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
MassMutual Financial Group June 2014 - Present
Allegis Financial Partners June 2009 - June 2014
OneAmerica Financial Partners Inc. 2009 - June 2014
Beneficial Financial Group May 2007 - June 2009
China Rural Education Foundation 2007 - 2009
BYU-Idaho September 2005 - May 2007
Skills
Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Long-term Care, Strategic Financial..., Insurance, Loans, Credit Analysis, Life Insurance, Series 7, 401k, Leadership, Investments
Education
BYU-Idaho 2001 — 2007
Communications, Minor: chinese and business
Eppy Financial Group August 2012 - Present
MassMutual Financial Group January 2012 - November 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Customer Service, Access, Teamwork, Administrative..., Data Entry, Research, Time Management, Spreadsheets, Public Speaking, Event Planning, Financial Analysis, Data Analysis, Insurance, Leadership, Employee Benefits
Education
Florida Atlantic University 2013 — 2016
Neuroscience and Behavior, Biology, Pre-Medicine/Pre-Medical Studies
Broward Community College 2010 — 2012
Associate of Arts (A.A.), Biochemistry
Monarch High School 2006 — 2010
High School Diploma
In The Box October 2013 - Present
MassMutual Financial Group July 2008 - Present
Compex Integrated Systems February 2006 - July 2008
Quabaug Corporation September 2001 - August 2006
TekSystems October 2000 - February 2001
Skills
Disaster Recovery, Business Analysis, Websphere, SDLC, SQL, Java, JSP, Databases, Software Development, XML, ITIL, Microsoft SQL Server, JavaScript, Unix, SharePoint, Requirements Analysis, HTML, jQuery, Systems Analysis, Visual Basic, .NET, Eclipse, Windows, Visual Studio, Sybase, Java Enterprise Edition, UML, Borland Delphi, Mac OS X, Struts, Sybase ASE, SQL Server, sqlite, css, linux, filenet, Annuities, Lean Manufacturing, MS Project, Android Development, Manage Client..., C#, T-SQL, ASP.NET MVC, Data Modeling, Information Security, Testing, SOA, Requirements Gathering
Education
Brandeis University 2012 — 2015
Master of Software Engineering, Computer Software Engineering, 3.867
Worcester State College 2002 — 2008
Bachelor of Science, Computer Science
Quaboag Regional High School
Quaboag Regional High School
MassMutual Financial Group January 2013 - May 2013
DD Development LLC June 2012 - May 2013
The Hartford September 2010 - December 2012
Staples January 2008 - January 2010
McDonald's Corporation September 2007 - May 2009
Pier 1 Imports October 2004 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, DST, AS400 system, POS, UPS Shipping, Sametime, AWD, Avaya, Internet Explorer, Microsoft OS XP, 401k, 403 b, Mutual Funds, Process Improvement, Sales, Customer Service, Outlook, Inventory Management, Insurance, Time Management
Education
Bridgewater State College 2006 — 2008
Accounting and Finance
Tantasqua High School 2002 — 2006
Diploma, General Studies
MassMutual Financial Group April 2014 - Present
MassMutual Financial Group January 2013 - April 2014
The Hartford 2008 - December 2012
MFS Investment Management 1999 - 2008
Scudder Investments, Inc, 1996 - 1999
Skills
401k, Mutual Funds, Relationship Management, Project Management, Financial Services, Marketing Communications, Investments, FINRA, Customer Service, Strategic Planning, Vendor Management, Pensions, Thought Leadership, Direct Marketing, Equities, Integrated Marketing, Creative Direction, Account Management, Digital Marketing, Newsletters, Creative Writing
Education
Boston University Graduate School of Management
Master of Business Administration (M.B.A.)
Wheaton College (MA)
Bachelor's degree, International Relations and Affairs, French
Fuqua School of Business July 2015 - Present
Apple March 2015 - June 2015
Apple June 2013 - March 2015
Apple October 2011 - June 2013
SAS Financial - BYU September 2008 - June 2011
MassMutual Financial Group September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Finance, Financial Analysis, Management, Strategy, Product Marketing, Investments, Microsoft Excel, Leadership, Spanish, Sales, Marketing, Cross-functional Team..., Business Planning, Accounting, Business Analytics
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Brigham Young University - Marriott School of Management
Bachelor's Degree, Business Management - Finance
MassMutual Financial Group January 2014 - Present
Wells Fargo January 2013 - January 2014
Wells Fargo December 2011 - December 2012
Wells Fargo March 2011 - November 2011
Holiday Oil Co. April 2011 - May 2011
Missionary training center February 2010 - December 2010
Education
University of Utah - David Eccles School of Business 2014 — 2016
Master of Business Administration (MBA)
Brigham Young University 2010 — 2013
Bachelor of Arts (B.A.), 'Spanish Culture and Civilization' and 'Business Management'
Brigham Young University
Certified Spanish Certificate-Advanced Level
Central Security Group, Inc. October 2014 - Present
Ranger Technology Solutions September 2013 - September 2014
Vivint January 2006 - August 2013
Wencor November 2010 - April 2012
MassMutual Financial Group September 2009 - June 2011
Infinity Corp April 2009 - June 2009
Platinum Protection September 2007 - August 2008
Blueline Marketing/Star Uniform April 2005 - August 2005
Skills
Sales, Negotiation, Customer Service, Microsoft Office, B2B, Workshop Facilitation, Sales Management, Forecasting, Marketing, Strategic Planning, Budgets, Inventory Management, Team Building, Marketing Strategy, Training, Management
Education
Brigham Young University 2005 — 2008
B.S., Business Management
MassMutual Financial Group October 2011 - February 2012
TJX July 2009 - November 2009
MassMutual Financial Group November 2007 - May 2008
Fallon Community Health February 2007 - August 2007
The Hartford May 2006 - October 2006
Federal Home Loan Bank of Boston September 2005 - April 2006
The Hartford August 2003 - September 2005
Skills
Software Project..., Project Management, PMP, Program Management, Business Analysis, Requirements Analysis, SDLC, PMO, MS Project, Project Delivery, ITIL, Integration, Analysis, Business Process..., Cross-functional Team..., Microsoft Project, Vendor Management, Management, Business Process
Education
Boston University 2003 — 2003
Project Management Cetificate, Project Management
Jeppesen March 2014 - Present
Atlantic Aviation and Flight Center LLC January 2007 - December 2013
Bridgewater State College 2006 - 2008
MassMutual Financial Group October 2000 - September 2002
MassMutual Financial Group September 1998 - October 2000
United States Air Force October 1995 - September 1998
Mass Mutual September 1995 - September 1998
Skills
Aviation, Aircraft, CFI, Flights, Training, Flight Training, Management, Aircraft Maintenance, Program Management, Military Experience, Airlines, Human Factors, Business Development, Operations Management, Flight Planning, Analysis, Private Pilot, Piloting, Commercial Aviation, Airports, Flight Safety, Defense, Airworthiness, Project Management, Military, Avionics, Aerospace, General Aviation
Education
University of Phoenix 1992 — 1994
MAOM, Organizational Management, Completed 22 Credit hours
Bridgewater State University 1976 — 1979
BS Education, Education and Physical Education
Hampshire Regional High School
College Preparatory
Scottrade October 2014 - Present
MassMutual Financial Group January 2014 - October 2014
New York Life Insurance Company March 2012 - July 2013
Pacific Property Company December 2006 - July 2010
Accountants International January 2006 - December 2006
Education
Brown University
B.A.
New York University
Confluence Wealth Management June 2014 - Present
MassMutual Financial Group February 2010 - May 2014
Waiyee Carmen Wong, A Hawaii Law Corporation October 1999 - March 2010
County of Kauai 2004 - 2006
H&S Publishing :) 1992 - 1993
Skills
Estate Planning, Insurance, Retirement, Disability Insurance, 401k, Trusts, Legal Writing, Risk Management, Real Estate, Defined Benefit, Securities, FINRA, Public Speaking, Trust Services, Buy-sell Agreements, Asset Allocation
Education
University of Hawai'i at Manoa - William S. Richardson School of Law 1996 — 1999
Juris Doctor, Law
Brigham Young University - Hawaii 1985 — 1989
Bachelor of Science, Summa Cum Laude, Business Management
MassMutual Financial Group May 2015 - Present
MassMutual Financial Group May 2014 - May 2015
MassMutual Financial Group March 2012 - May 2014
MassMutual Financial Group January 2008 - February 2012
Skills
Financial Services, Investments
Education
Brandeis University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Munsun Assets Management Ltd January 2015 - Present
Truelight Energy August 2014 - January 2015
Shanghai Pudong Development Bank March 2013 - August 2013
MassMutual Financial Group June 2010 - December 2011
BoKang Pharmacy Company September 2008 - September 2009
RuiFeng Hotel June 2008 - September 2008
Skills
Customer Service, Teamwork, Financial Analysis, Research, Accounting, Data Analysis, Market Research, Sales, Microsoft Excel, Investments, Program Management, Banking, Equities, Credit, Microsoft Office, Financial Modeling
Education
Brandeis University 2013 — 2014
Master's degree, Finance, General, 3.85
University of Washington 2009 — 2013
Bachelor of Science (BS), Economics and Statistics, 3.7
MassMutual Financial Group April 2014 - Present
Foley Hoag LLP September 2003 - April 2014
- 1992 - 2000
Skills
Commercial Litigation, Litigation, Arbitration, Bankruptcy, Trials, Employment..., Employment Law, Hearings, Dispute, Licensing, Breach Of Contract, Legal Issues, Environmental Law, Trade Secrets, Intellectual Property, Civil Litigation
Education
University of Chicago Law School 2000 — 2003
Brandeis University 1987 — 1991
B.A., English Literature
Newton South High School
SSDS
MassMutual Financial Group July 2013 - Present
Colonial Life 2012 - Present
My3Kids Entertainment 2012 - Present
MetLife 2005 - 2012
Precocious Software 2000 - 2005
Skills
Entertainment, Music, Social Media Marketing, Sales, Social Media, Event Planning, Public Relations, Public Speaking, Marketing, Event Management, Small Business, Account Management, Recruiting, Employee Benefits, Training, Leadership, Team Building, Coaching, Sales Management, Social Networking, Insurance
Education
Bridgewater State College 1970 — 1975
Bachelor of Arts (BA), Social Sciences, 3.2
Braintree High School 1967 — 1970
College Prep
iProspect September 2015 - Present
iProspect September 2014 - August 2015
Marquette Group July 2013 - August 2014
Marquette Group June 2013 - July 2013
Starbucks September 2008 - July 2013
Bradley University August 2012 - May 2013
Peoria County Government May 2012 - August 2012
St. Jude Children's Research Hospital September 2011 - December 2011
MassMutual Financial Group May 2011 - September 2011
Skills
Social Media, Spanish, Microsoft Office, Microsoft Excel, Excel, Event Planning, Newsletters, Time Management, Google Adwords, SEM, Paid Search Campaigns, Writing, Adobe Creative Suite, PowerPoint, DoubleClick, Photoshop, Marketing, Keyword Advertising, Interactive Advertising, Google Analytics, Pivot Tables, Data Analysis, Word, PPC, Keyword Research, Digital Marketing, Search Advertising, Social Media Marketing, Paid Media, PPC Bid Management, Digital Media, YouTube, Facebook Marketing, Local Search, Lead Generation, Interactive Marketing, Keyword Generation, Remarketing, Ad Targeting, Display Advertising, Google Docs, Trend Analysis, Copywriting, Facebook, Advertising
Education
Bradley University 2012 — 2014
Master of Business Administration (MBA)
Bradley University 2007 — 2011
Bachelor of Arts, International Business & Spanish
Universidad de Sevilla 2010 — 2010
International Business
Brandeis Business Club Financial Audit InternShenhua Watermark Coal Pty Ltd2013 - July 2013
Citi June 2012 - August 2012
New Oriental Education & Technology Group (NYSE:EDU) January 2012 - February 2012
MassMutual Financial Group July 2010 - August 2010
Skills
Finance, Analysis, Accounting, Auditing, Budgets, Mergers & Acquisitions, Due Diligence, Portfolio Management, Business Strategy, Asset Management, Leadership, Bloomberg
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master's degree, International Finance, Real Estate, Human Resource
Brandeis University 2012 — 2014
Bachelor of Arts (BA), Economics
Johnson Controls November 2013 - Present
Johnson Controls December 2011 - November 2013
Middough Inc. July 2007 - December 2011
Middough Inc. 2006 - 2007
MassMutual Financial Group 2004 - 2005
Education
Bowling Green State University 2013 — 2014
Master of Business Administration (M.B.A.)
