MassMutual Financial Group
The Massachusetts Mutual Life Insurance Company, founded in 1851, is an American mutual life insurance company serving five million clients. With headquarters in Springfield, Massachusetts, the company employs more than 7,000 in the United States, and a total of 10,614 internationally. Headquarters: Springfield, Massachusetts, United States Revenue: 29.6 billion USD (2016) Founder: George W. Rice Founded: 1851, Springfield, Massachusetts, United States Subsidiaries: Barings, OppenheimerFunds, Executives: Roger W. Crandall (CEO, President, Chairperson),
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MassMutual Financial Group Employees
Ash Brokerage November 2007 - Present
One Resource Group April 2005 - October 2007
MassMutual Financial Group July 2001 - October 2004
Education
Tidewater Community College
Associate's degree, Paralegal
Bayside High School
MassMutual Financial Group November 2013 - Present
MassMutual Financial Group January 2013 - October 2013
The Hartford August 2012 - December 2012
Boys and Girls Club June 2006 - August 2011
Skills
Series 6, Series 63, Retirement, Sales, Sales Operations
Education
Trinity College-Hartford 2008 — 2011
B.A., Political Science
Bristol Eastern High School 2004 — 2008
ADT September 2014 - Present
Colonial Life April 2013 - July 2015
True North Title October 2013 - February 2015
MassMutual Financial Group March 2012 - April 2013
ValuTeachers April 2010 - July 2012
Verizon March 2010 - March 2012
Simply Wireless April 2008 - January 2010
Skills
Security, Sales, Alarm Systems, Customer Service, Salesforce.com, Training, Client Education, Microsoft Office, Outlook, Marketing, Small Business, Budgeting, Life Insurance, Term Life Insurance, Fixed Annuities, Budgets, Strategic Financial..., Retirement Planning, Mutual Funds, Marketing Strategy, Public Speaking, Long Term Care Insurance, Asset Protection, Disability Insurance, Nonprofits, Universal Life, Annuity Sales, Financial Planning
Education
University of Houston-Downtown 2002 — 2004
Interdisciplinary Studies
Tidewater Community College 1996 — 2000
Associates in Liberal Arts/English, English/interdisciplinary studies
Aetna April 2012 - Present
MassMutual Financial Group July 2010 - April 2012
Aetna April 2001 - July 2010
Perot Systems June 1999 - April 2001
U.S. Marine Corps May 1993 - June 1999
Skills
Program Management, Business Process..., Strategy, Leadership, Vendor Management, Process Improvement, Change Management, Strategic Planning, Management, Analysis, Executive Management, Six Sigma, Management Consulting, Insurance, Project Planning, Project Portfolio..., Cross-functional Team..., Training, Team Building, PMO, Team Leadership, Business Process..., Business Intelligence, Leadership Development, Healthcare, Data Analysis, Risk Management, Budgets, Health Insurance, Financial Services, Requirements Analysis, Security Clearance, Logistics, Organizational Design, Military, Health Care Reform, Corporate Governance, Operational Planning, Volunteering
Education
United States Naval Academy 1989 — 1993
Bachelor of Science (B.S.)
Northwestern Mutual January 2014 - Present
BNI 2012 - Present
MassMutual Financial Group September 2011 - January 2014
Skills
Financial Services...
Education
Sayre School 1984 — 1989
High School
University of Alabama
University of Kentucky
TEKsystems March 2014 - Present
TEKsystems February 2013 - February 2014
Vuong's Martial Arts April 2008 - October 2012
West County Martial Arts December 2007 - October 2012
MassMutual Financial Group May 2007 - February 2008
Skills
Microsoft Office, Customer Service, Project Management, Microsoft Excel, Sales, Social Media, Public Speaking, Marketing, Recruiting, Team Building, Microsoft Word, PowerPoint, Social Networking, Event Planning, Teaching, Team Leadership, Editing, Time Management, Event Management, Outlook, Facebook, Advertising, Retail, Community Outreach, Training, Program Management, Access, Data Analysis, Management, Leadership, Analysis, Budgets
Education
Towson University 2004 — 2007
Bachelor's degree, Business Administration and Management, General
Golub Group, LLC January 2014 - Present
MassMutual Financial Group 2001 - 2013
Morgan Stanley 1999 - 2001
Skills
Business Development, Wealth Management, Personal Financial..., Asset Managment, Cash Flow Forecasting, College Savings Plans, Estate Planning, Investment Advisory, Portfolio Management, Retirement Planning, Risk Management, Intergenerational..., Trust Management, Bonds, REIT, Stocks, Series 6, Series 63, Series 65, Asset Management, Disability Insurance, Finance, Long-term Care, Employee Benefits, Financial Advisory, Financial Services
Education
University at Albany
Bachelor of Arts (B.A.), Economics and Philosophy
BBVA Compass July 2015 - Present
The University of Alabama August 2014 - December 2014
IDR, Inc. August 2014 - December 2014
MassMutual Financial Group June 2014 - August 2014
Forza Financial February 2014 - August 2014
Bob's Victory Grille May 2013 - August 2013
Whitney Bank June 2011 - August 2011
Skills
Social Media, Social Networking, Event Planning, Public Speaking, Facebook, Microsoft Office, Social Media Marketing, Leadership, Microsoft Excel, PowerPoint, Marketing Strategy, Marketing Communications, Teamwork, Editing, Team Leadership, English, Media Relations, Project Management, Customer Service, Microsoft Word, Marketing, Time Management, Public Relations, Management, Sales, Research, Finance, Banking, Training
Education
University of Alabama 2011 — 2015
Bachelor of Science (BS), Finance, Marketing, Economics, Professional Sales
University of Alabama 2011 — 2015
BS, Finance and Marketing
Transamerica Retirement Solutions July 2012 - Present
Schneider Communications September 2010 - July 2012
MetLife April 2011 - December 2011
Prudential Financial December 2004 - October 2010
CIGNA May 2002 - December 2004
Fidelity Investments June 2000 - January 2002
MassMutual Financial Group June 1999 - June 2000
The Hartford April 1992 - June 1999
The Hartford January 1989 - April 1992
Self-Employed January 1982 - January 1989
Skills
Marketing Strategy, Copywriting, Social Media, B2B, Thought Leadership, Budgeting, Corporate Communications, Email Marketing, Direct Mail, Marketing Communications, Internal Communications, Advertising, Brand Development, Direct Marketing, Digital Marketing, Social Media Marketing, Online Marketing, Public Relations, Lead Generation, Strategic Planning, Market Research, Marketing Management, Creative Development, Customer Relations, Product Marketing, Budget Management, Media Relations, New Business Development, Social Networking, Writing, Public Speaking, Promotions, Press Releases, Event Management, Account Management, Corporate Branding, Strategic Communications, Marketing Research, Facebook, Budgets, Creative Direction, Marketing, Customer Service, Business Development, Newsletters, CRM, Management, Project Management, Web Content, Leadership
Education
Medill School of Journalism - Northwestern University 2013 — 2016
Master of Science (MS), Integrated Marketing Communications
Trinity College-Hartford 1975 — 1981
BA, History
MassMutual Financial Group January 2014 - Present
National Standard of Puerto Rico May 2012 - January 2014
EDUK February 2011 - May 2012
Integrated Wellness Consultants March 2010 - May 2012
University of Puerto Rico - Mayaguez Campus August 2009 - December 2009
Ideatico May 2009 - August 2009
Hispania Research Corporation April 2004 - August 2004
Skills
Bilingual-Spanish, Group Work, Creative Problem Solving, Enthusiastic, Analytical Abilities, Statistics, Probability, Digital Illustration, Great People Skills, Teaching Skills, Teaching Experience, Entrepreneur, Research, Teaching, Mathematics, Microsoft Office, PowerPoint, Word, Excel, Social Media, Problem Solving, Data Analysis, Spanish, Coaching, Photoshop, Teamwork, Analysis, Customer Relations, Public Relations, Customer Service, Metrology, Microsoft Excel, GMP, Matlab, Public Speaking, Mathematica, Leadership, Access, Programming, Time Management, Project Management, Team Leadership, Social Networking, Strategy, Science, Outlook, OS X, Microsoft Word
Education
Universidad Politécnica de Puerto Rico 2012 — 2015
Bachelor's degree, Industrial Engineering
University of Puerto Rico, Mayaguez Campus 2004 — 2010
Bachelor of Science, Pure Mathematics
Colegio Espiritu Santo 1997 — 2004
High School Diploma, General
MassMutual Financial Group January 2015 - Present
Griffin-Wilkes October 2013 - October 2014
AT&T Mobility December 2010 - October 2013
Metasys Technologies, Inc. September 2010 - December 2010
Troy University August 2007 - September 2010
Skills
Customer Service, Customer Satisfaction, Sales, Microsoft Office, Retail, Outlook, Microsoft Excel, PowerPoint, Inventory Management, Microsoft Word, Retail Sales, Social Media, Public Speaking, Merchandising, Building Relationships, Customer Experience, Telephone Skills, Facebook, Teamwork, Team Leadership, Data Entry, Time Management
Education
Troy University 2005 — 2010
B.S., Psychology
Troy University 2005 — 2010
B.S., Social Science
Angel L Pagan Jr Agency December 2010 - Present
MassMutual Financial Group November 2014 - Present
H & H Insurance Professionals September 2010 - September 2014
Prudential Financial December 2013 - May 2014
Cooperativa de Seguros Multiples de PR April 1997 - December 2010
Skills
P&C Insurance, Life Insurance, Universal Life, Commercial Insurance, Insurance, Term Life Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Property & Casualty..., General Insurance, Whole Life, Long-term Care, Underwriting, Long Term Care Insurance, Retirement Planning, Retirement, Finance, Workers Compensation
Education
Universidad de Puerto Rico 2000 — 2001
CE, Insurance
Pontifical Catholic University of Puerto Rico - Ponce 1993 — 1995
Associate of Arts (AA), Accounting and Business/Management
Buena Vibra Group September 2014 - Present
London Bar April 2013 - January 2014
Small Bar April 2011 - January 2014
MassMutual Financial Group September 2009 - April 2011
Novel See Media June 2006 - December 2010
Skills
Entrepreneurship, Consulting, Start-ups, Management, Business, Advertising, Online Marketing, Executive Management, Negotiation, Information Technology
Education
Academia Nuestra Señora de la Providencia
Universidad de Puerto Rico - Mayaguez
MassMutual Financial Group 2012 - Present
US Navy 2009 - 2012
USCENTCOM 2010 - 2011
US Navy 2008 - 2009
US Navy 2006 - 2008
Skills
Retirement, Program Management, Operational Planning, Logistics, Financial Services, Wealth Management, Retirement Planning, Employee Benefits, Risk Management, Financial Analysis, Organizational..., Finance, Security, Fixed Annuities
Education
University of Massachusetts at Lowell 2009 — 2012
Master of Business Administration (M.B.A.), Finance
United States Naval Academy 2002 — 2006
Bachelor of Science (BS), Economics
MassMutual Financial Group May 2004 - Present
Fred Alger Management, Inc. January 2000 - May 2004
Skills
Insurance, Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training
Education
State University of New York at Albany 1994 — 1998
BA, Economics
Platts January 2015 - Present
MassMutual Financial Group August 2014 - November 2014
Standard & Poor's August 2013 - December 2013
MetLife April 2013 - July 2013
TIAA-CREF May 2012 - December 2012
AIG April 2011 - January 2012
Standard & Poor's May 2010 - April 2011
at Wachovia Bank September 2009 - July 2010
Wachovia Bank July 2008 - March 2009
Lincoln Financial Group September 2007 - July 2008
Skills
