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 Salaries. You can even request information on how much does MassMutual Financial Group pay if you want to. Learn about salaries, pros and cons of working for MassMutual Financial Group directly from the past employees.
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MassMutual Financial Group Employees
Employee
Years
Job
Industry
Zenaida C Fischer Zenaida C Fischer's MassMutual Financial Group Experience December 2009 - April 2011
Job Marketing Communication Account Manager at Prudential
Industry Financial Services
Experience
Prudential Financial May 2011 - April 2015
MassMutual Financial Group December 2009 - April 2011
MassMutual Financial Group June 2009 - December 2009
MassMutual Financial Group May 2006 - June 2009
MassMutual Financial Group 2000 - 2006
Travelers Insurance 1998 - 2000
Skills
Marketing Communications, Marketing, Direct Marketing, Account Management, Marketing Strategy, Integrated Marketing, Insurance, Email Marketing, Social Media Marketing, Advertising, CRM, Digital Marketing, Online Advertising, Disability Insurance, Salesforce.com, Project Planning, Digital Printing, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, People Skills, Vendor Relationships, Offset Printing, Software Project..., Teamwork, Multilingual, Multi Tasking, Web Content Management, Project Management, Bilingual Communications, Vendor Relations, Multimedia Marketing..., B2B, B2C Marketing
Education
Boston University (MMFG) 2002 — 2011
Project Management
University of Hartford 2001 — 2006
BS, Marketing/Advertising
The University of Connecticut School of Business 1999 — 1999
Certificate, Legal Assistant/Paralegal
Prudential Financial May 2011 - April 2015
MassMutual Financial Group December 2009 - April 2011
MassMutual Financial Group June 2009 - December 2009
MassMutual Financial Group May 2006 - June 2009
MassMutual Financial Group 2000 - 2006
Travelers Insurance 1998 - 2000
Skills
Marketing Communications, Marketing, Direct Marketing, Account Management, Marketing Strategy, Integrated Marketing, Insurance, Email Marketing, Social Media Marketing, Advertising, CRM, Digital Marketing, Online Advertising, Disability Insurance, Salesforce.com, Project Planning, Digital Printing, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, People Skills, Vendor Relationships, Offset Printing, Software Project..., Teamwork, Multilingual, Multi Tasking, Web Content Management, Project Management, Bilingual Communications, Vendor Relations, Multimedia Marketing..., B2B, B2C Marketing
Education
Boston University (MMFG) 2002 — 2011
Project Management
University of Hartford 2001 — 2006
BS, Marketing/Advertising
The University of Connecticut School of Business 1999 — 1999
Certificate, Legal Assistant/Paralegal
Jasmine Stafford Jasmine Stafford's MassMutual Financial Group Experience July 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Tarrant County College August 2014 - Present
MassMutual Financial Group July 2014 - Present
Nationwide Insurance October 2011 - June 2014
Executive Office of the President of the United States January 2007 - July 2007
United States Senate January 2006 - December 2006
Skills
Insurance, Life Insurance, Term Life Insurance, Whole Life, Investments, Annuity Sales, Fixed Annuities, Retirement, Property, Estate Planning
Education
The University of Texas at Arlington 2009 — 2011
Master of Arts (M.A.), Political Science and Government
The University of Texas at Arlington 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Tarrant County College August 2014 - Present
MassMutual Financial Group July 2014 - Present
Nationwide Insurance October 2011 - June 2014
Executive Office of the President of the United States January 2007 - July 2007
United States Senate January 2006 - December 2006
Skills
Insurance, Life Insurance, Term Life Insurance, Whole Life, Investments, Annuity Sales, Fixed Annuities, Retirement, Property, Estate Planning
Education
The University of Texas at Arlington 2009 — 2011
Master of Arts (M.A.), Political Science and Government
The University of Texas at Arlington 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Cody Cravens Cody Cravens's MassMutual Financial Group Experience August 2013 - November 2013
Job Program Evaluator at New Mexico Legislative Finance Committee
Industry Government Administration
Experience
New Mexico Legislative Finance Committee October 2014 - Present
Kelly Liquors May 2009 - September 2014
MassMutual Financial Group August 2013 - November 2013
UPS August 2007 - March 2009
Skills
Customer Service, Econometrics, Microsoft Office, Management, Analysis, Budgets, Data Analysis, Financial Analysis, Forecasting, Inventory Management, Logistics, Market Research, Operations Management, Risk Management, Sales, Supply Chain Management, Leadership
Education
The University of New Mexico 2013 — 2014
MBA Student, Finance, 4.03
The University of New Mexico 2006 — 2011
Bachelor of Arts (BA), Economics, 3.39
New Mexico Legislative Finance Committee October 2014 - Present
Kelly Liquors May 2009 - September 2014
MassMutual Financial Group August 2013 - November 2013
UPS August 2007 - March 2009
Skills
Customer Service, Econometrics, Microsoft Office, Management, Analysis, Budgets, Data Analysis, Financial Analysis, Forecasting, Inventory Management, Logistics, Market Research, Operations Management, Risk Management, Sales, Supply Chain Management, Leadership
Education
The University of New Mexico 2013 — 2014
MBA Student, Finance, 4.03
The University of New Mexico 2006 — 2011
Bachelor of Arts (BA), Economics, 3.39
Francis Cagle Francis Cagle's MassMutual Financial Group Experience March 1996 - February 1999
Job Homemaker, seamstrest, artist and gardner. at Retired, Enjoy helping others
Industry Insurance
Experience
Retired, Enjoy helping others February 1999 - Present
Bellevue Baptist Church 1994 - 2015
Bellevue Baptist Church 1994 - 2015
Bellevue Baptist Church 1994 - 2015
Bellevue Baptist Church 1994 - 2015
ING Life/ Equitable Life f Iowa May 1997 - February 1999
MassMutual Financial Group March 1996 - February 1999
Retired Life Insurance Agent February 1996 - February 1999
Skills
Customer Satisfaction, Sales Operations, Office Management, Office Administration, Sales, Marketing, Leadership, Management, Training, Recruiting, Customer Retention, Insurance, Call Centers, Customer Service, Employee Training, Life Insurance, Health Insurance
Education
The University of Memphis 1987 — 2006
none, Business Administration, Management and Operations
Life Underwriters Management Institute 1985 — 1990
FLMI, Marketing/Marketing Management, General
Retired, Enjoy helping others February 1999 - Present
Bellevue Baptist Church 1994 - 2015
Bellevue Baptist Church 1994 - 2015
Bellevue Baptist Church 1994 - 2015
Bellevue Baptist Church 1994 - 2015
ING Life/ Equitable Life f Iowa May 1997 - February 1999
MassMutual Financial Group March 1996 - February 1999
Retired Life Insurance Agent February 1996 - February 1999
Skills
Customer Satisfaction, Sales Operations, Office Management, Office Administration, Sales, Marketing, Leadership, Management, Training, Recruiting, Customer Retention, Insurance, Call Centers, Customer Service, Employee Training, Life Insurance, Health Insurance
Education
The University of Memphis 1987 — 2006
none, Business Administration, Management and Operations
Life Underwriters Management Institute 1985 — 1990
FLMI, Marketing/Marketing Management, General
Christopher R. Batey Christopher R. Batey's MassMutual Financial Group Experience January 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
All American Property Management Company - South Padre Island April 2012 - December 2012
Southwest Community Investment Corporation February 2012 - May 2012
606 Air Control Squadron July 2010 - March 2011
Thule Air Base, Greenland June 2009 - July 2010
NATO Programming Center January 2008 - June 2009
NATO Programming Center November 2006 - December 2007
Skills
Team Building, Military, Security, Integration, Analysis, Management, Air Force, Training, Quality Assurance, Defense, Online Marketing, Policy, Strategic Planning, Social Media Marketing, Marketing, Marketing Strategy, Program Management, Security Clearance, Budgets, Project Management, Team Leadership, Leadership, Contract Management
Education
The University of Texas-Pan American 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Wayland Baptist University 1999 — 2003
Bachelor's, Computer Information Systems
La Vega ISD
MassMutual Financial Group January 2013 - Present
All American Property Management Company - South Padre Island April 2012 - December 2012
Southwest Community Investment Corporation February 2012 - May 2012
606 Air Control Squadron July 2010 - March 2011
Thule Air Base, Greenland June 2009 - July 2010
NATO Programming Center January 2008 - June 2009
NATO Programming Center November 2006 - December 2007
Skills
Team Building, Military, Security, Integration, Analysis, Management, Air Force, Training, Quality Assurance, Defense, Online Marketing, Policy, Strategic Planning, Social Media Marketing, Marketing, Marketing Strategy, Program Management, Security Clearance, Budgets, Project Management, Team Leadership, Leadership, Contract Management
Education
The University of Texas-Pan American 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Wayland Baptist University 1999 — 2003
Bachelor's, Computer Information Systems
La Vega ISD
Brad Robinson's MassMutual Financial Group Experience January 2008 - December 2008
Job Global Cloud Finance at Oracle
Industry Management Consulting
Experience
Oracle August 2014 - Present
EY July 2013 - August 2014
KPMG Advisory August 2010 - July 2013
Bank of America December 2008 - June 2009
MassMutual Financial Group January 2008 - December 2008
Skills
Financial Modeling, Mergers & Acquisitions, Financial Analysis, Valuation, Economics, Corporate Finance, Investments, Management Consulting, Financial Planning, Business Process..., Project Management
Education
Trinity University 2003 — 2007
B.S., Finance
The University of Texas at San Antonio
MBA, Finance
Oracle August 2014 - Present
EY July 2013 - August 2014
KPMG Advisory August 2010 - July 2013
Bank of America December 2008 - June 2009
MassMutual Financial Group January 2008 - December 2008
Skills
Financial Modeling, Mergers & Acquisitions, Financial Analysis, Valuation, Economics, Corporate Finance, Investments, Management Consulting, Financial Planning, Business Process..., Project Management
Education
Trinity University 2003 — 2007
B.S., Finance
The University of Texas at San Antonio
MBA, Finance
Mitch Sargent, CS, WSET III's MassMutual Financial Group Experience May 2006 - August 2006
Job Wine Sales
Industry Wine and Spirits
Experience
Regal Wine Company November 2013 - Present
Michael's Restaurant May 2013 - November 2013
The Beverly Hilton August 2012 - May 2013
ANdAZ September 2009 - February 2012
Speedplay February 2010 - November 2010
Equus Restaurant November 2008 - August 2009
The Meeker January 2008 - November 2008
MassMutual Financial Group May 2006 - August 2006
Skills
Advanced, Level 3 WSET, Certified Sommelier, Wine Location..., Food & Beverage, Hospitality, Restaurants, Hotels, Hospitality Management, Event Management, Hospitality Industry, Customer Service, Sales, Event Planning, Microsoft Excel, Marketing, Hotel Management, Microsoft Office, Marketing Strategy, Micros, Opera, Banquets, Wine, Recruiting, Wine Tasting, Menu Development, Bartending, Training, Hiring, Purchasing, Food, Restaurant Management, Fine Dining, Resorts, Food Service, Sales Management, Revenue Analysis, New Restaurant Openings, Corporate Events, Inventory Management, Alcoholic Beverages, Beer, Social Media Marketing, P, Social Networking, Retail, Wineries, Beverage Industry, Employee Training, Employee Relations, Guest Service Management
Education
The University of Georgia 2003 — 2007
of 2007 B.A, International Affairs: International Relations, Security, and Economics
Starr's Mill High School 1999 — 2003
AP+
Regal Wine Company November 2013 - Present
Michael's Restaurant May 2013 - November 2013
The Beverly Hilton August 2012 - May 2013
ANdAZ September 2009 - February 2012
Speedplay February 2010 - November 2010
Equus Restaurant November 2008 - August 2009
The Meeker January 2008 - November 2008
MassMutual Financial Group May 2006 - August 2006
Skills
Advanced, Level 3 WSET, Certified Sommelier, Wine Location..., Food & Beverage, Hospitality, Restaurants, Hotels, Hospitality Management, Event Management, Hospitality Industry, Customer Service, Sales, Event Planning, Microsoft Excel, Marketing, Hotel Management, Microsoft Office, Marketing Strategy, Micros, Opera, Banquets, Wine, Recruiting, Wine Tasting, Menu Development, Bartending, Training, Hiring, Purchasing, Food, Restaurant Management, Fine Dining, Resorts, Food Service, Sales Management, Revenue Analysis, New Restaurant Openings, Corporate Events, Inventory Management, Alcoholic Beverages, Beer, Social Media Marketing, P, Social Networking, Retail, Wineries, Beverage Industry, Employee Training, Employee Relations, Guest Service Management
Education
The University of Georgia 2003 — 2007
of 2007 B.A, International Affairs: International Relations, Security, and Economics
Starr's Mill High School 1999 — 2003
AP+
Peyton Galbraith Peyton Galbraith's MassMutual Financial Group Experience February 2013 - June 2013
Job Medicare Specialist at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group August 2014 - Present
Victoria Love Events and Staffing March 2014 - Present
Foodworks Riverside May 2009 - September 2015
AEGON Americas July 2013 - March 2014
Monumental Life Insurance July 2013 - March 2014
Transamerica July 2013 - March 2014
MassMutual Financial Group February 2013 - June 2013
Capital Finacial Group February 2013 - June 2013
Colonial Penn Insurance Company/ Bankers Life and Casualty September 2012 - January 2013
Chatt Town Scooters August 2007 - December 2011
Skills
Disability Insurance, Customer Service, Long-term Care, Life Insurance, Insurance, Health Insurance, Employee Benefits, Retirement Planning, Motorcycle, Sales, Brokers, Underwriting, Estate Planning, Small Business, Account Management, Sales Management, Long Term Care Insurance, Term Life Insurance, Wealth Management, Cold Calling
Education
The University of Tennessee at Chattanooga 1995 — 2000
Bachelor of Science (BS), Marketing
UnitedHealth Group August 2014 - Present
Victoria Love Events and Staffing March 2014 - Present
Foodworks Riverside May 2009 - September 2015
AEGON Americas July 2013 - March 2014
Monumental Life Insurance July 2013 - March 2014
Transamerica July 2013 - March 2014
MassMutual Financial Group February 2013 - June 2013
Capital Finacial Group February 2013 - June 2013
Colonial Penn Insurance Company/ Bankers Life and Casualty September 2012 - January 2013
Chatt Town Scooters August 2007 - December 2011
Skills
Disability Insurance, Customer Service, Long-term Care, Life Insurance, Insurance, Health Insurance, Employee Benefits, Retirement Planning, Motorcycle, Sales, Brokers, Underwriting, Estate Planning, Small Business, Account Management, Sales Management, Long Term Care Insurance, Term Life Insurance, Wealth Management, Cold Calling
Education
The University of Tennessee at Chattanooga 1995 — 2000
Bachelor of Science (BS), Marketing
Anila Zaidi's MassMutual Financial Group Experience July 2006 - August 2012
Job Technical Writer/Consultant at PEN American Center
Industry Nonprofit Organization Management
Experience
PEN American Center November 2013 - Present
MassMutual Financial Group July 2006 - August 2012
Environmental Compliance Services, Inc. January 2006 - July 2006
Skills
COBOL, JCL, Java, Mainframe, HTML, VB.NET, SQL, Systems Analysis, Debugging, Financial Analysis, Mentoring, Technical Writing, Technical Documentation
Education
The University of Texas at Austin 2014 — 2015
Professional Certificate in Technical Writing, Technical and Scientific Communication
MassMutual Cobol Training Program 2006 — 2006
N/A, Cobol and JCL programming
University of Miami 1998 — 2002
Bachelor of Science (B.S.), Computer Science and Communications
PEN American Center November 2013 - Present
MassMutual Financial Group July 2006 - August 2012
Environmental Compliance Services, Inc. January 2006 - July 2006
Skills
COBOL, JCL, Java, Mainframe, HTML, VB.NET, SQL, Systems Analysis, Debugging, Financial Analysis, Mentoring, Technical Writing, Technical Documentation
Education
The University of Texas at Austin 2014 — 2015
Professional Certificate in Technical Writing, Technical and Scientific Communication
MassMutual Cobol Training Program 2006 — 2006
N/A, Cobol and JCL programming
University of Miami 1998 — 2002
Bachelor of Science (B.S.), Computer Science and Communications
Randal C. Espey Randal C. Espey's MassMutual Financial Group Experience July 1999 - March 2005
Job Providing Life & DI Insurance Products to both Career and Independent Producing General Agents in Georgia (770) 8863589
Industry Insurance
Experience
Ohio National Financial Services June 2013 - Present
Espey Financial Group April 2006 - June 2013
Kalos Financial March 2005 - April 2006
MassMutual Financial Group July 1999 - March 2005
Guardian Life July 1998 - July 1999
MetLife January 1984 - June 1998
Skills
Management, Sales, Leadership, Training
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance
Ohio National Financial Services June 2013 - Present
Espey Financial Group April 2006 - June 2013
Kalos Financial March 2005 - April 2006
MassMutual Financial Group July 1999 - March 2005
Guardian Life July 1998 - July 1999
MetLife January 1984 - June 1998
Skills
Management, Sales, Leadership, Training
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance
James Lottes's MassMutual Financial Group Experience April 2014 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group April 2014 - Present
Skills
Marketing, Microsoft Office, Mutual Funds, Variable Annuities, Life Insurance, Disability Insurance, Retirement Planning, Social Media, Securities, Event Planning, Financial Services
Education
The University of Kansas 2004 — 2009
Bachelor of Science (BS), History
Lawrence Free State High School 2001 — 2004
MassMutual Financial Group April 2014 - Present
Skills
Marketing, Microsoft Office, Mutual Funds, Variable Annuities, Life Insurance, Disability Insurance, Retirement Planning, Social Media, Securities, Event Planning, Financial Services
Education
The University of Kansas 2004 — 2009
Bachelor of Science (BS), History
Lawrence Free State High School 2001 — 2004
Minyi (Miya) Zhu's MassMutual Financial Group Experience December 2012 - January 2013
Job M.A. student in Economics at University of Southern California
Industry Financial Services
Experience
Guosen Securities May 2015 - July 2015
Intel Corporation February 2013 - June 2013
MassMutual Financial Group December 2012 - January 2013
CHINA UNIONPAY DATA SERVICS June 2012 - September 2012
Skills
SAS, Matlab, SPSS, Microsoft Excel, Data Analysis, Teamwork, Financial Modeling, Financial Analysis, PowerPoint, Photoshop, Finance, Accounting, Research, Economics, Corporate Finance, Business Strategy, Investments, Valuation, Analysis, Leadership, Financial Reporting, Statistics, Social Media, Public Speaking, Data Mining
Education
University of Southern California 2014 — 2016
Master of Arts (M.A.), Economics
Shanghai Jiao Tong University 2010 — 2014
Bachelor's degree, Finance
The University of Hong Kong 2012 — 2012
Finance and Financial Management Services
Guosen Securities May 2015 - July 2015
Intel Corporation February 2013 - June 2013
MassMutual Financial Group December 2012 - January 2013
CHINA UNIONPAY DATA SERVICS June 2012 - September 2012
Skills
SAS, Matlab, SPSS, Microsoft Excel, Data Analysis, Teamwork, Financial Modeling, Financial Analysis, PowerPoint, Photoshop, Finance, Accounting, Research, Economics, Corporate Finance, Business Strategy, Investments, Valuation, Analysis, Leadership, Financial Reporting, Statistics, Social Media, Public Speaking, Data Mining
Education
University of Southern California 2014 — 2016
Master of Arts (M.A.), Economics
Shanghai Jiao Tong University 2010 — 2014
Bachelor's degree, Finance
The University of Hong Kong 2012 — 2012
Finance and Financial Management Services
Patrick Donlan Patrick Donlan's MassMutual Financial Group Experience 2010 - 2010
Job Senior Manager Accenture Solution Architect Financial Services
Industry Information Technology and Services
Experience
Accenture May 2011 - February 2012
CIBC March 2011 - May 2011
Accenture November 2010 - March 2011
MassMutual Financial Group 2010 - 2010
Knowledge Rules May 2009 - October 2009
Knowledge Rules September 2008 - March 2009
Knowledge Rules August 2007 - July 2008
AutoTrader.com May 2005 - August 2007
Blue Slate Solutions 1999 - 2001
Cambridge Technology Partners 1995 - 1997
Skills
Leadership, Business Process Design, Negotiattion, Relationship Management, Project Management, Business Analysis, Management, Business Process..., Requirements Gathering, Saas, Enterprise Software, Cloud Computing, DCO Tools, Faciltation, Process Improvement, SaaS, Software Documentation, Integration, SDLC, Program Management, Analysis, Business Development, Requirements Analysis, Enterprise Architecture
Education
Ealing College London 1990 — 1991
Btec- Computer Languages, Computing
Fairview College 1984 — 1985
Diploma, Bookkeepping
Rosmini College 1979 — 1984
Intermediate Certificate , Leaving Certificate, General Studies
The Open University
Postgraduate Diploma in Computing for Commerce and Industry, Computing, Appliance Industry, Economics
Accenture May 2011 - February 2012
CIBC March 2011 - May 2011
Accenture November 2010 - March 2011
MassMutual Financial Group 2010 - 2010
Knowledge Rules May 2009 - October 2009
Knowledge Rules September 2008 - March 2009
Knowledge Rules August 2007 - July 2008
AutoTrader.com May 2005 - August 2007
Blue Slate Solutions 1999 - 2001
Cambridge Technology Partners 1995 - 1997
Skills
Leadership, Business Process Design, Negotiattion, Relationship Management, Project Management, Business Analysis, Management, Business Process..., Requirements Gathering, Saas, Enterprise Software, Cloud Computing, DCO Tools, Faciltation, Process Improvement, SaaS, Software Documentation, Integration, SDLC, Program Management, Analysis, Business Development, Requirements Analysis, Enterprise Architecture
Education
Ealing College London 1990 — 1991
Btec- Computer Languages, Computing
Fairview College 1984 — 1985
Diploma, Bookkeepping
Rosmini College 1979 — 1984
Intermediate Certificate , Leaving Certificate, General Studies
The Open University
Postgraduate Diploma in Computing for Commerce and Industry, Computing, Appliance Industry, Economics
Laura Olivier's MassMutual Financial Group Experience November 1989 - February 2000
Job Tax Analyst at USAA
Industry Insurance
Experience
USAA February 2014 - Present
Harte-Hanks, Inc. February 2003 - January 2014
Harte Hanks February 2000 - February 2003
MassMutual Financial Group November 1989 - February 2000
Skills
Financial Modeling, Analysis, Budgets, Forecasting, Financial Accounting, Accounts Receivable, Managerial Finance, Accounts Payable, Contract Negotiation, Due Diligence, Business Planning, Payroll, Finance, Cost Accounting, PeopleSoft, Strategic Financial..., Strategic Planning, Process Improvement, Revenue Recognition, Management, US GAAP, Business Process..., Strategy
Education
The University of Texas at San Antonio 2000 — 2002
Accounting, Bachelor of Administration, Accounting
USAA February 2014 - Present
Harte-Hanks, Inc. February 2003 - January 2014
Harte Hanks February 2000 - February 2003
MassMutual Financial Group November 1989 - February 2000
Skills
Financial Modeling, Analysis, Budgets, Forecasting, Financial Accounting, Accounts Receivable, Managerial Finance, Accounts Payable, Contract Negotiation, Due Diligence, Business Planning, Payroll, Finance, Cost Accounting, PeopleSoft, Strategic Financial..., Strategic Planning, Process Improvement, Revenue Recognition, Management, US GAAP, Business Process..., Strategy
Education
The University of Texas at San Antonio 2000 — 2002
Accounting, Bachelor of Administration, Accounting
Carolyn Blake, CFP(R), ALMI, ACS, AIRC Carolyn Blake, CFP(R), ALMI, ACS, AIRC's MassMutual Financial Group Experience 2015 - Present
Job Financial Services Compliance Professional | Compliance Consultant
Industry Financial Services
Experience
MassMutual Financial Group 2015 - Present
LL Global / LL Global Services – LIMRA 2008 - 2014
The Phoenix Companies 2006 - 2008
Virtus Investment Partners - Formerly Phoenix Investment Partners December 2000 - January 2006
CitiStreet 1998 - 2000
Skills
FINRA, Mutual Funds, Securities, Auditing, Financial Services, Series 7, Investments, Series 63, Insurance, Asset Management, Securities Regulation, AML, SEC, Relationship Management, Series 24, Compliance Regulations, Broker-Dealer Compliance, Broker-Dealer, Quality Auditing, Compliance Audits, Compliance Training, Compliance, Compliance Oversight, Compliance Consulting, Training, Quality Assurance, Series 65, Anti Money Laundering, Retirement Planning, Leadership, Fixed Annuities, SEC compliance, Regulatory Compliance, Email Review, Wholesaler Audits, Annual Compliance..., Policies and Procedures, Wholesaler Inspections
Education
The University of Connecticut School of Business
Bachelor of Science, Business Administration, Finance
MassMutual Financial Group 2015 - Present
LL Global / LL Global Services – LIMRA 2008 - 2014
The Phoenix Companies 2006 - 2008
Virtus Investment Partners - Formerly Phoenix Investment Partners December 2000 - January 2006
CitiStreet 1998 - 2000
Skills
FINRA, Mutual Funds, Securities, Auditing, Financial Services, Series 7, Investments, Series 63, Insurance, Asset Management, Securities Regulation, AML, SEC, Relationship Management, Series 24, Compliance Regulations, Broker-Dealer Compliance, Broker-Dealer, Quality Auditing, Compliance Audits, Compliance Training, Compliance, Compliance Oversight, Compliance Consulting, Training, Quality Assurance, Series 65, Anti Money Laundering, Retirement Planning, Leadership, Fixed Annuities, SEC compliance, Regulatory Compliance, Email Review, Wholesaler Audits, Annual Compliance..., Policies and Procedures, Wholesaler Inspections
Education
The University of Connecticut School of Business
Bachelor of Science, Business Administration, Finance
Joanna Liao's MassMutual Financial Group Experience May 2015 - Present
Job Financial Representative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2015 - Present
UCSD The Global Forum at I-House September 2014 - June 2015
Triton Consulting Group September 2014 - December 2014
Eepples, Inc September 2014 - November 2014
Uncle Chuang's Bakery December 2013 - September 2014
Spotify September 2013 - June 2014
Education
The University of Hong Kong 2015 — 2016
University of California, San Diego 2014 — 2016
Bachelor of Arts (B.A.)
