MassMutual Financial Group
The Massachusetts Mutual Life Insurance Company, founded in 1851, is an American mutual life insurance company serving five million clients. With headquarters in Springfield, Massachusetts, the company employs more than 7,000 in the United States, and a total of 10,614 internationally. Headquarters: Springfield, Massachusetts, United States Revenue: 29.6 billion USD (2016) Founder: George W. Rice Founded: 1851, Springfield, Massachusetts, United States Subsidiaries: Barings, OppenheimerFunds, Executives: Roger W. Crandall (CEO, President, Chairperson),
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MassMutual Financial Group Employees
HealthEquity December 2013 - Present
HealthEquity May 2011 - December 2013
Zions Bank October 2006 - May 2011
MassMutual Financial Group January 2002 - October 2006
Fidelity Investments 1993 - 2002
State Street 1989 - 1993
Education
Brigham Young University 2007 — 2009
MBA
Boston College 1982 — 1986
BA/BS, Political Science/Economics
Guardian Life October 2014 - Present
Guardian Life June 2014 - October 2014
The Guardian Life Insurance Company of America October 2012 - May 2014
MassMutual Financial Group 2010 - October 2012
Where'd You Get That?! Inc 2001 - 2012
MassMutual Financial Group 2007 - 2010
Skills
Strategic Planning, Insurance, Public Speaking, Social Media, Event Planning, Program Management, Sales, Financial Services, Marketing, Project Management, Project Planning, Change Management, Research, Time Management, Leadership, Strategy, Training, Marketing Communications, Management
Education
Smith College
BA, Sociology and International Relations
Westfield State College
Masters of Public Administration, Strategic Partnerships
Berkshire Chamber of Commerce 2013 — 2013
Berkshire Leadership Program - class of 2013
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Certificate in Corporate Community Involvement, Corporate Citizenship
MassMutual Financial Group October 2012 - Present
Northwestern Mutual Financial Network May 2008 - October 2012
Skills
Retirement Solutions, Life Insurance, Buy Sell Agreements for..., Executive Planning for..., Investment Strategies, Small Business..., Small Business, Retirement Planning, Fixed Annuities, 401k, Long Term Care Insurance, Financial Analysis, Education Funding, Employee Benefits, 401k Rollovers, Disability Income...
Education
Florida Southern College 2008 — 2009
B.S in Economics and Finance
Boston College - Carroll School of Management 2005 — 2008
Economics
MassMutual Financial Group November 2013 - Present
MassMutual Financial Group October 2012 - November 2013
MassMutual Financial Group July 2012 - October 2012
MassMutual Financial Group June 2008 - July 2012
MassMutual Financial Group March 2007 - June 2008
MassMutual Financial Group June 1997 - March 2007
Skills
Series 7, Series 24, Investment Advisory, Annuities, Investments, Operations Management, Qualified Retirement..., 401k, Fixed Annuities, FINRA, Financial Services, PMP, Project Management
Education
Isenberg School of Management, UMass Amherst 2000 — 2004
MBA
Boston University 1992 — 1996
BA
Comm Ave Assoc May 2015 - Present
Nextgen Realty June 2014 - April 2015
Weber Shandwick October 2011 - February 2012
MassMutual Financial Group January 2011 - February 2011
Bank of China June 2010 - August 2010
Hongfa Paper Company June 2009 - August 2009
Skills
Microsoft Excel, Project Management, Business Planning, Corporate Finance, Market Research, Data Mining, Microsoft Office, IRR, Business Analysis, Organizational..., Teamwork, Microsoft Word, PowerPoint, Access Database, MS Project, Microwave, Website Building, SQL, Coding Languages, Marketing Strategy, E-commerce, International Business, Consulting, Translation, Dreamweaver, Real Estate, Real Estate Marketing
Education
Boston University 2012 — 2014
Master of Financial Economics, Financial Economics
Capital University of Economics and Business (CUEB) 2008 — 2012
Bachelor of Management Information System (MIS), Management Information System (MIS)
Hong Kong University 2011 — 2011
Exchange Program, Asian Economics and Marketing
Panko Enterprises June 2014 - Present
Worldwide Express January 2013 - January 2014
MassMutual Financial Group 2012 - 2013
New England Financial April 2011 - March 2012
Lions Clubs International August 2006 - May 2010
Southwestern Company May 2009 - August 2009
Skills
Life Insurance, Disability Insurance, Leadership, Insurance, Small Business, Entrepreneurship, Sales, New Business Development, Public Speaking, Cold Calling, Selling, Employee Benefits, Recruiting, Account Management, Business Development, Fundraising, Finance, Marketing, Training, Strategy, Direct Sales, Time Management
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (BA), Economics & Business
Blinn College 2006 — 2008
Associates, Business
Pharmaceutical Sales Program
OutboundEngine March 2015 - Present
MassMutual Financial Group November 2013 - December 2014
MassMutual Financial Group August 2012 - November 2013
BEACON Collaborations December 2010 - June 2013
International Quidditch Association December 2012 - April 2013
Super Soccer Stars May 2012 - September 2012
Boston University Dean of Students Office May 2010 - May 2012
Boston University Orientation March 2010 - March 2011
InMadrid Magazine September 2010 - January 2011
Skills
Social Media Strategy, Video Editing, Twitter, Blogging, Facebook, Social Networking, Copy Editing, Brand Awareness, Digital Marketing, Adobe Creative Suite, Communications Strategy, SEO, Event Management, Multimedia, Brand Development, Journalism, Graphic Design, Web Content Management, Quidditch, Strategic Communications, Social Media Marketing, Event Planning, Editing, Social Media, Social Media Strategist
Education
Boston University 2008 — 2012
Bachelor of Science (B.S.), Journalism
SS&C Technologies November 2013 - Present
MassMutual Financial Group December 2011 - November 2013
MassMutual Financial Group July 2005 - December 2011
MassMutual Financial Group November 1999 - July 2005
Skills
Data Warehousing, Business Intelligence, Data Modeling, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Enterprise Software, Insurance, Business Requirements, SQL, Visio, ETL, Analysis, Analytics, Enterprise Architecture, Data Integration, Data Analysis, Software Documentation, Database Design, Data Warehouse..., R, IT Strategy, Access, Databases, Systems Analysis, Cognos, Integration, DB2, Oracle, T-SQL, Business Analytics, Dimensional Modeling, VBA, IT Management, Microsoft SQL Server, SAS, Tableau, PowerPlay, JavaScript, Data Mining, jQuery, MySQL, Statistics, Quantitative Analytics, Annuities
Education
Boston University
Master of Science (MS) Computer Information Systems, Database Management and Business Intelligence
Philippine Science High School
University of the Philippines
Bachelor of Science (BS), Applied Mathematics
University of the Philippines
Master of Science (MS), Industrial Engineering (credits)
Prudential Financial May 2015 - Present
MassMutual Financial Group December 2008 - May 2015
MassMutual Financial Group July 2007 - December 2008
Bingham McCutchen May 2004 - July 2007
Howrey LLP September 2001 - May 2004
Los Angeles Unified School District 1996 - 1998
Skills
Securities Regulation, Litigation, Investments, Legal Writing, Legal Advice, Internal Investigations, Antitrust, Broker-dealer Regulation, Insurance Regulation, Investment Adviser..., Social Media
Education
Boston College Law School 1998 — 2001
JD
Duke University 1992 — 1996
BA, History (with Honors)
IJoin Solutions LLC August 2013 - Present
MassMutual Financial Group 2007 - March 2013
Phoenix Companies 2001 - 2006
Jackson National Life of New York 1998 - 2000
Orbitex Management, Inc. 1997 - 1998