Business Analysis, SDLC, Financial Services, Requirements Gathering, Business Requirements, Requirements Analysis, Business Process..., Risk Management, Product Management, Fixed Income, Business Intelligence, Software Project..., Project Management, Vendor Management, Agile Methodologies, Analysis, Enterprise Software, Leadership, Program Management, Management, Strategy, Market Research, Visio, User Acceptance Testing, SharePoint
Education
University at Albany, SUNY 1988 — 1990
MA, History
University at Albany, SUNY 1983 — 1987
BA, History
Monsignor Farrell High School 1979 — 1983
OneLogin, Inc. June 2014 - Present
PeopleMatter October 2013 - April 2014
Experian Data Quality November 2012 - October 2013
MassMutual Financial Group July 2010 - December 2012
MassMutual Financial Group January 2008 - June 2010
UC Davis Men's Water Polo Club March 2004 - December 2007
Astone January 2007 - June 2007
Skills
Sales, Leadership Development, Sales Management, Account Management, Cross-functional Team..., Salesforce.com, Personal Development, Training Delivery, Business Strategy, Prospecting Skills, Startup Development, Growth Strategies, Growth Hacking, Downhill Skiing, Management, Marketing
Education
University of California, Davis 2003 — 2007
Universidad de Granada 2005 — 2006
University of Tennessee at Knoxville Athletics June 2010 - July 2012
MassMutual Financial Group 2012 - 2012
Hardin County High School July 2007 - May 2010
Hardin County High School July 2007 - May 2010
Hardin County Middle School July 2007 - May 2010
Hardin County Middle School January 2007 - May 2010
Nike 2006 - 2007
National Football League 2001 - 2007
D1 Sports Facility February 2006 - May 2006
Rush Fitness Complex December 2005 - February 2006
Skills
Athletics, Sports Management, Sports Marketing, Sports, Public Speaking, Coaching, Fundraising, Event Planning, Event Management, Leadership Development, Social Networking, Public Relations, Social Media, Sales, Leadership, Scouting, Team Building, Sponsorship, Training, Athletic Training, Non-profits, Strategic Planning, Teaching, Personal Training, PowerPoint, Facebook, Social Media Marketing, Marketing Strategy, Fitness, Marketing, Customer Service, Sales Management, Higher Education, Staff Development, Nonprofits, Community Outreach, Curriculum Design, Program Management, Microsoft Word, Entrepreneurship, Time Management, Student Development, Athletic Administration, Sports Coaching, Student Affairs, Football, Strength Training
Education
Trevecca Nazarene University 2009 — 2010
Masters; Masters, Educational Leadership
University of Tennessee-Knoxville 1997 — 2001
Urban Planning, Liberal Arts and Sciences/Liberal Studies
MassMutual Financial Group May 2013 - Present
MassMutual Financial Group March 2013 - May 2013
LearnToProgram.TV October 2012 - February 2013
LearnToProgram.tvVernon June 2012 - February 2013
LearnToProgram.TV May 2012 - February 2013
Manchester High School January 2003 - June 2012
Skills
Technical Writing, Teaching, Marketing, Digital Media, Social Media, Speed Reading, Typing, Web Development, Technical Communication, SnagIt, RoboHelp, E-Learning, Copy Editing, Instructional Design, Classroom, Creative Writing, Editing, Curriculum Design, Legal Research, Whole Life, Group Life, Fixed Annuities, Variable Annuities, CMS, Multimedia
Education
Trinity College 2005 — 2010
Masters of Arts, English and Rhetoric
Trinity College-Hartford 2005 — 2010
Master's degree, English Language and Literature/Letters
University of Hartford 1998 — 2002
Bachelor's degree, Secondary Education and Teaching
University of Hartford 1998 — 2002
Bachelor of Arts, Secondary Education and Teaching
Staples High School 1994 — 1998
Manchester Board of Education
BASF January 2015 - Present
Seabrook LNG 2012 - Present
Infinite Group Development November 2013 - December 2014
Trans Ocean Bulk Logistics August 2011 - February 2013
Expeditors June 2010 - December 2010
MassMutual Financial Group March 2006 - February 2007
Education
Tulane University - A.B. Freeman School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
University of Houston 2001 — 2005
Business Administration and Management
MassMutual Financial Group May 2015 - Present
University at Buffalo Professional BS Program September 2012 - Present
Boston Market 2014 - May 2015
Vocelli Pizza 2010 - 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Microsoft Office, Social Media, Time Management, Leadership, Research, Public Speaking, Social Networking
Education
State University of New York at Buffalo 2012 — 2016
International Business, junior
MassMutual Financial Group June 2015 - Present
Trinity College - Hartford March 2015 - Present
MassMutual Financial Group November 2013 - April 2014
MassMutual Financial Group June 2013 - August 2013
YMCA of Greater Springfield June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Customer Service, Event Planning, Time Management, Community Outreach, Management, Nonprofits, Social Networking, Marketing
Education
Trinity College-Hartford 2014 — 2018
Political Science and Government
Springfield Central High School 2010 — 2014
Advanced Placement Studies, Graduated Summa Cum Laude
MassMutual Financial Group July 2013 - Present
MassMutual Financial Group March 2012 - July 2013
MassMutual Financial Group April 2008 - March 2012
MassMutual Financial Group February 2008 - April 2008
Great Concepts Promotions and Marketing Agency November 2006 - January 2008
Skills
Marketing Strategy, Sales Process, Promotions, report preparation, General Office Duties, Customer Service, Insurance, computer knowledge, excellent comunication..., Recruitment/Retention, confiedential record..., Internet, Social Networking, Team Leadership, Bakery, Insurance Claims, Scheduling, Registration, Standards Compliance, Application Lifecycle..., Able To Work Under..., human resources, Marketing, Event Planning, Sales, Human Resources, Investments
Education
Universidad del Sagrado Corazón 2012 — 2013
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Universidad del Sagrado Corazón 2006 — 2010
Master of Business Administration (MBA), International Marketing, 3.76
Universidad de Puerto Rico Rio Piedras 1999 — 2004
Bachelor's degree, Psychology
Colegio Nstra. Sra. de Guadalupe 1986 — 1999
General Studies Diploma, General Studies, 3.98
Newfleet Asset Management June 2013 - Present
Grove Street Advisors July 2012 - June 2013
MassMutual Financial Group June 2011 - July 2012
MassMutual Financial Group September 2010 - January 2011
Skills
Excel, PowerPoint, Microsoft Word, SAP R/3, SAP BW, Bloomberg
Education
Western New England University 2008 — 2012
Bachelor of Science in Business Administration, Finance
Universidad Pablo de Olavide 2011 — 2011
Business, Spain, Study Abroad
MassMutual Financial Group January 2015 - Present
ESPN March 2012 - December 2014
Boehringer Ingelheim Pharmaceuticals March 2005 - March 2012
Boehringer Ingelheim Pharmaceuticals March 2005 - March 2009
Philips Electronics North America June 2001 - February 2005
Towers Perrin December 1999 - June 2001
General Electric Company June 1996 - December 1999
Skills
Strategic Communications, Internal Communications, Corporate Social..., Communication Training, Corporate Communications, Program Management, Strategy, Content Development, Event Planning, Strategic Planning, Corporate Branding
Education
University at Albany, SUNY
MA, Organizational Communication
MassMutual Financial Group November 2012 - Present
CRMbizTXT, LLC March 2011 - November 2012
Keller Williams Realty April 2008 - January 2010
Advanced Cardiology Group January 2003 - 2007
NextSure L.L.C January 2001 - 2003
TradeLink December 1997 - December 2000
Skills
Leadership, Sales Management, Selling, Account Management, Sales, Real Estate, Marketing Strategy, Marketing, New Business Development, Direct Sales, Customer Service, Insurance, Finance, Start-ups, Pricing, Employee Benefits, Customer Retention, Sales Process, Cold Calling, Networking, Business Development, CRM
Education
University of Arizona 1991 — 1996
Bachelor of Arts (B.A.), Mass Communication/Media Studies
University of Phoenix
AGI Financial Services January 2012 - Present
MassMutual Financial Group May 2001 - January 2012
Home Media Richmond August 1993 - December 2002
KEF Electronics Tovil Distributors 1987 - 1993
NAD 1985 - 1987
Sound Resource 1981 - 1985
Technicon Mktg January 1978 - January 1981
Studer Revox 1976 - 1979
Skills
New Business Development, Account Management, Sales, Strategic Planning, Marketing Strategy, Forecasting, Mergers, Business Development, Strategic Partnerships, B2B, Sales Management, Management, Product Development, Mergers & Acquisitions, Strategy
Education
American College 2007 — 2007
CFBS, Financial Issues Affecting Family Businesses
University of Tennessee-Knoxville 1972 — 1975
MFA, Psychology, Math, French
United States Naval Academy 1966 — 1968
Engineering, Math, French
Regions Financial Corporation September 2012 - Present
Regions Bank June 2009 - September 2012
Regions Bank March 2005 - June 2009
MassMutual Financial Group July 2004 - March 2005
ProGolf 2000 - 2004
Skills
Liquidity Management, Investments, Treasury Management, Banking, Portfolio Management, Cash Management, Deposits, Talent Management, Securities, Treasury Services, Mutual Funds, Asset Management, Liquidity, Cash, Trust Services, Asset Allocation, Bloomberg, Internet Banking, Investment Management, Bonds, Leadership, Marketing, Wealth Management, Commercial Banking, Credit Analysis, Finance, Financial Services, Product Management
Education
University of Alabama at Birmingham 1999 — 2003
BS, Finance
Massachusetts Mutual Life Insurance Company (MassMutual) May 2006 - Present
MassMutual Financial Group 2006 - Present
New England Financial 1999 - 2008
Education
University of Alabama 2011 — 2013
Leadership Studies, LA
University of Massachusetts Lowell 1986 — 1990
Boston Mutual Life Insurance January 2014 - Present
CECOM INTERNATIONAL USA 1982 - May 2014
MassMutual Financial Group April 2011 - March 2014
Cecom Intl. Trade a Risk Management and Financial Services Practice January 2004 - October 2011
Farmers Insurance Group of Co's June 1985 - December 2007
Skills
Financial Services, Business, Investments, Fixed Annuities, Health Insurance, Retirement Planning, Insurance, Mutual Funds, Strategic Financial..., Workers Compensation, Brokers, Disability Insurance, Life Insurance, Asset, Term Life Insurance, Retirement, Long-term Care, IRAs, 401k, Series 6, Property, Commercial Insurance, Permanent Life Insurance, Umbrella Insurance, Mortgage Banking, Life, Brokerage, Buy-sell Agreements, Key Person Insurance, Asset Allocation, Whole Life, Long Term Care Insurance, Financial Planners, Wealth Accumulation, Loans, Variable Annuities, FINRA, Casualty, 401k Rollovers, Income Protection, Guaranteed Lifetime..., Licensed Life, Real Estate, Investment Properties, Universal Life, Roth IRA, Wealth, Underwriting, Personal Financial..., Investors
Education
University of California, Berkeley 1999 — 2003
Finance, Certificate Personal Financial Planner
Universidad Iberoamericana, Ciudad de México 1980 — 1982
Arndt & Associates January 1989 - Present
Arndt & Associates 1989 - Present
Headway Financial Group 2006 - September 2010
MassMutual Financial Group March 1987 - December 1988
Prudential Financial February 1985 - March 1987
St. Louis Ultralights, Inc. February 1980 - November 1986
Skills
Financial Advisor, Small Business, Management, Entrepreneurship
Education
Tulane University 1974 — 1976
BA, Psychology, Biology
Drake University 1972 — 1974
Biology/Psych