University of Toledo 2001 — 2004
Bachelor's Degree, Business Administration - Finance
Eastern Michigan University 2000 — 2001
United States District Court for the District of Puerto Rico May 2015 - Present
Boston University School of Law September 2014 - Present
MassMutual Financial Group December 2011 - August 2014
Community Music School of Springfield April 2010 - November 2011
TD July 2009 - November 2009
Cross-Cultural Solutions August 2008 - November 2008
The TemPositions Group of Companies June 2008 - November 2008
Skills
Public Speaking, Event Planning, Microsoft Office, Research, Fundraising, Microsoft Word, Customer Service
Education
Boston University School of Law 2014 — 2017
Juris Doctor (J.D.)
Barnard College, Columbia University 2004 — 2008
Bachelor's Degree, Music, Elementary Education
MassMutual Financial Group October 2014 - Present
Girard Securities October 2011 - October 2014
United Capital Financial Advisers, LLC October 2011 - October 2014
RN.org 2008 - 2011
Skills
Retirement Planning, Corporate Retirement..., Investment Planning, Personal Financial..., Marketing, Investments, Insurance, Pensions, Strategic Financial..., Retirement, Series 63, Investment Advisory, FINRA, 401k, Fixed Annuities, Series 7, Asset Allocation, Wealth Management
Education
Florida Atlantic University 2008 — 2011
Bachelor of Business Administration (B.B.A.), International Business/Trade/Commerce
Florida Atlantic University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Broward College 2004 — 2008
Associate of Arts (A.A.), International Business/Trade/Commerce
Lawrence CommunityWorks, Inc. August 2013 - Present
National Council of La Raza January 2009 - Present
Lawrence CommunityWorks, Inc. November 2004 - August 2013
MassMutual Financial Group August 2001 - November 2004
Skills
Nonprofits, Community Outreach, Program Development, Community Development, Public Speaking, Program Evaluation, Strategic Planning, Workshop Facilitation, Community Engagement, Non-profit..., Curriculum Development, Coaching, Grant Writing, Leadership, Non-profits, Organizational..., Policy, Policy Analysis, PowerPoint, Program Management, Staff Development, Team Building, Training, Volunteer Management, Community Organizing, Curriculum Design, Customer Service, Economic Development, Editing, Event Management, Fundraising, Government, Grants, Grassroots Organizing, Leadership Development, Proposal Writing, Public Policy, Social Media, Social Media Marketing, Social Networking, Spanish, Strategic Communications, Workforce Development, Youth Development
Education
Bowdoin College 1992 — 1995
MassMutual Financial Group January 1995 - Present
Education
University of Toledo 1995 — 1997
Bowling Green State University 1993 — 1995
The American College
Travelers December 2012 - Present
The Hartford October 2010 - August 2012
The Hartford October 2008 - October 2010
The Hartford December 2007 - October 2008
MassMutual Financial Group September 1996 - June 2007
MassMutual Financial Group January 1987 - September 1996
Skills
Strategic Initiatives, Acquisition Integration, Business Process..., Operations Management, Program Management, Vendor Management, Strategic Communications, Business Implementation, Life Insurance, Annuities, Retirement Plans..., Mutual Funds, Business Analysis
Education
Boston University - School of Management
MBA, Operations Management
Vanderbilt University
BE, Civil Engineering
Art Gamblin Motors March 2014 - Present
Art Gamblin Motors March 2013 - Present
MassMutual Financial Group April 2012 - December 2013
One America Financial Partners December 2006 - April 2012
Skills
Term Life Insurance, Disability Insurance, Life Insurance, Health Insurance, Long Term Care Insurance, Fixed Annuities, Indexed Annuities, Wealth Accumulation
Education
BYU-Idaho 2004 — 2007
Bachelor of Science, Marketing
Central Memorial High School 1996 — 2000
Pepperdine University Graziadio School of Business and Management July 2015 - Present
Duke University August 2010 - May 2015
LECG January 2008 - July 2009
LECG September 2006 - December 2007
MassMutual Financial Group May 2005 - August 2006
Education
Duke University 2009 — 2015
Doctor of Philosophy (PhD), Economics
Duke University 2009 — 2010
Master of Arts (M.A.), Economics
Brigham Young University 1999 — 2005
Bachelor of Arts (B.A.), Economics
MassMutual Financial Group December 2014 - January 2015
Brandeis University September 2014 - December 2014
National Teen Leadership Program July 2014 - July 2014
Apptopia May 2014 - July 2014
InfoTalk Corporation Limited June 2013 - August 2013
Man Kwong Publishing Co Ltd May 2013 - July 2013
Skills
Teamwork, Event Planning, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Chinese, Consulting, Microsoft Office, Start-up Consulting, Lead Generation, Analysis, Blogging, Leadership, Data Analysis, Marketing, Editing, Economics
Education
Wellesley College 2014 — 2017
Bachelor’s Degree, Economics, Philosophy
Brandeis University 2013 — 2014
Bachelor's Degree, Economics, Business, Philosophy, 3.8/4.0
Jazzercise Fitness Center of McLean June 2002 - Present
Saint Luke Catholic Church 2007 - 2010
BNY Mellon / The Boston Company 1996 - 1999
Cigna 1988 - 1996
MassMutual Financial Group 1983 - 1988
Education
Boston University School of Law
JD
University of Chicago
MA, Behavioral Sciences
University of Chicago
Bachelor of Arts (B.A.), Psychology
MassMutual Financial Group 2010 - Present
InterAction May 2006 - January 2010
Education
Georgetown University 2005 — 2005
Certificate of Financial Planning, Financial Planning
Boston University 1980 — 1984
B.S., Mass Communications
Lawrenceville School 1977 — 1980
Diploma
All Points Financial & Insurance Services October 2002 - Present
MassMutual Financial Group 2011 - 2011
Commonwealth Financial Group 2002 - 2008
EMC 1985 - 1989
Education
Boston University 1984 — 1985
Boston University Questrom School of Business 1980 — 1984
State Farm Insurance May 2012 - Present
MassMutual Financial Group February 2000 - May 2012
MassMutual Financial Group July 1997 - February 2000
Putnam Investments December 1996 - July 1997
Skills
Call Center, Six Sigma, Business Process..., Process Improvement, Continuous Improvement, Customer Satisfaction, Change Management, Insurance, Quality Assurance, Coaching, Customer Relations, Customer Service, Problem Solving, Performance Management, Team Building, Personnel Recruiting, Customer Retention, Cost Reduction, Strategic Planning, Project Execution, Performance Metrics, Leadership, Employee Training, Team Leadership, Call Centers, Financial Services, Personnel Selection, Risk Management, Vendor Management
Education
Bridgewater State College 1992 — 2015
Business Administration and Management, General
Commonwealth Financial Group September 2014 - Present
MassMutual Financial Group July 2011 - August 2014
Baystate Financial Services/ Strategic Financial Partners January 2004 - July 2011
Wachovia Securities, LLC January 2001 - December 2002
Prudential Financial August 1998 - January 2001
Skills
Networking, Management, Asset Management, Retirement Planning, Series 7, Financial Planners, Financial Services, Finance, Retirement, Wealth Accumulation, Series 6, Long Term Care Insurance
Education
Brandeis University 1994 — 1998
The American College
Aetna December 2014 - Present
Fruit Street Health April 2014 - August 2015
Aetna March 2013 - November 2014
Aetna December 2011 - March 2013
Aetna June 2005 - December 2011
MassMutual Financial Group December 1999 - May 2005
Financial Administrative Services (merged with CSC) September 1998 - December 1999
Connecticut Mutual (merged with Mass Mutual) June 1992 - August 1998
Skills
Program Management, Project Management, Project Planning, CRM, Data Warehousing, Budgets, IT Strategy, Project Coordination, Information Management, Finance, Project Portfolio..., SDLC, Business Analysis, Cash Management, Financial Planning, Vendor Management, Budgeting, Expense Reduction, Portfolio Management, Expenses, Management, Requirements Gathering, Program Delivery..., Agile & Waterfall..., Enterprise Integration, Strategy, Requirements Analysis, Leadership, Process Improvement
Education
Boston University 2003 — 2003
Project Management Professional, PMP
Regis University 1997 — 1999
MBA, Management and Finance
The Write Team, Inc. February 2002 - Present
Abbott & Shapiro, Inc. May 2014 - Present
CIGNA October 2012 - May 2014
CIGNA February 2011 - November 2012