University of California, Riverside 2012 — 2014
Arcadia High School 2008 — 2012
MassMutual Financial Group May 2015 - Present
UCSD The Global Forum at I-House September 2014 - June 2015
Triton Consulting Group September 2014 - December 2014
Eepples, Inc September 2014 - November 2014
Uncle Chuang's Bakery December 2013 - September 2014
Spotify September 2013 - June 2014
Education
The University of Hong Kong 2015 — 2016
University of California, San Diego 2014 — 2016
Bachelor of Arts (B.A.)
University of California, Riverside 2012 — 2014
Arcadia High School 2008 — 2012
John Murray CFP®'s MassMutual Financial Group Experience October 2010 - June 2014
Job Experienced Financial Professional at Prudential, Financial Planner and Advisor
Industry Financial Services
Experience
Prudential insurance October 2014 - Present
Milliman March 2014 - October 2014
MassMutual North Texas October 2010 - September 2014
MassMutual Financial Group October 2010 - June 2014
Baker and Affiliates Insurance Company, Inc February 2013 - February 2014
MBC Austin 2010 - 2011
State Farm Insurance April 1987 - June 2010
State Farm Agent - Owner 1987 - 2006
Skills
Strategic Financial..., Insurance, Disability Insurance, Retirement, Financial Planners, Life Insurance, Term Life Insurance, Long-term Care, Fixed Annuities, Retirement Planning, Financial Services, Portfolio Management, Estate Planning, Property, High Net Worth..., IRAs, Investments, Investment Advisory, Series 7
Education
University of Texas at Dallas - Naveen Jindal School of Management 1981 — 1983
MS, Management and Administrative Sciences
The University of Texas at Austin 1973 — 1978
BBA, Finance
Prudential insurance October 2014 - Present
Milliman March 2014 - October 2014
MassMutual North Texas October 2010 - September 2014
MassMutual Financial Group October 2010 - June 2014
Baker and Affiliates Insurance Company, Inc February 2013 - February 2014
MBC Austin 2010 - 2011
State Farm Insurance April 1987 - June 2010
State Farm Agent - Owner 1987 - 2006
Skills
Strategic Financial..., Insurance, Disability Insurance, Retirement, Financial Planners, Life Insurance, Term Life Insurance, Long-term Care, Fixed Annuities, Retirement Planning, Financial Services, Portfolio Management, Estate Planning, Property, High Net Worth..., IRAs, Investments, Investment Advisory, Series 7
Education
University of Texas at Dallas - Naveen Jindal School of Management 1981 — 1983
MS, Management and Administrative Sciences
The University of Texas at Austin 1973 — 1978
BBA, Finance
Albana Beka Albana Beka's MassMutual Financial Group Experience June 2013 - August 2013
Job FLDP Associate at Prudential Financial
Industry Accounting
Experience
Prudential Financial May 2014 - Present
MassMutual Financial Group June 2013 - August 2013
College Works Painting March 2012 - August 2012
Goodwin College June 2011 - August 2011
Skills
Financial Reporting, Marketing, Teamwork, Cold Calling, Financial Modeling, Forecasting, Financial Accounting, Account Management, Management, Team Leadership, Inventory Management, Social Media, Strategic Planning, Direct Sales, Customer Satisfaction, Competitive Analysis, Retail, Contract Negotiation, Business Development, Data Analysis, Analysis, Negotiation, Pricing, Market Research, Business Planning
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Univeristy of Connecticut 2010 — 2014
Bachelor of Arts (BA), Anthropology (Minor)
Prudential Financial May 2014 - Present
MassMutual Financial Group June 2013 - August 2013
College Works Painting March 2012 - August 2012
Goodwin College June 2011 - August 2011
Skills
Financial Reporting, Marketing, Teamwork, Cold Calling, Financial Modeling, Forecasting, Financial Accounting, Account Management, Management, Team Leadership, Inventory Management, Social Media, Strategic Planning, Direct Sales, Customer Satisfaction, Competitive Analysis, Retail, Contract Negotiation, Business Development, Data Analysis, Analysis, Negotiation, Pricing, Market Research, Business Planning
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Univeristy of Connecticut 2010 — 2014
Bachelor of Arts (BA), Anthropology (Minor)
Jonathan Como's MassMutual Financial Group Experience March 2014 - August 2014
Job Business Economics Student at Youngstown State University, Financial Analyst Intern at Mass Mutual
Industry Investment Management
Experience
MassMutual Financial Group March 2014 - August 2014
Skills
Investments, Economic Research, Economic Development, Financial Analysis, Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Economics, Analysis, Finance, Social Media, Leadership
Education
Youngstown State University 2012 — 2015
BSBA, Business/Managerial Economics
The University of Akron 2011 — 2012
Bachelor's Degree, Business/Commerce, General
MassMutual Financial Group March 2014 - August 2014
Skills
Investments, Economic Research, Economic Development, Financial Analysis, Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Economics, Analysis, Finance, Social Media, Leadership
Education
Youngstown State University 2012 — 2015
BSBA, Business/Managerial Economics
The University of Akron 2011 — 2012
Bachelor's Degree, Business/Commerce, General
Chris Della Sala Chris Della Sala's MassMutual Financial Group Experience January 2010 - September 2010
Job Regional Broker Market Manager at Colonial Life
Industry Insurance
Experience
Colonial Life December 2012 - Present
Staff One, Inc. August 2012 - November 2012
SOI April 2011 - August 2012
MassMutual Financial Group January 2010 - September 2010
MassMutual Financial Group January 2008 - May 2009
Keller Chamber of Commerce Young Professionals Organization June 2007 - January 2009
MassMutual Financial Group December 2006 - January 2008
Skills
HR Consulting, Healthcare, Workers Compensation, Employee Benefits, Payroll, Business Analysis, New Business Development, Management Consulting, HR Solutions, Risk Mitigation, Cost Reduction..., Employment Practices..., Benefits Administration, Disability Insurance, Health Insurance, Voluntary Employee..., Risk Management, Marketing Strategy, Business Networking, Connecting People, Social Media Marketing, HRIS, Leadership, Management, Insurance, PEO, Coaching, Human Resources
Education
The University of Texas at Austin 2001 — 2006
B.S., Microbiology
Keller High School
Colonial Life December 2012 - Present
Staff One, Inc. August 2012 - November 2012
SOI April 2011 - August 2012
MassMutual Financial Group January 2010 - September 2010
MassMutual Financial Group January 2008 - May 2009
Keller Chamber of Commerce Young Professionals Organization June 2007 - January 2009
MassMutual Financial Group December 2006 - January 2008
Skills
HR Consulting, Healthcare, Workers Compensation, Employee Benefits, Payroll, Business Analysis, New Business Development, Management Consulting, HR Solutions, Risk Mitigation, Cost Reduction..., Employment Practices..., Benefits Administration, Disability Insurance, Health Insurance, Voluntary Employee..., Risk Management, Marketing Strategy, Business Networking, Connecting People, Social Media Marketing, HRIS, Leadership, Management, Insurance, PEO, Coaching, Human Resources
Education
The University of Texas at Austin 2001 — 2006
B.S., Microbiology
Keller High School
Richard McCluskey's MassMutual Financial Group Experience April 2013 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group April 2013 - Present
Mutual of Omaha January 2011 - January 2013
Skills
Estate Creation, Asset..., All Insurance Needs and..., Strategic Planning, Small Business, Sales, Disability Insurance, Finance, Financial Analysis, Customer Service
Education
University of Southern Mississippi 2008 — 2011
MassMutual Financial Group April 2013 - Present
Mutual of Omaha January 2011 - January 2013
Skills
Estate Creation, Asset..., All Insurance Needs and..., Strategic Planning, Small Business, Sales, Disability Insurance, Finance, Financial Analysis, Customer Service
Education
University of Southern Mississippi 2008 — 2011
John Chandler John Chandler's MassMutual Financial Group Experience October 2006 - Present
Job Chief Marketing Officer at MassMutual
Industry Financial Services
Experience
MassMutual Financial Group October 2006 - Present
The Hanover Insurance Group June 2004 - October 2006
Hasbro, Inc. December 1999 - March 2003
InterContinental Hotels Group November 1995 - July 1999
Cadbury Schweppes plc February 1989 - November 1995
Pepsico (Frito Lay) July 1986 - February 1989
Cameron June 1980 - July 1984
Skills
Brand Management, Integrated Marketing, Product Marketing, Advertising, Marketing Communications, Marketing, Strategy, Leadership, Direct Marketing, Product Development, Product Launch, Public Relations, Internal Communications, Marketing Management, Team Leadership, Brand Architecture, Competitive Analysis, Strategic Partnerships, Segmentation, Digital Marketing, Marketing Strategy
Education
Tuck School of Business at Dartmouth 1984 — 1986
MBA, Marketing
Trinity College-Hartford 1976 — 1980
BA, History
MassMutual Financial Group October 2006 - Present
The Hanover Insurance Group June 2004 - October 2006
Hasbro, Inc. December 1999 - March 2003
InterContinental Hotels Group November 1995 - July 1999
Cadbury Schweppes plc February 1989 - November 1995
Pepsico (Frito Lay) July 1986 - February 1989
Cameron June 1980 - July 1984
Skills
Brand Management, Integrated Marketing, Product Marketing, Advertising, Marketing Communications, Marketing, Strategy, Leadership, Direct Marketing, Product Development, Product Launch, Public Relations, Internal Communications, Marketing Management, Team Leadership, Brand Architecture, Competitive Analysis, Strategic Partnerships, Segmentation, Digital Marketing, Marketing Strategy
Education
Tuck School of Business at Dartmouth 1984 — 1986
MBA, Marketing
Trinity College-Hartford 1976 — 1980
BA, History
Caroline McNally's MassMutual Financial Group Experience June 2015 - Present
Job Account Manager Client Management, Retirement Services
Industry Financial Services
Experience
MassMutual Financial Group June 2015 - Present
Healthworks Fitness Centers for Women January 2014 - May 2014
The Sporting Club & Town Sports International May 2011 - January 2014
The Westin San Diego June 2009 - April 2011
Hilton Garden Inn July 2008 - May 2009
Skills
Event Management, New Hire Training, Employee Hiring, Brand Development, Building Brand Awareness, Membership Retention, Customer Retention, Revenue Management, Driving Revenue, Increasing Revenue, Employee Opinion Surveys, Guest Satisfaction, Customer Satisfaction, Training & Development, Social Media Marketing, Revenue Analysis, Employee Training, Sales, Recruiting, Hospitality, Customer Service, Event Planning, Retaining Customers, Front Office, Experienced Traveler, Hiring, Hotels, Management, Social Media, Food & Beverage
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Science, Cum Laude, Hospitality and Tourism Management, 3.7
The University of Queensland 2008 — 2008
Hospitality and Tourism Management
MassMutual Financial Group June 2015 - Present
Healthworks Fitness Centers for Women January 2014 - May 2014
The Sporting Club & Town Sports International May 2011 - January 2014
The Westin San Diego June 2009 - April 2011
Hilton Garden Inn July 2008 - May 2009
Skills
Event Management, New Hire Training, Employee Hiring, Brand Development, Building Brand Awareness, Membership Retention, Customer Retention, Revenue Management, Driving Revenue, Increasing Revenue, Employee Opinion Surveys, Guest Satisfaction, Customer Satisfaction, Training & Development, Social Media Marketing, Revenue Analysis, Employee Training, Sales, Recruiting, Hospitality, Customer Service, Event Planning, Retaining Customers, Front Office, Experienced Traveler, Hiring, Hotels, Management, Social Media, Food & Beverage
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Science, Cum Laude, Hospitality and Tourism Management, 3.7
The University of Queensland 2008 — 2008
Hospitality and Tourism Management
Cameron DeBrusk's MassMutual Financial Group Experience 2015 - Present
Job New Member Educator at Alpha Kappa Lambda
Industry Financial Services
Experience
MassMutual Financial Group 2015 - Present
Stone Blossom Landscape and Design May 2014 - August 2014
St. Methodios Faith and Heritage Center June 2009 - August 2013
Skills
Teamwork, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Microsoft Word, Critical Thinking, Problem Solving, Microsoft Office, Organization Skills, Personnel Management, Education, Minitab, Microsoft Powerpoint, Final Cut Pro, Sales, Historical Transcription, Strategy, Client Relations, Appointment Generation
Education
The University of Connecticut School of Business 2013 — 2017
Bachelor of Science (BS), Finance, 3.83/4.0
MassMutual Financial Group 2015 - Present
Stone Blossom Landscape and Design May 2014 - August 2014
St. Methodios Faith and Heritage Center June 2009 - August 2013
Skills
Teamwork, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Microsoft Word, Critical Thinking, Problem Solving, Microsoft Office, Organization Skills, Personnel Management, Education, Minitab, Microsoft Powerpoint, Final Cut Pro, Sales, Historical Transcription, Strategy, Client Relations, Appointment Generation
Education
The University of Connecticut School of Business 2013 — 2017
Bachelor of Science (BS), Finance, 3.83/4.0
Hal Putnam Hal Putnam's MassMutual Financial Group Experience September 2012 - Present
Job Head of Specialized Sales Engineering
Industry Financial Services
Experience
MassMutual Financial Group September 2012 - Present
MassMutual Financial Group April 2011 - September 2012
Mass Mutual September 2009 - April 2011
MassMutual October 2008 - September 2009
MassMutual Financial Group May 1996 - October 2008
Skills
Series 7
Education
The University of Connecticut School of Business 1996 — 2000
MBA, Finance
Western New England University 1992 — 1996
BSBA, Finance, Mathematics
MassMutual Financial Group September 2012 - Present
MassMutual Financial Group April 2011 - September 2012
Mass Mutual September 2009 - April 2011
MassMutual October 2008 - September 2009
MassMutual Financial Group May 1996 - October 2008
Skills
Series 7
Education
The University of Connecticut School of Business 1996 — 2000
MBA, Finance
Western New England University 1992 — 1996
BSBA, Finance, Mathematics
Jamela Bradford's MassMutual Financial Group Experience September 2009 - October 2010
Job Literacy Advocate
Industry Nonprofit Organization Management
Experience
Teach For America August 2013 - Present
Huntsville City Schools September 2013 - April 2015
Volunteer Huntsville, AL October 2012 - April 2015
Ouachita Calhoun County Literacy Council July 2011 - September 2012
MassMutual Financial Group September 2009 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Volunteering, Teaching Adults, Collaborative Problem..., Community Outreach, Communication Skills, Outstanding...
Education
The University of Memphis 2006 — 2009
Master of Business Administration (M.B.A.), Finance, Insurance, and Real Estate, 3.1
Tuskegee University 2000 — 2004
Bachelor of Science (BS), Sales/Marketing, 3.2
Teach For America August 2013 - Present
Huntsville City Schools September 2013 - April 2015
Volunteer Huntsville, AL October 2012 - April 2015
Ouachita Calhoun County Literacy Council July 2011 - September 2012
MassMutual Financial Group September 2009 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Volunteering, Teaching Adults, Collaborative Problem..., Community Outreach, Communication Skills, Outstanding...
