealth Management, Finance, Financial Services, Strategic Financial..., Series 7, Securities, Management, Business Continuity..., Investment Advisory, Employee Benefits, Fixed Annuities, Mutual Funds, Investment Advisory..., Business Development, Retirement, Portfolio Management, Asset Management, Asset Allocation, Networking, Investment Strategies, Retirement Planning
Education
Southwest Texas State University 1990 — 1994
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Vere Global February 2014 - Present
MassMutual Financial Group July 2011 - February 2013
HMB Stonebridge 2010 - 2011
New York Life Insurance Company 2003 - 2010
Skills
Investments, Analysis, Series 63, Wealth Management, Finance, Financial Services, Strategic Financial..., Series 7, Securities, Management, Business Continuity..., Investment Advisory, Employee Benefits, Fixed Annuities, Mutual Funds, Investment Advisory..., Business Development, Retirement, Portfolio Management, Asset Management, Asset Allocation, Networking, Investment Strategies, Retirement Planning
Education
Southwest Texas State University 1990 — 1994
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Edouard Abihabib Edouard Abihabib's MassMutual Financial Group Experience January 2012 - May 2012
Job Freelance Financial Advisor
Industry Financial Services
Experience
MassMutual Financial Group January 2012 - May 2012
Phi Kappa Psi Fraternity - Texas Gamma December 2010 - December 2011
Apple June 2010 - April 2011
Texas State University Interfraternity Council November 2009 - November 2010
3D RESORTS June 2009 - August 2009
Skills
Public Speaking, Financial Analysis, Event Planning, PowerPoint, Sales, Customer Service, Research, Microsoft Excel, Microsoft Office
Education
Texas State University 2008 — 2011
BBA, Economics
MassMutual Financial Group January 2012 - May 2012
Phi Kappa Psi Fraternity - Texas Gamma December 2010 - December 2011
Apple June 2010 - April 2011
Texas State University Interfraternity Council November 2009 - November 2010
3D RESORTS June 2009 - August 2009
Skills
Public Speaking, Financial Analysis, Event Planning, PowerPoint, Sales, Customer Service, Research, Microsoft Excel, Microsoft Office
Education
Texas State University 2008 — 2011
BBA, Economics
Michelle Sussmann Michelle Sussmann's MassMutual Financial Group Experience June 2012 - Present
Job Assistant Vice President & Chief of Staff Marketing Strategy, Planning & Operations
Industry Financial Services
Experience
MassMutual Financial Group June 2012 - Present
MassMutual Financial Group November 2010 - June 2012
MassMutual Financial Group October 2009 - November 2010
MassMutual Financial Group January 2007 - November 2009
MassMutual Fiancial Group 2003 - 2006
MassMutual Financial Group September 1999 - 2003
Skills
Talent Management, Project Management, Leadership Development, Social Media Marketing, Collaboration Tools, Strategic Collaboration, Creative Strategy, Strategy Execution, Financial Services, Strategic Leadership, Social Networking, Digital Marketing
Education
The George Washington University 2004 — 2006
Masters, Education, Technology, Leadership
University of Massachusetts, Amherst 1995 — 1999
BA, Education, Sociology
MassMutual Financial Group June 2012 - Present
MassMutual Financial Group November 2010 - June 2012
MassMutual Financial Group October 2009 - November 2010
MassMutual Financial Group January 2007 - November 2009
MassMutual Fiancial Group 2003 - 2006
MassMutual Financial Group September 1999 - 2003
Skills
Talent Management, Project Management, Leadership Development, Social Media Marketing, Collaboration Tools, Strategic Collaboration, Creative Strategy, Strategy Execution, Financial Services, Strategic Leadership, Social Networking, Digital Marketing
Education
The George Washington University 2004 — 2006
Masters, Education, Technology, Leadership
University of Massachusetts, Amherst 1995 — 1999
BA, Education, Sociology
Joseph Topolski Joseph Topolski's MassMutual Financial Group Experience June 2012 - Present
Job Financial Advisor at MassMutual Financial Group
Industry Financial Services
Experience
Diversified Wealth Solutions January 2015 - Present
MassMutual Financial Group June 2012 - Present
Lincoln Financial Group October 2007 - April 2012
T. Rowe Price November 2004 - October 2007
Provident Bank December 1997 - February 2001
Skills
Insurance, State Insurance License, Retirement Planning
Education
The Community College of Baltimore County 1997 — 2004
Perry Hall High School
Diversified Wealth Solutions January 2015 - Present
MassMutual Financial Group June 2012 - Present
Lincoln Financial Group October 2007 - April 2012
T. Rowe Price November 2004 - October 2007
Provident Bank December 1997 - February 2001
Skills
Insurance, State Insurance License, Retirement Planning
Education
The Community College of Baltimore County 1997 — 2004
Perry Hall High School
Michael W. Chavez Michael W. Chavez's MassMutual Financial Group Experience February 2014 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group February 2014 - Present
New Leaders Council January 2015 - June 2015
East Oakland Youth Development Center - Roots International Academy August 2013 - January 2014
Waddell & Reed Financial, Inc. January 2013 - November 2013
UC Berkeley Trio Pre-College Programs June 2013 - August 2013
Centro Legal de la Raza January 2013 - March 2013
UC Berkeley Economics Department August 2012 - January 2013
Abel Guillen for State Assembly September 2012 - November 2012
Skills
Microsoft Excel, Financial Services, Finance, Nonprofits, Risk Management, Insurance, Financial Analysis, Data Analysis, Retirement Planning, Economics, Life Insurance, Sales, Mutual Funds, Salesforce.com, CRM, Fundraising
Education
The American College 2014 — 2015
FSCP® Financial Services Certified Professional, Financial Planning
UC Berkeley 2008 — 2013
Bachelor of Arts (B.A.), Political Economics
Lynwood High School 2005 — 2008
High School Graduate, General Education, 4.1
MassMutual Financial Group February 2014 - Present
New Leaders Council January 2015 - June 2015
East Oakland Youth Development Center - Roots International Academy August 2013 - January 2014
Waddell & Reed Financial, Inc. January 2013 - November 2013
UC Berkeley Trio Pre-College Programs June 2013 - August 2013
Centro Legal de la Raza January 2013 - March 2013
UC Berkeley Economics Department August 2012 - January 2013
Abel Guillen for State Assembly September 2012 - November 2012
Skills
Microsoft Excel, Financial Services, Finance, Nonprofits, Risk Management, Insurance, Financial Analysis, Data Analysis, Retirement Planning, Economics, Life Insurance, Sales, Mutual Funds, Salesforce.com, CRM, Fundraising
Education
The American College 2014 — 2015
FSCP® Financial Services Certified Professional, Financial Planning
UC Berkeley 2008 — 2013
Bachelor of Arts (B.A.), Political Economics
Lynwood High School 2005 — 2008
High School Graduate, General Education, 4.1
David Gribble LUTCF's MassMutual Financial Group Experience 2003 - 2005
Job President at Patriots 4 Prosperity
Industry Financial Services
Experience
Patriots 4 Prosperity January 2012 - Present
Wealth Concepts LLC 2011 - Present
Verus Medical LLC 2005 - 2010
MassMutual Financial Group 2003 - 2005
Plantera Group Inc. 2000 - 2003
Phoenix Wealth Managment 1991 - 2001
Education
The American College
http://www.theamericancollege.edu/, Financial Planning
Patriots 4 Prosperity January 2012 - Present
Wealth Concepts LLC 2011 - Present
Verus Medical LLC 2005 - 2010
MassMutual Financial Group 2003 - 2005
Plantera Group Inc. 2000 - 2003
Phoenix Wealth Managment 1991 - 2001
Education
The American College
http://www.theamericancollege.edu/, Financial Planning
David Chatterton David Chatterton's MassMutual Financial Group Experience April 2015 - Present
Job Agency Managing Director at MassMutual Dallas/Fort Worth
Industry Financial Services
Experience
MassMutual Financial Group April 2015 - Present
Thrivent Financial May 2012 - April 2015
Thrivent Financial May 2008 - May 2012
Skills
Series 7, Life Insurance, Investments, Mutual Funds, Financial Planning, Finance, Fixed Annuities, Retirement Planning, Insurance, Retirement, Leadership, Wealth Management, Investment Strategies, Estate Planning, Financial Services, Securities, Disability Insurance, IRAs, Asset Allocation
Education
Texas Tech University 2004 — 2008
Bachelor of Science (BS), Personal Financial Planning
Spring Hill High School
MassMutual Financial Group April 2015 - Present
Thrivent Financial May 2012 - April 2015
Thrivent Financial May 2008 - May 2012
Skills
Series 7, Life Insurance, Investments, Mutual Funds, Financial Planning, Finance, Fixed Annuities, Retirement Planning, Insurance, Retirement, Leadership, Wealth Management, Investment Strategies, Estate Planning, Financial Services, Securities, Disability Insurance, IRAs, Asset Allocation
Education
Texas Tech University 2004 — 2008
Bachelor of Science (BS), Personal Financial Planning
Spring Hill High School
Jonathan Rivas Jonathan Rivas's MassMutual Financial Group Experience January 2012 - December 2012
Job Database | Middleware | Cloud ☁ Consultant at Oracle
Industry Information Technology and Services
Experience
Oracle May 2015 - Present
Verge Mobile LLC March 2015 - May 2015
Verge Mobile LLC August 2014 - March 2015
Time Warner Cable Business Class June 2014 - August 2014
AT&T June 2013 - May 2014
AT&T January 2013 - June 2013
Texas State University May 2012 - December 2012
MassMutual Financial Group January 2012 - December 2012
Asset Campus Management June 2010 - February 2011
Best Buy August 2006 - February 2010
Skills
Cloud Computing, Solution Selling, Team Leadership, Lead Generation, IaaS, PaaS, Oracle, Teamwork, Sales, Customer Service, Sales Operations, Sales Management, Management, Selling, Cold Calling, Customer Retention, Direct Sales, Retail, Event Planning, Salesforce.com, Customer Satisfaction, Employee Relations, Contract Negotiation, Customer Relations, Event Management, Market Analysis, Data Analysis, Marketing Research, MPLS VPN, SaaS, Competitive Sales, Sales Opportunity..., Account Growth, Account Maintenance, Anticipating Customer..., Building Customer..., Closing Sales, Consultative Selling, Relationship Management, Excel, Whole Life, Insurance, Business Management, Budgeting, Term Life Insurance, Business Development, Oracle Database, DbaaS, Microsoft Office, Microsoft Excel
Education
Texas State University-San Marcos 2009 — 2012
BBA, in Marketing (with Professional Sales Concentration), Alumni
The University of Texas at San Antonio 2007 — 2009
Oracle May 2015 - Present
Verge Mobile LLC March 2015 - May 2015
Verge Mobile LLC August 2014 - March 2015
Time Warner Cable Business Class June 2014 - August 2014
AT&T June 2013 - May 2014
AT&T January 2013 - June 2013
Texas State University May 2012 - December 2012
MassMutual Financial Group January 2012 - December 2012
Asset Campus Management June 2010 - February 2011
Best Buy August 2006 - February 2010
Skills
Cloud Computing, Solution Selling, Team Leadership, Lead Generation, IaaS, PaaS, Oracle, Teamwork, Sales, Customer Service, Sales Operations, Sales Management, Management, Selling, Cold Calling, Customer Retention, Direct Sales, Retail, Event Planning, Salesforce.com, Customer Satisfaction, Employee Relations, Contract Negotiation, Customer Relations, Event Management, Market Analysis, Data Analysis, Marketing Research, MPLS VPN, SaaS, Competitive Sales, Sales Opportunity..., Account Growth, Account Maintenance, Anticipating Customer..., Building Customer..., Closing Sales, Consultative Selling, Relationship Management, Excel, Whole Life, Insurance, Business Management, Budgeting, Term Life Insurance, Business Development, Oracle Database, DbaaS, Microsoft Office, Microsoft Excel
Education
Texas State University-San Marcos 2009 — 2012
BBA, in Marketing (with Professional Sales Concentration), Alumni
The University of Texas at San Antonio 2007 — 2009
Anthony D'Erasmo Anthony D'Erasmo's MassMutual Financial Group Experience May 2012 - August 2015
Job IT Support Technician at Maplewood Senior Living
Industry Information Technology and Services
Experience
Maplewood Senior Living August 2015 - Present
AD Computer Service January 2009 - Present
Southridge Technology June 2014 - August 2015
MassMutual Financial Group May 2012 - August 2015
Robert Half Technology (Southridge Technology) December 2013 - June 2014
UTC Aerospace Systems July 2012 - January 2013
Rockwell Signs and Service April 2012 - May 2012
Ability Beyond Disability January 2006 - August 2011
New England Energy Management, Inc April 2002 - October 2003
Azimuth Interactive 1992 - 1993
Skills
Computer Service, Computer Maintenance, Computer Repair, Computer Hardware, Pc Software, Computer Setup, Computer Security, PC maintenance, Troubleshooting, XP, Desktop Support, Microsoft Office, Laptops, Software Installation, Windows 7, Printers, Windows XP Professional, Hardware, Windows, Documentation, Cabling, Problem Solving, Outlook, Mac OS X, Word, Customer Relations, Disaster Recovery, Customer Service, Wireless Networking, Operating Systems, Routers, TCP/IP, Excel, Antivirus, PowerPoint, Web Design, Access, Software Documentation, Active Directory, System Center..., Windows Scripting, Windows Upgrade XP to 7, Windows Easy Transfer, Microsoft User State..., Microsoft Exchange, Enterprise Vault, Sophos, DameWare, Technical Support, Cisco Technologies