Pfizer Global Research and Development June 2009 - May 2010
NetLib 2002 - 2010
MassMutual Financial Group 2008 - 2009
The Write Team, Inc. February 1994 - May 2008
WPBF-TV 25 (ABC) August 1989 - August 1994
US House of Representatives September 1986 - August 1989
Skills
Software Documentation, Visio, Technical Writing, SDLC, Technical Communication, Technical Documentation, Process Improvement, Content Management, Management, Manuals, SharePoint, FrameMaker, SnagIt, Online Help, RoboHelp, Software Project..., Camtasia, Business Analysis, Agile Methodologies, Program Management, Multi-channel Marketing, Content Strategy, Communications..., Multimedia Production, Content Development, Internal Communications, Marketing, Business Communications, Communications Skills..., Training, Web Development
Education
Trinity College-Hartford 2006 — 2011
MA, English (Writing, Rhetoric, & Media Arts)
Bowling Green State University 1982 — 1986
BA, Political Science, Computer Science
Commonwealth of Massachusetts September 2013 - Present
MassMutual Financial Group May 2013 - September 2013
Barnes & Noble March 2012 - April 2013
Education
Branford Hall Career Institute-Springfield Campus 2009 — 2010
Certificate, Medical/Clinical Assistant
Springfield Technical Community College 2008 — 2009
MassMutual Financial Group August 2008 - Present
Towers Watson October 2005 - August 2008
Watson Wyatt Worldwide August 2003 - October 2005
Skills
Pension Valuation and..., Microsoft Excel, Data Analysis, Financial Modeling, Microsoft Office, Statistics, Microsoft Word, Analysis, Business Planning, Research, Strategic Planning, Public Speaking, Project Management, PowerPoint, Leadership, Business Strategy, Customer Service, Insurance, Pensions, Actuarial Science, Valuation, VBA, Defined Benefit
Education
University of Massachusetts, Amherst
Master of Science (MS), Applied Mathematics
Brigham Young University
Bachelor of Science (BS), Chemical Engineering
VHHS
SC&H Group November 2014 - Present
Deloitte August 2014 - October 2014
Deloitte July 2012 - August 2014
Brigham Young University May 2011 - May 2012
EQUINOX Business Solutions January 2012 - April 2012
Deloitte May 2011 - August 2011
ProStar Management February 2010 - May 2011
MassMutual Financial Group May 2010 - July 2010
Education
Brigham Young University 2011 — 2012
Master of Accounting - Taxation
Brigham Young University 2007 — 2011
Bachelor of Science (B.S.), Accounting
State Farm Insurance June 2008 - Present
State Farm Insurance April 2004 - June 2009
MassMutual Financial Group April 1997 - October 1998
Chartered Health Plan March 1996 - April 1997
The Athlete's Foot December 1992 - March 1996
The Athlete's Foot December 1992 - March 1996
Skills
Community Outreach, Non-profits, Claims, Budgeting, Insurance, Community Relations, Customer Service, Customer Relations, Strategic Planning, Media Relations, Mentoring, Internal Communications, Strategic Communications, Public Speaking, Philanthropy, Coaching, Negotiation, Social Media, Public Relations, Claims Management, Volunteer Management, Supervisory Skills, Claim, Event Planning, Budgets, Event Management, Nonprofits, Community Development, Marketing, Management, Fundraising, Public Affairs, Organizational..., Facebook, Newsletters, Project Management, Speech Writing, Program Management, Analysis, Crisis Communications, Employee Training, Project Planning, Corporate Communications, Communication Training, Sales
Education
Bowie State University 1997 — 2001
Masters, Business Management
Hampton University 1988 — 1992
BS, Marketing
DeMatha High School 1984 — 1988
Covestor 2013 - Present
Guardian Life Insurance 2010 - 2013
MassMutual Financial Group 2006 - 2009
MassMutual Financial Group 2002 - 2006
MassMutual Financial Group 2000 - 2001
MassMutual Financial Group 2000 - 2000
Cypress Holding Company 1997 - 2000
Federated Investors 1995 - 1997
Allmerica Financial 1992 - 1995
Fleet Bank 1991 - 1992
Skills
Strategic Planning, Leadership, Sales, Product Innovation, Market Development, Financial Services, Mutual Funds, Insurance, Thought Leadership, Marketing Strategy, Investments, Segmentation, Social Media Marketing, Marketing, Product Marketing, Lead Generation, Social Media, Risk Management, Cross-functional Team..., Team Building, Strategy, Executive Management, Management, Business Planning, Product Management, Brand Management, Business Strategy, Series 7, CRM, Marketing Communications, Direct Marketing, Analytics
Education
Northwestern University - Kellogg School of Management
Executive Program
Boston University Questrom School of Business
MBA, Marketing & Economics
Clark University 1978 — 1982
BA, Economics
Standard and Poor's July 2013 - Present
Brandeis University and Boston College September 2010 - May 2013
Congressional Budget Office June 2010 - August 2010
MassMutual Financial Group January 2003 - June 2006
Upward Bound Trio-Program May 2001 - August 2002
Skills
Analysis, Data Analysis, Econometrics, Statistics, Economics, Stata, Quantitative Analytics, Matlab, GAMS, Labor Economics, CGE Modeling, Development Economics, Open-Economy..., Financial Modeling, Computational Economics, Bloomberg, Statistical Modeling, Macroeconomics, Economic Research, Eviews, Time Series Analysis, Research
Education
Brandeis University, Lemberg - International Business School 2008 — 2013
Ph.D., M.S. and M.A., International Economics and Finance
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2006
MBA-Professional's, Business Management
St. Olaf College 1998 — 2002
BA, Mathematics, Statistics
St. George's College, Mussoorie, India
I.S.C, Science, 11 and 12
St.Xavier's School, Kathmandu, Nepal
S.L.C, 1 to 10
MassMutual Financial Group May 2008 - Present
Putnam Investments 1993 - 2008
Mercer 2005 - 2006
Skills
Series 7, 401k, Retirement, Relationship Management, Management, Retirement Planning, Mutual Funds, Series 63, Defined Contribution, Series 6, Asset Allocation, Employee Benefits, Insurance, Pensions
Education
Bridgewater State University 1991 — 1995
Bachelor’s Degree, Business Administration and Management, General
NUVO Bank & Trust Company May 2009 - Present
Baystate Health 1994 - 2011
Baystate Health 1994 - 2011
MassMutual Financial Group September 2000 - February 2009
Sovereign Bank October 1999 - August 2000
Bank of Boston January 1996 - September 1999
BayBank September 1989 - December 1995
Education
Boston University Questrom School of Business 1978 — 1980
MBA, General Business
Boston University School of Law 1976 — 1979
JD, Law
Tufts University 1972 — 1976
BA, History and English
MassMutual Financial Group October 2013 - Present
First Floridian Cons. Grp, Inc. December 2001 - August 2013
Skills
New Business Development, First Time Home Buyers, Real Estate, Asset Management, Real Estate Development, Project Management, Start-ups, Finance, Retirement Planning, Life Insurance, Strategic Financial..., Investments, Management, Strategy, Forecasting, Financial Services
Education
Boston University 1993 — 1995
Masters, Business Administration and Management, Finance
European Business School (EBS) - London 1988 — 1992
BA (Hons.), Business Administration and Management, General
Alpine Insurance Agency October 2009 - Present
MassMutual Financial Group May 2005 - Present
Skills
Retirement Planning, Investments, Commercial Insurance, Insurance, Estate Planning, Fixed Annuities, Disability Insurance, Term Life Insurance, Retirement, Long-term Care, Life Insurance, Health Insurance, 401k, Property & Casualty..., Whole Life
Education
Brigham Young University 2003 — 2005
Bachelor's of Science, Business Management
Brigham Young University - Idaho 1999 — 2002
Associates, Information Systems
MassMutual Financial Group February 2015 - Present
MassMutual Financial Group October 2013 - February 2015
MassMutual Financial Group April 2013 - October 2013
MetLife March 2011 - August 2012
The Hartford 2003 - 2009
Skills
Claim, Insurance, Financial Services, Mutual Funds, Policy, Life Insurance, Disability Insurance, Time Management, Claims Management, Underwriting, Health Insurance
Education
Branford Hall Career Institute-Windsor Campus 2009 — 2010
Certification, Professional Medical Assistant
Manchester Community College 1992 — 1996
Associates Degree, Legal Studies, General
East Windsor High School 1982 — 1986
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Cigna November 2014 - Present
MassMutual Financial Group November 2013 - November 2014
Aerotek Engineering October 2011 - October 2013