Education
The University of Memphis 2006 — 2009
Master of Business Administration (M.B.A.), Finance, Insurance, and Real Estate, 3.1
Tuskegee University 2000 — 2004
Bachelor of Science (BS), Sales/Marketing, 3.2
Steven Marron Steven Marron's MassMutual Financial Group Experience September 2014 - December 2014
Job Financial Analyst at US Marshals
Industry Investment Banking
Experience
US Marshals May 2015 - Present
MassMutual Financial Group September 2014 - December 2014
J.Crew July 2012 - June 2014
Sam's Club June 2009 - April 2012
Skills
PowerPoint, Teamwork, Customer Service, Marketing Communications, Facebook, Microsoft Word, Microsoft Office, Event Planning, Microsoft Excel, Social Media, Public Speaking, Spanish, Leadership, Social Networking, Photoshop, Research, Outlook, Time Management, Team Leadership, Event Management, Sales, Public Relations, Marketing, Customer Satisfaction, Finance, Financial Analysis, Financial Modeling, Market Analysis, Analysis
Education
The University of Texas at San Antonio 2009 — 2014
Bachelor's Degree, Finance, General
US Marshals May 2015 - Present
MassMutual Financial Group September 2014 - December 2014
J.Crew July 2012 - June 2014
Sam's Club June 2009 - April 2012
Skills
PowerPoint, Teamwork, Customer Service, Marketing Communications, Facebook, Microsoft Word, Microsoft Office, Event Planning, Microsoft Excel, Social Media, Public Speaking, Spanish, Leadership, Social Networking, Photoshop, Research, Outlook, Time Management, Team Leadership, Event Management, Sales, Public Relations, Marketing, Customer Satisfaction, Finance, Financial Analysis, Financial Modeling, Market Analysis, Analysis
Education
The University of Texas at San Antonio 2009 — 2014
Bachelor's Degree, Finance, General
Elizabeth Brady Elizabeth Brady's MassMutual Financial Group Experience May 2012 - August 2014
Job Executive Banking Recruiter at SNI Financial
Industry Staffing and Recruiting
Experience
SNI Financial November 2014 - Present
MassMutual Financial Group May 2012 - August 2014
CompCare Healthcare Solutions September 2011 - May 2012
Elizabeth Brady Jewelry July 2001 - January 2011
Skills
Recruiting, Sales, Entrepreneurship, Leadership, Marketing, Networking, Outsourcing, Insurance, Finance, Financial Services, Financial Analysis, Customer Service, Public Speaking, Portfolio Management, Management
Education
The University of Georgia
BS, Child & Family Development
SNI Financial November 2014 - Present
MassMutual Financial Group May 2012 - August 2014
CompCare Healthcare Solutions September 2011 - May 2012
Elizabeth Brady Jewelry July 2001 - January 2011
Skills
Recruiting, Sales, Entrepreneurship, Leadership, Marketing, Networking, Outsourcing, Insurance, Finance, Financial Services, Financial Analysis, Customer Service, Public Speaking, Portfolio Management, Management
Education
The University of Georgia
BS, Child & Family Development
Laura Martin-Mills, PMP Laura Martin-Mills, PMP's MassMutual Financial Group Experience November 2007 - Present
Job Sr. Program Manager at Voya Financial
Industry Program Development
Experience
Voya Financial May 2015 - Present
MassMutual Financial Group November 2007 - Present
MassMutual 1991 - 2007
Skills
Test Management, Project Planning, Budgets, Defect Tracking, Business Readiness, Implementation..., Quality Center, Risk Management, Testing, Business Requirements, SDLC, Resource Management, PMO, Requirements Gathering, User Acceptance Testing, Project Portfolio..., PMP, Business Analysis, Visio, Vendor Management, Project Estimation, Forecasting, Project Management, MS Project, Requirements Analysis, Business Process..., Business Process, Software Project..., Agile Project Management, HP Quality Center
Education
University of New Haven 1996 — 1997
MS, Education
The University of Connecticut School of Business 1984 — 1988
Bachelors, Marketing, Information Management Systems
Voya Financial May 2015 - Present
MassMutual Financial Group November 2007 - Present
MassMutual 1991 - 2007
Skills
Test Management, Project Planning, Budgets, Defect Tracking, Business Readiness, Implementation..., Quality Center, Risk Management, Testing, Business Requirements, SDLC, Resource Management, PMO, Requirements Gathering, User Acceptance Testing, Project Portfolio..., PMP, Business Analysis, Visio, Vendor Management, Project Estimation, Forecasting, Project Management, MS Project, Requirements Analysis, Business Process..., Business Process, Software Project..., Agile Project Management, HP Quality Center
Education
University of New Haven 1996 — 1997
MS, Education
The University of Connecticut School of Business 1984 — 1988
Bachelors, Marketing, Information Management Systems
Jeff Jamieson Jeff Jamieson's MassMutual Financial Group Experience July 2005 - Present
Job Sales Consultant at Mass Mutual Retirement Services
Industry Financial Services
Experience
MassMutual Financial Group July 2005 - Present
Morgan Keegan January 2002 - November 2004
Skills
Mutual Funds, Employee Benefits, Retirement, Retirement Planning, 401k, Investments, Annuities, Insurance, Due Diligence, Asset Allocation, Series 6, Asset Management, Financial Services, Fixed Annuities, Sales, Wealth Management, Financial Planning, Series 63
Education
The University of Memphis 1995 — 2001
Bachelor of Business Administration, Finance
MassMutual Financial Group July 2005 - Present
Morgan Keegan January 2002 - November 2004
Skills
Mutual Funds, Employee Benefits, Retirement, Retirement Planning, 401k, Investments, Annuities, Insurance, Due Diligence, Asset Allocation, Series 6, Asset Management, Financial Services, Fixed Annuities, Sales, Wealth Management, Financial Planning, Series 63
Education
The University of Memphis 1995 — 2001
Bachelor of Business Administration, Finance
Nadia Oviedo Nadia Oviedo's MassMutual Financial Group Experience June 2011 - August 2011
Job
Industry Law Practice
Experience
Liberty Mutual Surety March 2014 - Present
University of Connecticut School of Law Intellectual Property Law Clinic August 2012 - December 2012
Liberty Mutual Insurance May 2012 - August 2012
MassMutual Financial Group June 2011 - August 2011
Millennium Research Group 2008 - 2010
State Street Bank & Trust 2006 - 2007
Skills
Qualitative Research, Research, Quantitative Research, Legal Research, Legal Writing, Public Speaking, Market Research, Spanish, Nonprofits
Education
The University of Connecticut School of Law 2010 — 2013
J.D, Law
DeGroote School of Business at McMaster University 2003 — 2008
Honors B.Comm., Commerce
Huron Heights Secondary
Liberty Mutual Surety March 2014 - Present
University of Connecticut School of Law Intellectual Property Law Clinic August 2012 - December 2012
Liberty Mutual Insurance May 2012 - August 2012
MassMutual Financial Group June 2011 - August 2011
Millennium Research Group 2008 - 2010
State Street Bank & Trust 2006 - 2007
Skills
Qualitative Research, Research, Quantitative Research, Legal Research, Legal Writing, Public Speaking, Market Research, Spanish, Nonprofits
Education
The University of Connecticut School of Law 2010 — 2013
J.D, Law
DeGroote School of Business at McMaster University 2003 — 2008
Honors B.Comm., Commerce
Huron Heights Secondary
Gary Sutter Gary Sutter's MassMutual Financial Group Experience 2000 - Present
Job Brokerage Director for MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group 2000 - Present
Skills
Fixed Annuities, Sales, Securities, Life Insurance, Disability Insurance, Marketing, Financial Planners, Long Term Care Insurance, Term Life Insurance, Insurance, Portfolio Management, Long-term Care, Retirement Planning
Education
The University of Memphis 1969 — 1973
Bachelor of Business Administration
MassMutual Financial Group 2000 - Present
Skills
Fixed Annuities, Sales, Securities, Life Insurance, Disability Insurance, Marketing, Financial Planners, Long Term Care Insurance, Term Life Insurance, Insurance, Portfolio Management, Long-term Care, Retirement Planning
Education
The University of Memphis 1969 — 1973
Bachelor of Business Administration
Peter Charette's MassMutual Financial Group Experience December 2012 - Present
Job Investment Consultant Investment Only at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group December 2012 - Present
The Hartford April 2011 - December 2012
The Hartford 2007 - 2011
MassMutual Financial Group 2006 - 2007
Skills
Stable Value, Mutual Funds, RFP, Product Management, Investments, Investment Management, 401k
Education
The University of Connecticut School of Business 2002 — 2006
B.S., Business Administration, Marketing
MassMutual Financial Group December 2012 - Present
The Hartford April 2011 - December 2012
The Hartford 2007 - 2011
MassMutual Financial Group 2006 - 2007
Skills
Stable Value, Mutual Funds, RFP, Product Management, Investments, Investment Management, 401k
Education
The University of Connecticut School of Business 2002 — 2006
B.S., Business Administration, Marketing
Fangyu Zhou's MassMutual Financial Group Experience February 2011 - February 2011
Job University of Southern California
Industry Financial Services
Experience
PwC July 2014 - August 2014
Mazars in Singapore May 2014 - June 2014
MassMutual Financial Group February 2011 - February 2011
Skills
Internal Controls, Analysis, Risk Management, Accounting, Management Consulting, Microsoft Office, Teamwork, Leadership, Auditing, Financial Reporting, English, Data Analysis, Access, Management, Financial Analysis
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master's degree, Finance, General
The Ohio State University Fisher College of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Zhejiang Gongshang University 2010 — 2012
Bachelor's degree, Accounting
PwC July 2014 - August 2014
Mazars in Singapore May 2014 - June 2014
MassMutual Financial Group February 2011 - February 2011
Skills
Internal Controls, Analysis, Risk Management, Accounting, Management Consulting, Microsoft Office, Teamwork, Leadership, Auditing, Financial Reporting, English, Data Analysis, Access, Management, Financial Analysis
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master's degree, Finance, General
The Ohio State University Fisher College of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Zhejiang Gongshang University 2010 — 2012
Bachelor's degree, Accounting
Julie Teague Petry Julie Teague Petry's MassMutual Financial Group Experience August 2010 - November 2012
Job Sales Specialist II at Harvey Watt & Company
Industry Insurance
Experience
Harvey Watt & Company June 2013 - Present
The Piedmont Group of Atlanta (MassMutual) November 2012 - June 2013
MassMutual Financial Group August 2010 - November 2012
Northwestern Mutual Financial Network - Goodwin, Wright March 2008 - August 2010
Alpha Staff January 2006 - March 2007
Skills
Sales, Recruiting, Cold Calling, Customer Service, Marketing, Outlook, Training, Team Building, Public Speaking, Leadership, Microsoft Office, Microsoft Excel, Strategic Planning, Event Planning, PowerPoint, Social Networking
Education
The University of Georgia 2002 — 2006
BA, Speech Communications
Harvey Watt & Company June 2013 - Present
The Piedmont Group of Atlanta (MassMutual) November 2012 - June 2013
MassMutual Financial Group August 2010 - November 2012
Northwestern Mutual Financial Network - Goodwin, Wright March 2008 - August 2010
Alpha Staff January 2006 - March 2007
Skills
Sales, Recruiting, Cold Calling, Customer Service, Marketing, Outlook, Training, Team Building, Public Speaking, Leadership, Microsoft Office, Microsoft Excel, Strategic Planning, Event Planning, PowerPoint, Social Networking
Education
The University of Georgia 2002 — 2006
BA, Speech Communications
Keith A. Guertin's MassMutual Financial Group Experience October 2008 - October 2009
Job Financial Advisor at Bukaty Companies Financial Services
Industry Financial Services
Experience
Bukaty Companies Financial Services April 2015 - Present
Cornerstone Financial Advisors, LLC/J.P. Turner & Co. January 2012 - March 2015
OneAmerica Financial Partners Inc. October 2009 - January 2013
MassMutual Financial Group October 2008 - October 2009
New England Financial January 2006 - October 2008
Education
University of Kansas 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance/Economics
Bukaty Companies Financial Services April 2015 - Present
Cornerstone Financial Advisors, LLC/J.P. Turner & Co. January 2012 - March 2015
OneAmerica Financial Partners Inc. October 2009 - January 2013
MassMutual Financial Group October 2008 - October 2009
New England Financial January 2006 - October 2008
Education
University of Kansas 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance/Economics
Steven Rigatti Steven Rigatti's MassMutual Financial Group Experience September 2015 - Present
Job VP Chief Medical officer at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group September 2015 - Present
American Academy of Insurance Medicine 2007 - Present
MassMutual Financial Group October 2013 - September 2015
MetLife October 2007 - September 2013
Executive Health Resources June 2006 - October 2007
MHS Primary Care July 1998 - May 2006
Skills
Training, Survival Analysis, Medicare, Public Speaking, Medicine, Risk Management, Healthcare, Clinical Research, Healthcare Information..., Hospitals, Medical Education, Healthcare Management, Data Analysis, Healthcare Consulting, Program Management, Insurance, Management
Education
The University of Connecticut School of Medicine 1991 — 1995
MD, Medicine
Worcester Polytechnic Institute 1987 — 1991
BS, Chemistry
MassMutual Financial Group September 2015 - Present
American Academy of Insurance Medicine 2007 - Present
MassMutual Financial Group October 2013 - September 2015
MetLife October 2007 - September 2013
Executive Health Resources June 2006 - October 2007
MHS Primary Care July 1998 - May 2006
Skills
Training, Survival Analysis, Medicare, Public Speaking, Medicine, Risk Management, Healthcare, Clinical Research, Healthcare Information..., Hospitals, Medical Education, Healthcare Management, Data Analysis, Healthcare Consulting, Program Management, Insurance, Management
Education
The University of Connecticut School of Medicine 1991 — 1995
MD, Medicine
Worcester Polytechnic Institute 1987 — 1991
BS, Chemistry
Allen Scott Allen Scott's MassMutual Financial Group Experience July 2012 - February 2013
Job HR Manager at ThomassonWhite
Industry Human Resources
Experience
Thomasson-White October 2014 - Present
Keller Williams Realty February 2014 - November 2014
Allstate Financial March 2013 - January 2014
MassMutual Financial Group July 2012 - February 2013
New York Life Insurance Company and NYLIFE Securities 2010 - July 2012
Independent Contractor 2005 - 2008
Enginuity Communications 2001 - 2005
Southwestern Bell Telephone Co. (SBC / AT&T) 1975 - 2000
Education
University of Texas at Dallas - Naveen Jindal School of Management
MS, Business Management and Administration / Finance
The University of Texas at Arlington
BA, Political Science / Business
Irving High School
Thomasson-White October 2014 - Present
Keller Williams Realty February 2014 - November 2014
Allstate Financial March 2013 - January 2014
MassMutual Financial Group July 2012 - February 2013
New York Life Insurance Company and NYLIFE Securities 2010 - July 2012
Independent Contractor 2005 - 2008
Enginuity Communications 2001 - 2005
Southwestern Bell Telephone Co. (SBC / AT&T) 1975 - 2000
Education
University of Texas at Dallas - Naveen Jindal School of Management
MS, Business Management and Administration / Finance
The University of Texas at Arlington
BA, Political Science / Business
Irving High School
Joshua Hoeft Joshua Hoeft's MassMutual Financial Group Experience April 1993 - January 1995
Job
Industry Information Technology and Services
Experience
HP Enterprise Services November 2012 - Present
Sogeti April 2012 - November 2012
HP December 2009 - May 2012
STARK Holdings Inc. March 2009 - December 2009
ETC Solutions June 2008 - March 2009
Dell, Inc March 2005 - June 2008
Dell, Inc March 2003 - March 2005
Fast Network Design February 2002 - March 2003
Harte-Hanks January 1995 - February 2002
MassMutual Financial Group April 1993 - January 1995
Skills
Virtualization, Storage, Cloud Computing, Data Center, Solution Selling, VMware, SaaS, Enterprise Software, Disaster Recovery, Storage Area Networks, Storage Virtualization, Servers, Professional Services, NAS, HP, Enterprise Architecture, Partner Management, Enterprise Storage, Business Alliances, Integration, Linux, Hardware, VDI, Business Intelligence, Business Continuity, Managed Services, Salesforce.com, Software Industry, Channel, Networking, Security, Solution Architecture, ITIL, VMware Infrastructure, VMware ESX, Troubleshooting, IT Strategy, High Availability, Operating Systems, SAN, Persuasive Presentation..., Server Architecture, Network Administration, vSphere, Business Development, Cisco Technologies, NetApp, IT Service Management, Storage Solutions
Education
The University of Texas at Austin
HP Enterprise Services November 2012 - Present
Sogeti April 2012 - November 2012
HP December 2009 - May 2012
STARK Holdings Inc. March 2009 - December 2009
ETC Solutions June 2008 - March 2009
Dell, Inc March 2005 - June 2008
Dell, Inc March 2003 - March 2005
Fast Network Design February 2002 - March 2003
Harte-Hanks January 1995 - February 2002
MassMutual Financial Group April 1993 - January 1995
Skills
Virtualization, Storage, Cloud Computing, Data Center, Solution Selling, VMware, SaaS, Enterprise Software, Disaster Recovery, Storage Area Networks, Storage Virtualization, Servers, Professional Services, NAS, HP, Enterprise Architecture, Partner Management, Enterprise Storage, Business Alliances, Integration, Linux, Hardware, VDI, Business Intelligence, Business Continuity, Managed Services, Salesforce.com, Software Industry, Channel, Networking, Security, Solution Architecture, ITIL, VMware Infrastructure, VMware ESX, Troubleshooting, IT Strategy, High Availability, Operating Systems, SAN, Persuasive Presentation..., Server Architecture, Network Administration, vSphere, Business Development, Cisco Technologies, NetApp, IT Service Management, Storage Solutions
Education
The University of Texas at Austin
Abbey Thomas's MassMutual Financial Group Experience 2006 - 2009
Job Vice President at Domestic Violence Protection Services Agency
Industry Security and Investigations
Experience
Domestic Violence Protection Services Agency September 2009 - Present
Resurrection Downtown August 2010 - July 2012
Church of the Resurrection March 2009 - January 2010
MassMutual Financial Group 2006 - 2009
Mortgage Lenders of America 2007 - 2008
Blue Cross and Blue Shield of Kansas July 2002 - February 2004
Skills
Life Insurance, IRAs, 401k, Disability Insurance, Non-profits, New Business Development, Strategic Financial..., Strategic Planning, Leadership, Team Building, Coaching, Customer Service, Mutual Funds, Long Term Care Insurance, Health Insurance, Wealth Accumulation
Education
University of Kansas 1997 — 2002
B.S., Business Administration
Domestic Violence Protection Services Agency September 2009 - Present
Resurrection Downtown August 2010 - July 2012
Church of the Resurrection March 2009 - January 2010
MassMutual Financial Group 2006 - 2009
Mortgage Lenders of America 2007 - 2008
Blue Cross and Blue Shield of Kansas July 2002 - February 2004
Skills
Life Insurance, IRAs, 401k, Disability Insurance, Non-profits, New Business Development, Strategic Financial..., Strategic Planning, Leadership, Team Building, Coaching, Customer Service, Mutual Funds, Long Term Care Insurance, Health Insurance, Wealth Accumulation
Education
University of Kansas 1997 — 2002
B.S., Business Administration
Trapper Wagner's MassMutual Financial Group Experience January 2014 - Present
Job Financial Services Professional at Pinnacle Financial Group, Minot ND
Industry Financial Services
Experience
Pinnacle Financial Group, Minot ND May 2014 - Present
MassMutual Financial Group January 2014 - Present
Coca-Cola Refreshments July 2010 - January 2014
Coca-Cola Enterprises April 2009 - June 2010
Coca-Cola Enterprises January 2008 - March 2009
Scheels April 2007 - January 2008
Scheels April 2005 - April 2007
Scheels May 2003 - March 2005
Skills
Sales Operations, Sales Management, Sales, Forecasting, Direct Store Delivery, Account Management, Financial Services, Insurance, Consumer Products, Merchandising, FMCG, Brand Management, Trade Marketing, Team Leadership, P&L
Education
Valley City State University 2001 — 2003
Bachelor of Business Administration (B.B.A.), Marketing/Management
The University of North Dakota 1998 — 2000
General Studies, Business Administration and Management, General
Pinnacle Financial Group, Minot ND May 2014 - Present
MassMutual Financial Group January 2014 - Present
Coca-Cola Refreshments July 2010 - January 2014
Coca-Cola Enterprises April 2009 - June 2010
Coca-Cola Enterprises January 2008 - March 2009
Scheels April 2007 - January 2008
Scheels April 2005 - April 2007
Scheels May 2003 - March 2005
Skills
Sales Operations, Sales Management, Sales, Forecasting, Direct Store Delivery, Account Management, Financial Services, Insurance, Consumer Products, Merchandising, FMCG, Brand Management, Trade Marketing, Team Leadership, P&L
Education
Valley City State University 2001 — 2003
Bachelor of Business Administration (B.B.A.), Marketing/Management
The University of North Dakota 1998 — 2000
General Studies, Business Administration and Management, General
Michael Dansereau's MassMutual Financial Group Experience January 2013 - March 2014
Job Regional Manager Retirement Plans
Industry Financial Services
Experience
Sentry Insurance March 2014 - Present
MassMutual Financial Group January 2013 - March 2014
The Hartford November 2011 - December 2012
The Hartford January 2011 - November 2011
The Hartford November 2007 - January 2011
Nutmeg Mortgage Co. January 2003 - May 2006
Fine Squared June 2001 - September 2001
Skills
Sales, Sales Management, Finance, Business Development, Marketing, 401k, Mutual Funds, Cash Balance, Defined Benefit, Investments, Retirement, Fixed Annuities, Retirement Planning, FINRA, Employee Benefits, IRAs, Series 6, Series 63, Licensed Life & Health..., Web Design, Graphic Design
Education
The University of Connecticut School of Business
Finance
Sentry Insurance March 2014 - Present
MassMutual Financial Group January 2013 - March 2014
The Hartford November 2011 - December 2012
The Hartford January 2011 - November 2011
The Hartford November 2007 - January 2011
Nutmeg Mortgage Co. January 2003 - May 2006
Fine Squared June 2001 - September 2001
Skills
Sales, Sales Management, Finance, Business Development, Marketing, 401k, Mutual Funds, Cash Balance, Defined Benefit, Investments, Retirement, Fixed Annuities, Retirement Planning, FINRA, Employee Benefits, IRAs, Series 6, Series 63, Licensed Life & Health..., Web Design, Graphic Design
Education
The University of Connecticut School of Business
Finance
Joseph Iadarola, Jr., CCIM, CRI Joseph Iadarola, Jr., CCIM, CRI's MassMutual Financial Group Experience January 2000 - January 2003
Job Managing Director at Cornerstone Real Estate Advisers, LLC
Industry Real Estate
Experience
Cornerstone Real Estate Advisers January 1992 - Present
MassMutual Financial Group January 2000 - January 2003
Skills
Real Estate Finance, Valuation, Loans, Real Estate Economics, Disposition, Finance, Commercial Real Estate, Real Estate, Investment Properties, Portfolio Management, Underwriting, Mortgage Lending, Residential Homes, Real Estate Development, Asset Management, Due Diligence, Appraisals, Real Estate Transactions, Investments, Commercial Mortgages
Education
The University of Connecticut School of Business 1978 — 1982
BS
University of Connecticut 1978 — 1982
BS
Cornerstone Real Estate Advisers January 1992 - Present
MassMutual Financial Group January 2000 - January 2003
Skills
Real Estate Finance, Valuation, Loans, Real Estate Economics, Disposition, Finance, Commercial Real Estate, Real Estate, Investment Properties, Portfolio Management, Underwriting, Mortgage Lending, Residential Homes, Real Estate Development, Asset Management, Due Diligence, Appraisals, Real Estate Transactions, Investments, Commercial Mortgages
Education
The University of Connecticut School of Business 1978 — 1982
BS
University of Connecticut 1978 — 1982
BS
Joseph W Jacobs Joseph W Jacobs's MassMutual Financial Group Experience April 1997 - September 2011
Job Financial Services Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company September 2011 - Present
MassMutual Financial Group April 1997 - September 2011
Northwestern Mutual January 1982 - April 1997
Skills
Licensed Life & Health..., Investments, Asset Protection, Estate Planning, Gifting Strategies, Protection..., Retirement Planning, Small Business, Key Person Protection, Succession Planning, Wealth Preservation..., Annuity Sales, 401k Rollovers, Retirement
Education
The Ohio State University 1959 — 1968
Bachelor of Science (BS), Psychology
New York Life Insurance Company September 2011 - Present
MassMutual Financial Group April 1997 - September 2011
Northwestern Mutual January 1982 - April 1997
Skills
Licensed Life & Health..., Investments, Asset Protection, Estate Planning, Gifting Strategies, Protection..., Retirement Planning, Small Business, Key Person Protection, Succession Planning, Wealth Preservation..., Annuity Sales, 401k Rollovers, Retirement
Education
The Ohio State University 1959 — 1968
Bachelor of Science (BS), Psychology
Charlotte Cooper, CLU, LUTCF Charlotte Cooper, CLU, LUTCF's MassMutual Financial Group Experience June 1991 - Present
Job Financial Services Rep. at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group June 1991 - Present
MassMutual Financial Group June 1991 - Present
American United Life October 1984 - June 1991
Union Central Life January 1983 - October 1984
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Series 7, Strategic Financial..., Disability Insurance, Investments, Series 63, Life Insurance, Wealth Management, Insurance, IRAs, Long-term Care, 401k, Financial Services, Term Life Insurance, Health Insurance
Education
The University of Memphis 1968 — 1970
2 yrs. of study, Business Administration, Management and Operations
Central High School 1964 — 1968
MassMutual Financial Group June 1991 - Present
MassMutual Financial Group June 1991 - Present
American United Life October 1984 - June 1991
Union Central Life January 1983 - October 1984
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Series 7, Strategic Financial..., Disability Insurance, Investments, Series 63, Life Insurance, Wealth Management, Insurance, IRAs, Long-term Care, 401k, Financial Services, Term Life Insurance, Health Insurance
Education
The University of Memphis 1968 — 1970
2 yrs. of study, Business Administration, Management and Operations
Central High School 1964 — 1968
Matthew Sedlock Matthew Sedlock's MassMutual Financial Group Experience September 2013 - Present
Job Actuarial Consultant at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group September 2013 - Present
Swarthmore College August 2012 - September 2013
AEGON Americas June 2013 - August 2013
Johns Hopkins University September 2011 - December 2011
Skills
Statistics, Data Analysis, R, Statistical Modeling, Teaching, Probability, Variable Annuities, Prophet Modeling, Axis Modeling, Market Risk, Financial Risk, Actuarial Science, Life Insurance, Quantitative Finance, Insurance
Education
The Johns Hopkins University 2007 — 2012
Doctor of Philosophy (Ph.D.), Applied Mathematics and Statistics
The Johns Hopkins University 2007 — 2009
Master of Science in Engineering (M.S.E.), Applied Mathematics and Statistics
The Johns Hopkins University 2003 — 2007
Bachelor of Arts (B.A.), Mathematics and Applied Mathematics and Statistics
MassMutual Financial Group September 2013 - Present
Swarthmore College August 2012 - September 2013
AEGON Americas June 2013 - August 2013
Johns Hopkins University September 2011 - December 2011
Skills
Statistics, Data Analysis, R, Statistical Modeling, Teaching, Probability, Variable Annuities, Prophet Modeling, Axis Modeling, Market Risk, Financial Risk, Actuarial Science, Life Insurance, Quantitative Finance, Insurance
Education
The Johns Hopkins University 2007 — 2012
Doctor of Philosophy (Ph.D.), Applied Mathematics and Statistics
The Johns Hopkins University 2007 — 2009
Master of Science in Engineering (M.S.E.), Applied Mathematics and Statistics
The Johns Hopkins University 2003 — 2007
Bachelor of Arts (B.A.), Mathematics and Applied Mathematics and Statistics
David Skonhovd David Skonhovd's MassMutual Financial Group Experience January 2009 - September 2009
Job .
