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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
AVP Caribe Scientific June 2015 - Present
Raúl A. Cruz Franqui May 2015 - Present
Cruz Enterprise, Inc. August 2013 - April 2015
MassMutual Financial Group August 2014 - January 2015
Municipal Revenue Collection Center (CRIM) May 2010 - June 2013
Cruz Enterprise, Inc. 2001 - 2010
ARPE 2000 - 2001
ARPE May 2000 - July 2000
Public Building Authority 1997 - 2000
Governor's Office 1996 - 1997
Skills
Management, Project Management, Leadership, Analysis, Project Planning, Strategic Planning, IT Management, Business Analysis, Budgets, Accounting, Team Leadership, Training, Business Strategy, Customer Service, Process Improvement, Information Technology, Business Intelligence, Virtualization, Vendor Management, IT Service Management, Business Process, Team Building, Program Management, System Administration, Business Process..., Oracle, New Business Development, POS, Outsourcing, PMP, POS Systems
Education
Sacred Heart University 2012 — 2015
IT Certification, IT General Courses
University of Phoenix 1997 — 1999
MBA, Business
University of Puerto Rico-Mayaguez 1981 — 1985
BBA, Business Administration and Management, General
MassMutual Financial Group July 2014 - Present
ING Life Insurance July 2008 - Present
State Farm Insurance July 1998 - July 2008
Skills
Customer Service, Analysis, Teamwork, Reinsurance, Foreign Travel, Foreign Nationals, Mentoring, Policy Changes,..., Quick Quotes, Financial Underwriting, Underwriting, Insurance, Risk Assessment, Financial Risk, Term Life Insurance, Training, Brokers, General Insurance, Universal Life, Disability Insurance, Claim, Claims Management, Employee Benefits, Retirement
Education
University of Northern Colorado 1983 — 1987
Bachelor of Arts, Business Administration and Management, Marketing
MassMutual Financial Group August 2015 - Present
Bottomline Technologies March 2013 - July 2015
Google October 2005 - February 2013
xMobileSolutions May 2005 - July 2011
talkFree September 2008 - January 2010
Pyxis Mobile July 2004 - September 2005
Zipcad July 2003 - April 2005
ArcStream Solutions May 2003 - July 2004
Kada Systems, Inc 2000 - 2003
Skills
C++, Mobile Applications, Software Development, Web Services, Enterprise Software, Java, XML, Agile Methodologies, Scrum, Mobile Devices, C#, Product Management, Software Engineering, Android, AJAX, Software Design, Wireless, Embedded Systems, Software Project..., Web Applications, Object Oriented Design, Agile Project Management, SaaS, Multithreading, OOP, JavaScript, Mobile Technology, Linux, Perl, Cloud Computing, Eclipse, Java Enterprise Edition, .NET, Distributed Systems, Python, Strategic Partnerships, Scalability, System Architecture, Shell Scripting, Oracle, Embedded Software, Architecture, ASP.NET, Subversion, Spring, SQL, Hibernate, Application Architecture, C
Education
University of North Carolina at Charlotte 1999 — 2000
MS, Computer Science
MassMutual Financial Group March 2014 - Present
MassMutual Financial Group May 2012 - March 2014
The Buckle July 2009 - January 2011
Skills
PowerPoint, Microsoft Word, Customer Service, Sales, Microsoft Office, Microsoft Excel, Public Speaking, Photoshop, C, Java, Research, Social Media, Windows, Teamwork, SQL, English, Retirement Plan..., Investments, Series 6, Series 63
Education
University of Phoenix-Memphis Campus 2012 — 2014
Master of Business Administration (MBA), 3.8
University of Southern Mississippi 2006 — 2011
Bachelor of Science, International Business
MassMutual Financial Group May 2013 - Present
Self Employed May 2002 - 2014
Arizona Heart Institute 2009 - 2013
Scottsdale Medical Imaging, LTD 2004 - 2009
American Kidney Stone Management Company 2000 - 2004
HealthSouth 1998 - 1999
Apollo College 1996 - 1998
Thomas-Davis Medical Centers 1993 - 1996
Mayo Clinic 1987 - 1993
WOLX Radio 1983 - 1985
Skills
Team Leadership, Training, Account Management, Long-term Care, Negotiation, Coaching, Management, New Business Development, Consulting, Illustrator, Small Business, Small Business Marketing, Life Insurance, Disability Insurance, Term Life Insurance, Asset Management, Investments, Higher Education, Medical Education, Successful Business..., Owner-managed businesses, Financial Analysis
Education
University of Phoenix 1996 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Western Wisconsin Technical College 1985 — 1987
Associate's degree, Radiologic Technology/Science - Radiographer
University of Wisconsin-Eau Claire 1983 — 1983
Pre-Medicine/Pre-Medical Studies
University of Wisconsin-Platteville 1982 — 1983
Pre-Medicine/Pre-Medical Studies
Sun Prairie Senior High - Sun Prairie, WI 1978 — 1982
MassMutual Financial Group February 2014 - Present
Dime Bank/Dime Investment Services July 2012 - September 2013
New York Life Insurance Company November 2008 - July 2012
The Allard Agency, Inc. January 1999 - April 2008
Skills
Financial Planning, Business Planning, Investments, Recruiting, Employee Benefits, Retirement Planning, Risk Management, Financial Analysis, Insurance, Fixed Annuities, Banking, Small Business, Strategic Planning, Retirement, Start-ups, Finance, Life Insurance, Strategic Financial..., Mutual Funds, Financial Services, Training, Wealth Management, Financial Advisory, IRAs, 401k
Education
University of New Haven 1984 — 1987
Marine Technology and shipbuilding
Thames Valley State Technical College 1982 — 1984
Engineering
Plainfield High School
Ingersoll Rand August 2014 - Present
Avery Dennison May 2013 - July 2014
TEKsystems January 2012 - May 2013
TEKsystems November 2007 - December 2011
MassMutual Financial Group June 2005 - October 2007
Vanguard April 2004 - June 2005
Skills
Technical Recruiting, Talent Acquisition, Recruiting, Sourcing, Staff Augmentation
Education
University of North Carolina at Charlotte 1999 — 2003
Bachelor's degree, Finance
BTG Management LLC May 2014 - April 2015
MassMutual Financial Group May 2013 - August 2013
Education
University of Northern Iowa 2010 — 2014
Bachelor's Degree, Industrial and Organizational Psychology and Minor in Marketing, Senior
MassMutual Financial Group July 2014 - Present
Morgan Stanley Wealth Management January 2014 - March 2014
AGUILAR & Co. November 2005 - October 2011
MassMutual Financial Group March 2007 - April 2010
Northwestern Mutual March 2005 - October 2009
Skills
Financial Modeling, Financial Analysis, Insurance, Asset Management, Wealth Management, Finance, Retirement Planning, Strategic Planning, Business Valuation, Investment Strategies, Sales Management, Analysis, Financial Services, Private Capital Markets, Retirement, Disability Insurance
Education
University of LaVerne 2013 — 2014
MBA, Finance
Stanford University Graduate School of Business 2011 — 2011
2011 Stanford University Pre-MBA Management Program, Finance & InfoSystems
University of Phoenix 2003 — 2006
Bachelor of Science, Business Administration and Management
MassMutual Financial Group May 2013 - Present
Hecht & Hecht Insurance Agency, Inc. March 2011 - May 2013
BEC Sydney Metro( Eastern Suburbs,Clearly Business & Greater Western Sydney September 2009 - March 2010
Sumner Financial Group 2009 - 2009
Skills
Customer Service, Invoice Processing, Customer Retention, Property & Casualty..., Insurance, System Administration, Program Management, Training, Networking, Account Management, Finance, Employee Benefits, Disability Insurance, Sales, Leadership, Team Building, Time Management, Retirement, Fixed Annuities, Management, Financial Services, Small Business, Marketing, Leadership Development, Mutual Funds, Life Insurance, Financial Analysis, Investment Advisory, Alternative Investments
Education
University of Oregon 2007 — 2010
Bachelor of Science (B.S.), Sociology & Business
Westview High School 2001 — 2005
CBS Radio August 2015 - Present
CBS Radio September 2014 - July 2015
Saint Aubyn Homes, LLC March 2013 - June 2014
Saint Aubyn Homes June 2012 - March 2013
Chase April 2007 - April 2008
MassMutual Financial Group April 2006 - October 2006
Ameriprise Financial Services, Inc. July 2005 - April 2006
Skills
Microsoft Excel, Microsoft Office, Mac, Windows 7, Accounting, Account Management, Accounts Payable, Sage Timberline Office, Personal Financial..., Cost Accounting, Construction Accounting
Education
University of Phoenix 2010 — 2011
Master of Science (M.S.), Accounting
Vassar College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Spencer Consulting Inc. July 2005 - Present
PM Realty Group 2002 - 2005
Citynet 2001 - 2002
Allied Riser Commuinications (ARC) 1999 - 2001
Prentiss Properties January 1997 - December 1998
Trammell Crow Company 1993 - 1997
MassMutual Financial Group 1987 - 1992
Sherwood Blount & Company 1984 - 1987
Hines 1984 - 1985
Skills
Corporate Real Estate..., Business Strategy, Corporate Training, Management Consulting, Property Management, Real Estate, Lease Negotiations, Corporate Real Estate, Due Diligence, Strategic Planning, Executive Coaching, Disposition, Consulting, Construction, Management, Leases, Real Estate Development, Strategy, Investments, Training, Contract Negotiation, Landlords, Real Estate Transactions, Outsourcing, Market Analysis, Leadership, Entrepreneurship, Selling, Business Development, Dispositions, Team Building, Mergers & Acquisitions, Small Business, Asset Management, Asset Managment, Valuation, Marketing Strategy, Private Equity, Location Intelligence, Start-ups, Real Estate Economics, Leadership Development, Budgets, New Business Development, Negotiation, Marketing, Public Speaking, Sales, Contract Management, Venture Capital
Education
University of North Texas 1980 — 1983
BA, Psychology
McLeod Software December 2013 - Present
Success EHS December 2012 - December 2013
Sprint Nextel October 2010 - December 2012
MassMutual Financial Group 2010 - 2010
Skills
Telecommunications, Sales Management, Quality Assurance, Management, Marketing, Communication Skills, Leadership, Process Improvement, Human Resources, Customer Service, Testing, Sales, Training, Team Leadership, Product Management, Software Documentation, SDLC, Requirements Analysis, SQL, Test Planning
Education
University of Mobile 2004 — 2006
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
University of South Alabama 2000 — 2001
MassMutual Financial Group March 2013 - Present
PANDORA A/S November 2009 - July 2013
Education
University of New Hampshire-Manchester 2009 — 2012
Bachelor of Science (BS), Psychology
Tri-Com Consulting Group October 2011 - Present
Cigna September 2011 - Present
MassMutual Financial Group 2007 - 2011
State of Connecticut December 2005 - July 2006
UnitedHealth Group July 2000 - December 2000
MotherNature.com October 1999 - January 2000
Cigna April 1999 - September 1999
Merrill Lynch September 1998 - March 1999
The Hartford September 1996 - August 1998
Fleet Bank June 1996 - August 1996
Skills
Risk Management, Windows Server, Vendor Management, SDLC, Visio, Management
Education
University of New Hampshire
BA, Music, Electrical Engineering
Ameritas Life November 2014 - Present
MassMutual Financial Group May 2014 - October 2014
MassMutual Financial Group 2008 - May 2014
MassMutual Financial Group 2001 - 2007
Reliable Life Insurance 1999 - 2001
Skills
Insurance, Process Improvement, Underwriting, Auditing, Internal Audit, Quality Assurance, Financial Reporting, Forensic Underwriting, Financial underwriting
Education
Western New England College School of Law 2003 — 2007
Doctor of Law (J.D.)