New England Funds, L.P. 1996 - 1997
Fidelity Investments Institutional Services Comapany 1991 - 1996
Invesco Capital Management 1990 - 1991
Colonial Mutual Funds 1988 - 1990
Kidder, Peabody & Company Co. 1983 - 1988
Skills
Sales, Marketing, Distribution, Management, Strategic Planning, Financial Services
Education
Boston College
BS Marketing, Marketing
Guardian Life January 2015 - Present
MassMutual Financial Group April 2013 - December 2014
MassMutual Financial Group September 2011 - March 2013
MassMutual Financial Group October 2009 - August 2011
MassMutual Financial Group June 2008 - September 2009
The Hartford December 2003 - May 2008
Phoenix Life Insurance Company November 2001 - November 2003
Lincoln Financial Group December 1998 - October 2001
Lincoln Financial Group January 1995 - November 1998
Skills
Strategic Planning, E-business, Vendor Management, Fixed Annuities, Insurance, Process Improvement, Business Analysis, Financial Services, SDLC, IT Strategy, Business Process..., Business Requirements, Change Management, IT Management, Leadership, Management, Project Portfolio..., Six Sigma, Strategy, Public Speaking, Social Influence, Common Sense, Strategic Leadership, Thought Leadership
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (M.B.A.), Global Business & Leadership, 3.87 GPA
Boston University
Bachelor's Degree, Liberal Studies, 3.96 GPA, Summa Cum Laude
University of Northwestern Ohio
Associate's Degree, Business, 3.72 GPA, High Honors
Citi Hedge Fund Services December 2010 - August 2013
28 Degrees March 2011 - June 2013
European Business Development Group, Inc May 2009 - August 2009
MassMutual Financial Group May 2007 - August 2007
Skills
Accounting, Account Reconciliation, Fund Accounting, Hedge Funds, Financial Analysis, Asset Management, Financial Modeling, Financial Reporting, Valuation, Financial Accounting, Derivatives, Internal Controls, Bank Reconciliation, Bloomberg, Equities, Fund Administration, Accounts Receivable, Microsoft Excel, Microsoft Office, Management
Education
Middlesex University 2013 — 2014
Master of Business Administration (MBA)
Boston University 2007 — 2010
Bachelor of Science (BS), Accounting
University of Rhode Island 2005 — 2007
Bachelor of Science (BS), Accounting
MassMutual Financial Group December 2010 - March 2015
MassMutual Financial Group August 2002 - December 2010
CIGNA 2000 - 2002
CIGNA Healthcare 1988 - 2000
Skills
Change Management, E-commerce, Interactive Marketing, Financial Services, Management, Marketing, Sales, Strategic Planning, Marketing Communications, Insurance, Digital Marketing, SEO, Vendor Management, Strategy, Leadership, Program Management, Process Improvement, Marketing Strategy, Social Media, Online Advertising, SEM, Web Analytics, Teamwork, Business Strategy, Collaborative Leadership, Customer Insight, Team Development, Usability
Education
Boston College 1981 — 1985
Bachelor of Arts, English
Bloomfield High School
Diploma
MassMutual Financial Group January 2015 - Present
MassMutual Financial Group July 2006 - December 2014
Mac-Gray October 1999 - December 2005
Boston College July 1991 - October 1999
Education
Boston College 1988 — 1999
C.A.E.S., Higher Education/Higher Education Administration
Bridgewater State College 1985 — 1988
M.Ed., Counselor Education/School Counseling and Guidance Services
Westfield State College 1981 — 1985
Bachelor of Arts (B.A.), Economics
Moss Insurance Group, Inc. January 2014 - Present
MassMutual Financial Group July 2012 - November 2012
Fort Worth Harley Davidson 2001 - 2006
The Grove Hotel 1999 - 2000
Skills
Small Business, Employee Benefits, Life Insurance, Financial Services, Cold Calling, Marketing, Account Management, New Business Development, Team Building, Training, Employee Relations, Negotiation, Human Resources, Finance, Risk Management, Leadership, Long-term Care, Strategic Financial..., Disability Insurance, Investments, Mutual Funds, Process Improvement, Term Life Insurance, Business Planning, Direct Sales, Health Insurance, Management, General Insurance, Commercial Insurance, Property & Casualty..., Umbrella Insurance, Outlook, Permanent Life Insurance, Whole Life, Insurance, Microsoft Office, Microsoft Excel, Customer Service
Education
Boise State University 1998 — 2000
Associate's degree, Business Administration and Management, General
College of Southern Idaho 1992 — 1994
None, General Studies
MassMutual Financial Group April 2015 - Present
Education
Bloomsburg University of Pennsylvania 2005 — 2009
B.S, Marketing
Richmond, The American International University in London
MassMutual Financial Group April 2013 - Present
Education
Boston University 2007 — 2008
MS, Insurance Management
State University of New York College at Buffalo 1985 — 1989
BA, English
Corcoran
MassMutual Financial Group January 2013 - Present
The Hartford January 2007 - Present
MFS Investment Management June 1994 - January 2007
Skills
Business Requirements, Requirements Gathering, Business Analysis, SDLC, Visio, User Acceptance Testing, Project Management, Project Coordination, Business Process..., Mutual Funds, Team Building, Team Leadership, Virtual Teams, Project Planning, Web Implementation, Strategic Web Planning, Vendor Management, 401k, Financial Services, Investment Management
Education
Boston University 1982 — 1988
Hollywood High School 1980 — 1982
Pacific Life Insurance Company February 2015 - Present
MassMutual Financial Group January 2013 - January 2015
Grainger 2012 - 2013
Legendary Entertainment April 2012 - May 2012
Protective Life 1997 - 2011
Xtra Innings Baseball School 2000 - 2007
National Association of Professional Baseball Leagues 1999 - 2006
Skills
Life Insurance, Sales, Financial Services, Advanced Sales, Estate Planning, Term Life Insurance, New Business Development, Long-term Care, Business Planning, Marketing, Business Development, Coaching, Public Speaking, Training, Series 63, Series 6, Retirement Strategies
Education
Birmingham-Southern College 1992 — 1997
Double Major: BA in Finance, BA in International Business, Minor in Spanish, Business Finance and Spanish
Henry Clay High School in Lexington, KY 1990 — 1992
Dale Carnegie Training
Dimensions of Professional Selling
Fusion Sales Training
John Maxwell School of Leadership
Sandler Sales Training
MassMutual Financial Group July 2015 - Present
MassMutual Financial Group May 1997 - Present
MassMutual Financial Group March 2012 - June 2015
Skills
SDLC, Business Analysis, Business Requirements, Quality Center, Software Documentation, Project Management, Test Management, Process Improvement, Mainframe, TSO, Insurance, Vendor Management, Data Modeling, Resource Management, SAP, SAP BW, Test Planning, Requirements Analysis, Visio, SharePoint, Business Process, Requirements Gathering, Project Portfolio..., Process Control
Education
Boston University
Project Management Certification
University of Massachusetts, Amherst
Bachelor of Arts, Business
Framingham State University September 2011 - Present
Bridgewater State College January 2008 - Present
StudyPoint September 2012 - Present
Clark University September 2009 - December 2014
MassMutual Financial Group 2010 - 2012
PICS Inventory 2009 - 2010
Kent State University August 2001 - August 2007
Boston University 1994 - 1998
Skills
Teaching, Ethics, Writing, Editing, Curriculum Design, Economics, Technical Course..., course documentation, Instructional Design, Presentations, Communication Skills, Mentoring, Microsoft Office, Higher Education, Public Speaking, Grant Writing, Time Management, Curriculum Development, E-Learning, Data Analysis, Staff Development, Research, Adult Education, Lecturing, Tutoring, Nonprofits, Student Development, Academic Advising, University Teaching, Philosophy