Education
The College of Westchester
CSM, Computer Systems and Business Management
Maplewood Senior Living August 2015 - Present
AD Computer Service January 2009 - Present
Southridge Technology June 2014 - August 2015
MassMutual Financial Group May 2012 - August 2015
Robert Half Technology (Southridge Technology) December 2013 - June 2014
UTC Aerospace Systems July 2012 - January 2013
Rockwell Signs and Service April 2012 - May 2012
Ability Beyond Disability January 2006 - August 2011
New England Energy Management, Inc April 2002 - October 2003
Azimuth Interactive 1992 - 1993
Skills
Computer Service, Computer Maintenance, Computer Repair, Computer Hardware, Pc Software, Computer Setup, Computer Security, PC maintenance, Troubleshooting, XP, Desktop Support, Microsoft Office, Laptops, Software Installation, Windows 7, Printers, Windows XP Professional, Hardware, Windows, Documentation, Cabling, Problem Solving, Outlook, Mac OS X, Word, Customer Relations, Disaster Recovery, Customer Service, Wireless Networking, Operating Systems, Routers, TCP/IP, Excel, Antivirus, PowerPoint, Web Design, Access, Software Documentation, Active Directory, System Center..., Windows Scripting, Windows Upgrade XP to 7, Windows Easy Transfer, Microsoft User State..., Microsoft Exchange, Enterprise Vault, Sophos, DameWare, Technical Support, Cisco Technologies
Education
The College of Westchester
CSM, Computer Systems and Business Management
Colin Martin Colin Martin's MassMutual Financial Group Experience November 2014 - September 2015
Job Insurance Agent
Industry Financial Services
Experience
MassMutual Financial Group November 2014 - September 2015
Colin Martin For Mayor January 2014 - May 2014
The Valley Partnership Joint Development Authority September 2010 - December 2013
Greater Columbus Georgia Chamber of Commerce May 2010 - December 2013
Northwestern Mutual November 2007 - May 2010
Winship Clinic, P.C. July 2002 - October 2007
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Retirement, Small Business, Nonprofits
Education
The University of Georgia 1984 — 1988
Bachelors of Arts, English
The American College 2008 — 2017
Chartered Life Underwriter, Insurance
Pacelli 1980 — 1984
High School Diploma, College Preparatory
MassMutual Financial Group November 2014 - September 2015
Colin Martin For Mayor January 2014 - May 2014
The Valley Partnership Joint Development Authority September 2010 - December 2013
Greater Columbus Georgia Chamber of Commerce May 2010 - December 2013
Northwestern Mutual November 2007 - May 2010
Winship Clinic, P.C. July 2002 - October 2007
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Retirement, Small Business, Nonprofits
Education
The University of Georgia 1984 — 1988
Bachelors of Arts, English
The American College 2008 — 2017
Chartered Life Underwriter, Insurance
Pacelli 1980 — 1984
High School Diploma, College Preparatory
Brenda Kirkland Brenda Kirkland's MassMutual Financial Group Experience January 2015 - Present
Job Agency Recruitment Director at Mass Mutual of North Texas
Industry Financial Services
Experience
MassMutual Financial Group January 2015 - Present
Skills
Recruiting, Sourcing, Marketing, Screening Resumes, Behavioral Interviewing, CareerBuilder, AIRS, ZipRecruiter, Taleo, PeopleSoft, Career Assessment, Applicant Tracking..., Talent Management, Human Resources, Training, Resume Writing, Interviews, Time Management, Personnel Management, College Recruiting, Leadership, Temporary Placement, Screening, New Hire Orientations, Strategy, Employee Benefits, Hiring, Management, Talent Acquisition, Onboarding, SDLC, Internet Recruiting, Executive Search, Benefits Negotiation, Coaching, Technical Recruiting, Staffing Services, Workforce Planning, Background Checks, Contract Recruitment, Benefits Administration, Deferred Compensation, Employer Branding, HRIS, Sales
Education
Texas Christian University 1994 — 1997
BS, Social Work/CJ
Texas Christian University
Bachelor of Science (B.S.)
MassMutual Financial Group January 2015 - Present
Skills
Recruiting, Sourcing, Marketing, Screening Resumes, Behavioral Interviewing, CareerBuilder, AIRS, ZipRecruiter, Taleo, PeopleSoft, Career Assessment, Applicant Tracking..., Talent Management, Human Resources, Training, Resume Writing, Interviews, Time Management, Personnel Management, College Recruiting, Leadership, Temporary Placement, Screening, New Hire Orientations, Strategy, Employee Benefits, Hiring, Management, Talent Acquisition, Onboarding, SDLC, Internet Recruiting, Executive Search, Benefits Negotiation, Coaching, Technical Recruiting, Staffing Services, Workforce Planning, Background Checks, Contract Recruitment, Benefits Administration, Deferred Compensation, Employer Branding, HRIS, Sales
Education
Texas Christian University 1994 — 1997
BS, Social Work/CJ
Texas Christian University
Bachelor of Science (B.S.)
Toni LiTrenta Toni LiTrenta's MassMutual Financial Group Experience September 2007 - January 2009
Job Regional Sales Vice President at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America January 2015 - Present
Charter Oak, General Agency of MassMutual Financial group January 2009 - January 2015
MassMutual Financial Group September 2007 - January 2009
MassMutual Financial Group May 2006 - September 2007
MassMutual Financial Group July 2005 - May 2006
MassMutual Financial Group September 2000 - July 2005
MassMutual Financial Group July 1999 - September 2000
MassMutual Financial Group July 1997 - July 1999
Skills
Insurance, Disability Insurance, Employee Benefits, Life Insurance, Sales Management, Retirement, Sales, Leadership, Training, Customer Service, Coaching, Management, Call Centers, Retirement Planning, Program Management, Software Documentation, Customer Satisfaction, 401k, Fixed Annuities, Sales Operations
Education
The American College
CLU
The Prudential Insurance Company of America January 2015 - Present
Charter Oak, General Agency of MassMutual Financial group January 2009 - January 2015
MassMutual Financial Group September 2007 - January 2009
MassMutual Financial Group May 2006 - September 2007
MassMutual Financial Group July 2005 - May 2006
MassMutual Financial Group September 2000 - July 2005
MassMutual Financial Group July 1999 - September 2000
MassMutual Financial Group July 1997 - July 1999
Skills
Insurance, Disability Insurance, Employee Benefits, Life Insurance, Sales Management, Retirement, Sales, Leadership, Training, Customer Service, Coaching, Management, Call Centers, Retirement Planning, Program Management, Software Documentation, Customer Satisfaction, 401k, Fixed Annuities, Sales Operations
Education
The American College
CLU
Chris Scioli Chris Scioli's MassMutual Financial Group Experience January 2008 - Present
Job Agent at MassMutual Southwest
Industry Financial Services
Experience
MassMutual Financial Group January 2008 - Present
Education
Texas Tech University
MassMutual Financial Group January 2008 - Present
Education
Texas Tech University
Brian Tasson's MassMutual Financial Group Experience May 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
MassMutual Financial Group May 2015 - Present
State Farm May 2014 - August 2014
MassMutual Greater Houston May 2013 - August 2013
Texas Aquatics Pool Services May 2009 - August 2012
Vector Marketing December 2011 - April 2012
Skills
Sales, Sales Management, Microsoft Excel, Access, PowerPoint, Networking, Budgets, Customer Service, Leadership, Social Networking, Finance, Event Planning, Public Speaking, Marketing, Time Management
Education
Texas State University-San Marcos 2012 — 2014
Business, Management, Marketing, and Related Support Services
University of Houston 2010 — 2012
Business, Management, Marketing, and Related Support Services
MassMutual Financial Group May 2015 - Present
State Farm May 2014 - August 2014
MassMutual Greater Houston May 2013 - August 2013
Texas Aquatics Pool Services May 2009 - August 2012
Vector Marketing December 2011 - April 2012
Skills
Sales, Sales Management, Microsoft Excel, Access, PowerPoint, Networking, Budgets, Customer Service, Leadership, Social Networking, Finance, Event Planning, Public Speaking, Marketing, Time Management
Education
Texas State University-San Marcos 2012 — 2014
Business, Management, Marketing, and Related Support Services
University of Houston 2010 — 2012
Business, Management, Marketing, and Related Support Services
Jeffrey Ryan, CLF Jeffrey Ryan, CLF's MassMutual Financial Group Experience September 2012 - Present
Job Director of Recruiting at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group September 2012 - Present
MassMutual Financial Group March 2001 - August 2012
Word of Grace Church September 2000 - August 2012
Skills
Fixed Annuities, Insurance, Retirement, Disability Insurance, Retirement Planning, Recruiting, Training, Presentations, 401k, Financial Services, Long-term Care, Mutual Funds, Sales, Finance, Long Term Care Insurance, Coaching, Management, Life Insurance, Employee Benefits
Education
The American College 2014 — 2015
CLF, Leadership
Maryland Bible College & Seminary 1997 — 2000
Bachelor's Degree, Theology/Theological Studies
MassMutual Financial Group September 2012 - Present
MassMutual Financial Group March 2001 - August 2012
Word of Grace Church September 2000 - August 2012
Skills
Fixed Annuities, Insurance, Retirement, Disability Insurance, Retirement Planning, Recruiting, Training, Presentations, 401k, Financial Services, Long-term Care, Mutual Funds, Sales, Finance, Long Term Care Insurance, Coaching, Management, Life Insurance, Employee Benefits
Education
The American College 2014 — 2015
CLF, Leadership
Maryland Bible College & Seminary 1997 — 2000
Bachelor's Degree, Theology/Theological Studies
Howard Frankel Howard Frankel's MassMutual Financial Group Experience 2005 - 2010
Job Managing Partner at Launch Advisors
Industry Information Technology and Services
Experience
Launch Advisors, LLC November 2014 - Present
Private Investor April 2000 - Present
ERP Maestro, Inc May 2013 - November 2014
QFA, LLC January 2010 - April 2012
MassMutual Financial Group 2005 - 2010
Tradex Technologies 1997 - 2000
Accenture (formerly Andersen Consulting) 1994 - 1997
Oracle Corporation 1989 - 1994
Skills
Management, Start-ups, Business Development, Strategy, Strategic Partnerships, Leadership, SaaS, Marketing, Strategic Planning, Sales Operations, Operations Management, IT Strategy, Information Technology, Professional Mentoring, Venture Capital, Channel Partners, Partner, Turnaround Experience
Education
The George Washington University 1978 — 1980
BBA, Finance
Launch Advisors, LLC November 2014 - Present
Private Investor April 2000 - Present
ERP Maestro, Inc May 2013 - November 2014
QFA, LLC January 2010 - April 2012
MassMutual Financial Group 2005 - 2010
Tradex Technologies 1997 - 2000
Accenture (formerly Andersen Consulting) 1994 - 1997
Oracle Corporation 1989 - 1994
Skills
Management, Start-ups, Business Development, Strategy, Strategic Partnerships, Leadership, SaaS, Marketing, Strategic Planning, Sales Operations, Operations Management, IT Strategy, Information Technology, Professional Mentoring, Venture Capital, Channel Partners, Partner, Turnaround Experience
Education
The George Washington University 1978 — 1980
BBA, Finance
Justin Liggitt Justin Liggitt's MassMutual Financial Group Experience August 2004 - April 2005
Job Director, Brand Consulting at 1st Global
Industry Financial Services
Experience
1st Global July 2013 - Present
1st Global August 2011 - July 2013
1st Global April 2010 - August 2011
1st Global December 2006 - April 2009
WM Group of Funds April 2005 - May 2006
MassMutual Financial Group August 2004 - April 2005
AXA Advisors February 2003 - July 2004
Skills
Business Development, Strategy, Marketing Strategy, Marketing, Investments, Leadership, CRM, Integrated Marketing, Market Research, Sales, Financial Services, Securities, Customer Segmentation..., FINRA, Management, Target Marketing, Wealth Management..., Direct Marketing, Consumer Database and..., Geodemographic analysis, Analysis, Brand Development, Brand Awareness, Brand Implementation
Education
Texas State University 1997 — 2002
BBA, Finance
1st Global July 2013 - Present
1st Global August 2011 - July 2013
1st Global April 2010 - August 2011
1st Global December 2006 - April 2009
WM Group of Funds April 2005 - May 2006
MassMutual Financial Group August 2004 - April 2005
AXA Advisors February 2003 - July 2004
Skills
Business Development, Strategy, Marketing Strategy, Marketing, Investments, Leadership, CRM, Integrated Marketing, Market Research, Sales, Financial Services, Securities, Customer Segmentation..., FINRA, Management, Target Marketing, Wealth Management..., Direct Marketing, Consumer Database and..., Geodemographic analysis, Analysis, Brand Development, Brand Awareness, Brand Implementation
Education
Texas State University 1997 — 2002
BBA, Finance
Monroe May Monroe May's MassMutual Financial Group Experience June 1996 - August 1998
Job V.P. of Market Development at Merit Medical Systems, Inc.