Industry Market Research
Experience
Great Neck Tools July 2011 - Present
MassMutual Financial Group January 2009 - September 2009
University of Memphis June 2005 - August 2006
AS Hospitality May 2003 - December 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Market Research, Microsoft Office, Analysis, Access
Education
The University of Memphis 2009 — 2010
Master's, Business Administration
The University of Memphis 2002 — 2006
Bachelor's, Business Administration (Economics)
High School
Great Neck Tools July 2011 - Present
MassMutual Financial Group January 2009 - September 2009
University of Memphis June 2005 - August 2006
AS Hospitality May 2003 - December 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Market Research, Microsoft Office, Analysis, Access
Education
The University of Memphis 2009 — 2010
Master's, Business Administration
The University of Memphis 2002 — 2006
Bachelor's, Business Administration (Economics)
High School
Steed Carson's MassMutual Financial Group Experience July 2011 - Present
Job Retirement Services at MassMutual
Industry Financial Services
Experience
MassMutual Financial Group July 2011 - Present
Suksanareewittaya School- Bangkok May 2009 - March 2010
Education
The University of Memphis 2003 — 2008
English, Creative Writing
The University of Memphis
Master of Business Administration (MBA), MBA Student
MassMutual Financial Group July 2011 - Present
Suksanareewittaya School- Bangkok May 2009 - March 2010
Education
The University of Memphis 2003 — 2008
English, Creative Writing
The University of Memphis
Master of Business Administration (MBA), MBA Student
Ted R. Crockett Jr Ted R. Crockett Jr's MassMutual Financial Group Experience November 2007 - April 2009
Job Sr. Systems Planning Analyst at Cigna
Industry Insurance
Experience
Cigna June 2013 - Present
Aetna August 2011 - December 2012
MassMutual Financial Group November 2007 - April 2009
CIGNA Corporation March 2002 - November 2006
CIGNA 1983 - 2006
Skills
Website Development, Operations Management, Data Governance, Production Support, Customer Reporting, Data Analysis, Help Desk Implementation, Data Integration, Product Management, Informatics, Employee Benefits, DB2, Data Structures, Leadership, Resource Management, IT Management, IT Strategy, Management, PMP, SDLC, Disaster Recovery, Business Analysis, Vendor Management, Change Management, Help Desk Support, Visio, Data Warehousing, Analytics, Project Portfolio...
Education
The University of Connecticut School of Business 1972 — 1976
Bachelor of Science (BS), Finance, General
Cigna June 2013 - Present
Aetna August 2011 - December 2012
MassMutual Financial Group November 2007 - April 2009
CIGNA Corporation March 2002 - November 2006
CIGNA 1983 - 2006
Skills
Website Development, Operations Management, Data Governance, Production Support, Customer Reporting, Data Analysis, Help Desk Implementation, Data Integration, Product Management, Informatics, Employee Benefits, DB2, Data Structures, Leadership, Resource Management, IT Management, IT Strategy, Management, PMP, SDLC, Disaster Recovery, Business Analysis, Vendor Management, Change Management, Help Desk Support, Visio, Data Warehousing, Analytics, Project Portfolio...
Education
The University of Connecticut School of Business 1972 — 1976
Bachelor of Science (BS), Finance, General
Karol Edmunds Karol Edmunds's MassMutual Financial Group Experience April 2013 - January 2014
Job Licensed Insurance Advisor at Cornerstone Senior Services, LLC
Industry Financial Services
Experience
Cornerstone Senior Services March 2014 - Present
Mary Kay Inc. May 1990 - Present
MassMutual Financial Group April 2013 - January 2014
Kairos Prison Ministry International Foundation 2013 - 2014
Romp n' Roll June 2012 - May 2013
Powhatan Dept. of Social Services Partners In Prevention 1998 - 2001
Skills
Leadership, Marketing, Analysis, Sales, Finance, Event Planning, Public Speaking, Fundraising, Training, Social Networking, Small Business, Fixed Annuities, Life Insurance, Insurance, Medicare
Education
The University of Akron 1983 — 1990
Bachelor of Arts (B.A.), Family and Community Services
Cornerstone Senior Services March 2014 - Present
Mary Kay Inc. May 1990 - Present
MassMutual Financial Group April 2013 - January 2014
Kairos Prison Ministry International Foundation 2013 - 2014
Romp n' Roll June 2012 - May 2013
Powhatan Dept. of Social Services Partners In Prevention 1998 - 2001
Skills
Leadership, Marketing, Analysis, Sales, Finance, Event Planning, Public Speaking, Fundraising, Training, Social Networking, Small Business, Fixed Annuities, Life Insurance, Insurance, Medicare
Education
The University of Akron 1983 — 1990
Bachelor of Arts (B.A.), Family and Community Services
Jonathan Barshop Jonathan Barshop's MassMutual Financial Group Experience May 2012 - July 2012
Job Finance LDP at Textron
Industry Financial Services
Experience
Bell Helicopter August 2015 - Present
Textron Systems August 2014 - August 2015
Terry College of Business August 2013 - May 2014
UGA Finance Society January 2013 - May 2014
NuStar Energy L.P. June 2013 - August 2013
MassMutual Financial Group May 2012 - July 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Modeling, Valuation, Leadership, Social Media, Financial Analysis, Public Speaking, Finance, Research, Data Analysis
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Bell Helicopter August 2015 - Present
Textron Systems August 2014 - August 2015
Terry College of Business August 2013 - May 2014
UGA Finance Society January 2013 - May 2014
NuStar Energy L.P. June 2013 - August 2013
MassMutual Financial Group May 2012 - July 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Modeling, Valuation, Leadership, Social Media, Financial Analysis, Public Speaking, Finance, Research, Data Analysis
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Daniel Sheets Daniel Sheets's MassMutual Financial Group Experience March 2013 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group March 2013 - Present
Meijer June 2009 - March 2013
Teleperformance January 2005 - April 2009
Education
The Ohio State University 2001 — 2010
BS, Consumer and Family Financial Services
MassMutual Financial Group March 2013 - Present
Meijer June 2009 - March 2013
Teleperformance January 2005 - April 2009
Education
The Ohio State University 2001 — 2010
BS, Consumer and Family Financial Services
Adam Edelen Adam Edelen's MassMutual Financial Group Experience January 2015 - Present
Job Life Underwriter at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group January 2015 - Present
Transamerica Life Insurance Company February 2008 - December 2014
Bank of America June 2007 - December 2007
Nationstar Mortgage January 2007 - June 2007
LandSafe December 2005 - December 2006
Fidelity National Financial October 2000 - March 2005
Skills
Life Insurance, Flood Insurance, Underwriting, Mortgage Lending, Loans, Term Life Insurance, Insurance, Long-term Care, General Insurance, Reinsurance, Financial Services, Financial Risk, Universal Life, Long Term Care Insurance
Education
The University of Texas at Arlington - College of Business Administration 2000 — 2005
BBA, Management
MassMutual Financial Group January 2015 - Present
Transamerica Life Insurance Company February 2008 - December 2014
Bank of America June 2007 - December 2007
Nationstar Mortgage January 2007 - June 2007
LandSafe December 2005 - December 2006
Fidelity National Financial October 2000 - March 2005
Skills
Life Insurance, Flood Insurance, Underwriting, Mortgage Lending, Loans, Term Life Insurance, Insurance, Long-term Care, General Insurance, Reinsurance, Financial Services, Financial Risk, Universal Life, Long Term Care Insurance
Education
The University of Texas at Arlington - College of Business Administration 2000 — 2005
BBA, Management
Amit Phansalkar Amit Phansalkar's MassMutual Financial Group Experience 2013 - 2014
Job Tech Entrepreneur and Data Scientist & Evangelist
Industry Marketing and Advertising
Experience
Netra Systems Inc 2014 - Present
sostec.io 2014 - Present
I-COM Data Science Board 2014 - Present
MassMutual Financial Group 2013 - 2014
Millward Brown digital 2011 - 2013
Cognika Corp 2009 - 2012
Cytel 2007 - 2009
ARUP Laboratories 2005 - 2007
Prolexys Pharmaceuticals Inc 2001 - 2005
Skills
Statistical Modeling, Analytics, Statistics, Data Analysis, Predictive Analytics, Segmentation, Data Mining, Customer Insight, Predictive Modeling, Quantitative Analytics
Education
The University of New Mexico 1999 — 2001
MS, Statistics
University of Pune
Bachelor of Science (BS), Mechanical Engineering
Netra Systems Inc 2014 - Present
sostec.io 2014 - Present
I-COM Data Science Board 2014 - Present
MassMutual Financial Group 2013 - 2014
Millward Brown digital 2011 - 2013
Cognika Corp 2009 - 2012
Cytel 2007 - 2009
ARUP Laboratories 2005 - 2007
Prolexys Pharmaceuticals Inc 2001 - 2005
Skills
Statistical Modeling, Analytics, Statistics, Data Analysis, Predictive Analytics, Segmentation, Data Mining, Customer Insight, Predictive Modeling, Quantitative Analytics
Education
The University of New Mexico 1999 — 2001
MS, Statistics
University of Pune
Bachelor of Science (BS), Mechanical Engineering
Chelsea Kuo MS, RD Chelsea Kuo MS, RD's MassMutual Financial Group Experience 2009 - 2011
Job Dietitian at San Mateo Medical Center
Industry Hospital & Health Care
Experience
Twin Cities Community Hospital 2013 - 2013
LeBonheur Children’s Hospital, The Regional Medical Center, WIC and others 2012 - 2012
University of Tennessee Boling Center for Children with Developmental Disability 2011 - 2012
MassMutual Financial Group 2009 - 2011
Kaiser Permanente 2008 - 2008
Morgan Stanley 2008 - 2008
Abbott Laboratories 2007 - 2007
Skills
Japanese, Mandarin, English, Teaching, Project Finance, Clinical Nutrition, Medical Nutrition..., Sales, Nutrition, Healthcare, PowerPoint, Research
Education
The University of Memphis
MS
University of California, Davis
BS
Twin Cities Community Hospital 2013 - 2013
LeBonheur Children’s Hospital, The Regional Medical Center, WIC and others 2012 - 2012
University of Tennessee Boling Center for Children with Developmental Disability 2011 - 2012
MassMutual Financial Group 2009 - 2011
Kaiser Permanente 2008 - 2008
Morgan Stanley 2008 - 2008
Abbott Laboratories 2007 - 2007
Skills
Japanese, Mandarin, English, Teaching, Project Finance, Clinical Nutrition, Medical Nutrition..., Sales, Nutrition, Healthcare, PowerPoint, Research
Education
The University of Memphis
MS
University of California, Davis
BS
Pedro Parjus's MassMutual Financial Group Experience May 2011 - August 2011
Job Associate at TPG Capital
Industry Venture Capital & Private Equity
Experience
TPG Capital August 2015 - Present
BlackRock August 2013 - July 2015
Balboa Bank & Trust August 2012 - August 2012
Merrill Lynch May 2012 - July 2012
Merrill Lynch September 2011 - December 2011
MassMutual Financial Group May 2011 - August 2011
Bamerica Corporation May 2010 - August 2010
Kurzban, Kurzban, Weinger, & Tetzelli LLP June 2009 - August 2009
Skills
Financial Services, Sales, Asset Management, Asset Allocation, Corporate Finance, Microsoft Office, Data Analysis, UCITS, Private Equity, Venture Capital, Offshore Wealth, Alternative Investments, Microsoft Excel, PowerPoint, Finance
Education
Vanderbilt University 2009 — 2012
Bachelor's, Economics, Finance, Corporate Strategy
London School of Economics and Political Science 2011 — 2011
University School of Nova Southeastern University 2005 — 2009
Diploma
TPG Capital August 2015 - Present
BlackRock August 2013 - July 2015
Balboa Bank & Trust August 2012 - August 2012
Merrill Lynch May 2012 - July 2012
Merrill Lynch September 2011 - December 2011
MassMutual Financial Group May 2011 - August 2011
Bamerica Corporation May 2010 - August 2010
Kurzban, Kurzban, Weinger, & Tetzelli LLP June 2009 - August 2009
Skills
Financial Services, Sales, Asset Management, Asset Allocation, Corporate Finance, Microsoft Office, Data Analysis, UCITS, Private Equity, Venture Capital, Offshore Wealth, Alternative Investments, Microsoft Excel, PowerPoint, Finance
Education
Vanderbilt University 2009 — 2012
Bachelor's, Economics, Finance, Corporate Strategy
London School of Economics and Political Science 2011 — 2011
University School of Nova Southeastern University 2005 — 2009
Diploma
Tim Bourdon Tim Bourdon's MassMutual Financial Group Experience December 2010 - August 2012
Job Institutional Sales at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management August 2012 - Present
MassMutual Financial Group December 2010 - August 2012
Sports Technologies, LLC (fka Sports Technologies Inc) December 2006 - December 2010
Conning September 2006 - February 2007
Education
Trinity College-Hartford
B.A., Economics
The University of Connecticut School of Business
Master of Business Administration (M.B.A.), Finance
Northwest Catholic High School
Babson Capital Management August 2012 - Present
MassMutual Financial Group December 2010 - August 2012
Sports Technologies, LLC (fka Sports Technologies Inc) December 2006 - December 2010
Conning September 2006 - February 2007
Education
Trinity College-Hartford
B.A., Economics
The University of Connecticut School of Business
Master of Business Administration (M.B.A.), Finance
Northwest Catholic High School
Sierra Callahan's MassMutual Financial Group Experience June 2015 - September 2015
Job Account Executive at Creative Consultants
Industry Marketing and Advertising
Experience
Course Hero September 2015 - Present
Creative Consultants September 2015 - Present
MassMutual Financial Group June 2015 - September 2015
Athena Wellness February 2015 - August 2015
Classic City Detail March 2014 - August 2015
Infield Promotional Staffing LLC September 2012 - October 2013
Pazzo MMX November 2011 - August 2012
Ricky's at Red Bank April 2010 - October 2011
Skills
Marketing, Social Media Marketing, Sales, Customer Service, Adobe Creative Suite, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Research, Cashiering, Cash Register, Restaurants, Leadership
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing and International Business with a French Minor
Course Hero September 2015 - Present
Creative Consultants September 2015 - Present
MassMutual Financial Group June 2015 - September 2015
Athena Wellness February 2015 - August 2015
Classic City Detail March 2014 - August 2015
Infield Promotional Staffing LLC September 2012 - October 2013
Pazzo MMX November 2011 - August 2012
Ricky's at Red Bank April 2010 - October 2011
Skills
Marketing, Social Media Marketing, Sales, Customer Service, Adobe Creative Suite, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Research, Cashiering, Cash Register, Restaurants, Leadership
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing and International Business with a French Minor
Michael Lyon Michael Lyon's MassMutual Financial Group Experience January 2015 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2015 - Present
Family Video May 2014 - Present
Skills
Financial Services, Personal Finance, Microsoft Office, Sales, Series 6, Life & Health Insurance..., Disability Insurance, Life Insurance, Long Term Care Insurance, Investments, Retirement Planning, Customer Service, College Education..., Microsoft Excel, PowerPoint, Leadership, Public Speaking, Strategic Planning, Microsoft Word, Retail, Inventory Management, SAP ERP
Education
Youngstown State University 2012 — 2015
Bachelor degree in Marketing Management, Graduate
The University of Akron 2010 — 2012
Accounting
MassMutual Financial Group January 2015 - Present
Family Video May 2014 - Present
Skills
Financial Services, Personal Finance, Microsoft Office, Sales, Series 6, Life & Health Insurance..., Disability Insurance, Life Insurance, Long Term Care Insurance, Investments, Retirement Planning, Customer Service, College Education..., Microsoft Excel, PowerPoint, Leadership, Public Speaking, Strategic Planning, Microsoft Word, Retail, Inventory Management, SAP ERP
Education
Youngstown State University 2012 — 2015
Bachelor degree in Marketing Management, Graduate
The University of Akron 2010 — 2012
Accounting
Esvin Tuesta's MassMutual Financial Group Experience January 2014 - Present
Job Annuity New Business Team Lead MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2014 - Present
MassMutual Financial Group April 2013 - January 2014
MassMutual Financial Group August 2011 - March 2013
Footprints Shoes & Accessories November 2007 - August 2011
Education
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science, Business and Technology
MassMutual Financial Group January 2014 - Present
MassMutual Financial Group April 2013 - January 2014
MassMutual Financial Group August 2011 - March 2013
Footprints Shoes & Accessories November 2007 - August 2011
Education
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science, Business and Technology
Amir Pouri's MassMutual Financial Group Experience July 2010 - Present
Job District Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2010 - Present
MetLife August 2001 - June 2010
Prudential Financial March 1993 - August 2001
Skills
Retirement Planning, Health Insurance, Investments, Recruiting, Sales, Management, Estate Planning, 401k Rollovers, 401k, Financial Training, Marketing
Education
The University of Kansas
Finance
The University of Kansas
MassMutual Financial Group July 2010 - Present
MetLife August 2001 - June 2010
Prudential Financial March 1993 - August 2001
Skills
Retirement Planning, Health Insurance, Investments, Recruiting, Sales, Management, Estate Planning, 401k Rollovers, 401k, Financial Training, Marketing
Education
The University of Kansas
Finance
The University of Kansas
John Melchior, LUTCF John Melchior, LUTCF's MassMutual Financial Group Experience February 2014 - Present
Job Agency Managing Director at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group February 2014 - Present
New York Life Insurance Company March 2009 - January 2014
Allstate May 2004 - May 2009
Prudential Financial March 1975 - May 2004
Skills
Life and Health..., Disability Insurance, Estate Planning, Retirement Planning, Series 6, Series 63, Series 26, Series 51, Long Term Care Insurance, Property & Casualty...
Education
State University of Cobbleskill
Agricultural Business
The University of Georgia
Business
MassMutual Financial Group February 2014 - Present
New York Life Insurance Company March 2009 - January 2014
Allstate May 2004 - May 2009
Prudential Financial March 1975 - May 2004
Skills
Life and Health..., Disability Insurance, Estate Planning, Retirement Planning, Series 6, Series 63, Series 26, Series 51, Long Term Care Insurance, Property & Casualty...