Education
Massachusetts Institute of Technology 2008 — 2009
Certificate, Midcareer acceleration
Boston University 1991 — 2001
Ph.D., Philosophy
Stonehill College 1987 — 1991
BA, Philosophy
Cardinal Spellman HS 1983 — 1987
High School Diploma
Choate, Hall & Stewart LLP May 2015 - July 2015
Suffolk County District Attorney's Office, Narcotics and Asset Forfeiture Unit January 2015 - April 2015
MassMutual Financial Group June 2014 - July 2014
Sutherland Asbill & Brennan LLP May 2014 - June 2014
Harvard Business School August 2011 - August 2013
Houghton Mifflin Harcourt December 2010 - May 2011
Boston University College of Arts and Sciences Writing Center September 2009 - May 2011
WR: Journal of the Boston University College of Arts and Sciences Writing Program March 2010 - December 2010
Princeton University Press May 2010 - August 2010
Skills
Blogging, Copywriting, Copy Editing, Social Media, Social Networking, Publishing, Research, Publicity, Books, Editing, Higher Education, Proofreading, Public Speaking, Data Analysis, PowerPoint, Multimedia, Adobe Creative Suite, Social Media Marketing, WordPress, Publications, Microsoft Office, Marketing Communications, Editorial, Content Management, Tutoring, Academic Tutoring, Legal Research
Education
Boston University School of Law 2013 — 2016
Juris Doctor
Boston University 2007 — 2011
Bachelor’s Degree, English and Italian Studies; Minor in Communication Studies, Magna Cum Laude
Boston University Center for Italian and European Studies 2009 — 2009
Università degli Studi di Padova 2009 — 2009
Bridgewater-Raritan Regional High School 2003 — 2007
MassMutual Financial Group July 2014 - Present
RBS Citizens Group August 2012 - July 2014
RBS Citizens Group October 2011 - September 2012
Citizens Bank November 2010 - October 2011
Citizens Bank October 2009 - November 2010
Sovereign Bank September 2008 - June 2009
First Investors Corporation August 2005 - August 2008
Skills
Stakeholder Management, Management, Customer Service, Process Leadership, Performance Leadership, Problem Solving..., Purpose Leadership, Partnering Leadership, People Leadership, Employee Engagement, Process Improvement, High Performance Teams, Organization &..., Colleague Development, Value Stream Mapping, Standardization, Root Cause Problem..., Key Performance..., Voice of the Customer..., People Management, Customer Relations, MS Project, Microsoft Office, People Development, Organizational Structure, Peformance Dialogue, Leadership, Business Analysis, Lean Transformation, Banking, Project Management, Analysis, Change Management, Business Process..., Financial Services, Program Management, Risk Management, Vendor Management
Education
Quinnipiac University - School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Supply Chain Management
Boston University 2010 — 2012
Graduate Certificate, Project Management
The University of Connecticut 2001 — 2005
B.S., Economics, Political Science
MassMutual Financial Group June 2013 - Present
Massachusetts Eye and Ear Infirmary June 2012 - November 2012
Tutors for All 2010 - 2011
Skills
Tutoring, Lesson Planning, PowerPoint, Microsoft Office, Research, Excel, Word, SPSS, Writing, Creative Writing, Editing, Event Planning, Social Media, Spanish, Customer Service, Problem Solving, Access, Windows, Teamwork, Administration
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
MassMutual Financial Group August 2012 - Present
Mass Mutual June 2011 - Present
MassMutual Financial Group May 2010 - September 2011
Mass Mutual October 2008 - May 2010
MassMutual Financial Group 2004 - 2008
Mass Mutual 1999 - 2004
MassMutual Financial Group 1998 - 2004
Mass Mutual 1997 - 1998
Mass Mutual 1994 - 1997
Mass Mutual 1993 - 1994
Skills
Facilitation, Agile Project Management, Cross-functional Team..., Project Planning, Project Delivery, Offshore Project..., Personnel Supervision, Team Management, Process Improvement, Requirements Analysis, Problem Solving, Internal Communications, Agile Methodologies, IT Strategy, Integration, Management, Project Management, SDLC
Education
Boston University
Project Management Certificate
Springfield Technical Community College
Spencer and Spencer May 2006 - Present
Eastern States Financial Group January 2005 - April 2006
MassMutual Financial Group June 2004 - January 2005
Skills
Insurance, Disability Insurance, Customer Service, Risk Management, Fixed Annuities, Employee Benefits, Small Business, Health Insurance, Finance, Life Insurance, Term Life Insurance, Financial Services, Retirement Planning, Analysis, 401k
Education
Boston University 2000 — 2004
Bachelor of Arts, International Relations, History
Mendham High School 1996 — 2000
High School Degree
Moody's Investors Service February 2015 - Present
Moody's Investors Service July 2013 - January 2015
Experian May 2012 - August 2012
Venn Group February 2012 - April 2012
Deloitte August 2011 - August 2011
UBS May 2011 - June 2011
UBS May 2010 - August 2010
MassMutual Financial Group May 2010 - August 2010
Deluxe Film Services June 2008 - August 2008
Skills
Microsoft Excel, Finance, Financial Modeling, Accounting, PowerPoint, Microsoft Word, Leadership, Microsoft Office, Access, Time Management, Marketing, Ad Hoc Reporting, SharePoint, Wordpress
Education
Boston University 2009 — 2013
BSBA
Lutheran High School of Orange County 2005 — 2009
High School Diploma
MassMutual Financial Group March 2013 - Present
MassMutual Financial Group February 2010 - April 2013
MassMutual Financial Group November 2005 - February 2010
MassMutual Financial Group December 1999 - November 2005
S. H. Smith and Company January 1998 - January 1999
COMPUTER LEARNING CENTERS, INC January 1997 - January 1998
Writer's Ink. January 1993 - January 1997
Kaplan Test Prep and Admissions January 1992 - January 1993
Kaplan Test Prep and Admissions October 1989 - January 1992
Kaplan Test Prep and Admissions October 1986 - October 1989
Skills
Enterprise Architecture, TOGAF, SDLC, IT Service Management, IT Governance, Application Architecture, Infrastructure Planning, Internet Infrastructure, Infrastructure Security, Business Architecture, SOA, Enterprise Software, Infrastructure, Architecture, Websphere, Governance, Solution Architecture, Enterprise Content..., SharePoint, ITIL, Security, SQL, IIS, Information Technology, Architectures, Disaster Recovery, WebSphere
Education
Boston University 1979 — 1983
BA, Biology, Psychology
Computer Learning Centers, Inc
Diploma, Network Engineering, Technology and Administration
JPMorgan Chase & Co. July 2014 - Present
One Source Identity LLC. 2007 - Present
MassMutual Financial Group March 2012 - July 2014
Health Dialog May 2010 - March 2012
Health Dialog Inc. June 2007 - May 2010
Goulston & Storrs 2006 - 2007
Message Secure Corporation 2004 - 2006
Goffstown School District 2003 - 2004
TechSafe Solutions Inc. February 2000 - January 2003
SunLife Financial 2001 - 2003
Education
United States Marine Corps 1991 — 2001
Active/Reserve, Infantry Platoon Sergeant
New England College of Business
Bachelor of Science (B.S.), International Business
Boston University
IS Systems Management Certificate, Information Systems Management
Northeastern University
Certificate Program, Information Systems Audit
MassMutual Financial Group July 2013 - Present
Executive Health Resources, an Optum / UnitedHealth Group company December 2011 - July 2013
North Highland 2008 - 2011
Accenture January 2000 - May 2008
Skills
Leadership, Business Transformation, Business Intelligence, Mergers, Cross-functional Team..., Analysis, Business Process..., Project Management, Integration, Strategic Planning, Business Development, Strategy, Management, Management Consulting, Business Analysis, Business Process...