BBVA Compass October 2005 - November 2011
Wells Fargo August 1998 - October 2002
Stage Stores January 1996 - August 1998
Bowling Green State University 1992 - 1998
Skills
B2B, People Management, Coaching, Sales Management, Account Management, Technical Recruiting, Staffing Services, Temporary Placement, Sales, Management, Contract Recruitment, Process Improvement, Customer Service, Team Building, Leadership, Applicant Tracking..., Recruiting, Screening Resumes, Business Development, Employee Training, Interviews, Strategic Planning, Cold Calling, Training, Talent Acquisition, Networking, Marketing, College Recruiting, Executive Search, Team Leadership, Screening, Employee Relations, CRM, Microsoft Office, Retail, Leadership Development, Human Resources, Resume Writing, Sourcing, Temporary Staffing, Benefits Negotiation, Business Networking
Education
Bowling Green State University 1992 — 1998
BA, Communications
Ramapo High
Cigna: Agile Center of Excellence April 2015 - Present
Travelers October 2014 - March 2015
GSN (TV & Games) June 2014 - October 2014
Artech:Accenture:Cigna May 2013 - January 2014
Sun-Jupiter Productions LLC January 2011 - April 2013
MassMutual Financial Group May 2008 - December 2010
CBRE Realty Finance June 2005 - June 2007
Diversified Investments International January 2001 - January 2004
Global Passages Unlimited January 1992 - March 2000
Skills
Agile Methodologies, Project Planning, Agile Project Management, Collaboration Solutions, Scrum, Collaborative Problem..., Kanban, Team Building, Servant Leadership, Distributed Team..., SAFe - Scaled Agile, Strategy, Business Strategy, Product Road Mapping, Business Analysis, Lean Tools, Business Process..., Lean Six Sigma, Risk Analysis, Mergers & Acquisitions, Mergers, International Real..., New Business Development, Mutual Funds, Fixed Income, CRE CDO's, Real Estate Economics, Budgets, Financial Risk, Film Production, Screenwriting, Film Finance, Waterfall, Project Management,..., SDLC, Project Management, Leadership, Management, Process Improvement, Microsoft Office, Analysis, Insurance, Visio, Customer Service, Training, Software Development, Program Management, Requirements Gathering, Requirements Analysis, Software Documentation
Education
Northeastern University 2007 — 2014
BA Communications - in process, Communications Technology/Technician, 3.45
New York University 2011 — 2012
Film & Television Producers Certification, Certified
Boston University 2007 — 2012
Certified Business Analyst & Project Manager
MassMutual Financial Group June 2014 - Present
Loomis Sayles & Company October 2001 - May 2014
Visible Markets 2000 - 2001
Linedata 1998 - 2000
DST Global Solutions 1996 - 1998
Skills
Fixed Income, Asset Management, Investments, Technology Development, Technology Planning, Technology..., Equities, Alternative Investments, Analytics, Asset Managment, Bloomberg, Bonds, Capital Markets, Derivatives, Disaster Recovery, Executive Management, Financial Services, Hedge Funds, IT Strategy, Investment Management, Leadership, Mutual Funds, Risk Management, Trading, Trading Systems, Vendor Management
Education
Boston University - School of Management 2008 — 2009
MBA
Villanova University 1991 — 1995
BA
Scranton Central
MassMutual Financial Group September 2013 - Present
Robinson & Cole September 2007 - August 2013
Massachusetts House of Representatives - Joint Committee on Revenue October 2005 - January 2007
Donovan Hatem LLP 2004 - 2004
Institute of Politics 2001 - 2002
Gore Lieberman 2000 August 1999 - December 2000
NH House of Representatives 1998 - 1999
Hon. Paul Kanjorski 1998 - 1998
Education
Boston University School of Law 2006 — 2008
LL.M., Graduate Tax Program
Northeastern University School of Law 2003 — 2005
J.D., Law
Franklin & Marshall College 1994 — 1998
MassMutual Financial Group July 2012 - Present
MassMutual Financial Group January 2007 - June 2012
MassMutual Financial Group August 2005 - December 2006
MassMutual Financial Group September 2003 - July 2005
Skills
Series 6, Series 63, 401k, Series 7, Mutual Funds, Retirement, Investments, Asset Allocation, Retirement Planning, Securities, Interviewing Skills, FINRA, Fixed Annuities
Education
Boston University - School of Management 1999 — 2003
Business Administration, Accounting
ASML October 2011 - Present
Amherst Analytics August 2008 - October 2011
MassMutual Financial Group January 2009 - May 2011
Focus Enhancements November 1996 - August 2008
Skills
Java, .NET, Software Development, Project Management, Unix, C++, C, Python, Embedded Software, Software Engineering, Software Design, C#
Education
State University of New York College at Potsdam 1983 — 1983
BA, CIS
Rochester Institute of Technology 1980 — 1982
na, Comp. Sci.
Broome Community College 1978 — 1980
AS, Comp. Sci.
Santander Bank, N.A. August 2015 - Present
Citizens Bank April 2012 - August 2015
Family Nurturing Center of MA March 2013 - March 2015
Citizens Bank May 2011 - April 2012
State Street March 2011 - May 2011
State Street August 2006 - March 2011
NaviMedix 2005 - 2006
ING 2004 - 2005
MassMutual Financial Group 1998 - 2002
Skills
SDLC, Risk Management, Business Intelligence, Cognos, Crystal Reports, Database Design, SQL Server, Oracle SQL, T-SQL, Data Analysis, Project Implementation, Business Process..., Project Planning, Six Sigma, Credit Risk, SQL, Financial Analysis, Microsoft SQL Server, Databases, Enterprise Risk..., Financial Risk, Analytics, Visio, Leadership, Business Analysis
Education
Boston University - School of Management 2009 — 2012
Master of Business Administration (MBA), Strategy and Business Analysis; Operations and Technology Management
Worcester Polytechnic Institute
BS, Computer Science
Stillwater Designs, Inc. - KICKER December 2004 - Present
Stillwater Designs, Inc. - KICKER May 2000 - December 2004
Innovative Sales & Marketing January 1998 - May 2000
Alpine Electronics of America, Inc. 1996 - 2000
MassMutual Financial Group June 1993 - December 1998
Skills
New Business Development, Product Marketing, Customer Service, Sales Management, Account Management, Marketing, Microsoft Office, PowerPoint, Strategic Planning, Microsoft Excel, Business Strategy, Trade Shows, Product Development, Consumer Electronics, Marketing Strategy, Retail, Negotiation, Advertising, B2B, Public Relations, Sales, International Sales, Market Planning, Competitive Analysis, Key Account Management, Contract Negotiation, Selling, Automotive, Social Media Marketing, Sales Process, Event Planning, Sales Operations, Direct Sales, Business Development, Cross-functional Team..., Team Building, Event Management, Customer Satisfaction, Manufacturing, Brand Development, Marketing Management, Management, Strategic Partnerships, Electronics, Product Launch, Project Management, P&L Management, Merchandising, Pricing, Brand Management
Education
Brigham Young University 1987 — 1993
BA, International Relations & Asian Studies
Hillcrest high 1983 — 1986
Hillcrest high 1982 — 1986
MassMutual November 2006 - Present
MassMutual Financial Group 1993 - Present
Coopers & Lybrand (Now PWC) September 1986 - April 1993
Skills
Retirement Planning, Retirement, Estate Planning, Life Insurance, Fixed Annuities, Wealth Management, Strategic Financial..., Series 7, 401k, Estate Law, Wealth, Financial Advisory, Tax, Financial Services, Personal Financial..., Employee Benefits, Defined Benefit, Financial Planners, Business Planning, Investments
Education
Boston University School of Law 1988 — 1991
LLM in Tax
University of Pittsburgh School of Law 1983 — 1986
JD
Waynesburg University 1979 — 1983
BS, Accounting/Political Science
MassMutual Financial Group May 2002 - Present
Skills
I can do hard things, HTML, Java, SQL, C#, AJAX, JSP, CSS, C++, JavaScript, Visual Basic, jQuery, PHP, Oracle
Education
Brigham Young University 1989 — 1993
BS, Mechanical Engineering
1-800 CONTACTS August 2015 - Present
The Boston Consulting Group August 2012 - August 2015
MassMutual Financial Group July 2008 - April 2012
Latham & Watkins May 2011 - July 2011
Ray Quinney & Nebeker May 2010 - August 2010
Skills
Private Equity, Due Diligence, Investments, Valuation, Financial Modeling, Wealth Management, Financial Analysis, Corporate Finance, Business Strategy, Management Consulting, Strategic Financial..., Finance, Venture Capital, Mergers & Acquisitions, Portfolio Management, Financial Services, Management, Public Speaking
Education
University of Virginia School of Law 2009 — 2012
J.D.