Industry Medical Devices
Experience
Merit Medical Systems, Inc. February 2009 - Present
Merit Medical Systems, Inc. June 2005 - January 2009
Merit Medical Systems, Inc. 2002 - 2005
Nestlé Clinical Nutrition February 2001 - August 2002
Horizon Medical September 1998 - January 2002
MassMutual Financial Group June 1996 - August 1998
NEISD August 1992 - June 1996
Skills
Interventional..., Capital Equipment, Medical Devices, Interventional Radiology, Product Development, Surgeons, Cath Lab, Sales Management, Vascular, New Business Development, Salesforce.com, Account Management, Cardiology, Cardiac Surgery, Catheters, Corporate Sales..., Direct Sales, Disposables, Healthcare, Sales Operations, Sales, Product Launch, Hospitals
Education
Texas State University-San Marcos
Bachelors, Excercise and Sports Science
Winston Churchill High School 1982 — 1986
Middle School
Merit Medical Systems, Inc. February 2009 - Present
Merit Medical Systems, Inc. June 2005 - January 2009
Merit Medical Systems, Inc. 2002 - 2005
Nestlé Clinical Nutrition February 2001 - August 2002
Horizon Medical September 1998 - January 2002
MassMutual Financial Group June 1996 - August 1998
NEISD August 1992 - June 1996
Skills
Interventional..., Capital Equipment, Medical Devices, Interventional Radiology, Product Development, Surgeons, Cath Lab, Sales Management, Vascular, New Business Development, Salesforce.com, Account Management, Cardiology, Cardiac Surgery, Catheters, Corporate Sales..., Direct Sales, Disposables, Healthcare, Sales Operations, Sales, Product Launch, Hospitals
Education
Texas State University-San Marcos
Bachelors, Excercise and Sports Science
Winston Churchill High School 1982 — 1986
Middle School
Carlos Miranda-Monroig, ChFC's MassMutual Financial Group Experience January 2007 - November 2009
Job Investment & Financial Consultant
Industry Financial Services
Experience
Securities America Inc. July 2015 - Present
Consultiva Internacional December 2009 - July 2015
MassMutual Financial Group January 2007 - November 2009
Skills
Chartered Financial..., Investments, Financial Analysis, Life Insurance, Term Life Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Return on Investment..., Finance, Financial Advisory, Strategic Planning, Series 7, Retirement Planning, Investment Management, Insurance, Financial Services, Financial Planning
Education
The American College 2010 — 2012
Chartered Financial Consultant, Financial Planning and Services
Universidad Interamericana de Puerto Riico 2006 — 2008
MBA, Finance, General
Universidad de Puerto Rico 2000 — 2004
Bachelor’s Degree, Industrial Management
Securities America Inc. July 2015 - Present
Consultiva Internacional December 2009 - July 2015
MassMutual Financial Group January 2007 - November 2009
Skills
Chartered Financial..., Investments, Financial Analysis, Life Insurance, Term Life Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Return on Investment..., Finance, Financial Advisory, Strategic Planning, Series 7, Retirement Planning, Investment Management, Insurance, Financial Services, Financial Planning
Education
The American College 2010 — 2012
Chartered Financial Consultant, Financial Planning and Services
Universidad Interamericana de Puerto Riico 2006 — 2008
MBA, Finance, General
Universidad de Puerto Rico 2000 — 2004
Bachelor’s Degree, Industrial Management
David Test, CEBS®, CFP®, RICP® David Test, CEBS®, CFP®, RICP®'s MassMutual Financial Group Experience 2007 - 2008
Job Retirement Plan Specialist/Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2008 - Present
MassMutual Financial Group 2007 - 2008
The Hartford 1997 - 2007
EMPOWER Retirement 1992 - 1997
Southwestern Advantage June 1987 - August 1989
Education
University of Pennsylvania - The Wharton School 2002 — 2003
CEBS, RPA
Texas Tech University - Rawls College of Business 1984 — 1989
BBA
Northwestern Mutual 2008 - Present
MassMutual Financial Group 2007 - 2008
The Hartford 1997 - 2007
EMPOWER Retirement 1992 - 1997
Southwestern Advantage June 1987 - August 1989
Education
University of Pennsylvania - The Wharton School 2002 — 2003
CEBS, RPA
Texas Tech University - Rawls College of Business 1984 — 1989
BBA
Jay Spector's MassMutual Financial Group Experience May 2015 - Present
Job Enterprise Risk Intern at MassMutual Financial Group
Industry
Experience
MassMutual Financial Group May 2015 - Present
U.S. Department of the Treasury January 2015 - May 2015
vineyard vines August 2014 - May 2015
Education
The George Washington University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance & Information Systems Management
Loomis Chaffee School 2007 — 2012
Renbrook School
MassMutual Financial Group May 2015 - Present
U.S. Department of the Treasury January 2015 - May 2015
vineyard vines August 2014 - May 2015
Education
The George Washington University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance & Information Systems Management
Loomis Chaffee School 2007 — 2012
Renbrook School
Mary Brimer Mary Brimer's MassMutual Financial Group Experience April 2007 - June 2010
Job Financial Planner, Owner of American Family Insurance & Investments, LLC
Industry Investment Management
Experience
American Family Insurance and Investments, LLC August 2010 - Present
MassMutual Financial Group April 2007 - June 2010
John Hancock Life Insurance Company (U.S.A.) March 2005 - April 2007
Skills
Fixed Annuities, Mutual Funds, Estate Planning, Long Term Care Insurance, Disability Insurance, Small Business, Retirement Planning, 401k, IRAs, 401k Rollovers, Employee Benefits, Series 63, Licensed Life & Health..., Variable Annuities, Roth IRA, Strategic Financial..., Series 7, Series 6, Whole Life, Equity Indexed Annuities, Universal Life, Brokerage, Bonds, Pensions, Stocks, Series 24, Series 65, Private Placements, ETFs, 1031 Exchanges, Insurance Brokerage, Variable Life, Investment Advisory..., Investment Advisor..., Investment Brokerage, Licensed Property &..., Socially Responsible..., Insurance Advisory..., 457 Plans, 403 b, series 53, Qualified Domestic..., 1035 Exchanges, Managed Asset Portfolios, Fee Based Financial..., Wealth Management..., Credit, Residential Mortgages, Business Networking, Property
Education
University of Maryland University College 1999 — 2002
Business and Management
The American College
Chartered Life Underwriter
NK HS
American Family Insurance and Investments, LLC August 2010 - Present
MassMutual Financial Group April 2007 - June 2010
John Hancock Life Insurance Company (U.S.A.) March 2005 - April 2007
Skills
Fixed Annuities, Mutual Funds, Estate Planning, Long Term Care Insurance, Disability Insurance, Small Business, Retirement Planning, 401k, IRAs, 401k Rollovers, Employee Benefits, Series 63, Licensed Life & Health..., Variable Annuities, Roth IRA, Strategic Financial..., Series 7, Series 6, Whole Life, Equity Indexed Annuities, Universal Life, Brokerage, Bonds, Pensions, Stocks, Series 24, Series 65, Private Placements, ETFs, 1031 Exchanges, Insurance Brokerage, Variable Life, Investment Advisory..., Investment Advisor..., Investment Brokerage, Licensed Property &..., Socially Responsible..., Insurance Advisory..., 457 Plans, 403 b, series 53, Qualified Domestic..., 1035 Exchanges, Managed Asset Portfolios, Fee Based Financial..., Wealth Management..., Credit, Residential Mortgages, Business Networking, Property
Education
University of Maryland University College 1999 — 2002
Business and Management
The American College
Chartered Life Underwriter
NK HS
Derek Adnams's MassMutual Financial Group Experience 2006 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade April 2015 - Present
MassMutual Albany 2013 - 2014
Highland Capital Brokerage 2012 - 2013
New York Life Insurance Company 2009 - 2011
MassMutual Financial Group 2006 - 2009
CUNA Mutual Group 2004 - 2005
Prudential Financial 1998 - 2004
Education
The College of New Jersey 1993 — 1997
BA, English
Scottrade April 2015 - Present
MassMutual Albany 2013 - 2014
Highland Capital Brokerage 2012 - 2013
New York Life Insurance Company 2009 - 2011
MassMutual Financial Group 2006 - 2009
CUNA Mutual Group 2004 - 2005
Prudential Financial 1998 - 2004
Education
The College of New Jersey 1993 — 1997
BA, English
Joshua Einhorn's MassMutual Financial Group Experience June 2003 - April 2005
Job Senior Client Engagement Manager
Industry Financial Services
Experience
Fisher Investments July 2014 - Present
Fisher Investments July 2012 - July 2014
Fisher Investments May 2011 - July 2012
Fisher Investments June 2010 - May 2011
Fisher Investments January 2008 - June 2010
Fisher Investments May 2005 - January 2008
MassMutual Financial Group June 2003 - April 2005
New England Financial November 2001 - May 2003
Embassy of Israel May 1997 - March 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
The George Washington University 1993 — 1997
Bachelor of Arts (BA), International Relations
Upper Dublin High School 1993 — 1997
Fisher Investments July 2014 - Present
Fisher Investments July 2012 - July 2014
Fisher Investments May 2011 - July 2012
Fisher Investments June 2010 - May 2011
Fisher Investments January 2008 - June 2010
Fisher Investments May 2005 - January 2008
MassMutual Financial Group June 2003 - April 2005
New England Financial November 2001 - May 2003
Embassy of Israel May 1997 - March 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
The George Washington University 1993 — 1997
Bachelor of Arts (BA), International Relations
Upper Dublin High School 1993 — 1997
Davis Green's MassMutual Financial Group Experience October 2007 - June 2009
Job Senior Associate, Advisor Benchmarking at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors July 2015 - Present
NFP Advisor Services Group November 2013 - July 2015
NFP Advisor Services Group December 2011 - November 2013
Ted H. Heaton, III State Farm Insurance Agency June 2009 - December 2011
MassMutual Financial Group October 2007 - June 2009
Penske 2006 - 2007
Skills
Marketing, Life Insurance, Fixed Annuities, Disability Insurance, 401k, Asset Allocation, Alternative Investments, Strategic Financial..., Portfolio Management, Asset Management, IRAs, Long-term Care, Uniform Combined State..., Equities, Project Planning, Investments, Financial Advisory
Education
Texas State University-San Marcos 2000 — 2005
Bachelor of Business Administration (BBA), Marketing
Dimensional Fund Advisors July 2015 - Present
NFP Advisor Services Group November 2013 - July 2015
NFP Advisor Services Group December 2011 - November 2013
Ted H. Heaton, III State Farm Insurance Agency June 2009 - December 2011
MassMutual Financial Group October 2007 - June 2009
Penske 2006 - 2007
Skills
Marketing, Life Insurance, Fixed Annuities, Disability Insurance, 401k, Asset Allocation, Alternative Investments, Strategic Financial..., Portfolio Management, Asset Management, IRAs, Long-term Care, Uniform Combined State..., Equities, Project Planning, Investments, Financial Advisory
Education
Texas State University-San Marcos 2000 — 2005
Bachelor of Business Administration (BBA), Marketing
Justin Bridges Justin Bridges's MassMutual Financial Group Experience May 2015 - Present
Job Financial Representative for MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2015 - Present
Red's Ice House June 2012 - Present
Bankers Life January 2015 - May 2015
Sportsman Boats Manufacturing August 2014 - November 2014
East Coast Baseball Academy - USA, LLC January 2014 - April 2014
The Citadel Athletic Training Program January 2014 - April 2014
Old Field Sports Club May 2012 - August 2012
The Citadel Football Program July 2010 - November 2010
Polo Ralph Lauren May 2010 - August 2010
Skills
Supervising, Public Speaking, Time Management, Customer Service, Organization, Motivation, Marketing, Commitment, Communication, Leadership, Sales, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Training, Teamwork, Team Building
Education
The Citadel 2011 — 2014
Bachelor of Science (B.S.), Exercise Science
The Citadel 2010 — 2014
BS, Exercise Science
MassMutual Financial Group May 2015 - Present
Red's Ice House June 2012 - Present
Bankers Life January 2015 - May 2015
Sportsman Boats Manufacturing August 2014 - November 2014
East Coast Baseball Academy - USA, LLC January 2014 - April 2014
The Citadel Athletic Training Program January 2014 - April 2014
Old Field Sports Club May 2012 - August 2012
The Citadel Football Program July 2010 - November 2010
Polo Ralph Lauren May 2010 - August 2010
Skills
Supervising, Public Speaking, Time Management, Customer Service, Organization, Motivation, Marketing, Commitment, Communication, Leadership, Sales, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Training, Teamwork, Team Building
Education
The Citadel 2011 — 2014
Bachelor of Science (B.S.), Exercise Science
The Citadel 2010 — 2014
BS, Exercise Science
Mayer Kramarsky Mayer Kramarsky's MassMutual Financial Group Experience April 2012 - Present
Job Sales Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group April 2012 - Present