US Department of Housing and Urban Development August 2011 - Present
Department of Veterans Affairs October 2009 - August 2011
MassMutual Financial Group November 2000 - August 2004
Prudential Financial 1996 - 2000
Skills
Outlook, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Event Planning, Leadership, Project Management, Public Speaking, Training, Management, Budgets, Team Building, Strategic Planning, Financial Planning, Leadership Development, Research, Nonprofits
Education
University of Alabama at Birmingham 2009 — 2014
Attending, Economics
Pinson Valley High School 1987 — 1990
Diploma, Advanced Academic
Standard Pension Services LLC July 2014 - Present
MassMutual Financial Group July 2014 - Present
Park Avenue Asset Mgmt. May 2013 - May 2014
Bloodhound Process/Katerina Arvanitakis Law Firm September 2011 - February 2012
State University of New York January 2007 - January 2011
Leslie’s Pool Supplies May 2010 - September 2010
ZBT of Suny Albany January 2008 - January 2010
Dustin Dente Law Office May 2008 - September 2008
Fundraising for Children’s Miracle Network Huntington Hospital January 2006 - January 2007
High School Sport January 2005 - January 2007
Skills
Certified Registered..., Securities, Finance, Trading, Fundraising, Stockbroking, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Series 3 Licensed, Sports, Facebook, Time Management, Management
Education
SUNY Albany 2007 — 2011
Bachelor of Arts (B.A.), History Major, Business Minor
MassMutual Financial Group January 2015 - Present
648 Hudson st LLC March 2013 - Present
1704 Danby rd June 2009 - Present
New York Life Insurance Company March 2013 - January 2015
Skills
Fixed Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Retirement Planning, Whole Life, IRAs, Leadership, Customer Service, Insurance, Long-term Care, Sales
Education
Tompkins Cortland Community College 2010 — 2011
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
MFS Investment Management December 2012 - Present
MFS Investment Management August 2010 - November 2012
MFS Investment Management May 2010 - July 2010
Concord Academy May 2008 - May 2010
MassMutual Financial Group June 2009 - April 2010
Baystate Financial Services October 2007 - June 2009
Skills
Mutual Funds, New Client Acquisitions, Investment Strategies, Tax-advantaged..., Public Seminars, Business Development, Relationship Management, Marketing Strategy, Continuing Education, Practice Management, Risk Management
Education
Trinity College-Hartford 2003 — 2007
Bachelor of Science (B.S.), Economics
Northfield Mount Hermon High School 1999 — 2003
MassMutual Financial Group November 2012 - Present
National Football League April 2007 - November 2012
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Financial Analysis, Insurance, Football, 401k, Mutual Funds, Financial Services, Wealth Accumulation, Asset Allocation, Employee Benefits, Investments, Coaching, Estate Planning
Education
University of Alabama 2002 — 2006
Consumer Science, Financial Planning and Services
MassMutual Financial Group April 2010 - Present
MassMutual Financial Group August 2008 - April 2010
Abercrombie & Fitch December 2007 - July 2008
Festival International D'Art Lyrique December 2006 - August 2007
Skills
Customer Service, Leadership, Teamwork, Oral & Written..., Sales, Spanish, Data Analysis, French, Social Media, Bilingual, Problem Solving, Computer Proficiency, Interpersonal Skill, Fast Learner, Fast Paced Environment, Efficiency, Business Acumen, Adaptability, Diversity & Inclusion, English, International Travel, Self-starter, Avaya IP Telephony, Hospitality, Sociology, Statistics, Creativity, Makeup Artistry, Coaching, Marketing, Life Insurance, Time Management, Communication
Education
University of Barcelona 2003 — 2004
Master's degree, Natural Resources/Conservation, General
University of Provence Aix-Marseille 2000 — 2003
Master's degree, Environment and Land Planning in the Mediterranean
University of Provence Aix-Marseille 1998 — 2000
Associate of Arts (A.A.), Sociology and Anthropology
Sunbudz, Inc September 2013 - Present
Stella & Dot September 2010 - September 2014
Prudential Financial April 2009 - May 2010
Mary Kay Inc. April 2007 - April 2009
PartyLite July 2003 - August 2005
MassMutual Financial Group December 2002 - August 2005
Thomson Financial July 2000 - October 2002
Skills
Budget, Time Management, Management, Direct Sales, Sales, Account Management, Social Media, Customer Service, New Business Development, Marketing, Cold Calling, Social Media Marketing, Retail, Sales Management, Event Planning, Marketing Strategy, Fashion, Product Development, Budgets, Microsoft Excel, Advertising, Cross-functional Team..., Leadership, Recruiting, CRM, Strategy, Public Speaking, Training, Team Management, Coaching, Market Research
Education
Union College 1996 — 2000
Bachelor of Science, Economics; Spanish
MassMutual Financial Group January 2015 - Present
Bankers Life and Casualty Company January 2013 - October 2014
the Broad Street Guest House 2005 - 2010
Carolina One Real Estate 2005 - 2009
Coldwell Banker Innovation Real Estate 1986 - 2005
Skills
Disability Insurance, Life Insurance, Long Term Care Insurance, Fixed Annuities, Medicare Supplements, Investment Properties, Real Estate
Education
University at Albany, SUNY 1973 — 1977
MassMutual Financial Group October 2009 - Present
MassMutual March 1996 - May 2009
IBM Corp. - Puerto Rico January 1987 - July 1992
IBM Corp - Essex Jct, VT May 1981 - January 1987
Skills
ITIL, Windows Server, Mainframe, Business Analysis, Active Directory, SQL, Microsoft SQL Server, Data Warehousing, Enterprise Architecture, Process Improvement, Business Intelligence
Education
Advanced Computer & Electronics College 1979 — 1981
Certificate, Computer Programming
Instituto Technologico de Rio Piedras 1979 — 1981
AA, Electronics Engineering
Universidad de Puerto Rico 1975 — 1978
Biology
Debbie Leaman December 2004 - Present
Financial Network Investment Corporation, Member SIPC April 1999 - July 2004
MassMutual Financial Group March 1998 - April 1999
Wood-Logan Associates June 1995 - May 1996
Nathan & Lewis Securities November 1983 - November 1993
MFS Investment Management April 1981 - October 1983
Skills
Mutual Funds, Marketing, Management, Financial Advisory, Public Speaking, Sales, Newsletters, Magazines, Finance, Due Diligence, Fundraising, Event Planning, Writing, Editing, Investments, Leadership, Web Content, Sales Brochures, Developmental editing, Wealth Management
Education
Tufts University 1976 — 1980
B.A., liberal arts, magna cum laude
Tufts University 2010 - 2010
MassMutual Financial Group May 2009 - August 2009
UBS May 2008 - August 2008
Education
Tufts University 2006 — 2010
Bachelor of Arts, Quantitative Economics
Welch Allyn May 2011 - Present
Mass Mutual March 2006 - May 2011
MassMutual Financial Group April 2003 - January 2006
Babson Capital Management January 2005 - September 2005
Mass Mutual Financial Group 2005 - January 2005
PriceWaterhouseCoopers Consulting June 2000 - June 2002
Skills
SAP, Business Intelligence, ABAP, ERP, SQL, Unix, System Administration, Change Management, Database Administration, Visual Basic, Java, DB2, HTML, AIX, Troubleshooting, System Architecture, JavaScript, Linux, Open Source Software, Content Management, SAP Netweaver, Program Management, SAP BI, SAP Implementation, SAP BW, SAP R/3, Analysis, Software Documentation, Performance Tuning, Databases, ECC, Visio, SAP FI, Integration, Business Objects, Requirements Analysis, SDLC, SharePoint, SD, Data Modeling, Business Analysis, Business Process, Enterprise Architecture, ETL, IT Strategy, IT Management, SAP ERP, Software Project..., Data Migration, EDI
Education
University at Albany, SUNY 1998 — 2000
MBA, Management Information Systems
State University at Albany 1994 — 2000
Bachelor of Science, Economics
State University at Albany 1994 — 2000
Masters, Business Administration; Management Information Systems
Level 3 Communications January 2012 - Present
PAETEC January 2008 - January 2012
MassMutual Financial Group 2004 - 2008
Skills
VoIP, Solution Selling, Content Delivery, Managed Services, Account Management, Direct Sales, Unified Communications, Salesforce.com, Co-location, Telecommunications, SaaS, Cloud Computing, New Business Development, Data Center, Cold Calling, Disaster Recovery, Networking, Leadership, Professional Services, WAN, SIP
Education
SUNY Albany 1999 — 2004
Bachelor of Arts (B.A.), Organizational Communication, General
State University of New York at Albany
UB Football August 2012 - Present
MassMutual Financial Group May 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Teamwork, Operations Management
Education
University at Buffalo 2012 — 2016
Bachelor of Business Administration (B.B.A.), Financial Analysis and Management Information Systems
DeMatha Catholic High School 2008 — 2012
High School
Citi January 2014 - Present
Citi October 2012 - January 2014
Citi November 2010 - October 2012
The Jacobs Team June 2008 - September 2010
MassMutual Financial Group January 2008 - September 2010
Education
CFA Institute 2010 — 2012
CFA Charterholder
University at Buffalo 2005 — 2007
Graduate Department of Mathematics
University at Buffalo 2001 — 2005
Bachelor's degree, Mathematics
PricewaterhouseCoopers September 2008 - Present
MassMutual Financial Group January 2008 - May 2008
SC&H Group February 2007 - December 2007
Skills
Financial Risk, Insurance, Internal Controls, Auditing, Tax, Accounting
Education
Towson University 2004 — 2008
Bachelor of Science (B.S.), Accounting
Gateway Regional High School
Gateway Regional High School
Epsilon August 2013 - Present
MassMutual Financial Group August 2011 - March 2013
Travelers November 2010 - August 2011
Travelers November 2003 - November 2010
MassMutual Financial Group 2001 - 2003
ING 2000 - 2001
The Hartford 1996 - 1999
Accenture 1990 - 1996
Skills
SDLC, Insurance, Business Analysis, IT Strategy, Vendor Management, Project Management, Change Management, PMO, Leadership, Portfolio Management, Management, Program Management, Risk Management, Project Portfolio..., Financial Analysis, Business Intelligence, Strategic Planning, Budgets, Analysis, Process Improvement, Strategy, Business Strategy, Cross-functional Team..., Quality Assurance, Management Consulting, Financial Services, Governance, Business Process, Business Process..., Software Development, Team Leadership, IT Management, Outsourcing
Education
Trinity College-Hartford 1986 — 1990
Bachelor of Arts (B.A.), Economics
Trinity College-Hartford 1986 — 1990
Bachelor's degree, Economics
MassMutual Buffalo May 2012 - Present
MassMutual Financial Group September 2009 - April 2012
Skills
Disability Insurance, Estate Planning, Research, Customer Service, Insurance, Strategic Financial..., Long Term Care Insurance, Life Insurance, Retirement Planning, Investments, Employee Benefits, Financial Services, Finance, Retirement, Financial Planning
Education
State University of New York at Buffalo 2009 — 2012
Social Science Interdisciplinary BA, Legal Studies, Minor Political Science
Greiner-Maltz Investment Properties September 2014 - Present
MassMutual Financial Group 2010 - January 2015
Skills
Life Insurance, Health Insurance, Fixed Annuities, Disability Insurance, Retirement, Series 63, Retirement Planning, Series 6, IRAs, Series 7, Mutual Funds, Variable Annuities, 401k, 401k Rollovers, Employee Benefits, Insurance, Financial Planning, Investments, Long Term Care Insurance
Education
Universidad Central del Ecuador
Law school
Universidad Central del Ecuador
University at Buffalo School of Management MS August 2010 - Present
