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),
MassMutual Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MassMutual Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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6,713 MassMutual Financial Group employees in database. Find out everything there's to know about MassMutual Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
MassMutual Financial Group Employees
Oracle August 2014 - Present
Oracle May 2013 - August 2014
MassMutual Financial Group April 2011 - April 2013
Advantage Tax Center September 2010 - January 2011
Arthur J. Gallagher & Co. May 2010 - September 2010
Education
University of California, Berkeley 2007 — 2010
BA, Environmental Economics and Public Policy
Junipero Serra High School
Gift Development Advisors March 2013 - Present
Center for Behavioral Sciences, Inc. May 2014 - August 2015
U.S. Arts & Design September 2013 - August 2014
Dantian Therapy November 2013 - January 2014
MassMutual Financial Group June 2012 - September 2012
Skills
Highly responsible, Highly detail oriented, Exceptionally well..., Goal Oriented, Integrity, Team-oriented, Social Skills, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, Adobe Photoshop, Social Media, Social Networking, Typing, Administrative..., Teamwork, Event Planning, PowerPoint
Education
University of California, Irvine 2009 — 2013
Minor, Management
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Cognitive Science
Segerstorm High School 2005 — 2009
University of California, Irvine 2015 — 2016
Master’s Degree, Elementary Education and Teaching, K-6
MassMutual Financial Group August 2015 - Present
JCF Capital Advisors, LLC April 2015 - September 2015
University of California, San Diego October 2014 - June 2015
University of California, San Diego August 2013 - June 2014
ArtPower at UC San Diego February 2013 - May 2013
Skills
Customer Service, Teamwork, Time Management, English, Event Planning, Data Analysis, Java, HTML, Windows, Microsoft Excel, Outlook, Microsoft Office, Leadership, Economics
Education
University of California, San Diego 2012 — 2016
Bachelor's degree, Economics
Yonsei University 2014 — 2014
Economics
Valencia High School 2008 — 2012
Bionomics Consulting Group October 2013 - December 2013
MassMutual Financial Group November 2012 - November 2013
UC San Diego April 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML
Education
University of California, San Diego 2010 — 2014
Bachelor of Arts (BA), Economics
Arroyo High School 2006 — 2010
High School Diploma
HJ Sims May 2015 - Present
University of Central Florida June 2013 - Present
Phi Delta Theta Fraternity 2014 - Present
MassMutual Financial Group May 2014 - April 2015
Josh's Car Cleaning and Detailing February 2010 - April 2013
Backstreet Grille And Bistro October 2009 - April 2013
Skills
Time Management, Investment Banking, Stock Market, Mergers & Acquisitions, Microsoft CRM, Financial Analysis, Public Speaking, Social Media, Microsoft Office, Microsoft Excel, Capital Markets, PowerPoint, Microsoft Word, Customer Service, Life Insurance, Event Planning, Communication, Client Services
Education
University of Central Florida 2013 — 2017
Finance, 4.0 Grade point Average.
University of Central Florida 2013 — 2017
Finance, General
MassMutual Financial Group July 2014 - Present
MassMutual Financial Group November 2013 - July 2014
MassMutual Financial Group June 2013 - November 2013
U-Haul International, Inc. May 2010 - April 2013
First Investors Corporation June 2012 - August 2012
Skills
Time Management, Customer Service, Customer Satisfaction, Insurance, Sales, Financial Services, Teamwork, Long Term Care Insurance, Disability Insurance
Education
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Science in Business Administration, Finance
Aflac November 2011 - Present
MassMutual Financial Group October 2010 - August 2011
JPMorgan Chase February 2010 - November 2010
T-Mobile September 2007 - February 2010
Skills
Long Term Care, Term Life Insurance, Group Benefits, Disability Insurance, Health Insurance, Insurance, Agents, Employee Benefits, Dental, Customer Service, Cold Calling, Telephone Skills, Customer Relations, General Insurance, Small Business, Word, Customer Satisfaction, PowerPoint, Sales, Whole Life, Sales Management, Selling, Training
Education
University of Bridgeport 2001 — 2005
Business, Psycholgy
Science skills High school 1997 — 2001
Liberal Arts, Business & Science
McKesson February 2015 - Present
San Francisco Health Plan June 2013 - January 2015
Ruckus Wireless August 2011 - June 2013
MassMutual Financial Group June 2010 - February 2011
Morgan Stanley March 2009 - June 2009
Skills
Accounts Payable, Mandarin, Financial Analysis, Microsoft Excel, Financial Modeling, Mutual Funds, Microsoft Office, PowerPoint, Investments, Strategic Financial..., Outlook, Customer Service, Accounting, Microsoft Word, QuickBooks, Financial Accounting, Access, Cantonese, Account Reconciliation, Journal Entries, SAP, Pivot Tables, Monthly Close, Internal Controls, Vlookup, Analysis
Education
University of California, Davis 2005 — 2009
Bachelor of Science, Managerial Economics
Lowell High School 2001 — 2005
Fisher Investments September 2013 - Present
MassMutual Financial Group November 2011 - August 2013
TEAM Referral Network April 2012 - July 2013
Fountain Valley Chamber of Commerce January 2012 - January 2013
Independent Capital Management October 2010 - October 2011
The Princeton Review January 2010 - October 2010
Skills
Insurance, Investments, Retirement, Estate Planning, Financial Planning, Asset Protection, Debt Management, Customer Relations, Wealth Management, Strategic Financial..., Customer Service, Risk Management, Equities, Retirement Planning
Education
University of California, Riverside 2006 — 2010
Business Economics
PwC January 2013 - Present
MassMutual Financial Group March 2012 - September 2012
Socotra Capital February 2011 - May 2012
Modern Market Technologies December 2010 - September 2011
Skills
Financial Analysis, Microsoft Excel, Economics, Financial Modeling, Microsoft Word, Customer Service, Corporate Finance, Accounting, Business Planning, Business Development, Microsoft Office, Risk Management, Analysis, PowerPoint, Strategic Planning, Marketing Strategy, Strategy, Budgets, Data Analysis, Bloomberg, Business Analysis, Market Analysis, Sales, Market Research, Team Leadership, Project Management
Education
University of California, Davis 2009 — 2012
Bachelor of Science, Managerial Economics
Saratoga High School 2005 — 2009
SolarCity August 2015 - Present
Harvey & Company LLC March 2014 - June 2015
Eureka Capital Partners Llc October 2014 - January 2015
Keller Williams Realty, Inc. December 2012 - February 2013
MassMutual Financial Group September 2012 - February 2013
Skills
Microsoft Excel, Research, Financial Modeling, Microsoft Office, Social Media, Written & Oral..., Analytical Skills, Mergers & Acquisitions, Leadership, Microsoft Office 2007, PowerPoint development, Communication Skills, Bilingual-Chinese, Microsoft Word, PowerPoint, Accounting, Communication
Education
UC Irvine 2011 — 2015
Bachelor’s Degree, Economics, International Relations
MassMutual Financial Group September 2015 - Present
MassMutual Financial Group January 2014 - September 2015
CBC Innovis November 2012 - January 2014
DeVry University June 2009 - October 2012
Cope Community Services December 2008 - April 2009
Skills
Communication, Change Management, Team Building, Team Leadership, Team-oriented, Leadership Development, Interviews, Behavioral Interviewing, Problem Solving, Public Speaking, Public Relations, Customer Service, Staff Development, Training, Leadership, Time Management, Process Improvement, Call Centers, Quality Assurance, Organizational..., Human Resources, Operations Management, Teamwork, Microsoft Office
Education
Keller Graduate School of Management of DeVry University 2010 — 2013
MBA, Masters in Business Admin with Concentration in Human Resources
University of Arizona 2004 — 2008
B.S., Family Studies and Human Development
MassMutual Financial Group April 2014 - Present
Southwest Shakespeare Company October 2013 - February 2014
Wells Fargo Home Mortgage February 2013 - December 2013
Bank of America - Landsafe Division December 2009 - January 2013
Capmark May 2008 - January 2009
Rels August 2005 - January 2007
The Walt Disney Company December 1999 - June 2001
Aquent September 1999 - April 2000
The TCW Group May 1998 - August 1999
Bookmans Entertainment Exchange December 1996 - April 1998
Skills
Finance, Mortgage Lending, Refinance, Investments, Life Insurance, Customer Service, Insurance, Retirement, Fixed Annuities, Title Insurance, Compliance, Escrow, CRM, Vendor Management, Mortgage Banking, Credit, Loan Origination, Residential Mortgages, Credit Analysis, Commercial Mortgages, E-commerce, Fulfilment, Photoshop, Graphic Design, Creative Writing, Web Design, Web Marketing, Acting, Production Layout, Screenwriting, Personal Financial..., Microsoft Excel, PowerPoint, SharePoint
Education
University of Arizona 1989 — 1993
Dramatic Theory
Toyota Motor Sales July 2015 - Present
Toyota Motor Sales June 2014 - August 2014
Comedy Works March 2014 - May 2014
MassMutual Financial Group October 2013 - May 2014
Skills
Leadership, Communication Skills, Time Management, Public Relations, Microsoft Excel, Microsoft Word, Customer Service, E-money, Project Management, Business Planning, Marketing, Public Speaking, Management, Communication, PowerPoint, Event Planning
Education
University of Colorado Boulder 2011 — 2014
Human Resources Management and Services and General Finance, Junior
Univesitat Autonoma de Barcelona 2013 — 2013
Business/Commerce, General, Summer
Arapahoe High School 2007 — 2011
MassMutual Financial Group September 2013 - Present
AXA Advisors August 2012 - September 2013
Acacia October 2009 - May 2011
Education
University of Arizona, Eller College of Management 2010 — 2012
Bachelor of Science in Business Administration, Accounting; Minor in Spanish
Samsung March 2015 - Present
Samsung September 2013 - February 2015
MassMutual Financial Group April 2012 - August 2013
Skills
Recruiting, Employee Benefits, Social Networking, Administrative..., Interviews, Human Resources, Microsoft Exchange, Korean
Education
University of California, Los Angeles 2009 — 2011
Bachelor's Degree
Real Estate Source, Inc. January 2009 - Present
Income Taxes February 2004 - June 2014
MassMutual Financial Group July 2012 - April 2014
ADP at Google June 2008 - September 2008
Netflix October 2007 - May 2008
Coldwell Banker Real Estate August 2005 - April 2007
Stanford University January 2001 - October 2004
Stanford University November 1996 - January 2001
Hotel Sofitel San Francisco Bay May 1991 - July 1996
Hotel Sofitel San Francisco Bay December 1990 - April 1991
Skills
Human Resources, Talent Acquisition, Payroll, Employee Benefits, Accounts Payable, ADP Payroll, Analysis, Benefits Administration, Invoicing, Sales, Accounting, Account Reconciliation, Time Management, Administration, Coaching, Sourcing, Interviews, Spreadsheets, PeopleSoft, Deferred Compensation, Auditing, College Recruiting, Project Management, Employee Relations, Resume Writing, 401k, Internet Recruiting, Organizational..., Executive Search, Leadership, Organizational..., Microsoft Excel, Negotiation, Team Building, Applicant Tracking..., Technical Recruiting, Contract Recruitment, Strategic Planning
Education
UC Berkeley
Apple May 2014 - Present
AMD November 2011 - April 2014
Nordstrom April 2009 - September 2011
MassMutual Financial Group June 2008 - December 2008
Gaia Day Spa November 2007 - May 2008
Skills
Event Management, Promotions, Retail, Advertising, Cosmetics, Administrative Support, Administrative..., Event Planning, Social Media, Inventory Management, Sales, Customer Service, Time Management, Office Administration, Customer Satisfaction, Microsoft Excel, Onboarding, Human Resources, Outlook, Product Marketing, Social Networking, Management, Account Management, Facebook, Public Relations, Recruiting, PowerPoint, Public Speaking, Fundraising, Calendars, Administration, Training, Social Media Marketing, Microsoft Office, Newsletters, Interviews, Microsoft Word, Marketing, Project Planning, Administrative...