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance & Strategy
Boston College
Air Force Academy
MassMutual Financial Group April 2015 - Present
MetLife July 2014 - April 2015
MetLife September 2009 - June 2014
WebMD June 2008 - May 2009
UBS Wealth Management July 2006 - May 2008
Popular Club Plan January 2006 - July 2006
Bloomfield College August 2004 - January 2006
Skills
Strategic Leadership, Team Leadership, Cross-functional Team..., Direct to Consumer..., Online Marketing, Online Sales, Internet Marketing, Lead Conversion, Prospect Conversion, Program Management, Project Management, Business Strategy, Business Planning, Business Process, Digital Marketing, Digital Strategy, online customer..., Online Brand Building, online brand management, internet sales, Strategic Planning, online product..., Internet Business..., User Experience, Usability, Customer Focus, Focus Groups, Multivariate Testing, Multivariate Analysis, Online Branding, online channel to phone..., Platform Integration, platform management, Product Marketing, Product Planning, Product Strategies, Product Evolution, Agile Methodologies, Waterfall, Online Advertising, E-commerce, Telephone, Sales, Analytics, Product Management, Leadership, CRM, Information Architecture, Integration, Competitive Analysis
Education
Bloomfield College 2003 — 2007
BS, Business Administration
City of New Haven November 2010 - Present
MalenasMyGirl Records LLC 2010 - Present
MassMutual Financial Group September 2002 - October 2009
Skills
Singer-songwriter, Voice Over, Live Performer, Vocal Instruction, Vocal Coaching, Vocal Jazz, Vocalist, Social Media Marketing, Digital Marketing, Public Relations, Event Planning, Public Speaking, Event Management, Disability Insurance, Music, Social Media, Insurance, Team Building, Strategic Planning, Marketing, Coaching, Social Networking, Non-profits, Microsoft Office, Data Analysis, Leadership Development, Customer Service, Investments, Fundraising
Education
Boston University 1985 — 1989
Bachelor of Music, Vocal Performance
as of January 2012 Business AnalystINGJuly 2010 - December 2011
MassMutual Financial Group January 2009 - December 2009
MassMutual Financial Group September 2007 - February 2008
ING December 2005 - June 2007
CIGNA Healthcare January 2003 - March 2005
CIGNA Healthcare February 2002 - March 2003
Price Waterhouse Management Consultants December 1999 - January 2001
MassMutual Financial Group November 1988 - December 1999
Skills
Software Documentation, Visio, Requirements Analysis, Requirements Gathering, Program Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1976 — 1979
MBA, Information Systems
University of Massachusetts, Amherst 1966 — 1970
B.A., Psychology
MassMutual Financial Group 2010 - Present
Skadden Arps 2005 - 2010
Testa, Hurwitz & Thibeault, LLP (Dissolved 2005) 2004 - 2005
Cadwalader, Wickersham & Taft LLP 2002 - 2004
Skills
Litigation, Internal Investigations, Securities Litigation, Government Enforcement..., White Collar Criminal..., Securities Regulation, Commercial Litigation, Class Actions, E-Discovery Consulting, Dispute Resolution, Securities, Corporate Governance, FINRA, Litigation Support, Arbitration, Litigation Management, Privacy Law, Corporate Law, Legal Compliance, FCPA, Intellectual Property, Appeals, Bankruptcy, Insurance Law, Civil Litigation, Legal Research, Trade Secrets, Legal Writing, Employment Law, Fraud, Competition Law
Education
Boston College Law School
J.D.
Dickinson College
Bachelor of Arts (B.A.)
Allstate August 2012 - Present
Allstate May 2010 - August 2012
SunAmerica Financial Group January 2007 - April 2010
American General Life Companies 2007 - 2010
BELMAN KLEIN ASSOCIATES, Ltd January 2006 - June 2007
MassMutual Financial Group September 2003 - January 2006
MassMutual 2003 - 2005
NMS COMMUNICATIONS, INC January 1999 - January 2001
FIRST SOURCE, INC January 1996 - January 1999
Skills
Strategy, Strategic Planning, Leadership, Business Strategy, Process Improvement, Management, New Business Development, Strategic Communications, Marketing, Corporate Communications, Media Relations, Entrepreneurship, Insurance, Business Development, Team Leadership, Organizational..., Change Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA, Business
Boston University 1988 — 1993
BA/BM, English Literature/Music
MassMutual Financial Group February 2011 - Present
Cognizant Technology Solutions July 2005 - Present
MetLife July 2005 - February 2008
Skills
COBOL, SDLC, JCL, Mainframe, Requirements Gathering, DB2, IBM Mainframe, Requirements Analysis, Global Delivery, Software Project..., IMS DB/DC, Quality Center, Test Management, REXX, COTS, System Testing, Program Management, Quality Assurance, Strategic Planning, Integration, System Integration..., Life Insurance, Vantage, Data Conversion, Offshoring, Test Strategy, Test Planning, ALM, Test Data, Data Driven Testing, Risk Based Testing, Team Leadership, Lean Management, Fixed Annuities, Disability Insurance, ISTQB Certified, PMP, Test Cases, Test Automation..., Software Quality, Testing, Agile Methodologies, HP Quality Center, Solution Architecture, Vendor Management, Leadership, SQL, Data Warehousing, Management, Business Analysis
Education
Birla Institute of Technology and Science, Pilani 2014 — 2015
Master's Degree, Computer Software Engineering
KIIT University, Bhubaneswar 2001 — 2005
Bachelor's Degree, Electronics and Telecommunication Engineering
CVS Health September 2014 - Present
Boston University Athletics Department September 2012 - Present
MassMutual Financial Group June 2014 - August 2014
Uno Chicago Grill September 2013 - May 2014
Ocean State Job Lot May 2013 - January 2014
Casa di Lisa September 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Teamwork, Research, English, Photoshop, Windows, Public Speaking, Social Media, HTML, Time Management, Outlook
Education
Boston University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Law
NCR Corporation February 2014 - Present
MassMutual Financial Group April 2012 - November 2013
Raytheon Company November 2006 - April 2012
American Multiline Corp May 2005 - November 2006
Eagle Technology Consultants December 2002 - May 2005
FICS November 2000 - December 2002
Cave Computer Solutions October 1998 - November 2000
Skills
Enterprise Architecture, SOA, TOGAF, Zachman, IT Strategy, IT Governance, Integration, Architecture Frameworks, Business Architecture, Cloud Computing, DoDAF, Business Alignment, Technical Leadership, FEAF, Strategic Thinking, Strategic Leadership, Emerging Technologies, Federal Enterprise..., ASP.NET, System Architecture, CISSP, Governance, Systems Engineering, .NET, JavaScript, Business Intelligence, Web Services, Architecture, CMMI, Solution Architecture, XML, Microsoft SQL Server, Visio, Business Process, Enterprise Software, Databases, Architectures
Education
Texas Tech Univ
BBA, Management Information Systerms & Gen. Bus.
Boston University
MS, Computer Information Systems
Health New England July 2013 - Present
Finanical Partners Inc. February 2013 - July 2013
Financial Partners Inc. January 2012 - January 2013
Financial Partners Inc. October 2010 - January 2012
MassMutual Financial Group January 2008 - February 2011
MassMutual Financial Group May 2005 - January 2008
MassMutual Financial Group July 2003 - May 2005
MassMutual Financial Group February 2003 - July 2003
MassMutual Financial Group January 2001 - January 2002
Wave Systems Corp January 1998 - January 2001
Skills
Resource Management, Vendor Management, Project Management, Six Sigma, Program Management, Operations Management, Strategic Planning, Agile Methodologies, Budgets, SDLC, Business Analysis, Business Requirements, Process Improvement, Insurance, Project Portfolio...