MassMutual Financial Group May 2013 - July 2013
Vector Marketing July 2012 - August 2012
University at Buffalo Intramural Sports January 2012 - April 2012
Nevada Diner June 2008 - August 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Leadership, Social Media, Customer Service, Financial Analysis, Sales, Stata, SPSS, Basketball, Windows, PowerPoint, Athletics, Higher Education, Time Management, Sports, Customer Satisfaction, Teamwork, Data Analysis, Community Outreach
Education
University at Buffalo 2010 — 2014
School of Management, Finance, General, Senior
MassMutual Financial Group December 2010 - Present
Viridian March 2010 - December 2010
First United Funding, Inc. January 2005 - December 2010
Freedmont Mortgage January 1992 - January 2005
Skills
Financial Services, Finance, Investments, Financial Analysis
Education
Towson University 1988 — 1993
Calvert Hall College 1984 — 1988
High School Diploma
MPB
MassMutual Financial Group August 2015 - Present
Xerox February 2014 - August 2015
Yale University July 2010 - May 2012
Trumbull Services, LLC 2010 - 2012
Trumbull Services, LLC 2005 - 2010
Micro Business Technologies, LLC 2002 - 2005
Larson for Congress 2002 - 2002
The Hartford 1997 - 2000
Skills
PowerPoint, Photoshop, Customer Service, Research, C++, Social Media, HTML, Java, Windows, Vendor Management, Insurance, Program Management, Analysis, Budgets, Outlook, Visio, Management, Fundraising, Process Improvement, Technology Management, Data Analysis, Sales, Strategic Planning, Project Management, Negotiation, Business Analysis, SDLC, Competitive Analysis, Leadership, Healthcare, CRM, Business Intelligence, Databases, Strategy, Business Process..., Change Management, Management Consulting, Team Building, Consulting, Start-ups, Microsoft Excel, Cloud Computing, SQL, SharePoint, Requirements Analysis, Training, Account Management, Business Development, Analytics, Entrepreneurship
Education
Yale School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, Healthcare Concentration
Trinity College-Hartford 1997 — 2001
Bachelor of Science (B.S.), Computer Science
MassMutual Financial Group March 2014 - Present
Skills
Software Project..., Business Analysis, System Design, Project Management, Systems Analysis, Product Management, PMP, PMO, Management, CRM, Strategy, Program Management, Leadership, Integration, Outsourcing, Governance, Databases, SDLC, Project Planning, Team Management, Analysis, Vendor Management, Requirements Analysis
Education
Yale University
MA
University of New Haven
MS
Universidad de Puerto Rico
BS
Body Mind Systems 1994 — 1996
First Degree Black Belt
Planning Matters, LLC July 2012 - Present
MassMutual Financial Group October 2000 - July 2012
Dime Savings Bank 1970 - 1991
Skills
Retirement Planning, Retirement, Investments, Insurance, Annuities, Long Term Care, Financial Planning
Education
University at Albany, SUNY
B.S., Business Administration
Realtors Choice Home Inspection 2014 - Present
Nexus Advisors LLC 2007 - 2014
MassMutual Financial Group 2007 - 2009
North Dallas Auto Center 1996 - 2005
Tias Inc 1988 - 1996
Skills
Special Needs Planning, Insurance, Down Syndrome, Autism, Autism Spectrum..., Disability Insurance, Long-term Care, Life Insurance, Employee Benefits, Special Education, Financial Planners, Strategic Financial..., Estate Planning, Retirement Planning, Fundraising, Leadership, Fixed Annuities, Child Development, Health Insurance, Wealth Management, Small Business, Wealth, Financial Advisory, Asset Allocation, 401k, Mutual Funds, Long Term Care Insurance, Public Speaking, Customer Service, Nonprofits, Event Planning, Sales, Strategic Planning, Financial Planning, Marketing, Real Estate, Team Building
Education
Champions School of Real Estate
Professional Home Inspector
Hillcrest High School
United States Marine Corps
University of Arizona
criminal justice, Criminal Justice and Corrections
MassMutual Financial Group February 2015 - Present
Aflac September 2013 - 2014
Aflac October 2011 - August 2013
Skills
Aseguradoras, Servicio de atención al..., Planificación..., Insurance, Seguros médicos, Microsoft Excel, Plan de negocio, Customer Service, Health Insurance, Coaching, Liderazgo, Leadership, Professional Services, Team Leadership, Seguros de vida, Strategic Planning, Sales Presentations, Term Life Insurance, Life Insurance, Atención médica a largo..., Seguros generales, General Insurance, Disabilities, Accident Insurance, Business Planning, Teamwork, Team-oriented, Business Coaching, Direct Sales, Sales Process, Recruiting, Career Opportunities, Whole Life, Fixed Annuities, Financial Risk, Universal Life, Protección de activos, Planificación de..., Seguro de vida a..., Rentas vitalicias fijas, Finanzas
Education
The American College 2013 — 2015
FSCP, Financial Services Certified Professional
Universidad de Puerto Rico 2000 — 2003
Psicología
Univar August 2015 - Present
Alpha Phi International Fraternity December 2013 - December 2014
MassMutual Financial Group June 2014 - August 2014
Valley OB/GYN May 2013 - August 2014
The University of Arizona Health Network October 2013 - May 2014
American Chemical Society August 2012 - May 2014
Alpha Phi International Fraternity August 2013 - December 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Organizational..., Teamwork, Team Leadership, Problem Solving, Chemistry, Laboratory, Databases
Education
University of Arizona 2011 — 2015
Bachelor of Science (BS), Chemistry
University of Arizona
MassMutual Financial Group May 2015 - Present
Aflac February 2014 - Present
Swarovski May 2009 - August 2012
Luxottica 2004 - 2009
Skills
Store Management, Fashion, Loss Prevention, Retail, Visual Merchandising, Merchandising, New Store Openings, Marketing, Customer Satisfaction, Luxury Goods, Advertising, Driving Results, Sales Management, Retail Sales, Inventory Management, Customer Service, Store Operations, Apparel, Jewelry, Profit
Education
University of Puerto Rico 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Antilles MIlitary Academy High School 1989 — 1992
High School Certificate of Competence Program
MassMutual Financial Group March 2013 - Present
Fidelity Investments June 2012 - March 2013
Pegasystems March 2011 - May 2012
Fidelity Investments August 1998 - October 2010
Skills
Enterprise Architecture, Integration, Solution Architecture, SDLC, Systems Analysis, IT Strategy, Business Analysis, Software Development, Agile Methodologies, Enterprise Software, Architecture, Application Architecture, Software Project..., DB2, Software Documentation, Human Resources, Business Requirements, SOA, Websphere, COBOL, Testing, Project Management, Requirements Gathering, Data Warehousing, Databases, Requirements Analysis, Strategy, Analysis, Architectures, Business Process..., Financial Services, SQL, Agile Project Management, CICS, PMP, Scrum, Oracle, Data Modeling, Business Intelligence, TOGAF, Consulting, Information Technology
Education
University of Arizona
Bachelor's Degree, Finance
DiscoverOrg August 2015 - Present
MassMutual Financial Group May 2015 - July 2015
University at Buffalo August 2013 - May 2015
More than a Game June 2013 - July 2013
Skills
Customer Service, Management, Public Speaking, Project Management, Leadership, Financial Planning, Life Insurance, Health Insurance, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Strategic Planning
Education
University at Buffalo 2011 — 2015
Geography, International Business/Trade/Commerce
De la Salle High School 2007 — 2011
Rödl & Partner - Rödl Langford de Kock LLP May 2015 - Present
Roedl & Partner January 2014 - April 2014
MassMutual Financial Group May 2013 - December 2013
GBA 300 January 2013 - May 2013
Student Alumni Association April 2012 - April 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Outlook, Research, Public Speaking, English, Financial Analysis, Photoshop, Social Media, Access, Event Planning, HTML, Leadership, Time Management, Social Networking, Public Relations, Facebook
Education
University of Alabama 2014 — 2015
Master's of Accountancy (MACc), Accounting
University of Alabama 2010 — 2014
Bachelors of Science in Commerce and Business Education, Finance (FI) Accounting (AC) Specialization in Professional Accounting
John Cabot University in Rome, Italy 2012 — 2012
MassMutual Greater Los Angeles June 2012 - Present
MassMutual Financial Group August 2002 - June 2012
Penn Mutual 1996 - 2002
Skills
Retirement, Strategic Financial..., Financial Services, Retirement Planning, Employee Benefits, Insurance, Fixed Annuities, Disability Insurance, Life Insurance, 401k, Series 6, Long Term Care Insurance, Series 7, Mutual Funds, Investments, Long-term Care, Series 63, Equities, IRAs, Wealth Management, Estate Planning
Education
Truman State University
Bachelor's Degree, Finance
University of Missouri-Columbia, College of Business 1992 — 1994
Bachelor's Degree, Finance
Prudential Financial June 2007 - Present
MassMutual Financial Group March 2013 - Present
American Assurance Underwriters, Inc. August 2010 - Present
Colonial Life April 2010 - Present
Visalus Sciences July 2012 - March 2013
New England Financial September 2009 - June 2012
Skills
Long-term Care, Insurance, Retirement, Retirement Planning, Disability Insurance, Investments, Fixed Annuities, Health Insurance, Strategic Financial..., Financial Analysis, Strategic Planning, Estate Planning, Term Life Insurance, Securities, Sales, Entrepreneurship, Unit Investment Trusts, REIT, Financial Advisory, Wealth Accumulation, Financial Services, Long Term Care Insurance, Life Insurance, 401k
Education
Colegio Internacional Maria Inmaculada 1994 — 1999
Bachelor, Sciences and Letters
Universidad de Panamá 1992 — 1999
Major, Economics
MassMutual Financial Group May 2015 - August 2015
J.Crew May 2014 - August 2014
Hollister Co. May 2012 - March 2013
Journeys Kidz March 2012 - August 2012
Big Brothers Big Sisters November 2011 - February 2012
Confraternity of Christian Doctrine August 2011 - February 2012
Education
University of Alabama 2013 — 2017
Business, Management, Marketing, and Related Support Services, Freshman
Downingtown East High School 2012 — 2013
Diploma
Winnacunnet High School 2009 — 2012
Health Essentials October 2014 - Present
Baker Strategic Consulting February 2013 - December 2014
Pacific Life January 2010 - February 2013
Fidelity Investments August 2008 - July 2009
MassMutual Financial Group January 2006 - July 2008
CIGNA Healthcare 2002 - 2006
CIGNA 2002 - 2006
Motorola 1997 - 1998
Skills
Strategy, Organizational..., Leadership Development, Talent Management, Executive Development, Change Management, Executive Compensation, Succession Planning, Board Presentations, Executive Pay, Employee Relations, Talent Acquisition, Human Resources, Employee Engagement, Management, Operations Management, Personnel Management, Employee Benefits, Recruiting, Business Strategy, Program Management, Deferred Compensation, Team Leadership, Workforce Planning, Organizational Design, Executive Coaching, Team Building, Organizational..., Onboarding, Employee Training, Performance Management, Executive Search, Compensation & Benefit, Staff Development, Training, Leadership, Mergers & Acquisitions, College Recruiting, Executive Management, Career Development, HRIS, Benefits Administration, Applicant Tracking..., Labor Relations, Vendor Management, Sourcing, Technical Recruiting, Human Capital, HR Policies, Hiring
Education
New York State Regents College 1990 — 1990
Bachelor of Science (BS), Mathematics
United States Naval Academy 1984 — 1988
Bachelor of Science (BS), Mathematics
Anthem, Inc. August 2015 - Present