John Hancock Life Insurance Company (U.S.A.) May 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) February 2006 - April 2012
Hatzolas Yisroel 2004 - January 2006
Skills
Long Term Care, Annuities, Disability Insurance, Employee Benefits, Health Insurance, Insurance, Estate Planning, Term Life Insurance, Group Benefits, Whole Life, Dental, Small Business, Insurance Planning, Succession Planning, Business Planning, Long-term Care, Pensions, 401k, Strategic Planning, Annuity, Underwriting, Sales Management, Coaching, Universal Life, Retirement Planning, Retirement, Fixed Annuities, Life Insurance, Financial Services, Long Term Care Insurance, IRAs, Finance, Wealth, Brokers, Marketing, Entrepreneurship, General Insurance, Wealth Accumulation, Life, 401k Rollovers, Fundraising, Financial Analysis, Retirement Savings, Permanent Life Insurance, Legal Liability, Buy-sell Agreements, Relationship Management, Health Savings Accounts, Personal Finance, Sales
Education
The American College 2010 — 2012
LUTCF, Life Underwriters Training Council Fellow
Yeshiva Gedolah Zichron Moshe South Fallsburg 2002 — 2003
Research Talmudic Studies
Meor Yizchok Rabbi Waschman 1998 — 2001
Research Talmudic Studies
Sandler Training
Certification of Sales Professional, Bronze Level
MassMutual Financial Group April 2012 - Present
John Hancock Life Insurance Company (U.S.A.) May 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) February 2006 - April 2012
Hatzolas Yisroel 2004 - January 2006
Skills
Long Term Care, Annuities, Disability Insurance, Employee Benefits, Health Insurance, Insurance, Estate Planning, Term Life Insurance, Group Benefits, Whole Life, Dental, Small Business, Insurance Planning, Succession Planning, Business Planning, Long-term Care, Pensions, 401k, Strategic Planning, Annuity, Underwriting, Sales Management, Coaching, Universal Life, Retirement Planning, Retirement, Fixed Annuities, Life Insurance, Financial Services, Long Term Care Insurance, IRAs, Finance, Wealth, Brokers, Marketing, Entrepreneurship, General Insurance, Wealth Accumulation, Life, 401k Rollovers, Fundraising, Financial Analysis, Retirement Savings, Permanent Life Insurance, Legal Liability, Buy-sell Agreements, Relationship Management, Health Savings Accounts, Personal Finance, Sales
Education
The American College 2010 — 2012
LUTCF, Life Underwriters Training Council Fellow
Yeshiva Gedolah Zichron Moshe South Fallsburg 2002 — 2003
Research Talmudic Studies
Meor Yizchok Rabbi Waschman 1998 — 2001
Research Talmudic Studies
Sandler Training
Certification of Sales Professional, Bronze Level
John DeSantis ChFC John DeSantis ChFC's MassMutual Financial Group Experience March 1980 - February 1996
Job Branch Manager, LPL Financial
Industry Investment Management
Experience
LPL Financial March 1996 - Present
MassMutual Financial Group March 1980 - February 1996
Skills
Retirement Plan..., Investment Management
Education
The American College 1982 — 1986
Chartered Financial Consultant, Finance and Financial Management Services
West Virginia University 1976 — 1979
Master of Public Administration (MPA), Public Administration
Washington and Jefferson College 1973 — 1976
Bachelor of Arts (BA), Economics and Political Science
Madonna High School 1969 — 1973
HS Diploma
LPL Financial March 1996 - Present
MassMutual Financial Group March 1980 - February 1996
Skills
Retirement Plan..., Investment Management
Education
The American College 1982 — 1986
Chartered Financial Consultant, Finance and Financial Management Services
West Virginia University 1976 — 1979
Master of Public Administration (MPA), Public Administration
Washington and Jefferson College 1973 — 1976
Bachelor of Arts (BA), Economics and Political Science
Madonna High School 1969 — 1973
HS Diploma
Jared Egbert Jared Egbert's MassMutual Financial Group Experience February 2009 - September 2009
Job Student at The Commonwealth Medical College
Industry Medical Practice
Experience
The Church of Jesus Christ of Latter-day Saints April 2013 - July 2013
Jared's Lawn Care March 2008 - July 2013
Royal Bank of Scotland September 2010 - May 2011
Wells Fargo December 2009 - September 2010
MassMutual Financial Group February 2009 - September 2009
The Church of Jesus Christ of Latter-day Saints June 2006 - October 2007
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Finance, Accounting, Corporate Finance, Customer Service
Education
The Commonwealth Medical College 2014 — 2018
Doctor of Medicine (M.D.), Medicine
The Commonwealth Medical College 2013 — 2014
Master of Biomedical Sciences
University of Utah 2011 — 2012
Pre-Medicine/Pre-Medical Studies
University of Utah - David Eccles School of Business 2006 — 2009
Bachelor of Science (B.S.), Finance, Cum Laude
The Church of Jesus Christ of Latter-day Saints April 2013 - July 2013
Jared's Lawn Care March 2008 - July 2013
Royal Bank of Scotland September 2010 - May 2011
Wells Fargo December 2009 - September 2010
MassMutual Financial Group February 2009 - September 2009
The Church of Jesus Christ of Latter-day Saints June 2006 - October 2007
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Finance, Accounting, Corporate Finance, Customer Service
Education
The Commonwealth Medical College 2014 — 2018
Doctor of Medicine (M.D.), Medicine
The Commonwealth Medical College 2013 — 2014
Master of Biomedical Sciences
University of Utah 2011 — 2012
Pre-Medicine/Pre-Medical Studies
University of Utah - David Eccles School of Business 2006 — 2009
Bachelor of Science (B.S.), Finance, Cum Laude
Ron Griffith PMP, FLMI, ARA's MassMutual Financial Group Experience April 2007 - Present
Job Project manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group April 2007 - Present
The Hartford 2002 - 2007
Headway Technologies 2001 - 2002
Merrill Lynch Financial Services 1988 - 2001
Monarch life insurance 1986 - 1988
Skills
SDLC, Resource Management, Vendor Management, Project Portfolio..., Insurance, Test Management, Risk Management, Visio, Process Improvement, Project Management, Project Planning, MS Project, Management, Change Management, Testing, Data Warehousing, Requirements Analysis, Business Analysis, Requirements Gathering, Agile Methodologies, Quality Assurance, PMP, Business Requirements, Business Process..., PMO, Software Development, Strategy, Business Process, SharePoint, Software Project..., IT Strategy, Software Documentation, User Acceptance Testing, Oracle, Business Intelligence, Project Delivery, Systems Analysis, Program Management, Waterfall, Integration, Agile Project Management, Enterprise Architecture, IT Management, Data Modeling, Mainframe, Disaster Recovery, Solution Architecture, ITIL, Release Management, SOA
Education
Project Management Institute 2004 — 2004
Project Management Professional Designation, Project Management
The George Washington University 2002 — 2003
Master's Certificate in Project Management, Project Management
LOMA 2001 — 2002
Associate Reinsurance Administration (ARA), Reinsurance
LOMA 1995 — 2001
Fellow, Life Management Institute (FLMI) Designation, Insurance Management (Life and Health)
Additional Corporate Training 1981 — 1998
Certificates of completion, Management, leadership, technical
NASD 1995 — 1995
NASD Series 6 and 63, Finance, General
Computer Processing Institute 1979 — 1981
Computer Science, Computer Programming
MassMutual Financial Group April 2007 - Present
The Hartford 2002 - 2007
Headway Technologies 2001 - 2002
Merrill Lynch Financial Services 1988 - 2001
Monarch life insurance 1986 - 1988
Skills
SDLC, Resource Management, Vendor Management, Project Portfolio..., Insurance, Test Management, Risk Management, Visio, Process Improvement, Project Management, Project Planning, MS Project, Management, Change Management, Testing, Data Warehousing, Requirements Analysis, Business Analysis, Requirements Gathering, Agile Methodologies, Quality Assurance, PMP, Business Requirements, Business Process..., PMO, Software Development, Strategy, Business Process, SharePoint, Software Project..., IT Strategy, Software Documentation, User Acceptance Testing, Oracle, Business Intelligence, Project Delivery, Systems Analysis, Program Management, Waterfall, Integration, Agile Project Management, Enterprise Architecture, IT Management, Data Modeling, Mainframe, Disaster Recovery, Solution Architecture, ITIL, Release Management, SOA
Education
Project Management Institute 2004 — 2004
Project Management Professional Designation, Project Management
The George Washington University 2002 — 2003
Master's Certificate in Project Management, Project Management
LOMA 2001 — 2002
Associate Reinsurance Administration (ARA), Reinsurance
LOMA 1995 — 2001
Fellow, Life Management Institute (FLMI) Designation, Insurance Management (Life and Health)
Additional Corporate Training 1981 — 1998
Certificates of completion, Management, leadership, technical
NASD 1995 — 1995
NASD Series 6 and 63, Finance, General
Computer Processing Institute 1979 — 1981
Computer Science, Computer Programming
Christopher Mullen Christopher Mullen's MassMutual Financial Group Experience May 2013 - September 2013
Job Sales Associate at Sewell Infiniti Fort Worth
Industry Financial Services
Experience
Sewell Automotive Companies October 2013 - Present
MassMutual Financial Group May 2013 - September 2013
CBS Radio March 2011 - September 2013
University Directories May 2012 - August 2012
SurfRay A/S August 2009 - December 2009
Skills
Strategic Planning, Sales, Networking, Marketing, Public Relations, Social Media Marketing, Event Planning, Public Speaking, Strategic Communications, Marketing Strategy, Advertising, Time Management, Sponsorship, Life Insurance, Term Life Insurance, Account Management, Retirement Planning, Wealth Management, Disability Insurance, Cold Calling, Social Networking, Social Media, Building Relationships, New Business Development, Trade Shows, Radio
Education
Texas Christian University 2008 — 2013
General Studies-Strategic Communications Emphasis, General Business Minor
Frisco High School 2004 — 2008
Sewell Automotive Companies October 2013 - Present
MassMutual Financial Group May 2013 - September 2013
CBS Radio March 2011 - September 2013
University Directories May 2012 - August 2012
SurfRay A/S August 2009 - December 2009
Skills
Strategic Planning, Sales, Networking, Marketing, Public Relations, Social Media Marketing, Event Planning, Public Speaking, Strategic Communications, Marketing Strategy, Advertising, Time Management, Sponsorship, Life Insurance, Term Life Insurance, Account Management, Retirement Planning, Wealth Management, Disability Insurance, Cold Calling, Social Networking, Social Media, Building Relationships, New Business Development, Trade Shows, Radio
Education
Texas Christian University 2008 — 2013
General Studies-Strategic Communications Emphasis, General Business Minor
Frisco High School 2004 — 2008
Kenneth Biederman Kenneth Biederman's MassMutual Financial Group Experience September 2012 - Present
Job Investment Advisor Representative at MML Investors Services
Industry Financial Services
Experience
MML Investors Services June 2014 - Present
MassMutual Financial Group September 2012 - Present
Allstate Financial June 2001 - September 2012
Wells Fargo January 1997 - June 2001
Skills
Retirement funding, Licensed Life Insurance..., Long Term Care Insurance, Disability Insurance, Investments, Retirement Planning, I offer total financial..., Finance
Education
National Association of Insurance and Financial Advisors 2013 — 2014
Leadership in Life Institute
The American College 1990 — 1993
Master of Science (MS), Financial Services
University of Iowa 1968 — 1972
Bachelor of Science (BS), Biology, General
MML Investors Services June 2014 - Present
MassMutual Financial Group September 2012 - Present
Allstate Financial June 2001 - September 2012
Wells Fargo January 1997 - June 2001
Skills
Retirement funding, Licensed Life Insurance..., Long Term Care Insurance, Disability Insurance, Investments, Retirement Planning, I offer total financial..., Finance
Education
National Association of Insurance and Financial Advisors 2013 — 2014
Leadership in Life Institute
The American College 1990 — 1993
Master of Science (MS), Financial Services
University of Iowa 1968 — 1972
Bachelor of Science (BS), Biology, General
ralph streete ralph streete's MassMutual Financial Group Experience January 2004 - October 2006
Job executive chef at spoleto restaurant fun dining inc
Industry Food & Beverages
Experience
spoleto restaurant fun dining inc October 2006 - Present
MassMutual Financial Group January 2004 - October 2006
THE YANKEE PEDDLER INN August 1999 - June 2004
Skills
Every culinary skils...
Education
Culinary Institute of America 1988 — 1990
Bachelor's degree, General Studies
hartford TECK 1979 — 1983
spoleto restaurant fun dining inc October 2006 - Present
MassMutual Financial Group January 2004 - October 2006
THE YANKEE PEDDLER INN August 1999 - June 2004
Skills
Every culinary skils...