Brigham Young University 2002 — 2008
B.S., Finance, English
BB&T 2014 - Present
Alexion Pharmaceuticals 2010 - 2014
MassMutual Financial Group 2009 - 2010
Burton Snowboards 2007 - 2009
MassMutual 2004 - 2007
Accenture 2003 - 2003
Reebok 1999 - 2003
Slade Gorton 1997 - 1999
Skills
SAP, SAP BW, SAP Netweaver, SAP R/3, Business Intelligence, Business Objects, ABAP, ERP, SAP XI, ECC, SAP ERP, Oracle, SAP Implementation, SAP BI, Business Analysis, Solution Architecture, SDLC, ITIL, Databases, Unix, Microsoft SQL Server, HP-UX, Performance Tuning, Data Migration, AIX, IBM AIX
Education
Brandeis University 1992 — 1996
BA, Music
United Planners Financial Services March 2014 - Present
Mutual of Omaha March 2012 - March 2014
MassMutual Financial Group 2009 - 2012
Lincoln Financial Distributors 2008 - 2009
Principal Financial Group 2006 - 2008
ADP 2004 - 2006
Contemporary Pensions Inc. 2001 - 2004
PacLife 1997 - 2001
MetLife Financial Services 1992 - 1997
Skills
401k, Retirement Planning, Retirement, Financial Advisory, Employee Benefits, Series 63, Life Insurance, Mutual Funds, Investments, Uniform Combined State..., Defined Benefit, Series 7, Strategic Financial..., Sales, Pensions, TPA, DCID, Profit Sharing, IRAs, Disability Insurance, Insurance, Financial Planners, Retirement Plan..., Variable Annuities, Financial Services, Estate Planning, Asset Management, Wealth Management, Qualified Retirement..., Finance, ETFs, DCIO, series 66, AIF, Retirement Benefits, Financial Planning
Education
Brigham Young University 1988 — 1992
BS
Alta High School, Sandy, UT 1982 — 1986
Google March 2014 - Present
Johnson & Johnson HCS November 2012 - March 2014
MassMutual Financial Group April 2012 - November 2012
CVS Caremark Corporation September 2009 - April 2012
Olson Global Markets June 2001 - September 2008
Skills
Workforce Management..., Strategic Planning, Capacity Planning, Business Analysis, Staffing, Workforce Management, Performance Management, Management, Training, Call Centers, Strategy, Process Improvement, Leadership, Cross-functional Team..., Vendor Management, Project Management, Real Estate, Program Management, Forecasting
Education
Boston University 1997 — 2001
BS, Communications - Film & Television
MassMutual Financial Group March 2010 - Present
MassMutual Financial Group 2003 - 2013
MassMutual Life Insurance January 2002 - September 2009
MassMutual Financial Group 2007 - 2009
MassMutual 2003 - 2009
Adecco Temp Agency January 2001 - January 2002
Universal Instruments Corp January 1981 - January 2001
IBM Corporation 1979 - 1980
Skills
Talent Management, Customer Service, Sales, Access, Human Resources, Recruiting, Process Improvement, Microsoft Excel, Microsoft Word, Investments, Financial Services, Marketing
Education
Binghamton North High School
Broome Community College
Marketing
Broome Community College
Brandeis International Business School August 2015 - Present
Deloitte Consulting June 2015 - August 2015
Guosen Securities May 2015 - June 2015
Dezan Shira & Associates January 2015 - April 2015
Guotai Junan Securities March 2014 - May 2014
China Everbright Bank July 2013 - September 2013
MassMutual Financial Group February 2013 - March 2013
Skills
Corporate Finance, Management Consulting, Microsoft Office, Data Analysis, Financial Analysis, Leadership, Risk Management, Financial Accounting, Industry Research, Matlab, Java, Investments, Eviews, Finance, Financial Modeling, Microsoft Excel, PowerPoint
Education
Brandeis International Business School 2014 — 2016
Master of Arts in International Economics & Finance, Master of Arts (M.A.)(GPA:3.7/4.0)
Zhejiang University 2010 — 2014
Polymer Materials & Engineering, Bachelor of Engineering (B.E.)(GPA:3.77/4.0)
The Chinese University of Hong Kong 2013 — 2013
Asset Management of Asian Family Business
University of California, Davis 2012 — 2012
Attend academic lectures in economics and politics
Residential Mortgage Services, Inc. -- NMLS#1760 May 2015 - September 2015
Bluefin Robotics August 2012 - December 2012
Aerie by American Eagle Outfitters January 2010 - January 2012
Danish Delights at BYU-Idaho September 2011 - December 2011
MassMutual Financial Group January 2011 - April 2011
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, Finance, Google Adwords, Marketing, Organization, Microsoft Office, Time Management, Critical Thinking, Training, Teamwork, Leadership, Market Research, Research, Accounting, Social Media, QuickBooks, Customer Service, Spanish
Education
Brigham Young University - Idaho 2009 — 2013
Bachelor of Science (BS), Business Management with a dual emphasis in Finance and Marketing
Pinkerton Academy High School 2005 — 2009
Finance
Wrike August 2015 - Present
Odoo January 2015 - Present
Intuit October 2014 - January 2015
Yelp May 2013 - August 2014
JPMorgan Chase June 2012 - May 2013
MassMutual Financial Group December 2011 - June 2012
Fund for Public Interest Research July 2011 - December 2011
Cruz del Norte High School in Portoviejo, Ecuador July 2010 - July 2011
Johnson, Gaver and Leach, LLP September 2009 - July 2010
Skills
Creative Writing, Microsoft Office, Windows XP Pro, PowerPoint, Microsoft Excel, Research, Fundraising, Public Speaking, Data Analysis, Sales Prospecting, Client Prospecting, Business Networking, SPSS, Spanish
Education
Bowdoin College 2006 — 2010
Bachelor of the Arts and Bachelor of the Sciences, English and Economics
National Outdoor Leadership School 2008 — 2009
Certified to Lead Outdoor Backpacking Courses
Santa Catalina School 2002 — 2006
Cambridge CELTA
CELTA
Fidelity Investments November 2013 - Present
MassMutual Financial Group January 2013 - November 2013
New York Life January 2009 - December 2012
New York Life July 2003 - January 2009
Skills
Insurance, Long Term Care, Annuities, Retirement Planning, Retirement, Long-term Care, Fixed Annuities, Strategic Financial..., Disability Insurance, Wealth Management, Life Insurance, Customer Service, 401k, Estate Planning, IRAs, Mutual Funds, Financial Planners, Buy-sell Agreements, Recruiting, Term Life Insurance, Wealth Accumulation, Small Business, Series 7, 401k Rollovers, Long Term Care Insurance, Series 6, Employee Benefits, Health Insurance, Financial Services, Finance, Mortgage Lending, Whole Life, Series 63, Securities, Underwriting, Investments, Variable Annuities, Loans, Wealth, Financial Advisory, Risk Management, Asset Allocation, Workers Compensation, Investment Strategies, Credit, Retirement Plan..., Qualified Retirement...
Education
Brigham Young University 1991 — 1997
Bachelor of Science, Pre-Physical Therapy Studies
COUNTRY ® Financial January 2011 - Present
MassMutual Financial Group January 2010 - December 2010
Skills
Long Term Care Insurance, Insurance, Disability Insurance, Life Insurance, Strategic Financial..., Finance, Financial Services, Marketing, Fixed Annuities, Retirement Planning, Long-term Care, Leadership, Term Life Insurance, Sales, Financial Planning, Customer Service, Retirement, IRAs
Education
Bradley University 2004 — 2008
Bachelors, Political Science
Seymour & Associates June 1996 - Present
MassMutual Financial Group January 2009 - September 2012
Seymour and Associates a General Agency of MassMutual Financial Group June 1999 - January 2009
Education
Bowling Green State University 1993 — 1995
AeroTech
Central Catholic High School 1989 — 1993
Little Flower
The American College
American International College May 2015 - Present
Cambridge College August 2011 - Present
Independent Contractor February 2009 - Present
Concept Computers January 2008 - Present
MassMutual Financial Group January 2014 - January 2015
Skills
Troubleshooting, Servers, Active Directory, Operating Systems, Linux, Networking, Software Installation, Network Security, Computer Repair, Printers, Computer Security, Perl, Programming, Microsoft Office, Help Desk Support, Cisco Technologies, Virus Removal, Customer Service, Peripherals, Group Policy, Patch Management, A/V systems, System Configuration, Windows Registry, Databases, Remote User Support, Biometrics, Data Entry
Education
Springfield Technical Community College 2013 — 2015
Associate's degree, Computer Science
Branford Hall Career Institute-Springfield Campus 2008 — 2009
Networking Management, System, Networking, and LAN/WAN Management/Manager
High School of Science and Technology 1997 — 2000
Diploma, General
MassMutual Financial Group June 2015 - Present
Brandeis University August 2012 - Present
Computer Science Department, Connecticut College June 2011 - August 2012
Information Services, Connecticut College August 2008 - August 2012
IEEE Computational Intelligence Society June 2011 - June 2012
Computer Science Department, Connecticut College September 2011 - May 2012
Computer Science Department - Connecticut College September 2009 - May 2012
Computer Science Department, Connecticut College June 2010 - May 2011
Skills
Python, Java, Computer Science, Artificial Intelligence, Programming, Research, Linux, Matlab, Algorithms, Software Development, Computer Repair, Scheme, MySQL, Computer Hardware, HTML, OS X, Evolutionary Computation, Data Analysis, SQL, LaTeX, Mac OS X, HTML 5, Hadoop, MapReduce, JavaScript, Data Mining, PHP, Operating Systems, Object Oriented Design, Robotics, Windows, CSS, Customer Service, Computer Maintenance, Git, Github, Agile Methodologies, Heroku, Ruby on Rails, Ruby, jQuery, Microsoft Office, PowerPoint, Machine Learning, Microsoft Excel, Social Media
Education
Brandeis University 2012 — 2016
Doctor of Philosophy (Ph.D.), Computer Science, 3.59
Brandeis University 2012 — 2014
Master's Degree, Computer Science, 3.59
Connecticut College 2008 — 2012
Bachelor's Degree, Mathematics and Computer Science, 3.66
Waterford Kamhlaba, UWC-SA 2006 — 2007
High School, Mathematics, Physics, Chemistry, IT, English, 36
MassMutual Financial Group May 2013 - Present
East Bridge Consultants March 1997 - Present
Equality New Mexico 2013 - Present
Center for Nonprofit Excellence, United Way of Central New Mexico July 2011 - December 2012
Nonprofit Writers February 2011 - December 2012
Primerica June 2008 - May 2012
Optimetra 1999 - 2008
Team Chicago Athletics 1999 - 2008
Executive Service Corps of Chicago 2003 - 2007
Chicago House and Social Services 1998 - 2007
Skills
Government Proposals, Nonprofit Consulting, Grant Writing, Needs Analysis, Program Evaluation, Non-profits, Mental Health, Program Development, Proposal Writing, Grants, Program Management, Fundraising, Social Services, Marketing Communications, Strategic Planning, Medicaid, Medicare, Managed Care, Healthcare, Government, Public Speaking, Nonprofits, Project Management, Health Policy, Analysis, Research, Leadership, Budgets, Community Development, Marketing, Capacity Building, Volunteer Management, Leadership Development, Economic Development, Philanthropy, Policy, Workshop Facilitation, Organizational..., Board Development, Long Term Care Insurance, Personal Financial..., Community Health, centers of influence, Non-profit..., Project Planning, Policy Analysis, Public Policy, Strategic Communications, Staff Development, Qualitative Research