Education
State University of Cobbleskill
Agricultural Business
The University of Georgia
Business
Kat Fitzon Kat Fitzon's MassMutual Financial Group Experience May 2012 - August 2012
Job Tax Associate at Vogel CPAs, PC
Industry Accounting
Experience
Vogel CPAs, PC January 2015 - Present
University of Texas at Arlington October 2013 - December 2014
ECOM Trading May 2014 - August 2014
Trinity Industries June 2013 - August 2013
Perry Castaneda Library mail center September 2011 - May 2013
MassMutual Financial Group May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Customer Service, Outlook, Research, Teamwork, Time Management, Social Media, Public Speaking, Cpr Certified, Leadership, Data Analysis, Accounting, Tax, Financial Analysis
Education
The University of Texas at Arlington 2013 — 2014
Master of Science in Taxation, Taxation
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Vogel CPAs, PC January 2015 - Present
University of Texas at Arlington October 2013 - December 2014
ECOM Trading May 2014 - August 2014
Trinity Industries June 2013 - August 2013
Perry Castaneda Library mail center September 2011 - May 2013
MassMutual Financial Group May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Customer Service, Outlook, Research, Teamwork, Time Management, Social Media, Public Speaking, Cpr Certified, Leadership, Data Analysis, Accounting, Tax, Financial Analysis
Education
The University of Texas at Arlington 2013 — 2014
Master of Science in Taxation, Taxation
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Nancy Kamal Nancy Kamal's MassMutual Financial Group Experience July 2014 - August 2015
Job Recruiting Professional Specializing in Agency Staffing and Program Development
Industry Financial Services
Experience
Cornerstone RPO September 2015 - Present
Genworth September 2015 - Present
MassMutual Financial Group July 2014 - August 2015
Studio Center 2013 - 2014
Town of Blacksburg 2010 - 2013
Hampton Research & Development January 2000 - May 2006
Skills
Leadership, Customer Service, Public Speaking, Event Planning, Public Relations, Time Management, Social Networking, Microsoft Office, Microsoft Excel, Recruiting, Community Outreach, Team Building, Editing, Policy, Data Entry, Management, Government, Microsoft Word, PowerPoint, Critical Thinking, Volunteer Management, Outlook, Social Media, Coaching, Nonprofits, Access, Training, Research, Human Resources, Teamwork, Event Management, Fundraising, Strategic Planning, Program Management, Administrative..., Data Analysis, Analysis, Blogging, Press Releases, Team Leadership, Facebook, Budgets, Grants, Inventory Management, Project Management, Teaching, Grant Writing, Technical Writing, Spanish, AED
Education
The University of Virginia's College at Wise 2006 — 2010
Bachelor’s Degree, Communication and Media Studies
Cornerstone RPO September 2015 - Present
Genworth September 2015 - Present
MassMutual Financial Group July 2014 - August 2015
Studio Center 2013 - 2014
Town of Blacksburg 2010 - 2013
Hampton Research & Development January 2000 - May 2006
Skills
Leadership, Customer Service, Public Speaking, Event Planning, Public Relations, Time Management, Social Networking, Microsoft Office, Microsoft Excel, Recruiting, Community Outreach, Team Building, Editing, Policy, Data Entry, Management, Government, Microsoft Word, PowerPoint, Critical Thinking, Volunteer Management, Outlook, Social Media, Coaching, Nonprofits, Access, Training, Research, Human Resources, Teamwork, Event Management, Fundraising, Strategic Planning, Program Management, Administrative..., Data Analysis, Analysis, Blogging, Press Releases, Team Leadership, Facebook, Budgets, Grants, Inventory Management, Project Management, Teaching, Grant Writing, Technical Writing, Spanish, AED
Education
The University of Virginia's College at Wise 2006 — 2010
Bachelor’s Degree, Communication and Media Studies
Steve Schadler Steve Schadler's MassMutual Financial Group Experience July 2013 - Present
Job Financial Planner at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2013 - Present
Schadler Realty Investment Group 2003 - 2013
Thompson Hospitality 2006 - 2009
Rocky Run Tap & Grill January 2005 - January 2006
Skills
Finance, Investment Strategies, Wealth Management, Tax-advantaged..., Portfolio Management, Mutual Funds, Equities, Financial Analysis, Customer Service, Series 63, Investments, Securities, Leadership, Insurance, Disability Insurance, Marketing, Management, Training, Real Estate Economics, Recruiting, Retirement Planning, Strategic Planning, 529 Plans, Financial Reporting, Life Insurance, Variable Life, Whole Life, Fixed Annuities, Variable Annuities, New Business Development, FINRA, Cross purchase plans, 401K planning, 401k Rollovers, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, Series 65, Series 6, Tax Planning, Wealth Accumulation, Wealth Transfer
Education
The Johns Hopkins University 2001 — 2005
B.A, Economics
Woodrow Wilson SHS 1998 — 2001
MassMutual Financial Group July 2013 - Present
Schadler Realty Investment Group 2003 - 2013
Thompson Hospitality 2006 - 2009
Rocky Run Tap & Grill January 2005 - January 2006
Skills
Finance, Investment Strategies, Wealth Management, Tax-advantaged..., Portfolio Management, Mutual Funds, Equities, Financial Analysis, Customer Service, Series 63, Investments, Securities, Leadership, Insurance, Disability Insurance, Marketing, Management, Training, Real Estate Economics, Recruiting, Retirement Planning, Strategic Planning, 529 Plans, Financial Reporting, Life Insurance, Variable Life, Whole Life, Fixed Annuities, Variable Annuities, New Business Development, FINRA, Cross purchase plans, 401K planning, 401k Rollovers, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, Series 65, Series 6, Tax Planning, Wealth Accumulation, Wealth Transfer
Education
The Johns Hopkins University 2001 — 2005
B.A, Economics
Woodrow Wilson SHS 1998 — 2001
Imene McCoy's MassMutual Financial Group Experience January 2005 - July 2011
Job Business Owner at Savvy Bridal Boutique
Industry Broadcast Media
Experience
Blush Beauty Salon May 2015 - Present
Savvy Bridal Boutique July 2013 - Present
Wilks Broadcasting February 2012 - December 2013
Artis Event Space July 2011 - August 2012
MassMutual Financial Group January 2005 - July 2011
Skills
Photoshop, Social Media, Promotions, Radio Broadcasting, WordPress, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Management, Retail, Social Media Marketing, Sales, Marketing, Customer Service, Leadership, Facebook, Social Networking, Event Planning
Education
University of Kansas 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Blush Beauty Salon May 2015 - Present
Savvy Bridal Boutique July 2013 - Present
Wilks Broadcasting February 2012 - December 2013
Artis Event Space July 2011 - August 2012
MassMutual Financial Group January 2005 - July 2011
Skills
Photoshop, Social Media, Promotions, Radio Broadcasting, WordPress, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Management, Retail, Social Media Marketing, Sales, Marketing, Customer Service, Leadership, Facebook, Social Networking, Event Planning
Education
University of Kansas 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Martin Gore's MassMutual Financial Group Experience July 2011 - Present
Job Brokerage Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2011 - Present
Skills
Fixed Annuities, Disability Insurance, Retirement, Life Insurance, Insurance, Long-term Care, Strategic Financial..., Term Life Insurance, 401k, Series 7, Mutual Funds, Retirement Planning, Estate Planning, Employee Benefits, Long Term Care Insurance, IRAs, Financial Planners
Education
UC San Diego 1991 — 1997
Doctor of Philosophy (Ph.D.), Neiroscience
The University of Stirling 1983 — 1987
Bachelor of Science (B.Sc.), Biochemistry
St. David's High School, Dalkeith, Scotland 1977 — 1983
HIgh School Diploma, General Studies
MassMutual Financial Group July 2011 - Present
Skills
Fixed Annuities, Disability Insurance, Retirement, Life Insurance, Insurance, Long-term Care, Strategic Financial..., Term Life Insurance, 401k, Series 7, Mutual Funds, Retirement Planning, Estate Planning, Employee Benefits, Long Term Care Insurance, IRAs, Financial Planners
Education
UC San Diego 1991 — 1997
Doctor of Philosophy (Ph.D.), Neiroscience
The University of Stirling 1983 — 1987
Bachelor of Science (B.Sc.), Biochemistry
St. David's High School, Dalkeith, Scotland 1977 — 1983
HIgh School Diploma, General Studies
Greg Straka's MassMutual Financial Group Experience September 2011 - June 2014
Job
Industry Financial Services
Experience
Capstone Financial September 2011 - June 2014
MassMutual Financial Group September 2011 - June 2014
Capstone Financial Partners April 2002 - August 2011
American Express Financial Advisors May 1995 - April 2002
Skills
Organizational..., Recruiting, Business Coaching, Leadership Development, Personal Development, Sales Management, Change Management, New Business Development, Business Planning, Strategic Financial..., General Securities..., General Securities..., Licensed to Sell..., Training, Sales, Marketing
Education
The University of Georgia 1984 — 1989
A.B., History
Brookwood High School 1981 — 1984
South Gwinnett High School 1980 — 1981
Capstone Financial September 2011 - June 2014
MassMutual Financial Group September 2011 - June 2014
Capstone Financial Partners April 2002 - August 2011
American Express Financial Advisors May 1995 - April 2002
Skills
Organizational..., Recruiting, Business Coaching, Leadership Development, Personal Development, Sales Management, Change Management, New Business Development, Business Planning, Strategic Financial..., General Securities..., General Securities..., Licensed to Sell..., Training, Sales, Marketing
Education
The University of Georgia 1984 — 1989
A.B., History
Brookwood High School 1981 — 1984
South Gwinnett High School 1980 — 1981
Steve Dorn Steve Dorn's MassMutual Financial Group Experience June 2000 - September 2004
Job Registered Representative at AIG Financial Network
Industry Financial Services
Experience
AIG Financial Network June 2004 - Present
MassMutual Financial Group June 2000 - September 2004
American General Life and Accident August 1986 - June 2000
Skills
Term Life Insurance, Disability Insurance, Fixed Annuities, Life Insurance, Retirement Planning, Insurance, Retirement, Employee Benefits, Whole Life, Long-term Care
Education
The Ohio State University 1982 — 1987
BA in Sociology/City and Regional Planning
AIG Financial Network June 2004 - Present
MassMutual Financial Group June 2000 - September 2004
American General Life and Accident August 1986 - June 2000
Skills
Term Life Insurance, Disability Insurance, Fixed Annuities, Life Insurance, Retirement Planning, Insurance, Retirement, Employee Benefits, Whole Life, Long-term Care
Education
The Ohio State University 1982 — 1987
BA in Sociology/City and Regional Planning
Sheila Rao Sheila Rao's MassMutual Financial Group Experience May 2013 - August 2013
Job The University of Texas at Austin
Industry
Experience
Erben Associates May 2014 - August 2014
MassMutual Financial Group May 2013 - August 2013
Merrill Lynch May 2013 - July 2013
Skills
MySQL, Photoshop, Statistical Data..., Financial Analysis, Python, Social Media, Microsoft Excel, Microsoft Office, Corporate Blogging, PowerPoint, Financial Advisory, Economics, Public Speaking, Customer Service
Education
The University of Texas at Austin 2012 — 2015
Bachelor of Arts(B.A.), Economics
Erben Associates May 2014 - August 2014
MassMutual Financial Group May 2013 - August 2013
Merrill Lynch May 2013 - July 2013
Skills
MySQL, Photoshop, Statistical Data..., Financial Analysis, Python, Social Media, Microsoft Excel, Microsoft Office, Corporate Blogging, PowerPoint, Financial Advisory, Economics, Public Speaking, Customer Service
Education
The University of Texas at Austin 2012 — 2015
Bachelor of Arts(B.A.), Economics
William Fandel William Fandel's MassMutual Financial Group Experience February 2009 - June 2011
Job
Industry Management Consulting
Experience
Enterprise Holdings August 2011 - Present
MassMutual Financial Group February 2009 - June 2011
Education
The University of Texas at San Antonio 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General, 3.2 GPA
Centeral Catholic High School 1999 — 2003
Diploma
Enterprise Holdings August 2011 - Present
MassMutual Financial Group February 2009 - June 2011
Education
The University of Texas at San Antonio 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General, 3.2 GPA
Centeral Catholic High School 1999 — 2003
Diploma
Chance Summers Chance Summers's MassMutual Financial Group Experience May 2013 - August 2013
Job Incoming Investment Banking Analyst at Citi
Industry Investment Banking
Experience
McCombs REIT Analyst Program December 2014 - Present
Citi June 2015 - August 2015
Chesapeake Energy January 2015 - May 2015
Dos Rios Partners August 2014 - December 2014
BP August 2014 - December 2014
McCombs School of Business May 2014 - December 2014
Euston Capital June 2014 - August 2014
Virtus Real Estate Capital January 2014 - June 2014
MassMutual Financial Group May 2013 - August 2013
SagePoint Financial May 2012 - August 2012
Skills
Microsoft Excel, Bloomberg, Valuation, Financial Analysis, Financial Modeling, Microsoft Word, Investment Banking, Private Equity, Teamwork
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Honors, Finance
The University of Texas at Austin 2012 — 2016
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Options, Futures, and Other Financial Derivatives
McCombs REIT Analyst Program December 2014 - Present
Citi June 2015 - August 2015
Chesapeake Energy January 2015 - May 2015
Dos Rios Partners August 2014 - December 2014
BP August 2014 - December 2014
McCombs School of Business May 2014 - December 2014
Euston Capital June 2014 - August 2014
Virtus Real Estate Capital January 2014 - June 2014
MassMutual Financial Group May 2013 - August 2013
SagePoint Financial May 2012 - August 2012
Skills
Microsoft Excel, Bloomberg, Valuation, Financial Analysis, Financial Modeling, Microsoft Word, Investment Banking, Private Equity, Teamwork
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Honors, Finance
The University of Texas at Austin 2012 — 2016
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Options, Futures, and Other Financial Derivatives
Tim Mezhlumov, CFP, CLU, CFS, CLTC, EA Tim Mezhlumov, CFP, CLU, CFS, CLTC, EA's MassMutual Financial Group Experience March 2014 - March 2015
Job Tax and Small Business Consultant
Industry Financial Services
Experience
TM Consulting and Financial Services, LLC January 2015 - Present
MassMutual Financial Group March 2014 - March 2015
1st Global April 2004 - December 2013
US Allianz 2002 - 2003
H.D. Vest Financial Services 1999 - 2002
Skills
Retirement Planning, Estate Planning, Retirement, Financial Services, Personal Finance, Certified Financial..., Risk Management, Business Development..., Marketing, Social Media Marketing, IRS Enrolled Agent, Personal Tax Planning, Corporate Tax Planning
Education
The University of Texas at Dallas 1996 — 1998
BS, Business Administration
TM Consulting and Financial Services, LLC January 2015 - Present
MassMutual Financial Group March 2014 - March 2015
1st Global April 2004 - December 2013
US Allianz 2002 - 2003
H.D. Vest Financial Services 1999 - 2002
Skills
Retirement Planning, Estate Planning, Retirement, Financial Services, Personal Finance, Certified Financial..., Risk Management, Business Development..., Marketing, Social Media Marketing, IRS Enrolled Agent, Personal Tax Planning, Corporate Tax Planning
Education
The University of Texas at Dallas 1996 — 1998
BS, Business Administration
Daniel Bernal, Jr Daniel Bernal, Jr's MassMutual Financial Group Experience December 2009 - April 2011
Job Donor Family Services Coordinator at Texas Organ Sharing Alliance
Industry Professional Training & Coaching
Experience
Texas Organ Sharing Alliance September 2012 - Present
Modern Teen Ministries, Inc. January 2012 - Present
MassMutual Financial Group December 2009 - April 2011
UTSA - Young Alumni Association February 2008 - February 2009
CarMax, The Auto Superstore January 2006 - October 2008
Skills
PowerPoint, Microsoft Excel, Public Speaking, Marketing, Microsoft Word, Spanish, Brand Management, Media Relations, Event Planning, Facebook, Customer Service, Outlook, Social Media, Event Management, Microsoft Office, Research, Budgets, Inventory Management, File Management, Team Building, Social Networking
Education
The University of Texas at San Antonio 2005 — 2009
Communication, Emphasis on Public Relations
Earl Warren High School 2002 — 2005
High School Degree
Texas Organ Sharing Alliance September 2012 - Present
Modern Teen Ministries, Inc. January 2012 - Present
MassMutual Financial Group December 2009 - April 2011
UTSA - Young Alumni Association February 2008 - February 2009
CarMax, The Auto Superstore January 2006 - October 2008
Skills
PowerPoint, Microsoft Excel, Public Speaking, Marketing, Microsoft Word, Spanish, Brand Management, Media Relations, Event Planning, Facebook, Customer Service, Outlook, Social Media, Event Management, Microsoft Office, Research, Budgets, Inventory Management, File Management, Team Building, Social Networking
Education
The University of Texas at San Antonio 2005 — 2009
Communication, Emphasis on Public Relations
Earl Warren High School 2002 — 2005
High School Degree
Coretta Johnson Coretta Johnson's MassMutual Financial Group Experience January 2015 - Present
Job Agency Marketing Director/ Agency Recruiting Director
Industry Financial Services
Experience
MassMutual Financial Group January 2015 - Present
Medtutor July 2012 - September 2014
Forrest General Hospital April 2009 - July 2012
Skills
Marketing, Insurance, Financial Services, Social Media Marketing, Marketing Strategy, Recruiting, Employee Benefits, College Recruiting, Microsoft Excel, Sales, Customer Service, Finance, Management, Disability Insurance, Life Insurance, Leadership, Social Networking, Client Relations
Education
The University of Southern Mississippi
Bachelor of Science (B.S.), Biological Sciences
Salem High School
MassMutual Financial Group January 2015 - Present
Medtutor July 2012 - September 2014
Forrest General Hospital April 2009 - July 2012
Skills
Marketing, Insurance, Financial Services, Social Media Marketing, Marketing Strategy, Recruiting, Employee Benefits, College Recruiting, Microsoft Excel, Sales, Customer Service, Finance, Management, Disability Insurance, Life Insurance, Leadership, Social Networking, Client Relations
Education
The University of Southern Mississippi
Bachelor of Science (B.S.), Biological Sciences
Salem High School
Michele Pupach Michele Pupach's MassMutual Financial Group Experience 1986 - 1991
Job Corporate Counsel at PhotoMedex
Industry Medical Devices
Experience
PhotoMedex 2012 - Present
PhotoMedex 2006 - 2011
PhotoMedex, Inc. 2004 - 2006
Doylestown Library System 2003 - 2004
Tax Associates, Inc. 2002 - 2003
Resco Products, Inc. 1998 - 2001
Surgical Laser Technologies, Inc. 1991 - 1997
MassMutual Financial Group 1986 - 1991
Skills
Corporate Law, Intellectual Property, Strategy, Project Management, Team Building, Mergers, FCPA, Medical Devices, Contract Negotiation, Legal Issues, Trademarks, Legal Writing, Westlaw, Legal Research, Trademark Infringement, Securities Regulation, Contract Law, Drafting Policies, Multi-State Sales Tax, Corporate Governance, Mergers & Acquisitions, Management, Licensing, Due Diligence, Litigation
Education
Villanova University School of Law 1994 — 1996
Master of Laws (LL.M.), Tax Law/Taxation
Widener University School of Law 1992 — 1994
Doctor of Law (J.D.)
The University of Connecticut School of Law 1989 — 1991
The Institute for Parageal Studies 1985 — 1986
Paralegal Certification, Business and Corporate Law
Pennsylvania State University 1980 — 1984
Bachelor of Arts (B.A.), Journalism
PhotoMedex 2012 - Present
PhotoMedex 2006 - 2011
PhotoMedex, Inc. 2004 - 2006
Doylestown Library System 2003 - 2004
Tax Associates, Inc. 2002 - 2003
Resco Products, Inc. 1998 - 2001
Surgical Laser Technologies, Inc. 1991 - 1997
MassMutual Financial Group 1986 - 1991
Skills
Corporate Law, Intellectual Property, Strategy, Project Management, Team Building, Mergers, FCPA, Medical Devices, Contract Negotiation, Legal Issues, Trademarks, Legal Writing, Westlaw, Legal Research, Trademark Infringement, Securities Regulation, Contract Law, Drafting Policies, Multi-State Sales Tax, Corporate Governance, Mergers & Acquisitions, Management, Licensing, Due Diligence, Litigation
Education
Villanova University School of Law 1994 — 1996
Master of Laws (LL.M.), Tax Law/Taxation
Widener University School of Law 1992 — 1994
Doctor of Law (J.D.)
The University of Connecticut School of Law 1989 — 1991
The Institute for Parageal Studies 1985 — 1986
Paralegal Certification, Business and Corporate Law
Pennsylvania State University 1980 — 1984
Bachelor of Arts (B.A.), Journalism
Sandra Ann Sutter Sandra Ann Sutter's MassMutual Financial Group Experience 2004 - 2008
Job Designated Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2015 - Present
Broker Dealer August 2012 - September 2013
Pointe Atlantic, Inc January 2012 - June 2012
MassMutual Financial Group 2004 - 2008
E*TRADE Financial 2001 - 2003
Bank of America August 1997 - July 1999
Fidelity Investments 1993 - 1997
Skills
FINRA, Series 24, Series 7, Securities, AML, Mutual Funds, Investment Advisory, Wealth Management, Investments, Alternative Investments, Risk Management, Retirement Planning, Series 63, Asset Managment, OFAC, KYC, USA PATRIOT Act, Equities, Hedge Funds, Series 65, Asset Allocation, Uniform Combined State..., Trading, Financial Services, Financial Risk, Fixed Income, Capital Markets, Options, Banking, Portfolio Management, Fixed Annuities, Brokerage, Due Diligence, Strategic Financial..., Derivatives, Investment Banking, Financial Markets, Prime Brokerage, Operational Risk, Bonds, Investment Management, Bank Secrecy Act, Retirement, Financial Regulation, Bloomberg, Anti Money Laundering, Securities Regulation, Private Banking, ETFs, Operational Risk...
Education
The University of Texas at Arlington 1985 — 1990
Bachelor of Arts (B.A.)