Education
University of California, San Diego 2005 — 2008
Bachelor of Arts, Communication
2003-2006 Santa Monica Community College 2003 — 2006
Associate's Degree, Communication
JPMorgan Chase & Co. June 2015 - Present
Farmers Insurance Group & Financial Solutions-Southern California January 2015 - June 2015
MassMutual Financial Group October 2013 - January 2015
Walgreens September 2008 - 2013
Global Vision International September 2010 - December 2010
Skills
Time Management, Customer Service, Project Management, Human Resources, Sales, Sales Management, Life Insurance, Disability Insurance, Networking, Fixed Annuities, Quality Management, Procurement, Youth Mentoring, Leadership, Term Life Insurance, Whole Life, Long Term Care Insurance, Onboarding, Underwriting, Business Relationship..., Microsoft Office, Public Speaking, Analysis, Fundraising, Social Media, Retail Banking, Branch Banking, Banking Law, Financial Services, Board of Directors, Investment Strategies
Education
University of California, Davis 2006 — 2011
Bachelor’s Degree, Latin American Studies & Spanish
FMC Financial Group January 2013 - Present
MassMutual Financial Group February 2011 - January 2013
ArsenalMX January 2001 - June 2009
Education
University of Colorado Boulder 1996 — 1999
Bachelor of Science, Finance
Dana Hills High School 1989 — 1993
Graduate Degree, first in class (honors), Financial Mathematics
Spiess Financial Concepts April 2015 - Present
Colorado Young Professionals November 2013 - Present
MassMutual Financial Group February 2014 - April 2015
Northwestern Mutual June 2013 - February 2014
Northwestern Mutual January 2013 - June 2013
Farmers Insurance Group of Companies September 2011 - September 2012
Network FOB April 2011 - June 2011
College Pro January 2010 - January 2011
Skills
Insurance, Term Life Insurance, Life Insurance, Sales, Fixed Annuities, Long Term Care Insurance, Networking, Customer Satisfaction, Selling, Whole Life, Disability Insurance, Retirement, Universal Life, Retirement Planning, Finance, Strategic Financial..., Investments, Property & Casualty..., Estate Planning, Employee Benefits, Health Insurance, Retirement Savings, Long-term Care, Coaching, Tax Efficient Savings, Key Person Insurance, Buy-sell Agreements, Financial Planning
Education
University of Colorado at Colorado Springs 2008 — 2012
University of Colorado at Colorado Springs 2008 — 2012
Bachelor of Arts, Communication: Leadership
Lewis Palmer High School 2004 — 2008
MassMutual Financial Group August 2013 - Present
University of Arizona Men's Lacrosse September 2012 - May 2013
The University of Arizona August 2008 - May 2013
Dallas Cowboys August 2012 - December 2012
University of Arizona Men's Lacrosse May 2010 - May 2011
The University of Arizona May 2010 - May 2011
Skills
Microsoft Office, Public Speaking, Data Analysis, Microsoft Excel, Social Media, Event Planning, Customer Service, PowerPoint, Research, Microsoft Word, Fundraising, Higher Education, Event Management, Sales, Marketing, Facebook
Education
University of Arizona 2008 — 2013
Bachelor of Arts (BA), Economics
AXA Equitable January 2014 - Present
R-help 2008 - Present
American Academy for Insurance Medicine 2005 - September 2014
DrW Consulting, LLC November 2012 - December 2013
Heritage Laboratories April 2008 - October 2012
ING U.S. March 2003 - April 2008
Employers Reassurance Corporation 2001 - 2003
Lincoln Financial Group November 1999 - 2001
MassMutual Financial Group February 1995 - November 1999
Skills
Statistics, Statistical Modeling, R, SAS, LaTeX, Time Series Analysis, Research, Epidemiology, Data Analysis, Data Mining, Science, Biostatistics, Statistical Computing, Survival Analysis, Monte Carlo Simulation, SAS programming, Health Insurance
Education
University of Washington, School of Public Health 1985 — 1987
Master of Public Health (MPH), Epidemiology
UC Davis School of Medicine 1972 — 1976
MD
UC Berkeley 1969 — 1971
Bachelor of Arts (BA), Physics and Biology
Penn State University July 2014 - Present
SUNY Plattsburgh January 2013 - May 2014
Chapman University August 2012 - August 2013
M.E. Tutoring August 2010 - January 2013
Irvine Valley College August 2011 - December 2012
Orange Coast College August 2010 - December 2012
University of California, Irvine September 2008 - December 2010
University of California, Irvine March 2010 - September 2010
MassMutual Financial Group June 2007 - September 2008
Skills
Economics, Teaching, Improvisational Comedy, Microsoft Excel, Social Media Marketing, Macroeconomics, Analysis, Econometrics, Marketing, Microsoft Office, Research, Stata, Statistics, Microsoft Word, PowerPoint, Public Speaking
Education
University of California, Irvine 2008 — 2010
MA, Economics
Western New England College 2004 — 2008
BA, Economics, Mathematics, 3.88
MassMutual Financial Group January 2015 - Present
Cantina Laredo June 2012 - August 2013
Crews & Associates May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Public Speaking, Teamwork, Windows, Illustrator, English, Marketing Communications, Sales, Access, Event Planning, Public Relations
Education
University of Arkansas at Little Rock 2012 — 2014
Marketing, Professional Sales
University of Arkansas 2007 — 2012
Marketing
Chipotle Mexican Grill July 2014 - Present
sovrn Holdings, Inc. February 2014 - June 2014
MassMutual Financial Group May 2013 - January 2014
Cherry Hills Country Club May 2004 - May 2013
Clarks May 2012 - September 2012
Formations, LLC May 2012 - August 2012
Skills
Sales, Leadership, People Skills, Finance, Time Management, Microsoft Excel, PowerPoint, Accounting, Presentations, Marketing, Financial Analysis, Microsoft Word, Facebook, Public Speaking, Social Networking, Circus Arts
Education
University of Colorado at Boulder 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Entrepreneurial, Recently Graduated
Edward Jones January 2015 - April 2015
MassMutual Financial Group March 2014 - October 2014
PlanMember Financial Corporation April 2012 - March 2013
Rabobank, N.A. July 2007 - March 2011
Rabobank, N.A. June 2004 - July 2007
Independent Consultancy January 2002 - May 2004
Mellon Financial June 1998 - January 2002
Mellon Financial January 1996 - May 1998
John Hancock Financial Services February 1995 - January 1996
John Hancock Financial Services July 1992 - February 1995
Skills
Organizational..., Succession Planning, Training, Talent Management, Employee Relations, Employee Training, Leadership, Program Management, Customer Service, Employee Engagement, Management, Strategic Planning, Project Management, Human Resources, Process Improvement, CRM, Staff Development
Education
The University of Connecticut
B.A., Psychology
The University of Connecticut
M.A., Sociology
Silicon Legal Strategy July 2015 - Present
Yelp June 2014 - May 2015
MassMutual Financial Group October 2013 - May 2014
Jolly Jared's July 2012 - June 2013
La Patera Elementary School April 2012 - March 2013
UC Santa Barbara January 2012 - March 2013
Chili's April 2011 - November 2011
Alpha Delta Pi Sorority October 2010 - June 2011
Jeffer's Chiropractic June 2010 - September 2010
Puente de Vida June 2008 - September 2009
Skills
Psychology, Research, Eating Disorders, Applied Psychology, Education, Health Education, Social Media, Blogging, Customer Service, Social Networking, Social Networking Sites, Sales Presentations, Presentations, Internet Resources, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Problem Solving, Acting, Community Outreach, Social Media Marketing, Press Releases, Events, Event Planning, Leadership, Public Speaking, Management, Applied Behavior..., Time Management, Editing, Training, Teaching, Facebook, Fundraising
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Psychology
University City High School 2005 — 2009
MassMutual Financial Group 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, CRM, Recruiting, Talent Aquisition
Education
University of California, Irvine 2010 — 2014
Bachelors of Science, Spanish Language and Literature
FTI Consulting September 2014 - Present
Cubic Corporation June 2013 - June 2014
StepStone Group August 2012 - May 2013
MassMutual Financial Group June 2012 - September 2012
Panda Restaurant Group September 2010 - March 2011
Skills
Data Analysis, Business Development, Strategy, Research, Management, Project Management, Public Speaking, Marketing, Microsoft Office, Risk Management, SQL, SAS Programming, R, Corporate Finance, Access, Market Research, Stata, Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Weka, Leadership, Social Media
Education
University of California, San Diego 2010 — 2014
Bachelor's Degree, Management Science, Business
University of California, San Diego - Extension 2012 — 2015
Professional Certificate, Data Mining
San Marino High School 2006 — 2010
AlphaImpactRx October 2014 - Present
MassMutual Financial Group June 2014 - September 2014
UC Davis April 2014 - June 2014
Centrify Corporation June 2012 - August 2012
Law Offices of Robert J. Bezemek June 2009 - December 2011
Accel Marketing June 2011 - August 2011
Skills
Time Management, Microsoft Office, Microsoft Excel, Marketing, Finance, Statistics, Time Series Analysis, Sales, Data Analysis, Research, Economics, Direct Marketing, Analysis, Data Entry, Econometrics, Salesforce.com, Financial Services, Insurance, Customer Service, Access, PowerPoint, Microsoft Word, Social Media, Public Speaking, Leadership, Market Research, Teamwork
Education
University of California, Davis 2010 — 2014
Bachelor of Science (B.S.), Managerial Economics and Statistics
Jiangnan University 2013 — 2013
Food Science and Technology
Head-Royce 2006 — 2010
St Pauls 1997 — 2006
MassMutual Financial Group June 2015 - Present
The Hartford October 2013 - June 2015
Maclaren June 2012 - October 2013
Stokke AS July 2011 - June 2012
Martha Stewart Living Omnimedia August 2005 - July 2011
Skills
Blogging, Social Media, Retail, Magazines, Photography, Web Analytics, Facebook, Content Strategy, SEO, Social Media Marketing, Online Advertising, Digital Strategy, Marketing, Google Analytics, WordPress, E-commerce, Strategy, Digital Media, Editorial, Digital Marketing, Online Marketing, Brand Development, Marketing Strategy, Management, Analytics, Web Content Management, Marketing Communications, Advertising, Media Relations
Education
University of Connecticut 2001 — 2003
MA, Political Science
University of Connecticut 1997 — 2001
BA, International Relations Middle East
MassMutual Financial Group May 2014 - Present
Lincoln Financial Group November 2012 - March 2014
AXA Equitable 2011 - 2012
The Hartford 2004 - 2011
The Hartford 2001 - 2004
Nationwide Insurance 1998 - 2001
Florida Department of Financial Services 1994 - 1998
Skills
Mutual Funds, Investments, Retirement Planning, Relationship Management, Fixed Annuities, Retirement, Life Insurance, Sales, Account Management, Salesforce.com, Sales Management, 401k, Strategic Financial..., Leadership, Series 6, FINRA, Variable Annuities, Securities, IRAs, Financial Advisory, Separately Managed..., Uniform Combined State..., Investment Advisory, Asset Allocation, Defined Benefit, Wealth, Retirement Plan..., Financial Planners, Defined Contribution, Qualified Retirement..., 401k Rollovers, Business Planning, Asset Management, Pensions
Education
Florida State University 1995 — 1997
Certified Public Manager®