Education
Boston University Questrom School of Business 1981 — 1985
MBA, Health Care Management
University of North Carolina at Chapel Hill 1975 — 1977
MRP, Regional Planning, health planning
Dartmouth College 1968 — 1972
B.A., Sociology, Urban Social Problems
VitalSmarts December 2002 - Present
Orem Junior High, Orem, UT 1996 - 1998
MassMutual Financial Group 1994 - 1996
Skills
Notary Public, Executive Coaching, Leadership Development, Organizational..., Event Management, Mediation, Public Speaking, Coaching, Training, Team Building, Workshop Facilitation, Organizational..., Management, Leadership, Personal Development, Conflict Resolution, Contract Negotiation
Education
Brigham Young University
Bachelor's Degree, Education
Dell June 2015 - Present
Dell January 2015 - June 2015
Dell September 2014 - January 2015
Dell February 2014 - September 2014
Dell September 2013 - February 2014
Dell February 2013 - September 2013
Property Reserve, Inc May 2012 - August 2012
Dell May 2011 - August 2011
A&M Glass February 2010 - November 2010
MassMutual Financial Group May 2010 - August 2010
Skills
Excel, Accounting, Visio, PowerPoint, Treasury, Oral & Written..., Microsoft Excel, Portfolio Management, Budgets, Leadership, Access, Strategic Financial..., Process Improvement, Management, Analysis, Internal Controls, Investments, Financial Reporting, Forecasting, Strategy, Internal Audit, Finance, Building Relationships, Financial Planning, Financial Analysis, Microsoft Office, Analytics, Public Speaking, Financial Modeling
Education
Brigham Young University 2011 — 2012
Master of Accountancy, Tax
Brigham Young University 2005 — 2010
Bachelor of Science, Accounting
Sun Life Financial March 2014 - Present
Aetna March 2013 - March 2014
Aetna August 2010 - March 2013
Aetna January 2010 - August 2010
Aetna July 2008 - March 2010
Aetna 2004 - 2008
Aetna 1998 - 2004
NYLCare, a New York Life Company 1995 - 1998
New York Life 1990 - 1995
MassMutual Financial Group 1985 - 1990
Skills
Health Insurance, Insurance, Managed Care, Disability Insurance, Healthcare, Underwriting, Employee Benefits, Mergers & Acquisitions, Leadership, Product Development, Strategic Planning, Long-term Care, Executive Management, Health Care Reform, Medicaid, Brokers, Property & Casualty..., Account Management, General Insurance, Process Improvement, Workers Compensation, Risk Management, Health Policy, Term Life Insurance, Reinsurance, Claims Management, Benefits Administration, HIPAA, Medicare, Dentistry, Claim, Healthcare Management, Healthcare Industry, Policy, Life Insurance, Provider Relations, Healthcare Consulting, HMO, Employee Wellness, Utilization Management, Pharmacy Benefit..., Quality Improvement, Network Development, Disease Management, Healthcare Information..., Medicare Part D, PPO, Informatics, Hospitals
Education
Boston University School of Medicine 1979 — 1985
MD, BA, Medicine
Long Branch High School 1976 — 1979
Kim Wahlen Farms May 2014 - Present
MassMutual Financial Group April 2013 - April 2014
Missionary Mall May 2011 - June 2013
Skills
Management, Customer Service, Sales, Microsoft Office, Teamwork, Leadership, People Skills, Team Leadership, Microsoft Excel, Strategic Financial..., Insurance, Investments, Integrity, Forecasting, Finance, Accounting
Education
BYU-Idaho 2010 — 2013
"BS", Business Management / Finance
MassMutual Financial Group January 2012 - Present
Whitfield Consulting Services, Inc August 1996 - Present
Nissan North America December 2011 - January 2012
Skills
Program Management, Business Analysis, IT Strategy, Vendor Management
Education
Brenau University 1993 — 1995
MBA, General Finance, Marketing, Strategic Planning
Accenture 2015 - Present
CDI Engineering August 2014 - December 2014
MassMutual Financial Group November 2013 - January 2014
Independent Contractor February 2012 - January 2013
SAIC May 2009 - December 2011
Celerity 2008 - 2008
Pratt & Whitney 2006 - 2007
Avalon 1999 - 2001
Avalon 1999 - 2001
Avalon 1999 - 2001
Skills
Russian- Fluent, Earned Value Management, Proposal Management, PMP, Security Clearance, Program Management, MS Project, Russian, Information Assurance, Proposal Writing, Government, Deltek, Government Contracting, Requirements Analysis, International Relations, DoD, Visio, Management, Analysis, Project Management, Integration, Risk Management, Government Procurement, PMO, SharePoint, Project Planning, Project Portfolio..., Resource Management, Software Documentation, Business Process..., Leadership, Process Improvement, Cross-functional Team..., SDLC, IT Strategy, Business Analysis, Software Project..., ITIL, Vendor Management, Enterprise Architecture, Management Consulting, Business Process, Change Management, Security, Information Technology, Strategy, Business Intelligence, Project Coordination, Training, Team Building
Education
University of Hartford 2003 — 2005
MBA, Finance
Boston University 1998 — 2002
BA, Russian and Political Science
American Financial Partners January 2013 - Present
MFS February 2011 - Present
MassMutual Financial Group April 2007 - February 2013
Encore Credit Corp November 2006 - February 2007
New Century Mortgage Corp. April 2003 - September 2006
Skills
Finance, Portfolio Management, Financial Services, Insurance, Investments, Loans, Securities, Gap Analysis, Strategic Financial..., Retirement, Estate Planning, Retirement Planning, Asset Management, Disability Insurance, Life Insurance, Financial Risk, Fixed Annuities, Financial Analysis, Sales
Education
Brandeis University 1997 — 2001
BA, Economics
Newton South
MassMutual Financial Group December 2014 - Present
MassMutual Financial Group April 2012 - December 2014
MassMutual Financial Group June 2008 - May 2012
MassMutual Financial Group July 2007 - July 2008
MML Investor Services July 2007 - June 2008
Ameriprise Financial Advisors October 2006 - June 2007
Skills
Series 7, Series 24, Series 66, Securities, Mutual Funds, FINRA, 401k, Series 63, ERISA, Retirement, Investments, Insurance, Strategic Financial..., Fixed Annuities, Employee Benefits, Financial Services, Retirement Planning, Life Insurance, Investment Advisory, Pensions, Succession Planning, Estate Planning
Education
Western New England University 2003 — 2009
MBA, Business
Bridgewater State University 2004 — 2006
BA, Aviation, Aviation Management, Business Management
Prosperity Financial Solutions January 2004 - Present
John Hancock Financial Services September 1991 - 2004
MassMutual Financial Group January 1987 - August 1991
Skills
Retirement, Retirement Planning, Estate Planning, Insurance, Life Insurance, Fixed Annuities, Mutual Funds, Investments, Financial Advisory, Strategic Financial..., Investment Advisory, Long-term Care, Series 6, IRAs, 401k, Long Term Care Insurance, Securities, Financial Services, Finance, Financial Planners, Wealth, Financial Planning
Education
Florida State University - College of Business 1985 — 1987
Bachelor of Arts (B.A.), Marketing and Risk Management
U.S. Army Officer, Basic and Advanced,Combat Engr. Schools. Fort Belvoir,Va. and Fort Leonard Wood,M 1985 — 1986
Broward Community College 1982 — 1984
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
Fort Lauderdale High School 1978 — 1982
MassMutual Financial Group August 2015 - Present
Northwestern Mutual January 2010 - August 2015
Hendershot's Sporting Goods, Inc May 2006 - January 2010
Skills
Retirement Planning, Sales, Investments, Financial Analysis, Strategic Financial..., Life Insurance, Valuation, Marketing, Risk Management, Customer Service
Education
Brigham Young University - Idaho 2003 — 2006
Bachelors Degree, Ag Business
SFHS
Strativa Pharmaceuticals February 2014 - Present
Clearwater Communications, Incorporated May 2013 - January 2014
MassMutual Financial Group November 2012 - May 2013
State Farm Insurance January 2012 - May 2012
MTV Networks / Logo May 2011 - August 2011
Palladian Health, LLC May 2010 - August 2010
Skills
Financial Analysis, Management, Sales, Microsoft Excel, Analysis, Pharmaceutical Sales, Pharmaceutical Industry, CRM, Time Management, Leadership, Customer Service, Microsoft Word, PowerPoint
Education
SUNY at Buffalo 2009 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Bowling Green State University 2008 — 2009
Laidlaw & Co (UK) Ltd October 2013 - Present
New York Society of Security Analysts November 2012 - Present
MassMutual Financial Group February 2011 - October 2013
Northwestern Mutual Wealth Management 2005 - February 2011
Sands Brothers & Co., Ltd 1997 - 2003
Axiom Capital Management 1995 - 1997
Skills
Investments, Retirement, Financial Planning, Securities, Insurance, Group Benefit Plans, Life Insurance, Disability Insurance, Long Term Care Insurance, 401k, 401k Rollovers, Whole Life, Universal Life, Fixed Annuities, Variable Annuities, Annual Reviews, Deferred Compensation, Estate Planning, Distribution Strategies, Succession Planning, Asset Protection, Health Insurance, Portfolio Management, Portfolio Optimization, Portfolio Assessment, Wealth Management, Equities, Strategic Financial..., Employee Benefits, Financial Services, Bloomberg, Retirement Planning, Series 7, Asset Allocation, Wealth
Education
Bowdoin College 1983 — 1987
BA, Economics
Cincinnati Country Day School 1981 — 1983
Columbus Academy 1979 — 1981
TD Ameritrade Institutional August 2013 - Present
Guardian / RS Funds November 2010 - November 2012
LPL Financial August 2008 - November 2010
MassMutual Financial Group August 2005 - August 2008
Skills
Series 7, Asset Allocation, Separately Managed..., Investment Advisory, Public Speaking, Sales Presentations, Practice Management, Relationship Mgmt, Fund Of Funds, Unified Managed Accounts, Sales&Marketing, Client Education, Series 66, Territory Account..., California Life and..., Business Consulting, Technology Solutions
Education
Bridgewater College
BS, Business Administration & Economics
Towson University
MS, Business Development & HR
MassMutual Financial Group InternFleishman-Hillard2008 - 2008
Education
Brown University 2001 — 2003
Minnechaug
UnitedHealth Group March 2015 - Present
MassMutual Financial Group May 2011 - March 2015
EMC September 2004 - December 2010
Skills
Cloud Computing, Cross-functional Team..., Product Management, Salesforce.com, Storage, Leadership, Vendor Management, SDLC, Business Process..., Requirements Analysis
Education
Brandeis University 2006 — 2009
Masters, Project/Program Management
Framingham State University 1998 — 2002
Bachelors, Business & Marketing
BL Companies June 2015 - Present
JCJ Architecture January 2006 - February 2015
Iseley Advisors 2001 - 2006
CiDRA Corporation 1999 - 2001
SL Green Realty Corporation 1998 - 1999
MassMutual Financial Group 1994 - 1997
Skills
Managerial Finance, Strategic Planning, Operations Management, Management
Education
University of Virginia - Darden Graduate School of Business Administration 1980 — 1982
MBA
Brown University 1974 — 1978
AB, English and Pure Mathematics
Gero Firearms May 2012 - Present
Porter & Chester July 2008 - Present