University of Missouri - St. Louis 1990 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
GP Agency March 2008 - Present
MassMutual Financial Group March 2008 - Present
Hill, Chesson, & Woody September 2002 - March 2008
Skills
Disability Insurance, Group Benefits, Estate Planning, Employee Benefits, Life Insurance, Long Term Care Insurance, Annuities, Fixed Annuities, Retirement Planning, Long-term Care, Retirement, Term Life Insurance
Education
University of North Carolina at Chapel Hill 1997 — 2001
MassMutual Financial Group June 2008 - Present
Skills
Technical Writing, SharePoint, HTML, Visio, Dreamweaver, XML, Databases
Education
University of Phoenix
Bachelor of Science, Information Technology
Prudential Financial June 2014 - Present
Prudential Financial October 2012 - June 2014
Prudential Financial March 2011 - October 2012
Prudential Financial February 2009 - March 2011
Prudential Financial December 2007 - February 2009
MassMutual Financial Group 2004 - 2007
Skills
Business Development, Strategy, Strategic Planning, Leadership, Project Management, Team Management, RFP
Education
Webster University 2002 — 2005
Master of Business Administration (M.B.A.)
Mount Olive College
Bachelor of Science (B.S.), Management & Organizational Development
North State Bank November 2014 - Present
MassMutual Financial Group June 2013 - November 2014
National Life Group June 2012 - July 2013
Woodlands Bank June 2008 - July 2009
First Citizens Bank June 1990 - June 2008
Skills
Licensed Boat Captain, Insurance Licenses, TWIC Card-US Government, Active Flying Lessons, Insurance, Retail Banking, Loans, Banking, Business Development, Commercial Banking, Small Business, Strategic Financial..., Investments, Finance, Certified Diver, Cpr Certified, Retirement, Portfolio Management, Financial Services, Analysis, Disability Insurance, Credit
Education
University of North Carolina at Wilmington 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
WebCE 2013 — 2014
Insurance
Bluff Cove Olive Oil LLC May 2014 - Present
MassMutual Financial Group November 2009 - Present
Guardian Life August 2010 - May 2014
Skills
Strategic Planning, Customer Service, Marketing, Marketing Strategy, Public Speaking, Event Planning, Sales
Education
University of Nevada-Reno 2000 — 2004
MassMutual Financial Group July 2015 - Present
Ameritas Life Insurance Corporation October 1995 - July 2015
Skills
Insurance, Public Speaking, Process Improvement, Retirement, Life Insurance, Fixed Annuities, Employee Benefits, Team Management, Leadership, Group Exercise..., Pensions, ERISA, Series 6, Retirement Planning, Mutual Funds, Health Insurance
Education
University of Nebraska-Lincoln 1987 — 1990
Bachelors, Actuarial Science
University of Nebraska at Omaha 1982 — 1986
Bachelors, Banking and Finance
Caldera Wealth Management Group September 2013 - Present
Mutual of Omaha Bank June 2010 - August 2013
MassMutual Financial Group June 2009 - June 2010
Bank of America June 1998 - April 2009
Skills
Wealth Management, Strategic Finance, Personal Finance, Investments, Retirement Planning, Leadership, Finance, Financial Services, Business Strategy, Portfolio Management, Investment Management, 401k, Employee Benefits, Investment Strategies, Investment Advisory, Securities, Asset Allocation, Mutual Funds, 529 Plans, Insurance, Executive Management, Management, Entrepreneurship, Small Business, Credit, Small Business Lending, Estate Planning, Budgets, Strategic Partnerships, Due Diligence, Series 7, Series 65, Series 63, Series 6
Education
University of Nevada-Las Vegas
College of Business, Finance
Advanced Technologies Academy 1995 — 1999
Banking & Finance
MassMutual Financial Group October 2013 - Present
MassMutual Financial Group November 2010 - September 2013
ADP November 2009 - November 2010
The Hartford November 2005 - November 2009
MFS Investment Management 2005 - 2007
CUNA Mutual Group August 1996 - November 2004
Skills
401k, Retirement Planning, Defined Contribution, Qualified Retirement..., Series 7, Retirement Plan..., Series 24, Public Speaking, Retirement, Mutual Funds, Series 63, Asset Allocation, Employee Benefits, Fixed Annuities, Wealth Management, Investments
Education
University of Northern Iowa 1992 — 1996
BS, Finance
World Union of Olympic Cities September 2013 - Present
MacLean Financial Group June 1990 - Present
Heritage Bank of Nevada October 1995 - Present
Reno Tahoe Winter Games Coalition August 2010 - Present
Water and Rails July 2004 - Present
University of Nevada Reno - College of Science November 2010 - Present
Black Rock Institute June 2010 - Present
Franktown Meadows 2007 - Present
MassMutual Financial Group 1990 - Present
Sage Ridge School 2001 - 2003
Skills
Financial Services, Employee Benefits, Insurance, Small Business Lending, Financial Planners, Investment Advisory, Series 7, Fixed Annuities, Life Insurance, Mutual Funds, Team Building, Small Business, Tax, Estate Planning, Financial Advisory, Investments, Networking, Retirement, Leadership, Marketing, Portfolio Management, Advertising, Commercial Lending, Strategic Planning, Event Planning, Marketing Strategy, Entrepreneurship, Succession Planning, Strategic Financial..., Securities, Public Speaking, New Business Development, Retirement Planning, Social Media, Licensing, Banking, Social Media Marketing, Social Networking, Facebook, Fundraising, Customer Service, Public Relations, Marketing Communications, Loans, Long-term Care, Email Marketing, Nonprofits, 401k, IRAs, Financial Analysis
Education
University of Nevada-Reno
BA
MassMutual Financial Group July 2013 - Present
Various Companies February 2007 - December 2012
MASTERCARD INTERNATIONAL January 2004 - June 2006
MASTERCARD INTERNATIONAL January 2001 - January 2004
NATIONAL CACHECARD COMPANY January 1995 - December 2000
MONSANTO/SEARLE January 1994 - December 1994
CODE INC January 1991 - January 1993
KTD COMPANY, LTD January 1988 - January 1991
Washington University School of Medicine January 1985 - January 1988
Skills
Business Analysis, Marketing, Project Management, Research, Start-ups, Management, Business Development, Training, Integration, Access, Life Insurance, Disability Insurance, Financial Analysis, Financial Services, Community Service, Strategy, Networking, Consulting, Sales, Analysis, Risk Management, Program Management, Management Consulting, Vendor Management, CRM, Process Improvement, Leadership, Business Intelligence, Business Process..., Business Planning, Cross-functional Team..., SDLC
Education
University of Missouri-Saint Louis
Masters of Science, Molecular Biology
Washington University in St. Louis
Bachelor of Arts, Biology and Asian Studies
MassMutual Financial Group October 2008 - Present
Skills
Retirement, Disability Insurance, Financial Services, Long Term Care Insurance, Finance, Fixed Annuities, Wealth Management, Sales, Long-term Care, Wealth, Portfolio Management, IRAs, Insurance, Retirement Planning, Term Life Insurance, Financial Advisory, Investments, 401k, Estate Planning, Employee Benefits, Life Insurance, Mutual Funds, Estate Tax Planning, Variable Annuities, Permanent Life Insurance, Asset Protection
Education
University of North Florida - College of Business Administration 2000 — 2005
Bachelors, Finance
Bank of Oklahoma November 2014 - Present
Bank of Oklahoma March 2012 - November 2014
Bank of Oklahoma November 2010 - March 2012
JPMorgan Chase December 2008 - November 2010
MassMutual Financial Group January 2007 - December 2008
Skills
Investments, Series 7, Securities, Strategic Financial..., Series 63, Series 6, Credit Analysis, Loans, Private Banking, Wealth Management
Education
University of Oklahoma 2004 — 2006
Bachelor of Arts (B.A.), Economics
RadiumOne June 2015 - Present
MassMutual Financial Group November 2013 - May 2015
Compete, Inc. June 2013 - November 2013
Compete, Inc. February 2012 - May 2013
Compete, Inc. February 2011 - January 2012
University of New Hampshire September 2004 - October 2010
Skills
Data Analysis, Data Mining, Statistics, Research, Microsoft Excel, Unix Shell Scripting, Analysis, Quantitative Analytics, Astrophysics, Physics, Numerical Analysis, Programming, Python, Simulations, Statistical Modeling, Monte Carlo Simulation, Mathematical Modeling, Solar Physics, Product Development, Search Engines, Matlab, Mathematica, R, C#, Excel, SQL, Logistic Regression, Machine Learning
Education
University of New Hampshire 2004 — 2010
Doctor of Philosophy, Physics
University of New Hampshire 2001 — 2010
Bachelor of Science, Physics
Nored Law November 2013 - Present
Wechsler Becker, LLP September 2008 - October 2013
Yakima and Kittitas Counties June 2005 - December 2007
Solo Law Practice September 2003 - June 2005
MassMutual Financial Group May 1994 - July 1999
Harob Kamerow 1998 - 1999
Harob Kamerow 1998 - 1999
Harob Kamerow 1998 - 1999
Skills
Mediation, Litigation, Family Law, Legal Writing, Legal Research, Civil Litigation, Pleadings, Alternative Dispute..., Hearings, Paternity, Trial Practice, Arbitration, Dispute Resolution, Document Drafting, Litigation Support, Juvenile Law
Education
University of Oregon School of Law 1999 — 2002
Juris Doctorate