Education
Boston University 2002 — 2004
Certification in Project Management
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2002 — 2004
Master, Management Information Systems 2004
Western New England University 1991 — 1993
BSBA, Business
Forge Worldwide October 2012 - Present
LIVESTRONG Foundation October 2005 - Present
Toth + Co August 2011 - October 2012
FORGE worldwide April 2010 - August 2011
Digitas April 2008 - April 2010
MassMutual Financial Group July 2006 - April 2008
Entercom (WAAF, WEEI, WRKO, WQSX) 2001 - 2003
Sapient 1999 - 2001
EDS (Electronic Data Systems) 1997 - 1999
A.T. Kearney 1996 - 1997
Skills
Social Media, Non-profits, Broadcast, Web 2.0, Digital Marketing, Social Media Marketing, Digital Media, Digital Strategy, Digital Design, Online Marketing, Online Advertising, Online PR, Online Video, Resource Management, Resource Utilization, Offshore Project..., Web Project Management, Agile Project Management, Web Development, Web Analytics, Website Development, Website Management, Sysomos, Radian6, Digital, Public Relations, Interactive Advertising, Project Management, Interaction Design, Content Strategy, CRM, Integrated Marketing, User Experience, Email Marketing, Interactive Marketing
Education
Boston University
Business Management, Advertising
New York University
Film Production
GE September 2015 - Present
Staples January 2015 - May 2015
Boston College Law School August 2012 - May 2015
Tencent June 2014 - August 2014
MassMutual Financial Group June 2013 - August 2013
The Ohio State University January 2009 - May 2012
The Ohio State University September 2010 - June 2011
Dow Chemical June 2010 - August 2010
Guotai Junan Securities Co., Ltd June 2009 - August 2009
The Ohio State University August 2008 - July 2009
Skills
Data Analysis, PowerPoint, Microsoft Excel, Financial Modeling, Access, Economics, Microsoft Office, Financial Analysis, Statistics, Research, Microsoft Word, Accounting, Time Management, Finance, Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Boston College
Boston College
Boston College Law School
Doctor of Law (JD)
MassMutual Financial Group January 1989 - Present
Kaman Aerospace September 1986 - December 1988
Education
Boston College
BA, Business Management
Western New England College
MBA
MassMutual Financial Group
Skills
IT Project & Program..., IT Project Leadership, Data Analysis, Project Management, Operations Management, Team Management, Reporting & Analysis, Presentation Development, Group Presentations, Analytics, Leadership, Business Analysis, Process Improvement, Finance
Education
Boston College 2008 — 2008
Graduate Certificate, Project Management
University of Phoenix 2004 — 2007
Master’s Degree, Business Administration and Management, General
Rutgers University-New Brunswick 1990 — 1994
Bachelor’s Degree, Spanish Language and Literature
Rutgers University-New Brunswick 1990 — 1994
Bachelor’s Degree, Communication, General
MassMutual Financial Group March 2015 - Present
Prudential Financial January 2014 - March 2015
MetLife September 2006 - December 2013
Skills
Relationship Management, Project Management, Corporate Training, Sales, Variable Annuities, Fixed Annuities, Indexed Annuities, Investments, Risk Management, Financial Services, Retirement, Retirement Planning, Qualified Retirement..., 401k, Research, Customer Service, Marketing, Superior Work Ethic, Highly self-motivated, Energetic team player, Dedicated Professional, Organized Multi-tasker, Outstanding..., Microsoft Office, Web Hosting, Series 6, Series 63, Territory..., Licensed Life Insurance..., Wholesale, Insurance, Outside Sales, Sales Presentation..., Problem Solving, Employee Training, Management, Staff Supervision, Legal Research Skills, Event Management, Event Planning, Marketing Management, Life Insurance, Estate Planning, Retirement Benefits, Annuity Sales, iContact, Educational Leadership, Sales Rep Training, Possess strong..., Long-term Customer...
Education
Boston University 2008 — 2011
Master of Science in Management, Banking and Financial Services Management
Westfield State College 2001 — 2006
Bachelor of Science (BS), Elementary Education and Teaching
Westfield State College 2001 — 2006
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
MassMutual Financial Group April 2015 - Present
MassMutual Financial Group August 2012 - Present
Skills
Securities, Life Insurance, Fixed Annuities, Retirement Planning, Retirement, FINRA, Wealth Management, Insurance, Disability Insurance, Series 63, Long-term Care, Mutual Funds, Term Life Insurance, Investments, Financial Services, Universal Life, Series 6, Whole Life, Long Term Care Insurance, Sales Management, Employee Benefits, Estate Planning, 401k
Education
Bloomsburg University of Pennsylvania 1988 — 1990
teaching
Mahopac
MassMutual Financial Group January 2013 - Present
The Hartford January 2012 - December 2012
Verisight June 2011 - December 2011
The Retirement Advisor University (TRAU) January 2011 - June 2011
Oculus Partners January 2011 - June 2011
Franklin Consulting Group November 2009 - June 2011
JOHN HANCOCK RETIREMENT PLAN SERVICES (formerly Manulife Financial) March 2001 - November 2009
Manulife Financial 2001 - 2004
Allmerica Financial 1998 - 2001
Allmerica Financial January 1998 - January 2000
Skills
Strategy, Retirement Planning, Mutual Funds, Start-ups, Wealth Management, Investments, CRM, Strategic Financial..., Business Strategy, Retirement, 401k, SaaS, Insurance, Sales Management, Account Management, Leadership, Asset Managment, Employee Benefits, Fixed Annuities, Marketing, Financial Advisory, Pensions, Financial Services, Retirement Plan..., Mergers & Acquisitions, Relationship Management, Management, Selling, Business Planning, Series 63, Series 7, Finance, Asset Allocation, Business Development, Financial Planning, Sales
Education
Emory University - Goizueta Business School 2008 — 2010
MBA 2010, Business
University of Pennsylvania 1995 — 1995
Investment Institute- Wharton School of Business
Boston University 1990 — 1992
Financial Planning
University of Denver 1979 — 1981
BSBA, Hotel & Restaurant Management
Boston University 1975 — 1977
Liberal Arts
Capital One February 2011 - Present
Capital One Bank February 2011 - Present
Citigroup June 2009 - April 2010
MassMutual Financial Group September 2007 - April 2009
SRG America February 2005 - August 2007
Skills
Testing, SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Business Requirements, SharePoint, Data Modeling
Education
Birla Institute of Technology
Peoples high school
Liberty Mutual Insurance June 2015 - Present
Liberty Mutual Insurance September 2014 - June 2015
Liberty Mutual Insurance June 2014 - September 2014
Liberty Mutual Insurance May 2013 - August 2013
Liberty Mutual Insurance June 2012 - August 2012
MassMutual Financial Group June 2011 - August 2011
Town of Suffield July 2009 - September 2009
Skills
Microsoft Excel, Event Planning, Leadership, PowerPoint, Microsoft Office, Training, Customer Service, Editing, Program Management, Microsoft Word, Insurance
Education
Boston College 2010 — 2014
Economics, Management & Leadership
Suffield High School 2007 — 2010
Deloitte August 2015 - Present
Flynn Recreation Complex September 2014 - May 2015
Cadigan Alumni Center September 2014 - May 2015
Dudley Square Main Streets May 2014 - August 2014
MassMutual Financial Group June 2013 - August 2013
Center for Retirement Research at Boston College November 2012 - May 2013
MassMutual Financial Group June 2012 - August 2012
Stavros February 2010 - August 2012
St. Columbkille Elementary School February 2012 - May 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Mac, Leadership, Social Networking, PC, Research, Stata, Grant Writing, Program Management, Management
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (BS), Economics, International Relations
Florence University of the Arts 2013 — 2013
Bachelor of Science (BS), Economics, International Relations
Chicopee High School 2007 — 2011
High School Diploma
Citizens Bank April 2015 - Present
MassMutual Financial Group June 2013 - Present
BNY Mellon January 2011 - June 2013
PriceWaterHouseCoopers July 2006 - December 2007
Blue Cross Blue Shield of Massachusetts October 2005 - July 2006
Guardian Life Insurance January 2004 - July 2006
Brown Brothers Harriman May 2005 - October 2005
Mellon Bank September 2004 - May 2005
Guardian Life Insurance January 2004 - September 2004
STATE STREET CORPORATION January 1998 - June 2003
Skills
Accounting, Analysis, Financial Analysis, Process Improvement, Financial Reporting, Financial Services, Risk Management, Internal Controls, Program Management, Strategic Planning, Leadership, Finance, Data Analysis, Financial Statements, Nonprofits, Training, Management, Budgets, Portfolio Management, Account Reconciliation, Credit, Policy, Software Documentation, Forecasting, Project Planning, General Ledger
Education
Boston University
Post Graduate, Project Management
Salem State University
BS, Accountinng
Salem State University
Bachelor of Science, Business Administration; Accounting
Lincoln Financial Group July 2014 - Present
New Vantage Partners August 2013 - Present
Brant Point Consulting, LLC April 2012 - June 2014