Bio-Rad Laboratories September 2014 - December 2014
Profit Recovery Partners October 2013 - May 2014
ING U.S. June 2012 - May 2014
MassMutual Financial Group June 2012 - July 2013
New York Life Insurance Company January 2011 - June 2012
S'Loriea, Inc. May 2006 - June 2007
Skills
Finance, Microsoft Excel, Leadership, Management, Analysis, Project Management, Strategic Planning, Data Analysis, Research, Financial Accounting, Financial Analysis, Strategic Sourcing, Continuous Improvement, Inventory Management, Process Improvement, Procurement
Education
UCLA Extension 2015 — 2016
Finance Certificate
University of California, Irvine 2007 — 2010
Bachelor of Arts (B.A.), Business Economics
Central Connecticut State University August 2015 - Present
Dur-A-Flex, Inc. January 2010 - Present
Alternity Healthcare, LLC June 2009 - Present
University of Connecticut August 2014 - May 2015
Fitness Revolution Vernon CT May 2011 - May 2015
CCSU January 2014 - May 2014
MassMutual Financial Group February 2011 - January 2012
UCONN August 2009 - December 2009
Skills
Microsoft Office, Public Speaking, Research, Teaching, Higher Education, Science
Education
University of Connecticut 2004 — 2009
PhD Kinesiology , Nutrition and Exercise Science
University of Alberta 2000 — 2004
Bachelor of Science (B.Sc.), Nutrition and Food Science, 4.0
University of Alberta 2000 — 2004
Master of Science , Nutrition and Food Sciences
Integrated Financial Concepts February 2014 - Present
MassMutual Financial Group June 2011 - January 2014
AXA Advisors, LLC May 2009 - June 2011
Principal Financial Group August 2001 - October 2009
New England Financial April 1989 - August 2001
Skills
Estate Planning, Investments, Disability Insurance, Long Term Care Insurance, Non-profits, Retirement Planning, Licensed to Sell..., Insurance, Employee Benefits, Program Management, Asset Allocation, Retirement, Fixed Annuities, Strategic Financial..., Life Insurance, Sales, Term Life Insurance, Health Insurance, Wealth Management..., Asset Management, Long-term Care, 401k, Strategic Planning, Series 63, Brokers, Mutual Funds, Nonprofits, Underwriting, Public Speaking, Wealth Management, Portfolio Management, IRAs, Financial Services, Universal Life, Securities, Series 7, Financial Planning
Education
Worcester College, Oxford University 1976 — 1978
Modern History
Trinity College-Hartford 1972 — 1976
BA w/ Honors, History
Riverdale Country School 1965 — 1976
MassMutual Financial Group 2006 - 2015
MassMutual Financial Group 2003 - 2006
MassMutual Financial Group 1998 - 2003
Virtus Investment Partners (formerly a division of Phoenix Life Insurance Company) 1996 - 1998
Skills
Annuities, Fixed Annuities, Financial Services, Insurance, Investments, Life Insurance, Management, Mutual Funds, Process Improvement, Project Management, Securities, Series 7, Technical Writing, Finance
Education
Trinity College-Hartford
Bachelor of Arts (B.A.), Political Science and Government
Western New England University
Master of Business Administration (MBA)
EmergeLabs January 2014 - Present
Cornell Venture Capital September 2014 - December 2014
MassMutual Financial Group June 2012 - August 2012
Skills
Project Management, Financial Analysis, Presentations, Statistics, R, Investor Relations, Financial Modeling, Marketing Strategy, Java, Microsoft Office, C++, Matlab, Data Analysis, Python, Stata, Economics, SQL, VBA, Microsoft Excel, Mandarin, Mathematica, Quantitative Analytics, Research, Market Research, Operations Research, Econometrics, Statistical Modeling, Competitive Analysis
Education
Cornell University 2014 — 2016
Bachelor's Degree
Tsinghua University 2014 — 2014
PBC School of Finance
University of California, San Diego 2012 — 2014
Bachelor of Science (BS)
Beijing Jingshan school 2005 — 2012
High school diploma
Anfield Capital Management, LLC October 2014 - Present
Anfield Advisors, LLC March 2013 - December 2014
MassMutual Financial Group 2012 - February 2013
FLEX Watches September 2010 - January 2012
Education
University of Arizona
Business Administration, Management and Operations
Corona Del Mar
MassMutual Puerto Rico October 2012 - Present
MassMutual Puerto Rico October 2010 - Present
Mml Investor Services June 2007 - Present
MassMutual Financial Group June 2005 - Present
MassMutual Financial Group January 2008 - January 2012
MassMutual Puerto Rico November 1999 - June 2005
Ryan Executive Search & Outplacement January 1996 - November 1999
Skills
Fixed Annuities, Disability Insurance, Retirement Planning, Life Insurance, Long Term Care Insurance, Long-term Care, Strategic Financial..., Retirement, Mutual Funds, Estate Planning, Wealth Management, Securities, 401k, Investments, IRAs, Wealth Accumulation, Term Life Insurance, Trust Services, Employee Benefits, Management, Strategic Planning, Finance, Financial Services, Customer Service, Insurance, Sales, Microsoft Office, Strategy
Education
FINRA
Serie 6
Universidad del Sagrado Corazón
MBA, Human Resources
Universidad del Este
BBA, Management
Smithsonian Institution Archives August 2015 - Present
BeersandCareers September 2013 - Present
MassMutual Financial Group August 2012 - July 2015
John Hancock Financial Services August 2009 - July 2012
Skills
Retirement, Investments, Fixed Annuities, Finance, Retirement analysis and..., Employee benefit and..., Variable Annuities, IRAs, College Savings Plans, Mutual Funds, Financial Services, Financial Planning, Estate Planning, Financial Analysis, Insurance
Education
Florida International University 2013 — 2015
MBA
University of Arizona 2003 — 2007
Bachelor of Fine Arts (B.F.A.)
Coral Gables Senior High School 1999 — 2002
MassMutual Financial Group July 2014 - Present
The University of Arizona, Eller College of Management August 2013 - December 2013
Pacific Sunwear February 2011 - January 2013
Skills
Fully bilingual English, Spanish, Sales, Management, Communication, Global Marketing, Leadership, Teamwork, Influential Communicator, Public Speaking, Presentation Skills, PowerPoint, Sports, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Persistence, Insurance, Disability Insurance, Long-term Care, Life Insurance, Client Relations, Financial Services, People Skills, Retirement, Customer Service, Marketing, Time Management, Event Planning, Social Networking, Social Media Marketing, Estate Planning
Education
University of Arizona, Eller College of Management 2009 — 2014
Bachelor of Science (BS), Business Administration and Management, General
University of Arizona 2009 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies
Universidade de Fortaleza 2013 — 2013
Alcon, a Novartis company December 2014 - Present
Alcon, a Novartis company June 2014 - December 2014
Alcon, a Novartis company October 2013 - May 2014
MassMutual Financial Group August 2011 - January 2013
Wireless Advocates January 2011 - August 2011
Digitell Cellular - Premium Retailer of Verizon Wireless November 2007 - December 2010
b: Alpha strategerY! llc April 2010 - August 2010
Channell Commercial June 2009 - August 2009
Skills
Sales Management, Marketing, Salesforce.com, Customer Service, Training, Licensed to Sell..., Retirement Planning, Insurance, Microsoft Word, Series 7, Event Planning, Finance, Fixed Annuities, Public Speaking, PowerPoint, Sales, Cold Calling, Life Insurance, Strategic Financial..., Financial Analysis, Gap Analysis, Disability Insurance, Leadership, Strategic Planning, Team Leadership, Microsoft Office
Education
University of Arizona 2007 — 2011
Bachelors of Science, Business Administration
Gap Inc./Old Navy August 2014 - June 2015
MassMutual Financial Group February 2015 - May 2015
Donlan & Barcomb Financial/Investment Services November 2014 - February 2015
Staples June 2013 - December 2013
CVPH Medical Center May 2012 - September 2012
jcpenney June 2010 - July 2012
Skills
Leadership, Teamwork, Public Speaking, Team Leadership, Economics, Research, PowerPoint, Time Management, Customer Service, Social Networking, Finance, Fashion Design, Microsoft Excel, Data Analysis, Microsoft Office, Financial Analysis, Management, Commodity Markets
Education
SUNY Plattsburgh 2011 — 2015
Bachelor's degree, BS Finance & Economics
State University of New York at Buffalo 2012 — 2013
Economics
JMMB República Dominicana August 2015 - Present
MassMutual Financial Group August 2012 - March 2015
Motorambar, KIA Motors February 2012 - May 2012
AIESEC Puerto Rico, Río Piedras Campus August 2011 - 2012
Starcom MediaVest Group January 2011 - May 2011
Skills
Charismatic Leadership, Brainstorm Facilitation, Identifying Sales..., Identifying Issues, Identifying Trends, Identifying Process..., Identifying New Revenue..., Identifying Resources, Strategic Alliances, Strategic Communications, Teamwork, Success Driven, Competitive, Personality Assessment, Collaborative Style, Presenting to Clients, Presenting Proposals, Presenting Solutions, Facilitators, Advertising, Marketing Communications, Sales, Facilitation, Management, Marketing Strategy, Marketing, Social Media Marketing, Customer Service, Microsoft Excel
Education
Universidad de Puerto Rico 2006 — 2012
Public Relations & Advertising, Public Relations
Universidad del Sagrado Corazón
Master of Science (M.S.), International Marketing, Still in Progress
The Carol Morgan School of Santo Domingo 1999 — 2006
High School
OCCTAC March 2014 - Present
Multi-Ethnic Collaborative of Community Agencies--OCCTAC August 2013 - March 2014
Caplee Group Inc. March 2013 - June 2013
Mexican American Legal Defense and Education Fund January 2013 - March 2013
Caplee Learning Center September 2012 - December 2012
MassMutual Financial Group August 2012 - December 2012
Hermanas Unidas 2011 - 2012
Skills
Event Planning, Community Outreach, Research, Leadership, Interpreting, Public Outreach, Tutoring, Recruiting, Interviews, Public Policy, Nonprofits, Microsoft Excel, Public Speaking
Education
University of California, Irvine 2008 — 2013
Bachelor of Arts (B.A.), Criminology, Law, & Society and Chicano/Latino Studies
Universidad Torcuato di Tella 2011 — 2011
UCDC
Infinity Advisory Group - iagcfp.com February 2015 - Present
CVS Health August 2014 - Present
MassMutual Financial Group May 2013 - Present
Landel 1999 - August 2014
U S WEST 1995 - 1999
Arizona Lottery 1997 - 1998
Dial Corp 1993 - 1995
Kellogg Company 1985 - 1992
Education
University of Phoenix
MBA
University of Arizona
BS, Business Admin
TEKsystems July 2014 - Present
MassMutual Financial Group July 2013 - August 2013
Macy's Logistics & Operations December 2012 - December 2012
LSG Strategies July 2012 - July 2012
Holiday Hill Outings and Events June 2012 - July 2012
Skills
PowerPoint, Research, Microsoft Word
Education
Union College 2010 — 2014
Political Science
Cheshire High School
Painter's Plus June 2015 - Present
Krystal Klear Water November 2013 - Present
MassMutual Financial Group December 2011 - November 2013
MetLife 2007 - 2011
Skills
Dealer Relationships, Sales Presentations, Direct Sales, Strategic Planning, Sales Process, Sales, Financial Services, Fixed Annuities, Marketing, Management, Team Building, Microsoft Office, Training, Event Management, Social Media Marketing, Public Relations
Education
Buffalo State College 1991 — 1997
Bachelor of Arts (B.A.), History
Forest Hills High School 1982 — 1986
The Rogan Group, Inc. December 2012 - Present
MassMutual Financial Group 2010 - 2012
Skills
Disability Insurance, Life & Health Insurance..., Long Term Care Insurance, Fixed Annuities, Cold Calling, Insurance, Series 6, 401k, Sales, Financial Recruiting, Recruiting, Brokers, Financial Services, Management, Property & Casualty...