University of Central Florida 1991 — 1993
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Valencia Community College 1988 — 1991
Associate of Arts (A.A.), Business Administration and Management, General
Central Florida Council Boy Scouts June 2014 - Present
MassMutual Financial Group September 1993 - Present
NAIFA June 2013 - June 2014
Skills
Life Insurance, Disability Insurance, Finance, Long Term Care Insurance, Insurance, Fixed Annuities, Whole Life, Employee Benefits, Leadership, Retirement, Retirement Planning, Team Building
Education
The American College 2012 — 2014
Masters of Science in Financial Services, Financial Planning and Services
University of Central Florida 1989 — 1994
BSBA, Finance
MassMutual Financial Group December 2006 - Present
Principal Financial Group August 1995 - November 2006
Aetna Life Insurance Co. June 1991 - July 1995
Northwestern Mutual January 1981 - June 1991
Skills
Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Education, Exit Strategies, Securities, Licensed to Sell..., Income, Institutional Sales, Institutions, Estate Planning, Fixed Annuities, Insurance
Education
University of Cincinnati 1973 — 1977
Marketing
Purcell High School 1969 — 1973
RW Lynch September 2015 - Present
Technology Sciences Group Inc. (TSG) February 2009 - September 2015
MassMutual Financial Group 2008 - 2009
Electronic Sales and Use Tax, Inc. 2007 - 2008
CIS Data Systems, Inc. 2005 - 2005
Skills
Marketing, Strategy, Public Relations, Business Development, Leadership, Management, Social Media Marketing, Marketing Strategy, Google Analytics, Brand Management, Research, Copywriting, Digital Marketing, Go-to-market Strategy, Internal Communications, Time Management, Facebook, New Client Acquisitions, Inbound Lead Generation, Brand Development, Content Marketing, SEO, SEM, Inbound Marketing, Lead Generation, Microsoft Office
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics, French
Leadway International October 2014 - August 2015
MassMutual Financial Group May 2012 - February 2013
Skills
Mandarin, Microsoft Excel, Quickbook, Microsoft Word, Economics, PowerPoint, Data Analysis, Financial Analysis, Econometrics, Research
Education
University of San Francisco 2011 — 2012
Master of Science (M.S.), financial analysis, 3.75
University of California, Davis 2006 — 2010
Bachelor of Arts (B.A.), International Relations and Economics
Arabella Advisors April 2015 - Present
Independent November 2014 - Present
Sustainalytics June 2014 - October 2014
Royal Bank of Scotland March 2013 - March 2014
MassMutual Financial Group August 2012 - March 2013
Amnesty International February 2012 - July 2012
Ronald E. McNair Scholars Program November 2010 - August 2011
United States Congress-Korean National Assembly Exchange July 2010 - August 2010
Reuters Argentina/Cambridge Instituto de Inglés/Private English Instructor February 2010 - June 2010
House Tom Lantos Human Rights Commission March 2009 - May 2009
Skills
Proficient in Microsoft..., International Relations, Politics, Community Outreach, Policy Analysis, Research, Volunteer Management, Fundraising, Spanish, Non-profits, Public Speaking, Event Planning, Social Media, Microsoft Office, Public Policy, SPSS, JSTOR, Policy, Nonprofits, International..., Human Rights, Corporate Social..., Qualitative Research, Sustainability
Education
St. Mary's University, Twickenham 2013 — 2014
Post Graduate Certificate, International Business
University of California, Berkeley
Bachelor of Arts (B.A.), Peace and Conflict Studies
MassMutual Financial Group January 2013 - Present
The Hartford May 2006 - December 2012
The Hartford June 2006 - October 2009
Fidelity Investments March 2000 - June 2006
Fidelity Investments May 1996 - May 2000
Fidelity Investments September 1995 - April 1996
Aon Consulting September 1994 - August 1995
Skills
Life Insurance, Defined Contribution, Retirement, Cross-functional Team..., Fixed Annuities, CRM, Financial Services, Retirement Planning, Product Management, IRAs, Relationship Management, Mutual Funds, Management, Roth IRA, Pensions
Education
The University of Connecticut
Communication Sciences and Marketing
HP July 2000 - Present
Hewlett-Packard 2000 - Present
Hewlett-Packard / Compaq / DEC 2000 - Present
Phil MIlgrom January 1990 - Present
The Centered Place of Warren, Tranquility Yoga of Chelmsford January 1989 - Present
Hewlett-Packard / Compaq / DEC 1980 - Present
MassMutual Financial Group 2012 - 2012
Digital Equipment Corporation 1980 - 1995
Skills
FrameMaker, Technical Writing, Manuals, Technical Documentation, Documentation, Writing, Online Help, Word, Unix, XML, Microsoft Office, PowerPoint, Editing, Operating Systems, White Papers, Software Documentation, Content Development, Arbortext, Content Management, E-Learning, Technical Communication, RoboHelp, DITA, Single Sourcing, Instructional Design, Information Architecture, Technical Training, Dreamweaver, Visio, Captivate, Wikis, SharePoint, Knowledge Management, MadCap Flare, Adobe Acrobat, Information Design, Usability, CMS, PaintShop Pro, Release Notes, Online Help Development, Web Content, Content Strategy, Web 2.0, Agile Methodologies
Education
University of California, Davis 1965 — 1969
Bachelor of Arts (B.A.), Philosophy
Mills High School, Millbrae CA 1961 — 1965
MassMutual Financial Group January 2013 - Present
University of Central Florida May 2007 - December 2011
Skills
Finance, Investments, Insurance, Retirement Planning, Life Insurance, Strategic Financial..., Disability Insurance, Analysis, Portfolio Management, Customer Service, Estate Planning, Long-term Care, Personal Finance, Employee Benefits, Long Term Care
Education
University of Central Florida 2008 — 2011
Bachelor, Finance
Affinity Insurance Solutions February 2015 - Present
MassMutual Financial Group 2010 - January 2015
HD Vest Financial Services 2008 - 2010
Skills
Life Insurance, Disability Insurance, Retirement Income..., Long Term Care, Annuities, Buy-sell Agreements, Financial Services, Fixed Annuities, Insurance, Leadership, Long-term Care, Public Speaking, Retirement, Retirement Planning, Term Life Insurance, Estate Planning, Whole Life, Long Term Care Insurance, Small Business
Education
University of Central Oklahoma
MA
Abilene Christian University
BA
Lynnwood High School
MassMutual Financial Group March 2014 - Present
Nationwide Financial March 2013 - March 2014
Lincoln Investment Planning Co November 2010 - December 2012
ADP April 2007 - April 2010
T. Rowe Price May 2005 - April 2007
Skills
401k, Retirement, Series 7, Mutual Funds, Retirement Planning, Investments, Employee Benefits, IRAs, Pensions, Portfolio Management, Insurance
Education
University of Maryland 2002 — 2004
Master's Degree, Secondary Education and Teaching
University of California, Santa Barbara
Bachelor's degree, Political Science and Government
The University of Arizona August 2015 - Present
Autism Speaks June 2014 - Present
Fun Stop Photos Special Events July 2013 - May 2015
Dandy Amusement International Inc. June 2013 - May 2015
GEICO November 2012 - June 2013
MassMutual Financial Group May 2010 - July 2010
Skills
Economic Research, Economic Modeling, Microeconomics, Economic Policy, Development Economics, Macroeconomics, Eviews, Econometric Modeling, Economics, Monetary Policy, International Economics, Social Media Marketing, Corporate Social..., Social Networking, Email Marketing, B2B Marketing, Analytics, Database Marketing, Inbound Marketing, Omniture, Social Media, Lead Generation, Customer Retention, Inside Sales, Sales, Salesforce.com, Direct Marketing, Trade Shows, Customer Acquisition, Sales Presentations, Google Adwords, Google Analytics, SEM, Online Marketing, Mobile Marketing, Marketing Research, Customer Service, Event Planning, Public Speaking
Education
University of Arizona 2015 — 2017
Master’s Degree, Higher Education and Student Affairs
University of Iowa 2008 — 2012
Bachelor of Arts (B.A.), Economics
Palatine High School 2004 — 2008
Pandora February 2015 - Present
Pandora September 2013 - February 2015
Brooklyn Academy of Music September 2011 - January 2013
Brooklyn Academy of Music August 2009 - September 2011
Americans for the Arts June 2009 - August 2009
Manning and Napier Advisors, Inc June 2008 - August 2008
MassMutual Financial Group June 2008 - August 2008
Skills
Microsoft Excel, Data Analysis, Stata, R, Statistics, Price Discrimination, Microsoft Office, Microsoft Word, PowerPoint, Photoshop, Databases, Linear Regression, Access, Consumer Demand Analysis, Creative Problem Solving, Interpersonal Skill, Communication, Tessitura, Tstats, Research, Online Advertising, Marketing
Education
UC Davis 2012 — 2013
Master of Science (MS), Agricultural and Resource Economics
University of Rochester 2005 — 2009
Bachelor of Arts (B.A.) with Honors, Economics
University of Southern California Investment Office August 2015 - Present
State Farm March 2014 - June 2014
MassMutual Financial Group August 2013 - January 2014
State Farm May 2012 - August 2012
Skills
Insurance, Retirement Planning, Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Retirement, Leadership, Strategy, Public Speaking, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office
Education
University of Southern California 2015 — 2016
Master of Science (M.S.), Accounting
University of California - Extension 2014 — 2015
Accounting, Finance, 3.7
University of California, Berkeley
Bachelor of Arts (B.A.), Political Science, Sociology
MassMutual Financial Group March 2005 - Present
New York Life Insurance Company 1991 - 1999
Skills
Retirement, Disability Insurance, Investments, Long Term Care Insurance, Securities, Insurance, Finance, Marketing, Sales, Financial Goals, Access, Estate Law, Life Insurance
Education
University of California, Los Angeles 1976 — 1981
MassMutual Financial Group June 2013 - Present
Skills
Retirement Planning, Retirement, Insurance, Financial Services, Finance, Analysis, Employee Benefits, Fixed Annuities, Marketing, Sales, Securities, Life Insurance, Disability Insurance, Estate Planning
Education
University of California, San Diego 2010 — 2012
Bachelor of Science (BS), Communication, General
Crescenta Valley High School 2004 — 2008
GE, Diploma
Prudential Financial February 2015 - Present
AIG May 2014 - February 2015
AIG Financial Network June 2013 - May 2014
MassMutual Financial Group September 2012 - April 2013
MetLife November 2005 - September 2012
Skills
Helping Others Succeed, Financial Analysis, Retirement Savings, Asset Protection, Personal Finance, Personal Protection, Income Protection, College Savings Plans, Investments, Series 24, Series 7, Series 63, Series 6, Life Insurance, Disability Insurance, Long Term Care Insurance, Series 65, Sales, Training, Variable Annuities, Pensions, Investment Advisory, Wealth Management..., Investment Strategies, 401k Rollovers, High Net Worth..., Roth IRA, Financial Goals, ETFs, Alternative Investments, Employee Benefits, Financial Advisory, Universal Life, Asset Allocation, Whole Life, Wealth Management, Mutual Funds, 401k, IRAs, Term Life Insurance, Long-term Care, Retirement Planning, Fixed Annuities, Securities, Insurance, Retirement, Financial Services, Asset Management, Management
Education
University of Central Oklahoma 1991 — 1998
Bachelor of Arts (B.A.), English
Beggs High School 1987 — 1991
Bachelor of Arts (B.A.)