LPL Financial March 2015 - Present
Broker Dealer August 2012 - September 2013
Pointe Atlantic, Inc January 2012 - June 2012
MassMutual Financial Group 2004 - 2008
E*TRADE Financial 2001 - 2003
Bank of America August 1997 - July 1999
Fidelity Investments 1993 - 1997
Skills
FINRA, Series 24, Series 7, Securities, AML, Mutual Funds, Investment Advisory, Wealth Management, Investments, Alternative Investments, Risk Management, Retirement Planning, Series 63, Asset Managment, OFAC, KYC, USA PATRIOT Act, Equities, Hedge Funds, Series 65, Asset Allocation, Uniform Combined State..., Trading, Financial Services, Financial Risk, Fixed Income, Capital Markets, Options, Banking, Portfolio Management, Fixed Annuities, Brokerage, Due Diligence, Strategic Financial..., Derivatives, Investment Banking, Financial Markets, Prime Brokerage, Operational Risk, Bonds, Investment Management, Bank Secrecy Act, Retirement, Financial Regulation, Bloomberg, Anti Money Laundering, Securities Regulation, Private Banking, ETFs, Operational Risk...
Education
The University of Texas at Arlington 1985 — 1990
Bachelor of Arts (B.A.)
Erin Kuck Erin Kuck's MassMutual Financial Group Experience May 2012 - Present
Job Retirement Education Specialist at MassMutual
Industry Financial Services
Experience
MassMutual Financial Group May 2012 - Present
The Standard September 2010 - April 2012
HORAN January 2010 - September 2010
John Hancock February 2008 - January 2010
John Hancock September 2005 - March 2008
Lincoln Financial Advisors January 2003 - September 2005
Skills
Series 6, Series 63, 401k, Series 7, Retirement, Employee Benefits, Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Life Insurance, Health Insurance, Disability Insurance, Long-term Care, Asset Allocation, Crochet, Watercolor, Snowmobile, Curling, Hand Knitting, Defined Benefit, Investment Advisory, Securities, Financial Services, Financial Advisory
Education
The Ohio State University 1997 — 2001
The Ohio State University 1997 — 2001
MassMutual Financial Group May 2012 - Present
The Standard September 2010 - April 2012
HORAN January 2010 - September 2010
John Hancock February 2008 - January 2010
John Hancock September 2005 - March 2008
Lincoln Financial Advisors January 2003 - September 2005
Skills
Series 6, Series 63, 401k, Series 7, Retirement, Employee Benefits, Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Life Insurance, Health Insurance, Disability Insurance, Long-term Care, Asset Allocation, Crochet, Watercolor, Snowmobile, Curling, Hand Knitting, Defined Benefit, Investment Advisory, Securities, Financial Services, Financial Advisory
Education
The Ohio State University 1997 — 2001
The Ohio State University 1997 — 2001
Katrica Hayslett Katrica Hayslett's MassMutual Financial Group Experience February 2012 - July 2013
Job Client Relations/ Education/ Administration
Industry Consumer Services
Experience
Shelby County Schools July 2013 - May 2014
MassMutual Financial Group February 2012 - July 2013
U.S December 2009 - December 2010
Tennessee Dept. of Safety June 2009 - August 2009
Tash Inc December 2007 - August 2009
University of Memphis January 2007 - May 2009
Skills
Microsoft Office, Excel, Word, Budgeting, Problem Solving, PowerPoint, Social Media, Customer Service, Research, Marketing Strategy, New Business Development, Event Management, Event Planning, Windows, Outlook, Promotions
Education
Western Governors University 2010 — 2011
Master of Business Administration; Bachelor of Business Administration, Program Management
The University of Memphis
B.B.A, Economics
Shelby County Schools July 2013 - May 2014
MassMutual Financial Group February 2012 - July 2013
U.S December 2009 - December 2010
Tennessee Dept. of Safety June 2009 - August 2009
Tash Inc December 2007 - August 2009
University of Memphis January 2007 - May 2009
Skills
Microsoft Office, Excel, Word, Budgeting, Problem Solving, PowerPoint, Social Media, Customer Service, Research, Marketing Strategy, New Business Development, Event Management, Event Planning, Windows, Outlook, Promotions
Education
Western Governors University 2010 — 2011
Master of Business Administration; Bachelor of Business Administration, Program Management
The University of Memphis
B.B.A, Economics
Michael Haskins Michael Haskins's MassMutual Financial Group Experience July 2002 - October 2007
Job Marketing Strategy at Prudential Retirement
Industry Financial Services
Experience
Prudential Retirement June 2011 - Present
The Hartford October 2007 - June 2011
MassMutual Financial Group July 2002 - October 2007
ING January 2001 - July 2002
Skills
Series 6, Insurance, Mutual Funds, Fixed Annuities, Life Insurance, Retirement, Financial Services, Relationship Management, 401k, Marketing Communications, Product Marketing, Marketing Strategy, Marketing, Retirement Planning, Leadership, Securities
Education
The University of Connecticut School of Business 2003 — 2006
MBA, Marketing
The University of Connecticut 1997 — 2000
BA, Journalism
Prudential Retirement June 2011 - Present
The Hartford October 2007 - June 2011
MassMutual Financial Group July 2002 - October 2007
ING January 2001 - July 2002
Skills
Series 6, Insurance, Mutual Funds, Fixed Annuities, Life Insurance, Retirement, Financial Services, Relationship Management, 401k, Marketing Communications, Product Marketing, Marketing Strategy, Marketing, Retirement Planning, Leadership, Securities
Education
The University of Connecticut School of Business 2003 — 2006
MBA, Marketing
The University of Connecticut 1997 — 2000
BA, Journalism
Irene Zurowski, CFP® CRPS® Irene Zurowski, CFP® CRPS®'s MassMutual Financial Group Experience May 2011 - May 2012
Job Retirement Specialist and Personal Financial Planning at Alliance Financial Services, Inc.
Industry Financial Services
Experience
Alliance Financial Services October 2011 - Present
Prudential Financial September 2012 - March 2013
MassMutual Financial Group May 2011 - May 2012
Alliance Financial Services September 2009 - May 2011
Transfer Title Agency, Inc. March 1999 - September 2009
FirstMerit Bank March 1994 - March 1999
Skills
Retirement Planning, Retirement, 401k, Roth IRA, IRAs, Strategic Financial..., Insurance, Investments, Wealth, Personal Financial..., Portfolio Management, Financial Services, 401k Rollovers, Wealth Accumulation, 529 Plans, SEP IRA, Variable Annuities, Defined Benefit, Qualified Retirement..., Fixed Annuities, Retirement Savings, Investment Advisory, Alternative Investments, Certified Financial..., 401k Plans, Series 7, Wealth Management
Education
The University of Akron 1991 — 2001
Finance, Financial Planning
Medina High School 1987 — 1991
Alliance Financial Services October 2011 - Present
Prudential Financial September 2012 - March 2013
MassMutual Financial Group May 2011 - May 2012
Alliance Financial Services September 2009 - May 2011
Transfer Title Agency, Inc. March 1999 - September 2009
FirstMerit Bank March 1994 - March 1999
Skills
Retirement Planning, Retirement, 401k, Roth IRA, IRAs, Strategic Financial..., Insurance, Investments, Wealth, Personal Financial..., Portfolio Management, Financial Services, 401k Rollovers, Wealth Accumulation, 529 Plans, SEP IRA, Variable Annuities, Defined Benefit, Qualified Retirement..., Fixed Annuities, Retirement Savings, Investment Advisory, Alternative Investments, Certified Financial..., 401k Plans, Series 7, Wealth Management
Education
The University of Akron 1991 — 2001
Finance, Financial Planning
Medina High School 1987 — 1991
Brian Warnat Brian Warnat's MassMutual Financial Group Experience January 2013 - Present
Job Business Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford October 1997 - January 2013
Skills
Oracle SQL, Microsoft Excel, Microsoft Office, Microsoft Word, Quality Assurance, PowerPoint
Education
The University of Connecticut School of Business 1995 — 1997
Finance
The University of Connecticut 1993 — 1997
Bachelor of Science (BS), Finance, General
MassMutual Financial Group January 2013 - Present
The Hartford October 1997 - January 2013
Skills
Oracle SQL, Microsoft Excel, Microsoft Office, Microsoft Word, Quality Assurance, PowerPoint
Education
The University of Connecticut School of Business 1995 — 1997
Finance
The University of Connecticut 1993 — 1997
Bachelor of Science (BS), Finance, General
Donald E. Helms CLU, CLF Donald E. Helms CLU, CLF's MassMutual Financial Group Experience July 2013 - Present
Job Regional Vice President at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2013 - Present
MassMutual Financial Group March 2012 - June 2013
Memphis MidSouth Financial Group of MassMutual August 2008 - February 2012
New York Life Insurance Company June 1976 - August 2005
Skills
Retirement Planning, Strategic Financial..., Insurance, Retirement, Fixed Annuities, Disability Insurance, Estate Planning, Long-term Care, Life Insurance, Leadership, Employee Benefits, Coaching, Series 63, Management, Finance, IRAs, Financial Planners, Securities
Education
The American College, Bryn Mawr PA 1976 — 2002
CLU, CLF, Insurance and Financial Services
The University of Memphis 1969 — 1970
MassMutual Financial Group July 2013 - Present
MassMutual Financial Group March 2012 - June 2013
Memphis MidSouth Financial Group of MassMutual August 2008 - February 2012
New York Life Insurance Company June 1976 - August 2005
Skills
Retirement Planning, Strategic Financial..., Insurance, Retirement, Fixed Annuities, Disability Insurance, Estate Planning, Long-term Care, Life Insurance, Leadership, Employee Benefits, Coaching, Series 63, Management, Finance, IRAs, Financial Planners, Securities
Education
The American College, Bryn Mawr PA 1976 — 2002
CLU, CLF, Insurance and Financial Services
The University of Memphis 1969 — 1970
Kimberly Fenneken Kimberly Fenneken's MassMutual Financial Group Experience April 2014 - August 2014
Job Secretary Frank Elementary at Perrysburg Schools
Industry Individual & Family Services
Experience
Perrysburg Schools August 2015 - Present
Lucas County HeadStart Collaborative - TPS August 2014 - Present
MassMutual Financial Group April 2014 - August 2014
Clean Team, Inc. September 2013 - April 2014
Perrysburg Schools 2008 - August 2013
Fort Meigs YMCA Center for Health Promotion 2012 - 2013
LGS July 1999 - 2008
The Childhood League Center December 1997 - June 2000
The Childhood League Center December 1997 - July 1999
Skills
Pleadings, IEP, Public Speaking, Product Liability, Wrongful Death, Adobe Acrobat, Document Review, Westlaw, Litigation Support, Windows, Lexis, Legal Documents, Trials, PowerPoint, Legal Assistance, Legal Research, Document Drafting, CPI trained, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Customer Service, Document Management, Management, Teaching
Education
The Ohio State University 1992 — 1997
B.S., Family Child Studies Human Development
University of Toledo 2000 — 2001
Post-Baccalaureate Certificate, Legal Assisting Studies
St. Ursula Academy 1988 — 1992
High School Diploma, College Preparatory
St. Joan of Arc
Perrysburg Schools August 2015 - Present
Lucas County HeadStart Collaborative - TPS August 2014 - Present
MassMutual Financial Group April 2014 - August 2014
Clean Team, Inc. September 2013 - April 2014
Perrysburg Schools 2008 - August 2013
Fort Meigs YMCA Center for Health Promotion 2012 - 2013
LGS July 1999 - 2008
The Childhood League Center December 1997 - June 2000
The Childhood League Center December 1997 - July 1999
Skills
Pleadings, IEP, Public Speaking, Product Liability, Wrongful Death, Adobe Acrobat, Document Review, Westlaw, Litigation Support, Windows, Lexis, Legal Documents, Trials, PowerPoint, Legal Assistance, Legal Research, Document Drafting, CPI trained, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Customer Service, Document Management, Management, Teaching
Education
The Ohio State University 1992 — 1997
B.S., Family Child Studies Human Development
University of Toledo 2000 — 2001
Post-Baccalaureate Certificate, Legal Assisting Studies
St. Ursula Academy 1988 — 1992
High School Diploma, College Preparatory
St. Joan of Arc
Harry Monti's MassMutual Financial Group Experience 1999 - 2000
Job Vice President, Head of Group Life & Disability Operations at Symetra
Industry Insurance
Experience
Symetra 2014 - Present
PwC 2013 - 2014
The Hartford 2010 - 2013
The Hartford 2009 - 2010
The Hartford 2008 - 2009
Hartford Life Insurance Co. 2003 - 2008
The Hartford 2000 - 2003
MassMutual Financial Group 1999 - 2000
Unum 1992 - 1998
Ernst & Young 1989 - 1992
Skills
Claims Management, Operations Management, Leadership, Risk Management, Strategic Planning, BPO, M&A experience, Insurance, Financial Services, Vendor Management, Disability Insurance, Process Improvement, Employee Benefits, Relationship Management, Life Insurance, Change Management, remote work programs, workforce planning &..., Strategy, Executive Management, Management, Integration, Performance Management, Business Development, Sales, Claim, Finance, Strategic Financial..., Budgets, Banking, Managerial Finance, Investments, Reinsurance, Business Process..., Retirement Planning, Securities, Mergers & Acquisitions, Acquisition Integration, Financial Modeling, Financial Risk
Education
Thomas College 1985 — 1989
Bachelor of Science (BS), Accounting
Symetra 2014 - Present
PwC 2013 - 2014
The Hartford 2010 - 2013
The Hartford 2009 - 2010
The Hartford 2008 - 2009
Hartford Life Insurance Co. 2003 - 2008
The Hartford 2000 - 2003
MassMutual Financial Group 1999 - 2000
Unum 1992 - 1998
Ernst & Young 1989 - 1992
Skills
Claims Management, Operations Management, Leadership, Risk Management, Strategic Planning, BPO, M&A experience, Insurance, Financial Services, Vendor Management, Disability Insurance, Process Improvement, Employee Benefits, Relationship Management, Life Insurance, Change Management, remote work programs, workforce planning &..., Strategy, Executive Management, Management, Integration, Performance Management, Business Development, Sales, Claim, Finance, Strategic Financial..., Budgets, Banking, Managerial Finance, Investments, Reinsurance, Business Process..., Retirement Planning, Securities, Mergers & Acquisitions, Acquisition Integration, Financial Modeling, Financial Risk
Education
Thomas College 1985 — 1989
Bachelor of Science (BS), Accounting
Christine Eckert's MassMutual Financial Group Experience September 2007 - December 2008
Job Sr IT Architect at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group - Optum Technologies September 2010 - Present
United Healthcare September 2010 - January 2011
WellPoint June 2010 - September 2010
CIGNA March 2010 - May 2010
Community Renewal Team, Inc. June 2009 - February 2010
Massmutual Financial Group September 2007 - December 2008
The Hartford 2005 - 2007
Phoenix Life Insurance Company November 1993 - March 2004
CIGNA 1976 - 1987
Skills
Change Management, Process Improvement, Project Management, ERP, Insurance, Program Management, Business Analysis, Business Process, Leadership, Six Sigma, Enterprise Architecture, Management, IT Strategy
Education
The Polytechnic Institute of New York University
BS in Mathematics, Mathematics
University of Hartford
MS, MS in Accounting
UnitedHealth Group - Optum Technologies September 2010 - Present
United Healthcare September 2010 - January 2011
WellPoint June 2010 - September 2010
CIGNA March 2010 - May 2010
Community Renewal Team, Inc. June 2009 - February 2010
Massmutual Financial Group September 2007 - December 2008
The Hartford 2005 - 2007
Phoenix Life Insurance Company November 1993 - March 2004
CIGNA 1976 - 1987
Skills
Change Management, Process Improvement, Project Management, ERP, Insurance, Program Management, Business Analysis, Business Process, Leadership, Six Sigma, Enterprise Architecture, Management, IT Strategy
Education
The Polytechnic Institute of New York University
BS in Mathematics, Mathematics
University of Hartford
MS, MS in Accounting
Gerry D'Agostino's MassMutual Financial Group Experience 1993 - 1996
Job Market Development Hartford Steam Boiler Insurance
Industry Marketing and Advertising
Experience
Hartford Steam Boiler (HSB) June 2015 - Present
Travelers January 2012 - Present
Travelers 2013 - 2015
Travelers 2013 - 2015
Travelers 2013 - 2015
Travelers Insurance January 2006 - June 2012
Phoenix Life Insurance Company 1997 - 2002
Phoenix Life Insurance Company 1996 - 2001
MassMutual Financial Group 1993 - 1996
MassMutual Financial Group 1993 - 1996
Skills
Strategic Planning, Project Management, Marketing Strategy, Marketing Communications, Product Marketing, Email Marketing, Small Business, Insurance, Property & Casualty..., Marketing, Underwriting, Strategy, Process Improvement, Management, Commercial Insurance, General Insurance
Education
The University of Connecticut School of Business
Hartford Steam Boiler (HSB) June 2015 - Present
Travelers January 2012 - Present
Travelers 2013 - 2015
Travelers 2013 - 2015
Travelers 2013 - 2015
Travelers Insurance January 2006 - June 2012
Phoenix Life Insurance Company 1997 - 2002
Phoenix Life Insurance Company 1996 - 2001
MassMutual Financial Group 1993 - 1996
MassMutual Financial Group 1993 - 1996
Skills
Strategic Planning, Project Management, Marketing Strategy, Marketing Communications, Product Marketing, Email Marketing, Small Business, Insurance, Property & Casualty..., Marketing, Underwriting, Strategy, Process Improvement, Management, Commercial Insurance, General Insurance
Education
The University of Connecticut School of Business
Jenny W. Chang's MassMutual Financial Group Experience 2009 - 2010
Job Looking for BestInClass Software Sales Teams
Industry Information Technology and Services
Experience
Woelfel Research Inc 2013 - 2013
Raymond James Financial, Inc. 2010 - 2013
Pioneer Marketing Research, Inc. 2010 - 2011
MassMutual Financial Group 2009 - 2010
Marcus & Millichap 2006 - 2008
Skills
Microsoft Excel, Research, Microsoft Office, Customer Service, Sales, Microsoft Word, Writing, Editing, Analysis, Sales Prospecting, Analytics, Interviews, Market Analysis, Negotiation, Proofreading, PowerPoint, Qualitative Research, Strategic Partnerships, Finance, SPSS, Strategic Planning, Leadership, Data Analysis, Financial Analysis, Marketing Strategy
Education
The University of Georgia
Bachelor of Arts (B.A.), Critical Thinking
Woelfel Research Inc 2013 - 2013
Raymond James Financial, Inc. 2010 - 2013
Pioneer Marketing Research, Inc. 2010 - 2011
MassMutual Financial Group 2009 - 2010
Marcus & Millichap 2006 - 2008
Skills
Microsoft Excel, Research, Microsoft Office, Customer Service, Sales, Microsoft Word, Writing, Editing, Analysis, Sales Prospecting, Analytics, Interviews, Market Analysis, Negotiation, Proofreading, PowerPoint, Qualitative Research, Strategic Partnerships, Finance, SPSS, Strategic Planning, Leadership, Data Analysis, Financial Analysis, Marketing Strategy
Education
The University of Georgia
Bachelor of Arts (B.A.), Critical Thinking
Jason Marino, CFA's MassMutual Financial Group Experience October 2012 - Present
Job Investment Director, Portfolio Management at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2012 - Present
MassMutual October 2007 - October 2012
MetLife September 2001 - October 2007
Travelers Life & Annuity 2003 - 2005
Travelers Life and Annuity September 2001 - September 2003
Skills
Series 63, Mutual Funds, Series 7, Investments, Retirement, Asset Allocation, Insurance
Education
The University of Connecticut School of Business 2007 — 2009
MBA, Finance
University of Connecticut 1996 — 2001
B.A., Economics/Finance
MassMutual Financial Group October 2012 - Present
MassMutual October 2007 - October 2012
MetLife September 2001 - October 2007
Travelers Life & Annuity 2003 - 2005
Travelers Life and Annuity September 2001 - September 2003
Skills
Series 63, Mutual Funds, Series 7, Investments, Retirement, Asset Allocation, Insurance
Education
The University of Connecticut School of Business 2007 — 2009
MBA, Finance
University of Connecticut 1996 — 2001
B.A., Economics/Finance
Erin Szegda's MassMutual Financial Group Experience June 2001 - August 2006
Job Sr. Financial Consultant at The Travelers
Industry Insurance
Experience
The Travelers October 2007 - Present
Uniprise August 2006 - October 2007
MassMutual Financial Group June 2001 - August 2006
Amerifit Nutrition 1997 - 1999
Education
University of Hartford 2005 — 2008
MBA
The University of Connecticut School of Business 1997 — 2001
Bachelor of Science, Finance
University of Connecticut 1997 — 2001
The Travelers October 2007 - Present
Uniprise August 2006 - October 2007
MassMutual Financial Group June 2001 - August 2006
Amerifit Nutrition 1997 - 1999
Education
University of Hartford 2005 — 2008
MBA
The University of Connecticut School of Business 1997 — 2001
Bachelor of Science, Finance
University of Connecticut 1997 — 2001
Wayne Reese's MassMutual Financial Group Experience January 1966 - March 1996
Job Health, Wellness and Fitness Consultant and Contractor
Industry Health, Wellness and Fitness
Experience
Reese Consulting April 1996 - Present
Central Reserve Life 1996 - 1998
MassMutual Financial Group January 1966 - March 1996
Skills
Healthcare, Health Insurance, Competitive Analysis, Sales Process, Healthcare Management, Customer Retention, Employee Benefits, Leadership, Insurance, Coaching, Strategy, Strategic Planning, Training, Team Building, Sales Management
Education
Cleveland Marshall Law School 1996 — 1999
Cleveland Marshall Law School 1986 — 1999
Contract Law, Employee Benefits
The Ohio State University 1962 — 1965
BA, International Studies
Reese Consulting April 1996 - Present
Central Reserve Life 1996 - 1998
MassMutual Financial Group January 1966 - March 1996
Skills
Healthcare, Health Insurance, Competitive Analysis, Sales Process, Healthcare Management, Customer Retention, Employee Benefits, Leadership, Insurance, Coaching, Strategy, Strategic Planning, Training, Team Building, Sales Management
Education
Cleveland Marshall Law School 1996 — 1999
Cleveland Marshall Law School 1986 — 1999
Contract Law, Employee Benefits
The Ohio State University 1962 — 1965
BA, International Studies