Mount Holyoke College 1992 — 1994
Bachelor of Arts (BA), Religion/Religious Studies
Sharrard McGee & Co. P. A. June 2014 - Present
Sharrard McGee & Co. P. A. January 2014 - April 2014
Walgreens August 2007 - January 2014
MassMutual Financial Group May 2006 - June 2008
Skills
PowerPoint, Microsoft Excel, Tax, Tax Preparation, Corporate Tax, Auditing, Sales, Management, Leadership, Time Management, Research
Education
University of North Carolina at Greensboro 2013 — 2014
Master of Science (M.S.), Accounting
University of North Carolina at Greensboro 2010 — 2012
Bachelor of Science (B.S.), Accounting
University of North Carolina at Greensboro 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Cigna November 2014 - Present
Wentworth Douglass Hospital 2013 - 2013
Wentworth Douglass Hospital 2013 - 2013
MassMutual Financial Group June 2010 - 2013
Skills
Insurance, Customer Service, Time Management, Healthcare Management, Leadership, Data Analysis, Financial Analysis, Presentations, Social Networking, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Interpersonal Skills, Marketing Strategy, Collections, Client Intake, Investments, Negotiation, Communication
Education
University of New Hampshire 2010 — 2014
Health Management and Policy
MassMutual Financial Group October 2013 - Present
State Farm Insurance August 2008 - Present
State Farm January 2005 - August 2008
Nationwide Insurance May 2004 - January 2005
Skills
Insurance, Property Damage, Sales, Account Management, Leadership, Influence, Coaching, Process Improvement, Strategic Partnerships, Marketing Strategy, Claim, Marketing, Umbrella Insurance, Homeowners
Education
University of Nebraska-Lincoln 2000 — 2005
Bachelor of Science, Business Administration and Management, General
UnitedHealthcare April 2013 - Present
Youreasyworkout.com March 2013 - Present
MassMutual Financial Group June 2012 - October 2012
Bankers Life and Casualty March 2011 - June 2012
Chrysler Financial September 2008 - September 2009
Skills
Fixed Annuities, Life Insurance, Long-term Care, Medicare, Insurance, Term Life Insurance, Disability Insurance, Health Insurance, General Insurance, Whole Life, Brokers, Retirement, Universal Life, Retirement Planning, Long Term Care Insurance
Education
University of Phoenix 2010 — 2012
Bachelor's degree, Information Technology
Parkway North High Schhol 1997 — 2001
General Education, Regular/General High School/Secondary Diploma Program
MassMutual Financial Group January 2014 - Present
MassMutual Financial Group November 2012 - January 2014
The Guardian Life Insurance Company of America (Guardian), New York, NY December 2010 - November 2012
MetLife December 2008 - December 2010
The Principal Financial Group April 2007 - December 2008
Northwestern Mutual Financial Network August 2002 - April 2007
Harris Teeter July 1994 - March 2001
Skills
Financial Advisor..., Financial Services, Business Planning, Sales Recruitment, Life Insurance, Disability Insurance, Succession Planning, Executive Bonus, Key Person Insurance, Investment Strategies, Retirement Planning, Estate Planning, Employee Benefits, Investment Management, Business Transition..., Leadership, Small Business, Recruiting, 401k, Fixed Annuities, Long Term Care Insurance, Health Insurance, Training, Talent Acquisition, Term Life Insurance, Strategic Financial..., Executive Pay, Long-term Care, IRAs, Insurance
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Psychology
Charlotte Country Day School
MassMutual Financial Group September 2012 - Present
Admerasia April 2012 - September 2012
Admerasia December 2006 - May 2012
Ogilvy & Mather 2004 - 2008
Ogilvy & Mather Mumbai 2004 - 2008
Y&R Brands June 2005 - June 2006
Skills
Advertising, Online Marketing, Integrated Marketing, Social Media Marketing, Marketing Strategy, Retail, Account Management, Thought Leadership, P&L management, New Venture Development, CRM, Digital Strategy, Leadership, Marketing, Online Advertising, P
Education
OLRS
BA
University of Mumbai
Bachelor of Arts (B.A.), World History
JUICE Pharma Worldwide 2007 - Present
MassMutual Financial Group February 2006 - October 2007
MassMutual Financial Group January 1999 - February 2006
Spencer Stuart 1997 - 1999
National Media 1992 - 1997
Skills
Microsoft Office, Leadership, Advertising, Project Planning, Management, Project Management, Marketing Communications, Administrative..., Human Resources, Market Research, Marketing, Social Media, Research
Education
Katharine Gibbs School 1987 — 1988
University of Phoenix
MassMutual Financial Group February 2012 - Present
Education
UNLV
MassMutual Financial Group August 2014 - Present
Merrill Lynch March 2013 - July 2014
Stillwater National Bank November 2000 - March 2013
Education
University of Oklahoma 1998 — 2002
Bachelors of Business Admin, Marketing & Management
Yukon High School 1994 — 1998
MassMutual Financial Group December 2011 - Present
Yardhouse August 2011 - Present
Education
University of Nevada-Reno 2008 — 2010
Business
Granite Bay High School 2004 — 2008
Pinnacle Entertainment June 2015 - Present
MassMutual Financial Group May 2015 - June 2015
Robb Rowley M.D. May 2013 - August 2013
Golden Spoon Frozen Yogurt April 2010 - July 2012
Skills
Asset Management, Risk Management, Investment Strategies, Microsoft Excel, Sales, Leadership, Social Media, Intercultural..., Team Leadership, Business Economics, Macroeconomics, Strategic Leadership
Education
University of Nevada-Reno 2012 — 2016
Bachelor of Science (BS), Finance, General
University of Nevada-Reno 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Fox 5 Local Las Vegas July 2014 - Present
MassMutual Financial Group July 2014 - Present
Cracked Egg November 2006 - August 2014
Skills
Creative Writing, Broadcast, Journalism, Television, News Writing, Final Cut Pro, Video Production, Writing, Video Editing, Public Speaking, Social Media
Education
University of Nevada-Las Vegas 2012 — 2014
Bachelor's Degree, Broadcast Journalism
ConAgra Foods April 2015 - Present
ConAgra Foods January 2014 - April 2015
ConAgra Foods February 2011 - January 2014
MassMutual Financial Group May 2008 - February 2010
Lazlo's Brewery & Grill June 2001 - November 2008
University of Nebraska at Omaha May 2005 - May 2008
Midland Lutheran College August 2001 - May 2002
Skills
Management, SAP R/3, SAP ERP, SAP Security..., Solarc Right Angle, SharePoint, Business Analysis, Customer Service, Business Process, Leadership, SAP, Access, Sales, Analysis, Process Improvement, ERP, Microsoft Office, Requirements Analysis, Team Leadership, Public Speaking, Cross-functional Team..., Vendor Management, Project Management, Change Management, Visio
Education
University of Nebraska at Omaha 2005 — 2008
General Studies, Marketing
MassMutual Financial Group March 2008 - Present
HSBC September 2006 - February 2008
Skills
Disability Insurance, Fixed Annuities
Education
University of New Hampshire 2002 — 2006
Bachelor's, Business Administration; Marketing
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
MassMutual Financial Group March 2013 - Present
Covenant Community Church July 2006 - Present
New York Life Insurance Company March 2012 - March 2013
U.S. Air Force July 2001 - June 2006
Skills
Microsoft Office, Teamwork, Sales, Leadership, People-oriented, Hospitality, Reliability, Fixed Annuities, Life Insurance, Risk Management, Insurance, Employee Benefits, Finance, Access, Retirement, Disability Insurance, Analysis, Recruiting, Long Term Care Insurance, Customer Satisfaction, Team Building, Health Insurance, Call Centers, Business, Term Life Insurance, Time Management, Training, Accounting, Long-term Care
Education
University of Phoenix 2006 — 2011
MBA
MassMutual Financial Group April 2014 - September 2014
Valassis January 2007 - October 2013
Valassis October 2005 - January 2007
Valassis June 2003 - October 2005
Cynthia A. Baker 1996 - 2003
Dale Carnegie June 1990 - February 1996
Corning Inc February 1988 - April 1990
The Pillsbury Company June 1984 - January 1988
Skills
Direct Marketing, Integrated Marketing, Database Marketing, Multi-channel Marketing, Change Management, Direct Mail, Marketing Strategy, Customer Acquisition, Sales Operations, Lead Generation, Advertising, Sales, Media Planning, Social Media Marketing, Product Marketing, Management Consulting, Segmentation, Email Marketing, Online Advertising, Online Marketing, Media Buying, Interactive Marketing, Marketing, Training, New Business Development, Marketing Research, Mobile Marketing, Marketing Communications, Digital Marketing, Brand Development, Customer Insight, B2B, Strategic Thinking, CRM, Analytics, Loyalty Marketing, Salesforce.com, Marketing Management, Digital Strategy, Digital Media, Strategy, Competitive Analysis, Strategic Partnerships, Account Management, Market Research, Market Planning, Collaborative Problem..., B2B Marketing, Relationship Marketing, Brand Management
Education
University of Pennsylvania - The Wharton School
MBA, Marketing
Westminster College (PA)
BA, Economics, magna cum laude
Prosci Change Management 2010 — 2010
Change Management Certification
Dale Carnegie Training