New York Life Insurance Company October 2007 - March 2012
The Hartford April 2002 - September 2007
MassMutual Financial Group February 1997 - April 2002
The Paul Revere Insurance Group May 1974 - February 1997
Skills
Insurance, Chief Executive Officer, Chief Operating Office, Senior Executive..., Board Director, Chief Actuary, Full P&L Responsibility, International Business..., Emerging Markets, Actuarial Science, Disability Insurance, Employee Benefits, Life Insurance, Acquisitions, Mergers, Risk Management, Board Audit Committees, Financial Analysis, Strategic Planning, Sales Management, Talent Management, Marketing Strategy, Financial Reporting, Financial Services, Financial Modeling, International Joint..., Asia, Mexico, Insurance Distribution, Career Agency Systems, Brokerage Distribution, Bank Distribution, Direct Insurance Selling, Operations Management, Claims Management, Insurance Compliance, Underwriting, Technology for..., Mergers & Acquisitions, Business, Investments, Strategy, Fixed Annuities, Entrepreneurship, Finance, Leadership, Mutual Funds, Portfolio Management, Reinsurance, Retirement
Education
Boston College 1972 — 1974
MA, Mathematics
Boston College 1968 — 1972
BA, Mathematics
MassMutual Financial Group 2012 - Present
Staples, Inc. 2006 - 2012
Staples, Inc. 2000 - 2006
Creative Training Resources 1998 - 1999
Reebok International, Ltd. 1992 - 1997
Specialty Retailers 1983 - 1992
Skills
Strategic Busines..., Performance & Results..., Thought Leadership, Talent Development, People Leadership, Learning Management, Program Management, Curriculum Design &..., Facilitation, Competency and..., Innovation, Blended Learning, Experiential Learning, Distance Learning, Leadership Development, Management Development, Organizational..., Change Management, Team Building, Coaching, Strategic Planning, Project Management, Inventory Management, Sales Training, Negotiation, Customer Service, Supply Chain, Lean Methodologies, WMS (Warehouse..., Leadership, Workshop Facilitation, Talent Management
Education
Boston University
Masters of Education (EdM)
Ithaca College
Bachelor of Science (BS)
Avon Old Farms School June 2004 - Present
Chubb Specialty Insurance June 1997 - June 2004
MassMutual Financial Group June 1995 - June 1997
Coopers & Lybrand Consulting June 1993 - June 1995
Skills
Web Development, Process Control and..., Project Management, Microsoft Office, ODIN
Education
University of Massachusetts, Amherst 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
Boston College 1989 — 1993
Bachelor's Degree, Computer Science
New England IRB January 2015 - Present
Kennedy Middle School January 2014 - Present
MassMutual Financial Group July 2013 - January 2014
University of Massachusetts Amherst February 2012 - May 2013
MassMutual Financial Group June 2011 - August 2011
Skills
Research, Microsoft Excel, Editing, Teamwork, Facebook, Statistical Data..., Laboratory, Microsoft Office, Minitab, RefWorks, JSTOR, Presentations, Works Well in Groups, Biochemistry, Biology, Critical Thinking, Photoshop, Data Analysis, SAS programming, R, Experience Working with..., Enjoy Working with..., Enjoy Challenges, Teaching, Access, Time Management, Data Entry, PowerPoint, Spanish, Microsoft Word, Social Networking, Customer Service
Education
Boston University 2015 — 2017
Master of Public Health (MPH), Epidemiology
University of Massachusetts, Amherst 2009 — 2013
BS, Biology Major, Psychology Minor
East Longmeadow High School 2005 — 2009
MassMutual Financial Group February 2015 - Present
SEI Investments (Consultant) September 2014 - January 2015
Wells Fargo (Consultant) November 2013 - July 2014
U.S. Bank July 2007 - September 2013
Investors Bank & Trust June 2006 - July 2007
Skills
Financial Analysis, Financial Reporting, Analysis, Finance, Accounting, Financial Modeling, Risk Management, General Ledger, Access, Business Analysis, Process Improvement, Corporate Finance, Forecasting, SAP, Account Reconciliation, Auditing, Financial Accounting, Data Analysis, Hyperion HFM, Hyperion EPM, Hyperion Financial..., Shared Services, Hyperion Reports, Integration, Software Project..., Vendor Management, Software Development, SDLC, Financial Services, Management, Business Intelligence, Databases
Education
Boston University 2002 — 2008
University of the Punjab, Lahore 1988 — 1990
Masters of Business Education, Accounting and Finance
State Street Corporation 2007 - Present
Investors Bank & Trust February 2002 - June 2007
Persumma Financial February 2000 - December 2001
Epsilon October 1998 - February 2000
MassMutual Financial Group June 1996 - September 1998
Ramco Systems June 1994 - May 1996
Education
Birla Institute of Technology and Science, Pilani 1990 — 1994
MMS, Information Systems
Don Bosco Matriculation Higher Secondary School Tirupattur 1988 — 1990
MassMutual Financial Group January 2013 - Present
The Hartford December 2012 - Present
Sun Life Retirement Services January 2007 - 2008
MFS Investment Management 1996 - 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MBA
Brown University 1985 — 1989
BA, Mathematics
Fiduciary Benchmarks 2011 - Present
MassMutual Financial Group 2008 - 2009
The Hartford Insurance Group 2005 - 2008
Phoenix Life Insurance Company 2002 - 2004
American Skandia 1995 - 2002
MetLife 1994 - 1995
Toys R Us 1992 - 1994
Lakeland Savings Bank 1987 - 1992
Skills
Account Management, Sales Management, Fixed Annuities, New Business Development, Sales, Strategy, Management, Training, Start-ups, Project Management, Mutual Funds
Education
Bloomsburg University of Pennsylvania
Bachelor of Science, Business Administration/Management
MassMutual Financial Group May 2005 - Present
Loomis, Sayles & Company 1993 - 2005
Skills
Investments, Mutual Funds, Investment Strategies, Retirement Planning, Investment Advisory, Asset Management, Asset Allocation, Series 7, Alternative Investments, Investment Management, Series 63, Portfolio Management, Wealth Management, Securities, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
MBA, MSF
Boston College 1987 — 1991
BA, Economics & History
OneAmerica Financial Partners Inc. November 2013 - Present
Prudential Financial January 2013 - November 2013
Hartford Financial Services Group April 2011 - January 2013
MassMutual Financial Group October 2009 - April 2011
Mass Mutual Life Insurance Co. May 2008 - December 2009
Mass Mutual Life Insurance Co. November 2006 - May 2008
New York Life 2003 - 2006
ING Financial Partners 2000 - 2003
ING Investment Management 1999 - 2003
Skills
CRM, Estate Planning, Insurance, Leadership, Management, Marketing, Retirement, Retirement Planning, Sales, Recruiting, Sales Management, Sales Operations, Strategic Financial..., Strategy, Training, Financial Planning
Education
Boston University 2007 — 2009
B.S., General Studies
MassMutual Financial Group March 2006 - Present
MassMutual Financial Group March 2000 - March 2006
Skills
Training, Business Analysis, Product Development, Enterprise Software, Strategic Planning, Team Leadership, Management, CRM, Project Management, SDLC, Coaching, Cross-functional Team..., Process Improvement, Customer Service, Call Centers, Insurance, Vendor Management, Change Management, Agile Project Management, Risk Management
Education
Boston College 1993 — 1997
John Hancock Financial Services 2015 - Present
Partners HealthCare 2013 - 2015
MassMutual Financial Group 2013 - 2013
The Hartford 2008 - 2012
MFS Investment Management 1999 - 2007
Skills
Mutual Funds, 401k, Retirement, Retirement Plan..., Qualified Retirement..., Retirement Benefits, Defined Benefit, Defined Contribution, Investments, Pensions, Pension Administration, ERISA, Auditing, Non-Qualified Deferred..., Financial Services, Series 6, QKA
Education
Boston University
Drexel University
MassMutual Financial Group August 2015 - Present
Suffield High School 2009 - Present
MassMutual Financial Group December 2011 - August 2015
MassMutual Financial Group January 2005 - November 2011
MassMutual Financial Group January 2001 - December 2004
MassMutual Financial Group April 1999 - December 2000
MassMutual Financial Group June 1990 - April 1999
Skills
Leadership, Process Improvement, New Business Development, Vendor Management, Business Process..., Strategy, Business Analysis, Insurance
Education
Boston College 1986 — 1990
Bachelor of Science (B.S.), Finance
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
Sun Life Retirement Services January 2007 - March 2008
MFS Investment Management 1998 - 2008
State Street Bank and Trust 1997 - 1998
Skills
401k, Mutual Funds, Series 6, Retirement, Series 63, Pensions, Wealth Management, Relationship Management, Vendor Management, Defined Benefit, CRM, Insurance, Retirement Planning, IRAs, ERISA, Defined Contribution
Education
Boston College 1991 — 1995
Bachelor of Arts (B.A.), Communications and Marketing
Xaverian 1987 — 1991
MassMutual Financial Group June 2015 - Present
MassMutual Financial Group August 2011 - June 2015
Edwards Angell Palmer & Dodge LLP January 2005 - July 2011
Testa, Hurwitz & Thibeault, LLP September 2002 - January 2005
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
MBA
Boston College Law School 1998 — 2002
JD
College of the Holy Cross 1994 — 1998
B.A.