Rheanne Williams's MassMutual Financial Group Experience January 2010 - Present
Job Customer Service Representative at Major Financial Institution
Industry Music
Experience
MassMutual Financial Group January 2010 - Present
Comfort Inn - Brownsville, TN November 2008 - January 2010
Williams Insurance Agency November 2007 - December 2009
Williams Insurance Agency August 2002 - August 2005
Skills
Customer Service, Series 6, Graphic Design, Qualified Retirement..., Office Administration, Administrative Work, Microsoft Office, Adobe Creative Suite, Lotus Smartsuite
Education
The University of Memphis 2005 — 2009
Bachelors of Music, Music Industry - Music Business
Jackson State Community College 2002 — 2005
Associates Degree, Business Adminstration
MassMutual Financial Group January 2010 - Present
Comfort Inn - Brownsville, TN November 2008 - January 2010
Williams Insurance Agency November 2007 - December 2009
Williams Insurance Agency August 2002 - August 2005
Skills
Customer Service, Series 6, Graphic Design, Qualified Retirement..., Office Administration, Administrative Work, Microsoft Office, Adobe Creative Suite, Lotus Smartsuite
Education
The University of Memphis 2005 — 2009
Bachelors of Music, Music Industry - Music Business
Jackson State Community College 2002 — 2005
Associates Degree, Business Adminstration
Howard Hanger, RHU, LTCP's MassMutual Financial Group Experience 2001 - 2003
Job Owner, Producer Solutions and Partner at DI Broker
Industry Insurance
Experience
DI Broker 2004 - Present
Producer Solutions October 2003 - Present
MassMutual Financial Group 2001 - 2003
1st Global 1998 - 2001
Skills
Disability Insurance, Long Term Care Insurance, Insurance, Employee Benefits, Universal Life, Group Insurance, Public Speaking, Critical Illness..., Accident, Small Business, Human Resources
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1980
BBA, Business
DI Broker 2004 - Present
Producer Solutions October 2003 - Present
MassMutual Financial Group 2001 - 2003
1st Global 1998 - 2001
Skills
Disability Insurance, Long Term Care Insurance, Insurance, Employee Benefits, Universal Life, Group Insurance, Public Speaking, Critical Illness..., Accident, Small Business, Human Resources
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1980
BBA, Business
Ernie Begin's MassMutual Financial Group Experience January 2013 - November 2013
Job Director of Information Security at Kaman Corporation
Industry Computer Networking
Experience
Kaman Corporation July 2015 - Present
Kaman Corporation December 2013 - June 2015
MassMutual Financial Group January 2013 - November 2013
United Technologies July 2012 - January 2013
United Technologies May 2011 - July 2012
United Technologies November 2007 - May 2011
United Technologies May 2005 - November 2007
Worcester Polytechnic Institute June 2004 - May 2005
Worcester Polytechnic Institute 2003 - 2005
Education
The University of Connecticut School of Business 2008 — 2015
MBA, Management
Worcester Polytechnic Institute 2001 — 2005
BS, MIS
Kaman Corporation July 2015 - Present
Kaman Corporation December 2013 - June 2015
MassMutual Financial Group January 2013 - November 2013
United Technologies July 2012 - January 2013
United Technologies May 2011 - July 2012
United Technologies November 2007 - May 2011
United Technologies May 2005 - November 2007
Worcester Polytechnic Institute June 2004 - May 2005
Worcester Polytechnic Institute 2003 - 2005
Education
The University of Connecticut School of Business 2008 — 2015
MBA, Management
Worcester Polytechnic Institute 2001 — 2005
BS, MIS
Amanda Wallace's MassMutual Financial Group Experience June 2011 - April 2014
Job Strategic Consulting, Financial Analysis & Planning, Operational Execution, Risk Analysis
Industry Financial Services
Experience
US Insurance Group at MassMutual April 2014 - Present
MassMutual Financial Group June 2011 - April 2014
MassMutual Financial Group August 2009 - July 2011
Babson Capital Management June 2008 - August 2009
MassMutual Financial Group July 2007 - June 2008
MassMutual Financial Group May 2006 - July 2007
University of Connecticut School of Business 2005 - 2007
ARAMARK January 2002 - May 2005
City Year National Headquarters August 1995 - August 1997
Skills
Finance, Insurance, Strategy, Strategic Planning, Financial Services, Competitive Analysis, Process Improvement, Financial Modeling, Strategic Financial..., Market Research, Financial Analysis, Project Management, Investments, Business Analysis, Business Strategy, Marketing, Leadership, Asset Managment, Marketing Strategy, Segmentation, Series 7, Valuation, Management
Education
The University of Connecticut School of Business 2005 — 2007
MBA, Finance, Marketing
University of Massachusetts, Amherst 1997 — 2001
BS, Hotel, Restaurant Administration
US Insurance Group at MassMutual April 2014 - Present
MassMutual Financial Group June 2011 - April 2014
MassMutual Financial Group August 2009 - July 2011
Babson Capital Management June 2008 - August 2009
MassMutual Financial Group July 2007 - June 2008
MassMutual Financial Group May 2006 - July 2007
University of Connecticut School of Business 2005 - 2007
ARAMARK January 2002 - May 2005
City Year National Headquarters August 1995 - August 1997
Skills
Finance, Insurance, Strategy, Strategic Planning, Financial Services, Competitive Analysis, Process Improvement, Financial Modeling, Strategic Financial..., Market Research, Financial Analysis, Project Management, Investments, Business Analysis, Business Strategy, Marketing, Leadership, Asset Managment, Marketing Strategy, Segmentation, Series 7, Valuation, Management
Education
The University of Connecticut School of Business 2005 — 2007
MBA, Finance, Marketing
University of Massachusetts, Amherst 1997 — 2001
BS, Hotel, Restaurant Administration
Nadine Buckley's MassMutual Financial Group Experience September 2013 - Present
Job Change Agent at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group September 2013 - Present
Mass Mutual 2010 - Present
Massachusetts Mutual Life Insurance Company 2009 - Present
Massachusetts Mutual Life Insurance Company 2008 - Present
mass mutual 2007 - 2009
Massachusetts Mutual Life Insurance Company 2005 - 2007
Phoenix Life Insurance Company 2003 - 2005
Phoenix Life Insurance Company 1998 - 2003
Phoenix Life Insurance Company 1993 - 1996
Skills
ERISA, Plan Design, Compliance, Insurance, Defined Benefit, Retirement, Employee Benefits, Series 7, Investments, Process Improvement, Six Sigma, Financial Planning, Administration, Retirement Planning, Pensions, Excel
Education
The University of Texas at Arlington - College of Business 2010 — 2011
MBA, Business
MassMutual Financial Group September 2013 - Present
Mass Mutual 2010 - Present
Massachusetts Mutual Life Insurance Company 2009 - Present
Massachusetts Mutual Life Insurance Company 2008 - Present
mass mutual 2007 - 2009
Massachusetts Mutual Life Insurance Company 2005 - 2007
Phoenix Life Insurance Company 2003 - 2005
Phoenix Life Insurance Company 1998 - 2003
Phoenix Life Insurance Company 1993 - 1996
Skills
ERISA, Plan Design, Compliance, Insurance, Defined Benefit, Retirement, Employee Benefits, Series 7, Investments, Process Improvement, Six Sigma, Financial Planning, Administration, Retirement Planning, Pensions, Excel
Education
The University of Texas at Arlington - College of Business 2010 — 2011
MBA, Business
Rebecca McClain's MassMutual Financial Group Experience June 1996 - May 1999
Job SVP, Director of Operations
Industry Banking
Experience
Mutual of Omaha Bank June 2001 - October 2012
ePartners May 1999 - September 2001
MassMutual Financial Group June 1996 - May 1999
Skills
Leading Diverse Teams, Contract Negotiation, Expense Management, Strategic Planning, Capital and Department..., Process Improvement, Manage Complex Projects, Team Building, Highly Organized
Education
BAI Graduate School of Operations and Technology @ Vanderbilt University 2006 — 2007
Banking Operations
The University of Texas at San Antonio
Mutual of Omaha Bank June 2001 - October 2012
ePartners May 1999 - September 2001
MassMutual Financial Group June 1996 - May 1999
Skills
Leading Diverse Teams, Contract Negotiation, Expense Management, Strategic Planning, Capital and Department..., Process Improvement, Manage Complex Projects, Team Building, Highly Organized
Education
BAI Graduate School of Operations and Technology @ Vanderbilt University 2006 — 2007
Banking Operations
The University of Texas at San Antonio
Cynthia Bengtson's MassMutual Financial Group Experience August 1987 - October 1989
Job Global Program Manager at Dell Computer
Industry Computer Software
Experience
Dell Computer May 1992 - Present
The Hockaday School November 1989 - June 1991
MassMutual Financial Group August 1987 - October 1989
Education
University of Texas Austin
Bachelor of Business Administration (BBA), Finance, General
Dell Computer May 1992 - Present
The Hockaday School November 1989 - June 1991
MassMutual Financial Group August 1987 - October 1989
Education
University of Texas Austin
Bachelor of Business Administration (BBA), Finance, General
Phil Maness's MassMutual Financial Group Experience 2008 - Present
Job AVP Director of Relationship Management
Industry Financial Services
Experience
MassMutual Financial Group 2008 - Present
First Mercantile February 1984 - Present
Skills
401k, Retirement Planning, Retirement, Qualified Retirement..., Relationship Management, Mutual Funds, Profit Sharing, Defined Contribution, Pensions, Retirement Plan..., ERISA, QKA, Risk Management, AIF, Financial Services, Asset Allocation, Investments, Employee Benefits, Series 7, Leadership Development
Education
The University of Memphis 1980 — 1983
BBA, Accounting
MassMutual Financial Group 2008 - Present
First Mercantile February 1984 - Present
Skills
401k, Retirement Planning, Retirement, Qualified Retirement..., Relationship Management, Mutual Funds, Profit Sharing, Defined Contribution, Pensions, Retirement Plan..., ERISA, QKA, Risk Management, AIF, Financial Services, Asset Allocation, Investments, Employee Benefits, Series 7, Leadership Development
Education
The University of Memphis 1980 — 1983
BBA, Accounting
Raleigh Lang's MassMutual Financial Group Experience January 1986 - April 1988
Job CoOwner at Twin Financial, Inc.
Industry Financial Services
Experience
Twin Financial, Inc. 1988 - Present
MassMutual Financial Group January 1986 - April 1988
Skills
Retirement Planning, Long Term Care Insurance, Financial Planning, Investment Planning, Retirement Income..., Comprehensive Financial...
Education
The University of Kansas 1979 — 1983
Liberal Arts & Sciences
University of Kansas 1979 — 1983
Liberal Arts & Science, Sales & Marketing
Twin Financial, Inc. 1988 - Present
MassMutual Financial Group January 1986 - April 1988
Skills
Retirement Planning, Long Term Care Insurance, Financial Planning, Investment Planning, Retirement Income..., Comprehensive Financial...
Education
The University of Kansas 1979 — 1983
Liberal Arts & Sciences
University of Kansas 1979 — 1983
Liberal Arts & Science, Sales & Marketing
Jonathan Daley's MassMutual Financial Group Experience January 2013 - Present
Job Senior Operational Data Analyst at Mass Mutual
Industry Insurance
Experience
MassMutual Financial Group January 2013 - Present
The Hartford March 2009 - December 2012
The Hartford March 2006 - March 2009
The Hartford February 2003 - March 2006
Education
The University of Connecticut School of Business 1997 — 2001
Bachelor's degree, Management Information Systems, General
MassMutual Financial Group January 2013 - Present
The Hartford March 2009 - December 2012
The Hartford March 2006 - March 2009
The Hartford February 2003 - March 2006
Education
The University of Connecticut School of Business 1997 — 2001
Bachelor's degree, Management Information Systems, General
Brett Seip's MassMutual Financial Group Experience November 2012 - Present
Job Mass Mutual
Industry Insurance
Experience
MassMutual Financial Group November 2012 - Present
Skills
Insurance, Health Insurance, Financial Services
Education
The Ohio State University 1982 — 1986
Electrical Engineering
MassMutual Financial Group November 2012 - Present
Skills
Insurance, Health Insurance, Financial Services
Education
The Ohio State University 1982 — 1986
Electrical Engineering
Katheigh Degen's MassMutual Financial Group Experience December 1983 - April 1988
Job CoOwner, Twin Financial, Inc
Industry Financial Services
Experience
Twin Financial, Inc April 1988 - Present
MassMutual Financial Group December 1983 - April 1988
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Insurance, Long Term Care Insurance, Life Insurance, Strategic Planning, Financial Services, Business Owner Planning, Disability Insurance, Strategic Leadership
Education
University of Kansas 1979 — 1983
Bachelor of Science in Journalism, Marketing and Sales
Twin Financial, Inc April 1988 - Present
MassMutual Financial Group December 1983 - April 1988
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Insurance, Long Term Care Insurance, Life Insurance, Strategic Planning, Financial Services, Business Owner Planning, Disability Insurance, Strategic Leadership
Education
University of Kansas 1979 — 1983
Bachelor of Science in Journalism, Marketing and Sales
Luke Jimmerson's MassMutual Financial Group Experience July 2013 - Present
Job Desktop Administrator at MassMutual
Industry Financial Services
Experience
MassMutual Financial Group July 2013 - Present
MassMutual Financial Group February 2007 - July 2013
Memphis Area Teachers' Credit Union July 2006 - February 2007
Skills
Disaster Recovery, Technical Support, Active Directory, Servers, A Certified, Firewalls, Information Technology, Laptops, Management, Microsoft Office, Microsoft Certified..., Networking, Security, SharePoint, VMware, Vendor Management, Visio
Education
The University of Memphis 2005 — 2006
Bachelor of Arts, English
University of Tennessee-Knoxville 1997 — 2003
Theatre
MassMutual Financial Group July 2013 - Present
MassMutual Financial Group February 2007 - July 2013
Memphis Area Teachers' Credit Union July 2006 - February 2007
Skills
Disaster Recovery, Technical Support, Active Directory, Servers, A Certified, Firewalls, Information Technology, Laptops, Management, Microsoft Office, Microsoft Certified..., Networking, Security, SharePoint, VMware, Vendor Management, Visio
Education
The University of Memphis 2005 — 2006
Bachelor of Arts, English
University of Tennessee-Knoxville 1997 — 2003
Theatre
Karen Rawson's MassMutual Financial Group Experience October 1982 - September 1998
Job Independent Financial Services Professional
Industry Financial Services
Experience
MassMutual Financial Group October 1982 - September 1998
Education
University of Massachusetts, Amherst 1980 — 1982
MFA, Art History
The University of the Arts 1973 — 1977
BFA, Painting
MassMutual Financial Group October 1982 - September 1998
Education
University of Massachusetts, Amherst 1980 — 1982
MFA, Art History
The University of the Arts 1973 — 1977
BFA, Painting
Tony Jaworski's MassMutual Financial Group Experience 1996 - 1999
Job Lead Systems Administrator at Brown University
Industry Higher Education
Experience
Brown University August 2000 - Present
MassMutual Financial Group 1996 - 1999
Skills
Operating Systems, Distributed Systems, MCSE, VMware ESX, Windows Server, System Administration, Network Security, Disaster Recovery, Virtualization, VMware, Databases, Windows
Education
The University of Connecticut School of Business 1983 — 1987
BS, Health Systems Management
Highland park School
Brown University August 2000 - Present
MassMutual Financial Group 1996 - 1999
Skills
Operating Systems, Distributed Systems, MCSE, VMware ESX, Windows Server, System Administration, Network Security, Disaster Recovery, Virtualization, VMware, Databases, Windows
Education
The University of Connecticut School of Business 1983 — 1987
BS, Health Systems Management
Highland park School
Scott Lemme's MassMutual Financial Group Experience September 2010 - Present
Job Application Engineer, Retirement Services at MassMutual Financial Group
Industry Information Technology and Services
Experience
MassMutual Financial Group September 2010 - Present
Channing Bete Company August 2007 - September 2009
The Phoenix Companies June 2006 - August 2007
Phoenix Life Insurance Company June 2002 - June 2006
Phoenix Life Insurance Company June 2000 - June 2002
Phoenix Life Insurance Company August 1998 - June 2000
Phoenix Life Insurance Company November 1990 - June 1996
Whalley Computer Associates, Inc January 1988 - November 1990
US Navy January 1982 - January 1988
Education
The Master's College 2000 — 2006
MABC, Biblical Counseling
Westfield State University
BA, Mathematics, Computer Science, Education
MassMutual Financial Group September 2010 - Present
Channing Bete Company August 2007 - September 2009
The Phoenix Companies June 2006 - August 2007
Phoenix Life Insurance Company June 2002 - June 2006
Phoenix Life Insurance Company June 2000 - June 2002
Phoenix Life Insurance Company August 1998 - June 2000
Phoenix Life Insurance Company November 1990 - June 1996
Whalley Computer Associates, Inc January 1988 - November 1990
US Navy January 1982 - January 1988
Education
The Master's College 2000 — 2006
MABC, Biblical Counseling
Westfield State University
BA, Mathematics, Computer Science, Education
David Lemanski's MassMutual Financial Group Experience January 2013 - Present
Job Director, New Business, Retirement Services, MassMutual
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford April 2005 - December 2012
Travelers Life & Annuity 2001 - 2005
People's Bank 1997 - 2001
Skills
Series 6, Mutual Funds, Insurance, Financial Services, Qualified Retirement..., Operations Management, Series 63, Process Improvement, Retirement
Education
The University of Connecticut School of Business 1993 — 1997
BS, Mgmt
MassMutual Financial Group January 2013 - Present
The Hartford April 2005 - December 2012
Travelers Life & Annuity 2001 - 2005
People's Bank 1997 - 2001
Skills
Series 6, Mutual Funds, Insurance, Financial Services, Qualified Retirement..., Operations Management, Series 63, Process Improvement, Retirement
Education
The University of Connecticut School of Business 1993 — 1997
BS, Mgmt
Paul Henry's MassMutual Financial Group Experience 2007 - 2009
Job Managing Director for Clients & Products, The LIMRA LOMA Secure Retirement Institute
Industry Financial Services
Experience
LIMRA Managing Director Retirement Clients and ProductsLIMRA InternationalSeptember 2009 - Present
MassMutual Financial Group 2007 - 2009
John Hancock Life Insurance Company (U.S.A.) 2001 - 2007
John Hancock Retirement Plan Services 2001 - 2007
Manulife Financial 2001 - 2007
Scudder Investments 2000 - 2001
Zurich Scudder Investments 2000 - 2001
Transamerica 1998 - 2000
Charles Schwab 1995 - 1998
Wells Fargo 1989 - 1995
Skills
Product Development, Marketing, Vendor Relationships, Team Management, Investments, Insurance, Strategic Planning, Retirement, Financial Services, Business Strategy, Mutual Funds, Strategic Financial..., Mergers, Retirement Planning, Marketing Strategy, Mergers & Acquisitions, Management, Product Management, Analysis, Employee Benefits, Defined Contribution, Training, Series 7, Series 63, 401k, Wealth Management, Financial Planning
Education
London School of Economics and Political Science 1997 — 1997
Executive Management Program Certificate, Business Strategy
Valparaiso University 1976 — 1980
BA, History and Business
LIMRA Managing Director Retirement Clients and ProductsLIMRA InternationalSeptember 2009 - Present
MassMutual Financial Group 2007 - 2009
John Hancock Life Insurance Company (U.S.A.) 2001 - 2007
John Hancock Retirement Plan Services 2001 - 2007
Manulife Financial 2001 - 2007
Scudder Investments 2000 - 2001
Zurich Scudder Investments 2000 - 2001
Transamerica 1998 - 2000
Charles Schwab 1995 - 1998
Wells Fargo 1989 - 1995
Skills
Product Development, Marketing, Vendor Relationships, Team Management, Investments, Insurance, Strategic Planning, Retirement, Financial Services, Business Strategy, Mutual Funds, Strategic Financial..., Mergers, Retirement Planning, Marketing Strategy, Mergers & Acquisitions, Management, Product Management, Analysis, Employee Benefits, Defined Contribution, Training, Series 7, Series 63, 401k, Wealth Management, Financial Planning
Education
London School of Economics and Political Science 1997 — 1997
Executive Management Program Certificate, Business Strategy
Valparaiso University 1976 — 1980
BA, History and Business
Rhonda Cook's MassMutual Financial Group Experience November 1993 - November 2003
Job HR Generalist/Client Liaison at CD2 Learning
Industry Human Resources
Experience
CD2 Learning April 2013 - Present
HR Generalist and Consultant October 2011 - April 2013
Ascend Learning 2003 - November 2011
Assessment Technologies Institute 2003 - 2009
MassMutual Financial Group November 1993 - November 2003
National Life Group 1991 - 1993
New England Financial 1989 - 1991
Skills
Employee Relations, Employee Benefits, Customer Service, Recruiting, Human Resources, Management, Payroll, Budgets, Benefits Administration, Event Planning, Healthcare, Mergers & Acquisitions, Performance Management, Leadership Development, Interviews, Training
Education
The University of Kansas
BGS, HDFL
CD2 Learning April 2013 - Present
HR Generalist and Consultant October 2011 - April 2013
Ascend Learning 2003 - November 2011
Assessment Technologies Institute 2003 - 2009
MassMutual Financial Group November 1993 - November 2003
National Life Group 1991 - 1993
New England Financial 1989 - 1991
Skills
Employee Relations, Employee Benefits, Customer Service, Recruiting, Human Resources, Management, Payroll, Budgets, Benefits Administration, Event Planning, Healthcare, Mergers & Acquisitions, Performance Management, Leadership Development, Interviews, Training
Education
The University of Kansas
BGS, HDFL
Jason Cintron's MassMutual Financial Group Experience 2012 - Present
Job Retirement Services at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group 2012 - Present