Charles Schwab March 2010 - July 2014
Fidelity Investments November 2007 - March 2009
Fidelity Investments April 2007 - November 2007
Atlas Securities Inc July 2004 - October 2006
MassMutual Financial Group March 2000 - March 2004
Merrill Lynch March 1994 - August 1997
Skills
Investments, Customer Service, Sales, Leadership, Retirement Planning, Financial Services, Mutual Funds, Sales Management, Marketing, Strategic Planning
Education
The University of Connecticut
M.B.A., Business Administration/Economics
Empower Retirement September 2015 - Present
UnitedHealthcare April 2012 - September 2015
United Healthcare February 2011 - May 2012
ING February 2008 - February 2011
Housing Authority Insurance Group July 2002 - February 2008
MassMutual Financial Group 2000 - 2001
Skills
Marketing Communications, Marketing, Publications, Marketing Strategy, Internal Communications, Copywriting, Newsletters, Editing, Email Marketing, Corporate Communications, Customer Service, Media Relations, Microsoft Word, Social Media Marketing, Strategic Communications, Advertising, Microsoft Office, Press Releases
Education
University of Connecticut 1995 — 1999
Journalism, Journalism, English
MassMutual Financial Group January 2015 - Present
MassMutual Financial Group October 2009 - December 2014
The Hartford September 2006 - January 2009
The Phoenix Companies June 1992 - August 2006
Skills
Competitive Intelligence, Market Research, Product Development, Strategic Planning, Account Management, Competitive Analysis, Market Analysis, Insurance, Analysis, Strategy, Product Management, Leadership, Project Planning, Financial Services, Sales, Marketing, Finance, Performance Management, Analytics, Data Analysis, Risk Management, Segmentation, Business Analysis
Education
University of Connecticut 1988 — 1992
BA
Mederi Caretenders January 2014 - Present
BlueRock Capital Markets June 2012 - January 2014
Prudential Financial September 2006 - January 2010
Johnson & Johnson June 2003 - July 2004
MassMutual Financial Group January 1998 - April 2003
Education
University of Connecticut 1993 — 1996
bachelors, Psychology
3D Asset Management March 2006 - Present
USI Securities, Inc. 1998 - 2006
MassMutual Financial Group 1996 - 1998
Connecticut Mutual / GR Phelps 1989 - 1996
North American Investment Corp. 1982 - 1988
Education
University of Hartford 1986 — 1990
MBA, Investment Finance
The University of Connecticut 1974 — 1981
BS, Business Administration
North Branford High School
North Branford High School
Advantage Care Physicians (formerly Manhattan's Physician Group) September 2013 - Present
Manhattan's Physician Group August 2007 - September 2013
CIGNA Investment Management March 2000 - July 2006
MassMutual Financial Group July 1995 - March 2000
Skills
Microsoft Excel, Microsoft Word, Training, PeopleSoft, Sage Accpac, Interior Design
Education
University of Central Florida
Master of Business Administration (MBA), BS Accounting
Sheffield School of Interior Design 2006 — 2007
Interior Design
New York Real Estate Institute 2014 — 2014
Real Estate Sales Person Program
Bishop Moore High School - Orlando, Florida
BackNine Insurance Services June 2013 - Present
MassMutual Financial Group January 2007 - Present
Genworth Financial 2004 - 2006
Skills
Disability Insurance, Insurance, Public Speaking, Long-term Care, Long Term Care Insurance, Retirement, Portfolio Management, Fixed Annuities, Retirement Planning, Life Insurance, Term Life Insurance, IRAs, Financial Planners, Financial Services, Financial Planning
Education
The Corporation for Long-Term Care Certification 2002 — 2004
LTCI Specialist, Long Term Care Insurance Specialist
University of California, Santa Cruz
University of California, Santa Cruz
University of California, Santa Cruz
Independent Insurance Agency May 2011 - Present
MassMutual Financial Group August 2008 - August 2010
Skills
Underwriting, Life Insurance, Insurance, Disability Insurance, Property & Casualty..., Term Life Insurance, Small Business, Customer Service, Long-term Care, Liability, Sales
Education
University of Central Oklahoma 2003 — 2007
Bachelor's Degree, Finance & Insurance
DARK FINANCIAL & INSURANCE SERVICES February 2014 - Present
MassMutual Financial Group August 2012 - February 2014
UCSB Bookstore May 2009 - June 2012
Skills
PowerPoint, Retirement Planning, Managerial Finance, Disability Insurance, Insurance, Financial Services, Event Planning, Retirement, Economics, Life Insurance, Finance, Sales, Leadership
Education
UCSB 2008 — 2012
Bachelor of Science (B.S.), Mathematical Sciences
Granada Hills Charter High School
OneAmerica Financial Partners Inc. May 2014 - Present
OneAmerica Financial Partners Inc. March 2013 - Present
OneAmerica Financial Partners Inc. May 2011 - October 2013
MassMutual Financial Group May 2010 - May 2011
MassMutual Financial Group March 2008 - May 2010
Kelley Communications LLC July 2007 - March 2008
MassMutual September 2001 - October 2006
Smith Barney July 2000 - September 2002
Phoenix Life Insurance Company May 1998 - July 2000
Skills
Product Marketing, Segmentation, Selling Skills, Fixed Annuities, Insurance, Financial Services, Retirement, Series 7, Life Insurance, Retirement Planning, Disability Insurance, Leadership, Marketing Strategy, Program Management, Strategy, Training, Marketing, Copywriting, Series 63, Underwriting, College Basketball, Strategic Financial..., Strategic Planning, Mergers & Acquisitions, Series 6, Small Business, Finance, Public Relations
Education
University of Connecticut 1994 — 1998
Bachelors, English
Londonderry High
MassMutual Financial Group June 2015 - Present
Bankers Life and Casualty Company February 2014 - June 2015
Santa Cruz Insurance Group August 2012 - February 2014
Skills
Customer Service, Sales, Life Insurance, Disability Insurance, Insurance, Marketing, Account Management, Time Management, Sales Management, Long-term Care, Annuity Sales, Medicare, Medicare Advantage, Critical Illness, Financial Planning, Financial Services, 401k
Education
University of Arkansas at Fayetteville 2006 — 2011
Bachelor of Science (B.S.), Business Management
Catholic High School 2003 — 2006
Voya Investment Management June 2015 - Present
Primacy August 2013 - Present
Per Diem Resources July 2012 - August 2013
Del Conte Hyde Annello & Schuch September 2011 - August 2012
SourceMedia January 2010 - June 2011
The Worx Group August 2009 - February 2011
Summit Business Media December 2004 - March 2009
MassMutual April 1997 - December 2004
MassMutual Financial Group 1997 - 2004
Aetna April 1995 - April 1997
Skills
Marketing Strategy, Marketing Communications, Advertising Sales, Social Media Marketing, Integrated Marketing, Online Advertising, Direct Mail, Media Buying, Publishing, Media Planning, Email Marketing, Direct Marketing, Advertising, Google Analytics, Marketing, Social Media, Digital Marketing, SEO, Brand Management, B2B, Creative Direction, Strategy
Education
University of Connecticut 1985 — 1992
BA, Personnel/Economics
OneLogin, Inc. September 2015 - Present
salesforce.com May 2014 - August 2015
salesforce.com June 2013 - April 2014
MassMutual Financial Group May 2011 - May 2013
Skills
Sales, Business Development, Insurance, Salesforce.com, Cold Calling, Microsoft Word, Financial Analysis, Customer Service, Leadership, Marketing, Account Management, CRM, New Business Development, Finance
Education
University of California, Davis 2007 — 2011
B.A., Economics, Communications
Aragon High School 2003 — 2007
MassMutual Financial Group December 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2012 - September 2014
Retirement Revolution February 2012 - September 2012
Union Bank January 2008 - February 2012
TruSource(A Union Bank Company) August 2004 - April 2008
CNA Trust April 1997 - July 2004
CIGNA Retirement Plan Services February 1995 - July 1997
Quailified Benefits, Inc. February 1993 - April 1994
The Manufacturers Life Insurance Company January 1985 - March 1992
Skills
Retirement, Retirement Planning, Investments, Financial Services, Financial Advisory, Sales, Sales Management, Defined Benefit, 401k, Mutual Funds, Series 63, Series 7, Wealth Management, Series 6, Asset Management, Insurance, Risk Management, Banking, Strategic Planning, Relationship Management, Strategic Financial..., Leadership, Life Insurance, Business Development, Management, Fixed Annuities, Investment Strategies, New Business Development, Portfolio Management, Employee Benefits, Asset Allocation, Pensions, Alternative Investments, Securities
Education
University of California, Los Angeles 1979 — 1984
Bachelor's Degree, History
Kaenyama Sushi & Teppanyaki November 2013 - May 2015
MassMutual Financial Group January 2012 - August 2013
Bank of America June 2011 - October 2011
Merrill Lynch March 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Outlook, Leadership, Computer Repair, Microsoft Office, Microsoft Word, Financial Analysis, Customer Service, Management, Investments, Sales, Training
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics
Arroyo High School 2003 — 2007
Meshulam Financial January 2013 - Present
MassMutual Financial Group February 2010 - December 2012
Pacific Advisors January 2007 - February 2010
Northwestern Mutual May 1979 - December 2006
Skills
Life Insurance Analysis, Succession Planning, Group Benefits, Employee Benefits, Disability Insurance, Long-term Care, Insurance, Health Insurance, Financial Advisory, Securities, Series 6, Retirement Planning, Estate Planning, Retirement, Underwriting, Strategic Financial..., Fixed Annuities, Financial Services, Wealth Accumulation, Investments, Long Term Care Insurance, 401k, Life Insurance, Term Life Insurance, Personal Finance, Buy-sell Agreements, Income, Retirement Savings, Series 24, Mutual Funds, Series 7, Asset Allocation, Banking, Financial Planners, Wealth Management..., Mortgage Lending, Wealth Management, Portfolio Management, Retirement Plan..., Asset Protection, High Net Worth..., Roth IRA, Investment Strategies, 529 Plans, College Savings Plans, Premium Financing, Non-Qualified Deferred..., Alternative Investments, Small Business, Investment Advisory
Education
University of California, Los Angeles 1974 — 1978
M.B.A., Sales Management
Woodbury University 1965 — 1969
BSBA, Sales Management and Marketing
MassMutual Financial Group November 2010 - Present
Prudential Financial June 1990 - November 2010
Skills
Retirement, Life Insurance, Retirement Planning, Estate Planning, Fixed Annuities, Long Term Care Insurance, Insurance, Securities, Risk Management, Series 63, Financial Services, Employee Benefits, Mutual Funds, Finance, IRAs, Wealth, Wealth Management
Education
University of Arizona 1980 — 1985
Bachelor, Speech Communications
University of Arizona 1980 — 1985
Xavier College Prep 1976 — 1980
general
American College
CLU, LUTCF, CLTC,ChSNC, Financial
MassMutual Financial Group July 2008 - Present
Skills
Retirement, Insurance, Disability Insurance, Securities, Long Term Care Insurance, Financial Services, Finance, Retirement Planning, Marketing, Fixed Annuities, Analysis, Life Insurance, Sales, Health Insurance, Mutual Funds
Education
University of Central Missouri 1976 — 1982
Bachelor of Science in Business Administration, Marketing
Smithville High School
Travelers June 2012 - December 2014
Zurich Insurance April 2010 - June 2012
AppLabs - A CSC Company April 2010 - June 2012
JP Morgan Chase August 2009 - March 2010
MassMutual Financial Group January 2008 - July 2009
Cigna Healthcare August 2007 - December 2007