Education
Towson University 2006 — 2010
Bachelor of Science (B.S.), Sociology and Anthropology
AT&T January 2014 - Present
AT&T February 2011 - January 2014
MassMutual Financial Group May 2010 - August 2010
McConnell Jones Lanier & Murphy LLP May 2009 - July 2009
Fluor May 2008 - July 2008
The University of Texas Health Science Center at Houston May 2006 - July 2006
Skills
Telecommunications, Sales Management, New Business Development, Business Development, Customer Service, Direct Sales, Sales, Leadership, Marketing, Management, Sales Operations, Account Management, Training, Microsoft Office, Cold Calling, PowerPoint, Process Improvement, Proposal Writing
Education
Truman State University 2006 — 2010
BS, Business Administration - Finance
Allstate Financial Services, LLC October 2013 - Present
NLG February 2013 - Present
MassMutual Financial Group September 2010 - January 2013
RJ Agosta, Inc.-Insurance Brokerage Services February 2001 - July 2010
AIG December 1995 - January 2001
Skills
Employee Benefits, Insurance, Disability Insurance, Retirement, Life Insurance, Financial Services, Sales, Finance, Long Term Care Insurance, Customer Service, Strategy, Healthcare, Portfolio Management, Policy, Securities, Fixed Annuities, Retirement Planning, Health Insurance, Estate Planning, Long-term Care, Term Life Insurance, Small Business, Whole Life, Succession Planning, Universal Life, 401k, Financial Planners, Series 63, Investments, IRAs
Education
JFK, Bellmore, NY
State University of New York at Buffalo
BA, Psychology
UBS Financial Svc Inc November 2012 - Present
Merrill Lynch Global Wealth Management 2010 - November 2012
Merrill Lynch 2008 - 2010
Merrill Lynch 2004 - 2008
Merrill Lynch 2000 - 2004
MassMutual Financial Group October 1997 - October 2000
Wyman Gordon 1994 - 1996
Wyman Gordon 1992 - 1994
Phelps Dodge 1991 - 1992
US Navy 1980 - 1990
Education
Univ of New Haven
Master of Business Administration (M.B.A.)
United States Naval Academy
BS, Resources Management
ARG Transitions Planner/ Davis Financial January 2014 - Present
Girl Scout Council of WNY 2013 - 2015
The Buffalo Agency, MassMutual Financial Services July 2010 - January 2014
MassMutual Financial Group July 2010 - January 2014
Landmark Education 2004 - 2012
Metropolitan Life Insurance Company November 2008 - July 2010
HSBC Securities July 2007 - November 2008
Citicorp Investment Services 1997 - 2007
Skills
Strategic Financial..., Wealth Management, Financial Advisory, Finance, Investments, Retirement Planning, Financial Services, Small Business, Insurance, Estate Planning, Securities, Financial Planners, Retirement, Mutual Funds, Financial Analysis, Investment Advisory, Financial Planning, Personal Finance, Marketing, Budgets, Life Transitions
Education
College for Financial Planning
CFP, Financial Planning
American University
MA, with Distinction, Spanish Studies
State University of New York at Buffalo
BA, Magna cum Laude, Spanish, Minor Linguistics
Oceanside High School
MassMutual Financial Group January 2002 - Present
Skills
Private Pilot, Project Portfolio..., Process Improvement, SDLC, Business Analysis, PMO, Vendor Management
Education
United States Air Force Academy 1989 — 1993
Bachelor of Science (BS)
Kaiser Permanente October 2014 - Present
Gulfstream Aerospace 2014 - 2015
Bridgewater Associates 2014 - 2014
Gulfstream Aerospace 2014 - 2014
Gulfstream Aerospace 2014 - 2014
TEKsystems June 2012 - October 2013
Modis November 2011 - May 2012
FMX Solutions January 2011 - November 2011
MassMutual Financial Group February 2011 - July 2011
Kaiser Permanente IT February 2010 - February 2011
Skills
Configuration Management, ITIL, Business Process, Service Delivery, IT Service Management, Release Management, Incident Management, Process Improvement, Problem Management, Disaster Recovery, BMC Remedy, CMMI, Change Management, Enterprise Architecture, Governance, IT Management, IT Operations, IT Strategy, Information Technology, Infrastructure, Integration, Leadership, Quality Assurance, Requirements Gathering, PMO, SDLC, Management, Project Portfolio..., PMP, Testing, Security, Requirements Analysis, Software Development, Software Documentation, Vendor Management, Strategy, Project Planning
Education
United Education Instatute 1992 — 1993
Computer Systems Networking and Telecommunications
United Education Institute-Huntington Park Campus 1992 — 1993
Computer Systems Networking and Telecommunications
Applewhite & Associates- Financial Advisors March 2012 - Present
Applewhite Properties 2001 - Present
MassMutual Financial Group December 2009 - March 2012
Xerox Audio Visual Solutions February 2009 - September 2009
Flinn Broadcasting August 2008 - August 2009
Shelby County Schools August 2002 - August 2008
Skills
Disability Insurance, Retirement, Employee Benefits, Annuities, Retirement Planning, Fixed Annuities, Term Life Insurance, Life Insurance, Long-term Care, Wealth, Insurance, Small Business, Financial Services, Finance, Long Term Care Insurance, 401k, Financial Planners, Estate Planning, IRAs, Strategic Financial..., Wealth Management
Education
Union University 2002 — 2004
M.Ed, Education
Tougaloo College 1994 — 1998
BA in Fine Art, Fine Art
The Jordan Insurance Group, LLC January 2011 - May 2012
The Meltzer Group December 2006 - October 2010
MassMutual Financial Group September 2003 - December 2006
Education
Towson University
B.S. (Double Major), Business Administration and Computer Information Systems
New York State Unified Court System June 2013 - August 2013
MassMutual Financial Group 2010 - 2012
Skills
Legal Research, Legal Writing
Education
Touro College Jacob D. Fuchsberg Law Center 2012 — 2015
J.D., summa cum laude
University at Albany, SUNY 2008 — 2010
Bachelor of Arts, History
Trident Technical College November 2010 - July 2015
Morgan Creek Grill June 2012 - October 2012
Sea Education Association November 2008 - July 2010
Carolina One Real Estate June 2007 - June 2008
MassMutual Financial Group April 2003 - May 2008
Atlanticville Restaurant March 1996 - August 2002
Skills
Research, Event Planning, Higher Education, Nonprofits, Training, Editing, Social Media, Administration, Event Management, PowerPoint, Microsoft Office, Customer Service, Admissions, Sales, Marketing, Community Outreach, Student Affairs, Program Management, Fundraising, Budgeting, Writing, Problem Solving, Non-profits, Student Services, Office Administration, Procurement, Hospitality Management
Education
Trident Technical College 2010 — 2015
Five years of ongoing Continuing Education and Professional Development Courses, Microsoft Office Applications including 2010
Trident Technical College
Certificate, Interior Design I, II, and III
TWA In-Flight Services
Certificate
Various college courses and certifications
Jet Aviation/Executive Air Fleet
Sufinanza Insurance and Financial Services. July 2013 - Present
UnitedHealthcare October 2012 - May 2013
MassMutual Financial Group June 2010 - June 2012
Pearson Government Solutions May 2006 - December 2006
SUFINANZA E.U. January 1996 - June 1999
Fiduciaria de Occidente January 1994 - December 1994
FIDUCIARIA FES. (Investment Company) February 1993 - December 1993
Corporacion Financiera de Caldas February 1991 - February 1993
Corporacion Financiera de Caldas January 1989 - February 1991
Skills
Mutual Funds, Bilingual, Qualified Retirement..., Life Insurance, Customer Service, Financial Analysis, commercial loans, Long Term Care Insurance, 403 b plans, 529 Plans, Traditional IRA, Roth IRA, Trading, Disability Insurance, Term Life Insurance, Education Funding, Key Man Insurance, Variable Annuities, Fixed Annuities, medicaid, Medicare, Portfolio Management, Financial Services, Key Person Insurance, Finance, Small Business, Retirement, Investments, Credit, Banking, Health Insurance, Medicaid, Commercial Lending, Strategic Financial..., Loans, Financial Planning
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2005
B.A, Marketing
Universidad ICESI 1995 — 1997
Specialization, Finance
Universidad ICESI 1985 — 1990
Business, Business Administration
Merrill Lynch June 2015 - Present
Larson Ventures January 2015 - April 2015
Mechanica November 2014 - January 2015
MassMutual Financial Group January 2014 - March 2014
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Research, Public Speaking, Social Media, Event Planning, Customer Service, Photoshop, Social Networking
Education
Union College 2010 — 2015
Bachelor of Arts (B.A.), Economics, Graduate
MassMutual Financial Group February 2013 - Present
Aon Hewitt April 2012 - February 2013
Deloitte Consulting April 2011 - April 2012
Aon Hewitt July 2006 - April 2011
T. Rowe Price June 2002 - June 2006
Skills
Employee Benefits, Benefits Administration, 401k, Retirement, Human Resources, Deferred Compensation, Process Improvement, HR Consulting, Change Management, Mutual Funds, Investments, Consulting, Financial Services, Series 63, Series 7, Relationship Management, Business Process..., ERISA, Defined Contribution
Education
Towson University 1996 — 2000
Bachelor of Science (BS), Business Administration/International Business
MassMutual Financial Group March 2013 - Present
Athene Annuity & Life Assurance Company September 2012 - March 2013
Aviva plc June 2009 - September 2012
Phoenix Life Insurance Company January 2007 - June 2009
Phoenix Life Insurance Company June 2005 - December 2006
Skills
Financial Risk, Actuarial Science, Risk Modeling, Hedging, Life Insurance, Equity Indexed Annuities, Indexed Annuities, Universal Life, Variable Annuities, Term Life Insurance, Fixed Annuities, ALM, Reinsurance, Insurance, Actuaries, Prophet, SAS, MoSes, VBA, Whole Life, Liability, Risk Management, Analysis, Stochastic Modeling, Variable Life
Education