Licensed Trainer, Effective Communications, Leadership, Human Relations, Customer Service, Executive Image
Partners in Leadership, Inc 2009 — 2010
Accountability Training
Infinity Financial Partners January 2011 - Present
MassMutual Financial Group March 2009 - January 2011
Skills
Investments, Financial Services, Financial Advisory, Retirement Planning, Strategic Financial..., Mutual Funds, Wealth Management, Investment Advisory, Fixed Annuities, Estate Planning, Financial Planners, 401k, Life Insurance, Disability Insurance, Portfolio Management, Asset Management
Education
University of North Carolina at Wilmington
BS, Biology/Chemistry
Acacia Financial Croup February 2007 - Present
MassMutual Financial Group January 2006 - January 2007
GNC February 2003 - February 2004
Skills
Decisiveness, Organizational..., Customer Relations
Education
University of New Orleans 2000 — 2005
Bachelor of Science, Finance
Holy Cross High School 1995 — 2000
General Diploma, College Prep
MassMutual Financial Group September 2005 - Present
Legend Equities March 2004 - August 2005
New England Financial June 2002 - February 2004
Skills
Series 6, Series 63, Insurance, Mutual Funds, Fixed Annuities, Financial Services, Life Insurance, 401k, Relationship Management, Variable Annuities, 457 Plans, 403 b, Small Group..., Asset Allocation, Sales, Retirement, Retirement Planning, 529 Plans, FINRA, Financial Planners, IRAs
Education
University of Oregon 1999 — 2001
Bachelors, Business Management and Marketing
anthony petit photography 2013 - Present
MassMutual Financial Group January 2010 - August 2010
Duck Tape Software February 2009 - September 2009
ProMatch January 2008 - 2009
Wind River 2006 - 2008
RV SAT-Link 2005 - 2006
Personal Geeks 2003 - 2005
MCC Sysems 2003 - 2004
Wind River 1998 - January 2003
Cisco Systems 1995 - 1998
Skills
Training, SaaS, Product Management, Testing, Management, Operating Systems, Software Development, Program Management, Enterprise Software, Start-ups, Linux, Project Planning, Mobile Devices, Embedded Software, Cloud Computing, RTOS, Networking, Telecommunications, Sales, Sales Operations
Education
University of New Orleans 1976 — 1985
BS
Diocese of Springfield 2015 - Present
The Hartford 2011 - 2013
MassMutual Financial Group 1990 - 2010
The Phoenix Companies 1982 - 1990
Dry Dock Savings Bank 1978 - 1980
Skills
Investments, Mutual Funds, Due Diligence, Financial Risk, Analysis, Strategy, Investment Management, Competitive Analysis, Fixed Income, Risk Management, Financial Services, Equities, Retirement Planning, Asset Allocation, Financial Reporting, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
Yale University 1974 — 1978
BA, History
Swecker & Moir, LLC November 2014 - Present
MassMutual Financial Group September 2013 - May 2014
Skills
Customer Service, Financial Reporting, Risk Management, Microsoft Office, Microsoft Word, Microsoft Excel, Financial Modeling, Financial Analysis, Accounting, C++, Data Analysis, Budgets, QuickBooks, Business Planning, Leadership, Financial Planning
Education
University of Nevada-Las Vegas 2009 — 2013
MassMutual Financial Group January 2014 - Present
Vision Media Management January 2015 - Present
JMTH, LLC October 2011 - June 2012
Prince William Family Services/Virginia Support Services May 2011 - June 2012
Chesapeake Regional Medical Center 2009 - 2011
Berger-Goldrich Home at Beth Sholom Village March 2002 - March 2008
Bayside Healthcare and Rehabilitation Center July 2001 - March 2002
Virginia Premier Healthcare, Tidewater Office August 1998 - May 2000
Virginia Beach Healthcare & Rehabilitation Center December 1997 - August 1998
Sentara Healthcare & Rehabilitation Center August 1997 - December 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, English, Windows, Teaching, HTML, Budgets, Marketing, Coaching, Leadership, Government, Long term care, Intellectual..., Tricare, Managed Care, Psychosocial Assessments, Operations Management, Career Management, Alzheimer's Care, Mental Health Counseling, Human Rights, Healthcare Management, Long-term Care, TRICARE, Psychosocial
Education
University of Phoenix 2006 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General
Norfolk State University 1993 — 1996
Bachelor's degree, Social Work
Virginia Union University 1991 — 1993
Social Work
Green Run High 1988 — 1991
Green Run High
Green Run High School
Green Run High School
GNC February 2012 - Present
MassMutual Financial Group April 2010 - January 2012
GNC 2012 - 2012
Skills
Management, Sales Management, Customer Service, Office Administration, Higher Education, Financial Analysis, Real Estate, Exercise Physiology
Education
UNC Chapel Hill 1992 — 1995
Master of Arts (M.A.), Sports and Exercise
NC State University 1986 — 1991
Bachelor of Arts (B.A.), Psychology
Travelers September 2014 - Present
MassMutual Financial Group March 2006 - September 2014
CIGNA April 2000 - November 2006
Prudential Healthcare April 1995 - March 2000
Skills
SDLC, Process Improvement, PMP, Change Management, Certified SAFe Agilist, Certified Scrum Master..., Scalable Agile Framework, Release Train Engineer, Project Management, Chief Scrum Master, Readiness, Team Leadership, Strategic Planning, Public Speaking, Business Analysis, Process Management, Mentoring, Leading Development..., Creative Strategy, Web Projects, Risk Management, Vendor Management Skills, E-commerce, E-business, Facilitators, Coaching, Project Coaching, Agile Methodolgy, Project Portfolio...
Education
University of Phoenix 2003 — 2006
Bachelor of Science (B.S.), Information Technology
MassMutual Financial Group March 2014 - Present
Prudential Financial November 2012 - March 2014
ING US Life Underwriting April 2011 - October 2012
Volunteer Work January 2008 - October 2012
Veterans Administration September 2010 - April 2011
Hooper Holmes July 2010 - September 2010
Hooper Holmes May 2006 - November 2009
State Farm Insurance February 2004 - May 2006
STATE FARM INSURANCE COMPANIES August 1999 - February 2004
The WordSchmidt 1993 - 1999
Skills
Insurance, Underwriting, Customer Service, Coaching, Microsoft Office, Training, Teaching, Marketing, Risk Assessment, Public Relations, Consulting, Business Writing, Medical Records, Desktop Publishing, Publicity, Health Insurance, Leadership, Life Insurance, Reinsurance, Budgets, Term Life Insurance, Financial Risk, Risk Management, Management, Sales
Education
University of Nebraska-Lincoln 1982 — 1984
Master of Arts and Bachelor of Arts, Journalism
INSURANCE EDUCATION
FLMI, HIAA, ACS
KEARNEY STATE COLLEGE
MassMutual Financial Group July 2013 - Present
Hobby Lobby Stores, Inc October 2009 - October 2012
Sonic Corp March 2007 - October 2009
Skills
Cash Management, Treasury Management, Banking, Forecasting, Financial Audits, Credit, Financial Analysis, Budgets, Analysis, Account Reconciliation, Management, Cash Flow Forecasting, Payments, Risk Management, Internal Controls, Strategic Financial..., Cash Flow, Corporate Treasury, Accounts Receivable, Corporate Finance, Customer Service, Treasury, Life Insurance, Disability Insurance, Long Term Care Insurance, Strategy, Reconciliation, Liquidity Management, FX, Negotiation, Equities, Money Market, Capital Markets, Working Capital..., Debt, Funding, FX Options, International Finance, Letters Of Credit, Trade Finance, Finance, Employee Benefits
Education
University of Oklahoma 2000 — 2005
B.B.A, Finance
Filly Star LLC June 2009 - Present
MassMutual Financial Group February 2007 - Present
Vnexpress LLC May 2006 - Present
New York Life Insurance Company January 2005 - December 2006
Education
University of Oklahoma 2002 — 2004
Master, Human Relations
University of Oklahoma 1999 — 2002
BBA, Finance
MassMutual Financial Group 2014 - Present
Skills
Program Management, Capital Markets, Governance, IT Strategy, SDLC, Business Analysis, PMP, Banking, Vendor Management, Integration, Leadership, Business Process, Outsourcing, PMO, Project Management, Enterprise Architecture, CRM, Cross-functional Team...
Education
University of Mumbai 1994 — 1996
MBA
ICFAI 1993 — 1996
CFA
APTECH Institute 1991 — 1993
HDSE
Kansas City Life Insurance Company December 2013 - Present
New York Life Insurance Company 2007 - 2012
Columbus Life Insurance Company 2002 - 2007
Prudential Financial 2000 - 2002
Nationwide Insurance 1991 - 2000
MassMutual Financial Group 1989 - 1991
National Life Group 1988 - 1989
Ameritas 1985 - 1988
Nelson & Harding 1984 - 1985
Skills
Fixed Annuities, Life Insurance, Estate Planning, Disability Insurance, Strategic Financial..., Public Speaking, Long-term Care, Retirement Plan..., Consultative / Solution..., Universal Life, Estate Tax Planning, Financial Advisory, Insurance, Retirement Planning, Wealth Preservation..., Business Continuity..., Published Author, Training Delivery, Client Counseling, Writing, Instructor-led Training, Marketing Material..., Written & Oral..., Seminars, Licensed Life & Health..., Executive Benefit..., Business Tax Planning, Compliance, Communication, Variable Life, Variable Annuities, Marketing Communications, FINRA, Irrevocable Life..., Group Training, Study Groups, Voice Over, Case Studies, Chartered Financial...