Wells Fargo April 2007 - August 2007
Hanover Insurance Group September 2006 - March 2007
AT&T March 2005 - September 2006
Bellsouth July 2003 - March 2005
Skills
Testing, Quality Center, Test Planning, Quality Assurance, SDLC, Test Strategy, Agile Methodologies, Regression Testing, QTP, Manual Testing, Test Cases, Test Management, Project Management, Business Analysis, User Acceptance Testing, Customer Service, System Testing, WinRunner, HP Quality Center, HP QTP, Resource Management, Management, Requirements Analysis, Agile Project Management, Vendor Management, Business Intelligence, Leadership, SQL, SoapUI, Customer Relations, Test Director, Team Leadership, ETL, Automation, Teradata Data Warehouse, Data Warehousing
Education
University of Bridgeport 1900 — 2003
MS
GNDEC 1997 — 2000
2000
MassMutual Financial Group March 2012 - Present
Guilty, Inc April 2009 - Present
MassMutual Financial Group June 2010 - August 2010
ManyaEPO April 2009 - July 2010
Elaan February 2007 - October 2008
University of Bedfordshire October 2005 - February 2006
Skills
Research, Creative Writing, Data Analysis, Report Writing, Text Analytics, Non-profits, Social Media, Editing, Social Media Marketing, Marketing Communications, Marketing, Advertising, Copywriting, Qualitative Research, Strategic Planning, Public Relations, Management, Nonprofits
Education
University of Bedfordshire 2005 — 2007
M.A, Media Arts
University of Calcutta 2002 — 2005
B.A, English Literature
MassMutual Financial Group April 2015 - Present
Skills
Leadership Development, Multicultural Marketing, Keynote Speaker, Workshops an Panelist..., Urban Market Strategist, Latino Market, Women and Leadership, Women in Business, Strategic Planning, Leadership, Presenter, Strategy, Marketing, Segmentation, Nonprofits, Strategic Partnerships, CRM, Analysis, Sales Management, Research, Marketing Strategy, Integrated Marketing, Recruiting, Public Relations, Retail, Brand Management, Program Management, Team Building, Event Management, Training, Fundraising, Marketing Communications, Management, Social Media, Integration, Entrepreneurship, Sponsorship, Advertising, Social Media Marketing, Event Planning, New Business Development, Sales, Budgets, Public Speaking
Education
University of Phoenix 2003 — 2006
MBA, Concentration: Multicultural Marketing
The University of Connecticut 1981 — 1985
B.A, Cultural Anthropology/Political Science
MassMutual Financial Group August 2013 - Present
Capital Guardian LLC October 2012 - May 2013
American Lung Association August 2012 - December 2012
EXPRESS October 2011 - December 2011
Century 21 Selective/Rent Works LLC September 2011 - December 2011
Skills
Sales, Marketing, Analysis, Business Analysis, Budgets, Life Insurance, Data Analysis, Long-term Care, Leadership, Mutual Funds, Variable Annuities, Program Management
Education
University of Central Florida 2009 — 2013
Bachelor of Science (BS), Finance, General
Somerset Academy 2003 — 2009
Samsung Electronics November 2014 - Present
Samsung Electronics January 2014 - Present
MassMutual Financial Group August 2013 - October 2013
Interland Corporation June 2012 - July 2013
Law Office of Alex Wyman March 2012 - April 2013
CBS News June 2011 - August 2011
UC Davis Department of Psychology January 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Access, Highly Reliable, Event Planning, Data Entry, Facebook, Social Networking, Improvisation, Wordperfect, Amicus, Martin Deans, Highly detail oriented, Public Speaking, Teamwork, Research, Social Media, Customer Service, Data Analysis, Analysis, Financial Analysis, Management, WordPerfect
Education
University of California, Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of California, Davis 2009 — 2013
Bachelor of Arts (BA), Communication Theories
Hillsdale High School
MassMutual Financial Group 2015 - Present
New York Life Insurance Company 1994 - March 2015
Skills
Wealth Management, Retirement Planning, Fixed Annuities, Investments, Estate Planning, Securities, IRAs, Life Insurance, Financial Services, Portfolio Management, 401k, Retirement, Fixed Income, Asset Management, Employee Benefits, Mutual Funds, Insurance, Series 6, Wealth Accumulation, Strategic Financial..., Financial Planners, Equities, Asset Allocation, Investment Strategies, Financial Planning, Finance, Leadership
Education
University of California, Los Angeles
BA, Economics
MassMutual Financial Group
Skills
Outstanding Customer..., Networking, Long Term Care, Fixed Annuities, Disability Insurance, Insurance Strategies, Financial Development, Retirement Income..., Retirement, Retirement Planning, Long-term Care, Customer Service, Insurance, Life Insurance, Marketing, Sales, Securities, Long Term Care Insurance, Finance, Estate Planning, IRAs, Series 6, Variable Annuities, 401k, Term Life Insurance, Mutual Funds, Wealth Management, Economic Development, Investments
Education
University of Central Florida
MassMutual Financial Group 2011 - Present
New York Life Insurance Company 2010 - 2011
Advanced Planning Services, Inc. / Westland Financial Services, Inc. 2006 - 2009
Delsen & Company, LLP / HSBC Auto Finance 2003 - 2006
Skills
Insurance, Disability Insurance, Retirement Planning, Fixed Annuities, Long Term Care Insurance, Life Insurance, Employee Benefits, Investments, Estate Planning, Financial Services, Finance, Leadership, Strategic Financial..., Sales, Retirement, Marketing, Financial Planners
Education
University of Arizona 1997 — 2002
BA, International Business
1Law 2012 - 2015
Fette Helquist & Park, Tax Lawyers, LLC August 2008 - January 2013
Caddy Group 2010 - 2013
MassMutual Financial Group 2007 - 2010
Kyler Kohler Ostermiller & Sorensen, LLP 2006 - 2008
Discover Financial Services January 1995 - April 2001
Skills
Estate Planning, Corporate Law, Mediation, Asset Protection, Real Estate, Negotiation, Wills, Trusts, Courts, Contract Negotiation, Appeals, Arbitration, Personal Injury, Powers of Attorney, Conservatorships, Business Litigation, Corporate Governance
Education
University of Missouri-Kansas City School of Law 2004 — 2005
LL.M., Taxation
University of Arkansas School of Law, Fayetteville 2002 — 2005
J.D., Law
University of Utah - David Eccles School of Business 1998 — 2001
B.S., Accounting
Atos October 2013 - Present
AIG March 2013 - September 2013
AIG September 2011 - March 2013
ExxonMobil January 2011 - August 2011
Radius Infosys 2008 - 2011
Xcel Energy May 2010 - December 2010
Citigrouop August 2009 - May 2010
Dell Perot Systems July 2005 - August 2008
Verizon Data January 2003 - July 2005
MassMutual Financial Group January 2002 - December 2002
Skills
Converged Infrastructure, Data Center, Disaster Recovery, Virtualization, VMware, Cloud Computing, Servers, Integration, Process Improvement, Project Management, PMP, IT Strategy, System Deployment, Network Security, Business Analysis, LAN/WAN Network Topology, Security, Networking, Storage, Solaris, Windows Server, Operating Systems, SAN, Configuration Management, Testing, Infrastructure, IT Management, Active Directory, Network Administration, Change Management, TCP/IP, Firewalls, ITIL, Enterprise Software, Linux, Storage Area Networks, Software Documentation, DNS, DHCP, Troubleshooting, Enterprise Architecture, IT Service Management, Windows 7, Databases, Program Management, NAS, VMware ESX, Application Governance, Business Intelligence, Microsoft Exchange
Education
University of Calcutta 1984 — 1988
Bachelor of Science, Physics
St Aloysius High School, Howrah 1973 — 1982
High School, Sciences, Math, Social Studies, Languages
Manhattan's Physician Group August 2007 - Present
CIGNA Investment Management March 2000 - July 2006
MassMutual Financial Group July 1995 - March 2000
Rollins College May 1992 - March 1995
Education
University of Central Florida - College of Business Administration 1992 — 1994
MBA, Business
University of Central Florida - College of Business Administration 1988 — 1992
BS, Accounting - Summa Cum Laude
MassMutual Financial Group March 2015 - Present
University of California, Riverside January 2011 - October 2014
Skills
Photoshop, Social Networking, CSS, Public Speaking, HTML, Wealth Management, Retirement Planning, Employee Benefits, Business Continuity..., Retirement Savings, College Savings...
Education
University of California, Riverside 2009 — 2013
Bachelor of Arts (B.A.), Political Science & Business Administration
Upland High School 2005 — 2009
High School
Deloitte August 2015 - Present
TM Financial Forensics LLC June 2014 - August 2014
GF Securities August 2013 - September 2013
MassMutual Financial Group June 2012 - July 2012
Skills
Microsoft Office, Chinese, Social Media, Social Networking, Economics, English, Research, Data Analysis, Community Outreach, Microsoft Excel, Spanish, Golf
Education
UCLA
Bachelor of Arts (BA), Economics
MassMutual Financial Group July 2007 - Present
MassMutual Financial Group October 2000 - June 2007
Bell + Howell October 1985 - October 1999
Skills
Windows Server Support, VMware Infrastructure, Multimedia Development, SCORM, IIS, Windows Server, Disaster Recovery, SharePoint, Technical Support, VBScript, Multimedia
Education
University of Bridgeport
University of Hartford
MassMutual Financial Group June 2011 - Present
ENH Research Institute May 2006 - August 2006
Glenbrook Pediatrics June 2004 - August 2005
Skills
Insurance, Disability Insurance, Strategic Financial..., Long Term Care Insurance, Finance, Fluent in Vietnamese, Marketing, Employee Benefits, Retirement, Fluent in French, Budgets, Sales, Retirement Planning, Life Insurance, Estate Planning
Education
University of Cincinnati
University of Iowa
IPS Strategic Capital September 2015 - Present
MassMutual Financial Group May 2014 - August 2014
Boulder Creek Events January 2013 - September 2013
Starlite Diner and Lounge January 2013 - August 2013
Skills
Quantitative Analytics, Quantitative Finance, Financial Accounting, Creative Problem Solving, Problem Solving, Microsoft Excel, Microsoft Office, Clerical Skills, Marketing, Management, Entrepreneurship, Spanish-speaking, Payroll, Public Speaking, Social Media, Spanish, Managerial Skills, Creative Strategy
Education
University of Colorado Boulder 2011 — 2015
Bachelor’s Degree, Finance, Economics
GUESS?, Inc. June 2014 - August 2014
MassMutual Financial Group July 2013 - July 2013
EY July 2012 - August 2012
Skills
Microsoft Word, Time Management, Microsoft Excel, English, Social Media, Public Speaking, Accounting, PowerPoint, Teamwork, Financial Analysis, Accounts Payable, Accounts Receivable, Leadership, Stata
Education
University of California, Los Angeles 2011 — 2015
Bachelor's degree, Business/Managerial Economics
Island School 2004 — 2011
International Baccalaureate (IB), 40/45
OneCambridge April 2015 - Present
MassMutual Financial Group June 2012 - January 2015
Skills
Retirement Planning, Retirement, Mutual Funds, Strategic Financial..., Investments, Fixed Annuities, Asset Allocation, Securities, Investment Advisory
Education
University of California, Riverside 2009 — 2012
Bachelor of Arts, Economics/ Business Administrative
AXA Advisors, LLC. June 2012 - Present
McDougall Financial Partners June 2011 - Present
The Pollakov Financial Group, Inc. June 2011 - June 2012
McDougall & Associates June 2010 - June 2011
Derek M. McDougall June 2008 - June 2010
The Pollakov Financial Group, Inc. June 2005 - June 2008
MassMutual Financial Group June 2007 - March 2008
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning..., Comprehensive Financial...