Killingly High School 1990 — 1994
Town of New Canaan Connecticut - Town Council November 2013 - Present
MassMutual Financial Group February 2008 - Present
The Jackson Laboratory August 2009 - Present
Boston College June 2000 - Present
Cross Ridge Capital, LLC May 2008 - Present
Rapid Ratings International, Inc January 2009 - Present
StarVest Partners, LP February 2009 - Present
Pro Mujer February 2012 - December 2014
Connecticut Housing Finance Authority August 2012 - September 2014
The New York Community Trust 2006 - December 2012
Skills
Mergers, Global Expansion, Talent Management, Venture Capital, Investments, Hedge Funds, Alternative Investments, Equities, Private Equity, Fixed Income, Financial Modeling, Investment Banking, Global Economy, Valuation, Investment Advisory, Finance, Financial Analysis, Asset Managment, Emerging Markets, Corporate Finance, Capital Markets, Portfolio Management, Bloomberg, Mutual Funds, Mergers & Acquisitions, Investment Management, Asset Management, Investor Relations, Start-ups, Financial Services, Securities, Strategy, Risk Management, Entrepreneurship, Equity Research, Financial Markets, Series 7, Due Diligence, Leadership, Strategic Financial..., Structured Finance, Financial Advisory, Asset Allocation, Corporate Development
Education
Harvard Business School - Executive Education 2013 — 2013
Certificate
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA
Boston College 1978 — 1982
BS
MassMutual Financial Group July 2014 - Present
CCO Investment Services Corp December 2003 - August 2012
WindRiver HSI 2000 - 2002
Skills
Asset Management, Finance, Financial Services, Financial Planning, Investments, Insurance, Mutual Funds, Retirement Planning, Securities, Series 63, Series 7, Strategic Financial..., Wealth Management, Banking, Risk Management
Education
Boston University 2008 — 2010
CFP
Fidelity Investments March 2014 - Present
MassMutual Financial Group January 2013 - February 2014
The Hartford January 2006 - January 2013
Thorbahn Associates December 2004 - December 2005
The Bostonian Group October 1999 - September 2004
New England Financial 1997 - 1999
Skills
Retirement, Investments, 401k, Qualified Retirement..., Pensions, ERISA, Mutual Funds, Retirement Planning, Financial Advisory, Employee Benefits
Education
Boston University
Certificate in Financial Planning
Saint Michael's College
PeopleFluent November 2014 - Present
The Boston Beer Company April 2014 - December 2014
OneBeacon Insurance November 2003 - March 2014
MassMutual Financial Group July 2000 - October 2003
Education
Boston College 1996 — 2000
B.S. Human Resources Management
MassMutual Financial Group June 2011 - Present
Choate, Hall & Stewart October 2007 - April 2011
Massachusetts Superior Court 2006 - 2007
Skills
Legal Research, Legal Writing, Securities Regulation, Litigation
Education
Boston College Law School 2003 — 2006
Juris Doctor
Georgetown University 1997 — 2001
BSFS, International Relations
MassMutual Financial Group September 2013 - Present
Genworth Financial April 2012 - July 2013
Genworth Financial September 2008 - March 2012
Genworth Financial August 2007 - August 2008
Sun Life Financial January 2000 - July 2007
Manulife Financial 1999 - 1999
Skills
Actuarial, Actuarial Science, Valuation, Reserving, Insurance, Pricing, Reinsurance, Embedded Value, ALM, Fixed Annuities, Solvency II, GGY Axis, Economic Capital, Prophet
Education
Boston University 1998 — 1999
Master's degree, Actuarial Science
MassMutual Financial Group September 1996 - Present
Education
Boston University
BS, Business Administration and Management / Finance
Boston University
MS, Computer Information Systems
Boston University
Graduate Certicate, Database Management & Business Intelligence
MassMutual Financial Group January 2013 - Present
The Hartford 2007 - 2012
MFS Investment Management 2001 - 2007
Skills
Instructor-led Training, Needs Analysis, Instructional Design, Training Delivery, Training, Onboarding, Employee Training, E-Learning, Organizational..., Business Analysis, Customer Service, Performance Management, Financial Services, Program Management, Process Improvement, Leadership
Education
Boston University 1995 — 1999
BA, Psycology
MassMutual Financial Group April 2014 - Present
MassMutual Financial Group June 2011 - April 2014
MassMutual Financial Group January 2007 - June 2011
MassMutual Financial Group October 2004 - January 2007
MassMutual Financial Group May 2003 - October 2004
MassMutual Financial Group July 1999 - April 2003
MassMutual Financial Group November 1997 - June 1999
MassMutual Financial Group March 1996 - October 1997
MassMutual Financial Group June 1995 - February 1996
Shawmut National Corporation July 1990 - June 1995
Skills
CIA, CFSA, CRMA
Education
University of Connecticut 1991 — 1995
MBA, Accounting & Finance
Boston College 1986 — 1990
BS, Finance
Innovative Financial Group September 2013 - Present
Capital Financial Group March 2011 - December 2011
MassMutual Financial Group March 2011 - December 2011
Securities America Advisors, Inc. February 2008 - March 2011
First Tennessee Bank 1998 - 1999
Education
Boston University 2005 — 2007
Financial Planning, Certified Financial Planning
Texas State University 1987 — 1990
BBA, Marketing, Finance
NXGEN Payment Services June 2015 - Present
MassMutual Financial Group January 2014 - June 2015
Arche Wealth Management October 2012 - November 2013
Qwest Communications February 2004 - March 2012
Skills
Merchant Services, Payment Card Processing, Electronic Payments, Credit Card Transaction..., Customer Service, Sales, Mobile Payments, Account Management, Team Building, Business Networking, Public Speaking, Credit Cards, Debit Cards, Credit Card Terminals, EMV, ACH, Tokenization, Presentations, Marketing, Public Relations, Training, Life Insurance, Whole Life, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Investments, Financial Services, Securities, Portfolio Management, Employee Benefits, Financial Analysis, Retirement Planning, Estate Planning, Strategic Planning, Leadership, Team Leadership, Sports Coaching, Budgets, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Windows, Political Science
Education
University of South Carolina-Columbia 1992 — 1994
Bachelor's Degree, Political Science and Government, 3.3 GPA
Boise State University 1990 — 1992
Cognizant Technology Solutions October 2003 - Present
MassMutual Financial Group 2008 - 2009
MassMutual Financial Group 2008 - 2009
Skills
Software Project..., Account Management, Program Management, Enterprise Architecture, Solution Architecture, Requirements Analysis, SDLC, Business Analysis, Requirements Gathering, IT Strategy, Agile Methodologies, SOA, Oracle, Java, Global Delivery, Informatica, SQL, Microsoft Excel, Process Excellence, PL/SQL, J2EE
Education
Kalyani Govt Engineering College 1999 — 2003
B.Tech, Electronics & Communications
Birla Institute of Technology and Science, Pilani
Master of Science (MS), Computer Software Engineering
Mercury Financial Group July 2013 - Present
Prudential Financial January 2013 - June 2013
The Hartford June 2010 - January 2013
MassMutual Financial Group March 2006 - April 2009
New York Life Insurance Company/ Eagle Strategies Registered Investment Advisor (RIA) January 2002 - March 2006
Skills
High Net Worth..., Charities, Financial Advisory, Retirement, Life Insurance, Trusts, Succession Planning, Strategic Financial..., Wealth, Insurance, Financial Services, Retirement Planning
Education
Boston University 2012 — 2016
Masters of Science
Western New England University 1994 — 1999
Bachelors
Franklin Institute of Boston 1987 — 1989
ASEE
minnechaug
MassMutual Financial Group