Education
University of Nebraska College of Law 1981 — 1984
JD, Law
University of Nebraska-Lincoln
Bachelor's degree, English/Language Arts Teacher Education
Aon Hewitt March 2008 - Present
MassMutual Financial Group May 1996 - March 2008
University of California, Office of the President June 1995 - May 1996
A.G. Edwards & Sons, Inc. May 1992 - May 1995
Skills
Employee Benefits, 401k, Retirement, Team Building, Series 7
Education
University of San Francisco 1994 — 1996
Master of Arts, Sports & Fitness Management
University of Nevada-Reno 1987 — 1992
Bachelor of Science, Finance
G4S January 2012 - Present
U.S. Army January 2006 - September 2007
U.S. Army August 2004 - December 2005
U.S. Army August 2003 - August 2004
U.S. Army 2002 - 2003
Tickets.com.HK September 2001 - March 2002
Insure.com January 2001 - March 2001
Computer Sciences Corp May 2000 - December 2000
MassMutual Financial Group September 1997 - May 2000
Skills
Army, Leadership, Training, Security Clearance, Military, DoD, SQL, Project Planning, Microsoft SQL Server, Databases, Analysis, Military Operations, Military Experience, Command, Operational Planning, First Aid, Cpr Certified, AED
Education
Detroit Baptist Theological Seminary 2007 — 2011
M.Div., Pastoral
University of Notre Dame 1993 — 1997
B.B.A., Management Information Systems
ISO New England August 2011 - Present
MassMutual Financial Group June 2006 - May 2011
MassMutual Financial Group September 2002 - June 2006
Tobin Systems September 2000 - May 2002
QYC Services Inc May 1999 - July 2001
Meade-Westvaco August 1999 - September 2000
Springfield Institute for Savings May 1998 - August 1999
MassMutual Financial Group February 1996 - May 1998
Technical Support Services Inc.: Hartford, CT February 1995 - January 1996
Alltel Systematics October 1993 - February 1995
Skills
VMware, Disaster Recovery, Remote Access, Automation, VMware ESX, Windows Server, ImageX, Powershell, Servers, Performance Management, Technical Support, Scripting, Microsoft Exchange, VPN, Vendor Management, Group Policy, Data Center, System Administration, Windows, Troubleshooting, HP, Hardware, Networking, Switches, Testing, Visio, Routers, SharePoint, Active Directory, XP, Software Installation, Infrastructure, Databases, Network Design, VBScript, DNS, System Deployment, Virtualization, Blackberry Enterprise..., IIS, Software Documentation, Firewalls, ITIL, Citrix, Network Security, Operating Systems, WINS, Security, IT Management, Network Administration
Education
Western International University 2005 — 2007
Associates, Accounting, 3.6 gpa
Porter and chester university 1992 — 1993
Electronics, Electronics
Drury Senior High School 1980 — 1984
Diploma
Mass. Mutual January 2013 - Present
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
MFS Investment Management May 1995 - February 2008
Skills
401k, ERISA, Pensions, Retirement, Defined Benefit, Mutual Funds, Defined Contribution, Series 6, Insurance, Series 63, Employee Benefits, Investments, Retirement Planning, Financial Services
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (B.S.), Business Administration
MassMutual Financial Group April 2015 - Present
Sutherland Asbill & Brennan LLP February 2013 - March 2015
Baker & McKenzie January 2010 - January 2013
Philadelphia Volunteer Lawyers for the Arts September 2009 - January 2010
Baker & McKenzie May 2008 - August 2008
School District of Philadelphia July 2007 - August 2007
Philadelphia District Attorney's Office May 2007 - June 2007
Skills
Litigation, Dispute Resolution, Tax, Legal Issues, Appeals, Tax Law, Legal Advice, Due Diligence, Restructuring, Mergers & Acquisitions
Education
Washington and Lee University School of Law 2006 — 2009
J.D., Law
University of Pennsylvania 2001 — 2005
B.A., English
MetLife January 2015 - Present
MassMutual Financial Group November 2010 - December 2014
MassMutual Financial Group May 2008 - November 2010
Dick's Sporting Goods August 2007 - May 2008
Best Buy May 2006 - August 2007
Dunkin Donuts November 2003 - May 2006
Hampden County Corrections May 2005 - November 2005
Skills
Customer Service, Insurance, Call Center, Word, Problem Solving, Compliance, Research, Efficiency Improvement, Microsoft Word, Call Centers, Disability Insurance, Fixed Annuities, Life Insurance, Microsoft Excel, Outlook, Process Improvement, Risk Management, Social Networking, Team Leadership, Data Analysis, Human Resources
Education
University of Massachusetts 2006 — 2008
B.A, Political Science
University of New Haven 2004 — 2006
MassMutual Financial Group June 2014 - Present
MassMutual Financial Group June 2014 - Present
Northwestern Mutual July 2012 - June 2014
Northwestern Mutual July 2012 - June 2014
Schneider Electric January 2012 - April 2012
Green Park Global 2011 - 2011
Wells Fargo November 2008 - May 2010
Wells Fargo January 2008 - November 2008
Skills
Certified Microsoft..., Bilingual-Spanish, Public Speaking, Leadership Development, Sales, Analysis, Leadership, Business Planning, Business Strategy, Marketing Strategy, New Business Development, Social Media Marketing, Strategy, Customer Service, Finance, Investments, Risk Management, Financial Analysis, Financial Services, Insurance, Training, Strategic Planning, Budgets, Marketing, Retirement Planning, Consulting, Strategic Financial..., Microsoft Excel, Business Development, Series 63, Securities, Life Insurance, Management, Recruiting, Disability Insurance, Wealth Management, Event Planning, Account Management, PowerPoint, Microsoft Word, Coaching, Public Relations, Wealth Accumulation, Series 6, Microsoft Office, Selling, Lead Generation, Personal Financial..., 401k, Long-term Care
Education
University of Nevada-Las Vegas 2005 — 2011
Bachelors of Science-Finance, Finance
VoTech 2001 — 2005
Bookkeeper certification, Microsoft Office Specialist certification, Business/Office Automation/Technology/Data Entry
Prospera Financial Mossakowski & Nichols Wealth Management Accredited Fiduciary Advisors February 2013 - Present
MassMutual Financial Group March 2007 - February 2013
The Hartford August 2010 - August 2011
New York Life Insurance Company February 1985 - March 2007
Skills
Insurance, Estate Planning, Financial Advisory, Investment Advisory, Long Term Care, Financial Services, Life Insurance, Leadership, Long-term Care, Fixed Annuities, Strategic Financial..., Wealth Management, Recruiting, Sales Management, Finance, Wealth, Retirement Planning, Investments, Securities, Portfolio Management, Asset Allocation, Mutual Funds, IRAs, Employee Benefits, 401k, Financial Planners, Disability Insurance, Series 7, Equities, Uniform Combined State..., Investment Strategies, Wealth Accumulation, 401k Rollovers, Series 63, Series 6, Long Term Care Insurance, Retirement, Wealth Management..., Pensions, FINRA, Term Life Insurance, Variable Annuities, Personal Finance, Bonds, Alternative Investments, Asset Management, Personal Financial...
Education
University of North Texas 1976 — 1979
BA, Advertising and Marketing
Center for Retirement Research at Boston College January 2014 - Present
AIA July 2012 - July 2012
PwC August 2010 - August 2010
MassMutual Financial Group July 2008 - August 2008
Skills
Financial Modeling, Actuarial Science, ACCA, SOA, Chartered Financial..., Mathematical Modeling, Pensions, Programming, Accounting, Data Analysis, Insurance, Matlab, C++ Language, Financial Analysis, Finance, Risk Management, Economics, Employee Benefits, Portfolio Management, Financial Risk, Stata, VBA, SQL, Long-term Care, Long Term Care Insurance, Pension Funds, Investment Portfolio, Defined Benefit, Financial Reporting, Defined Contribution, Valuation, 401k, Retirement Benefits, Retirement Savings, Risk Analysis, Monte Carlo Simulation, Auditing, Structural Modeling, Dynamic Modeling, Statistics, Research
Education
University of Nebraska-Lincoln 2011 — 2013
Master of Science (MS), Actuarial Science
Xiamen University 2007 — 2011
Bachelor's degree, Accounting
Nevada Benefits Corp December 2011 - Present
Candidate for Nevada State Assembly District 7 March 2014 - November 2014
Assembly 7- Brent Leavitt March 2012 - November 2012
MassMutual Financial Group October 2010 - January 2012
RC Willey Home Furnishings March 2006 - January 2011
First National Processing May 2005 - February 2006
The Church of Jesus Christ of Latter-day Saints January 2003 - February 2005
Skills
Sales, Economics, Financial Planning, Group Benefits, Insurance, Long Term Care, Portfolio Management, Disability Insurance, Strategic Financial..., Long-term Care, Retirement, Public Speaking, Life Insurance, Employee Benefits, Investments, Financial Services, Business, Budgets, Long Term Care Insurance, Estate Planning, Small Business, Fixed Annuities, Leadership, 401k, Marketing, Finance, Mutual Funds, Term Life Insurance, Health Insurance, IRAs, Retirement Planning, Wealth Management, Whole Life, Wealth, Underwriting, Financial Advisory, Critical Illness, Financial Planners, Securities, Universal Life, Asset Allocation, Asset Management, Financial Analysis, Asset Protection, High Net Worth..., Customer Service, Team Building, Strategic Planning, Marketing Strategy
Education
University of Nevada-Reno 2005 — 2010
Bachelor of Science (BS), Economics
Rancho High School 1998 — 2002
Diploma, Aviation
MassMutual Financial Group May 2015 - Present
UNC-Wilmington Ice Hockey May 2014 - Present
Seaside Linens June 2014 - Present
Polar Ice House LLC June 2010 - Present
Skills
Leadership, Sports, Social Media, Typing, PowerPoint, Microsoft Excel, Marketing, Creative Writing, Microsoft Office, Customer Service, Operations Management, Budgets, Social Networking
Education
University of North Carolina at Wilmington 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General, Sophomore
University of North Carolina at Wilmington 2012 — 2016
Business Administration with a concentration in Finance , Business Administration
Wayne Hummer Investments, a Wintrust Wealth Management Company August 2015 - Present
Northwestern Mutual August 2000 - January 2015
MassMutual Financial Group June 1999 - July 2000
Education
University of Notre Dame 1995 — 1999
Finance
Fenwick High School 1991 — 1995
MassMutual Financial Group October 2005 - Present
Skills
Disability Insurance, Retirement Planning, Fixed Annuities, Securities, Investment Advisory, Financial Planners, Portfolio Management, Financial Services, Series 63, Marketing, Sales, Insurance, Long Term Care Insurance, Series 7, Recruiting, Variable Annuities, Team Building
Education
University of Nebraska-Lincoln 1983 — 1988
BSBA, Finance
Creighton Prep High School 1979 — 1983
MassMutual Financial Group September 2011 - Present
Skills
Marketing, Financial Services, Sales, Finance, Management, Strategic Planning, Retirement Planning, Team Building, Life Insurance, Business Development, Insurance, Business Strategy, Event Planning, Financial Analysis, Succession Planning, Retirement, Business Succession..., Banking, Small Business, Business Planning, Fixed Annuities
Education
University of Oklahoma 2001 — 2006
Bachelor of Business Administration (B.B.A.), Business and Personal/Financial Services Marketing Operations
MassMutual Financial Group October 2014 - Present