Education
University of California, San Diego 2000 — 2005
Bachelor's degree, Economics, Provost Honors
Santa Cruz high
HireTeamMate January 2015 - Present
Google November 2014 - August 2015
Trucksome Inc. March 2013 - July 2015
MassMutual Financial Group March 2014 - February 2015
Lil Burma November 2013 - January 2015
HM & PH Hotels May 2011 - April 2014
Santa Ana College June 2009 - June 2010
Day Soai January 2009 - September 2009
IT PC Rainbow September 2007 - December 2008
Lipovy Dvur January 2006 - August 2007
Skills
Leadership, Entrepreneurship, Business Development, Public Speaking, Management, Marketing, Sales, SaaS, Python, Data Analysis, ETL, Data Integration, Process Design, Data Mining, Analytics, Machine Learning, R, Statistics, Business Intelligence, SQL, Google Adwords, Algorithms, Hadoop, Research, HTML5/CSS3, JavaScript, UI/UX, Stata, SEO, SEM, Social Media Marketing, Social Media, Fundraising, Strategic Planning, Project Management, Leadership Development, Venture Capital, Pitching Ideas, Financial Analysis, Economics, Public Relations, Business Strategy, Team Leadership, WordPress, Financial Planning, Microsoft Office
Education
UC Berkeley 2010 — 2012
Bachelor of Arts (B.A.), Economics
Santa Ana College 2008 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Bolsa Grande High School 2008 — 2008
Diploma, High School/Secondary Diplomas and Certificates
Corona High School 2007 — 2008
Diploma, High School/Secondary Diplomas and Certificates
Gymnazium Cheb 2001 — 2007
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
RPA October 2014 - Present
RPA September 2013 - September 2014
KERN - an Omnicom Agency July 2012 - September 2013
AAAZA, Inc. March 2011 - December 2011
AAAZA, Inc. June 2010 - March 2011
MassMutual Financial Group July 2009 - September 2009
Information Technology Services - University of California, Los Angeles June 2007 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Event Management, Event Planning, Marketing, Marketing Strategy, Event Marketing Strategy, PowerPoint, Google Analytics, Competitive Analysis, Strategy, Social Media
Education
University of California, Los Angeles 2006 — 2010
Hopkins Junior High
MSJHS
MassMutual Financial Group 2014 - Present
New York Life Insurance Company December 2006 - December 2014
Skills
Retirement Planning, Insurance, Life Insurance, Fixed Annuities, Retirement, Investments, Disability Insurance, Financial Planning, Mutual Funds, Financial Services
Education
美國加州大學洛杉磯分校, Graduate School of Public health 1989 — 1991
Public Health and Environmental Health science, Master of Public Health (M.P.H.)
美國加州大學洛杉磯分校 1988 — 1991
Public Health, Master of Public Health
Community West Bank August 2015 - Present
The Trade Desk, Inc. June 2014 - April 2015
MassMutual Financial Group January 2014 - March 2014
Tropicana Student Living January 2013 - December 2013
Silvergreens Restaurant November 2011 - December 2012
YMCA June 2009 - September 2011
Skills
Analysis, Finance, Microsoft Excel, Wealth Management, Strategic Financial..., Financial Analysis, Mutual Funds, Fixed Annuities, Financial Planning, Customer Service, Business Strategy, Retirement Planning, Microsoft Word, MS Excel Pivot Tables, PowerPoint, Time Management, Client Billing, Microsoft Office, Life Insurance, Billing Process, Team Building, Business Analysis
Education
University of California, Santa Barbara 2010 — 2013
Bachelor of Arts (BA), Economics, 3.4
Newbury Park High School 2006 — 2010
High School, 3.9 GPA
Morling Financial Advisors September 2014 - Present
MassMutual Financial Group March 2014 - September 2014
SigFig 2014 - 2014
AXA Advisors June 2012 - November 2013
RMH Investment Management, LLC September 2010 - May 2012
UPS Store November 2009 - January 2012
Skills
Financial Analysis, Porfolio Performance..., Mastered Charles Schwab..., Advanced coursework in..., Market Research, Management, Finance, Analysis, Sales, Investments, Microsoft Excel, Portfolio Management, PowerPoint, Sales Management, Leadership, Accounting, Access, Time Management
Education
University of Arizona, Eller College of Management 2008 — 2011
Bachelor of Science, Business Administration- Finance
Monte Vista High School
RBC Wealth Management November 2014 - Present
MassMutual Financial Group July 2013 - October 2014
Prudential Financial August 2011 - July 2013
Prudential Financial September 2001 - July 2013
Smith Barney October 1999 - September 2001
DA Davidson & Co., Inc. March 1997 - September 1999
Skills
Wealth Management, Strategic Financial..., Variable Annuities, Estate Planning, Charitable Gift Planning, Managed Money, Insurance, Non-profit Board..., Series 7, Series 65, Series 63, Series 26, Sales Management, Financial Planners, Retirement Planning, FINRA
Education
The American College 2011 — 2014
CLU Chartered Life Underwriter, Finance
The American College 2010 — 2014
ChFC Chartered Financial Consultant, Finance
College for Financial Planning 2007 — 2008
CMFC Chartered Mutual Fund Counselor, Finance
University of California, Berkeley 1980 — 1984
Bachelor of Arts (B.A.), Social Sciences
RSA, The Security Division of EMC February 2015 - Present
RSA, The Security Division of EMC April 2014 - Present
RSA The Security Division of EMC April 2012 - Present
Charleston Coastal Excursions June 2011 - January 2012
Cason Companies August 2010 - June 2011
Junior Achievement of West Virginia September 2008 - May 2010
MassMutual Financial Group May 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Negotiation, Data Analysis, Salesforce.com, PowerPoint, Channel Sales, Account Management, Direct Sales, Cold Calling, New Business Development, Team Leadership, SaaS, Sales Process, Channel, Solution Selling, Security, Enterprise Software, Channel Partners
Education
The University of Charleston 2007 — 2011
Bachelor of Science (BS), Business Adminstration and Finance
Fork Union Military Academy 2005 — 2007
High School, Prep School
MassMutual Financial Group November 2014 - Present
MassMutual Financial Group April 2012 - November 2014
Fidelity National Information Services July 2011 - April 2012
Merrill Lynch June 2006 - June 2011
Land Capital Group June 2005 - June 2006
Skills
Series 7, Series 63, Life & Health Insurance..., Retirement Planning, Mutual Funds, Investments, 401k, Financial Services, Wealth Management, Securities, Sales, Financial Analysis, Asset Allocation
Education
University of Florida - Warrington College Of Business 2010 — 2011
MBA
University of Central Florida - College of Business Administration 2001 — 2005
BSBA, Management
MassMutual Financial Group August 2012 - Present
Northwestern Mutual January 2011 - August 2012
Publix March 2008 - January 2011
YMCA August 2004 - March 2007
Skills
Insurance, Investments, Retirement Planning, Life Insurance, Mutual Funds, IRAs, Disability Insurance, Retirement, Long Term Care Insurance, Fixed Annuities, Leadership, Sales Management, Financial Analysis, Finance, Portfolio Management, Access, Long-term Care, Securities, Term Life Insurance, Estate Planning
Education
University of Central Florida 2007 — 2011
Finance
Ambit Energy February 2014 - Present
MassMutual Financial Group August 1998 - January 2014
Skills
Customer Service, Microsoft Office, Annuity, Customer Relations, Research, Problem Solving, Word, Call Center, Team Building, Microsoft Word, Process Improvement
Education
University of Colorado Boulder 1990 — 1993
BA, Sociology
Mitchell College 1988 — 1990
AS, General Studies
Souders Financial Group January 2011 - Present
MassMutual Financial Group November 2008 - December 2010
Northwestern Mutual Financial Network March 2002 - November 2008
Successories Unlimited Inc. June 1992 - November 2004
KPMG Peat Marwick June 1989 - June 1992
Education
University of Cincinnati College of Business 1985 — 1989
BS, Accounting
MassMutual Financial Group April 2012 - Present
AAA NCNU March 2008 - April 2012
Combined Insurance 2008 - 2009
Hewlett-Packard October 1996 - November 2003
AMD February 1989 - November 1995
Education
University of California, Davis 1986 — 1988
University of California, Davis, Polictical Sciense
MassMutual Financial Group June 2012 - December 2013
Santavicca Dental Professionals October 2010 - July 2011
Marby Corporation April 1998 - September 2010
Skills
Strategic Planning, Entrepreneurship, Business Planning, Leadership Development, Analysis, Creative Problem Solving, Six Sigma, Strategic Financial..., Process Improvement, Change Management, Organizational..., Public Speaking, Team Building, Investments, Strategic Communications, Organizational..., Operations Management, Staff Development, Program Management, Training, Insurance, Resource Development, Sales, Result Oriented, Results Focused, Employee Benefits, Coaching, Management Consulting, Retirement, Conflict Resolution, Financial Services, Retirement Planning, Culinary Management, Food & Beverage, Finance, Strategy, Business Analysis, Series 63, Health Insurance, Organizational..., Life Insurance, Securities, Cross-functional Team..., Time Management, Term Life Insurance, Start-ups, Strategic Thinking, Executive Coaching, Business Strategy, 401k
Education
University of Arizona 2011 — 2011
Black Belt Certification, Lean Six Sigma, Manufacturing
Villanova University 2010 — 2010
Six Sigma Green Belt and Lean Six Sigma, HealthCare
Walnut Hill College, The Restaurant School 1991 — 1992
Associate's Degree, Technical Arts- Culinary
CarMax January 2015 - Present
Snagajob March 2013 - December 2014
Snagajob May 2011 - March 2013
SnagAJob.com April 2009 - June 2011
SnagAJob.com October 2006 - April 2009
HealthDirect August 1999 - August 2006
MassMutual Financial Group March 1998 - August 1999
SCIREX Corporation October 1997 - March 1998
MassMutual Financial Group July 1996 - October 1997
Skills
Agile Methodologies, SaaS, Scrum, Product Management, Agile Project Management, Software Development, Cloud Computing, C#, User Experience, .NET, E-commerce, JavaScript, Web Services, Analytics, SOA, IT Strategy, Leadership, Web Applications, Enterprise Software, Business Development, Account Management, Microsoft SQL Server, Business Intelligence, Information Architecture, Management, Web Analytics
Education
University of Connecticut 1994 — 1996
B.A., Mathematics
Keuka College 1992 — 1994
Business Management
MassMutual Financial Group 2015 - Present
MassMutual Financial Group 2013 - 2015
Independent Consultant 2010 - 2013
Children's Hospital Colorado 2007 - 2010
Applied Trust Engineering 2005 - 2007
Level 3 Communications 2004 - 2005
Skills
Hadoop, TCP/IP, C, Python, Wireless Networking, Java, Cisco IOS, Web Applications, Linux, Windows, VoIP, C++, Data Analysis, Machine Learning, Data Mining, Data Science, Networking, Cisco Certified, Network Architecture, Perl, Enterprise Architecture
Education
University of Colorado Boulder
Bachelor’s Degree, Electrical Engineering
University of Colorado Boulder
Master’s Degree, Telecommunications
University of Colorado Boulder
Doctor of Philosophy (Ph.D.), Computer Science
MassMutual Financial Group January 2015 - Present
Northwestern Mutual March 2011 - December 2014
Amerimae & Ameritrust Mortgage Bankers, Inc. 2007 - April 2011
Encore Credit Corp 2004 - 2007
Applause, LLC April 1999 - November 2001
Computer Sciences Corporation February 1998 - April 1999
Aurora Electronics February 1996 - February 1998
Home Fashions, Inc. 1992 - 1996
Skills
Networking, Time Management, Marketing, Leadership, Strategic Planning, Team Building, Customer Service, Retirement Planning, Management, Life & Health Insurance..., Long Term Care Insurance, Disability Insurance, Employee Benefits Design, Retirement Income..., Strategic Partnerships, Strategic Alliances, Community Outreach, Community Engagement, Philosophy of Mind, Individual Pension Plans, Succession Planning, College Education..., Long-term Care
Education
Northrop University, Los Angeles, CA
B.S.