State University of New York at Albany 2002 — 2004
B.S., Actuarial Mathematics, Cum Laude
Principal Financial Group August 2013 - Present
MassMutual Financial Group September 2009 - July 2013
Eagle Strategies, LLC April 2007 - September 2009
First Command Financial Planning June 1996 - March 2007
US Army June 1987 - October 1996
Skills
Wealth Accumulation, 401(k), 403(b), SEP &..., Buy-sell Agreements, College Funding..., Dental Insurance, Mutual Funds, Informal Business..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Review, Charitable Giving, Deferred Compensation..., Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Key Person Insurance, Long Term Care Insurance, Pension Plans, Salary Continuation, Series 6, 63, 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Whole Life Insurance, Series 7, Series 24
Education
Truman State University 1983 — 1987
Bachelor of Science (B.S.), Biology, General
Partners HealthCare June 2015 - Present
Partners Healthcare September 1999 - Present
Eclipsys October 1998 - September 1999
MassMutual Financial Group 1996 - 1998
Skills
Healthcare IT, Integration, SOA, SaaS, ASP.NET, SQL, .NET, XML, JavaScript, Healthcare Information..., Software Development, Enterprise Software, Database Design, SDLC, SharePoint, Disaster Recovery, Leadership, Enterprise Architecture, Software Project..., Requirements Analysis, HL7, Visio, Business Intelligence, Software Documentation, Informatics, EHR, Business Analysis, Systems Analysis, Software Implementation, Requirements Gathering, Process Improvement, HIPAA, IT Strategy
Education
Trinity College-Hartford
BS, Mechanical Engineering
epic training
epic training
Southeastern Financial Group, LLC May 2015 - Present
MassMutual Financial Group January 2013 - April 2015
Medline Industries September 2003 - November 2012
Skills
Medical Devices, Operating Room, Surgeons, Disposables, Cold Calling, Market Development, Orthopedic, Financial Analysis, Disability Insurance, Selling, Employee Benefits, Fixed Annuities, Sales Operations, Life Insurance, Sales, Product Launch, Surgical Instruments, Marketing, Finance, Leadership
Education
University of Alabama at Birmingham 1992 — 1998
Bachelor of Science (BS), Kinesiology and Exercise Science
John Carroll Catholic 1989 — 1992
Phoenix Life Insurance Company October 2012 - Present
Virpie Inc September 2011 - October 2012
Hartford Life December 2004 - September 2011
MassMutual Financial Group October 1982 - 2004
Skills
SDLC, Testing, Requirements Analysis, Business Requirements, Requirements Gathering, Business Analysis, Visio, Systems Analysis, User Acceptance Testing, Application Development, Project Planning, Insurance, MS Project, SQL, TSO, Mentoring, COBOL, Mainframe, Business Process, SharePoint, Oracle, Data Modeling, Waterfall, Microsoft Project
Education
Westfield State College 1982 — 1984
BS, Computer Science
Trinity College-Hartford 1976 — 1981
BS, Biology
MassMutual Financial Group September 2015 - Present
MassMutual January 2001 - Present
Education
Western New England College 2006 — 2009
Master of Science in Accounting (MSA), Accounting
University of Alabama 1987 — 1991
Bachelor of Arts (BA), Communication and Media Studies
Moscker Insurance Agency January 2013 - Present
Chartwell Benefits Solutions, LLC. February 2007 - December 2012
Guardian Life Insurance March 2008 - July 2008
MassMutual Financial Group March 2001 - June 2006
Skills
Life Insurance, Disability Insurance, Health Insurance, Medicare Insurance, Voluntary Benefits, 401k) plans, Long Term Care Insurance, Group Benefit Plans, Health Savings Accounts, Medicare, Insurance, Long-term Care, Employee Benefits, Estate Planning, Critical Illness, Fixed Annuities, Retirement Planning, Retirement, Underwriting, Investments, Term Life Insurance, 401k, Property & Casualty..., Sales, Small Business, Workers Compensation, Customer Service, Brokers, Accident, Universal Life, Wealth Management, Management
Education
Towson University 1988 — 1992
B.A., Concentration in Finance
Sandy Spring Friends School 1979 — 1983
MassMutual Financial Group June 2014 - Present
US Airways November 2006 - May 2014
Finkelstein Financial: Planning for Financial Success June 1992 - May 2014
Prudential Financial September 2000 - May 2005
Accountemps July 1992 - August 2000
EG&G June 1990 - May 1992
Bank Leumi May 1988 - May 1990
Hughes Aircraft Company 1982 - 1988
Skills
Insurance, Analysis, Highly detail oriented, Customer Service, Team-oriented, Sales, Communication, Multi Tasking, Collaboration, Always Punctual, Highly Reliable, Problem Solving
Education
University of California, Los Angeles - The Anderson School of Management 1980 — 1982
Master of Business Administration (MBA), Accounting and Finance
University of California, Los Angeles 1975 — 1979
Bachelor of Arts (B.A.), Economics
Hebrew U / TAU 1977 1977 — 1978
GGHS 1971 — 1975
DIploma, Mathematics
MassMutual Financial Group December 2008 - Present
Wachovia Bank June 2001 - November 2008
PFPC December 1999 - June 2001
First Data Corporation December 1998 - February 2000
Bank of Albania January 1991 - October 1993
Skills
SDLC, Business Analysis, Data Modeling, Data Warehousing, Business Intelligence, Requirements Analysis, Software Project..., Websphere, Sybase, SQL, Business Process..., Microsoft SQL Server, SOA
Education
Universiteti i Tiranës 1987 — 1991
Economics, Financial Planning
MassMutual Financial Group June 2011 - Present
Putnam Investments August 1996 - June 2011
Education
Tufts University 2000 — 2004
BA
Express Scripts August 2015 - Present
Express Scripts September 2012 - September 2015
Express Scripts July 2010 - September 2012
Eros Image Group February 2010 - July 2010
MassMutual Financial Group July 2009 - February 2010
Anheuser-Busch Companies, Inc. May 2008 - August 2008
Anheuser-Busch Companies, Inc. May 2007 - August 2007
Anheuser-Busch Companies, Inc. May 2006 - August 2006
Skills
Data Mining, Microsoft Excel, Member of Toastmasters, Microsoft SQL Server, Teradata, SAP, Finance, Program Management, Accounting, Visio, Inventory Management, SharePoint, Microsoft Office, Leadership, Management, Access, Quality Assurance, Data Analysis, Customer Service, PowerPoint, Business Analysis, Process Improvement
Education
Truman State University 2005 — 2009
Bachelors, Accounting and Finance
Truman State University 2005 — 2009
Accounting and Finance
First Niagara Bank October 2009 - Present
MassMutual Financial Group June 2008 - December 2008
University at Albany September 2006 - May 2008
Cintas July 2006 - August 2007
Education
University at Albany, SUNY 2004 — 2008
BA, Business Administration
Retirement Clearinghouse, LLC February 2013 - Present
RolloverSystems April 2007 - February 2013
MassMutual Financial Group April 1998 - March 2007
Federated Investors, Inc. July 1993 - March 1998
Skills
401k, Retirement Planning, Investments, Series 7, Retirement, Mutual Funds, Strategic Financial..., Series 63, Strategic Planning, Securities, Insurance, Risk Management, Fixed Annuities
Education
St Viator HS
St Viator HS
United States Naval Academy 1975 — 1979
Bachelor of Science (BS)
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Novick, Edelstein, Lubell, Reisman, Wasserman, Leventhal P.C. July 2009 - Present
MassMutual Financial Group October 2007 - April 2008
University at Albany 2007 - 2007
Skills
Event Planning, Public Speaking, Social Media, Event Management, Microsoft Office, Customer Service, Public Relations, Marketing Communications, Social Networking, Marketing Strategy, PowerPoint, Microsoft Excel, Microsoft Word, Social Media Marketing, Research, Fundraising, Legal Writing
Education
University at Albany 2005 — 2007
B.A., Communication
cosvi Protegiendo, tu vida, tus activos, y tus interesesProfessorDmart instituteJanuary 2014 - Present
MassMutual Financial Group November 2012 - Present
Skills
Insurance, Risk Management, Health Insurance, Life Insurance, Underwriting, Property & Casualty..., Sales, General Insurance, Employee Benefits, Marketing
Education
Universidad del Este 2000 — 2004
Bachillerato, Administración y gestión de empresas, general
University of Puerto Rico-Rio Piedras
Life Coach
Universidad del Sagrado Corazón
El Arte de hablar en publico, ingles conversacional
Green Global Financial Services October 2011 - Present
Green Global Properties February 2010 - Present
MassMutual Financial Group April 2010 - October 2011
MassMutual Financial Group July 2004 - April 2010
Prudential Financial July 2000 - July 2004
Education
State University of New York at Albany
B.S., Business Administration
MassMutual Financial Group 2014 - Present
NRECA 2013 - 2014
Aon Hewitt 2011 - 2013
Hewitt Associates (now Aon Hewitt) 2008 - 2011
Retirement System Group, Inc. (RSGroup) 1996 - 2008
Skills
Performance Management, Talent Acquisition, Retirement Plan..., HR Consulting, Business Analysis, Employee Benefits, Employee Engagement, Actuarial Science, Management Consulting, Recruiting, Outsourcing, ERISA, Defined Benefit, Actuarial Consulting, Retirement, 401k, Qualified Retirement..., Defined Contribution, Retirement Benefits, Non-Qualified Deferred..., COLI & BOLI, Executive Benefit..., Deferred Compensation, Retirement Savings, Life Insurance, Pension Funds, Pension Schemes, Pension Systems, Pensions, Healthcare Consulting, Enrolled Actuary, Total Rewards, Mergers & Acquisitions, Compensation & Benefit, Consulting, Cost Control, Risk Management, Accounting Applications, Profit Sharing, Fiduciary Management, Human Resources, Human Capital, Benefits Design, Benefits Management, Benefits Negotiation, Taft-Hartley, Health & Welfare..., Benefits Administration, Actuaries, Retirement Planning
Education
SUNY Albany
BS in Math with Statistical and Actuarial concentration; Minor in Philosophy.