Northwestern Mutual June 2011 - September 2014
Office of Congressman Earl Blumenauer June 2008 - September 2008
Education
University of Oregon 2007 — 2009
Master’s Degree, Public Policy and Management
Western Oregon University 2003 — 2006
Bachelor of Science (B.S.), Sociology & Legal History
Lake Oswego High School 1997 — 2001
Pacific Life Insurance Company March 2012 - Present
Pacific Life Insurance Company June 2007 - February 2012
MassMutual Financial Group April 2004 - May 2007
JC Robinson Seeds April 2002 - March 2004
JC Robinson Seeds April 2000 - March 2004
JC Robinson Seeds August 1999 - March 2004
JC Robinson Seeds May 1998 - July 1999
JC Robinson Seeds August 1991 - July 1998
JC Robinson Seeds September 1988 - July 1991
Mid-America Council, Boy Scout of America August 1987 - August 1988
Skills
Product Training, Webinars
Education
University of Nebraska at Omaha 1981 — 1987
Bachelor of Science (B.S.), Economics, 3.63
Berkshire Hathaway Homestate Companies October 2012 - Present
Allstate Insurance 2009 - 2012
Allstate Financial 2009 - 2012
Allstate January 2007 - October 2009
Allstate January 2004 - December 2006
MassMutual Financial Group August 2001 - October 2004
Mutual of Omaha August 2000 - June 2001
State Farm Insurance May 1995 - May 1999
Skills
Property & Casualty..., Life Insurance, Fixed Annuities, Disability Insurance, Health Insurance, Long-term Care, Retirement, Retirement Planning, Financial Services, FINRA Series 6, 63, 7,..., Insurance, Term Life Insurance, Leadership, Training, Strategy, Sales, Marketing
Education
University of Nebraska-Lincoln 1990 — 1995
Bachelor's Degree, Marketing and Sales, 3.5
MassMutual Financial Group October 2006 - Present
Bank of Oklahoma 2002 - 2006
WorldCom 1999 - 2002
Skills
Retirement Planning, 401k, 403 b, 457 Plans, Pensions, Asset Allocation, Investments, Series 63, Series 6, Retirement Plan Review, Sales Presentations, Retention, Financial Advisory, Retirement Plan..., Relationship Management, Women and Investing, Corporate Training, Public Speaking
Education
University of Oklahoma
Bachelor of Arts (BA), Communication
University of Oklahoma
Master of Public Administration (MPA)
MassMutual Financial Group February 2014 - Present
Financial Partners Inc May 2012 - December 2013
The Hartford Insurance Group 2006 - 2011
ACS - Affiliated Computer Services Inc. 2005 - 2006
Hamilton Sundstrand 2004 - 2005
Skills
Business Analysis, Business Objects, SDLC, Business Intelligence, Requirements Gathering, User Acceptance Testing, Data Analysis, SQL, Software Project..., Business Process, Data Warehousing
Education
University of New Orleans 2002 — 2004
Master's degree, Electrical and Electronics Engineering
University of Mumbai 1997 — 2001
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Transamerica Retirement Solutions October 2014 - Present
MassMutual Financial Group May 2014 - September 2014
Transamerica Retirement Solutions December 2012 - May 2014
John Hancock Life Insurance Company (U.S.A.) April 2010 - August 2012
Wells Fargo April 2006 - September 2009
Principal Financial Group 2004 - 2006
SelectQuote January 2003 - 2004
Lincoln Financial Distributors 2001 - 2002
Charles Schwab 2000 - 2001
Morgan Stanley 1999 - 2000
Skills
401k, Investments, Insurance, Retirement Planning, Retirement, Leadership, Series 7, Mutual Funds, Employee Benefits, Strategy, Marketing, Lead Generation, Series 63, Securities, Strategic Planning, Management, Team Building, Long-term Care, Fixed Annuities, Financial Advisory, Finance, Negotiation, Competitive Analysis, Selling Skills, Business Development, Life Insurance, Health Insurance, CRM, Small Business, Social Influence, Relationship Management, Bilingual, Sales Management, Strategic Financial..., Sales, Budgets, Expense Management, Personal Financial..., FINRA, Defined Benefit, Financial Services, Portfolio Management, IRAs, Consulting, Asset Allocation, Wealth Management, 457 Plans, Financial Planning, Asset Management, Investment Advisory
Education
University of Pennsylvania 1992 — 1996
BA, Psychology
Winchester HS 1988 — 1992
Diploma, High School/Secondary Diplomas and Certificates
MassMutual Financial Group June 2010 - Present
Northwestern Mutual Financial Network February 2004 - June 2010
General Mills July 2002 - February 2004
Education
University of Notre Dame 1998 — 2002
University of Notre Dame - Mendoza College of Business 1998 — 2002
Marketing
Sage Products September 2013 - Present
Sage Products May 2010 - August 2013
Sage Products December 2004 - May 2010
MassMutual Financial Group July 2001 - November 2004
Clinton Community School District August 2000 - June 2001
Waterloo West High School August 1997 - November 1998
Skills
Medical Devices, Sales Force Development, Operating Room, Disposables, Market Development, Capital Equipment, Cardiology, Sales, Sales Management, Sales Operations, Product Launch, Surgeons, Cold Calling, Selling Skills
Education
University of Northern Iowa 1995 — 2000
BA, Education, Sociology, American Government, U.S. History
MassMutual Financial Group April 2014 - Present
Northwestern Mutual January 2006 - April 2014
Northwestern Mutual September 2010 - January 2012
Northwestern Mutual April 2008 - September 2010
Skills
Investments, Financial Analysis, Insurance, Strategic Financial..., Mutual Funds, Finance, Retirement Planning, College Savings Plans, Tax Free Income, Series 63, Management, Portfolio Management, Securities, Retirement, Financial Planning
Education
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Science (B.S.), Finance and Financial Management Services
Deutsche Bank June 2014 - Present
MassMutual Financial Group January 2014 - May 2014
Fidelity National Information Services June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, MS Project, Capital Budgeting, Critical Thinking, Forecasting, Time Management, Management, Analysis, Customer Service, Finance, Sports, Microsoft Office, Marketing, Leadership
Education
University of North Florida 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of North Florida 2008 — 2012
Bachelors of Business Administration, Business Management, 3.54 GPA
MassMutual Financial Group November 2013 - Present
HF Financial January 2004 - October 2013
MassMutual Financial Group January 2004 - January 2009
New England Financial (Thompson Financial Group) January 2000 - December 2004
New England Financial (Thompson Financial Group) July 1996 - December 1999
Skills
Insurance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
BSBA, Finance and Operations Management
DaVinci Capital Management March 2015 - Present
ReGenerative Roots Association July 2013 - Present
MassMutual Financial Group June 2009 - Present
Aflac April 2009 - Present
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Retirement, Disability Insurance, Investments, Financial Analysis, Strategic Financial..., Financial Services, Securities, Employee Benefits, Small Business, Finance, Sales, Long-term Care, Mutual Funds, Term Life Insurance, Long Term Care Insurance, Series 6, Series 63, Health Insurance, IRAs
Education
The American College 2007 — 2008
LUTCF, Retirement, Business Insurance, and Estate Planning
University of New Hampshire 2002 — 2004
Associates, Business Management
Nashua High School
RBS August 2013 - Present
MetLife July 2011 - August 2013
MassMutual Financial Group October 2009 - June 2011
ING U.S. Investment Management March 2007 - September 2009
HTC Global Services April 2006 - February 2007
Financial Software & Systems (P) Ltd September 2001 - March 2006
Novasoft Information Technology Corp. April 2001 - September 2001
Orient Information Technology May 2000 - March 2001
Patel Roadways Ltd January 1999 - September 2000
Skills
Requirements Analysis, SDLC, Management, CRM, Pre-sales, SOA, Scrum, Agile Methodologies, Solution Architecture, Software Project..., Business Analysis, Payment Systems, Program Management, IBM Optim, Cards, Insurance, Java, Leadership, Requirements Gathering, Risk Management
Education
University of Mumbai 1994 — 1998
Engineering, Computers
MassMutual Financial Group October 2014 - Present
MassMutual Financial Group September 2013 - October 2014
MassMutual Financial Group March 2013 - September 2013
MassMutual Financial Group May 2012 - March 2013
MassMutual Financial Group November 2008 - May 2012
MassMutual July 2008 - November 2008
MassMutual Financial Group January 2000 - July 2008
MassMutual 2000 - 2007
ENTEX 1996 - 1999
CIGNA 1993 - 1997
Skills
Architecture, Business Requirements, Project Portfolio..., Vendor Management, Resource Management, Mainframe, Relationship Management, PMP, Business Analysis, Risk Management, Insurance, Agile Project Management, Process Improvement, Business Process..., Visio, SharePoint, Program Management, Disaster Recovery, Systems Analysis, SDLC, Offshore Management, Offshore Operations, Offshore Resource..., VDI, IT Asset Management, ITIL v3 Foundations..., project management..., Leadership, Security, Software Project..., Business Continuity, Requirements Analysis, Governance, Requirements Gathering, ITIL, IT Strategy, Strategy, Data Warehousing, IT Management, Enterprise Architecture, Project Management, VMware, Data Center, Infrastructure, Management, Information Technology, PMO, Analysis, Change Management, Solution Architecture
Education
Capella University 2013 — 2018
Master of Business Administration (MBA), Innovation and Technology
University of New Hampshire - Whittemore School of Business and Economics 1981 — 1985
BA, Economics
MassMutual Financial Group April 1991 - Present
Adage Wealth/Holt Agency April 1990 - Present
Western Group Rodeo Genetics 1981 - Present
Holt Ranch 1980 - Present
Skills
Customer Service, Microsoft Office, Strategic Planning, Microsoft Word, Microsoft Excel, Sales, Coaching, Team Building, Team Leadership, New Business Development, Leadership, Social Media Marketing, Marketing, Small Business, Budgets, Life Insurance, Permanent Life Insurance, Business Overhead..., Buy-Sell, Key Person Protection, Wealth Preservation..., College Education..., Gifting Strategies, Charitable Remainder..., Legacy Giving, Legacies, College Funding..., Intergenerational..., High Net Worth Insurance, Term Life Insurance, Fixed Annuities, Disability Insurance, Retirement, Long-term Care, Mutual Funds, Estate Planning, Employee Benefits, Financial Services, Securities, Strategic Financial..., Long Term Care Insurance, Retail, IRAs, 401k, Retirement Planning, Roth IRA
Education
University of North Texas
Business
Hunt Construction Group March 2002 - January 2014
The Cockrell Foundation & Cockrell Interests, Inc. September 1998 - November 2001
MassMutual Financial Group May 1997 - September 1998
MassMutual Financial Group February 1996 - May 1997
Rollins Asset Management September 1994 - September 1995
Skills
Business Development, Marketing Communications, New Business Development, Event Planning, Travel Planning, Meeting Planning, Meeting Scheduling, Organization, Event Management, Lead Generation, Trade Shows, Proposal Writing, Sales, Leadership, Project Coordination, Customer Service, Team Building, Value Engineering, Contractors, Construction Management