Education
Culinary Institute of America 1988 — 1990
Bachelor's degree, General Studies
hartford TECK 1979 — 1983
Mary Harris Mary Harris's MassMutual Financial Group Experience 2006 - 2007
Job Financial Advisor at FullCircle Wealth
Industry Financial Services
Experience
FullCircle Wealth January 2015 - Present
BBVA Compass Investment Solutions June 2013 - January 2015
AXA Equitable November 2011 - April 2013
ING October 2007 - December 2010
MassMutual Financial Group 2006 - 2007
Lincoln Financial Distributors November 2003 - May 2006
Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Series 6, Retirement Planning, Series 65, Retirement, Variable Annuities, Securities, Investments, Asset Allocation, Insurance, Strategic Financial..., Wealth Management, Life Insurance
Education
University of North Texas 2000 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Texas Tech University 1997 — 1999
Naaman Forest High School
Naaman Forest High School
FullCircle Wealth January 2015 - Present
BBVA Compass Investment Solutions June 2013 - January 2015
AXA Equitable November 2011 - April 2013
ING October 2007 - December 2010
MassMutual Financial Group 2006 - 2007
Lincoln Financial Distributors November 2003 - May 2006
Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Series 6, Retirement Planning, Series 65, Retirement, Variable Annuities, Securities, Investments, Asset Allocation, Insurance, Strategic Financial..., Wealth Management, Life Insurance
Education
University of North Texas 2000 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Texas Tech University 1997 — 1999
Naaman Forest High School
Naaman Forest High School
Max T. Ray, CLU, RFC Max T. Ray, CLU, RFC's MassMutual Financial Group Experience October 1987 - November 2002
Job Financial Advisor at AIG Financial Network
Industry Financial Services
Experience
AIG Financial Network September 2015 - Present
Family Business Associates LLC November 2002 - Present
UAB Professional Advisory Council December 2013 - Present
Birmingham Venture Club 1990 - Present
Alabama Alpha House Corporation, Phi Kappa Psi November 1980 - 2015
EverBank Mortgage January 2005 - December 2008
Meadowbrook Homeowners Association 1995 - 2007
MassMutual Financial Group October 1987 - November 2002
Southeastern Financial Group, LLC January 1997 - December 2000
Magic City Children's Opera Company 1990 - 1997
Skills
Estate Planning, Investments, Financial Advisory, Insurance, Portfolio Management, Wealth, Retirement, Retirement Planning, Public Speaking, Small Business, Business Planning, Employee Benefits, Wealth Management, 401k, Investment Advisory, Asset Allocation, Mutual Funds, Securities, Tax, Asset Management, Asset Protection, Trusts, Disability Insurance, Investment Strategies, Management Consulting, Cash Flow, Business Valuation, Alternative Investments, Term Life Insurance, Risk Management, Equities, Wealth Accumulation, Succession Planning, Financial Planning, Long Term Care, Financial Analysis, Entrepreneur, Series 7, Retirement Income..., High Net Worth..., Charitable Giving, Wealth Preservation, Compliance, Annuities, Budgeting, IRA's, Insurance Planning, Executive Compensation, Planning, Wealth Transfer
Education
The American College 1989 — 1995
Chartered Life Underwriter (CLU), Estate, Income & Tax planning
The American College 1993 — 1993
Family Business Specialist, Business Succession, Estate & Income Tax Planning, Certification
University of Alabama 1979 — 1983
BA, BA-Communications, Minor-Fuels & Mineral Engineering
Baylor Prep School, Chattanooga TN 1977 — 1979
Diploma, General Education, Diploma
Bishop's College School "BCS" 1974 — 1976
AIG Financial Network September 2015 - Present
Family Business Associates LLC November 2002 - Present
UAB Professional Advisory Council December 2013 - Present
Birmingham Venture Club 1990 - Present
Alabama Alpha House Corporation, Phi Kappa Psi November 1980 - 2015
EverBank Mortgage January 2005 - December 2008
Meadowbrook Homeowners Association 1995 - 2007
MassMutual Financial Group October 1987 - November 2002
Southeastern Financial Group, LLC January 1997 - December 2000
Magic City Children's Opera Company 1990 - 1997
Skills
Estate Planning, Investments, Financial Advisory, Insurance, Portfolio Management, Wealth, Retirement, Retirement Planning, Public Speaking, Small Business, Business Planning, Employee Benefits, Wealth Management, 401k, Investment Advisory, Asset Allocation, Mutual Funds, Securities, Tax, Asset Management, Asset Protection, Trusts, Disability Insurance, Investment Strategies, Management Consulting, Cash Flow, Business Valuation, Alternative Investments, Term Life Insurance, Risk Management, Equities, Wealth Accumulation, Succession Planning, Financial Planning, Long Term Care, Financial Analysis, Entrepreneur, Series 7, Retirement Income..., High Net Worth..., Charitable Giving, Wealth Preservation, Compliance, Annuities, Budgeting, IRA's, Insurance Planning, Executive Compensation, Planning, Wealth Transfer
Education
The American College 1989 — 1995
Chartered Life Underwriter (CLU), Estate, Income & Tax planning
The American College 1993 — 1993
Family Business Specialist, Business Succession, Estate & Income Tax Planning, Certification
University of Alabama 1979 — 1983
BA, BA-Communications, Minor-Fuels & Mineral Engineering
Baylor Prep School, Chattanooga TN 1977 — 1979
Diploma, General Education, Diploma
Bishop's College School "BCS" 1974 — 1976
Raul Alfaro Raul Alfaro's MassMutual Financial Group Experience December 2009 - December 2010
Job Freelance Law Clerk
Industry Law Practice
Experience
Ortiz & Ortiz Law Office, PSC June 2014 - Present
Lcdo. Gilberto Alfaro Berrios March 2013 - Present
2014 Brown-Mosten International Client Consultation Competition April 2014 - April 2014
Mercado, Soto, Ronda, Amundaray & Pascual PSC May 2012 - December 2012
Legal Aid of NorthWest Texas 2011 - 2011
MassMutual Financial Group December 2009 - December 2010
Oriental Financial Group December 2003 - November 2009
Skills
Insurance, Direct Sales, Strategic Planning, Sales Management, Spanish, Marketing, Customer Service, Banking, Leadership, Courts, Financial Analysis, Legal Research, Trials, Retirement Planning, IRAs, Variable Annuities, Negotiation, Finance, Mutual Funds, Credit
Education
Interamerican University of Puerto Rico - School of Law 2009 — 2013
Juris Doctor (J.D.)
Texas Tech University School of Law 2010 — 2011
Visiting Student (Law)
University of Phoenix 2003 — 2006
Bachelor of Science (B.S.), Business Administration - Marketing
Colegio San Jose
High School Diplomma
Ortiz & Ortiz Law Office, PSC June 2014 - Present
Lcdo. Gilberto Alfaro Berrios March 2013 - Present
2014 Brown-Mosten International Client Consultation Competition April 2014 - April 2014
Mercado, Soto, Ronda, Amundaray & Pascual PSC May 2012 - December 2012
Legal Aid of NorthWest Texas 2011 - 2011
MassMutual Financial Group December 2009 - December 2010
Oriental Financial Group December 2003 - November 2009
Skills
Insurance, Direct Sales, Strategic Planning, Sales Management, Spanish, Marketing, Customer Service, Banking, Leadership, Courts, Financial Analysis, Legal Research, Trials, Retirement Planning, IRAs, Variable Annuities, Negotiation, Finance, Mutual Funds, Credit
Education
Interamerican University of Puerto Rico - School of Law 2009 — 2013
Juris Doctor (J.D.)
Texas Tech University School of Law 2010 — 2011
Visiting Student (Law)
University of Phoenix 2003 — 2006
Bachelor of Science (B.S.), Business Administration - Marketing
Colegio San Jose
High School Diplomma
Demisha Wright Demisha Wright's MassMutual Financial Group Experience September 2011 - March 2012
Job Consumer Relations
Industry Consumer Services
Experience
Blakeman Transportation March 2015 - Present
Bank of America January 2014 - March 2014
CO-OP Financial Services October 2012 - January 2014
MassMutual Financial Group September 2011 - March 2012
AT&T June 2006 - June 2011
Skills
Sales, Call Centers, Customer Service, Customer Retention, Customer Experience, Account Management, Customer Satisfaction, Sales Operations, Direct Sales, Telecommunications, Team Building, Microsoft Excel, New Business Development, Microsoft Office, Retail, Outlook, PowerPoint, Banking, Microsoft Word, Team Leadership, Solution Selling, Marketing Communications, Sales Process
Education
Texas Southern University 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Blakeman Transportation March 2015 - Present
Bank of America January 2014 - March 2014
CO-OP Financial Services October 2012 - January 2014
MassMutual Financial Group September 2011 - March 2012
AT&T June 2006 - June 2011
Skills
Sales, Call Centers, Customer Service, Customer Retention, Customer Experience, Account Management, Customer Satisfaction, Sales Operations, Direct Sales, Telecommunications, Team Building, Microsoft Excel, New Business Development, Microsoft Office, Retail, Outlook, PowerPoint, Banking, Microsoft Word, Team Leadership, Solution Selling, Marketing Communications, Sales Process
Education
Texas Southern University 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Murray Kaftan, CLU, ChFC, CLTC Murray Kaftan, CLU, ChFC, CLTC's MassMutual Financial Group Experience 1989 - 1998
Job President / Operator at Kaftan and Associates
Industry Financial Services
Experience
Kaftan and Associates August 1972 - Present
MassMutual Financial Group 1989 - 1998
Skills
Retirement, Insurance, Investments, Financial Planning, Retirement Planning, Annuities, Disability Insurance, Negotiation, Strategic Planning, Coaching, Planning, PowerPoint, Writing, Compliance, Team Building, Performance Management, Public Speaking, Investment Products, Estate Planning, Long Term Care, Long-term Care, Fixed Annuities, Series 63, Series 7, Employee Benefits
Education
The American College 1977 — 1979
Chartered Financial Consultant, Investments and Financial Planning
The American College 1976 — 1977
Chartered Life Underwriter, Insurance and Estate Planning
Boston University 1968 — 1972
BA, Psychology
Kaftan and Associates August 1972 - Present
MassMutual Financial Group 1989 - 1998
Skills
Retirement, Insurance, Investments, Financial Planning, Retirement Planning, Annuities, Disability Insurance, Negotiation, Strategic Planning, Coaching, Planning, PowerPoint, Writing, Compliance, Team Building, Performance Management, Public Speaking, Investment Products, Estate Planning, Long Term Care, Long-term Care, Fixed Annuities, Series 63, Series 7, Employee Benefits
Education
The American College 1977 — 1979
Chartered Financial Consultant, Investments and Financial Planning
The American College 1976 — 1977
Chartered Life Underwriter, Insurance and Estate Planning
Boston University 1968 — 1972
BA, Psychology
Patrick Walsh's MassMutual Financial Group Experience June 2008 - May 2009
Job CEO at Annexa Inc.
Industry Information Technology and Services
Experience
Annexa Inc. January 2014 - Present
NSS RPO July 2012 - January 2014
Optimal Solutions & Technologies (OST, INC) June 2010 - July 2012
MORI Associates October 2009 - June 2010
Robert Half International corporate office June 2009 - September 2009
MassMutual Financial Group June 2008 - May 2009
Skills
Recruiting, Benefits Negotiation, Screening, Technical Recruiting, Applicant Tracking..., Background Checks, Talent Acquisition, Internet Recruiting, Contract Recruitment, Sourcing, College Recruiting, CRM, Human Resources, HRIS, Screening Resumes, Talent Management, Interviews, Staffing Services, Resume Writing, Job Fairs, Temporary Placement, SDLC, Staff Augmentation, Vendor Management, Onboarding, IT Recruitment, Permanent Placement, Management, PeopleSoft, Executive Search, Performance Management, Personnel Management, Employee Relations, Employee Benefits, Resource Management
Education
University of Maryland College Park 2006 — 2008
MA
The Catholic University of America 2002 — 2006
B.A, Psychology
Annexa Inc. January 2014 - Present
NSS RPO July 2012 - January 2014
Optimal Solutions & Technologies (OST, INC) June 2010 - July 2012
MORI Associates October 2009 - June 2010
Robert Half International corporate office June 2009 - September 2009
MassMutual Financial Group June 2008 - May 2009
Skills
Recruiting, Benefits Negotiation, Screening, Technical Recruiting, Applicant Tracking..., Background Checks, Talent Acquisition, Internet Recruiting, Contract Recruitment, Sourcing, College Recruiting, CRM, Human Resources, HRIS, Screening Resumes, Talent Management, Interviews, Staffing Services, Resume Writing, Job Fairs, Temporary Placement, SDLC, Staff Augmentation, Vendor Management, Onboarding, IT Recruitment, Permanent Placement, Management, PeopleSoft, Executive Search, Performance Management, Personnel Management, Employee Relations, Employee Benefits, Resource Management
Education
University of Maryland College Park 2006 — 2008
MA
The Catholic University of America 2002 — 2006
B.A, Psychology
Priscilla Huddleston Priscilla Huddleston's MassMutual Financial Group Experience May 2015 - Present
Job Recruiter at MassMutual Financial Group
Industry Staffing and Recruiting
Experience
MassMutual Financial Group May 2015 - Present
Texas Tech University - College of Human Sciences March 2010 - May 2015
Education
Texas Tech University - Rawls College of Business 2000 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Littefield High School 1996 — 1999
MassMutual Financial Group May 2015 - Present
Texas Tech University - College of Human Sciences March 2010 - May 2015
Education
Texas Tech University - Rawls College of Business 2000 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Littefield High School 1996 — 1999
Gary Grewal's MassMutual Financial Group Experience October 2010 - April 2014
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade April 2014 - Present
MassMutual Financial Group October 2010 - April 2014
Rocklin Unified School District March 2010 - November 2011
Best Buy Stores, Inc July 2008 - January 2009
Nicky Hakimi Periodontics and Dental Implants, Inc July 2008 - September 2008
Circuit City Stores July 2007 - January 2008
Skills
Disability Insurance, Retirement, Fixed Annuities, Insurance, Life Insurance, Long-term Care, Long Term Care Insurance, Series 7, Investments, Employee Benefits, Mutual Funds, Term Life Insurance, Series 63, Buy-sell Agreements, Series 65, Retirement Planning, Finance, Financial Planners, 401k, Strategic Financial..., Wealth Management, Series 6, Financial Advisory, Asset Allocation, Securities, Estate Planning, Investment Advisory, Financial Planning
Education
The American College 2012 — 2013
Master of Science (MS), Financial Planning and Services
UCLA 2008 — 2010
Bachelor of Science, Physiological Science
UC Davis 2006 — 2008
Exercise Physiology
Rocklin High School 2003 — 2006
Scottrade April 2014 - Present
MassMutual Financial Group October 2010 - April 2014
Rocklin Unified School District March 2010 - November 2011
Best Buy Stores, Inc July 2008 - January 2009
Nicky Hakimi Periodontics and Dental Implants, Inc July 2008 - September 2008
Circuit City Stores July 2007 - January 2008
Skills