Skills
Series 24, Estate Planning, Insurance, Strategic Financial..., Fixed Annuities, Strategic Planning, Financial Services
Education
Boston College 1981 — 1985
CRICO March 2013 - Present
CRICO June 2011 - March 2013
MassMutual Financial Group October 2009 - June 2011
MassMutual Financial Group January 2007 - September 2009
MassMutual Financial Group February 1998 - January 2007
Provident Companies January 1993 - January 1998
KPMG Peat Marwick January 1988 - January 1992
Skills
Risk Management, Underwriting, Relationship Management, Leadership, Insurance, Employee Benefits, Strategy, Disability Insurance, Process Improvement, Management, Project Management, Finance, Financial Services, Claim, Business Development, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2002
MBA
Worcester State University
Bachelor of Science, Business Administration
Certified SCRUM Product Owner
Retired January 2013 - Present
Korn/Ferry International 2010 - 2012
OppenheimerFunds 2001 - 2009
MassMutual Financial Group 1997 - 2001
Babson Capital Management 1993 - 1997
Liberty Financial Services 1977 - 1993
Arthur Andersen & Co 1972 - 1977
Skills
Mergers & Acquisitions, Alternative Investments, Fixed Annuities, Defined Benefit, Financial Services, Mutual Funds, Equities, Retirement, Investments, Asset Managment, Fixed Income, Talent Management, Management Consulting, Investment Management, Hedge Funds, Due Diligence, 401k, Asset Management, Securities, Series 7
Education
Boston College 1967 — 1971
Bachelor of Science (BS)
MassMutual Financial Group August 2013 - Present
MassMutual Financial Group October 2010 - August 2013
MassMutual Financial Group June 2006 - October 2010
Mass Mutual April 2008 - December 2009
Morrison Mahoney LLP January 2005 - May 2006
Jackson Lewis LLP June 2002 - January 2005
Nixon Peabody October 1999 - June 2002
Skills
Employment Law, Series 7, Series 24, Admitted to..., Other admissions:..., CAMS
Education
Boston College Law School 1994 — 1997
J.D.
Mount Holyoke College 1989 — 1992
B.A., English/Music
MassMutual Financial Group March 2013 - Present
Piquant Media LLC dba Western ByWays Travel Magazine February 2013 - May 2013
Valley Office Systems September 2012 - January 2013
Allied Business Solutions November 2010 - July 2012
Little League/Nampa Valley Little League 2005 - 2011
Pitney Bowes 2009 - 2010
Home Instead Senior Care, Boise May 2009 - August 2009
Boise Office Equipment November 2006 - April 2009
Oce/Canon USA June 2004 - November 2006
IKON Office Solutions August 1984 - June 2004
Skills
Account Management, Sales Presentations, Sales Operations, B2B, Direct Sales, Cold Calling, Sales, Selling, Sales Process, Solution Selling, Sales Management, Customer Service, Marketing, Life Insurance, Term Life Insurance, Whole Life, Fixed Annuities, Long Term Care Insurance, Disability Insurance, Managed Print Services, Leadership, Team Building, Small Business, Marketing Strategy, Public Speaking, Negotiation
Education
Boise State University
Associates of Science, Sous Chef/Resturant
MassMutual Financial Group November 2013 - Present
MassMutual Financial Group November 2012 - November 2013
Massachusetts Mutual January 2006 - October 2012
Massachusetts Mutual Life Insurance Company 2002 - 2006
Skills
Insurance, Management, Employee Benefits, Sales, Disability Insurance, Life Insurance, Training
Education
Boston College 1991 — 1994
BA, Communications
Western New England University January 2006 - Present
Western New England University August 2011 - May 2012
MassMutual Financial Group June 1999 - November 2005
MassMutual Financial Group January 1993 - June 1999
Simmons College July 1986 - June 1991
Skills
Career Counseling, Career Development
Education
Boston University
M.S., B.S.
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
MFS Investment Management June 2002 - February 2008
Skills
ERISA, 401k, Mutual Funds, Pensions, Retirement, Financial Services, Investments, Employee Benefits, FINRA, Securities, Defined Contribution
Education
Suffolk University Law School 1993 — 1996
JD, Law
Boston College 1988 — 1992
BA, Psychology
MassMutual Financial Group August 2008 - Present
John Hancock Life Insurance Company (U.S.A.) April 2007 - July 2008
Skills
FINRA Series 7, Retirement, Mutual Funds, Retirement Planning, Sales Process, Sales, Securities
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2006
Bachelor of Business Administration, Finance and Operational Management
Boston College - Carroll School of Management 2002 — 2003
MassMutual Financial Group May 1979 - March 2014
Education
Boston University School of Law 1973 — 1977
LLM, Taxation
UConn Law 1968 — 1972
JD
Boston College 1963 — 1968
AB, Mathematics
The Hartford January 2010 - Present
MassMutual Financial Group January 2010 - November 2013
Education
Boston College 1970 — 1972
Master of Arts, English
Boston College
Bachelor of Arts (BA), English
MassMutual Financial Group August 2003 - Present
Diversified Investment Advisors 2000 - 2002
Putnam Investments 1993 - 2000
Skills
Relationship Management, 401k, Series 7, Series 63
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
MBA
The College of Wooster 1988 — 1992
BA, Business Economics
MassMutual Financial Group January 2013 - Present
New England College of Business and Finance January 1999 - Present
The Hartford January 2010 - December 2012
Education
Boston College
Bachelor of Arts (B.A.), English
Boston College
Master of Arts (M.A.), English
Brownstone Realty Group LLC 2012 - Present
Northeast Capital Investments LLC February 2011 - Present
Ambrose Properties New England, LLC November 2005 - Present
MassMutual Financial Group June 2003 - November 2005
Skills
Investments, Residential Homes, Real Estate, Short Sales, Property Management, Investors, Investment Properties, Real Estate Transactions, Rentals, Contract Negotiation, Sellers, Property, Negotiation, Loans, Due Diligence, Real Estate Economics, Real Estate Development, Real Estate Financing, Foreclosures, Brokerage, Real Property, Single Family Homes, Commercial Real Estate, REO, Selling, Leases
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
Masters Degree, Business Administration
Miami University 1995 — 1999
Bachelors of Science, Business Administration
Fidelity Investments May 2011 - Present
Boston College Football September 2008 - May 2012
MassMutual Financial Group 2010 - 2010
Skills
Facebook, Sponsorship, Social Media, Sports, Public Speaking, PowerPoint, Research, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing, Cold Calling, Actuarial Science, Employee Benefits
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics, Economics
Brewster High School 2004 — 2008
MassMutual Financial Group April 1997 - Present
Phoenix Life Insurance Company June 1982 - April 1997
Skills
Insurance, Investments, Strategic Financial..., Risk Management, Mutual Funds, Retirement Planning, Process Improvement, Financial Analysis, Financial Services, Series 7, Vendor Management, Business Analysis
Education
University of Hartford 1989 — 1991
Master of Business Administration (MBA)
Boston College 1978 — 1982
Bachelor of Arts (BA), Mathematics
MassMutual Financial Group
Skills
SDLC, Requirements Analysis, Requirements Gathering
Education
Boston College
Western New England College
MBA
Western New England College School of Law
JD, LLM, Tax, Estate Planning
Mary Kay Independent Beauty Consultant November 2014 - Present
Liberty Mutual Insurance June 2010 - Present
MassMutual Financial Group April 2005 - May 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Boston University
Project Management Certification
University of Phoenix
Criminal Justice Management