NYLIFE Securities, LLC July 2014 - Present
New York Life Insurance Company January 2014 - Present
Real Estate Tax Consultants January 2009 - October 2013
United Central Bank May 2005 - January 2009
MassMutual Financial Group November 1997 - May 2005
Citi January 1988 - November 1997
Skills
ChFC, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
Thunderbird School of Global Management
MBA, International Management
MassMutual Financial Group March 2013 - Present
Travelers July 2007 - March 2013
Skills
Property & Casualty...
Education
University at Albany, SUNY 1986 — 1991
BUSINESS, ACCOUNTANT
CBREOklahoma March 2013 - Present
Peak UpTime August 2011 - March 2013
MassMutual Financial Group October 2006 - August 2010
GDH Consulting, contracted for CITGO Petroleum August 2006 - October 2006
Accounting Principles, contracted for Williams Exploration and Production June 2005 - June 2006
IBM Global Services - Short Term Supplemental August 2004 - June 2005
Skills
Windows Server 2003, Windows Server 2008, Windows Server 2012, WSUS, Hyper-V, Data Protection Manager, Distributed File Systems, SharePoint..., Exchange 2003, Exchange 2007, Exchange 2010, Office 365, Lync Server..., SCCM, Mobile Device Management, VMware Workstation, VMware Server, Citrix XenApp, Citrix XenDesktop, Citrix XenServer, N-Able, Cisco Call Manager, Cisco Wireless, Cisco Presence, Cisco Unity, ASDM, FortiGate, SonicWALL, Watchguard, Shoretel Shoreware...
Education
Tulsa Community College 2010 — 2012
AAS, Information Technology
TÜV SÜD April 2015 - Present
TÜV SÜD America Inc. May 2013 - April 2015
Honeywell January 2008 - April 2013
Intertek Testing Services November 2006 - November 2007
RadarGolf October 2005 - September 2006
Reptron Electronics August 2004 - September 2005
TUV Rheinland of North America 1997 - 2004
Whirlpool Corporation April 1994 - July 1996
MassMutual Financial Group June 1992 - April 1994
Skills
Forecasting, New Business Development, Sales Management, Account Management, Competitive Analysis, Cross-functional Team..., Business Development, Contract Negotiation, Business Planning, Sales, Team Building, Sales Process, Start-ups, Strategic Planning, Change Management, CRM, Product Development, Management, Direct Sales, Program Management, Selling, Sales Operations, Budgets, B2B, Key Account Management, Manufacturing, Strategy, Product Certification
Education
Thunderbird School of Global Management 1991 — 1991
Master of Business Administration (MBA), International Business
UC Berkeley 1986 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Wellington Management June 2000 - Present
State Street January 1997 - June 2000
MassMutual Financial Group January 1991 - December 1996
Skills
Disaster Recovery, Weblogic, Tomcat, Unix, Unix Shell Scripting, Perl, Jython, Apache, iPlanet Web Server, Load Balancing, IIS, Microsoft Office..., Red Hat Linux, ATG Dynamo, F5 BigIP, WLST, Java, DataFlux, Compuware Vantage, Agile Methodologies, System Architecture
Education
Tufts University 1986 — 1990
BSME, Mechanical Engineering
Valerian Capital Group October 2012 - Present
MassMutual Financial Group September 2011 - October 2012
MassMutual Financial Group May 2011 - September 2011
‘D’ Cutz (barbershop), October 2006 - July 2011
Solmentum Inc. July 2009 - September 2009
On-The-Spot Auto Detailers June 2006 - August 2006
Skills
Actuarial Science, Statistics, Analysis, Fixed Income, VBA, Investments, Analytics, Entrepreneurship, Fixed Annuities, Corporate Finance, Variable Annuities, Financial Modeling, Derivatives, R
Education
University of Massachusetts, Amherst 2006 — 2011
B.S. in Economics with concentrations in Statistical Mathematics/Finance, Economics
Tufts University 2007 — 2008
Summer classes only, Financial Economics
Nationwide Planning Associates, Inc. March 2014 - Present
MassMutual Financial Group May 2011 - March 2014
Mass Mutual Financial Group November 2005 - May 2011
AXA Advisors July 2000 - October 2005
Skills
401k, Disability Insurance, Life Insurance, Long Term Care Insurance, Retirement Planning, Series 7, Mutual Funds, FINRA, Series 24, Series 53, Investment Advisory..., Series 66, Sales Management
Education
Universidad del Sagrado Corazon 1990 — 1994
BA, Communications
Universidad de Puerto Rico 1989 — 1990
Central de Artes Visuales 1985 — 1989
Elemental Jesus M. Quiñones
AIX Group - Hanover Insurance Group April 2014 - Present
AIX Group - Hanover Insurance Group November 2010 - March 2014
AIX Group - Hanover Insurance Group March 2009 - November 2010
AIX Group - Hanover Insurance Group October 2007 - February 2009
Hartford Public Schools - MLK Elementary September 2004 - December 2006
MassMutual Financial Group November 1999 - February 2002
Skills
Property & Casualty..., Commercial Insurance, Insurance, Underwriting, General Insurance, Reinsurance
Education
Trinity College-Hartford 1995 — 1998
BA, Economics
St Joseph College Graduate School
Teacher Certification Program, Education
MassMutual Financial Group January 2014 - Present
MassMutual Financial Group June 2010 - Present
Lincoln Financial Group January 2002 - June 2010
Administrative Management Group, Inc. 1999 - 2001
Education
Trinity International University 1984 — 1986
BA, Psychology
East High School 1979 — 1982
The Innova Financial Group August 2014 - Present
Transamerica September 2012 - August 2014
WellPoint/Anthem/BCBS March 2010 - October 2012
Sterling Insurance Group June 2008 - July 2009
MassMutual Financial Group May 2005 - June 2008
Skills
Insurance, Life Insurance, Fixed Annuities, Term Life Insurance, Health Insurance, Property & Casualty..., Disability Insurance, Commercial Insurance, General Insurance, Universal Life, Series 6, Whole Life, Long-term Care, Retirement, IRAs, Retirement Planning, Underwriting, Casualty, Legal Liability, Umbrella Insurance, Employee Benefits, Strategic Financial..., Small Business, Sales, Permanent Life Insurance, Training, Marketing, Licensed Life Insurance..., Brokers, Long Term Care Insurance, Critical Illness, 401k, Finance, Mutual Funds, Cold Calling, Accident, Group Insurance, Health Savings Accounts, Roth IRA, Investments, Retirement Savings, Call Centers, Wealth Management, Key Person Insurance, Series 63, Wealth Accumulation, Wealth, 401k Rollovers, Management, Leadership
Education
Tiffin University 2001 — 2005
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Tiffin University 2001 — 2005
BA, Business Administration; Marketing Management
TPG Advisors September 2012 - Present
MassMutual Financial Group August 2010 - November 2012
Allstate Financial Services June 2003 - August 2010
Wachovia Securities Financial Network October 1997 - May 2003
Merrill Lynch November 1992 - November 1997
Skills
Financial Services, Investments, Securities, Retirement, Finance, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Mortgage Lending, Mutual Funds, Series 7, Retirement Planning, Wealth Management, Strategy, Asset Allocation, Business Strategy
Education
Thunderbird School of Global Management 1983 — 1984
MBA, International Management
MassMutual Financial Group January 2010 - Present
NY SHADES January 2000 - December 2009
Education
University at Albany, SUNY 2005 — 2009
BA, Economics
Allstate June 2003 - Present
Foresters February 1999 - June 2003
MassMutual Financial Group May 1996 - February 1999
Prudential Financial May 1983 - February 1999
Skills
Insurance, Fixed Annuities, Long-term Care, Disability Insurance, Retirement Planning, Life Insurance, Term Life Insurance, Health Insurance, Employee Benefits, Retirement, Series 6, Sales Management, Underwriting, Estate Planning, Strategic Planning, Property & Casualty..., Leadership
Education
University of Alabama 2004 — 2008
EXD, Business Administration
MassMutual Financial Group August 1999 - Present
Skills
Insurance, Disability Insurance, Leadership, Life Insurance, Employee Benefits, Retirement, Strategic Planning, Risk Management
Education
Trinity College-Hartford
Bachelor
Investmark September 2006 - Present
MassMutual Financial Group 1996 - 2000
Education
Union College 1989 — 1993
BA, Economics, History
Connecticut Children's Medical Center August 2011 - Present
MassMutual Financial Group September 2008 - July 2011
BayCare Health System May 1998 - June 2008
Education
Buffalo State College 1989 — 1993
Bachelor of Science, Clinical Nutrition
Otis Elevator Company January 2015 - Present
Otis Elevator Company 2015 - 2015
Otis Elevator Company 2015 - 2015
MassMutual Financial Group February 2014 - July 2014
Alstom Power May 2012 - July 2013
Infotech Aerospace Services 2008 - February 2012
Aerotech 2005 - 2006
AT&T 2002 - 2005
Skills
Teamplayer, Hardworker, Bilingual-Spanish, Training, Teamwork, Employee Relations, Leadership, Customer Service, Human Resources, Interviews, Recruiting, Bilingual, Personnel Management, New Hire Orientations, Employee Training, Hiring, Sourcing, Payroll, Employee Benefits
Education
Interamerican University of Puerto Rico 2003 — 2005
MBA, Human Resources
University of Puerto Rico 1996 — 2001
Bs, Business Management
Circle Commerce, Inc. April 2012 - Present
Phoenix Life Insurance Company, Hartford, CT 2000 - 2001
MassMutual Financial Group 1998 - 2000
MassMutual - The Blue Chip Co., Springfield, MA 1996 - 1998
Sheraton Hartford Hotel, Hartford, CT March 1996 - December 1996
The Travelers Education Center, Hartford, CT 1995 - 1996
Connecticut Mutual Life Insurance Company, Hartford, CT 1987 - 1994
Irving Trust Company, New York, NY 1986 - 1987
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
University of Connecticut 1989 — 1993
Master of Business Administration (MBA), Marketing and Management
Trinity College-Hartford 1982 — 1986
Bachelor's Degree, Economics
MassMutual Financial Group March 2015 - Present
Deloitte July 2013 - September 2014
Navy International Programs Office June 2010 - June 2013
US Navy August 2006 - June 2010
Skills
National Security, Navy, Military Operations, Military Experience, Military, Operational Planning, Intelligence Analysis, DoD, Security Clearance, Weapons, Defense, Top Secret, Command, Electronic Warfare, Intelligence, Consulting, Requirements Analysis, Portfolio Management, Joint Military..., Client Relations Skills, Presenting to Clients
Education
University of Massachusetts, Amherst 2014 — 2016
Master of Business Administration (MBA), Finance, General
United States Naval War College 2011 — 2013
Master of Arts (M.A.), National Security and Strategic Studies
United States Naval Academy 2001 — 2005
Bachelor of Science (B.S.), History