MassMutual Financial Group 2012 - 2014
Morgan Stanley 2006 - 2010
Skills
Retirement, Retirement Planning, Wealth Management, Investments, Mutual Funds, Fixed Annuities, Series 7, Estate Planning, Series 63, Securities, 401k, Series 6, IRAs, Disability Insurance, Life Insurance, Long-term Care, Financial Services, Asset Allocation, Finance, Financial Advisory, Financial Analysis, Financial Planning
Education
The University of Southern Mississippi
Bachelor of Arts (B.A.), Political Science and Government
MassMutual Financial Group 2012 - Present
MassMutual Financial Group 2012 - 2014
Morgan Stanley 2006 - 2010
Skills
Retirement, Retirement Planning, Wealth Management, Investments, Mutual Funds, Fixed Annuities, Series 7, Estate Planning, Series 63, Securities, 401k, Series 6, IRAs, Disability Insurance, Life Insurance, Long-term Care, Financial Services, Asset Allocation, Finance, Financial Advisory, Financial Analysis, Financial Planning
Education
The University of Southern Mississippi
Bachelor of Arts (B.A.), Political Science and Government
Rebecca Johnson Hannaman's MassMutual Financial Group Experience August 2012 - Present
Job QA at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2012 - Present
Southeastern Freight Lines September 2008 - September 2010
UBS July 1999 - December 2006
Skills
Logistics, Transportation, Account Management, Operations Management, Personal Finance, Retirement Planning, Financial Analysis, Supply Chain Management, Marketing Strategy, Strategy
Education
The University of Memphis
MassMutual Financial Group August 2012 - Present
Southeastern Freight Lines September 2008 - September 2010
UBS July 1999 - December 2006
Skills
Logistics, Transportation, Account Management, Operations Management, Personal Finance, Retirement Planning, Financial Analysis, Supply Chain Management, Marketing Strategy, Strategy
Education
The University of Memphis
Drew Tagliavini's MassMutual Financial Group Experience April 2005 - August 2005
Job Vice President Sales, Northeast Brokerage, Inc
Industry Insurance
Experience
Northeast Brokerage, Inc October 2010 - Present
NAIFA- Connecticut 2014 - 2015
The Hartford July 2006 - October 2010
MassMutual Financial Group April 2005 - August 2005
Skills
Insurance, Underwriting, Life Insurance, Disability Insurance, creative insurance case..., Multi-generational..., Estate Planning, Executive Benefit..., Wealth Accumulation, Wealth Management, Small Business, Term Life Insurance, Fixed Annuities, Long-term Care, Customer Service, Property & Casualty..., Brokers, Series 6, Series 63, Indexed Annuities, Whole Life, Universal Life, Variable Life, Financial Planners, Group Insurance, Employee Benefits, IRAs, Long Term Care Insurance, Financial Planning
Education
The University of Connecticut School of Business 2002 — 2006
Bachelor of Science (B.S.), Marketing
Northeast Brokerage, Inc October 2010 - Present
NAIFA- Connecticut 2014 - 2015
The Hartford July 2006 - October 2010
MassMutual Financial Group April 2005 - August 2005
Skills
Insurance, Underwriting, Life Insurance, Disability Insurance, creative insurance case..., Multi-generational..., Estate Planning, Executive Benefit..., Wealth Accumulation, Wealth Management, Small Business, Term Life Insurance, Fixed Annuities, Long-term Care, Customer Service, Property & Casualty..., Brokers, Series 6, Series 63, Indexed Annuities, Whole Life, Universal Life, Variable Life, Financial Planners, Group Insurance, Employee Benefits, IRAs, Long Term Care Insurance, Financial Planning
Education
The University of Connecticut School of Business 2002 — 2006
Bachelor of Science (B.S.), Marketing
Linda Jamilowski's MassMutual Financial Group Experience June 2008 - December 2009
Job Experienced Quality Assurance Test Manager/Lead with extensive Retirement Services business background
Industry Information Technology and Services
Experience
JC Penney August 2011 - Present
MassMutual Financial Group June 2008 - December 2009
MassMutual Financial Group January 2004 - May 2008
MassMutual Financial Group July 1998 - December 2003
MassMutual Financial Group January 1992 - June 1998
MassMutual Financial Group September 1980 - December 1991
Skills
Roth IRA, Excel, Testing, Word, Test Planning, Test Management, Insurance, Customer Relations, Quality Center, Customer Service, Quality Assurance, Management, Microsoft Excel, Cross-functional Team..., Agile Methodologies, Business Requirements, Project Planning, Business Analysis
Education
Thomas College
AS, Executive Secretarial
Western New England University
BS, Business Adminstration
JC Penney August 2011 - Present
MassMutual Financial Group June 2008 - December 2009
MassMutual Financial Group January 2004 - May 2008
MassMutual Financial Group July 1998 - December 2003
MassMutual Financial Group January 1992 - June 1998
MassMutual Financial Group September 1980 - December 1991
Skills
Roth IRA, Excel, Testing, Word, Test Planning, Test Management, Insurance, Customer Relations, Quality Center, Customer Service, Quality Assurance, Management, Microsoft Excel, Cross-functional Team..., Agile Methodologies, Business Requirements, Project Planning, Business Analysis
Education
Thomas College
AS, Executive Secretarial
Western New England University
BS, Business Adminstration
Christopher Grinnell's MassMutual Financial Group Experience January 2013 - Present
Job Vice President and Assistant General Counsel at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford May 1995 - January 2013
Deloitte & Touche 1991 - 1995
Skills
Securities Regulation, Corporate Governance, ERISA, FINRA, Litigation, Litigation Management, Corporate Law, Commercial Litigation, Securities, Private Placements, Variable Annuities, Mutual Funds, Insurance Law, Insurance, Due Diligence, Financial Services, Retirement, Fixed Annuities
Education
The University of Connecticut School of Law 1988 — 1991
JD, Law
Tufts University 1982 — 1986
BA, Economics & English
MassMutual Financial Group January 2013 - Present
The Hartford May 1995 - January 2013
Deloitte & Touche 1991 - 1995
Skills
Securities Regulation, Corporate Governance, ERISA, FINRA, Litigation, Litigation Management, Corporate Law, Commercial Litigation, Securities, Private Placements, Variable Annuities, Mutual Funds, Insurance Law, Insurance, Due Diligence, Financial Services, Retirement, Fixed Annuities
Education
The University of Connecticut School of Law 1988 — 1991
JD, Law
Tufts University 1982 — 1986
BA, Economics & English
Amy Humphrey's MassMutual Financial Group Experience September 2013 - Present
Job Assistant Vice President at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 2013 - Present
MassMutual Financial Group January 2013 - Present
The Hartford 2006 - January 2013
The Hartford 2000 - 2006
The Hartford 1999 - 2000
Skills
Series 6, Series 63, 401k, Retirement, Pensions, Defined Benefit, Defined Contribution, Disability Insurance, FINRA, Financial Services, Leadership, Mutual Funds, Retirement Planning, Asset Allocation
Education
University of Connecticut 1991 — 1994
BA, International Relations
The University of Connecticut School of Business
MassMutual Financial Group September 2013 - Present
MassMutual Financial Group January 2013 - Present
The Hartford 2006 - January 2013
The Hartford 2000 - 2006
The Hartford 1999 - 2000
Skills
Series 6, Series 63, 401k, Retirement, Pensions, Defined Benefit, Defined Contribution, Disability Insurance, FINRA, Financial Services, Leadership, Mutual Funds, Retirement Planning, Asset Allocation
Education
University of Connecticut 1991 — 1994
BA, International Relations
The University of Connecticut School of Business
Srinivas Thangada's MassMutual Financial Group Experience June 2010 - August 2010
Job Experienced Associate at PwC
Industry Financial Services
Experience
UCONN HEALTH May 2013 - December 2013
UConn Health May 2011 - August 2011
MassMutual Financial Group June 2010 - August 2010
United Services, Inc. May 2009 - August 2009
CMIC December 2007 - August 2008
Skills
Microsoft Excel, Access, FileMaker, Microsoft Word, PowerPoint, Written & Oral..., Project Management, Stem Cell Culturing, HIPAA, Laboratory Skills, Laboratory Safety, Research, Microsoft Office, Teamwork, Economics, Time Management, Management, Analysis, Customer Service, Leadership, Public Speaking
Education
The University of Connecticut School of Business 2008 — 2013
Bachelor of Science (BS)
The University of Connecticut College of Liberal Arts and Sciences 2008 — 2013
Bachelor's degree
UCONN HEALTH May 2013 - December 2013
UConn Health May 2011 - August 2011
MassMutual Financial Group June 2010 - August 2010
United Services, Inc. May 2009 - August 2009
CMIC December 2007 - August 2008
Skills
Microsoft Excel, Access, FileMaker, Microsoft Word, PowerPoint, Written & Oral..., Project Management, Stem Cell Culturing, HIPAA, Laboratory Skills, Laboratory Safety, Research, Microsoft Office, Teamwork, Economics, Time Management, Management, Analysis, Customer Service, Leadership, Public Speaking
Education
The University of Connecticut School of Business 2008 — 2013
Bachelor of Science (BS)
The University of Connecticut College of Liberal Arts and Sciences 2008 — 2013
Bachelor's degree
James Rogers RHU's MassMutual Financial Group Experience Worksite Practice ConsultantMassMutual Financial GroupJanuary 2009 - December 2014
Job Regional Sales Director at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group Worksite Practice ConsultantMassMutual Financial GroupJanuary 2009 - December 2014
CIGNA Group Insurance 1999 - 2001
The Paul Revere Life Ins Co. July 1977 - December 1999
Skills
Life Insurance, Disability Insurance, Long-term Care, Employee Benefits, Retirement Planning, Retirement, Fixed Annuities, Sales, Insurance, Term Life Insurance, Claim, Health Insurance, Brokers, 401k, Underwriting, Human Resources, Critical Illness
Education
The Ohio State University - The Max M. Fisher College of Business 1970 — 1975
BS, Finance
Bishop Watterson High School
College Prep
MassMutual Financial Group Worksite Practice ConsultantMassMutual Financial GroupJanuary 2009 - December 2014
CIGNA Group Insurance 1999 - 2001
The Paul Revere Life Ins Co. July 1977 - December 1999
Skills
Life Insurance, Disability Insurance, Long-term Care, Employee Benefits, Retirement Planning, Retirement, Fixed Annuities, Sales, Insurance, Term Life Insurance, Claim, Health Insurance, Brokers, 401k, Underwriting, Human Resources, Critical Illness
Education
The Ohio State University - The Max M. Fisher College of Business 1970 — 1975
BS, Finance
Bishop Watterson High School
College Prep
Chuck Martin, CIMA's MassMutual Financial Group Experience November 2011 - October 2013
Job Senior Sales Executive at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company June 2014 - Present
MassMutual Financial Group November 2011 - October 2013
Realty Capital Securities September 2009 - September 2010
Prudential Financial June 2006 - October 2008
AXA Distributors October 1996 - June 2006
Skills
Wholesaling, Series 63, Series 7, Annuities, Mutual Funds, Series 24, CIMA, Wholesale, Investments, Fixed Annuities, Retirement, Retirement Planning, Series 65, Insurance, Alternative Investments, 401k Rollovers, Separately Managed..., Investment Management, Investment Advisory, Financial Services, Wealth Management, Leadership, Long Term Care Insurance, 401k, Strategic Financial..., Bonds, Series 6, Term Life Insurance, Wealth Management..., Financial Advisory, Uniform Combined State..., IRAs, Defined Benefit, FINRA, Pensions, Securities, Asset Management, Relationship Management, Variable Annuities, Long-term Care, ETFs, Financial Planners, Investment Strategies, Hedge Funds, Asset Allocation, Equities, Life Insurance, Fixed Income, Estate Planning, Disability Insurance
Education
Wharton School of Business 2004 — 2004
CIMA
The University of Georgia 1981 — 1985
BS, Agricultural Economics
ALPS, A DST Company June 2014 - Present
MassMutual Financial Group November 2011 - October 2013
Realty Capital Securities September 2009 - September 2010
Prudential Financial June 2006 - October 2008
AXA Distributors October 1996 - June 2006
Skills
Wholesaling, Series 63, Series 7, Annuities, Mutual Funds, Series 24, CIMA, Wholesale, Investments, Fixed Annuities, Retirement, Retirement Planning, Series 65, Insurance, Alternative Investments, 401k Rollovers, Separately Managed..., Investment Management, Investment Advisory, Financial Services, Wealth Management, Leadership, Long Term Care Insurance, 401k, Strategic Financial..., Bonds, Series 6, Term Life Insurance, Wealth Management..., Financial Advisory, Uniform Combined State..., IRAs, Defined Benefit, FINRA, Pensions, Securities, Asset Management, Relationship Management, Variable Annuities, Long-term Care, ETFs, Financial Planners, Investment Strategies, Hedge Funds, Asset Allocation, Equities, Life Insurance, Fixed Income, Estate Planning, Disability Insurance
Education
Wharton School of Business 2004 — 2004
CIMA
The University of Georgia 1981 — 1985
BS, Agricultural Economics
Bridgett Brogden, MBA's MassMutual Financial Group Experience September 2014 - Present
Job Financial Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 2014 - Present
Western & Southern Financial Group April 2012 - April 2014
Bridgett Brogden Insurance Agency January 2008 - June 2012
JL Tillman & Associates Insurance Agency May 2010 - May 2012
Fifth Third Bank March 2001 - May 2005
Skills
Customer Service, Process Improvement, Team Building, Microsoft Excel, Strategic Planning, Leadership, Coaching, Microsoft Word, Insurance, Microsoft Office, PowerPoint, Team Leadership, Sales, Marketing, Training
Education
Indiana Wesleyan University 2006 — 2008
Master of Business Administration (M.B.A.), Accounting
The Ohio State University 1988 — 1993
Bachelor of Science, Retail Management
MassMutual Financial Group September 2014 - Present
Western & Southern Financial Group April 2012 - April 2014
Bridgett Brogden Insurance Agency January 2008 - June 2012
JL Tillman & Associates Insurance Agency May 2010 - May 2012
Fifth Third Bank March 2001 - May 2005
Skills
Customer Service, Process Improvement, Team Building, Microsoft Excel, Strategic Planning, Leadership, Coaching, Microsoft Word, Insurance, Microsoft Office, PowerPoint, Team Leadership, Sales, Marketing, Training
Education
Indiana Wesleyan University 2006 — 2008
Master of Business Administration (M.B.A.), Accounting
The Ohio State University 1988 — 1993
Bachelor of Science, Retail Management
Alan Ingley's MassMutual Financial Group Experience June 2015 - Present
Job AVP Enrollment Business Development at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group June 2015 - Present
Aflac January 2015 - June 2015
Aflac 2012 - December 2014
Aflac 2007 - 2012
Aflac & Mass Mutual 2005 - 2007
IKON Office Solutions 1987 - 2005
Skills
Enrollment Management, Strategic Planning, Public Speaking, Health Insurance, Vendor Management, Leadership, Insurance, Term Life Insurance, Life Insurance, Disability Insurance, Brokers, Employee Benefits, Marketing Strategy, Long-term Care, Accident, Whole Life, General Insurance, Critical Illness, Small Business, 401k, Casualty, Claim, Commercial Insurance, Fixed Annuities, Health Savings Accounts, Long Term Care Insurance, Medicare, Property, Umbrella Insurance, Underwriting, Workers Compensation, Management, Program Management
Education
The University of Georgia 1976 — 1980
Bachelor of Science (B.S.), Agricultural Economics
MassMutual Financial Group June 2015 - Present
Aflac January 2015 - June 2015
Aflac 2012 - December 2014
Aflac 2007 - 2012
Aflac & Mass Mutual 2005 - 2007
IKON Office Solutions 1987 - 2005
Skills
Enrollment Management, Strategic Planning, Public Speaking, Health Insurance, Vendor Management, Leadership, Insurance, Term Life Insurance, Life Insurance, Disability Insurance, Brokers, Employee Benefits, Marketing Strategy, Long-term Care, Accident, Whole Life, General Insurance, Critical Illness, Small Business, 401k, Casualty, Claim, Commercial Insurance, Fixed Annuities, Health Savings Accounts, Long Term Care Insurance, Medicare, Property, Umbrella Insurance, Underwriting, Workers Compensation, Management, Program Management
Education
The University of Georgia 1976 — 1980
Bachelor of Science (B.S.), Agricultural Economics
Lily Hu's MassMutual Financial Group Experience April 2005 - June 2006
Job Director of Sales
Industry Hospitality
Experience
Caesars Entertainment Corporation October 2009 - January 2012
Harrah's Entertainment March 2007 - October 2009
Grand Casino Tunica July 2006 - March 2007
Horseshoe Casino July 2006 - March 2007
Sheraton Casino July 2006 - March 2007
MassMutual Financial Group April 2005 - June 2006
The Great Wall Enterprises November 1989 - December 2000
Skills
Casino Gaming, Bilingual Proficiency, Gambling, Hospitality, Casino
Education
The University of Memphis 1990 — 1996
Bachelor of Science, Management
Caesars Entertainment Corporation October 2009 - January 2012
Harrah's Entertainment March 2007 - October 2009
Grand Casino Tunica July 2006 - March 2007
Horseshoe Casino July 2006 - March 2007
Sheraton Casino July 2006 - March 2007
MassMutual Financial Group April 2005 - June 2006
The Great Wall Enterprises November 1989 - December 2000
Skills
Casino Gaming, Bilingual Proficiency, Gambling, Hospitality, Casino
Education
The University of Memphis 1990 — 1996
Bachelor of Science, Management
Amy Facey's MassMutual Financial Group Experience
Job Marketing Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group
Skills
Marketing Strategy, Marketing, Direct Marketing, Strategy, Marketing Communications, Email Marketing, Market Research, Event Planning, Brand Development, Online Marketing, Integrated Marketing, Marketing Research
Education
London School of Economics and Political Science
Master of Science (MSc), Sociology
Marymount College, Tarrytown NY
Bachelor of Science (BS), Sociology
MassMutual Financial Group
Skills
Marketing Strategy, Marketing, Direct Marketing, Strategy, Marketing Communications, Email Marketing, Market Research, Event Planning, Brand Development, Online Marketing, Integrated Marketing, Marketing Research
Education
London School of Economics and Political Science
Master of Science (MSc), Sociology
Marymount College, Tarrytown NY
Bachelor of Science (BS), Sociology
Patricia (Claeys) Gallant, CBAP's MassMutual Financial Group Experience January 1987 - March 1995
Job Associate Director Business Systems Analysis at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial April 2009 - Present
Sun Life Financial June 2007 - March 2009
Genworth Financial April 2004 - May 2007
GE FINANCIAL ASSURANCE April 2000 - March 2004
Phoenix Home Life Mutual Insurance Company March 1995 - March 2000
MassMutual Financial Group January 1987 - March 1995
Skills
Business Analysis, Project Management, Six Sigma, Program Management, Coaching/performance..., Estimating, Requirements elicitation, Use Case, Process Improvement, Data Modeling, Requirements Gathering, Databases, Testing, Analysis, SQL, SDLC, Requirements Analysis
Education
Albert-Ludwigs-Universität Freiburg im Breisgau 1985 — 1986
n/a
University of Virginia 1982 — 1986
BA, GERMAN LANGUAGE & LITERATURE
Sun Life Financial April 2009 - Present
Sun Life Financial June 2007 - March 2009
Genworth Financial April 2004 - May 2007
GE FINANCIAL ASSURANCE April 2000 - March 2004
Phoenix Home Life Mutual Insurance Company March 1995 - March 2000
MassMutual Financial Group January 1987 - March 1995
Skills
Business Analysis, Project Management, Six Sigma, Program Management, Coaching/performance..., Estimating, Requirements elicitation, Use Case, Process Improvement, Data Modeling, Requirements Gathering, Databases, Testing, Analysis, SQL, SDLC, Requirements Analysis
Education
Albert-Ludwigs-Universität Freiburg im Breisgau 1985 — 1986
n/a
University of Virginia 1982 — 1986
BA, GERMAN LANGUAGE & LITERATURE
Don Sachtleben's MassMutual Financial Group Experience Financial ProfessionalMassMutual Financial GroupSeptember 2005 - Present
Job Financial Professional
Industry Financial Services
Experience
R. D. Davis, Inc. May 2011 - Present
MassMutual Financial Group Financial ProfessionalMassMutual Financial GroupSeptember 2005 - Present
Skills
Estate Planning,..., Retirement Planning, Mutual Funds, Strategic Financial..., Retirement, Investments, Fixed Annuities, Series 63, Wealth Management, Insurance, Life Insurance, Disability Insurance, Financial Analysis, Securities, Portfolio Management, Estate Planning, Asset Allocation, 401k, Long-term Care, Investment Advisory
Education
The University of Texas at Austin 1964 — 1969
Bachelor of Business Administration (BBA), Finance and Marketing
The University of Texas at Austin - The Red McCombs School of Business 1964 — 1969
BBA, Marketing/Finance
R. D. Davis, Inc. May 2011 - Present
MassMutual Financial Group Financial ProfessionalMassMutual Financial GroupSeptember 2005 - Present
Skills
Estate Planning,..., Retirement Planning, Mutual Funds, Strategic Financial..., Retirement, Investments, Fixed Annuities, Series 63, Wealth Management, Insurance, Life Insurance, Disability Insurance, Financial Analysis, Securities, Portfolio Management, Estate Planning, Asset Allocation, 401k, Long-term Care, Investment Advisory
Education
The University of Texas at Austin 1964 — 1969
Bachelor of Business Administration (BBA), Finance and Marketing
The University of Texas at Austin - The Red McCombs School of Business 1964 — 1969
BBA, Marketing/Finance
Mary Remise-Maynard's MassMutual Financial Group Experience March 2000 - Present
Job Facilities Cooridinator at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group March 2000 - Present
Skills
Microsoft Office, Leadership, Sales, Risk Management, Financial Analysis, Process Improvement, Investments, Business Analysis, Insurance, Finance
Education
The New School
MassMutual Financial Group March 2000 - Present
Skills
Microsoft Office, Leadership, Sales, Risk Management, Financial Analysis, Process Improvement, Investments, Business Analysis, Insurance, Finance
Education
The New School