Education
University of North Texas 1992 — 1994
Bachelor of Business Administration (BBA), Marketing
North Harris County Community College 1989 — 1991
Northwestern Mutual May 2014 - Present
Northwestern Mutual November 2010 - April 2014
Northwestern Mutual Financial Network April 2007 - December 2010
MassMutual Financial Group April 2005 - March 2007
State Farm August 2004 - April 2005
John Moore, CPA September 2002 - August 2004
State Farm March 2003 - July 2004
First Investors Corporation September 2001 - February 2003
Skills
Training, Finance, Interviews, New Business Development, Long-term Care, FINRA, Policy, Account Reconciliation, Estate Planning, Series 7, Series 6, Series 63, Series 9/10, Series 66, Life Insurance, Disability Insurance, Regulatory Requirements, Compliance, Insurance, Securities, Investments, Networking, Uniform Combined State..., AML, Financial Risk, Employee Training
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, German
North Carolina School of Science and Mathematics (NCSSM) 1995 — 1997
Budget Insurance Enterprises, LLC January 2011 - Present
MassMutual Financial Group 2013 - 2013
Skills
Insurance, Liability, General Insurance, Commercial Insurance, Property & Casualty..., Legal Liability, Risk Management, Disability Insurance, Customer Service, Casualty, Health Insurance, Term Life Insurance, Fixed Annuities, Life Insurance, Strategic Planning, Sales, Contract Negotiation, Underwriting, Commercial Lines, Brokers, Workers Compensation, Umbrella Insurance, Small Business, Retirement, Long-term Care, Accident
Education
University of Oregon 1989 — 1993
Political Science
MassMutual Financial Group September 2015 - Present
Northwestern Mutual September 2011 - September 2015
Avanti Polar Lipids February 2010 - September 2011
PCT INC. May 2008 - September 2009
Skills
Research, Teaching, Microsoft Excel, Public Speaking, PowerPoint, Strategic Planning, Microsoft Office, Financial Analysis, Customer Service, Non-profits, Microsoft Word, Leadership, Fundraising, Life Insurance, Disability Insurance, Marketing, Sales, Team Building
Education
University of Montevallo 2003 — 2008
BS, Chemistry
MassMutual Financial Group April 2013 - Present
MassMutual Financial Group November 2011 - April 2013
MassMutual Financial Group January 2009 - November 2011
Symetra Financial 2007 - 2008
Symetra Financial 2004 - 2007
Skills
Business Development, Product Management, Retirement Planning, Asset Allocation, Insurance, Project Management, Program Management, Product Development, Management, Retirement, Strategic Planning, Defined Benefit, Series 6, Training, Investments, Mutual Funds, Sales, Marketing
Education
University of Pennsylvania - The Wharton School
CEBS, Certified Employee Benefit Specialist
University of Washington
BA, Business Administration
MassMutual Financial Group March 2013 - Present
DeWolf-Tarin & Associates February 2013 - Present
Country Financial September 2003 - February 2013
Skills
Strategic Financial..., Disability Insurance, Wealth, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Estate Planning, Investments, Risk Management, QuickBooks, Marketing, Finance, Life Insurance, Term Life Insurance, Financial Planners, Whole Life, Series 6, 401k, Financial Planning
Education
University of Northern Colorado 1999 — 2003
Business Degree with a Marketing Emphasis
PepsiCo October 2013 - Present
FirstGroup America July 2012 - October 2013
First Group America August 2009 - June 2012
Makino Capital Services September 2008 - January 2009
MassMutual Financial Group October 2004 - February 2006
Northwestern Mutual May 2002 - October 2005
Northwestern Mutual Financial Network April 2002 - October 2004
Community Health Center March 2001 - July 2003
Community Health Center June 2000 - August 2000
Skills
Investments, Financial Analysis, Valuation, Strategic Financial..., Portfolio Management, Financial Modeling, Insurance, Mutual Funds, Series 63, Life Insurance, Series 7, Bloomberg, Disability Insurance, Asset Managment, Wealth Accumulation, Qualified Retirement..., Non-Qualified Deferred..., ADP Payroll, PeopleSoft, ADP ReportSmith, JDE Enterprise One, Morningstar, Collective Bargaining, Retirement Plan..., Defined Benefit, Defined Contribution
Education
Xavier University, Williams College of Business 2008 — 2010
MBA, Finance Concentration
University of Pennsylvania - The Wharton School
RPA Certification, Retirement Plan Management
Miami University, Richard T. Farmer School of Business Administration 1999 — 2003
B.S, Management / Organizational Behavior
MassMutual Financial Group 1972 - Present
Skills
Portfolio Management, Financial Services, Long-term Care, Asset Allocation, Universal Life, Small Business, Investment Strategies, College Funding..., Asset Management, Financial Analysis, Asset Managment, IRAs, Health Insurance, Due Diligence, Key Person Insurance, Executive Benefit..., Public Speaking, Variable Life, Uniform Combined State..., 401k Rollovers, Alternative Investments, Wealth, Income Protection, High Net Worth..., Underwriting, 529 Plans, Marketing, Insurance, Commercial Insurance, Mergers & Acquisitions, Leadership, College Savings Plans, Variable Annuities, Financial Planners, Series 6, Wealth Accumulation, Retirement Savings, Roth IRA, Financial Planning, Disability Insurance
Education
University of Notre Dame 1967 — 1971
BACHELOR OF ARTS
FT.LAUDERDALE HIGH SCHOOL 1964 — 1967
MassMutual Financial Group Senior Vice President401k Advisors IntermountainJanuary 2014 - December 2014
The Guardian Life Insurance Company of America June 2012 - January 2014
The Standard March 2005 - June 2012
American Express Financial Advisors January 2000 - March 2005
Anaheim Ducks 2000 - 2000
Skills
Retirement, Retirement Services, Investments, ERISA, 401k, Employee Benefits, Pensions, Mutual Funds, Series 7, Retirement Plan..., Retirement Planning, Series 6, Series 63
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1997
BA, Finance
University of Oregon
Bachelor of Science (B.S.), Business Administration and Management, General
MassMutual Financial Group January 2010 - Present
Education
University of Notre Dame 1996 — 2000
Finance
University of Notre Dame - Mendoza College of Business 1996 — 2000
Finance
MassMutual Financial Group January 1996 - Present
MassMutual Financial Group 1988 - Present
Education
University of Notre Dame 1984 — 1988
Economics
ESPN July 2012 - Present
MassMutual Financial Group August 2007 - September 2011
Education
University of Notre Dame 1999 — 2003
Mathematics with Business Administration
GE Healthcare May 2012 - Present
GE Healthcare May 2010 - May 2012
GE Healthcare May 2006 - April 2010
Children's Hospital Boston April 2003 - August 2005
MassMutual Financial Group June 2001 - March 2003
Skills
Cross-functional Team..., Healthcare Information..., Process Improvement, PACS, Medical Devices, Healthcare, Product Management, Six Sigma, Medical Imaging, Integration, Program Management, DICOM, Project Management, Business Analysis, Radiology, Change Management, Business Intelligence, Software Project..., Product Launch
Education
University of Notre Dame 1997 — 2001
Bachelor of Science, Science-Business
MassMutual Financial Group March 2014 - Present
MetLife January 2011 - February 2014
MetLife January 2010 - December 2010
MetLife January 2008 - December 2009
MetLife January 2006 - December 2007
MetLife February 2001 - December 2005
John Hancock October 1996 - January 2001
Mould Services September 1993 - September 1996
Tremont House, Charles Hotel January 1989 - August 1993
Hyatt Hotels 1984 - 1988
Skills
Marketing Strategy, Life Insurance, Product Development, Disability Insurance, Business Strategy, Product Marketing, Marketing, Development Of..., Retirement, Insurance, Fixed Annuities, Financial Services, Sales, Segmentation, Lead Generation, Direct Marketing, Analytics, Email Marketing, Strategy, Digital Marketing, Marketing Research, Strategic Planning, Multi-channel Marketing, Leadership, Relationship Management, Competitive Analysis, Customer Acquisition, Marketing Management, Strategic Partnerships, CRM, Market Planning, Series 6, Positioning, Universal Life, Variable Annuities, Term Life Insurance
Education
University of New Hampshire 1980 — 1984
Hotel Management, Business
Lebanon High School
Lebanon High School
Lebanon High School
Dex Media July 2000 - Present
Dex One July 2000 - Present
Dex, an RH Donnelley Company 2000 - Present
Dex Media September 2007 - December 2008
Dex One September 2004 - April 2007
Dex One May 2000 - September 2004
Mannino Auto Sales April 1997 - May 2000
Tincher Ford Mercury May 1996 - March 1997
Reagan Oldsmobile June 1991 - May 1996
MassMutual Financial Group January 1989 - May 1991
Skills
Lead Generation, B2B, Selling, Advertising, Online Advertising, Sales, New Business Development, Marketing Strategy, Social Media Marketing, Sales Presentations, Salesforce.com, Customer Acquisition, Business Development, Direct Sales, Relationship Marketing, Google Adwords, Digital online..., Advertising Sales, Marketing, Direct Marketing
Education
University of Nebraska at Omaha 1976 — 1978
Ryan high school
Oracle November 2013 - Present
Starpoint Solutions April 2013 - September 2013
LumenData May 2012 - March 2013
Siemens Healthcare November 2011 - April 2012
Optimos April 2010 - November 2011
Vitas Healthcare February 2010 - March 2010
CFA Institute May 2009 - November 2009
Premera Blue Cross August 2008 - December 2008
Gould & Lamb, LLC June 2008 - July 2008
MassMutual Financial Group February 2008 - May 2008
Skills
Requirements Analysis, Siebel, Business Analysis, SDLC, Business Intelligence, Business Requirements, Project Management, CRM, Business Process, Requirements Gathering, Management, Business Process..., Integration, Solution Architecture
Education
University of North Texas
BBA, Marketing Management - Business Admin
Banking and Life Insurance Consultant January 2015 - Present
First Liberty Bank April 2014 - December 2014
MassMutual Financial Group August 2010 - December 2012
First Bank & Trust Company, Duncan, Ok December 1988 - December 2005
Skills
Credit, Commercial Lending, Business Development, Management, Customer Service, Leadership, Strategic Planning, Microsoft Office, Project Management, Sales, Banking, Financial Analysis, Risk Management, Credit Analysis, Small Business, Portfolio Management, Mortgage Lending, Team Building, Finance
Education
University of Oklahoma 1969 — 1972
Bachelor of Arts (B.A.), Psychology
Graduate School of Banking, LSU
Wells Fargo February 2014 - Present
Independent Consulting Practice January 2013 - Present
Wells Fargo August 2008 - January 2013
Wells Fargo March 2007 - August 2008
Wachovia, A Wells Fargo Company December 2004 - March 2007
Wealth Management Advisors of the Southeast January 2003 - December 2004
MassMutual Financial Group July 2001 - January 2003
Skills
Cross-functional..., Segmentation, Change Management, Program Implementation, Strategic Partnerships, Process Improvement, Series 7, Series 63, Life & Health Insurance..., Strategy, Process alignment, Relationship Management, Process Strategy, Business Relationship..., Cross-functional Team..., Management, Program Management, Business Strategy, Sales Strategy, Financial Services, Sales, Strategic Planning, Sales Operations, Retirement, Risk Management, Marketing Strategy