University of California, Los Angeles
Travelers October 2011 - Present
Travelers January 2011 - February 2012
MassMutual Financial Group May 2009 - January 2011
MassMutual Financial Group March 2006 - April 2009
IBM Global Business Services June 1996 - February 2006
Avaya January 2004 - January 2006
Horizon Blue Cross Blue Shield of New Jersey 2003 - 2003
Lexmark 2000 - 2002
Mercedes-Benz USA 1998 - 1999
Level 3 Communications January 1997 - November 1997
Skills
PMO, PMO set-up, PMO Design, PMO Development, PMO Services, International Project..., Project Portfolio..., Program Management, Project Management, Project Delivery, Six Sigma, ITIL Certified, Vendor Management, Business Process..., Project Planning, Leadership, Process Improvement, IT Strategy, IT Management, Outsourcing, Insurance, IT Service Management, Change Management, Cross-functional Team..., CRM, Strategy, Management, Integration
Education
University of Connecticut 2005 — 2007
MBA, Business
Western New England College
BS, Computer Science, Mathematics
Prudential Financial September 2014 - Present
Prudential Financial September 2013 - September 2014
Edge Technology Services May 2013 - September 2013
Corporate IT January 2013 - May 2013
Edge Technology Services September 2011 - December 2012
Cigna March 2009 - September 2011
MassMutual Financial Group October 2008 - February 2009
The Hartford September 2007 - October 2008
The Hartford February 2006 - September 2007
Prospect Financial Services March 2004 - April 2005
Skills
Visio, Axure RP, Usability Testing, Morae, User Experience, User-centered Design, Usability Engineering, Web Design, Usability Design, User Interface Design, Agile Methodologies, Business Analysis, Web Analytics, Strategy, Information Architecture, Vendor Management, CSS, HTML, CRM, Usability, Dreamweaver, User Acceptance Testing, SharePoint, Web Development, Web Applications, Requirements Gathering, Access, Cross-functional Team..., XML, Flash, Business Process, Photoshop, Illustrator, Media Production, Corporate Websites, Concept Design, Process Flow, Website Testing, Website Construction, Business Strategy, Customer Insight, Print Production, Digital Media, Production Support, Root Cause Analysis, User Stories, Waterfall, Process Mapping, Business Process..., Business Requirements
Education
University of Connecticut 1989 — 1994
BFA
Cap Gemini Sogeti January 2013 - Present
CapGemini/Sogeti January 2012 - Present
Capgemini/Sogeti September 2009 - December 2012
MassMutual Financial Group July 2007 - September 2009
Cognizant Tech Solutions July 2002 - September 2009
Kshema Technologies November 2000 - July 2002
Skills
Program Management, Software Project..., Test Management, Test Planning, Testing, Test Automation, Quality Center, SDLC, System Testing, Requirements Analysis, User Acceptance Testing, Agile Methodologies, QTP, Test Estimation, Regression Testing, Software Quality..., Test Strategy, Scrum, Agile Project Management, Project Management, Requirements Gathering
Education
University of Calicut
B.Tech
The Hartford Insurance Group September 2013 - Present
The Hartford Insurance Group April 2007 - Present
Hartford Technology Services Company 2007 - Present
The Hartford 2007 - Present
Mass Mutual Financial Group May 2001 - March 2007
MassMutual 2001 - 2007
MassMutual Financial Group 2001 - 2006
Royal & Sun Alliance, formerly Orion September 1996 - May 2001
Orion Capital Insurance Co 1996 - 2001
Royal & SunAlliance / Orion Capital / EBI 1995 - 2001
Skills
Vendor Management, Program Management, SDLC, Project Management, Project Portfolio..., Business Analysis, Management, Process Improvement, Business Process, Resource Management, Risk Management, Business Process..., PMO, Data Warehousing, Leadership, Software Development, PMP, Strategy, Team Building, Business Requirements, Quality Assurance, Strategic Planning, Disaster Recovery, Information Technology, Budgets, Change Management, the..., IT Strategy
Education
University of Hartford 1980 — 1984
None, Math and Computer Sciences
University of California, Berkeley 1977 — 1978
none, Civil Engineering
Capital Community College 1974 — 1976
AS, Civil Engineering
Hartford State Technical College 1974 — 1976
AS, Civil Engineering
Tolland High School 1970 — 1974
MassMutual Financial Group January 2013 - Present
The Hartford January 2008 - December 2012
TopNoggin January 2000 - December 2007
GSW Worldwide September 1997 - January 2000
Education
University of California, Berkeley 1981 — 1985
BS, Finance & Real Estate
MassMutual Financial Group October 2008 - Present
Skills
Investment Properties, Investors, Mortgage Lending, First Time Home Buyers, Insurance, Life Insurance, Brokerage, Investments, Financial Analysis, Strategic Planning, Negotiation, Real Estate Transactions, Small Business, Marketing Strategy, Leadership
Education
University of Colorado Boulder 1999 — 2002
Bachelor of Arts (BA), Economics
MassMutual Financial Group April 2012 - Present
EDR3 LLC July 2001 - Present
Aetna August 2010 - April 2012
Travelers May 2010 - August 2010
American Tower November 2009 - May 2010
The Hanover Insurance Group July 2009 - October 2009
Phoenix Life Insurance Company May 2004 - March 2009
Mohegan Sun April 2003 - April 2004
MassMutual Financial Group November 2000 - August 2003
Royal and Sunalliace/Orion Captol/EBI Companies April 1998 - October 2000
Skills
Data Warehousing, Business Intelligence, Data Modeling, Enterprise Architecture, ETL, SDLC, Data Warehouse..., Systems Analysis, Data Integration, Cognos, Enterprise Software, Requirements Gathering, DB2, Requirements Analysis, Relational Databases, Business Requirements, Information Management, Solution Architecture, IT Strategy, Software Project..., SOA, Application Architecture, Project Management, Process Improvement, OLAP, Erwin, Agile Methodologies, Master Data Management, Business Process..., Technological Innovation, Resource Management, Dimensional Modeling, TOGAF, ACORD, Datastage, Data Governance, Database Design, Teradata, Metadata Management, Alteryx, Big Data, Analytics, Tableau
Education
Goverment Enginnering College, Thrissur
Bachelor of Science (BS), Electrical and Electronics Engineering
University of Calicut
Bachelor of Science (BS), Electrical & Electronics
ESPN May 2015 - Present
ESPN December 2012 - May 2015
ESPN March 2011 - December 2012
Golden State Warriors February 2010 - September 2010
MassMutual Financial Group July 2008 - March 2009
Skills
Ticket Sales, Sports Management, Sports Marketing, Microsoft Office, Broadcast, Video, Sports, Social Media, Facebook, Social Media Marketing, Social Networking, Editorial, Public Relations, Marketing
Education
University of California, Irvine 2005 — 2007
Bachelor’s Degree, Economics
Risk Management Advisors, Inc. January 2005 - Present
MassMutual Financial Group 2003 - 2004
Northwestern Mutual 2000 - 2002
Skills
Captives, Business Strategy, Marketing, Workers Compensation, Insurance, Estate Planning, Management, Life Insurance, Start-ups, Business Development, Small Business, Business Planning, Investments, Portfolio Management, Finance, Risk Management, Strategic Financial..., Executive Management, Financial Modeling, Due Diligence
Education
University of California, Riverside 1995 — 1999
Bachelor of Science (BS), Business Administration
MassMutual Financial Group October 2012 - Present
The Hartford September 2009 - October 2012
The Hartford May 2004 - September 2009
The Hartford June 1999 - May 2004
The Hartford 1997 - 1999
Skills
Annuities, Insurance, Problem Solving, Business Analysis, Strategic Planning, Team Leadership, Process Improvement, Vendor Management, B2B, EDI, Relationship Management, Series 6, Fixed Annuities, Project Management, Business Process..., SDLC, Management, Business Requirements
Education
University of Cincinnati 1988 — 1992
BA, Psychology
MassMutual Financial Group February 2012 - Present
New England Financial - A MetLife Company February 2009 - October 2010
Premier Capital Management October 2007 - February 2009
Amgen August 1986 - October 2007
Skills
Insurance
Education
University of California, Los Angeles 2001 — 2006
Designation in Personal Financial Planning, Personal Financial Planning Program
University of Illinois at Urbana-Champaign 1975 — 1979
B.S., Biology
GLC Business Services May 2015 - Present
Bryan M. Dower, CPA August 2014 - Present
MassMutual Financial Group December 2013 - January 2015
New York Life January 2009 - May 2014
Wellbridge January 2007 - August 2008
Holland & Hart LLP 2003 - 2006
White & Steele PC 1998 - 2003
Hart Asset Management Group, LLC 1993 - 1998
Wells Fargo 1991 - 1993
Skills
Risk Management, Retirement Planning, Investment Strategies, Investment Management, Wealth Management..., Securities, Finance, Investments, Financial Analysis, Insurance, Tax, Mutual Funds, Small Business, Strategic Financial..., Internal Audit, Due Diligence, Financial Services, Financial Planners, Estate Planning, CPA, 401k, Mergers & Acquisitions, Financial Modeling, Private Equity, Asset Management, Financial Advisory, Hedge Funds, SEC filings, Alternative Investments, Cash Management, Financial Reporting, Asset Allocation, US GAAP, Corporate Finance, Accounting, GAAP, Cash Flow, Financial Accounting, Internal Controls, Auditing, Portfolio Management, Revenue Recognition, Tax Accounting, Corporate Tax, Financial Statements, Tax Preparation, Tax Research, Employee Benefits, Credit, Executive Management
Education
University of Colorado Boulder - Leeds School of Business 1991 — 1991
Master of Business Administration (MBA), Accounting and Finance
University of Colorado Boulder - Leeds School of Business 1986 — 1990
Bachelor's Degree, Accounting and Finance
Town of Barnstable November 2013 - Present
MassMutual Financial Group March 2013 - Present
BK Real Estate January 2007 - Present
Alliance to Protect Nantucket Sound February 2007 - March 2013
Skills
Retirement Planning, Life Insurance, Term Life Insurance, Disability Insurance, Volunteer Management, Long Term Care Insurance, 401k Rollovers, Fixed Annuities, Variable Annuities, IRAs, Business Continuity..., College Education..., Estate Planning, Fundraising, Event Planning, Nonprofits, Public Speaking, Community Outreach, Event Management, Public Relations, Program Development, Social Media, Strategic Planning, Community Development, Research, Editing, Media Relations, Leadership Development, Political Campaigns, Public Policy, Press Releases, Newsletters, Real Estate, Insurance, Retirement, Securities, Financial Planning, Sales, Marketing, Customer Service, Management
Education
Barnstable High School 1988 — 1992
University of Central Florida
Bachelor's degree, Political Science and Government
State Farm May 2014 - January 2015
Simply Home Lending, Inc. July 2013 - November 2013
Boston Mutual Life Insurance Company November 2008 - June 2013
Chartwell Financial Group June 2008 - October 2008
MassMutual Financial Group December 2007 - June 2008
Simmons First National Bank April 2006 - June 2007
Education
University of Arkansas 2001 — 2005
B.S.B.A., Financial Management/Investments
Rathbun Sargent Insurance & Financial Services 2007 - Present
MassMutual Financial Group 1998 - 2008
Skills
Insurance, Long-term Care, Disability Insurance, Health Insurance, Health Savings Accounts, Employee Benefits, Small Business, Retirement, Fixed Annuities, Underwriting, Life Insurance, Estate Planning, Term Life Insurance, Financial Services
Education
University of California, Los Angeles
Bachelors of Science
ArcLight Cinemas, Decurion Management Company March 2015 - Present
Decurion Management Company November 2012 - Present
MassMutual Financial Group 2012 - 2012
Spencer Stuart 2011 - 2011
Jefferies & Company February 2007 - December 2008
Skills
Operations Management, Executive Management, Relationship Management, Leadership Development, Organizational..., Public Speaking, Organizational..., Systems Analysis, Emotional Intelligence, Cross-functional Team..., Conflict Resolution, Wellness Coaching, Time Management, Strategic Planning, systems, People Skills, Program Management, Personal Development, Performance Management, Employee Engagement, Collaborative Problem...