The Hartford August 2004 - February 2008
MassMutual Financial Group September 1998 - June 2004
Skills
Windows 7, Windows Server 2008, Active Directory, XP, Computer Hardware, Troubleshooting, Administration, Microsoft Office, A+ Certified, TCP/IP, Windows, System Administration, VMware, Laptops, Customer Service, Desktop Support, Switches, Firewalls, Network Administration, Windows Server 2003, Software Installation, Printers, Windows Server, Servers, DHCP, Hardware, Operating Systems, Routers, DNS, Security+, VPN, Network Security, Teamwork, Team Building, HP, Novell, Outlook, Security, LAN/WAN, Antivirus, Technical Support, Network+, Wireless Networking, Microsoft Certified..., Technical Training, Disaster Recovery, LAN-WAN, WAN, Networking, Computer Security
Education
Boston University
MassMutual Financial Group October 2009 - Present
MassMutual Financial Group September 2004 - March 2010
MassMutual Financial Group September 2003 - September 2004
MassMutual Financial Group July 1999 - September 2003
The Phoenix Companies December 1988 - July 1999
Skills
Insurance, Life Insurance, Disability Insurance, Actuarial Science, Reinsurance, Long-term Care, Investments, Term Life Insurance, Strategic Financial..., Underwriting, Asset Allocation, Estate Planning
Education
University of Virginia Darden School of Business 2003 — 2003
Executive Education Program - Excellence in Leadership
Boston University 1984 — 1988
BA, Pure and Applied Mathematics
MassMutual Financial Group October 2008 - Present
Fidelity Investments April 2007 - September 2008
New York Life Investment Management LLC November 1999 - March 2007
Putnam Investments August 1994 - October 1999
Education
Bridgewater State University 1990 — 1994
BS, Management Science
Mass. Neurobehavioral Institute September 1990 - Present
Disability Management Services March 2004 - Present
MassMutual Financial Group January 2014 - Present
Memory Center of Massachusetts September 2012 - January 2015
New England Geriatrics 2010 - January 2013
Colorado Neurobehavioral Center 1980 - 1995
Rehab West 1980 - 1983
Skills
Neuropsychological..., Traumatic Brain Injury, Forensic Evaluations, Disability and Worker's..., Neuropsychology, Clinical, Rehabilitation, Treatment, Neuroscience, Health Psychology, Inpatient, Orthopedic, Pediatrics, Clinical Research, Healthcare, Clinical Neuropsychology, Psychology, Cognition, Hospitals, Disability Insurance, Deferred Compensation, Mental Health, Psychological Testing, Case Managment, Psychotherapy, CBT, Psychological Assessment, Home Care, Medicine, Behavioral Health, Clinical Psychology, Clinical Supervision, Therapists, Interventions, Group Therapy, Autism Spectrum..., Adolescents, Mindfulness, Developmental..., Chronic Illness, Counseling Psychology, Neuropsychological..., Mental Health Counseling, Family Therapy, Learning Disabilities, Life Transitions, Prevention, Crisis Intervention, Wellness, Case Management
Education
Bowling Green State University 1974 — 1981
Doctor of Philosophy (Ph.D.), Clinical Psychology, University Fellow
University of Colorado School of Medicine 1978 — 1979
Internship, Clinical Psychology
State University of New York College at Plattsburgh 1970 — 1974
Bachelor’s Degree, Psychology, Graduated Magna Cum Laude
Lakeland highschool
Lakeland highschool
MassMutual Financial Group March 2010 - Present
Massmutual Financial Group January 2008 - January 2010
MassMutual Financial Group September 2006 - January 2008
Skills
Business Requirements, SDLC, Requirements Gathering, SharePoint, Data Modeling, User Acceptance Testing, Requirements Analysis, Visio, Business Intelligence, Data Warehousing, Systems Analysis, Business Process..., Business Analysis, Business Process Design, Software Documentation
Education
Radford University 1999 — 2000
M.S., International Economics
Boston University
Certificate, Business Analysis
MML Investors Services May 2012 - Present
MassMutual Trust Company May 2007 - May 2012
MassMutual Financial Group December 2002 - May 2012
Deloitte & Touche January 1998 - December 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Auditing, Accounting, Financial Analysis, SAP, Sarbanes-Oxley, US GAAP, GAAP, Financial Accounting, Internal Audit, External Audit, Strategic Financial..., Managerial Finance, Financial Statements, General Ledger
Education
Brigham Young University 1996 — 1997
Masters of Accountancy, Accounting
Brigham Young University 1993 — 1997
BS, Accounting
MassMutual June 2000 - Present
MassMutual Financial Group 2000 - Present
RCG Information Technology September 1997 - June 2000
Skills
DataPower, Enterprise Architecture, Production Support, Software Development, Windows Server, webMethods, SDLC, Vendor Management, Disaster Recovery, Mainframe, SharePoint, Business Intelligence
Education
Bridgewater State College 1979 — 1983
BS, Computer Science
Smile Right Solutions August 2014 - Present
Adobe Systems October 2011 - August 2014
Adobe Systems Inc. 2009 - November 2011
Omniture April 2009 - September 2009
Zions Bank February 2008 - April 2009
MassMutual Financial Group June 2004 - January 2008
Skills
Financial Forecasting, Management, Financial Reporting, Databases, Project Planning, Consolidation, Forecasting, Finance, Portfolio Management
Education
Brigham Young University 1997 — 2004
BA, Economics
MassMutual May 2002 - Present
MassMutual Financial Group May 2002 - Present
Skills
Securities, ERISA, Securities Regulation, FINRA, Mutual Funds, Insurance, Insurance Law, Corporate Governance, Mergers, Litigation Management, Employee Benefits, Financial Services, Hedge Funds
Education
Boston University School of Law 1999 — 2002
JD
Syracuse University 1995 — 1999
BS
MassMutual Financial Group November 2011 - Present
Reliant Financial Group and Insurance Planning, Inc January 2008 - Present
Eagle Strategies/ New York Life 2007 - 2011
Skills
Strategic Financial..., Retirement, Finance, Financial Planning, Retirement Planning, Securities, Wealth Management, Insurance, Fixed Annuities, Estate Planning, Life Insurance, Mutual Funds
Education
Bridgewater State College 1998 — 2000
Business/Commerce, General
The American College
Financial Planning and Services
MassMutual Financial Group November 1996 - Present
John Hancock August 1993 - May 1996
Skills
Budgets, Management, Software Documentation, Business Requirements
Education
Boston University Questrom School of Business 1989 — 1993
BSBA, Accounting and Management
USAA December 1994 - May 2009
MassMutual Financial Group 1991 - 1994
John Hancock Life Insurance Company (U.S.A.) 1982 - 1984
Education
Boston University 1971 — 1975
BA, Sociology
MassMutual Financial Group 2009 - Present
MassMutual Financial Group 2006 - 2009
MassMutual Financial Group 1995 - 2006
Integrated Systems Resources 1994 - 1995
Connecticut Online Computer Center Trust 1986 - 1994
Skills
IT Strategy, Process Improvement, Enterprise Architecture, SDLC, Leadership, Information Technology, Program Management, Strategic Planning, Vendor Management, Business Analysis, Disaster Recovery, Strategy, Executive Management, Enterprise Software, Project Management, Business Process..., Data Center, IT Management, Management, Outsourcing, PMO, Project Portfolio..., Risk Management, SharePoint
Education
Boston University Questrom School of Business 2008 — 2009
MBA, Business
Charter Oak State College
Computer Science
Darden Graduate Program
Strategic Leadership Program
Bradley University January 2013 - Present
Bradley University January 2013 - Present
Arts Alliance Illinois 2006 - Present
Director of Development, Slane College of Communications & Fine Arts, Bradley University September 2009 - December 2012
MassMutual Financial Group July 1996 - July 2011
Goodwill Industries of Central Illinois September 2006 - September 2009
Township Officials of Illinois Risk Management Association July 2000 - June 2005
Director of Development, Slane College of Communications & Fine Arts August 1991 - June 1996
Lakeview Museum 1977 - 1984
Skills
Non-profits, Public Speaking, Grant Writing, Fundraising, Creative Strategy, Event Planning, Microsoft Word, Community Building
Education
Bradley University
The Merriam Insurance Agency September 2013 - Present
LTC Financial Partners August 2012 - September 2013
Gallagher Benefit Services, Inc. 2011 - August 2012
Worlco Group Adisors November 2008 - April 2011
Lincoln Financial Advisors April 2007 - November 2008
Reliance Standard July 2004 - April 2007
MassMutual Financial Group January 2002 - July 2004
Unum June 1998 - December 2001
Skills
Strategic Planning, Employee Benefits, Marketing Strategy, Microsoft Excel, Brokers, Sales, Health Insurance, Insurance, New Business Development, Health Savings Accounts, Disability Insurance, Long-term Care, Term Life Insurance, Benefits Administration, Investments, Long Term Care Insurance, Underwriting, Group Insurance, Medicare, Life Insurance, Accident, COBRA, Critical Illness, 401k, Workers Compensation, Retirement, Fixed Annuities, Property & Casualty..., Whole Life, Flexible Spending..., Retirement Planning, Commercial Insurance, Claim, General Insurance, Insurance Brokerage
Education
Bowdoin College 1993 — 1997
BA, Sociology
Canterbury School 1989 — 1993
MassMutual Financial Group December 2011 - Present
MassMutual Financial Group December 2011 - Present
SWBC Investment Advisory Services August 2010 - December 2011
Standard Retirement Services, Inc. August 2006 - August 2010
The Standard August 2003 - August 2010
Invesmart 2000 - 2007
Ohio Hi Speed Machine January 2001 - August 2003
Capital Metal Industries March 1994 - February 2000
Crucible Materials Corporation November 1988 - January 1994
Castle Metals 1983 - 1988
Skills
401k, Retirement, Employee Benefits, Series 63, Series 7, Investments, Defined Benefit, Series 6, Pensions, Mutual Funds, Retirement Planning, Insurance
Education
Bowling Green State University 1978 — 1982
BS, Industrial & Labor Relations
Lumen Cordium 1974 — 1978
High School Graduate, College Prep
MassMutual Financial Group July 2008 - Present
Babson Capital Management May 2006 - July 2008
Merrill Lynch Investment Managers January 1995 - May 2006
Dilworth Paxson September 1991 - January 1995
Skills
Asset Management, Corporate Governance, FINRA, Risk Management, Mutual Funds, Investments, Securities Regulation, Financial Services, Securities, Alternative Investments, Hedge Funds, Series 7, Investment Advisory, Due Diligence, Mergers & Acquisitions
Education
University of Pennsylvania Law School 1988 — 1991
J.D., cum laude
Brown University 1984 — 1988
A.B., Business Economics
MassMutual Financial Group February 2013 - Present
MassMutual September 2008 - February 2013
MassMutual Financial Group October 2005 - August 2008
Skills
Strategic Planning, Financial Services, Business Development, Change Management, Innovation Development, Leadership, Insurance, Disability Insurance, Product Development, Project Management, Project Portfolio..., Optimization, Sales Management, Life Insurance, Retirement, Operational Excellence, Cross-functional Team...