Disability Insurance, Retirement, Fixed Annuities, Insurance, Life Insurance, Long-term Care, Long Term Care Insurance, Series 7, Investments, Employee Benefits, Mutual Funds, Term Life Insurance, Series 63, Buy-sell Agreements, Series 65, Retirement Planning, Finance, Financial Planners, 401k, Strategic Financial..., Wealth Management, Series 6, Financial Advisory, Asset Allocation, Securities, Estate Planning, Investment Advisory, Financial Planning
Education
The American College 2012 — 2013
Master of Science (MS), Financial Planning and Services
UCLA 2008 — 2010
Bachelor of Science, Physiological Science
UC Davis 2006 — 2008
Exercise Physiology
Rocklin High School 2003 — 2006
Steve Fiedler CLU, LUTCF's MassMutual Financial Group Experience September 2008 - August 2011
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
Allstate Financial Services, LLC September 2011 - March 2014
MassMutual Financial Group September 2008 - August 2011
Allstate Financial Services, LLC January 2001 - August 2008
Skills
Customer Service, Team Building, Employee Benefits, Series 6, 401k, Series 63, Business Planning, Series 7, Strategic Planning, IRAs, Series 24, Series 65, Life Insurance
Education
The American College 1994 — 1998
Chartered Life Underwriter (CLU), Insurance and Financial Services
The American College 1989 — 1991
LUTCF, Insurance and Financial Services
University of Wisconsin 1971 — 1975
Bachelor of Science (B.S.), Education
New York Life Insurance Company June 2014 - Present
Allstate Financial Services, LLC September 2011 - March 2014
MassMutual Financial Group September 2008 - August 2011
Allstate Financial Services, LLC January 2001 - August 2008
Skills
Customer Service, Team Building, Employee Benefits, Series 6, 401k, Series 63, Business Planning, Series 7, Strategic Planning, IRAs, Series 24, Series 65, Life Insurance
Education
The American College 1994 — 1998
Chartered Life Underwriter (CLU), Insurance and Financial Services
The American College 1989 — 1991
LUTCF, Insurance and Financial Services
University of Wisconsin 1971 — 1975
Bachelor of Science (B.S.), Education
George Canapi Jr's MassMutual Financial Group Experience 2010 - Present
Job IT Application Specialist
Industry Financial Services
Experience
MassMutual Financial Group 2010 - Present
MassMutual Financial Group 2010 - Present
JetBlue Airways October 2004 - November 2009
JetBlue Airways September 2002 - October 2004
Thomson Reuters January 2000 - September 2002
ILX Systems Inc August 1997 - March 2000
Skills
Quality Center, Software Quality..., White Box Testing, SDLC, Waterfall, Website Testing, SQL Server, VBScript, Release Management, IT Operations, Applications Support, BMC Remedy, Travel Technology, Online User Experience, Microsoft SQL Server, Agile Methodologies, CA Clarity, CA Service Desk, Incident Management, ITIL, Vendor Management, Technical Support, Requirements Gathering, Unix, Databases, Requirements Analysis, Test Automation, Visio, Testing, Test Planning, SQL, QTP
Education
The College of Westchester 1998 — 2001
3.33
MassMutual Financial Group 2010 - Present
MassMutual Financial Group 2010 - Present
JetBlue Airways October 2004 - November 2009
JetBlue Airways September 2002 - October 2004
Thomson Reuters January 2000 - September 2002
ILX Systems Inc August 1997 - March 2000
Skills
Quality Center, Software Quality..., White Box Testing, SDLC, Waterfall, Website Testing, SQL Server, VBScript, Release Management, IT Operations, Applications Support, BMC Remedy, Travel Technology, Online User Experience, Microsoft SQL Server, Agile Methodologies, CA Clarity, CA Service Desk, Incident Management, ITIL, Vendor Management, Technical Support, Requirements Gathering, Unix, Databases, Requirements Analysis, Test Automation, Visio, Testing, Test Planning, SQL, QTP
Education
The College of Westchester 1998 — 2001
3.33
Glenn Knight's MassMutual Financial Group Experience August 2006 - October 2007
Job Manager, Graduate Student Services, The Barney School of Business? The University of Hartford
Industry Education Management
Experience
The Barney School of Business, The University of Hartford June 2015 - Present
Emic View, LLC July 2012 - Present
The Hartford December 2010 - April 2013
The Hartford May 2010 - December 2010
The Hartford July 2008 - June 2010
The Hartford October 2007 - July 2008
MassMutual Financial Group August 2006 - October 2007
General Services June 2006 - July 2006
HNC Software Inc June 2000 - August 2001
Institute for Community Research April 1998 - May 2000
Skills
Program Management, Privacy Law, Business Strategy, Insurance, Team Building, Business Process..., Leadership, Cross-functional Team..., Strategy, Risk Management, Budgets, Analysis, Policy, Risk Assessment, Vendor Management, Management, Project Management, Government
Education
The George Washington University 2001 — 2003
MBA
University of Connecticut 1996 — 1999
BA, Anthropology
The Barney School of Business, The University of Hartford June 2015 - Present
Emic View, LLC July 2012 - Present
The Hartford December 2010 - April 2013
The Hartford May 2010 - December 2010
The Hartford July 2008 - June 2010
The Hartford October 2007 - July 2008
MassMutual Financial Group August 2006 - October 2007
General Services June 2006 - July 2006
HNC Software Inc June 2000 - August 2001
Institute for Community Research April 1998 - May 2000
Skills
Program Management, Privacy Law, Business Strategy, Insurance, Team Building, Business Process..., Leadership, Cross-functional Team..., Strategy, Risk Management, Budgets, Analysis, Policy, Risk Assessment, Vendor Management, Management, Project Management, Government
Education
The George Washington University 2001 — 2003
MBA
University of Connecticut 1996 — 1999
BA, Anthropology
Alnore Deen's MassMutual Financial Group Experience April 2012 - January 2013
Job Principal/Founder at Deen Associates
Industry Financial Services
Experience
Deen Associates May 2008 - Present
MassMutual Financial Group April 2012 - January 2013
MassMutual Financial Group January 2010 - April 2012
MetLife 2008 - 2009
Intel Corp September 1984 - January 2008
Level One Communications/Intel Corp 1999 - 2003
Skills
Business Planning, Organizational..., Strategic Leadership, Performance Improvement, Personal Development, Performance Management, Cost, Margins, Inventory, Needs Analysis, Business Succession, Estate Planning, Asset Allocation, Small Business..., 401K & Income..., Family Business..., Insurance Strategies..., Quality Systems, Customer Relations, Customer Experience, Program Management, Family Business, Strategic Financial..., Management, Succession Planning, Risk Management, Customer Service, Finance, Strategic Planning, Retirement, Disability Insurance, Business Development, Insurance, Sales, Life Insurance, Leadership, Securities, Marketing, Long-term Care, Change Management
Education
The American College 2011 — 2011
Master of Science (MSFS), Financial Services (Investments, Estate Planning, Business Succession, Taxation)
The American College 2010 — 2011
CFBS, Certified Family Business Specialist
Insitute of Chartered Management Accountants (England) 1977 — 1982
FCMA, Cost, Managerial & Financial Accountancy
Croydon College United Kingdom 1973 — 1977
Business, Accounting & Economics
Deen Associates May 2008 - Present
MassMutual Financial Group April 2012 - January 2013
MassMutual Financial Group January 2010 - April 2012
MetLife 2008 - 2009
Intel Corp September 1984 - January 2008
Level One Communications/Intel Corp 1999 - 2003
Skills
Business Planning, Organizational..., Strategic Leadership, Performance Improvement, Personal Development, Performance Management, Cost, Margins, Inventory, Needs Analysis, Business Succession, Estate Planning, Asset Allocation, Small Business..., 401K & Income..., Family Business..., Insurance Strategies..., Quality Systems, Customer Relations, Customer Experience, Program Management, Family Business, Strategic Financial..., Management, Succession Planning, Risk Management, Customer Service, Finance, Strategic Planning, Retirement, Disability Insurance, Business Development, Insurance, Sales, Life Insurance, Leadership, Securities, Marketing, Long-term Care, Change Management
Education
The American College 2011 — 2011
Master of Science (MSFS), Financial Services (Investments, Estate Planning, Business Succession, Taxation)
The American College 2010 — 2011
CFBS, Certified Family Business Specialist
Insitute of Chartered Management Accountants (England) 1977 — 1982
FCMA, Cost, Managerial & Financial Accountancy
Croydon College United Kingdom 1973 — 1977
Business, Accounting & Economics
Larry Halvorson ChFC, CLU, AEP's MassMutual Financial Group Experience December 2005 - January 2008
Job Wealth Advisor at Key Private Bank
Industry Financial Services
Experience
Key Private Bank April 2014 - Present
Nexus Wealth Management, Inc. January 2008 - March 2014
Nexus Wealth Management, Inc. January 2008 - March 2014
MassMutual Financial Group December 2005 - January 2008
Skills
Business Continuation..., Buy-Sell Review, Executive Benefits..., Financial Needs Analysis, Informal Business..., Key Person Insurance, Mutual Funds, Long Term Care Insurance, Tax-Deferred Savings, Term Life Insurance, Wealth Accumulation, Disability Income..., Estate Planning, 401 (k), SEP & Simple..., Series 6, 7, 63,..., Strategic Financial..., Financial Research, Life Insurance, Strategic Planning, Finance, Disability Insurance, Business Continuity..., Wealth Management, Insurance, Fixed Annuities, Business Planning, Retirement Planning, Marketing, Investments, Leadership, Financial Analysis, Public Speaking, Marketing Strategy, Loans
Education
The American College 1979 — 1983
Chartered Life Underwriter, Chartered Financial Consultant, Insurance and Financial Services
University of Idaho 1970 — 1975
BS Business, Accounting
Key Private Bank April 2014 - Present
Nexus Wealth Management, Inc. January 2008 - March 2014
Nexus Wealth Management, Inc. January 2008 - March 2014
MassMutual Financial Group December 2005 - January 2008
Skills
Business Continuation..., Buy-Sell Review, Executive Benefits..., Financial Needs Analysis, Informal Business..., Key Person Insurance, Mutual Funds, Long Term Care Insurance, Tax-Deferred Savings, Term Life Insurance, Wealth Accumulation, Disability Income..., Estate Planning, 401 (k), SEP & Simple..., Series 6, 7, 63,..., Strategic Financial..., Financial Research, Life Insurance, Strategic Planning, Finance, Disability Insurance, Business Continuity..., Wealth Management, Insurance, Fixed Annuities, Business Planning, Retirement Planning, Marketing, Investments, Leadership, Financial Analysis, Public Speaking, Marketing Strategy, Loans
Education
The American College 1979 — 1983
Chartered Life Underwriter, Chartered Financial Consultant, Insurance and Financial Services
University of Idaho 1970 — 1975
BS Business, Accounting
David Crevier's MassMutual Financial Group Experience 1995 - 1996
Job Partner at Crevier & Ryan, LLP
Industry Legal Services
Experience
Crevier & Ryan, LLP 1996 - Present
MassMutual Financial Group 1995 - 1996
Hill & Barlow 1991 - 1994
The Honorable Norman P. Ramsey, USDC-MD 1990 - 1991
Covington & Burling 1989 - 1989
United States Senate Judiciary Committee 1989 - 1989
Skills
Litigation, Commercial Litigation, Negotiation, Civil Litigation, Trials, Legal Research, Mergers & Acquisitions, Dispute, Mediation, Appeals, Mergers
Education
The George Washington University Law School 1987 — 1990
JD
University of Massachusetts, Amherst 1982 — 1986
BBA, Accounting
West Springfield High
Crevier & Ryan, LLP 1996 - Present
MassMutual Financial Group 1995 - 1996
Hill & Barlow 1991 - 1994
The Honorable Norman P. Ramsey, USDC-MD 1990 - 1991
Covington & Burling 1989 - 1989
United States Senate Judiciary Committee 1989 - 1989
Skills
Litigation, Commercial Litigation, Negotiation, Civil Litigation, Trials, Legal Research, Mergers & Acquisitions, Dispute, Mediation, Appeals, Mergers
Education
The George Washington University Law School 1987 — 1990
JD
University of Massachusetts, Amherst 1982 — 1986
BBA, Accounting
West Springfield High
Claudia Quinlan's MassMutual Financial Group Experience January 2013 - Present
Job Regional Sales Consultant at Mass Mutual
Industry Insurance
Experience
MassMutual Financial Group January 2013 - Present
Hartford Life Insurance July 2006 - January 2013
Massachusetts Mutual January 2005 - July 2006
Hartford Life Insurance November 2003 - January 2005
Hartford Life Insurance August 2001 - November 2003
Hartford Life Insurance April 2000 - August 2001
Hartford Life Insurance August 1999 - April 2000
James Bowie Elementary August 1997 - August 1999
Booker T. Washington Elementary August 1996 - August 1997
Skills
Series 6, Series 63, Insurance, Investments, 401k, Sales, New Business Development, Relationship Management, Management, Retirement, Financial Services
Education
Texas State University-San Marcos 1991 — 1995
Bachelor of Science (B.S.), Interdisplinary studies
MassMutual Financial Group January 2013 - Present
Hartford Life Insurance July 2006 - January 2013
Massachusetts Mutual January 2005 - July 2006
Hartford Life Insurance November 2003 - January 2005
Hartford Life Insurance August 2001 - November 2003
Hartford Life Insurance April 2000 - August 2001
Hartford Life Insurance August 1999 - April 2000
James Bowie Elementary August 1997 - August 1999
Booker T. Washington Elementary August 1996 - August 1997
Skills
Series 6, Series 63, Insurance, Investments, 401k, Sales, New Business Development, Relationship Management, Management, Retirement, Financial Services
Education
Texas State University-San Marcos 1991 — 1995
Bachelor of Science (B.S.), Interdisplinary studies
Chris Pommerening's MassMutual Financial Group Experience 2005 - 2009
Job Portfolio Manager at PMCThe Property Management Company
Industry Real Estate
Experience
PMC-The Property Management Company March 2015 - Present
Cliff Lede Vineyards 2012 - 2013
Tonnellerie O 2011 - 2012
Pine Ridge Vineyards 2009 - 2011
MassMutual Financial Group 2005 - 2009
Tri-Valley Insurance 2005 - 2006
The Culinary Institute of America 2004 - 2005
The Urban Gardner 1995 - 2002
A. R. McKee Real Estate & Investments 1988 - 2002
Education
The Culinary Institute of America 2002 — 2004
Associate of Culinary Arts
Texas Tech University 1984 — 1988
Bachelor of Business Administration (BBA)
PMC-The Property Management Company March 2015 - Present
Cliff Lede Vineyards 2012 - 2013
Tonnellerie O 2011 - 2012
Pine Ridge Vineyards 2009 - 2011
MassMutual Financial Group 2005 - 2009
Tri-Valley Insurance 2005 - 2006
The Culinary Institute of America 2004 - 2005
The Urban Gardner 1995 - 2002
A. R. McKee Real Estate & Investments 1988 - 2002
Education
The Culinary Institute of America 2002 — 2004
Associate of Culinary Arts
Texas Tech University 1984 — 1988
Bachelor of Business Administration (BBA)
Hershel Meriwether's MassMutual Financial Group Experience November 1989 - Present
Job Financial Advisor, MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 1989 - Present
Education
The University of Texas at Austin 1975 — 1977
Master of Science (M.S.)