Education
University of North Carolina at Chapel Hill
BA
MassMutual Financial Group October 2006 - Present
Aetna, INC. March 2003 - October 2006
Skills
Requirements Analysis, Software Project..., SDLC, Resource Management, Visio, Business Analysis, PMP, Vendor Management, Project Portfolio..., PMO, SharePoint, Business Intelligence, Process Improvement, Risk Management, Data Modeling, Program Management, IT Strategy, Requirements Gathering, Business Process..., Project Management, Agile Project Management, Business Process, Project Delivery, IT Management, Integration, Data Warehousing, Enterprise Architecture, Governance, Solution Architecture, Disaster Recovery, ITIL, IT Service Management, MS Project, Systems Analysis, Agile Methodologies, Information Technology, Business Requirements, Network Architecture, Data Centre Architecture
Education
University of Notre Dame 1991 — 1995
Bachelor, Mathematics
MassMutual Financial Group September 2007 - March 2011
MassMutual Financial Group June 2006 - August 2007
The Hartford 2000 - 2005
Skills
Lean Six Sigma..., Achieve Global..., Series 6, Business Analysis, Business Process..., Project Management, SDLC, Process Improvement, Project Portfolio..., Six Sigma, Microsoft Office, Change Management, Program Management, PMO, Customer Service, Training, Leadership, Insurance, Visio, Financial Services, Vendor Management, Retirement
Education
University of New Hampshire 1969 — 1973
BS, Personal Finance
CrossRoads Ford Kernersville March 2015 - Present
Jason's Deli August 2011 - February 2015
Wells Fargo September 2010 - August 2011
MassMutual Financial Group January 2009 - September 2010
Romano's Macaroni Grill 2007 - 2009
Romano's Macaroni Grill 2007 - 2009
Romano's Macaroni Grill 2007 - 2009
Bryan Park Golf and Conference Center August 2004 - February 2006
Skills
Leadership, Customer Service, Management, Microsoft Office, Sales, Strategic Planning, Team Building
Education
University of North Carolina at Greensboro 2005 — 2008
BA, Broadcasting and Cinema; Media Writing
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
Merrill Lynch July 2005 - March 2008
Invesco Ltd. November 1998 - July 2005
Aon Consulting November 1992 - November 1998
Booke & Co September 1987 - November 1992
Skills
Retirement, Process Improvement, Business Analysis, Investments, Leadership, Operations Management, Project Management, Microsoft Office, Management
Education
University of North Carolina at Charlotte 1983 — 1987
BS, Computer Science
MassMutual Financial Group April 2015 - Present
Prudential Insurance Company August 2009 - March 2015
MetLife Insurance Company June 2003 - July 2009
Skills
Insurance, Employee Benefits, Life Insurance, New Business Development, Customer Service, Account Management, Health Insurance, Sales, Retirement Planning, Disability Insurance, Business Development, Strategic Planning
Education
University of North Carolina at Chapel Hill 1999 — 2003
BA, Economics and Exercise Sports & Science
Red Thread January 2011 - Present
H&EB Sales July 2002 - October 2009
Disability Income Financial August 1999 - January 2002
MassMutual Financial Group January 1991 - August 1999
Skills
Accounting, Microsoft Excel, Process Improvement, Budgets, Access, Analysis, MS Office Products, Office Management, Time Management, Organizational..., Oracle CRM, CEM, Citrix, Concur
Education
University of Phoenix 2006 — 2009
Associates, Accounting
Unum October 2013 - Present
MassMutual Financial Group 2003 - September 2013
MassMutual 2003 - September 2013
none January 1900 - January 1900
Skills
Health Insurance, Actuarial Science, Valuation, Life Insurance, Fixed Annuities, Financial Risk, Pensions, Risk Management, Retirement, Reinsurance, Variable Annuities, ALM, Property & Casualty..., Term Life Insurance, Underwriting, Insurance, Disability Insurance
Education
University of New Hampshire 1982 — 1986
BS, Mathematics and Statistics
University of New Hampshire 1982 — 1986
Bachelors, Mathematics and Statistics
Fidelity Capital Markets March 2013 - Present
Fidelity Investments 2010 - Present
Bottomline Technologies September 2009 - October 2010
State Street June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Cisco Systems June 2007 - August 2007
MassMutual Financial Group June 2006 - August 2006
Skills
Financial Modeling, Bloomberg Terminal, Series 7, Series 63, Microsoft Excel, Equity Research, Equity Trading, PowerPoint, Valuation, Research
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Bachelors of Science, Finance, Entrepreneurial Studies, Economics
Regents College 2008 — 2009
Bachelors, Finance, Economics
MassMutual Financial Group 2002 - Present
Education
University of New Hampshire 1974 — 1978
BS
Hospice Circle of Love January 2009 - Present
MassMutual Financial Group November 2005 - January 2009
Garth Brooks Teammates for Kids Foundation May 1999 - October 2005
Skills
Non-profits, Healthcare, Strategic Planning, Fundraising, Program Development, Marketing, Event Management, Event Planning, Leadership, Public Relations, Public Speaking, Social Media, Nonprofits, Community Outreach
Education
University of Oklahoma Graduate College 1997 — 1999
Sports Management
University of Oklahoma 1993 — 1997
BBA
MassMutual Financial Group June 2010 - Present
SunTrust Mortgage August 2006 - August 2008
CBS Radio-Power 98 2004 - 2005
Skills
Financial Analysis, Underwriting, Mortgage Lending
Education
University of North Carolina at Charlotte - Belk College of Business 1991 — 1996
BS, Finance
MassMutual Financial Group January 2013 - Present
The Hartford April 2008 - December 2012
Skills
Insurance, Vendor Management, Process Improvement, Call Centers, SDLC, Risk Management, Underwriting, Mutual Funds, Visio, Property & Casualty..., ITIL, Requirements Gathering, Series 63, Lotus Notes, SharePoint, Requirements Analysis, Project Management, Defined Contribution
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Psychology
University of North Carolina at Greensboro
Bachelor of Arts (B.A.), Mathematics
Alto Products Corp. January 2012 - Present
Alto Products Corp. March 2011 - December 2011
Alto Products Corp. November 2010 - February 2011
MassMutual Financial Group May 2009 - July 2010
University of North Florida August 2009 - May 2010
Skills
Spanish, PowerPoint, Microsoft Excel, Portuguese, Sales, Customer Service, Microsoft Word, Team Leadership, Public Speaking, Marketing Strategy, Product Development, Forecasting, Motivated self-starter, Microsoft Office, Leadership, Sales Management, Strategic Planning
Education
University of West Florida 2013 — 2014
Master of Business Administration (M.B.A.), Automotive
University of North Florida 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Webber International University 2006 — 2007
Business Administration and Management, General
Missouri Innovation Corporation September 2014 - Present
Southeast Missouri State University June 2015 - Present
Old Town Cape, Inc. July 2015 - Present
Southeast Missouri State University September 2014 - May 2015
Illinois Institute for Rural Affairs May 2013 - August 2014
PNC Investments 2011 - 2012
MassMutual Financial Group 2010 - 2011
Skills
Small Business Lending, Market Research, Business Coaching, Entrepreneurial Finance, Entrepreneurship..., Public Speaking, Economic Development, Community Development, Investments, Banking, Customer Service, Tutoring, Data Analysis, Training, Research, Management, Leadership, Microsoft Office, Entrepreneurship, Focus Groups, Online Survey Design, Stata, SPSS, SAS
Education
Western Illinois University 2012 — 2014
M.A., Economics
Southern Illinois University 2006 — 2010
B.S., Finance
University of New Hampshire
Certificate in Community Development Finance, Community Development Finance
Fidelity Investments August 2015 - Present
J.P. Morgan Chase Bank N.A. November 2014 - July 2015
MassMutual Financial Group November 2012 - September 2014
US Army/ National Guard August 2003 - November 2013
Education
University of Phoenix 2012 — 2015
Bachelor’s Degree, Business/Finance
MassMutual Financial Group 2010 - Present
Skills
Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, Life Insurance, Employee Benefits, Series 7, Insurance, Financial Services, Risk Management, Disability Insurance, Finance, Series 63, Wealth Management, Investments, 401k, Strategic Financial..., IRAs, Financial Planning
Education
University of New Hampshire
American General Life and Accident May 2011 - Present
MetLife May 2007 - May 2011
MassMutual Financial Group February 2006 - May 2007
Skills
Sales Management, Commission Sales
Education
University of Oklahoma 1973 — 1978
BBA, Business Administration
Nathan Hale High School 1970 — 1973
Graduate, General Studies
Caesar's Entertainment Personal BankerJPMorgan ChaseMay 2012 - May 2013
MassMutual Financial Group 2011 - 2012
Education
UNLV 1999 — 2003
BS, Nursing
UNLV 1999 — 2003
BA, Psychology
Republic National Distributing Company June 2013 - Present
MassMutual Financial Group January 2013 - May 2013
Chuy's April 2012 - September 2012
Skills
Customer Service, Time Management, Management, Sales, Microsoft Word, Social Media, Microsoft Office, Microsoft Excel, Event Planning, Social Networking, Marketing, Sales Operations, Facebook, Marketing Strategy, PowerPoint
Education
University of North Texas 2010 — 2013
General Studies, Areas of study: Business, Merchandising, and English
2009 Whitehouse High school 2005 — 2009
Rogers and Brown January 2013 - Present
MassMutual Financial Group June 2012 - Present
The Sanctuary at Kiawah Island Golf Resort 2011 - 2012
Skills
Disability Insurance, Employee Benefits, Customer Service, Retirement, Finance
Education
University of Nevada-Las Vegas 2005 — 2009
Hotel Resort and Lodging, Hotel Administration
NRL Weath Creation Strategies , LLC March 2011 - Present
MassMutual Financial Group June 2005 - March 2011
New England Financial June 2000 - June 2005
Skills
Retirement Planning, Retirement, Mutual Funds, Wealth Management, Fixed Annuities, Investments, Strategic Financial..., Asset Allocation, Life Insurance, Disability Insurance, Insurance, Investment Advisory, 401k, Financial Advisory, IRAs, Portfolio Management, Qualified Retirement..., Variable Annuities, Succession Planning, ILIT, 72-t Retirment Income..., Retial Food Services..., Veterinarian Business...
Education
University of Pennsylvania 1996 — 2000
Political Science and Government
Enterprise Rent-A-Car February 2015 - Present
Enterprise Rent-A-Car September 2014 - February 2015
Enterprise Rent-A-Car August 2013 - September 2014
Enterprise Rent-A-Car December 2007 - August 2013
Enterprise Rent-A-Car December 2006 - December 2007
MassMutual Financial Group 2002 - 2003
Skills
Sales Management, Sales, Profit, Customer Satisfaction, Sales Process, Account Management, Customer Retention, New Business Development, Customer Service, Team Building, Leadership, Marketing, Fleet Management, B2B, Direct Sales, Sales Operations
Education
University of New Hampshire