Education
Wesleyan University 1992 — 1996
B.A., Sociology
University of California, Los Angeles 2001 — 2002
M.A., Latin American Studies (History and Urban Planning)
Institute for Integrative Nutrition
Certified Holistic Health Counselor
MassMutual Financial Group October 2013 - Present
Travelers November 2011 - September 2013
The Hartford March 2006 - November 2011
The Hartford January 2002 - February 2006
The Hartford May 2000 - January 2002
Skills
Insurance, Claim, Litigation Management, Property & Casualty..., Claims Management, General Insurance, Microsoft Excel, Casualty, Professional Liability, Access, Workers Compensation, Commercial Insurance, Claim Investigation, Commercial Lines, Internal Audit, Claims Handling, Compliance, VBA, SQL, Series 7, Series 24, Series 52, Series 53
Education
University of Connecticut 1993 — 1999
BS, Biology
University of Connecticut
MassMutual Financial Group July 2011 - July 2012
MassMutual August 2005 - July 2011
Skills
Vendor Management, Business Analysis, Insurance, Business Requirements, Requirements Gathering, SDLC, SQL, Resource Management, Data Warehousing, User Acceptance Testing, Visio, Requirements Analysis, SharePoint, Data Modeling, Process Improvement
Education
Computer Processing Institute
Certificate, Basic Computer Skills
University of Connecticut
BA, Psychology
Travelers September 2012 - Present
MassMutual Financial Group August 2009 - September 2012
Travelers May 2007 - May 2009
Skills
Customer Satisfaction, Insurance, Risk Management, Underwriting, Microsoft Excel
Education
University of Connecticut 2006 — 2009
Bachelor of Science, Marketing with a Certificate in Professional Selling and Finance concentration
Towers Watson December 2010 - Present
CIGNA Healthcare 2007 - 2010
Great-West Healthcare 2003 - 2007
Deloitte 1999 - 2002
MassMutual Financial Group 1986 - 1992
Skills
Employee Benefits, New Business Development, Health Care Reform, Health Insurance, CRM, Managed Care, Disability Insurance, Process Improvement, Strategic Planning, Sales, Management, Executive Pay, Insurance, Talent Management, Medicare, Health Savings Accounts, Consulting, Leadership, Healthcare, Benefits Administration, Executive Management, Healthcare Consulting, Health Policy, ERISA, Defined Benefit, Organizational Design
Education
U. C. Berkeley 1982 — 1986
BA, English
University of California, Berkeley 1982 — 1986
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
MassMutual Financial Group July 2012 - Present
Land and Sea Specialty Meats April 2011 - September 2011
Catholic Charities of Los Angeles December 2009 - August 2010
Nor Cal Beverage August 2008 - August 2009
Skills
Strong organizational..., Highly adaptable to..., Fluent in Spanish..., Maintained 3.0 GPA..., Dedication to work, Highly Dedicated, Event Driven, Multi Tasking, Public Speaking, Spanish
Education
University of California, Davis 2007 — 2012
Bachelor of Arts (B.A.), Communication, General, Spanish Language and Literature
Mass Mutual - Greater Los Angeles July 1998 - Present
MassMutual Financial Group July 1998 - Present
Skills
Fixed Annuities, Disability Insurance, Life Insurance, Long Term Care Insurance, Term Life Insurance, Series 6, Long-term Care, Whole Life, IRAs, Insurance, Securities, Retirement Planning, Retirement, Universal Life, 401k, Estate Planning, Wealth Accumulation
Education
UCLA
Bachelors
MassMutual Financial Group October 2009 - Present
Mass Mutual October 2009 - June 2011
Morgan Stanley 2006 - 2008
Nichols Research Corporation 1991 - 1996
Skills
Estate Planning, Wealth
Education
University of California, Los Angeles 1979 — 1983
BA, English
NYU, Western Washington University
Ameriprise Financial Services, Inc. June 2015 - Present
National Planning Corporation (NPC) October 2008 - May 2014
National Planning Corporation (NPC) April 2008 - May 2014
MassMutual Financial Group March 2004 - April 2008
Lincoln Financial Advisors November 2000 - March 2004
Chevron August 1988 - May 2000
Skills
Fixed Annuities, Retirement Planning, Investment Advisory, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Series 7, Estate Planning, Uniform Combined State..., Disability Insurance, Series 63, Financial Planners, Investments, Long-term Care, Insurance, Life Insurance, Series 24, Presentation Coaching, Member of Toastmasters, Budget, Certified Financial..., Small Business, Proofreading, Account Reconciliation, Spreadsheets, Financial Accounting, Financial Services, Budgets, Finance, Variable Annuities, Securities, Investment Management, Wealth, Series 65, Saving for Education, 401k, Financial Goals, Wealth Accumulation, Asset Management, Series 6, Long Term Care Insurance, Income Protection, Portfolio Management, IRAs, Investment Strategies, Personal Financial..., 529 Plans, Financial Advisory, FINRA
Education
UC Berkeley Extension 1995 — 1997
Certificate in Financial Planning, Financial Planning and Services
University of California, Berkeley - Walter A. Haas School of Business 1984 — 1988
BS, Business
Skywalk Kiteboarding LLC May 2005 - Present
MassMutual Financial Group September 2009 - June 2010
Skills
Management, Business Development, Marketing, Event Planning, Social Media, Strategic Planning, Microsoft Office, Social Media Marketing, Leadership, Public Relations
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.), International Relations and Affairs
MassMutual Financial Group February 2015 - Present
SusieCakes Bakeries February 2011 - November 2014
Slanted Door Restaurant March 2010 - February 2011
MFM Seafood LLC February 2008 - March 2010
Skills
Management, Staff Development, Staff Management, Employee Training, Leadership Development, Recruiting, Employee Relations, Pastry, Cake Decorating, Team Building, Team Leadership, Team Motivation, Event Planning, Customer Service, Leadership
Education
University of California, Santa Cruz 2003 — 2007
Bachelor of Arts (B.A.), Social Psychology
MassMutual Financial Group August 2012 - Present
Education
The University of Connecticut 2008 — 2012
Bachelor of Science, Actuarial Science, Psychology
CPP, Inc. September 2014 - Present
University of Florida Alumni Association June 2014 - Present
University of Florida Alumni Association - Southern California Gator Club July 2013 - June 2014
Ingram Micro April 2013 - February 2014
University of Florida Alumni Association - Southern California Gator Club July 2012 - July 2013
Project Management Institute - Orange County Chapter 2012 - January 2013
University of Florida Alumni Association - Southern California Gator Club July 2011 - July 2012
JAS Training, Coaching & Recruiting May 2012 - May 2012
MassMutual Financial Group January 2011 - May 2011
Convert/Digi-Net Technologies February 2010 - May 2010
Skills
Project Management, Software Project..., Leadership, Microsoft Office, Sales, MS Project, Microsoft Excel, Troubleshooting, Certified Associate in..., Teamwork, Project Coordination, Analytic Thinking, Project Planning, Problem Solving, Team-oriented, Public Speaking, Engaging Speaker, Cross-functional Team..., Certified Scrum Master..., Certified Project..., Business Process..., Process Improvement, Vendor Management
Education
University of California, Irvine 2011 — 2012
Project Management Certificate (Project Management Institute, Charter Member), Project Management
University of Florida 2003 — 2010
Bachelors of Computer Science, Engineering
Bruechert Insurance Agency, Inc May 1983 - Present
MassMutual Financial Group August 1963 - Present
Edison International August 1960 - August 1963
Education
UCLA
BA, Economics
MassMutual Financial Group September 2014 - Present
Music Saves Lives 2006 - 2011
Skills
Microsoft Word, PowerPoint, Customer Service, Outlook, Microsoft Office, Microsoft Excel, English, Windows, Research
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts (B.A.)
Arkansas Customs,LLC June 2013 - Present
Old Navy April 2011 - Present
MassMutual Financial Group August 2008 - July 2011
Victorias Secret Stores September 2006 - June 2008
Dillards June 2004 - August 2006
Silverbridge Truck and Auto Plaza December 1997 - April 2004
Skills
Training, Event Planning, Succession Planning, Recruiting, Store Management, Customer Service, Visual Merchandising
Education
University of Arkansas 2001 — 2004
Marketing, Business
MassMutual Financial Group January 2014 - Present
Charleston's Restaurant June 2013 - December 2013
Boys and Girls Club of Arizona May 2012 - December 2013
Medicis June 2011 - August 2011
VInteriors May 2010 - August 2010
Applied Telecom March 2009 - October 2009
Skills
Microsoft Excel, PowerPoint, Photoshop, Analysis, Windows & Mac operating..., Website Development, Website Management, Microsoft Word, Microsoft Office, Series 7, Series 24
Education
University of Arizona, Eller College of Management 2008 — 2012
BSBA, Finance, General
New Horizons Computer Learning Centers October 2011 - Present
MassMutual Financial Group January 2011 - October 2011
Skills
Account Management, Banking, Enterprise Software
Education
University of Cincinnati 2008 — 2011
Bachelor's degree, Accounting
Provident Funding Associates L.P. June 2009 - Present
Global Premier Development, Inc. May 2008 - June 2009
AM-Touch Dental February 2008 - May 2008
MassMutual Financial Group April 2007 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Microsoft Exchange, Windows, Apple, QuickBooks, SSPS, Eviews, Desktop Underwriter, Loan Prospector, Loan Origination, Mortgage Underwriting, Underwriting, Financial Analysis, Data Analysis, Analytics, Credit Analysis, Credit Risk, Credit Scoring, Credit Derivatives, Mortgage Lending
Education
University of California, Irvine 2005 — 2009
Bachelor of Arts (B.A.), Business/Managerial Economics
MassMutual Financial Group April 2012 - Present
Skills
Financial Analysis, Life Insurance, Health Insurance, General Insurance
Education
University of Central Arkansas 2008 — 2012
Insurance
Cabot High School 2006 — 2008
MassMutual Financial Group April 2015 - Present
AutoZone July 2014 - April 2015
Ruby Tuesday December 2013 - July 2014
Holler Hyundai May 2013 - November 2013
University of Central Florida January 2012 - May 2013
iKiwi Frozen Yogurt January 2010 - October 2012
Office Max May 2006 - May 2008
Education
University of Central Florida 2009 — 2015
Interdisciplinary Studies, Philosophy/ Education
Southwest Miami Senior High 2005 — 2009
High School Diploma
SouthMiami
GitHub March 2015 - Present
VisionQuest Biomedical November 2011 - December 2014
VisionQuest Biomedical August 2011 - November 2011
Excel Staffing November 2010 - August 2011
Westfield Gas & Electric March 2009 - September 2010
Environmental Services, Inc. August 2007 - October 2008
Johnson & Hill Staffing Services, Inc. April 2004 - August 2007
MassMutual Financial Group June 2002 - December 2003
Skills
Writing, Technical Writing, Grant Writing, Copy Editing, Clinical Research, Training, Training Documentation, Employee Training, Technical Support, SOP Development, Medical Devices, Databases
Education
University of Arizona 1996 — 1999
Bachelor's Degree, Anthropology