Texas Tech University 1969 — 1973
Bachelor of Arts (B.A.), Sociology
MassMutual Financial Group November 1989 - Present
Education
The University of Texas at Austin 1975 — 1977
Master of Science (M.S.)
Texas Tech University 1969 — 1973
Bachelor of Arts (B.A.), Sociology
Jeremy Sassanella CLU's MassMutual Financial Group Experience September 2012 - Present
Job Financial Representative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 2012 - Present
Northwestern Mutual Indiana-Downtown Indianapolis 2001 - September 2012
Detroit Tigers June 1997 - March 2000
Skills
Disability Insurance, Investments, Life Insurance, Coaching, Retirement, Recruiting, Strategic Financial..., Securities, Access, Strategic Planning
Education
The American College 2005 — 2011
Chartered Life Underwriter, Financial Planning and Services
Indiana Purdue University Ft. Wayne 2002 — 2004
Education
Dekalb High School
MassMutual Financial Group September 2012 - Present
Northwestern Mutual Indiana-Downtown Indianapolis 2001 - September 2012
Detroit Tigers June 1997 - March 2000
Skills
Disability Insurance, Investments, Life Insurance, Coaching, Retirement, Recruiting, Strategic Financial..., Securities, Access, Strategic Planning
Education
The American College 2005 — 2011
Chartered Life Underwriter, Financial Planning and Services
Indiana Purdue University Ft. Wayne 2002 — 2004
Education
Dekalb High School
Russell Pittman's MassMutual Financial Group Experience April 1987 - October 1988
Job Loan Officer at American Advisors Group, Inc.
Industry Semiconductors
Experience
American Advisors Group, Inc. (AAG Reverse Mortgage) August 2015 - Present
Classic Components June 2015 - July 2015
AREA51 March 2014 - May 2015
SOHOpreneur October 2012 - October 2013
America II Electronics September 2003 - September 2012
GE Capital May 2001 - April 2002
United States Navy August 1999 - May 2001
Humana Inc. October 1990 - September 1995
Principal Financial Group October 1988 - October 1990
MassMutual Financial Group April 1987 - October 1988
Skills
B2B, Electronics, Sales, Sales Management, Sales Operations, Semiconductors, Supply Chain, Supplier Negotiation, Purchasing, Business Analysis, Account Management, Direct Sales, International Sales, Pricing, Product Development, Prospection, Team Building, Technical Writing, Proofreading, Medicare
Education
University of Florida, Graduate School 1983 — 1986
Grad School, Department of Pharmacy Health Care Administration, College of Pharmacy, Interdisciplinary Research Student
University of Florida 1982 — 1983
Bachelor of Science (B.S.), Physiological Psychology, 3.67 GPA; Dean's Lists. Graduated one wk before age 19, August 6, 1983.
The Citadel 1980 — 1981
Freshman Knob Plebe, Navy & Marine ROTC. Elite Militia Training at last all-male college in U.S., Regimental Commander Bowl Award winning team member, Echo Co., Class of 1984.
American Advisors Group, Inc. (AAG Reverse Mortgage) August 2015 - Present
Classic Components June 2015 - July 2015
AREA51 March 2014 - May 2015
SOHOpreneur October 2012 - October 2013
America II Electronics September 2003 - September 2012
GE Capital May 2001 - April 2002
United States Navy August 1999 - May 2001
Humana Inc. October 1990 - September 1995
Principal Financial Group October 1988 - October 1990
MassMutual Financial Group April 1987 - October 1988
Skills
B2B, Electronics, Sales, Sales Management, Sales Operations, Semiconductors, Supply Chain, Supplier Negotiation, Purchasing, Business Analysis, Account Management, Direct Sales, International Sales, Pricing, Product Development, Prospection, Team Building, Technical Writing, Proofreading, Medicare
Education
University of Florida, Graduate School 1983 — 1986
Grad School, Department of Pharmacy Health Care Administration, College of Pharmacy, Interdisciplinary Research Student
University of Florida 1982 — 1983
Bachelor of Science (B.S.), Physiological Psychology, 3.67 GPA; Dean's Lists. Graduated one wk before age 19, August 6, 1983.
The Citadel 1980 — 1981
Freshman Knob Plebe, Navy & Marine ROTC. Elite Militia Training at last all-male college in U.S., Regimental Commander Bowl Award winning team member, Echo Co., Class of 1984.
Michelle DiPippo's MassMutual Financial Group Experience 2006 - 2008
Job Owner, MTD Strategies, Inc
Industry Management Consulting
Experience
MTD Strategies, Inc Management ConsultantMassMutual Financial Group2006 - 2008
MassMutual Financial Group 2006 - 2008
Cigna 1994 - 1996
Education
The George Washington University - School of Business 1983 — 1985
MBA, Finance and Investments
The George Washington University 1979 — 1983
BA, Economics and History
MTD Strategies, Inc Management ConsultantMassMutual Financial Group2006 - 2008
MassMutual Financial Group 2006 - 2008
Cigna 1994 - 1996
Education
The George Washington University - School of Business 1983 — 1985
MBA, Finance and Investments
The George Washington University 1979 — 1983
BA, Economics and History
Tom Zumbruski, CLU, ChFC's MassMutual Financial Group Experience November 2009 - Present
Job National Sales Consultant at MassMutual
Industry Insurance
Experience
MassMutual Financial Group November 2009 - Present
MassMutual Financial Group December 2007 - November 2009
MassMutual Financial Group January 2002 - December 2007
Skills
Fixed Annuities, Mutual Funds, Life Insurance, Series 7, Long-term Care, Financial Services, Retirement, Disability Insurance, Financial Planning, Insurance, Retirement Planning, Sales, Financial Advisory
Education
The American College 2009 — 2010
CLU, ChFC, Insurance and Financial Planning
University of Massachusetts, Amherst 1989 — 1993
BA, Economics
MassMutual Financial Group November 2009 - Present
MassMutual Financial Group December 2007 - November 2009
MassMutual Financial Group January 2002 - December 2007
Skills
Fixed Annuities, Mutual Funds, Life Insurance, Series 7, Long-term Care, Financial Services, Retirement, Disability Insurance, Financial Planning, Insurance, Retirement Planning, Sales, Financial Advisory
Education
The American College 2009 — 2010
CLU, ChFC, Insurance and Financial Planning
University of Massachusetts, Amherst 1989 — 1993
BA, Economics
William Zoffinger , CFBS ,'s MassMutual Financial Group Experience February 2011 - February 2013
Job Certified Family Business Specialist at Mass Mutual
Industry Financial Services
Experience
Mass Mutual November 2011 - Present
MassMutual May 2008 - Present
MassMutual Financial Group February 2011 - February 2013
Zoffinger Properties January 2006 - May 2008
Ameriquest Mortgage March 2003 - September 2005
MBCF 2004 - 2005
Skills
Tax, Wealth, Employee Benefits, Retirement, Long-term Care, Retirement Planning, Fixed Annuities, Financial Planners, 401k, Mortgage Lending, Financial Advisory, Pensions, Disability Insurance, Life Insurance, IRAs, Term Life Insurance, Finance, Estate Planning, Securities, Insurance, Series 6, Long Term Care Insurance, Mutual Funds, Strategic Financial..., Financial Planning
Education
The American College 2011 — 2011
CFBS, Financial Services
Barry University 1999 — 2003
Bachelor's degree, Business
Christopher Columbus High School 1996 — 1999
Mass Mutual November 2011 - Present
MassMutual May 2008 - Present
MassMutual Financial Group February 2011 - February 2013
Zoffinger Properties January 2006 - May 2008
Ameriquest Mortgage March 2003 - September 2005
MBCF 2004 - 2005
Skills
Tax, Wealth, Employee Benefits, Retirement, Long-term Care, Retirement Planning, Fixed Annuities, Financial Planners, 401k, Mortgage Lending, Financial Advisory, Pensions, Disability Insurance, Life Insurance, IRAs, Term Life Insurance, Finance, Estate Planning, Securities, Insurance, Series 6, Long Term Care Insurance, Mutual Funds, Strategic Financial..., Financial Planning
Education
The American College 2011 — 2011
CFBS, Financial Services
Barry University 1999 — 2003
Bachelor's degree, Business
Christopher Columbus High School 1996 — 1999
J Vaclav's MassMutual Financial Group Experience June 2015 - Present
Job Financial Representative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group June 2015 - Present
Northwestern Mutual 2008 - Present
Education
Texas State University-San Marcos 2000 — 2002
BA, English & History
MassMutual Financial Group June 2015 - Present
Northwestern Mutual 2008 - Present
Education
Texas State University-San Marcos 2000 — 2002
BA, English & History
Ben Joiner's MassMutual Financial Group Experience October 1991 - January 2007
Job External Wholesaler at Crump Life Insurance Services
Industry Financial Services
Experience
Crump Life Insurance Services January 2012 - Present
Nationwide Insurance March 2010 - December 2011
The Hartford Insurance Group January 2007 - August 2009
MassMutual Financial Group October 1991 - January 2007
Chubb Specialty Insurance Company August 2002 - January 2005
Skills
Strategic Financial..., Business Planning, Sales, Marketing, Budgets, Whole Life, Term Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Insurance, Universal Life, Life Insurance, Wealth Management, Retirement, Retirement Planning, Securities, Health Insurance, Series 7, Series 63, Series 24, Territory Development, Territory Management
Education
The American College 2004 — 2012
CLU, ChFC
University of Connecticut 1985 — 1990
BA, Economics
Crump Life Insurance Services January 2012 - Present
Nationwide Insurance March 2010 - December 2011
The Hartford Insurance Group January 2007 - August 2009
MassMutual Financial Group October 1991 - January 2007
Chubb Specialty Insurance Company August 2002 - January 2005
Skills
Strategic Financial..., Business Planning, Sales, Marketing, Budgets, Whole Life, Term Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Insurance, Universal Life, Life Insurance, Wealth Management, Retirement, Retirement Planning, Securities, Health Insurance, Series 7, Series 63, Series 24, Territory Development, Territory Management
Education
The American College 2004 — 2012
CLU, ChFC
University of Connecticut 1985 — 1990
BA, Economics
Matt Schulte, CLU®'s MassMutual Financial Group Experience October 2014 - Present
Job Sales Consultant MassMutual Trust Company at MassMutual Financial group
Industry Financial Services
Experience
MassMutual Financial group October 2014 - Present
MassMutual April 2012 - October 2014
MassMutual Financial Group January 2010 - April 2012
MassMutual Financial Group January 2008 - April 2009
FiberMark 2003 - 2008
Tyco Healthcare 1999 - 2002
Skills
Series 6, Series 63, Retirement Planning, Fixed Annuities, Retirement, 401k, Life Insurance, Wealth Management, Mutual Funds, Series 7, Term Life Insurance, Insurance, Disability Insurance, Financial Planning
Education
The American College 2011 — 2012
Chartered Life Underwriter, Insurance planning
MassMutual Financial group October 2014 - Present
MassMutual April 2012 - October 2014
MassMutual Financial Group January 2010 - April 2012
MassMutual Financial Group January 2008 - April 2009
FiberMark 2003 - 2008
Tyco Healthcare 1999 - 2002
Skills
Series 6, Series 63, Retirement Planning, Fixed Annuities, Retirement, 401k, Life Insurance, Wealth Management, Mutual Funds, Series 7, Term Life Insurance, Insurance, Disability Insurance, Financial Planning
Education
The American College 2011 — 2012
Chartered Life Underwriter, Insurance planning
Kevin Greco, CLU's MassMutual Financial Group Experience September 2000 - February 2004
Job Agent at Kevin Greco State Farm Insurance
Industry Insurance
Experience
Kevin Greco State Farm Insurance May 2013 - Present
Saybrus Partners November 2009 - December 2011
Phoenix Life Insurance Company November 2005 - November 2009
Phoenix Life Insurance Company February 2004 - November 2005
MassMutual Financial Group September 2000 - February 2004
Skills
Fixed Annuities, Life Insurance, Mutual Funds, Disability Insurance, Long-term Care, Wealth Management, Financial Services, Health Insurance, Sales, Retirement, Retirement Planning, Series 63
Education
The American College 2009 — 2011
Charter Life Underwriter, CLU
Ursinus College 1996 — 2000
BA, Economics
Kevin Greco State Farm Insurance May 2013 - Present
Saybrus Partners November 2009 - December 2011
Phoenix Life Insurance Company November 2005 - November 2009
Phoenix Life Insurance Company February 2004 - November 2005
MassMutual Financial Group September 2000 - February 2004
Skills
Fixed Annuities, Life Insurance, Mutual Funds, Disability Insurance, Long-term Care, Wealth Management, Financial Services, Health Insurance, Sales, Retirement, Retirement Planning, Series 63
Education
The American College 2009 — 2011
Charter Life Underwriter, CLU