Education
Harvard Business School 2004 — 2005
TMG, Advanced Business
Boston University Questrom School of Business 1984 — 1988
Bachelors, Finance, Ecomonic
MassMutual Financial Group January 2013 - Present
The Hartford 2002 - 2012
Edward Jones 2005 - 2006
J.C. Bradford & Co. 1995 - 2000
Skills
401k, Retirement, Retirement Planning, Series 7, Mutual Funds, Fixed Annuities, Series 6, IRAs, Asset Allocation, Investments, Series 63, Finance, Securities, Small Business, FINRA, Investment Advisory, Employee Benefits, Financial Services
Education
Brigham Young University 1992 — 1995
B.A., Spanish Translation
The Quilting G May 2000 - Present
Northeast Community College August 1998 - Present
Great West Casualty Company 1991 - 2008
Three Rivers Benefits October 1982 - October 1990
MassMutual Financial Group April 1968 - October 1982
Skills
Public Speaking, Team Building, Training, Microsoft Office, Microsoft Excel, Organizational..., Leadership, Teaching, Event Planning, Higher Education, Project Planning
Education
Wayne State College 1997 — 1999
Master of Business Administration (M.B.A.)
Briar Cliff University 1989 — 1993
Bachelor of Arts (BA)
Midland Lutheran College 1965 — 1966
Business Administration
MassMutual Financial Group July 2009 - Present
MassMutual Financial Group June 2007 - June 2009
Prudential Financial March 2004 - June 2007
CIGNA February 2002 - March 2004
ING January 2001 - December 2001
Aetna Philippines January 1998 - December 2000
Aetna November 1995 - December 1997
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1984 — 1986
MBA
Brown University 1979 — 1982
BA, Economics
MassMutual Financial Group August 2011 - July 2014
Modern Woodmen of America November 2010 - August 2011
Modern Woodmen of America November 2010 - February 2011
Boston Partners Financial Group LLC June 2007 - March 2010
New England Financial January 1989 - January 2007
Skills
Life Insurance, Fixed Annuities, Training, Public Speaking, Disability Insurance, Long-term Care, 401k, Financial Services, Retirement Planning, Recruiting, Employee Benefits, Long Term Care Insurance, Finance, Sales, Insurance, Management, Retirement, Investments, Mutual Funds, Customer Service
Education
Bridgewater State University 1973 — 1977
Bachelor of Science, Education
MassMutual Financial Group December 2013 - Present
Safeway April 2012 - November 2013
Stevens-Henager College March 2011 - December 2011
US Department of Transportation (DOT) September 2009 - December 2009
Caraustar January 2006 - August 2008
Skills
Public Speaking, Customer Service, Social Media, Microsoft Office, Editing, Leadership, Public Relations
Education
Brigham Young University - Idaho 2008 — 2010
Bachelors of Science, Communications/Public Relations
Glendale Community College 2006 — 2008
Associate of Arts
MassMutual Financial Group February 2005 - Present
BSU Student Advisory Council 2014 - 2014
District of Columbia Housing Providers Association 2013 - 2014
Spectrum Management 2005 - December 2013
Nexus Society 2004 - 2009
Chevy Chase Financial 2000 - 2002
Skills
Term Life Insurance, Permanent Life Insurance, Disability Income..., Long-term Care Insurance, Investments, Long Term Care Insurance, Financial Services, Disability Insurance, Financial Advisory, Marketing, Sales, Insurance, Finance, Program Management, Employee Benefits, Networking, Securities, Microsoft Office
Education
Georgetown University 2014 — 2015
Certficate in Financial Planning, Finance
Bowie State University 1995 — 2001
Bachelor of Arts, Banking and Finance
Springbrook High School 1990 — 1994
High School Diploma
MassMutual Financial Group June 2015 - July 2015
Sutherland Asbill & Brennan LLP May 2015 - June 2015
Ropes & Gray LLP 2011 - 2014
Fogelman & Fogelman LLC 2010 - 2011
Center for Strategic and International Studies 2010 - 2010
Skills
Japanese, Research, Policy Analysis, Editing, Legal Research, Nonprofits, Public Policy
Education
Boston University School of Law 2014 — 2017
Doctor of Law (J.D.)
Wellesley College 2007 — 2011
Bachelor of Arts (B.A.), International Relations - Political Science
Groton School
Low Load Insurance Services Inc May 2005 - Present
MassMutual Financial Group September 1992 - July 1997
Celtic Life Insurance Company April 1982 - August 1992
Education
Bradley University 1977 — 1979
Wells Fargo Advisors January 2014 - Present
Wells Fargo December 2011 - December 2013
Wells Fargo April 2007 - December 2011
MassMutual Financial Group May 2010 - July 2010
Skills
Mortgage Lending, Mortgage Banking, Consumer Lending, Loans, FHA, Refinance, Small Business Lending, Loan Origination, Credit, FHA financing, Banking, Leadership, Finance, Sales
Education
Brigham Young University 2008 — 2010
Business management, entreprenuership
MassMutual Financial Group January 2013 - Present
Lincoln Heritage May 2014 - October 2014
Revolution Fitness January 2013 - June 2014
Aflac March 2008 - August 2012
Indymac Bank August 2007 - February 2008
Sierra Pacific Mortgage August 2005 - July 2007
Bank of America/Countrywide Home Loans March 2001 - August 2005
Skills
FHA, Insurance, Mortgage Lending, Investment Properties, Small Business, Real Estate, First Time Home Buyers, Underwriting, Loans, Life Insurance, Commercial Insurance, Disability Insurance, Employee Benefits, Finance, Investments, Investors, Leadership, Marketing, Mortgage Banking, Referrals, Retirement Planning, Sales, Selling, Short Sales, Strategic Financial..., Training, Health Insurance, Fixed Annuities, Term Life Insurance, Retirement, Financial Planning
Education
Broward Community College 1992 — 1994
Northeast High School 1990 — 1992
Diploma
Boston University School of Law May 2015 - Present
Law Offices of DaSilva, Hilowitz & McEvily February 2014 - August 2014
Prudential Financial July 2013 - January 2014
Caldwell Manufacturing Company North America, LLC September 2012 - December 2012
MassMutual Financial Group July 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Research, Social Networking, Customer Service, Facebook, Photoshop, Access, Team Building, Public Relations, Fundraising, Spanish, Data Analysis, Event Planning, Team Leadership, Financial Analysis
Education
Boston University School of Law 2014 — 2017
State University of New York College at Geneseo 2009 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations, Graduate
Nyack High School 2005 — 2009
Peachtree Planning Corporation October 2003 - March 2014
MassMutual Financial Group March 1999 - January 2003
Skills
Strategic Planning
Education
Brenau University
Master of Education, Middle Grades Education
Emory University - College
Bachelor of Arts, English
The Ivy Tanning and Spa January 2009 - Present
Kathy M. Paul Real Estate June 1993 - Present
Unicare April 1997 - August 2003
MassMutual Financial Group December 1983 - March 1997
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Research, Windows, Teaching, Strategic Planning, Negotiation
Education
Westfield State College 1978 — 1980
Bachelor of Science (BS), Physical Education Teaching and Coaching
Branford Hall Career Institute-Springfield Campus 2004 — 2004
Certificate, Massage Therapy/Therapeutic Massage
Psychcare Associates October 2010 - Present
MassMutual Financial Group June 1996 - August 2009
Skills
Group Therapy, Mental Health, Crisis Intervention, Psychotherapy, Adolescents
Education
Branford Hall Career Institute-Windsor Campus 2009 — 2010
Claims Coding Specialist, Health/Medical Claims Examiner
Chester High School
Business, Business Administration and Management, General
Accountable Care Associates August 2014 - January 2015
MassMutual Financial Group 2000 - 2013
RiverBend Medical Group 2010 - 2010
Skills
Medicine, Clinical Research, Injectable, Medical Assisting, Urinalysis, Venipuncture, Vital Signs, EKG, Phlebotomy, Blood Pressure, Specimen Collection, Surgery
Education
Branford Hall Career Institute-Springfield Campus 2009 — 2010
Graduate, Medical/Clinical Assistant