Ursinus College 1996 — 2000
BA, Economics
Jerry Choi's MassMutual Financial Group Experience August 1999 - September 2006
Job IT Support Analyst II at ICON Clinical Research
Industry Pharmaceuticals
Experience
ICON Clinical Research June 2007 - Present
MediNet October 2006 - May 2007
MassMutual Financial Group August 1999 - September 2006
BISYS Fund Services July 1997 - August 1999
Skills
Active Directory, Pharmaceutical Industry, Software Documentation, SharePoint, Data Management, Process Improvement, Project Management, SQL, Visio, Hardware, SDLC, CRO, Network Administration, Quality Assurance, 21 CFR Part 11, Clinical Data Management, Technical Support, EDC, Clinical Trials, Sop, GCP, CTMS, Regulatory Affairs, Change Control, FDA, Validation, Regulatory Submissions, Therapeutic Areas, SOP
Education
The George Washington University 1989 — 1992
Economics and political Science
ICON Clinical Research June 2007 - Present
MediNet October 2006 - May 2007
MassMutual Financial Group August 1999 - September 2006
BISYS Fund Services July 1997 - August 1999
Skills
Active Directory, Pharmaceutical Industry, Software Documentation, SharePoint, Data Management, Process Improvement, Project Management, SQL, Visio, Hardware, SDLC, CRO, Network Administration, Quality Assurance, 21 CFR Part 11, Clinical Data Management, Technical Support, EDC, Clinical Trials, Sop, GCP, CTMS, Regulatory Affairs, Change Control, FDA, Validation, Regulatory Submissions, Therapeutic Areas, SOP
Education
The George Washington University 1989 — 1992
Economics and political Science
Dru Jones's MassMutual Financial Group Experience June 2009 - September 2009
Job Area Manager at Mattress Firm
Industry Retail
Experience
Mattress Firm October 2013 - Present
Mattress Firm December 2010 - October 2013
MassMutual Financial Group June 2009 - September 2009
Skills
Sales Management, Leadership, Inventory Management, Sales, Customer Service, Team Building, Direct Sales, Sales Operations, Time Management, Cold Calling, Sales Process, Customer Satisfaction, Team Leadership, Visual Merchandising
Education
The Citadel 2005 — 2009
Bachelor's Degree, Business Administration
Mattress Firm October 2013 - Present
Mattress Firm December 2010 - October 2013
MassMutual Financial Group June 2009 - September 2009
Skills
Sales Management, Leadership, Inventory Management, Sales, Customer Service, Team Building, Direct Sales, Sales Operations, Time Management, Cold Calling, Sales Process, Customer Satisfaction, Team Leadership, Visual Merchandising
Education
The Citadel 2005 — 2009
Bachelor's Degree, Business Administration
Catherina Moses, CPA's MassMutual Financial Group Experience January 1999 - December 2000
Job Global Tax Director at Korn/Ferry International
Industry Accounting
Experience
Korn/Ferry International September 2012 - Present
Catherina Moses CPA August 2009 - August 2012
Deloitte January 2007 - July 2009
Reznick Group July 2004 - March 2006
T. Rowe Price July 2003 - June 2004
MassMutual Financial Group January 1999 - December 2000
Skills
FIN 48, SOX 404, Project Management, Building Relationships, Corporate Tax, International Tax, Tax, Process Optimization, Sarbanes-Oxley Act, FAS 5, Income Tax, Accounting, Financial Reporting, Tax Accounting, Tax Research, SEC filings, Finance, Tax Advisory, Leadership, Transfer Pricing
Education
Towson University 1999 — 2000
BS, Accounting with Honors
The Johns Hopkins University 1993 — 1997
BA, Economics with Honors
Korn/Ferry International September 2012 - Present
Catherina Moses CPA August 2009 - August 2012
Deloitte January 2007 - July 2009
Reznick Group July 2004 - March 2006
T. Rowe Price July 2003 - June 2004
MassMutual Financial Group January 1999 - December 2000
Skills
FIN 48, SOX 404, Project Management, Building Relationships, Corporate Tax, International Tax, Tax, Process Optimization, Sarbanes-Oxley Act, FAS 5, Income Tax, Accounting, Financial Reporting, Tax Accounting, Tax Research, SEC filings, Finance, Tax Advisory, Leadership, Transfer Pricing
Education
Towson University 1999 — 2000
BS, Accounting with Honors
The Johns Hopkins University 1993 — 1997
BA, Economics with Honors
David Jacobson CLU, ChFC CLTC's MassMutual Financial Group Experience September 1975 - Present
Job Financial Services
Industry Insurance
Experience
MassMutual Financial Group September 1975 - Present
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Mutual Funds
Education
The American College
MassMutual Financial Group September 1975 - Present
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Mutual Funds
Education
The American College
Stacy K. Cardenas, CEBS, CLU, CLTC's MassMutual Financial Group Experience 1995 - 2000
Job Disability/LTC Product Specialist at The Buchholz Planning Corporation
Industry Insurance
Experience
The Buchholz Planning Corporation 2001 - Present
MassMutual Financial Group 1995 - 2000
Joseph Lakota & Associates 1993 - 1995
Wells Fargo 1988 - 1990
Larry Gordon Agency 1986 - 1988
Merrill Lynch 1985 - 1986
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Pennsylvania - The Wharton School
CEBS Designation
The American College
CLU designation
The Buchholz Planning Corporation 2001 - Present
MassMutual Financial Group 1995 - 2000
Joseph Lakota & Associates 1993 - 1995
Wells Fargo 1988 - 1990
Larry Gordon Agency 1986 - 1988
Merrill Lynch 1985 - 1986
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Pennsylvania - The Wharton School
CEBS Designation
The American College
CLU designation
Isaiah Molinar's MassMutual Financial Group Experience April 2010 - April 2011
Job Major Accounts District Manager at ADP
Industry Human Resources
Experience
ADP July 2015 - Present
UPS October 2013 - July 2015
UPS December 2011 - October 2013
MassMutual Financial Group April 2010 - April 2011
Coach September 2006 - February 2010
Skills
Sales, International Sales, Business Development, Operations Management, Sales Management, Strategic Negotiations, Contract Negotiation, Market Analysis, Budgets, Growing Accounts, Management, Sales Process, Cold Calling, Customer Service, Strategic Planning, New Business Development, Process Improvement, Financial Analysis, Supply Chain, Logistics, Logistics Management, Sales Conversion, Supply Chain Management, Consulting, Account Management
Education
The University of Texas at San Antonio 2008 — 2009
Business Administration, Management
Texas State University 2005 — 2008
Business Administration, Management
ADP July 2015 - Present
UPS October 2013 - July 2015
UPS December 2011 - October 2013
MassMutual Financial Group April 2010 - April 2011
Coach September 2006 - February 2010
Skills
Sales, International Sales, Business Development, Operations Management, Sales Management, Strategic Negotiations, Contract Negotiation, Market Analysis, Budgets, Growing Accounts, Management, Sales Process, Cold Calling, Customer Service, Strategic Planning, New Business Development, Process Improvement, Financial Analysis, Supply Chain, Logistics, Logistics Management, Sales Conversion, Supply Chain Management, Consulting, Account Management
Education
The University of Texas at San Antonio 2008 — 2009
Business Administration, Management
Texas State University 2005 — 2008
Business Administration, Management
Roger S. Marks, CLU, ChFC, MSFS, CFP's MassMutual Financial Group Experience December 1976 - Present
Job Owner, Legacy Financial Group
Industry Financial Services
Experience
Legacy Financial Group December 1976 - Present
MassMutual Financial Group December 1976 - Present
Skills
Insurance, 401k, Finance, Long Term Care Insurance, Life Insurance, Securities, Wealth Management, Investments, Estate Planning, Retirement, Leadership, Retirement Planning, Disability Insurance, Sales, Series 7, Strategic Planning
Education
Texas Tech University - Rawls College of Business 1971 — 1975
BBA, Business
Legacy Financial Group December 1976 - Present
MassMutual Financial Group December 1976 - Present
Skills
Insurance, 401k, Finance, Long Term Care Insurance, Life Insurance, Securities, Wealth Management, Investments, Estate Planning, Retirement, Leadership, Retirement Planning, Disability Insurance, Sales, Series 7, Strategic Planning
Education
Texas Tech University - Rawls College of Business 1971 — 1975
BBA, Business
Jim Grooms CLU, ChFC's MassMutual Financial Group Experience 1971 - Present
Job Agent Emeritus at Mass Mutual
Industry Financial Services
Experience
MassMutual Financial Group 1971 - Present
Skills
Insurance, Fixed Annuities, Strategic Financial..., Retirement, Investments, Disability Insurance, Financial Planning, Life Insurance, Financial Services, Retirement Planning, Term Life Insurance, Sales
Education
The American College
Chartered Life Underwriter
The American College
Chartered Financial Consultant
The University of Memphis
Bachelor, Business Administration
MassMutual Financial Group 1971 - Present
Skills
Insurance, Fixed Annuities, Strategic Financial..., Retirement, Investments, Disability Insurance, Financial Planning, Life Insurance, Financial Services, Retirement Planning, Term Life Insurance, Sales
Education
The American College
Chartered Life Underwriter
The American College
Chartered Financial Consultant
The University of Memphis
Bachelor, Business Administration
Hernan Gomez, LUTCF's MassMutual Financial Group Experience June 2008 - March 2013
Job Income Protection Insurance, Pension Distribution
Industry Financial Services
Experience
Independent Producer March 2013 - Present
MassMutual Financial Group June 2008 - March 2013
Nationwide Financial June 2007 - June 2008
Skills
Financial Services, Life Insurance, Health Insurance, Retirement Planning, Strategic Financial..., Retirement, Fixed Annuities, Mutual Funds, Customer Service, Series 63, Series 6, Indexed Annuities, Individual Pension Plans, Investment Strategies, Disability Insurance
Education
The American College 1993 — 1994
Life Underwriter Training Council Fellow, LUTCF
West Chester University of Pennsylvania 1979 — 1986
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities, Spanish Minor
Independent Producer March 2013 - Present
MassMutual Financial Group June 2008 - March 2013
Nationwide Financial June 2007 - June 2008
Skills
Financial Services, Life Insurance, Health Insurance, Retirement Planning, Strategic Financial..., Retirement, Fixed Annuities, Mutual Funds, Customer Service, Series 63, Series 6, Indexed Annuities, Individual Pension Plans, Investment Strategies, Disability Insurance
Education
The American College 1993 — 1994
Life Underwriter Training Council Fellow, LUTCF
West Chester University of Pennsylvania 1979 — 1986
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities, Spanish Minor
Harry Reimers's MassMutual Financial Group Experience October 1997 - Present
Job Financial Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 1997 - Present
Education
Western New England University 2009 — 2011
Master of Business Administration
The American College 2000 — 2005
Chartered Life Underwriter, Insurance/Financial Services
MassMutual Financial Group October 1997 - Present
Education
Western New England University 2009 — 2011
Master of Business Administration
The American College 2000 — 2005
Chartered Life Underwriter, Insurance/Financial Services
Al Bergman's MassMutual Financial Group Experience April 2013 - Present
Job
Industry Financial Services
Experience
MassMutual Financial Group April 2013 - Present
First Niagara Bank 2011 - 2013
Education
The American College 2009 — 2010
Certified Family Business Specialist, Business Succession
MassMutual Financial Group April 2013 - Present
First Niagara Bank 2011 - 2013
Education
The American College 2009 — 2010
Certified Family Business Specialist, Business Succession
Haley Dettra's MassMutual Financial Group Experience 2005 - 2006
Job Associate for Liturgy and Worship at Church of the Incarnation
Industry Religious Institutions
Experience
Church of the Incarnation October 2012 - Present
Washington National Cathedral January 2012 - July 2012
Washington National Cathedral 2010 - 2012
Washington National Cathedral 2007 - 2010
Capital Area Food Bank of DC 2006 - 2007
MassMutual Financial Group 2005 - 2006
Education
Texas Tech University 2000 — 2004
Bachelor of Arts (BA), Public Relations and Marketing
Church of the Incarnation October 2012 - Present
Washington National Cathedral January 2012 - July 2012
Washington National Cathedral 2010 - 2012
Washington National Cathedral 2007 - 2010
Capital Area Food Bank of DC 2006 - 2007
MassMutual Financial Group 2005 - 2006
Education
Texas Tech University 2000 — 2004
Bachelor of Arts (BA), Public Relations and Marketing